pn-new-crm/src/lib/pdf/templates/client-summary-template.ts

import type { Template } from '@pdfme/common';

export const clientSummaryTemplate: Template = {
  basePdf: 'BLANK_PDF' as any,
  schemas: [
    [
      { name: 'portName', type: 'text', position: { x: 20, y: 15 }, width: 100, height: 10, fontSize: 16 },
      { name: 'title', type: 'text', position: { x: 20, y: 30 }, width: 170, height: 8, fontSize: 14 },
      { name: 'clientInfo', type: 'text', position: { x: 20, y: 45 }, width: 80, height: 40, fontSize: 9 },
      { name: 'contacts', type: 'text', position: { x: 110, y: 45 }, width: 80, height: 40, fontSize: 9 },
      { name: 'vesselInfo', type: 'text', position: { x: 20, y: 90 }, width: 170, height: 20, fontSize: 9 },
      { name: 'interests', type: 'text', position: { x: 20, y: 115 }, width: 170, height: 80, fontSize: 8 },
      { name: 'recentActivity', type: 'text', position: { x: 20, y: 200 }, width: 170, height: 60, fontSize: 8 },
      { name: 'generatedAt', type: 'text', position: { x: 20, y: 275 }, width: 170, height: 6, fontSize: 7 },
    ],
  ],
};

export function buildClientSummaryInputs(
  client: any,
  contacts: any[],
  interestList: any[],
  activity: any[],
  port: any,
): Record<string, string> {
  const clientInfo = [
    `Name: ${client.fullName ?? 'N/A'}`,
    client.companyName ? `Company: ${client.companyName}` : null,
    client.nationality ? `Nationality: ${client.nationality}` : null,
    client.source ? `Source: ${client.source}` : null,
    client.isProxy ? `Proxy: Yes${client.proxyType ? ` (${client.proxyType})` : ''}` : null,
    `Added: ${new Date(client.createdAt).toLocaleDateString('en-GB')}`,
  ]
    .filter(Boolean)
    .join('\n');

  const contactsText = contacts.length > 0
    ? contacts
        .map(
          (c) =>
            `${c.channel.charAt(0).toUpperCase() + c.channel.slice(1)}${c.isPrimary ? ' (primary)' : ''}: ${c.value}${c.label ? ` [${c.label}]` : ''}`,
        )
        .join('\n')
    : 'No contacts on file';

  const vesselInfo = [
    client.yachtName ? `Yacht: ${client.yachtName}` : null,
    client.yachtLengthFt
      ? `Length: ${client.yachtLengthFt}ft${client.yachtLengthM ? ` / ${client.yachtLengthM}m` : ''}`
      : null,
    client.yachtWidthFt
      ? `Beam: ${client.yachtWidthFt}ft${client.yachtWidthM ? ` / ${client.yachtWidthM}m` : ''}`
      : null,
    client.yachtDraftFt
      ? `Draft: ${client.yachtDraftFt}ft${client.yachtDraftM ? ` / ${client.yachtDraftM}m` : ''}`
      : null,
    client.berthSizeDesired ? `Desired berth size: ${client.berthSizeDesired}` : null,
  ]
    .filter(Boolean)
    .join('  |  ') || 'No vessel information on file';

  const interestsText =
    interestList.length > 0
      ? interestList
          .map(
            (i) =>
              `• ${i.pipelineStage ?? 'open'}${i.berthMooringNumber ? ` — Berth ${i.berthMooringNumber}` : ''}${i.leadCategory ? ` [${i.leadCategory}]` : ''}  (${new Date(i.createdAt).toLocaleDateString('en-GB')})`,
          )
          .join('\n')
      : 'No pipeline interests on file';

  const activityText =
    activity.length > 0
      ? activity
          .map(
            (a) =>
              `${new Date(a.createdAt).toLocaleDateString('en-GB')}  ${a.action}  ${a.entityType}${a.fieldChanged ? `  (${a.fieldChanged})` : ''}`,
          )
          .join('\n')
      : 'No recent activity';

  return {
    portName: port?.name ?? 'Port Nimara',
    title: `Client Summary — ${client.fullName ?? ''}`,
    clientInfo,
    contacts: contactsText,
    vesselInfo,
    interests: `Pipeline Interests:\n${interestsText}`,
    recentActivity: `Recent Activity:\n${activityText}`,
    generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
  };
}