+
+
+
{step.label}
+
+ {formatNumber(step.count)} items, value {formatNumber(step.value)}
+
+
+
+
{step.conversionRate === null ? '-' : `${formatNumber(step.conversionRate)}%`}
+
conversion
+
+
+
+
0 ? 8 : 0)}%` }}
+ />
+
+
+ ))}
+
+
+ );
+}
diff --git a/src/features/crm/dashboard/components/dashboard-hot-projects.tsx b/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
new file mode 100644
index 0000000..3168051
--- /dev/null
+++ b/src/features/crm/dashboard/components/dashboard-hot-projects.tsx
@@ -0,0 +1,55 @@
+'use client';
+
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
+import type { CrmDashboardHotProjectRow } from '../api/types';
+
+function formatNumber(value: number) {
+ return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
+}
+
+export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow[] }) {
+ return (
+
+
+ Top Hot Opportunities
+ Production hot projects from enquiries, ranked by commercial value.
+
+
+
+
+
+ Project
+ Customer
+ Value
+ Assigned Sales
+ Probability
+
+
+
+ {rows.length === 0 ? (
+
+
+ No hot opportunities match the current filters.
+
+
+ ) : (
+ rows.map((row) => (
+
+
+ {row.projectName}
+ {row.enquiryCode}
+
+ {row.customerName}
+ {formatNumber(row.value)}
+ {row.assignedSalesName ?? '-'}
+ {row.probability ?? 0}%
+
+ ))
+ )}
+
+
+
+
+ );
+}
diff --git a/src/features/crm/dashboard/components/dashboard-revenue-cards.tsx b/src/features/crm/dashboard/components/dashboard-revenue-cards.tsx
new file mode 100644
index 0000000..b4db79a
--- /dev/null
+++ b/src/features/crm/dashboard/components/dashboard-revenue-cards.tsx
@@ -0,0 +1,92 @@
+'use client';
+
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
+import type { CrmDashboardRevenueRow, CrmDashboardResponse } from '../api/types';
+
+function formatNumber(value: number) {
+ return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
+}
+
+function RevenueTable({
+ title,
+ description,
+ rows
+}: {
+ title: string;
+ description: string;
+ rows: CrmDashboardRevenueRow[];
+}) {
+ return (
+
+
+ {title}
+ {description}
+
+
+
+
+
+ Customer
+ Revenue
+ Quotations
+ Won Revenue
+
+
+
+ {rows.length === 0 ? (
+
+
+ No revenue rows match the current filters.
+
+
+ ) : (
+ rows.map((row) => (
+
+
+ {row.customerName}
+ {row.customerCode}
+
+ {formatNumber(row.revenue)}
+ {formatNumber(row.quotationCount)}
+ {formatNumber(row.wonRevenue)}
+
+ ))
+ )}
+
+
+
+
+ );
+}
+
+export function DashboardRevenueCards({
+ revenueAnalytics
+}: {
+ revenueAnalytics: CrmDashboardResponse['revenueAnalytics'];
+}) {
+ return (
+
+
+
+
+
+
+ );
+}
diff --git a/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx b/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
new file mode 100644
index 0000000..c5f3820
--- /dev/null
+++ b/src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
@@ -0,0 +1,56 @@
+'use client';
+
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
+import type { CrmDashboardSalesRankingRow } from '../api/types';
+
+function formatNumber(value: number) {
+ return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
+}
+
+export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRankingRow[] }) {
+ return (
+
+
+ Sales Ranking
+ Lead and opportunity ownership follow assignment rules. Quotation ownership uses salesman.
+
+
+
+
+
+ Sales Person
+ Lead
+ Opportunity
+ Quotation
+ Approved
+ Won Revenue
+ Conversion
+
+
+
+ {rows.length === 0 ? (
+
+
+ No sales ranking rows match the current filters.
+
+
+ ) : (
+ rows.map((row) => (
+
+ {row.salesPersonName}
+ {formatNumber(row.leadCount)}
+ {formatNumber(row.opportunityCount)}
+ {formatNumber(row.quotationCount)}
+ {formatNumber(row.approvedQuotations)}
+ {formatNumber(row.wonRevenue)}
+ {formatNumber(row.conversionRate)}%
+
+ ))
+ )}
+
+
+
+
+ );
+}
diff --git a/src/features/crm/dashboard/components/dashboard-summary-cards.tsx b/src/features/crm/dashboard/components/dashboard-summary-cards.tsx
new file mode 100644
index 0000000..a3edd47
--- /dev/null
+++ b/src/features/crm/dashboard/components/dashboard-summary-cards.tsx
@@ -0,0 +1,84 @@
+'use client';
+
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import type { CrmDashboardSummary } from '../api/types';
+
+function formatNumber(value: number) {
+ return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
+}
+
+function SummaryCard({
+ title,
+ description,
+ items
+}: {
+ title: string;
+ description: string;
+ items: Array<{ label: string; value: number; suffix?: string }>;
+}) {
+ return (
+
+
+ {title}
+ {description}
+
+
+ {items.map((item) => (
+
+
{item.label}
+
+ {formatNumber(item.value)}
+ {item.suffix ? {item.suffix} : null}
+
+
+ );
+}
+
+export function DashboardSummaryCards({ summary }: { summary: CrmDashboardSummary }) {
+ return (
+
+
+
+
+
+
+ );
+}
diff --git a/src/features/crm/dashboard/server/service.ts b/src/features/crm/dashboard/server/service.ts
new file mode 100644
index 0000000..2650709
--- /dev/null
+++ b/src/features/crm/dashboard/server/service.ts
@@ -0,0 +1,705 @@
+import { and, asc, desc, eq, inArray, isNull } from 'drizzle-orm';
+import {
+ endOfDay,
+ endOfWeek,
+ formatISO,
+ isAfter,
+ isBefore,
+ isSameDay,
+ startOfDay,
+ startOfWeek
+} from 'date-fns';
+import {
+ crmApprovalRequests,
+ crmCustomers,
+ crmEnquiries,
+ crmEnquiryFollowups,
+ crmQuotationFollowups,
+ crmQuotations,
+ memberships,
+ users
+} from '@/db/schema';
+import { db } from '@/lib/db';
+import { getUserBranches } from '@/features/foundation/branch-scope/service';
+import { listApprovalRequests } from '@/features/foundation/approval/server/service';
+import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
+import {
+ getRevenueByBillingCustomer,
+ getRevenueByConsultant,
+ getRevenueByContractor,
+ getRevenueByEndCustomer
+} from '@/features/crm/reporting/server/service';
+import type {
+ CrmDashboardApprovalRow,
+ CrmDashboardApprovalSummary,
+ CrmDashboardFilters,
+ CrmDashboardFollowupRow,
+ CrmDashboardFollowupSummary,
+ CrmDashboardFunnelStep,
+ CrmDashboardHotProjectRow,
+ CrmDashboardReferenceData,
+ CrmDashboardResponse,
+ CrmDashboardRevenueRow,
+ CrmDashboardSalesRankingRow,
+ CrmDashboardSummary
+} from '../api/types';
+
+const ENQUIRY_STATUS_CATEGORY = 'crm_enquiry_status';
+const QUOTATION_STATUS_CATEGORY = 'crm_quotation_status';
+const PRODUCT_TYPE_CATEGORY = 'crm_product_type';
+const PROJECT_PARTY_ROLE_CATEGORY = 'crm_project_party_role';
+
+type DashboardContext = {
+ organizationId: string;
+ userId: string;
+ membershipRole: string;
+ businessRole: string;
+};
+
+type NormalizedFilters = {
+ dateFrom: string;
+ dateTo: string;
+ branch: string | null;
+ salesman: string | null;
+ projectPartyRole: string | null;
+ productType: string | null;
+};
+
+type StatusMaps = {
+ enquiryStatusById: Map
;
+ quotationStatusById: Map;
+};
+
+function normalizeDashboardFilters(filters: CrmDashboardFilters): NormalizedFilters {
+ const now = new Date();
+ const monthStart = startOfDay(new Date(now.getFullYear(), now.getMonth(), 1));
+
+ return {
+ dateFrom: filters.dateFrom ?? formatISO(monthStart, { representation: 'date' }),
+ dateTo: filters.dateTo ?? formatISO(now, { representation: 'date' }),
+ branch: filters.branch ?? null,
+ salesman: filters.salesman ?? null,
+ projectPartyRole: filters.projectPartyRole ?? null,
+ productType: filters.productType ?? null
+ };
+}
+
+function toDayBounds(filters: NormalizedFilters) {
+ return {
+ from: startOfDay(new Date(filters.dateFrom)),
+ to: endOfDay(new Date(filters.dateTo))
+ };
+}
+
+function round2(value: number) {
+ return Math.round(value * 100) / 100;
+}
+
+function average(values: number[]) {
+ if (values.length === 0) {
+ return 0;
+ }
+
+ return round2(values.reduce((sum, value) => sum + value, 0) / values.length);
+}
+
+async function getStatusMaps(organizationId: string): Promise {
+ const [enquiryOptions, quotationOptions] = await Promise.all([
+ getActiveOptionsByCategory(ENQUIRY_STATUS_CATEGORY, { organizationId }),
+ getActiveOptionsByCategory(QUOTATION_STATUS_CATEGORY, { organizationId })
+ ]);
+
+ return {
+ enquiryStatusById: new Map(enquiryOptions.map((item) => [item.id, item.code])),
+ quotationStatusById: new Map(quotationOptions.map((item) => [item.id, item.code]))
+ };
+}
+
+async function getReferenceData(organizationId: string): Promise {
+ const [branches, salesmen, productTypes, projectPartyRoles] = await Promise.all([
+ getUserBranches(),
+ db
+ .select({ id: users.id, name: users.name })
+ .from(memberships)
+ .innerJoin(users, eq(memberships.userId, users.id))
+ .where(eq(memberships.organizationId, organizationId))
+ .orderBy(asc(users.name)),
+ getActiveOptionsByCategory(PRODUCT_TYPE_CATEGORY, { organizationId }),
+ getActiveOptionsByCategory(PROJECT_PARTY_ROLE_CATEGORY, { organizationId })
+ ]);
+
+ return {
+ branches: branches.map((item) => ({ id: item.id, code: item.code, label: item.name })),
+ salesmen: salesmen.map((item) => ({ id: item.id, name: item.name })),
+ productTypes: productTypes.map((item) => ({
+ id: item.id,
+ code: item.code,
+ label: item.label
+ })),
+ projectPartyRoles: projectPartyRoles.map((item) => ({
+ id: item.id,
+ code: item.code,
+ label: item.label
+ }))
+ };
+}
+
+function matchesEnquiryFilters(
+ row: typeof crmEnquiries.$inferSelect,
+ filters: NormalizedFilters
+) {
+ const { from, to } = toDayBounds(filters);
+
+ if (filters.branch && row.branchId !== filters.branch) return false;
+ if (filters.salesman && row.assignedToUserId !== filters.salesman) return false;
+ if (filters.productType && row.productType !== filters.productType) return false;
+ if (isBefore(row.createdAt, from) || isAfter(row.createdAt, to)) return false;
+
+ return true;
+}
+
+function matchesQuotationFilters(
+ row: typeof crmQuotations.$inferSelect,
+ filters: NormalizedFilters
+) {
+ const { from, to } = toDayBounds(filters);
+
+ if (filters.branch && row.branchId !== filters.branch) return false;
+ if (filters.salesman && row.salesmanId !== filters.salesman) return false;
+ if (filters.productType && row.quotationType !== filters.productType) return false;
+ if (isBefore(row.quotationDate, from) || isAfter(row.quotationDate, to)) return false;
+
+ return true;
+}
+
+function isLeadStatus(statusCode: string | undefined, enquiry: typeof crmEnquiries.$inferSelect) {
+ return enquiry.assignedToUserId === null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
+}
+
+function isOpportunityStatus(
+ statusCode: string | undefined,
+ enquiry: typeof crmEnquiries.$inferSelect
+) {
+ return enquiry.assignedToUserId !== null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
+}
+
+async function loadScopedRows(
+ organizationId: string,
+ filters: NormalizedFilters
+) {
+ const [enquiries, quotations] = await Promise.all([
+ db
+ .select()
+ .from(crmEnquiries)
+ .where(and(eq(crmEnquiries.organizationId, organizationId), isNull(crmEnquiries.deletedAt))),
+ db
+ .select()
+ .from(crmQuotations)
+ .where(and(eq(crmQuotations.organizationId, organizationId), isNull(crmQuotations.deletedAt)))
+ ]);
+
+ return {
+ enquiries: enquiries.filter((row) => matchesEnquiryFilters(row, filters)),
+ quotations: quotations.filter((row) => matchesQuotationFilters(row, filters))
+ };
+}
+
+function buildSummary(
+ scopedEnquiries: Array,
+ scopedQuotations: Array,
+ statusMaps: StatusMaps
+): CrmDashboardSummary {
+ const now = new Date();
+ const leadRows = scopedEnquiries.filter((row) =>
+ isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)
+ );
+ const opportunityRows = scopedEnquiries.filter((row) =>
+ isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)
+ );
+
+ const leadAges = leadRows.map((row) => (now.getTime() - row.createdAt.getTime()) / (1000 * 60 * 60 * 24));
+ const quotationStatusCodes = scopedQuotations.map((row) => statusMaps.quotationStatusById.get(row.status) ?? '');
+
+ return {
+ lead: {
+ leadCount: leadRows.length,
+ newLeads: leadRows.length,
+ unassignedLeads: leadRows.length,
+ averageLeadAgingDays: average(leadAges)
+ },
+ opportunity: {
+ opportunityCount: opportunityRows.length,
+ openOpportunities: opportunityRows.length,
+ hotOpportunities: opportunityRows.filter((row) => row.isHotProject).length,
+ opportunityValue: round2(opportunityRows.reduce((sum, row) => sum + (row.estimatedValue ?? 0), 0))
+ },
+ quotation: {
+ draftQuotations: quotationStatusCodes.filter((code) => code === 'draft').length,
+ pendingApproval: quotationStatusCodes.filter((code) => code === 'pending_approval').length,
+ approvedQuotations: quotationStatusCodes.filter((code) => code === 'approved').length,
+ sentQuotations: quotationStatusCodes.filter((code) => code === 'sent').length
+ },
+ revenue: {
+ quotationValue: round2(
+ scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ ),
+ wonValue: round2(
+ scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ ),
+ lostValue: round2(
+ scopedQuotations
+ .filter((row) =>
+ ['lost', 'rejected'].includes(statusMaps.quotationStatusById.get(row.status) ?? '')
+ )
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ )
+ }
+ };
+}
+
+function buildFunnel(
+ summary: CrmDashboardSummary,
+ scopedQuotations: Array,
+ statusMaps: StatusMaps
+): CrmDashboardFunnelStep[] {
+ const steps = [
+ {
+ key: 'lead',
+ label: 'Lead',
+ count: summary.lead.leadCount,
+ value: 0
+ },
+ {
+ key: 'opportunity',
+ label: 'Opportunity',
+ count: summary.opportunity.opportunityCount,
+ value: summary.opportunity.opportunityValue
+ },
+ {
+ key: 'quotation',
+ label: 'Quotation',
+ count: scopedQuotations.filter(
+ (row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled'
+ ).length,
+ value: scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ },
+ {
+ key: 'pending_approval',
+ label: 'Pending Approval',
+ count: scopedQuotations.filter(
+ (row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval'
+ ).length,
+ value: scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ },
+ {
+ key: 'approved',
+ label: 'Approved',
+ count: scopedQuotations.filter(
+ (row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved'
+ ).length,
+ value: scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ },
+ {
+ key: 'closed_won',
+ label: 'Closed Won',
+ count: scopedQuotations.filter(
+ (row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted'
+ ).length,
+ value: scopedQuotations
+ .filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
+ .reduce((sum, row) => sum + row.totalAmount, 0)
+ }
+ ];
+
+ return steps.map((step, index) => ({
+ ...step,
+ value: round2(step.value),
+ conversionRate:
+ index === 0 || steps[index - 1].count === 0
+ ? null
+ : round2((step.count / steps[index - 1].count) * 100)
+ }));
+}
+
+async function buildRevenueAnalytics(
+ organizationId: string,
+ filters: NormalizedFilters
+) {
+ const revenueFilters = {
+ dateFrom: filters.dateFrom,
+ dateTo: filters.dateTo,
+ ...(filters.branch ? { branch: filters.branch } : {}),
+ ...(filters.salesman ? { salesman: filters.salesman } : {}),
+ ...(filters.productType ? { quotationType: filters.productType } : {})
+ };
+
+ const [
+ endCustomers,
+ billingCustomers,
+ contractors,
+ consultants,
+ wonEnd,
+ wonBilling,
+ wonContractor,
+ wonConsultant
+ ] = await Promise.all([
+ getRevenueByEndCustomer(organizationId, revenueFilters),
+ getRevenueByBillingCustomer(organizationId, revenueFilters),
+ getRevenueByContractor(organizationId, revenueFilters),
+ getRevenueByConsultant(organizationId, revenueFilters),
+ getRevenueByEndCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
+ getRevenueByBillingCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
+ getRevenueByContractor(organizationId, { ...revenueFilters, status: 'accepted' }),
+ getRevenueByConsultant(organizationId, { ...revenueFilters, status: 'accepted' })
+ ]);
+
+ function withWonRevenue(
+ rows: Awaited>,
+ wonRows: Awaited>
+ ): CrmDashboardRevenueRow[] {
+ const wonMap = new Map(wonRows.map((row) => [row.customerId, row.revenue]));
+
+ return rows.slice(0, 5).map((row) => ({
+ customerId: row.customerId,
+ customerCode: row.customerCode,
+ customerName: row.customerName,
+ roleCode: row.roleCode,
+ revenue: row.revenue,
+ quotationCount: row.quotationCount,
+ wonRevenue: wonMap.get(row.customerId) ?? 0
+ }));
+ }
+
+ return {
+ topEndCustomers: withWonRevenue(endCustomers, wonEnd),
+ topBillingCustomers: withWonRevenue(billingCustomers, wonBilling),
+ topContractors: withWonRevenue(contractors, wonContractor),
+ topConsultants: withWonRevenue(consultants, wonConsultant)
+ };
+}
+
+async function buildSalesRanking(
+ scopedEnquiries: Array,
+ scopedQuotations: Array,
+ statusMaps: StatusMaps
+): Promise {
+ const userIds = [
+ ...new Set(
+ [
+ ...scopedEnquiries.map((row) => row.assignedToUserId).filter(Boolean),
+ ...scopedQuotations.map((row) => row.salesmanId).filter(Boolean)
+ ] as string[]
+ )
+ ];
+ const salesUsers = userIds.length
+ ? await db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, userIds))
+ : [];
+ const userMap = new Map(salesUsers.map((row) => [row.id, row.name]));
+ const rankingMap = new Map();
+
+ for (const row of scopedEnquiries) {
+ if (!row.assignedToUserId) continue;
+ const current =
+ rankingMap.get(row.assignedToUserId) ??
+ {
+ salesPersonId: row.assignedToUserId,
+ salesPersonName: userMap.get(row.assignedToUserId) ?? 'Unknown',
+ leadCount: 0,
+ opportunityCount: 0,
+ quotationCount: 0,
+ approvedQuotations: 0,
+ wonRevenue: 0,
+ conversionRate: 0
+ };
+
+ if (isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
+ current.leadCount += 1;
+ }
+
+ if (isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
+ current.opportunityCount += 1;
+ }
+
+ rankingMap.set(row.assignedToUserId, current);
+ }
+
+ for (const row of scopedQuotations) {
+ if (!row.salesmanId) continue;
+ const current =
+ rankingMap.get(row.salesmanId) ??
+ {
+ salesPersonId: row.salesmanId,
+ salesPersonName: userMap.get(row.salesmanId) ?? 'Unknown',
+ leadCount: 0,
+ opportunityCount: 0,
+ quotationCount: 0,
+ approvedQuotations: 0,
+ wonRevenue: 0,
+ conversionRate: 0
+ };
+ const statusCode = statusMaps.quotationStatusById.get(row.status) ?? '';
+
+ if (statusCode !== 'cancelled') {
+ current.quotationCount += 1;
+ }
+
+ if (statusCode === 'approved') {
+ current.approvedQuotations += 1;
+ }
+
+ if (statusCode === 'accepted') {
+ current.wonRevenue += row.totalAmount;
+ }
+
+ rankingMap.set(row.salesmanId, current);
+ }
+
+ return [...rankingMap.values()]
+ .map((row) => ({
+ ...row,
+ wonRevenue: round2(row.wonRevenue),
+ conversionRate:
+ row.quotationCount > 0 ? round2((row.approvedQuotations / row.quotationCount) * 100) : 0
+ }))
+ .sort((a, b) => {
+ if (b.wonRevenue !== a.wonRevenue) return b.wonRevenue - a.wonRevenue;
+ if (b.quotationCount !== a.quotationCount) return b.quotationCount - a.quotationCount;
+ return a.salesPersonName.localeCompare(b.salesPersonName);
+ })
+ .slice(0, 10);
+}
+
+async function buildFollowups(
+ organizationId: string,
+ filters: NormalizedFilters
+): Promise<{ summary: CrmDashboardFollowupSummary; upcoming: CrmDashboardFollowupRow[] }> {
+ const [enquiryFollowups, quotationFollowups] = await Promise.all([
+ db
+ .select()
+ .from(crmEnquiryFollowups)
+ .where(and(eq(crmEnquiryFollowups.organizationId, organizationId), isNull(crmEnquiryFollowups.deletedAt)))
+ .orderBy(asc(crmEnquiryFollowups.followupDate)),
+ db
+ .select()
+ .from(crmQuotationFollowups)
+ .where(and(eq(crmQuotationFollowups.organizationId, organizationId), isNull(crmQuotationFollowups.deletedAt)))
+ .orderBy(asc(crmQuotationFollowups.followupDate))
+ ]);
+
+ const { from, to } = toDayBounds(filters);
+ const now = new Date();
+ const weekStart = startOfWeek(now, { weekStartsOn: 1 });
+ const weekEnd = endOfWeek(now, { weekStartsOn: 1 });
+ const enquiryIds = [...new Set(enquiryFollowups.map((row) => row.enquiryId))];
+ const quotationIds = [...new Set(quotationFollowups.map((row) => row.quotationId))];
+ const [enquiries, quotations] = await Promise.all([
+ enquiryIds.length ? db.select().from(crmEnquiries).where(inArray(crmEnquiries.id, enquiryIds)) : [],
+ quotationIds.length ? db.select().from(crmQuotations).where(inArray(crmQuotations.id, quotationIds)) : []
+ ]);
+ const customerIds = [...new Set([...enquiries.map((row) => row.customerId), ...quotations.map((row) => row.customerId)])];
+ const salesIds = [
+ ...new Set(
+ [...enquiries.map((row) => row.assignedToUserId).filter(Boolean), ...quotations.map((row) => row.salesmanId).filter(Boolean)] as string[]
+ )
+ ];
+ const [customers, salesUsers] = await Promise.all([
+ customerIds.length ? db.select().from(crmCustomers).where(inArray(crmCustomers.id, customerIds)) : [],
+ salesIds.length ? db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, salesIds)) : []
+ ]);
+ const enquiryMap = new Map(enquiries.map((row) => [row.id, row]));
+ const quotationMap = new Map(quotations.map((row) => [row.id, row]));
+ const customerMap = new Map(customers.map((row) => [row.id, row.name]));
+ const salesMap = new Map(salesUsers.map((row) => [row.id, row.name]));
+
+ const enquiryRows = enquiryFollowups
+ .filter((row) => !isBefore(row.followupDate, from) && !isAfter(row.followupDate, to))
+ .flatMap((row) => {
+ const enquiry = enquiryMap.get(row.enquiryId);
+
+ if (!enquiry) {
+ return [];
+ }
+
+ return [
+ {
+ id: row.id,
+ sourceType: 'enquiry',
+ followupDate: row.followupDate.toISOString(),
+ customerName: customerMap.get(enquiry.customerId) ?? 'Unknown customer',
+ opportunityName: enquiry.projectName ?? enquiry.title,
+ assignedSalesName: enquiry.assignedToUserId
+ ? (salesMap.get(enquiry.assignedToUserId) ?? null)
+ : null,
+ outcome: row.outcome
+ }
+ ];
+ });
+ const quotationRows = quotationFollowups
+ .filter((row) => !isBefore(row.followupDate, from) && !isAfter(row.followupDate, to))
+ .flatMap((row) => {
+ const quotation = quotationMap.get(row.quotationId);
+
+ if (!quotation) {
+ return [];
+ }
+
+ return [
+ {
+ id: row.id,
+ sourceType: 'quotation',
+ followupDate: row.followupDate.toISOString(),
+ customerName: customerMap.get(quotation.customerId) ?? 'Unknown customer',
+ opportunityName: quotation.projectName ?? quotation.code,
+ assignedSalesName: quotation.salesmanId
+ ? (salesMap.get(quotation.salesmanId) ?? null)
+ : null,
+ outcome: row.outcome
+ }
+ ];
+ });
+ const rows: CrmDashboardFollowupRow[] = [...enquiryRows, ...quotationRows];
+
+ return {
+ summary: {
+ dueToday: rows.filter((row) => isSameDay(new Date(row.followupDate), now)).length,
+ dueThisWeek: rows.filter((row) => {
+ const date = new Date(row.followupDate);
+ return !isBefore(date, weekStart) && !isAfter(date, weekEnd);
+ }).length,
+ overdue: rows.filter((row) => isBefore(new Date(row.followupDate), startOfDay(now)) && !row.outcome).length,
+ completed: rows.filter((row) => !!row.outcome).length
+ },
+ upcoming: rows
+ .filter((row) => !isBefore(new Date(row.followupDate), startOfDay(now)))
+ .sort((a, b) => new Date(a.followupDate).getTime() - new Date(b.followupDate).getTime())
+ .slice(0, 10)
+ };
+}
+
+async function buildApprovalAnalytics(
+ context: DashboardContext
+): Promise<{ summary: CrmDashboardApprovalSummary; myPendingApprovals: CrmDashboardApprovalRow[] }> {
+ const pending = await listApprovalRequests(context.organizationId, {
+ page: 1,
+ limit: 50,
+ status: 'pending'
+ });
+ const todayStart = startOfDay(new Date());
+ const todayEnd = endOfDay(new Date());
+ const rows = await db
+ .select()
+ .from(crmApprovalRequests)
+ .where(and(eq(crmApprovalRequests.organizationId, context.organizationId), isNull(crmApprovalRequests.deletedAt)))
+ .orderBy(desc(crmApprovalRequests.updatedAt));
+
+ const approvedRows = rows.filter(
+ (row) => row.status === 'approved' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
+ );
+ const rejectedRows = rows.filter(
+ (row) => row.status === 'rejected' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
+ );
+ const returnedRows = rows.filter(
+ (row) => row.status === 'returned' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
+ );
+ const approvedDurations = approvedRows.map((row) => (row.completedAt!.getTime() - row.requestedAt.getTime()) / (1000 * 60 * 60));
+
+ return {
+ summary: {
+ pendingApprovals: pending.totalItems,
+ approvedToday: approvedRows.length,
+ rejectedToday: rejectedRows.length,
+ returnedToday: returnedRows.length,
+ averageApprovalTimeHours: average(approvedDurations)
+ },
+ myPendingApprovals: pending.items
+ .filter((item) => item.currentStepRoleCode === context.businessRole || context.membershipRole === 'admin')
+ .slice(0, 10)
+ .map((item) => ({
+ id: item.id,
+ entityCode: item.entityCode,
+ entityTitle: item.entityTitle,
+ workflowName: item.workflowName,
+ currentStepRoleName: item.currentStepRoleName,
+ requestedAt: item.requestedAt
+ }))
+ };
+}
+
+async function buildHotProjects(
+ organizationId: string,
+ filters: NormalizedFilters,
+ statusMaps: StatusMaps
+): Promise {
+ const rows = await db
+ .select()
+ .from(crmEnquiries)
+ .where(and(eq(crmEnquiries.organizationId, organizationId), isNull(crmEnquiries.deletedAt), eq(crmEnquiries.isHotProject, true)))
+ .orderBy(desc(crmEnquiries.updatedAt));
+ const scoped = rows
+ .filter((row) => matchesEnquiryFilters(row, filters))
+ .filter((row) => isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row))
+ .slice(0, 10);
+ const customerIds = [...new Set(scoped.map((row) => row.customerId))];
+ const salesIds = [...new Set(scoped.map((row) => row.assignedToUserId).filter(Boolean))] as string[];
+ const [customers, salesUsers] = await Promise.all([
+ customerIds.length ? db.select().from(crmCustomers).where(inArray(crmCustomers.id, customerIds)) : [],
+ salesIds.length ? db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, salesIds)) : []
+ ]);
+ const customerMap = new Map(customers.map((row) => [row.id, row.name]));
+ const salesMap = new Map(salesUsers.map((row) => [row.id, row.name]));
+
+ return scoped.map((row) => ({
+ enquiryId: row.id,
+ enquiryCode: row.code,
+ projectName: row.projectName ?? row.title,
+ customerName: customerMap.get(row.customerId) ?? 'Unknown customer',
+ value: row.estimatedValue ?? 0,
+ assignedSalesName: row.assignedToUserId ? (salesMap.get(row.assignedToUserId) ?? null) : null,
+ probability: row.chancePercent
+ }));
+}
+
+export async function getCrmDashboardData(
+ context: DashboardContext,
+ rawFilters: CrmDashboardFilters
+): Promise {
+ const filters = normalizeDashboardFilters(rawFilters);
+ const [referenceData, statusMaps, scoped] = await Promise.all([
+ getReferenceData(context.organizationId),
+ getStatusMaps(context.organizationId),
+ loadScopedRows(context.organizationId, filters)
+ ]);
+ const summary = buildSummary(scoped.enquiries, scoped.quotations, statusMaps);
+ const [revenueAnalytics, salesRanking, followups, approvals, hotProjects] = await Promise.all([
+ buildRevenueAnalytics(context.organizationId, filters),
+ buildSalesRanking(scoped.enquiries, scoped.quotations, statusMaps),
+ buildFollowups(context.organizationId, filters),
+ buildApprovalAnalytics(context),
+ buildHotProjects(context.organizationId, filters, statusMaps)
+ ]);
+
+ return {
+ success: true,
+ time: new Date().toISOString(),
+ message: 'CRM dashboard loaded successfully',
+ filters,
+ referenceData,
+ summary,
+ funnel: buildFunnel(summary, scoped.quotations, statusMaps),
+ revenueAnalytics,
+ salesRanking,
+ followups,
+ approvals,
+ hotProjects
+ };
+}
diff --git a/src/features/foundation/approval/components/approval-workflow-settings.tsx b/src/features/foundation/approval/components/approval-workflow-settings.tsx
new file mode 100644
index 0000000..7330a61
--- /dev/null
+++ b/src/features/foundation/approval/components/approval-workflow-settings.tsx
@@ -0,0 +1,341 @@
+'use client';
+
+import * as React from 'react';
+import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
+import { toast } from 'sonner';
+import { Icons } from '@/components/icons';
+import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
+import {
+ Dialog,
+ DialogContent,
+ DialogDescription,
+ DialogFooter,
+ DialogHeader,
+ DialogTitle
+} from '@/components/ui/dialog';
+import { Input } from '@/components/ui/input';
+import { Switch } from '@/components/ui/switch';
+import {
+ createApprovalWorkflowMutation,
+ deleteApprovalWorkflowMutation,
+ replaceApprovalWorkflowStepsMutation,
+ updateApprovalWorkflowMutation
+} from '../mutations';
+import {
+ approvalWorkflowByIdOptions,
+ approvalWorkflowsQueryOptions
+} from '../queries';
+import type {
+ ApprovalStepMutationPayload,
+ ApprovalWorkflowDetail,
+ ApprovalWorkflowMutationPayload
+} from '../types';
+
+type WorkflowState = {
+ code: string;
+ name: string;
+ entityType: string;
+ isActive: boolean;
+};
+
+type StepState = {
+ stepNumber: string;
+ roleCode: string;
+ roleName: string;
+ isRequired: boolean;
+};
+
+function toWorkflowState(workflow?: ApprovalWorkflowDetail): WorkflowState {
+ return {
+ code: workflow?.code ?? '',
+ name: workflow?.name ?? '',
+ entityType: workflow?.entityType ?? 'quotation',
+ isActive: workflow?.isActive ?? true
+ };
+}
+
+function toStepState(workflow?: ApprovalWorkflowDetail): StepState[] {
+ return (
+ workflow?.steps.map((step) => ({
+ stepNumber: String(step.stepNumber),
+ roleCode: step.roleCode,
+ roleName: step.roleName,
+ isRequired: step.isRequired
+ })) ?? [{ stepNumber: '1', roleCode: 'sales_manager', roleName: 'Sales Manager', isRequired: true }]
+ );
+}
+
+function WorkflowDialog({
+ open,
+ onOpenChange,
+ workflow
+}: {
+ open: boolean;
+ onOpenChange: (open: boolean) => void;
+ workflow?: ApprovalWorkflowDetail;
+}) {
+ const [state, setState] = React.useState(toWorkflowState(workflow));
+ const createMutation = useMutation({
+ ...createApprovalWorkflowMutation,
+ onSuccess: () => {
+ toast.success('Workflow created');
+ onOpenChange(false);
+ },
+ onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed')
+ });
+ const updateMutation = useMutation({
+ ...updateApprovalWorkflowMutation,
+ onSuccess: () => {
+ toast.success('Workflow updated');
+ onOpenChange(false);
+ },
+ onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
+ });
+
+ React.useEffect(() => {
+ if (open) {
+ setState(toWorkflowState(workflow));
+ }
+ }, [open, workflow]);
+
+ async function onSubmit(event: React.FormEvent) {
+ event.preventDefault();
+ const payload: ApprovalWorkflowMutationPayload = {
+ code: state.code,
+ name: state.name,
+ entityType: state.entityType,
+ isActive: state.isActive
+ };
+
+ if (workflow) {
+ await updateMutation.mutateAsync({ id: workflow.id, values: payload });
+ return;
+ }
+
+ await createMutation.mutateAsync(payload);
+ }
+
+ const isPending = createMutation.isPending || updateMutation.isPending;
+
+ return (
+
+ );
+}
+
+function StepsDialog({
+ workflow,
+ open,
+ onOpenChange
+}: {
+ workflow: ApprovalWorkflowDetail;
+ open: boolean;
+ onOpenChange: (open: boolean) => void;
+}) {
+ const [steps, setSteps] = React.useState(toStepState(workflow));
+ const replaceMutation = useMutation({
+ ...replaceApprovalWorkflowStepsMutation,
+ onSuccess: () => {
+ toast.success('Workflow steps updated');
+ onOpenChange(false);
+ },
+ onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
+ });
+
+ React.useEffect(() => {
+ if (open) {
+ setSteps(toStepState(workflow));
+ }
+ }, [open, workflow]);
+
+ function updateStep(index: number, field: keyof StepState, value: string | boolean) {
+ setSteps((current) =>
+ current.map((step, stepIndex) =>
+ stepIndex === index ? { ...step, [field]: value } : step
+ )
+ );
+ }
+
+ async function onSubmit(event: React.FormEvent) {
+ event.preventDefault();
+ const payload: ApprovalStepMutationPayload[] = steps.map((step, index) => ({
+ stepNumber: Number(step.stepNumber || index + 1),
+ roleCode: step.roleCode,
+ roleName: step.roleName,
+ isRequired: step.isRequired
+ }));
+
+ await replaceMutation.mutateAsync({ workflowId: workflow.id, steps: payload });
+ }
+
+ return (
+
+ );
+}
+
+function WorkflowDetailActions({ workflowId }: { workflowId: string }) {
+ const { data } = useSuspenseQuery(approvalWorkflowByIdOptions(workflowId));
+ const workflow = data.workflow;
+ const [workflowDialogOpen, setWorkflowDialogOpen] = React.useState(false);
+ const [stepsDialogOpen, setStepsDialogOpen] = React.useState(false);
+ const deleteMutation = useMutation({
+ ...deleteApprovalWorkflowMutation,
+ onSuccess: () => toast.success('Workflow deleted'),
+ onError: (error) => toast.error(error instanceof Error ? error.message : 'Delete failed')
+ });
+
+ return (
+ <>
+
+
+
+
+
+
+ {workflow.steps.map((step) => (
+
+
Step {step.stepNumber}
+
{step.roleName}
+
+ {step.roleCode}
+
+ {step.isRequired ? 'Required' : 'Optional'}
+
+
+
+ ))}
+
+
+
+
Approval Workflow Admin
+
Configure sequential CRM approval workflows and business-role steps.
+
+
+
+
+ {data.items.length === 0 ? (
+
+ No approval workflows configured.
+
+ ) : (
+ data.items.map((workflow) => (
+
+
+
+
{workflow.name}
+
+ {workflow.code} • {workflow.entityType}
+
+
+
+
+ {workflow.isActive ? 'Active' : 'Inactive'}
+
+ {workflow.stepCount} steps
+
+
+
Loading workflow detail...}>
+
+
+