feat: schedule entries, add time modal, and proxy routes

- Add CreateScheduleEntryModal with pill-based type selector and split date/time inputs - Rewrite AddTimeModal to self-fetch activities with loading/empty states - Empty state offers 'Create Schedule Entry' shortcut when no open activities - Add SvelteKit proxy routes for /activities and /time endpoints - Split datetime-local inputs into separate date+time fields across modals - Fix CW date format: strip milliseconds from ISO strings (keep Z) - Add ScheduleEntry to workflow history type whitelist - Show open schedule entries panel in WorkflowPanel - Auto-refresh ActivityTab after workflow actions - Reduce activity dot size and fix connector width overflow - Hide creation date row for Schedule Entry activities in timeline
2026-04-19 01:26:29 +00:00
parent 3db045289c
commit 38654601c9
21 changed files with 2230 additions and 362 deletions
@@ -123,6 +123,7 @@ export const OptimaType = {
  Revision: "Revision",
  Finalized: "Finalized",
  Converted: "Converted",
+  ScheduleEntry: "Schedule Entry",
 } as const;

 /** CW custom field ID for the QuoteID field on activities. */
@@ -131,6 +132,9 @@ const QUOTE_ID_FIELD_ID = 48;
 /** CW custom field ID for the Close Date field on activities. */
 const CLOSE_DATE_FIELD_ID = 49;

+/** CW custom field ID for the Parent Activity field on activities. */
+export const PARENT_ACTIVITY_FIELD_ID = 50;
+
 /**
 * Optima_Type values whose activities should remain Open until the
 * next workflow transition closes them automatically.
@@ -139,6 +143,7 @@ const STAYS_OPEN_TYPES = new Set<OptimaTypeValue>([
  OptimaType.OpportunitySetup,
  OptimaType.OpportunityReview,
  OptimaType.Revision,
+  OptimaType.ScheduleEntry,
 ]);

 export type OptimaTypeValue =
@@ -151,7 +156,8 @@ export type OptimaTypeValue =
  | typeof OptimaType.QuoteGenerated
  | typeof OptimaType.Revision
  | typeof OptimaType.Finalized
-  | typeof OptimaType.Converted;
+  | typeof OptimaType.Converted
+  | typeof OptimaType.ScheduleEntry;

 /** Permission nodes required by gated transitions. */
 export const WorkflowPermissions = {
@@ -210,6 +216,7 @@ const ALLOWED_TRANSITIONS: Record<number, Set<number>> = {
    OpportunityStatus.PendingWon,
    OpportunityStatus.PendingLost,
    OpportunityStatus.Active,
+    OpportunityStatus.PendingRevision, // needs revision
    OpportunityStatus.InternalReview, // cold automation only
  ]),

@@ -219,6 +226,7 @@ const ALLOWED_TRANSITIONS: Record<number, Set<number>> = {
    OpportunityStatus.PendingLost,
    OpportunityStatus.Active,
    OpportunityStatus.InternalReview, // cold automation only
+    OpportunityStatus.PendingRevision, // send back for revision
  ]),

  [OpportunityStatus.Active]: new Set([
@@ -317,7 +325,7 @@ export interface SendQuotePayload extends BaseActionPayload {

  /**
   * Quote needs revision.
-   * Creates a revision activity and transitions to Active.
+   * Creates a revision activity and transitions to PendingRevision.
   */
  needsRevision?: boolean;
 }
@@ -342,6 +350,25 @@ export interface ResurrectPayload extends BaseActionPayload {
 /** Begin revision from PendingRevision → Active. */
 export interface BeginRevisionPayload extends BaseActionPayload {}

+/** Send back for revision from ConfirmedQuote → PendingRevision. */
+export interface SendBackForRevisionPayload extends BaseActionPayload {
+  note: string; // required
+}
+
+/** Create a Schedule Entry activity (no status change). */
+export interface CreateScheduleEntryPayload extends BaseActionPayload {
+  /** Activity type value: Follow-Up, Appointment, or Admin. */
+  activityTypeValue: "Follow-Up" | "Appointment" | "Admin";
+  /** ISO-8601 due date. */
+  dueDate?: string;
+  /** ISO-8601 start time. */
+  startTime?: string;
+  /** ISO-8601 end time. */
+  endTime?: string;
+  /** Optional notes for the schedule entry. */
+  note?: string;
+}
+
 /** Re-send from Active → QuoteSent. */
 export interface ResendQuotePayload extends SendQuotePayload {}

@@ -371,7 +398,9 @@ export type WorkflowAction =
  | { action: "beginRevision"; payload: BeginRevisionPayload }
  | { action: "resendQuote"; payload: ResendQuotePayload }
  | { action: "cancel"; payload: CancelPayload }
-  | { action: "reopen"; payload: ReopenPayload };
+  | { action: "reopen"; payload: ReopenPayload }
+  | { action: "sendBackForRevision"; payload: SendBackForRevisionPayload }
+  | { action: "createScheduleEntry"; payload: CreateScheduleEntryPayload };

 // -----------------------------------------------------------------------
 // Result
@@ -1083,9 +1112,9 @@ export async function transitionToQuoteSent(
    return ok(currentStatus, targetStatus, activities);
  }

-  // ── needsRevision flag → Active ────────────────────────────────────
+  // ── needsRevision flag → PendingRevision ────────────────────────────
  if (payload.needsRevision) {
-    const targetStatus = OpportunityStatus.Active;
+    const targetStatus = OpportunityStatus.PendingRevision;

    const wasAlsoConfirmed = !!payload.quoteConfirmed;

@@ -1518,6 +1547,117 @@ export async function beginRevision(
  return ok(currentStatus, targetStatus, activities);
 }

+/**
+ * ConfirmedQuote → PendingRevision
+ *
+ * Sends the opportunity back for revision from ConfirmedQuote.
+ * Requires a mandatory note explaining why.
+ */
+export async function sendBackForRevision(
+  opportunity: OpportunityController,
+  user: WorkflowUser,
+  payload: SendBackForRevisionPayload,
+): Promise<WorkflowResult> {
+  const currentStatus = opportunity.statusCwId;
+  if (currentStatus == null) return fail("Opportunity has no current status.");
+
+  const noteErr = assertNotePresent(payload.note);
+  if (noteErr) return fail(noteErr, currentStatus);
+
+  const targetStatus = OpportunityStatus.PendingRevision;
+
+  const transErr = assertTransitionAllowed(currentStatus, targetStatus);
+  if (transErr) return fail(transErr, currentStatus);
+
+  const activity = await createWorkflowActivity({
+    name: `[Workflow] Sent back for revision — ${opportunity.name}`,
+    opportunityCwId: opportunity.cwOpportunityId,
+    companyCwId: opportunity.companyCwId,
+    assignToCwMemberId: user.cwMemberId,
+    notes: payload.note,
+    optimaType: OptimaType.Revision,
+  });
+
+  await syncOpportunityStatus({
+    opportunityId: opportunity.cwOpportunityId,
+    statusCwId: targetStatus,
+  });
+
+  await handleTimeEntry(
+    activity.cwActivityId,
+    user.cwMemberId,
+    payload,
+    payload.note,
+  );
+
+  return ok(currentStatus, targetStatus, [activity]);
+}
+
+/**
+ * Create a Schedule Entry activity without changing the opportunity status.
+ *
+ * Schedule Entry activities stay open until time is logged against them.
+ */
+export async function createScheduleEntry(
+  opportunity: OpportunityController,
+  user: WorkflowUser,
+  payload: CreateScheduleEntryPayload,
+): Promise<WorkflowResult> {
+  const currentStatus = opportunity.statusCwId;
+  if (currentStatus == null) return fail("Opportunity has no current status.");
+
+  // CW activities require ISO-8601 without milliseconds, e.g. "2026-04-19T20:15:00Z"
+  const toCwDateTime = (iso: string): string => iso.replace(/\.\d+Z$/, "Z");
+
+  const dateStart = payload.startTime
+    ? toCwDateTime(payload.startTime)
+    : payload.dueDate
+      ? toCwDateTime(payload.dueDate)
+      : undefined;
+  const dateEnd = payload.endTime ? toCwDateTime(payload.endTime) : undefined;
+
+  const activity = await ActivityController.create({
+    name: `[Schedule Entry] ${payload.activityTypeValue} — ${opportunity.name}`,
+    type: { id: 3 }, // HistoricEntry
+    opportunity: { id: opportunity.cwOpportunityId },
+    ...(opportunity.companyCwId ? { company: { id: opportunity.companyCwId } } : {}),
+    assignTo: { id: user.cwMemberId },
+    notes: payload.note ?? "",
+    ...(dateStart ? { dateStart } : {}),
+    ...(dateEnd ? { dateEnd } : {}),
+  });
+
+  // Set Optima_Type to Schedule Entry (stays open)
+  await activity.update([
+    {
+      op: "replace",
+      path: "customFields",
+      value: [
+        {
+          id: OptimaType.FIELD_ID,
+          caption: "Optima_Type",
+          type: "Text",
+          entryMethod: "List",
+          numberOfDecimals: 0,
+          value: OptimaType.ScheduleEntry,
+        },
+      ],
+    },
+  ]);
+
+  // Return a no-transition result (status unchanged)
+  return {
+    success: true,
+    previousStatusId: currentStatus,
+    newStatusId: currentStatus,
+    previousStatus: StatusIdToKey[currentStatus] ?? null,
+    newStatus: StatusIdToKey[currentStatus] ?? null,
+    activitiesCreated: [activity],
+    coldCheck: null,
+    error: null,
+  };
+}
+
 /**
 * Any cancelable status → Canceled
 *
@@ -1732,6 +1872,9 @@ async function closeOpenWorkflowActivities(
      // Only close activities whose type is in the stays-open set
      if (!STAYS_OPEN_TYPES.has(optimaField.value as OptimaTypeValue)) continue;

+      // Never auto-close Schedule Entry activities — they close only when time is logged
+      if (optimaField.value === OptimaType.ScheduleEntry) continue;
+
      const closeDate = new Date().toISOString();
      const existingFields = (raw.customFields ?? []).map((f: any) =>
        f.id === CLOSE_DATE_FIELD_ID ? { ...f, value: closeDate } : f,
@@ -1797,7 +1940,10 @@ export async function processOpportunityAction(
  }

  // ── Close any open workflow activities from previous stage ──────────
-  await closeOpenWorkflowActivities(opportunity.cwOpportunityId);
+  // Skip for createScheduleEntry — we intentionally preserve open activities.
+  if (action !== "createScheduleEntry") {
+    await closeOpenWorkflowActivities(opportunity.cwOpportunityId);
+  }

  // ── Route to transition function ────────────────────────────────────
  let result: WorkflowResult;
@@ -1856,6 +2002,16 @@ export async function processOpportunityAction(
      result = await reopenCancelledOpportunity(opportunity, user, payload);
      break;

+    case "sendBackForRevision":
+      result = await sendBackForRevision(opportunity, user, payload);
+      break;
+
+    case "createScheduleEntry":
+      // Schedule Entry does not close open activities — skip that step.
+      // We call it directly rather than falling through closeOpenWorkflowActivities.
+      result = await createScheduleEntry(opportunity, user, payload);
+      break;
+
    default: {
      const _exhaustive: never = action;
      return fail(`Unknown workflow action: "${_exhaustive}"`);