Commit Graph
2 Commits
Author SHA1 Message Date
Joel Brock 2400931a04 File upload pipeline: wire end-to-end via APIv4 File.create
Closes the file-upload gap. Files now actually land in CiviCRM (verified
empirically against the live Civi instance via spike scripts).

Spike findings (see scripts/spike-file-upload.mjs):
  - APIv4 Attachment is NOT exposed on this Civi
  - APIv4 File + EntityFile ARE exposed; File.create accepts inline
    base64 `content` and returns a usable file id
  - Custom file fields store the file id directly in the custom column,
    so EntityFile linkage is unnecessary for this use case
  - Round-trip via Contact.update + Contact.get .file_name join verified
    on a real org contact

Pipeline:

  Renderer (FileField) picks up onChange  →
    POST /api/upload (multipart) with file + cid + cs + fieldRef  →
      verifyChecksum, MIME allowlist + magic-byte sniff, 5 MB cap  →
        civi.File.create({ file_name, mime_type, content: base64 })  →
          returns { id, file_name }  →
            renderer stores in RHF state via setValue
  Form submit  →
    POST /api/submit (JSON) with the {id, file_name} value  →
      submit detects the file shape and writes the id as the value of
      the activity/contact custom field

File changes:

  app/api/upload/route.ts
    Replaced the 501 stub with the real File.create call. Comment
    documents that EntityFile linkage is intentionally skipped and that
    orphan cleanup is owned by a CiviCRM scheduled job.

  app/api/submit/route.ts
    For type:"file" values shaped as {id, file_name}, write the id as
    the custom field value (activity or contact, depending on the
    civiField / civiContactField the field declares).

  components/fields/FieldRenderer.tsx
    Replaced the bare <input type=file> register() with FileField, an
    upload-on-pick subcomponent. The native input is NOT register()'d:
    its FileList value was the original bug. FileField owns its
    uploading + error state and writes {id, file_name} via setValue on
    success. Submit is blocked upstream while uploads are in flight.

  components/StageSection.tsx, components/EngagementForm.tsx
    Thread setValue, cid, cs, and an onUploadStateChange callback
    through to FieldRenderer. EngagementForm tracks uploads-in-flight
    count; onSubmit refuses to submit while the count is > 0.

  config/form.ts
    Promotes Certificate_of_Incorporation from readonly to a real
    file field now that the pipeline works.

  app/api/data/route.ts
    Drops the readonly carveout that was only needed while the
    certificate was readonly.

  scripts/list-civi-entities.mjs (new)
    APIv4 entity probe + APIv3 attachment-API probe. Used to determine
    that File (not Attachment) was the right entity on this Civi.

  scripts/spike-file-upload.mjs (new)
    The actual end-to-end test that proved out the pipeline before
    wiring. Safe to re-run on any Civi instance during future audits.

Not in this change:
  - Orphan attachment cleanup (CiviCRM scheduled job, Civi admin scope)
  - Per-field MIME allowlists (single global list for v1)
  - S3 / presigned-URL path for >5 MB files (deferred; capped at 5 MB
    today to stay under Amplify Lambda's 6 MB sync payload limit)
2026-06-05 07:48:57 -07:00
Joel Brock 8159b87074 File upload pipeline: spike + endpoint skeleton (Phase 1, in progress)
Lays groundwork for closing the file-upload gap discovered while wiring
the org-contact custom fields. Currently no file fields in the form
actually persist to CiviCRM -- the renderer FileList drops at the
onSubmit JSON.stringify, and there is no /api/upload route or
Attachment.create call anywhere.

This commit adds:

1. scripts/spike-attachment-upload.mjs

   One-off spike to answer the open question that gates the rest of the
   work: does APIv4 Attachment.create accept an unbound upload, or must
   we attach to an entity at create time? If unbound works we can use
   the planned two-step pattern (upload returns a file id; submit
   references it). If not, activity-bound file fields need a different
   flow because the activity does not exist yet at upload time.

   The spike also exercises the Contact.update + .file_name read-back
   path against the Certificate_of_Incorporation field on a real org
   contact, then cleans up after itself.

   Usage:
     node --env-file=.env.local scripts/spike-attachment-upload.mjs \
       --org-id=<id> [--keep]

2. app/api/upload/route.ts

   Structural pieces that do not depend on the spike outcome:
     - multipart parsing via Request.formData()
     - 5 MB hard cap (under Amplify Lambda 6 MB sync payload limit)
     - MIME allowlist (PDF, DOC/DOCX, XLS/XLSX, JPEG/PNG/GIF/WEBP)
     - magic-byte sniff to cross-check the client-reported MIME
     - filename sanitization (path traversal scrub, length cap)
     - checksum verification, rate limiting, field-ref allowlist
     - STUB-mode short-circuit for local dev without live Civi
     - explicit 501 where the Civi Attachment.create wiring goes,
       with a comment pointing at the spike that resolves it

   Result: endpoint compiles, registers as a Next route, returns 501
   with a clear message; build passes; nothing wired into the frontend
   yet so the existing form is unaffected.

Phase 2 (renderer upload-on-pick), Phase 3 (submit reshape), Phase 4
(promote Certificate_of_Incorporation to editable) follow once the
spike output picks the Attachment.create variant.
2026-06-05 07:11:18 -07:00