feat: build dashboard reporting #1
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import { and, asc, count, desc, eq, gte, inArray, isNull, lt, lte, ne, sql } from 'drizzle-orm';
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import { db } from '$lib/server/db';
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import {
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bookings,
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clients,
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contracts,
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contractRooms,
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invoices,
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rooms,
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services
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} from '$lib/server/db/schema';
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import { loadOrganizationContext } from '$lib/server/organizations';
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import type { PageServerLoad } from './$types';
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const dayMs = 24 * 60 * 60 * 1000;
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function pad(value: number) {
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return String(value).padStart(2, '0');
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}
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function dateOnly(date: Date) {
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return `${date.getFullYear()}-${pad(date.getMonth() + 1)}-${pad(date.getDate())}`;
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}
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function dateTimeLocal(date: Date) {
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return `${dateOnly(date)}T${pad(date.getHours())}:${pad(date.getMinutes())}`;
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}
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function startOfMonth(date: Date) {
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return new Date(date.getFullYear(), date.getMonth(), 1);
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}
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function endOfMonth(date: Date) {
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return new Date(date.getFullYear(), date.getMonth() + 1, 0);
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}
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function addDays(date: Date, days: number) {
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return new Date(date.getTime() + days * dayMs);
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}
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function addMonths(date: Date, months: number) {
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return new Date(date.getFullYear(), date.getMonth() + months, 1);
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}
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function monthKey(date: Date) {
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return `${date.getFullYear()}-${pad(date.getMonth() + 1)}`;
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}
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function monthLabel(date: Date) {
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return new Intl.DateTimeFormat('en-GB', { month: 'short', year: 'numeric' }).format(date);
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}
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function roomTypeLabel(type: string) {
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const labels: Record<string, string> = {
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meeting_room: 'Meeting rooms',
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private_office: 'Private offices',
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coworking_desk: 'Coworking desks'
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};
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return labels[type] ?? type;
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}
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function numberValue(value: unknown) {
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const parsed = Number(value ?? 0);
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return Number.isFinite(parsed) ? parsed : 0;
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}
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export const load: PageServerLoad = async ({ locals }) => {
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const { activeOrganizationId } = await loadOrganizationContext(locals);
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const today = new Date();
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const todayDate = dateOnly(today);
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const nowDateTime = dateTimeLocal(today);
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const soonDate = dateOnly(addDays(today, 60));
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const monthStart = dateOnly(startOfMonth(today));
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const monthEnd = dateOnly(endOfMonth(today));
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const sixMonthsAgo = startOfMonth(addMonths(today, -5));
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const activeContractCondition = and(
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eq(contracts.organizationId, activeOrganizationId),
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eq(contracts.status, 'active'),
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lte(contracts.startDate, todayDate),
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gte(contracts.endDate, todayDate),
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isNull(contracts.archivedAt)
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);
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const [
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[{ total: activeClients }],
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activeContractRows,
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[{ total: upcomingBookings }],
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[overdueInvoiceSummary],
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[monthlyBillingSummary],
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roomRows,
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upcomingBookingRows,
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endingContractRows,
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recentInvoiceRows,
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billingTrendInvoiceRows
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] = await Promise.all([
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db
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.select({ total: count() })
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.from(clients)
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.where(and(eq(clients.organizationId, activeOrganizationId), isNull(clients.archivedAt))),
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db
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.select({
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id: contracts.id,
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licenseFeeGbp: contracts.licenseFeeGbp
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})
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.from(contracts)
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.where(activeContractCondition),
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db
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.select({ total: count() })
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.from(bookings)
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.where(
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and(
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eq(bookings.organizationId, activeOrganizationId),
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gte(bookings.startsAt, nowDateTime),
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ne(bookings.status, 'cancelled'),
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isNull(bookings.archivedAt)
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)
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),
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db
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.select({
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total: count(),
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valueGbp: sql<number>`coalesce(sum(${invoices.totalGbp}), 0)`
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})
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.from(invoices)
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.where(
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and(
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eq(invoices.organizationId, activeOrganizationId),
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lt(invoices.dueDate, todayDate),
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isNull(invoices.archivedAt)
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)
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),
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db
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.select({
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valueGbp: sql<number>`coalesce(sum(${invoices.totalGbp}), 0)`
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})
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.from(invoices)
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.where(
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and(
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eq(invoices.organizationId, activeOrganizationId),
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gte(invoices.issueDate, monthStart),
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lte(invoices.issueDate, monthEnd),
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isNull(invoices.archivedAt)
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)
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),
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db
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.select({
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id: rooms.id,
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name: rooms.name,
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type: rooms.type,
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sqFt: rooms.sqFt,
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workstations: rooms.workstations,
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pricePerMonthGbp: rooms.pricePerMonthGbp
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})
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.from(rooms)
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.where(and(eq(rooms.organizationId, activeOrganizationId), isNull(rooms.archivedAt)))
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.orderBy(asc(rooms.name)),
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db
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.select({
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id: bookings.id,
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clientName: clients.name,
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roomName: rooms.name,
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serviceName: services.name,
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startsAt: bookings.startsAt,
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endsAt: bookings.endsAt,
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status: bookings.status
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})
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.from(bookings)
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.innerJoin(clients, eq(bookings.clientId, clients.id))
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.innerJoin(rooms, eq(bookings.roomId, rooms.id))
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.leftJoin(services, eq(bookings.serviceId, services.id))
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.where(
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and(
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eq(bookings.organizationId, activeOrganizationId),
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gte(bookings.startsAt, nowDateTime),
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ne(bookings.status, 'cancelled'),
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isNull(bookings.archivedAt)
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)
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)
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.orderBy(asc(bookings.startsAt))
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.limit(6),
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db
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.select({
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id: contracts.id,
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clientName: clients.name,
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serviceName: services.name,
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licenseFeeGbp: contracts.licenseFeeGbp,
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startDate: contracts.startDate,
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endDate: contracts.endDate,
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status: contracts.status
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})
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.from(contracts)
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.innerJoin(clients, eq(contracts.clientId, clients.id))
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.leftJoin(services, eq(contracts.serviceId, services.id))
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.where(
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and(
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eq(contracts.organizationId, activeOrganizationId),
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eq(contracts.status, 'active'),
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gte(contracts.endDate, todayDate),
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lte(contracts.endDate, soonDate),
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isNull(contracts.archivedAt)
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)
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)
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.orderBy(asc(contracts.endDate))
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.limit(6),
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db
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.select({
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id: invoices.id,
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invoiceNumber: invoices.invoiceNumber,
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clientName: clients.name,
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issueDate: invoices.issueDate,
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dueDate: invoices.dueDate,
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totalGbp: invoices.totalGbp
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})
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.from(invoices)
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.innerJoin(clients, eq(invoices.clientId, clients.id))
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.where(and(eq(invoices.organizationId, activeOrganizationId), isNull(invoices.archivedAt)))
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.orderBy(desc(invoices.issueDate), desc(invoices.createdAt))
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.limit(6),
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db
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.select({
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issueDate: invoices.issueDate,
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totalGbp: invoices.totalGbp
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})
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.from(invoices)
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.where(
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and(
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eq(invoices.organizationId, activeOrganizationId),
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gte(invoices.issueDate, dateOnly(sixMonthsAgo)),
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isNull(invoices.archivedAt)
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)
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)
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]);
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const activeContractIds = activeContractRows.map((contract) => contract.id);
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const activeContractRoomLinks =
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activeContractIds.length > 0
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? await db
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.select({
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contractId: contractRooms.contractId,
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roomId: contractRooms.roomId,
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roomName: rooms.name,
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roomType: rooms.type
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})
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.from(contractRooms)
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.innerJoin(rooms, eq(contractRooms.roomId, rooms.id))
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.where(
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and(
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inArray(contractRooms.contractId, activeContractIds),
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eq(rooms.organizationId, activeOrganizationId),
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isNull(rooms.archivedAt)
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)
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)
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.orderBy(asc(rooms.name))
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: [];
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const endingContractIds = endingContractRows.map((contract) => contract.id);
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const endingContractRoomLinks =
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endingContractIds.length > 0
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? await db
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.select({
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contractId: contractRooms.contractId,
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roomName: rooms.name
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})
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.from(contractRooms)
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.innerJoin(rooms, eq(contractRooms.roomId, rooms.id))
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.where(
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and(
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inArray(contractRooms.contractId, endingContractIds),
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eq(rooms.organizationId, activeOrganizationId),
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isNull(rooms.archivedAt)
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)
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)
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.orderBy(asc(rooms.name))
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: [];
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const roomNamesByEndingContract = new Map<string, string[]>();
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for (const link of endingContractRoomLinks) {
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const existing = roomNamesByEndingContract.get(link.contractId) ?? [];
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existing.push(link.roomName);
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roomNamesByEndingContract.set(link.contractId, existing);
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}
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const allocatedRoomIds = new Set(activeContractRoomLinks.map((link) => link.roomId));
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const monthlyLicenseFeesGbp = activeContractRows.reduce(
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(total, contract) => total + numberValue(contract.licenseFeeGbp),
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0
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);
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const roomTypes = new Map<
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string,
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{
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type: string;
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label: string;
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total: number;
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allocated: number;
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workstations: number;
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sqFt: number;
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}
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>();
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for (const room of roomRows) {
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const summary = roomTypes.get(room.type) ?? {
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type: room.type,
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label: roomTypeLabel(room.type),
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total: 0,
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allocated: 0,
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workstations: 0,
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sqFt: 0
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};
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summary.total += 1;
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summary.allocated += allocatedRoomIds.has(room.id) ? 1 : 0;
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summary.workstations += room.workstations ?? 0;
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summary.sqFt += room.sqFt ?? 0;
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roomTypes.set(room.type, summary);
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}
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const billingTrendMap = new Map<string, { month: string; label: string; totalGbp: number }>();
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for (let index = 0; index < 6; index += 1) {
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const month = addMonths(sixMonthsAgo, index);
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billingTrendMap.set(monthKey(month), {
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month: monthKey(month),
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label: monthLabel(month),
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totalGbp: 0
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});
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}
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for (const invoice of billingTrendInvoiceRows) {
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const issuedAt = new Date(`${invoice.issueDate}T00:00:00`);
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const key = monthKey(issuedAt);
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const existing = billingTrendMap.get(key);
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if (!existing) continue;
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existing.totalGbp += numberValue(invoice.totalGbp);
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}
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const billingTrend = [...billingTrendMap.values()];
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return {
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metrics: {
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activeClients,
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activeContracts: activeContractRows.length,
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upcomingBookings,
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overdueInvoices: overdueInvoiceSummary.total,
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overdueInvoicesGbp: numberValue(overdueInvoiceSummary.valueGbp),
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monthlyBillingGbp: numberValue(monthlyBillingSummary.valueGbp),
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monthlyLicenseFeesGbp,
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totalRooms: roomRows.length,
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allocatedRooms: allocatedRoomIds.size,
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occupancyPercent:
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roomRows.length > 0 ? Math.round((allocatedRoomIds.size / roomRows.length) * 100) : 0
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},
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roomSummary: {
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types: [...roomTypes.values()],
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allocatedRooms: activeContractRoomLinks.map((link) => ({
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roomId: link.roomId,
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roomName: link.roomName,
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roomType: roomTypeLabel(link.roomType)
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}))
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},
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billingTrend,
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upcomingBookings: upcomingBookingRows,
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contractsEndingSoon: endingContractRows.map((contract) => ({
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...contract,
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roomNames: roomNamesByEndingContract.get(contract.id) ?? []
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})),
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recentInvoices: recentInvoiceRows,
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meta: {
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monthLabel: monthLabel(today),
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overdueInvoiceBasis:
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'Invoices have no payment status yet, so this shows invoices past due date.'
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}
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};
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};
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Reference in New Issue
Block a user