Ace
d35c806d5b
- Added comprehensive comments and JSDoc-style documentation to NotificationProvider, ThemeProvider, UserProvider, and WebsiteThemeProvider for better clarity and maintainability. - Improved type definitions in index.ts for better code understanding and usage. - Introduced Docker support with Dockerfiles for various services including AI server, signaling server, and browser-use service. - Created a docker-compose.yml file to orchestrate multiple services including PostgreSQL, AI, scraper, and frontend. - Added a startup guide (startup.txt) for setting up the CRM environment on Ubuntu with Docker. - Included a .dockerignore file to exclude unnecessary files from Docker builds.
275 lines
11 KiB
TypeScript
275 lines
11 KiB
TypeScript
// ── Dashboard ────────────────────────────────────────────────────────────────
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// GET /api/dashboard?period=6months&year=2025
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// — Returns aggregated stats, trends, monthly breakdown, and recent leads.
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//
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// Auth: authenticated; non-admin users scoped to their own leads
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//
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// Periods: 7days, 30days, 6months (default), 12months, or a specific year
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import { NextRequest, NextResponse } from "next/server"
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import { getSessionUser } from "@/lib/auth"
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import { query } from "@/lib/db"
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import { avatarSvgUrl } from "@/lib/avatar"
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// ── Helpers ──────────────────────────────────────────────────────────────────
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/**
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* Returns the { start, end } Date range for a named period.
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*/
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function getPeriodDateRange(period: string): { start: Date; end: Date } {
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const end = new Date()
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let start: Date
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switch (period) {
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case "7days":
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start = new Date(end); start.setDate(start.getDate() - 7); break
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case "30days":
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start = new Date(end); start.setDate(start.getDate() - 30); break
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case "12months":
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start = new Date(end); start.setFullYear(start.getFullYear() - 12); break
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case "6months":
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default:
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start = new Date(end); start.setMonth(start.getMonth() - 6); break
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}
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return { start, end }
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}
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/**
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* Returns the range for the *previous* period of the same length.
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*/
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function getPreviousPeriodRange(period: string, currentStart: Date): { start: Date; end: Date } {
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const end = new Date(currentStart)
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const diff = end.getTime() - currentStart.getTime()
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const start = new Date(end.getTime() - diff)
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return { start, end }
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}
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const periodLabels: Record<string, string> = {
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"7days": "Last 7 days",
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"30days": "Last 30 days",
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"6months": "Last 6 months",
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"12months": "Last 12 months",
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}
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/**
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* Maps DB stage name to client-facing status string.
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*/
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function stageToStatus(name: string): string {
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switch (name) {
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case "New": return "open"
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case "Contacted": return "contacted"
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case "Qualified":
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case "Interested":
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case "Demo Scheduled":
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case "Negotiation": return "pending"
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case "Closed Won": return "closed"
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case "Closed Lost": return "ignored"
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default: return "open"
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}
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}
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/**
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* Computes a trend object from current vs previous count.
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*/
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function computeTrend(current: number, previous: number): { pct: number; up: boolean } {
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if (previous === 0) return { pct: current > 0 ? 100 : 0, up: current > 0 }
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const pct = Math.round(((current - previous) / previous) * 100)
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return { pct: Math.abs(pct), up: pct >= 0 }
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}
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// Reusable SQL snippet that maps stage names to status strings
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const stageStatusSql = `
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CASE
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WHEN ls.name = 'New' THEN 'open'
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WHEN ls.name = 'Contacted' THEN 'contacted'
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WHEN ls.name IN ('Qualified', 'Interested', 'Demo Scheduled', 'Negotiation') THEN 'pending'
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WHEN ls.name = 'Closed Won' THEN 'closed'
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WHEN ls.name = 'Closed Lost' THEN 'ignored'
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ELSE 'open'
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END`
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// ── GET ──────────────────────────────────────────────────────────────────────
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export async function GET(request: NextRequest) {
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try {
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const user = await getSessionUser()
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 401 })
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const isAdmin = user.role === "admin" || user.role === "super_admin"
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const { searchParams } = new URL(request.url)
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const period = searchParams.get("period") || "6months"
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const yearParam = searchParams.get("year")
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let start: Date, end: Date, prevRange: { start: Date; end: Date }
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if (yearParam) {
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// Year mode: compare full year to previous full year
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const y = parseInt(yearParam)
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start = new Date(y, 0, 1)
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end = new Date(y, 11, 31, 23, 59, 59)
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prevRange = { start: new Date(y - 1, 0, 1), end: new Date(y - 1, 11, 31, 23, 59, 59) }
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} else {
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const r = getPeriodDateRange(period)
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start = r.start; end = r.end
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prevRange = getPreviousPeriodRange(period, start)
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}
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// Non-admin users only see their own leads
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const ownerFilter = isAdmin ? "" : "AND l.assigned_to = $3"
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// ── Status counts for current period (SQL aggregation) ──────────
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const countSql = `
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SELECT ${stageStatusSql} AS status, COUNT(*) AS count
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FROM leads l
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JOIN lead_stages ls ON ls.id = l.stage_id
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WHERE l.deleted_at IS NULL
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AND l.created_at >= $1 AND l.created_at <= $2
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${ownerFilter}
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GROUP BY ${stageStatusSql}`
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const currentCountRows = await query(
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countSql,
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isAdmin
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? [start.toISOString(), end.toISOString()]
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: [start.toISOString(), end.toISOString(), user.id],
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)
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const prevCountRows = await query(
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countSql,
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isAdmin
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? [prevRange.start.toISOString(), prevRange.end.toISOString()]
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: [prevRange.start.toISOString(), prevRange.end.toISOString(), user.id],
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)
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function rowsToCounts(rows: any[]) {
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const counts = { open: 0, contacted: 0, pending: 0, closed: 0, ignored: 0 }
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for (const r of rows) {
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const s = r.status as keyof typeof counts
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if (s in counts) counts[s] = parseInt(r.count, 10)
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}
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return counts
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}
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const currentCounts = rowsToCounts(currentCountRows.rows)
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const prevCounts = rowsToCounts(prevCountRows.rows)
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const totalLeads = currentCountRows.rows.reduce((sum: number, r: any) => sum + parseInt(r.count, 10), 0)
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const prevTotal = prevCountRows.rows.reduce((sum: number, r: any) => sum + parseInt(r.count, 10), 0)
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const closedLeads = currentCounts.closed
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const conversionRate = totalLeads > 0 ? Math.round((closedLeads / totalLeads) * 100) : 0
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// ── Monthly/weekly breakdown via date_trunc ─────────────────────
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const isMonthly = period === "6months" || period === "12months"
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const truncUnit = isMonthly ? "month" : "day"
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const breakdownSql = `
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SELECT DATE_TRUNC($1, l.created_at) AS period_start,
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${stageStatusSql} AS status,
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COUNT(*) AS count
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FROM leads l
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JOIN lead_stages ls ON ls.id = l.stage_id
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WHERE l.deleted_at IS NULL
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AND l.created_at >= $2 AND l.created_at <= $3
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${isAdmin ? "" : "AND l.assigned_to = $4"}
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GROUP BY DATE_TRUNC($1, l.created_at), ${stageStatusSql}
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ORDER BY period_start ASC`
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const breakdownParams = isAdmin
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? [truncUnit, start.toISOString(), end.toISOString()]
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: [truncUnit, start.toISOString(), end.toISOString(), user.id]
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const breakdownResult = await query(breakdownSql, breakdownParams)
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// Aggregate the grouped rows into a label-keyed map
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const breakdownMap: Record<string, { label: string; total: number; open: number; contacted: number; pending: number; closed: number; ignored: number }> = {}
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for (const r of breakdownResult.rows) {
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const d = new Date(r.period_start)
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const label = isMonthly
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? d.toLocaleDateString("en-US", { month: "short", year: "2-digit" })
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: d.toLocaleDateString("en-US", { month: "short", day: "numeric" })
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if (!breakdownMap[label]) {
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breakdownMap[label] = { label, total: 0, open: 0, contacted: 0, pending: 0, closed: 0, ignored: 0 }
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}
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const count = parseInt(r.count, 10)
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breakdownMap[label].total += count
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const statusKey = r.status as 'open' | 'contacted' | 'pending' | 'closed' | 'ignored'
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breakdownMap[label][statusKey] = count
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}
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const monthlyBreakdown = Object.values(breakdownMap)
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// ── Recent 10 leads ─────────────────────────────────────────────
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const recentSql = `
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SELECT l.id, l.created_at, l.company_name, l.contact_name, l.email, l.phone,
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l.notes, l.assigned_to, l.score,
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ls.name AS stage_name,
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u.id AS user_id, u.first_name, u.last_name, u.email AS user_email, u.avatar_url
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FROM leads l
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JOIN lead_stages ls ON ls.id = l.stage_id
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LEFT JOIN users u ON u.id = l.assigned_to
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WHERE l.deleted_at IS NULL
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AND l.created_at >= $1 AND l.created_at <= $2
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${ownerFilter}
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ORDER BY l.created_at DESC
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LIMIT 10`
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const recentResult = await query(
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recentSql,
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isAdmin
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? [start.toISOString(), end.toISOString()]
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: [start.toISOString(), end.toISOString(), user.id],
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)
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const recentLeads = recentResult.rows.map((r: any) => ({
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id: r.id,
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companyName: r.company_name || "",
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contactName: r.contact_name,
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email: r.email || "",
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phone: r.phone || "",
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source: "",
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description: r.notes || "",
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status: stageToStatus(r.stage_name),
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assignedUserId: r.assigned_to,
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assignedUser: r.assigned_to ? {
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id: r.user_id,
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name: `${r.first_name} ${r.last_name}`,
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email: r.user_email,
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avatar: avatarSvgUrl(`${r.first_name} ${r.last_name}`),
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} : null,
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createdAt: r.created_at,
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updatedAt: r.updated_at,
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}))
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// ── Trends (current vs previous period) ─────────────────────────
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const trends = {
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totalLeads: computeTrend(totalLeads, prevTotal),
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openLeads: computeTrend(currentCounts.open, prevCounts.open),
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contactedLeads: computeTrend(currentCounts.contacted, prevCounts.contacted),
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pendingLeads: computeTrend(currentCounts.pending, prevCounts.pending),
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closedLeads: computeTrend(currentCounts.closed, prevCounts.closed),
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conversionRate: computeTrend(conversionRate,
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prevTotal > 0 ? Math.round((prevCounts.closed / prevTotal) * 100) : 0),
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}
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const stats = {
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totalLeads,
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openLeads: currentCounts.open,
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contactedLeads: currentCounts.contacted,
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pendingLeads: currentCounts.pending,
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closedLeads,
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ignoredLeads: currentCounts.ignored,
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conversionRate,
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monthlyBreakdown,
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leadsPerMonth: monthlyBreakdown.map((m) => ({ label: m.label, leads: m.total, closed: m.closed })),
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trends,
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recentLeads,
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statusDistribution: [
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{ name: "Open", value: currentCounts.open, color: "#3b82f6" },
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{ name: "Contacted", value: currentCounts.contacted, color: "#f59e0b" },
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{ name: "Pending", value: currentCounts.pending, color: "#8b5cf6" },
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{ name: "Closed", value: currentCounts.closed, color: "#10b981" },
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{ name: "Ignored", value: currentCounts.ignored, color: "#6B7280" },
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],
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periodLabel: periodLabels[period] ?? "Selected period",
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}
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return NextResponse.json(stats)
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} catch (error) {
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console.error("Dashboard API error:", error)
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return NextResponse.json({ error: "Failed to load dashboard stats" }, { status: 500 })
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}
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}
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