task-k.2

docs/implementation/task-k2-pipeline-reports.md

@@ -0,0 +1,65 @@
+# Task K.2 Pipeline Reports
+
+## Delivered
+
+- Added production CRM report APIs for:
+  - `GET /api/crm/reports/pipeline`
+  - `GET /api/crm/reports/lead-aging`
+  - `GET /api/crm/reports/enquiry-aging`
+  - `GET /api/crm/reports/export`
+- Added production CRM report pages:
+  - `/dashboard/crm/reports/pipeline`
+  - `/dashboard/crm/reports/lead-aging`
+  - `/dashboard/crm/reports/enquiry-aging`
+- Added shared dataset layer at `src/features/crm/reports/server/datasets/pipeline-report.dataset.ts`
+- Extended report query contracts, React Query keys, and API client services for the new report suite
+- Added report export support for CSV and Excel with scoped security enforcement
+- Added audit logging for:
+  - `view_pipeline_report`
+  - `export_pipeline_report_csv`
+  - `export_pipeline_report_excel`
+- Extended CRM report definitions seed with:
+  - `lead_pipeline`
+  - `lead_aging`
+  - `enquiry_pipeline`
+  - `enquiry_aging`
+  - `pipeline_funnel`
+  - `lead_conversion`
+  - `enquiry_conversion`
+- Added report navigation entries under CRM side menu and report catalog deep links
+
+## Security and Scope
+
+- Report data is filtered by:
+  - organization
+  - branch scope
+  - product scope
+  - own-record scope for `ownershipScope = own`
+- Revenue-like funnel values are hidden when the user does not have quotation pricing visibility
+- Export uses the same filter contract and resolved access context as on-screen reports
+
+## Report Coverage
+
+- Pipeline suite page includes:
+  - Lead Pipeline
+  - Enquiry Pipeline
+  - Lead to Enquiry Conversion
+  - Enquiry to Quotation Conversion
+  - Pipeline Funnel
+- Lead Aging page includes bucket summary and drill-down rows
+- Enquiry Aging page includes bucket summary and drill-down rows with last follow-up visibility
+
+## Verification
+
+- `npx tsc --noEmit`
+  - passed
+- `npx oxlint src/features/crm/reports src/app/api/crm/reports src/app/dashboard/crm/reports src/config/nav-config.ts`
+  - passed
+- `npm run lint`
+  - still fails because of pre-existing repository-wide lint issues outside Task K.2 scope
+
+## Notes
+
+- Lead reporting is derived from the frozen lifecycle stored on `crm_enquiries`
+- Lead conversion is treated as progression beyond `lead` stage or assignment into active sales handling
+- Enquiry to quotation conversion is derived from `crm_quotations.enquiry_id`

drizzle/0019_sleepy_ultron.sql

@@ -0,0 +1,14 @@
+CREATE TABLE "crm_report_definitions" (
+	"id" text PRIMARY KEY NOT NULL,
+	"organization_id" text NOT NULL,
+	"code" text NOT NULL,
+	"name" text NOT NULL,
+	"description" text,
+	"category" text NOT NULL,
+	"is_system" boolean DEFAULT true NOT NULL,
+	"is_active" boolean DEFAULT true NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX "crm_report_definitions_org_code_idx" ON "crm_report_definitions" USING btree ("organization_id","code");

drizzle/meta/_journal.json

@@ -134,6 +134,13 @@
       "when": 1782799200000,
       "tag": "0018_report_foundation",
       "breakpoints": true
+    },
+    {
+      "idx": 19,
+      "version": "7",
+      "when": 1782137095907,
+      "tag": "0019_sleepy_ultron",
+      "breakpoints": true
     }
   ]
 }

plans/task-k.2.md

@@ -0,0 +1,549 @@
+# Task K.2: Pipeline Reports
+
+## Objective
+
+Deliver the first production report suite for CRM by providing operational visibility into:
+
+* Leads
+* Enquiries
+* Quotation Conversion
+* Pipeline Aging
+
+using the Report Foundation built in Task K.1.
+
+---
+
+# Background
+
+Completed:
+
+* Lead / Enquiry Ownership Model (D.3)
+* Lead / Enquiry Navigation Separation (D.3.1)
+* Won / Lost Governance (D.4)
+* Dashboard KPI (J)
+* Report Foundation (K.1)
+
+Pipeline lifecycle is frozen as:
+
+```txt
+Lead
+→ Enquiry
+→ Quotation
+→ Closed Won
+→ Closed Lost
+```
+
+Task K.2 builds reporting on top of this lifecycle.
+
+---
+
+# Scope K2.1 Lead Pipeline Report
+
+Add:
+
+```txt
+Lead Pipeline Report
+```
+
+Purpose:
+
+Marketing visibility.
+
+Metrics:
+
+```txt
+Total Leads
+New Leads
+Assigned Leads
+Unassigned Leads
+Converted Leads
+```
+
+Dimensions:
+
+```txt
+Lead Source
+Customer Owner
+Created By
+Branch
+Product Type
+```
+
+Filters:
+
+```txt
+Date Range
+Lead Source
+Branch
+Product Type
+Customer Owner
+```
+
+---
+
+# Scope K2.2 Lead Aging Report
+
+Purpose:
+
+Identify stagnant leads.
+
+Metrics:
+
+```txt
+Lead Count
+Average Aging Days
+Maximum Aging Days
+```
+
+Buckets:
+
+```txt
+0-7 Days
+8-14 Days
+15-30 Days
+31-60 Days
+60+ Days
+```
+
+Drill-down:
+
+```txt
+Lead Number
+Customer
+Assigned User
+Created Date
+Aging Days
+```
+
+---
+
+# Scope K2.3 Enquiry Pipeline Report
+
+Purpose:
+
+Sales pipeline visibility.
+
+Metrics:
+
+```txt
+Open Enquiries
+Converted To Quotation
+Won
+Lost
+```
+
+Dimensions:
+
+```txt
+Salesman
+Branch
+Product Type
+Customer Owner
+```
+
+Filters:
+
+```txt
+Date Range
+Salesman
+Branch
+Product Type
+```
+
+---
+
+# Scope K2.4 Enquiry Aging Report
+
+Purpose:
+
+Identify stalled opportunities.
+
+Metrics:
+
+```txt
+Open Enquiries
+Average Aging
+Maximum Aging
+```
+
+Buckets:
+
+```txt
+0-14 Days
+15-30 Days
+31-60 Days
+60+ Days
+```
+
+Drill-down:
+
+```txt
+Enquiry No
+Customer
+Salesman
+Last Follow-Up
+Aging Days
+```
+
+---
+
+# Scope K2.5 Lead → Enquiry Conversion Report
+
+Purpose:
+
+Marketing effectiveness.
+
+Formula:
+
+```txt
+Converted Enquiries
+/
+Total Leads
+```
+
+Show:
+
+```txt
+Conversion Rate %
+```
+
+Dimensions:
+
+```txt
+Lead Source
+Branch
+Product Type
+Marketing User
+```
+
+---
+
+# Scope K2.6 Enquiry → Quotation Conversion Report
+
+Purpose:
+
+Sales effectiveness.
+
+Formula:
+
+```txt
+Enquiries With Quotation
+/
+Total Enquiries
+```
+
+Dimensions:
+
+```txt
+Salesman
+Branch
+Product Type
+```
+
+---
+
+# Scope K2.7 Pipeline Funnel Report
+
+Add dedicated report.
+
+Stages:
+
+```txt
+Lead
+Enquiry
+Quotation
+Closed Won
+Closed Lost
+```
+
+Show:
+
+```txt
+Count
+Value
+Conversion %
+```
+
+Support:
+
+```txt
+Date Range
+Branch
+Product Type
+Salesman
+```
+
+---
+
+# Scope K2.8 Pipeline Detail Dataset
+
+Create reusable dataset:
+
+```txt
+pipeline-report.dataset.ts
+```
+
+Shared by:
+
+```txt
+Lead Report
+Enquiry Report
+Funnel Report
+```
+
+No duplicate SQL.
+
+---
+
+# Scope K2.9 Report Pages
+
+Add:
+
+```txt
+/dashboard/crm/reports/pipeline
+/dashboard/crm/reports/lead-aging
+/dashboard/crm/reports/enquiry-aging
+```
+
+Use:
+
+```txt
+Report Foundation
+Shared Filters
+Export Foundation
+```
+
+from K.1
+
+---
+
+# Scope K2.10 Export Support
+
+All Pipeline Reports support:
+
+```txt
+CSV
+Excel
+```
+
+Exports must respect:
+
+```txt
+ResolvedReportContext
+CRM Authorization
+Branch Scope
+Product Scope
+Ownership Scope
+```
+
+---
+
+# Scope K2.11 Security
+
+Marketing:
+
+Can see:
+
+```txt
+Lead Reports
+Pipeline Reports
+Outcome Summary
+```
+
+Cannot see:
+
+```txt
+Quotation Pricing
+Revenue Values
+```
+
+---
+
+Sales:
+
+Can see:
+
+```txt
+Own / Scoped Pipeline
+```
+
+---
+
+Managers:
+
+Can see:
+
+```txt
+Team Pipeline
+```
+
+---
+
+CRM Admin:
+
+Can see:
+
+```txt
+Organization-wide Pipeline
+```
+
+---
+
+# Scope K2.12 Audit Logging
+
+Entity:
+
+```txt
+crm_report
+```
+
+Actions:
+
+```txt
+view_pipeline_report
+export_pipeline_report_csv
+export_pipeline_report_excel
+```
+
+Payload:
+
+```txt
+reportCode
+filters
+recordCount
+```
+
+---
+
+# Scope K2.13 Report Definitions
+
+Register:
+
+```txt
+lead_pipeline
+lead_aging
+enquiry_pipeline
+enquiry_aging
+pipeline_funnel
+lead_conversion
+enquiry_conversion
+```
+
+in:
+
+```txt
+crm_report_definitions
+```
+
+---
+
+# Verification
+
+Scenario 1
+
+```txt
+Lead
+→ Assign
+→ Enquiry
+```
+
+Expected:
+
+```txt
+Lead Conversion Report updates
+```
+
+---
+
+Scenario 2
+
+```txt
+Enquiry
+→ Create Quotation
+```
+
+Expected:
+
+```txt
+Quotation Conversion updates
+```
+
+---
+
+Scenario 3
+
+```txt
+Won
+Lost
+```
+
+Expected:
+
+```txt
+Pipeline Funnel updates
+```
+
+---
+
+Scenario 4
+
+Marketing User
+
+Expected:
+
+```txt
+No Revenue Values
+```
+
+---
+
+Scenario 5
+
+Sales User
+
+Expected:
+
+```txt
+Scoped Pipeline Only
+```
+
+---
+
+# Deliverables
+
+1. Lead Pipeline Report
+2. Lead Aging Report
+3. Enquiry Pipeline Report
+4. Enquiry Aging Report
+5. Conversion Reports
+6. Pipeline Funnel Report
+7. Shared Dataset Layer
+8. Export Support
+9. Security Enforcement
+10. Report Registration
+
+---
+
+# Definition of Done
+
+Task K.2 is complete when:
+
+* Lead reports work
+* Enquiry reports work
+* Funnel report works
+* Conversion reports work
+* Aging reports work
+* Export works
+* Security works
+* Audit logging works
+
+Result:
+
+```txt
+Marketing Pipeline Analytics = READY
+Sales Pipeline Analytics = READY
+
+Ready for:
+
+K.3 Outcome Analytics
+```

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 });
+  }
+}

src/app/dashboard/crm/reports/enquiry-aging/page.tsx

@@ -0,0 +1,72 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import { auth } from '@/auth';
+import PageContainer from '@/components/layout/page-container';
+import {
+  crmEnquiryAgingReportQueryOptions,
+  crmReportFiltersQueryOptions
+} from '@/features/crm/reports/api/queries';
+import { AgingReportView } from '@/features/crm/reports/components/aging-report-view';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+import type { SearchParams } from 'nuqs/server';
+
+export const metadata = {
+  title: 'CRM Enquiry Aging Report'
+};
+
+type PageProps = {
+  searchParams: Promise<SearchParams>;
+};
+
+function getFilterValue(value: string | string[] | undefined): string | null {
+  return typeof value === 'string' ? value : null;
+}
+
+export default async function CrmEnquiryAgingRoute(props: PageProps) {
+  const searchParams = await props.searchParams;
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportRead)));
+  const canExport =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportExport)));
+  const queryClient = getQueryClient();
+  const filters = {
+    dateFrom: getFilterValue(searchParams.dateFrom),
+    dateTo: getFilterValue(searchParams.dateTo),
+    branch: getFilterValue(searchParams.branch),
+    productType: getFilterValue(searchParams.productType),
+    sales: getFilterValue(searchParams.sales),
+    customerOwner: null,
+    leadSource: null
+  };
+
+  if (canRead) {
+    void queryClient.prefetchQuery(crmReportFiltersQueryOptions());
+    void queryClient.prefetchQuery(crmEnquiryAgingReportQueryOptions(filters));
+  }
+
+  return (
+    <PageContainer
+      pageTitle='Enquiry Aging Report'
+      pageDescription='Identify stalled enquiries that need follow-up or progression.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to CRM enquiry aging reports.
+        </div>
+      }
+    >
+      {canRead ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <AgingReportView variant='enquiry' canExport={canExport} />
+        </HydrationBoundary>
+      ) : null}
+    </PageContainer>
+  );
+}

src/app/dashboard/crm/reports/lead-aging/page.tsx

@@ -0,0 +1,72 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import { auth } from '@/auth';
+import PageContainer from '@/components/layout/page-container';
+import {
+  crmLeadAgingReportQueryOptions,
+  crmReportFiltersQueryOptions
+} from '@/features/crm/reports/api/queries';
+import { AgingReportView } from '@/features/crm/reports/components/aging-report-view';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+import type { SearchParams } from 'nuqs/server';
+
+export const metadata = {
+  title: 'CRM Lead Aging Report'
+};
+
+type PageProps = {
+  searchParams: Promise<SearchParams>;
+};
+
+function getFilterValue(value: string | string[] | undefined): string | null {
+  return typeof value === 'string' ? value : null;
+}
+
+export default async function CrmLeadAgingRoute(props: PageProps) {
+  const searchParams = await props.searchParams;
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportRead)));
+  const canExport =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportExport)));
+  const queryClient = getQueryClient();
+  const filters = {
+    dateFrom: getFilterValue(searchParams.dateFrom),
+    dateTo: getFilterValue(searchParams.dateTo),
+    branch: getFilterValue(searchParams.branch),
+    productType: getFilterValue(searchParams.productType),
+    sales: null,
+    customerOwner: getFilterValue(searchParams.customerOwner),
+    leadSource: getFilterValue(searchParams.leadSource)
+  };
+
+  if (canRead) {
+    void queryClient.prefetchQuery(crmReportFiltersQueryOptions());
+    void queryClient.prefetchQuery(crmLeadAgingReportQueryOptions(filters));
+  }
+
+  return (
+    <PageContainer
+      pageTitle='Lead Aging Report'
+      pageDescription='Identify stagnant leads before they move deeper into the pipeline.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to CRM lead aging reports.
+        </div>
+      }
+    >
+      {canRead ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <AgingReportView variant='lead' canExport={canExport} />
+        </HydrationBoundary>
+      ) : null}
+    </PageContainer>
+  );
+}

src/app/dashboard/crm/reports/page.tsx

@@ -30,7 +30,7 @@ export default async function CrmReportsRoute() {
   return (
     <PageContainer
       pageTitle='CRM Reports'
-      pageDescription='Report center foundation, shared filters, and catalog for upcoming CRM analytics modules.'
+      pageDescription='CRM report center with production pipeline reports, aging views, and shared analytics filters.'
       access={canRead}
       accessFallback={
         <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>

src/app/dashboard/crm/reports/pipeline/page.tsx

@@ -0,0 +1,74 @@
+import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
+import { auth } from '@/auth';
+import PageContainer from '@/components/layout/page-container';
+import {
+  crmPipelineReportQueryOptions,
+  crmReportFiltersQueryOptions
+} from '@/features/crm/reports/api/queries';
+import { PipelineReportView } from '@/features/crm/reports/components/pipeline-report-view';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+import type { SearchParams } from 'nuqs/server';
+
+export const metadata = {
+  title: 'CRM Pipeline Reports'
+};
+
+type PageProps = {
+  searchParams: Promise<SearchParams>;
+};
+
+function getFilterValue(
+  value: string | string[] | undefined
+): string | null {
+  return typeof value === 'string' ? value : null;
+}
+
+export default async function CrmPipelineReportsRoute(props: PageProps) {
+  const searchParams = await props.searchParams;
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportRead)));
+  const canExport =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmReportExport)));
+  const queryClient = getQueryClient();
+  const filters = {
+    dateFrom: getFilterValue(searchParams.dateFrom),
+    dateTo: getFilterValue(searchParams.dateTo),
+    branch: getFilterValue(searchParams.branch),
+    productType: getFilterValue(searchParams.productType),
+    sales: getFilterValue(searchParams.sales),
+    customerOwner: getFilterValue(searchParams.customerOwner),
+    leadSource: getFilterValue(searchParams.leadSource)
+  };
+
+  if (canRead) {
+    void queryClient.prefetchQuery(crmReportFiltersQueryOptions());
+    void queryClient.prefetchQuery(crmPipelineReportQueryOptions(filters));
+  }
+
+  return (
+    <PageContainer
+      pageTitle='Pipeline Reports'
+      pageDescription='Lead, enquiry, conversion, and funnel analytics for the CRM pipeline lifecycle.'
+      access={canRead}
+      accessFallback={
+        <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
+          You do not have access to CRM pipeline reports.
+        </div>
+      }
+    >
+      {canRead ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <PipelineReportView canExport={canExport} />
+        </HydrationBoundary>
+      ) : null}
+    </PageContainer>
+  );
+}

src/config/nav-config.ts

@@ -136,7 +136,23 @@ export const navGroups: NavGroup[] = [
         url: "/dashboard/crm/reports",
         icon: "dashboard",
         isActive: false,
-        items: [],
+        items: [
+          {
+            title: "Pipeline Suite",
+            url: "/dashboard/crm/reports/pipeline",
+            access: { requireOrg: true, permission: "crm.report.read" },
+          },
+          {
+            title: "Lead Aging",
+            url: "/dashboard/crm/reports/lead-aging",
+            access: { requireOrg: true, permission: "crm.report.read" },
+          },
+          {
+            title: "Enquiry Aging",
+            url: "/dashboard/crm/reports/enquiry-aging",
+            access: { requireOrg: true, permission: "crm.report.read" },
+          },
+        ],
         access: { requireOrg: true, permission: "crm.report.read" },
       },
       {

src/db/seeds/foundation.seed.ts

@@ -358,13 +358,43 @@ const REPORT_DEFINITIONS: ReportDefinitionSeed[] = [
   {
     code: 'lead_pipeline',
     name: 'Lead Pipeline',
-    description: 'Foundation catalog entry for future lead pipeline reporting.',
+    description: 'Operational report for marketing lead intake, assignment, and conversion status.',
+    category: 'pipeline'
+  },
+  {
+    code: 'lead_aging',
+    name: 'Lead Aging',
+    description: 'Operational report for stagnant lead monitoring and follow-up prioritization.',
     category: 'pipeline'
   },
   {
     code: 'enquiry_pipeline',
     name: 'Enquiry Pipeline',
-    description: 'Foundation catalog entry for opportunity stage reporting.',
+    description: 'Operational report for open enquiries, quotation progress, and sales pipeline health.',
+    category: 'pipeline'
+  },
+  {
+    code: 'enquiry_aging',
+    name: 'Enquiry Aging',
+    description: 'Operational report for stalled enquiries and aging opportunity follow-ups.',
+    category: 'pipeline'
+  },
+  {
+    code: 'pipeline_funnel',
+    name: 'Pipeline Funnel',
+    description: 'Lifecycle funnel from lead through quotation to won and lost outcomes.',
+    category: 'pipeline'
+  },
+  {
+    code: 'lead_conversion',
+    name: 'Lead Conversion',
+    description: 'Marketing conversion report from lead creation into active enquiries.',
+    category: 'pipeline'
+  },
+  {
+    code: 'enquiry_conversion',
+    name: 'Enquiry Conversion',
+    description: 'Sales conversion report from enquiry creation into quotation generation.',
     category: 'pipeline'
   },
   {

src/features/crm/reports/api/queries.ts

@@ -1,11 +1,25 @@
 import { queryOptions } from '@tanstack/react-query';
-import { getCrmReportCatalog, getCrmReportFilters, getCrmReports } from './service';
+import type { CrmSharedReportFilters } from './types';
+import {
+  getCrmEnquiryAgingReport,
+  getCrmLeadAgingReport,
+  getCrmPipelineReport,
+  getCrmReportCatalog,
+  getCrmReportFilters,
+  getCrmReports
+} from './service';
 
 export const crmReportKeys = {
   all: ['crm-reports'] as const,
   list: () => [...crmReportKeys.all, 'list'] as const,
   catalog: () => [...crmReportKeys.all, 'catalog'] as const,
-  filters: () => [...crmReportKeys.all, 'filters'] as const
+  filters: () => [...crmReportKeys.all, 'filters'] as const,
+  pipelineRoot: () => [...crmReportKeys.all, 'pipeline'] as const,
+  pipeline: (filters: CrmSharedReportFilters) => [...crmReportKeys.pipelineRoot(), filters] as const,
+  leadAgingRoot: () => [...crmReportKeys.all, 'lead-aging'] as const,
+  leadAging: (filters: CrmSharedReportFilters) => [...crmReportKeys.leadAgingRoot(), filters] as const,
+  enquiryAgingRoot: () => [...crmReportKeys.all, 'enquiry-aging'] as const,
+  enquiryAging: (filters: CrmSharedReportFilters) => [...crmReportKeys.enquiryAgingRoot(), filters] as const
 };
 
 export const crmReportsQueryOptions = () =>
@@ -25,3 +39,21 @@ export const crmReportFiltersQueryOptions = () =>
     queryKey: crmReportKeys.filters(),
     queryFn: () => getCrmReportFilters()
   });
+
+export const crmPipelineReportQueryOptions = (filters: CrmSharedReportFilters) =>
+  queryOptions({
+    queryKey: crmReportKeys.pipeline(filters),
+    queryFn: () => getCrmPipelineReport(filters)
+  });
+
+export const crmLeadAgingReportQueryOptions = (filters: CrmSharedReportFilters) =>
+  queryOptions({
+    queryKey: crmReportKeys.leadAging(filters),
+    queryFn: () => getCrmLeadAgingReport(filters)
+  });
+
+export const crmEnquiryAgingReportQueryOptions = (filters: CrmSharedReportFilters) =>
+  queryOptions({
+    queryKey: crmReportKeys.enquiryAging(filters),
+    queryFn: () => getCrmEnquiryAgingReport(filters)
+  });

src/features/crm/reports/api/service.ts

@@ -2,9 +2,31 @@ import { apiClient } from '@/lib/api-client';
 import type {
   CrmReportCatalogResponse,
   CrmReportFiltersResponse,
-  CrmReportsResponse
+  CrmReportsResponse,
+  CrmSharedReportFilters,
+  CrmPipelineReportResponse,
+  CrmLeadAgingReportResponse,
+  CrmEnquiryAgingReportResponse
 } from './types';
 
+function buildReportQuery(filters: CrmSharedReportFilters) {
+  const searchParams = new URLSearchParams();
+
+  if (filters.dateFrom) searchParams.set('dateFrom', filters.dateFrom);
+  if (filters.dateTo) searchParams.set('dateTo', filters.dateTo);
+  if (filters.branch) searchParams.set('branch', filters.branch);
+  if (filters.productType) searchParams.set('productType', filters.productType);
+  if (filters.sales) searchParams.set('sales', filters.sales);
+  if (filters.customer) searchParams.set('customer', filters.customer);
+  if (filters.customerOwner) searchParams.set('customerOwner', filters.customerOwner);
+  if (filters.leadSource) searchParams.set('leadSource', filters.leadSource);
+  if (filters.pipelineStage) searchParams.set('pipelineStage', filters.pipelineStage);
+  if (filters.outcome) searchParams.set('outcome', filters.outcome);
+  if (filters.lostReason) searchParams.set('lostReason', filters.lostReason);
+
+  return searchParams.toString();
+}
+
 export async function getCrmReports() {
   return apiClient<CrmReportsResponse>('/crm/reports');
 }
@@ -16,3 +38,22 @@ export async function getCrmReportCatalog() {
 export async function getCrmReportFilters() {
   return apiClient<CrmReportFiltersResponse>('/crm/reports/filters');
 }
+
+export async function getCrmPipelineReport(filters: CrmSharedReportFilters) {
+  const query = buildReportQuery(filters);
+  return apiClient<CrmPipelineReportResponse>(`/crm/reports/pipeline${query ? `?${query}` : ''}`);
+}
+
+export async function getCrmLeadAgingReport(filters: CrmSharedReportFilters) {
+  const query = buildReportQuery(filters);
+  return apiClient<CrmLeadAgingReportResponse>(
+    `/crm/reports/lead-aging${query ? `?${query}` : ''}`
+  );
+}
+
+export async function getCrmEnquiryAgingReport(filters: CrmSharedReportFilters) {
+  const query = buildReportQuery(filters);
+  return apiClient<CrmEnquiryAgingReportResponse>(
+    `/crm/reports/enquiry-aging${query ? `?${query}` : ''}`
+  );
+}

src/features/crm/reports/api/types.ts

@@ -73,3 +73,128 @@ export interface CrmReportFiltersResponse {
   message: string;
   filters: CrmReportFilterMetadata;
 }
+
+export interface CrmPipelineReportRow {
+  leadSourceLabel: string;
+  customerOwnerName: string;
+  createdByName: string;
+  branchLabel: string;
+  productTypeLabel: string;
+  totalLeads: number;
+  newLeads: number;
+  assignedLeads: number;
+  unassignedLeads: number;
+  convertedLeads: number;
+}
+
+export interface CrmEnquiryPipelineReportRow {
+  salesmanName: string;
+  branchLabel: string;
+  productTypeLabel: string;
+  customerOwnerName: string;
+  openEnquiries: number;
+  convertedToQuotation: number;
+  won: number;
+  lost: number;
+}
+
+export interface CrmLeadConversionReportRow {
+  leadSourceLabel: string;
+  branchLabel: string;
+  productTypeLabel: string;
+  marketingUserName: string;
+  totalLeads: number;
+  convertedEnquiries: number;
+  conversionRate: number;
+}
+
+export interface CrmEnquiryConversionReportRow {
+  salesmanName: string;
+  branchLabel: string;
+  productTypeLabel: string;
+  totalEnquiries: number;
+  enquiriesWithQuotation: number;
+  conversionRate: number;
+}
+
+export interface CrmPipelineFunnelRow {
+  stageKey: 'lead' | 'enquiry' | 'quotation' | 'closed_won' | 'closed_lost';
+  stageLabel: string;
+  count: number;
+  value: number | null;
+  conversionRate: number | null;
+}
+
+export interface CrmPipelineKpiSummary {
+  totalLeads: number;
+  openEnquiries: number;
+  quotations: number;
+  won: number;
+  lost: number;
+  canViewRevenueValues: boolean;
+}
+
+export interface CrmPipelineReportResponse {
+  success: boolean;
+  time: string;
+  message: string;
+  filters: Required<CrmSharedReportFilters>;
+  summary: CrmPipelineKpiSummary;
+  leadPipeline: CrmPipelineReportRow[];
+  enquiryPipeline: CrmEnquiryPipelineReportRow[];
+  leadConversion: CrmLeadConversionReportRow[];
+  enquiryConversion: CrmEnquiryConversionReportRow[];
+  funnel: CrmPipelineFunnelRow[];
+}
+
+export interface CrmAgingBucket {
+  key: string;
+  label: string;
+  count: number;
+}
+
+export interface CrmLeadAgingRow {
+  leadId: string;
+  leadCode: string;
+  customerName: string;
+  assignedUserName: string | null;
+  createdDate: string;
+  agingDays: number;
+}
+
+export interface CrmLeadAgingReportResponse {
+  success: boolean;
+  time: string;
+  message: string;
+  filters: Required<CrmSharedReportFilters>;
+  summary: {
+    leadCount: number;
+    averageAgingDays: number;
+    maximumAgingDays: number;
+  };
+  buckets: CrmAgingBucket[];
+  rows: CrmLeadAgingRow[];
+}
+
+export interface CrmEnquiryAgingRow {
+  enquiryId: string;
+  enquiryCode: string;
+  customerName: string;
+  salesmanName: string | null;
+  lastFollowupDate: string | null;
+  agingDays: number;
+}
+
+export interface CrmEnquiryAgingReportResponse {
+  success: boolean;
+  time: string;
+  message: string;
+  filters: Required<CrmSharedReportFilters>;
+  summary: {
+    openEnquiries: number;
+    averageAgingDays: number;
+    maximumAgingDays: number;
+  };
+  buckets: CrmAgingBucket[];
+  rows: CrmEnquiryAgingRow[];
+}

src/features/crm/reports/components/aging-report-view.tsx

@@ -0,0 +1,242 @@
+'use client';
+
+import { useMemo } from 'react';
+import { parseAsString, useQueryStates } from 'nuqs';
+import { useSuspenseQuery } from '@tanstack/react-query';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow
+} from '@/components/ui/table';
+import type {
+  CrmEnquiryAgingReportResponse,
+  CrmLeadAgingReportResponse
+} from '../api/types';
+import {
+  crmEnquiryAgingReportQueryOptions,
+  crmLeadAgingReportQueryOptions,
+  crmReportFiltersQueryOptions
+} from '../api/queries';
+import { ReportFilterBar } from './report-filter-bar';
+
+function formatNumber(value: number) {
+  return new Intl.NumberFormat('en-US').format(value);
+}
+
+function AgingReportLayout({
+  variant,
+  canExport,
+  data
+}: {
+  variant: 'lead' | 'enquiry';
+  canExport: boolean;
+  data: CrmLeadAgingReportResponse | CrmEnquiryAgingReportResponse;
+}) {
+  const { data: filterData } = useSuspenseQuery(crmReportFiltersQueryOptions());
+
+  const summaryCards =
+    variant === 'lead' && 'leadCount' in data.summary
+      ? [
+          ['Lead Count', formatNumber(data.summary.leadCount)],
+          ['Average Aging', `${data.summary.averageAgingDays} days`],
+          ['Maximum Aging', `${data.summary.maximumAgingDays} days`]
+        ]
+      : [
+          [
+            'Open Enquiries',
+            formatNumber('openEnquiries' in data.summary ? data.summary.openEnquiries : 0)
+          ],
+          ['Average Aging', `${data.summary.averageAgingDays} days`],
+          ['Maximum Aging', `${data.summary.maximumAgingDays} days`]
+        ];
+
+  return (
+    <div className='space-y-6'>
+      <ReportFilterBar
+        filterMetadata={filterData.filters}
+        filterKeys={
+          variant === 'lead'
+            ? ['dateFrom', 'dateTo', 'branch', 'productType', 'customerOwner', 'leadSource']
+            : ['dateFrom', 'dateTo', 'branch', 'productType', 'sales']
+        }
+        canExport={canExport}
+        reportCode={variant === 'lead' ? 'lead_aging' : 'enquiry_aging'}
+        pageLinks={[
+          { href: '/dashboard/crm/reports/pipeline', label: 'Pipeline Suite' },
+          { href: '/dashboard/crm/reports/lead-aging', label: 'Lead Aging', active: variant === 'lead' },
+          { href: '/dashboard/crm/reports/enquiry-aging', label: 'Enquiry Aging', active: variant === 'enquiry' }
+        ]}
+      />
+
+      <div className='grid gap-4 md:grid-cols-3'>
+        {summaryCards.map(([label, value]) => (
+          <Card key={String(label)}>
+            <CardHeader className='pb-2'>
+              <CardDescription>{label}</CardDescription>
+            </CardHeader>
+            <CardContent>
+              <div className='text-2xl font-semibold'>{value}</div>
+            </CardContent>
+          </Card>
+        ))}
+      </div>
+
+      <Card>
+        <CardHeader>
+          <CardTitle>{variant === 'lead' ? 'Lead Aging Buckets' : 'Enquiry Aging Buckets'}</CardTitle>
+          <CardDescription>Bucketed view to spot stagnant records quickly.</CardDescription>
+        </CardHeader>
+        <CardContent className='grid gap-4 md:grid-cols-2 xl:grid-cols-4'>
+          {data.buckets.map((bucket) => (
+            <div key={bucket.key} className='rounded-lg border p-4'>
+              <div className='text-muted-foreground text-sm'>{bucket.label}</div>
+              <div className='mt-2 text-2xl font-semibold'>{formatNumber(bucket.count)}</div>
+            </div>
+          ))}
+        </CardContent>
+      </Card>
+
+      <Card>
+        <CardHeader>
+          <CardTitle>{variant === 'lead' ? 'Lead Drill-down' : 'Enquiry Drill-down'}</CardTitle>
+          <CardDescription>
+            {variant === 'lead'
+              ? 'Open leads sorted from oldest to newest.'
+              : 'Open enquiries with latest follow-up visibility.'}
+          </CardDescription>
+        </CardHeader>
+        <CardContent>
+          <div className='overflow-x-auto rounded-lg border'>
+            <Table>
+              <TableHeader>
+                <TableRow>
+                  {variant === 'lead' ? (
+                    <>
+                      <TableHead>Lead Number</TableHead>
+                      <TableHead>Customer</TableHead>
+                      <TableHead>Assigned User</TableHead>
+                      <TableHead>Created Date</TableHead>
+                      <TableHead>Aging Days</TableHead>
+                    </>
+                  ) : (
+                    <>
+                      <TableHead>Enquiry No</TableHead>
+                      <TableHead>Customer</TableHead>
+                      <TableHead>Salesman</TableHead>
+                      <TableHead>Last Follow-Up</TableHead>
+                      <TableHead>Aging Days</TableHead>
+                    </>
+                  )}
+                </TableRow>
+              </TableHeader>
+              <TableBody>
+                {data.rows.length ? (
+                  data.rows.map((row) => (
+                    <TableRow key={'leadId' in row ? row.leadId : row.enquiryId}>
+                      {'leadId' in row ? (
+                        <>
+                          <TableCell>{row.leadCode}</TableCell>
+                          <TableCell>{row.customerName}</TableCell>
+                          <TableCell>{row.assignedUserName ?? '-'}</TableCell>
+                          <TableCell>{new Date(row.createdDate).toLocaleDateString('en-CA')}</TableCell>
+                          <TableCell>{formatNumber(row.agingDays)}</TableCell>
+                        </>
+                      ) : (
+                        <>
+                          <TableCell>{row.enquiryCode}</TableCell>
+                          <TableCell>{row.customerName}</TableCell>
+                          <TableCell>{row.salesmanName ?? '-'}</TableCell>
+                          <TableCell>
+                            {row.lastFollowupDate
+                              ? new Date(row.lastFollowupDate).toLocaleDateString('en-CA')
+                              : '-'}
+                          </TableCell>
+                          <TableCell>{formatNumber(row.agingDays)}</TableCell>
+                        </>
+                      )}
+                    </TableRow>
+                  ))
+                ) : (
+                  <TableRow>
+                    <TableCell colSpan={5} className='text-muted-foreground text-center'>
+                      No records found.
+                    </TableCell>
+                  </TableRow>
+                )}
+              </TableBody>
+            </Table>
+          </div>
+        </CardContent>
+      </Card>
+    </div>
+  );
+}
+
+function LeadAgingReportInner({ canExport }: { canExport: boolean }) {
+  const [params] = useQueryStates({
+    dateFrom: parseAsString,
+    dateTo: parseAsString,
+    branch: parseAsString,
+    productType: parseAsString,
+    customerOwner: parseAsString,
+    leadSource: parseAsString
+  });
+  const filters = useMemo(
+    () => ({
+      dateFrom: params.dateFrom,
+      dateTo: params.dateTo,
+      branch: params.branch,
+      productType: params.productType,
+      sales: null,
+      customerOwner: params.customerOwner,
+      leadSource: params.leadSource
+    }),
+    [params]
+  );
+  const { data } = useSuspenseQuery(crmLeadAgingReportQueryOptions(filters));
+
+  return <AgingReportLayout variant='lead' canExport={canExport} data={data} />;
+}
+
+function EnquiryAgingReportInner({ canExport }: { canExport: boolean }) {
+  const [params] = useQueryStates({
+    dateFrom: parseAsString,
+    dateTo: parseAsString,
+    branch: parseAsString,
+    productType: parseAsString,
+    sales: parseAsString
+  });
+  const filters = useMemo(
+    () => ({
+      dateFrom: params.dateFrom,
+      dateTo: params.dateTo,
+      branch: params.branch,
+      productType: params.productType,
+      sales: params.sales,
+      customerOwner: null,
+      leadSource: null
+    }),
+    [params]
+  );
+  const { data } = useSuspenseQuery(crmEnquiryAgingReportQueryOptions(filters));
+
+  return <AgingReportLayout variant='enquiry' canExport={canExport} data={data} />;
+}
+
+export function AgingReportView({
+  variant,
+  canExport
+}: {
+  variant: 'lead' | 'enquiry';
+  canExport: boolean;
+}) {
+  return variant === 'lead' ? (
+    <LeadAgingReportInner canExport={canExport} />
+  ) : (
+    <EnquiryAgingReportInner canExport={canExport} />
+  );
+}

src/features/crm/reports/components/pipeline-report-view.tsx

@@ -0,0 +1,255 @@
+'use client';
+
+import { useMemo } from 'react';
+import { parseAsString, useQueryStates } from 'nuqs';
+import { useSuspenseQuery } from '@tanstack/react-query';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow
+} from '@/components/ui/table';
+import {
+  crmPipelineReportQueryOptions,
+  crmReportFiltersQueryOptions
+} from '../api/queries';
+import { ReportFilterBar } from './report-filter-bar';
+
+function formatNumber(value: number) {
+  return new Intl.NumberFormat('en-US').format(value);
+}
+
+function formatValue(value: number | null) {
+  if (value === null) {
+    return 'Hidden';
+  }
+
+  return new Intl.NumberFormat('en-US', {
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 2
+  }).format(value);
+}
+
+function SectionTable({
+  title,
+  description,
+  headers,
+  rows,
+  reportCode
+}: {
+  title: string;
+  description: string;
+  headers: string[];
+  rows: string[][];
+  reportCode?: string;
+}) {
+  return (
+    <Card>
+      <CardHeader className='flex flex-row items-start justify-between gap-4'>
+        <div>
+          <CardTitle>{title}</CardTitle>
+          <CardDescription>{description}</CardDescription>
+        </div>
+        {reportCode ? <div className='text-muted-foreground text-xs'>{reportCode}</div> : null}
+      </CardHeader>
+      <CardContent>
+        <div className='overflow-x-auto rounded-lg border'>
+          <Table>
+            <TableHeader>
+              <TableRow>
+                {headers.map((header) => (
+                  <TableHead key={header}>{header}</TableHead>
+                ))}
+              </TableRow>
+            </TableHeader>
+            <TableBody>
+              {rows.length ? (
+                rows.map((row, index) => (
+                  <TableRow key={`${title}-${index}`}>
+                    {row.map((cell, cellIndex) => (
+                      <TableCell key={`${title}-${index}-${cellIndex}`}>{cell}</TableCell>
+                    ))}
+                  </TableRow>
+                ))
+              ) : (
+                <TableRow>
+                  <TableCell colSpan={headers.length} className='text-muted-foreground text-center'>
+                    No records found.
+                  </TableCell>
+                </TableRow>
+              )}
+            </TableBody>
+          </Table>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}
+
+export function PipelineReportView({ canExport }: { canExport: boolean }) {
+  const [params] = useQueryStates({
+    dateFrom: parseAsString,
+    dateTo: parseAsString,
+    branch: parseAsString,
+    productType: parseAsString,
+    sales: parseAsString,
+    customerOwner: parseAsString,
+    leadSource: parseAsString
+  });
+  const filters = useMemo(
+    () => ({
+      dateFrom: params.dateFrom,
+      dateTo: params.dateTo,
+      branch: params.branch,
+      productType: params.productType,
+      sales: params.sales,
+      customerOwner: params.customerOwner,
+      leadSource: params.leadSource
+    }),
+    [params]
+  );
+  const { data: filterData } = useSuspenseQuery(crmReportFiltersQueryOptions());
+  const { data } = useSuspenseQuery(crmPipelineReportQueryOptions(filters));
+
+  return (
+    <div className='space-y-6'>
+      <ReportFilterBar
+        filterMetadata={filterData.filters}
+        filterKeys={['dateFrom', 'dateTo', 'branch', 'productType', 'sales', 'customerOwner', 'leadSource']}
+        canExport={canExport}
+        reportCode='pipeline_funnel'
+        pageLinks={[
+          { href: '/dashboard/crm/reports/pipeline', label: 'Pipeline Suite', active: true },
+          { href: '/dashboard/crm/reports/lead-aging', label: 'Lead Aging' },
+          { href: '/dashboard/crm/reports/enquiry-aging', label: 'Enquiry Aging' }
+        ]}
+      />
+
+      <div className='grid gap-4 md:grid-cols-2 xl:grid-cols-5'>
+        {[
+          ['Total Leads', formatNumber(data.summary.totalLeads)],
+          ['Open Enquiries', formatNumber(data.summary.openEnquiries)],
+          ['Quotations', formatNumber(data.summary.quotations)],
+          ['Closed Won', formatNumber(data.summary.won)],
+          ['Closed Lost', formatNumber(data.summary.lost)]
+        ].map(([label, value]) => (
+          <Card key={String(label)}>
+            <CardHeader className='pb-2'>
+              <CardDescription>{label}</CardDescription>
+            </CardHeader>
+            <CardContent>
+              <div className='text-2xl font-semibold'>{value}</div>
+            </CardContent>
+          </Card>
+        ))}
+      </div>
+
+      <SectionTable
+        title='Pipeline Funnel'
+        description={
+          data.summary.canViewRevenueValues
+            ? 'Lead to won/lost funnel with count, value, and conversion rate.'
+            : 'Lead to won/lost funnel with count and conversion rate. Revenue values are hidden by access policy.'
+        }
+        reportCode='pipeline_funnel'
+        headers={['Stage', 'Count', 'Value', 'Conversion %']}
+        rows={data.funnel.map((row) => [
+          row.stageLabel,
+          formatNumber(row.count),
+          formatValue(row.value),
+          row.conversionRate === null ? '-' : `${row.conversionRate}%`
+        ])}
+      />
+
+      <SectionTable
+        title='Lead Pipeline'
+        description='Marketing view grouped by source, owner, creator, branch, and product type.'
+        reportCode='lead_pipeline'
+        headers={[
+          'Lead Source',
+          'Customer Owner',
+          'Created By',
+          'Branch',
+          'Product Type',
+          'Total',
+          'Assigned',
+          'Unassigned',
+          'Converted'
+        ]}
+        rows={data.leadPipeline.map((row) => [
+          row.leadSourceLabel,
+          row.customerOwnerName,
+          row.createdByName,
+          row.branchLabel,
+          row.productTypeLabel,
+          formatNumber(row.totalLeads),
+          formatNumber(row.assignedLeads),
+          formatNumber(row.unassignedLeads),
+          formatNumber(row.convertedLeads)
+        ])}
+      />
+
+      <SectionTable
+        title='Enquiry Pipeline'
+        description='Sales pipeline visibility grouped by salesman, branch, product type, and customer owner.'
+        reportCode='enquiry_pipeline'
+        headers={[
+          'Salesman',
+          'Branch',
+          'Product Type',
+          'Customer Owner',
+          'Open',
+          'With Quotation',
+          'Won',
+          'Lost'
+        ]}
+        rows={data.enquiryPipeline.map((row) => [
+          row.salesmanName,
+          row.branchLabel,
+          row.productTypeLabel,
+          row.customerOwnerName,
+          formatNumber(row.openEnquiries),
+          formatNumber(row.convertedToQuotation),
+          formatNumber(row.won),
+          formatNumber(row.lost)
+        ])}
+      />
+
+      <div className='grid gap-6 xl:grid-cols-2'>
+        <SectionTable
+          title='Lead to Enquiry Conversion'
+          description='Marketing effectiveness by source, branch, product type, and creator.'
+          reportCode='lead_conversion'
+          headers={['Lead Source', 'Branch', 'Product Type', 'Marketing User', 'Total Leads', 'Converted', 'Conversion %']}
+          rows={data.leadConversion.map((row) => [
+            row.leadSourceLabel,
+            row.branchLabel,
+            row.productTypeLabel,
+            row.marketingUserName,
+            formatNumber(row.totalLeads),
+            formatNumber(row.convertedEnquiries),
+            `${row.conversionRate}%`
+          ])}
+        />
+
+        <SectionTable
+          title='Enquiry to Quotation Conversion'
+          description='Sales effectiveness by salesman, branch, and product type.'
+          reportCode='enquiry_conversion'
+          headers={['Salesman', 'Branch', 'Product Type', 'Total Enquiries', 'With Quotation', 'Conversion %']}
+          rows={data.enquiryConversion.map((row) => [
+            row.salesmanName,
+            row.branchLabel,
+            row.productTypeLabel,
+            formatNumber(row.totalEnquiries),
+            formatNumber(row.enquiriesWithQuotation),
+            `${row.conversionRate}%`
+          ])}
+        />
+      </div>
+    </div>
+  );
+}

src/features/crm/reports/components/report-catalog.tsx

@@ -1,10 +1,22 @@
 'use client';
 
+import Link from 'next/link';
 import { useSuspenseQuery } from '@tanstack/react-query';
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
 import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
 import { crmReportCatalogQueryOptions, crmReportFiltersQueryOptions } from '../api/queries';
 
+const REPORT_LINKS: Record<string, string> = {
+  lead_pipeline: '/dashboard/crm/reports/pipeline',
+  enquiry_pipeline: '/dashboard/crm/reports/pipeline',
+  lead_conversion: '/dashboard/crm/reports/pipeline',
+  enquiry_conversion: '/dashboard/crm/reports/pipeline',
+  pipeline_funnel: '/dashboard/crm/reports/pipeline',
+  lead_aging: '/dashboard/crm/reports/lead-aging',
+  enquiry_aging: '/dashboard/crm/reports/enquiry-aging'
+};
+
 export function ReportCatalog() {
   const { data: catalog } = useSuspenseQuery(crmReportCatalogQueryOptions());
   const { data: filterData } = useSuspenseQuery(crmReportFiltersQueryOptions());
@@ -48,7 +60,7 @@ export function ReportCatalog() {
             <CardHeader>
               <CardTitle>{group.categoryLabel}</CardTitle>
               <CardDescription>
-                {group.items.length} report definition{group.items.length === 1 ? '' : 's'} ready for future modules.
+                {group.items.length} report definition{group.items.length === 1 ? '' : 's'} available in the CRM report center.
               </CardDescription>
             </CardHeader>
             <CardContent className='space-y-3'>
@@ -62,6 +74,11 @@ export function ReportCatalog() {
                     {item.isSystem ? <Badge variant='secondary'>System</Badge> : null}
                   </div>
                   <div className='text-muted-foreground mt-3 text-xs'>{item.code}</div>
+                  {REPORT_LINKS[item.code] ? (
+                    <Button asChild variant='outline' size='sm' className='mt-3'>
+                      <Link href={REPORT_LINKS[item.code]}>Open Report</Link>
+                    </Button>
+                  ) : null}
                 </div>
               ))}
             </CardContent>

src/features/crm/reports/components/report-filter-bar.tsx

@@ -0,0 +1,167 @@
+'use client';
+
+import { useMemo } from 'react';
+import Link from 'next/link';
+import { parseAsString, useQueryStates } from 'nuqs';
+import { Icons } from '@/components/icons';
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue
+} from '@/components/ui/select';
+import type { CrmReportFilterMetadata } from '../api/types';
+
+type FilterKey =
+  | 'dateFrom'
+  | 'dateTo'
+  | 'branch'
+  | 'productType'
+  | 'sales'
+  | 'customerOwner'
+  | 'leadSource';
+
+const FILTER_LABELS: Record<Exclude<FilterKey, 'dateFrom' | 'dateTo'>, string> = {
+  branch: 'Branch',
+  productType: 'Product Type',
+  sales: 'Salesman',
+  customerOwner: 'Customer Owner',
+  leadSource: 'Lead Source'
+};
+
+export function ReportFilterBar({
+  filterMetadata,
+  filterKeys,
+  canExport,
+  reportCode,
+  pageLinks
+}: {
+  filterMetadata: CrmReportFilterMetadata;
+  filterKeys: FilterKey[];
+  canExport: boolean;
+  reportCode?: string;
+  pageLinks?: Array<{ href: string; label: string; active?: boolean }>;
+}) {
+  const [params, setParams] = useQueryStates({
+    dateFrom: parseAsString,
+    dateTo: parseAsString,
+    branch: parseAsString,
+    productType: parseAsString,
+    sales: parseAsString,
+    customerOwner: parseAsString,
+    leadSource: parseAsString
+  });
+
+  const exportQuery = useMemo(() => {
+    const searchParams = new URLSearchParams();
+
+    if (params.dateFrom) searchParams.set('dateFrom', params.dateFrom);
+    if (params.dateTo) searchParams.set('dateTo', params.dateTo);
+    if (params.branch) searchParams.set('branch', params.branch);
+    if (params.productType) searchParams.set('productType', params.productType);
+    if (params.sales) searchParams.set('sales', params.sales);
+    if (params.customerOwner) searchParams.set('customerOwner', params.customerOwner);
+    if (params.leadSource) searchParams.set('leadSource', params.leadSource);
+    if (reportCode) searchParams.set('reportCode', reportCode);
+
+    return searchParams.toString();
+  }, [params, reportCode]);
+
+  const optionMap = {
+    branch: filterMetadata.branches.map((item) => ({ value: item.id, label: item.label })),
+    productType: filterMetadata.productTypes.map((item) => ({ value: item.id, label: item.label })),
+    sales: filterMetadata.sales.map((item) => ({ value: item.id, label: item.name })),
+    customerOwner: filterMetadata.customerOwners.map((item) => ({ value: item.id, label: item.name })),
+    leadSource: filterMetadata.leadSources.map((item) => ({ value: item.id, label: item.label }))
+  } as const;
+
+  return (
+    <div className='space-y-3 rounded-xl border bg-card p-4'>
+      {pageLinks?.length ? (
+        <div className='flex flex-wrap gap-2'>
+          {pageLinks.map((link) => (
+            <Button key={link.href} asChild variant={link.active ? 'default' : 'outline'} size='sm'>
+              <Link href={link.href}>{link.label}</Link>
+            </Button>
+          ))}
+        </div>
+      ) : null}
+
+      <div className='grid gap-3 md:grid-cols-2 xl:grid-cols-6'>
+        {filterKeys.includes('dateFrom') ? (
+          <Input
+            type='date'
+            value={params.dateFrom ?? ''}
+            onChange={(event) => void setParams({ dateFrom: event.target.value || null })}
+          />
+        ) : null}
+        {filterKeys.includes('dateTo') ? (
+          <Input
+            type='date'
+            value={params.dateTo ?? ''}
+            onChange={(event) => void setParams({ dateTo: event.target.value || null })}
+          />
+        ) : null}
+        {(
+          ['branch', 'productType', 'sales', 'customerOwner', 'leadSource'] as const
+        ).filter((key) => filterKeys.includes(key)).map((key) => (
+          <Select
+            key={key}
+            value={params[key] ?? '__all__'}
+            onValueChange={(value) => void setParams({ [key]: value === '__all__' ? null : value })}
+          >
+            <SelectTrigger>
+              <SelectValue placeholder={FILTER_LABELS[key]} />
+            </SelectTrigger>
+            <SelectContent>
+              <SelectItem value='__all__'>All {FILTER_LABELS[key]}</SelectItem>
+              {optionMap[key].map((item) => (
+                <SelectItem key={item.value} value={item.value}>
+                  {item.label}
+                </SelectItem>
+              ))}
+            </SelectContent>
+          </Select>
+        ))}
+      </div>
+
+      <div className='flex flex-wrap items-center gap-2'>
+        <Button
+          variant='outline'
+          onClick={() =>
+            void setParams({
+              dateFrom: null,
+              dateTo: null,
+              branch: null,
+              productType: null,
+              sales: null,
+              customerOwner: null,
+              leadSource: null
+            })
+          }
+        >
+          Clear Filters
+        </Button>
+        {canExport && reportCode ? (
+          <>
+            <Button asChild variant='outline'>
+              <Link href={`/api/crm/reports/export?format=csv${exportQuery ? `&${exportQuery}` : ''}`}>
+                <Icons.download className='mr-2 h-4 w-4' />
+                Export CSV
+              </Link>
+            </Button>
+            <Button asChild variant='outline'>
+              <Link href={`/api/crm/reports/export?format=xls${exportQuery ? `&${exportQuery}` : ''}`}>
+                <Icons.download className='mr-2 h-4 w-4' />
+                Export Excel
+              </Link>
+            </Button>
+          </>
+        ) : null}
+      </div>
+    </div>
+  );
+}

src/features/crm/reports/server/datasets/pipeline-report.dataset.ts

@@ -0,0 +1,262 @@
+import { and, asc, count, eq, inArray, isNull, sql } from 'drizzle-orm';
+import {
+  crmCustomers,
+  crmEnquiries,
+  crmEnquiryFollowups,
+  crmQuotations,
+  users
+} from '@/db/schema';
+import { getUserBranches } from '@/features/foundation/branch-scope/service';
+import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
+import { hasBranchScopeAccess, hasProductScopeAccess } from '@/lib/auth/crm-access';
+import { db } from '@/lib/db';
+import type { CrmSharedReportFilters } from '../../api/types';
+import type {
+  ParsedCrmReportFilters,
+  PipelineDatasetRecord,
+  ResolvedReportContext
+} from '../types';
+
+function buildRequiredFilters(filters: CrmSharedReportFilters): ParsedCrmReportFilters {
+  return {
+    dateFrom: filters.dateFrom ?? null,
+    dateTo: filters.dateTo ?? null,
+    branch: filters.branch ?? null,
+    productType: filters.productType ?? null,
+    sales: filters.sales ?? null,
+    customer: filters.customer ?? null,
+    customerOwner: filters.customerOwner ?? null,
+    leadSource: filters.leadSource ?? null,
+    pipelineStage: filters.pipelineStage ?? null,
+    outcome: filters.outcome ?? null,
+    lostReason: filters.lostReason ?? null
+  };
+}
+
+function getDateRange(filters: ParsedCrmReportFilters) {
+  const start = filters.dateFrom ? new Date(`${filters.dateFrom}T00:00:00.000Z`) : null;
+  const end = filters.dateTo ? new Date(`${filters.dateTo}T23:59:59.999Z`) : null;
+
+  return { start, end };
+}
+
+function matchesDateRange(value: Date, start: Date | null, end: Date | null) {
+  if (start && value < start) {
+    return false;
+  }
+
+  if (end && value > end) {
+    return false;
+  }
+
+  return true;
+}
+
+function isOpenOutcome(stage: string) {
+  return stage !== 'closed_won' && stage !== 'closed_lost';
+}
+
+function canAccessRecord(
+  context: ResolvedReportContext,
+  row: {
+    branchId: string | null;
+    productType: string;
+    createdBy: string;
+    assignedToUserId: string | null;
+  }
+) {
+  if (!hasBranchScopeAccess(context, row.branchId)) {
+    return false;
+  }
+
+  if (!hasProductScopeAccess(context, row.productType)) {
+    return false;
+  }
+
+  if (context.membershipRole === 'admin' || context.ownershipScope !== 'own') {
+    return true;
+  }
+
+  return row.createdBy === context.userId || row.assignedToUserId === context.userId;
+}
+
+export async function listPipelineReportDataset(
+  context: ResolvedReportContext,
+  filters: CrmSharedReportFilters
+): Promise<{
+  filters: ParsedCrmReportFilters;
+  rows: PipelineDatasetRecord[];
+}> {
+  const requiredFilters = buildRequiredFilters(filters);
+  const { start, end } = getDateRange(requiredFilters);
+  const [branches, productTypes, leadSources, enquiryRows, quotationRows, followupRows] =
+    await Promise.all([
+      getUserBranches(),
+      getActiveOptionsByCategory('crm_product_type', { organizationId: context.organizationId }),
+      getActiveOptionsByCategory('crm_lead_channel', { organizationId: context.organizationId }),
+      db
+        .select({
+          id: crmEnquiries.id,
+          code: crmEnquiries.code,
+          customerId: crmEnquiries.customerId,
+          branchId: crmEnquiries.branchId,
+          productType: crmEnquiries.productType,
+          leadChannel: crmEnquiries.leadChannel,
+          pipelineStage: crmEnquiries.pipelineStage,
+          createdAt: crmEnquiries.createdAt,
+          createdBy: crmEnquiries.createdBy,
+          assignedToUserId: crmEnquiries.assignedToUserId,
+          estimatedValue: crmEnquiries.estimatedValue,
+          poAmount: crmEnquiries.poAmount,
+          closedWonAt: crmEnquiries.closedWonAt,
+          closedLostAt: crmEnquiries.closedLostAt,
+          lostReason: crmEnquiries.lostReason,
+          customerName: crmCustomers.name,
+          customerOwnerUserId: crmCustomers.ownerUserId
+        })
+        .from(crmEnquiries)
+        .innerJoin(crmCustomers, eq(crmCustomers.id, crmEnquiries.customerId))
+        .where(
+          and(
+            eq(crmEnquiries.organizationId, context.organizationId),
+            isNull(crmEnquiries.deletedAt),
+            eq(crmEnquiries.isActive, true),
+            isNull(crmCustomers.deletedAt),
+            eq(crmCustomers.isActive, true)
+          )
+        )
+        .orderBy(asc(crmEnquiries.createdAt)),
+      db
+        .select({
+          enquiryId: crmQuotations.enquiryId,
+          quotationCount: count(crmQuotations.id),
+          quotationValue: sql<number>`coalesce(sum(${crmQuotations.totalAmount}), 0)`
+        })
+        .from(crmQuotations)
+        .where(
+          and(
+            eq(crmQuotations.organizationId, context.organizationId),
+            isNull(crmQuotations.deletedAt),
+            eq(crmQuotations.isActive, true),
+            sql`${crmQuotations.enquiryId} is not null`
+          )
+        )
+        .groupBy(crmQuotations.enquiryId),
+      db
+        .select({
+          enquiryId: crmEnquiryFollowups.enquiryId,
+          lastFollowupDate: sql<Date | null>`max(${crmEnquiryFollowups.followupDate})`
+        })
+        .from(crmEnquiryFollowups)
+        .where(
+          and(
+            eq(crmEnquiryFollowups.organizationId, context.organizationId),
+            isNull(crmEnquiryFollowups.deletedAt)
+          )
+        )
+        .groupBy(crmEnquiryFollowups.enquiryId)
+    ]);
+
+  const userIds = [
+    ...new Set(
+      enquiryRows.flatMap((row) => [
+        row.createdBy,
+        row.assignedToUserId,
+        row.customerOwnerUserId
+      ]).filter((value): value is string => Boolean(value))
+    )
+  ];
+  const userRows = userIds.length
+    ? await db
+        .select({ id: users.id, name: users.name })
+        .from(users)
+        .where(inArray(users.id, userIds))
+    : [];
+
+  const branchLabelMap = new Map(branches.map((item) => [item.id, item.name]));
+  const productTypeLabelMap = new Map(productTypes.map((item) => [item.id, item.label]));
+  const leadSourceLabelMap = new Map(leadSources.map((item) => [item.id, item.label]));
+  const quotationMap = new Map(
+    quotationRows
+      .filter((row): row is typeof row & { enquiryId: string } => typeof row.enquiryId === 'string')
+      .map((row) => [
+        row.enquiryId,
+        {
+          quotationCount: Number(row.quotationCount ?? 0),
+          quotationValue: Number(row.quotationValue ?? 0)
+        }
+      ])
+  );
+  const followupMap = new Map(followupRows.map((row) => [row.enquiryId, row.lastFollowupDate]));
+  const userMap = new Map(userRows.map((row) => [row.id, row.name]));
+
+  const rows = enquiryRows
+    .filter((row) => canAccessRecord(context, row))
+    .filter((row) => matchesDateRange(row.createdAt, start, end))
+    .filter((row) => (requiredFilters.branch ? row.branchId === requiredFilters.branch : true))
+    .filter((row) => (requiredFilters.productType ? row.productType === requiredFilters.productType : true))
+    .filter((row) => (requiredFilters.sales ? row.assignedToUserId === requiredFilters.sales : true))
+    .filter((row) => (requiredFilters.customer ? row.customerId === requiredFilters.customer : true))
+    .filter((row) =>
+      requiredFilters.customerOwner ? row.customerOwnerUserId === requiredFilters.customerOwner : true
+    )
+    .filter((row) => (requiredFilters.leadSource ? row.leadChannel === requiredFilters.leadSource : true))
+    .filter((row) => (requiredFilters.pipelineStage ? row.pipelineStage === requiredFilters.pipelineStage : true))
+    .filter((row) => {
+      if (!requiredFilters.outcome) {
+        return true;
+      }
+
+      if (requiredFilters.outcome === 'won') {
+        return row.pipelineStage === 'closed_won';
+      }
+
+      if (requiredFilters.outcome === 'lost') {
+        return row.pipelineStage === 'closed_lost';
+      }
+
+      return isOpenOutcome(row.pipelineStage);
+    })
+    .filter((row) => (requiredFilters.lostReason ? row.lostReason === requiredFilters.lostReason : true))
+    .map<PipelineDatasetRecord>((row) => {
+      const quotation = quotationMap.get(row.id);
+
+      return {
+        enquiryId: row.id,
+        enquiryCode: row.code,
+        customerId: row.customerId,
+        customerName: row.customerName,
+        branchId: row.branchId,
+        branchLabel: row.branchId ? (branchLabelMap.get(row.branchId) ?? row.branchId) : '-',
+        productTypeId: row.productType,
+        productTypeLabel: productTypeLabelMap.get(row.productType) ?? row.productType ?? '-',
+        leadSourceId: row.leadChannel,
+        leadSourceLabel: row.leadChannel
+          ? (leadSourceLabelMap.get(row.leadChannel) ?? row.leadChannel)
+          : '-',
+        pipelineStage: row.pipelineStage,
+        createdAt: row.createdAt,
+        createdByUserId: row.createdBy,
+        createdByName: userMap.get(row.createdBy) ?? row.createdBy,
+        assignedToUserId: row.assignedToUserId,
+        assignedToName: row.assignedToUserId ? (userMap.get(row.assignedToUserId) ?? row.assignedToUserId) : null,
+        customerOwnerUserId: row.customerOwnerUserId,
+        customerOwnerName: row.customerOwnerUserId
+          ? (userMap.get(row.customerOwnerUserId) ?? row.customerOwnerUserId)
+          : '-',
+        quotationCount: quotation?.quotationCount ?? 0,
+        quotationValue: quotation?.quotationValue ?? 0,
+        estimatedValue: Number(row.estimatedValue ?? 0),
+        poAmount: Number(row.poAmount ?? 0),
+        lastFollowupDate: followupMap.get(row.id) ?? null,
+        closedWonAt: row.closedWonAt,
+        closedLostAt: row.closedLostAt,
+        lostReason: row.lostReason
+      };
+    });
+
+  return {
+    filters: requiredFilters,
+    rows
+  };
+}

src/features/crm/reports/server/exports/service.ts

@@ -28,17 +28,19 @@ export async function auditReportExport(input: {
   reportCode: string;
   format: 'csv' | 'xls';
   filters?: Record<string, unknown>;
+  recordCount?: number;
 }) {
   await auditAction({
     organizationId: input.organizationId,
     userId: input.userId,
     entityType: 'crm_report',
     entityId: input.reportCode,
-    action: input.format === 'xls' ? 'export_excel' : 'export_csv',
+    action: input.format === 'xls' ? 'export_pipeline_report_excel' : 'export_pipeline_report_csv',
     afterData: {
       reportCode: input.reportCode,
       filters: input.filters ?? {},
-      userId: input.userId
+      userId: input.userId,
+      recordCount: input.recordCount ?? 0
     }
   });
 }

src/features/crm/reports/server/filters/shared.ts

@@ -4,7 +4,7 @@ import { db } from '@/lib/db';
 import { getUserBranches } from '@/features/foundation/branch-scope/service';
 import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
 import { hasBranchScopeAccess, hasProductScopeAccess } from '@/lib/auth/crm-access';
-import type { CrmReportFilterMetadata } from '../../api/types';
+import type { CrmReportFilterMetadata, CrmSharedReportFilters } from '../../api/types';
 import type { ResolvedReportContext } from '../types';
 
 const PIPELINE_STAGE_OPTIONS = [
@@ -69,3 +69,19 @@ export async function buildSharedReportFilters(
     lostReasons: lostReasons.map((item) => ({ id: item.id, code: item.code, label: item.label }))
   };
 }
+
+export function parseSharedReportFilters(searchParams: URLSearchParams): CrmSharedReportFilters {
+  return {
+    dateFrom: searchParams.get('dateFrom'),
+    dateTo: searchParams.get('dateTo'),
+    branch: searchParams.get('branch'),
+    productType: searchParams.get('productType'),
+    sales: searchParams.get('sales'),
+    customer: searchParams.get('customer'),
+    customerOwner: searchParams.get('customerOwner'),
+    leadSource: searchParams.get('leadSource'),
+    pipelineStage: searchParams.get('pipelineStage'),
+    outcome: searchParams.get('outcome'),
+    lostReason: searchParams.get('lostReason')
+  };
+}

src/features/crm/reports/server/service.ts

@@ -1,30 +1,357 @@
 import { auditAction } from '@/features/foundation/audit-log/service';
+import { canViewQuotationPricing } from '@/lib/auth/crm-access';
 import type {
   CrmReportCatalogResponse,
   CrmReportFiltersResponse,
-  CrmReportsResponse
+  CrmReportsResponse,
+  CrmSharedReportFilters,
+  CrmPipelineReportResponse,
+  CrmLeadAgingReportResponse,
+  CrmEnquiryAgingReportResponse
 } from '../api/types';
 import { buildReportCatalogGroups } from './builders/catalog-builder';
 import { resolveCrmAccess } from './context';
 import { listReportRegistry } from './datasets/catalog';
+import { listPipelineReportDataset } from './datasets/pipeline-report.dataset';
 import { buildSharedReportFilters } from './filters/shared';
-import type { ResolvedReportContext } from './types';
+import type { ParsedCrmReportFilters, PipelineDatasetRecord, ResolvedReportContext } from './types';
 
 export function buildResolvedReportContext(input: Parameters<typeof resolveCrmAccess>[0]) {
   return resolveCrmAccess(input);
 }
 
-async function auditReportView(context: ResolvedReportContext, reportCode: string, filters?: Record<string, unknown>) {
+function getDayDifference(start: Date, end: Date) {
+  const milliseconds = end.getTime() - start.getTime();
+  return Math.max(0, Math.floor(milliseconds / 86_400_000));
+}
+
+function toPercent(numerator: number, denominator: number) {
+  if (denominator <= 0) {
+    return 0;
+  }
+
+  return Number(((numerator / denominator) * 100).toFixed(2));
+}
+
+function average(values: number[]) {
+  if (!values.length) {
+    return 0;
+  }
+
+  return Number((values.reduce((sum, value) => sum + value, 0) / values.length).toFixed(2));
+}
+
+function sumValues(items: PipelineDatasetRecord[], selector: (row: PipelineDatasetRecord) => number) {
+  return items.reduce((sum, row) => sum + selector(row), 0);
+}
+
+function isConvertedLead(row: PipelineDatasetRecord) {
+  return row.pipelineStage !== 'lead' || Boolean(row.assignedToUserId);
+}
+
+function isOpenEnquiry(row: PipelineDatasetRecord) {
+  return row.pipelineStage === 'enquiry';
+}
+
+function buildLeadPipelineRows(rows: PipelineDatasetRecord[]) {
+  const grouped = new Map<string, CrmPipelineReportResponse['leadPipeline'][number]>();
+
+  for (const row of rows) {
+    const key = [
+      row.leadSourceLabel,
+      row.customerOwnerName,
+      row.createdByName,
+      row.branchLabel,
+      row.productTypeLabel
+    ].join('|');
+    const current =
+      grouped.get(key) ??
+      {
+        leadSourceLabel: row.leadSourceLabel,
+        customerOwnerName: row.customerOwnerName,
+        createdByName: row.createdByName,
+        branchLabel: row.branchLabel,
+        productTypeLabel: row.productTypeLabel,
+        totalLeads: 0,
+        newLeads: 0,
+        assignedLeads: 0,
+        unassignedLeads: 0,
+        convertedLeads: 0
+      };
+
+    current.totalLeads += 1;
+    current.newLeads += 1;
+
+    if (row.assignedToUserId) {
+      current.assignedLeads += 1;
+    } else {
+      current.unassignedLeads += 1;
+    }
+
+    if (isConvertedLead(row)) {
+      current.convertedLeads += 1;
+    }
+
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()].toSorted((left, right) => right.totalLeads - left.totalLeads);
+}
+
+function buildEnquiryPipelineRows(rows: PipelineDatasetRecord[]) {
+  const grouped = new Map<string, CrmPipelineReportResponse['enquiryPipeline'][number]>();
+
+  for (const row of rows) {
+    const key = [
+      row.assignedToName ?? 'Unassigned',
+      row.branchLabel,
+      row.productTypeLabel,
+      row.customerOwnerName
+    ].join('|');
+    const current =
+      grouped.get(key) ??
+      {
+        salesmanName: row.assignedToName ?? 'Unassigned',
+        branchLabel: row.branchLabel,
+        productTypeLabel: row.productTypeLabel,
+        customerOwnerName: row.customerOwnerName,
+        openEnquiries: 0,
+        convertedToQuotation: 0,
+        won: 0,
+        lost: 0
+      };
+
+    if (isOpenEnquiry(row)) {
+      current.openEnquiries += 1;
+    }
+
+    if (row.quotationCount > 0) {
+      current.convertedToQuotation += 1;
+    }
+
+    if (row.pipelineStage === 'closed_won') {
+      current.won += 1;
+    }
+
+    if (row.pipelineStage === 'closed_lost') {
+      current.lost += 1;
+    }
+
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()].toSorted(
+    (left, right) =>
+      right.openEnquiries + right.convertedToQuotation + right.won + right.lost -
+      (left.openEnquiries + left.convertedToQuotation + left.won + left.lost)
+  );
+}
+
+function buildLeadConversionRows(rows: PipelineDatasetRecord[]) {
+  const grouped = new Map<string, CrmPipelineReportResponse['leadConversion'][number]>();
+
+  for (const row of rows) {
+    const key = [
+      row.leadSourceLabel,
+      row.branchLabel,
+      row.productTypeLabel,
+      row.createdByName
+    ].join('|');
+    const current =
+      grouped.get(key) ??
+      {
+        leadSourceLabel: row.leadSourceLabel,
+        branchLabel: row.branchLabel,
+        productTypeLabel: row.productTypeLabel,
+        marketingUserName: row.createdByName,
+        totalLeads: 0,
+        convertedEnquiries: 0,
+        conversionRate: 0
+      };
+
+    current.totalLeads += 1;
+    if (isConvertedLead(row)) {
+      current.convertedEnquiries += 1;
+    }
+
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()]
+    .map((row) => ({
+      ...row,
+      conversionRate: toPercent(row.convertedEnquiries, row.totalLeads)
+    }))
+    .toSorted((left, right) => right.totalLeads - left.totalLeads);
+}
+
+function buildEnquiryConversionRows(rows: PipelineDatasetRecord[]) {
+  const enquiryRows = rows.filter((row) => row.pipelineStage !== 'lead' || row.assignedToUserId);
+  const grouped = new Map<string, CrmPipelineReportResponse['enquiryConversion'][number]>();
+
+  for (const row of enquiryRows) {
+    const key = [(row.assignedToName ?? 'Unassigned'), row.branchLabel, row.productTypeLabel].join('|');
+    const current =
+      grouped.get(key) ??
+      {
+        salesmanName: row.assignedToName ?? 'Unassigned',
+        branchLabel: row.branchLabel,
+        productTypeLabel: row.productTypeLabel,
+        totalEnquiries: 0,
+        enquiriesWithQuotation: 0,
+        conversionRate: 0
+      };
+
+    current.totalEnquiries += 1;
+    if (row.quotationCount > 0) {
+      current.enquiriesWithQuotation += 1;
+    }
+
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()]
+    .map((row) => ({
+      ...row,
+      conversionRate: toPercent(row.enquiriesWithQuotation, row.totalEnquiries)
+    }))
+    .toSorted((left, right) => right.totalEnquiries - left.totalEnquiries);
+}
+
+function buildFunnelRows(rows: PipelineDatasetRecord[], canViewRevenueValues: boolean) {
+  const leadCount = rows.length;
+  const enquiryRows = rows.filter((row) => isConvertedLead(row));
+  const quotationRows = rows.filter((row) => row.quotationCount > 0);
+  const wonRows = rows.filter((row) => row.pipelineStage === 'closed_won');
+  const lostRows = rows.filter((row) => row.pipelineStage === 'closed_lost');
+
+  const valueOrNull = (value: number) => (canViewRevenueValues ? value : null);
+
+  return [
+    {
+      stageKey: 'lead' as const,
+      stageLabel: 'Lead',
+      count: leadCount,
+      value: valueOrNull(sumValues(rows, (row) => row.estimatedValue)),
+      conversionRate: null
+    },
+    {
+      stageKey: 'enquiry' as const,
+      stageLabel: 'Enquiry',
+      count: enquiryRows.length,
+      value: valueOrNull(sumValues(enquiryRows, (row) => row.estimatedValue)),
+      conversionRate: toPercent(enquiryRows.length, leadCount)
+    },
+    {
+      stageKey: 'quotation' as const,
+      stageLabel: 'Quotation',
+      count: quotationRows.length,
+      value: valueOrNull(sumValues(quotationRows, (row) => row.quotationValue)),
+      conversionRate: toPercent(quotationRows.length, enquiryRows.length)
+    },
+    {
+      stageKey: 'closed_won' as const,
+      stageLabel: 'Closed Won',
+      count: wonRows.length,
+      value: valueOrNull(sumValues(wonRows, (row) => row.poAmount || row.quotationValue || row.estimatedValue)),
+      conversionRate: toPercent(wonRows.length, quotationRows.length)
+    },
+    {
+      stageKey: 'closed_lost' as const,
+      stageLabel: 'Closed Lost',
+      count: lostRows.length,
+      value: valueOrNull(sumValues(lostRows, (row) => row.estimatedValue || row.quotationValue)),
+      conversionRate: toPercent(lostRows.length, quotationRows.length)
+    }
+  ];
+}
+
+function buildLeadAging(rows: PipelineDatasetRecord[], filters: ParsedCrmReportFilters): CrmLeadAgingReportResponse {
+  const now = new Date();
+  const leadRows = rows
+    .filter((row) => row.pipelineStage === 'lead')
+    .map((row) => ({
+      leadId: row.enquiryId,
+      leadCode: row.enquiryCode,
+      customerName: row.customerName,
+      assignedUserName: row.assignedToName,
+      createdDate: row.createdAt.toISOString(),
+      agingDays: getDayDifference(row.createdAt, now)
+    }))
+    .toSorted((left, right) => right.agingDays - left.agingDays);
+  const ages = leadRows.map((row) => row.agingDays);
+
+  return {
+    success: true,
+    time: new Date().toISOString(),
+    message: 'CRM lead aging report loaded successfully',
+    filters,
+    summary: {
+      leadCount: leadRows.length,
+      averageAgingDays: average(ages),
+      maximumAgingDays: ages.length ? Math.max(...ages) : 0
+    },
+    buckets: [
+      { key: '0_7', label: '0-7 Days', count: leadRows.filter((row) => row.agingDays <= 7).length },
+      { key: '8_14', label: '8-14 Days', count: leadRows.filter((row) => row.agingDays >= 8 && row.agingDays <= 14).length },
+      { key: '15_30', label: '15-30 Days', count: leadRows.filter((row) => row.agingDays >= 15 && row.agingDays <= 30).length },
+      { key: '31_60', label: '31-60 Days', count: leadRows.filter((row) => row.agingDays >= 31 && row.agingDays <= 60).length },
+      { key: '60_plus', label: '60+ Days', count: leadRows.filter((row) => row.agingDays > 60).length }
+    ],
+    rows: leadRows
+  };
+}
+
+function buildEnquiryAging(
+  rows: PipelineDatasetRecord[],
+  filters: ParsedCrmReportFilters
+): CrmEnquiryAgingReportResponse {
+  const now = new Date();
+  const enquiryRows = rows
+    .filter((row) => row.pipelineStage === 'enquiry')
+    .map((row) => ({
+      enquiryId: row.enquiryId,
+      enquiryCode: row.enquiryCode,
+      customerName: row.customerName,
+      salesmanName: row.assignedToName,
+      lastFollowupDate: row.lastFollowupDate?.toISOString() ?? null,
+      agingDays: getDayDifference(row.createdAt, now)
+    }))
+    .toSorted((left, right) => right.agingDays - left.agingDays);
+  const ages = enquiryRows.map((row) => row.agingDays);
+
+  return {
+    success: true,
+    time: new Date().toISOString(),
+    message: 'CRM enquiry aging report loaded successfully',
+    filters,
+    summary: {
+      openEnquiries: enquiryRows.length,
+      averageAgingDays: average(ages),
+      maximumAgingDays: ages.length ? Math.max(...ages) : 0
+    },
+    buckets: [
+      { key: '0_14', label: '0-14 Days', count: enquiryRows.filter((row) => row.agingDays <= 14).length },
+      { key: '15_30', label: '15-30 Days', count: enquiryRows.filter((row) => row.agingDays >= 15 && row.agingDays <= 30).length },
+      { key: '31_60', label: '31-60 Days', count: enquiryRows.filter((row) => row.agingDays >= 31 && row.agingDays <= 60).length },
+      { key: '60_plus', label: '60+ Days', count: enquiryRows.filter((row) => row.agingDays > 60).length }
+    ],
+    rows: enquiryRows
+  };
+}
+
+async function auditReportView(context: ResolvedReportContext, reportCode: string, filters?: Record<string, unknown>, recordCount?: number) {
   await auditAction({
     organizationId: context.organizationId,
     userId: context.userId,
     entityType: 'crm_report',
     entityId: reportCode,
-    action: 'view',
+    action: 'view_pipeline_report',
     afterData: {
       reportCode,
       filters: filters ?? {},
-      userId: context.userId
+      userId: context.userId,
+      recordCount: recordCount ?? 0
     }
   });
 }
@@ -76,3 +403,58 @@ export async function getCrmReportFiltersResponse(
     filters
   };
 }
+
+export async function getCrmPipelineReportResponse(
+  context: ResolvedReportContext,
+  filters: CrmSharedReportFilters
+): Promise<CrmPipelineReportResponse> {
+  const dataset = await listPipelineReportDataset(context, filters);
+  const canViewRevenueValues = canViewQuotationPricing(context);
+  const response: CrmPipelineReportResponse = {
+    success: true,
+    time: new Date().toISOString(),
+    message: 'CRM pipeline report loaded successfully',
+    filters: dataset.filters,
+    summary: {
+      totalLeads: dataset.rows.length,
+      openEnquiries: dataset.rows.filter((row) => row.pipelineStage === 'enquiry').length,
+      quotations: dataset.rows.filter((row) => row.quotationCount > 0).length,
+      won: dataset.rows.filter((row) => row.pipelineStage === 'closed_won').length,
+      lost: dataset.rows.filter((row) => row.pipelineStage === 'closed_lost').length,
+      canViewRevenueValues
+    },
+    leadPipeline: buildLeadPipelineRows(dataset.rows),
+    enquiryPipeline: buildEnquiryPipelineRows(dataset.rows),
+    leadConversion: buildLeadConversionRows(dataset.rows),
+    enquiryConversion: buildEnquiryConversionRows(dataset.rows),
+    funnel: buildFunnelRows(dataset.rows, canViewRevenueValues)
+  };
+
+  await auditReportView(context, 'pipeline_suite', { ...dataset.filters }, dataset.rows.length);
+
+  return response;
+}
+
+export async function getCrmLeadAgingReportResponse(
+  context: ResolvedReportContext,
+  filters: CrmSharedReportFilters
+): Promise<CrmLeadAgingReportResponse> {
+  const dataset = await listPipelineReportDataset(context, filters);
+  const response = buildLeadAging(dataset.rows, dataset.filters);
+
+  await auditReportView(context, 'lead_aging', { ...dataset.filters }, response.rows.length);
+
+  return response;
+}
+
+export async function getCrmEnquiryAgingReportResponse(
+  context: ResolvedReportContext,
+  filters: CrmSharedReportFilters
+): Promise<CrmEnquiryAgingReportResponse> {
+  const dataset = await listPipelineReportDataset(context, filters);
+  const response = buildEnquiryAging(dataset.rows, dataset.filters);
+
+  await auditReportView(context, 'enquiry_aging', { ...dataset.filters }, response.rows.length);
+
+  return response;
+}

src/features/crm/reports/server/types.ts

@@ -23,3 +23,46 @@ export interface ReportRegistryRow {
   isSystem: boolean;
   isActive: boolean;
 }
+
+export interface ParsedCrmReportFilters {
+  dateFrom: string | null;
+  dateTo: string | null;
+  branch: string | null;
+  productType: string | null;
+  sales: string | null;
+  customer: string | null;
+  customerOwner: string | null;
+  leadSource: string | null;
+  pipelineStage: string | null;
+  outcome: string | null;
+  lostReason: string | null;
+}
+
+export interface PipelineDatasetRecord {
+  enquiryId: string;
+  enquiryCode: string;
+  customerId: string;
+  customerName: string;
+  branchId: string | null;
+  branchLabel: string;
+  productTypeId: string | null;
+  productTypeLabel: string;
+  leadSourceId: string | null;
+  leadSourceLabel: string;
+  pipelineStage: string;
+  createdAt: Date;
+  createdByUserId: string;
+  createdByName: string;
+  assignedToUserId: string | null;
+  assignedToName: string | null;
+  customerOwnerUserId: string | null;
+  customerOwnerName: string;
+  quotationCount: number;
+  quotationValue: number;
+  estimatedValue: number;
+  poAmount: number;
+  lastFollowupDate: Date | null;
+  closedWonAt: Date | null;
+  closedLostAt: Date | null;
+  lostReason: string | null;
+}