pn-new-crm/src/lib/services/report-generators.ts

import { and, count, eq, gte, isNull, lte, sql, sum } from 'drizzle-orm';

import { db } from '@/lib/db';
import { interests, interestBerths } from '@/lib/db/schema/interests';
import { berths } from '@/lib/db/schema/berths';
import { auditLogs, systemSettings } from '@/lib/db/schema/system';
import { STAGE_WEIGHTS, canonicalizeStage } from '@/lib/constants';
import { activeInterestsWhere } from '@/lib/services/active-interest';
import {
  rollupStageRevenue,
  rollupStageCounts,
  rollupBerthStatusCounts,
  computeOccupancyRate,
  computeTotalForecast,
} from '@/lib/services/report-math';

// ─── Types ────────────────────────────────────────────────────────────────────

export interface PipelineData {
  stageCounts: Record<string, number>;
  topInterests: Array<{
    id: string;
    clientId: string;
    pipelineStage: string;
    berthPrice: string | null;
  }>;
  generatedAt: string;
}

export interface RevenueData {
  /** Gross berth prices per pipeline stage (unweighted). */
  stageRevenue: Record<string, string>;
  /** Money-changed-hands total: sum of berth prices for won deals. */
  totalCompleted: string;
  /** Pipeline-weighted forecast: sum of (berth price × stage weight)
   * for every active interest. Aligns with the dashboard forecast tile
   * so the PDF and dashboard reconcile. */
  totalForecast: string;
  /** Pipeline weights actually applied (port-customizable). Echoes
   * `system_settings.pipeline_weights` when set, otherwise the
   * STAGE_WEIGHTS defaults. */
  pipelineWeights: Record<string, number>;
  generatedAt: string;
}

export interface ActivityData {
  logs: Array<{
    id: string;
    action: string;
    entityType: string;
    entityId: string | null;
    userId: string | null;
    createdAt: Date;
  }>;
  summary: Record<string, number>;
  generatedAt: string;
}

export interface OccupancyData {
  statusCounts: Record<string, number>;
  occupancyRate: number;
  totalBerths: number;
  generatedAt: string;
}

// ─── Pipeline ─────────────────────────────────────────────────────────────────

export async function fetchPipelineData(
  portId: string,
  _params: Record<string, unknown>,
): Promise<PipelineData> {
  // Count interests per pipeline stage (non-archived).
  // The reporting audit caught the missing .groupBy() — without it,
  // postgres rejects the SELECT or collapses every interest into a
  // single ELSE-stage row. groupBy fixes the per-stage breakdown.
  const stageCounts = await db
    .select({
      stage: interests.pipelineStage,
      count: count(),
    })
    .from(interests)
    .where(activeInterestsWhere(portId))
    .groupBy(interests.pipelineStage);

  // M-L02: legacy 9-stage values (deposit_10pct, contract_sent…) may
  // still be present on historical rows. rollupStageCounts canonicalizes
  // via canonicalizeStage so historical rows fold into the modern bucket.
  const stageCountMap = rollupStageCounts(stageCounts);

  // Top 10 interests by berth price (via primary-berth junction join, plan §3.4).
  const topInterestsRows = await db
    .select({
      id: interests.id,
      clientId: interests.clientId,
      pipelineStage: interests.pipelineStage,
      berthPrice: berths.price,
    })
    .from(interests)
    .leftJoin(
      interestBerths,
      and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
    )
    .leftJoin(berths, eq(interestBerths.berthId, berths.id))
    .where(activeInterestsWhere(portId))
    .orderBy(sql`${berths.price} DESC NULLS LAST`)
    .limit(10);

  return {
    stageCounts: stageCountMap,
    topInterests: topInterestsRows.map((r) => ({
      id: r.id,
      clientId: r.clientId,
      // M-L02: canonicalize for the same reason — the PDF stage label
      // should always resolve from the modern 7-stage set.
      pipelineStage: canonicalizeStage(r.pipelineStage),
      berthPrice: r.berthPrice ? String(r.berthPrice) : null,
    })),
    generatedAt: new Date().toISOString(),
  };
}

// ─── Revenue ──────────────────────────────────────────────────────────────────

export async function fetchRevenueData(
  portId: string,
  _params: Record<string, unknown>,
): Promise<RevenueData> {
  // Sum berth prices grouped by pipeline stage. Reads the primary-berth link
  // via interest_berths (plan §3.4) - non-primary junction rows do not
  // contribute to the revenue rollup.
  const stageRevenue = await db
    .select({
      stage: interests.pipelineStage,
      revenue: sum(berths.price),
    })
    .from(interests)
    .leftJoin(
      interestBerths,
      and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
    )
    .leftJoin(berths, eq(interestBerths.berthId, berths.id))
    .where(activeInterestsWhere(portId))
    .groupBy(interests.pipelineStage);

  // M-L02: canonicalize so legacy 9-stage rows fold into the modern bucket.
  const stageRevenueMap = rollupStageRevenue(stageRevenue);

  // Total revenue from WON interests only. Reporting audit caught the
  // `outcome='won'` is the canonical money-changed-hands signal — won
  // deals can technically be set from any pipeline stage, and the legacy
  // belt-and-suspenders `pipeline_stage='completed'` filter is brittle to
  // future cleanup of the 'completed' sentinel-stage convention (see
  // PRE-DEPLOY-PLAN follow-ups). The outcome filter alone catches every
  // won deal regardless of the stage it closed at.
  const completedRevenue = await db
    .select({ total: sum(berths.price) })
    .from(interests)
    .leftJoin(
      interestBerths,
      and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
    )
    .leftJoin(berths, eq(interestBerths.berthId, berths.id))
    .where(
      and(eq(interests.portId, portId), eq(interests.outcome, 'won'), isNull(interests.archivedAt)),
    );

  // Pipeline-weighted forecast — sums (berth price × stage weight) for
  // every active interest. Stage weights resolve from
  // `system_settings.pipeline_weights` (per-port admin override) and
  // fall back to STAGE_WEIGHTS defaults. The PDF surfaces this number
  // alongside totalCompleted so investors / leadership see both
  // "money in the bank" and "expected from pipeline" on the same page.
  let pipelineWeights: Record<string, number> = STAGE_WEIGHTS;
  const weightsSetting = await db.query.systemSettings.findFirst({
    where: and(eq(systemSettings.key, 'pipeline_weights'), eq(systemSettings.portId, portId)),
  });
  if (weightsSetting?.value && typeof weightsSetting.value === 'object') {
    pipelineWeights = weightsSetting.value as Record<string, number>;
  }

  const forecastRows = await db
    .select({
      stage: interests.pipelineStage,
      revenue: sum(berths.price),
    })
    .from(interests)
    .leftJoin(
      interestBerths,
      and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
    )
    .leftJoin(berths, eq(interestBerths.berthId, berths.id))
    .where(activeInterestsWhere(portId))
    .groupBy(interests.pipelineStage);

  // M-L02 covered inside computeTotalForecast via canonicalizeStage —
  // legacy stage keys hit the weight map under their modern equivalent.
  const totalForecast = computeTotalForecast(forecastRows, pipelineWeights);

  return {
    stageRevenue: stageRevenueMap,
    totalCompleted: completedRevenue[0]?.total ? String(completedRevenue[0].total) : '0',
    totalForecast,
    pipelineWeights,
    generatedAt: new Date().toISOString(),
  };
}

// ─── Activity ─────────────────────────────────────────────────────────────────

export async function fetchActivityData(
  portId: string,
  params: Record<string, unknown>,
): Promise<ActivityData> {
  const dateFrom = params.dateFrom as string | undefined;
  const dateTo = params.dateTo as string | undefined;

  const thirtyDaysAgo = new Date();
  thirtyDaysAgo.setDate(thirtyDaysAgo.getDate() - 30);

  const fromDate = dateFrom ? new Date(dateFrom) : thirtyDaysAgo;

  const conditions = [eq(auditLogs.portId, portId), gte(auditLogs.createdAt, fromDate)];

  if (dateTo) {
    conditions.push(lte(auditLogs.createdAt, new Date(dateTo)));
  }

  const logs = await db
    .select({
      id: auditLogs.id,
      action: auditLogs.action,
      entityType: auditLogs.entityType,
      entityId: auditLogs.entityId,
      userId: auditLogs.userId,
      createdAt: auditLogs.createdAt,
    })
    .from(auditLogs)
    .where(and(...conditions))
    .orderBy(sql`${auditLogs.createdAt} DESC`)
    .limit(200);

  // Group by action type
  const summary: Record<string, number> = {};
  for (const log of logs) {
    const key = `${log.action}:${log.entityType}`;
    summary[key] = (summary[key] ?? 0) + 1;
  }

  return {
    logs,
    summary,
    generatedAt: new Date().toISOString(),
  };
}

// ─── Occupancy ────────────────────────────────────────────────────────────────

export async function fetchOccupancyData(
  portId: string,
  _params: Record<string, unknown>,
): Promise<OccupancyData> {
  const statusCounts = await db
    .select({
      status: berths.status,
      count: count(),
    })
    .from(berths)
    .where(eq(berths.portId, portId))
    .groupBy(berths.status);

  const { statusCounts: statusCountMap, totalBerths } = rollupBerthStatusCounts(statusCounts);
  // Occupied = sold only. Per 2026-05-14 decision, `under_offer` is a
  // hold (blocks the berth from sale to other clients) but the berth is
  // still technically available until the deal closes. computeOccupancyRate
  // implements that rule + rounds to 1 decimal.
  const { occupancyRate } = computeOccupancyRate(statusCountMap);

  return {
    statusCounts: statusCountMap,
    occupancyRate,
    totalBerths,
    generatedAt: new Date().toISOString(),
  };
}