import { Router } from "express"; import { z } from "zod"; import { valuationStorage } from "./storage"; import { compassStorage } from "../compass/storage"; import { insertValuationProjectSchema, insertValuationInputSchema, insertValuationAssumptionSchema, insertValuationCalculationSchema, insertValuationMaturityScoreSchema, insertValuationCapTableSchema, insertValuationTransactionSchema, insertValuationDocumentSchema, insertValuationCanvasSchema, insertValuationAgentInsightSchema, } from "@shared/schema"; import multer from "multer"; import * as XLSX from "xlsx"; import OpenAI from "openai"; import fs from "fs"; import pathModule from "path"; const router = Router(); const openai = new OpenAI({ apiKey: process.env.AI_INTEGRATIONS_OPENAI_API_KEY, baseURL: process.env.AI_INTEGRATIONS_OPENAI_BASE_URL, }); function requireAuth(req: any, res: any, next: any) { if (!req.isAuthenticated()) { return res.status(401).json({ error: "Authentication required" }); } next(); } async function getUserTenantId(req: any): Promise { const userId = req.user?.id; if (!userId) return null; const headerTenantId = req.headers["x-tenant-id"]; if (headerTenantId) { const tenantId = parseInt(headerTenantId as string); const isMember = await compassStorage.isUserInTenant(userId, tenantId); return isMember ? tenantId : null; } const tenants = await compassStorage.getUserTenants(userId); return tenants.length > 0 ? tenants[0].id : null; } // ========== PROJECTS ========== router.get("/projects", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const projects = await valuationStorage.getProjects(tenantId); res.json(projects); } catch (error) { res.status(500).json({ error: "Failed to fetch projects" }); } }); router.get("/projects/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); res.json(project); } catch (error) { res.status(500).json({ error: "Failed to fetch project" }); } }); router.post("/projects", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const data = insertValuationProjectSchema.parse({ ...req.body, tenantId, consultantId: req.user.id }); const project = await valuationStorage.createProject(data); res.status(201).json(project); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create project" }); } }); router.patch("/projects/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const data = insertValuationProjectSchema.partial().parse(req.body); delete (data as any).tenantId; const project = await valuationStorage.updateProject(Number(req.params.id), tenantId, data); if (!project) return res.status(404).json({ error: "Project not found" }); res.json(project); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update project" }); } }); router.delete("/projects/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const deleted = await valuationStorage.deleteProject(Number(req.params.id), tenantId); if (!deleted) return res.status(404).json({ error: "Project not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete project" }); } }); // ========== INPUTS ========== router.get("/projects/:projectId/inputs", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const inputs = await valuationStorage.getInputs(project.id); res.json(inputs); } catch (error) { res.status(500).json({ error: "Failed to fetch inputs" }); } }); router.post("/projects/:projectId/inputs", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationInputSchema.parse({ ...req.body, projectId: project.id }); const input = await valuationStorage.createInput(data); res.status(201).json(input); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create input" }); } }); router.patch("/projects/:projectId/inputs/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationInputSchema.partial().parse(req.body); delete (data as any).projectId; const input = await valuationStorage.updateInput(Number(req.params.id), project.id, data); if (!input) return res.status(404).json({ error: "Input not found" }); res.json(input); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update input" }); } }); router.delete("/projects/:projectId/inputs/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteInput(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Input not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete input" }); } }); // ========== ASSUMPTIONS ========== router.get("/projects/:projectId/assumptions", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const assumptions = await valuationStorage.getAssumptions(project.id); res.json(assumptions); } catch (error) { res.status(500).json({ error: "Failed to fetch assumptions" }); } }); router.post("/projects/:projectId/assumptions", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationAssumptionSchema.parse({ ...req.body, projectId: project.id }); const assumption = await valuationStorage.createAssumption(data); res.status(201).json(assumption); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create assumption" }); } }); router.patch("/projects/:projectId/assumptions/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationAssumptionSchema.partial().parse(req.body); delete (data as any).projectId; const assumption = await valuationStorage.updateAssumption(Number(req.params.id), project.id, data); if (!assumption) return res.status(404).json({ error: "Assumption not found" }); res.json(assumption); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update assumption" }); } }); router.delete("/projects/:projectId/assumptions/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteAssumption(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Assumption not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete assumption" }); } }); // ========== CALCULATIONS ========== router.get("/projects/:projectId/calculations", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const calculations = await valuationStorage.getCalculations(project.id); res.json(calculations); } catch (error) { res.status(500).json({ error: "Failed to fetch calculations" }); } }); router.post("/projects/:projectId/calculations", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCalculationSchema.parse({ ...req.body, projectId: project.id, calculatedBy: req.user.id }); const calculation = await valuationStorage.createCalculation(data); res.status(201).json(calculation); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create calculation" }); } }); router.patch("/projects/:projectId/calculations/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCalculationSchema.partial().parse(req.body); delete (data as any).projectId; const calculation = await valuationStorage.updateCalculation(Number(req.params.id), project.id, data); if (!calculation) return res.status(404).json({ error: "Calculation not found" }); res.json(calculation); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update calculation" }); } }); router.delete("/projects/:projectId/calculations/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteCalculation(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Calculation not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete calculation" }); } }); // ========== MATURITY SCORES ========== router.get("/projects/:projectId/maturity", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const scores = await valuationStorage.getMaturityScores(project.id); res.json(scores); } catch (error) { res.status(500).json({ error: "Failed to fetch maturity scores" }); } }); router.post("/projects/:projectId/maturity", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationMaturityScoreSchema.parse({ ...req.body, projectId: project.id }); const score = await valuationStorage.createMaturityScore(data); res.status(201).json(score); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create maturity score" }); } }); router.patch("/projects/:projectId/maturity/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationMaturityScoreSchema.partial().parse(req.body); delete (data as any).projectId; const score = await valuationStorage.updateMaturityScore(Number(req.params.id), project.id, data); if (!score) return res.status(404).json({ error: "Maturity score not found" }); res.json(score); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update maturity score" }); } }); // ========== CAP TABLE ========== router.get("/projects/:projectId/captable", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const entries = await valuationStorage.getCapTable(project.id); res.json(entries); } catch (error) { res.status(500).json({ error: "Failed to fetch cap table" }); } }); router.post("/projects/:projectId/captable", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCapTableSchema.parse({ ...req.body, projectId: project.id }); const entry = await valuationStorage.createCapTableEntry(data); res.status(201).json(entry); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create cap table entry" }); } }); router.patch("/projects/:projectId/captable/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCapTableSchema.partial().parse(req.body); delete (data as any).projectId; const entry = await valuationStorage.updateCapTableEntry(Number(req.params.id), project.id, data); if (!entry) return res.status(404).json({ error: "Cap table entry not found" }); res.json(entry); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update cap table entry" }); } }); router.delete("/projects/:projectId/captable/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteCapTableEntry(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Cap table entry not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete cap table entry" }); } }); // ========== TRANSACTIONS ========== router.get("/projects/:projectId/transactions", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const transactions = await valuationStorage.getTransactions(project.id); res.json(transactions); } catch (error) { res.status(500).json({ error: "Failed to fetch transactions" }); } }); router.post("/projects/:projectId/transactions", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationTransactionSchema.parse({ ...req.body, projectId: project.id }); const transaction = await valuationStorage.createTransaction(data); res.status(201).json(transaction); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create transaction" }); } }); router.patch("/projects/:projectId/transactions/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationTransactionSchema.partial().parse(req.body); delete (data as any).projectId; const transaction = await valuationStorage.updateTransaction(Number(req.params.id), project.id, data); if (!transaction) return res.status(404).json({ error: "Transaction not found" }); res.json(transaction); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update transaction" }); } }); router.delete("/projects/:projectId/transactions/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteTransaction(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Transaction not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete transaction" }); } }); // ========== DOCUMENTS ========== router.get("/projects/:projectId/documents", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const documents = await valuationStorage.getDocuments(project.id); res.json(documents); } catch (error) { res.status(500).json({ error: "Failed to fetch documents" }); } }); router.post("/projects/:projectId/documents", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationDocumentSchema.parse({ ...req.body, projectId: project.id, uploadedBy: req.user.id }); const document = await valuationStorage.createDocument(data); res.status(201).json(document); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create document" }); } }); router.delete("/projects/:projectId/documents/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const deleted = await valuationStorage.deleteDocument(Number(req.params.id), project.id); if (!deleted) return res.status(404).json({ error: "Document not found" }); res.status(204).send(); } catch (error) { res.status(500).json({ error: "Failed to delete document" }); } }); // Document upload with file const documentUpload = multer({ storage: multer.diskStorage({ destination: (req, file, cb) => { const dir = "uploads/valuation_documents"; if (!fs.existsSync(dir)) fs.mkdirSync(dir, { recursive: true }); cb(null, dir); }, filename: (req, file, cb) => { const uniqueSuffix = Date.now() + "-" + Math.round(Math.random() * 1e9); cb(null, uniqueSuffix + "-" + file.originalname); }, }), limits: { fileSize: 20 * 1024 * 1024 }, fileFilter: (req, file, cb) => { const allowedMimes = [ "application/pdf", "application/vnd.ms-excel", "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", "text/csv", "application/json", "application/xml", "text/xml", "image/jpeg", "image/png", ]; if (allowedMimes.includes(file.mimetype)) { cb(null, true); } else { cb(new Error("Unsupported file type")); } }, }); router.post("/projects/:projectId/documents/upload", requireAuth, documentUpload.single("file"), async (req: any, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); if (!req.file) { return res.status(400).json({ error: "No file uploaded" }); } const document = await valuationStorage.createDocument({ projectId: project.id, name: req.file.originalname, folder: req.body.documentType || "other", fileUrl: req.file.path, fileType: req.file.mimetype, fileSize: req.file.size, uploadedBy: req.user.id, }); res.status(201).json(document); } catch (error) { res.status(500).json({ error: "Failed to upload document" }); } }); router.get("/projects/:projectId/documents/:id/download", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const document = await valuationStorage.getDocument(Number(req.params.id), project.id); if (!document || !document.fileUrl) { return res.status(404).json({ error: "Document not found" }); } res.download(document.fileUrl, document.name || "download"); } catch (error) { res.status(500).json({ error: "Failed to download document" }); } }); // ========== CANVAS ========== router.get("/projects/:projectId/canvas", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const canvas = await valuationStorage.getCanvas(project.id); res.json(canvas); } catch (error) { res.status(500).json({ error: "Failed to fetch canvas" }); } }); router.post("/projects/:projectId/canvas", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCanvasSchema.parse({ ...req.body, projectId: project.id }); const block = await valuationStorage.createCanvasBlock(data); res.status(201).json(block); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create canvas block" }); } }); router.patch("/projects/:projectId/canvas/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationCanvasSchema.partial().parse(req.body); delete (data as any).projectId; const block = await valuationStorage.updateCanvasBlock(Number(req.params.id), project.id, data); if (!block) return res.status(404).json({ error: "Canvas block not found" }); res.json(block); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update canvas block" }); } }); // ========== AGENT INSIGHTS ========== router.get("/projects/:projectId/insights", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const insights = await valuationStorage.getAgentInsights(project.id); res.json(insights); } catch (error) { res.status(500).json({ error: "Failed to fetch insights" }); } }); router.post("/projects/:projectId/insights", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationAgentInsightSchema.parse({ ...req.body, projectId: project.id }); const insight = await valuationStorage.createAgentInsight(data); res.status(201).json(insight); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to create insight" }); } }); router.patch("/projects/:projectId/insights/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const data = insertValuationAgentInsightSchema.partial().parse(req.body); delete (data as any).projectId; const insight = await valuationStorage.updateAgentInsight(Number(req.params.id), project.id, data); if (!insight) return res.status(404).json({ error: "Insight not found" }); res.json(insight); } catch (error) { if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors }); res.status(500).json({ error: "Failed to update insight" }); } }); // ========== CRM CLIENTS (for Valuation) ========== router.get("/crm-clients", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const search = req.query.search as string | undefined; const clients = await valuationStorage.getCrmClients(tenantId, search); res.json(clients); } catch (error) { res.status(500).json({ error: "Failed to fetch CRM clients" }); } }); router.get("/crm-clients/:id", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const client = await valuationStorage.getCrmClient(Number(req.params.id), tenantId); if (!client) return res.status(404).json({ error: "Client not found" }); res.json(client); } catch (error) { res.status(500).json({ error: "Failed to fetch CRM client" }); } }); // ========== FINANCIAL DATA IMPORT ========== const upload = multer({ storage: multer.memoryStorage(), limits: { fileSize: 10 * 1024 * 1024 } }); router.post("/projects/:projectId/import-financial", requireAuth, upload.single("file"), async (req: any, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); if (!req.file) return res.status(400).json({ error: "No file uploaded" }); const buffer = req.file.buffer; const filename = req.file.originalname.toLowerCase(); let rawData: any[] = []; if (filename.endsWith(".csv")) { const csvText = buffer.toString("utf-8"); const lines = csvText.split("\n").filter((l: string) => l.trim()); if (lines.length > 1) { const headers = lines[0].split(/[,;]/).map((h: string) => h.trim().toLowerCase()); for (let i = 1; i < lines.length; i++) { const values = lines[i].split(/[,;]/); const row: any = {}; headers.forEach((h: string, idx: number) => { row[h] = values[idx]?.trim() || ""; }); rawData.push(row); } } } else { const workbook = XLSX.read(buffer, { type: "buffer" }); const sheetName = workbook.SheetNames[0]; const sheet = workbook.Sheets[sheetName]; rawData = XLSX.utils.sheet_to_json(sheet); } if (rawData.length === 0) { return res.status(400).json({ error: "No data found in file" }); } const dataPreview = JSON.stringify(rawData.slice(0, 10), null, 2); const agentResponse = await openai.chat.completions.create({ model: "gpt-4o", messages: [ { role: "system", content: `Você é um especialista em análise de demonstrações financeiras brasileiras. Analise os dados fornecidos e extraia informações financeiras estruturadas. Retorne APENAS um JSON válido no formato: { "analysis": "Breve análise dos dados encontrados (2-3 frases)", "rows": [ { "year": 2023, "isProjection": 0, "revenue": "1000000", "ebitda": "200000", "netIncome": "150000", "totalAssets": "5000000", "totalEquity": "2000000" } ] } Campos possíveis: year, isProjection (0=realizado, 1=projeção), revenue (Receita), ebitda, netIncome (Lucro Líquido), totalAssets (Ativo Total), totalEquity (Patrimônio Líquido), totalLiabilities (Passivo Total), cash (Caixa), debt (Dívidas). Converta valores de texto para números (ex: "1.234.567,89" -> "1234567.89"). Identifique o ano de cada linha pelos dados ou cabeçalhos.` }, { role: "user", content: `Analise estes dados financeiros da empresa "${project.companyName}" e extraia as informações:\n\n${dataPreview}` } ], temperature: 0.1, }); const content = agentResponse.choices[0]?.message?.content || ""; let result = { analysis: "", rows: [] as any[] }; try { const jsonMatch = content.match(/\{[\s\S]*\}/); if (jsonMatch) { result = JSON.parse(jsonMatch[0]); } } catch (e) { result.analysis = "Não foi possível processar os dados automaticamente. Verifique o formato do arquivo."; } res.json(result); } catch (error) { console.error("Import error:", error); res.status(500).json({ error: "Failed to import financial data" }); } }); // ========== CHECKLIST ========== router.get("/checklist/categories", requireAuth, async (req, res) => { try { const segment = req.query.segment as string | undefined; const categories = await valuationStorage.getChecklistCategories(segment); res.json(categories); } catch (error) { res.status(500).json({ error: "Failed to fetch checklist categories" }); } }); router.get("/checklist/items", requireAuth, async (req, res) => { try { const categoryId = req.query.categoryId ? Number(req.query.categoryId) : undefined; const segment = req.query.segment as string | undefined; const items = await valuationStorage.getChecklistItems(categoryId, segment); res.json(items); } catch (error) { res.status(500).json({ error: "Failed to fetch checklist items" }); } }); router.get("/projects/:projectId/checklist", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const progress = await valuationStorage.getChecklistProgress(Number(req.params.projectId)); res.json(progress); } catch (error) { res.status(500).json({ error: "Failed to fetch checklist progress" }); } }); router.post("/projects/:projectId/checklist/initialize", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const segmentMap: Record = { "Tecnologia": "technology", "Fintech": "fintech", "E-commerce": "ecommerce", "Indústria": "industry", "Agronegócio": "agro", }; const segment = segmentMap[project.sector] || ""; const progress = await valuationStorage.initializeProjectChecklist(Number(req.params.projectId), segment); res.json(progress); } catch (error) { res.status(500).json({ error: "Failed to initialize checklist" }); } }); router.put("/projects/:projectId/checklist/:itemId", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const userId = (req.user as any)?.id; const data = { projectId: Number(req.params.projectId), itemId: Number(req.params.itemId), status: req.body.status, notes: req.body.notes, documentId: req.body.documentId, dataJson: req.body.dataJson, agentAnalysis: req.body.agentAnalysis, completedAt: req.body.status === "completed" ? new Date() : undefined, completedBy: req.body.status === "completed" ? userId : undefined, }; const progress = await valuationStorage.upsertChecklistProgress(data); res.json(progress); } catch (error) { res.status(500).json({ error: "Failed to update checklist progress" }); } }); router.post("/projects/:projectId/checklist/:itemId/agent-assist", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const items = await valuationStorage.getChecklistItems(); const item = items.find(i => i.id === Number(req.params.itemId)); if (!item) return res.status(404).json({ error: "Item not found" }); const { content, fileData } = req.body; const systemPrompt = item.agentPrompt || `Você é um especialista em valuation empresarial. Analise as informações fornecidas para o item "${item.title}" e forneça insights relevantes para a avaliação.`; const userContent = fileData ? `Empresa: ${project.companyName}\nSetor: ${project.sector}\n\nDados do documento:\n${JSON.stringify(fileData, null, 2)}\n\nInformações adicionais:\n${content || "Nenhuma"}` : `Empresa: ${project.companyName}\nSetor: ${project.sector}\n\nInformações fornecidas:\n${content}`; const response = await openai.chat.completions.create({ model: "gpt-4o", messages: [ { role: "system", content: systemPrompt }, { role: "user", content: userContent } ], temperature: 0.3, }); const analysis = response.choices[0]?.message?.content || ""; await valuationStorage.upsertChecklistProgress({ projectId: Number(req.params.projectId), itemId: Number(req.params.itemId), agentAnalysis: analysis, status: "in_progress", }); res.json({ analysis }); } catch (error) { console.error("Agent assist error:", error); res.status(500).json({ error: "Failed to get agent assistance" }); } }); // ========== CHECKLIST ATTACHMENTS ========== const checklistUpload = multer({ storage: multer.diskStorage({ destination: (req, file, cb) => { const dir = "uploads/checklist"; if (!fs.existsSync(dir)) { fs.mkdirSync(dir, { recursive: true }); } cb(null, dir); }, filename: (req, file, cb) => { const uniqueSuffix = Date.now() + "-" + Math.round(Math.random() * 1e9); cb(null, uniqueSuffix + "-" + file.originalname); }, }), limits: { fileSize: 20 * 1024 * 1024 }, // 20MB fileFilter: (req, file, cb) => { const allowedMimes = [ "application/pdf", "application/vnd.ms-excel", "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", "text/csv", "application/json", "text/xml", "application/xml", "image/png", "image/jpeg", "image/jpg", "image/gif", "image/webp", ]; if (allowedMimes.includes(file.mimetype)) { cb(null, true); } else { cb(new Error("Tipo de arquivo não suportado")); } }, }); router.get("/projects/:projectId/checklist/:itemId/attachments", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const progress = await valuationStorage.getChecklistProgressItem( Number(req.params.projectId), Number(req.params.itemId) ); if (!progress) return res.json([]); const attachments = await valuationStorage.getChecklistAttachments(progress.id); res.json(attachments); } catch (error) { res.status(500).json({ error: "Failed to fetch attachments" }); } }); router.post("/projects/:projectId/checklist/:itemId/attachments", requireAuth, checklistUpload.single("file"), async (req: any, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); if (!req.file) return res.status(400).json({ error: "No file uploaded" }); let progress = await valuationStorage.getChecklistProgressItem( Number(req.params.projectId), Number(req.params.itemId) ); if (!progress) { progress = await valuationStorage.upsertChecklistProgress({ projectId: Number(req.params.projectId), itemId: Number(req.params.itemId), status: "in_progress", }); } const attachment = await valuationStorage.createChecklistAttachment({ progressId: progress.id, filename: req.file.filename, originalName: req.file.originalname, mimeType: req.file.mimetype, size: req.file.size, storagePath: req.file.path, uploadedBy: req.user?.id, }); res.status(201).json(attachment); } catch (error) { console.error("Upload error:", error); res.status(500).json({ error: "Failed to upload file" }); } }); router.delete("/projects/:projectId/checklist/:itemId/attachments/:attachmentId", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const attachment = await valuationStorage.getChecklistAttachment(Number(req.params.attachmentId)); if (!attachment) return res.status(404).json({ error: "Attachment not found" }); if (fs.existsSync(attachment.storagePath)) { fs.unlinkSync(attachment.storagePath); } await valuationStorage.deleteChecklistAttachment(Number(req.params.attachmentId)); res.json({ success: true }); } catch (error) { res.status(500).json({ error: "Failed to delete attachment" }); } }); router.get("/checklist/attachments/:id/download", requireAuth, async (req, res) => { try { const attachment = await valuationStorage.getChecklistAttachment(Number(req.params.id)); if (!attachment) return res.status(404).json({ error: "Attachment not found" }); res.download(attachment.storagePath, attachment.originalName); } catch (error) { res.status(500).json({ error: "Failed to download file" }); } }); // ========== SECTOR ANALYSIS ========== router.get("/sector/benchmarks/:segment", requireAuth, async (req, res) => { try { const benchmarks = await valuationStorage.getSectorBenchmarks(req.params.segment); res.json(benchmarks); } catch (error) { res.status(500).json({ error: "Failed to fetch benchmarks" }); } }); router.get("/sector/weights/:segment", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); const weights = await valuationStorage.getCategoryWeights(tenantId, req.params.segment); res.json(weights); } catch (error) { res.status(500).json({ error: "Failed to fetch weights" }); } }); router.post("/sector/weights", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const weight = await valuationStorage.upsertCategoryWeight({ ...req.body, tenantId }); res.json(weight); } catch (error) { res.status(500).json({ error: "Failed to save weight" }); } }); router.get("/projects/:id/sector-analysis", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const latestScore = await valuationStorage.getLatestSectorScore(project.id); const allScores = await valuationStorage.getSectorScores(project.id); res.json({ latest: latestScore, history: allScores }); } catch (error) { res.status(500).json({ error: "Failed to fetch sector analysis" }); } }); router.post("/projects/:id/sector-analysis/calculate", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const segment = project.sector?.toLowerCase().includes("indústria") ? "industry" : project.sector?.toLowerCase().includes("serviço") ? "services" : project.sector?.toLowerCase().includes("varejo") ? "retail" : project.sector?.toLowerCase().includes("tecnologia") ? "technology" : "general"; const checklist = await valuationStorage.getChecklistProgress(project.id); const inputs = await valuationStorage.getInputs(project.id); const maturity = await valuationStorage.getMaturityScores(project.id); const weights = await valuationStorage.getCategoryWeights(tenantId, segment); const completedItems = checklist.filter(c => c.status === "completed").length; const totalItems = checklist.length || 1; const checklistCompletion = Math.round((completedItems / totalItems) * 100); const categoryScores: Record = {}; const categoryProgress: Record = {}; const allItems = await valuationStorage.getChecklistItems(null, segment); const categories = await valuationStorage.getChecklistCategories(segment); const categoryMap = new Map(categories.map(c => [c.id, c])); const itemCategoryMap = new Map(allItems.map(i => [i.id, categoryMap.get(i.categoryId)])); for (const item of checklist) { const category = itemCategoryMap.get(item.itemId); if (category) { const code = category.code || "other"; if (!categoryProgress[code]) { categoryProgress[code] = { completed: 0, total: 0 }; } categoryProgress[code].total++; if (item.status === "completed") categoryProgress[code].completed++; } } for (const [code, prog] of Object.entries(categoryProgress)) { categoryScores[code] = Math.round((prog.completed / (prog.total || 1)) * 100); } let totalWeight = 0; let weightedSum = 0; for (const weight of weights) { const score = categoryScores[weight.categoryCode] || 0; weightedSum += score * weight.weight; totalWeight += weight.weight; } const overallScore = totalWeight > 0 ? Math.round(weightedSum / totalWeight) : checklistCompletion; const strengths: string[] = []; const weaknesses: string[] = []; const recommendations: string[] = []; for (const [code, score] of Object.entries(categoryScores)) { if (score >= 80) { strengths.push(`Categoria ${code} bem documentada (${score}%)`); } else if (score < 50) { weaknesses.push(`Categoria ${code} necessita mais informações (${score}%)`); recommendations.push(`Completar documentação da categoria ${code}`); } } if (inputs.length === 0) { weaknesses.push("Dados financeiros não inseridos"); recommendations.push("Inserir dados financeiros históricos para análise completa"); } if (maturity.length === 0) { weaknesses.push("Avaliação de maturidade não realizada"); recommendations.push("Realizar avaliação de maturidade organizacional"); } const indicatorScores: Record = {}; if (inputs.length > 0) { const latestInput = inputs[inputs.length - 1]; if (latestInput.revenue && latestInput.ebitda) { const ebitdaMargin = (Number(latestInput.ebitda) / Number(latestInput.revenue)) * 100; indicatorScores.ebitda_margin = { value: ebitdaMargin.toFixed(1), unit: "%" }; } if (latestInput.revenue && latestInput.netIncome) { const netMargin = (Number(latestInput.netIncome) / Number(latestInput.revenue)) * 100; indicatorScores.net_margin = { value: netMargin.toFixed(1), unit: "%" }; } } const existingScores = await valuationStorage.getSectorScores(project.id); const version = existingScores.length + 1; const result = await valuationStorage.createSectorScore({ projectId: project.id, overallScore, categoryScores, indicatorScores, strengths, weaknesses, recommendations, calculatedBy: req.user?.id, version, }); res.json(result); } catch (error) { console.error("Sector analysis error:", error); res.status(500).json({ error: "Failed to calculate sector analysis" }); } }); // ========== CANVAS ========== router.get("/projects/:id/canvas", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const blocks = await valuationStorage.getCanvasBlocks(project.id); res.json(blocks); } catch (error) { res.status(500).json({ error: "Failed to fetch canvas" }); } }); router.put("/projects/:id/canvas/:blockType", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const block = await valuationStorage.upsertCanvasBlock(project.id, req.params.blockType, req.body); res.json(block); } catch (error) { res.status(500).json({ error: "Failed to save canvas block" }); } }); router.get("/projects/:id/canvas/snapshots", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const snapshots = await valuationStorage.getCanvasSnapshots(project.id); res.json(snapshots); } catch (error) { res.status(500).json({ error: "Failed to fetch snapshots" }); } }); router.post("/projects/:id/canvas/snapshots", requireAuth, async (req, res) => { try { const tenantId = await getUserTenantId(req); if (!tenantId) return res.status(403).json({ error: "Tenant not found" }); const project = await valuationStorage.getProject(Number(req.params.id), tenantId); if (!project) return res.status(404).json({ error: "Project not found" }); const blocks = await valuationStorage.getCanvasBlocks(project.id); const canvasData = blocks.reduce((acc, b) => { acc[b.blockType] = { items: b.items, notes: b.notes, title: b.title }; return acc; }, {} as Record); const requiredBlocks = ["value_proposition", "customer_segments", "revenue_streams"]; const missingBlocks = requiredBlocks.filter(b => !canvasData[b] || !canvasData[b].items?.length); const consistencyScore = Math.round(((requiredBlocks.length - missingBlocks.length) / requiredBlocks.length) * 100); const consistencyNotes = missingBlocks.map(b => `Bloco ${b} não preenchido`); const snapshot = await valuationStorage.createCanvasSnapshot({ projectId: project.id, name: req.body.name || `Snapshot ${new Date().toLocaleDateString("pt-BR")}`, canvasData, consistencyScore, consistencyNotes, createdBy: req.user?.id, }); res.status(201).json(snapshot); } catch (error) { res.status(500).json({ error: "Failed to create snapshot" }); } }); export default router;