descrybe/apps/api/internal/sales/service.go

package sales

import (
	"context"
	"errors"
	"fmt"
	"net/mail"
	"strings"
	"time"
	"unicode/utf8"

	"github.com/google/uuid"
	"github.com/jackc/pgx/v5"
	"github.com/jackc/pgx/v5/pgxpool"
)

var (
	ErrInvalidInput   = errors.New("invalid input")
	ErrNotFound       = errors.New("not found")
	ErrConflict       = errors.New("conflict")
	ErrQuoteNotReady  = errors.New("quote not ready for checkout")
	ErrCompanyMissing = errors.New("company required")
)

// Service manages sales leads and payment quotes.
type Service struct {
	Pool *pgxpool.Pool
}

type Lead struct {
	ID            uuid.UUID  `json:"id"`
	Name          string     `json:"name"`
	Email         string     `json:"email"`
	CompanyName   *string    `json:"company_name,omitempty"`
	Phone         *string    `json:"phone,omitempty"`
	Message       string     `json:"message"`
	EstimatedSKUs *int       `json:"estimated_skus,omitempty"`
	Source        string     `json:"source"`
	Status        string     `json:"status"`
	CompanyID     *uuid.UUID `json:"company_id,omitempty"`
	UserID        *uuid.UUID `json:"user_id,omitempty"`
	AdminNotes    *string    `json:"admin_notes,omitempty"`
	CreatedAt     time.Time  `json:"created_at"`
	UpdatedAt     time.Time  `json:"updated_at"`
}

type Quote struct {
	ID                      uuid.UUID  `json:"id"`
	LeadID                  uuid.UUID  `json:"lead_id"`
	CompanyID               uuid.UUID  `json:"company_id"`
	PlanID                  *int64     `json:"plan_id,omitempty"`
	PlanName                string     `json:"plan_name"`
	MonthlyCredits          int        `json:"monthly_credits"`
	MaxProducts             *int       `json:"max_products,omitempty"`
	Currency                string     `json:"currency"`
	TotalAmountCents        int        `json:"total_amount_cents"`
	InstallmentCount        int        `json:"installment_count"`
	InstallmentInterval     string     `json:"installment_interval"`
	InstallmentAmountCents  int        `json:"installment_amount_cents"`
	TermMonths              *int       `json:"term_months,omitempty"`
	StripeProductID         *string    `json:"stripe_product_id,omitempty"`
	StripePriceID           *string    `json:"stripe_price_id,omitempty"`
	StripeCheckoutSessionID *string    `json:"stripe_checkout_session_id,omitempty"`
	CheckoutURL             *string    `json:"checkout_url,omitempty"`
	Status                  string     `json:"status"`
	CreatedByUserID         *uuid.UUID `json:"created_by_user_id,omitempty"`
	PaidAt                  *time.Time `json:"paid_at,omitempty"`
	CreatedAt               time.Time  `json:"created_at"`
	UpdatedAt               time.Time  `json:"updated_at"`
}

type CreateLeadInput struct {
	Name          string
	Email         string
	CompanyName   string
	Phone         string
	Message       string
	EstimatedSKUs *int
	Source        string
	CompanyID     *uuid.UUID
	UserID        *uuid.UUID
}

type UpdateLeadInput struct {
	Status       *string
	CompanyID    *uuid.UUID
	ClearCompany bool
	AdminNotes   *string
}

type CreateQuoteInput struct {
	CompanyID           uuid.UUID
	PlanName            string
	MonthlyCredits      int
	MaxProducts         *int
	Currency            string
	TotalAmountCents    int
	InstallmentCount    int
	InstallmentInterval string
	TermMonths          *int
	CreatedByUserID     *uuid.UUID
}

func ClientError(err error) (msg string, ok bool) {
	switch {
	case err == nil:
		return "", false
	case errors.Is(err, ErrInvalidInput),
		errors.Is(err, ErrNotFound),
		errors.Is(err, ErrConflict),
		errors.Is(err, ErrQuoteNotReady),
		errors.Is(err, ErrCompanyMissing):
		return err.Error(), true
	default:
		return "", false
	}
}

func (s *Service) CreateLead(ctx context.Context, in CreateLeadInput) (Lead, error) {
	name := strings.TrimSpace(in.Name)
	email := strings.TrimSpace(strings.ToLower(in.Email))
	message := strings.TrimSpace(in.Message)
	source := strings.TrimSpace(in.Source)
	if source == "" {
		source = "pricing"
	}
	if err := validateLeadFields(name, email, message, source, in.CompanyName, in.Phone, in.EstimatedSKUs); err != nil {
		return Lead{}, err
	}
	var companyName, phone *string
	if v := strings.TrimSpace(in.CompanyName); v != "" {
		companyName = &v
	}
	if v := strings.TrimSpace(in.Phone); v != "" {
		phone = &v
	}
	var lead Lead
	err := s.Pool.QueryRow(ctx, `
		INSERT INTO sales_leads (
			name, email, company_name, phone, message, estimated_skus, source, company_id, user_id
		) VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)
		RETURNING `+leadCols(),
		name, email, companyName, phone, message, in.EstimatedSKUs, source, in.CompanyID, in.UserID,
	).Scan(leadScan(&lead)...)
	if err != nil {
		return Lead{}, err
	}
	return lead, nil
}

func (s *Service) ListLeads(ctx context.Context, status, q string, limit, offset int) ([]Lead, int, error) {
	if limit <= 0 || limit > 100 {
		limit = 50
	}
	if offset < 0 {
		offset = 0
	}
	status = strings.TrimSpace(strings.ToLower(status))
	q = strings.TrimSpace(q)

	where := []string{"1=1"}
	args := []any{}
	argN := 1
	if status != "" && status != "all" {
		where = append(where, fmt.Sprintf("status = $%d", argN))
		args = append(args, status)
		argN++
	}
	if q != "" {
		where = append(where, fmt.Sprintf(`(
			name ILIKE $%d OR email ILIKE $%d OR COALESCE(company_name, '') ILIKE $%d OR message ILIKE $%d
		)`, argN, argN, argN, argN))
		args = append(args, "%"+q+"%")
		argN++
	}
	whereSQL := strings.Join(where, " AND ")

	var total int
	if err := s.Pool.QueryRow(ctx, `SELECT count(*) FROM sales_leads WHERE `+whereSQL, args...).Scan(&total); err != nil {
		return nil, 0, err
	}

	args = append(args, limit, offset)
	rows, err := s.Pool.Query(ctx, `
		SELECT `+leadCols()+`
		FROM sales_leads
		WHERE `+whereSQL+`
		ORDER BY created_at DESC
		LIMIT $`+fmt.Sprint(argN)+` OFFSET $`+fmt.Sprint(argN+1), args...)
	if err != nil {
		return nil, 0, err
	}
	defer rows.Close()

	out := make([]Lead, 0)
	for rows.Next() {
		var lead Lead
		if err := rows.Scan(leadScan(&lead)...); err != nil {
			return nil, 0, err
		}
		out = append(out, lead)
	}
	return out, total, rows.Err()
}

func (s *Service) GetLead(ctx context.Context, id uuid.UUID) (Lead, error) {
	var lead Lead
	err := s.Pool.QueryRow(ctx, `
		SELECT `+leadCols()+` FROM sales_leads WHERE id = $1`, id).Scan(leadScan(&lead)...)
	if errors.Is(err, pgx.ErrNoRows) {
		return Lead{}, ErrNotFound
	}
	return lead, err
}

func (s *Service) UpdateLead(ctx context.Context, id uuid.UUID, in UpdateLeadInput) (Lead, error) {
	lead, err := s.GetLead(ctx, id)
	if err != nil {
		return Lead{}, err
	}
	status := lead.Status
	if in.Status != nil {
		status = strings.TrimSpace(strings.ToLower(*in.Status))
		if !validLeadStatus(status) {
			return Lead{}, fmt.Errorf("%w: status", ErrInvalidInput)
		}
	}
	companyID := lead.CompanyID
	if in.ClearCompany {
		companyID = nil
	} else if in.CompanyID != nil {
		companyID = in.CompanyID
	}
	adminNotes := lead.AdminNotes
	if in.AdminNotes != nil {
		notes := strings.TrimSpace(*in.AdminNotes)
		if utf8.RuneCountInString(notes) > 10000 {
			return Lead{}, fmt.Errorf("%w: admin_notes too long", ErrInvalidInput)
		}
		if notes == "" {
			adminNotes = nil
		} else {
			adminNotes = &notes
		}
	}
	err = s.Pool.QueryRow(ctx, `
		UPDATE sales_leads
		SET status = $2, company_id = $3, admin_notes = $4, updated_at = now()
		WHERE id = $1
		RETURNING `+leadCols(), id, status, companyID, adminNotes).Scan(leadScan(&lead)...)
	return lead, err
}

func (s *Service) ListQuotesForLead(ctx context.Context, leadID uuid.UUID) ([]Quote, error) {
	rows, err := s.Pool.Query(ctx, `
		SELECT `+quoteCols()+`
		FROM sales_quotes
		WHERE lead_id = $1
		ORDER BY created_at DESC`, leadID)
	if err != nil {
		return nil, err
	}
	defer rows.Close()
	out := make([]Quote, 0)
	for rows.Next() {
		var q Quote
		if err := rows.Scan(quoteScan(&q)...); err != nil {
			return nil, err
		}
		out = append(out, q)
	}
	return out, rows.Err()
}

func (s *Service) GetQuote(ctx context.Context, id uuid.UUID) (Quote, error) {
	var q Quote
	err := s.Pool.QueryRow(ctx, `
		SELECT `+quoteCols()+` FROM sales_quotes WHERE id = $1`, id).Scan(quoteScan(&q)...)
	if errors.Is(err, pgx.ErrNoRows) {
		return Quote{}, ErrNotFound
	}
	return q, err
}

func (s *Service) CreateQuote(ctx context.Context, leadID uuid.UUID, in CreateQuoteInput) (Quote, error) {
	lead, err := s.GetLead(ctx, leadID)
	if err != nil {
		return Quote{}, err
	}
	if in.CompanyID == uuid.Nil {
		return Quote{}, ErrCompanyMissing
	}
	planName := strings.TrimSpace(in.PlanName)
	interval := strings.ToLower(strings.TrimSpace(in.InstallmentInterval))
	currency := strings.ToLower(strings.TrimSpace(in.Currency))
	if currency == "" {
		currency = "usd"
	}
	count := in.InstallmentCount
	if count <= 0 {
		count = 1
	}
	if err := validateQuoteFields(planName, currency, in.TotalAmountCents, count, interval, in.MonthlyCredits, in.MaxProducts, in.TermMonths); err != nil {
		return Quote{}, err
	}
	installmentAmount := in.TotalAmountCents / count
	if installmentAmount <= 0 {
		return Quote{}, fmt.Errorf("%w: installment amount", ErrInvalidInput)
	}
	// Prefer exact split: first N-1 equal, last absorbs remainder — store equal floor for Stripe recurring.
	// ASSUMPTION: Stripe charges installment_amount_cents * count; remainder cents may be dropped.
	if installmentAmount*count != in.TotalAmountCents {
		installmentAmount = (in.TotalAmountCents + count - 1) / count
	}

	tx, err := s.Pool.Begin(ctx)
	if err != nil {
		return Quote{}, err
	}
	defer tx.Rollback(ctx)

	var planID int64
	desc := fmt.Sprintf("Custom sales deal for lead %s", lead.Email)
	uniqueName := planName
	var nameTaken bool
	if err := tx.QueryRow(ctx, `SELECT EXISTS(SELECT 1 FROM plans WHERE lower(name) = lower($1))`, planName).Scan(&nameTaken); err != nil {
		return Quote{}, err
	}
	if nameTaken {
		uniqueName = fmt.Sprintf("%s (%s)", planName, uuid.NewString()[:8])
	}
	err = tx.QueryRow(ctx, `
		INSERT INTO plans (name, description, monthly_credits, yearly_credits, max_products, is_custom, term)
		VALUES ($1, $2, $3, NULL, $4, true, 'monthly')
		RETURNING id`,
		uniqueName, desc, in.MonthlyCredits, in.MaxProducts,
	).Scan(&planID)
	if err != nil {
		return Quote{}, fmt.Errorf("create custom plan: %w", err)
	}
	planName = uniqueName

	var q Quote
	err = tx.QueryRow(ctx, `
		INSERT INTO sales_quotes (
			lead_id, company_id, plan_id, plan_name, monthly_credits, max_products,
			currency, total_amount_cents, installment_count, installment_interval,
			installment_amount_cents, term_months, status, created_by_user_id
		) VALUES (
			$1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, 'draft', $13
		)
		RETURNING `+quoteCols(),
		leadID, in.CompanyID, planID, planName, in.MonthlyCredits, in.MaxProducts,
		currency, in.TotalAmountCents, count, interval, installmentAmount, in.TermMonths, in.CreatedByUserID,
	).Scan(quoteScan(&q)...)
	if err != nil {
		return Quote{}, err
	}

	_, err = tx.Exec(ctx, `
		UPDATE sales_leads
		SET status = CASE WHEN status IN ('won', 'closed') THEN status ELSE 'quoted' END,
		    company_id = COALESCE(company_id, $2),
		    updated_at = now()
		WHERE id = $1`, leadID, in.CompanyID)
	if err != nil {
		return Quote{}, err
	}
	if err := tx.Commit(ctx); err != nil {
		return Quote{}, err
	}
	return q, nil
}

func (s *Service) MarkQuoteCheckoutReady(ctx context.Context, quoteID uuid.UUID, productID, priceID, sessionID, checkoutURL string) (Quote, error) {
	var q Quote
	err := s.Pool.QueryRow(ctx, `
		UPDATE sales_quotes
		SET stripe_product_id = NULLIF($2, ''),
		    stripe_price_id = NULLIF($3, ''),
		    stripe_checkout_session_id = NULLIF($4, ''),
		    checkout_url = NULLIF($5, ''),
		    status = 'ready',
		    updated_at = now()
		WHERE id = $1 AND status IN ('draft', 'ready', 'sent')
		RETURNING `+quoteCols(),
		quoteID, productID, priceID, sessionID, checkoutURL,
	).Scan(quoteScan(&q)...)
	if errors.Is(err, pgx.ErrNoRows) {
		return Quote{}, ErrQuoteNotReady
	}
	return q, err
}

func (s *Service) MarkQuoteSent(ctx context.Context, quoteID uuid.UUID) (Quote, error) {
	var q Quote
	err := s.Pool.QueryRow(ctx, `
		UPDATE sales_quotes
		SET status = 'sent', updated_at = now()
		WHERE id = $1 AND status IN ('ready', 'sent')
		RETURNING `+quoteCols(), quoteID).Scan(quoteScan(&q)...)
	if errors.Is(err, pgx.ErrNoRows) {
		return Quote{}, ErrNotFound
	}
	return q, err
}

func (s *Service) MarkQuotePaid(ctx context.Context, quoteID uuid.UUID) error {
	tx, err := s.Pool.Begin(ctx)
	if err != nil {
		return err
	}
	defer tx.Rollback(ctx)

	var leadID uuid.UUID
	err = tx.QueryRow(ctx, `
		UPDATE sales_quotes
		SET status = 'paid', paid_at = COALESCE(paid_at, now()), updated_at = now()
		WHERE id = $1 AND status <> 'canceled'
		RETURNING lead_id`, quoteID).Scan(&leadID)
	if errors.Is(err, pgx.ErrNoRows) {
		return ErrNotFound
	}
	if err != nil {
		return err
	}
	_, err = tx.Exec(ctx, `
		UPDATE sales_leads
		SET status = 'won', updated_at = now()
		WHERE id = $1 AND status <> 'closed'`, leadID)
	if err != nil {
		return err
	}
	return tx.Commit(ctx)
}

func validateLeadFields(name, email, message, source, companyName, phone string, skus *int) error {
	if utf8.RuneCountInString(name) < 1 || utf8.RuneCountInString(name) > 200 {
		return fmt.Errorf("%w: name", ErrInvalidInput)
	}
	if _, err := mail.ParseAddress(email); err != nil || utf8.RuneCountInString(email) > 320 {
		return fmt.Errorf("%w: email", ErrInvalidInput)
	}
	if utf8.RuneCountInString(message) < 1 || utf8.RuneCountInString(message) > 10000 {
		return fmt.Errorf("%w: message", ErrInvalidInput)
	}
	if utf8.RuneCountInString(source) < 1 || utf8.RuneCountInString(source) > 64 {
		return fmt.Errorf("%w: source", ErrInvalidInput)
	}
	if utf8.RuneCountInString(strings.TrimSpace(companyName)) > 200 {
		return fmt.Errorf("%w: company_name", ErrInvalidInput)
	}
	if utf8.RuneCountInString(strings.TrimSpace(phone)) > 40 {
		return fmt.Errorf("%w: phone", ErrInvalidInput)
	}
	if skus != nil && *skus < 0 {
		return fmt.Errorf("%w: estimated_skus", ErrInvalidInput)
	}
	return nil
}

func validateQuoteFields(planName, currency string, total, count int, interval string, credits int, maxProducts, termMonths *int) error {
	if utf8.RuneCountInString(planName) < 1 || utf8.RuneCountInString(planName) > 120 {
		return fmt.Errorf("%w: plan_name", ErrInvalidInput)
	}
	if utf8.RuneCountInString(currency) < 3 || utf8.RuneCountInString(currency) > 10 {
		return fmt.Errorf("%w: currency", ErrInvalidInput)
	}
	if total <= 0 || total > 10_000_000_000 {
		return fmt.Errorf("%w: total_amount_cents", ErrInvalidInput)
	}
	if count < 1 || count > 60 {
		return fmt.Errorf("%w: installment_count", ErrInvalidInput)
	}
	switch interval {
	case "month", "quarter", "year":
	default:
		return fmt.Errorf("%w: installment_interval", ErrInvalidInput)
	}
	if credits < 0 {
		return fmt.Errorf("%w: monthly_credits", ErrInvalidInput)
	}
	if maxProducts != nil && *maxProducts < 0 {
		return fmt.Errorf("%w: max_products", ErrInvalidInput)
	}
	if termMonths != nil && (*termMonths < 1 || *termMonths > 120) {
		return fmt.Errorf("%w: term_months", ErrInvalidInput)
	}
	return nil
}

func validLeadStatus(s string) bool {
	switch s {
	case "new", "contacted", "quoted", "won", "closed":
		return true
	default:
		return false
	}
}

func leadCols() string {
	return `id, name, email, company_name, phone, message, estimated_skus, source, status,
		company_id, user_id, admin_notes, created_at, updated_at`
}

func leadScan(l *Lead) []any {
	return []any{
		&l.ID, &l.Name, &l.Email, &l.CompanyName, &l.Phone, &l.Message, &l.EstimatedSKUs,
		&l.Source, &l.Status, &l.CompanyID, &l.UserID, &l.AdminNotes, &l.CreatedAt, &l.UpdatedAt,
	}
}

func quoteCols() string {
	return `id, lead_id, company_id, plan_id, plan_name, monthly_credits, max_products, currency,
		total_amount_cents, installment_count, installment_interval, installment_amount_cents,
		term_months, stripe_product_id, stripe_price_id, stripe_checkout_session_id, checkout_url,
		status, created_by_user_id, paid_at, created_at, updated_at`
}

func quoteScan(q *Quote) []any {
	return []any{
		&q.ID, &q.LeadID, &q.CompanyID, &q.PlanID, &q.PlanName, &q.MonthlyCredits, &q.MaxProducts,
		&q.Currency, &q.TotalAmountCents, &q.InstallmentCount, &q.InstallmentInterval, &q.InstallmentAmountCents,
		&q.TermMonths, &q.StripeProductID, &q.StripePriceID, &q.StripeCheckoutSessionID, &q.CheckoutURL,
		&q.Status, &q.CreatedByUserID, &q.PaidAt, &q.CreatedAt, &q.UpdatedAt,
	}
}