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pn-new-crm/src/lib/pdf/fill-eoi-form.ts

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import { promises as fs } from 'node:fs';
import path from 'node:path';
import { PDFDocument } from 'pdf-lib';
import type { EoiContext } from '@/lib/services/eoi-context';
/**
* Source PDF for the in-app EOI pathway. Must contain AcroForm fields whose
* names match the Documenso template's `formValues` keys exactly:
*
* Text: Name, Email, Address, Yacht Name, Length, Width, Draft,
* Berth Number
* Checkbox: Lease_10, Purchase
*
* See assets/eoi-template/README.md for full details and the field mapping
* doc at docs/eoi-documenso-field-mapping.md for the canonical list.
*/
const DEFAULT_EOI_TEMPLATE_PATH = path.join(process.cwd(), 'assets', 'eoi-template.pdf');
function eoiTemplatePath(): string {
return process.env.EOI_TEMPLATE_PDF_PATH ?? DEFAULT_EOI_TEMPLATE_PATH;
}
export async function loadEoiTemplatePdf(): Promise<Uint8Array> {
const filePath = eoiTemplatePath();
try {
return await fs.readFile(filePath);
} catch (err) {
throw new Error(
`EOI source PDF not found at ${filePath}. Drop the same PDF used by the Documenso template (with AcroForm fields: Name, Email, Address, Yacht Name, Length, Width, Draft, Berth Number, Lease_10, Purchase) at this path, or override via EOI_TEMPLATE_PDF_PATH. Original error: ${(err as Error).message}`,
);
}
}
function formatAddress(address: EoiContext['client']['address']): string {
if (!address) return '';
return [address.street, address.city, address.country].filter(Boolean).join(', ');
}
function setText(form: ReturnType<PDFDocument['getForm']>, name: string, value: string): void {
try {
form.getTextField(name).setText(value);
} catch {
// Field absent or wrong type — skip silently so a slightly different PDF
// template still produces output. Missing field issues surface in QA, not
// at runtime as a 500.
}
}
function setCheckbox(
form: ReturnType<PDFDocument['getForm']>,
name: string,
checked: boolean,
): void {
try {
const cb = form.getCheckBox(name);
if (checked) cb.check();
else cb.uncheck();
} catch {
// See comment in setText.
}
}
/**
* Fills the AcroForm fields of the EOI source PDF with values drawn from
* EoiContext. Field names mirror the Documenso template `formValues` keys so
* a single source PDF can serve both pathways.
*
* The form is left interactive (not flattened) so a recipient can still tweak
* fields if needed before signing.
*/
export async function fillEoiFormFields(
pdfBytes: Uint8Array,
context: EoiContext,
): Promise<Uint8Array> {
const doc = await PDFDocument.load(pdfBytes);
const form = doc.getForm();
setText(form, 'Name', context.client.fullName);
setText(form, 'Email', context.client.primaryEmail ?? '');
setText(form, 'Address', formatAddress(context.client.address));
setText(form, 'Yacht Name', context.yacht.name);
setText(form, 'Length', context.yacht.lengthFt ?? '');
setText(form, 'Width', context.yacht.widthFt ?? '');
setText(form, 'Draft', context.yacht.draftFt ?? '');
setText(form, 'Berth Number', context.berth.mooringNumber);
setCheckbox(form, 'Purchase', true);
setCheckbox(form, 'Lease_10', false);
return doc.save();
}
/**
* Convenience: loads the source PDF from disk and returns the filled bytes.
*/
export async function generateEoiPdfFromTemplate(context: EoiContext): Promise<Uint8Array> {
const bytes = await loadEoiTemplatePdf();
return fillEoiFormFields(bytes, context);
}