feat: Complete Z.CRM system with all 6 modules
✨ Features: - Complete authentication system with JWT - Dashboard with all 6 modules visible - Contact Management module (Salesforce-style) - CRM & Sales Pipeline module (Pipedrive-style) - Inventory & Assets module (SAP-style) - Tasks & Projects module (Jira/Asana-style) - HR Management module (BambooHR-style) - Marketing Management module (HubSpot-style) - Admin Panel with user management and role matrix - World-class UI/UX with RTL Arabic support - Cairo font (headings) + Readex Pro font (body) - Sample data for all modules - Protected routes and authentication flow - Backend API with Prisma + PostgreSQL - Comprehensive documentation 🎨 Design: - Color-coded modules - Professional data tables - Stats cards with metrics - Progress bars and status badges - Search and filters - Responsive layout 📊 Tech Stack: - Frontend: Next.js 14, TypeScript, Tailwind CSS - Backend: Node.js, Express, Prisma - Database: PostgreSQL - Auth: JWT with bcrypt 🚀 Production-ready frontend with all features accessible
This commit is contained in:
Talal Sharabi
398
backend/src/modules/crm/deals.service.ts
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398
backend/src/modules/crm/deals.service.ts
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import prisma from '../../config/database';
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import { AppError } from '../../shared/middleware/errorHandler';
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import { AuditLogger } from '../../shared/utils/auditLogger';
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import { Prisma } from '@prisma/client';
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interface CreateDealData {
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name: string;
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contactId: string;
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structure: string; // B2B, B2C, B2G, PARTNERSHIP
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pipelineId: string;
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stage: string;
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estimatedValue: number;
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probability?: number;
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expectedCloseDate?: Date;
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ownerId: string;
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fiscalYear: number;
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}
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interface UpdateDealData extends Partial<CreateDealData> {
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stage?: string;
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actualValue?: number;
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actualCloseDate?: Date;
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wonReason?: string;
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lostReason?: string;
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status?: string;
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}
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class DealsService {
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async create(data: CreateDealData, userId: string) {
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// Generate deal number
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const dealNumber = await this.generateDealNumber();
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const deal = await prisma.deal.create({
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data: {
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dealNumber,
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name: data.name,
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contactId: data.contactId,
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structure: data.structure,
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pipelineId: data.pipelineId,
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stage: data.stage,
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estimatedValue: data.estimatedValue,
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probability: data.probability,
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expectedCloseDate: data.expectedCloseDate,
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ownerId: data.ownerId,
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fiscalYear: data.fiscalYear,
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currency: 'SAR',
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},
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include: {
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contact: {
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select: {
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id: true,
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name: true,
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email: true,
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phone: true,
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},
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},
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owner: {
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select: {
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id: true,
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email: true,
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username: true,
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},
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},
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pipeline: true,
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},
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});
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await AuditLogger.log({
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entityType: 'DEAL',
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entityId: deal.id,
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action: 'CREATE',
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userId,
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});
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return deal;
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}
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async findAll(filters: any, page: number, pageSize: number) {
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const skip = (page - 1) * pageSize;
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const where: Prisma.DealWhereInput = {};
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if (filters.search) {
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where.OR = [
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{ name: { contains: filters.search, mode: 'insensitive' } },
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{ dealNumber: { contains: filters.search } },
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];
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}
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if (filters.structure) {
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where.structure = filters.structure;
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}
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if (filters.stage) {
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where.stage = filters.stage;
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}
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if (filters.status) {
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where.status = filters.status;
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}
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if (filters.ownerId) {
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where.ownerId = filters.ownerId;
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}
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if (filters.fiscalYear) {
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where.fiscalYear = parseInt(filters.fiscalYear);
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}
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const total = await prisma.deal.count({ where });
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const deals = await prisma.deal.findMany({
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where,
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skip,
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take: pageSize,
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include: {
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contact: {
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select: {
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id: true,
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name: true,
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email: true,
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},
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},
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owner: {
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select: {
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id: true,
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email: true,
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username: true,
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},
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},
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pipeline: true,
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},
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orderBy: {
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createdAt: 'desc',
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},
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});
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return {
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deals,
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total,
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page,
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pageSize,
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};
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}
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async findById(id: string) {
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const deal = await prisma.deal.findUnique({
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where: { id },
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include: {
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contact: {
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include: {
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categories: true,
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},
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},
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owner: {
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select: {
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id: true,
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email: true,
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username: true,
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employee: {
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select: {
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firstName: true,
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lastName: true,
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position: true,
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department: true,
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},
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},
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},
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},
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pipeline: true,
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quotes: {
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orderBy: {
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version: 'desc',
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},
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},
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costSheets: {
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orderBy: {
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version: 'desc',
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},
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},
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activities: {
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orderBy: {
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createdAt: 'desc',
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},
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take: 20,
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},
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notes: {
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orderBy: {
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createdAt: 'desc',
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},
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},
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attachments: {
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orderBy: {
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uploadedAt: 'desc',
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},
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},
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contracts: {
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orderBy: {
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createdAt: 'desc',
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},
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},
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invoices: {
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orderBy: {
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createdAt: 'desc',
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},
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},
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},
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});
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if (!deal) {
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throw new AppError(404, 'الصفقة غير موجودة - Deal not found');
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}
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return deal;
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}
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async update(id: string, data: UpdateDealData, userId: string) {
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const existing = await prisma.deal.findUnique({ where: { id } });
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if (!existing) {
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throw new AppError(404, 'الصفقة غير موجودة - Deal not found');
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}
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const deal = await prisma.deal.update({
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where: { id },
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data: {
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name: data.name,
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contactId: data.contactId,
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stage: data.stage,
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estimatedValue: data.estimatedValue,
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actualValue: data.actualValue,
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probability: data.probability,
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expectedCloseDate: data.expectedCloseDate,
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actualCloseDate: data.actualCloseDate,
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wonReason: data.wonReason,
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lostReason: data.lostReason,
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status: data.status,
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},
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include: {
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contact: true,
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owner: true,
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pipeline: true,
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},
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});
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await AuditLogger.log({
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entityType: 'DEAL',
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entityId: deal.id,
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action: 'UPDATE',
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userId,
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changes: {
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before: existing,
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after: deal,
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},
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});
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return deal;
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}
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async updateStage(id: string, stage: string, userId: string) {
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const deal = await prisma.deal.update({
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where: { id },
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data: { stage },
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include: {
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contact: true,
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owner: true,
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},
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});
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await AuditLogger.log({
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entityType: 'DEAL',
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entityId: deal.id,
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action: 'STAGE_CHANGE',
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userId,
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changes: { stage },
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});
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// Create notification
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await prisma.notification.create({
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data: {
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userId: deal.ownerId,
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type: 'DEAL_STAGE_CHANGED',
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title: 'تغيير مرحلة الصفقة - Deal stage changed',
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message: `تم تغيير مرحلة الصفقة "${deal.name}" إلى "${stage}"`,
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entityType: 'DEAL',
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entityId: deal.id,
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},
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});
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return deal;
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}
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async win(id: string, actualValue: number, wonReason: string, userId: string) {
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const deal = await prisma.deal.update({
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where: { id },
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data: {
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status: 'WON',
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stage: 'WON',
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actualValue,
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wonReason,
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actualCloseDate: new Date(),
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},
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include: {
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contact: true,
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owner: true,
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},
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});
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await AuditLogger.log({
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entityType: 'DEAL',
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entityId: deal.id,
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action: 'WIN',
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userId,
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changes: {
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status: 'WON',
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actualValue,
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wonReason,
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},
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});
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// Create notification
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await prisma.notification.create({
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data: {
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userId: deal.ownerId,
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type: 'DEAL_WON',
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title: '🎉 صفقة رابحة - Deal Won!',
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message: `تم الفوز بالصفقة "${deal.name}" بقيمة ${actualValue} ريال`,
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entityType: 'DEAL',
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entityId: deal.id,
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},
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});
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return deal;
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}
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async lose(id: string, lostReason: string, userId: string) {
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const deal = await prisma.deal.update({
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where: { id },
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data: {
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status: 'LOST',
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stage: 'LOST',
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lostReason,
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actualCloseDate: new Date(),
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},
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include: {
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contact: true,
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owner: true,
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},
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});
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await AuditLogger.log({
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entityType: 'DEAL',
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entityId: deal.id,
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action: 'LOSE',
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userId,
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changes: {
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status: 'LOST',
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lostReason,
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},
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});
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return deal;
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}
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async getHistory(id: string) {
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return AuditLogger.getEntityHistory('DEAL', id);
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}
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private async generateDealNumber(): Promise<string> {
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const year = new Date().getFullYear();
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const prefix = `DEAL-${year}-`;
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const lastDeal = await prisma.deal.findFirst({
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where: {
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dealNumber: {
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startsWith: prefix,
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},
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},
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orderBy: {
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createdAt: 'desc',
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},
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select: {
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dealNumber: true,
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},
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});
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let nextNumber = 1;
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if (lastDeal) {
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const lastNumber = parseInt(lastDeal.dealNumber.split('-')[2]);
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nextNumber = lastNumber + 1;
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}
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return `${prefix}${nextNumber.toString().padStart(6, '0')}`;
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}
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}
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export const dealsService = new DealsService();
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