Add simple report builder with metrics, dimensions, and user/team filters.

apps/api/src/reports/dto.ts

@@ -1,5 +1,9 @@
 import { IsIn, IsOptional, IsString } from 'class-validator';
-import { REPORTS_DRILL_KINDS } from '@mento/shared';
+import {
+  REPORTS_BUILDER_DIMENSIONS,
+  REPORTS_BUILDER_METRICS,
+  REPORTS_DRILL_KINDS,
+} from '@mento/shared';
 
 export class ReportsQueryDto {
   @IsOptional()
@@ -27,3 +31,27 @@ export class ReportsDrilldownQueryDto {
   @IsString()
   to?: string;
 }
+
+export class ReportsBuilderQueryDto {
+  @IsIn([...REPORTS_BUILDER_METRICS])
+  metric!: (typeof REPORTS_BUILDER_METRICS)[number];
+
+  @IsIn([...REPORTS_BUILDER_DIMENSIONS])
+  dimension!: (typeof REPORTS_BUILDER_DIMENSIONS)[number];
+
+  @IsOptional()
+  @IsString()
+  from?: string;
+
+  @IsOptional()
+  @IsString()
+  to?: string;
+
+  @IsOptional()
+  @IsString()
+  userId?: string;
+
+  @IsOptional()
+  @IsString()
+  teamId?: string;
+}

apps/api/src/reports/reports.controller.ts

@@ -20,7 +20,7 @@ import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { SavedViewsService } from '../saved-views/saved-views.service';
-import { ReportsDrilldownQueryDto, ReportsQueryDto } from './dto';
+import { ReportsBuilderQueryDto, ReportsDrilldownQueryDto, ReportsQueryDto } from './dto';
 import { ReportsService } from './reports.service';
 
 class CreateReportViewDto {
@@ -80,6 +80,21 @@ export class ReportsController {
     });
   }
 
+  @Post('builder')
+  builder(
+    @CurrentUser() user: Actor,
+    @Body() dto: ReportsBuilderQueryDto,
+  ) {
+    return this.reportsService.builder(user, {
+      metric: dto.metric,
+      dimension: dto.dimension,
+      from: dto.from,
+      to: dto.to,
+      userId: dto.userId,
+      teamId: dto.teamId,
+    });
+  }
+
   @Get('home')
   home(@CurrentUser() user: Actor) {
     return this.reportsService.home(user);

apps/api/src/reports/reports.service.ts

@@ -1,12 +1,21 @@
 import { Injectable, BadRequestException } from '@nestjs/common';
 import type {
   HomeDashboardDto,
+  ReportsBuilderDimension,
+  ReportsBuilderMetric,
+  ReportsBuilderQuery,
+  ReportsBuilderResultDto,
+  ReportsBuilderRowDto,
   ReportsDashboardDto,
   ReportsDrillKind,
   ReportsDrilldownDto,
   ReportsFunnelStageDto,
   ReportsPeriodCompareRowDto,
 } from '@mento/shared';
+import {
+  REPORTS_BUILDER_DIMENSION_LABELS,
+  REPORTS_BUILDER_METRIC_LABELS,
+} from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import {
@@ -1016,6 +1025,332 @@ export class ReportsService {
     };
   }
 
+  async builder(
+    actor: Actor,
+    query: ReportsBuilderQuery,
+  ): Promise<ReportsBuilderResultDto> {
+    const { start, end } = resolveRange(query.from, query.to);
+    const orgId = actor.organizationId;
+    const rates = await loadOrgRates(this.prisma, orgId);
+    const metric = query.metric;
+    let dimension = query.dimension;
+
+    const dealMetrics = new Set<ReportsBuilderMetric>([
+      'won_amount',
+      'won_count',
+      'lost_count',
+      'open_count',
+      'open_amount',
+    ]);
+    const invoiceMetrics = new Set<ReportsBuilderMetric>([
+      'invoice_amount',
+      'invoice_count',
+    ]);
+
+    if (
+      !dealMetrics.has(metric) &&
+      (dimension === 'source' ||
+        dimension === 'stage' ||
+        dimension === 'status')
+    ) {
+      dimension = 'none';
+    }
+
+    const format: 'money' | 'number' =
+      metric === 'won_amount' ||
+      metric === 'open_amount' ||
+      metric === 'invoice_amount'
+        ? 'money'
+        : 'number';
+
+    const ownerFilterIds = await this.resolveBuilderOwnerIds(actor, {
+      userId: query.userId,
+      teamId: query.teamId,
+    });
+    if (ownerFilterIds && ownerFilterIds.length === 0) {
+      return emptyBuilderResult(metric, dimension, start, end, rates.baseCurrency, format);
+    }
+
+    const dealOwnerWhere =
+      ownerFilterIds == null
+        ? ownerWhere(actor)
+        : { ownerId: { in: ownerFilterIds } };
+    const activityAssigneeWhere =
+      ownerFilterIds == null
+        ? assigneeWhere(actor)
+        : { assigneeId: { in: ownerFilterIds } };
+    const personOwnerWhere =
+      ownerFilterIds == null
+        ? elevated(actor.role)
+          ? {}
+          : ownerWhere(actor)
+        : { ownerId: { in: ownerFilterIds } };
+
+    const buckets = new Map<string, { label: string; value: number }>();
+    const add = (key: string, label: string, value: number) => {
+      const cur = buckets.get(key) ?? { label, value: 0 };
+      cur.value += value;
+      buckets.set(key, cur);
+    };
+
+    const userName = async (userId: string | null | undefined) => {
+      if (!userId) return 'بدون مسئول';
+      const u = await this.prisma.user.findUnique({
+        where: { id: userId },
+        select: { fullName: true },
+      });
+      return u?.fullName?.trim() || 'بدون مسئول';
+    };
+
+    let teamByUser = new Map<string, { id: string; name: string }>();
+    if (dimension === 'team' || query.teamId) {
+      teamByUser = await this.loadUserTeams(orgId);
+    }
+
+    const dimKey = async (opts: {
+      ownerId?: string | null;
+      source?: string | null;
+      stageId?: string | null;
+      stageName?: string | null;
+      status?: string | null;
+      at: Date;
+    }): Promise<{ key: string; label: string }> => {
+      if (dimension === 'none') return { key: 'total', label: 'جمع کل' };
+      if (dimension === 'owner') {
+        const id = opts.ownerId || 'none';
+        return { key: id, label: await userName(opts.ownerId) };
+      }
+      if (dimension === 'team') {
+        const t = opts.ownerId ? teamByUser.get(opts.ownerId) : undefined;
+        return t
+          ? { key: t.id, label: t.name }
+          : { key: 'none', label: 'بدون تیم' };
+      }
+      if (dimension === 'source') {
+        const label = normalizeSource(opts.source);
+        return { key: label, label };
+      }
+      if (dimension === 'stage') {
+        const id = opts.stageId || 'none';
+        return { key: id, label: opts.stageName || 'بدون مرحله' };
+      }
+      if (dimension === 'status') {
+        const st = opts.status || 'open';
+        return { key: st, label: dealStatusLabel(st) };
+      }
+      // month
+      const j = dateToJalali(opts.at);
+      const key = `${j.jy}-${String(j.jm).padStart(2, '0')}`;
+      return { key, label: `${jalaliMonthName(j.jm)} ${j.jy}` };
+    };
+
+    if (dealMetrics.has(metric)) {
+      let statusFilter: 'won' | 'lost' | 'open';
+      if (metric === 'won_amount' || metric === 'won_count') statusFilter = 'won';
+      else if (metric === 'lost_count') statusFilter = 'lost';
+      else statusFilter = 'open';
+
+      const deals = await this.prisma.deal.findMany({
+        where: {
+          organizationId: orgId,
+          ...dealOwnerWhere,
+          status: statusFilter,
+          ...(statusFilter === 'open'
+            ? { createdAt: { lte: end } }
+            : { updatedAt: { gte: start, lte: end } }),
+        },
+        select: {
+          amount: true,
+          currency: true,
+          ownerId: true,
+          source: true,
+          status: true,
+          stageId: true,
+          stage: { select: { name: true } },
+          updatedAt: true,
+          createdAt: true,
+        },
+      });
+
+      for (const d of deals) {
+        const at = statusFilter === 'open' ? d.createdAt : d.updatedAt;
+        const dim = await dimKey({
+          ownerId: d.ownerId,
+          source: d.source,
+          stageId: d.stageId,
+          stageName: d.stage?.name,
+          status: d.status,
+          at,
+        });
+        const amount = decimalToBase(d.amount, d.currency, rates);
+        const value =
+          metric === 'won_amount' || metric === 'open_amount' ? amount : 1;
+        add(dim.key, dim.label, value);
+      }
+    } else if (metric === 'activities_done') {
+      const rows = await this.prisma.activity.findMany({
+        where: {
+          organizationId: orgId,
+          ...activityAssigneeWhere,
+          status: 'done',
+          createdAt: { gte: start, lte: end },
+        },
+        select: { assigneeId: true, createdAt: true },
+      });
+      for (const a of rows) {
+        const dim = await dimKey({
+          ownerId: a.assigneeId,
+          at: a.createdAt,
+        });
+        add(dim.key, dim.label, 1);
+      }
+    } else if (metric === 'people_created') {
+      const rows = await this.prisma.person.findMany({
+        where: {
+          organizationId: orgId,
+          ...personOwnerWhere,
+          createdAt: { gte: start, lte: end },
+        },
+        select: { ownerId: true, createdAt: true },
+      });
+      for (const p of rows) {
+        const dim = await dimKey({
+          ownerId: p.ownerId,
+          at: p.createdAt,
+        });
+        add(dim.key, dim.label, 1);
+      }
+    } else if (invoiceMetrics.has(metric)) {
+      const invoices = await this.prisma.invoice.findMany({
+        where: {
+          organizationId: orgId,
+          ...dealOwnerWhere,
+          status: { in: ['issued', 'partially_paid', 'paid'] },
+          OR: [
+            { issuedAt: { gte: start, lte: end } },
+            { issuedAt: null, createdAt: { gte: start, lte: end } },
+          ],
+        },
+        select: {
+          ownerId: true,
+          issuedAt: true,
+          createdAt: true,
+          lineItems: {
+            select: { quantity: true, unitPrice: true, currency: true },
+          },
+        },
+      });
+      for (const inv of invoices) {
+        const at = inv.issuedAt ?? inv.createdAt;
+        const dim = await dimKey({ ownerId: inv.ownerId, at });
+        if (metric === 'invoice_count') {
+          add(dim.key, dim.label, 1);
+        } else {
+          let amount = 0;
+          for (const line of inv.lineItems) {
+            amount += toBaseAmount(
+              Number(line.quantity) * Number(line.unitPrice),
+              line.currency,
+              rates,
+            );
+          }
+          add(dim.key, dim.label, amount);
+        }
+      }
+    }
+
+    const rows: ReportsBuilderRowDto[] = [...buckets.entries()]
+      .map(([key, row]) => ({
+        key,
+        label: row.label,
+        value: Math.round(row.value * (format === 'money' ? 1 : 1)),
+      }))
+      .sort((a, b) => b.value - a.value);
+
+    if (format === 'money') {
+      for (const r of rows) r.value = Math.round(r.value);
+    }
+
+    const total = rows.reduce((a, b) => a + b.value, 0);
+
+    return {
+      metric,
+      metricLabel: REPORTS_BUILDER_METRIC_LABELS[metric],
+      dimension,
+      dimensionLabel: REPORTS_BUILDER_DIMENSION_LABELS[dimension],
+      from: start.toISOString(),
+      to: end.toISOString(),
+      currency: rates.baseCurrency,
+      format,
+      total: Math.round(total),
+      rows: dimension === 'none' && rows.length === 0
+        ? [{ key: 'total', label: 'جمع کل', value: 0 }]
+        : dimension === 'none'
+          ? [{ key: 'total', label: 'جمع کل', value: Math.round(total) }]
+          : rows,
+    };
+  }
+
+  private async resolveBuilderOwnerIds(
+    actor: Actor,
+    opts: { userId?: string; teamId?: string },
+  ): Promise<string[] | null> {
+    const scope = ownerWhere(actor);
+    let allowed: string[] | null = null;
+    if ('ownerId' in scope && typeof scope.ownerId === 'string') {
+      allowed = [scope.ownerId];
+    } else if (
+      'ownerId' in scope &&
+      scope.ownerId &&
+      typeof scope.ownerId === 'object' &&
+      'in' in scope.ownerId
+    ) {
+      allowed = [...scope.ownerId.in];
+    }
+
+    let ids: string[] | null = null;
+
+    if (opts.teamId?.trim()) {
+      const members = await this.prisma.teamMember.findMany({
+        where: {
+          teamId: opts.teamId.trim(),
+          team: { organizationId: actor.organizationId },
+        },
+        select: { userId: true },
+      });
+      ids = members.map((m) => m.userId);
+    }
+
+    if (opts.userId?.trim()) {
+      const uid = opts.userId.trim();
+      ids = ids == null ? [uid] : ids.filter((id) => id === uid);
+    }
+
+    if (ids == null) return allowed;
+    if (allowed == null) return [...new Set(ids)];
+    return ids.filter((id) => allowed.includes(id));
+  }
+
+  private async loadUserTeams(
+    organizationId: string,
+  ): Promise<Map<string, { id: string; name: string }>> {
+    const members = await this.prisma.teamMember.findMany({
+      where: { team: { organizationId } },
+      select: {
+        userId: true,
+        team: { select: { id: true, name: true } },
+      },
+      orderBy: { team: { name: 'asc' } },
+    });
+    const map = new Map<string, { id: string; name: string }>();
+    for (const m of members) {
+      if (!map.has(m.userId)) {
+        map.set(m.userId, { id: m.team.id, name: m.team.name });
+      }
+    }
+    return map;
+  }
+
   async home(actor: Actor): Promise<HomeDashboardDto> {
     const orgId = actor.organizationId;
     const dealScope = ownerWhere(actor);
@@ -1418,6 +1753,31 @@ function toDrillItem(
   };
 }
 
+function emptyBuilderResult(
+  metric: ReportsBuilderMetric,
+  dimension: ReportsBuilderDimension,
+  start: Date,
+  end: Date,
+  currency: string,
+  format: 'money' | 'number',
+): ReportsBuilderResultDto {
+  return {
+    metric,
+    metricLabel: REPORTS_BUILDER_METRIC_LABELS[metric],
+    dimension,
+    dimensionLabel: REPORTS_BUILDER_DIMENSION_LABELS[dimension],
+    from: start.toISOString(),
+    to: end.toISOString(),
+    currency,
+    format,
+    total: 0,
+    rows:
+      dimension === 'none'
+        ? [{ key: 'total', label: 'جمع کل', value: 0 }]
+        : [],
+  };
+}
+
 function activityTypeLabel(type: string): string {
   const map: Record<string, string> = {
     call: 'تماس',

apps/web/src/views/ReportsView.vue

@@ -27,6 +27,10 @@ import {
 } from '@/components/ui';
 import type {
   OrganizationDto,
+  OrgUserDto,
+  ReportsBuilderDimension,
+  ReportsBuilderMetric,
+  ReportsBuilderResultDto,
   ReportsDashboardDto,
   ReportsDrillKind,
   ReportsDrilldownDto,
@@ -34,10 +38,18 @@ import type {
   ReportsPeriodCompareRowDto,
   ReportsViewFilters,
   SavedViewDto,
+  TeamDto,
+} from '@mento/shared';
+import {
+  brand,
+  REPORTS_BUILDER_DIMENSION_LABELS,
+  REPORTS_BUILDER_DIMENSIONS,
+  REPORTS_BUILDER_METRIC_LABELS,
+  REPORTS_BUILDER_METRICS,
 } from '@mento/shared';
-import { brand } from '@mento/shared';
 
 type PeriodKey = 'today' | 'week' | 'month' | 'quarter' | 'year' | 'custom';
+type PageMode = 'dashboard' | 'builder';
 
 const PERIODS: Array<{ key: PeriodKey; label: string }> = [
   { key: 'today', label: 'امروز' },
@@ -84,8 +96,24 @@ const saveBusy = ref(false);
 const saveError = ref('');
 const shareNote = ref('');
 
+const pageMode = ref<PageMode>('dashboard');
+const builderMetric = ref<ReportsBuilderMetric>('won_amount');
+const builderDimension = ref<ReportsBuilderDimension>('owner');
+const builderUserId = ref('');
+const builderTeamId = ref('');
+const builderLoading = ref(false);
+const builderError = ref('');
+const builderResult = ref<ReportsBuilderResultDto | null>(null);
+const orgUsers = ref<OrgUserDto[]>([]);
+const orgTeams = ref<TeamDto[]>([]);
+const teamsAvailable = ref(true);
+
 const currency = computed(
-  () => data.value?.currency || org.value?.baseCurrency || 'IRR',
+  () =>
+    builderResult.value?.currency ||
+    data.value?.currency ||
+    org.value?.baseCurrency ||
+    'IRR',
 );
 
 const activeView = computed(
@@ -224,7 +252,9 @@ function applyPeriod(key: PeriodKey, opts?: { keepView?: boolean }) {
   } else if (key === 'year') {
     from.value = formatLocalDateInput(jalaliToDate(j.jy, 1, 1));
   }
-  void load();
+  void load().then(() => {
+    if (pageMode.value === 'builder') void runBuilder();
+  });
 }
 
 function openCustom() {
@@ -239,6 +269,13 @@ function currentFilters(): ReportsViewFilters {
     period: period.value,
     from: from.value || undefined,
     to: to.value || undefined,
+    mode: pageMode.value,
+    builder: {
+      metric: builderMetric.value,
+      dimension: builderDimension.value,
+      userId: builderUserId.value || undefined,
+      teamId: builderTeamId.value || undefined,
+    },
   };
 }
 
@@ -247,10 +284,32 @@ function parseFilters(raw: Record<string, unknown>): ReportsViewFilters {
   const p = PERIOD_KEYS.has(periodRaw as PeriodKey)
     ? (periodRaw as PeriodKey)
     : 'month';
+  const mode = raw.mode === 'builder' ? 'builder' : 'dashboard';
+  const builderRaw =
+    raw.builder && typeof raw.builder === 'object'
+      ? (raw.builder as Record<string, unknown>)
+      : {};
+  const metric = String(builderRaw.metric ?? 'won_amount');
+  const dimension = String(builderRaw.dimension ?? 'owner');
   return {
     period: p,
     from: typeof raw.from === 'string' ? raw.from : undefined,
     to: typeof raw.to === 'string' ? raw.to : undefined,
+    mode,
+    builder: {
+      metric: REPORTS_BUILDER_METRICS.includes(metric as ReportsBuilderMetric)
+        ? metric
+        : 'won_amount',
+      dimension: REPORTS_BUILDER_DIMENSIONS.includes(
+        dimension as ReportsBuilderDimension,
+      )
+        ? dimension
+        : 'owner',
+      userId:
+        typeof builderRaw.userId === 'string' ? builderRaw.userId : undefined,
+      teamId:
+        typeof builderRaw.teamId === 'string' ? builderRaw.teamId : undefined,
+    },
   };
 }
 
@@ -283,6 +342,30 @@ async function loadSavedViews() {
 }
 
 function applyFilters(filters: ReportsViewFilters, keepView: boolean) {
+  pageMode.value = filters.mode === 'builder' ? 'builder' : 'dashboard';
+  if (filters.builder) {
+    const m = filters.builder.metric;
+    const d = filters.builder.dimension;
+    if (
+      m &&
+      REPORTS_BUILDER_METRICS.includes(m as ReportsBuilderMetric)
+    ) {
+      builderMetric.value = m as ReportsBuilderMetric;
+    }
+    if (
+      d &&
+      REPORTS_BUILDER_DIMENSIONS.includes(d as ReportsBuilderDimension)
+    ) {
+      builderDimension.value = d as ReportsBuilderDimension;
+    }
+    builderUserId.value = filters.builder.userId ?? '';
+    builderTeamId.value = filters.builder.teamId ?? '';
+  }
+
+  const afterRange = () => {
+    if (pageMode.value === 'builder') void runBuilder();
+  };
+
   const p = PERIOD_KEYS.has(filters.period as PeriodKey)
     ? (filters.period as PeriodKey)
     : 'month';
@@ -295,12 +378,96 @@ function applyFilters(filters: ReportsViewFilters, keepView: boolean) {
       activeViewId.value = null;
       syncViewQuery(null);
     }
-    void load();
+    void load().then(afterRange);
     return;
   }
   applyPeriod(p, { keepView });
 }
 
+async function loadFilterOptions() {
+  try {
+    const { data: users } = await api.get<OrgUserDto[]>('/users');
+    orgUsers.value = users.filter((u) => u.isActive !== false);
+  } catch {
+    orgUsers.value = [];
+  }
+  try {
+    const { data: teams } = await api.get<TeamDto[]>('/teams');
+    orgTeams.value = teams;
+    teamsAvailable.value = true;
+  } catch (e) {
+    orgTeams.value = [];
+    teamsAvailable.value =
+      !(axios.isAxiosError(e) && e.response?.status === 403);
+  }
+}
+
+async function runBuilder() {
+  builderLoading.value = true;
+  builderError.value = '';
+  try {
+    const { data: res } = await api.post<ReportsBuilderResultDto>(
+      '/reports/builder',
+      {
+        metric: builderMetric.value,
+        dimension: builderDimension.value,
+        from: from.value || undefined,
+        to: to.value || undefined,
+        userId: builderUserId.value || undefined,
+        teamId: builderTeamId.value || undefined,
+      },
+    );
+    builderResult.value = res;
+  } catch (e) {
+    builderResult.value = null;
+    builderError.value = axios.isAxiosError(e)
+      ? String(
+          (e.response?.data as { message?: string })?.message ??
+            'اجرای گزارش‌ساز ناموفق بود.',
+        )
+      : 'اجرای گزارش‌ساز ناموفق بود.';
+  } finally {
+    builderLoading.value = false;
+  }
+}
+
+function setPageMode(mode: PageMode) {
+  pageMode.value = mode;
+  if (mode === 'builder' && !builderResult.value) void runBuilder();
+  if (mode === 'dashboard' && !data.value) void load();
+}
+
+const builderChartOption = computed<UiChartOption>(() => {
+  const rows = (builderResult.value?.rows ?? []).slice(0, 12);
+  const isMoney = builderResult.value?.format === 'money';
+  return {
+    tooltip: {
+      trigger: 'axis',
+      formatter: (params: any) => {
+        const item = Array.isArray(params) ? params[0] : params;
+        if (!item) return '';
+        const val = isMoney ? money(item.value) : num(item.value);
+        return `${item.name}<br/><strong>${val}</strong>`;
+      },
+    },
+    grid: { left: 16, right: 16, top: 24, bottom: 48, containLabel: true },
+    xAxis: {
+      type: 'category',
+      data: rows.map((r) => r.label),
+      axisLabel: { rotate: rows.length > 5 ? 30 : 0, fontSize: 11 },
+    },
+    yAxis: { type: 'value' },
+    series: [
+      {
+        type: 'bar',
+        data: rows.map((r) => r.value),
+        itemStyle: { color: CHART_PALETTE[0] },
+        barMaxWidth: 42,
+      },
+    ],
+  };
+});
+
 async function selectSavedView(id: string) {
   if (!id) {
     activeViewId.value = null;
@@ -431,7 +598,7 @@ async function copyShareLink() {
 }
 
 async function bootstrap() {
-  await loadSavedViews();
+  await Promise.all([loadSavedViews(), loadFilterOptions()]);
   const viewId =
     typeof route.query.view === 'string' ? route.query.view.trim() : '';
   if (viewId) {
@@ -485,6 +652,31 @@ async function load() {
 }
 
 function exportReport() {
+  if (pageMode.value === 'builder') {
+    if (!builderResult.value) return;
+    const b = builderResult.value;
+    const lines: string[] = [
+      `گزارش‌ساز ${brand.nameFa}`,
+      `بازه,${rangeLabel()}`,
+      `متریک,${b.metricLabel}`,
+      `بعد,${b.dimensionLabel}`,
+      `جمع,${b.total}`,
+      '',
+      `${b.dimensionLabel},${b.metricLabel}`,
+      ...b.rows.map((r) => `${r.label},${r.value}`),
+    ];
+    const blob = new Blob(['\ufeff' + lines.join('\n')], {
+      type: 'text/csv;charset=utf-8',
+    });
+    const url = URL.createObjectURL(blob);
+    const a = document.createElement('a');
+    a.href = url;
+    a.download = `${brand.filePrefix}-builder-${from.value || 'from'}-${to.value || 'to'}.csv`;
+    a.click();
+    URL.revokeObjectURL(url);
+    return;
+  }
+
   if (!data.value) return;
   const d = data.value;
   const lines: string[] = [
@@ -858,7 +1050,7 @@ const activityMax = computed(() =>
         </UiButton>
         <UiButton
           variant="primary"
-          :disabled="!data"
+          :disabled="pageMode === 'dashboard' ? !data : !builderResult"
           @click="exportReport"
         >
           <UiIcon name="document" :size="16" />
@@ -867,6 +1059,25 @@ const activityMax = computed(() =>
       </template>
     </UiPageHeader>
 
+    <div class="mode-tabs">
+      <button
+        type="button"
+        class="mode-tab"
+        :class="{ on: pageMode === 'dashboard' }"
+        @click="setPageMode('dashboard')"
+      >
+        داشبورد
+      </button>
+      <button
+        type="button"
+        class="mode-tab"
+        :class="{ on: pageMode === 'builder' }"
+        @click="setPageMode('builder')"
+      >
+        گزارش‌ساز
+      </button>
+    </div>
+
     <!-- Toolbar Filters -->
     <div class="crm-toolbar filter-toolbar">
       <div class="period-chips">
@@ -922,21 +1133,148 @@ const activityMax = computed(() =>
       @submit.prevent="
         activeViewId = null;
         syncViewQuery(null);
-        load();
+        load().then(() => {
+          if (pageMode === 'builder') runBuilder();
+        });
       "
     >
       <JalaliDateInput v-model="from" placeholder="از تاریخ" />
       <JalaliDateInput v-model="to" placeholder="تا تاریخ" />
-      <UiButton variant="primary" type="submit" :disabled="loading">اعمال</UiButton>
+      <UiButton variant="primary" type="submit" :disabled="loading || builderLoading">
+        اعمال
+      </UiButton>
     </form>
 
     <p v-if="error" class="error">{{ error }}</p>
+
+    <!-- Builder mode -->
+    <template v-if="pageMode === 'builder'">
+      <UiCard class="builder-card" title="گزارش‌ساز ساده">
+        <p class="deep-hint">
+          متریک و بُعد را انتخاب کنید؛ می‌توانید بازه بالا و فیلتر کاربر/تیم را هم اعمال کنید.
+        </p>
+        <div class="builder-form">
+          <UiField label="متریک">
+            <select v-model="builderMetric" class="builder-select">
+              <option
+                v-for="m in REPORTS_BUILDER_METRICS"
+                :key="m"
+                :value="m"
+              >
+                {{ REPORTS_BUILDER_METRIC_LABELS[m] }}
+              </option>
+            </select>
+          </UiField>
+          <UiField label="گروه‌بندی (بُعد)">
+            <select v-model="builderDimension" class="builder-select">
+              <option
+                v-for="d in REPORTS_BUILDER_DIMENSIONS"
+                :key="d"
+                :value="d"
+              >
+                {{ REPORTS_BUILDER_DIMENSION_LABELS[d] }}
+              </option>
+            </select>
+          </UiField>
+          <UiField label="کاربر">
+            <select v-model="builderUserId" class="builder-select">
+              <option value="">همه کاربران مجاز</option>
+              <option v-for="u in orgUsers" :key="u.id" :value="u.id">
+                {{ u.fullName }}
+              </option>
+            </select>
+          </UiField>
+          <UiField label="تیم">
+            <select
+              v-model="builderTeamId"
+              class="builder-select"
+              :disabled="!teamsAvailable"
+            >
+              <option value="">همه تیم‌ها</option>
+              <option v-for="t in orgTeams" :key="t.id" :value="t.id">
+                {{ t.name }}
+              </option>
+            </select>
+          </UiField>
+          <div class="builder-actions">
+            <UiButton :loading="builderLoading" @click="runBuilder">
+              اجرای گزارش
+            </UiButton>
+          </div>
+        </div>
+        <p v-if="!teamsAvailable" class="deep-hint">
+          ماژول تیم‌ها برای این محیط فعال نیست؛ فیلتر تیم در دسترس نیست.
+        </p>
+        <p v-if="builderError" class="error">{{ builderError }}</p>
+      </UiCard>
+
+      <div v-if="builderLoading" class="loading-wrap">
+        <div class="spinner"></div>
+        <span>در حال ساخت گزارش...</span>
+      </div>
+
+      <template v-else-if="builderResult">
+        <div class="builder-kpi">
+          <article class="kpi-card">
+            <div class="kpi-top">
+              <span class="kpi-label">{{ builderResult.metricLabel }}</span>
+            </div>
+            <strong class="kpi-val">
+              {{
+                builderResult.format === 'money'
+                  ? money(builderResult.total)
+                  : num(builderResult.total)
+              }}
+            </strong>
+            <div class="kpi-change flat">
+              <small>{{ builderResult.dimensionLabel }}</small>
+            </div>
+          </article>
+        </div>
+
+        <div class="charts-grid">
+          <UiCard class="chart-card span-2" title="نمودار">
+            <UiChart
+              v-if="builderResult.rows.length"
+              :option="builderChartOption"
+              height="300px"
+            />
+            <p v-else class="empty-msg">داده‌ای برای نمایش نیست.</p>
+          </UiCard>
+          <UiCard class="chart-card" title="جدول">
+            <table v-if="builderResult.rows.length" class="compare-table">
+              <thead>
+                <tr>
+                  <th>{{ builderResult.dimensionLabel }}</th>
+                  <th>{{ builderResult.metricLabel }}</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr v-for="row in builderResult.rows" :key="row.key">
+                  <td>{{ row.label }}</td>
+                  <td>
+                    {{
+                      builderResult.format === 'money'
+                        ? money(row.value)
+                        : num(row.value)
+                    }}
+                  </td>
+                </tr>
+              </tbody>
+            </table>
+            <p v-else class="empty-msg">ردیفی نیست.</p>
+          </UiCard>
+        </div>
+      </template>
+    </template>
+
+    <!-- Dashboard mode -->
     <div v-else-if="loading" class="loading-wrap">
       <div class="spinner"></div>
       <span>در حال بارگذاری گزارشات...</span>
     </div>
 
-    <template v-else-if="data">
+    <template v-else-if="pageMode === 'dashboard' && data">
       <!-- KPI row -->
       <div class="kpis">
         <article v-for="k in data.kpis" :key="k.key" class="kpi-card">
@@ -1290,6 +1628,81 @@ const activityMax = computed(() =>
 </template>
 
 <style scoped>
+.mode-tabs {
+  display: inline-flex;
+  gap: 2px;
+  background: var(--surface-subtle);
+  border: 1px solid var(--line);
+  padding: 3px;
+  border-radius: var(--radius);
+  margin-bottom: var(--sp-3);
+}
+
+.mode-tab {
+  border: 0;
+  background: transparent;
+  padding: 0 var(--sp-4);
+  min-height: calc(var(--control-h-md) - 6px);
+  border-radius: calc(var(--radius) - 2px);
+  font: inherit;
+  font-size: var(--fs-sm);
+  font-weight: var(--fw-semibold);
+  color: var(--muted);
+  cursor: pointer;
+}
+
+.mode-tab.on {
+  background: var(--surface);
+  color: var(--accent-deep);
+  box-shadow: var(--shadow-xs);
+  font-weight: var(--fw-bold);
+}
+
+.builder-card {
+  margin-bottom: var(--sp-4);
+}
+
+.builder-form {
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr)) auto;
+  gap: var(--sp-3);
+  align-items: end;
+}
+
+.builder-select {
+  width: 100%;
+  font: inherit;
+  min-height: var(--control-h-md);
+  border: 1px solid var(--line);
+  border-radius: 8px;
+  padding: 0.4rem 0.55rem;
+  background: #fff;
+}
+
+.builder-actions {
+  display: flex;
+  align-items: end;
+}
+
+.builder-kpi {
+  display: grid;
+  grid-template-columns: minmax(220px, 320px);
+  gap: var(--sp-3);
+  margin-bottom: var(--sp-4);
+}
+
+@media (max-width: 1000px) {
+  .builder-form {
+    grid-template-columns: 1fr 1fr;
+  }
+}
+
+@media (max-width: 640px) {
+  .builder-form {
+    grid-template-columns: 1fr;
+  }
+}
+
 .view-select {
   display: inline-flex;
   align-items: center;

packages/shared/src/index.ts

@@ -3069,6 +3069,114 @@ export interface ReportsViewFilters {
   period: string;
   from?: string;
   to?: string;
+  /** dashboard | builder */
+  mode?: string;
+  builder?: {
+    metric?: string;
+    dimension?: string;
+    userId?: string;
+    teamId?: string;
+  };
+}
+
+/** متریک‌های گزارش‌ساز ساده */
+export type ReportsBuilderMetric =
+  | "won_amount"
+  | "won_count"
+  | "lost_count"
+  | "open_count"
+  | "open_amount"
+  | "activities_done"
+  | "people_created"
+  | "invoice_amount"
+  | "invoice_count";
+
+export const REPORTS_BUILDER_METRICS: ReportsBuilderMetric[] = [
+  "won_amount",
+  "won_count",
+  "lost_count",
+  "open_count",
+  "open_amount",
+  "activities_done",
+  "people_created",
+  "invoice_amount",
+  "invoice_count",
+];
+
+export const REPORTS_BUILDER_METRIC_LABELS: Record<
+  ReportsBuilderMetric,
+  string
+> = {
+  won_amount: "مبلغ معاملات برنده",
+  won_count: "تعداد معاملات برنده",
+  lost_count: "تعداد معاملات باخته",
+  open_count: "تعداد معاملات باز",
+  open_amount: "مبلغ معاملات باز",
+  activities_done: "فعالیت انجام‌شده",
+  people_created: "مشتریان جدید",
+  invoice_amount: "مبلغ فاکتور",
+  invoice_count: "تعداد فاکتور",
+};
+
+/** ابعاد گروه‌بندی گزارش‌ساز */
+export type ReportsBuilderDimension =
+  | "none"
+  | "owner"
+  | "team"
+  | "source"
+  | "stage"
+  | "month"
+  | "status";
+
+export const REPORTS_BUILDER_DIMENSIONS: ReportsBuilderDimension[] = [
+  "none",
+  "owner",
+  "team",
+  "source",
+  "stage",
+  "month",
+  "status",
+];
+
+export const REPORTS_BUILDER_DIMENSION_LABELS: Record<
+  ReportsBuilderDimension,
+  string
+> = {
+  none: "بدون گروه‌بندی (جمع کل)",
+  owner: "کاربر / مسئول",
+  team: "تیم",
+  source: "منبع",
+  stage: "مرحله کاریز",
+  month: "ماه",
+  status: "وضعیت معامله",
+};
+
+export interface ReportsBuilderQuery {
+  metric: ReportsBuilderMetric;
+  dimension: ReportsBuilderDimension;
+  from?: string;
+  to?: string;
+  userId?: string;
+  teamId?: string;
+}
+
+export interface ReportsBuilderRowDto {
+  key: string;
+  label: string;
+  value: number;
+}
+
+export interface ReportsBuilderResultDto {
+  metric: ReportsBuilderMetric;
+  metricLabel: string;
+  dimension: ReportsBuilderDimension;
+  dimensionLabel: string;
+  from: string;
+  to: string;
+  currency: string;
+  format: "money" | "number";
+  total: number;
+  rows: ReportsBuilderRowDto[];
 }
 
 export interface SavedViewDto {