Finance & Reports

Expense tracking, plus three read-only report endpoints — not ViewSets, so their response shape is fixed per-endpoint rather than a paginated list. Every report accepts ?date_from=&date_to= (YYYY-MM-DD). Requires the reports.view_financial permission.

Profit & Loss

Cost of goods sold uses each product's current cost price, not a historical snapshot at sale time — an intentional approximation for a running P/L, not audited accounting.

GET /api/v1/reports/profit-loss/?date_from=2026-07-01&date_to=2026-07-31

{
  "date_from": "2026-07-01",
  "date_to": "2026-07-31",
  "revenue": "184500.00",
  "refunded": "3200.00",
  "cost_of_goods_sold": "92100.00",
  "gross_profit": "92400.00",
  "expenses_by_category": [
    { "category": "Rent", "amount": "20000.00" },
    { "category": "Packaging", "amount": "5400.00" }
  ],
  "total_expenses": "25400.00",
  "net_profit": "67000.00"
}

Other reports

GET/api/v1/reports/sales-summary/Orders vs. Sales counts, payment-method mix, top products.Staff

GET/api/v1/reports/sales-ledger/Every individual payment event — cash actually collected, one row per tender.Staff

Expenses

/api/v1/expenses/Individual expense records.

/api/v1/expense-categories/Categories used to group expenses (rent, packaging, etc.).