Plaid live-read renewals get the full snapshot

The Plaid renewal live-read path now seeds the prior-contract snapshot — Previous Price, Existing Product tags, and prior usage — so renewal quotes stop pricing as fresh catalog items.

1. Why this exists

This is the follow-up to #6122, which added a live Salesforce read so a Plaid renewal create wouldn't fall through to a blank quote when the auto-seed listener hadn't fired yet. That PR fixed the empty-quote bug but only seeded products: it deliberately skipped the prior-contract snapshot and the prior-usage fetch, leaving the rep with a quote that looked renewal-ish (products pre-selected) but priced like net-new.

The root cause was structural: CpqImportService.import() assembled the snapshot inline inside its DB write, so anything that called previewImport() instead (the live-read path) had no way to reach that logic.

2. What changes

Refactor: buildPriorContractSnapshot as a shared helper

The snapshot assembly — prior-price products, committed minimum, contract dates, and the fetchPriorUsageData call — moves out of import()'s inline insert payload into a private method. import() behavior is unchanged; previewImport() gains the ability to return a snapshot when capturePriorContractSnapshot is set.

const usageDataForRenewal = args.capturePriorContractSnapshot
  ? await fetchPriorUsageData({ ... })
  : null;

await repo.create({
  ...
  ...(args.capturePriorContractSnapshot
    ? { priorContractSnapshot: {
        products: built.pricingQuoteInput.products,
        multiCommitments: ...,
        minimumCommitment: ...,
        startDate: ...,
        endDate: ...,
        usageDataForRenewal,
      } }
    : {}),
});

const priorContractSnapshot = args.capturePriorContractSnapshot
  ? await this.buildPriorContractSnapshot(args, built)
  : null;

await repo.create({
  ...
  ...(priorContractSnapshot ? { priorContractSnapshot } : {}),
});

// previewImport() can now call the same helper:
const priorContractSnapshot = args.capturePriorContractSnapshot
  ? await this.buildPriorContractSnapshot(args, built)
  : undefined;

The snapshot payload

What buildPriorContractSnapshot returns — and now flows end-to-end:

Wiring: service boundary → handler

The three layers chain the snapshot through. RenewalInitService.previewRenewalSeed now requests it and re-narrows the unknown-typed preview field at the service boundary. The handler then forwards both pieces onto the repository create call.

// RenewalInitService.previewRenewalSeed — now requests the snapshot
const preview = await this.cpqImportService.previewImport({
  sfdcOpportunityId: args.sfdcOpportunityId,
  opportunityV2Id: opp.id,
  sfdcQuoteId: priorQuoteId,
  capturePriorContractSnapshot: true,  // ← new
});

return {
  pricingQuoteInput: preview.pricingQuoteInput as PricingQuoteInput,
  priorContractSnapshot:
    (preview.priorContractSnapshot as PriorContractSnapshot | undefined) ?? null,
  ...
};

// pricingQuote/create.ts — live-read path now carries the snapshot
return {
  pricingQuoteInput: preview.pricingQuoteInput,
  ...(preview.priorContractSnapshot
    ? { priorContractSnapshot: preview.priorContractSnapshot }
    : {}),
};

Call-site gate on Plaid org name

A small but pointed change to the create handler: the isPlaidOrgName check moves up to the call site, so the Plaid fallback is now a true no-op (no DB lookups, no log lines) for every other org. The original guard inside resolvePlaidRenewalSeed stays as defense-in-depth, but silently.

if (!seedInput) {
  const plaidRenewalSeed = await resolvePlaidRenewalSeed({...});
  // ↑ runs for every org, then logs "skipped"
}

if (!seedInput && isPlaidOrgName(ctx.organization.name)) {
  const plaidRenewalSeed = await resolvePlaidRenewalSeed({...});
}
// Inner guard is now a silent return.

3. How it works end-to-end

1. Rep clicks "Create Quote" on a Plaid renewal opp. The normal seed path (deal-group memberships → existing snapshot) finds nothing — the auto-seed listener hasn't run yet.
2. The handler's new gate evaluates !seedInput && isPlaidOrgName(...) as true and calls resolvePlaidRenewalSeed.
3. That resolver locates the prior contract quote in Salesforce and calls RenewalInitService.previewRenewalSeed with capturePriorContractSnapshot: true.
4. CpqImportService.previewImport runs the same pipeline as import(), then calls buildPriorContractSnapshot — which fires fetchPriorUsageData against usage_and_mrr__c for billed actuals.
5. The handler receives both pricingQuoteInput and priorContractSnapshot and passes them to repository.create in a single transactional insert.
6. The quote row is created with the snapshot already persisted — the next "Create New Quote" on this opp uses the fast snapshot path with zero Salesforce reads.

4. Tests

5. What it doesn't change

6. Risks & rollback