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pn-new-crm/src/app/api/v1/interests/[id]/timeline/route.ts

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import { NextResponse } from 'next/server';
import { and, eq, desc, inArray } from 'drizzle-orm';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { errorResponse, NotFoundError } from '@/lib/errors';
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
import { auditLogs } from '@/lib/db/schema/system';
import { documents, documentEvents } from '@/lib/db/schema/documents';
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 { stageLabel } from '@/lib/constants';
const OUTCOME_LABELS: Record<string, string> = {
won: 'Won',
lost_other_marina: 'Lost — went to another marina',
lost_unqualified: 'Lost — unqualified',
lost_no_response: 'Lost — no response',
cancelled: 'Cancelled',
};
const DOC_EVENT_LABELS: Record<string, string> = {
sent: 'sent for signing',
completed: 'fully signed',
signed: 'signed by recipient',
rejected: 'rejected',
expired: 'expired',
cancelled: 'cancelled',
reminder_sent: 'reminder sent',
};
interface TimelineEvent {
id: string;
type: 'audit' | 'document_event';
action: string;
description: string;
userId: string | null;
createdAt: Date;
metadata: Record<string, unknown>;
}
// GET /api/v1/interests/[id]/timeline
export const GET = withAuth(
withPermission('interests', 'view', async (req, ctx, params) => {
try {
const interestId = params.id!;
const interest = await db.query.interests.findFirst({
where: and(eq(interests.id, interestId), eq(interests.portId, ctx.portId)),
});
if (!interest) throw new NotFoundError('Interest');
// Fetch audit logs for this interest
const auditRows = await db
.select()
.from(auditLogs)
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
.where(and(eq(auditLogs.entityType, 'interest'), eq(auditLogs.entityId, interestId)))
.orderBy(desc(auditLogs.createdAt))
.limit(50);
// Fetch document events for documents linked to this interest
const interestDocs = await db
.select({ id: documents.id, title: documents.title })
.from(documents)
.where(eq(documents.interestId, interestId));
const docIds = interestDocs.map((d) => d.id);
const docEventRows =
docIds.length > 0
? await db
.select({
id: documentEvents.id,
documentId: documentEvents.documentId,
eventType: documentEvents.eventType,
eventData: documentEvents.eventData,
createdAt: documentEvents.createdAt,
})
.from(documentEvents)
.where(inArray(documentEvents.documentId, docIds))
.orderBy(desc(documentEvents.createdAt))
.limit(50)
: [];
const docTitles = Object.fromEntries(interestDocs.map((d) => [d.id, d.title]));
// Union and sort
const auditEvents: TimelineEvent[] = auditRows.map((row) => ({
id: row.id,
type: 'audit',
action: row.action,
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
description: buildAuditDescription(
row.action,
row.newValue as Record<string, unknown> | null,
(row.metadata as Record<string, unknown>) ?? {},
row.userId,
),
userId: row.userId,
createdAt: row.createdAt,
metadata: (row.metadata as Record<string, unknown>) ?? {},
}));
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 docEvents: TimelineEvent[] = docEventRows.map((row) => {
const title = docTitles[row.documentId] ?? row.documentId;
const action = DOC_EVENT_LABELS[row.eventType] ?? row.eventType;
return {
id: row.id,
type: 'document_event',
action: row.eventType,
description: `Document "${title}" ${action}`,
userId: null,
createdAt: row.createdAt,
metadata: (row.eventData as Record<string, unknown>) ?? {},
};
});
const allEvents = [...auditEvents, ...docEvents];
allEvents.sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime());
return NextResponse.json({ data: allEvents.slice(0, 50) });
} catch (error) {
return errorResponse(error);
}
}),
);
function buildAuditDescription(
action: string,
newValue: Record<string, unknown> | null,
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
metadata: Record<string, unknown>,
userId: string | null,
): string {
if (action === 'create') return 'Interest created';
if (action === 'archive') return 'Interest archived';
if (action === 'restore') return 'Interest restored';
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 = metadata.type;
if (type === 'outcome_set') {
const outcomeKey = (newValue?.outcome as string | undefined) ?? '';
const label = OUTCOME_LABELS[outcomeKey] ?? outcomeKey ?? 'Closed';
const reason = (newValue?.reason as string | undefined) ?? '';
return reason ? `Marked as ${label}${reason}` : `Marked as ${label}`;
}
if (type === 'outcome_cleared') {
const stage = (newValue?.pipelineStage as string | undefined) ?? '';
return stage ? `Reopened to ${stageLabel(stage)}` : 'Reopened';
}
if (type === 'stage_change' && newValue?.pipelineStage) {
const stage = stageLabel(newValue.pipelineStage as string);
const reason = (newValue.reason as string | undefined) ?? '';
const auto = userId === 'system';
if (auto) {
return reason ? `${stage} (auto-advanced — ${reason})` : `Stage advanced to ${stage}`;
}
return reason ? `Stage changed to ${stage}${reason}` : `Stage changed to ${stage}`;
}
if (action === 'update' && newValue?.pipelineStage) {
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
return `Stage changed to ${stageLabel(newValue.pipelineStage as string)}`;
}
if (action === 'update') return 'Interest updated';
return action;
}