- Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
214 lines
7.7 KiB
TypeScript
214 lines
7.7 KiB
TypeScript
import { NextResponse } from 'next/server';
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import { and, eq, desc, inArray } from 'drizzle-orm';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse, NotFoundError } from '@/lib/errors';
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import { db } from '@/lib/db';
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import { interests } from '@/lib/db/schema/interests';
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import { auditLogs } from '@/lib/db/schema/system';
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import { documents, documentEvents } from '@/lib/db/schema/documents';
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import { user } from '@/lib/db/schema/users';
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import { stageLabel } from '@/lib/constants';
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const OUTCOME_LABELS: Record<string, string> = {
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won: 'Won',
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lost_other_marina: 'Lost — went to another marina',
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lost_unqualified: 'Lost — unqualified',
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lost_no_response: 'Lost — no response',
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cancelled: 'Cancelled',
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};
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const DOC_EVENT_LABELS: Record<string, string> = {
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sent: 'sent for signing',
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completed: 'fully signed',
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signed: 'signed by recipient',
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rejected: 'rejected',
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expired: 'expired',
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cancelled: 'cancelled',
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reminder_sent: 'reminder sent',
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};
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interface TimelineEvent {
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id: string;
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type: 'audit' | 'document_event';
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action: string;
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description: string;
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userId: string | null;
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/** Resolved display name for `userId`. `'system'` for auto-events; null when
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* the user has been deleted or the event has no actor. Falls back to
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* email-localpart if the user has no display name. */
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userName: string | null;
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createdAt: Date;
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metadata: Record<string, unknown>;
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}
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// GET /api/v1/interests/[id]/timeline
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export const GET = withAuth(
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withPermission('interests', 'view', async (req, ctx, params) => {
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try {
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const interestId = params.id!;
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const interest = await db.query.interests.findFirst({
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where: and(eq(interests.id, interestId), eq(interests.portId, ctx.portId)),
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});
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if (!interest) throw new NotFoundError('Interest');
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// Fetch audit logs for this interest
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const auditRows = await db
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.select()
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.from(auditLogs)
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.where(and(eq(auditLogs.entityType, 'interest'), eq(auditLogs.entityId, interestId)))
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.orderBy(desc(auditLogs.createdAt))
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.limit(50);
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// Fetch document events for documents linked to this interest
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const interestDocs = await db
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.select({ id: documents.id, title: documents.title })
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.from(documents)
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.where(eq(documents.interestId, interestId));
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const docIds = interestDocs.map((d) => d.id);
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const docEventRows =
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docIds.length > 0
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? await db
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.select({
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id: documentEvents.id,
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documentId: documentEvents.documentId,
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eventType: documentEvents.eventType,
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eventData: documentEvents.eventData,
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createdAt: documentEvents.createdAt,
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})
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.from(documentEvents)
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.where(inArray(documentEvents.documentId, docIds))
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.orderBy(desc(documentEvents.createdAt))
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.limit(50)
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: [];
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const docTitles = Object.fromEntries(interestDocs.map((d) => [d.id, d.title]));
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// Resolve display names for any `userId` that is a real user row (the
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// sentinel value 'system' is used for auto-events and isn't joined).
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const realUserIds = Array.from(
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new Set(auditRows.map((r) => r.userId).filter((u): u is string => !!u && u !== 'system')),
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);
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const userRows =
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realUserIds.length > 0
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? await db
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.select({ id: user.id, name: user.name, email: user.email })
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.from(user)
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.where(inArray(user.id, realUserIds))
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: [];
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const userNameById = new Map<string, string>(
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userRows.map((u) => [u.id, u.name?.trim() || u.email.split('@')[0] || 'User']),
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);
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const resolveUserName = (userId: string | null): string | null => {
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if (!userId) return null;
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if (userId === 'system') return 'system';
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return userNameById.get(userId) ?? null;
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};
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// Union and sort
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const auditEvents: TimelineEvent[] = auditRows.map((row) => ({
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id: row.id,
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type: 'audit',
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action: row.action,
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description: buildAuditDescription(
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row.action,
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row.newValue as Record<string, unknown> | null,
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(row.metadata as Record<string, unknown>) ?? {},
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row.userId,
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),
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userId: row.userId,
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userName: resolveUserName(row.userId),
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createdAt: row.createdAt,
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metadata: (row.metadata as Record<string, unknown>) ?? {},
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}));
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const docEvents: TimelineEvent[] = docEventRows.map((row) => {
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const title = docTitles[row.documentId] ?? row.documentId;
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const action = DOC_EVENT_LABELS[row.eventType] ?? row.eventType;
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return {
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id: row.id,
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type: 'document_event',
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action: row.eventType,
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description: `Document "${title}" ${action}`,
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userId: null,
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userName: null,
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createdAt: row.createdAt,
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metadata: (row.eventData as Record<string, unknown>) ?? {},
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};
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});
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const allEvents = [...auditEvents, ...docEvents];
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// Fallback: when no audit-log entries exist for this interest (typical
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// for seed/imported data inserted directly into the table without going
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// through the service), synthesize a "Created at <stage>" event so the
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// tab isn't empty when the interest is clearly past `open`.
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const hasCreateAudit = allEvents.some((e) => e.action === 'create');
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if (!hasCreateAudit) {
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const stage = stageLabel(interest.pipelineStage);
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const created = interest.createdAt ?? new Date();
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allEvents.push({
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id: `synth-${interest.id}-create`,
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type: 'audit',
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action: 'create',
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description:
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interest.pipelineStage === 'open' ? 'Interest created' : `Interest created at ${stage}`,
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userId: null,
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userName: null,
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createdAt: created,
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metadata: { synthetic: true },
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});
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}
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allEvents.sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime());
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return NextResponse.json({ data: allEvents.slice(0, 50) });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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function buildAuditDescription(
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action: string,
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newValue: Record<string, unknown> | null,
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metadata: Record<string, unknown>,
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userId: string | null,
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): string {
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if (action === 'create') return 'Interest created';
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if (action === 'archive') return 'Interest archived';
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if (action === 'restore') return 'Interest restored';
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const type = metadata.type;
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if (type === 'outcome_set') {
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const outcomeKey = (newValue?.outcome as string | undefined) ?? '';
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const label = OUTCOME_LABELS[outcomeKey] ?? outcomeKey ?? 'Closed';
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const reason = (newValue?.reason as string | undefined) ?? '';
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return reason ? `Marked as ${label} — ${reason}` : `Marked as ${label}`;
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}
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if (type === 'outcome_cleared') {
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const stage = (newValue?.pipelineStage as string | undefined) ?? '';
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return stage ? `Reopened to ${stageLabel(stage)}` : 'Reopened';
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}
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if (type === 'stage_change' && newValue?.pipelineStage) {
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const stage = stageLabel(newValue.pipelineStage as string);
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const reason = (newValue.reason as string | undefined) ?? '';
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const auto = userId === 'system';
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if (auto) {
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return reason ? `${stage} (auto-advanced — ${reason})` : `Stage advanced to ${stage}`;
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}
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return reason ? `Stage changed to ${stage} — ${reason}` : `Stage changed to ${stage}`;
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}
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if (action === 'update' && newValue?.pipelineStage) {
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return `Stage changed to ${stageLabel(newValue.pipelineStage as string)}`;
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}
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if (action === 'update') return 'Interest updated';
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return action;
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}
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