task-d.4

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

@@ -14,6 +14,7 @@ import {
 } from 'drizzle-orm';
 import {
   crmCustomers,
+  crmEnquiries,
   crmEnquiryCustomers,
   crmQuotationCustomers,
   crmQuotations
@@ -24,7 +25,13 @@ import {
   PROJECT_PARTY_OPTION_CATEGORY,
   resolveProjectPartyRole
 } from '@/features/crm/shared/project-party';
-import type { RevenueAttributionFilters, RevenueAttributionSummary } from './types';
+import type {
+  OutcomeBreakdownRow,
+  OutcomeRevenueFilters,
+  OutcomeRevenueRecord,
+  RevenueAttributionFilters,
+  RevenueAttributionSummary
+} from './types';
 
 type SupportedRevenueRole = 'end_customer' | 'billing_customer' | 'contractor' | 'consultant';
 
@@ -378,3 +385,174 @@ export async function getRevenueByConsultant(
 ) {
   return getRevenueByRole(organizationId, 'consultant', filters);
 }
+
+function buildOutcomeRevenueFilters(
+  organizationId: string,
+  stage: 'closed_won' | 'closed_lost',
+  filters: OutcomeRevenueFilters
+): SQL[] {
+  const dateColumn = stage === 'closed_won' ? crmEnquiries.closedWonAt : crmEnquiries.closedLostAt;
+
+  return [
+    eq(crmEnquiries.organizationId, organizationId),
+    isNull(crmEnquiries.deletedAt),
+    eq(crmEnquiries.pipelineStage, stage),
+    ...(filters.branch ? [eq(crmEnquiries.branchId, filters.branch)] : []),
+    ...(filters.salesman ? [eq(crmEnquiries.assignedToUserId, filters.salesman)] : []),
+    ...(filters.productType ? [eq(crmEnquiries.productType, filters.productType)] : []),
+    ...(filters.dateFrom ? [gte(dateColumn, new Date(filters.dateFrom))] : []),
+    ...(filters.dateTo ? [lte(dateColumn, new Date(filters.dateTo))] : [])
+  ];
+}
+
+async function getOutcomeRevenueRecords(
+  organizationId: string,
+  stage: 'closed_won' | 'closed_lost',
+  filters: OutcomeRevenueFilters = {}
+): Promise<OutcomeRevenueRecord[]> {
+  const whereFilters = buildOutcomeRevenueFilters(organizationId, stage, filters);
+  const where = whereFilters.length === 1 ? whereFilters[0] : and(...whereFilters);
+  const enquiries = await db.select().from(crmEnquiries).where(where);
+
+  if (!enquiries.length) {
+    return [];
+  }
+
+  const enquiryIds = enquiries.map((row) => row.id);
+  const quotationRows = await db
+    .select({
+      enquiryId: crmQuotations.enquiryId,
+      totalAmount: crmQuotations.totalAmount
+    })
+    .from(crmQuotations)
+    .where(
+      and(
+        eq(crmQuotations.organizationId, organizationId),
+        inArray(crmQuotations.enquiryId, enquiryIds),
+        isNull(crmQuotations.deletedAt)
+      )
+    );
+  const quotationTotals = new Map<string, number>();
+
+  for (const row of quotationRows) {
+    if (!row.enquiryId) {
+      continue;
+    }
+
+    quotationTotals.set(row.enquiryId, (quotationTotals.get(row.enquiryId) ?? 0) + row.totalAmount);
+  }
+
+  return enquiries.map((row) => ({
+    enquiryId: row.id,
+    customerId: row.customerId,
+    branchId: row.branchId,
+    productType: row.productType,
+    assignedToUserId: row.assignedToUserId,
+    revenue: stage === 'closed_won' ? row.poAmount ?? quotationTotals.get(row.id) ?? 0 : quotationTotals.get(row.id) ?? 0,
+    closedAt:
+      (stage === 'closed_won' ? row.closedWonAt : row.closedLostAt)?.toISOString() ?? null
+  }));
+}
+
+export async function getWonRevenue(
+  organizationId: string,
+  filters: OutcomeRevenueFilters = {}
+) {
+  return getOutcomeRevenueRecords(organizationId, 'closed_won', filters);
+}
+
+export async function getLostRevenue(
+  organizationId: string,
+  filters: OutcomeRevenueFilters = {}
+) {
+  return getOutcomeRevenueRecords(organizationId, 'closed_lost', filters);
+}
+
+export async function getLostByReason(
+  organizationId: string,
+  filters: OutcomeRevenueFilters = {}
+): Promise<OutcomeBreakdownRow[]> {
+  const records = await getLostRevenue(organizationId, filters);
+  const enquiryIds = records.map((row) => row.enquiryId);
+
+  if (!enquiryIds.length) {
+    return [];
+  }
+
+  const [enquiries, lostReasonOptions] = await Promise.all([
+    db
+      .select({ id: crmEnquiries.id, lostReason: crmEnquiries.lostReason })
+      .from(crmEnquiries)
+      .where(inArray(crmEnquiries.id, enquiryIds)),
+    getActiveOptionsByCategory('crm_lost_reason', { organizationId })
+  ]);
+  const lostReasonMap = new Map(
+    lostReasonOptions.flatMap((item) => [
+      [item.id, item.label] as const,
+      [item.code, item.label] as const
+    ])
+  );
+  const grouped = new Map<string, OutcomeBreakdownRow>();
+
+  for (const row of records) {
+    const enquiry = enquiries.find((item) => item.id === row.enquiryId);
+    const key = enquiry?.lostReason ?? 'unknown';
+    const current = grouped.get(key) ?? {
+      key,
+      label: lostReasonMap.get(key) ?? key,
+      count: 0,
+      revenue: 0
+    };
+    current.count += 1;
+    current.revenue += row.revenue;
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()].sort((a, b) => b.count - a.count || b.revenue - a.revenue);
+}
+
+export async function getLostByCompetitor(
+  organizationId: string,
+  filters: OutcomeRevenueFilters = {}
+): Promise<OutcomeBreakdownRow[]> {
+  const records = await getLostRevenue(organizationId, filters);
+  const enquiryIds = records.map((row) => row.enquiryId);
+
+  if (!enquiryIds.length) {
+    return [];
+  }
+
+  const enquiries = await db
+    .select({ id: crmEnquiries.id, lostCompetitor: crmEnquiries.lostCompetitor })
+    .from(crmEnquiries)
+    .where(inArray(crmEnquiries.id, enquiryIds));
+  const grouped = new Map<string, OutcomeBreakdownRow>();
+
+  for (const row of records) {
+    const enquiry = enquiries.find((item) => item.id === row.enquiryId);
+    const key = enquiry?.lostCompetitor?.trim() || 'unknown';
+    const current = grouped.get(key) ?? { key, label: key, count: 0, revenue: 0 };
+    current.count += 1;
+    current.revenue += row.revenue;
+    grouped.set(key, current);
+  }
+
+  return [...grouped.values()].sort((a, b) => b.count - a.count || b.revenue - a.revenue);
+}
+
+export async function getWinRate(
+  organizationId: string,
+  filters: OutcomeRevenueFilters = {}
+) {
+  const [wonRows, lostRows] = await Promise.all([
+    getWonRevenue(organizationId, filters),
+    getLostRevenue(organizationId, filters)
+  ]);
+  const denominator = wonRows.length + lostRows.length;
+
+  if (denominator === 0) {
+    return 0;
+  }
+
+  return Math.round((wonRows.length / denominator) * 10000) / 100;
+}

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

@@ -20,3 +20,28 @@ export interface RevenueAttributionSummary {
   quotationCount: number;
   quotationIds: string[];
 }
+
+export interface OutcomeRevenueFilters {
+  dateFrom?: string | null;
+  dateTo?: string | null;
+  branch?: string | null;
+  salesman?: string | null;
+  productType?: string | null;
+}
+
+export interface OutcomeRevenueRecord {
+  enquiryId: string;
+  customerId: string;
+  branchId: string | null;
+  productType: string;
+  assignedToUserId: string | null;
+  revenue: number;
+  closedAt: string | null;
+}
+
+export interface OutcomeBreakdownRow {
+  key: string;
+  label: string;
+  count: number;
+  revenue: number;
+}