feat(inquiries): list/get/triage/convert service + API routes (find-or-create client)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

src/lib/services/inquiries.service.ts

@@ -0,0 +1,242 @@
+/**
+ * Inquiries workbench service — read/triage/convert over `website_submissions`.
+ *
+ * The capture endpoint (`/api/public/website-inquiries`) writes raw submissions;
+ * this service is the operator-facing layer: list/filter, triage state changes,
+ * and converting an inquiry into proper CRM entities (client and/or interest)
+ * with the submission row linked back to what it produced.
+ */
+
+import { and, eq, inArray, isNull, sql, type SQL } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { websiteSubmissions } from '@/lib/db/schema/website-submissions';
+import { clients, clientContacts } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { buildListQuery } from '@/lib/db/query-builder';
+import { createAuditLog, type AuditMeta } from '@/lib/audit';
+import { ConflictError, NotFoundError } from '@/lib/errors';
+import { createClient } from './clients.service';
+import { createInterest } from './interests.service';
+import { extractInquiryFields } from './website-intake-fields';
+import { createClientSchema } from '@/lib/validators/clients';
+import { createInterestSchema } from '@/lib/validators/interests';
+import type { ListInquiriesInput } from '@/lib/validators/inquiries';
+
+type TriageState = 'open' | 'assigned' | 'converted' | 'dismissed';
+
+const SORTABLE = {
+  receivedAt: websiteSubmissions.receivedAt,
+  kind: websiteSubmissions.kind,
+  triageState: websiteSubmissions.triageState,
+  contactName: websiteSubmissions.contactName,
+} as const;
+
+export async function listInquiries(portId: string, query: ListInquiriesInput) {
+  const filters: SQL[] = [];
+  if (query.kind) filters.push(eq(websiteSubmissions.kind, query.kind));
+  if (query.state === 'inbox') {
+    filters.push(inArray(websiteSubmissions.triageState, ['open', 'assigned']));
+  } else if (query.state !== 'all') {
+    filters.push(eq(websiteSubmissions.triageState, query.state));
+  }
+
+  const sortColumn =
+    query.sort && query.sort in SORTABLE
+      ? SORTABLE[query.sort as keyof typeof SORTABLE]
+      : undefined;
+
+  return buildListQuery<typeof websiteSubmissions.$inferSelect>({
+    table: websiteSubmissions,
+    portIdColumn: websiteSubmissions.portId,
+    portId,
+    idColumn: websiteSubmissions.id,
+    // website_submissions has no updatedAt; receivedAt is the natural clock and
+    // the deterministic tail-sort.
+    updatedAtColumn: websiteSubmissions.receivedAt,
+    searchColumns: [websiteSubmissions.contactName, websiteSubmissions.contactEmail],
+    searchTerm: query.search,
+    filters,
+    sort: sortColumn ? { column: sortColumn, direction: query.order } : undefined,
+    page: query.page,
+    pageSize: query.limit,
+  });
+}
+
+export async function getInquiryById(id: string, portId: string) {
+  const row = await loadInquiry(id, portId);
+
+  const convertedClient = row.convertedClientId
+    ? ((
+        await db
+          .select({ id: clients.id, fullName: clients.fullName })
+          .from(clients)
+          .where(eq(clients.id, row.convertedClientId))
+          .limit(1)
+      )[0] ?? null)
+    : null;
+
+  const convertedInterest = row.convertedInterestId
+    ? ((
+        await db
+          .select({ id: interests.id, pipelineStage: interests.pipelineStage })
+          .from(interests)
+          .where(eq(interests.id, row.convertedInterestId))
+          .limit(1)
+      )[0] ?? null)
+    : null;
+
+  return { ...row, convertedClient, convertedInterest };
+}
+
+export async function triageInquiry(
+  id: string,
+  portId: string,
+  state: TriageState,
+  meta: AuditMeta,
+) {
+  const [updated] = await db
+    .update(websiteSubmissions)
+    .set({ triageState: state, triagedAt: new Date(), triagedBy: meta.userId })
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)))
+    .returning();
+  if (!updated) throw new NotFoundError('inquiry');
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'website_submission',
+    entityId: id,
+    fieldChanged: 'triageState',
+    newValue: { triageState: state },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+  return updated;
+}
+
+export async function convertInquiryToClient(id: string, portId: string, meta: AuditMeta) {
+  const row = await loadInquiry(id, portId);
+  // Idempotent: if already linked to a client, return it rather than duplicate.
+  if (row.convertedClientId) return { clientId: row.convertedClientId, interestId: null };
+
+  const clientId = await findOrCreateClientFromInquiry(row, meta);
+  await markConverted(id, portId, { clientId }, meta);
+  return { clientId, interestId: null };
+}
+
+export async function convertInquiryToInterest(id: string, portId: string, meta: AuditMeta) {
+  const row = await loadInquiry(id, portId);
+  if (row.convertedInterestId) {
+    throw new ConflictError('Inquiry has already been converted to an interest.');
+  }
+
+  const clientId = row.convertedClientId ?? (await findOrCreateClientFromInquiry(row, meta));
+
+  const interestData = createInterestSchema.parse({
+    clientId,
+    pipelineStage: 'enquiry',
+    source: 'website',
+  });
+  const interest = await createInterest(portId, interestData, meta);
+
+  await markConverted(id, portId, { clientId, interestId: interest.id }, meta);
+  return { clientId, interestId: interest.id };
+}
+
+// ─── internals ────────────────────────────────────────────────────────────────
+
+async function loadInquiry(id: string, portId: string) {
+  const [row] = await db
+    .select()
+    .from(websiteSubmissions)
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)))
+    .limit(1);
+  if (!row) throw new NotFoundError('inquiry');
+  return row;
+}
+
+/**
+ * Find a single in-port client whose email contact matches the inquiry's email,
+ * else create a new client from the payload. Returns the client id.
+ */
+async function findOrCreateClientFromInquiry(
+  row: typeof websiteSubmissions.$inferSelect,
+  meta: AuditMeta,
+): Promise<string> {
+  const fields = extractInquiryFields((row.payload ?? {}) as Record<string, unknown>);
+  const email = (row.contactEmail ?? fields.email ?? '').trim();
+
+  if (email) {
+    const matches = await db
+      .selectDistinct({ id: clients.id })
+      .from(clients)
+      .innerJoin(clientContacts, eq(clientContacts.clientId, clients.id))
+      .where(
+        and(
+          eq(clients.portId, meta.portId),
+          isNull(clients.archivedAt),
+          eq(clientContacts.channel, 'email'),
+          sql`lower(${clientContacts.value}) = ${email.toLowerCase()}`,
+        ),
+      )
+      .limit(2);
+    // Only auto-link on an unambiguous single match.
+    if (matches.length === 1) return matches[0]!.id;
+  }
+
+  const contacts: Array<{
+    channel: 'email' | 'phone' | 'other';
+    value: string;
+    isPrimary?: boolean;
+  }> = [];
+  if (email) contacts.push({ channel: 'email', value: email, isPrimary: true });
+  const phone = (fields.phone ?? '').trim();
+  if (phone) contacts.push({ channel: 'phone', value: phone });
+  if (contacts.length === 0) {
+    // Schema requires ≥1 contact; fall back to a name-bearing "other" contact.
+    contacts.push({ channel: 'other', value: row.contactName ?? 'Website inquiry' });
+  }
+
+  const fullName = (row.contactName ?? fields.fullName ?? email ?? '').trim() || 'Website inquiry';
+
+  const clientData = createClientSchema.parse({
+    fullName,
+    contacts,
+    source: 'website',
+    sourceInquiryId: row.id,
+  });
+  const client = await createClient(meta.portId, clientData, meta);
+  return client.id;
+}
+
+async function markConverted(
+  id: string,
+  portId: string,
+  refs: { clientId: string; interestId?: string },
+  meta: AuditMeta,
+) {
+  await db
+    .update(websiteSubmissions)
+    .set({
+      convertedClientId: refs.clientId,
+      ...(refs.interestId ? { convertedInterestId: refs.interestId } : {}),
+      triageState: 'converted',
+      triagedAt: new Date(),
+      triagedBy: meta.userId,
+    })
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)));
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'website_submission',
+    entityId: id,
+    fieldChanged: 'triageState',
+    newValue: { triageState: 'converted', ...refs },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+}