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
@@ -0,0 +1,105 @@
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import {
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IsNumber,
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IsOptional,
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IsString,
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MaxLength,
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Min,
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MinLength,
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} from 'class-validator';
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import { Type } from 'class-transformer';
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export class CreateSalesGoalDto {
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@IsString()
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@MinLength(2)
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@MaxLength(200)
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title!: string;
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@IsString()
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periodStart!: string;
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@IsString()
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periodEnd!: string;
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@Type(() => Number)
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@IsNumber()
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@Min(0)
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targetAmount!: number;
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@IsOptional()
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@IsString()
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@MaxLength(8)
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currency?: string;
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@IsOptional()
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@IsString()
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@MaxLength(2000)
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notes?: string;
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@IsOptional()
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@IsString()
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userId?: string | null;
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}
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export class UpdateSalesGoalDto {
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@IsOptional()
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@IsString()
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@MinLength(2)
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@MaxLength(200)
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title?: string;
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@IsOptional()
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@IsString()
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periodStart?: string;
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@IsOptional()
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@IsString()
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periodEnd?: string;
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@IsOptional()
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@Type(() => Number)
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@IsNumber()
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@Min(0)
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targetAmount?: number;
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@IsOptional()
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@IsString()
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@MaxLength(8)
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currency?: string;
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@IsOptional()
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@IsString()
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@MaxLength(2000)
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notes?: string | null;
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@IsOptional()
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@IsString()
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userId?: string | null;
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}
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export class ForecastQueryDto {
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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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@IsOptional()
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@IsString()
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userId?: string;
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}
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export class ListGoalsQueryDto {
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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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@IsOptional()
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@IsString()
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userId?: string;
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}
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@@ -0,0 +1,125 @@
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import {
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Body,
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Controller,
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Delete,
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Get,
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Param,
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Patch,
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Post,
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Query,
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UseGuards,
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} 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 {
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CreateSalesGoalDto,
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ForecastQueryDto,
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ListGoalsQueryDto,
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UpdateSalesGoalDto,
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} from './dto';
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import { SalesService } from './sales.service';
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@Controller('sales')
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@UseGuards(JwtAuthGuard)
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export class SalesController {
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constructor(private readonly salesService: SalesService) {}
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@Get('forecast')
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forecast(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Query() query: ForecastQueryDto,
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) {
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return this.salesService.forecast(
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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, userId: query.userId },
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);
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}
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@Get('goals')
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listGoals(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Query() query: ListGoalsQueryDto,
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) {
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return this.salesService.listGoals(
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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, userId: query.userId },
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);
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}
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@Get('goals/:id')
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getGoal(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Param('id') id: string,
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) {
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return this.salesService.getGoal(
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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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id,
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);
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}
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@Post('goals')
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createGoal(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Body() dto: CreateSalesGoalDto,
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) {
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return this.salesService.createGoal(
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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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dto,
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);
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}
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@Patch('goals/:id')
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updateGoal(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Param('id') id: string,
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@Body() dto: UpdateSalesGoalDto,
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) {
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return this.salesService.updateGoal(
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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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id,
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dto,
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);
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}
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@Delete('goals/:id')
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async removeGoal(
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@CurrentUser()
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user: { userId: string; organizationId: string; role: string },
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@Param('id') id: string,
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) {
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await this.salesService.removeGoal(
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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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id,
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);
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return { ok: true };
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}
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}
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@@ -0,0 +1,10 @@
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import { Module } from '@nestjs/common';
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import { SalesController } from './sales.controller';
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import { SalesService } from './sales.service';
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@Module({
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controllers: [SalesController],
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providers: [SalesService],
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exports: [SalesService],
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})
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export class SalesModule {}
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@@ -0,0 +1,338 @@
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import {
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BadRequestException,
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ForbiddenException,
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Injectable,
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NotFoundException,
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} from '@nestjs/common';
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import type {
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CreateSalesGoalRequest,
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PaginatedResponse,
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SalesForecastDto,
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SalesGoalDto,
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UpdateSalesGoalRequest,
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} 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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elevated,
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ownerWhere,
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} from '../common/record-scope';
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import { decimalToBase, loadOrgRates } from '../common/currency';
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const include = {
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user: { select: { id: true, fullName: true } },
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} satisfies Prisma.SalesGoalInclude;
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type GoalRow = Prisma.SalesGoalGetPayload<{ include: typeof include }>;
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const OPEN_WEIGHT = 0.4;
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@Injectable()
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export class SalesService {
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constructor(private readonly prisma: PrismaService) {}
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async listGoals(
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actor: Actor,
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opts: { from?: string; to?: string; userId?: string } = {},
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): Promise<PaginatedResponse<SalesGoalDto>> {
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const { start, end } = resolvePeriod(opts.from, opts.to);
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const where: Prisma.SalesGoalWhereInput = {
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organizationId: actor.organizationId,
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periodStart: { lte: end },
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periodEnd: { gte: start },
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...this.goalVisibility(actor, opts.userId),
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};
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const rows = await this.prisma.salesGoal.findMany({
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where,
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include,
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orderBy: [{ periodStart: 'desc' }, { createdAt: 'desc' }],
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take: 100,
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});
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return {
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items: rows.map((row) => this.toGoalDto(row)),
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total: rows.length,
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page: 1,
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limit: 100,
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};
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}
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async getGoal(actor: Actor, id: string): Promise<SalesGoalDto> {
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const row = await this.prisma.salesGoal.findFirst({
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where: {
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id,
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organizationId: actor.organizationId,
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...this.goalVisibility(actor),
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},
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include,
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});
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if (!row) throw new NotFoundException('هدف پیدا نشد');
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return this.toGoalDto(row);
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}
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async createGoal(
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actor: Actor,
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dto: CreateSalesGoalRequest,
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): Promise<SalesGoalDto> {
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const periodStart = parseDate(dto.periodStart, 'شروع دوره');
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const periodEnd = parseDate(dto.periodEnd, 'پایان دوره');
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if (periodEnd < periodStart) {
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throw new BadRequestException('پایان دوره باید بعد از شروع باشد');
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}
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const userId = await this.resolveGoalUserId(actor, dto.userId);
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const row = await this.prisma.salesGoal.create({
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data: {
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organizationId: actor.organizationId,
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userId,
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title: dto.title.trim(),
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periodStart,
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periodEnd,
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targetAmount: new Prisma.Decimal(dto.targetAmount),
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currency: (dto.currency ?? 'IRR').trim() || 'IRR',
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notes: emptyToNull(dto.notes ?? null),
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},
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include,
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});
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return this.toGoalDto(row);
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}
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async updateGoal(
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actor: Actor,
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id: string,
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dto: UpdateSalesGoalRequest,
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): Promise<SalesGoalDto> {
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const existing = await this.prisma.salesGoal.findFirst({
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where: {
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id,
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organizationId: actor.organizationId,
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...this.goalVisibility(actor),
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},
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});
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if (!existing) throw new NotFoundException('هدف پیدا نشد');
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if (!elevated(actor.role) && existing.userId !== actor.userId) {
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throw new ForbiddenException('اجازه ویرایش این هدف را ندارید');
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}
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const data: Prisma.SalesGoalUncheckedUpdateInput = {};
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if (dto.title !== undefined) data.title = dto.title.trim();
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if (dto.periodStart !== undefined) {
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data.periodStart = parseDate(dto.periodStart, 'شروع دوره');
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}
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if (dto.periodEnd !== undefined) {
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data.periodEnd = parseDate(dto.periodEnd, 'پایان دوره');
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}
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if (dto.targetAmount !== undefined) {
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data.targetAmount = new Prisma.Decimal(dto.targetAmount);
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}
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if (dto.currency !== undefined) {
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data.currency = dto.currency.trim() || 'IRR';
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}
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if ('notes' in dto) data.notes = emptyToNull(dto.notes ?? null);
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if ('userId' in dto) {
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data.userId = await this.resolveGoalUserId(actor, dto.userId);
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}
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const start =
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data.periodStart instanceof Date
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? data.periodStart
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: existing.periodStart;
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const end =
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data.periodEnd instanceof Date ? data.periodEnd : existing.periodEnd;
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if (end < start) {
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throw new BadRequestException('پایان دوره باید بعد از شروع باشد');
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}
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const row = await this.prisma.salesGoal.update({
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where: { id },
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data,
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include,
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});
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return this.toGoalDto(row);
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}
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async removeGoal(actor: Actor, id: string): Promise<void> {
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const existing = await this.prisma.salesGoal.findFirst({
|
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where: {
|
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id,
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organizationId: actor.organizationId,
|
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...this.goalVisibility(actor),
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},
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});
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if (!existing) throw new NotFoundException('هدف پیدا نشد');
|
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if (!elevated(actor.role) && existing.userId !== actor.userId) {
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throw new ForbiddenException('اجازه حذف این هدف را ندارید');
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}
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await this.prisma.salesGoal.delete({ where: { id } });
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}
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|
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async forecast(
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actor: Actor,
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opts: { from?: string; to?: string; userId?: string } = {},
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): Promise<SalesForecastDto> {
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const { start, end } = resolvePeriod(opts.from, opts.to);
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const dealOwner =
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elevated(actor.role) && opts.userId
|
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? { ownerId: opts.userId }
|
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: ownerWhere(actor);
|
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|
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const goalsWhere: Prisma.SalesGoalWhereInput = {
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organizationId: actor.organizationId,
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periodStart: { lte: end },
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periodEnd: { gte: start },
|
||||
...this.goalVisibility(actor, opts.userId),
|
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};
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|
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const [goals, wonDeals, openDeals, rateMap] = await Promise.all([
|
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this.prisma.salesGoal.findMany({
|
||||
where: goalsWhere,
|
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include,
|
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orderBy: { periodStart: 'asc' },
|
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}),
|
||||
this.prisma.deal.findMany({
|
||||
where: {
|
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organizationId: actor.organizationId,
|
||||
status: 'won',
|
||||
updatedAt: { gte: start, lte: end },
|
||||
...dealOwner,
|
||||
},
|
||||
select: { amount: true, currency: true },
|
||||
}),
|
||||
this.prisma.deal.findMany({
|
||||
where: {
|
||||
organizationId: actor.organizationId,
|
||||
status: 'open',
|
||||
...dealOwner,
|
||||
},
|
||||
select: { amount: true, currency: true },
|
||||
}),
|
||||
loadOrgRates(this.prisma, actor.organizationId),
|
||||
]);
|
||||
|
||||
const targetAmount = goals.reduce(
|
||||
(sum, g) =>
|
||||
sum + decimalToBase(g.targetAmount, g.currency, rateMap),
|
||||
0,
|
||||
);
|
||||
const wonAmount = wonDeals.reduce(
|
||||
(sum, d) => sum + decimalToBase(d.amount, d.currency, rateMap),
|
||||
0,
|
||||
);
|
||||
const openPipelineAmount = openDeals.reduce(
|
||||
(sum, d) => sum + decimalToBase(d.amount, d.currency, rateMap),
|
||||
0,
|
||||
);
|
||||
const forecastAmount = wonAmount + openPipelineAmount * OPEN_WEIGHT;
|
||||
const progressPercent =
|
||||
targetAmount > 0
|
||||
? Math.round((wonAmount / targetAmount) * 1000) / 10
|
||||
: null;
|
||||
|
||||
return {
|
||||
periodStart: start.toISOString(),
|
||||
periodEnd: end.toISOString(),
|
||||
currency: rateMap.baseCurrency,
|
||||
targetAmount,
|
||||
wonAmount,
|
||||
openPipelineAmount,
|
||||
forecastAmount,
|
||||
progressPercent,
|
||||
openDealsCount: openDeals.length,
|
||||
wonDealsCount: wonDeals.length,
|
||||
goals: goals.map((g) => this.toGoalDto(g)),
|
||||
};
|
||||
}
|
||||
|
||||
private goalVisibility(
|
||||
actor: Actor,
|
||||
filterUserId?: string,
|
||||
): Prisma.SalesGoalWhereInput {
|
||||
if (elevated(actor.role)) {
|
||||
if (filterUserId === 'org') return { userId: null };
|
||||
if (filterUserId) return { userId: filterUserId };
|
||||
return {};
|
||||
}
|
||||
return {
|
||||
OR: [{ userId: actor.userId }, { userId: null }],
|
||||
};
|
||||
}
|
||||
|
||||
private async resolveGoalUserId(
|
||||
actor: Actor,
|
||||
requested?: string | null,
|
||||
): Promise<string | null> {
|
||||
if (!elevated(actor.role)) {
|
||||
return actor.userId;
|
||||
}
|
||||
if (requested === undefined) return null;
|
||||
if (requested == null || requested === '' || requested === 'org') {
|
||||
return null;
|
||||
}
|
||||
const user = await this.prisma.user.findFirst({
|
||||
where: { id: requested, organizationId: actor.organizationId },
|
||||
select: { id: true },
|
||||
});
|
||||
if (!user) throw new BadRequestException('کاربر هدف معتبر نیست');
|
||||
return user.id;
|
||||
}
|
||||
|
||||
private toGoalDto(row: GoalRow): SalesGoalDto {
|
||||
return {
|
||||
id: row.id,
|
||||
title: row.title,
|
||||
periodStart: row.periodStart.toISOString(),
|
||||
periodEnd: row.periodEnd.toISOString(),
|
||||
targetAmount: Number(row.targetAmount),
|
||||
currency: row.currency,
|
||||
notes: row.notes,
|
||||
user: row.user,
|
||||
createdAt: row.createdAt.toISOString(),
|
||||
updatedAt: row.updatedAt.toISOString(),
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
function resolvePeriod(from?: string, to?: string): { start: Date; end: Date } {
|
||||
if (from || to) {
|
||||
const start = from
|
||||
? parseDate(from, 'از تاریخ')
|
||||
: startOfMonth(new Date());
|
||||
const end = to ? endOfDay(parseDate(to, 'تا تاریخ')) : endOfMonth(start);
|
||||
return { start, end };
|
||||
}
|
||||
const now = new Date();
|
||||
return { start: startOfMonth(now), end: endOfMonth(now) };
|
||||
}
|
||||
|
||||
function parseDate(value: string, label: string): Date {
|
||||
const d = new Date(value);
|
||||
if (Number.isNaN(d.getTime())) {
|
||||
throw new BadRequestException(`${label} معتبر نیست`);
|
||||
}
|
||||
return d;
|
||||
}
|
||||
|
||||
function startOfMonth(d: Date): Date {
|
||||
return new Date(Date.UTC(d.getUTCFullYear(), d.getUTCMonth(), 1, 0, 0, 0, 0));
|
||||
}
|
||||
|
||||
function endOfMonth(d: Date): Date {
|
||||
return new Date(
|
||||
Date.UTC(d.getUTCFullYear(), d.getUTCMonth() + 1, 0, 23, 59, 59, 999),
|
||||
);
|
||||
}
|
||||
|
||||
function endOfDay(d: Date): Date {
|
||||
const x = new Date(d);
|
||||
x.setUTCHours(23, 59, 59, 999);
|
||||
return x;
|
||||
}
|
||||
|
||||
function emptyToNull(value?: string | null): string | null {
|
||||
if (value == null) return null;
|
||||
const trimmed = value.trim();
|
||||
return trimmed.length ? trimmed : null;
|
||||
}
|
||||
Reference in New Issue
Block a user