NetForge/.planning/phases/05-visibility-and-client-portal/05-01-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	duration	completed
05-visibility-and-client-portal	01	api	dashboard metrics prisma aggregate revenue overdue cash-flow	phase provides 02-subscriber-and-billing-core Payment, Invoice, Subscriber models and JournalEntryService phase provides 03-operational-modules Collection, Remittance models and collector workflow phase provides 04-inventory-expenses-reports Expense JE patterns and FinancialReportService cash flow approach	DashboardService with 6 metric aggregation methods GET /api/dashboard endpoint returning composite dashboard metrics Integration tests verifying all metric accuracy	05-02 (dashboard UI will consume this API) 05-05 (e2e tests)	added patterns Dashboard metric aggregation via Prisma aggregate/groupBy Parallel Promise.all for independent metric queries	created src/lib/services/dashboard-service.ts src/app/api/dashboard/route.ts src/lib/__tests__/dashboard-service.test.ts	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	Dashboard aggregation pattern: static class methods accepting TenantPrismaClient + tenantId, returning typed metric interfaces	3min	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

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