Files
pn-new-crm/src/lib/services/entity-activity.service.ts
Matt 3e4d9d6310 feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.

EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.

Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.

Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.

Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).

Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).

Berth interest list overhaul:
  - Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
  - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
  - Per-letter row tinting via colored left-border accent + dot in cell
  - Documents tab merged Files (single attachments section)

Topbar improvements:
  - Always-visible back arrow on detail pages (path depth > 2)
  - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
    push their entity hierarchy (Clients › Mary Smith › Interest › B17)
  - Tighter spacing, softer separators, 160px crumb truncation

DataTable upgrades:
  - Page-size selector with All option (validator cap raised to 1000)
  - getRowClassName slot for per-row styling (used by berth tinting)
  - Fixed Radix SelectItem crash on empty-string values via __any__
    sentinel (was crashing every list page that opened a select filter)

Interest list:
  - Configurable columns picker
  - Stage cell clickable into detail
  - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
  - Save view moved into ColumnPicker menu; Views button hidden when
    no views are saved
  - Pipeline kanban board endpoint at /api/v1/interests/board with
    minimal projection, 5000-row cap + truncated banner, filter
    pass-through

Mobile chrome + sidebar collapse removed (always-expanded design choice).

User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00

110 lines
3.6 KiB
TypeScript

import { and, eq, inArray } from 'drizzle-orm';
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
import { user } from '@/lib/db/schema/users';
import { searchAuditLogs, type AuditSearchOptions } from '@/lib/services/audit-search.service';
/**
* Shared loader for the per-entity Activity tab. Wraps `searchAuditLogs`
* with actor-email resolution so each row can render `who did what`.
*
* Tenant gate happens at the API route — this service trusts the caller
* to pass an entityId that belongs to `portId`.
*/
export async function loadEntityActivity(args: {
portId: string;
entityType: string;
entityId: string;
limit?: number;
}) {
const { rows } = await searchAuditLogs({
portId: args.portId,
entityType: args.entityType,
entityId: args.entityId,
limit: args.limit ?? 50,
});
const userIds = Array.from(
new Set(rows.map((r) => r.userId).filter((u): u is string => Boolean(u))),
);
const userRows = userIds.length
? await db
.select({ id: user.id, email: user.email, name: user.name })
.from(user)
.where(inArray(user.id, userIds))
: [];
const userMap = new Map(userRows.map((u) => [u.id, u]));
return rows.map((r) => ({
...r,
actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
}));
}
/**
* Aggregated activity for a client — includes audit logs for the
* client itself + every interest belonging to that client. Used by
* the Client overview's Activity tab so the rep sees the whole
* timeline without clicking into each interest individually.
*
* Two queries (one per entityType) merged + sorted in JS rather than
* a UNION because the auditLogs.entityType field would need to match
* different values in the same SELECT — cleaner to keep the search
* helper's per-entity-type semantics intact and merge here.
*/
export async function loadClientActivityAggregated(args: {
portId: string;
clientId: string;
limit?: number;
}) {
const limit = args.limit ?? 50;
// Resolve interest ids upfront so we know what to fetch in parallel.
const interestRows = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.clientId, args.clientId), eq(interests.portId, args.portId)));
const interestIds = interestRows.map((r) => r.id);
const baseOpts = (entityType: string, entityId?: string, entityIds?: string[]) =>
({
portId: args.portId,
entityType,
entityId,
entityIds,
// Fetch up to `limit` per slice; we'll resort + slice to limit
// after merging. Slight over-fetch keeps the merged window honest
// when the activity is unbalanced (e.g. mostly interest events).
limit,
}) satisfies AuditSearchOptions;
const [clientPage, interestPage] = await Promise.all([
searchAuditLogs(baseOpts('client', args.clientId)),
interestIds.length > 0
? searchAuditLogs(baseOpts('interest', undefined, interestIds))
: Promise.resolve({ rows: [], nextCursor: null }),
]);
const merged = [...clientPage.rows, ...interestPage.rows]
.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())
.slice(0, limit);
// Resolve actor names in one round-trip across the merged set.
const userIds = Array.from(
new Set(merged.map((r) => r.userId).filter((u): u is string => Boolean(u))),
);
const userRows = userIds.length
? await db
.select({ id: user.id, email: user.email, name: user.name })
.from(user)
.where(inArray(user.id, userIds))
: [];
const userMap = new Map(userRows.map((u) => [u.id, u]));
return merged.map((r) => ({
...r,
actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
}));
}