Client and company detail pages each gain an Addresses tab with click-to-edit fields wired to the existing CountryCombobox/SubdivisionCombobox primitives. Adds a primary toggle that demotes the previous primary inside one transaction so the partial unique index never trips. - New service helpers: list/add/update/remove ClientAddress + CompanyAddress - New routes: /api/v1/clients/[id]/addresses[/addressId], same under companies/ - New shared component: <AddressesEditor> reused by both detail surfaces - Integration tests cover happy path, primary demotion, and tenant scoping Tests: 747/747 vitest (was 741, +6 address tests). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
745 lines
23 KiB
TypeScript
745 lines
23 KiB
TypeScript
import { and, count, eq, ilike, inArray, isNull } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import {
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clients,
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clientContacts,
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clientRelationships,
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clientTags,
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clientAddresses,
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} from '@/lib/db/schema/clients';
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import { companies, companyMemberships } from '@/lib/db/schema/companies';
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import { yachts } from '@/lib/db/schema/yachts';
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import { berthReservations } from '@/lib/db/schema/reservations';
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import { tags } from '@/lib/db/schema/system';
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import { createAuditLog } from '@/lib/audit';
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import { NotFoundError } from '@/lib/errors';
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import { isPortalEnabledForPort } from '@/lib/services/portal-auth.service';
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import { emitToRoom } from '@/lib/socket/server';
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import { buildListQuery } from '@/lib/db/query-builder';
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import { diffEntity } from '@/lib/entity-diff';
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import { softDelete, restore, withTransaction } from '@/lib/db/utils';
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import type {
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CreateClientInput,
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UpdateClientInput,
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ListClientsInput,
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} from '@/lib/validators/clients';
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// ─── Types ────────────────────────────────────────────────────────────────────
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interface AuditMeta {
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userId: string;
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portId: string;
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ipAddress: string;
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userAgent: string;
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}
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// ─── List ─────────────────────────────────────────────────────────────────────
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export async function listClients(portId: string, query: ListClientsInput) {
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const { page, limit, sort, order, search, includeArchived, source, nationality, tagIds } = query;
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const filters = [];
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if (source) {
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filters.push(eq(clients.source, source));
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}
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if (nationality) {
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// Filter accepts an ISO-3166-1 alpha-2 code; legacy free-text matching is
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// gone after the i18n column drop.
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filters.push(eq(clients.nationalityIso, nationality.toUpperCase()));
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}
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if (tagIds && tagIds.length > 0) {
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const clientsWithTags = await db
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.selectDistinct({ clientId: clientTags.clientId })
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.from(clientTags)
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.where(inArray(clientTags.tagId, tagIds));
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const matchingIds = clientsWithTags.map((r) => r.clientId);
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if (matchingIds.length > 0) {
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filters.push(inArray(clients.id, matchingIds));
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} else {
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// No clients match these tags — return empty
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return { data: [], total: 0 };
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}
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}
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let sortColumn: typeof clients.fullName | typeof clients.createdAt | typeof clients.updatedAt =
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clients.updatedAt;
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if (sort === 'fullName') sortColumn = clients.fullName;
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else if (sort === 'createdAt') sortColumn = clients.createdAt;
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const result = await buildListQuery<typeof clients.$inferSelect>({
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table: clients,
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portIdColumn: clients.portId,
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portId,
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idColumn: clients.id,
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updatedAtColumn: clients.updatedAt,
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searchColumns: [clients.fullName],
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searchTerm: search,
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filters,
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sort: sort ? { column: sortColumn, direction: order } : undefined,
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page,
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pageSize: limit,
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includeArchived,
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archivedAtColumn: clients.archivedAt,
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});
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if (result.data.length === 0) return result;
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const ids = result.data.map((r) => r.id);
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const [yachtCounts, companyCounts] = await Promise.all([
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db
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.select({ ownerId: yachts.currentOwnerId, count: count() })
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.from(yachts)
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.where(
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and(
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eq(yachts.portId, portId),
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eq(yachts.currentOwnerType, 'client'),
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inArray(yachts.currentOwnerId, ids),
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isNull(yachts.archivedAt),
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),
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)
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.groupBy(yachts.currentOwnerId),
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db
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.select({ clientId: companyMemberships.clientId, count: count() })
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.from(companyMemberships)
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.where(and(inArray(companyMemberships.clientId, ids), isNull(companyMemberships.endDate)))
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.groupBy(companyMemberships.clientId),
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]);
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const yachtCountMap = new Map(yachtCounts.map((r) => [r.ownerId, r.count]));
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const companyCountMap = new Map(companyCounts.map((r) => [r.clientId, r.count]));
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return {
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...result,
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data: result.data.map((row) => ({
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...row,
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yachtCount: yachtCountMap.get(row.id) ?? 0,
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companyCount: companyCountMap.get(row.id) ?? 0,
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})),
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};
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}
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// ─── Get by ID ────────────────────────────────────────────────────────────────
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export async function getClientById(id: string, portId: string) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, id),
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});
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if (!client || client.portId !== portId) {
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throw new NotFoundError('Client');
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}
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const contacts = await db.query.clientContacts.findMany({
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where: eq(clientContacts.clientId, id),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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});
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const addresses = await db.query.clientAddresses.findMany({
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where: eq(clientAddresses.clientId, id),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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});
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const clientTagRows = await db
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.select({ tag: tags })
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.from(clientTags)
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.innerJoin(tags, eq(clientTags.tagId, tags.id))
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.where(eq(clientTags.clientId, id));
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const yachtRows = await db.query.yachts.findMany({
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where: and(
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eq(yachts.portId, portId),
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eq(yachts.currentOwnerType, 'client'),
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eq(yachts.currentOwnerId, id),
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isNull(yachts.archivedAt),
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),
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columns: {
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id: true,
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name: true,
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hullNumber: true,
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registration: true,
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lengthFt: true,
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widthFt: true,
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status: true,
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},
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});
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const membershipRows = await db
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.select({
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membershipId: companyMemberships.id,
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role: companyMemberships.role,
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isPrimary: companyMemberships.isPrimary,
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startDate: companyMemberships.startDate,
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company: {
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id: companies.id,
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name: companies.name,
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legalName: companies.legalName,
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status: companies.status,
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},
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})
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.from(companyMemberships)
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.innerJoin(companies, eq(companyMemberships.companyId, companies.id))
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.where(
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and(
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eq(companyMemberships.clientId, id),
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eq(companies.portId, portId),
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isNull(companyMemberships.endDate),
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),
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);
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const activeReservations = await db.query.berthReservations.findMany({
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where: and(
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eq(berthReservations.clientId, id),
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eq(berthReservations.portId, portId),
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eq(berthReservations.status, 'active'),
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),
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columns: {
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id: true,
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berthId: true,
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yachtId: true,
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startDate: true,
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tenureType: true,
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status: true,
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},
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});
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const portalEnabled = await isPortalEnabledForPort(portId);
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return {
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...client,
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contacts,
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addresses,
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tags: clientTagRows.map((r) => r.tag),
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yachts: yachtRows,
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companies: membershipRows,
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activeReservations,
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clientPortalEnabled: portalEnabled,
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};
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}
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// ─── Create ───────────────────────────────────────────────────────────────────
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export async function createClient(portId: string, data: CreateClientInput, meta: AuditMeta) {
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const result = await withTransaction(async (tx) => {
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const { contacts: contactsInput, tagIds, ...clientData } = data;
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const [client] = await tx
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.insert(clients)
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.values({ portId, ...clientData })
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.returning();
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if (contactsInput.length > 0) {
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await tx
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.insert(clientContacts)
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.values(contactsInput.map((c) => ({ clientId: client!.id, ...c })));
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}
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if (tagIds && tagIds.length > 0) {
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await tx.insert(clientTags).values(tagIds.map((tagId) => ({ clientId: client!.id, tagId })));
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}
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return client!;
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});
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'create',
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entityType: 'client',
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entityId: result.id,
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newValue: { fullName: result.fullName },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'client:created', {
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clientId: result.id,
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clientName: result.fullName ?? '',
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source: result.source ?? '',
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});
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void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
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dispatchWebhookEvent(portId, 'client:created', { clientId: result.id }),
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);
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return result;
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}
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// ─── Update ───────────────────────────────────────────────────────────────────
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export async function updateClient(
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id: string,
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portId: string,
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data: UpdateClientInput,
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meta: AuditMeta,
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) {
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const existing = await db.query.clients.findFirst({
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where: eq(clients.id, id),
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});
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if (!existing || existing.portId !== portId) {
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throw new NotFoundError('Client');
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}
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const { diff } = diffEntity(existing as Record<string, unknown>, data as Record<string, unknown>);
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const [updated] = await db
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.update(clients)
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.set({ ...data, updatedAt: new Date() })
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.where(and(eq(clients.id, id), eq(clients.portId, portId)))
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.returning();
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'update',
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entityType: 'client',
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entityId: id,
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oldValue: diff as Record<string, unknown>,
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newValue: data as Record<string, unknown>,
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'client:updated', {
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clientId: id,
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changedFields: Object.keys(diff),
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});
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void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
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dispatchWebhookEvent(portId, 'client:updated', { clientId: id }),
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);
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return updated;
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}
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// ─── Archive / Restore ────────────────────────────────────────────────────────
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export async function archiveClient(id: string, portId: string, meta: AuditMeta) {
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const existing = await db.query.clients.findFirst({
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where: eq(clients.id, id),
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});
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if (!existing || existing.portId !== portId) {
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throw new NotFoundError('Client');
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}
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await softDelete(clients, clients.id, id);
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'archive',
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entityType: 'client',
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entityId: id,
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'client:archived', { clientId: id });
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void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
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dispatchWebhookEvent(portId, 'client:archived', { clientId: id }),
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);
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}
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export async function restoreClient(id: string, portId: string, meta: AuditMeta) {
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const existing = await db.query.clients.findFirst({
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where: eq(clients.id, id),
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});
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if (!existing || existing.portId !== portId) {
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throw new NotFoundError('Client');
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}
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await restore(clients, clients.id, id);
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'restore',
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entityType: 'client',
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entityId: id,
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'client:restored', { clientId: id });
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}
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// ─── Contacts ─────────────────────────────────────────────────────────────────
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export async function listContacts(clientId: string, portId: string) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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return db.query.clientContacts.findMany({
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where: eq(clientContacts.clientId, clientId),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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});
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}
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export async function addContact(
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clientId: string,
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portId: string,
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data: {
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channel: string;
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value: string;
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valueE164?: string | null;
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valueCountry?: string | null;
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label?: string;
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isPrimary?: boolean;
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notes?: string;
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},
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meta: AuditMeta,
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) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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const [contact] = await db
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.insert(clientContacts)
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.values({ clientId, ...data })
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.returning();
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'create',
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entityType: 'clientContact',
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entityId: contact!.id,
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newValue: { clientId, channel: contact!.channel },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
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return contact!;
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}
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export async function updateContact(
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contactId: string,
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clientId: string,
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portId: string,
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data: Partial<{
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channel: string;
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value: string;
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valueE164: string | null;
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valueCountry: string | null;
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label: string;
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isPrimary: boolean;
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notes: string;
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}>,
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_meta: AuditMeta,
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) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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const contact = await db.query.clientContacts.findFirst({
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where: and(eq(clientContacts.id, contactId), eq(clientContacts.clientId, clientId)),
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});
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if (!contact) throw new NotFoundError('Contact');
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const [updated] = await db
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.update(clientContacts)
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.set({ ...data, updatedAt: new Date() })
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.where(eq(clientContacts.id, contactId))
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.returning();
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emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
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return updated;
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}
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export async function removeContact(
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contactId: string,
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clientId: string,
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portId: string,
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_meta: AuditMeta,
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) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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const contact = await db.query.clientContacts.findFirst({
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where: and(eq(clientContacts.id, contactId), eq(clientContacts.clientId, clientId)),
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});
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if (!contact) throw new NotFoundError('Contact');
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await db.delete(clientContacts).where(eq(clientContacts.id, contactId));
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emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['contacts'] });
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}
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// ─── Addresses ────────────────────────────────────────────────────────────────
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interface AddressInput {
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label?: string;
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streetAddress?: string | null;
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city?: string | null;
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subdivisionIso?: string | null;
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postalCode?: string | null;
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countryIso?: string | null;
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isPrimary?: boolean;
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}
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export async function listClientAddresses(clientId: string, portId: string) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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return db.query.clientAddresses.findMany({
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where: eq(clientAddresses.clientId, clientId),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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});
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}
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export async function addClientAddress(
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clientId: string,
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portId: string,
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data: AddressInput,
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meta: AuditMeta,
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) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) throw new NotFoundError('Client');
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// The unique partial index requires us to demote any existing primary
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// before inserting a new one, in a single transaction.
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const address = await withTransaction(async (tx) => {
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const wantsPrimary = data.isPrimary ?? false;
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if (wantsPrimary) {
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await tx
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.update(clientAddresses)
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.set({ isPrimary: false })
|
|
.where(and(eq(clientAddresses.clientId, clientId), eq(clientAddresses.isPrimary, true)));
|
|
}
|
|
const [row] = await tx
|
|
.insert(clientAddresses)
|
|
.values({
|
|
clientId,
|
|
portId,
|
|
label: data.label ?? 'Primary',
|
|
streetAddress: data.streetAddress ?? null,
|
|
city: data.city ?? null,
|
|
subdivisionIso: data.subdivisionIso ?? null,
|
|
postalCode: data.postalCode ?? null,
|
|
countryIso: data.countryIso ?? null,
|
|
isPrimary: wantsPrimary,
|
|
})
|
|
.returning();
|
|
return row!;
|
|
});
|
|
|
|
void createAuditLog({
|
|
userId: meta.userId,
|
|
portId,
|
|
action: 'create',
|
|
entityType: 'clientAddress',
|
|
entityId: address.id,
|
|
newValue: { clientId, label: address.label, countryIso: address.countryIso },
|
|
ipAddress: meta.ipAddress,
|
|
userAgent: meta.userAgent,
|
|
});
|
|
|
|
emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['addresses'] });
|
|
|
|
return address;
|
|
}
|
|
|
|
export async function updateClientAddress(
|
|
addressId: string,
|
|
clientId: string,
|
|
portId: string,
|
|
data: AddressInput,
|
|
_meta: AuditMeta,
|
|
) {
|
|
const client = await db.query.clients.findFirst({
|
|
where: eq(clients.id, clientId),
|
|
});
|
|
if (!client || client.portId !== portId) throw new NotFoundError('Client');
|
|
|
|
const existing = await db.query.clientAddresses.findFirst({
|
|
where: and(eq(clientAddresses.id, addressId), eq(clientAddresses.clientId, clientId)),
|
|
});
|
|
if (!existing) throw new NotFoundError('Address');
|
|
|
|
const updated = await withTransaction(async (tx) => {
|
|
if (data.isPrimary === true && !existing.isPrimary) {
|
|
await tx
|
|
.update(clientAddresses)
|
|
.set({ isPrimary: false })
|
|
.where(and(eq(clientAddresses.clientId, clientId), eq(clientAddresses.isPrimary, true)));
|
|
}
|
|
const [row] = await tx
|
|
.update(clientAddresses)
|
|
.set({ ...data, updatedAt: new Date() })
|
|
.where(eq(clientAddresses.id, addressId))
|
|
.returning();
|
|
return row!;
|
|
});
|
|
|
|
emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['addresses'] });
|
|
|
|
return updated;
|
|
}
|
|
|
|
export async function removeClientAddress(
|
|
addressId: 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 address = await db.query.clientAddresses.findFirst({
|
|
where: and(eq(clientAddresses.id, addressId), eq(clientAddresses.clientId, clientId)),
|
|
});
|
|
if (!address) throw new NotFoundError('Address');
|
|
|
|
await db.delete(clientAddresses).where(eq(clientAddresses.id, addressId));
|
|
|
|
emitToRoom(`port:${portId}`, 'client:updated', { clientId, changedFields: ['addresses'] });
|
|
}
|
|
|
|
// ─── Tags ─────────────────────────────────────────────────────────────────────
|
|
|
|
export async function setClientTags(
|
|
clientId: string,
|
|
portId: string,
|
|
tagIds: string[],
|
|
meta: AuditMeta,
|
|
) {
|
|
const client = await db.query.clients.findFirst({
|
|
where: eq(clients.id, clientId),
|
|
});
|
|
if (!client || client.portId !== portId) throw new NotFoundError('Client');
|
|
|
|
await db.delete(clientTags).where(eq(clientTags.clientId, clientId));
|
|
|
|
if (tagIds.length > 0) {
|
|
await db.insert(clientTags).values(tagIds.map((tagId) => ({ clientId, tagId })));
|
|
}
|
|
|
|
void createAuditLog({
|
|
userId: meta.userId,
|
|
portId,
|
|
action: 'update',
|
|
entityType: 'client',
|
|
entityId: clientId,
|
|
newValue: { tagIds },
|
|
ipAddress: meta.ipAddress,
|
|
userAgent: meta.userAgent,
|
|
});
|
|
|
|
emitToRoom(`port:${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, `%${fullName}%`)),
|
|
limit: 5,
|
|
});
|
|
}
|
|
|
|
// ─── Options (for comboboxes) ─────────────────────────────────────────────────
|
|
|
|
export async function listClientOptions(portId: string, search?: string) {
|
|
// Pickers only surface active rows. Archived clients are still resolvable
|
|
// by id (e.g. history views) but should not appear in dropdowns.
|
|
const conditions = [eq(clients.portId, portId), isNull(clients.archivedAt)];
|
|
if (search) {
|
|
conditions.push(ilike(clients.fullName, `%${search}%`));
|
|
}
|
|
|
|
return db
|
|
.select({ id: clients.id, fullName: clients.fullName })
|
|
.from(clients)
|
|
.where(and(...conditions))
|
|
.orderBy(clients.fullName)
|
|
.limit(50);
|
|
}
|