Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { and, eq } from 'drizzle-orm';
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import { db } from '@/lib/db';
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2026-04-28 02:12:05 +02:00
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import {
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documents,
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documentSigners,
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documentEvents,
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documentWatchers,
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files,
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} from '@/lib/db/schema/documents';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { interests } from '@/lib/db/schema/interests';
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import { clients } from '@/lib/db/schema/clients';
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import { ports } from '@/lib/db/schema/ports';
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import { buildListQuery } from '@/lib/db/query-builder';
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import { createAuditLog } from '@/lib/audit';
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import { diffEntity } from '@/lib/entity-diff';
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import { NotFoundError, ValidationError, ConflictError } from '@/lib/errors';
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import { emitToRoom } from '@/lib/socket/server';
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2026-03-26 12:06:18 +01:00
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import { minioClient, buildStoragePath } from '@/lib/minio';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { env } from '@/lib/env';
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import { logger } from '@/lib/logger';
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import { evaluateRule } from '@/lib/services/berth-rules-engine';
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import {
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createDocument as documensoCreate,
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sendDocument as documensoSend,
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downloadSignedPdf,
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} from '@/lib/services/documenso-client';
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import type {
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CreateDocumentInput,
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UpdateDocumentInput,
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ListDocumentsInput,
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} from '@/lib/validators/documents';
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// ─── Types ────────────────────────────────────────────────────────────────────
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interface AuditMeta {
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userId: string;
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portId: string;
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ipAddress: string;
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userAgent: string;
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}
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// ─── List ─────────────────────────────────────────────────────────────────────
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export async function listDocuments(portId: string, query: ListDocumentsInput) {
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const { page, limit, sort, order, search, interestId, clientId, documentType, status } = query;
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const filters = [];
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if (interestId) filters.push(eq(documents.interestId, interestId));
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if (clientId) filters.push(eq(documents.clientId, clientId));
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if (documentType) filters.push(eq(documents.documentType, documentType));
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if (status) filters.push(eq(documents.status, status));
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const sortColumn =
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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
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sort === 'title'
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? documents.title
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: sort === 'status'
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? documents.status
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: sort === 'documentType'
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? documents.documentType
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: documents.createdAt;
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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return buildListQuery({
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table: documents,
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portIdColumn: documents.portId,
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portId,
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idColumn: documents.id,
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updatedAtColumn: documents.updatedAt,
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searchColumns: [documents.title],
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searchTerm: search,
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filters,
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sort: sort ? { column: sortColumn, direction: order } : undefined,
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page,
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pageSize: limit,
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});
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}
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// ─── Get by ID ────────────────────────────────────────────────────────────────
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export async function getDocumentById(id: string, portId: string) {
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const doc = await db.query.documents.findFirst({
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where: and(eq(documents.id, id), eq(documents.portId, portId)),
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with: { signers: true },
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});
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if (!doc) throw new NotFoundError('Document');
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return doc;
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}
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// ─── Create ───────────────────────────────────────────────────────────────────
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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
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export async function createDocument(portId: string, data: CreateDocumentInput, meta: AuditMeta) {
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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const [doc] = await db
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.insert(documents)
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.values({
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portId,
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interestId: data.interestId ?? null,
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clientId: data.clientId ?? null,
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documentType: data.documentType,
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title: data.title,
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notes: data.notes ?? null,
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status: 'draft',
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createdBy: meta.userId,
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})
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.returning();
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'create',
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entityType: 'document',
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entityId: doc!.id,
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newValue: { documentType: doc!.documentType, title: doc!.title },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'document:created', { documentId: doc!.id });
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return doc!;
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}
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// ─── Update ───────────────────────────────────────────────────────────────────
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export async function updateDocument(
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id: string,
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portId: string,
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data: UpdateDocumentInput,
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meta: AuditMeta,
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) {
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const existing = await getDocumentById(id, portId);
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const updates: Partial<typeof documents.$inferInsert> = {};
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if (data.title !== undefined) updates.title = data.title;
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if (data.notes !== undefined) updates.notes = data.notes;
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if (data.status !== undefined) updates.status = data.status;
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updates.updatedAt = new Date();
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const [updated] = await db
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.update(documents)
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.set(updates)
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.where(and(eq(documents.id, id), eq(documents.portId, portId)))
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.returning();
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2026-03-26 12:06:18 +01:00
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diffEntity(existing, updated!);
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'update',
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entityType: 'document',
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entityId: id,
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oldValue: existing as unknown as Record<string, unknown>,
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newValue: updated as unknown as Record<string, unknown>,
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'document:updated', { documentId: id });
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return updated!;
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}
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// ─── Delete ───────────────────────────────────────────────────────────────────
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export async function deleteDocument(id: string, portId: string, meta: AuditMeta) {
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const existing = await getDocumentById(id, portId);
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if (['sent', 'partially_signed'].includes(existing.status)) {
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throw new ConflictError('Cannot delete a document that is currently in signing process');
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}
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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
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|
await db.delete(documents).where(and(eq(documents.id, id), eq(documents.portId, portId)));
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'delete',
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entityType: 'document',
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entityId: id,
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oldValue: { title: existing.title, status: existing.status },
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'document:deleted', { documentId: id });
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}
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// ─── Send for Signing (BR-021) ────────────────────────────────────────────────
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export async function sendForSigning(documentId: string, portId: string, meta: AuditMeta) {
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const doc = await getDocumentById(documentId, portId);
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if (!doc.fileId) throw new ValidationError('Document has no associated file');
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if (doc.status !== 'draft') throw new ConflictError('Document is not in draft status');
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// Fetch interest + client to build signers
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const interest = doc.interestId
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? await db.query.interests.findFirst({ where: eq(interests.id, doc.interestId) })
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: null;
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const client = doc.clientId
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? await db.query.clients.findFirst({
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where: eq(clients.id, doc.clientId),
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with: { contacts: true },
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})
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: null;
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if (!client) throw new ValidationError('Document has no associated client');
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|
|
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');
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
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,
|
|
|
|
|
},
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
]);
|
|
|
|
|
|
|
|
|
|
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,
|
|
|
|
|
});
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
|
|
|
|
|
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,
|
|
|
|
|
});
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
|
|
|
|
|
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 }) {
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
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 }) {
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
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:${doc.portId}`, 'document:expired', { documentId: doc.id });
|
|
|
|
|
}
|
2026-04-27 13:46:48 +02:00
|
|
|
|
|
|
|
|
export async function handleDocumentOpened(eventData: {
|
|
|
|
|
documentId: string;
|
|
|
|
|
recipientEmail: string;
|
|
|
|
|
signatureHash?: string;
|
|
|
|
|
}) {
|
|
|
|
|
const doc = await db.query.documents.findFirst({
|
|
|
|
|
where: eq(documents.documensoId, eventData.documentId),
|
|
|
|
|
});
|
|
|
|
|
if (!doc) {
|
|
|
|
|
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const [signer] = await db
|
|
|
|
|
.select()
|
|
|
|
|
.from(documentSigners)
|
|
|
|
|
.where(
|
|
|
|
|
and(
|
|
|
|
|
eq(documentSigners.documentId, doc.id),
|
|
|
|
|
eq(documentSigners.signerEmail, eventData.recipientEmail),
|
|
|
|
|
),
|
|
|
|
|
);
|
|
|
|
|
|
|
|
|
|
await db.insert(documentEvents).values({
|
|
|
|
|
documentId: doc.id,
|
|
|
|
|
eventType: 'viewed',
|
|
|
|
|
signerId: signer?.id ?? null,
|
|
|
|
|
signatureHash: eventData.signatureHash ?? null,
|
|
|
|
|
eventData: { recipientEmail: eventData.recipientEmail },
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${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 });
|
|
|
|
|
}
|
2026-04-28 02:12:05 +02:00
|
|
|
|
|
|
|
|
// ─── 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)');
|
|
|
|
|
}
|