feat: document templates with auto-fill from case data (P1)
- Database: kanzlai.document_templates table with RLS policies
- Seed: 4 system templates (Klageerwiderung UPC, Berufungsschrift,
Mandatsbestätigung, Kostenrechnung)
- Backend: TemplateService (CRUD + render), TemplateHandler with
endpoints: GET/POST /api/templates, GET/PUT/DELETE /api/templates/{id},
POST /api/templates/{id}/render?case_id=X
- Template variables: case.*, party.*, tenant.*, user.*, date.*, deadline.*
- Frontend: /vorlagen page with category filters, template detail/editor,
render flow (select case -> preview -> copy/download), variable toolbar
- Quick action: "Schriftsatz erstellen" button on case detail page
- Also: resolved merge conflicts between audit-trail and role-based branches,
added missing Notification/AuditLog types to frontend
This commit is contained in:
m
330
backend/internal/services/template_service.go
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330
backend/internal/services/template_service.go
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@@ -0,0 +1,330 @@
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package services
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import (
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"context"
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"database/sql"
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"encoding/json"
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"fmt"
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"strings"
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"time"
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"github.com/google/uuid"
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"github.com/jmoiron/sqlx"
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"mgit.msbls.de/m/KanzlAI-mGMT/internal/models"
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)
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type TemplateService struct {
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db *sqlx.DB
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audit *AuditService
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}
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func NewTemplateService(db *sqlx.DB, audit *AuditService) *TemplateService {
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return &TemplateService{db: db, audit: audit}
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}
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type TemplateFilter struct {
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Category string
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Search string
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Limit int
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Offset int
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}
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type CreateTemplateInput struct {
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Name string `json:"name"`
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Description *string `json:"description,omitempty"`
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Category string `json:"category"`
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Content string `json:"content"`
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Variables []byte `json:"variables,omitempty"`
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}
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type UpdateTemplateInput struct {
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Name *string `json:"name,omitempty"`
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Description *string `json:"description,omitempty"`
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Category *string `json:"category,omitempty"`
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Content *string `json:"content,omitempty"`
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Variables []byte `json:"variables,omitempty"`
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}
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var validCategories = map[string]bool{
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"schriftsatz": true,
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"vertrag": true,
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"korrespondenz": true,
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"intern": true,
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}
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func (s *TemplateService) List(ctx context.Context, tenantID uuid.UUID, filter TemplateFilter) ([]models.DocumentTemplate, int, error) {
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if filter.Limit <= 0 {
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filter.Limit = 50
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}
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if filter.Limit > 100 {
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filter.Limit = 100
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}
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// Show system templates + tenant's own templates
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where := "WHERE (tenant_id = $1 OR is_system = true)"
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args := []any{tenantID}
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argIdx := 2
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if filter.Category != "" {
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where += fmt.Sprintf(" AND category = $%d", argIdx)
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args = append(args, filter.Category)
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argIdx++
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}
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if filter.Search != "" {
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where += fmt.Sprintf(" AND (name ILIKE $%d OR description ILIKE $%d)", argIdx, argIdx)
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args = append(args, "%"+filter.Search+"%")
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argIdx++
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}
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var total int
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countQ := "SELECT COUNT(*) FROM document_templates " + where
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if err := s.db.GetContext(ctx, &total, countQ, args...); err != nil {
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return nil, 0, fmt.Errorf("counting templates: %w", err)
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}
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query := "SELECT * FROM document_templates " + where + " ORDER BY is_system DESC, name ASC"
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query += fmt.Sprintf(" LIMIT $%d OFFSET $%d", argIdx, argIdx+1)
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args = append(args, filter.Limit, filter.Offset)
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var templates []models.DocumentTemplate
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if err := s.db.SelectContext(ctx, &templates, query, args...); err != nil {
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return nil, 0, fmt.Errorf("listing templates: %w", err)
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}
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return templates, total, nil
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}
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func (s *TemplateService) GetByID(ctx context.Context, tenantID, templateID uuid.UUID) (*models.DocumentTemplate, error) {
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var t models.DocumentTemplate
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err := s.db.GetContext(ctx, &t,
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"SELECT * FROM document_templates WHERE id = $1 AND (tenant_id = $2 OR is_system = true)",
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templateID, tenantID)
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if err == sql.ErrNoRows {
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return nil, nil
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}
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if err != nil {
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return nil, fmt.Errorf("getting template: %w", err)
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}
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return &t, nil
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}
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func (s *TemplateService) Create(ctx context.Context, tenantID uuid.UUID, input CreateTemplateInput) (*models.DocumentTemplate, error) {
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if input.Name == "" {
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return nil, fmt.Errorf("name is required")
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}
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if !validCategories[input.Category] {
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return nil, fmt.Errorf("invalid category: %s", input.Category)
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}
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variables := input.Variables
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if variables == nil {
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variables = []byte("[]")
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}
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var t models.DocumentTemplate
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err := s.db.GetContext(ctx, &t,
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`INSERT INTO document_templates (tenant_id, name, description, category, content, variables, is_system)
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VALUES ($1, $2, $3, $4, $5, $6, false)
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RETURNING *`,
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tenantID, input.Name, input.Description, input.Category, input.Content, variables)
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if err != nil {
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return nil, fmt.Errorf("creating template: %w", err)
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}
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s.audit.Log(ctx, "create", "document_template", &t.ID, nil, t)
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return &t, nil
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}
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func (s *TemplateService) Update(ctx context.Context, tenantID, templateID uuid.UUID, input UpdateTemplateInput) (*models.DocumentTemplate, error) {
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// Don't allow editing system templates
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existing, err := s.GetByID(ctx, tenantID, templateID)
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if err != nil {
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return nil, err
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}
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if existing == nil {
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return nil, nil
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}
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if existing.IsSystem {
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return nil, fmt.Errorf("system templates cannot be edited")
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}
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if existing.TenantID == nil || *existing.TenantID != tenantID {
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return nil, fmt.Errorf("template does not belong to tenant")
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}
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sets := []string{}
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args := []any{}
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argIdx := 1
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if input.Name != nil {
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sets = append(sets, fmt.Sprintf("name = $%d", argIdx))
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args = append(args, *input.Name)
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argIdx++
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}
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if input.Description != nil {
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sets = append(sets, fmt.Sprintf("description = $%d", argIdx))
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args = append(args, *input.Description)
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argIdx++
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}
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if input.Category != nil {
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if !validCategories[*input.Category] {
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return nil, fmt.Errorf("invalid category: %s", *input.Category)
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}
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sets = append(sets, fmt.Sprintf("category = $%d", argIdx))
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args = append(args, *input.Category)
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argIdx++
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}
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if input.Content != nil {
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sets = append(sets, fmt.Sprintf("content = $%d", argIdx))
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args = append(args, *input.Content)
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argIdx++
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}
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if input.Variables != nil {
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sets = append(sets, fmt.Sprintf("variables = $%d", argIdx))
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args = append(args, input.Variables)
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argIdx++
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}
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if len(sets) == 0 {
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return existing, nil
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}
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sets = append(sets, "updated_at = now()")
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query := fmt.Sprintf("UPDATE document_templates SET %s WHERE id = $%d AND tenant_id = $%d RETURNING *",
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strings.Join(sets, ", "), argIdx, argIdx+1)
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args = append(args, templateID, tenantID)
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var t models.DocumentTemplate
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if err := s.db.GetContext(ctx, &t, query, args...); err != nil {
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return nil, fmt.Errorf("updating template: %w", err)
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}
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s.audit.Log(ctx, "update", "document_template", &t.ID, existing, t)
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return &t, nil
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}
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func (s *TemplateService) Delete(ctx context.Context, tenantID, templateID uuid.UUID) error {
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// Don't allow deleting system templates
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existing, err := s.GetByID(ctx, tenantID, templateID)
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if err != nil {
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return err
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}
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if existing == nil {
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return fmt.Errorf("template not found")
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}
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if existing.IsSystem {
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return fmt.Errorf("system templates cannot be deleted")
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}
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if existing.TenantID == nil || *existing.TenantID != tenantID {
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return fmt.Errorf("template does not belong to tenant")
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}
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_, err = s.db.ExecContext(ctx, "DELETE FROM document_templates WHERE id = $1 AND tenant_id = $2", templateID, tenantID)
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if err != nil {
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return fmt.Errorf("deleting template: %w", err)
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}
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s.audit.Log(ctx, "delete", "document_template", &templateID, existing, nil)
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return nil
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}
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// RenderData holds all the data available for template variable replacement.
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type RenderData struct {
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Case *models.Case
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Parties []models.Party
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Tenant *models.Tenant
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Deadline *models.Deadline
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UserName string
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UserEmail string
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}
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// Render replaces {{placeholders}} in the template content with actual data.
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func (s *TemplateService) Render(template *models.DocumentTemplate, data RenderData) string {
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content := template.Content
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now := time.Now()
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replacements := map[string]string{
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"{{date.today}}": now.Format("02.01.2006"),
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"{{date.today_long}}": formatGermanDate(now),
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}
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// Case data
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if data.Case != nil {
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replacements["{{case.number}}"] = data.Case.CaseNumber
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replacements["{{case.title}}"] = data.Case.Title
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if data.Case.Court != nil {
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replacements["{{case.court}}"] = *data.Case.Court
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}
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if data.Case.CourtRef != nil {
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replacements["{{case.court_ref}}"] = *data.Case.CourtRef
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}
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}
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// Party data
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for _, p := range data.Parties {
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role := ""
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if p.Role != nil {
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role = *p.Role
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}
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switch role {
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case "claimant", "plaintiff", "klaeger":
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replacements["{{party.claimant.name}}"] = p.Name
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if p.Representative != nil {
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replacements["{{party.claimant.representative}}"] = *p.Representative
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}
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case "defendant", "beklagter":
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replacements["{{party.defendant.name}}"] = p.Name
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if p.Representative != nil {
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replacements["{{party.defendant.representative}}"] = *p.Representative
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}
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}
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}
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// Tenant data
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if data.Tenant != nil {
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replacements["{{tenant.name}}"] = data.Tenant.Name
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// Extract address from settings if available
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replacements["{{tenant.address}}"] = extractSettingsField(data.Tenant.Settings, "address")
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}
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// User data
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replacements["{{user.name}}"] = data.UserName
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replacements["{{user.email}}"] = data.UserEmail
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// Deadline data
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if data.Deadline != nil {
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replacements["{{deadline.title}}"] = data.Deadline.Title
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replacements["{{deadline.due_date}}"] = data.Deadline.DueDate
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}
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for placeholder, value := range replacements {
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content = strings.ReplaceAll(content, placeholder, value)
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}
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return content
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}
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func formatGermanDate(t time.Time) string {
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months := []string{
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"Januar", "Februar", "März", "April", "Mai", "Juni",
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"Juli", "August", "September", "Oktober", "November", "Dezember",
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}
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return fmt.Sprintf("%d. %s %d", t.Day(), months[t.Month()-1], t.Year())
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}
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func extractSettingsField(settings []byte, field string) string {
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if len(settings) == 0 {
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return ""
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}
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var m map[string]any
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if err := json.Unmarshal(settings, &m); err != nil {
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return ""
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}
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if v, ok := m[field]; ok {
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if s, ok := v.(string); ok {
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return s
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}
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}
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return ""
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}
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