feat: revenue report with charts and per-sponsorship financial breakdown

Adds a Revenue Report page (More > Revenue) with:
- Summary cards: total/finalized/approved revenue, deal count + average
- Revenue by Package: full-width horizontal bar chart
- Year-over-Year comparison chart
- Sponsorship detail table with fee, internal value, margin percentage

Dashboard revenue card now links directly to the report.

Sponsorship detail page gets a collapsible Financial Breakdown section
showing fee vs internal value with a coverage bar, and value-by-program
mini bar chart.

Guide documented. 6 tests.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

Author: JacobCoffee

apps/sponsors/manage/tests.py

@@ -2573,3 +2573,54 @@ def test_shows_sponsorship_count(self):
     def test_nav_has_sponsors_link(self):
         response = self.client.get(reverse("manage_dashboard"))
         self.assertContains(response, "Sponsors")
+
+
+class RevenueReportViewTests(SponsorshipReviewTestBase):
+    """Test revenue report view."""
+
+    def test_report_loads(self):
+        response = self.client.get(reverse("manage_revenue"))
+        self.assertEqual(response.status_code, 200)
+
+    def test_report_shows_revenue(self):
+        self.sponsorship.status = Sponsorship.FINALIZED
+        self.sponsorship.save(update_fields=["status"])
+        response = self.client.get(reverse("manage_revenue") + f"?year={self.year}")
+        self.assertContains(response, "150,000")
+        self.assertContains(response, "Acme Corp")
+
+    def test_report_excludes_applied(self):
+        """Applied sponsorships are not counted in revenue."""
+        response = self.client.get(reverse("manage_revenue") + f"?year={self.year}")
+        self.assertNotContains(response, "Acme Corp")
+
+    def test_year_over_year(self):
+        self.sponsorship.status = Sponsorship.FINALIZED
+        self.sponsorship.save(update_fields=["status"])
+        response = self.client.get(reverse("manage_revenue") + f"?year={self.year}")
+        self.assertContains(response, str(self.year))
+
+    def test_dashboard_revenue_links_to_report(self):
+        response = self.client.get(reverse("manage_dashboard"))
+        self.assertContains(response, "manage_revenue" if False else "/sponsors/manage/revenue/")
+
+
+class SponsorshipDetailFinancialTests(SponsorshipReviewTestBase):
+    """Test financial breakdown on sponsorship detail page."""
+
+    def test_financial_breakdown_shown(self):
+        self.sponsorship.status = Sponsorship.FINALIZED
+        self.sponsorship.sponsorship_fee = 150000
+        self.sponsorship.save()
+        from apps.sponsors.models import SponsorBenefit
+
+        SponsorBenefit.objects.create(
+            sponsorship=self.sponsorship,
+            sponsorship_benefit=self.benefit,
+            name="Logo",
+            program=self.program,
+            benefit_internal_value=5000,
+        )
+        response = self.client.get(reverse("manage_sponsorship_detail", args=[self.sponsorship.pk]))
+        self.assertContains(response, "Financial Breakdown")
+        self.assertContains(response, "Foundation")

apps/sponsors/manage/urls.py

@@ -23,6 +23,8 @@
     path(
         "benefit-configs/<int:pk>/delete/", views.BenefitConfigDeleteView.as_view(), name="manage_benefit_config_delete"
     ),
+    # Revenue report
+    path("revenue/", views.RevenueReportView.as_view(), name="manage_revenue"),
     # Asset browser
     path("assets/", views.AssetBrowserView.as_view(), name="manage_assets"),
     # Legal clauses

apps/sponsors/manage/views.py

@@ -13,7 +13,7 @@
 from django.conf import settings
 from django.contrib import messages
 from django.db import transaction
-from django.db.models import Q, Sum
+from django.db.models import Count, Q, Sum
 from django.http import HttpResponse
 from django.shortcuts import get_object_or_404, redirect, render
 from django.urls import reverse
@@ -555,6 +555,94 @@ def get_context_data(self, **kwargs):
         return context
 
 
+# ── Revenue Report ────────────────────────────────────────────────────
+
+
+class RevenueReportView(SponsorshipAdminRequiredMixin, TemplateView):
+    """Financial summary with revenue breakdowns and charts."""
+
+    template_name = "sponsors/manage/revenue_report.html"
+
+    def _year_summary(self, year):
+        """Return revenue stats for a single year."""
+        qs = Sponsorship.objects.filter(year=year, status__in=[Sponsorship.APPROVED, Sponsorship.FINALIZED])
+        total = qs.aggregate(total=Sum("sponsorship_fee"))["total"] or 0
+        count = qs.count()
+        return {"year": year, "total": total, "count": count, "avg": total // count if count else 0}
+
+    def _package_breakdown(self, year_qs):
+        """Return revenue grouped by package tier."""
+        rows = (
+            year_qs.values("package__name")
+            .annotate(revenue=Sum("sponsorship_fee"), count=Count("id"))
+            .order_by("-revenue")
+        )
+        return [
+            {"name": r["package__name"] or "Custom / No Package", "revenue": r["revenue"] or 0, "count": r["count"]}
+            for r in rows
+        ]
+
+    def get_context_data(self, **kwargs):
+        """Return context with revenue breakdowns."""
+        context = super().get_context_data(**kwargs)
+
+        # Year selection
+        all_years = Sponsorship.objects.values_list("year", flat=True).distinct().order_by("-year")
+        all_years = [y for y in all_years if y]
+
+        selected_year = self.request.GET.get("year")
+        if selected_year:
+            selected_year = int(selected_year)
+        elif all_years:
+            selected_year = all_years[0]
+
+        # Year-over-year comparison
+        yoy = [self._year_summary(y) for y in all_years]
+        max_yoy = max((s["total"] for s in yoy), default=1) or 1
+
+        # Current year detail
+        year_qs = Sponsorship.objects.filter(
+            year=selected_year, status__in=[Sponsorship.APPROVED, Sponsorship.FINALIZED]
+        )
+        total_revenue = year_qs.aggregate(total=Sum("sponsorship_fee"))["total"] or 0
+        total_count = year_qs.count()
+        finalized_revenue = (
+            year_qs.filter(status=Sponsorship.FINALIZED).aggregate(total=Sum("sponsorship_fee"))["total"] or 0
+        )
+        approved_revenue = (
+            year_qs.filter(status=Sponsorship.APPROVED).aggregate(total=Sum("sponsorship_fee"))["total"] or 0
+        )
+
+        # Package breakdown
+        by_package = self._package_breakdown(year_qs)
+        max_pkg = max((p["revenue"] for p in by_package), default=1) or 1
+
+        # Per-sponsorship detail table
+        sponsorships = (
+            year_qs.select_related("sponsor", "package").prefetch_related("benefits").order_by("-sponsorship_fee")
+        )
+        for sp in sponsorships:
+            sp.internal_total = sp.estimated_cost
+
+        context.update(
+            {
+                "years": all_years,
+                "selected_year": selected_year,
+                "total_revenue": total_revenue,
+                "total_count": total_count,
+                "avg_deal": total_revenue // total_count if total_count else 0,
+                "finalized_revenue": finalized_revenue,
+                "approved_revenue": approved_revenue,
+                "by_package": by_package,
+                "max_pkg_revenue": max_pkg,
+                "yoy": yoy,
+                "max_yoy_revenue": max_yoy,
+                "sponsorships": sponsorships,
+            }
+        )
+        return context
+
+
 # ── Sponsor Directory ─────────────────────────────────────────────────
 
 
@@ -567,8 +655,6 @@ class SponsorListView(SponsorshipAdminRequiredMixin, ListView):
 
     def get_queryset(self):
         """Return sponsors filtered by search, annotated with sponsorship count."""
-        from django.db.models import Count
-
         qs = Sponsor.objects.annotate(
             sponsorship_count=Count("sponsorship"),
             contact_count=Count("contacts"),
@@ -843,6 +929,14 @@ def get_context_data(self, **kwargs):
             ).order_by("-last_update")
         else:
             context["historical_contracts"] = Contract.objects.none()
+        # Financial breakdown by program
+        program_values = (
+            sp.benefits.values("program__name").annotate(total=Sum("benefit_internal_value")).order_by("-total")
+        )
+        context["program_breakdown"] = [
+            {"name": pv["program__name"] or "Other", "total": pv["total"] or 0} for pv in program_values
+        ]
+        context["max_program_value"] = max((pv["total"] or 0 for pv in program_values), default=1) or 1
         # Communication history
         context["notification_logs"] = sp.notification_logs.select_related("sent_by").all()[:20]
         # Renewal info

apps/sponsors/templates/sponsors/manage/_base.html

@@ -679,6 +679,7 @@
             <div class="manage-nav-more" style="position:relative;">
                 <a href="#" class="{% if active_tab == 'clone' or active_tab == 'guide' %}active{% endif %}" onclick="event.preventDefault();this.parentElement.classList.toggle('open');">More &#9662;</a>
                 <div class="manage-nav-dropdown">
+                    <a href="{% url 'manage_revenue' %}">Revenue</a>
                     <a href="{% url 'manage_sponsors' %}">Sponsors</a>
                     <a href="{% url 'manage_legal_clauses' %}">Legal Clauses</a>
                     <a href="{% url 'manage_assets' %}">Assets</a>

apps/sponsors/templates/sponsors/manage/dashboard.html

@@ -29,10 +29,10 @@
             <div class="card-value">{{ total_sponsorships }}</div>
             <div class="card-label">Sponsorships</div>
         </div>
-        <div class="manage-card gold">
+        <a href="{% url 'manage_revenue' %}?year={{ selected_year }}" class="manage-card gold" style="text-decoration:none;cursor:pointer;">
             <div class="card-value">${{ total_revenue|floatformat:"0" }}</div>
-            <div class="card-label">Revenue</div>
-        </div>
+            <div class="card-label">Revenue &rarr;</div>
+        </a>
         <div class="manage-card">
             <div class="card-value">{{ count_applied }}</div>
             <div class="card-label">Pending Review</div>

apps/sponsors/templates/sponsors/manage/guide.html

@@ -24,6 +24,7 @@ <h2 style="font-size:22px;font-weight:700;color:#1a1a2e;margin:0 0 8px;">Sponsor
 <a href="#sponsors-contacts" style="color:#3776ab;text-decoration:none;">Sponsors &amp; Contacts</a><br>
 <a href="#renewals" style="color:#3776ab;text-decoration:none;">Renewals &amp; Expiry</a><br>
 <a href="#assets" style="color:#3776ab;text-decoration:none;">Assets</a><br>
+<a href="#revenue" style="color:#3776ab;text-decoration:none;">Revenue Report</a><br>
 <a href="#bulk" style="color:#3776ab;text-decoration:none;">Bulk Actions &amp; Export</a><br>
 <a href="#admin-only" style="color:#3776ab;text-decoration:none;">What's Still in Django Admin</a><br>
 </div>
@@ -331,6 +332,26 @@ <h3 style="font-size:16px;font-weight:700;color:#3776ab;border-bottom:2px solid
 </p>
 </div>
 
+<!-- Revenue Report -->
+<div class="manage-section" id="revenue">
+<h3 style="font-size:16px;font-weight:700;color:#3776ab;border-bottom:2px solid #3776ab;padding-bottom:6px;">Revenue Report</h3>
+
+<p style="font-size:13px;line-height:1.8;color:#444;">
+The <a href="{% url 'manage_revenue' %}" style="color:#3776ab;">Revenue Report</a> (under More) gives a financial overview of sponsorship income by year. It includes:
+</p>
+
+<ul style="font-size:13px;line-height:2;color:#444;padding-left:20px;">
+<li><strong>Summary cards</strong> &mdash; total revenue, finalized revenue, approved (pending), sponsorship count with average deal size</li>
+<li><strong>Revenue by package</strong> &mdash; horizontal bar chart showing income by package tier with deal counts</li>
+<li><strong>Year-over-year</strong> &mdash; compare total revenue across all years at a glance</li>
+<li><strong>Sponsorship detail table</strong> &mdash; every sponsorship for the selected year with fee, internal value, margin percentage, and period</li>
+</ul>
+
+<p style="font-size:13px;line-height:1.8;color:#444;">
+Only approved and finalized sponsorships are counted toward revenue. Applied and rejected sponsorships are excluded.
+</p>
+</div>
+
 <!-- Bulk Actions & Export -->
 <div class="manage-section" id="bulk">
 <h3 style="font-size:16px;font-weight:700;color:#3776ab;border-bottom:2px solid #3776ab;padding-bottom:6px;">Bulk Actions &amp; Export</h3>