feat(supplemental-info): pre-EOI public form flow
Lets a sales rep send a client a one-shot link to fill out the information we need before drafting the EOI (intent, dimensions, signatory, timeline). Token-keyed: single-use, soft-expiring, scoped to one interest + client. Public POST endpoint accepts the form submission; CRM endpoint mints tokens for rep-initiated requests; portal page renders the form for the recipient. Schema: supplemental_form_tokens table (migration 0061) with port_id + interest_id + client_id refs, unique token, consumed_at marker. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
68
src/app/api/public/supplemental-info/[token]/route.ts
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68
src/app/api/public/supplemental-info/[token]/route.ts
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import { NextRequest, NextResponse } from 'next/server';
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import { z } from 'zod';
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import { loadByToken, applySubmission } from '@/lib/services/supplemental-forms.service';
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import { errorResponse } from '@/lib/errors';
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/**
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* Public — no auth. Loads the prefill data for the form. The token in
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* the URL is the only credential; rejects expired / unknown tokens with
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* 404 (deliberately conflated to avoid leaking which tokens exist).
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*/
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export async function GET(
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_req: NextRequest,
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ctx: { params: Promise<{ token: string }> },
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): Promise<NextResponse> {
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try {
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const { token } = await ctx.params;
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const data = await loadByToken(token);
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if (!data) {
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return NextResponse.json({ error: 'Link not found or expired' }, { status: 404 });
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}
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return NextResponse.json({ data });
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} catch (error) {
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return errorResponse(error);
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}
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}
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const submissionSchema = z.object({
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fullName: z.string().min(1).max(200),
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address: z.string().max(500).nullable().optional(),
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country: z.string().length(2).nullable().optional(),
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email: z.string().email().nullable().optional(),
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phoneE164: z
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.string()
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.regex(/^\+[1-9]\d{1,14}$/)
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.nullable()
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.optional(),
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phoneCountry: z.string().length(2).nullable().optional(),
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yachtName: z.string().max(200).nullable().optional(),
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yachtLengthFt: z.number().positive().nullable().optional(),
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yachtWidthFt: z.number().positive().nullable().optional(),
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yachtDraftFt: z.number().positive().nullable().optional(),
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});
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export async function POST(
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req: NextRequest,
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ctx: { params: Promise<{ token: string }> },
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): Promise<NextResponse> {
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try {
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const { token } = await ctx.params;
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const body = submissionSchema.parse(await req.json());
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await applySubmission(token, {
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fullName: body.fullName,
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address: body.address ?? null,
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country: body.country ?? null,
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email: body.email ?? null,
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phoneE164: body.phoneE164 ?? null,
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phoneCountry: body.phoneCountry ?? null,
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yachtName: body.yachtName ?? null,
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yachtLengthFt: body.yachtLengthFt ?? null,
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yachtWidthFt: body.yachtWidthFt ?? null,
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yachtDraftFt: body.yachtDraftFt ?? null,
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});
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return NextResponse.json({ data: { success: true } });
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} catch (error) {
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return errorResponse(error);
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}
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}
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@@ -0,0 +1,74 @@
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import { NextRequest, NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse } from '@/lib/errors';
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import { issueToken } from '@/lib/services/supplemental-forms.service';
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import { sendEmail } from '@/lib/email';
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import { env } from '@/lib/env';
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/**
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* POST /api/v1/interests/[id]/supplemental-info-request
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*
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* Auth: requires `interests.edit` so any rep working the deal can fire it.
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* Generates a one-shot token + emails the client the public form URL.
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*/
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export const POST = withAuth(
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withPermission('interests', 'edit', async (_req: NextRequest, ctx, params) => {
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try {
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const interestId = params.id as string;
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const result = await issueToken({
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interestId,
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portId: ctx.portId,
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issuedBy: ctx.userId,
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});
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const link = `${env.NEXT_PUBLIC_APP_URL}/public/supplemental-info/${result.token}`;
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if (result.clientEmail) {
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const html = `
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<p>Hello ${escapeHtml(result.clientName)},</p>
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<p>Before we draft your Expression of Interest, we need to confirm a few details.
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The form below is pre-filled with what we have on file — please review, correct
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anything that's wrong, and add what's missing.</p>
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<p style="text-align:center;margin:24px 0">
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<a href="${link}"
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style="background:#1e3a8a;color:#fff;text-decoration:none;padding:12px 24px;border-radius:6px;display:inline-block">
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Open the form
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</a>
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</p>
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<p style="color:#64748b;font-size:12px">
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This link expires on ${result.expiresAt.toUTCString()} and can only be used once.
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If you didn't expect this email, please let us know.
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</p>
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`;
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await sendEmail(
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result.clientEmail,
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'Please complete a few details before we draft your EOI',
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html,
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undefined,
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undefined,
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ctx.portId,
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);
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}
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return NextResponse.json({
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data: {
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link,
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expiresAt: result.expiresAt.toISOString(),
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emailSent: !!result.clientEmail,
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},
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});
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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function escapeHtml(s: string): string {
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return s
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.replace(/&/g, '&')
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.replace(/</g, '<')
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.replace(/>/g, '>')
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.replace(/"/g, '"')
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.replace(/'/g, ''');
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}
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