feat: email templates + client segments with advanced filtering
- Email templates: CRUD API with categories, placeholders ({{firstName}}, etc.), usage tracking, default per category
- Client segments: save filtered views with multi-criteria filters (stage, tags, industry, city, state, contact dates, email/phone presence)
- Segment preview: test filters before saving, returns matching client list
- Filter options: GET /api/segments/filter-options returns unique values for all filterable fields
- New tables: email_templates, client_segments (auto-created via db:push)
This commit is contained in:
246
src/routes/segments.ts
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246
src/routes/segments.ts
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import { Elysia, t } from 'elysia';
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import { db } from '../db';
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import { clientSegments, clients } from '../db/schema';
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import { eq, and, desc, or, ilike, inArray, gte, lte, isNotNull, isNull, sql } from 'drizzle-orm';
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import type { User } from '../lib/auth';
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type SegmentFilters = {
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stages?: string[];
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tags?: string[];
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industries?: string[];
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cities?: string[];
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states?: string[];
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lastContactedBefore?: string;
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lastContactedAfter?: string;
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createdBefore?: string;
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createdAfter?: string;
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hasEmail?: boolean;
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hasPhone?: boolean;
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search?: string;
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};
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function buildClientConditions(filters: SegmentFilters, userId: string) {
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const conditions = [eq(clients.userId, userId)];
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if (filters.stages?.length) {
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conditions.push(inArray(clients.stage, filters.stages));
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}
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if (filters.industries?.length) {
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conditions.push(inArray(clients.industry, filters.industries));
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}
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if (filters.cities?.length) {
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conditions.push(inArray(clients.city, filters.cities));
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}
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if (filters.states?.length) {
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conditions.push(inArray(clients.state, filters.states));
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}
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if (filters.tags?.length) {
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// Check if client tags JSONB array contains any of the filter tags
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const tagConditions = filters.tags.map(tag =>
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sql`${clients.tags}::jsonb @> ${JSON.stringify([tag])}::jsonb`
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);
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conditions.push(or(...tagConditions)!);
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}
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if (filters.lastContactedBefore) {
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conditions.push(lte(clients.lastContactedAt, new Date(filters.lastContactedBefore)));
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}
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if (filters.lastContactedAfter) {
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conditions.push(gte(clients.lastContactedAt, new Date(filters.lastContactedAfter)));
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}
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if (filters.createdBefore) {
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conditions.push(lte(clients.createdAt, new Date(filters.createdBefore)));
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}
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if (filters.createdAfter) {
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conditions.push(gte(clients.createdAt, new Date(filters.createdAfter)));
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}
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if (filters.hasEmail === true) {
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conditions.push(isNotNull(clients.email));
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} else if (filters.hasEmail === false) {
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conditions.push(isNull(clients.email));
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}
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if (filters.hasPhone === true) {
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conditions.push(isNotNull(clients.phone));
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} else if (filters.hasPhone === false) {
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conditions.push(isNull(clients.phone));
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}
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if (filters.search) {
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const q = `%${filters.search}%`;
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conditions.push(or(
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ilike(clients.firstName, q),
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ilike(clients.lastName, q),
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ilike(clients.email, q),
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ilike(clients.company, q),
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)!);
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}
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return conditions;
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}
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export const segmentRoutes = new Elysia({ prefix: '/segments' })
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// List saved segments
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.get('/', async ({ user }: { user: User }) => {
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return db.select()
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.from(clientSegments)
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.where(eq(clientSegments.userId, user.id))
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.orderBy(desc(clientSegments.pinned), desc(clientSegments.updatedAt));
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})
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// Preview segment (apply filters, return matching clients)
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.post('/preview', async ({ body, user }: { body: { filters: SegmentFilters }; user: User }) => {
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const conditions = buildClientConditions(body.filters, user.id);
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const results = await db.select()
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.from(clients)
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.where(and(...conditions))
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.orderBy(clients.lastName);
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return { count: results.length, clients: results };
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}, {
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body: t.Object({
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filters: t.Object({
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stages: t.Optional(t.Array(t.String())),
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tags: t.Optional(t.Array(t.String())),
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industries: t.Optional(t.Array(t.String())),
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cities: t.Optional(t.Array(t.String())),
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states: t.Optional(t.Array(t.String())),
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lastContactedBefore: t.Optional(t.String()),
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lastContactedAfter: t.Optional(t.String()),
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createdBefore: t.Optional(t.String()),
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createdAfter: t.Optional(t.String()),
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hasEmail: t.Optional(t.Boolean()),
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hasPhone: t.Optional(t.Boolean()),
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search: t.Optional(t.String()),
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}),
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}),
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})
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// Get filter options (unique values for dropdowns)
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.get('/filter-options', async ({ user }: { user: User }) => {
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const allClients = await db.select({
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industry: clients.industry,
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city: clients.city,
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state: clients.state,
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tags: clients.tags,
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stage: clients.stage,
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})
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.from(clients)
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.where(eq(clients.userId, user.id));
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const industries = [...new Set(allClients.map(c => c.industry).filter(Boolean))] as string[];
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const cities = [...new Set(allClients.map(c => c.city).filter(Boolean))] as string[];
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const states = [...new Set(allClients.map(c => c.state).filter(Boolean))] as string[];
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const tags = [...new Set(allClients.flatMap(c => (c.tags as string[]) || []))];
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const stages = [...new Set(allClients.map(c => c.stage).filter(Boolean))] as string[];
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return { industries: industries.sort(), cities: cities.sort(), states: states.sort(), tags: tags.sort(), stages: stages.sort() };
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})
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// Create segment
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.post('/', async ({ body, user }: {
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body: { name: string; description?: string; filters: SegmentFilters; color?: string; pinned?: boolean };
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user: User;
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}) => {
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const [segment] = await db.insert(clientSegments)
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.values({
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userId: user.id,
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name: body.name,
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description: body.description,
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filters: body.filters,
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color: body.color || '#3b82f6',
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pinned: body.pinned || false,
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})
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.returning();
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return segment;
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}, {
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body: t.Object({
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name: t.String({ minLength: 1 }),
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description: t.Optional(t.String()),
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filters: t.Object({
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stages: t.Optional(t.Array(t.String())),
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tags: t.Optional(t.Array(t.String())),
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industries: t.Optional(t.Array(t.String())),
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cities: t.Optional(t.Array(t.String())),
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states: t.Optional(t.Array(t.String())),
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lastContactedBefore: t.Optional(t.String()),
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lastContactedAfter: t.Optional(t.String()),
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createdBefore: t.Optional(t.String()),
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createdAfter: t.Optional(t.String()),
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hasEmail: t.Optional(t.Boolean()),
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hasPhone: t.Optional(t.Boolean()),
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search: t.Optional(t.String()),
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}),
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color: t.Optional(t.String()),
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pinned: t.Optional(t.Boolean()),
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}),
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})
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// Get segment + matching clients
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.get('/:id', async ({ params, user }: { params: { id: string }; user: User }) => {
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const [segment] = await db.select()
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.from(clientSegments)
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.where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
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.limit(1);
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if (!segment) throw new Error('Segment not found');
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const conditions = buildClientConditions(segment.filters as SegmentFilters, user.id);
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const matchingClients = await db.select()
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.from(clients)
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.where(and(...conditions))
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.orderBy(clients.lastName);
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return { ...segment, clientCount: matchingClients.length, clients: matchingClients };
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}, {
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params: t.Object({ id: t.String({ format: 'uuid' }) }),
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})
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// Update segment
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.put('/:id', async ({ params, body, user }: {
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params: { id: string };
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body: { name?: string; description?: string; filters?: SegmentFilters; color?: string; pinned?: boolean };
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user: User;
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}) => {
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const updateData: Record<string, unknown> = { updatedAt: new Date() };
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if (body.name !== undefined) updateData.name = body.name;
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if (body.description !== undefined) updateData.description = body.description;
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if (body.filters !== undefined) updateData.filters = body.filters;
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if (body.color !== undefined) updateData.color = body.color;
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if (body.pinned !== undefined) updateData.pinned = body.pinned;
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const [segment] = await db.update(clientSegments)
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.set(updateData)
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.where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
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.returning();
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if (!segment) throw new Error('Segment not found');
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return segment;
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}, {
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params: t.Object({ id: t.String({ format: 'uuid' }) }),
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body: t.Object({
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name: t.Optional(t.String({ minLength: 1 })),
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description: t.Optional(t.String()),
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filters: t.Optional(t.Object({
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stages: t.Optional(t.Array(t.String())),
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tags: t.Optional(t.Array(t.String())),
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industries: t.Optional(t.Array(t.String())),
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cities: t.Optional(t.Array(t.String())),
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states: t.Optional(t.Array(t.String())),
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lastContactedBefore: t.Optional(t.String()),
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lastContactedAfter: t.Optional(t.String()),
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createdBefore: t.Optional(t.String()),
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createdAfter: t.Optional(t.String()),
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hasEmail: t.Optional(t.Boolean()),
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hasPhone: t.Optional(t.Boolean()),
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search: t.Optional(t.String()),
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})),
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color: t.Optional(t.String()),
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pinned: t.Optional(t.Boolean()),
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}),
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})
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// Delete segment
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.delete('/:id', async ({ params, user }: { params: { id: string }; user: User }) => {
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const [deleted] = await db.delete(clientSegments)
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.where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
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.returning({ id: clientSegments.id });
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if (!deleted) throw new Error('Segment not found');
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return { success: true, id: deleted.id };
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}, {
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params: t.Object({ id: t.String({ format: 'uuid' }) }),
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});
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