AquaDealers
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AquaDealers provides 9 report types covering finance, sales, inventory, and farmer ledgers. Most support date filtering and multiple export formats.
| Report | Route | Data Source | Date Filters | Export Formats |
|---|---|---|---|---|
| Monthly Finance Pack | /reports |
Revenue, expenses, dues, settlements, health score | This Month, Last Month, Last 3/6 Months, Custom | CSV, Excel-compatible HTML, Summary PDF |
| Sales Register | /sales-register |
Per-bill detail with line items | Date range | CSV, Excel |
| Profit Report | /profit-report |
Revenue − COGS − Expenses (FIFO-based COGS) | Date range | CSV |
| Stock Report | /inventory/report |
Current stock levels, valuation, low stock alerts | Point-in-time (current) | PDF, WhatsApp |
| Settlements | /reports/settlements |
Settlement discount details per farmer | Date range | — |
| Dues Report | /dues |
Outstanding amounts with ageing buckets | Point-in-time (current) | PDF, WhatsApp |
| Daily Book | /book/* |
11 daily views (register-styled) | Single date (with prev/next navigation) | — |
| Farmer Statement | /farmers/:id |
Ledger with running balance per farmer | Date range | PDF, WhatsApp, Public link |
| Expiring Medicines | Dashboard widget | Medicine lots approaching expiry | 30 / 60 / 90 day windows | PDF, WhatsApp |
Route: /reports
The primary financial overview. Combines revenue, expenses, dues, settlements, and a dealer health score into a single dashboard-style report.
Route: /sales-register
Per-bill detail with individual line items. Paginated via RPC (server-side) for performance. Supports date range filtering.
Export: CSV, Excel
Route: /profit-report
Calculates: Revenue − COGS − Expenses = Profit
COGS is calculated using FIFO lot consumption — the cost of each sold item is traced back to the specific purchase lot it came from, consumed in first-in-first-out order. Paginated via RPC.
Export: CSV
Route: /inventory/report
Current snapshot of all inventory: stock levels, total valuation, and low stock alerts. Point-in-time report (no date range).
Export: PDF, WhatsApp (via wa.me link using Stock Report template)
Route: /reports/settlements
Details of settlement discounts applied per farmer. Shows discount amount, original balance, and settled amount.
Route: /dues
Outstanding amounts across all farmers with ageing buckets:
| Bucket | Age |
|---|---|
| Current | 0–30 days |
| Overdue | 31–60 days |
| Seriously Overdue | 61–90 days |
| Critical | 90+ days |
Export: PDF, WhatsApp
Performance note: Uses useWindowVirtualizer for row virtualization on large farmer lists.
Route: /book/*
Register-styled daily views with 11 sub-views covering all daily transactions. Supports date navigation (previous/next day). Prefetches adjacent dates for fast navigation.
Route: /farmers/:id
Complete ledger for a single farmer showing all bills, payments, returns, and adjustments with a running balance column.
Route: Dashboard widget (not a standalone page)
Lists medicine lots approaching expiry within configurable windows:
Export: PDF, WhatsApp