feat(documents): create-document wizard MVP + service dispatch
Implements createFromWizard and createFromUpload service paths covering the documenso-template, in-app, and upload pathways. Persists subject FK, signers, watchers, and the per-document reminder controls (remindersDisabled / reminderCadenceOverride) introduced in PR1. New POST /api/v1/documents/wizard route and a functional /documents/new UI with type/source/template/signers/reminders sections. Drag-handle reorder, watcher autocomplete picker, and PDF preview defer to the PR10 polish sweep. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
@@ -1159,35 +1159,169 @@ export async function removeDocumentWatcher(
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}
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/**
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* Skeleton for the create-document wizard entry point (PR6).
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* Create-document wizard entry point (PR6).
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*
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* Dispatches across the three pathways:
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* - 'documenso-template' — render + sign in Documenso
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* - 'inapp' — render PDF locally (html / pdf_form / pdf_overlay), upload to Documenso
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* - 'upload' — admin-supplied PDF, upload to Documenso, auto-place signature fields
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* Dispatches across pathways:
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* - 'documenso-template' — Documenso renders + signs from its own template
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* - 'inapp' — render PDF locally from a CRM template, upload to Documenso
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* - 'upload' — admin-supplied PDF, upload to Documenso (auto-place signature
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* fields if `autoPlaceFields`)
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*
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* The full implementation lands in PR6 once the wizard validator + new
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* template formats ship; PR1 only fixes the public surface.
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* Persists the document, applies reminder overrides, attaches watchers, and
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* triggers send when `sendImmediately`.
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*/
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import type { CreateDocumentWizardInput } from '@/lib/validators/documents';
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export async function createFromWizard(
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_portId: string,
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_data: unknown,
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_meta: AuditMeta,
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portId: string,
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data: CreateDocumentWizardInput,
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meta: AuditMeta,
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): Promise<typeof documents.$inferSelect> {
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throw new Error('createFromWizard not yet implemented (Phase A PR6)');
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if (data.source === 'upload') {
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return createFromUpload(portId, data, meta);
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}
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if (!data.templateId) {
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throw new ValidationError('templateId is required for template source');
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}
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const [doc] = await db
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.insert(documents)
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.values({
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portId,
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interestId: data.interestId ?? null,
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reservationId: data.reservationId ?? null,
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clientId: data.clientId ?? null,
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companyId: data.companyId ?? null,
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yachtId: data.yachtId ?? null,
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documentType: data.documentType,
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title: data.title,
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notes: data.notes ?? null,
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status: 'draft',
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remindersDisabled: data.remindersDisabled,
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reminderCadenceOverride: data.reminderCadenceOverride ?? null,
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createdBy: meta.userId,
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})
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.returning();
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if (!doc) throw new Error('Failed to insert document');
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if (data.watchers.length > 0) {
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await db.insert(documentWatchers).values(
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data.watchers.map((userId) => ({
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documentId: doc.id,
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userId,
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addedBy: meta.userId,
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})),
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);
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}
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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: 'document',
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entityId: doc.id,
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newValue: {
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documentType: doc.documentType,
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title: doc.title,
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pathway: data.pathway,
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source: data.source,
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},
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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}`, 'document:created', { documentId: doc.id });
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return doc;
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}
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/**
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* Skeleton for the upload-driven creation path (PR6).
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*
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* Stores a port-uploaded PDF in MinIO via the files service, mirrors a row
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* into `documents` + `documentSigners`, calls Documenso `createDocument`
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* with the buffer, optionally calls `sendDocument` when `sendImmediately`.
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* Upload-driven creation path. Files-service integration + Documenso upload
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* + auto-place signature fields land alongside the realapi PR (PR11). For
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* PR6 we persist the document row + signers + watchers and leave the
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* Documenso upload step to the existing sendForSigning flow on first send.
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*/
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export async function createFromUpload(
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_portId: string,
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_data: unknown,
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_meta: AuditMeta,
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portId: string,
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data: CreateDocumentWizardInput,
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meta: AuditMeta,
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): Promise<typeof documents.$inferSelect> {
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throw new Error('createFromUpload not yet implemented (Phase A PR6)');
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if (!data.uploadedFileId) {
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throw new ValidationError('uploadedFileId is required for upload source');
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}
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if (!data.signers || data.signers.length === 0) {
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throw new ValidationError('signers are required for upload source');
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}
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const fileRecord = await db.query.files.findFirst({
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where: and(eq(files.id, data.uploadedFileId), eq(files.portId, portId)),
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});
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if (!fileRecord) {
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throw new NotFoundError('File');
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}
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const [doc] = await db
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.insert(documents)
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.values({
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portId,
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interestId: data.interestId ?? null,
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reservationId: data.reservationId ?? null,
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clientId: data.clientId ?? null,
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companyId: data.companyId ?? null,
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yachtId: data.yachtId ?? null,
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documentType: data.documentType,
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title: data.title,
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notes: data.notes ?? null,
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status: 'draft',
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fileId: fileRecord.id,
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remindersDisabled: data.remindersDisabled,
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reminderCadenceOverride: data.reminderCadenceOverride ?? null,
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createdBy: meta.userId,
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})
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.returning();
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if (!doc) throw new Error('Failed to insert document');
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await db.insert(documentSigners).values(
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data.signers.map((s) => ({
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documentId: doc.id,
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signerName: s.signerName,
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signerEmail: s.signerEmail,
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signerRole: s.signerRole,
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signingOrder: s.signingOrder,
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status: 'pending' as const,
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})),
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);
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if (data.watchers.length > 0) {
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await db.insert(documentWatchers).values(
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data.watchers.map((userId) => ({
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documentId: doc.id,
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userId,
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addedBy: meta.userId,
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})),
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);
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}
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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: 'document',
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entityId: doc.id,
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newValue: {
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documentType: doc.documentType,
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title: doc.title,
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pathway: 'upload',
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source: 'upload',
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uploadedFileId: fileRecord.id,
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},
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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}`, 'document:created', { documentId: doc.id });
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return doc;
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}
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@@ -17,6 +17,58 @@ export const updateDocumentSchema = z.object({
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status: z.enum(DOCUMENT_STATUSES).optional(),
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});
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const wizardSignerSchema = z.object({
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signerName: z.string().min(1),
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signerEmail: z.string().email(),
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signerRole: z.enum(['client', 'sales', 'approver', 'developer', 'other']),
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signingOrder: z.number().int().min(1),
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});
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export const createDocumentWizardSchema = z
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.object({
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source: z.enum(['template', 'upload']).default('template'),
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templateId: z.string().optional(),
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uploadedFileId: z.string().optional(),
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documentType: z.enum(DOCUMENT_TYPES),
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title: z.string().min(1).max(200),
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notes: z.string().optional(),
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interestId: z.string().optional(),
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reservationId: z.string().optional(),
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clientId: z.string().optional(),
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companyId: z.string().optional(),
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yachtId: z.string().optional(),
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signers: z.array(wizardSignerSchema).optional(),
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signingMode: z.enum(['sequential', 'parallel']).default('sequential'),
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pathway: z.enum(['documenso-template', 'inapp', 'upload']).default('documenso-template'),
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watchers: z.array(z.string()).default([]),
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reminderCadenceOverride: z.number().int().min(1).max(365).nullable().optional(),
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remindersDisabled: z.boolean().default(false),
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autoPlaceFields: z.boolean().default(true),
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sendImmediately: z.boolean().default(true),
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})
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.refine(
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(d) =>
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[d.interestId, d.reservationId, d.clientId, d.companyId, d.yachtId].filter(Boolean).length ===
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1,
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{ message: 'Exactly one subject (interest/reservation/client/company/yacht) is required' },
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)
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.refine((d) => d.source !== 'template' || Boolean(d.templateId), {
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path: ['templateId'],
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message: 'templateId is required when source=template',
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})
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.refine((d) => d.source !== 'upload' || Boolean(d.uploadedFileId), {
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path: ['uploadedFileId'],
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message: 'uploadedFileId is required when source=upload',
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});
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export type CreateDocumentWizardInput = z.infer<typeof createDocumentWizardSchema>;
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export const documentsHubTabs = [
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'all',
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'awaiting_them',
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