@fayz-ai/plugin-forms 0.8.0 → 0.9.0-next.0

package/dist/index.js

@@ -1,9 +1,9 @@
-import { FormRenderer } from './chunk-32I43T37.js';
+import { createOrUpdateFormTool, prefillFromPerson, FormRenderer, printDocument } from './chunk-W2ZNJGQC.js';
 import React2, { useState, useCallback, useRef, useEffect } from 'react';
 import { registerTranslations, createSafeDataProvider, useTranslation, getSupabaseClientOptional, getActiveTenantId } from '@fayz-ai/core';
-import { PluginSettingsPanel } from '@fayz-ai/saas';
+import { PluginSettingsPanel, useLimitGuard, invalidateLimit, PermissionGate } from '@fayz-ai/saas';
 import { create } from 'zustand';
-import { FileText, Image, Paperclip, Search, Plus, Pencil, Trash2, ArrowLeft, Loader2, Save, ChevronDown, Upload, Eye } from 'lucide-react';
+import { FileText, Image, Paperclip, Search, Plus, Pencil, Archive, ArrowLeft, Printer, ChevronDown, Upload, Eye } from 'lucide-react';
 import { Input, Button, Card, CardContent, Badge, useSaveBar, Dropdown, DropdownTrigger, DropdownContent, DropdownSeparator, DropdownLabel, DropdownItem } from '@fayz-ai/ui';
 import { jsx, jsxs } from 'react/jsx-runtime';
 
@@ -178,14 +178,11 @@ function createMockFormsProvider() {
     }
   };
 }
-
-// src/lib/tenant.ts
-var currentTenantId;
 function getFormsTenantId() {
-  return currentTenantId;
+  return getActiveTenantId();
 }
 function getTenantId() {
-  return getActiveTenantId() ?? "";
+  return getFormsTenantId() ?? getActiveTenantId() ?? "";
 }
 function getClient() {
   const supabase = getSupabaseClientOptional();
@@ -263,7 +260,7 @@ function createSupabaseFormsProvider() {
     // ── Templates ──────────────────────────────────────────
     async getTemplates(query) {
       const db = getClient();
-      let qb = db.from(T.templates).select("*", { count: "exact" }).eq("tenant_id", getTenantId()).eq("is_current", true).eq("is_deleted", false);
+      let qb = db.from(T.templates).select("*", { count: "exact" }).eq("tenant_id", getTenantId()).eq("is_current", true).eq("is_deleted", false).eq("is_active", true);
       if (query.category) qb = qb.eq("category", query.category);
       if (query.search) qb = qb.ilike("name", `%${query.search}%`);
       const page = query.page ?? 1;
@@ -569,6 +566,7 @@ var en = {
   "customForms.noTemplates": "No form templates yet",
   "customForms.noTemplatesDescription": "Create your first custom form to start collecting structured data.",
   "customForms.deleteTemplateConfirm": "Delete this form template? Existing documents will be preserved.",
+  "customForms.archiveTemplateConfirm": "Archive this form template? It leaves the list and the document picker, but is kept and existing documents are preserved.",
   // Categories
   "customForms.category.anamnesis": "Anamnesis",
   "customForms.category.evolution": "Evolution Note",
@@ -590,6 +588,21 @@ var en = {
   "customForms.builder.addOption": "Add option",
   "customForms.builder.colSpan": "Column span",
   "customForms.builder.deleteField": "Remove field",
+  "customForms.builder.mapToPerson": "Auto-fill from record",
+  "customForms.builder.mapNone": "Don't auto-fill",
+  "customForms.builder.mapHint": "When creating the document from a person's profile, this field is pre-filled with the chosen value (still editable).",
+  "customForms.preview.editor": "Editor",
+  "customForms.preview.print": "Print",
+  // Person field mappings (auto-fill)
+  "customForms.personField.name": "Name",
+  "customForms.personField.documentNumber": "ID / Document",
+  "customForms.personField.email": "Email",
+  "customForms.personField.phone": "Phone",
+  "customForms.personField.dateOfBirth": "Date of Birth",
+  "customForms.personField.guardianName": "Guardian",
+  "customForms.personField.address": "Address",
+  "customForms.personField.city": "City",
+  "customForms.personField.state": "State",
   // Field types
   "customForms.fieldType.title": "Title",
   "customForms.fieldType.text": "Simple Text",
@@ -613,6 +626,9 @@ var en = {
   "customForms.saveAsDraft": "Save as Draft",
   "customForms.saveAndComplete": "Save & Complete",
   "customForms.deleteDocumentConfirm": "Delete this document?",
+  "customForms.archive": "Archive",
+  "customForms.archiveDocumentConfirm": "Archive this document? It leaves the active list but is kept on file.",
+  "customForms.printPdf": "Print / PDF",
   // Registry
   "registry.form-categories": "Categories",
   "registry.form-categories.description": "Categories for organizing form templates",
@@ -639,6 +655,7 @@ var ptBR = {
   "customForms.noTemplates": "Nenhum modelo criado",
   "customForms.noTemplatesDescription": "Crie seu primeiro formul\xE1rio personalizado para come\xE7ar a coletar dados estruturados.",
   "customForms.deleteTemplateConfirm": "Excluir este modelo de formul\xE1rio? Documentos existentes ser\xE3o preservados.",
+  "customForms.archiveTemplateConfirm": "Arquivar este modelo? Ele sai da lista e do seletor de documentos, mas fica guardado e os documentos existentes s\xE3o preservados.",
   // Categories
   "customForms.category.anamnesis": "Anamnese",
   "customForms.category.evolution": "Evolu\xE7\xE3o",
@@ -660,6 +677,21 @@ var ptBR = {
   "customForms.builder.addOption": "Adicionar op\xE7\xE3o",
   "customForms.builder.colSpan": "Largura em colunas",
   "customForms.builder.deleteField": "Remover campo",
+  "customForms.builder.mapToPerson": "Preencher com dado da ficha",
+  "customForms.builder.mapNone": "N\xE3o preencher",
+  "customForms.builder.mapHint": "Ao criar o documento na ficha da pessoa, este campo j\xE1 vem preenchido com o dado escolhido (edit\xE1vel).",
+  "customForms.preview.editor": "Editor",
+  "customForms.preview.print": "Impress\xE3o",
+  // Person field mappings (auto-fill)
+  "customForms.personField.name": "Nome",
+  "customForms.personField.documentNumber": "CPF / Documento",
+  "customForms.personField.email": "E-mail",
+  "customForms.personField.phone": "Telefone",
+  "customForms.personField.dateOfBirth": "Data de Nascimento",
+  "customForms.personField.guardianName": "Respons\xE1vel",
+  "customForms.personField.address": "Endere\xE7o",
+  "customForms.personField.city": "Cidade",
+  "customForms.personField.state": "Estado",
   // Field types
   "customForms.fieldType.title": "T\xEDtulo",
   "customForms.fieldType.text": "Texto Simples",
@@ -683,6 +715,9 @@ var ptBR = {
   "customForms.saveAsDraft": "Salvar Rascunho",
   "customForms.saveAndComplete": "Salvar e Finalizar",
   "customForms.deleteDocumentConfirm": "Excluir este documento?",
+  "customForms.archive": "Arquivar",
+  "customForms.archiveDocumentConfirm": "Arquivar este documento? Ele sai da lista ativa mas fica guardado.",
+  "customForms.printPdf": "Imprimir / PDF",
   // Registry
   "registry.form-categories": "Categorias",
   "registry.form-categories.description": "Categorias para organizar modelos de formul\xE1rios",
@@ -728,12 +763,17 @@ function TemplateListView({ store, config, onEdit, onNew }) {
   const loading = store((s) => s.templatesLoading);
   const orgId = getFormsTenantId();
   useEffect(() => {
-    return;
+    if (!orgId) return;
+    const timer = setTimeout(() => {
+      store.getState().fetchTemplates({ search: search || void 0 });
+    }, 50);
+    return () => clearTimeout(timer);
   }, [orgId, search]);
-  const handleDelete = useCallback(async (template) => {
-    if (!window.confirm(t("customForms.deleteTemplateConfirm"))) return;
-    await store.getState().deleteTemplate(template.id);
+  const handleArchive = useCallback(async (template) => {
+    if (!window.confirm(t("customForms.archiveTemplateConfirm"))) return;
+    await store.getState().updateTemplate(template.id, { isActive: false });
   }, [store, t]);
+  const visibleTemplates = templates.filter((tpl) => tpl.isActive !== false);
   const categoryLabel = (cat) => t(`customForms.category.${cat}`);
   return /* @__PURE__ */ jsxs("div", { className: "space-y-4", children: [
     /* @__PURE__ */ jsxs("div", { className: "flex items-center gap-3", children: [
@@ -749,21 +789,21 @@ function TemplateListView({ store, config, onEdit, onNew }) {
           }
         )
       ] }),
-      /* @__PURE__ */ jsxs(Button, { onClick: onNew, size: "sm", className: "h-9", children: [
+      /* @__PURE__ */ jsx(PermissionGate, { feature: "custom_forms", action: "create", children: /* @__PURE__ */ jsxs(Button, { onClick: onNew, size: "sm", className: "h-9", children: [
         /* @__PURE__ */ jsx(Plus, { className: "h-3.5 w-3.5 mr-1.5" }),
         t("customForms.newTemplate")
-      ] })
+      ] }) })
     ] }),
-    !loading && templates.length === 0 && /* @__PURE__ */ jsx(Card, { children: /* @__PURE__ */ jsxs(CardContent, { className: "flex flex-col items-center justify-center py-16 text-center", children: [
+    !loading && visibleTemplates.length === 0 && /* @__PURE__ */ jsx(Card, { children: /* @__PURE__ */ jsxs(CardContent, { className: "flex flex-col items-center justify-center py-16 text-center", children: [
       /* @__PURE__ */ jsx("div", { className: "flex h-12 w-12 items-center justify-center rounded-full bg-muted mb-4", children: /* @__PURE__ */ jsx(FileText, { className: "h-5 w-5 text-muted-foreground" }) }),
       /* @__PURE__ */ jsx("p", { className: "font-medium", children: t("customForms.noTemplates") }),
       /* @__PURE__ */ jsx("p", { className: "text-sm text-muted-foreground mt-1 max-w-sm", children: t("customForms.noTemplatesDescription") }),
-      /* @__PURE__ */ jsxs(Button, { onClick: onNew, size: "sm", className: "mt-4", children: [
+      /* @__PURE__ */ jsx(PermissionGate, { feature: "custom_forms", action: "create", children: /* @__PURE__ */ jsxs(Button, { onClick: onNew, size: "sm", className: "mt-4", children: [
         /* @__PURE__ */ jsx(Plus, { className: "h-3.5 w-3.5 mr-1.5" }),
         t("customForms.newTemplate")
-      ] })
+      ] }) })
     ] }) }),
-    templates.length > 0 && /* @__PURE__ */ jsx("div", { className: "grid gap-3 sm:grid-cols-2 lg:grid-cols-3", children: templates.map((template) => /* @__PURE__ */ jsx(
+    visibleTemplates.length > 0 && /* @__PURE__ */ jsx("div", { className: "grid gap-3 sm:grid-cols-2 lg:grid-cols-3", children: visibleTemplates.map((template) => /* @__PURE__ */ jsx(
       Card,
       {
         className: "group cursor-pointer hover:shadow-md transition-shadow",
@@ -791,10 +831,11 @@ function TemplateListView({ store, config, onEdit, onNew }) {
                 {
                   onClick: (e) => {
                     e.stopPropagation();
-                    handleDelete(template);
+                    handleArchive(template);
                   },
-                  className: "p-1.5 rounded-md hover:bg-destructive/10",
-                  children: /* @__PURE__ */ jsx(Trash2, { className: "h-3.5 w-3.5 text-destructive" })
+                  className: "p-1.5 rounded-md hover:bg-muted",
+                  title: t("customForms.archive"),
+                  children: /* @__PURE__ */ jsx(Archive, { className: "h-3.5 w-3.5 text-muted-foreground" })
                 }
               )
             ] })
@@ -825,29 +866,29 @@ function TemplateListView({ store, config, onEdit, onNew }) {
     ] }) }, i)) })
   ] });
 }
+var ROUTE_BASE = "/settings/custom_forms";
+function readBuilderIdFromHash() {
+  const hash = window.location.hash.slice(1) || "/";
+  const m = hash.match(/\/settings\/custom_forms\/templates\/([^/]+)/);
+  if (!m) return null;
+  return m[1] === "new" ? "__new__" : m[1];
+}
 function CustomFormsSettingsTab({ config, provider, store }) {
-  const [builderTemplateId, setBuilderTemplateId] = useState(null);
+  const [builderTemplateId, setBuilderTemplateId] = useState(readBuilderIdFromHash);
   const handleNew = useCallback(() => {
-    setBuilderTemplateId("__new__");
+    window.location.hash = `#${ROUTE_BASE}/templates/new`;
   }, []);
   const handleEdit = useCallback((template) => {
-    setBuilderTemplateId(template.id);
+    window.location.hash = `#${ROUTE_BASE}/templates/${template.id}`;
   }, []);
   const handleBackFromBuilder = useCallback(() => {
-    setBuilderTemplateId(null);
+    window.location.hash = `#${ROUTE_BASE}/forms`;
     store.getState().fetchTemplates();
   }, [store]);
   React2.useEffect(() => {
-    function checkHash() {
-      const hash = window.location.hash.slice(1) || "/";
-      const builderMatch = hash.match(/\/settings\/custom_forms\/templates\/(.+)/);
-      if (builderMatch && builderMatch[1] !== "new") {
-        setBuilderTemplateId(builderMatch[1]);
-      } else if (builderMatch && builderMatch[1] === "new") {
-        setBuilderTemplateId("__new__");
-      }
-    }
-    checkHash();
+    const sync = () => setBuilderTemplateId(readBuilderIdFromHash());
+    window.addEventListener("hashchange", sync);
+    return () => window.removeEventListener("hashchange", sync);
   }, []);
   return builderTemplateId ? /* @__PURE__ */ jsx(
     BuilderWrapper,
@@ -876,7 +917,7 @@ function BuilderWrapper({
   onBack
 }) {
   const FormBuilderLazy = React2.lazy(
-    () => import('./FormBuilder-KDANEL6Z.js').then((m) => ({ default: m.FormBuilder }))
+    () => import('./FormBuilder-7SWZQKFN.js').then((m) => ({ default: m.FormBuilder }))
   );
   return /* @__PURE__ */ jsx(
     React2.Suspense,
@@ -942,7 +983,7 @@ function DocumentList({ personId, provider, store, onView, onFileDrop }) {
     setLoading(true);
     try {
       const result = await provider.getDocuments({ personId });
-      setDocuments(result.data);
+      setDocuments(result.data.filter((d) => d.status !== "archived"));
     } finally {
       setLoading(false);
     }
@@ -955,9 +996,9 @@ function DocumentList({ personId, provider, store, onView, onFileDrop }) {
     const unsub = store.subscribe(() => fetchDocs());
     return unsub;
   }, [store, fetchDocs]);
-  const handleDelete = useCallback(async (doc) => {
-    if (!window.confirm(t("customForms.deleteDocumentConfirm"))) return;
-    await provider.deleteDocument(doc.id);
+  const handleArchive = useCallback(async (doc) => {
+    if (!window.confirm(t("customForms.archiveDocumentConfirm"))) return;
+    await provider.updateDocument(doc.id, { status: "archived" });
     setDocuments((prev) => prev.filter((d) => d.id !== doc.id));
   }, [provider, t]);
   const handleDragEnter = useCallback((e) => {
@@ -1055,10 +1096,11 @@ function DocumentList({ personId, provider, store, onView, onFileDrop }) {
                       {
                         onClick: (e) => {
                           e.stopPropagation();
-                          handleDelete(doc);
+                          handleArchive(doc);
                         },
-                        className: "p-1.5 rounded-md hover:bg-destructive/10",
-                        children: /* @__PURE__ */ jsx(Trash2, { className: "h-3.5 w-3.5 text-destructive" })
+                        className: "p-1.5 rounded-md hover:bg-muted",
+                        title: t("customForms.archive"),
+                        children: /* @__PURE__ */ jsx(Archive, { className: "h-3.5 w-3.5 text-muted-foreground" })
                       }
                     )
                   ] })
@@ -1081,23 +1123,34 @@ function DocumentFormDialog({
   existingDocument,
   personId,
   personName,
+  person,
   provider,
   store,
   onSaved,
   onBack
 }) {
   const t = useTranslation();
+  const guardDocuments = useLimitGuard("documents_month");
   const [template, setTemplate] = useState(initialTemplate);
-  const [data, setData] = useState(existingDocument?.data ?? {});
+  const [data, setData] = useState(
+    () => existingDocument ? existingDocument.data : prefillFromPerson(initialTemplate?.schema, person)
+  );
   const [saving, setSaving] = useState(false);
   useEffect(() => {
     if (existingDocument && !template) {
       provider.getTemplateById(existingDocument.templateId).then(setTemplate);
     }
   }, [existingDocument, template, provider]);
+  const prefilled = React2.useRef(!!initialTemplate || !!existingDocument);
+  useEffect(() => {
+    if (prefilled.current || !template || existingDocument) return;
+    prefilled.current = true;
+    setData((prev) => prefillFromPerson(template.schema, person, prev));
+  }, [template, existingDocument, person]);
   const handleSave = useCallback(
     async (status) => {
       if (!template) return;
+      if (!existingDocument && await guardDocuments() === "blocked") return;
       setSaving(true);
       try {
         const autoTitle = generateTitle(template.name, personName);
@@ -1111,18 +1164,21 @@ function DocumentFormDialog({
             data,
             status
           });
+          invalidateLimit("documents_month");
         }
         onSaved();
       } finally {
         setSaving(false);
       }
     },
-    [template, existingDocument, data, personId, personName, store, onSaved]
+    [template, existingDocument, data, personId, personName, store, onSaved, guardDocuments]
   );
   const snapshot = React2.useRef(null);
   useEffect(() => {
-    if (template && snapshot.current === null) snapshot.current = JSON.stringify(data);
-  }, [template]);
+    if (template && snapshot.current === null) {
+      snapshot.current = JSON.stringify(existingDocument?.data ?? {});
+    }
+  }, [template, existingDocument]);
   const dirty = snapshot.current !== null && JSON.stringify(data) !== snapshot.current;
   useSaveBar({
     dirty,
@@ -1164,11 +1220,7 @@ function DocumentFormDialog({
         data,
         onChange: setData
       }
-    ) }),
-    /* @__PURE__ */ jsx("div", { className: "flex justify-end gap-2", children: /* @__PURE__ */ jsxs(Button, { variant: "outline", size: "sm", onClick: () => handleSave("draft"), disabled: saving, children: [
-      saving ? /* @__PURE__ */ jsx(Loader2, { className: "h-3.5 w-3.5 mr-1.5 animate-spin" }) : /* @__PURE__ */ jsx(Save, { className: "h-3.5 w-3.5 mr-1.5" }),
-      t("customForms.saveAsDraft")
-    ] }) })
+    ) })
   ] });
 }
 var STATUS_COLORS2 = {
@@ -1205,6 +1257,19 @@ function FormViewer({ document: doc, provider, onBack, onEdit }) {
         /* @__PURE__ */ jsx("p", { className: "text-xs text-muted-foreground", children: new Date(doc.createdAt).toLocaleDateString() })
       ] }),
       /* @__PURE__ */ jsx(Badge, { variant: "secondary", className: `text-[10px] ${STATUS_COLORS2[doc.status] ?? ""}`, children: t(`customForms.status.${doc.status}`) }),
+      /* @__PURE__ */ jsxs(
+        Button,
+        {
+          variant: "outline",
+          size: "sm",
+          className: "h-8",
+          onClick: () => printDocument(template, doc),
+          children: [
+            /* @__PURE__ */ jsx(Printer, { className: "h-3 w-3 mr-1" }),
+            t("customForms.printPdf")
+          ]
+        }
+      ),
       onEdit && doc.status === "draft" && /* @__PURE__ */ jsxs(Button, { variant: "outline", size: "sm", className: "h-8", onClick: () => onEdit(doc), children: [
         /* @__PURE__ */ jsx(Pencil, { className: "h-3 w-3 mr-1" }),
         t("common.edit")
@@ -1288,6 +1353,7 @@ function AddDocumentDropdown({ personId, onSelect }) {
 }
 function PersonDocumentsWidget({ item, config, provider, store }) {
   const t = useTranslation();
+  const guardDocuments = useLimitGuard("documents_month");
   const [view, setView] = useState({ type: "list" });
   const fileInputRef = useRef(null);
   const [pendingFileAccept, setPendingFileAccept] = useState("*/*");
@@ -1312,6 +1378,7 @@ function PersonDocumentsWidget({ item, config, provider, store }) {
     }
   }, [provider]);
   const handleFiles = useCallback(async (files) => {
+    if (await guardDocuments(files.length) === "blocked") return;
     for (const file of files) {
       const isImage = file.type.startsWith("image/");
       await store.getState().createDocument({
@@ -1324,7 +1391,8 @@ function PersonDocumentsWidget({ item, config, provider, store }) {
         status: "completed"
       });
     }
-  }, [store, item.id]);
+    invalidateLimit("documents_month");
+  }, [store, item.id, guardDocuments]);
   const handleFileInputChange = useCallback((e) => {
     const files = Array.from(e.target.files ?? []);
     if (files.length > 0) handleFiles(files);
@@ -1349,6 +1417,7 @@ function PersonDocumentsWidget({ item, config, provider, store }) {
         template: view.template,
         personId: item.id,
         personName: item.name,
+        person: item,
         provider,
         store,
         onSaved: handleSaved,
@@ -1380,6 +1449,7 @@ function PersonDocumentsWidget({ item, config, provider, store }) {
         existingDocument: view.document,
         personId: item.id,
         personName: item.name,
+        person: item,
         provider,
         store,
         onSaved: handleSaved,
@@ -1520,6 +1590,9 @@ function createCustomFormsPlugin(options) {
   const SettingsComponent = () => React2.createElement(PluginSettingsPanel, {
     title: config.labels.settingsLabel,
     subtitle: config.labels.settingsSubtitle,
+    // The settings shell already renders the section label as the page H1;
+    // hide the panel's own duplicate title (keeps the subtitle).
+    hideTitle: true,
     customTabs: [
       {
         id: "forms",
@@ -1547,6 +1620,10 @@ function createCustomFormsPlugin(options) {
     declaredFeatures: [
       { id: "custom_forms", label: config.labels.pageTitle, group: config.labels.pageTitle }
     ],
+    declaredLimits: [
+      { key: "form_templates", label: "Form templates", table: "plg_forms_templates" },
+      { key: "documents_month", label: "Documents / month", table: "documents", period: "month" }
+    ],
     navigation: [],
     routes: [],
     settings: [
@@ -1611,6 +1688,17 @@ function createCustomFormsPlugin(options) {
           { label: "Show this client's documents" }
         ],
         permission: { feature: "custom_forms", action: "read" }
+      },
+      // Server-plane write: builds/edits a form template via the pool RPC, so
+      // the assistant can montar formulários from any page or channel.
+      createOrUpdateFormTool
+    ],
+    declaredRpcs: [
+      {
+        name: "agent_forms_upsert_template",
+        kind: "write",
+        description: "Guarded form-template upsert: agent_guard (role\u2192plan\u2192form_templates cap), grid layout computed server-side, create or edit by id, audited.",
+        audits: true
       }
     ],
     locales: customFormsLocales