feat: add reports/analytics API - overview stats, growth charts, engagement breakdown, industry/tag distributions, CSV export, notification alerts

src/index.ts

@@ -12,6 +12,7 @@ import { passwordResetRoutes } from './routes/password-reset';
 import { importRoutes } from './routes/import';
 import { activityRoutes } from './routes/activity';
 import { insightsRoutes } from './routes/insights';
+import { reportsRoutes } from './routes/reports';
 import { db } from './db';
 import { users } from './db/schema';
 import { eq } from 'drizzle-orm';
@@ -68,6 +69,7 @@ const app = new Elysia()
     .use(adminRoutes)
     .use(networkRoutes)
     .use(insightsRoutes)
+    .use(reportsRoutes)
   )
   
   // Error handler

src/routes/reports.ts

@@ -0,0 +1,440 @@
+import { Elysia } from 'elysia';
+import { db } from '../db';
+import { clients, events, communications } from '../db/schema';
+import { eq, and, sql, gte, lte, count, desc } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+export const reportsRoutes = new Elysia()
+  // Analytics overview
+  .get('/reports/overview', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    const now = new Date();
+    const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+    const sevenDaysAgo = new Date(now.getTime() - 7 * 24 * 60 * 60 * 1000);
+
+    // Total clients
+    const [totalClients] = await db.select({ count: count() })
+      .from(clients)
+      .where(eq(clients.userId, userId));
+
+    // New clients this month
+    const [newClientsMonth] = await db.select({ count: count() })
+      .from(clients)
+      .where(and(eq(clients.userId, userId), gte(clients.createdAt, thirtyDaysAgo)));
+
+    // New clients this week
+    const [newClientsWeek] = await db.select({ count: count() })
+      .from(clients)
+      .where(and(eq(clients.userId, userId), gte(clients.createdAt, sevenDaysAgo)));
+
+    // Total emails
+    const [totalEmails] = await db.select({ count: count() })
+      .from(communications)
+      .where(eq(communications.userId, userId));
+
+    // Emails sent
+    const [emailsSent] = await db.select({ count: count() })
+      .from(communications)
+      .where(and(eq(communications.userId, userId), eq(communications.status, 'sent')));
+
+    // Emails drafted (pending)
+    const [emailsDraft] = await db.select({ count: count() })
+      .from(communications)
+      .where(and(eq(communications.userId, userId), eq(communications.status, 'draft')));
+
+    // Emails sent last 30 days
+    const [emailsRecent] = await db.select({ count: count() })
+      .from(communications)
+      .where(and(
+        eq(communications.userId, userId),
+        eq(communications.status, 'sent'),
+        gte(communications.sentAt, thirtyDaysAgo)
+      ));
+
+    // Total events
+    const [totalEvents] = await db.select({ count: count() })
+      .from(events)
+      .where(eq(events.userId, userId));
+
+    // Upcoming events (next 30 days)
+    const thirtyDaysFromNow = new Date(now.getTime() + 30 * 24 * 60 * 60 * 1000);
+    const [upcomingEvents] = await db.select({ count: count() })
+      .from(events)
+      .where(and(
+        eq(events.userId, userId),
+        gte(events.date, now),
+        lte(events.date, thirtyDaysFromNow)
+      ));
+
+    // Clients contacted in last 30 days
+    const [contactedRecently] = await db.select({ count: count() })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, userId),
+        gte(clients.lastContactedAt, thirtyDaysAgo)
+      ));
+
+    // Clients never contacted
+    const [neverContacted] = await db.select({ count: count() })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, userId),
+        sql`${clients.lastContactedAt} IS NULL`
+      ));
+
+    return {
+      clients: {
+        total: totalClients.count,
+        newThisMonth: newClientsMonth.count,
+        newThisWeek: newClientsWeek.count,
+        contactedRecently: contactedRecently.count,
+        neverContacted: neverContacted.count,
+      },
+      emails: {
+        total: totalEmails.count,
+        sent: emailsSent.count,
+        draft: emailsDraft.count,
+        sentLast30Days: emailsRecent.count,
+      },
+      events: {
+        total: totalEvents.count,
+        upcoming30Days: upcomingEvents.count,
+      },
+    };
+  })
+
+  // Client growth over time (last 12 months)
+  .get('/reports/growth', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    
+    // Monthly client additions for the last 12 months
+    const monthlyGrowth = await db.select({
+      month: sql<string>`to_char(${clients.createdAt}, 'YYYY-MM')`,
+      count: count(),
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, userId),
+        gte(clients.createdAt, sql`NOW() - INTERVAL '12 months'`)
+      ))
+      .groupBy(sql`to_char(${clients.createdAt}, 'YYYY-MM')`)
+      .orderBy(sql`to_char(${clients.createdAt}, 'YYYY-MM')`);
+
+    // Monthly emails sent for the last 12 months
+    const monthlyEmails = await db.select({
+      month: sql<string>`to_char(${communications.sentAt}, 'YYYY-MM')`,
+      count: count(),
+    })
+      .from(communications)
+      .where(and(
+        eq(communications.userId, userId),
+        eq(communications.status, 'sent'),
+        gte(communications.sentAt, sql`NOW() - INTERVAL '12 months'`)
+      ))
+      .groupBy(sql`to_char(${communications.sentAt}, 'YYYY-MM')`)
+      .orderBy(sql`to_char(${communications.sentAt}, 'YYYY-MM')`);
+
+    return {
+      clientGrowth: monthlyGrowth,
+      emailActivity: monthlyEmails,
+    };
+  })
+
+  // Industry breakdown
+  .get('/reports/industries', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    
+    const industries = await db.select({
+      industry: clients.industry,
+      count: count(),
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, userId),
+        sql`${clients.industry} IS NOT NULL AND ${clients.industry} != ''`
+      ))
+      .groupBy(clients.industry)
+      .orderBy(desc(count()));
+
+    return industries;
+  })
+
+  // Tag distribution
+  .get('/reports/tags', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    
+    // Get all clients with tags
+    const allClients = await db.select({
+      tags: clients.tags,
+    })
+      .from(clients)
+      .where(eq(clients.userId, userId));
+
+    // Count tag occurrences
+    const tagCounts: Record<string, number> = {};
+    for (const c of allClients) {
+      const tags = c.tags as string[] | null;
+      if (tags) {
+        for (const tag of tags) {
+          tagCounts[tag] = (tagCounts[tag] || 0) + 1;
+        }
+      }
+    }
+
+    return Object.entries(tagCounts)
+      .map(([tag, count]) => ({ tag, count }))
+      .sort((a, b) => b.count - a.count);
+  })
+
+  // Engagement score — contact frequency analysis
+  .get('/reports/engagement', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    const now = new Date();
+
+    const allClients = await db.select({
+      id: clients.id,
+      firstName: clients.firstName,
+      lastName: clients.lastName,
+      company: clients.company,
+      lastContactedAt: clients.lastContactedAt,
+      createdAt: clients.createdAt,
+    })
+      .from(clients)
+      .where(eq(clients.userId, userId));
+
+    // Categorize by engagement level
+    const engaged: typeof allClients = []; // contacted in last 14 days
+    const warm: typeof allClients = [];    // contacted 15-30 days ago
+    const cooling: typeof allClients = []; // contacted 31-60 days ago
+    const cold: typeof allClients = [];    // contacted 61+ days ago or never
+
+    for (const c of allClients) {
+      if (!c.lastContactedAt) {
+        cold.push(c);
+        continue;
+      }
+      const daysSince = Math.floor((now.getTime() - new Date(c.lastContactedAt).getTime()) / (1000 * 60 * 60 * 24));
+      if (daysSince <= 14) engaged.push(c);
+      else if (daysSince <= 30) warm.push(c);
+      else if (daysSince <= 60) cooling.push(c);
+      else cold.push(c);
+    }
+
+    return {
+      summary: {
+        engaged: engaged.length,
+        warm: warm.length,
+        cooling: cooling.length,
+        cold: cold.length,
+      },
+      coldClients: cold.slice(0, 10).map(c => ({
+        id: c.id,
+        name: `${c.firstName} ${c.lastName}`,
+        company: c.company,
+        lastContacted: c.lastContactedAt,
+      })),
+      coolingClients: cooling.slice(0, 10).map(c => ({
+        id: c.id,
+        name: `${c.firstName} ${c.lastName}`,
+        company: c.company,
+        lastContacted: c.lastContactedAt,
+      })),
+    };
+  })
+
+  // CSV Export
+  .get('/reports/export/clients', async ({ user, set }: { user: User; set: any }) => {
+    const userId = user.id;
+    
+    const allClients = await db.select()
+      .from(clients)
+      .where(eq(clients.userId, userId))
+      .orderBy(clients.lastName);
+
+    // Build CSV
+    const headers = [
+      'First Name', 'Last Name', 'Email', 'Phone',
+      'Company', 'Role', 'Industry',
+      'Street', 'City', 'State', 'ZIP',
+      'Birthday', 'Anniversary',
+      'Interests', 'Tags', 'Notes',
+      'Last Contacted', 'Created',
+    ];
+
+    const escapeCSV = (val: string | null | undefined): string => {
+      if (!val) return '';
+      const s = String(val);
+      if (s.includes(',') || s.includes('"') || s.includes('\n')) {
+        return `"${s.replace(/"/g, '""')}"`;
+      }
+      return s;
+    };
+
+    const rows = allClients.map(c => [
+      escapeCSV(c.firstName),
+      escapeCSV(c.lastName),
+      escapeCSV(c.email),
+      escapeCSV(c.phone),
+      escapeCSV(c.company),
+      escapeCSV(c.role),
+      escapeCSV(c.industry),
+      escapeCSV(c.street),
+      escapeCSV(c.city),
+      escapeCSV(c.state),
+      escapeCSV(c.zip),
+      escapeCSV(c.birthday ? new Date(c.birthday).toISOString().split('T')[0] : null),
+      escapeCSV(c.anniversary ? new Date(c.anniversary).toISOString().split('T')[0] : null),
+      escapeCSV((c.interests as string[] | null)?.join('; ')),
+      escapeCSV((c.tags as string[] | null)?.join('; ')),
+      escapeCSV(c.notes),
+      escapeCSV(c.lastContactedAt ? new Date(c.lastContactedAt).toISOString().split('T')[0] : null),
+      escapeCSV(c.createdAt ? new Date(c.createdAt).toISOString().split('T')[0] : null),
+    ].join(','));
+
+    const csv = [headers.join(','), ...rows].join('\n');
+    
+    set.headers['Content-Type'] = 'text/csv';
+    set.headers['Content-Disposition'] = `attachment; filename="clients-export-${new Date().toISOString().split('T')[0]}.csv"`;
+    return csv;
+  })
+
+  // Notifications / alerts
+  .get('/reports/notifications', async ({ user }: { user: User }) => {
+    const userId = user.id;
+    const now = new Date();
+    const sevenDaysFromNow = new Date(now.getTime() + 7 * 24 * 60 * 60 * 1000);
+    const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+
+    // Upcoming events in next 7 days
+    const upcomingEvents = await db.select({
+      id: events.id,
+      title: events.title,
+      type: events.type,
+      date: events.date,
+      clientId: events.clientId,
+    })
+      .from(events)
+      .where(and(
+        eq(events.userId, userId),
+        gte(events.date, now),
+        lte(events.date, sevenDaysFromNow)
+      ))
+      .orderBy(events.date)
+      .limit(20);
+
+    // Overdue follow-ups (events in the past that haven't been triggered)
+    const overdueEvents = await db.select({
+      id: events.id,
+      title: events.title,
+      type: events.type,
+      date: events.date,
+      clientId: events.clientId,
+    })
+      .from(events)
+      .where(and(
+        eq(events.userId, userId),
+        eq(events.type, 'followup'),
+        lte(events.date, now),
+        gte(events.date, thirtyDaysAgo)
+      ))
+      .orderBy(desc(events.date))
+      .limit(10);
+
+    // Stale clients (not contacted in 30+ days)
+    const staleClients = await db.select({
+      id: clients.id,
+      firstName: clients.firstName,
+      lastName: clients.lastName,
+      lastContactedAt: clients.lastContactedAt,
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, userId),
+        lte(clients.lastContactedAt, thirtyDaysAgo)
+      ))
+      .orderBy(clients.lastContactedAt)
+      .limit(10);
+
+    // Draft emails pending
+    const [draftCount] = await db.select({ count: count() })
+      .from(communications)
+      .where(and(
+        eq(communications.userId, userId),
+        eq(communications.status, 'draft')
+      ));
+
+    const notifications = [];
+
+    // Build notification items
+    for (const ev of overdueEvents) {
+      notifications.push({
+        id: `overdue-${ev.id}`,
+        type: 'overdue' as const,
+        title: `Overdue: ${ev.title}`,
+        description: `Was due ${new Date(ev.date).toLocaleDateString()}`,
+        date: ev.date,
+        link: `/clients/${ev.clientId}`,
+        priority: 'high' as const,
+      });
+    }
+
+    for (const ev of upcomingEvents) {
+      const daysUntil = Math.ceil((new Date(ev.date).getTime() - now.getTime()) / (1000 * 60 * 60 * 24));
+      notifications.push({
+        id: `upcoming-${ev.id}`,
+        type: 'upcoming' as const,
+        title: ev.title,
+        description: daysUntil === 0 ? 'Today!' : daysUntil === 1 ? 'Tomorrow' : `In ${daysUntil} days`,
+        date: ev.date,
+        link: `/events`,
+        priority: daysUntil <= 1 ? 'high' as const : 'medium' as const,
+      });
+    }
+
+    for (const c of staleClients) {
+      const daysSince = c.lastContactedAt
+        ? Math.floor((now.getTime() - new Date(c.lastContactedAt).getTime()) / (1000 * 60 * 60 * 24))
+        : null;
+      notifications.push({
+        id: `stale-${c.id}`,
+        type: 'stale' as const,
+        title: `${c.firstName} ${c.lastName} needs attention`,
+        description: daysSince ? `Last contacted ${daysSince} days ago` : 'Never contacted',
+        date: c.lastContactedAt || new Date(0).toISOString(),
+        link: `/clients/${c.id}`,
+        priority: 'low' as const,
+      });
+    }
+
+    if (draftCount.count > 0) {
+      notifications.push({
+        id: 'drafts',
+        type: 'drafts' as const,
+        title: `${draftCount.count} draft email${draftCount.count > 1 ? 's' : ''} pending`,
+        description: 'Review and send your drafted emails',
+        date: new Date().toISOString(),
+        link: '/emails',
+        priority: 'medium' as const,
+      });
+    }
+
+    // Sort by priority then date
+    const priorityOrder = { high: 0, medium: 1, low: 2 };
+    notifications.sort((a, b) => {
+      const pDiff = priorityOrder[a.priority] - priorityOrder[b.priority];
+      if (pDiff !== 0) return pDiff;
+      return new Date(a.date).getTime() - new Date(b.date).getTime();
+    });
+
+    return {
+      notifications,
+      counts: {
+        total: notifications.length,
+        high: notifications.filter(n => n.priority === 'high').length,
+        overdue: overdueEvents.length,
+        upcoming: upcomingEvents.length,
+        stale: staleClients.length,
+        drafts: draftCount.count,
+      },
+    };
+  });