feat(eoi): template-aware generate-EOI dialog
The EOI dialog now lists "Documenso Standard EOI" (default) plus any seeded in-app EOI templates and routes the submit to the dual-path generate-and-sign endpoint with the correct pathway: - "documenso-template" sentinel id → pathway: documenso-template - any other template id → pathway: inapp Signers are derived server-side from EoiContext for both pathways when the template type is EOI (interest's client + hardcoded developer + approver), so the dialog doesn't collect them. Non-EOI templates still require explicit signers. Drops the legacy `client.yachtLengthFt` prerequisite check (yacht is now a first-class entity) and replaces it with hasYacht based on interest.yachtId. Tests updated; 646/646 green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,7 +1,7 @@
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'use client';
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import { useState } from 'react';
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import { useQueryClient } from '@tanstack/react-query';
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import { useMemo, useState } from 'react';
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import { useQuery, useQueryClient } from '@tanstack/react-query';
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import {
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Dialog,
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@@ -12,12 +12,19 @@ import {
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DialogTitle,
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} from '@/components/ui/dialog';
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import { Button } from '@/components/ui/button';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { Label } from '@/components/ui/label';
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import { apiFetch } from '@/lib/api/client';
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interface EoiPrerequisites {
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hasName: boolean;
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hasEmail: boolean;
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hasYachtDims: boolean;
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hasYacht: boolean;
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hasBerth: boolean;
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}
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@@ -30,11 +37,23 @@ interface EoiGenerateDialogProps {
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const PREREQUISITE_LABELS: { key: keyof EoiPrerequisites; label: string }[] = [
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{ key: 'hasName', label: 'Client has full name' },
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{ key: 'hasEmail', label: 'Client has email address' },
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{ key: 'hasYachtDims', label: 'Yacht dimensions set' },
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{ key: 'hasYacht', label: 'Yacht linked to interest' },
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{ key: 'hasBerth', label: 'Berth linked to interest' },
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];
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const DOCUMENSO_TEMPLATE_VALUE = 'documenso-template';
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interface InAppTemplate {
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id: string;
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name: string;
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description?: string | null;
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templateType: string;
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}
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interface ListResponse {
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data: InAppTemplate[];
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}
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export function EoiGenerateDialog({
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interestId,
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open,
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@@ -44,9 +63,21 @@ export function EoiGenerateDialog({
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const queryClient = useQueryClient();
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const [isGenerating, setIsGenerating] = useState(false);
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const [error, setError] = useState<string | null>(null);
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const [selectedTemplate, setSelectedTemplate] = useState<string>(DOCUMENSO_TEMPLATE_VALUE);
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const allMet = Object.values(prerequisites).every(Boolean);
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// Load in-app EOI templates so the operator can pick one as an alternative
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// to the Documenso external-signing flow.
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const { data: templatesRes } = useQuery<ListResponse>({
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queryKey: ['document-templates', { templateType: 'eoi', isActive: true }],
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queryFn: () =>
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apiFetch<ListResponse>('/api/v1/document-templates?templateType=eoi&isActive=true'),
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enabled: open,
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});
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const inAppTemplates = useMemo(() => templatesRes?.data ?? [], [templatesRes]);
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const handleGenerate = async () => {
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if (!allMet) return;
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@@ -54,9 +85,17 @@ export function EoiGenerateDialog({
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setError(null);
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try {
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await apiFetch('/api/v1/documents/generate-eoi', {
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const isDocumensoPath = selectedTemplate === DOCUMENSO_TEMPLATE_VALUE;
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const url = `/api/v1/document-templates/${encodeURIComponent(selectedTemplate)}/generate-and-sign`;
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await apiFetch(url, {
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method: 'POST',
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body: { interestId },
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body: {
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interestId,
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pathway: isDocumensoPath ? 'documenso-template' : 'inapp',
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// Signers are derived server-side from EOI context for both pathways
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// when the template type is EOI, so the dialog doesn't collect them.
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signers: [],
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},
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});
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queryClient.invalidateQueries({ queryKey: ['documents', { interestId }] });
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@@ -74,39 +113,58 @@ export function EoiGenerateDialog({
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<DialogHeader>
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<DialogTitle>Generate Expression of Interest</DialogTitle>
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<DialogDescription>
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The following prerequisites must be met before generating the EOI document.
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Pick how to render the EOI. Documenso is the primary path; in-app templates use the same
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source PDF but render and store the PDF locally before sending for signing.
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</DialogDescription>
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</DialogHeader>
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<div className="space-y-2 py-2">
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{PREREQUISITE_LABELS.map(({ key, label }) => (
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<div key={key} className="flex items-center gap-3">
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<span
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className={`flex h-5 w-5 items-center justify-center rounded-full text-xs font-bold ${
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prerequisites[key]
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? 'bg-green-100 text-green-700'
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: 'bg-red-100 text-red-700'
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}`}
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>
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{prerequisites[key] ? '✓' : '✗'}
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</span>
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<span className={prerequisites[key] ? 'text-foreground' : 'text-muted-foreground'}>
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{label}
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</span>
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</div>
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))}
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<div className="space-y-4 py-2">
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<div className="space-y-2">
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<Label htmlFor="eoi-template">Template</Label>
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<Select value={selectedTemplate} onValueChange={setSelectedTemplate}>
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<SelectTrigger id="eoi-template">
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value={DOCUMENSO_TEMPLATE_VALUE}>
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Documenso Standard EOI (recommended)
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</SelectItem>
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{inAppTemplates.map((t) => (
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<SelectItem key={t.id} value={t.id}>
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{t.name}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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<div className="space-y-2">
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<p className="text-xs font-medium text-muted-foreground">Prerequisites</p>
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{PREREQUISITE_LABELS.map(({ key, label }) => (
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<div key={key} className="flex items-center gap-3">
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<span
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className={`flex h-5 w-5 items-center justify-center rounded-full text-xs font-bold ${
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prerequisites[key] ? 'bg-green-100 text-green-700' : 'bg-red-100 text-red-700'
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}`}
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>
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{prerequisites[key] ? '✓' : '✗'}
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</span>
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<span className={prerequisites[key] ? 'text-foreground' : 'text-muted-foreground'}>
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{label}
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</span>
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</div>
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))}
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</div>
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</div>
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{error && (
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<p className="text-sm text-destructive">{error}</p>
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)}
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{error && <p className="text-sm text-destructive">{error}</p>}
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)}>
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Cancel
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</Button>
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<Button onClick={handleGenerate} disabled={!allMet || isGenerating}>
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{isGenerating ? 'Generating...' : 'Generate EOI'}
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{isGenerating ? 'Generating…' : 'Generate EOI'}
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</Button>
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</DialogFooter>
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</DialogContent>
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