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

8.6 KiB

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:

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:

# 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.