Small dashboard updates

2026-03-24 09:56:51 -04:00
parent 884bcbad78
commit 76a8836769
13 changed files with 982 additions and 462 deletions
--- a/inventory-server/src/routes/dashboard.js
+++ b/inventory-server/src/routes/dashboard.js
@@ -989,6 +989,79 @@ router.get('/best-sellers', async (req, res) => {
    }
 });

+// GET /dashboard/year-revenue-estimate
+// Returns YTD actual revenue + rest-of-year forecast revenue for a full-year estimate
+router.get('/year-revenue-estimate', async (req, res) => {
+    const now = new Date();
+    const yearStart = `${now.getFullYear()}-01-01`;
+    const todayISO = now.toISOString().split('T')[0];
+    const yearEndISO = `${now.getFullYear()}-12-31`;
+
+    try {
+        // YTD actual revenue from orders
+        const { rows: [ytd] } = await executeQuery(`
+            SELECT COALESCE(SUM(price * quantity), 0) AS revenue
+            FROM orders
+            WHERE date >= $1 AND date <= $2 AND canceled = false
+        `, [yearStart, todayISO]);
+
+        // Forecast horizon
+        const { rows: [horizonRow] } = await executeQuery(
+            `SELECT MAX(forecast_date) AS max_date FROM product_forecasts`
+        );
+        const forecastHorizonISO = horizonRow?.max_date
+            ? (horizonRow.max_date instanceof Date
+                ? horizonRow.max_date.toISOString().split('T')[0]
+                : horizonRow.max_date)
+            : todayISO;
+
+        const clampedEnd = yearEndISO <= forecastHorizonISO ? yearEndISO : forecastHorizonISO;
+
+        // Forecast revenue from tomorrow to clamped end
+        const { rows: [forecast] } = await executeQuery(`
+            SELECT COALESCE(SUM(pf.forecast_revenue), 0) AS revenue
+            FROM product_forecasts pf
+            JOIN product_metrics pm ON pm.pid = pf.pid
+            WHERE pm.is_visible = true
+              AND pf.forecast_date > $1 AND pf.forecast_date <= $2
+        `, [todayISO, clampedEnd]);
+
+        let eoyForecastRevenue = parseFloat(forecast.revenue) || 0;
+
+        // If forecast doesn't cover full year, extrapolate remaining days
+        if (yearEndISO > forecastHorizonISO) {
+            const { rows: [tailRow] } = await executeQuery(`
+                SELECT AVG(daily_rev) AS avg_daily FROM (
+                    SELECT forecast_date, SUM(pf.forecast_revenue) AS daily_rev
+                    FROM product_forecasts pf
+                    JOIN product_metrics pm ON pm.pid = pf.pid
+                    WHERE pm.is_visible = true
+                      AND pf.forecast_date > ($1::date - INTERVAL '7 days')
+                      AND pf.forecast_date <= $1
+                    GROUP BY forecast_date
+                ) sub
+            `, [forecastHorizonISO]);
+
+            const baselineDaily = parseFloat(tailRow?.avg_daily) || 0;
+            const horizonDate = new Date(forecastHorizonISO + 'T00:00:00');
+            const yearEnd = new Date(yearEndISO + 'T00:00:00');
+            const extraDays = Math.round((yearEnd - horizonDate) / (1000 * 60 * 60 * 24));
+            eoyForecastRevenue += baselineDaily * extraDays;
+        }
+
+        const ytdRevenue = parseFloat(ytd.revenue) || 0;
+
+        res.json({
+            ytdRevenue,
+            eoyForecastRevenue,
+            yearTotal: ytdRevenue + eoyForecastRevenue,
+        });
+    } catch (err) {
+        console.error('Error fetching year revenue estimate:', err);
+        res.status(500).json({ error: 'Failed to fetch year revenue estimate' });
+    }
+});
+
 // GET /dashboard/sales/metrics
 // Returns sales metrics for specified period
 router.get('/sales/metrics', async (req, res) => {