Files
pn-new-crm/tests/unit/pdf/fill-eoi-form.test.ts
Matt 4b5f85cb7d fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).

CRITICAL (3):
 - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
   no longer silently drop interest links
 - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
 - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
   callers must go through /stage with the override-guard chain

HIGH (14/15):
 - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
   interests/documents/reservations/reminders/invoices (migration 0070)
 - H-02 login page reads ?redirect= param with same-origin guard
 - H-03 CRM invite token moves to URL fragment so it never lands in
   nginx access logs / Referer headers
 - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
 - H-05 toggleAccount writes an audit row
 - H-06 upsertSetting masks any value whose key ends with _encrypted
 - H-07 archiveClient cascade fires per-interest audit rows
 - H-08 createSalesTransporter applies SMTP_TIMEOUTS
 - H-09 AppShell stable children — viewport flip across breakpoint no
   longer destroys in-progress form drafts
 - H-10 portal documents page swaps Unicode glyph status icons for
   Lucide CheckCircle2/XCircle/Circle + aria-labels
 - H-12 list components swap alert(...) for toast.warning(...)
 - H-13 5 icon-only buttons gain aria-label
 - H-14 parseBody treats empty bodies as {}
 - H-15 admin layout renders a 403 panel instead of silent bounce
 - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet

MEDIUM (28+):
 - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
   WHEREs across custom-fields, notes (all 6 entity types x update +
   delete), client-contacts, yacht ownerClient lookup, webhook reads
 - M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
 - M-EM01 portal-auth emails thread through portId
 - M-EM02 sendEmail accepts cc/bcc params
 - M-EM04 notification_digest catalog key
 - M-IN01 portal presigned download URLs use 4h TTL
 - M-IN02 OpenAI client lazy-instantiated
 - M-IN04 stale pdfme refs updated to pdf-lib AcroForm
 - M-IN05 umami.testConnection returns tagged union
 - M-L01 reservations tenure_type unified with berths
 - M-L02 report-generators canonicalize stage values
 - M-AU01 audit log placeholder copy fixed
 - M-AU04 outcome_set / outcome_cleared distinct audit verbs
 - M-NEW-2 activity feed entity name+type separator
 - M-R01 portal allowlist narrowed + portal_session backstop in proxy
 - M-SC02 companies archived partial index
 - M-SC04 audit_logs.searchText documented as DB-managed
 - M-S01 storage_s3_access_key_encrypted admin field
 - M-U01 audit log empty state uses <EmptyState>
 - M-U09 invoice delete dialog -> <AlertDialog>
 - M-U10 toast.success on ClientForm + InterestForm create/edit
 - M-U11 settings-form-card logo preview alt text
 - M-U14 mobile topbar title on clients/yachts/interests/berths
 - M-U15 Invoices in mobile More-sheet

LOW (6/8):
 - L-AU01 severity defaults for security-relevant verbs
 - L-AU02 +13 missing actions in admin audit filter
 - L-AU03 +7 missing entity types in admin audit filter
 - L-AU04 dead listAuditLogs stubbed
 - L-D02 CLAUDE.md Owner-wins chain tightened

Bonus — Document detail polish (#67 partial, 3/6 deliverables):
 - state-aware action button per signer
 - watcher Add UI with display-name resolution
 - cleanSignerName cleanup

Prior session work bundled in:
 - Documenso v2 webhook + envelope-ID normalization + sequential signing
 - SigningProgress UI redesign (avatars, per-signer state, timestamps)
 - env->admin settings registry + RegistryDrivenForm + encrypted creds
 - Embedded-signing card + Test connection + setup help
 - Dev-mode EMAIL_REDIRECT_TO banner
 - Pipeline rules admin page
 - Sales email config card
 - Audit log details Sheet
 - EOI tab: Finalising badge, absolute timestamps, sequential indicator
 - Notes pipeline_stage_at_creation (migration 0069)
 - Documenso numeric ID dual-key webhook (migration 0068)
 - Dimensions criterion copy (migration 0067)

Tests: 1374/1374 vitest pass. tsc clean. lint clean.

See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00

191 lines
6.5 KiB
TypeScript
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
import { promises as fs } from 'node:fs';
import path from 'node:path';
import os from 'node:os';
import { afterAll, beforeAll, describe, expect, it } from 'vitest';
import { PDFDocument } from 'pdf-lib';
import { fillEoiFormFields, loadEoiTemplatePdf } from '@/lib/pdf/fill-eoi-form';
import type { EoiContext } from '@/lib/services/eoi-context';
// ─── Test PDF builder (synthetic source PDF with the same field names) ───────
async function buildSyntheticEoiPdf(): Promise<Uint8Array> {
const doc = await PDFDocument.create();
const page = doc.addPage([600, 800]);
const form = doc.getForm();
const textFieldNames = [
'Name',
'Email',
'Address',
'Yacht Name',
'Length',
'Width',
'Draft',
'Berth Number',
];
textFieldNames.forEach((name, i) => {
const f = form.createTextField(name);
f.addToPage(page, { x: 50, y: 700 - i * 40, width: 300, height: 24 });
});
for (const name of ['Lease_10', 'Purchase']) {
const cb = form.createCheckBox(name);
cb.addToPage(page, { x: 400, y: 700 - (name === 'Purchase' ? 0 : 40), width: 12, height: 12 });
}
return doc.save();
}
function makeContext(overrides: Partial<EoiContext> = {}): EoiContext {
return {
client: {
id: 'client-test-1',
fullName: 'Alice Smith',
nationality: 'US',
primaryEmail: 'alice@example.com',
primaryPhone: '+1-555-0100',
address: {
street: '123 Main St',
city: 'Austin',
subdivision: 'TX',
postalCode: '78701',
country: 'United States',
countryIso: 'US',
},
},
yacht: {
id: 'yacht-test-1',
name: 'Sea Breeze',
lengthFt: '45',
widthFt: '14',
draftFt: '6',
lengthM: null,
widthM: null,
draftM: null,
lengthUnit: 'ft' as const,
widthUnit: 'ft' as const,
draftUnit: 'ft' as const,
hullNumber: 'HN-1',
flag: 'US',
yearBuilt: 2020,
},
company: null,
owner: { type: 'client', name: 'Alice Smith' },
berth: {
mooringNumber: 'A12',
area: 'North',
lengthFt: '50',
price: '1000',
priceCurrency: 'USD',
tenureType: 'permanent',
},
eoiBerthRange: '',
interest: { stage: 'open', leadCategory: null, dateFirstContact: null, notes: null },
port: { name: 'Port Nimara', defaultCurrency: 'USD' },
date: { today: '2026-04-26', year: '2026' },
...overrides,
};
}
// ─── fillEoiFormFields ────────────────────────────────────────────────────────
describe('fillEoiFormFields', () => {
it('flattens the form and writes metadata (Title/Author/Lang)', async () => {
const sourcePdf = await buildSyntheticEoiPdf();
const filled = await fillEoiFormFields(sourcePdf, makeContext());
const out = await PDFDocument.load(filled);
// Flatten removes the interactive fields from the form — the values
// are baked into the page content stream so the signer can't edit
// them after the fact.
expect(out.getForm().getFields()).toEqual([]);
// PDF metadata (M-1). pdf-lib doesn't expose `getLanguage`, but the
// other setters round-trip through standard PDF info-dict getters.
expect(out.getTitle()).toBe('EOI Alice Smith');
expect(out.getAuthor()).toBe('Port Nimara');
expect(out.getSubject()).toBe('Expression of Interest');
});
it('produces a non-empty PDF and a single page with the synthetic source', async () => {
const sourcePdf = await buildSyntheticEoiPdf();
const filled = await fillEoiFormFields(sourcePdf, makeContext());
// Round-trip the saved bytes. With the AcroForm flattened, the doc
// still loads as a valid PDF and retains the original page count —
// the text-field widgets have been baked into the content stream.
const out = await PDFDocument.load(filled);
expect(out.getPageCount()).toBe(1);
expect(filled.byteLength).toBeGreaterThan(500);
});
it('handles null primary email and null address gracefully', async () => {
const sourcePdf = await buildSyntheticEoiPdf();
const filled = await fillEoiFormFields(
sourcePdf,
makeContext({
client: {
id: 'client-test-2',
fullName: 'Bob',
nationality: null,
primaryEmail: null,
primaryPhone: null,
address: null,
},
}),
);
// Still flattens cleanly and round-trips as a valid PDF even with
// null email/address — the doc doesn't error out.
const out = await PDFDocument.load(filled);
expect(out.getForm().getFields()).toEqual([]);
expect(out.getTitle()).toBe('EOI Bob');
});
it('skips fields silently if the source PDF lacks them', async () => {
// Build a PDF with only a subset of fields and ensure no error.
const doc = await PDFDocument.create();
const page = doc.addPage([600, 800]);
const form = doc.getForm();
const f = form.createTextField('Name');
f.addToPage(page, { x: 50, y: 700, width: 300, height: 24 });
const sparse = await doc.save();
await expect(fillEoiFormFields(sparse, makeContext())).resolves.toBeInstanceOf(Uint8Array);
});
});
// ─── loadEoiTemplatePdf ───────────────────────────────────────────────────────
describe('loadEoiTemplatePdf', () => {
let tmpFile: string;
const originalEnv = process.env.EOI_TEMPLATE_PDF_PATH;
beforeAll(async () => {
const sourcePdf = await buildSyntheticEoiPdf();
tmpFile = path.join(os.tmpdir(), `eoi-template-${Date.now()}.pdf`);
await fs.writeFile(tmpFile, sourcePdf);
});
afterAll(async () => {
if (originalEnv === undefined) delete process.env.EOI_TEMPLATE_PDF_PATH;
else process.env.EOI_TEMPLATE_PDF_PATH = originalEnv;
await fs.unlink(tmpFile).catch(() => undefined);
});
it('reads the PDF from EOI_TEMPLATE_PDF_PATH override', async () => {
process.env.EOI_TEMPLATE_PDF_PATH = tmpFile;
const bytes = await loadEoiTemplatePdf();
expect(bytes.byteLength).toBeGreaterThan(100);
// Round-trip: should re-load as a valid PDF.
await expect(PDFDocument.load(bytes)).resolves.toBeInstanceOf(PDFDocument);
});
it('throws a clear error with instructions when the file is missing', async () => {
process.env.EOI_TEMPLATE_PDF_PATH = '/nope/does-not-exist.pdf';
await expect(loadEoiTemplatePdf()).rejects.toThrow(/EOI source PDF not found/);
});
});