MonthlyRevenue report — income, net and VAT per month

README.md

@@ -64,7 +64,7 @@ customer -> see only their payments -> amount pre-filled).
 
 ## Reports
 
-Four management reports over the invoice data ([`sales-invoices.intent`](sales-invoices/sales-invoices.intent)
+Five management reports over the invoice data ([`sales-invoices.intent`](sales-invoices/sales-invoices.intent)
 `reports:`), rendered by the generated Harmonia report pages (sidebar **Reports** + dashboard tiles):
 
 | Report | Shows |
@@ -73,6 +73,7 @@ Four management reports over the invoice data ([`sales-invoices.intent`](sales-i
 | `InvoicesByStatus` | pipeline overview - count and value per status |
 | `OverdueInvoices` | unpaid invoices past their due date (listing with a compound filter) |
 | `SalesByProduct` | quantity sold and revenue per product |
+| `MonthlyRevenue` | income, net and VAT aggregated per month (`month(date)` bucket) |
 
 `Customer` and `Product` are **cross-model dimensions**: the report joins the owning model's table
 and shows the name instead of the raw FK id. Every report table offers **typed per-column filters**

sales-invoices/sales-invoices.intent

@@ -176,6 +176,13 @@ reports:
     description: Quantity sold and revenue per product
     dimensions: [Product]
     measures: ["sum(quantity)", "count(*)", "sum(total)"]
+  # month(date) buckets the invoice date into a sortable YYYYMM integer (e.g. 202607) - income,
+  # net and VAT aggregated per month.
+  - name: MonthlyRevenue
+    source: SalesInvoice
+    description: Income, net and VAT per month
+    dimensions: ["month(date)"]
+    measures: ["count(*)", "sum(net)", "sum(vat)", "sum(total)"]
 
 forms:
   - { name: ApproveSalesInvoice, forEntity: SalesInvoice, fields: [number, date, due, Customer, total, Status], actions: [approve, reject] }