quorlasocial/dashboard/server/clients.js

// Client folders under clients/<slug>/ are the source of truth.
// clients/<slug>/client.json links a folder to its Facebook Page / Instagram account.
import fs from "node:fs";
import path from "node:path";
import { CLIENTS_DIR, TEMPLATE_DIR } from "./config.js";
import * as meta from "../../connector/src/meta.js";

const SKIP = new Set(["_template"]);
const DOC_DIRS = { reports: "reports", calendar: "calendar" };

export const slugify = (s) =>
  String(s).toLowerCase().normalize("NFKD").replace(/[^\w\s-]/g, "").replace(/&/g, "and").trim().replace(/[\s_]+/g, "-").replace(/-+/g, "-");

export function safeSlug(slug) {
  if (!/^[a-z0-9][a-z0-9-]*$/.test(String(slug || "")) || SKIP.has(slug)) throw Object.assign(new Error("Unknown client."), { status: 404 });
  const dir = path.join(CLIENTS_DIR, slug);
  if (!fs.existsSync(dir)) throw Object.assign(new Error("Unknown client."), { status: 404 });
  return dir;
}

function readJson(file, fallback = null) {
  try { return JSON.parse(fs.readFileSync(file, "utf8")); } catch { return fallback; }
}

function titleFromBrand(dir) {
  try {
    const first = fs.readFileSync(path.join(dir, "brand.md"), "utf8").split(/\r?\n/)[0];
    return first.replace(/^#\s*/, "").replace(/\s+—\s+Brand.*$/i, "").trim();
  } catch { return null; }
}

/** How complete the client's setup files are (template placeholders count as empty). */
function setupStatus(dir) {
  const check = (name) => {
    try {
      const text = fs.readFileSync(path.join(dir, name), "utf8");
      const placeholders = (text.match(/…|\(e\.g\.|name, WhatsApp|^\s*-\s*[^:\n]+:\s*$/gm) || []).length;
      return { exists: true, draft: /DRAFT/.test(text), placeholders };
    } catch { return { exists: false, draft: false, placeholders: 0 }; }
  };
  return { brand: check("brand.md"), goals: check("goals.md"), constraints: check("constraints.md") };
}

/** Every document the team or AI produced for this client, newest first. */
export function listDocs(slug) {
  const dir = safeSlug(slug);
  const docs = [];
  const add = (rel, kind) => {
    const full = path.join(dir, rel);
    const stat = fs.statSync(full);
    const pdf = full.replace(/\.md$/, ".pdf");
    docs.push({
      path: rel.replace(/\\/g, "/"),
      kind,
      audience: /-internal\.md$/.test(rel) ? "internal" : /-client\.md$/.test(rel) ? "client" : "team",
      title: path.basename(rel, ".md"),
      updatedAt: stat.mtime.toISOString(),
      pdf: fs.existsSync(pdf) ? { updatedAt: fs.statSync(pdf).mtime.toISOString(), stale: fs.statSync(pdf).mtime < stat.mtime } : null,
    });
  };
  for (const f of fs.readdirSync(dir)) {
    if (/^audit-.*\.md$/.test(f)) add(f, "audit");
    else if (/^profile-check-.*\.md$/.test(f)) add(f, "profile-check");
    else if (/^competitors-.*\.md$/.test(f)) add(f, "competitors");
  }
  for (const [kind, sub] of Object.entries(DOC_DIRS)) {
    const d = path.join(dir, sub);
    if (!fs.existsSync(d)) continue;
    for (const f of fs.readdirSync(d)) if (f.endsWith(".md")) add(path.join(sub, f), kind === "reports" ? (/-monthly\.md$/.test(f) ? "monthly" : "report") : "calendar");
  }
  for (const f of ["brand.md", "goals.md", "constraints.md", "history.md"]) if (fs.existsSync(path.join(dir, f))) add(f, "setup");
  return docs.sort((a, b) => (a.kind === "setup") - (b.kind === "setup") || b.updatedAt.localeCompare(a.updatedAt));
}

export function listClients() {
  return fs
    .readdirSync(CLIENTS_DIR, { withFileTypes: true })
    .filter((d) => d.isDirectory() && !SKIP.has(d.name))
    .map((d) => {
      const dir = path.join(CLIENTS_DIR, d.name);
      const link = readJson(path.join(dir, "client.json"), {});
      const docs = listDocs(d.name);
      const lastAudit = docs.find((x) => x.kind === "audit");
      const lastReport = docs.find((x) => x.kind === "report");
      return {
        slug: d.name,
        name: link.name || titleFromBrand(dir) || d.name,
        pageId: link.pageId || null,
        igId: link.igId || null,
        igUsername: link.igUsername || null,
        category: link.category || null,
        odooProject: link.odooProject || null,
        linked: Boolean(link.pageId || link.igId),
        igOnly: Boolean(!link.pageId && link.igId),
        setup: setupStatus(dir),
        lastAuditAt: lastAudit?.updatedAt || null,
        lastReportAt: lastReport?.updatedAt || null,
        docCount: docs.filter((x) => x.kind !== "setup").length,
      };
    })
    .sort((a, b) => a.name.localeCompare(b.name));
}

export function getClient(slug) {
  safeSlug(slug);
  return listClients().find((c) => c.slug === slug);
}

export function saveLink(slug, patch) {
  const file = path.join(safeSlug(slug), "client.json");
  const next = { ...readJson(file, {}), ...patch };
  fs.writeFileSync(file, JSON.stringify(next, null, 2) + "\n");
  return next;
}

/** Meta accounts the agency can manage that no client folder is linked to yet. */
export async function unlinkedAccounts({ refresh = false } = {}) {
  const accounts = await meta.listAccounts({ refresh });
  const linked = new Set(listClients().flatMap((c) => [c.pageId, c.igId && `ig:${c.igId}`]).filter(Boolean));
  return accounts
    .filter((a) => !linked.has(meta.accountKey(a)) && !(a.instagram?.id && linked.has(`ig:${a.instagram.id}`)))
    .map((a) => ({ ...meta.publicAccount(a), account_id: meta.accountKey(a) }));
}

/** Link an existing client folder to a Meta Page the agency manages (keeps the folder's name and files). */
export async function linkToAccount(slug, accountId) {
  const client = getClient(slug);
  if (!client) throw Object.assign(new Error("Client not found."), { status: 404 });
  const account = await findConnected(accountId);
  const other = clientUsing(account, slug);
  if (other) throw Object.assign(new Error(`That account is already linked to ${other.name}.`), { status: 409 });
  return saveLink(slug, { ...linkFields(account), name: client.name || account.page_name });
}

/** Best-effort auto link for folders created before client.json existed. */
export async function autoLink() {
  const accounts = await meta.listAccounts();
  const results = [];
  for (const c of listClients()) {
    if (c.linked) continue;
    const s = c.slug.replace(/-/g, "");
    const match =
      accounts.find((a) => slugify(a.page_name) === c.slug || a.instagram?.username?.replace(/[_.]/g, "-") === c.slug) ||
      accounts.find((a) => slugify(a.page_name).replace(/-/g, "") === s || a.instagram?.username?.replace(/[_.]/g, "") === s) ||
      accounts.find((a) => slugify(a.page_name).replace(/-/g, "").startsWith(s) || s.startsWith(slugify(a.page_name).replace(/-/g, "")));
    if (match) {
      saveLink(c.slug, linkFields(match));
      results.push({ slug: c.slug, page: match.page_name, ig: match.instagram?.username || null });
    } else results.push({ slug: c.slug, page: null });
  }
  return results;
}

/** A connected account by its id: a Page id, or "ig:<instagram id>" for Instagram-only accounts. */
async function findConnected(accountId) {
  const id = String(accountId || "");
  const account = (await meta.listAccounts({ refresh: true })).find((a) => meta.accountKey(a) === id);
  if (!account) throw Object.assign(new Error("That account isn't connected to the agency's Meta account."), { status: 400 });
  return account;
}

/** Another client already linked to this account (same Page, or same Instagram account). */
const clientUsing = (account, exceptSlug) =>
  listClients().find((c) => c.slug !== exceptSlug && ((account.page_id && c.pageId === account.page_id) || (account.instagram?.id && c.igId === account.instagram.id)));

const linkFields = (a) => ({
  name: a.page_name,
  pageId: a.page_id,
  igId: a.instagram?.id || null,
  igUsername: a.instagram?.username || null,
  category: a.category || null,
  linkedAt: new Date().toISOString(),
});

/** "Add business": create clients/<slug>/ from the template for a connected Meta account. */
export async function addClientFromAccount(accountId, { name } = {}) {
  const account = await findConnected(accountId);
  if (clientUsing(account)) throw Object.assign(new Error("This business already has a client folder."), { status: 409 });
  const displayName = (name || account.page_name).trim();
  const idTail = (account.page_id || account.instagram.id).slice(-4);
  let slug = slugify(displayName) || `client-${idTail}`;
  if (fs.existsSync(path.join(CLIENTS_DIR, slug))) slug = `${slug}-${idTail}`;
  const dir = path.join(CLIENTS_DIR, slug);
  fs.cpSync(TEMPLATE_DIR, dir, { recursive: true });
  for (const sub of Object.values(DOC_DIRS)) fs.mkdirSync(path.join(dir, sub), { recursive: true });
  // Fill the client name and handles into the template files.
  for (const f of fs.readdirSync(dir)) {
    if (!f.endsWith(".md")) continue;
    const file = path.join(dir, f);
    let text = fs.readFileSync(file, "utf8").replace(/^#\s*.*?(—|-)\s*/m, `# ${displayName} — `);
    if (f === "brand.md") {
      const ig = account.instagram?.username ? `Instagram @${account.instagram.username}` : "Instagram …";
      text = text.replace(/^\*\*Handles:\*\*.*$/m, `**Handles:** ${ig} · Facebook: ${account.page_id ? `${account.page_name} (page ${account.page_id})` : "none (Instagram only)"} · YouTube … · LinkedIn …`);
      if (account.category) text = text.replace(/^\*\*Business type:\*\*.*$/m, `**Business type:** ${account.category}`);
    }
    fs.writeFileSync(file, text);
  }
  saveLink(slug, { ...linkFields(account), name: displayName });
  return getClient(slug);
}