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/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')}`,
+  };
+}