Enhance financial and inventory schemas with new rollup configurations

- Added new rollup configurations to the `invoice`, `taxrecord`, `orderitem`, `purchaseorder`, `shipment`, and `salesorder` schemas to improve financial reporting and inventory management.
- Introduced aggregate functions for calculating totals and counts based on various states, enhancing data analysis capabilities across the application.

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/inventory/stockevent.schema.js

@@ -1,6 +1,11 @@
 import mongoose from 'mongoose';
 import { generateId } from '../../utils.js';
-import { getObject, editObject, aggregateRollups, aggregateRollupsHistory } from '../../database.js';
+import {
+  getObject,
+  editObject,
+  aggregateRollups,
+  aggregateRollupsHistory,
+} from '../../database.js';
 const { Schema } = mongoose;
 
 const parentStockModelNames = {
@@ -43,8 +48,6 @@ const buildParentState = (parentType, parentStock, currentAmount, startingAmount
 
   const progress = currentAmount / startingAmount;
 
-  console.log('progress', progress);
-
   if (currentAmount === startingAmount) {
     return { ...parentStock.state, type: fullState, progress: 1 };
   }

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 () {