SysOps: voice-agy-webbuilder-backup — 2026-06-23 10:04 UTC
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sysops
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"""Revenue Cockpit — page + API."""
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from __future__ import annotations
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from pathlib import Path
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from typing import Any, Optional
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from fastapi import APIRouter, HTTPException, Request
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from fastapi.responses import HTMLResponse
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from fastapi.templating import Jinja2Templates
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from pydantic import BaseModel, Field
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from app.services import revenue_cockpit as svc
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BASE_DIR = Path(__file__).resolve().parent.parent.parent
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templates = Jinja2Templates(directory=str(BASE_DIR / "templates"))
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router = APIRouter(tags=["revenue-cockpit"])
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api = APIRouter(prefix="/api/revenue-cockpit", tags=["revenue-cockpit-api"])
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class ProjectUpdateBody(BaseModel):
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name: Optional[str] = None
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category: Optional[str] = None
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margin_month: Optional[float] = None
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margin_year: Optional[float] = None
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target_revenue: Optional[float] = None
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next_steps: Optional[str] = None
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status: Optional[str] = None
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priority: Optional[str] = None
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row_style: Optional[str] = None
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class GoalsUpdateBody(BaseModel):
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vision_text: Optional[str] = None
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horizon_text: Optional[str] = None
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mid_text: Optional[str] = None
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tagline: Optional[str] = None
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class ObjectiveBody(BaseModel):
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title: str = Field(..., min_length=1)
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description: Optional[str] = None
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priority: str = "normal"
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due_date: Optional[str] = None
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class ObjectiveUpdateBody(BaseModel):
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title: Optional[str] = None
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description: Optional[str] = None
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status: Optional[str] = None
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priority: Optional[str] = None
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due_date: Optional[str] = None
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class AssignTaskBody(BaseModel):
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agent_name: str = Field(..., min_length=1)
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title: str = Field(..., min_length=1)
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description: Optional[str] = None
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objective_id: Optional[int] = None
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priority: str = "normal"
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delegate_herman: bool = True
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class DelegateBody(BaseModel):
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message: str = Field(..., min_length=1)
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class ImportBody(BaseModel):
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path: str = "Succes Sheet .xlsx"
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sheet: Optional[str] = "Projects next steps revenue"
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replace: bool = True
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@router.get("/revenue-cockpit", response_class=HTMLResponse)
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async def revenue_cockpit_page(request: Request):
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return templates.TemplateResponse(
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"revenue_cockpit.html",
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{"request": request, "page_title": "Revenue Cockpit"},
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)
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@api.get("/live")
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async def live_from_excel(path: str = "Succes Sheet .xlsx", sheet: Optional[str] = "Projects next steps revenue"):
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"""Leading data source: fresh parse from NAS Excel."""
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try:
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parsed = await svc.fetch_excel_parse_async(path, sheet)
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except Exception as exc:
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raise HTTPException(502, str(exc)) from exc
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projects = parsed.get("projects") or []
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margin_month = sum(p.get("margin_month") or 0 for p in projects)
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margin_year = sum(p.get("margin_year") or 0 for p in projects)
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by_style: dict[str, int] = {}
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by_category: dict[str, int] = {}
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for p in projects:
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by_style[p.get("row_style") or "white"] = by_style.get(p.get("row_style") or "white", 0) + 1
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by_category[p.get("category") or "deal"] = by_category.get(p.get("category") or "deal", 0) + 1
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return {
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"ok": True,
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"source": "excel",
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**parsed,
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"aggregates": {
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"total_margin_month": margin_month,
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"total_margin_year": margin_year,
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"with_margin": sum(1 for p in projects if p.get("margin_month")),
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"by_style": by_style,
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"by_category": by_category,
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},
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}
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@api.get("/dashboard")
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async def dashboard():
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return {"ok": True, "stats": svc.dashboard_stats(), "projects": svc.list_projects()}
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@api.get("/projects")
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def list_projects(status: Optional[str] = None):
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return {"ok": True, "items": svc.list_projects(status)}
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@api.get("/projects/{project_id}")
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def get_project(project_id: int):
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p = svc.get_project(project_id)
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if not p:
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raise HTTPException(404, "Project not found")
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return {"ok": True, "project": p}
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@api.patch("/projects/{project_id}")
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def patch_project(project_id: int, body: ProjectUpdateBody):
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data = body.model_dump(exclude_unset=True)
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row_style = data.pop("row_style", None)
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if row_style is not None:
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svc.set_project_row_style(project_id, row_style)
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p = svc.update_project(project_id, data)
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if not p:
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raise HTTPException(404, "Project not found")
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svc.take_snapshot()
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return {"ok": True, "project": p}
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@api.patch("/goals")
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def patch_goals(body: GoalsUpdateBody):
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data = body.model_dump(exclude_unset=True)
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g = svc.update_goals(data)
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if not g:
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raise HTTPException(404, "Goals not found")
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return {"ok": True, "goals": g}
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@api.post("/projects/{project_id}/objectives")
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def add_objective(project_id: int, body: ObjectiveBody):
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try:
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obj = svc.create_objective(project_id, body.title, body.description, body.priority)
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except Exception as exc:
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raise HTTPException(400, str(exc)) from exc
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svc.take_snapshot()
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return {"ok": True, "objective": obj}
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@api.patch("/objectives/{objective_id}")
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def patch_objective(objective_id: int, body: ObjectiveUpdateBody):
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data = body.model_dump(exclude_unset=True)
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obj = svc.update_objective(objective_id, data)
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if not obj:
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raise HTTPException(404, "Objective not found")
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svc.take_snapshot()
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return {"ok": True, "objective": obj}
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@api.post("/projects/{project_id}/assign-task")
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def assign_task(project_id: int, body: AssignTaskBody):
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try:
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task = svc.assign_agent_task(
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project_id,
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body.agent_name,
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body.title,
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body.description,
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body.objective_id,
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body.priority,
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body.delegate_herman,
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)
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except ValueError as exc:
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raise HTTPException(404, str(exc)) from exc
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svc.take_snapshot()
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return {"ok": True, "task": task}
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@api.post("/projects/{project_id}/delegate")
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async def delegate_project(project_id: int, body: DelegateBody):
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try:
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result = await svc.delegate_via_herman(project_id, body.message)
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except ValueError as exc:
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raise HTTPException(404, str(exc)) from exc
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return result
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@api.get("/tasks")
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def list_tasks(limit: int = 50):
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return {"ok": True, "items": svc.list_agent_tasks(limit)}
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@api.get("/snapshots")
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def snapshots(limit: int = 90):
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return {"ok": True, "items": svc.list_snapshots(limit)}
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@api.post("/snapshot")
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def create_snapshot():
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snap = svc.take_snapshot()
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return {"ok": True, "snapshot": snap}
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@api.post("/import-from-excel")
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async def import_from_excel(body: ImportBody):
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try:
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parsed = await svc.fetch_excel_parse_async(body.path, body.sheet)
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result = svc.import_from_parsed(parsed, imported_by="ceo", replace=body.replace)
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return {"ok": True, **result, "preview": {"project_count": parsed.get("project_count"), "sheet": parsed.get("sheet_name")}}
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except Exception as exc:
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raise HTTPException(502, f"Import failed: {exc}") from exc
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@api.get("/preview-excel")
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async def preview_excel(path: str = "Succes Sheet .xlsx", sheet: Optional[str] = "Projects next steps revenue"):
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try:
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parsed = await svc.fetch_excel_parse_async(path, sheet)
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return {"ok": True, **parsed}
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except Exception as exc:
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raise HTTPException(502, str(exc)) from exc
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