Advisor Dashboard

A full-stack application for managing and analyzing financial advisor data. Built with Next.js, Drizzle ORM, and PostgreSQL.

Tech Stack

• Frontend: Next.js 14, React, TypeScript, Tailwind CSS
• Backend: Next.js API Routes
• Database: PostgreSQL, Drizzle ORM
• Dev Tools: Docker

Quick Start

# 1. Install dependencies
npm i

# 2. Start database
docker compose up -d

# 3. Push schema to database
npm run db:push

# 4. Start development server
npm run dev

# 5. Seed database with sample data (in another terminal)
curl -X POST http://localhost:3000/api/seed

App will be running at http://localhost:3000

---

Data Processing

Input Files

Place data files in the /data directory:

File	Description
advisors.json	Advisor records with custodian relationships
accounts.json	Account records with holdings
securities.json	Security reference data

Run Seed Script

  curl -X POST http://localhost:3000/api/seed

The script will:

1. Parse and validate input files
2. Populate database tables
3. Calculate and output statistics:
   • Total value across all accounts
   • Top securities by value (risk exposure)
   • Assets by custodian with advisors ranked

Testing with Different Data

To test with your own data files:

 # Replace sample files
cp your-advisors.json data/advisors.json
cp your-accounts.json data/accounts.json
cp your-securities.json data/securities.json

# Re-run seed
curl -X POST http://localhost:3000/api/seed

---

API Endpoints

Method	Endpoint	Description
GET	/api/stats	Aggregated statistics
GET	/api/advisors	List all advisors
GET	/api/advisors/:id	Advisor detail with accounts
GET	/api/accounts/:id	Account detail with holdings

🧪 Testing API Endpoints

  # Get dashboard stats
curl http://localhost:3000/api/stats | jq

# Response:
# {
#   "data": {
#     "totalValue": 39469.51,
#     "advisorCount": 1,
#     "accountCount": 2
#   }
# }

# Sorting
curl "http://localhost:3000/api/advisors?sortBy=name&order=desc" | jq

---

Scripts

Command	Description
npm run dev	Start development server
npm run build	Build for production
npm run db:push	Push schema to database
npm run generate	Generate migrations
npm run lint	Run ESLint
npm run format	Run Prettier

---

Project Structure

├── data/                    # Input JSON files
│   ├── advisors.json
│   ├── accounts.json
│   └── securities.json
├── src/
│   ├── app/
│   │   ├── api/             # API routes
│   │   ├── libs/            # Shared utilities (API, data, stats)   
│   │   ├── components/      # Reusable building blocks
│   │   ├── shared/          # Common constants/hooks
│   │   └── page.tsx         # Page UI
│   ├── components/          # React components
│   ├── db/
│   │   ├── schema.ts        # Drizzle schema
│   │   ├── schema.types.ts  # Schema types
│   │   └── index.ts         # DB connection
│   ├── lib/                 # Utilities
├── docs/
│   └── PRODUCTION_TODOS.md

---

Documentation

• Production TODOs

---

Environment Variables

Copy .env.example to .env:

  cp .env.example .env

Variable	Description
DATABASE_URL	PostgreSQL connection string

---