feat(metrics): per-staff performance view in dashboard

GET /v1/metrics/staff returns bookings, completed, cancelled,
utilization, and revenue per staff member over a trailing window
(default 30d, max 365d). Appointment bookings only — class sessions
have no staff assignment. All active staff appear, including
zero-booking rows.

Staff page gains a localized Performance panel; demo mode seeds
trailing-window bookings and matching metric rows.

Generated with [Devin](https://devin.ai)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
This commit is contained in:
Tomas DvorakandDevin committed 2026-09-18 16:34:45 +02:00
1 parent 4674203502
commit 76e45d4178
11 files changed
+496 -3

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@@ -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)
}
}