Initial commit: Port Nimara CRM (Layers 0-4)

Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
commit 67d7e6e3d5
572 changed files with 86496 additions and 0 deletions
--- a/src/lib/pdf/templates/berth-spec-template.ts
+++ b/src/lib/pdf/templates/berth-spec-template.ts
@@ -0,0 +1,113 @@
+import type { Template } from '@pdfme/common';
+
+export const berthSpecTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      { name: 'portName', type: 'text', position: { x: 20, y: 15 }, width: 100, height: 10, fontSize: 16 },
+      { name: 'title', type: 'text', position: { x: 20, y: 30 }, width: 170, height: 8, fontSize: 14 },
+      { name: 'berthInfo', type: 'text', position: { x: 20, y: 45 }, width: 80, height: 25, fontSize: 9 },
+      { name: 'dimensions', type: 'text', position: { x: 110, y: 45 }, width: 80, height: 25, fontSize: 9 },
+      { name: 'pricing', type: 'text', position: { x: 20, y: 75 }, width: 80, height: 20, fontSize: 9 },
+      { name: 'tenure', type: 'text', position: { x: 110, y: 75 }, width: 80, height: 20, fontSize: 9 },
+      { name: 'infrastructure', type: 'text', position: { x: 20, y: 100 }, width: 170, height: 25, fontSize: 9 },
+      { name: 'waitingList', type: 'text', position: { x: 20, y: 130 }, width: 170, height: 50, fontSize: 8 },
+      { name: 'maintenanceLog', type: 'text', position: { x: 20, y: 185 }, width: 170, height: 75, fontSize: 8 },
+      { name: 'generatedAt', type: 'text', position: { x: 20, y: 275 }, width: 170, height: 6, fontSize: 7 },
+    ],
+  ],
+};
+
+export function buildBerthSpecInputs(
+  berth: any,
+  waitingList: any[],
+  maintenance: any[],
+  linkedInterests: any[],
+  port: any,
+): Record<string, string> {
+  const berthInfo = [
+    `Mooring: ${berth.mooringNumber}`,
+    berth.area ? `Area: ${berth.area}` : null,
+    `Status: ${berth.status ?? 'available'}`,
+    berth.nominalBoatSize ? `Nominal boat size: ${berth.nominalBoatSize}` : null,
+    berth.bowFacing ? `Bow facing: ${berth.bowFacing}` : null,
+  ]
+    .filter(Boolean)
+    .join('\n');
+
+  const dimensions = [
+    berth.lengthFt
+      ? `Length: ${berth.lengthFt}ft${berth.lengthM ? ` / ${berth.lengthM}m` : ''}`
+      : null,
+    berth.widthFt
+      ? `Beam: ${berth.widthFt}ft${berth.widthM ? ` / ${berth.widthM}m` : ''}${berth.widthIsMinimum ? ' (min)' : ''}`
+      : null,
+    berth.draftFt
+      ? `Draft: ${berth.draftFt}ft${berth.draftM ? ` / ${berth.draftM}m` : ''}`
+      : null,
+    berth.waterDepth
+      ? `Water depth: ${berth.waterDepth}ft${berth.waterDepthM ? ` / ${berth.waterDepthM}m` : ''}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
+      : null,
+  ]
+    .filter(Boolean)
+    .join('\n') || 'Dimensions not specified';
+
+  const pricing = berth.price
+    ? `Price: ${berth.priceCurrency ?? 'USD'} ${Number(berth.price).toLocaleString()}`
+    : 'Price: TBD';
+
+  const tenure = [
+    `Tenure type: ${berth.tenureType ?? 'permanent'}`,
+    berth.tenureYears ? `Tenure years: ${berth.tenureYears}` : null,
+    berth.tenureStartDate ? `Start: ${berth.tenureStartDate}` : null,
+    berth.tenureEndDate ? `End: ${berth.tenureEndDate}` : null,
+  ]
+    .filter(Boolean)
+    .join('\n');
+
+  const infrastructure = [
+    berth.mooringType ? `Mooring type: ${berth.mooringType}` : null,
+    berth.powerCapacity ? `Power: ${berth.powerCapacity}${berth.voltage ? ` / ${berth.voltage}V` : ''}` : null,
+    berth.cleatType ? `Cleat: ${berth.cleatType}${berth.cleatCapacity ? ` (${berth.cleatCapacity})` : ''}` : null,
+    berth.bollardType
+      ? `Bollard: ${berth.bollardType}${berth.bollardCapacity ? ` (${berth.bollardCapacity})` : ''}`
+      : null,
+    berth.sidePontoon ? `Side pontoon: ${berth.sidePontoon}` : null,
+    berth.access ? `Access: ${berth.access}` : null,
+  ]
+    .filter(Boolean)
+    .join('  |  ') || 'Infrastructure details not specified';
+
+  const waitingListText =
+    waitingList.length > 0
+      ? waitingList
+          .map(
+            (w) =>
+              `${w.position}. ${w.clientName ?? 'Unknown'}${w.priority === 'high' ? ' [HIGH]' : ''}${w.notes ? `  — ${w.notes}` : ''}`,
+          )
+          .join('\n')
+      : 'No clients on waiting list';
+
+  const maintenanceText =
+    maintenance.length > 0
+      ? maintenance
+          .map(
+            (m) =>
+              `${m.performedDate}  [${m.category}]  ${m.description}${m.cost ? `  Cost: ${m.costCurrency ?? 'USD'} ${Number(m.cost).toLocaleString()}` : ''}`,
+          )
+          .join('\n')
+      : 'No maintenance records';
+
+  return {
+    portName: port?.name ?? 'Port Nimara',
+    title: `Berth Specification — Mooring ${berth.mooringNumber}`,
+    berthInfo,
+    dimensions,
+    pricing,
+    tenure,
+    infrastructure,
+    waitingList: `Waiting List (${waitingList.length}):\n${waitingListText}`,
+    maintenanceLog: `Maintenance Log (last ${maintenance.length}):\n${maintenanceText}`,
+    generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
+  };
+}
--- a/src/lib/pdf/templates/client-summary-template.ts
+++ b/src/lib/pdf/templates/client-summary-template.ts
@@ -0,0 +1,92 @@
+import type { Template } from '@pdfme/common';
+
+export const clientSummaryTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      { name: 'portName', type: 'text', position: { x: 20, y: 15 }, width: 100, height: 10, fontSize: 16 },
+      { name: 'title', type: 'text', position: { x: 20, y: 30 }, width: 170, height: 8, fontSize: 14 },
+      { name: 'clientInfo', type: 'text', position: { x: 20, y: 45 }, width: 80, height: 40, fontSize: 9 },
+      { name: 'contacts', type: 'text', position: { x: 110, y: 45 }, width: 80, height: 40, fontSize: 9 },
+      { name: 'vesselInfo', type: 'text', position: { x: 20, y: 90 }, width: 170, height: 20, fontSize: 9 },
+      { name: 'interests', type: 'text', position: { x: 20, y: 115 }, width: 170, height: 80, fontSize: 8 },
+      { name: 'recentActivity', type: 'text', position: { x: 20, y: 200 }, width: 170, height: 60, fontSize: 8 },
+      { name: 'generatedAt', type: 'text', position: { x: 20, y: 275 }, width: 170, height: 6, fontSize: 7 },
+    ],
+  ],
+};
+
+export function buildClientSummaryInputs(
+  client: any,
+  contacts: any[],
+  interestList: any[],
+  activity: any[],
+  port: any,
+): Record<string, string> {
+  const clientInfo = [
+    `Name: ${client.fullName ?? 'N/A'}`,
+    client.companyName ? `Company: ${client.companyName}` : null,
+    client.nationality ? `Nationality: ${client.nationality}` : null,
+    client.source ? `Source: ${client.source}` : null,
+    client.isProxy ? `Proxy: Yes${client.proxyType ? ` (${client.proxyType})` : ''}` : null,
+    `Added: ${new Date(client.createdAt).toLocaleDateString('en-GB')}`,
+  ]
+    .filter(Boolean)
+    .join('\n');
+
+  const contactsText = contacts.length > 0
+    ? contacts
+        .map(
+          (c) =>
+            `${c.channel.charAt(0).toUpperCase() + c.channel.slice(1)}${c.isPrimary ? ' (primary)' : ''}: ${c.value}${c.label ? ` [${c.label}]` : ''}`,
+        )
+        .join('\n')
+    : 'No contacts on file';
+
+  const vesselInfo = [
+    client.yachtName ? `Yacht: ${client.yachtName}` : null,
+    client.yachtLengthFt
+      ? `Length: ${client.yachtLengthFt}ft${client.yachtLengthM ? ` / ${client.yachtLengthM}m` : ''}`
+      : null,
+    client.yachtWidthFt
+      ? `Beam: ${client.yachtWidthFt}ft${client.yachtWidthM ? ` / ${client.yachtWidthM}m` : ''}`
+      : null,
+    client.yachtDraftFt
+      ? `Draft: ${client.yachtDraftFt}ft${client.yachtDraftM ? ` / ${client.yachtDraftM}m` : ''}`
+      : null,
+    client.berthSizeDesired ? `Desired berth size: ${client.berthSizeDesired}` : null,
+  ]
+    .filter(Boolean)
+    .join('  |  ') || 'No vessel information on file';
+
+  const interestsText =
+    interestList.length > 0
+      ? interestList
+          .map(
+            (i) =>
+              `• ${i.pipelineStage ?? 'open'}${i.berthMooringNumber ? ` — Berth ${i.berthMooringNumber}` : ''}${i.leadCategory ? ` [${i.leadCategory}]` : ''}  (${new Date(i.createdAt).toLocaleDateString('en-GB')})`,
+          )
+          .join('\n')
+      : 'No pipeline interests on file';
+
+  const activityText =
+    activity.length > 0
+      ? activity
+          .map(
+            (a) =>
+              `${new Date(a.createdAt).toLocaleDateString('en-GB')}  ${a.action}  ${a.entityType}${a.fieldChanged ? `  (${a.fieldChanged})` : ''}`,
+          )
+          .join('\n')
+      : 'No recent activity';
+
+  return {
+    portName: port?.name ?? 'Port Nimara',
+    title: `Client Summary — ${client.fullName ?? ''}`,
+    clientInfo,
+    contacts: contactsText,
+    vesselInfo,
+    interests: `Pipeline Interests:\n${interestsText}`,
+    recentActivity: `Recent Activity:\n${activityText}`,
+    generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
+  };
+}
--- a/src/lib/pdf/templates/eoi-template.ts
+++ b/src/lib/pdf/templates/eoi-template.ts
@@ -0,0 +1,45 @@
+import type { Template } from '@pdfme/common';
+
+export const eoiTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      { name: 'portName', type: 'text', position: { x: 20, y: 20 }, width: 170, height: 10, fontSize: 18 },
+      { name: 'title', type: 'text', position: { x: 20, y: 40 }, width: 170, height: 8, fontSize: 14 },
+      { name: 'clientName', type: 'text', position: { x: 20, y: 60 }, width: 80, height: 6 },
+      { name: 'clientEmail', type: 'text', position: { x: 20, y: 68 }, width: 80, height: 6 },
+      { name: 'yachtName', type: 'text', position: { x: 20, y: 80 }, width: 80, height: 6 },
+      { name: 'yachtDimensions', type: 'text', position: { x: 20, y: 88 }, width: 80, height: 6 },
+      { name: 'berthNumber', type: 'text', position: { x: 110, y: 60 }, width: 80, height: 6 },
+      { name: 'berthDimensions', type: 'text', position: { x: 110, y: 68 }, width: 80, height: 6 },
+      { name: 'berthPrice', type: 'text', position: { x: 110, y: 76 }, width: 80, height: 6 },
+      { name: 'date', type: 'text', position: { x: 20, y: 110 }, width: 80, height: 6 },
+      { name: 'terms', type: 'text', position: { x: 20, y: 130 }, width: 170, height: 100, fontSize: 9 },
+    ],
+  ],
+};
+
+export function buildEoiInputs(
+  interest: Record<string, unknown>,
+  client: Record<string, unknown>,
+  berth: Record<string, unknown>,
+  port: Record<string, unknown>,
+): Record<string, string> {
+  const contacts = (client.contacts as Array<{ channel: string; value: string }> | undefined) ?? [];
+  const emailContact = contacts.find((c) => c.channel === 'email');
+
+  return {
+    portName: (port.name as string) ?? 'Port Nimara',
+    title: 'Expression of Interest',
+    clientName: `Client: ${client.fullName as string}`,
+    clientEmail: `Email: ${emailContact?.value ?? 'N/A'}`,
+    yachtName: `Yacht: ${(client.yachtName as string) ?? 'N/A'}`,
+    yachtDimensions: `LOA: ${(client.yachtLengthFt as string) ?? '?'}ft × Beam: ${(client.yachtWidthFt as string) ?? '?'}ft × Draft: ${(client.yachtDraftFt as string) ?? '?'}ft`,
+    berthNumber: `Berth: ${berth.mooringNumber as string}`,
+    berthDimensions: `${(berth.lengthFt as string) ?? '?'}ft × ${(berth.widthFt as string) ?? '?'}ft`,
+    berthPrice: `Price: ${(berth.priceCurrency as string) ?? 'USD'} ${(berth.price as string) ?? 'TBD'}`,
+    date: `Date: ${new Date().toLocaleDateString('en-GB')}`,
+    terms:
+      "This Expression of Interest confirms the above-named client's interest in the specified berth. This document is non-binding until signed by all parties. Upon signing, the client agrees to proceed with the berth acquisition process as outlined in the full terms and conditions provided separately.",
+  };
+}
--- a/src/lib/pdf/templates/interest-summary-template.ts
+++ b/src/lib/pdf/templates/interest-summary-template.ts
@@ -0,0 +1,101 @@
+import type { Template } from '@pdfme/common';
+
+export const interestSummaryTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      { name: 'portName', type: 'text', position: { x: 20, y: 15 }, width: 100, height: 10, fontSize: 16 },
+      { name: 'title', type: 'text', position: { x: 20, y: 30 }, width: 170, height: 8, fontSize: 14 },
+      { name: 'clientInfo', type: 'text', position: { x: 20, y: 45 }, width: 80, height: 30, fontSize: 9 },
+      { name: 'berthInfo', type: 'text', position: { x: 110, y: 45 }, width: 80, height: 30, fontSize: 9 },
+      { name: 'stageAndCategory', type: 'text', position: { x: 20, y: 80 }, width: 170, height: 15, fontSize: 9 },
+      { name: 'milestones', type: 'text', position: { x: 20, y: 100 }, width: 170, height: 40, fontSize: 8 },
+      { name: 'notes', type: 'text', position: { x: 20, y: 145 }, width: 170, height: 30, fontSize: 9 },
+      { name: 'recentTimeline', type: 'text', position: { x: 20, y: 180 }, width: 170, height: 85, fontSize: 8 },
+      { name: 'generatedAt', type: 'text', position: { x: 20, y: 275 }, width: 170, height: 6, fontSize: 7 },
+    ],
+  ],
+};
+
+function formatDate(d: Date | string | null | undefined): string {
+  if (!d) return 'N/A';
+  return new Date(d).toLocaleDateString('en-GB');
+}
+
+export function buildInterestSummaryInputs(
+  interest: any,
+  client: any,
+  berth: any,
+  timeline: any[],
+  port: any,
+): Record<string, string> {
+  const clientInfo = [
+    `Name: ${client?.fullName ?? 'N/A'}`,
+    client?.companyName ? `Company: ${client.companyName}` : null,
+    client?.yachtName ? `Yacht: ${client.yachtName}` : null,
+    client?.yachtLengthFt
+      ? `Length: ${client.yachtLengthFt}ft${client.yachtLengthM ? ` / ${client.yachtLengthM}m` : ''}`
+      : null,
+  ]
+    .filter(Boolean)
+    .join('\n');
+
+  const berthInfo = berth
+    ? [
+        `Mooring: ${berth.mooringNumber}`,
+        berth.area ? `Area: ${berth.area}` : null,
+        berth.lengthFt ? `Length: ${berth.lengthFt}ft` : null,
+        berth.price ? `Price: ${berth.priceCurrency ?? 'USD'} ${Number(berth.price).toLocaleString()}` : null,
+        `Status: ${berth.status ?? 'available'}`,
+      ]
+        .filter(Boolean)
+        .join('\n')
+    : 'No berth linked';
+
+  const stageAndCategory = [
+    `Stage: ${interest.pipelineStage ?? 'open'}`,
+    interest.leadCategory ? `Category: ${interest.leadCategory}` : null,
+    interest.source ? `Source: ${interest.source}` : null,
+    interest.eoiStatus ? `EOI status: ${interest.eoiStatus}` : null,
+    interest.contractStatus ? `Contract: ${interest.contractStatus}` : null,
+    interest.depositStatus ? `Deposit: ${interest.depositStatus}` : null,
+  ]
+    .filter(Boolean)
+    .join('  |  ');
+
+  const milestones = [
+    `First contact: ${formatDate(interest.dateFirstContact)}`,
+    `Last contact: ${formatDate(interest.dateLastContact)}`,
+    `EOI sent: ${formatDate(interest.dateEoiSent)}`,
+    `EOI signed: ${formatDate(interest.dateEoiSigned)}`,
+    `Contract sent: ${formatDate(interest.dateContractSent)}`,
+    `Contract signed: ${formatDate(interest.dateContractSigned)}`,
+    `Deposit received: ${formatDate(interest.dateDepositReceived)}`,
+  ].join('\n');
+
+  const notesText = interest.notes
+    ? `Notes:\n${interest.notes}`
+    : 'No notes';
+
+  const timelineText =
+    timeline.length > 0
+      ? timeline
+          .map(
+            (e) =>
+              `${formatDate(e.createdAt)}  ${e.action ?? e.eventType ?? 'event'}  ${e.entityType ?? e.type ?? ''}${e.fieldChanged ? `  [${e.fieldChanged}]` : ''}`,
+          )
+          .join('\n')
+      : 'No timeline events';
+
+  return {
+    portName: port?.name ?? 'Port Nimara',
+    title: `Interest Summary — ${client?.fullName ?? 'Unknown Client'}`,
+    clientInfo,
+    berthInfo,
+    stageAndCategory,
+    milestones: `Milestones:\n${milestones}`,
+    notes: notesText,
+    recentTimeline: `Recent Timeline (last ${timeline.length}):\n${timelineText}`,
+    generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
+  };
+}
--- a/src/lib/pdf/templates/invoice-template.ts
+++ b/src/lib/pdf/templates/invoice-template.ts
@@ -0,0 +1,120 @@
+import type { Template } from '@pdfme/common';
+
+export const invoiceTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      // Header fields
+      {
+        name: 'portName',
+        type: 'text',
+        position: { x: 20, y: 15 },
+        width: 100,
+        height: 10,
+        fontSize: 16,
+      },
+      {
+        name: 'invoiceTitle',
+        type: 'text',
+        position: { x: 140, y: 15 },
+        width: 50,
+        height: 10,
+        fontSize: 16,
+      },
+      {
+        name: 'invoiceNumber',
+        type: 'text',
+        position: { x: 140, y: 27 },
+        width: 50,
+        height: 6,
+        fontSize: 10,
+      },
+      {
+        name: 'invoiceDate',
+        type: 'text',
+        position: { x: 140, y: 35 },
+        width: 50,
+        height: 6,
+        fontSize: 10,
+      },
+      {
+        name: 'dueDate',
+        type: 'text',
+        position: { x: 140, y: 43 },
+        width: 50,
+        height: 6,
+        fontSize: 10,
+      },
+      // Client info
+      {
+        name: 'clientInfo',
+        type: 'text',
+        position: { x: 20, y: 55 },
+        width: 100,
+        height: 20,
+        fontSize: 10,
+      },
+      // Line items as text block
+      {
+        name: 'lineItems',
+        type: 'text',
+        position: { x: 20, y: 85 },
+        width: 170,
+        height: 120,
+        fontSize: 9,
+      },
+      // Totals
+      {
+        name: 'totals',
+        type: 'text',
+        position: { x: 110, y: 215 },
+        width: 80,
+        height: 30,
+        fontSize: 10,
+      },
+      // Notes
+      {
+        name: 'notes',
+        type: 'text',
+        position: { x: 20, y: 250 },
+        width: 170,
+        height: 20,
+        fontSize: 8,
+      },
+    ],
+  ],
+};
+
+export function buildInvoiceInputs(
+  invoice: any,
+  lineItems: any[],
+  port: any,
+): Record<string, string> {
+  const itemLines = lineItems
+    .map(
+      (li, i) =>
+        `${i + 1}. ${li.description}  |  Qty: ${li.quantity}  |  Unit: ${invoice.currency} ${Number(li.unitPrice).toFixed(2)}  |  Total: ${invoice.currency} ${Number(li.total).toFixed(2)}`,
+    )
+    .join('\n');
+
+  let totalsText = `Subtotal: ${invoice.currency} ${Number(invoice.subtotal).toFixed(2)}`;
+  if (Number(invoice.discountAmount) > 0) {
+    totalsText += `\nDiscount (${invoice.discountPct}%): -${invoice.currency} ${Number(invoice.discountAmount).toFixed(2)}`;
+  }
+  if (Number(invoice.feeAmount) > 0) {
+    totalsText += `\nFee (${invoice.feePct}%): +${invoice.currency} ${Number(invoice.feeAmount).toFixed(2)}`;
+  }
+  totalsText += `\n─────────────\nTOTAL: ${invoice.currency} ${Number(invoice.total).toFixed(2)}`;
+
+  return {
+    portName: port?.name ?? 'Port Nimara',
+    invoiceTitle: 'INVOICE',
+    invoiceNumber: invoice.invoiceNumber,
+    invoiceDate: `Date: ${new Date(invoice.createdAt).toLocaleDateString('en-GB')}`,
+    dueDate: `Due: ${invoice.dueDate}`,
+    clientInfo: `${invoice.clientName}\n${invoice.billingEmail ?? ''}\n${invoice.billingAddress ?? ''}`.trim(),
+    lineItems: itemLines || 'No line items',
+    totals: totalsText,
+    notes: invoice.notes ? `Notes: ${invoice.notes}` : '',
+  };
+}
--- a/src/lib/pdf/templates/reports/activity-report.ts
+++ b/src/lib/pdf/templates/reports/activity-report.ts
@@ -0,0 +1,93 @@
+import type { Template } from '@pdfme/common';
+
+import type { ActivityData } from '@/lib/services/report-generators';
+
+export const activityReportTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      {
+        name: 'reportTitle',
+        type: 'text',
+        position: { x: 20, y: 15 },
+        width: 170,
+        height: 12,
+        fontSize: 20,
+      },
+      {
+        name: 'portName',
+        type: 'text',
+        position: { x: 20, y: 30 },
+        width: 130,
+        height: 8,
+        fontSize: 11,
+      },
+      {
+        name: 'generatedAt',
+        type: 'text',
+        position: { x: 140, y: 30 },
+        width: 50,
+        height: 8,
+        fontSize: 9,
+      },
+      {
+        name: 'activitySummary',
+        type: 'text',
+        position: { x: 20, y: 50 },
+        width: 170,
+        height: 80,
+        fontSize: 10,
+      },
+      {
+        name: 'activityDetails',
+        type: 'text',
+        position: { x: 20, y: 140 },
+        width: 170,
+        height: 120,
+        fontSize: 9,
+      },
+    ],
+  ],
+};
+
+export function buildActivityInputs(
+  data: ActivityData,
+  portName?: string,
+): Record<string, string>[] {
+  const summaryLines = [
+    `Activity Summary (${data.logs.length} events)`,
+    '─────────────────────',
+  ];
+
+  const sortedSummary = Object.entries(data.summary).sort((a, b) => b[1] - a[1]);
+  if (sortedSummary.length === 0) {
+    summaryLines.push('No activity recorded in the selected period.');
+  } else {
+    for (const [key, cnt] of sortedSummary.slice(0, 15)) {
+      summaryLines.push(`${key}: ${cnt}`);
+    }
+  }
+
+  const detailLines = ['Recent Activity Log', '─────────────────────'];
+  const recentLogs = data.logs.slice(0, 30);
+  if (recentLogs.length === 0) {
+    detailLines.push('No activity logs found.');
+  } else {
+    for (const log of recentLogs) {
+      const date = new Date(log.createdAt).toLocaleDateString('en-GB');
+      detailLines.push(
+        `${date}  ${log.action}  ${log.entityType}${log.entityId ? ` (${log.entityId.slice(0, 8)}...)` : ''}`,
+      );
+    }
+  }
+
+  return [
+    {
+      reportTitle: 'Activity Report',
+      portName: portName ?? 'Port Nimara',
+      generatedAt: `Generated: ${new Date(data.generatedAt).toLocaleString('en-GB')}`,
+      activitySummary: summaryLines.join('\n'),
+      activityDetails: detailLines.join('\n'),
+    },
+  ];
+}
--- a/src/lib/pdf/templates/reports/occupancy-report.ts
+++ b/src/lib/pdf/templates/reports/occupancy-report.ts
@@ -0,0 +1,87 @@
+import type { Template } from '@pdfme/common';
+
+import type { OccupancyData } from '@/lib/services/report-generators';
+
+export const occupancyReportTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      {
+        name: 'reportTitle',
+        type: 'text',
+        position: { x: 20, y: 15 },
+        width: 170,
+        height: 12,
+        fontSize: 20,
+      },
+      {
+        name: 'portName',
+        type: 'text',
+        position: { x: 20, y: 30 },
+        width: 130,
+        height: 8,
+        fontSize: 11,
+      },
+      {
+        name: 'generatedAt',
+        type: 'text',
+        position: { x: 140, y: 30 },
+        width: 50,
+        height: 8,
+        fontSize: 9,
+      },
+      {
+        name: 'occupancyRate',
+        type: 'text',
+        position: { x: 20, y: 50 },
+        width: 170,
+        height: 20,
+        fontSize: 16,
+      },
+      {
+        name: 'statusBreakdown',
+        type: 'text',
+        position: { x: 20, y: 80 },
+        width: 170,
+        height: 80,
+        fontSize: 10,
+      },
+    ],
+  ],
+};
+
+export function buildOccupancyInputs(
+  data: OccupancyData,
+  portName?: string,
+): Record<string, string>[] {
+  const statusLabels: Record<string, string> = {
+    available: 'Available',
+    under_offer: 'Under Offer',
+    sold: 'Sold / Occupied',
+  };
+
+  const breakdownLines = ['Berth Status Breakdown', '─────────────────────'];
+  const allStatuses = ['available', 'under_offer', 'sold'];
+  const unknownStatuses = Object.keys(data.statusCounts).filter(
+    (s) => !allStatuses.includes(s),
+  );
+
+  for (const status of [...allStatuses, ...unknownStatuses]) {
+    const cnt = data.statusCounts[status] ?? 0;
+    const label = statusLabels[status] ?? status.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
+    const pct = data.totalBerths > 0 ? ((cnt / data.totalBerths) * 100).toFixed(1) : '0.0';
+    breakdownLines.push(`${label}: ${cnt} berth(s)  (${pct}%)`);
+  }
+  breakdownLines.push('─────────────────────');
+  breakdownLines.push(`Total Berths: ${data.totalBerths}`);
+
+  return [
+    {
+      reportTitle: 'Berth Occupancy Report',
+      portName: portName ?? 'Port Nimara',
+      generatedAt: `Generated: ${new Date(data.generatedAt).toLocaleString('en-GB')}`,
+      occupancyRate: `Occupancy Rate: ${data.occupancyRate}%`,
+      statusBreakdown: breakdownLines.join('\n'),
+    },
+  ];
+}
--- a/src/lib/pdf/templates/reports/pipeline-report.ts
+++ b/src/lib/pdf/templates/reports/pipeline-report.ts
@@ -0,0 +1,112 @@
+import type { Template } from '@pdfme/common';
+
+import type { PipelineData } from '@/lib/services/report-generators';
+
+export const pipelineReportTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      {
+        name: 'reportTitle',
+        type: 'text',
+        position: { x: 20, y: 15 },
+        width: 170,
+        height: 12,
+        fontSize: 20,
+      },
+      {
+        name: 'portName',
+        type: 'text',
+        position: { x: 20, y: 30 },
+        width: 130,
+        height: 8,
+        fontSize: 11,
+      },
+      {
+        name: 'generatedAt',
+        type: 'text',
+        position: { x: 140, y: 30 },
+        width: 50,
+        height: 8,
+        fontSize: 9,
+      },
+      {
+        name: 'summaryText',
+        type: 'text',
+        position: { x: 20, y: 50 },
+        width: 170,
+        height: 100,
+        fontSize: 10,
+      },
+      {
+        name: 'detailsText',
+        type: 'text',
+        position: { x: 20, y: 160 },
+        width: 170,
+        height: 100,
+        fontSize: 9,
+      },
+    ],
+  ],
+};
+
+export function buildPipelineInputs(
+  data: PipelineData,
+  portName?: string,
+): Record<string, string>[] {
+  const stageOrder = [
+    'open',
+    'details_sent',
+    'in_communication',
+    'visited',
+    'signed_eoi_nda',
+    'deposit_10pct',
+    'contract',
+    'completed',
+  ];
+
+  const summaryLines = stageOrder
+    .filter((stage) => (data.stageCounts[stage] ?? 0) > 0)
+    .map((stage) => {
+      const label = stage.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
+      return `${label}: ${data.stageCounts[stage] ?? 0} interest(s)`;
+    });
+
+  // Include stages not in standard order
+  const unknownStages = Object.keys(data.stageCounts).filter(
+    (s) => !stageOrder.includes(s),
+  );
+  for (const stage of unknownStages) {
+    summaryLines.push(`${stage}: ${data.stageCounts[stage]} interest(s)`);
+  }
+
+  const totalInterests = Object.values(data.stageCounts).reduce((a, b) => a + b, 0);
+  summaryLines.unshift(`Total Active Interests: ${totalInterests}`);
+  summaryLines.unshift('Pipeline Stage Breakdown');
+  summaryLines.unshift('─────────────────────');
+
+  const detailLines = ['Top Interests by Value', '─────────────────────'];
+  if (data.topInterests.length === 0) {
+    detailLines.push('No interests with linked berths found.');
+  } else {
+    data.topInterests.forEach((interest, i) => {
+      const price = interest.berthPrice
+        ? `Berth Price: ${Number(interest.berthPrice).toLocaleString()}`
+        : 'No berth linked';
+      const stage = interest.pipelineStage
+        .replace(/_/g, ' ')
+        .replace(/\b\w/g, (c) => c.toUpperCase());
+      detailLines.push(`${i + 1}. Stage: ${stage}  |  ${price}`);
+    });
+  }
+
+  return [
+    {
+      reportTitle: 'Pipeline Summary Report',
+      portName: portName ?? 'Port Nimara',
+      generatedAt: `Generated: ${new Date(data.generatedAt).toLocaleString('en-GB')}`,
+      summaryText: summaryLines.join('\n'),
+      detailsText: detailLines.join('\n'),
+    },
+  ];
+}
--- a/src/lib/pdf/templates/reports/revenue-report.ts
+++ b/src/lib/pdf/templates/reports/revenue-report.ts
@@ -0,0 +1,102 @@
+import type { Template } from '@pdfme/common';
+
+import type { RevenueData } from '@/lib/services/report-generators';
+
+export const revenueReportTemplate: Template = {
+  basePdf: 'BLANK_PDF' as any,
+  schemas: [
+    [
+      {
+        name: 'reportTitle',
+        type: 'text',
+        position: { x: 20, y: 15 },
+        width: 170,
+        height: 12,
+        fontSize: 20,
+      },
+      {
+        name: 'portName',
+        type: 'text',
+        position: { x: 20, y: 30 },
+        width: 130,
+        height: 8,
+        fontSize: 11,
+      },
+      {
+        name: 'generatedAt',
+        type: 'text',
+        position: { x: 140, y: 30 },
+        width: 50,
+        height: 8,
+        fontSize: 9,
+      },
+      {
+        name: 'revenueBreakdown',
+        type: 'text',
+        position: { x: 20, y: 50 },
+        width: 170,
+        height: 120,
+        fontSize: 10,
+      },
+      {
+        name: 'totalText',
+        type: 'text',
+        position: { x: 20, y: 180 },
+        width: 170,
+        height: 20,
+        fontSize: 12,
+      },
+    ],
+  ],
+};
+
+export function buildRevenueInputs(
+  data: RevenueData,
+  portName?: string,
+): Record<string, string>[] {
+  const stageOrder = [
+    'open',
+    'details_sent',
+    'in_communication',
+    'visited',
+    'signed_eoi_nda',
+    'deposit_10pct',
+    'contract',
+    'completed',
+  ];
+
+  const breakdownLines = ['Revenue by Pipeline Stage', '─────────────────────'];
+
+  const orderedStages = [
+    ...stageOrder.filter((s) => data.stageRevenue[s] !== undefined),
+    ...Object.keys(data.stageRevenue).filter((s) => !stageOrder.includes(s)),
+  ];
+
+  if (orderedStages.length === 0) {
+    breakdownLines.push('No revenue data available.');
+  } else {
+    for (const stage of orderedStages) {
+      const label = stage.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
+      const amount = Number(data.stageRevenue[stage] ?? 0).toLocaleString(undefined, {
+        minimumFractionDigits: 2,
+        maximumFractionDigits: 2,
+      });
+      breakdownLines.push(`${label}: ${amount}`);
+    }
+  }
+
+  const totalCompleted = Number(data.totalCompleted).toLocaleString(undefined, {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2,
+  });
+
+  return [
+    {
+      reportTitle: 'Revenue Report',
+      portName: portName ?? 'Port Nimara',
+      generatedAt: `Generated: ${new Date(data.generatedAt).toLocaleString('en-GB')}`,
+      revenueBreakdown: breakdownLines.join('\n'),
+      totalText: `TOTAL COMPLETED REVENUE: ${totalCompleted}`,
+    },
+  ];
+}