Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { and, eq, count } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { clients, clientContacts } from '@/lib/db/schema/clients';
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import { interests } from '@/lib/db/schema/interests';
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2026-03-26 12:06:18 +01:00
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import { documents, files } from '@/lib/db/schema/documents';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { invoices } from '@/lib/db/schema/financial';
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import { berths } from '@/lib/db/schema/berths';
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import { ports } from '@/lib/db/schema/ports';
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import { createPortalToken } from '@/lib/portal/auth';
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import { sendEmail } from '@/lib/email';
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import { getPresignedUrl } from '@/lib/minio';
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import { env } from '@/lib/env';
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import { logger } from '@/lib/logger';
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// ─── Magic Link ────────────────────────────────────────────────────────────────
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/**
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* Requests a magic link for portal access.
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* Always returns success — never reveals whether an email exists in the system.
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*/
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export async function requestMagicLink(email: string): Promise<void> {
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const normalizedEmail = email.toLowerCase().trim();
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// Find client contact with matching email
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const contact = await db.query.clientContacts.findFirst({
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where: and(
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eq(clientContacts.channel, 'email'),
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eq(clientContacts.value, normalizedEmail),
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),
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with: {
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client: true,
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},
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});
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if (!contact || !contact.client) {
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// Don't reveal that the email doesn't exist — silently return
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logger.debug({ email: normalizedEmail }, 'Portal magic link: no matching client contact');
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return;
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}
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const client = contact.client;
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// Build the JWT
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const token = await createPortalToken({
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clientId: client.id,
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portId: client.portId,
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email: normalizedEmail,
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});
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const magicLinkUrl = `${env.APP_URL}/verify?token=${encodeURIComponent(token)}`;
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// Fetch port name for the email
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const port = await db.query.ports.findFirst({
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where: eq(ports.id, client.portId),
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});
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const portName = port?.name ?? 'Port Nimara';
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const clientName = client.fullName;
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const html = `
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<!DOCTYPE html>
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<html>
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<head>
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<meta charset="utf-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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</head>
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<body style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; background: #f5f5f5; padding: 40px 0; margin: 0;">
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<div style="max-width: 480px; margin: 0 auto; background: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.08);">
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<div style="background: #1e2844; padding: 32px 40px; text-align: center;">
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<h1 style="color: #ffffff; margin: 0; font-size: 22px; font-weight: 600;">${portName}</h1>
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<p style="color: #9ca3af; margin: 6px 0 0; font-size: 14px;">Client Portal</p>
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</div>
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<div style="padding: 40px;">
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<p style="color: #374151; font-size: 16px; margin: 0 0 8px;">Hello, ${clientName}</p>
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<p style="color: #6b7280; font-size: 15px; margin: 0 0 32px; line-height: 1.6;">
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You requested access to your client portal. Click the button below to sign in. This link expires in 24 hours.
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</p>
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<div style="text-align: center; margin: 0 0 32px;">
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<a href="${magicLinkUrl}" style="display: inline-block; background: #1e2844; color: #ffffff; text-decoration: none; padding: 14px 32px; border-radius: 6px; font-size: 15px; font-weight: 500;">
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Access My Portal
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</a>
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</div>
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<p style="color: #9ca3af; font-size: 13px; margin: 0; line-height: 1.6;">
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If you didn't request this, you can safely ignore this email. If you're having trouble with the button above, copy and paste this URL into your browser:
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<br><br>
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<span style="color: #6b7280; word-break: break-all;">${magicLinkUrl}</span>
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</p>
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</div>
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<div style="background: #f9fafb; padding: 20px 40px; text-align: center; border-top: 1px solid #e5e7eb;">
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<p style="color: #9ca3af; font-size: 12px; margin: 0;">© ${new Date().getFullYear()} ${portName}. All rights reserved.</p>
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</div>
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</div>
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</body>
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</html>
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`;
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await sendEmail(
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normalizedEmail,
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`Your ${portName} portal access link`,
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html,
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);
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logger.info({ clientId: client.id, portId: client.portId }, 'Portal magic link sent');
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}
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// ─── Dashboard ────────────────────────────────────────────────────────────────
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export interface PortalDashboard {
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client: {
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id: string;
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fullName: string;
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companyName: string | null;
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yachtName: string | null;
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};
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port: {
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name: string;
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logoUrl: string | null;
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};
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counts: {
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interests: number;
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documents: number;
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invoices: number;
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};
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}
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export async function getPortalDashboard(
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clientId: string,
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portId: string,
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): Promise<PortalDashboard | null> {
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const [client, port, interestCount, documentCount] = await Promise.all([
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db.query.clients.findFirst({
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where: and(eq(clients.id, clientId), eq(clients.portId, portId)),
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with: { contacts: true },
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}),
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db.query.ports.findFirst({
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where: eq(ports.id, portId),
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}),
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db
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.select({ value: count() })
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.from(interests)
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.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId))),
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db
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.select({ value: count() })
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.from(documents)
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.where(and(eq(documents.clientId, clientId), eq(documents.portId, portId))),
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]);
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if (!client || !port) return null;
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// Count invoices matched by client's billing email addresses
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const emailContacts = (client.contacts ?? [])
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.filter((c) => c.channel === 'email')
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.map((c) => c.value.toLowerCase());
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let invoiceCount = 0;
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if (emailContacts.length > 0) {
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const allPortInvoices = await db
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.select({ billingEmail: invoices.billingEmail })
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.from(invoices)
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.where(eq(invoices.portId, portId));
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invoiceCount = allPortInvoices.filter(
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(inv) => inv.billingEmail && emailContacts.includes(inv.billingEmail.toLowerCase()),
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).length;
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}
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return {
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client: {
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id: client.id,
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fullName: client.fullName,
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companyName: client.companyName ?? null,
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yachtName: client.yachtName ?? null,
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},
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port: {
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name: port.name,
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logoUrl: port.logoUrl ?? null,
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},
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counts: {
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interests: interestCount[0]?.value ?? 0,
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documents: documentCount[0]?.value ?? 0,
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invoices: invoiceCount,
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},
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};
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}
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// ─── Interests ────────────────────────────────────────────────────────────────
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export interface PortalInterest {
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id: string;
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pipelineStage: string;
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leadCategory: string | null;
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berthMooringNumber: string | null;
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berthArea: string | null;
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eoiStatus: string | null;
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contractStatus: string | null;
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dateFirstContact: Date | null;
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createdAt: Date;
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}
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export async function getClientInterests(
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clientId: string,
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portId: string,
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): Promise<PortalInterest[]> {
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const rows = await db
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.select({
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id: interests.id,
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pipelineStage: interests.pipelineStage,
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leadCategory: interests.leadCategory,
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berthId: interests.berthId,
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eoiStatus: interests.eoiStatus,
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contractStatus: interests.contractStatus,
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dateFirstContact: interests.dateFirstContact,
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createdAt: interests.createdAt,
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})
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.from(interests)
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.where(
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and(
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eq(interests.clientId, clientId),
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eq(interests.portId, portId),
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),
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)
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.orderBy(interests.createdAt);
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// Fetch berth details for interests that have a berth
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const berthIds = rows.flatMap((r) => (r.berthId ? [r.berthId] : []));
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const berthMap = new Map<string, { mooringNumber: string; area: string | null }>();
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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, area: berths.area })
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.from(berths)
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.where(eq(berths.portId, portId));
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for (const b of berthRows) {
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berthMap.set(b.id, { mooringNumber: b.mooringNumber, area: b.area });
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}
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}
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return rows.map((r) => ({
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id: r.id,
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pipelineStage: r.pipelineStage,
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leadCategory: r.leadCategory,
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berthMooringNumber: r.berthId ? (berthMap.get(r.berthId)?.mooringNumber ?? null) : null,
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berthArea: r.berthId ? (berthMap.get(r.berthId)?.area ?? null) : null,
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eoiStatus: r.eoiStatus,
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contractStatus: r.contractStatus,
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dateFirstContact: r.dateFirstContact,
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createdAt: r.createdAt,
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}));
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}
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// ─── Documents ────────────────────────────────────────────────────────────────
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export interface PortalDocument {
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id: string;
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documentType: string;
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title: string;
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status: string;
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isManualUpload: boolean;
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hasSignedFile: boolean;
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signers: Array<{
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signerName: string;
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signerEmail: string;
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signerRole: string;
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status: string;
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}>;
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createdAt: Date;
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}
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export async function getClientDocuments(
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clientId: string,
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portId: string,
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): Promise<PortalDocument[]> {
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const rows = await db.query.documents.findMany({
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where: and(
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eq(documents.clientId, clientId),
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eq(documents.portId, portId),
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),
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with: {
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signers: true,
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},
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orderBy: (docs, { desc }) => [desc(docs.createdAt)],
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});
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return rows.map((doc) => ({
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id: doc.id,
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documentType: doc.documentType,
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title: doc.title,
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status: doc.status,
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isManualUpload: doc.isManualUpload,
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hasSignedFile: doc.signedFileId != null,
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signers: (doc.signers ?? []).map((s) => ({
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signerName: s.signerName,
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signerEmail: s.signerEmail,
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signerRole: s.signerRole,
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status: s.status,
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})),
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createdAt: doc.createdAt,
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}));
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}
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// ─── Invoices ─────────────────────────────────────────────────────────────────
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export interface PortalInvoice {
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id: string;
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invoiceNumber: string;
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status: string;
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currency: string;
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total: string;
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dueDate: string;
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paymentStatus: string | null;
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paymentDate: string | null;
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createdAt: Date;
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}
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export async function getClientInvoices(
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|
clientId: string,
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|
portId: string,
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|
): Promise<PortalInvoice[]> {
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|
// Look up the client to get billing email for invoice matching
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|
const client = await db.query.clients.findFirst({
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where: and(eq(clients.id, clientId), eq(clients.portId, portId)),
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with: {
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|
contacts: true,
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},
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});
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if (!client) return [];
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|
// Get client's email addresses to match against billingEmail
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|
const emailContacts = (client.contacts ?? [])
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.filter((c) => c.channel === 'email')
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.map((c) => c.value.toLowerCase());
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|
|
if (emailContacts.length === 0) return [];
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|
|
// Fetch invoices matching any of the client's email addresses
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|
|
const allInvoices = await db
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|
|
|
.select()
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|
|
|
.from(invoices)
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|
|
.where(eq(invoices.portId, portId))
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|
|
.orderBy(invoices.createdAt);
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|
|
const clientInvoices = allInvoices.filter(
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|
|
(inv) =>
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|
inv.billingEmail && emailContacts.includes(inv.billingEmail.toLowerCase()),
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|
);
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|
|
return clientInvoices.map((inv) => ({
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|
|
id: inv.id,
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|
|
invoiceNumber: inv.invoiceNumber,
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|
|
status: inv.status,
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|
|
currency: inv.currency,
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|
|
total: inv.total,
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|
|
|
dueDate: inv.dueDate,
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|
|
|
paymentStatus: inv.paymentStatus ?? null,
|
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|
|
|
paymentDate: inv.paymentDate ?? null,
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|
|
|
createdAt: inv.createdAt,
|
|
|
|
|
}));
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Document Download ────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function getDocumentDownloadUrl(
|
|
|
|
|
clientId: string,
|
|
|
|
|
documentId: string,
|
|
|
|
|
portId: string,
|
|
|
|
|
): Promise<string | null> {
|
|
|
|
|
const doc = await db.query.documents.findFirst({
|
|
|
|
|
where: and(
|
|
|
|
|
eq(documents.id, documentId),
|
|
|
|
|
eq(documents.clientId, clientId),
|
|
|
|
|
eq(documents.portId, portId),
|
|
|
|
|
),
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (!doc) return null;
|
|
|
|
|
|
|
|
|
|
// Prefer signed file, fall back to original file
|
|
|
|
|
const fileId = doc.signedFileId ?? doc.fileId;
|
|
|
|
|
if (!fileId) return null;
|
|
|
|
|
|
|
|
|
|
const file = await db.query.files.findFirst({
|
|
|
|
|
where: eq(files.id, fileId),
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (!file) return null;
|
|
|
|
|
|
|
|
|
|
return getPresignedUrl(file.storagePath);
|
|
|
|
|
}
|
