Files
clinicpro/docs/api/dashboard.md
T
hamed 62a9fd87c3 feat: Implement Jalali calendar support for dashboard charts
- Added support for Jalali calendar in the dashboard, allowing charts to display data based on the current Jalali month and year.
- Updated the API to return `patients_year`, `patients_month`, and `revenue_year` parameters for the dashboard charts.
- Refactored the dashboard controller to handle Jalali date calculations and queries.
- Modified the frontend components to utilize the new Jalali date parameters and reflect changes in the UI.
- Removed the status column from the NewAppointmentsTable as status management is now handled on the appointments page.
- Added tests to ensure the correct functioning of the new Jalali chart period features.
2026-07-18 21:44:01 +03:30

318 lines
11 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# Dashboard API
Role-specific dashboard endpoints. Each endpoint requires the corresponding role JWT.
---
## GET /api/v1/dashboard/clinic
Returns stats and today's schedule for the authenticated clinic owner.
**Auth:** `ROLE_CLINIC` required
### Query params
| Param | Type | Default | Description |
|-------|------|---------|-------------|
| `from` | int (unix) | start of current month | Period start for patient/revenue stats |
| `to` | int (unix) | now | Period end for patient/revenue stats |
| `patients_year` | int (Jalali) | current Jalali year | Year of the month drawn by `charts.appointments_by_day` |
| `patients_month` | int `1..12` | current Jalali month | Jalali month drawn by `charts.appointments_by_day` |
| `revenue_year` | int (Jalali) | current Jalali year | Jalali year drawn by `charts.revenue_by_month` |
`patients_year` / `revenue_year` are clamped to `1300..1500` and `patients_month` to `1..12`.
### Response `200`
```json
{
"success": true,
"data": {
"clinic": {
"uuid": "string",
"name": "string",
"is_active": true,
"logo": "string | null"
},
"stats": {
"total_doctors": 5,
"today_appointments": 12,
"this_month_appointments": 87,
"pending_invitations": 2,
"sms_wallet_balance": 50000,
"unique_patients_count": 34,
"total_patients": 210,
"revenue_period_rials": 12500000,
"today_payments_rials": 5225000,
"week_payments_rials": 560000200
},
"charts": {
"revenue_by_day": [
{ "label": "۷ خرداد", "amount_rials": 3200000 }
],
"revenue_by_month": [
{ "label": "فروردین", "amount_rials": 3200000 }
],
"appointments_by_day": [
{ "label": "۱", "count": 9 }
]
},
"charts_period": { "patients_year": 1405, "patients_month": 4, "revenue_year": 1405 },
"period": { "from": 1717200000, "to": 1719792000 },
"today_appointments": [
{
"uuid": "string",
"patient_name": "string | null",
"patient_mobile": "string | null",
"doctor_name": "string",
"service_name": "string | null",
"slot_start": 1700000000,
"slot_end": 1700001800,
"status": "reserved"
}
],
"doctors": [
{
"uuid": "string",
"name": "string",
"today_count": 3
}
]
}
}
```
**Field notes:**
- `sms_wallet_balance` — current SMS wallet balance in Rials (0 if wallet not yet created)
- `unique_patients_count` — distinct patients with at least one session in the `from``to` period
- `total_patients` — distinct patients ever (no period filter)
- `revenue_period_rials` — sum of `final_price_rials` from all patient sessions in the period
- `today_payments_rials` / `week_payments_rials` — revenue for today / the last 7 days
- `charts.appointments_by_day` — «نمودار تعداد بیماران»: one entry per day of the requested Jalali month (2831 entries), label = Jalali day number in Persian digits, empty days are `count: 0`
- `charts.revenue_by_month` — «میزان درآمد»: exactly 12 entries, one per Jalali month of `revenue_year`, label = Persian month name
- `charts.revenue_by_day` — last 7 days; kept only as the source of `today_payments_rials` / `week_payments_rials`, not drawn by the dashboard charts
- `charts_period` — the effective (post-clamp) chart period, so the UI can reflect what was actually rendered
- `today_appointments` — up to 5 records, ordered by `slot_start ASC`; each row carries `patient_mobile`, `doctor_name` (personnel), `service_name` (nullable — booked service item), and `slot_end` for the «لیست نوبت‌های جدید» dashboard table (that table renders read-only — `status` is still returned but no longer shown)
- `doctors` — all doctors belonging to this clinic; each includes their appointment count for today
### Errors
| Code | HTTP | Description |
|------|------|-------------|
| `ERR_NOT_FOUND_001` | 404 | Clinic not found for this user |
---
## GET /api/v1/dashboard/doctor
Returns stats and today's schedule for the authenticated doctor.
**Auth:** `ROLE_DOCTOR` required
### Query params
| Param | Type | Default | Description |
|-------|------|---------|-------------|
| `from` | int (unix) | start of current month | Period start for patient/revenue stats |
| `to` | int (unix) | now | Period end for patient/revenue stats |
| `patients_year` | int (Jalali) | current Jalali year | Year of the month drawn by `charts.appointments_by_day` |
| `patients_month` | int `1..12` | current Jalali month | Jalali month drawn by `charts.appointments_by_day` |
| `revenue_year` | int (Jalali) | current Jalali year | Jalali year drawn by `charts.revenue_by_month` |
### Response `200`
```json
{
"success": true,
"data": {
"doctor": {
"uuid": "string",
"name": "string",
"degree": "string | null"
},
"stats": {
"today_appointments": 8,
"tomorrow_appointments": 5,
"this_month_appointments": 62,
"avg_rating": 4.6,
"total_ratings": 34,
"sms_wallet_balance": 25000,
"unique_patients_count": 18,
"total_patients": 140,
"revenue_period_rials": 6800000,
"today_payments_rials": 5225000,
"week_payments_rials": 42000000
},
"charts": {
"revenue_by_day": [ { "label": "۷ خرداد", "amount_rials": 3200000 } ],
"revenue_by_month": [ { "label": "فروردین", "amount_rials": 3200000 } ],
"appointments_by_day": [ { "label": "۱", "count": 4 } ]
},
"charts_period": { "patients_year": 1405, "patients_month": 4, "revenue_year": 1405 },
"period": { "from": 1717200000, "to": 1719792000 },
"today_appointments": [
{
"uuid": "string",
"patient_name": "string | null",
"patient_mobile": "string",
"doctor_name": "string",
"service_name": "string | null",
"slot_start": 1700000000,
"slot_end": 1700001800,
"status": "reserved"
}
],
"clinics": [
{
"uuid": "string",
"name": "string",
"logo": "string | null"
}
]
}
}
```
**Field notes:**
- `today_appointments` — up to 10 records, ordered by `slot_start ASC`; each row carries `patient_mobile`, `doctor_name`, `service_name` (nullable), and `slot_end` for the dashboard appointments table
- `avg_rating` — rounded to 1 decimal; `null` if no ratings yet
- `clinics` — all clinics the doctor belongs to
- `sms_wallet_balance`, `unique_patients_count`, `revenue_period_rials` — same semantics as clinic dashboard
- `charts.*`, `charts_period` — same Jalali-period semantics as the clinic dashboard; `revenue_by_day` / `revenue_by_month` are omitted entirely when the caller may not see financials (see the note at the end of this file)
### Errors
| Code | HTTP | Description |
|------|------|-------------|
| `ERR_NOT_FOUND_001` | 404 | Doctor profile not found for this user |
---
## GET /api/v1/dashboard/secretary
Returns stats for the authenticated secretary and (conditionally) today's appointments.
**Auth:** `ROLE_SECRETARY` required
### Response `200`
```json
{
"success": true,
"data": {
"doctor": {
"uuid": "string",
"name": "string",
"degree": "string | null"
},
"permissions": {
"resources": {
"appointments": {
"view": true,
"edit": false
}
}
},
"stats": {
"today_appointments": 8,
"tomorrow_appointments": 5
},
"today_appointments": [
{
"uuid": "string",
"patient_name": "string | null",
"patient_mobile": "string",
"slot_start": 1700000000,
"status": "reserved"
}
]
}
}
```
`today_appointments` — only populated when `permissions.resources.appointments.view === true`; up to 10 records when visible.
### Errors
| Code | HTTP | Description |
|------|------|-------------|
| `ERR_FORBIDDEN_001` | 403 | Secretary relation not configured or inactive |
---
## GET /api/v1/admin/dashboard/charts
Returns time-series chart data for admin dashboard. All series are filtered to the given `from``to` window.
**Auth:** `ROLE_ADMIN` required
### Query params
| Param | Type | Default | Description |
|-------|------|---------|-------------|
| `from` | int (unix) | 30 days ago | Period start |
| `to` | int (unix) | now | Period end |
### Response `200`
```json
{
"success": true,
"data": {
"appointments_by_day": [
{ "date": "06/01", "count": 12 }
],
"revenue_by_day": [
{ "date": "06/01", "amount": 3500000 }
],
"appointment_status": [
{ "status": "confirmed", "count": 320 }
],
"top_specialties": [
{ "name": "قلب و عروق", "count": 85 }
],
"subscription_sales_by_plan": [
{ "plan": "basic", "count": 14, "revenue": 4060000 }
],
"period": { "from": 1717200000, "to": 1719792000 }
}
}
```
**Field notes:**
- `appointments_by_day` / `revenue_by_day` — one entry per calendar day in the period; days with no data appear as `count: 0` / `amount: 0`
- `appointment_status` — all-time counts, not filtered by period
- `top_specialties` — top 8 by appointment volume, all-time
- `subscription_sales_by_plan` — subscriptions created in period, grouped by plan; `revenue` sums only payments with status `received`
---
## Doctor dashboard is context-scoped (2026-07)
`GET /api/v1/dashboard/doctor` now accepts an optional **`clinic_uuid`**. When absent it falls back
to the caller's stored active context (`user_active_context`), then to their role.
In a **clinic context** the response is restricted to that clinic:
* appointment counts and `today_appointments` only include appointments whose `address_id` belongs
to that clinic;
* the financial fields are **omitted entirely** — `revenue_period_rials`, `today_payments_rials`,
`week_payments_rials`, `sms_wallet_balance`, `unique_patients_count`, `total_patients`, and
`charts.revenue_by_day`, and `charts.revenue_by_month`. They describe the doctor's personal practice and have no meaning inside
someone else's clinic. They return only in the personal context, or for the clinic's own owner
holding `payments.view`;
* `clinics` comes back as `[]` — the "کلینیک‌های من" list belongs to the personal dashboard.
A `clinic_uuid` the caller has no access to is ignored and the personal context is used.
New response field:
```json
"context": { "type": "personal" | "clinic", "clinic_uuid": "…|null", "clinic_name": "…|null" }
```
The admin SPA dispatches on this: `primaryRole === 'doctor' && context.scope === 'clinic'` renders
`InvitedDoctorDashboard` (appointment tiles + today's list only) instead of the full doctor
dashboard. Hiding the cards client-side was not enough — the endpoint is directly callable.