workspace/apps/go-crm/internal/handlers/report.go

package handlers

import (
	"fmt"
	"html/template"
	"math"
	"net/http"
	"time"

	"go-crm/internal/templates"
)

type serviceCount struct {
	Name  string
	Count int
}

type reportData struct {
	TotalLeads     int
	ServiceCounts  []serviceCount
	StatusCounts   []serviceCount
	TotalScheduled int
	ConversionRate float64
	TotalRevenue   float64
	TotalSales     int
	AverageTicket  float64
	TopServices    []serviceCount
	MonthLabel     string
}

func (a *App) MonthlyReport(w http.ResponseWriter, r *http.Request) {
	accountID, ok := a.requireAuth(w, r)
	if !ok {
		return
	}

	clientID := a.clientIDForAccount(accountID)
	if clientID == 0 {
		http.Error(w, "No client found for account", http.StatusBadRequest)
		return
	}

	now := time.Now()
	monthStart := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location()).Unix()
	nextMonth := time.Date(now.Year(), now.Month()+1, 1, 0, 0, 0, 0, now.Location()).Unix()

	rd := reportData{MonthLabel: now.Format("January 2006")}

	a.DB.QueryRow(
		"SELECT COUNT(*) FROM leads WHERE client_id = ? AND created_at >= ? AND created_at < ?",
		clientID, monthStart, nextMonth,
	).Scan(&rd.TotalLeads)

	rows, err := a.DB.Query(
		`SELECT service_interest, COUNT(*) as cnt FROM leads
		 WHERE client_id = ? AND created_at >= ? AND created_at < ?
		 GROUP BY service_interest ORDER BY cnt DESC`,
		clientID, monthStart, nextMonth,
	)
	if err == nil {
		defer rows.Close()
		for rows.Next() {
			var sc serviceCount
			rows.Scan(&sc.Name, &sc.Count)
			rd.ServiceCounts = append(rd.ServiceCounts, sc)
		}
	}

	statusRows, err := a.DB.Query(
		`SELECT status, COUNT(*) as cnt FROM leads
		 WHERE client_id = ? AND created_at >= ? AND created_at < ?
		 GROUP BY status ORDER BY cnt DESC`,
		clientID, monthStart, nextMonth,
	)
	if err == nil {
		defer statusRows.Close()
		for statusRows.Next() {
			var sc serviceCount
			statusRows.Scan(&sc.Name, &sc.Count)
			rd.StatusCounts = append(rd.StatusCounts, sc)
		}
	}

	a.DB.QueryRow(
		"SELECT COUNT(*) FROM leads WHERE client_id = ? AND status = 'Agendou' AND created_at >= ? AND created_at < ?",
		clientID, monthStart, nextMonth,
	).Scan(&rd.TotalScheduled)

	if rd.TotalLeads > 0 {
		rd.ConversionRate = math.Round(float64(rd.TotalScheduled)/float64(rd.TotalLeads)*100*10) / 10
	}

	a.DB.QueryRow(
		`SELECT COALESCE(SUM(amount),0), COUNT(*) FROM payments
		 WHERE client_id = ? AND has_paid = 1 AND created_at >= ? AND created_at < ?`,
		clientID, monthStart, nextMonth,
	).Scan(&rd.TotalRevenue, &rd.TotalSales)

	if rd.TotalSales > 0 {
		rd.AverageTicket = math.Round(rd.TotalRevenue/float64(rd.TotalSales)*100) / 100
	}

	topRows, err := a.DB.Query(
		`SELECT s.name, COUNT(*) as cnt
		 FROM payments p
		 JOIN scheduling sch ON p.schedule_id = sch.schedule_id
		 JOIN services s ON sch.service_id = s.service_id
		 WHERE p.client_id = ? AND p.has_paid = 1 AND p.created_at >= ? AND p.created_at < ?
		 GROUP BY s.name ORDER BY cnt DESC LIMIT 5`,
		clientID, monthStart, nextMonth,
	)
	if err == nil {
		defer topRows.Close()
		for topRows.Next() {
			var sc serviceCount
			topRows.Scan(&sc.Name, &sc.Count)
			rd.TopServices = append(rd.TopServices, sc)
		}
	}

	var reviewCount int
	a.DB.QueryRow("SELECT COUNT(*) FROM leads WHERE client_id = ? AND needs_review = 1", clientID).Scan(&reviewCount)

	buf := templates.BufRender()
	fmt.Fprint(buf, templates.PageHeader("Monthly Report", fmt.Sprintf("Performance for %s", rd.MonthLabel)))

	// Overview KPIs
	fmt.Fprintf(buf, `<div class="grid grid-cols-1 sm:grid-cols-3 gap-4 mb-6">`)
	fmt.Fprint(buf, templates.KPICard("Total Leads", fmt.Sprintf("%d", rd.TotalLeads), "", "amber", `<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0z"/>`, 1))
	fmt.Fprint(buf, templates.KPICard("Scheduled", fmt.Sprintf("%d", rd.TotalScheduled), fmt.Sprintf("%.1f%% conversion", rd.ConversionRate), "emerald", `<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"/>`, 2))
	fmt.Fprint(buf, templates.KPICard("Revenue", fmt.Sprintf("R$ %.2f", rd.TotalRevenue), fmt.Sprintf("%d sales", rd.TotalSales), "sky", `<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3-.895 3-2-1.343-2-3-2zm0 0v1m0 0v1m0-1h1m-1 0H9m12 0a2 2 0 012 2v4.5a2.5 2.5 0 01-2.5 2.5h-15a2.5 2.5 0 01-2.5-2.5V10a2 2 0 012-2h15z"/>`, 3))
	fmt.Fprintf(buf, `</div>`)

	// Revenue details
	fmt.Fprintf(buf, `<div class="grid grid-cols-1 sm:grid-cols-3 gap-3 mb-6">`)
	miniCards := []struct{ label, value string }{
		{"Total Sales", fmt.Sprintf("%d", rd.TotalSales)},
		{"Average Ticket", fmt.Sprintf("R$ %.2f", rd.AverageTicket)},
		{"Pending Review", fmt.Sprintf("%d", reviewCount)},
	}
	for _, mc := range miniCards {
		fmt.Fprintf(buf, `
<div class="bg-zinc-900 border border-white/[0.06] rounded-lg p-3 animate-slide-up">
    <div class="text-[10px] font-mono uppercase tracking-wider text-zinc-500 mb-1">%s</div>
    <div class="text-lg font-mono font-semibold text-zinc-200">%s</div>
</div>`, mc.label, mc.value)
	}
	fmt.Fprintf(buf, `</div>`)

	// Tables
	fmt.Fprintf(buf, `<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">`)

	// Service interest table
	serviceTable := renderServiceTable(rd.ServiceCounts, rd.TotalLeads)
	fmt.Fprint(buf, templates.SectionCard("Leads by Service Interest", "Distribution of service requests", template.HTML(serviceTable)))

	// Status table
	statusTable := renderServiceTable(rd.StatusCounts, rd.TotalLeads)
	fmt.Fprint(buf, templates.SectionCard("Leads by Status", "Pipeline breakdown", template.HTML(statusTable)))

	fmt.Fprintf(buf, `</div>`)

	// Top services
	if len(rd.TopServices) > 0 {
		topTable := renderTopServicesTable(rd.TopServices)
		fmt.Fprintf(buf, `<div class="mt-6">%s</div>`, templates.SectionCard("Top 5 Services Sold", "Best performing services this month", template.HTML(topTable)))
	}

	w.Header().Set("Content-Type", "text/html; charset=utf-8")
	templates.WritePage(w, buf, "Monthly Report", "report")
}

func renderServiceTable(counts []serviceCount, total int) template.HTML {
	if len(counts) == 0 {
		return template.HTML(`<p class="text-sm text-zinc-500 py-4">No data for this month.</p>`)
	}
	out := string(templates.TableStart([]string{"Name", "Quantity", "Percentage"}))
	for _, sc := range counts {
		pct := 0.0
		if total > 0 {
			pct = math.Round(float64(sc.Count)/float64(total)*100*10) / 10
		}
		barWidth := int(pct)
		if barWidth > 100 {
			barWidth = 100
		}
		out += fmt.Sprintf(`<tr>
            <td class="text-zinc-200">%s</td>
            <td class="font-mono text-xs">%d</td>
            <td>
                <div class="flex items-center gap-2">
                    <div class="flex-1 h-1.5 bg-zinc-800 rounded-full overflow-hidden max-w-[120px]">
                        <div class="h-full bg-amber-400 rounded-full" style="width:%d%%"></div>
                    </div>
                    <span class="text-xs text-zinc-400 font-mono">%.1f%%</span>
                </div>
            </td>
        </tr>`, htmlEscape(sc.Name), sc.Count, barWidth, pct)
	}
	out += string(templates.TableEnd())
	return template.HTML(out)
}

func renderTopServicesTable(counts []serviceCount) template.HTML {
	if len(counts) == 0 {
		return template.HTML(`<p class="text-sm text-zinc-500 py-4">No sales data for this month.</p>`)
	}
	out := string(templates.TableStart([]string{"Service", "Sales"}))
	for _, sc := range counts {
		out += fmt.Sprintf(`<tr><td class="text-zinc-200">%s</td><td class="font-mono text-xs text-emerald-400">%d</td></tr>`, htmlEscape(sc.Name), sc.Count)
	}
	out += string(templates.TableEnd())
	return template.HTML(out)
}

// MonthlyReport is the package-level shim.
func MonthlyReport(w http.ResponseWriter, r *http.Request) {
	(&App{DB: DB, WAConnector: WAConnector}).MonthlyReport(w, r)
}