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import type { Dal } from "../../dal";
import type { Lead, NewLeadActivity } from "../../db/schema";
import {
ConflictError,
ForbiddenError,
NotFoundError,
ValidationError,
} from "../../lib/errors";
import {
LEAD_PROJECT_TYPES,
LEAD_BUDGET_RANGES,
LOSS_REASONS,
CONTACT_METHODS,
} from "../../db/schema/enums";
import {
normalizeToE164,
normalizeInternationalToE164,
} from "@interioring/utils/validation/phone";
import { generateId } from "../../lib/utils";
const VALID_PROJECT_TYPES = new Set<string>(LEAD_PROJECT_TYPES);
const VALID_BUDGET_RANGES = new Set<string>(LEAD_BUDGET_RANGES);
const VALID_LOSS_REASONS = new Set<string>(LOSS_REASONS);
const VALID_CONTACT_METHODS = new Set<string>(CONTACT_METHODS);
export const LOSS_REASON_LABELS: Record<string, string> = {
budget_constraints: "Budget Constraints",
chose_competitor: "Chose Competitor",
project_cancelled: "Project Cancelled",
not_responding: "Not Responding",
timeline_mismatch: "Timeline Mismatch",
design_preferences: "Design Preferences",
scope_change: "Scope Change",
other: "Other",
};
export type CreateLeadInput = {
customerName: string;
phone: string;
email?: string;
location?: string;
leadSourceId: number;
projectType?: string;
budgetRange?: string;
requirement?: string;
};
export type CreateFromInquiryInput = {
customerName: string;
customerPhone: string;
customerEmail?: string;
customerLocation?: string;
requirement?: string;
requirementType?: string;
inquiryId: number;
};
export class LeadsService {
constructor(private dal: Dal) {}
async getKanbanData(proId: string) {
const [leads, stages, stageCounts, stageValues] = await Promise.all([
this.dal.leads.getKanbanData(proId),
this.dal.pipelineStages.findByProId(proId),
this.dal.leads.countByStage(proId),
this.dal.leads.getStageValueSums(proId),
]);
const countMap = new Map(stageCounts.map((s) => [s.stageId, s.count]));
const valueMap = new Map(
stageValues.map((s) => [s.stageId, s.totalQuoteValue]),
);
// Enrich leads with reminder/document counts for kanban cards
const leadIds = leads.map((l) => l.id);
const [reminderStats, documentCounts] =
leadIds.length > 0
? await Promise.all([
this.dal.leads.getReminderStatsForLeads(proId, leadIds),
this.dal.leads.getDocumentCountsForLeads(leadIds),
])
: [new Map(), new Map()];
const enrichedLeads = leads.map((lead) => {
const reminderStat = reminderStats.get(lead.id);
const docCount = documentCounts.get(lead.id);
return {
...lead,
reminderCount: reminderStat?.count ?? 0,
nextReminderDueAt: reminderStat?.nextDueAt ?? null,
documentCount: docCount ?? 0,
};
});
return {
stages: stages.map((stage) => ({
...stage,
leadCount: countMap.get(stage.id) ?? 0,
totalValue: valueMap.get(stage.id) ?? 0,
})),
leads: enrichedLeads,
};
}
async getById(leadId: number): Promise<Lead> {
const lead = await this.dal.leads.findById(leadId);
if (!lead) {
throw new NotFoundError("Lead", String(leadId));
}
return lead;
}
/**
* Verify that a lead belongs to the given pro.
* Returns the lead if ownership is verified; throws ForbiddenError otherwise.
*/
async verifyProOwnership(leadId: number, proId: string): Promise<Lead> {
const lead = await this.getById(leadId);
if (lead.proId !== proId) {
throw new ForbiddenError("Lead does not belong to this pro");
}
return lead;
}
async createManual(proId: string, input: CreateLeadInput): Promise<Lead> {
// Validate required fields
if (!input.customerName?.trim()) {
throw new ValidationError("Customer name is required");
}
if (!input.phone?.trim()) {
throw new ValidationError("Phone number is required");
}
// The route's Zod schema (createLeadSchema, internationalPhoneSchema)
// already validates and normalizes to E.164. Re-parse defensively in
// case this service is invoked from a non-route path that didn't go
// through Zod. Try Indian first (covers legacy 10-digit input),
// then international (covers +1, +971, etc.).
const phone =
normalizeToE164(input.phone) ??
normalizeInternationalToE164(input.phone);
if (!phone) {
throw new ValidationError("Invalid phone number");
}
// Phone dedup check
const existing = await this.dal.leads.findByPhone(proId, phone);
if (existing) {
throw new ConflictError(
`A lead with phone ${phone} already exists: ${existing.customerName}`,
);
}
// Validate source exists
const source = await this.dal.leadSources.findById(input.leadSourceId);
if (!source || source.proId !== proId) {
throw new ValidationError("Invalid lead source");
}
// Validate enum fields
if (input.projectType && !VALID_PROJECT_TYPES.has(input.projectType)) {
throw new ValidationError(
`Invalid project type. Allowed: ${LEAD_PROJECT_TYPES.join(", ")}`,
);
}
if (input.budgetRange && !VALID_BUDGET_RANGES.has(input.budgetRange)) {
throw new ValidationError(
`Invalid budget range. Allowed: ${LEAD_BUDGET_RANGES.join(", ")}`,
);
}
// Get the "New" (entry) stage
const stages = await this.dal.pipelineStages.findByProId(proId);
const entryStage = stages.find((s) => s.stageType === "system_entry");
if (!entryStage) {
throw new ValidationError("Pipeline not initialized");
}
const lead = await this.dal.leads.create({
proId,
currentStageId: entryStage.id,
leadSourceId: input.leadSourceId,
customerName: input.customerName.trim(),
phone,
email: input.email?.trim(),
location: input.location?.trim(),
projectType: input.projectType as Lead["projectType"],
budgetRange: input.budgetRange as Lead["budgetRange"],
requirement: input.requirement?.trim(),
});
// Log activity
await this.dal.leadActivities.create({
leadId: lead.id,
activityType: "lead_created_manual",
content: `Lead created manually`,
});
return lead;
}
private mapRequirementToProjectType(
requirementType?: string,
): (typeof LEAD_PROJECT_TYPES)[number] | undefined {
if (!requirementType) return undefined;
const mapping: Record<string, (typeof LEAD_PROJECT_TYPES)[number]> = {
modular_kitchen: "modular_kitchen",
full_home_interior: "full_interior",
full_office_interior: "full_interior",
wardrobes_storage: "wardrobe",
living_room: "full_interior",
bedroom: "full_interior",
pooja_room: "pooja_unit",
other: "other",
};
return mapping[requirementType];
}
async createFromInquiry(
proId: string,
input: CreateFromInquiryInput,
): Promise<Lead | null> {
// Check if pro has CRM initialized
const stageCount = await this.dal.pipelineStages.countByProId(proId);
if (stageCount === 0) {
return null; // Pro hasn't used CRM yet
}
// Inquiry-sourced leads come from already-validated routes (E.164),
// but defensively re-parse so legacy/un-migrated values are still
// stored consistently. Falls back to digit-strip on parse failure
// to preserve the prior tolerant behavior.
const phone =
normalizeToE164(input.customerPhone) ??
input.customerPhone.replace(/\D/g, "");
// Intentionally skips phone dedup (unlike createManual):
// Each marketplace inquiry is a distinct opportunity, even from the
// same customer. Pros see duplicate leads and can merge manually.
// This prevents silently losing new inquiries when a returning
// customer submits again.
// Get entry stage and marketplace source
const stages = await this.dal.pipelineStages.findByProId(proId);
const entryStage = stages.find((s) => s.stageType === "system_entry");
if (!entryStage) return null;
const sources = await this.dal.leadSources.findActiveByProId(proId);
const marketplaceSource = sources.find(
(s) => s.isSystem && s.name === "Interioring Marketplace",
);
if (!marketplaceSource) return null;
const lead = await this.dal.leads.create({
proId,
currentStageId: entryStage.id,
leadSourceId: marketplaceSource.id,
customerName: input.customerName,
phone,
email: input.customerEmail,
location: input.customerLocation,
projectType: this.mapRequirementToProjectType(input.requirementType),
requirement: input.requirement,
inquiryId: input.inquiryId,
});
await this.dal.leadActivities.create({
leadId: lead.id,
activityType: "lead_created_auto",
content: "Lead auto-created from Interioring Marketplace inquiry",
metadataJson: { inquiryId: input.inquiryId },
});
return lead;
}
async update(
leadId: number,
updates: Partial<
Pick<
Lead,
| "customerName"
| "phone"
| "email"
| "location"
| "projectType"
| "budgetRange"
| "requirement"
>
>,
): Promise<Lead> {
await this.getById(leadId); // Existence check
// Validate enum fields
if (
updates.projectType !== undefined &&
updates.projectType !== null &&
!VALID_PROJECT_TYPES.has(updates.projectType)
) {
throw new ValidationError(
`Invalid project type. Allowed: ${LEAD_PROJECT_TYPES.join(", ")}`,
);
}
if (
updates.budgetRange !== undefined &&
updates.budgetRange !== null &&
!VALID_BUDGET_RANGES.has(updates.budgetRange)
) {
throw new ValidationError(
`Invalid budget range. Allowed: ${LEAD_BUDGET_RANGES.join(", ")}`,
);
}
const data: Record<string, unknown> = {};
if (updates.customerName !== undefined)
data.customerName = updates.customerName.trim();
if (updates.email !== undefined) data.email = updates.email?.trim() || null;
if (updates.location !== undefined)
data.location = updates.location?.trim() || null;
if (updates.projectType !== undefined)
data.projectType = updates.projectType;
if (updates.budgetRange !== undefined)
data.budgetRange = updates.budgetRange;
if (updates.requirement !== undefined)
data.requirement = updates.requirement?.trim() || null;
const updated = await this.dal.leads.update(leadId, data);
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
return updated;
}
async changeStage(
leadId: number,
newStageId: number,
options?: {
orderValuePaise?: number;
lossReason?: string;
lossReasonCategory?: string;
},
): Promise<Lead> {
const lead = await this.getById(leadId);
if (lead.currentStageId === newStageId) {
return lead; // No change needed
}
const newStage = await this.dal.pipelineStages.findById(newStageId);
if (
!newStage ||
newStage.deletedAt ||
newStage.proId !== lead.proId
) {
throw new ValidationError("Invalid target stage");
}
const oldStage = await this.dal.pipelineStages.findById(
lead.currentStageId,
);
const updateData: Record<string, unknown> = {
currentStageId: newStageId,
};
// Won stage: capture order value
if (
newStage.stageType === "system_terminal_won" &&
options?.orderValuePaise !== undefined
) {
updateData.orderValuePaise = options.orderValuePaise;
}
// Lost stage: capture loss reason category + detail
if (newStage.stageType === "system_terminal_lost") {
if (options?.lossReasonCategory) {
if (!VALID_LOSS_REASONS.has(options.lossReasonCategory)) {
throw new ValidationError(
`Invalid loss reason. Allowed: ${LOSS_REASONS.join(", ")}`,
);
}
updateData.lossReasonCategory = options.lossReasonCategory;
}
if (options?.lossReason) {
updateData.lossReason = options.lossReason;
}
}
// Unarchive if moving to a non-terminal stage from archived
if (
lead.isArchived &&
newStage.stageType !== "system_terminal_won" &&
newStage.stageType !== "system_terminal_lost"
) {
updateData.isArchived = false;
updateData.archivedAt = null;
}
const updated = await this.dal.leads.update(leadId, updateData);
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
// Log activity
const groupId = generateId();
const activities: NewLeadActivity[] = [
{
leadId,
activityType: "stage_changed",
content: `Stage changed from "${oldStage?.name ?? "Unknown"}" to "${newStage.name}"`,
metadataJson: {
fromStageId: lead.currentStageId,
toStageId: newStageId,
fromStageName: oldStage?.name,
toStageName: newStage.name,
},
groupId,
},
];
// Detect reopening (terminal → non-terminal)
const wasTerminal =
oldStage?.stageType === "system_terminal_won" ||
oldStage?.stageType === "system_terminal_lost";
const isNonTerminal =
newStage.stageType !== "system_terminal_won" &&
newStage.stageType !== "system_terminal_lost";
if (wasTerminal && isNonTerminal) {
activities.push({
leadId,
activityType: "lead_reopened",
content: `Lead reopened from "${oldStage?.name}"`,
groupId,
});
}
// Loss reason activity
if (
newStage.stageType === "system_terminal_lost" &&
(options?.lossReasonCategory || options?.lossReason)
) {
// Category is validated against VALID_LOSS_REASONS, so it's always in LOSS_REASON_LABELS
const categoryLabel = options?.lossReasonCategory
? LOSS_REASON_LABELS[options.lossReasonCategory]
: undefined;
const content = categoryLabel
? options?.lossReason
? `${categoryLabel}: ${options.lossReason}`
: categoryLabel
: /* v8 ignore next */ options?.lossReason ?? "";
activities.push({
leadId,
activityType: "loss_reason_recorded",
content,
metadataJson: {
lossReasonCategory: options?.lossReasonCategory ?? null,
lossReason: options?.lossReason ?? null,
},
groupId,
});
}
await this.dal.leadActivities.createMany(activities);
return updated;
}
async updateContactStatus(
leadId: number,
input: { method: string; noteContent?: string },
): Promise<Lead> {
await this.getById(leadId); // Existence check
if (!VALID_CONTACT_METHODS.has(input.method)) {
throw new ValidationError(
`Invalid contact method. Allowed: ${CONTACT_METHODS.join(", ")}`,
);
}
const updated = await this.dal.leads.update(leadId, {
lastContactedAt: new Date(),
lastContactMethod: input.method as Lead["lastContactMethod"],
});
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
await this.dal.leadActivities.create({
leadId,
activityType: "contacted",
content: input.noteContent || `Contacted via ${input.method}`,
metadataJson: { method: input.method },
});
return updated;
}
async archive(leadId: number): Promise<Lead> {
await this.getById(leadId); // Existence check
const updated = await this.dal.leads.update(leadId, {
isArchived: true,
archivedAt: new Date(),
});
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
await this.dal.leadActivities.create({
leadId,
activityType: "lead_archived",
content: "Lead archived",
});
return updated;
}
async unarchive(leadId: number): Promise<Lead> {
await this.getById(leadId); // Existence check
const updated = await this.dal.leads.update(leadId, {
isArchived: false,
archivedAt: null,
});
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
await this.dal.leadActivities.create({
leadId,
activityType: "lead_unarchived",
content: "Lead unarchived",
});
return updated;
}
async updateQuoteValue(leadId: number, valuePaise: number): Promise<Lead> {
const existing = await this.getById(leadId);
const oldValue = existing.quoteValuePaise;
const updated = await this.dal.leads.update(leadId, {
quoteValuePaise: valuePaise,
});
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
await this.dal.leadActivities.create({
leadId,
activityType: "quote_value_changed",
content: "Quote value updated",
metadataJson: { oldValuePaise: oldValue, newValuePaise: valuePaise },
});
return updated;
}
async updateOrderValue(leadId: number, valuePaise: number): Promise<Lead> {
const existing = await this.getById(leadId);
const oldValue = existing.orderValuePaise;
const updated = await this.dal.leads.update(leadId, {
orderValuePaise: valuePaise,
});
if (!updated) {
throw new NotFoundError("Lead", String(leadId));
}
await this.dal.leadActivities.create({
leadId,
activityType: "order_value_changed",
content: "Order value updated",
metadataJson: { oldValuePaise: oldValue, newValuePaise: valuePaise },
});
return updated;
}
async checkPhone(
proId: string,
phone: string,
): Promise<{ exists: boolean; lead?: Lead }> {
// checkPhone takes any user-typed phone and looks for a matching lead.
// Match on E.164 if the input parses; otherwise fall back to the raw
// digit-stripped form to find legacy rows.
const normalized = normalizeToE164(phone) ?? phone.replace(/\D/g, "");
const existing = await this.dal.leads.findByPhone(proId, normalized);
return existing ? { exists: true, lead: existing } : { exists: false };
}
async deleteLead(proId: string, leadId: number): Promise<void> {
await this.verifyProOwnership(leadId, proId);
const deleted = await this.dal.leads.delete(leadId);
/* v8 ignore start -- defensive guard: verifyProOwnership ensures lead exists */
if (!deleted) {
/* v8 ignore stop */
throw new NotFoundError("Lead", String(leadId));
}
}
}
|