Class AccountingReportsController

Namespace

KadicErp.WebApi.Controllers.AdminReporting.Reports

Assembly

KadicErp.WebApi.dll

[ApiController]
public class AccountingReportsController : ControllerBase

Inheritance

object

ControllerBase

AccountingReportsController

Constructors

AccountingReportsController(IMediator, IReportExportService)

public AccountingReportsController(IMediator mediator, IReportExportService exportService)

Parameters

mediator IMediator

exportService IReportExportService

Methods

Export(ReportExportRequest)

Exports an accounting report as CSV, Excel, or PDF. Pass report=trial-balance|general-ledger|journal-entry-listing|cost-center-pnl. AccountId carries accountId; Search carries the journal status filter.

[HttpPost("api/admin-reporting/reports/accounting/export")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_EXPORT")]
public Task<IActionResult> Export(ReportExportRequest request)

Parameters

request ReportExportRequest

Returns

Task<IActionResult>

GetBalanceSheet(Guid?, DateOnly?)

Returns the balance sheet as of a specific date using financial statement mappings. asOf defaults to today if not provided.

[HttpGet("api/admin-reporting/reports/accounting/balance-sheet")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetBalanceSheet(Guid? branchId, DateOnly? asOf)

Parameters

branchId Guid?

asOf DateOnly?

Returns

Task<IActionResult>

GetCashFlow(Guid?, DateOnly?, DateOnly?)

Returns cash flow statement grouped into Operating, Investing, and Financing sections. Derived from posted journal entry lines on Asset accounts using source module classification.

[HttpGet("api/admin-reporting/reports/accounting/cash-flow")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetCashFlow(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

Returns

Task<IActionResult>

GetCostCenterPnL(Guid?, DateOnly?, DateOnly?, int, int)

Returns profit and loss by cost center: revenue, cost, expenses, and net result aggregated from posted journal entry lines tagged with a cost center.

[HttpGet("api/admin-reporting/reports/accounting/cost-center-pnl")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetCostCenterPnL(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo, int page = 1, int pageSize = 50)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

page int

pageSize int

Returns

Task<IActionResult>

GetGeneralLedger(Guid?, Guid, DateOnly?, DateOnly?, int, int)

Returns all posted journal entry lines for a specific account with a running balance. accountId is required.

[HttpGet("api/admin-reporting/reports/accounting/general-ledger")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetGeneralLedger(Guid? branchId, Guid accountId, DateOnly? dateFrom, DateOnly? dateTo, int page = 1, int pageSize = 100)

Parameters

branchId Guid?

accountId Guid

dateFrom DateOnly?

dateTo DateOnly?

page int

pageSize int

Returns

Task<IActionResult>

GetIncomeStatement(Guid?, DateOnly?, DateOnly?)

[HttpGet("api/admin-reporting/reports/accounting/income-statement")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetIncomeStatement(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

Returns

Task<IActionResult>

GetJournalEntryListing(Guid?, DateOnly?, DateOnly?, string?, string?, int, int)

Returns a paginated listing of journal entries with status filter and full-text search on entry number, description, and reference. Pass status=Draft|Posted|Reversed.

[HttpGet("api/admin-reporting/reports/accounting/journal-entry-listing")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetJournalEntryListing(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo, string? status, string? search, int page = 1, int pageSize = 50)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

status string

search string

page int

pageSize int

Returns

Task<IActionResult>

GetTrialBalance(Guid?, DateOnly?, DateOnly?, int, int)

Returns the trial balance: account code, name, debit total, credit total, and net balance aggregated across all fiscal periods within the requested date range.

[HttpGet("api/admin-reporting/reports/accounting/trial-balance")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_ACCOUNTING_VIEW")]
public Task<IActionResult> GetTrialBalance(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo, int page = 1, int pageSize = 100)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

page int

pageSize int

Returns

Task<IActionResult>