Files
pn-new-crm/src/lib/services/documents.service.ts

950 lines
30 KiB
TypeScript
Raw Normal View History

import { and, eq } from 'drizzle-orm';
import { db } from '@/lib/db';
import {
documents,
documentSigners,
documentEvents,
documentWatchers,
files,
} from '@/lib/db/schema/documents';
import { interests } from '@/lib/db/schema/interests';
import { clients } from '@/lib/db/schema/clients';
import { ports } from '@/lib/db/schema/ports';
import { buildListQuery } from '@/lib/db/query-builder';
import { createAuditLog } from '@/lib/audit';
import { diffEntity } from '@/lib/entity-diff';
import { NotFoundError, ValidationError, ConflictError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { minioClient, buildStoragePath } from '@/lib/minio';
import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
import { evaluateRule } from '@/lib/services/berth-rules-engine';
import {
createDocument as documensoCreate,
sendDocument as documensoSend,
downloadSignedPdf,
} from '@/lib/services/documenso-client';
import type {
CreateDocumentInput,
UpdateDocumentInput,
ListDocumentsInput,
} from '@/lib/validators/documents';
// ─── Types ────────────────────────────────────────────────────────────────────
interface AuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
// ─── List ─────────────────────────────────────────────────────────────────────
export async function listDocuments(portId: string, query: ListDocumentsInput) {
const { page, limit, sort, order, search, interestId, clientId, documentType, status } = query;
const filters = [];
if (interestId) filters.push(eq(documents.interestId, interestId));
if (clientId) filters.push(eq(documents.clientId, clientId));
if (documentType) filters.push(eq(documents.documentType, documentType));
if (status) filters.push(eq(documents.status, status));
const sortColumn =
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
sort === 'title'
? documents.title
: sort === 'status'
? documents.status
: sort === 'documentType'
? documents.documentType
: documents.createdAt;
return buildListQuery({
table: documents,
portIdColumn: documents.portId,
portId,
idColumn: documents.id,
updatedAtColumn: documents.updatedAt,
searchColumns: [documents.title],
searchTerm: search,
filters,
sort: sort ? { column: sortColumn, direction: order } : undefined,
page,
pageSize: limit,
});
}
// ─── Get by ID ────────────────────────────────────────────────────────────────
export async function getDocumentById(id: string, portId: string) {
const doc = await db.query.documents.findFirst({
where: and(eq(documents.id, id), eq(documents.portId, portId)),
with: { signers: true },
});
if (!doc) throw new NotFoundError('Document');
return doc;
}
// ─── Create ───────────────────────────────────────────────────────────────────
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
export async function createDocument(portId: string, data: CreateDocumentInput, meta: AuditMeta) {
const [doc] = await db
.insert(documents)
.values({
portId,
interestId: data.interestId ?? null,
clientId: data.clientId ?? null,
documentType: data.documentType,
title: data.title,
notes: data.notes ?? null,
status: 'draft',
createdBy: meta.userId,
})
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'create',
entityType: 'document',
entityId: doc!.id,
newValue: { documentType: doc!.documentType, title: doc!.title },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:created', { documentId: doc!.id });
return doc!;
}
// ─── Update ───────────────────────────────────────────────────────────────────
export async function updateDocument(
id: string,
portId: string,
data: UpdateDocumentInput,
meta: AuditMeta,
) {
const existing = await getDocumentById(id, portId);
const updates: Partial<typeof documents.$inferInsert> = {};
if (data.title !== undefined) updates.title = data.title;
if (data.notes !== undefined) updates.notes = data.notes;
if (data.status !== undefined) updates.status = data.status;
updates.updatedAt = new Date();
const [updated] = await db
.update(documents)
.set(updates)
.where(and(eq(documents.id, id), eq(documents.portId, portId)))
.returning();
diffEntity(existing, updated!);
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
newValue: updated as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:updated', { documentId: id });
return updated!;
}
// ─── Delete ───────────────────────────────────────────────────────────────────
export async function deleteDocument(id: string, portId: string, meta: AuditMeta) {
const existing = await getDocumentById(id, portId);
if (['sent', 'partially_signed'].includes(existing.status)) {
throw new ConflictError('Cannot delete a document that is currently in signing process');
}
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
await db.delete(documents).where(and(eq(documents.id, id), eq(documents.portId, portId)));
void createAuditLog({
userId: meta.userId,
portId,
action: 'delete',
entityType: 'document',
entityId: id,
oldValue: { title: existing.title, status: existing.status },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:deleted', { documentId: id });
}
// ─── Send for Signing (BR-021) ────────────────────────────────────────────────
export async function sendForSigning(documentId: string, portId: string, meta: AuditMeta) {
const doc = await getDocumentById(documentId, portId);
if (!doc.fileId) throw new ValidationError('Document has no associated file');
if (doc.status !== 'draft') throw new ConflictError('Document is not in draft status');
// Fetch interest + client to build signers
const interest = doc.interestId
? await db.query.interests.findFirst({ where: eq(interests.id, doc.interestId) })
: null;
const client = doc.clientId
? await db.query.clients.findFirst({
where: eq(clients.id, doc.clientId),
with: { contacts: true },
})
: null;
if (!client) throw new ValidationError('Document has no associated client');
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
const emailContact = (
client.contacts as Array<{ channel: string; value: string }> | undefined
)?.find((c) => c.channel === 'email');
if (!emailContact?.value) throw new ValidationError('Client has no email contact');
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
if (!port) throw new NotFoundError('Port');
// BR-021: Create 3 signers — client (1), developer (2), sales/approver (3)
const signerRecords = await db
.insert(documentSigners)
.values([
{
documentId,
signerName: client.fullName,
signerEmail: emailContact.value,
signerRole: 'client',
signingOrder: 1,
status: 'pending',
},
{
documentId,
signerName: port.name,
signerEmail: `developer@${port.slug}.com`,
signerRole: 'developer',
signingOrder: 2,
status: 'pending',
},
{
documentId,
signerName: `${port.name} Sales`,
signerEmail: `sales@${port.slug}.com`,
signerRole: 'approver',
signingOrder: 3,
status: 'pending',
},
])
.returning();
// Get file from MinIO and base64 encode
const fileRecord = await db.query.files.findFirst({ where: eq(files.id, doc.fileId) });
if (!fileRecord) throw new NotFoundError('File');
const fileStream = await minioClient.getObject(env.MINIO_BUCKET, fileRecord.storagePath);
const chunks: Buffer[] = [];
for await (const chunk of fileStream) {
chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk));
}
const pdfBuffer = Buffer.concat(chunks);
const pdfBase64 = pdfBuffer.toString('base64');
// Create document in Documenso + send
const documensoDoc = await documensoCreate(doc.title, pdfBase64, [
{ name: client.fullName, email: emailContact.value, role: 'SIGNER', signingOrder: 1 },
{ name: port.name, email: `developer@${port.slug}.com`, role: 'SIGNER', signingOrder: 2 },
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
{
name: `${port.name} Sales`,
email: `sales@${port.slug}.com`,
role: 'SIGNER',
signingOrder: 3,
},
]);
await documensoSend(documensoDoc.id);
// Update signer records with signing URLs from Documenso response
for (const docSigner of documensoDoc.recipients) {
const localSigner = signerRecords.find((s) => s.signerEmail === docSigner.email);
if (localSigner) {
await db
.update(documentSigners)
.set({
signingUrl: docSigner.signingUrl ?? null,
embeddedUrl: docSigner.embeddedUrl ?? null,
})
.where(eq(documentSigners.id, localSigner.id));
}
}
// Update document status
await db
.update(documents)
.set({ status: 'sent', documensoId: documensoDoc.id, updatedAt: new Date() })
.where(eq(documents.id, documentId));
// Update interest if linked
if (interest) {
await db
.update(interests)
.set({
documensoId: documensoDoc.id,
dateEoiSent: new Date(),
eoiStatus: 'waiting_for_signatures',
updatedAt: new Date(),
})
.where(eq(interests.id, interest.id));
// Trigger berth rules
void evaluateRule('eoi_sent', interest.id, portId, meta);
}
// Create document event
await db.insert(documentEvents).values({
documentId,
eventType: 'sent',
eventData: { documensoId: documensoDoc.id },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
newValue: { status: 'sent', documensoId: documensoDoc.id },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
emitToRoom(`port:${portId}`, 'document:sent', {
documentId,
type: doc.documentType,
signerCount: 3,
documensoId: documensoDoc.id,
});
return await getDocumentById(documentId, portId);
}
// ─── Upload Signed Manually (BR-013) ─────────────────────────────────────────
export async function uploadSignedManually(
documentId: string,
portId: string,
fileData: { buffer: Buffer; originalName: string; mimeType: string; size: number },
meta: AuditMeta,
) {
const doc = await getDocumentById(documentId, portId);
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
if (!port) throw new NotFoundError('Port');
// Store the signed file
const fileId = crypto.randomUUID();
const storagePath = buildStoragePath(port.slug, 'eoi-signed', documentId, fileId, 'pdf');
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
await minioClient.putObject(env.MINIO_BUCKET, storagePath, fileData.buffer, fileData.size, {
'Content-Type': fileData.mimeType,
});
const [fileRecord] = await db
.insert(files)
.values({
portId,
clientId: doc.clientId ?? null,
filename: fileData.originalName,
originalName: fileData.originalName,
mimeType: fileData.mimeType,
sizeBytes: String(fileData.size),
storagePath,
storageBucket: env.MINIO_BUCKET,
category: 'eoi',
uploadedBy: meta.userId,
})
.returning();
// Update document
await db
.update(documents)
.set({
signedFileId: fileRecord!.id,
status: 'completed',
isManualUpload: true,
updatedAt: new Date(),
})
.where(eq(documents.id, documentId));
// Update interest if linked and type is eoi
if (doc.interestId && doc.documentType === 'eoi') {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, doc.interestId),
});
await db
.update(interests)
.set({ eoiStatus: 'signed', dateEoiSigned: new Date(), updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
if (interest) {
void evaluateRule('eoi_signed', doc.interestId, portId, meta);
}
}
await db.insert(documentEvents).values({
documentId,
eventType: 'completed',
eventData: { isManualUpload: true, fileId: fileRecord!.id },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
newValue: { status: 'completed', isManualUpload: true },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:completed', { documentId });
// Notify creator about manual completion
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: meta.userId,
type: 'document_signed',
title: 'Document marked as signed',
description: `"${doc.title}" has been manually uploaded as signed`,
link: `/documents/${documentId}`,
entityType: 'document',
entityId: documentId,
dedupeKey: `document:${documentId}:completed`,
}),
);
return await getDocumentById(documentId, portId);
}
// ─── List Signers ─────────────────────────────────────────────────────────────
export async function listDocumentSigners(documentId: string, portId: string) {
await getDocumentById(documentId, portId); // verify access
return db.query.documentSigners.findMany({
where: eq(documentSigners.documentId, documentId),
orderBy: (ds, { asc }) => [asc(ds.signingOrder)],
});
}
// ─── List Events ──────────────────────────────────────────────────────────────
export async function listDocumentEvents(documentId: string, portId: string) {
await getDocumentById(documentId, portId); // verify access
return db.query.documentEvents.findMany({
where: eq(documentEvents.documentId, documentId),
orderBy: (de, { desc }) => [desc(de.createdAt)],
});
}
// ─── Webhook Handlers ─────────────────────────────────────────────────────────
export async function handleRecipientSigned(eventData: {
documentId: string;
recipientEmail: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
// Update signer status
const [signer] = await db
.update(documentSigners)
.set({ status: 'signed', signedAt: new Date() })
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
)
.returning();
// Update document to partially_signed if eoi type
if (doc.documentType === 'eoi' && doc.status === 'sent') {
await db
.update(documents)
.set({ status: 'partially_signed', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'signed',
signerId: signer?.id ?? null,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail },
});
emitToRoom(`port:${doc.portId}`, 'document:signer:signed', {
documentId: doc.id,
signerEmail: eventData.recipientEmail,
});
}
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
export async function handleDocumentCompleted(eventData: { documentId: string }) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
// BR-022: Download signed PDF and store in MinIO
const port = await db.query.ports.findFirst({ where: eq(ports.id, doc.portId) });
if (!port) {
logger.error({ portId: doc.portId }, 'Port not found during document completion');
return;
}
try {
const signedPdfBuffer = await downloadSignedPdf(eventData.documentId);
const fileId = crypto.randomUUID();
const storagePath = buildStoragePath(port.slug, 'eoi-signed', doc.id, fileId, 'pdf');
await minioClient.putObject(
env.MINIO_BUCKET,
storagePath,
signedPdfBuffer,
signedPdfBuffer.length,
{ 'Content-Type': 'application/pdf' },
);
const [fileRecord] = await db
.insert(files)
.values({
portId: doc.portId,
clientId: doc.clientId ?? null,
filename: `signed-${doc.id}.pdf`,
originalName: `signed-${doc.id}.pdf`,
mimeType: 'application/pdf',
sizeBytes: String(signedPdfBuffer.length),
storagePath,
storageBucket: env.MINIO_BUCKET,
category: 'eoi',
uploadedBy: 'system',
})
.returning();
await db
.update(documents)
.set({ status: 'completed', signedFileId: fileRecord!.id, updatedAt: new Date() })
.where(eq(documents.id, doc.id));
} catch (err) {
logger.error({ err, documentId: doc.id }, 'Failed to download/store signed PDF');
await db
.update(documents)
.set({ status: 'completed', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
}
// Update interest if eoi type
if (doc.interestId && doc.documentType === 'eoi') {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, doc.interestId),
});
await db
.update(interests)
.set({ eoiStatus: 'signed', dateEoiSigned: new Date(), updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
if (interest) {
void evaluateRule('eoi_signed', doc.interestId, doc.portId, {
userId: 'system',
portId: doc.portId,
ipAddress: '0.0.0.0',
userAgent: 'webhook',
});
}
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'completed',
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:completed', { documentId: doc.id });
// Notify the document creator about completion
if (doc.createdBy && doc.createdBy !== 'system') {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId: doc.portId,
userId: doc.createdBy!,
type: 'document_signed',
title: 'Document fully signed',
description: `"${doc.title}" has been signed by all parties`,
link: `/documents/${doc.id}`,
entityType: 'document',
entityId: doc.id,
dedupeKey: `document:${doc.id}:completed`,
}),
);
}
}
refactor(clients): drop deprecated yacht/company/proxy columns PR 13: now that all reads are migrated to the dedicated yacht / company / membership entities, drop the columns that mirrored them on `clients`: companyName, isProxy, proxyType, actualOwnerName, relationshipNotes, yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M}, berthSizeDesired. Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to apply. Caller cleanup (zero behavioral change to remaining flows): - Drops the legacy `generateEoi` flow entirely (route, service function, pdfme template, validator schema). The dual-path generate-and-sign service from PR 11 has fully replaced it; the route was no longer wired to the UI. - `clients.service`: company-name search column / WHERE / audit value removed; search now ranks by full name only. - `interests.service`: `resolveLeadCategory` reads dimensions from `yachts` via `interest.yachtId` instead of the dropped `client.yachtLength{Ft,M}`. - `record-export`: client-summary now lists yachts via owner-side lookup (direct + active company memberships); interest-summary fetches yacht via `interest.yachtId`. Both PDF templates updated to read yacht details from the new entity. - `client-detail-header`, `client-picker`, `command-search`, `search-result-item`, `use-search` hook, `types/domain.ts`, `search.service` — drop the companyName badge / sub-label / typed field everywhere it was rendered or fetched. - `ai.ts` worker: drop the company / yacht context lines from the prompt (will be re-added later sourced from the new entities). - `validators/interests.ts`: remove the deprecated public-form flat yacht/company fields. The route already ignores them. - `factories.ts`: drop the `isProxy: false` default. Tests: 652/652 green; type-check clean. The `security-sensitive-data` tests use `companyName` / `isProxy` as arbitrary record keys for a generic util — left unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
export async function handleDocumentExpired(eventData: { documentId: string }) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
await db
.update(documents)
.set({ status: 'expired', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'expired', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'expired',
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:expired', { documentId: doc.id });
}
export async function handleDocumentOpened(eventData: {
documentId: string;
recipientEmail: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
const [signer] = await db
.select()
.from(documentSigners)
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
);
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'viewed',
signerId: signer?.id ?? null,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail },
});
emitToRoom(`port:${doc.portId}`, 'document:signer:opened', {
documentId: doc.id,
signerEmail: eventData.recipientEmail,
});
}
export async function handleDocumentRejected(eventData: {
documentId: string;
recipientEmail?: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
let signerId: string | null = null;
if (eventData.recipientEmail) {
const [signer] = await db
.update(documentSigners)
.set({ status: 'declined' })
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
)
.returning();
signerId = signer?.id ?? null;
}
await db
.update(documents)
.set({ status: 'rejected', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'rejected', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'rejected',
signerId,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail ?? null },
});
emitToRoom(`port:${doc.portId}`, 'document:rejected', {
documentId: doc.id,
signerEmail: eventData.recipientEmail ?? null,
});
}
export async function handleDocumentCancelled(eventData: {
documentId: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
await db
.update(documents)
.set({ status: 'cancelled', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'cancelled', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'cancelled',
signatureHash: eventData.signatureHash ?? null,
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:cancelled', { documentId: doc.id });
}
// ─── Phase A: hub + wizard surface (PR1 skeletons; bodies land in PRs 4-6) ────
export interface DocumentDetailWatcher {
userId: string;
addedBy: string;
addedAt: Date;
}
export interface DocumentDetail {
document: typeof documents.$inferSelect;
signers: (typeof documentSigners.$inferSelect)[];
events: (typeof documentEvents.$inferSelect)[];
watchers: DocumentDetailWatcher[];
}
/**
* Single-roundtrip aggregator for the document detail page (PR5).
* Returns the document plus all signers, events (newest first), and watchers.
* Throws NotFoundError if the document is not in `portId`.
*/
export async function getDocumentDetail(id: string, portId: string): Promise<DocumentDetail> {
const document = await getDocumentById(id, portId);
const [signers, events, watchers] = await Promise.all([
db.query.documentSigners.findMany({
where: eq(documentSigners.documentId, id),
orderBy: (ds, { asc }) => [asc(ds.signingOrder)],
}),
db.query.documentEvents.findMany({
where: eq(documentEvents.documentId, id),
orderBy: (de, { desc }) => [desc(de.createdAt)],
}),
db
.select({
userId: documentWatchers.userId,
addedBy: documentWatchers.addedBy,
addedAt: documentWatchers.addedAt,
})
.from(documentWatchers)
.where(eq(documentWatchers.documentId, id)),
]);
return { document, signers, events, watchers };
}
/**
* User-initiated cancel of an in-flight document. Voids the doc in Documenso
* (when present), updates DB status, logs an event, emits socket. Webhook
* receiver also handles documenso-initiated cancellations via
* `handleDocumentCancelled`.
*
* The actual Documenso void call lands in PR2 (`documenso-client.voidDocument`);
* this skeleton updates DB state only.
*/
export async function cancelDocument(
documentId: string,
portId: string,
meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
const existing = await getDocumentById(documentId, portId);
if (['completed', 'cancelled', 'rejected'].includes(existing.status)) {
throw new ConflictError(`Document is already ${existing.status}`);
}
// PR2 will wire the Documenso void here.
const [updated] = await db
.update(documents)
.set({ status: 'cancelled', updatedAt: new Date() })
.where(and(eq(documents.id, documentId), eq(documents.portId, portId)))
.returning();
await db.insert(documentEvents).values({
documentId,
eventType: 'cancelled',
eventData: { initiatedBy: meta.userId },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
oldValue: { status: existing.status },
newValue: { status: 'cancelled' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:cancelled', { documentId });
return updated!;
}
/**
* Returns prefilled email composer payload for the "Email signed PDF to all
* signatories" action on the document detail page.
*
* Available for `status='completed' && signedFileId !== null`.
*
* Body content (from per-port `signed_doc_completion` template), full
* sender-resolution, and watcher-cc helpers land alongside PR8 (email
* composer with attachments). For PR1 this returns the minimal correct
* recipients + auto-attachment shape so detail-page integration tests can
* assert against it.
*/
export interface ComposeSignedDocEmailResult {
to: string[];
cc: string[];
subject: string;
body: string;
attachments: Array<{ fileId: string; filename?: string }>;
defaultSenderType: 'system' | 'user';
}
export async function composeSignedDocEmail(
documentId: string,
portId: string,
): Promise<ComposeSignedDocEmailResult> {
const doc = await getDocumentById(documentId, portId);
if (doc.status !== 'completed') {
throw new ConflictError('Document is not completed');
}
if (!doc.signedFileId) {
throw new ValidationError('Document has no signed PDF');
}
const signers = await db
.select({ email: documentSigners.signerEmail })
.from(documentSigners)
.where(eq(documentSigners.documentId, documentId));
const dedupedRecipients = Array.from(new Set(signers.map((s) => s.email)));
return {
to: dedupedRecipients,
cc: [],
subject: `Signed ${doc.documentType.replace(/_/g, ' ')}${doc.title}`,
body: '',
attachments: [{ fileId: doc.signedFileId }],
defaultSenderType: 'system',
};
}
/**
* Skeleton for the create-document wizard entry point (PR6).
*
* Dispatches across the three pathways:
* - 'documenso-template' render + sign in Documenso
* - 'inapp' render PDF locally (html / pdf_form / pdf_overlay), upload to Documenso
* - 'upload' admin-supplied PDF, upload to Documenso, auto-place signature fields
*
* The full implementation lands in PR6 once the wizard validator + new
* template formats ship; PR1 only fixes the public surface.
*/
export async function createFromWizard(
_portId: string,
_data: unknown,
_meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
throw new Error('createFromWizard not yet implemented (Phase A PR6)');
}
/**
* Skeleton for the upload-driven creation path (PR6).
*
* Stores a port-uploaded PDF in MinIO via the files service, mirrors a row
* into `documents` + `documentSigners`, calls Documenso `createDocument`
* with the buffer, optionally calls `sendDocument` when `sendImmediately`.
*/
export async function createFromUpload(
_portId: string,
_data: unknown,
_meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
throw new Error('createFromUpload not yet implemented (Phase A PR6)');
}