Redesign home dashboard and app shell to match Mento mockup.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 15:21:54 +03:30
parent d152d1c19f
commit 523e641d8f
7 changed files with 1709 additions and 560 deletions
@@ -24,4 +24,16 @@ export class ReportsController {
      { from: query.from, to: query.to },
    );
  }
+
+  @Get('home')
+  home(
+    @CurrentUser()
+    user: { userId: string; organizationId: string; role: string },
+  ) {
+    return this.reportsService.home({
+      userId: user.userId,
+      organizationId: user.organizationId,
+      role: user.role,
+    });
+  }
 }
@@ -1,5 +1,5 @@
 import { Injectable } from '@nestjs/common';
-import type { ReportsDashboardDto } from '@mento/shared';
+import type { HomeDashboardDto, ReportsDashboardDto } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import {
@@ -10,6 +10,13 @@ import {
  ticketAccessWhere,
 } from '../common/record-scope';
 import { decimalToBase, loadOrgRates } from '../common/currency';
+import {
+  addJalaliMonths,
+  dateToJalali,
+  endOfJalaliMonth,
+  jalaliMonthName,
+  startOfJalaliMonth,
+} from '../common/jalali';

@Injectable()
 export class ReportsService {
@@ -246,6 +253,303 @@ export class ReportsService {
      peopleCreated,
    };
  }
+
+  async home(actor: Actor): Promise<HomeDashboardDto> {
+    const orgId = actor.organizationId;
+    const dealScope = ownerWhere(actor);
+    const activityScope = assigneeWhere(actor);
+    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
+    const rates = await loadOrgRates(this.prisma, orgId);
+    const now = new Date();
+    const { jy, jm } = dateToJalali(now);
+    const curMonthStart = startOfJalaliMonth(jy, jm);
+    const curMonthEnd = endOfJalaliMonth(jy, jm);
+    const prev = addJalaliMonths(jy, jm, -1);
+    const prevMonthStart = startOfJalaliMonth(prev.jy, prev.jm);
+    const prevMonthEnd = endOfJalaliMonth(prev.jy, prev.jm);
+
+    const todayStart = startOfDay(now);
+    const todayEnd = endOfDay(now);
+    const yesterday = new Date(now);
+    yesterday.setDate(yesterday.getDate() - 1);
+    const yesterdayStart = startOfDay(yesterday);
+    const yesterdayEnd = endOfDay(yesterday);
+    const weekAgo = new Date(now);
+    weekAgo.setDate(weekAgo.getDate() - 7);
+
+    const [
+      wonDeals,
+      openDeals,
+      staleDeals,
+      peopleCur,
+      peoplePrev,
+      openActivitiesToday,
+      openActivitiesYesterday,
+      openDealsWeekAgo,
+      goals,
+      overdueCount,
+    ] = await Promise.all([
+      this.prisma.deal.findMany({
+        where: {
+          organizationId: orgId,
+          status: 'won',
+          ...dealScope,
+          updatedAt: { gte: addMonthsStart(now, -5) },
+        },
+        select: {
+          amount: true,
+          currency: true,
+          updatedAt: true,
+          source: true,
+          companyId: true,
+          personId: true,
+          company: { select: { id: true, name: true } },
+          person: { select: { id: true, firstName: true, lastName: true } },
+        },
+      }),
+      this.prisma.deal.count({
+        where: { organizationId: orgId, status: 'open', ...dealScope },
+      }),
+      this.prisma.deal.findMany({
+        where: {
+          organizationId: orgId,
+          status: 'open',
+          ...dealScope,
+          OR: [
+            { isStale: true },
+            { isRotten: true },
+            { updatedAt: { lt: daysAgo(5) } },
+          ],
+        },
+        select: {
+          id: true,
+          title: true,
+          company: { select: { name: true } },
+          person: { select: { firstName: true, lastName: true } },
+        },
+        orderBy: { updatedAt: 'asc' },
+        take: 5,
+      }),
+      this.prisma.person.count({
+        where: {
+          organizationId: orgId,
+          ...personScope,
+          createdAt: { gte: curMonthStart, lte: curMonthEnd },
+        },
+      }),
+      this.prisma.person.count({
+        where: {
+          organizationId: orgId,
+          ...personScope,
+          createdAt: { gte: prevMonthStart, lte: prevMonthEnd },
+        },
+      }),
+      this.prisma.activity.count({
+        where: {
+          organizationId: orgId,
+          ...activityScope,
+          status: 'open',
+          dueAt: { gte: todayStart, lte: todayEnd },
+        },
+      }),
+      this.prisma.activity.count({
+        where: {
+          organizationId: orgId,
+          ...activityScope,
+          dueAt: { gte: yesterdayStart, lte: yesterdayEnd },
+        },
+      }),
+      this.prisma.deal.count({
+        where: {
+          organizationId: orgId,
+          status: 'open',
+          ...dealScope,
+          updatedAt: { lte: weekAgo },
+        },
+      }),
+      this.prisma.salesGoal.findMany({
+        where: {
+          organizationId: orgId,
+          periodStart: { lte: curMonthEnd },
+          periodEnd: { gte: curMonthStart },
+        },
+        select: { targetAmount: true },
+      }),
+      this.prisma.activity.count({
+        where: {
+          organizationId: orgId,
+          ...activityScope,
+          status: 'open',
+          dueAt: { lt: now },
+        },
+      }),
+    ]);
+
+    const sumWonInRange = (start: Date, end: Date) =>
+      wonDeals
+        .filter((d) => d.updatedAt >= start && d.updatedAt <= end)
+        .reduce(
+          (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
+          0,
+        );
+
+    const salesCur = sumWonInRange(curMonthStart, curMonthEnd);
+    const salesPrev = sumWonInRange(prevMonthStart, prevMonthEnd);
+    const targetAmount = goals.reduce(
+      (acc, g) => acc + Number(g.targetAmount),
+      0,
+    );
+
+    const trendMonths: Array<{ key: string; label: string; start: Date; end: Date }> =
+      [];
+    for (let i = 4; i >= 0; i -= 1) {
+      const m = addJalaliMonths(jy, jm, -i);
+      trendMonths.push({
+        key: `${m.jy}-${String(m.jm).padStart(2, '0')}`,
+        label: jalaliMonthName(m.jm),
+        start: startOfJalaliMonth(m.jy, m.jm),
+        end: endOfJalaliMonth(m.jy, m.jm),
+      });
+    }
+
+    const salesTrend = trendMonths.map((m) => ({
+      monthKey: m.key,
+      monthLabel: m.label,
+      amount: Math.round(sumWonInRange(m.start, m.end)),
+    }));
+
+    const sourceMap = new Map<string, number>();
+    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]) => ({
+        label,
+        count,
+        percent: Math.round((count / sourceTotal) * 1000) / 10,
+      }))
+      .sort((a, b) => b.count - a.count)
+      .slice(0, 6);
+
+    const customerMap = new Map<
+      string,
+      { name: string; dealCount: number }
+    >();
+    for (const d of wonDeals) {
+      if (d.company) {
+        const cur = customerMap.get(`c:${d.company.id}`) ?? {
+          name: d.company.name,
+          dealCount: 0,
+        };
+        cur.dealCount += 1;
+        customerMap.set(`c:${d.company.id}`, cur);
+      } else if (d.person) {
+        const name = `${d.person.firstName} ${d.person.lastName}`.trim();
+        const cur = customerMap.get(`p:${d.person.id}`) ?? {
+          name,
+          dealCount: 0,
+        };
+        cur.dealCount += 1;
+        customerMap.set(`p:${d.person.id}`, cur);
+      }
+    }
+    const topCustomers = [...customerMap.entries()]
+      .map(([id, row]) => ({
+        id: id.slice(2),
+        name: row.name,
+        dealCount: row.dealCount,
+        rank: 0,
+      }))
+      .sort((a, b) => b.dealCount - a.dealCount)
+      .slice(0, 5)
+      .map((row, index) => ({ ...row, rank: index + 1 }));
+
+    const alerts: HomeDashboardDto['alerts'] = [];
+    if (staleDeals.length) {
+      const first = staleDeals[0]!;
+      const who =
+        first.company?.name ??
+        (first.person
+          ? `${first.person.firstName} ${first.person.lastName}`.trim()
+          : first.title);
+      alerts.push({
+        key: 'stale-deal',
+        tone: 'urgent',
+        text: `${who} در مرحله تصمیم‌گیری است — امروز تماس بگیرید`,
+        link: '/pipeline',
+      });
+    }
+    if (staleDeals.length > 1) {
+      alerts.push({
+        key: 'stale-count',
+        tone: 'warning',
+        text: `${staleDeals.length} معامله بیش از ۵ روز پیگیری نشده`,
+        link: '/pipeline',
+      });
+    } else if (overdueCount > 0) {
+      alerts.push({
+        key: 'overdue',
+        tone: 'warning',
+        text: `${overdueCount} پیگیری عقب‌افتاده دارید`,
+        link: '/activities',
+      });
+    }
+    if (targetAmount > 0 && salesCur >= targetAmount) {
+      alerts.push({
+        key: 'target-ahead',
+        tone: 'success',
+        text: 'این ماه از تارگت جلوتر هستید',
+        link: '/sales/forecast',
+      });
+    } else if (targetAmount > 0 && salesCur >= targetAmount * 0.8) {
+      alerts.push({
+        key: 'target-close',
+        tone: 'info',
+        text: 'به تارگت ماه نزدیک شده‌اید',
+        link: '/sales/forecast',
+      });
+    }
+
+    return {
+      currency: rates.baseCurrency,
+      kpis: [
+        {
+          key: 'sales',
+          label: 'فروش این ماه',
+          value: Math.round(salesCur),
+          changePercent: pctChange(salesCur, salesPrev),
+          changeLabel: 'نسبت به ماه قبل',
+        },
+        {
+          key: 'customers',
+          label: 'مشتریان جدید',
+          value: peopleCur,
+          changePercent: pctChange(peopleCur, peoplePrev),
+          changeLabel: 'نسبت به ماه قبل',
+        },
+        {
+          key: 'open-deals',
+          label: 'معاملات باز',
+          value: openDeals,
+          changePercent: pctChange(openDeals, openDealsWeekAgo || openDeals),
+          changeLabel: 'نسبت به هفته قبل',
+        },
+        {
+          key: 'followups',
+          label: 'پیگیری امروز',
+          value: openActivitiesToday,
+          changePercent: pctChange(openActivitiesToday, openActivitiesYesterday),
+          changeLabel: 'نسبت به دیروز',
+        },
+      ],
+      alerts,
+      salesTrend,
+      sources,
+      topCustomers,
+    };
+  }
 }

 function resolveRange(from?: string, to?: string): { start: Date; end: Date } {
@@ -269,3 +573,34 @@ function startOfDay(d: Date): Date {
 function endOfDay(d: Date): Date {
  return new Date(d.getFullYear(), d.getMonth(), d.getDate(), 23, 59, 59, 999);
 }
+
+function daysAgo(n: number): Date {
+  const d = new Date();
+  d.setDate(d.getDate() - n);
+  return d;
+}
+
+function addMonthsStart(from: Date, deltaMonths: number): Date {
+  const { jy, jm } = dateToJalali(from);
+  const m = addJalaliMonths(jy, jm, deltaMonths);
+  return startOfJalaliMonth(m.jy, m.jm);
+}
+
+function pctChange(current: number, previous: number): number | null {
+  if (previous <= 0) return current > 0 ? 100 : null;
+  return Math.round(((current - previous) / previous) * 1000) / 10;
+}
+
+function normalizeSource(raw: string | null | undefined): string {
+  const value = raw?.trim();
+  if (!value) return 'سایر';
+  const map: Record<string, string> = {
+    referral: 'معرفی دوستان',
+    website: 'وب‌سایت',
+    social: 'شبکه‌های اجتماعی',
+    ads: 'تبلیغات',
+    instagram: 'شبکه‌های اجتماعی',
+    google: 'تبلیغات',
+  };
+  return map[value.toLowerCase()] ?? value;
+}