Add rollup configurations and statistics methods to finance and inventory schemas

This commit enhances the `invoice`, `taxrecord`, `orderitem`, `purchaseorder`, `shipment`, and `salesorder` schemas by introducing new rollup configurations for various states and values. It adds methods for aggregating statistics and historical data using `aggregateRollups` and `aggregateRollupsHistory`, improving data analysis capabilities across financial and inventory records. The new rollups include counts and sums for different transaction types and states, facilitating better reporting and insights into the application's financial and inventory management.

src/database/schemas/finance/invoice.schema.js

@@ -92,12 +92,18 @@ const rollupConfigs = [
   {
     name: 'paid',
     filter: { 'state.type': 'paid' },
-    rollups: [{ name: 'paidCount', property: 'state.type', operation: 'count' }],
+    rollups: [
+      { name: 'paidCount', property: 'state.type', operation: 'count' },
+      { name: 'paidGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
   },
   {
     name: 'overdue',
     filter: { 'state.type': 'overdue' },
-    rollups: [{ name: 'overdueCount', property: 'state.type', operation: 'count' }],
+    rollups: [
+      { name: 'overdueCount', property: 'state.type', operation: 'count' },
+      { name: 'overdueGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
   },
   {
     name: 'cancelled',

src/database/schemas/finance/taxrecord.schema.js

@@ -1,5 +1,6 @@
 import mongoose from 'mongoose';
 import { generateId } from '../../utils.js';
+import { aggregateRollups, aggregateRollupsHistory } from '../../database.js';
 const { Schema } = mongoose;
 
 const taxRecordSchema = new Schema(
@@ -21,6 +22,44 @@ const taxRecordSchema = new Schema(
 
 taxRecordSchema.index({ transactionType: 'text' });
 
+const rollupConfigs = [
+  {
+    name: 'total',
+    filter: {},
+    rollups: [
+      { name: 'count', property: 'amount', operation: 'count' },
+      { name: 'amount', property: 'amount', operation: 'sum' },
+      { name: 'taxAmount', property: 'taxAmount', operation: 'sum' },
+    ],
+  },
+  {
+    name: 'salesOrder',
+    filter: { transactionType: 'salesOrder' },
+    rollups: [{ name: 'taxAmount', property: 'taxAmount', operation: 'sum' }],
+  },
+  {
+    name: 'purchaseOrder',
+    filter: { transactionType: 'purchaseOrder' },
+    rollups: [{ name: 'taxAmount', property: 'taxAmount', operation: 'sum' }],
+  },
+];
+
+taxRecordSchema.statics.stats = async function () {
+  return aggregateRollups({
+    model: this,
+    rollupConfigs,
+  });
+};
+
+taxRecordSchema.statics.history = async function (from, to) {
+  return aggregateRollupsHistory({
+    model: this,
+    startDate: from,
+    endDate: to,
+    rollupConfigs,
+  });
+};
+
 taxRecordSchema.virtual('id').get(function () {
   return this._id;
 });

src/database/schemas/inventory/orderitem.schema.js

@@ -76,6 +76,16 @@ orderItemSchema.index({ name: 'text', itemType: 'text', orderType: 'text' });
 orderItemSchema.index({ order: 1, externalReference: 1 }, { unique: true, sparse: true });
 
 const rollupConfigs = [
+  {
+    name: 'draft',
+    filter: { 'state.type': 'draft' },
+    rollups: [{ name: 'draft', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'ordered',
+    filter: { 'state.type': 'ordered' },
+    rollups: [{ name: 'ordered', property: 'state.type', operation: 'count' }],
+  },
   {
     name: 'shipped',
     filter: { 'state.type': 'shipped' },
@@ -86,6 +96,16 @@ const rollupConfigs = [
     filter: { 'state.type': 'received' },
     rollups: [{ name: 'received', property: 'state.type', operation: 'count' }],
   },
+  {
+    name: 'shippedValue',
+    filter: { 'state.type': 'shipped' },
+    rollups: [{ name: 'totalAmountWithTax', property: 'totalAmountWithTax', operation: 'sum' }],
+  },
+  {
+    name: 'receivedValue',
+    filter: { 'state.type': 'received' },
+    rollups: [{ name: 'totalAmountWithTax', property: 'totalAmountWithTax', operation: 'sum' }],
+  },
 ];
 
 orderItemSchema.statics.stats = async function () {

src/database/schemas/inventory/purchaseorder.schema.js

@@ -73,6 +73,20 @@ const rollupConfigs = [
     filter: { 'state.type': 'completed' },
     rollups: [{ name: 'completed', property: 'state.type', operation: 'count' }],
   },
+  {
+    name: 'awaitingReceiptValue',
+    filter: {
+      'state.type': {
+        $in: ['sent', 'acknowledged', 'partiallyShipped', 'shipped', 'partiallyReceived'],
+      },
+    },
+    rollups: [{ name: 'grandTotalAmount', property: 'grandTotalAmount', operation: 'sum' }],
+  },
+  {
+    name: 'receivedValue',
+    filter: { 'state.type': { $in: ['received', 'completed'] } },
+    rollups: [{ name: 'grandTotalAmount', property: 'grandTotalAmount', operation: 'sum' }],
+  },
 ];
 
 purchaseOrderSchema.statics.stats = async function () {

src/database/schemas/inventory/shipment.schema.js

@@ -4,7 +4,12 @@ const { Schema } = mongoose;
 import { purchaseOrderModel } from './purchaseorder.schema.js';
 import { salesOrderModel } from '../sales/salesorder.schema.js';
 import { taxRateModel } from '../management/taxrate.schema.js';
-import { aggregateRollups, editObject, getObject } from '../../database.js';
+import {
+  aggregateRollups,
+  aggregateRollupsHistory,
+  editObject,
+  getObject,
+} from '../../database.js';
 
 const shipmentSchema = new Schema(
   {
@@ -38,6 +43,55 @@ const shipmentSchema = new Schema(
 shipmentSchema.index({ trackingNumber: 'text', orderType: 'text' });
 shipmentSchema.index({ order: 1, externalReference: 1 }, { unique: true, sparse: true });
 
+const rollupConfigs = [
+  {
+    name: 'draft',
+    filter: { 'state.type': 'draft' },
+    rollups: [{ name: 'draft', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'planned',
+    filter: { 'state.type': 'planned' },
+    rollups: [{ name: 'planned', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'shipped',
+    filter: { 'state.type': 'shipped' },
+    rollups: [{ name: 'shipped', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'delivered',
+    filter: { 'state.type': 'delivered' },
+    rollups: [{ name: 'delivered', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'cancelled',
+    filter: { 'state.type': 'cancelled' },
+    rollups: [{ name: 'cancelled', property: 'state.type', operation: 'count' }],
+  },
+  {
+    name: 'inTransitValue',
+    filter: { 'state.type': 'shipped' },
+    rollups: [{ name: 'amountWithTax', property: 'amountWithTax', operation: 'sum' }],
+  },
+];
+
+shipmentSchema.statics.stats = async function () {
+  return aggregateRollups({
+    model: this,
+    rollupConfigs,
+  });
+};
+
+shipmentSchema.statics.history = async function (from, to) {
+  return aggregateRollupsHistory({
+    model: this,
+    startDate: from,
+    endDate: to,
+    rollupConfigs,
+  });
+};
+
 shipmentSchema.statics.recalculate = async function (shipment, user) {
   if (shipment.orderType !== 'purchaseOrder' && shipment.orderType !== 'salesOrder') {
     return;

src/database/schemas/sales/salesorder.schema.js

@@ -76,6 +76,20 @@ const rollupConfigs = [
     filter: { 'state.type': 'completed' },
     rollups: [{ name: 'completed', property: 'state.type', operation: 'count' }],
   },
+  {
+    name: 'pipelineValue',
+    filter: {
+      'state.type': {
+        $in: ['sent', 'confirmed', 'partiallyShipped', 'shipped', 'partiallyDelivered'],
+      },
+    },
+    rollups: [{ name: 'grandTotalAmount', property: 'grandTotalAmount', operation: 'sum' }],
+  },
+  {
+    name: 'completedValue',
+    filter: { 'state.type': { $in: ['delivered', 'completed'] } },
+    rollups: [{ name: 'grandTotalAmount', property: 'grandTotalAmount', operation: 'sum' }],
+  },
 ];
 
 salesOrderSchema.statics.stats = async function () {