report route added

src/api/controllers/reportsController.js

@@ -0,0 +1,334 @@
+const { Op } = require('sequelize');
+const ZohoLeadsBulk = require('../../data/models/zohoLeadsBulk');
+const ZohoTasksBulk = require('../../data/models/zohoTasksBulk');
+const { success, failure } = require('../../utils/response');
+
+class ReportsController {
+  /**
+   * Get comprehensive CRM KPIs combining leads and tasks data
+   */
+  async getCrmKPIs(req, res) {
+    try {
+      const { start_date, end_date, period, owner } = req.query;
+      const userId = req.user.uuid;
+
+      // Build date filter
+      const dateFilter = this.buildDateFilter(start_date, end_date, period);
+      
+      // Build owner filter
+      const ownerFilter = owner ? { owner: { [Op.like]: `%${owner}%` } } : {};
+
+      // Base filters
+      const baseFilters = {
+        user_id: userId,
+        provider: 'zoho',
+        ...dateFilter,
+        ...ownerFilter
+      };
+
+      // Fetch data in parallel
+      const [leadsData, tasksData] = await Promise.all([
+        ZohoLeadsBulk.findAll({
+          where: baseFilters,
+          attributes: [
+            'lead_source',
+            'lead_status',
+            'owner',
+            'created_time',
+            'company'
+          ]
+        }),
+        ZohoTasksBulk.findAll({
+          where: baseFilters,
+          attributes: [
+            'status',
+            'priority',
+            'owner',
+            'created_time',
+            'due_date',
+            'subject'
+          ]
+        })
+      ]);
+
+      // Calculate KPIs
+      const kpis = this.calculateCrmKPIs(leadsData, tasksData);
+
+      return res.json(success('CRM KPIs retrieved successfully', kpis));
+    } catch (error) {
+      console.error('Error fetching CRM KPIs:', error);
+      return res.status(500).json(failure('Failed to fetch CRM KPIs', 'INTERNAL_ERROR'));
+    }
+  }
+
+  /**
+   * Calculate CEO-level CRM KPIs focused on business statistics
+   */
+  calculateCrmKPIs(leadsData, tasksData) {
+    const now = new Date();
+    const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+    const sevenDaysAgo = new Date(now.getTime() - 7 * 24 * 60 * 60 * 1000);
+    const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
+
+    // Business Growth Metrics
+    const totalLeads = leadsData.length;
+    const totalTasks = tasksData.length;
+    
+    // Lead Growth Trends
+    const leadsLast7Days = leadsData.filter(lead => 
+      lead.created_time && new Date(lead.created_time) >= sevenDaysAgo
+    ).length;
+    const leadsLast30Days = leadsData.filter(lead => 
+      lead.created_time && new Date(lead.created_time) >= thirtyDaysAgo
+    ).length;
+    const leadsLast90Days = leadsData.filter(lead => 
+      lead.created_time && new Date(lead.created_time) >= ninetyDaysAgo
+    ).length;
+
+    // Lead Quality Metrics
+    const qualifiedLeads = leadsData.filter(lead => 
+      lead.lead_status && (
+        lead.lead_status.toLowerCase().includes('qualified') ||
+        lead.lead_status.toLowerCase().includes('hot') ||
+        lead.lead_status.toLowerCase().includes('warm')
+      )
+    ).length;
+    
+    const convertedLeads = leadsData.filter(lead => 
+      lead.lead_status && lead.lead_status.toLowerCase().includes('converted')
+    ).length;
+
+    // Lead Source Performance
+    const leadSourcePerformance = this.getLeadSourcePerformance(leadsData);
+    
+    // Business Process Efficiency
+    const completedTasks = tasksData.filter(task => 
+      task.status && task.status.toLowerCase().includes('completed')
+    ).length;
+    
+    const highPriorityTasks = tasksData.filter(task => 
+      task.priority && task.priority.toLowerCase().includes('high')
+    ).length;
+    
+    const overdueTasks = tasksData.filter(task => 
+      task.due_date && new Date(task.due_date) < now && 
+      task.status && !task.status.toLowerCase().includes('completed')
+    ).length;
+
+    // Strategic Insights
+    const conversionRate = totalLeads > 0 ? (convertedLeads / totalLeads * 100).toFixed(2) : 0;
+    const qualificationRate = totalLeads > 0 ? (qualifiedLeads / totalLeads * 100).toFixed(2) : 0;
+    const taskCompletionRate = totalTasks > 0 ? (completedTasks / totalTasks * 100).toFixed(2) : 0;
+    const overdueRate = totalTasks > 0 ? (overdueTasks / totalTasks * 100).toFixed(2) : 0;
+
+    // Monthly Growth Rate
+    const monthlyGrowthRate = this.calculateGrowthRate(leadsData, thirtyDaysAgo, ninetyDaysAgo);
+    
+    // Top Performing Lead Sources
+    const topLeadSources = Object.entries(leadSourcePerformance)
+      .map(([source, data]) => ({
+        source: source || 'Unknown',
+        totalLeads: data.total,
+        qualifiedLeads: data.qualified,
+        conversionRate: data.total > 0 ? (data.converted / data.total * 100).toFixed(2) : 0,
+        avgQuality: data.total > 0 ? (data.qualified / data.total * 100).toFixed(2) : 0
+      }))
+      .sort((a, b) => b.totalLeads - a.totalLeads)
+      .slice(0, 5);
+
+    // Business Health Indicators
+    const businessHealth = this.calculateBusinessHealth(leadsData, tasksData, now);
+
+    return {
+      businessOverview: {
+        totalLeads,
+        totalTasks,
+        leadsLast7Days,
+        leadsLast30Days,
+        leadsLast90Days,
+        monthlyGrowthRate: `${monthlyGrowthRate}%`,
+        conversionRate: `${conversionRate}%`,
+        qualificationRate: `${qualificationRate}%`
+      },
+      leadQuality: {
+        qualifiedLeads,
+        convertedLeads,
+        leadSourcePerformance: topLeadSources,
+        statusDistribution: this.getDistribution(leadsData, 'lead_status')
+      },
+      operationalEfficiency: {
+        completedTasks,
+        highPriorityTasks,
+        overdueTasks,
+        taskCompletionRate: `${taskCompletionRate}%`,
+        overdueRate: `${overdueRate}%`,
+        priorityDistribution: this.getDistribution(tasksData, 'priority')
+      },
+      businessHealth: {
+        overallScore: businessHealth.overallScore,
+        leadGenerationHealth: businessHealth.leadGeneration,
+        processEfficiency: businessHealth.processEfficiency,
+        qualityMetrics: businessHealth.qualityMetrics
+      },
+      strategicInsights: {
+        topPerformingSources: topLeadSources.slice(0, 3),
+        growthTrend: monthlyGrowthRate > 0 ? 'positive' : 'negative',
+        efficiencyTrend: taskCompletionRate > 80 ? 'excellent' : taskCompletionRate > 60 ? 'good' : 'needs_improvement',
+        qualityTrend: qualificationRate > 70 ? 'high' : qualificationRate > 50 ? 'medium' : 'low'
+      },
+      generatedAt: new Date().toISOString()
+    };
+  }
+
+  /**
+   * Get distribution of values for a specific field
+   */
+  getDistribution(data, field) {
+    const distribution = {};
+    data.forEach(item => {
+      const value = item[field] || 'Unknown';
+      distribution[value] = (distribution[value] || 0) + 1;
+    });
+    return distribution;
+  }
+
+  /**
+   * Get lead source performance metrics
+   */
+  getLeadSourcePerformance(leadsData) {
+    const performance = {};
+    leadsData.forEach(lead => {
+      const source = lead.lead_source || 'Unknown';
+      if (!performance[source]) {
+        performance[source] = { total: 0, qualified: 0, converted: 0 };
+      }
+      performance[source].total++;
+      
+      if (lead.lead_status && (
+        lead.lead_status.toLowerCase().includes('qualified') ||
+        lead.lead_status.toLowerCase().includes('hot') ||
+        lead.lead_status.toLowerCase().includes('warm')
+      )) {
+        performance[source].qualified++;
+      }
+      
+      if (lead.lead_status && lead.lead_status.toLowerCase().includes('converted')) {
+        performance[source].converted++;
+      }
+    });
+    return performance;
+  }
+
+  /**
+   * Calculate monthly growth rate
+   */
+  calculateGrowthRate(leadsData, thirtyDaysAgo, ninetyDaysAgo) {
+    const leadsLast30Days = leadsData.filter(lead => 
+      lead.created_time && new Date(lead.created_time) >= thirtyDaysAgo
+    ).length;
+    
+    const leadsPrevious60Days = leadsData.filter(lead => 
+      lead.created_time && 
+      new Date(lead.created_time) >= ninetyDaysAgo && 
+      new Date(lead.created_time) < thirtyDaysAgo
+    ).length;
+    
+    if (leadsPrevious60Days === 0) return 0;
+    
+    const growthRate = ((leadsLast30Days - leadsPrevious60Days) / leadsPrevious60Days) * 100;
+    return growthRate.toFixed(2);
+  }
+
+  /**
+   * Calculate business health indicators
+   */
+  calculateBusinessHealth(leadsData, tasksData, now) {
+    const totalLeads = leadsData.length;
+    const totalTasks = tasksData.length;
+    
+    // Lead Generation Health (0-100)
+    const recentLeads = leadsData.filter(lead => 
+      lead.created_time && new Date(lead.created_time) >= new Date(now.getTime() - 7 * 24 * 60 * 60 * 1000)
+    ).length;
+    const leadGenerationHealth = Math.min(100, (recentLeads / 10) * 100); // Assuming 10 leads/week is healthy
+    
+    // Process Efficiency (0-100)
+    const completedTasks = tasksData.filter(task => 
+      task.status && task.status.toLowerCase().includes('completed')
+    ).length;
+    const processEfficiency = totalTasks > 0 ? (completedTasks / totalTasks) * 100 : 0;
+    
+    // Quality Metrics (0-100)
+    const qualifiedLeads = leadsData.filter(lead => 
+      lead.lead_status && (
+        lead.lead_status.toLowerCase().includes('qualified') ||
+        lead.lead_status.toLowerCase().includes('hot') ||
+        lead.lead_status.toLowerCase().includes('warm')
+      )
+    ).length;
+    const qualityMetrics = totalLeads > 0 ? (qualifiedLeads / totalLeads) * 100 : 0;
+    
+    // Overall Score (weighted average)
+    const overallScore = Math.round(
+      (leadGenerationHealth * 0.4) + 
+      (processEfficiency * 0.3) + 
+      (qualityMetrics * 0.3)
+    );
+    
+    return {
+      overallScore,
+      leadGeneration: Math.round(leadGenerationHealth),
+      processEfficiency: Math.round(processEfficiency),
+      qualityMetrics: Math.round(qualityMetrics)
+    };
+  }
+
+  /**
+   * Build date filter based on parameters
+   */
+  buildDateFilter(start_date, end_date, period) {
+    if (start_date && end_date) {
+      return {
+        created_time: {
+          [Op.between]: [new Date(start_date), new Date(end_date)]
+        }
+      };
+    }
+
+    if (period) {
+      const now = new Date();
+      let startDate;
+      
+      switch (period) {
+        case '7d':
+          startDate = new Date(now.getTime() - 7 * 24 * 60 * 60 * 1000);
+          break;
+        case '30d':
+          startDate = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+          break;
+        case '90d':
+          startDate = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
+          break;
+        case '1y':
+          startDate = new Date(now.getTime() - 365 * 24 * 60 * 60 * 1000);
+          break;
+        default:
+          return {};
+      }
+
+      return {
+        created_time: {
+          [Op.gte]: startDate
+        }
+      };
+    }
+
+    return {};
+  }
+}
+
+const reportsController = new ReportsController();
+
+module.exports = {
+  getCrmKPIs: reportsController.getCrmKPIs.bind(reportsController)
+};

src/api/routes/reportsRoutes.js

@@ -0,0 +1,34 @@
+const express = require('express');
+const Joi = require('joi');
+const auth = require('../middlewares/auth');
+const { getCrmKPIs } = require('../controllers/reportsController');
+
+const router = express.Router();
+
+// Validation middleware
+const validate = (schema, property = 'query') => {
+  return (req, res, next) => {
+    const { error } = schema.validate(req[property]);
+    if (error) {
+      return res.status(400).json({
+        status: 'error',
+        message: 'Validation error',
+        details: error.details[0].message
+      });
+    }
+    next();
+  };
+};
+
+// Validation schema for CRM KPIs
+const crmKPISchema = Joi.object({
+  start_date: Joi.date().optional(),
+  end_date: Joi.date().optional(),
+  period: Joi.string().valid('7d', '30d', '90d', '1y', 'all').optional(),
+  owner: Joi.string().optional()
+});
+
+// Main CRM KPI route - combines leads and tasks data
+router.get('/crm/kpis', auth, validate(crmKPISchema), getCrmKPIs);
+
+module.exports = router;

src/app.js

@@ -12,6 +12,7 @@ const userRoutes = require('./api/routes/userRoutes');
 const authRoutes = require('./api/routes/authRoutes');
 const integrationRoutes = require('./api/routes/integrationRoutes');
 const bulkReadRoutes = require('./api/routes/bulkReadRoutes');
+const reportsRoutes = require('./api/routes/reportsRoutes');
 const sequelize = require('./db/pool');
 
 const app = express();
@@ -43,6 +44,7 @@ app.use(`${config.app.apiPrefix}/auth`, authRoutes);
 app.use(`${config.app.apiPrefix}/users`, userRoutes);
 app.use(`${config.app.apiPrefix}/integrations`, integrationRoutes);
 app.use(`${config.app.apiPrefix}/bulk-read`, bulkReadRoutes);
+app.use(`${config.app.apiPrefix}/reports`, reportsRoutes);
 
 
 module.exports = app;