Sales analysis

Answer sales and revenue questions with WAJ's own figures. The user's explicit instructions (period, branch, what to include) override every default below.

Inputs

• Period. Use the dates the user gives. Without one, use the last 30 days ending today and say so. Dates are YYYY-MM-DD in the business's local time.
• Comparison. The period of the same length just before it, unless the user names another (for example "this month vs the same month last year").
• Branch. All branches unless the user names one; resolve a name with list_branches. Ask which branch only when the name matches more than one.

Steps

1. Call get_business_performance for the period (increment_interval 1 for up to 31 days, 7 for longer) and again for the comparison period.
2. Call get_services for both periods and get_categories for the period. Service rows carry bookings_revenue and no_booked.
3. Call get_invoices with status "owed" for the period when the user asks about money owed, or when total_unpaid_amount is above zero.
4. When the user asks about profit, costs or margins, call run_report with slug "income_statement" for both periods and use its profit_and_loss: net_revenue, cost_of_goods, gross_profit, staff_pay, expenses, net_profit and net_margin_pct. If the report is locked for the user's role, say so.
5. Compute changes yourself: absolute difference and percentage per figure. A service with sales in only one of the periods is "new" or "no sales", not a percentage.

Output

Lead with two sentences: total revenue for the period, and its change against the comparison period. Then:

• A table for both periods with the change: total revenue, service sales (services_amount), product sales (products_amount), memberships (memberships_amount), gift cards (gift_cards_amount), discounts (total_discount), VAT (total_tax), services sold (services_sold) and still unpaid (total_unpaid_amount). Say that total revenue includes the unpaid amount.
• Top 5 services by revenue, and services whose revenue fell by more than 25% against the comparison period.
• Busiest day (summary.busiest_day_by_revenue).
• Payment methods: summary.payment_methods, the amount per method for the period.
• Profit, only when asked: net revenue, cost of goods, gross profit, operating expenses and net profit with the net margin, for both periods.
• Money owed: the count and amount from the invoices summary. Never print an invoice's client field; it can contain a phone number.
• One to three observations the numbers support, each with its figure.

Offer a CSV with export_csv only when the user asks for a file.

Rules

• Every number must come from a tool result in this conversation. If a tool returns no data or an error, say which part is missing; do not estimate it.
• Use the discount from get_business_performance; service-level discounts are counted differently, so do not add or compare the two.
• Amounts are in the business's currency as returned; do not convert them.
• Name the period, the comparison period and the branch scope in the answer.
• This skill only reads data. It never changes prices, sales or invoices.