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>
This commit is contained in:
@@ -107,6 +107,17 @@ const KNOWN_SETTINGS: Array<{
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type: 'json',
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defaultValue: [],
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},
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{
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key: 'eoi_signers',
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label: 'EOI Signers',
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description:
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'Internal staff who countersign every EOI. JSON object with `developer` (signs after the client) and `approver` (final approval). Both fields take `{ name, email }`.',
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type: 'json',
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defaultValue: {
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developer: { name: 'David Mizrahi', email: 'dm@portnimara.com' },
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approver: { name: 'Abbie May', email: 'sales@portnimara.com' },
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},
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},
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];
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export function SettingsManager() {
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