feat: migrate CRM screens to Ant Design Vue and expand home dashboard

Preserve the local Ant UI work across views/components and add the new home dashboard chart panels before merging latest main.
2026-11-03 16:51:51 +03:30
parent 631a3267d1
commit 26792f9a37
80 changed files with 19982 additions and 24020 deletions
@@ -1533,6 +1533,7 @@ export class ReportsService {
  async home(actor: Actor): Promise<HomeDashboardDto> {
    const orgId = actor.organizationId;
    const dealScope = ownerWhere(actor, 'deals');
+    const invoiceScope = ownerWhere(actor, 'finance');
    const activityScope = assigneeWhere(actor);
    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
    const rates = await loadOrgRates(this.prisma, orgId);
@@ -1543,6 +1544,7 @@ export class ReportsService {
    const prev = addJalaliMonths(jy, jm, -1);
    const prevMonthStart = startOfJalaliMonth(prev.jy, prev.jm);
    const prevMonthEnd = endOfJalaliMonth(prev.jy, prev.jm);
+    const trendWindowStart = addMonthsStart(now, -12);

    const todayStart = startOfDay(now);
    const todayEnd = endOfDay(now);
@@ -1555,17 +1557,25 @@ export class ReportsService {
    const dealsPrior = dealPriorWhere(actor.priorLens, actor.priorCutoff);
    const activitiesPrior = activityPriorWhere(actor.priorLens, actor.priorCutoff);

+    const invoiceStatuses: Array<'issued' | 'partially_paid' | 'paid'> = [
+      'issued',
+      'partially_paid',
+      'paid',
+    ];
+
    const [
      wonDeals,
-      openDeals,
+      openDealRows,
+      lostDeals,
      staleDeals,
-      peopleCur,
-      peoplePrev,
+      peopleRecent,
      openActivitiesToday,
      openActivitiesYesterday,
      openDealsWeekAgo,
      goals,
      overdueCount,
+      invoices,
+      activityTypeGroups,
    ] = await Promise.all([
      this.prisma.deal.findMany({
        where: {
@@ -1573,7 +1583,7 @@ export class ReportsService {
            {
              organizationId: orgId,
              status: 'won',
-              updatedAt: { gte: addMonthsStart(now, -5) },
+              updatedAt: { gte: trendWindowStart },
            },
            dealScope,
            dealsPrior,
@@ -1590,7 +1600,7 @@ export class ReportsService {
          person: { select: { id: true, firstName: true, lastName: true } },
        },
      }),
-      this.prisma.deal.count({
+      this.prisma.deal.findMany({
        where: {
          AND: [
            { organizationId: orgId, status: 'open' },
@@ -1598,6 +1608,30 @@ export class ReportsService {
            dealsPrior,
          ],
        },
+        select: {
+          amount: true,
+          currency: true,
+          stageId: true,
+          stage: { select: { id: true, name: true, position: true } },
+        },
+      }),
+      this.prisma.deal.findMany({
+        where: {
+          AND: [
+            {
+              organizationId: orgId,
+              status: 'lost',
+              updatedAt: { gte: trendWindowStart },
+            },
+            dealScope,
+            dealsPrior,
+          ],
+        },
+        select: {
+          amount: true,
+          currency: true,
+          lostReason: true,
+        },
      }),
      this.prisma.deal.findMany({
        where: {
@@ -1624,19 +1658,13 @@ export class ReportsService {
        orderBy: { updatedAt: 'asc' },
        take: 5,
      }),
-      this.prisma.person.count({
+      this.prisma.person.findMany({
        where: {
          organizationId: orgId,
          ...personScope,
-          createdAt: { gte: curMonthStart, lte: curMonthEnd },
-        },
-      }),
-      this.prisma.person.count({
-        where: {
-          organizationId: orgId,
-          ...personScope,
-          createdAt: { gte: prevMonthStart, lte: prevMonthEnd },
+          createdAt: { gte: trendWindowStart, lte: curMonthEnd },
        },
+        select: { createdAt: true, importSource: true },
      }),
      this.prisma.activity.count({
        where: {
@@ -1656,6 +1684,7 @@ export class ReportsService {
          AND: [
            {
              organizationId: orgId,
+              status: 'open',
              dueAt: { gte: yesterdayStart, lte: yesterdayEnd },
            },
            activityScope,
@@ -1697,8 +1726,67 @@ export class ReportsService {
          ],
        },
      }),
+      this.prisma.invoice.findMany({
+        where: {
+          organizationId: orgId,
+          ...invoiceScope,
+          status: { in: invoiceStatuses },
+          OR: [
+            { issuedAt: { gte: trendWindowStart, lte: curMonthEnd } },
+            { createdAt: { gte: trendWindowStart, lte: curMonthEnd } },
+          ],
+        },
+        select: {
+          issuedAt: true,
+          createdAt: true,
+          lineItems: {
+            select: {
+              quantity: true,
+              unitPrice: true,
+              currency: true,
+            },
+          },
+        },
+      }),
+      this.prisma.activity.groupBy({
+        by: ['type'],
+        where: {
+          AND: [
+            {
+              organizationId: orgId,
+              status: 'open',
+            },
+            activityScope,
+            activitiesPrior,
+          ],
+        },
+        _count: { _all: true },
+      }),
    ]);

+    const openDeals = openDealRows.length;
+
+    const invoiceInRange = (
+      inv: { issuedAt: Date | null; createdAt: Date },
+      from: Date,
+      to: Date,
+    ) => {
+      const anchor = inv.issuedAt ?? inv.createdAt;
+      return anchor >= from && anchor <= to;
+    };
+
+    const sumInvoiceInRange = (from: Date, to: Date) => {
+      let amount = 0;
+      for (const inv of invoices) {
+        if (!invoiceInRange(inv, from, to)) continue;
+        for (const line of inv.lineItems) {
+          const lineTotal = Number(line.quantity) * Number(line.unitPrice);
+          amount += toBaseAmount(lineTotal, line.currency, rates);
+        }
+      }
+      return amount;
+    };
+
    const sumWonInRange = (start: Date, end: Date) =>
      wonDeals
        .filter((d) => d.updatedAt >= start && d.updatedAt <= end)
@@ -1707,8 +1795,21 @@ export class ReportsService {
          0,
        );

-    const salesCur = sumWonInRange(curMonthStart, curMonthEnd);
-    const salesPrev = sumWonInRange(prevMonthStart, prevMonthEnd);
+    const salesInRange = (start: Date, end: Date) => {
+      const inv = sumInvoiceInRange(start, end);
+      const won = sumWonInRange(start, end);
+      return Math.round(inv > 0 ? inv : won);
+    };
+
+    const peopleCur = peopleRecent.filter(
+      (p) => p.createdAt >= curMonthStart && p.createdAt <= curMonthEnd,
+    ).length;
+    const peoplePrev = peopleRecent.filter(
+      (p) => p.createdAt >= prevMonthStart && p.createdAt <= prevMonthEnd,
+    ).length;
+
+    const salesCur = salesInRange(curMonthStart, curMonthEnd);
+    const salesPrev = salesInRange(prevMonthStart, prevMonthEnd);
    const targetAmount = goals.reduce(
      (acc, g) => acc + Number(g.targetAmount),
      0,
@@ -1716,7 +1817,7 @@ export class ReportsService {

    const trendMonths: Array<{ key: string; label: string; start: Date; end: Date }> =
      [];
-    for (let i = 4; i >= 0; i -= 1) {
+    for (let i = 11; i >= 0; i -= 1) {
      const m = addJalaliMonths(jy, jm, -i);
      trendMonths.push({
        key: `${m.jy}-${String(m.jm).padStart(2, '0')}`,
@@ -1729,14 +1830,28 @@ export class ReportsService {
    const salesTrend = trendMonths.map((m) => ({
      monthKey: m.key,
      monthLabel: m.label,
-      amount: Math.round(sumWonInRange(m.start, m.end)),
+      amount: salesInRange(m.start, m.end),
+    }));
+
+    const customerGrowth = trendMonths.map((m) => ({
+      monthKey: m.key,
+      monthLabel: m.label,
+      value: peopleRecent.filter(
+        (p) => p.createdAt >= m.start && p.createdAt <= m.end,
+      ).length,
    }));

    const sourceMap = new Map<string, number>();
-    for (const d of wonDeals) {
-      const label = normalizeSource(d.source);
+    for (const p of peopleRecent) {
+      const label = normalizeImportSource(p.importSource);
      sourceMap.set(label, (sourceMap.get(label) ?? 0) + 1);
    }
+    if (sourceMap.size === 0) {
+      for (const d of wonDeals) {
+        const label = normalizeSource(d.source);
+        sourceMap.set(label, (sourceMap.get(label) ?? 0) + 1);
+      }
+    }
    const sourceTotal = [...sourceMap.values()].reduce((a, b) => a + b, 0) || 1;
    const sources = [...sourceMap.entries()]
      .map(([label, count]) => ({
@@ -1780,6 +1895,101 @@ export class ReportsService {
      .slice(0, 5)
      .map((row, index) => ({ ...row, rank: index + 1 }));

+    const wonAmountAll = Math.round(
+      wonDeals.reduce(
+        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
+        0,
+      ),
+    );
+    const lostAmountAll = Math.round(
+      lostDeals.reduce(
+        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
+        0,
+      ),
+    );
+    const openAmountAll = Math.round(
+      openDealRows.reduce(
+        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
+        0,
+      ),
+    );
+    const closedCount = wonDeals.length + lostDeals.length;
+    const winRate = closedCount
+      ? Math.round((wonDeals.length / closedCount) * 1000) / 10
+      : 0;
+    const salesSummary: HomeDashboardDto['salesSummary'] = {
+      openCount: openDeals,
+      wonCount: wonDeals.length,
+      lostCount: lostDeals.length,
+      openAmount: openAmountAll,
+      wonAmount: wonAmountAll,
+      lostAmount: lostAmountAll,
+      winRate,
+    };
+
+    const funnelMap = new Map<
+      string,
+      { stageId: string; stageName: string; position: number; count: number; amount: number }
+    >();
+    for (const d of openDealRows) {
+      const stageId = d.stage?.id ?? d.stageId ?? 'unknown';
+      const stageName = d.stage?.name ?? 'بدون مرحله';
+      const position = d.stage?.position ?? 999;
+      const cur = funnelMap.get(stageId) ?? {
+        stageId,
+        stageName,
+        position,
+        count: 0,
+        amount: 0,
+      };
+      cur.count += 1;
+      cur.amount += decimalToBase(d.amount, d.currency, rates);
+      funnelMap.set(stageId, cur);
+    }
+    const funnel = [...funnelMap.values()]
+      .sort((a, b) => a.position - b.position)
+      .slice(0, 8)
+      .map((row) => ({
+        stageId: row.stageId,
+        stageName: row.stageName,
+        count: row.count,
+        amount: Math.round(row.amount),
+      }));
+
+    const lostReasonMap = new Map<string, { count: number; amount: number }>();
+    for (const d of lostDeals) {
+      const label = normalizeLostReason(d.lostReason);
+      const prevRow = lostReasonMap.get(label) ?? { count: 0, amount: 0 };
+      prevRow.count += 1;
+      prevRow.amount += decimalToBase(d.amount, d.currency, rates);
+      lostReasonMap.set(label, prevRow);
+    }
+    const lostReasonTotal =
+      [...lostReasonMap.values()].reduce((a, b) => a + b.count, 0) || 1;
+    const lostReasons = [...lostReasonMap.entries()]
+      .map(([label, row]) => ({
+        label,
+        count: row.count,
+        amount: Math.round(row.amount),
+        percent: Math.round((row.count / lostReasonTotal) * 1000) / 10,
+      }))
+      .sort((a, b) => b.count - a.count)
+      .slice(0, 6);
+
+    const activityTypeLabel: Record<string, string> = {
+      call: 'تماس',
+      meeting: 'جلسه',
+      task: 'کار',
+      note: 'یادداشت',
+    };
+    const activityByType = activityTypeGroups
+      .map((row) => ({
+        type: row.type,
+        label: activityTypeLabel[row.type] ?? row.type,
+        count: row._count._all,
+      }))
+      .sort((a, b) => b.count - a.count);
+
    const alerts: HomeDashboardDto['alerts'] = [];
    if (staleDeals.length) {
      const first = staleDeals[0]!;
@@ -1857,11 +2067,30 @@ export class ReportsService {
          changePercent: pctChange(openActivitiesToday, openActivitiesYesterday),
          changeLabel: 'نسبت به دیروز',
        },
+        {
+          key: 'win-rate',
+          label: 'نرخ برد',
+          value: winRate,
+          changePercent: null,
+          changeLabel: '۱۲ ماه اخیر',
+        },
+        {
+          key: 'overdue',
+          label: 'عقب‌افتاده',
+          value: overdueCount,
+          changePercent: null,
+          changeLabel: 'فعالیت باز',
+        },
      ],
      alerts,
      salesTrend,
+      customerGrowth,
      sources,
      topCustomers,
+      salesSummary,
+      funnel,
+      lostReasons,
+      activityByType,
    };
  }
 }
@@ -1919,6 +2148,21 @@ function normalizeSource(raw: string | null | undefined): string {
  return map[value.toLowerCase()] ?? value;
 }

+function normalizeImportSource(raw: string | null | undefined): string {
+  const value = raw?.trim().toLowerCase();
+  if (!value) return 'سایر';
+  const map: Record<string, string> = {
+    manual: 'دستی',
+    tahesab: 'ته‌حساب',
+    didar: 'دیدار',
+    excel: 'اکسل',
+    phone: 'تلفن',
+    lead_form: 'فرم لید',
+    other: 'سایر',
+  };
+  return map[value] ?? normalizeSource(raw);
+}
+
 function normalizeLostReason(raw: string | null | undefined): string {
  const value = raw?.trim();
  if (!value) return 'بدون دلیل ثبت‌شده';