Add Didar-style conversion rate to sales reports.
Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
@@ -84,6 +84,7 @@ export class ReportsService {
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status: { in: ['won', 'lost'] },
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updatedAt: { gte: dealEarliest },
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},
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{ createdAt: { gte: dealEarliest } },
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],
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},
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select: {
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@@ -658,6 +659,154 @@ export class ReportsService {
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const winRatePct = Math.round(winRate * 1000) / 10;
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const winRatePrevPct = Math.round(winRatePrev * 1000) / 10;
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const incomingCur = deals.filter(
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(d) => d.createdAt >= start && d.createdAt <= end,
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);
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const incomingPrev = deals.filter(
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(d) => d.createdAt >= prevStart && d.createdAt <= prevEnd,
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);
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const convWonCur = incomingCur.filter((d) => d.status === 'won').length;
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const convWonPrev = incomingPrev.filter((d) => d.status === 'won').length;
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const conversionPercent = incomingCur.length
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? Math.round((convWonCur / incomingCur.length) * 1000) / 10
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: 0;
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const previousConversionPercent = incomingPrev.length
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? Math.round((convWonPrev / incomingPrev.length) * 1000) / 10
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: 0;
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const conversionByTime: ReportsDashboardDto['conversionRate']['byTime'] =
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[];
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if (spanDays <= 45) {
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for (let i = 0; i < spanDays; i += 1) {
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const dayStart = startOfDay(
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new Date(start.getFullYear(), start.getMonth(), start.getDate() + i),
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);
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const dayEnd = endOfDay(dayStart);
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if (dayStart > end) break;
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const dayIncoming = incomingCur.filter(
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(d) => d.createdAt >= dayStart && d.createdAt <= dayEnd,
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);
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const dayWon = dayIncoming.filter((d) => d.status === 'won').length;
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const j = dateToJalali(dayStart);
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const key = `${dayStart.getFullYear()}-${String(dayStart.getMonth() + 1).padStart(2, '0')}-${String(dayStart.getDate()).padStart(2, '0')}`;
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conversionByTime.push({
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key,
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label: `${j.jd} ${jalaliMonthName(j.jm)}`,
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incomingCount: dayIncoming.length,
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wonCount: dayWon,
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conversionPercent: dayIncoming.length
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? Math.round((dayWon / dayIncoming.length) * 1000) / 10
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: 0,
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});
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}
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} else {
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const buckets = new Map<
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string,
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{ label: string; incoming: number; won: number }
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>();
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for (const d of incomingCur) {
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const j = dateToJalali(d.createdAt);
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const key = `${j.jy}-${String(j.jm).padStart(2, '0')}`;
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let bucket = buckets.get(key);
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if (!bucket) {
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bucket = {
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label: `${jalaliMonthName(j.jm)} ${j.jy}`,
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incoming: 0,
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won: 0,
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};
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buckets.set(key, bucket);
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}
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bucket.incoming += 1;
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if (d.status === 'won') bucket.won += 1;
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}
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for (const [key, b] of [...buckets.entries()].sort((a, b) =>
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a[0].localeCompare(b[0]),
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)) {
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conversionByTime.push({
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key,
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label: b.label,
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incomingCount: b.incoming,
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wonCount: b.won,
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conversionPercent: b.incoming
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? Math.round((b.won / b.incoming) * 1000) / 10
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: 0,
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});
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}
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}
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const conversionByUserMap = new Map<
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string,
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{ label: string; incoming: number; won: number }
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>();
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for (const u of users) {
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conversionByUserMap.set(u.id, {
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label: u.fullName,
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incoming: 0,
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won: 0,
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});
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}
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for (const d of incomingCur) {
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if (!d.ownerId) continue;
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const row = conversionByUserMap.get(d.ownerId);
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if (!row) continue;
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row.incoming += 1;
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if (d.status === 'won') row.won += 1;
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}
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const conversionByUser: ReportsDashboardDto['conversionRate']['byUser'] = [
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...conversionByUserMap.entries(),
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]
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.map(([key, row]) => ({
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key,
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label: row.label,
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incomingCount: row.incoming,
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wonCount: row.won,
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conversionPercent: row.incoming
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? Math.round((row.won / row.incoming) * 1000) / 10
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: 0,
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}))
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.filter((r) => r.incomingCount > 0)
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.sort((a, b) => b.conversionPercent - a.conversionPercent);
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const conversionBySourceMap = new Map<
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string,
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{ incoming: number; won: number }
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>();
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for (const d of incomingCur) {
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const label = normalizeSource(d.source);
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const row = conversionBySourceMap.get(label) ?? {
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incoming: 0,
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won: 0,
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};
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row.incoming += 1;
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if (d.status === 'won') row.won += 1;
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conversionBySourceMap.set(label, row);
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}
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const conversionBySource: ReportsDashboardDto['conversionRate']['bySource'] =
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[...conversionBySourceMap.entries()]
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.map(([label, row]) => ({
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key: label,
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label,
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incomingCount: row.incoming,
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wonCount: row.won,
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conversionPercent: row.incoming
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? Math.round((row.won / row.incoming) * 1000) / 10
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: 0,
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}))
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.sort((a, b) => b.incomingCount - a.incomingCount);
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const conversionRate: ReportsDashboardDto['conversionRate'] = {
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incomingCount: incomingCur.length,
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wonCount: convWonCur,
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conversionPercent,
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previousIncomingCount: incomingPrev.length,
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previousWonCount: convWonPrev,
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previousConversionPercent,
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changePercent: pctChange(conversionPercent, previousConversionPercent),
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byTime: conversionByTime,
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byUser: conversionByUser,
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bySource: conversionBySource,
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};
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const periodCompare: ReportsPeriodCompareRowDto[] = [
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{
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key: 'sales_amount',
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@@ -694,6 +843,14 @@ export class ReportsService {
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previous: winRatePrevPct,
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changePercent: pctChange(winRatePct, winRatePrevPct),
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},
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{
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key: 'conversion_rate',
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label: 'نرخ تبدیل',
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format: 'percent',
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current: conversionPercent,
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previous: previousConversionPercent,
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changePercent: pctChange(conversionPercent, previousConversionPercent),
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},
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{
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key: 'new_customers',
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label: 'مشتریان جدید',
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@@ -770,6 +927,11 @@ export class ReportsService {
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`نرخ برد معاملات در این دوره ${winRatePct}٪ بوده است.`,
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);
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}
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if (incomingCur.length > 0) {
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insights.push(
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`نرخ تبدیل ورودیها ${conversionPercent}٪ است (${convWonCur} از ${incomingCur.length} معامله).`,
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);
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}
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if (invoiceCount > 0) {
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insights.push(
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`${invoiceCount} فاکتور صادر/پرداختشده با مجموع ${invoiceAmount.toLocaleString('fa-IR')} ثبت شده است.`,
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@@ -837,6 +999,7 @@ export class ReportsService {
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winRate: winRatePct,
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},
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funnel,
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conversionRate,
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periodCompare,
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tickets: {
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open: ticketOpen,
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@@ -712,6 +712,25 @@ function exportReport() {
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...d.team.map(
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(t) => `${t.fullName},${t.activitiesDone},${t.wonAmount}`,
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),
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'',
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'نرخ تبدیل (ورودی به موفق)',
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`کل,${d.conversionRate?.conversionPercent ?? ''}٪`,
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`ورودی,${d.conversionRate?.incomingCount ?? 0}`,
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`موفق,${d.conversionRate?.wonCount ?? 0}`,
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'',
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'نرخ تبدیل بر اساس زمان',
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'بازه,ورودی,موفق,نرخ٪',
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...(d.conversionRate?.byTime ?? []).map(
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(r) =>
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`${r.label},${r.incomingCount},${r.wonCount},${r.conversionPercent}`,
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),
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'',
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'نرخ تبدیل بر اساس کاربر',
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'کاربر,ورودی,موفق,نرخ٪',
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...(d.conversionRate?.byUser ?? []).map(
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(r) =>
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`${r.label},${r.incomingCount},${r.wonCount},${r.conversionPercent}`,
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),
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];
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const blob = new Blob(['\ufeff' + lines.join('\n')], {
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type: 'text/csv;charset=utf-8',
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@@ -879,6 +898,86 @@ const monthlyOption = computed<UiChartOption>(() => {
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};
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});
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const conversionTimeOption = computed<UiChartOption>(() => {
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const rows = data.value?.conversionRate?.byTime ?? [];
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return {
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tooltip: {
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trigger: 'axis',
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formatter: (params: any) => {
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const list = Array.isArray(params) ? params : [params];
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const name = list[0]?.name ?? '';
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const row = rows.find((r) => r.label === name);
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if (!row) return name;
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return `${name}<br/>نرخ تبدیل: <strong>${toFaDigits(row.conversionPercent)}٪</strong><br/>موفق: ${num(row.wonCount)} از ${num(row.incomingCount)}`;
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},
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},
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grid: { left: '3%', right: '4%', bottom: '8%', top: '14%', containLabel: true },
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legend: {
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top: 0,
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textStyle: { fontFamily: 'IRANSans', fontSize: 11, color: '#475569' },
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},
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xAxis: {
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type: 'category',
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data: rows.map((r) => r.label),
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axisLine: { lineStyle: { color: '#cbd5e1' } },
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axisLabel: { color: '#64748b', fontFamily: 'IRANSans' },
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},
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yAxis: [
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{
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type: 'value',
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name: 'تعداد',
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axisLine: { show: false },
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splitLine: { lineStyle: { color: '#f1f5f9', type: 'dashed' } },
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axisLabel: {
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color: '#64748b',
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fontFamily: 'IRANSans',
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formatter: (v: number) => num(v),
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},
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},
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{
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type: 'value',
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name: 'نرخ ٪',
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min: 0,
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max: 100,
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axisLine: { show: false },
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splitLine: { show: false },
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axisLabel: {
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color: '#64748b',
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fontFamily: 'IRANSans',
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formatter: (v: number) => `${toFaDigits(v)}٪`,
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},
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},
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],
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series: [
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{
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name: 'ورودی',
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type: 'bar',
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barMaxWidth: 28,
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itemStyle: { color: '#94a3b8', borderRadius: [6, 6, 0, 0] },
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data: rows.map((r) => r.incomingCount),
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},
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{
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name: 'موفق',
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type: 'bar',
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barMaxWidth: 28,
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itemStyle: { color: '#14b8a6', borderRadius: [6, 6, 0, 0] },
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data: rows.map((r) => r.wonCount),
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},
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{
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name: 'نرخ تبدیل',
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type: 'line',
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yAxisIndex: 1,
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smooth: true,
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showSymbol: true,
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symbolSize: 7,
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itemStyle: { color: '#0f766e' },
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lineStyle: { width: 2, color: '#0f766e' },
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data: rows.map((r) => r.conversionPercent),
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},
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],
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};
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});
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const topProductsOption = computed<UiChartOption>(() => {
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const prods = (data.value?.topProducts ?? []).slice(0, 5).reverse();
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return {
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@@ -1386,6 +1485,113 @@ const activityMax = computed(() =>
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</UiCard>
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</div>
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<div class="deep-grid conversion-grid">
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<UiCard class="chart-card span-2" title="نرخ تبدیل">
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<p class="deep-hint">
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از معاملات تازهثبتشده در این بازه، چند درصد تا الان به فروش موفق رسیدهاند
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(متفاوت از «نرخ برد» که فقط معاملات بستهشده را میبیند).
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</p>
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<div
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v-if="data.conversionRate"
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class="conversion-summary"
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>
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<div class="conversion-stat">
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<span>نرخ تبدیل</span>
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<strong>
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{{ toFaDigits(data.conversionRate.conversionPercent) }}٪
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</strong>
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<small>
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{{ formatChange(data.conversionRate.changePercent) }} نسبت به دوره قبل
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</small>
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</div>
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<div class="conversion-stat">
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<span>ورودی دوره</span>
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<strong>{{ num(data.conversionRate.incomingCount) }}</strong>
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<small>
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دوره قبل {{ num(data.conversionRate.previousIncomingCount) }}
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</small>
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</div>
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<div class="conversion-stat">
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<span>موفق از همین ورودیها</span>
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<strong>{{ num(data.conversionRate.wonCount) }}</strong>
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<small>
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دوره قبل {{ num(data.conversionRate.previousWonCount) }}
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</small>
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</div>
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</div>
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<UiChart
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v-if="data.conversionRate?.byTime?.length"
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:option="conversionTimeOption"
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height="240px"
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/>
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<p v-else class="empty-msg">در این بازه معامله ورودی ثبت نشده است.</p>
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</UiCard>
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<UiCard class="chart-card" title="نرخ تبدیل بر اساس کاربر">
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<p class="deep-hint">
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کیفیت تبدیل فرصتهای هر فروشنده در همین بازه.
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</p>
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<ul
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v-if="data.conversionRate?.byUser?.length"
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class="conversion-list"
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>
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<li
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v-for="u in data.conversionRate.byUser.slice(0, 10)"
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:key="u.key"
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>
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<div class="conversion-list-top">
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<strong>{{ u.label }}</strong>
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<em>{{ toFaDigits(u.conversionPercent) }}٪</em>
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</div>
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<div class="hb-track">
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<div
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class="hb-fill"
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:style="{
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width: `${Math.max(4, Math.min(100, u.conversionPercent))}%`,
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}"
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/>
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</div>
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<small>
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{{ num(u.wonCount) }} موفق از {{ num(u.incomingCount) }} ورودی
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</small>
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</li>
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</ul>
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<p v-else class="empty-msg">داده کاربری نیست.</p>
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</UiCard>
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<UiCard class="chart-card" title="نرخ تبدیل بر اساس منبع">
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<p class="deep-hint">
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کدام شیوه آشنایی / منبع ورودی بهتر به فروش میرسد.
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</p>
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<ul
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v-if="data.conversionRate?.bySource?.length"
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class="conversion-list"
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>
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<li
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v-for="s in data.conversionRate.bySource.slice(0, 10)"
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:key="s.key"
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>
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<div class="conversion-list-top">
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<strong>{{ s.label }}</strong>
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<em>{{ toFaDigits(s.conversionPercent) }}٪</em>
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</div>
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<div class="hb-track">
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<div
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class="hb-fill"
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:style="{
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width: `${Math.max(4, Math.min(100, s.conversionPercent))}%`,
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}"
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/>
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</div>
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<small>
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{{ num(s.wonCount) }} موفق از {{ num(s.incomingCount) }} ورودی
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</small>
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</li>
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</ul>
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<p v-else class="empty-msg">منبعی ثبت نشده است.</p>
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</UiCard>
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</div>
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<div class="charts-grid">
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<!-- Sales trend (wide) -->
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<UiCard class="chart-card span-2" title="روند فروش">
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@@ -1757,6 +1963,68 @@ const activityMax = computed(() =>
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line-height: 1.6;
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}
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.conversion-summary {
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display: grid;
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grid-template-columns: repeat(3, minmax(0, 1fr));
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gap: var(--sp-3);
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margin-bottom: var(--sp-4);
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}
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.conversion-stat {
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display: grid;
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gap: 0.25rem;
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padding: 0.75rem 0.85rem;
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border: 1px solid var(--line);
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border-radius: var(--radius);
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background: var(--surface-subtle, #f8fafc);
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}
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.conversion-stat span {
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font-size: var(--fs-xs);
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color: var(--muted);
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}
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||||
|
||||
.conversion-stat strong {
|
||||
font-size: 1.35rem;
|
||||
color: var(--accent-deep, #0f766e);
|
||||
}
|
||||
|
||||
.conversion-stat small {
|
||||
font-size: var(--fs-xs);
|
||||
color: var(--ink-secondary);
|
||||
}
|
||||
|
||||
.conversion-list {
|
||||
list-style: none;
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
display: grid;
|
||||
gap: 0.75rem;
|
||||
}
|
||||
|
||||
.conversion-list li {
|
||||
display: grid;
|
||||
gap: 0.3rem;
|
||||
}
|
||||
|
||||
.conversion-list-top {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 0.5rem;
|
||||
align-items: baseline;
|
||||
}
|
||||
|
||||
.conversion-list-top em {
|
||||
font-style: normal;
|
||||
font-weight: 700;
|
||||
color: var(--accent-deep, #0f766e);
|
||||
}
|
||||
|
||||
.conversion-list small {
|
||||
color: var(--muted);
|
||||
font-size: var(--fs-xs);
|
||||
}
|
||||
|
||||
.funnel-wrap {
|
||||
display: grid;
|
||||
gap: var(--sp-4);
|
||||
@@ -1939,6 +2207,10 @@ const activityMax = computed(() =>
|
||||
.deep-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.conversion-summary {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
.filter-toolbar {
|
||||
|
||||
@@ -210,6 +210,7 @@ AI پیشنهاد Next Action میدهد؛ اعمال فقط با تأیید
|
||||
|
||||
### گزارشات و داشبورد تحلیلی
|
||||
فروش، قیف، فعالیت، تیم و تیکت با فیلتر تاریخ.
|
||||
نرخ تبدیل (سبک دیدار): از معاملات تازهوارد چند درصد موفق شدهاند — بهتفکیک زمان، کاربر و منبع.
|
||||
|
||||
### تنظیمات تیم
|
||||
دعوت کاربر و مدیریت نقشها.
|
||||
|
||||
@@ -14,6 +14,7 @@
|
||||
|
||||
| تاریخ | مورد |
|
||||
|---|---|
|
||||
| ۱۴۰۵/۷/۵ | نرخ تبدیل گزارشات (سبک دیدار): ورودی→موفق + محور زمان/کاربر/منبع |
|
||||
| ۱۴۰۵/۷/۵ | خلاصه خودکار تماس VoIP (ضبط/متن → STT → AI → یادداشت call_result) |
|
||||
| ۱۴۰۵/۷/۵ | همترازی چکلیست: API عمومی/وبهوک، پیامک گروهی، ووکامرس، VoIP؛ درگاه پرداخت عمداً نه |
|
||||
| ۱۴۰۵/۷/۵ | چند مسئول روی معاملهٔ کاریز + ذخیره فیلتر در اشخاص و کاریز |
|
||||
@@ -113,7 +114,7 @@
|
||||
|
||||
| وضعیت | مورد | توضیح |
|
||||
|---|---|---|
|
||||
| [x] | گزارشات و داشبورد | فروش/قیف/فعالیت/تیم/تیکت + فیلتر تاریخ |
|
||||
| [x] | گزارشات و داشبورد | فروش/قیف/فعالیت/تیم/تیکت + فیلتر تاریخ + نرخ تبدیل ورودی→موفق |
|
||||
| [x] | اتوماسیون اگر/آنگاه | deal_won / ticket_resolved → فعالیت، اعلان، امتیاز |
|
||||
| [x] | SMS عملیاتی | OTP auth/پرتال؛ یادآور فعالیت (ترِز) |
|
||||
| [x] | API عمومی + وبهوک خروجی | کلید API؛ `public/v1` افراد/معاملات؛ endpoint وبهوک + تحویل دورهای |
|
||||
|
||||
@@ -2155,6 +2155,33 @@ export interface ReportsFunnelStageDto {
|
||||
shareOfPipelinePercent: number;
|
||||
}
|
||||
|
||||
/** یک ردیف نرخ تبدیل (ورودی → موفق) مثل دیدار */
|
||||
export interface ReportsConversionRateRowDto {
|
||||
key: string;
|
||||
label: string;
|
||||
incomingCount: number;
|
||||
wonCount: number;
|
||||
/** درصد؛ اگر ورودی صفر باشد ۰ */
|
||||
conversionPercent: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* نرخ تبدیل به سبک دیدار:
|
||||
* از معاملات تازهساختهشده در بازه، چند درصد الان برنده شدهاند.
|
||||
*/
|
||||
export interface ReportsConversionRateDto {
|
||||
incomingCount: number;
|
||||
wonCount: number;
|
||||
conversionPercent: number;
|
||||
previousIncomingCount: number;
|
||||
previousWonCount: number;
|
||||
previousConversionPercent: number;
|
||||
changePercent: number | null;
|
||||
byTime: ReportsConversionRateRowDto[];
|
||||
byUser: ReportsConversionRateRowDto[];
|
||||
bySource: ReportsConversionRateRowDto[];
|
||||
}
|
||||
|
||||
export interface ReportsPeriodCompareRowDto {
|
||||
key: string;
|
||||
label: string;
|
||||
@@ -2219,6 +2246,8 @@ export interface ReportsDashboardDto {
|
||||
winRate: number;
|
||||
};
|
||||
funnel: ReportsFunnelStageDto[];
|
||||
/** نرخ تبدیل ورودی→موفق (سبک دیدار) */
|
||||
conversionRate: ReportsConversionRateDto;
|
||||
/** مقایسه صریح بازه فعلی با دوره قبل همطول */
|
||||
periodCompare: ReportsPeriodCompareRowDto[];
|
||||
tickets: {
|
||||
|
||||
Reference in New Issue
Block a user