mirror of
https://github.com/Sea-Haven-Industries/shoc-backend.git
synced 2026-09-30 07:13:12 +00:00
feat(dashboard): add trend metrics (SH-350)
This commit is contained in:
Alexandre Brandizzi
parent
3358ea5058
commit
9d7efa34a6
5 changed files with 498 additions and 1 deletions
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@ -367,4 +367,259 @@ public class DashboardServiceTests
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result.Items[0].CompletionRate.Should().Be(100);
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result.Items[0].RescheduleRate.Should().Be(50);
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}
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[Fact]
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public async Task GetTrendAsync_DailyBucketsClassifyByNewYorkScheduledDate()
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{
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using var ctx = NewContext();
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ctx.workOrders.AddRange(
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 1, 15, 3, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Canceled,
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ScheduledDate = new DateTime(2026, 1, 14, 15, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Completed,
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ScheduledDate = new DateTime(2026, 1, 15, 17, 0, 0, DateTimeKind.Utc),
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CompletedDate = new DateTime(2026, 1, 16, 15, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 1, 16, 3, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 1, 17, 3, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 1, 13, 20, 0, 0, DateTimeKind.Utc)
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});
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ctx.SaveChanges();
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var query = new DashboardTrendQueryDTO
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{
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DateFrom = new DateOnly(2026, 1, 14),
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DateTo = new DateOnly(2026, 1, 16)
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};
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var trend = await NewService(ctx).GetTrendAsync(
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AccountUser(1), query, CancellationToken.None);
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trend.Granularity.Should().Be("day");
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trend.Buckets.Select(bucket => bucket.Date).Should().Equal(
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new DateOnly(2026, 1, 14), new DateOnly(2026, 1, 15), new DateOnly(2026, 1, 16));
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trend.Buckets.Select(bucket => bucket.Label).Should().Equal(
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"2026-01-14", "2026-01-15", "2026-01-16");
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trend.Buckets[0].Total.Should().Be(2);
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trend.Buckets[0].Open.Should().Be(1);
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trend.Buckets[0].Canceled.Should().Be(1);
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trend.Buckets[0].Completed.Should().Be(0);
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trend.Buckets[0].Overdue.Should().Be(1);
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trend.Buckets[1].Total.Should().Be(2);
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trend.Buckets[1].Open.Should().Be(1);
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trend.Buckets[1].Completed.Should().Be(1);
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trend.Buckets[1].Overdue.Should().Be(1);
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trend.Buckets[2].Total.Should().Be(1);
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trend.Buckets[2].Open.Should().Be(1);
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trend.Buckets[2].Overdue.Should().Be(1);
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trend.Buckets.Should().OnlyContain(bucket => !bucket.IsCurrent);
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}
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[Fact]
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public async Task GetTrendAsync_ThreeMonthRangeUsesWeeklyMondayBuckets()
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{
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using var ctx = NewContext();
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ctx.workOrders.AddRange(
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 6, 17, 12, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 6, 16, 3, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Completed,
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ScheduledDate = new DateTime(2026, 9, 16, 12, 0, 0, DateTimeKind.Utc),
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CompletedDate = new DateTime(2026, 9, 16, 18, 0, 0, DateTimeKind.Utc)
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});
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ctx.SaveChanges();
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var query = new DashboardTrendQueryDTO
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{
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Range = "3m",
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DateFrom = new DateOnly(2026, 6, 17),
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DateTo = new DateOnly(2026, 9, 16)
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};
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var trend = await NewService(ctx).GetTrendAsync(
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AccountUser(1), query, CancellationToken.None);
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trend.Granularity.Should().Be("week");
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trend.Buckets.Should().HaveCount(14);
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trend.Buckets.Select(bucket => bucket.Date.DayOfWeek)
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.Should().OnlyContain(day => day == DayOfWeek.Monday);
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trend.Buckets[0].Date.Should().Be(new DateOnly(2026, 6, 15));
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trend.Buckets[0].Total.Should().Be(2);
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trend.Buckets[0].Open.Should().Be(2);
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trend.Buckets[^1].Date.Should().Be(new DateOnly(2026, 9, 14));
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trend.Buckets[^1].Total.Should().Be(1);
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trend.Buckets[^1].Completed.Should().Be(1);
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}
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[Fact]
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public async Task GetTrendAsync_YearFilterUsesMonthlyBuckets()
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{
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using var ctx = NewContext();
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ctx.workOrders.AddRange(
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 1, 15, 12, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Completed,
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ScheduledDate = new DateTime(2026, 3, 20, 4, 0, 0, DateTimeKind.Utc),
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CompletedDate = new DateTime(2026, 3, 21, 4, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2025, 12, 31, 20, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2027, 1, 1, 3, 0, 0, DateTimeKind.Utc)
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});
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ctx.SaveChanges();
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var trend = await NewService(ctx).GetTrendAsync(
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AccountUser(1), new DashboardTrendQueryDTO { Year = 2026 }, CancellationToken.None);
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trend.Granularity.Should().Be("month");
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trend.Buckets.Should().HaveCount(12);
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trend.Buckets[0].Label.Should().Be("2026-01-01");
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trend.Buckets[0].Total.Should().Be(1);
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trend.Buckets[0].Open.Should().Be(1);
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trend.Buckets[0].Overdue.Should().Be(1);
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trend.Buckets[2].Label.Should().Be("2026-03-01");
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trend.Buckets[2].Total.Should().Be(1);
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trend.Buckets[2].Completed.Should().Be(1);
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trend.Buckets[11].Label.Should().Be("2026-12-01");
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trend.Buckets[11].Total.Should().Be(1);
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trend.Buckets[11].Open.Should().Be(1);
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trend.Buckets[11].Overdue.Should().Be(0);
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trend.Today.Should().Be(DashboardBusinessTime.Today());
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}
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[Fact]
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public async Task GetTrendAsync_MarksTodayBucketAsCurrent()
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{
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using var ctx = NewContext();
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var today = DashboardBusinessTime.Today();
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ctx.workOrders.Add(new WorkOrder
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{
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AccountId = 1,
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = today.AddDays(-2).ToDateTime(new TimeOnly(12, 0))
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});
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ctx.SaveChanges();
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var query = new DashboardTrendQueryDTO
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{
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DateFrom = today.AddDays(-2),
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DateTo = today.AddDays(2)
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};
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var trend = await NewService(ctx).GetTrendAsync(
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AccountUser(1), query, CancellationToken.None);
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trend.Today.Should().Be(today);
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trend.Buckets.Should().HaveCount(5);
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trend.Buckets.Count(bucket => bucket.IsCurrent).Should().Be(1);
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trend.Buckets.Single(bucket => bucket.IsCurrent).Date.Should().Be(today);
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trend.Buckets[0].Total.Should().Be(1);
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trend.Buckets.Single(bucket => bucket.Date == today).Total.Should().Be(0);
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}
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[Fact]
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public async Task GetTrendAsync_DispatcherRoleAndTenantScopeMatchStats()
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{
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using var ctx = NewContext();
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ctx.workOrders.AddRange(
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new WorkOrder
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{
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AccountId = 1,
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AssignTo = "dispatcher-1",
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 2, 2, 12, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 1,
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AssignTo = "dispatcher-2",
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 2, 2, 12, 0, 0, DateTimeKind.Utc)
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},
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new WorkOrder
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{
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AccountId = 2,
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AssignTo = "dispatcher-1",
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LifecycleStatus = Data.SeaHavenIndustries.Enums.LifecycleStatus.Scheduled,
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ScheduledDate = new DateTime(2026, 2, 2, 12, 0, 0, DateTimeKind.Utc)
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});
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ctx.SaveChanges();
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var query = new DashboardTrendQueryDTO
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{
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DateFrom = new DateOnly(2026, 2, 2),
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DateTo = new DateOnly(2026, 2, 3)
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};
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var dispatcherTrend = await NewService(ctx).GetTrendAsync(
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AccountUser(1, "dispatcher-1", "Dispatcher"), query, CancellationToken.None);
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dispatcherTrend.Buckets.Should().HaveCount(2);
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dispatcherTrend.Buckets[0].Total.Should().Be(1);
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dispatcherTrend.Buckets[1].Total.Should().Be(0);
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var adminTrend = await NewService(ctx).GetTrendAsync(
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AccountUser(1), query, CancellationToken.None);
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adminTrend.Buckets[0].Total.Should().Be(2);
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var otherAccountTrend = await NewService(ctx).GetTrendAsync(
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AccountUser(2), query, CancellationToken.None);
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otherAccountTrend.Buckets[0].Total.Should().Be(1);
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}
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}
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@ -110,6 +110,47 @@ namespace Api.SeaHavenIndustries.Controllers
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}
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}
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[HttpGet("Trend")]
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public async Task<IActionResult> GetTrend(
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[FromQuery] DashboardTrendQueryDTO query,
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CancellationToken cancellationToken = default)
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{
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try
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{
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var trend = await _dashboardService.GetTrendAsync(User, query, cancellationToken);
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return Ok(new
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{
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granularity = trend.Granularity,
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today = trend.Today,
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buckets = trend.Buckets.Select(bucket => new
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{
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date = bucket.Date,
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label = bucket.Label,
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total = bucket.Total,
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open = bucket.Open,
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completed = bucket.Completed,
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canceled = bucket.Canceled,
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overdue = bucket.Overdue,
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isCurrent = bucket.IsCurrent
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})
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});
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}
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catch (SeaHaven.Services.Exceptions.WorkOrderBoardValidationException ex)
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when (ex.Code == "Forbidden")
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{
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return StatusCode(StatusCodes.Status403Forbidden, new
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{
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code = ex.Code,
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message = ex.Message
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});
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}
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catch (ArgumentOutOfRangeException ex)
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{
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return BadRequest(ex.Message);
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}
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}
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[HttpGet("VendorInsights")]
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public async Task<IActionResult> GetVendorInsights(CancellationToken cancellationToken = default)
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{
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@ -1,11 +1,36 @@
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namespace SeaHaven.Services.DTOs
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{
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public sealed class DashboardStatsQueryDTO
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public class DashboardStatsQueryDTO
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{
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public DateOnly? DateFrom { get; set; }
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public DateOnly? DateTo { get; set; }
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}
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public sealed class DashboardTrendQueryDTO : DashboardStatsQueryDTO
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{
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public string? Range { get; set; }
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public int? Year { get; set; }
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}
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public sealed class DashboardTrendResponseDTO
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{
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public string Granularity { get; init; } = "day";
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public DateOnly Today { get; init; }
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public IReadOnlyList<DashboardTrendBucketDTO> Buckets { get; init; } = [];
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}
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public sealed class DashboardTrendBucketDTO
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{
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public DateOnly Date { get; init; }
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public string Label { get; init; } = string.Empty;
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public int Total { get; init; }
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public int Open { get; init; }
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public int Completed { get; init; }
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public int Canceled { get; init; }
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public int Overdue { get; init; }
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public bool IsCurrent { get; init; }
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}
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public sealed class DashboardWorkloadResponseDTO
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{
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public IReadOnlyList<DashboardWorkloadRowDTO> Items { get; init; } = [];
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@ -1,4 +1,6 @@
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using System.Globalization;
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using System.Security.Claims;
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using Data.SeaHavenIndustries.Enums;
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using SeaHaven.DataServices.Interfaces;
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using SeaHaven.Services.DTOs;
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using SeaHaven.Services.Exceptions;
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@ -180,6 +182,175 @@ namespace SeaHaven.Services.Implementation
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};
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}
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public async Task<DashboardTrendResponseDTO> GetTrendAsync(
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ClaimsPrincipal user,
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DashboardTrendQueryDTO query,
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CancellationToken cancellationToken)
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{
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var accountId = _accountResolver.ResolveAccountFilter(user);
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var dispatcherId = user.IsInRole("Dispatcher")
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? user.FindFirstValue(ClaimTypes.NameIdentifier)
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: null;
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if (user.IsInRole("Dispatcher") && string.IsNullOrWhiteSpace(dispatcherId))
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throw new WorkOrderBoardValidationException("Forbidden", "Dispatcher identity is required.");
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var today = DashboardBusinessTime.Today();
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var (windowFrom, windowTo, granularity) = ResolveTrendWindow(query, today);
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var timezone = TimeZoneInfo.FindSystemTimeZoneById(DashboardBusinessTime.TimeZoneId);
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var firstBucketStart = BucketStart(windowFrom, granularity);
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var lastBucketStart = BucketStart(windowTo, granularity);
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var lastBucketEnd = BucketEnd(lastBucketStart, granularity);
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var workOrders = await _dataService.GetDashboardWorkOrdersAsync(
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accountId,
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dispatcherId,
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firstBucketStart.AddDays(-1),
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lastBucketEnd.AddDays(1),
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cancellationToken);
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var buckets = BuildBucketStarts(firstBucketStart, windowTo, granularity)
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.Select(start => new TrendBucket(start))
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.ToList();
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var bucketStarts = buckets.Select(bucket => bucket.Start).ToList();
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foreach (var workOrder in workOrders)
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{
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if (workOrder.ScheduledDate is not DateTime scheduled)
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continue;
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var businessDate = DateOnly.FromDateTime(
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TimeZoneInfo.ConvertTimeFromUtc(
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DateTime.SpecifyKind(scheduled, DateTimeKind.Utc), timezone));
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if (businessDate < firstBucketStart || businessDate > lastBucketEnd)
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continue;
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var bucket = buckets[LocateBucket(bucketStarts, businessDate)];
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var status = workOrder.LifecycleStatus
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?? LifecycleStatusMapper.ParseLifecycleStatus(workOrder.LegacyStatus);
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bucket.Total++;
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if (status == LifecycleStatus.Completed)
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bucket.Completed++;
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else if (status == LifecycleStatus.Canceled)
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bucket.Canceled++;
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else
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{
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bucket.Open++;
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if (businessDate < today)
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bucket.Overdue++;
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}
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}
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DateOnly? currentStart = today < firstBucketStart || today > lastBucketEnd
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? null
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: buckets[LocateBucket(bucketStarts, today)].Start;
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return new DashboardTrendResponseDTO
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{
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Granularity = granularity,
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Today = today,
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Buckets = buckets.Select(bucket => new DashboardTrendBucketDTO
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{
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Date = bucket.Start,
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Label = bucket.Start.ToString("yyyy-MM-dd", CultureInfo.InvariantCulture),
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Total = bucket.Total,
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Open = bucket.Open,
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Completed = bucket.Completed,
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Canceled = bucket.Canceled,
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Overdue = bucket.Overdue,
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IsCurrent = bucket.Start == currentStart
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}).ToList()
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};
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}
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private static (DateOnly From, DateOnly To, string Granularity) ResolveTrendWindow(
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DashboardTrendQueryDTO query,
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DateOnly today)
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{
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if (query.Year is int year)
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{
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if (year < DateOnly.MinValue.Year || year > DateOnly.MaxValue.Year)
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throw new ArgumentOutOfRangeException(nameof(query));
|
||||
return (new DateOnly(year, 1, 1), new DateOnly(year, 12, 31), "month");
|
||||
}
|
||||
|
||||
if (string.Equals(query.Range, ThreeMonthRange, StringComparison.OrdinalIgnoreCase))
|
||||
{
|
||||
var weeklyTo = query.DateTo ?? today;
|
||||
var weeklyFrom = query.DateFrom ?? weeklyTo.AddMonths(-3).AddDays(1);
|
||||
if (weeklyFrom > weeklyTo)
|
||||
throw new ArgumentOutOfRangeException(nameof(query));
|
||||
return (weeklyFrom, weeklyTo, "week");
|
||||
}
|
||||
|
||||
if (query.DateFrom is DateOnly dailyFrom && query.DateTo is DateOnly dailyTo)
|
||||
{
|
||||
if (dailyFrom > dailyTo)
|
||||
throw new ArgumentOutOfRangeException(nameof(query));
|
||||
return (dailyFrom, dailyTo, "day");
|
||||
}
|
||||
|
||||
if (query.DateFrom.HasValue != query.DateTo.HasValue)
|
||||
throw new ArgumentOutOfRangeException(nameof(query));
|
||||
|
||||
return (today, today, "day");
|
||||
}
|
||||
|
||||
private static List<DateOnly> BuildBucketStarts(DateOnly from, DateOnly to, string granularity)
|
||||
{
|
||||
var starts = new List<DateOnly>();
|
||||
var current = BucketStart(from, granularity);
|
||||
while (current <= to)
|
||||
{
|
||||
starts.Add(current);
|
||||
current = granularity switch
|
||||
{
|
||||
"week" => current.AddDays(7),
|
||||
"month" => current.AddMonths(1),
|
||||
_ => current.AddDays(1)
|
||||
};
|
||||
}
|
||||
return starts;
|
||||
}
|
||||
|
||||
private static DateOnly BucketStart(DateOnly date, string granularity) => granularity switch
|
||||
{
|
||||
"week" => date.AddDays(-(((int)date.DayOfWeek + 6) % 7)),
|
||||
"month" => new DateOnly(date.Year, date.Month, 1),
|
||||
_ => date
|
||||
};
|
||||
|
||||
private static DateOnly BucketEnd(DateOnly start, string granularity) => granularity switch
|
||||
{
|
||||
"week" => start.AddDays(6),
|
||||
"month" => start.AddMonths(1).AddDays(-1),
|
||||
_ => start
|
||||
};
|
||||
|
||||
private static int LocateBucket(List<DateOnly> starts, DateOnly date)
|
||||
{
|
||||
var low = 0;
|
||||
var high = starts.Count - 1;
|
||||
while (low < high)
|
||||
{
|
||||
var middle = (low + high + 1) / 2;
|
||||
if (starts[middle] <= date)
|
||||
low = middle;
|
||||
else
|
||||
high = middle - 1;
|
||||
}
|
||||
return low;
|
||||
}
|
||||
|
||||
private const string ThreeMonthRange = "3m";
|
||||
|
||||
private sealed class TrendBucket(DateOnly start)
|
||||
{
|
||||
public DateOnly Start { get; } = start;
|
||||
public int Total { get; set; }
|
||||
public int Open { get; set; }
|
||||
public int Completed { get; set; }
|
||||
public int Canceled { get; set; }
|
||||
public int Overdue { get; set; }
|
||||
}
|
||||
|
||||
public async Task<DashboardVendorInsightsResponseDTO> GetVendorInsightsAsync(
|
||||
ClaimsPrincipal user,
|
||||
CancellationToken cancellationToken)
|
||||
|
|
|
|||
|
|
@ -27,6 +27,11 @@ namespace SeaHaven.Services.Interfaces
|
|||
DashboardStatsQueryDTO query,
|
||||
CancellationToken cancellationToken);
|
||||
|
||||
Task<DashboardTrendResponseDTO> GetTrendAsync(
|
||||
ClaimsPrincipal user,
|
||||
DashboardTrendQueryDTO query,
|
||||
CancellationToken cancellationToken);
|
||||
|
||||
Task<DashboardVendorInsightsResponseDTO> GetVendorInsightsAsync(
|
||||
ClaimsPrincipal user,
|
||||
CancellationToken cancellationToken);
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue