- G-C4: deposit_received in invoices.ts - G-C4 + G-I2: interest_archived + notifyNextInLine in archiveInterest - G-C4: interest_completed in setInterestOutcome - G-C4: berth_unlinked in removeInterestBerth - G-I5: portal invoices include billingEntityType='company' when client is the director Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
557 lines
17 KiB
TypeScript
557 lines
17 KiB
TypeScript
import { and, eq, count, inArray, isNull, desc, or, sql } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { clients } from '@/lib/db/schema/clients';
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import { interests } from '@/lib/db/schema/interests';
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import { getPrimaryBerthsForInterests } from '@/lib/services/interest-berths.service';
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import { documents, files } from '@/lib/db/schema/documents';
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import { invoices } from '@/lib/db/schema/financial';
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import { berths } from '@/lib/db/schema/berths';
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import { ports } from '@/lib/db/schema/ports';
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import { yachts } from '@/lib/db/schema/yachts';
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import { companies, companyMemberships } from '@/lib/db/schema/companies';
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import { berthReservations } from '@/lib/db/schema/reservations';
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import { presignDownloadUrl } from '@/lib/storage';
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import { getCountryName } from '@/lib/i18n/countries';
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// ─── Dashboard ────────────────────────────────────────────────────────────────
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export interface PortalDashboard {
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client: {
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id: string;
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fullName: string;
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nationality: string | null;
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};
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port: {
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name: string;
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logoUrl: string | null;
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};
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counts: {
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interests: number;
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documents: number;
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invoices: number;
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yachts: number;
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memberships: number;
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activeReservations: number;
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};
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}
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export async function getPortalDashboard(
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clientId: string,
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portId: string,
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): Promise<PortalDashboard | null> {
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const [client, port, interestCount, documentCount, yachtList, membershipList, reservationList] =
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await Promise.all([
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db.query.clients.findFirst({
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where: and(eq(clients.id, clientId), eq(clients.portId, portId)),
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with: { contacts: true },
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}),
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db.query.ports.findFirst({
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where: eq(ports.id, portId),
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}),
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db
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.select({ value: count() })
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.from(interests)
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.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId))),
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db
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.select({ value: count() })
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.from(documents)
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.where(and(eq(documents.clientId, clientId), eq(documents.portId, portId))),
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getPortalUserYachts(clientId, portId),
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getPortalUserMemberships(clientId, portId),
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getPortalUserReservations(clientId, portId),
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]);
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if (!client || !port) return null;
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// Count invoices matched by client's billing email addresses
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const emailContacts = (client.contacts ?? [])
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.filter((c) => c.channel === 'email')
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.map((c) => c.value.toLowerCase());
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let invoiceCount = 0;
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if (emailContacts.length > 0) {
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const allPortInvoices = await db
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.select({ billingEmail: invoices.billingEmail })
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.from(invoices)
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.where(eq(invoices.portId, portId));
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invoiceCount = allPortInvoices.filter(
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(inv) => inv.billingEmail && emailContacts.includes(inv.billingEmail.toLowerCase()),
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).length;
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}
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return {
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client: {
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id: client.id,
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fullName: client.fullName,
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nationality: client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null,
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},
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port: {
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name: port.name,
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logoUrl: port.logoUrl ?? null,
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},
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counts: {
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interests: interestCount[0]?.value ?? 0,
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documents: documentCount[0]?.value ?? 0,
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invoices: invoiceCount,
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yachts: yachtList.length,
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memberships: membershipList.length,
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activeReservations: reservationList.length,
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},
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};
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}
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// ─── Interests ────────────────────────────────────────────────────────────────
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export interface PortalInterest {
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id: string;
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pipelineStage: string;
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leadCategory: string | null;
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berthMooringNumber: string | null;
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berthArea: string | null;
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eoiStatus: string | null;
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contractStatus: string | null;
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dateFirstContact: Date | null;
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createdAt: Date;
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}
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export async function getClientInterests(
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clientId: string,
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portId: string,
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): Promise<PortalInterest[]> {
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const rows = await db
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.select({
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id: interests.id,
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pipelineStage: interests.pipelineStage,
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leadCategory: interests.leadCategory,
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eoiStatus: interests.eoiStatus,
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contractStatus: interests.contractStatus,
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dateFirstContact: interests.dateFirstContact,
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createdAt: interests.createdAt,
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})
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.from(interests)
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.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId)))
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.orderBy(interests.createdAt);
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// Resolve each interest's primary berth via the junction (plan §3.4) -
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// single round-trip for the whole list.
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const primaryBerthMap = await getPrimaryBerthsForInterests(rows.map((r) => r.id));
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const primaryBerthIds = Array.from(
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new Set(Array.from(primaryBerthMap.values(), (b) => b.berthId)),
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);
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const berthMap = new Map<string, { mooringNumber: string; area: string | null }>();
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if (primaryBerthIds.length > 0) {
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const berthRows = await db
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.select({ id: berths.id, mooringNumber: berths.mooringNumber, area: berths.area })
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.from(berths)
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.where(and(eq(berths.portId, portId), inArray(berths.id, primaryBerthIds)));
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for (const b of berthRows) {
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berthMap.set(b.id, { mooringNumber: b.mooringNumber, area: b.area });
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}
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}
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return rows.map((r) => {
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const primary = primaryBerthMap.get(r.id);
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const berthMeta = primary ? (berthMap.get(primary.berthId) ?? null) : null;
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return {
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id: r.id,
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pipelineStage: r.pipelineStage,
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leadCategory: r.leadCategory,
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berthMooringNumber: berthMeta?.mooringNumber ?? null,
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berthArea: berthMeta?.area ?? null,
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eoiStatus: r.eoiStatus,
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contractStatus: r.contractStatus,
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dateFirstContact: r.dateFirstContact,
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createdAt: r.createdAt,
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};
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});
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}
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// ─── Documents ────────────────────────────────────────────────────────────────
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export interface PortalDocument {
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id: string;
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documentType: string;
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title: string;
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status: string;
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isManualUpload: boolean;
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hasSignedFile: boolean;
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signers: Array<{
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signerName: string;
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signerEmail: string;
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signerRole: string;
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status: string;
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}>;
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createdAt: Date;
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}
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export async function getClientDocuments(
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clientId: string,
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portId: string,
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): Promise<PortalDocument[]> {
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const rows = await db.query.documents.findMany({
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where: and(eq(documents.clientId, clientId), eq(documents.portId, portId)),
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with: {
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signers: true,
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},
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orderBy: (docs, { desc }) => [desc(docs.createdAt)],
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});
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return rows.map((doc) => ({
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id: doc.id,
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documentType: doc.documentType,
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title: doc.title,
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status: doc.status,
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isManualUpload: doc.isManualUpload,
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hasSignedFile: doc.signedFileId != null,
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signers: (doc.signers ?? []).map((s) => ({
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signerName: s.signerName,
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signerEmail: s.signerEmail,
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signerRole: s.signerRole,
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status: s.status,
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})),
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createdAt: doc.createdAt,
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}));
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}
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// ─── Invoices ─────────────────────────────────────────────────────────────────
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export interface PortalInvoice {
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id: string;
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invoiceNumber: string;
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status: string;
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currency: string;
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total: string;
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dueDate: string;
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paymentStatus: string | null;
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paymentDate: string | null;
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createdAt: Date;
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}
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export async function getClientInvoices(
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clientId: string,
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portId: string,
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): Promise<PortalInvoice[]> {
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// Look up the client to get billing email for invoice matching
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const client = await db.query.clients.findFirst({
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where: and(eq(clients.id, clientId), eq(clients.portId, portId)),
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with: {
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contacts: true,
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},
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});
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if (!client) return [];
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// Get client's email addresses to match against billingEmail
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const emailContacts = (client.contacts ?? [])
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.filter((c) => c.channel === 'email')
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.map((c) => c.value.toLowerCase());
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// G-I5: the most common B2B pattern is "individual client buys through their
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// company" — those invoices ship with billingEntityType='company' and the
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// portal user (client) is just a director of that company. Filtering on
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// billingEmail alone hides these invoices. Resolve director memberships
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// through company_memberships (role='director', active = endDate IS NULL)
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// and OR them into the predicate.
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const directorMemberships = await db
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.select({ companyId: companyMemberships.companyId })
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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, clientId),
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eq(companyMemberships.role, 'director'),
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isNull(companyMemberships.endDate),
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eq(companies.portId, portId),
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),
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);
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const directorCompanyIds = directorMemberships.map((m) => m.companyId);
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// If the portal user has neither billing emails on file nor any active
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// director memberships, there's nothing this query could return.
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if (emailContacts.length === 0 && directorCompanyIds.length === 0) return [];
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// Build the OR predicate: (billingEmail ∈ client emails) OR
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// (billingEntityType='company' AND billingEntityId ∈ director company ids).
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const emailPredicate =
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emailContacts.length > 0
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? inArray(sql`lower(${invoices.billingEmail})`, emailContacts)
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: undefined;
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const companyPredicate =
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directorCompanyIds.length > 0
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? and(
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eq(invoices.billingEntityType, 'company'),
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inArray(invoices.billingEntityId, directorCompanyIds),
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)
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: undefined;
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const matchPredicate =
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emailPredicate && companyPredicate
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? or(emailPredicate, companyPredicate)
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: (emailPredicate ?? companyPredicate);
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// Fetch only the invoices matching any of the client's email addresses or
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// company memberships. Without the predicate push-down here every portal
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// invoice page-load full-scanned the invoices table and filtered in JS —
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// by 12mo it would have been the worst portal endpoint in the platform.
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// Defensive limit 100 caps the upper bound for clients with abnormally many
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// invoices.
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const clientInvoices = await db
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.select()
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.from(invoices)
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.where(and(eq(invoices.portId, portId), matchPredicate))
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.orderBy(invoices.createdAt)
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.limit(100);
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return clientInvoices.map((inv) => ({
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id: inv.id,
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invoiceNumber: inv.invoiceNumber,
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status: inv.status,
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currency: inv.currency,
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total: inv.total,
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dueDate: inv.dueDate,
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paymentStatus: inv.paymentStatus ?? null,
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paymentDate: inv.paymentDate ?? null,
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createdAt: inv.createdAt,
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}));
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}
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// ─── Document Download ────────────────────────────────────────────────────────
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export async function getDocumentDownloadUrl(
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clientId: string,
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documentId: string,
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portId: string,
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): Promise<string | null> {
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const doc = await db.query.documents.findFirst({
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where: and(
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eq(documents.id, documentId),
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eq(documents.clientId, clientId),
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eq(documents.portId, portId),
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),
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});
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if (!doc) return null;
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// Prefer signed file, fall back to original file
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const fileId = doc.signedFileId ?? doc.fileId;
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if (!fileId) return null;
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// Defense-in-depth: scope the file lookup to the same port. Today the
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// doc → file relationship is tightly coupled (signedFileId/fileId are
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// assigned in same-port flows), but a future Documenso-webhook bug or
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// bulk-import drift could leave a foreign-port file id on a doc and
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// this presign call would otherwise return a URL to those bytes.
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const file = await db.query.files.findFirst({
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where: and(eq(files.id, fileId), eq(files.portId, portId)),
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});
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if (!file) return null;
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return presignDownloadUrl(file.storagePath);
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}
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// ─── Yachts (direct + via company) ────────────────────────────────────────────
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export interface PortalYacht {
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id: string;
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name: string;
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hullNumber: string | null;
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registration: string | null;
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flag: string | null;
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yearBuilt: number | null;
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lengthFt: string | null;
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widthFt: string | null;
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status: string;
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ownerContext: 'direct' | 'company';
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ownerCompanyId: string | null;
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ownerCompanyName: string | null;
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}
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function toPortalYacht(y: typeof yachts.$inferSelect): PortalYacht {
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return {
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id: y.id,
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name: y.name,
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hullNumber: y.hullNumber,
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registration: y.registration,
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flag: y.flag,
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yearBuilt: y.yearBuilt,
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lengthFt: y.lengthFt,
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widthFt: y.widthFt,
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status: y.status,
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ownerContext: 'direct',
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ownerCompanyId: null,
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ownerCompanyName: null,
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};
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}
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export async function getPortalUserYachts(
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clientId: string,
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portId: string,
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): Promise<PortalYacht[]> {
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// 1. Direct yachts
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const directYachts = 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, clientId),
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isNull(yachts.archivedAt),
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),
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});
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// 2. Active company memberships
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const memberships = await db
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.select({ companyId: companyMemberships.companyId })
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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, clientId),
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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 companyIds = memberships.map((m) => m.companyId);
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// De-dup by yacht.id
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const seen = new Set<string>();
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const result: PortalYacht[] = [];
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for (const y of directYachts) {
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if (seen.has(y.id)) continue;
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seen.add(y.id);
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result.push(toPortalYacht(y));
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}
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if (companyIds.length === 0) {
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return result;
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}
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// 3. Company-owned yachts
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const companyYachts = await db
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.select({
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yacht: yachts,
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company: { id: companies.id, name: companies.name },
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})
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.from(yachts)
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.innerJoin(companies, eq(yachts.currentOwnerId, companies.id))
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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, 'company'),
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inArray(yachts.currentOwnerId, companyIds),
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isNull(yachts.archivedAt),
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),
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);
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for (const row of companyYachts) {
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if (seen.has(row.yacht.id)) continue;
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seen.add(row.yacht.id);
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result.push({
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id: row.yacht.id,
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name: row.yacht.name,
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hullNumber: row.yacht.hullNumber,
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registration: row.yacht.registration,
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flag: row.yacht.flag,
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yearBuilt: row.yacht.yearBuilt,
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lengthFt: row.yacht.lengthFt,
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widthFt: row.yacht.widthFt,
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status: row.yacht.status,
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ownerContext: 'company',
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ownerCompanyId: row.company.id,
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ownerCompanyName: row.company.name,
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});
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}
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return result;
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}
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// ─── Memberships ──────────────────────────────────────────────────────────────
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export interface PortalMembership {
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membershipId: string;
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role: string;
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isPrimary: boolean;
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startDate: Date;
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company: {
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id: string;
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name: string;
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legalName: string | null;
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status: string;
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};
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}
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export async function getPortalUserMemberships(
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clientId: string,
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portId: string,
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): Promise<PortalMembership[]> {
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const rows = 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, clientId),
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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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return rows;
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}
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// ─── Reservations ─────────────────────────────────────────────────────────────
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export interface PortalReservation {
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id: string;
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berthId: string;
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berthMooringNumber: string | null;
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yachtId: string;
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yachtName: string | null;
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status: 'pending' | 'active' | 'ended' | 'cancelled';
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startDate: Date;
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endDate: Date | null;
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tenureType: string;
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}
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export async function getPortalUserReservations(
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clientId: string,
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portId: string,
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): Promise<PortalReservation[]> {
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const rows = await db
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.select({
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id: berthReservations.id,
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berthId: berthReservations.berthId,
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berthMooringNumber: berths.mooringNumber,
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yachtId: berthReservations.yachtId,
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yachtName: yachts.name,
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status: berthReservations.status,
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startDate: berthReservations.startDate,
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endDate: berthReservations.endDate,
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tenureType: berthReservations.tenureType,
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})
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.from(berthReservations)
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.innerJoin(berths, eq(berthReservations.berthId, berths.id))
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.innerJoin(yachts, eq(berthReservations.yachtId, yachts.id))
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.where(
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and(
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eq(berthReservations.clientId, clientId),
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eq(berthReservations.portId, portId),
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inArray(berthReservations.status, ['pending', 'active']),
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),
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)
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.orderBy(desc(berthReservations.createdAt));
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return rows as PortalReservation[];
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}
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