WebForm-mw/app/api/data/route.ts

/**
 * GET /api/data?cid=<cid>&cs=<cs>
 *
 * Verifies the checksum, resolves the org from the contact via the
 * Primary Contact relationship, derives the org's current Framework Stage
 * from the most recent `Check-in (organizing)` activity whose Stage custom
 * field is non-empty (staff set this manually to mark transitions; the
 * form itself leaves it null), and walks past activities for per-field
 * most-recent prefill.
 *
 * Also fetches the OptionValue rows for any option_group_ids referenced by
 * the form (so radio/select/multiselect fields render with real CRM-defined
 * options) and returns them in `payload.options`.
 *
 * Returns FormDataPayload (see types/form.ts).
 *
 * STUB MODE: if CiviCRM env vars are unset, returns mock data + a small set
 * of mock options so the UI is exercisable without a live CRM.
 */

import { NextRequest, NextResponse } from "next/server";
import { civi, verifyChecksum } from "@/lib/civicrm";
import { loadPrefill } from "@/lib/prefill";
import {
  allFields,
  optionGroupIds,
  ACTIVITY_TYPE_NAME,
  ACTIVITY_STAGE_FIELD,
  FORM_CONTACT_RELATIONSHIP,
} from "@/config/form";
import type { FormDataPayload, SelectOption } from "@/types/form";

/**
 * Fallback when an org has no stage-bearing check-in activity yet.
 * Matches the entry stage in CiviCRM's Stage option group.
 */
const DEFAULT_STAGE = "Inquiry";

const STUB_PAYLOAD: FormDataPayload = {
  orgName: "Sample Co-op (stub)",
  currentStage: "Organizing",
  contact: {
    firstName: "Jordan",
    lastName: "Sample",
    email: "jordan.sample@example.coop",
  },
  prefill: {
    Peer_Group_Participation: "Yes",
    Members__current_: 87,
    Total_members_at_opening: null,
    Projected_Year_1_Sales: 2400000,
    Projected_Year_2_Sales: 2950000,
    Total_cost_of_project: 4200000,
    Vision: "2024-09-15",
    Business_Concept: "2024-12-02",
  },
  options: {
    140: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }, { value: "Considering", label: "Considering" }],
    132: [{ value: "Strong", label: "Strong" }, { value: "Moderate", label: "Moderate" }, { value: "Needs Work", label: "Needs work" }],
    141: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
    142: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
    133: [{ value: "Viable", label: "Viable" }, { value: "Marginal", label: "Marginal" }, { value: "Not viable", label: "Not viable" }],
    134: [{ value: "Member equity", label: "Member-Owner equity" }, { value: "Member loans", label: "Member-Owner loans" }, { value: "Bank debt", label: "Bank debt" }, { value: "Grants", label: "Grants" }],
    139: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
    135: [{ value: "Co-op", label: "Co-op grocery" }, { value: "Conventional", label: "Conventional grocery" }, { value: "Other", label: "Other" }],
    136: [{ value: "Member", label: "Member" }, { value: "Considering", label: "Considering" }, { value: "Not a member", label: "Not a member" }],
    137: [{ value: "Member", label: "Member" }, { value: "Considering", label: "Considering" }, { value: "Not a member", label: "Not a member" }],
    138: [{ value: "UNFI", label: "UNFI" }, { value: "KeHE", label: "KeHE" }, { value: "Other", label: "Other" }, { value: "None", label: "None" }],
    143: [{ value: "Northeast", label: "Northeast" }, { value: "Mid-Atlantic", label: "Mid-Atlantic" }, { value: "Midwest", label: "Midwest" }, { value: "South", label: "South" }, { value: "West", label: "West" }],
    75: [
      { value: "Inquiry", label: "Inquiry" },
      { value: "Organizing", label: "Stage 1 — Convene & Prepare" },
      { value: "Feasibility", label: "Stage 2 — Grow & Plan" },
      { value: "Business feasibility", label: "Stage 3 — Connect & Gather" },
      { value: "Store Implementation", label: "Stage 4 — Excite & Build" },
      { value: "Stabilize newly opened co-op", label: "Stage 5 — Fulfill & Stabilize" },
    ],
  },
};

function isStubMode(): boolean {
  return !(
    process.env.CIVI_BASE_URL &&
    process.env.CIVI_API_KEY &&
    process.env.CIVI_SITE_KEY
  );
}

interface OptionValueRow {
  value: string;
  label: string;
  option_group_id: number;
  is_active: boolean;
}

async function fetchOptionGroups(): Promise<Record<number, SelectOption[]>> {
  if (optionGroupIds.length === 0) return {};
  const res = await civi<OptionValueRow>("OptionValue", "get", {
    select: ["value", "label", "option_group_id", "is_active"],
    where: [
      ["option_group_id", "IN", optionGroupIds],
      ["is_active", "=", true],
    ],
    orderBy: { weight: "ASC" },
    limit: 500,
  });
  const out: Record<number, SelectOption[]> = {};
  for (const row of res.values ?? []) {
    if (!out[row.option_group_id]) out[row.option_group_id] = [];
    out[row.option_group_id].push({ value: row.value, label: row.label });
  }
  return out;
}

export async function GET(req: NextRequest) {
  const url = new URL(req.url);
  const cid = url.searchParams.get("cid");
  const cs = url.searchParams.get("cs");

  if (!cid || !cs) {
    return NextResponse.json(
      { error: "Missing cid or cs parameter." },
      { status: 400 },
    );
  }

  if (isStubMode()) {
    return NextResponse.json(STUB_PAYLOAD);
  }

  // Verify checksum first.
  const ok = await verifyChecksum(cid, cs);
  if (!ok) {
    return NextResponse.json(
      { error: "Link is invalid or has expired. Please request a fresh one." },
      { status: 401 },
    );
  }

  // Resolve the org from the contact's "Primary Contact" relationship.
  // The relationship is Individual (A) → Organization (B); fetch contact_id_b.
  const relRes = await civi<{ contact_id_b: number }>("Relationship", "get", {
    select: ["contact_id_b"],
    where: [
      ["contact_id_a", "=", Number(cid)],
      ["relationship_type_id.name_a_b", "=", FORM_CONTACT_RELATIONSHIP],
      ["is_active", "=", true],
    ],
    limit: 2,
  });
  const orgs = relRes.values ?? [];
  if (orgs.length === 0) {
    return NextResponse.json(
      { error: `No active "${FORM_CONTACT_RELATIONSHIP}" relationship found for your contact.` },
      { status: 404 },
    );
  }
  if (orgs.length > 1) {
    return NextResponse.json(
      { error: `Your contact has multiple active "${FORM_CONTACT_RELATIONSHIP}" relationships; staff must resolve before this link will work.` },
      { status: 409 },
    );
  }
  const orgId = orgs[0].contact_id_b;

  // Org-contact custom fields configured on form fields. Each
  // FieldConfig.civiContactField is `<group_name>.<field_name>` and is
  // selected directly off the Organization Contact record.
  const orgContactFieldRefs = allFields
    .map((f) => f.civiContactField)
    .filter((s): s is string => Boolean(s));
  // For file-typed org-contact fields, also pull the joined .file_name so
  // we can surface a human-readable filename in the readonly indicator.
  const orgContactFileRefs = allFields
    .filter((f) => f.type === "file" || (f.type === "readonly" && f.civiContactField?.toLowerCase().includes("certificate")))
    .map((f) => f.civiContactField)
    .filter((s): s is string => Boolean(s));
  const orgContactSelect = [
    "id",
    "display_name",
    ...orgContactFieldRefs,
    ...orgContactFileRefs.map((ref) => `${ref}.file_name`),
  ];

  // Fire org-name lookup, contact-identity lookup, stage-bearing-activity
  // lookup, prefill walk, and option-group fetch in parallel — they're
  // independent.
  const [orgRes, contactRes, stageActivityRes, { values: prefill }, options] = await Promise.all([
    civi<{ id: number; display_name: string; [key: string]: unknown }>("Contact", "get", {
      select: orgContactSelect,
      where: [["id", "=", orgId]],
    }),
    // Identifying details for the form-filler. APIv4 lets us chain through
    // the primary-email join in the same call.
    civi<{
      id: number;
      first_name: string | null;
      last_name: string | null;
      "email_primary.email": string | null;
    }>("Contact", "get", {
      select: ["id", "first_name", "last_name", "email_primary.email"],
      where: [["id", "=", Number(cid)]],
    }),
    // Most recent Check-in (organizing) activity whose Stage custom field
    // is set. Staff own this field; the form never writes it. Tiebreaker on
    // equal activity_date_time is id DESC.
    civi<{ id: number; [key: string]: unknown }>("Activity", "get", {
      select: ["id", ACTIVITY_STAGE_FIELD],
      where: [
        ["activity_type_id:name", "=", ACTIVITY_TYPE_NAME],
        ["target_contact_id", "=", orgId],
        [ACTIVITY_STAGE_FIELD, "IS NOT EMPTY"],
      ],
      orderBy: { activity_date_time: "DESC", id: "DESC" },
      limit: 1,
    }),
    loadPrefill(orgId, allFields, ACTIVITY_TYPE_NAME),
    fetchOptionGroups(),
  ]);

  const org = orgRes.values?.[0];
  if (!org) {
    return NextResponse.json({ error: "Organization not found." }, { status: 404 });
  }

  const stageRaw = stageActivityRes.values?.[0]?.[ACTIVITY_STAGE_FIELD];
  const currentStage = typeof stageRaw === "string" && stageRaw ? stageRaw : DEFAULT_STAGE;

  const contactRow = contactRes.values?.[0];
  const contact = contactRow
    ? {
        firstName: contactRow.first_name ?? "",
        lastName: contactRow.last_name ?? "",
        email: contactRow["email_primary.email"] ?? "",
      }
    : undefined;

  // Merge org-contact custom-field values into prefill, keyed by form-side
  // field name. Activity-based prefill values take precedence only when an
  // explicit non-empty entry exists — but org-contact fields don't appear
  // in the activity walk, so collisions can't happen in practice.
  for (const f of allFields) {
    if (!f.civiContactField) continue;
    const raw = org[f.civiContactField];
    if (raw === null || raw === undefined || raw === "") continue;
    if (f.type === "file" || f.type === "readonly") {
      // File or readonly fields: surface as {id, file_name} so the renderer
      // can show a filename indicator. Plain readonly text fields fall
      // through to the else branch.
      const fname = org[`${f.civiContactField}.file_name`];
      if (typeof fname === "string" && fname) {
        prefill[f.name] = { id: raw, file_name: fname };
        continue;
      }
    }
    prefill[f.name] = raw;
  }

  const payload: FormDataPayload = {
    orgName: org.display_name,
    currentStage,
    contact,
    prefill,
    options,
  };
  return NextResponse.json(payload);
}