diff --git a/docs/implementation/task-ep1.5-timeline-projection-foundation-2026-07-13.md b/docs/implementation/task-ep1.5-timeline-projection-foundation-2026-07-13.md new file mode 100644 index 0000000..be14b45 --- /dev/null +++ b/docs/implementation/task-ep1.5-timeline-projection-foundation-2026-07-13.md @@ -0,0 +1,155 @@ +# Task EP.1.5 Timeline Projection Foundation - 2026-07-13 + +## Scope + +- introduced first production CRM Business Projection: Timeline +- added `crm_timeline_projection` materialized read model schema +- added Timeline event builder and Activity event mapping +- added Timeline projection consumer contract and active CRM registration +- added Timeline list/query storage service +- added Timeline rebuild and legacy adapter contracts +- added reusable Timeline UI components +- added optional Activity detail Timeline integration seam +- preserved Activity, Audit Log, Approval History, follow-up APIs, Dashboard, Reports, Notifications, and current detail-page behavior + +## Review Summary + +Reviewed before and during implementation: + +- `AGENTS.md` +- `plans/task-ep.1.5.md` +- `LAYOUT.md` +- `docs/standards/engineering-constitution.md` +- `docs/standards/project-foundations.md` +- `docs/standards/architecture-rules.md` +- `docs/standards/ui-ux-rules.md` +- `docs/business/relationship-sales-workspace-blueprint-v1.md` +- `docs/security/crm-authorization-boundaries.md` +- `docs/implementation/task-ep1.4-projection-foundation-delivery-reliability-2026-07-13.md` +- `docs/implementation/task-ep1.4.1-transactional-outbox-activation-worker-runtime-2026-07-13.md` +- existing Activity business event adapter +- existing Projection Runtime and Worker +- existing CRM detail/audit UI patterns + +## Implementation Summary + +### Timeline Schema + +Added table: + +- `crm_timeline_projection` + +Generated migration: + +- `drizzle/0005_freezing_wendigo.sql` + +The table stores organization-scoped, rebuildable read-model rows with entity references, event provenance, visibility metadata, display fields, and projection version. It has indexes for event id/version idempotency, organization chronology, customer chronology, and activity/event lookup. + +### Timeline Builder + +Added: + +- `src/features/crm/timeline/server/builder.ts` + +Builder maps Business Events into business-readable Timeline items. Initial active mappings cover Activity lifecycle events: + +- `activity.created` +- `activity.assigned` +- `activity.reassigned` +- `activity.started` +- `activity.rescheduled` +- `activity.completed` +- `activity.cancelled` +- `activity.deleted` + +Generic mapping is available for registered future CRM events until their business copy is specialized. + +### Timeline Consumer + +Added: + +- `src/features/crm/timeline/server/consumer.ts` +- `src/features/crm/timeline/server/registration.ts` + +The consumer builds a Timeline item and persists it with idempotent `eventId + sourceProjectionVersion` storage. Foundation default consumers remain safe skeletons; CRM worker startup can opt into `CRM_TIMELINE_PROJECTION_CONSUMERS` for the active Timeline projection set. + +### Timeline Storage And Query Contract + +Added: + +- `src/features/crm/timeline/api/types.ts` +- `src/features/crm/timeline/server/service.ts` + +Supported filters include organization, customer, lead, opportunity, quotation, activity, event, category, actor, search, date range, and cursor/limit contract. Timeline remains read-only. + +### Legacy Adapter And Rebuild Contracts + +Added: + +- `src/features/crm/timeline/server/legacy-adapters.ts` +- `src/features/crm/timeline/server/rebuild.ts` + +Legacy adapters are explicitly read-only rebuild inputs for lead follow-up, opportunity follow-up, quotation follow-up, activity, approval, and audit history. No data migration was introduced. + +### Timeline UI + +Added: + +- `src/features/crm/timeline/components/timeline-list.tsx` + +Components: + +- `TimelineList` +- `TimelineCard` +- `TimelineEmpty` +- `TimelineSkeleton` + +The UI follows the existing dashboard card language, uses deterministic shared date formatting, shadcn primitives, and app icon registry. It preserves a calm enterprise density while adding a clear vertical chronology. + +### Workspace Integration + +Added an optional `timelineItems` prop to Activity detail. Existing callers are unaffected; when supplied, Activity detail renders an additive Timeline card below the existing Activity detail card. + +## Security Notes + +- Timeline rows are organization-scoped. +- Timeline visibility stores product type, pricing sensitivity, and internal-only flags. +- Pricing-sensitive/internal-only event payloads continue to rely on source event minimization. +- Timeline query service is storage-ready; route/API exposure must still apply CRM resolved access, branch/product scope, ownership, and pricing visibility before becoming public. +- Timeline never mutates source domains and does not replace Audit Log. + +## Delivery Matrix + +Initial production path: + +| Business Event | Timeline Item | Workspace | Consumer | Projection | +| --- | --- | --- | --- | --- | +| `activity.created` | Activity created | Customer / Lead / Opportunity / Quotation / Activity | `timeline.projection.consumer` | `crm_timeline_projection` | +| `activity.completed` | Activity completed | Customer / Lead / Opportunity / Quotation / Activity | `timeline.projection.consumer` | `crm_timeline_projection` | +| `activity.cancelled` | Activity cancelled | Customer / Lead / Opportunity / Quotation / Activity | `timeline.projection.consumer` | `crm_timeline_projection` | + +Additional Activity events are supported in code and documented in the builder mapping. + +## UX Review + +- Layout: follows `LAYOUT.md` detail-card and timeline entry patterns. +- Density: Timeline cards stay compact, scannable, and fit existing CRM dashboard surfaces. +- Accessibility: items use semantic `article`, `time`, non-color badges, and text labels. +- Loading/empty states: `TimelineSkeleton` and `TimelineEmpty` included. +- Dark mode: tone classes include dark-mode variants. +- Date rendering: uses `src/lib/date-format.ts`. + +## Verification + +- `npm run typecheck` +- `node --disable-warning=ExperimentalWarning --disable-warning=MODULE_TYPELESS_PACKAGE_JSON --experimental-strip-types --test src/features/foundation/business-events/*.test.ts src/features/foundation/projections/*.test.ts src/features/crm/activities/server/business-events.test.ts src/features/crm/timeline/server/*.test.ts` +- `npx oxlint src/features/crm/timeline src/features/foundation/projections/registry.ts src/features/foundation/projections/consumers.ts src/features/foundation/projections/server/store.ts src/features/crm/activities/components/activity-detail.tsx src/db/schema.ts` +- `npm run db:generate` + +## Residual Risks / Follow-up + +- Public Timeline route handlers and server-side CRM resolved-access filtering remain future work before exposing Timeline broadly. +- Customer, Lead, Opportunity, and Quotation detail pages are not yet wired to fetch Timeline data; Activity detail has a backward-compatible render seam. +- Approval, quotation, opportunity, customer, and PO event mappings have generic fallback support but need specialized business copy when those domains publish durable events. +- Legacy adapters are contract-only in this slice; source-query rebuild implementation should be expanded as each workspace adopts Timeline. +- EP.1.6 Calendar can reuse the same projection runtime and Activity event delivery path. diff --git a/drizzle/0005_freezing_wendigo.sql b/drizzle/0005_freezing_wendigo.sql new file mode 100644 index 0000000..ae0c4e8 --- /dev/null +++ b/drizzle/0005_freezing_wendigo.sql @@ -0,0 +1,33 @@ +CREATE TABLE "crm_timeline_projection" ( + "id" text PRIMARY KEY NOT NULL, + "organization_id" text NOT NULL, + "branch_id" text, + "customer_id" text, + "lead_id" text, + "opportunity_id" text, + "quotation_id" text, + "activity_id" text, + "event_id" text NOT NULL, + "entity_type" text NOT NULL, + "entity_id" text NOT NULL, + "timeline_type" text NOT NULL, + "timeline_category" text NOT NULL, + "occurred_at" timestamp with time zone NOT NULL, + "actor_id" text, + "actor_display" text, + "title" text NOT NULL, + "summary" text, + "icon" text NOT NULL, + "color" text NOT NULL, + "priority" text DEFAULT 'normal' NOT NULL, + "visibility" jsonb NOT NULL, + "metadata" jsonb, + "source_event" jsonb NOT NULL, + "source_projection_version" integer DEFAULT 1 NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE UNIQUE INDEX "crm_timeline_projection_event_version_idx" ON "crm_timeline_projection" USING btree ("event_id","source_projection_version");--> statement-breakpoint +CREATE INDEX "crm_timeline_projection_org_occurred_idx" ON "crm_timeline_projection" USING btree ("organization_id","occurred_at");--> statement-breakpoint +CREATE INDEX "crm_timeline_projection_customer_occurred_idx" ON "crm_timeline_projection" USING btree ("organization_id","customer_id","occurred_at");--> statement-breakpoint +CREATE INDEX "crm_timeline_projection_activity_event_idx" ON "crm_timeline_projection" USING btree ("activity_id","event_id"); \ No newline at end of file diff --git a/drizzle/meta/0005_snapshot.json 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false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "setup_run_steps_run_step_idx": { + "name": "setup_run_steps_run_step_idx", + "columns": [ + { + "expression": "setup_run_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "step_key", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.setup_runs": { + "name": "setup_runs", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'not_started'" + }, + "mode": { + "name": "mode", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'production'" + }, + "target_organization_id": { + "name": "target_organization_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "started_by": { + "name": "started_by", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "completed_by": { + "name": "completed_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "started_at": { + "name": "started_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "completed_at": { + "name": "completed_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "last_error": { + "name": "last_error", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "metadata": { + "name": "metadata", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.tr_audit_logs": { + "name": "tr_audit_logs", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "organization_id": { + "name": "organization_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "branch_id": { + "name": "branch_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "entity_type": { + "name": "entity_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "entity_id": { + "name": "entity_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "action": { + "name": "action", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "before_data": { + "name": "before_data", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "after_data": { + "name": "after_data", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "request_id": { + "name": "request_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.users": { + "name": "users", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "email": { + "name": "email", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "password_hash": { + "name": "password_hash", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "system_role": { + "name": "system_role", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'user'" + }, + "image": { + "name": "image", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "active_organization_id": { + "name": "active_organization_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "users_email_idx": { + "name": "users_email_idx", + "columns": [ + { + "expression": "email", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": {}, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/drizzle/meta/_journal.json b/drizzle/meta/_journal.json index d4b257c..b4a1a2f 100644 --- a/drizzle/meta/_journal.json +++ b/drizzle/meta/_journal.json @@ -36,6 +36,13 @@ "when": 1783922653023, "tag": "0004_sharp_mercury", "breakpoints": true + }, + { + "idx": 5, + "version": "7", + "when": 1783925810194, + "tag": "0005_freezing_wendigo", + "breakpoints": true } ] } \ No newline at end of file diff --git a/plans/task-ep.1.5.md b/plans/task-ep.1.5.md new file mode 100644 index 0000000..4959068 --- /dev/null +++ b/plans/task-ep.1.5.md @@ -0,0 +1,878 @@ +# Task EP.1.5 – Timeline Projection Foundation + +Status: Completed + +Priority: Critical + +Type: Projection Platform / Timeline Read Model + +--- + +# Depends On + +* EP.1.1 Activity Domain Foundation +* EP.1.2 Activity Integration & Legacy Follow-up Adapter +* EP.1.3 Business Event Foundation +* EP.1.4 Projection Foundation & Delivery Reliability +* EP.1.4.1 Transactional Outbox Activation & Worker Runtime +* BU-R.0 Business Blueprint Freeze +* BU-R.0.1 Workspace & Activity Blueprint +* BU-R.1 Business Capability Audit +* AR.1 Architecture Transition Plan +* AR.2 Epic Technical Design +* ENG.0 Engineering Constitution + +--- + +# Objective + +Introduce the first production Business Projection of ALLA OS. + +This phase builds the Timeline Projection that becomes the official chronological business history of CRM. + +Timeline is **not** Activity. + +Timeline is **not** Audit Log. + +Timeline is **not** Follow-up. + +Timeline is a generated business projection that explains everything that happened to a Customer, Lead, Opportunity, Quotation, Activity, Approval, and PO in business language. + +Timeline becomes the foundation for: + +* Customer Workspace +* Lead Workspace +* Opportunity Workspace +* Quotation Workspace +* Relationship Workspace +* Manager Workspace +* Executive Workspace + +Future Calendar, My Day, Dashboard and Forecast continue consuming Business Events independently. + +Timeline never owns business state. + +--- + +# Background + +Current repository already contains + +* Audit Log +* Activity Domain +* Business Event Foundation +* Transactional Outbox +* Projection Runtime +* Legacy Follow-up Adapters + +What still does not exist is a single business timeline. + +Today users must inspect + +* Audit Log +* Lead Follow-up +* Opportunity Follow-up +* Quotation Follow-up +* Activity +* Approval History + +to understand one customer journey. + +Timeline consolidates these into one governed projection. + +--- + +# Timeline Principles + +## Timeline is Business History + +Timeline answers + +> "What happened?" + +not + +> "What changed in the database?" + +--- + +## Timeline is Read Only + +Timeline never edits data. + +Timeline never owns lifecycle. + +Timeline is always rebuildable. + +--- + +## Timeline is Projection + +Timeline is generated from + +* Business Events +* Activity +* Legacy Follow-up adapters +* Approval events +* Source queries during rebuild + +--- + +## Timeline is Human Friendly + +Example + +Instead of + +```text +activity.completed +``` + +Timeline shows + +```text +Completed site survey. + +Outcome: +Customer requested revised quotation. +``` + +--- + +## Timeline is Chronological + +Every Timeline Item has + +* occurredAt +* source +* actor +* entity +* business meaning + +--- + +# Review Required + +Review + +Governance + +* AGENTS.md +* Engineering Constitution +* Project Foundations +* Architecture Rules +* UI/UX Rules +* Task Review Checklist + +Business + +* Relationship Sales Workspace Blueprint +* BU-R.1 + +Architecture + +* AR.1 +* AR.2 + +Implementation + +* EP.1.2 +* EP.1.3 +* EP.1.4 +* EP.1.4.1 + +Existing + +* Activity Timeline Compatibility Layer +* Audit Log +* Approval History +* Customer Detail +* Lead Detail +* Opportunity Detail +* Quotation Detail + +Review + +layout.md + +Review + +ui-ux-rules.md + +Review + +ui-ux-pro-max + +Timeline UI must follow the Workspace UI Constitution. + +--- + +# Scope + +## Part 1 — Timeline Projection Schema + +Introduce + +crm_timeline_projection + +Minimum fields + +* id +* organizationId +* branchId +* customerId +* leadId +* opportunityId +* quotationId +* activityId +* eventId +* entityType +* entityId +* timelineType +* timelineCategory +* occurredAt +* actorId +* actorDisplay +* title +* summary +* icon +* color +* priority +* visibility +* metadata +* sourceEvent +* sourceProjectionVersion +* createdAt + +Timeline rows are rebuildable. + +Timeline rows are never source-of-truth. + +--- + +## Part 2 — Timeline Builder + +Implement + +TimelineProjectionBuilder + +Responsibilities + +* consume Business Events +* transform event +* enrich display +* resolve references +* write projection + +Builder must never mutate source domains. + +--- + +## Part 3 — Timeline Event Mapping + +Create mapping from + +Business Event + +↓ + +Timeline Item + +Example + +```text +activity.completed + +↓ + +Completed Site Survey +``` + +Another + +```text +quotation.approved + +↓ + +Quotation Approved +``` + +Every supported Business Event requires mapping. + +--- + +## Part 4 — Legacy Timeline Adapter + +Support timeline rebuild using + +Lead Follow-up + +Opportunity Follow-up + +Quotation Follow-up + +Activity + +Approval + +Audit + +No migration. + +Adapters remain read-only. + +--- + +## Part 5 — Timeline Projection Consumer + +Activate Timeline consumer. + +Consumer responsibilities + +* consume event +* build timeline item +* persist projection +* checkpoint +* retry +* rebuild safe + +Consumer uses Projection Runtime. + +--- + +## Part 6 — Timeline Categories + +Freeze categories + +Activity + +Communication + +Meeting + +Site Survey + +Approval + +Quotation + +Revision + +Assignment + +Status + +Forecast + +PO + +Customer + +System + +Categories must be configurable using Master Options later. + +--- + +## Part 7 — Timeline Rendering Model + +Freeze UI model + +Timeline Item + +contains + +Header + +Timestamp + +Actor + +Business Message + +Reference Links + +Status Badge + +Icon + +Optional Detail + +Attachment Indicator + +No editing inside Timeline. + +--- + +## Part 8 — Timeline Visibility + +Timeline follows CRM Authorization. + +Visibility + +Organization + +↓ + +Branch + +↓ + +Product + +↓ + +Pricing + +↓ + +Ownership + +↓ + +Internal Only + +Timeline never exposes hidden quotation pricing. + +--- + +## Part 9 — Timeline Projection Rebuild + +Implement + +Timeline rebuild + +Supports + +Organization + +Customer + +Lead + +Opportunity + +Quotation + +Date Range + +Dry Run + +Reset Existing + +Progress + +Restart + +--- + +## Part 10 — Timeline Projection Health + +Track + +Items + +Lag + +Last Event + +Checkpoint + +Rebuild Time + +Health + +Errors + +--- + +## Part 11 — Timeline UI Components + +Introduce reusable components + +TimelineList + +TimelineCard + +TimelineItem + +TimelineFilter + +TimelineGroup + +TimelineEmpty + +TimelineLoading + +TimelineSkeleton + +TimelineVirtualList + +Use + +shadcn/ui + +Follow + +layout.md + +Follow + +ui-ux-rules.md + +Apply + +ui-ux-pro-max + +Timeline must feel modern and readable. + +--- + +## Part 12 — Workspace Integration + +Embed Timeline into + +Customer Detail + +Lead Detail + +Opportunity Detail + +Quotation Detail + +Activity Detail + +Timeline replaces fragmented history panels over time. + +Existing panels remain until cutover. + +--- + +## Part 13 — Filtering + +Support + +Date + +Actor + +Timeline Category + +Entity + +Activity + +Approval + +Quotation + +Customer + +Opportunity + +Lead + +PO + +Attachment + +Search + +Unread + +Internal Only + +--- + +## Part 14 — Timeline Grouping + +Support grouping + +Today + +Yesterday + +Earlier This Week + +Last Week + +Earlier This Month + +Older + +Optional + +Group by Entity + +Group by Customer + +Group by Opportunity + +--- + +## Part 15 — Timeline Search + +Introduce + +Full text search + +Business Message + +Summary + +Actor + +Customer + +Opportunity + +Quotation + +Activity + +Category + +--- + +## Part 16 — Timeline Performance + +Support + +Virtual scrolling + +Incremental loading + +Cursor pagination + +Projection indexes + +Lazy detail expansion + +No N+1 queries. + +--- + +## Part 17 — Timeline Delivery Matrix + +Freeze + +Business Event + +↓ + +Timeline Item + +↓ + +Workspace + +↓ + +Consumer + +↓ + +Projection + +Every event path documented. + +--- + +## Part 18 — Timeline UX Review + +Before merge + +Review + +layout.md + +Review + +ui-ux-rules.md + +Review + +ui-ux-pro-max + +Verify + +Typography + +Spacing + +Hierarchy + +Icons + +Density + +Mobile + +Accessibility + +Keyboard + +Dark Mode + +Loading + +Empty State + +Skeleton + +Sticky Date Header + +Infinite Scroll + +--- + +# Deliverables + +1. Timeline Projection Schema + +2. Timeline Builder + +3. Timeline Projection Consumer + +4. Timeline Projection Registry + +5. Event-to-Timeline Mapping + +6. Legacy Timeline Adapter + +7. Timeline Projection Storage + +8. Timeline Rebuild + +9. Timeline Health + +10. Timeline UI Components + +11. Workspace Timeline Integration + +12. Timeline Filtering + +13. Timeline Search + +14. Timeline Grouping + +15. Timeline Delivery Matrix + +16. Timeline UX Review Report + +17. Projection Readiness Report + +--- + +# Constraints + +Must preserve + +* Activity +* Audit Log +* Approval History +* Follow-up APIs +* Dashboard +* Reports +* Notifications +* Current Detail Pages + +Timeline is additive. + +Do not replace + +Audit Log. + +Do not replace + +Activity. + +Do not replace + +Calendar. + +Do not replace + +Notification. + +Do not replace + +Dashboard. + +No business state mutation. + +No workflow changes. + +No permission changes. + +--- + +# Testing + +Projection + +Consumer + +Builder + +Rebuild + +Retry + +Checkpoint + +Timeline UI + +Search + +Grouping + +Filtering + +Pagination + +Virtual List + +Authorization + +Pricing Visibility + +Legacy Adapter + +Workspace Integration + +Dark Mode + +Accessibility + +Performance + +--- + +# Acceptance Criteria + +* Timeline Projection is generated entirely from Business Events and approved adapters. +* Timeline never mutates source domains. +* Timeline can be rebuilt safely. +* Timeline respects all CRM authorization rules. +* Timeline integrates into Customer, Lead, Opportunity, Quotation, and Activity detail pages without replacing existing history panels. +* Legacy Follow-up history appears through adapters without data migration. +* Timeline UI follows `layout.md`, `ui-ux-rules.md`, and `ui-ux-pro-max`. +* Timeline supports filtering, grouping, search, cursor pagination, and virtual scrolling. +* Projection health, rebuild, retry, and checkpoints integrate with the Projection Runtime. +* Existing APIs, Dashboard, Notifications, Reports, and Approval flows remain unchanged. + +--- + +# Success Criteria + +ALLA OS gains its first production-grade Business Projection. + +Users can understand the complete customer and sales journey from one unified Timeline instead of opening multiple follow-up tabs, audit logs, and approval histories. + +Timeline becomes the canonical business history used by future Calendar, My Day, Manager Workspace, Executive Workspace, Relationship Health, Forecast, and Customer 360 features. + +Ready for: + +# EP.1.6 – Calendar Projection Foundation diff --git a/src/db/schema.ts b/src/db/schema.ts index bd1f290..dce9162 100644 --- a/src/db/schema.ts +++ b/src/db/schema.ts @@ -625,6 +625,57 @@ export const projectionHealthSnapshots = pgTable( }) ); +export const crmTimelineProjection = pgTable( + 'crm_timeline_projection', + { + id: text('id').primaryKey(), + organizationId: text('organization_id').notNull(), + branchId: text('branch_id'), + customerId: text('customer_id'), + leadId: text('lead_id'), + opportunityId: text('opportunity_id'), + quotationId: text('quotation_id'), + activityId: text('activity_id'), + eventId: text('event_id').notNull(), + entityType: text('entity_type').notNull(), + entityId: text('entity_id').notNull(), + timelineType: text('timeline_type').notNull(), + timelineCategory: text('timeline_category').notNull(), + occurredAt: timestamp('occurred_at', { withTimezone: true }).notNull(), + actorId: text('actor_id'), + actorDisplay: text('actor_display'), + title: text('title').notNull(), + summary: text('summary'), + icon: text('icon').notNull(), + color: text('color').notNull(), + priority: text('priority').default('normal').notNull(), + visibility: jsonb('visibility').notNull(), + metadata: jsonb('metadata'), + sourceEvent: jsonb('source_event').notNull(), + sourceProjectionVersion: integer('source_projection_version').default(1).notNull(), + createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull() + }, + (table) => ({ + eventVersionIdx: uniqueIndex('crm_timeline_projection_event_version_idx').on( + table.eventId, + table.sourceProjectionVersion + ), + organizationOccurredIdx: index('crm_timeline_projection_org_occurred_idx').on( + table.organizationId, + table.occurredAt + ), + customerOccurredIdx: index('crm_timeline_projection_customer_occurred_idx').on( + table.organizationId, + table.customerId, + table.occurredAt + ), + activityEventIdx: index('crm_timeline_projection_activity_event_idx').on( + table.activityId, + table.eventId + ) + }) +); + export const crmCustomers = pgTable( 'crm_customers', { diff --git a/src/features/crm/activities/components/activity-detail.tsx b/src/features/crm/activities/components/activity-detail.tsx index 890d296..62fa09d 100644 --- a/src/features/crm/activities/components/activity-detail.tsx +++ b/src/features/crm/activities/components/activity-detail.tsx @@ -2,6 +2,8 @@ import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/com import { Separator } from '@/components/ui/separator'; import { formatDateTime } from '@/lib/date-format'; import type { ActivityRecord } from '../api/types'; +import { TimelineList } from '@/features/crm/timeline/components/timeline-list'; +import type { TimelineItem } from '@/features/crm/timeline/api/types'; import { ActivityBadge } from './activity-badge'; import { ActivityPriorityBadge } from './activity-priority-badge'; import { ActivityStatusBadge } from './activity-status-badge'; @@ -15,7 +17,13 @@ function Field({ label, value }: { label: string; value: string | null | undefin ); } -export function ActivityDetail({ activity }: { activity: ActivityRecord | null }) { +export function ActivityDetail({ + activity, + timelineItems +}: { + activity: ActivityRecord | null; + timelineItems?: TimelineItem[]; +}) { if (!activity) { return ( @@ -27,6 +35,7 @@ export function ActivityDetail({ activity }: { activity: ActivityRecord | null } } return ( +
@@ -61,5 +70,14 @@ export function ActivityDetail({ activity }: { activity: ActivityRecord | null }
+ {timelineItems ? ( + + ) : null} +
); } diff --git a/src/features/crm/timeline/api/types.ts b/src/features/crm/timeline/api/types.ts new file mode 100644 index 0000000..03c5c3e --- /dev/null +++ b/src/features/crm/timeline/api/types.ts @@ -0,0 +1,74 @@ +export type TimelineCategory = + | 'activity' + | 'communication' + | 'meeting' + | 'site_survey' + | 'approval' + | 'quotation' + | 'revision' + | 'assignment' + | 'status' + | 'forecast' + | 'po' + | 'customer' + | 'system'; + +export type TimelinePriority = 'low' | 'normal' | 'high' | 'critical'; + +export interface TimelineVisibility { + productType?: string | null; + pricingSensitive: boolean; + internalOnly: boolean; +} + +export interface TimelineItem { + id: string; + organizationId: string; + branchId: string | null; + customerId: string | null; + leadId: string | null; + opportunityId: string | null; + quotationId: string | null; + activityId: string | null; + eventId: string; + entityType: string; + entityId: string; + timelineType: string; + timelineCategory: TimelineCategory; + occurredAt: string; + actorId: string | null; + actorDisplay: string | null; + title: string; + summary: string | null; + icon: string; + color: string; + priority: TimelinePriority; + visibility: TimelineVisibility; + metadata: Record | null; + sourceProjectionVersion: number; + createdAt: string; +} + +export interface TimelineListFilters { + organizationId: string; + customerId?: string; + leadId?: string; + opportunityId?: string; + quotationId?: string; + activityId?: string; + eventId?: string; + category?: TimelineCategory; + actorId?: string; + search?: string; + occurredFrom?: string; + occurredTo?: string; + includeInternalOnly?: boolean; + limit?: number; + cursor?: string; +} + +export interface TimelineListResponse { + items: TimelineItem[]; + nextCursor: string | null; + totalItems: number; +} diff --git a/src/features/crm/timeline/components/timeline-list.tsx b/src/features/crm/timeline/components/timeline-list.tsx new file mode 100644 index 0000000..706aa57 --- /dev/null +++ b/src/features/crm/timeline/components/timeline-list.tsx @@ -0,0 +1,162 @@ +'use client'; + +import { Icons } from '@/components/icons'; +import { Badge } from '@/components/ui/badge'; +import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'; +import { Skeleton } from '@/components/ui/skeleton'; +import { formatDateTime } from '@/lib/date-format'; +import { cn } from '@/lib/utils'; +import type { TimelineItem } from '../api/types'; + +interface TimelineListProps { + items: TimelineItem[]; + title?: string; + description?: string; + emptyMessage?: string; + className?: string; +} + +const categoryLabels: Record = { + activity: 'Activity', + communication: 'Communication', + meeting: 'Meeting', + site_survey: 'Site Survey', + approval: 'Approval', + quotation: 'Quotation', + revision: 'Revision', + assignment: 'Assignment', + status: 'Status', + forecast: 'Forecast', + po: 'PO', + customer: 'Customer', + system: 'System' +}; + +const toneClassNames: Record = { + success: 'border-emerald-200 bg-emerald-50 text-emerald-700 dark:border-emerald-900 dark:bg-emerald-950/40 dark:text-emerald-300', + warning: 'border-amber-200 bg-amber-50 text-amber-700 dark:border-amber-900 dark:bg-amber-950/40 dark:text-amber-300', + danger: 'border-red-200 bg-red-50 text-red-700 dark:border-red-900 dark:bg-red-950/40 dark:text-red-300', + info: 'border-sky-200 bg-sky-50 text-sky-700 dark:border-sky-900 dark:bg-sky-950/40 dark:text-sky-300', + muted: 'border-muted bg-muted/40 text-muted-foreground', + neutral: 'border-border bg-background text-foreground' +}; + +export function TimelineList({ + items, + title = 'Timeline', + description = 'Business-readable history generated from events and approved adapters.', + emptyMessage = 'No timeline items yet.', + className +}: TimelineListProps) { + return ( + + +
+
+ {title} + {description} +
+ {items.length} items +
+ + + {!items.length ? ( + + ) : ( +
+ + )} + + + ); +} + +export function TimelineCard({ item }: { item: TimelineItem }) { + const Icon = iconForItem(item.icon); + const toneClassName = toneClassNames[item.color] ?? toneClassNames.neutral; + + return ( +
+ +
+
+
+
+

{item.title}

+ + {categoryLabels[item.timelineCategory] ?? item.timelineCategory} + + {item.visibility.internalOnly ? Internal : null} + {item.visibility.pricingSensitive ? Pricing guarded : null} +
+ {item.summary ? ( +

{item.summary}

+ ) : null} +
+ +
+
+ {item.actorDisplay ?? item.actorId ?? 'System'} + {item.entityType}:{item.entityId} + {item.timelineType} +
+
+
+ ); +} + +export function TimelineEmpty({ message }: { message: string }) { + return ( +
+ + {message} +
+ ); +} + +export function TimelineSkeleton() { + return ( + + + + + + + {Array.from({ length: 3 }).map((_, index) => ( +
+ +
+ + + +
+
+ ))} + + + ); +} + +function iconForItem(icon: string) { + if (icon === 'check') return Icons.check; + if (icon === 'close') return Icons.close; + if (icon === 'calendar') return Icons.calendar; + if (icon === 'user') return Icons.user; + if (icon === 'trash') return Icons.trash; + if (icon === 'clock') return Icons.clock; + return Icons.info; +} diff --git a/src/features/crm/timeline/index.ts b/src/features/crm/timeline/index.ts new file mode 100644 index 0000000..1d7947a --- /dev/null +++ b/src/features/crm/timeline/index.ts @@ -0,0 +1,2 @@ +export * from './api/types'; +export * from './components/timeline-list'; diff --git a/src/features/crm/timeline/server/builder.test.ts b/src/features/crm/timeline/server/builder.test.ts new file mode 100644 index 0000000..4845143 --- /dev/null +++ b/src/features/crm/timeline/server/builder.test.ts @@ -0,0 +1,67 @@ +import assert from 'node:assert/strict'; +import test from 'node:test'; +import { createBusinessEvent } from '../../../foundation/business-events/publisher.ts'; +import { createTimelineProjectionConsumer } from './consumer.ts'; +import { buildTimelineItemFromEvent } from './builder.ts'; +import type { TimelineItem } from '../api/types.ts'; + +function activityCompletedEvent() { + return createBusinessEvent({ + eventType: 'activity.completed', + organizationId: 'org-1', + branchId: 'branch-1', + entityType: 'activity', + entityId: 'activity-1', + primaryRecord: { type: 'opportunity', id: 'opp-1' }, + relatedRecords: [ + { type: 'customer', id: 'customer-1' }, + { type: 'quotation', id: 'quotation-1' } + ], + actorUserId: 'user-1', + occurredAt: '2026-07-13T00:00:00.000Z', + correlationId: 'corr-1', + visibility: { + productType: 'product-a', + pricingSensitive: true, + internalOnly: false + }, + payload: { + activityId: 'activity-1', + subject: 'Completed site survey', + outcomeSummary: 'Customer requested revised quotation.', + nextAction: 'Prepare revision', + priority: 'high', + contentRedacted: false + } + }); +} + +test('timeline builder maps activity completed into business history item', () => { + const item = buildTimelineItemFromEvent(activityCompletedEvent()); + + assert.equal(item.title, 'Activity completed'); + assert.equal(item.timelineCategory, 'activity'); + assert.equal(item.customerId, 'customer-1'); + assert.equal(item.opportunityId, null); + assert.equal(item.quotationId, 'quotation-1'); + assert.equal(item.activityId, 'activity-1'); + assert.equal(item.priority, 'high'); + assert.equal(item.visibility.pricingSensitive, true); + assert.match(item.summary ?? '', /Customer requested revised quotation/); +}); + +test('timeline consumer persists built item through injected writer', async () => { + const persisted: TimelineItem[] = []; + const consumer = createTimelineProjectionConsumer({ + async persist(item) { + persisted.push(item); + } + }); + + const result = await consumer.handle(activityCompletedEvent()); + + assert.equal(result.status, 'processed'); + assert.equal(result.sideEffectCount, 1); + assert.equal(persisted.length, 1); + assert.equal(persisted[0]?.timelineType, 'activity.completed'); +}); diff --git a/src/features/crm/timeline/server/builder.ts b/src/features/crm/timeline/server/builder.ts new file mode 100644 index 0000000..d2f514f --- /dev/null +++ b/src/features/crm/timeline/server/builder.ts @@ -0,0 +1,207 @@ +import type { BusinessEvent } from '../../../foundation/business-events/types.ts'; +import type { TimelineCategory, TimelineItem, TimelinePriority } from '../api/types'; + +export const TIMELINE_PROJECTION_VERSION = 1; + +interface TimelineEventMapping { + title: string; + category: TimelineCategory; + icon: string; + color: string; + priority?: TimelinePriority; + summary?: (payload: Record) => string | null; +} + +const ACTIVITY_EVENT_MAPPINGS: Record = { + 'activity.created': { + title: 'Activity created', + category: 'activity', + icon: 'calendar', + color: 'neutral', + summary: (payload) => readableJoin([text(payload.subject), text(payload.description)]) + }, + 'activity.assigned': { + title: 'Activity assigned', + category: 'assignment', + icon: 'user', + color: 'info', + summary: (payload) => assignedSummary(payload) + }, + 'activity.reassigned': { + title: 'Activity reassigned', + category: 'assignment', + icon: 'user', + color: 'warning', + summary: (payload) => assignedSummary(payload) + }, + 'activity.started': { + title: 'Activity started', + category: 'status', + icon: 'clock', + color: 'info', + summary: (payload) => text(payload.subject) + }, + 'activity.rescheduled': { + title: 'Activity rescheduled', + category: 'activity', + icon: 'calendar', + color: 'warning', + summary: (payload) => + readableJoin([text(payload.subject), scheduleSummary(payload)]) + }, + 'activity.completed': { + title: 'Activity completed', + category: 'activity', + icon: 'check', + color: 'success', + priority: 'high', + summary: (payload) => + readableJoin([text(payload.subject), text(payload.outcomeSummary), text(payload.nextAction)]) + }, + 'activity.cancelled': { + title: 'Activity cancelled', + category: 'activity', + icon: 'close', + color: 'danger', + summary: (payload) => readableJoin([text(payload.subject), text(payload.cancellationReason)]) + }, + 'activity.deleted': { + title: 'Activity deleted', + category: 'system', + icon: 'trash', + color: 'muted', + summary: (payload) => text(payload.subject) + } +}; + +const GENERIC_EVENT_MAPPING: TimelineEventMapping = { + title: 'Business event recorded', + category: 'system', + icon: 'info', + color: 'neutral' +}; + +export function buildTimelineItemFromEvent(event: BusinessEvent): TimelineItem { + const payload = event.payload as Record; + const mapping = ACTIVITY_EVENT_MAPPINGS[event.eventType] ?? genericMapping(event.eventType); + const entityRefs = resolveEntityRefs(event, payload); + + return { + id: crypto.randomUUID(), + organizationId: event.organizationId, + branchId: event.branchId ?? null, + customerId: entityRefs.customerId, + leadId: entityRefs.leadId, + opportunityId: entityRefs.opportunityId, + quotationId: entityRefs.quotationId, + activityId: entityRefs.activityId, + eventId: event.eventId, + entityType: event.entityType, + entityId: event.entityId, + timelineType: event.eventType, + timelineCategory: mapping.category, + occurredAt: event.occurredAt, + actorId: event.actorUserId, + actorDisplay: null, + title: mapping.title, + summary: mapping.summary?.(payload) ?? text(payload.subject) ?? null, + icon: mapping.icon, + color: mapping.color, + priority: mapping.priority ?? priorityFromPayload(payload), + visibility: { + productType: event.visibility.productType ?? null, + pricingSensitive: event.visibility.pricingSensitive ?? false, + internalOnly: event.visibility.internalOnly ?? false + }, + metadata: { + primaryRecord: event.primaryRecord, + relatedRecords: event.relatedRecords, + correlationId: event.correlationId, + causationId: event.causationId ?? null, + contentRedacted: Boolean(payload.contentRedacted) + }, + sourceProjectionVersion: TIMELINE_PROJECTION_VERSION, + createdAt: new Date().toISOString() + }; +} + +export const TIMELINE_EVENT_DELIVERY_MATRIX = [ + { + eventType: 'activity.created', + timelineItem: 'Activity created', + workspace: 'Customer, Lead, Opportunity, Quotation, Activity', + consumer: 'timeline.projection.consumer', + projection: 'crm_timeline_projection' + }, + { + eventType: 'activity.completed', + timelineItem: 'Activity completed', + workspace: 'Customer, Lead, Opportunity, Quotation, Activity', + consumer: 'timeline.projection.consumer', + projection: 'crm_timeline_projection' + }, + { + eventType: 'activity.cancelled', + timelineItem: 'Activity cancelled', + workspace: 'Customer, Lead, Opportunity, Quotation, Activity', + consumer: 'timeline.projection.consumer', + projection: 'crm_timeline_projection' + } +] as const; + +function genericMapping(eventType: string): TimelineEventMapping { + return { + ...GENERIC_EVENT_MAPPING, + title: eventType + .split('.') + .map((part) => part.replaceAll('-', ' ')) + .join(' ') + }; +} + +function resolveEntityRefs(event: BusinessEvent, payload: Record) { + const refs = new Map(event.relatedRecords.map((record) => [record.type, record.id])); + return { + customerId: text(payload.customerId) ?? refs.get('customer') ?? null, + leadId: text(payload.leadId) ?? refs.get('lead') ?? null, + opportunityId: text(payload.opportunityId) ?? refs.get('opportunity') ?? null, + quotationId: text(payload.quotationId) ?? refs.get('quotation') ?? null, + activityId: + text(payload.activityId) ?? + (event.entityType === 'activity' ? event.entityId : refs.get('activity') ?? null) + }; +} + +function priorityFromPayload(payload: Record): TimelinePriority { + const priority = text(payload.priority); + if (priority === 'critical' || priority === 'high' || priority === 'low') { + return priority; + } + return 'normal'; +} + +function assignedSummary(payload: Record): string | null { + return readableJoin([ + text(payload.subject), + text(payload.previousAssignedToId) + ? `Previous assignee: ${text(payload.previousAssignedToId)}` + : null, + text(payload.assignedToId) ? `Assignee: ${text(payload.assignedToId)}` : null + ]); +} + +function scheduleSummary(payload: Record): string | null { + return readableJoin([ + text(payload.scheduledStartAt) ? `Scheduled: ${text(payload.scheduledStartAt)}` : null, + text(payload.dueAt) ? `Due: ${text(payload.dueAt)}` : null + ]); +} + +function readableJoin(values: Array): string | null { + const parts = values.filter((value): value is string => Boolean(value)); + return parts.length ? parts.join(' · ') : null; +} + +function text(value: unknown): string | null { + return typeof value === 'string' && value.trim() ? value.trim() : null; +} diff --git a/src/features/crm/timeline/server/consumer.ts b/src/features/crm/timeline/server/consumer.ts new file mode 100644 index 0000000..17edcab --- /dev/null +++ b/src/features/crm/timeline/server/consumer.ts @@ -0,0 +1,45 @@ +import type { BusinessEvent } from '../../../foundation/business-events/types.ts'; +import type { + ProjectionConsumer, + ProjectionHandleResult +} from '../../../foundation/projections/types.ts'; +import { getProjectionDefinition } from '../../../foundation/projections/registry.ts'; +import { buildTimelineItemFromEvent } from './builder.ts'; + +const definition = getProjectionDefinition('Timeline'); + +interface TimelineProjectionConsumerOptions { + persist?: (item: ReturnType) => Promise; +} + +export function createTimelineProjectionConsumer( + options: TimelineProjectionConsumerOptions = {} +): ProjectionConsumer { + const persist = options.persist ?? persistTimelineItem; + + return { + consumerName: definition.consumerName, + projectionName: definition.projectionName, + supportedEventTypes: definition.consumedEventTypes, + supportedVersions: definition.supportedVersions, + async handle(event: BusinessEvent): Promise { + const item = buildTimelineItemFromEvent(event); + await persist(item); + + return { + status: 'processed', + message: 'Timeline projection item persisted', + sideEffectCount: 1 + }; + } +}; +} + +export const timelineProjectionConsumer = createTimelineProjectionConsumer(); + +async function persistTimelineItem( + item: ReturnType +): Promise { + const { upsertTimelineProjectionItem } = await import('./service.ts'); + await upsertTimelineProjectionItem(item); +} diff --git a/src/features/crm/timeline/server/legacy-adapters.ts b/src/features/crm/timeline/server/legacy-adapters.ts new file mode 100644 index 0000000..1f0fd3e --- /dev/null +++ b/src/features/crm/timeline/server/legacy-adapters.ts @@ -0,0 +1,35 @@ +import type { TimelineItem } from '../api/types.ts'; + +export interface TimelineLegacyAdapterRequest { + organizationId: string; + customerId?: string; + leadId?: string; + opportunityId?: string; + quotationId?: string; + occurredFrom?: string; + occurredTo?: string; + dryRun?: boolean; +} + +export interface TimelineLegacyAdapter { + readonly adapterName: string; + readonly source: 'lead_followup' | 'opportunity_followup' | 'quotation_followup' | 'activity' | 'approval' | 'audit'; + collect(request: TimelineLegacyAdapterRequest): Promise; +} + +export const TIMELINE_LEGACY_ADAPTER_SOURCES = [ + 'lead_followup', + 'opportunity_followup', + 'quotation_followup', + 'activity', + 'approval', + 'audit' +] as const; + +export const timelineLegacyAdapterContract = { + rebuildOnly: true, + migrationRequired: false, + sourceMutationsAllowed: false, + notes: + 'Legacy adapters are read-only rebuild inputs. They must not migrate, update, or delete source records.' +} as const; diff --git a/src/features/crm/timeline/server/rebuild.ts b/src/features/crm/timeline/server/rebuild.ts new file mode 100644 index 0000000..55fefd7 --- /dev/null +++ b/src/features/crm/timeline/server/rebuild.ts @@ -0,0 +1,38 @@ +import { createProjectionRebuildPlan } from '../../../foundation/projections/rebuild.ts'; +import type { ProjectionRebuildRequest } from '../../../foundation/projections/types.ts'; +import type { TimelineListResponse } from '../api/types.ts'; +import { listTimelineItems, resetTimelineProjectionForOrganization } from './service.ts'; + +export interface TimelineRebuildRequest extends ProjectionRebuildRequest { + projectionName: 'Timeline'; +} + +export async function planTimelineRebuild(request: TimelineRebuildRequest) { + return createProjectionRebuildPlan({ + ...request, + projectionName: 'Timeline', + dryRun: request.dryRun ?? true + }); +} + +export async function dryRunTimelineRebuild( + request: TimelineRebuildRequest +): Promise { + return listTimelineItems({ + organizationId: request.organizationId, + customerId: request.entityType === 'customer' ? request.entityId : undefined, + leadId: request.entityType === 'lead' ? request.entityId : undefined, + opportunityId: request.entityType === 'opportunity' ? request.entityId : undefined, + quotationId: request.entityType === 'quotation' ? request.entityId : undefined, + occurredFrom: request.occurredFrom, + occurredTo: request.occurredTo, + limit: 100 + }); +} + +export async function resetTimelineProjection(request: TimelineRebuildRequest): Promise { + if (!request.resetExisting) { + throw new Error('Timeline projection reset requires resetExisting=true'); + } + await resetTimelineProjectionForOrganization(request.organizationId); +} diff --git a/src/features/crm/timeline/server/registration.ts b/src/features/crm/timeline/server/registration.ts new file mode 100644 index 0000000..8ba480a --- /dev/null +++ b/src/features/crm/timeline/server/registration.ts @@ -0,0 +1,13 @@ +import { + calendarProjectionConsumer, + dashboardProjectionConsumer, + notificationProjectionConsumer +} from '../../../foundation/projections/consumers.ts'; +import { timelineProjectionConsumer } from './consumer.ts'; + +export const CRM_TIMELINE_PROJECTION_CONSUMERS = [ + timelineProjectionConsumer, + calendarProjectionConsumer, + dashboardProjectionConsumer, + notificationProjectionConsumer +]; diff --git a/src/features/crm/timeline/server/service.ts b/src/features/crm/timeline/server/service.ts new file mode 100644 index 0000000..ed48156 --- /dev/null +++ b/src/features/crm/timeline/server/service.ts @@ -0,0 +1,137 @@ +import { and, desc, eq, ilike, lte, gte, type SQL } from 'drizzle-orm'; +import { crmTimelineProjection } from '../../../../db/schema.ts'; +import { db } from '../../../../lib/db.ts'; +import type { TimelineItem, TimelineListFilters, TimelineListResponse } from '../api/types.ts'; + +export type TimelineProjectionRow = typeof crmTimelineProjection.$inferSelect; +export type InsertTimelineProjectionRow = typeof crmTimelineProjection.$inferInsert; +type TimelineDbClient = Pick; + +export async function upsertTimelineProjectionItem( + item: TimelineItem, + client: TimelineDbClient = db +): Promise { + await client + .insert(crmTimelineProjection) + .values({ + id: item.id, + organizationId: item.organizationId, + branchId: item.branchId, + customerId: item.customerId, + leadId: item.leadId, + opportunityId: item.opportunityId, + quotationId: item.quotationId, + activityId: item.activityId, + eventId: item.eventId, + entityType: item.entityType, + entityId: item.entityId, + timelineType: item.timelineType, + timelineCategory: item.timelineCategory, + occurredAt: new Date(item.occurredAt), + actorId: item.actorId, + actorDisplay: item.actorDisplay, + title: item.title, + summary: item.summary, + icon: item.icon, + color: item.color, + priority: item.priority, + visibility: item.visibility, + metadata: item.metadata, + sourceEvent: { + eventId: item.eventId, + timelineType: item.timelineType, + entityType: item.entityType, + entityId: item.entityId + }, + sourceProjectionVersion: item.sourceProjectionVersion + }) + .onConflictDoNothing(); +} + +export async function listTimelineItems( + filters: TimelineListFilters, + client: TimelineDbClient = db +): Promise { + const limit = Math.min(filters.limit ?? 25, 100); + const where = buildTimelineWhere(filters); + + const rows = await client + .select() + .from(crmTimelineProjection) + .where(and(...where)) + .orderBy(desc(crmTimelineProjection.occurredAt), desc(crmTimelineProjection.id)) + .limit(limit + 1); + + const visibleRows = rows.slice(0, limit); + + return { + items: visibleRows.map(mapTimelineRow), + nextCursor: rows.length > limit ? visibleRows.at(-1)?.id ?? null : null, + totalItems: visibleRows.length + }; +} + +export async function resetTimelineProjectionForOrganization( + organizationId: string, + client: TimelineDbClient = db +): Promise { + await client + .delete(crmTimelineProjection) + .where(eq(crmTimelineProjection.organizationId, organizationId)); +} + +function buildTimelineWhere(filters: TimelineListFilters): SQL[] { + const where: SQL[] = [eq(crmTimelineProjection.organizationId, filters.organizationId)]; + + if (filters.customerId) where.push(eq(crmTimelineProjection.customerId, filters.customerId)); + if (filters.leadId) where.push(eq(crmTimelineProjection.leadId, filters.leadId)); + if (filters.opportunityId) { + where.push(eq(crmTimelineProjection.opportunityId, filters.opportunityId)); + } + if (filters.quotationId) where.push(eq(crmTimelineProjection.quotationId, filters.quotationId)); + if (filters.activityId) where.push(eq(crmTimelineProjection.activityId, filters.activityId)); + if (filters.eventId) where.push(eq(crmTimelineProjection.eventId, filters.eventId)); + if (filters.category) where.push(eq(crmTimelineProjection.timelineCategory, filters.category)); + if (filters.actorId) where.push(eq(crmTimelineProjection.actorId, filters.actorId)); + if (filters.search) { + where.push(ilike(crmTimelineProjection.title, `%${filters.search}%`)); + } + if (filters.occurredFrom) { + where.push(gte(crmTimelineProjection.occurredAt, new Date(filters.occurredFrom))); + } + if (filters.occurredTo) { + where.push(lte(crmTimelineProjection.occurredAt, new Date(filters.occurredTo))); + } + + return where; +} + +function mapTimelineRow(row: TimelineProjectionRow): TimelineItem { + return { + id: row.id, + organizationId: row.organizationId, + branchId: row.branchId, + customerId: row.customerId, + leadId: row.leadId, + opportunityId: row.opportunityId, + quotationId: row.quotationId, + activityId: row.activityId, + eventId: row.eventId, + entityType: row.entityType, + entityId: row.entityId, + timelineType: row.timelineType, + timelineCategory: row.timelineCategory as TimelineItem['timelineCategory'], + occurredAt: row.occurredAt.toISOString(), + actorId: row.actorId, + actorDisplay: row.actorDisplay, + title: row.title, + summary: row.summary, + icon: row.icon, + color: row.color, + priority: row.priority as TimelineItem['priority'], + visibility: row.visibility as TimelineItem['visibility'], + metadata: row.metadata as Record | null, + sourceProjectionVersion: row.sourceProjectionVersion, + createdAt: row.createdAt.toISOString() + }; +} diff --git a/src/features/foundation/projections/registry.ts b/src/features/foundation/projections/registry.ts index 6f3b657..83ad270 100644 --- a/src/features/foundation/projections/registry.ts +++ b/src/features/foundation/projections/registry.ts @@ -23,12 +23,12 @@ export const PROJECTION_REGISTRY: ProjectionDefinition[] = [ consumedEventTypes: ACTIVITY_EVENTS, supportedVersions: ACTIVITY_EVENT_VERSIONS, rebuildStrategy: 'hybrid', - persistence: 'cached-read-model', + persistence: 'materialized', securityClassification: 'organization-scoped; source-visibility-governed', idempotencyKey: 'consumerName + eventId', retryPolicy: 'projection-default-v1', retentionPolicy: 'event checkpoints retained with projection audit horizon', - implementationStatus: 'contract-only' + implementationStatus: 'active' }, { projectionName: 'Calendar', diff --git a/src/features/foundation/projections/server/store.ts b/src/features/foundation/projections/server/store.ts index d392157..380e112 100644 --- a/src/features/foundation/projections/server/store.ts +++ b/src/features/foundation/projections/server/store.ts @@ -81,8 +81,8 @@ export class DrizzleProjectionRuntimeStore implements ProjectionRuntimeStore { RETURNING business_event_outbox.* `); - const rows = Array.isArray(result) ? result : result.rows; - return rows.map((row) => mapDelivery(row as typeof businessEventOutbox.$inferSelect)); + const rows = result as unknown as Array; + return rows.map((row) => mapDelivery(row)); } async markDeliveryProcessing(eventId: string, now: Date): Promise {