Faire évoluer la plateforme d'un modèle mono-propriété vers une plateforme Enterprise multi-sites.

Cette couche permet de gérer :

Portefeuilles

Groupes de propriétés

Propriétaires

Exploitants

Actifs

Performance globale

sur plusieurs centaines ou milliers de propriétés.

À l'issue du Sprint 6 :

✓ Portfolio Management

✓ Property Groups

✓ Owners

✓ Operators

✓ Asset Management

✓ Portfolio Analytics

✓ Enterprise Multi-Property Platform

Tenant

↓

Portfolio

├── Property Groups
├── Properties
├── Owners
├── Operators
├── Assets
└── Portfolio Analytics

↓

Reservations

↓

Finance

↓

Operations

Le Sprint 6 introduit :

Portfolio

PropertyGroup

Owner

Operator

Asset

AssetAssignment

PortfolioAnalytics

PortfolioKPI

Fondation Multi-Propriétés

Portfolio

Property Groups

Owners

Operators

Asset Management

Assets

Lifecycle

Assignments

Maintenance Integration

Portfolio Analytics

Portfolio KPIs

Revenue

Occupancy

Benchmarking

Forecasting

Enterprise Governance

Multi-Site RBAC

Approvals

Compliance

Delegation

Portfolio Engine

Property Group Management

Owner Management

Operator Management

Asset Platform

Portfolio Analytics

Enterprise Multi-Site Platform

Créer la fondation Multi-Propriétés Enterprise.

Cette couche permet de regrouper plusieurs propriétés dans des structures hiérarchiques :

Tenant

↓

Portfolio

↓

Property Group

↓

Properties

avec gestion des :

Propriétaires

Exploitants

Groupes

Portefeuilles

À l'issue de cette étape :

✓ Portfolio

✓ PropertyGroup

✓ Owner

✓ Operator

✓ Multi-Property Ready

✓ Finance Ready

✓ Reservation Ready

✓ Analytics Ready

Tenant

↓

Portfolio

├── Property Groups
│
├── Owners
│
├── Operators
│
└── Properties

↓

Reservations

↓

Finance

↓

Analytics

model Portfolio {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  name                  String
 
  code                  String
                        @unique
 
  description           String?
 
  active                Boolean
                        @default(true)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  tenant                Tenant
                        @relation(
                          fields:[tenantId],
                          references:[id]
                        )
 
  propertyGroups        PropertyGroup[]
 
  properties            Property[]
 
  @@index([tenantId])
 
  @@index([active])
 
  @@index([code])
}

model PropertyGroup {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String
 
  name                  String
 
  code                  String
 
  description           String?
 
  active                Boolean
                        @default(true)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  portfolio             Portfolio
                        @relation(
                          fields:[portfolioId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  properties            Property[]
 
  @@unique([
    portfolioId,
    code
  ])
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([active])
}

model Owner {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  ownerCode             String
                        @unique
 
  type                  OwnerType
 
  companyName           String?
 
  firstName             String?
 
  lastName              String?
 
  email                 String?
 
  phone                 String?
 
  taxIdentifier         String?
 
  active                Boolean
                        @default(true)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  properties            Property[]
 
  @@index([tenantId])
 
  @@index([ownerCode])
 
  @@index([active])
}

model Operator {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  operatorCode          String
                        @unique
 
  companyName           String
 
  email                 String?
 
  phone                 String?
 
  active                Boolean
                        @default(true)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  properties            Property[]
 
  @@index([tenantId])
 
  @@index([operatorCode])
 
  @@index([active])
}

enum OwnerType {
 
  INDIVIDUAL
 
  COMPANY
 
  INVESTMENT_FUND
 
  REIT
 
  GOVERNMENT
}

portfolioId            String?
 
portfolio              Portfolio?
                        @relation(
                          fields:[portfolioId],
                          references:[id]
                        )

propertyGroupId        String?
 
propertyGroup          PropertyGroup?
                        @relation(
                          fields:[propertyGroupId],
                          references:[id]
                        )

ownerId                String?
 
owner                  Owner?
                        @relation(
                          fields:[ownerId],
                          references:[id]
                        )

operatorId             String?
 
operator               Operator?
                        @relation(
                          fields:[operatorId],
                          references:[id]
                        )

@@index([portfolioId])
 
@@index([propertyGroupId])
 
@@index([ownerId])
 
@@index([operatorId])

portfolios Portfolio[]
 
owners Owner[]
 
operators Operator[]

que :

Portfolio

PropertyGroup

Owner

Operator

appartiennent toujours au même :

tenantId

1 Tenant

↓

N Portfolios

1 Portfolio

↓

N Property Groups

1 Owner

↓

N Properties

1 Operator

↓

N Properties

Compatible avec :

Revenue Sharing

Owner Statements

Commission Engine

Asset Accounting

Compatible avec :

Multi-Owner Properties

Operator Contracts

Portfolio Finance

Compatible avec :

Portfolio Occupancy

Group Reservations

Multi-Site Reporting

Compatible avec :

Cross Property Search

Portfolio Analytics

Enterprise Reporting

Compatible avec :

Portfolio Revenue

Portfolio Occupancy

Benchmarking

Forecasting

Asset Performance

Compatible avec :

Executive Dashboard

Owner Dashboard

Operator Dashboard

npx prisma migrate dev \
--name portfolio_core

npx prisma generate

npx prisma studio

Présence de :

Portfolio

PropertyGroup

Owner

Operator

Le Sprint 6-A.1 est terminé lorsque :

✓ Portfolio créé

✓ PropertyGroup créé

✓ Owner créé

✓ Operator créé

✓ Relations Property créées

✓ Relations Tenant créées

✓ Multi-Tenant Ready

✓ Finance Ready

✓ Analytics Ready

✓ Migration exécutée

Portfolio

PropertyGroup

Owner

Operator

OwnerType

Portfolio Core Schema

Construire la couche métier Multi-Propriétés Enterprise.

Cette couche permet de gérer :

Portefeuilles

Groupes de propriétés

Propriétaires

Exploitants

Hiérarchie multi-sites

Sécurité multi-niveaux

à partir d'une interface unique.

À l'issue de cette étape :

✓ PortfolioModule

✓ PropertyGroupModule

✓ OwnerModule

✓ OperatorModule

✓ Portfolio Hierarchy

✓ Portfolio Security

✓ Portfolio Dashboard

✓ Enterprise Multi-Site Management

Portfolio

├── Property Groups
│
├── Properties
│
├── Owners
│
├── Operators
│
└── Portfolio Dashboard

↓

Reservations

↓

Finance

↓

Analytics

src/modules/portfolio

├── portfolio
│
├── property-groups
│
├── owners
│
├── operators
│
├── dashboard
│
└── portfolio.module.ts

PortfolioService

PropertyGroupService

OwnerService

OperatorService

PortfolioHierarchyService

PortfolioDashboardService

PortfolioController

PropertyGroupController

OwnerController

OperatorController

PortfolioDashboardController

portfolio.service.ts

createPortfolio()
 
updatePortfolio()
 
archivePortfolio()
 
getPortfolio()
 
getPortfolioSummary()

GET    /portfolios
 
GET    /portfolios/{id}
 
POST   /portfolios
 
PUT    /portfolios/{id}
 
DELETE /portfolios/{id}

tenantId

unicité code

ownership

sur chaque opération.

property-group.service.ts

createGroup()
 
assignProperty()
 
removeProperty()
 
moveProperty()

Portfolio

↓

Region

↓

City

↓

Properties

GET    /property-groups
 
POST   /property-groups
 
PUT    /property-groups/{id}
 
DELETE /property-groups/{id}
 
POST   /property-groups/{id}/properties

owner.service.ts

createOwner()
 
updateOwner()
 
assignProperty()
 
getOwnerPortfolio()

Personne physique

Société

Coordonnées

Fiscalité

Contrats

GET    /owners
 
GET    /owners/{id}
 
POST   /owners
 
PUT    /owners/{id}
 
DELETE /owners/{id}

operator.service.ts

createOperator()
 
updateOperator()
 
assignProperty()
 
getOperatorPerformance()

GET    /operators
 
GET    /operators/{id}
 
POST   /operators
 
PUT    /operators/{id}
 
DELETE /operators/{id}

portfolio-hierarchy.service.ts

Portfolio

↓

PropertyGroup

↓

Property

getTree()
 
getChildren()
 
getAncestors()
 
calculateAggregates()

Properties Count

Revenue

Occupancy

Reservations

Reviews

par niveau.

portfolioId

propertyGroupId

propertyId

comme scopes de sécurité.

Portfolio Admin

Portfolio Manager

Group Manager

Property Manager

Owner Viewer

sur toutes les requêtes :

tenantId

portfolioId

afin d'éviter toute fuite de données.

@PortfolioScope()
 
@PropertyGroupScope()

pour les futurs modules.

portfolio-dashboard.service.ts

Properties

Reservations

Revenue

Occupancy

Reviews

Incidents

GET /portfolios/{id}/dashboard

{
  "properties":124,
  "occupancy":81.4,
  "revenue":2450000,
  "reservations":8421,
  "rating":4.7
}

Revenue

Occupancy

ADR

RevPAR

Reservations

Guest Satisfaction

GET /portfolios/search
 
GET /owners/search
 
GET /operators/search

Page

Limit

Sort

Filters

sur tous les endpoints.

GET /portfolios/{id}/export

Formats :

CSV

Excel

PDF

portfolio.read

portfolio.create

portfolio.update

portfolio.delete

portfolio.dashboard

owner.manage

operator.manage

PORTFOLIO_CREATED

PORTFOLIO_UPDATED

PROPERTY_ASSIGNED

OWNER_ASSIGNED

OPERATOR_ASSIGNED

PORTFOLIO_DASHBOARD_VIEWED

Compatible avec :

Assets

Equipment

Lifecycle

Depreciation

Capital Expenditure

Le Sprint 6-A.2 est terminé lorsque :

✓ PortfolioModule créé

✓ PropertyGroupModule créé

✓ OwnerModule créé

✓ OperatorModule créé

✓ Portfolio Hierarchy créée

✓ Portfolio Security créée

✓ Portfolio Dashboard créé

✓ Audit intégré

PortfolioModule

PropertyGroupModule

OwnerModule

OperatorModule

PortfolioHierarchyService

PortfolioDashboardService

Portfolio Security Layer

Enterprise Multi-Property Platform

Mettre en place le moteur de gestion des actifs physiques du parc immobilier.

Cette couche permet de gérer :

Mobilier

Équipements

Électroménager

Matériel technique

Inventaire

Cycle de vie

sur l'ensemble du portefeuille immobilier.

À l'issue de cette étape :

✓ Asset

✓ AssetCategory

✓ AssetAssignment

✓ AssetLifecycle

✓ AssetInventory

✓ AssetTracking

✓ Enterprise Asset Management

Portfolio

↓

Properties

↓

Asset Management

├── Asset Catalog
├── Asset Assignment
├── Lifecycle
├── Inventory
├── Tracking
└── Maintenance Integration

↓

Operations

↓

Finance

model AssetCategory {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  name                  String
 
  code                  String
 
  description           String?
 
  depreciationYears     Int?
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  assets                Asset[]
 
  @@unique([
    tenantId,
    code
  ])
 
  @@index([tenantId])
}

model Asset {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  assetCode             String
                        @unique
 
  categoryId            String
 
  propertyId            String?
 
  name                  String
 
  description           String?
 
  serialNumber          String?
 
  manufacturer          String?
 
  model                 String?
 
  purchaseDate          DateTime?
 
  purchasePrice         Decimal?
                        @db.Decimal(14,2)
 
  currentValue          Decimal?
                        @db.Decimal(14,2)
 
  status                AssetStatus
 
  condition             AssetCondition
 
  warrantyUntil         DateTime?
 
  qrCode                String?
 
  barcode               String?
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  category              AssetCategory
                        @relation(
                          fields:[categoryId],
                          references:[id]
                        )
 
  assignments           AssetAssignment[]
 
  lifecycleEvents       AssetLifecycle[]
 
  @@index([tenantId])
 
  @@index([categoryId])
 
  @@index([propertyId])
 
  @@index([status])
}

model AssetAssignment {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  propertyId            String
 
  assignedAt            DateTime
                        @default(now())
 
  unassignedAt          DateTime?
 
  assignedBy            String?
 
  notes                 String?
 
  asset                 Asset
                        @relation(
                          fields:[assetId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  @@index([assetId])
 
  @@index([propertyId])
}

model AssetLifecycle {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  eventType             AssetLifecycleEvent
 
  eventDate             DateTime
                        @default(now())
 
  description           String?
 
  cost                  Decimal?
                        @db.Decimal(14,2)
 
  metadata              Json?
 
  asset                 Asset
                        @relation(
                          fields:[assetId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  @@index([assetId])
 
  @@index([eventType])
 
  @@index([eventDate])
}

model AssetInventory {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  propertyId            String?
 
  inventoryDate         DateTime
 
  totalAssets           Int
 
  verifiedAssets        Int
 
  missingAssets         Int
 
  notes                 String?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([propertyId])
 
  @@index([inventoryDate])
}

model AssetTracking {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  propertyId            String?
 
  locationDescription   String?
 
  trackedAt             DateTime
                        @default(now())
 
  source                TrackingSource
 
  metadata              Json?
 
  @@index([assetId])
 
  @@index([trackedAt])
}

enum AssetStatus {
 
  ACTIVE
 
  IN_STOCK
 
  IN_MAINTENANCE
 
  RETIRED
 
  LOST
 
  DISPOSED
}
 
enum AssetCondition {
 
  EXCELLENT
 
  GOOD
 
  FAIR
 
  POOR
 
  DAMAGED
}
 
enum AssetLifecycleEvent {
 
  PURCHASED
 
  ASSIGNED
 
  MOVED
 
  INSPECTED
 
  MAINTAINED
 
  REPAIRED
 
  RETIRED
 
  DISPOSED
}
 
enum TrackingSource {
 
  MANUAL
 
  QR_CODE
 
  BARCODE
 
  RFID
 
  NFC
 
  IOT
}

npx prisma migrate dev \
--name asset_management_core

src/modules/assets

├── assets
│
├── categories
│
├── assignments
│
├── lifecycle
│
├── inventory
│
├── tracking
│
└── assets.module.ts

AssetService

AssetCategoryService

AssetAssignmentService

AssetLifecycleService

AssetInventoryService

AssetTrackingService

asset.service.ts

createAsset()
 
updateAsset()
 
retireAsset()
 
searchAssets()
 
calculateCurrentValue()

Mobilier

TV

Climatisation

Électroménager

Literie

Sécurité

Équipements extérieurs

AST-2027-000001

pour chaque actif.

asset-assignment.service.ts

assignAsset()
 
moveAsset()
 
unassignAsset()
 
getAssetHistory()

Date

Property

Utilisateur

Action

pour chaque mouvement.

asset-lifecycle.service.ts

Achat

Affectation

Déplacement

Réparation

Retrait

recordEvent()
 
getTimeline()
 
calculateLifecycleCost()

Amortissement

CAPEX

OPEX

pour Sprint 6-B.2.

asset-inventory.service.ts

createInventory()
 
verifyAsset()
 
closeInventory()
 
generateVarianceReport()

Actifs présents

Actifs manquants

Actifs déplacés

asset-tracking.service.ts

trackAsset()
 
scanQrCode()
 
scanBarcode()
 
getLastLocation()

QR Code

Barcode

RFID

NFC

IoT

Position

Historique

Mouvements

des actifs.

GET    /assets
 
GET    /assets/{id}
 
POST   /assets
 
PUT    /assets/{id}
 
DELETE /assets/{id}
 
POST   /assets/{id}/assign
 
POST   /assets/{id}/move
 
GET    /assets/{id}/timeline
 
GET    /assets/inventory

Catégorie

Statut

Property

Condition

Valeur

GET /assets/export

Formats :

CSV

Excel

PDF

asset.read

asset.create

asset.update

asset.assign

asset.inventory

asset.dispose

asset.admin

par :

Portfolio

PropertyGroup

Property

sur toutes les requêtes.

ASSET_CREATED

ASSET_ASSIGNED

ASSET_MOVED

ASSET_RETIRED

INVENTORY_COMPLETED

TRACKING_SCAN

Préparer :

Depreciation Engine

Asset Valuation

Capital Planning

Lifecycle Forecasting

Le Sprint 6-B.1 est terminé lorsque :

✓ Asset créé

✓ AssetCategory créé

✓ AssetAssignment créé

✓ AssetLifecycle créé

✓ AssetInventory créé

✓ AssetTracking créé

✓ Audit intégré

✓ Multi-Property Ready

Asset

AssetCategory

AssetAssignment

AssetLifecycle

AssetInventory

AssetTracking

AssetService

AssetAssignmentService

AssetLifecycleService

AssetInventoryService

AssetTrackingService

Enterprise Asset Management Platform

Transformer le registre d'actifs en plateforme patrimoniale Enterprise.

Cette couche permet :

Valorisation

Amortissement

Prévision de cycle de vie

Planification CAPEX

Optimisation maintenance

Pilotage patrimonial

À l'issue de cette étape :

✓ Depreciation Engine

✓ Asset Valuation

✓ Lifecycle Forecasting

✓ Replacement Planning

✓ Maintenance Cost Analytics

✓ Asset Health Score

✓ Asset Intelligence Platform

Assets

↓

Asset Intelligence Engine

├── Depreciation Engine
├── Asset Valuation
├── Lifecycle Forecasting
├── Replacement Planning
├── Maintenance Analytics
├── Asset Health Scoring
└── AI Recommendations

↓

Portfolio Analytics

↓

Capital Planning

model AssetDepreciation {
 
  assetId               String
                        @id
 
  acquisitionValue      Decimal
                        @db.Decimal(14,2)
 
  residualValue         Decimal
                        @db.Decimal(14,2)
 
  usefulLifeYears       Int
 
  annualDepreciation    Decimal
                        @db.Decimal(14,2)
 
  accumulatedDepreciation Decimal
                        @db.Decimal(14,2)
 
  bookValue             Decimal
                        @db.Decimal(14,2)
 
  calculatedAt          DateTime
                        @updatedAt
 
  asset                 Asset
                        @relation(
                          fields:[assetId],
                          references:[id],
                          onDelete:Cascade
                        )
}

model AssetValuation {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  valuationDate         DateTime
 
  estimatedValue        Decimal
                        @db.Decimal(14,2)
 
  valuationMethod       AssetValuationMethod
 
  confidenceScore       Float?
 
  createdAt             DateTime
                        @default(now())
 
  asset                 Asset
                        @relation(
                          fields:[assetId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  @@index([assetId])
 
  @@index([valuationDate])
}

model AssetForecast {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  forecastType          AssetForecastType
 
  forecastDate          DateTime
 
  predictedValue        Float
 
  confidenceScore       Float?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([assetId])
 
  @@index([forecastType])
 
  @@index([forecastDate])
}

model AssetHealthScore {
 
  assetId               String
                        @id
 
  overallScore          Float
 
  conditionScore        Float
 
  maintenanceScore      Float
 
  utilizationScore      Float
 
  ageScore              Float
 
  riskScore             Float
 
  calculatedAt          DateTime
                        @updatedAt
}

model AssetRecommendation {
 
  id                    String
                        @id
                        @default(uuid())
 
  assetId               String
 
  recommendationType    AssetRecommendationType
 
  priority              RecommendationPriority
 
  title                 String
 
  description           String
 
  estimatedCost         Decimal?
                        @db.Decimal(14,2)
 
  estimatedSavings      Decimal?
                        @db.Decimal(14,2)
 
  implemented           Boolean
                        @default(false)
 
  createdAt             DateTime
                        @default(now())
 
  @@index([assetId])
 
  @@index([recommendationType])
 
  @@index([priority])
}

enum AssetValuationMethod {
 
  BOOK_VALUE
 
  MARKET_VALUE
 
  REPLACEMENT_COST
 
  AI_ESTIMATION
}
 
enum AssetForecastType {
 
  REPLACEMENT
 
  FAILURE_RISK
 
  MAINTENANCE_COST
 
  VALUE_EVOLUTION
}
 
enum AssetRecommendationType {
 
  REPAIR
 
  REPLACE
 
  UPGRADE
 
  INSPECT
 
  RETIRE
}
 
enum RecommendationPriority {
 
  LOW
 
  MEDIUM
 
  HIGH
 
  CRITICAL
}

npx prisma migrate dev \
--name asset_intelligence

src/modules/asset-intelligence

├── depreciation
│
├── valuation
│
├── forecasting
│
├── planning
│
├── health
│
├── recommendations
│
└── asset-intelligence.module.ts

DepreciationEngineService

AssetValuationService

LifecycleForecastService

ReplacementPlanningService

MaintenanceCostAnalyticsService

AssetHealthScoreService

AssetRecommendationService

depreciation-engine.service.ts

calculateStraightLine()
 
calculateBookValue()
 
calculateAccumulatedDepreciation()
 
generateDepreciationSchedule()

Linéaire

Dégressif

Personnalisé

Actif

10 000 €

Durée

5 ans

↓

2 000 €/an

asset-valuation.service.ts

estimateCurrentValue()
 
estimateReplacementCost()
 
estimateResidualValue()

Âge

État

Maintenance

Utilisation

Marché

Valeur brute

Valeur nette

Valeur marché

Valeur remplacement

lifecycle-forecast.service.ts

Fin de vie

Risque panne

Coût futur

Maintenance future

forecastReplacement()
 
forecastFailureRisk()
 
forecastMaintenanceCost()

Climatisation

Fin de vie estimée

14 mois

replacement-planning.service.ts

CAPEX Forecast

Replacement Calendar

Investment Plan

selon :

Health Score

Coût maintenance

Criticité

ROI remplacement

2028

12 climatiseurs

↓

CAPEX 42 000 €

maintenance-cost-analytics.service.ts

Coûts maintenance

Coût possession

Coût panne

ROI réparation

MaintenanceWorkOrder

AssetLifecycle

AssetValuation

Maintenance Cost Ratio

Cost Per Asset

Failure Cost

Replacement ROI

asset-health-score.service.ts

Condition         30%

Maintenance       25%

Age               20%

Utilization       15%

Risk              10%

90-100 Excellent

75-89 Healthy

50-74 Warning

0-49 Critical

Asset Health

92

Excellent

asset-recommendation.service.ts

Remplacement

Réparation

Inspection

Upgrade

Retrait

Climatisation

Health Score 41

↓

Remplacement recommandé

TV

Health Score 82

↓

Maintenance préventive

GET /assets/intelligence
 
GET /assets/{id}/health
 
GET /assets/{id}/valuation
 
GET /assets/{id}/forecast
 
GET /assets/recommendations
 
GET /assets/capex-plan

{
  "healthScore":92,
  "currentValue":8400,
  "replacementRisk":"LOW",
  "recommendations":[]
}

Forecast Accuracy

Maintenance Savings

Asset Lifespan

CAPEX Accuracy

Health Score Trends

asset.intelligence.read

asset.intelligence.forecast

asset.intelligence.health

asset.intelligence.capex

asset.intelligence.admin

ASSET_HEALTH_UPDATED

ASSET_FORECAST_GENERATED

ASSET_VALUATION_UPDATED

ASSET_RECOMMENDATION_CREATED

CAPEX_PLAN_GENERATED

Toutes les nuits

Health Score Refresh

Forecast Generation

Valuation Refresh

Recommendation Generation

À la fin du Sprint 6-B.2 :

✓ Asset Registry

✓ Asset Tracking

✓ Asset Lifecycle

✓ Depreciation Engine

✓ Asset Valuation

✓ Forecasting

✓ CAPEX Planning

✓ Asset Intelligence

sont entièrement opérationnels.

Construire le cockpit décisionnel consolidé du parc immobilier.

Cette couche permet d'obtenir une vue globale :

Portefeuilles

Groupes

Propriétés

Revenus

Occupation

Performance

afin de piloter des dizaines, centaines ou milliers de propriétés depuis une interface unique.

À l'issue de cette étape :

✓ Portfolio Dashboard

✓ Portfolio Revenue

✓ Portfolio Occupancy

✓ Portfolio Benchmarking

✓ Multi-Site KPIs

✓ Executive Reporting

✓ Enterprise Portfolio Analytics

Portfolio

↓

Portfolio Analytics Engine

├── Revenue Analytics
├── Occupancy Analytics
├── Reservation Analytics
├── Property Performance
├── Benchmarking
├── Executive KPIs
└── Reporting

↓

Executive Dashboard

↓

Portfolio Intelligence

model PortfolioAnalyticsSnapshot {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String
 
  snapshotDate          DateTime
 
  propertiesCount       Int
                        @default(0)
 
  reservationsCount     Int
                        @default(0)
 
  revenue               Decimal
                        @db.Decimal(14,2)
 
  occupancyRate         Float?
 
  averageRating         Float?
 
  adr                   Decimal?
                        @db.Decimal(14,2)
 
  revPar                Decimal?
                        @db.Decimal(14,2)
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([snapshotDate])
}

model PortfolioKPI {
 
  portfolioId           String
                        @id
 
  occupancyRate         Float?
 
  adr                   Float?
 
  revPar                Float?
 
  revenueGrowth         Float?
 
  reservationGrowth     Float?
 
  guestSatisfaction     Float?
 
  updatedAt             DateTime
                        @updatedAt
}

model PortfolioBenchmark {
 
  id                    String
                        @id
                        @default(uuid())
 
  portfolioId           String
 
  metric                PortfolioBenchmarkMetric
 
  portfolioValue        Float
 
  benchmarkValue        Float
 
  variancePercent       Float
 
  createdAt             DateTime
                        @default(now())
 
  @@index([portfolioId])
 
  @@index([metric])
}

model ExecutiveReport {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String?
 
  reportType            ExecutiveReportType
 
  periodStart           DateTime
 
  periodEnd             DateTime
 
  generatedAt           DateTime
                        @default(now())
 
  storagePath           String?
 
  createdBy             String?
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([reportType])
}

enum PortfolioBenchmarkMetric {
 
  REVENUE
 
  OCCUPANCY
 
  ADR
 
  REVPAR
 
  SATISFACTION
 
  RESERVATIONS
}
 
enum ExecutiveReportType {
 
  DAILY
 
  WEEKLY
 
  MONTHLY
 
  QUARTERLY
 
  ANNUAL
 
  CUSTOM
}

npx prisma migrate dev \
--name portfolio_analytics

src/modules/portfolio-analytics

├── dashboard
│
├── revenue
│
├── occupancy
│
├── benchmarking
│
├── reporting
│
├── kpis
│
└── portfolio-analytics.module.ts

PortfolioDashboardService

PortfolioRevenueService

PortfolioOccupancyService

PortfolioBenchmarkingService

ExecutiveReportingService

PortfolioKPIService

portfolio-revenue.service.ts

Gross Revenue

Net Revenue

Revenue Growth

Revenue By Property

Revenue By Group

Reservations

Invoices

Payments

Refunds

ADR

RevPAR

Revenue Per Property

Revenue Per Portfolio

portfolio-occupancy.service.ts

Occupancy Rate

Available Nights

Booked Nights

Lost Nights

Capacity Usage

par :

Portfolio

Property Group

Property

Region

Category

Occupancy %

Average Stay

Booking Window

Seasonality

portfolio-kpi.service.ts

Revenue

Occupancy

Reservations

Reviews

Operations

Assets

ADR

RevPAR

Occupancy

Revenue Growth

Guest Satisfaction

Asset Utilization

Portfolio Health Score

à partir de :

Revenue

Occupancy

Reviews

Operations

Assets

portfolio-benchmarking.service.ts

Portfolios

Property Groups

Properties

Top Revenue

Top Occupancy

Top Reviews

Top Growth

Portfolio

vs

Average Portfolio

executive-reporting.service.ts

Daily Report

Weekly Report

Monthly Report

Board Report

PDF

Excel

CSV

Revenue

Occupancy

Reservations

Incidents

Assets

Forecasts

portfolio-dashboard.service.ts

Revenue

Occupancy

Reservations

Properties

Reviews

Assets

GET /portfolio/dashboard
 
GET /portfolio/{id}/dashboard

{
  "properties":245,
  "occupancy":82.4,
  "revenue":8450000,
  "adr":142,
  "revpar":117,
  "portfolioHealth":91
}

GET /portfolio/analytics/revenue
 
GET /portfolio/analytics/occupancy
 
GET /portfolio/analytics/kpis
 
GET /portfolio/analytics/benchmark
 
GET /portfolio/reports
 
POST /portfolio/reports

Portfolio

Property Group

Property

Date Range

Region

Category

GET /portfolio/reports/{id}/download

Formats :

PDF

Excel

CSV

portfolio.analytics.read

portfolio.analytics.export

portfolio.analytics.benchmark

portfolio.analytics.executive

portfolio.analytics.admin

PORTFOLIO_DASHBOARD_VIEWED

PORTFOLIO_KPI_CALCULATED

BENCHMARK_GENERATED

EXECUTIVE_REPORT_CREATED

REPORT_DOWNLOADED

Toutes les heures

Portfolio KPI Refresh

Toutes les nuits

Analytics Snapshot

Benchmark Refresh

Executive Report Generation

Compatible avec :

Forecasting

Portfolio Intelligence

Executive AI

Investment Planning

Le Sprint 6-C.1 est terminé lorsque :

✓ Portfolio Dashboard créé

✓ Revenue Analytics créé

✓ Occupancy Analytics créé

✓ Benchmarking créé

✓ Executive Reporting créé

✓ Multi-Site KPIs créés

✓ Audit intégré

PortfolioAnalyticsSnapshot

PortfolioKPI

PortfolioBenchmark

ExecutiveReport

PortfolioDashboardService

PortfolioRevenueService

PortfolioOccupancyService

PortfolioBenchmarkingService

ExecutiveReportingService

Portfolio Analytics Platform

Transformer les analytics consolidés en plateforme décisionnelle prédictive Enterprise.

Cette couche permet :

Prévisions

Planification stratégique

Détection d'opportunités

Prévisions revenus

Prévisions occupation

Pilotage d'investissement

sur l'ensemble du portefeuille immobilier.

À l'issue de cette étape :

✓ Portfolio Forecasting

✓ Revenue Forecast

✓ Occupancy Forecast

✓ Investment Insights

✓ Portfolio Health Score

✓ Executive AI Insights

✓ Portfolio Intelligence Platform

Portfolio Analytics

↓

Portfolio Intelligence Engine

├── Revenue Forecast
├── Occupancy Forecast
├── Investment Insights
├── Risk Analysis
├── Portfolio Health Score
├── Executive AI Insights
└── Strategic Recommendations

↓

Executive Management

↓

Investment Planning

model PortfolioForecast {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String
 
  forecastType          PortfolioForecastType
 
  forecastDate          DateTime
 
  predictedValue        Float
 
  confidenceScore       Float?
 
  generatedAt           DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([forecastType])
 
  @@index([forecastDate])
}

model PortfolioInsight {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String?
 
  category              PortfolioInsightCategory
 
  severity              InsightSeverity
 
  title                 String
 
  description           String
 
  recommendation        String?
 
  impactScore           Float?
 
  implemented           Boolean
                        @default(false)
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([category])
}

model PortfolioHealthScore {
 
  portfolioId           String
                        @id
 
  overallScore          Float
 
  revenueScore          Float
 
  occupancyScore        Float
 
  guestScore            Float
 
  operationsScore       Float
 
  assetScore            Float
 
  growthScore           Float
 
  calculatedAt          DateTime
                        @updatedAt
}

model InvestmentRecommendation {
 
  id                    String
                        @id
                        @default(uuid())
 
  portfolioId           String
 
  recommendationType    InvestmentRecommendationType
 
  priority              RecommendationPriority
 
  title                 String
 
  description           String
 
  estimatedInvestment   Decimal?
                        @db.Decimal(14,2)
 
  estimatedReturn       Decimal?
                        @db.Decimal(14,2)
 
  roiPercent            Float?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([portfolioId])
 
  @@index([recommendationType])
 
  @@index([priority])
}

enum PortfolioForecastType {
 
  REVENUE
 
  OCCUPANCY
 
  RESERVATIONS
 
  REVPAR
 
  ADR
}
 
enum PortfolioInsightCategory {
 
  REVENUE
 
  OCCUPANCY
 
  OPERATIONS
 
  ASSETS
 
  INVESTMENT
 
  GROWTH
}
 
enum InvestmentRecommendationType {
 
  ACQUISITION
 
  RENOVATION
 
  REPLACEMENT
 
  EXPANSION
 
  OPTIMIZATION
 
  DIVESTMENT
}

npx prisma migrate dev \
--name portfolio_intelligence

src/modules/portfolio-intelligence

├── forecasts
│
├── revenue
│
├── occupancy
│
├── investments
│
├── health
│
├── insights
│
└── portfolio-intelligence.module.ts

PortfolioForecastService

RevenueForecastService

OccupancyForecastService

InvestmentInsightService

PortfolioHealthScoreService

ExecutiveInsightService

InvestmentRecommendationService

revenue-forecast.service.ts

forecastRevenue()
 
forecastADR()
 
forecastRevPAR()
 
forecastGrowth()

Reservations

Payments

Invoices

Portfolio Analytics

Seasonality

30 jours

90 jours

12 mois

occupancy-forecast.service.ts

Occupancy

Available Nights

Demand

Booking Pace

forecastOccupancy()
 
forecastDemand()
 
forecastSeasonality()

par :

Portfolio

Property Group

Property

Region

investment-insight.service.ts

Expansion

Renovation

Asset Replacement

Optimization

Divestment

Revenue

Occupancy

Assets

Maintenance

Guest Satisfaction

Property Group Paris

ROI potentiel

18%

↓

Rénovation recommandée

portfolio-health-score.service.ts

Revenue           25%

Occupancy         20%

Guest Score       15%

Operations        15%

Assets            15%

Growth            10%

90-100 Excellent

75-89 Healthy

50-74 Warning

0-49 Critical

Portfolio Health

93

Excellent

executive-insight.service.ts

Revenue Opportunities

Occupancy Risks

Growth Opportunities

Asset Risks

Investment Priorities

Les propriétés côtières

↑ 22%

prévision revenus été

↓

Renforcer l'inventaire

Le groupe Europe Nord

↓

Occupation en baisse

-7%

↓

Action recommandée

investment-recommendation.service.ts

CAPEX

Expansion

Acquisition

Renovation

Cession

ROI

Health Score

Forecast

Asset Age

Revenue Potential

CAPEX

250 000 €

ROI estimé

31%

GET /portfolio/intelligence
 
GET /portfolio/forecasts
 
GET /portfolio/insights
 
GET /portfolio/health
 
GET /portfolio/investments
 
GET /portfolio/recommendations

{
  "revenueForecast":12450000,
  "occupancyForecast":84.2,
  "portfolioHealth":93,
  "investmentOpportunities":12
}

Forecast Accuracy

Investment ROI

Health Score Trend

Revenue Prediction Accuracy

Recommendation Adoption

portfolio.intelligence.read

portfolio.intelligence.forecast

portfolio.intelligence.investment

portfolio.intelligence.health

portfolio.intelligence.executive

PORTFOLIO_FORECAST_GENERATED

PORTFOLIO_HEALTH_UPDATED

EXECUTIVE_INSIGHT_CREATED

INVESTMENT_RECOMMENDATION_CREATED

INTELLIGENCE_DASHBOARD_VIEWED

Toutes les nuits

Portfolio Forecast Refresh

Portfolio Health Refresh

Executive Insights Generation

Investment Recommendation Refresh

À la fin du Sprint 6-C.2 :

✓ Portfolio Analytics

✓ Benchmarking

✓ Forecasting

✓ Executive Reporting

✓ Portfolio Health Score

✓ Investment Intelligence

✓ Executive AI Insights

sont entièrement opérationnels.

Compatible avec :

Governance

Delegation

Approvals

Compliance

Enterprise Controls

Le Sprint 6-C.2 est terminé lorsque :

✓ Portfolio Forecasting créé

✓ Revenue Forecast créé

✓ Occupancy Forecast créé

✓ Investment Insights créés

✓ Portfolio Health Score créé

✓ Executive AI Insights créés

✓ Audit intégré

PortfolioForecast

PortfolioInsight

PortfolioHealthScore

InvestmentRecommendation

PortfolioForecastService

RevenueForecastService

OccupancyForecastService

InvestmentInsightService

PortfolioHealthScoreService

ExecutiveInsightService

InvestmentRecommendationService

Portfolio Intelligence Platform

Mettre en place la couche de gouvernance Enterprise du parc immobilier.

Cette couche permet de contrôler :

Accès

Délégations

Validations

Conformité

Séparation des responsabilités

Traçabilité

sur l'ensemble des portefeuilles, groupes et propriétés.

À l'issue de cette étape :

✓ Portfolio RBAC

✓ Delegation

✓ Approval Workflow

✓ Compliance Controls

✓ Multi-Site Permissions

✓ Governance Dashboard

✓ Enterprise Governance Platform

Tenant

↓

Governance Layer

├── RBAC
├── Delegation
├── Approval Workflow
├── Compliance
├── Audit
└── Governance Dashboard

↓

Portfolio

↓

Property Groups

↓

Properties

model PortfolioRole {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  name                  String
 
  code                  String
 
  description           String?
 
  systemRole            Boolean
                        @default(false)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  permissions           PortfolioPermission[]
 
  assignments           PortfolioRoleAssignment[]
 
  @@unique([tenantId, code])
 
  @@index([tenantId])
}

model PortfolioPermission {
 
  id                    String
                        @id
                        @default(uuid())
 
  roleId                String
 
  permission            String
 
  role                  PortfolioRole
                        @relation(
                          fields:[roleId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  @@index([roleId])
 
  @@index([permission])
}

model PortfolioRoleAssignment {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  userId                String
 
  roleId                String
 
  portfolioId           String?
 
  propertyGroupId       String?
 
  propertyId            String?
 
  assignedAt            DateTime
                        @default(now())
 
  expiresAt             DateTime?
 
  role                  PortfolioRole
                        @relation(
                          fields:[roleId],
                          references:[id]
                        )
 
  @@index([tenantId])
 
  @@index([userId])
 
  @@index([portfolioId])
 
  @@index([propertyId])
}

model Delegation {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  delegatorUserId       String
 
  delegateUserId        String
 
  portfolioId           String?
 
  propertyGroupId       String?
 
  propertyId            String?
 
  startDate             DateTime
 
  endDate               DateTime
 
  active                Boolean
                        @default(true)
 
  reason                String?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([delegatorUserId])
 
  @@index([delegateUserId])
}

model ApprovalRequest {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  approvalType          ApprovalType
 
  status                ApprovalStatus
 
  entityType            String
 
  entityId              String
 
  requestedBy           String
 
  approvedBy            String?
 
  requestedAt           DateTime
                        @default(now())
 
  approvedAt            DateTime?
 
  comment               String?
 
  @@index([tenantId])
 
  @@index([status])
 
  @@index([approvalType])
}

model ComplianceControl {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  code                  String
 
  title                 String
 
  category              ComplianceCategory
 
  enabled               Boolean
                        @default(true)
 
  severity              ComplianceSeverity
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([category])
}

enum ApprovalType {
 
  PROPERTY_CREATION
 
  PROPERTY_UPDATE
 
  OWNER_ASSIGNMENT
 
  OPERATOR_ASSIGNMENT
 
  CAPEX_REQUEST
 
  CONTRACT_APPROVAL
}
 
enum ApprovalStatus {
 
  PENDING
 
  APPROVED
 
  REJECTED
 
  CANCELLED
}
 
enum ComplianceCategory {
 
  SECURITY
 
  FINANCIAL
 
  LEGAL
 
  GDPR
 
  OPERATIONS
}
 
enum ComplianceSeverity {
 
  LOW
 
  MEDIUM
 
  HIGH
 
  CRITICAL
}

npx prisma migrate dev \
--name governance_core

src/modules/governance

├── roles
│
├── permissions
│
├── delegations
│
├── approvals
│
├── compliance
│
├── dashboard
│
└── governance.module.ts

PortfolioRBACService

DelegationService

ApprovalWorkflowService

ComplianceControlService

GovernanceDashboardService

PermissionResolverService

portfolio-rbac.service.ts

PORTFOLIO_ADMIN

PORTFOLIO_MANAGER

GROUP_MANAGER

PROPERTY_MANAGER

OWNER_VIEWER

AUDITOR

Read

Create

Update

Delete

Approve

Export

Admin

par scope.

Portfolio

Property Group

Property

sur chaque permission.

delegation.service.ts

createDelegation()
 
revokeDelegation()
 
validateDelegation()
 
getActiveDelegations()

Congés

Remplacement

Mission temporaire

Support régional

automatiquement à :

endDate

approval-workflow.service.ts

submitApproval()
 
approve()
 
reject()
 
cancelApproval()

Nouvelle propriété

Changement propriétaire

CAPEX

Contrat

Suppression actif

un approbateur différent du demandeur.

compliance-control.service.ts

RGPD

Audit

Sécurité

Finance

Exploitation

runControls()
 
evaluateCompliance()
 
createViolation()
 
closeViolation()

Compliance Score

Risk Score

Violation Rate

governance-dashboard.service.ts

Approvals Pending

Active Delegations

Compliance Score

Open Violations

Audit Events

Approval Time

Compliance Rate

Policy Violations

Delegation Usage

Audit Coverage

GET /governance/dashboard

GET    /governance/roles
 
POST   /governance/roles
 
GET    /governance/delegations
 
POST   /governance/delegations
 
GET    /governance/approvals
 
POST   /governance/approvals
 
POST   /governance/approvals/{id}/approve
 
POST   /governance/approvals/{id}/reject
 
GET    /governance/compliance

{
  "approvalType":"CAPEX_REQUEST",
  "entityType":"Asset",
  "entityId":"ast_123"
}

permission-resolver.service.ts

dans l'ordre :

Role

↓

Delegation

↓

Portfolio Scope

↓

Property Scope

@RequirePortfolioPermission()
 
@RequireApproval()

ROLE_ASSIGNED

DELEGATION_CREATED

APPROVAL_SUBMITTED

APPROVAL_APPROVED

COMPLIANCE_CHECK_EXECUTED

Toutes les heures

Delegation Expiration

Toutes les nuits

Compliance Scan

Approval Escalation

Governance KPI Refresh

governance.read

governance.manage

governance.approve

governance.compliance

governance.audit

governance.admin

Compatible avec :

Enterprise Policies

Risk Management

Internal Controls

Governance Intelligence

Audit Automation

Le Sprint 6-D.1 est terminé lorsque :

✓ Portfolio RBAC créé

✓ Delegation créée

✓ Approval Workflow créé

✓ Compliance Controls créés

✓ Multi-Site Permissions créées

✓ Governance Dashboard créé

✓ Audit intégré

PortfolioRole

PortfolioPermission

PortfolioRoleAssignment

Delegation

ApprovalRequest

ComplianceControl

PortfolioRBACService

DelegationService

ApprovalWorkflowService

ComplianceControlService

GovernanceDashboardService

Enterprise Governance Platform

Transformer les analytics consolidés en plateforme décisionnelle prédictive Enterprise.

Cette couche permet :

Prévisions

Planification stratégique

Détection d'opportunités

Prévisions revenus

Prévisions occupation

Pilotage d'investissement

sur l'ensemble du portefeuille immobilier.

À l'issue de cette étape :

✓ Portfolio Forecasting

✓ Revenue Forecast

✓ Occupancy Forecast

✓ Investment Insights

✓ Portfolio Health Score

✓ Executive AI Insights

✓ Portfolio Intelligence Platform

Portfolio Analytics

↓

Portfolio Intelligence Engine

├── Revenue Forecast
├── Occupancy Forecast
├── Investment Insights
├── Risk Analysis
├── Portfolio Health Score
├── Executive AI Insights
└── Strategic Recommendations

↓

Executive Management

↓

Investment Planning

model PortfolioForecast {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String
 
  forecastType          PortfolioForecastType
 
  forecastDate          DateTime
 
  predictedValue        Float
 
  confidenceScore       Float?
 
  generatedAt           DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([forecastType])
 
  @@index([forecastDate])
}

model PortfolioInsight {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String?
 
  category              PortfolioInsightCategory
 
  severity              InsightSeverity
 
  title                 String
 
  description           String
 
  recommendation        String?
 
  impactScore           Float?
 
  implemented           Boolean
                        @default(false)
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([portfolioId])
 
  @@index([category])
}

model PortfolioHealthScore {
 
  portfolioId           String
                        @id
 
  overallScore          Float
 
  revenueScore          Float
 
  occupancyScore        Float
 
  guestScore            Float
 
  operationsScore       Float
 
  assetScore            Float
 
  growthScore           Float
 
  calculatedAt          DateTime
                        @updatedAt
}

model InvestmentRecommendation {
 
  id                    String
                        @id
                        @default(uuid())
 
  portfolioId           String
 
  recommendationType    InvestmentRecommendationType
 
  priority              RecommendationPriority
 
  title                 String
 
  description           String
 
  estimatedInvestment   Decimal?
                        @db.Decimal(14,2)
 
  estimatedReturn       Decimal?
                        @db.Decimal(14,2)
 
  roiPercent            Float?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([portfolioId])
 
  @@index([recommendationType])
 
  @@index([priority])
}

enum PortfolioForecastType {
 
  REVENUE
 
  OCCUPANCY
 
  RESERVATIONS
 
  REVPAR
 
  ADR
}
 
enum PortfolioInsightCategory {
 
  REVENUE
 
  OCCUPANCY
 
  OPERATIONS
 
  ASSETS
 
  INVESTMENT
 
  GROWTH
}
 
enum InvestmentRecommendationType {
 
  ACQUISITION
 
  RENOVATION
 
  REPLACEMENT
 
  EXPANSION
 
  OPTIMIZATION
 
  DIVESTMENT
}

npx prisma migrate dev \
--name portfolio_intelligence

src/modules/portfolio-intelligence

├── forecasts
│
├── revenue
│
├── occupancy
│
├── investments
│
├── health
│
├── insights
│
└── portfolio-intelligence.module.ts

PortfolioForecastService

RevenueForecastService

OccupancyForecastService

InvestmentInsightService

PortfolioHealthScoreService

ExecutiveInsightService

InvestmentRecommendationService

revenue-forecast.service.ts

forecastRevenue()
 
forecastADR()
 
forecastRevPAR()
 
forecastGrowth()

Reservations

Payments

Invoices

Portfolio Analytics

Seasonality

30 jours

90 jours

12 mois

occupancy-forecast.service.ts

Occupancy

Available Nights

Demand

Booking Pace

forecastOccupancy()
 
forecastDemand()
 
forecastSeasonality()

par :

Portfolio

Property Group

Property

Region

investment-insight.service.ts

Expansion

Renovation

Asset Replacement

Optimization

Divestment

Revenue

Occupancy

Assets

Maintenance

Guest Satisfaction

Property Group Paris

ROI potentiel

18%

↓

Rénovation recommandée

portfolio-health-score.service.ts

Revenue           25%

Occupancy         20%

Guest Score       15%

Operations        15%

Assets            15%

Growth            10%

90-100 Excellent

75-89 Healthy

50-74 Warning

0-49 Critical

Portfolio Health

93

Excellent

executive-insight.service.ts

Revenue Opportunities

Occupancy Risks

Growth Opportunities

Asset Risks

Investment Priorities

Les propriétés côtières

↑ 22%

prévision revenus été

↓

Renforcer l'inventaire

Le groupe Europe Nord

↓

Occupation en baisse

-7%

↓

Action recommandée

investment-recommendation.service.ts

CAPEX

Expansion

Acquisition

Renovation

Cession

ROI

Health Score

Forecast

Asset Age

Revenue Potential

CAPEX

250 000 €

ROI estimé

31%

GET /portfolio/intelligence
 
GET /portfolio/forecasts
 
GET /portfolio/insights
 
GET /portfolio/health
 
GET /portfolio/investments
 
GET /portfolio/recommendations

{
  "revenueForecast":12450000,
  "occupancyForecast":84.2,
  "portfolioHealth":93,
  "investmentOpportunities":12
}

Forecast Accuracy

Investment ROI

Health Score Trend

Revenue Prediction Accuracy

Recommendation Adoption

portfolio.intelligence.read

portfolio.intelligence.forecast

portfolio.intelligence.investment

portfolio.intelligence.health

portfolio.intelligence.executive

PORTFOLIO_FORECAST_GENERATED

PORTFOLIO_HEALTH_UPDATED

EXECUTIVE_INSIGHT_CREATED

INVESTMENT_RECOMMENDATION_CREATED

INTELLIGENCE_DASHBOARD_VIEWED

Toutes les nuits

Portfolio Forecast Refresh

Portfolio Health Refresh

Executive Insights Generation

Investment Recommendation Refresh

À la fin du Sprint 6-C.2 :

✓ Portfolio Analytics

✓ Benchmarking

✓ Forecasting

✓ Executive Reporting

✓ Portfolio Health Score

✓ Investment Intelligence

✓ Executive AI Insights

sont entièrement opérationnels.

Compatible avec :

Governance

Delegation

Approvals

Compliance

Enterprise Controls

Le Sprint 6-C.2 est terminé lorsque :

✓ Portfolio Forecasting créé

✓ Revenue Forecast créé

✓ Occupancy Forecast créé

✓ Investment Insights créés

✓ Portfolio Health Score créé

✓ Executive AI Insights créés

✓ Audit intégré

PortfolioForecast

PortfolioInsight

PortfolioHealthScore

InvestmentRecommendation

PortfolioForecastService

RevenueForecastService

OccupancyForecastService

InvestmentInsightService

PortfolioHealthScoreService

ExecutiveInsightService

InvestmentRecommendationService

Portfolio Intelligence Platform

Mettre en place la couche de gouvernance Enterprise du parc immobilier.

Cette couche permet de contrôler :

Accès

Délégations

Validations

Conformité

Séparation des responsabilités

Traçabilité

sur l'ensemble des portefeuilles, groupes et propriétés.

À l'issue de cette étape :

✓ Portfolio RBAC

✓ Delegation

✓ Approval Workflow

✓ Compliance Controls

✓ Multi-Site Permissions

✓ Governance Dashboard

✓ Enterprise Governance Platform

Tenant

↓

Governance Layer

├── RBAC
├── Delegation
├── Approval Workflow
├── Compliance
├── Audit
└── Governance Dashboard

↓

Portfolio

↓

Property Groups

↓

Properties

model PortfolioRole {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  name                  String
 
  code                  String
 
  description           String?
 
  systemRole            Boolean
                        @default(false)
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  permissions           PortfolioPermission[]
 
  assignments           PortfolioRoleAssignment[]
 
  @@unique([tenantId, code])
 
  @@index([tenantId])
}

model PortfolioPermission {
 
  id                    String
                        @id
                        @default(uuid())
 
  roleId                String
 
  permission            String
 
  role                  PortfolioRole
                        @relation(
                          fields:[roleId],
                          references:[id],
                          onDelete:Cascade
                        )
 
  @@index([roleId])
 
  @@index([permission])
}

model PortfolioRoleAssignment {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  userId                String
 
  roleId                String
 
  portfolioId           String?
 
  propertyGroupId       String?
 
  propertyId            String?
 
  assignedAt            DateTime
                        @default(now())
 
  expiresAt             DateTime?
 
  role                  PortfolioRole
                        @relation(
                          fields:[roleId],
                          references:[id]
                        )
 
  @@index([tenantId])
 
  @@index([userId])
 
  @@index([portfolioId])
 
  @@index([propertyId])
}

model Delegation {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  delegatorUserId       String
 
  delegateUserId        String
 
  portfolioId           String?
 
  propertyGroupId       String?
 
  propertyId            String?
 
  startDate             DateTime
 
  endDate               DateTime
 
  active                Boolean
                        @default(true)
 
  reason                String?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([delegatorUserId])
 
  @@index([delegateUserId])
}

model ApprovalRequest {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  approvalType          ApprovalType
 
  status                ApprovalStatus
 
  entityType            String
 
  entityId              String
 
  requestedBy           String
 
  approvedBy            String?
 
  requestedAt           DateTime
                        @default(now())
 
  approvedAt            DateTime?
 
  comment               String?
 
  @@index([tenantId])
 
  @@index([status])
 
  @@index([approvalType])
}

model ComplianceControl {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  code                  String
 
  title                 String
 
  category              ComplianceCategory
 
  enabled               Boolean
                        @default(true)
 
  severity              ComplianceSeverity
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
 
  @@index([category])
}

enum ApprovalType {
 
  PROPERTY_CREATION
 
  PROPERTY_UPDATE
 
  OWNER_ASSIGNMENT
 
  OPERATOR_ASSIGNMENT
 
  CAPEX_REQUEST
 
  CONTRACT_APPROVAL
}
 
enum ApprovalStatus {
 
  PENDING
 
  APPROVED
 
  REJECTED
 
  CANCELLED
}
 
enum ComplianceCategory {
 
  SECURITY
 
  FINANCIAL
 
  LEGAL
 
  GDPR
 
  OPERATIONS
}
 
enum ComplianceSeverity {
 
  LOW
 
  MEDIUM
 
  HIGH
 
  CRITICAL
}

npx prisma migrate dev \
--name governance_core

src/modules/governance

├── roles
│
├── permissions
│
├── delegations
│
├── approvals
│
├── compliance
│
├── dashboard
│
└── governance.module.ts

PortfolioRBACService

DelegationService

ApprovalWorkflowService

ComplianceControlService

GovernanceDashboardService

PermissionResolverService

portfolio-rbac.service.ts

PORTFOLIO_ADMIN

PORTFOLIO_MANAGER

GROUP_MANAGER

PROPERTY_MANAGER

OWNER_VIEWER

AUDITOR

Read

Create

Update

Delete

Approve

Export

Admin

par scope.

Portfolio

Property Group

Property

sur chaque permission.

delegation.service.ts

createDelegation()
 
revokeDelegation()
 
validateDelegation()
 
getActiveDelegations()

Congés

Remplacement

Mission temporaire

Support régional

automatiquement à :

endDate

approval-workflow.service.ts

submitApproval()
 
approve()
 
reject()
 
cancelApproval()

Nouvelle propriété

Changement propriétaire

CAPEX

Contrat

Suppression actif

un approbateur différent du demandeur.

compliance-control.service.ts

RGPD

Audit

Sécurité

Finance

Exploitation

runControls()
 
evaluateCompliance()
 
createViolation()
 
closeViolation()

Compliance Score

Risk Score

Violation Rate

governance-dashboard.service.ts

Approvals Pending

Active Delegations

Compliance Score

Open Violations

Audit Events

Approval Time

Compliance Rate

Policy Violations

Delegation Usage

Audit Coverage

GET /governance/dashboard

GET    /governance/roles
 
POST   /governance/roles
 
GET    /governance/delegations
 
POST   /governance/delegations
 
GET    /governance/approvals
 
POST   /governance/approvals
 
POST   /governance/approvals/{id}/approve
 
POST   /governance/approvals/{id}/reject
 
GET    /governance/compliance

{
  "approvalType":"CAPEX_REQUEST",
  "entityType":"Asset",
  "entityId":"ast_123"
}

permission-resolver.service.ts

dans l'ordre :

Role

↓

Delegation

↓

Portfolio Scope

↓

Property Scope

@RequirePortfolioPermission()
 
@RequireApproval()

ROLE_ASSIGNED

DELEGATION_CREATED

APPROVAL_SUBMITTED

APPROVAL_APPROVED

COMPLIANCE_CHECK_EXECUTED

Toutes les heures

Delegation Expiration

Toutes les nuits

Compliance Scan

Approval Escalation

Governance KPI Refresh

governance.read

governance.manage

governance.approve

governance.compliance

governance.audit

governance.admin

Compatible avec :

Enterprise Policies

Risk Management

Internal Controls

Governance Intelligence

Audit Automation

Le Sprint 6-D.1 est terminé lorsque :

✓ Portfolio RBAC créé

✓ Delegation créée

✓ Approval Workflow créé

✓ Compliance Controls créés

✓ Multi-Site Permissions créées

✓ Governance Dashboard créé

✓ Audit intégré

PortfolioRole

PortfolioPermission

PortfolioRoleAssignment

Delegation

ApprovalRequest

ComplianceControl

PortfolioRBACService

DelegationService

ApprovalWorkflowService

ComplianceControlService

GovernanceDashboardService

Enterprise Governance Platform

Transformer la gouvernance opérationnelle en plateforme de pilotage des risques Enterprise.

Cette couche permet :

Gestion des risques

Politiques Enterprise

Contrôles internes

Prévision conformité

Analyse d'audit

Pilotage exécutif

sur l'ensemble des portefeuilles, groupes et propriétés.

À l'issue de cette étape :

✓ Risk Engine

✓ Policy Engine

✓ Segregation of Duties

✓ Audit Intelligence

✓ Compliance Forecasting

✓ Governance Score

✓ Governance Intelligence Platform

Governance Layer

↓

Governance Intelligence Engine

├── Risk Engine
├── Policy Engine
├── SoD Engine
├── Audit Intelligence
├── Compliance Forecasting
├── Governance Score
└── Executive Recommendations

↓

Executive Governance

↓

Enterprise Controls

model GovernanceRisk {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  portfolioId           String?
 
  propertyGroupId       String?
 
  propertyId            String?
 
  category              RiskCategory
 
  severity              RiskSeverity
 
  title                 String
 
  description           String
 
  riskScore             Float
 
  likelihood            Float?
 
  impact                Float?
 
  mitigationPlan        String?
 
  ownerUserId           String?
 
  status                RiskStatus
 
  detectedAt            DateTime
                        @default(now())
 
  resolvedAt            DateTime?
 
  createdAt             DateTime
                        @default(now())
 
  @@index([tenantId])
  @@index([category])
  @@index([severity])
  @@index([status])
}

model GovernancePolicy {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  code                  String
 
  title                 String
 
  description           String?
 
  category              PolicyCategory
 
  active                Boolean
                        @default(true)
 
  version               String
 
  effectiveDate         DateTime?
 
  reviewDate            DateTime?
 
  createdAt             DateTime
                        @default(now())
 
  updatedAt             DateTime
                        @updatedAt
 
  @@unique([tenantId, code])
 
  @@index([tenantId])
  @@index([category])
}

model SoDViolation {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  userId                String
 
  ruleCode              String
 
  conflictDescription   String
 
  severity              RiskSeverity
 
  resolved              Boolean
                        @default(false)
 
  detectedAt            DateTime
                        @default(now())
 
  resolvedAt            DateTime?
 
  @@index([tenantId])
  @@index([userId])
  @@index([resolved])
}

model GovernanceForecast {
 
  id                    String
                        @id
                        @default(uuid())
 
  tenantId              String
 
  forecastType          GovernanceForecastType
 
  forecastDate          DateTime
 
  predictedValue        Float
 
  confidenceScore       Float?
 
  generatedAt           DateTime
                        @default(now())
 
  @@index([tenantId])
  @@index([forecastType])
  @@index([forecastDate])
}

model GovernanceScore {
 
  tenantId              String
                        @id
 
  overallScore          Float
 
  complianceScore       Float
 
  auditScore            Float
 
  riskScore             Float
 
  controlsScore         Float
 
  segregationScore      Float
 
  calculatedAt          DateTime
                        @updatedAt
}

enum RiskCategory {
 
  SECURITY
 
  FINANCIAL
 
  OPERATIONAL
 
  COMPLIANCE
 
  LEGAL
 
  GOVERNANCE
}
 
enum RiskSeverity {
 
  LOW
 
  MEDIUM
 
  HIGH
 
  CRITICAL
}
 
enum RiskStatus {
 
  OPEN
 
  MITIGATING
 
  ACCEPTED
 
  RESOLVED
}
 
enum PolicyCategory {
 
  ACCESS
 
  SECURITY
 
  FINANCE
 
  OPERATIONS
 
  GDPR
 
  AUDIT
}
 
enum GovernanceForecastType {
 
  COMPLIANCE_SCORE
 
  RISK_EXPOSURE
 
  AUDIT_FINDINGS
 
  POLICY_VIOLATIONS
}

npx prisma migrate dev \
--name governance_intelligence

src/modules/governance-intelligence

├── risk
├── policy
├── sod
├── audit
├── forecasting
├── scoring
├── recommendations
└── governance-intelligence.module.ts

RiskEngineService

PolicyEngineService

SegregationOfDutiesService

AuditIntelligenceService

ComplianceForecastingService

GovernanceScoreService

GovernanceRecommendationService

risk-engine.service.ts

Risk Registry

Risk Scoring

Risk Classification

Risk Mitigation

Risk Monitoring

Accès excessifs

Violations politiques

Fraudes potentielles

Conflits SoD

Défauts conformité

Anomalies d'audit

detectRisks()
 
calculateRiskScore()
 
classifyRisk()
 
createMitigationPlan()
 
resolveRisk()

policy-engine.service.ts

Policies

Rules

Exceptions

Escalations

Approvals

evaluatePolicy()
 
registerException()
 
validateAction()
 
triggerEscalation()
 
auditExecution()

CAPEX > 50 000 €

↓

Double approbation

Suppression propriété

↓

Validation exécutive

segregation-of-duties.service.ts

Création

Validation

Paiement

Audit

Administration

Demandeur + Approbateur

Créateur + Auditeur

Administrateur + Contrôleur

detectConflict()
 
validateRoleAssignment()
 
createViolation()
 
resolveViolation()

audit-intelligence.service.ts

Audit Logs

Approvals

Permissions

Violations

Incidents

Anomalies

Patterns

Abus potentiels

Contrôles manquants

Zones à risque

analyzeAuditLogs()
 
detectAnomalies()
 
generateFindings()
 
identifyControlGaps()

compliance-forecasting.service.ts

Violations

Audit Findings

Risk Exposure

Compliance Trend

Compliance Controls

Audit Logs

Governance Risks

SoD Violations

forecastCompliance()
 
forecastRiskExposure()
 
forecastAuditFindings()

governance-score.service.ts

Compliance        25%

Risk              25%

Audit             20%

Controls          15%

SoD               15%

90-100  Excellent

75-89   Healthy

50-74   Warning

0-49    Critical

Governance Score

94

Excellent

governance-recommendation.service.ts

Réduction risques

Renforcement contrôles

Corrections conformité

Optimisation processus

Actions audit

18 violations SoD

↓

Séparer les rôles Finance

Risque conformité en hausse

↓

Audit ciblé recommandé

GET /governance/intelligence
 
GET /governance/risks
 
GET /governance/policies
 
GET /governance/score
 
GET /governance/forecasts
 
GET /governance/recommendations
 
GET /governance/sod

{
  "governanceScore":94,
  "openRisks":7,
  "criticalRisks":1,
  "sodViolations":3,
  "complianceForecast":91
}

governance.intelligence.read

governance.risk.manage

governance.policy.manage

governance.audit.intelligence

governance.executive

RISK_DETECTED

POLICY_VIOLATION

SOD_VIOLATION_CREATED

FORECAST_GENERATED

GOVERNANCE_SCORE_UPDATED

EXECUTIVE_RECOMMENDATION_CREATED

Toutes les heures

Risk Detection

Toutes les nuits

Compliance Forecast Refresh

Governance Score Refresh

Audit Intelligence Refresh

Recommendation Generation

À la fin du Sprint 6 :

✓ Portfolio Management

✓ Asset Management

✓ Portfolio Analytics

✓ Portfolio Intelligence

✓ Enterprise Governance

✓ Risk Management

✓ Executive Controls

sont entièrement opérationnels.

Compatible avec :

Marketplace

OTA

Distribution

Partners

Channels

Revenue Sharing

Le Sprint 6-D.2 est terminé lorsque :

✓ Risk Engine créé

✓ Policy Engine créé

✓ Segregation of Duties créée

✓ Audit Intelligence créée

✓ Compliance Forecasting créé

✓ Governance Score créé

✓ Executive Intelligence créée

✓ Gouvernance Enterprise finalisée

GovernanceRisk

GovernancePolicy

SoDViolation

GovernanceForecast

GovernanceScore

RiskEngineService

PolicyEngineService

SegregationOfDutiesService

AuditIntelligenceService

ComplianceForecastingService

GovernanceScoreService

GovernanceRecommendationService

Governance Intelligence Platform