Enhance Dashboard Components with Additional Statistics and History Displays

- Expanded FinanceOverview, InventoryOverview, and SalesOverview components to include new statistics and history displays for various object types, improving data visibility.
- Added support for tax record statistics, payment history, and invoice history in FinanceOverview.
- Introduced stock transfer, shipment, and part stock history statistics in InventoryOverview.
- Enhanced SalesOverview with order item statistics and shipment history, providing a more comprehensive view of sales data.
- Updated ModelHistoryDisplay to support dynamic history groups, improving flexibility in data representation.
- Refactored various model definitions to include new statistical measures, enhancing the overall data model structure.

src/components/Dashboard/Finance/FinanceOverview.jsx

@@ -1,9 +1,22 @@
 import DashboardOverviewPage from '../common/DashboardOverviewPage'
 import StatsDisplay from '../common/StatsDisplay'
+import ModelHistoryDisplay from '../common/ModelHistoryDisplay'
+import ObjectTable from '../common/ObjectTable'
 
 const collapseDefaults = {
   invoiceStats: true,
-  paymentStats: true
+  paymentStats: true,
+  taxRecordStats: true,
+  invoiceCountHistory: true,
+  invoiceAmountHistory: true,
+  paymentCountHistory: true,
+  paymentAmountHistory: true,
+  taxRecordCountHistory: true,
+  taxRecordAmountHistory: true,
+  overdueInvoices: true,
+  partiallyPaidInvoices: true,
+  dueInvoices: true,
+  authorisedPayments: true
 }
 
 const sections = [
@@ -18,6 +31,135 @@ const sections = [
     title: 'Payment Statistics',
     className: 'no-t-padding-collapse',
     content: <StatsDisplay objectType='payment' />
+  },
+  {
+    key: 'taxRecordStats',
+    title: 'Tax Record Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='taxRecord' />
+  },
+  {
+    key: 'invoiceHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'invoiceCountHistory',
+          title: 'Invoice Count History',
+          content: (
+            <ModelHistoryDisplay objectType='invoice' historyGroup='count' />
+          )
+        }
+      ],
+      [
+        {
+          key: 'invoiceAmountHistory',
+          title: 'Invoice Amount History',
+          content: (
+            <ModelHistoryDisplay objectType='invoice' historyGroup='amount' />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'paymentHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'paymentCountHistory',
+          title: 'Payment Count History',
+          content: (
+            <ModelHistoryDisplay objectType='payment' historyGroup='count' />
+          )
+        }
+      ],
+      [
+        {
+          key: 'paymentAmountHistory',
+          title: 'Payment Amount History',
+          content: (
+            <ModelHistoryDisplay objectType='payment' historyGroup='amount' />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'taxRecordHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'taxRecordCountHistory',
+          title: 'Tax Record Count History',
+          content: (
+            <ModelHistoryDisplay objectType='taxRecord' historyGroup='count' />
+          )
+        }
+      ],
+      [
+        {
+          key: 'taxRecordAmountHistory',
+          title: 'Tax Record Amount History',
+          content: (
+            <ModelHistoryDisplay objectType='taxRecord' historyGroup='amount' />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'overdueAndPartiallyPaidInvoicesRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'overdueInvoices',
+          title: 'Overdue Invoices',
+          content: (
+            <ObjectTable type='invoice' masterFilter={{ state: 'overdue' }} />
+          )
+        }
+      ],
+      [
+        {
+          key: 'partiallyPaidInvoices',
+          title: 'Partially Paid Invoices',
+          content: (
+            <ObjectTable
+              type='invoice'
+              masterFilter={{ state: 'partiallyPaid' }}
+            />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'dueInvoicesAndAuthorisedPaymentsRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'dueInvoices',
+          title: 'Due Invoices',
+          content: (
+            <ObjectTable type='invoice' masterFilter={{ state: 'sent' }} />
+          )
+        }
+      ],
+      [
+        {
+          key: 'authorisedPayments',
+          title: 'Authorised Payments',
+          content: (
+            <ObjectTable type='payment' masterFilter={{ state: 'authorised' }} />
+          )
+        }
+      ]
+    ]
   }
 ]
 

src/components/Dashboard/Inventory/InventoryOverview.jsx

@@ -9,15 +9,28 @@ const collapseDefaults = {
   productStockStats: true,
   purchaseOrderStats: true,
   stockEventStats: true,
-  partStockHistory: true,
+  stockTransferStats: true,
+  stockLocationStats: true,
+  shipmentStats: true,
+  partStockCountHistory: true,
+  partStockValueHistory: true,
   newPartStocks: true,
-  filamentStockHistory: true,
+  filamentStockCountHistory: true,
+  filamentStockValueHistory: true,
   unconsumedFilamentStocks: true,
-  productStockHistory: true,
+  productStockCountHistory: true,
+  productStockValueHistory: true,
   draftProductStocks: true,
-  purchaseOrderHistory: true,
+  purchaseOrderCountHistory: true,
+  purchaseOrderAmountHistory: true,
   draftPurchaseOrders: true,
-  stockEventHistory: true
+  stockEventHistory: true,
+  stockTransferHistory: true,
+  draftStockTransfers: true,
+  sentPurchaseOrders: true,
+  usedPartStocks: true,
+  plannedShipments: true,
+  shippedInboundShipments: true
 }
 
 const sections = [
@@ -52,24 +65,82 @@ const sections = [
     content: <StatsDisplay objectType='stockEvent' />
   },
   {
-    key: 'partAndFilamentHistoryRow',
+    key: 'stockTransferStats',
+    title: 'Stock Transfer Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='stockTransfer' />
+  },
+  {
+    key: 'stockLocationStats',
+    title: 'Stock Location Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='stockLocation' />
+  },
+  {
+    key: 'shipmentStats',
+    title: 'Shipment Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='shipment' />
+  },
+  {
+    key: 'partStockHistoryRow',
     type: 'row',
     columns: [
       [
         {
-          key: 'partStockHistory',
+          key: 'partStockCountHistory',
-          title: 'Part Stock History',
+          title: 'Part Stock Count History',
           content: (
-            <ModelHistoryDisplay objectType='partStock' chartType='line' />
+            <ModelHistoryDisplay
+              objectType='partStock'
+              historyGroup='count'
+              chartType='line'
+            />
           )
         }
       ],
       [
         {
-          key: 'filamentStockHistory',
+          key: 'partStockValueHistory',
-          title: 'Filament Stock History',
+          title: 'Part Stock Quantity History',
           content: (
-            <ModelHistoryDisplay objectType='filamentStock' chartType='line' />
+            <ModelHistoryDisplay
+              objectType='partStock'
+              historyGroup='value'
+              chartType='line'
+            />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'filamentStockHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'filamentStockCountHistory',
+          title: 'Filament Stock Count History',
+          content: (
+            <ModelHistoryDisplay
+              objectType='filamentStock'
+              historyGroup='count'
+              chartType='line'
+            />
+          )
+        }
+      ],
+      [
+        {
+          key: 'filamentStockValueHistory',
+          title: 'Filament Stock Weight History',
+          content: (
+            <ModelHistoryDisplay
+              objectType='filamentStock'
+              historyGroup='value'
+              chartType='line'
+            />
           )
         }
       ]
@@ -103,23 +174,63 @@ const sections = [
     ]
   },
   {
-    key: 'productAndPurchaseOrderHistoryRow',
+    key: 'productStockHistoryRow',
     type: 'row',
     columns: [
       [
         {
-          key: 'productStockHistory',
+          key: 'productStockCountHistory',
-          title: 'Product Stock History',
+          title: 'Product Stock Count History',
           content: (
-            <ModelHistoryDisplay objectType='productStock' chartType='line' />
+            <ModelHistoryDisplay
+              objectType='productStock'
+              historyGroup='count'
+              chartType='line'
+            />
           )
         }
       ],
       [
         {
-          key: 'purchaseOrderHistory',
+          key: 'productStockValueHistory',
-          title: 'Purchase Order History',
+          title: 'Product Stock Quantity History',
-          content: <ModelHistoryDisplay objectType='purchaseOrder' />
+          content: (
+            <ModelHistoryDisplay
+              objectType='productStock'
+              historyGroup='value'
+              chartType='line'
+            />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'purchaseOrderHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'purchaseOrderCountHistory',
+          title: 'Purchase Order Count History',
+          content: (
+            <ModelHistoryDisplay
+              objectType='purchaseOrder'
+              historyGroup='count'
+            />
+          )
+        }
+      ],
+      [
+        {
+          key: 'purchaseOrderAmountHistory',
+          title: 'Purchase Order Amount History',
+          content: (
+            <ModelHistoryDisplay
+              objectType='purchaseOrder'
+              historyGroup='amount'
+            />
+          )
         }
       ]
     ]
@@ -155,7 +266,7 @@ const sections = [
     ]
   },
   {
-    key: 'stockEventHistoryRow',
+    key: 'stockEventAndTransferHistoryRow',
     type: 'row',
     columns: [
       [
@@ -166,6 +277,85 @@ const sections = [
             <ModelHistoryDisplay objectType='stockEvent' chartType='line' />
           )
         }
+      ],
+      [
+        {
+          key: 'stockTransferHistory',
+          title: 'Stock Transfer History',
+          content: <ModelHistoryDisplay objectType='stockTransfer' />
+        }
+      ]
+    ]
+  },
+  {
+    key: 'draftTransfersAndSentPurchaseOrdersRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'draftStockTransfers',
+          title: 'Draft Stock Transfers',
+          content: (
+            <ObjectTable
+              type='stockTransfer'
+              masterFilter={{ state: 'draft' }}
+            />
+          )
+        }
+      ],
+      [
+        {
+          key: 'sentPurchaseOrders',
+          title: 'Sent Purchase Orders',
+          content: (
+            <ObjectTable
+              type='purchaseOrder'
+              masterFilter={{ state: 'sent' }}
+            />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'usedPartsAndPlannedShipmentsRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'usedPartStocks',
+          title: 'Used Part Stocks',
+          content: (
+            <ObjectTable type='partStock' masterFilter={{ state: 'used' }} />
+          )
+        }
+      ],
+      [
+        {
+          key: 'plannedShipments',
+          title: 'Planned Shipments',
+          content: (
+            <ObjectTable type='shipment' masterFilter={{ state: 'planned' }} />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'shippedInboundShipmentsRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'shippedInboundShipments',
+          title: 'Inbound Shipments In Transit',
+          content: (
+            <ObjectTable
+              type='shipment'
+              masterFilter={{ orderType: 'purchaseOrder', state: 'shipped' }}
+            />
+          )
+        }
       ]
     ]
   }

src/components/Dashboard/Sales/SalesOverview.jsx

@@ -5,17 +5,28 @@ import ObjectTable from '../common/ObjectTable'
 
 const collapseDefaults = {
   salesOrderStats: true,
+  orderItemStats: true,
   listingStats: true,
   marketplaceStats: true,
   clientStats: true,
-  salesOrderHistory: true,
+  shipmentStats: true,
-  confirmedSalesOrders: true,
+  salesOrderCountHistory: true,
+  salesOrderAmountHistory: true,
   listingHistory: true,
+  orderItemCountHistory: true,
+  orderItemAmountHistory: true,
+  shipmentCountHistory: true,
+  shipmentAmountHistory: true,
+  confirmedSalesOrders: true,
   draftListings: true,
   marketplaceHistory: true,
-  readyMarketplaces: true,
   clientHistory: true,
-  activeClients: true
+  readyMarketplaces: true,
+  activeClients: true,
+  sentSalesOrders: true,
+  activeListings: true,
+  ordersToShip: true,
+  plannedOutboundShipments: true
 }
 
 const sections = [
@@ -25,6 +36,12 @@ const sections = [
     className: 'no-t-padding-collapse',
     content: <StatsDisplay objectType='salesOrder' />
   },
+  {
+    key: 'orderItemStats',
+    title: 'Order Item Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='orderItem' />
+  },
   {
     key: 'listingStats',
     title: 'Listing Statistics',
@@ -44,16 +61,42 @@ const sections = [
     content: <StatsDisplay objectType='client' />
   },
   {
-    key: 'salesOrderAndListingHistoryRow',
+    key: 'shipmentStats',
+    title: 'Shipment Statistics',
+    className: 'no-t-padding-collapse',
+    content: <StatsDisplay objectType='shipment' />
+  },
+  {
+    key: 'salesOrderHistoryRow',
     type: 'row',
     columns: [
       [
         {
-          key: 'salesOrderHistory',
+          key: 'salesOrderCountHistory',
-          title: 'Sales Order History',
+          title: 'Sales Order Count History',
-          content: <ModelHistoryDisplay objectType='salesOrder' />
+          content: (
+            <ModelHistoryDisplay objectType='salesOrder' historyGroup='count' />
+          )
         }
       ],
+      [
+        {
+          key: 'salesOrderAmountHistory',
+          title: 'Sales Order Amount History',
+          content: (
+            <ModelHistoryDisplay
+              objectType='salesOrder'
+              historyGroup='amount'
+            />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'listingHistoryRow',
+    type: 'row',
+    columns: [
       [
         {
           key: 'listingHistory',
@@ -63,6 +106,54 @@ const sections = [
       ]
     ]
   },
+  {
+    key: 'orderItemHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'orderItemCountHistory',
+          title: 'Order Item Count History',
+          content: (
+            <ModelHistoryDisplay objectType='orderItem' historyGroup='count' />
+          )
+        }
+      ],
+      [
+        {
+          key: 'orderItemAmountHistory',
+          title: 'Order Item Amount History',
+          content: (
+            <ModelHistoryDisplay objectType='orderItem' historyGroup='amount' />
+          )
+        }
+      ]
+    ]
+  },
+  {
+    key: 'shipmentHistoryRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'shipmentCountHistory',
+          title: 'Shipment Count History',
+          content: (
+            <ModelHistoryDisplay objectType='shipment' historyGroup='count' />
+          )
+        }
+      ],
+      [
+        {
+          key: 'shipmentAmountHistory',
+          title: 'Shipment Amount History',
+          content: (
+            <ModelHistoryDisplay objectType='shipment' historyGroup='amount' />
+          )
+        }
+      ]
+    ]
+  },
   {
     key: 'confirmedSalesOrdersAndDraftListingsRow',
     type: 'row',
@@ -90,6 +181,30 @@ const sections = [
       ]
     ]
   },
+  {
+    key: 'sentSalesOrdersAndActiveListingsRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'sentSalesOrders',
+          title: 'Sent Sales Orders',
+          content: (
+            <ObjectTable type='salesOrder' masterFilter={{ state: 'sent' }} />
+          )
+        }
+      ],
+      [
+        {
+          key: 'activeListings',
+          title: 'Active Listings',
+          content: (
+            <ObjectTable type='listing' masterFilter={{ state: 'active' }} />
+          )
+        }
+      ]
+    ]
+  },
   {
     key: 'marketplaceAndClientHistoryRow',
     type: 'row',
@@ -131,6 +246,36 @@ const sections = [
         }
       ]
     ]
+  },
+  {
+    key: 'ordersToShipAndPlannedShipmentsRow',
+    type: 'row',
+    columns: [
+      [
+        {
+          key: 'ordersToShip',
+          title: 'Orders To Ship',
+          content: (
+            <ObjectTable
+              type='salesOrder'
+              masterFilter={{ state: 'partiallyShipped' }}
+            />
+          )
+        }
+      ],
+      [
+        {
+          key: 'plannedOutboundShipments',
+          title: 'Planned Outbound Shipments',
+          content: (
+            <ObjectTable
+              type='shipment'
+              masterFilter={{ orderType: 'salesOrder', state: 'planned' }}
+            />
+          )
+        }
+      ]
+    ]
   }
 ]
 

src/components/Dashboard/common/ModelHistoryDisplay.jsx

@@ -35,14 +35,52 @@ const legendMeasureStyle = {
 const toCssHeight = (value) =>
   typeof value === 'number' ? `${value}px` : value
 
+const isAmountStat = (statDef) => {
+  if (statDef.prefix === '£') return true
+  const name = statDef.name || ''
+  if (name.includes('Amount') || name.includes('Value')) return true
+  const combineList = statDef.combine || statDef.sum
+  if (
+    combineList?.some(
+      (statName) => statName.includes('Amount') || statName.endsWith('.sum')
+    )
+  ) {
+    return true
+  }
+  return false
+}
+
+const isValueStat = (statDef) => {
+  if (isAmountStat(statDef)) return false
+  if (statDef.name?.endsWith('.sum')) return true
+  if (statDef.suffix) return true
+  return false
+}
+
+export const resolveStatHistoryGroup = (statDef) => {
+  if (statDef.history === false) return null
+  if (statDef.historyGroup) return statDef.historyGroup
+  if (isAmountStat(statDef)) return 'amount'
+  if (isValueStat(statDef)) return 'value'
+  return 'count'
+}
+
+export const getModelHistoryStats = (model, historyGroup = 'count') => {
+  return (model?.stats || []).filter(
+    (statDef) => resolveStatHistoryGroup(statDef) === historyGroup
+  )
+}
+
 const ModelHistoryDisplay = ({
   objectType,
+  historyGroup = 'count',
   startDate,
   endDate,
   styles,
   height = 400,
-  chartType = 'bar'
+  chartType: chartTypeProp
 }) => {
+  const chartType = chartTypeProp ?? (historyGroup === 'amount' ? 'line' : 'bar')
   const { getModelHistory, connected } = useContext(ApiServerContext)
   const { token } = useContext(AuthContext)
   const [historyData, setHistoryData] = useState([])
@@ -132,8 +170,8 @@ const ModelHistoryDisplay = ({
   )
 
   const modelStats = useMemo(
-    () => (model?.stats || []).filter((statDef) => statDef.history !== false),
+    () => getModelHistoryStats(model, historyGroup),
-    [model]
+    [model, historyGroup]
   )
 
   const themeColors = getColors()
@@ -516,6 +554,7 @@ const ModelHistoryDisplay = ({
 
 ModelHistoryDisplay.propTypes = {
   objectType: PropTypes.string.isRequired,
+  historyGroup: PropTypes.oneOf(['count', 'amount', 'value']),
   startDate: PropTypes.oneOfType([
     PropTypes.string,
     PropTypes.instanceOf(Date)

src/database/models/FilamentStock.js

@@ -192,22 +192,19 @@ export const FilamentStock = {
       name: 'unconsumed.count',
       label: 'Unconsumed',
       type: 'number',
-      color: 'success',
+      color: 'success'
-      history: false
     },
     {
       name: 'used.count',
       label: 'Used',
       type: 'number',
-      color: 'warning',
+      color: 'warning'
-      history: false
     },
     {
       name: 'consumed.count',
       label: 'Consumed',
       type: 'number',
-      color: 'default',
+      color: 'default'
-      history: false
     },
     {
       name: 'totalCurrentWeight.sum',
@@ -215,7 +212,8 @@ export const FilamentStock = {
       type: 'number',
       roundNumber: 2,
       suffix: 'g',
-      cardWidth: 200
+      cardWidth: 200,
+      historyGroup: 'value'
     }
   ]
 }

src/database/models/Invoice.js

@@ -741,6 +741,36 @@ export const Invoice = {
       prefix: '£',
       roundNumber: 2,
       color: 'error'
+    },
+    {
+      name: 'partiallyPaid.partiallyPaidGrandTotalAmount.sum',
+      label: 'Partially Paid Amount',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'processing',
+      cardWidth: 200
+    },
+    {
+      name: 'paid.paidCount.count',
+      label: 'Paid',
+      type: 'number',
+      color: 'success'
+    },
+    {
+      name: 'paid.paidGrandTotalAmount.sum',
+      label: 'Paid Amount',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'success',
+      cardWidth: 200
+    },
+    {
+      name: 'cancelled.cancelledCount.count',
+      label: 'Cancelled',
+      type: 'number',
+      color: 'default'
     }
   ]
 }

src/database/models/OrderItem.js

@@ -503,5 +503,49 @@ export const OrderItem = {
       readOnly: true,
       columnWidth: 225
     }
+  ],
+  stats: [
+    {
+      name: 'draft.count',
+      label: 'Draft',
+      type: 'number',
+      color: 'default'
+    },
+    {
+      name: 'ordered.count',
+      label: 'Ordered',
+      type: 'number',
+      color: 'cyan'
+    },
+    {
+      name: 'shipped.count',
+      label: 'Shipped',
+      type: 'number',
+      color: 'processing'
+    },
+    {
+      name: 'received.count',
+      label: 'Received',
+      type: 'number',
+      color: 'success'
+    },
+    {
+      name: 'shippedValue.totalAmountWithTax.sum',
+      label: 'Shipped Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'processing',
+      cardWidth: 175
+    },
+    {
+      name: 'receivedValue.totalAmountWithTax.sum',
+      label: 'Received Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'success',
+      cardWidth: 175
+    }
   ]
 }

src/database/models/PartStock.js

@@ -257,36 +257,33 @@ export const PartStock = {
       name: 'draft.count',
       label: 'Draft',
       type: 'number',
-      color: 'default',
+      color: 'default'
-      history: false
     },
     {
       name: 'new.count',
       label: 'New',
       type: 'number',
-      color: 'success',
+      color: 'success'
-      history: false
     },
     {
       name: 'used.count',
       label: 'Used',
       type: 'number',
-      color: 'warning',
+      color: 'warning'
-      history: false
     },
     {
       name: 'consumed.count',
       label: 'Consumed',
       type: 'number',
-      color: 'default',
+      color: 'default'
-      history: false
     },
     {
       name: 'totalCurrentQuantity.sum',
       label: 'Total Current Quantity',
       type: 'number',
       roundNumber: 2,
-      cardWidth: 200
+      cardWidth: 200,
+      historyGroup: 'value'
     }
   ]
 }

src/database/models/Payment.js

@@ -379,6 +379,21 @@ export const Payment = {
       prefix: '£',
       roundNumber: 2,
       color: 'red'
+    },
+    {
+      name: 'cancelled.cancelledCount.count',
+      label: 'Cancelled',
+      type: 'number',
+      color: 'default'
+    },
+    {
+      name: 'cancelled.cancelledAmount.sum',
+      label: 'Cancelled Amount',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'default',
+      cardWidth: 200
     }
   ]
 }

src/database/models/ProductStock.js

@@ -420,36 +420,33 @@ export const ProductStock = {
       name: 'draft.count',
       label: 'Draft',
       type: 'number',
-      color: 'default',
+      color: 'default'
-      history: false
     },
     {
       name: 'new.count',
       label: 'New',
       type: 'number',
-      color: 'success',
+      color: 'success'
-      history: false
     },
     {
       name: 'used.count',
       label: 'Used',
       type: 'number',
-      color: 'warning',
+      color: 'warning'
-      history: false
     },
     {
       name: 'consumed.count',
       label: 'Consumed',
       type: 'number',
-      color: 'default',
+      color: 'default'
-      history: false
     },
     {
       name: 'totalCurrentQuantity.sum',
       label: 'Total Current Quantity',
       type: 'number',
       roundNumber: 2,
-      cardWidth: 200
+      cardWidth: 200,
+      historyGroup: 'value'
     }
   ]
 }

src/database/models/PurchaseOrder.js

@@ -449,6 +449,24 @@ export const PurchaseOrder = {
       label: 'Completed',
       type: 'number',
       color: 'success'
+    },
+    {
+      name: 'awaitingReceiptValue.grandTotalAmount.sum',
+      label: 'Awaiting Receipt Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'warning',
+      cardWidth: 220
+    },
+    {
+      name: 'receivedValue.grandTotalAmount.sum',
+      label: 'Received Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'success',
+      cardWidth: 200
     }
   ]
 }

src/database/models/SalesOrder.js

@@ -448,6 +448,24 @@ export const SalesOrder = {
       label: 'Cancelled',
       type: 'number',
       color: 'error'
+    },
+    {
+      name: 'pipelineValue.grandTotalAmount.sum',
+      label: 'Pipeline Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'purple',
+      cardWidth: 200
+    },
+    {
+      name: 'completedValue.grandTotalAmount.sum',
+      label: 'Completed Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'success',
+      cardWidth: 200
     }
   ]
 }

src/database/models/Shipment.js

@@ -428,5 +428,46 @@ export const Shipment = {
       step: 0.01,
       columnWidth: 275
     }
+  ],
+  stats: [
+    {
+      name: 'draft.count',
+      label: 'Draft',
+      type: 'number',
+      color: 'default'
+    },
+    {
+      name: 'planned.count',
+      label: 'Planned',
+      type: 'number',
+      color: 'warning'
+    },
+    {
+      name: 'shipped.count',
+      label: 'Shipped',
+      type: 'number',
+      color: 'processing'
+    },
+    {
+      name: 'delivered.count',
+      label: 'Delivered',
+      type: 'number',
+      color: 'success'
+    },
+    {
+      name: 'cancelled.count',
+      label: 'Cancelled',
+      type: 'number',
+      color: 'error'
+    },
+    {
+      name: 'inTransitValue.amountWithTax.sum',
+      label: 'In Transit Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'processing',
+      cardWidth: 200
+    }
   ]
 }

src/database/models/StockEvent.js

@@ -115,6 +115,14 @@ export const StockEvent = {
       type: 'number',
       color: 'success',
       cardWidth: 220
+    },
+    {
+      name: 'totalEvents',
+      label: 'Total Events',
+      type: 'number',
+      color: 'default',
+      cardWidth: 175,
+      sum: ['partStock.count', 'filamentStock.count', 'productStock.count']
     }
   ]
 }

src/database/models/TaxRecord.js

@@ -224,5 +224,49 @@ export const TaxRecord = {
       type: 'dateTime',
       readOnly: true
     }
+  ],
+  stats: [
+    {
+      name: 'total.count.count',
+      label: 'Total Records',
+      type: 'number',
+      color: 'default'
+    },
+    {
+      name: 'total.taxAmount.sum',
+      label: 'Total Tax',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'warning',
+      cardWidth: 175
+    },
+    {
+      name: 'total.amount.sum',
+      label: 'Total Transaction Value',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'default',
+      cardWidth: 220
+    },
+    {
+      name: 'salesOrder.taxAmount.sum',
+      label: 'Sales Tax',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'success',
+      cardWidth: 175
+    },
+    {
+      name: 'purchaseOrder.taxAmount.sum',
+      label: 'Purchase Tax',
+      type: 'number',
+      prefix: '£',
+      roundNumber: 2,
+      color: 'processing',
+      cardWidth: 175
+    }
   ]
 }