1294 lines
54 KiB
TypeScript
1294 lines
54 KiB
TypeScript
import { Router } from "express";
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import { z } from "zod";
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import { valuationStorage } from "./storage";
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import { compassStorage } from "../compass/storage";
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import {
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insertValuationProjectSchema,
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insertValuationInputSchema,
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insertValuationAssumptionSchema,
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insertValuationCalculationSchema,
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insertValuationMaturityScoreSchema,
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insertValuationCapTableSchema,
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insertValuationTransactionSchema,
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insertValuationDocumentSchema,
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insertValuationCanvasSchema,
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insertValuationAgentInsightSchema,
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} from "@shared/schema";
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import multer from "multer";
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import * as XLSX from "xlsx";
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import OpenAI from "openai";
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import fs from "fs";
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import pathModule from "path";
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const router = Router();
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const openai = new OpenAI({
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apiKey: process.env.AI_INTEGRATIONS_OPENAI_API_KEY,
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baseURL: process.env.AI_INTEGRATIONS_OPENAI_BASE_URL,
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});
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function requireAuth(req: any, res: any, next: any) {
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if (!req.isAuthenticated()) {
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return res.status(401).json({ error: "Authentication required" });
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}
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next();
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}
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async function getUserTenantId(req: any): Promise<number | null> {
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const userId = req.user?.id;
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if (!userId) return null;
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const headerTenantId = req.headers["x-tenant-id"];
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if (headerTenantId) {
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const tenantId = parseInt(headerTenantId as string);
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const isMember = await compassStorage.isUserInTenant(userId, tenantId);
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return isMember ? tenantId : null;
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}
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const tenants = await compassStorage.getUserTenants(userId);
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return tenants.length > 0 ? tenants[0].id : null;
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}
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// ========== PROJECTS ==========
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router.get("/projects", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const projects = await valuationStorage.getProjects(tenantId);
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res.json(projects);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch projects" });
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}
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});
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router.get("/projects/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.id), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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res.json(project);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch project" });
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}
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});
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router.post("/projects", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const data = insertValuationProjectSchema.parse({ ...req.body, tenantId, consultantId: req.user.id });
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const project = await valuationStorage.createProject(data);
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res.status(201).json(project);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create project" });
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}
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});
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router.patch("/projects/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const data = insertValuationProjectSchema.partial().parse(req.body);
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delete (data as any).tenantId;
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const project = await valuationStorage.updateProject(Number(req.params.id), tenantId, data);
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if (!project) return res.status(404).json({ error: "Project not found" });
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res.json(project);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update project" });
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}
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});
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router.delete("/projects/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const deleted = await valuationStorage.deleteProject(Number(req.params.id), tenantId);
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if (!deleted) return res.status(404).json({ error: "Project not found" });
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res.status(204).send();
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} catch (error) {
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res.status(500).json({ error: "Failed to delete project" });
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}
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});
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// ========== INPUTS ==========
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router.get("/projects/:projectId/inputs", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const inputs = await valuationStorage.getInputs(project.id);
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res.json(inputs);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch inputs" });
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}
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});
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router.post("/projects/:projectId/inputs", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationInputSchema.parse({ ...req.body, projectId: project.id });
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const input = await valuationStorage.createInput(data);
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res.status(201).json(input);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create input" });
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}
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});
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router.patch("/projects/:projectId/inputs/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationInputSchema.partial().parse(req.body);
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delete (data as any).projectId;
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const input = await valuationStorage.updateInput(Number(req.params.id), project.id, data);
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if (!input) return res.status(404).json({ error: "Input not found" });
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res.json(input);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update input" });
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}
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});
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router.delete("/projects/:projectId/inputs/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const deleted = await valuationStorage.deleteInput(Number(req.params.id), project.id);
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if (!deleted) return res.status(404).json({ error: "Input not found" });
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res.status(204).send();
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} catch (error) {
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res.status(500).json({ error: "Failed to delete input" });
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}
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});
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// ========== ASSUMPTIONS ==========
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router.get("/projects/:projectId/assumptions", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const assumptions = await valuationStorage.getAssumptions(project.id);
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res.json(assumptions);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch assumptions" });
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}
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});
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router.post("/projects/:projectId/assumptions", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationAssumptionSchema.parse({ ...req.body, projectId: project.id });
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const assumption = await valuationStorage.createAssumption(data);
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res.status(201).json(assumption);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create assumption" });
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}
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});
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router.patch("/projects/:projectId/assumptions/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationAssumptionSchema.partial().parse(req.body);
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delete (data as any).projectId;
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const assumption = await valuationStorage.updateAssumption(Number(req.params.id), project.id, data);
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if (!assumption) return res.status(404).json({ error: "Assumption not found" });
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res.json(assumption);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update assumption" });
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}
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});
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router.delete("/projects/:projectId/assumptions/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const deleted = await valuationStorage.deleteAssumption(Number(req.params.id), project.id);
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if (!deleted) return res.status(404).json({ error: "Assumption not found" });
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res.status(204).send();
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} catch (error) {
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res.status(500).json({ error: "Failed to delete assumption" });
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}
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});
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// ========== CALCULATIONS ==========
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router.get("/projects/:projectId/calculations", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const calculations = await valuationStorage.getCalculations(project.id);
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res.json(calculations);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch calculations" });
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}
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});
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router.post("/projects/:projectId/calculations", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationCalculationSchema.parse({ ...req.body, projectId: project.id, calculatedBy: req.user.id });
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const calculation = await valuationStorage.createCalculation(data);
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res.status(201).json(calculation);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create calculation" });
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}
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});
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router.patch("/projects/:projectId/calculations/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationCalculationSchema.partial().parse(req.body);
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delete (data as any).projectId;
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const calculation = await valuationStorage.updateCalculation(Number(req.params.id), project.id, data);
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if (!calculation) return res.status(404).json({ error: "Calculation not found" });
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res.json(calculation);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update calculation" });
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}
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});
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router.delete("/projects/:projectId/calculations/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const deleted = await valuationStorage.deleteCalculation(Number(req.params.id), project.id);
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if (!deleted) return res.status(404).json({ error: "Calculation not found" });
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res.status(204).send();
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} catch (error) {
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res.status(500).json({ error: "Failed to delete calculation" });
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}
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});
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// ========== MATURITY SCORES ==========
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router.get("/projects/:projectId/maturity", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const scores = await valuationStorage.getMaturityScores(project.id);
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res.json(scores);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch maturity scores" });
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}
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});
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router.post("/projects/:projectId/maturity", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationMaturityScoreSchema.parse({ ...req.body, projectId: project.id });
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const score = await valuationStorage.createMaturityScore(data);
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res.status(201).json(score);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create maturity score" });
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}
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});
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router.patch("/projects/:projectId/maturity/:id", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationMaturityScoreSchema.partial().parse(req.body);
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delete (data as any).projectId;
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const score = await valuationStorage.updateMaturityScore(Number(req.params.id), project.id, data);
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if (!score) return res.status(404).json({ error: "Maturity score not found" });
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res.json(score);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update maturity score" });
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}
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});
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// ========== CAP TABLE ==========
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router.get("/projects/:projectId/captable", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const entries = await valuationStorage.getCapTable(project.id);
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res.json(entries);
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} catch (error) {
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res.status(500).json({ error: "Failed to fetch cap table" });
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}
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});
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router.post("/projects/:projectId/captable", requireAuth, async (req, res) => {
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try {
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const tenantId = await getUserTenantId(req);
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if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationCapTableSchema.parse({ ...req.body, projectId: project.id });
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const entry = await valuationStorage.createCapTableEntry(data);
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res.status(201).json(entry);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to create cap table entry" });
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}
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});
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|
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router.patch("/projects/:projectId/captable/:id", requireAuth, async (req, res) => {
|
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try {
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const tenantId = await getUserTenantId(req);
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|
if (!tenantId) return res.status(403).json({ error: "Tenant not found" });
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const project = await valuationStorage.getProject(Number(req.params.projectId), tenantId);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const data = insertValuationCapTableSchema.partial().parse(req.body);
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delete (data as any).projectId;
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const entry = await valuationStorage.updateCapTableEntry(Number(req.params.id), project.id, data);
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if (!entry) return res.status(404).json({ error: "Cap table entry not found" });
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res.json(entry);
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} catch (error) {
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if (error instanceof z.ZodError) return res.status(400).json({ error: error.errors });
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res.status(500).json({ error: "Failed to update cap table entry" });
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}
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});
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router.delete("/projects/:projectId/captable/:id", requireAuth, async (req, res) => {
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try {
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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);
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if (!project) return res.status(404).json({ error: "Project not found" });
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const deleted = await valuationStorage.deleteCapTableEntry(Number(req.params.id), project.id);
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if (!deleted) return res.status(404).json({ error: "Cap table entry not found" });
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res.status(204).send();
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} catch (error) {
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res.status(500).json({ error: "Failed to delete cap table entry" });
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}
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});
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|
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// ========== TRANSACTIONS ==========
|
|
router.get("/projects/:projectId/transactions", requireAuth, async (req, res) => {
|
|
try {
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|
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<string, string> = {
|
|
"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<string, number> = {};
|
|
const categoryProgress: Record<string, { completed: number; total: number }> = {};
|
|
|
|
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<string, any> = {};
|
|
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<string, any>);
|
|
|
|
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) {
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res.status(500).json({ error: "Failed to create snapshot" });
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}
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});
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export default router;
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