Add ability to group by different periods to financial overview

inventory-server/dashboard/acot-server/routes/events.js

@@ -410,6 +410,68 @@ router.get('/stats/details', async (req, res) => {
   }
 });
 
+// Financial performance endpoint
+router.get('/financials', async (req, res) => {
+  let release;
+  try {
+    const { timeRange, startDate, endDate } = req.query;
+    const { connection, release: releaseConn } = await getDbConnection();
+    release = releaseConn;
+
+    const { whereClause, params, dateRange } = getTimeRangeConditions(timeRange, startDate, endDate);
+    const financialWhere = whereClause.replace(/date_placed/g, 'date_change');
+
+    const [totalsRows] = await connection.execute(
+      buildFinancialTotalsQuery(financialWhere),
+      params
+    );
+
+    const totals = normalizeFinancialTotals(totalsRows[0]);
+
+    const [trendRows] = await connection.execute(
+      buildFinancialTrendQuery(financialWhere),
+      params
+    );
+
+    const trend = trendRows.map(normalizeFinancialTrendRow);
+
+    let previousTotals = null;
+    let comparison = null;
+
+    const previousRange = getPreviousPeriodRange(timeRange, startDate, endDate);
+    if (previousRange) {
+      const prevWhere = previousRange.whereClause.replace(/date_placed/g, 'date_change');
+      const [previousRows] = await connection.execute(
+        buildFinancialTotalsQuery(prevWhere),
+        previousRange.params
+      );
+      previousTotals = normalizeFinancialTotals(previousRows[0]);
+      comparison = {
+        grossSales: calculateComparison(totals.grossSales, previousTotals.grossSales),
+        refunds: calculateComparison(totals.refunds, previousTotals.refunds),
+        taxCollected: calculateComparison(totals.taxCollected, previousTotals.taxCollected),
+        cogs: calculateComparison(totals.cogs, previousTotals.cogs),
+        netRevenue: calculateComparison(totals.netRevenue, previousTotals.netRevenue),
+        profit: calculateComparison(totals.profit, previousTotals.profit),
+        margin: calculateComparison(totals.margin, previousTotals.margin),
+      };
+    }
+
+    res.json({
+      dateRange,
+      totals,
+      previousTotals,
+      comparison,
+      trend,
+    });
+  } catch (error) {
+    console.error('Error in /financials:', error);
+    res.status(500).json({ error: error.message });
+  } finally {
+    if (release) release();
+  }
+});
+
 // Products endpoint - replaces /api/klaviyo/events/products
 router.get('/products', async (req, res) => {
   let release;
@@ -639,6 +701,132 @@ function calculatePeriodProgress(timeRange) {
   }
 }
 
+function buildFinancialTotalsQuery(whereClause) {
+  return `
+    SELECT 
+      COALESCE(SUM(sale_amount), 0) as grossSales,
+      COALESCE(SUM(refund_amount), 0) as refunds,
+      COALESCE(SUM(tax_collected_amount), 0) as taxCollected,
+      COALESCE(SUM(cogs_amount), 0) as cogs
+    FROM report_sales_data
+    WHERE ${whereClause}
+  `;
+}
+
+function buildFinancialTrendQuery(whereClause) {
+  return `
+    SELECT 
+      DATE(date_change) as date,
+      SUM(sale_amount) as grossSales,
+      SUM(refund_amount) as refunds,
+      SUM(tax_collected_amount) as taxCollected,
+      SUM(cogs_amount) as cogs
+    FROM report_sales_data
+    WHERE ${whereClause}
+    GROUP BY DATE(date_change)
+    ORDER BY date ASC
+  `;
+}
+
+function normalizeFinancialTotals(row = {}) {
+  const grossSales = parseFloat(row.grossSales || 0);
+  const refunds = parseFloat(row.refunds || 0);
+  const taxCollected = parseFloat(row.taxCollected || 0);
+  const cogs = parseFloat(row.cogs || 0);
+  const netSales = grossSales - refunds;
+  const netRevenue = netSales - taxCollected;
+  const profit = netRevenue - cogs;
+  const margin = netRevenue !== 0 ? (profit / netRevenue) * 100 : 0;
+
+  return {
+    grossSales,
+    refunds,
+    taxCollected,
+    cogs,
+    netSales,
+    netRevenue,
+    profit,
+    margin,
+  };
+}
+
+function normalizeFinancialTrendRow(row = {}) {
+  const grossSales = parseFloat(row.grossSales || 0);
+  const refunds = parseFloat(row.refunds || 0);
+  const taxCollected = parseFloat(row.taxCollected || 0);
+  const cogs = parseFloat(row.cogs || 0);
+  const netSales = grossSales - refunds;
+  const netRevenue = netSales - taxCollected;
+  const profit = netRevenue - cogs;
+  const margin = netRevenue !== 0 ? (profit / netRevenue) * 100 : 0;
+  let timestamp = null;
+
+  if (row.date instanceof Date) {
+    timestamp = new Date(row.date.getTime()).toISOString();
+  } else if (typeof row.date === 'string') {
+    timestamp = new Date(`${row.date}T00:00:00Z`).toISOString();
+  }
+
+  return {
+    date: row.date,
+    grossSales,
+    refunds,
+    taxCollected,
+    cogs,
+    netSales,
+    netRevenue,
+    profit,
+    margin,
+    timestamp,
+  };
+}
+
+function calculateComparison(currentValue, previousValue) {
+  if (typeof previousValue !== 'number') {
+    return { absolute: null, percentage: null };
+  }
+
+  const absolute = typeof currentValue === 'number' ? currentValue - previousValue : null;
+  const percentage =
+    absolute !== null && previousValue !== 0
+      ? (absolute / Math.abs(previousValue)) * 100
+      : null;
+
+  return { absolute, percentage };
+}
+
+function getPreviousPeriodRange(timeRange, startDate, endDate) {
+  if (timeRange && timeRange !== 'custom') {
+    const prevTimeRange = getPreviousTimeRange(timeRange);
+    if (!prevTimeRange || prevTimeRange === timeRange) {
+      return null;
+    }
+    return getTimeRangeConditions(prevTimeRange);
+  }
+
+  const hasCustomDates = (timeRange === 'custom' || !timeRange) && startDate && endDate;
+  if (!hasCustomDates) {
+    return null;
+  }
+
+  const start = new Date(startDate);
+  const end = new Date(endDate);
+
+  if (Number.isNaN(start.getTime()) || Number.isNaN(end.getTime())) {
+    return null;
+  }
+
+  const duration = end.getTime() - start.getTime();
+  if (!Number.isFinite(duration) || duration <= 0) {
+    return null;
+  }
+
+  const prevEnd = new Date(start.getTime() - 1);
+  const prevStart = new Date(prevEnd.getTime() - duration);
+
+  return getTimeRangeConditions('custom', prevStart.toISOString(), prevEnd.toISOString());
+}
+
 async function getPreviousPeriodData(connection, timeRange, startDate, endDate) {
   // Calculate previous period dates
   let prevWhereClause, prevParams;

inventory/src/pages/Dashboard.tsx

@@ -3,6 +3,7 @@ import { ThemeProvider } from "@/components/dashboard/theme/ThemeProvider";
 import AircallDashboard from "@/components/dashboard/AircallDashboard";
 import EventFeed from "@/components/dashboard/EventFeed";
 import StatCards from "@/components/dashboard/StatCards";
+import FinancialOverview from "@/components/dashboard/FinancialOverview";
 import ProductGrid from "@/components/dashboard/ProductGrid";
 import SalesChart from "@/components/dashboard/SalesChart";
 import KlaviyoCampaigns from "@/components/dashboard/KlaviyoCampaigns";
@@ -42,6 +43,11 @@ export function Dashboard() {
                     </div>
                   </div>
                 </div>
+                <div className="grid grid-cols-12 gap-4">
+                  <div id="financial" className="col-span-12">
+                    <FinancialOverview />
+                  </div>
+                </div>
                 <div className="grid grid-cols-12 gap-4">
                   <div id="feed" className="col-span-12 lg:col-span-6 xl:col-span-4 h-[600px] lg:h-[740px]">
                     <EventFeed />

inventory/src/services/dashboard/acotService.js

@@ -157,6 +157,17 @@ export const acotService = {
     );
   },
 
+  // Get financial performance data
+  getFinancials: async (params) => {
+    const cacheKey = `financials_${JSON.stringify(params)}`;
+    return deduplicatedRequest(cacheKey, () =>
+      retryRequest(async () => {
+        const response = await acotApi.get('/api/acot/events/financials', { params });
+        return response.data;
+      })
+    );
+  },
+
   // Get projections - replaces klaviyo events/projection
   getProjection: async (params) => {
     const cacheKey = `projection_${JSON.stringify(params)}`;

inventory/src/types/dashboard-shims.d.ts

@@ -0,0 +1,71 @@
+declare module "@/services/dashboard/acotService" {
+  const acotService: {
+    getFinancials: (params: unknown) => Promise<unknown>;
+    [key: string]: (...args: never[]) => Promise<unknown> | unknown;
+  };
+
+  export { acotService };
+  export default acotService;
+}
+
+declare module "@/services/dashboard/*" {
+  const value: any;
+  export default value;
+}
+
+declare module "@/lib/dashboard/constants" {
+  type TimeRangeOption = {
+    value: string;
+    label: string;
+  };
+
+  export const TIME_RANGES: TimeRangeOption[];
+  export const GROUP_BY_OPTIONS: TimeRangeOption[];
+  export const formatDateForInput: (date: Date | string | number | null) => string;
+  export const parseDateFromInput: (dateString: string) => Date | null;
+}
+
+declare module "@/lib/dashboard/*" {
+  const value: any;
+  export default value;
+}
+
+declare module "@/components/dashboard/ui/card" {
+  export const Card: React.ComponentType<any>;
+  export const CardContent: React.ComponentType<any>;
+  export const CardDescription: React.ComponentType<any>;
+  export const CardHeader: React.ComponentType<any>;
+  export const CardTitle: React.ComponentType<any>;
+}
+
+declare module "@/components/dashboard/ui/button" {
+  export const Button: React.ComponentType<any>;
+}
+
+declare module "@/components/dashboard/ui/select" {
+  export const Select: React.ComponentType<any>;
+  export const SelectContent: React.ComponentType<any>;
+  export const SelectItem: React.ComponentType<any>;
+  export const SelectTrigger: React.ComponentType<any>;
+  export const SelectValue: React.ComponentType<any>;
+}
+
+declare module "@/components/dashboard/ui/alert" {
+  export const Alert: React.ComponentType<any>;
+  export const AlertDescription: React.ComponentType<any>;
+  export const AlertTitle: React.ComponentType<any>;
+}
+
+declare module "@/components/dashboard/ui/skeleton" {
+  export const Skeleton: React.ComponentType<any>;
+}
+
+declare module "@/components/dashboard/ui/*" {
+  const components: any;
+  export default components;
+}
+
+declare module "@/components/dashboard/ui/toggle-group" {
+  export const ToggleGroup: React.ComponentType<any>;
+  export const ToggleGroupItem: React.ComponentType<any>;
+}