feat(eoi): add Documenso template payload builder

tests/unit/services/documenso-payload.test.ts

@@ -0,0 +1,210 @@
+import { describe, it, expect } from 'vitest';
+
+import { buildDocumensoPayload } from '@/lib/services/documenso-payload';
+import type { EoiContext } from '@/lib/services/eoi-context';
+
+function makeContext(overrides?: Partial<EoiContext>): EoiContext {
+  return {
+    client: {
+      fullName: 'Alice Smith',
+      nationality: 'US',
+      primaryEmail: 'alice@example.com',
+      primaryPhone: '+1-555-0100',
+      address: { street: '123 Main St', city: 'Austin', country: 'USA' },
+    },
+    yacht: {
+      name: 'Sea Breeze',
+      lengthFt: '45',
+      widthFt: '14',
+      draftFt: '6',
+      lengthM: null,
+      widthM: null,
+      draftM: null,
+      hullNumber: 'ABC-123',
+      flag: 'US',
+      yearBuilt: 2020,
+    },
+    company: null,
+    owner: { type: 'client', name: 'Alice Smith' },
+    berth: {
+      mooringNumber: 'A-12',
+      area: 'North Dock',
+      lengthFt: '50',
+      price: '1200',
+      priceCurrency: 'USD',
+      tenureType: 'permanent',
+    },
+    interest: {
+      stage: 'open',
+      leadCategory: null,
+      dateFirstContact: null,
+      notes: null,
+    },
+    port: {
+      name: 'Port Nimara',
+      defaultCurrency: 'USD',
+    },
+    date: { today: '2026-04-23', year: '2026' },
+    ...overrides,
+  };
+}
+
+const OPTIONS = {
+  interestId: 'int-123',
+  clientRecipientId: 192,
+  developerRecipientId: 193,
+  approvalRecipientId: 194,
+};
+
+describe('buildDocumensoPayload', () => {
+  it('builds title as "{fullName}-EOI-NDA"', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.title).toBe('Alice Smith-EOI-NDA');
+  });
+
+  it('builds externalId as "loi-{interestId}"', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.externalId).toBe('loi-int-123');
+  });
+
+  it('formats formValues with all EoiContext fields', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.formValues).toEqual({
+      Name: 'Alice Smith',
+      Email: 'alice@example.com',
+      Address: '123 Main St, Austin, USA',
+      'Yacht Name': 'Sea Breeze',
+      Length: '45',
+      Width: '14',
+      Draft: '6',
+      'Berth Number': 'A-12',
+      Lease_10: false,
+      Purchase: true,
+    });
+  });
+
+  it('defaults missing primaryEmail to empty string', () => {
+    const ctx = makeContext({ client: { ...makeContext().client, primaryEmail: null } });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.formValues.Email).toBe('');
+    expect(payload.recipients[0]!.email).toBe('');
+  });
+
+  it('defaults missing yacht dimensions to empty strings', () => {
+    const ctx = makeContext({
+      yacht: { ...makeContext().yacht, lengthFt: null, widthFt: null, draftFt: null },
+    });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.formValues.Length).toBe('');
+    expect(payload.formValues.Width).toBe('');
+    expect(payload.formValues.Draft).toBe('');
+  });
+
+  it('formats empty address when client has no address', () => {
+    const ctx = makeContext({ client: { ...makeContext().client, address: null } });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.formValues.Address).toBe('');
+  });
+
+  it('skips null parts in address', () => {
+    const ctx = makeContext({
+      client: {
+        ...makeContext().client,
+        address: { street: '', city: 'Austin', country: 'USA' },
+      },
+    });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.formValues.Address).toBe('Austin, USA');
+  });
+
+  it('sets Lease_10=false and Purchase=true (hardcoded)', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.formValues.Lease_10).toBe(false);
+    expect(payload.formValues.Purchase).toBe(true);
+  });
+
+  it('includes client, developer, and approver recipients in signing order', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.recipients).toHaveLength(3);
+    expect(payload.recipients[0]).toEqual({
+      id: 192,
+      name: 'Alice Smith',
+      email: 'alice@example.com',
+      role: 'SIGNER',
+      signingOrder: 1,
+    });
+    expect(payload.recipients[1]).toEqual({
+      id: 193,
+      name: 'David Mizrahi',
+      email: 'dm@portnimara.com',
+      role: 'SIGNER',
+      signingOrder: 2,
+    });
+    expect(payload.recipients[2]).toEqual({
+      id: 194,
+      name: 'Abbie May',
+      email: 'sales@portnimara.com',
+      role: 'APPROVER',
+      signingOrder: 3,
+    });
+  });
+
+  it('allows overriding developer/approver recipient names', () => {
+    const payload = buildDocumensoPayload(makeContext(), {
+      ...OPTIONS,
+      developerName: 'Custom Dev',
+      developerEmail: 'dev@custom.com',
+      approverName: 'Custom Approver',
+      approverEmail: 'approve@custom.com',
+    });
+    expect(payload.recipients[1]!.name).toBe('Custom Dev');
+    expect(payload.recipients[1]!.email).toBe('dev@custom.com');
+    expect(payload.recipients[2]!.name).toBe('Custom Approver');
+    expect(payload.recipients[2]!.email).toBe('approve@custom.com');
+  });
+
+  it('builds message with port name and greeting', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.meta.message).toContain('Dear Alice Smith');
+    expect(payload.meta.message).toContain('Port Nimara');
+    expect(payload.meta.message).toContain('Best Regards');
+    // No company on-behalf block for client-owned yachts
+    expect(payload.meta.message).not.toContain('On behalf of');
+  });
+
+  it('adds company on-behalf block for company-owned yachts', () => {
+    const ctx = makeContext({
+      company: {
+        name: 'Aegean Holdings',
+        legalName: 'Aegean Holdings SA',
+        taxId: null,
+        billingAddress: null,
+      },
+      owner: { type: 'company', name: 'Aegean Holdings', legalName: 'Aegean Holdings SA' },
+    });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.meta.message).toContain('On behalf of Aegean Holdings SA');
+  });
+
+  it('uses company name when legalName is missing in on-behalf block', () => {
+    const ctx = makeContext({
+      company: { name: 'Blue Seas', legalName: null, taxId: null, billingAddress: null },
+      owner: { type: 'company', name: 'Blue Seas' },
+    });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.meta.message).toContain('On behalf of Blue Seas');
+  });
+
+  it('uses default redirect URL when not provided', () => {
+    const payload = buildDocumensoPayload(makeContext(), OPTIONS);
+    expect(payload.meta.redirectUrl).toBe('https://portnimara.com');
+  });
+
+  it('uses custom redirect URL when provided', () => {
+    const payload = buildDocumensoPayload(makeContext(), {
+      ...OPTIONS,
+      redirectUrl: 'https://custom.example.com',
+    });
+    expect(payload.meta.redirectUrl).toBe('https://custom.example.com');
+  });
+});