feat: seed default layout fields when creating account via wizard

New accounts created through the setup wizard previously had no
layout_fields rows, so PDFs rendered only the MICR line. Now
seedDefaultLayoutFields() is called after INSERT to populate a
standard check layout (company block, payee, amount box, memo,
signature line, MICR-compatible positions) so the PDF is usable
without a .mdb import.
This commit is contained in:
2026-03-31 16:20:02 -06:00
parent 416b553be1
commit 368e41037f
+60
View File
@@ -191,6 +191,64 @@ app.delete('/api/account/:id', requireAdmin, (req, res) => {
res.status(204).end();
});
// Default layout fields for manually-created accounts (no .mdb import).
// Coordinates are in inches from the top-left of each check slot (8.5" × 3.5").
// Field names for type 'Regular' must match the keys in pdfService.resolveFieldValue.
function seedDefaultLayoutFields(accountId) {
const fields = [
// Company block — top left
{ field_name: 'Company Name', field_type: 'Regular', x_pos: 0.50, y_pos: 0.12, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica-Bold', font_size: 10, font_bold: 1, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Company Name2', field_type: 'Regular', x_pos: 0.50, y_pos: 0.30, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Company Name3', field_type: 'Regular', x_pos: 0.50, y_pos: 0.44, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Company Name4', field_type: 'Regular', x_pos: 0.50, y_pos: 0.58, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Check number — top right
{ field_name: 'Check Number', field_type: 'Regular', x_pos: 7.20, y_pos: 0.12, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica-Bold', font_size: 10, font_bold: 1, field_text: null, line_thick: 1, visible: 1 },
// Date — upper right
{ field_name: 'Date Label', field_type: 'Text', x_pos: 5.80, y_pos: 0.40, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 8, font_bold: 0, field_text: 'DATE', line_thick: 1, visible: 1 },
{ field_name: 'Date', field_type: 'Regular', x_pos: 6.30, y_pos: 0.40, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Pay to the order of
{ field_name: 'Pay To Label', field_type: 'Text', x_pos: 0.30, y_pos: 0.82, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 7, font_bold: 0, field_text: 'PAY TO THE ORDER OF', line_thick: 1, visible: 1 },
{ field_name: 'Payee Name', field_type: 'Regular', x_pos: 2.15, y_pos: 0.80, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Amount box
{ field_name: 'Dollar Sign', field_type: 'Text', x_pos: 6.80, y_pos: 0.80, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: '$', line_thick: 1, visible: 1 },
{ field_name: 'Amount', field_type: 'Regular', x_pos: 6.95, y_pos: 0.80, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica-Bold', font_size: 10, font_bold: 1, field_text: null, line_thick: 1, visible: 1 },
// Written amount
{ field_name: 'Text Amount', field_type: 'Regular', x_pos: 0.30, y_pos: 1.28, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Dollars Label', field_type: 'Text', x_pos: 6.30, y_pos: 1.28, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 8, font_bold: 0, field_text: 'DOLLARS', line_thick: 1, visible: 1 },
// Bank info block
{ field_name: 'Bank Information', field_type: 'Regular', x_pos: 0.30, y_pos: 1.82, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 8, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Bank Transit Code', field_type: 'Regular', x_pos: 0.30, y_pos: 2.38, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 7, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Payee address — center window area (for windowed envelopes)
{ field_name: 'Payee Address', field_type: 'Regular', x_pos: 3.50, y_pos: 1.82, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Memo
{ field_name: 'Memo Label', field_type: 'Text', x_pos: 0.30, y_pos: 2.82, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 7, font_bold: 0, field_text: 'MEMO', line_thick: 1, visible: 1 },
{ field_name: 'Memo', field_type: 'Regular', x_pos: 0.72, y_pos: 2.82, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 9, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
// Auth signature label
{ field_name: 'Auth Signature Label', field_type: 'Text', x_pos: 5.00, y_pos: 3.14, x_end_pos: 0, y_end_pos: 0, font_name: 'Helvetica', font_size: 6, font_bold: 0, field_text: 'AUTHORIZED SIGNATURE', line_thick: 1, visible: 1 },
// Lines
{ field_name: 'Payee Line', field_type: 'Line', x_pos: 2.10, y_pos: 1.00, x_end_pos: 6.70, y_end_pos: 1.00, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Amount Box Top', field_type: 'Line', x_pos: 6.75, y_pos: 0.70, x_end_pos: 8.30, y_end_pos: 0.70, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Amount Box Left', field_type: 'Line', x_pos: 6.75, y_pos: 0.70, x_end_pos: 6.75, y_end_pos: 1.05, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Amount Box Bottom',field_type: 'Line', x_pos: 6.75, y_pos: 1.05, x_end_pos: 8.30, y_end_pos: 1.05, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Text Amount Line', field_type: 'Line', x_pos: 0.30, y_pos: 1.48, x_end_pos: 6.30, y_end_pos: 1.48, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Memo Line', field_type: 'Line', x_pos: 0.68, y_pos: 3.00, x_end_pos: 4.00, y_end_pos: 3.00, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
{ field_name: 'Signature Line', field_type: 'Line', x_pos: 5.00, y_pos: 3.10, x_end_pos: 8.20, y_end_pos: 3.10, font_name: 'Helvetica', font_size: 10, font_bold: 0, field_text: null, line_thick: 1, visible: 1 },
];
const stmt = db.prepare(`
INSERT OR IGNORE INTO layout_fields
(account_id, field_name, field_text, font_name, font_size, font_bold,
field_type, line_thick, x_pos, y_pos, x_end_pos, y_end_pos, visible)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
`);
db.transaction(() => {
for (const f of fields) {
stmt.run(accountId, f.field_name, f.field_text, f.font_name, f.font_size, f.font_bold,
f.field_type, f.line_thick, f.x_pos, f.y_pos, f.x_end_pos, f.y_end_pos, f.visible);
}
})();
}
// POST /api/account/setup (admin only — creates a new checking account)
app.post('/api/account/setup', requireAdmin, (req, res) => {
const {
@@ -233,6 +291,8 @@ app.post('/api/account/setup', requireAdmin, (req, res) => {
logo_data: logo_data || null,
});
seedDefaultLayoutFields(result.lastInsertRowid);
res.status(201).json({ success: true, accountId: result.lastInsertRowid });
});