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import type { Dal } from "../../dal";
type DateRange = {
from: number; // epoch seconds
to: number; // epoch seconds
};
export class CrmAnalyticsService {
constructor(private dal: Dal) {}
async getDashboard(proId: string, period: string) {
const dateRange = this.parsePeriod(period);
const [pipeline, sources, financial, followup, lossReasons] =
await Promise.all([
this.getPipelineOverview(proId, dateRange),
this.getSourcePerformance(proId, dateRange),
this.getFinancialSummary(proId, dateRange),
this.getFollowupHealth(proId),
this.getLossReasonBreakdown(proId, dateRange),
]);
return { pipeline, sources, financial, followup, lossReasons, period };
}
private async getPipelineOverview(proId: string, dateRange: DateRange) {
const stages = await this.dal.pipelineStages.findByProId(proId);
const [stageCountsRaw, wonLost, newLeadsCount] = await Promise.all([
// #427: scope by dateRange so Active Leads / Pipeline Value /
// Pipeline Overview bars react to the period filter. Pre-fix this
// call had no dateRange, which is why those widgets stayed frozen
// while only Source Performance reacted.
this.dal.crmAnalytics.getStageCountsForPro(proId, dateRange),
this.dal.crmAnalytics.getWonLostInPeriod(proId, dateRange),
this.dal.crmAnalytics.getNewLeadsInPeriod(proId, dateRange),
]);
const countMap = new Map(
stageCountsRaw.map((r) => [
r.stageId,
{ count: r.count, value: r.totalQuoteValue },
]),
);
const wonData = wonLost.find((r) => r.stageType === "system_terminal_won");
const lostData = wonLost.find(
(r) => r.stageType === "system_terminal_lost",
);
const totalActive = stageCountsRaw.reduce((sum, r) => sum + r.count, 0);
const totalPipelineValue = stageCountsRaw.reduce(
(sum, r) => sum + r.totalQuoteValue,
0,
);
return {
stages: stages.map((stage) => ({
id: stage.id,
name: stage.name,
stageType: stage.stageType,
position: stage.position,
leadCount: countMap.get(stage.id)?.count ?? 0,
totalValue: countMap.get(stage.id)?.value ?? 0,
})),
totalActive,
totalPipelineValue,
newLeadsInPeriod: newLeadsCount,
wonInPeriod: wonData?.count ?? 0,
wonValueInPeriod: wonData?.totalOrderValue ?? 0,
lostInPeriod: lostData?.count ?? 0,
avgDealSize:
wonData && wonData.count > 0
? Math.round(wonData.totalOrderValue / wonData.count)
: 0,
};
}
private async getSourcePerformance(proId: string, dateRange: DateRange) {
const [sources, sourceStats] = await Promise.all([
this.dal.leadSources.findByProId(proId),
this.dal.crmAnalytics.getSourceStatsInPeriod(proId, dateRange),
]);
const statsMap = new Map(sourceStats.map((r) => [r.sourceId, r]));
return sources.map((source) => {
const stats = statsMap.get(source.id);
const total = stats?.total ?? 0;
const wonCount = stats?.wonCount ?? 0;
return {
id: source.id,
name: source.name,
isSystem: source.isSystem,
totalLeads: total,
wonCount,
conversionRate: total > 0 ? Math.round((wonCount / total) * 100) : 0,
totalValue: stats?.totalValue ?? 0,
};
});
}
private async getFinancialSummary(proId: string, dateRange: DateRange) {
const [won, pipelineValue] = await Promise.all([
this.dal.crmAnalytics.getWonFinancialsInPeriod(proId, dateRange),
// #427: same fix — Financial Summary's Active Pipeline tile must
// reflect the period filter.
this.dal.crmAnalytics.getActivePipelineValue(proId, dateRange),
]);
const quoteToOrderRatio =
won.totalQuoteValue > 0
? Math.round((won.totalOrderValue / won.totalQuoteValue) * 100)
: 0;
return {
wonDealCount: won.count,
wonTotalValue: won.totalOrderValue,
avgDealSize:
won.count > 0 ? Math.round(won.totalOrderValue / won.count) : 0,
quoteToOrderRatio,
activePipelineValue: pipelineValue.totalQuoteValue,
activePipelineCount: pipelineValue.count,
};
}
private async getFollowupHealth(proId: string) {
const now = Math.floor(Date.now() / 1000);
const sevenDaysAgo = now - 7 * 24 * 60 * 60;
const fourteenDaysAgo = now - 14 * 24 * 60 * 60;
const [staleLeads, stuckLeads, overdueReminders, noNotesLeads] =
await Promise.all([
this.dal.crmAnalytics.getStaleLeadsCount(proId, sevenDaysAgo),
this.dal.crmAnalytics.getStuckLeadsCount(proId, fourteenDaysAgo),
this.dal.leadReminders.countOverdueByProId(proId),
this.dal.crmAnalytics.getNoNotesLeadsCount(proId),
]);
return {
staleLeads,
stuckLeads,
overdueReminders,
leadsWithNoNotes: noNotesLeads,
};
}
private async getLossReasonBreakdown(
proId: string,
dateRange: DateRange,
) {
const results = await this.dal.crmAnalytics.getLossReasonBreakdown(
proId,
dateRange,
);
return results.map((r) => ({
category: r.category ?? "unspecified",
count: r.count,
}));
}
private parsePeriod(period: string): DateRange {
const now = new Date();
const toEpoch = (d: Date) => Math.floor(d.getTime() / 1000);
let from: Date;
switch (period) {
case "this_week": {
const day = now.getDay();
from = new Date(now);
from.setDate(now.getDate() - day);
from.setHours(0, 0, 0, 0);
break;
}
case "this_month": {
from = new Date(now.getFullYear(), now.getMonth(), 1);
break;
}
case "last_month": {
from = new Date(now.getFullYear(), now.getMonth() - 1, 1);
const to = new Date(now.getFullYear(), now.getMonth(), 0, 23, 59, 59);
return { from: toEpoch(from), to: toEpoch(to) };
}
case "this_quarter": {
const quarter = Math.floor(now.getMonth() / 3);
from = new Date(now.getFullYear(), quarter * 3, 1);
break;
}
case "this_year": {
from = new Date(now.getFullYear(), 0, 1);
break;
}
case "all_time": {
// Unix epoch — effectively unbounded. The previous floor at
// 2020-01-01 silently excluded any pre-2020 leads from the
// "All Time" view once #542 plumbed dateRange through to
// getStageCountsForPro / getActivePipelineValue (resolving
// issue #427). No current data predates 2020, but a back-
// dated lead would have been invisible. Epoch is the obvious
// unbounded sentinel.
from = new Date(0);
break;
}
default: {
// Default to this month
from = new Date(now.getFullYear(), now.getMonth(), 1);
break;
}
}
return { from: toEpoch(from), to: toEpoch(now) };
}
}
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