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

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

export const interestSummaryTemplate: 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: 30, fontSize: 9 },
      { name: 'berthInfo', type: 'text', position: { x: 110, y: 45 }, width: 80, height: 30, fontSize: 9 },
      { name: 'stageAndCategory', type: 'text', position: { x: 20, y: 80 }, width: 170, height: 15, fontSize: 9 },
      { name: 'milestones', type: 'text', position: { x: 20, y: 100 }, width: 170, height: 40, fontSize: 8 },
      { name: 'notes', type: 'text', position: { x: 20, y: 145 }, width: 170, height: 30, fontSize: 9 },
      { name: 'recentTimeline', type: 'text', position: { x: 20, y: 180 }, width: 170, height: 85, fontSize: 8 },
      { name: 'generatedAt', type: 'text', position: { x: 20, y: 275 }, width: 170, height: 6, fontSize: 7 },
    ],
  ],
};

function formatDate(d: Date | string | null | undefined): string {
  if (!d) return 'N/A';
  return new Date(d).toLocaleDateString('en-GB');
}

export function buildInterestSummaryInputs(
  interest: any,
  client: any,
  berth: any,
  timeline: any[],
  port: any,
): Record<string, string> {
  const clientInfo = [
    `Name: ${client?.fullName ?? 'N/A'}`,
    client?.companyName ? `Company: ${client.companyName}` : null,
    client?.yachtName ? `Yacht: ${client.yachtName}` : null,
    client?.yachtLengthFt
      ? `Length: ${client.yachtLengthFt}ft${client.yachtLengthM ? ` / ${client.yachtLengthM}m` : ''}`
      : null,
  ]
    .filter(Boolean)
    .join('\n');

  const berthInfo = berth
    ? [
        `Mooring: ${berth.mooringNumber}`,
        berth.area ? `Area: ${berth.area}` : null,
        berth.lengthFt ? `Length: ${berth.lengthFt}ft` : null,
        berth.price ? `Price: ${berth.priceCurrency ?? 'USD'} ${Number(berth.price).toLocaleString()}` : null,
        `Status: ${berth.status ?? 'available'}`,
      ]
        .filter(Boolean)
        .join('\n')
    : 'No berth linked';

  const stageAndCategory = [
    `Stage: ${interest.pipelineStage ?? 'open'}`,
    interest.leadCategory ? `Category: ${interest.leadCategory}` : null,
    interest.source ? `Source: ${interest.source}` : null,
    interest.eoiStatus ? `EOI status: ${interest.eoiStatus}` : null,
    interest.contractStatus ? `Contract: ${interest.contractStatus}` : null,
    interest.depositStatus ? `Deposit: ${interest.depositStatus}` : null,
  ]
    .filter(Boolean)
    .join('  |  ');

  const milestones = [
    `First contact: ${formatDate(interest.dateFirstContact)}`,
    `Last contact: ${formatDate(interest.dateLastContact)}`,
    `EOI sent: ${formatDate(interest.dateEoiSent)}`,
    `EOI signed: ${formatDate(interest.dateEoiSigned)}`,
    `Contract sent: ${formatDate(interest.dateContractSent)}`,
    `Contract signed: ${formatDate(interest.dateContractSigned)}`,
    `Deposit received: ${formatDate(interest.dateDepositReceived)}`,
  ].join('\n');

  const notesText = interest.notes
    ? `Notes:\n${interest.notes}`
    : 'No notes';

  const timelineText =
    timeline.length > 0
      ? timeline
          .map(
            (e) =>
              `${formatDate(e.createdAt)}  ${e.action ?? e.eventType ?? 'event'}  ${e.entityType ?? e.type ?? ''}${e.fieldChanged ? `  [${e.fieldChanged}]` : ''}`,
          )
          .join('\n')
      : 'No timeline events';

  return {
    portName: port?.name ?? 'Port Nimara',
    title: `Interest Summary — ${client?.fullName ?? 'Unknown Client'}`,
    clientInfo,
    berthInfo,
    stageAndCategory,
    milestones: `Milestones:\n${milestones}`,
    notes: notesText,
    recentTimeline: `Recent Timeline (last ${timeline.length}):\n${timelineText}`,
    generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
  };
}