Phase 1 / commit 12 of 14 — strips out the 571-line tiptap-to-pdfme
serializer and every code path that depended on it. TipTap document
templates remain as Documenso-template seed bodies; the CRM no longer
renders them to PDF in-app.
Deleted:
src/lib/pdf/tiptap-to-pdfme.ts (571 LOC)
src/lib/pdf/templates/eoi-standard-inapp.ts (337 LOC)
src/app/api/v1/admin/templates/preview/route.ts
src/app/api/v1/document-templates/[id]/generate/route.ts
src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
src/lib/services/document-templates.ts:generateFromTemplate (~140 LOC)
src/lib/services/document-templates.ts:generateAndSend (~40 LOC)
src/lib/validators/document-templates.ts:generateAndSendSchema
src/lib/validators/document-templates.ts:previewAdminTemplateSchema
tests/unit/tiptap-serializer.test.ts (old bridge tests)
Preserved as src/lib/pdf/tiptap-validation.ts (~70 LOC):
- validateTipTapDocument() — still used to reject unsupported nodes
on save in the admin template editor
- TEMPLATE_VARIABLES — drives the merge-token picker in the
admin template form + preview UI
generateAndSign() now throws a clear ValidationError when a non-EOI
template tries the in-app pathway. Use a Documenso template, or wait
for the deferred AcroForm-fill admin-upload feature.
seed-data.ts: "Standard EOI (in-app)" template row now seeds with stub
bodyHtml + small MERGE_FIELDS array; the deleted HTML helper was never
actually rendered (in-app EOI is pdf-lib AcroForm fill on the source
PDF — generateEoiPdfFromTemplate, unchanged).
After this commit, pdfme has zero callers left. Commit 14 drops the
deps and the generate.ts shim.
1298/1298 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
127 lines
4.2 KiB
TypeScript
127 lines
4.2 KiB
TypeScript
import { z } from 'zod';
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import { baseListQuerySchema } from '@/lib/api/list-query';
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import { VALID_MERGE_TOKENS, isCustomMergeToken } from '@/lib/templates/merge-fields';
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// A token is acceptable if it's in the static catalog OR matches the
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// dynamic `{{custom.<fieldName>}}` shape. The resolver checks the actual
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// per-port custom-field definition at expand time and substitutes the
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// stored value (or leaves the token unresolved if no definition matches).
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function isAcceptableMergeToken(token: string): boolean {
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return VALID_MERGE_TOKENS.has(token) || isCustomMergeToken(token);
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}
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const mergeFieldsSchema = z
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.array(z.string())
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.optional()
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.default([])
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.refine((tokens) => tokens.every(isAcceptableMergeToken), {
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error: (issue) => {
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const tokens = issue.input as string[] | undefined;
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const unknown = tokens?.filter((t) => !isAcceptableMergeToken(t)) ?? [];
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return `Unknown merge tokens: ${unknown.join(', ')}`;
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},
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});
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export const templateFormats = ['html', 'pdf_form', 'pdf_overlay', 'documenso_render'] as const;
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const createTemplateBaseSchema = z.object({
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name: z.string().min(1).max(200),
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description: z.string().max(500).optional(),
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templateType: z.enum([
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'eoi',
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'welcome_letter',
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'handover_checklist',
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'acknowledgment',
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'correspondence',
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'custom',
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]),
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templateFormat: z.enum(templateFormats).default('html'),
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bodyHtml: z.string().min(1).optional(),
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mergeFields: mergeFieldsSchema,
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isActive: z.boolean().default(true),
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});
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export const createTemplateSchema = createTemplateBaseSchema.refine(
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(data) => data.templateFormat !== 'html' || (data.bodyHtml && data.bodyHtml.length > 0),
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{ path: ['bodyHtml'], message: 'bodyHtml is required when templateFormat is html' },
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);
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export const updateTemplateSchema = createTemplateBaseSchema.partial();
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export const listTemplatesSchema = baseListQuerySchema.extend({
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templateType: z.string().optional(),
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isActive: z
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.enum(['true', 'false'])
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.transform((v) => v === 'true')
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.optional(),
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});
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export const generateSchema = z.object({
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clientId: z.string().optional(),
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interestId: z.string().optional(),
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berthId: z.string().optional(),
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});
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export const generateAndSignSchema = generateSchema.extend({
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pathway: z.enum(['inapp', 'documenso-template']).default('inapp'),
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signers: z
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.array(
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z.object({
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name: z.string().min(1),
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email: z.string().email(),
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role: z.string().min(1),
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signingOrder: z.number().int().min(1),
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}),
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)
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.optional()
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.default([]),
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});
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export type CreateTemplateInput = z.infer<typeof createTemplateSchema>;
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export type UpdateTemplateInput = z.infer<typeof updateTemplateSchema>;
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export type ListTemplatesInput = z.infer<typeof listTemplatesSchema>;
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export type GenerateInput = z.infer<typeof generateSchema>;
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export type GenerateAndSignInput = z.infer<typeof generateAndSignSchema>;
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// ─── TipTap-based Admin Template Schemas ─────────────────────────────────────
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// Used by /api/v1/admin/templates - the TipTap JSON document store.
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export const tiptapDocumentTypes = [
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'eoi',
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'contract',
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'nda',
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'reservation_agreement',
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'letter',
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'other',
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] as const;
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export const createAdminTemplateSchema = z.object({
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name: z.string().min(1).max(200),
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type: z.enum(tiptapDocumentTypes),
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content: z.record(z.string(), z.unknown()), // TipTap JSON document
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});
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export const updateAdminTemplateSchema = z.object({
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name: z.string().min(1).max(200).optional(),
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content: z.record(z.string(), z.unknown()).optional(),
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isActive: z.boolean().optional(),
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});
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export const rollbackAdminTemplateSchema = z.object({
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version: z.number().int().min(1),
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});
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export const listAdminTemplatesSchema = baseListQuerySchema.extend({
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type: z.enum(tiptapDocumentTypes).optional(),
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isActive: z
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.enum(['true', 'false'])
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.transform((v) => v === 'true')
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.optional(),
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});
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export type CreateAdminTemplateInput = z.infer<typeof createAdminTemplateSchema>;
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export type UpdateAdminTemplateInput = z.infer<typeof updateAdminTemplateSchema>;
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export type RollbackAdminTemplateInput = z.infer<typeof rollbackAdminTemplateSchema>;
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export type ListAdminTemplatesInput = z.infer<typeof listAdminTemplatesSchema>;
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