feat(eoi): multi-berth EOI generation + berth-range formatter

Plan §4.6 + §1: a render function that compresses every berth marked
is_in_eoi_bundle=true on an interest into a compact range string
("A1-A3, B5-B7"), wired into both EOI generation paths (the Documenso
template-generate call and the in-app pdf-lib AcroForm fill).

- src/lib/templates/berth-range.ts: pure formatBerthRange() with the
  full edge-case set from §4.6 - empty, single, run, gap, multiple
  prefixes, sort/dedup, multi-letter prefixes, non-canonical
  passthrough, long ranges. Sorts by (prefix, number); dedupes; passes
  non-canonical inputs through with a logger warning.
- src/lib/templates/merge-fields.ts: new {{eoi.berthRange}} token
  added to VALID_MERGE_TOKENS allow-list under a fresh `eoi` scope so
  unknown-token validation at template creation time still rejects
  typos.
- src/lib/services/eoi-context.ts: EoiContext gains eoiBerthRange.
  Resolved by joining interest_berths (is_in_eoi_bundle=true) →
  berths and feeding the mooring numbers through formatBerthRange.
- src/lib/services/documenso-payload.ts: formValues now includes
  "Berth Range" alongside the legacy "Berth Number". Multi-berth EOIs
  surface here; single-berth EOIs duplicate the primary.
- src/lib/pdf/fill-eoi-form.ts: in-app AcroForm fill mirrors the
  Documenso payload by populating "Berth Range". Falls back silently
  when older PDFs don't have the field (setText is no-op-on-missing).

15 unit tests on the formatter; existing EoiContext + Documenso
payload tests updated to assert the new field. 1022 -> 1037 passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-05 03:03:29 +02:00
parent b1e787e55c
commit e00e812199
8 changed files with 208 additions and 1 deletions

View File

@@ -87,6 +87,10 @@ export async function fillEoiFormFields(
setText(form, 'Width', context.yacht?.widthFt ?? '');
setText(form, 'Draft', context.yacht?.draftFt ?? '');
setText(form, 'Berth Number', context.berth?.mooringNumber ?? '');
// Multi-berth EOI: compact range string from the interest's EOI bundle.
// Falls back silently when the AcroForm field doesn't exist (older
// template revisions without the field still fill cleanly).
setText(form, 'Berth Range', context.eoiBerthRange);
setCheckbox(form, 'Purchase', true);
setCheckbox(form, 'Lease_10', false);

View File

@@ -22,6 +22,12 @@ export interface DocumensoTemplatePayload {
Width: string;
Draft: string;
'Berth Number': string;
/**
* Compact range string of every berth in the interest's EOI bundle
* (e.g. "A1-A3, B5"). Empty when the bundle is empty. Multi-berth
* EOIs surface here; single-berth EOIs duplicate the primary mooring.
*/
'Berth Range': string;
Lease_10: boolean;
Purchase: boolean;
};
@@ -135,6 +141,7 @@ export function buildDocumensoPayload(
Width: context.yacht?.widthFt ?? '',
Draft: context.yacht?.draftFt ?? '',
'Berth Number': context.berth?.mooringNumber ?? '',
'Berth Range': context.eoiBerthRange,
Lease_10: false,
Purchase: true,
},

View File

@@ -4,12 +4,13 @@ import { db } from '@/lib/db';
import { berths } from '@/lib/db/schema/berths';
import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
import { companies, companyAddresses } from '@/lib/db/schema/companies';
import { interests } from '@/lib/db/schema/interests';
import { interests, interestBerths } from '@/lib/db/schema/interests';
import { ports } from '@/lib/db/schema/ports';
import { yachts } from '@/lib/db/schema/yachts';
import { getCountryName } from '@/lib/i18n/countries';
import { NotFoundError, ValidationError } from '@/lib/errors';
import { getPrimaryBerth } from '@/lib/services/interest-berths.service';
import { formatBerthRange } from '@/lib/templates/berth-range';
// ─── Types ────────────────────────────────────────────────────────────────────
@@ -57,6 +58,13 @@ export type EoiContext = {
priceCurrency: string;
tenureType: string;
} | null;
/**
* Compact range string for every berth in the interest's EOI bundle
* (rows where `interest_berths.is_in_eoi_bundle=true`). Populates the
* Documenso `Berth Range` form field for multi-berth EOIs (plan §1
* + §4.6). Empty string when the bundle is empty.
*/
eoiBerthRange: string;
interest: {
stage: string;
leadCategory: string | null;
@@ -102,6 +110,16 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
const primaryBerth = await getPrimaryBerth(interest.id);
const primaryBerthId = primaryBerth?.berthId ?? null;
// Resolve every berth in the EOI bundle (is_in_eoi_bundle=true) for the
// multi-berth EOI compact-range merge field. Empty bundle → "" so the
// Documenso template renders blank rather than "undefined".
const bundleRows = await db
.select({ mooringNumber: berths.mooringNumber })
.from(interestBerths)
.innerJoin(berths, eq(berths.id, interestBerths.berthId))
.where(and(eq(interestBerths.interestId, interest.id), eq(interestBerths.isInEoiBundle, true)));
const eoiBerthRange = formatBerthRange(bundleRows.map((r) => r.mooringNumber));
// Parallelise independent reads. Yacht and berth are both nullable -
// the EOI's Section 3 stays blank when they're absent.
const [yacht, berth, client, port] = await Promise.all([
@@ -277,6 +295,7 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
tenureType: berth.tenureType,
}
: null,
eoiBerthRange,
interest: {
stage: interest.pipelineStage,
leadCategory: interest.leadCategory,

View File

@@ -0,0 +1,102 @@
/**
* Compress a list of mooring numbers into a compact range string used
* inside the Documenso EOI template (plan §4.6).
*
* formatBerthRange([]) -> ''
* formatBerthRange(['A5']) -> 'A5'
* formatBerthRange(['A1', 'A2', 'A3']) -> 'A1-A3'
* formatBerthRange(['A1', 'A3']) -> 'A1, A3'
* formatBerthRange(['A1', 'A2', 'B5', 'B6', 'B7']) -> 'A1-A2, B5-B7'
* formatBerthRange(['B5', 'A1', 'A2']) -> 'A1-A2, B5' (sorted)
* formatBerthRange(['A1', 'A1', 'A2']) -> 'A1-A2' (dedup)
*
* Inputs that don't match the canonical `^[A-Z]+\d+$` pattern (multi-
* letter prefixes are fine, but suffixes like 'A1a' or pure numbers
* are not) are passed through unchanged and joined with the rest by
* comma. A warning is logged.
*
* The returned string is the **only** place berths are rendered as a
* compressed range. CRM UI always shows berths as individual chips
* (plan §1).
*/
import { logger } from '@/lib/logger';
const CANONICAL = /^([A-Z]+)(\d+)$/;
interface ParsedMooring {
prefix: string;
number: number;
raw: string;
}
function tryParse(raw: string): ParsedMooring | null {
const m = CANONICAL.exec(raw.trim());
if (!m) return null;
return {
prefix: m[1]!,
number: parseInt(m[2]!, 10),
raw: raw.trim(),
};
}
export function formatBerthRange(mooringNumbers: readonly string[]): string {
if (mooringNumbers.length === 0) return '';
// Dedup while preserving the original-input order so the warning log
// (if any) reports the actual offending input.
const dedupSeen = new Set<string>();
const dedup: string[] = [];
for (const m of mooringNumbers) {
const trimmed = m.trim();
if (trimmed && !dedupSeen.has(trimmed)) {
dedupSeen.add(trimmed);
dedup.push(trimmed);
}
}
const parsed: ParsedMooring[] = [];
const passthrough: string[] = [];
for (const m of dedup) {
const p = tryParse(m);
if (p) parsed.push(p);
else {
logger.warn({ mooring: m }, 'formatBerthRange: non-canonical mooring; passing through');
passthrough.push(m);
}
}
// Sort canonical-form moorings by (prefix, number).
parsed.sort((a, b) => {
if (a.prefix !== b.prefix) return a.prefix < b.prefix ? -1 : 1;
return a.number - b.number;
});
// Compress consecutive runs within the same prefix into "A1-A3".
const segments: string[] = [];
let runStart: ParsedMooring | null = null;
let runEnd: ParsedMooring | null = null;
for (const p of parsed) {
if (runStart && runEnd && p.prefix === runEnd.prefix && p.number === runEnd.number + 1) {
runEnd = p;
continue;
}
if (runStart && runEnd) {
segments.push(formatRun(runStart, runEnd));
}
runStart = p;
runEnd = p;
}
if (runStart && runEnd) {
segments.push(formatRun(runStart, runEnd));
}
// Append non-canonical inputs verbatim.
segments.push(...passthrough);
return segments.join(', ');
}
function formatRun(start: ParsedMooring, end: ParsedMooring): string {
return start.raw === end.raw ? start.raw : `${start.raw}-${end.raw}`;
}

View File

@@ -61,6 +61,12 @@ export const MERGE_FIELDS: MergeFieldCatalog = {
{ token: '{{berth.tenureType}}', label: 'Tenure Type', required: false },
{ token: '{{berth.tenureYears}}', label: 'Tenure Years', required: false },
],
eoi: [
// Compact range string of every berth in the EOI bundle - used inside
// the Documenso PDF where space is constrained. CRM UI always renders
// the bundle as individual berth chips. See `formatBerthRange`.
{ token: '{{eoi.berthRange}}', label: 'EOI Berth Range', required: false },
],
reservation: [
{ token: '{{reservation.startDate}}', label: 'Reservation Start Date', required: false },
{ token: '{{reservation.endDate}}', label: 'Reservation End Date', required: false },