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 unknown as string,
  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: Record<string, unknown>,
  client: Record<string, unknown>,
  yacht: Record<string, unknown> | null,
  berth: Record<string, unknown> | null,
  timeline: Record<string, unknown>[],
  port: Record<string, unknown>,
): Record<string, string> {
  const clientInfo = [
    `Name: ${client?.fullName ?? 'N/A'}`,
    yacht?.name ? `Yacht: ${yacht.name}` : null,
    yacht?.lengthFt
      ? `Length: ${yacht.lengthFt}ft${yacht.lengthM ? ` / ${yacht.lengthM}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 as Date | string | null | undefined)}`,
    `Last contact: ${formatDate(interest.dateLastContact as Date | string | null | undefined)}`,
    `EOI sent: ${formatDate(interest.dateEoiSent as Date | string | null | undefined)}`,
    `EOI signed: ${formatDate(interest.dateEoiSigned as Date | string | null | undefined)}`,
    `Contract sent: ${formatDate(interest.dateContractSent as Date | string | null | undefined)}`,
    `Contract signed: ${formatDate(interest.dateContractSigned as Date | string | null | undefined)}`,
    `Deposit received: ${formatDate(interest.dateDepositReceived as Date | string | null | undefined)}`,
  ].join('\n');

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

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

  return {
    portName: (port?.name as string) ?? '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')}`,
  };
}