Files
pn-new-crm/src/app/api/v1
Matt Ciaccio dbbd03fd22 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
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