Files
pn-new-crm/src/lib/services/interests.service.ts
Matt Ciaccio f9cb8003b5 feat(interests): wire yachtId, enforce ownership + stage-gate
- Add yachtId (optional) to createInterestSchema + listInterestsSchema
  (updateInterestSchema inherits it via partial() automatically).
- Add assertYachtBelongsToClient helper that accepts direct client
  ownership OR company-represented clients with an active membership
  in the owning company.
- createInterest + updateInterest validate yacht ownership whenever
  yachtId is supplied/changed.
- changeInterestStage rejects moving out of stage=open with yachtId
  null (ValidationError).
- listInterests filter supports yachtId.
- Integration tests cover all 7 paths; validator test for yachtId.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:34:44 +02:00

659 lines
20 KiB
TypeScript

import { and, eq, inArray, isNull, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { interests, interestTags } from '@/lib/db/schema/interests';
import { clients } from '@/lib/db/schema/clients';
import { berths } from '@/lib/db/schema/berths';
import { yachts } from '@/lib/db/schema/yachts';
import { companyMemberships } from '@/lib/db/schema/companies';
import { tags } from '@/lib/db/schema/system';
import { createAuditLog } from '@/lib/audit';
import { NotFoundError, ConflictError, ValidationError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { buildListQuery } from '@/lib/db/query-builder';
import { diffEntity } from '@/lib/entity-diff';
import { softDelete, restore, withTransaction } from '@/lib/db/utils';
import type {
CreateInterestInput,
UpdateInterestInput,
ChangeStageInput,
ListInterestsInput,
} from '@/lib/validators/interests';
// ─── Types ────────────────────────────────────────────────────────────────────
interface AuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
// ─── Yacht ownership validator ───────────────────────────────────────────────
async function assertYachtBelongsToClient(
portId: string,
yachtId: string,
clientId: string,
): Promise<void> {
const yacht = await db.query.yachts.findFirst({
where: and(eq(yachts.id, yachtId), eq(yachts.portId, portId)),
});
if (!yacht) throw new ValidationError('yacht not found');
// Direct ownership by client
if (yacht.currentOwnerType === 'client' && yacht.currentOwnerId === clientId) {
return;
}
// Company-represented: client has active membership in the owning company
if (yacht.currentOwnerType === 'company') {
const membership = await db.query.companyMemberships.findFirst({
where: and(
eq(companyMemberships.companyId, yacht.currentOwnerId),
eq(companyMemberships.clientId, clientId),
isNull(companyMemberships.endDate),
),
});
if (membership) return;
}
throw new ValidationError('yacht does not belong to this client');
}
// ─── BR-011: Auto-promote leadCategory ───────────────────────────────────────
async function resolveLeadCategory(
clientId: string,
leadCategory: string | undefined | null,
): Promise<string | undefined> {
if (leadCategory && leadCategory !== 'general_interest') {
return leadCategory;
}
const client = await db.query.clients.findFirst({
where: eq(clients.id, clientId),
});
if (client && (client.yachtLengthFt || client.yachtLengthM)) {
return 'specific_qualified';
}
return leadCategory ?? undefined;
}
// ─── List ─────────────────────────────────────────────────────────────────────
export async function listInterests(portId: string, query: ListInterestsInput) {
const {
page,
limit,
sort,
order,
search,
includeArchived,
clientId,
yachtId,
berthId,
pipelineStage,
leadCategory,
eoiStatus,
tagIds,
} = query;
const filters = [];
if (clientId) {
filters.push(eq(interests.clientId, clientId));
}
if (yachtId) {
filters.push(eq(interests.yachtId, yachtId));
}
if (berthId) {
filters.push(eq(interests.berthId, berthId));
}
if (pipelineStage && pipelineStage.length > 0) {
filters.push(inArray(interests.pipelineStage, pipelineStage));
}
if (leadCategory) {
filters.push(eq(interests.leadCategory, leadCategory));
}
if (eoiStatus) {
filters.push(eq(interests.eoiStatus, eoiStatus));
}
if (tagIds && tagIds.length > 0) {
const interestsWithTags = await db
.selectDistinct({ interestId: interestTags.interestId })
.from(interestTags)
.where(inArray(interestTags.tagId, tagIds));
const matchingIds = interestsWithTags.map((r) => r.interestId);
if (matchingIds.length > 0) {
filters.push(inArray(interests.id, matchingIds));
} else {
return { data: [], total: 0 };
}
}
const sortColumn = (() => {
switch (sort) {
case 'pipelineStage':
return interests.pipelineStage;
case 'leadCategory':
return interests.leadCategory;
case 'createdAt':
return interests.createdAt;
default:
return interests.updatedAt;
}
})();
const result = await buildListQuery({
table: interests,
portIdColumn: interests.portId,
portId,
idColumn: interests.id,
updatedAtColumn: interests.updatedAt,
filters,
sort: { column: sortColumn, direction: order },
page,
pageSize: limit,
searchColumns: [],
searchTerm: search,
includeArchived,
archivedAtColumn: interests.archivedAt,
});
// Join client names and berth mooring numbers
const interestIds = (
result.data as Array<{ id: string; clientId: string; berthId: string | null }>
).map((i) => i.id);
const clientIds = [
...new Set((result.data as Array<{ clientId: string }>).map((i) => i.clientId)),
];
const berthIds = [
...new Set(
(result.data as Array<{ berthId: string | null }>)
.map((i) => i.berthId)
.filter(Boolean) as string[],
),
];
let clientsMap: Record<string, string> = {};
let berthsMap: Record<string, string> = {};
const tagsByInterestId: Record<string, Array<{ id: string; name: string; color: 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]));
}
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]));
}
if (interestIds.length > 0) {
const tagRows = await db
.select({
interestId: interestTags.interestId,
id: tags.id,
name: tags.name,
color: tags.color,
})
.from(interestTags)
.innerJoin(tags, eq(interestTags.tagId, tags.id))
.where(inArray(interestTags.interestId, interestIds));
for (const row of tagRows) {
if (!tagsByInterestId[row.interestId]) tagsByInterestId[row.interestId] = [];
tagsByInterestId[row.interestId]!.push({ id: row.id, name: row.name, color: row.color });
}
}
const data = (result.data as Array<Record<string, unknown>>).map((i) => ({
...i,
clientName: clientsMap[i.clientId as string] ?? null,
berthMooringNumber: i.berthId ? (berthsMap[i.berthId as string] ?? null) : null,
tags: tagsByInterestId[i.id as string] ?? [],
}));
return { data, total: result.total };
}
// ─── Get by ID ────────────────────────────────────────────────────────────────
export async function getInterestById(id: string, portId: string) {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!interest || interest.portId !== portId) {
throw new NotFoundError('Interest');
}
const [clientRow] = await db
.select({ fullName: clients.fullName })
.from(clients)
.where(eq(clients.id, interest.clientId));
let berthMooringNumber: string | null = null;
if (interest.berthId) {
const [berthRow] = await db
.select({ mooringNumber: berths.mooringNumber })
.from(berths)
.where(eq(berths.id, interest.berthId));
berthMooringNumber = berthRow?.mooringNumber ?? null;
}
const tagRows = await db
.select({ id: tags.id, name: tags.name, color: tags.color })
.from(interestTags)
.innerJoin(tags, eq(interestTags.tagId, tags.id))
.where(eq(interestTags.interestId, id));
return {
...interest,
clientName: clientRow?.fullName ?? null,
berthMooringNumber,
tags: tagRows,
};
}
// ─── Create ───────────────────────────────────────────────────────────────────
export async function createInterest(portId: string, data: CreateInterestInput, meta: AuditMeta) {
if (data.yachtId) {
await assertYachtBelongsToClient(portId, data.yachtId, data.clientId);
}
const { tagIds, ...interestData } = data;
// BR-011: auto-promote leadCategory
const resolvedLeadCategory = await resolveLeadCategory(data.clientId, data.leadCategory);
const result = await withTransaction(async (tx) => {
const [interest] = await tx
.insert(interests)
.values({
portId,
...interestData,
leadCategory: resolvedLeadCategory,
})
.returning();
if (tagIds && tagIds.length > 0) {
await tx
.insert(interestTags)
.values(tagIds.map((tagId) => ({ interestId: interest!.id, tagId })));
}
return interest!;
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'create',
entityType: 'interest',
entityId: result.id,
newValue: { clientId: result.clientId, pipelineStage: result.pipelineStage },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:created', {
interestId: result.id,
clientId: result.clientId,
berthId: result.berthId ?? null,
source: result.source ?? '',
});
void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
dispatchWebhookEvent(portId, 'interest:created', {
interestId: result.id,
clientId: result.clientId,
}),
);
return result;
}
// ─── Update ───────────────────────────────────────────────────────────────────
export async function updateInterest(
id: string,
portId: string,
data: UpdateInterestInput,
meta: AuditMeta,
) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
if (data.yachtId && data.yachtId !== existing.yachtId) {
await assertYachtBelongsToClient(portId, data.yachtId, existing.clientId);
}
// BR-011: auto-promote leadCategory if provided
let resolvedLeadCategory = data.leadCategory;
if ('leadCategory' in data) {
resolvedLeadCategory = (await resolveLeadCategory(
existing.clientId,
data.leadCategory,
)) as typeof data.leadCategory;
}
const updateData = { ...data, leadCategory: resolvedLeadCategory };
const { diff } = diffEntity(
existing as Record<string, unknown>,
updateData as Record<string, unknown>,
);
const [updated] = await db
.update(interests)
.set({ ...updateData, updatedAt: new Date() })
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'interest',
entityId: id,
oldValue: diff as Record<string, unknown>,
newValue: updateData as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:updated', {
interestId: id,
changedFields: Object.keys(diff),
});
return updated!;
}
// ─── Change Stage ─────────────────────────────────────────────────────────────
export async function changeInterestStage(
id: string,
portId: string,
data: ChangeStageInput,
meta: AuditMeta,
) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
// Plan: yachtId required to leave stage=open
if (existing.pipelineStage === 'open' && data.pipelineStage !== 'open' && !existing.yachtId) {
throw new ValidationError('yachtId is required before leaving stage=open');
}
const oldStage = existing.pipelineStage;
const [updated] = await db
.update(interests)
.set({ pipelineStage: data.pipelineStage, updatedAt: new Date() })
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
.returning();
// BR-133: Auto-populate milestones based on stage
const milestoneUpdates: Record<string, unknown> = {};
if (data.pipelineStage === 'signed_eoi_nda') milestoneUpdates.dateEoiSigned = new Date();
if (data.pipelineStage === 'contract') milestoneUpdates.dateContractSigned = new Date();
if (data.pipelineStage === 'deposit_10pct') milestoneUpdates.dateDepositReceived = new Date();
if (Object.keys(milestoneUpdates).length > 0) {
await db
.update(interests)
.set({ ...milestoneUpdates, updatedAt: new Date() })
.where(eq(interests.id, id));
}
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'interest',
entityId: id,
oldValue: { pipelineStage: oldStage },
newValue: { pipelineStage: data.pipelineStage, reason: data.reason },
metadata: { type: 'stage_change', reason: data.reason },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:stageChanged', {
interestId: id,
oldStage: oldStage ?? '',
newStage: data.pipelineStage,
clientName: '',
berthNumber: '',
});
void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
dispatchWebhookEvent(portId, 'interest:stageChanged', {
interestId: id,
oldStage: oldStage ?? null,
newStage: data.pipelineStage,
}),
);
// Fire-and-forget notification to the acting user
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: meta.userId,
type: 'interest_stage_changed',
title: `Interest moved to ${data.pipelineStage}`,
description: `Interest ${id} stage changed from ${oldStage ?? 'unknown'} to ${data.pipelineStage}`,
link: `/interests/${id}`,
entityType: 'interest',
entityId: id,
dedupeKey: `interest:${id}:stage:${data.pipelineStage}`,
cooldownMs: 300_000,
}),
);
return updated!;
}
// ─── Archive / Restore ────────────────────────────────────────────────────────
export async function archiveInterest(id: string, portId: string, meta: AuditMeta) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
// BR-014: Block archive if pending EOI/contract
if (existing.eoiStatus === 'waiting_for_signatures' || existing.contractStatus === 'pending') {
throw new ConflictError(
'Cannot archive interest with pending documents. Cancel documents first.',
);
}
await softDelete(interests, interests.id, id);
void createAuditLog({
userId: meta.userId,
portId,
action: 'archive',
entityType: 'interest',
entityId: id,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:archived', { interestId: id });
}
export async function restoreInterest(id: string, portId: string, meta: AuditMeta) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
await restore(interests, interests.id, id);
void createAuditLog({
userId: meta.userId,
portId,
action: 'restore',
entityType: 'interest',
entityId: id,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:updated', { interestId: id, changedFields: [] });
}
// ─── Set Tags ─────────────────────────────────────────────────────────────────
export async function setInterestTags(
id: string,
portId: string,
tagIds: string[],
meta: AuditMeta,
) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
await db.delete(interestTags).where(eq(interestTags.interestId, id));
if (tagIds.length > 0) {
await db.insert(interestTags).values(tagIds.map((tagId) => ({ interestId: id, tagId })));
}
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'interest',
entityId: id,
metadata: { type: 'tags_updated', tagIds },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:updated', { interestId: id, changedFields: ['tags'] });
return { interestId: id, tagIds };
}
// ─── Link / Unlink Berth ──────────────────────────────────────────────────────
export async function linkBerth(id: string, portId: string, berthId: string, meta: AuditMeta) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
const [updated] = await db
.update(interests)
.set({ berthId, updatedAt: new Date() })
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'interest',
entityId: id,
oldValue: { berthId: existing.berthId },
newValue: { berthId },
metadata: { type: 'berth_linked' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:berthLinked', { interestId: id, berthId });
void import('@/lib/services/webhook-dispatch').then(({ dispatchWebhookEvent }) =>
dispatchWebhookEvent(portId, 'interest:berthLinked', { interestId: id, berthId }),
);
return updated!;
}
export async function unlinkBerth(id: string, portId: string, meta: AuditMeta) {
const existing = await db.query.interests.findFirst({
where: eq(interests.id, id),
});
if (!existing || existing.portId !== portId) {
throw new NotFoundError('Interest');
}
const oldBerthId = existing.berthId;
const [updated] = await db
.update(interests)
.set({ berthId: null, updatedAt: new Date() })
.where(and(eq(interests.id, id), eq(interests.portId, portId)))
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'interest',
entityId: id,
oldValue: { berthId: oldBerthId },
newValue: { berthId: null },
metadata: { type: 'berth_unlinked' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'interest:berthUnlinked', {
interestId: id,
berthId: oldBerthId ?? '',
});
return updated!;
}
// ─── Stage Counts (for board) ────────────────────────────────────────────────
export async function getInterestStageCounts(portId: string) {
const rows = await db
.select({ stage: interests.pipelineStage, count: sql<number>`count(*)::int` })
.from(interests)
.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)))
.groupBy(interests.pipelineStage);
return Object.fromEntries(rows.map((r) => [r.stage, r.count]));
}