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198 lines
9.0 KiB
TypeScript
198 lines
9.0 KiB
TypeScript
import { uuidv7 } from '@sims/domain'
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import { writeAudit } from './audit'
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import type { DB } from './db'
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import type { ReminderRuleKind } from './reminder-templates'
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/** Reminder rows + settings helpers (D12 plain-repo pattern). The UNIQUE key
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* (rule_kind, subject_id, due_period) is the whole idempotency story — every
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* create goes through INSERT OR IGNORE, so catch-up after downtime is safe. */
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export type ReminderStatus = 'queued' | 'sent' | 'failed' | 'dismissed'
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export interface Reminder {
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id: string; ruleKind: ReminderRuleKind; subjectId: string; duePeriod: string
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clientId: string; docId: string | null; status: ReminderStatus
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policyApplied: 'auto' | 'manual'; error: string | null; createdAt: string; sentAt: string | null
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}
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interface ReminderRow {
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id: string; rule_kind: string; subject_id: string; due_period: string; client_id: string
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doc_id: string | null; status: string; policy_applied: string; error: string | null
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created_at: string; sent_at: string | null
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}
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function toReminder(r: ReminderRow): Reminder {
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return {
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id: r.id, ruleKind: r.rule_kind as ReminderRuleKind, subjectId: r.subject_id,
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duePeriod: r.due_period, clientId: r.client_id, docId: r.doc_id,
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status: r.status as ReminderStatus, policyApplied: r.policy_applied as 'auto' | 'manual',
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error: r.error, createdAt: r.created_at, sentAt: r.sent_at,
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}
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}
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export function getReminder(db: DB, id: string): Reminder | null {
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const row = db.prepare(`SELECT * FROM reminder WHERE id=?`).get(id) as ReminderRow | undefined
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return row === undefined ? null : toReminder(row)
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}
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export interface UpsertReminderInput {
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ruleKind: ReminderRuleKind; subjectId: string; duePeriod: string; clientId: string
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docId?: string | null; policyApplied?: 'auto' | 'manual'; now?: string
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}
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/** Create the reminder for a (rule, subject, period) exactly once. Returns the
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* existing row's id with created:false when the key is already present. */
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export function upsertReminder(db: DB, input: UpsertReminderInput): { id: string; created: boolean } {
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const id = uuidv7()
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const now = input.now ?? new Date().toISOString()
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const res = db.prepare(
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// Portability quirk: INSERT OR IGNORE is SQLite/Postgres dialect (standard SQL has MERGE).
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`INSERT OR IGNORE INTO reminder
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(id, rule_kind, subject_id, due_period, client_id, doc_id, status, policy_applied, error, created_at, sent_at)
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VALUES (?, ?, ?, ?, ?, ?, 'queued', ?, NULL, ?, NULL)`,
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).run(
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id, input.ruleKind, input.subjectId, input.duePeriod, input.clientId,
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input.docId ?? null, input.policyApplied ?? 'manual', now,
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)
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if (res.changes === 1) {
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writeAudit(db, 'system', 'create', 'reminder', id, undefined, {
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ruleKind: input.ruleKind, subjectId: input.subjectId, duePeriod: input.duePeriod,
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})
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return { id, created: true }
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}
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const existing = db.prepare(
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`SELECT id FROM reminder WHERE rule_kind=? AND subject_id=? AND due_period=?`,
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).get(input.ruleKind, input.subjectId, input.duePeriod) as { id: string }
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return { id: existing.id, created: false }
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}
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export interface ReminderFilter { status?: ReminderStatus; ruleKind?: ReminderRuleKind; clientId?: string }
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export function listReminders(db: DB, filter: ReminderFilter = {}): Reminder[] {
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let sql = `SELECT * FROM reminder WHERE 1=1`
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const args: unknown[] = []
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if (filter.status !== undefined) { sql += ` AND status=?`; args.push(filter.status) }
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if (filter.ruleKind !== undefined) { sql += ` AND rule_kind=?`; args.push(filter.ruleKind) }
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if (filter.clientId !== undefined) { sql += ` AND client_id=?`; args.push(filter.clientId) }
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sql += ` ORDER BY id DESC`
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return (db.prepare(sql).all(...args) as ReminderRow[]).map(toReminder)
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}
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/** The manual queue: everything awaiting a human — queued items and failed sends. */
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export function listQueue(db: DB): Reminder[] {
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return (db.prepare(
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`SELECT * FROM reminder WHERE status IN ('queued','failed') ORDER BY id DESC`,
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).all() as ReminderRow[]).map(toReminder)
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}
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export function setReminderStatus(
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db: DB, userId: string, id: string, status: ReminderStatus,
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opts: { error?: string | null; sentAt?: string | null } = {},
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): Reminder {
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const before = getReminder(db, id)
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if (before === null) throw new Error('Reminder not found')
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db.prepare(`UPDATE reminder SET status=?, error=?, sent_at=? WHERE id=?`).run(
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status,
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opts.error !== undefined ? opts.error : before.error,
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opts.sentAt !== undefined ? opts.sentAt : before.sentAt,
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id,
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)
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const after = getReminder(db, id)!
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writeAudit(db, userId, 'update', 'reminder', id, { status: before.status }, { status: after.status, error: after.error })
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return after
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}
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export function dismissReminder(db: DB, userId: string, id: string): Reminder {
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const before = getReminder(db, id)
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if (before === null) throw new Error('Reminder not found')
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if (before.status === 'sent') throw new Error('Cannot dismiss a reminder that was already sent')
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return setReminderStatus(db, userId, id, 'dismissed')
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}
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// ---------- dated reminder schedule (rule 3 / D-REMIND — spec §4, §7) ----------
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/** Rule kinds whose cadence lives in reminder_schedule (dated config rows). */
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export type ScheduleRuleKind = 'quote_followup' | 'invoice_overdue'
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export interface ResolvedSchedule {
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ruleKind: ScheduleRuleKind
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dayOffsets: number[] // ascending, deduped day milestones since the anchor event
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subject: string | null // message text; null only where the code template owns it
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body: string | null
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source: 'db' | 'default' // whether a dated row resolved or the code constant applied
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}
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/** Code-constant fallbacks — the feature works before any row is seeded, and a
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* wiped/missing row can never silence the reminder engine. Cadence *changes*
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* are new dated rows, never edits here (rule 3). */
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export const SCHEDULE_DEFAULTS: Record<
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ScheduleRuleKind, { dayOffsets: number[]; subject: string | null; body: string | null }
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> = {
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quote_followup: {
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dayOffsets: [3, 7, 14],
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subject: 'Following up on our quotation {ref} ({companyName})',
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body:
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'Dear {clientName}, we wanted to check whether you had a chance to review our quotation {ref}. '
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+ 'You can view it any time here: {shareUrl}. We\'d be glad to answer any questions. '
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+ 'Warm regards, {companyName}.',
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},
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// invoice_overdue mail text stays in reminder-templates.ts — only the cadence is dated here.
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invoice_overdue: { dayOffsets: [7, 15, 30], subject: null, body: null },
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}
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/** Parse a day_offsets CSV ('3,7,14') → ascending unique positive integers. */
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function parseDayOffsets(csv: string): number[] {
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const days = csv.split(',')
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.map((s) => Number(s.trim()))
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.filter((n) => Number.isInteger(n) && n > 0)
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return [...new Set(days)].sort((a, b) => a - b)
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}
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/** Resolve the schedule active on `today` (YYYY-MM-DD): the reminder_schedule row
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* where effective_from <= today AND (effective_to IS NULL OR effective_to > today),
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* latest effective_from winning. No usable row → the code-constant default. A row
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* that sets cadence but leaves subject/body NULL inherits the default message text. */
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export function resolveSchedule(db: DB, ruleKind: ScheduleRuleKind, today: string): ResolvedSchedule {
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const fallback = SCHEDULE_DEFAULTS[ruleKind]
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const row = db.prepare(
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`SELECT day_offsets, subject, body FROM reminder_schedule
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WHERE rule_kind=? AND effective_from <= ? AND (effective_to IS NULL OR effective_to > ?)
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ORDER BY effective_from DESC LIMIT 1`,
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).get(ruleKind, today, today) as { day_offsets: string; subject: string | null; body: string | null } | undefined
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if (row !== undefined) {
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const dayOffsets = parseDayOffsets(row.day_offsets)
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if (dayOffsets.length > 0) {
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return {
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ruleKind, dayOffsets,
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subject: row.subject ?? fallback.subject, body: row.body ?? fallback.body,
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source: 'db',
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}
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}
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// Row present but no usable offsets — never let bad config silence the engine.
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}
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return { ruleKind, dayOffsets: [...fallback.dayOffsets], subject: fallback.subject, body: fallback.body, source: 'default' }
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}
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// ---------- settings helpers (shared by scheduler + bounce poller) ----------
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export function getSetting(db: DB, key: string): string | null {
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const row = db.prepare(`SELECT value FROM setting WHERE key=?`).get(key) as { value: string } | undefined
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return row === undefined ? null : row.value
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}
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export function setSetting(db: DB, userId: string, key: string, value: string): void {
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const before = getSetting(db, key)
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db.prepare(
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// Portability quirk: ON CONFLICT upsert is SQLite/Postgres dialect (standard SQL has MERGE).
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`INSERT INTO setting (key, value) VALUES (?, ?) ON CONFLICT (key) DO UPDATE SET value = excluded.value`,
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).run(key, value)
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writeAudit(db, userId, before === null ? 'create' : 'update', 'setting', key, before === null ? undefined : { value: before }, { value })
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}
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export function getNumberSetting(db: DB, key: string, fallback: number): number {
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const raw = getSetting(db, key)
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if (raw === null) return fallback
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const n = Number(raw)
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return Number.isFinite(n) ? n : fallback
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}
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