task-k.2

src/app/api/crm/reports/enquiry-aging/route.ts

@@ -0,0 +1,34 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { resolveCrmAccess } from '@/features/crm/reports/server/context';
+import { parseSharedReportFilters } from '@/features/crm/reports/server/filters/shared';
+import { getCrmEnquiryAgingReportResponse } from '@/features/crm/reports/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
+
+export async function GET(request: NextRequest) {
+  try {
+    const { organization, session, membership } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmReportRead
+    });
+
+    return NextResponse.json(
+      await getCrmEnquiryAgingReportResponse(
+        resolveCrmAccess({
+          organizationId: organization.id,
+          userId: session.user.id,
+          membership
+        }),
+        parseSharedReportFilters(request.nextUrl.searchParams)
+      )
+    );
+  } catch (error) {
+    if (error instanceof AuthError) {
+      return NextResponse.json({ message: error.message }, { status: error.status });
+    }
+
+    return NextResponse.json(
+      { message: 'Unable to load CRM enquiry aging report' },
+      { status: 500 }
+    );
+  }
+}

src/app/api/crm/reports/export/route.ts

@@ -0,0 +1,205 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { resolveCrmAccess } from '@/features/crm/reports/server/context';
+import {
+  auditReportExport,
+  buildReportCsv,
+  buildReportExcel
+} from '@/features/crm/reports/server/exports/service';
+import { parseSharedReportFilters } from '@/features/crm/reports/server/filters/shared';
+import {
+  getCrmEnquiryAgingReportResponse,
+  getCrmLeadAgingReportResponse,
+  getCrmPipelineReportResponse
+} from '@/features/crm/reports/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
+
+function buildExportRows(input: {
+  reportCode: string;
+  pipeline?: Awaited<ReturnType<typeof getCrmPipelineReportResponse>>;
+  leadAging?: Awaited<ReturnType<typeof getCrmLeadAgingReportResponse>>;
+  enquiryAging?: Awaited<ReturnType<typeof getCrmEnquiryAgingReportResponse>>;
+}) {
+  switch (input.reportCode) {
+    case 'lead_pipeline':
+      return [
+        ['Lead Source', 'Customer Owner', 'Created By', 'Branch', 'Product Type', 'Total Leads', 'New Leads', 'Assigned Leads', 'Unassigned Leads', 'Converted Leads'],
+        ...(input.pipeline?.leadPipeline ?? []).map((row) => [
+          row.leadSourceLabel,
+          row.customerOwnerName,
+          row.createdByName,
+          row.branchLabel,
+          row.productTypeLabel,
+          String(row.totalLeads),
+          String(row.newLeads),
+          String(row.assignedLeads),
+          String(row.unassignedLeads),
+          String(row.convertedLeads)
+        ])
+      ];
+    case 'enquiry_pipeline':
+      return [
+        ['Salesman', 'Branch', 'Product Type', 'Customer Owner', 'Open Enquiries', 'Converted To Quotation', 'Won', 'Lost'],
+        ...(input.pipeline?.enquiryPipeline ?? []).map((row) => [
+          row.salesmanName,
+          row.branchLabel,
+          row.productTypeLabel,
+          row.customerOwnerName,
+          String(row.openEnquiries),
+          String(row.convertedToQuotation),
+          String(row.won),
+          String(row.lost)
+        ])
+      ];
+    case 'lead_conversion':
+      return [
+        ['Lead Source', 'Branch', 'Product Type', 'Marketing User', 'Total Leads', 'Converted Enquiries', 'Conversion Rate %'],
+        ...(input.pipeline?.leadConversion ?? []).map((row) => [
+          row.leadSourceLabel,
+          row.branchLabel,
+          row.productTypeLabel,
+          row.marketingUserName,
+          String(row.totalLeads),
+          String(row.convertedEnquiries),
+          String(row.conversionRate)
+        ])
+      ];
+    case 'enquiry_conversion':
+      return [
+        ['Salesman', 'Branch', 'Product Type', 'Total Enquiries', 'Enquiries With Quotation', 'Conversion Rate %'],
+        ...(input.pipeline?.enquiryConversion ?? []).map((row) => [
+          row.salesmanName,
+          row.branchLabel,
+          row.productTypeLabel,
+          String(row.totalEnquiries),
+          String(row.enquiriesWithQuotation),
+          String(row.conversionRate)
+        ])
+      ];
+    case 'pipeline_funnel':
+      return [
+        ['Stage', 'Count', 'Value', 'Conversion Rate %'],
+        ...(input.pipeline?.funnel ?? []).map((row) => [
+          row.stageLabel,
+          String(row.count),
+          row.value === null ? '' : String(row.value),
+          row.conversionRate === null ? '' : String(row.conversionRate)
+        ])
+      ];
+    case 'lead_aging':
+      return [
+        ['Lead Number', 'Customer', 'Assigned User', 'Created Date', 'Aging Days'],
+        ...(input.leadAging?.rows ?? []).map((row) => [
+          row.leadCode,
+          row.customerName,
+          row.assignedUserName ?? '',
+          row.createdDate,
+          String(row.agingDays)
+        ])
+      ];
+    case 'enquiry_aging':
+      return [
+        ['Enquiry No', 'Customer', 'Salesman', 'Last Follow-Up', 'Aging Days'],
+        ...(input.enquiryAging?.rows ?? []).map((row) => [
+          row.enquiryCode,
+          row.customerName,
+          row.salesmanName ?? '',
+          row.lastFollowupDate ?? '',
+          String(row.agingDays)
+        ])
+      ];
+    default:
+      return null;
+  }
+}
+
+function getRecordCount(input: {
+  reportCode: string;
+  pipeline?: Awaited<ReturnType<typeof getCrmPipelineReportResponse>>;
+  leadAging?: Awaited<ReturnType<typeof getCrmLeadAgingReportResponse>>;
+  enquiryAging?: Awaited<ReturnType<typeof getCrmEnquiryAgingReportResponse>>;
+}) {
+  switch (input.reportCode) {
+    case 'lead_pipeline':
+      return input.pipeline?.leadPipeline.length ?? 0;
+    case 'enquiry_pipeline':
+      return input.pipeline?.enquiryPipeline.length ?? 0;
+    case 'lead_conversion':
+      return input.pipeline?.leadConversion.length ?? 0;
+    case 'enquiry_conversion':
+      return input.pipeline?.enquiryConversion.length ?? 0;
+    case 'pipeline_funnel':
+      return input.pipeline?.funnel.length ?? 0;
+    case 'lead_aging':
+      return input.leadAging?.rows.length ?? 0;
+    case 'enquiry_aging':
+      return input.enquiryAging?.rows.length ?? 0;
+    default:
+      return 0;
+  }
+}
+
+export async function GET(request: NextRequest) {
+  try {
+    const { organization, session, membership } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmReportExport
+    });
+    const reportCode = request.nextUrl.searchParams.get('reportCode') ?? '';
+    const format = request.nextUrl.searchParams.get('format') === 'xls' ? 'xls' : 'csv';
+    const filters = parseSharedReportFilters(request.nextUrl.searchParams);
+    const context = resolveCrmAccess({
+      organizationId: organization.id,
+      userId: session.user.id,
+      membership
+    });
+
+    const pipelineCodes = new Set([
+      'lead_pipeline',
+      'enquiry_pipeline',
+      'lead_conversion',
+      'enquiry_conversion',
+      'pipeline_funnel'
+    ]);
+    const pipeline = pipelineCodes.has(reportCode)
+      ? await getCrmPipelineReportResponse(context, filters)
+      : undefined;
+    const leadAging =
+      reportCode === 'lead_aging' ? await getCrmLeadAgingReportResponse(context, filters) : undefined;
+    const enquiryAging =
+      reportCode === 'enquiry_aging'
+        ? await getCrmEnquiryAgingReportResponse(context, filters)
+        : undefined;
+    const rows = buildExportRows({ reportCode, pipeline, leadAging, enquiryAging });
+
+    if (!rows) {
+      return NextResponse.json({ message: 'Unsupported report code' }, { status: 400 });
+    }
+
+    const body = format === 'xls' ? buildReportExcel(rows) : buildReportCsv(rows);
+    const extension = format === 'xls' ? 'xls' : 'csv';
+    const contentType =
+      format === 'xls' ? 'application/vnd.ms-excel; charset=utf-8' : 'text/csv; charset=utf-8';
+
+    await auditReportExport({
+      organizationId: organization.id,
+      userId: session.user.id,
+      reportCode,
+      format,
+      filters: { ...filters },
+      recordCount: getRecordCount({ reportCode, pipeline, leadAging, enquiryAging })
+    });
+
+    return new NextResponse(body, {
+      headers: {
+        'Content-Type': contentType,
+        'Content-Disposition': `attachment; filename="crm-report-${reportCode}.${extension}"`
+      }
+    });
+  } catch (error) {
+    if (error instanceof AuthError) {
+      return NextResponse.json({ message: error.message }, { status: error.status });
+    }
+
+    return NextResponse.json({ message: 'Unable to export CRM report' }, { status: 500 });
+  }
+}

src/app/api/crm/reports/lead-aging/route.ts

@@ -0,0 +1,31 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { resolveCrmAccess } from '@/features/crm/reports/server/context';
+import { parseSharedReportFilters } from '@/features/crm/reports/server/filters/shared';
+import { getCrmLeadAgingReportResponse } from '@/features/crm/reports/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
+
+export async function GET(request: NextRequest) {
+  try {
+    const { organization, session, membership } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmReportRead
+    });
+
+    return NextResponse.json(
+      await getCrmLeadAgingReportResponse(
+        resolveCrmAccess({
+          organizationId: organization.id,
+          userId: session.user.id,
+          membership
+        }),
+        parseSharedReportFilters(request.nextUrl.searchParams)
+      )
+    );
+  } catch (error) {
+    if (error instanceof AuthError) {
+      return NextResponse.json({ message: error.message }, { status: error.status });
+    }
+
+    return NextResponse.json({ message: 'Unable to load CRM lead aging report' }, { status: 500 });
+  }
+}

src/app/api/crm/reports/pipeline/route.ts

@@ -0,0 +1,31 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { resolveCrmAccess } from '@/features/crm/reports/server/context';
+import { parseSharedReportFilters } from '@/features/crm/reports/server/filters/shared';
+import { getCrmPipelineReportResponse } from '@/features/crm/reports/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
+
+export async function GET(request: NextRequest) {
+  try {
+    const { organization, session, membership } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmReportRead
+    });
+
+    return NextResponse.json(
+      await getCrmPipelineReportResponse(
+        resolveCrmAccess({
+          organizationId: organization.id,
+          userId: session.user.id,
+          membership
+        }),
+        parseSharedReportFilters(request.nextUrl.searchParams)
+      )
+    );
+  } catch (error) {
+    if (error instanceof AuthError) {
+      return NextResponse.json({ message: error.message }, { status: error.status });
+    }
+
+    return NextResponse.json({ message: 'Unable to load CRM pipeline report' }, { status: 500 });
+  }
+}