CRM actions

"use server"

import { daysAhead, db, REFERENCE_DATE, type Deal, type Lead, type Result } from "@/lib/sample-data"

/**
 * The CRM dashboard's shared server actions: what more than one of its pages
 * does to the same rows. The overview's leads table and the leads page both
 * convert a lead, so the conversion lives here, once, and both import it —
 * one action name, one behaviour, everywhere the dashboard offers it.
 *
 * Installed as `@lib/dashboards/crm/actions.ts` by the `actions-crm` item,
 * which every page that imports it lists in its registry dependencies, so
 * installing the dashboard installs it too. Every answer is a `Result`, and
 * every name in it is read off the rows the action looked up, never off the
 * page that asked.
 */

/** Where a deal converted from a lead says it came from. */
const DEAL_SOURCE: Record<Lead["source"], Deal["source"]> = {
  website: "inbound",
  ads: "inbound",
  referral: "referral",
  social: "outbound",
  event: "event",
}

/** Midnight UTC on the day `date` falls on — a forecast names a day, not an instant. */
function utcDay(date: Date): Date {
  return new Date(Date.UTC(date.getUTCFullYear(), date.getUTCMonth(), date.getUTCDate()))
}

export type ConvertedLead = {
  id: string
  name: string
  /** The lead's status after the conversion: won. */
  status: Lead["status"]
  dealId: string
  dealName: string
  /** The deal's value, in minor units — the lead's own. */
  amountCents: number
  /** The rep who owns the deal — the lead's own. */
  ownerName: string
}

/**
 * Turns a lead into a deal on the pipeline. The lead is marked won — it has
 * done its job — and a qualified deal opens under its company, for its value,
 * owned by its rep, forecast a month out. The lead is written first: a deal
 * that failed to open leaves a won lead with no deal, which is visible, where
 * the other order would leave a deal on the pipeline for a lead still open,
 * which is not. A lead that is already won or lost is refused: there is
 * nothing left to convert.
 */
export async function convertLead(id: string): Promise<Result<ConvertedLead>> {
  const lead = await db.leads.get(id)
  if (!lead) return { ok: false, error: { code: "not_found", message: `No lead with id "${id}".` } }
  if (lead.status === "won" || lead.status === "lost") {
    return { ok: false, error: { code: "conflict", message: `${lead.name} is already ${lead.status}.` } }
  }

  const updated = await db.leads.update(id, { status: "won", nextActionAt: null })
  if (!updated.ok) return updated

  const created = await db.deals.create({
    name: `${lead.company} · New business`,
    company: lead.company,
    stage: "qualified",
    amountCents: lead.valueCents,
    currency: "USD",
    owner: lead.ownerId,
    // A qualified deal, as the pipeline forecasts one.
    probability: 30,
    source: DEAL_SOURCE[lead.source],
    createdAt: REFERENCE_DATE,
    lastActivityAt: REFERENCE_DATE,
    expectedCloseAt: utcDay(daysAhead(30)),
  })
  if (!created.ok) return created

  const owner = await db.members.get(lead.ownerId)
  return {
    ok: true,
    data: {
      id,
      name: lead.name,
      status: updated.data.status,
      dealId: created.data.id,
      dealName: created.data.name,
      amountCents: created.data.amountCents,
      ownerName: owner?.name ?? "its rep",
    },
  }
}