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
|
|
|
import { and, eq } from 'drizzle-orm';
|
|
|
|
|
|
|
|
|
|
import { db } from '@/lib/db';
|
|
|
|
|
import { documentTemplates, documents, files } from '@/lib/db/schema/documents';
|
|
|
|
|
import { clients, clientContacts } from '@/lib/db/schema/clients';
|
|
|
|
|
import { interests } from '@/lib/db/schema/interests';
|
|
|
|
|
import { berths } from '@/lib/db/schema/berths';
|
|
|
|
|
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 } 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 { generatePdf } from '@/lib/pdf/generate';
|
|
|
|
|
import { createDocument as documensoCreate, sendDocument as documensoSend } from '@/lib/services/documenso-client';
|
|
|
|
|
import { sendEmail } from '@/lib/email';
|
|
|
|
|
import type {
|
|
|
|
|
CreateTemplateInput,
|
|
|
|
|
UpdateTemplateInput,
|
|
|
|
|
ListTemplatesInput,
|
|
|
|
|
GenerateInput,
|
|
|
|
|
GenerateAndSignInput,
|
|
|
|
|
} from '@/lib/validators/document-templates';
|
|
|
|
|
|
|
|
|
|
// ─── Types ────────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
interface AuditMeta {
|
|
|
|
|
userId: string;
|
|
|
|
|
portId: string;
|
|
|
|
|
ipAddress: string;
|
|
|
|
|
userAgent: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Merge Field Definitions ──────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
const MERGE_FIELDS: Record<string, Array<{ token: string; label: string; required: boolean }>> = {
|
|
|
|
|
client: [
|
|
|
|
|
{ token: '{{client.fullName}}', label: 'Client Full Name', required: true },
|
|
|
|
|
{ token: '{{client.companyName}}', label: 'Company Name', required: false },
|
|
|
|
|
{ token: '{{client.email}}', label: 'Primary Email', required: false },
|
|
|
|
|
{ token: '{{client.phone}}', label: 'Primary Phone', required: false },
|
|
|
|
|
{ token: '{{client.nationality}}', label: 'Nationality', required: false },
|
|
|
|
|
{ token: '{{client.yachtName}}', label: 'Yacht Name', required: false },
|
|
|
|
|
{ token: '{{client.yachtLengthFt}}', label: 'Yacht Length (ft)', required: false },
|
|
|
|
|
{ token: '{{client.yachtLengthM}}', label: 'Yacht Length (m)', required: false },
|
|
|
|
|
{ token: '{{client.yachtWidthFt}}', label: 'Yacht Beam (ft)', required: false },
|
|
|
|
|
{ token: '{{client.yachtDraftFt}}', label: 'Yacht Draft (ft)', required: false },
|
|
|
|
|
{ token: '{{client.source}}', label: 'Lead Source', required: false },
|
|
|
|
|
],
|
|
|
|
|
interest: [
|
|
|
|
|
{ token: '{{interest.stage}}', label: 'Pipeline Stage', required: false },
|
|
|
|
|
{ token: '{{interest.leadCategory}}', label: 'Lead Category', required: false },
|
|
|
|
|
{ token: '{{interest.berthNumber}}', label: 'Berth Number', required: false },
|
|
|
|
|
{ token: '{{interest.eoiStatus}}', label: 'EOI Status', required: false },
|
|
|
|
|
{ token: '{{interest.dateFirstContact}}', label: 'Date First Contact', required: false },
|
|
|
|
|
{ token: '{{interest.dateEoiSigned}}', label: 'Date EOI Signed', required: false },
|
|
|
|
|
{ token: '{{interest.dateContractSigned}}', label: 'Date Contract Signed', required: false },
|
|
|
|
|
{ token: '{{interest.notes}}', label: 'Interest Notes', required: false },
|
|
|
|
|
],
|
|
|
|
|
berth: [
|
|
|
|
|
{ token: '{{berth.mooringNumber}}', label: 'Mooring Number', required: true },
|
|
|
|
|
{ token: '{{berth.area}}', label: 'Area', required: false },
|
|
|
|
|
{ token: '{{berth.status}}', label: 'Berth Status', required: false },
|
|
|
|
|
{ token: '{{berth.price}}', label: 'Price', required: false },
|
|
|
|
|
{ token: '{{berth.priceCurrency}}', label: 'Price Currency', required: false },
|
|
|
|
|
{ token: '{{berth.lengthFt}}', label: 'Length (ft)', required: false },
|
|
|
|
|
{ token: '{{berth.widthFt}}', label: 'Beam (ft)', required: false },
|
|
|
|
|
{ token: '{{berth.tenureType}}', label: 'Tenure Type', required: false },
|
|
|
|
|
{ token: '{{berth.tenureYears}}', label: 'Tenure Years', required: false },
|
|
|
|
|
],
|
|
|
|
|
port: [
|
|
|
|
|
{ token: '{{port.name}}', label: 'Port Name', required: false },
|
|
|
|
|
{ token: '{{port.defaultCurrency}}', label: 'Default Currency', required: false },
|
|
|
|
|
],
|
|
|
|
|
date: [
|
|
|
|
|
{ token: '{{date.today}}', label: "Today's Date", required: false },
|
|
|
|
|
{ token: '{{date.year}}', label: 'Current Year', required: false },
|
|
|
|
|
],
|
|
|
|
|
};
|
|
|
|
|
|
|
|
|
|
export function getMergeFields(): typeof MERGE_FIELDS {
|
|
|
|
|
return MERGE_FIELDS;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── List ─────────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function listTemplates(portId: string, query: ListTemplatesInput) {
|
|
|
|
|
const { page, limit, sort, order, search, templateType, isActive } = query;
|
|
|
|
|
|
|
|
|
|
const filters = [];
|
|
|
|
|
|
|
|
|
|
if (templateType) {
|
|
|
|
|
filters.push(eq(documentTemplates.templateType, templateType));
|
|
|
|
|
}
|
|
|
|
|
if (isActive !== undefined) {
|
|
|
|
|
filters.push(eq(documentTemplates.isActive, isActive));
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const sortColumn =
|
|
|
|
|
sort === 'name' ? documentTemplates.name :
|
|
|
|
|
sort === 'templateType' ? documentTemplates.templateType :
|
|
|
|
|
sort === 'createdAt' ? documentTemplates.createdAt :
|
|
|
|
|
documentTemplates.updatedAt;
|
|
|
|
|
|
|
|
|
|
return buildListQuery({
|
|
|
|
|
table: documentTemplates,
|
|
|
|
|
portIdColumn: documentTemplates.portId,
|
|
|
|
|
portId,
|
|
|
|
|
idColumn: documentTemplates.id,
|
|
|
|
|
updatedAtColumn: documentTemplates.updatedAt,
|
|
|
|
|
searchColumns: [documentTemplates.name],
|
|
|
|
|
searchTerm: search,
|
|
|
|
|
filters,
|
|
|
|
|
sort: { column: sortColumn, direction: order },
|
|
|
|
|
page,
|
|
|
|
|
pageSize: limit,
|
|
|
|
|
});
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Get by ID ────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function getTemplateById(id: string, portId: string) {
|
|
|
|
|
const template = await db.query.documentTemplates.findFirst({
|
|
|
|
|
where: eq(documentTemplates.id, id),
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (!template || template.portId !== portId) {
|
|
|
|
|
throw new NotFoundError('Document template');
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
return template;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Create ───────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function createTemplate(portId: string, data: CreateTemplateInput, meta: AuditMeta) {
|
|
|
|
|
const [template] = await db
|
|
|
|
|
.insert(documentTemplates)
|
|
|
|
|
.values({
|
|
|
|
|
portId,
|
|
|
|
|
name: data.name,
|
|
|
|
|
description: data.description ?? null,
|
|
|
|
|
templateType: data.templateType,
|
|
|
|
|
bodyHtml: data.bodyHtml,
|
|
|
|
|
mergeFields: data.mergeFields ?? [],
|
|
|
|
|
isActive: data.isActive ?? true,
|
|
|
|
|
createdBy: meta.userId,
|
|
|
|
|
})
|
|
|
|
|
.returning();
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'create',
|
|
|
|
|
entityType: 'documentTemplate',
|
|
|
|
|
entityId: template!.id,
|
|
|
|
|
newValue: { name: template!.name, templateType: template!.templateType },
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${portId}`, 'documentTemplate:created', { templateId: template!.id });
|
|
|
|
|
|
|
|
|
|
return template!;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Update ───────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function updateTemplate(
|
|
|
|
|
id: string,
|
|
|
|
|
portId: string,
|
|
|
|
|
data: UpdateTemplateInput,
|
|
|
|
|
meta: AuditMeta,
|
|
|
|
|
) {
|
|
|
|
|
const existing = await getTemplateById(id, portId);
|
|
|
|
|
|
|
|
|
|
const { diff } = diffEntity(
|
|
|
|
|
existing as Record<string, unknown>,
|
|
|
|
|
data as Record<string, unknown>,
|
|
|
|
|
);
|
|
|
|
|
|
|
|
|
|
const [updated] = await db
|
|
|
|
|
.update(documentTemplates)
|
|
|
|
|
.set({ ...data, updatedAt: new Date() })
|
|
|
|
|
.where(and(eq(documentTemplates.id, id), eq(documentTemplates.portId, portId)))
|
|
|
|
|
.returning();
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'update',
|
|
|
|
|
entityType: 'documentTemplate',
|
|
|
|
|
entityId: id,
|
|
|
|
|
oldValue: diff as Record<string, unknown>,
|
|
|
|
|
newValue: data as Record<string, unknown>,
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${portId}`, 'documentTemplate:updated', { templateId: id });
|
|
|
|
|
|
|
|
|
|
return updated!;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Delete ───────────────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function deleteTemplate(id: string, portId: string, meta: AuditMeta) {
|
|
|
|
|
const existing = await getTemplateById(id, portId);
|
|
|
|
|
|
|
|
|
|
await db
|
|
|
|
|
.delete(documentTemplates)
|
|
|
|
|
.where(and(eq(documentTemplates.id, id), eq(documentTemplates.portId, portId)));
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'delete',
|
|
|
|
|
entityType: 'documentTemplate',
|
|
|
|
|
entityId: id,
|
|
|
|
|
oldValue: { name: existing.name, templateType: existing.templateType },
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${portId}`, 'documentTemplate:deleted', { templateId: id });
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Resolve Template ─────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
* Interpolates all {{entity.field}} tokens in the template body HTML.
|
|
|
|
|
* BR-140: Required merge fields with no value throw ValidationError.
|
|
|
|
|
*/
|
|
|
|
|
export async function resolveTemplate(
|
|
|
|
|
templateId: string,
|
|
|
|
|
context: {
|
|
|
|
|
clientId?: string;
|
|
|
|
|
interestId?: string;
|
|
|
|
|
berthId?: string;
|
|
|
|
|
portId: string;
|
|
|
|
|
},
|
|
|
|
|
): Promise<string> {
|
|
|
|
|
const template = await getTemplateById(templateId, context.portId);
|
|
|
|
|
|
|
|
|
|
// Build token→value map from context
|
|
|
|
|
const tokenMap: Record<string, string> = {};
|
|
|
|
|
|
|
|
|
|
// Date tokens
|
|
|
|
|
const now = new Date();
|
|
|
|
|
tokenMap['{{date.today}}'] = now.toLocaleDateString('en-GB');
|
|
|
|
|
tokenMap['{{date.year}}'] = String(now.getFullYear());
|
|
|
|
|
|
|
|
|
|
// Port tokens
|
|
|
|
|
const port = await db.query.ports.findFirst({ where: eq(ports.id, context.portId) });
|
|
|
|
|
if (port) {
|
|
|
|
|
tokenMap['{{port.name}}'] = port.name;
|
|
|
|
|
tokenMap['{{port.defaultCurrency}}'] = port.defaultCurrency;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Client tokens
|
|
|
|
|
if (context.clientId) {
|
|
|
|
|
const client = await db.query.clients.findFirst({
|
|
|
|
|
where: eq(clients.id, context.clientId),
|
|
|
|
|
});
|
|
|
|
|
if (client && client.portId === context.portId) {
|
|
|
|
|
const contactList = await db.query.clientContacts.findMany({
|
|
|
|
|
where: eq(clientContacts.clientId, context.clientId),
|
|
|
|
|
orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
|
|
|
|
|
});
|
|
|
|
|
const emailContact = contactList.find((c) => c.channel === 'email');
|
|
|
|
|
const phoneContact = contactList.find((c) => c.channel === 'phone' || c.channel === 'whatsapp');
|
|
|
|
|
|
|
|
|
|
tokenMap['{{client.fullName}}'] = client.fullName ?? '';
|
|
|
|
|
tokenMap['{{client.companyName}}'] = client.companyName ?? '';
|
|
|
|
|
tokenMap['{{client.email}}'] = emailContact?.value ?? '';
|
|
|
|
|
tokenMap['{{client.phone}}'] = phoneContact?.value ?? '';
|
|
|
|
|
tokenMap['{{client.nationality}}'] = client.nationality ?? '';
|
|
|
|
|
tokenMap['{{client.yachtName}}'] = client.yachtName ?? '';
|
|
|
|
|
tokenMap['{{client.yachtLengthFt}}'] = client.yachtLengthFt ? String(client.yachtLengthFt) : '';
|
|
|
|
|
tokenMap['{{client.yachtLengthM}}'] = client.yachtLengthM ? String(client.yachtLengthM) : '';
|
|
|
|
|
tokenMap['{{client.yachtWidthFt}}'] = client.yachtWidthFt ? String(client.yachtWidthFt) : '';
|
|
|
|
|
tokenMap['{{client.yachtDraftFt}}'] = client.yachtDraftFt ? String(client.yachtDraftFt) : '';
|
|
|
|
|
tokenMap['{{client.source}}'] = client.source ?? '';
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Interest tokens
|
|
|
|
|
if (context.interestId) {
|
|
|
|
|
const interest = await db.query.interests.findFirst({
|
|
|
|
|
where: eq(interests.id, context.interestId),
|
|
|
|
|
});
|
|
|
|
|
if (interest && interest.portId === context.portId) {
|
|
|
|
|
tokenMap['{{interest.stage}}'] = interest.pipelineStage ?? '';
|
|
|
|
|
tokenMap['{{interest.leadCategory}}'] = interest.leadCategory ?? '';
|
|
|
|
|
tokenMap['{{interest.eoiStatus}}'] = interest.eoiStatus ?? '';
|
|
|
|
|
tokenMap['{{interest.dateFirstContact}}'] = interest.dateFirstContact
|
|
|
|
|
? new Date(interest.dateFirstContact).toLocaleDateString('en-GB')
|
|
|
|
|
: '';
|
|
|
|
|
tokenMap['{{interest.dateEoiSigned}}'] = interest.dateEoiSigned
|
|
|
|
|
? new Date(interest.dateEoiSigned).toLocaleDateString('en-GB')
|
|
|
|
|
: '';
|
|
|
|
|
tokenMap['{{interest.dateContractSigned}}'] = interest.dateContractSigned
|
|
|
|
|
? new Date(interest.dateContractSigned).toLocaleDateString('en-GB')
|
|
|
|
|
: '';
|
|
|
|
|
tokenMap['{{interest.notes}}'] = interest.notes ?? '';
|
|
|
|
|
// Berth number from interest if berthId not separately provided
|
|
|
|
|
if (interest.berthId && !context.berthId) {
|
|
|
|
|
const interestBerth = await db.query.berths.findFirst({
|
|
|
|
|
where: eq(berths.id, interest.berthId),
|
|
|
|
|
});
|
|
|
|
|
tokenMap['{{interest.berthNumber}}'] = interestBerth?.mooringNumber ?? '';
|
|
|
|
|
tokenMap['{{berth.mooringNumber}}'] = interestBerth?.mooringNumber ?? '';
|
|
|
|
|
} else {
|
|
|
|
|
tokenMap['{{interest.berthNumber}}'] = context.berthId
|
|
|
|
|
? tokenMap['{{berth.mooringNumber}}'] ?? ''
|
|
|
|
|
: '';
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Berth tokens
|
|
|
|
|
if (context.berthId) {
|
|
|
|
|
const berth = await db.query.berths.findFirst({
|
|
|
|
|
where: eq(berths.id, context.berthId),
|
|
|
|
|
});
|
|
|
|
|
if (berth && berth.portId === context.portId) {
|
|
|
|
|
tokenMap['{{berth.mooringNumber}}'] = berth.mooringNumber;
|
|
|
|
|
tokenMap['{{berth.area}}'] = berth.area ?? '';
|
|
|
|
|
tokenMap['{{berth.status}}'] = berth.status;
|
|
|
|
|
tokenMap['{{berth.price}}'] = berth.price ? String(berth.price) : '';
|
|
|
|
|
tokenMap['{{berth.priceCurrency}}'] = berth.priceCurrency;
|
|
|
|
|
tokenMap['{{berth.lengthFt}}'] = berth.lengthFt ? String(berth.lengthFt) : '';
|
|
|
|
|
tokenMap['{{berth.widthFt}}'] = berth.widthFt ? String(berth.widthFt) : '';
|
|
|
|
|
tokenMap['{{berth.tenureType}}'] = berth.tenureType;
|
|
|
|
|
tokenMap['{{berth.tenureYears}}'] = berth.tenureYears ? String(berth.tenureYears) : '';
|
|
|
|
|
tokenMap['{{interest.berthNumber}}'] = berth.mooringNumber;
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// BR-140: Check required merge fields have values
|
|
|
|
|
const missing: string[] = [];
|
2026-03-26 12:06:18 +01:00
|
|
|
for (const [, fields] of Object.entries(MERGE_FIELDS)) {
|
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
|
|
|
for (const field of fields) {
|
|
|
|
|
if (field.required) {
|
|
|
|
|
const value = tokenMap[field.token];
|
|
|
|
|
if (value !== undefined && value.trim() === '') {
|
|
|
|
|
missing.push(field.label);
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
if (missing.length > 0) {
|
|
|
|
|
throw new ValidationError(
|
|
|
|
|
`Missing required merge field values: ${missing.join(', ')}`,
|
|
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Interpolate all tokens
|
|
|
|
|
let resolved = template.bodyHtml;
|
|
|
|
|
for (const [token, value] of Object.entries(tokenMap)) {
|
|
|
|
|
// Escape token for use in regex
|
|
|
|
|
const escaped = token.replace(/[{}]/g, '\\$&');
|
|
|
|
|
resolved = resolved.replace(new RegExp(escaped, 'g'), value);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
return resolved;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Generate From Template ───────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
* BR-142: Resolve template → HTML → PDF. Store in MinIO + create file/document records.
|
|
|
|
|
*/
|
|
|
|
|
export async function generateFromTemplate(
|
|
|
|
|
templateId: string,
|
|
|
|
|
portId: string,
|
|
|
|
|
context: GenerateInput,
|
|
|
|
|
meta: AuditMeta,
|
2026-03-26 12:06:18 +01:00
|
|
|
): Promise<{ document: unknown; file: unknown }> {
|
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 template = await getTemplateById(templateId, portId);
|
|
|
|
|
|
|
|
|
|
const resolvedHtml = await resolveTemplate(templateId, { ...context, portId });
|
|
|
|
|
|
|
|
|
|
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
|
|
|
|
|
|
|
|
|
|
// Wrap HTML in a minimal full-page document for pdfme text block
|
|
|
|
|
const wrappedContent = resolvedHtml
|
|
|
|
|
.replace(/<[^>]+>/g, ' ') // strip HTML tags for plain-text PDF rendering
|
|
|
|
|
.replace(/\s+/g, ' ')
|
|
|
|
|
.trim();
|
|
|
|
|
|
|
|
|
|
// Use a simple single-field pdfme template for the HTML body
|
|
|
|
|
const pdfTemplate = {
|
2026-03-26 12:06:18 +01:00
|
|
|
basePdf: 'BLANK_PDF' as unknown as 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
|
|
|
schemas: [
|
|
|
|
|
[
|
|
|
|
|
{
|
|
|
|
|
name: 'portName',
|
|
|
|
|
type: 'text' as const,
|
|
|
|
|
position: { x: 20, y: 15 },
|
|
|
|
|
width: 170,
|
|
|
|
|
height: 10,
|
|
|
|
|
fontSize: 14,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
name: 'body',
|
|
|
|
|
type: 'text' as const,
|
|
|
|
|
position: { x: 20, y: 30 },
|
|
|
|
|
width: 170,
|
|
|
|
|
height: 230,
|
|
|
|
|
fontSize: 9,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
name: 'generatedAt',
|
|
|
|
|
type: 'text' as const,
|
|
|
|
|
position: { x: 20, y: 275 },
|
|
|
|
|
width: 170,
|
|
|
|
|
height: 6,
|
|
|
|
|
fontSize: 7,
|
|
|
|
|
},
|
|
|
|
|
],
|
|
|
|
|
],
|
|
|
|
|
};
|
|
|
|
|
|
|
|
|
|
const pdfBytes = await generatePdf(pdfTemplate, [
|
|
|
|
|
{
|
|
|
|
|
portName: `${port?.name ?? 'Port Nimara'} — ${template.name}`,
|
|
|
|
|
body: wrappedContent,
|
|
|
|
|
generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
|
|
|
|
|
},
|
|
|
|
|
]);
|
|
|
|
|
|
|
|
|
|
// Store in MinIO
|
|
|
|
|
const fileId = crypto.randomUUID();
|
|
|
|
|
const storagePath = buildStoragePath(
|
|
|
|
|
port?.slug ?? portId,
|
|
|
|
|
'document-templates',
|
|
|
|
|
templateId,
|
|
|
|
|
fileId,
|
|
|
|
|
'pdf',
|
|
|
|
|
);
|
|
|
|
|
|
|
|
|
|
await minioClient.putObject(
|
|
|
|
|
env.MINIO_BUCKET,
|
|
|
|
|
storagePath,
|
|
|
|
|
Buffer.from(pdfBytes),
|
|
|
|
|
pdfBytes.byteLength,
|
|
|
|
|
{ 'Content-Type': 'application/pdf' },
|
|
|
|
|
);
|
|
|
|
|
|
|
|
|
|
// Create file record
|
|
|
|
|
const [fileRecord] = await db
|
|
|
|
|
.insert(files)
|
|
|
|
|
.values({
|
|
|
|
|
portId,
|
|
|
|
|
clientId: context.clientId ?? null,
|
|
|
|
|
filename: `${template.name.toLowerCase().replace(/\s+/g, '-')}.pdf`,
|
|
|
|
|
originalName: `${template.name}.pdf`,
|
|
|
|
|
mimeType: 'application/pdf',
|
|
|
|
|
sizeBytes: String(pdfBytes.byteLength),
|
|
|
|
|
storagePath,
|
|
|
|
|
storageBucket: env.MINIO_BUCKET,
|
|
|
|
|
category: 'correspondence',
|
|
|
|
|
uploadedBy: meta.userId,
|
|
|
|
|
})
|
|
|
|
|
.returning();
|
|
|
|
|
|
|
|
|
|
// Create document record
|
|
|
|
|
const [documentRecord] = await db
|
|
|
|
|
.insert(documents)
|
|
|
|
|
.values({
|
|
|
|
|
portId,
|
|
|
|
|
clientId: context.clientId ?? null,
|
|
|
|
|
interestId: context.interestId ?? null,
|
|
|
|
|
documentType: template.templateType,
|
|
|
|
|
title: template.name,
|
|
|
|
|
status: 'draft',
|
|
|
|
|
fileId: fileRecord!.id,
|
|
|
|
|
isManualUpload: false,
|
|
|
|
|
createdBy: meta.userId,
|
|
|
|
|
})
|
|
|
|
|
.returning();
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'create',
|
|
|
|
|
entityType: 'document',
|
|
|
|
|
entityId: documentRecord!.id,
|
|
|
|
|
newValue: {
|
|
|
|
|
templateId,
|
|
|
|
|
templateName: template.name,
|
|
|
|
|
clientId: context.clientId,
|
|
|
|
|
interestId: context.interestId,
|
|
|
|
|
berthId: context.berthId,
|
|
|
|
|
},
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${portId}`, 'document:created', { documentId: documentRecord!.id });
|
|
|
|
|
|
|
|
|
|
return { document: documentRecord!, file: fileRecord! };
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Generate and Send ────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function generateAndSend(
|
|
|
|
|
templateId: string,
|
|
|
|
|
portId: string,
|
|
|
|
|
context: GenerateInput,
|
|
|
|
|
recipientEmail: string,
|
|
|
|
|
meta: AuditMeta,
|
|
|
|
|
) {
|
|
|
|
|
const { document, file } = await generateFromTemplate(templateId, portId, context, meta);
|
|
|
|
|
const template = await getTemplateById(templateId, portId);
|
|
|
|
|
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
|
|
|
|
|
|
|
|
|
|
// Send email with PDF as attachment (base64 encoded body)
|
|
|
|
|
try {
|
|
|
|
|
const resolvedHtml = await resolveTemplate(templateId, { ...context, portId });
|
|
|
|
|
await sendEmail(
|
|
|
|
|
recipientEmail,
|
|
|
|
|
template.name,
|
|
|
|
|
`<p>Please find the attached document: <strong>${template.name}</strong></p><hr/>${resolvedHtml}`,
|
|
|
|
|
`${port?.name ?? 'Port Nimara'} <noreply@${env.SMTP_HOST}>`,
|
|
|
|
|
);
|
|
|
|
|
} catch (err) {
|
|
|
|
|
logger.error({ err, templateId, recipientEmail }, 'Failed to send template email');
|
|
|
|
|
// Don't throw — document was created successfully; email failure is non-fatal
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'create',
|
|
|
|
|
entityType: 'documentTemplate',
|
|
|
|
|
entityId: templateId,
|
|
|
|
|
metadata: { action: 'generate_and_send', recipientEmail },
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
return { document, file };
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// ─── Generate and Sign ────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
export async function generateAndSign(
|
|
|
|
|
templateId: string,
|
|
|
|
|
portId: string,
|
|
|
|
|
context: GenerateInput,
|
|
|
|
|
signers: GenerateAndSignInput['signers'],
|
|
|
|
|
meta: AuditMeta,
|
|
|
|
|
) {
|
|
|
|
|
const { document: documentRecord, file } = await generateFromTemplate(
|
|
|
|
|
templateId,
|
|
|
|
|
portId,
|
|
|
|
|
context,
|
|
|
|
|
meta,
|
|
|
|
|
);
|
|
|
|
|
const template = await getTemplateById(templateId, portId);
|
|
|
|
|
|
|
|
|
|
// Fetch PDF bytes from MinIO to send to Documenso
|
|
|
|
|
const pdfStream = await minioClient.getObject(env.MINIO_BUCKET, file.storagePath);
|
|
|
|
|
const chunks: Buffer[] = [];
|
|
|
|
|
for await (const chunk of pdfStream) {
|
|
|
|
|
chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk as ArrayBuffer));
|
|
|
|
|
}
|
|
|
|
|
const pdfBase64 = Buffer.concat(chunks).toString('base64');
|
|
|
|
|
|
|
|
|
|
// Create Documenso document
|
|
|
|
|
const documensoDoc = await documensoCreate(
|
|
|
|
|
template.name,
|
|
|
|
|
pdfBase64,
|
|
|
|
|
signers.map((s) => ({
|
|
|
|
|
name: s.name,
|
|
|
|
|
email: s.email,
|
|
|
|
|
role: s.role,
|
|
|
|
|
signingOrder: s.signingOrder,
|
|
|
|
|
})),
|
|
|
|
|
);
|
|
|
|
|
|
|
|
|
|
// Send document for signing
|
|
|
|
|
await documensoSend(documensoDoc.id);
|
|
|
|
|
|
|
|
|
|
// Update our document record with Documenso ID and status
|
|
|
|
|
await db
|
|
|
|
|
.update(documents)
|
|
|
|
|
.set({
|
|
|
|
|
documensoId: documensoDoc.id,
|
|
|
|
|
status: 'sent',
|
|
|
|
|
updatedAt: new Date(),
|
|
|
|
|
})
|
|
|
|
|
.where(eq(documents.id, documentRecord.id));
|
|
|
|
|
|
|
|
|
|
void createAuditLog({
|
|
|
|
|
userId: meta.userId,
|
|
|
|
|
portId,
|
|
|
|
|
action: 'update',
|
|
|
|
|
entityType: 'document',
|
|
|
|
|
entityId: documentRecord.id,
|
|
|
|
|
newValue: { status: 'sent', documensoId: documensoDoc.id },
|
|
|
|
|
metadata: { action: 'generate_and_sign', signerCount: signers.length },
|
|
|
|
|
ipAddress: meta.ipAddress,
|
|
|
|
|
userAgent: meta.userAgent,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
emitToRoom(`port:${portId}`, 'document:updated', { documentId: documentRecord.id, changedFields: ['status', 'documensoId'] });
|
|
|
|
|
|
|
|
|
|
return { document: { ...documentRecord, documensoId: documensoDoc.id, status: 'sent' }, file };
|
|
|
|
|
}
|