Add a shop sales dashboard with 30-day charts.

Portal Retail gets a Sales page for paid/fulfilled volume, daily bars, and top products so FEATURE_SHOP sites can see store performance without a third-party analytics tool.

Closes #7

site/client_site/static/css/portal.css

@@ -264,6 +264,63 @@ body.portal {
   line-height: 1.2;
   white-space: nowrap;
 }
+.chart-placeholder.chart-daily {
+  gap: 3px;
+  padding: 16px 10px 8px;
+  overflow-x: auto;
+}
+.chart-placeholder.chart-daily .chart-bar-col {
+  flex: 1 0 8px;
+  min-width: 6px;
+}
+.chart-placeholder.chart-daily .chart-bar-col .bar {
+  min-height: 0;
+}
+.chart-placeholder.chart-daily .chart-bar-col .bar.is-zero {
+  height: 0 !important;
+  min-height: 0;
+  opacity: 0.2;
+}
+.chart-placeholder.chart-daily .chart-bar-label {
+  font-size: 10px;
+}
+.chart-placeholder.chart-revenue .chart-bar-col .bar {
+  background: var(--monica-primary-light);
+}
+.hbar-chart {
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+}
+.hbar-row {
+  display: grid;
+  grid-template-columns: minmax(72px, 160px) 1fr auto;
+  gap: 12px;
+  align-items: center;
+}
+.hbar-label {
+  font-size: 13px;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+.hbar-track {
+  height: 16px;
+  background: #e8f4f5;
+  overflow: hidden;
+}
+.hbar-fill {
+  height: 100%;
+  background: var(--monica-primary);
+  opacity: 0.8;
+  min-width: 0;
+}
+.hbar-value {
+  font-size: 13px;
+  font-weight: 600;
+  min-width: 2.5ch;
+  text-align: right;
+}
 
 .consent-pills { display: flex; gap: 6px; flex-wrap: wrap; }
 .preview-pane {

site/core/tests_features.py

@@ -123,6 +123,7 @@ class InstalledOptionalAppsTests(TestCase):
         self.assertTrue(reverse("social_ai:generate").startswith("/portal/social/api/generate/"))
         self.assertTrue(reverse("shop:list").startswith("/shop/"))
         self.assertTrue(reverse("shop_portal:product_list").startswith("/portal/shop/"))
+        self.assertTrue(reverse("shop_portal:sales").startswith("/portal/shop/sales/"))
         self.assertTrue(reverse("pos_sync:event_list").startswith("/portal/pos/"))
         self.assertTrue(reverse("events:list").startswith("/events/"))
         self.assertTrue(reverse("events_portal:event_list").startswith("/portal/events/"))

site/dashboard/templates/dashboard/home.html

@@ -32,6 +32,14 @@
     <div class="label">Open shop orders</div>
     <div class="value">{{ open_shop_orders|default:0 }}</div>
   </div>
+  <div class="stat-card">
+    <div class="label">Sales (30 days)</div>
+    <div class="value">{{ shop_sales_30d|default:0 }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">Shop revenue (30 days)</div>
+    <div class="value" style="font-size:22px">{{ shop_revenue_30d|default:0 }}</div>
+  </div>
   <div class="stat-card">
     <div class="label">Low stock</div>
     <div class="value">{{ low_stock_products|default:0 }}</div>

site/public/context_processors.py

@@ -63,6 +63,15 @@ def tianji_tracking(request):
         nav_section = "social_accounts"
     elif namespace == "social":
         nav_section = "social"
+    elif namespace == "shop_portal":
+        if url_name.startswith("product"):
+            nav_section = "shop_products"
+        elif url_name.startswith("order"):
+            nav_section = "shop_orders"
+        elif url_name == "sales":
+            nav_section = "shop_sales"
+    elif namespace == "shop":
+        nav_section = "shop"
 
     return {
         "tianji_enabled": getattr(settings, "TIANJI_ENABLED", False)

site/shop/hooks.py

@@ -9,6 +9,13 @@ from core.registry import (
 def register() -> None:
     register_feature("shop")
     register_public_nav(section="shop", label="Shop", url_name="shop:list", order=30)
+    register_portal_nav(
+        section="shop_sales",
+        label="Sales",
+        url_name="shop_portal:sales",
+        group="Retail",
+        order=5,
+    )
     register_portal_nav(
         section="shop_products",
         label="Products",
@@ -28,7 +35,9 @@ def register() -> None:
 
 def _dashboard(request) -> dict:
     from shop.models import Order, Product
+    from shop.stats import sales_summary
 
+    sales = sales_summary()
     return {
         "open_shop_orders": Order.objects.filter(
             status__in=[Order.Status.OPEN, Order.Status.PAID]
@@ -39,4 +48,6 @@ def _dashboard(request) -> dict:
             fulfillment=Product.Fulfillment.STOCKED,
             stock_qty__lte=3,
         ).count(),
+        "shop_sales_30d": sales["order_count"],
+        "shop_revenue_30d": sales["revenue"],
     }

site/shop/portal_urls.py

@@ -5,6 +5,7 @@ from shop import views
 app_name = "shop_portal"
 
 urlpatterns = [
+    path("sales/", views.portal_sales, name="sales"),
     path("products/", views.portal_product_list, name="product_list"),
     path("products/new/", views.portal_product_edit, name="product_new"),
     path("products/<uuid:pk>/", views.portal_product_edit, name="product_edit"),

site/shop/stats.py

@@ -0,0 +1,166 @@
+"""Sales dashboard aggregates for FEATURE_SHOP."""
+
+from __future__ import annotations
+
+from datetime import date, datetime, time, timedelta
+from decimal import Decimal
+
+from django.conf import settings
+from django.db.models import Count, F, Max, Q, Sum
+from django.utils import timezone
+
+from shop.models import Order, OrderItem
+
+SOLD_STATUSES = (Order.Status.PAID, Order.Status.FULFILLED)
+SALES_WINDOW_DAYS = 30
+
+
+def _money(value) -> Decimal:
+    return (value or Decimal("0")).quantize(Decimal("0.01"))
+
+
+def _window_start(days: int):
+    today = timezone.localdate()
+    start_date = today - timedelta(days=days - 1)
+    start_dt = timezone.make_aware(
+        datetime.combine(start_date, time.min),
+        timezone.get_current_timezone(),
+    )
+    return today, start_date, start_dt
+
+
+def _sold_orders(start_dt=None):
+    qs = Order.objects.filter(status__in=SOLD_STATUSES)
+    if start_dt is None:
+        return qs
+    return qs.filter(
+        Q(paid_at__gte=start_dt) | Q(paid_at__isnull=True, created_at__gte=start_dt)
+    )
+
+
+def _sale_date(order) -> date:
+    when = order.paid_at or order.created_at
+    return timezone.localtime(when).date()
+
+
+def _bar_pct(value: Decimal | int | float, peak: Decimal | int | float) -> int:
+    if not peak:
+        return 0
+    if not value:
+        return 0
+    return max(8, int(round((float(value) / float(peak)) * 100)))
+
+
+def sales_summary(*, days: int = SALES_WINDOW_DAYS) -> dict:
+    """Order count and revenue for the rolling sales window."""
+    _, _, start_dt = _window_start(days)
+    totals = _sold_orders(start_dt).aggregate(
+        order_count=Count("id"), revenue=Sum("amount")
+    )
+    return {
+        "order_count": int(totals["order_count"] or 0),
+        "revenue": _money(totals["revenue"]),
+    }
+
+
+def sales_dashboard(*, days: int = SALES_WINDOW_DAYS) -> dict:
+    """Paid/fulfilled order stats, daily series, and top products."""
+    _, start_date, start_dt = _window_start(days)
+    sold = _sold_orders(start_dt)
+    totals = sold.aggregate(order_count=Count("id"), revenue=Sum("amount"))
+    order_count = int(totals["order_count"] or 0)
+    revenue = _money(totals["revenue"])
+    units = int(
+        OrderItem.objects.filter(order__in=sold).aggregate(total=Sum("quantity"))[
+            "total"
+        ]
+        or 0
+    )
+    aov = _money(revenue / order_count) if order_count else Decimal("0.00")
+    currency = (settings.STRIPE_CURRENCY or "usd").lower()
+
+    by_day: dict = {
+        start_date + timedelta(days=offset): {
+            "count": 0,
+            "revenue": Decimal("0.00"),
+        }
+        for offset in range(days)
+    }
+    for order in sold.only("paid_at", "created_at", "amount"):
+        day = _sale_date(order)
+        bucket = by_day.get(day)
+        if bucket is None:
+            continue
+        bucket["count"] += 1
+        bucket["revenue"] += order.amount or Decimal("0")
+
+    peak_count = max((row["count"] for row in by_day.values()), default=0)
+    peak_revenue = max((row["revenue"] for row in by_day.values()), default=Decimal("0"))
+    daily_sales = []
+    daily_revenue = []
+    for index, (day, row) in enumerate(by_day.items()):
+        tick = index == 0 or index == days - 1 or day.weekday() == 0
+        label = f"{day.strftime('%b')} {day.day}"
+        daily_sales.append(
+            {
+                "date": day,
+                "label": label,
+                "count": row["count"],
+                "revenue": _money(row["revenue"]),
+                "pct": _bar_pct(row["count"], peak_count),
+                "tick": tick,
+                "tick_label": label if tick else "",
+            }
+        )
+        daily_revenue.append(
+            {
+                "date": day,
+                "label": label,
+                "count": row["count"],
+                "revenue": _money(row["revenue"]),
+                "pct": _bar_pct(row["revenue"], peak_revenue),
+                "tick": tick,
+                "tick_label": label if tick else "",
+            }
+        )
+
+    product_rows = list(
+        OrderItem.objects.filter(order__in=sold)
+        .values("sku")
+        .annotate(
+            units=Sum("quantity"),
+            revenue=Sum(F("unit_price") * F("quantity")),
+            product_name=Max("product__name"),
+            item_name=Max("name"),
+        )
+        .order_by("-units", "-revenue")[:8]
+    )
+    peak_units = max((int(row["units"] or 0) for row in product_rows), default=0)
+    top_products = []
+    for row in product_rows:
+        units_sold = int(row["units"] or 0)
+        top_products.append(
+            {
+                "sku": row["sku"],
+                "name": row["product_name"] or row["item_name"] or row["sku"],
+                "units": units_sold,
+                "revenue": _money(row["revenue"]),
+                "bar_pct": _bar_pct(units_sold, peak_units),
+            }
+        )
+
+    recent_orders = list(sold.order_by("-paid_at", "-created_at")[:8])
+
+    return {
+        "days": days,
+        "currency": currency,
+        "order_count": order_count,
+        "revenue": revenue,
+        "units_sold": units,
+        "aov": aov,
+        "daily_sales": daily_sales,
+        "daily_revenue": daily_revenue,
+        "top_products": top_products,
+        "recent_orders": recent_orders,
+        "has_sales": order_count > 0,
+    }

site/shop/templates/shop/portal/sales.html

@@ -0,0 +1,147 @@
+{% extends "portal_base.html" %}
+{% block title %}Sales · Portal{% endblock %}
+{% block topbar_title %}Sales{% endblock %}
+{% block portal_content %}
+<div class="stat-row">
+  <div class="stat-card">
+    <div class="label">Orders ({{ days }} days)</div>
+    <div class="value">{{ order_count }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">Revenue ({{ days }} days)</div>
+    <div class="value">{{ revenue }} {{ currency|upper }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">Units sold</div>
+    <div class="value">{{ units_sold }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">Average order</div>
+    <div class="value">{{ aov }} {{ currency|upper }}</div>
+  </div>
+</div>
+
+<div class="panel">
+  <div class="panel-h">
+    <h2>Orders per day</h2>
+    <span class="muted">Last {{ days }} days</span>
+  </div>
+  <div class="panel-b">
+    <div class="chart-placeholder chart-daily" role="img"
+         aria-label="Paid orders per day for the last {{ days }} days">
+      {% for bar in daily_sales %}
+      <div class="chart-bar-col">
+        <div class="bar{% if not bar.count %} is-zero{% endif %}"
+             style="height:{{ bar.pct }}%"
+             title="{{ bar.label }}: {{ bar.count }} sale{{ bar.count|pluralize }} · {{ bar.revenue }} {{ currency|upper }}"></div>
+        <div class="chart-bar-meta">
+          <span class="chart-bar-label">{% if bar.tick %}{{ bar.tick_label }}{% else %}&nbsp;{% endif %}</span>
+        </div>
+      </div>
+      {% endfor %}
+    </div>
+    {% if not has_sales %}
+    <p class="empty-state" style="padding-top:12px">No paid orders in this window.</p>
+    {% endif %}
+  </div>
+</div>
+
+<div class="panel">
+  <div class="panel-h">
+    <h2>Revenue per day</h2>
+    <span class="muted">Last {{ days }} days</span>
+  </div>
+  <div class="panel-b">
+    <div class="chart-placeholder chart-daily chart-revenue" role="img"
+         aria-label="Revenue per day for the last {{ days }} days">
+      {% for bar in daily_revenue %}
+      <div class="chart-bar-col">
+        <div class="bar{% if not bar.revenue %} is-zero{% endif %}"
+             style="height:{{ bar.pct }}%"
+             title="{{ bar.label }}: {{ bar.revenue }} {{ currency|upper }}"></div>
+        <div class="chart-bar-meta">
+          <span class="chart-bar-label">{% if bar.tick %}{{ bar.tick_label }}{% else %}&nbsp;{% endif %}</span>
+        </div>
+      </div>
+      {% endfor %}
+    </div>
+  </div>
+</div>
+
+<div class="split">
+  <div class="panel">
+    <div class="panel-h">
+      <h2>Top products</h2>
+      <span class="muted">By units sold</span>
+    </div>
+    <div class="panel-b">
+      {% if top_products %}
+      <div class="hbar-chart" role="img" aria-label="Top products by units sold">
+        {% for row in top_products %}
+        <div class="hbar-row" title="{{ row.name }} · {{ row.units }} sold · {{ row.revenue }} {{ currency|upper }}">
+          <div class="hbar-label">{{ row.name }}</div>
+          <div class="hbar-track">
+            <div class="hbar-fill" style="width:{{ row.bar_pct }}%"></div>
+          </div>
+          <div class="hbar-value">{{ row.units }}</div>
+        </div>
+        {% endfor %}
+      </div>
+      {% else %}
+      <p class="empty-state" style="margin:0;padding:0">No product sales yet.</p>
+      {% endif %}
+    </div>
+  </div>
+  <div class="panel">
+    <div class="panel-h">
+      <h2>Product mix</h2>
+      <a class="btn btn-sm btn-ghost" href="{% url 'shop_portal:product_list' %}">Products</a>
+    </div>
+    <div class="panel-b" style="padding:0">
+      <table class="table">
+        <thead>
+          <tr><th>Product</th><th>SKU</th><th>Units</th><th>Revenue</th></tr>
+        </thead>
+        <tbody>
+          {% for row in top_products %}
+          <tr>
+            <td>{{ row.name }}</td>
+            <td>{{ row.sku }}</td>
+            <td>{{ row.units }}</td>
+            <td>{{ row.revenue }} {{ currency|upper }}</td>
+          </tr>
+          {% empty %}
+          <tr><td colspan="4" class="empty-state">No paid line items in the last {{ days }} days.</td></tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+
+<div class="panel">
+  <div class="panel-h">
+    <h2>Recent sales</h2>
+    <a class="btn btn-sm btn-ghost" href="{% url 'shop_portal:order_list' %}">All orders</a>
+  </div>
+  <div class="panel-b" style="padding:0">
+    <table class="table">
+      <thead>
+        <tr><th>Number</th><th>Customer</th><th>Amount</th><th>Status</th></tr>
+      </thead>
+      <tbody>
+        {% for order in recent_orders %}
+        <tr>
+          <td><a href="{% url 'shop_portal:order_detail' order.pk %}">{{ order.number }}</a></td>
+          <td>{{ order.customer_name|default:order.email }}</td>
+          <td>{{ order.amount }} {{ order.currency|upper }}</td>
+          <td>{{ order.get_status_display }}</td>
+        </tr>
+        {% empty %}
+        <tr><td colspan="4" class="empty-state">No paid orders yet.</td></tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+</div>
+{% endblock %}

site/shop/tests.py

@@ -1,11 +1,13 @@
+from datetime import timedelta
 from decimal import Decimal
 
 from django.contrib.auth import get_user_model
 from django.core import mail
 from django.test import Client, TestCase, override_settings
 from django.urls import reverse
+from django.utils import timezone
 
-from shop.models import Order, Product
+from shop.models import Order, OrderItem, Product
 from shop.services import (
     ShopError,
     add_to_cart,
@@ -15,6 +17,7 @@ from shop.services import (
     mark_paid,
     next_order_number,
 )
+from shop.stats import sales_dashboard
 
 
 def _product(**kwargs):
@@ -145,3 +148,107 @@ class ShopPortalTests(TestCase):
         self.assertEqual(adjust.status_code, 302)
         product.refresh_from_db()
         self.assertEqual(product.stock_qty, 7)
+
+
+def _sold_order(product, *, qty=1, paid_at=None, status=None, number=None):
+    n = Order.objects.count() + 1
+    order = Order.objects.create(
+        number=number or f"ORD-TEST-{n:04d}",
+        email=f"buyer{n}@example.com",
+        customer_name="Pat",
+        status=status or Order.Status.PAID,
+        amount=product.price * qty,
+        currency="usd",
+        paid_at=paid_at if paid_at is not None else timezone.now(),
+    )
+    OrderItem.objects.create(
+        order=order,
+        product=product,
+        name=product.name,
+        sku=product.sku,
+        quantity=qty,
+        unit_price=product.price,
+    )
+    return order
+
+
+class ShopSalesDashboardTests(TestCase):
+    def setUp(self):
+        User = get_user_model()
+        self.user = User.objects.create_user("merchant", password="test-pass-123")
+        self.client = Client()
+        self.client.login(username="merchant", password="test-pass-123")
+        self.dragon = _product(name="Dragon", sku="DRAGON", price=Decimal("18.00"))
+        self.fox = _product(name="Fox", sku="FOX", price=Decimal("12.00"))
+
+    def test_sales_requires_login(self):
+        anon = Client()
+        self.assertEqual(anon.get(reverse("shop_portal:sales")).status_code, 302)
+
+    def test_empty_dashboard(self):
+        data = sales_dashboard()
+        self.assertEqual(data["order_count"], 0)
+        self.assertEqual(data["revenue"], Decimal("0.00"))
+        self.assertEqual(len(data["daily_sales"]), 30)
+        self.assertFalse(data["has_sales"])
+        response = self.client.get(reverse("shop_portal:sales"))
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "No paid orders in this window")
+        self.assertContains(response, "Sales")
+        self.assertContains(response, "Orders per day")
+        self.assertContains(response, "Top products")
+
+    def test_counts_paid_and_fulfilled_in_window(self):
+        now = timezone.now()
+        _sold_order(self.dragon, qty=2, paid_at=now)
+        _sold_order(self.fox, qty=5, paid_at=now - timedelta(days=2))
+        _sold_order(
+            self.dragon,
+            qty=1,
+            paid_at=now - timedelta(days=1),
+            status=Order.Status.FULFILLED,
+        )
+        _sold_order(
+            self.fox,
+            qty=9,
+            paid_at=now - timedelta(days=40),
+        )
+        open_order = _sold_order(self.dragon, qty=3, paid_at=None, status=Order.Status.OPEN)
+        open_order.paid_at = None
+        open_order.save(update_fields=["paid_at"])
+        cancelled = _sold_order(
+            self.fox, qty=4, paid_at=now, status=Order.Status.CANCELLED
+        )
+        self.assertEqual(cancelled.status, Order.Status.CANCELLED)
+
+        data = sales_dashboard()
+        self.assertEqual(data["order_count"], 3)
+        self.assertEqual(data["units_sold"], 8)
+        self.assertEqual(data["revenue"], Decimal("114.00"))
+        self.assertEqual(data["aov"], Decimal("38.00"))
+        self.assertEqual([row["sku"] for row in data["top_products"]], ["FOX", "DRAGON"])
+        self.assertEqual(data["top_products"][0]["units"], 5)
+        self.assertEqual(data["top_products"][1]["units"], 3)
+        today_bar = data["daily_sales"][-1]
+        self.assertEqual(today_bar["count"], 1)
+
+        response = self.client.get(reverse("shop_portal:sales"))
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "Dragon")
+        self.assertContains(response, "Fox")
+        self.assertContains(response, "114.00")
+        self.assertContains(response, "Orders per day")
+        self.assertContains(response, "Revenue per day")
+
+    def test_portal_nav_and_home_stats(self):
+        _sold_order(self.dragon, qty=1)
+        home = self.client.get(reverse("dashboard:home"))
+        self.assertEqual(home.status_code, 200)
+        self.assertEqual(home.context["shop_sales_30d"], 1)
+        self.assertEqual(home.context["shop_revenue_30d"], Decimal("18.00"))
+        self.assertContains(home, reverse("shop_portal:sales"))
+        self.assertContains(home, "Sales (30 days)")
+        products = self.client.get(reverse("shop_portal:product_list"))
+        self.assertContains(products, "Sales")
+        sales = self.client.get(reverse("shop_portal:sales"))
+        self.assertContains(sales, 'class="active"')

site/shop/views.py

@@ -26,6 +26,7 @@ from shop.services import (
     save_cart,
     set_cart_qty,
 )
+from shop.stats import sales_dashboard
 
 logger = logging.getLogger(__name__)
 
@@ -222,6 +223,11 @@ def portal_stock_adjust(request, pk):
     return redirect("shop_portal:product_edit", pk=product.pk)
 
 
+@login_required
+def portal_sales(request):
+    return render(request, "shop/portal/sales.html", sales_dashboard())
+
+
 @login_required
 def portal_order_list(request):
     orders = Order.objects.all()[:200]