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