Show sale, COG, and profit on /admin/reports

Each summary card now leads with profit (large, green, bold), with
sale and COG shown underneath as a breakdown. The "Top selling parts"
and "Recent sales" tables get Sale/COG/Profit columns, with profit
emphasized; negative profit flips both styles to red. Top parts is
now ordered by profit. COG is computed from each part's current
cost_price for inventory-affecting lines only — custom lines
contribute to sale with zero COG.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
David Beccue
2026-05-18 20:34:30 +05:00
parent 83a59f1677
commit d5a80bb104
4 changed files with 135 additions and 77 deletions

View File

@ -151,6 +151,9 @@
"top_parts": "Top selling parts",
"units_sold": "Units sold",
"revenue": "Revenue",
"sale": "Sale",
"cog": "COG",
"profit": "Profit",
"recent_sales": "Recent sales",
"saved_at": "Saved",
"lines": "Lines",

View File

@ -151,6 +151,9 @@
"top_parts": "Қисмҳои серфурӯш",
"units_sold": "Фурӯхта шуд",
"revenue": "Даромад",
"sale": "Фурӯш",
"cog": "Арзиши мол",
"profit": "Фоида",
"recent_sales": "Фурӯшҳои охирин",
"saved_at": "Сабт шуд",
"lines": "Сатрҳо",

View File

@ -1,45 +1,38 @@
import { getDb } from './db.js';
// All time windows are computed in local time using SQLite's `datetime('now', 'localtime')`.
// Cost of goods (COG) and profit are computed against each part's current cost_price —
// the schema does not snapshot cost at sale time, so historical cost changes are not
// reflected. Custom (non-inventory) lines contribute to sale revenue but have zero COG.
const COG_SUBQUERY = `
COALESCE((
SELECT SUM(l.quantity * p.cost_price)
FROM invoice_lines l
JOIN parts p ON p.id = l.part_id
WHERE l.invoice_id = invoices.id AND l.affects_inventory = 1
), 0)
`;
function windowStats(dateClause) {
return getDb().prepare(`
SELECT
COUNT(*) AS invoice_count,
COALESCE(SUM(total_dirams), 0) AS sale_dirams,
COALESCE(SUM(${COG_SUBQUERY}), 0) AS cog_dirams,
COALESCE(SUM(total_dirams - ${COG_SUBQUERY}), 0) AS profit_dirams
FROM invoices
WHERE status = 'saved'${dateClause ? ' AND ' + dateClause : ''}
`).get();
}
export function salesSummary() {
const db = getDb();
const row = db.prepare(`
SELECT
COUNT(*) AS invoice_count,
COALESCE(SUM(total_dirams), 0) AS total_dirams
FROM invoices
WHERE status = 'saved'
`).get();
const today = db.prepare(`
SELECT
COUNT(*) AS invoice_count,
COALESCE(SUM(total_dirams), 0) AS total_dirams
FROM invoices
WHERE status = 'saved'
AND date(saved_at, 'localtime') = date('now', 'localtime')
`).get();
const week = db.prepare(`
SELECT
COUNT(*) AS invoice_count,
COALESCE(SUM(total_dirams), 0) AS total_dirams
FROM invoices
WHERE status = 'saved'
AND date(saved_at, 'localtime') >= date('now', 'localtime', '-6 days')
`).get();
const month = db.prepare(`
SELECT
COUNT(*) AS invoice_count,
COALESCE(SUM(total_dirams), 0) AS total_dirams
FROM invoices
WHERE status = 'saved'
AND strftime('%Y-%m', saved_at, 'localtime') = strftime('%Y-%m', 'now', 'localtime')
`).get();
return { all_time: row, today, week, month };
return {
all_time: windowStats(''),
today: windowStats(`date(saved_at, 'localtime') = date('now', 'localtime')`),
week: windowStats(`date(saved_at, 'localtime') >= date('now', 'localtime', '-6 days')`),
month: windowStats(`strftime('%Y-%m', saved_at, 'localtime') = strftime('%Y-%m', 'now', 'localtime')`)
};
}
export function topSellingParts(limit = 10) {
@ -47,13 +40,15 @@ export function topSellingParts(limit = 10) {
SELECT
p.id, p.sku, p.name_en, p.name_tg,
SUM(l.quantity) AS units_sold,
SUM(l.quantity * l.unit_price_dirams) AS revenue_dirams
SUM(l.quantity * l.unit_price_dirams) AS sale_dirams,
SUM(l.quantity * p.cost_price) AS cog_dirams,
SUM(l.quantity * (l.unit_price_dirams - p.cost_price)) AS profit_dirams
FROM invoice_lines l
JOIN invoices i ON i.id = l.invoice_id
JOIN parts p ON p.id = l.part_id
WHERE i.status = 'saved' AND l.affects_inventory = 1
GROUP BY p.id
ORDER BY units_sold DESC, revenue_dirams DESC
ORDER BY profit_dirams DESC, units_sold DESC
LIMIT ?
`).all(limit);
}
@ -84,7 +79,12 @@ export function inventorySummary() {
export function recentSales(limit = 10) {
return getDb().prepare(`
SELECT id, total_dirams, saved_at,
SELECT
id,
total_dirams AS sale_dirams,
${COG_SUBQUERY} AS cog_dirams,
total_dirams - ${COG_SUBQUERY} AS profit_dirams,
saved_at,
(SELECT COUNT(*) FROM invoice_lines WHERE invoice_id = invoices.id) AS line_count
FROM invoices
WHERE status = 'saved'

View File

@ -16,38 +16,26 @@
<h2>{$t('reports.sales_heading')}</h2>
<div class="grid">
{#each [
{ label: $t('reports.today'), row: sales.today },
{ label: $t('reports.last_7_days'), row: sales.week },
{ label: $t('reports.this_month'), row: sales.month },
{ label: $t('reports.all_time'), row: sales.all_time }
] as card}
<div class="card stat">
<div class="label">{$t('reports.today')}</div>
<div class="value">
{formatMoney(sales.today.total_dirams, lang)}
<div class="label">{card.label}</div>
<div class="profit-label">{$t('reports.profit')}</div>
<div class="value profit" class:negative={card.row.profit_dirams < 0}>
{formatMoney(card.row.profit_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</div>
<div class="sub">{sales.today.invoice_count} {$t('reports.invoices')}</div>
<div class="breakdown">
<div><span class="bk-label">{$t('reports.sale')}</span> {formatMoney(card.row.sale_dirams, lang)}</div>
<div><span class="bk-label">{$t('reports.cog')}</span> {formatMoney(card.row.cog_dirams, lang)}</div>
</div>
<div class="card stat">
<div class="label">{$t('reports.last_7_days')}</div>
<div class="value">
{formatMoney(sales.week.total_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</div>
<div class="sub">{sales.week.invoice_count} {$t('reports.invoices')}</div>
</div>
<div class="card stat">
<div class="label">{$t('reports.this_month')}</div>
<div class="value">
{formatMoney(sales.month.total_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</div>
<div class="sub">{sales.month.invoice_count} {$t('reports.invoices')}</div>
</div>
<div class="card stat">
<div class="label">{$t('reports.all_time')}</div>
<div class="value">
{formatMoney(sales.all_time.total_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</div>
<div class="sub">{sales.all_time.invoice_count} {$t('reports.invoices')}</div>
<div class="sub">{card.row.invoice_count} {$t('reports.invoices')}</div>
</div>
{/each}
</div>
<h2>{$t('reports.inventory_heading')}</h2>
@ -95,7 +83,9 @@
<th>{$t('parts.sku')}</th>
<th>{$t('parts.name')}</th>
<th class="num">{$t('reports.units_sold')}</th>
<th class="num">{$t('reports.revenue')}</th>
<th class="num">{$t('reports.sale')}</th>
<th class="num">{$t('reports.cog')}</th>
<th class="num profit-col">{$t('reports.profit')}</th>
</tr>
</thead>
<tbody>
@ -105,7 +95,15 @@
<td>{localized(p, 'name', lang)}</td>
<td class="num">{p.units_sold}</td>
<td class="num">
{formatMoney(p.revenue_dirams, lang)}
{formatMoney(p.sale_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
<td class="num">
{formatMoney(p.cog_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
<td class="num profit-col" class:negative={p.profit_dirams < 0}>
{formatMoney(p.profit_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
</tr>
@ -123,7 +121,9 @@
<tr>
<th>{$t('reports.saved_at')}</th>
<th class="num">{$t('reports.lines')}</th>
<th class="num">{$t('common.total')}</th>
<th class="num">{$t('reports.sale')}</th>
<th class="num">{$t('reports.cog')}</th>
<th class="num profit-col">{$t('reports.profit')}</th>
<th></th>
</tr>
</thead>
@ -133,7 +133,15 @@
<td>{formatWhen(s.saved_at)}</td>
<td class="num">{s.line_count}</td>
<td class="num">
{formatMoney(s.total_dirams, lang)}
{formatMoney(s.sale_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
<td class="num">
{formatMoney(s.cog_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
<td class="num profit-col" class:negative={s.profit_dirams < 0}>
{formatMoney(s.profit_dirams, lang)}
<span class="cur">{$t('common.currency_short')}</span>
</td>
<td><a href="/invoices/{s.id}">{$t('reports.view')}</a></td>
@ -146,7 +154,7 @@
<style>
.grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
gap: 1rem;
margin-bottom: 1.5rem;
}
@ -159,5 +167,49 @@
}
.stat .value.warn { color: #b8443f; }
.stat .cur { font-size: 0.8rem; color: #6b7388; margin-left: 0.2rem; }
.stat .sub { color: #6b7388; font-size: 0.8rem; margin-top: 0.2rem; }
.stat .sub { color: #6b7388; font-size: 0.8rem; margin-top: 0.4rem; }
.profit-label {
color: #2f7d4f;
font-size: 0.7rem;
font-weight: 600;
letter-spacing: 0.05em;
text-transform: uppercase;
margin-top: 0.35rem;
}
.value.profit {
font-size: 2rem;
font-weight: 700;
color: #1f6b40;
line-height: 1.1;
margin-top: 0.1rem;
}
.value.profit.negative { color: #b8443f; }
.value.profit .cur { color: #1f6b40; }
.value.profit.negative .cur { color: #b8443f; }
.breakdown {
margin-top: 0.55rem;
color: #4a5060;
font-size: 0.85rem;
font-variant-numeric: tabular-nums;
display: flex;
flex-wrap: wrap;
gap: 0.1rem 0.9rem;
}
.breakdown .bk-label {
color: #6b7388;
font-size: 0.75rem;
text-transform: uppercase;
letter-spacing: 0.04em;
margin-right: 0.15rem;
}
th.profit-col, td.profit-col {
color: #1f6b40;
font-weight: 700;
background: #f1f8f3;
}
td.profit-col.negative { color: #b8443f; background: #fbf1f0; }
td.profit-col .cur { color: inherit; }
</style>