pn-new-crm/src/lib/services/documenso-client.ts

import { env } from '@/lib/env';
import { CodedError } from '@/lib/errors';
import { logger } from '@/lib/logger';
import { getPortDocumensoConfig, type DocumensoApiVersion } from '@/lib/services/port-config';
import { fetchWithTimeout, FetchTimeoutError } from '@/lib/fetch-with-timeout';

interface DocumensoCreds {
  baseUrl: string;
  apiKey: string;
  apiVersion: DocumensoApiVersion;
}

async function resolveCreds(portId?: string): Promise<DocumensoCreds> {
  if (!portId) {
    return {
      baseUrl: env.DOCUMENSO_API_URL,
      apiKey: env.DOCUMENSO_API_KEY,
      apiVersion: env.DOCUMENSO_API_VERSION,
    };
  }
  const cfg = await getPortDocumensoConfig(portId);
  return { baseUrl: cfg.apiUrl, apiKey: cfg.apiKey, apiVersion: cfg.apiVersion };
}

async function documensoFetch(
  path: string,
  options?: RequestInit,
  portId?: string,
): Promise<unknown> {
  const { baseUrl, apiKey } = await resolveCreds(portId);
  let res: Response;
  try {
    res = await fetchWithTimeout(`${baseUrl}${path}`, {
      ...options,
      headers: {
        Authorization: `Bearer ${apiKey}`,
        'Content-Type': 'application/json',
        ...options?.headers,
      },
    });
  } catch (err) {
    if (err instanceof FetchTimeoutError) {
      throw new CodedError('DOCUMENSO_TIMEOUT', {
        internalMessage: `${path} timed out after ${err.timeoutMs}ms`,
      });
    }
    throw err;
  }

  if (!res.ok) {
    const err = await res.text();
    logger.error({ path, status: res.status, err, portId }, 'Documenso API error');
    if (res.status === 401 || res.status === 403) {
      throw new CodedError('DOCUMENSO_AUTH_FAILURE', {
        internalMessage: `${path} → ${res.status}`,
      });
    }
    throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
      internalMessage: `${path} → ${res.status}: ${err}`,
    });
  }

  return res.json();
}

// Documenso 2.x renamed top-level `id` → `documentId` and recipient `id` →
// `recipientId`; v1.13 still uses `id`. Normalize both shapes to the legacy
// `id` form that this codebase consumes everywhere downstream.
function normalizeDocument(raw: unknown): DocumensoDocument {
  const r = (raw ?? {}) as Record<string, unknown>;
  const id = String(r.documentId ?? r.id ?? '');
  const status = String(r.status ?? 'PENDING');
  const recipientsRaw = (r.recipients as Array<Record<string, unknown>> | undefined) ?? [];
  const recipients = recipientsRaw.map((rec) => ({
    id: String(rec.recipientId ?? rec.id ?? ''),
    name: String(rec.name ?? ''),
    email: String(rec.email ?? ''),
    role: String(rec.role ?? ''),
    signingOrder: Number(rec.signingOrder ?? 0),
    status: String(rec.signingStatus ?? rec.status ?? 'PENDING'),
    signingUrl: typeof rec.signingUrl === 'string' ? rec.signingUrl : undefined,
    embeddedUrl: typeof rec.embeddedUrl === 'string' ? rec.embeddedUrl : undefined,
  }));
  return { id, status, recipients };
}

export interface DocumensoRecipient {
  name: string;
  email: string;
  role: string;
  signingOrder: number;
}

export interface DocumensoDocument {
  id: string;
  status: string;
  recipients: Array<{
    id: string;
    name: string;
    email: string;
    role: string;
    signingOrder: number;
    status: string;
    signingUrl?: string;
    embeddedUrl?: string;
  }>;
}

/**
 * When EMAIL_REDIRECT_TO is set (dev / staging), rewrite every recipient
 * email so Documenso doesn't accidentally email real clients during a
 * data import / migration dry-run. Names are prefixed with the original
 * email so the recipient (you) can tell who would have received the doc.
 *
 * In production this env var is unset and recipients flow through unchanged.
 */
function applyRecipientRedirect(recipients: DocumensoRecipient[]): DocumensoRecipient[] {
  if (!env.EMAIL_REDIRECT_TO) return recipients;
  return recipients.map((r) => ({
    ...r,
    name: `${r.name} (was: ${r.email})`,
    email: env.EMAIL_REDIRECT_TO!,
  }));
}

/**
 * Same idea for the template-generate endpoint, which takes a payload
 * shape with recipient email/name nested inside `formValues` (Documenso
 * v1.13) or `recipients` (Documenso 2.x). We rewrite both shapes.
 */
function applyPayloadRedirect(payload: Record<string, unknown>): Record<string, unknown> {
  if (!env.EMAIL_REDIRECT_TO) return payload;
  const out: Record<string, unknown> = { ...payload };
  // 2.x recipient shape
  if (Array.isArray(out.recipients)) {
    out.recipients = (out.recipients as Array<Record<string, unknown>>).map((r) => ({
      ...r,
      name: `${String(r.name ?? '')} (was: ${String(r.email ?? '')})`,
      email: env.EMAIL_REDIRECT_TO,
    }));
  }
  // v1.13 formValues shape - keys vary per template; key by anything that
  // looks like an email field. The conservative approach: only touch keys
  // that already hold a string and end with `Email` / `email`.
  if (out.formValues && typeof out.formValues === 'object') {
    const fv = { ...(out.formValues as Record<string, unknown>) };
    for (const key of Object.keys(fv)) {
      if (/email$/i.test(key) && typeof fv[key] === 'string') {
        fv[key] = env.EMAIL_REDIRECT_TO;
      }
    }
    out.formValues = fv;
  }
  return out;
}

export async function createDocument(
  title: string,
  pdfBase64: string,
  recipients: DocumensoRecipient[],
  portId?: string,
): Promise<DocumensoDocument> {
  const safeRecipients = applyRecipientRedirect(recipients);
  if (env.EMAIL_REDIRECT_TO) {
    logger.info(
      { redirected: safeRecipients.length, original: recipients.map((r) => r.email) },
      'Documenso recipients redirected to EMAIL_REDIRECT_TO',
    );
  }
  return documensoFetch(
    '/api/v1/documents',
    {
      method: 'POST',
      body: JSON.stringify({ title, document: pdfBase64, recipients: safeRecipients }),
    },
    portId,
  ).then(normalizeDocument);
}

export async function generateDocumentFromTemplate(
  templateId: number,
  payload: Record<string, unknown>,
  portId?: string,
): Promise<DocumensoDocument> {
  const safePayload = applyPayloadRedirect(payload);
  if (env.EMAIL_REDIRECT_TO) {
    logger.info(
      { templateId },
      'Documenso template-generate payload redirected to EMAIL_REDIRECT_TO',
    );
  }
  return documensoFetch(
    `/api/v1/templates/${templateId}/generate-document`,
    {
      method: 'POST',
      body: JSON.stringify(safePayload),
    },
    portId,
  ).then(normalizeDocument);
}

/**
 * Tell Documenso to actually email the document to its recipients. The
 * recipients themselves are set at create-time (and rerouted to
 * EMAIL_REDIRECT_TO when set), but this is a belt-and-braces guard for
 * documents that may have been created BEFORE the redirect was turned on
 * (i.e. real-recipient documents now triggered by an automation while
 * we're trying to hold comms). When the redirect is on we skip the API
 * call entirely and return a synthetic "still pending" response.
 */
export async function sendDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
  if (env.EMAIL_REDIRECT_TO) {
    logger.warn(
      { docId, portId, redirect: env.EMAIL_REDIRECT_TO },
      'sendDocument SKIPPED - EMAIL_REDIRECT_TO is set, outbound comms paused',
    );
    // Return the existing doc shape so downstream code doesn't see an
    // unexpected null. The document remains in DRAFT/PENDING from
    // Documenso's perspective.
    return getDocument(docId, portId);
  }
  return documensoFetch(
    `/api/v1/documents/${docId}/send`,
    {
      method: 'POST',
    },
    portId,
  ).then(normalizeDocument);
}

export async function getDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
  return documensoFetch(`/api/v1/documents/${docId}`, undefined, portId).then(normalizeDocument);
}

/**
 * Email a signing reminder to one recipient. Skipped entirely when
 * EMAIL_REDIRECT_TO is set - the recipient's stored email may still be
 * a real client address from before the redirect was enabled.
 */
export async function sendReminder(
  docId: string,
  signerId: string,
  portId?: string,
): Promise<void> {
  if (env.EMAIL_REDIRECT_TO) {
    logger.warn(
      { docId, signerId, portId, redirect: env.EMAIL_REDIRECT_TO },
      'sendReminder SKIPPED - EMAIL_REDIRECT_TO is set, outbound comms paused',
    );
    return;
  }
  await documensoFetch(
    `/api/v1/documents/${docId}/recipients/${signerId}/remind`,
    {
      method: 'POST',
    },
    portId,
  );
}

export async function downloadSignedPdf(docId: string, portId?: string): Promise<Buffer> {
  const { baseUrl, apiKey } = await resolveCreds(portId);
  const path = `/api/v1/documents/${docId}/download`;
  let res: Response;
  try {
    res = await fetchWithTimeout(`${baseUrl}${path}`, {
      headers: { Authorization: `Bearer ${apiKey}` },
    });
  } catch (err) {
    if (err instanceof FetchTimeoutError) {
      throw new CodedError('DOCUMENSO_TIMEOUT', {
        internalMessage: `${path} timed out after ${err.timeoutMs}ms`,
      });
    }
    throw err;
  }

  if (!res.ok) {
    const err = await res.text();
    logger.error({ docId, status: res.status, err, portId }, 'Documenso download error');
    if (res.status === 401 || res.status === 403) {
      throw new CodedError('DOCUMENSO_AUTH_FAILURE', {
        internalMessage: `${path} → ${res.status}`,
      });
    }
    throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
      internalMessage: `${path} → ${res.status}: ${err}`,
    });
  }

  const arrayBuffer = await res.arrayBuffer();
  return Buffer.from(arrayBuffer);
}

/** Convenience health-check used by the admin "Test connection" button. */
export async function checkDocumensoHealth(
  portId?: string,
): Promise<{ ok: boolean; status?: number; error?: string }> {
  try {
    const { baseUrl, apiKey } = await resolveCreds(portId);
    const res = await fetchWithTimeout(`${baseUrl}/api/v1/health`, {
      headers: { Authorization: `Bearer ${apiKey}` },
    });
    return { ok: res.ok, status: res.status };
  } catch (err) {
    return { ok: false, error: err instanceof Error ? err.message : 'Unknown error' };
  }
}

// ─── Version-aware abstractions (Phase A PR2) ─────────────────────────────────
//
// Documenso v1.13 and v2.x diverge on field placement and document deletion:
//
//   v1.13: per-field POST /api/v1/documents/{id}/fields with PIXEL coords;
//          DELETE /api/v1/documents/{id} for void.
//   v2.x:  bulk   POST /api/v2/envelope/field/create-many with PERCENT
//          coords (0-100) and rich `fieldMeta`;
//          DELETE /api/v2/envelope/{id} for void.
//
// Callers always work in PERCENT (0-100). For v1 the abstraction multiplies by
// the page dimensions returned by Documenso (cached per docId for the lifetime
// of the process - fields for a given doc usually go in a single batch).

/**
 * Every field type Documenso supports across v1 and v2. The earlier
 * subset (SIGNATURE/INITIALS/DATE/TEXT/EMAIL) covered the EOI flow's
 * needs but locks out custom-uploaded contracts/reservations that
 * may need checkboxes (e.g. "Lease vs Purchase"), dropdowns (e.g.
 * "Berth class A/B/C"), or radio groups. Extending now so the
 * field-placement UI can surface the full palette without later
 * widening this type and patching every call site.
 *
 * Per-type fieldMeta expectations (passed through verbatim):
 *   - SIGNATURE / FREE_SIGNATURE / INITIALS / DATE / EMAIL / NAME — no meta
 *   - TEXT      — { text?: string, label?: string, required?: bool, readOnly?: bool }
 *   - NUMBER    — { numberFormat?: string, min?: number, max?: number, required?: bool }
 *   - CHECKBOX  — { values: Array<{ checked: bool, value: string }>, validationRule?: string }
 *   - DROPDOWN  — { values: Array<{ value: string }>, defaultValue?: string }
 *   - RADIO     — { values: Array<{ checked: bool, value: string }> }
 *
 * `fieldMeta` is sent verbatim to v2's create-many endpoint and
 * silently ignored by v1 (which doesn't accept the property). v1
 * rendering of TEXT/NUMBER/CHECKBOX/DROPDOWN/RADIO falls back to
 * blank-input behaviour without the meta.
 */
export type DocumensoFieldType =
  | 'SIGNATURE'
  | 'FREE_SIGNATURE'
  | 'INITIALS'
  | 'DATE'
  | 'EMAIL'
  | 'NAME'
  | 'TEXT'
  | 'NUMBER'
  | 'CHECKBOX'
  | 'DROPDOWN'
  | 'RADIO';

/**
 * Typed metadata shapes per field type — surfaces what fieldMeta
 * actually carries in well-known cases. Used by the field-placement
 * UI to render the right config form per field type. Pass-through to
 * Documenso retains the loose `Record<string, unknown>` shape so we
 * can ship without locking down every property.
 */
export interface DocumensoTextFieldMeta {
  text?: string;
  label?: string;
  required?: boolean;
  readOnly?: boolean;
}
export interface DocumensoNumberFieldMeta {
  numberFormat?: string;
  min?: number;
  max?: number;
  required?: boolean;
}
export interface DocumensoChoiceOption {
  value: string;
  /** Whether the option is pre-selected. Applies to checkbox + radio. */
  checked?: boolean;
}
export interface DocumensoChoiceFieldMeta {
  values: DocumensoChoiceOption[];
  defaultValue?: string;
  validationRule?: string;
}

/**
 * Returns true when this field type expects a fieldMeta payload from
 * the placement UI (so the UI can prompt the rep to configure
 * options, defaults, validation, etc). Field types not in this list
 * carry no per-instance configuration beyond position + recipient.
 */
export function fieldTypeNeedsMeta(type: DocumensoFieldType): boolean {
  return (
    type === 'TEXT' ||
    type === 'NUMBER' ||
    type === 'CHECKBOX' ||
    type === 'DROPDOWN' ||
    type === 'RADIO'
  );
}

export interface DocumensoFieldPlacement {
  /** Documenso recipient id; v1 expects number, v2 string - coerced internally. */
  recipientId: number | string;
  type: DocumensoFieldType;
  pageNumber: number;
  /** All four are 0-100 percent of page dimensions. */
  pageX: number;
  pageY: number;
  pageWidth: number;
  pageHeight: number;
  /** Optional v2 fieldMeta - passed through verbatim, ignored on v1. */
  fieldMeta?: Record<string, unknown>;
}

export interface DocumensoPageDimensions {
  width: number;
  height: number;
}

const DEFAULT_PAGE_DIMENSIONS: DocumensoPageDimensions = { width: 595, height: 842 }; // A4 pt

const pageDimensionCache = new Map<string, DocumensoPageDimensions>();

/** Test seam - clears the page-dimension memoization. */
export function __resetDocumensoCachesForTests(): void {
  pageDimensionCache.clear();
}

async function getPageDimensions(docId: string, portId?: string): Promise<DocumensoPageDimensions> {
  const cached = pageDimensionCache.get(docId);
  if (cached) return cached;
  // v1 doesn't expose page dimensions cleanly via the public API; the auto-
  // placement use case is footer-anchored signature fields, where a default A4
  // page rendered by Documenso is a safe assumption. Real page dims can be
  // wired in a follow-up by parsing the document/document-data endpoints.
  void portId;
  pageDimensionCache.set(docId, DEFAULT_PAGE_DIMENSIONS);
  return DEFAULT_PAGE_DIMENSIONS;
}

/**
 * Place one or more fields on a Documenso document. Coordinates are PERCENT
 * (0-100) and converted to pixels for v1 internally.
 *
 * v1: dispatches one POST per field (no bulk endpoint).
 * v2: single bulk POST.
 */
export async function placeFields(
  docId: string,
  fields: DocumensoFieldPlacement[],
  portId?: string,
): Promise<void> {
  if (fields.length === 0) return;
  const { baseUrl, apiKey, apiVersion } = await resolveCreds(portId);

  if (apiVersion === 'v2') {
    const v2Fields = fields.map((f) => ({
      recipientId: String(f.recipientId),
      type: f.type,
      pageNumber: f.pageNumber,
      positionX: f.pageX,
      positionY: f.pageY,
      width: f.pageWidth,
      height: f.pageHeight,
      ...(f.fieldMeta ? { fieldMeta: f.fieldMeta } : {}),
    }));
    // Note: v2 endpoint shape (envelopeId/recipientId types) must be
    // confirmed against a live Documenso 2.x instance - see PR11 realapi
    // suite. Spec risk register flags this drift as the top v2 risk.
    const res = await fetchWithTimeout(`${baseUrl}/api/v2/envelope/field/create-many`, {
      method: 'POST',
      headers: {
        Authorization: `Bearer ${apiKey}`,
        'Content-Type': 'application/json',
      },
      body: JSON.stringify({ envelopeId: docId, fields: v2Fields }),
    });
    if (!res.ok) {
      const err = await res.text();
      logger.error({ docId, status: res.status, err, portId }, 'Documenso v2 placeFields error');
      if (res.status === 401 || res.status === 403) {
        throw new CodedError('DOCUMENSO_AUTH_FAILURE', {
          internalMessage: `v2 placeFields ${docId} → ${res.status}`,
        });
      }
      throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
        internalMessage: `v2 placeFields ${docId} → ${res.status}: ${err}`,
      });
    }
    return;
  }

  const dims = await getPageDimensions(docId, portId);
  for (const f of fields) {
    const body = {
      recipientId: typeof f.recipientId === 'string' ? Number(f.recipientId) : f.recipientId,
      type: f.type,
      pageNumber: f.pageNumber,
      pageX: Math.round((f.pageX / 100) * dims.width),
      pageY: Math.round((f.pageY / 100) * dims.height),
      pageWidth: Math.round((f.pageWidth / 100) * dims.width),
      pageHeight: Math.round((f.pageHeight / 100) * dims.height),
    };
    // Retry transient failures so one flaky 5xx mid-loop doesn't leave
    // the document with a partial field set. 3 attempts at 250 / 500 /
    // 1000 ms; 4xx responses (validation errors) fail-fast.
    let lastError: { status: number; body: string } | null = null;
    for (let attempt = 0; attempt < 3; attempt += 1) {
      const res = await fetchWithTimeout(`${baseUrl}/api/v1/documents/${docId}/fields`, {
        method: 'POST',
        headers: {
          Authorization: `Bearer ${apiKey}`,
          'Content-Type': 'application/json',
        },
        body: JSON.stringify(body),
      });
      if (res.ok) {
        lastError = null;
        break;
      }
      const errBody = await res.text().catch(() => '');
      lastError = { status: res.status, body: errBody };
      // Don't retry on 4xx — that's a validation error, won't change.
      if (res.status >= 400 && res.status < 500) break;
      // Backoff: 250ms, 500ms (skipped on the 3rd iteration because we exit).
      if (attempt < 2) {
        await new Promise((r) => setTimeout(r, 250 * Math.pow(2, attempt)));
      }
    }
    if (lastError) {
      logger.error(
        { docId, status: lastError.status, err: lastError.body, portId },
        'Documenso v1 placeField error',
      );
      if (lastError.status === 401 || lastError.status === 403) {
        throw new CodedError('DOCUMENSO_AUTH_FAILURE', {
          internalMessage: `v1 placeField ${docId} → ${lastError.status}`,
        });
      }
      throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
        internalMessage: `v1 placeField ${docId} → ${lastError.status}: ${lastError.body}`,
      });
    }
  }
}

/**
 * Auto-position one SIGNATURE field per recipient at the last-page footer,
 * staggered horizontally so multiple signers don't overlap. Used by the
 * upload-path wizard - admins can refine in Documenso afterwards.
 *
 * Layout (percent of page):
 *   y       = 88 (footer band)
 *   height  = 6
 *   width   = min(20, 80 / N)
 *   x       = i * (80/N) + (40 - 80/N * N / 2)  (centered row)
 */
export async function placeDefaultSignatureFields(
  docId: string,
  recipients: Array<{ id: number | string; pageNumber: number }>,
  portId?: string,
): Promise<void> {
  if (recipients.length === 0) return;
  const fields: DocumensoFieldPlacement[] = computeDefaultSignatureLayout(recipients);
  await placeFields(docId, fields, portId);
}

/** Pure function exported for unit testing layout math. */
export function computeDefaultSignatureLayout(
  recipients: Array<{ id: number | string; pageNumber: number }>,
): DocumensoFieldPlacement[] {
  const n = recipients.length;
  if (n === 0) return [];
  const slot = Math.min(20, 80 / n); // percent width per signer
  const rowWidth = slot * n;
  const startX = 50 - rowWidth / 2;
  return recipients.map((r, i) => ({
    recipientId: r.id,
    type: 'SIGNATURE',
    pageNumber: r.pageNumber,
    pageX: Math.max(0, startX + i * slot),
    pageY: 88,
    pageWidth: slot,
    pageHeight: 6,
  }));
}

/**
 * Void/cancel a Documenso document.
 *
 * v1: DELETE /api/v1/documents/{id}
 * v2: DELETE /api/v2/envelope/{id}
 *
 * Idempotent on 404 (already gone) - logs and resolves.
 */
export async function voidDocument(docId: string, portId?: string): Promise<void> {
  const { baseUrl, apiKey, apiVersion } = await resolveCreds(portId);
  const path = apiVersion === 'v2' ? `/api/v2/envelope/${docId}` : `/api/v1/documents/${docId}`;
  const res = await fetchWithTimeout(`${baseUrl}${path}`, {
    method: 'DELETE',
    headers: { Authorization: `Bearer ${apiKey}` },
  });
  if (res.status === 404) {
    logger.warn({ docId, portId }, 'Documenso voidDocument: already deleted');
    return;
  }
  if (!res.ok) {
    const err = await res.text();
    logger.error({ docId, status: res.status, err, portId }, 'Documenso voidDocument error');
    if (res.status === 401 || res.status === 403) {
      throw new CodedError('DOCUMENSO_AUTH_FAILURE', {
        internalMessage: `voidDocument ${docId} → ${res.status}`,
      });
    }
    throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
      internalMessage: `voidDocument ${docId} → ${res.status}: ${err}`,
    });
  }
}