From 411d0764e8825f52c1217a28a8d343c8bd24b7f8 Mon Sep 17 00:00:00 2001
From: Matt <matt@letsbe.solutions>
Date: Tue, 12 May 2026 21:11:23 +0200
Subject: [PATCH] feat(document-templates): delete TipTap-to-pdfme bridge
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Phase 1 / commit 12 of 14 — strips out the 571-line tiptap-to-pdfme
serializer and every code path that depended on it. TipTap document
templates remain as Documenso-template seed bodies; the CRM no longer
renders them to PDF in-app.

Deleted:
  src/lib/pdf/tiptap-to-pdfme.ts                                (571 LOC)
  src/lib/pdf/templates/eoi-standard-inapp.ts                   (337 LOC)
  src/app/api/v1/admin/templates/preview/route.ts
  src/app/api/v1/document-templates/[id]/generate/route.ts
  src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
  src/lib/services/document-templates.ts:generateFromTemplate (~140 LOC)
  src/lib/services/document-templates.ts:generateAndSend       (~40 LOC)
  src/lib/validators/document-templates.ts:generateAndSendSchema
  src/lib/validators/document-templates.ts:previewAdminTemplateSchema
  tests/unit/tiptap-serializer.test.ts (old bridge tests)

Preserved as src/lib/pdf/tiptap-validation.ts (~70 LOC):
  - validateTipTapDocument()  — still used to reject unsupported nodes
    on save in the admin template editor
  - TEMPLATE_VARIABLES        — drives the merge-token picker in the
    admin template form + preview UI

generateAndSign() now throws a clear ValidationError when a non-EOI
template tries the in-app pathway. Use a Documenso template, or wait
for the deferred AcroForm-fill admin-upload feature.

seed-data.ts: "Standard EOI (in-app)" template row now seeds with stub
bodyHtml + small MERGE_FIELDS array; the deleted HTML helper was never
actually rendered (in-app EOI is pdf-lib AcroForm fill on the source
PDF — generateEoiPdfFromTemplate, unchanged).

After this commit, pdfme has zero callers left. Commit 14 drops the
deps and the generate.ts shim.

1298/1298 vitest green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 .../api/v1/admin/templates/preview/route.ts   |  74 ---
 .../[id]/generate-and-send/route.ts           |  34 --
 .../document-templates/[id]/generate/route.ts |  24 -
 .../document-templates/template-form.tsx      |   2 +-
 .../document-templates/template-preview.tsx   |   2 +-
 src/lib/db/seed-data.ts                       |  24 +-
 src/lib/pdf/templates/eoi-standard-inapp.ts   | 337 -----------
 src/lib/pdf/tiptap-to-pdfme.ts                | 571 ------------------
 src/lib/pdf/tiptap-validation.ts              |  71 +++
 .../services/document-templates.service.ts    |   2 +-
 src/lib/services/document-templates.ts        | 220 +------
 src/lib/validators/document-templates.ts      |  11 -
 ...cument-templates-generate-and-sign.test.ts |  41 +-
 tests/unit/tiptap-serializer.test.ts          | 221 -------
 14 files changed, 137 insertions(+), 1497 deletions(-)
 delete mode 100644 src/app/api/v1/admin/templates/preview/route.ts
 delete mode 100644 src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
 delete mode 100644 src/app/api/v1/document-templates/[id]/generate/route.ts
 delete mode 100644 src/lib/pdf/templates/eoi-standard-inapp.ts
 delete mode 100644 src/lib/pdf/tiptap-to-pdfme.ts
 create mode 100644 src/lib/pdf/tiptap-validation.ts
 delete mode 100644 tests/unit/tiptap-serializer.test.ts

diff --git a/src/app/api/v1/admin/templates/preview/route.ts b/src/app/api/v1/admin/templates/preview/route.ts
deleted file mode 100644
index 64c240fd..00000000
--- a/src/app/api/v1/admin/templates/preview/route.ts
+++ /dev/null
@@ -1,74 +0,0 @@
-import { NextResponse } from 'next/server';
-
-import { withAuth, withPermission } from '@/lib/api/helpers';
-import { parseBody } from '@/lib/api/route-helpers';
-import { errorResponse, ValidationError } from '@/lib/errors';
-import { generatePdf } from '@/lib/pdf/generate';
-import {
-  validateTipTapDocument,
-  tipTapToPdfmeTemplate,
-  buildContentInputsFromDoc,
-  substituteVariables,
-  type TipTapNode,
-} from '@/lib/pdf/tiptap-to-pdfme';
-import { previewAdminTemplateSchema } from '@/lib/validators/document-templates';
-
-/**
- * POST /api/v1/admin/templates/preview
- *
- * Generates a preview PDF from a TipTap JSON content block.
- * Returns { data: { pdfBase64: string } } - the client can render this
- * in an <iframe src="data:application/pdf;base64,..."> or open in a new tab.
- *
- * Body:
- *   content: TipTap JSON document
- *   sampleData?: Record<string, string> - variable substitutions
- */
-export const POST = withAuth(
-  withPermission('document_templates', 'manage', async (req, _ctx) => {
-    try {
-      const body = await parseBody(req, previewAdminTemplateSchema);
-
-      const doc = body.content as unknown as TipTapNode;
-      const sampleData = body.sampleData ?? {};
-
-      // Validate content nodes
-      const unsupported = validateTipTapDocument(doc);
-      if (unsupported.length > 0) {
-        throw new ValidationError(
-          `Content contains unsupported node types: ${unsupported.join(', ')}`,
-        );
-      }
-
-      // Substitute variables in text nodes
-      const substitutedDoc = substituteInDoc(doc, sampleData);
-
-      // Convert to pdfme template + inputs
-      const template = tipTapToPdfmeTemplate(substitutedDoc);
-      const inputs = buildContentInputsFromDoc(substitutedDoc, template);
-
-      const pdfBytes = await generatePdf(template, inputs);
-      const pdfBase64 = Buffer.from(pdfBytes).toString('base64');
-
-      return NextResponse.json({ data: { pdfBase64 } });
-    } catch (error) {
-      return errorResponse(error);
-    }
-  }),
-);
-
-/**
- * Deeply substitutes {{variable}} tokens in all text nodes of a TipTap doc.
- */
-function substituteInDoc(node: TipTapNode, data: Record<string, string>): TipTapNode {
-  if (node.type === 'text' && node.text) {
-    return { ...node, text: substituteVariables(node.text, data) };
-  }
-  if (node.content) {
-    return {
-      ...node,
-      content: node.content.map((child) => substituteInDoc(child, data)),
-    };
-  }
-  return node;
-}
diff --git a/src/app/api/v1/document-templates/[id]/generate-and-send/route.ts b/src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
deleted file mode 100644
index edb7e57b..00000000
--- a/src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
+++ /dev/null
@@ -1,34 +0,0 @@
-import { NextResponse } from 'next/server';
-
-import { withAuth, withPermission } from '@/lib/api/helpers';
-import { parseBody } from '@/lib/api/route-helpers';
-import { errorResponse } from '@/lib/errors';
-import { generateAndSend } from '@/lib/services/document-templates';
-import { generateAndSendSchema } from '@/lib/validators/document-templates';
-
-export const POST = withAuth(
-  withPermission('documents', 'create', async (req, ctx, params) => {
-    try {
-      const body = await parseBody(req, generateAndSendSchema);
-      const result = await generateAndSend(
-        params.id!,
-        ctx.portId,
-        {
-          clientId: body.clientId,
-          interestId: body.interestId,
-          berthId: body.berthId,
-        },
-        body.recipientEmail,
-        {
-          userId: ctx.userId,
-          portId: ctx.portId,
-          ipAddress: ctx.ipAddress,
-          userAgent: ctx.userAgent,
-        },
-      );
-      return NextResponse.json({ data: result }, { status: 201 });
-    } catch (error) {
-      return errorResponse(error);
-    }
-  }),
-);
diff --git a/src/app/api/v1/document-templates/[id]/generate/route.ts b/src/app/api/v1/document-templates/[id]/generate/route.ts
deleted file mode 100644
index d4550bf9..00000000
--- a/src/app/api/v1/document-templates/[id]/generate/route.ts
+++ /dev/null
@@ -1,24 +0,0 @@
-import { NextResponse } from 'next/server';
-
-import { withAuth, withPermission } from '@/lib/api/helpers';
-import { parseBody } from '@/lib/api/route-helpers';
-import { errorResponse } from '@/lib/errors';
-import { generateFromTemplate } from '@/lib/services/document-templates';
-import { generateSchema } from '@/lib/validators/document-templates';
-
-export const POST = withAuth(
-  withPermission('documents', 'create', async (req, ctx, params) => {
-    try {
-      const body = await parseBody(req, generateSchema);
-      const result = await generateFromTemplate(params.id!, ctx.portId, body, {
-        userId: ctx.userId,
-        portId: ctx.portId,
-        ipAddress: ctx.ipAddress,
-        userAgent: ctx.userAgent,
-      });
-      return NextResponse.json({ data: result }, { status: 201 });
-    } catch (error) {
-      return errorResponse(error);
-    }
-  }),
-);
diff --git a/src/components/admin/document-templates/template-form.tsx b/src/components/admin/document-templates/template-form.tsx
index 7f1e7163..4aee9d5c 100644
--- a/src/components/admin/document-templates/template-form.tsx
+++ b/src/components/admin/document-templates/template-form.tsx
@@ -14,7 +14,7 @@ import {
 } from '@/components/ui/select';
 import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
 import { apiFetch } from '@/lib/api/client';
-import { TEMPLATE_VARIABLES } from '@/lib/pdf/tiptap-to-pdfme';
+import { TEMPLATE_VARIABLES } from '@/lib/pdf/tiptap-validation';
 
 const DOCUMENT_TYPES = [
   { value: 'eoi', label: 'Expression of Interest' },
diff --git a/src/components/admin/document-templates/template-preview.tsx b/src/components/admin/document-templates/template-preview.tsx
index 3c987b4f..10de7773 100644
--- a/src/components/admin/document-templates/template-preview.tsx
+++ b/src/components/admin/document-templates/template-preview.tsx
@@ -5,7 +5,7 @@ import { Eye, ExternalLink } from 'lucide-react';
 import { Button } from '@/components/ui/button';
 import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog';
 import { apiFetch } from '@/lib/api/client';
-import { TEMPLATE_VARIABLES } from '@/lib/pdf/tiptap-to-pdfme';
+import { TEMPLATE_VARIABLES } from '@/lib/pdf/tiptap-validation';
 
 interface TemplatePreviewProps {
   content: Record<string, unknown> | null;
diff --git a/src/lib/db/seed-data.ts b/src/lib/db/seed-data.ts
index 217acf4f..c816b94c 100644
--- a/src/lib/db/seed-data.ts
+++ b/src/lib/db/seed-data.ts
@@ -42,12 +42,26 @@ import {
   interestBerths,
   documentTemplates,
 } from './schema';
-import {
-  getStandardEoiTemplateHtml,
-  STANDARD_EOI_MERGE_FIELDS,
-} from '@/lib/pdf/templates/eoi-standard-inapp';
 import berthSnapshot from './seed-data/berths.json';
 
+// Seed body for the default "Standard EOI" document_templates row.
+// The in-app EOI pathway renders via pdf-lib AcroForm fill on the source PDF
+// (see src/lib/pdf/fill-eoi-form.ts), not from this HTML. The bodyHtml is
+// retained so admins have a starting point if they want to use the template
+// row as a Documenso template body, but it's no longer rendered by the CRM.
+const STANDARD_EOI_BODY_HTML =
+  '<p>This Expression of Interest is signed via Documenso. The CRM no longer renders this body to PDF; see the in-app AcroForm pathway in fill-eoi-form.ts.</p>';
+const STANDARD_EOI_MERGE_FIELDS = [
+  'date.today',
+  'date.year',
+  'port.name',
+  'client.fullName',
+  'client.primaryEmail',
+  'yacht.name',
+  'berth.mooringNumber',
+  'interest.stage',
+];
+
 // ─── Berth snapshot ──────────────────────────────────────────────────────────
 // 117 rows imported from the legacy NocoDB Berths table on 2026-05-03.
 // Refresh via `pnpm tsx scripts/import-berths-from-nocodb.ts --update-snapshot`.
@@ -798,7 +812,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
       description:
         'Default Expression of Interest / Letter of Intent template, rendered in-app via pdfme. Use for ports that prefer in-app PDF generation over the Documenso template path.',
       templateType: 'eoi',
-      bodyHtml: getStandardEoiTemplateHtml(),
+      bodyHtml: STANDARD_EOI_BODY_HTML,
       mergeFields: STANDARD_EOI_MERGE_FIELDS,
       isActive: true,
       createdBy: SEED_USER_ID,
diff --git a/src/lib/pdf/templates/eoi-standard-inapp.ts b/src/lib/pdf/templates/eoi-standard-inapp.ts
deleted file mode 100644
index 8f3313ca..00000000
--- a/src/lib/pdf/templates/eoi-standard-inapp.ts
+++ /dev/null
@@ -1,337 +0,0 @@
-/**
- * Standard in-app EOI (Letter of Intent) template.
- *
- * Rendered in-app via pdfme (HTML → PDF pipeline) for ports that prefer the
- * in-app PDF generation path over the Documenso template flow.
- *
- * Merge tokens use the {{section.field}} convention and match the
- * `EoiContext` shape produced by `buildEoiContext` in
- * `src/lib/services/eoi-context.ts`. The tokens are resolved by
- * `resolveTemplate` (Task 11.4 wires the expanded resolver).
- *
- * Related:
- *   - Field mapping: docs/eoi-documenso-field-mapping.md
- *   - Context builder: src/lib/services/eoi-context.ts
- *   - Schema: document_templates (src/lib/db/schema/documents.ts)
- */
-
-export const STANDARD_EOI_MERGE_FIELDS: string[] = [
-  'date.today',
-  'date.year',
-  'port.name',
-  'port.defaultCurrency',
-  'client.fullName',
-  'client.nationality',
-  'client.primaryEmail',
-  'client.primaryPhone',
-  'client.address.street',
-  'client.address.city',
-  'client.address.country',
-  'yacht.name',
-  'yacht.hullNumber',
-  'yacht.flag',
-  'yacht.yearBuilt',
-  'yacht.lengthFt',
-  'yacht.widthFt',
-  'yacht.draftFt',
-  'yacht.lengthM',
-  'yacht.widthM',
-  'yacht.draftM',
-  'company.name',
-  'company.legalName',
-  'company.taxId',
-  'company.billingAddress',
-  'owner.type',
-  'owner.name',
-  'owner.legalName',
-  'berth.mooringNumber',
-  'berth.area',
-  'berth.lengthFt',
-  'berth.price',
-  'berth.priceCurrency',
-  'berth.tenureType',
-  'interest.stage',
-  'interest.leadCategory',
-  'interest.dateFirstContact',
-  'interest.notes',
-];
-
-export function getStandardEoiTemplateHtml(): string {
-  return `<!DOCTYPE html>
-<html lang="en">
-<head>
-<meta charset="UTF-8" />
-<title>Expression of Interest - Letter of Intent</title>
-<style>
-  @page {
-    size: letter;
-    margin: 0.9in 0.9in 1.0in 0.9in;
-  }
-  html, body {
-    margin: 0;
-    padding: 0;
-    font-family: "Times New Roman", Georgia, serif;
-    font-size: 12pt;
-    color: #111;
-    line-height: 1.45;
-  }
-  .header {
-    border-bottom: 2px solid #111;
-    padding-bottom: 8pt;
-    margin-bottom: 18pt;
-  }
-  .header .port-name {
-    font-size: 18pt;
-    font-weight: 700;
-    letter-spacing: 0.5pt;
-  }
-  .header .doc-title {
-    margin-top: 4pt;
-    font-size: 14pt;
-    font-weight: 600;
-    font-style: italic;
-  }
-  .meta {
-    display: flex;
-    justify-content: space-between;
-    margin-bottom: 18pt;
-    font-size: 11pt;
-  }
-  h2.section {
-    font-size: 12pt;
-    font-weight: 700;
-    text-transform: uppercase;
-    letter-spacing: 0.8pt;
-    border-bottom: 1px solid #555;
-    padding-bottom: 2pt;
-    margin: 16pt 0 8pt 0;
-  }
-  table.fields {
-    width: 100%;
-    border-collapse: collapse;
-    margin-bottom: 6pt;
-  }
-  table.fields td {
-    padding: 3pt 6pt 3pt 0;
-    vertical-align: top;
-  }
-  table.fields td.label {
-    width: 34%;
-    font-weight: 600;
-    color: #333;
-  }
-  .addr-line {
-    margin: 0;
-    padding: 0;
-  }
-  .signatures {
-    margin-top: 36pt;
-    display: table;
-    width: 100%;
-  }
-  .signatures .slot {
-    display: table-cell;
-    width: 50%;
-    padding-right: 18pt;
-    vertical-align: top;
-  }
-  .signatures .slot:last-child {
-    padding-right: 0;
-    padding-left: 18pt;
-  }
-  .sig-line {
-    border-top: 1px solid #111;
-    margin-top: 42pt;
-    padding-top: 4pt;
-    font-size: 10pt;
-    color: #333;
-  }
-  .footer {
-    position: fixed;
-    bottom: 0.4in;
-    left: 0.9in;
-    right: 0.9in;
-    text-align: center;
-    font-size: 9pt;
-    color: #666;
-    border-top: 1px solid #ccc;
-    padding-top: 4pt;
-  }
-  .muted {
-    color: #666;
-  }
-</style>
-</head>
-<body>
-  <div class="header">
-    <div class="port-name">{{port.name}}</div>
-    <div class="doc-title">Expression of Interest - Letter of Intent</div>
-  </div>
-
-  <div class="meta">
-    <div><strong>Date:</strong> {{date.today}}</div>
-    <div><strong>Port:</strong> {{port.name}}</div>
-  </div>
-
-  <p>
-    This Expression of Interest (the &ldquo;EOI&rdquo;) is entered into between
-    <strong>{{port.name}}</strong> and the Applicant named below, and records the
-    Applicant&rsquo;s non-binding intent to proceed toward a berth acquisition at
-    the port. It is subject to subsequent definitive documentation.
-  </p>
-
-  <h2 class="section">1. Applicant</h2>
-  <table class="fields">
-    <tr>
-      <td class="label">Full name</td>
-      <td>{{client.fullName}}</td>
-    </tr>
-    <tr>
-      <td class="label">Nationality</td>
-      <td>{{client.nationality}}</td>
-    </tr>
-    <tr>
-      <td class="label">Email</td>
-      <td>{{client.primaryEmail}}</td>
-    </tr>
-    <tr>
-      <td class="label">Phone</td>
-      <td>{{client.primaryPhone}}</td>
-    </tr>
-    <tr>
-      <td class="label">Address</td>
-      <td>
-        <p class="addr-line">{{client.address.street}}</p>
-        <p class="addr-line">{{client.address.city}}</p>
-        <p class="addr-line">{{client.address.country}}</p>
-      </td>
-    </tr>
-  </table>
-
-  <h2 class="section">2. Yacht</h2>
-  <table class="fields">
-    <tr>
-      <td class="label">Name</td>
-      <td>{{yacht.name}}</td>
-    </tr>
-    <tr>
-      <td class="label">Hull number</td>
-      <td>{{yacht.hullNumber}}</td>
-    </tr>
-    <tr>
-      <td class="label">Flag</td>
-      <td>{{yacht.flag}}</td>
-    </tr>
-    <tr>
-      <td class="label">Year built</td>
-      <td>{{yacht.yearBuilt}}</td>
-    </tr>
-    <tr>
-      <td class="label">Length (ft / m)</td>
-      <td>{{yacht.lengthFt}} ft &nbsp;/&nbsp; {{yacht.lengthM}} m</td>
-    </tr>
-    <tr>
-      <td class="label">Beam (ft / m)</td>
-      <td>{{yacht.widthFt}} ft &nbsp;/&nbsp; {{yacht.widthM}} m</td>
-    </tr>
-    <tr>
-      <td class="label">Draft (ft / m)</td>
-      <td>{{yacht.draftFt}} ft &nbsp;/&nbsp; {{yacht.draftM}} m</td>
-    </tr>
-  </table>
-
-  <h2 class="section">3. Owner</h2>
-  <p>
-    Owner type: <strong>{{owner.type}}</strong><br />
-    Owner name: <strong>{{owner.name}}</strong>
-    <span class="muted"> (legal: {{owner.legalName}})</span>
-  </p>
-  <table class="fields">
-    <tr>
-      <td class="label">Company name</td>
-      <td>{{company.name}}</td>
-    </tr>
-    <tr>
-      <td class="label">Legal name</td>
-      <td>{{company.legalName}}</td>
-    </tr>
-    <tr>
-      <td class="label">Tax ID</td>
-      <td>{{company.taxId}}</td>
-    </tr>
-    <tr>
-      <td class="label">Billing address</td>
-      <td>{{company.billingAddress}}</td>
-    </tr>
-  </table>
-  <p class="muted" style="font-size:10pt;">
-    The company block is populated only where the yacht is company-owned; for
-    client-owned yachts these fields render empty.
-  </p>
-
-  <h2 class="section">4. Berth</h2>
-  <table class="fields">
-    <tr>
-      <td class="label">Mooring number</td>
-      <td>{{berth.mooringNumber}}</td>
-    </tr>
-    <tr>
-      <td class="label">Area</td>
-      <td>{{berth.area}}</td>
-    </tr>
-    <tr>
-      <td class="label">Length</td>
-      <td>{{berth.lengthFt}} ft</td>
-    </tr>
-    <tr>
-      <td class="label">Price</td>
-      <td>{{berth.price}} {{berth.priceCurrency}}</td>
-    </tr>
-    <tr>
-      <td class="label">Tenure type</td>
-      <td>{{berth.tenureType}}</td>
-    </tr>
-  </table>
-
-  <h2 class="section">5. Interest Summary</h2>
-  <table class="fields">
-    <tr>
-      <td class="label">Pipeline stage</td>
-      <td>{{interest.stage}}</td>
-    </tr>
-    <tr>
-      <td class="label">Lead category</td>
-      <td>{{interest.leadCategory}}</td>
-    </tr>
-    <tr>
-      <td class="label">First contact</td>
-      <td>{{interest.dateFirstContact}}</td>
-    </tr>
-    <tr>
-      <td class="label">Notes</td>
-      <td>{{interest.notes}}</td>
-    </tr>
-  </table>
-
-  <h2 class="section">6. Signatures</h2>
-  <div class="signatures">
-    <div class="slot">
-      <div class="sig-line">
-        Applicant - {{client.fullName}}
-      </div>
-      <div class="muted" style="font-size:10pt; margin-top:2pt;">Date: __________________</div>
-    </div>
-    <div class="slot">
-      <div class="sig-line">
-        For and on behalf of {{port.name}}
-      </div>
-      <div class="muted" style="font-size:10pt; margin-top:2pt;">Date: __________________</div>
-    </div>
-  </div>
-
-  <div class="footer">
-    {{port.name}} &middot; Expression of Interest &middot; {{date.year}}
-  </div>
-</body>
-</html>`;
-}
diff --git a/src/lib/pdf/tiptap-to-pdfme.ts b/src/lib/pdf/tiptap-to-pdfme.ts
deleted file mode 100644
index 9a6565cd..00000000
--- a/src/lib/pdf/tiptap-to-pdfme.ts
+++ /dev/null
@@ -1,571 +0,0 @@
-/**
- * TipTap JSON → @pdfme Template Serializer
- *
- * Converts a TipTap document JSON into a @pdfme Template suitable for PDF generation.
- * Supports a constrained formatting subset; unsupported nodes are rejected at validation time.
- *
- * Supported nodes:
- *   paragraph, heading (h1-h3), bulletList, orderedList, listItem,
- *   table, tableRow, tableCell, tableHeader, image, hardBreak,
- *   text (with marks: bold, italic, underline)
- *
- * Unsupported (rejected at save time):
- *   blockquote, codeBlock, horizontalRule, taskList
- */
-
-import type { Template } from '@pdfme/common';
-
-// ─── Types ────────────────────────────────────────────────────────────────────
-
-export interface TipTapMark {
-  type: string;
-  attrs?: Record<string, unknown>;
-}
-
-export interface TipTapNode {
-  type: string;
-  content?: TipTapNode[];
-  text?: string;
-  marks?: TipTapMark[];
-  attrs?: Record<string, unknown>;
-}
-
-// @pdfme schema field shape (matches pdfme text plugin schema)
-// We use an index signature to satisfy @pdfme/common's Schema type requirement
-interface SchemaField {
-  name: string;
-  type: 'text';
-  position: { x: number; y: number };
-  width: number;
-  height: number;
-  fontSize: number;
-  fontName?: string;
-  fontColor?: string;
-  alignment?: 'left' | 'center' | 'right';
-  lineHeight?: number;
-  [key: string]: unknown;
-}
-
-// ─── Constants ────────────────────────────────────────────────────────────────
-
-const PAGE_WIDTH_MM = 170; // A4 content width (210 - 20mm margins each side)
-const PAGE_BREAK_THRESHOLD = 250; // y position (mm from page top) to start new logical page
-const MARGIN_X_MM = 20; // Left margin
-const MARGIN_TOP_MM = 20; // Top margin
-
-const UNSUPPORTED_NODES = new Set([
-  'blockquote',
-  'codeBlock',
-  'horizontalRule',
-  'taskList',
-  'taskItem',
-]);
-
-// Line heights per node type (mm)
-const PARAGRAPH_HEIGHT = 6;
-const H1_HEIGHT = 12;
-const H2_HEIGHT = 9;
-const H3_HEIGHT = 7;
-const LIST_ITEM_HEIGHT = 6;
-const TABLE_ROW_HEIGHT = 8;
-
-// Font sizes
-const PARAGRAPH_FONT_SIZE = 10;
-const H1_FONT_SIZE = 20;
-const H2_FONT_SIZE = 16;
-const H3_FONT_SIZE = 14;
-const LIST_FONT_SIZE = 10;
-const TABLE_FONT_SIZE = 9;
-
-// ─── Template Variables ───────────────────────────────────────────────────────
-
-export const TEMPLATE_VARIABLES: Array<{ key: string; label: string; example: string }> = [
-  { key: 'client.name', label: 'Client Full Name', example: 'John Smith' },
-  { key: 'client.company', label: 'Company Name', example: 'Smith Holdings' },
-  { key: 'client.email', label: 'Client Email', example: 'john@smithholdings.com' },
-  { key: 'client.phone', label: 'Client Phone', example: '+61 400 000 000' },
-  { key: 'interest.stage', label: 'Pipeline Stage', example: 'Signed EOI/NDA' },
-  { key: 'interest.berthNumber', label: 'Berth Number (from interest)', example: 'A23' },
-  { key: 'berth.mooring_number', label: 'Berth Number', example: 'A23' },
-  { key: 'berth.price', label: 'Berth Price', example: '$45,000' },
-  { key: 'berth.tenure_type', label: 'Tenure Type', example: 'Freehold' },
-  { key: 'port.name', label: 'Port Name', example: 'Port Nimara' },
-  { key: 'port.currency', label: 'Port Currency', example: 'AUD' },
-  { key: 'date.today', label: "Today's Date", example: '2026-03-15' },
-  { key: 'date.year', label: 'Current Year', example: '2026' },
-];
-
-// ─── Validation ───────────────────────────────────────────────────────────────
-
-/**
- * Recursively walks a TipTap node tree and collects any unsupported node types.
- * Returns an array of unsupported type names found, or empty array if valid.
- */
-export function validateTipTapDocument(doc: TipTapNode): string[] {
-  const found = new Set<string>();
-
-  function walk(node: TipTapNode): void {
-    if (UNSUPPORTED_NODES.has(node.type)) {
-      found.add(node.type);
-    }
-    if (node.content) {
-      for (const child of node.content) {
-        walk(child);
-      }
-    }
-  }
-
-  walk(doc);
-  return Array.from(found);
-}
-
-// ─── Text extraction helpers ──────────────────────────────────────────────────
-
-/**
- * Extracts plain text from a TipTap node and its children.
- * Preserves hardBreak as newline.
- */
-function extractText(node: TipTapNode): string {
-  if (node.type === 'text') {
-    return node.text ?? '';
-  }
-  if (node.type === 'hardBreak') {
-    return '\n';
-  }
-  if (!node.content || node.content.length === 0) {
-    return '';
-  }
-  return node.content.map(extractText).join('');
-}
-
-/**
- * For a paragraph's inline content, returns text and a flag indicating bold.
- * (pdfme text schema doesn't support inline mixed formatting; we honour the
- * dominant mark on the paragraph level for simplicity.)
- */
-function extractParagraphContent(node: TipTapNode): { text: string; bold: boolean } {
-  let text = '';
-  let hasBold = false;
-
-  if (node.content) {
-    for (const child of node.content) {
-      if (child.type === 'text') {
-        text += child.text ?? '';
-        if ((child.marks ?? []).some((m) => m.type === 'bold')) hasBold = true;
-      } else if (child.type === 'hardBreak') {
-        text += '\n';
-      } else {
-        text += extractText(child);
-      }
-    }
-  }
-
-  return { text, bold: hasBold };
-}
-
-// ─── Field name generation ────────────────────────────────────────────────────
-
-let fieldCounter = 0;
-
-function nextFieldName(prefix: string): string {
-  return `${prefix}_${fieldCounter++}`;
-}
-
-// ─── Serializer State ─────────────────────────────────────────────────────────
-
-interface SerializerState {
-  fields: SchemaField[];
-  y: number;
-  pageIndex: number;
-}
-
-function ensurePageSpace(state: SerializerState, needed: number): void {
-  if (state.y + needed > PAGE_BREAK_THRESHOLD) {
-    state.pageIndex++;
-    state.y = MARGIN_TOP_MM;
-  }
-}
-
-// ─── Node Processors ──────────────────────────────────────────────────────────
-
-function processParagraph(node: TipTapNode, state: SerializerState): void {
-  const { text, bold } = extractParagraphContent(node);
-  const lineCount = Math.max(1, (text.match(/\n/g) ?? []).length + 1);
-  const height = PARAGRAPH_HEIGHT * lineCount;
-
-  ensurePageSpace(state, height);
-
-  const field: SchemaField = {
-    name: nextFieldName('para'),
-    type: 'text',
-    position: { x: MARGIN_X_MM, y: state.y },
-    width: PAGE_WIDTH_MM,
-    height,
-    fontSize: PARAGRAPH_FONT_SIZE,
-    fontName: bold ? 'Helvetica-Bold' : 'Helvetica',
-  };
-
-  state.fields.push(field);
-  state.y += height + 1;
-}
-
-function processHeading(node: TipTapNode, state: SerializerState): void {
-  const level = (node.attrs?.level as number) ?? 1;
-
-  let height: number;
-  let fontSize: number;
-  if (level === 1) {
-    height = H1_HEIGHT;
-    fontSize = H1_FONT_SIZE;
-  } else if (level === 2) {
-    height = H2_HEIGHT;
-    fontSize = H2_FONT_SIZE;
-  } else {
-    height = H3_HEIGHT;
-    fontSize = H3_FONT_SIZE;
-  }
-
-  ensurePageSpace(state, height);
-
-  const field: SchemaField = {
-    name: nextFieldName(`h${level}`),
-    type: 'text',
-    position: { x: MARGIN_X_MM, y: state.y },
-    width: PAGE_WIDTH_MM,
-    height,
-    fontSize,
-    fontName: 'Helvetica-Bold',
-  };
-
-  state.fields.push(field);
-  state.y += height + 2;
-}
-
-function processBulletList(node: TipTapNode, state: SerializerState): void {
-  if (!node.content) return;
-
-  for (const item of node.content) {
-    if (item.type !== 'listItem') continue;
-    const height = LIST_ITEM_HEIGHT;
-
-    ensurePageSpace(state, height);
-
-    state.fields.push({
-      name: nextFieldName('bullet'),
-      type: 'text',
-      position: { x: MARGIN_X_MM + 5, y: state.y },
-      width: PAGE_WIDTH_MM - 5,
-      height,
-      fontSize: LIST_FONT_SIZE,
-      fontName: 'Helvetica',
-    });
-
-    state.y += height + 0.5;
-  }
-  state.y += 2;
-}
-
-function processOrderedList(node: TipTapNode, state: SerializerState): void {
-  if (!node.content) return;
-
-  // Use a counter that increments to build ordered list prefixes
-  let listIndex = (node.attrs?.start as number) ?? 1;
-
-  for (const item of node.content) {
-    if (item.type !== 'listItem') continue;
-    const height = LIST_ITEM_HEIGHT;
-
-    ensurePageSpace(state, height);
-
-    // listIndex is used via the field name prefix to distinguish items
-    state.fields.push({
-      name: nextFieldName(`ol_${listIndex}`),
-      type: 'text',
-      position: { x: MARGIN_X_MM + 5, y: state.y },
-      width: PAGE_WIDTH_MM - 5,
-      height,
-      fontSize: LIST_FONT_SIZE,
-      fontName: 'Helvetica',
-    });
-
-    state.y += height + 0.5;
-    listIndex++;
-  }
-  state.y += 2;
-}
-
-function processTable(node: TipTapNode, state: SerializerState): void {
-  if (!node.content) return;
-
-  const rows = node.content.filter((r) => r.type === 'tableRow');
-  if (rows.length === 0) return;
-
-  const firstRow = rows[0];
-  const colCount = firstRow?.content?.length ?? 1;
-  const colWidth = PAGE_WIDTH_MM / colCount;
-
-  for (const row of rows) {
-    if (!row.content) continue;
-    const rowHeight = TABLE_ROW_HEIGHT;
-
-    ensurePageSpace(state, rowHeight);
-
-    row.content.forEach((cell, colIdx) => {
-      const isHeader = cell.type === 'tableHeader';
-
-      state.fields.push({
-        name: nextFieldName(isHeader ? 'th' : 'td'),
-        type: 'text',
-        position: {
-          x: MARGIN_X_MM + colIdx * colWidth,
-          y: state.y,
-        },
-        width: colWidth - 0.5,
-        height: rowHeight,
-        fontSize: TABLE_FONT_SIZE,
-        fontName: isHeader ? 'Helvetica-Bold' : 'Helvetica',
-      });
-    });
-
-    state.y += rowHeight + 0.5;
-  }
-  state.y += 3;
-}
-
-// ─── Top-level Node Dispatch ──────────────────────────────────────────────────
-
-function processNode(node: TipTapNode, state: SerializerState): void {
-  switch (node.type) {
-    case 'paragraph':
-      processParagraph(node, state);
-      break;
-    case 'heading':
-      processHeading(node, state);
-      break;
-    case 'bulletList':
-      processBulletList(node, state);
-      break;
-    case 'orderedList':
-      processOrderedList(node, state);
-      break;
-    case 'table':
-      processTable(node, state);
-      break;
-    case 'image':
-      state.y += 20;
-      break;
-    case 'hardBreak':
-      state.y += 3;
-      break;
-    default:
-      break;
-  }
-}
-
-// ─── Main Serializer ──────────────────────────────────────────────────────────
-
-/**
- * Converts a TipTap JSON document to a @pdfme Template.
- * Variables like {{client.name}} are left as-is in text content.
- * Call buildContentInputsFromDoc to get inputs with actual values.
- */
-export function tipTapToPdfmeTemplate(doc: TipTapNode): Template {
-  fieldCounter = 0;
-
-  const state: SerializerState = {
-    fields: [],
-    y: MARGIN_TOP_MM,
-    pageIndex: 0,
-  };
-
-  const children = doc.type === 'doc' ? (doc.content ?? []) : [doc];
-  for (const node of children) {
-    processNode(node, state);
-  }
-
-  // eslint-disable-next-line @typescript-eslint/no-explicit-any
-  const basePdf = 'BLANK_PDF' as any;
-  // pdfme's Schema type has a string index signature we satisfy via the
-  // [key: string]: unknown on SchemaField
-  // eslint-disable-next-line @typescript-eslint/no-explicit-any
-  const schemas = [state.fields] as any;
-
-  return { basePdf, schemas } as Template;
-}
-
-// ─── Input Builder ────────────────────────────────────────────────────────────
-
-/**
- * Given a @pdfme Template and a flat key→value data record,
- * builds empty input records keyed by field name.
- * Use buildContentInputsFromDoc for content-populated inputs.
- */
-export function buildTemplateInputs(
-  template: Template,
-  data: Record<string, string>,
-): Record<string, string>[] {
-  return template.schemas.map((pageSchema) => {
-    const record: Record<string, string> = {};
-    for (const field of pageSchema as SchemaField[]) {
-      record[field.name] = data[field.name] ?? '';
-    }
-    return record;
-  });
-}
-
-/**
- * Replaces all {{variable.key}} tokens in a string with values from the data map.
- * Unmatched tokens are left as-is.
- */
-export function substituteVariables(text: string, data: Record<string, string>): string {
-  return text.replace(/\{\{([^}]+)\}\}/g, (_match, key: string) => {
-    return data[key.trim()] ?? _match;
-  });
-}
-
-/**
- * Public alias for internal buildContentInputs.
- * Builds pdfme input records by extracting text content from the TipTap doc
- * and mapping it to generated field names (in schema order).
- * Use after calling tipTapToPdfmeTemplate on the same (already-substituted) doc.
- */
-export function buildContentInputsFromDoc(
-  doc: TipTapNode,
-  template: Template,
-): Record<string, string>[] {
-  return buildContentInputs(doc, template);
-}
-
-/**
- * Full pipeline: validate → substitute variables → convert to pdfme template + inputs.
- * Returns { template, inputs, errors }.
- */
-export function tiptapDocumentToTemplateWithData(
-  doc: TipTapNode,
-  data: Record<string, string> = {},
-): {
-  template: Template | null;
-  inputs: Record<string, string>[];
-  errors: string[];
-} {
-  const errors = validateTipTapDocument(doc);
-  if (errors.length > 0) {
-    return { template: null, inputs: [], errors };
-  }
-
-  const substitutedDoc = substituteInDoc(doc, data);
-  const template = tipTapToPdfmeTemplate(substitutedDoc);
-  const inputs = buildContentInputs(substitutedDoc, template);
-
-  return { template, inputs, errors: [] };
-}
-
-// ─── Internals ────────────────────────────────────────────────────────────────
-
-/**
- * Deeply substitutes variables in all text nodes of a TipTap document.
- */
-function substituteInDoc(node: TipTapNode, data: Record<string, string>): TipTapNode {
-  if (node.type === 'text' && node.text) {
-    return { ...node, text: substituteVariables(node.text, data) };
-  }
-  if (node.content) {
-    return {
-      ...node,
-      content: node.content.map((child) => substituteInDoc(child, data)),
-    };
-  }
-  return node;
-}
-
-/**
- * Builds pdfme input records by extracting text content from the TipTap doc
- * and mapping it to generated field names (in schema order).
- */
-function buildContentInputs(doc: TipTapNode, template: Template): Record<string, string>[] {
-  const textContents = extractAllTextContents(doc);
-  const schemas = template.schemas;
-
-  return schemas.map((pageSchema, pageIdx) => {
-    const record: Record<string, string> = {};
-    const fields = pageSchema as SchemaField[];
-
-    fields.forEach((field, fieldIdx) => {
-      const globalIdx =
-        schemas.slice(0, pageIdx).reduce((acc, ps) => acc + (ps as SchemaField[]).length, 0) +
-        fieldIdx;
-      record[field.name] = textContents[globalIdx] ?? '';
-    });
-
-    return record;
-  });
-}
-
-/**
- * Extracts text content for each schema field in document order.
- * Order must mirror the order that processNode() creates fields.
- */
-function extractAllTextContents(doc: TipTapNode): string[] {
-  const contents: string[] = [];
-  const children = doc.type === 'doc' ? (doc.content ?? []) : [doc];
-
-  for (const node of children) {
-    extractNodeContent(node, contents);
-  }
-
-  return contents;
-}
-
-function extractNodeContent(node: TipTapNode, out: string[]): void {
-  switch (node.type) {
-    case 'paragraph': {
-      const { text } = extractParagraphContent(node);
-      out.push(text);
-      break;
-    }
-    case 'heading': {
-      out.push(extractText(node));
-      break;
-    }
-    case 'bulletList': {
-      if (node.content) {
-        for (const item of node.content) {
-          if (item.type === 'listItem') {
-            out.push('• ' + extractText(item).replace(/\n/g, ' '));
-          }
-        }
-      }
-      break;
-    }
-    case 'orderedList': {
-      if (node.content) {
-        let idx = (node.attrs?.start as number) ?? 1;
-        for (const item of node.content) {
-          if (item.type === 'listItem') {
-            out.push(`${idx}. ` + extractText(item).replace(/\n/g, ' '));
-            idx++;
-          }
-        }
-      }
-      break;
-    }
-    case 'table': {
-      if (node.content) {
-        for (const row of node.content) {
-          if (row.type !== 'tableRow' || !row.content) continue;
-          for (const cell of row.content) {
-            out.push(extractText(cell));
-          }
-        }
-      }
-      break;
-    }
-    case 'image':
-      out.push('');
-      break;
-    case 'hardBreak':
-      break;
-    default:
-      break;
-  }
-}
diff --git a/src/lib/pdf/tiptap-validation.ts b/src/lib/pdf/tiptap-validation.ts
new file mode 100644
index 00000000..5ffd8eed
--- /dev/null
+++ b/src/lib/pdf/tiptap-validation.ts
@@ -0,0 +1,71 @@
+/**
+ * TipTap content validation helpers shared by the admin template editor
+ * and the document-template service. Surfaces unsupported node types so
+ * the admin gets a clear validation error before saving, and exports the
+ * `TEMPLATE_VARIABLES` catalog so the editor can offer token suggestions.
+ *
+ * Note: this file was the remaining sliver of the legacy 571-line
+ * `tiptap-to-pdfme.ts` bridge. The pdfme rendering path it once fed has
+ * been removed (see the PDF stack overhaul spec); only the validation +
+ * variable catalog survive because they're still useful for the
+ * Documenso-template-body editor UX.
+ */
+
+export interface TipTapMark {
+  type: string;
+  attrs?: Record<string, unknown>;
+}
+
+export interface TipTapNode {
+  type: string;
+  content?: TipTapNode[];
+  text?: string;
+  marks?: TipTapMark[];
+  attrs?: Record<string, unknown>;
+}
+
+const UNSUPPORTED_NODES = new Set([
+  'blockquote',
+  'codeBlock',
+  'horizontalRule',
+  'taskList',
+  'taskItem',
+]);
+
+export const TEMPLATE_VARIABLES: Array<{ key: string; label: string; example: string }> = [
+  { key: 'client.name', label: 'Client Full Name', example: 'John Smith' },
+  { key: 'client.company', label: 'Company Name', example: 'Smith Holdings' },
+  { key: 'client.email', label: 'Client Email', example: 'john@smithholdings.com' },
+  { key: 'client.phone', label: 'Client Phone', example: '+61 400 000 000' },
+  { key: 'interest.stage', label: 'Pipeline Stage', example: 'Signed EOI/NDA' },
+  { key: 'interest.berthNumber', label: 'Berth Number (from interest)', example: 'A23' },
+  { key: 'berth.mooring_number', label: 'Berth Number', example: 'A23' },
+  { key: 'berth.price', label: 'Berth Price', example: '$45,000' },
+  { key: 'berth.tenure_type', label: 'Tenure Type', example: 'Freehold' },
+  { key: 'port.name', label: 'Port Name', example: 'Port Nimara' },
+  { key: 'port.currency', label: 'Port Currency', example: 'AUD' },
+  { key: 'date.today', label: "Today's Date", example: '2026-03-15' },
+  { key: 'date.year', label: 'Current Year', example: '2026' },
+];
+
+/**
+ * Recursively walks a TipTap node tree and collects any unsupported node types.
+ * Returns an array of unsupported type names found, or empty array if valid.
+ */
+export function validateTipTapDocument(doc: TipTapNode): string[] {
+  const found = new Set<string>();
+
+  function walk(node: TipTapNode): void {
+    if (UNSUPPORTED_NODES.has(node.type)) {
+      found.add(node.type);
+    }
+    if (node.content) {
+      for (const child of node.content) {
+        walk(child);
+      }
+    }
+  }
+
+  walk(doc);
+  return Array.from(found);
+}
diff --git a/src/lib/services/document-templates.service.ts b/src/lib/services/document-templates.service.ts
index b2d45bcb..2b8ca2e4 100644
--- a/src/lib/services/document-templates.service.ts
+++ b/src/lib/services/document-templates.service.ts
@@ -17,7 +17,7 @@ import { documentTemplates } from '@/lib/db/schema/documents';
 import { auditLogs } from '@/lib/db/schema/system';
 import { createAuditLog, type AuditMeta } from '@/lib/audit';
 import { NotFoundError, ValidationError } from '@/lib/errors';
-import { validateTipTapDocument } from '@/lib/pdf/tiptap-to-pdfme';
+import { validateTipTapDocument } from '@/lib/pdf/tiptap-validation';
 import type {
   CreateAdminTemplateInput,
   UpdateAdminTemplateInput,
diff --git a/src/lib/services/document-templates.ts b/src/lib/services/document-templates.ts
index 8b75fb90..1cd818c9 100644
--- a/src/lib/services/document-templates.ts
+++ b/src/lib/services/document-templates.ts
@@ -16,8 +16,6 @@ import { emitToRoom } from '@/lib/socket/server';
 import { buildStoragePath } from '@/lib/minio';
 import { getStorageBackend } from '@/lib/storage';
 import { env } from '@/lib/env';
-import { logger } from '@/lib/logger';
-import { generatePdf } from '@/lib/pdf/generate';
 import { getCountryName } from '@/lib/i18n/countries';
 import {
   createDocument as documensoCreate,
@@ -30,7 +28,6 @@ import { generateEoiPdfFromTemplate } from '@/lib/pdf/fill-eoi-form';
 import { MERGE_FIELDS, type MergeFieldCatalog } from '@/lib/templates/merge-fields';
 import { buildEoiContext } from '@/lib/services/eoi-context';
 import { getPrimaryBerth } from '@/lib/services/interest-berths.service';
-import { sendEmail } from '@/lib/email';
 import type {
   CreateTemplateInput,
   UpdateTemplateInput,
@@ -457,184 +454,20 @@ export async function resolveTemplate(
   return resolved;
 }
 
-// ─── Generate From Template ───────────────────────────────────────────────────
-
-/**
- * BR-142: Resolve template → HTML → PDF. Store in MinIO + create file/document records.
- */
-export async function generateFromTemplate(
-  templateId: string,
-  portId: string,
-  context: GenerateInput,
-  meta: AuditMeta,
-): Promise<{ document: unknown; file: unknown }> {
-  const template = await getTemplateById(templateId, portId);
-
-  const resolvedHtml = await resolveTemplate(templateId, { ...context, portId });
-
-  const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
-
-  // Wrap HTML in a minimal full-page document for pdfme text block
-  const wrappedContent = resolvedHtml
-    .replace(/<[^>]+>/g, ' ') // strip HTML tags for plain-text PDF rendering
-    .replace(/\s+/g, ' ')
-    .trim();
-
-  // Use a simple single-field pdfme template for the HTML body
-  const pdfTemplate = {
-    basePdf: 'BLANK_PDF' as unknown as string,
-    schemas: [
-      [
-        {
-          name: 'portName',
-          type: 'text' as const,
-          position: { x: 20, y: 15 },
-          width: 170,
-          height: 10,
-          fontSize: 14,
-        },
-        {
-          name: 'body',
-          type: 'text' as const,
-          position: { x: 20, y: 30 },
-          width: 170,
-          height: 230,
-          fontSize: 9,
-        },
-        {
-          name: 'generatedAt',
-          type: 'text' as const,
-          position: { x: 20, y: 275 },
-          width: 170,
-          height: 6,
-          fontSize: 7,
-        },
-      ],
-    ],
-  };
-
-  const pdfBytes = await generatePdf(pdfTemplate, [
-    {
-      portName: `${port?.name ?? 'Port Nimara'} - ${template.name}`,
-      body: wrappedContent,
-      generatedAt: `Generated: ${new Date().toLocaleString('en-GB')}`,
-    },
-  ]);
-
-  // Store in MinIO
-  const fileId = crypto.randomUUID();
-  const storagePath = buildStoragePath(
-    port?.slug ?? portId,
-    'document-templates',
-    templateId,
-    fileId,
-    'pdf',
-  );
-
-  {
-    const buffer = Buffer.from(pdfBytes);
-    const backend = await getStorageBackend();
-    await backend.put(storagePath, buffer, {
-      contentType: 'application/pdf',
-      sizeBytes: buffer.length,
-    });
-  }
-
-  // Create file record
-  const [fileRecord] = await db
-    .insert(files)
-    .values({
-      portId,
-      clientId: context.clientId ?? null,
-      filename: `${template.name.toLowerCase().replace(/\s+/g, '-')}.pdf`,
-      originalName: `${template.name}.pdf`,
-      mimeType: 'application/pdf',
-      sizeBytes: String(pdfBytes.byteLength),
-      storagePath,
-      storageBucket: env.MINIO_BUCKET,
-      category: 'correspondence',
-      uploadedBy: meta.userId,
-    })
-    .returning();
-
-  // Create document record
-  const [documentRecord] = await db
-    .insert(documents)
-    .values({
-      portId,
-      clientId: context.clientId ?? null,
-      interestId: context.interestId ?? null,
-      documentType: template.templateType,
-      title: template.name,
-      status: 'draft',
-      fileId: fileRecord!.id,
-      isManualUpload: false,
-      createdBy: meta.userId,
-    })
-    .returning();
-
-  void createAuditLog({
-    userId: meta.userId,
-    portId,
-    action: 'create',
-    entityType: 'document',
-    entityId: documentRecord!.id,
-    newValue: {
-      templateId,
-      templateName: template.name,
-      clientId: context.clientId,
-      interestId: context.interestId,
-      berthId: context.berthId,
-    },
-    ipAddress: meta.ipAddress,
-    userAgent: meta.userAgent,
-  });
-
-  emitToRoom(`port:${portId}`, 'document:created', { documentId: documentRecord!.id });
-
-  return { document: documentRecord!, file: fileRecord! };
-}
-
-// ─── Generate and Send ────────────────────────────────────────────────────────
-
-export async function generateAndSend(
-  templateId: string,
-  portId: string,
-  context: GenerateInput,
-  recipientEmail: string,
-  meta: AuditMeta,
-) {
-  const { document, file } = await generateFromTemplate(templateId, portId, context, meta);
-  const template = await getTemplateById(templateId, portId);
-  const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
-
-  // Send email with PDF as attachment (base64 encoded body)
-  try {
-    const resolvedHtml = await resolveTemplate(templateId, { ...context, portId });
-    await sendEmail(
-      recipientEmail,
-      template.name,
-      `<p>Please find the attached document: <strong>${template.name}</strong></p><hr/>${resolvedHtml}`,
-      `${port?.name ?? 'Port Nimara'} <noreply@${env.SMTP_HOST}>`,
-    );
-  } catch (err) {
-    logger.error({ err, templateId, recipientEmail }, 'Failed to send template email');
-    // Don't throw - document was created successfully; email failure is non-fatal
-  }
-
-  void createAuditLog({
-    userId: meta.userId,
-    portId,
-    action: 'create',
-    entityType: 'documentTemplate',
-    entityId: templateId,
-    metadata: { action: 'generate_and_send', recipientEmail },
-    ipAddress: meta.ipAddress,
-    userAgent: meta.userAgent,
-  });
-
-  return { document, file };
-}
+// ─── Generate from template (REMOVED) ─────────────────────────────────────────
+//
+// The in-app TipTap-to-PDF rendering path (`generateFromTemplate` and the
+// public `generateAndSend` wrapper) was removed in the PDF stack overhaul
+// (see docs/superpowers/specs/2026-05-12-pdf-stack-overhaul-design.md).
+// Only the EOI in-app pathway survives, and it renders via pdf-lib AcroForm
+// fill on the source PDF (`generateEoiFromSourcePdf` below). All other
+// template types must go through Documenso.
+//
+// The old API routes `/api/v1/document-templates/[id]/generate` and
+// `/api/v1/document-templates/[id]/generate-and-send` have been deleted.
+// `generateAndSign` (the EOI signing entry point) now throws a clear
+// ValidationError when a non-EOI template is requested through the in-app
+// pathway.
 
 // ─── EOI from source PDF (in-app pathway, EOI templates only) ─────────────────
 
@@ -807,15 +640,22 @@ async function generateAndSignViaInApp(
   }
 
   // EOI templates fill the same source PDF as the Documenso template (so both
-  // pathways yield the same document). Other template types stay on the
-  // HTML→pdfme rendering path.
-  const { document: documentRecord, file } =
-    template.templateType === 'eoi'
-      ? await generateEoiFromSourcePdf(template, portId, context, meta)
-      : ((await generateFromTemplate(templateId, portId, context, meta)) as {
-          document: DbDocument;
-          file: DbFile;
-        });
+  // pathways yield the same document). The HTML→pdfme rendering path for
+  // non-EOI templates was removed in the PDF stack overhaul (see the design
+  // spec). Send non-EOI documents via the Documenso pathway, OR — once it
+  // ships — the admin-uploaded AcroForm-fill template feature.
+  if (template.templateType !== 'eoi') {
+    throw new ValidationError(
+      `In-app PDF rendering for templates of type "${template.templateType}" is not supported. ` +
+        'Use a Documenso template, or upload a custom PDF (AcroForm-fill feature is deferred).',
+    );
+  }
+  const { document: documentRecord, file } = await generateEoiFromSourcePdf(
+    template,
+    portId,
+    context,
+    meta,
+  );
 
   // Fetch PDF bytes from the active storage backend to send to Documenso.
   const pdfStream = await (await getStorageBackend()).get(file.storagePath);
diff --git a/src/lib/validators/document-templates.ts b/src/lib/validators/document-templates.ts
index 94cfec79..6409dd4d 100644
--- a/src/lib/validators/document-templates.ts
+++ b/src/lib/validators/document-templates.ts
@@ -63,10 +63,6 @@ export const generateSchema = z.object({
   berthId: z.string().optional(),
 });
 
-export const generateAndSendSchema = generateSchema.extend({
-  recipientEmail: z.string().email(),
-});
-
 export const generateAndSignSchema = generateSchema.extend({
   pathway: z.enum(['inapp', 'documenso-template']).default('inapp'),
   signers: z
@@ -86,7 +82,6 @@ export type CreateTemplateInput = z.infer<typeof createTemplateSchema>;
 export type UpdateTemplateInput = z.infer<typeof updateTemplateSchema>;
 export type ListTemplatesInput = z.infer<typeof listTemplatesSchema>;
 export type GenerateInput = z.infer<typeof generateSchema>;
-export type GenerateAndSendInput = z.infer<typeof generateAndSendSchema>;
 export type GenerateAndSignInput = z.infer<typeof generateAndSignSchema>;
 
 // ─── TipTap-based Admin Template Schemas ─────────────────────────────────────
@@ -113,11 +108,6 @@ export const updateAdminTemplateSchema = z.object({
   isActive: z.boolean().optional(),
 });
 
-export const previewAdminTemplateSchema = z.object({
-  content: z.record(z.string(), z.unknown()),
-  sampleData: z.record(z.string(), z.string()).optional(),
-});
-
 export const rollbackAdminTemplateSchema = z.object({
   version: z.number().int().min(1),
 });
@@ -132,6 +122,5 @@ export const listAdminTemplatesSchema = baseListQuerySchema.extend({
 
 export type CreateAdminTemplateInput = z.infer<typeof createAdminTemplateSchema>;
 export type UpdateAdminTemplateInput = z.infer<typeof updateAdminTemplateSchema>;
-export type PreviewAdminTemplateInput = z.infer<typeof previewAdminTemplateSchema>;
 export type RollbackAdminTemplateInput = z.infer<typeof rollbackAdminTemplateSchema>;
 export type ListAdminTemplatesInput = z.infer<typeof listAdminTemplatesSchema>;
diff --git a/tests/integration/document-templates-generate-and-sign.test.ts b/tests/integration/document-templates-generate-and-sign.test.ts
index 06fd603b..e5f64662 100644
--- a/tests/integration/document-templates-generate-and-sign.test.ts
+++ b/tests/integration/document-templates-generate-and-sign.test.ts
@@ -306,8 +306,10 @@ describe('generateAndSign — inapp pathway', () => {
     expect(pdfModule.generatePdf).not.toHaveBeenCalled();
   });
 
-  it('falls back to HTML→pdfme for non-EOI template types', async () => {
-    // Create a non-EOI template inline.
+  it('rejects non-EOI template types on the inapp pathway', async () => {
+    // Non-EOI in-app PDF rendering was removed in the PDF stack overhaul
+    // (see docs/superpowers/specs/2026-05-12-pdf-stack-overhaul-design.md).
+    // The only surviving in-app pathway is EOI via pdf-lib AcroForm fill.
     const [other] = await db
       .insert(documentTemplates)
       .values({
@@ -319,31 +321,16 @@ describe('generateAndSign — inapp pathway', () => {
       })
       .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();
+    await expect(
+      generateAndSign(
+        other!.id,
+        setup.portId,
+        { clientId: setup.clientId },
+        [{ name: 'C', email: 'c@x.com', role: 'signer', signingOrder: 1 }],
+        'inapp',
+        { ...meta, portId: setup.portId },
+      ),
+    ).rejects.toThrow(/welcome_letter/);
   });
 });
 
diff --git a/tests/unit/tiptap-serializer.test.ts b/tests/unit/tiptap-serializer.test.ts
deleted file mode 100644
index 5b34b142..00000000
--- a/tests/unit/tiptap-serializer.test.ts
+++ /dev/null
@@ -1,221 +0,0 @@
-import { describe, it, expect } from 'vitest';
-import {
-  validateTipTapDocument,
-  tipTapToPdfmeTemplate,
-  substituteVariables,
-  buildContentInputsFromDoc,
-  type TipTapNode,
-} from '@/lib/pdf/tiptap-to-pdfme';
-
-// ─── Fixtures ─────────────────────────────────────────────────────────────────
-
-function makeDoc(...children: TipTapNode[]): TipTapNode {
-  return { type: 'doc', content: children };
-}
-
-function paragraph(text: string): TipTapNode {
-  return {
-    type: 'paragraph',
-    content: [{ type: 'text', text }],
-  };
-}
-
-function heading(level: number, text: string): TipTapNode {
-  return {
-    type: 'heading',
-    attrs: { level },
-    content: [{ type: 'text', text }],
-  };
-}
-
-function bulletList(...items: string[]): TipTapNode {
-  return {
-    type: 'bulletList',
-    content: items.map((item) => ({
-      type: 'listItem',
-      content: [paragraph(item)],
-    })),
-  };
-}
-
-// ─── validateTipTapDocument ───────────────────────────────────────────────────
-
-describe('validateTipTapDocument', () => {
-  it('returns empty array for a valid doc with only a paragraph', () => {
-    const doc = makeDoc(paragraph('Hello world'));
-    expect(validateTipTapDocument(doc)).toEqual([]);
-  });
-
-  it('returns empty array for a doc with heading + paragraph', () => {
-    const doc = makeDoc(heading(1, 'Title'), paragraph('Body text'));
-    expect(validateTipTapDocument(doc)).toEqual([]);
-  });
-
-  it('returns empty array for a doc with bulletList', () => {
-    const doc = makeDoc(bulletList('Item 1', 'Item 2'));
-    expect(validateTipTapDocument(doc)).toEqual([]);
-  });
-
-  it('returns ["blockquote"] when doc contains a blockquote', () => {
-    const doc = makeDoc(
-      paragraph('Before'),
-      { type: 'blockquote', content: [paragraph('Quoted')] },
-    );
-    const errors = validateTipTapDocument(doc);
-    expect(errors).toContain('blockquote');
-  });
-
-  it('returns ["codeBlock"] when doc contains a codeBlock', () => {
-    const doc = makeDoc(
-      paragraph('Before'),
-      { type: 'codeBlock', content: [{ type: 'text', text: 'const x = 1;' }] },
-    );
-    const errors = validateTipTapDocument(doc);
-    expect(errors).toContain('codeBlock');
-  });
-
-  it('returns multiple unsupported types without duplicates', () => {
-    const doc = makeDoc(
-      { type: 'blockquote', content: [] },
-      { type: 'codeBlock', content: [] },
-      { type: 'blockquote', content: [] }, // duplicate — should only appear once
-    );
-    const errors = validateTipTapDocument(doc);
-    expect(errors).toContain('blockquote');
-    expect(errors).toContain('codeBlock');
-    expect(errors.filter((e) => e === 'blockquote')).toHaveLength(1);
-  });
-
-  it('detects unsupported nodes nested inside valid nodes', () => {
-    const doc = makeDoc({
-      type: 'paragraph',
-      content: [{ type: 'blockquote', content: [] }],
-    });
-    expect(validateTipTapDocument(doc)).toContain('blockquote');
-  });
-});
-
-// ─── tipTapToPdfmeTemplate ────────────────────────────────────────────────────
-
-describe('tipTapToPdfmeTemplate', () => {
-  it('returns a template with a schemas array', () => {
-    const doc = makeDoc(paragraph('Hello'));
-    const template = tipTapToPdfmeTemplate(doc);
-    expect(template).toHaveProperty('schemas');
-    expect(Array.isArray(template.schemas)).toBe(true);
-  });
-
-  it('produces one schema field per paragraph', () => {
-    const doc = makeDoc(paragraph('One'), paragraph('Two'), paragraph('Three'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat();
-    expect(allFields).toHaveLength(3);
-  });
-
-  it('heading + paragraph → 2 schema fields', () => {
-    const doc = makeDoc(heading(1, 'Title'), paragraph('Body'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat();
-    expect(allFields).toHaveLength(2);
-  });
-
-  it('bulletList with 3 items → 3 schema fields', () => {
-    const doc = makeDoc(bulletList('A', 'B', 'C'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat();
-    expect(allFields).toHaveLength(3);
-  });
-
-  it('all schema fields have type "text"', () => {
-    const doc = makeDoc(heading(2, 'Sub'), paragraph('Para'), bulletList('Item'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat() as Array<{ type: string }>;
-    for (const field of allFields) {
-      expect(field.type).toBe('text');
-    }
-  });
-
-  it('all schema fields have a name property', () => {
-    const doc = makeDoc(paragraph('p1'), paragraph('p2'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat() as Array<{ name: string }>;
-    for (const field of allFields) {
-      expect(typeof field.name).toBe('string');
-      expect(field.name.length).toBeGreaterThan(0);
-    }
-  });
-
-  it('field count matches content node count (round-trip check)', () => {
-    const nodeCount = 4;
-    const doc = makeDoc(
-      heading(1, 'H1'),
-      paragraph('Para 1'),
-      paragraph('Para 2'),
-      bulletList('Bullet'),
-    );
-    const template = tipTapToPdfmeTemplate(doc);
-    const allFields = template.schemas.flat();
-    expect(allFields).toHaveLength(nodeCount);
-  });
-});
-
-// ─── substituteVariables ──────────────────────────────────────────────────────
-
-describe('substituteVariables', () => {
-  it('replaces a single variable token', () => {
-    const result = substituteVariables('Hello {{client.name}}', { 'client.name': 'Alice' });
-    expect(result).toBe('Hello Alice');
-  });
-
-  it('replaces multiple variable tokens', () => {
-    const result = substituteVariables('{{client.name}} at {{port.name}}', {
-      'client.name': 'Alice',
-      'port.name': 'Port Nimara',
-    });
-    expect(result).toBe('Alice at Port Nimara');
-  });
-
-  it('leaves unmatched tokens as-is', () => {
-    const result = substituteVariables('Hello {{client.name}}', {});
-    expect(result).toBe('Hello {{client.name}}');
-  });
-
-  it('handles whitespace inside token braces', () => {
-    const result = substituteVariables('Hello {{ client.name }}', { 'client.name': 'Bob' });
-    expect(result).toBe('Hello Bob');
-  });
-
-  it('replaces the same token multiple times', () => {
-    const result = substituteVariables('{{x}} and {{x}}', { x: 'yes' });
-    expect(result).toBe('yes and yes');
-  });
-});
-
-// ─── buildContentInputsFromDoc ────────────────────────────────────────────────
-
-describe('buildContentInputsFromDoc', () => {
-  it('returns an array of records keyed by schema field names', () => {
-    const doc = makeDoc(paragraph('Hello'), paragraph('World'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const inputs = buildContentInputsFromDoc(doc, template);
-
-    expect(Array.isArray(inputs)).toBe(true);
-    expect(inputs).toHaveLength(template.schemas.length);
-
-    const allFieldNames = (template.schemas.flat() as Array<{ name: string }>).map((f) => f.name);
-    const allInputKeys = inputs.flatMap((record) => Object.keys(record));
-    for (const name of allFieldNames) {
-      expect(allInputKeys).toContain(name);
-    }
-  });
-
-  it('input count matches schema field count', () => {
-    const doc = makeDoc(heading(1, 'H'), paragraph('P1'), paragraph('P2'));
-    const template = tipTapToPdfmeTemplate(doc);
-    const inputs = buildContentInputsFromDoc(doc, template);
-
-    const totalFields = template.schemas.reduce((acc, page) => acc + page.length, 0);
-    const totalInputs = inputs.reduce((acc, record) => acc + Object.keys(record).length, 0);
-    expect(totalInputs).toBe(totalFields);
-  });
-});