@voyantjs/crm 0.106.0 → 0.107.0

package/dist/service/quote-versions.js

@@ -0,0 +1,399 @@
+import { and, desc, eq, isNotNull, isNull, lt, ne, or, sql } from "drizzle-orm";
+import { quotes, quoteVersionLines, quoteVersions, } from "../schema.js";
+import { paginate } from "./helpers.js";
+export class QuoteVersionConflictError extends Error {
+    constructor(message) {
+        super(message);
+        this.name = "QuoteVersionConflictError";
+    }
+}
+function normalizeTimestamp(value) {
+    return value == null ? value : new Date(value);
+}
+function normalizeNow(value) {
+    return value instanceof Date ? value : value ? new Date(value) : new Date();
+}
+function toDateString(value) {
+    return value.toISOString().slice(0, 10);
+}
+export const quoteVersionsService = {
+    async listQuoteVersions(db, query) {
+        const conditions = [];
+        if (query.quoteId)
+            conditions.push(eq(quoteVersions.quoteId, query.quoteId));
+        if (query.status)
+            conditions.push(eq(quoteVersions.status, query.status));
+        const where = conditions.length ? and(...conditions) : undefined;
+        return paginate(db
+            .select()
+            .from(quoteVersions)
+            .where(where)
+            .limit(query.limit)
+            .offset(query.offset)
+            .orderBy(desc(quoteVersions.updatedAt)), db.select({ count: sql `count(*)::int` }).from(quoteVersions).where(where), query.limit, query.offset);
+    },
+    async getQuoteVersionById(db, id) {
+        const [row] = await db.select().from(quoteVersions).where(eq(quoteVersions.id, id)).limit(1);
+        return row ?? null;
+    },
+    async getQuoteVersionProposal(db, id) {
+        const [row] = await db
+            .select({
+            quoteVersion: quoteVersions,
+            quote: quotes,
+        })
+            .from(quoteVersions)
+            .innerJoin(quotes, eq(quoteVersions.quoteId, quotes.id))
+            .where(eq(quoteVersions.id, id))
+            .limit(1);
+        if (!row)
+            return null;
+        return {
+            quote: row.quote,
+            quoteVersion: row.quoteVersion,
+            lines: await db
+                .select()
+                .from(quoteVersionLines)
+                .where(eq(quoteVersionLines.quoteVersionId, id))
+                .orderBy(quoteVersionLines.createdAt),
+        };
+    },
+    async createQuoteVersion(db, data) {
+        if (data.status && data.status !== "draft") {
+            throw new QuoteVersionConflictError("Quote Versions must be created as draft; use lifecycle routes for status changes");
+        }
+        const values = {
+            ...data,
+            sentAt: normalizeTimestamp(data.sentAt),
+            viewedAt: normalizeTimestamp(data.viewedAt),
+            decidedAt: normalizeTimestamp(data.decidedAt),
+        };
+        const [row] = await db.insert(quoteVersions).values(values).returning();
+        return row;
+    },
+    async updateQuoteVersion(db, id, data) {
+        if (data.status !== undefined) {
+            throw new QuoteVersionConflictError("Quote Version status changes must use lifecycle routes");
+        }
+        const values = {
+            ...data,
+            sentAt: normalizeTimestamp(data.sentAt),
+            viewedAt: normalizeTimestamp(data.viewedAt),
+            decidedAt: normalizeTimestamp(data.decidedAt),
+            updatedAt: new Date(),
+        };
+        const [row] = await db
+            .update(quoteVersions)
+            .set(values)
+            .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "draft")))
+            .returning();
+        if (row)
+            return row;
+        const [existing] = await db
+            .select({ status: quoteVersions.status })
+            .from(quoteVersions)
+            .where(eq(quoteVersions.id, id))
+            .limit(1);
+        if (!existing)
+            return null;
+        throw new QuoteVersionConflictError("Quote Versions can only be edited while draft");
+    },
+    async deleteQuoteVersion(db, id) {
+        const [row] = await db
+            .delete(quoteVersions)
+            .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "draft")))
+            .returning({ id: quoteVersions.id });
+        if (row)
+            return row;
+        const [existing] = await db
+            .select({ status: quoteVersions.status })
+            .from(quoteVersions)
+            .where(eq(quoteVersions.id, id))
+            .limit(1);
+        if (!existing)
+            return null;
+        throw new QuoteVersionConflictError("Quote Versions can only be deleted while draft");
+    },
+    async applyTripSnapshotToQuoteVersion(db, id, data) {
+        return db.transaction(async (tx) => {
+            const [quoteVersion] = await tx
+                .update(quoteVersions)
+                .set({
+                tripSnapshotId: data.tripSnapshotId,
+                currency: data.currency,
+                subtotalAmountCents: data.subtotalAmountCents,
+                taxAmountCents: data.taxAmountCents,
+                totalAmountCents: data.totalAmountCents,
+                updatedAt: new Date(),
+            })
+                .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "draft")))
+                .returning();
+            if (!quoteVersion) {
+                const [existing] = await tx
+                    .select({ status: quoteVersions.status })
+                    .from(quoteVersions)
+                    .where(eq(quoteVersions.id, id))
+                    .limit(1);
+                if (!existing)
+                    return null;
+                throw new QuoteVersionConflictError("Trip snapshots can only be applied to draft Quote Versions");
+            }
+            await tx.delete(quoteVersionLines).where(eq(quoteVersionLines.quoteVersionId, id));
+            const lineValues = data.lines.map(({ componentId: _componentId, ...line }) => ({
+                ...line,
+                quoteVersionId: id,
+            }));
+            const lines = lineValues.length > 0
+                ? await tx.insert(quoteVersionLines).values(lineValues).returning()
+                : [];
+            return { quoteVersion, lines };
+        });
+    },
+    async sendQuoteVersion(db, id, data = {}) {
+        return db.transaction(async (tx) => {
+            const [existing] = await tx
+                .select()
+                .from(quoteVersions)
+                .where(eq(quoteVersions.id, id))
+                .limit(1);
+            if (!existing)
+                return null;
+            if (existing.status !== "draft") {
+                throw new QuoteVersionConflictError("Quote Versions can only be sent from draft");
+            }
+            if (!existing.tripSnapshotId) {
+                throw new QuoteVersionConflictError("Quote Versions must have a Trip snapshot before they can be sent");
+            }
+            const now = new Date();
+            const validUntil = data.validUntil === undefined ? existing.validUntil : data.validUntil;
+            if (validUntil && validUntil < toDateString(now)) {
+                throw new QuoteVersionConflictError("Quote Version validUntil must be today or later");
+            }
+            const [row] = await tx
+                .update(quoteVersions)
+                .set({
+                status: "sent",
+                validUntil,
+                sentAt: now,
+                viewedAt: null,
+                decidedAt: null,
+                updatedAt: now,
+            })
+                .where(eq(quoteVersions.id, id))
+                .returning();
+            return row ?? null;
+        });
+    },
+    async markQuoteVersionViewed(db, id) {
+        const now = new Date();
+        const [row] = await db
+            .update(quoteVersions)
+            .set({
+            viewedAt: now,
+            updatedAt: now,
+        })
+            .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "sent"), isNull(quoteVersions.viewedAt)))
+            .returning();
+        if (row)
+            return row;
+        const [existing] = await db
+            .select()
+            .from(quoteVersions)
+            .where(eq(quoteVersions.id, id))
+            .limit(1);
+        return existing ?? null;
+    },
+    async acceptQuoteVersion(db, id, _data = {}) {
+        return db.transaction(async (tx) => {
+            const [current] = await tx
+                .select({
+                quoteVersion: quoteVersions,
+                quote: quotes,
+            })
+                .from(quoteVersions)
+                .innerJoin(quotes, eq(quoteVersions.quoteId, quotes.id))
+                .where(eq(quoteVersions.id, id))
+                .limit(1);
+            if (!current)
+                return null;
+            if (current.quote.acceptedVersionId &&
+                current.quote.acceptedVersionId !== current.quoteVersion.id) {
+                throw new QuoteVersionConflictError("Quote already has an accepted Quote Version");
+            }
+            if (current.quoteVersion.status === "accepted") {
+                return {
+                    quote: current.quote,
+                    quoteVersion: current.quoteVersion,
+                    closedQuoteVersions: [],
+                };
+            }
+            if (current.quoteVersion.status !== "sent") {
+                throw new QuoteVersionConflictError("Quote Versions can only be accepted after they are sent");
+            }
+            const now = new Date();
+            const [quoteVersion] = await tx
+                .update(quoteVersions)
+                .set({
+                status: "accepted",
+                decidedAt: now,
+                updatedAt: now,
+            })
+                .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "sent")))
+                .returning();
+            if (!quoteVersion) {
+                throw new QuoteVersionConflictError("Quote Versions can only be accepted after they are sent");
+            }
+            const declinedVersions = await tx
+                .update(quoteVersions)
+                .set({
+                status: "declined",
+                decidedAt: now,
+                updatedAt: now,
+            })
+                .where(and(eq(quoteVersions.quoteId, quoteVersion.quoteId), ne(quoteVersions.id, quoteVersion.id), eq(quoteVersions.status, "sent")))
+                .returning();
+            const supersededVersions = await tx
+                .update(quoteVersions)
+                .set({
+                status: "superseded",
+                decidedAt: now,
+                updatedAt: now,
+            })
+                .where(and(eq(quoteVersions.quoteId, quoteVersion.quoteId), ne(quoteVersions.id, quoteVersion.id), eq(quoteVersions.status, "draft")))
+                .returning();
+            const [quote] = await tx
+                .update(quotes)
+                .set({
+                status: "won",
+                acceptedVersionId: quoteVersion.id,
+                valueAmountCents: quoteVersion.totalAmountCents,
+                valueCurrency: quoteVersion.currency,
+                closedAt: now,
+                updatedAt: now,
+            })
+                .where(and(eq(quotes.id, quoteVersion.quoteId), or(isNull(quotes.acceptedVersionId), eq(quotes.acceptedVersionId, quoteVersion.id))))
+                .returning();
+            if (!quote) {
+                throw new QuoteVersionConflictError("Quote already has an accepted Quote Version");
+            }
+            return {
+                quote,
+                quoteVersion,
+                closedQuoteVersions: [...declinedVersions, ...supersededVersions],
+            };
+        });
+    },
+    async declineQuoteVersion(db, id, _data = {}) {
+        const now = new Date();
+        const [row] = await db
+            .update(quoteVersions)
+            .set({
+            status: "declined",
+            decidedAt: now,
+            updatedAt: now,
+        })
+            .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "sent")))
+            .returning();
+        if (row)
+            return row;
+        const [existing] = await db
+            .select({ status: quoteVersions.status })
+            .from(quoteVersions)
+            .where(eq(quoteVersions.id, id))
+            .limit(1);
+        if (!existing)
+            return null;
+        throw new QuoteVersionConflictError("Quote Versions can only be declined after they are sent");
+    },
+    async expireQuoteVersionIfPastValidUntil(db, id, nowValue) {
+        const now = normalizeNow(nowValue);
+        const [row] = await db
+            .update(quoteVersions)
+            .set({
+            status: "expired",
+            decidedAt: now,
+            updatedAt: now,
+        })
+            .where(and(eq(quoteVersions.id, id), eq(quoteVersions.status, "sent"), isNotNull(quoteVersions.validUntil), lt(quoteVersions.validUntil, toDateString(now))))
+            .returning();
+        return row ?? null;
+    },
+    async expireQuoteVersions(db, data = {}) {
+        const now = normalizeNow(data.now);
+        const rows = await db
+            .update(quoteVersions)
+            .set({
+            status: "expired",
+            decidedAt: now,
+            updatedAt: now,
+        })
+            .where(and(eq(quoteVersions.status, "sent"), isNotNull(quoteVersions.validUntil), lt(quoteVersions.validUntil, toDateString(now))))
+            .returning();
+        return rows;
+    },
+    listQuoteVersionLines(db, quoteVersionId) {
+        return db
+            .select()
+            .from(quoteVersionLines)
+            .where(eq(quoteVersionLines.quoteVersionId, quoteVersionId))
+            .orderBy(quoteVersionLines.createdAt);
+    },
+    async createQuoteVersionLine(db, quoteVersionId, data) {
+        const [quoteVersion] = await db
+            .select({ status: quoteVersions.status })
+            .from(quoteVersions)
+            .where(eq(quoteVersions.id, quoteVersionId))
+            .limit(1);
+        if (!quoteVersion)
+            return null;
+        if (quoteVersion.status !== "draft") {
+            throw new QuoteVersionConflictError("Quote Version lines can only be edited while draft");
+        }
+        const [row] = await db
+            .insert(quoteVersionLines)
+            .values({ ...data, quoteVersionId })
+            .returning();
+        return row;
+    },
+    async updateQuoteVersionLine(db, id, data) {
+        const [existing] = await db
+            .select({
+            status: quoteVersions.status,
+        })
+            .from(quoteVersionLines)
+            .innerJoin(quoteVersions, eq(quoteVersionLines.quoteVersionId, quoteVersions.id))
+            .where(eq(quoteVersionLines.id, id))
+            .limit(1);
+        if (!existing)
+            return null;
+        if (existing.status !== "draft") {
+            throw new QuoteVersionConflictError("Quote Version lines can only be edited while draft");
+        }
+        const [row] = await db
+            .update(quoteVersionLines)
+            .set({ ...data, updatedAt: new Date() })
+            .where(eq(quoteVersionLines.id, id))
+            .returning();
+        return row ?? null;
+    },
+    async deleteQuoteVersionLine(db, id) {
+        const [existing] = await db
+            .select({
+            status: quoteVersions.status,
+        })
+            .from(quoteVersionLines)
+            .innerJoin(quoteVersions, eq(quoteVersionLines.quoteVersionId, quoteVersions.id))
+            .where(eq(quoteVersionLines.id, id))
+            .limit(1);
+        if (!existing)
+            return null;
+        if (existing.status !== "draft") {
+            throw new QuoteVersionConflictError("Quote Version lines can only be edited while draft");
+        }
+        const [row] = await db
+            .delete(quoteVersionLines)
+            .where(eq(quoteVersionLines.id, id))
+            .returning({ id: quoteVersionLines.id });
+        return row ?? null;
+    },
+};