Merge pull request #244 from tuttle-dev/forecast

feat: Add dashboard view for freelance business insights

Author: clstaudt

tuttle/app/dashboard/__init__.py

@@ -0,0 +1,2 @@
+from .intent import DashboardIntent
+from .view import DashboardView

tuttle/app/dashboard/intent.py

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+"""Business logic for the dashboard view."""
+
+
+from ..core.abstractions import SQLModelDataSourceMixin, Intent
+from ..core.intent_result import IntentResult
+
+from ...model import Contract, Invoice, Project, FinancialGoal
+from ...kpi import compute_kpis, monthly_revenue_breakdown, project_budget_status
+from ...forecasting import revenue_curve
+
+
+class DashboardIntent(SQLModelDataSourceMixin, Intent):
+    """Gathers data for the freelance business dashboard."""
+
+    def __init__(self):
+        SQLModelDataSourceMixin.__init__(self)
+
+    def get_kpis(self) -> IntentResult:
+        """Compute KPI summary from all invoices, contracts, projects."""
+        try:
+            invoices = self.query(Invoice)
+            contracts = self.query(Contract)
+            projects = self.query(Project)
+            kpis = compute_kpis(invoices, contracts, projects)
+            return IntentResult(was_intent_successful=True, data=kpis)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to compute KPIs.",
+                log_message=f"DashboardIntent.get_kpis: {e}",
+                exception=e,
+            )
+
+    def get_monthly_revenue(self, n_months: int = 12) -> IntentResult:
+        """Get monthly revenue breakdown for the last n months."""
+        try:
+            invoices = self.query(Invoice)
+            data = monthly_revenue_breakdown(invoices, n_months=n_months)
+            return IntentResult(was_intent_successful=True, data=data)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to load monthly revenue.",
+                log_message=f"DashboardIntent.get_monthly_revenue: {e}",
+                exception=e,
+            )
+
+    def get_revenue_curve(self, forecast_months: int = 6) -> IntentResult:
+        """Get combined historical + forecast revenue curve."""
+        try:
+            invoices = self.query(Invoice)
+            contracts = self.query(Contract)
+            data = revenue_curve(invoices, contracts, forecast_months=forecast_months)
+            return IntentResult(was_intent_successful=True, data=data)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to generate revenue forecast.",
+                log_message=f"DashboardIntent.get_revenue_curve: {e}",
+                exception=e,
+            )
+
+    def get_project_budgets(self) -> IntentResult:
+        """Get budget utilization for all projects."""
+        try:
+            projects = self.query(Project)
+            data = project_budget_status(projects)
+            return IntentResult(was_intent_successful=True, data=data)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to load project budgets.",
+                log_message=f"DashboardIntent.get_project_budgets: {e}",
+                exception=e,
+            )
+
+    def get_financial_goals(self) -> IntentResult:
+        """Load all financial goals."""
+        try:
+            goals = self.query(FinancialGoal)
+            return IntentResult(was_intent_successful=True, data=goals)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to load financial goals.",
+                log_message=f"DashboardIntent.get_financial_goals: {e}",
+                exception=e,
+            )
+
+    def save_financial_goal(self, goal: FinancialGoal) -> IntentResult:
+        """Save a financial goal."""
+        try:
+            self.store(goal)
+            return IntentResult(was_intent_successful=True, data=goal)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to save financial goal.",
+                log_message=f"DashboardIntent.save_financial_goal: {e}",
+                exception=e,
+            )
+
+    def delete_financial_goal(self, goal_id: int) -> IntentResult:
+        """Delete a financial goal by ID."""
+        try:
+            self.delete_by_id(FinancialGoal, goal_id)
+            return IntentResult(was_intent_successful=True, data=None)
+        except Exception as e:
+            return IntentResult(
+                was_intent_successful=False,
+                error_msg="Failed to delete financial goal.",
+                log_message=f"DashboardIntent.delete_financial_goal: {e}",
+                exception=e,
+            )