Files
pn-new-crm/src/lib/services/record-export.ts
Matt Ciaccio 0ed401d083 refactor(clients): drop deprecated yacht/company/proxy columns
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00

242 lines
7.7 KiB
TypeScript

import { and, desc, eq, inArray, isNull, or } from 'drizzle-orm';
import { db } from '@/lib/db';
import { clients, clientContacts } from '@/lib/db/schema/clients';
import { interests } from '@/lib/db/schema/interests';
import { berths, berthWaitingList, berthMaintenanceLog } from '@/lib/db/schema/berths';
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 berth mooring numbers
const berthIds = interestList.map((i) => i.berthId).filter(Boolean) as string[];
let berthsMap: Record<string, string> = {};
if (berthIds.length > 0) {
const berthRows = await db
.select({ id: berths.id, mooringNumber: berths.mooringNumber })
.from(berths)
.where(inArray(berths.id, berthIds));
berthsMap = Object.fromEntries(berthRows.map((b) => [b.id, b.mooringNumber]));
}
const enrichedInterests = interestList.map((i) => ({
...i,
berthMooringNumber: i.berthId ? (berthsMap[i.berthId] ?? null) : 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
const linkedInterests = await db
.select()
.from(interests)
.where(and(eq(interests.berthId, berthId), eq(interests.portId, portId)))
.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) }),
]);
let berth = null;
if (interest.berthId) {
berth = await db.query.berths.findFirst({ where: eq(berths.id, interest.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]);
}