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>
This commit is contained in:
189
src/lib/services/dashboard.service.ts
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189
src/lib/services/dashboard.service.ts
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import { and, count, desc, eq, inArray, isNull, sql, sum } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { clients } from '@/lib/db/schema/clients';
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import { interests } from '@/lib/db/schema/interests';
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import { berths } from '@/lib/db/schema/berths';
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import { systemSettings, auditLogs } from '@/lib/db/schema/system';
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import { PIPELINE_STAGES } from '@/lib/constants';
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// ─── Default pipeline weights ────────────────────────────────────────────────
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const DEFAULT_PIPELINE_WEIGHTS: Record<string, number> = {
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open: 0.05,
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details_sent: 0.10,
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in_communication: 0.20,
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visited: 0.35,
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signed_eoi_nda: 0.50,
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deposit_10pct: 0.70,
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contract: 0.90,
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completed: 1.00,
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};
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// ─── KPIs ─────────────────────────────────────────────────────────────────────
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export async function getKpis(portId: string) {
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const [totalClientsRow] = await db
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.select({ value: count() })
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.from(clients)
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.where(and(eq(clients.portId, portId), isNull(clients.archivedAt)));
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const [activeInterestsRow] = await db
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.select({ value: count() })
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.from(interests)
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)));
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// Pipeline value: SUM berths.price via JOIN from non-archived interests with berthId
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const pipelineRows = await db
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.select({ price: berths.price })
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.from(interests)
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.innerJoin(berths, eq(interests.berthId, berths.id))
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.where(
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and(
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eq(interests.portId, portId),
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isNull(interests.archivedAt),
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sql`${interests.berthId} IS NOT NULL`,
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),
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);
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const pipelineValueUsd = pipelineRows.reduce((acc, row) => {
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return acc + (row.price ? parseFloat(String(row.price)) : 0);
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}, 0);
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// Occupancy rate: (sold + under_offer) / total * 100
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const allBerthsRows = await db
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.select({ status: berths.status })
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.from(berths)
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.where(eq(berths.portId, portId));
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const totalBerths = allBerthsRows.length;
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const occupiedBerths = allBerthsRows.filter(
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(b) => b.status === 'sold' || b.status === 'under_offer',
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).length;
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const occupancyRate = totalBerths > 0 ? (occupiedBerths / totalBerths) * 100 : 0;
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return {
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totalClients: totalClientsRow?.value ?? 0,
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activeInterests: activeInterestsRow?.value ?? 0,
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pipelineValueUsd,
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occupancyRate,
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};
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}
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// ─── Pipeline Counts ──────────────────────────────────────────────────────────
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export async function getPipelineCounts(portId: string) {
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const rows = await db
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.select({
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stage: interests.pipelineStage,
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count: sql<number>`count(*)::int`,
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})
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.from(interests)
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)))
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.groupBy(interests.pipelineStage);
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const countsByStage = Object.fromEntries(rows.map((r) => [r.stage, r.count]));
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return PIPELINE_STAGES.map((stage) => ({
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stage,
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count: countsByStage[stage] ?? 0,
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}));
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}
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// ─── Revenue Forecast ─────────────────────────────────────────────────────────
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export async function getRevenueForecast(portId: string) {
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// Load weights from systemSettings
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let weights: Record<string, number> = DEFAULT_PIPELINE_WEIGHTS;
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let weightsSource: 'db' | 'default' = 'default';
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const settingRow = await db.query.systemSettings.findFirst({
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where: and(
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eq(systemSettings.key, 'pipeline_weights'),
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eq(systemSettings.portId, portId),
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),
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});
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if (settingRow?.value) {
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try {
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const parsed = settingRow.value as Record<string, number>;
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if (typeof parsed === 'object' && parsed !== null) {
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weights = parsed;
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weightsSource = 'db';
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}
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} catch {
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// Fall through to defaults
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}
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}
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// Fetch all non-archived interests with a linked berth and its price
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const interestRows = await db
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.select({
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id: interests.id,
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pipelineStage: interests.pipelineStage,
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berthPrice: berths.price,
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})
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.from(interests)
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.innerJoin(berths, eq(interests.berthId, berths.id))
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.where(
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and(
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eq(interests.portId, portId),
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isNull(interests.archivedAt),
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sql`${interests.berthId} IS NOT NULL`,
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),
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);
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// Build stageBreakdown
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const stageMap: Record<string, { count: number; weightedValue: number }> = {};
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for (const row of interestRows) {
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const stage = row.pipelineStage ?? 'open';
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const price = row.berthPrice ? parseFloat(String(row.berthPrice)) : 0;
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const weight = weights[stage] ?? 0;
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const weighted = price * weight;
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if (!stageMap[stage]) {
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stageMap[stage] = { count: 0, weightedValue: 0 };
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}
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stageMap[stage]!.count += 1;
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stageMap[stage]!.weightedValue += weighted;
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}
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const stageBreakdown = PIPELINE_STAGES.map((stage) => ({
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stage,
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count: stageMap[stage]?.count ?? 0,
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weightedValue: stageMap[stage]?.weightedValue ?? 0,
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}));
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const totalWeightedValue = stageBreakdown.reduce(
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(acc, s) => acc + s.weightedValue,
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0,
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);
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return {
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totalWeightedValue,
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stageBreakdown,
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weightsSource,
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};
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}
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// ─── Recent Activity ──────────────────────────────────────────────────────────
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export async function getRecentActivity(portId: string, limit = 20) {
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const rows = await db
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.select({
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id: auditLogs.id,
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action: auditLogs.action,
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entityType: auditLogs.entityType,
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entityId: auditLogs.entityId,
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userId: auditLogs.userId,
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metadata: auditLogs.metadata,
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createdAt: auditLogs.createdAt,
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})
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.from(auditLogs)
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.where(eq(auditLogs.portId, portId))
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.orderBy(desc(auditLogs.createdAt))
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.limit(limit);
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return rows;
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}
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