Files
pn-new-crm/tests/unit/services/documenso-payload.test.ts
Matt 04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00

226 lines
7.3 KiB
TypeScript

import { describe, it, expect } from 'vitest';
import { buildDocumensoPayload } from '@/lib/services/documenso-payload';
import type { EoiContext } from '@/lib/services/eoi-context';
function makeContext(overrides?: Partial<EoiContext>): EoiContext {
return {
client: {
id: 'client-fixture-1',
fullName: 'Alice Smith',
nationality: 'US',
primaryEmail: 'alice@example.com',
primaryPhone: '+1-555-0100',
address: { street: '123 Main St', city: 'Austin', country: 'USA' },
},
yacht: {
id: 'yacht-fixture-1',
name: 'Sea Breeze',
lengthFt: '45',
widthFt: '14',
draftFt: '6',
lengthM: null,
widthM: null,
draftM: null,
hullNumber: 'ABC-123',
flag: 'US',
yearBuilt: 2020,
},
company: null,
owner: { type: 'client', name: 'Alice Smith' },
berth: {
mooringNumber: 'A12',
area: 'North Dock',
lengthFt: '50',
price: '1200',
priceCurrency: 'USD',
tenureType: 'permanent',
},
eoiBerthRange: 'A12',
interest: {
stage: 'open',
leadCategory: null,
dateFirstContact: null,
notes: null,
},
port: {
name: 'Port Nimara',
defaultCurrency: 'USD',
},
date: { today: '2026-04-23', year: '2026' },
...overrides,
};
}
const OPTIONS = {
interestId: 'int-123',
clientRecipientId: 192,
developerRecipientId: 193,
approvalRecipientId: 194,
};
describe('buildDocumensoPayload', () => {
it('builds title as "{fullName}-EOI-NDA"', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.title).toBe('Alice Smith-EOI-NDA');
});
it('builds externalId as "loi-{interestId}"', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.externalId).toBe('loi-int-123');
});
it('formats formValues with all EoiContext fields', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.formValues).toEqual({
Name: 'Alice Smith',
Email: 'alice@example.com',
Address: '123 Main St, Austin, USA',
'Yacht Name': 'Sea Breeze',
Length: '45',
Width: '14',
Draft: '6',
'Berth Number': 'A12',
'Berth Range': 'A12',
Lease_10: false,
Purchase: true,
});
});
it('defaults missing primaryEmail to empty string', () => {
const ctx = makeContext({ client: { ...makeContext().client, primaryEmail: null } });
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues.Email).toBe('');
expect(payload.recipients[0]!.email).toBe('');
});
it('defaults missing yacht dimensions to empty strings', () => {
const baseYacht = makeContext().yacht!;
const ctx = makeContext({
yacht: { ...baseYacht, lengthFt: null, widthFt: null, draftFt: null },
});
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues.Length).toBe('');
expect(payload.formValues.Width).toBe('');
expect(payload.formValues.Draft).toBe('');
});
it('renders empty Section 3 when yacht and berth are not linked', () => {
const ctx = makeContext({ yacht: null, berth: null });
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues['Yacht Name']).toBe('');
expect(payload.formValues.Length).toBe('');
expect(payload.formValues.Width).toBe('');
expect(payload.formValues.Draft).toBe('');
expect(payload.formValues['Berth Number']).toBe('');
});
it('formats empty address when client has no address', () => {
const ctx = makeContext({ client: { ...makeContext().client, address: null } });
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues.Address).toBe('');
});
it('skips null parts in address', () => {
const ctx = makeContext({
client: {
...makeContext().client,
address: { street: '', city: 'Austin', country: 'USA' },
},
});
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues.Address).toBe('Austin, USA');
});
it('sets Lease_10=false and Purchase=true (hardcoded)', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.formValues.Lease_10).toBe(false);
expect(payload.formValues.Purchase).toBe(true);
});
it('includes client, developer, and approver recipients in signing order', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.recipients).toHaveLength(3);
expect(payload.recipients[0]).toEqual({
id: 192,
name: 'Alice Smith',
email: 'alice@example.com',
role: 'SIGNER',
signingOrder: 1,
});
expect(payload.recipients[1]).toEqual({
id: 193,
name: 'David Mizrahi',
email: 'dm@portnimara.com',
role: 'SIGNER',
signingOrder: 2,
});
expect(payload.recipients[2]).toEqual({
id: 194,
name: 'Abbie May',
email: 'sales@portnimara.com',
role: 'APPROVER',
signingOrder: 3,
});
});
it('allows overriding developer/approver recipient names', () => {
const payload = buildDocumensoPayload(makeContext(), {
...OPTIONS,
developerName: 'Custom Dev',
developerEmail: 'dev@custom.com',
approverName: 'Custom Approver',
approverEmail: 'approve@custom.com',
});
expect(payload.recipients[1]!.name).toBe('Custom Dev');
expect(payload.recipients[1]!.email).toBe('dev@custom.com');
expect(payload.recipients[2]!.name).toBe('Custom Approver');
expect(payload.recipients[2]!.email).toBe('approve@custom.com');
});
it('builds message with port name and greeting', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.meta.message).toContain('Dear Alice Smith');
expect(payload.meta.message).toContain('Port Nimara');
expect(payload.meta.message).toContain('Best Regards');
// No company on-behalf block for client-owned yachts
expect(payload.meta.message).not.toContain('On behalf of');
});
it('adds company on-behalf block for company-owned yachts', () => {
const ctx = makeContext({
company: {
name: 'Aegean Holdings',
legalName: 'Aegean Holdings SA',
taxId: null,
billingAddress: null,
},
owner: { type: 'company', name: 'Aegean Holdings', legalName: 'Aegean Holdings SA' },
});
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.meta.message).toContain('On behalf of Aegean Holdings SA');
});
it('uses company name when legalName is missing in on-behalf block', () => {
const ctx = makeContext({
company: { name: 'Blue Seas', legalName: null, taxId: null, billingAddress: null },
owner: { type: 'company', name: 'Blue Seas' },
});
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.meta.message).toContain('On behalf of Blue Seas');
});
it('uses default redirect URL when not provided', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
expect(payload.meta.redirectUrl).toBe('https://portnimara.com');
});
it('uses custom redirect URL when provided', () => {
const payload = buildDocumensoPayload(makeContext(), {
...OPTIONS,
redirectUrl: 'https://custom.example.com',
});
expect(payload.meta.redirectUrl).toBe('https://custom.example.com');
});
});