- 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.
318 lines
11 KiB
Markdown
318 lines
11 KiB
Markdown
# Dashboard API
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Role-specific dashboard endpoints. Each endpoint requires the corresponding role JWT.
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---
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## GET /api/v1/dashboard/clinic
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Returns stats and today's schedule for the authenticated clinic owner.
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**Auth:** `ROLE_CLINIC` required
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### Query params
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| Param | Type | Default | Description |
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|-------|------|---------|-------------|
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| `from` | int (unix) | start of current month | Period start for patient/revenue stats |
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| `to` | int (unix) | now | Period end for patient/revenue stats |
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| `patients_year` | int (Jalali) | current Jalali year | Year of the month drawn by `charts.appointments_by_day` |
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| `patients_month` | int `1..12` | current Jalali month | Jalali month drawn by `charts.appointments_by_day` |
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| `revenue_year` | int (Jalali) | current Jalali year | Jalali year drawn by `charts.revenue_by_month` |
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`patients_year` / `revenue_year` are clamped to `1300..1500` and `patients_month` to `1..12`.
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### Response `200`
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```json
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{
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"success": true,
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"data": {
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"clinic": {
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"uuid": "string",
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"name": "string",
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"is_active": true,
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"logo": "string | null"
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},
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"stats": {
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"total_doctors": 5,
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"today_appointments": 12,
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"this_month_appointments": 87,
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"pending_invitations": 2,
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"sms_wallet_balance": 50000,
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"unique_patients_count": 34,
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"total_patients": 210,
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"revenue_period_rials": 12500000,
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"today_payments_rials": 5225000,
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"week_payments_rials": 560000200
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},
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"charts": {
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"revenue_by_day": [
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{ "label": "۷ خرداد", "amount_rials": 3200000 }
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],
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"revenue_by_month": [
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{ "label": "فروردین", "amount_rials": 3200000 }
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],
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"appointments_by_day": [
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{ "label": "۱", "count": 9 }
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]
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},
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"charts_period": { "patients_year": 1405, "patients_month": 4, "revenue_year": 1405 },
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"period": { "from": 1717200000, "to": 1719792000 },
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"today_appointments": [
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{
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"uuid": "string",
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"patient_name": "string | null",
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"patient_mobile": "string | null",
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"doctor_name": "string",
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"service_name": "string | null",
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"slot_start": 1700000000,
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"slot_end": 1700001800,
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"status": "reserved"
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}
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],
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"doctors": [
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{
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"uuid": "string",
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"name": "string",
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"today_count": 3
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}
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]
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}
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}
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```
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**Field notes:**
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- `sms_wallet_balance` — current SMS wallet balance in Rials (0 if wallet not yet created)
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- `unique_patients_count` — distinct patients with at least one session in the `from`–`to` period
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- `total_patients` — distinct patients ever (no period filter)
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- `revenue_period_rials` — sum of `final_price_rials` from all patient sessions in the period
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- `today_payments_rials` / `week_payments_rials` — revenue for today / the last 7 days
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- `charts.appointments_by_day` — «نمودار تعداد بیماران»: one entry per day of the requested Jalali month (28–31 entries), label = Jalali day number in Persian digits, empty days are `count: 0`
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- `charts.revenue_by_month` — «میزان درآمد»: exactly 12 entries, one per Jalali month of `revenue_year`, label = Persian month name
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- `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
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- `charts_period` — the effective (post-clamp) chart period, so the UI can reflect what was actually rendered
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- `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)
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- `doctors` — all doctors belonging to this clinic; each includes their appointment count for today
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### Errors
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| Code | HTTP | Description |
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|------|------|-------------|
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| `ERR_NOT_FOUND_001` | 404 | Clinic not found for this user |
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---
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## GET /api/v1/dashboard/doctor
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Returns stats and today's schedule for the authenticated doctor.
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**Auth:** `ROLE_DOCTOR` required
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### Query params
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| Param | Type | Default | Description |
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|-------|------|---------|-------------|
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| `from` | int (unix) | start of current month | Period start for patient/revenue stats |
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| `to` | int (unix) | now | Period end for patient/revenue stats |
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| `patients_year` | int (Jalali) | current Jalali year | Year of the month drawn by `charts.appointments_by_day` |
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| `patients_month` | int `1..12` | current Jalali month | Jalali month drawn by `charts.appointments_by_day` |
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| `revenue_year` | int (Jalali) | current Jalali year | Jalali year drawn by `charts.revenue_by_month` |
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### Response `200`
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```json
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{
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"success": true,
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"data": {
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"doctor": {
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"uuid": "string",
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"name": "string",
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"degree": "string | null"
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},
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"stats": {
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"today_appointments": 8,
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"tomorrow_appointments": 5,
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"this_month_appointments": 62,
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"avg_rating": 4.6,
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"total_ratings": 34,
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"sms_wallet_balance": 25000,
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"unique_patients_count": 18,
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"total_patients": 140,
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"revenue_period_rials": 6800000,
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"today_payments_rials": 5225000,
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"week_payments_rials": 42000000
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},
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"charts": {
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"revenue_by_day": [ { "label": "۷ خرداد", "amount_rials": 3200000 } ],
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"revenue_by_month": [ { "label": "فروردین", "amount_rials": 3200000 } ],
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"appointments_by_day": [ { "label": "۱", "count": 4 } ]
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},
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"charts_period": { "patients_year": 1405, "patients_month": 4, "revenue_year": 1405 },
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"period": { "from": 1717200000, "to": 1719792000 },
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"today_appointments": [
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{
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"uuid": "string",
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"patient_name": "string | null",
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"patient_mobile": "string",
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"doctor_name": "string",
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"service_name": "string | null",
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"slot_start": 1700000000,
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"slot_end": 1700001800,
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"status": "reserved"
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}
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],
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"clinics": [
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{
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"uuid": "string",
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"name": "string",
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"logo": "string | null"
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}
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]
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}
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}
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```
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**Field notes:**
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- `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
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- `avg_rating` — rounded to 1 decimal; `null` if no ratings yet
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- `clinics` — all clinics the doctor belongs to
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- `sms_wallet_balance`, `unique_patients_count`, `revenue_period_rials` — same semantics as clinic dashboard
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- `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)
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### Errors
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| Code | HTTP | Description |
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|------|------|-------------|
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| `ERR_NOT_FOUND_001` | 404 | Doctor profile not found for this user |
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---
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## GET /api/v1/dashboard/secretary
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Returns stats for the authenticated secretary and (conditionally) today's appointments.
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**Auth:** `ROLE_SECRETARY` required
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### Response `200`
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```json
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{
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"success": true,
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"data": {
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"doctor": {
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"uuid": "string",
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"name": "string",
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"degree": "string | null"
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},
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"permissions": {
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"resources": {
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"appointments": {
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"view": true,
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"edit": false
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}
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}
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},
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"stats": {
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"today_appointments": 8,
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"tomorrow_appointments": 5
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},
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"today_appointments": [
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{
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"uuid": "string",
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"patient_name": "string | null",
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"patient_mobile": "string",
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"slot_start": 1700000000,
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"status": "reserved"
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}
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]
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}
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}
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```
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`today_appointments` — only populated when `permissions.resources.appointments.view === true`; up to 10 records when visible.
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### Errors
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| Code | HTTP | Description |
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|------|------|-------------|
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| `ERR_FORBIDDEN_001` | 403 | Secretary relation not configured or inactive |
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---
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## GET /api/v1/admin/dashboard/charts
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Returns time-series chart data for admin dashboard. All series are filtered to the given `from`–`to` window.
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**Auth:** `ROLE_ADMIN` required
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### Query params
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| Param | Type | Default | Description |
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|-------|------|---------|-------------|
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| `from` | int (unix) | 30 days ago | Period start |
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| `to` | int (unix) | now | Period end |
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### Response `200`
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```json
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{
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"success": true,
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"data": {
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"appointments_by_day": [
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{ "date": "06/01", "count": 12 }
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],
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"revenue_by_day": [
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{ "date": "06/01", "amount": 3500000 }
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],
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"appointment_status": [
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{ "status": "confirmed", "count": 320 }
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],
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"top_specialties": [
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{ "name": "قلب و عروق", "count": 85 }
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],
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"subscription_sales_by_plan": [
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{ "plan": "basic", "count": 14, "revenue": 4060000 }
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],
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"period": { "from": 1717200000, "to": 1719792000 }
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}
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}
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```
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**Field notes:**
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- `appointments_by_day` / `revenue_by_day` — one entry per calendar day in the period; days with no data appear as `count: 0` / `amount: 0`
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- `appointment_status` — all-time counts, not filtered by period
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- `top_specialties` — top 8 by appointment volume, all-time
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- `subscription_sales_by_plan` — subscriptions created in period, grouped by plan; `revenue` sums only payments with status `received`
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---
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## Doctor dashboard is context-scoped (2026-07)
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`GET /api/v1/dashboard/doctor` now accepts an optional **`clinic_uuid`**. When absent it falls back
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to the caller's stored active context (`user_active_context`), then to their role.
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In a **clinic context** the response is restricted to that clinic:
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* appointment counts and `today_appointments` only include appointments whose `address_id` belongs
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to that clinic;
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* the financial fields are **omitted entirely** — `revenue_period_rials`, `today_payments_rials`,
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`week_payments_rials`, `sms_wallet_balance`, `unique_patients_count`, `total_patients`, and
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`charts.revenue_by_day`, and `charts.revenue_by_month`. They describe the doctor's personal practice and have no meaning inside
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someone else's clinic. They return only in the personal context, or for the clinic's own owner
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holding `payments.view`;
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* `clinics` comes back as `[]` — the "کلینیکهای من" list belongs to the personal dashboard.
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A `clinic_uuid` the caller has no access to is ignored and the personal context is used.
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New response field:
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```json
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"context": { "type": "personal" | "clinic", "clinic_uuid": "…|null", "clinic_name": "…|null" }
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```
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The admin SPA dispatches on this: `primaryRole === 'doctor' && context.scope === 'clinic'` renders
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`InvitedDoctorDashboard` (appointment tiles + today's list only) instead of the full doctor
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dashboard. Hiding the cards client-side was not enough — the endpoint is directly callable.
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