Files
pn-new-crm/src/app/api/v1/interests/[id]/eoi-context/route.ts
Matt ef0dc5abc4 feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
  canonical address form (line1/line2/city/state/postal + ISO
  subdivision + CountryCombobox). Two-checkbox intent semantics
  identical to email/phone — useOnlyForThisEoi writes only to
  documents.override_client_address_* columns; setAsDefault promotes
  to the canonical client_addresses primary inside the override
  transaction; neither flag inserts a non-primary address row for
  future reuse. eoi-context route now returns available.addresses so
  the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
  BEFORE generateAndSign creates the document row, so source_document_id
  stayed NULL. Mirrored the bounded-recent backfill pattern from
  contacts into persistDocumentOverrides for both client_addresses and
  yachts (every row inserted in the last 60s with NULL source_document_id
  and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
  promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
  dropdown + get human labels in the card view.

Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
  open reminders for an entity. Mounted on Overview tab of yacht /
  client / interest detail. Empty state hints at the header button
  rather than duplicating it.

Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
  residential-inquiry — voice + sign-off match the 4 shipped earlier
  ("Dear X", "With warm regards, The {portName} Team", sentence-case
  subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
  set up to catch port-name leaks; templates are correct in review.

Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
  badge), ResizeObserver-driven responsive PDF width, required-tokens-
  unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
  runs the in-app pdf-lib fill against the supplied interest, uploads
  to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
  takes multipart FormData, magic-byte verifies %PDF-, parses page
  count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
  warns when the new page count truncates the prior set.

Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00

85 lines
3.2 KiB
TypeScript

import { NextResponse } from 'next/server';
import { and, desc, eq } from 'drizzle-orm';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
import { clientAddresses, clientContacts } from '@/lib/db/schema/clients';
import { errorResponse, NotFoundError } from '@/lib/errors';
import { buildEoiContext } from '@/lib/services/eoi-context';
/**
* Returns the resolved `EoiContext` for the given interest. Drives the
* EOI generate dialog's pre-flight preview so a sales rep can see (and
* correct) every value before sending the document for signing.
*
* Augments the core context with `available.emails` / `available.phones`
* — every non-deleted client_contacts row for the linked client. The
* dialog renders these as combobox options so the rep can pick a
* secondary contact for this EOI (Phase 3b).
*
* No mutation; pure read.
*/
export const GET = withAuth(
withPermission('interests', 'view', async (_req, ctx, params) => {
try {
const context = await buildEoiContext(params.id!, ctx.portId);
// Resolve the linked client to fetch every contact row. The core
// context only carries the single "primary" value; the dialog needs
// the full set to render the combobox.
const interest = await db.query.interests.findFirst({
where: and(eq(interests.id, params.id!), eq(interests.portId, ctx.portId)),
});
if (!interest) throw new NotFoundError('Interest');
const contactRows = await db
.select({
id: clientContacts.id,
channel: clientContacts.channel,
value: clientContacts.value,
isPrimary: clientContacts.isPrimary,
source: clientContacts.source,
})
.from(clientContacts)
.where(eq(clientContacts.clientId, interest.clientId))
.orderBy(desc(clientContacts.isPrimary), desc(clientContacts.updatedAt));
const addressRows = await db
.select({
id: clientAddresses.id,
streetAddress: clientAddresses.streetAddress,
city: clientAddresses.city,
subdivisionIso: clientAddresses.subdivisionIso,
postalCode: clientAddresses.postalCode,
countryIso: clientAddresses.countryIso,
isPrimary: clientAddresses.isPrimary,
source: clientAddresses.source,
})
.from(clientAddresses)
.where(eq(clientAddresses.clientId, interest.clientId))
.orderBy(desc(clientAddresses.isPrimary), desc(clientAddresses.updatedAt));
const available = {
emails: contactRows
.filter((c) => c.channel === 'email')
.map((c) => ({ id: c.id, value: c.value, isPrimary: c.isPrimary, source: c.source })),
phones: contactRows
.filter((c) => c.channel === 'phone' || c.channel === 'whatsapp')
.map((c) => ({
id: c.id,
value: c.value,
isPrimary: c.isPrimary,
channel: c.channel,
source: c.source,
})),
addresses: addressRows,
};
return NextResponse.json({ data: { ...context, available } });
} catch (error) {
return errorResponse(error);
}
}),
);