feat(phase-4b): backend business-logic, 8 entities, 32 endpoints, 58 tests

app/services/dashboard_service.py

@@ -0,0 +1,66 @@
+"""Dashboard service: KPIs and activity feed."""
+
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from decimal import Decimal
+
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.activity import Activity
+from app.models.deal import Deal, DealStage
+from app.services._base import OrgScopedQuery
+
+
+async def get_kpis(db: AsyncSession, *, org_id: int) -> dict[str, object]:
+    """Compute headline KPIs for the org's dashboard."""
+    scoped = OrgScopedQuery(Deal, db, org_id=org_id)
+    open_stages = (DealStage.lead, DealStage.qualified, DealStage.proposal, DealStage.negotiation)
+
+    all_deals = await scoped.list(skip=0, limit=10_000, order_by=Deal.id)
+    open_deals = [d for d in all_deals if d.stage in open_stages]
+    open_deals_count = len(open_deals)
+
+    pipeline_value = float(
+        sum((d.value for d in open_deals), Decimal("0"))
+    )
+
+    now = datetime.now(UTC)
+    # SQLite returns naive datetimes; strip tz for comparison
+    month_start = now.replace(tzinfo=None, day=1, hour=0, minute=0, second=0, microsecond=0)
+    won_this_month = [
+        d for d in all_deals
+        if d.stage == DealStage.won and d.created_at >= month_start
+    ]
+    won_count = len(won_this_month)
+
+    won_total = sum(1 for d in all_deals if d.stage == DealStage.won)
+    lost_total = sum(1 for d in all_deals if d.stage == DealStage.lost)
+    if won_total + lost_total == 0:
+        conversion_rate = 0.0
+    else:
+        conversion_rate = round((won_total / (won_total + lost_total)) * 100, 2)
+
+    return {
+        "open_deals_count": open_deals_count,
+        "pipeline_value": pipeline_value,
+        "won_this_month": won_count,
+        "conversion_rate": conversion_rate,
+    }
+
+
+async def get_activity_feed(
+    db: AsyncSession, *, org_id: int, limit: int = 20
+) -> list[Activity]:
+    """Return the most recent activities, ordered by created_at desc."""
+    result = await db.execute(
+        select(Activity)
+        .where(Activity.org_id == org_id, Activity.deleted_at.is_(None))
+        .order_by(Activity.created_at.desc())
+        .limit(limit)
+    )
+    return list(result.scalars().all())
+
+
+__all__ = ["get_activity_feed", "get_kpis"]