Top Customers Report

Author: psyborg-protocols

index.html

@@ -511,6 +511,7 @@ <h5 class="modal-title text-warning fw-bold">Notice About Pricing Data</h5>
   <script src="/EasySearchTests/reports/productLapsedReport.js"></script>
   <script src="/EasySearchTests/reports/productStuckInventoryReport.js"></script>
   <script src="/EasySearchTests/reports/profitReport.js"></script>
+  <script src="/EasySearchTests/reports/topCustomersRevenueReport.js"></script>
   <script src="reports.js"></script>
   <script src="uiRenderer.js"></script>
   <script src="app.js"></script>

reports.js

@@ -30,6 +30,11 @@ window.reportModules = [
     generatorFunctionName: 'buildStuckInventoryReport'
   },
   {
+  id: 'top20cust',
+  title: 'Top 20 Customers by Revenue (Last 12 mo)',
+  generatorFunctionName: 'buildTopCustomersByRevenueReport'
+  },  
+  {
   id: 'profit',
   title: 'Top Customers & Products by Profit',
   generatorFunctionName: 'buildProfitReport'

reports/topCustomersRevenueReport.js

@@ -0,0 +1,109 @@
+/* reports/topCustomersRevenueReport.js
+   --------------------------------------------------------------- */
+
+window.buildTopCustomersByRevenueReport = function buildTopCustomersByRevenueReport(
+        modalEl,
+        reportId         // “top20cust”
+) {
+  return new Promise((resolve, reject) => {
+
+    /* --- locate our <li> in the modal --- */
+    const liId  = `item-${reportId}`;
+    const li    = modalEl.querySelector(`#${liId}`);
+    if (!li) {
+      console.error(`[${reportId}] list-item not found`);
+      return reject({ reportId, error : 'list-item not found' });
+    }
+
+    /* --- little helpers --- */
+    const parseDate = (str) => {
+      if (!str) return null;
+      const [m,d,y] = str.split('/').map(s => +s.trim());
+      return (m && d && y) ? new Date(y, m - 1, d) : null;
+    };
+    const toCSV = (rows) => {
+      if (!rows.length) return '';
+      const cols = Object.keys(rows[0]);
+      const esc  = v => `"${String(v).replace(/"/g,'""')}"`;
+      return [cols.join(',')]
+             .concat(rows.map(r => cols.map(c => esc(r[c])).join(',')))
+             .join('\n');
+    };
+
+    /* --- crunch the numbers (async-friendly 0 ms slot) --- */
+    setTimeout(() => {
+      try {
+        const salesDF = window.dataStore?.Sales?.dataframe || [];
+        if (!salesDF.length) {
+          li.querySelector('.spinner-border')?.remove();
+          li.insertAdjacentHTML('beforeend',
+            ' <small class="text-muted">(no sales data)</small>');
+          return resolve({ reportId, status : 'success', count : 0 });
+        }
+
+        const today          = new Date();
+        const twelveMoAgo    = new Date();
+        twelveMoAgo.setMonth(today.getMonth() - 12);
+
+        /* --- aggregate revenue per customer --- */
+        const totals = {};  // { customer → { revenue, orders } }
+        for (const row of salesDF) {
+          const saleDate = parseDate(row.Date);
+          if (!saleDate || saleDate < twelveMoAgo) continue;
+
+          const cust   = row.Customer?.trim();
+          if (!cust) continue;
+
+          const amount = +String(row.Total_Amount).replace(/\s/g,'') || 0;
+          if (!totals[cust]) totals[cust] = { revenue:0, orders:0 };
+          totals[cust].revenue += amount;
+          totals[cust].orders  += 1;
+        }
+
+        const top20 = Object.entries(totals)
+          .sort((a,b) => b[1].revenue - a[1].revenue)
+          .slice(0, 20)
+          .map(([cust,stats], idx) => ({
+            '#': idx+1,
+            'Customer Name' : cust,
+            'Total Revenue ($)' : stats.revenue.toFixed(2),
+            'Orders (12 mo)'    : stats.orders
+          }));
+
+        li.querySelector('.spinner-border')?.remove();
+
+        if (!top20.length) {
+          li.insertAdjacentHTML('beforeend',
+            ' <small class="text-muted">(no sales in last 12 mo)</small>');
+          return resolve({ reportId, status:'success', count:0 });
+        }
+
+        /* --- download-button --- */
+        const csv   = toCSV(top20);
+        const btn   = document.createElement('button');
+        btn.className = 'report-download-btn';
+        btn.title     = 'Download Top-20 Customers CSV';
+        btn.innerHTML = `
+          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 -960 960 960"
+               width="24" height="24" fill="#5f6368">
+            <path d="M480-320 280-520l56-58 104 104v-326h80v326l104-104 56
+                     58-200 200ZM240-160q-33 0-56.5-23.5T160-240v-120h80v120h480
+                     v-120h80v120q0 33-23.5 56.5T720-160H240Z"/>
+          </svg>`;
+        btn.onclick = () => saveAs(new Blob([csv],
+          {type:'text/csv;charset=utf-8'}),
+          'top20_customers_12mo.csv');
+        li.appendChild(btn);
+
+        resolve({ reportId, status:'success', count:top20.length });
+
+      } catch (err) {
+        console.error(`[${reportId}]`, err);
+        li.querySelector('.spinner-border')?.remove();
+        li.insertAdjacentHTML('beforeend',
+          ' <small class="text-danger">(error)</small>');
+        reject({ reportId, error:err });
+      }
+    }, 0);
+  });
+};