Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
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import { IsOptional, IsString } from 'class-validator';
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export class ReportsQueryDto {
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@IsOptional()
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@IsString()
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from?: string;
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@IsOptional()
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@IsString()
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to?: string;
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}
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import { Controller, Get, Query, UseGuards } from '@nestjs/common';
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import { JwtAuthGuard } from '../auth/jwt-auth.guard';
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import { CurrentUser } from '../auth/current-user.decorator';
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import { ReportsQueryDto } from './dto';
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import { ReportsService } from './reports.service';
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@Controller('reports')
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@UseGuards(JwtAuthGuard)
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export class ReportsController {
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constructor(private readonly reportsService: ReportsService) {}
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@Get('dashboard')
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dashboard(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Query() query: ReportsQueryDto,
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) {
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return this.reportsService.dashboard(
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{
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userId: user.userId,
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organizationId: user.organizationId,
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role: user.role,
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},
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{ from: query.from, to: query.to },
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);
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}
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}
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@@ -0,0 +1,11 @@
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import { Module } from '@nestjs/common';
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import { AuthModule } from '../auth/auth.module';
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import { ReportsController } from './reports.controller';
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import { ReportsService } from './reports.service';
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@Module({
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imports: [AuthModule],
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controllers: [ReportsController],
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providers: [ReportsService],
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})
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export class ReportsModule {}
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@@ -0,0 +1,271 @@
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import { Injectable } from '@nestjs/common';
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import type { ReportsDashboardDto } from '@mento/shared';
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import { Prisma } from '@prisma/client';
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import { PrismaService } from '../prisma/prisma.service';
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import {
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type Actor,
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assigneeWhere,
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elevated,
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ownerWhere,
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ticketAccessWhere,
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} from '../common/record-scope';
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import { decimalToBase, loadOrgRates } from '../common/currency';
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@Injectable()
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export class ReportsService {
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constructor(private readonly prisma: PrismaService) {}
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async dashboard(
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actor: Actor,
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opts: { from?: string; to?: string },
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): Promise<ReportsDashboardDto> {
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const { start, end } = resolveRange(opts.from, opts.to);
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const orgId = actor.organizationId;
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const dealScope = ownerWhere(actor);
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const activityScope = assigneeWhere(actor);
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const ticketScope = ticketAccessWhere(actor);
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const rates = await loadOrgRates(this.prisma, orgId);
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const [deals, stages, activities, tickets, peopleCreated, users] =
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await Promise.all([
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this.prisma.deal.findMany({
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where: {
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organizationId: orgId,
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...dealScope,
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OR: [
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{ createdAt: { gte: start, lte: end } },
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{
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status: { in: ['won', 'lost'] },
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updatedAt: { gte: start, lte: end },
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},
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{ status: 'open' },
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],
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},
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select: {
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id: true,
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status: true,
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amount: true,
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currency: true,
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stageId: true,
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ownerId: true,
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updatedAt: true,
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createdAt: true,
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},
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}),
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this.prisma.pipelineStage.findMany({
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where: { pipeline: { organizationId: orgId } },
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include: { pipeline: { select: { name: true } } },
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orderBy: [{ pipelineId: 'asc' }, { position: 'asc' }],
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}),
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this.prisma.activity.findMany({
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where: {
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organizationId: orgId,
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...activityScope,
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createdAt: { gte: start, lte: end },
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},
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select: {
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id: true,
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type: true,
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status: true,
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dueAt: true,
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assigneeId: true,
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},
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}),
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this.prisma.ticket.findMany({
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where: {
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organizationId: orgId,
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...ticketScope,
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createdAt: { gte: start, lte: end },
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},
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select: {
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status: true,
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slaDueAt: true,
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firstRespondedAt: true,
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csatScore: true,
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},
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}),
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this.prisma.person.count({
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where: {
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organizationId: orgId,
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createdAt: { gte: start, lte: end },
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...(elevated(actor.role) ? {} : { ownerId: actor.userId }),
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},
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}),
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this.prisma.user.findMany({
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where: { organizationId: orgId },
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select: { id: true, fullName: true },
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}),
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]);
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const openDeals = deals.filter((d) => d.status === 'open');
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const wonInPeriod = deals.filter(
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(d) =>
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d.status === 'won' &&
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d.updatedAt >= start &&
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d.updatedAt <= end,
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);
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const lostInPeriod = deals.filter(
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(d) =>
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d.status === 'lost' &&
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d.updatedAt >= start &&
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d.updatedAt <= end,
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);
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const sumBase = (
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rows: Array<{ amount: Prisma.Decimal | null; currency: string }>,
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) =>
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rows.reduce(
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(acc, row) => acc + decimalToBase(row.amount, row.currency, rates),
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0,
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);
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const closedCount = wonInPeriod.length + lostInPeriod.length;
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const winRate = closedCount ? wonInPeriod.length / closedCount : 0;
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const openByStage = new Map<string, { count: number; amount: number }>();
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for (const d of openDeals) {
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const cur = openByStage.get(d.stageId) ?? { count: 0, amount: 0 };
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cur.count += 1;
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cur.amount += decimalToBase(d.amount, d.currency, rates);
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openByStage.set(d.stageId, cur);
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}
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const funnel = stages.map((s) => {
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const agg = openByStage.get(s.id) ?? { count: 0, amount: 0 };
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return {
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stageId: s.id,
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stageName: s.name,
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pipelineName: s.pipeline.name,
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count: agg.count,
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amount: Math.round(agg.amount),
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};
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});
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const now = new Date();
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const activityOpen = activities.filter((a) => a.status === 'open').length;
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const activityDone = activities.filter((a) => a.status === 'done').length;
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const activityOverdue = activities.filter(
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(a) =>
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a.status === 'open' &&
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a.dueAt != null &&
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a.dueAt.getTime() < now.getTime(),
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).length;
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const byTypeMap = new Map<string, number>();
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for (const a of activities) {
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byTypeMap.set(a.type, (byTypeMap.get(a.type) ?? 0) + 1);
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}
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const teamMap = new Map<
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string,
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{ wonAmount: number; wonCount: number; activitiesDone: number }
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>();
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for (const u of users) {
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teamMap.set(u.id, { wonAmount: 0, wonCount: 0, activitiesDone: 0 });
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}
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for (const d of wonInPeriod) {
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if (!d.ownerId) continue;
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const t = teamMap.get(d.ownerId)!;
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t.wonCount += 1;
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t.wonAmount += decimalToBase(d.amount, d.currency, rates);
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}
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for (const a of activities) {
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if (a.status !== 'done' || !a.assigneeId) continue;
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const t = teamMap.get(a.assigneeId);
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if (t) t.activitiesDone += 1;
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}
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const ticketOpen = tickets.filter((t) =>
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['open', 'in_progress', 'waiting'].includes(t.status),
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).length;
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const ticketResolved = tickets.filter(
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(t) => t.status === 'resolved',
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).length;
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const ticketClosed = tickets.filter((t) => t.status === 'closed').length;
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const slaBreached = tickets.filter(
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(t) =>
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t.slaDueAt &&
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!t.firstRespondedAt &&
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['open', 'in_progress', 'waiting'].includes(t.status) &&
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t.slaDueAt.getTime() < now.getTime(),
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).length;
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const csatScores = tickets
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.map((t) => t.csatScore)
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.filter((s): s is number => s != null);
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const avgCsat = csatScores.length
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? csatScores.reduce((a, b) => a + b, 0) / csatScores.length
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: null;
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return {
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from: start.toISOString(),
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to: end.toISOString(),
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currency: rates.baseCurrency,
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sales: {
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openCount: openDeals.length,
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wonCount: wonInPeriod.length,
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lostCount: lostInPeriod.length,
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openAmount: Math.round(sumBase(openDeals)),
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wonAmount: Math.round(sumBase(wonInPeriod)),
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lostAmount: Math.round(sumBase(lostInPeriod)),
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winRate: Math.round(winRate * 1000) / 10,
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},
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funnel,
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activities: {
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open: activityOpen,
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done: activityDone,
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overdue: activityOverdue,
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byType: [...byTypeMap.entries()].map(([type, count]) => ({
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type,
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count,
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})),
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},
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team: users
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.map((u) => {
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const t = teamMap.get(u.id)!;
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return {
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userId: u.id,
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fullName: u.fullName,
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wonAmount: Math.round(t.wonAmount),
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wonCount: t.wonCount,
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activitiesDone: t.activitiesDone,
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};
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})
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.filter(
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(u) =>
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elevated(actor.role) || u.wonCount > 0 || u.activitiesDone > 0,
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)
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.sort((a, b) => b.wonAmount - a.wonAmount),
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tickets: {
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open: ticketOpen,
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resolved: ticketResolved,
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closed: ticketClosed,
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slaBreached,
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avgCsat: avgCsat == null ? null : Math.round(avgCsat * 10) / 10,
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csatCount: csatScores.length,
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},
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peopleCreated,
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};
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}
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}
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function resolveRange(from?: string, to?: string): { start: Date; end: Date } {
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const end = to ? endOfDay(parseDay(to)) : endOfDay(new Date());
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const start = from
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? startOfDay(parseDay(from))
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: startOfDay(new Date(end.getFullYear(), end.getMonth(), 1));
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return { start, end };
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}
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function parseDay(value: string): Date {
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const d = new Date(value);
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if (Number.isNaN(d.getTime())) return new Date();
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return d;
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}
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function startOfDay(d: Date): Date {
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return new Date(d.getFullYear(), d.getMonth(), d.getDate(), 0, 0, 0, 0);
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}
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function endOfDay(d: Date): Date {
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return new Date(d.getFullYear(), d.getMonth(), d.getDate(), 23, 59, 59, 999);
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}
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