pn-new-crm

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Author	SHA1	Message	Date
Matt Ciaccio	456d399ee2	refactor(templates): merge-field allow-list rejects unknown tokens Extracts the MERGE_FIELDS catalog out of the document-templates service into src/lib/templates/merge-fields.ts so the Zod validator can import it without circular deps. createTemplateSchema now refines mergeFields against VALID_MERGE_TOKENS — unknown tokens (including the deprecated `{{client.yachtName}}` / `{{client.companyName}}` family) are rejected at template creation time with a message naming the offenders. Adds the missing `eoi` value to templateType enum so seeded EOI rows round-trip through the validator. Drops the historical "Removed (PR 11):" comment from the catalog (per project convention against `// removed` markers). 6 new validator unit tests; 652/652 green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-04-26 13:48:06 +02:00
Matt Ciaccio	f8255cedb8	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>	2026-04-24 18:43:41 +02:00
Matt	67d7e6e3d5	Initial commit: Port Nimara CRM (Layers 0-4) Some checks failed Build & Push Docker Images / build-and-push (push) Has been cancelled Details Build & Push Docker Images / deploy (push) Has been cancelled Details Build & Push Docker Images / lint (push) Has been cancelled Details Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-26 11:52:51 +01:00

Author

SHA1

Message

Date

Matt Ciaccio

456d399ee2

refactor(templates): merge-field allow-list rejects unknown tokens

Extracts the MERGE_FIELDS catalog out of the document-templates service
into src/lib/templates/merge-fields.ts so the Zod validator can import
it without circular deps. createTemplateSchema now refines mergeFields
against VALID_MERGE_TOKENS — unknown tokens (including the deprecated
`{{client.yachtName}}` / `{{client.companyName}}` family) are rejected
at template creation time with a message naming the offenders.

Adds the missing `eoi` value to templateType enum so seeded EOI rows
round-trip through the validator. Drops the historical "Removed (PR 11):"
comment from the catalog (per project convention against `// removed`
markers).

6 new validator unit tests; 652/652 green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-04-26 13:48:06 +02:00

Matt Ciaccio

f8255cedb8

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>

2026-04-24 18:43:41 +02:00

Matt

67d7e6e3d5

Initial commit: Port Nimara CRM (Layers 0-4)

Build & Push Docker Images / build-and-push (push) Has been cancelled

Details

Build & Push Docker Images / deploy (push) Has been cancelled

Details

Build & Push Docker Images / lint (push) Has been cancelled

Details

Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

2026-03-26 11:52:51 +01:00

3 Commits