informe-comercial-alfa/app/lib/queries.js

import { dv, fv, odataString } from "./dataverse";
import { derivePipelineRow, segmentoDe } from "./derive";

const OPP_SELECT = [
  "opportunityid",
  "name",
  "_ownerid_value",
  "alfa_typeopportunity",
  "alfa_tipodeventa",
  "_alfa_lineadenegocioid_value",
  "_alfa_servicioproductoid_value",
  "estimatedvalue",
  "actualvalue",
  "alfa_plandecierre",
  "alfa_envejecimiento",
  "alfa_diassinactividad",
  "estimatedclosedate",
  "actualclosedate",
  "stepname",
  "alfa_estadodelanegociacion",
  "_customerid_value",
].join(",");

// Tubería: 5 tipos de la cartera "en pipeline" (ver ALFA_Estructura_Oportunidades_CRM.md).
const PIPE_TYPE_FILTER =
  "(alfa_typeopportunity eq 100000000 or alfa_typeopportunity eq 100000003 or " +
  "alfa_typeopportunity eq 100000004 or alfa_typeopportunity eq 100000007 or alfa_typeopportunity eq 100000009)";

function chunk(arr, size) {
  const out = [];
  for (let i = 0; i < arr.length; i += size) out.push(arr.slice(i, i + size));
  return out;
}

export async function getSystemUsers(accessToken) {
  const data = await dv(
    "systemusers?$select=systemuserid,fullname,internalemailaddress&$filter=isdisabled eq false",
    accessToken
  );
  return (data.value || []).map((u) => ({
    id: u.systemuserid,
    name: u.fullname,
    email: (u.internalemailaddress || "").toLowerCase(),
  }));
}

export async function resolveOwnerId(email, accessToken) {
  if (!email) return null;
  const data = await dv(
    `systemusers?$select=systemuserid&$filter=${encodeURIComponent(
      `internalemailaddress eq '${odataString(email)}'`
    )}`,
    accessToken
  );
  return data.value?.[0]?.systemuserid || null;
}

function mapOpportunityRow(o) {
  const tipo = fv(o, "alfa_typeopportunity");
  return {
    id: o.opportunityid,
    name: o.name,
    owner: fv(o, "_ownerid_value"),
    tipo,
    segmento: segmentoDe(tipo),
    origen: fv(o, "alfa_tipodeventa"),
    linea: fv(o, "_alfa_lineadenegocioid_value"),
    servicio: fv(o, "_alfa_servicioproductoid_value"),
    est: o.estimatedvalue || 0,
    actual: o.actualvalue || 0,
    plan: fv(o, "alfa_plandecierre"),
    env: o.alfa_envejecimiento ?? null,
    dsa: o.alfa_diassinactividad ?? null,
    close: o.estimatedclosedate ? o.estimatedclosedate.slice(0, 10) : null,
    actualClose: o.actualclosedate ? o.actualclosedate.slice(0, 10) : null,
    step: o.stepname,
    estado: o.alfa_estadodelanegociacion || null,
    cliente: fv(o, "_customerid_value"),
  };
}

async function getFaseActual(oppIds, accessToken) {
  const fase = {};
  for (const batch of chunk(oppIds, 150)) {
    if (!batch.length) continue;
    const conditions = batch.map((id) => `<value>${id}</value>`).join("");
    const fetchXml =
      `<fetch><entity name="alfa_stageduration">` +
      `<attribute name="alfa_subject"/><attribute name="alfa_started"/><attribute name="alfa_opportunity"/>` +
      `<filter><condition attribute="statuscode" operator="eq" value="1"/>` +
      `<condition attribute="alfa_opportunity" operator="in">${conditions}</condition></filter>` +
      `</entity></fetch>`;
    const data = await dv(`alfa_stagedurations?fetchXml=${encodeURIComponent(fetchXml)}`, accessToken);
    for (const r of data.value || []) {
      const oid = r["_alfa_opportunity_value"] || r.alfa_opportunity;
      const started = r.alfa_started;
      const subj = (r.alfa_subject || "").replace("Fase: ", "");
      if (!fase[oid] || (started && started > fase[oid].started)) {
        fase[oid] = { fase: subj, started };
      }
    }
  }
  return fase;
}

// Motivo/competidor de cierre — viven en opportunityclose, no en opportunity (ver
// contexto_tabla_cierre_oportunidad.md). alfa_motivodecierre es el campo principal (Alfa);
// opportunitystatuscode es el respaldo estándar — en la práctica muchos cierres recientes
// solo llenan el estándar. Nos quedamos con el cierre más reciente por oportunidad.
export async function getMotivosCierre(oppIds, accessToken) {
  const motivos = {};
  for (const batch of chunk(oppIds, 150)) {
    if (!batch.length) continue;
    const conditions = batch.map((id) => `<value>${id}</value>`).join("");
    const fetchXml =
      `<fetch><entity name="opportunityclose">` +
      `<attribute name="opportunityid"/><attribute name="alfa_motivodecierre"/>` +
      `<attribute name="opportunitystatuscode"/><attribute name="alfa_competitor"/>` +
      `<attribute name="createdon"/>` +
      `<filter><condition attribute="opportunityid" operator="in">${conditions}</condition></filter>` +
      `</entity></fetch>`;
    const data = await dv(`opportunitycloses?fetchXml=${encodeURIComponent(fetchXml)}`, accessToken);
    for (const r of data.value || []) {
      const oid = r["_opportunityid_value"];
      const created = r.createdon;
      if (motivos[oid] && motivos[oid].createdon >= created) continue;
      motivos[oid] = {
        createdon: created,
        motivo: fv(r, "alfa_motivodecierre") || fv(r, "opportunitystatuscode") || null,
        competidor: fv(r, "_alfa_competitor_value"),
      };
    }
  }
  return motivos;
}

// scope: { email, locked } de ownerFilter(). email null (admin, "todos") no filtra por propietario.
export async function getPipeline(accessToken, scope) {
  let filter = `statecode eq 0 and estimatedclosedate ne null and msdyn_forecastcategory ne 100000001 and ${PIPE_TYPE_FILTER}`;
  if (scope.email) {
    const ownerId = await resolveOwnerId(scope.email, accessToken);
    if (!ownerId) return [];
    filter += ` and _ownerid_value eq ${ownerId}`;
  }
  const data = await dv(
    `opportunities?$select=${OPP_SELECT}&$filter=${encodeURIComponent(filter)}&$top=1000`,
    accessToken
  );
  const rows = (data.value || []).map(mapOpportunityRow);
  const faseMap = await getFaseActual(rows.map((r) => r.id), accessToken);
  const today = new Date();
  return rows.map((r) => derivePipelineRow(r, faseMap[r.id], today));
}

// Resuelve una sola vez el systemuserid del scope (o null si no aplica) — para reusar en varias
// llamadas a getClosed sin repetir la consulta a systemusers cada vez (ej. Tendencia, 6 meses).
export async function resolveScopeOwnerId(scope, accessToken) {
  if (!scope.email) return { none: true };
  const ownerId = await resolveOwnerId(scope.email, accessToken);
  return { none: false, ownerId };
}

// statecode: 1 = ganadas, 2 = perdidas. month: "YYYY-MM", filtra por el mes de cierre real.
// ownerId: opcional, ya resuelto vía resolveScopeOwnerId — evita resolver el email en cada llamada.
export async function getClosed(accessToken, scope, statecode, month, resolvedOwnerId) {
  const monthStart = `${month}-01`;
  const [y, m] = month.split("-").map(Number);
  const nextMonth = new Date(y, m, 1).toISOString().slice(0, 10);

  let filter =
    `statecode eq ${statecode} and actualclosedate ge ${monthStart} and actualclosedate lt ${nextMonth}`;
  if (scope.email) {
    const ownerId = resolvedOwnerId !== undefined ? resolvedOwnerId : await resolveOwnerId(scope.email, accessToken);
    if (!ownerId) return [];
    filter += ` and _ownerid_value eq ${ownerId}`;
  }
  const data = await dv(
    `opportunities?$select=${OPP_SELECT}&$filter=${encodeURIComponent(filter)}&$top=1000`,
    accessToken
  );
  return (data.value || []).map(mapOpportunityRow);
}