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>
This commit is contained in:
Matt Ciaccio
2026-04-26 13:38:02 +02:00
parent f8255cedb8
commit 2ff24a7132
8 changed files with 536 additions and 9 deletions

View File

@@ -42,6 +42,14 @@ vi.mock('@/lib/pdf/generate', () => ({
generatePdf: vi.fn().mockResolvedValue(new Uint8Array(Buffer.from('fake-pdf'))),
}));
vi.mock('@/lib/pdf/fill-eoi-form', () => ({
generateEoiPdfFromTemplate: vi
.fn()
.mockResolvedValue(new Uint8Array(Buffer.from('fake-eoi-pdf'))),
loadEoiTemplatePdf: vi.fn(),
fillEoiFormFields: vi.fn(),
}));
vi.mock('@/lib/audit', () => ({
createAuditLog: vi.fn().mockResolvedValue(undefined),
}));
@@ -223,6 +231,74 @@ describe('generateAndSign — inapp pathway', () => {
),
).rejects.toThrow(ValidationError);
});
it('uses the EOI source-PDF path (not pdfme HTML) for templateType=eoi', async () => {
const fillModule = await import('@/lib/pdf/fill-eoi-form');
const pdfModule = await import('@/lib/pdf/generate');
const client = await import('@/lib/services/documenso-client');
vi.mocked(client.createDocument).mockResolvedValue({
id: 'doc-eoi-pdf',
status: 'PENDING',
recipients: [],
});
vi.mocked(client.sendDocument).mockResolvedValue({
id: 'doc-eoi-pdf',
status: 'PENDING',
recipients: [],
});
await generateAndSign(
setup.inAppTemplateId,
setup.portId,
{ clientId: setup.clientId, interestId: setup.interestId },
[{ name: 'C', email: 'c@x.com', role: 'signer', signingOrder: 1 }],
'inapp',
{ ...meta, portId: setup.portId },
);
expect(fillModule.generateEoiPdfFromTemplate).toHaveBeenCalled();
expect(pdfModule.generatePdf).not.toHaveBeenCalled();
});
it('falls back to HTML→pdfme for non-EOI template types', async () => {
// Create a non-EOI template inline.
const [other] = await db
.insert(documentTemplates)
.values({
portId: setup.portId,
name: 'Welcome Letter',
templateType: 'welcome_letter',
bodyHtml: '<p>Welcome {{client.fullName}}</p>',
createdBy: 'test',
})
.returning();
const fillModule = await import('@/lib/pdf/fill-eoi-form');
const pdfModule = await import('@/lib/pdf/generate');
const client = await import('@/lib/services/documenso-client');
vi.mocked(client.createDocument).mockResolvedValue({
id: 'doc-welcome',
status: 'PENDING',
recipients: [],
});
vi.mocked(client.sendDocument).mockResolvedValue({
id: 'doc-welcome',
status: 'PENDING',
recipients: [],
});
await generateAndSign(
other!.id,
setup.portId,
{ clientId: setup.clientId },
[{ name: 'C', email: 'c@x.com', role: 'signer', signingOrder: 1 }],
'inapp',
{ ...meta, portId: setup.portId },
);
expect(pdfModule.generatePdf).toHaveBeenCalled();
expect(fillModule.generateEoiPdfFromTemplate).not.toHaveBeenCalled();
});
});
// ─── Pathway: documenso-template ──────────────────────────────────────────────