feat(record-export): migrate client/berth/interest summaries to react-pdf

Phase 1 / commits 7-9 of 14 — bundled because all three record exports
share the same conversion pattern and call sites.

Templates:
  client-summary.tsx      header + KV grid for client, contacts table
                          with primary badge, yacht table, interests
                          table with stage/category, recent activity
                          table
  berth-spec.tsx          header + status badge, overview KV grid,
                          dimensions KV grid (with min markers), pricing
                          & tenure KV grid, infrastructure KV grid,
                          waiting list table with priority badges,
                          maintenance log table
  interest-summary.tsx    header + stage badge, status KV grid, client
                          KV, optional yacht/berth sections, milestones
                          KV grid, recent timeline table

record-export.tsx (renamed .ts -> .tsx for JSX):
  - swap generatePdf(...) calls for renderPdf(<…Pdf … />) calls
  - inject port logo via resolvePortLogo()
  - shape data into typed template props (Drizzle returns are passed
    through deliberately so the template controls its own type surface)

Drops two latent bugs the old templates carried:
  - client.nationality was read as a property but the schema field is
    nationalityIso — old PDFs always showed "—" for nationality
  - interest.notes was read but the interests table doesn't have a
    notes column (interest_berths does) — old PDFs always showed "No
    notes"
Both fields are now sourced correctly (or omitted) in the new templates.

Old pdfme files deleted (3 templates). API routes that import
exportClientPdf/exportBerthPdf/exportInterestPdf unchanged.

Tests:
  tests/unit/record-export-templates.test.tsx (4 tests): each template
  renders to valid PDF bytes with representative data, plus a minimal-
  input path for the berth spec.

1317/1317 vitest green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-12 20:59:05 +02:00
parent 90fbb66709
commit 0e4a2d7396
8 changed files with 845 additions and 547 deletions

View File

@@ -13,16 +13,11 @@ import { companyMemberships } from '@/lib/db/schema/companies';
import { auditLogs } from '@/lib/db/schema/system';
import { ports } from '@/lib/db/schema/ports';
import { NotFoundError } from '@/lib/errors';
import { generatePdf } from '@/lib/pdf/generate';
import {
clientSummaryTemplate,
buildClientSummaryInputs,
} from '@/lib/pdf/templates/client-summary-template';
import { berthSpecTemplate, buildBerthSpecInputs } from '@/lib/pdf/templates/berth-spec-template';
import {
interestSummaryTemplate,
buildInterestSummaryInputs,
} from '@/lib/pdf/templates/interest-summary-template';
import { renderPdf } from '@/lib/pdf/render';
import { resolvePortLogo } from '@/lib/pdf/brand-kit/logo';
import { BerthSpecPdf } from '@/lib/pdf/templates/berth-spec';
import { ClientSummaryPdf } from '@/lib/pdf/templates/client-summary';
import { InterestSummaryPdf } from '@/lib/pdf/templates/interest-summary';
// ─── Export Client PDF ────────────────────────────────────────────────────────
@@ -108,16 +103,40 @@ export async function exportClientPdf(clientId: string, portId: string): Promise
.from(yachts)
.where(and(eq(yachts.portId, portId), isNull(yachts.archivedAt), or(...ownerConditions)));
const inputs = buildClientSummaryInputs(
client,
contactList,
ownedYachts,
enrichedInterests,
activity,
port ?? {},
);
const logo = await resolvePortLogo(portId);
return generatePdf(clientSummaryTemplate, [inputs]);
return renderPdf(
<ClientSummaryPdf
portName={port?.name ?? 'Port Nimara'}
logoBuffer={logo.buffer}
client={{
fullName: client.fullName,
nationality: client.nationalityIso,
source: client.source,
createdAt: client.createdAt,
}}
contacts={contactList.map((c) => ({
channel: c.channel,
value: c.value,
label: c.label,
isPrimary: c.isPrimary,
}))}
yachts={ownedYachts}
interests={enrichedInterests.map((i) => ({
id: i.id,
pipelineStage: i.pipelineStage,
leadCategory: i.leadCategory,
berthMooringNumber: i.berthMooringNumber,
createdAt: i.createdAt,
}))}
activity={activity.map((a) => ({
action: a.action,
entityType: a.entityType,
fieldChanged: a.fieldChanged,
createdAt: a.createdAt,
}))}
/>,
);
}
// ─── Export Berth PDF ─────────────────────────────────────────────────────────
@@ -190,15 +209,64 @@ export async function exportBerthPdf(berthId: string, portId: string): Promise<U
.orderBy(desc(interests.updatedAt))
.limit(20);
const inputs = buildBerthSpecInputs(
berth,
enrichedWaitingList,
maintenance,
linkedInterests,
port ?? {},
);
// linkedInterests not currently surfaced in the PDF (the old template
// also omitted them); kept the query to preserve the existing data
// contract until a future revision wants to surface them.
void linkedInterests;
return generatePdf(berthSpecTemplate, [inputs]);
const logo = await resolvePortLogo(portId);
return renderPdf(
<BerthSpecPdf
portName={port?.name ?? 'Port Nimara'}
logoBuffer={logo.buffer}
berth={{
mooringNumber: berth.mooringNumber,
area: berth.area,
status: berth.status,
nominalBoatSize: berth.nominalBoatSize,
bowFacing: berth.bowFacing,
lengthFt: berth.lengthFt,
lengthM: berth.lengthM,
widthFt: berth.widthFt,
widthM: berth.widthM,
widthIsMinimum: berth.widthIsMinimum,
draftFt: berth.draftFt,
draftM: berth.draftM,
waterDepth: berth.waterDepth,
waterDepthM: berth.waterDepthM,
waterDepthIsMinimum: berth.waterDepthIsMinimum,
price: berth.price,
priceCurrency: berth.priceCurrency,
tenureType: berth.tenureType,
tenureYears: berth.tenureYears,
tenureStartDate: berth.tenureStartDate,
tenureEndDate: berth.tenureEndDate,
mooringType: berth.mooringType,
powerCapacity: berth.powerCapacity,
voltage: berth.voltage,
cleatType: berth.cleatType,
cleatCapacity: berth.cleatCapacity,
bollardType: berth.bollardType,
bollardCapacity: berth.bollardCapacity,
sidePontoon: berth.sidePontoon,
access: berth.access,
}}
waitingList={enrichedWaitingList.map((w) => ({
position: w.position,
priority: w.priority,
clientName: w.clientName,
notes: w.notes,
}))}
maintenance={maintenance.map((m) => ({
performedDate: m.performedDate,
category: m.category,
description: m.description,
cost: m.cost,
costCurrency: m.costCurrency,
}))}
/>,
);
}
// ─── Export Interest PDF ──────────────────────────────────────────────────────
@@ -243,14 +311,58 @@ export async function exportInterestPdf(interestId: string, portId: string): Pro
.orderBy(desc(auditLogs.createdAt))
.limit(20);
const inputs = buildInterestSummaryInputs(
interest,
client ?? {},
yacht ?? null,
berth ?? null,
timeline,
port ?? {},
);
const logo = await resolvePortLogo(portId);
return generatePdf(interestSummaryTemplate, [inputs]);
return renderPdf(
<InterestSummaryPdf
portName={port?.name ?? 'Port Nimara'}
logoBuffer={logo.buffer}
interest={{
id: interest.id,
pipelineStage: interest.pipelineStage,
leadCategory: interest.leadCategory,
source: interest.source,
eoiStatus: interest.eoiStatus,
contractStatus: interest.contractStatus,
depositStatus: interest.depositStatus,
dateFirstContact: interest.dateFirstContact,
dateLastContact: interest.dateLastContact,
dateEoiSent: interest.dateEoiSent,
dateEoiSigned: interest.dateEoiSigned,
dateContractSent: interest.dateContractSent,
dateContractSigned: interest.dateContractSigned,
dateDepositReceived: interest.dateDepositReceived,
}}
client={client ? { fullName: client.fullName } : { fullName: null }}
yacht={
yacht
? {
name: yacht.name,
lengthFt: yacht.lengthFt,
lengthM: yacht.lengthM,
widthFt: yacht.widthFt,
draftFt: yacht.draftFt,
}
: null
}
berth={
berth
? {
mooringNumber: berth.mooringNumber,
area: berth.area,
lengthFt: berth.lengthFt,
price: berth.price,
priceCurrency: berth.priceCurrency,
status: berth.status,
}
: null
}
timeline={timeline.map((t) => ({
createdAt: t.createdAt,
action: t.action,
entityType: t.entityType,
fieldChanged: t.fieldChanged,
}))}
/>,
);
}