task-ep.1.1

src/features/crm/activity/types.ts

@@ -1,60 +1,100 @@
+import { PERMISSIONS } from '@/lib/auth/rbac';
+
 export const CRM_ACTIVITY_ENTITY_TYPES = [
+  'customer',
+  'contact',
   'lead',
   'opportunity',
   'quotation',
-  'customer',
-  'contact',
   'purchase_order',
-  'service_report'
+  'internal'
 ] as const;
 
 export const CRM_ACTIVITY_TYPES = [
-  'site_visit',
+  'follow_up',
   'meeting',
+  'visit',
   'phone_call',
   'email_follow_up',
-  'quotation_follow_up',
   'site_survey',
-  'requirement_discussion',
+  'presentation',
   'internal_task',
+  'reminder_action',
   'other'
 ] as const;
 
 export const CRM_ACTIVITY_STATUSES = [
-  'planned',
+  'draft',
+  'scheduled',
   'in_progress',
   'completed',
   'cancelled',
+  'skipped',
   'overdue'
 ] as const;
 
-export const CRM_ACTIVITY_PRIORITIES = ['low', 'medium', 'high', 'urgent'] as const;
+export const CRM_ACTIVITY_STORED_STATUSES = [
+  'draft',
+  'scheduled',
+  'in_progress',
+  'completed',
+  'cancelled',
+  'skipped'
+] as const;
+
+export const CRM_ACTIVITY_PRIORITIES = ['low', 'normal', 'high', 'critical'] as const;
 
 export type CrmActivityEntityType = (typeof CRM_ACTIVITY_ENTITY_TYPES)[number];
 export type CrmActivityType = (typeof CRM_ACTIVITY_TYPES)[number];
 export type CrmActivityStatus = (typeof CRM_ACTIVITY_STATUSES)[number];
 export type CrmActivityPriority = (typeof CRM_ACTIVITY_PRIORITIES)[number];
+export type CrmActivityStoredStatus = (typeof CRM_ACTIVITY_STORED_STATUSES)[number];
+
+export interface CrmActivityRelatedRecord {
+  entityType: CrmActivityEntityType;
+  entityId: string;
+}
 
 export interface CrmActivityRecord {
   id: string;
   organizationId: string;
-  entityType: CrmActivityEntityType;
-  entityId: string;
+  primaryEntityType: CrmActivityEntityType;
+  primaryEntityId: string | null;
+  primaryRecordLabel: string | null;
+  relatedRecords: CrmActivityRelatedRecord[];
+  customerId: string | null;
+  contactId: string | null;
+  leadId: string | null;
+  opportunityId: string | null;
+  quotationId: string | null;
   activityType: CrmActivityType;
   subject: string;
   description: string | null;
-  ownerId: string | null;
+  ownerId: string;
   assignedToId: string | null;
-  dueDate: string | null;
-  dueTime: string | null;
+  scheduledStartAt: string | null;
+  scheduledEndAt: string | null;
+  dueAt: string | null;
   completedAt: string | null;
-  status: Exclude<CrmActivityStatus, 'overdue'>;
+  cancelledAt: string | null;
+  skippedAt: string | null;
+  status: CrmActivityStoredStatus;
   priority: CrmActivityPriority;
-  outcome: string | null;
+  outcomeSummary: string | null;
+  cancellationReason: string | null;
+  skipReason: string | null;
   nextAction: string | null;
+  branchId: string | null;
+  productType: string | null;
+  isInternalOnly: boolean;
+  isPricingSensitive: boolean;
+  parentActivityId: string | null;
+  metadata: Record<string, unknown> | null;
   createdBy: string;
+  updatedBy: string;
   createdAt: string;
   updatedAt: string;
+  deletedAt: string | null;
 }
 
 export const CRM_ACTIVITY_PERMISSIONS = {
@@ -62,25 +102,52 @@ export const CRM_ACTIVITY_PERMISSIONS = {
   create: PERMISSIONS.crmActivityCreate,
   update: PERMISSIONS.crmActivityUpdate,
   complete: PERMISSIONS.crmActivityComplete,
+  cancel: PERMISSIONS.crmActivityUpdate,
+  reassign: PERMISSIONS.crmActivityUpdate,
   delete: PERMISSIONS.crmActivityDelete,
   auditLogRead: PERMISSIONS.crmAuditLogRead
 } as const;
 
+function parseDate(value?: string | null): number | null {
+  if (!value) {
+    return null;
+  }
+
+  const parsed = Date.parse(value);
+  return Number.isNaN(parsed) ? null : parsed;
+}
+
 export function resolveCrmActivityStatus(input: {
-  status: Exclude<CrmActivityStatus, 'overdue'>;
-  dueDate?: string | null;
+  status: CrmActivityStoredStatus;
+  scheduledStartAt?: string | null;
+  dueAt?: string | null;
   completedAt?: string | null;
+  cancelledAt?: string | null;
+  skippedAt?: string | null;
   now?: Date;
 }): CrmActivityStatus {
-  if (input.completedAt || input.status === 'completed' || input.status === 'cancelled') {
+  if (
+    input.completedAt ||
+    input.cancelledAt ||
+    input.skippedAt ||
+    input.status === 'completed' ||
+    input.status === 'cancelled' ||
+    input.status === 'skipped'
+  ) {
     return input.status;
   }
 
-  if (!input.dueDate) {
+  const compareAt = parseDate(input.dueAt) ?? parseDate(input.scheduledStartAt);
+  if (compareAt === null) {
     return input.status;
   }
 
-  const today = (input.now ?? new Date()).toISOString().slice(0, 10);
-  return input.dueDate < today ? 'overdue' : input.status;
+  return compareAt < (input.now ?? new Date()).getTime() ? 'overdue' : input.status;
+}
+
+export function formatCrmActivityLabel(value: string): string {
+  return value
+    .split('_')
+    .map((part) => part.charAt(0).toUpperCase() + part.slice(1))
+    .join(' ');
 }
-import { PERMISSIONS } from '@/lib/auth/rbac';