crm2

server/src/modules/crm/router.ts

@@ -1,11 +1,14 @@
-import { crmRecordStatuses, permissions } from "@mrp/shared";
+import { permissions } from "@mrp/shared";
+import { crmContactEntryTypes, crmRecordStatuses } from "@mrp/shared/dist/crm/types.js";
 import { Router } from "express";
 import { z } from "zod";
 
 import { fail, ok } from "../../lib/http.js";
 import { requirePermissions } from "../../lib/rbac.js";
 import {
+  createCustomerContactEntry,
   createCustomer,
+  createVendorContactEntry,
   createVendor,
   getCustomerById,
   getVendorById,
@@ -35,6 +38,13 @@ const crmListQuerySchema = z.object({
   status: z.enum(crmRecordStatuses).optional(),
 });
 
+const crmContactEntrySchema = z.object({
+  type: z.enum(crmContactEntryTypes),
+  summary: z.string().trim().min(1).max(160),
+  body: z.string().trim().min(1).max(4000),
+  contactAt: z.string().datetime(),
+});
+
 function getRouteParam(value: string | string[] | undefined) {
   return typeof value === "string" ? value : null;
 }
@@ -99,6 +109,25 @@ crmRouter.put("/customers/:customerId", requirePermissions([permissions.crmWrite
   return ok(response, customer);
 });
 
+crmRouter.post("/customers/:customerId/contact-history", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const customerId = getRouteParam(request.params.customerId);
+  if (!customerId) {
+    return fail(response, 400, "INVALID_INPUT", "Customer id is invalid.");
+  }
+
+  const parsed = crmContactEntrySchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Contact history entry is invalid.");
+  }
+
+  const entry = await createCustomerContactEntry(customerId, parsed.data, request.authUser?.id);
+  if (!entry) {
+    return fail(response, 404, "CRM_CUSTOMER_NOT_FOUND", "Customer record was not found.");
+  }
+
+  return ok(response, entry, 201);
+});
+
 crmRouter.get("/vendors", requirePermissions([permissions.crmRead]), async (_request, response) => {
   const parsed = crmListQuerySchema.safeParse(_request.query);
   if (!parsed.success) {
@@ -156,3 +185,22 @@ crmRouter.put("/vendors/:vendorId", requirePermissions([permissions.crmWrite]),
 
   return ok(response, vendor);
 });
+
+crmRouter.post("/vendors/:vendorId/contact-history", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const vendorId = getRouteParam(request.params.vendorId);
+  if (!vendorId) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor id is invalid.");
+  }
+
+  const parsed = crmContactEntrySchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Contact history entry is invalid.");
+  }
+
+  const entry = await createVendorContactEntry(vendorId, parsed.data, request.authUser?.id);
+  if (!entry) {
+    return fail(response, 404, "CRM_VENDOR_NOT_FOUND", "Vendor record was not found.");
+  }
+
+  return ok(response, entry, 201);
+});

server/src/modules/crm/service.ts

@@ -1,4 +1,7 @@
 import type {
+  CrmContactEntryDto,
+  CrmContactEntryInput,
+  CrmContactEntryType,
   CrmRecordDetailDto,
   CrmRecordInput,
   CrmRecordStatus,
@@ -30,6 +33,58 @@ function mapDetail(record: Customer | Vendor): CrmRecordDetailDto {
     postalCode: record.postalCode,
     notes: record.notes,
     createdAt: record.createdAt.toISOString(),
+    contactHistory: [],
+  };
+}
+
+type ContactEntryWithAuthor = {
+  id: string;
+  type: string;
+  summary: string;
+  body: string;
+  contactAt: Date;
+  createdAt: Date;
+  createdBy: {
+    id: string;
+    firstName: string;
+    lastName: string;
+    email: string;
+  } | null;
+};
+
+type DetailedRecord = (Customer | Vendor) & {
+  contactEntries: ContactEntryWithAuthor[];
+};
+
+function mapContactEntry(entry: ContactEntryWithAuthor): CrmContactEntryDto {
+  return {
+    id: entry.id,
+    type: entry.type as CrmContactEntryType,
+    summary: entry.summary,
+    body: entry.body,
+    contactAt: entry.contactAt.toISOString(),
+    createdAt: entry.createdAt.toISOString(),
+    createdBy: entry.createdBy
+      ? {
+          id: entry.createdBy.id,
+          name: `${entry.createdBy.firstName} ${entry.createdBy.lastName}`.trim(),
+          email: entry.createdBy.email,
+        }
+      : {
+          id: null,
+          name: "System",
+          email: null,
+        },
+  };
+}
+
+function mapDetailedRecord(record: DetailedRecord): CrmRecordDetailDto {
+  return {
+    ...mapDetail(record),
+    contactHistory: record.contactEntries
+      .slice()
+      .sort((left, right) => right.contactAt.getTime() - left.contactAt.getTime())
+      .map(mapContactEntry),
   };
 }
 
@@ -74,9 +129,17 @@ export async function listCustomers(filters: CrmListFilters = {}) {
 export async function getCustomerById(customerId: string) {
   const customer = await prisma.customer.findUnique({
     where: { id: customerId },
+    include: {
+      contactEntries: {
+        include: {
+          createdBy: true,
+        },
+        orderBy: [{ contactAt: "desc" }, { createdAt: "desc" }],
+      },
+    },
   });
 
-  return customer ? mapDetail(customer) : null;
+  return customer ? mapDetailedRecord(customer) : null;
 }
 
 export async function createCustomer(payload: CrmRecordInput) {
@@ -116,9 +179,17 @@ export async function listVendors(filters: CrmListFilters = {}) {
 export async function getVendorById(vendorId: string) {
   const vendor = await prisma.vendor.findUnique({
     where: { id: vendorId },
+    include: {
+      contactEntries: {
+        include: {
+          createdBy: true,
+        },
+        orderBy: [{ contactAt: "desc" }, { createdAt: "desc" }],
+      },
+    },
   });
 
-  return vendor ? mapDetail(vendor) : null;
+  return vendor ? mapDetailedRecord(vendor) : null;
 }
 
 export async function createVendor(payload: CrmRecordInput) {
@@ -145,3 +216,55 @@ export async function updateVendor(vendorId: string, payload: CrmRecordInput) {
 
   return mapDetail(vendor);
 }
+
+export async function createCustomerContactEntry(customerId: string, payload: CrmContactEntryInput, createdById?: string) {
+  const existingCustomer = await prisma.customer.findUnique({
+    where: { id: customerId },
+  });
+
+  if (!existingCustomer) {
+    return null;
+  }
+
+  const entry = await prisma.crmContactEntry.create({
+    data: {
+      type: payload.type,
+      summary: payload.summary,
+      body: payload.body,
+      contactAt: new Date(payload.contactAt),
+      customerId,
+      createdById,
+    },
+    include: {
+      createdBy: true,
+    },
+  });
+
+  return mapContactEntry(entry);
+}
+
+export async function createVendorContactEntry(vendorId: string, payload: CrmContactEntryInput, createdById?: string) {
+  const existingVendor = await prisma.vendor.findUnique({
+    where: { id: vendorId },
+  });
+
+  if (!existingVendor) {
+    return null;
+  }
+
+  const entry = await prisma.crmContactEntry.create({
+    data: {
+      type: payload.type,
+      summary: payload.summary,
+      body: payload.body,
+      contactAt: new Date(payload.contactAt),
+      vendorId,
+      createdById,
+    },
+    include: {
+      createdBy: true,
+    },
+  });
+
+  return mapContactEntry(entry);
+}