592 lines
18 KiB
TypeScript
592 lines
18 KiB
TypeScript
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import { and, eq, inArray, isNull, sql } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { interests, interestTags } from '@/lib/db/schema/interests';
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import { clients } from '@/lib/db/schema/clients';
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import { berths } from '@/lib/db/schema/berths';
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import { tags } from '@/lib/db/schema/system';
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import { createAuditLog } from '@/lib/audit';
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import { NotFoundError, ConflictError } from '@/lib/errors';
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import { emitToRoom } from '@/lib/socket/server';
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import { buildListQuery } from '@/lib/db/query-builder';
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import { diffEntity } from '@/lib/entity-diff';
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import { softDelete, restore, withTransaction } from '@/lib/db/utils';
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import type {
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CreateInterestInput,
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UpdateInterestInput,
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ChangeStageInput,
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ListInterestsInput,
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} from '@/lib/validators/interests';
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// ─── Types ────────────────────────────────────────────────────────────────────
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interface AuditMeta {
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userId: string;
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portId: string;
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ipAddress: string;
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userAgent: string;
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}
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// ─── BR-011: Auto-promote leadCategory ───────────────────────────────────────
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async function resolveLeadCategory(
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clientId: string,
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leadCategory: string | undefined | null,
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): Promise<string | undefined> {
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if (leadCategory && leadCategory !== 'general_interest') {
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return leadCategory;
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}
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (client && (client.yachtLengthFt || client.yachtLengthM)) {
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return 'specific_qualified';
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}
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return leadCategory ?? undefined;
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}
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// ─── List ─────────────────────────────────────────────────────────────────────
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export async function listInterests(portId: string, query: ListInterestsInput) {
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const {
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page,
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limit,
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sort,
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order,
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search,
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includeArchived,
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clientId,
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berthId,
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pipelineStage,
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leadCategory,
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eoiStatus,
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tagIds,
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} = query;
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const filters = [];
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if (clientId) {
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filters.push(eq(interests.clientId, clientId));
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}
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if (berthId) {
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filters.push(eq(interests.berthId, berthId));
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}
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if (pipelineStage && pipelineStage.length > 0) {
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filters.push(inArray(interests.pipelineStage, pipelineStage));
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}
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if (leadCategory) {
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filters.push(eq(interests.leadCategory, leadCategory));
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}
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if (eoiStatus) {
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filters.push(eq(interests.eoiStatus, eoiStatus));
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}
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if (tagIds && tagIds.length > 0) {
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const interestsWithTags = await db
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.selectDistinct({ interestId: interestTags.interestId })
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.from(interestTags)
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.where(inArray(interestTags.tagId, tagIds));
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const matchingIds = interestsWithTags.map((r) => r.interestId);
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if (matchingIds.length > 0) {
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filters.push(inArray(interests.id, matchingIds));
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} else {
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return { data: [], total: 0 };
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}
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}
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const sortColumn = (() => {
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switch (sort) {
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case 'pipelineStage': return interests.pipelineStage;
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case 'leadCategory': return interests.leadCategory;
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case 'createdAt': return interests.createdAt;
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default: return interests.updatedAt;
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}
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})();
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const result = await buildListQuery({
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table: interests,
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portIdColumn: interests.portId,
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portId,
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idColumn: interests.id,
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updatedAtColumn: interests.updatedAt,
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filters,
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sort: { column: sortColumn, direction: order },
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page,
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pageSize: limit,
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searchColumns: [],
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searchTerm: search,
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includeArchived,
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archivedAtColumn: interests.archivedAt,
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});
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// Join client names and berth mooring numbers
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const interestIds = (result.data as Array<{ id: string; clientId: string; berthId: string | null }>).map((i) => i.id);
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const clientIds = [...new Set((result.data as Array<{ clientId: string }>).map((i) => i.clientId))];
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const berthIds = [...new Set(
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(result.data as Array<{ berthId: string | null }>)
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.map((i) => i.berthId)
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.filter(Boolean) as string[]
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)];
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let clientsMap: Record<string, string> = {};
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let berthsMap: Record<string, string> = {};
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let tagsByInterestId: Record<string, Array<{ id: string; name: string; color: string }>> = {};
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if (clientIds.length > 0) {
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const clientRows = await db
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.select({ id: clients.id, fullName: clients.fullName })
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.from(clients)
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.where(inArray(clients.id, clientIds));
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clientsMap = Object.fromEntries(clientRows.map((c) => [c.id, c.fullName]));
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}
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if (berthIds.length > 0) {
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const berthRows = await db
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.select({ id: berths.id, mooringNumber: berths.mooringNumber })
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.from(berths)
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.where(inArray(berths.id, berthIds));
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berthsMap = Object.fromEntries(berthRows.map((b) => [b.id, b.mooringNumber]));
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}
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if (interestIds.length > 0) {
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const tagRows = await db
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.select({
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interestId: interestTags.interestId,
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id: tags.id,
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name: tags.name,
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color: tags.color,
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})
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.from(interestTags)
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.innerJoin(tags, eq(interestTags.tagId, tags.id))
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.where(inArray(interestTags.interestId, interestIds));
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for (const row of tagRows) {
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if (!tagsByInterestId[row.interestId]) tagsByInterestId[row.interestId] = [];
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tagsByInterestId[row.interestId]!.push({ id: row.id, name: row.name, color: row.color });
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}
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}
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const data = (result.data as Array<Record<string, unknown>>).map((i) => ({
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...i,
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clientName: clientsMap[i.clientId as string] ?? null,
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berthMooringNumber: i.berthId ? (berthsMap[i.berthId as string] ?? null) : null,
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tags: tagsByInterestId[i.id as string] ?? [],
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}));
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return { data, total: result.total };
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}
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// ─── Get by ID ────────────────────────────────────────────────────────────────
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export async function getInterestById(id: string, portId: string) {
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const interest = await db.query.interests.findFirst({
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where: eq(interests.id, id),
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});
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if (!interest || interest.portId !== portId) {
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throw new NotFoundError('Interest');
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}
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const [clientRow] = await db
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.select({ fullName: clients.fullName })
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.from(clients)
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.where(eq(clients.id, interest.clientId));
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let berthMooringNumber: string | null = null;
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if (interest.berthId) {
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const [berthRow] = await db
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.select({ mooringNumber: berths.mooringNumber })
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.from(berths)
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.where(eq(berths.id, interest.berthId));
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berthMooringNumber = berthRow?.mooringNumber ?? null;
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}
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const tagRows = await db
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.select({ id: tags.id, name: tags.name, color: tags.color })
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.from(interestTags)
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.innerJoin(tags, eq(interestTags.tagId, tags.id))
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.where(eq(interestTags.interestId, id));
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return {
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...interest,
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clientName: clientRow?.fullName ?? null,
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berthMooringNumber,
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tags: tagRows,
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};
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}
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// ─── Create ───────────────────────────────────────────────────────────────────
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export async function createInterest(
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portId: string,
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data: CreateInterestInput,
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meta: AuditMeta,
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) {
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const { tagIds, ...interestData } = data;
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// BR-011: auto-promote leadCategory
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const resolvedLeadCategory = await resolveLeadCategory(
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data.clientId,
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data.leadCategory,
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);
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const result = await withTransaction(async (tx) => {
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const [interest] = await tx
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.insert(interests)
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.values({
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portId,
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...interestData,
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leadCategory: resolvedLeadCategory,
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})
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.returning();
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if (tagIds && tagIds.length > 0) {
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await tx.insert(interestTags).values(
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tagIds.map((tagId) => ({ interestId: interest!.id, tagId })),
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);
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}
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return interest!;
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});
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'create',
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entityType: 'interest',
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entityId: result.id,
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newValue: { clientId: result.clientId, pipelineStage: result.pipelineStage },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'interest:created', { interestId: result.id, clientId: result.clientId, berthId: result.berthId ?? null, source: result.source ?? '' });
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void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
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dispatchWebhookEvent(portId, 'interest:created', { interestId: result.id, clientId: result.clientId }),
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);
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return result;
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}
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// ─── Update ───────────────────────────────────────────────────────────────────
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export async function updateInterest(
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id: string,
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portId: string,
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data: UpdateInterestInput,
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meta: AuditMeta,
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) {
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const existing = await db.query.interests.findFirst({
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where: eq(interests.id, id),
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});
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if (!existing || existing.portId !== portId) {
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throw new NotFoundError('Interest');
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}
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// BR-011: auto-promote leadCategory if provided
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let resolvedLeadCategory = data.leadCategory;
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if ('leadCategory' in data) {
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resolvedLeadCategory = await resolveLeadCategory(
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existing.clientId,
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data.leadCategory,
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) as typeof data.leadCategory;
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}
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const updateData = { ...data, leadCategory: resolvedLeadCategory };
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const { diff } = diffEntity(
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existing as Record<string, unknown>,
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updateData as Record<string, unknown>,
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);
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const [updated] = await db
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.update(interests)
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.set({ ...updateData, updatedAt: new Date() })
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.where(and(eq(interests.id, id), eq(interests.portId, portId)))
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.returning();
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'update',
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entityType: 'interest',
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entityId: id,
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oldValue: diff as Record<string, unknown>,
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newValue: updateData as Record<string, unknown>,
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'interest:updated', { interestId: id, changedFields: Object.keys(diff) });
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return updated!;
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}
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// ─── Change Stage ─────────────────────────────────────────────────────────────
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export async function changeInterestStage(
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id: string,
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portId: string,
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data: ChangeStageInput,
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meta: AuditMeta,
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) {
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const existing = await db.query.interests.findFirst({
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where: eq(interests.id, id),
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});
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if (!existing || existing.portId !== portId) {
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throw new NotFoundError('Interest');
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}
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const oldStage = existing.pipelineStage;
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const [updated] = await db
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.update(interests)
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.set({ pipelineStage: data.pipelineStage, updatedAt: new Date() })
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.where(and(eq(interests.id, id), eq(interests.portId, portId)))
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.returning();
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// BR-133: Auto-populate milestones based on stage
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const milestoneUpdates: Record<string, unknown> = {};
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if (data.pipelineStage === 'signed_eoi_nda') milestoneUpdates.dateEoiSigned = new Date();
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if (data.pipelineStage === 'contract') milestoneUpdates.dateContractSigned = new Date();
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if (data.pipelineStage === 'deposit_10pct') milestoneUpdates.dateDepositReceived = new Date();
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if (Object.keys(milestoneUpdates).length > 0) {
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await db.update(interests).set({ ...milestoneUpdates, updatedAt: new Date() }).where(eq(interests.id, id));
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}
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'update',
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entityType: 'interest',
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entityId: id,
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oldValue: { pipelineStage: oldStage },
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newValue: { pipelineStage: data.pipelineStage, reason: data.reason },
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metadata: { type: 'stage_change', reason: data.reason },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'interest:stageChanged', {
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interestId: id,
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oldStage: oldStage ?? '',
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newStage: data.pipelineStage,
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clientName: '',
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|
|
berthNumber: '',
|
||
|
|
});
|
||
|
|
|
||
|
|
void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
|
||
|
|
dispatchWebhookEvent(portId, 'interest:stageChanged', {
|
||
|
|
interestId: id,
|
||
|
|
oldStage: oldStage ?? null,
|
||
|
|
newStage: data.pipelineStage,
|
||
|
|
}),
|
||
|
|
);
|
||
|
|
|
||
|
|
// Fire-and-forget notification to the acting user
|
||
|
|
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
|
||
|
|
createNotification({
|
||
|
|
portId,
|
||
|
|
userId: meta.userId,
|
||
|
|
type: 'interest_stage_changed',
|
||
|
|
title: `Interest moved to ${data.pipelineStage}`,
|
||
|
|
description: `Interest ${id} stage changed from ${oldStage ?? 'unknown'} to ${data.pipelineStage}`,
|
||
|
|
link: `/interests/${id}`,
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
dedupeKey: `interest:${id}:stage:${data.pipelineStage}`,
|
||
|
|
cooldownMs: 300_000,
|
||
|
|
}),
|
||
|
|
);
|
||
|
|
|
||
|
|
return updated!;
|
||
|
|
}
|
||
|
|
|
||
|
|
// ─── Archive / Restore ────────────────────────────────────────────────────────
|
||
|
|
|
||
|
|
export async function archiveInterest(id: string, portId: string, meta: AuditMeta) {
|
||
|
|
const existing = await db.query.interests.findFirst({
|
||
|
|
where: eq(interests.id, id),
|
||
|
|
});
|
||
|
|
|
||
|
|
if (!existing || existing.portId !== portId) {
|
||
|
|
throw new NotFoundError('Interest');
|
||
|
|
}
|
||
|
|
|
||
|
|
// BR-014: Block archive if pending EOI/contract
|
||
|
|
if (existing.eoiStatus === 'waiting_for_signatures' || existing.contractStatus === 'pending') {
|
||
|
|
throw new ConflictError('Cannot archive interest with pending documents. Cancel documents first.');
|
||
|
|
}
|
||
|
|
|
||
|
|
await softDelete(interests, interests.id, id);
|
||
|
|
|
||
|
|
void createAuditLog({
|
||
|
|
userId: meta.userId,
|
||
|
|
portId,
|
||
|
|
action: 'archive',
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
ipAddress: meta.ipAddress,
|
||
|
|
userAgent: meta.userAgent,
|
||
|
|
});
|
||
|
|
|
||
|
|
emitToRoom(`port:${portId}`, 'interest:archived', { interestId: id });
|
||
|
|
}
|
||
|
|
|
||
|
|
export async function restoreInterest(id: string, portId: string, meta: AuditMeta) {
|
||
|
|
const existing = await db.query.interests.findFirst({
|
||
|
|
where: eq(interests.id, id),
|
||
|
|
});
|
||
|
|
|
||
|
|
if (!existing || existing.portId !== portId) {
|
||
|
|
throw new NotFoundError('Interest');
|
||
|
|
}
|
||
|
|
|
||
|
|
await restore(interests, interests.id, id);
|
||
|
|
|
||
|
|
void createAuditLog({
|
||
|
|
userId: meta.userId,
|
||
|
|
portId,
|
||
|
|
action: 'restore',
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
ipAddress: meta.ipAddress,
|
||
|
|
userAgent: meta.userAgent,
|
||
|
|
});
|
||
|
|
|
||
|
|
emitToRoom(`port:${portId}`, 'interest:updated', { interestId: id, changedFields: [] });
|
||
|
|
}
|
||
|
|
|
||
|
|
// ─── Set Tags ─────────────────────────────────────────────────────────────────
|
||
|
|
|
||
|
|
export async function setInterestTags(
|
||
|
|
id: string,
|
||
|
|
portId: string,
|
||
|
|
tagIds: string[],
|
||
|
|
meta: AuditMeta,
|
||
|
|
) {
|
||
|
|
const existing = await db.query.interests.findFirst({
|
||
|
|
where: eq(interests.id, id),
|
||
|
|
});
|
||
|
|
|
||
|
|
if (!existing || existing.portId !== portId) {
|
||
|
|
throw new NotFoundError('Interest');
|
||
|
|
}
|
||
|
|
|
||
|
|
await db.delete(interestTags).where(eq(interestTags.interestId, id));
|
||
|
|
|
||
|
|
if (tagIds.length > 0) {
|
||
|
|
await db
|
||
|
|
.insert(interestTags)
|
||
|
|
.values(tagIds.map((tagId) => ({ interestId: id, tagId })));
|
||
|
|
}
|
||
|
|
|
||
|
|
void createAuditLog({
|
||
|
|
userId: meta.userId,
|
||
|
|
portId,
|
||
|
|
action: 'update',
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
metadata: { type: 'tags_updated', tagIds },
|
||
|
|
ipAddress: meta.ipAddress,
|
||
|
|
userAgent: meta.userAgent,
|
||
|
|
});
|
||
|
|
|
||
|
|
emitToRoom(`port:${portId}`, 'interest:updated', { interestId: id, changedFields: ['tags'] });
|
||
|
|
|
||
|
|
return { interestId: id, tagIds };
|
||
|
|
}
|
||
|
|
|
||
|
|
// ─── Link / Unlink Berth ──────────────────────────────────────────────────────
|
||
|
|
|
||
|
|
export async function linkBerth(
|
||
|
|
id: string,
|
||
|
|
portId: string,
|
||
|
|
berthId: string,
|
||
|
|
meta: AuditMeta,
|
||
|
|
) {
|
||
|
|
const existing = await db.query.interests.findFirst({
|
||
|
|
where: eq(interests.id, id),
|
||
|
|
});
|
||
|
|
|
||
|
|
if (!existing || existing.portId !== portId) {
|
||
|
|
throw new NotFoundError('Interest');
|
||
|
|
}
|
||
|
|
|
||
|
|
const [updated] = await db
|
||
|
|
.update(interests)
|
||
|
|
.set({ berthId, updatedAt: new Date() })
|
||
|
|
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
|
||
|
|
.returning();
|
||
|
|
|
||
|
|
void createAuditLog({
|
||
|
|
userId: meta.userId,
|
||
|
|
portId,
|
||
|
|
action: 'update',
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
oldValue: { berthId: existing.berthId },
|
||
|
|
newValue: { berthId },
|
||
|
|
metadata: { type: 'berth_linked' },
|
||
|
|
ipAddress: meta.ipAddress,
|
||
|
|
userAgent: meta.userAgent,
|
||
|
|
});
|
||
|
|
|
||
|
|
emitToRoom(`port:${portId}`, 'interest:berthLinked', { interestId: id, berthId });
|
||
|
|
|
||
|
|
void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
|
||
|
|
dispatchWebhookEvent(portId, 'interest:berthLinked', { interestId: id, berthId }),
|
||
|
|
);
|
||
|
|
|
||
|
|
return updated!;
|
||
|
|
}
|
||
|
|
|
||
|
|
export async function unlinkBerth(id: string, portId: string, meta: AuditMeta) {
|
||
|
|
const existing = await db.query.interests.findFirst({
|
||
|
|
where: eq(interests.id, id),
|
||
|
|
});
|
||
|
|
|
||
|
|
if (!existing || existing.portId !== portId) {
|
||
|
|
throw new NotFoundError('Interest');
|
||
|
|
}
|
||
|
|
|
||
|
|
const oldBerthId = existing.berthId;
|
||
|
|
|
||
|
|
const [updated] = await db
|
||
|
|
.update(interests)
|
||
|
|
.set({ berthId: null, updatedAt: new Date() })
|
||
|
|
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
|
||
|
|
.returning();
|
||
|
|
|
||
|
|
void createAuditLog({
|
||
|
|
userId: meta.userId,
|
||
|
|
portId,
|
||
|
|
action: 'update',
|
||
|
|
entityType: 'interest',
|
||
|
|
entityId: id,
|
||
|
|
oldValue: { berthId: oldBerthId },
|
||
|
|
newValue: { berthId: null },
|
||
|
|
metadata: { type: 'berth_unlinked' },
|
||
|
|
ipAddress: meta.ipAddress,
|
||
|
|
userAgent: meta.userAgent,
|
||
|
|
});
|
||
|
|
|
||
|
|
emitToRoom(`port:${portId}`, 'interest:berthUnlinked', { interestId: id, berthId: oldBerthId ?? '' });
|
||
|
|
|
||
|
|
return updated!;
|
||
|
|
}
|
||
|
|
|
||
|
|
// ─── Stage Counts (for board) ────────────────────────────────────────────────
|
||
|
|
|
||
|
|
export async function getInterestStageCounts(portId: string) {
|
||
|
|
const rows = await db.select({ stage: interests.pipelineStage, count: sql<number>`count(*)::int` })
|
||
|
|
.from(interests)
|
||
|
|
.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)))
|
||
|
|
.groupBy(interests.pipelineStage);
|
||
|
|
return Object.fromEntries(rows.map(r => [r.stage, r.count]));
|
||
|
|
}
|