Files
pn-new-crm/src/lib/services/record-export.ts
Matt Ciaccio 6e3d910c76 refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of
the legacy `interests.berth_id` column now reads / writes through the
`interest_berths` junction via the helper service introduced in Phase 2a;
the column itself is dropped in a final migration.

Service-layer changes
- interests.service: filter `?berthId=X` becomes EXISTS-against-junction;
  list enrichment uses `getPrimaryBerthsForInterests`; create/update/
  linkBerth/unlinkBerth all dispatch through the junction helpers, with
  createInterest's row insert + junction write sharing a single transaction.
- clients / dashboard / report-generators / search: leftJoin chains pivot
  through `interest_berths` filtered by `is_primary=true`.
- eoi-context / document-templates / berth-rules-engine / portal /
  record-export / queue worker: read primary via `getPrimaryBerth(...)`.
- interest-scoring: berthLinked is now derived from any junction row count.
- dedup/migration-apply + public interest route: write a primary junction
  row alongside the interest insert when a berth is provided.

API contract preserved: list/detail responses still emit `berthId` and
`berthMooringNumber`, derived from the primary junction row, so frontend
consumers (interest-form, interest-detail-header) need no changes.

Schema + migration
- Drop `interestsRelations.berth` and `idx_interests_berth`.
- Replace `berthsRelations.interests` with `interestBerths`.
- Migration 0029_puzzling_romulus drops `interests.berth_id` + the index.
- Tests that previously inserted `interests.berthId` now seed a primary
  junction row alongside the interest.

Verified: vitest 995 passing (1 unrelated pre-existing flake in
maintenance-cleanup.test.ts), tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 02:41:52 +02:00

257 lines
8.1 KiB
TypeScript

import { and, desc, eq, exists, inArray, isNull, or, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { clients, clientContacts } from '@/lib/db/schema/clients';
import { interests, interestBerths } from '@/lib/db/schema/interests';
import { berths, berthWaitingList, berthMaintenanceLog } from '@/lib/db/schema/berths';
import {
getPrimaryBerth,
getPrimaryBerthsForInterests,
} from '@/lib/services/interest-berths.service';
import { yachts } from '@/lib/db/schema/yachts';
import { companyMemberships } from '@/lib/db/schema/companies';
import { auditLogs } from '@/lib/db/schema/system';
import { ports } from '@/lib/db/schema/ports';
import { NotFoundError } from '@/lib/errors';
import { generatePdf } from '@/lib/pdf/generate';
import {
clientSummaryTemplate,
buildClientSummaryInputs,
} from '@/lib/pdf/templates/client-summary-template';
import { berthSpecTemplate, buildBerthSpecInputs } from '@/lib/pdf/templates/berth-spec-template';
import {
interestSummaryTemplate,
buildInterestSummaryInputs,
} from '@/lib/pdf/templates/interest-summary-template';
// ─── Export Client PDF ────────────────────────────────────────────────────────
export async function exportClientPdf(clientId: string, portId: string): Promise<Uint8Array> {
const client = await db.query.clients.findFirst({
where: eq(clients.id, clientId),
});
if (!client || client.portId !== portId) {
throw new NotFoundError('Client');
}
const [contactList, port] = await Promise.all([
db.query.clientContacts.findMany({
where: eq(clientContacts.clientId, clientId),
orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
}),
db.query.ports.findFirst({ where: eq(ports.id, portId) }),
]);
// Fetch last 20 interests for this client in this port
const interestList = await db
.select()
.from(interests)
.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId)))
.orderBy(desc(interests.updatedAt))
.limit(20);
// Fetch last 20 audit logs for this client
const activity = await db
.select()
.from(auditLogs)
.where(
and(
eq(auditLogs.portId, portId),
eq(auditLogs.entityType, 'client'),
eq(auditLogs.entityId, clientId),
),
)
.orderBy(desc(auditLogs.createdAt))
.limit(20);
// Enrich interests with primary-berth mooring numbers (plan §3.4 - the
// legacy interest.berth_id column has been replaced by the junction).
const primaryBerthMap = await getPrimaryBerthsForInterests(interestList.map((i) => i.id));
const enrichedInterests = interestList.map((i) => {
const primary = primaryBerthMap.get(i.id);
return {
...i,
berthId: primary?.berthId ?? null,
berthMooringNumber: primary?.mooringNumber ?? null,
};
});
// Yachts owned by the client directly OR by a company they're an active
// member of. Active membership = no end date.
const memberCompanies = await db
.select({ companyId: companyMemberships.companyId })
.from(companyMemberships)
.where(and(eq(companyMemberships.clientId, clientId), isNull(companyMemberships.endDate)));
const companyIds = memberCompanies.map((m) => m.companyId);
const ownerConditions = [
and(eq(yachts.currentOwnerType, 'client'), eq(yachts.currentOwnerId, clientId))!,
];
if (companyIds.length > 0) {
ownerConditions.push(
and(eq(yachts.currentOwnerType, 'company'), inArray(yachts.currentOwnerId, companyIds))!,
);
}
const ownedYachts = await db
.select({
name: yachts.name,
lengthFt: yachts.lengthFt,
widthFt: yachts.widthFt,
draftFt: yachts.draftFt,
lengthM: yachts.lengthM,
widthM: yachts.widthM,
draftM: yachts.draftM,
})
.from(yachts)
.where(and(eq(yachts.portId, portId), isNull(yachts.archivedAt), or(...ownerConditions)));
const inputs = buildClientSummaryInputs(
client,
contactList,
ownedYachts,
enrichedInterests,
activity,
port ?? {},
);
return generatePdf(clientSummaryTemplate, [inputs]);
}
// ─── Export Berth PDF ─────────────────────────────────────────────────────────
export async function exportBerthPdf(berthId: string, portId: string): Promise<Uint8Array> {
const berth = await db.query.berths.findFirst({
where: eq(berths.id, berthId),
});
if (!berth || berth.portId !== portId) {
throw new NotFoundError('Berth');
}
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
// Waiting list with client names
const waitingListRows = await db
.select({
id: berthWaitingList.id,
position: berthWaitingList.position,
priority: berthWaitingList.priority,
notes: berthWaitingList.notes,
clientId: berthWaitingList.clientId,
})
.from(berthWaitingList)
.where(eq(berthWaitingList.berthId, berthId))
.orderBy(berthWaitingList.position);
const clientIds = waitingListRows.map((w) => w.clientId);
let clientsMap: Record<string, string> = {};
if (clientIds.length > 0) {
const clientRows = await db
.select({ id: clients.id, fullName: clients.fullName })
.from(clients)
.where(inArray(clients.id, clientIds));
clientsMap = Object.fromEntries(clientRows.map((c) => [c.id, c.fullName]));
}
const enrichedWaitingList = waitingListRows.map((w) => ({
...w,
clientName: clientsMap[w.clientId] ?? 'Unknown',
}));
// Maintenance log (last 20)
const maintenance = await db
.select()
.from(berthMaintenanceLog)
.where(eq(berthMaintenanceLog.berthId, berthId))
.orderBy(desc(berthMaintenanceLog.performedDate))
.limit(20);
// Linked interests - "this berth is linked to this interest in any role"
// (plan §3.4 - EXISTS against the junction).
const linkedInterests = await db
.select()
.from(interests)
.where(
and(
eq(interests.portId, portId),
exists(
db
.select({ one: sql`1` })
.from(interestBerths)
.where(
and(eq(interestBerths.interestId, interests.id), eq(interestBerths.berthId, berthId)),
),
),
),
)
.orderBy(desc(interests.updatedAt))
.limit(20);
const inputs = buildBerthSpecInputs(
berth,
enrichedWaitingList,
maintenance,
linkedInterests,
port ?? {},
);
return generatePdf(berthSpecTemplate, [inputs]);
}
// ─── Export Interest PDF ──────────────────────────────────────────────────────
export async function exportInterestPdf(interestId: string, portId: string): Promise<Uint8Array> {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, interestId),
});
if (!interest || interest.portId !== portId) {
throw new NotFoundError('Interest');
}
const [client, port] = await Promise.all([
db.query.clients.findFirst({ where: eq(clients.id, interest.clientId) }),
db.query.ports.findFirst({ where: eq(ports.id, portId) }),
]);
// Resolve primary berth via the junction (plan §3.4).
const primaryBerth = await getPrimaryBerth(interest.id);
let berth = null;
if (primaryBerth?.berthId) {
berth = await db.query.berths.findFirst({ where: eq(berths.id, primaryBerth.berthId) });
}
let yacht = null;
if (interest.yachtId) {
yacht = await db.query.yachts.findFirst({ where: eq(yachts.id, interest.yachtId) });
}
// Audit timeline (last 20 events for this interest)
const timeline = await db
.select()
.from(auditLogs)
.where(
and(
eq(auditLogs.portId, portId),
eq(auditLogs.entityType, 'interest'),
eq(auditLogs.entityId, interestId),
),
)
.orderBy(desc(auditLogs.createdAt))
.limit(20);
const inputs = buildInterestSummaryInputs(
interest,
client ?? {},
yacht ?? null,
berth ?? null,
timeline,
port ?? {},
);
return generatePdf(interestSummaryTemplate, [inputs]);
}