task-j1
This commit is contained in:
phaichayon
705
src/features/crm/dashboard/server/service.ts
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705
src/features/crm/dashboard/server/service.ts
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@@ -0,0 +1,705 @@
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import { and, asc, desc, eq, inArray, isNull } from 'drizzle-orm';
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import {
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endOfDay,
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endOfWeek,
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formatISO,
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isAfter,
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isBefore,
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isSameDay,
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startOfDay,
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startOfWeek
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} from 'date-fns';
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import {
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crmApprovalRequests,
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crmCustomers,
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crmEnquiries,
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crmEnquiryFollowups,
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crmQuotationFollowups,
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crmQuotations,
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memberships,
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users
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} from '@/db/schema';
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import { db } from '@/lib/db';
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import { getUserBranches } from '@/features/foundation/branch-scope/service';
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import { listApprovalRequests } from '@/features/foundation/approval/server/service';
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import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
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import {
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getRevenueByBillingCustomer,
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getRevenueByConsultant,
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getRevenueByContractor,
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getRevenueByEndCustomer
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} from '@/features/crm/reporting/server/service';
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import type {
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CrmDashboardApprovalRow,
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CrmDashboardApprovalSummary,
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CrmDashboardFilters,
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CrmDashboardFollowupRow,
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CrmDashboardFollowupSummary,
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CrmDashboardFunnelStep,
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CrmDashboardHotProjectRow,
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CrmDashboardReferenceData,
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CrmDashboardResponse,
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CrmDashboardRevenueRow,
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CrmDashboardSalesRankingRow,
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CrmDashboardSummary
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} from '../api/types';
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const ENQUIRY_STATUS_CATEGORY = 'crm_enquiry_status';
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const QUOTATION_STATUS_CATEGORY = 'crm_quotation_status';
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const PRODUCT_TYPE_CATEGORY = 'crm_product_type';
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const PROJECT_PARTY_ROLE_CATEGORY = 'crm_project_party_role';
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type DashboardContext = {
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organizationId: string;
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userId: string;
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membershipRole: string;
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businessRole: string;
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};
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type NormalizedFilters = {
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dateFrom: string;
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dateTo: string;
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branch: string | null;
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salesman: string | null;
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projectPartyRole: string | null;
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productType: string | null;
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};
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type StatusMaps = {
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enquiryStatusById: Map<string, string>;
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quotationStatusById: Map<string, string>;
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};
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function normalizeDashboardFilters(filters: CrmDashboardFilters): NormalizedFilters {
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const now = new Date();
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const monthStart = startOfDay(new Date(now.getFullYear(), now.getMonth(), 1));
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return {
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dateFrom: filters.dateFrom ?? formatISO(monthStart, { representation: 'date' }),
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dateTo: filters.dateTo ?? formatISO(now, { representation: 'date' }),
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branch: filters.branch ?? null,
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salesman: filters.salesman ?? null,
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projectPartyRole: filters.projectPartyRole ?? null,
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productType: filters.productType ?? null
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};
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}
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function toDayBounds(filters: NormalizedFilters) {
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return {
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from: startOfDay(new Date(filters.dateFrom)),
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to: endOfDay(new Date(filters.dateTo))
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};
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}
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function round2(value: number) {
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return Math.round(value * 100) / 100;
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}
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function average(values: number[]) {
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if (values.length === 0) {
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return 0;
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}
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return round2(values.reduce((sum, value) => sum + value, 0) / values.length);
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}
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async function getStatusMaps(organizationId: string): Promise<StatusMaps> {
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const [enquiryOptions, quotationOptions] = await Promise.all([
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getActiveOptionsByCategory(ENQUIRY_STATUS_CATEGORY, { organizationId }),
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getActiveOptionsByCategory(QUOTATION_STATUS_CATEGORY, { organizationId })
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]);
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return {
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enquiryStatusById: new Map(enquiryOptions.map((item) => [item.id, item.code])),
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quotationStatusById: new Map(quotationOptions.map((item) => [item.id, item.code]))
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};
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}
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async function getReferenceData(organizationId: string): Promise<CrmDashboardReferenceData> {
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const [branches, salesmen, productTypes, projectPartyRoles] = await Promise.all([
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getUserBranches(),
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db
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.select({ id: users.id, name: users.name })
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.from(memberships)
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.innerJoin(users, eq(memberships.userId, users.id))
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.where(eq(memberships.organizationId, organizationId))
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.orderBy(asc(users.name)),
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getActiveOptionsByCategory(PRODUCT_TYPE_CATEGORY, { organizationId }),
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getActiveOptionsByCategory(PROJECT_PARTY_ROLE_CATEGORY, { organizationId })
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]);
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return {
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branches: branches.map((item) => ({ id: item.id, code: item.code, label: item.name })),
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salesmen: salesmen.map((item) => ({ id: item.id, name: item.name })),
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productTypes: productTypes.map((item) => ({
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id: item.id,
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code: item.code,
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label: item.label
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})),
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projectPartyRoles: projectPartyRoles.map((item) => ({
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id: item.id,
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code: item.code,
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label: item.label
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}))
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};
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}
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function matchesEnquiryFilters(
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row: typeof crmEnquiries.$inferSelect,
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filters: NormalizedFilters
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) {
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const { from, to } = toDayBounds(filters);
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if (filters.branch && row.branchId !== filters.branch) return false;
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if (filters.salesman && row.assignedToUserId !== filters.salesman) return false;
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if (filters.productType && row.productType !== filters.productType) return false;
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if (isBefore(row.createdAt, from) || isAfter(row.createdAt, to)) return false;
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return true;
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}
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function matchesQuotationFilters(
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row: typeof crmQuotations.$inferSelect,
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filters: NormalizedFilters
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) {
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const { from, to } = toDayBounds(filters);
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if (filters.branch && row.branchId !== filters.branch) return false;
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if (filters.salesman && row.salesmanId !== filters.salesman) return false;
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if (filters.productType && row.quotationType !== filters.productType) return false;
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if (isBefore(row.quotationDate, from) || isAfter(row.quotationDate, to)) return false;
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return true;
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}
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function isLeadStatus(statusCode: string | undefined, enquiry: typeof crmEnquiries.$inferSelect) {
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return enquiry.assignedToUserId === null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
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}
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function isOpportunityStatus(
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statusCode: string | undefined,
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enquiry: typeof crmEnquiries.$inferSelect
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) {
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return enquiry.assignedToUserId !== null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
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}
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async function loadScopedRows(
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organizationId: string,
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filters: NormalizedFilters
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) {
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const [enquiries, quotations] = await Promise.all([
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db
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.select()
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.from(crmEnquiries)
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.where(and(eq(crmEnquiries.organizationId, organizationId), isNull(crmEnquiries.deletedAt))),
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db
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.select()
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.from(crmQuotations)
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.where(and(eq(crmQuotations.organizationId, organizationId), isNull(crmQuotations.deletedAt)))
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]);
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return {
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enquiries: enquiries.filter((row) => matchesEnquiryFilters(row, filters)),
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quotations: quotations.filter((row) => matchesQuotationFilters(row, filters))
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};
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}
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function buildSummary(
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scopedEnquiries: Array<typeof crmEnquiries.$inferSelect>,
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scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
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statusMaps: StatusMaps
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): CrmDashboardSummary {
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const now = new Date();
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const leadRows = scopedEnquiries.filter((row) =>
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isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)
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);
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const opportunityRows = scopedEnquiries.filter((row) =>
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isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)
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);
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const leadAges = leadRows.map((row) => (now.getTime() - row.createdAt.getTime()) / (1000 * 60 * 60 * 24));
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const quotationStatusCodes = scopedQuotations.map((row) => statusMaps.quotationStatusById.get(row.status) ?? '');
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return {
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lead: {
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leadCount: leadRows.length,
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newLeads: leadRows.length,
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unassignedLeads: leadRows.length,
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averageLeadAgingDays: average(leadAges)
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},
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opportunity: {
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opportunityCount: opportunityRows.length,
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openOpportunities: opportunityRows.length,
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hotOpportunities: opportunityRows.filter((row) => row.isHotProject).length,
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opportunityValue: round2(opportunityRows.reduce((sum, row) => sum + (row.estimatedValue ?? 0), 0))
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},
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quotation: {
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draftQuotations: quotationStatusCodes.filter((code) => code === 'draft').length,
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pendingApproval: quotationStatusCodes.filter((code) => code === 'pending_approval').length,
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approvedQuotations: quotationStatusCodes.filter((code) => code === 'approved').length,
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sentQuotations: quotationStatusCodes.filter((code) => code === 'sent').length
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},
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revenue: {
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quotationValue: round2(
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scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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),
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wonValue: round2(
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scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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),
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lostValue: round2(
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scopedQuotations
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.filter((row) =>
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['lost', 'rejected'].includes(statusMaps.quotationStatusById.get(row.status) ?? '')
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)
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.reduce((sum, row) => sum + row.totalAmount, 0)
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)
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}
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};
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}
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function buildFunnel(
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summary: CrmDashboardSummary,
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scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
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statusMaps: StatusMaps
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): CrmDashboardFunnelStep[] {
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const steps = [
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{
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key: 'lead',
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label: 'Lead',
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count: summary.lead.leadCount,
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value: 0
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},
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{
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key: 'opportunity',
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label: 'Opportunity',
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count: summary.opportunity.opportunityCount,
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value: summary.opportunity.opportunityValue
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},
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{
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key: 'quotation',
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label: 'Quotation',
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count: scopedQuotations.filter(
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(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled'
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).length,
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value: scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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},
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{
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key: 'pending_approval',
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label: 'Pending Approval',
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count: scopedQuotations.filter(
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(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval'
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).length,
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value: scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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},
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{
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key: 'approved',
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label: 'Approved',
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count: scopedQuotations.filter(
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(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved'
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).length,
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value: scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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},
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{
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key: 'closed_won',
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label: 'Closed Won',
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count: scopedQuotations.filter(
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(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted'
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).length,
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value: scopedQuotations
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.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
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.reduce((sum, row) => sum + row.totalAmount, 0)
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}
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];
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return steps.map((step, index) => ({
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...step,
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value: round2(step.value),
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conversionRate:
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index === 0 || steps[index - 1].count === 0
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? null
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: round2((step.count / steps[index - 1].count) * 100)
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}));
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}
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async function buildRevenueAnalytics(
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organizationId: string,
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filters: NormalizedFilters
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) {
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const revenueFilters = {
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dateFrom: filters.dateFrom,
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dateTo: filters.dateTo,
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...(filters.branch ? { branch: filters.branch } : {}),
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...(filters.salesman ? { salesman: filters.salesman } : {}),
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...(filters.productType ? { quotationType: filters.productType } : {})
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};
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const [
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endCustomers,
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billingCustomers,
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contractors,
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consultants,
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wonEnd,
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wonBilling,
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wonContractor,
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wonConsultant
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] = await Promise.all([
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getRevenueByEndCustomer(organizationId, revenueFilters),
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getRevenueByBillingCustomer(organizationId, revenueFilters),
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getRevenueByContractor(organizationId, revenueFilters),
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getRevenueByConsultant(organizationId, revenueFilters),
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getRevenueByEndCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
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getRevenueByBillingCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
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getRevenueByContractor(organizationId, { ...revenueFilters, status: 'accepted' }),
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getRevenueByConsultant(organizationId, { ...revenueFilters, status: 'accepted' })
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]);
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function withWonRevenue(
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rows: Awaited<ReturnType<typeof getRevenueByEndCustomer>>,
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wonRows: Awaited<ReturnType<typeof getRevenueByEndCustomer>>
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): CrmDashboardRevenueRow[] {
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const wonMap = new Map(wonRows.map((row) => [row.customerId, row.revenue]));
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return rows.slice(0, 5).map((row) => ({
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customerId: row.customerId,
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customerCode: row.customerCode,
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customerName: row.customerName,
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roleCode: row.roleCode,
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revenue: row.revenue,
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quotationCount: row.quotationCount,
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wonRevenue: wonMap.get(row.customerId) ?? 0
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}));
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}
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return {
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topEndCustomers: withWonRevenue(endCustomers, wonEnd),
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topBillingCustomers: withWonRevenue(billingCustomers, wonBilling),
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topContractors: withWonRevenue(contractors, wonContractor),
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topConsultants: withWonRevenue(consultants, wonConsultant)
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};
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}
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async function buildSalesRanking(
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scopedEnquiries: Array<typeof crmEnquiries.$inferSelect>,
|
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scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
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statusMaps: StatusMaps
|
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): Promise<CrmDashboardSalesRankingRow[]> {
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const userIds = [
|
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...new Set(
|
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[
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...scopedEnquiries.map((row) => row.assignedToUserId).filter(Boolean),
|
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...scopedQuotations.map((row) => row.salesmanId).filter(Boolean)
|
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] as string[]
|
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)
|
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];
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const salesUsers = userIds.length
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? await db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, userIds))
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: [];
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const userMap = new Map(salesUsers.map((row) => [row.id, row.name]));
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const rankingMap = new Map<string, CrmDashboardSalesRankingRow>();
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|
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for (const row of scopedEnquiries) {
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if (!row.assignedToUserId) continue;
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const current =
|
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rankingMap.get(row.assignedToUserId) ??
|
||||
{
|
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salesPersonId: row.assignedToUserId,
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salesPersonName: userMap.get(row.assignedToUserId) ?? 'Unknown',
|
||||
leadCount: 0,
|
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opportunityCount: 0,
|
||||
quotationCount: 0,
|
||||
approvedQuotations: 0,
|
||||
wonRevenue: 0,
|
||||
conversionRate: 0
|
||||
};
|
||||
|
||||
if (isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
|
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current.leadCount += 1;
|
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}
|
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|
||||
if (isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
|
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current.opportunityCount += 1;
|
||||
}
|
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|
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rankingMap.set(row.assignedToUserId, current);
|
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}
|
||||
|
||||
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<CrmDashboardFollowupRow>((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<CrmDashboardFollowupRow>((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<CrmDashboardHotProjectRow[]> {
|
||||
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<CrmDashboardResponse> {
|
||||
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
|
||||
};
|
||||
}
|
||||
Reference in New Issue
Block a user