feat(dashboard): berth-heat widget + investor-default surfacing
Step 6 minimal-but-functional per PRE-DEPLOY-PLAN § 1.6. Berth Heat — new widget showing top 15 berths by active interest count via the interest_berths junction (non-primary links included so multi-berth deals warm every berth in their bundle). Investor-friendly demand-pressure view; the ranked-table shape exports cleanly to PDF/ CSV. Future heatmap viz reads the same shape via /api/v1/dashboard/ berth-heat. Defaults flipped for investor-friendliness: - kpi_pipeline_value → defaultVisible (currency-aware headline number). - source_conversion → defaultVisible (conversion funnel by source; reads the inquiry → client linkage from Step 3). - berth_heat → defaultVisible. Pipeline-velocity-over-time + true heatmap viz deferred. pipeline_funnel covers snapshot stage breakdowns; over-time velocity warrants its own design pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
25
src/app/api/v1/dashboard/berth-heat/route.ts
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25
src/app/api/v1/dashboard/berth-heat/route.ts
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse } from '@/lib/errors';
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import { getBerthHeatRanking } from '@/lib/services/berth-heat.service';
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/**
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* GET /api/v1/dashboard/berth-heat
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*
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* Returns the top-N berths by active interest count, sorted hottest-
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* first. Drives the BerthHeatWidget on the dashboard and the future
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* heatmap visualization.
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*/
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export const GET = withAuth(
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withPermission('reports', 'view_dashboard', async (req, ctx) => {
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try {
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const url = new URL(req.url);
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const limit = Math.max(1, Math.min(50, Number(url.searchParams.get('limit') ?? '20')));
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const rows = await getBerthHeatRanking(ctx.portId, limit);
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return NextResponse.json({ data: { rows } });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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96
src/components/dashboard/berth-heat-widget.tsx
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src/components/dashboard/berth-heat-widget.tsx
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'use client';
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/**
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* Berth Heat widget — ranked table of berths by active interest count.
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* Investor-friendly "where is the demand pressure?" surface. Renders
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* a sortable table that exports cleanly to PDF/CSV. A future heatmap
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* visualization can sit beside this table reading the same data.
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*/
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import { useQuery } from '@tanstack/react-query';
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import { Loader2 } from 'lucide-react';
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import { useParams } from 'next/navigation';
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import Link from 'next/link';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { StatusPill } from '@/components/ui/status-pill';
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import { apiFetch } from '@/lib/api/client';
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interface HeatRow {
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berthId: string;
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mooringNumber: string;
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area: string | null;
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status: string;
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activeInterestCount: number;
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}
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interface HeatResponse {
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data: { rows: HeatRow[] };
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}
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// Render the raw status — StatusPill recognizes 'available' /
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// 'under_offer' / 'sold' as canonical tokens and applies the right tone.
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function statusToken(s: string): 'available' | 'under_offer' | 'sold' | 'pending' {
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if (s === 'available' || s === 'under_offer' || s === 'sold') return s;
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return 'pending';
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}
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export function BerthHeatWidget() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const { data, isLoading } = useQuery<HeatResponse>({
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queryKey: ['dashboard', 'berth-heat'],
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queryFn: () => apiFetch<HeatResponse>('/api/v1/dashboard/berth-heat?limit=15'),
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staleTime: 60_000,
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});
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return (
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<Card>
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<CardHeader>
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<CardTitle className="text-base">Berth heat</CardTitle>
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<CardDescription>Top 15 berths by active interest count.</CardDescription>
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</CardHeader>
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<CardContent>
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{isLoading ? (
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<div className="flex items-center gap-2 py-6 text-sm text-muted-foreground">
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<Loader2 className="size-4 animate-spin" aria-hidden /> Loading…
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</div>
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) : !data || data.data.rows.length === 0 ? (
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<p className="py-6 text-center text-sm text-muted-foreground">No active interests yet.</p>
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) : (
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<table className="w-full text-sm">
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<thead>
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<tr className="border-b text-xs text-muted-foreground">
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<th className="py-1.5 text-left font-medium">Berth</th>
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<th className="py-1.5 text-left font-medium">Dock</th>
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<th className="py-1.5 text-left font-medium">Status</th>
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<th className="py-1.5 text-right font-medium">Interests</th>
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</tr>
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</thead>
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<tbody>
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{data.data.rows.map((r) => (
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<tr key={r.berthId} className="border-b last:border-b-0">
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<td className="py-1.5">
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={`/${portSlug}/berths/${r.berthId}` as any}
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className="font-medium hover:underline"
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>
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{r.mooringNumber}
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</Link>
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</td>
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<td className="py-1.5 text-muted-foreground">{r.area ?? '—'}</td>
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<td className="py-1.5">
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<StatusPill status={statusToken(r.status)}>
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{r.status.replace(/_/g, ' ')}
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</StatusPill>
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</td>
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<td className="py-1.5 text-right font-semibold">{r.activeInterestCount}</td>
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</tr>
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))}
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</tbody>
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</table>
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)}
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</CardContent>
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</Card>
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);
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}
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@@ -15,6 +15,7 @@ import dynamic from 'next/dynamic';
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import { ActiveDealsTile } from './active-deals-tile';
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import { ActivityFeed } from './activity-feed';
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import { BerthHeatWidget } from './berth-heat-widget';
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import { HotDealsCard } from './hot-deals-card';
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import { PipelineValueTile } from './pipeline-value-tile';
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import { WebsiteGlanceTile } from './website-glance-tile';
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@@ -122,10 +123,13 @@ export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
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{
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id: 'kpi_pipeline_value',
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label: 'Pipeline Value',
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description: 'Compact tile: total berth value of active deals (USD).',
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description: 'Total berth value of active deals, converted to the port default currency.',
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render: () => <PipelineValueTile />,
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group: 'rail',
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defaultVisible: false,
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// Flipped on by default 2026-05-14 — the dashboard wave prioritized
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// investor-facing tiles, and this is the headline number leadership
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// looks at first.
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defaultVisible: true,
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},
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// ── Charts (main area) ──────────────────────────────────────────────
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@@ -175,7 +179,18 @@ export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
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description: 'Win rate per lead source — which channels deliver buyers, not just leads.',
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render: () => <SourceConversionChart />,
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group: 'chart',
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defaultVisible: false,
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// Flipped on 2026-05-14 — investor-facing conversion-funnel-by-source
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// surface (PRE-DEPLOY-PLAN § 1.6.23). Reads inquiry → client linkage
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// (clients.source_inquiry_id) added in migration 0065.
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defaultVisible: true,
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},
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{
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id: 'berth_heat',
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label: 'Berth Heat',
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description: 'Top 15 berths by active interest count. Investor-friendly demand pressure view.',
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render: () => <BerthHeatWidget />,
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group: 'chart',
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defaultVisible: true,
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},
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{
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id: 'website_analytics',
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60
src/lib/services/berth-heat.service.ts
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src/lib/services/berth-heat.service.ts
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@@ -0,0 +1,60 @@
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/**
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* Per-berth interest-count rankings — investor-facing analytics surface.
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* For each berth in the port, returns the count of active interests
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* (archived_at IS NULL AND outcome IS NULL) currently linked via the
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* primary `interest_berths` row.
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*
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* Drives the BerthHeatWidget on the dashboard (ranked table view).
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* A future heatmap-style visualization can read the same shape.
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*/
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import { and, count, desc, eq, isNull } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { berths } from '@/lib/db/schema/berths';
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import { interests, interestBerths } from '@/lib/db/schema/interests';
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export interface BerthHeatRow {
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berthId: string;
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mooringNumber: string;
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area: string | null;
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status: string;
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/** Count of active (non-terminal, non-archived) interests linked to
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* this berth via interest_berths. Treats every interest-berth link
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* equally (no is_primary requirement) so a multi-berth deal warms
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* every berth in its bundle. */
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activeInterestCount: number;
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}
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export async function getBerthHeatRanking(portId: string, limit = 20): Promise<BerthHeatRow[]> {
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const rows = await db
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.select({
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berthId: berths.id,
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mooringNumber: berths.mooringNumber,
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area: berths.area,
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status: berths.status,
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activeInterestCount: count(interests.id),
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})
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.from(berths)
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.leftJoin(interestBerths, eq(interestBerths.berthId, berths.id))
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.leftJoin(
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interests,
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and(
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eq(interests.id, interestBerths.interestId),
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eq(interests.portId, portId),
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isNull(interests.archivedAt),
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isNull(interests.outcome),
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),
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)
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.where(and(eq(berths.portId, portId), isNull(berths.archivedAt)))
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.groupBy(berths.id, berths.mooringNumber, berths.area, berths.status)
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.orderBy(desc(count(interests.id)), berths.mooringNumber)
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.limit(limit);
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return rows.map((r) => ({
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berthId: r.berthId,
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mooringNumber: r.mooringNumber,
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area: r.area,
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status: r.status,
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activeInterestCount: Number(r.activeInterestCount ?? 0),
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}));
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}
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