feat(clients): multi-contact support — co-buyers, auto-seed document signers from client contacts

teressa-copeland-homes/src/lib/actions/clients.ts

@@ -3,6 +3,7 @@
 import { z } from "zod";
 import { db } from "@/lib/db";
 import { clients } from "@/lib/db/schema";
+import type { ClientContact } from "@/lib/db/schema";
 import { auth } from "@/lib/auth";
 import { revalidatePath } from "next/cache";
 import { eq } from "drizzle-orm";
@@ -13,14 +14,28 @@ const clientSchema = z.object({
   propertyAddress: z.string().optional(),
 });
 
+/** Parse the hidden `contacts` JSON field from the form — returns null on invalid/empty */
+function parseContacts(raw: FormDataEntryValue | null): ClientContact[] | null {
+  if (!raw || typeof raw !== 'string' || !raw.trim()) return null;
+  try {
+    const parsed = JSON.parse(raw);
+    if (!Array.isArray(parsed)) return null;
+    const valid = parsed.filter((c): c is ClientContact =>
+      typeof c?.name === 'string' && typeof c?.email === 'string' &&
+      c.name.trim() !== '' && /^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(c.email)
+    );
+    return valid.length > 0 ? valid : null;
+  } catch {
+    return null;
+  }
+}
+
 export async function createClient(
   _prevState: { error?: string; success?: boolean } | null,
   formData: FormData
 ): Promise<{ error?: string; success?: boolean }> {
   const session = await auth();
-  if (!session) {
-    return { error: "Unauthorized" };
-  }
+  if (!session) return { error: "Unauthorized" };
 
   const parsed = clientSchema.safeParse({
     name: formData.get("name"),
@@ -28,14 +43,15 @@ export async function createClient(
     propertyAddress: formData.get("propertyAddress"),
   });
 
-  if (!parsed.success) {
-    return { error: parsed.error.issues[0].message };
-  }
+  if (!parsed.success) return { error: parsed.error.issues[0].message };
+
+  const contacts = parseContacts(formData.get("contacts"));
 
   await db.insert(clients).values({
     name: parsed.data.name,
     email: parsed.data.email,
     propertyAddress: parsed.data.propertyAddress || null,
+    contacts,
   });
 
   revalidatePath("/portal/clients");
@@ -48,9 +64,7 @@ export async function updateClient(
   formData: FormData
 ): Promise<{ error?: string; success?: boolean }> {
   const session = await auth();
-  if (!session) {
-    return { error: "Unauthorized" };
-  }
+  if (!session) return { error: "Unauthorized" };
 
   const parsed = clientSchema.safeParse({
     name: formData.get("name"),
@@ -58,13 +72,19 @@ export async function updateClient(
     propertyAddress: formData.get("propertyAddress"),
   });
 
-  if (!parsed.success) {
-    return { error: parsed.error.issues[0].message };
-  }
+  if (!parsed.success) return { error: parsed.error.issues[0].message };
+
+  const contacts = parseContacts(formData.get("contacts"));
 
   await db
     .update(clients)
-    .set({ name: parsed.data.name, email: parsed.data.email, propertyAddress: parsed.data.propertyAddress || null, updatedAt: new Date() })
+    .set({
+      name: parsed.data.name,
+      email: parsed.data.email,
+      propertyAddress: parsed.data.propertyAddress || null,
+      contacts,
+      updatedAt: new Date(),
+    })
     .where(eq(clients.id, id));
 
   revalidatePath("/portal/clients");
@@ -76,12 +96,9 @@ export async function deleteClient(
   id: string
 ): Promise<{ error?: string; success?: boolean }> {
   const session = await auth();
-  if (!session) {
-    return { error: "Unauthorized" };
-  }
+  if (!session) return { error: "Unauthorized" };
 
   await db.delete(clients).where(eq(clients.id, id));
-
   revalidatePath("/portal/clients");
   return { success: true };
 }

teressa-copeland-homes/src/lib/db/schema.ts

@@ -66,10 +66,22 @@ export const documentStatusEnum = pgEnum("document_status", [
   "Signed",
 ]);
 
+/**
+ * A single person on a client record (primary or co-buyer).
+ * Primary contact uses the top-level clients.name / clients.email.
+ * Additional contacts (co-buyers, co-sellers) live in clients.contacts[].
+ */
+export interface ClientContact {
+  name: string;
+  email: string;
+}
+
 export const clients = pgTable("clients", {
   id: text("id").primaryKey().$defaultFn(() => crypto.randomUUID()),
   name: text("name").notNull(),
   email: text("email").notNull(),
+  /** Additional contacts on this client record (co-buyers, partners, etc.) */
+  contacts: jsonb("contacts").$type<ClientContact[]>(),
   propertyAddress: text("property_address"),
   createdAt: timestamp("created_at").defaultNow().notNull(),
   updatedAt: timestamp("updated_at").defaultNow().notNull(),