Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of the legacy `interests.berth_id` column now reads / writes through the `interest_berths` junction via the helper service introduced in Phase 2a; the column itself is dropped in a final migration. Service-layer changes - interests.service: filter `?berthId=X` becomes EXISTS-against-junction; list enrichment uses `getPrimaryBerthsForInterests`; create/update/ linkBerth/unlinkBerth all dispatch through the junction helpers, with createInterest's row insert + junction write sharing a single transaction. - clients / dashboard / report-generators / search: leftJoin chains pivot through `interest_berths` filtered by `is_primary=true`. - eoi-context / document-templates / berth-rules-engine / portal / record-export / queue worker: read primary via `getPrimaryBerth(...)`. - interest-scoring: berthLinked is now derived from any junction row count. - dedup/migration-apply + public interest route: write a primary junction row alongside the interest insert when a berth is provided. API contract preserved: list/detail responses still emit `berthId` and `berthMooringNumber`, derived from the primary junction row, so frontend consumers (interest-form, interest-detail-header) need no changes. Schema + migration - Drop `interestsRelations.berth` and `idx_interests_berth`. - Replace `berthsRelations.interests` with `interestBerths`. - Migration 0029_puzzling_romulus drops `interests.berth_id` + the index. - Tests that previously inserted `interests.berthId` now seed a primary junction row alongside the interest. Verified: vitest 995 passing (1 unrelated pre-existing flake in maintenance-cleanup.test.ts), tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
179 lines
6.5 KiB
TypeScript
179 lines
6.5 KiB
TypeScript
import { and, count, desc, eq, isNull, sql } 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, interestBerths } 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, STAGE_WEIGHTS } from '@/lib/constants';
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const DEFAULT_PIPELINE_WEIGHTS: Record<string, number> = STAGE_WEIGHTS;
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// "Active" = not archived AND not closed as lost/cancelled. Won interests are
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// still counted because they represent revenue. Used everywhere KPIs say
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// "active interests" or "pipeline value".
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const isActiveInterest = sql`(${interests.outcome} IS NULL OR ${interests.outcome} = 'won')`;
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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), isActiveInterest));
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// Pipeline value: SUM each berth's price ONCE regardless of how many active
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// interests reference it. A berth with multiple interests would otherwise be
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// counted multiple times, inflating the total. Reads the primary-berth link
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// via interest_berths (plan §3.4).
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const pipelineRows = await db
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.selectDistinct({ berthId: interestBerths.berthId, price: berths.price })
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.from(interests)
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.innerJoin(
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interestBerths,
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and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
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)
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.innerJoin(berths, eq(interestBerths.berthId, berths.id))
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt), isActiveInterest));
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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), isActiveInterest))
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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(eq(systemSettings.key, 'pipeline_weights'), eq(systemSettings.portId, portId)),
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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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// Forecast excludes lost/cancelled - only currently-active or won-out
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// interests should affect the weighted pipeline value. Reads the
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// primary-berth link via interest_berths (plan §3.4).
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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(
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interestBerths,
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and(eq(interestBerths.interestId, interests.id), eq(interestBerths.isPrimary, true)),
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)
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.innerJoin(berths, eq(interestBerths.berthId, berths.id))
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt), isActiveInterest));
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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((acc, s) => acc + s.weightedValue, 0);
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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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