feat: global search, client merge/dedup, data export APIs

This commit is contained in:
2026-01-30 04:10:42 +00:00
parent bd2a4c017c
commit 0ccfa8d0fc
4 changed files with 802 additions and 0 deletions

270
src/routes/export.ts Normal file
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import { Elysia, t } from 'elysia';
import { db } from '../db';
import { clients, communications, events, interactions, clientNotes, emailTemplates, clientSegments } from '../db/schema';
import { and, eq, desc } from 'drizzle-orm';
import { logAudit, getRequestMeta } from '../services/audit';
export const exportRoutes = new Elysia({ prefix: '/export' })
// Full data export (JSON)
.get('/json', async ({ headers, request }) => {
const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
const bearerToken = headers['authorization']?.replace('Bearer ', '');
let userId: string | null = null;
if (sessionToken) {
const session = await db.query.sessions.findFirst({
where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
});
userId = session?.userId ?? null;
}
if (!userId && bearerToken) {
const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
userId = admin?.id ?? null;
}
if (!userId) return new Response('Unauthorized', { status: 401 });
const [
allClients,
allEmails,
allEvents,
allInteractions,
allNotes,
allTemplates,
allSegments,
] = await Promise.all([
db.select().from(clients).where(eq(clients.userId, userId)).orderBy(desc(clients.createdAt)),
db.select().from(communications).where(eq(communications.userId, userId)).orderBy(desc(communications.createdAt)),
db.select().from(events).where(eq(events.userId, userId)).orderBy(desc(events.date)),
db.select().from(interactions).where(eq(interactions.userId, userId)).orderBy(desc(interactions.createdAt)),
db.select().from(clientNotes).where(eq(clientNotes.userId, userId)).orderBy(desc(clientNotes.createdAt)),
db.select().from(emailTemplates).where(eq(emailTemplates.userId, userId)).orderBy(desc(emailTemplates.createdAt)),
db.select().from(clientSegments).where(eq(clientSegments.userId, userId)).orderBy(desc(clientSegments.createdAt)),
]);
const meta = getRequestMeta(request);
await logAudit({
userId,
action: 'view',
entityType: 'export' as any,
entityId: 'full-json',
details: {
clients: allClients.length,
emails: allEmails.length,
events: allEvents.length,
interactions: allInteractions.length,
notes: allNotes.length,
templates: allTemplates.length,
segments: allSegments.length,
},
...meta,
});
const exportData = {
exportedAt: new Date().toISOString(),
version: '1.0',
summary: {
clients: allClients.length,
emails: allEmails.length,
events: allEvents.length,
interactions: allInteractions.length,
notes: allNotes.length,
templates: allTemplates.length,
segments: allSegments.length,
},
data: {
clients: allClients,
emails: allEmails,
events: allEvents,
interactions: allInteractions,
notes: allNotes,
templates: allTemplates,
segments: allSegments,
},
};
return new Response(JSON.stringify(exportData, null, 2), {
headers: {
'Content-Type': 'application/json',
'Content-Disposition': `attachment; filename="network-app-export-${new Date().toISOString().split('T')[0]}.json"`,
},
});
})
// CSV export for clients
.get('/clients/csv', async ({ headers, request }) => {
const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
const bearerToken = headers['authorization']?.replace('Bearer ', '');
let userId: string | null = null;
if (sessionToken) {
const session = await db.query.sessions.findFirst({
where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
});
userId = session?.userId ?? null;
}
if (!userId && bearerToken) {
const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
userId = admin?.id ?? null;
}
if (!userId) return new Response('Unauthorized', { status: 401 });
const allClients = await db.select().from(clients).where(eq(clients.userId, userId)).orderBy(desc(clients.createdAt));
const csvHeaders = [
'First Name', 'Last Name', 'Email', 'Phone', 'Company', 'Role', 'Industry',
'Stage', 'Street', 'City', 'State', 'Zip',
'Birthday', 'Anniversary', 'Interests', 'Tags', 'Notes',
'Last Contacted', 'Created At',
];
const escCsv = (v: any) => {
if (v == null) return '';
const s = String(v);
if (s.includes(',') || s.includes('"') || s.includes('\n')) {
return `"${s.replace(/"/g, '""')}"`;
}
return s;
};
const rows = allClients.map(c => [
c.firstName, c.lastName, c.email, c.phone, c.company, c.role, c.industry,
c.stage, c.street, c.city, c.state, c.zip,
c.birthday?.toISOString().split('T')[0],
c.anniversary?.toISOString().split('T')[0],
((c.interests as string[]) || []).join('; '),
((c.tags as string[]) || []).join('; '),
c.notes,
c.lastContactedAt?.toISOString(),
c.createdAt.toISOString(),
].map(escCsv).join(','));
const csv = [csvHeaders.join(','), ...rows].join('\n');
const csvMeta = getRequestMeta(request);
await logAudit({
userId,
action: 'view',
entityType: 'export' as any,
entityId: 'clients-csv',
details: { clientCount: allClients.length },
...csvMeta,
});
return new Response(csv, {
headers: {
'Content-Type': 'text/csv',
'Content-Disposition': `attachment; filename="clients-export-${new Date().toISOString().split('T')[0]}.csv"`,
},
});
})
// CSV export for interactions
.get('/interactions/csv', async ({ headers, request }) => {
const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
const bearerToken = headers['authorization']?.replace('Bearer ', '');
let userId: string | null = null;
if (sessionToken) {
const session = await db.query.sessions.findFirst({
where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
});
userId = session?.userId ?? null;
}
if (!userId && bearerToken) {
const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
userId = admin?.id ?? null;
}
if (!userId) return new Response('Unauthorized', { status: 401 });
const allInteractions = await db
.select({
id: interactions.id,
type: interactions.type,
title: interactions.title,
description: interactions.description,
duration: interactions.duration,
contactedAt: interactions.contactedAt,
createdAt: interactions.createdAt,
clientFirstName: clients.firstName,
clientLastName: clients.lastName,
clientEmail: clients.email,
})
.from(interactions)
.leftJoin(clients, eq(interactions.clientId, clients.id))
.where(eq(interactions.userId, userId))
.orderBy(desc(interactions.contactedAt));
const csvHeaders = ['Client Name', 'Client Email', 'Type', 'Title', 'Description', 'Duration (min)', 'Date', 'Created At'];
const escCsv = (v: any) => {
if (v == null) return '';
const s = String(v);
if (s.includes(',') || s.includes('"') || s.includes('\n')) {
return `"${s.replace(/"/g, '""')}"`;
}
return s;
};
const rows = allInteractions.map(i => [
`${i.clientFirstName} ${i.clientLastName}`,
i.clientEmail,
i.type,
i.title,
i.description,
i.duration,
i.contactedAt.toISOString(),
i.createdAt.toISOString(),
].map(escCsv).join(','));
const csv = [csvHeaders.join(','), ...rows].join('\n');
return new Response(csv, {
headers: {
'Content-Type': 'text/csv',
'Content-Disposition': `attachment; filename="interactions-export-${new Date().toISOString().split('T')[0]}.csv"`,
},
});
})
// Export summary/stats
.get('/summary', async ({ headers }) => {
const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
const bearerToken = headers['authorization']?.replace('Bearer ', '');
let userId: string | null = null;
if (sessionToken) {
const session = await db.query.sessions.findFirst({
where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
});
userId = session?.userId ?? null;
}
if (!userId && bearerToken) {
const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
userId = admin?.id ?? null;
}
if (!userId) return new Response('Unauthorized', { status: 401 });
const [clientCount, emailCount, eventCount, interactionCount, noteCount, templateCount, segmentCount] = await Promise.all([
db.select({ count: sql`count(*)` }).from(clients).where(eq(clients.userId, userId)),
db.select({ count: sql`count(*)` }).from(communications).where(eq(communications.userId, userId)),
db.select({ count: sql`count(*)` }).from(events).where(eq(events.userId, userId)),
db.select({ count: sql`count(*)` }).from(interactions).where(eq(interactions.userId, userId)),
db.select({ count: sql`count(*)` }).from(clientNotes).where(eq(clientNotes.userId, userId)),
db.select({ count: sql`count(*)` }).from(emailTemplates).where(eq(emailTemplates.userId, userId)),
db.select({ count: sql`count(*)` }).from(clientSegments).where(eq(clientSegments.userId, userId)),
]);
return {
clients: Number(clientCount[0]?.count || 0),
emails: Number(emailCount[0]?.count || 0),
events: Number(eventCount[0]?.count || 0),
interactions: Number(interactionCount[0]?.count || 0),
notes: Number(noteCount[0]?.count || 0),
templates: Number(templateCount[0]?.count || 0),
segments: Number(segmentCount[0]?.count || 0),
exportFormats: ['json', 'clients-csv', 'interactions-csv'],
};
});
// Need sql import
import { sql } from 'drizzle-orm';