+
+
+ Accounting Dashboard
+ +
+ <%= form_with url: admin_accounting_path, method: :get, class: "period-form" do |f| %>
+ <%= f.select :period,
+ options_for_select([
+ ['Current Month', 'current_month'],
+ ['Last Month', 'last_month'],
+ ['Last 30 Days', 'last_30_days'],
+ ['Current Year', 'current_year'],
+ ['Last Year', 'last_year'],
+ ['All Time', 'all_time'],
+ ['Custom Range', 'custom']
+ ], @period),
+ {},
+ class: 'period-select',
+ onchange: 'this.form.submit()' %>
+
+ <% if @period == 'custom' %>
+
+
+ <%= f.date_field :start_date, value: params[:start_date] || @start_date.to_date, class: 'date-input' %>
+ <%= f.date_field :end_date, value: params[:end_date] || @end_date.to_date, class: 'date-input' %>
+ <%= f.submit 'Apply', class: 'btn btn-primary' %>
+
+ <% end %>
+ <% end %>
+
+ <%= link_to 'Export CSV',
+ export_csv_admin_accounting_path(
+ period: @period,
+ start_date: @start_date.to_date,
+ end_date: @end_date.to_date
+ ),
+ class: 'btn btn-secondary' %>
+ + Period: + <%= @start_date.strftime('%B %d, %Y') %> - <%= @end_date.strftime('%B %d, %Y') %> +
+ +
+
+
+
+
+
+
+
+
+ Total Revenue
+ <%= @kpis[:total_revenue].format %>
+
+ <%= @kpis[:growth_rate] >= 0 ? 'โ' : 'โ' %>
+ <%= number_to_percentage(@kpis[:growth_rate].abs, precision: 2) %>
+
+
+
+
+
+
+
+ Transactions
+ <%= number_with_delimiter(@kpis[:transaction_count]) %>
+
+
+
+
+
+
+
+ Avg Transaction
+ <%= @kpis[:avg_transaction_value].format %>
+
+
+
+
+
+
+ Subscription Time Sold
+
+ <%= number_with_delimiter(@kpis[:total_months_sold]) %> months
+
+
+
+
+
+
+ Avg Month Value
+ <%= @kpis[:avg_price_per_month].format %>
+ Revenue Over Time
+
+ <%= column_chart @revenue_data, suffix: ' โฌ', height: '350px' %>
+
+
+
+
+
+
+ <% else %>
+
+
+
+
+
+
+ <% else %>
+
+
+
+ Payment Methods
+ + <% if @payment_methods_data.any? %> +
+ <%= pie_chart(@payment_methods_data.map { |pm| [pm[:name], pm[:amount_chart]] }, donut: true, suffix: ' โฌ', height: '300px') %>
+
+
+ | Payment Method | +Count | +Amount | +Avg | +
|---|---|---|---|
| + <%= pm[:name] %> + <% if pm[:auto_verified] %> + Auto + <% end %> + | +<%= number_with_delimiter(pm[:count]) %> | +<%= pm[:amount].format %> | +<%= pm[:avg_value].format %> | +
No payment data for this period.
+ <% end %> +Top Items
+ + <% if @top_items_data.any? %> +
+ <%= column_chart(@top_items_data.first(10).map { |i| [i[:name], i[:revenue].to_f] }, suffix: ' โฌ', height: '300px') %>
+
+
+ | Item | +Type | +Qty | +Revenue | +% of Total | +
|---|---|---|---|---|
| <%= item[:name] %> | +<%= item[:type] %> | +<%= number_with_delimiter(item[:quantity]) %> | +<%= item[:revenue].format %> | +<%= number_to_percentage(item[:percentage], precision: 1) %> | +
No items sold in this period.
+ <% end %> +Recent Sales
+ + <% if @recent_sales.any? %> +
+
+
+
+
+ <% else %>
+ | Sale ID | +Date | +Client | +Seller | +Payment Method | +Items | +Total | +Invoice | +
|---|---|---|---|---|---|---|---|
| #<%= sale[:id] %> | +<%= sale[:date].strftime('%Y-%m-%d %H:%M') %> | +<%= sale[:client] %> | +<%= sale[:seller] %> | +<%= sale[:payment_method] %> | +<%= number_with_delimiter(sale[:items_count]) %> | +<%= sale[:total].format %> | ++ ๐ PDF + | +
No sales in this period.
+ <% end %> +
+
+
+
+
+ <% end %>
+
+
+
+
+
+
+ <% else %>
+
+
+ Customer Metrics
+ +
+
+
+ <% if @customer_metrics[:top_customers].any? %>
+
+
+
+ New Customers
+
+ <%= number_with_delimiter(@customer_metrics[:new_customers]) %>
+
+
+
+
+ Total Customers
+
+ <%= number_with_delimiter(@customer_metrics[:total_customers]) %>
+
+
+
+ Avg Customer LTV
+
+ <%= @customer_metrics[:avg_lifetime_value].format %>
+
+ Top Customers
+| Customer | +Revenue | +Orders | +
|---|---|---|
| <%= customer[:name] %> | +<%= customer[:revenue].format %> | +<%= number_with_delimiter(customer[:transaction_count]) %> | +
Sales by Seller
+ + <% if @sales_by_seller.any? %> +| Seller | +Sales Count | +Revenue | +
|---|---|---|
| <%= seller[:name] %> | +<%= number_with_delimiter(seller[:count]) %> | +<%= seller[:revenue].format %> | +
No seller data available for this period.
+ <% end %> +