feat(eoi): dual-path generateAndSign (inapp + documenso-template)
generateAndSign now accepts a `pathway` parameter:
- `inapp` (existing): resolve in-app template -> pdfme -> MinIO -> Documenso
createDocument + sendDocument.
- `documenso-template` (new): build EOI context from interestId, assemble
the Documenso template payload, and call Documenso's
/api/v1/templates/{id}/generate-document. Documenso owns the PDF; we
still record a documents row for tracking.
Adds generateDocumentFromTemplate helper to the Documenso client and new
env vars (DOCUMENSO_TEMPLATE_ID_EOI + client/developer/approval recipient
IDs) with defaults matching the legacy flow. Covered by 6 new integration
tests (637/637 green).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
301
tests/integration/document-templates-generate-and-sign.test.ts
Normal file
301
tests/integration/document-templates-generate-and-sign.test.ts
Normal file
@@ -0,0 +1,301 @@
|
||||
import { beforeAll, beforeEach, describe, expect, it, vi } from 'vitest';
|
||||
|
||||
import { eq } from 'drizzle-orm';
|
||||
|
||||
import { db } from '@/lib/db';
|
||||
import { documents, documentTemplates } from '@/lib/db/schema/documents';
|
||||
import { clientAddresses, clientContacts } from '@/lib/db/schema/clients';
|
||||
import { interests as interestsTable } from '@/lib/db/schema/interests';
|
||||
import { ValidationError } from '@/lib/errors';
|
||||
|
||||
import { makeBerth, makeClient, makePort, makeYacht } from '../helpers/factories';
|
||||
|
||||
// ─── Mocks ────────────────────────────────────────────────────────────────────
|
||||
|
||||
vi.mock('@/lib/services/documenso-client', () => ({
|
||||
createDocument: vi.fn(),
|
||||
sendDocument: vi.fn(),
|
||||
generateDocumentFromTemplate: vi.fn(),
|
||||
}));
|
||||
|
||||
vi.mock('@/lib/minio', async () => {
|
||||
const actual = await vi.importActual<typeof import('@/lib/minio')>('@/lib/minio');
|
||||
return {
|
||||
...actual,
|
||||
minioClient: {
|
||||
putObject: vi.fn().mockResolvedValue(undefined),
|
||||
getObject: vi.fn().mockImplementation(async () => {
|
||||
async function* gen() {
|
||||
yield Buffer.from('fake-pdf');
|
||||
}
|
||||
return gen();
|
||||
}),
|
||||
},
|
||||
};
|
||||
});
|
||||
|
||||
vi.mock('@/lib/socket/server', () => ({
|
||||
emitToRoom: vi.fn(),
|
||||
}));
|
||||
|
||||
vi.mock('@/lib/pdf/generate', () => ({
|
||||
generatePdf: vi.fn().mockResolvedValue(new Uint8Array(Buffer.from('fake-pdf'))),
|
||||
}));
|
||||
|
||||
vi.mock('@/lib/audit', () => ({
|
||||
createAuditLog: vi.fn().mockResolvedValue(undefined),
|
||||
}));
|
||||
|
||||
// ─── Helpers ──────────────────────────────────────────────────────────────────
|
||||
|
||||
async function insertInApptemplate(portId: string) {
|
||||
const [row] = await db
|
||||
.insert(documentTemplates)
|
||||
.values({
|
||||
portId,
|
||||
name: 'Test EOI',
|
||||
templateType: 'eoi',
|
||||
bodyHtml: '<p>Hello {{client.fullName}} for berth {{berth.mooringNumber}}</p>',
|
||||
createdBy: 'test',
|
||||
})
|
||||
.returning();
|
||||
return row!;
|
||||
}
|
||||
|
||||
async function insertInterest(args: {
|
||||
portId: string;
|
||||
clientId: string;
|
||||
yachtId: string;
|
||||
berthId: string;
|
||||
}) {
|
||||
const [row] = await db
|
||||
.insert(interestsTable)
|
||||
.values({
|
||||
portId: args.portId,
|
||||
clientId: args.clientId,
|
||||
yachtId: args.yachtId,
|
||||
berthId: args.berthId,
|
||||
pipelineStage: 'open',
|
||||
})
|
||||
.returning();
|
||||
return row!;
|
||||
}
|
||||
|
||||
// ─── Setup ────────────────────────────────────────────────────────────────────
|
||||
|
||||
let setup: {
|
||||
portId: string;
|
||||
clientId: string;
|
||||
yachtId: string;
|
||||
berthId: string;
|
||||
interestId: string;
|
||||
inAppTemplateId: string;
|
||||
};
|
||||
|
||||
let generateAndSign: typeof import('@/lib/services/document-templates').generateAndSign;
|
||||
|
||||
beforeAll(async () => {
|
||||
({ generateAndSign } = await import('@/lib/services/document-templates'));
|
||||
|
||||
const port = await makePort();
|
||||
const client = await makeClient({
|
||||
portId: port.id,
|
||||
overrides: { fullName: 'Dual Path Client', nationality: 'US' },
|
||||
});
|
||||
await db.insert(clientContacts).values({
|
||||
clientId: client.id,
|
||||
channel: 'email',
|
||||
value: 'client@example.com',
|
||||
isPrimary: true,
|
||||
});
|
||||
await db.insert(clientAddresses).values({
|
||||
clientId: client.id,
|
||||
portId: port.id,
|
||||
streetAddress: '1 Wharf Rd',
|
||||
city: 'Harbor',
|
||||
country: 'US',
|
||||
isPrimary: true,
|
||||
});
|
||||
|
||||
const yacht = await makeYacht({
|
||||
portId: port.id,
|
||||
ownerType: 'client',
|
||||
ownerId: client.id,
|
||||
name: 'Dual Path Yacht',
|
||||
overrides: { lengthFt: '45', widthFt: '14', draftFt: '6' },
|
||||
});
|
||||
|
||||
const berth = await makeBerth({
|
||||
portId: port.id,
|
||||
overrides: { mooringNumber: 'DP-1' },
|
||||
});
|
||||
|
||||
const interest = await insertInterest({
|
||||
portId: port.id,
|
||||
clientId: client.id,
|
||||
yachtId: yacht.id,
|
||||
berthId: berth.id,
|
||||
});
|
||||
|
||||
const template = await insertInApptemplate(port.id);
|
||||
|
||||
setup = {
|
||||
portId: port.id,
|
||||
clientId: client.id,
|
||||
yachtId: yacht.id,
|
||||
berthId: berth.id,
|
||||
interestId: interest.id,
|
||||
inAppTemplateId: template.id,
|
||||
};
|
||||
});
|
||||
|
||||
beforeEach(() => {
|
||||
vi.clearAllMocks();
|
||||
});
|
||||
|
||||
const meta = {
|
||||
userId: 'test-user',
|
||||
portId: '',
|
||||
ipAddress: '127.0.0.1',
|
||||
userAgent: 'vitest',
|
||||
};
|
||||
|
||||
// ─── Pathway: inapp ───────────────────────────────────────────────────────────
|
||||
|
||||
describe('generateAndSign — inapp pathway', () => {
|
||||
it('generates PDF via pdfme, uploads to MinIO, and sends to Documenso', async () => {
|
||||
const client = await import('@/lib/services/documenso-client');
|
||||
vi.mocked(client.createDocument).mockResolvedValue({
|
||||
id: 'documenso-inapp-123',
|
||||
status: 'PENDING',
|
||||
recipients: [],
|
||||
});
|
||||
vi.mocked(client.sendDocument).mockResolvedValue({
|
||||
id: 'documenso-inapp-123',
|
||||
status: 'PENDING',
|
||||
recipients: [],
|
||||
});
|
||||
|
||||
const result = await generateAndSign(
|
||||
setup.inAppTemplateId,
|
||||
setup.portId,
|
||||
{ clientId: setup.clientId, interestId: setup.interestId },
|
||||
[{ name: 'Client', email: 'client@example.com', role: 'signer', signingOrder: 1 }],
|
||||
'inapp',
|
||||
{ ...meta, portId: setup.portId },
|
||||
);
|
||||
|
||||
expect(result.file).not.toBeNull();
|
||||
expect(client.createDocument).toHaveBeenCalledOnce();
|
||||
expect(client.sendDocument).toHaveBeenCalledWith('documenso-inapp-123');
|
||||
|
||||
const [docRow] = await db
|
||||
.select()
|
||||
.from(documents)
|
||||
.where(eq(documents.id, (result.document as { id: string }).id));
|
||||
expect(docRow?.documensoId).toBe('documenso-inapp-123');
|
||||
expect(docRow?.status).toBe('sent');
|
||||
expect(docRow?.fileId).toBeTruthy();
|
||||
});
|
||||
|
||||
it('throws ValidationError when signers array is empty', async () => {
|
||||
await expect(
|
||||
generateAndSign(
|
||||
setup.inAppTemplateId,
|
||||
setup.portId,
|
||||
{ clientId: setup.clientId, interestId: setup.interestId },
|
||||
[],
|
||||
'inapp',
|
||||
{ ...meta, portId: setup.portId },
|
||||
),
|
||||
).rejects.toThrow(ValidationError);
|
||||
});
|
||||
|
||||
it('throws ValidationError when templateId is null', async () => {
|
||||
await expect(
|
||||
generateAndSign(
|
||||
null,
|
||||
setup.portId,
|
||||
{ clientId: setup.clientId, interestId: setup.interestId },
|
||||
[{ name: 'X', email: 'x@x.com', role: 'signer', signingOrder: 1 }],
|
||||
'inapp',
|
||||
{ ...meta, portId: setup.portId },
|
||||
),
|
||||
).rejects.toThrow(ValidationError);
|
||||
});
|
||||
});
|
||||
|
||||
// ─── Pathway: documenso-template ──────────────────────────────────────────────
|
||||
|
||||
describe('generateAndSign — documenso-template pathway', () => {
|
||||
it('calls Documenso template-generate endpoint and records a documents row', async () => {
|
||||
const client = await import('@/lib/services/documenso-client');
|
||||
vi.mocked(client.generateDocumentFromTemplate).mockResolvedValue({
|
||||
id: 'documenso-template-456',
|
||||
status: 'PENDING',
|
||||
recipients: [],
|
||||
});
|
||||
|
||||
const result = await generateAndSign(
|
||||
null,
|
||||
setup.portId,
|
||||
{ clientId: setup.clientId, interestId: setup.interestId },
|
||||
[],
|
||||
'documenso-template',
|
||||
{ ...meta, portId: setup.portId },
|
||||
);
|
||||
|
||||
expect(result.file).toBeNull();
|
||||
expect(client.generateDocumentFromTemplate).toHaveBeenCalledOnce();
|
||||
const [templateArg, payloadArg] = vi.mocked(client.generateDocumentFromTemplate).mock.calls[0]!;
|
||||
expect(typeof templateArg).toBe('number');
|
||||
expect(payloadArg).toMatchObject({
|
||||
externalId: `loi-${setup.interestId}`,
|
||||
formValues: {
|
||||
Name: 'Dual Path Client',
|
||||
'Yacht Name': 'Dual Path Yacht',
|
||||
'Berth Number': 'DP-1',
|
||||
},
|
||||
});
|
||||
|
||||
const [docRow] = await db
|
||||
.select()
|
||||
.from(documents)
|
||||
.where(eq(documents.id, (result.document as { id: string }).id));
|
||||
expect(docRow?.documensoId).toBe('documenso-template-456');
|
||||
expect(docRow?.status).toBe('sent');
|
||||
expect(docRow?.documentType).toBe('eoi');
|
||||
expect(docRow?.interestId).toBe(setup.interestId);
|
||||
expect(docRow?.fileId).toBeNull();
|
||||
});
|
||||
|
||||
it('throws ValidationError when interestId is missing', async () => {
|
||||
await expect(
|
||||
generateAndSign(null, setup.portId, { clientId: setup.clientId }, [], 'documenso-template', {
|
||||
...meta,
|
||||
portId: setup.portId,
|
||||
}),
|
||||
).rejects.toThrow(ValidationError);
|
||||
});
|
||||
|
||||
it('does NOT call createDocument / sendDocument / minio for this pathway', async () => {
|
||||
const client = await import('@/lib/services/documenso-client');
|
||||
vi.mocked(client.generateDocumentFromTemplate).mockResolvedValue({
|
||||
id: 'documenso-template-789',
|
||||
status: 'PENDING',
|
||||
recipients: [],
|
||||
});
|
||||
|
||||
await generateAndSign(
|
||||
null,
|
||||
setup.portId,
|
||||
{ clientId: setup.clientId, interestId: setup.interestId },
|
||||
[],
|
||||
'documenso-template',
|
||||
{ ...meta, portId: setup.portId },
|
||||
);
|
||||
|
||||
expect(client.createDocument).not.toHaveBeenCalled();
|
||||
expect(client.sendDocument).not.toHaveBeenCalled();
|
||||
});
|
||||
});
|
||||
Reference in New Issue
Block a user