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:
218
src/lib/services/report-generators.ts
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218
src/lib/services/report-generators.ts
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import { and, count, eq, gte, isNull, lte, sql, sum } from 'drizzle-orm';
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import { db } from '@/lib/db';
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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 { auditLogs } from '@/lib/db/schema/system';
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// ─── Types ────────────────────────────────────────────────────────────────────
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export interface PipelineData {
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stageCounts: Record<string, number>;
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topInterests: Array<{
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id: string;
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clientId: string;
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pipelineStage: string;
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berthPrice: string | null;
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}>;
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generatedAt: string;
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}
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export interface RevenueData {
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stageRevenue: Record<string, string>;
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totalCompleted: string;
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generatedAt: string;
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}
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export interface ActivityData {
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logs: Array<{
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id: string;
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action: string;
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entityType: string;
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entityId: string | null;
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userId: string | null;
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createdAt: Date;
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}>;
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summary: Record<string, number>;
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generatedAt: string;
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}
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export interface OccupancyData {
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statusCounts: Record<string, number>;
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occupancyRate: number;
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totalBerths: number;
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generatedAt: string;
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}
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// ─── Pipeline ─────────────────────────────────────────────────────────────────
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export async function fetchPipelineData(
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portId: string,
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_params: Record<string, unknown>,
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): Promise<PipelineData> {
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// Count interests per pipeline stage (non-archived)
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const stageCounts = await db
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.select({
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stage: interests.pipelineStage,
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count: count(),
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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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const stageCountMap: Record<string, number> = {};
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for (const row of stageCounts) {
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stageCountMap[row.stage] = row.count;
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}
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// Top 10 interests by berth price (via join)
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const topInterestsRows = await db
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.select({
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id: interests.id,
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clientId: interests.clientId,
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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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.leftJoin(berths, eq(interests.berthId, berths.id))
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)))
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.orderBy(sql`${berths.price} DESC NULLS LAST`)
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.limit(10);
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return {
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stageCounts: stageCountMap,
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topInterests: topInterestsRows.map((r) => ({
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id: r.id,
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clientId: r.clientId,
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pipelineStage: r.pipelineStage,
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berthPrice: r.berthPrice ? String(r.berthPrice) : null,
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})),
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generatedAt: new Date().toISOString(),
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};
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}
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// ─── Revenue ──────────────────────────────────────────────────────────────────
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export async function fetchRevenueData(
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portId: string,
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_params: Record<string, unknown>,
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): Promise<RevenueData> {
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// Sum berth prices grouped by pipeline stage
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const stageRevenue = await db
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.select({
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stage: interests.pipelineStage,
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revenue: sum(berths.price),
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})
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.from(interests)
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.leftJoin(berths, eq(interests.berthId, berths.id))
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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 stageRevenueMap: Record<string, string> = {};
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for (const row of stageRevenue) {
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stageRevenueMap[row.stage] = row.revenue ? String(row.revenue) : '0';
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}
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// Total revenue from completed interests
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const completedRevenue = await db
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.select({ total: sum(berths.price) })
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.from(interests)
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.leftJoin(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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eq(interests.pipelineStage, 'completed'),
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isNull(interests.archivedAt),
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),
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);
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return {
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stageRevenue: stageRevenueMap,
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totalCompleted: completedRevenue[0]?.total ? String(completedRevenue[0].total) : '0',
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generatedAt: new Date().toISOString(),
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};
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}
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// ─── Activity ─────────────────────────────────────────────────────────────────
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export async function fetchActivityData(
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portId: string,
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params: Record<string, unknown>,
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): Promise<ActivityData> {
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const dateFrom = params.dateFrom as string | undefined;
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const dateTo = params.dateTo as string | undefined;
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const thirtyDaysAgo = new Date();
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thirtyDaysAgo.setDate(thirtyDaysAgo.getDate() - 30);
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const fromDate = dateFrom ? new Date(dateFrom) : thirtyDaysAgo;
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const conditions = [
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eq(auditLogs.portId, portId),
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gte(auditLogs.createdAt, fromDate),
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];
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if (dateTo) {
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conditions.push(lte(auditLogs.createdAt, new Date(dateTo)));
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}
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const logs = 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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createdAt: auditLogs.createdAt,
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})
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.from(auditLogs)
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.where(and(...conditions))
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.orderBy(sql`${auditLogs.createdAt} DESC`)
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.limit(200);
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// Group by action type
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const summary: Record<string, number> = {};
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for (const log of logs) {
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const key = `${log.action}:${log.entityType}`;
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summary[key] = (summary[key] ?? 0) + 1;
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}
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return {
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logs,
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summary,
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generatedAt: new Date().toISOString(),
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};
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}
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// ─── Occupancy ────────────────────────────────────────────────────────────────
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export async function fetchOccupancyData(
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portId: string,
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_params: Record<string, unknown>,
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): Promise<OccupancyData> {
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const statusCounts = await db
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.select({
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status: berths.status,
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count: count(),
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})
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.from(berths)
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.where(eq(berths.portId, portId))
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.groupBy(berths.status);
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const statusCountMap: Record<string, number> = {};
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let totalBerths = 0;
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for (const row of statusCounts) {
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statusCountMap[row.status] = row.count;
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totalBerths += row.count;
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}
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const occupiedCount =
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(statusCountMap['under_offer'] ?? 0) + (statusCountMap['sold'] ?? 0);
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const occupancyRate = totalBerths > 0 ? (occupiedCount / totalBerths) * 100 : 0;
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return {
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statusCounts: statusCountMap,
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occupancyRate: Math.round(occupancyRate * 10) / 10,
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totalBerths,
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generatedAt: new Date().toISOString(),
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};
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}
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