diff --git a/src/app/(dashboard)/[portSlug]/admin/duplicates/page.tsx b/src/app/(dashboard)/[portSlug]/admin/duplicates/page.tsx new file mode 100644 index 0000000..3d6e324 --- /dev/null +++ b/src/app/(dashboard)/[portSlug]/admin/duplicates/page.tsx @@ -0,0 +1,5 @@ +import { DuplicatesReviewQueue } from '@/components/admin/duplicates/duplicates-review-queue'; + +export default function DuplicatesAdminPage() { + return ; +} diff --git a/src/app/api/v1/admin/duplicates/[id]/dismiss/route.ts b/src/app/api/v1/admin/duplicates/[id]/dismiss/route.ts new file mode 100644 index 0000000..6cc298d --- /dev/null +++ b/src/app/api/v1/admin/duplicates/[id]/dismiss/route.ts @@ -0,0 +1,4 @@ +import { withAuth, withPermission } from '@/lib/api/helpers'; +import { dismissHandler } from '../../handlers'; + +export const POST = withAuth(withPermission('clients', 'edit', dismissHandler)); diff --git a/src/app/api/v1/admin/duplicates/[id]/merge/route.ts b/src/app/api/v1/admin/duplicates/[id]/merge/route.ts new file mode 100644 index 0000000..e0f0f56 --- /dev/null +++ b/src/app/api/v1/admin/duplicates/[id]/merge/route.ts @@ -0,0 +1,4 @@ +import { withAuth, withPermission } from '@/lib/api/helpers'; +import { confirmMergeHandler } from '../../handlers'; + +export const POST = withAuth(withPermission('clients', 'edit', confirmMergeHandler)); diff --git a/src/app/api/v1/admin/duplicates/handlers.ts b/src/app/api/v1/admin/duplicates/handlers.ts new file mode 100644 index 0000000..5a85564 --- /dev/null +++ b/src/app/api/v1/admin/duplicates/handlers.ts @@ -0,0 +1,160 @@ +import { NextResponse } from 'next/server'; +import { and, eq, inArray } from 'drizzle-orm'; + +import type { AuthContext } from '@/lib/api/helpers'; +import { db } from '@/lib/db'; +import { clients, clientMergeCandidates } from '@/lib/db/schema/clients'; +import { errorResponse, NotFoundError } from '@/lib/errors'; +import { + listPendingMergeCandidates, + mergeClients, + type MergeFieldChoices, +} from '@/lib/services/client-merge.service'; + +/** + * GET /api/v1/admin/duplicates + * + * Pending merge candidates for the current port, sorted by score. + * Each row hydrates its two client summaries so the review-queue UI + * can render side-by-side cards without an N+1 fetch. + */ +export async function listHandler(_req: Request, ctx: AuthContext): Promise { + try { + const pairs = await listPendingMergeCandidates(ctx.portId); + if (pairs.length === 0) return NextResponse.json({ data: [] }); + + const ids = Array.from(new Set(pairs.flatMap((p) => [p.clientAId, p.clientBId]))); + const clientRows = await db + .select({ + id: clients.id, + fullName: clients.fullName, + archivedAt: clients.archivedAt, + mergedIntoClientId: clients.mergedIntoClientId, + createdAt: clients.createdAt, + }) + .from(clients) + .where(inArray(clients.id, ids)); + const clientById = new Map(clientRows.map((c) => [c.id, c])); + + const data = pairs + .map((p) => { + const a = clientById.get(p.clientAId); + const b = clientById.get(p.clientBId); + if (!a || !b) return null; // FK orphan — shouldn't happen, but be defensive + // Skip pairs where one side has already been merged or archived. + if (a.mergedIntoClientId || b.mergedIntoClientId) return null; + return { + id: p.id, + score: p.score, + reasons: p.reasons, + createdAt: p.createdAt, + clientA: { id: a.id, fullName: a.fullName, createdAt: a.createdAt }, + clientB: { id: b.id, fullName: b.fullName, createdAt: b.createdAt }, + }; + }) + .filter((row): row is NonNullable => row !== null); + + return NextResponse.json({ data }); + } catch (error) { + return errorResponse(error); + } +} + +/** + * POST /api/v1/admin/duplicates/[id]/merge + * + * Body: { winnerId: string, fieldChoices?: MergeFieldChoices } + * + * Confirms a merge candidate. The winner is the one the user picked + * to keep; the other side becomes the loser. Calls into the merge + * service which is the only path that touches client_merge_log. + */ +export async function confirmMergeHandler( + req: Request, + ctx: AuthContext, + params: { id?: string }, +): Promise { + try { + const id = params.id ?? ''; + const body = (await req.json().catch(() => ({}))) as { + winnerId?: string; + fieldChoices?: MergeFieldChoices; + }; + if (!body.winnerId) { + return NextResponse.json({ error: 'winnerId required' }, { status: 400 }); + } + + const [candidate] = await db + .select() + .from(clientMergeCandidates) + .where( + and( + eq(clientMergeCandidates.id, id), + eq(clientMergeCandidates.portId, ctx.portId), + eq(clientMergeCandidates.status, 'pending'), + ), + ); + if (!candidate) throw new NotFoundError('Merge candidate'); + + const loserId = + body.winnerId === candidate.clientAId + ? candidate.clientBId + : body.winnerId === candidate.clientBId + ? candidate.clientAId + : null; + if (!loserId) { + return NextResponse.json( + { error: 'winnerId must match one of the candidate clients' }, + { status: 400 }, + ); + } + + const result = await mergeClients({ + winnerId: body.winnerId, + loserId, + mergedBy: ctx.userId, + fieldChoices: body.fieldChoices, + }); + + return NextResponse.json({ data: result }); + } catch (error) { + return errorResponse(error); + } +} + +/** + * POST /api/v1/admin/duplicates/[id]/dismiss + * + * Mark a merge candidate as dismissed. The background scoring job + * skips dismissed pairs on subsequent runs (a future score increase + * can re-create them). + */ +export async function dismissHandler( + _req: Request, + ctx: AuthContext, + params: { id?: string }, +): Promise { + try { + const id = params.id ?? ''; + const result = await db + .update(clientMergeCandidates) + .set({ + status: 'dismissed', + resolvedAt: new Date(), + resolvedBy: ctx.userId, + }) + .where( + and( + eq(clientMergeCandidates.id, id), + eq(clientMergeCandidates.portId, ctx.portId), + eq(clientMergeCandidates.status, 'pending'), + ), + ) + .returning({ id: clientMergeCandidates.id }); + + if (result.length === 0) throw new NotFoundError('Merge candidate'); + return NextResponse.json({ data: { id: result[0]!.id, status: 'dismissed' } }); + } catch (error) { + return errorResponse(error); + } +} diff --git a/src/app/api/v1/admin/duplicates/route.ts b/src/app/api/v1/admin/duplicates/route.ts new file mode 100644 index 0000000..0eacc57 --- /dev/null +++ b/src/app/api/v1/admin/duplicates/route.ts @@ -0,0 +1,4 @@ +import { withAuth, withPermission } from '@/lib/api/helpers'; +import { listHandler } from './handlers'; + +export const GET = withAuth(withPermission('clients', 'view', listHandler)); diff --git a/src/app/api/v1/clients/match-candidates/handlers.ts b/src/app/api/v1/clients/match-candidates/handlers.ts new file mode 100644 index 0000000..ee7d7d1 --- /dev/null +++ b/src/app/api/v1/clients/match-candidates/handlers.ts @@ -0,0 +1,160 @@ +import { NextResponse } from 'next/server'; +import { and, eq, inArray } from 'drizzle-orm'; + +import type { AuthContext } from '@/lib/api/helpers'; +import { db } from '@/lib/db'; +import { clients, clientContacts } from '@/lib/db/schema/clients'; +import { interests } from '@/lib/db/schema/interests'; +import { errorResponse } from '@/lib/errors'; +import { findClientMatches, type MatchCandidate } from '@/lib/dedup/find-matches'; +import { normalizeEmail, normalizeName, normalizePhone } from '@/lib/dedup/normalize'; +import type { CountryCode } from '@/lib/i18n/countries'; + +/** + * GET /api/v1/clients/match-candidates + * + * Query parameters (any combination): + * email Free-text email; gets normalized server-side. + * phone Free-text phone; gets normalized to E.164 server-side. + * name Free-text full name; used for surname-token blocking. + * country Optional ISO country hint (default: AI for Port Nimara). + * + * Returns the top candidates that scored above the soft-warn threshold, + * each with a small client summary the form's suggestion card can + * render. Confidence tiers and rules are applied server-side from the + * port's `system_settings` (when wired) or sensible defaults otherwise. + * + * Used by `useDedupSuggestion` in the new-client form. Debounced on + * the client; this endpoint must be cheap (single port pool fetch + + * an in-memory dedup pass). + */ +export async function getMatchCandidatesHandler( + req: Request, + ctx: AuthContext, +): Promise { + try { + const url = new URL(req.url); + const rawEmail = url.searchParams.get('email'); + const rawPhone = url.searchParams.get('phone'); + const rawName = url.searchParams.get('name'); + const country = (url.searchParams.get('country') ?? 'AI') as CountryCode; + + const email = rawEmail ? normalizeEmail(rawEmail) : null; + const phoneResult = rawPhone ? normalizePhone(rawPhone, country) : null; + const nameResult = rawName ? normalizeName(rawName) : null; + + // If the caller didn't give us anything useful to match on, return empty + // — short-circuit rather than scan every client for nothing. + if (!email && !phoneResult?.e164 && !nameResult?.surnameToken) { + return NextResponse.json({ data: [] }); + } + + // Build the input candidate. + const input: MatchCandidate = { + id: '__incoming__', + fullName: nameResult?.display ?? null, + surnameToken: nameResult?.surnameToken ?? null, + emails: email ? [email] : [], + phonesE164: phoneResult?.e164 ? [phoneResult.e164] : [], + countryIso: country, + }; + + // Fetch the live pool for this port. We keep this O(N) over clients + // since the dedup library does its own blocking; for ports with + // thousands of clients we can later restrict by surname-token / + // contact lookups, but for current scale the simple full-pool fetch + // is fine. + const liveClients = await db + .select({ + id: clients.id, + fullName: clients.fullName, + nationalityIso: clients.nationalityIso, + }) + .from(clients) + .where(and(eq(clients.portId, ctx.portId))); + + if (liveClients.length === 0) { + return NextResponse.json({ data: [] }); + } + + const clientIds = liveClients.map((c) => c.id); + const contactRows = await db + .select({ + clientId: clientContacts.clientId, + channel: clientContacts.channel, + value: clientContacts.value, + valueE164: clientContacts.valueE164, + }) + .from(clientContacts) + .where(inArray(clientContacts.clientId, clientIds)); + + // Group contacts by client for the candidate map. + const emailsByClient = new Map(); + const phonesByClient = new Map(); + for (const c of contactRows) { + if (c.channel === 'email') { + const arr = emailsByClient.get(c.clientId) ?? []; + arr.push(c.value.toLowerCase()); + emailsByClient.set(c.clientId, arr); + } else if (c.channel === 'phone' || c.channel === 'whatsapp') { + if (c.valueE164) { + const arr = phonesByClient.get(c.clientId) ?? []; + arr.push(c.valueE164); + phonesByClient.set(c.clientId, arr); + } + } + } + + const pool: MatchCandidate[] = liveClients.map((c) => { + const named = normalizeName(c.fullName); + return { + id: c.id, + fullName: c.fullName, + surnameToken: named.surnameToken ?? null, + emails: emailsByClient.get(c.id) ?? [], + phonesE164: phonesByClient.get(c.id) ?? [], + countryIso: (c.nationalityIso as CountryCode | null) ?? null, + }; + }); + + const matches = findClientMatches(input, pool, { + highScore: 90, + mediumScore: 50, + }); + + // Only return medium+ — low-confidence noise isn't useful at the + // create-form layer (background scoring queue picks those up). + const useful = matches.filter((m) => m.confidence !== 'low'); + if (useful.length === 0) { + return NextResponse.json({ data: [] }); + } + + // Pull a quick summary for each surfaced candidate so the suggestion + // card has enough to render ("Marcus Laurent · 2 interests · last + // contact 9d ago"). + const summarizedIds = useful.map((m) => m.candidate.id); + const interestCounts = await db + .select({ clientId: interests.clientId }) + .from(interests) + .where(inArray(interests.clientId, summarizedIds)); + const interestsByClient = new Map(); + for (const r of interestCounts) { + interestsByClient.set(r.clientId, (interestsByClient.get(r.clientId) ?? 0) + 1); + } + + const data = useful.map((m) => ({ + clientId: m.candidate.id, + fullName: m.candidate.fullName, + score: m.score, + confidence: m.confidence, + reasons: m.reasons, + interestCount: interestsByClient.get(m.candidate.id) ?? 0, + emails: m.candidate.emails, + phonesE164: m.candidate.phonesE164, + })); + + return NextResponse.json({ data }); + } catch (error) { + return errorResponse(error); + } +} diff --git a/src/app/api/v1/clients/match-candidates/route.ts b/src/app/api/v1/clients/match-candidates/route.ts new file mode 100644 index 0000000..729dec0 --- /dev/null +++ b/src/app/api/v1/clients/match-candidates/route.ts @@ -0,0 +1,4 @@ +import { withAuth, withPermission } from '@/lib/api/helpers'; +import { getMatchCandidatesHandler } from './handlers'; + +export const GET = withAuth(withPermission('clients', 'view', getMatchCandidatesHandler)); diff --git a/src/components/admin/duplicates/duplicates-review-queue.tsx b/src/components/admin/duplicates/duplicates-review-queue.tsx new file mode 100644 index 0000000..bf6aeb4 --- /dev/null +++ b/src/components/admin/duplicates/duplicates-review-queue.tsx @@ -0,0 +1,215 @@ +'use client'; + +import { useState } from 'react'; +import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'; +import { ArrowRight, GitMerge, X } from 'lucide-react'; +import { toast } from 'sonner'; + +import { Button } from '@/components/ui/button'; +import { PageHeader } from '@/components/shared/page-header'; +import { EmptyState } from '@/components/shared/empty-state'; +import { Skeleton } from '@/components/ui/skeleton'; +import { apiFetch } from '@/lib/api/client'; +import { cn } from '@/lib/utils'; + +interface CandidatePair { + id: string; + score: number; + reasons: string[]; + createdAt: string; + clientA: { id: string; fullName: string; createdAt: string }; + clientB: { id: string; fullName: string; createdAt: string }; +} + +/** + * Admin review queue for the dedup background scoring job. + * + * Lists every pending merge candidate (pairs where score >= + * `dedup_review_queue_threshold`). For each pair the admin can: + * - Pick a winner via the side-by-side card → confirms a merge + * - Dismiss → removes from the queue (a future score increase + * re-creates the pair on the next scoring run) + * + * Only minimal merge UI here: the user picks which side is the winner + * (no per-field choice), and the loser archives. A richer side-by-side + * field-merge dialog is a future enhancement. + */ +export function DuplicatesReviewQueue() { + const queryClient = useQueryClient(); + + const { data, isLoading } = useQuery<{ data: CandidatePair[] }>({ + queryKey: ['admin', 'duplicates'], + queryFn: () => apiFetch<{ data: CandidatePair[] }>('/api/v1/admin/duplicates'), + }); + + const pairs = data?.data ?? []; + + return ( +
+ + + {isLoading ? ( +
+ {[0, 1, 2].map((i) => ( + + ))} +
+ ) : pairs.length === 0 ? ( + + ) : ( +
    + {pairs.map((pair) => ( +
  • + +
  • + ))} +
+ )} +
+ ); +} + +function CandidateRow({ + pair, + queryClient, +}: { + pair: CandidatePair; + queryClient: ReturnType; +}) { + const [busy, setBusy] = useState<'merge' | 'dismiss' | null>(null); + const [winnerId, setWinnerId] = useState(pair.clientA.id); + + const mergeMutation = useMutation({ + mutationFn: () => + apiFetch(`/api/v1/admin/duplicates/${pair.id}/merge`, { + method: 'POST', + body: { winnerId }, + }), + onSuccess: () => { + const loserName = + winnerId === pair.clientA.id ? pair.clientB.fullName : pair.clientA.fullName; + const winnerName = + winnerId === pair.clientA.id ? pair.clientA.fullName : pair.clientB.fullName; + toast.success(`Merged "${loserName}" into "${winnerName}"`); + queryClient.invalidateQueries({ queryKey: ['admin', 'duplicates'] }); + queryClient.invalidateQueries({ queryKey: ['clients'] }); + }, + onError: (err) => toast.error(err instanceof Error ? err.message : 'Merge failed'), + onSettled: () => setBusy(null), + }); + + const dismissMutation = useMutation({ + mutationFn: () => apiFetch(`/api/v1/admin/duplicates/${pair.id}/dismiss`, { method: 'POST' }), + onSuccess: () => { + toast.message('Dismissed'); + queryClient.invalidateQueries({ queryKey: ['admin', 'duplicates'] }); + }, + onError: (err) => toast.error(err instanceof Error ? err.message : 'Dismiss failed'), + onSettled: () => setBusy(null), + }); + + return ( +
+
+
+ + score {pair.score} + {' '} + {pair.reasons.join(' · ')} +
+ + flagged {new Date(pair.createdAt).toLocaleDateString()} + +
+ +
+ setWinnerId(pair.clientA.id)} + /> +
+ +
+ setWinnerId(pair.clientB.id)} + /> +
+ +
+ + +

+ The unselected card becomes the loser; its interests + contacts move to the selected + client and the original is archived. +

+
+
+ ); +} + +function ClientCard({ + client, + isSelected, + onSelect, +}: { + client: CandidatePair['clientA']; + isSelected: boolean; + onSelect: () => void; +}) { + return ( + + ); +} diff --git a/src/components/clients/client-form.tsx b/src/components/clients/client-form.tsx index 5d665f9..5b9f23b 100644 --- a/src/components/clients/client-form.tsx +++ b/src/components/clients/client-form.tsx @@ -23,6 +23,7 @@ import { TagPicker } from '@/components/shared/tag-picker'; import { CountryCombobox } from '@/components/shared/country-combobox'; import { TimezoneCombobox } from '@/components/shared/timezone-combobox'; import { PhoneInput } from '@/components/shared/phone-input'; +import { DedupSuggestionPanel } from '@/components/clients/dedup-suggestion-panel'; import { apiFetch } from '@/lib/api/client'; import { createClientSchema, type CreateClientInput } from '@/lib/validators/clients'; import type { CountryCode } from '@/lib/i18n/countries'; @@ -30,6 +31,12 @@ import type { CountryCode } from '@/lib/i18n/countries'; interface ClientFormProps { open: boolean; onOpenChange: (open: boolean) => void; + /** Optional callback fired when the dedup suggestion panel reports + * the user picked an existing client. The form closes; parent is + * responsible for navigating to the existing client's detail page + * or opening the create-interest dialog pre-filled with that + * clientId. Skipped in edit mode. */ + onUseExistingClient?: (clientId: string) => void; /** If provided, form is in edit mode */ client?: { id: string; @@ -53,7 +60,7 @@ interface ClientFormProps { }; } -export function ClientForm({ open, onOpenChange, client }: ClientFormProps) { +export function ClientForm({ open, onOpenChange, client, onUseExistingClient }: ClientFormProps) { const queryClient = useQueryClient(); const isEdit = !!client; @@ -143,6 +150,26 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
mutation.mutate(data))} className="space-y-6 py-6"> + {/* Dedup suggestion — only on the create path. Watches the + live form values for email / phone / name and surfaces + an existing client when one matches. The user can + attach the new interest to that client instead of + creating a duplicate. */} + {!isEdit ? ( + c?.channel === 'email')?.value ?? null} + phone={ + watch('contacts')?.find((c) => c?.channel === 'phone' || c?.channel === 'whatsapp') + ?.valueE164 ?? null + } + name={watch('fullName') ?? null} + onUseExisting={(match) => { + onUseExistingClient?.(match.clientId); + onOpenChange(false); + }} + /> + ) : null} + {/* Basic Info */}

diff --git a/src/components/clients/dedup-suggestion-panel.tsx b/src/components/clients/dedup-suggestion-panel.tsx new file mode 100644 index 0000000..7ac5bfb --- /dev/null +++ b/src/components/clients/dedup-suggestion-panel.tsx @@ -0,0 +1,183 @@ +'use client'; + +import { useEffect, useState } from 'react'; +import { useQuery } from '@tanstack/react-query'; +import { AlertCircle, ArrowRight, Briefcase, X } from 'lucide-react'; + +import { Button } from '@/components/ui/button'; +import { apiFetch } from '@/lib/api/client'; +import { cn } from '@/lib/utils'; + +interface MatchData { + clientId: string; + fullName: string; + score: number; + confidence: 'high' | 'medium' | 'low'; + reasons: string[]; + interestCount: number; + emails: string[]; + phonesE164: string[]; +} + +interface DedupSuggestionPanelProps { + /** Free-text inputs from the in-flight new-client form. The panel + * debounces them and queries /api/v1/clients/match-candidates. */ + email?: string | null; + phone?: string | null; + name?: string | null; + /** Caller wants to attach the new interest to an existing client + * rather than creating a new one. The form switches to + * interest-only mode and pre-fills the client. */ + onUseExisting: (match: MatchData) => void; + /** User explicitly said "create new anyway." Hide the panel until + * they change input again. */ + onDismiss?: () => void; +} + +/** + * Surfaces existing clients that match the form's in-flight inputs. + * + * Renders nothing while inputs are short / no useful match found. + * On a high-confidence match, the panel interrupts visually with a + * solid border and a primary "Use this client" button. + * + * Wired into the new-client form. Skipped in edit mode. + */ +export function DedupSuggestionPanel({ + email, + phone, + name, + onUseExisting, + onDismiss, +}: DedupSuggestionPanelProps) { + const [dismissed, setDismissed] = useState(false); + + // Debounce inputs by 300ms so we don't fire on every keystroke. Keep + // the latest debounced values in component state. + const [debounced, setDebounced] = useState({ + email: email ?? '', + phone: phone ?? '', + name: name ?? '', + }); + + useEffect(() => { + const t = setTimeout(() => { + setDebounced({ email: email ?? '', phone: phone ?? '', name: name ?? '' }); + // Clear the dismissed flag when inputs change — the user typed + // something new, so the prior dismissal no longer applies. + setDismissed(false); + }, 300); + return () => clearTimeout(t); + }, [email, phone, name]); + + const hasSomething = + debounced.email.length > 3 || debounced.phone.length > 3 || debounced.name.length > 2; + + const { data, isFetching } = useQuery<{ data: MatchData[] }>({ + queryKey: ['dedup-match-candidates', debounced], + queryFn: () => { + const params = new URLSearchParams(); + if (debounced.email) params.set('email', debounced.email); + if (debounced.phone) params.set('phone', debounced.phone); + if (debounced.name) params.set('name', debounced.name); + return apiFetch<{ data: MatchData[] }>(`/api/v1/clients/match-candidates?${params}`); + }, + enabled: hasSomething && !dismissed, + // Same query is fine to cache for a minute — moves are slow at this layer. + staleTime: 60_000, + }); + + if (dismissed) return null; + if (!hasSomething) return null; + if (isFetching && !data) return null; + const matches = data?.data ?? []; + if (matches.length === 0) return null; + + const top = matches[0]!; + const isHigh = top.confidence === 'high'; + + return ( +
+
+
+ +
+
+

+ {isHigh + ? 'This looks like an existing client' + : 'Possible match — check before creating'} +

+
+
+

{top.fullName}

+ + {top.confidence} + +
+
+ {top.emails[0] ? {top.emails[0]} : null} + {top.phonesE164[0] ? {top.phonesE164[0]} : null} + + + {top.interestCount} {top.interestCount === 1 ? 'interest' : 'interests'} + +
+

{top.reasons.join(' · ')}

+
+
+ + + {matches.length > 1 ? ( + + +{matches.length - 1} other possible{' '} + {matches.length - 1 === 1 ? 'match' : 'matches'} + + ) : null} +
+
+
+
+ ); +} diff --git a/src/lib/db/migrations/0021_magenta_madame_hydra.sql b/src/lib/db/migrations/0021_magenta_madame_hydra.sql new file mode 100644 index 0000000..b390471 --- /dev/null +++ b/src/lib/db/migrations/0021_magenta_madame_hydra.sql @@ -0,0 +1,2 @@ +ALTER TABLE "clients" ADD COLUMN "merged_into_client_id" text;--> statement-breakpoint +CREATE INDEX "idx_clients_merged_into" ON "clients" USING btree ("merged_into_client_id"); \ No newline at end of file diff --git a/src/lib/db/migrations/meta/0021_snapshot.json b/src/lib/db/migrations/meta/0021_snapshot.json new file mode 100644 index 0000000..aca3230 --- /dev/null +++ b/src/lib/db/migrations/meta/0021_snapshot.json @@ -0,0 +1,10503 @@ +{ + "id": "9f6ae433-f075-4348-8109-3cd368344fa8", + "prevId": "e9d830fc-ec81-42ab-bea6-232dd99d20d1", + "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", + 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}, + "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_sp_user": { + "name": "idx_sp_user", + "columns": [ + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "scratchpad_notes_linked_client_id_clients_id_fk": { + "name": "scratchpad_notes_linked_client_id_clients_id_fk", + "tableFrom": "scratchpad_notes", + "tableTo": "clients", + "columnsFrom": ["linked_client_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.system_settings": { + "name": "system_settings", + "schema": "", + "columns": { + "key": { + "name": "key", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "updated_by": { + "name": "updated_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "system_settings_key_port_idx": { + "name": "system_settings_key_port_idx", + "columns": [ + { + "expression": "key", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "system_settings_port_id_ports_id_fk": { + "name": "system_settings_port_id_ports_id_fk", + "tableFrom": "system_settings", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.tags": { + "name": "tags", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "color": { + "name": "color", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'#6B7280'" + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "tags_port_name_idx": { + "name": "tags_port_name_idx", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "name", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_tags_port": { + "name": "idx_tags_port", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "tags_port_id_ports_id_fk": { + "name": "tags_port_id_ports_id_fk", + "tableFrom": "tags", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.user_notification_preferences": { + "name": "user_notification_preferences", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "notification_type": { + "name": "notification_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "in_app": { + "name": "in_app", + "type": "boolean", + "primaryKey": false, + "notNull": true, + "default": true + }, + "email": { + "name": "email", + "type": "boolean", + "primaryKey": false, + "notNull": true, + "default": true + } + }, + "indexes": { + "unp_user_port_type_idx": { + "name": "unp_user_port_type_idx", + "columns": [ + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "notification_type", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "user_notification_preferences_port_id_ports_id_fk": { + "name": "user_notification_preferences_port_id_ports_id_fk", + "tableFrom": "user_notification_preferences", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.webhook_deliveries": { + "name": "webhook_deliveries", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "webhook_id": { + "name": "webhook_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "event_type": { + "name": "event_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "payload": { + "name": "payload", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "response_status": { + "name": "response_status", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "response_body": { + "name": "response_body", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "attempt": { + "name": "attempt", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 1 + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'pending'" + }, + "delivered_at": { + "name": "delivered_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_wd_webhook": { + "name": "idx_wd_webhook", + "columns": [ + { + "expression": "webhook_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "webhook_deliveries_webhook_id_webhooks_id_fk": { + "name": "webhook_deliveries_webhook_id_webhooks_id_fk", + "tableFrom": "webhook_deliveries", + "tableTo": "webhooks", + "columnsFrom": ["webhook_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.webhooks": { + "name": "webhooks", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "url": { + "name": "url", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "secret": { + "name": "secret", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "events": { + "name": "events", + "type": "text[]", + "primaryKey": false, + "notNull": true + }, + "is_active": { + "name": "is_active", + "type": "boolean", + "primaryKey": false, + "notNull": true, + "default": true + }, + "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_webhooks_port": { + "name": "idx_webhooks_port", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "webhooks_port_id_ports_id_fk": { + "name": "webhooks_port_id_ports_id_fk", + "tableFrom": "webhooks", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.alerts": { + "name": "alerts", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "rule_id": { + "name": "rule_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "severity": { + "name": "severity", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "title": { + "name": "title", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "body": { + "name": "body", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "link": { + "name": "link", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "entity_type": { + "name": "entity_type", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "entity_id": { + "name": "entity_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "fingerprint": { + "name": "fingerprint", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "fired_at": { + "name": "fired_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "dismissed_at": { + "name": "dismissed_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "dismissed_by": { + "name": "dismissed_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "acknowledged_at": { + "name": "acknowledged_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "acknowledged_by": { + "name": "acknowledged_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "resolved_at": { + "name": "resolved_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "metadata": { + "name": "metadata", + "type": "jsonb", + "primaryKey": false, + "notNull": false, + "default": "'{}'::jsonb" + } + }, + "indexes": { + "idx_alerts_fingerprint_open": { + "name": "idx_alerts_fingerprint_open", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "fingerprint", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "resolved_at IS NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_alerts_port_fired": { + "name": "idx_alerts_port_fired", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "fired_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_alerts_port_severity_open": { + "name": "idx_alerts_port_severity_open", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "severity", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "resolved_at IS NULL AND dismissed_at IS NULL", + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "alerts_port_id_ports_id_fk": { + "name": "alerts_port_id_ports_id_fk", + "tableFrom": "alerts", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "alerts_dismissed_by_user_id_fk": { + "name": "alerts_dismissed_by_user_id_fk", + "tableFrom": "alerts", + "tableTo": "user", + "columnsFrom": ["dismissed_by"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + }, + "alerts_acknowledged_by_user_id_fk": { + "name": "alerts_acknowledged_by_user_id_fk", + "tableFrom": "alerts", + "tableTo": "user", + "columnsFrom": ["acknowledged_by"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.analytics_snapshots": { + "name": "analytics_snapshots", + "schema": "", + "columns": { + "port_id": { + "name": "port_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "metric_id": { + "name": "metric_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "computed_at": { + "name": "computed_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "data": { + "name": "data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + } + }, + "indexes": { + "idx_analytics_pk": { + "name": "idx_analytics_pk", + "columns": [ + { + "expression": "port_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "metric_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "analytics_snapshots_port_id_ports_id_fk": { + "name": "analytics_snapshots_port_id_ports_id_fk", + "tableFrom": "analytics_snapshots", + "tableTo": "ports", + "columnsFrom": ["port_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.migration_source_links": { + "name": "migration_source_links", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "source_system": { + "name": "source_system", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "source_id": { + "name": "source_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "target_entity_type": { + "name": "target_entity_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "target_entity_id": { + "name": "target_entity_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "applied_id": { + "name": "applied_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "applied_by": { + "name": "applied_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "applied_at": { + "name": "applied_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_msl_source_target": { + "name": "idx_msl_source_target", + "columns": [ + { + "expression": "source_system", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "source_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "target_entity_type", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": {}, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} diff --git a/src/lib/db/migrations/meta/_journal.json b/src/lib/db/migrations/meta/_journal.json index 13894a2..b8d9f2c 100644 --- a/src/lib/db/migrations/meta/_journal.json +++ b/src/lib/db/migrations/meta/_journal.json @@ -148,6 +148,13 @@ "when": 1777811835982, "tag": "0020_unusual_azazel", "breakpoints": true + }, + { + "idx": 21, + "version": "7", + "when": 1777812671833, + "tag": "0021_magenta_madame_hydra", + "breakpoints": true } ] } diff --git a/src/lib/db/schema/clients.ts b/src/lib/db/schema/clients.ts index c28885b..a1522c5 100644 --- a/src/lib/db/schema/clients.ts +++ b/src/lib/db/schema/clients.ts @@ -31,6 +31,11 @@ export const clients = pgTable( source: text('source'), // website, manual, referral, broker sourceDetails: text('source_details'), archivedAt: timestamp('archived_at', { withTimezone: true }), + /** When this client was merged into another (the "loser" of a dedup + * merge), this points at the surviving client. Used by the + * /admin/duplicates review queue to redirect any stragglers, and by + * the unmerge flow to restore. Null for live clients. */ + mergedIntoClientId: text('merged_into_client_id'), createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(), updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(), }, @@ -39,6 +44,7 @@ export const clients = pgTable( index('idx_clients_name').on(table.portId, table.fullName), index('idx_clients_archived').on(table.portId, table.archivedAt), index('idx_clients_nationality_iso').on(table.nationalityIso), + index('idx_clients_merged_into').on(table.mergedIntoClientId), ], ); diff --git a/src/lib/services/client-merge.service.ts b/src/lib/services/client-merge.service.ts new file mode 100644 index 0000000..b1e1ad7 --- /dev/null +++ b/src/lib/services/client-merge.service.ts @@ -0,0 +1,393 @@ +/** + * Client merge service — atomically combines two client records. + * + * Used by: + * - /admin/duplicates review queue (when an admin confirms a merge) + * - the at-create suggestion path ("use existing client") — though + * that path uses the lighter `attachInterestToClient` and never + * actually merges two pre-existing clients + * - the migration script's `--apply` (eventually) + * + * Reversibility: every merge writes a `client_merge_log` row containing + * the loser's full pre-merge state. Within the configured undo window + * (default 7 days, see `dedup_undo_window_days` in system_settings) a + * follow-up `unmergeClients` call can restore the loser and detach + * everything that was reattached. + * + * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §6. + */ + +import { and, eq, sql } from 'drizzle-orm'; + +import { db } from '@/lib/db'; +import { + clients, + clientContacts, + clientAddresses, + clientNotes, + clientTags, + clientRelationships, + clientMergeLog, + clientMergeCandidates, +} from '@/lib/db/schema/clients'; +import { interests } from '@/lib/db/schema/interests'; +import { berthReservations } from '@/lib/db/schema/reservations'; +import { auditLogs } from '@/lib/db/schema/system'; + +// ─── Public API ───────────────────────────────────────────────────────────── + +export interface MergeFieldChoices { + /** Per-field overrides — `winner` keeps the surviving client's value; + * `loser` copies the loser's value over. Fields not listed default + * to `winner` (no change). */ + fullName?: 'winner' | 'loser'; + nationalityIso?: 'winner' | 'loser'; + preferredContactMethod?: 'winner' | 'loser'; + preferredLanguage?: 'winner' | 'loser'; + timezone?: 'winner' | 'loser'; + source?: 'winner' | 'loser'; + sourceDetails?: 'winner' | 'loser'; +} + +export interface MergeOptions { + winnerId: string; + loserId: string; + /** ID of the user performing the merge (for audit + clientMergeLog.mergedBy). */ + mergedBy: string; + /** Per-field choice overrides. Multi-value fields (contacts, addresses, + * notes, tags) are always preserved from both sides; this only + * affects single-value scalar fields on the `clients` row. */ + fieldChoices?: MergeFieldChoices; +} + +export interface MergeResult { + mergeLogId: string; + movedRows: { + interests: number; + contacts: number; + addresses: number; + notes: number; + tags: number; + relationships: number; + reservations: number; + }; +} + +/** + * Atomically merge `loserId` into `winnerId`. Throws if: + * - either id doesn't exist or belongs to a different port + * - the loser has already been merged (mergedIntoClientId set) + * - the winner is itself archived + */ +export async function mergeClients(opts: MergeOptions): Promise { + if (opts.winnerId === opts.loserId) { + throw new Error('Cannot merge a client into itself'); + } + + return await db.transaction(async (tx) => { + // ── Lock both rows for the duration. The first FOR UPDATE that + // arrives wins; a concurrent second merge of the same loser + // will see `mergedIntoClientId` set and bail. ────────────────────── + const [winnerRow] = await tx + .select() + .from(clients) + .where(eq(clients.id, opts.winnerId)) + .for('update'); + const [loserRow] = await tx + .select() + .from(clients) + .where(eq(clients.id, opts.loserId)) + .for('update'); + + if (!winnerRow) throw new Error(`Winner client ${opts.winnerId} not found`); + if (!loserRow) throw new Error(`Loser client ${opts.loserId} not found`); + if (winnerRow.portId !== loserRow.portId) { + throw new Error('Cannot merge clients across different ports'); + } + if (loserRow.mergedIntoClientId) { + throw new Error(`Loser ${opts.loserId} already merged into ${loserRow.mergedIntoClientId}`); + } + if (winnerRow.archivedAt) { + throw new Error('Cannot merge into an archived client'); + } + + // ── Snapshot the loser's full state before any mutation. Used by + // `unmergeClients` to restore within the undo window. ────────────── + const loserContacts = await tx + .select() + .from(clientContacts) + .where(eq(clientContacts.clientId, opts.loserId)); + const loserAddresses = await tx + .select() + .from(clientAddresses) + .where(eq(clientAddresses.clientId, opts.loserId)); + const loserNotes = await tx + .select() + .from(clientNotes) + .where(eq(clientNotes.clientId, opts.loserId)); + const loserTags = await tx + .select() + .from(clientTags) + .where(eq(clientTags.clientId, opts.loserId)); + const loserInterests = await tx + .select({ id: interests.id }) + .from(interests) + .where(eq(interests.clientId, opts.loserId)); + const loserReservations = await tx + .select({ id: berthReservations.id }) + .from(berthReservations) + .where(eq(berthReservations.clientId, opts.loserId)); + const loserRelationshipsAsA = await tx + .select() + .from(clientRelationships) + .where(eq(clientRelationships.clientAId, opts.loserId)); + const loserRelationshipsAsB = await tx + .select() + .from(clientRelationships) + .where(eq(clientRelationships.clientBId, opts.loserId)); + + const snapshot = { + loser: loserRow, + contacts: loserContacts, + addresses: loserAddresses, + notes: loserNotes, + tags: loserTags, + interests: loserInterests.map((r) => r.id), + reservations: loserReservations.map((r) => r.id), + relationshipsAsA: loserRelationshipsAsA, + relationshipsAsB: loserRelationshipsAsB, + fieldChoices: opts.fieldChoices ?? {}, + mergedAt: new Date().toISOString(), + }; + + // ── Apply field choices on the winner. We only touch fields the + // caller explicitly asked to copy from the loser; everything + // else stays as-is. ──────────────────────────────────────────────── + const fieldUpdates: Partial = {}; + if (opts.fieldChoices?.fullName === 'loser') fieldUpdates.fullName = loserRow.fullName; + if (opts.fieldChoices?.nationalityIso === 'loser') + fieldUpdates.nationalityIso = loserRow.nationalityIso; + if (opts.fieldChoices?.preferredContactMethod === 'loser') + fieldUpdates.preferredContactMethod = loserRow.preferredContactMethod; + if (opts.fieldChoices?.preferredLanguage === 'loser') + fieldUpdates.preferredLanguage = loserRow.preferredLanguage; + if (opts.fieldChoices?.timezone === 'loser') fieldUpdates.timezone = loserRow.timezone; + if (opts.fieldChoices?.source === 'loser') fieldUpdates.source = loserRow.source; + if (opts.fieldChoices?.sourceDetails === 'loser') + fieldUpdates.sourceDetails = loserRow.sourceDetails; + + if (Object.keys(fieldUpdates).length > 0) { + await tx + .update(clients) + .set({ ...fieldUpdates, updatedAt: new Date() }) + .where(eq(clients.id, opts.winnerId)); + } + + // ── Reattach. Each table that points at the loser via clientId + // gets pointed at the winner instead. ───────────────────────────── + + const movedInterests = ( + await tx + .update(interests) + .set({ clientId: opts.winnerId, updatedAt: new Date() }) + .where(eq(interests.clientId, opts.loserId)) + .returning({ id: interests.id }) + ).length; + + const movedReservations = ( + await tx + .update(berthReservations) + .set({ clientId: opts.winnerId, updatedAt: new Date() }) + .where(eq(berthReservations.clientId, opts.loserId)) + .returning({ id: berthReservations.id }) + ).length; + + // Contacts: move loser's contacts to winner, but DON'T duplicate any + // already-present (channel, value) pair. Loser-only ones get + // demoted to non-primary so the winner's primary stays intact. + const winnerContacts = await tx + .select({ channel: clientContacts.channel, value: clientContacts.value }) + .from(clientContacts) + .where(eq(clientContacts.clientId, opts.winnerId)); + const winnerContactKeys = new Set( + winnerContacts.map((c) => `${c.channel}::${c.value.toLowerCase()}`), + ); + + let movedContacts = 0; + for (const c of loserContacts) { + const key = `${c.channel}::${c.value.toLowerCase()}`; + if (winnerContactKeys.has(key)) { + // Winner already has this contact — drop loser's row (cascade + // will clean up when loser is archived). But we keep snapshot + // so undo restores it. + continue; + } + await tx + .update(clientContacts) + .set({ clientId: opts.winnerId, isPrimary: false, updatedAt: new Date() }) + .where(eq(clientContacts.id, c.id)); + movedContacts += 1; + } + + // Addresses: same shape as contacts, but uniqueness is harder to + // detect cleanly (free-text street). Just move them all and let the + // user dedupe in the UI later. + const movedAddresses = ( + await tx + .update(clientAddresses) + .set({ clientId: opts.winnerId, isPrimary: false, updatedAt: new Date() }) + .where(eq(clientAddresses.clientId, opts.loserId)) + .returning({ id: clientAddresses.id }) + ).length; + + const movedNotes = ( + await tx + .update(clientNotes) + .set({ clientId: opts.winnerId, updatedAt: new Date() }) + .where(eq(clientNotes.clientId, opts.loserId)) + .returning({ id: clientNotes.id }) + ).length; + + // Tags: copy any loser-only tag to the winner; drop overlap. + const winnerTags = await tx + .select({ tagId: clientTags.tagId }) + .from(clientTags) + .where(eq(clientTags.clientId, opts.winnerId)); + const winnerTagSet = new Set(winnerTags.map((t) => t.tagId)); + let movedTags = 0; + for (const t of loserTags) { + if (!winnerTagSet.has(t.tagId)) { + await tx.insert(clientTags).values({ clientId: opts.winnerId, tagId: t.tagId }); + movedTags += 1; + } + } + await tx.delete(clientTags).where(eq(clientTags.clientId, opts.loserId)); + + // Relationships: rewrite each FK side to point at the winner. Keep + // both sides regardless — even if A and B both end up as the same + // person, the row is preserved for audit; the UI hides self-loops. + const movedRelationships = + ( + await tx + .update(clientRelationships) + .set({ clientAId: opts.winnerId }) + .where(eq(clientRelationships.clientAId, opts.loserId)) + .returning({ id: clientRelationships.id }) + ).length + + ( + await tx + .update(clientRelationships) + .set({ clientBId: opts.winnerId }) + .where(eq(clientRelationships.clientBId, opts.loserId)) + .returning({ id: clientRelationships.id }) + ).length; + + // ── Archive the loser. Row stays in DB for the undo window; + // `mergedIntoClientId` is the redirect pointer for any stragglers + // (links / direct queries / saved views). ────────────────────────── + await tx + .update(clients) + .set({ + archivedAt: new Date(), + mergedIntoClientId: opts.winnerId, + updatedAt: new Date(), + }) + .where(eq(clients.id, opts.loserId)); + + // ── Mark any open merge candidate row for this pair as resolved. ─── + await tx + .update(clientMergeCandidates) + .set({ + status: 'merged', + resolvedAt: new Date(), + resolvedBy: opts.mergedBy, + }) + .where( + and( + eq(clientMergeCandidates.portId, winnerRow.portId), + // pair stored in canonical order — match either direction + sql`( + (${clientMergeCandidates.clientAId} = ${opts.winnerId} + AND ${clientMergeCandidates.clientBId} = ${opts.loserId}) + OR + (${clientMergeCandidates.clientAId} = ${opts.loserId} + AND ${clientMergeCandidates.clientBId} = ${opts.winnerId}) + )`, + ), + ); + + // ── Write the merge log + audit log. ──────────────────────────────── + const [logRow] = await tx + .insert(clientMergeLog) + .values({ + portId: winnerRow.portId, + survivingClientId: opts.winnerId, + mergedClientId: opts.loserId, + mergedBy: opts.mergedBy, + mergeDetails: snapshot, + }) + .returning({ id: clientMergeLog.id }); + + await tx.insert(auditLogs).values({ + portId: winnerRow.portId, + userId: opts.mergedBy, + entityType: 'client', + entityId: opts.winnerId, + action: 'merge', + newValue: { + loserId: opts.loserId, + loserName: loserRow.fullName, + movedInterests, + movedReservations, + movedContacts, + movedAddresses, + }, + }); + + return { + mergeLogId: logRow!.id, + movedRows: { + interests: movedInterests, + contacts: movedContacts, + addresses: movedAddresses, + notes: movedNotes, + tags: movedTags, + relationships: movedRelationships, + reservations: movedReservations, + }, + }; + }); +} + +// ─── Convenience: list merge candidates for a port ────────────────────────── + +export interface MergeCandidatePair { + id: string; + clientAId: string; + clientBId: string; + score: number; + reasons: string[]; + status: string; + createdAt: Date; +} + +/** Fetch pending merge candidate pairs for the admin review queue. */ +export async function listPendingMergeCandidates(portId: string): Promise { + const rows = await db + .select() + .from(clientMergeCandidates) + .where( + and(eq(clientMergeCandidates.portId, portId), eq(clientMergeCandidates.status, 'pending')), + ) + .orderBy(sql`${clientMergeCandidates.score} DESC`); + + return rows.map((r) => ({ + id: r.id, + clientAId: r.clientAId, + clientBId: r.clientBId, + score: r.score, + reasons: Array.isArray(r.reasons) ? (r.reasons as string[]) : [], + status: r.status, + createdAt: r.createdAt, + })); +} diff --git a/tests/integration/dedup/client-merge.test.ts b/tests/integration/dedup/client-merge.test.ts new file mode 100644 index 0000000..7c4ff63 --- /dev/null +++ b/tests/integration/dedup/client-merge.test.ts @@ -0,0 +1,183 @@ +/** + * Client merge service — end-to-end integration test. + * + * Spins up two real clients in a real port via the factory helpers, + * attaches a few satellites (interest, contact, address, note), + * merges them, and asserts everything survived in the right place + * with the merge log written. + */ +import { describe, expect, it } from 'vitest'; +import { eq } from 'drizzle-orm'; + +import { db } from '@/lib/db'; +import { clients, clientContacts, clientNotes, clientMergeLog } from '@/lib/db/schema/clients'; +import { interests } from '@/lib/db/schema/interests'; +import { mergeClients } from '@/lib/services/client-merge.service'; +import { makeClient, makePort, makeBerth } from '../../helpers/factories'; + +describe('mergeClients', () => { + it('moves interests and contacts from loser to winner; archives loser; writes merge log', async () => { + const port = await makePort(); + const winner = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus Laurent' }, + }); + const loser = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus Laurent (dup)' }, + }); + + // Attach contact + interest to loser + await db.insert(clientContacts).values({ + clientId: loser.id, + channel: 'email', + value: 'marcus@example.com', + isPrimary: true, + }); + await db.insert(clientNotes).values({ + clientId: loser.id, + authorId: 'test-user', + content: 'Loser-side note', + }); + const berth = await makeBerth({ portId: port.id }); + await db.insert(interests).values({ + portId: port.id, + clientId: loser.id, + berthId: berth.id, + pipelineStage: 'open', + leadCategory: 'general_interest', + }); + + // ── Merge ───────────────────────────────────────────────────────────── + const result = await mergeClients({ + winnerId: winner.id, + loserId: loser.id, + mergedBy: 'test-user', + }); + + expect(result.movedRows.interests).toBe(1); + expect(result.movedRows.contacts).toBe(1); + expect(result.movedRows.notes).toBe(1); + + // ── Loser should be archived with mergedIntoClientId set ────────────── + const [archivedLoser] = await db.select().from(clients).where(eq(clients.id, loser.id)); + expect(archivedLoser?.archivedAt).not.toBeNull(); + expect(archivedLoser?.mergedIntoClientId).toBe(winner.id); + + // ── All loser-side rows now point at the winner ─────────────────────── + const winnerInterests = await db + .select() + .from(interests) + .where(eq(interests.clientId, winner.id)); + expect(winnerInterests).toHaveLength(1); + + const winnerContacts = await db + .select() + .from(clientContacts) + .where(eq(clientContacts.clientId, winner.id)); + expect(winnerContacts.find((c) => c.value === 'marcus@example.com')).toBeDefined(); + + const winnerNotes = await db + .select() + .from(clientNotes) + .where(eq(clientNotes.clientId, winner.id)); + expect(winnerNotes.find((n) => n.content === 'Loser-side note')).toBeDefined(); + + // ── Merge log row exists with snapshot ──────────────────────────────── + const [log] = await db + .select() + .from(clientMergeLog) + .where(eq(clientMergeLog.id, result.mergeLogId)); + expect(log?.survivingClientId).toBe(winner.id); + expect(log?.mergedClientId).toBe(loser.id); + expect(log?.mergedBy).toBe('test-user'); + expect(log?.mergeDetails).toBeDefined(); + }); + + it('refuses to merge a client into itself', async () => { + const port = await makePort(); + const c = await makeClient({ portId: port.id }); + await expect(mergeClients({ winnerId: c.id, loserId: c.id, mergedBy: 'u' })).rejects.toThrow( + /itself/i, + ); + }); + + it('refuses to merge across different ports', async () => { + const portA = await makePort(); + const portB = await makePort(); + const a = await makeClient({ portId: portA.id }); + const b = await makeClient({ portId: portB.id }); + await expect(mergeClients({ winnerId: a.id, loserId: b.id, mergedBy: 'u' })).rejects.toThrow( + /different ports/i, + ); + }); + + it('refuses to merge a client that has already been merged', async () => { + const port = await makePort(); + const winner = await makeClient({ portId: port.id }); + const loser = await makeClient({ portId: port.id }); + // First merge succeeds. + await mergeClients({ winnerId: winner.id, loserId: loser.id, mergedBy: 'u' }); + // Second merge of the same loser should refuse. + const winner2 = await makeClient({ portId: port.id }); + await expect( + mergeClients({ winnerId: winner2.id, loserId: loser.id, mergedBy: 'u' }), + ).rejects.toThrow(/already merged/i); + }); + + it('drops duplicate contact rows during reattach', async () => { + const port = await makePort(); + const winner = await makeClient({ portId: port.id }); + const loser = await makeClient({ portId: port.id }); + + // Both have the same email contact. + await db.insert(clientContacts).values({ + clientId: winner.id, + channel: 'email', + value: 'same@example.com', + isPrimary: true, + }); + await db.insert(clientContacts).values({ + clientId: loser.id, + channel: 'email', + value: 'same@example.com', + isPrimary: true, + }); + + const result = await mergeClients({ + winnerId: winner.id, + loserId: loser.id, + mergedBy: 'u', + }); + + expect(result.movedRows.contacts).toBe(0); // duplicate dropped + const winnerEmails = await db + .select() + .from(clientContacts) + .where(eq(clientContacts.clientId, winner.id)); + // Winner kept exactly one copy of the shared email. + expect(winnerEmails.filter((c) => c.value === 'same@example.com')).toHaveLength(1); + }); + + it('applies fieldChoices to copy loser values onto the winner', async () => { + const port = await makePort(); + const winner = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus L.' }, + }); + const loser = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus Laurent' }, + }); + + await mergeClients({ + winnerId: winner.id, + loserId: loser.id, + mergedBy: 'u', + fieldChoices: { fullName: 'loser' }, + }); + + const [updatedWinner] = await db.select().from(clients).where(eq(clients.id, winner.id)); + expect(updatedWinner?.fullName).toBe('Marcus Laurent'); + }); +}); diff --git a/tests/integration/dedup/match-candidates-api.test.ts b/tests/integration/dedup/match-candidates-api.test.ts new file mode 100644 index 0000000..444d1ad --- /dev/null +++ b/tests/integration/dedup/match-candidates-api.test.ts @@ -0,0 +1,157 @@ +/** + * Match-candidates API — integration test. + * + * Exercises the GET /api/v1/clients/match-candidates handler against a + * real port + clients pool. Verifies the dedup library's at-create + * suggestion path returns the right candidates and confidence tiers + * for the "use existing client?" form interruption. + */ +import { describe, expect, it } from 'vitest'; + +import { db } from '@/lib/db'; +import { clientContacts } from '@/lib/db/schema/clients'; +import { getMatchCandidatesHandler } from '@/app/api/v1/clients/match-candidates/handlers'; +import { makeMockCtx, makeMockRequest } from '../../helpers/route-tester'; +import { makeClient, makePort } from '../../helpers/factories'; + +interface MatchData { + clientId: string; + fullName: string; + score: number; + confidence: 'high' | 'medium' | 'low'; + reasons: string[]; + interestCount: number; +} + +async function callHandler( + ctx: ReturnType, + query: Record, +): Promise { + const url = new URL('http://localhost/api/v1/clients/match-candidates'); + for (const [k, v] of Object.entries(query)) url.searchParams.set(k, v); + const req = makeMockRequest('GET', url.toString()); + const res = await getMatchCandidatesHandler(req, ctx); + expect(res.status).toBe(200); + const body = await res.json(); + return body.data as MatchData[]; +} + +describe('GET /api/v1/clients/match-candidates', () => { + it('returns empty when nothing actionable was provided', async () => { + const port = await makePort(); + const ctx = makeMockCtx({ portId: port.id }); + const data = await callHandler(ctx, {}); + expect(data).toEqual([]); + }); + + it('finds an existing client by exact email match (high confidence)', async () => { + const port = await makePort(); + const ctx = makeMockCtx({ portId: port.id }); + const existing = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus Laurent' }, + }); + await db.insert(clientContacts).values({ + clientId: existing.id, + channel: 'email', + value: 'marcus@example.com', + isPrimary: true, + }); + await db.insert(clientContacts).values({ + clientId: existing.id, + channel: 'phone', + value: '+15551234567', + valueE164: '+15551234567', + isPrimary: true, + }); + + const data = await callHandler(ctx, { + email: 'Marcus@example.com', + phone: '+15551234567', + name: 'Marcus Laurent', + }); + + expect(data).toHaveLength(1); + expect(data[0]!.clientId).toBe(existing.id); + expect(data[0]!.confidence).toBe('high'); + expect(data[0]!.reasons).toEqual(expect.arrayContaining(['email match', 'phone match'])); + }); + + it('does not surface unrelated clients in the same port', async () => { + const port = await makePort(); + const ctx = makeMockCtx({ portId: port.id }); + const target = await makeClient({ + portId: port.id, + overrides: { fullName: 'Marcus Laurent' }, + }); + await db.insert(clientContacts).values({ + clientId: target.id, + channel: 'email', + value: 'marcus@example.com', + isPrimary: true, + }); + // An unrelated client. + const unrelated = await makeClient({ + portId: port.id, + overrides: { fullName: 'Bob Smith' }, + }); + await db.insert(clientContacts).values({ + clientId: unrelated.id, + channel: 'email', + value: 'bob@example.org', + isPrimary: true, + }); + + const data = await callHandler(ctx, { email: 'marcus@example.com' }); + expect(data.map((d) => d.clientId)).toEqual([target.id]); + }); + + it('returns medium-confidence partial matches', async () => { + // Same name, different contact info — Pattern F territory. + const port = await makePort(); + const ctx = makeMockCtx({ portId: port.id }); + const existing = await makeClient({ + portId: port.id, + overrides: { fullName: 'Etiennette Clamouze' }, + }); + await db.insert(clientContacts).values({ + clientId: existing.id, + channel: 'email', + value: 'clamouze.etiennette@gmail.com', + isPrimary: true, + }); + + const data = await callHandler(ctx, { + // Different email + phone, same name. + email: 'etiennette@the-manoah.com', + name: 'Etiennette Clamouze', + }); + + // Either no match (low confidence filtered out) or a medium one — + // either is fine. Critically, NOT high. + if (data.length > 0) { + expect(data[0]!.confidence).not.toBe('high'); + } + }); + + it('does not leak across ports', async () => { + const portA = await makePort(); + const portB = await makePort(); + + const ctxA = makeMockCtx({ portId: portA.id }); + const inB = await makeClient({ + portId: portB.id, + overrides: { fullName: 'In Port B' }, + }); + await db.insert(clientContacts).values({ + clientId: inB.id, + channel: 'email', + value: 'b@example.com', + isPrimary: true, + }); + + // Caller is in port A, asking for an email that lives in port B. + const data = await callHandler(ctxA, { email: 'b@example.com' }); + expect(data).toEqual([]); + }); +});