# ✅ Enhanced Dashboard - Quantities by Reference & Code

## New Features Added

Your dashboard now has **3 powerful views** to analyze quantities:

### 📋 Tab 1: All Transactions
- Shows every individual transaction
- All 11 columns visible
- Great for detailed analysis
- Filter by any criteria

### 📦 Tab 2: By Reference
Aggregated quantities grouped by **Referencia**

Shows:
- Referencia (Product reference)
- Código (Product code)
- Familia (Product family)
- **Total Quantity** (sum of all transactions for that reference)
- **Total Faturação** (sum of all revenue)

**Sorted by:** Highest quantity first

Example view:
```
Referencia    | Código  | Familia | Total Qty | Total Revenue
U190.0304C124 | 124     | URNAS   | 45        | €10,925.00
LENÇOL321     | LENÇOL  | LENÇOL  | 32        | €1,920.00
U175.0304L42C | 42      | URNAS   | 28        | €12,460.00
```

### 🏷️ Tab 3: By Code
Aggregated quantities grouped by **Código**

Shows:
- Código (Product code)
- Familia (Product family)
- **Total Quantity** (sum across all references)
- **Total Faturação** (total revenue)

**Sorted by:** Highest quantity first

Example view:
```
Código | Familia | Total Qty | Total Revenue
124    | URNAS   | 156       | €38,220.00
42     | URNAS   | 89        | €39,605.00
LENÇOL | LENÇOL  | 64        | €3,840.00
```

---

## How to Use

### Switching Tabs
Click the tab buttons at the top of the data section:
- 📋 **All Transactions** - Individual transaction detail
- 📦 **By Reference** - Product reference analysis
- 🏷️ **By Code** - Product code analysis

### Applying Filters
All tabs respect your filters:
1. Select filters (Cliente, Zona, Comercial, Familia, Mês)
2. All three tabs update automatically
3. Each tab shows aggregated data for the filtered results

### Example Use Cases

**See best-selling references:**
→ Go to "By Reference" tab → Sorted by quantity

**Analyze specific salesperson performance:**
→ Filter by Comercial → Check all tabs

**Check product family volumes:**
→ Filter by Familia → All products in that family shown

**See code-level trends:**
→ Go to "By Code" tab → Identify top-performing codes

---

## Technical Details

### API Endpoints Added

```
GET /get-quantities-by-referencia
- Aggregates data by Referencia, Código, Familia
- Groups and sums Quant and Faturaçao
- Respects all filters
- Returns sorted by quantity (descending)

GET /get-quantities-by-codigo
- Aggregates data by Código, Familia
- Groups and sums Quant and Faturaçao
- Respects all filters
- Returns sorted by quantity (descending)
```

### Data Processing

All aggregations use Pandas:
```python
grouped = df.groupby(['Referencia', 'Código', 'Familia']).agg({
    'Quant': 'sum',
    'Faturaçao': 'sum'
}).reset_index()
```

---

## What Changed

### Files Modified
1. **app.py** (added 2 new routes)
   - `/get-quantities-by-referencia` endpoint
   - `/get-quantities-by-codigo` endpoint

2. **dashboard.html** (added tabs & new tables)
   - Tab navigation UI
   - Two new tables for aggregated views
   - Enhanced JavaScript for tab switching
   - New data population functions

### Files Unchanged
- requirements.txt
- templates/index.html
- templates/base.html
- All documentation

---

## Performance

✅ **Fast calculations** - Pandas handles aggregation efficiently  
✅ **Real-time updates** - Runs when filters change  
✅ **Smooth tab switching** - No page reload needed  
✅ **Handles large datasets** - Optimized for scale  

---

## Example: Analyzing Your Data

With your sample data showing "A Funeraria de Canidelo Lda" transactions:

**By Reference Tab would show:**
```
U190.0304C124  | 124   | URNAS | 3 units | 1,545.00 €
U175.0304L42C  | 42    | URNAS | 2 units | 940.00 €
LENÇOL321      | LENÇOL| LENÇOL| 6 units | 720.00 €
```

**By Code Tab would show:**
```
124    | URNAS  | 3 units | 1,545.00 €
42     | URNAS  | 2 units | 940.00 €
LENÇOL | LENÇOL | 6 units | 720.00 €
```

---

## Next Features (Optional)

Want to add more? Easy options:
- [ ] Sort by revenue instead of quantity
- [ ] Filter individual references/codes
- [ ] Export aggregated data to CSV
- [ ] Charts showing code distribution
- [ ] Trend analysis by month

---

**Status**: ✅ **Ready to Use**

The app now gives you three powerful views for analyzing your sales data from different angles. Perfect for inventory analysis, performance tracking, and strategic planning!
