Luca
d543949188
Brings in the full backend CRM stack on top of the consolidated
migration (60abe8c).
Services (CRM)
- quoteService — full lifecycle (draft → sent → accepted → converted
to event/invoice), Skonto + Storno + reissue paths
- invoiceService — spawnInstallmentInvoices, updateInstallmentPlan,
monthly-billing accumulator, payment-check tokens, dunning ladder
- contractService — block-composable contract editor, in-browser
signature flow, wet-PDF upload path, integrity check, audit trail
- customerHoursService — per-entry locking, billing integration
- dealsService — cross-document lineage (deal_uuid)
- taxReportService — quarterly aggregates + CSV/PDF export
- eventReminderService — pre-event customer reminder cron pass
- _renderContext — shared issuer/recipient blocks across PDF types
- pdfService extensions — custom-font registration, font picker
Routes (admin + public)
- adminQuotes, adminInvoices, adminContracts, adminCalendar,
adminDeals, adminTaxReport, adminDev, adminBusinessProfile
- publicQuotes (accept/decline), publicContracts (sign),
publicPaymentCheck
- Extensions on adminEvents, adminCustomers, adminSettings,
adminEmail, adminFeatureFlags, adminThumbnails, adminPhotos,
adminCategories, adminUsers, adminArchives, adminDashboard
- server.js wires the new mounts (kept upstream's noStoreCache on
customer routes per 3-way merge)
Utilities
- schemaCache (cached hasColumn lookups across services)
- documentSequences (atomic gap-free numbering — §14 UStG)
- safePath (path-containment guards at fs stream boundaries)
- clientIp (sanctioned XFF reader for audit logs)
- publicTokenGuards (pre-multer token validation + attempt counters)
- numericHelpers (ensureInt / ensureNumber consolidation)
- dateFormatter (formatShortDate + dateInputLang)
- dbCompat extensions, iban + pdfFilename helpers, resolveLogoFile
Infrastructure
- Bundled PDF fonts (Comic-Neue / IBM-Plex-Sans / Inter / Jost /
Montserrat / Noto-Sans / Playfair-Display / Poppins)
- Backend package.json + lock updates (pdfkit, signature_pad,
qrcode, et al.)
- Sample storage layout under storage/business-docs/quote/
Tests
- 14 new test files covering quote/invoice/contract lifecycle,
installment plan reshape, line-item hierarchy, customer hours,
payment check, tax report PDF, IBAN parsing, filename sanitiser
80 lines
2.9 KiB
JavaScript
80 lines
2.9 KiB
JavaScript
/**
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* Build a consistent filesystem-safe filename for quote / invoice
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* PDFs. Format:
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*
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* <docNumber>_<customerLabel>.pdf
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*
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* - docNumber: the invoice/quote number as printed
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* - customerLabel: customer.company_name || full person name ||
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* display_name || email-local-part || 'customer'
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*
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* Both segments are sanitised: spaces → '-', non-ASCII letters
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* preserved, slashes/colons/quotes stripped, length capped so the
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* combined filename stays under the typical 255-byte filesystem
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* limit (we cap each side at 80 chars, which is generous for both
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* pieces).
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*
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* Used by:
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* - Content-Disposition headers on every admin + customer PDF
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* endpoint
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* - The PDF's internal `Title` metadata (Chrome's PDF viewer
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* uses this as the default name when saving from a blob URL,
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* where Content-Disposition can't reach)
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*/
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function sanitiseSegment(input, maxLen = 80) {
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if (!input) return '';
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let s = String(input).trim();
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// Replace OS-hostile characters with '-'.
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s = s.replace(/[/\\:*?"<>|]+/g, '-');
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// Collapse whitespace runs into a single '-'.
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s = s.replace(/\s+/g, '-');
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// Collapse repeat dashes.
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s = s.replace(/-+/g, '-');
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// Trim leading/trailing dashes + dots.
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s = s.replace(/^[-.]+|[-.]+$/g, '');
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if (s.length > maxLen) s = s.slice(0, maxLen);
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return s;
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}
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/**
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* Resolve a label representing the customer for the filename. Tries
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* company name first (most useful for filing), then full person
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* name, then display name, then the email's local part, finally
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* 'customer' as a generic fallback.
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*
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* @param {object} customer customer_accounts row (snake_case)
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* @returns {string} sanitised label segment
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*/
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function customerLabel(customer) {
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if (!customer) return 'customer';
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const company = (customer.company_name || '').trim();
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if (company) return sanitiseSegment(company);
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const fullName = [customer.first_name, customer.last_name]
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.map((v) => (v || '').trim()).filter(Boolean).join(' ');
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if (fullName) return sanitiseSegment(fullName);
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const display = (customer.display_name || '').trim();
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if (display) return sanitiseSegment(display);
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const email = (customer.email || '').trim();
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if (email) return sanitiseSegment(email.split('@')[0]);
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return 'customer';
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}
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/**
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* Build the final filename. Always ends with `.pdf`. When the
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* document number is missing (e.g. preview of an unsaved row),
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* substitutes a sensible fallback.
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*
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* @param {object} args
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* - docNumber: 'R-2026-0001' / 'Q-2026-0042' / null for previews
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* - customer: customer_accounts row
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* - fallback: prefix when docNumber is null ('invoice-preview' etc.)
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*/
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function buildPdfFilename({ docNumber, customer, fallback = 'document' }) {
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const numberSeg = sanitiseSegment(docNumber) || sanitiseSegment(fallback) || 'document';
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const custSeg = customerLabel(customer);
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return `${numberSeg}_${custSeg}.pdf`;
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}
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module.exports = { buildPdfFilename, sanitiseSegment, customerLabel };
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