gabspereira
744868caa1
- Add auth handlers (signup, login, logout, account management) with bcrypt - Add client, customer, service, scheduling, payment, question, answer handlers - Add dashboard, monthly report, and lead pipeline pages - Add UTF-8 middleware to force charset on HTML responses - Add config package with env-based overrides for DB path, secrets, endpoints - Add parser package for WhatsApp message ingestion - Add clean-arch layers: pkg/domain, pkg/repo, pkg/usecase for leads - Add cmd/migrate utility for DB migrations - Add Makefile, README, run-tests.sh, and dev scripts - Update docker-compose.yml with memory limits - Update .air.toml to exclude DB files and stop on errors - Update whatsapp-sync dependencies and add src/index.js entrypoint - Add whatsme standalone WhatsApp reader app (source only) - Untrack .opencode-sandbox/data/go-crm.db from git history - Expand root .gitignore: ngrok, tmp dirs, sandbox DBs, compiled binaries
220 lines
6.8 KiB
Go
220 lines
6.8 KiB
Go
package handlers
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import (
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"fmt"
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"math"
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"net/http"
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"time"
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)
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type serviceCount struct {
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Name string
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Count int
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}
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type reportData struct {
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TotalLeads int
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ServiceCounts []serviceCount
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StatusCounts []serviceCount
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TotalScheduled int
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ConversionRate float64
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TotalRevenue float64
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TotalSales int
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AverageTicket float64
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TopServices []serviceCount
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MonthLabel string
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}
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// MonthlyReport renders the monthly performance report for the current month.
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// GET /report
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func (a *App) MonthlyReport(w http.ResponseWriter, r *http.Request) {
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accountID, ok := a.requireAuth(w, r)
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if !ok {
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return
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}
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clientID := a.clientIDForAccount(accountID)
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if clientID == 0 {
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http.Error(w, "No client found for account", http.StatusBadRequest)
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return
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}
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now := time.Now()
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monthStart := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location()).Unix()
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nextMonth := time.Date(now.Year(), now.Month()+1, 1, 0, 0, 0, 0, now.Location()).Unix()
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rd := reportData{MonthLabel: now.Format("January 2006")}
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a.DB.QueryRow(
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"SELECT COUNT(*) FROM leads WHERE client_id = ? AND created_at >= ? AND created_at < ?",
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clientID, monthStart, nextMonth,
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).Scan(&rd.TotalLeads)
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rows, err := a.DB.Query(
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`SELECT service_interest, COUNT(*) as cnt FROM leads
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WHERE client_id = ? AND created_at >= ? AND created_at < ?
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GROUP BY service_interest ORDER BY cnt DESC`,
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clientID, monthStart, nextMonth,
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)
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if err == nil {
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defer rows.Close()
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for rows.Next() {
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var sc serviceCount
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rows.Scan(&sc.Name, &sc.Count)
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rd.ServiceCounts = append(rd.ServiceCounts, sc)
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}
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}
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statusRows, err := a.DB.Query(
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`SELECT status, COUNT(*) as cnt FROM leads
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WHERE client_id = ? AND created_at >= ? AND created_at < ?
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GROUP BY status ORDER BY cnt DESC`,
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clientID, monthStart, nextMonth,
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)
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if err == nil {
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defer statusRows.Close()
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for statusRows.Next() {
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var sc serviceCount
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statusRows.Scan(&sc.Name, &sc.Count)
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rd.StatusCounts = append(rd.StatusCounts, sc)
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}
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}
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a.DB.QueryRow(
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"SELECT COUNT(*) FROM leads WHERE client_id = ? AND status = 'Agendou' AND created_at >= ? AND created_at < ?",
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clientID, monthStart, nextMonth,
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).Scan(&rd.TotalScheduled)
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if rd.TotalLeads > 0 {
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rd.ConversionRate = math.Round(float64(rd.TotalScheduled)/float64(rd.TotalLeads)*100*10) / 10
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}
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a.DB.QueryRow(
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`SELECT COALESCE(SUM(amount),0), COUNT(*) FROM payments
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WHERE client_id = ? AND has_paid = 1 AND created_at >= ? AND created_at < ?`,
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clientID, monthStart, nextMonth,
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).Scan(&rd.TotalRevenue, &rd.TotalSales)
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if rd.TotalSales > 0 {
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rd.AverageTicket = math.Round(rd.TotalRevenue/float64(rd.TotalSales)*100) / 100
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}
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topRows, err := a.DB.Query(
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`SELECT s.name, COUNT(*) as cnt
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FROM payments p
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JOIN scheduling sch ON p.schedule_id = sch.schedule_id
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JOIN services s ON sch.service_id = s.service_id
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WHERE p.client_id = ? AND p.has_paid = 1 AND p.created_at >= ? AND p.created_at < ?
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GROUP BY s.name ORDER BY cnt DESC LIMIT 5`,
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clientID, monthStart, nextMonth,
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)
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if err == nil {
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defer topRows.Close()
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for topRows.Next() {
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var sc serviceCount
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topRows.Scan(&sc.Name, &sc.Count)
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rd.TopServices = append(rd.TopServices, sc)
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}
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}
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var reviewCount int
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a.DB.QueryRow("SELECT COUNT(*) FROM leads WHERE client_id = ? AND needs_review = 1", clientID).Scan(&reviewCount)
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w.Header().Set("Content-Type", "text/html; charset=utf-8")
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fmt.Fprintf(w, `<!DOCTYPE html>
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<html>
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<head>
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<title>Monthly Report — %s</title>
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<style>
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body { font-family: sans-serif; padding: 1rem; max-width: 900px; margin: 0 auto; }
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h1, h2 { color: #333; }
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.grid { display: grid; grid-template-columns: repeat(auto-fit, minmax(200px, 1fr)); gap: 1rem; margin-bottom: 2rem; }
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.card { border: 1px solid #ddd; border-radius: 8px; padding: 1rem; background: #fafafa; }
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.card .value { font-size: 2rem; font-weight: bold; color: #2c7be5; }
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.card .label { color: #666; font-size: 0.9rem; margin-top: 0.25rem; }
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table { border-collapse: collapse; width: 100%%; margin-bottom: 1.5rem; }
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th, td { border: 1px solid #ddd; padding: 8px; text-align: left; }
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th { background: #f5f5f5; }
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.badge { background: #dc3545; color: #fff; border-radius: 1rem; padding: 0.2rem 0.6rem; font-size: 0.8rem; }
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nav { margin-bottom: 1rem; }
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</style>
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</head>
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<body>
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<h1>Monthly Report — %s</h1>
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<nav>
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<a href="/">Home</a> |
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<a href="/leads/review">Review Queue <span class="badge">%d</span></a> |
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<a href="/leads/all">All Leads</a> |
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<a href="/leads/keywords">Keyword Mapping</a>
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</nav>
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<h2>Overview</h2>
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<div class="grid">
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<div class="card"><div class="value">%d</div><div class="label">Total Leads</div></div>
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<div class="card"><div class="value">%d</div><div class="label">Agendamentos</div></div>
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<div class="card"><div class="value">%.1f%%</div><div class="label">Conversion Rate</div></div>
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</div>
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<h2>Revenue</h2>
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<div class="grid">
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<div class="card"><div class="value">R$ %.2f</div><div class="label">Total Month Revenue</div></div>
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<div class="card"><div class="value">%d</div><div class="label">Total Sales</div></div>
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<div class="card"><div class="value">R$ %.2f</div><div class="label">Average Ticket</div></div>
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</div>
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<h2>Leads by Service Interest</h2>
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%s
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<h2>Leads by Status</h2>
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%s
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<h2>Top 5 Services Sold</h2>
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%s
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</body></html>`,
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rd.MonthLabel,
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rd.MonthLabel,
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reviewCount,
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rd.TotalLeads, rd.TotalScheduled, rd.ConversionRate,
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rd.TotalRevenue, rd.TotalSales, rd.AverageTicket,
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renderServiceTable(rd.ServiceCounts, rd.TotalLeads),
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renderServiceTable(rd.StatusCounts, rd.TotalLeads),
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renderTopServicesTable(rd.TopServices),
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)
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}
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func renderServiceTable(counts []serviceCount, total int) string {
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if len(counts) == 0 {
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return `<p style="color:#888">No data for this month.</p>`
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}
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out := `<table><thead><tr><th>Name</th><th>Quantity</th><th>%</th></tr></thead><tbody>`
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for _, sc := range counts {
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pct := 0.0
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if total > 0 {
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pct = math.Round(float64(sc.Count)/float64(total)*100*10) / 10
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}
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out += fmt.Sprintf(`<tr><td>%s</td><td>%d</td><td>%.1f%%</td></tr>`,
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htmlEscape(sc.Name), sc.Count, pct)
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}
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out += `</tbody></table>`
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return out
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}
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func renderTopServicesTable(counts []serviceCount) string {
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if len(counts) == 0 {
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return `<p style="color:#888">No sales data for this month.</p>`
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}
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out := `<table><thead><tr><th>Service</th><th>Sales</th></tr></thead><tbody>`
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for _, sc := range counts {
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out += fmt.Sprintf(`<tr><td>%s</td><td>%d</td></tr>`, htmlEscape(sc.Name), sc.Count)
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}
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out += `</tbody></table>`
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return out
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}
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// --- package-level shim kept for existing tests ---
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func MonthlyReport(w http.ResponseWriter, r *http.Request) {
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(&App{DB: DB, WAConnector: WAConnector}).MonthlyReport(w, r)
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}
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