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# GFIBER-622 — Session History (User Level)
## Context
Users currently have no way to review their past upsell evaluations. Every session
is persisted in `upsell_tickets` (joined via `clients` for the GAID), but that data
is only visible to admins in the Sales Dashboard. GFIBER-622 adds a personal history
view so each agent can see their own sessions, their outcomes, and navigate into the
full detail of any ticket.
**Acceptance Criteria (from Jira):**
- Each user can access their previous sessions and corresponding data/outcomes
- The history shows only sessions belonging to the current user (RLS already enforces this)
- UI draft presented to team for validation → Improvements → Approved
---
## Architecture
### Routes (new)
```
app/(protected)/upsell-evaluator/
├── history/
│ ├── page.tsx ← Server Component: listMyTickets() → <SessionHistoryView>
│ └── [id]/
│ └── page.tsx ← Server Component: getTicketById(id) → <TicketDetailView>
```
### Components (new)
```
app/(protected)/upsell-evaluator/
├── _history/
│ ├── SessionHistoryView.tsx ← 'use client' (SearchField needs state)
│ └── TicketDetailView.tsx ← Server Component (pure render, Link for back)
```
### Files to modify
| File | Change |
|---|---|
| `app/(protected)/upsell-evaluator/actions.ts` | Add `listMyTickets()` + `getTicketById()` |
| `components/NavBar.tsx` | Add "History" nav link for all authenticated users |
---
## Design System — Components Used (zero DS extensions needed)
| Component | Where | How |
|---|---|---|
| `PageHeader` | Both pages | History: title + count badge; Detail: title + back `<Link>` in `actions` |
| `DataTable` | `SessionHistoryView` | Generic columned table; `render` fn accepts `ReactNode``<Badge>` in outcome cell |
| `Badge` | Outcome column + detail | `variant`: `success`→accepted, `danger`→declined_*, `info`→no_pitch/no_offer, `solid`→in_progress |
| `AgentStatCard` | `SessionHistoryView` | 3-card grid: Total Sessions · Accepted · Conversion Rate |
| `SearchField` | `SessionHistoryView` | Client-side filter on Case ID or GAID (no server round-trip) |
| `Card` | `TicketDetailView` | 3 sections: Identification · Outcome · Call Details |
| `DataRow` | `TicketDetailView` | label/value pairs per field, `tone` prop for outcome color |
| `Button` variant="ghost" | Detail "back" | `<Link>` styled or a DS Button wrapping the link |
**No DS component extensions required.** `DataTable.render` already accepts `ReactNode`.
---
## Outcome badge mapping
```ts
// utils/upsell/outcomeDisplay.ts (new small utility, importable from both views)
import type { Database } from '@/utils/supabase/database.types';
type UpsellState = Database['public']['Enums']['upsell_state'];
export const OUTCOME_BADGE: Record<UpsellState, { variant: 'success' | 'danger' | 'info' | 'solid'; label: string }> = {
accepted: { variant: 'success', label: 'Accepted' },
declined_hard: { variant: 'danger', label: 'Declined' },
declined_soft: { variant: 'danger', label: 'Declined (soft)' },
no_pitch: { variant: 'info', label: 'No Pitch' },
no_offer: { variant: 'info', label: 'No Offer' },
in_progress: { variant: 'solid', label: 'In Progress' },
};
```
---
## Server Actions (add to `actions.ts`)
### `listMyTickets()`
```ts
export type TicketWithGaid = TicketRow & { clients: { gaid: string | null } | null };
export async function listMyTickets(): Promise<GemResult<TicketWithGaid[]>> {
const current = await getCurrentUserWithProfile();
if (!current) return { ok: false, error: 'Not authenticated.' };
const supabase = await createClient();
const { data, error } = await supabase
.from('upsell_tickets')
.select('*, clients(gaid)')
.eq('created_by', current.user.id)
.order('created_at', { ascending: false });
if (error) return { ok: false, error: 'Could not load history.' };
return { ok: true, data: (data ?? []) as TicketWithGaid[] };
}
```
### `getTicketById(id)`
```ts
export async function getTicketById(id: string): Promise<GemResult<TicketWithGaid>> {
const current = await getCurrentUserWithProfile();
if (!current) return { ok: false, error: 'Not authenticated.' };
const supabase = await createClient();
const { data, error } = await supabase
.from('upsell_tickets')
.select('*, clients(gaid)')
.eq('id', id)
.eq('created_by', current.user.id) // defense-in-depth (RLS also filters)
.maybeSingle();
if (error) return { ok: false, error: 'Could not load ticket.' };
if (!data) return { ok: false, error: 'Ticket not found.' };
return { ok: true, data: data as TicketWithGaid };
}
```
RLS already guarantees `created_by = auth.uid()` — the explicit `.eq` is defense-in-depth.
---
## `SessionHistoryView.tsx` — key details
**DataTable columns** (7 total — matches the Penpot mockup):
```ts
const COLUMNS: TDataColumn[] = [
{ key: 'created_at', header: 'Date', render: (r) => formatDate(r.created_at as string) },
{ key: 'case_id', header: 'Case ID', render: (r) => (r.case_id as string) ?? '—' },
{ key: 'gaid', header: 'GAID', render: (r) => truncateGaid(r.clients?.gaid ?? null) },
{ key: 'state', header: 'Outcome', render: (r) => {
const { variant, label } = OUTCOME_BADGE[r.state as UpsellState];
return <Badge variant={variant}>{label}</Badge>;
}},
{ key: 'plan_sold', header: 'Plan Sold', render: (r) => formatPlan(r.plan_sold as string | null) },
{ key: 'initiation_type', header: 'Type', render: (r) => formatInitiationType(r.initiation_type as string | null) },
{ key: 'id', header: '', align: 'right', render: (r) => (
<Link href={`/upsell-evaluator/history/${r.id}`} className={styles.viewLink}>View </Link>
)},
];
```
**Display helpers** (co-locate in `_history/SessionHistoryView.tsx` or extract to `utils/upsell/outcomeDisplay.ts`):
```ts
const formatDate = (iso: string) =>
new Date(iso).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' });
// Show first 18 chars + ellipsis so the column doesn't blow out
const truncateGaid = (gaid: string | null) => gaid ? gaid.slice(0, 18) + '…' : '—';
// '2_gig' → '2 Gig', null → '—'
const formatPlan = (plan: string | null) =>
plan ? plan.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase()) : '—';
// 'agent_initiated' → 'Agent', 'customer_initiated' → 'Customer', null → '—'
const formatInitiationType = (t: string | null) =>
t === 'agent_initiated' ? 'Agent' : t === 'customer_initiated' ? 'Customer' : '—';
// 'internet_wifi' → 'Internet / Wi-Fi' (best-effort title-case with slash)
const formatIssueType = (t: string | null) =>
t ? t.split('_').map(w => w.charAt(0).toUpperCase() + w.slice(1)).join(' ') : '—';
```
**SearchField** — controlled `useState`, filters `data` client-side:
```ts
const filtered = tickets.filter(t =>
(t.case_id ?? '').includes(query) ||
(t.clients?.gaid ?? '').toLowerCase().includes(query.toLowerCase())
);
```
**AgentStatCard grid (3 cards) — reuse `countStates` + `formatRate` from `utils/dashboard/metrics.ts`:**
```ts
import { countStates, formatRate } from '@/utils/dashboard/metrics';
// countStates is not exported yet — either export it or inline the same logic:
// offers = accepted + declined_hard + declined_soft
// conversionRate = accepted / offers (0 when offers === 0)
// All definitions match utils/dashboard/metrics.ts exactly to avoid divergence.
const counts = countStates(tickets.map(t => t.state));
// counts.totalInteractions, counts.offers, counts.accepted, counts.conversionRate
```
Cards:
- **Total Sessions** → `counts.totalInteractions`, `tone="neutral"`, sublabel `"All time"`
- **Accepted** → `counts.accepted`, `tone="success"`, sublabel `"${counts.accepted} of ${counts.offers} offers"`
- **Conversion Rate** → `formatRate(counts.conversionRate)`, `tone={counts.conversionRate > 0 ? "success" : "neutral"}`, sublabel `"Accepted / offers made"`
> **Note:** `countStates` is currently unexported from `utils/dashboard/metrics.ts`. Either export it (`export function countStates`) as part of this ticket, or inline the identical logic in a co-located helper. Exporting is preferred — it avoids divergence.
**Empty state:** when `tickets.length === 0`, render a friendly message inside the DataTable area ("No sessions yet — start an evaluation to see your history here.").
---
## `TicketDetailView.tsx` — key details
### `[id]/page.tsx` — Server Component
```tsx
import { notFound } from 'next/navigation';
import { getTicketById } from '../actions';
import { TicketDetailView } from '../_history/TicketDetailView';
export default async function TicketDetailPage({ params }: { params: { id: string } }) {
const result = await getTicketById(params.id);
if (!result.ok) notFound(); // triggers Next.js built-in 404 page
return <TicketDetailView ticket={result.data} />;
}
```
### `TicketDetailView.tsx` — layout (matches Penpot mockup)
The detail view uses a **2-column grid** (not stacked), mirroring the mockup:
```
PageHeader
title="Session Detail"
badge=<Badge variant={outcome.variant}>{outcome.label}</Badge>
actions=<Link href="/upsell-evaluator/history">← Back to History</Link>
<div className="grid grid-cols-2 gap-5 mt-6">
{/* LEFT column */}
<div className="flex flex-col gap-5">
Card title="Identification"
DataRow label="Date" value={formatDate(ticket.created_at)}
DataRow label="Case ID" value={ticket.case_id ?? '—'}
DataRow label="Order ID" value={ticket.order_id ?? '—'}
DataRow label="GAID" value={ticket.clients?.gaid ?? '—'}
Card title="Outcome"
DataRow label="Status" value=<Badge variant={...}>{label}</Badge>
DataRow label="Plan Sold" value={formatPlan(ticket.plan_sold)}
DataRow label="Recommended" value={formatPlan(ticket.recommended_plan)}
DataRow label="Initiation" value={formatInitiationType(ticket.initiation_type)}
</div>
{/* RIGHT column */}
<div>
Card title="Call Details"
DataRow label="Issue Type" value={formatIssueType(ticket.issue_type)}
DataRow label="Open Tech Ticket" value={ticket.open_tech_ticket ? 'Yes' : 'No'}
DataRow label="Hard Stops" value={ticket.hard_stop_reasons ?? 'None'}
</div>
</div>
```
Reuse the same display helpers (`formatDate`, `formatPlan`, `formatInitiationType`, `formatIssueType`) defined in `outcomeDisplay.ts` — import from there, don't duplicate.
---
## Navigation entry point
Add one link to `components/NavBar.tsx` (visible to all authenticated users):
```tsx
<Link href="/upsell-evaluator/history" className={linkClass}>
History
</Link>
```
Place after the "Upsell Evaluator" link, before "My Metrics".
---
## Tests (TDD — required before PR)
### Server Actions
- `__tests__/upsell/listMyTickets.test.ts`
- Returns tickets ordered by `created_at` DESC for the current user
- Returns empty array when user has no tickets
- Returns `{ ok: false }` when unauthenticated
- `__tests__/upsell/getTicketById.test.ts`
- Returns ticket when found and owned by current user
- Returns `{ ok: false, error: 'Ticket not found.' }` when ticket belongs to another user (RLS)
- Returns `{ ok: false }` when unauthenticated
### Components
- `__tests__/components/SessionHistoryView.test.tsx`
- Renders correct row count from `tickets` prop
- SearchField filters rows by Case ID
- SearchField filters rows by GAID
- Shows empty state when `tickets` is empty
- AgentStatCards show correct computed values
- `__tests__/components/TicketDetailView.test.tsx`
- Renders all DataRow fields present in the ticket
- Back link points to `/upsell-evaluator/history`
- `Badge` variant matches the ticket `state`
---
## Execution — Background Agent
Esta implementación la ejecutará un agente autónomo de background via la skill global `background-orchestrator`.
**Instrucciones de lanzamiento:**
```
lanza un agente para esto → GFIBER-622 Session History
```
**Nombre del agente sugerido:** `agente-gfiber-622-session-history`
**Rama:** `feat/gfiber-622-session-history` (desde `dev`, PR apunta a `dev`)
**Alcance delegado al agente:**
1. Exportar `countStates` en `utils/dashboard/metrics.ts`
2. Crear `utils/upsell/outcomeDisplay.ts` con los helpers de display
3. Añadir `listMyTickets()` + `getTicketById()` en `actions.ts`
4. Crear `app/(protected)/upsell-evaluator/history/page.tsx`
5. Crear `app/(protected)/upsell-evaluator/history/[id]/page.tsx` (con `notFound()`)
6. Crear `app/(protected)/upsell-evaluator/_history/SessionHistoryView.tsx`
7. Crear `app/(protected)/upsell-evaluator/_history/TicketDetailView.tsx`
8. Modificar `components/NavBar.tsx` — agregar link "History"
9. Escribir todos los tests **antes** de cada implementación (TDD)
10. Abrir PR via `aleleba-pr` al terminar con CI verde
**El agente nunca mergea.** La aprobación y merge quedan a decisión del usuario.
---
## Verification
1. **Server Actions**: `npm run test` — all new tests pass, no regressions (638+ green).
2. **History page** (`/upsell-evaluator/history`):
- Loads with sessions listed for the logged-in user only (test with two accounts)
- Search by Case ID and GAID works
- AgentStatCards show correct counts
- "View →" link navigates to the detail page
3. **Detail page** (`/upsell-evaluator/history/[id]`):
- All fields render correctly
- "Back to History" link returns to the list
- Attempting to access another user's ticket ID returns a 404/redirect (RLS)
4. **NavBar**: "History" link appears for regular users (not admin-gated).
5. `npm run build` — no TypeScript errors.