# Shift End Summary Report

## Introduction

The **Shift End Summary Report** is generated automatically when a cashier ends their shift. It provides a complete record of all collections during the shift, grouped by payment method, and serves as the primary document for shift reconciliation, handover, and archiving.

## Navigation

Main Menu → Financial Transaction Manager → **Shift** tab → **End Shift**

Or access directly from Reports tab → **My Shift Summary** / **My Shift Details**.

## How the Shift End Summary Is Generated

When a cashier clicks **End Shift** (`navigateToCreateShiftEndSummaryBillForHandover()`):

1. The system scans all payments recorded under the cashier's active shift.
2. Payments are grouped by payment method (Cash, Card, Cheque, Voucher, Credit, etc.).
3. Totals are calculated per method and overall.
4. A **Shift End Summary Bill** entity is created and stored.
5. The cashier reviews the summary before proceeding to handover.

## Summary Pages

| Page | Description |
|---|---|
| `cashier/shift_end_summery_bill.xhtml` | Summary view — totals by payment method |
| `cashier/shift_end_summery_bill_list.xhtml` | List view — all bills in the shift |
| `cashier/shift_end_summery_bill_by_bills.xhtml` | Alternative grouping by individual bills |

## Print Options

| Print Page | Purpose |
|---|---|
| `cashier/shift_end_print.xhtml` | Standard shift end summary printout |
| `cashier/shift_end_cash_in_hand_print.xhtml` | Physical cash breakdown by denomination for handover |

## Viewing Another Cashier's Shift Report (Admin)

Supervisors and administrators can view the shift end report of any specific cashier:

- `cashier/shift_end_report_bill_of_selected_user.xhtml` — all bill types
- `cashier/shift_end_report_bill_of_selected_user_opd.xhtml` — OPD bills only

Navigate to these via the **Reports** tab → **Cashier Bill List** → select user.

## Excel Export

The shift end summary can be exported to Excel using:
- `CashSummeryControllerExcel` — standard Excel export
- `CashSummeryControllerExcel1` — alternate format for specific reporting needs

## Report Columns

| Column | Description |
|---|---|
| Payment Method | Cash, Card, Cheque, Voucher, Credit, etc. |
| Number of Transactions | Count of bills paid by this method |
| Total Amount | Sum of payments for this method |
| Opening Float | Cash at shift start |
| Net Collections | Total collected (all methods) |
| Deposits Made | Cash deposited to safe/bank during shift |
| Float Transfers Out | Cash transferred to other cashiers |
| Float Received (Net) | Net float transfers received |
| Closing Balance | Expected drawer balance at shift end |

## Technical Reference

| Item | Detail |
|---|---|
| Controller | `FinancialTransactionController`, `CashSummeryController` |
| Excel controllers | `CashSummeryControllerExcel`, `CashSummeryControllerExcel1` |
| End shift method | `navigateToCreateShiftEndSummaryBillForHandover()` |
| Legacy end shift | `navigateToCreateShiftEndSummaryBill()` (config-gated) |
| Config key | `"Legacy Handover is enabled"` |