Class ReceivablesReportsController

Namespace

KadicErp.WebApi.Controllers.AdminReporting.Reports

Assembly

KadicErp.WebApi.dll

[ApiController]
public class ReceivablesReportsController : ControllerBase

Inheritance

object

ControllerBase

ReceivablesReportsController

Constructors

ReceivablesReportsController(IMediator, IReportExportService)

public ReceivablesReportsController(IMediator mediator, IReportExportService exportService)

Parameters

mediator IMediator

exportService IReportExportService

Methods

Export(ReportExportRequest)

Exports a receivables report as CSV, Excel, or PDF. Pass report=aging|customer-statement|dunning-activity. CustomerId carries customerAccountId; Search carries the aging bucket filter.

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

Parameters

request ReportExportRequest

Returns

Task<IActionResult>

GetArAging(Guid?, string?, int, int)

Returns open receivable documents with aging bucket classification. Filter by bucket: CURRENT | 1-30 | 31-60 | 61-90 | 91-120 | 120+

[HttpGet("api/admin-reporting/reports/receivables/aging")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_RECEIVABLES_VIEW")]
public Task<IActionResult> GetArAging(Guid? branchId, string? bucket, int page = 1, int pageSize = 50)

Parameters

branchId Guid?

bucket string

page int

pageSize int

Returns

Task<IActionResult>

GetCollectionsSummary(Guid?, DateOnly?, DateOnly?)

Returns collection metrics: total collected, receipt count, avg days to collect, and collection efficiency % for the given period.

[HttpGet("api/admin-reporting/reports/receivables/collections-summary")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_RECEIVABLES_VIEW")]
public Task<IActionResult> GetCollectionsSummary(Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo)

Parameters

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

Returns

Task<IActionResult>

GetCustomerStatement(Guid, Guid?, DateOnly?, DateOnly?, int, int)

Returns the full subledger ledger for a specific customer account: date, doc#, type, description, debit, credit, running balance.

[HttpGet("api/admin-reporting/reports/receivables/customer-statement")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_RECEIVABLES_VIEW")]
public Task<IActionResult> GetCustomerStatement(Guid customerAccountId, Guid? branchId, DateOnly? dateFrom, DateOnly? dateTo, int page = 1, int pageSize = 50)

Parameters

customerAccountId Guid

branchId Guid?

dateFrom DateOnly?

dateTo DateOnly?

page int

pageSize int

Returns

Task<IActionResult>

GetDunningActivity(Guid?, DateOnly?, DateOnly?, int, int)

Returns all dunning log entries with customer, level, action type, and date.

[HttpGet("api/admin-reporting/reports/receivables/dunning-activity")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_RECEIVABLES_VIEW")]
public Task<IActionResult> GetDunningActivity(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>

GetReceivablesSummary(Guid?)

Returns aggregated AR KPIs: total open, overdue, current, advances, aging buckets (0-30, 31-60, 61-90, 91-120, 120+), and top-10 debtors.

[HttpGet("api/admin-reporting/reports/receivables/summary")]
[Authorize(Policy = "ADMIN_REPORTING_REPORTS_RECEIVABLES_VIEW")]
public Task<IActionResult> GetReceivablesSummary(Guid? branchId)

Parameters

branchId Guid?

Returns

Task<IActionResult>