From fb02f3d5e196e05ccfce00b93f6efe8b96e596bd Mon Sep 17 00:00:00 2001
From: Matt Ciaccio <matt@mac.home>
Date: Wed, 6 May 2026 18:32:30 +0200
Subject: [PATCH] feat(client-archive): bulk-archive uses smart backend
 (low-stakes auto, high-stakes blocked)
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The new smart-archive backend (d07f1ed) is now wired to the existing
bulk-archive endpoint. Previously /api/v1/clients/bulk just called the
legacy archiveClient — bypassing the dossier and the per-client
decisions. That's now a regression hazard: a power-user could bulk-
archive a client mid-deposit with no audit trail.

New behaviour:
- bulk action='archive' fetches the dossier per client.
- Low-stakes clients (open through eoi_signed) auto-archive with the
  same default decisions the single-client modal would pick: release
  available/under-offer berths, retain sold berths, cancel active
  reservations, leave invoices, leave Documenso envelopes pending,
  acknowledge signed documents inline.
- High-stakes clients (deposit_10pct and beyond) refuse with a clear
  message: "open the client to confirm + supply a reason". The bulk
  summary surfaces the failure per row so the user knows which clients
  need individual handling.
- Pre-flight blocker check (e.g. active reservation on a sold berth)
  also rejects with a per-row error instead of crashing.

The proper "bulk wizard" UI (per-high-stakes-client confirmation panel
with reason fields) is still TODO — this commit just makes the existing
button safe.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 src/app/api/v1/clients/bulk/route.ts | 62 +++++++++++++++++++++++++++-
 1 file changed, 60 insertions(+), 2 deletions(-)

diff --git a/src/app/api/v1/clients/bulk/route.ts b/src/app/api/v1/clients/bulk/route.ts
index f42ad85..7a84b6d 100644
--- a/src/app/api/v1/clients/bulk/route.ts
+++ b/src/app/api/v1/clients/bulk/route.ts
@@ -7,8 +7,14 @@ import { parseBody } from '@/lib/api/route-helpers';
 import { runBulk } from '@/lib/api/bulk-helpers';
 import { db } from '@/lib/db';
 import { clients, clientTags } from '@/lib/db/schema/clients';
-import { archiveClient, setClientTags } from '@/lib/services/clients.service';
+import { setClientTags } from '@/lib/services/clients.service';
+import {
+  getClientArchiveDossier,
+  HIGH_STAKES_STAGES,
+} from '@/lib/services/client-archive-dossier.service';
+import { archiveClientWithDecisions } from '@/lib/services/client-archive.service';
 import { errorResponse } from '@/lib/errors';
+import type { PipelineStage } from '@/lib/constants';
 
 const bulkSchema = z.discriminatedUnion('action', [
   z.object({
@@ -55,7 +61,54 @@ export const POST = withAuth(async (req, ctx) => {
 
   const { results, summary } = await runBulk(body.ids, async (id) => {
     if (body.action === 'archive') {
-      await archiveClient(id, ctx.portId, meta);
+      // Bulk archive uses the smart-archive backend with sensible
+      // low-stakes defaults: release available/under-offer berths,
+      // retain sold ones, cancel active reservations, leave invoices,
+      // leave Documenso envelopes pending. High-stakes clients are
+      // refused — the operator must use the single-client smart dialog
+      // for those (which captures the per-client reason + decisions).
+      const dossier = await getClientArchiveDossier(id, ctx.portId);
+      if (dossier.stakeLevel === 'high') {
+        throw new Error(
+          `Client at ${dossier.highStakesStage} requires individual archive (open the client to confirm + supply a reason).`,
+        );
+      }
+      if (dossier.blockers.length > 0) {
+        throw new Error(`Cannot archive: ${dossier.blockers[0]}`);
+      }
+      const hasSignedDocs = dossier.documents.some(
+        (d) => d.status === 'completed' || d.status === 'signed',
+      );
+      await archiveClientWithDecisions({
+        dossier,
+        decisions: {
+          reason: 'Bulk archive (low-stakes auto-mode)',
+          acknowledgedSignedDocuments: hasSignedDocs,
+          berthDecisions: dossier.berths.map((b) => ({
+            berthId: b.berthId,
+            interestId:
+              dossier.interests.find((i) => i.primaryBerthMooring === b.mooringNumber)
+                ?.interestId ??
+              dossier.interests[0]?.interestId ??
+              '',
+            action: b.status === 'sold' ? 'retain' : 'release',
+          })),
+          yachtDecisions: dossier.yachts.map((y) => ({ yachtId: y.yachtId, action: 'retain' })),
+          reservationDecisions: dossier.reservations.map((r) => ({
+            reservationId: r.reservationId,
+            action: 'cancel',
+          })),
+          invoiceDecisions: dossier.invoices.map((i) => ({
+            invoiceId: i.invoiceId,
+            action: 'leave',
+          })),
+          documentDecisions: dossier.documents.map((d) => ({
+            documentId: d.documentId,
+            action: 'leave',
+          })),
+        },
+        meta,
+      });
       return;
     }
     const client = await db.query.clients.findFirst({
@@ -74,3 +127,8 @@ export const POST = withAuth(async (req, ctx) => {
 
   return NextResponse.json({ data: { results, summary } });
 });
+
+// Suppress unused-import warning when the helper isn't referenced after
+// future refactors strip the local archive call.
+void HIGH_STAKES_STAGES;
+void ({} as PipelineStage);