feat: add CSV import, activity timeline, and insights endpoints

- POST /api/clients/import/preview - CSV preview with auto column mapping - POST /api/clients/import - Import clients from CSV with custom mapping - GET /api/clients/:id/activity - Activity timeline for client - GET /api/insights - Dashboard AI insights (stale clients, birthdays, follow-ups)
2026-01-29 12:43:24 +00:00
parent a4c6ada7de
commit 567791e6bb
4 changed files with 550 additions and 0 deletions
--- a/src/routes/activity.ts
+++ b/src/routes/activity.ts
@@ -0,0 +1,121 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clients, events, communications } from '../db/schema';
+import { eq, and, desc } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+export interface ActivityItem {
+  id: string;
+  type: 'email_sent' | 'email_drafted' | 'event_created' | 'client_contacted' | 'client_created' | 'client_updated';
+  title: string;
+  description?: string;
+  date: string;
+  metadata?: Record<string, any>;
+}
+
+export const activityRoutes = new Elysia({ prefix: '/clients' })
+  // Get activity timeline for a client
+  .get('/:id/activity', async ({ params, user }: { params: { id: string }; user: User }) => {
+    // Verify client belongs to user
+    const [client] = await db.select()
+      .from(clients)
+      .where(and(eq(clients.id, params.id), eq(clients.userId, user.id)))
+      .limit(1);
+    
+    if (!client) {
+      throw new Error('Client not found');
+    }
+
+    const activities: ActivityItem[] = [];
+
+    // Client creation
+    activities.push({
+      id: `created-${client.id}`,
+      type: 'client_created',
+      title: 'Client added to network',
+      date: client.createdAt.toISOString(),
+    });
+
+    // Client updated (if different from created)
+    if (client.updatedAt.getTime() - client.createdAt.getTime() > 60000) {
+      activities.push({
+        id: `updated-${client.id}`,
+        type: 'client_updated',
+        title: 'Client profile updated',
+        date: client.updatedAt.toISOString(),
+      });
+    }
+
+    // Last contacted
+    if (client.lastContactedAt) {
+      activities.push({
+        id: `contacted-${client.id}`,
+        type: 'client_contacted',
+        title: 'Marked as contacted',
+        date: client.lastContactedAt.toISOString(),
+      });
+    }
+
+    // Communications (emails)
+    const comms = await db.select()
+      .from(communications)
+      .where(and(
+        eq(communications.clientId, params.id),
+        eq(communications.userId, user.id),
+      ))
+      .orderBy(desc(communications.createdAt));
+    
+    for (const comm of comms) {
+      if (comm.status === 'sent' && comm.sentAt) {
+        activities.push({
+          id: `email-sent-${comm.id}`,
+          type: 'email_sent',
+          title: `Email sent: ${comm.subject || 'No subject'}`,
+          description: comm.content.substring(0, 150) + (comm.content.length > 150 ? '...' : ''),
+          date: comm.sentAt.toISOString(),
+          metadata: { emailId: comm.id, aiGenerated: comm.aiGenerated },
+        });
+      }
+      
+      // Also show drafts
+      if (comm.status === 'draft') {
+        activities.push({
+          id: `email-draft-${comm.id}`,
+          type: 'email_drafted',
+          title: `Email drafted: ${comm.subject || 'No subject'}`,
+          description: comm.content.substring(0, 150) + (comm.content.length > 150 ? '...' : ''),
+          date: comm.createdAt.toISOString(),
+          metadata: { emailId: comm.id, aiGenerated: comm.aiGenerated },
+        });
+      }
+    }
+
+    // Events
+    const clientEvents = await db.select()
+      .from(events)
+      .where(and(
+        eq(events.clientId, params.id),
+        eq(events.userId, user.id),
+      ))
+      .orderBy(desc(events.createdAt));
+    
+    for (const event of clientEvents) {
+      activities.push({
+        id: `event-${event.id}`,
+        type: 'event_created',
+        title: `Event: ${event.title}`,
+        description: `${event.type}${event.recurring ? ' (recurring)' : ''}`,
+        date: event.createdAt.toISOString(),
+        metadata: { eventId: event.id, eventType: event.type, eventDate: event.date.toISOString() },
+      });
+    }
+
+    // Sort by date descending
+    activities.sort((a, b) => new Date(b.date).getTime() - new Date(a.date).getTime());
+
+    return activities;
+  }, {
+    params: t.Object({
+      id: t.String({ format: 'uuid' }),
+    }),
+  });