libra/docs/stories/story-4.1-timeline-creation.md

Story 4.1: Timeline Creation

Epic Reference

Epic 4: Case Timeline System

User Story

As an admin, I want to create case timelines for clients, So that I can track and communicate progress on their legal matters.

Story Context

Existing System Integration

• Integrates with: timelines table, users table
• Technology: Livewire Volt, Flux UI
• Follows pattern: Admin CRUD pattern
• Touch points: User relationship, client dashboard

Acceptance Criteria

Timeline Creation Form

• Select client (search by name/email)
• Case name/title (required)
• Case reference number (optional, unique if provided)
• Initial notes (optional)

Behavior

• Timeline assigned to selected client
• Creation date automatically recorded
• Status defaults to 'active'
• Can create multiple timelines per client
• Confirmation message on successful creation
• Timeline immediately visible to client

Validation

• Case name required
• Case reference unique if provided
• Client must exist

Quality Requirements

• Audit log entry created
• Bilingual labels and messages
• Tests for creation flow

Technical Notes

Database Schema

// timelines table
Schema::create('timelines', function (Blueprint $table) {
    $table->id();
    $table->foreignId('user_id')->constrained()->cascadeOnDelete();
    $table->string('case_name');
    $table->string('case_reference')->nullable()->unique();
    $table->enum('status', ['active', 'archived'])->default('active');
    $table->timestamps();
});

Volt Component

<?php

use App\Models\{Timeline, User};
use Livewire\Volt\Component;

new class extends Component {
    public string $search = '';
    public ?int $selectedUserId = null;
    public ?User $selectedUser = null;
    public string $caseName = '';
    public string $caseReference = '';
    public string $initialNotes = '';

    public function selectUser(int $userId): void
    {
        $this->selectedUserId = $userId;
        $this->selectedUser = User::find($userId);
    }

    public function create(): void
    {
        $this->validate([
            'selectedUserId' => ['required', 'exists:users,id'],
            'caseName' => ['required', 'string', 'max:255'],
            'caseReference' => ['nullable', 'string', 'max:50', 'unique:timelines,case_reference'],
        ]);

        $timeline = Timeline::create([
            'user_id' => $this->selectedUserId,
            'case_name' => $this->caseName,
            'case_reference' => $this->caseReference ?: null,
            'status' => 'active',
        ]);

        // Add initial notes as first update if provided
        if ($this->initialNotes) {
            $timeline->updates()->create([
                'admin_id' => auth()->id(),
                'update_text' => $this->initialNotes,
            ]);
        }

        AdminLog::create([
            'admin_id' => auth()->id(),
            'action_type' => 'create',
            'target_type' => 'timeline',
            'target_id' => $timeline->id,
            'new_values' => $timeline->toArray(),
            'ip_address' => request()->ip(),
        ]);

        session()->flash('success', __('messages.timeline_created'));
        $this->redirect(route('admin.timelines.show', $timeline));
    }
};

Definition of Done

• Can search and select client
• Can enter case name and reference
• Timeline created with correct data
• Initial notes saved as first update
• Unique reference validation works
• Client can view timeline immediately
• Audit log created
• Tests pass
• Code formatted with Pint

Dependencies

• Epic 1: Database schema, authentication
• Epic 2: User accounts

Estimation

Complexity: Low-Medium Estimated Effort: 2-3 hours