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pn-new-crm/src/components/interests/interest-timeline.tsx

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'use client';
import { useQuery } from '@tanstack/react-query';
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
import { format, formatDistanceToNowStrict } from 'date-fns';
import {
Pencil,
FileText,
Clock,
PlusCircle,
Archive,
RotateCcw,
Trophy,
XCircle,
RefreshCcw,
Bot,
} from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
interface TimelineEvent {
id: string;
type: 'audit' | 'document_event';
action: string;
description: string;
userId: string | null;
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
/** Resolved display name (server-side join). Falls back to userId when null. */
userName?: string | null;
createdAt: string;
metadata: Record<string, unknown>;
}
interface InterestTimelineProps {
interestId: string;
}
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
const LOST_OUTCOMES = new Set([
'lost_other_marina',
'lost_unqualified',
'lost_no_response',
'cancelled',
]);
function eventIcon(event: TimelineEvent) {
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
const type = event.metadata?.type as string | undefined;
if (type === 'outcome_set') {
const outcome = (event.metadata as Record<string, unknown>).outcome as string | undefined;
if (outcome === 'won') return <Trophy className="h-4 w-4 text-emerald-600" />;
if (outcome && LOST_OUTCOMES.has(outcome)) return <XCircle className="h-4 w-4 text-rose-600" />;
return <XCircle className="h-4 w-4 text-rose-600" />;
}
if (type === 'outcome_cleared') return <RefreshCcw className="h-4 w-4 text-blue-500" />;
if (event.type === 'document_event') return <FileText className="h-4 w-4 text-sky-600" />;
if (event.action === 'create') return <PlusCircle className="h-4 w-4 text-green-500" />;
if (event.action === 'archive') return <Archive className="h-4 w-4 text-orange-500" />;
if (event.action === 'restore') return <RotateCcw className="h-4 w-4 text-blue-500" />;
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
if (type === 'stage_change') return <Clock className="h-4 w-4 text-purple-500" />;
return <Pencil className="h-4 w-4 text-muted-foreground" />;
}
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
function actorLabel(event: TimelineEvent): string | null {
if (event.userName) return event.userName;
if (!event.userId) return null;
if (event.userId === 'system') return 'system';
// Last-resort fallback when the user row was deleted: show a short token
// instead of a 36-char UUID. The server-side join is authoritative; this
// path should be rare in practice.
return 'a teammate';
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
}
export function InterestTimeline({ interestId }: InterestTimelineProps) {
const { data, isLoading } = useQuery<{ data: TimelineEvent[] }>({
queryKey: ['interest-timeline', interestId],
queryFn: () => apiFetch(`/api/v1/interests/${interestId}/timeline`),
});
if (isLoading) {
return (
<div className="space-y-3">
{[...Array(5)].map((_, i) => (
<div key={i} className="flex gap-3 animate-pulse">
<div className="h-8 w-8 rounded-full bg-muted shrink-0" />
<div className="flex-1 space-y-2">
<div className="h-3 bg-muted rounded w-3/4" />
<div className="h-2 bg-muted rounded w-1/2" />
</div>
</div>
))}
</div>
);
}
const events = data?.data ?? [];
if (events.length === 0) {
return (
<div className="text-center py-12 text-muted-foreground">
<p>No activity yet.</p>
</div>
);
}
return (
<div className="relative space-y-0">
{/* Vertical line */}
<div className="absolute left-4 top-2 bottom-2 w-px bg-border" />
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
{events.map((event) => {
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
const actor = actorLabel(event);
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
const isAuto = event.userId === 'system';
return (
<div key={event.id} className="relative flex gap-4 pb-6">
{/* Icon */}
<div className="relative z-10 flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-background border">
{eventIcon(event)}
</div>
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
<div className="flex-1 pt-1">
<p className="text-sm">
{event.description}
{isAuto ? (
<span className="ml-2 inline-flex items-center gap-1 rounded-full bg-muted px-1.5 py-0.5 align-middle text-[10px] font-medium uppercase tracking-wide text-muted-foreground">
<Bot className="h-3 w-3" />
Auto
</span>
) : null}
</p>
<p className="mt-0.5 text-xs text-muted-foreground">
<time dateTime={event.createdAt} title={format(new Date(event.createdAt), 'PPpp')}>
{formatDistanceToNowStrict(new Date(event.createdAt), { addSuffix: true })}
</time>
{actor ? <span> · by {actor}</span> : null}
</p>
</div>
</div>
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
);
})}
</div>
);
}