BusyBee3333 4e6467ffb0 Add CRESync CRM application with Setup page
- Build complete Next.js CRM for commercial real estate
- Add authentication with JWT sessions and role-based access
- Add GoHighLevel API integration for contacts, conversations, opportunities
- Add AI-powered Control Center with tool calling
- Add Setup page with onboarding checklist (/setup)
- Add sidebar navigation with Setup menu item
- Fix type errors in onboarding API, GHL services, and control center tools
- Add Prisma schema with SQLite for local development
- Add UI components with clay morphism design system

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-14 17:30:55 -05:00

97 lines
3.5 KiB
TypeScript

import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { prisma } from '@/lib/db';
import { getSession } from '@/lib/auth';
import { adminTaggingService } from '@/lib/ghl';
const onboardingSchema = z.object({
yearsInBusiness: z.string().optional(),
gciLast12Months: z.string().optional(),
usingOtherCrm: z.boolean().optional(),
currentCrmName: z.string().optional(),
crmPainPoints: z.array(z.string()).optional(),
goalsSelected: z.array(z.string()).optional(),
hasLeadSource: z.boolean().optional(),
leadSourceName: z.string().optional(),
wantsMoreLeads: z.boolean().optional(),
leadTypesDesired: z.array(z.string()).optional(),
leadsPerMonthTarget: z.string().optional(),
channelsSelected: z.array(z.string()).optional(),
systemsToConnect: z.array(z.string()).optional(),
});
export async function GET(request: NextRequest) {
const session = await getSession();
if (!session) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 });
}
const onboarding = await prisma.onboardingData.findUnique({
where: { userId: session.user.id },
});
return NextResponse.json({ onboarding });
}
export async function POST(request: NextRequest) {
const session = await getSession();
if (!session) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 });
}
try {
const body = await request.json();
const validated = onboardingSchema.parse(body);
// Convert arrays to JSON strings for Prisma (schema stores arrays as JSON strings)
const prismaData = {
...validated,
crmPainPoints: validated.crmPainPoints ? JSON.stringify(validated.crmPainPoints) : undefined,
goalsSelected: validated.goalsSelected ? JSON.stringify(validated.goalsSelected) : undefined,
leadTypesDesired: validated.leadTypesDesired ? JSON.stringify(validated.leadTypesDesired) : undefined,
channelsSelected: validated.channelsSelected ? JSON.stringify(validated.channelsSelected) : undefined,
systemsToConnect: validated.systemsToConnect ? JSON.stringify(validated.systemsToConnect) : undefined,
};
// Upsert onboarding data
const onboarding = await prisma.onboardingData.upsert({
where: { userId: session.user.id },
update: prismaData,
create: {
userId: session.user.id,
...prismaData,
},
});
// Update user profile with brokerage if provided
if (body.brokerageName) {
await prisma.user.update({
where: { id: session.user.id },
data: { brokerage: body.brokerageName },
});
}
// Tag user in owner's account for onboarding complete
adminTaggingService.tagOnboardingComplete(session.user.id)
.catch(err => console.error('Failed to tag onboarding complete:', err));
// If high GCI, tag them
const gci = validated.gciLast12Months || '';
if (gci.includes('100') || gci.includes('250')) {
adminTaggingService.tagHighGCI(session.user.id, gci)
.catch(err => console.error('Failed to tag high GCI:', err));
}
// Sync all user data to owner
adminTaggingService.syncUserToOwner(session.user.id)
.catch(err => console.error('Failed to sync user to owner:', err));
return NextResponse.json({ success: true, onboarding });
} catch (error) {
if (error instanceof z.ZodError) {
return NextResponse.json({ error: 'Validation failed' }, { status: 400 });
}
return NextResponse.json({ error: 'Failed to save onboarding' }, { status: 500 });
}
}