Commit iniziale di eminuxCRM: CRM Rails con pipeline, campagne email e Docker.

Include autenticazione, progetti isolati, mail marketing HTML con SMTP, test A/B e editor WYSIWYG.

Co-authored-by: Cursor <cursoragent@cursor.com>

app/services/reports/builder.rb

@@ -0,0 +1,81 @@
+class Reports::Builder
+  def initialize(project: nil)
+    @project = project
+    @opp_scope = project ? Opportunity.for_project(project) : Opportunity.all
+    @org_scope = project ? Organization.for_project(project) : Organization.all
+  end
+
+  def funnel
+    metrics = Dashboard::Metrics.new(scope: @opp_scope, project: @project)
+    {
+      stages: Catalog::PIPELINE_ORDER.map { |s| { stage: s, label: Catalog.label_for(Catalog::PIPELINE_STAGES, s), count: metrics.stage_counts[s] } },
+      conversions: metrics.conversion_rates,
+      funnel: metrics.funnel_steps
+    }
+  end
+
+  def lead_sources
+    Catalog::LEAD_SOURCES.map do |key, label|
+      orgs = @org_scope.where(lead_source: key)
+      opps = @opp_scope.joins(:organization).where(organizations: { lead_source: key })
+      won = opps.won.count
+      leads = orgs.count
+      {
+        key: key,
+        label: label,
+        leads: leads,
+        opportunities: opps.count,
+        customers: won,
+        conversion_rate: leads.zero? ? 0 : ((won.to_f / leads) * 100).round
+      }
+    end
+  end
+
+  def won_lost_by_month(months: 6)
+    start_date = months.months.ago.beginning_of_month
+    won = @opp_scope.won.where("won_at >= ?", start_date).group("DATE_TRUNC('month', won_at)").count
+    lost = @opp_scope.lost.where("lost_at >= ?", start_date).group("DATE_TRUNC('month', lost_at)").count
+    keys = (won.keys + lost.keys).uniq.sort
+    keys.map do |month|
+      {
+        month: month.to_date,
+        won: won[month] || 0,
+        lost: lost[month] || 0
+      }
+    end
+  end
+
+  def lost_reasons
+    @opp_scope.lost.group(:lost_reason).count.map do |reason, count|
+      {
+        key: reason,
+        label: Catalog.label_for(Catalog::LOST_REASONS, reason),
+        count: count
+      }
+    end.sort_by { |r| -r[:count] }
+  end
+
+  def sales_owners
+    User.active.map do |user|
+      open_opps = user.assigned_opportunities.merge(@opp_scope).open_stage
+      won_opps = user.assigned_opportunities.merge(@opp_scope).won
+      {
+        user: user,
+        open_count: open_opps.count,
+        open_value: open_opps.sum(:estimated_value).to_f,
+        won_count: won_opps.count,
+        won_value: won_opps.sum(:estimated_value).to_f
+      }
+    end
+  end
+
+  def revenue_by_month(months: 6)
+    start_date = months.months.ago.beginning_of_month
+    @opp_scope.won
+              .where("won_at >= ?", start_date)
+              .group("DATE_TRUNC('month', won_at)")
+              .sum(:estimated_value)
+              .sort_by { |month, _| month }
+              .map { |month, value| { month: month.to_date, value: value.to_f } }
+  end
+end