Files
pn-new-crm/src/lib/services/notes.service.ts
Matt cb8292464c feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.

UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
  sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
  aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
  Aggregated helpers in notes.service mirror the listFor*Aggregated
  symmetric-reach joins. yacht-tabs + company-tabs render the
  badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
  `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
  fixed inset-0 pin so long forms scroll naturally). Form picks up
  port branding (logoUrl + backgroundUrl + appName) via
  loadByToken. Address fields completed (street + city + region +
  postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
  emits toast.success with action link to the destination entity
  or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
  rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
  (5 types visible at once).

Launch infra:
- UTM column wiring (Init 1b step 4): migration
  0089_website_submissions_utm.sql adds utm_source/medium/campaign/
  term/content + composite index (port_id, utm_source, received_at)
  for per-campaign rollups. website-inquiries intake accepts the
  five fields. Residential intake intentionally untouched per audit
  scope.
- Invoicing module gate (Init 1c spike): new
  invoices-module.service + invoices layout guard + registry entry
  invoices_module_enabled (default false). Audit conclusion in
  launch-readiness.md: payments table is canonical money path;
  /invoices flow is parallel infrastructure now hidden by default.

Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
  New route-labels.ts + use-smart-back hook +
  navigation-history-tracker so back falls through to the parent
  route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
  breadcrumb-store kept for back-compat consumers but the
  breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
  upload-receipts, reports kind, tenancies detail, analytics
  metric, client detail) migrated.

Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
  the reports gap audit (cross-cutting filter set, Marketing +
  Financial blockers, custom builder remaining entities, scheduled
  CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
  OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
  (each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00

1385 lines
48 KiB
TypeScript

import { eq, and, desc, inArray, sql, isNull } from 'drizzle-orm';
import { db } from '@/lib/db';
import { clientNotes, clients } from '@/lib/db/schema/clients';
import { interestNotes, interests } from '@/lib/db/schema/interests';
import { yachtNotes, yachts } from '@/lib/db/schema/yachts';
import { companyNotes, companies, companyMemberships } from '@/lib/db/schema/companies';
import {
residentialClients,
residentialClientNotes,
residentialInterests,
residentialInterestNotes,
} from '@/lib/db/schema/residential';
import { userProfiles } from '@/lib/db/schema/users';
import { CodedError, NotFoundError, ValidationError } from '@/lib/errors';
import type { CreateNoteInput, UpdateNoteInput } from '@/lib/validators/notes';
const EDIT_WINDOW_MS = 15 * 60 * 1000; // 15 minutes
type EntityType =
| 'clients'
| 'interests'
| 'yachts'
| 'companies'
| 'residential_clients'
| 'residential_interests';
// ─── Helpers ─────────────────────────────────────────────────────────────────
async function verifyParentBelongsToPort(
entityType: EntityType,
entityId: string,
portId: string,
): Promise<void> {
if (entityType === 'clients') {
const r = await db
.select({ id: clients.id })
.from(clients)
.where(and(eq(clients.id, entityId), eq(clients.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Client');
} else if (entityType === 'interests') {
const r = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.id, entityId), eq(interests.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Interest');
} else if (entityType === 'yachts') {
const r = await db
.select({ id: yachts.id })
.from(yachts)
.where(and(eq(yachts.id, entityId), eq(yachts.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Yacht');
} else if (entityType === 'companies') {
const r = await db
.select({ id: companies.id })
.from(companies)
.where(and(eq(companies.id, entityId), eq(companies.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Company');
} else if (entityType === 'residential_clients') {
const r = await db
.select({ id: residentialClients.id })
.from(residentialClients)
.where(and(eq(residentialClients.id, entityId), eq(residentialClients.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Residential client');
} else {
const r = await db
.select({ id: residentialInterests.id })
.from(residentialInterests)
.where(and(eq(residentialInterests.id, entityId), eq(residentialInterests.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Residential interest');
}
}
// ─── Service ─────────────────────────────────────────────────────────────────
/**
* Aggregated note timeline for a client. Unions client-level notes
* with notes attached to ANY of the client's interests + directly-
* owned yachts (polymorphic ownership: `owner_type='client' AND
* owner_id=clientId`). Each row carries source metadata so the UI
* can show "from interest E17" or "from yacht Sea Breeze" badges
* and offer a "Group by source" view alongside chronological.
*
* Company-owned yachts the client is a member of are excluded -
* those are properly the company's notes, not the client's.
*/
export interface AggregatedClientNote {
id: string;
content: string;
mentions: string[] | null;
isLocked: boolean;
createdAt: Date;
updatedAt: Date;
authorId: string;
authorName: string | null;
source: 'client' | 'interest' | 'yacht';
/** Origin entity id - interest_id / yacht_id / client_id. */
sourceId: string;
/** Human label for the source (interest's berth mooring, yacht
* name, or "Client" for client-level). */
sourceLabel: string;
/** Pipeline stage the linked interest was at when this note was
* authored. Only populated for interest notes (the only entity with
* a pipeline). Null for pre-2026-05-15 rows + non-interest sources. */
pipelineStageAtCreation?: string | null;
}
// ─── Aggregated counts ──────────────────────────────────────────────────────
//
// Mirror the symmetric-reach unions used by the `listFor*Aggregated`
// helpers, but return scalar totals so tab badges on entity detail
// pages match what the NotesList renders below them. Each function is
// port-scoped (defense-in-depth) and tolerates zero linked-entity ids
// by short-circuiting the relevant counts to 0.
async function scalarCount(query: Promise<Array<{ count: number }>>): Promise<number> {
const rows = await query;
return rows[0]?.count ?? 0;
}
/**
* Total note count visible on a client's Notes tab = direct
* client_notes + interest_notes (interests where client_id=X) +
* yacht_notes (yachts currently owned by this client) +
* company_notes (companies the client has an active membership in).
*/
export async function countForClientAggregated(portId: string, clientId: string): Promise<number> {
await verifyParentBelongsToPort('clients', clientId, portId);
const [interestRows, yachtRows, membershipRows] = await Promise.all([
db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId))),
db
.select({ id: yachts.id })
.from(yachts)
.where(
and(
eq(yachts.portId, portId),
eq(yachts.currentOwnerType, 'client'),
eq(yachts.currentOwnerId, clientId),
),
),
db
.select({ companyId: companyMemberships.companyId })
.from(companyMemberships)
.innerJoin(companies, eq(companies.id, companyMemberships.companyId))
.where(
and(
eq(companyMemberships.clientId, clientId),
isNull(companyMemberships.endDate),
eq(companies.portId, portId),
),
),
]);
const interestIds = interestRows.map((r) => r.id);
const yachtIds = yachtRows.map((r) => r.id);
const companyIds = Array.from(new Set(membershipRows.map((r) => r.companyId)));
const [clientCount, interestCount, yachtCount, companyCount] = await Promise.all([
scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(clientNotes)
.where(eq(clientNotes.clientId, clientId)),
),
interestIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(interestNotes)
.where(inArray(interestNotes.interestId, interestIds)),
)
: Promise.resolve(0),
yachtIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(yachtNotes)
.where(inArray(yachtNotes.yachtId, yachtIds)),
)
: Promise.resolve(0),
companyIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(companyNotes)
.where(inArray(companyNotes.companyId, companyIds)),
)
: Promise.resolve(0),
]);
return clientCount + interestCount + yachtCount + companyCount;
}
/**
* Total note count visible on a yacht's Notes tab = direct
* yacht_notes + the polymorphic owner-side notes (client_notes when
* owner_type='client', company_notes when owner_type='company') +
* interest_notes (interests currently linked to this yacht).
*/
export async function countForYachtAggregated(portId: string, yachtId: string): Promise<number> {
await verifyParentBelongsToPort('yachts', yachtId, portId);
const [yacht] = await db
.select({
id: yachts.id,
ownerType: yachts.currentOwnerType,
ownerId: yachts.currentOwnerId,
})
.from(yachts)
.where(and(eq(yachts.id, yachtId), eq(yachts.portId, portId)))
.limit(1);
if (!yacht) throw new NotFoundError('Yacht');
const interestRows = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.yachtId, yachtId), eq(interests.portId, portId)));
const interestIds = interestRows.map((r) => r.id);
const [yachtCount, ownerCount, interestCount] = await Promise.all([
scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(yachtNotes)
.where(eq(yachtNotes.yachtId, yachtId)),
),
yacht.ownerType === 'client' && yacht.ownerId
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(clientNotes)
.where(eq(clientNotes.clientId, yacht.ownerId)),
)
: yacht.ownerType === 'company' && yacht.ownerId
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(companyNotes)
.where(eq(companyNotes.companyId, yacht.ownerId)),
)
: Promise.resolve(0),
interestIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(interestNotes)
.where(inArray(interestNotes.interestId, interestIds)),
)
: Promise.resolve(0),
]);
return yachtCount + ownerCount + interestCount;
}
/**
* Total note count visible on a company's Notes tab = direct
* company_notes + yacht_notes (yachts owned by this company) +
* interest_notes (interests linked via those yachts). Member-client
* personal notes are NOT counted — they live on the client's dossier.
*/
export async function countForCompanyAggregated(
portId: string,
companyId: string,
): Promise<number> {
await verifyParentBelongsToPort('companies', companyId, portId);
const yachtRows = await db
.select({ id: yachts.id })
.from(yachts)
.where(
and(
eq(yachts.portId, portId),
eq(yachts.currentOwnerType, 'company'),
eq(yachts.currentOwnerId, companyId),
),
);
const yachtIds = yachtRows.map((r) => r.id);
const interestRows =
yachtIds.length > 0
? await db
.select({ id: interests.id })
.from(interests)
.where(and(inArray(interests.yachtId, yachtIds), eq(interests.portId, portId)))
: [];
const interestIds = interestRows.map((r) => r.id);
const [companyCount, yachtCount, interestCount] = await Promise.all([
scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(companyNotes)
.where(eq(companyNotes.companyId, companyId)),
),
yachtIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(yachtNotes)
.where(inArray(yachtNotes.yachtId, yachtIds)),
)
: Promise.resolve(0),
interestIds.length > 0
? scalarCount(
db
.select({ count: sql<number>`count(*)::int` })
.from(interestNotes)
.where(inArray(interestNotes.interestId, interestIds)),
)
: Promise.resolve(0),
]);
return companyCount + yachtCount + interestCount;
}
export async function listForClientAggregated(
portId: string,
clientId: string,
): Promise<AggregatedClientNote[]> {
await verifyParentBelongsToPort('clients', clientId, portId);
// Collect interest + yacht ids upfront so the note-table queries
// can be IN-list filtered.
const [interestRows, yachtRows] = await Promise.all([
db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId))),
db
.select({ id: yachts.id, name: yachts.name })
.from(yachts)
.where(
and(
eq(yachts.portId, portId),
eq(yachts.currentOwnerType, 'client'),
eq(yachts.currentOwnerId, clientId),
),
),
]);
const interestIds = interestRows.map((r) => r.id);
const yachtIds = yachtRows.map((r) => r.id);
const yachtNameById = new Map(yachtRows.map((y) => [y.id, y.name]));
// Resolve each interest's primary-berth mooring for the source
// label. Cheap single round-trip via the existing junction helper.
const primaryBerthMap =
interestIds.length > 0
? await (
await import('@/lib/services/interest-berths.service')
).getPrimaryBerthsForInterests(interestIds)
: new Map<string, { mooringNumber: string }>();
// Three parallel reads against the per-entity note tables; merged
// in JS rather than via UNION because each table has a different
// FK column name and Drizzle's UNION syntax forces matching shapes.
const [clientLevel, interestLevel, yachtLevel] = await Promise.all([
db
.select({
id: clientNotes.id,
content: clientNotes.content,
mentions: clientNotes.mentions,
isLocked: clientNotes.isLocked,
createdAt: clientNotes.createdAt,
updatedAt: clientNotes.updatedAt,
authorId: clientNotes.authorId,
authorName: userProfiles.displayName,
sourceId: clientNotes.clientId,
})
.from(clientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, clientNotes.authorId))
.where(eq(clientNotes.clientId, clientId)),
interestIds.length > 0
? db
.select({
id: interestNotes.id,
content: interestNotes.content,
mentions: interestNotes.mentions,
isLocked: interestNotes.isLocked,
createdAt: interestNotes.createdAt,
updatedAt: interestNotes.updatedAt,
authorId: interestNotes.authorId,
authorName: userProfiles.displayName,
sourceId: interestNotes.interestId,
pipelineStageAtCreation: interestNotes.pipelineStageAtCreation,
})
.from(interestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
.where(inArray(interestNotes.interestId, interestIds))
: Promise.resolve([] as never[]),
yachtIds.length > 0
? db
.select({
id: yachtNotes.id,
content: yachtNotes.content,
mentions: yachtNotes.mentions,
isLocked: yachtNotes.isLocked,
createdAt: yachtNotes.createdAt,
updatedAt: yachtNotes.updatedAt,
authorId: yachtNotes.authorId,
authorName: userProfiles.displayName,
sourceId: yachtNotes.yachtId,
})
.from(yachtNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
.where(inArray(yachtNotes.yachtId, yachtIds))
: Promise.resolve([] as never[]),
]);
const merged: AggregatedClientNote[] = [
...clientLevel.map((n) => ({
...n,
source: 'client' as const,
sourceLabel: 'Client',
})),
...interestLevel.map((n) => ({
...n,
source: 'interest' as const,
sourceLabel: primaryBerthMap.get(n.sourceId)?.mooringNumber ?? 'Interest',
})),
...yachtLevel.map((n) => ({
...n,
source: 'yacht' as const,
sourceLabel: yachtNameById.get(n.sourceId) ?? 'Yacht',
})),
];
merged.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
return merged;
}
/**
* Generic aggregated-note row used by the yacht / company /
* residential client aggregators. `source` identifies the kind of
* entity the note came from; `sourceLabel` is a human label (yacht
* name, company name, primary berth mooring, etc.) and `sourceId` is
* the raw FK so the UI can deep-link to the source page.
*/
export interface AggregatedNote {
id: string;
content: string;
mentions: string[] | null;
isLocked: boolean;
createdAt: Date;
updatedAt: Date;
authorId: string;
authorName: string | null;
source:
| 'client'
| 'interest'
| 'yacht'
| 'company'
| 'residential_client'
| 'residential_interest';
sourceId: string;
sourceLabel: string;
}
/**
* Aggregated note timeline for a yacht. Unions yacht-level notes
* with notes attached to the current owner client (when ownership
* is polymorphic 'client') + every interest currently linked to
* this yacht. Company-owned yachts surface their owning company's
* notes via {@link listForCompanyAggregated} instead.
*/
export async function listForYachtAggregated(
portId: string,
yachtId: string,
): Promise<AggregatedNote[]> {
await verifyParentBelongsToPort('yachts', yachtId, portId);
const [yacht] = await db
.select({
id: yachts.id,
name: yachts.name,
ownerType: yachts.currentOwnerType,
ownerId: yachts.currentOwnerId,
})
.from(yachts)
.where(eq(yachts.id, yachtId))
.limit(1);
if (!yacht) throw new NotFoundError('Yacht');
const ownerClientId = yacht.ownerType === 'client' ? yacht.ownerId : null;
const [ownerClient] = ownerClientId
? await db
.select({ id: clients.id, name: clients.fullName })
.from(clients)
// M-MT04: defense-in-depth port_id filter - without it a stale
// ownerClientId persisted by a prior cross-port migration could
// surface the wrong tenant's client name. Belt-and-braces given
// yacht ownership is polymorphic via a non-FK pair.
.where(and(eq(clients.id, ownerClientId), eq(clients.portId, portId)))
.limit(1)
: [];
const interestRows = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.yachtId, yachtId), eq(interests.portId, portId)));
const interestIds = interestRows.map((r) => r.id);
const primaryBerthMap =
interestIds.length > 0
? await (
await import('@/lib/services/interest-berths.service')
).getPrimaryBerthsForInterests(interestIds)
: new Map<string, { mooringNumber: string }>();
const [yachtLevel, clientLevel, interestLevel] = await Promise.all([
db
.select({
id: yachtNotes.id,
content: yachtNotes.content,
mentions: yachtNotes.mentions,
isLocked: yachtNotes.isLocked,
createdAt: yachtNotes.createdAt,
updatedAt: yachtNotes.updatedAt,
authorId: yachtNotes.authorId,
authorName: userProfiles.displayName,
sourceId: yachtNotes.yachtId,
})
.from(yachtNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
.where(eq(yachtNotes.yachtId, yachtId)),
ownerClientId
? db
.select({
id: clientNotes.id,
content: clientNotes.content,
mentions: clientNotes.mentions,
isLocked: clientNotes.isLocked,
createdAt: clientNotes.createdAt,
updatedAt: clientNotes.updatedAt,
authorId: clientNotes.authorId,
authorName: userProfiles.displayName,
sourceId: clientNotes.clientId,
})
.from(clientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, clientNotes.authorId))
.where(eq(clientNotes.clientId, ownerClientId))
: Promise.resolve([] as never[]),
interestIds.length > 0
? db
.select({
id: interestNotes.id,
content: interestNotes.content,
mentions: interestNotes.mentions,
isLocked: interestNotes.isLocked,
createdAt: interestNotes.createdAt,
updatedAt: interestNotes.updatedAt,
authorId: interestNotes.authorId,
authorName: userProfiles.displayName,
sourceId: interestNotes.interestId,
pipelineStageAtCreation: interestNotes.pipelineStageAtCreation,
})
.from(interestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
.where(inArray(interestNotes.interestId, interestIds))
: Promise.resolve([] as never[]),
]);
const merged: AggregatedNote[] = [
...yachtLevel.map((n) => ({
...n,
source: 'yacht' as const,
sourceLabel: yacht.name,
})),
...clientLevel.map((n) => ({
...n,
source: 'client' as const,
sourceLabel: ownerClient?.name ?? 'Owner',
})),
...interestLevel.map((n) => ({
...n,
source: 'interest' as const,
sourceLabel: primaryBerthMap.get(n.sourceId)?.mooringNumber ?? 'Interest',
})),
];
merged.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
return merged;
}
/**
* Aggregated note timeline for a company. Unions company-level
* notes with notes attached to every yacht currently owned by the
* company (polymorphic ownership: `owner_type='company' AND
* owner_id=companyId`) + every interest currently linked to those
* yachts. Personal-side notes from individual company members are
* NOT included - they belong on the client's own dossier.
*/
export async function listForCompanyAggregated(
portId: string,
companyId: string,
): Promise<AggregatedNote[]> {
await verifyParentBelongsToPort('companies', companyId, portId);
const yachtRows = await db
.select({ id: yachts.id, name: yachts.name })
.from(yachts)
.where(
and(
eq(yachts.portId, portId),
eq(yachts.currentOwnerType, 'company'),
eq(yachts.currentOwnerId, companyId),
),
);
const yachtIds = yachtRows.map((r) => r.id);
const yachtNameById = new Map(yachtRows.map((y) => [y.id, y.name]));
const interestRows =
yachtIds.length > 0
? await db
.select({ id: interests.id })
.from(interests)
.where(and(inArray(interests.yachtId, yachtIds), eq(interests.portId, portId)))
: [];
const interestIds = interestRows.map((r) => r.id);
const primaryBerthMap =
interestIds.length > 0
? await (
await import('@/lib/services/interest-berths.service')
).getPrimaryBerthsForInterests(interestIds)
: new Map<string, { mooringNumber: string }>();
const [companyLevel, yachtLevel, interestLevel] = await Promise.all([
db
.select({
id: companyNotes.id,
content: companyNotes.content,
mentions: companyNotes.mentions,
isLocked: companyNotes.isLocked,
createdAt: companyNotes.createdAt,
updatedAt: companyNotes.updatedAt,
authorId: companyNotes.authorId,
authorName: userProfiles.displayName,
sourceId: companyNotes.companyId,
})
.from(companyNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, companyNotes.authorId))
.where(eq(companyNotes.companyId, companyId)),
yachtIds.length > 0
? db
.select({
id: yachtNotes.id,
content: yachtNotes.content,
mentions: yachtNotes.mentions,
isLocked: yachtNotes.isLocked,
createdAt: yachtNotes.createdAt,
updatedAt: yachtNotes.updatedAt,
authorId: yachtNotes.authorId,
authorName: userProfiles.displayName,
sourceId: yachtNotes.yachtId,
})
.from(yachtNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
.where(inArray(yachtNotes.yachtId, yachtIds))
: Promise.resolve([] as never[]),
interestIds.length > 0
? db
.select({
id: interestNotes.id,
content: interestNotes.content,
mentions: interestNotes.mentions,
isLocked: interestNotes.isLocked,
createdAt: interestNotes.createdAt,
updatedAt: interestNotes.updatedAt,
authorId: interestNotes.authorId,
authorName: userProfiles.displayName,
sourceId: interestNotes.interestId,
pipelineStageAtCreation: interestNotes.pipelineStageAtCreation,
})
.from(interestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
.where(inArray(interestNotes.interestId, interestIds))
: Promise.resolve([] as never[]),
]);
const merged: AggregatedNote[] = [
...companyLevel.map((n) => ({
...n,
source: 'company' as const,
sourceLabel: 'Company',
})),
...yachtLevel.map((n) => ({
...n,
source: 'yacht' as const,
sourceLabel: yachtNameById.get(n.sourceId) ?? 'Yacht',
})),
...interestLevel.map((n) => ({
...n,
source: 'interest' as const,
sourceLabel: primaryBerthMap.get(n.sourceId)?.mooringNumber ?? 'Interest',
})),
];
merged.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
return merged;
}
/**
* Aggregated note timeline for a residential client. Unions own
* notes with notes attached to every residential interest the
* client has filed. Residential is single-tenant per port so no
* polymorphic ownership / company linkage applies here.
*/
export async function listForResidentialClientAggregated(
portId: string,
residentialClientId: string,
): Promise<AggregatedNote[]> {
await verifyParentBelongsToPort('residential_clients', residentialClientId, portId);
const interestRows = await db
.select({ id: residentialInterests.id })
.from(residentialInterests)
.where(
and(
eq(residentialInterests.residentialClientId, residentialClientId),
eq(residentialInterests.portId, portId),
),
);
const interestIds = interestRows.map((r) => r.id);
const [clientLevel, interestLevel] = await Promise.all([
db
.select({
id: residentialClientNotes.id,
content: residentialClientNotes.content,
mentions: residentialClientNotes.mentions,
isLocked: residentialClientNotes.isLocked,
createdAt: residentialClientNotes.createdAt,
updatedAt: residentialClientNotes.updatedAt,
authorId: residentialClientNotes.authorId,
authorName: userProfiles.displayName,
sourceId: residentialClientNotes.residentialClientId,
})
.from(residentialClientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, residentialClientNotes.authorId))
.where(eq(residentialClientNotes.residentialClientId, residentialClientId)),
interestIds.length > 0
? db
.select({
id: residentialInterestNotes.id,
content: residentialInterestNotes.content,
mentions: residentialInterestNotes.mentions,
isLocked: residentialInterestNotes.isLocked,
createdAt: residentialInterestNotes.createdAt,
updatedAt: residentialInterestNotes.updatedAt,
authorId: residentialInterestNotes.authorId,
authorName: userProfiles.displayName,
sourceId: residentialInterestNotes.residentialInterestId,
})
.from(residentialInterestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, residentialInterestNotes.authorId))
.where(inArray(residentialInterestNotes.residentialInterestId, interestIds))
: Promise.resolve([] as never[]),
]);
const merged: AggregatedNote[] = [
...clientLevel.map((n) => ({
...n,
source: 'residential_client' as const,
sourceLabel: 'Resident',
})),
...interestLevel.map((n) => ({
...n,
source: 'residential_interest' as const,
sourceLabel: 'Inquiry',
})),
];
merged.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
return merged;
}
export async function listForEntity(portId: string, entityType: EntityType, entityId: string) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'clients') {
return db
.select({
id: clientNotes.id,
clientId: clientNotes.clientId,
authorId: clientNotes.authorId,
content: clientNotes.content,
mentions: clientNotes.mentions,
isLocked: clientNotes.isLocked,
createdAt: clientNotes.createdAt,
updatedAt: clientNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(clientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, clientNotes.authorId))
.where(eq(clientNotes.clientId, entityId))
.orderBy(desc(clientNotes.createdAt));
} else if (entityType === 'interests') {
return db
.select({
id: interestNotes.id,
interestId: interestNotes.interestId,
authorId: interestNotes.authorId,
content: interestNotes.content,
mentions: interestNotes.mentions,
isLocked: interestNotes.isLocked,
createdAt: interestNotes.createdAt,
updatedAt: interestNotes.updatedAt,
authorName: userProfiles.displayName,
pipelineStageAtCreation: interestNotes.pipelineStageAtCreation,
})
.from(interestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
.where(eq(interestNotes.interestId, entityId))
.orderBy(desc(interestNotes.createdAt));
} else if (entityType === 'yachts') {
return db
.select({
id: yachtNotes.id,
yachtId: yachtNotes.yachtId,
authorId: yachtNotes.authorId,
content: yachtNotes.content,
mentions: yachtNotes.mentions,
isLocked: yachtNotes.isLocked,
createdAt: yachtNotes.createdAt,
updatedAt: yachtNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(yachtNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
.where(eq(yachtNotes.yachtId, entityId))
.orderBy(desc(yachtNotes.createdAt));
} else if (entityType === 'companies') {
return db
.select({
id: companyNotes.id,
companyId: companyNotes.companyId,
authorId: companyNotes.authorId,
content: companyNotes.content,
mentions: companyNotes.mentions,
isLocked: companyNotes.isLocked,
createdAt: companyNotes.createdAt,
updatedAt: companyNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(companyNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, companyNotes.authorId))
.where(eq(companyNotes.companyId, entityId))
.orderBy(desc(companyNotes.createdAt));
} else if (entityType === 'residential_clients') {
return db
.select({
id: residentialClientNotes.id,
residentialClientId: residentialClientNotes.residentialClientId,
authorId: residentialClientNotes.authorId,
content: residentialClientNotes.content,
mentions: residentialClientNotes.mentions,
isLocked: residentialClientNotes.isLocked,
createdAt: residentialClientNotes.createdAt,
updatedAt: residentialClientNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(residentialClientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, residentialClientNotes.authorId))
.where(eq(residentialClientNotes.residentialClientId, entityId))
.orderBy(desc(residentialClientNotes.createdAt));
} else {
return db
.select({
id: residentialInterestNotes.id,
residentialInterestId: residentialInterestNotes.residentialInterestId,
authorId: residentialInterestNotes.authorId,
content: residentialInterestNotes.content,
mentions: residentialInterestNotes.mentions,
isLocked: residentialInterestNotes.isLocked,
createdAt: residentialInterestNotes.createdAt,
updatedAt: residentialInterestNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(residentialInterestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, residentialInterestNotes.authorId))
.where(eq(residentialInterestNotes.residentialInterestId, entityId))
.orderBy(desc(residentialInterestNotes.createdAt));
}
}
export async function create(
portId: string,
entityType: EntityType,
entityId: string,
authorId: string,
data: CreateNoteInput,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [note] = await db
.insert(yachtNotes)
.values({ yachtId: entityId, authorId, content: data.content })
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Yacht note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'companies') {
const [note] = await db
.insert(companyNotes)
.values({ companyId: entityId, authorId, content: data.content })
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Company note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null, updatedAt: note.createdAt };
}
if (entityType === 'clients') {
const [note] = await db
.insert(clientNotes)
.values({ clientId: entityId, authorId, content: data.content })
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Client note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
const authorName = profile[0]?.displayName ?? null;
// Fire mention notifications (fire-and-forget)
if (note.mentions && note.mentions.length > 0) {
for (const mentionedUserId of note.mentions) {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: mentionedUserId,
type: 'mention',
title: 'You were mentioned in a note',
description: `${authorName ?? 'Someone'} mentioned you in a note`,
link: `/clients/${entityId}`,
entityType: 'client',
entityId,
dedupeKey: `note:${note.id}:mention:${mentionedUserId}`,
}),
);
}
}
return { ...note, authorName };
}
if (entityType === 'interests') {
// Snapshot the linked interest's current pipeline_stage so the note
// carries the stage it was authored in. Powers the stage chip on the
// NotesList timeline. Missing-interest is treated as a no-stamp
// create rather than a hard failure.
const interestRow = await db.query.interests.findFirst({
where: eq(interests.id, entityId),
columns: { pipelineStage: true },
});
const [note] = await db
.insert(interestNotes)
.values({
interestId: entityId,
authorId,
content: data.content,
pipelineStageAtCreation: interestRow?.pipelineStage ?? null,
})
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Interest note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
const authorName = profile[0]?.displayName ?? null;
// Fire mention notifications (fire-and-forget)
if (note.mentions && note.mentions.length > 0) {
for (const mentionedUserId of note.mentions) {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: mentionedUserId,
type: 'mention',
title: 'You were mentioned in a note',
description: `${authorName ?? 'Someone'} mentioned you in a note`,
link: `/interests/${entityId}`,
entityType: 'interest',
entityId,
dedupeKey: `note:${note.id}:mention:${mentionedUserId}`,
}),
);
}
}
return { ...note, authorName };
}
if (entityType === 'residential_clients') {
const [note] = await db
.insert(residentialClientNotes)
.values({ residentialClientId: entityId, authorId, content: data.content })
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Residential client note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'residential_interests') {
const [note] = await db
.insert(residentialInterestNotes)
.values({ residentialInterestId: entityId, authorId, content: data.content })
.returning();
if (!note)
throw new CodedError('INSERT_RETURNING_EMPTY', {
internalMessage: 'Residential interest note insert returned no row',
});
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null };
}
throw new CodedError('INTERNAL', {
internalMessage: `Unsupported entityType: ${entityType as string}`,
});
}
export async function update(
portId: string,
entityType: EntityType,
entityId: string,
noteId: string,
data: UpdateNoteInput,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [existing] = await db
.select()
.from(yachtNotes)
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(yachtNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: defense-in-depth - pin the UPDATE to the (id, parent) pair
// so a swapped noteId can't land on a sibling yacht's note even if
// the existing read above already validated ownership.
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'companies') {
const [existing] = await db
.select()
.from(companyNotes)
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(companyNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: pin (id, parent) for defense-in-depth.
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return {
...updated,
authorName: profile[0]?.displayName ?? null,
};
}
if (entityType === 'clients') {
const [existing] = await db
.select()
.from(clientNotes)
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(clientNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: pin (id, parent) for defense-in-depth.
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'residential_clients') {
const [existing] = await db
.select()
.from(residentialClientNotes)
.where(
and(
eq(residentialClientNotes.id, noteId),
eq(residentialClientNotes.residentialClientId, entityId),
),
)
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(residentialClientNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: pin (id, parent) for defense-in-depth.
.where(
and(
eq(residentialClientNotes.id, noteId),
eq(residentialClientNotes.residentialClientId, entityId),
),
)
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'residential_interests') {
const [existing] = await db
.select()
.from(residentialInterestNotes)
.where(
and(
eq(residentialInterestNotes.id, noteId),
eq(residentialInterestNotes.residentialInterestId, entityId),
),
)
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(residentialInterestNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: pin (id, parent) for defense-in-depth.
.where(
and(
eq(residentialInterestNotes.id, noteId),
eq(residentialInterestNotes.residentialInterestId, entityId),
),
)
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
// Default: interests (the marina-side, not residential)
{
const [existing] = await db
.select()
.from(interestNotes)
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(interestNotes)
.set({ content: data.content, updatedAt: new Date() })
// M-MT02: pin (id, parent) for defense-in-depth.
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
}
export async function deleteNote(
portId: string,
entityType: EntityType,
entityId: string,
noteId: string,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [existing] = await db
.select()
.from(yachtNotes)
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent) on the delete WHERE for defense-in-depth.
await db
.delete(yachtNotes)
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)));
return existing;
}
if (entityType === 'companies') {
const [existing] = await db
.select()
.from(companyNotes)
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent).
await db
.delete(companyNotes)
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)));
return existing;
}
if (entityType === 'clients') {
const [existing] = await db
.select()
.from(clientNotes)
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent).
await db
.delete(clientNotes)
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)));
return existing;
}
if (entityType === 'residential_clients') {
const [existing] = await db
.select()
.from(residentialClientNotes)
.where(
and(
eq(residentialClientNotes.id, noteId),
eq(residentialClientNotes.residentialClientId, entityId),
),
)
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent).
await db
.delete(residentialClientNotes)
.where(
and(
eq(residentialClientNotes.id, noteId),
eq(residentialClientNotes.residentialClientId, entityId),
),
);
return existing;
}
if (entityType === 'residential_interests') {
const [existing] = await db
.select()
.from(residentialInterestNotes)
.where(
and(
eq(residentialInterestNotes.id, noteId),
eq(residentialInterestNotes.residentialInterestId, entityId),
),
)
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent).
await db
.delete(residentialInterestNotes)
.where(
and(
eq(residentialInterestNotes.id, noteId),
eq(residentialInterestNotes.residentialInterestId, entityId),
),
);
return existing;
}
// Default: interests
{
const [existing] = await db
.select()
.from(interestNotes)
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
// M-MT02: pin (id, parent).
await db
.delete(interestNotes)
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)));
return existing;
}
}