CRM

2026-03-14 16:08:29 -05:00
parent 84bd962744
commit 9c8298c5e3
17 changed files with 975 additions and 102 deletions
--- a/server/prisma/migrations/20260314200000_crm_status_and_filters/migration.sql
+++ b/server/prisma/migrations/20260314200000_crm_status_and_filters/migration.sql
@@ -0,0 +1,7 @@
+ALTER TABLE "Customer" ADD COLUMN "status" TEXT NOT NULL DEFAULT 'ACTIVE';
+
+ALTER TABLE "Vendor" ADD COLUMN "status" TEXT NOT NULL DEFAULT 'ACTIVE';
+
+CREATE INDEX "Customer_status_idx" ON "Customer"("status");
+
+CREATE INDEX "Vendor_status_idx" ON "Vendor"("status");
--- a/server/prisma/schema.prisma
+++ b/server/prisma/schema.prisma
@@ -111,6 +111,7 @@ model Customer {
  state        String
  postalCode   String
  country      String
+  status       String   @default("ACTIVE")
  notes        String
  createdAt    DateTime @default(now())
  updatedAt    DateTime @updatedAt
@@ -127,6 +128,7 @@ model Vendor {
  state        String
  postalCode   String
  country      String
+  status       String   @default("ACTIVE")
  notes        String
  createdAt    DateTime @default(now())
  updatedAt    DateTime @updatedAt
--- a/server/src/modules/crm/router.ts
+++ b/server/src/modules/crm/router.ts
@@ -1,17 +1,158 @@
-import { permissions } from "@mrp/shared";
+import { crmRecordStatuses, permissions } from "@mrp/shared";
 import { Router } from "express";
+import { z } from "zod";

-import { ok } from "../../lib/http.js";
+import { fail, ok } from "../../lib/http.js";
 import { requirePermissions } from "../../lib/rbac.js";
-import { listCustomers, listVendors } from "./service.js";
+import {
+  createCustomer,
+  createVendor,
+  getCustomerById,
+  getVendorById,
+  listCustomers,
+  listVendors,
+  updateCustomer,
+  updateVendor,
+} from "./service.js";
+
+const crmRecordSchema = z.object({
+  name: z.string().trim().min(1),
+  email: z.string().trim().email(),
+  phone: z.string().trim().min(1),
+  addressLine1: z.string().trim().min(1),
+  addressLine2: z.string(),
+  city: z.string().trim().min(1),
+  state: z.string().trim().min(1),
+  postalCode: z.string().trim().min(1),
+  country: z.string().trim().min(1),
+  status: z.enum(crmRecordStatuses),
+  notes: z.string(),
+});
+
+const crmListQuerySchema = z.object({
+  q: z.string().optional(),
+  state: z.string().optional(),
+  status: z.enum(crmRecordStatuses).optional(),
+});
+
+function getRouteParam(value: string | string[] | undefined) {
+  return typeof value === "string" ? value : null;
+}

 export const crmRouter = Router();

 crmRouter.get("/customers", requirePermissions([permissions.crmRead]), async (_request, response) => {
-  return ok(response, await listCustomers());
+  const parsed = crmListQuerySchema.safeParse(_request.query);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "CRM filters are invalid.");
+  }
+
+  return ok(
+    response,
+    await listCustomers({
+      query: parsed.data.q,
+      status: parsed.data.status,
+      state: parsed.data.state,
+    })
+  );
+});
+
+crmRouter.get("/customers/:customerId", requirePermissions([permissions.crmRead]), async (request, response) => {
+  const customerId = getRouteParam(request.params.customerId);
+  if (!customerId) {
+    return fail(response, 400, "INVALID_INPUT", "Customer id is invalid.");
+  }
+
+  const customer = await getCustomerById(customerId);
+  if (!customer) {
+    return fail(response, 404, "CRM_CUSTOMER_NOT_FOUND", "Customer record was not found.");
+  }
+
+  return ok(response, customer);
+});
+
+crmRouter.post("/customers", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Customer payload is invalid.");
+  }
+
+  return ok(response, await createCustomer(parsed.data), 201);
+});
+
+crmRouter.put("/customers/:customerId", 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 = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Customer payload is invalid.");
+  }
+
+  const customer = await updateCustomer(customerId, parsed.data);
+  if (!customer) {
+    return fail(response, 404, "CRM_CUSTOMER_NOT_FOUND", "Customer record was not found.");
+  }
+
+  return ok(response, customer);
 });

 crmRouter.get("/vendors", requirePermissions([permissions.crmRead]), async (_request, response) => {
-  return ok(response, await listVendors());
+  const parsed = crmListQuerySchema.safeParse(_request.query);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "CRM filters are invalid.");
+  }
+
+  return ok(
+    response,
+    await listVendors({
+      query: parsed.data.q,
+      status: parsed.data.status,
+      state: parsed.data.state,
+    })
+  );
 });

+crmRouter.get("/vendors/:vendorId", requirePermissions([permissions.crmRead]), async (request, response) => {
+  const vendorId = getRouteParam(request.params.vendorId);
+  if (!vendorId) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor id is invalid.");
+  }
+
+  const vendor = await getVendorById(vendorId);
+  if (!vendor) {
+    return fail(response, 404, "CRM_VENDOR_NOT_FOUND", "Vendor record was not found.");
+  }
+
+  return ok(response, vendor);
+});
+
+crmRouter.post("/vendors", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor payload is invalid.");
+  }
+
+  return ok(response, await createVendor(parsed.data), 201);
+});
+
+crmRouter.put("/vendors/:vendorId", 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 = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor payload is invalid.");
+  }
+
+  const vendor = await updateVendor(vendorId, parsed.data);
+  if (!vendor) {
+    return fail(response, 404, "CRM_VENDOR_NOT_FOUND", "Vendor record was not found.");
+  }
+
+  return ok(response, vendor);
+});
--- a/server/src/modules/crm/service.ts
+++ b/server/src/modules/crm/service.ts
@@ -1,14 +1,147 @@
+import type {
+  CrmRecordDetailDto,
+  CrmRecordInput,
+  CrmRecordStatus,
+  CrmRecordSummaryDto,
+} from "@mrp/shared/dist/crm/types.js";
+import type { Customer, Vendor } from "@prisma/client";
+
 import { prisma } from "../../lib/prisma.js";

-export async function listCustomers() {
-  return prisma.customer.findMany({
-    orderBy: { name: "asc" },
-  });
+function mapSummary(record: Customer | Vendor): CrmRecordSummaryDto {
+  return {
+    id: record.id,
+    name: record.name,
+    email: record.email,
+    phone: record.phone,
+    city: record.city,
+    state: record.state,
+    country: record.country,
+    status: record.status as CrmRecordStatus,
+    updatedAt: record.updatedAt.toISOString(),
+  };
 }

-export async function listVendors() {
-  return prisma.vendor.findMany({
-    orderBy: { name: "asc" },
-  });
+function mapDetail(record: Customer | Vendor): CrmRecordDetailDto {
+  return {
+    ...mapSummary(record),
+    addressLine1: record.addressLine1,
+    addressLine2: record.addressLine2,
+    postalCode: record.postalCode,
+    notes: record.notes,
+    createdAt: record.createdAt.toISOString(),
+  };
 }

+interface CrmListFilters {
+  query?: string;
+  status?: CrmRecordStatus;
+  state?: string;
+}
+
+function buildWhereClause(filters: CrmListFilters) {
+  const trimmedQuery = filters.query?.trim();
+  const trimmedState = filters.state?.trim();
+
+  return {
+    ...(filters.status ? { status: filters.status } : {}),
+    ...(trimmedState ? { state: { contains: trimmedState } } : {}),
+    ...(trimmedQuery
+      ? {
+          OR: [
+            { name: { contains: trimmedQuery } },
+            { email: { contains: trimmedQuery } },
+            { phone: { contains: trimmedQuery } },
+            { city: { contains: trimmedQuery } },
+            { state: { contains: trimmedQuery } },
+            { postalCode: { contains: trimmedQuery } },
+            { country: { contains: trimmedQuery } },
+          ],
+        }
+      : {}),
+  };
+}
+
+export async function listCustomers(filters: CrmListFilters = {}) {
+  const customers = await prisma.customer.findMany({
+    where: buildWhereClause(filters),
+    orderBy: { name: "asc" },
+  });
+
+  return customers.map(mapSummary);
+}
+
+export async function getCustomerById(customerId: string) {
+  const customer = await prisma.customer.findUnique({
+    where: { id: customerId },
+  });
+
+  return customer ? mapDetail(customer) : null;
+}
+
+export async function createCustomer(payload: CrmRecordInput) {
+  const customer = await prisma.customer.create({
+    data: payload,
+  });
+
+  return mapDetail(customer);
+}
+
+export async function updateCustomer(customerId: string, payload: CrmRecordInput) {
+  const existingCustomer = await prisma.customer.findUnique({
+    where: { id: customerId },
+  });
+
+  if (!existingCustomer) {
+    return null;
+  }
+
+  const customer = await prisma.customer.update({
+    where: { id: customerId },
+    data: payload,
+  });
+
+  return mapDetail(customer);
+}
+
+export async function listVendors(filters: CrmListFilters = {}) {
+  const vendors = await prisma.vendor.findMany({
+    where: buildWhereClause(filters),
+    orderBy: { name: "asc" },
+  });
+
+  return vendors.map(mapSummary);
+}
+
+export async function getVendorById(vendorId: string) {
+  const vendor = await prisma.vendor.findUnique({
+    where: { id: vendorId },
+  });
+
+  return vendor ? mapDetail(vendor) : null;
+}
+
+export async function createVendor(payload: CrmRecordInput) {
+  const vendor = await prisma.vendor.create({
+    data: payload,
+  });
+
+  return mapDetail(vendor);
+}
+
+export async function updateVendor(vendorId: string, payload: CrmRecordInput) {
+  const existingVendor = await prisma.vendor.findUnique({
+    where: { id: vendorId },
+  });
+
+  if (!existingVendor) {
+    return null;
+  }
+
+  const vendor = await prisma.vendor.update({
+    where: { id: vendorId },
+    data: payload,
+  });
+
+  return mapDetail(vendor);
+}