dashboard_overview
Generates a live KPI tile wall for a date range, showing revenue, cash, AR/AP aging, utilisation, margin, VAT due, stock value and bank inbox figures from existing read models.
Instructions
Die Übersicht (dashboard): one KPI tile wall for a date range, composed live from the read models the product already computes and never cached (pure read, F00 posts nothing and owns no tables). Core tiles: revenue | cash | ar_aging | ap_aging | utilisation | project_margin | mwst_due | stock_value | bank_inbox, each an integer-Rappen (or basis-point) figure that equals its source verb's answer for the same filter: revenue from income_statement (the Nettoerlöse section, with a previous-window trendBp), cash from the A19 bank accounts' Kontoblatt closing balances (general_ledger), AR from aging_report, AP from list_vendor_bills, utilisation as the billable share of time_list minutes (B01 has no capacity model), margin from costing_pl_list, MWST due verbatim from vat_return for the settlement period containing the range end, stock value from stock_valuation_report under the books' method. bank_inbox is the Bankeingang band (current, not ranged): the open bank lines, those that need you, the sure proposals and the lines booked to accounts without a Beleg, each by list_bank_inbox's own per-line definitions, per Bankkonto with money in and out, plus the last statement fetch, a fetch running now, the daily automatic fetch (autoMode, nextAutoSyncAt, lastAutoOutcome) and autoAvailable (false when this process runs no scheduler, e.g. till serve). Every tile embeds a drill descriptor (studioRoute, mcpTool, params) naming the EXISTING source tool behind the number: call that tool for the rows. Tiles the caller's A24 role may not see are omitted server-side into omitted[] (per-tile gates: read_books, read_sales, read_vat, read_master_data, time.read, costing.read); an unconfigured or unused module degrades its one tile to ok:false with the source's own code (needs_vat_config, needs_chart, needs_projects, needs_stock_items) while the rest still render; an empty workspace answers ok:true zero states, never an error. from > to answers invalid_range. savedViewId applies a G00 saved view (entityKind 'workspace', layout 'dashboard') to restrict and order tiles; an unresolvable view falls back to the full default with viewFallback:true and can never widen access.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | Yes | ||
| from | Yes | ||
| savedViewId | No | ||
| workspaceId | Yes |