Files
pn-new-crm/src/lib/services/eoi-context.ts
Matt 3e4d9d6310 feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.

EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.

Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.

Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.

Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).

Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).

Berth interest list overhaul:
  - Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
  - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
  - Per-letter row tinting via colored left-border accent + dot in cell
  - Documents tab merged Files (single attachments section)

Topbar improvements:
  - Always-visible back arrow on detail pages (path depth > 2)
  - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
    push their entity hierarchy (Clients › Mary Smith › Interest › B17)
  - Tighter spacing, softer separators, 160px crumb truncation

DataTable upgrades:
  - Page-size selector with All option (validator cap raised to 1000)
  - getRowClassName slot for per-row styling (used by berth tinting)
  - Fixed Radix SelectItem crash on empty-string values via __any__
    sentinel (was crashing every list page that opened a select filter)

Interest list:
  - Configurable columns picker
  - Stage cell clickable into detail
  - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
  - Save view moved into ColumnPicker menu; Views button hidden when
    no views are saved
  - Pipeline kanban board endpoint at /api/v1/interests/board with
    minimal projection, 5000-row cap + truncated banner, filter
    pass-through

Mobile chrome + sidebar collapse removed (always-expanded design choice).

User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00

327 lines
12 KiB
TypeScript

import { and, desc, eq } from 'drizzle-orm';
import { db } from '@/lib/db';
import { berths } from '@/lib/db/schema/berths';
import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
import { companies, companyAddresses } from '@/lib/db/schema/companies';
import { interests, interestBerths, interestNotes } from '@/lib/db/schema/interests';
import { ports } from '@/lib/db/schema/ports';
import { yachts } from '@/lib/db/schema/yachts';
import { getCountryName } from '@/lib/i18n/countries';
import { NotFoundError, ValidationError } from '@/lib/errors';
import { getPrimaryBerth } from '@/lib/services/interest-berths.service';
import { formatBerthRange } from '@/lib/templates/berth-range';
// ─── Types ────────────────────────────────────────────────────────────────────
export type EoiContext = {
client: {
fullName: string;
nationality: string | null;
primaryEmail: string | null;
primaryPhone: string | null;
address: { street: string; city: string; country: string } | null;
};
/** Optional. The EOI's Section 3 yacht block is left blank when null. */
yacht: {
name: string;
lengthFt: string | null;
widthFt: string | null;
draftFt: string | null;
lengthM: string | null;
widthM: string | null;
draftM: string | null;
hullNumber: string | null;
flag: string | null;
yearBuilt: number | null;
} | null;
company: {
name: string;
legalName: string | null;
taxId: string | null;
billingAddress: string | null;
} | null;
/** Inferred from the yacht's polymorphic owner. Falls back to the interest's
* client when no yacht is linked (so the EOI's signing party is still
* resolvable). */
owner: {
type: 'client' | 'company';
name: string;
legalName?: string;
};
/** Optional. The EOI's Section 3 berth-number is left blank when null. */
berth: {
mooringNumber: string;
area: string | null;
lengthFt: string | null;
price: string | null;
priceCurrency: string;
tenureType: string;
} | null;
/**
* Compact range string for every berth in the interest's EOI bundle
* (rows where `interest_berths.is_in_eoi_bundle=true`). Populates the
* Documenso `Berth Range` form field for multi-berth EOIs (plan §1
* + §4.6). Empty string when the bundle is empty.
*/
eoiBerthRange: string;
interest: {
stage: string;
leadCategory: string | null;
dateFirstContact: Date | null;
notes: string | null;
};
port: {
name: string;
defaultCurrency: string;
};
date: {
today: string;
year: string;
};
};
// ─── buildEoiContext ──────────────────────────────────────────────────────────
/**
* Assembles the shared context object used by EOI generation, templates, and
* any other flow that needs a denormalised snapshot of an interest + its
* surrounding entities (client, yacht, berth, owner, port, etc.).
*
* Pure read-only: no audit logs, no socket emits, no mutations.
*
* Tenant-scoped: every fetch is gated by `portId`, and missing rows surface
* as NotFoundError. The hard gate matches the EOI document's top paragraph
* (Section 2 - name, address, email): without those the EOI is unsignable
* and we throw. Yacht and berth (Section 3) are optional - the rendered PDF
* leaves those fields blank when not set.
*/
export async function buildEoiContext(interestId: string, portId: string): Promise<EoiContext> {
// 1. Interest (tenant-scoped)
const interest = await db.query.interests.findFirst({
where: and(eq(interests.id, interestId), eq(interests.portId, portId)),
});
if (!interest) {
throw new NotFoundError('Interest');
}
// Resolve the interest's primary berth via the junction (plan §3.4).
// EOI Section 3 stays blank when no primary is set.
const primaryBerth = await getPrimaryBerth(interest.id);
const primaryBerthId = primaryBerth?.berthId ?? null;
// The legacy `interests.notes` blob was dropped in favour of the
// threaded `interest_notes` timeline. Templates / merge fields still
// expose `interest.notes`, so we surface the most-recent threaded
// note's content here. Returns null when the interest has no notes.
const [latestNote] = await db
.select({ content: interestNotes.content })
.from(interestNotes)
.where(eq(interestNotes.interestId, interest.id))
.orderBy(desc(interestNotes.createdAt))
.limit(1);
const interestNotesContent = latestNote?.content ?? null;
// Resolve every berth in the EOI bundle (is_in_eoi_bundle=true) for the
// multi-berth EOI compact-range merge field. Empty bundle → "" so the
// Documenso template renders blank rather than "undefined".
const bundleRows = await db
.select({ mooringNumber: berths.mooringNumber })
.from(interestBerths)
.innerJoin(berths, eq(berths.id, interestBerths.berthId))
.where(and(eq(interestBerths.interestId, interest.id), eq(interestBerths.isInEoiBundle, true)));
const eoiBerthRange = formatBerthRange(bundleRows.map((r) => r.mooringNumber));
// Parallelise independent reads. Yacht and berth are both nullable -
// the EOI's Section 3 stays blank when they're absent.
const [yacht, berth, client, port] = await Promise.all([
interest.yachtId
? db.query.yachts.findFirst({
where: and(eq(yachts.id, interest.yachtId), eq(yachts.portId, portId)),
})
: Promise.resolve(undefined),
primaryBerthId
? db.query.berths.findFirst({
where: and(eq(berths.id, primaryBerthId), eq(berths.portId, portId)),
})
: Promise.resolve(undefined),
db.query.clients.findFirst({
where: and(eq(clients.id, interest.clientId), eq(clients.portId, portId)),
}),
db.query.ports.findFirst({
where: eq(ports.id, portId),
}),
]);
if (!client) throw new NotFoundError('Client');
if (!port) throw new NotFoundError('Port');
// 5. Primary contacts - email + phone for the interest's client.
const contactRows = await db
.select({
channel: clientContacts.channel,
value: clientContacts.value,
isPrimary: clientContacts.isPrimary,
updatedAt: clientContacts.updatedAt,
})
.from(clientContacts)
.where(eq(clientContacts.clientId, client.id))
.orderBy(desc(clientContacts.isPrimary), desc(clientContacts.updatedAt));
const firstEmail = contactRows.find((c) => c.channel === 'email');
const firstPhone =
contactRows.find((c) => c.channel === 'phone') ??
contactRows.find((c) => c.channel === 'whatsapp');
// 6. Primary address. Country is rendered as the localized name (English by
// default for documents) from the ISO code.
const [primaryAddress] = await db
.select({
streetAddress: clientAddresses.streetAddress,
city: clientAddresses.city,
countryIso: clientAddresses.countryIso,
})
.from(clientAddresses)
.where(and(eq(clientAddresses.clientId, client.id), eq(clientAddresses.isPrimary, true)))
.limit(1);
const clientAddress = primaryAddress
? {
street: primaryAddress.streetAddress ?? '',
city: primaryAddress.city ?? '',
country: primaryAddress.countryIso ? getCountryName(primaryAddress.countryIso, 'en') : '',
}
: null;
// EOI hard gate: the document's top paragraph (Section 2) requires Name,
// Address, and Email. Without these the rendered EOI is unsignable. Yacht
// and berth (Section 3) are intentionally optional and may be left blank.
const missing: string[] = [];
if (!client.fullName?.trim()) missing.push('client name');
if (!firstEmail?.value?.trim()) missing.push('client email');
if (!clientAddress || !clientAddress.street.trim()) missing.push('client address');
if (missing.length > 0) {
throw new ValidationError(
`Cannot generate EOI - missing required client details: ${missing.join(', ')}.`,
);
}
// Owner block. When a yacht is linked, derive from the yacht's polymorphic
// owner. When no yacht is linked, fall back to the interest's client so the
// EOI's signing party is still resolvable.
let ownerBlock: EoiContext['owner'];
let companyBlock: EoiContext['company'] = null;
if (!yacht) {
ownerBlock = { type: 'client', name: client.fullName };
} else if (yacht.currentOwnerType === 'client') {
// The yacht-owning client may or may not be the same as the interest's client.
const ownerClient =
yacht.currentOwnerId === client.id
? client
: await db.query.clients.findFirst({
where: and(eq(clients.id, yacht.currentOwnerId), eq(clients.portId, portId)),
});
if (!ownerClient) throw new NotFoundError('Client');
ownerBlock = { type: 'client', name: ownerClient.fullName };
} else if (yacht.currentOwnerType === 'company') {
const company = await db.query.companies.findFirst({
where: and(eq(companies.id, yacht.currentOwnerId), eq(companies.portId, portId)),
});
if (!company) throw new NotFoundError('Company');
ownerBlock = {
type: 'company',
name: company.name,
...(company.legalName ? { legalName: company.legalName } : {}),
};
const [companyPrimaryAddress] = await db
.select({
streetAddress: companyAddresses.streetAddress,
city: companyAddresses.city,
countryIso: companyAddresses.countryIso,
})
.from(companyAddresses)
.where(and(eq(companyAddresses.companyId, company.id), eq(companyAddresses.isPrimary, true)))
.limit(1);
const billingAddress = companyPrimaryAddress
? [
companyPrimaryAddress.streetAddress,
companyPrimaryAddress.city,
companyPrimaryAddress.countryIso
? getCountryName(companyPrimaryAddress.countryIso, 'en')
: null,
]
.filter((s): s is string => Boolean(s))
.join(', ') || null
: null;
companyBlock = {
name: company.name,
legalName: company.legalName,
taxId: company.taxId,
billingAddress,
};
} else {
throw new ValidationError(`unknown yacht owner type: ${String(yacht.currentOwnerType)}`);
}
// 10. Date.
const now = new Date();
const today = now.toISOString().slice(0, 10);
const year = String(now.getFullYear());
return {
client: {
fullName: client.fullName,
nationality: client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null,
primaryEmail: firstEmail?.value ?? null,
primaryPhone: firstPhone?.value ?? null,
address: clientAddress,
},
yacht: yacht
? {
name: yacht.name,
lengthFt: yacht.lengthFt,
widthFt: yacht.widthFt,
draftFt: yacht.draftFt,
lengthM: yacht.lengthM,
widthM: yacht.widthM,
draftM: yacht.draftM,
hullNumber: yacht.hullNumber,
flag: yacht.flag,
yearBuilt: yacht.yearBuilt,
}
: null,
company: companyBlock,
owner: ownerBlock,
berth: berth
? {
mooringNumber: berth.mooringNumber,
area: berth.area,
lengthFt: berth.lengthFt,
price: berth.price,
priceCurrency: berth.priceCurrency,
tenureType: berth.tenureType,
}
: null,
eoiBerthRange,
interest: {
stage: interest.pipelineStage,
leadCategory: interest.leadCategory,
dateFirstContact: interest.dateFirstContact,
notes: interestNotesContent,
},
port: {
name: port.name,
defaultCurrency: port.defaultCurrency,
},
date: {
today,
year,
},
};
}