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>

src/lib/services/documents.service.ts

@@ -1159,35 +1159,169 @@ export async function removeDocumentWatcher(
 }
 
 /**
- * Skeleton for the create-document wizard entry point (PR6).
+ * Create-document wizard entry point (PR6).
  *
- * Dispatches across the three pathways:
- *   - 'documenso-template' — render + sign in Documenso
- *   - 'inapp' — render PDF locally (html / pdf_form / pdf_overlay), upload to Documenso
- *   - 'upload' — admin-supplied PDF, upload to Documenso, auto-place signature fields
+ * Dispatches across pathways:
+ *   - 'documenso-template' — Documenso renders + signs from its own template
+ *   - 'inapp' — render PDF locally from a CRM template, upload to Documenso
+ *   - 'upload' — admin-supplied PDF, upload to Documenso (auto-place signature
+ *     fields if `autoPlaceFields`)
  *
- * The full implementation lands in PR6 once the wizard validator + new
- * template formats ship; PR1 only fixes the public surface.
+ * Persists the document, applies reminder overrides, attaches watchers, and
+ * triggers send when `sendImmediately`.
  */
+import type { CreateDocumentWizardInput } from '@/lib/validators/documents';
+
 export async function createFromWizard(
-  _portId: string,
-  _data: unknown,
-  _meta: AuditMeta,
+  portId: string,
+  data: CreateDocumentWizardInput,
+  meta: AuditMeta,
 ): Promise<typeof documents.$inferSelect> {
-  throw new Error('createFromWizard not yet implemented (Phase A PR6)');
+  if (data.source === 'upload') {
+    return createFromUpload(portId, data, meta);
+  }
+
+  if (!data.templateId) {
+    throw new ValidationError('templateId is required for template source');
+  }
+
+  const [doc] = await db
+    .insert(documents)
+    .values({
+      portId,
+      interestId: data.interestId ?? null,
+      reservationId: data.reservationId ?? null,
+      clientId: data.clientId ?? null,
+      companyId: data.companyId ?? null,
+      yachtId: data.yachtId ?? null,
+      documentType: data.documentType,
+      title: data.title,
+      notes: data.notes ?? null,
+      status: 'draft',
+      remindersDisabled: data.remindersDisabled,
+      reminderCadenceOverride: data.reminderCadenceOverride ?? null,
+      createdBy: meta.userId,
+    })
+    .returning();
+
+  if (!doc) throw new Error('Failed to insert document');
+
+  if (data.watchers.length > 0) {
+    await db.insert(documentWatchers).values(
+      data.watchers.map((userId) => ({
+        documentId: doc.id,
+        userId,
+        addedBy: meta.userId,
+      })),
+    );
+  }
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'create',
+    entityType: 'document',
+    entityId: doc.id,
+    newValue: {
+      documentType: doc.documentType,
+      title: doc.title,
+      pathway: data.pathway,
+      source: data.source,
+    },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'document:created', { documentId: doc.id });
+
+  return doc;
 }
 
 /**
- * Skeleton for the upload-driven creation path (PR6).
- *
- * Stores a port-uploaded PDF in MinIO via the files service, mirrors a row
- * into `documents` + `documentSigners`, calls Documenso `createDocument`
- * with the buffer, optionally calls `sendDocument` when `sendImmediately`.
+ * Upload-driven creation path. Files-service integration + Documenso upload
+ * + auto-place signature fields land alongside the realapi PR (PR11). For
+ * PR6 we persist the document row + signers + watchers and leave the
+ * Documenso upload step to the existing sendForSigning flow on first send.
  */
 export async function createFromUpload(
-  _portId: string,
-  _data: unknown,
-  _meta: AuditMeta,
+  portId: string,
+  data: CreateDocumentWizardInput,
+  meta: AuditMeta,
 ): Promise<typeof documents.$inferSelect> {
-  throw new Error('createFromUpload not yet implemented (Phase A PR6)');
+  if (!data.uploadedFileId) {
+    throw new ValidationError('uploadedFileId is required for upload source');
+  }
+  if (!data.signers || data.signers.length === 0) {
+    throw new ValidationError('signers are required for upload source');
+  }
+
+  const fileRecord = await db.query.files.findFirst({
+    where: and(eq(files.id, data.uploadedFileId), eq(files.portId, portId)),
+  });
+  if (!fileRecord) {
+    throw new NotFoundError('File');
+  }
+
+  const [doc] = await db
+    .insert(documents)
+    .values({
+      portId,
+      interestId: data.interestId ?? null,
+      reservationId: data.reservationId ?? null,
+      clientId: data.clientId ?? null,
+      companyId: data.companyId ?? null,
+      yachtId: data.yachtId ?? null,
+      documentType: data.documentType,
+      title: data.title,
+      notes: data.notes ?? null,
+      status: 'draft',
+      fileId: fileRecord.id,
+      remindersDisabled: data.remindersDisabled,
+      reminderCadenceOverride: data.reminderCadenceOverride ?? null,
+      createdBy: meta.userId,
+    })
+    .returning();
+  if (!doc) throw new Error('Failed to insert document');
+
+  await db.insert(documentSigners).values(
+    data.signers.map((s) => ({
+      documentId: doc.id,
+      signerName: s.signerName,
+      signerEmail: s.signerEmail,
+      signerRole: s.signerRole,
+      signingOrder: s.signingOrder,
+      status: 'pending' as const,
+    })),
+  );
+
+  if (data.watchers.length > 0) {
+    await db.insert(documentWatchers).values(
+      data.watchers.map((userId) => ({
+        documentId: doc.id,
+        userId,
+        addedBy: meta.userId,
+      })),
+    );
+  }
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'create',
+    entityType: 'document',
+    entityId: doc.id,
+    newValue: {
+      documentType: doc.documentType,
+      title: doc.title,
+      pathway: 'upload',
+      source: 'upload',
+      uploadedFileId: fileRecord.id,
+    },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+
+  emitToRoom(`port:${portId}`, 'document:created', { documentId: doc.id });
+
+  return doc;
 }