diff --git a/src/components/clients/client-card.tsx b/src/components/clients/client-card.tsx index ee391b4..8e26bb9 100644 --- a/src/components/clients/client-card.tsx +++ b/src/components/clients/client-card.tsx @@ -35,7 +35,8 @@ interface ClientCardProps { } export function ClientCard({ client, portSlug, onEdit, onArchive }: ClientCardProps) { - const primary = client.contacts?.find((c) => c.isPrimary); + // Card display: prefer email, fall back to phone. + const primaryContactValue = client.primaryEmail ?? client.primaryPhone ?? null; const nationality = client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null; const sourceLabel = client.source ? (SOURCE_LABELS[client.source] ?? client.source) : null; const tags = client.tags ?? []; @@ -93,8 +94,8 @@ export function ClientCard({ client, portSlug, onEdit, onArchive }: ClientCardPr - {primary ? ( -

{primary.value}

+ {primaryContactValue ? ( +

{primaryContactValue}

) : null} {meta.length > 0 ? ( diff --git a/src/components/clients/client-columns.tsx b/src/components/clients/client-columns.tsx index bb6aee6..bcd57f8 100644 --- a/src/components/clients/client-columns.tsx +++ b/src/components/clients/client-columns.tsx @@ -13,7 +13,6 @@ import { DropdownMenuTrigger, } from '@/components/ui/dropdown-menu'; import { Badge } from '@/components/ui/badge'; -import { TagBadge } from '@/components/shared/tag-badge'; import { getCountryName } from '@/lib/i18n/countries'; export interface ClientRow { @@ -23,14 +22,27 @@ export interface ClientRow { source: string | null; archivedAt: string | null; createdAt: string; + primaryEmail?: string | null; + primaryPhone?: string | null; yachtCount?: number; companyCount?: number; interestCount?: number; latestInterest?: { stage: string; mooringNumber: string | null } | null; - contacts?: Array<{ channel: string; value: string; isPrimary: boolean }>; tags?: Array<{ id: string; name: string; color: string }>; } +const STAGE_LABELS: Record = { + open: 'Open', + qualified: 'Qualified', + eoi_sent: 'EOI sent', + eoi_signed: 'EOI signed', + deposit: 'Deposit', + contract: 'Contract', + signed: 'Signed', + closed_won: 'Won', + closed_lost: 'Lost', +}; + const SOURCE_LABELS: Record = { website: 'Website', manual: 'Manual', @@ -65,24 +77,29 @@ export function getClientColumns({ ), }, { - id: 'primaryContact', - header: 'Primary Contact', + id: 'email', + header: 'Email', enableSorting: false, cell: ({ row }) => { - const primary = row.original.contacts?.find((c) => c.isPrimary); - if (!primary) return -; - return ( - - {primary.channel}: - {primary.value} - - ); + const value = row.original.primaryEmail; + if (!value) return -; + return {value}; }, }, { - id: 'nationality', + id: 'phone', + header: 'Phone', + enableSorting: false, + cell: ({ row }) => { + const value = row.original.primaryPhone; + if (!value) return -; + return {value}; + }, + }, + { + id: 'country', accessorKey: 'nationalityIso', - header: 'Nationality', + header: 'Country', cell: ({ getValue }) => { const iso = getValue() as string | null; return ( @@ -105,51 +122,20 @@ export function getClientColumns({ }, }, { - id: 'yachtCount', - header: 'Yachts', + id: 'latestStage', + header: 'Latest stage', enableSorting: false, cell: ({ row }) => { - const c = row.original.yachtCount ?? 0; - return c === 0 ? ( - - - ) : ( - - {c} - - ); - }, - }, - { - id: 'companyCount', - header: 'Companies', - enableSorting: false, - cell: ({ row }) => { - const c = row.original.companyCount ?? 0; - return c === 0 ? ( - - - ) : ( - - {c} - - ); - }, - }, - { - id: 'tags', - header: 'Tags', - enableSorting: false, - cell: ({ row }) => { - const clientTags = row.original.tags ?? []; - if (clientTags.length === 0) return -; + const latest = row.original.latestInterest; + if (!latest) return -; + const stageLabel = STAGE_LABELS[latest.stage] ?? latest.stage; return ( -
- {clientTags.slice(0, 3).map((tag) => ( - - ))} - {clientTags.length > 3 && ( - - +{clientTags.length - 3} - +
+ + {stageLabel} + + {latest.mooringNumber && ( + {latest.mooringNumber} )}
); diff --git a/src/lib/db/migrations/0026_client_contacts_one_primary_per_channel.sql b/src/lib/db/migrations/0026_client_contacts_one_primary_per_channel.sql new file mode 100644 index 0000000..e2ba001 --- /dev/null +++ b/src/lib/db/migrations/0026_client_contacts_one_primary_per_channel.sql @@ -0,0 +1 @@ +CREATE UNIQUE INDEX "idx_cc_one_primary_per_channel" ON "client_contacts" USING btree ("client_id","channel") WHERE "client_contacts"."is_primary" = true; \ No newline at end of file diff --git a/src/lib/db/migrations/0027_backfill_nationality_iso_from_phone.sql b/src/lib/db/migrations/0027_backfill_nationality_iso_from_phone.sql new file mode 100644 index 0000000..40eb7cf --- /dev/null +++ b/src/lib/db/migrations/0027_backfill_nationality_iso_from_phone.sql @@ -0,0 +1,24 @@ +-- Backfill clients.nationality_iso from the primary phone's parsed +-- value_country. Idempotent (only runs on rows where nationality_iso +-- is null), safe to re-execute. Phone country is a *proxy* for +-- nationality - the client-list UI labels the column "Country" rather +-- than "Nationality" to avoid implying it's authoritative (see ยง14.2). +-- +-- Pattern: prefer the row marked `is_primary=true`; fall back to the +-- most recently created phone contact when no row is flagged primary. +WITH primary_phone AS ( + SELECT DISTINCT ON (cc.client_id) + cc.client_id, + cc.value_country + FROM client_contacts cc + WHERE cc.channel = 'phone' + AND cc.value_country IS NOT NULL + ORDER BY cc.client_id, + cc.is_primary DESC, + cc.created_at DESC +) +UPDATE clients c +SET nationality_iso = primary_phone.value_country +FROM primary_phone +WHERE c.nationality_iso IS NULL + AND c.id = primary_phone.client_id; diff --git a/src/lib/db/migrations/meta/0026_snapshot.json b/src/lib/db/migrations/meta/0026_snapshot.json new file mode 100644 index 0000000..f54959c --- /dev/null +++ b/src/lib/db/migrations/meta/0026_snapshot.json @@ -0,0 +1,10697 @@ +{ + "id": "8bfcfd09-7461-4729-90fd-10dc6e4e3531", + "prevId": "543c1806-7acc-4354-8fd7-01425ebdec25", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.ai_usage_ledger": { + "name": "ai_usage_ledger", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "feature": { + "name": "feature", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "provider": { + "name": "provider", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "model": { + "name": "model", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "input_tokens": { + "name": "input_tokens", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 0 + }, + "output_tokens": { + "name": "output_tokens", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 0 + }, + "total_tokens": { + "name": "total_tokens", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 0 + }, + "request_id": { + "name": "request_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_ai_usage_port_created": { + "name": "idx_ai_usage_port_created", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_ai_usage_port_feature_created": { + "name": "idx_ai_usage_port_feature_created", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "feature", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "ai_usage_ledger_port_id_ports_id_fk": { + "name": "ai_usage_ledger_port_id_ports_id_fk", + "tableFrom": "ai_usage_ledger", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "ai_usage_ledger_user_id_user_id_fk": { + "name": "ai_usage_ledger_user_id_user_id_fk", + "tableFrom": "ai_usage_ledger", + "tableTo": "user", + "columnsFrom": ["user_id"], + "columnsTo": ["id"], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berth_maintenance_log": { + "name": "berth_maintenance_log", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "berth_id": { + "name": "berth_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "category": { + "name": "category", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "description": { + "name": "description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "cost": { + "name": "cost", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "cost_currency": { + "name": "cost_currency", + "type": "text", + "primaryKey": false, + "notNull": false, + "default": "'USD'" + }, + "responsible_party": { + "name": "responsible_party", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "performed_date": { + "name": "performed_date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "photo_file_ids": { + "name": "photo_file_ids", + "type": "text[]", + "primaryKey": false, + "notNull": false + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_bml_berth": { + "name": "idx_bml_berth", + "columns": [ + { + "expression": "berth_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_bml_port": { + "name": "idx_bml_port", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "berth_maintenance_log_berth_id_berths_id_fk": { + "name": "berth_maintenance_log_berth_id_berths_id_fk", + "tableFrom": "berth_maintenance_log", + "tableTo": "berths", + "columnsFrom": ["berth_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "berth_maintenance_log_port_id_ports_id_fk": { + "name": "berth_maintenance_log_port_id_ports_id_fk", + "tableFrom": "berth_maintenance_log", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berth_map_data": { + "name": "berth_map_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "berth_id": { + "name": "berth_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "svg_path": { + "name": "svg_path", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "x": { + "name": "x", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "y": { + "name": "y", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "transform": { + "name": "transform", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "font_size": { + "name": "font_size", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "extra_data": { + "name": "extra_data", + "type": "jsonb", + "primaryKey": false, + "notNull": false, + "default": "'{}'::jsonb" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "berth_map_data_berth_id_idx": { + "name": "berth_map_data_berth_id_idx", + "columns": [ + { + "expression": "berth_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "berth_map_data_berth_id_berths_id_fk": { + "name": "berth_map_data_berth_id_berths_id_fk", + "tableFrom": "berth_map_data", + "tableTo": "berths", + "columnsFrom": ["berth_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "berth_map_data_berth_id_unique": { + "name": "berth_map_data_berth_id_unique", + "nullsNotDistinct": false, + "columns": ["berth_id"] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berth_recommendations": { + "name": "berth_recommendations", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "interest_id": { + "name": "interest_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "berth_id": { + "name": "berth_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "match_score": { + "name": "match_score", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "match_reasons": { + "name": "match_reasons", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'ai'" + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "berth_rec_interest_berth_idx": { + "name": "berth_rec_interest_berth_idx", + "columns": [ + { + "expression": "interest_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "berth_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_br_interest": { + "name": "idx_br_interest", + "columns": [ + { + "expression": "interest_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "berth_recommendations_berth_id_berths_id_fk": { + "name": "berth_recommendations_berth_id_berths_id_fk", + "tableFrom": "berth_recommendations", + "tableTo": "berths", + "columnsFrom": ["berth_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berth_tags": { + "name": "berth_tags", + "schema": "", + "columns": { + "berth_id": { + "name": "berth_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "tag_id": { + "name": "tag_id", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "berth_tags_berth_id_berths_id_fk": { + "name": "berth_tags_berth_id_berths_id_fk", + "tableFrom": "berth_tags", + "tableTo": "berths", + "columnsFrom": ["berth_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": { + "berth_tags_berth_id_tag_id_pk": { + "name": "berth_tags_berth_id_tag_id_pk", + "columns": ["berth_id", "tag_id"] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berth_waiting_list": { + "name": "berth_waiting_list", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "berth_id": { + "name": "berth_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "client_id": { + "name": "client_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "yacht_id": { + "name": "yacht_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "position": { + "name": "position", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "priority": { + "name": "priority", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'normal'" + }, + "notify_pref": { + "name": "notify_pref", + "type": "text", + "primaryKey": false, + "notNull": false, + "default": "'email'" + }, + "notes": { + "name": "notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "berth_waiting_list_berth_client_idx": { + "name": "berth_waiting_list_berth_client_idx", + "columns": [ + { + "expression": "berth_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "client_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_bwl_berth": { + "name": "idx_bwl_berth", + "columns": [ + { + "expression": "berth_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "position", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "berth_waiting_list_berth_id_berths_id_fk": { + "name": "berth_waiting_list_berth_id_berths_id_fk", + "tableFrom": "berth_waiting_list", + "tableTo": "berths", + "columnsFrom": ["berth_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "berth_waiting_list_client_id_clients_id_fk": { + "name": "berth_waiting_list_client_id_clients_id_fk", + "tableFrom": "berth_waiting_list", + "tableTo": "clients", + "columnsFrom": ["client_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.berths": { + "name": "berths", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mooring_number": { + "name": "mooring_number", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "area": { + "name": "area", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'available'" + }, + "length_ft": { + "name": "length_ft", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "width_ft": { + "name": "width_ft", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "draft_ft": { + "name": "draft_ft", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "length_m": { + "name": "length_m", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "width_m": { + "name": "width_m", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "draft_m": { + "name": "draft_m", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "width_is_minimum": { + "name": "width_is_minimum", + "type": "boolean", + "primaryKey": false, + "notNull": false, + "default": false + }, + "nominal_boat_size": { + "name": "nominal_boat_size", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "nominal_boat_size_m": { + "name": "nominal_boat_size_m", + "type": "numeric", + "primaryKey": false, + "notNull": false + }, + "water_depth": { + "name": "water_depth", + "type": "numeric", + "primaryKey": false, + "notNull": false 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+ "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "submission_id": { + "name": "submission_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "kind": { + "name": "kind", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "payload": { + "name": "payload", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "legacy_nocodb_id": { + "name": "legacy_nocodb_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "source_ip": { + "name": "source_ip", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "user_agent": { + "name": "user_agent", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "received_at": { + "name": "received_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_ws_submission_id": { + "name": "idx_ws_submission_id", + "columns": [ + { + "expression": "submission_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "with": {}, + "method": "btree", + "concurrently": false + }, + "idx_ws_port_received": { + "name": "idx_ws_port_received", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "received_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "with": {}, + "method": "btree", + "concurrently": false + }, + "idx_ws_kind": { + "name": "idx_ws_kind", + "columns": [ + { + "expression": "kind", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "with": {}, + "method": "btree", + "concurrently": false + } + }, + "foreignKeys": { + "website_submissions_port_id_ports_id_fk": { + "name": "website_submissions_port_id_ports_id_fk", + "tableFrom": "website_submissions", + "columnsFrom": ["port_id"], + "tableTo": "ports", + "columnsTo": ["id"], + "onUpdate": "no action", + "onDelete": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": {}, + "schemas": {}, + "views": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} diff --git a/src/lib/db/migrations/meta/_journal.json b/src/lib/db/migrations/meta/_journal.json index dee7c6c..ecff683 100644 --- a/src/lib/db/migrations/meta/_journal.json +++ b/src/lib/db/migrations/meta/_journal.json @@ -183,6 +183,20 @@ "when": 1777939212954, "tag": "0025_berth_pricing_columns", "breakpoints": true + }, + { + "idx": 26, + "version": "7", + "when": 1777939906731, + "tag": "0026_client_contacts_one_primary_per_channel", + "breakpoints": true + }, + { + "idx": 27, + "version": "7", + "when": 1777939914252, + "tag": "0027_backfill_nationality_iso_from_phone", + "breakpoints": true } ] } diff --git a/src/lib/db/schema/clients.ts b/src/lib/db/schema/clients.ts index fa01fdc..d8e7585 100644 --- a/src/lib/db/schema/clients.ts +++ b/src/lib/db/schema/clients.ts @@ -77,6 +77,11 @@ export const clientContacts = pgTable( index('idx_cc_phone') .on(table.channel, table.value) .where(sql`${table.channel} = 'phone'`), + // At most one is_primary=true per (client_id, channel). Prevents + // ambiguity when the /clients list pulls "the" primary phone/email. + uniqueIndex('idx_cc_one_primary_per_channel') + .on(table.clientId, table.channel) + .where(sql`${table.isPrimary} = true`), ], ); diff --git a/src/lib/services/clients.service.ts b/src/lib/services/clients.service.ts index d283501..75a52d3 100644 --- a/src/lib/services/clients.service.ts +++ b/src/lib/services/clients.service.ts @@ -84,53 +84,71 @@ export async function listClients(portId: string, query: ListClientsInput) { const ids = result.data.map((r) => r.id); - const [yachtCounts, companyCounts, interestRows, interestCounts] = await Promise.all([ - db - .select({ ownerId: yachts.currentOwnerId, count: count() }) - .from(yachts) - .where( - and( - eq(yachts.portId, portId), - eq(yachts.currentOwnerType, 'client'), - inArray(yachts.currentOwnerId, ids), - isNull(yachts.archivedAt), - ), - ) - .groupBy(yachts.currentOwnerId), - db - .select({ clientId: companyMemberships.clientId, count: count() }) - .from(companyMemberships) - .where(and(inArray(companyMemberships.clientId, ids), isNull(companyMemberships.endDate))) - .groupBy(companyMemberships.clientId), - db - .select({ - clientId: interests.clientId, - pipelineStage: interests.pipelineStage, - updatedAt: interests.updatedAt, - mooringNumber: berths.mooringNumber, - }) - .from(interests) - .leftJoin(berths, eq(berths.id, interests.berthId)) - .where( - and( - eq(interests.portId, portId), - inArray(interests.clientId, ids), - isNull(interests.archivedAt), - ), - ) - .orderBy(desc(interests.updatedAt)), - db - .select({ clientId: interests.clientId, count: count() }) - .from(interests) - .where( - and( - eq(interests.portId, portId), - inArray(interests.clientId, ids), - isNull(interests.archivedAt), - ), - ) - .groupBy(interests.clientId), - ]); + const [yachtCounts, companyCounts, interestRows, interestCounts, contactRows] = await Promise.all( + [ + db + .select({ ownerId: yachts.currentOwnerId, count: count() }) + .from(yachts) + .where( + and( + eq(yachts.portId, portId), + eq(yachts.currentOwnerType, 'client'), + inArray(yachts.currentOwnerId, ids), + isNull(yachts.archivedAt), + ), + ) + .groupBy(yachts.currentOwnerId), + db + .select({ clientId: companyMemberships.clientId, count: count() }) + .from(companyMemberships) + .where(and(inArray(companyMemberships.clientId, ids), isNull(companyMemberships.endDate))) + .groupBy(companyMemberships.clientId), + db + .select({ + clientId: interests.clientId, + pipelineStage: interests.pipelineStage, + updatedAt: interests.updatedAt, + mooringNumber: berths.mooringNumber, + }) + .from(interests) + .leftJoin(berths, eq(berths.id, interests.berthId)) + .where( + and( + eq(interests.portId, portId), + inArray(interests.clientId, ids), + isNull(interests.archivedAt), + ), + ) + .orderBy(desc(interests.updatedAt)), + db + .select({ clientId: interests.clientId, count: count() }) + .from(interests) + .where( + and( + eq(interests.portId, portId), + inArray(interests.clientId, ids), + isNull(interests.archivedAt), + ), + ) + .groupBy(interests.clientId), + // Pull every contact row for the page; the per-client primary + // resolution happens in the post-fetch loop below. Cheaper than + // running a DISTINCT-ON query per channel and keeps the picker + // logic (is_primary desc, then most recent created_at) in one + // place. + db + .select({ + clientId: clientContacts.clientId, + channel: clientContacts.channel, + value: clientContacts.value, + isPrimary: clientContacts.isPrimary, + createdAt: clientContacts.createdAt, + }) + .from(clientContacts) + .where(inArray(clientContacts.clientId, ids)) + .orderBy(desc(clientContacts.isPrimary), desc(clientContacts.createdAt)), + ], + ); const yachtCountMap = new Map(yachtCounts.map((r) => [r.ownerId, r.count])); const companyCountMap = new Map(companyCounts.map((r) => [r.clientId, r.count])); @@ -146,6 +164,18 @@ export async function listClients(portId: string, query: ListClientsInput) { } } + // Pick the per-client primary (or, failing that, most-recent) email + // and phone. contactRows is pre-sorted is_primary desc, created_at desc. + const primaryEmailMap = new Map(); + const primaryPhoneMap = new Map(); + for (const c of contactRows) { + if (c.channel === 'email' && !primaryEmailMap.has(c.clientId)) { + primaryEmailMap.set(c.clientId, c.value); + } else if (c.channel === 'phone' && !primaryPhoneMap.has(c.clientId)) { + primaryPhoneMap.set(c.clientId, c.value); + } + } + return { ...result, data: result.data.map((row) => { @@ -155,6 +185,8 @@ export async function listClients(portId: string, query: ListClientsInput) { yachtCount: yachtCountMap.get(row.id) ?? 0, companyCount: companyCountMap.get(row.id) ?? 0, interestCount: interestCountMap.get(row.id) ?? 0, + primaryEmail: primaryEmailMap.get(row.id) ?? null, + primaryPhone: primaryPhoneMap.get(row.id) ?? null, latestInterest: latest ? { stage: latest.stage,