@hed-hog/contact 0.0.295 → 0.0.297

package/dist/person/person.service.js

@@ -56,6 +56,14 @@ const CRM_DASHBOARD_SOURCE_ORDER = [
     'outbound',
     'other',
 ];
+const CRM_REPORT_ACTIVITY_ORDER = [
+    'call',
+    'email',
+    'meeting',
+    'whatsapp',
+    'task',
+    'note',
+];
 let PersonService = class PersonService {
     constructor(prismaService, paginationService, fileService, settingService) {
         this.prismaService = prismaService;
@@ -197,6 +205,235 @@ let PersonService = class PersonService {
             lists,
         };
     }
+    async getReports(query, locale) {
+        var _a, _b;
+        const allowCompanyRegistration = await this.isCompanyRegistrationAllowed();
+        const { start, end } = this.resolveReportsRange(query, locale);
+        const startIso = start.toISOString();
+        const endIso = end.toISOString();
+        const createdPeople = await this.prismaService.person.findMany({
+            where: Object.assign({ created_at: {
+                    gte: start,
+                    lte: end,
+                } }, (allowCompanyRegistration ? {} : { type: 'individual' })),
+            select: {
+                id: true,
+                name: true,
+                type: true,
+                status: true,
+                avatar_id: true,
+                created_at: true,
+                updated_at: true,
+                person_metadata: true,
+            },
+        });
+        const enrichedCreatedPeople = await this.enrichPeople(createdPeople, allowCompanyRegistration);
+        const visibilityFilter = allowCompanyRegistration
+            ? api_prisma_1.Prisma.empty
+            : api_prisma_1.Prisma.sql `AND p.type = 'individual'`;
+        const stageRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          sh.to_stage,
+          sh.from_stage,
+          sh.changed_at,
+          sh.changed_by_user_id
+        FROM crm_stage_history sh
+        INNER JOIN person p ON p.id = sh.person_id
+        WHERE 1 = 1
+        ${visibilityFilter}
+          AND sh.changed_at >= CAST(${startIso} AS TIMESTAMPTZ)
+          AND sh.changed_at <= CAST(${endIso} AS TIMESTAMPTZ)
+      `);
+        const activityRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          a.type,
+          a.source_kind,
+          a.created_at,
+          a.completed_at,
+          a.owner_user_id,
+          a.created_by_user_id,
+          a.completed_by_user_id
+        FROM crm_activity a
+        INNER JOIN person p ON p.id = a.person_id
+        WHERE 1 = 1
+        ${visibilityFilter}
+          AND (
+            (
+              a.created_at >= CAST(${startIso} AS TIMESTAMPTZ)
+              AND a.created_at <= CAST(${endIso} AS TIMESTAMPTZ)
+            )
+            OR (
+              a.source_kind = 'followup'
+              AND a.completed_at IS NOT NULL
+              AND a.completed_at >= CAST(${startIso} AS TIMESTAMPTZ)
+              AND a.completed_at <= CAST(${endIso} AS TIMESTAMPTZ)
+            )
+          )
+      `);
+        const summary = {
+            new_leads: enrichedCreatedPeople.length,
+            qualified_moves: 0,
+            customer_moves: 0,
+            lost_moves: 0,
+            interactions: 0,
+            followups_completed: 0,
+            conversion_rate: 0,
+        };
+        const sourceTotals = new Map(CRM_DASHBOARD_SOURCE_ORDER.map((key) => [key, 0]));
+        const currentStageTotals = new Map(CRM_DASHBOARD_STAGE_ORDER.map((key) => [key, 0]));
+        const activityTypeTotals = new Map(CRM_REPORT_ACTIVITY_ORDER.map((key) => [key, 0]));
+        const timelineByPeriod = new Map();
+        const ownersById = new Map();
+        for (const person of enrichedCreatedPeople) {
+            const source = ((_a = person.source) !== null && _a !== void 0 ? _a : 'other');
+            const lifecycleStage = ((_b = person.lifecycle_stage) !== null && _b !== void 0 ? _b : 'new');
+            sourceTotals.set(source, (sourceTotals.get(source) || 0) + 1);
+            currentStageTotals.set(lifecycleStage, (currentStageTotals.get(lifecycleStage) || 0) + 1);
+            const period = this.getReportPeriodKey(person.created_at, query.group_by);
+            if (!period) {
+                continue;
+            }
+            const bucket = this.getOrCreateReportTimelineBucket(timelineByPeriod, period);
+            bucket.new_leads += 1;
+        }
+        for (const row of stageRows) {
+            if (row.from_stage === row.to_stage) {
+                continue;
+            }
+            const period = this.getReportPeriodKey(row.changed_at, query.group_by);
+            if (!period) {
+                continue;
+            }
+            const bucket = this.getOrCreateReportTimelineBucket(timelineByPeriod, period);
+            const ownerUserId = this.coerceNumber(row.changed_by_user_id);
+            if (row.to_stage === 'qualified') {
+                summary.qualified_moves += 1;
+                bucket.qualified_moves += 1;
+            }
+            if (row.to_stage === 'customer') {
+                summary.customer_moves += 1;
+                bucket.customer_moves += 1;
+                if (ownerUserId > 0) {
+                    const current = ownersById.get(ownerUserId) ||
+                        {
+                            owner_user_id: ownerUserId,
+                            owner_name: `#${ownerUserId}`,
+                            interactions: 0,
+                            followups_completed: 0,
+                            customer_moves: 0,
+                        };
+                    current.customer_moves += 1;
+                    ownersById.set(ownerUserId, current);
+                }
+            }
+            if (row.to_stage === 'lost') {
+                summary.lost_moves += 1;
+                bucket.lost_moves += 1;
+            }
+        }
+        for (const row of activityRows) {
+            const createdInRange = this.isDateWithinRange(row.created_at, { start, end });
+            const completedInRange = row.completed_at != null && this.isDateWithinRange(row.completed_at, { start, end });
+            if (createdInRange && CRM_REPORT_ACTIVITY_ORDER.includes(row.type)) {
+                const type = row.type;
+                activityTypeTotals.set(type, (activityTypeTotals.get(type) || 0) + 1);
+            }
+            if (createdInRange && row.source_kind === 'interaction') {
+                summary.interactions += 1;
+                const period = this.getReportPeriodKey(row.created_at, query.group_by);
+                if (period) {
+                    const bucket = this.getOrCreateReportTimelineBucket(timelineByPeriod, period);
+                    bucket.interactions += 1;
+                }
+                const ownerUserId = this.coerceNumber(row.owner_user_id) ||
+                    this.coerceNumber(row.completed_by_user_id) ||
+                    this.coerceNumber(row.created_by_user_id);
+                if (ownerUserId > 0) {
+                    const current = ownersById.get(ownerUserId) ||
+                        {
+                            owner_user_id: ownerUserId,
+                            owner_name: `#${ownerUserId}`,
+                            interactions: 0,
+                            followups_completed: 0,
+                            customer_moves: 0,
+                        };
+                    current.interactions += 1;
+                    ownersById.set(ownerUserId, current);
+                }
+            }
+            if (completedInRange && row.source_kind === 'followup') {
+                summary.followups_completed += 1;
+                const period = this.getReportPeriodKey(row.completed_at, query.group_by);
+                if (period) {
+                    const bucket = this.getOrCreateReportTimelineBucket(timelineByPeriod, period);
+                    bucket.followups_completed += 1;
+                }
+                const ownerUserId = this.coerceNumber(row.completed_by_user_id) ||
+                    this.coerceNumber(row.owner_user_id) ||
+                    this.coerceNumber(row.created_by_user_id);
+                if (ownerUserId > 0) {
+                    const current = ownersById.get(ownerUserId) ||
+                        {
+                            owner_user_id: ownerUserId,
+                            owner_name: `#${ownerUserId}`,
+                            interactions: 0,
+                            followups_completed: 0,
+                            customer_moves: 0,
+                        };
+                    current.followups_completed += 1;
+                    ownersById.set(ownerUserId, current);
+                }
+            }
+        }
+        summary.conversion_rate =
+            summary.new_leads > 0 ? summary.customer_moves / summary.new_leads : 0;
+        const ownerIds = Array.from(ownersById.keys());
+        if (ownerIds.length > 0) {
+            const owners = await this.prismaService.user.findMany({
+                where: {
+                    id: {
+                        in: ownerIds,
+                    },
+                },
+                select: {
+                    id: true,
+                    name: true,
+                },
+            });
+            for (const owner of owners) {
+                const current = ownersById.get(owner.id);
+                if (current) {
+                    current.owner_name = owner.name || `#${owner.id}`;
+                }
+            }
+        }
+        const timeline = Array.from(timelineByPeriod.keys())
+            .sort((left, right) => left.localeCompare(right))
+            .map((period) => {
+            const bucket = timelineByPeriod.get(period);
+            return Object.assign(Object.assign({}, bucket), { conversion_rate: bucket.new_leads > 0 ? bucket.customer_moves / bucket.new_leads : 0 });
+        });
+        return {
+            summary,
+            timeline,
+            breakdowns: {
+                source: CRM_DASHBOARD_SOURCE_ORDER.map((key) => ({
+                    key,
+                    total: sourceTotals.get(key) || 0,
+                })),
+                current_stage: CRM_DASHBOARD_STAGE_ORDER.map((key) => ({
+                    key,
+                    total: currentStageTotals.get(key) || 0,
+                })),
+                activity_type: CRM_REPORT_ACTIVITY_ORDER.map((key) => ({
+                    key,
+                    total: activityTypeTotals.get(key) || 0,
+                })),
+            },
+            owners: Array.from(ownersById.values()).sort((left, right) => left.owner_name.localeCompare(right.owner_name)),
+            table: timeline,
+        };
+    }
     async getOwnerOptions(currentUserId) {
         const where = {
             OR: [
@@ -281,13 +518,13 @@ let PersonService = class PersonService {
             const excludedPersonFilter = excludedPersonId > 0
                 ? api_prisma_1.Prisma.sql ` AND c.person_id <> ${excludedPersonId}`
                 : api_prisma_1.Prisma.empty;
-            const phoneRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-          SELECT DISTINCT c.person_id
-          FROM contact c
-          JOIN contact_type ct ON ct.id = c.contact_type_id
-          WHERE UPPER(ct.code) IN ('PHONE', 'MOBILE', 'WHATSAPP')
-            AND regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') = ${normalizedPhone}
-            ${excludedPersonFilter}
+            const phoneRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+          SELECT DISTINCT c.person_id
+          FROM contact c
+          JOIN contact_type ct ON ct.id = c.contact_type_id
+          WHERE UPPER(ct.code) IN ('PHONE', 'MOBILE', 'WHATSAPP')
+            AND regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') = ${normalizedPhone}
+            ${excludedPersonFilter}
         `);
             for (const row of phoneRows) {
                 this.addDuplicateReason(reasonsByPersonId, row.person_id, 'phone');
@@ -300,12 +537,12 @@ let PersonService = class PersonService {
             const documentTypeFilter = documentTypeId > 0
                 ? api_prisma_1.Prisma.sql ` AND d.document_type_id = ${documentTypeId}`
                 : api_prisma_1.Prisma.empty;
-            const documentRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-          SELECT DISTINCT d.person_id
-          FROM document d
-          WHERE regexp_replace(COALESCE(d.value, ''), '[^0-9]+', '', 'g') = ${normalizedDocument}
-            ${excludedPersonFilter}
-            ${documentTypeFilter}
+            const documentRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+          SELECT DISTINCT d.person_id
+          FROM document d
+          WHERE regexp_replace(COALESCE(d.value, ''), '[^0-9]+', '', 'g') = ${normalizedDocument}
+            ${excludedPersonFilter}
+            ${documentTypeFilter}
         `);
             for (const row of documentRows) {
                 this.addDuplicateReason(reasonsByPersonId, row.person_id, 'document');
@@ -480,26 +717,26 @@ let PersonService = class PersonService {
             lifecycleStage: paginationParams.lifecycle_stage,
         });
         const orderBy = this.getAccountOrderBySql(paginationParams.sortField, paginationParams.sortOrder);
-        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT COUNT(*) AS total
-        FROM person p
-        INNER JOIN person_company pc ON pc.id = p.id
-        WHERE p.type = 'company'
-        ${filters}
+        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT COUNT(*) AS total
+        FROM person p
+        INNER JOIN person_company pc ON pc.id = p.id
+        WHERE p.type = 'company'
+        ${filters}
       `);
         const total = this.coerceCount((_a = totalRows[0]) === null || _a === void 0 ? void 0 : _a.total);
         if (total === 0) {
             return this.createEmptyAccountPagination(page, pageSize);
         }
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT p.id AS person_id
-        FROM person p
-        INNER JOIN person_company pc ON pc.id = p.id
-        WHERE p.type = 'company'
-        ${filters}
-        ORDER BY ${orderBy}, p.id ASC
-        LIMIT ${pageSize}
-        OFFSET ${skip}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT p.id AS person_id
+        FROM person p
+        INNER JOIN person_company pc ON pc.id = p.id
+        WHERE p.type = 'company'
+        ${filters}
+        ORDER BY ${orderBy}, p.id ASC
+        LIMIT ${pageSize}
+        OFFSET ${skip}
       `);
         const personIds = rows.map((row) => row.person_id).filter((id) => id > 0);
         if (personIds.length === 0) {
@@ -547,15 +784,15 @@ let PersonService = class PersonService {
                 prospects: 0,
             };
         }
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT
-          COUNT(*) AS total,
-          COUNT(*) FILTER (WHERE p.status = 'active') AS active,
-          COUNT(*) FILTER (WHERE pc.account_lifecycle_stage = 'customer') AS customers,
-          COUNT(*) FILTER (WHERE pc.account_lifecycle_stage = 'prospect') AS prospects
-        FROM person p
-        INNER JOIN person_company pc ON pc.id = p.id
-        WHERE p.type = 'company'
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          COUNT(*) AS total,
+          COUNT(*) FILTER (WHERE p.status = 'active') AS active,
+          COUNT(*) FILTER (WHERE pc.account_lifecycle_stage = 'customer') AS customers,
+          COUNT(*) FILTER (WHERE pc.account_lifecycle_stage = 'prospect') AS prospects
+        FROM person p
+        INNER JOIN person_company pc ON pc.id = p.id
+        WHERE p.type = 'company'
       `);
         return {
             total: this.coerceCount((_a = rows[0]) === null || _a === void 0 ? void 0 : _a.total),
@@ -665,44 +902,44 @@ let PersonService = class PersonService {
             type: paginationParams.type,
             priority: paginationParams.priority,
         });
-        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT COUNT(*) AS total
-        FROM crm_activity a
-        INNER JOIN person p ON p.id = a.person_id
-        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
-        WHERE 1 = 1
-        ${filters}
+        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT COUNT(*) AS total
+        FROM crm_activity a
+        INNER JOIN person p ON p.id = a.person_id
+        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
+        WHERE 1 = 1
+        ${filters}
       `);
         const total = this.coerceCount((_a = totalRows[0]) === null || _a === void 0 ? void 0 : _a.total);
         if (total === 0) {
             return this.createEmptyCrmActivityPagination(page, pageSize);
         }
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT
-          a.id,
-          a.person_id,
-          a.owner_user_id,
-          a.type,
-          a.subject,
-          a.notes,
-          a.due_at,
-          a.completed_at,
-          a.created_at,
-          a.priority,
-          p.name AS person_name,
-          p.type AS person_type,
-          p.status AS person_status,
-          pc.trade_name AS person_trade_name,
-          owner_user.name AS owner_user_name
-        FROM crm_activity a
-        INNER JOIN person p ON p.id = a.person_id
-        LEFT JOIN person_company pc ON pc.id = p.id
-        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
-        WHERE 1 = 1
-        ${filters}
-        ORDER BY a.due_at ASC, a.id ASC
-        LIMIT ${pageSize}
-        OFFSET ${skip}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          a.id,
+          a.person_id,
+          a.owner_user_id,
+          a.type,
+          a.subject,
+          a.notes,
+          a.due_at,
+          a.completed_at,
+          a.created_at,
+          a.priority,
+          p.name AS person_name,
+          p.type AS person_type,
+          p.status AS person_status,
+          pc.trade_name AS person_trade_name,
+          owner_user.name AS owner_user_name
+        FROM crm_activity a
+        INNER JOIN person p ON p.id = a.person_id
+        LEFT JOIN person_company pc ON pc.id = p.id
+        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
+        WHERE 1 = 1
+        ${filters}
+        ORDER BY a.due_at ASC, a.id ASC
+        LIMIT ${pageSize}
+        OFFSET ${skip}
       `);
         const data = rows.map((row) => this.mapCrmActivityListRow(row));
         const lastPage = Math.max(1, Math.ceil(total / pageSize));
@@ -722,24 +959,24 @@ let PersonService = class PersonService {
         const visibilityFilter = allowCompanyRegistration
             ? api_prisma_1.Prisma.empty
             : api_prisma_1.Prisma.sql `AND p.type = 'individual'`;
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT
-          COUNT(*) AS total,
-          COUNT(*) FILTER (
-            WHERE a.completed_at IS NULL
-              AND a.due_at >= NOW()
-          ) AS pending,
-          COUNT(*) FILTER (
-            WHERE a.completed_at IS NULL
-              AND a.due_at < NOW()
-          ) AS overdue,
-          COUNT(*) FILTER (
-            WHERE a.completed_at IS NOT NULL
-          ) AS completed
-        FROM crm_activity a
-        INNER JOIN person p ON p.id = a.person_id
-        WHERE 1 = 1
-        ${visibilityFilter}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          COUNT(*) AS total,
+          COUNT(*) FILTER (
+            WHERE a.completed_at IS NULL
+              AND a.due_at >= NOW()
+          ) AS pending,
+          COUNT(*) FILTER (
+            WHERE a.completed_at IS NULL
+              AND a.due_at < NOW()
+          ) AS overdue,
+          COUNT(*) FILTER (
+            WHERE a.completed_at IS NOT NULL
+          ) AS completed
+        FROM crm_activity a
+        INNER JOIN person p ON p.id = a.person_id
+        WHERE 1 = 1
+        ${visibilityFilter}
       `);
         return {
             total: this.coerceCount((_a = rows[0]) === null || _a === void 0 ? void 0 : _a.total),
@@ -753,37 +990,37 @@ let PersonService = class PersonService {
         const visibilityFilter = allowCompanyRegistration
             ? api_prisma_1.Prisma.empty
             : api_prisma_1.Prisma.sql `AND p.type = 'individual'`;
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT
-          a.id,
-          a.person_id,
-          a.owner_user_id,
-          a.created_by_user_id,
-          a.completed_by_user_id,
-          a.type,
-          a.subject,
-          a.notes,
-          a.due_at,
-          a.completed_at,
-          a.created_at,
-          a.priority,
-          a.source_kind,
-          p.name AS person_name,
-          p.type AS person_type,
-          p.status AS person_status,
-          pc.trade_name AS person_trade_name,
-          owner_user.name AS owner_user_name,
-          created_by_user.name AS created_by_user_name,
-          completed_by_user.name AS completed_by_user_name
-        FROM crm_activity a
-        INNER JOIN person p ON p.id = a.person_id
-        LEFT JOIN person_company pc ON pc.id = p.id
-        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
-        LEFT JOIN "user" created_by_user ON created_by_user.id = a.created_by_user_id
-        LEFT JOIN "user" completed_by_user ON completed_by_user.id = a.completed_by_user_id
-        WHERE a.id = ${id}
-        ${visibilityFilter}
-        LIMIT 1
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          a.id,
+          a.person_id,
+          a.owner_user_id,
+          a.created_by_user_id,
+          a.completed_by_user_id,
+          a.type,
+          a.subject,
+          a.notes,
+          a.due_at,
+          a.completed_at,
+          a.created_at,
+          a.priority,
+          a.source_kind,
+          p.name AS person_name,
+          p.type AS person_type,
+          p.status AS person_status,
+          pc.trade_name AS person_trade_name,
+          owner_user.name AS owner_user_name,
+          created_by_user.name AS created_by_user_name,
+          completed_by_user.name AS completed_by_user_name
+        FROM crm_activity a
+        INNER JOIN person p ON p.id = a.person_id
+        LEFT JOIN person_company pc ON pc.id = p.id
+        LEFT JOIN "user" owner_user ON owner_user.id = a.owner_user_id
+        LEFT JOIN "user" created_by_user ON created_by_user.id = a.created_by_user_id
+        LEFT JOIN "user" completed_by_user ON completed_by_user.id = a.completed_by_user_id
+        WHERE a.id = ${id}
+        ${visibilityFilter}
+        LIMIT 1
       `);
         const row = rows[0];
         if (!row) {
@@ -798,17 +1035,17 @@ let PersonService = class PersonService {
             ? api_prisma_1.Prisma.empty
             : api_prisma_1.Prisma.sql `AND p.type = 'individual'`;
         return this.prismaService.$transaction(async (tx) => {
-            const rows = (await tx.$queryRaw(api_prisma_1.Prisma.sql `
-          SELECT
-            a.id,
-            a.person_id,
-            a.completed_at,
-            a.source_kind
-          FROM crm_activity a
-          INNER JOIN person p ON p.id = a.person_id
-          WHERE a.id = ${id}
-          ${visibilityFilter}
-          LIMIT 1
+            const rows = (await tx.$queryRaw(api_prisma_1.Prisma.sql `
+          SELECT
+            a.id,
+            a.person_id,
+            a.completed_at,
+            a.source_kind
+          FROM crm_activity a
+          INNER JOIN person p ON p.id = a.person_id
+          WHERE a.id = ${id}
+          ${visibilityFilter}
+          LIMIT 1
         `));
             const activity = rows[0];
             if (!activity) {
@@ -821,13 +1058,13 @@ let PersonService = class PersonService {
                 };
             }
             const completedAt = new Date();
-            await tx.$executeRaw(api_prisma_1.Prisma.sql `
-          UPDATE crm_activity
-          SET
-            completed_at = CAST(${completedAt.toISOString()} AS TIMESTAMPTZ),
-            completed_by_user_id = ${actorUserId},
-            updated_at = NOW()
-          WHERE id = ${id}
+            await tx.$executeRaw(api_prisma_1.Prisma.sql `
+          UPDATE crm_activity
+          SET
+            completed_at = CAST(${completedAt.toISOString()} AS TIMESTAMPTZ),
+            completed_by_user_id = ${actorUserId},
+            updated_at = NOW()
+          WHERE id = ${id}
         `);
             if (activity.source_kind === 'followup') {
                 await this.upsertMetadataValue(tx, activity.person_id, NEXT_ACTION_AT_METADATA_KEY, null);
@@ -856,30 +1093,30 @@ let PersonService = class PersonService {
             dateTo: paginationParams.date_to,
         });
         const followupTimestampSql = this.getFollowupTimestampSql();
-        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT COUNT(*) AS total
-        FROM person p
-        INNER JOIN person_metadata pm_next
-          ON pm_next.person_id = p.id
-         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
-        WHERE 1 = 1
-        ${filters}
+        const totalRows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT COUNT(*) AS total
+        FROM person p
+        INNER JOIN person_metadata pm_next
+          ON pm_next.person_id = p.id
+         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
+        WHERE 1 = 1
+        ${filters}
       `);
         const total = this.coerceCount((_a = totalRows[0]) === null || _a === void 0 ? void 0 : _a.total);
         if (total === 0) {
             return this.createEmptyFollowupPagination(page, pageSize);
         }
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT p.id AS person_id
-        FROM person p
-        INNER JOIN person_metadata pm_next
-          ON pm_next.person_id = p.id
-         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
-        WHERE 1 = 1
-        ${filters}
-        ORDER BY ${followupTimestampSql} ASC, p.id ASC
-        LIMIT ${pageSize}
-        OFFSET ${skip}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT p.id AS person_id
+        FROM person p
+        INNER JOIN person_metadata pm_next
+          ON pm_next.person_id = p.id
+         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
+        WHERE 1 = 1
+        ${filters}
+        ORDER BY ${followupTimestampSql} ASC, p.id ASC
+        LIMIT ${pageSize}
+        OFFSET ${skip}
       `);
         const personIds = rows.map((row) => row.person_id).filter((id) => id > 0);
         const people = personIds.length > 0
@@ -948,25 +1185,25 @@ let PersonService = class PersonService {
         });
         const followupTimestampSql = this.getFollowupTimestampSql();
         const { todayStartIso, tomorrowStartIso } = this.getFollowupDayBoundaryIsoStrings();
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT
-          COUNT(*) AS total,
-          COUNT(*) FILTER (
-            WHERE ${followupTimestampSql} >= CAST(${todayStartIso} AS TIMESTAMPTZ)
-              AND ${followupTimestampSql} < CAST(${tomorrowStartIso} AS TIMESTAMPTZ)
-          ) AS today,
-          COUNT(*) FILTER (
-            WHERE ${followupTimestampSql} < CAST(${todayStartIso} AS TIMESTAMPTZ)
-          ) AS overdue,
-          COUNT(*) FILTER (
-            WHERE ${followupTimestampSql} >= CAST(${tomorrowStartIso} AS TIMESTAMPTZ)
-          ) AS upcoming
-        FROM person p
-        INNER JOIN person_metadata pm_next
-          ON pm_next.person_id = p.id
-         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
-        WHERE 1 = 1
-        ${filters}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT
+          COUNT(*) AS total,
+          COUNT(*) FILTER (
+            WHERE ${followupTimestampSql} >= CAST(${todayStartIso} AS TIMESTAMPTZ)
+              AND ${followupTimestampSql} < CAST(${tomorrowStartIso} AS TIMESTAMPTZ)
+          ) AS today,
+          COUNT(*) FILTER (
+            WHERE ${followupTimestampSql} < CAST(${todayStartIso} AS TIMESTAMPTZ)
+          ) AS overdue,
+          COUNT(*) FILTER (
+            WHERE ${followupTimestampSql} >= CAST(${tomorrowStartIso} AS TIMESTAMPTZ)
+          ) AS upcoming
+        FROM person p
+        INNER JOIN person_metadata pm_next
+          ON pm_next.person_id = p.id
+         AND pm_next.key = ${NEXT_ACTION_AT_METADATA_KEY}
+        WHERE 1 = 1
+        ${filters}
       `);
         return {
             total: this.coerceCount((_a = rows[0]) === null || _a === void 0 ? void 0 : _a.total),
@@ -1069,10 +1306,21 @@ let PersonService = class PersonService {
             next_action_at: normalizedNextActionAt,
         };
     }
-    async updateLifecycleStage(id, data, locale) {
+    async updateLifecycleStage(id, data, locale, user) {
         const person = await this.ensurePersonAccessible(id, locale);
+        const currentLifecycleStage = await this.getPersonLifecycleStage(person.id);
+        const nextLifecycleStage = this.normalizeTextOrNull(data.lifecycle_stage);
+        const actorUserId = this.coerceNumber(user === null || user === void 0 ? void 0 : user.id) || null;
         await this.prismaService.$transaction(async (tx) => {
             await this.upsertMetadataValue(tx, person.id, LIFECYCLE_STAGE_METADATA_KEY, data.lifecycle_stage);
+            if (nextLifecycleStage && currentLifecycleStage !== nextLifecycleStage) {
+                await this.registerStageTransition(tx, {
+                    personId: person.id,
+                    fromStage: currentLifecycleStage,
+                    toStage: nextLifecycleStage,
+                    changedByUserId: actorUserId,
+                });
+            }
         });
         return {
             success: true,
@@ -1112,7 +1360,7 @@ let PersonService = class PersonService {
             return person;
         });
     }
-    async update(id, data, locale) {
+    async update(id, data, locale, user) {
         const allowCompanyRegistration = await this.isCompanyRegistrationAllowed();
         const person = await this.prismaService.person.findUnique({ where: { id } });
         if (!person) {
@@ -1126,6 +1374,8 @@ let PersonService = class PersonService {
             nextType: data.type,
             locale,
         });
+        const currentLifecycleStage = await this.getPersonLifecycleStage(id);
+        const nextLifecycleStage = this.normalizeTextOrNull(data.lifecycle_stage);
         const incomingContacts = Array.isArray(data.contacts) ? data.contacts : [];
         const incomingAddresses = Array.isArray(data.addresses) ? data.addresses : [];
         const incomingDocuments = Array.isArray(data.documents) ? data.documents : [];
@@ -1164,6 +1414,14 @@ let PersonService = class PersonService {
             await this.syncContacts(tx, id, incomingContacts);
             await this.syncAddresses(tx, id, incomingAddresses, locale);
             await this.syncDocuments(tx, id, incomingDocuments);
+            if (nextLifecycleStage && currentLifecycleStage !== nextLifecycleStage) {
+                await this.registerStageTransition(tx, {
+                    personId: id,
+                    fromStage: currentLifecycleStage,
+                    toStage: nextLifecycleStage,
+                    changedByUserId: this.coerceNumber(user === null || user === void 0 ? void 0 : user.id) || null,
+                });
+            }
             return { success: true };
         })
             .then(async (result) => {
@@ -1401,6 +1659,64 @@ let PersonService = class PersonService {
             },
         };
     }
+    resolveReportsRange(query, locale) {
+        const start = this.startOfDay(this.parseDateOrThrow(query.date_from, locale));
+        const end = this.endOfDay(this.parseDateOrThrow(query.date_to, locale));
+        if (start.getTime() > end.getTime()) {
+            throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('validation.dateMustBeString', locale, 'date_from must be less than or equal to date_to.'));
+        }
+        return { start, end };
+    }
+    getReportPeriodKey(dateValue, groupBy) {
+        const date = this.parseDateOrNull(dateValue);
+        if (!date) {
+            return null;
+        }
+        if (groupBy === 'day') {
+            return this.toDateKey(date);
+        }
+        if (groupBy === 'week') {
+            return this.toDateKey(this.startOfWeek(date));
+        }
+        if (groupBy === 'month') {
+            const year = date.getFullYear();
+            const month = String(date.getMonth() + 1).padStart(2, '0');
+            return `${year}-${month}`;
+        }
+        return String(date.getFullYear());
+    }
+    getOrCreateReportTimelineBucket(buckets, period) {
+        const existing = buckets.get(period);
+        if (existing) {
+            return existing;
+        }
+        const next = {
+            period,
+            label: period,
+            new_leads: 0,
+            qualified_moves: 0,
+            customer_moves: 0,
+            lost_moves: 0,
+            interactions: 0,
+            followups_completed: 0,
+            conversion_rate: 0,
+        };
+        buckets.set(period, next);
+        return next;
+    }
+    startOfWeek(value) {
+        const date = new Date(value);
+        date.setHours(0, 0, 0, 0);
+        const day = (date.getDay() + 6) % 7;
+        date.setDate(date.getDate() - day);
+        return date;
+    }
+    toDateKey(value) {
+        const year = value.getFullYear();
+        const month = String(value.getMonth() + 1).padStart(2, '0');
+        const day = String(value.getDate()).padStart(2, '0');
+        return `${year}-${month}-${day}`;
+    }
     buildDashboardOwnerPerformance(people) {
         var _a, _b;
         const byOwnerId = new Map();
@@ -1476,7 +1792,7 @@ let PersonService = class PersonService {
             return [];
         }
         const personIds = people.map((person) => person.id);
-        const [companies, individuals, companyBranches, employerMetadata] = await Promise.all([
+        const [companies, individuals, companyBranches, employerMetadataRaw] = await Promise.all([
             this.prismaService.person_company.findMany({
                 where: { id: { in: personIds } },
             }),
@@ -1496,8 +1812,9 @@ let PersonService = class PersonService {
                     person_id: true,
                     value: true,
                 },
-            }).then((metadata) => (allowCompanyRegistration ? metadata : [])),
+            }),
         ]);
+        const employerMetadata = allowCompanyRegistration ? employerMetadataRaw : [];
         const companyById = new Map(companies.map((item) => [item.id, item]));
         const individualById = new Map(individuals.map((item) => [item.id, item]));
         const branchesByHeadquarterId = new Map();
@@ -1722,6 +2039,47 @@ let PersonService = class PersonService {
         })
             .filter((item) => item != null));
     }
+    async getPersonLifecycleStage(personId) {
+        var _a;
+        const metadata = await this.prismaService.person_metadata.findFirst({
+            where: {
+                person_id: personId,
+                key: LIFECYCLE_STAGE_METADATA_KEY,
+            },
+            select: {
+                value: true,
+            },
+        });
+        return (_a = this.metadataToString(metadata === null || metadata === void 0 ? void 0 : metadata.value)) !== null && _a !== void 0 ? _a : 'new';
+    }
+    async registerStageTransition(tx, { personId, fromStage, toStage, changedByUserId, }) {
+        if (fromStage === toStage) {
+            return;
+        }
+        const fromStageSql = fromStage
+            ? api_prisma_1.Prisma.sql `CAST(${fromStage} AS crm_stage_history_from_stage_enum)`
+            : api_prisma_1.Prisma.sql `NULL`;
+        await tx.$executeRaw(api_prisma_1.Prisma.sql `
+        INSERT INTO crm_stage_history (
+          person_id,
+          from_stage,
+          to_stage,
+          changed_by_user_id,
+          changed_at,
+          created_at,
+          updated_at
+        )
+        VALUES (
+          ${personId},
+          ${fromStageSql},
+          CAST(${toStage} AS crm_stage_history_to_stage_enum),
+          ${changedByUserId},
+          NOW(),
+          NOW(),
+          NOW()
+        )
+      `);
+    }
     async syncPersonSubtypeData(tx, personId, currentType, data, locale) {
         var _a, _b, _c;
         const targetType = (_a = data.type) !== null && _a !== void 0 ? _a : currentType;
@@ -2365,94 +2723,94 @@ let PersonService = class PersonService {
         return ownerUserId && ownerUserId > 0 ? ownerUserId : null;
     }
     async upsertFollowupActivity(tx, { personId, ownerUserId, dueAt, notes, actorUserId, }) {
-        const existingRows = (await tx.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT id
-        FROM crm_activity
-        WHERE person_id = ${personId}
-          AND source_kind = 'followup'
-          AND completed_at IS NULL
-        ORDER BY id DESC
-        LIMIT 1
+        const existingRows = (await tx.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT id
+        FROM crm_activity
+        WHERE person_id = ${personId}
+          AND source_kind = 'followup'
+          AND completed_at IS NULL
+        ORDER BY id DESC
+        LIMIT 1
       `));
         const existing = existingRows[0];
         const normalizedNotes = this.normalizeTextOrNull(notes);
         if (existing) {
-            await tx.$executeRaw(api_prisma_1.Prisma.sql `
-          UPDATE crm_activity
-          SET
-            owner_user_id = ${ownerUserId},
-            type = CAST(${'task'} AS crm_activity_type_enum),
-            subject = ${this.getFollowupActivitySubject()},
-            notes = ${normalizedNotes},
-            due_at = CAST(${dueAt} AS TIMESTAMPTZ),
-            priority = CAST(${'medium'} AS crm_activity_priority_enum),
-            updated_at = NOW()
-          WHERE id = ${existing.id}
+            await tx.$executeRaw(api_prisma_1.Prisma.sql `
+          UPDATE crm_activity
+          SET
+            owner_user_id = ${ownerUserId},
+            type = CAST(${'task'} AS crm_activity_type_enum),
+            subject = ${this.getFollowupActivitySubject()},
+            notes = ${normalizedNotes},
+            due_at = CAST(${dueAt} AS TIMESTAMPTZ),
+            priority = CAST(${'medium'} AS crm_activity_priority_enum),
+            updated_at = NOW()
+          WHERE id = ${existing.id}
         `);
             return;
         }
-        await tx.$executeRaw(api_prisma_1.Prisma.sql `
-        INSERT INTO crm_activity (
-          person_id,
-          owner_user_id,
-          created_by_user_id,
-          type,
-          subject,
-          notes,
-          due_at,
-          priority,
-          source_kind,
-          created_at,
-          updated_at
-        )
-        VALUES (
-          ${personId},
-          ${ownerUserId},
-          ${actorUserId},
-          CAST(${'task'} AS crm_activity_type_enum),
-          ${this.getFollowupActivitySubject()},
-          ${normalizedNotes},
-          CAST(${dueAt} AS TIMESTAMPTZ),
-          CAST(${'medium'} AS crm_activity_priority_enum),
-          CAST(${'followup'} AS crm_activity_source_kind_enum),
-          NOW(),
-          NOW()
-        )
+        await tx.$executeRaw(api_prisma_1.Prisma.sql `
+        INSERT INTO crm_activity (
+          person_id,
+          owner_user_id,
+          created_by_user_id,
+          type,
+          subject,
+          notes,
+          due_at,
+          priority,
+          source_kind,
+          created_at,
+          updated_at
+        )
+        VALUES (
+          ${personId},
+          ${ownerUserId},
+          ${actorUserId},
+          CAST(${'task'} AS crm_activity_type_enum),
+          ${this.getFollowupActivitySubject()},
+          ${normalizedNotes},
+          CAST(${dueAt} AS TIMESTAMPTZ),
+          CAST(${'medium'} AS crm_activity_priority_enum),
+          CAST(${'followup'} AS crm_activity_source_kind_enum),
+          NOW(),
+          NOW()
+        )
       `);
     }
     async createCompletedInteractionActivity(tx, { personId, ownerUserId, interaction, actorUserId, }) {
         const completedAt = new Date(interaction.created_at);
-        await tx.$executeRaw(api_prisma_1.Prisma.sql `
-        INSERT INTO crm_activity (
-          person_id,
-          owner_user_id,
-          created_by_user_id,
-          completed_by_user_id,
-          type,
-          subject,
-          notes,
-          due_at,
-          completed_at,
-          priority,
-          source_kind,
-          created_at,
-          updated_at
-        )
-        VALUES (
-          ${personId},
-          ${ownerUserId},
-          ${actorUserId},
-          ${actorUserId},
-          CAST(${interaction.type} AS crm_activity_type_enum),
-          ${this.getInteractionActivitySubject(interaction.type)},
-          ${this.normalizeTextOrNull(interaction.notes)},
-          CAST(${interaction.created_at} AS TIMESTAMPTZ),
-          CAST(${interaction.created_at} AS TIMESTAMPTZ),
-          CAST(${'medium'} AS crm_activity_priority_enum),
-          CAST(${'interaction'} AS crm_activity_source_kind_enum),
-          CAST(${interaction.created_at} AS TIMESTAMPTZ),
-          NOW()
-        )
+        await tx.$executeRaw(api_prisma_1.Prisma.sql `
+        INSERT INTO crm_activity (
+          person_id,
+          owner_user_id,
+          created_by_user_id,
+          completed_by_user_id,
+          type,
+          subject,
+          notes,
+          due_at,
+          completed_at,
+          priority,
+          source_kind,
+          created_at,
+          updated_at
+        )
+        VALUES (
+          ${personId},
+          ${ownerUserId},
+          ${actorUserId},
+          ${actorUserId},
+          CAST(${interaction.type} AS crm_activity_type_enum),
+          ${this.getInteractionActivitySubject(interaction.type)},
+          ${this.normalizeTextOrNull(interaction.notes)},
+          CAST(${interaction.created_at} AS TIMESTAMPTZ),
+          CAST(${interaction.created_at} AS TIMESTAMPTZ),
+          CAST(${'medium'} AS crm_activity_priority_enum),
+          CAST(${'interaction'} AS crm_activity_source_kind_enum),
+          CAST(${interaction.created_at} AS TIMESTAMPTZ),
+          NOW()
+        )
       `);
     }
     getFollowupActivitySubject() {
@@ -2722,33 +3080,33 @@ let PersonService = class PersonService {
             const searchLike = `%${search}%`;
             const normalizedDigits = this.normalizeDigits(search);
             const digitsLike = `%${normalizedDigits}%`;
-            filters.push(api_prisma_1.Prisma.sql `
-          AND (
-            p.name ILIKE ${searchLike}
-            OR COALESCE(pc.trade_name, '') ILIKE ${searchLike}
-            OR COALESCE(pc.city, '') ILIKE ${searchLike}
-            OR COALESCE(pc.state, '') ILIKE ${searchLike}
-            OR EXISTS (
-              SELECT 1
-              FROM contact c
-              INNER JOIN contact_type ct ON ct.id = c.contact_type_id
-              WHERE c.person_id = p.id
-                AND UPPER(ct.code) = 'EMAIL'
-                AND c.value ILIKE ${searchLike}
-            )
+            filters.push(api_prisma_1.Prisma.sql `
+          AND (
+            p.name ILIKE ${searchLike}
+            OR COALESCE(pc.trade_name, '') ILIKE ${searchLike}
+            OR COALESCE(pc.city, '') ILIKE ${searchLike}
+            OR COALESCE(pc.state, '') ILIKE ${searchLike}
+            OR EXISTS (
+              SELECT 1
+              FROM contact c
+              INNER JOIN contact_type ct ON ct.id = c.contact_type_id
+              WHERE c.person_id = p.id
+                AND UPPER(ct.code) = 'EMAIL'
+                AND c.value ILIKE ${searchLike}
+            )
             ${normalizedDigits.length > 0
-                ? api_prisma_1.Prisma.sql `
-                    OR EXISTS (
-                      SELECT 1
-                      FROM contact c
-                      INNER JOIN contact_type ct ON ct.id = c.contact_type_id
-                      WHERE c.person_id = p.id
-                        AND UPPER(ct.code) IN ('PHONE', 'MOBILE', 'WHATSAPP')
-                        AND regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') ILIKE ${digitsLike}
-                    )
+                ? api_prisma_1.Prisma.sql `
+                    OR EXISTS (
+                      SELECT 1
+                      FROM contact c
+                      INNER JOIN contact_type ct ON ct.id = c.contact_type_id
+                      WHERE c.person_id = p.id
+                        AND UPPER(ct.code) IN ('PHONE', 'MOBILE', 'WHATSAPP')
+                        AND regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') ILIKE ${digitsLike}
+                    )
                   `
-                : api_prisma_1.Prisma.empty}
-          )
+                : api_prisma_1.Prisma.empty}
+          )
         `);
         }
         return filters.length > 0 ? api_prisma_1.Prisma.join(filters, '\n') : api_prisma_1.Prisma.empty;
@@ -2798,13 +3156,13 @@ let PersonService = class PersonService {
         }
         if (search) {
             const searchLike = `%${search}%`;
-            filters.push(api_prisma_1.Prisma.sql `
-          AND (
-            a.subject ILIKE ${searchLike}
-            OR COALESCE(a.notes, '') ILIKE ${searchLike}
-            OR p.name ILIKE ${searchLike}
-            OR COALESCE(owner_user.name, '') ILIKE ${searchLike}
-          )
+            filters.push(api_prisma_1.Prisma.sql `
+          AND (
+            a.subject ILIKE ${searchLike}
+            OR COALESCE(a.notes, '') ILIKE ${searchLike}
+            OR p.name ILIKE ${searchLike}
+            OR COALESCE(owner_user.name, '') ILIKE ${searchLike}
+          )
         `);
         }
         return filters.length > 0 ? api_prisma_1.Prisma.join(filters, '\n') : api_prisma_1.Prisma.empty;
@@ -2885,16 +3243,16 @@ let PersonService = class PersonService {
     }
     async findPersonIdsByNormalizedDigits(normalizedDigits) {
         const likeValue = `%${normalizedDigits}%`;
-        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
-        SELECT DISTINCT p.id
-        FROM person p
-        LEFT JOIN contact c ON c.person_id = p.id
-        LEFT JOIN document d ON d.person_id = p.id
-        LEFT JOIN person_address pa ON pa.person_id = p.id
-        LEFT JOIN address a ON a.id = pa.address_id
-        WHERE regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
-          OR regexp_replace(COALESCE(d.value, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
-          OR regexp_replace(COALESCE(a.postal_code, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
+        const rows = await this.prismaService.$queryRaw(api_prisma_1.Prisma.sql `
+        SELECT DISTINCT p.id
+        FROM person p
+        LEFT JOIN contact c ON c.person_id = p.id
+        LEFT JOIN document d ON d.person_id = p.id
+        LEFT JOIN person_address pa ON pa.person_id = p.id
+        LEFT JOIN address a ON a.id = pa.address_id
+        WHERE regexp_replace(COALESCE(c.value, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
+          OR regexp_replace(COALESCE(d.value, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
+          OR regexp_replace(COALESCE(a.postal_code, ''), '[^0-9]+', '', 'g') ILIKE ${likeValue}
       `);
         return rows.map((row) => row.id);
     }