Merge pull request #16 from Dvorinka/feat/m31-data-surfacing

feat: data surfacing — intake labels, service metrics, honest capacity
This commit is contained in:
Tomáš Dvořák authored and GitHub committed 2026-09-22 20:29:36 +02:00
commit 55fc0d06e3
16 files changed
+560 -69

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+14
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@@ -1369,6 +1369,20 @@ func NewServer(cfg config.Config, pools *db.Pools) (*Server, error) {
c.JSON(http.StatusOK, response)
})
protected.GET("/metrics/services", func(c *gin.Context) {
days, _ := strconv.Atoi(c.DefaultQuery("days", "30"))
response, err := bookingService.ServiceMetrics(c.Request.Context(), auth.PrincipalFromContext(c), days)
if err != nil {
status := http.StatusInternalServerError
if errors.Is(err, bookings.ErrTenantMembership) {
status = http.StatusNotFound
}
c.JSON(status, gin.H{"error": err.Error()})
return
}
c.JSON(http.StatusOK, response)
})
protected.GET("/export/bookings.csv", func(c *gin.Context) {
from, to := exportRange(c)
var buf bytes.Buffer
@@ -98,6 +98,19 @@ func (s *CustomerService) descriptors(ctx context.Context, booking db.BookingRec
return serviceName, locationName
}
// intakeLabels returns the booking's service-declared intake field labels,
// keyed by answer key; nil for class bookings or services without intake.
func (s *CustomerService) intakeLabels(ctx context.Context, booking db.BookingRecord) map[string]string {
if booking.ServiceID == nil {
return nil
}
service, err := s.repo.GetServiceByID(ctx, *booking.ServiceID)
if err != nil {
return nil
}
return shared.IntakeLabels(service.IntakeFields)
}
// GetBookingByReference returns booking details for customer management link
func (s *CustomerService) GetBookingByReference(ctx context.Context, reference string, token string) (domain.CustomerBookingView, error) {
booking, err := s.repo.GetBookingByReference(ctx, reference)
@@ -136,6 +149,7 @@ func (s *CustomerService) GetBookingByReference(ctx context.Context, reference s
Status: booking.Status,
Notes: booking.Notes,
Intake: shared.ParseIntakeAnswers(booking.Intake),
IntakeLabels: s.intakeLabels(ctx, booking),
WaitlistPosition: position,
}, nil
}
+98 -3
View File
@@ -548,9 +548,11 @@ func (s *Service) DashboardSummary(ctx context.Context, principal domain.Princip
}
serviceNames := map[string]string{}
serviceIntakeLabels := map[string]map[string]string{}
if services, err := s.repo.ListServicesByTenant(ctx, membership.Tenant.ID); err == nil {
for _, service := range services {
serviceNames[service.ID] = service.Name
serviceIntakeLabels[service.ID] = shared.IntakeLabels(service.IntakeFields)
}
}
locationNames := map[string]string{}
@@ -580,6 +582,7 @@ func (s *Service) DashboardSummary(ctx context.Context, principal domain.Princip
}
if booking.ServiceID != nil {
out.Service = serviceNames[*booking.ServiceID]
out.IntakeLabels = serviceIntakeLabels[*booking.ServiceID]
}
if booking.LocationID != nil {
out.Location = locationNames[*booking.LocationID]
@@ -719,11 +722,15 @@ func (s *Service) StaffMetrics(ctx context.Context, principal domain.Principal,
if err != nil {
return domain.StaffMetricsResponse{}, err
}
blockedDays, err := s.repo.ListBlockedDaysByTenant(ctx, membership.Tenant.ID, from, to)
if err != nil {
return domain.StaffMetricsResponse{}, err
}
loc, err := time.LoadLocation(membership.Tenant.Timezone)
if err != nil {
loc = time.UTC
}
capacity := staffCapacityMinutes(rules, from, to, loc)
capacity := staffCapacityMinutes(rules, blockedDays, from, to, loc)
metrics := make([]domain.StaffMetric, 0, len(staff))
for _, member := range staff {
@@ -748,17 +755,105 @@ func (s *Service) StaffMetrics(ctx context.Context, principal domain.Principal,
return domain.StaffMetricsResponse{From: from, To: to, Staff: metrics}, nil
}
// ServiceMetrics aggregates appointment bookings per catalog service over a
// trailing window — every service appears, even with zero bookings. Class
// bookings carry no service and are counted separately.
func (s *Service) ServiceMetrics(ctx context.Context, principal domain.Principal, days int) (domain.ServiceMetricsResponse, error) {
membership, err := s.repo.GetTenantMembershipBySubject(ctx, principal.Subject)
if err != nil {
if errors.Is(err, pgx.ErrNoRows) {
return domain.ServiceMetricsResponse{}, ErrTenantMembership
}
return domain.ServiceMetricsResponse{}, err
}
if days <= 0 || days > 365 {
days = 30
}
to := time.Now().UTC()
from := to.AddDate(0, 0, -days)
bookingsList, err := s.repo.ListBookingsByTenantBetween(ctx, membership.Tenant.ID, from, to)
if err != nil {
return domain.ServiceMetricsResponse{}, err
}
services, err := s.repo.ListServicesByTenant(ctx, membership.Tenant.ID)
if err != nil {
return domain.ServiceMetricsResponse{}, err
}
prices := make(map[string]int, len(services))
for _, service := range services {
prices[service.ID] = service.PriceCents
}
type aggregate struct {
bookings int
completed int
cancelled int
revenue int64
}
byService := make(map[string]*aggregate, len(services))
classBookings := 0
for _, booking := range bookingsList {
if booking.ServiceID == nil {
classBookings++
continue
}
agg := byService[*booking.ServiceID]
if agg == nil {
agg = &aggregate{}
byService[*booking.ServiceID] = agg
}
agg.bookings++
switch booking.Status {
case "cancelled":
agg.cancelled++
case "completed":
agg.completed++
}
if booking.Status != "cancelled" {
agg.revenue += int64(prices[*booking.ServiceID])
}
}
metrics := make([]domain.ServiceMetric, 0, len(services))
for _, service := range services {
agg := byService[service.ID]
if agg == nil {
agg = &aggregate{}
}
metrics = append(metrics, domain.ServiceMetric{
ServiceID: service.ID,
Name: service.Name,
Bookings: agg.bookings,
Completed: agg.completed,
Cancelled: agg.cancelled,
RevenueCents: agg.revenue,
})
}
return domain.ServiceMetricsResponse{
From: from,
To: to,
Services: metrics,
ClassBookings: classBookings,
}, nil
}
// staffCapacityMinutes sums each member's availability-rule minutes across the
// window, evaluated on local calendar dates in the tenant timezone. Rules
// without a staff assignment are tenant-wide and don't map to a member.
func staffCapacityMinutes(rules []db.AvailabilityRuleRecord, from, to time.Time, loc *time.Location) map[string]int {
// without a staff assignment are tenant-wide and don't map to a member. A day
// blocked for the member (or tenant-wide) contributes no capacity.
func staffCapacityMinutes(rules []db.AvailabilityRuleRecord, blockedDays []db.BlockedDayRecord, from, to time.Time, loc *time.Location) map[string]int {
byStaff := map[string]int{}
for day := from.In(loc); day.Before(to.In(loc)); day = day.AddDate(0, 0, 1) {
weekday := int(day.Weekday())
dayStart := time.Date(day.Year(), day.Month(), day.Day(), 0, 0, 0, 0, loc)
for _, rule := range rules {
if rule.StaffID == nil || rule.DayOfWeek != weekday {
continue
}
if blockedAt(blockedDays, rule.StaffID, dayStart, dayStart.AddDate(0, 0, 1)) {
continue
}
byStaff[*rule.StaffID] += localMinutesBetween(rule.StartsLocal, rule.EndsLocal)
}
}
@@ -879,3 +879,146 @@ func TestStaffMetricsAggregatesPerStaff(t *testing.T) {
t.Fatalf("expected 240000 revenue cents (2×1200 Kč), got %d", row.RevenueCents)
}
}
func TestStaffMetricsBlockedDayReducesCapacity(t *testing.T) {
repo := db.NewMemoryRepository()
service := NewService(repo, nil, "http://localhost:3000")
ctx := context.Background()
principal := domain.Principal{Subject: "demo-owner", Role: "owner"}
tenantID := "5d6b3551-0a3e-4b86-bdf0-e9df20a47148"
staffID := "6936c444-c7d0-4a7d-b596-a9b72d2f4fc0"
baseline, err := service.StaffMetrics(ctx, principal, 30)
if err != nil {
t.Fatalf("baseline metrics: %v", err)
}
capacityBefore := baseline.Staff[0].CapacityMinutes
if capacityBefore <= 0 {
t.Fatalf("expected positive baseline capacity, got %d", capacityBefore)
}
// Block the most recent weekday inside the window, tenant-wide. The
// tenant runs Mon–Fri 09:00–17:00, so one blocked weekday removes
// exactly 480 capacity minutes.
loc, _ := time.LoadLocation("Europe/Prague")
now := time.Now().UTC()
var blocked time.Time
for i := 1; i <= 7; i++ {
day := now.AddDate(0, 0, -i).In(loc)
if day.Weekday() >= time.Monday && day.Weekday() <= time.Friday {
blocked = time.Date(day.Year(), day.Month(), day.Day(), 0, 0, 0, 0, loc)
break
}
}
if _, err := repo.CreateBlockedDay(ctx, db.CreateBlockedDayParams{
TenantID: tenantID,
StartsAt: blocked,
EndsAt: blocked.AddDate(0, 0, 1),
Kind: "closure",
}); err != nil {
t.Fatalf("create blocked day: %v", err)
}
after, err := service.StaffMetrics(ctx, principal, 30)
if err != nil {
t.Fatalf("metrics after block: %v", err)
}
want := capacityBefore - 480
if got := after.Staff[0].CapacityMinutes; got != want {
t.Fatalf("expected capacity %d after tenant-wide block, got %d", want, got)
}
// A staff-scoped block on a different weekday removes another 480.
var secondBlocked time.Time
for i := 1; i <= 7; i++ {
day := now.AddDate(0, 0, -i).In(loc)
dayStart := time.Date(day.Year(), day.Month(), day.Day(), 0, 0, 0, 0, loc)
if day.Weekday() >= time.Monday && day.Weekday() <= time.Friday && !dayStart.Equal(blocked) {
secondBlocked = dayStart
break
}
}
if _, err := repo.CreateBlockedDay(ctx, db.CreateBlockedDayParams{
TenantID: tenantID,
StaffID: &staffID,
StartsAt: secondBlocked,
EndsAt: secondBlocked.AddDate(0, 0, 1),
Kind: "vacation",
}); err != nil {
t.Fatalf("create staff block: %v", err)
}
final, err := service.StaffMetrics(ctx, principal, 30)
if err != nil {
t.Fatalf("metrics after staff block: %v", err)
}
if got := final.Staff[0].CapacityMinutes; got != want-480 {
t.Fatalf("expected capacity %d after staff block, got %d", want-480, got)
}
}
func TestServiceMetricsAggregatesPerService(t *testing.T) {
repo := db.NewMemoryRepository()
service := NewService(repo, nil, "http://localhost:3000")
ctx := context.Background()
tenantID := "5d6b3551-0a3e-4b86-bdf0-e9df20a47148"
serviceID := "d5d76a61-3d49-467c-8dd4-bf61ee754e39" // Signature treatment, 1200 Kč
sessionID := "4bf74c12-44dd-45ca-86bb-b104f16f2435"
now := time.Now().UTC()
seed := func(service *string, session *string, status string, ref string) {
t.Helper()
_, err := repo.CreateBooking(ctx, db.CreateBookingParams{
TenantID: tenantID,
ServiceID: service,
ClassSessionID: session,
CustomerName: "Client",
CustomerEmail: "[email protected]",
StartsAt: now.Add(-5 * time.Hour),
EndsAt: now.Add(-4 * time.Hour),
Status: status,
Reference: ref,
})
if err != nil {
t.Fatalf("seed booking: %v", err)
}
}
seed(&serviceID, nil, "confirmed", "BK-SVM-1")
seed(&serviceID, nil, "completed", "BK-SVM-2")
seed(&serviceID, nil, "cancelled", "BK-SVM-3")
seed(nil, &sessionID, "confirmed", "BK-SVM-4")
seed(&serviceID, nil, "confirmed", "BK-SVM-OLD")
// Move the old booking outside the 30-day window via a direct update.
old, err := repo.GetBookingByReference(ctx, "BK-SVM-OLD")
if err != nil {
t.Fatalf("fetch old booking: %v", err)
}
if err := repo.RescheduleBooking(ctx, old.ID, now.AddDate(0, 0, -40), now.AddDate(0, 0, -40).Add(time.Hour)); err != nil {
t.Fatalf("reschedule old booking: %v", err)
}
response, err := service.ServiceMetrics(ctx, domain.Principal{Subject: "demo-owner", Role: "owner"}, 30)
if err != nil {
t.Fatalf("service metrics: %v", err)
}
var row domain.ServiceMetric
for _, m := range response.Services {
if m.ServiceID == serviceID {
row = m
}
}
if row.Bookings != 3 {
t.Fatalf("expected 3 bookings in window, got %d", row.Bookings)
}
if row.Completed != 1 || row.Cancelled != 1 {
t.Fatalf("expected 1 completed + 1 cancelled, got %d/%d", row.Completed, row.Cancelled)
}
// Revenue counts non-cancelled bookings at list price: confirmed + completed.
if row.RevenueCents != 240000 {
t.Fatalf("expected 240000 revenue cents (2×1200 Kč), got %d", row.RevenueCents)
}
if response.ClassBookings != 1 {
t.Fatalf("expected 1 class booking, got %d", response.ClassBookings)
}
}
+25
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@@ -27,6 +27,8 @@ type UpcomingBooking struct {
StaffName string `json:"staffName,omitempty"`
Notes string `json:"notes,omitempty"`
Intake map[string]string `json:"intake,omitempty"`
// IntakeLabels maps Intake keys to the service's declared field labels.
IntakeLabels map[string]string `json:"intakeLabels,omitempty"`
StartsAt time.Time `json:"startsAt"`
EndsAt time.Time `json:"endsAt"`
Status string `json:"status"`
@@ -545,6 +547,8 @@ type CustomerBookingView struct {
Status string `json:"status"`
Notes string `json:"notes,omitempty"`
Intake map[string]string `json:"intake,omitempty"`
// IntakeLabels maps Intake keys to the service's declared field labels.
IntakeLabels map[string]string `json:"intakeLabels,omitempty"`
// WaitlistPosition is the 1-based queue spot for waitlisted class
// bookings; zero for any other status.
WaitlistPosition int `json:"waitlistPosition,omitempty"`
@@ -624,6 +628,27 @@ type StaffMetricsResponse struct {
Staff []StaffMetric `json:"staff"`
}
// ServiceMetric aggregates appointment bookings for one catalog service over
// a trailing window. Revenue counts non-cancelled bookings at list price.
type ServiceMetric struct {
ServiceID string `json:"serviceId"`
Name string `json:"name"`
Bookings int `json:"bookings"`
Completed int `json:"completed"`
Cancelled int `json:"cancelled"`
RevenueCents int64 `json:"revenueCents"`
}
type ServiceMetricsResponse struct {
From time.Time `json:"from"`
To time.Time `json:"to"`
// Services lists every catalog service, including zero rows.
Services []ServiceMetric `json:"services"`
// ClassBookings counts session bookings in the window; they carry no
// service or price so they are reported separately.
ClassBookings int `json:"classBookings"`
}
// ============================================
// ADMIN MODELS
// ============================================
+15 -59
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@@ -216,56 +216,15 @@ func (s *Service) WriteStaffReportCSV(ctx context.Context, principal domain.Prin
return out.Error()
}
// WriteServiceReportCSV aggregates appointment bookings per catalog service
// over a trailing window. Class bookings have no service or price and roll
// into a final "class sessions" row when present.
// WriteServiceReportCSV exports the per-service performance metrics over a
// trailing window — the same aggregation the dashboard services panel shows.
func (s *Service) WriteServiceReportCSV(ctx context.Context, principal domain.Principal, w io.Writer, days int) error {
tenant, err := s.tenantFor(ctx, principal)
metrics, err := s.bookings.ServiceMetrics(ctx, principal, days)
if err != nil {
return err
}
if days <= 0 || days > 365 {
days = 30
}
to := time.Now().UTC()
from := to.AddDate(0, 0, -days)
bookingsList, err := s.repo.ListBookingsByTenantBetween(ctx, tenant.ID, from, to)
if err != nil {
return err
}
services, err := s.repo.ListServicesByTenant(ctx, tenant.ID)
if err != nil {
return err
}
prices := make(map[string]int, len(services))
for _, service := range services {
prices[service.ID] = service.PriceCents
}
type aggregate struct {
bookings int
cancelled int
revenue int64
}
byService := make(map[string]*aggregate, len(services))
classBookings := 0
for _, booking := range bookingsList {
if booking.ServiceID == nil {
classBookings++
continue
}
agg := byService[*booking.ServiceID]
if agg == nil {
agg = &aggregate{}
byService[*booking.ServiceID] = agg
}
agg.bookings++
if booking.Status == "cancelled" {
agg.cancelled++
} else {
agg.revenue += int64(prices[*booking.ServiceID])
if errors.Is(err, bookings.ErrTenantMembership) {
return ErrTenantMembership
}
return err
}
if _, err := w.Write(utf8BOM); err != nil {
@@ -274,25 +233,22 @@ func (s *Service) WriteServiceReportCSV(ctx context.Context, principal domain.Pr
out := csv.NewWriter(w)
defer out.Flush()
if err := out.Write([]string{"service", "bookings", "cancelled", "revenue_cents"}); err != nil {
if err := out.Write([]string{"service", "bookings", "completed", "cancelled", "revenue_cents"}); err != nil {
return err
}
for _, service := range services {
agg := byService[service.ID]
if agg == nil {
agg = &aggregate{}
}
for _, m := range metrics.Services {
if err := out.Write([]string{
service.Name,
strconv.Itoa(agg.bookings),
strconv.Itoa(agg.cancelled),
strconv.FormatInt(agg.revenue, 10),
m.Name,
strconv.Itoa(m.Bookings),
strconv.Itoa(m.Completed),
strconv.Itoa(m.Cancelled),
strconv.FormatInt(m.RevenueCents, 10),
}); err != nil {
return err
}
}
if classBookings > 0 {
if err := out.Write([]string{"class sessions", strconv.Itoa(classBookings), "0", "0"}); err != nil {
if metrics.ClassBookings > 0 {
if err := out.Write([]string{"class sessions", strconv.Itoa(metrics.ClassBookings), "0", "0", "0"}); err != nil {
return err
}
}
+1 -1
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@@ -237,7 +237,7 @@ func TestWriteServiceReportCSV(t *testing.T) {
t.Fatalf("expected header + service row + class row, got %d rows", len(records))
}
svcRow := records[1]
if svcRow[0] != "Signature treatment" || svcRow[1] != "2" || svcRow[2] != "1" || svcRow[3] != "120000" {
if svcRow[0] != "Signature treatment" || svcRow[1] != "2" || svcRow[2] != "0" || svcRow[3] != "1" || svcRow[4] != "120000" {
t.Fatalf("unexpected service row: %v", svcRow)
}
classRow := records[2]
+14
View File
@@ -24,6 +24,20 @@ func ParseIntakeFields(raw string) []domain.IntakeField {
return fields
}
// IntakeLabels maps a service's declared intake field keys to their display
// labels, so booking views can render questions rather than slugs.
func IntakeLabels(raw string) map[string]string {
fields := ParseIntakeFields(raw)
if len(fields) == 0 {
return nil
}
labels := make(map[string]string, len(fields))
for _, field := range fields {
labels[field.Key] = field.Label
}
return labels
}
// NormalizeIntakeFields validates a service's declared intake fields and
// returns the canonical JSON string for storage. Keys are slugified from the
// provided key or the label, must be unique, and fields are capped at 8.
+73
View File
@@ -1545,6 +1545,33 @@ paths:
$ref: "#/components/schemas/StaffMetricsResponse"
"404":
description: Tenant membership not found
/v1/metrics/services:
get:
tags: [Metrics]
operationId: getServiceMetrics
security:
- bearerAuth: []
summary: Per-service appointment metrics over a trailing window
description: >-
Bookings, completions, cancellations, and revenue per catalog service.
Every service appears, including zero rows. Class bookings carry no
service or price and are counted separately in `classBookings`.
parameters:
- name: days
in: query
schema:
type: integer
default: 30
maximum: 365
responses:
"200":
description: Per-service metrics
content:
application/json:
schema:
$ref: "#/components/schemas/ServiceMetricsResponse"
"404":
description: Tenant membership not found
/v1/export/bookings.csv:
get:
tags: [Export]
@@ -2219,6 +2246,11 @@ components:
additionalProperties:
type: string
description: Structured intake answers keyed by the service's declared intakeFields keys
intakeLabels:
type: object
additionalProperties:
type: string
description: Maps intake answer keys to the service's declared field labels; absent for services without intake
classSessionId:
type: string
format: uuid
@@ -2266,6 +2298,11 @@ components:
type: object
additionalProperties:
type: string
intakeLabels:
type: object
additionalProperties:
type: string
description: Maps intake answer keys to the service's declared field labels; absent for services without intake
waitlistPosition:
type: integer
description: 1-based queue spot for waitlisted class bookings; absent otherwise
@@ -2408,6 +2445,42 @@ components:
type: array
items:
$ref: "#/components/schemas/StaffMetric"
ServiceMetric:
type: object
required: [serviceId, name, bookings, completed, cancelled, revenueCents]
properties:
serviceId:
type: string
format: uuid
name:
type: string
bookings:
type: integer
completed:
type: integer
cancelled:
type: integer
revenueCents:
type: integer
format: int64
description: Sum of the service's price for non-cancelled bookings
ServiceMetricsResponse:
type: object
required: [from, to, services, classBookings]
properties:
from:
type: string
format: date-time
to:
type: string
format: date-time
services:
type: array
items:
$ref: "#/components/schemas/ServiceMetric"
classBookings:
type: integer
description: Session bookings in the window; reported separately since they carry no service or price
DashboardBookingRequest:
type: object
required: [customerName, customerEmail, startsAt]
@@ -464,6 +464,8 @@ const dictionaries = {
"dashboard.booking.promoteFull": "Lekce je plná. Přesto potvrdit rezervaci?",
"dashboard.services": "Služby",
"dashboard.services.subtitle": "služeb v nabídce",
"dashboard.services.performance": "Výkonnost služeb",
"dashboard.services.classBookings": "rezervací na skupinové lekce (vykazováno zvlášť)",
"dashboard.service.add": "Přidat službu",
"dashboard.service.edit": "Upravit službu",
"dashboard.service.name": "Název služby",
@@ -1093,6 +1095,8 @@ const dictionaries = {
"dashboard.booking.promoteFull": "The session is full. Confirm the booking anyway?",
"dashboard.services": "Services",
"dashboard.services.subtitle": "services offered",
"dashboard.services.performance": "Service performance",
"dashboard.services.classBookings": "class session bookings (reported separately)",
"dashboard.service.add": "Add service",
"dashboard.service.edit": "Edit service",
"dashboard.service.name": "Service name",
@@ -398,9 +398,10 @@ export function BookingManageRoute() {
<For each={Object.entries(b().intake)}>
{([key, raw]) => {
const value = String(raw);
const label = b().intakeLabels?.[key] ?? key.replace(/_/g, " ");
return (
<p class="text-sm text-ink">
<span class="text-ink-muted">{key.replace(/_/g, " ")}: </span>
<span class="text-ink-muted">{label}: </span>
{value === "yes" || value === "no" ? i18n.t(`booking.intake${value === "yes" ? "Yes" : "No"}`) : value}
</p>
);
@@ -40,7 +40,7 @@ function createDemoData(i18n: ReturnType<typeof useI18n>) {
{ id: "b4", customerName: customers[3].name, customerEmail: customers[3].email, service: services[3], status: "cancelled", startsAt: fmt(at(-1, 11)), endsAt: fmt(at(-1, 12)), reference: "BOK-004", location: salonA, staffName: staff1, notes: "" },
{ id: "b11", customerName: customers[2].name, customerEmail: customers[2].email, service: services[0], status: "completed", startsAt: fmt(at(-1, 15, 30)), endsAt: fmt(at(-1, 16, 30)), reference: "BOK-011", location: salonA, staffName: staff2, notes: "" },
// today
{ id: "b1", customerName: customers[0].name, customerEmail: customers[0].email, service: services[0], status: "confirmed", startsAt: fmt(at(0, 10)), endsAt: fmt(at(0, 11)), reference: "BOK-001", location: salonA, staffName: staff1, notes: "", intake: cs ? { "zdravotni_poznamky": "Citlivá pokožka", "prvni_navsteva": "yes" } : { "health_notes": "Sensitive skin", "first_visit": "yes" } },
{ id: "b1", customerName: customers[0].name, customerEmail: customers[0].email, service: services[0], status: "confirmed", startsAt: fmt(at(0, 10)), endsAt: fmt(at(0, 11)), reference: "BOK-001", location: salonA, staffName: staff1, notes: "", intake: cs ? { "zdravotni_poznamky": "Citlivá pokožka", "prvni_navsteva": "yes" } : { "health_notes": "Sensitive skin", "first_visit": "yes" }, intakeLabels: cs ? { "zdravotni_poznamky": "Zdravotní poznámky nebo alergie", "prvni_navsteva": "Je to vaše první návštěva?" } : { "health_notes": "Health notes or allergies", "first_visit": "Is this your first visit?" } },
{ id: "b7", customerName: customers[1].name, customerEmail: customers[1].email, service: services[2], status: "confirmed", startsAt: fmt(at(0, 16)), endsAt: fmt(at(0, 17)), reference: "BOK-007", location: salonB, staffName: "", notes: "" },
// upcoming
{ id: "b2", customerName: customers[1].name, customerEmail: customers[1].email, service: services[1], status: "pending", startsAt: fmt(at(1, 14)), endsAt: fmt(at(1, 15)), reference: "BOK-002", location: salonA, staffName: staff2, notes: "" },
@@ -336,9 +336,10 @@ function DashboardShell(props: { children: JSX.Element }) {
<For each={Object.entries(data.selectedBooking()!.intake!)}>
{([key, raw]) => {
const value = String(raw);
const label = data.selectedBooking()!.intakeLabels?.[key] ?? key.replace(/_/g, " ");
return (
<div class="flex items-baseline justify-between gap-3">
<span class="text-xs text-ink-muted">{key.replace(/_/g, " ")}</span>
<span class="text-xs text-ink-muted">{label}</span>
<span class="text-sm text-ink">{value === "yes" || value === "no" ? data.i18n.t(`booking.intake${value === "yes" ? "Yes" : "No"}`) : value}</span>
</div>
);
@@ -73,6 +73,26 @@ function ServicesPage() {
},
);
const [serviceMetrics] = createResource(
() => data.token(),
async (bearer) => {
if (!bearer) return null;
if (bearer.startsWith("demo.")) {
return {
services: [
{ serviceId: "sv1", name: cs() ? "Dámský střih" : "Women's haircut", bookings: 9, completed: 5, cancelled: 1, revenueCents: 712000 },
{ serviceId: "sv2", name: cs() ? "Pánský střih" : "Men's haircut", bookings: 6, completed: 4, cancelled: 0, revenueCents: 354000 },
{ serviceId: "sv3", name: cs() ? "Barvení" : "Coloring", bookings: 3, completed: 2, cancelled: 0, revenueCents: 597000 },
{ serviceId: "sv4", name: cs() ? "Konzultace" : "Consultation", bookings: 2, completed: 1, cancelled: 0, revenueCents: 0 },
],
classBookings: 4,
};
}
const response = await apiClient.GET("/v1/metrics/services", authHeaders());
return response.data ?? null;
},
);
const resolvedServices = () => services() ?? [];
const formatPrice = (priceCents: number) => {
@@ -80,6 +100,9 @@ function ServicesPage() {
return new Intl.NumberFormat(cs() ? "cs-CZ" : "en-US", { style: "currency", currency: "CZK", maximumFractionDigits: 0 }).format(priceCents / 100);
};
const formatRevenue = (cents: number) =>
new Intl.NumberFormat(cs() ? "cs-CZ" : "en-US", { style: "currency", currency: "CZK", maximumFractionDigits: 0 }).format(cents / 100);
const openCreate = () => {
setEditingId(null);
setForm({ ...emptyForm });
@@ -181,6 +204,47 @@ function ServicesPage() {
</div>
</div>
<Show when={(serviceMetrics()?.services?.length ?? 0) > 0}>
<div class="surface-card p-6">
<div class="flex items-baseline justify-between gap-4 mb-5">
<h2 class="text-lg font-semibold text-ink font-display">{data.i18n.t("dashboard.services.performance")}</h2>
<span class="text-xs text-ink-subtle">{data.i18n.t("dashboard.staff.performanceWindow")}</span>
</div>
<div class="divide-y divide-border/60">
<For each={serviceMetrics()!.services}>
{(m: any) => (
<div class="py-4 first:pt-0 last:pb-0">
<p class="font-medium text-ink mb-3">{m.name}</p>
<div class="grid grid-cols-2 sm:grid-cols-4 gap-x-6 gap-y-3">
<div>
<p class="text-xs text-ink-subtle">{data.i18n.t("dashboard.bookings")}</p>
<p class="text-lg font-semibold text-ink tabular-nums">{m.bookings}</p>
</div>
<div>
<p class="text-xs text-ink-subtle">{data.i18n.t("dashboard.completed")}</p>
<p class="text-lg font-semibold text-ink tabular-nums">{m.completed}</p>
</div>
<div>
<p class="text-xs text-ink-subtle">{data.i18n.t("dashboard.cancelled")}</p>
<p class="text-lg font-semibold text-ink tabular-nums">{m.cancelled}</p>
</div>
<div>
<p class="text-xs text-ink-subtle">{data.i18n.t("dashboard.staff.revenue")}</p>
<p class="text-lg font-semibold text-ink tabular-nums">{formatRevenue(m.revenueCents)}</p>
</div>
</div>
</div>
)}
</For>
</div>
<Show when={(serviceMetrics()?.classBookings ?? 0) > 0}>
<p class="text-xs text-ink-subtle mt-4 pt-4 border-t border-border/60">
{serviceMetrics()!.classBookings} {data.i18n.t("dashboard.services.classBookings")}
</p>
</Show>
</div>
</Show>
<div class="surface-card overflow-hidden">
<Show when={showForm()}>
<div class="p-6 border-b border-border bg-canvas-subtle/50">
@@ -848,6 +848,26 @@ export interface paths {
patch?: never;
trace?: never;
};
"/v1/metrics/services": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/**
* Per-service appointment metrics over a trailing window
* @description Bookings, completions, cancellations, and revenue per catalog service. Every service appears, including zero rows. Class bookings carry no service or price and are counted separately in `classBookings`.
*/
get: operations["getServiceMetrics"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/v1/metrics/staff": {
parameters: {
query?: never;
@@ -1482,6 +1502,10 @@ export interface components {
intake?: {
[key: string]: string;
};
/** @description Maps intake answer keys to the service's declared field labels; absent for services without intake */
intakeLabels?: {
[key: string]: string;
};
location?: string;
notes?: string;
reference?: string;
@@ -1670,6 +1694,28 @@ export interface components {
/** Format: uuid */
tenantId: string;
};
ServiceMetric: {
bookings: number;
cancelled: number;
completed: number;
name: string;
/**
* Format: int64
* @description Sum of the service's price for non-cancelled bookings
*/
revenueCents: number;
/** Format: uuid */
serviceId: string;
};
ServiceMetricsResponse: {
/** @description Session bookings in the window; reported separately since they carry no service or price */
classBookings: number;
/** Format: date-time */
from: string;
services: components["schemas"]["ServiceMetric"][];
/** Format: date-time */
to: string;
};
SessionMoveTarget: {
capacity?: number;
confirmedCount?: number;
@@ -1845,6 +1891,10 @@ export interface components {
intake?: {
[key: string]: string;
};
/** @description Maps intake answer keys to the service's declared field labels; absent for services without intake */
intakeLabels?: {
[key: string]: string;
};
label?: string;
location?: string;
notes?: string;
@@ -3910,6 +3960,35 @@ export interface operations {
};
};
};
getServiceMetrics: {
parameters: {
query?: {
days?: number;
};
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
/** @description Per-service metrics */
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["ServiceMetricsResponse"];
};
};
/** @description Tenant membership not found */
404: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
getStaffMetrics: {
parameters: {
query?: {
+11 -3
View File
@@ -219,7 +219,15 @@
- intake surfaces: public catalog (`PublicService.intakeFields`), dashboard upcoming bookings (`UpcomingBooking.intake`), customer manage view (`CustomerBookingView.intake`)
- services page gains a compact intake editor (label + type + required per row, max 8, client-side slug key generation mirroring the backend); public form renders declared questions under contact details with required markers; dashboard booking modal and manage view list answers (yes/no localized, keys shown normalized — labels are not stored with answers by design)
- verified live + in-browser: catalog exposes fields, booking with unknown key stores only declared answers, missing required → 400, UI submit → stored answers visible in dashboard summary and manage view; focused `internal/shared` tests cover normalization edge cases
- remaining: live staging validation on Neon + pgx repository path; labels shown to staff are key-derived (service lookup for original labels is a possible refinement)
- remaining: live staging validation on Neon + pgx repository path; label join landed in M31
- `[done]` Milestone 31: Data surfacing — labels, service metrics, honest capacity
- booking views gain `intakeLabels` (`shared.IntakeLabels` maps declared keys → labels); dashboard modal and customer manage view now render real question labels with slug fallback, closing M30's remaining loop
- `GET /v1/metrics/services?days=` aggregates bookings/completed/cancelled/revenue per service plus a separate `classBookings` count; `WriteServiceReportCSV` now delegates to `bookings.ServiceMetrics` (single aggregation point, same as the staff report)
- services page gains a "Service performance" card mirroring the staff panel (per-service stat grid, CZK revenue per locale, class-bookings footer note); demo rows match the fabricated service list
- staff capacity utilization now subtracts blocked days — tenant-wide blocks and staff-scoped blocks each remove that day's rule minutes via the shared `blockedAt` overlap semantics
- `service-report.csv` gains a `completed` column
- verified live: `/v1/metrics/services` returns correct aggregates for seeded trailing-window bookings; `intakeLabels` present in dashboard summary; modal renders declared labels in CS; focused tests cover blocked-day capacity (tenant + staff scope) and service aggregation
- remaining: live staging validation on Neon + pgx repository path
## Overview
Bookra is a Czech-first booking SaaS for small local service businesses. It targets salons, massage therapists, small clinics, repair shops, and small studios/clubs that need a simple public booking flow, internal schedule management, reminders, and basic business reporting without becoming a full ERP.
@@ -471,10 +479,10 @@ Shortlist of worthwhile directions once v1 stabilizes — kept deliberately smal
- **Google Calendar sync**: M22 shipped read-only ICS feeds; two-way sync (push bookings into Google, pull busy blocks back as availability exceptions) needs OAuth and conflict rules — larger commitment, defer until a concrete request.
- **Series-aware session edits**: M29's rules generate sessions, but editing a rule means delete-and-recreate; an "apply to future sessions of this rule" update (time shift, capacity change) would remove the workaround.
- **Intake answer surfacing**: M30 stores answers keyed by slug, so staff see normalized keys rather than original labels; joining the service's declared labels into the booking view (and filtering/reporting on yes-no answers) would complete the loop without changing the schema.
- **Browser push notifications**: M27 persists read state and the feed covers deliveries; Web Push (service worker + VAPID) would notify owners about new bookings without keeping the dashboard open — defer until a concrete request, email already covers off-site reach.
- **Service performance panel**: M28's service-report aggregation could surface in the dashboard (revenue by service, top performers) once the metric set proves stable — the CSV is the probe.
- **Scheduled report delivery**: period-end exports emailed automatically (cron + existing mail transport) instead of manual downloads — pairs naturally with M28's report endpoints.
- **Intake reporting**: M31 shows labels, but answers aren't queryable — filtering or aggregating yes-no answers (e.g. "first visits this month") needs a stored projection, not JSONB scans; defer until a reporting request exists.
- **Waitlist ledger cleanup**: `waitlist_entries` is vestigial — every displayed position derives from booking `created_at`, so the table is written but never read; drop it or wire it as the source of truth, don't leave both half-alive.
## Product Principles
- calm, premium, structured UX