task-b
task-b.1 complere
This commit is contained in:
phaichayon
593
src/features/crm-demo/api/service.ts
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593
src/features/crm-demo/api/service.ts
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@@ -0,0 +1,593 @@
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import type {
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ApprovalActionPayload,
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ApprovalFilters,
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ContactSharePayload,
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CrmDashboardData,
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CrmReferenceData,
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Customer,
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CustomerDetailResponse,
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CustomerFilters,
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CustomerMutationPayload,
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Enquiry,
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EnquiryDetailResponse,
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EnquiryFilters,
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PaginatedResponse,
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Quotation,
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QuotationDetailResponse,
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QuotationFilters
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} from './types';
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import { initialCrmState, type CrmMockState } from '../data/mock-crm';
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function clone<T>(value: T): T {
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return JSON.parse(JSON.stringify(value)) as T;
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}
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let crmState: CrmMockState = clone(initialCrmState);
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function sortItems<T>(items: T[], sort?: string) {
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if (!sort) return items;
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try {
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const parsed = JSON.parse(sort) as Array<{ id: string; desc?: boolean }>;
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const [rule] = parsed;
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if (!rule) return items;
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return [...items].sort((a, b) => {
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const av = String((a as Record<string, unknown>)[rule.id] ?? '');
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const bv = String((b as Record<string, unknown>)[rule.id] ?? '');
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return rule.desc ? bv.localeCompare(av) : av.localeCompare(bv);
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});
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} catch {
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return items;
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}
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}
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function paginate<T>(items: T[], page = 1, limit = 10): PaginatedResponse<T> {
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const start = (page - 1) * limit;
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return {
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items: items.slice(start, start + limit),
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totalItems: items.length
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};
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}
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function findBranch(branchId: string) {
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return crmState.branches.find((branch) => branch.id === branchId);
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}
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function findSalesperson(id: string) {
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return crmState.salespersons.find((sales) => sales.id === id);
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}
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export async function getCrmReferenceData(): Promise<CrmReferenceData> {
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return clone({
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branches: crmState.branches,
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salespersons: crmState.salespersons,
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masterOptions: crmState.masterOptions,
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sequences: crmState.sequences,
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templates: crmState.templates
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});
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}
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export async function getCrmDashboardData(): Promise<CrmDashboardData> {
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const openEnquiries = crmState.enquiries.filter((enquiry) =>
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['new', 'qualifying', 'requirement', 'follow_up'].includes(enquiry.status)
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);
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const pendingQuotations = crmState.quotations.filter(
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(quotation) => quotation.status === 'pending_approval'
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);
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const wonQuotations = crmState.quotations.filter((quotation) => quotation.status === 'accepted');
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const lostQuotations = crmState.quotations.filter((quotation) => quotation.status === 'lost');
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const hotQuotations = crmState.quotations.filter((quotation) => quotation.isHotProject);
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const dueFollowUps = crmState.quotations.flatMap((quotation) => quotation.followUps).slice(0, 5);
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const conversionRate = Math.round(
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(wonQuotations.length / Math.max(1, crmState.enquiries.length)) * 100
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);
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return clone({
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metrics: [
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{
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id: 'm-1',
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label: 'Total Enquiries',
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value: String(crmState.enquiries.length),
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change: '+12%',
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trend: 'up'
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},
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{
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id: 'm-2',
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label: 'Open Enquiries',
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value: String(openEnquiries.length),
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change: '+3',
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trend: 'up'
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},
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{
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id: 'm-3',
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label: 'Pending Quotations',
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value: String(pendingQuotations.length),
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change: '+2',
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trend: 'up'
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},
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{
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id: 'm-4',
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label: 'Pending Approval',
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value: String(crmState.approvals.filter((item) => item.status === 'pending').length),
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change: 'Needs review',
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trend: 'flat'
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},
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{
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id: 'm-5',
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label: 'Won Amount',
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value: `${Math.round(wonQuotations.reduce((sum, item) => sum + item.totalAmount, 0) / 1000000)}M`,
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change: '+18%',
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trend: 'up'
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},
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{
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id: 'm-6',
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label: 'Lost Amount',
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value: `${Math.round(lostQuotations.reduce((sum, item) => sum + item.totalAmount, 0) / 1000000)}M`,
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change: '-6%',
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trend: 'down'
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},
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{
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id: 'm-7',
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label: 'Conversion Rate',
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value: `${conversionRate}%`,
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change: '+4pts',
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trend: 'up'
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},
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{
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id: 'm-8',
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label: 'Hot Projects',
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value: String(hotQuotations.length),
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change: 'Focus',
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trend: 'flat'
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},
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{
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id: 'm-9',
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label: 'Follow-up Due Today',
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value: String(dueFollowUps.length),
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change: 'Today',
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trend: 'flat'
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}
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],
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enquiryPipeline: [
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{ label: 'New', value: crmState.enquiries.filter((item) => item.status === 'new').length },
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{
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label: 'Qualifying',
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value: crmState.enquiries.filter((item) => item.status === 'qualifying').length
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},
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{
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label: 'Requirement',
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value: crmState.enquiries.filter((item) => item.status === 'requirement').length
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},
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{
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label: 'Follow Up',
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value: crmState.enquiries.filter((item) => item.status === 'follow_up').length
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},
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{
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label: 'Converted',
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value: crmState.enquiries.filter((item) => item.status === 'converted').length
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}
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],
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quotationPipeline: [
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{
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label: 'Draft',
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value: crmState.quotations.filter((item) => item.status === 'draft').length
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},
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{
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label: 'Pending',
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value: crmState.quotations.filter((item) => item.status === 'pending_approval').length
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},
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{ label: 'Sent', value: crmState.quotations.filter((item) => item.status === 'sent').length },
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{
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label: 'Accepted',
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value: crmState.quotations.filter((item) => item.status === 'accepted').length
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},
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{ label: 'Lost', value: crmState.quotations.filter((item) => item.status === 'lost').length }
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],
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salesPerformance: crmState.salespersons.map((salesperson) => ({
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label: salesperson.nickname,
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value: crmState.quotations.filter((quotation) => quotation.salesmanId === salesperson.id)
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.length,
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secondaryValue: crmState.quotations
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.filter((quotation) => quotation.salesmanId === salesperson.id)
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.reduce((sum, quotation) => sum + quotation.totalAmount, 0)
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})),
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competitorAnalysis: [
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{ label: 'Apex Dock', value: 3 },
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{ label: 'LiftPro', value: 2 },
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{ label: 'SunNorth', value: 1 },
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{ label: 'Others', value: 2 }
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],
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wonLostTrend: [
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{ label: 'Jan', value: 1, secondaryValue: 0 },
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{ label: 'Feb', value: 2, secondaryValue: 1 },
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{ label: 'Mar', value: 1, secondaryValue: 1 },
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{ label: 'Apr', value: 3, secondaryValue: 1 },
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{ label: 'May', value: 2, secondaryValue: 2 },
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{ label: 'Jun', value: 2, secondaryValue: 1 }
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],
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pendingApprovals: crmState.approvals.filter((item) => item.status === 'pending'),
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hotQuotations,
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dueFollowUps
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});
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}
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export async function getCustomers(filters: CustomerFilters): Promise<PaginatedResponse<Customer>> {
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let items = [...crmState.customers];
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if (filters.search) {
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const search = filters.search.toLowerCase();
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items = items.filter(
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(customer) =>
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customer.name.toLowerCase().includes(search) || customer.code.toLowerCase().includes(search)
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);
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}
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if (filters.status) {
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items = items.filter((customer) => customer.customerStatus === filters.status);
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}
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if (filters.branch) {
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items = items.filter((customer) => customer.branchId === filters.branch);
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}
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items = sortItems(items, filters.sort);
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return clone(paginate(items, filters.page, filters.limit));
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}
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export async function getCustomerById(id: string): Promise<CustomerDetailResponse> {
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const customer = crmState.customers.find((item) => item.id === id);
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if (!customer) {
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throw new Error('Customer not found');
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}
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return clone({
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customer,
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contacts: crmState.contacts.filter((contact) => contact.customerId === id),
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shares: crmState.contactShares.filter((share) =>
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crmState.contacts.some(
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(contact) => contact.id === share.contactId && contact.customerId === id
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)
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),
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shareLogs: crmState.contactShareLogs.filter((log) =>
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crmState.contacts.some((contact) => contact.id === log.contactId && contact.customerId === id)
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),
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enquiries: crmState.enquiries.filter((enquiry) => enquiry.customerId === id),
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quotations: crmState.quotations.filter((quotation) =>
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quotation.customerRoles.some((role) => role.customerId === id)
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),
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auditEvents: crmState.auditEvents.filter((event) => event.entityId === id),
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branch: findBranch(customer.branchId)!
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});
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}
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export async function getEnquiries(filters: EnquiryFilters): Promise<PaginatedResponse<Enquiry>> {
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let items = [...crmState.enquiries];
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if (filters.search) {
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const search = filters.search.toLowerCase();
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items = items.filter(
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(item) =>
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item.code.toLowerCase().includes(search) || item.title.toLowerCase().includes(search)
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);
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}
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if (filters.status) items = items.filter((item) => item.status === filters.status);
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if (filters.productType) items = items.filter((item) => item.productType === filters.productType);
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if (filters.salesman) items = items.filter((item) => item.salesmanId === filters.salesman);
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if (filters.dateFrom) items = items.filter((item) => item.createdAt >= filters.dateFrom!);
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if (filters.dateTo)
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items = items.filter((item) => item.createdAt <= `${filters.dateTo!}T23:59:59.999Z`);
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items = sortItems(items, filters.sort);
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return clone(paginate(items, filters.page, filters.limit));
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}
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export async function getEnquiryById(id: string): Promise<EnquiryDetailResponse> {
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const enquiry = crmState.enquiries.find((item) => item.id === id);
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if (!enquiry) {
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throw new Error('Enquiry not found');
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}
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const customer = crmState.customers.find((item) => item.id === enquiry.customerId)!;
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const contact = crmState.contacts.find((item) => item.id === enquiry.contactId)!;
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return clone({
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enquiry,
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customer,
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contact,
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quotations: crmState.quotations.filter((quotation) => quotation.enquiryId === id),
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branch: findBranch(enquiry.branchId)!,
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salesman: findSalesperson(enquiry.salesmanId)!
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});
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}
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export async function getQuotations(
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filters: QuotationFilters
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): Promise<PaginatedResponse<Quotation>> {
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let items = [...crmState.quotations];
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if (filters.search) {
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const search = filters.search.toLowerCase();
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items = items.filter(
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(quotation) =>
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quotation.code.toLowerCase().includes(search) ||
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quotation.project.toLowerCase().includes(search)
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);
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}
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if (filters.status) items = items.filter((quotation) => quotation.status === filters.status);
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if (filters.quotationType)
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items = items.filter((quotation) => quotation.quotationType === filters.quotationType);
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if (filters.salesman)
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items = items.filter((quotation) => quotation.salesmanId === filters.salesman);
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if (filters.hot)
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items = items.filter((quotation) =>
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filters.hot === 'yes' ? quotation.isHotProject : !quotation.isHotProject
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);
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if (filters.dateFrom)
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items = items.filter((quotation) => quotation.quotationDate >= filters.dateFrom!);
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if (filters.dateTo)
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items = items.filter((quotation) => quotation.quotationDate <= filters.dateTo!);
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items = sortItems(items, filters.sort);
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return clone(paginate(items, filters.page, filters.limit));
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}
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export async function getQuotationById(id: string): Promise<QuotationDetailResponse> {
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const quotation = crmState.quotations.find((item) => item.id === id);
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if (!quotation) {
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throw new Error('Quotation not found');
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}
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const enquiry = crmState.enquiries.find((item) => item.id === quotation.enquiryId)!;
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const customerIds = [...new Set(quotation.customerRoles.map((role) => role.customerId))];
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const contactIds = [
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...new Set(quotation.customerRoles.map((role) => role.contactId).filter(Boolean))
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] as string[];
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return clone({
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quotation,
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enquiry,
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customers: crmState.customers.filter((item) => customerIds.includes(item.id)),
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contacts: crmState.contacts.filter((item) => contactIds.includes(item.id)),
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branch: findBranch(quotation.branchId)!,
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salesman: findSalesperson(quotation.salesmanId)!,
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saleAdmin: findSalesperson(quotation.saleAdminId)!,
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auditEvents: crmState.auditEvents.filter((event) => quotation.auditEventIds.includes(event.id))
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});
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}
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export async function getApprovals(filters: ApprovalFilters) {
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let items = [...crmState.approvals];
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if (filters.branch) items = items.filter((item) => item.branchId === filters.branch);
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if (filters.status) items = items.filter((item) => item.status === filters.status);
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return clone(paginate(items, filters.page, filters.limit));
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}
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export async function createCustomer(values: CustomerMutationPayload) {
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const customer: Customer = { id: `cus-${Date.now()}`, contactIds: [], ...values };
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crmState.customers.unshift(customer);
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return clone(customer);
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}
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export async function updateCustomer(id: string, values: CustomerMutationPayload) {
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crmState.customers = crmState.customers.map((customer) =>
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customer.id === id ? { ...customer, ...values } : customer
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);
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return getCustomerById(id);
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}
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export async function convertEnquiryToQuotation(enquiryId: string) {
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const enquiry = crmState.enquiries.find((item) => item.id === enquiryId);
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if (!enquiry) throw new Error('Enquiry not found');
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const nextId = `qt-${Date.now()}`;
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const newQuotation: Quotation = {
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id: nextId,
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code: `QT2606-${String(crmState.quotations.length + 1).padStart(3, '0')}`,
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enquiryId,
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quotationDate: '2026-06-11',
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validUntil: '2026-07-11',
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quotationType: 'official',
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project: enquiry.title,
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siteLocation: enquiry.projectLocation,
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customerRoles: [
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{ role: 'owner', customerId: enquiry.customerId, contactId: enquiry.contactId }
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],
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salesmanId: enquiry.salesmanId,
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saleAdminId: 'sp-2',
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branchId: enquiry.branchId,
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status: 'draft',
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revision: 0,
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totalAmount: enquiry.expectedValue,
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chancePercent: enquiry.chancePercent,
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isHotProject: enquiry.chancePercent >= 70,
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items: [
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{
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id: `${nextId}-item-1`,
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topic: 'Scope',
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description: enquiry.requirementSummary,
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quantity: 1,
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unit: 'lot',
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unitPrice: enquiry.expectedValue,
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amount: enquiry.expectedValue
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}
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],
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topics: [
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{
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id: `${nextId}-topic-1`,
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type: 'scope',
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||||
label: 'Scope',
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items: [enquiry.requirementSummary]
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},
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{
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id: `${nextId}-topic-2`,
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type: 'exclusion',
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label: 'Exclusion',
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items: ['To be confirmed']
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},
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{ id: `${nextId}-topic-3`, type: 'payment', label: 'Payment', items: ['Pending setup'] }
|
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],
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followUps: [],
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attachments: [],
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approvalSteps: [],
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auditEventIds: []
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};
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crmState.quotations.unshift(newQuotation);
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crmState.enquiries = crmState.enquiries.map((item) =>
|
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item.id === enquiryId
|
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? {
|
||||
...item,
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status: 'converted',
|
||||
quotationIds: [...item.quotationIds, nextId],
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||||
activities: [
|
||||
...item.activities,
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||||
{
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||||
id: `${enquiryId}-activity-${Date.now()}`,
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||||
type: 'CONVERT',
|
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title: 'Convert to quotation',
|
||||
detail: `สร้าง ${newQuotation.code}`,
|
||||
actorName: 'CRM Demo',
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||||
createdAt: '2026-06-11T10:00:00.000Z'
|
||||
}
|
||||
]
|
||||
}
|
||||
: item
|
||||
);
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||||
|
||||
return clone(newQuotation);
|
||||
}
|
||||
|
||||
export async function submitQuotationApproval(quotationId: string) {
|
||||
crmState.quotations = crmState.quotations.map((quotation) =>
|
||||
quotation.id === quotationId
|
||||
? {
|
||||
...quotation,
|
||||
status: 'pending_approval',
|
||||
approvalSteps:
|
||||
quotation.approvalSteps.length > 0
|
||||
? quotation.approvalSteps
|
||||
: [
|
||||
{
|
||||
id: `${quotationId}-ap-1`,
|
||||
level: 1,
|
||||
approverName: 'Sales Director',
|
||||
approverPosition: 'Director',
|
||||
status: 'pending'
|
||||
}
|
||||
]
|
||||
}
|
||||
: quotation
|
||||
);
|
||||
}
|
||||
|
||||
export async function approveQuotation(payload: ApprovalActionPayload) {
|
||||
crmState.quotations = crmState.quotations.map((quotation) => {
|
||||
if (quotation.id !== payload.quotationId) return quotation;
|
||||
|
||||
const nextSteps: typeof quotation.approvalSteps = quotation.approvalSteps.map((step, index) =>
|
||||
index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
|
||||
? {
|
||||
...step,
|
||||
status: 'approved' as const,
|
||||
actedAt: '2026-06-11T11:00:00.000Z',
|
||||
comment: payload.comment
|
||||
}
|
||||
: step
|
||||
);
|
||||
|
||||
const hasPending = nextSteps.some((step) => step.status === 'pending');
|
||||
return {
|
||||
...quotation,
|
||||
approvalSteps: nextSteps,
|
||||
status: hasPending ? 'pending_approval' : 'approved',
|
||||
approvedPdfUrl: hasPending
|
||||
? quotation.approvedPdfUrl
|
||||
: `/mock/${quotation.code.toLowerCase()}.pdf`
|
||||
};
|
||||
});
|
||||
|
||||
crmState.approvals = crmState.approvals.map((item) =>
|
||||
item.quotationId === payload.quotationId ? { ...item, status: 'approved' } : item
|
||||
);
|
||||
}
|
||||
|
||||
export async function rejectQuotation(payload: ApprovalActionPayload) {
|
||||
crmState.quotations = crmState.quotations.map((quotation) =>
|
||||
quotation.id === payload.quotationId
|
||||
? {
|
||||
...quotation,
|
||||
status: 'rejected' as const,
|
||||
approvalSteps: quotation.approvalSteps.map((step, index) =>
|
||||
index === quotation.approvalSteps.findIndex((item) => item.status === 'pending')
|
||||
? {
|
||||
...step,
|
||||
status: 'rejected' as const,
|
||||
actedAt: '2026-06-11T11:30:00.000Z',
|
||||
comment: payload.comment
|
||||
}
|
||||
: step
|
||||
)
|
||||
}
|
||||
: quotation
|
||||
);
|
||||
crmState.approvals = crmState.approvals.map((item) =>
|
||||
item.quotationId === payload.quotationId ? { ...item, status: 'rejected' } : item
|
||||
);
|
||||
}
|
||||
|
||||
export async function createQuotationRevision(quotationId: string) {
|
||||
const quotation = crmState.quotations.find((item) => item.id === quotationId);
|
||||
if (!quotation) throw new Error('Quotation not found');
|
||||
|
||||
const revisionNumber = quotation.revision + 1;
|
||||
const newQuotation: Quotation = {
|
||||
...clone(quotation),
|
||||
id: `${quotationId}-rev-${revisionNumber}`,
|
||||
code: `${quotation.code}-R${String(revisionNumber).padStart(2, '0')}`,
|
||||
revision: revisionNumber,
|
||||
status: 'revised',
|
||||
totalAmount: quotation.totalAmount + 125000
|
||||
};
|
||||
|
||||
crmState.quotations.unshift(newQuotation);
|
||||
return clone(newQuotation);
|
||||
}
|
||||
|
||||
export async function markQuotationStatus(quotationId: string, status: Quotation['status']) {
|
||||
crmState.quotations = crmState.quotations.map((quotation) =>
|
||||
quotation.id === quotationId ? { ...quotation, status } : quotation
|
||||
);
|
||||
}
|
||||
|
||||
export async function shareContact(payload: ContactSharePayload) {
|
||||
const share = {
|
||||
id: `share-${Date.now()}`,
|
||||
createdAt: '2026-06-11T12:00:00.000Z',
|
||||
...payload
|
||||
};
|
||||
crmState.contactShares.unshift(share);
|
||||
crmState.contactShareLogs.unshift({
|
||||
id: `share-log-${Date.now()}`,
|
||||
contactId: payload.contactId,
|
||||
action: 'SHARE',
|
||||
targetUserName: payload.sharedWithUserName,
|
||||
actorName: 'CRM Demo',
|
||||
createdAt: '2026-06-11T12:00:00.000Z'
|
||||
});
|
||||
}
|
||||
|
||||
export async function revokeContactShare(contactId: string, shareId: string) {
|
||||
const current = crmState.contactShares.find((share) => share.id === shareId);
|
||||
crmState.contactShares = crmState.contactShares.filter((share) => share.id !== shareId);
|
||||
if (current) {
|
||||
crmState.contactShareLogs.unshift({
|
||||
id: `share-log-${Date.now()}`,
|
||||
contactId,
|
||||
action: 'REVOKE',
|
||||
targetUserName: current.sharedWithUserName,
|
||||
actorName: 'CRM Demo',
|
||||
createdAt: '2026-06-11T12:30:00.000Z'
|
||||
});
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user