feat(deals): Pipeline & Deal Management implementiert
Pipelines: - CRUD mit Stage-Verwaltung - Default Pipeline auto-create - Konfigurierbare Stages (Name, Order, Probability, Color) - Deal-Count & Value Stats Deals: - CRUD mit Filtering & Pagination - Kanban Board View (grouped by stage) - Move between stages - Mark Won/Lost/Reopen - Sales Forecast (weighted pipeline) - Statistics (win rate, avg deal size) - Contact & Company Relations Task: #10 Pipeline & Deal Management
This commit is contained in:
17
src/main.ts
17
src/main.ts
@@ -160,14 +160,27 @@ app.use(async (ctx, next) => {
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"DELETE /api/v1/companies/:id": "Delete company",
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},
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deals: {
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"GET /api/v1/deals": "List deals",
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"GET /api/v1/deals/pipeline": "Get pipeline view",
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"GET /api/v1/deals": "List deals with filters",
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"GET /api/v1/deals/stats": "Deal statistics",
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"GET /api/v1/deals/forecast": "Sales forecast",
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"GET /api/v1/deals/pipeline/:pipelineId": "Kanban board view",
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"GET /api/v1/deals/:id": "Get deal",
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"POST /api/v1/deals": "Create deal",
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"PUT /api/v1/deals/:id": "Update deal",
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"POST /api/v1/deals/:id/move": "Move to stage",
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"POST /api/v1/deals/:id/won": "Mark as won",
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"POST /api/v1/deals/:id/lost": "Mark as lost",
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"POST /api/v1/deals/:id/reopen": "Reopen closed deal",
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"DELETE /api/v1/deals/:id": "Delete deal",
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},
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pipelines: {
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"GET /api/v1/pipelines": "List pipelines",
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"GET /api/v1/pipelines/default": "Get/create default pipeline",
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"GET /api/v1/pipelines/:id": "Get pipeline",
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"POST /api/v1/pipelines": "Create pipeline",
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"PUT /api/v1/pipelines/:id": "Update pipeline",
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"PUT /api/v1/pipelines/:id/stages": "Update stages",
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"DELETE /api/v1/pipelines/:id": "Delete pipeline",
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},
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activities: {
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"GET /api/v1/activities": "List activities",
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501
src/repositories/deal.ts
Normal file
501
src/repositories/deal.ts
Normal file
@@ -0,0 +1,501 @@
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import { query, queryOne, execute } from "../db/connection.ts";
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// ============================================
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// DEAL REPOSITORY
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// ============================================
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export interface Deal {
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id: string;
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org_id: string;
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pipeline_id: string;
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contact_id?: string;
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company_id?: string;
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title: string;
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value?: number;
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currency: string;
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stage_id: string;
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probability?: number;
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expected_close_date?: Date;
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actual_close_date?: Date;
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status: "open" | "won" | "lost";
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lost_reason?: string;
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notes?: string;
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custom_fields: Record<string, unknown>;
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owner_id?: string;
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created_by?: string;
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created_at: Date;
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updated_at: Date;
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deleted_at?: Date;
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}
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export interface DealWithRelations extends Deal {
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contact_name?: string;
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contact_email?: string;
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company_name?: string;
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owner_name?: string;
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stage_name?: string;
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}
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export interface DealFilters {
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pipelineId?: string;
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stageId?: string;
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status?: "open" | "won" | "lost";
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ownerId?: string;
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contactId?: string;
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companyId?: string;
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minValue?: number;
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maxValue?: number;
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expectedCloseBefore?: Date;
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expectedCloseAfter?: Date;
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}
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export interface PaginationOptions {
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page: number;
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limit: number;
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sortBy?: string;
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sortOrder?: "asc" | "desc";
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}
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/**
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* List deals with filters and pagination
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*/
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export async function findAll(
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orgId: string,
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filters: DealFilters = {},
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pagination: PaginationOptions = { page: 1, limit: 20 }
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): Promise<{ deals: DealWithRelations[]; total: number }> {
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const { page, limit, sortBy = "created_at", sortOrder = "desc" } = pagination;
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const offset = (page - 1) * limit;
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const conditions: string[] = ["d.org_id = $1", "d.deleted_at IS NULL"];
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const params: unknown[] = [orgId];
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let paramIndex = 2;
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if (filters.pipelineId) {
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conditions.push(`d.pipeline_id = $${paramIndex}`);
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params.push(filters.pipelineId);
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paramIndex++;
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}
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if (filters.stageId) {
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conditions.push(`d.stage_id = $${paramIndex}`);
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params.push(filters.stageId);
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paramIndex++;
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}
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if (filters.status) {
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conditions.push(`d.status = $${paramIndex}`);
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params.push(filters.status);
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paramIndex++;
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}
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if (filters.ownerId) {
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conditions.push(`d.owner_id = $${paramIndex}`);
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params.push(filters.ownerId);
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paramIndex++;
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}
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if (filters.contactId) {
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conditions.push(`d.contact_id = $${paramIndex}`);
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params.push(filters.contactId);
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paramIndex++;
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}
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if (filters.companyId) {
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conditions.push(`d.company_id = $${paramIndex}`);
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params.push(filters.companyId);
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paramIndex++;
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}
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if (filters.minValue !== undefined) {
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conditions.push(`d.value >= $${paramIndex}`);
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params.push(filters.minValue);
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paramIndex++;
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}
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if (filters.maxValue !== undefined) {
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conditions.push(`d.value <= $${paramIndex}`);
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params.push(filters.maxValue);
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paramIndex++;
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}
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if (filters.expectedCloseBefore) {
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conditions.push(`d.expected_close_date <= $${paramIndex}`);
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params.push(filters.expectedCloseBefore);
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paramIndex++;
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}
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if (filters.expectedCloseAfter) {
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conditions.push(`d.expected_close_date >= $${paramIndex}`);
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params.push(filters.expectedCloseAfter);
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paramIndex++;
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}
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const whereClause = conditions.join(" AND ");
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// Whitelist sortBy
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const allowedSorts = ["created_at", "updated_at", "value", "expected_close_date", "title"];
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const safeSortBy = allowedSorts.includes(sortBy) ? `d.${sortBy}` : "d.created_at";
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const safeSortOrder = sortOrder === "asc" ? "ASC" : "DESC";
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// Get total count
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const countResult = await queryOne<{ count: string }>(
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`SELECT COUNT(*) as count FROM deals d WHERE ${whereClause}`,
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params
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);
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const total = parseInt(countResult?.count || "0");
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// Get deals with relations
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const deals = await query<DealWithRelations>(
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`SELECT
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d.*,
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c.first_name || ' ' || c.last_name as contact_name,
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c.email as contact_email,
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co.name as company_name,
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u.first_name || ' ' || u.last_name as owner_name
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FROM deals d
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LEFT JOIN contacts c ON c.id = d.contact_id
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LEFT JOIN companies co ON co.id = d.company_id
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LEFT JOIN users u ON u.id = d.owner_id
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WHERE ${whereClause}
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ORDER BY ${safeSortBy} ${safeSortOrder}
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LIMIT $${paramIndex} OFFSET $${paramIndex + 1}`,
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[...params, limit, offset]
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);
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return { deals, total };
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}
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/**
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* Get pipeline view (deals grouped by stage)
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*/
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export async function getPipelineView(
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orgId: string,
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pipelineId: string
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): Promise<Map<string, DealWithRelations[]>> {
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const deals = await query<DealWithRelations>(
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`SELECT
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d.*,
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c.first_name || ' ' || c.last_name as contact_name,
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c.email as contact_email,
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co.name as company_name,
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u.first_name || ' ' || u.last_name as owner_name
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FROM deals d
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LEFT JOIN contacts c ON c.id = d.contact_id
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LEFT JOIN companies co ON co.id = d.company_id
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LEFT JOIN users u ON u.id = d.owner_id
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WHERE d.org_id = $1 AND d.pipeline_id = $2 AND d.status = 'open' AND d.deleted_at IS NULL
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ORDER BY d.created_at ASC`,
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[orgId, pipelineId]
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);
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// Group by stage_id
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const grouped = new Map<string, DealWithRelations[]>();
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for (const deal of deals) {
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const stageDeals = grouped.get(deal.stage_id) || [];
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stageDeals.push(deal);
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grouped.set(deal.stage_id, stageDeals);
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}
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return grouped;
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}
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/**
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* Find deal by ID
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*/
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export async function findById(orgId: string, dealId: string): Promise<DealWithRelations | null> {
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const rows = await query<DealWithRelations>(
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`SELECT
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d.*,
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c.first_name || ' ' || c.last_name as contact_name,
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c.email as contact_email,
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co.name as company_name,
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u.first_name || ' ' || u.last_name as owner_name
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FROM deals d
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LEFT JOIN contacts c ON c.id = d.contact_id
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LEFT JOIN companies co ON co.id = d.company_id
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LEFT JOIN users u ON u.id = d.owner_id
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WHERE d.id = $1 AND d.org_id = $2 AND d.deleted_at IS NULL`,
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[dealId, orgId]
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);
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return rows[0] || null;
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}
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/**
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* Create a new deal
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*/
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export async function create(data: {
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orgId: string;
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pipelineId: string;
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title: string;
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stageId: string;
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contactId?: string;
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companyId?: string;
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value?: number;
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currency?: string;
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probability?: number;
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expectedCloseDate?: Date;
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notes?: string;
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customFields?: Record<string, unknown>;
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ownerId?: string;
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createdBy?: string;
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}): Promise<Deal> {
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const rows = await query<Deal>(
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`INSERT INTO deals (
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org_id, pipeline_id, title, stage_id, contact_id, company_id,
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value, currency, probability, expected_close_date, notes,
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custom_fields, owner_id, created_by, status
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) VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13, $14, 'open')
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RETURNING *`,
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[
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data.orgId,
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data.pipelineId,
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data.title,
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data.stageId,
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data.contactId || null,
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data.companyId || null,
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data.value || null,
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data.currency || "EUR",
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data.probability || null,
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data.expectedCloseDate || null,
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data.notes || null,
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JSON.stringify(data.customFields || {}),
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data.ownerId || null,
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data.createdBy || null,
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]
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);
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return rows[0];
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}
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/**
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* Update deal
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*/
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export async function update(
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orgId: string,
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dealId: string,
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data: Partial<{
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title: string;
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contactId: string | null;
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companyId: string | null;
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value: number;
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currency: string;
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probability: number;
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expectedCloseDate: Date | null;
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notes: string;
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customFields: Record<string, unknown>;
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ownerId: string | null;
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}>
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): Promise<Deal | null> {
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const updates: string[] = [];
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const params: unknown[] = [];
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let paramIndex = 1;
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const fieldMap: Record<string, string> = {
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title: "title",
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contactId: "contact_id",
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companyId: "company_id",
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value: "value",
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currency: "currency",
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probability: "probability",
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expectedCloseDate: "expected_close_date",
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notes: "notes",
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customFields: "custom_fields",
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ownerId: "owner_id",
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};
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for (const [key, dbField] of Object.entries(fieldMap)) {
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if (key in data) {
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const value = data[key as keyof typeof data];
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if (key === "customFields") {
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updates.push(`${dbField} = $${paramIndex}::jsonb`);
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params.push(JSON.stringify(value));
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} else {
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updates.push(`${dbField} = $${paramIndex}`);
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params.push(value);
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}
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paramIndex++;
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}
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}
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if (updates.length === 0) {
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return await findById(orgId, dealId) as Deal | null;
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}
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params.push(dealId, orgId);
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const rows = await query<Deal>(
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`UPDATE deals SET ${updates.join(", ")}
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WHERE id = $${paramIndex} AND org_id = $${paramIndex + 1} AND deleted_at IS NULL
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RETURNING *`,
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params
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);
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return rows[0] || null;
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}
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/**
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* Move deal to a different stage
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*/
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export async function moveToStage(
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orgId: string,
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dealId: string,
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stageId: string,
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probability?: number
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): Promise<Deal | null> {
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const rows = await query<Deal>(
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`UPDATE deals
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SET stage_id = $1, probability = COALESCE($2, probability)
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WHERE id = $3 AND org_id = $4 AND deleted_at IS NULL
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RETURNING *`,
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[stageId, probability || null, dealId, orgId]
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);
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return rows[0] || null;
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}
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/**
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* Mark deal as won
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*/
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export async function markWon(orgId: string, dealId: string): Promise<Deal | null> {
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const rows = await query<Deal>(
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`UPDATE deals
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SET status = 'won', actual_close_date = NOW(), probability = 100
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WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL
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RETURNING *`,
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[dealId, orgId]
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);
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return rows[0] || null;
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}
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/**
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* Mark deal as lost
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*/
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export async function markLost(
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orgId: string,
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dealId: string,
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reason?: string
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): Promise<Deal | null> {
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const rows = await query<Deal>(
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`UPDATE deals
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SET status = 'lost', actual_close_date = NOW(), probability = 0, lost_reason = $1
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WHERE id = $2 AND org_id = $3 AND deleted_at IS NULL
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RETURNING *`,
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[reason || null, dealId, orgId]
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);
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return rows[0] || null;
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}
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/**
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* Reopen a closed deal
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*/
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export async function reopen(orgId: string, dealId: string): Promise<Deal | null> {
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const rows = await query<Deal>(
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`UPDATE deals
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SET status = 'open', actual_close_date = NULL, lost_reason = NULL
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WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL
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RETURNING *`,
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[dealId, orgId]
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);
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return rows[0] || null;
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}
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/**
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* Soft delete deal
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*/
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export async function softDelete(orgId: string, dealId: string): Promise<boolean> {
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const count = await execute(
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`UPDATE deals SET deleted_at = NOW() WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL`,
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[dealId, orgId]
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);
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return count > 0;
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}
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/**
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* Get deal statistics
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*/
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export async function getStats(orgId: string, pipelineId?: string): Promise<{
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totalOpen: number;
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totalWon: number;
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totalLost: number;
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openValue: number;
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wonValue: number;
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avgDealSize: number;
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winRate: number;
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}> {
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const pipelineCondition = pipelineId ? `AND pipeline_id = $2` : "";
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const params = pipelineId ? [orgId, pipelineId] : [orgId];
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const result = await queryOne<{
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total_open: string;
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total_won: string;
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total_lost: string;
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open_value: string;
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won_value: string;
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avg_deal_size: string;
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}>(
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`SELECT
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COUNT(*) FILTER (WHERE status = 'open') as total_open,
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COUNT(*) FILTER (WHERE status = 'won') as total_won,
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COUNT(*) FILTER (WHERE status = 'lost') as total_lost,
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COALESCE(SUM(value) FILTER (WHERE status = 'open'), 0) as open_value,
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COALESCE(SUM(value) FILTER (WHERE status = 'won'), 0) as won_value,
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COALESCE(AVG(value) FILTER (WHERE status = 'won'), 0) as avg_deal_size
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FROM deals
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WHERE org_id = $1 AND deleted_at IS NULL ${pipelineCondition}`,
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params
|
||||
);
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const totalWon = parseInt(result?.total_won || "0");
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const totalLost = parseInt(result?.total_lost || "0");
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const winRate = totalWon + totalLost > 0
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? (totalWon / (totalWon + totalLost)) * 100
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: 0;
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||||
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return {
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||||
totalOpen: parseInt(result?.total_open || "0"),
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||||
totalWon,
|
||||
totalLost,
|
||||
openValue: parseFloat(result?.open_value || "0"),
|
||||
wonValue: parseFloat(result?.won_value || "0"),
|
||||
avgDealSize: parseFloat(result?.avg_deal_size || "0"),
|
||||
winRate: Math.round(winRate * 10) / 10,
|
||||
};
|
||||
}
|
||||
|
||||
/**
|
||||
* Get forecast (weighted pipeline value)
|
||||
*/
|
||||
export async function getForecast(orgId: string, months: number = 3): Promise<{
|
||||
month: string;
|
||||
expectedValue: number;
|
||||
weightedValue: number;
|
||||
dealCount: number;
|
||||
}[]> {
|
||||
const rows = await query<{
|
||||
month: string;
|
||||
expected_value: string;
|
||||
weighted_value: string;
|
||||
deal_count: string;
|
||||
}>(
|
||||
`SELECT
|
||||
TO_CHAR(expected_close_date, 'YYYY-MM') as month,
|
||||
COALESCE(SUM(value), 0) as expected_value,
|
||||
COALESCE(SUM(value * probability / 100), 0) as weighted_value,
|
||||
COUNT(*) as deal_count
|
||||
FROM deals
|
||||
WHERE org_id = $1
|
||||
AND status = 'open'
|
||||
AND deleted_at IS NULL
|
||||
AND expected_close_date >= CURRENT_DATE
|
||||
AND expected_close_date < CURRENT_DATE + INTERVAL '${months} months'
|
||||
GROUP BY TO_CHAR(expected_close_date, 'YYYY-MM')
|
||||
ORDER BY month`,
|
||||
[orgId]
|
||||
);
|
||||
|
||||
return rows.map(r => ({
|
||||
month: r.month,
|
||||
expectedValue: parseFloat(r.expected_value),
|
||||
weightedValue: parseFloat(r.weighted_value),
|
||||
dealCount: parseInt(r.deal_count),
|
||||
}));
|
||||
}
|
||||
212
src/repositories/pipeline.ts
Normal file
212
src/repositories/pipeline.ts
Normal file
@@ -0,0 +1,212 @@
|
||||
import { query, queryOne, execute } from "../db/connection.ts";
|
||||
|
||||
// ============================================
|
||||
// PIPELINE REPOSITORY
|
||||
// ============================================
|
||||
|
||||
export interface PipelineStage {
|
||||
id: string;
|
||||
name: string;
|
||||
order: number;
|
||||
probability: number;
|
||||
color: string;
|
||||
}
|
||||
|
||||
export interface Pipeline {
|
||||
id: string;
|
||||
org_id: string;
|
||||
name: string;
|
||||
is_default: boolean;
|
||||
stages: PipelineStage[];
|
||||
created_at: Date;
|
||||
updated_at: Date;
|
||||
deleted_at?: Date;
|
||||
}
|
||||
|
||||
export interface PipelineWithStats extends Pipeline {
|
||||
deal_count: number;
|
||||
total_value: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* List all pipelines for organization
|
||||
*/
|
||||
export async function findAll(orgId: string): Promise<PipelineWithStats[]> {
|
||||
return await query<PipelineWithStats>(
|
||||
`SELECT
|
||||
p.*,
|
||||
COALESCE(d.deal_count, 0)::int as deal_count,
|
||||
COALESCE(d.total_value, 0)::numeric as total_value
|
||||
FROM pipelines p
|
||||
LEFT JOIN (
|
||||
SELECT pipeline_id, COUNT(*) as deal_count, SUM(value) as total_value
|
||||
FROM deals
|
||||
WHERE deleted_at IS NULL AND status = 'open'
|
||||
GROUP BY pipeline_id
|
||||
) d ON d.pipeline_id = p.id
|
||||
WHERE p.org_id = $1 AND p.deleted_at IS NULL
|
||||
ORDER BY p.is_default DESC, p.name ASC`,
|
||||
[orgId]
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Find pipeline by ID
|
||||
*/
|
||||
export async function findById(orgId: string, pipelineId: string): Promise<Pipeline | null> {
|
||||
return await queryOne<Pipeline>(
|
||||
`SELECT * FROM pipelines WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL`,
|
||||
[pipelineId, orgId]
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Get default pipeline for organization
|
||||
*/
|
||||
export async function getDefault(orgId: string): Promise<Pipeline | null> {
|
||||
return await queryOne<Pipeline>(
|
||||
`SELECT * FROM pipelines WHERE org_id = $1 AND is_default = TRUE AND deleted_at IS NULL`,
|
||||
[orgId]
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Create a new pipeline
|
||||
*/
|
||||
export async function create(data: {
|
||||
orgId: string;
|
||||
name: string;
|
||||
isDefault?: boolean;
|
||||
stages?: PipelineStage[];
|
||||
}): Promise<Pipeline> {
|
||||
// If this is default, unset other defaults
|
||||
if (data.isDefault) {
|
||||
await execute(
|
||||
`UPDATE pipelines SET is_default = FALSE WHERE org_id = $1`,
|
||||
[data.orgId]
|
||||
);
|
||||
}
|
||||
|
||||
// Default stages if not provided
|
||||
const stages = data.stages || getDefaultStages();
|
||||
|
||||
const rows = await query<Pipeline>(
|
||||
`INSERT INTO pipelines (org_id, name, is_default, stages)
|
||||
VALUES ($1, $2, $3, $4)
|
||||
RETURNING *`,
|
||||
[data.orgId, data.name, data.isDefault || false, JSON.stringify(stages)]
|
||||
);
|
||||
return rows[0];
|
||||
}
|
||||
|
||||
/**
|
||||
* Update pipeline
|
||||
*/
|
||||
export async function update(
|
||||
orgId: string,
|
||||
pipelineId: string,
|
||||
data: Partial<{ name: string; isDefault: boolean }>
|
||||
): Promise<Pipeline | null> {
|
||||
const updates: string[] = [];
|
||||
const params: unknown[] = [];
|
||||
let paramIndex = 1;
|
||||
|
||||
if (data.name !== undefined) {
|
||||
updates.push(`name = $${paramIndex}`);
|
||||
params.push(data.name);
|
||||
paramIndex++;
|
||||
}
|
||||
|
||||
if (data.isDefault !== undefined) {
|
||||
// Unset other defaults first
|
||||
if (data.isDefault) {
|
||||
await execute(
|
||||
`UPDATE pipelines SET is_default = FALSE WHERE org_id = $1`,
|
||||
[orgId]
|
||||
);
|
||||
}
|
||||
updates.push(`is_default = $${paramIndex}`);
|
||||
params.push(data.isDefault);
|
||||
paramIndex++;
|
||||
}
|
||||
|
||||
if (updates.length === 0) {
|
||||
return await findById(orgId, pipelineId);
|
||||
}
|
||||
|
||||
params.push(pipelineId, orgId);
|
||||
|
||||
const rows = await query<Pipeline>(
|
||||
`UPDATE pipelines SET ${updates.join(", ")}
|
||||
WHERE id = $${paramIndex} AND org_id = $${paramIndex + 1} AND deleted_at IS NULL
|
||||
RETURNING *`,
|
||||
params
|
||||
);
|
||||
|
||||
return rows[0] || null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Update pipeline stages
|
||||
*/
|
||||
export async function updateStages(
|
||||
orgId: string,
|
||||
pipelineId: string,
|
||||
stages: PipelineStage[]
|
||||
): Promise<Pipeline | null> {
|
||||
const rows = await query<Pipeline>(
|
||||
`UPDATE pipelines SET stages = $1
|
||||
WHERE id = $2 AND org_id = $3 AND deleted_at IS NULL
|
||||
RETURNING *`,
|
||||
[JSON.stringify(stages), pipelineId, orgId]
|
||||
);
|
||||
return rows[0] || null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Delete pipeline (soft delete)
|
||||
*/
|
||||
export async function softDelete(orgId: string, pipelineId: string): Promise<boolean> {
|
||||
// Check if pipeline has deals
|
||||
const dealCount = await queryOne<{ count: string }>(
|
||||
`SELECT COUNT(*) as count FROM deals WHERE pipeline_id = $1 AND deleted_at IS NULL`,
|
||||
[pipelineId]
|
||||
);
|
||||
|
||||
if (parseInt(dealCount?.count || "0") > 0) {
|
||||
throw new Error("Cannot delete pipeline with active deals");
|
||||
}
|
||||
|
||||
const count = await execute(
|
||||
`UPDATE pipelines SET deleted_at = NOW() WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL`,
|
||||
[pipelineId, orgId]
|
||||
);
|
||||
return count > 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Create default pipeline for new organization
|
||||
*/
|
||||
export async function createDefaultForOrg(orgId: string): Promise<Pipeline> {
|
||||
return await create({
|
||||
orgId,
|
||||
name: "Sales Pipeline",
|
||||
isDefault: true,
|
||||
stages: getDefaultStages(),
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Get default stage configuration
|
||||
*/
|
||||
function getDefaultStages(): PipelineStage[] {
|
||||
return [
|
||||
{ id: crypto.randomUUID(), name: "Lead", order: 1, probability: 10, color: "#94a3b8" },
|
||||
{ id: crypto.randomUUID(), name: "Qualifiziert", order: 2, probability: 25, color: "#60a5fa" },
|
||||
{ id: crypto.randomUUID(), name: "Angebot", order: 3, probability: 50, color: "#c084fc" },
|
||||
{ id: crypto.randomUUID(), name: "Verhandlung", order: 4, probability: 75, color: "#fb923c" },
|
||||
{ id: crypto.randomUUID(), name: "Abschluss", order: 5, probability: 100, color: "#4ade80" },
|
||||
];
|
||||
}
|
||||
|
||||
export { getDefaultStages };
|
||||
@@ -1,218 +1,403 @@
|
||||
import { Router } from "@oak/oak";
|
||||
import { z } from "zod";
|
||||
import * as dealRepo from "../repositories/deal.ts";
|
||||
import * as pipelineRepo from "../repositories/pipeline.ts";
|
||||
import { requireAuth } from "../middleware/auth.ts";
|
||||
import type { AuthState } from "../types/index.ts";
|
||||
|
||||
const router = new Router({ prefix: "/api/v1/deals" });
|
||||
const router = new Router<AuthState>({ prefix: "/api/v1/deals" });
|
||||
|
||||
// ============================================
|
||||
// VALIDATION SCHEMAS
|
||||
// ============================================
|
||||
|
||||
const createDealSchema = z.object({
|
||||
title: z.string().min(1).max(200),
|
||||
pipelineId: z.string().uuid(),
|
||||
stageId: z.string().uuid(),
|
||||
contactId: z.string().uuid().optional().nullable(),
|
||||
companyId: z.string().uuid().optional().nullable(),
|
||||
value: z.number().min(0).optional().nullable(),
|
||||
currency: z.string().length(3).default("EUR"),
|
||||
probability: z.number().int().min(0).max(100).optional().nullable(),
|
||||
expectedCloseDate: z.string().datetime().optional().nullable(),
|
||||
notes: z.string().optional().nullable(),
|
||||
customFields: z.record(z.unknown()).optional().default({}),
|
||||
ownerId: z.string().uuid().optional().nullable(),
|
||||
});
|
||||
|
||||
const updateDealSchema = z.object({
|
||||
title: z.string().min(1).max(200).optional(),
|
||||
contactId: z.string().uuid().optional().nullable(),
|
||||
companyId: z.string().uuid().optional().nullable(),
|
||||
value: z.number().min(0).optional().nullable(),
|
||||
currency: z.string().length(3).optional(),
|
||||
probability: z.number().int().min(0).max(100).optional().nullable(),
|
||||
expectedCloseDate: z.string().datetime().optional().nullable(),
|
||||
notes: z.string().optional().nullable(),
|
||||
customFields: z.record(z.unknown()).optional(),
|
||||
ownerId: z.string().uuid().optional().nullable(),
|
||||
});
|
||||
|
||||
const moveDealSchema = z.object({
|
||||
stageId: z.string().uuid(),
|
||||
probability: z.number().int().min(0).max(100).optional(),
|
||||
});
|
||||
|
||||
const lostReasonSchema = z.object({
|
||||
reason: z.string().max(255).optional(),
|
||||
});
|
||||
|
||||
const listQuerySchema = z.object({
|
||||
page: z.coerce.number().min(1).default(1),
|
||||
limit: z.coerce.number().min(1).max(100).default(20),
|
||||
pipelineId: z.string().uuid().optional(),
|
||||
stageId: z.string().uuid().optional(),
|
||||
status: z.enum(["open", "won", "lost"]).optional(),
|
||||
ownerId: z.string().uuid().optional(),
|
||||
contactId: z.string().uuid().optional(),
|
||||
companyId: z.string().uuid().optional(),
|
||||
minValue: z.coerce.number().optional(),
|
||||
maxValue: z.coerce.number().optional(),
|
||||
sortBy: z.enum(["created_at", "updated_at", "value", "expected_close_date", "title"]).default("created_at"),
|
||||
sortOrder: z.enum(["asc", "desc"]).default("desc"),
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// ROUTES
|
||||
// ============================================
|
||||
|
||||
// GET /api/v1/deals - List deals
|
||||
router.get("/", async (ctx) => {
|
||||
const query = ctx.request.url.searchParams;
|
||||
const page = parseInt(query.get("page") || "1");
|
||||
const limit = parseInt(query.get("limit") || "20");
|
||||
const pipelineId = query.get("pipelineId");
|
||||
const stageId = query.get("stageId");
|
||||
const status = query.get("status"); // open, won, lost
|
||||
const ownerId = query.get("ownerId");
|
||||
router.get("/", requireAuth, async (ctx) => {
|
||||
const queryParams = Object.fromEntries(ctx.request.url.searchParams);
|
||||
const result = listQuerySchema.safeParse(queryParams);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid query parameters" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const { page, limit, sortBy, sortOrder, ...filters } = result.data;
|
||||
|
||||
const { deals, total } = await dealRepo.findAll(
|
||||
ctx.state.orgId,
|
||||
filters,
|
||||
{ page, limit, sortBy, sortOrder }
|
||||
);
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: [
|
||||
{
|
||||
id: "deal-1",
|
||||
title: "TechStart CRM Implementation",
|
||||
value: 25000,
|
||||
currency: "EUR",
|
||||
stage: { id: "proposal", name: "Angebot" },
|
||||
status: "open",
|
||||
probability: 50,
|
||||
expectedCloseDate: "2026-03-15",
|
||||
contact: { id: "contact-1", name: "Sarah Müller" },
|
||||
company: { id: "comp-1", name: "TechStart GmbH" },
|
||||
owner: { id: "user-1", name: "Max Mustermann" },
|
||||
createdAt: "2026-01-20T10:00:00Z",
|
||||
data: deals.map(formatDeal),
|
||||
meta: {
|
||||
page,
|
||||
limit,
|
||||
total,
|
||||
totalPages: Math.ceil(total / limit),
|
||||
},
|
||||
],
|
||||
meta: { page, limit, total: 45, totalPages: 3 },
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/pipeline - Get deals grouped by stage (Kanban)
|
||||
router.get("/pipeline", async (ctx) => {
|
||||
const pipelineId = ctx.request.url.searchParams.get("pipelineId");
|
||||
// GET /api/v1/deals/stats - Get deal statistics
|
||||
router.get("/stats", requireAuth, async (ctx) => {
|
||||
const pipelineId = ctx.request.url.searchParams.get("pipelineId") || undefined;
|
||||
const stats = await dealRepo.getStats(ctx.state.orgId, pipelineId);
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: stats,
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/forecast - Get sales forecast
|
||||
router.get("/forecast", requireAuth, async (ctx) => {
|
||||
const months = parseInt(ctx.request.url.searchParams.get("months") || "3");
|
||||
const forecast = await dealRepo.getForecast(ctx.state.orgId, Math.min(months, 12));
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: forecast,
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/pipeline/:pipelineId - Get pipeline view (Kanban)
|
||||
router.get("/pipeline/:pipelineId", requireAuth, async (ctx) => {
|
||||
const pipeline = await pipelineRepo.findById(ctx.state.orgId, ctx.params.pipelineId);
|
||||
|
||||
if (!pipeline) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const dealsByStage = await dealRepo.getPipelineView(ctx.state.orgId, ctx.params.pipelineId);
|
||||
|
||||
// Parse stages
|
||||
const stages = typeof pipeline.stages === "string"
|
||||
? JSON.parse(pipeline.stages)
|
||||
: pipeline.stages;
|
||||
|
||||
// Build response with stages and their deals
|
||||
const pipelineView = stages
|
||||
.sort((a: pipelineRepo.PipelineStage, b: pipelineRepo.PipelineStage) => a.order - b.order)
|
||||
.map((stage: pipelineRepo.PipelineStage) => {
|
||||
const stageDeals = dealsByStage.get(stage.id) || [];
|
||||
return {
|
||||
...stage,
|
||||
deals: stageDeals.map(formatDeal),
|
||||
totalValue: stageDeals.reduce((sum, d) => sum + (d.value || 0), 0),
|
||||
dealCount: stageDeals.length,
|
||||
};
|
||||
});
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: {
|
||||
pipeline: {
|
||||
id: "pipeline-1",
|
||||
name: "Sales Pipeline",
|
||||
},
|
||||
stages: [
|
||||
{
|
||||
id: "lead",
|
||||
name: "Lead",
|
||||
deals: [{ id: "deal-2", title: "New Lead", value: 10000 }],
|
||||
totalValue: 10000,
|
||||
count: 1,
|
||||
},
|
||||
{
|
||||
id: "qualified",
|
||||
name: "Qualifiziert",
|
||||
deals: [{ id: "deal-3", title: "DataFlow", value: 15000 }],
|
||||
totalValue: 15000,
|
||||
count: 1,
|
||||
},
|
||||
{
|
||||
id: "proposal",
|
||||
name: "Angebot",
|
||||
deals: [{ id: "deal-1", title: "TechStart", value: 25000 }],
|
||||
totalValue: 25000,
|
||||
count: 1,
|
||||
},
|
||||
{
|
||||
id: "negotiation",
|
||||
name: "Verhandlung",
|
||||
deals: [{ id: "deal-4", title: "ScaleUp", value: 50000 }],
|
||||
totalValue: 50000,
|
||||
count: 1,
|
||||
},
|
||||
],
|
||||
summary: {
|
||||
totalValue: 100000,
|
||||
weightedValue: 47500, // Based on probability
|
||||
totalDeals: 4,
|
||||
id: pipeline.id,
|
||||
name: pipeline.name,
|
||||
},
|
||||
stages: pipelineView,
|
||||
},
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/:id - Get single deal
|
||||
router.get("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.get("/:id", requireAuth, async (ctx) => {
|
||||
const deal = await dealRepo.findById(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
if (!deal) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: {
|
||||
id,
|
||||
title: "TechStart CRM Implementation",
|
||||
value: 25000,
|
||||
currency: "EUR",
|
||||
pipeline: { id: "pipeline-1", name: "Sales Pipeline" },
|
||||
stage: { id: "proposal", name: "Angebot", probability: 50 },
|
||||
status: "open",
|
||||
expectedCloseDate: "2026-03-15",
|
||||
contact: {
|
||||
id: "contact-1",
|
||||
firstName: "Sarah",
|
||||
lastName: "Müller",
|
||||
email: "sarah@techstart.de",
|
||||
},
|
||||
company: {
|
||||
id: "comp-1",
|
||||
name: "TechStart GmbH",
|
||||
},
|
||||
owner: {
|
||||
id: "user-1",
|
||||
firstName: "Max",
|
||||
lastName: "Mustermann",
|
||||
},
|
||||
tags: ["Enterprise"],
|
||||
customFields: {},
|
||||
createdAt: "2026-01-20T10:00:00Z",
|
||||
updatedAt: "2026-02-05T09:00:00Z",
|
||||
},
|
||||
data: formatDeal(deal),
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/deals - Create deal
|
||||
router.post("/", async (ctx) => {
|
||||
router.post("/", requireAuth, async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const result = createDealSchema.safeParse(body);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input", details: result.error.errors },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const data = result.data;
|
||||
|
||||
// Verify pipeline exists and stage is valid
|
||||
const pipeline = await pipelineRepo.findById(ctx.state.orgId, data.pipelineId);
|
||||
if (!pipeline) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "INVALID_PIPELINE", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const stages = typeof pipeline.stages === "string"
|
||||
? JSON.parse(pipeline.stages)
|
||||
: pipeline.stages;
|
||||
|
||||
const validStage = stages.find((s: pipelineRepo.PipelineStage) => s.id === data.stageId);
|
||||
if (!validStage) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "INVALID_STAGE", message: "Stage not found in pipeline" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const deal = await dealRepo.create({
|
||||
orgId: ctx.state.orgId,
|
||||
pipelineId: data.pipelineId,
|
||||
title: data.title,
|
||||
stageId: data.stageId,
|
||||
contactId: data.contactId || undefined,
|
||||
companyId: data.companyId || undefined,
|
||||
value: data.value || undefined,
|
||||
currency: data.currency,
|
||||
probability: data.probability ?? validStage.probability,
|
||||
expectedCloseDate: data.expectedCloseDate ? new Date(data.expectedCloseDate) : undefined,
|
||||
notes: data.notes || undefined,
|
||||
customFields: data.customFields,
|
||||
ownerId: data.ownerId || ctx.state.user.id,
|
||||
createdBy: ctx.state.user.id,
|
||||
});
|
||||
|
||||
ctx.response.status = 201;
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Deal created",
|
||||
data: {
|
||||
id: "new-deal-uuid",
|
||||
...body,
|
||||
createdAt: new Date().toISOString(),
|
||||
},
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
};
|
||||
});
|
||||
|
||||
// PUT /api/v1/deals/:id - Update deal
|
||||
router.put("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.put("/:id", requireAuth, async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const result = updateDealSchema.safeParse(body);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input", details: result.error.errors },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const existing = await dealRepo.findById(ctx.state.orgId, ctx.params.id);
|
||||
if (!existing) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const data = result.data;
|
||||
const deal = await dealRepo.update(ctx.state.orgId, ctx.params.id, {
|
||||
...data,
|
||||
expectedCloseDate: data.expectedCloseDate ? new Date(data.expectedCloseDate) : undefined,
|
||||
});
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Deal updated",
|
||||
data: {
|
||||
id,
|
||||
...body,
|
||||
updatedAt: new Date().toISOString(),
|
||||
},
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/deals/:id/move - Move deal to different stage
|
||||
router.post("/:id/move", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.post("/:id/move", requireAuth, async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const { stageId } = body;
|
||||
const result = moveDealSchema.safeParse(body);
|
||||
|
||||
// TODO: Implement stage move
|
||||
// 1. Validate stage exists in pipeline
|
||||
// 2. Update deal
|
||||
// 3. Log activity
|
||||
// 4. Trigger webhooks
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const deal = await dealRepo.moveToStage(
|
||||
ctx.state.orgId,
|
||||
ctx.params.id,
|
||||
result.data.stageId,
|
||||
result.data.probability
|
||||
);
|
||||
|
||||
if (!deal) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Deal moved",
|
||||
data: {
|
||||
id,
|
||||
stageId,
|
||||
updatedAt: new Date().toISOString(),
|
||||
},
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/deals/:id/won - Mark deal as won
|
||||
router.post("/:id/won", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.post("/:id/won", requireAuth, async (ctx) => {
|
||||
const deal = await dealRepo.markWon(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
if (!deal) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Deal marked as won",
|
||||
data: {
|
||||
id,
|
||||
status: "won",
|
||||
actualCloseDate: new Date().toISOString(),
|
||||
},
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
message: "Deal marked as won! 🎉",
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/deals/:id/lost - Mark deal as lost
|
||||
router.post("/:id/lost", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
const body = await ctx.request.body.json();
|
||||
const { reason } = body;
|
||||
router.post("/:id/lost", requireAuth, async (ctx) => {
|
||||
const body = await ctx.request.body.json().catch(() => ({}));
|
||||
const result = lostReasonSchema.safeParse(body);
|
||||
const reason = result.success ? result.data.reason : undefined;
|
||||
|
||||
const deal = await dealRepo.markLost(ctx.state.orgId, ctx.params.id, reason);
|
||||
|
||||
if (!deal) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Deal marked as lost",
|
||||
data: {
|
||||
id,
|
||||
status: "lost",
|
||||
lostReason: reason,
|
||||
actualCloseDate: new Date().toISOString(),
|
||||
},
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/deals/:id/reopen - Reopen a closed deal
|
||||
router.post("/:id/reopen", requireAuth, async (ctx) => {
|
||||
const deal = await dealRepo.reopen(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
if (!deal) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: formatDeal(deal as dealRepo.DealWithRelations),
|
||||
};
|
||||
});
|
||||
|
||||
// DELETE /api/v1/deals/:id - Delete deal
|
||||
router.delete("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.delete("/:id", requireAuth, async (ctx) => {
|
||||
const deleted = await dealRepo.softDelete(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
if (!deleted) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Deal not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
@@ -220,44 +405,43 @@ router.delete("/:id", async (ctx) => {
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/:id/activities - Get deal activities
|
||||
router.get("/:id/activities", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
// ============================================
|
||||
// HELPER FUNCTIONS
|
||||
// ============================================
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: [
|
||||
{
|
||||
id: "act-1",
|
||||
type: "note",
|
||||
subject: "Anforderungen besprochen",
|
||||
createdAt: "2026-02-01T10:00:00Z",
|
||||
},
|
||||
],
|
||||
function formatDeal(deal: dealRepo.DealWithRelations) {
|
||||
return {
|
||||
id: deal.id,
|
||||
title: deal.title,
|
||||
pipelineId: deal.pipeline_id,
|
||||
stageId: deal.stage_id,
|
||||
stageName: deal.stage_name,
|
||||
value: deal.value,
|
||||
currency: deal.currency,
|
||||
probability: deal.probability,
|
||||
status: deal.status,
|
||||
expectedCloseDate: deal.expected_close_date,
|
||||
actualCloseDate: deal.actual_close_date,
|
||||
lostReason: deal.lost_reason,
|
||||
contact: deal.contact_id ? {
|
||||
id: deal.contact_id,
|
||||
name: deal.contact_name,
|
||||
email: deal.contact_email,
|
||||
} : null,
|
||||
company: deal.company_id ? {
|
||||
id: deal.company_id,
|
||||
name: deal.company_name,
|
||||
} : null,
|
||||
owner: deal.owner_id ? {
|
||||
id: deal.owner_id,
|
||||
name: deal.owner_name,
|
||||
} : null,
|
||||
notes: deal.notes,
|
||||
customFields: deal.custom_fields,
|
||||
createdBy: deal.created_by,
|
||||
createdAt: deal.created_at,
|
||||
updatedAt: deal.updated_at,
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/deals/forecast - Sales forecast
|
||||
router.get("/forecast", async (ctx) => {
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: {
|
||||
currentMonth: {
|
||||
expected: 75000,
|
||||
weighted: 35000,
|
||||
won: 15000,
|
||||
},
|
||||
nextMonth: {
|
||||
expected: 50000,
|
||||
weighted: 20000,
|
||||
},
|
||||
quarter: {
|
||||
expected: 200000,
|
||||
weighted: 95000,
|
||||
won: 45000,
|
||||
},
|
||||
},
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
export { router as dealsRouter };
|
||||
|
||||
@@ -1,109 +1,244 @@
|
||||
import { Router } from "@oak/oak";
|
||||
import { z } from "zod";
|
||||
import * as pipelineRepo from "../repositories/pipeline.ts";
|
||||
import { requireAuth, requireRole } from "../middleware/auth.ts";
|
||||
import type { AuthState } from "../types/index.ts";
|
||||
|
||||
const router = new Router({ prefix: "/api/v1/pipelines" });
|
||||
const router = new Router<AuthState>({ prefix: "/api/v1/pipelines" });
|
||||
|
||||
// ============================================
|
||||
// VALIDATION SCHEMAS
|
||||
// ============================================
|
||||
|
||||
const stageSchema = z.object({
|
||||
id: z.string().uuid(),
|
||||
name: z.string().min(1).max(50),
|
||||
order: z.number().int().min(1),
|
||||
probability: z.number().int().min(0).max(100),
|
||||
color: z.string().regex(/^#[0-9A-Fa-f]{6}$/).default("#6366f1"),
|
||||
});
|
||||
|
||||
const createPipelineSchema = z.object({
|
||||
name: z.string().min(1).max(100),
|
||||
isDefault: z.boolean().optional().default(false),
|
||||
stages: z.array(stageSchema).min(1).max(20).optional(),
|
||||
});
|
||||
|
||||
const updatePipelineSchema = z.object({
|
||||
name: z.string().min(1).max(100).optional(),
|
||||
isDefault: z.boolean().optional(),
|
||||
});
|
||||
|
||||
const updateStagesSchema = z.object({
|
||||
stages: z.array(stageSchema).min(1).max(20),
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// ROUTES
|
||||
// ============================================
|
||||
|
||||
// GET /api/v1/pipelines - List all pipelines
|
||||
router.get("/", requireAuth, async (ctx) => {
|
||||
const pipelines = await pipelineRepo.findAll(ctx.state.orgId);
|
||||
|
||||
// GET /api/v1/pipelines - List pipelines
|
||||
router.get("/", async (ctx) => {
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: [
|
||||
{
|
||||
id: "pipeline-1",
|
||||
name: "Sales Pipeline",
|
||||
isDefault: true,
|
||||
stages: [
|
||||
{ id: "lead", name: "Lead", order: 1, probability: 10 },
|
||||
{ id: "qualified", name: "Qualifiziert", order: 2, probability: 25 },
|
||||
{ id: "proposal", name: "Angebot", order: 3, probability: 50 },
|
||||
{ id: "negotiation", name: "Verhandlung", order: 4, probability: 75 },
|
||||
{ id: "closed_won", name: "Gewonnen", order: 5, probability: 100 },
|
||||
{ id: "closed_lost", name: "Verloren", order: 6, probability: 0 },
|
||||
],
|
||||
dealsCount: 15,
|
||||
totalValue: 250000,
|
||||
},
|
||||
],
|
||||
data: pipelines.map(formatPipeline),
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/pipelines/:id
|
||||
router.get("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
// GET /api/v1/pipelines/default - Get default pipeline
|
||||
router.get("/default", requireAuth, async (ctx) => {
|
||||
let pipeline = await pipelineRepo.getDefault(ctx.state.orgId);
|
||||
|
||||
// Create default pipeline if none exists
|
||||
if (!pipeline) {
|
||||
pipeline = await pipelineRepo.createDefaultForOrg(ctx.state.orgId);
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: {
|
||||
id,
|
||||
name: "Sales Pipeline",
|
||||
isDefault: true,
|
||||
stages: [
|
||||
{ id: "lead", name: "Lead", order: 1, probability: 10 },
|
||||
{ id: "qualified", name: "Qualifiziert", order: 2, probability: 25 },
|
||||
{ id: "proposal", name: "Angebot", order: 3, probability: 50 },
|
||||
{ id: "negotiation", name: "Verhandlung", order: 4, probability: 75 },
|
||||
{ id: "closed_won", name: "Gewonnen", order: 5, probability: 100 },
|
||||
{ id: "closed_lost", name: "Verloren", order: 6, probability: 0 },
|
||||
],
|
||||
},
|
||||
data: formatPipeline(pipeline as pipelineRepo.PipelineWithStats),
|
||||
};
|
||||
});
|
||||
|
||||
// GET /api/v1/pipelines/:id - Get single pipeline
|
||||
router.get("/:id", requireAuth, async (ctx) => {
|
||||
const pipeline = await pipelineRepo.findById(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
if (!pipeline) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: formatPipeline(pipeline as pipelineRepo.PipelineWithStats),
|
||||
};
|
||||
});
|
||||
|
||||
// POST /api/v1/pipelines - Create pipeline
|
||||
router.post("/", async (ctx) => {
|
||||
router.post("/", requireAuth, requireRole("owner", "admin"), async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const result = createPipelineSchema.safeParse(body);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input", details: result.error.errors },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const data = result.data;
|
||||
|
||||
// Generate IDs for stages if not provided
|
||||
const stages = data.stages?.map((stage, index) => ({
|
||||
...stage,
|
||||
id: stage.id || crypto.randomUUID(),
|
||||
order: stage.order || index + 1,
|
||||
}));
|
||||
|
||||
const pipeline = await pipelineRepo.create({
|
||||
orgId: ctx.state.orgId,
|
||||
name: data.name,
|
||||
isDefault: data.isDefault,
|
||||
stages,
|
||||
});
|
||||
|
||||
ctx.response.status = 201;
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Pipeline created",
|
||||
data: {
|
||||
id: "new-pipeline-uuid",
|
||||
...body,
|
||||
},
|
||||
data: formatPipeline(pipeline as pipelineRepo.PipelineWithStats),
|
||||
};
|
||||
});
|
||||
|
||||
// PUT /api/v1/pipelines/:id - Update pipeline
|
||||
router.put("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
router.put("/:id", requireAuth, requireRole("owner", "admin"), async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const result = updatePipelineSchema.safeParse(body);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input", details: result.error.errors },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
const pipeline = await pipelineRepo.update(ctx.state.orgId, ctx.params.id, result.data);
|
||||
|
||||
if (!pipeline) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Pipeline updated",
|
||||
data: {
|
||||
id,
|
||||
...body,
|
||||
},
|
||||
data: formatPipeline(pipeline as pipelineRepo.PipelineWithStats),
|
||||
};
|
||||
});
|
||||
|
||||
// PUT /api/v1/pipelines/:id/stages - Update stages (reorder, add, remove)
|
||||
router.put("/:id/stages", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
// PUT /api/v1/pipelines/:id/stages - Update pipeline stages
|
||||
router.put("/:id/stages", requireAuth, requireRole("owner", "admin"), async (ctx) => {
|
||||
const body = await ctx.request.body.json();
|
||||
const { stages } = body;
|
||||
const result = updateStagesSchema.safeParse(body);
|
||||
|
||||
if (!result.success) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "VALIDATION_ERROR", message: "Invalid input", details: result.error.errors },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
// Ensure stages have proper order
|
||||
const stages = result.data.stages.map((stage, index) => ({
|
||||
...stage,
|
||||
order: stage.order || index + 1,
|
||||
}));
|
||||
|
||||
const pipeline = await pipelineRepo.updateStages(ctx.state.orgId, ctx.params.id, stages);
|
||||
|
||||
if (!pipeline) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Stages updated",
|
||||
data: {
|
||||
id,
|
||||
stages,
|
||||
},
|
||||
data: formatPipeline(pipeline as pipelineRepo.PipelineWithStats),
|
||||
};
|
||||
});
|
||||
|
||||
// DELETE /api/v1/pipelines/:id
|
||||
router.delete("/:id", async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
// DELETE /api/v1/pipelines/:id - Delete pipeline
|
||||
router.delete("/:id", requireAuth, requireRole("owner", "admin"), async (ctx) => {
|
||||
try {
|
||||
const deleted = await pipelineRepo.softDelete(ctx.state.orgId, ctx.params.id);
|
||||
|
||||
// TODO: Check if pipeline has deals
|
||||
if (!deleted) {
|
||||
ctx.response.status = 404;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "NOT_FOUND", message: "Pipeline not found" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
message: "Pipeline deleted",
|
||||
};
|
||||
} catch (error) {
|
||||
if (error.message?.includes("active deals")) {
|
||||
ctx.response.status = 400;
|
||||
ctx.response.body = {
|
||||
success: false,
|
||||
error: { code: "HAS_DEALS", message: "Cannot delete pipeline with active deals" },
|
||||
};
|
||||
return;
|
||||
}
|
||||
throw error;
|
||||
}
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// HELPER FUNCTIONS
|
||||
// ============================================
|
||||
|
||||
function formatPipeline(pipeline: pipelineRepo.PipelineWithStats) {
|
||||
// Parse stages if it's a string
|
||||
const stages = typeof pipeline.stages === "string"
|
||||
? JSON.parse(pipeline.stages)
|
||||
: pipeline.stages;
|
||||
|
||||
return {
|
||||
id: pipeline.id,
|
||||
name: pipeline.name,
|
||||
isDefault: pipeline.is_default,
|
||||
stages: stages.sort((a: pipelineRepo.PipelineStage, b: pipelineRepo.PipelineStage) => a.order - b.order),
|
||||
stats: {
|
||||
dealCount: pipeline.deal_count || 0,
|
||||
totalValue: pipeline.total_value || 0,
|
||||
},
|
||||
createdAt: pipeline.created_at,
|
||||
updatedAt: pipeline.updated_at,
|
||||
};
|
||||
}
|
||||
|
||||
export { router as pipelinesRouter };
|
||||
|
||||
Reference in New Issue
Block a user