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import { and, asc, count, desc, eq, sql } from "drizzle-orm";
import type { DrizzleD1Database } from "drizzle-orm/d1";
import * as schema from "../../db/schema";
import type {
NewRrmProspect,
NewRrmProspectEvent,
RrmProspect,
RrmProspectEvent,
} from "../../db/schema/rrm";
import { generateId } from "../../lib/ids";
import { decideStage, type RrmStage } from "../../lib/rrm/stage";
const PROSPECTS = schema.rrmProspects;
const EVENTS = schema.rrmProspectEvents;
const SUBMISSIONS = schema.rrmSubmissions;
const TASKS = schema.rrmTasks;
// Derived from the schema rather than re-imported from enums.ts: the table is
// the single source of truth, so a column whose enum changes breaks callers at
// compile time instead of at insert time.
export type RrmTier = NonNullable<RrmProspect["tier"]>;
export type RrmSource = RrmProspect["source"];
export type RrmFirmType = NonNullable<RrmProspect["firmType"]>;
export type RrmLocale = RrmProspect["locale"];
export type RrmLocaleSource = NonNullable<RrmProspect["localeSource"]>;
export type RrmDncReason = NonNullable<RrmProspect["dncReason"]>;
export type RrmConsentBasis = RrmProspect["consentBasis"];
export type RrmEventType = RrmProspectEvent["type"];
export type RrmActorType = RrmProspectEvent["actorType"];
export type RrmChannel = NonNullable<RrmProspectEvent["channel"]>;
const DAY_MS = 86_400_000;
/** Spec §5.1: operator triage to `not_now` parks the prospect for 60 days. */
export const NOT_NOW_SNOOZE_DAYS = 60;
const DEFAULT_PAGE_SIZE = 50;
const MAX_PAGE_SIZE = 200;
/**
* Who caused a write, and whether the prospect themselves is the trigger.
*
* `actorType` is NOT NULL on the event table on purpose — every row in the
* audit trail has to be attributable — so it is required here too.
*/
export type RrmActorContext = {
actorType: RrmActorType;
actorId?: string | null;
/** Free text stored on the event, e.g. "operator triage". Never PII. */
reason?: string;
channel?: RrmChannel;
/**
* True when the trigger is an inbound message from that person. The ONLY
* thing that releases `do_not_contact` — see `decideStage()`.
*/
viaInbound?: boolean;
/** Used when a stage move to `do_not_contact` is routed through `markDnc`. */
dncReason?: RrmDncReason;
};
export type CreateProspectInput = {
/** '91XXXXXXXXXX', digits only. Normalise before calling. */
phoneNorm: string;
source: RrmSource;
name?: string | null;
firmName?: string | null;
firmType?: RrmFirmType | null;
tier?: RrmTier | null;
microMarkets?: string[] | null;
sourceDetail?: RrmProspect["sourceDetail"];
stage?: RrmStage;
locale?: RrmLocale;
localeSource?: RrmLocaleSource | null;
ownerId?: string | null;
closingsPerMonth?: number | null;
notes?: string | null;
consentBasis?: RrmConsentBasis;
consentVersion?: string | null;
consentAt?: Date | null;
consentEvidence?: RrmProspect["consentEvidence"];
/**
* Defaults to `imported`. A landing-page signup passes `form_submitted`
* instead so the funnel does not count an organic arrival as a list import.
*/
eventType?: RrmEventType;
eventPayload?: Record<string, unknown>;
actor?: RrmActorContext;
};
/**
* `visitToken` is here rather than on `create` because the token is
* HMAC(prospectId) — it cannot exist until the id does. Writing `null` is how a
* leaked link is revoked, which is the reason the column is stored at all.
*/
export type UpdateProspectPatch = {
name?: string | null;
firmName?: string | null;
tier?: RrmTier | null;
ownerId?: string | null;
notes?: string | null;
locale?: RrmLocale;
visitToken?: string | null;
/**
* Lane E only. Written by `POST /prospects/outreach-basis` and nothing
* else — an import must never set these, or a scraped list becomes an
* outreach campaign by omission, which is exactly what `none` defaults
* against.
*/
consentBasis?: RrmProspect["consentBasis"];
consentAt?: Date | null;
consentVersion?: string | null;
consentEvidence?: RrmProspect["consentEvidence"];
};
export type ListProspectsFilters = {
stage?: RrmStage;
tier?: RrmTier;
/**
* `organic` = came to us through the landing page. This is the filter the
* Sign-ups screen lives on — a warm inbound buried among 455 scraped names
* is the one person the operator most needs to see.
*/
source?: RrmSource;
microMarket?: string;
/** Substring over name, firm name and phone. Pass digits for a phone search. */
q?: string;
page?: number;
limit?: number;
};
export type ListProspectsResult = {
items: RrmProspect[];
total: number;
};
/**
* Deliberately returns the rejection instead of a boolean. A transition that is
* dropped for a reason nobody recorded is indistinguishable from a bug at 2am,
* so the caller always has something to log.
*/
export type SetStageResult =
| { changed: true; prospect: RrmProspect; from: RrmStage; to: RrmStage }
| {
changed: false;
prospect: RrmProspect;
reason: "unchanged" | "backwards" | "absorbing";
};
export class ProspectNotFoundError extends Error {
code = "NOT_FOUND";
constructor() {
super("Prospect not found");
}
}
export class DuplicateProspectError extends Error {
code = "DUPLICATE_PHONE";
constructor(public phoneNorm: string) {
super(`A prospect already exists for ${phoneNorm}`);
}
}
export class InvalidSnoozeError extends Error {
code = "INVALID_SNOOZE";
constructor(public days: number) {
super(`Snooze must be a positive number of days, got ${days}`);
}
}
/** `%` and `_` are LIKE wildcards; a search for "50%" must not match everything. */
function escapeLike(value: string): string {
return value.replace(/[\\%_]/g, "\\$&");
}
export class RrmProspectsDal {
constructor(private db: DrizzleD1Database<typeof schema>) {}
// ── Reads ────────────────────────────────────────────────────────────────
async findById(id: string): Promise<RrmProspect | undefined> {
const rows = await this.db
.select()
.from(PROSPECTS)
.where(eq(PROSPECTS.id, id))
.limit(1);
return rows[0];
}
async findByPhone(phoneNorm: string): Promise<RrmProspect | undefined> {
const rows = await this.db
.select()
.from(PROSPECTS)
.where(eq(PROSPECTS.phoneNorm, phoneNorm))
.limit(1);
return rows[0];
}
/**
* Looks up the stored token only. Signature verification lives in
* lib/rrm/token.ts and stays out of the DAL — the DAL has no secret, and
* matching the stored value is the half that makes revocation work.
*/
async findByVisitToken(token: string): Promise<RrmProspect | undefined> {
// The column is nullable and uniquely indexed, so an empty token would
// otherwise match nothing slowly instead of failing fast.
if (!token) return undefined;
const rows = await this.db
.select()
.from(PROSPECTS)
.where(eq(PROSPECTS.visitToken, token))
.limit(1);
return rows[0];
}
async list(filters: ListProspectsFilters = {}): Promise<ListProspectsResult> {
const conditions: SQL[] = [];
if (filters.stage) conditions.push(eq(PROSPECTS.stage, filters.stage));
if (filters.tier) conditions.push(eq(PROSPECTS.tier, filters.tier));
Iif (filters.source) conditions.push(eq(PROSPECTS.source, filters.source));
if (filters.microMarket) {
// `micro_markets` is a JSON array. Matching the quoted element rather
// than the bare name keeps "Kokapet" from matching "Kokapet Extension",
// and a LIKE on one small text column beats a json_each() join that D1
// would have to plan per row.
const needle = `%"${escapeLike(filters.microMarket)}"%`;
conditions.push(
sql`${PROSPECTS.microMarkets} LIKE ${needle} ESCAPE '\\'`,
);
}
if (filters.q) {
// One pre-parenthesised OR rather than drizzle's `or()`, whose return is
// typed `SQL | undefined` and would need a guard for a case that cannot
// happen with a fixed argument list.
const needle = `%${escapeLike(filters.q)}%`;
conditions.push(
sql`(${PROSPECTS.name} LIKE ${needle} ESCAPE '\\' OR ${PROSPECTS.firmName} LIKE ${needle} ESCAPE '\\' OR ${PROSPECTS.phoneNorm} LIKE ${needle} ESCAPE '\\')`,
);
}
const where = conditions.length > 0 ? and(...conditions) : undefined;
const limit = Math.min(
Math.max(Math.trunc(filters.limit ?? DEFAULT_PAGE_SIZE), 1),
MAX_PAGE_SIZE,
);
const page = Math.max(Math.trunc(filters.page ?? 1), 1);
const items = await this.db
.select()
.from(PROSPECTS)
.where(where)
// `id` breaks ties so page 2 cannot repeat a row from page 1 when a
// whole import shares a `date_created` second.
.orderBy(desc(PROSPECTS.dateCreated), asc(PROSPECTS.id))
.limit(limit)
.offset((page - 1) * limit);
const totals = await this.db
.select({ value: count() })
.from(PROSPECTS)
.where(where);
return { items, total: totals[0]?.value ?? 0 };
}
// ── Writes ───────────────────────────────────────────────────────────────
async create(input: CreateProspectInput): Promise<RrmProspect> {
const existing = await this.findByPhone(input.phoneNorm);
if (existing) throw new DuplicateProspectError(input.phoneNorm);
const id = generateId();
const now = new Date();
const stage: RrmStage = input.stage ?? "sourced";
const values: NewRrmProspect = {
id,
phoneNorm: input.phoneNorm,
source: input.source,
name: input.name ?? null,
firmName: input.firmName ?? null,
firmType: input.firmType ?? null,
tier: input.tier ?? null,
microMarkets: input.microMarkets ?? null,
sourceDetail: input.sourceDetail ?? null,
stage,
stageChangedAt: now,
ownerId: input.ownerId ?? null,
locale: input.locale ?? "en",
localeSource: input.localeSource ?? null,
// An imported row must land on the value that BLOCKS sending: nobody
// has agreed to anything yet.
consentBasis: input.consentBasis ?? "none",
consentVersion: input.consentVersion ?? null,
consentAt: input.consentAt ?? null,
consentEvidence: input.consentEvidence ?? null,
closingsPerMonth: input.closingsPerMonth ?? null,
notes: input.notes ?? null,
dateCreated: now,
dateUpdated: now,
};
await this.db.batch([
this.db.insert(PROSPECTS).values(values),
this.db.insert(EVENTS).values([
this.eventRow({
prospectId: id,
type: input.eventType ?? "imported",
payload: input.eventPayload ?? { source: input.source, stage },
actor: input.actor ?? { actorType: "system" },
occurredAt: now,
}),
]),
]);
return await this.mustFind(id);
}
async update(id: string, patch: UpdateProspectPatch): Promise<RrmProspect> {
const current = await this.mustFind(id);
const sets: Partial<NewRrmProspect> = {};
if (patch.name !== undefined) sets.name = patch.name;
if (patch.firmName !== undefined) sets.firmName = patch.firmName;
if (patch.tier !== undefined) sets.tier = patch.tier;
if (patch.ownerId !== undefined) sets.ownerId = patch.ownerId;
if (patch.notes !== undefined) sets.notes = patch.notes;
if (patch.visitToken !== undefined) sets.visitToken = patch.visitToken;
if (patch.locale !== undefined) {
sets.locale = patch.locale;
// Someone typed this in, so it outranks anything `detectLocale()` later
// infers from a message. Losing that distinction is how a person who
// asked for Telugu gets sent English again.
sets.localeSource = "stated";
}
if (Object.keys(sets).length === 0) return current;
sets.dateUpdated = new Date();
await this.db.update(PROSPECTS).set(sets).where(eq(PROSPECTS.id, id));
return await this.mustFind(id);
}
/**
* The only way a stage moves.
*
* Spec §0 invariant 7: "No stage is set by a UI click that isn't also an
* event row." The row write and the `stage_changed` event therefore go out in
* one `db.batch` — the funnel is built from events, so a stage without its
* event is a hole in the only number this programme is measured on.
*/
async setStage(
id: string,
proposed: RrmStage,
ctx: RrmActorContext,
): Promise<SetStageResult> {
const current = await this.mustFind(id);
// `do_not_contact` is not merely a stage: it is the flag the send gate
// reads. Writing the stage alone would leave the gateway happily messaging
// someone marked opted out, so this routes to the method that sets both
// rather than trusting every caller to remember.
if (proposed === "do_not_contact") {
const prospect = await this.markDnc(id, ctx.dncReason ?? "manual", ctx);
return current.stage === "do_not_contact"
? { changed: false, prospect, reason: "unchanged" }
: { changed: true, prospect, from: current.stage, to: proposed };
}
const decision = decideStage(current.stage, proposed, ctx.viaInbound);
if (!decision.change) {
return { changed: false, prospect: current, reason: decision.reason };
}
const now = new Date();
await this.db.batch([
this.db
.update(PROSPECTS)
.set({
stage: decision.stage,
stageChangedAt: now,
dateUpdated: now,
...this.stageTimestamps(decision.stage, current, now),
})
.where(eq(PROSPECTS.id, id)),
this.db.insert(EVENTS).values([
this.eventRow({
prospectId: id,
type: "stage_changed",
payload: {
from: current.stage,
to: decision.stage,
reason: ctx.reason ?? null,
},
actor: ctx,
occurredAt: now,
}),
]),
]);
return {
changed: true,
prospect: await this.mustFind(id),
from: current.stage,
to: decision.stage,
};
}
/**
* Suppression. Deliberately does NOT go through `decideStage()`: the
* forward-only rule exists to protect funnel progress, and applying it here
* would let a re-reported opt-out be dropped as "unchanged" while the
* `do_not_contact` flag stayed clear. Stopping messages must never be
* conditional on the ordering rule.
*/
async markDnc(
id: string,
reason: RrmDncReason,
ctx: RrmActorContext,
): Promise<RrmProspect> {
const current = await this.mustFind(id);
const now = new Date();
const stageMoved = current.stage !== "do_not_contact";
const events: NewRrmProspectEvent[] = [
this.eventRow({
prospectId: id,
type: "opted_out",
payload: { reason, from: current.stage },
actor: ctx,
occurredAt: now,
}),
];
// The funnel counts `stage_changed`, so a real move needs its own row even
// though `opted_out` already records the cause.
if (stageMoved) {
events.push(
this.eventRow({
prospectId: id,
type: "stage_changed",
payload: {
from: current.stage,
to: "do_not_contact",
reason,
},
actor: ctx,
occurredAt: now,
}),
);
}
await this.db.batch([
this.db
.update(PROSPECTS)
.set({
doNotContact: true,
// Latest reason wins — an opt-out that escalates to hostile should
// read as hostile — but `dnc_at` keeps the moment they first said
// stop, which is the date a complaint would be measured against.
dncReason: reason,
dncAt: current.dncAt ?? now,
stage: "do_not_contact",
stageChangedAt: stageMoved ? now : current.stageChangedAt,
dateUpdated: now,
})
.where(eq(PROSPECTS.id, id)),
this.db.insert(EVENTS).values(events),
]);
return await this.mustFind(id);
}
async snooze(
id: string,
days: number,
ctx: RrmActorContext,
): Promise<RrmProspect> {
// A negative or NaN snooze silently un-snoozes the prospect and the next
// scheduler tick messages them again. Fail loudly instead.
if (!Number.isFinite(days) || days <= 0) throw new InvalidSnoozeError(days);
const current = await this.mustFind(id);
const now = new Date();
const until = new Date(now.getTime() + days * DAY_MS);
await this.db.batch([
this.db
.update(PROSPECTS)
.set({ snoozeUntil: until, dateUpdated: now })
.where(eq(PROSPECTS.id, id)),
this.db.insert(EVENTS).values([
this.eventRow({
prospectId: id,
type: "snoozed",
payload: {
days,
until: until.toISOString(),
stage: current.stage,
},
actor: ctx,
occurredAt: now,
}),
]),
]);
return await this.mustFind(id);
}
/**
* `first_visit_at = MIN(existing, incoming)`, as one statement.
*
* NOT "if null then set". Capture retries in-process and Cloudflare delivers
* out of order, so the second call to arrive is routinely the earlier event;
* a null-check would freeze the later timestamp and make time-to-first-visit
* wrong in the one direction that flatters the numbers. Doing it in SQL also
* removes the read-modify-write race between two concurrent captures.
*
* @param occurredAtMs epoch MILLISECONDS, stamped by the Go worker.
*/
async recordFirstVisit(id: string, occurredAtMs: number): Promise<void> {
const seconds = Math.floor(occurredAtMs / 1000);
// Unqualified column name on purpose: SQLite's UPDATE ... SET expression
// resolves against the row being updated, and drizzle would otherwise
// render a table-qualified reference here.
await this.db
.update(PROSPECTS)
.set({
firstVisitAt: sql`MIN(COALESCE(first_visit_at, ${seconds}), ${seconds})`,
dateUpdated: new Date(),
})
.where(eq(PROSPECTS.id, id));
}
/**
* DPDP erasure (spec §9.3). Nulls every column except the four that have to
* survive: `id` and `phone_norm` so the number stays suppressed through a
* re-import, `do_not_contact` + `dnc_reason` so the gate keeps refusing, and
* `date_created` so the retention clock is still auditable.
*
* This method only ever touches `rrm_prospects` — it does not know about
* `rrm_submissions`, `rrm_tasks`, `rrm_visits` or `wa_messages`. The
* `/erase` ROUTE (`routes/admin/rrm/prospects.routes.ts`) is what
* orchestrates a full DPDP erasure: it calls this method, then
* `RrmSubmissionsDal.scrubForProspect()` and `scrubTaskNotes()` below, then
* `RrmSuppressionDal.suppress()`, so one request clears every store this
* campaign currently has a scrub for. `rrm_visits` and the message bodies
* in `wa_messages` are NOT covered by any of the three and remain a known
* gap (loose-ends review D3) — no DAL owns that erasure yet.
*/
async erase(id: string, ctx?: RrmActorContext): Promise<void> {
const current = await this.mustFind(id);
const now = new Date();
await this.db.batch([
this.db
.update(PROSPECTS)
.set({
name: null,
firmName: null,
firmType: null,
tier: null,
microMarkets: null,
// The listing URL and scrape metadata are personal data; `source`
// itself is a bare category ("maps"), is NOT NULL, and falsifying it
// would be worse than keeping it.
sourceDetail: null,
snoozeUntil: null,
ownerId: null,
localeSource: null,
visitToken: null,
consentVersion: null,
consentAt: null,
consentEvidence: null,
firstContactedAt: null,
lastContactedAt: null,
repliedAt: null,
firstVisitAt: null,
interestedAt: null,
intentStatedAt: null,
closingsPerMonth: null,
notes: null,
// NOT NULL columns cannot be nulled, so they go to the values that
// block every outbound path.
stage: "do_not_contact",
stageChangedAt: now,
locale: "en",
consentBasis: "none",
doNotContact: true,
dncReason: "deletion_request",
dncAt: current.dncAt ?? now,
dateUpdated: now,
})
.where(eq(PROSPECTS.id, id)),
this.db.insert(EVENTS).values([
this.eventRow({
prospectId: id,
type: "deleted",
// No names, no phone, no prior stage detail: copying the erased
// values into an append-only table would defeat the erasure.
payload: { reason: "deletion_request" },
actor: ctx ?? { actorType: "operator" },
occurredAt: now,
}),
]),
]);
}
/**
* DPDP erasure, the tasks half (review D3). `rrm_tasks` has no DAL of its
* own — `services/rrm/submission.service.ts` writes rows and
* `routes/admin/rrm/tasks.routes.ts` reads/completes them directly against
* `schema.rrmTasks` — so this lives here, on the DAL that owns the
* prospect the tasks belong to. Nulls `notes` only: that free-text field is
* where a referred contact's name and phone end up (a `confirm_intent`
* task's notes quote `rrm_submissions.contact_note` — see that column's
* comment in `db/schema/rrm.ts`), and `rrm_tasks` has no other personal-
* data column. Called by the `/erase` ROUTE alongside `erase()` and
* `RrmSubmissionsDal.scrubForProspect()`.
*/
async scrubTaskNotes(prospectId: string): Promise<void> {
await this.db
.update(TASKS)
.set({ notes: null })
.where(eq(TASKS.prospectId, prospectId));
}
/**
* HARD delete — removes the row, not a scrub. Deliberately different from
* `erase()`: DPDP erasure keeps the prospect (nulled, suppressed, still
* counted) so the campaign never re-messages that number and the funnel
* stays reproducible; this REMOVES it, for test/scraped data that should
* never have existed on the board at all (loose-ends review §3.6). It is
* the test-data exception, not a second erasure path — nothing else in
* this codebase should call it.
*
* No FK exists between the rrm tables, so the cascade — submissions, tasks,
* then the append-only event log, then the prospect — is manual, in one
* `db.batch`. Deleting from `rrm_prospect_events` here does not contradict
* `RrmEventsDal`'s "no delete, ever" rule: that rule protects the audit
* trail from being edited out from under a LIVE prospect, and there is no
* prospect left once this batch commits.
*
* @throws ProspectNotFoundError if the id does not exist.
*/
async hardDelete(id: string): Promise<void> {
await this.mustFind(id);
await this.db.batch([
this.db.delete(SUBMISSIONS).where(eq(SUBMISSIONS.prospectId, id)),
this.db.delete(TASKS).where(eq(TASKS.prospectId, id)),
this.db.delete(EVENTS).where(eq(EVENTS.prospectId, id)),
this.db.delete(PROSPECTS).where(eq(PROSPECTS.id, id)),
]);
}
// ── Internals ────────────────────────────────────────────────────────────
private async mustFind(id: string): Promise<RrmProspect> {
const row = await this.findById(id);
if (!row) throw new ProspectNotFoundError();
return row;
}
/**
* The timestamp columns a stage entry stamps (spec §5.1). Each "first" column
* is written once: a prospect who replies, goes quiet and replies again kept
* the same `replied_at`, so cohort timings stay comparable.
*/
private stageTimestamps(
to: RrmStage,
current: RrmProspect,
now: Date,
): Partial<NewRrmProspect> {
switch (to) {
case "contacted":
return {
firstContactedAt: current.firstContactedAt ?? now,
lastContactedAt: now,
};
case "replied":
return { repliedAt: current.repliedAt ?? now };
case "interested":
return { interestedAt: current.interestedAt ?? now };
case "intent_stated":
return { intentStatedAt: current.intentStatedAt ?? now };
case "not_now":
return {
snoozeUntil: new Date(now.getTime() + NOT_NOW_SNOOZE_DAYS * DAY_MS),
};
default:
return {};
}
}
private eventRow(input: {
prospectId: string;
type: RrmEventType;
payload: Record<string, unknown> | null;
actor: RrmActorContext;
occurredAt: Date;
}): NewRrmProspectEvent {
return {
id: generateId(),
prospectId: input.prospectId,
type: input.type,
channel: input.actor.channel ?? null,
payload: input.payload,
actorType: input.actor.actorType,
actorId: input.actor.actorId ?? null,
occurredAt: input.occurredAt,
};
}
}
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