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:
368
src/lib/services/record-export.tsx
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368
src/lib/services/record-export.tsx
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import { and, desc, eq, exists, inArray, isNull, or, sql } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { clients, clientContacts } from '@/lib/db/schema/clients';
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import { interests, interestBerths } from '@/lib/db/schema/interests';
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import { berths, berthWaitingList, berthMaintenanceLog } from '@/lib/db/schema/berths';
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import {
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getPrimaryBerth,
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getPrimaryBerthsForInterests,
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} from '@/lib/services/interest-berths.service';
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import { yachts } from '@/lib/db/schema/yachts';
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import { companyMemberships } from '@/lib/db/schema/companies';
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import { auditLogs } from '@/lib/db/schema/system';
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import { ports } from '@/lib/db/schema/ports';
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import { NotFoundError } from '@/lib/errors';
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import { renderPdf } from '@/lib/pdf/render';
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import { resolvePortLogo } from '@/lib/pdf/brand-kit/logo';
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import { BerthSpecPdf } from '@/lib/pdf/templates/berth-spec';
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import { ClientSummaryPdf } from '@/lib/pdf/templates/client-summary';
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import { InterestSummaryPdf } from '@/lib/pdf/templates/interest-summary';
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// ─── Export Client PDF ────────────────────────────────────────────────────────
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export async function exportClientPdf(clientId: string, portId: string): Promise<Uint8Array> {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, clientId),
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});
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if (!client || client.portId !== portId) {
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throw new NotFoundError('Client');
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}
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const [contactList, port] = await Promise.all([
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db.query.clientContacts.findMany({
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where: eq(clientContacts.clientId, clientId),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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}),
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db.query.ports.findFirst({ where: eq(ports.id, portId) }),
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]);
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// Fetch last 20 interests for this client in this port
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const interestList = await db
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.select()
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.from(interests)
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.where(and(eq(interests.clientId, clientId), eq(interests.portId, portId)))
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.orderBy(desc(interests.updatedAt))
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.limit(20);
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// Fetch last 20 audit logs for this client
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const activity = await db
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.select()
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.from(auditLogs)
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.where(
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and(
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eq(auditLogs.portId, portId),
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eq(auditLogs.entityType, 'client'),
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eq(auditLogs.entityId, clientId),
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),
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)
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.orderBy(desc(auditLogs.createdAt))
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.limit(20);
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// Enrich interests with primary-berth mooring numbers (plan §3.4 - the
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// legacy interest.berth_id column has been replaced by the junction).
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const primaryBerthMap = await getPrimaryBerthsForInterests(interestList.map((i) => i.id));
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const enrichedInterests = interestList.map((i) => {
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const primary = primaryBerthMap.get(i.id);
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return {
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...i,
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berthId: primary?.berthId ?? null,
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berthMooringNumber: primary?.mooringNumber ?? null,
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};
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});
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// Yachts owned by the client directly OR by a company they're an active
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// member of. Active membership = no end date.
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const memberCompanies = await db
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.select({ companyId: companyMemberships.companyId })
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.from(companyMemberships)
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.where(and(eq(companyMemberships.clientId, clientId), isNull(companyMemberships.endDate)));
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const companyIds = memberCompanies.map((m) => m.companyId);
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const ownerConditions = [
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and(eq(yachts.currentOwnerType, 'client'), eq(yachts.currentOwnerId, clientId))!,
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];
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if (companyIds.length > 0) {
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ownerConditions.push(
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and(eq(yachts.currentOwnerType, 'company'), inArray(yachts.currentOwnerId, companyIds))!,
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);
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}
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const ownedYachts = await db
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.select({
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name: yachts.name,
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lengthFt: yachts.lengthFt,
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widthFt: yachts.widthFt,
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draftFt: yachts.draftFt,
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lengthM: yachts.lengthM,
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widthM: yachts.widthM,
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draftM: yachts.draftM,
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})
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.from(yachts)
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.where(and(eq(yachts.portId, portId), isNull(yachts.archivedAt), or(...ownerConditions)));
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const logo = await resolvePortLogo(portId);
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return renderPdf(
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<ClientSummaryPdf
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portName={port?.name ?? 'Port Nimara'}
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logoBuffer={logo.buffer}
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client={{
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fullName: client.fullName,
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nationality: client.nationalityIso,
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source: client.source,
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createdAt: client.createdAt,
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}}
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contacts={contactList.map((c) => ({
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channel: c.channel,
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value: c.value,
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label: c.label,
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isPrimary: c.isPrimary,
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}))}
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yachts={ownedYachts}
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interests={enrichedInterests.map((i) => ({
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id: i.id,
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pipelineStage: i.pipelineStage,
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leadCategory: i.leadCategory,
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berthMooringNumber: i.berthMooringNumber,
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createdAt: i.createdAt,
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}))}
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activity={activity.map((a) => ({
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action: a.action,
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entityType: a.entityType,
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fieldChanged: a.fieldChanged,
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createdAt: a.createdAt,
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}))}
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/>,
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);
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}
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// ─── Export Berth PDF ─────────────────────────────────────────────────────────
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export async function exportBerthPdf(berthId: string, portId: string): Promise<Uint8Array> {
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const berth = await db.query.berths.findFirst({
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where: eq(berths.id, berthId),
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});
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if (!berth || berth.portId !== portId) {
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throw new NotFoundError('Berth');
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}
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const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
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// Waiting list with client names
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const waitingListRows = await db
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.select({
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id: berthWaitingList.id,
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position: berthWaitingList.position,
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priority: berthWaitingList.priority,
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notes: berthWaitingList.notes,
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clientId: berthWaitingList.clientId,
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})
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.from(berthWaitingList)
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.where(eq(berthWaitingList.berthId, berthId))
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.orderBy(berthWaitingList.position);
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const clientIds = waitingListRows.map((w) => w.clientId);
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let clientsMap: Record<string, string> = {};
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if (clientIds.length > 0) {
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const clientRows = await db
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.select({ id: clients.id, fullName: clients.fullName })
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.from(clients)
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.where(inArray(clients.id, clientIds));
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clientsMap = Object.fromEntries(clientRows.map((c) => [c.id, c.fullName]));
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}
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const enrichedWaitingList = waitingListRows.map((w) => ({
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...w,
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clientName: clientsMap[w.clientId] ?? 'Unknown',
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}));
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// Maintenance log (last 20)
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const maintenance = await db
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.select()
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.from(berthMaintenanceLog)
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.where(eq(berthMaintenanceLog.berthId, berthId))
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.orderBy(desc(berthMaintenanceLog.performedDate))
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.limit(20);
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// Linked interests - "this berth is linked to this interest in any role"
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// (plan §3.4 - EXISTS against the junction).
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const linkedInterests = await db
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.select()
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.from(interests)
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.where(
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and(
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eq(interests.portId, portId),
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exists(
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db
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.select({ one: sql`1` })
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.from(interestBerths)
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.where(
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and(eq(interestBerths.interestId, interests.id), eq(interestBerths.berthId, berthId)),
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),
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),
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),
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)
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.orderBy(desc(interests.updatedAt))
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.limit(20);
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// linkedInterests not currently surfaced in the PDF (the old template
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// also omitted them); kept the query to preserve the existing data
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// contract until a future revision wants to surface them.
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void linkedInterests;
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const logo = await resolvePortLogo(portId);
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return renderPdf(
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<BerthSpecPdf
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portName={port?.name ?? 'Port Nimara'}
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logoBuffer={logo.buffer}
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berth={{
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mooringNumber: berth.mooringNumber,
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area: berth.area,
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status: berth.status,
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nominalBoatSize: berth.nominalBoatSize,
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bowFacing: berth.bowFacing,
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lengthFt: berth.lengthFt,
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lengthM: berth.lengthM,
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widthFt: berth.widthFt,
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widthM: berth.widthM,
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widthIsMinimum: berth.widthIsMinimum,
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draftFt: berth.draftFt,
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draftM: berth.draftM,
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waterDepth: berth.waterDepth,
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waterDepthM: berth.waterDepthM,
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waterDepthIsMinimum: berth.waterDepthIsMinimum,
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price: berth.price,
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priceCurrency: berth.priceCurrency,
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tenureType: berth.tenureType,
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tenureYears: berth.tenureYears,
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tenureStartDate: berth.tenureStartDate,
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tenureEndDate: berth.tenureEndDate,
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mooringType: berth.mooringType,
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powerCapacity: berth.powerCapacity,
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voltage: berth.voltage,
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cleatType: berth.cleatType,
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cleatCapacity: berth.cleatCapacity,
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bollardType: berth.bollardType,
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bollardCapacity: berth.bollardCapacity,
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sidePontoon: berth.sidePontoon,
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access: berth.access,
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}}
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waitingList={enrichedWaitingList.map((w) => ({
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position: w.position,
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priority: w.priority,
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clientName: w.clientName,
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notes: w.notes,
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}))}
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maintenance={maintenance.map((m) => ({
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performedDate: m.performedDate,
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category: m.category,
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description: m.description,
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cost: m.cost,
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costCurrency: m.costCurrency,
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}))}
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/>,
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);
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}
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// ─── Export Interest PDF ──────────────────────────────────────────────────────
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export async function exportInterestPdf(interestId: string, portId: string): Promise<Uint8Array> {
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const interest = await db.query.interests.findFirst({
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where: eq(interests.id, interestId),
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});
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if (!interest || interest.portId !== portId) {
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throw new NotFoundError('Interest');
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}
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const [client, port] = await Promise.all([
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db.query.clients.findFirst({ where: eq(clients.id, interest.clientId) }),
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db.query.ports.findFirst({ where: eq(ports.id, portId) }),
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]);
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// Resolve primary berth via the junction (plan §3.4).
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const primaryBerth = await getPrimaryBerth(interest.id);
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let berth = null;
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if (primaryBerth?.berthId) {
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berth = await db.query.berths.findFirst({ where: eq(berths.id, primaryBerth.berthId) });
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}
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let yacht = null;
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if (interest.yachtId) {
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yacht = await db.query.yachts.findFirst({ where: eq(yachts.id, interest.yachtId) });
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}
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// Audit timeline (last 20 events for this interest)
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const timeline = await db
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.select()
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.from(auditLogs)
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.where(
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and(
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eq(auditLogs.portId, portId),
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eq(auditLogs.entityType, 'interest'),
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eq(auditLogs.entityId, interestId),
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),
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)
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.orderBy(desc(auditLogs.createdAt))
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.limit(20);
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const logo = await resolvePortLogo(portId);
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return renderPdf(
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<InterestSummaryPdf
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portName={port?.name ?? 'Port Nimara'}
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logoBuffer={logo.buffer}
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interest={{
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id: interest.id,
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pipelineStage: interest.pipelineStage,
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leadCategory: interest.leadCategory,
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source: interest.source,
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eoiStatus: interest.eoiStatus,
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contractStatus: interest.contractStatus,
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depositStatus: interest.depositStatus,
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dateFirstContact: interest.dateFirstContact,
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dateLastContact: interest.dateLastContact,
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dateEoiSent: interest.dateEoiSent,
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dateEoiSigned: interest.dateEoiSigned,
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dateContractSent: interest.dateContractSent,
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dateContractSigned: interest.dateContractSigned,
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dateDepositReceived: interest.dateDepositReceived,
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}}
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client={client ? { fullName: client.fullName } : { fullName: null }}
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yacht={
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yacht
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? {
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name: yacht.name,
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lengthFt: yacht.lengthFt,
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lengthM: yacht.lengthM,
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widthFt: yacht.widthFt,
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draftFt: yacht.draftFt,
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}
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: null
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}
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berth={
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berth
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? {
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mooringNumber: berth.mooringNumber,
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area: berth.area,
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lengthFt: berth.lengthFt,
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price: berth.price,
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priceCurrency: berth.priceCurrency,
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status: berth.status,
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}
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: null
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}
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timeline={timeline.map((t) => ({
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createdAt: t.createdAt,
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action: t.action,
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entityType: t.entityType,
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fieldChanged: t.fieldChanged,
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}))}
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/>,
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);
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}
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Reference in New Issue
Block a user