feat(templates): merge-field resolver supports yacht/company/owner scopes

Task 11.4. Extends resolveTemplate to use buildEoiContext when interestId
is provided, populating the new yacht.*, company.*, owner.* token scopes
from the shared EOI context. Legacy non-EOI templates still resolve via
direct client/berth/port lookups. Deprecated client.yachtName /
client.companyName / client.yacht*Ft tokens are removed from the catalog;
PR 12 will drop the backing columns. berth.mooringNumber is relaxed to
required:false so welcome-letter-style templates without a berth context
no longer trip the required-merge-field check.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/lib/services/document-templates.ts

@@ -7,6 +7,7 @@ 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 { yachts } from '@/lib/db/schema/yachts';
 import { buildListQuery } from '@/lib/db/query-builder';
 import { createAuditLog } from '@/lib/audit';
 import { diffEntity } from '@/lib/entity-diff';
@@ -16,7 +17,11 @@ 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 {
+  createDocument as documensoCreate,
+  sendDocument as documensoSend,
+} from '@/lib/services/documenso-client';
+import { buildEoiContext } from '@/lib/services/eoi-context';
 import { sendEmail } from '@/lib/email';
 import type {
   CreateTemplateInput,
@@ -40,16 +45,37 @@ interface AuditMeta {
 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 },
+    // Removed (PR 11): {{client.companyName}}, {{client.yachtName}},
+    // {{client.yachtLengthFt}}, {{client.yachtLengthM}}, {{client.yachtWidthFt}},
+    // {{client.yachtDraftFt}} — use the dedicated yacht.* / company.* scopes instead.
+  ],
+  yacht: [
+    { token: '{{yacht.name}}', label: 'Yacht Name', required: false },
+    { token: '{{yacht.hullNumber}}', label: 'Hull Number', required: false },
+    { token: '{{yacht.registration}}', label: 'Registration', required: false },
+    { token: '{{yacht.flag}}', label: 'Flag', required: false },
+    { token: '{{yacht.yearBuilt}}', label: 'Year Built', required: false },
+    { token: '{{yacht.lengthFt}}', label: 'Yacht Length (ft)', required: false },
+    { token: '{{yacht.widthFt}}', label: 'Yacht Beam (ft)', required: false },
+    { token: '{{yacht.draftFt}}', label: 'Yacht Draft (ft)', required: false },
+    { token: '{{yacht.lengthM}}', label: 'Yacht Length (m)', required: false },
+    { token: '{{yacht.widthM}}', label: 'Yacht Beam (m)', required: false },
+    { token: '{{yacht.draftM}}', label: 'Yacht Draft (m)', required: false },
+  ],
+  company: [
+    { token: '{{company.name}}', label: 'Company Name', required: false },
+    { token: '{{company.legalName}}', label: 'Company Legal Name', required: false },
+    { token: '{{company.taxId}}', label: 'Company Tax ID', required: false },
+    { token: '{{company.billingAddress}}', label: 'Company Billing Address', required: false },
+  ],
+  owner: [
+    { token: '{{owner.type}}', label: 'Yacht Owner Type', required: false },
+    { token: '{{owner.name}}', label: 'Yacht Owner Name', required: false },
+    { token: '{{owner.legalName}}', label: 'Yacht Owner Legal Name', required: false },
   ],
   interest: [
     { token: '{{interest.stage}}', label: 'Pipeline Stage', required: false },
@@ -62,7 +88,9 @@ const MERGE_FIELDS: Record<string, Array<{ token: string; label: string; require
     { token: '{{interest.notes}}', label: 'Interest Notes', required: false },
   ],
   berth: [
-    { token: '{{berth.mooringNumber}}', label: 'Mooring Number', required: true },
+    // Non-required so non-EOI templates (welcome letters etc.) don't fail.
+    // EOI-specific required-field enforcement lives in STANDARD_EOI_MERGE_FIELDS.
+    { token: '{{berth.mooringNumber}}', label: 'Mooring Number', required: false },
     { token: '{{berth.area}}', label: 'Area', required: false },
     { token: '{{berth.status}}', label: 'Berth Status', required: false },
     { token: '{{berth.price}}', label: 'Price', required: false },
@@ -101,10 +129,13 @@ export async function listTemplates(portId: string, query: ListTemplatesInput) {
   }
 
   const sortColumn =
-    sort === 'name' ? documentTemplates.name :
-    sort === 'templateType' ? documentTemplates.templateType :
-    sort === 'createdAt' ? documentTemplates.createdAt :
-    documentTemplates.updatedAt;
+    sort === 'name'
+      ? documentTemplates.name
+      : sort === 'templateType'
+        ? documentTemplates.templateType
+        : sort === 'createdAt'
+          ? documentTemplates.createdAt
+          : documentTemplates.updatedAt;
 
   return buildListQuery({
     table: documentTemplates,
@@ -178,10 +209,7 @@ export async function updateTemplate(
 ) {
   const existing = await getTemplateById(id, portId);
 
-  const { diff } = diffEntity(
-    existing as Record<string, unknown>,
-    data as Record<string, unknown>,
-  );
+  const { diff } = diffEntity(existing as Record<string, unknown>, data as Record<string, unknown>);
 
   const [updated] = await db
     .update(documentTemplates)
@@ -261,69 +289,179 @@ export async function resolveTemplate(
     tokenMap['{{port.defaultCurrency}}'] = port.defaultCurrency;
   }
 
-  // Client tokens
+  // ─── EOI-style resolution ───────────────────────────────────────────────────
+  // If an interestId is provided, prefer the shared buildEoiContext payload so
+  // that yacht.*, company.*, owner.*, and berth.* tokens all resolve from the
+  // same denormalised snapshot the PDF/Documenso pipelines use.
+  // Falls back to the legacy path below if the interest isn't EOI-ready
+  // (missing yacht or berth), so non-EOI templates still work.
+  let eoiContextLoaded = false;
+  if (context.interestId) {
+    try {
+      const eoi = await buildEoiContext(context.interestId, context.portId);
+      eoiContextLoaded = true;
+
+      // Client tokens (from EoiContext)
+      tokenMap['{{client.fullName}}'] = eoi.client.fullName;
+      tokenMap['{{client.email}}'] = eoi.client.primaryEmail ?? '';
+      tokenMap['{{client.phone}}'] = eoi.client.primaryPhone ?? '';
+      tokenMap['{{client.nationality}}'] = eoi.client.nationality ?? '';
+
+      // Yacht tokens
+      tokenMap['{{yacht.name}}'] = eoi.yacht.name;
+      tokenMap['{{yacht.hullNumber}}'] = eoi.yacht.hullNumber ?? '';
+      tokenMap['{{yacht.flag}}'] = eoi.yacht.flag ?? '';
+      tokenMap['{{yacht.yearBuilt}}'] =
+        eoi.yacht.yearBuilt != null ? String(eoi.yacht.yearBuilt) : '';
+      tokenMap['{{yacht.lengthFt}}'] = eoi.yacht.lengthFt ?? '';
+      tokenMap['{{yacht.widthFt}}'] = eoi.yacht.widthFt ?? '';
+      tokenMap['{{yacht.draftFt}}'] = eoi.yacht.draftFt ?? '';
+      tokenMap['{{yacht.lengthM}}'] = eoi.yacht.lengthM ?? '';
+      tokenMap['{{yacht.widthM}}'] = eoi.yacht.widthM ?? '';
+      tokenMap['{{yacht.draftM}}'] = eoi.yacht.draftM ?? '';
+
+      // EoiContext doesn't expose the yacht.registration column — look it up
+      // separately (cheap, indexed fetch) so the token resolves when present.
+      try {
+        const interestRow = await db.query.interests.findFirst({
+          where: eq(interests.id, context.interestId),
+          columns: { yachtId: true },
+        });
+        if (interestRow?.yachtId) {
+          const yachtRow = await db.query.yachts.findFirst({
+            where: eq(yachts.id, interestRow.yachtId),
+            columns: { registration: true },
+          });
+          tokenMap['{{yacht.registration}}'] = yachtRow?.registration ?? '';
+        } else {
+          tokenMap['{{yacht.registration}}'] = '';
+        }
+      } catch {
+        tokenMap['{{yacht.registration}}'] = '';
+      }
+
+      // Company tokens (only populated when owner is a company)
+      tokenMap['{{company.name}}'] = eoi.company?.name ?? '';
+      tokenMap['{{company.legalName}}'] = eoi.company?.legalName ?? '';
+      tokenMap['{{company.taxId}}'] = eoi.company?.taxId ?? '';
+      tokenMap['{{company.billingAddress}}'] = eoi.company?.billingAddress ?? '';
+
+      // Owner tokens
+      tokenMap['{{owner.type}}'] = eoi.owner.type;
+      tokenMap['{{owner.name}}'] = eoi.owner.name;
+      tokenMap['{{owner.legalName}}'] = eoi.owner.legalName ?? '';
+
+      // Berth tokens (from EoiContext)
+      tokenMap['{{berth.mooringNumber}}'] = eoi.berth.mooringNumber;
+      tokenMap['{{berth.area}}'] = eoi.berth.area ?? '';
+      tokenMap['{{berth.lengthFt}}'] = eoi.berth.lengthFt ?? '';
+      tokenMap['{{berth.price}}'] = eoi.berth.price ?? '';
+      tokenMap['{{berth.priceCurrency}}'] = eoi.berth.priceCurrency;
+      tokenMap['{{berth.tenureType}}'] = eoi.berth.tenureType;
+
+      // Interest tokens
+      tokenMap['{{interest.stage}}'] = eoi.interest.stage;
+      tokenMap['{{interest.leadCategory}}'] = eoi.interest.leadCategory ?? '';
+      tokenMap['{{interest.berthNumber}}'] = eoi.berth.mooringNumber;
+      tokenMap['{{interest.dateFirstContact}}'] = eoi.interest.dateFirstContact
+        ? eoi.interest.dateFirstContact.toLocaleDateString('en-GB')
+        : '';
+      tokenMap['{{interest.notes}}'] = eoi.interest.notes ?? '';
+    } catch (err) {
+      // buildEoiContext throws ValidationError when the interest has no yacht
+      // or berth; non-EOI templates don't need those. Fall through to the
+      // legacy resolution path below. Re-throw anything else.
+      if (
+        !(err instanceof ValidationError) ||
+        !/interest has no (yacht|berth)/i.test(err.message)
+      ) {
+        throw err;
+      }
+    }
+  }
+
+  // ─── Legacy / non-EOI fallback ──────────────────────────────────────────────
+
+  // Client tokens from direct client lookup (welcome letters, correspondence,
+  // or EOI-flow clients where we still want client.source to resolve).
   if (context.clientId) {
     const client = await db.query.clients.findFirst({
       where: eq(clients.id, context.clientId),
     });
     if (client && client.portId === context.portId) {
+      // Always resolve source from the DB — EoiContext doesn't carry it.
+      if (tokenMap['{{client.source}}'] === undefined) {
+        tokenMap['{{client.source}}'] = client.source ?? '';
+      }
+
+      // Only fill client.* tokens if the EOI path didn't already populate them.
+      if (!eoiContextLoaded) {
         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');
+        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
+  // Interest tokens (legacy path — fills in fields EoiContext doesn't expose,
+  // like eoiStatus / dateEoiSigned / dateContractSigned, or populates the
+  // whole interest.* block when EOI resolution was skipped).
   if (context.interestId) {
     const interest = await db.query.interests.findFirst({
       where: eq(interests.id, context.interestId),
     });
     if (interest && interest.portId === context.portId) {
+      if (!eoiContextLoaded) {
         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.notes}}'] = interest.notes ?? '';
+      }
+      // These are never populated by EoiContext — always fill them in.
+      tokenMap['{{interest.eoiStatus}}'] = interest.eoiStatus ?? '';
       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) {
+      // Derive berth number from the interest when berthId wasn't passed and
+      // the EOI path didn't already populate it.
+      if (!eoiContextLoaded && 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 ?? '';
+        if (interestBerth) {
+          tokenMap['{{interest.berthNumber}}'] = interestBerth.mooringNumber;
+          if (!tokenMap['{{berth.mooringNumber}}']) {
+            tokenMap['{{berth.mooringNumber}}'] = interestBerth.mooringNumber;
+          }
         } else {
-        tokenMap['{{interest.berthNumber}}'] = context.berthId
-          ? tokenMap['{{berth.mooringNumber}}'] ?? ''
+          tokenMap['{{interest.berthNumber}}'] ??= '';
+        }
+      } else if (!eoiContextLoaded) {
+        tokenMap['{{interest.berthNumber}}'] ??= context.berthId
+          ? (tokenMap['{{berth.mooringNumber}}'] ?? '')
           : '';
       }
     }
   }
 
-  // Berth tokens
-  if (context.berthId) {
+  // Berth tokens (legacy path — when a berthId is passed directly and EOI
+  // resolution didn't already populate the berth block).
+  if (context.berthId && !eoiContextLoaded) {
     const berth = await db.query.berths.findFirst({
       where: eq(berths.id, context.berthId),
     });
@@ -355,9 +493,7 @@ export async function resolveTemplate(
   }
 
   if (missing.length > 0) {
-    throw new ValidationError(
-      `Missing required merge field values: ${missing.join(', ')}`,
-    );
+    throw new ValidationError(`Missing required merge field values: ${missing.join(', ')}`);
   }
 
   // Interpolate all tokens
@@ -558,12 +694,12 @@ export async function generateAndSign(
   signers: GenerateAndSignInput['signers'],
   meta: AuditMeta,
 ) {
-  const { document: documentRecord, file } = await generateFromTemplate(
+  const { document: documentRecord, file } = (await generateFromTemplate(
     templateId,
     portId,
     context,
     meta,
-  ) as { document: DbDocument; file: DbFile };
+  )) as { document: DbDocument; file: DbFile };
   const template = await getTemplateById(templateId, portId);
 
   // Fetch PDF bytes from MinIO to send to Documenso
@@ -611,7 +747,10 @@ export async function generateAndSign(
     userAgent: meta.userAgent,
   });
 
-  emitToRoom(`port:${portId}`, 'document:updated', { documentId: documentRecord.id, changedFields: ['status', 'documensoId'] });
+  emitToRoom(`port:${portId}`, 'document:updated', {
+    documentId: documentRecord.id,
+    changedFields: ['status', 'documensoId'],
+  });
 
   return { document: { ...documentRecord, documensoId: documensoDoc.id, status: 'sent' }, file };
 }

tests/integration/document-templates-eoi.test.ts

@@ -0,0 +1,425 @@
+import { beforeAll, describe, expect, it } from 'vitest';
+
+import { db } from '@/lib/db';
+import { documentTemplates } from '@/lib/db/schema/documents';
+import { clientAddresses, clientContacts, clients as clientsTable } from '@/lib/db/schema/clients';
+import { interests as interestsTable } from '@/lib/db/schema/interests';
+import { getMergeFields, resolveTemplate } from '@/lib/services/document-templates';
+
+import { makeBerth, makeClient, makeCompany, makePort, makeYacht } from '../helpers/factories';
+
+// ─── Helpers ──────────────────────────────────────────────────────────────────
+
+async function insertTemplate(args: {
+  portId: string;
+  bodyHtml: string;
+  name?: string;
+  templateType?: string;
+}) {
+  const [row] = await db
+    .insert(documentTemplates)
+    .values({
+      portId: args.portId,
+      name: args.name ?? `Tmpl ${Math.random().toString(36).slice(2, 8)}`,
+      templateType: args.templateType ?? 'custom',
+      bodyHtml: args.bodyHtml,
+      createdBy: 'test',
+    })
+    .returning();
+  return row!;
+}
+
+async function insertInterest(args: {
+  portId: string;
+  clientId: string;
+  yachtId?: string | null;
+  berthId?: string | null;
+  pipelineStage?: string;
+  leadCategory?: string;
+  notes?: string;
+}) {
+  const [row] = await db
+    .insert(interestsTable)
+    .values({
+      portId: args.portId,
+      clientId: args.clientId,
+      yachtId: args.yachtId ?? null,
+      berthId: args.berthId ?? null,
+      pipelineStage: args.pipelineStage ?? 'open',
+      leadCategory: args.leadCategory ?? null,
+      notes: args.notes ?? null,
+    })
+    .returning();
+  return row!;
+}
+
+// ─── MERGE_FIELDS catalog ─────────────────────────────────────────────────────
+
+describe('MERGE_FIELDS catalog', () => {
+  const catalog = getMergeFields();
+
+  it('includes new yacht / company / owner scopes', () => {
+    expect(catalog.yacht).toBeDefined();
+    expect(catalog.company).toBeDefined();
+    expect(catalog.owner).toBeDefined();
+
+    const yachtTokens = catalog.yacht!.map((f) => f.token);
+    expect(yachtTokens).toContain('{{yacht.name}}');
+    expect(yachtTokens).toContain('{{yacht.hullNumber}}');
+    expect(yachtTokens).toContain('{{yacht.lengthFt}}');
+    expect(yachtTokens).toContain('{{yacht.lengthM}}');
+
+    const companyTokens = catalog.company!.map((f) => f.token);
+    expect(companyTokens).toContain('{{company.name}}');
+    expect(companyTokens).toContain('{{company.legalName}}');
+    expect(companyTokens).toContain('{{company.taxId}}');
+    expect(companyTokens).toContain('{{company.billingAddress}}');
+
+    const ownerTokens = catalog.owner!.map((f) => f.token);
+    expect(ownerTokens).toContain('{{owner.type}}');
+    expect(ownerTokens).toContain('{{owner.name}}');
+    expect(ownerTokens).toContain('{{owner.legalName}}');
+  });
+
+  it('removes deprecated client.yacht* and client.companyName tokens', () => {
+    const clientTokens = catalog.client!.map((f) => f.token);
+    expect(clientTokens).not.toContain('{{client.companyName}}');
+    expect(clientTokens).not.toContain('{{client.yachtName}}');
+    expect(clientTokens).not.toContain('{{client.yachtLengthFt}}');
+    expect(clientTokens).not.toContain('{{client.yachtLengthM}}');
+    expect(clientTokens).not.toContain('{{client.yachtWidthFt}}');
+    expect(clientTokens).not.toContain('{{client.yachtDraftFt}}');
+  });
+
+  it('keeps client.fullName as required but drops berth.mooringNumber requirement', () => {
+    const fullName = catalog.client!.find((f) => f.token === '{{client.fullName}}');
+    expect(fullName?.required).toBe(true);
+
+    const mooring = catalog.berth!.find((f) => f.token === '{{berth.mooringNumber}}');
+    expect(mooring?.required).toBe(false);
+  });
+});
+
+// ─── resolveTemplate — EOI scope tokens ───────────────────────────────────────
+
+describe('resolveTemplate — EOI scope tokens', () => {
+  const EOI_TEMPLATE_BODY = [
+    'Client: {{client.fullName}} / {{client.email}} / {{client.phone}}',
+    'Yacht: {{yacht.name}} HN={{yacht.hullNumber}} LenFt={{yacht.lengthFt}} LenM={{yacht.lengthM}} YB={{yacht.yearBuilt}}',
+    'Owner: type={{owner.type}} name={{owner.name}} legal={{owner.legalName}}',
+    'Company: name={{company.name}} legal={{company.legalName}} tax={{company.taxId}} addr={{company.billingAddress}}',
+    'Berth: mooring={{berth.mooringNumber}} area={{berth.area}}',
+    'Interest: stage={{interest.stage}} cat={{interest.leadCategory}} notes={{interest.notes}}',
+    'Port: {{port.name}}',
+  ].join('\n');
+
+  let setup: {
+    portId: string;
+    clientId: string;
+    yachtId: string;
+    berthId: string;
+    interestId: string;
+    templateId: string;
+  };
+
+  beforeAll(async () => {
+    const port = await makePort();
+    const client = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Alice Client', nationality: 'US', source: 'referral' },
+    });
+    await db.insert(clientContacts).values([
+      { clientId: client.id, channel: 'email', value: 'alice@example.com', isPrimary: true },
+      { clientId: client.id, channel: 'phone', value: '+1-555-0000', isPrimary: true },
+    ]);
+    await db.insert(clientAddresses).values({
+      clientId: client.id,
+      portId: port.id,
+      streetAddress: '1 Main St',
+      city: 'Town',
+      country: 'US',
+      isPrimary: true,
+    });
+
+    const yacht = await makeYacht({
+      portId: port.id,
+      ownerType: 'client',
+      ownerId: client.id,
+      name: 'Sea Breeze',
+      hullNumber: 'HN-100',
+      overrides: {
+        flag: 'US',
+        yearBuilt: 2020,
+        lengthFt: '60',
+        widthFt: '20',
+        draftFt: '8',
+        lengthM: '18.3',
+        widthM: '6.1',
+        draftM: '2.4',
+      },
+    });
+
+    const berth = await makeBerth({
+      portId: port.id,
+      overrides: { mooringNumber: 'M-42', area: 'North', lengthFt: '70', price: '100000' },
+    });
+
+    const interest = await insertInterest({
+      portId: port.id,
+      clientId: client.id,
+      yachtId: yacht.id,
+      berthId: berth.id,
+      pipelineStage: 'in_communication',
+      leadCategory: 'tour',
+      notes: 'Eager buyer',
+    });
+
+    const tmpl = await insertTemplate({
+      portId: port.id,
+      bodyHtml: EOI_TEMPLATE_BODY,
+    });
+
+    setup = {
+      portId: port.id,
+      clientId: client.id,
+      yachtId: yacht.id,
+      berthId: berth.id,
+      interestId: interest.id,
+      templateId: tmpl.id,
+    };
+  });
+
+  it('populates yacht.* tokens from EoiContext when interestId provided', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Yacht: Sea Breeze HN=HN-100');
+    expect(resolved).toContain('LenFt=60');
+    expect(resolved).toContain('LenM=18.3');
+    expect(resolved).toContain('YB=2020');
+  });
+
+  it('populates owner.type and owner.name for client-owned yacht', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Owner: type=client name=Alice Client');
+  });
+
+  it('leaves company.* tokens empty for client-owned yachts', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Company: name= legal= tax= addr=');
+  });
+
+  it('populates berth.mooringNumber from EoiContext', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Berth: mooring=M-42 area=North');
+  });
+
+  it('populates interest.* tokens', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Interest: stage=in_communication cat=tour notes=Eager buyer');
+  });
+
+  it('populates client.* tokens from EoiContext', async () => {
+    const resolved = await resolveTemplate(setup.templateId, {
+      interestId: setup.interestId,
+      clientId: setup.clientId,
+      portId: setup.portId,
+    });
+
+    expect(resolved).toContain('Client: Alice Client / alice@example.com / +1-555-0000');
+  });
+});
+
+describe('resolveTemplate — company-owned yacht', () => {
+  it('populates company.* tokens and owner.legalName for company-owned yachts', async () => {
+    const port = await makePort();
+    const company = await makeCompany({
+      portId: port.id,
+      overrides: {
+        name: 'Acme Yachts',
+        legalName: 'Acme Yachts Ltd.',
+        taxId: 'TAX-123',
+      },
+    });
+    const client = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Bob Contact' },
+    });
+    const yacht = await makeYacht({
+      portId: port.id,
+      ownerType: 'company',
+      ownerId: company.id,
+      name: 'Acme Runner',
+    });
+    const berth = await makeBerth({
+      portId: port.id,
+      overrides: { mooringNumber: 'B-7' },
+    });
+    const [interest] = await db
+      .insert(interestsTable)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        yachtId: yacht.id,
+        berthId: berth.id,
+        pipelineStage: 'open',
+      })
+      .returning();
+
+    const [tmpl] = await db
+      .insert(documentTemplates)
+      .values({
+        portId: port.id,
+        name: 'company tmpl',
+        templateType: 'custom',
+        bodyHtml: [
+          'Owner={{owner.type}}/{{owner.name}}/{{owner.legalName}}',
+          'Company={{company.name}}/{{company.legalName}}/{{company.taxId}}',
+        ].join(' | '),
+        createdBy: 'test',
+      })
+      .returning();
+
+    const resolved = await resolveTemplate(tmpl!.id, {
+      interestId: interest!.id,
+      clientId: client.id,
+      portId: port.id,
+    });
+
+    expect(resolved).toContain('Owner=company/Acme Yachts/Acme Yachts Ltd.');
+    expect(resolved).toContain('Company=Acme Yachts/Acme Yachts Ltd./TAX-123');
+  });
+});
+
+// ─── resolveTemplate — legacy fallback path ───────────────────────────────────
+
+describe('resolveTemplate — legacy fallback (no interestId)', () => {
+  it('falls back to direct client lookup when no interestId is provided', async () => {
+    const port = await makePort();
+    const client = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Carol NoInterest', nationality: 'UK', source: 'website' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: client.id,
+      channel: 'email',
+      value: 'carol@example.com',
+      isPrimary: true,
+    });
+
+    const [tmpl] = await db
+      .insert(documentTemplates)
+      .values({
+        portId: port.id,
+        name: 'welcome',
+        templateType: 'welcome_letter',
+        bodyHtml:
+          'Hello {{client.fullName}} ({{client.email}}) from {{client.nationality}} src={{client.source}}',
+        createdBy: 'test',
+      })
+      .returning();
+
+    const resolved = await resolveTemplate(tmpl!.id, {
+      clientId: client.id,
+      portId: port.id,
+    });
+
+    expect(resolved).toContain('Hello Carol NoInterest');
+    expect(resolved).toContain('carol@example.com');
+    expect(resolved).toContain('from UK');
+    expect(resolved).toContain('src=website');
+  });
+
+  it('handles an interest that has no yacht without throwing (legacy fallback)', async () => {
+    const port = await makePort();
+    const client = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Dave NoYacht' },
+    });
+    const berth = await makeBerth({
+      portId: port.id,
+      overrides: { mooringNumber: 'B-LEG' },
+    });
+    const [interest] = await db
+      .insert(interestsTable)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        yachtId: null,
+        berthId: berth.id,
+        pipelineStage: 'open',
+        leadCategory: 'casual',
+      })
+      .returning();
+
+    const [tmpl] = await db
+      .insert(documentTemplates)
+      .values({
+        portId: port.id,
+        name: 'partial',
+        templateType: 'correspondence',
+        bodyHtml:
+          'Client={{client.fullName}} Stage={{interest.stage}} Cat={{interest.leadCategory}} Mooring={{berth.mooringNumber}}',
+        createdBy: 'test',
+      })
+      .returning();
+
+    const resolved = await resolveTemplate(tmpl!.id, {
+      clientId: client.id,
+      interestId: interest!.id,
+      portId: port.id,
+    });
+
+    expect(resolved).toContain('Client=Dave NoYacht');
+    expect(resolved).toContain('Stage=open');
+    expect(resolved).toContain('Cat=casual');
+    expect(resolved).toContain('Mooring=B-LEG');
+  });
+
+  it('raises ValidationError when required client.fullName has no value', async () => {
+    const port = await makePort();
+    const [tmpl] = await db
+      .insert(documentTemplates)
+      .values({
+        portId: port.id,
+        name: 'no client',
+        templateType: 'custom',
+        bodyHtml: 'Hello {{client.fullName}}',
+        createdBy: 'test',
+      })
+      .returning();
+
+    // Insert a client row with empty-string fullName to trigger the required check.
+    const [client] = await db
+      .insert(clientsTable)
+      .values({ portId: port.id, fullName: '' })
+      .returning();
+
+    await expect(
+      resolveTemplate(tmpl!.id, { clientId: client!.id, portId: port.id }),
+    ).rejects.toThrow(/Missing required merge field/i);
+  });
+});