feat: dashboard kpi

[robinroy03]

Description

dashboard kpi

Relevant Technical Choices

1. made an api to return the 3 kpi values

Testing Instructions

next_pms feat/dashboard-kpi* ≡
 ❯ curl -s -b 'sid=1e6d1c3ee70cdb5ff9fd0bdcffb92c1eed508f5c5b0d0952a83239a5' \
  'http://erp16.localhost/api/method/next_pms.api.dashboard.get_leadership_kpis?cur_start=2035-01-01&cur_end=2035-01-31&prev_start=2030-01-01&prev_end=2030-01-31' \
  | jq .
{
  "message": {
    "revenue": {
      "current": 96.0,
      "previous": 156.0,
      "change_pct": -38.46153846153847,
      "trend": "down"
    },
    "cost": {
      "current": 60.0,
      "previous": 65.00000000000401,
      "change_pct": -7.692307692313384,
      "trend": "down"
    },
    "profit_margin": {
      "current": 37.5,
      "previous": 58.33333333333076,
      "change_pct": -35.71428571428289,
      "trend": "down"
    }
  }
}

Checklist

• I have carefully reviewed the code before submitting it for review.
• This code is adequately covered by unit tests to validate its functionality.
• I have conducted thorough testing to ensure it functions as intended.
• A member of the QA team has reviewed and tested this PR (To be checked by QA or code reviewer)

Fixes #1139

[Copilot]

Pull request overview

Adds a new backend API endpoint to power the Leadership dashboard KPI cards by aggregating revenue (Sales Invoices), cost (Timesheets), and profit margin across a current and comparison period, with currency conversion to USD.

Changes:

• Introduces GET next_pms.api.dashboard.get_leadership_kpis (whitelisted) returning revenue, cost, and profit_margin KPI payloads.
• Implements query-builder aggregations for Sales Invoice totals and Timesheet Detail costing amounts across two periods.
• Adds helper functions to compute KPI deltas/trends and to convert per-currency rows into USD totals via exchange rates.

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