From bdf0cb02ffa661548c630b343fce36e7b82841c4 Mon Sep 17 00:00:00 2001
From: Chandler Copeland <ccopeland@motivhealth.com>
Date: Mon, 6 Apr 2026 14:50:24 -0600
Subject: [PATCH] feat(20-01): extend POST /api/documents with
 documentTemplateId branch

- Parse documentTemplateId from JSON body alongside formTemplateId
- Fetch document template with formTemplate relation for PDF filename
- Copy signatureFields with fresh crypto.randomUUID per field (snapshot independence)
- Map template signer role labels to client email + contacts array
- Return early with inserted doc; existing form-library and upload paths unchanged
---
 .../src/app/api/documents/route.ts            | 67 ++++++++++++++++++-
 1 file changed, 66 insertions(+), 1 deletion(-)

diff --git a/teressa-copeland-homes/src/app/api/documents/route.ts b/teressa-copeland-homes/src/app/api/documents/route.ts
index f7f4170..bd9479b 100644
--- a/teressa-copeland-homes/src/app/api/documents/route.ts
+++ b/teressa-copeland-homes/src/app/api/documents/route.ts
@@ -1,6 +1,7 @@
 import { auth } from '@/lib/auth';
 import { db } from '@/lib/db';
-import { documents, formTemplates } from '@/lib/db/schema';
+import { documents, formTemplates, documentTemplates, clients } from '@/lib/db/schema';
+import type { SignatureFieldData, ClientContact, DocumentSigner } from '@/lib/db/schema';
 import { eq } from 'drizzle-orm';
 import { copyFile, mkdir, writeFile } from 'node:fs/promises';
 import path from 'node:path';
@@ -8,6 +9,8 @@ import path from 'node:path';
 const SEEDS_DIR = path.join(process.cwd(), 'seeds', 'forms');
 const UPLOADS_DIR = path.join(process.cwd(), 'uploads');
 
+const SIGNER_COLORS = ['#6366f1', '#f43f5e', '#10b981', '#f59e0b'];
+
 export async function POST(req: Request) {
   const session = await auth();
   if (!session) return new Response('Unauthorized', { status: 401 });
@@ -17,6 +20,7 @@ export async function POST(req: Request) {
   let clientId: string;
   let name: string;
   let formTemplateId: string | undefined;
+  let documentTemplateId: string | undefined;
   let fileBuffer: ArrayBuffer | undefined;
 
   if (contentType.includes('multipart/form-data')) {
@@ -32,6 +36,7 @@ export async function POST(req: Request) {
     clientId = body.clientId;
     name = body.name;
     formTemplateId = body.formTemplateId;
+    documentTemplateId = body.documentTemplateId;
   }
 
   if (!clientId || !name) {
@@ -50,6 +55,66 @@ export async function POST(req: Request) {
 
   await mkdir(destDir, { recursive: true });
 
+  // Document template branch — apply saved template with fresh field UUIDs
+  if (documentTemplateId) {
+    const docTemplate = await db.query.documentTemplates.findFirst({
+      where: eq(documentTemplates.id, documentTemplateId),
+      with: { formTemplate: true },
+    });
+    if (!docTemplate) return Response.json({ error: 'Document template not found' }, { status: 404 });
+
+    // Copy PDF from seeds dir using the form template's filename
+    const srcPath = path.join(SEEDS_DIR, docTemplate.formTemplate.filename);
+    await copyFile(srcPath, destPath);
+
+    // Copy fields with fresh UUIDs — hints preserved verbatim
+    const rawFields: SignatureFieldData[] = (docTemplate.signatureFields as SignatureFieldData[] | null) ?? [];
+    const copiedFields: SignatureFieldData[] = rawFields.map(f => ({
+      ...f,
+      id: crypto.randomUUID(),
+    }));
+
+    // Collect unique role labels in order of first appearance
+    const seenRoles = new Set<string>();
+    const uniqueRoles: string[] = [];
+    for (const f of copiedFields) {
+      if (f.signerEmail && !seenRoles.has(f.signerEmail)) {
+        seenRoles.add(f.signerEmail);
+        uniqueRoles.push(f.signerEmail);
+      }
+    }
+
+    // Fetch client for email + contacts for role-to-email mapping
+    const client = await db.query.clients.findFirst({
+      where: eq(clients.id, clientId),
+    });
+    const clientEmails = [
+      client?.email,
+      ...((client?.contacts as ClientContact[] | null) ?? []).map(c => c.email),
+    ].filter(Boolean) as string[];
+
+    const mappedSigners: DocumentSigner[] = uniqueRoles.map((role, i) => ({
+      email: clientEmails[i] ?? role,
+      color: SIGNER_COLORS[i % SIGNER_COLORS.length],
+    }));
+
+    // Use the form template's ID for the DB insert
+    const resolvedFormTemplateId = docTemplate.formTemplateId;
+
+    const [doc] = await db.insert(documents).values({
+      id: docId,
+      clientId,
+      name,
+      formTemplateId: resolvedFormTemplateId,
+      filePath: relPath,
+      status: 'Draft',
+      signatureFields: copiedFields,
+      signers: mappedSigners.length > 0 ? mappedSigners : null,
+    }).returning();
+
+    return Response.json(doc, { status: 201 });
+  }
+
   if (fileBuffer !== undefined) {
     // Custom upload
     await writeFile(destPath, Buffer.from(fileBuffer));