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/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')}`,
+  };
+}