chore: merge executor worktree (worktree-agent-a77f9b3a365cc0b6d)
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.planning/phases/14-pax8-ui-surface/14-03-SUMMARY.md
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.planning/phases/14-pax8-ui-surface/14-03-SUMMARY.md
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---
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phase: 14-pax8-ui-surface
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plan: 03
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subsystem: shared-ui
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tags: [detail-modal, pax8, cost-breakdown]
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dependency-graph:
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requires: []
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provides:
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- "DetailModal kind='pax8_company' support"
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- "DetailModal subscriptions cost-breakdown table"
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affects:
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- "Phase 14 Plan 04 (/pax8 page — will call DetailModal with kind='pax8_company')"
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tech-stack:
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added: []
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patterns:
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- "Additive-extension pattern: new prop + new constant + new detection branch, all guarded so existing callers are byte-for-byte unaffected"
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key-files:
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created: []
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modified:
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- components/admin/DetailModal.tsx
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decisions:
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- "website field placed in PAX8_COMPANY_GROUPS' Identity group (not System) per plan task action text's explicit final clause, even though the UI-SPEC's shorthand list omitted it"
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- "Identity/System groups paired side-by-side (paired: 'Identity'/'System') rather than stacked — consistent with COMPANY_GROUPS' existing Address/System pairing convention"
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- "Total row uses the first subscription's currency as the display currency (single-currency assumption, consistent with a single-company drill-down)"
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metrics:
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duration: "~15 minutes"
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completed: 2026-07-11
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---
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# Phase 14 Plan 03: DetailModal PAX8 Extension Summary
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Extended `components/admin/DetailModal.tsx` additively with a `kind='pax8_company'` field-group set and an unconditional subscriptions/cost-breakdown table, so the upcoming `/pax8` drill-down (Plan 04) renders formatted PAX8 identity fields and a cost table instead of falling into the flat unstyled key/value fallback.
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## What Was Built
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**Task 1 — `kind` prop + `PAX8_COMPANY_GROUPS`:**
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- Added `kind?: 'ticket' | 'company' | 'pax8_company'` to `DetailModalProps`, destructured in the component signature.
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- Added `PAX8_COMPANY_GROUPS: FieldGroup[]` next to `COMPANY_GROUPS` — an `Identity` group (`name`, `status`, `city`, `stateOrProvince`, `country`, `website` as `url`) paired with a `System` group (`id` as `id`, `syncedAt` as `date`, `isDeleted` as `bool`), using camelCase keys since the `/pax8` page passes an already-transformed object.
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- `detectGroups(data, kind?)` now checks `kind === 'pax8_company'` as the first branch, before the existing `'ticket_number' in data` / `'company_name' in data` sniffs, which remain the fallback when `kind` is absent.
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- The single call site updated to `detectGroups(data, kind)`.
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- Header else-branch (title + Record ID + optional `is_active` badge) left untouched — it already renders correctly for a pax8 company object (no `is_active` field means no badge).
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**Task 2 — Subscriptions & cost-breakdown table:**
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- New section in the Formatted tab, guarded by `Array.isArray(data.subscriptions)`, rendered as the first child of the `space-y-6` container (above the field-group map), per UI-SPEC's Visual Hierarchy (cost table is the primary focal point).
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- Header row (Product / Qty / Billing Term / Amount), one row per subscription with product label fallback chain `sub.productName || sub.sku || 'Unknown item'` (Pitfall 4), amount rendered directly from `sub.latestBilledAmount` (never recomputed from `unit_price × quantity` — Pitfall 3) in `font-mono tabular-nums`.
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- Summed total row across all subscriptions, also `font-mono tabular-nums`.
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- Empty array (`data.subscriptions.length === 0`) renders a muted "No subscriptions" line inside the same bordered container instead of an empty table or crash.
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- Styled with the same `rounded-lg border overflow-hidden` card look and `text-xs`/`text-muted-foreground` label conventions already used elsewhere in the file (copied shape from the ticket "Description block" section).
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- Raw tab required no change — `data.subscriptions` already serializes as JSON through the existing object branch of `renderRaw`.
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## Deviations from Plan
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None — plan executed exactly as written. The plan's Task 1 action text contained one internally contradictory sentence about where `website` should live; resolved by following its explicit final clause ("in the Identity group"), which is what was implemented.
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## Verification
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- `npx tsc --noEmit --pretty` — passes (run after each task and again at the end of the plan).
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- Grep-confirmed: `TICKET_GROUPS`, `COMPANY_GROUPS`, `'ticket_number' in data`, `'company_name' in data` all present verbatim and unchanged.
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- Grep-confirmed: `kind === 'pax8_company'`, `Array.isArray(data.subscriptions)`, `tabular-nums`, `productName || sub.sku || 'Unknown item'`, `No subscriptions` all present.
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- Manual verification of the rendered drill-down (open a PAX8 company from `/pax8` and confirm cost table + identity fields) is deferred to Plan 06 per the plan's own `<verification>` block — Plan 04 (which builds the `/pax8` page and its `DetailModal` call site) has not yet executed in this wave.
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## Threat Flags
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None — this plan's threat model (T-14-06 stored XSS, T-14-07 DoS, T-14-SC package tampering) is fully addressed by construction: all rendered values are JSX text children (auto-escaped, no `dangerouslySetInnerHTML`), the subscriptions array size is bounded per company (tens of rows, not the full order-item history), and zero new packages were introduced.
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## Self-Check: PASSED
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- FOUND: components/admin/DetailModal.tsx (modified, both tasks present)
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- FOUND: commit 3492a16 (Task 1 — kind prop + PAX8_COMPANY_GROUPS)
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- FOUND: commit 04c75be (Task 2 — subscriptions cost-breakdown table)
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@ -131,6 +131,34 @@ const COMPANY_GROUPS: FieldGroup[] = [
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},
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];
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// PAX8 company drill-down (kind="pax8_company") — additive only, does not
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// touch TICKET_GROUPS/COMPANY_GROUPS or their existing detection branches.
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// Field keys are camelCase because the /pax8 page passes an already-
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// transformed object (see 14-03-PLAN.md interfaces block).
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const PAX8_COMPANY_GROUPS: FieldGroup[] = [
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{
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label: 'Identity',
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paired: 'System',
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fields: [
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{ key: 'name', label: 'Name' },
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{ key: 'status', label: 'Status' },
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{ key: 'city', label: 'City' },
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{ key: 'stateOrProvince', label: 'State/Province' },
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{ key: 'country', label: 'Country' },
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{ key: 'website', label: 'Website', type: 'url' },
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],
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},
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{
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label: 'System',
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paired: 'Identity',
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fields: [
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{ key: 'id', label: 'Record ID', type: 'id' },
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{ key: 'syncedAt', label: 'Synced At', type: 'date' },
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{ key: 'isDeleted', label: 'Deleted', type: 'bool' },
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],
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},
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];
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// ── Helpers ────────────────────────────────────────────────────────────────────
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function resolveLabel(key: string, value: any, type: FieldType | undefined, lookups: Lookups, tz: string): { display: React.ReactNode; isEmpty: boolean } {
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@ -253,7 +281,8 @@ function resolveLabel(key: string, value: any, type: FieldType | undefined, look
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return { display: <span className="text-sm">{String(value)}</span>, isEmpty: false };
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}
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function detectGroups(data: Record<string, any>): FieldGroup[] {
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function detectGroups(data: Record<string, any>, kind?: 'ticket' | 'company' | 'pax8_company'): FieldGroup[] {
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if (kind === 'pax8_company') return PAX8_COMPANY_GROUPS;
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if ('ticket_number' in data) return TICKET_GROUPS;
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if ('company_name' in data) return COMPANY_GROUPS;
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return [{ label: 'Fields', fields: Object.keys(data).map(k => ({ key: k, label: k })) }];
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@ -269,9 +298,10 @@ interface DetailModalProps {
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title: string;
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data: Record<string, any> | null;
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fields?: Array<{ key: string; label: string; render?: (value: any) => React.ReactNode }>;
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kind?: 'ticket' | 'company' | 'pax8_company';
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}
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export default function DetailModal({ open, onOpenChange, title, data, fields }: DetailModalProps) {
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export default function DetailModal({ open, onOpenChange, title, data, fields, kind }: DetailModalProps) {
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const tz = useUserTimezone();
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const [copiedField, setCopiedField] = useState<string | null>(null);
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const [lookups, setLookups] = useState<Lookups>(EMPTY_LOOKUPS);
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@ -328,7 +358,7 @@ export default function DetailModal({ open, onOpenChange, title, data, fields }:
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setTimeout(() => setCopiedField(null), 2000);
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};
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const groups = detectGroups(data);
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const groups = detectGroups(data, kind);
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// Raw tab: all fields
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const rawFields = fields || Object.keys(data).map(k => ({ key: k, label: k, render: undefined }));
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@ -413,6 +443,50 @@ export default function DetailModal({ open, onOpenChange, title, data, fields }:
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{/* ── Formatted Tab ── */}
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<TabsContent value="formatted" className="flex-1 overflow-y-auto px-6 py-4 mt-0">
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<div className="space-y-6">
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{/* Subscriptions & cost-breakdown — renders above field groups (UI-SPEC: focal point) */}
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{Array.isArray(data.subscriptions) && (
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<div>
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<h3 className="text-xs font-semibold uppercase tracking-wider text-muted-foreground mb-3">Subscriptions & Cost</h3>
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<div className="rounded-lg border overflow-hidden">
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{data.subscriptions.length === 0 ? (
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<div className="px-4 py-3 text-sm text-muted-foreground italic">No subscriptions</div>
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) : (
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<>
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<div className="grid grid-cols-[1fr_80px_140px_120px] gap-2 px-4 py-2 bg-muted/40 text-xs font-medium text-muted-foreground border-b">
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<div>Product</div>
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<div className="text-right">Qty</div>
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<div>Billing Term</div>
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<div className="text-right">Amount</div>
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</div>
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{data.subscriptions.map((sub: any, idx: number) => {
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const productLabel = sub.productName || sub.sku || 'Unknown item';
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const amount = Number(sub.latestBilledAmount ?? 0);
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const currency = sub.currency ?? 'USD';
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return (
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<div key={sub.subscriptionId ?? idx}>
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{idx > 0 && <Separator />}
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<div className="grid grid-cols-[1fr_80px_140px_120px] gap-2 px-4 py-2.5 items-center text-sm">
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<div className="min-w-0 truncate">{productLabel}</div>
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<div className="text-right font-mono tabular-nums">{sub.quantity ?? '—'}</div>
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<div className="text-muted-foreground">{sub.billingTerm ?? '—'}</div>
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<div className="text-right font-mono tabular-nums">{currency} {amount.toFixed(2)}</div>
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</div>
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</div>
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);
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})}
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<Separator />
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<div className="grid grid-cols-[1fr_80px_140px_120px] gap-2 px-4 py-2.5 items-center text-sm font-semibold bg-muted/20">
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<div className="col-span-3">Total</div>
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<div className="text-right font-mono tabular-nums">
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{(data.subscriptions[0]?.currency ?? 'USD')} {data.subscriptions.reduce((s: number, sub: any) => s + Number(sub.latestBilledAmount ?? 0), 0).toFixed(2)}
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</div>
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</div>
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</>
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)}
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</div>
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</div>
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)}
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{(() => {
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const rendered = new Set<string>();
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return groups.map((group) => {
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