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pn-new-crm/src/app/api/v1/interests/[id]/eoi-context/route.ts

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feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { NextResponse } from 'next/server';
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
import { and, desc, eq } from 'drizzle-orm';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { withAuth, withPermission } from '@/lib/api/helpers';
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work Phase 3 — EOI overrides (now ☑): - Address override field with the same per-component input UX as the canonical address form (line1/line2/city/state/postal + ISO subdivision + CountryCombobox). Two-checkbox intent semantics identical to email/phone — useOnlyForThisEoi writes only to documents.override_client_address_* columns; setAsDefault promotes to the canonical client_addresses primary inside the override transaction; neither flag inserts a non-primary address row for future reuse. eoi-context route now returns available.addresses so the dialog can render the picker over existing rows. - yachts.source_document_id backfill — yachts spawned via EOI run BEFORE generateAndSign creates the document row, so source_document_id stayed NULL. Mirrored the bounded-recent backfill pattern from contacts into persistDocumentOverrides for both client_addresses and yachts (every row inserted in the last 60s with NULL source_document_id and the right source flag gets attributed). - Audit-log filter chips for the new verbs — eoi_field_override, promote_to_primary, eoi_spawn_yacht now appear in /admin/audit dropdown + get human labels in the card view. Phase 4 — reminders inline section (now ☑): - New <RemindersInline> shared component shows the 3-5 most recent open reminders for an entity. Mounted on Overview tab of yacht / client / interest detail. Empty state hints at the header button rather than duplicating it. Phase 5 — email tone (now ☑ across all 8 templates): - admin-email-change, crm-invite, inquiry-sales-notification, residential-inquiry — voice + sign-off match the 4 shipped earlier ("Dear X", "With warm regards, The {portName} Team", sentence-case subjects). Snapshot tests deferred — they'd need a 2nd-port fixture set up to catch port-name leaks; templates are correct in review. Phase 7 — PDF editor (now ☑): - 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes" badge), ResizeObserver-driven responsive PDF width, required-tokens- unplaced indicator reading template.mergeFields. - 7.2 drag-to-move with on-page clamping. - 7.2 four-corner resize handles with min-size enforcement. - 7.2 right-click context delete via onContextMenu. - 7.2 multi-page navigation + per-page marker filter. - 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview runs the in-app pdf-lib fill against the supplied interest, uploads to a transient previews/ key, returns a 15-min presigned URL. - 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf takes multipart FormData, magic-byte verifies %PDF-, parses page count via pdf-lib, swaps documentTemplates.sourceFileId. Editor warns when the new page count truncates the prior set. Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
import { clientAddresses, clientContacts } from '@/lib/db/schema/clients';
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
import { errorResponse, NotFoundError } from '@/lib/errors';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { buildEoiContext } from '@/lib/services/eoi-context';
/**
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
* Returns the resolved `EoiContext` for the given interest. Drives the
* EOI generate dialog's pre-flight preview so a sales rep can see (and
* correct) every value before sending the document for signing.
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
*
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
* Augments the core context with `available.emails` / `available.phones`
* every non-deleted client_contacts row for the linked client. The
* dialog renders these as combobox options so the rep can pick a
* secondary contact for this EOI (Phase 3b).
*
* No mutation; pure read.
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
*/
export const GET = withAuth(
withPermission('interests', 'view', async (_req, ctx, params) => {
try {
const context = await buildEoiContext(params.id!, ctx.portId);
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
// Resolve the linked client to fetch every contact row. The core
// context only carries the single "primary" value; the dialog needs
// the full set to render the combobox.
const interest = await db.query.interests.findFirst({
where: and(eq(interests.id, params.id!), eq(interests.portId, ctx.portId)),
});
if (!interest) throw new NotFoundError('Interest');
const contactRows = await db
.select({
id: clientContacts.id,
channel: clientContacts.channel,
value: clientContacts.value,
isPrimary: clientContacts.isPrimary,
source: clientContacts.source,
})
.from(clientContacts)
.where(eq(clientContacts.clientId, interest.clientId))
.orderBy(desc(clientContacts.isPrimary), desc(clientContacts.updatedAt));
feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work Phase 3 — EOI overrides (now ☑): - Address override field with the same per-component input UX as the canonical address form (line1/line2/city/state/postal + ISO subdivision + CountryCombobox). Two-checkbox intent semantics identical to email/phone — useOnlyForThisEoi writes only to documents.override_client_address_* columns; setAsDefault promotes to the canonical client_addresses primary inside the override transaction; neither flag inserts a non-primary address row for future reuse. eoi-context route now returns available.addresses so the dialog can render the picker over existing rows. - yachts.source_document_id backfill — yachts spawned via EOI run BEFORE generateAndSign creates the document row, so source_document_id stayed NULL. Mirrored the bounded-recent backfill pattern from contacts into persistDocumentOverrides for both client_addresses and yachts (every row inserted in the last 60s with NULL source_document_id and the right source flag gets attributed). - Audit-log filter chips for the new verbs — eoi_field_override, promote_to_primary, eoi_spawn_yacht now appear in /admin/audit dropdown + get human labels in the card view. Phase 4 — reminders inline section (now ☑): - New <RemindersInline> shared component shows the 3-5 most recent open reminders for an entity. Mounted on Overview tab of yacht / client / interest detail. Empty state hints at the header button rather than duplicating it. Phase 5 — email tone (now ☑ across all 8 templates): - admin-email-change, crm-invite, inquiry-sales-notification, residential-inquiry — voice + sign-off match the 4 shipped earlier ("Dear X", "With warm regards, The {portName} Team", sentence-case subjects). Snapshot tests deferred — they'd need a 2nd-port fixture set up to catch port-name leaks; templates are correct in review. Phase 7 — PDF editor (now ☑): - 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes" badge), ResizeObserver-driven responsive PDF width, required-tokens- unplaced indicator reading template.mergeFields. - 7.2 drag-to-move with on-page clamping. - 7.2 four-corner resize handles with min-size enforcement. - 7.2 right-click context delete via onContextMenu. - 7.2 multi-page navigation + per-page marker filter. - 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview runs the in-app pdf-lib fill against the supplied interest, uploads to a transient previews/ key, returns a 15-min presigned URL. - 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf takes multipart FormData, magic-byte verifies %PDF-, parses page count via pdf-lib, swaps documentTemplates.sourceFileId. Editor warns when the new page count truncates the prior set. Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
const addressRows = await db
.select({
id: clientAddresses.id,
streetAddress: clientAddresses.streetAddress,
city: clientAddresses.city,
subdivisionIso: clientAddresses.subdivisionIso,
postalCode: clientAddresses.postalCode,
countryIso: clientAddresses.countryIso,
isPrimary: clientAddresses.isPrimary,
source: clientAddresses.source,
})
.from(clientAddresses)
.where(eq(clientAddresses.clientId, interest.clientId))
.orderBy(desc(clientAddresses.isPrimary), desc(clientAddresses.updatedAt));
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
const available = {
emails: contactRows
.filter((c) => c.channel === 'email')
.map((c) => ({ id: c.id, value: c.value, isPrimary: c.isPrimary, source: c.source })),
phones: contactRows
.filter((c) => c.channel === 'phone' || c.channel === 'whatsapp')
.map((c) => ({
id: c.id,
value: c.value,
isPrimary: c.isPrimary,
channel: c.channel,
source: c.source,
})),
feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work Phase 3 — EOI overrides (now ☑): - Address override field with the same per-component input UX as the canonical address form (line1/line2/city/state/postal + ISO subdivision + CountryCombobox). Two-checkbox intent semantics identical to email/phone — useOnlyForThisEoi writes only to documents.override_client_address_* columns; setAsDefault promotes to the canonical client_addresses primary inside the override transaction; neither flag inserts a non-primary address row for future reuse. eoi-context route now returns available.addresses so the dialog can render the picker over existing rows. - yachts.source_document_id backfill — yachts spawned via EOI run BEFORE generateAndSign creates the document row, so source_document_id stayed NULL. Mirrored the bounded-recent backfill pattern from contacts into persistDocumentOverrides for both client_addresses and yachts (every row inserted in the last 60s with NULL source_document_id and the right source flag gets attributed). - Audit-log filter chips for the new verbs — eoi_field_override, promote_to_primary, eoi_spawn_yacht now appear in /admin/audit dropdown + get human labels in the card view. Phase 4 — reminders inline section (now ☑): - New <RemindersInline> shared component shows the 3-5 most recent open reminders for an entity. Mounted on Overview tab of yacht / client / interest detail. Empty state hints at the header button rather than duplicating it. Phase 5 — email tone (now ☑ across all 8 templates): - admin-email-change, crm-invite, inquiry-sales-notification, residential-inquiry — voice + sign-off match the 4 shipped earlier ("Dear X", "With warm regards, The {portName} Team", sentence-case subjects). Snapshot tests deferred — they'd need a 2nd-port fixture set up to catch port-name leaks; templates are correct in review. Phase 7 — PDF editor (now ☑): - 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes" badge), ResizeObserver-driven responsive PDF width, required-tokens- unplaced indicator reading template.mergeFields. - 7.2 drag-to-move with on-page clamping. - 7.2 four-corner resize handles with min-size enforcement. - 7.2 right-click context delete via onContextMenu. - 7.2 multi-page navigation + per-page marker filter. - 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview runs the in-app pdf-lib fill against the supplied interest, uploads to a transient previews/ key, returns a 15-min presigned URL. - 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf takes multipart FormData, magic-byte verifies %PDF-, parses page count via pdf-lib, swaps documentTemplates.sourceFileId. Editor warns when the new page count truncates the prior set. Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
addresses: addressRows,
feat(post-audit): Phase 3 EOI overrides + 3c spawn + 3d promote + Phase 4 worker Phase 3b — EOI dialog field overrides: - New EoiOverridesInput shape (clientEmail / clientPhone / yachtName) threaded through generate-and-sign validator + both pathways (in-app pdf-lib fill, Documenso template generate). - src/lib/services/eoi-overrides.service.ts applies side-effects in one transaction: useOnlyForThisEoi writes documents.override_* and stops; setAsDefault demotes the prior primary + promotes (existing contactId) or inserts + promotes (fresh value); neither flag inserts a non-primary client_contacts row for future dropdown reuse. - Document override columns persisted post-insert, with a 1-minute source_document_id backfill on freshly inserted contact rows. - eoi-context route returns available.{emails, phones} so the dialog can render combobox options. - <OverridableContactField> in eoi-generate-dialog.tsx renders the combobox + manual input + 2 checkboxes per field with mutually exclusive intent semantics. Phase 3c — yacht spawn from EOI dialog: - YachtForm gains createExtras + onCreated callbacks; the EOI dialog opens it as a nested Sheet pre-filled with the linked client as owner. On save the new yacht is stamped source='eoi-generated' and the interest is PATCHed with the new yachtId so the EOI context reflows. Phase 3d — promote-to-primary + audit + [EOI] badge: - POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary (transactional demote+promote via promoteContactToPrimary). - src/lib/audit.ts AuditAction type adds eoi_field_override, promote_to_primary, eoi_spawn_yacht (DB column is free-text). - ContactsEditor surfaces an [EOI] badge on non-primary rows where source='eoi-custom-input'. Phase 4 — worker + TOD picker: - processOverdueReminders refactored to UPDATE...RETURNING with a fired_at IS NULL gate so parallel workers can't double-fire. Uses the idx_reminders_due_unfired partial index from migration 0072. - /settings gets a "Default reminder time" time-of-day picker; the value lands in user_profiles.preferences.digestTimeOfDay (validated HH:MM at the route). <ReminderForm> seeds its dueAt from this preference via a React-Query me-prefs fetch. Phase 6 hardening: - IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste of Google Workspace's 16-char App Password formatted as "abcd efgh ijkl mnop" still authenticates. Workspace activation procedure documented in MASTER-PLAN §Phase 6 (was previously written to CLAUDE.md, which was bloat — moved to the plan). Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:18:03 +02:00
};
return NextResponse.json({ data: { ...context, available } });
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
} catch (error) {
return errorResponse(error);
}
}),
);