diff --git a/backend/src/db/seeders/20231127130745-sample-data.js b/backend/src/db/seeders/20231127130745-sample-data.js index 88527ff..2f81849 100644 --- a/backend/src/db/seeders/20231127130745-sample-data.js +++ b/backend/src/db/seeders/20231127130745-sample-data.js @@ -36,6 +36,8 @@ const Departments = db.departments; const RolePermissions = db.role_permissions; +const Permissions = db.permissions; + const ApprovalWorkflows = db.approval_workflows; const ApprovalSteps = db.approval_steps; diff --git a/backend/src/index.js b/backend/src/index.js index c405d31..3e08ae0 100644 --- a/backend/src/index.js +++ b/backend/src/index.js @@ -121,6 +121,8 @@ const documentsRoutes = require('./routes/documents'); const compliance_alertsRoutes = require('./routes/compliance_alerts'); +const executive_summaryRoutes = require('./routes/executive_summary'); + const getBaseUrl = (url) => { if (!url) return ''; @@ -277,6 +279,8 @@ app.use('/api/documents', passport.authenticate('jwt', {session: false}), docume app.use('/api/compliance_alerts', passport.authenticate('jwt', {session: false}), compliance_alertsRoutes); +app.use('/api/executive-summary', passport.authenticate('jwt', {session: false}), executive_summaryRoutes); + app.use( '/api/openai', passport.authenticate('jwt', { session: false }), diff --git a/backend/src/routes/executive_summary.js b/backend/src/routes/executive_summary.js new file mode 100644 index 0000000..1e1c70f --- /dev/null +++ b/backend/src/routes/executive_summary.js @@ -0,0 +1,969 @@ +const express = require('express'); +const db = require('../db/models'); +const wrapAsync = require('../helpers').wrapAsync; + +const router = express.Router(); +const { Op } = db.Sequelize; + +const scopeByOrganization = (currentUser, fieldName = 'organizationId') => { + if (currentUser?.app_role?.globalAccess) { + return {}; + } + + const organizationId = currentUser?.organization?.id || currentUser?.organizationId || currentUser?.organizationsId; + + if (!organizationId) { + return {}; + } + + return { + [fieldName]: organizationId, + }; +}; + +const toNumber = (value) => { + const parsedValue = Number(value || 0); + + if (Number.isNaN(parsedValue)) { + return 0; + } + + return parsedValue; +}; + +const sumCurrency = async (model, field, currency, where, organizationField = 'organizationId') => { + const value = await model.sum(field, { + where: { + ...scopeByOrganization(where.currentUser, organizationField), + ...where.filters, + currency, + }, + }); + + return toNumber(value); +}; + +const WORKSPACE_ROLES = { + superAdmin: 'Super Administrator', + administrator: 'Administrator', + directorGeneral: 'Director General', + financeDirector: 'Finance Director', + procurementLead: 'Procurement Lead', + complianceAuditLead: 'Compliance and Audit Lead', + projectDeliveryLead: 'Project Delivery Lead', +}; + +const formatCurrencyValue = (value, currency) => + new Intl.NumberFormat(currency === 'CDF' ? 'fr-CD' : 'en-US', { + style: 'currency', + currency, + maximumFractionDigits: 0, + }).format(toNumber(value)); + +const formatMetricValue = (summary, metricKey) => { + switch (metricKey) { + case 'approvedBudget': + case 'committedBudget': + case 'disbursedBudget': + case 'budgetVariance': + return `${formatCurrencyValue(summary[metricKey]?.USD, 'USD')} / ${formatCurrencyValue(summary[metricKey]?.CDF, 'CDF')}`; + case 'averageProjectProgress': + return `${toNumber(summary[metricKey])}%`; + default: + return `${toNumber(summary[metricKey])}`; + } +}; + +const getCollectionCount = (datasets, collectionKey) => { + const collection = datasets[collectionKey]; + + if (Array.isArray(collection)) { + return collection.length; + } + + return 0; +}; + +const workspacePayloadConfigs = { + [WORKSPACE_ROLES.superAdmin]: { + summaryMetricKeys: ['activeProjects', 'pendingApprovals', 'openRiskAlerts', 'contractsNearingExpiry', 'unreadNotifications', 'vendorComplianceAlerts'], + focusCards: [ + { + key: 'super-admin-approvals', + title: 'Workflow backlog requiring oversight', + metricKey: 'pendingApprovals', + note: 'Pending approvals across the accessible ERP scope that may require escalation or reassignment.', + href: '/approvals/approvals-list', + }, + { + key: 'super-admin-alerts', + title: 'Open risk exposure', + metricKey: 'openRiskAlerts', + note: 'High and critical alerts still unresolved across contracts, vendors, and operational records.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'super-admin-projects', + title: 'Live execution footprint', + metricKey: 'activeProjects', + note: 'Projects currently moving through the institution and contributing to workload volume.', + href: '/projects/projects-list', + }, + { + key: 'super-admin-notifications', + title: 'Unread notices', + metricKey: 'unreadNotifications', + note: 'Unread workflow, control, and system notices that may hide operational friction.', + href: '/notifications/notifications-list', + }, + ], + watchlistCards: [ + { + key: 'super-admin-approval-queue', + title: 'Escalation approval inbox', + collectionKey: 'approvalQueue', + note: 'Oldest pending decisions visible from the platform oversight layer.', + href: '/approvals/approvals-list', + }, + { + key: 'super-admin-risk-watch', + title: 'Platform red-flag watchlist', + collectionKey: 'riskPanel', + note: 'The most severe open alerts currently demanding follow-up.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'super-admin-notification-watch', + title: 'Unread institutional notices', + collectionKey: 'recentNotifications', + note: 'Recent notifications that may indicate configuration or workflow issues.', + href: '/notifications/notifications-list', + }, + ], + }, + [WORKSPACE_ROLES.administrator]: { + summaryMetricKeys: ['pendingApprovals', 'unreadNotifications', 'contractsNearingExpiry', 'openRiskAlerts', 'activeProjects', 'procurementPipeline'], + focusCards: [ + { + key: 'admin-approvals', + title: 'Approvals awaiting operational follow-through', + metricKey: 'pendingApprovals', + note: 'Work items that often surface workflow setup gaps, delegation issues, or stalled administrative action.', + href: '/approvals/approvals-list', + }, + { + key: 'admin-notifications', + title: 'Unread admin-facing notices', + metricKey: 'unreadNotifications', + note: 'Recent notifications that can point to user support, assignment, or setup problems.', + href: '/notifications/notifications-list', + }, + { + key: 'admin-contracts', + title: 'Contracts nearing renewal attention', + metricKey: 'contractsNearingExpiry', + note: 'Active contracts nearing expiry and likely to trigger administrative coordination.', + href: '/contracts/contracts-list', + }, + { + key: 'admin-pipeline', + title: 'Procurement workload in motion', + metricKey: 'procurementPipeline', + note: 'Requisitions advancing through review, tendering, or award that can pressure operations teams.', + href: '/requisitions/requisitions-list', + }, + ], + watchlistCards: [ + { + key: 'admin-approval-queue', + title: 'Operational approval queue', + collectionKey: 'approvalQueue', + note: 'A quick read on which approvals need routing or user follow-up.', + href: '/approvals/approvals-list', + }, + { + key: 'admin-procurement-queue', + title: 'Live procurement queue', + collectionKey: 'procurementQueue', + note: 'Requisitions that may be blocked by setup, documentation, or coordination issues.', + href: '/requisitions/requisitions-list', + }, + { + key: 'admin-notification-watch', + title: 'Recent administrative notices', + collectionKey: 'recentNotifications', + note: 'Recent events to help admins spot support and process issues early.', + href: '/notifications/notifications-list', + }, + ], + }, + [WORKSPACE_ROLES.directorGeneral]: { + summaryMetricKeys: ['approvedBudget', 'committedBudget', 'disbursedBudget', 'pendingApprovals', 'highRiskProjects', 'contractsNearingExpiry'], + focusCards: [ + { + key: 'dg-budget', + title: 'Approved budget envelope', + metricKey: 'approvedBudget', + note: 'Current allocation envelope available for strategic oversight and institutional steering.', + href: '/allocations/allocations-list', + }, + { + key: 'dg-disbursed', + title: 'Disbursements already released', + metricKey: 'disbursedBudget', + note: 'Payments processed so far, useful for comparing commitment and delivery momentum.', + href: '/payments/payments-list', + }, + { + key: 'dg-risk-projects', + title: 'Projects under elevated risk', + metricKey: 'highRiskProjects', + note: 'Projects flagged high or critical risk and likely to require executive attention.', + href: '/projects/projects-list', + }, + { + key: 'dg-contracts', + title: 'Contracts nearing decision point', + metricKey: 'contractsNearingExpiry', + note: 'Active contracts approaching expiry that may affect program continuity or exposure.', + href: '/contracts/contracts-list', + }, + ], + watchlistCards: [ + { + key: 'dg-contract-watch', + title: 'Executive contract watchlist', + collectionKey: 'contractWatchlist', + note: 'Contracts closest to expiry or requiring strategic follow-up.', + href: '/contracts/contracts-list', + }, + { + key: 'dg-risk-watch', + title: 'Strategic risk watchlist', + collectionKey: 'riskPanel', + note: 'High-severity alerts that can affect institutional delivery credibility.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'dg-rollout-watch', + title: 'Province rollout overview', + collectionKey: 'provinceRollout', + note: 'Delivery footprint by province to help spot uneven execution patterns.', + href: '/projects/projects-list', + }, + ], + }, + [WORKSPACE_ROLES.financeDirector]: { + summaryMetricKeys: ['approvedBudget', 'committedBudget', 'disbursedBudget', 'overduePayments', 'pendingApprovals', 'unreadNotifications'], + focusCards: [ + { + key: 'finance-approved', + title: 'Approved budget base', + metricKey: 'approvedBudget', + note: 'The fiscal envelope currently approved and available for expenditure control.', + href: '/allocations/allocations-list', + }, + { + key: 'finance-committed', + title: 'Committed demand', + metricKey: 'committedBudget', + note: 'Requisition value moving toward tender, award, or contract conversion.', + href: '/requisitions/requisitions-list', + }, + { + key: 'finance-disbursed', + title: 'Disbursed amount', + metricKey: 'disbursedBudget', + note: 'Processed payments already released, useful for cash-control tracking.', + href: '/payments/payments-list', + }, + { + key: 'finance-overdue', + title: 'Aging payment requests', + metricKey: 'overduePayments', + note: 'Submitted or approved requests older than 30 days and likely creating vendor pressure.', + href: '/payment_requests/payment_requests-list', + }, + ], + watchlistCards: [ + { + key: 'finance-payment-watch', + title: 'Payment control watchlist', + collectionKey: 'recentNotifications', + note: 'Recent notices that may affect settlement timing or finance follow-through.', + href: '/notifications/notifications-list', + }, + { + key: 'finance-approval-watch', + title: 'Approvals blocking spend', + collectionKey: 'approvalQueue', + note: 'Pending approvals that can delay commitments, invoicing, or disbursement.', + href: '/approvals/approvals-list', + }, + { + key: 'finance-contract-watch', + title: 'Contract value watchlist', + collectionKey: 'topContracts', + note: 'Largest contracts in scope for exposure review and budget tracking.', + href: '/contracts/contracts-list', + }, + ], + }, + [WORKSPACE_ROLES.procurementLead]: { + summaryMetricKeys: ['procurementPipeline', 'pendingApprovals', 'contractsNearingExpiry', 'vendorComplianceAlerts', 'openRiskAlerts', 'activeProjects'], + focusCards: [ + { + key: 'procurement-pipeline', + title: 'Live requisition pipeline', + metricKey: 'procurementPipeline', + note: 'Requisitions actively progressing through review, tender, and award stages.', + href: '/requisitions/requisitions-list', + }, + { + key: 'procurement-approvals', + title: 'Approvals slowing procurement', + metricKey: 'pendingApprovals', + note: 'Pending workflow actions that can delay conversion from request to tender or contract.', + href: '/approvals/approvals-list', + }, + { + key: 'procurement-contracts', + title: 'Contracts close to expiry', + metricKey: 'contractsNearingExpiry', + note: 'Active contracts approaching expiry and likely to require extension or replacement planning.', + href: '/contracts/contracts-list', + }, + { + key: 'procurement-vendor-alerts', + title: 'Vendor compliance issues', + metricKey: 'vendorComplianceAlerts', + note: 'Open missing-document or expiry alerts that may block award or execution readiness.', + href: '/compliance_alerts/compliance_alerts-list', + }, + ], + watchlistCards: [ + { + key: 'procurement-queue', + title: 'Priority procurement queue', + collectionKey: 'procurementQueue', + note: 'Newest or most urgent requisitions requiring action from the procurement desk.', + href: '/requisitions/requisitions-list', + }, + { + key: 'procurement-contract-watch', + title: 'Expiring contract watchlist', + collectionKey: 'contractWatchlist', + note: 'Contracts most likely to create continuity or sourcing pressure soon.', + href: '/contracts/contracts-list', + }, + { + key: 'procurement-approval-watch', + title: 'Approval blockers to clear', + collectionKey: 'approvalQueue', + note: 'Pending approvals tied to the demand-to-award flow.', + href: '/approvals/approvals-list', + }, + ], + }, + [WORKSPACE_ROLES.complianceAuditLead]: { + summaryMetricKeys: ['openRiskAlerts', 'vendorComplianceAlerts', 'contractsNearingExpiry', 'pendingApprovals', 'overduePayments', 'unreadNotifications'], + focusCards: [ + { + key: 'compliance-risks', + title: 'Open control alerts', + metricKey: 'openRiskAlerts', + note: 'High and critical alerts requiring audit or compliance follow-up.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'compliance-vendors', + title: 'Vendor evidence gaps', + metricKey: 'vendorComplianceAlerts', + note: 'Vendor-related missing-document and expiry issues that can undermine compliance posture.', + href: '/vendors/vendors-list', + }, + { + key: 'compliance-contracts', + title: 'Contracts nearing obligation review', + metricKey: 'contractsNearingExpiry', + note: 'Expiring contracts that may require evidence review, amendments, or closure checks.', + href: '/contracts/contracts-list', + }, + { + key: 'compliance-payments', + title: 'Aging payment exposure', + metricKey: 'overduePayments', + note: 'Older payment requests that can indicate weak controls or missing approvals.', + href: '/payment_requests/payment_requests-list', + }, + ], + watchlistCards: [ + { + key: 'compliance-risk-watch', + title: 'Highest-severity red flags', + collectionKey: 'riskPanel', + note: 'Open alerts with the strongest likelihood of control failure or audit finding.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'compliance-approval-watch', + title: 'Approvals with control exposure', + collectionKey: 'approvalQueue', + note: 'Pending approvals where evidence, delegation, or routing should be verified.', + href: '/approvals/approvals-list', + }, + { + key: 'compliance-notification-watch', + title: 'Recent control notices', + collectionKey: 'recentNotifications', + note: 'Notifications that can help trace exceptions and follow-up points.', + href: '/notifications/notifications-list', + }, + ], + }, + [WORKSPACE_ROLES.projectDeliveryLead]: { + summaryMetricKeys: ['activeProjects', 'averageProjectProgress', 'highRiskProjects', 'pendingApprovals', 'overduePayments', 'unreadNotifications'], + focusCards: [ + { + key: 'delivery-projects', + title: 'Projects in execution', + metricKey: 'activeProjects', + note: 'Active projects currently moving through implementation and field follow-through.', + href: '/projects/projects-list', + }, + { + key: 'delivery-progress', + title: 'Average execution progress', + metricKey: 'averageProjectProgress', + note: 'Average completion across approved and active projects in the accessible delivery scope.', + href: '/projects/projects-list', + }, + { + key: 'delivery-risks', + title: 'Projects under elevated risk', + metricKey: 'highRiskProjects', + note: 'Projects marked high or critical risk and likely to affect delivery commitments.', + href: '/projects/projects-list', + }, + { + key: 'delivery-payments', + title: 'Payment requests creating delivery lag', + metricKey: 'overduePayments', + note: 'Aging payment requests that can block contractors, milestones, or field mobilization.', + href: '/payment_requests/payment_requests-list', + }, + ], + watchlistCards: [ + { + key: 'delivery-rollout-watch', + title: 'Province rollout snapshot', + collectionKey: 'provinceRollout', + note: 'Provincial delivery concentration and completion spread across the current portfolio.', + href: '/projects/projects-list', + }, + { + key: 'delivery-risk-watch', + title: 'Delivery risk watchlist', + collectionKey: 'riskPanel', + note: 'Open alerts most likely to disrupt project execution.', + href: '/compliance_alerts/compliance_alerts-list', + }, + { + key: 'delivery-approval-watch', + title: 'Approvals affecting execution', + collectionKey: 'approvalQueue', + note: 'Pending approvals that can delay works, procurement, or milestone completion.', + href: '/approvals/approvals-list', + }, + ], + }, +}; + +const buildWorkspacePayload = (roleName, summary, datasets) => { + const roleConfig = workspacePayloadConfigs[roleName] || workspacePayloadConfigs[WORKSPACE_ROLES.projectDeliveryLead]; + + return { + roleName: roleName || WORKSPACE_ROLES.projectDeliveryLead, + summaryMetricKeys: roleConfig.summaryMetricKeys, + focusCards: roleConfig.focusCards.map((card) => ({ + key: card.key, + title: card.title, + value: formatMetricValue(summary, card.metricKey), + note: card.note, + href: card.href, + })), + watchlistCards: roleConfig.watchlistCards.map((card) => ({ + key: card.key, + title: card.title, + count: getCollectionCount(datasets, card.collectionKey), + note: card.note, + href: card.href, + })), + }; +}; + +router.get( + '/', + wrapAsync(async (req, res) => { + const currentUser = req.currentUser; + const now = new Date(); + const contractExpiryWindow = new Date(now); + const overduePaymentThreshold = new Date(now); + + contractExpiryWindow.setDate(contractExpiryWindow.getDate() + 60); + overduePaymentThreshold.setDate(overduePaymentThreshold.getDate() - 30); + + const allocationFilters = { + currentUser, + filters: { + status: { + [Op.in]: ['approved', 'active'], + }, + }, + }; + + const requisitionFilters = { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['submitted', 'under_review', 'approved', 'in_tender', 'awarded', 'converted_to_contract'], + }, + }; + + const paymentFilters = { + ...scopeByOrganization(currentUser), + status: 'processed', + }; + + const [ + approvedBudgetUSD, + approvedBudgetCDF, + committedBudgetUSD, + committedBudgetCDF, + disbursedBudgetUSD, + disbursedBudgetCDF, + activeProjects, + procurementPipeline, + pendingApprovals, + contractsNearingExpiry, + overduePayments, + vendorComplianceAlerts, + openRiskAlerts, + unreadNotifications, + averageProjectProgress, + highRiskProjects, + topContracts, + contractWatchlist, + approvalQueue, + procurementQueue, + riskPanel, + rolloutProjects, + recentNotifications, + ] = await Promise.all([ + sumCurrency(db.allocations, 'amount', 'USD', allocationFilters, 'organizationsId'), + sumCurrency(db.allocations, 'amount', 'CDF', allocationFilters, 'organizationsId'), + sumCurrency(db.requisitions, 'estimated_amount', 'USD', { currentUser, filters: requisitionFilters }), + sumCurrency(db.requisitions, 'estimated_amount', 'CDF', { currentUser, filters: requisitionFilters }), + sumCurrency(db.payments, 'amount', 'USD', { currentUser, filters: paymentFilters }), + sumCurrency(db.payments, 'amount', 'CDF', { currentUser, filters: paymentFilters }), + db.projects.count({ + where: { + ...scopeByOrganization(currentUser), + status: 'active', + }, + }), + db.requisitions.count({ + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['submitted', 'under_review', 'approved', 'in_tender', 'awarded'], + }, + }, + }), + db.approvals.count({ + where: { + ...scopeByOrganization(currentUser), + status: 'pending', + }, + }), + db.contracts.count({ + where: { + ...scopeByOrganization(currentUser), + status: 'active', + end_date: { + [Op.between]: [now, contractExpiryWindow], + }, + }, + }), + db.payment_requests.count({ + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['submitted', 'under_review', 'approved', 'batched'], + }, + requested_at: { + [Op.lte]: overduePaymentThreshold, + }, + }, + }), + db.compliance_alerts.count({ + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['open', 'acknowledged'], + }, + alert_type: { + [Op.in]: ['vendor_document_expiry', 'missing_document'], + }, + }, + }), + db.compliance_alerts.count({ + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['open', 'acknowledged'], + }, + severity: { + [Op.in]: ['high', 'critical'], + }, + }, + }), + db.notifications.count({ + where: { + ...scopeByOrganization(currentUser), + read: false, + }, + }), + db.projects.aggregate('completion_percent', 'avg', { + plain: true, + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['approved', 'active', 'on_hold', 'completed'], + }, + }, + }), + db.projects.count({ + where: { + ...scopeByOrganization(currentUser), + risk_level: { + [Op.in]: ['high', 'critical'], + }, + status: { + [Op.in]: ['approved', 'active', 'on_hold'], + }, + }, + }), + db.contracts.findAll({ + attributes: ['id', 'contract_number', 'title', 'contract_value', 'currency', 'end_date', 'status'], + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['active', 'suspended', 'completed', 'expired'], + }, + }, + include: [ + { + model: db.vendors, + as: 'vendor', + attributes: ['name'], + }, + { + model: db.projects, + as: 'project', + attributes: ['name'], + }, + ], + order: [['contract_value', 'DESC']], + limit: 5, + }), + db.contracts.findAll({ + attributes: ['id', 'contract_number', 'title', 'contract_value', 'currency', 'end_date', 'status'], + where: { + ...scopeByOrganization(currentUser), + status: 'active', + end_date: { + [Op.between]: [now, contractExpiryWindow], + }, + }, + include: [ + { + model: db.vendors, + as: 'vendor', + attributes: ['name'], + }, + { + model: db.projects, + as: 'project', + attributes: ['name'], + }, + ], + order: [['end_date', 'ASC']], + limit: 6, + }), + db.approvals.findAll({ + attributes: ['id', 'record_type', 'record_key', 'requested_at', 'status'], + where: { + ...scopeByOrganization(currentUser), + status: 'pending', + }, + include: [ + { + model: db.approval_workflows, + as: 'workflow', + attributes: ['name', 'module'], + }, + { + model: db.approval_steps, + as: 'step', + attributes: ['name', 'step_order'], + }, + { + model: db.users, + as: 'requested_by_user', + attributes: ['firstName', 'lastName', 'email'], + }, + { + model: db.users, + as: 'assigned_to_user', + attributes: ['firstName', 'lastName', 'email'], + }, + ], + order: [['requested_at', 'ASC']], + limit: 8, + }), + db.requisitions.findAll({ + attributes: [ + 'id', + 'requisition_number', + 'title', + 'procurement_method', + 'estimated_amount', + 'currency', + 'needed_by_date', + 'status', + ], + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['submitted', 'under_review', 'approved', 'in_tender', 'awarded'], + }, + }, + include: [ + { + model: db.provinces, + as: 'province', + attributes: ['name', 'code'], + }, + ], + order: [['updatedAt', 'DESC']], + limit: 8, + }), + db.compliance_alerts.findAll({ + attributes: ['id', 'alert_type', 'severity', 'title', 'details', 'record_type', 'record_key', 'due_at', 'status'], + where: { + ...scopeByOrganization(currentUser), + status: { + [Op.in]: ['open', 'acknowledged'], + }, + }, + include: [ + { + model: db.users, + as: 'assigned_to_user', + attributes: ['firstName', 'lastName', 'email'], + }, + ], + order: [ + ['severity', 'DESC'], + ['due_at', 'ASC'], + ['createdAt', 'DESC'], + ], + limit: 8, + }), + db.projects.findAll({ + attributes: ['id', 'status', 'completion_percent'], + where: { + ...scopeByOrganization(currentUser), + }, + include: [ + { + model: db.provinces, + as: 'province', + attributes: ['name'], + }, + ], + }), + db.notifications.findAll({ + attributes: ['id', 'type', 'title', 'message', 'read', 'sent_at', 'record_type', 'record_key'], + where: { + ...scopeByOrganization(currentUser), + }, + order: [['sent_at', 'DESC'], ['createdAt', 'DESC']], + limit: 6, + }), + ]); + + const provinceRolloutMap = rolloutProjects.reduce((accumulator, project) => { + const provinceName = project.province?.name || 'Unassigned province'; + + if (!accumulator[provinceName]) { + accumulator[provinceName] = { + provinceName, + totalProjects: 0, + activeProjects: 0, + completionTotal: 0, + }; + } + + accumulator[provinceName].totalProjects += 1; + accumulator[provinceName].completionTotal += toNumber(project.completion_percent); + + if (project.status === 'active') { + accumulator[provinceName].activeProjects += 1; + } + + return accumulator; + }, {}); + + const provinceRollout = Object.values(provinceRolloutMap) + .map((province) => ({ + provinceName: province.provinceName, + totalProjects: province.totalProjects, + activeProjects: province.activeProjects, + averageCompletion: province.totalProjects + ? Math.round(province.completionTotal / province.totalProjects) + : 0, + })) + .sort((left, right) => right.totalProjects - left.totalProjects) + .slice(0, 6); + + const formattedApprovalQueue = approvalQueue.map((approval) => ({ + id: approval.id, + recordType: approval.record_type, + recordKey: approval.record_key, + status: approval.status, + requestedAt: approval.requested_at, + workflowName: approval.workflow?.name || 'Workflow not assigned', + stepName: approval.step?.name || 'No active step', + stepOrder: approval.step?.step_order || null, + requestedBy: approval.requested_by_user + ? `${approval.requested_by_user.firstName || ''} ${approval.requested_by_user.lastName || ''}`.trim() || approval.requested_by_user.email + : 'Unknown requester', + assignedTo: approval.assigned_to_user + ? `${approval.assigned_to_user.firstName || ''} ${approval.assigned_to_user.lastName || ''}`.trim() || approval.assigned_to_user.email + : 'Unassigned', + })); + + const formattedProcurementQueue = procurementQueue.map((requisition) => ({ + id: requisition.id, + requisitionNumber: requisition.requisition_number, + title: requisition.title, + procurementMethod: requisition.procurement_method, + estimatedAmount: toNumber(requisition.estimated_amount), + currency: requisition.currency, + neededByDate: requisition.needed_by_date, + status: requisition.status, + provinceName: requisition.province?.name || 'Unassigned province', + })); + + const formattedContractWatchlist = contractWatchlist.map((contract) => ({ + id: contract.id, + contractNumber: contract.contract_number, + title: contract.title, + contractValue: toNumber(contract.contract_value), + currency: contract.currency, + endDate: contract.end_date, + status: contract.status, + vendorName: contract.vendor?.name || 'Vendor not linked', + projectName: contract.project?.name || 'Project not linked', + daysToExpiry: contract.end_date + ? Math.ceil((new Date(contract.end_date).getTime() - now.getTime()) / (1000 * 60 * 60 * 24)) + : null, + })); + + const formattedTopContracts = topContracts.map((contract) => ({ + id: contract.id, + contractNumber: contract.contract_number, + title: contract.title, + contractValue: toNumber(contract.contract_value), + currency: contract.currency, + endDate: contract.end_date, + status: contract.status, + vendorName: contract.vendor?.name || 'Vendor not linked', + projectName: contract.project?.name || 'Project not linked', + })); + + const formattedRiskPanel = riskPanel.map((alert) => ({ + id: alert.id, + alertType: alert.alert_type, + severity: alert.severity, + title: alert.title, + details: alert.details, + recordType: alert.record_type, + recordKey: alert.record_key, + dueAt: alert.due_at, + status: alert.status, + assignedTo: alert.assigned_to_user + ? `${alert.assigned_to_user.firstName || ''} ${alert.assigned_to_user.lastName || ''}`.trim() || alert.assigned_to_user.email + : 'Unassigned', + })); + + const formattedNotifications = recentNotifications.map((notification) => ({ + id: notification.id, + type: notification.type, + title: notification.title, + message: notification.message, + read: notification.read, + sentAt: notification.sent_at, + recordType: notification.record_type, + recordKey: notification.record_key, + })); + + const summary = { + approvedBudget: { + USD: approvedBudgetUSD, + CDF: approvedBudgetCDF, + }, + committedBudget: { + USD: committedBudgetUSD, + CDF: committedBudgetCDF, + }, + disbursedBudget: { + USD: disbursedBudgetUSD, + CDF: disbursedBudgetCDF, + }, + budgetVariance: { + USD: approvedBudgetUSD - committedBudgetUSD, + CDF: approvedBudgetCDF - committedBudgetCDF, + }, + activeProjects, + procurementPipeline, + pendingApprovals, + contractsNearingExpiry, + overduePayments, + vendorComplianceAlerts, + openRiskAlerts, + unreadNotifications, + averageProjectProgress: Math.round(toNumber(averageProjectProgress) || 0), + highRiskProjects, + }; + + const datasets = { + approvalQueue: formattedApprovalQueue, + procurementQueue: formattedProcurementQueue, + contractWatchlist: formattedContractWatchlist, + topContracts: formattedTopContracts, + riskPanel: formattedRiskPanel, + provinceRollout, + recentNotifications: formattedNotifications, + }; + + res.status(200).json({ + workspace: buildWorkspacePayload(currentUser?.app_role?.name, summary, datasets), + summary, + ...datasets, + }); + }), +); + +module.exports = router; diff --git a/frontend/src/components/AsideMenuLayer.tsx b/frontend/src/components/AsideMenuLayer.tsx index c645325..5dd780a 100644 --- a/frontend/src/components/AsideMenuLayer.tsx +++ b/frontend/src/components/AsideMenuLayer.tsx @@ -3,10 +3,8 @@ import { mdiLogout, mdiClose } from '@mdi/js' import BaseIcon from './BaseIcon' import AsideMenuList from './AsideMenuList' import { MenuAsideItem } from '../interfaces' -import { useAppSelector } from '../stores/hooks' +import { useAppDispatch, useAppSelector } from '../stores/hooks' import Link from 'next/link'; - -import { useAppDispatch } from '../stores/hooks'; import { createAsyncThunk } from '@reduxjs/toolkit'; import axios from 'axios'; diff --git a/frontend/src/components/AsideMenuList.tsx b/frontend/src/components/AsideMenuList.tsx index 9e33ea1..9ef6d84 100644 --- a/frontend/src/components/AsideMenuList.tsx +++ b/frontend/src/components/AsideMenuList.tsx @@ -1,8 +1,9 @@ import React from 'react' import { MenuAsideItem } from '../interfaces' import AsideMenuItem from './AsideMenuItem' -import {useAppSelector} from "../stores/hooks"; -import {hasPermission} from "../helpers/userPermissions"; +import { useAppSelector } from '../stores/hooks'; +import { hasPermission } from '../helpers/userPermissions'; +import { getWorkspaceConfig, itemVisibleForRole } from '../helpers/workspace'; type Props = { menu: MenuAsideItem[] @@ -15,16 +16,28 @@ export default function AsideMenuList({ menu, isDropdownList = false, className if (!currentUser) return null; + const roleName = currentUser?.app_role?.name; + const workspaceConfig = getWorkspaceConfig(roleName); + return (