---
phase: 05-visibility-and-client-portal
plan: 01
subsystem: api
tags: [dashboard, metrics, prisma, aggregate, revenue, overdue, cash-flow]

# Dependency graph
requires:
  - phase: 02-subscriber-and-billing-core
    provides: Payment, Invoice, Subscriber models and JournalEntryService
  - phase: 03-operational-modules
    provides: Collection, Remittance models and collector workflow
  - phase: 04-inventory-expenses-reports
    provides: Expense JE patterns and FinancialReportService cash flow approach
provides:
  - DashboardService with 6 metric aggregation methods
  - GET /api/dashboard endpoint returning composite dashboard metrics
  - Integration tests verifying all metric accuracy
affects: [05-02 (dashboard UI will consume this API), 05-05 (e2e tests)]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Dashboard metric aggregation via Prisma aggregate/groupBy"
    - "Parallel Promise.all for independent metric queries"

key-files:
  created:
    - src/lib/services/dashboard-service.ts
    - src/app/api/dashboard/route.ts
    - src/lib/__tests__/dashboard-service.test.ts

key-decisions:
  - "Revenue metrics use Payment.createdAt (not paymentDate) for today/month filtering -- createdAt is when the record was created in the system"
  - "Cash flow uses same approach as FinancialReportService.getIncomeStatement -- POSTED JE lines on revenue (4xxx) and expense (5xxx) accounts with normal balance logic"
  - "Collector summary uses Collection.createdAt for today filter and Remittance PENDING status for unverified count (SUBMITTED maps to PENDING enum)"
  - "getDashboardSummary runs all 5 metric methods in parallel via Promise.all for efficiency"

patterns-established:
  - "Dashboard aggregation pattern: static class methods accepting TenantPrismaClient + tenantId, returning typed metric interfaces"

# Metrics
duration: 3min
completed: 2026-03-05
---

# Phase 5 Plan 1: Dashboard Metrics API Summary

**DashboardService aggregating revenue, overdue, subscriber status, cash flow, and collector metrics via Prisma aggregate/groupBy with GET /api/dashboard endpoint**

## Performance

- **Duration:** 3 min
- **Started:** 2026-03-05T09:20:10Z
- **Completed:** 2026-03-05T09:23:23Z
- **Tasks:** 2
- **Files modified:** 3

## Accomplishments
- DashboardService with 6 methods covering DASH-01 through DASH-04 plus collector summary
- GET /api/dashboard returns all metrics in a single response, with optional date range for cash flow
- 6 integration tests all passing first run, verifying metric accuracy against seeded data

## Task Commits

Each task was committed atomically:

1. **Task 1: DashboardService with metric aggregation** - `7fabb77` (feat)
2. **Task 2: Dashboard API route and integration tests** - `5b1b4ee` (feat)

## Files Created/Modified
- `src/lib/services/dashboard-service.ts` - DashboardService with getRevenueMetrics, getOverdueMetrics, getSubscriberMetrics, getCashFlowSummary, getCollectorSummary, getDashboardSummary
- `src/app/api/dashboard/route.ts` - GET endpoint with read Report permission, optional startDate/endDate params
- `src/lib/__tests__/dashboard-service.test.ts` - 6 integration tests with comprehensive seeded data and cleanup

## Decisions Made
- Revenue metrics query Payment.createdAt for today/month ranges (system timestamp, not economic paymentDate)
- Cash flow follows FinancialReportService pattern: POSTED JE lines on leaf revenue/expense accounts with normal balance direction
- Collector summary uses PENDING remittance status (the Prisma enum for unverified remittances)
- All 5 metric methods run in parallel via Promise.all in getDashboardSummary for optimal performance

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered
None

## User Setup Required
None - no external service configuration required.

## Next Phase Readiness
- Dashboard API ready for frontend consumption in 05-02
- All metric methods are independently callable for future widget/chart endpoints
- No blockers for next plan

---
*Phase: 05-visibility-and-client-portal*
*Completed: 2026-03-05*