customer report

public/js/utils/api.js

@@ -156,6 +156,12 @@ const API = {
             method: 'POST'
         }).then(r => r.json()),
 
+        // Customer Revenue Report
+        getCustomerRevenue: (startDate, endDate) => {
+            const params = new URLSearchParams({ startDate, endDate });
+            return fetch('/api/accounting/reports/customer-revenue?' + params.toString()).then(r => r.json());
+        },
+
         // Phase 2 Lieferung 1 — Sync + Cache-Reads
         syncAccounts: () => fetch('/api/accounting/sync-accounts', { method: 'POST' }).then(r => r.json()),
         syncVendors:  () => fetch('/api/accounting/sync-vendors',  { method: 'POST' }).then(r => r.json()),

public/js/views/accounting-view.js

@@ -30,6 +30,9 @@ let bsAccountingMethod = 'Accrual';
 let tsMonth = null; // 'YYYY-MM' — selected month for tax summary
 let tsAccountingMethod = 'Accrual';
 
+let crStartDate = null;
+let crEndDate = null;
+
 let stPeriods = [];
 let stEditingPeriodId = null;  // current period in detail dialog, null = new
 let stAccounts = [];           // cached account list for pickers
@@ -434,6 +437,8 @@ export function injectReportsControls() {
     if (!plEndDate)   plEndDate   = todayISO();
     if (!bsAsOfDate)  bsAsOfDate  = todayISO();
     if (!tsMonth)     tsMonth     = prevMonthISO();
+    if (!crStartDate) crStartDate = firstOfYearISO();
+    if (!crEndDate)   crEndDate   = todayISO();
 
     c.innerHTML = `
         ${makeCollapsible('Reports', 'reports-section-body')}
@@ -489,6 +494,20 @@ export function injectReportsControls() {
                         <div id="ts-result"></div>
                     </div>
                 </div>
+                <div class="bg-white rounded-lg shadow-sm border border-gray-200">
+                    <div class="px-4 py-3 border-b bg-gray-50"><h3 class="font-semibold text-gray-800">Customer Revenue</h3></div>
+                    <div class="p-4">
+                        <div class="flex flex-wrap items-end gap-3 mb-3">
+                            <div><label class="block text-xs font-medium text-gray-700 mb-1">Start</label>
+                                <input type="date" id="cr-start" value="${crStartDate}" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm"></div>
+                            <div><label class="block text-xs font-medium text-gray-700 mb-1">End</label>
+                                <input type="date" id="cr-end" value="${crEndDate}" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm"></div>
+                            <button onclick="window.accountingView.loadCustomerRevenue()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
+                            <button onclick="window.accountingView.exportCustomerRevenuePdf()" class="px-3 py-1.5 bg-gray-100 hover:bg-gray-200 text-gray-700 rounded-md text-sm font-medium border border-gray-300">📄 Export PDF</button>
+                        </div>
+                        <div id="cr-result"></div>
+                    </div>
+                </div>
             </div>
         </div>`;
 }
@@ -531,6 +550,65 @@ export async function loadTaxSummary() {
     } catch (err) { showError('ts-result', err.message || 'Failed to load Tax Summary'); }
 }
 
+export async function loadCustomerRevenue() {
+    crStartDate = document.getElementById('cr-start').value;
+    crEndDate   = document.getElementById('cr-end').value;
+    if (!crStartDate || !crEndDate) return showError('cr-result', 'Please select both start and end dates.');
+    showLoading('cr-result', 'Loading customer revenue...');
+    try {
+        const data = await window.API.accounting.getCustomerRevenue(crStartDate, crEndDate);
+        if (data.error) return showError('cr-result', data.error);
+        if (!data.length) {
+            document.getElementById('cr-result').innerHTML = '<p class="text-sm text-gray-500">No invoices found in this period.</p>';
+            return;
+        }
+        const grandTotal = parseFloat(data[0].grand_total) || 0;
+        const totalInvoices = data.reduce((s, r) => s + parseInt(r.invoice_count), 0);
+        let rowsHtml = '';
+        let rank = 0;
+        for (const r of data) {
+            rank++;
+            const rev = parseFloat(r.total_revenue) || 0;
+            const pct = grandTotal > 0 ? ((rev / grandTotal) * 100).toFixed(1) : '0.0';
+            rowsHtml += `<tr class="border-t hover:bg-gray-50">
+                <td class="px-3 py-2 text-sm font-medium">${rank}. ${escapeHtml(r.customer_name)}</td>
+                <td class="px-3 py-2 text-sm text-center">${r.invoice_count}</td>
+                <td class="px-3 py-2 text-sm text-right">${fmtMoney(rev)}</td>
+                <td class="px-3 py-2 text-sm text-right text-gray-500">${pct}%</td>
+            </tr>`;
+        }
+        rowsHtml += `<tr class="border-t bg-gray-50 font-semibold">
+            <td class="px-3 py-2 text-sm">TOTAL (${data.length} customers)</td>
+            <td class="px-3 py-2 text-sm text-center">${totalInvoices}</td>
+            <td class="px-3 py-2 text-sm text-right">${fmtMoney(grandTotal)}</td>
+            <td class="px-3 py-2 text-sm text-right">100.0%</td>
+        </tr>`;
+
+        document.getElementById('cr-result').innerHTML = `
+            <div class="overflow-x-auto border border-gray-200 rounded">
+                <table class="min-w-full text-sm">
+                    <thead class="bg-gray-50">
+                        <tr>
+                            <th class="px-3 py-2 text-left font-medium text-gray-700">Customer</th>
+                            <th class="px-3 py-2 text-center font-medium text-gray-700">Invoices</th>
+                            <th class="px-3 py-2 text-right font-medium text-gray-700">Revenue (net)</th>
+                            <th class="px-3 py-2 text-right font-medium text-gray-700">% of Total</th>
+                        </tr>
+                    </thead>
+                    <tbody>${rowsHtml}</tbody>
+                </table>
+            </div>`;
+    } catch (err) { showError('cr-result', err.message || 'Failed to load revenue report'); }
+}
+
+export function exportCustomerRevenuePdf() {
+    const startEl = document.getElementById('cr-start');
+    const endEl   = document.getElementById('cr-end');
+    if (!startEl?.value || !endEl?.value) return alert('Please select start and end dates first.');
+    const url = `/api/accounting/reports/customer-revenue/pdf?startDate=${startEl.value}&endDate=${endEl.value}`;
+    window.open(url, '_blank');
+}
+
 function renderQboReport(report) {
     if (!report || !report.Header) return `<p class="text-sm text-gray-500">No report data.</p>`;
     const cols = (report.Columns && report.Columns.Column) || [];
@@ -1300,5 +1378,7 @@ window.accountingView = {
     updateTaxPreview,
     saveTaxPeriodDraft,
     recordTaxPayment,
-    markTaxPaidExternal
+    markTaxPaidExternal,
+    loadCustomerRevenue,
+    exportCustomerRevenuePdf
 };

src/routes/accounting.js

@@ -5,7 +5,12 @@
  */
 const express = require('express');
 const router = express.Router();
+const path = require('path');
+const fs = require('fs').promises;
 const accountingService = require('../services/accounting-service');
+const { pool } = require('../config/database');
+const { generatePdfFromHtml, getLogoHtml } = require('../services/pdf-service');
+const { formatDate, formatMoney } = require('../utils/helpers');
 const multer = require('multer');
 
 // Limit aus ENV, default 5 MB. Akzeptierte Werte z.B. "5", "10", "20"
@@ -124,6 +129,113 @@ router.post('/sales-tax/periods/:id/mark-external', async (req, res) => {
     } catch (err) { handleQboError(err, res, 'sales-tax-mark-external'); }
 });
 
+// ─── Customer Revenue Report ──────────────────────────────────────
+
+router.get('/reports/customer-revenue', async (req, res) => {
+    try {
+        const { startDate, endDate } = req.query;
+        if (!startDate || !endDate) {
+            return res.status(400).json({ error: 'startDate and endDate are required' });
+        }
+        const result = await pool.query(
+            `SELECT
+                c.id,
+                c.name AS customer_name,
+                COUNT(i.id)::integer AS invoice_count,
+                COALESCE(SUM(i.subtotal), 0)::numeric(10,2) AS total_revenue,
+                (SELECT COALESCE(SUM(i2.subtotal), 0)::numeric(10,2)
+                 FROM invoices i2
+                 WHERE i2.invoice_date >= $1 AND i2.invoice_date <= $2
+                ) AS grand_total
+             FROM customers c
+             JOIN invoices i ON i.customer_id = c.id
+             WHERE i.invoice_date >= $1 AND i.invoice_date <= $2
+             GROUP BY c.id, c.name
+             HAVING COUNT(i.id) > 0
+             ORDER BY total_revenue DESC`,
+            [startDate, endDate]
+        );
+        res.json(result.rows);
+    } catch (err) {
+        console.error('customer-revenue error:', err.message);
+        res.status(500).json({ error: err.message });
+    }
+});
+
+router.get('/reports/customer-revenue/pdf', async (req, res) => {
+    try {
+        const { startDate, endDate } = req.query;
+        if (!startDate || !endDate) {
+            return res.status(400).json({ error: 'startDate and endDate are required' });
+        }
+        const result = await pool.query(
+            `SELECT
+                c.name AS customer_name,
+                COUNT(i.id)::integer AS invoice_count,
+                COALESCE(SUM(i.subtotal), 0)::numeric(10,2) AS total_revenue,
+                (SELECT COALESCE(SUM(i2.subtotal), 0)::numeric(10,2)
+                 FROM invoices i2
+                 WHERE i2.invoice_date >= $1 AND i2.invoice_date <= $2
+                ) AS grand_total
+             FROM customers c
+             JOIN invoices i ON i.customer_id = c.id
+             WHERE i.invoice_date >= $1 AND i.invoice_date <= $2
+             GROUP BY c.id, c.name
+             HAVING COUNT(i.id) > 0
+             ORDER BY total_revenue DESC`,
+            [startDate, endDate]
+        );
+
+        const rows = result.rows;
+        const grandTotal = rows.length > 0 ? parseFloat(rows[0].grand_total) || 0 : 0;
+        const totalInvoices = rows.reduce((s, r) => s + parseInt(r.invoice_count), 0);
+
+        let rowsHtml = '';
+        let rank = 0;
+        for (const r of rows) {
+            rank++;
+            const rev = parseFloat(r.total_revenue) || 0;
+            const pct = grandTotal > 0 ? ((rev / grandTotal) * 100).toFixed(1) : '0.0';
+            rowsHtml += `<tr>
+                <td class="name">${rank}. ${r.customer_name}</td>
+                <td class="number">${r.invoice_count}</td>
+                <td class="number">$${formatMoney(rev)}</td>
+                <td class="number">${pct}%</td>
+            </tr>`;
+        }
+        rowsHtml += `<tr class="footer-row">
+            <td class="total-label">TOTAL (${rows.length} customers)</td>
+            <td class="total-amount">${totalInvoices}</td>
+            <td class="total-amount">$${formatMoney(grandTotal)}</td>
+            <td class="total-amount">100.0%</td>
+        </tr>`;
+
+        const templatePath = path.join(__dirname, '..', '..', 'templates', 'customer-revenue-template.html');
+        let html = await fs.readFile(templatePath, 'utf-8');
+        const logoHTML = await getLogoHtml();
+        const dateRange = `${startDate} to ${endDate}`;
+        const generated = new Date().toISOString().split('T')[0];
+
+        html = html
+            .replace('{{LOGO_HTML}}', logoHTML)
+            .replace('{{DATE_RANGE}}', dateRange)
+            .replace('{{GENERATED_DATE}}', generated)
+            .replace('{{ROWS}}', rowsHtml);
+
+        const pdf = await generatePdfFromHtml(html);
+
+        res.set({
+            'Content-Type': 'application/pdf',
+            'Content-Length': pdf.length,
+            'Content-Disposition': `attachment; filename="Customer-Revenue-${startDate}-to-${endDate}.pdf"`
+        });
+        res.end(pdf, 'binary');
+    } catch (err) {
+        console.error('customer-revenue pdf error:', err.message);
+        res.status(500).json({ error: err.message });
+    }
+});
+
 // ════════════════════════════════════════════════════════════════════
 // Phase 2 Lieferung 1 — Sync + Cache-Reads
 // ════════════════════════════════════════════════════════════════════

templates/customer-revenue-template.html

@@ -0,0 +1,65 @@
+<!DOCTYPE html>
+<html>
+<head>
+    <meta charset="UTF-8">
+    <style>
+        * { margin: 0; padding: 0; box-sizing: border-box; }
+        body { font-family: Arial, sans-serif; font-size: 14px; line-height: 1.6; color: #333; }
+        .container { max-width: 8.5in; margin: 0 auto; padding: 20px; }
+        .header { display: flex; justify-content: space-between; align-items: flex-start; margin-bottom: 20px; padding-bottom: 20px; border-bottom: 2px solid #333; }
+        .company-info { display: flex; align-items: flex-start; gap: 15px; }
+        .logo { width: 50px; height: 50px; }
+        .company-details h1 { font-size: 16px; font-weight: normal; margin-bottom: 2px; }
+        .company-details p { font-size: 14px; line-height: 1.4; }
+        .tagline { text-align: right; font-style: italic; font-size: 14px; margin-bottom: 20px; }
+        .report-info { margin-bottom: 20px; }
+        .report-info h2 { font-size: 18px; margin-bottom: 4px; }
+        .report-info p { font-size: 13px; color: #555; }
+        .items-table { width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 12px; }
+        .items-table th { background-color: #f5f5f5; border: 1px solid #000; padding: 8px; font-weight: bold; text-align: center; }
+        .items-table td { border: 1px solid #000; padding: 8px; }
+        .items-table td.name { text-align: left; }
+        .items-table td.number { text-align: right; }
+        .items-table tr.footer-row td { background-color: #f5f5f5; font-weight: bold; border-top: 2px solid #000; }
+        .items-table tr.footer-row td.total-label { text-align: right; }
+        .items-table tr.footer-row td.total-amount { text-align: right; }
+    </style>
+</head>
+<body>
+    <div class="container">
+        <div class="header">
+            <div class="company-info">
+                {{LOGO_HTML}}
+                <div class="company-details">
+                    <h1>Thumann IT LLC</h1>
+                    <p>4639 Corona Dr, Ste 39<br>Corpus Christi, TX 78411</p>
+                </div>
+            </div>
+        </div>
+        <div class="tagline">IT Services &amp; Consulting</div>
+
+        <div class="report-info">
+            <h2>Customer Revenue Report</h2>
+            <p>Period: {{DATE_RANGE}} &middot; Generated: {{GENERATED_DATE}}</p>
+        </div>
+
+        <table class="items-table">
+            <thead>
+                <tr>
+                    <th>Customer</th>
+                    <th>Invoices</th>
+                    <th>Revenue (net)</th>
+                    <th>% of Total</th>
+                </tr>
+            </thead>
+            <tbody>
+                {{ROWS}}
+            </tbody>
+        </table>
+
+        <p style="text-align:right; font-size:11px; color:#888; margin-top:10px;">
+            Revenue = sum of invoice subtotals (excludes sales tax). Voided invoices are excluded.
+        </p>
+    </div>
+</body>
+</html>