Client by client revenue tracking #47
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Refactored sidebar item functions to accept user email for permission checks. Integrated email-based permission handling for financial user flag. Removed obsolete code and streamlined the flag management approach.
Added background color to table header and bold styling to total columns for better differentiation. Updated column headers to dynamically reflect the dates for previous and current periods. These changes improve the clarity and readability of the revenue forecast table.
Introduced an additional 'Difference' column to the revenue forecast table for better comparison between months. Adjusted column widths to ensure consistent table layout and readability. Updated table headers and cell values accordingly.
Implemented a sorting mechanism for client revenue data by integrating a sort configuration state and corresponding functions. Each column header is now clickable, allowing users to sort by different keys and directions. Additionally, the total row has been added to display summed data for easy comparison.
Introduced row numbers to the revenue forecast table for improved readability. Added conditional styling to highlight percentage changes in client and total values, with an emphasis on increases and decreases using green and red backgrounds respectively. The changes enhance data clarity and usability in tracking financial performance.
Updated the Revenue Forecast table to include clickable links to client pages, enhancing navigation and user experience. Non-URL clients will display their names as plain text.
This change introduces a filter allowing users to toggle between full-month and partial-month revenue data for the previous month. A new checkbox on the UI controls this feature, and an additional date parameter is added to the revenue forecast query accordingly.
Replaced ChartLineIcon with TrendingUpIcon for the Revenue Forecast link in the navigation to better represent the data. This change improves visual clarity and aligns with the icon's intended use.
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