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