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