feat(externally-signed): mark contract/reservation as signed without file

Step 4 second slice. Adds the "Mark as signed without file" action to
contract + reservation tabs per PRE-DEPLOY-PLAN § 1.5.14.

Service: `markExternallySigned(interestId, portId, docType, reason)`
flips the relevant doc-status column ('contract_doc_status' /
'reservation_doc_status' / 'eoi_doc_status') to 'signed', writes an
audit log entry with `metadata.type='externally_signed'` capturing
the optional reason, and fires the appropriate berth-rule trigger
(eoi_signed / contract_signed) so downstream automation (berth
status flips, notifications) treats it identically to a Documenso-
signed completion.

Route: POST /api/v1/interests/[id]/mark-externally-signed gated on
interests.edit. Validates docType against the canonical 3-value enum.

UI: <MarkExternallySignedDialog> AlertDialog with optional reason
textarea + per-docType copy. Wired into EmptyContractState and
EmptyReservationState empty-state buttons. The action sits alongside
"Upload draft for signing" and "Upload paper-signed copy" as a third
option for reps whose canonical paper lives elsewhere.

EOI not yet wired into a UI surface — the eoi flow already has a
full upload pipeline. Service supports it for completeness.

Followup: quick brochure/PDF download buttons + per-user reminder
digest schedule still pending in Step 4 backlog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-14 15:42:21 +02:00
parent a77b3c670a
commit 4182652d49
5 changed files with 306 additions and 0 deletions

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/**
* "Mark as signed externally" service — records that a contract /
* reservation / EOI was signed outside the CRM without requiring the
* rep to upload a file. The interest's doc-status flips to 'signed'
* and an audit-log entry captures the optional reason ("paper signed
* in-office", "scanned and emailed later", etc.).
*
* Distinct from `uploadExternallySignedEoi` which requires a PDF.
* Reps reach for this when the original lives elsewhere (a physical
* folder, the client's email, another system) and they don't want to
* duplicate-store it just to flip the CRM forward.
*
* The UI surfaces a warning banner on the relevant tab: "No file on
* record — signed externally". Reps can later upload the file via
* the existing external-upload dialog if a copy turns up.
*/
import { and, eq } from 'drizzle-orm';
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
import { createAuditLog, type AuditMeta } from '@/lib/audit';
import { NotFoundError, ValidationError } from '@/lib/errors';
import { evaluateRule } from '@/lib/services/berth-rules-engine';
import { emitToRoom } from '@/lib/socket/server';
export type ExternalSignedDocType = 'eoi' | 'reservation' | 'contract';
const STATUS_COLUMNS: Record<
ExternalSignedDocType,
'eoiDocStatus' | 'reservationDocStatus' | 'contractDocStatus'
> = {
eoi: 'eoiDocStatus',
reservation: 'reservationDocStatus',
contract: 'contractDocStatus',
};
const BERTH_RULE_TRIGGERS: Record<ExternalSignedDocType, 'eoi_signed' | 'contract_signed' | null> =
{
eoi: 'eoi_signed',
reservation: null,
contract: 'contract_signed',
};
export interface MarkExternallySignedInput {
interestId: string;
portId: string;
docType: ExternalSignedDocType;
reason?: string | null;
}
export async function markExternallySigned(
input: MarkExternallySignedInput,
meta: AuditMeta,
): Promise<{ docType: ExternalSignedDocType; previousStatus: string | null }> {
const interest = await db.query.interests.findFirst({
where: and(eq(interests.id, input.interestId), eq(interests.portId, input.portId)),
});
if (!interest) throw new NotFoundError('Interest');
const column = STATUS_COLUMNS[input.docType];
const previousStatus = (interest[column] ?? null) as string | null;
if (previousStatus === 'signed') {
throw new ValidationError(
`${input.docType} is already marked as signed for this interest. Use the upload flow to attach a file.`,
);
}
const now = new Date();
await db
.update(interests)
.set({ [column]: 'signed', updatedAt: now })
.where(and(eq(interests.id, input.interestId), eq(interests.portId, input.portId)));
void createAuditLog({
userId: meta.userId,
portId: input.portId,
action: 'update',
entityType: 'interest',
entityId: input.interestId,
oldValue: { [column]: previousStatus },
newValue: { [column]: 'signed', reason: input.reason ?? null },
metadata: { type: 'externally_signed', docType: input.docType, withoutFile: true },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${input.portId}`, 'interest:updated', {
interestId: input.interestId,
changedFields: [column, 'updatedAt'],
});
const trigger = BERTH_RULE_TRIGGERS[input.docType];
if (trigger) {
void evaluateRule(trigger, input.interestId, input.portId, meta);
}
return { docType: input.docType, previousStatus };
}