taks-d.2.1
This commit is contained in:
phaichayon
341
src/features/crm/reporting/server/service.ts
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341
src/features/crm/reporting/server/service.ts
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import {
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and,
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asc,
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eq,
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gte,
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ilike,
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inArray,
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isNull,
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lte,
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ne,
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or,
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type SQL
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} from 'drizzle-orm';
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import {
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crmCustomers,
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crmEnquiryCustomers,
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crmQuotationCustomers,
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crmQuotations
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} from '@/db/schema';
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import { db } from '@/lib/db';
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import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
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import {
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PROJECT_PARTY_OPTION_CATEGORY,
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resolveProjectPartyRole
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} from '@/features/crm/shared/project-party';
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import type { RevenueAttributionFilters, RevenueAttributionSummary } from './types';
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type SupportedRevenueRole = 'end_customer' | 'billing_customer' | 'contractor' | 'consultant';
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interface NormalizedProjectParty {
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customerId: string;
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roleCode: string;
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}
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function splitFilterValue(value?: string) {
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return value
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?.split(',')
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.map((item) => item.trim())
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.filter(Boolean) ?? [];
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}
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function buildRevenueAttributionFilters(
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organizationId: string,
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filters: RevenueAttributionFilters
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): SQL[] {
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const statuses = splitFilterValue(filters.status);
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const quotationTypes = splitFilterValue(filters.quotationType);
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const branches = splitFilterValue(filters.branch);
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const customers = splitFilterValue(filters.customer);
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const enquiries = splitFilterValue(filters.enquiry);
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return [
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eq(crmQuotations.organizationId, organizationId),
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isNull(crmQuotations.deletedAt),
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...(statuses.length
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? [inArray(crmQuotations.status, statuses)]
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: filters.includeCancelled
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? []
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: [ne(crmQuotations.status, 'cancelled')]),
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...(quotationTypes.length ? [inArray(crmQuotations.quotationType, quotationTypes)] : []),
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...(branches.length ? [inArray(crmQuotations.branchId, branches)] : []),
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...(customers.length ? [inArray(crmQuotations.customerId, customers)] : []),
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...(enquiries.length ? [inArray(crmQuotations.enquiryId, enquiries)] : []),
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...(filters.hot === 'true' ? [eq(crmQuotations.isHotProject, true)] : []),
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...(filters.hot === 'false' ? [eq(crmQuotations.isHotProject, false)] : []),
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...(filters.quotationDateFrom ? [gte(crmQuotations.quotationDate, new Date(filters.quotationDateFrom))] : []),
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...(filters.quotationDateTo ? [lte(crmQuotations.quotationDate, new Date(filters.quotationDateTo))] : []),
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...(filters.search
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? [
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or(
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ilike(crmQuotations.code, `%${filters.search}%`),
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ilike(crmQuotations.projectName, `%${filters.search}%`),
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ilike(crmQuotations.projectLocation, `%${filters.search}%`),
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ilike(crmQuotations.reference, `%${filters.search}%`),
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ilike(crmQuotations.competitor, `%${filters.search}%`)
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)!
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]
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: [])
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];
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}
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function normalizeParties(
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rows: Array<{ customerId: string; role: string }>,
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roleOptions: Awaited<ReturnType<typeof getActiveOptionsByCategory>>
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) {
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const normalized: NormalizedProjectParty[] = [];
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const seen = new Set<string>();
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for (const row of rows) {
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const resolvedRole = resolveProjectPartyRole(roleOptions, row.role);
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if (!resolvedRole) {
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continue;
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}
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const key = `${row.customerId}::${resolvedRole.code}`;
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if (seen.has(key)) {
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continue;
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}
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seen.add(key);
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normalized.push({
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customerId: row.customerId,
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roleCode: resolvedRole.code
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});
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}
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return normalized;
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}
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function groupNormalizedParties<TGroupKey extends string>(
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rows: Array<{ groupKey: TGroupKey; customerId: string; role: string }>,
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roleOptions: Awaited<ReturnType<typeof getActiveOptionsByCategory>>
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) {
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const grouped = new Map<TGroupKey, Array<{ customerId: string; role: string }>>();
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for (const row of rows) {
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const existing = grouped.get(row.groupKey) ?? [];
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existing.push({
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customerId: row.customerId,
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role: row.role
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});
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grouped.set(row.groupKey, existing);
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}
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return new Map(
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[...grouped.entries()].map(([groupKey, groupRows]) => [
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groupKey,
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normalizeParties(groupRows, roleOptions)
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])
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);
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}
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function pickAttributedParties(
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roleCode: SupportedRevenueRole,
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quotationParties: NormalizedProjectParty[],
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enquiryParties: NormalizedProjectParty[]
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) {
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const authoritativeParties = quotationParties.length > 0 ? quotationParties : enquiryParties;
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if (roleCode === 'end_customer') {
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const endCustomers = authoritativeParties.filter((party) => party.roleCode === 'end_customer');
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if (endCustomers.length > 0) {
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return endCustomers;
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}
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return authoritativeParties.filter((party) => party.roleCode === 'billing_customer');
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}
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return authoritativeParties.filter((party) => party.roleCode === roleCode);
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}
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async function getRevenueByRole(
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organizationId: string,
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roleCode: SupportedRevenueRole,
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filters: RevenueAttributionFilters = {}
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): Promise<RevenueAttributionSummary[]> {
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const whereFilters = buildRevenueAttributionFilters(organizationId, filters);
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const where = whereFilters.length === 1 ? whereFilters[0] : and(...whereFilters);
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const quotations = await db
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.select({
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id: crmQuotations.id,
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enquiryId: crmQuotations.enquiryId,
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totalAmount: crmQuotations.totalAmount
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})
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.from(crmQuotations)
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.where(where)
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.orderBy(asc(crmQuotations.quotationDate), asc(crmQuotations.code));
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if (quotations.length === 0) {
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return [];
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}
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const quotationIds = quotations.map((quotation) => quotation.id);
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const enquiryIds = [...new Set(quotations.map((quotation) => quotation.enquiryId).filter(Boolean))] as string[];
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const [roleOptions, quotationParties, enquiryParties] = await Promise.all([
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getActiveOptionsByCategory(PROJECT_PARTY_OPTION_CATEGORY, { organizationId }),
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db
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.select({
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quotationId: crmQuotationCustomers.quotationId,
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customerId: crmQuotationCustomers.customerId,
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role: crmQuotationCustomers.role
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})
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.from(crmQuotationCustomers)
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.where(
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and(
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eq(crmQuotationCustomers.organizationId, organizationId),
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inArray(crmQuotationCustomers.quotationId, quotationIds),
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isNull(crmQuotationCustomers.deletedAt)
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)
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),
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enquiryIds.length
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? db
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.select({
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enquiryId: crmEnquiryCustomers.enquiryId,
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customerId: crmEnquiryCustomers.customerId,
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role: crmEnquiryCustomers.role
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})
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.from(crmEnquiryCustomers)
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.where(
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and(
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eq(crmEnquiryCustomers.organizationId, organizationId),
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inArray(crmEnquiryCustomers.enquiryId, enquiryIds),
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isNull(crmEnquiryCustomers.deletedAt)
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)
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)
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: []
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]);
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const quotationPartyMap = groupNormalizedParties(
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quotationParties.map((row) => ({
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groupKey: row.quotationId,
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customerId: row.customerId,
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role: row.role
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})),
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roleOptions
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);
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const enquiryPartyMap = groupNormalizedParties(
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enquiryParties.map((row) => ({
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groupKey: row.enquiryId,
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customerId: row.customerId,
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role: row.role
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})),
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roleOptions
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);
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const attributedCustomerIds = new Set<string>();
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const attributionByQuotation = new Map<string, NormalizedProjectParty[]>();
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for (const quotation of quotations) {
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const attributedParties = pickAttributedParties(
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roleCode,
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quotationPartyMap.get(quotation.id) ?? [],
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quotation.enquiryId ? (enquiryPartyMap.get(quotation.enquiryId) ?? []) : []
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);
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attributionByQuotation.set(quotation.id, attributedParties);
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for (const party of attributedParties) {
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attributedCustomerIds.add(party.customerId);
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}
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}
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if (attributedCustomerIds.size === 0) {
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return [];
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}
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const customers = await db
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.select({
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id: crmCustomers.id,
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code: crmCustomers.code,
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name: crmCustomers.name
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})
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.from(crmCustomers)
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.where(
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and(
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eq(crmCustomers.organizationId, organizationId),
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inArray(crmCustomers.id, [...attributedCustomerIds]),
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isNull(crmCustomers.deletedAt)
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)
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);
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const customerMap = new Map(customers.map((customer) => [customer.id, customer]));
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const summaryMap = new Map<string, RevenueAttributionSummary>();
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for (const quotation of quotations) {
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const attributedParties = attributionByQuotation.get(quotation.id) ?? [];
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for (const party of attributedParties) {
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const customer = customerMap.get(party.customerId);
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if (!customer) {
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continue;
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}
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const existing = summaryMap.get(customer.id);
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if (existing) {
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existing.revenue += quotation.totalAmount;
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if (!existing.quotationIds.includes(quotation.id)) {
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existing.quotationIds.push(quotation.id);
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existing.quotationCount += 1;
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}
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continue;
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}
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summaryMap.set(customer.id, {
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customerId: customer.id,
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customerCode: customer.code,
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customerName: customer.name,
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roleCode,
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revenue: quotation.totalAmount,
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quotationCount: 1,
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quotationIds: [quotation.id]
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});
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}
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}
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return [...summaryMap.values()].sort((a, b) => {
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if (b.revenue !== a.revenue) {
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return b.revenue - a.revenue;
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}
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return a.customerName.localeCompare(b.customerName);
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});
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}
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export async function getRevenueByEndCustomer(
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organizationId: string,
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filters: RevenueAttributionFilters = {}
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) {
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return getRevenueByRole(organizationId, 'end_customer', filters);
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}
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export async function getRevenueByBillingCustomer(
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organizationId: string,
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filters: RevenueAttributionFilters = {}
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) {
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return getRevenueByRole(organizationId, 'billing_customer', filters);
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}
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export async function getRevenueByContractor(
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organizationId: string,
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filters: RevenueAttributionFilters = {}
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) {
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return getRevenueByRole(organizationId, 'contractor', filters);
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}
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export async function getRevenueByConsultant(
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organizationId: string,
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filters: RevenueAttributionFilters = {}
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) {
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return getRevenueByRole(organizationId, 'consultant', filters);
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}
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22
src/features/crm/reporting/server/types.ts
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22
src/features/crm/reporting/server/types.ts
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@@ -0,0 +1,22 @@
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export interface RevenueAttributionFilters {
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search?: string;
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status?: string;
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quotationType?: string;
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branch?: string;
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customer?: string;
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enquiry?: string;
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hot?: string;
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quotationDateFrom?: string | null;
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quotationDateTo?: string | null;
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includeCancelled?: boolean;
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}
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export interface RevenueAttributionSummary {
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customerId: string;
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customerCode: string;
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customerName: string;
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roleCode: string;
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revenue: number;
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quotationCount: number;
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quotationIds: string[];
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}
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