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Phases 211-215: Executive Dashboard + Bulk Import — 19 tests passing
ExecutiveDashboardController: cross-module KPIs (financial, operations, people, pipeline), 6-month revenue trend, recent activity feed. Executive.tsx with pure CSS bar chart and activity feed. ImportController: CSV import for Products (match-on-SKU), Employees (match-on-email), Contacts (supplier→vendor mapping), with skip-bad-rows error handling and flash counts. Import/Index.tsx with 3 import cards and data URI sample downloads. Sidebar: Executive Dashboard link at top, Import Data under Admin. 19/19 tests, 1825 total passing. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Http/Controllers/ExecutiveDashboardController.php‎

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<?php
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namespace App\Http\Controllers;
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use App\Modules\CRM\Models\CrmLead;
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use App\Modules\Finance\Models\Bill;
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use App\Modules\Finance\Models\ExpenseClaim;
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use App\Modules\Finance\Models\Invoice;
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use App\Modules\Helpdesk\Models\HelpdeskTicket;
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use App\Modules\HR\Models\Employee;
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use App\Modules\HR\Models\LeaveRequest;
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use App\Modules\Inventory\Models\Product;
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use App\Modules\Manufacturing\Models\ManufacturingOrder;
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use Carbon\Carbon;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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class ExecutiveDashboardController extends Controller
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{
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public function index(Request $request)
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{
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$tenantId = $request->user()->tenant_id;
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$now = Carbon::now();
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// ── Financial KPIs ────────────────────────────────────────────────────
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// Monthly revenue: sum of paid invoice line-item totals this month
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$monthlyRevenue = Invoice::where('tenant_id', $tenantId)
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->whereIn('status', ['paid', 'partial'])
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->whereYear('issue_date', $now->year)
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->whereMonth('issue_date', $now->month)
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->with('items')
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->get()
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->sum(fn ($inv) => $inv->total);
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// Monthly expenses: approved/paid expense claims this month
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$monthlyExpenses = ExpenseClaim::where('tenant_id', $tenantId)
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->whereIn('status', ['approved', 'paid'])
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->whereYear('claim_date', $now->year)
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->whereMonth('claim_date', $now->month)
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->sum('total_amount');
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// Outstanding invoices: status in (sent, partial, overdue)
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$outstandingInvoices = Invoice::where('tenant_id', $tenantId)
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->whereIn('status', ['sent', 'partial'])
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->with(['items', 'payments'])
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->get();
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$outstandingInvoicesCount = $outstandingInvoices->count();
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$outstandingInvoicesTotal = $outstandingInvoices->sum(fn ($inv) => $inv->amount_due);
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// Overdue invoices: status=overdue OR (due_date < today AND not paid/cancelled/draft)
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$overdueInvoicesCount = Invoice::where('tenant_id', $tenantId)
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->where(function ($q) use ($now) {
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$q->where(function ($sub) use ($now) {
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$sub->whereNotIn('status', ['paid', 'cancelled', 'draft'])
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->where('due_date', '<', $now->startOfDay()->toDateString());
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});
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})
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->count();
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// ── Operations KPIs ───────────────────────────────────────────────────
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// Low stock: products where stock_quantity <= reorder_point
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$lowStockCount = Product::where('tenant_id', $tenantId)
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->whereColumn('stock_quantity', '<=', 'reorder_point')
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->where('reorder_point', '>', 0)
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->count();
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// Open purchase orders: bills with status draft or received (closest to "sent")
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$openPurchaseOrders = Bill::where('tenant_id', $tenantId)
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->whereIn('status', ['draft', 'received'])
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->count();
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// Active manufacturing orders
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$activeManufacturingOrders = ManufacturingOrder::where('tenant_id', $tenantId)
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->whereIn('status', ['confirmed', 'in_progress'])
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->count();
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// ── People KPIs ───────────────────────────────────────────────────────
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$totalEmployees = Employee::where('tenant_id', $tenantId)
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->where('status', 'active')
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->count();
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$pendingLeaveRequests = LeaveRequest::where('tenant_id', $tenantId)
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->where('status', 'pending')
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->count();
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$openHelpdeskTickets = HelpdeskTicket::where('tenant_id', $tenantId)
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->whereIn('status', ['open', 'in_progress', 'pending'])
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->count();
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// ── CRM KPIs ──────────────────────────────────────────────────────────
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$openLeads = CrmLead::where('tenant_id', $tenantId)
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->where('type', 'lead')
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->where('status', 'open')
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->count();
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$openOpportunities = CrmLead::where('tenant_id', $tenantId)
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->where('type', 'opportunity')
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->where('status', 'open')
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->count();
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$pipelineValue = CrmLead::where('tenant_id', $tenantId)
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->where('type', 'opportunity')
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->where('status', 'open')
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->sum('expected_revenue');
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// ── Revenue Trend (last 6 months) ─────────────────────────────────────
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$revenueTrend = collect();
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for ($i = 5; $i >= 0; $i--) {
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$date = $now->copy()->subMonths($i);
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$rev = Invoice::where('tenant_id', $tenantId)
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->whereIn('status', ['paid', 'partial', 'sent'])
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->whereYear('issue_date', $date->year)
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->whereMonth('issue_date', $date->month)
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->with('items')
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->get()
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->sum(fn ($inv) => $inv->total);
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$revenueTrend->push([
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'month' => $date->format('M Y'),
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'revenue' => round($rev, 2),
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]);
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}
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// ── Recent Activity ───────────────────────────────────────────────────
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$recentInvoices = Invoice::where('tenant_id', $tenantId)
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->with('contact')
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->latest()
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->take(3)
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->get()
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->map(fn ($inv) => [
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'type' => 'Invoice',
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'title' => ($inv->number ?? 'INV') . ($inv->contact ? ' — ' . $inv->contact->name : ''),
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'status' => $inv->status,
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'created_at' => $inv->created_at,
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'url' => '/finance/invoices/' . $inv->id,
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]);
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$recentLeads = CrmLead::where('tenant_id', $tenantId)
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->latest()
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->take(3)
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->get()
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->map(fn ($lead) => [
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'type' => 'Lead',
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'title' => $lead->title ?? ($lead->contact_name ?? 'Lead'),
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'status' => $lead->status,
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'created_at' => $lead->created_at,
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'url' => '/crm/leads/' . $lead->id,
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]);
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$recentTickets = HelpdeskTicket::where('tenant_id', $tenantId)
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->latest()
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->take(3)
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->get()
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->map(fn ($t) => [
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'type' => 'Ticket',
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'title' => $t->subject ?? 'Ticket #' . $t->id,
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'status' => $t->status,
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'created_at' => $t->created_at,
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'url' => '/helpdesk/tickets/' . $t->id,
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]);
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$recentOrders = ManufacturingOrder::where('tenant_id', $tenantId)
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->latest()
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->take(1)
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->get()
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->map(fn ($mo) => [
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'type' => 'Order',
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'title' => $mo->mo_number ?? 'MO #' . $mo->id,
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'status' => $mo->status,
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'created_at' => $mo->created_at,
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'url' => '/manufacturing/manufacturing-orders/' . $mo->id,
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]);
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$recentActivity = $recentInvoices
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->concat($recentLeads)
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->concat($recentTickets)
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->concat($recentOrders)
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->sortByDesc('created_at')
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->take(10)
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->values()
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->map(fn ($item) => array_merge($item, [
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'created_at' => $item['created_at'] ? $item['created_at']->toIso8601String() : null,
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]));
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return Inertia::render('Dashboard/Executive', [
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// Financial
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'monthly_revenue' => round($monthlyRevenue, 2),
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'monthly_expenses' => round($monthlyExpenses, 2),
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'outstanding_invoices_count' => $outstandingInvoicesCount,
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'outstanding_invoices_total' => round($outstandingInvoicesTotal, 2),
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'overdue_invoices_count' => $overdueInvoicesCount,
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// Operations
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'low_stock_count' => $lowStockCount,
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'open_purchase_orders' => $openPurchaseOrders,
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'active_manufacturing_orders' => $activeManufacturingOrders,
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// People
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'total_employees' => $totalEmployees,
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'pending_leave_requests' => $pendingLeaveRequests,
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'open_helpdesk_tickets' => $openHelpdeskTickets,
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// CRM
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'open_leads' => $openLeads,
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'open_opportunities' => $openOpportunities,
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'pipeline_value' => round($pipelineValue, 2),
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// Charts
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'revenue_trend' => $revenueTrend->values(),
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'recent_activity' => $recentActivity,
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]);
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}
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}

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