Dashboards and Analytics Orders Improvements

Summary of Changes: (The purpose of this table is to keep traceability and Product team to highlight the things that were changed into the scope, based on comments or discussions)

We have reached the point where we want to finalize our dashboards capabilities and introduce them to all clients as something dedicated and customisable to their account/instance but before that there are couple of points we would like to improve.

1# Orders Sales Info Value

This is the only dashboards that are working at the moment however not everything is working as expected. <v1.3>We want the first day of the week to be Monday not Tuesday as shown below.</v.1.3> The available ranges which are available in UI should be dynamic and work as follows:

Today - Dynamic date that always picks today sales between 00:00:00 till 23:59:59Yesterday - Dynamic date that always picks yesterday sales between 00:00:00 till 23:59:59 <v.1.3>Last 7 days - We want to replace this with “This Week” and select orders only from the current week. For example today is Wednesday we want to select orders from Monday, Tuesday and Wednesday</v.1.3> <v.1.3>Last 30 days - We want to replace this with “Last Week” and select orders only from the last week.</v.1.3> This Quarter - Dynamic date that always picks this quarter. Depending on the current date we have to decide which quarter we should pick. Q1(January-March); Q2(April-June); Q3(July-September); Q4(October-December). *For example if it is 21.11.2023 we will pick all sales for Q4 2023 = 1st of October till 21.11.2023 including however the dashboard should show the full quarter 1st Oct till 31st DecemberLast Quarter - Dynamic date that always picks this quarter. Depending on the current date we have to decide which quarter we should pick. Q1(January-March); Q2(April-June); Q3(July-September); Q4(October-December). For example if it is 21.11.2023 we will pick all sales for Q3 2023 = 1st of July till 31.09.2023 including however the dashboard should show the full quarter 1st July till 31st September*This Year - Dynamic date that always selects this years sales based on the year (see “This Quarter” above for “this” type of selection) Last Year - Dynamic date that always selects last years sales based on the year (see “Last Quarter“ above for “last” type of selection) This Month - Dynamic date that always selects this months sales based on the month (see “This Quarter” above for “this” type of selection) Last Month - Dynamic date that always selects last months sales based on the month (see “Last Quarter“ above for “last” type of selection) Custom Range - This is the only range where we want to keep the actual dates selected from the date picker.

<v1.2>When option other then Custom Range is chosen the calendar should disappear.</v1.2> <v1.3>We also want to sort the picking options as below: *TodayYesterdayThis WeekLast WeekThis MonthLast MonthThis QuarterLast Quarter This YearLast YearCustom Range*</v1.3>

Once we have the correct date filters we can represent the correct info but there are couple of missing charts. We have 6 type of graph types however

Pie and Line types are the same as the Area graph we want to keep them and display the correct graphs.

Zoom effect should display the sales in different data segmentation. For example sales for the month are shown like this:

When zoom the sales for 21st for example they are not divided by hours:

<v1.1>Exchange rates at the moment are not updating and there is a lack of information. we want to introduce a new API request using another 3rd party provider.

We want to have the following setup: From currencies: We want to expand this list and include all possible currencies to make sure if we introduce a new marketplace we won't forget something. The complete list of currencies is: *"AED", "AFN", "ALL", "AMD", "ANG", "AOA", "ARS", "AUD", "AWG", "AZN", "BAM", "BBD", "BDT", "BGN", "BHD", "BIF", "BMD", "BND", "BOB", "BRL", "BSD", "BTC", "BTN", "BWP", "BYN", "BZD", "CAD", "CDF", "CHF", "CLF", "CLP", "CNH", "CNY", "COP", "CRC", "CUC", "CUP", "CVE", "CZK", "DJF", "DKK", "DOP", "DZD", "EGP", "ERN", "ETB", "EUR", "FJD", "FKP", "GBP", "GEL", "GGP", "GHS", "GIP", "GMD", "GNF", "GTQ", "GYD", "HKD", "HNL", "HRK", "HTG", "HUF", "IDR", "ILS", "IMP", "INR", "IQD", "IRR", "ISK", "JEP", "JMD", "JOD", "JPY", "KES", "KGS", "KHR", "KMF", "KPW", "KRW", "KWD", "KYD", "KZT", "LAK", "LBP", "LKR", "LRD", "LSL", "LYD", "MAD", "MDL", "MGA", "MKD", "MMK", "MNT", "MOP", "MRU", "MUR", "MVR", "MWK", "MXN", "MYR", "MZN", "NAD", "NGN", "NIO", "NOK", "NPR", "NZD", "OMR", "PAB", "PEN", "PGK", "PHP", "PKR", "PLN", "PYG", "QAR", "RON", "RSD", "RUB", "RWF", "SAR", "SBD", "SCR", "SDG", "SEK", "SGD", "SHP", "SLL", "SOS", "SRD", "SSP", "STD", "STN", "SVC", "SYP", "SZL", "THB", "TJS", "TMT", "TND", "TOP", "TRY", "TTD", "TWD", "TZS", "UAH", "UGX", "USD", "UYU", "UZS", "VES", "VND", "VUV", "WST", "XAF", "XAG", "XAU", "XCD", "XDR", "XOF", "XPD", "XPF", "XPT", "YER", "ZAR", "ZMW", "ZWL"*To currencies: The only currencies we would like to support at the moment which to be converted and visible in the UI is EUR and GBP.

The requests we want to make will be for every currency which we want to have and get the EUR and GBP rates.

URL - https://openexchangerates.org/api/latest.json?app_id=be12212ed17947b69348bd790bf51138&base={Currency}&symbols=EUR,GBP

We have a total of 169 currencies which we would like to call every day and update them.

Documentation - Set Base Currency ('base')

We want to update the exchange rates once a day.

Sample Response:

{
    "disclaimer": "Usage subject to terms: https://openexchangerates.org/terms",
    "license": "https://openexchangerates.org/license",
    "timestamp": 1702899600,
    "base": "BGN",
    "rates": {
        "EUR": 0.511765,
        "GBP": 0.441458
    }
}

Based on the response we would like to update/create the exchange rates in exchange_rate table.

Mapping:

</v1.1

2# Orders Sales Info Count

This type of widget is not working at the moment but we do have all the information required already thus we want to display the correct info. Also we want to apply everything from above point 1# as well.