feat: lead → client conversion + client contact fields (email/phone)

Blocco A+B (milestone v2.3). Migration 0011 is additive (ADD COLUMN only):
clients.email, clients.phone, leads.archived.

- createClientCore() extracted from createClient and reused by conversion
- clients.email/phone added to create + edit forms and shown on client header
  (never exposed on the public /client/[token] page)
- convertLeadToClient(): reuses core, carries over lead transcripts
  (client_transcripts.client_id), links project.created_from_lead_id,
  archives the lead while keeping its "won" status; idempotent
- "Converti in cliente" button on won leads; "Convertito → Apri cliente"
  once converted (clientId resolved via created_from_lead_id)
- archived leads hidden from list/kanban; detail page fetches by id incl. archived

Migration must be applied to the prod DB BEFORE this is deployed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-22 08:18:41 +02:00
parent e1b3e8c3d5
commit f5f90cd643
11 changed files with 273 additions and 44 deletions
+9 -5
View File
@@ -1,18 +1,21 @@
import { notFound } from "next/navigation";
import { getActivityLog, getUpcomingReminders, getTranscripts } from "@/lib/lead-service";
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
import {
getLeadByIdWithTags,
getLeadFieldOptions,
getClientIdFromLead,
} from "@/lib/admin-queries";
import { LeadDetail } from "@/components/admin/leads/LeadDetail";
export default async function LeadDetailPage({ params }: { params: Promise<{ id: string }> }) {
const { id } = await params;
const [leads, options] = await Promise.all([
getLeadsWithTags(),
const [lead, options, convertedClientId] = await Promise.all([
getLeadByIdWithTags(id),
getLeadFieldOptions(),
getClientIdFromLead(id),
]);
const lead = leads.find((l) => l.id === id);
if (!lead) {
notFound();
}
@@ -31,6 +34,7 @@ export default async function LeadDetailPage({ params }: { params: Promise<{ id:
tags={lead.tags}
tagOptions={options.tags}
transcripts={transcripts}
convertedClientId={convertedClientId}
/>
);
}
+52 -1
View File
@@ -2,7 +2,7 @@
import { z } from "zod";
import { db } from "@/db";
import { leads, quotes, tags, clientTranscripts } from "@/db/schema";
import { leads, quotes, tags, clientTranscripts, projects } from "@/db/schema";
import { nanoid } from "nanoid";
import { eq, and } from "drizzle-orm";
import {
@@ -12,10 +12,61 @@ import {
LEAD_STAGES,
} from "@/lib/lead-validators";
import { revalidatePath } from "next/cache";
import { redirect } from "next/navigation";
import { createActivity, updateLeadStage } from "@/lib/lead-service";
import { createClientCore } from "@/app/admin/clients/new/actions";
import { getServerSession } from "next-auth";
import { authOptions } from "@/lib/auth";
async function requireAdminSession() {
const session = await getServerSession(authOptions);
if (!session) throw new Error("Non autorizzato");
}
// Converts a lead into a client (reusing createClientCore): creates the client
// + default project (linked via created_from_lead_id) + payment stubs, carries
// over the lead's call transcripts, then archives the lead while keeping its
// "won" status. Idempotent: a lead already converted just redirects to its
// client. Redirects to the new client page on success.
export async function convertLeadToClient(leadId: string): Promise<void> {
await requireAdminSession();
const [lead] = await db.select().from(leads).where(eq(leads.id, leadId)).limit(1);
if (!lead) throw new Error("Lead non trovato");
// Already converted? Redirect to the linked client instead of duplicating.
const [existing] = await db
.select({ client_id: projects.client_id })
.from(projects)
.where(eq(projects.created_from_lead_id, leadId))
.limit(1);
if (existing) {
redirect(`/admin/clients/${existing.client_id}`);
}
const { clientId } = await createClientCore({
name: lead.name,
brand_name: lead.company?.trim() || lead.name,
brief: lead.notes?.trim() || `Lead convertito: ${lead.name}`,
email: lead.email,
phone: lead.phone,
created_from_lead_id: lead.id,
});
// Carry over the lead's transcripts to the new client.
await db
.update(clientTranscripts)
.set({ client_id: clientId, lead_id: null })
.where(eq(clientTranscripts.lead_id, leadId));
// Archive the lead but keep its "won" status (traceability without clutter).
await db.update(leads).set({ archived: true }).where(eq(leads.id, leadId));
revalidatePath("/admin/leads");
revalidatePath("/admin");
redirect(`/admin/clients/${clientId}`);
}
export async function createLead(data: z.infer<typeof createLeadSchema>) {
const parsed = createLeadSchema.safeParse(data);