140 lines
3.8 KiB
Markdown
140 lines
3.8 KiB
Markdown
# Story 4.1: Timeline Creation
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## Epic Reference
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**Epic 4:** Case Timeline System
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## User Story
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As an **admin**,
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I want **to create case timelines for clients**,
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So that **I can track and communicate progress on their legal matters**.
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## Story Context
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### Existing System Integration
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- **Integrates with:** timelines table, users table
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- **Technology:** Livewire Volt, Flux UI
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- **Follows pattern:** Admin CRUD pattern
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- **Touch points:** User relationship, client dashboard
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## Acceptance Criteria
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### Timeline Creation Form
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- [ ] Select client (search by name/email)
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- [ ] Case name/title (required)
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- [ ] Case reference number (optional, unique if provided)
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- [ ] Initial notes (optional)
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### Behavior
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- [ ] Timeline assigned to selected client
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- [ ] Creation date automatically recorded
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- [ ] Status defaults to 'active'
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- [ ] Can create multiple timelines per client
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- [ ] Confirmation message on successful creation
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- [ ] Timeline immediately visible to client
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### Validation
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- [ ] Case name required
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- [ ] Case reference unique if provided
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- [ ] Client must exist
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### Quality Requirements
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- [ ] Audit log entry created
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- [ ] Bilingual labels and messages
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- [ ] Tests for creation flow
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## Technical Notes
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### Database Schema
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```php
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// timelines table
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Schema::create('timelines', function (Blueprint $table) {
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$table->id();
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$table->foreignId('user_id')->constrained()->cascadeOnDelete();
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$table->string('case_name');
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$table->string('case_reference')->nullable()->unique();
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$table->enum('status', ['active', 'archived'])->default('active');
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$table->timestamps();
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});
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```
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### Volt Component
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```php
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<?php
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use App\Models\{Timeline, User};
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use Livewire\Volt\Component;
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new class extends Component {
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public string $search = '';
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public ?int $selectedUserId = null;
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public ?User $selectedUser = null;
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public string $caseName = '';
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public string $caseReference = '';
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public string $initialNotes = '';
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public function selectUser(int $userId): void
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{
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$this->selectedUserId = $userId;
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$this->selectedUser = User::find($userId);
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}
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public function create(): void
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{
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$this->validate([
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'selectedUserId' => ['required', 'exists:users,id'],
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'caseName' => ['required', 'string', 'max:255'],
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'caseReference' => ['nullable', 'string', 'max:50', 'unique:timelines,case_reference'],
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]);
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$timeline = Timeline::create([
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'user_id' => $this->selectedUserId,
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'case_name' => $this->caseName,
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'case_reference' => $this->caseReference ?: null,
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'status' => 'active',
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]);
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// Add initial notes as first update if provided
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if ($this->initialNotes) {
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$timeline->updates()->create([
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'admin_id' => auth()->id(),
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'update_text' => $this->initialNotes,
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]);
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}
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AdminLog::create([
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'admin_id' => auth()->id(),
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'action_type' => 'create',
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'target_type' => 'timeline',
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'target_id' => $timeline->id,
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'new_values' => $timeline->toArray(),
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'ip_address' => request()->ip(),
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]);
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session()->flash('success', __('messages.timeline_created'));
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$this->redirect(route('admin.timelines.show', $timeline));
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}
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};
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```
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## Definition of Done
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- [ ] Can search and select client
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- [ ] Can enter case name and reference
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- [ ] Timeline created with correct data
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- [ ] Initial notes saved as first update
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- [ ] Unique reference validation works
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- [ ] Client can view timeline immediately
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- [ ] Audit log created
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- [ ] Tests pass
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- [ ] Code formatted with Pint
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## Dependencies
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- **Epic 1:** Database schema, authentication
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- **Epic 2:** User accounts
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## Estimation
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**Complexity:** Low-Medium
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**Estimated Effort:** 2-3 hours
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