feat: Add inbox system for tasks, appointments, emails and reminders
- Add inbox router with CRUD endpoints - Add inbox stats endpoint - Add team inbox overview for managers - Support task assignment to team members - Add database migration for inbox_items table
This commit is contained in:
57
src/db/migrations/001_inbox_items.sql
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57
src/db/migrations/001_inbox_items.sql
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@@ -0,0 +1,57 @@
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-- Migration: Add inbox_items table
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-- Date: 2026-02-25
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-- ============================================
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-- INBOX ITEMS (Tasks, Appointments, Emails, Reminders)
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-- ============================================
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CREATE TABLE IF NOT EXISTS inbox_items (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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org_id UUID NOT NULL REFERENCES organizations(id) ON DELETE CASCADE,
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user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
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-- Item Info
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type VARCHAR(50) NOT NULL, -- task, appointment, email, reminder
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title VARCHAR(255) NOT NULL,
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description TEXT,
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-- Scheduling
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due_date TIMESTAMP WITH TIME ZONE,
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-- Priority & Status
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priority VARCHAR(20) DEFAULT 'medium', -- low, medium, high, urgent
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status VARCHAR(20) DEFAULT 'pending', -- pending, in_progress, done, cancelled
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-- Assignment (for tasks assigned by supervisors)
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assigned_by UUID REFERENCES users(id) ON DELETE SET NULL,
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-- Relations (optional links to other entities)
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related_contact_id UUID REFERENCES contacts(id) ON DELETE SET NULL,
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related_deal_id UUID REFERENCES deals(id) ON DELETE SET NULL,
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related_company_id UUID REFERENCES companies(id) ON DELETE SET NULL,
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-- Flexible metadata (for emails: sender, subject, etc.)
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metadata JSONB DEFAULT '{}',
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-- Timestamps
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created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
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);
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-- Indexes for performance
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CREATE INDEX idx_inbox_items_org_id ON inbox_items(org_id);
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CREATE INDEX idx_inbox_items_user_id ON inbox_items(user_id);
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CREATE INDEX idx_inbox_items_type ON inbox_items(type);
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CREATE INDEX idx_inbox_items_status ON inbox_items(status);
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CREATE INDEX idx_inbox_items_priority ON inbox_items(priority);
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CREATE INDEX idx_inbox_items_due_date ON inbox_items(due_date);
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CREATE INDEX idx_inbox_items_assigned_by ON inbox_items(assigned_by);
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CREATE INDEX idx_inbox_items_user_status ON inbox_items(user_id, status);
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CREATE INDEX idx_inbox_items_due_today ON inbox_items(user_id, due_date)
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WHERE status NOT IN ('done', 'cancelled');
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-- Auto-update trigger
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CREATE TRIGGER update_inbox_items_updated_at BEFORE UPDATE ON inbox_items
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FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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-- Add deleted_at column to users if not exists (for soft delete check)
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ALTER TABLE users ADD COLUMN IF NOT EXISTS deleted_at TIMESTAMP WITH TIME ZONE;
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13
src/main.ts
13
src/main.ts
@@ -4,6 +4,7 @@ import "@std/dotenv/load";
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// Routes
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import { authRouter } from "./routes/auth.ts";
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import { usersRouter } from "./routes/users.ts";
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import inboxRouter from "./routes/inbox.ts";
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import { contactsRouter } from "./routes/contacts.ts";
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import { companiesRouter } from "./routes/companies.ts";
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import { dealsRouter } from "./routes/deals.ts";
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@@ -148,6 +149,15 @@ app.use(async (ctx, next) => {
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"DELETE /api/v1/users/:id": "Delete user (admin/owner)",
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"POST /api/v1/users/:id/reset-password": "Reset user password (admin/owner)",
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},
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inbox: {
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"GET /api/v1/inbox": "List inbox items (tasks, appointments, emails)",
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"GET /api/v1/inbox/stats": "Inbox statistics",
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"GET /api/v1/inbox/team": "Team inbox overview (manager+)",
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"POST /api/v1/inbox": "Create inbox item / assign task",
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"PUT /api/v1/inbox/:id": "Update inbox item",
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"PUT /api/v1/inbox/:id/status": "Quick status update",
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"DELETE /api/v1/inbox/:id": "Delete inbox item",
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},
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contacts: {
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"GET /api/v1/contacts": "List contacts",
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"GET /api/v1/contacts/stats": "Contact statistics",
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@@ -226,6 +236,9 @@ app.use(authRouter.allowedMethods());
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app.use(usersRouter.routes());
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app.use(usersRouter.allowedMethods());
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app.use(inboxRouter.routes());
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app.use(inboxRouter.allowedMethods());
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app.use(contactsRouter.routes());
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app.use(contactsRouter.allowedMethods());
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603
src/routes/inbox.ts
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603
src/routes/inbox.ts
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@@ -0,0 +1,603 @@
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import { Router, Status } from "https://deno.land/x/oak@v12.6.1/mod.ts";
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import { query, execute, getConnection } from "../db/connection.ts";
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import { authMiddleware, AuthState } from "../middleware/auth.ts";
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const router = new Router<AuthState>();
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// ============================================
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// TYPES
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// ============================================
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export type InboxItemType = "task" | "appointment" | "email" | "reminder";
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export type InboxPriority = "low" | "medium" | "high" | "urgent";
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export type InboxStatus = "pending" | "in_progress" | "done" | "cancelled";
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export interface InboxItem {
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id: string;
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org_id: string;
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user_id: string;
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type: InboxItemType;
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title: string;
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description?: string;
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due_date?: Date;
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priority: InboxPriority;
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status: InboxStatus;
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assigned_by?: string;
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assigned_by_name?: string;
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related_contact_id?: string;
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related_deal_id?: string;
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related_company_id?: string;
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metadata?: Record<string, unknown>;
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created_at: Date;
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updated_at: Date;
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}
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// ============================================
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// HELPER FUNCTIONS
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// ============================================
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function generateId(): string {
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return crypto.randomUUID();
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}
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// ============================================
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// GET /api/v1/inbox - List inbox items for current user
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// ============================================
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router.get("/api/v1/inbox", authMiddleware, async (ctx) => {
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const userId = ctx.state.user.id;
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const orgId = ctx.state.orgId;
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const url = new URL(ctx.request.url);
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const status = url.searchParams.get("status");
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const type = url.searchParams.get("type");
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const today = url.searchParams.get("today") === "true";
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const limit = parseInt(url.searchParams.get("limit") || "50");
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const offset = parseInt(url.searchParams.get("offset") || "0");
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let queryStr = `
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SELECT
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i.*,
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u.first_name || ' ' || u.last_name as assigned_by_name,
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c.first_name || ' ' || c.last_name as contact_name,
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co.name as company_name,
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d.title as deal_title
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FROM inbox_items i
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LEFT JOIN users u ON i.assigned_by = u.id
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LEFT JOIN contacts c ON i.related_contact_id = c.id
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LEFT JOIN companies co ON i.related_company_id = co.id
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LEFT JOIN deals d ON i.related_deal_id = d.id
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WHERE i.user_id = $1 AND i.org_id = $2
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`;
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const params: (string | number)[] = [userId, orgId];
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let paramIndex = 3;
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if (status) {
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queryStr += ` AND i.status = $${paramIndex}`;
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params.push(status);
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paramIndex++;
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}
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if (type) {
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queryStr += ` AND i.type = $${paramIndex}`;
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params.push(type);
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paramIndex++;
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}
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if (today) {
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queryStr += ` AND DATE(i.due_date) = CURRENT_DATE`;
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}
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queryStr += ` ORDER BY
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CASE i.priority
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WHEN 'urgent' THEN 1
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WHEN 'high' THEN 2
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WHEN 'medium' THEN 3
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ELSE 4
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END,
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i.due_date ASC NULLS LAST,
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i.created_at DESC
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LIMIT $${paramIndex} OFFSET $${paramIndex + 1}
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`;
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params.push(limit, offset);
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try {
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const result = await query<InboxItem & {
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assigned_by_name: string;
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contact_name: string;
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company_name: string;
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deal_title: string;
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}>(queryStr, params);
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// Get count for pagination
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let countQuery = `
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SELECT COUNT(*) as total FROM inbox_items i
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WHERE i.user_id = $1 AND i.org_id = $2
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`;
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const countParams: string[] = [userId, orgId];
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let countParamIndex = 3;
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if (status) {
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countQuery += ` AND i.status = $${countParamIndex}`;
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countParams.push(status);
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countParamIndex++;
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}
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if (type) {
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countQuery += ` AND i.type = $${countParamIndex}`;
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countParams.push(type);
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countParamIndex++;
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}
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if (today) {
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countQuery += ` AND DATE(i.due_date) = CURRENT_DATE`;
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}
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const countResult = await query<{ total: number }>(countQuery, countParams);
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const total = Number(countResult[0]?.total || 0);
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ctx.response.body = {
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success: true,
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data: {
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items: result.map(item => ({
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id: item.id,
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type: item.type,
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title: item.title,
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description: item.description,
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dueDate: item.due_date,
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priority: item.priority,
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status: item.status,
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assignedBy: item.assigned_by,
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assignedByName: item.assigned_by_name,
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relatedContactId: item.related_contact_id,
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relatedContactName: item.contact_name,
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relatedDealId: item.related_deal_id,
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relatedDealTitle: item.deal_title,
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relatedCompanyId: item.related_company_id,
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relatedCompanyName: item.company_name,
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metadata: item.metadata,
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createdAt: item.created_at,
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updatedAt: item.updated_at,
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})),
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pagination: {
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total,
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limit,
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offset,
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hasMore: offset + limit < total,
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},
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},
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};
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} catch (error) {
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console.error("Error fetching inbox:", error);
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ctx.response.status = Status.InternalServerError;
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ctx.response.body = { success: false, error: "Failed to fetch inbox items" };
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}
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});
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// ============================================
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// GET /api/v1/inbox/stats - Get inbox statistics
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// ============================================
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router.get("/api/v1/inbox/stats", authMiddleware, async (ctx) => {
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const userId = ctx.state.user.id;
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const orgId = ctx.state.orgId;
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try {
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const result = await query<{
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total: number;
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pending: number;
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in_progress: number;
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done_today: number;
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overdue: number;
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due_today: number;
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}>(`
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SELECT
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COUNT(*) FILTER (WHERE status != 'done' AND status != 'cancelled') as total,
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COUNT(*) FILTER (WHERE status = 'pending') as pending,
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COUNT(*) FILTER (WHERE status = 'in_progress') as in_progress,
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COUNT(*) FILTER (WHERE status = 'done' AND DATE(updated_at) = CURRENT_DATE) as done_today,
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COUNT(*) FILTER (WHERE status NOT IN ('done', 'cancelled') AND due_date < CURRENT_DATE) as overdue,
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COUNT(*) FILTER (WHERE status NOT IN ('done', 'cancelled') AND DATE(due_date) = CURRENT_DATE) as due_today
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FROM inbox_items
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WHERE user_id = $1 AND org_id = $2
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`, [userId, orgId]);
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const stats = result[0] || {
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total: 0,
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pending: 0,
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in_progress: 0,
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done_today: 0,
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overdue: 0,
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due_today: 0,
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};
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ctx.response.body = {
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success: true,
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data: {
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total: Number(stats.total),
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pending: Number(stats.pending),
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inProgress: Number(stats.in_progress),
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doneToday: Number(stats.done_today),
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overdue: Number(stats.overdue),
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dueToday: Number(stats.due_today),
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},
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};
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} catch (error) {
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console.error("Error fetching inbox stats:", error);
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ctx.response.status = Status.InternalServerError;
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ctx.response.body = { success: false, error: "Failed to fetch inbox stats" };
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}
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});
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// ============================================
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// POST /api/v1/inbox - Create new inbox item
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// ============================================
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router.post("/api/v1/inbox", authMiddleware, async (ctx) => {
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const body = await ctx.request.body({ type: "json" }).value;
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const creatorId = ctx.state.user.id;
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const creatorRole = ctx.state.user.role;
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const orgId = ctx.state.orgId;
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const {
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userId, // target user (if assigning to someone else)
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type,
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title,
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description,
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dueDate,
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priority = "medium",
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relatedContactId,
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relatedDealId,
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relatedCompanyId,
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metadata,
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} = body;
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// Validate required fields
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if (!type || !title) {
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ctx.response.status = Status.BadRequest;
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ctx.response.body = { success: false, error: "Type and title are required" };
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return;
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}
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// Validate type
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const validTypes: InboxItemType[] = ["task", "appointment", "email", "reminder"];
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if (!validTypes.includes(type)) {
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ctx.response.status = Status.BadRequest;
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ctx.response.body = { success: false, error: "Invalid type" };
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return;
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}
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// Determine target user
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let targetUserId = creatorId;
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let assignedBy: string | null = null;
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// If assigning to another user, check permissions
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if (userId && userId !== creatorId) {
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// Only owner, admin, manager can assign to others
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if (!["owner", "admin", "manager"].includes(creatorRole)) {
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ctx.response.status = Status.Forbidden;
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ctx.response.body = { success: false, error: "Not authorized to assign tasks to others" };
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return;
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}
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// Verify target user exists in same org
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const targetUser = await query<{ id: string }>(
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"SELECT id FROM users WHERE id = $1 AND org_id = $2 AND deleted_at IS NULL",
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[userId, orgId]
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);
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if (targetUser.length === 0) {
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ctx.response.status = Status.BadRequest;
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ctx.response.body = { success: false, error: "Target user not found" };
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return;
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}
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targetUserId = userId;
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assignedBy = creatorId;
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}
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const id = generateId();
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const now = new Date();
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try {
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await execute(`
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INSERT INTO inbox_items (
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id, org_id, user_id, type, title, description, due_date,
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priority, status, assigned_by, related_contact_id,
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related_deal_id, related_company_id, metadata, created_at, updated_at
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) VALUES (
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$1, $2, $3, $4, $5, $6, $7, $8, 'pending', $9, $10, $11, $12, $13, $14, $15
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)
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`, [
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id,
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orgId,
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targetUserId,
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type,
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title,
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description || null,
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dueDate ? new Date(dueDate) : null,
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priority,
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assignedBy,
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relatedContactId || null,
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relatedDealId || null,
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relatedCompanyId || null,
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metadata ? JSON.stringify(metadata) : null,
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now,
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now,
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]);
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ctx.response.status = Status.Created;
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ctx.response.body = {
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success: true,
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data: {
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id,
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type,
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title,
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description,
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dueDate,
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priority,
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status: "pending",
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assignedBy,
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relatedContactId,
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relatedDealId,
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relatedCompanyId,
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metadata,
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createdAt: now,
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updatedAt: now,
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},
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};
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} catch (error) {
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console.error("Error creating inbox item:", error);
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ctx.response.status = Status.InternalServerError;
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ctx.response.body = { success: false, error: "Failed to create inbox item" };
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}
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});
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// ============================================
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// PUT /api/v1/inbox/:id - Update inbox item
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// ============================================
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router.put("/api/v1/inbox/:id", authMiddleware, async (ctx) => {
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const { id } = ctx.params;
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const userId = ctx.state.user.id;
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const orgId = ctx.state.orgId;
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const body = await ctx.request.body({ type: "json" }).value;
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// Verify item belongs to user
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const existing = await query<InboxItem>(
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"SELECT * FROM inbox_items WHERE id = $1 AND user_id = $2 AND org_id = $3",
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[id, userId, orgId]
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);
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if (existing.length === 0) {
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ctx.response.status = Status.NotFound;
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ctx.response.body = { success: false, error: "Inbox item not found" };
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return;
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}
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const {
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title,
|
||||
description,
|
||||
dueDate,
|
||||
priority,
|
||||
status,
|
||||
relatedContactId,
|
||||
relatedDealId,
|
||||
relatedCompanyId,
|
||||
metadata,
|
||||
} = body;
|
||||
|
||||
const updates: string[] = [];
|
||||
const params: (string | Date | null)[] = [];
|
||||
let paramIndex = 1;
|
||||
|
||||
if (title !== undefined) {
|
||||
updates.push(`title = $${paramIndex++}`);
|
||||
params.push(title);
|
||||
}
|
||||
if (description !== undefined) {
|
||||
updates.push(`description = $${paramIndex++}`);
|
||||
params.push(description);
|
||||
}
|
||||
if (dueDate !== undefined) {
|
||||
updates.push(`due_date = $${paramIndex++}`);
|
||||
params.push(dueDate ? new Date(dueDate) : null);
|
||||
}
|
||||
if (priority !== undefined) {
|
||||
updates.push(`priority = $${paramIndex++}`);
|
||||
params.push(priority);
|
||||
}
|
||||
if (status !== undefined) {
|
||||
updates.push(`status = $${paramIndex++}`);
|
||||
params.push(status);
|
||||
}
|
||||
if (relatedContactId !== undefined) {
|
||||
updates.push(`related_contact_id = $${paramIndex++}`);
|
||||
params.push(relatedContactId);
|
||||
}
|
||||
if (relatedDealId !== undefined) {
|
||||
updates.push(`related_deal_id = $${paramIndex++}`);
|
||||
params.push(relatedDealId);
|
||||
}
|
||||
if (relatedCompanyId !== undefined) {
|
||||
updates.push(`related_company_id = $${paramIndex++}`);
|
||||
params.push(relatedCompanyId);
|
||||
}
|
||||
if (metadata !== undefined) {
|
||||
updates.push(`metadata = $${paramIndex++}`);
|
||||
params.push(metadata ? JSON.stringify(metadata) : null);
|
||||
}
|
||||
|
||||
if (updates.length === 0) {
|
||||
ctx.response.status = Status.BadRequest;
|
||||
ctx.response.body = { success: false, error: "No fields to update" };
|
||||
return;
|
||||
}
|
||||
|
||||
updates.push(`updated_at = $${paramIndex++}`);
|
||||
params.push(new Date());
|
||||
|
||||
params.push(id);
|
||||
|
||||
try {
|
||||
await execute(
|
||||
`UPDATE inbox_items SET ${updates.join(", ")} WHERE id = $${paramIndex}`,
|
||||
params
|
||||
);
|
||||
|
||||
ctx.response.body = { success: true, message: "Inbox item updated" };
|
||||
} catch (error) {
|
||||
console.error("Error updating inbox item:", error);
|
||||
ctx.response.status = Status.InternalServerError;
|
||||
ctx.response.body = { success: false, error: "Failed to update inbox item" };
|
||||
}
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// PUT /api/v1/inbox/:id/status - Quick status update
|
||||
// ============================================
|
||||
|
||||
router.put("/api/v1/inbox/:id/status", authMiddleware, async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
const userId = ctx.state.user.id;
|
||||
const orgId = ctx.state.orgId;
|
||||
const body = await ctx.request.body({ type: "json" }).value;
|
||||
const { status } = body;
|
||||
|
||||
const validStatuses: InboxStatus[] = ["pending", "in_progress", "done", "cancelled"];
|
||||
if (!validStatuses.includes(status)) {
|
||||
ctx.response.status = Status.BadRequest;
|
||||
ctx.response.body = { success: false, error: "Invalid status" };
|
||||
return;
|
||||
}
|
||||
|
||||
try {
|
||||
const rowCount = await execute(
|
||||
`UPDATE inbox_items SET status = $1, updated_at = $2
|
||||
WHERE id = $3 AND user_id = $4 AND org_id = $5`,
|
||||
[status, new Date(), id, userId, orgId]
|
||||
);
|
||||
|
||||
if (rowCount === 0) {
|
||||
ctx.response.status = Status.NotFound;
|
||||
ctx.response.body = { success: false, error: "Inbox item not found" };
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = { success: true, message: "Status updated" };
|
||||
} catch (error) {
|
||||
console.error("Error updating status:", error);
|
||||
ctx.response.status = Status.InternalServerError;
|
||||
ctx.response.body = { success: false, error: "Failed to update status" };
|
||||
}
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// DELETE /api/v1/inbox/:id - Delete inbox item
|
||||
// ============================================
|
||||
|
||||
router.delete("/api/v1/inbox/:id", authMiddleware, async (ctx) => {
|
||||
const { id } = ctx.params;
|
||||
const userId = ctx.state.user.id;
|
||||
const orgId = ctx.state.orgId;
|
||||
|
||||
try {
|
||||
const rowCount = await execute(
|
||||
"DELETE FROM inbox_items WHERE id = $1 AND user_id = $2 AND org_id = $3",
|
||||
[id, userId, orgId]
|
||||
);
|
||||
|
||||
if (rowCount === 0) {
|
||||
ctx.response.status = Status.NotFound;
|
||||
ctx.response.body = { success: false, error: "Inbox item not found" };
|
||||
return;
|
||||
}
|
||||
|
||||
ctx.response.body = { success: true, message: "Inbox item deleted" };
|
||||
} catch (error) {
|
||||
console.error("Error deleting inbox item:", error);
|
||||
ctx.response.status = Status.InternalServerError;
|
||||
ctx.response.body = { success: false, error: "Failed to delete inbox item" };
|
||||
}
|
||||
});
|
||||
|
||||
// ============================================
|
||||
// GET /api/v1/inbox/team - List inbox items for team (manager+)
|
||||
// ============================================
|
||||
|
||||
router.get("/api/v1/inbox/team", authMiddleware, async (ctx) => {
|
||||
const userRole = ctx.state.user.role;
|
||||
const orgId = ctx.state.orgId;
|
||||
|
||||
if (!["owner", "admin", "manager"].includes(userRole)) {
|
||||
ctx.response.status = Status.Forbidden;
|
||||
ctx.response.body = { success: false, error: "Not authorized" };
|
||||
return;
|
||||
}
|
||||
|
||||
const url = new URL(ctx.request.url);
|
||||
const userId = url.searchParams.get("userId");
|
||||
const status = url.searchParams.get("status");
|
||||
const limit = parseInt(url.searchParams.get("limit") || "50");
|
||||
|
||||
let queryStr = `
|
||||
SELECT
|
||||
i.*,
|
||||
u.first_name || ' ' || u.last_name as user_name,
|
||||
u.email as user_email,
|
||||
au.first_name || ' ' || au.last_name as assigned_by_name
|
||||
FROM inbox_items i
|
||||
JOIN users u ON i.user_id = u.id
|
||||
LEFT JOIN users au ON i.assigned_by = au.id
|
||||
WHERE i.org_id = $1
|
||||
`;
|
||||
const params: (string | number)[] = [orgId];
|
||||
let paramIndex = 2;
|
||||
|
||||
if (userId) {
|
||||
queryStr += ` AND i.user_id = $${paramIndex}`;
|
||||
params.push(userId);
|
||||
paramIndex++;
|
||||
}
|
||||
|
||||
if (status) {
|
||||
queryStr += ` AND i.status = $${paramIndex}`;
|
||||
params.push(status);
|
||||
paramIndex++;
|
||||
}
|
||||
|
||||
queryStr += ` ORDER BY i.due_date ASC NULLS LAST, i.created_at DESC LIMIT $${paramIndex}`;
|
||||
params.push(limit);
|
||||
|
||||
try {
|
||||
const result = await query<InboxItem & {
|
||||
user_name: string;
|
||||
user_email: string;
|
||||
assigned_by_name: string;
|
||||
}>(queryStr, params);
|
||||
|
||||
ctx.response.body = {
|
||||
success: true,
|
||||
data: result.map(item => ({
|
||||
id: item.id,
|
||||
userId: item.user_id,
|
||||
userName: item.user_name,
|
||||
userEmail: item.user_email,
|
||||
type: item.type,
|
||||
title: item.title,
|
||||
description: item.description,
|
||||
dueDate: item.due_date,
|
||||
priority: item.priority,
|
||||
status: item.status,
|
||||
assignedBy: item.assigned_by,
|
||||
assignedByName: item.assigned_by_name,
|
||||
createdAt: item.created_at,
|
||||
updatedAt: item.updated_at,
|
||||
})),
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error fetching team inbox:", error);
|
||||
ctx.response.status = Status.InternalServerError;
|
||||
ctx.response.body = { success: false, error: "Failed to fetch team inbox" };
|
||||
}
|
||||
});
|
||||
|
||||
export default router;
|
||||
Reference in New Issue
Block a user