feat(documents): Phase A schema + service skeletons

Adds Phase A data model deltas to documents/templates and the new
document_watchers table. Introduces createFromWizard/createFromUpload
stubs, getDocumentDetail aggregator, cancelDocument flow, signed-doc
email composer, reservation agreement context, and notifyDocumentEvent
fan-out. Validator update accepts new template formats with html-only
bodyHtml requirement. EOI cadence backfilled to 1 day to preserve
current effective behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-04-28 02:12:05 +02:00
parent d8ac62f6f4
commit 0eff6050ae
11 changed files with 9961 additions and 72 deletions

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@@ -0,0 +1,25 @@
CREATE TABLE "document_watchers" (
"document_id" text NOT NULL,
"user_id" text NOT NULL,
"added_by" text NOT NULL,
"added_at" timestamp with time zone DEFAULT now() NOT NULL,
CONSTRAINT "document_watchers_document_id_user_id_pk" PRIMARY KEY("document_id","user_id")
);
--> statement-breakpoint
ALTER TABLE "document_templates" ALTER COLUMN "body_html" DROP NOT NULL;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "template_format" text DEFAULT 'html' NOT NULL;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "source_file_id" text;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "documenso_template_id" text;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "field_mapping" jsonb DEFAULT '{}'::jsonb NOT NULL;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "overlay_positions" jsonb DEFAULT '[]'::jsonb NOT NULL;--> statement-breakpoint
ALTER TABLE "document_templates" ADD COLUMN "reminder_cadence_days" integer;--> statement-breakpoint
ALTER TABLE "documents" ADD COLUMN "reservation_id" text;--> statement-breakpoint
ALTER TABLE "documents" ADD COLUMN "reminders_disabled" boolean DEFAULT false NOT NULL;--> statement-breakpoint
ALTER TABLE "documents" ADD COLUMN "reminder_cadence_override" integer;--> statement-breakpoint
ALTER TABLE "document_watchers" ADD CONSTRAINT "document_watchers_document_id_documents_id_fk" FOREIGN KEY ("document_id") REFERENCES "public"."documents"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
CREATE INDEX "idx_doc_watchers_doc" ON "document_watchers" USING btree ("document_id");--> statement-breakpoint
CREATE INDEX "idx_doc_watchers_user" ON "document_watchers" USING btree ("user_id");--> statement-breakpoint
ALTER TABLE "document_templates" ADD CONSTRAINT "document_templates_source_file_id_files_id_fk" FOREIGN KEY ("source_file_id") REFERENCES "public"."files"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
CREATE INDEX "idx_docs_reservation" ON "documents" USING btree ("reservation_id");--> statement-breakpoint
CREATE INDEX "idx_docs_status_port" ON "documents" USING btree ("port_id","status");--> statement-breakpoint
UPDATE "document_templates" SET "reminder_cadence_days" = 1 WHERE "template_type" = 'eoi';

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@@ -92,6 +92,13 @@
"when": 1777308900666,
"tag": "0012_large_zarda",
"breakpoints": true
},
{
"idx": 13,
"version": "7",
"when": 1777334766194,
"tag": "0013_abnormal_thundra",
"breakpoints": true
}
]
}

View File

@@ -1,5 +1,6 @@
import {
pgTable,
primaryKey,
text,
boolean,
integer,
@@ -55,6 +56,7 @@ export const documents = pgTable(
clientId: text('client_id').references(() => clients.id),
yachtId: text('yacht_id'), // FK wired in relations.ts
companyId: text('company_id'), // FK wired in relations.ts
reservationId: text('reservation_id'), // FK wired in relations.ts
documentType: text('document_type').notNull(), // eoi, contract, nda, reservation_agreement, other
title: text('title').notNull(),
status: text('status').notNull().default('draft'), // draft, sent, partially_signed, completed, expired, cancelled
@@ -63,6 +65,8 @@ export const documents = pgTable(
signedFileId: text('signed_file_id').references(() => files.id),
isManualUpload: boolean('is_manual_upload').notNull().default(false),
notes: text('notes'),
remindersDisabled: boolean('reminders_disabled').notNull().default(false),
reminderCadenceOverride: integer('reminder_cadence_override'),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
@@ -73,7 +77,9 @@ export const documents = pgTable(
index('idx_docs_client').on(table.clientId),
index('idx_documents_yacht').on(table.yachtId),
index('idx_documents_company').on(table.companyId),
index('idx_docs_reservation').on(table.reservationId),
index('idx_docs_type').on(table.portId, table.documentType),
index('idx_docs_status_port').on(table.portId, table.status),
],
);
@@ -134,8 +140,19 @@ export const documentTemplates = pgTable(
name: text('name').notNull(),
description: text('description'),
templateType: text('template_type').notNull(), // welcome_letter, handover_checklist, acknowledgment, correspondence, custom
bodyHtml: text('body_html').notNull(),
// Nullable: only required when template_format='html'.
bodyHtml: text('body_html'),
mergeFields: jsonb('merge_fields').notNull().default([]),
// 'html' | 'pdf_form' | 'pdf_overlay' | 'documenso_render'
templateFormat: text('template_format').notNull().default('html'),
sourceFileId: text('source_file_id').references(() => files.id),
documensoTemplateId: text('documenso_template_id'),
// pdf_form: { acroFieldName: mergeToken }
fieldMapping: jsonb('field_mapping').notNull().default({}),
// pdf_overlay: [{ token, page, x, y, fontSize }]
overlayPositions: jsonb('overlay_positions').notNull().default([]),
// null = no auto-reminders
reminderCadenceDays: integer('reminder_cadence_days'),
isActive: boolean('is_active').notNull().default(true),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
@@ -147,6 +164,23 @@ export const documentTemplates = pgTable(
],
);
export const documentWatchers = pgTable(
'document_watchers',
{
documentId: text('document_id')
.notNull()
.references(() => documents.id, { onDelete: 'cascade' }),
userId: text('user_id').notNull(),
addedBy: text('added_by').notNull(),
addedAt: timestamp('added_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
primaryKey({ columns: [table.documentId, table.userId] }),
index('idx_doc_watchers_doc').on(table.documentId),
index('idx_doc_watchers_user').on(table.userId),
],
);
export const formTemplates = pgTable(
'form_templates',
{
@@ -200,6 +234,8 @@ export type DocumentEvent = typeof documentEvents.$inferSelect;
export type NewDocumentEvent = typeof documentEvents.$inferInsert;
export type DocumentTemplate = typeof documentTemplates.$inferSelect;
export type NewDocumentTemplate = typeof documentTemplates.$inferInsert;
export type DocumentWatcher = typeof documentWatchers.$inferSelect;
export type NewDocumentWatcher = typeof documentWatchers.$inferInsert;
export type FormTemplate = typeof formTemplates.$inferSelect;
export type NewFormTemplate = typeof formTemplates.$inferInsert;
export type FormSubmission = typeof formSubmissions.$inferSelect;

View File

@@ -52,6 +52,7 @@ import {
documentSigners,
documentEvents,
documentTemplates,
documentWatchers,
formTemplates,
formSubmissions,
} from './documents';
@@ -457,7 +458,7 @@ export const berthTagsRelations = relations(berthTags, ({ one }) => ({
// ─── Berth Reservations ───────────────────────────────────────────────────────
export const berthReservationsRelations = relations(berthReservations, ({ one }) => ({
export const berthReservationsRelations = relations(berthReservations, ({ one, many }) => ({
berth: one(berths, {
fields: [berthReservations.berthId],
references: [berths.id],
@@ -482,6 +483,7 @@ export const berthReservationsRelations = relations(berthReservations, ({ one })
fields: [berthReservations.contractFileId],
references: [files.id],
}),
documents: many(documents),
}));
// ─── Documents ────────────────────────────────────────────────────────────────
@@ -538,8 +540,13 @@ export const documentsRelations = relations(documents, ({ one, many }) => ({
fields: [documents.companyId],
references: [companies.id],
}),
reservation: one(berthReservations, {
fields: [documents.reservationId],
references: [berthReservations.id],
}),
signers: many(documentSigners),
events: many(documentEvents),
watchers: many(documentWatchers),
}));
export const documentSignersRelations = relations(documentSigners, ({ one, many }) => ({
@@ -566,6 +573,17 @@ export const documentTemplatesRelations = relations(documentTemplates, ({ one })
fields: [documentTemplates.portId],
references: [ports.id],
}),
sourceFile: one(files, {
fields: [documentTemplates.sourceFileId],
references: [files.id],
}),
}));
export const documentWatchersRelations = relations(documentWatchers, ({ one }) => ({
document: one(documents, {
fields: [documentWatchers.documentId],
references: [documents.id],
}),
}));
export const formTemplatesRelations = relations(formTemplates, ({ one, many }) => ({