Merge pull request #9 from Dvorinka/feat/staff-metrics

feat(metrics): per-staff performance view
This commit is contained in:
Tomáš Dvořák authored and GitHub committed 2026-09-18 20:25:15 +02:00
commit 71b86d06de
11 files changed
+496 -3

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+14
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@@ -1296,6 +1296,20 @@ func NewServer(cfg config.Config, pools *db.Pools) (*Server, error) {
c.JSON(http.StatusOK, response)
})
protected.GET("/metrics/staff", func(c *gin.Context) {
days, _ := strconv.Atoi(c.DefaultQuery("days", "30"))
response, err := bookingService.StaffMetrics(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
+45
View File
@@ -672,6 +672,51 @@ func (s *Service) DashboardSummary(ctx context.Context, principal domain.Princip
}, nil
}
// StaffMetrics returns per-staff appointment workload over a trailing
// window — every active staff member appears, even with zero bookings.
func (s *Service) StaffMetrics(ctx context.Context, principal domain.Principal, days int) (domain.StaffMetricsResponse, error) {
membership, err := s.repo.GetTenantMembershipBySubject(ctx, principal.Subject)
if err != nil {
if errors.Is(err, pgx.ErrNoRows) {
return domain.StaffMetricsResponse{}, ErrTenantMembership
}
return domain.StaffMetricsResponse{}, err
}
if days <= 0 || days > 365 {
days = 30
}
to := time.Now().UTC()
from := to.AddDate(0, 0, -days)
records, err := s.repo.GetStaffMetrics(ctx, membership.Tenant.ID, from, to)
if err != nil {
return domain.StaffMetricsResponse{}, err
}
byStaff := make(map[string]db.StaffMetricsRecord, len(records))
for _, rec := range records {
byStaff[rec.StaffID] = rec
}
staff, err := s.repo.ListStaffByTenant(ctx, membership.Tenant.ID)
if err != nil {
return domain.StaffMetricsResponse{}, err
}
metrics := make([]domain.StaffMetric, 0, len(staff))
for _, member := range staff {
rec := byStaff[member.ID]
metrics = append(metrics, domain.StaffMetric{
StaffID: member.ID,
DisplayName: member.DisplayName,
Bookings: rec.BookingsCount,
Completed: rec.CompletedCount,
Cancelled: rec.CancellationsCount,
UtilizationPercent: rec.UtilizationPercent,
RevenueCents: rec.RevenueCents,
})
}
return domain.StaffMetricsResponse{From: from, To: to, Staff: metrics}, nil
}
// setupCompletion scores onboarding readiness across five equal-weight checks:
// brand profile, location, service catalog, staff roster, and schedule rules.
func setupCompletion(brandName string, locationCount, serviceCount, staffCount, scheduleCount int) int {
@@ -766,3 +766,77 @@ func TestWaitlistPositionReflectsQueueOrder(t *testing.T) {
t.Fatalf("expected promoted booking to report no position, got %d", got)
}
}
func TestStaffMetricsAggregatesPerStaff(t *testing.T) {
repo := db.NewMemoryRepository()
service := NewService(repo, nil, "http://localhost:3000")
ctx := context.Background()
tenantID := "5d6b3551-0a3e-4b86-bdf0-e9df20a47148"
staffID := "6936c444-c7d0-4a7d-b596-a9b72d2f4fc0" // Demo Stylist
serviceID := "d5d76a61-3d49-467c-8dd4-bf61ee754e39" // Signature treatment, 1200 Kč
now := time.Now().UTC()
seed := func(offsetDays int, status string, withService bool) {
t.Helper()
params := db.CreateBookingParams{
TenantID: tenantID,
StaffID: &staffID,
CustomerName: "Client",
CustomerEmail: "[email protected]",
StartsAt: now.AddDate(0, 0, offsetDays),
EndsAt: now.AddDate(0, 0, offsetDays).Add(time.Hour),
Status: status,
Reference: "BK-SM",
}
if withService {
params.ServiceID = &serviceID
}
if _, err := repo.CreateBooking(ctx, params); err != nil {
t.Fatalf("seed booking: %v", err)
}
}
seed(-5, "confirmed", true)
seed(-3, "confirmed", true) // already ended → completed too
seed(-2, "cancelled", false) // cancelled → no revenue
seed(-40, "confirmed", true) // outside the 30-day window
// Class booking (no staff) must not appear in per-staff metrics.
sessionID := "4bf74c12-44dd-45ca-86bb-b104f16f2435"
if _, err := repo.CreateBooking(ctx, db.CreateBookingParams{
TenantID: tenantID,
ClassSessionID: &sessionID,
CustomerName: "Class Client",
CustomerEmail: "[email protected]",
StartsAt: now.AddDate(0, 0, -1),
EndsAt: now.AddDate(0, 0, -1).Add(time.Hour),
Status: "confirmed",
Reference: "BK-SM-CLASS",
}); err != nil {
t.Fatalf("seed class booking: %v", err)
}
response, err := service.StaffMetrics(ctx, domain.Principal{Subject: "demo-owner", Role: "owner"}, 30)
if err != nil {
t.Fatalf("staff metrics: %v", err)
}
if len(response.Staff) != 1 {
t.Fatalf("expected 1 staff row, got %d", len(response.Staff))
}
row := response.Staff[0]
if row.StaffID != staffID || row.DisplayName != "Demo Stylist" {
t.Fatalf("unexpected staff row identity: %+v", row)
}
if row.Bookings != 3 {
t.Fatalf("expected 3 bookings in window, got %d", row.Bookings)
}
if row.Cancelled != 1 {
t.Fatalf("expected 1 cancellation, got %d", row.Cancelled)
}
if row.UtilizationPercent != 66 {
t.Fatalf("expected 66%% utilization, got %d", row.UtilizationPercent)
}
if row.RevenueCents != 240000 {
t.Fatalf("expected 240000 revenue cents (2×1200 Kč), got %d", row.RevenueCents)
}
}
+38
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@@ -251,6 +251,44 @@ func (r *PGRepository) GetDashboardMetrics(ctx context.Context, tenantID string,
return metrics, err
}
// GetStaffMetrics mirrors GetDashboardMetrics grouped by staff_id. Class
// bookings have no staff_id and fall out naturally; revenue sums the linked
// service price for non-cancelled bookings.
func (r *PGRepository) GetStaffMetrics(ctx context.Context, tenantID string, startsAt time.Time, endsAt time.Time) ([]StaffMetricsRecord, error) {
rows, err := r.pool.Query(ctx, `
SELECT
b.staff_id,
COUNT(*) AS bookings_count,
COUNT(*) FILTER (WHERE b.status = 'cancelled') AS cancellations_count,
COUNT(*) FILTER (WHERE b.status = 'confirmed' AND b.ends_at < now()) AS completed_count,
COALESCE(
ROUND(100.0 * COUNT(*) FILTER (WHERE b.status = 'confirmed') / NULLIF(COUNT(*), 0)),
0
)::integer AS utilization_percent,
COALESCE(SUM(s.price_cents) FILTER (WHERE b.status <> 'cancelled'), 0) AS revenue_cents
FROM bookings b
LEFT JOIN services s ON s.id = b.service_id
WHERE b.tenant_id = $1 AND b.staff_id IS NOT NULL AND b.starts_at >= $2 AND b.starts_at < $3
GROUP BY b.staff_id
ORDER BY bookings_count DESC
`, tenantID, startsAt, endsAt)
if err != nil {
return nil, err
}
defer rows.Close()
var records []StaffMetricsRecord
for rows.Next() {
var rec StaffMetricsRecord
if err := rows.Scan(&rec.StaffID, &rec.BookingsCount, &rec.CancellationsCount,
&rec.CompletedCount, &rec.UtilizationPercent, &rec.RevenueCents); err != nil {
return nil, err
}
records = append(records, rec)
}
return records, rows.Err()
}
func (r *PGRepository) GetWaitlistPosition(ctx context.Context, sessionID, bookingID string) (int, error) {
var position int
err := r.pool.QueryRow(ctx, `
+90 -1
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@@ -146,6 +146,9 @@ type Repository interface {
// Activity feed
AppendActivityEvent(ctx context.Context, params ActivityEventParams) error
ListActivityEvents(ctx context.Context, tenantID string, limit int) ([]ActivityEventRecord, error)
// Staff metrics
GetStaffMetrics(ctx context.Context, tenantID string, from time.Time, to time.Time) ([]StaffMetricsRecord, error)
}
type TenantRecord struct {
@@ -302,6 +305,17 @@ type StaffFeedTokenRecord struct {
FeedToken string
}
// StaffMetricsRecord is a per-staff aggregation of appointment bookings —
// class bookings carry no staff_id and are excluded by design.
type StaffMetricsRecord struct {
StaffID string
BookingsCount int
CancellationsCount int
CompletedCount int
UtilizationPercent int
RevenueCents int64
}
// ActivityEventRecord / ActivityEventParams back the per-tenant audit feed.
type ActivityEventRecord struct {
ID string
@@ -653,7 +667,9 @@ type PGRepository struct {
func NewRepository(pools *Pools, demoMode bool) Repository {
if demoMode {
return NewMemoryRepository()
repo := NewMemoryRepository()
repo.seedDemoBookings()
return repo
}
if pools != nil && pools.App != nil {
return &PGRepository{pool: pools.App}
@@ -1574,6 +1590,34 @@ func (r *MemoryRepository) CreateBooking(_ context.Context, params CreateBooking
return created, nil
}
func (r *MemoryRepository) seedDemoBookings() {
now := time.Now().UTC()
serviceID := r.services[0].ID
staffID := r.staff[0].ID
locationID := r.locations[0].ID
seed := func(name, email, status string, startsAt time.Time) {
r.bookings = append(r.bookings, BookingRecord{
ID: uuid.NewString(),
TenantID: r.tenant.ID,
ServiceID: &serviceID,
StaffID: &staffID,
LocationID: &locationID,
CustomerName: name,
CustomerEmail: email,
StartsAt: startsAt,
EndsAt: startsAt.Add(time.Hour),
Status: status,
Reference: "BK-DEMO-" + uuid.NewString()[:8],
ManageToken: uuid.NewString(),
CreatedAt: startsAt.Add(-48 * time.Hour),
})
}
seed("Alice Johnson", "[email protected]", "confirmed", now.Add(-4*time.Hour))
seed("Bob Smith", "[email protected]", "confirmed", now.Add(-26*time.Hour))
seed("Carol White", "[email protected]", "confirmed", now.Add(-50*time.Hour))
seed("Alice Johnson", "[email protected]", "cancelled", now.Add(-74*time.Hour))
}
func (r *MemoryRepository) AppendWaitlistEntry(_ context.Context, _ WaitlistEntryParams) error {
r.waitlistSize++
return nil
@@ -1721,6 +1765,51 @@ func (r *MemoryRepository) GetDashboardMetrics(_ context.Context, tenantID strin
return metrics, nil
}
func (r *MemoryRepository) GetStaffMetrics(_ context.Context, tenantID string, startsAt time.Time, endsAt time.Time) ([]StaffMetricsRecord, error) {
servicePrices := make(map[string]int, len(r.services))
for _, service := range r.services {
servicePrices[service.ID] = service.PriceCents
}
byStaff := map[string]*StaffMetricsRecord{}
for _, booking := range r.bookings {
if booking.TenantID != tenantID || booking.StaffID == nil {
continue
}
if booking.StartsAt.Before(startsAt) || !booking.StartsAt.Before(endsAt) {
continue
}
rec := byStaff[*booking.StaffID]
if rec == nil {
rec = &StaffMetricsRecord{StaffID: *booking.StaffID}
byStaff[*booking.StaffID] = rec
}
rec.BookingsCount++
switch {
case booking.Status == "cancelled":
rec.CancellationsCount++
case booking.Status == "confirmed":
rec.UtilizationPercent++
if booking.EndsAt.Before(time.Now().UTC()) {
rec.CompletedCount++
}
}
if booking.Status != "cancelled" && booking.ServiceID != nil {
rec.RevenueCents += int64(servicePrices[*booking.ServiceID])
}
}
records := make([]StaffMetricsRecord, 0, len(byStaff))
for _, rec := range byStaff {
if rec.BookingsCount == 0 {
rec.UtilizationPercent = 0
} else {
rec.UtilizationPercent = int(float64(rec.UtilizationPercent) / float64(rec.BookingsCount) * 100)
}
records = append(records, *rec)
}
sort.SliceStable(records, func(i, j int) bool { return records[i].BookingsCount > records[j].BookingsCount })
return records, nil
}
func (r *MemoryRepository) GetSubscriptionSnapshot(_ context.Context, tenantID string) (BillingSnapshotRecord, error) {
if tenantID != r.tenant.ID {
return BillingSnapshotRecord{}, pgx.ErrNoRows
+18
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@@ -556,6 +556,24 @@ type ActivityFeedResponse struct {
Events []ActivityEvent `json:"events"`
}
// StaffMetric aggregates appointment workload for one staff member over a
// trailing window. Class bookings carry no staff assignment and are excluded.
type StaffMetric struct {
StaffID string `json:"staffId"`
DisplayName string `json:"displayName"`
Bookings int `json:"bookings"`
Completed int `json:"completed"`
Cancelled int `json:"cancelled"`
UtilizationPercent int `json:"utilizationPercent"`
RevenueCents int64 `json:"revenueCents"`
}
type StaffMetricsResponse struct {
From time.Time `json:"from"`
To time.Time `json:"to"`
Staff []StaffMetric `json:"staff"`
}
// ============================================
// ADMIN MODELS
// ============================================
+64
View File
@@ -1431,6 +1431,34 @@ paths:
$ref: "#/components/schemas/ActivityFeedResponse"
"404":
description: Tenant membership not found
/v1/metrics/staff:
get:
tags: [Metrics]
operationId: getStaffMetrics
security:
- bearerAuth: []
summary: Per-staff appointment metrics over a trailing window
description: >-
Bookings, completions, cancellations, utilization, and revenue per
staff member. Only appointment bookings carry a staff assignment —
class attendance is excluded by design. Every active staff member
appears, including zero rows.
parameters:
- name: days
in: query
schema:
type: integer
default: 30
maximum: 365
responses:
"200":
description: Per-staff metrics
content:
application/json:
schema:
$ref: "#/components/schemas/StaffMetricsResponse"
"404":
description: Tenant membership not found
/v1/export/bookings.csv:
get:
tags: [Export]
@@ -2158,6 +2186,42 @@ components:
type: array
items:
$ref: "#/components/schemas/ActivityEvent"
StaffMetric:
type: object
required: [staffId, displayName, bookings, completed, cancelled, utilizationPercent, revenueCents]
properties:
staffId:
type: string
format: uuid
displayName:
type: string
bookings:
type: integer
completed:
type: integer
cancelled:
type: integer
utilizationPercent:
type: integer
description: Share of bookings that stayed confirmed, 0-100
revenueCents:
type: integer
format: int64
description: Sum of linked service prices for non-cancelled bookings
StaffMetricsResponse:
type: object
required: [from, to, staff]
properties:
from:
type: string
format: date-time
to:
type: string
format: date-time
staff:
type: array
items:
$ref: "#/components/schemas/StaffMetric"
DashboardBookingRequest:
type: object
required: [customerName, customerEmail, startsAt]
@@ -475,6 +475,9 @@ const dictionaries = {
"dashboard.staff.inactive": "Neaktivní",
"dashboard.staff.noStaff": "Zatím žádní zaměstnanci.",
"dashboard.staff.noStaffDesc": "Přidejte členy týmu, kteří poskytují služby.",
"dashboard.staff.performance": "Výkonnost",
"dashboard.staff.performanceWindow": "posledních 30 dní",
"dashboard.staff.revenue": "Obrat",
"dashboard.staff.limitReached": "Dosažen limit zaměstnanců",
"dashboard.staff.limitDesc": "Váš plán omezuje počet zaměstnanců. Pro více míst upgradujte.",
"dashboard.staff.saveFailed": "Uložení zaměstnance selhalo.",
@@ -1076,6 +1079,9 @@ const dictionaries = {
"dashboard.staff.inactive": "Inactive",
"dashboard.staff.noStaff": "No staff yet.",
"dashboard.staff.noStaffDesc": "Add team members who provide services.",
"dashboard.staff.performance": "Performance",
"dashboard.staff.performanceWindow": "last 30 days",
"dashboard.staff.revenue": "Revenue",
"dashboard.staff.limitReached": "Staff limit reached",
"dashboard.staff.limitDesc": "Your plan limits the number of staff. Upgrade for more seats.",
"dashboard.staff.saveFailed": "Failed to save staff member.",
@@ -55,6 +55,31 @@ function StaffPage() {
},
);
const [metrics] = createResource(
() => data.token(),
async (bearer) => {
if (!bearer) return null;
if (bearer.startsWith("demo.")) {
return {
staff: [
{ staffId: "st1", displayName: "Petra M.", bookings: 12, completed: 9, cancelled: 1, utilizationPercent: 92, revenueCents: 1440000 },
{ staffId: "st2", displayName: "Lucie K.", bookings: 8, completed: 5, cancelled: 2, utilizationPercent: 63, revenueCents: 960000 },
{ staffId: "st3", displayName: cs() ? "Martin Hájek" : "Martin Hajek", bookings: 0, completed: 0, cancelled: 0, utilizationPercent: 0, revenueCents: 0 },
],
};
}
const response = await apiClient.GET("/v1/metrics/staff", authHeaders());
return response.data ?? null;
},
);
const formatRevenue = (cents: number) =>
new Intl.NumberFormat(cs() ? "cs-CZ" : "en-US", {
style: "currency",
currency: "CZK",
maximumFractionDigits: 0,
}).format(cents / 100);
const resolvedStaff = () => staff() ?? [];
const resolvedLocations = () => locations() ?? [];
const staffLimit = () => data.resolvedBilling()?.entitlements?.maxStaff ?? -1;
@@ -163,6 +188,46 @@ function StaffPage() {
</Show>
</div>
<Show when={(metrics()?.staff?.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.staff.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={metrics()!.staff}>
{(m: any) => (
<div class="py-4 first:pt-0 last:pb-0">
<p class="font-medium text-ink mb-3">{m.displayName}</p>
<div class="grid grid-cols-2 sm:grid-cols-5 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.kpi.utilization")}</p>
<p class="text-lg font-semibold text-accent tabular-nums">{m.utilizationPercent}%</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>
</div>
</Show>
<div class="surface-card overflow-hidden">
<Show when={showForm()}>
<div class="p-6 border-b border-border bg-canvas-subtle/50">
@@ -752,6 +752,26 @@ export interface paths {
patch?: never;
trace?: never;
};
"/v1/metrics/staff": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/**
* Per-staff appointment metrics over a trailing window
* @description Bookings, completions, cancellations, utilization, and revenue per staff member. Only appointment bookings carry a staff assignment — class attendance is excluded by design. Every active staff member appears, including zero rows.
*/
get: operations["getStaffMetrics"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
"/v1/public/bookings": {
parameters: {
query?: never;
@@ -1555,6 +1575,28 @@ export interface components {
/** Format: uuid */
tenantId: string;
};
StaffMetric: {
bookings: number;
cancelled: number;
completed: number;
displayName: string;
/**
* Format: int64
* @description Sum of linked service prices for non-cancelled bookings
*/
revenueCents: number;
/** Format: uuid */
staffId: string;
/** @description Share of bookings that stayed confirmed, 0-100 */
utilizationPercent: number;
};
StaffMetricsResponse: {
/** Format: date-time */
from: string;
staff: components["schemas"]["StaffMetric"][];
/** Format: date-time */
to: string;
};
SubscriptionSnapshot: {
cancelAtPeriodEnd: boolean;
checkoutUrlAvailable: boolean;
@@ -3532,6 +3574,35 @@ export interface operations {
};
};
};
getStaffMetrics: {
parameters: {
query?: {
days?: number;
};
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
/** @description Per-staff metrics */
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["StaffMetricsResponse"];
};
};
/** @description Tenant membership not found */
404: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
createBooking: {
parameters: {
query?: never;
+11 -2
View File
@@ -179,6 +179,15 @@
- shared `ExportCsvButton` (fetch + blob + object-URL download; the generated client is JSON-typed so it can't carry file responses) on the bookings and customers page headers, CS/EN label
- verified live: real booking row with comma-in-name and quotes-in-notes escaped correctly, diacritics preserved, range bounds honored (inclusive `to`), three seeded customers exported; browser download produced the real file on the bookings page, customers button present, console clean
- remaining: live staging validation on Neon + pgx repository path
- `[done/partial]` Milestone 26: Staff performance view
- `GET /v1/metrics/staff?days=` — authed, tenant-scoped; trailing window defaults to 30 days, invalid/out-of-range values normalize to 30, max 365
- appointment bookings only — class sessions carry no `staff_id`, so class attendance is honestly excluded rather than silently misattributed; noted in the OpenAPI description
- per-staff metrics: bookings, completed (confirmed with `ends_at < now`), cancelled, utilization percent (confirmed share of the window), revenue cents from linked service prices over non-cancelled bookings
- every active staff member appears in the response including zero-booking rows — the service merges repository aggregates with the full staff list
- dashboard staff page gains a Performance panel above the member list: per-staff stat grid (bookings/completed/cancelled/utilization/revenue), CZK revenue formatting via `Intl.NumberFormat` per locale, CS/EN labels, responsive 2→5 column grid; demo mode fabricates rows matching the fabricated staff list for page coherence
- demo repository seeds four trailing-window bookings (3 confirmed + 1 cancelled) via `NewRepository`'s demo branch only — unit tests constructing `NewMemoryRepository` directly are unaffected
- verified live: endpoint returns 4/3/1, 75% utilization, 3 600 Kč; `days=7` and `days=999` normalize correctly; browser-checked both locales and mobile wrap, console clean; focused aggregation test passes
- 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.
@@ -432,8 +441,8 @@ Shortlist of worthwhile directions once v1 stabilizes — kept deliberately smal
- **Recurring class schedules**: templates currently schedule sessions one at a time; a weekly recurrence rule with per-session overrides would cut setup time for studios.
- **Booking notes intake**: structured intake fields per service (e.g. "first visit?", "injuries?") instead of the single free-text notes field — still schema-light.
- **Persistent notification center**: M24 put real activity events in the dropdown, but read state is still in-memory and there's no delivery history; a `notifications` table (or read-cursor on `activity_events`) would persist both.
- **Staff performance view**: bookings/completion/utilization per staff member — the metrics primitives already exist; this is a filtered presentation layer.
- **CSV export**: bookings and customers export for accounting/backup — landed in M25; a report-style export (per-staff utilization, revenue summaries) can follow once metrics stabilize.
- **Capacity-based utilization**: M26 measures utilization as the confirmed share of bookings; a truer measure compares booked minutes against each member's working-hours rules — needs availability-rule integration in the metrics query.
- **Report-style exports**: M25 shipped raw row exports; a summarized report (per-staff metrics, revenue by service, period comparisons) can reuse `GetStaffMetrics`-style aggregation once the metric set stabilizes.
## Product Principles
- calm, premium, structured UX