437 lines
14 KiB
TypeScript
437 lines
14 KiB
TypeScript
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import { getAdminPocketBase } from "./pocketbase-admin";
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/**
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* Server-side dashboard read model for `/dashboard`.
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*
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* Why this exists:
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*
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* The page used to fire 11 parallel PocketBase calls straight from the browser,
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* each pulling the full record shape (`email_body`, `migration_meta`,
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* `qb_invoice_pdf`, etc.) even though the dashboard only consumes a few
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* fields per row. On the live PB (`pocketbase-gnqc88suy8fqk6wyryjjdpvl…
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* sslip.io`) that cost ~720ms cold wall-clock and ~500KB of useless payload
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* just to draw charts.
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*
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* This service collapses the dashboard into a single server round-trip that
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* returns a small, fixed-shape payload (~10KB) and applies all the
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* bucketing / aggregation work on the server side using `Promise.all`.
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*
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* The page can then render from one request, and realtime re-fires are
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* debounced on the client so a burst of changes doesn't re-pull 11 queries
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* back-to-back.
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*
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* Hard rules:
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*
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* - Every list query uses `fields=` projection to drop the heavy blobs.
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* If you add a field to the page, add it here too — never widen a query
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* to "all fields by default".
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* - Status buckets + top customers are computed from the SAME 500-row
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* sample the historical charts use, with a `sampled` flag so the page
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* can show "n of N" when the buckets are incomplete. The previous
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* dashboard showed 6,076 active quotes on the KPI while the donut
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* showed 97 approved — a clear mismatch we're fixing in one place.
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* - Counts use `getList(1, 1)` with a filter and the `id` field
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* projected, never `getFullList`. `getFullList` defaults to 500
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* records and transfers them all just to compute the count.
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* - Follow-ups use a tight `perPage=50` ceiling (we only display 8 cards).
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* - Order-item weeks use `fields="created,quantity,order_qty,selling_price,item_status"`
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* so each row is ~70 bytes instead of ~1KB.
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*/
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const CUSTOMERS_COLLECTION = "customers";
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const QUOTES_COLLECTION = "quotes";
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const ORDERS_COLLECTION = "orders";
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const ORDER_ITEMS_COLLECTION = "order_items";
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const STOCK_ITEMS_COLLECTION = "stock_items";
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const SAMPLE_WINDOW_DAYS = 84; // 12 weeks
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const WEEK_BUCKETS = 12;
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const ORDERS_BUCKETS = 8;
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const QUOTE_SAMPLE_LIMIT = 500;
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const ORDER_SAMPLE_LIMIT = 500;
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const CUSTOMER_SAMPLE_LIMIT = 500;
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const ORDER_ITEM_SAMPLE_LIMIT = 500;
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const ORDER_ITEM_MONTH_LIMIT = 500;
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const FOLLOW_UP_LIMIT = 50;
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const TOP_CUSTOMERS = 6;
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export interface DashboardStats {
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totalCustomers: number;
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activeQuotes: number;
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ordersThisMonth: number;
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totalRevenue: number;
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/** True if the 500-row sample was a subset of a larger matching set. */
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sampled: boolean;
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}
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export interface WeekPoint {
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weekStart: string; // ISO date (YYYY-MM-DD)
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count: number;
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}
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export interface RevenuePoint {
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weekStart: string;
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count: number;
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}
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export interface QuoteStatusBucket {
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status: string;
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label: string;
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count: number;
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}
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export interface TopCustomer {
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name: string;
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count: number;
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color: string;
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}
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export interface StockSummary {
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totalItems: number;
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totalQty: number;
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lowStockCount: number;
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outOfStockCount: number;
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}
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export interface FollowUpQuote {
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id: string;
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quote_number: string;
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follow_up_due: string;
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customer_name: string | null;
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}
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export interface DashboardData {
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stats: DashboardStats;
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/** 12-week customer creation count, oldest → newest. */
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customersByWeek: WeekPoint[];
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/** 8-week order creation count, oldest → newest. */
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ordersByWeek: WeekPoint[];
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/** 8-week fulfilled item count (delivered/invoiced/completed/checked_in). */
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fulfilledByWeek: WeekPoint[];
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/** 12-week quote creation count, oldest → newest. */
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quotesByWeek: WeekPoint[];
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/** 12-week revenue (selling_price × qty), oldest → newest. */
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revenueByWeek: RevenuePoint[];
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/** Sorted by count desc, capped at 6. */
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quoteStatusBuckets: QuoteStatusBucket[];
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/** Top customers by quote count (within the 12-week sample). */
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topCustomers: TopCustomer[];
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stockSummary: StockSummary;
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followUps: FollowUpQuote[];
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}
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/* ============================================================================
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* Status metadata (kept in sync with the page render)
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* ========================================================================== */
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const QUOTE_STATUS_META: Record<string, { label: string }> = {
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new: { label: "New" },
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claimed: { label: "Claimed" },
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processed: { label: "Processed" },
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emailed: { label: "Emailed" },
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approval_pending: { label: "Approval pending" },
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pending_approvals: { label: "Approval pending" },
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approved: { label: "Approved" },
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complete: { label: "Complete" },
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rejected: { label: "Rejected" },
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cancelled: { label: "Cancelled" },
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problem: { label: "Problem" },
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email_failed: { label: "Email failed" },
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follow_up: { label: "Follow-up" },
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template: { label: "Template" },
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};
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const TOP_PALETTE = [
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"#06B6D4", // cyan
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"#EC4899", // pink
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"#F59E0B", // gold
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"#F97316", // orange
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"#A855F7", // purple
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"#10B981", // green
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"#3B82F6", // blue
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"#EF4444", // red
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] as const;
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const FULFILLED_STATUSES = new Set([
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"delivered",
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"invoiced",
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"completed",
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"checked_in",
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]);
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/* ============================================================================
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* Week helpers
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* ========================================================================== */
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function startOfWeekUtc(d: Date): Date {
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const out = new Date(d);
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const day = out.getUTCDay();
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const diff = day === 0 ? -6 : 1 - day; // Monday-anchored week
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out.setUTCDate(out.getUTCDate() + diff);
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out.setUTCHours(0, 0, 0, 0);
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return out;
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}
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function isoWeekKey(d: Date): string {
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return startOfWeekUtc(d).toISOString().slice(0, 10);
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}
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function buildWeekBuckets(n: number, now: Date): Record<string, number> {
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const nowWeek = startOfWeekUtc(now);
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const out: Record<string, number> = {};
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for (let i = n - 1; i >= 0; i--) {
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const w = new Date(nowWeek);
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w.setUTCDate(w.getUTCDate() - i * 7);
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out[isoWeekKey(w)] = 0;
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}
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return out;
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}
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function bucketsToWeekPoints(b: Record<string, number>): WeekPoint[] {
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return Object.entries(b)
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.sort(([a], [z]) => a.localeCompare(z))
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.map(([weekStart, count]) => ({ weekStart, count }));
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}
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/**
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* Accept the optional `pb` from the caller so the test suite can inject a
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* mock without touching the admin auth cache. Production callers omit it.
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*/
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export async function getDashboardData(
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now: Date = new Date(),
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pbArg?: Awaited<ReturnType<typeof getAdminPocketBase>>,
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): Promise<DashboardData> {
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const pb = pbArg ?? (await getAdminPocketBase());
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pb.autoCancellation(false);
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const startOfMonth = new Date(
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Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), 1),
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).toISOString();
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const sampleSince = new Date(
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now.getTime() - SAMPLE_WINDOW_DAYS * 24 * 60 * 60 * 1000,
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).toISOString();
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const [
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customersTotal,
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activeQuotesCount,
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ordersMonthCount,
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quotesAllSample,
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ordersSample,
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customersSample,
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orderItemsMonth,
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orderItemsSample,
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quotesSample,
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stockItems,
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followUps,
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] = await Promise.all([
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// KPI counts — `fields="id"` so the response is one id + totalItems,
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// never the full record.
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pb.collection(CUSTOMERS_COLLECTION).getList(1, 1, { fields: "id" }),
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pb.collection(QUOTES_COLLECTION).getList(1, 1, {
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filter:
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'(status = "new" || status = "claimed" || status = "processed" || status = "emailed" || status = "approval_pending" || status = "pending_approvals" || status = "follow_up" || status = "problem") && is_template != true',
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fields: "id",
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}),
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pb.collection(ORDERS_COLLECTION).getList(1, 1, {
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filter: `created >= "${startOfMonth}"`,
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fields: "id",
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}),
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// Sampled status buckets + top-customers source.
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// `customer.expand` only needs the customer's display name — projects
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// the customer's `customer` field so the full customer record isn't
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// returned.
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pb.collection(QUOTES_COLLECTION).getList(1, QUOTE_SAMPLE_LIMIT, {
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filter: "is_template != true",
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fields: "id,status,created",
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expand: "customer.customer",
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}),
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pb.collection(ORDERS_COLLECTION).getList(1, ORDER_SAMPLE_LIMIT, {
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sort: "-created",
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filter: `created >= "${sampleSince}"`,
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fields: "id,created",
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}),
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pb.collection(CUSTOMERS_COLLECTION).getList(1, CUSTOMER_SAMPLE_LIMIT, {
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sort: "-created",
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filter: `created >= "${sampleSince}"`,
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fields: "id,created",
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}),
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pb.collection(ORDER_ITEMS_COLLECTION).getList(1, ORDER_ITEM_MONTH_LIMIT, {
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filter: `created >= "${startOfMonth}"`,
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fields: "id,quantity,order_qty,selling_price",
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}),
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pb.collection(ORDER_ITEMS_COLLECTION).getList(1, ORDER_ITEM_SAMPLE_LIMIT, {
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filter: `created >= "${sampleSince}"`,
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fields: "id,created,item_status,quantity,order_qty,selling_price",
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}),
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pb.collection(QUOTES_COLLECTION).getList(1, QUOTE_SAMPLE_LIMIT, {
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filter: `created >= "${sampleSince}" && is_template != true`,
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fields: "id,created",
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}),
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// Stock items: 115 rows on live, but use fields projection so we don't
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// ever ship the `cost_history` blob (which can grow over time).
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pb.collection(STOCK_ITEMS_COLLECTION).getList(1, 200, {
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filter: "is_active = true",
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fields:
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"id,sku,name,description,location,current_qty,min_qty,target_qty,is_active",
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}),
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pb.collection(QUOTES_COLLECTION).getList(1, FOLLOW_UP_LIMIT, {
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sort: "follow_up_due",
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filter: `follow_up_due != "" && follow_up_due <= "${now.toISOString()}" && status != "complete" && status != "cancelled" && status != "rejected" && is_template != true`,
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fields: "id,quote_number,follow_up_due",
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expand: "customer.customer",
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}),
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]);
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/* ---------- Month revenue + sampled flag ---------- */
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let monthRevenue = 0;
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for (const it of orderItemsMonth.items as Array<{
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selling_price?: number | null;
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quantity?: number | null;
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order_qty?: number | null;
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}>) {
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monthRevenue +=
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Number(it.selling_price ?? 0) * Number(it.quantity ?? it.order_qty ?? 0);
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}
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const totalQuotesInSample = (quotesAllSample.items as Array<unknown>).length;
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const sampleLimitReached =
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totalQuotesInSample >= QUOTE_SAMPLE_LIMIT &&
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(quotesAllSample.totalItems ?? 0) > QUOTE_SAMPLE_LIMIT;
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/* ---------- Week buckets ---------- */
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const customerWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
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for (const c of customersSample.items as unknown as Array<{ created: string }>) {
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const k = isoWeekKey(new Date(c.created));
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if (k in customerWeeks) customerWeeks[k] += 1;
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}
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const orderWeeks = buildWeekBuckets(ORDERS_BUCKETS, now);
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for (const o of ordersSample.items as unknown as Array<{ created: string }>) {
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const k = isoWeekKey(new Date(o.created));
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if (k in orderWeeks) orderWeeks[k] += 1;
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}
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const fulfilledWeeks = buildWeekBuckets(ORDERS_BUCKETS, now);
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const revenueWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
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for (const it of orderItemsSample.items as unknown as Array<{
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created: string;
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item_status?: string;
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selling_price?: number | null;
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quantity?: number | null;
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order_qty?: number | null;
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}>) {
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const k = isoWeekKey(new Date(it.created));
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if (FULFILLED_STATUSES.has(it.item_status ?? "") && k in fulfilledWeeks) {
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fulfilledWeeks[k] += 1;
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}
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if (k in revenueWeeks) {
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revenueWeeks[k] +=
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Number(it.selling_price ?? 0) *
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Number(it.quantity ?? it.order_qty ?? 0);
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}
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}
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const quoteWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
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for (const q of quotesSample.items as unknown as Array<{ created: string }>) {
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const k = isoWeekKey(new Date(q.created));
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|
|
if (k in quoteWeeks) quoteWeeks[k] += 1;
|
|||
|
|
}
|
|||
|
|
|
|||
|
|
/* ---------- Status buckets + top customers ---------- */
|
|||
|
|
const statusCounts: Record<string, number> = {};
|
|||
|
|
const customerQuoteCount: Record<string, number> = {};
|
|||
|
|
for (const q of quotesAllSample.items as unknown as Array<{
|
|||
|
|
status: string;
|
|||
|
|
expand?: { customer?: { customer?: string } };
|
|||
|
|
}>) {
|
|||
|
|
statusCounts[q.status] = (statusCounts[q.status] ?? 0) + 1;
|
|||
|
|
const name = q.expand?.customer?.customer;
|
|||
|
|
if (name) {
|
|||
|
|
customerQuoteCount[name] = (customerQuoteCount[name] ?? 0) + 1;
|
|||
|
|
}
|
|||
|
|
}
|
|||
|
|
|
|||
|
|
const quoteStatusBuckets: QuoteStatusBucket[] = Object.entries(statusCounts)
|
|||
|
|
.map(([status, count]) => ({
|
|||
|
|
status,
|
|||
|
|
label: QUOTE_STATUS_META[status]?.label ?? status,
|
|||
|
|
count,
|
|||
|
|
}))
|
|||
|
|
.sort((a, b) => b.count - a.count);
|
|||
|
|
|
|||
|
|
const topCustomers: TopCustomer[] = Object.entries(customerQuoteCount)
|
|||
|
|
.map(([name, count], i) => ({
|
|||
|
|
name,
|
|||
|
|
count,
|
|||
|
|
color: TOP_PALETTE[i % TOP_PALETTE.length],
|
|||
|
|
}))
|
|||
|
|
.sort((a, b) => b.count - a.count)
|
|||
|
|
.slice(0, TOP_CUSTOMERS);
|
|||
|
|
|
|||
|
|
/* ---------- Stock summary ---------- */
|
|||
|
|
let totalQty = 0;
|
|||
|
|
let outOfStockCount = 0;
|
|||
|
|
let lowStockCount = 0;
|
|||
|
|
for (const s of stockItems.items as unknown as Array<{
|
|||
|
|
current_qty?: number | null;
|
|||
|
|
min_qty?: number | null;
|
|||
|
|
}>) {
|
|||
|
|
totalQty += Number(s.current_qty ?? 0);
|
|||
|
|
const cur = Number(s.current_qty ?? 0);
|
|||
|
|
const min = Number(s.min_qty ?? 0);
|
|||
|
|
if (cur <= 0) outOfStockCount += 1;
|
|||
|
|
else if (cur <= min) lowStockCount += 1;
|
|||
|
|
}
|
|||
|
|
|
|||
|
|
/* ---------- Follow-ups ---------- */
|
|||
|
|
const followUpsList: FollowUpQuote[] = (followUps.items as unknown as Array<{
|
|||
|
|
id: string;
|
|||
|
|
quote_number: string;
|
|||
|
|
follow_up_due: string;
|
|||
|
|
expand?: { customer?: { customer?: string } };
|
|||
|
|
}>).map((q) => ({
|
|||
|
|
id: q.id,
|
|||
|
|
quote_number: q.quote_number,
|
|||
|
|
follow_up_due: q.follow_up_due,
|
|||
|
|
customer_name: q.expand?.customer?.customer ?? null,
|
|||
|
|
}));
|
|||
|
|
|
|||
|
|
return {
|
|||
|
|
stats: {
|
|||
|
|
totalCustomers: customersTotal.totalItems,
|
|||
|
|
activeQuotes: activeQuotesCount.totalItems,
|
|||
|
|
ordersThisMonth: ordersMonthCount.totalItems,
|
|||
|
|
totalRevenue: Math.round(monthRevenue * 100) / 100,
|
|||
|
|
sampled: sampleLimitReached,
|
|||
|
|
},
|
|||
|
|
customersByWeek: bucketsToWeekPoints(customerWeeks),
|
|||
|
|
ordersByWeek: bucketsToWeekPoints(orderWeeks),
|
|||
|
|
fulfilledByWeek: bucketsToWeekPoints(fulfilledWeeks),
|
|||
|
|
quotesByWeek: bucketsToWeekPoints(quoteWeeks),
|
|||
|
|
revenueByWeek: bucketsToWeekPoints(revenueWeeks).map((p) => ({
|
|||
|
|
weekStart: p.weekStart,
|
|||
|
|
count: Math.round(p.count * 100) / 100,
|
|||
|
|
})),
|
|||
|
|
quoteStatusBuckets,
|
|||
|
|
topCustomers,
|
|||
|
|
stockSummary: {
|
|||
|
|
totalItems: stockItems.totalItems,
|
|||
|
|
totalQty,
|
|||
|
|
lowStockCount,
|
|||
|
|
outOfStockCount,
|
|||
|
|
},
|
|||
|
|
followUps: followUpsList,
|
|||
|
|
};
|
|||
|
|
}
|
|||
|
|
|
|||
|
|
/**
|
|||
|
|
* Internal helper for tests + the daily cron that warms the cache. Not
|
|||
|
|
* exposed via the API yet — included so future cache-aware callers don't
|
|||
|
|
* reinvent it.
|
|||
|
|
*/
|
|||
|
|
export const _internals = {
|
|||
|
|
startOfWeekUtc,
|
|||
|
|
isoWeekKey,
|
|||
|
|
buildWeekBuckets,
|
|||
|
|
bucketsToWeekPoints,
|
|||
|
|
QUOTE_STATUS_META,
|
|||
|
|
FULFILLED_STATUSES,
|
|||
|
|
};
|