8.2 KiB
Task ID: 3-f - Full-Stack Developer
Task: Module Rapports (Reports)
Objective
Create a comprehensive Reports (RAPPORTS) module for the OptiqueStock optical store management system with dashboard KPIs, sales reports, inventory reports, and export functionality.
Work Completed
Frontend Development
-
Created ReportsModule.tsx (
/src/components/reports/ReportsModule.tsx)- Comprehensive React component with tab-based interface
- Three main sections: Dashboard, Sales Reports, Inventory Reports
- Date range filter (today, week, month, year)
- Export to CSV functionality
- Real-time data fetching with loading states
- Error handling with toast notifications
- Responsive design using Tailwind CSS
-
Dashboard Features
- 8 KPI cards displaying:
- Daily sales count
- Daily revenue (TTC)
- Total clients
- Pending workshop orders with alert
- Weekly sales count
- Weekly revenue
- Monthly sales count
- Monthly revenue
- Top 5 selling products with quantity and revenue
- Low stock alerts with visual indicators (red badges, triangle icons)
- Scroll areas for long lists
- 8 KPI cards displaying:
-
Sales Reports Features
- Bar chart showing sales evolution and revenue over time
- Pie chart for sales distribution by product category
- Horizontal bar chart for payment method distribution
- Table showing sales by employee with performance metrics
- Date range filtering affecting all data
-
Inventory Reports Features
- Total stock valuation display
- Bar chart showing stock value by category
- Detailed category breakdown table with:
- Total products count
- Active products count
- Total stock quantity
- Stock value
- Low stock items list with detailed information
-
Visual Components
- Used shadcn/ui components: Card, Button, Tabs, Badge, ScrollArea, Select, Table
- Integrated Recharts for data visualization:
- BarChart for sales evolution and stock valuation
- PieChart for category distribution
- Responsive charts with tooltips and legends
- Custom color scheme for different categories
- Icons from Lucide React for visual enhancement
Backend API Development
-
Created Dashboard API (
/src/app/api/reports/dashboard/route.ts)- Endpoint:
GET /api/reports/dashboard - Calculates sales counts for today, week, month, year
- Computes revenue (HT and TTC) for today and month
- Retrieves total client count
- Identifies top 5 selling products by quantity
- Lists products below minimum stock level
- Counts pending workshop orders (EN_ATTENTE status)
- Returns aggregated KPI data
- Endpoint:
-
Created Sales Reports API (
/src/app/api/reports/sales/route.ts)- Endpoint:
GET /api/reports/sales?range={today|week|month|year} - Sales by date with grouping and formatting
- Sales by product category with count and revenue
- Sales by employee with performance metrics
- Sales by payment method with amount distribution
- Date range filtering using date-fns
- Proper French labels for payment methods
- Endpoint:
-
Created Inventory Reports API (
/src/app/api/reports/inventory/route.ts)- Endpoint:
GET /api/reports/inventory - Stock valuation by category
- Total stock value calculation
- Low stock items with value calculation
- Category breakdown with comprehensive statistics
- Active/inactive product filtering
- Endpoint:
-
Created Export APIs
-
Sales Export (
/src/app/api/reports/export/sales/route.ts)- Endpoint:
GET /api/reports/export/sales?range={today|week|month|year} - Exports all sales with details (client, employee, products, payments)
- CSV format with proper escaping
- Includes: sale number, date, client, employee, products, quantities, amounts, discount, payment methods, workshop status
- French date formatting
- Endpoint:
-
Inventory Export (
/src/app/api/reports/export/inventory/route.ts)- Endpoint:
GET /api/reports/export/inventory - Exports all active products with stock information
- CSV format with comprehensive product data
- Includes: reference, designation, category, brand, supplier, stock levels, prices, TVA, stock value, location, barcode, stock status
- Endpoint:
-
Low Stock Export (
/src/app/api/reports/export/lowStock/route.ts)- Endpoint:
GET /api/reports/export/lowStock - Exports products below minimum stock level
- CSV format with reordering information
- Includes: reference, designation, category, brand, supplier, current stock, minimum stock, deficit, purchase price, order value, location, barcode
- Endpoint:
-
Integration
- Integrated Reports Module into Main Navigation
- Added ReportsModule import to
/src/app/page.tsx - Created render condition for RAPPORTS module
- Consistent header styling with other modules (cyan color scheme)
- Back to home button navigation
- Module accessible from home page navigation grid
- Added ReportsModule import to
Technical Implementation Details
- State Management: React useState for managing tabs, date range, loading states, and data
- Data Fetching: useEffect hooks with dependency arrays for reactive data loading
- Error Handling: Try-catch blocks with toast notifications for user feedback
- Type Safety: TypeScript interfaces for all data structures
- Date Handling: date-fns library for date manipulation and formatting
- Chart Configuration: Custom chart config object with category colors
- CSV Generation: Client-side download using Blob and URL.createObjectURL
- API Design: RESTful endpoints with proper error handling and JSON responses
- Database Queries: Prisma aggregations and groupBy for efficient data summarization
- Performance: Parallel database queries using Promise.all where applicable
Files Created
/src/components/reports/ReportsModule.tsx- Main reports frontend component/src/app/api/reports/dashboard/route.ts- Dashboard data API/src/app/api/reports/sales/route.ts- Sales reports API/src/app/api/reports/inventory/route.ts- Inventory reports API/src/app/api/reports/export/sales/route.ts- Sales CSV export API/src/app/api/reports/export/inventory/route.ts- Inventory CSV export API/src/app/api/reports/export/lowStock/route.ts- Low stock CSV export API
Files Modified
/src/app/page.tsx- Added ReportsModule import and render condition
Key Features Delivered
✅ Dashboard with 8 KPIs (sales, revenue, clients, workshop orders) ✅ Top 5 selling products display ✅ Low stock alerts with visual indicators ✅ Sales reports by date, category, employee, and payment method ✅ Inventory reports with stock valuation and category breakdown ✅ Interactive charts using Recharts (bar charts, pie charts) ✅ Date range filtering for reports ✅ CSV export functionality for sales, inventory, and low stock ✅ Responsive design for mobile and desktop ✅ Consistent styling with shadcn/ui components ✅ French language interface ✅ Error handling and user feedback ✅ Integration with main application navigation
Testing Notes
- Module is accessible from the home page under "Rapports"
- All API endpoints follow RESTful conventions
- CSV exports work with proper encoding and formatting
- Charts are responsive and include tooltips
- Date range filtering updates data dynamically
- Loading states provide good user feedback
- Error messages are displayed via toast notifications
Limitations
- CSV export only (Excel and PDF not implemented due to library constraints)
- Charts use English labels internally but data is French
- No real-time updates (requires manual refresh or tab switch)
- Employee data may show "Inconnu" if employeId is null
- Some KPIs may show 0 if no data exists in the database
Next Steps (Optional Enhancements)
- Add Excel export using xlsx library
- Add PDF export using jsPDF or similar
- Implement real-time updates with polling or WebSocket
- Add more advanced date range picker (custom date ranges)
- Add drill-down capabilities for chart items
- Add comparison views (e.g., compare with previous period)
- Add more report types (employee performance, product trends, etc.)
- Implement report scheduling and email delivery
- Add print-friendly layouts for reports