Files
pn-new-crm/src/lib/services/documents.service.ts
Matt Ciaccio da44e8ecbe feat(documenso): version-aware field placement + void abstractions
Adds DOCUMENSO_API_VERSION env (default v1) plus per-port override.
Introduces placeFields, placeDefaultSignatureFields, and voidDocument
that hide v1 (per-field POST, pixel coords) vs v2 (bulk POST, percent +
fieldMeta) differences. cancelDocument now voids in Documenso first and
treats transient void failures as recoverable so the CRM stays the
system of record. 16 unit specs cover dispatch, layout math, idempotent
404, and v1 pixel conversion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:22:04 +02:00

964 lines
30 KiB
TypeScript

import { and, eq } from 'drizzle-orm';
import { db } from '@/lib/db';
import {
documents,
documentSigners,
documentEvents,
documentWatchers,
files,
} from '@/lib/db/schema/documents';
import { interests } from '@/lib/db/schema/interests';
import { clients } from '@/lib/db/schema/clients';
import { ports } from '@/lib/db/schema/ports';
import { buildListQuery } from '@/lib/db/query-builder';
import { createAuditLog } from '@/lib/audit';
import { diffEntity } from '@/lib/entity-diff';
import { NotFoundError, ValidationError, ConflictError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { minioClient, buildStoragePath } from '@/lib/minio';
import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
import { evaluateRule } from '@/lib/services/berth-rules-engine';
import {
createDocument as documensoCreate,
sendDocument as documensoSend,
downloadSignedPdf,
voidDocument as documensoVoid,
} from '@/lib/services/documenso-client';
import type {
CreateDocumentInput,
UpdateDocumentInput,
ListDocumentsInput,
} from '@/lib/validators/documents';
// ─── Types ────────────────────────────────────────────────────────────────────
interface AuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
// ─── List ─────────────────────────────────────────────────────────────────────
export async function listDocuments(portId: string, query: ListDocumentsInput) {
const { page, limit, sort, order, search, interestId, clientId, documentType, status } = query;
const filters = [];
if (interestId) filters.push(eq(documents.interestId, interestId));
if (clientId) filters.push(eq(documents.clientId, clientId));
if (documentType) filters.push(eq(documents.documentType, documentType));
if (status) filters.push(eq(documents.status, status));
const sortColumn =
sort === 'title'
? documents.title
: sort === 'status'
? documents.status
: sort === 'documentType'
? documents.documentType
: documents.createdAt;
return buildListQuery({
table: documents,
portIdColumn: documents.portId,
portId,
idColumn: documents.id,
updatedAtColumn: documents.updatedAt,
searchColumns: [documents.title],
searchTerm: search,
filters,
sort: sort ? { column: sortColumn, direction: order } : undefined,
page,
pageSize: limit,
});
}
// ─── Get by ID ────────────────────────────────────────────────────────────────
export async function getDocumentById(id: string, portId: string) {
const doc = await db.query.documents.findFirst({
where: and(eq(documents.id, id), eq(documents.portId, portId)),
with: { signers: true },
});
if (!doc) throw new NotFoundError('Document');
return doc;
}
// ─── Create ───────────────────────────────────────────────────────────────────
export async function createDocument(portId: string, data: CreateDocumentInput, meta: AuditMeta) {
const [doc] = await db
.insert(documents)
.values({
portId,
interestId: data.interestId ?? null,
clientId: data.clientId ?? null,
documentType: data.documentType,
title: data.title,
notes: data.notes ?? null,
status: 'draft',
createdBy: meta.userId,
})
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'create',
entityType: 'document',
entityId: doc!.id,
newValue: { documentType: doc!.documentType, title: doc!.title },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:created', { documentId: doc!.id });
return doc!;
}
// ─── Update ───────────────────────────────────────────────────────────────────
export async function updateDocument(
id: string,
portId: string,
data: UpdateDocumentInput,
meta: AuditMeta,
) {
const existing = await getDocumentById(id, portId);
const updates: Partial<typeof documents.$inferInsert> = {};
if (data.title !== undefined) updates.title = data.title;
if (data.notes !== undefined) updates.notes = data.notes;
if (data.status !== undefined) updates.status = data.status;
updates.updatedAt = new Date();
const [updated] = await db
.update(documents)
.set(updates)
.where(and(eq(documents.id, id), eq(documents.portId, portId)))
.returning();
diffEntity(existing, updated!);
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
newValue: updated as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:updated', { documentId: id });
return updated!;
}
// ─── Delete ───────────────────────────────────────────────────────────────────
export async function deleteDocument(id: string, portId: string, meta: AuditMeta) {
const existing = await getDocumentById(id, portId);
if (['sent', 'partially_signed'].includes(existing.status)) {
throw new ConflictError('Cannot delete a document that is currently in signing process');
}
await db.delete(documents).where(and(eq(documents.id, id), eq(documents.portId, portId)));
void createAuditLog({
userId: meta.userId,
portId,
action: 'delete',
entityType: 'document',
entityId: id,
oldValue: { title: existing.title, status: existing.status },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:deleted', { documentId: id });
}
// ─── Send for Signing (BR-021) ────────────────────────────────────────────────
export async function sendForSigning(documentId: string, portId: string, meta: AuditMeta) {
const doc = await getDocumentById(documentId, portId);
if (!doc.fileId) throw new ValidationError('Document has no associated file');
if (doc.status !== 'draft') throw new ConflictError('Document is not in draft status');
// Fetch interest + client to build signers
const interest = doc.interestId
? await db.query.interests.findFirst({ where: eq(interests.id, doc.interestId) })
: null;
const client = doc.clientId
? await db.query.clients.findFirst({
where: eq(clients.id, doc.clientId),
with: { contacts: true },
})
: null;
if (!client) throw new ValidationError('Document has no associated client');
const emailContact = (
client.contacts as Array<{ channel: string; value: string }> | undefined
)?.find((c) => c.channel === 'email');
if (!emailContact?.value) throw new ValidationError('Client has no email contact');
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
if (!port) throw new NotFoundError('Port');
// BR-021: Create 3 signers — client (1), developer (2), sales/approver (3)
const signerRecords = await db
.insert(documentSigners)
.values([
{
documentId,
signerName: client.fullName,
signerEmail: emailContact.value,
signerRole: 'client',
signingOrder: 1,
status: 'pending',
},
{
documentId,
signerName: port.name,
signerEmail: `developer@${port.slug}.com`,
signerRole: 'developer',
signingOrder: 2,
status: 'pending',
},
{
documentId,
signerName: `${port.name} Sales`,
signerEmail: `sales@${port.slug}.com`,
signerRole: 'approver',
signingOrder: 3,
status: 'pending',
},
])
.returning();
// Get file from MinIO and base64 encode
const fileRecord = await db.query.files.findFirst({ where: eq(files.id, doc.fileId) });
if (!fileRecord) throw new NotFoundError('File');
const fileStream = await minioClient.getObject(env.MINIO_BUCKET, fileRecord.storagePath);
const chunks: Buffer[] = [];
for await (const chunk of fileStream) {
chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk));
}
const pdfBuffer = Buffer.concat(chunks);
const pdfBase64 = pdfBuffer.toString('base64');
// Create document in Documenso + send
const documensoDoc = await documensoCreate(doc.title, pdfBase64, [
{ name: client.fullName, email: emailContact.value, role: 'SIGNER', signingOrder: 1 },
{ name: port.name, email: `developer@${port.slug}.com`, role: 'SIGNER', signingOrder: 2 },
{
name: `${port.name} Sales`,
email: `sales@${port.slug}.com`,
role: 'SIGNER',
signingOrder: 3,
},
]);
await documensoSend(documensoDoc.id);
// Update signer records with signing URLs from Documenso response
for (const docSigner of documensoDoc.recipients) {
const localSigner = signerRecords.find((s) => s.signerEmail === docSigner.email);
if (localSigner) {
await db
.update(documentSigners)
.set({
signingUrl: docSigner.signingUrl ?? null,
embeddedUrl: docSigner.embeddedUrl ?? null,
})
.where(eq(documentSigners.id, localSigner.id));
}
}
// Update document status
await db
.update(documents)
.set({ status: 'sent', documensoId: documensoDoc.id, updatedAt: new Date() })
.where(eq(documents.id, documentId));
// Update interest if linked
if (interest) {
await db
.update(interests)
.set({
documensoId: documensoDoc.id,
dateEoiSent: new Date(),
eoiStatus: 'waiting_for_signatures',
updatedAt: new Date(),
})
.where(eq(interests.id, interest.id));
// Trigger berth rules
void evaluateRule('eoi_sent', interest.id, portId, meta);
}
// Create document event
await db.insert(documentEvents).values({
documentId,
eventType: 'sent',
eventData: { documensoId: documensoDoc.id },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
newValue: { status: 'sent', documensoId: documensoDoc.id },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:sent', {
documentId,
type: doc.documentType,
signerCount: 3,
documensoId: documensoDoc.id,
});
return await getDocumentById(documentId, portId);
}
// ─── Upload Signed Manually (BR-013) ─────────────────────────────────────────
export async function uploadSignedManually(
documentId: string,
portId: string,
fileData: { buffer: Buffer; originalName: string; mimeType: string; size: number },
meta: AuditMeta,
) {
const doc = await getDocumentById(documentId, portId);
const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
if (!port) throw new NotFoundError('Port');
// Store the signed file
const fileId = crypto.randomUUID();
const storagePath = buildStoragePath(port.slug, 'eoi-signed', documentId, fileId, 'pdf');
await minioClient.putObject(env.MINIO_BUCKET, storagePath, fileData.buffer, fileData.size, {
'Content-Type': fileData.mimeType,
});
const [fileRecord] = await db
.insert(files)
.values({
portId,
clientId: doc.clientId ?? null,
filename: fileData.originalName,
originalName: fileData.originalName,
mimeType: fileData.mimeType,
sizeBytes: String(fileData.size),
storagePath,
storageBucket: env.MINIO_BUCKET,
category: 'eoi',
uploadedBy: meta.userId,
})
.returning();
// Update document
await db
.update(documents)
.set({
signedFileId: fileRecord!.id,
status: 'completed',
isManualUpload: true,
updatedAt: new Date(),
})
.where(eq(documents.id, documentId));
// Update interest if linked and type is eoi
if (doc.interestId && doc.documentType === 'eoi') {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, doc.interestId),
});
await db
.update(interests)
.set({ eoiStatus: 'signed', dateEoiSigned: new Date(), updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
if (interest) {
void evaluateRule('eoi_signed', doc.interestId, portId, meta);
}
}
await db.insert(documentEvents).values({
documentId,
eventType: 'completed',
eventData: { isManualUpload: true, fileId: fileRecord!.id },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
newValue: { status: 'completed', isManualUpload: true },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:completed', { documentId });
// Notify creator about manual completion
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId,
userId: meta.userId,
type: 'document_signed',
title: 'Document marked as signed',
description: `"${doc.title}" has been manually uploaded as signed`,
link: `/documents/${documentId}`,
entityType: 'document',
entityId: documentId,
dedupeKey: `document:${documentId}:completed`,
}),
);
return await getDocumentById(documentId, portId);
}
// ─── List Signers ─────────────────────────────────────────────────────────────
export async function listDocumentSigners(documentId: string, portId: string) {
await getDocumentById(documentId, portId); // verify access
return db.query.documentSigners.findMany({
where: eq(documentSigners.documentId, documentId),
orderBy: (ds, { asc }) => [asc(ds.signingOrder)],
});
}
// ─── List Events ──────────────────────────────────────────────────────────────
export async function listDocumentEvents(documentId: string, portId: string) {
await getDocumentById(documentId, portId); // verify access
return db.query.documentEvents.findMany({
where: eq(documentEvents.documentId, documentId),
orderBy: (de, { desc }) => [desc(de.createdAt)],
});
}
// ─── Webhook Handlers ─────────────────────────────────────────────────────────
export async function handleRecipientSigned(eventData: {
documentId: string;
recipientEmail: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
// Update signer status
const [signer] = await db
.update(documentSigners)
.set({ status: 'signed', signedAt: new Date() })
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
)
.returning();
// Update document to partially_signed if eoi type
if (doc.documentType === 'eoi' && doc.status === 'sent') {
await db
.update(documents)
.set({ status: 'partially_signed', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'signed',
signerId: signer?.id ?? null,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail },
});
emitToRoom(`port:${doc.portId}`, 'document:signer:signed', {
documentId: doc.id,
signerEmail: eventData.recipientEmail,
});
}
export async function handleDocumentCompleted(eventData: { documentId: string }) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
// BR-022: Download signed PDF and store in MinIO
const port = await db.query.ports.findFirst({ where: eq(ports.id, doc.portId) });
if (!port) {
logger.error({ portId: doc.portId }, 'Port not found during document completion');
return;
}
try {
const signedPdfBuffer = await downloadSignedPdf(eventData.documentId);
const fileId = crypto.randomUUID();
const storagePath = buildStoragePath(port.slug, 'eoi-signed', doc.id, fileId, 'pdf');
await minioClient.putObject(
env.MINIO_BUCKET,
storagePath,
signedPdfBuffer,
signedPdfBuffer.length,
{ 'Content-Type': 'application/pdf' },
);
const [fileRecord] = await db
.insert(files)
.values({
portId: doc.portId,
clientId: doc.clientId ?? null,
filename: `signed-${doc.id}.pdf`,
originalName: `signed-${doc.id}.pdf`,
mimeType: 'application/pdf',
sizeBytes: String(signedPdfBuffer.length),
storagePath,
storageBucket: env.MINIO_BUCKET,
category: 'eoi',
uploadedBy: 'system',
})
.returning();
await db
.update(documents)
.set({ status: 'completed', signedFileId: fileRecord!.id, updatedAt: new Date() })
.where(eq(documents.id, doc.id));
} catch (err) {
logger.error({ err, documentId: doc.id }, 'Failed to download/store signed PDF');
await db
.update(documents)
.set({ status: 'completed', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
}
// Update interest if eoi type
if (doc.interestId && doc.documentType === 'eoi') {
const interest = await db.query.interests.findFirst({
where: eq(interests.id, doc.interestId),
});
await db
.update(interests)
.set({ eoiStatus: 'signed', dateEoiSigned: new Date(), updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
if (interest) {
void evaluateRule('eoi_signed', doc.interestId, doc.portId, {
userId: 'system',
portId: doc.portId,
ipAddress: '0.0.0.0',
userAgent: 'webhook',
});
}
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'completed',
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:completed', { documentId: doc.id });
// Notify the document creator about completion
if (doc.createdBy && doc.createdBy !== 'system') {
void import('@/lib/services/notifications.service').then(({ createNotification }) =>
createNotification({
portId: doc.portId,
userId: doc.createdBy!,
type: 'document_signed',
title: 'Document fully signed',
description: `"${doc.title}" has been signed by all parties`,
link: `/documents/${doc.id}`,
entityType: 'document',
entityId: doc.id,
dedupeKey: `document:${doc.id}:completed`,
}),
);
}
}
export async function handleDocumentExpired(eventData: { documentId: string }) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
await db
.update(documents)
.set({ status: 'expired', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'expired', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'expired',
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:expired', { documentId: doc.id });
}
export async function handleDocumentOpened(eventData: {
documentId: string;
recipientEmail: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
const [signer] = await db
.select()
.from(documentSigners)
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
);
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'viewed',
signerId: signer?.id ?? null,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail },
});
emitToRoom(`port:${doc.portId}`, 'document:signer:opened', {
documentId: doc.id,
signerEmail: eventData.recipientEmail,
});
}
export async function handleDocumentRejected(eventData: {
documentId: string;
recipientEmail?: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
let signerId: string | null = null;
if (eventData.recipientEmail) {
const [signer] = await db
.update(documentSigners)
.set({ status: 'declined' })
.where(
and(
eq(documentSigners.documentId, doc.id),
eq(documentSigners.signerEmail, eventData.recipientEmail),
),
)
.returning();
signerId = signer?.id ?? null;
}
await db
.update(documents)
.set({ status: 'rejected', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'rejected', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'rejected',
signerId,
signatureHash: eventData.signatureHash ?? null,
eventData: { recipientEmail: eventData.recipientEmail ?? null },
});
emitToRoom(`port:${doc.portId}`, 'document:rejected', {
documentId: doc.id,
signerEmail: eventData.recipientEmail ?? null,
});
}
export async function handleDocumentCancelled(eventData: {
documentId: string;
signatureHash?: string;
}) {
const doc = await db.query.documents.findFirst({
where: eq(documents.documensoId, eventData.documentId),
});
if (!doc) {
logger.warn({ documensoId: eventData.documentId }, 'Document not found for webhook');
return;
}
await db
.update(documents)
.set({ status: 'cancelled', updatedAt: new Date() })
.where(eq(documents.id, doc.id));
if (doc.interestId && doc.documentType === 'eoi') {
await db
.update(interests)
.set({ eoiStatus: 'cancelled', updatedAt: new Date() })
.where(eq(interests.id, doc.interestId));
}
await db.insert(documentEvents).values({
documentId: doc.id,
eventType: 'cancelled',
signatureHash: eventData.signatureHash ?? null,
eventData: { documensoId: eventData.documentId },
});
emitToRoom(`port:${doc.portId}`, 'document:cancelled', { documentId: doc.id });
}
// ─── Phase A: hub + wizard surface (PR1 skeletons; bodies land in PRs 4-6) ────
export interface DocumentDetailWatcher {
userId: string;
addedBy: string;
addedAt: Date;
}
export interface DocumentDetail {
document: typeof documents.$inferSelect;
signers: (typeof documentSigners.$inferSelect)[];
events: (typeof documentEvents.$inferSelect)[];
watchers: DocumentDetailWatcher[];
}
/**
* Single-roundtrip aggregator for the document detail page (PR5).
* Returns the document plus all signers, events (newest first), and watchers.
* Throws NotFoundError if the document is not in `portId`.
*/
export async function getDocumentDetail(id: string, portId: string): Promise<DocumentDetail> {
const document = await getDocumentById(id, portId);
const [signers, events, watchers] = await Promise.all([
db.query.documentSigners.findMany({
where: eq(documentSigners.documentId, id),
orderBy: (ds, { asc }) => [asc(ds.signingOrder)],
}),
db.query.documentEvents.findMany({
where: eq(documentEvents.documentId, id),
orderBy: (de, { desc }) => [desc(de.createdAt)],
}),
db
.select({
userId: documentWatchers.userId,
addedBy: documentWatchers.addedBy,
addedAt: documentWatchers.addedAt,
})
.from(documentWatchers)
.where(eq(documentWatchers.documentId, id)),
]);
return { document, signers, events, watchers };
}
/**
* User-initiated cancel of an in-flight document. Voids the doc in Documenso
* (when present), updates DB status, logs an event, emits socket. Webhook
* receiver also handles documenso-initiated cancellations via
* `handleDocumentCancelled`.
*
* The actual Documenso void call lands in PR2 (`documenso-client.voidDocument`);
* this skeleton updates DB state only.
*/
export async function cancelDocument(
documentId: string,
portId: string,
meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
const existing = await getDocumentById(documentId, portId);
if (['completed', 'cancelled', 'rejected'].includes(existing.status)) {
throw new ConflictError(`Document is already ${existing.status}`);
}
// CRM is the system of record for cancellation status. A transient
// Documenso failure shouldn't block the user from marking the doc cancelled
// here — voidDocument already treats 404 as success, and the periodic
// webhook receiver will reconcile if the remote void eventually lands.
if (existing.documensoId) {
try {
await documensoVoid(existing.documensoId, portId);
} catch (err) {
logger.warn(
{ err, documentId, documensoId: existing.documensoId },
'Documenso void failed; cancelling locally anyway',
);
}
}
const [updated] = await db
.update(documents)
.set({ status: 'cancelled', updatedAt: new Date() })
.where(and(eq(documents.id, documentId), eq(documents.portId, portId)))
.returning();
await db.insert(documentEvents).values({
documentId,
eventType: 'cancelled',
eventData: { initiatedBy: meta.userId },
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'document',
entityId: documentId,
oldValue: { status: existing.status },
newValue: { status: 'cancelled' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'document:cancelled', { documentId });
return updated!;
}
/**
* Returns prefilled email composer payload for the "Email signed PDF to all
* signatories" action on the document detail page.
*
* Available for `status='completed' && signedFileId !== null`.
*
* Body content (from per-port `signed_doc_completion` template), full
* sender-resolution, and watcher-cc helpers land alongside PR8 (email
* composer with attachments). For PR1 this returns the minimal correct
* recipients + auto-attachment shape so detail-page integration tests can
* assert against it.
*/
export interface ComposeSignedDocEmailResult {
to: string[];
cc: string[];
subject: string;
body: string;
attachments: Array<{ fileId: string; filename?: string }>;
defaultSenderType: 'system' | 'user';
}
export async function composeSignedDocEmail(
documentId: string,
portId: string,
): Promise<ComposeSignedDocEmailResult> {
const doc = await getDocumentById(documentId, portId);
if (doc.status !== 'completed') {
throw new ConflictError('Document is not completed');
}
if (!doc.signedFileId) {
throw new ValidationError('Document has no signed PDF');
}
const signers = await db
.select({ email: documentSigners.signerEmail })
.from(documentSigners)
.where(eq(documentSigners.documentId, documentId));
const dedupedRecipients = Array.from(new Set(signers.map((s) => s.email)));
return {
to: dedupedRecipients,
cc: [],
subject: `Signed ${doc.documentType.replace(/_/g, ' ')}${doc.title}`,
body: '',
attachments: [{ fileId: doc.signedFileId }],
defaultSenderType: 'system',
};
}
/**
* Skeleton for the create-document wizard entry point (PR6).
*
* Dispatches across the three pathways:
* - 'documenso-template' — render + sign in Documenso
* - 'inapp' — render PDF locally (html / pdf_form / pdf_overlay), upload to Documenso
* - 'upload' — admin-supplied PDF, upload to Documenso, auto-place signature fields
*
* The full implementation lands in PR6 once the wizard validator + new
* template formats ship; PR1 only fixes the public surface.
*/
export async function createFromWizard(
_portId: string,
_data: unknown,
_meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
throw new Error('createFromWizard not yet implemented (Phase A PR6)');
}
/**
* Skeleton for the upload-driven creation path (PR6).
*
* Stores a port-uploaded PDF in MinIO via the files service, mirrors a row
* into `documents` + `documentSigners`, calls Documenso `createDocument`
* with the buffer, optionally calls `sendDocument` when `sendImmediately`.
*/
export async function createFromUpload(
_portId: string,
_data: unknown,
_meta: AuditMeta,
): Promise<typeof documents.$inferSelect> {
throw new Error('createFromUpload not yet implemented (Phase A PR6)');
}