Files
pn-new-crm/src/app/api/v1/clients/bulk/route.ts
Matt ccc775dc66 feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)
73-file atomic rename per docs/tenancies-design.md:

- Migration 0085: rename table + indexes + FK constraints; rename
  documents.reservation_id → tenancy_id; migrate jsonb permission maps
  (reservations resource → tenancies; collapse create+activate → manage);
  rewrite historical audit_logs.entity_type='berth_reservation' →
  'berth_tenancy'. FK renames wrapped in DO blocks so dev DBs that pre-date
  the FK additions don't abort.
- Schema: berthReservations → berthTenancies; BerthReservation type →
  BerthTenancy; indexes idx_br_* / idx_brr_* → idx_bt_*.
- RolePermissions: resource { view, create, activate, cancel } collapses to
  { view, manage, cancel }; all 8 default seed bundles + role-form + matrix
  updated.
- Service: berth-reservations.service.ts → berth-tenancies.service.ts;
  endReservation → endTenancy; listReservations → listTenancies.
- API: /api/v1/berth-reservations → /api/v1/tenancies (+ nested [id]);
  /api/v1/berths/[id]/reservations → /api/v1/berths/[id]/tenancies.
- Validators: reservations.ts → tenancies.ts; RESERVATION_STATUSES →
  TENANCY_STATUSES; endReservationSchema → endTenancySchema.
- Routes: /{portSlug}/berth-reservations → /{portSlug}/tenancies;
  /portal/my-reservations → /portal/my-tenancies.
- Components: src/components/reservations/* → src/components/tenancies/*;
  BerthReservationsTab → BerthTenanciesTab; ClientReservationsTab →
  ClientTenanciesTab; ReservationList → TenancyList.
- Socket events: berth_reservation:* → berth_tenancy:*; payload
  reservationId → tenancyId.
- Webhook events: berth_reservation.* → berth_tenancy.*.
- Portal: getPortalUserReservations → getPortalUserTenancies;
  PortalReservation → PortalTenancy; PortalDashboard.counts.activeReservations
  → activeTenancies; PortalNav label "Reservations" → "Tenancies".
- Dossier: DossierReservation → DossierTenancy; reservationDecisions →
  tenancyDecisions across smart-archive-dialog + bulk-archive routes.
- Documents schema: documents.reservationId → documents.tenancyId
  (TS + DB column + index + FK constraint).
- Activity feed label berth_reservation → berth_tenancy (matched against
  migrated historical audit rows).

KEPT (separate concepts):
- Reservation Agreement document type (the contract sent to clients).
- "Reservation" pipeline stage name.
- {{reservation.*}} merge tokens in template authoring.
- interest.reservationStatus / reservationDocStatus / dateReservationSent
  fields (track agreement signing on the deal).
- reservation-agreement-context.ts service (builds merge context for the
  Reservation Agreement doc; only its DB imports were renamed).

Verified: tsc clean, 1480/1480 vitest passing, migration applied.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 15:09:35 +02:00

222 lines
8.1 KiB
TypeScript

import { NextResponse } from 'next/server';
import { z } from 'zod';
import { eq, and } from 'drizzle-orm';
import { withAuth } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { runBulk } from '@/lib/api/bulk-helpers';
import { db } from '@/lib/db';
import { clients, clientTags } from '@/lib/db/schema/clients';
import { setClientTags } from '@/lib/services/clients.service';
import {
getClientArchiveDossier,
type ClientArchiveDossier,
} from '@/lib/services/client-archive-dossier.service';
import {
archiveClientWithDecisions,
type ArchiveResult,
} from '@/lib/services/client-archive.service';
import { notifyNextInLine } from '@/lib/services/next-in-line-notify.service';
import { getQueue } from '@/lib/queue';
import { logger } from '@/lib/logger';
import { errorResponse } from '@/lib/errors';
const bulkSchema = z.discriminatedUnion('action', [
z.object({
action: z.literal('archive'),
ids: z.array(z.string().min(1)).min(1).max(100),
/** When provided, lifts the high-stakes block on listed clients
* individually. The bulk-archive wizard collects these from the
* operator one client at a time. Reasons must be ≥5 characters. */
reasonsByClientId: z.record(z.string(), z.string().min(5).max(2000)).optional(),
}),
z.object({
action: z.literal('add_tag'),
ids: z.array(z.string().min(1)).min(1).max(100),
tagId: z.string().min(1),
}),
z.object({
action: z.literal('remove_tag'),
ids: z.array(z.string().min(1)).min(1).max(100),
tagId: z.string().min(1),
}),
]);
const PERMISSION_BY_ACTION = {
archive: 'delete' as const,
add_tag: 'edit' as const,
remove_tag: 'edit' as const,
};
export const POST = withAuth(async (req, ctx) => {
let body: z.infer<typeof bulkSchema>;
try {
body = await parseBody(req, bulkSchema);
} catch (error) {
return errorResponse(error);
}
const allowed = ctx.isSuperAdmin
? true
: !!ctx.permissions?.clients?.[PERMISSION_BY_ACTION[body.action]];
if (!allowed) return NextResponse.json({ error: 'Forbidden' }, { status: 403 });
const meta = {
userId: ctx.userId,
portId: ctx.portId,
ipAddress: ctx.ipAddress,
userAgent: ctx.userAgent,
};
const reasonsByClientId = body.action === 'archive' ? (body.reasonsByClientId ?? {}) : {};
// Collect per-archive side-effects so we can fan out Documenso voids
// + next-in-line notifications AFTER the bulk loop completes (mirrors
// the single-client route's post-commit behaviour). Without this the
// bulk path silently dropped both side-effect streams (audit R2-C1).
const archiveSideEffects: Array<{
dossier: ClientArchiveDossier;
result: ArchiveResult;
}> = [];
const { results, summary } = await runBulk(body.ids, async (id) => {
if (body.action === 'archive') {
// Bulk archive uses the smart-archive backend with sensible
// low-stakes defaults: release available/under-offer berths,
// retain sold ones, cancel active reservations, leave invoices,
// leave Documenso envelopes pending. High-stakes clients require
// a per-client reason supplied via reasonsByClientId; the bulk-
// archive wizard captures these one at a time before submitting.
const dossier = await getClientArchiveDossier(id, ctx.portId);
// Idempotent: if a previous request already archived this client
// (e.g. a network retry / double-click), treat it as success
// rather than letting `archiveClientWithDecisions` throw a
// ConflictError that runBulk will surface as a per-row failure.
if (dossier.client.archivedAt) {
return;
}
const perClientReason = reasonsByClientId[id];
if (dossier.stakeLevel === 'high' && !perClientReason) {
throw new Error(
`Client at ${dossier.highStakesStage} requires a per-client reason; supply one in reasonsByClientId.`,
);
}
if (dossier.blockers.length > 0) {
throw new Error(`Cannot archive: ${dossier.blockers[0]}`);
}
const hasSignedDocs = dossier.documents.some(
(d) => d.status === 'completed' || d.status === 'signed',
);
const reason = perClientReason ?? 'Bulk archive (low-stakes auto-mode)';
// Pick the berth's first linked interest from the dossier
// (authoritative interest_berths join). Berths with no linked
// interest for this client are dropped - emitting an empty
// interestId causes the delete to silently match zero rows
// (audit R2-H3).
const berthDecisions = dossier.berths
.map((b) => {
const interestId = b.linkedInterestIds[0];
if (!interestId) return null;
return {
berthId: b.berthId,
interestId,
action: b.status === 'sold' ? ('retain' as const) : ('release' as const),
};
})
.filter(
(x): x is { berthId: string; interestId: string; action: 'retain' | 'release' } =>
x !== null,
);
const result = await archiveClientWithDecisions({
dossier,
decisions: {
reason,
acknowledgedSignedDocuments: hasSignedDocs,
berthDecisions,
yachtDecisions: dossier.yachts.map((y) => ({ yachtId: y.yachtId, action: 'retain' })),
tenancyDecisions: dossier.tenancies.map((r) => ({
tenancyId: r.tenancyId,
action: 'cancel',
})),
invoiceDecisions: dossier.invoices.map((i) => ({
invoiceId: i.invoiceId,
action: 'leave',
})),
documentDecisions: dossier.documents.map((d) => ({
documentId: d.documentId,
action: 'leave',
})),
},
meta,
});
archiveSideEffects.push({ dossier, result });
return;
}
const client = await db.query.clients.findFirst({
where: and(eq(clients.id, id), eq(clients.portId, ctx.portId)),
});
if (!client) throw new Error('Client not found');
const existing = await db
.select({ tagId: clientTags.tagId })
.from(clientTags)
.where(eq(clientTags.clientId, id));
const current = new Set(existing.map((t) => t.tagId));
if (body.action === 'add_tag') current.add(body.tagId);
else current.delete(body.tagId);
await setClientTags(id, ctx.portId, Array.from(current), meta);
});
// Post-commit side-effects, identical pattern to the single-client
// route at /api/v1/clients/[id]/archive. Documenso voids → BullMQ
// documents queue; next-in-line notifications fire-and-forget per
// released berth.
if (archiveSideEffects.length > 0) {
const queue = getQueue('documents');
for (const { dossier, result } of archiveSideEffects) {
for (const c of result.externalCleanups) {
if (c.kind === 'documenso_void') {
await queue
.add('documenso-void', {
documentId: c.documentId,
documensoId: c.documensoId,
portId: ctx.portId,
})
.catch((err) =>
logger.error(
{ err, documentId: c.documentId, clientId: result.clientId },
'Bulk archive: failed to enqueue Documenso void',
),
);
}
}
for (const released of result.releasedBerths) {
if (released.nextInLineInterestIds.length === 0) continue;
const otherInterests =
dossier.berths
.find((b) => b.berthId === released.berthId)
?.otherInterests.map((o) => ({
interestId: o.interestId,
clientName: o.clientName,
pipelineStage: o.pipelineStage,
})) ?? [];
void notifyNextInLine({
portId: ctx.portId,
berthId: released.berthId,
mooringNumber: released.mooringNumber,
archivedClientName: dossier.client.fullName,
nextInLineInterests: otherInterests,
}).catch((err) =>
logger.error(
{ err, berthId: released.berthId, clientId: result.clientId },
'Bulk archive: failed to fire next-in-line notification',
),
);
}
}
}
return NextResponse.json({ data: { results, summary } });
});