Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
617
src/lib/services/document-templates.ts
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617
src/lib/services/document-templates.ts
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@@ -0,0 +1,617 @@
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import { and, eq } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { documentTemplates, documents, files } from '@/lib/db/schema/documents';
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import { clients, clientContacts } from '@/lib/db/schema/clients';
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import { interests } from '@/lib/db/schema/interests';
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import { berths } from '@/lib/db/schema/berths';
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import { ports } from '@/lib/db/schema/ports';
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import { buildListQuery } from '@/lib/db/query-builder';
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import { createAuditLog } from '@/lib/audit';
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import { diffEntity } from '@/lib/entity-diff';
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import { NotFoundError, ValidationError } from '@/lib/errors';
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import { emitToRoom } from '@/lib/socket/server';
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import { minioClient, buildStoragePath } from '@/lib/minio';
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import { env } from '@/lib/env';
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import { logger } from '@/lib/logger';
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import { generatePdf } from '@/lib/pdf/generate';
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import { createDocument as documensoCreate, sendDocument as documensoSend } from '@/lib/services/documenso-client';
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import { sendEmail } from '@/lib/email';
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import type {
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CreateTemplateInput,
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UpdateTemplateInput,
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ListTemplatesInput,
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GenerateInput,
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GenerateAndSendInput,
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GenerateAndSignInput,
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} from '@/lib/validators/document-templates';
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// ─── Types ────────────────────────────────────────────────────────────────────
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interface AuditMeta {
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userId: string;
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portId: string;
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ipAddress: string;
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userAgent: string;
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}
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// ─── Merge Field Definitions ──────────────────────────────────────────────────
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const MERGE_FIELDS: Record<string, Array<{ token: string; label: string; required: boolean }>> = {
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client: [
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{ token: '{{client.fullName}}', label: 'Client Full Name', required: true },
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{ token: '{{client.companyName}}', label: 'Company Name', required: false },
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{ token: '{{client.email}}', label: 'Primary Email', required: false },
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{ token: '{{client.phone}}', label: 'Primary Phone', required: false },
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{ token: '{{client.nationality}}', label: 'Nationality', required: false },
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{ token: '{{client.yachtName}}', label: 'Yacht Name', required: false },
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{ token: '{{client.yachtLengthFt}}', label: 'Yacht Length (ft)', required: false },
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{ token: '{{client.yachtLengthM}}', label: 'Yacht Length (m)', required: false },
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{ token: '{{client.yachtWidthFt}}', label: 'Yacht Beam (ft)', required: false },
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{ token: '{{client.yachtDraftFt}}', label: 'Yacht Draft (ft)', required: false },
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{ token: '{{client.source}}', label: 'Lead Source', required: false },
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],
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interest: [
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{ token: '{{interest.stage}}', label: 'Pipeline Stage', required: false },
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{ token: '{{interest.leadCategory}}', label: 'Lead Category', required: false },
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{ token: '{{interest.berthNumber}}', label: 'Berth Number', required: false },
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{ token: '{{interest.eoiStatus}}', label: 'EOI Status', required: false },
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{ token: '{{interest.dateFirstContact}}', label: 'Date First Contact', required: false },
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{ token: '{{interest.dateEoiSigned}}', label: 'Date EOI Signed', required: false },
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{ token: '{{interest.dateContractSigned}}', label: 'Date Contract Signed', required: false },
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{ token: '{{interest.notes}}', label: 'Interest Notes', required: false },
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],
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berth: [
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{ token: '{{berth.mooringNumber}}', label: 'Mooring Number', required: true },
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{ token: '{{berth.area}}', label: 'Area', required: false },
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{ token: '{{berth.status}}', label: 'Berth Status', required: false },
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{ token: '{{berth.price}}', label: 'Price', required: false },
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{ token: '{{berth.priceCurrency}}', label: 'Price Currency', required: false },
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{ token: '{{berth.lengthFt}}', label: 'Length (ft)', required: false },
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{ token: '{{berth.widthFt}}', label: 'Beam (ft)', required: false },
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{ token: '{{berth.tenureType}}', label: 'Tenure Type', required: false },
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{ token: '{{berth.tenureYears}}', label: 'Tenure Years', required: false },
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],
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port: [
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{ token: '{{port.name}}', label: 'Port Name', required: false },
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{ token: '{{port.defaultCurrency}}', label: 'Default Currency', required: false },
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],
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date: [
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{ token: '{{date.today}}', label: "Today's Date", required: false },
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{ token: '{{date.year}}', label: 'Current Year', required: false },
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],
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};
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export function getMergeFields(): typeof MERGE_FIELDS {
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return MERGE_FIELDS;
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}
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// ─── List ─────────────────────────────────────────────────────────────────────
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export async function listTemplates(portId: string, query: ListTemplatesInput) {
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const { page, limit, sort, order, search, templateType, isActive } = query;
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const filters = [];
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if (templateType) {
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filters.push(eq(documentTemplates.templateType, templateType));
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}
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if (isActive !== undefined) {
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filters.push(eq(documentTemplates.isActive, isActive));
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}
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const sortColumn =
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sort === 'name' ? documentTemplates.name :
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sort === 'templateType' ? documentTemplates.templateType :
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sort === 'createdAt' ? documentTemplates.createdAt :
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documentTemplates.updatedAt;
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return buildListQuery({
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table: documentTemplates,
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portIdColumn: documentTemplates.portId,
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portId,
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idColumn: documentTemplates.id,
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updatedAtColumn: documentTemplates.updatedAt,
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searchColumns: [documentTemplates.name],
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searchTerm: search,
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filters,
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sort: { column: sortColumn, direction: order },
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page,
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pageSize: limit,
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});
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}
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// ─── Get by ID ────────────────────────────────────────────────────────────────
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export async function getTemplateById(id: string, portId: string) {
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const template = await db.query.documentTemplates.findFirst({
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where: eq(documentTemplates.id, id),
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});
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if (!template || template.portId !== portId) {
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throw new NotFoundError('Document template');
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}
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return template;
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}
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// ─── Create ───────────────────────────────────────────────────────────────────
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export async function createTemplate(portId: string, data: CreateTemplateInput, meta: AuditMeta) {
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const [template] = await db
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.insert(documentTemplates)
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.values({
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portId,
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name: data.name,
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description: data.description ?? null,
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templateType: data.templateType,
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bodyHtml: data.bodyHtml,
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mergeFields: data.mergeFields ?? [],
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isActive: data.isActive ?? true,
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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: 'documentTemplate',
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entityId: template!.id,
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newValue: { name: template!.name, templateType: template!.templateType },
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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}`, 'documentTemplate:created', { templateId: template!.id });
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return template!;
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}
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// ─── Update ───────────────────────────────────────────────────────────────────
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export async function updateTemplate(
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id: string,
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portId: string,
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data: UpdateTemplateInput,
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meta: AuditMeta,
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) {
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const existing = await getTemplateById(id, portId);
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const { diff } = diffEntity(
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existing as Record<string, unknown>,
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data as Record<string, unknown>,
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);
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const [updated] = await db
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.update(documentTemplates)
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.set({ ...data, updatedAt: new Date() })
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.where(and(eq(documentTemplates.id, id), eq(documentTemplates.portId, portId)))
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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: 'update',
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entityType: 'documentTemplate',
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entityId: id,
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oldValue: diff as Record<string, unknown>,
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newValue: data as Record<string, unknown>,
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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}`, 'documentTemplate:updated', { templateId: id });
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return updated!;
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}
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// ─── Delete ───────────────────────────────────────────────────────────────────
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export async function deleteTemplate(id: string, portId: string, meta: AuditMeta) {
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const existing = await getTemplateById(id, portId);
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await db
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.delete(documentTemplates)
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.where(and(eq(documentTemplates.id, id), eq(documentTemplates.portId, portId)));
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void createAuditLog({
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userId: meta.userId,
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portId,
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action: 'delete',
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entityType: 'documentTemplate',
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entityId: id,
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oldValue: { name: existing.name, templateType: existing.templateType },
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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}`, 'documentTemplate:deleted', { templateId: id });
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}
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// ─── Resolve Template ─────────────────────────────────────────────────────────
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/**
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* Interpolates all {{entity.field}} tokens in the template body HTML.
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* BR-140: Required merge fields with no value throw ValidationError.
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*/
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export async function resolveTemplate(
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templateId: string,
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context: {
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clientId?: string;
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interestId?: string;
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berthId?: string;
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portId: string;
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},
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): Promise<string> {
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const template = await getTemplateById(templateId, context.portId);
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// Build token→value map from context
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const tokenMap: Record<string, string> = {};
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// Date tokens
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const now = new Date();
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tokenMap['{{date.today}}'] = now.toLocaleDateString('en-GB');
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tokenMap['{{date.year}}'] = String(now.getFullYear());
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// Port tokens
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const port = await db.query.ports.findFirst({ where: eq(ports.id, context.portId) });
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if (port) {
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tokenMap['{{port.name}}'] = port.name;
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tokenMap['{{port.defaultCurrency}}'] = port.defaultCurrency;
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}
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// Client tokens
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if (context.clientId) {
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const client = await db.query.clients.findFirst({
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where: eq(clients.id, context.clientId),
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});
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if (client && client.portId === context.portId) {
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const contactList = await db.query.clientContacts.findMany({
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where: eq(clientContacts.clientId, context.clientId),
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orderBy: (t, { desc }) => [desc(t.isPrimary), desc(t.createdAt)],
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});
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const emailContact = contactList.find((c) => c.channel === 'email');
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const phoneContact = contactList.find((c) => c.channel === 'phone' || c.channel === 'whatsapp');
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tokenMap['{{client.fullName}}'] = client.fullName ?? '';
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tokenMap['{{client.companyName}}'] = client.companyName ?? '';
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tokenMap['{{client.email}}'] = emailContact?.value ?? '';
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tokenMap['{{client.phone}}'] = phoneContact?.value ?? '';
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tokenMap['{{client.nationality}}'] = client.nationality ?? '';
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tokenMap['{{client.yachtName}}'] = client.yachtName ?? '';
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tokenMap['{{client.yachtLengthFt}}'] = client.yachtLengthFt ? String(client.yachtLengthFt) : '';
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tokenMap['{{client.yachtLengthM}}'] = client.yachtLengthM ? String(client.yachtLengthM) : '';
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tokenMap['{{client.yachtWidthFt}}'] = client.yachtWidthFt ? String(client.yachtWidthFt) : '';
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tokenMap['{{client.yachtDraftFt}}'] = client.yachtDraftFt ? String(client.yachtDraftFt) : '';
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tokenMap['{{client.source}}'] = client.source ?? '';
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}
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}
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// Interest tokens
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if (context.interestId) {
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const interest = await db.query.interests.findFirst({
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where: eq(interests.id, context.interestId),
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});
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if (interest && interest.portId === context.portId) {
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tokenMap['{{interest.stage}}'] = interest.pipelineStage ?? '';
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tokenMap['{{interest.leadCategory}}'] = interest.leadCategory ?? '';
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tokenMap['{{interest.eoiStatus}}'] = interest.eoiStatus ?? '';
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tokenMap['{{interest.dateFirstContact}}'] = interest.dateFirstContact
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? new Date(interest.dateFirstContact).toLocaleDateString('en-GB')
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: '';
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tokenMap['{{interest.dateEoiSigned}}'] = interest.dateEoiSigned
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? new Date(interest.dateEoiSigned).toLocaleDateString('en-GB')
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: '';
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tokenMap['{{interest.dateContractSigned}}'] = interest.dateContractSigned
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? new Date(interest.dateContractSigned).toLocaleDateString('en-GB')
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: '';
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tokenMap['{{interest.notes}}'] = interest.notes ?? '';
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// Berth number from interest if berthId not separately provided
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if (interest.berthId && !context.berthId) {
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const interestBerth = await db.query.berths.findFirst({
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where: eq(berths.id, interest.berthId),
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});
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tokenMap['{{interest.berthNumber}}'] = interestBerth?.mooringNumber ?? '';
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tokenMap['{{berth.mooringNumber}}'] = interestBerth?.mooringNumber ?? '';
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} else {
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tokenMap['{{interest.berthNumber}}'] = context.berthId
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? tokenMap['{{berth.mooringNumber}}'] ?? ''
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: '';
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}
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}
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}
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// Berth tokens
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if (context.berthId) {
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const berth = await db.query.berths.findFirst({
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where: eq(berths.id, context.berthId),
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});
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if (berth && berth.portId === context.portId) {
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tokenMap['{{berth.mooringNumber}}'] = berth.mooringNumber;
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tokenMap['{{berth.area}}'] = berth.area ?? '';
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tokenMap['{{berth.status}}'] = berth.status;
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tokenMap['{{berth.price}}'] = berth.price ? String(berth.price) : '';
|
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tokenMap['{{berth.priceCurrency}}'] = berth.priceCurrency;
|
||||
tokenMap['{{berth.lengthFt}}'] = berth.lengthFt ? String(berth.lengthFt) : '';
|
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tokenMap['{{berth.widthFt}}'] = berth.widthFt ? String(berth.widthFt) : '';
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tokenMap['{{berth.tenureType}}'] = berth.tenureType;
|
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tokenMap['{{berth.tenureYears}}'] = berth.tenureYears ? String(berth.tenureYears) : '';
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tokenMap['{{interest.berthNumber}}'] = berth.mooringNumber;
|
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}
|
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}
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// BR-140: Check required merge fields have values
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const missing: string[] = [];
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for (const [_category, fields] of Object.entries(MERGE_FIELDS)) {
|
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for (const field of fields) {
|
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if (field.required) {
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const value = tokenMap[field.token];
|
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if (value !== undefined && value.trim() === '') {
|
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missing.push(field.label);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
if (missing.length > 0) {
|
||||
throw new ValidationError(
|
||||
`Missing required merge field values: ${missing.join(', ')}`,
|
||||
);
|
||||
}
|
||||
|
||||
// Interpolate all tokens
|
||||
let resolved = template.bodyHtml;
|
||||
for (const [token, value] of Object.entries(tokenMap)) {
|
||||
// Escape token for use in regex
|
||||
const escaped = token.replace(/[{}]/g, '\\$&');
|
||||
resolved = resolved.replace(new RegExp(escaped, 'g'), value);
|
||||
}
|
||||
|
||||
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: any; file: any }> {
|
||||
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 any,
|
||||
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: ${new Date().toLocaleString('en-GB')}`,
|
||||
},
|
||||
]);
|
||||
|
||||
// Store in MinIO
|
||||
const fileId = crypto.randomUUID();
|
||||
const storagePath = buildStoragePath(
|
||||
port?.slug ?? portId,
|
||||
'document-templates',
|
||||
templateId,
|
||||
fileId,
|
||||
'pdf',
|
||||
);
|
||||
|
||||
await minioClient.putObject(
|
||||
env.MINIO_BUCKET,
|
||||
storagePath,
|
||||
Buffer.from(pdfBytes),
|
||||
pdfBytes.byteLength,
|
||||
{ 'Content-Type': 'application/pdf' },
|
||||
);
|
||||
|
||||
// Create file record
|
||||
const [fileRecord] = await db
|
||||
.insert(files)
|
||||
.values({
|
||||
portId,
|
||||
clientId: context.clientId ?? null,
|
||||
filename: `${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 and Sign ────────────────────────────────────────────────────────
|
||||
|
||||
export async function generateAndSign(
|
||||
templateId: string,
|
||||
portId: string,
|
||||
context: GenerateInput,
|
||||
signers: GenerateAndSignInput['signers'],
|
||||
meta: AuditMeta,
|
||||
) {
|
||||
const { document: documentRecord, file } = await generateFromTemplate(
|
||||
templateId,
|
||||
portId,
|
||||
context,
|
||||
meta,
|
||||
);
|
||||
const template = await getTemplateById(templateId, portId);
|
||||
|
||||
// Fetch PDF bytes from MinIO to send to Documenso
|
||||
const pdfStream = await minioClient.getObject(env.MINIO_BUCKET, file.storagePath);
|
||||
const chunks: Buffer[] = [];
|
||||
for await (const chunk of pdfStream) {
|
||||
chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk as ArrayBuffer));
|
||||
}
|
||||
const pdfBase64 = Buffer.concat(chunks).toString('base64');
|
||||
|
||||
// Create Documenso document
|
||||
const documensoDoc = await documensoCreate(
|
||||
template.name,
|
||||
pdfBase64,
|
||||
signers.map((s) => ({
|
||||
name: s.name,
|
||||
email: s.email,
|
||||
role: s.role,
|
||||
signingOrder: s.signingOrder,
|
||||
})),
|
||||
);
|
||||
|
||||
// Send document for signing
|
||||
await documensoSend(documensoDoc.id);
|
||||
|
||||
// Update our document record with Documenso ID and status
|
||||
await db
|
||||
.update(documents)
|
||||
.set({
|
||||
documensoId: documensoDoc.id,
|
||||
status: 'sent',
|
||||
updatedAt: new Date(),
|
||||
})
|
||||
.where(eq(documents.id, documentRecord.id));
|
||||
|
||||
void createAuditLog({
|
||||
userId: meta.userId,
|
||||
portId,
|
||||
action: 'update',
|
||||
entityType: 'document',
|
||||
entityId: documentRecord.id,
|
||||
newValue: { status: 'sent', documensoId: documensoDoc.id },
|
||||
metadata: { action: 'generate_and_sign', signerCount: signers.length },
|
||||
ipAddress: meta.ipAddress,
|
||||
userAgent: meta.userAgent,
|
||||
});
|
||||
|
||||
emitToRoom(`port:${portId}`, 'document:updated', { documentId: documentRecord.id, changedFields: ['status', 'documensoId'] });
|
||||
|
||||
return { document: { ...documentRecord, documensoId: documensoDoc.id, status: 'sent' }, file };
|
||||
}
|
||||
Reference in New Issue
Block a user