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pn-new-crm/src/lib/services/notes.service.ts
Matt Ciaccio e8d61c91c4
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00

421 lines
14 KiB
TypeScript

import { eq, and, desc } from 'drizzle-orm';
import { db } from '@/lib/db';
import { clientNotes, clients } from '@/lib/db/schema/clients';
import { interestNotes, interests } from '@/lib/db/schema/interests';
import { yachtNotes, yachts } from '@/lib/db/schema/yachts';
import { companyNotes, companies } from '@/lib/db/schema/companies';
import { userProfiles } from '@/lib/db/schema/users';
import { NotFoundError, ValidationError } from '@/lib/errors';
import type { CreateNoteInput, UpdateNoteInput } from '@/lib/validators/notes';
const EDIT_WINDOW_MS = 15 * 60 * 1000; // 15 minutes
type EntityType = 'clients' | 'interests' | 'yachts' | 'companies';
// ─── Helpers ─────────────────────────────────────────────────────────────────
async function verifyParentBelongsToPort(
entityType: EntityType,
entityId: string,
portId: string,
): Promise<void> {
if (entityType === 'clients') {
const r = await db
.select({ id: clients.id })
.from(clients)
.where(and(eq(clients.id, entityId), eq(clients.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Client');
} else if (entityType === 'interests') {
const r = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.id, entityId), eq(interests.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Interest');
} else if (entityType === 'yachts') {
const r = await db
.select({ id: yachts.id })
.from(yachts)
.where(and(eq(yachts.id, entityId), eq(yachts.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Yacht');
} else {
const r = await db
.select({ id: companies.id })
.from(companies)
.where(and(eq(companies.id, entityId), eq(companies.portId, portId)))
.limit(1);
if (!r.length) throw new NotFoundError('Company');
}
}
// ─── Service ─────────────────────────────────────────────────────────────────
export async function listForEntity(portId: string, entityType: EntityType, entityId: string) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'clients') {
return db
.select({
id: clientNotes.id,
clientId: clientNotes.clientId,
authorId: clientNotes.authorId,
content: clientNotes.content,
mentions: clientNotes.mentions,
isLocked: clientNotes.isLocked,
createdAt: clientNotes.createdAt,
updatedAt: clientNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(clientNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, clientNotes.authorId))
.where(eq(clientNotes.clientId, entityId))
.orderBy(desc(clientNotes.createdAt));
} else if (entityType === 'interests') {
return db
.select({
id: interestNotes.id,
interestId: interestNotes.interestId,
authorId: interestNotes.authorId,
content: interestNotes.content,
mentions: interestNotes.mentions,
isLocked: interestNotes.isLocked,
createdAt: interestNotes.createdAt,
updatedAt: interestNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(interestNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
.where(eq(interestNotes.interestId, entityId))
.orderBy(desc(interestNotes.createdAt));
} else if (entityType === 'yachts') {
return db
.select({
id: yachtNotes.id,
yachtId: yachtNotes.yachtId,
authorId: yachtNotes.authorId,
content: yachtNotes.content,
mentions: yachtNotes.mentions,
isLocked: yachtNotes.isLocked,
createdAt: yachtNotes.createdAt,
updatedAt: yachtNotes.updatedAt,
authorName: userProfiles.displayName,
})
.from(yachtNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
.where(eq(yachtNotes.yachtId, entityId))
.orderBy(desc(yachtNotes.createdAt));
} else {
return db
.select({
id: companyNotes.id,
companyId: companyNotes.companyId,
authorId: companyNotes.authorId,
content: companyNotes.content,
mentions: companyNotes.mentions,
isLocked: companyNotes.isLocked,
createdAt: companyNotes.createdAt,
updatedAt: companyNotes.createdAt,
authorName: userProfiles.displayName,
})
.from(companyNotes)
.leftJoin(userProfiles, eq(userProfiles.userId, companyNotes.authorId))
.where(eq(companyNotes.companyId, entityId))
.orderBy(desc(companyNotes.createdAt));
}
}
export async function create(
portId: string,
entityType: EntityType,
entityId: string,
authorId: string,
data: CreateNoteInput,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [note] = await db
.insert(yachtNotes)
.values({ yachtId: entityId, authorId, content: data.content })
.returning();
if (!note) throw new Error('Insert failed');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'companies') {
const [note] = await db
.insert(companyNotes)
.values({ companyId: entityId, authorId, content: data.content })
.returning();
if (!note) throw new Error('Insert failed');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
return { ...note, authorName: profile[0]?.displayName ?? null, updatedAt: note.createdAt };
}
if (entityType === 'clients') {
const [note] = await db
.insert(clientNotes)
.values({ clientId: entityId, authorId, content: data.content })
.returning();
if (!note) throw new Error('Insert failed');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
const authorName = profile[0]?.displayName ?? null;
// Fire mention notifications (fire-and-forget)
if (note.mentions && note.mentions.length > 0) {
for (const mentionedUserId of note.mentions) {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: mentionedUserId,
type: 'mention',
title: 'You were mentioned in a note',
description: `${authorName ?? 'Someone'} mentioned you in a note`,
link: `/clients/${entityId}`,
entityType: 'client',
entityId,
dedupeKey: `note:${note.id}:mention:${mentionedUserId}`,
}),
);
}
}
return { ...note, authorName };
} else {
const [note] = await db
.insert(interestNotes)
.values({ interestId: entityId, authorId, content: data.content })
.returning();
if (!note) throw new Error('Insert failed');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, authorId))
.limit(1);
const authorName = profile[0]?.displayName ?? null;
// Fire mention notifications (fire-and-forget)
if (note.mentions && note.mentions.length > 0) {
for (const mentionedUserId of note.mentions) {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: mentionedUserId,
type: 'mention',
title: 'You were mentioned in a note',
description: `${authorName ?? 'Someone'} mentioned you in a note`,
link: `/interests/${entityId}`,
entityType: 'interest',
entityId,
dedupeKey: `note:${note.id}:mention:${mentionedUserId}`,
}),
);
}
}
return { ...note, authorName };
}
throw new Error(`Unsupported entityType: ${entityType as string}`);
}
export async function update(
portId: string,
entityType: EntityType,
entityId: string,
noteId: string,
data: UpdateNoteInput,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [existing] = await db
.select()
.from(yachtNotes)
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(yachtNotes)
.set({ content: data.content, updatedAt: new Date() })
.where(eq(yachtNotes.id, noteId))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
if (entityType === 'companies') {
const [existing] = await db
.select()
.from(companyNotes)
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(companyNotes)
.set({ content: data.content })
.where(eq(companyNotes.id, noteId))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return {
...updated,
authorName: profile[0]?.displayName ?? null,
updatedAt: updated.createdAt,
};
}
if (entityType === 'clients') {
const [existing] = await db
.select()
.from(clientNotes)
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(clientNotes)
.set({ content: data.content, updatedAt: new Date() })
.where(eq(clientNotes.id, noteId))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
} else {
const [existing] = await db
.select()
.from(interestNotes)
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
const [updated] = await db
.update(interestNotes)
.set({ content: data.content, updatedAt: new Date() })
.where(eq(interestNotes.id, noteId))
.returning();
if (!updated) throw new NotFoundError('Note');
const profile = await db
.select({ displayName: userProfiles.displayName })
.from(userProfiles)
.where(eq(userProfiles.userId, updated.authorId))
.limit(1);
return { ...updated, authorName: profile[0]?.displayName ?? null };
}
}
export async function deleteNote(
portId: string,
entityType: EntityType,
entityId: string,
noteId: string,
) {
await verifyParentBelongsToPort(entityType, entityId, portId);
if (entityType === 'yachts') {
const [existing] = await db
.select()
.from(yachtNotes)
.where(and(eq(yachtNotes.id, noteId), eq(yachtNotes.yachtId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
await db.delete(yachtNotes).where(eq(yachtNotes.id, noteId));
return existing;
}
if (entityType === 'companies') {
const [existing] = await db
.select()
.from(companyNotes)
.where(and(eq(companyNotes.id, noteId), eq(companyNotes.companyId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
await db.delete(companyNotes).where(eq(companyNotes.id, noteId));
return existing;
}
if (entityType === 'clients') {
const [existing] = await db
.select()
.from(clientNotes)
.where(and(eq(clientNotes.id, noteId), eq(clientNotes.clientId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
await db.delete(clientNotes).where(eq(clientNotes.id, noteId));
return existing;
} else {
const [existing] = await db
.select()
.from(interestNotes)
.where(and(eq(interestNotes.id, noteId), eq(interestNotes.interestId, entityId)))
.limit(1);
if (!existing) throw new NotFoundError('Note');
if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
throw new ValidationError('Note edit window has expired (15 minutes)');
}
await db.delete(interestNotes).where(eq(interestNotes.id, noteId));
return existing;
}
}