@ketvietlab/ketsuite 0.1.24 → 0.1.29

package/dist/modules/crm/reporting.js

@@ -0,0 +1,241 @@
+import { addDecimals, multiplyDecimals } from '../account/money.js';
+export const LOST_REASON_CODES = ['budget', 'fit', 'competitor', 'no_need', 'other'];
+export const INTERACTION_CHANNELS = ['phone', 'email', 'chat', 'meeting', 'other'];
+export const INTERACTION_OUTCOMES = ['attempted', 'reached', 'unreachable'];
+const DAY = 86_400_000;
+const time = (value) => (value ? Date.parse(String(value)) : Number.NaN);
+const metadata = (row) => {
+    if (typeof row.metadata === 'string') {
+        try {
+            return JSON.parse(row.metadata);
+        }
+        catch {
+            return {};
+        }
+    }
+    return (row.metadata ?? {});
+};
+const rate = (numerator, denominator) => denominator ? (numerator / denominator) * 100 : null;
+const median = (values) => {
+    const sorted = [...values].sort((a, b) => a - b);
+    const middle = Math.floor(sorted.length / 2);
+    return sorted.length ? (sorted[middle] + sorted[Math.floor((sorted.length - 1) / 2)]) / 2 : null;
+};
+/** Nullable origin is deliberate: an old direct opportunity has no provable acquisition kind. */
+export const acquisitionKind = (row, events = []) => {
+    if (row.originKind === 'lead' || row.originKind === 'opportunity')
+        return row.originKind;
+    if (row.kind === 'lead' || row.convertedAt || events.some((event) => event.eventType === 'converted'))
+        return 'lead';
+    return null;
+};
+/** Pure projection; callers must supply only company-scoped, record-authorized rows. */
+export function salesReport(input) {
+    const { start, end, asOf, timezone } = input;
+    const cutoff = time(asOf);
+    const endTime = Math.min(time(end), cutoff);
+    const inPeriod = (value) => time(value) >= time(start) && time(value) < endTime;
+    const localDate = (value) => new Intl.DateTimeFormat('en-CA', {
+        timeZone: timezone,
+        year: 'numeric',
+        month: '2-digit',
+        day: '2-digit',
+    }).format(new Date(String(value)));
+    const today = localDate(asOf);
+    const cases = input.cases.filter((row) => ['lead', 'opportunity'].includes(String(row.kind)) && !row.mergedIntoId);
+    const details = new Map(input.sales.map((row) => [String(row.caseId), row]));
+    const events = new Map();
+    for (const event of input.timeline) {
+        if (time(event.occurredAt) > cutoff)
+            continue;
+        const id = String(event.caseId);
+        events.set(id, [...(events.get(id) ?? []), event]);
+    }
+    const amount = (rows) => rows.reduce((sum, row) => addDecimals(sum, String(details.get(String(row.id))?.expectedRevenue ?? '0')), '0');
+    const origin = (row) => acquisitionKind(row, events.get(String(row.id)));
+    const leads = cases.filter((row) => origin(row) === 'lead' && inPeriod(row.createdAt));
+    const reached = (row) => (events.get(String(row.id)) ?? []).filter((event) => event.eventType === 'interaction' &&
+        metadata(event).outcome === 'reached' &&
+        time(event.occurredAt) >= time(row.createdAt));
+    const convertedTime = (row) => {
+        const times = [
+            time(row.convertedAt),
+            ...(events.get(String(row.id)) ?? [])
+                .filter((event) => event.eventType === 'converted')
+                .map((event) => time(event.occurredAt)),
+        ].filter((value) => Number.isFinite(value) && value >= time(row.createdAt) && value <= cutoff);
+        return times.length ? Math.min(...times) : Number.NaN;
+    };
+    const windowMetric = (days, eventTime) => {
+        const eligible = leads.filter((row) => time(row.createdAt) + days * DAY <= cutoff);
+        const successes = eligible.filter((row) => eventTime(row) <= time(row.createdAt) + days * DAY).length;
+        return {
+            eligible: eligible.length,
+            pending: leads.length - eligible.length,
+            successes,
+            rate: rate(successes, eligible.length),
+        };
+    };
+    const firstContact = (row) => {
+        const times = reached(row).map((event) => time(event.occurredAt));
+        return times.length ? Math.min(...times) : Number.NaN;
+    };
+    const closed = cases.filter((row) => row.kind === 'opportunity' &&
+        ['won', 'lost'].includes(String(row.terminalState)) &&
+        inPeriod(row.closedAt));
+    const won = closed.filter((row) => row.terminalState === 'won');
+    const lost = closed.filter((row) => row.terminalState === 'lost');
+    const open = cases.filter((row) => row.active !== false && row.kind === 'opportunity' && row.terminalState === 'open');
+    const active = new Map(input.activities
+        .filter((row) => row.active !== false && !row.doneAt && !row.canceledAt)
+        .map((row) => [String(row.id), row]));
+    const scheduled = new Map();
+    for (const link of input.links) {
+        const activity = active.get(String(link.activityId));
+        if (activity)
+            scheduled.set(String(link.caseId), [...(scheduled.get(String(link.caseId)) ?? []), activity]);
+    }
+    const risks = open
+        .map((row) => {
+        const activities = scheduled.get(String(row.id)) ?? [];
+        const overdue = activities.filter((activity) => String(activity.dueDate) < today);
+        const contacts = reached(row);
+        const latest = contacts.length
+            ? Math.max(...contacts.map((event) => time(event.occurredAt)))
+            : time(row.createdAt);
+        const reasons = [
+            ...(!activities.length ? ['no_next_step'] : []),
+            ...(overdue.length ? ['overdue_activity'] : []),
+            ...(cutoff - latest > 14 * DAY ? ['no_recorded_contact_14d'] : []),
+        ];
+        return {
+            id: row.id,
+            reasons,
+            contactHistory: contacts.length ? 'recorded' : 'not_recorded',
+            overdueDays: overdue.length
+                ? Math.max(...overdue.map((activity) => Math.floor((Date.parse(today) - Date.parse(String(activity.dueDate))) / DAY)))
+                : 0,
+        };
+    })
+        .filter((row) => row.reasons.length);
+    const riskGroup = (reason) => {
+        const ids = new Set(risks.filter((row) => row.reasons.includes(reason)).map((row) => row.id));
+        return { count: ids.size, expectedRevenue: amount(open.filter((row) => ids.has(row.id))) };
+    };
+    const teams = new Map();
+    const teamRow = (row, closing) => {
+        const ownership = closing && !row.closedOwnershipRecordedAt ? 'unknown' : 'recorded';
+        const teamId = ownership === 'unknown' ? null : ((closing ? row.closedTeamId : row.teamId) ?? null);
+        const assigneeUserId = ownership === 'unknown' ? null : ((closing ? row.closedAssigneeUserId : row.assigneeUserId) ?? null);
+        const key = JSON.stringify([ownership, teamId, assigneeUserId]);
+        let group = teams.get(key);
+        if (!group) {
+            group = { teamId, assigneeUserId, ownership, openCount: 0, expectedRevenue: '0', won: 0, lost: 0 };
+            teams.set(key, group);
+        }
+        return group;
+    };
+    for (const row of open) {
+        const group = teamRow(row, false);
+        group.openCount++;
+        group.expectedRevenue = addDecimals(group.expectedRevenue, String(details.get(String(row.id))?.expectedRevenue ?? '0'));
+    }
+    for (const row of closed) {
+        const group = teamRow(row, true);
+        if (row.terminalState === 'won')
+            group.won++;
+        else
+            group.lost++;
+    }
+    const stages = new Map();
+    for (const row of open)
+        stages.set(String(row.stageId), [...(stages.get(String(row.stageId)) ?? []), row]);
+    const lostReasons = new Map();
+    for (const row of lost) {
+        const value = String(details.get(String(row.id))?.lostReasonCode ?? '');
+        const code = LOST_REASON_CODES.includes(value) ? value : 'not_recorded';
+        lostReasons.set(code, (lostReasons.get(code) ?? 0) + 1);
+    }
+    const trend = new Map();
+    // Empty months are explicit; no chart should silently connect missing buckets.
+    const firstMonth = localDate(start).slice(0, 7);
+    const lastMonth = localDate(new Date(Math.max(time(start), endTime - 1)).toISOString()).slice(0, 7);
+    for (let month = firstMonth; month <= lastMonth;) {
+        trend.set(month, { month, won: 0, lost: 0 });
+        const [year, number] = month.split('-').map(Number);
+        month = number === 12 ? `${year + 1}-01` : `${year}-${String(number + 1).padStart(2, '0')}`;
+    }
+    for (const row of closed) {
+        const bucket = trend.get(localDate(row.closedAt).slice(0, 7));
+        if (row.terminalState === 'won')
+            bucket.won++;
+        else
+            bucket.lost++;
+    }
+    const cycles = won
+        .map((row) => (time(row.closedAt) - time(row.createdAt)) / DAY)
+        .filter((days) => Number.isFinite(days) && days >= 0);
+    const cohortConverted = leads.filter((row) => Number.isFinite(convertedTime(row)));
+    const unknownOrigin = cases.filter((row) => inPeriod(row.createdAt) && !origin(row)).length;
+    return {
+        meta: {
+            start,
+            end,
+            effectiveEnd: new Date(endTime).toISOString(),
+            asOf,
+            timezone,
+            activityResolution: 'day',
+            pipelineBasis: 'current',
+            outcomeBasis: 'latest_case_outcome',
+            cohortBasis: 'lead_created_in_period',
+        },
+        period: {
+            newLeads: leads.length,
+            won: won.length,
+            lost: lost.length,
+            winRate: rate(won.length, closed.length),
+            medianSalesCycleDays: median(cycles),
+        },
+        cohort: {
+            leads: leads.length,
+            contacted: leads.filter((row) => Number.isFinite(firstContact(row))).length,
+            converted: cohortConverted.length,
+            won: cohortConverted.filter((row) => row.terminalState === 'won' && time(row.closedAt) <= cutoff)
+                .length,
+            contactedWithin24h: windowMetric(1, firstContact),
+            convertedWithin14d: windowMetric(14, convertedTime),
+        },
+        pipeline: {
+            count: open.length,
+            expectedRevenue: amount(open),
+            weightedRevenue: open.reduce((sum, row) => {
+                const detail = details.get(String(row.id));
+                return addDecimals(sum, multiplyDecimals(String(detail?.expectedRevenue ?? '0'), String(detail?.probability ?? '0'), '0.01'));
+            }, '0'),
+            stages: [...stages].map(([stageId, rows]) => ({
+                stageId,
+                count: rows.length,
+                expectedRevenue: amount(rows),
+            })),
+        },
+        health: {
+            noNextStep: riskGroup('no_next_step'),
+            overdue: riskGroup('overdue_activity'),
+            noRecordedContact14d: riskGroup('no_recorded_contact_14d'),
+            atRiskCount: risks.length,
+        },
+        risks,
+        teams: [...teams.values()],
+        lostReasons: [...lostReasons].map(([code, count]) => ({ code, count })),
+        trend: [...trend.values()].map((row) => ({ ...row, winRate: rate(row.won, row.won + row.lost) })),
+        coverage: {
+            unknownOrigin,
+            unknownClosingOwnership: closed.filter((row) => !row.closedOwnershipRecordedAt).length,
+            missingLostReasonCode: lostReasons.get('not_recorded') ?? 0,
+            leadsWithoutRecordedContact: leads.filter((row) => !reached(row).length).length,
+            contactBasis: 'explicit_reached_interactions_only',
+            conversionMetric: 'converted_to_opportunity_not_qualification',
+        },
+    };
+}
+//# sourceMappingURL=reporting.js.map

package/dist/modules/crm/reporting.js.map

@@ -0,0 +1 @@
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package/dist/modules/crm_backend/client/crm-case-modal.d.mts

@@ -0,0 +1,302 @@
+declare var gi: (e: any) => any, fi: (e: any, t: any) => {
+    id: any;
+    stageId?: any;
+    teamId?: any;
+    assigneeUserId?: any;
+    kind: any;
+    tagIds: string[];
+    expectedVersion?: number | undefined;
+    idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+}, wn: {
+    kind: string;
+    size: string;
+    fixedHeight: string;
+    labels: () => {
+        "recordModal.close": string;
+        "recordModal.loading": string;
+        "recordModal.loadFailed": string;
+        "recordModal.notFound": string;
+        "recordModal.retry": string;
+        "recordModal.errorTitle": string;
+        "recordModal.saveFailed": string;
+        "recordModal.savedTitle": string;
+        "recordModal.saved": string;
+        "recordModal.unsaved": string;
+        "recordModal.uploadFailed": string;
+    } | {
+        "recordModal.close": string;
+        "recordModal.loading": string;
+        "recordModal.loadFailed": string;
+        "recordModal.notFound": string;
+        "recordModal.retry": string;
+        "recordModal.errorTitle": string;
+        "recordModal.saveFailed": string;
+        "recordModal.savedTitle": string;
+        "recordModal.saved": string;
+        "recordModal.unsaved": string;
+        "recordModal.uploadFailed": string;
+    };
+    context: {
+        fn: string;
+        input: (e: any, t: any) => {
+            locale: string;
+        } | {
+            id: any;
+            locale: string;
+        };
+    };
+    title: (e: any) => any;
+    status: (e: any) => any;
+    body: (e: any) => any;
+    tabs: {
+        id: string;
+        label: (e: any) => any;
+        visible: (e: any) => boolean;
+        view: typeof gi;
+    }[];
+    actions: (e: any) => any;
+    dialogs: {
+        interaction: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        move: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        assign: {
+            title: (e: any) => any;
+            view: (e: any) => any;
+        };
+        merge: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        convert: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        close: {
+            title: (e: any) => any;
+            view: (e: any) => any;
+        };
+        activity: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        plan: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        complete: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        cancel: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+        quotation: {
+            title: (r: any) => any;
+            view: (r: any) => any;
+        };
+    };
+    commands: {
+        interaction: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                channel: string;
+                outcome: string;
+                note: string;
+            };
+            after: string;
+        };
+        create: {
+            fn: string;
+            input: typeof fi;
+            after: string;
+            openTab: string;
+        };
+        save: {
+            fn: string;
+            input: typeof fi;
+            after: string;
+        };
+        move: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                stageId: string;
+            };
+            after: string;
+        };
+        assign: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                teamId: string;
+                assigneeUserId: string;
+            };
+            after: string;
+        };
+        reassign: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                teamId: string;
+                assigneeUserId: string;
+            };
+            after: string;
+        };
+        merge: {
+            fn: string;
+            input: (e: any, t: any) => {
+                targetId: any;
+                sourceId: string;
+                expectedTargetVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+            confirm: (e: any) => any;
+        };
+        convert: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                stageId: string;
+                expectedRevenue: string;
+                expectedClosing: string;
+            };
+            after: string;
+        };
+        won: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                closeReason: string;
+            };
+            after: string;
+        };
+        lost: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                expectedVersion: number;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+                closeReason: string;
+                lostReason: string;
+                lostReasonCode: string;
+            };
+            after: string;
+        };
+        schedule: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: `${string}-${string}-${string}-${string}-${string}`;
+                caseId: any;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        plan: {
+            fn: string;
+            input: (e: any, t: any) => {
+                caseId: any;
+                planId: string;
+                anchorDate: string;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        complete: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                feedback: string;
+                completedDate: string;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        cancel: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                feedback: string;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        quotation: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: `${string}-${string}-${string}-${string}-${string}`;
+                caseId: any;
+                warehouseId: string;
+                notes: string;
+                products: {
+                    productId: string;
+                    productUomId: any;
+                    quantity: string;
+                    priceUnit?: string | undefined;
+                }[];
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        message: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: `${string}-${string}-${string}-${string}-${string}`;
+                caseId: any;
+                body: string;
+                visibility: string;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+        upload: {
+            fn: string;
+            upload: {
+                attachment: (e: any, t: any) => {
+                    resModel: string;
+                    resId: any;
+                    public: string;
+                };
+            };
+            input: (e: any, t: any) => {
+                id: any;
+            };
+            after: string;
+        };
+        refreshScore: {
+            fn: string;
+            input: (e: any, t: any) => {
+                id: any;
+                idempotencyKey: `${string}-${string}-${string}-${string}-${string}`;
+            };
+            after: string;
+        };
+    };
+}, wf: () => {
+    view: () => any;
+    mount: ({ root: o, lifetime: c }: {
+        lifetime: any;
+        root: any;
+    }) => void;
+};
+export { wf as caseModal, wn as caseModalDefinition };
+//# sourceMappingURL=crm-case-modal.d.mts.map

package/dist/modules/crm_backend/client/crm-case-modal.d.mts.map

@@ -0,0 +1 @@
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