Add corporate record suggestions on Officer step, search all states
- OfficerStep searches entity_cache for matching corporations when loaded - Shows clickable suggestions with RA name and address to auto-fill Officer 1 - Pre-fills contact_name/email/phone from entity data (helps data-only filers) - Corp search endpoint: state param now optional (searches all states) - Corp search returns registered_agent and principal_address fields Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
justin
parent
ab7a2d7dc0
commit
159a576157
2 changed files with 103 additions and 18 deletions
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@ -246,24 +246,35 @@ router.get("/api/v1/corp/search", async (req: Request, res: Response) => {
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res.status(400).json({ error: "q parameter required (min 2 chars)" });
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return;
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}
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if (!state || state.length !== 2) {
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res.status(400).json({ error: "state parameter required (2-letter code)" });
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return;
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}
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const limit = Math.min(Number(req.query.limit) || 10, 20);
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try {
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const { rows } = await pool.query(
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`SELECT entity_name, entity_number, entity_type, status, formation_date,
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similarity(entity_name, $2) AS sim
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FROM entity_cache
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WHERE state = $1 AND entity_name % $2
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ORDER BY sim DESC
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LIMIT 10`,
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[state, q],
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);
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// State is optional — if omitted, search all states
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const { rows } = state
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? await pool.query(
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`SELECT entity_name, entity_number, entity_type, status, formation_date,
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registered_agent, principal_address, state,
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similarity(entity_name, $2) AS sim
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FROM entity_cache
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WHERE state = $1 AND entity_name % $2
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ORDER BY sim DESC
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LIMIT $3`,
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[state, q, limit],
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)
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: await pool.query(
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`SELECT entity_name, entity_number, entity_type, status, formation_date,
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registered_agent, principal_address, state,
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similarity(entity_name, $2) AS sim
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FROM entity_cache
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WHERE entity_name % $1
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ORDER BY sim DESC
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LIMIT $2`,
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[q, limit],
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);
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res.json({
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state,
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state: state || "all",
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query: q,
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count: rows.length,
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results: rows.map((r: any) => ({
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@ -274,11 +285,14 @@ router.get("/api/v1/corp/search", async (req: Request, res: Response) => {
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formation_date: r.formation_date
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? new Date(r.formation_date).toISOString().slice(0, 10)
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: null,
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registered_agent: r.registered_agent || null,
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principal_address: r.principal_address || null,
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state: r.state || null,
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})),
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});
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} catch (err: any) {
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if (err?.code === "42P01") {
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res.json({ state, query: q, count: 0, results: [], note: "Entity database not yet populated for this state." });
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res.json({ state: state || "all", query: q, count: 0, results: [], note: "Entity database not yet populated for this state." });
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} else {
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console.error("[corp/search] Error:", err);
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res.status(500).json({ error: "Search failed" });
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@ -15,6 +15,12 @@
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a sole proprietor gives 1; a corporation gives 3.
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</p>
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<!-- Suggested officers from corporate records -->
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<div id="pw-officer-suggestions" class="pw-suggestions" hidden>
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<p class="pw-suggest-label">We found corporate records that may match. Select to auto-fill:</p>
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<div id="pw-officer-suggest-list"></div>
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</div>
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<label class="pw-field">How many officers will you list?</label>
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<select id="pw-officer-count" class="pw-input">
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<option value="1">1 — sole proprietor / single officer</option>
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@ -83,6 +89,12 @@
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.pw-fieldset legend { font-weight: 600; color: #1a2744; padding: 0 0.5rem; }
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.pw-row { display: flex; gap: 0.75rem; flex-wrap: wrap; }
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.pw-row > * { flex: 1 1 140px; }
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.pw-suggestions { background: #eff6ff; border: 1px solid #bfdbfe; border-radius: 8px; padding: 0.75rem; margin-bottom: 1rem; }
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.pw-suggest-label { font-size: 0.82rem; color: #1e40af; font-weight: 600; margin: 0 0 0.5rem; }
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.pw-suggest-btn { display: block; width: 100%; text-align: left; padding: 0.5rem 0.75rem; margin: 0.25rem 0; border: 1px solid #dbeafe; background: #fff; border-radius: 6px; cursor: pointer; font-size: 0.85rem; color: #1f2937; transition: all 0.1s; }
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.pw-suggest-btn:hover { border-color: #3b82f6; background: #f0f4ff; }
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.pw-suggest-btn .sg-name { font-weight: 600; }
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.pw-suggest-btn .sg-detail { font-size: 0.78rem; color: #6b7280; }
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.pw-err { color: #b91c1c; margin-top: 0.75rem; font-size: 0.9rem; }
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</style>
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@ -113,6 +125,60 @@
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};
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}
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// Fetch matching corporate records for officer suggestions
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async function loadOfficerSuggestions(entityName: string) {
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if (!entityName) return;
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const API = (window as any).__PW_API || "";
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const suggestDiv = g<HTMLElement>("pw-officer-suggestions");
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const listDiv = g<HTMLElement>("pw-officer-suggest-list");
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try {
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// Search entity_cache for matching corporations across all states
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const resp = await fetch(`${API}/api/v1/corp/search?q=${encodeURIComponent(entityName)}&limit=5`);
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if (!resp.ok) return;
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const data = await resp.json();
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const results = data.results || [];
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if (results.length === 0) return;
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listDiv.innerHTML = "";
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for (const r of results) {
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const btn = document.createElement("button");
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btn.type = "button";
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btn.className = "pw-suggest-btn";
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const ra = r.registered_agent || "";
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const addr = r.principal_address || "";
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btn.innerHTML = `
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<span class="sg-name">${r.entity_name}</span>
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<span class="sg-detail">${r.state || ""} · ${r.entity_type || ""} · ${r.status || ""}</span>
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${ra ? `<span class="sg-detail">RA: ${ra}</span>` : ""}
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${addr ? `<span class="sg-detail">${addr}</span>` : ""}
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`;
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btn.addEventListener("click", () => {
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// Auto-fill Officer 1 from this record
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const f = officerFields(1);
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if (ra && !f.n.value.trim()) {
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f.n.value = ra;
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}
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// Parse address if available
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if (addr) {
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const parts = addr.split(",").map((s: string) => s.trim());
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if (parts.length >= 1 && !f.street.value.trim()) f.street.value = parts[0];
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if (parts.length >= 2 && !f.city.value.trim()) f.city.value = parts[parts.length - 2] || parts[1];
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if (parts.length >= 3) {
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const stateZip = parts[parts.length - 1].trim().split(/\s+/);
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if (stateZip[0] && !f.state.value.trim()) f.state.value = stateZip[0];
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if (stateZip[1] && !f.zip.value.trim()) f.zip.value = stateZip[1];
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}
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}
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suggestDiv.hidden = true;
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});
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listDiv.appendChild(btn);
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}
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suggestDiv.hidden = false;
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} catch {}
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}
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window.addEventListener("pw:step-shown", (evt: any) => {
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if (evt.detail.step !== "officer") return;
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const s = (window as any).PWIntake.get();
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@ -125,15 +191,20 @@
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for (let i = 1; i <= 3; i++) {
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const f = officerFields(i);
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const oc = o[i - 1] || {};
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f.n.value = oc.name || (i === 1 ? (s.entity?.ceo_name || "") : "");
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f.n.value = oc.name || (i === 1 ? (s.entity?.ceo_name || s.entity?.contact_name || "") : "");
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f.t.value = oc.title || (i === 1 ? (s.entity?.ceo_title || "Chief Executive Officer") : "");
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if (f.e) f.e.value = oc.email || "";
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if (f.p) f.p.value = oc.phone || "";
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if (f.e) f.e.value = oc.email || (i === 1 ? (s.entity?.contact_email || "") : "");
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if (f.p) f.p.value = oc.phone || (i === 1 ? (s.entity?.contact_phone || "") : "");
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f.street.value = oc.street || (i === 1 ? (s.entity?.address_street || "") : "");
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f.city.value = oc.city || (i === 1 ? (s.entity?.address_city || "") : "");
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f.state.value = oc.state || (i === 1 ? (s.entity?.address_state || "") : "");
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f.zip.value = oc.zip || (i === 1 ? (s.entity?.address_zip || "") : "");
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}
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// Load corporate record suggestions if officer 1 name is empty
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if (!o[0]?.name && s.entity?.legal_name) {
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loadOfficerSuggestions(s.entity.legal_name);
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}
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});
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window.addEventListener("pw:step-next", (evt: any) => {
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