feat(eoi): seed Standard EOI in-app template per port
Adds a new per-port document_templates row of type 'eoi' containing an
HTML EOI / Letter of Intent body with {{section.field}} merge tokens
that mirror the EoiContext shape. Enables the in-app pdfme PDF path as
an alternative to the Documenso template flow.
- New getStandardEoiTemplateHtml() returns the Letter-sized HTML body
with Applicant / Yacht / Owner / Berth / Interest / Signatures blocks
- STANDARD_EOI_MERGE_FIELDS exported for resolveTemplate wiring (11.4)
- seed-data.ts inserts one document_templates row per port inside the
existing withTransaction block, between ownership transfers and
interests, using SEED_USER_ID for audit consistency
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
@@ -33,7 +33,12 @@ import {
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berths,
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berths,
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berthReservations,
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berthReservations,
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interests,
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interests,
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documentTemplates,
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} from './schema';
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} from './schema';
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import {
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getStandardEoiTemplateHtml,
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STANDARD_EOI_MERGE_FIELDS,
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} from '@/lib/pdf/templates/eoi-standard-inapp';
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// ─── Tunables ────────────────────────────────────────────────────────────────
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// ─── Tunables ────────────────────────────────────────────────────────────────
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@@ -840,6 +845,21 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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.where(eq(yachts.id, yachtId));
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.where(eq(yachts.id, yachtId));
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}
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}
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// ── 6b. Standard EOI Template (in-app PDF path) ────────────────────────
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// One row per port. Used by the in-app pdfme renderer when the port opts
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// for in-app PDF generation over the Documenso template flow.
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await tx.insert(documentTemplates).values({
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portId,
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name: 'Standard EOI (in-app)',
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description:
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'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.',
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templateType: 'eoi',
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bodyHtml: getStandardEoiTemplateHtml(),
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mergeFields: STANDARD_EOI_MERGE_FIELDS,
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isActive: true,
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createdBy: SEED_USER_ID,
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});
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// ── 7. Interests (15) ──────────────────────────────────────────────────
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// ── 7. Interests (15) ──────────────────────────────────────────────────
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// Spread across pipeline stages.
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// Spread across pipeline stages.
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// Valid stages (from interests schema comment):
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// Valid stages (from interests schema comment):
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337
src/lib/pdf/templates/eoi-standard-inapp.ts
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337
src/lib/pdf/templates/eoi-standard-inapp.ts
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@@ -0,0 +1,337 @@
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/**
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* Standard in-app EOI (Letter of Intent) template.
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*
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* Rendered in-app via pdfme (HTML → PDF pipeline) for ports that prefer the
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* in-app PDF generation path over the Documenso template flow.
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*
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* Merge tokens use the {{section.field}} convention and match the
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* `EoiContext` shape produced by `buildEoiContext` in
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* `src/lib/services/eoi-context.ts`. The tokens are resolved by
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* `resolveTemplate` (Task 11.4 wires the expanded resolver).
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*
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* Related:
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* - Field mapping: docs/eoi-documenso-field-mapping.md
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* - Context builder: src/lib/services/eoi-context.ts
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* - Schema: document_templates (src/lib/db/schema/documents.ts)
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*/
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export const STANDARD_EOI_MERGE_FIELDS: string[] = [
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'date.today',
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'date.year',
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'port.name',
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'port.defaultCurrency',
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'client.fullName',
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'client.nationality',
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'client.primaryEmail',
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'client.primaryPhone',
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'client.address.street',
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'client.address.city',
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'client.address.country',
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'yacht.name',
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'yacht.hullNumber',
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'yacht.flag',
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'yacht.yearBuilt',
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'yacht.lengthFt',
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'yacht.widthFt',
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'yacht.draftFt',
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'yacht.lengthM',
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'yacht.widthM',
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'yacht.draftM',
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'company.name',
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'company.legalName',
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'company.taxId',
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'company.billingAddress',
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'owner.type',
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'owner.name',
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'owner.legalName',
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'berth.mooringNumber',
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'berth.area',
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'berth.lengthFt',
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'berth.price',
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'berth.priceCurrency',
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'berth.tenureType',
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'interest.stage',
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'interest.leadCategory',
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'interest.dateFirstContact',
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'interest.notes',
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];
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export function getStandardEoiTemplateHtml(): string {
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return `<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8" />
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<title>Expression of Interest — Letter of Intent</title>
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<style>
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@page {
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size: letter;
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margin: 0.9in 0.9in 1.0in 0.9in;
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}
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html, body {
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margin: 0;
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padding: 0;
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font-family: "Times New Roman", Georgia, serif;
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font-size: 12pt;
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color: #111;
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line-height: 1.45;
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}
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.header {
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border-bottom: 2px solid #111;
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padding-bottom: 8pt;
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margin-bottom: 18pt;
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}
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.header .port-name {
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font-size: 18pt;
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font-weight: 700;
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letter-spacing: 0.5pt;
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}
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.header .doc-title {
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margin-top: 4pt;
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font-size: 14pt;
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font-weight: 600;
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font-style: italic;
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}
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.meta {
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display: flex;
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justify-content: space-between;
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margin-bottom: 18pt;
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font-size: 11pt;
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}
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h2.section {
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font-size: 12pt;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.8pt;
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border-bottom: 1px solid #555;
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padding-bottom: 2pt;
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margin: 16pt 0 8pt 0;
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}
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table.fields {
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width: 100%;
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border-collapse: collapse;
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margin-bottom: 6pt;
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}
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table.fields td {
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padding: 3pt 6pt 3pt 0;
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vertical-align: top;
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}
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table.fields td.label {
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width: 34%;
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font-weight: 600;
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color: #333;
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}
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.addr-line {
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margin: 0;
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padding: 0;
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}
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.signatures {
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margin-top: 36pt;
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display: table;
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width: 100%;
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}
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.signatures .slot {
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display: table-cell;
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width: 50%;
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padding-right: 18pt;
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vertical-align: top;
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}
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.signatures .slot:last-child {
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padding-right: 0;
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padding-left: 18pt;
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}
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.sig-line {
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border-top: 1px solid #111;
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margin-top: 42pt;
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padding-top: 4pt;
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font-size: 10pt;
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color: #333;
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}
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.footer {
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position: fixed;
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bottom: 0.4in;
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left: 0.9in;
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right: 0.9in;
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text-align: center;
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font-size: 9pt;
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color: #666;
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border-top: 1px solid #ccc;
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padding-top: 4pt;
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}
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.muted {
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color: #666;
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}
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</style>
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</head>
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<body>
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<div class="header">
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<div class="port-name">{{port.name}}</div>
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<div class="doc-title">Expression of Interest — Letter of Intent</div>
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</div>
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<div class="meta">
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<div><strong>Date:</strong> {{date.today}}</div>
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<div><strong>Port:</strong> {{port.name}}</div>
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</div>
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<p>
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This Expression of Interest (the “EOI”) is entered into between
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<strong>{{port.name}}</strong> and the Applicant named below, and records the
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Applicant’s non-binding intent to proceed toward a berth acquisition at
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the port. It is subject to subsequent definitive documentation.
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</p>
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<h2 class="section">1. Applicant</h2>
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<table class="fields">
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<tr>
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<td class="label">Full name</td>
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<td>{{client.fullName}}</td>
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</tr>
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<tr>
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<td class="label">Nationality</td>
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<td>{{client.nationality}}</td>
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</tr>
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<tr>
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<td class="label">Email</td>
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<td>{{client.primaryEmail}}</td>
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</tr>
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<tr>
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<td class="label">Phone</td>
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<td>{{client.primaryPhone}}</td>
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</tr>
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<tr>
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<td class="label">Address</td>
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<td>
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<p class="addr-line">{{client.address.street}}</p>
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<p class="addr-line">{{client.address.city}}</p>
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<p class="addr-line">{{client.address.country}}</p>
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</td>
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</tr>
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</table>
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<h2 class="section">2. Yacht</h2>
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<table class="fields">
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<tr>
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<td class="label">Name</td>
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<td>{{yacht.name}}</td>
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</tr>
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<tr>
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<td class="label">Hull number</td>
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<td>{{yacht.hullNumber}}</td>
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</tr>
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<tr>
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<td class="label">Flag</td>
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<td>{{yacht.flag}}</td>
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</tr>
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<tr>
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<td class="label">Year built</td>
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<td>{{yacht.yearBuilt}}</td>
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</tr>
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<tr>
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<td class="label">Length (ft / m)</td>
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<td>{{yacht.lengthFt}} ft / {{yacht.lengthM}} m</td>
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</tr>
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<tr>
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<td class="label">Beam (ft / m)</td>
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<td>{{yacht.widthFt}} ft / {{yacht.widthM}} m</td>
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</tr>
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<tr>
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<td class="label">Draft (ft / m)</td>
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<td>{{yacht.draftFt}} ft / {{yacht.draftM}} m</td>
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</tr>
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</table>
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<h2 class="section">3. Owner</h2>
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<p>
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Owner type: <strong>{{owner.type}}</strong><br />
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Owner name: <strong>{{owner.name}}</strong>
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<span class="muted"> (legal: {{owner.legalName}})</span>
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</p>
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<table class="fields">
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<tr>
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<td class="label">Company name</td>
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<td>{{company.name}}</td>
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</tr>
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<tr>
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<td class="label">Legal name</td>
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<td>{{company.legalName}}</td>
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</tr>
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<tr>
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<td class="label">Tax ID</td>
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<td>{{company.taxId}}</td>
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</tr>
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<tr>
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<td class="label">Billing address</td>
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<td>{{company.billingAddress}}</td>
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</tr>
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</table>
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<p class="muted" style="font-size:10pt;">
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The company block is populated only where the yacht is company-owned; for
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client-owned yachts these fields render empty.
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</p>
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<h2 class="section">4. Berth</h2>
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<table class="fields">
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<tr>
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<td class="label">Mooring number</td>
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<td>{{berth.mooringNumber}}</td>
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</tr>
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<tr>
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<td class="label">Area</td>
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<td>{{berth.area}}</td>
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</tr>
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<tr>
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<td class="label">Length</td>
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<td>{{berth.lengthFt}} ft</td>
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</tr>
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<tr>
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<td class="label">Price</td>
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<td>{{berth.price}} {{berth.priceCurrency}}</td>
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</tr>
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<tr>
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<td class="label">Tenure type</td>
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<td>{{berth.tenureType}}</td>
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</tr>
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</table>
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<h2 class="section">5. Interest Summary</h2>
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<table class="fields">
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<tr>
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<td class="label">Pipeline stage</td>
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<td>{{interest.stage}}</td>
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</tr>
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<tr>
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<td class="label">Lead category</td>
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<td>{{interest.leadCategory}}</td>
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</tr>
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<tr>
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<td class="label">First contact</td>
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<td>{{interest.dateFirstContact}}</td>
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</tr>
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<tr>
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<td class="label">Notes</td>
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<td>{{interest.notes}}</td>
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</tr>
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</table>
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<h2 class="section">6. Signatures</h2>
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<div class="signatures">
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<div class="slot">
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<div class="sig-line">
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Applicant — {{client.fullName}}
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</div>
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<div class="muted" style="font-size:10pt; margin-top:2pt;">Date: __________________</div>
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</div>
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<div class="slot">
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<div class="sig-line">
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For and on behalf of {{port.name}}
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</div>
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<div class="muted" style="font-size:10pt; margin-top:2pt;">Date: __________________</div>
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</div>
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</div>
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<div class="footer">
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{{port.name}} · Expression of Interest · {{date.year}}
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</div>
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</body>
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</html>`;
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}
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Reference in New Issue
Block a user