feat(eoi): in-app pathway fills the same source PDF as Documenso
When the in-app pathway is used for EOI templates, we now load the same source PDF that the Documenso template uploads and fill its AcroForm fields with values from EoiContext via pdf-lib. Field names mirror the Documenso template's formValues keys exactly (Name, Email, Address, Yacht Name, Length, Width, Draft, Berth Number + Lease_10 / Purchase checkboxes), so both pathways produce equivalent legal documents — only the renderer differs. The form is left interactive (not flattened) so a recipient can still adjust values before signing. Non-EOI templates (welcome letters, acknowledgments, etc.) keep using the existing HTML→pdfme path. Adds: - pdf-lib direct dep - src/lib/pdf/fill-eoi-form.ts — load + fill helpers, EOI_TEMPLATE_PDF_PATH env override - assets/ + README documenting the expected source PDF - next.config outputFileTracingIncludes so the asset is bundled in the standalone build Tests: 8 new (4 fill-form unit + 2 source-PDF route + 2 fallback); 645/645 green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -23,6 +23,7 @@ import {
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generateDocumentFromTemplate as documensoGenerateFromTemplate,
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} from '@/lib/services/documenso-client';
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import { buildDocumensoPayload } from '@/lib/services/documenso-payload';
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import { generateEoiPdfFromTemplate } from '@/lib/pdf/fill-eoi-form';
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import { buildEoiContext } from '@/lib/services/eoi-context';
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import { sendEmail } from '@/lib/email';
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import type {
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@@ -687,12 +688,107 @@ export async function generateAndSend(
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return { document, file };
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}
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// ─── EOI from source PDF (in-app pathway, EOI templates only) ─────────────────
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/**
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* BR-142: For EOI templates, the in-app pathway uses the same source PDF as
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* the Documenso template — filled via pdf-lib with values from EoiContext.
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* Same field names, same legal document; the only difference is who renders
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* it. The form is left interactive so a recipient can adjust before signing.
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*/
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async function generateEoiFromSourcePdf(
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template: typeof documentTemplates.$inferSelect,
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portId: string,
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context: GenerateInput,
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meta: AuditMeta,
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): Promise<{ document: DbDocument; file: DbFile }> {
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if (!context.interestId) {
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throw new ValidationError('interestId is required for EOI template generation');
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}
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const eoiContext = await buildEoiContext(context.interestId, portId);
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const pdfBytes = await generateEoiPdfFromTemplate(eoiContext);
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const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
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const fileId = crypto.randomUUID();
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const storagePath = buildStoragePath(
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port?.slug ?? portId,
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'document-templates',
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template.id,
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fileId,
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'pdf',
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);
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await minioClient.putObject(
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env.MINIO_BUCKET,
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storagePath,
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Buffer.from(pdfBytes),
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pdfBytes.byteLength,
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{ 'Content-Type': 'application/pdf' },
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);
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const [fileRecord] = await db
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.insert(files)
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.values({
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portId,
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clientId: context.clientId ?? null,
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filename: `${template.name.toLowerCase().replace(/\s+/g, '-')}.pdf`,
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originalName: `${template.name}.pdf`,
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mimeType: 'application/pdf',
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sizeBytes: String(pdfBytes.byteLength),
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storagePath,
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storageBucket: env.MINIO_BUCKET,
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category: 'eoi',
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uploadedBy: meta.userId,
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})
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.returning();
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const [documentRecord] = await db
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.insert(documents)
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.values({
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portId,
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clientId: context.clientId ?? null,
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interestId: context.interestId,
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documentType: template.templateType,
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title: template.name,
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status: 'draft',
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fileId: fileRecord!.id,
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isManualUpload: false,
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createdBy: meta.userId,
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})
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.returning();
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'create',
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entityType: 'document',
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entityId: documentRecord!.id,
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newValue: {
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templateId: template.id,
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templateName: template.name,
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source: 'eoi-source-pdf',
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clientId: context.clientId,
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interestId: context.interestId,
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},
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ipAddress: meta.ipAddress,
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userAgent: meta.userAgent,
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});
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emitToRoom(`port:${portId}`, 'document:created', { documentId: documentRecord!.id });
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return { document: documentRecord!, file: fileRecord! };
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}
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// ─── Generate and Sign ────────────────────────────────────────────────────────
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/**
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* BR-142: EOI / NDA signing. Dual pathway:
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* - `inapp`: resolve the in-app template → pdfme → upload PDF to MinIO →
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* upload to Documenso and send for signing.
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* - `inapp`: produce the PDF locally (EOI templates fill the same source
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* PDF as Documenso via pdf-lib; other template types fall back to the
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* HTML→pdfme path), upload to MinIO, then upload to Documenso and send
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* for signing.
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* - `documenso-template`: skip our PDF generation entirely; call Documenso's
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* template-generate endpoint with the shared EOI context. Documenso owns
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* the PDF. We still record a `documents` row for tracking.
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@@ -724,14 +820,19 @@ async function generateAndSignViaInApp(
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if (!signers || signers.length === 0) {
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throw new ValidationError('signers are required for inapp pathway');
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}
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const { document: documentRecord, file } = (await generateFromTemplate(
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templateId,
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portId,
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context,
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meta,
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)) as { document: DbDocument; file: DbFile };
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const template = await getTemplateById(templateId, portId);
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// EOI templates fill the same source PDF as the Documenso template (so both
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// pathways yield the same document). Other template types stay on the
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// HTML→pdfme rendering path.
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const { document: documentRecord, file } =
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template.templateType === 'eoi'
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? await generateEoiFromSourcePdf(template, portId, context, meta)
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: ((await generateFromTemplate(templateId, portId, context, meta)) as {
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document: DbDocument;
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file: DbFile;
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});
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// Fetch PDF bytes from MinIO to send to Documenso
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const pdfStream = await minioClient.getObject(env.MINIO_BUCKET, file.storagePath);
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const chunks: Buffer[] = [];
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