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)

src/routes/insights.ts

@@ -0,0 +1,140 @@
+import { Elysia } from 'elysia';
+import { db } from '../db';
+import { clients, events } from '../db/schema';
+import { eq, and, sql, lte, gte, isNull, or } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+export const insightsRoutes = new Elysia({ prefix: '/insights' })
+  .get('/', async ({ user }: { user: User }) => {
+    const now = new Date();
+    const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+    const sevenDaysFromNow = new Date(now.getTime() + 7 * 24 * 60 * 60 * 1000);
+
+    // 1. Clients not contacted in 30+ days (or never contacted)
+    const staleClients = await db.select({
+      id: clients.id,
+      firstName: clients.firstName,
+      lastName: clients.lastName,
+      email: clients.email,
+      company: clients.company,
+      lastContactedAt: clients.lastContactedAt,
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, user.id),
+        or(
+          isNull(clients.lastContactedAt),
+          lte(clients.lastContactedAt, thirtyDaysAgo),
+        ),
+      ))
+      .orderBy(clients.lastContactedAt)
+      .limit(10);
+
+    // 2. Upcoming birthdays this week
+    // We need to compare month/day regardless of year
+    const allClients = await db.select({
+      id: clients.id,
+      firstName: clients.firstName,
+      lastName: clients.lastName,
+      birthday: clients.birthday,
+      email: clients.email,
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, user.id),
+        sql`${clients.birthday} IS NOT NULL`,
+      ));
+
+    const upcomingBirthdays = allClients.filter(client => {
+      if (!client.birthday) return false;
+      const bday = new Date(client.birthday);
+      // Set birthday to this year
+      const thisYearBday = new Date(now.getFullYear(), bday.getMonth(), bday.getDate());
+      // Check if within next 7 days
+      const diff = thisYearBday.getTime() - now.getTime();
+      return diff >= -24 * 60 * 60 * 1000 && diff <= 7 * 24 * 60 * 60 * 1000; // include today
+    }).map(c => ({
+      id: c.id,
+      firstName: c.firstName,
+      lastName: c.lastName,
+      birthday: c.birthday!.toISOString(),
+      daysUntil: (() => {
+        const bday = new Date(c.birthday!);
+        const thisYearBday = new Date(now.getFullYear(), bday.getMonth(), bday.getDate());
+        return Math.ceil((thisYearBday.getTime() - now.getTime()) / (24 * 60 * 60 * 1000));
+      })(),
+    }));
+
+    // 3. Suggested follow-ups: clients contacted 14-30 days ago (proactive outreach window)
+    const fourteenDaysAgo = new Date(now.getTime() - 14 * 24 * 60 * 60 * 1000);
+    const suggestedFollowups = await db.select({
+      id: clients.id,
+      firstName: clients.firstName,
+      lastName: clients.lastName,
+      email: clients.email,
+      company: clients.company,
+      lastContactedAt: clients.lastContactedAt,
+    })
+      .from(clients)
+      .where(and(
+        eq(clients.userId, user.id),
+        lte(clients.lastContactedAt, fourteenDaysAgo),
+        gte(clients.lastContactedAt, thirtyDaysAgo),
+      ))
+      .orderBy(clients.lastContactedAt)
+      .limit(5);
+
+    // 4. Upcoming events (next 7 days)
+    const upcomingEvents = await db.select({
+      id: events.id,
+      title: events.title,
+      type: events.type,
+      date: events.date,
+      clientId: events.clientId,
+    })
+      .from(events)
+      .where(and(
+        eq(events.userId, user.id),
+        gte(events.date, now),
+        lte(events.date, sevenDaysFromNow),
+      ))
+      .orderBy(events.date)
+      .limit(10);
+
+    // 5. Summary stats
+    const totalClients = await db.select({ count: sql<number>`count(*)::int` })
+      .from(clients)
+      .where(eq(clients.userId, user.id));
+    
+    const neverContactedCount = await db.select({ count: sql<number>`count(*)::int` })
+      .from(clients)
+      .where(and(eq(clients.userId, user.id), isNull(clients.lastContactedAt)));
+
+    return {
+      staleClients: staleClients.map(c => ({
+        ...c,
+        lastContactedAt: c.lastContactedAt?.toISOString() || null,
+        daysSinceContact: c.lastContactedAt 
+          ? Math.floor((now.getTime() - c.lastContactedAt.getTime()) / (24 * 60 * 60 * 1000))
+          : null,
+      })),
+      upcomingBirthdays,
+      suggestedFollowups: suggestedFollowups.map(c => ({
+        ...c,
+        lastContactedAt: c.lastContactedAt?.toISOString() || null,
+        daysSinceContact: c.lastContactedAt 
+          ? Math.floor((now.getTime() - c.lastContactedAt.getTime()) / (24 * 60 * 60 * 1000))
+          : null,
+      })),
+      upcomingEvents: upcomingEvents.map(e => ({
+        ...e,
+        date: e.date.toISOString(),
+      })),
+      summary: {
+        totalClients: totalClients[0]?.count || 0,
+        neverContacted: neverContactedCount[0]?.count || 0,
+        staleCount: staleClients.length,
+        birthdaysThisWeek: upcomingBirthdays.length,
+      },
+    };
+  });