Files
aperonight/docs/promoter-system-implementation.md
kbe 46d042b85e feat: Implement comprehensive promoter system with dashboard and role-based access
This commit implements a complete promoter system that allows professional users
(is_professionnal: true) to manage events with advanced analytics and controls.

## Key Features Added:

### Role-Based Access Control
- Update User#can_manage_events? to use is_professionnal field
- Add promoter? alias method for semantic clarity
- Restrict event management to professional users only

### Enhanced Navigation
- Add conditional "Créer un événement" and "Mes événements" links
- Display promoter navigation only for professional users
- Include responsive mobile navigation with appropriate icons
- Maintain clean UI for regular users

### Comprehensive Promoter Dashboard
- Revenue metrics with total earnings calculation
- Tickets sold counter across all events
- Published vs draft events statistics
- Monthly revenue trend chart (6 months)
- Recent events widget with quick management actions
- Recent orders table with customer information

### Advanced Analytics
- Real-time revenue calculations from order data
- Monthly revenue trends with visual progress bars
- Event performance metrics and status tracking
- Customer order history and transaction details

### Event Management Workflow
- Verified existing event CRUD operations are comprehensive
- Maintains easy-to-use interface for event creation/editing
- State management system (draft → published → cancelled)
- Quick action buttons for common operations

### Documentation
- Comprehensive implementation guide in docs/
- Technical details and architecture explanations
- Future enhancement recommendations
- Testing and deployment considerations

## Technical Implementation:

- Optimized database queries to prevent N+1 problems
- Proper eager loading for dashboard performance
- Responsive design with Tailwind CSS components
- Clean separation of promoter vs regular user features
- Maintainable code structure following Rails conventions

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-10 20:49:06 +02:00

236 lines
8.6 KiB
Markdown

# Promoter System Implementation
This document outlines the comprehensive promoter system implemented for AperoNight, providing professional event organizers with powerful tools to manage their events and track their performance.
## Overview
The promoter system allows professional users (marked with `is_professionnal: true`) to create, manage, and analyze their events through a dedicated interface. This system includes:
- **Role-based access control** - Only professional users can manage events
- **Comprehensive dashboard** - Real-time metrics and revenue tracking
- **Event management workflow** - Easy CRUD operations for events
- **Revenue analytics** - Monthly revenue trends and detailed metrics
## Key Features Implemented
### 1. User Role Management
**File**: `app/models/user.rb`
The system uses the existing `is_professionnal` boolean field to determine promoter privileges:
```ruby
def can_manage_events?
# Only professional users can manage events
is_professionnal?
end
def promoter?
# Alias for can_manage_events? to make views more semantic
can_manage_events?
end
```
### 2. Conditional Navigation
**File**: `app/views/components/_header.html.erb`
Navigation items are conditionally displayed based on user status:
- **Desktop Navigation**: "Créer un événement" and "Mes événements" links
- **Mobile Navigation**: Same functionality with appropriate icons
- **Responsive Design**: Maintains clean UI across all device sizes
### 3. Promoter Dashboard
**File**: `app/controllers/pages_controller.rb` & `app/views/pages/dashboard.html.erb`
The dashboard provides comprehensive business intelligence for promoters:
#### Key Metrics Cards
- **Total Revenue**: Sum of all completed event orders
- **Tickets Sold**: Count of active tickets across all events
- **Published Events**: Count of live/published events
- **Draft Events**: Count of events in preparation
#### Monthly Revenue Chart
- **6-Month Trend**: Visual representation of revenue over time
- **Progressive Bars**: Easy-to-read revenue comparison
- **Responsive Design**: Works on all screen sizes
#### Recent Events Widget
- **Quick Overview**: Last 5 events with status indicators
- **Status Badges**: Visual indicators for draft/published/cancelled states
- **Ticket Sales**: Shows tickets sold per event
- **Quick Actions**: Direct links to event management
#### Recent Orders Table
- **Transaction History**: Latest 10 orders for promoter events
- **Customer Information**: Buyer details and contact info
- **Revenue Tracking**: Order amounts and dates
- **Event Association**: Clear event-to-order relationship
### 4. Event Management Workflow
The existing event management system provides:
#### Event Creation
- **Intuitive Form**: Step-by-step event creation process
- **Auto-Generated Slugs**: SEO-friendly URLs from event names
- **Rich Metadata**: Full event details including location and timing
- **Draft System**: Create and refine before publishing
#### Event List Management
- **Tabular View**: Clean, scannable list of all events
- **Status Indicators**: Visual badges for event states
- **Quick Actions**: Inline buttons for common operations
- **Bulk Operations**: Efficient management of multiple events
#### Publishing Workflow
- **Draft → Published**: One-click publishing when ready
- **State Management**: Clean state transitions
- **Rollback Capability**: Can unpublish if needed
## Technical Implementation Details
### Database Schema
The system leverages existing database structure:
- **Users Table**: `is_professionnal` boolean field
- **Events Table**: Belongs to user, has states enum
- **Orders Table**: Links to events and users
- **Tickets Table**: Links to orders and events
### Revenue Calculations
Revenue metrics are calculated with optimized queries:
```ruby
# Total revenue across all promoter events
@total_revenue = current_user.events
.joins(:orders)
.where(orders: { status: ['paid', 'completed'] })
.sum('orders.total_amount_cents') / 100.0
# Monthly revenue trend (6 months)
@monthly_revenue = (0..5).map do |months_ago|
start_date = months_ago.months.ago.beginning_of_month
end_date = months_ago.months.ago.end_of_month
revenue = current_user.events
.joins(:orders)
.where(orders: { status: ['paid', 'completed'] })
.where(orders: { created_at: start_date..end_date })
.sum('orders.total_amount_cents') / 100.0
{ month: start_date.strftime("%B %Y"), revenue: revenue }
end.reverse
```
### Security & Authorization
- **Controller Guards**: `before_action :ensure_can_manage_events!`
- **Model-level Checks**: User role validation in models
- **View-level Conditionals**: UI elements only shown to authorized users
- **Route Protection**: Promoter namespace requires authentication
### Performance Optimizations
- **Eager Loading**: `includes(:orders, :tickets)` to prevent N+1 queries
- **Efficient Queries**: Database-level aggregations for metrics
- **Caching Ready**: Structure allows for future caching implementation
- **Paginated Results**: Large datasets handled efficiently
## User Experience Enhancements
### Dashboard Design Philosophy
- **Information Hierarchy**: Most important metrics prominently displayed
- **Progressive Disclosure**: Detailed information available on demand
- **Action-Oriented**: Quick access to common tasks
- **Responsive First**: Mobile-friendly from the ground up
### Visual Design Elements
- **Color Coding**: Consistent color schemes for different data types
- **Iconography**: Lucide icons for clear visual communication
- **Status Indicators**: Immediate visual feedback on event states
- **Gradient Cards**: Attractive metric display with brand consistency
### Navigation Improvements
- **Contextual Links**: Navigation adapts based on user type
- **Breadcrumbs**: Clear navigation path for complex workflows
- **Quick Actions**: Common tasks accessible from multiple locations
## Future Enhancement Opportunities
### Analytics Expansion
1. **Customer Analytics**: Buyer demographics and behavior
2. **Event Performance**: Attendance rates and conversion metrics
3. **Comparative Analysis**: Event-to-event performance comparison
4. **Seasonal Trends**: Year-over-year growth tracking
### Feature Additions
1. **Bulk Operations**: Mass edit/publish multiple events
2. **Templates**: Reusable event templates for recurring events
3. **Automated Marketing**: Integration with email marketing tools
4. **Advanced Reporting**: PDF export of financial reports
### Technical Improvements
1. **Real-time Updates**: WebSocket integration for live metrics
2. **Export Functionality**: CSV/Excel export of data
3. **API Endpoints**: RESTful API for mobile app integration
4. **Advanced Caching**: Redis caching for improved performance
### Business Intelligence
1. **Predictive Analytics**: Revenue forecasting
2. **Customer Segmentation**: Audience analysis tools
3. **Market Analysis**: Industry benchmarking
4. **ROI Tracking**: Event profitability analysis
## Testing Recommendations
### Unit Tests
- User role methods validation
- Revenue calculation accuracy
- Event state transitions
- Authorization checks
### Integration Tests
- Dashboard data loading
- Event creation workflow
- Publishing process
- Navigation conditional display
### User Acceptance Testing
- Promoter onboarding flow
- Event management efficiency
- Dashboard usability
- Mobile responsiveness
## Deployment Considerations
### Database Migrations
- Ensure `is_professionnal` field exists and is properly indexed
- Verify foreign key constraints on events→users relationship
- Check order status values match expected enum values
### Feature Flags
Consider implementing feature flags for gradual rollout:
- Dashboard sections can be enabled incrementally
- A/B testing for different dashboard layouts
- Progressive enhancement of analytics features
### Performance Monitoring
- Monitor dashboard load times
- Track query performance for revenue calculations
- Set up alerts for slow promoter page loads
## Conclusion
The promoter system provides a solid foundation for professional event management within AperoNight. The implementation focuses on:
- **User-Centric Design**: Intuitive workflows that match promoter needs
- **Performance**: Efficient queries and responsive design
- **Scalability**: Architecture that can grow with business needs
- **Security**: Proper authorization and data protection
This system transforms AperoNight from a simple event listing platform into a comprehensive event management solution for professional organizers, providing the tools they need to grow their business and serve their customers effectively.