Initial commit: Port Nimara CRM (Layers 0-4)

Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
commit 67d7e6e3d5
572 changed files with 86496 additions and 0 deletions
--- a/src/lib/services/clients.service.ts
+++ b/src/lib/services/clients.service.ts
@@ -0,0 +1,489 @@
+import { and, eq, ilike, inArray, or } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import {
+  clients,
+  clientContacts,
+  clientRelationships,
+  clientTags,
+} from '@/lib/db/schema/clients';
+import { tags } from '@/lib/db/schema/system';
+import { createAuditLog } from '@/lib/audit';
+import { NotFoundError } from '@/lib/errors';
+import { emitToRoom } from '@/lib/socket/server';
+import { buildListQuery } from '@/lib/db/query-builder';
+import { diffEntity } from '@/lib/entity-diff';
+import { softDelete, restore, withTransaction } from '@/lib/db/utils';
+import type {
+  CreateClientInput,
+  UpdateClientInput,
+  ListClientsInput,
+} from '@/lib/validators/clients';
+
+// ─── Types ────────────────────────────────────────────────────────────────────
+
+interface AuditMeta {
+  userId: string;
+  portId: string;
+  ipAddress: string;
+  userAgent: string;
+}
+
+// ─── List ─────────────────────────────────────────────────────────────────────
+
+export async function listClients(portId: string, query: ListClientsInput) {
+  const { page, limit, sort, order, search, includeArchived, source, nationality, isProxy, tagIds } = query;
+
+  const filters = [];
+
+  if (source) {
+    filters.push(eq(clients.source, source));
+  }
+  if (nationality) {
+    filters.push(ilike(clients.nationality, `%${nationality}%`));
+  }
+  if (isProxy !== undefined) {
+    filters.push(eq(clients.isProxy, isProxy));
+  }
+  if (tagIds && tagIds.length > 0) {
+    const clientsWithTags = await db
+      .selectDistinct({ clientId: clientTags.clientId })
+      .from(clientTags)
+      .where(inArray(clientTags.tagId, tagIds));
+    const matchingIds = clientsWithTags.map((r) => r.clientId);
+    if (matchingIds.length > 0) {
+      filters.push(inArray(clients.id, matchingIds));
+    } else {
+      // No clients match these tags — return empty
+      return { data: [], total: 0 };
+    }
+  }
+
+  let sortColumn: typeof clients.fullName | typeof clients.createdAt | typeof clients.updatedAt =
+    clients.updatedAt;
+  if (sort === 'fullName') sortColumn = clients.fullName;
+  else if (sort === 'createdAt') sortColumn = clients.createdAt;
+
+  const result = await buildListQuery({
+    table: clients,
+    portIdColumn: clients.portId,
+    portId,
+    idColumn: clients.id,
+    updatedAtColumn: clients.updatedAt,
+    searchColumns: [clients.fullName, clients.companyName],
+    searchTerm: search,
+    filters,
+    sort: sort ? { column: sortColumn, direction: order } : undefined,
+    page,
+    pageSize: limit,
+    includeArchived,
+    archivedAtColumn: clients.archivedAt,
+  });
+
+  return result;
+}
+
+// ─── Get by ID ────────────────────────────────────────────────────────────────
+
+export async function getClientById(id: string, portId: string) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, id),
+  });
+
+  if (!client || client.portId !== portId) {
+    throw new NotFoundError('Client');
+  }
+
+  const contacts = await db.query.clientContacts.findMany({
+    where: eq(clientContacts.clientId, id),
+    orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
+  });
+
+  const clientTagRows = await db
+    .select({ tag: tags })
+    .from(clientTags)
+    .innerJoin(tags, eq(clientTags.tagId, tags.id))
+    .where(eq(clientTags.clientId, id));
+
+  return {
+    ...client,
+    contacts,
+    tags: clientTagRows.map((r) => r.tag),
+  };
+}
+
+// ─── Create ───────────────────────────────────────────────────────────────────
+
+export async function createClient(
+  portId: string,
+  data: CreateClientInput,
+  meta: AuditMeta,
+) {
+  const result = await withTransaction(async (tx) => {
+    const { contacts: contactsInput, tagIds, ...clientData } = data;
+
+    const [client] = await tx
+      .insert(clients)
+      .values({ portId, ...clientData })
+      .returning();
+
+    if (contactsInput.length > 0) {
+      await tx.insert(clientContacts).values(
+        contactsInput.map((c) => ({ clientId: client!.id, ...c })),
+      );
+    }
+
+    if (tagIds && tagIds.length > 0) {
+      await tx.insert(clientTags).values(
+        tagIds.map((tagId) => ({ clientId: client!.id, tagId })),
+      );
+    }
+
+    return client!;
+  });
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'create',
+    entityType: 'client',
+    entityId: result.id,
+    newValue: { fullName: result.fullName, companyName: result.companyName },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:created', { clientId: result.id, clientName: result.fullName ?? '', source: result.source ?? '' });
+
+  void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
+    dispatchWebhookEvent(portId, 'client:created', { clientId: result.id }),
+  );
+
+  return result;
+}
+
+// ─── Update ───────────────────────────────────────────────────────────────────
+
+export async function updateClient(
+  id: string,
+  portId: string,
+  data: UpdateClientInput,
+  meta: AuditMeta,
+) {
+  const existing = await db.query.clients.findFirst({
+    where: eq(clients.id, id),
+  });
+
+  if (!existing || existing.portId !== portId) {
+    throw new NotFoundError('Client');
+  }
+
+  const { diff } = diffEntity(existing as Record<string, unknown>, data as Record<string, unknown>);
+
+  const [updated] = await db
+    .update(clients)
+    .set({ ...data, updatedAt: new Date() })
+    .where(and(eq(clients.id, id), eq(clients.portId, portId)))
+    .returning();
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'client',
+    entityId: id,
+    oldValue: diff as any,
+    newValue: data as any,
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:updated', { clientId: id, changedFields: Object.keys(diff) });
+
+  void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
+    dispatchWebhookEvent(portId, 'client:updated', { clientId: id }),
+  );
+
+  return updated;
+}
+
+// ─── Archive / Restore ────────────────────────────────────────────────────────
+
+export async function archiveClient(id: string, portId: string, meta: AuditMeta) {
+  const existing = await db.query.clients.findFirst({
+    where: eq(clients.id, id),
+  });
+
+  if (!existing || existing.portId !== portId) {
+    throw new NotFoundError('Client');
+  }
+
+  await softDelete(clients, clients.id, id);
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'archive',
+    entityType: 'client',
+    entityId: id,
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:archived', { clientId: id });
+
+  void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
+    dispatchWebhookEvent(portId, 'client:archived', { clientId: id }),
+  );
+}
+
+export async function restoreClient(id: string, portId: string, meta: AuditMeta) {
+  const existing = await db.query.clients.findFirst({
+    where: eq(clients.id, id),
+  });
+
+  if (!existing || existing.portId !== portId) {
+    throw new NotFoundError('Client');
+  }
+
+  await restore(clients, clients.id, id);
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'restore',
+    entityType: 'client',
+    entityId: id,
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:restored', { clientId: id });
+}
+
+// ─── Contacts ─────────────────────────────────────────────────────────────────
+
+export async function listContacts(clientId: string, portId: string) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  return db.query.clientContacts.findMany({
+    where: eq(clientContacts.clientId, clientId),
+    orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
+  });
+}
+
+export async function addContact(
+  clientId: string,
+  portId: string,
+  data: { channel: string; value: string; label?: string; isPrimary?: boolean; notes?: string },
+  meta: AuditMeta,
+) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  const [contact] = await db
+    .insert(clientContacts)
+    .values({ clientId, ...data })
+    .returning();
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'create',
+    entityType: 'clientContact',
+    entityId: contact!.id,
+    newValue: { clientId, channel: contact!.channel },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
+
+  return contact!;
+}
+
+export async function updateContact(
+  contactId: string,
+  clientId: string,
+  portId: string,
+  data: Partial<{ channel: string; value: string; label: string; isPrimary: boolean; notes: string }>,
+  meta: AuditMeta,
+) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  const contact = await db.query.clientContacts.findFirst({
+    where: and(eq(clientContacts.id, contactId), eq(clientContacts.clientId, clientId)),
+  });
+  if (!contact) throw new NotFoundError('Contact');
+
+  const [updated] = await db
+    .update(clientContacts)
+    .set({ ...data, updatedAt: new Date() })
+    .where(eq(clientContacts.id, contactId))
+    .returning();
+
+  emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
+
+  return updated;
+}
+
+export async function removeContact(
+  contactId: string,
+  clientId: string,
+  portId: string,
+  meta: AuditMeta,
+) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  const contact = await db.query.clientContacts.findFirst({
+    where: and(eq(clientContacts.id, contactId), eq(clientContacts.clientId, clientId)),
+  });
+  if (!contact) throw new NotFoundError('Contact');
+
+  await db.delete(clientContacts).where(eq(clientContacts.id, contactId));
+
+  emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
+}
+
+// ─── Tags ─────────────────────────────────────────────────────────────────────
+
+export async function setClientTags(
+  clientId: string,
+  portId: string,
+  tagIds: string[],
+  meta: AuditMeta,
+) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  await db.delete(clientTags).where(eq(clientTags.clientId, clientId));
+
+  if (tagIds.length > 0) {
+    await db.insert(clientTags).values(tagIds.map((tagId) => ({ clientId, tagId })));
+  }
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'client',
+    entityId: clientId,
+    newValue: { tagIds },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['tags'] });
+}
+
+// ─── Relationships ────────────────────────────────────────────────────────────
+
+export async function listRelationships(clientId: string, portId: string) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  return db.query.clientRelationships.findMany({
+    where: (r, { or, eq }) =>
+      or(eq(r.clientAId, clientId), eq(r.clientBId, clientId)),
+  });
+}
+
+export async function createRelationship(
+  clientId: string,
+  portId: string,
+  data: { clientBId: string; relationshipType: string; description?: string },
+  meta: AuditMeta,
+) {
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+  if (!client || client.portId !== portId) throw new NotFoundError('Client');
+
+  const [rel] = await db
+    .insert(clientRelationships)
+    .values({ portId, clientAId: clientId, ...data })
+    .returning();
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'create',
+    entityType: 'clientRelationship',
+    entityId: rel!.id,
+    newValue: { clientAId: clientId, clientBId: data.clientBId, type: data.relationshipType },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  return rel!;
+}
+
+export async function deleteRelationship(
+  relId: string,
+  clientId: string,
+  portId: string,
+  meta: AuditMeta,
+) {
+  const rel = await db.query.clientRelationships.findFirst({
+    where: eq(clientRelationships.id, relId),
+  });
+  if (!rel || rel.portId !== portId) throw new NotFoundError('Relationship');
+
+  await db.delete(clientRelationships).where(eq(clientRelationships.id, relId));
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'delete',
+    entityType: 'clientRelationship',
+    entityId: relId,
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+}
+
+// ─── Find Duplicates ──────────────────────────────────────────────────────────
+
+export async function findDuplicates(portId: string, fullName: string) {
+  return db.query.clients.findMany({
+    where: (c, { and, eq }) =>
+      and(eq(c.portId, portId), ilike(c.fullName, `%${fullName}%`)),
+    limit: 5,
+  });
+}
+
+// ─── Options (for comboboxes) ─────────────────────────────────────────────────
+
+export async function listClientOptions(portId: string, search?: string) {
+  const conditions = [eq(clients.portId, portId)];
+  if (search) {
+    conditions.push(
+      or(
+        ilike(clients.fullName, `%${search}%`),
+        ilike(clients.companyName, `%${search}%`),
+      )!,
+    );
+  }
+
+  return db
+    .select({ id: clients.id, fullName: clients.fullName })
+    .from(clients)
+    .where(and(...conditions))
+    .orderBy(clients.fullName)
+    .limit(50);
+}