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