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pn-new-crm/src/app/(dashboard)/[portSlug]/admin/documenso/page.tsx

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import { CheckCircle2, Info } from 'lucide-react';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
import {
SettingsFormCard,
type SettingFieldDef,
} from '@/components/admin/shared/settings-form-card';
import { DocumensoTestButton } from '@/components/admin/documenso/documenso-test-button';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
const API_FIELDS: SettingFieldDef[] = [
{
key: 'documenso_api_url_override',
label: 'API URL override',
description:
'Optional. Falls back to DOCUMENSO_API_URL env when blank. Bare host only — never include /api/v1; the client appends versioned paths based on the API version below.',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
type: 'string',
placeholder: 'https://documenso.example.com',
defaultValue: '',
},
{
key: 'documenso_api_key_override',
label: 'API key override',
description: 'Optional. Falls back to DOCUMENSO_API_KEY env when blank. Stored in plain text.',
type: 'password',
defaultValue: '',
},
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
{
key: 'documenso_api_version_override',
label: 'API version',
description:
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
'Which Documenso REST API this port targets. v1 = Documenso 1.13.x stable. v2 = Documenso 2.x with the envelope model and richer per-field metadata. Test the connection after switching. See the v2 benefits card above for what changes when you flip this — and note that template-based EOI generation still uses the v1 formValues shape regardless of this setting (v2 template/use migration is on the roadmap).',
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
type: 'select',
options: [
{ value: 'v1', label: 'v1 — Documenso 1.13.x (default, stable)' },
{ value: 'v2', label: 'v2 — Documenso 2.x (envelope, recommended for new ports)' },
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
],
defaultValue: 'v1',
},
];
const SIGNER_FIELDS: SettingFieldDef[] = [
{
key: 'documenso_developer_name',
label: 'Developer signer — name',
description:
'The party who signs after the client (typically the marina developer or owner). Used as the static "developer" recipient in templated documents (EOI). Was hardcoded as "David Mizrahi" in the legacy single-tenant system.',
type: 'string',
placeholder: 'David Mizrahi',
defaultValue: '',
},
{
key: 'documenso_developer_email',
label: 'Developer signer — email',
description: 'Email used to send the developer signing request via Documenso.',
type: 'string',
placeholder: 'dm@portnimara.com',
defaultValue: '',
},
{
key: 'documenso_approver_name',
label: 'Approver — name',
description:
'The final approver who signs after the developer (typically a sales/legal lead). Was hardcoded as "Abbie May" in the legacy system.',
type: 'string',
placeholder: 'Abbie May',
defaultValue: '',
},
{
key: 'documenso_approver_email',
label: 'Approver — email',
description: 'Email used to route the final approval signing request.',
type: 'string',
placeholder: 'sales@portnimara.com',
defaultValue: '',
},
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
];
const EOI_FIELDS: SettingFieldDef[] = [
{
key: 'documenso_eoi_template_id',
label: 'EOI Documenso template ID',
description: 'Numeric template ID used by the Documenso EOI pathway.',
type: 'string',
placeholder: '12345',
defaultValue: '',
},
{
key: 'eoi_default_pathway',
label: 'Default EOI pathway',
description:
'Which pathway is used when an EOI is generated without an explicit choice. Documenso = signed via Documenso, In-app = filled locally with pdf-lib.',
type: 'select',
options: [
{ value: 'documenso-template', label: 'Documenso template' },
{ value: 'inapp', label: 'In-app (pdf-lib)' },
],
defaultValue: 'documenso-template',
},
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
{
key: 'eoi_send_mode',
label: 'Initial signing-invitation email behaviour',
description:
'Auto = the system sends our branded "please sign" email immediately when an EOI/contract/reservation is generated. Manual = the document is generated and the signing URL appears in the UI; a rep clicks "Send invitation" to dispatch. Auto is the lower-friction option for high-volume teams; manual lets reps review before sending. Applies to all document types, not just EOI.',
type: 'select',
options: [
{ value: 'manual', label: 'Manual (rep clicks Send after generation)' },
{ value: 'auto', label: 'Auto (send branded email on generate)' },
],
defaultValue: 'manual',
},
];
const CONTRACT_RESERVATION_FIELDS: SettingFieldDef[] = [
{
key: 'documenso_contract_template_id',
label: 'Contract Documenso template ID (optional)',
description:
'Numeric template ID for sales contract generation. Leave blank to use the per-deal upload-and-place-fields flow instead (the typical path for contracts, since they are usually drafted custom per client).',
type: 'string',
placeholder: '',
defaultValue: '',
},
{
key: 'documenso_reservation_template_id',
label: 'Reservation agreement Documenso template ID (optional)',
description:
'Numeric template ID for reservation agreements. Same logic — leave blank to upload per deal.',
type: 'string',
placeholder: '',
defaultValue: '',
},
];
const EMBED_FIELDS: SettingFieldDef[] = [
{
key: 'embedded_signing_host',
label: 'Embedded signing host',
description:
"Origin of the public site that hosts the embedded Documenso signing pages. Outbound emails wrap raw Documenso signing URLs into {host}/sign/<type>/<token> so clients sign on your branded page rather than Documenso's domain. Leave blank to fall back to the app URL. Marketing-website pattern: https://portnimara.com",
type: 'string',
placeholder: 'https://portnimara.com',
defaultValue: '',
},
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
];
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
const V2_FEATURE_FIELDS: SettingFieldDef[] = [
{
key: 'documenso_signing_order',
label: 'Signing order',
description:
'PARALLEL = recipients can sign in any order (faster, current default). SEQUENTIAL = Documenso refuses to email recipient N+1 until recipient N has signed, enforcing client → developer → approver order on EOIs. Only applies when API version above is v2 — v1 instances ignore this and always behave as PARALLEL.',
type: 'select',
options: [
{ value: '', label: 'PARALLEL (default)' },
{ value: 'SEQUENTIAL', label: 'SEQUENTIAL — enforce signing order (v2 only)' },
],
defaultValue: '',
},
{
key: 'documenso_redirect_url',
label: 'Post-signing redirect URL',
description:
"URL Documenso redirects the signer to after they complete signing. Typically the marketing site's success page so signers land on a branded thank-you rather than Documenso's own page. Leave blank to use Documenso's default. v1 and v2 both honour this. Example: https://portnimara.com/sign/success",
type: 'string',
placeholder: 'https://portnimara.com/sign/success',
defaultValue: '',
},
];
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
export default function DocumensoSettingsPage() {
return (
<div className="space-y-6">
<PageHeader
title="Documenso & EOI"
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
description="API credentials, signer identities, and document generation behaviour. Use the test-connection button to verify a saved configuration before relying on it."
/>
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-base">
<Info className="h-4 w-4" aria-hidden="true" />
v1 vs v2 what changes when you flip the API version
</CardTitle>
</CardHeader>
<CardContent className="space-y-4 text-sm">
<p className="text-muted-foreground">
The CRM supports both Documenso 1.13.x (v1) and 2.x (v2). v1 is the default for
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
backwards compatibility. v2 is recommended for new ports and unlocks the features below.
Switching versions does <strong>not</strong> require any code changes version-aware
client methods pick the right endpoint per port. Switch, save, then run the
test-connection button to confirm the chosen instance is actually on the matching
Documenso version.
</p>
<div className="rounded-md border border-border bg-muted/40 p-3">
<p className="mb-2 text-xs font-semibold uppercase tracking-wider text-muted-foreground">
v2-only capabilities the CRM already uses when you pick v2
</p>
<ul className="space-y-1.5">
<li className="flex items-start gap-2">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Bulk field placement.</strong> One API call per envelope vs. v1&apos;s
per-field POST loop. Faster contract generation, fewer transient retries on
multi-field uploaded contracts.
</span>
</li>
<li className="flex items-start gap-2">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<strong>Percent-based field coordinates.</strong> No page-dimension lookup needed
coordinates are portable across page sizes. v1 requires us to assume A4 for
auto-placed fields.
</span>
</li>
<li className="flex items-start gap-2">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Richer field metadata.</strong> TEXT labels &amp; required flags, NUMBER
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
min/max + format, CHECKBOX/DROPDOWN/RADIO option lists with defaults all ignored
by v1, surfaced by v2 in the signing UI.
</span>
</li>
<li className="flex items-start gap-2">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>v2-flavoured webhook events.</strong> <code>RECIPIENT_VIEWED</code>,{' '}
<code>RECIPIENT_SIGNED</code>, <code>DOCUMENT_RECIPIENT_COMPLETED</code>,{' '}
<code>DOCUMENT_DECLINED</code>, <code>DOCUMENT_REMINDER_SENT</code> all routed
through the same dedup + audit pipeline as v1 events.
</span>
</li>
<li className="flex items-start gap-2">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<strong>Envelope CRUD endpoints.</strong> <code>GET</code>, <code>DELETE</code>,
<code>POST /envelope/create</code> (multipart),{' '}
<code>POST /envelope/distribute</code>, <code>POST /envelope/redistribute</code>,{' '}
<code>GET /envelope/{'{id}'}/download</code> all routed through{' '}
<code>/api/v2/envelope/...</code> when v2 is selected. The template-generate path
is intentionally still v1 (relies on Documenso 2.x&apos;s backward-compat window
see the deferred-roadmap below).
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>One-call send.</strong> v2&apos;s <code>/envelope/distribute</code>{' '}
returns per-recipient <code>signingUrl</code> in the same response v1 requires a
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
separate GET to fetch them. Faster send flow on the rep side.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Sequential signing enforcement.</strong> Pick SEQUENTIAL in the &quot;v2
signing behaviour&quot; card below and Documenso 2.x refuses to email recipient
N+1 until recipient N has signed. Eliminates the &quot;approver signed before the
developer did&quot; race on EOIs.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 flex-shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Post-signing redirect URL.</strong> Set in the &quot;v2 signing
behaviour&quot; card; Documenso redirects the signer to that URL after they
complete signing. Use to land clients on the marketing site&apos;s success page or
back in the portal instead of Documenso&apos;s default thank-you page. (v1 honours
this too listed here because the admin setting was added with the v2 work.)
</span>
</li>
</ul>
</div>
<div className="rounded-md border border-amber-200 bg-amber-50/60 p-3 dark:border-amber-900/40 dark:bg-amber-950/30">
<p className="mb-2 text-xs font-semibold uppercase tracking-wider text-amber-700 dark:text-amber-400">
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
v2 capabilities deferred (would need new code paths)
</p>
<ul className="space-y-1.5 text-muted-foreground">
<li>
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<strong>
Single-shot <code>/template/use</code>
</strong>{' '}
with v2 <code>prefillFields</code> by ID current EOI flow uses{' '}
<code>/api/v1/templates/{'{id}'}/generate-document</code> with{' '}
<code>formValues</code> keyed by name. v2 instances accept both during their
backward-compat window; full migration requires per-template field-ID capture in
admin settings.
</li>
<li>
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<strong>
Update envelope metadata after creation (<code>/envelope/update</code>)
</strong>{' '}
change title / subject / redirectUrl on a doc already in DRAFT/PENDING without
re-generating.
</li>
<li>
<strong>Non-SIGNER recipient roles (CC / VIEWER)</strong> APPROVER role is already
used by the EOI template; CC + VIEWER not yet exposed in the recipient builder.
Useful for sales managers who want a copy without a signature slot.
</li>
</ul>
<p className="mt-2 text-xs text-muted-foreground">
Sequential signing and post-signing redirect URL <strong>are now wired</strong> see
the new &quot;v2 signing behaviour&quot; card below to configure them.
</p>
</div>
</CardContent>
</Card>
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
<SettingsFormCard
title="Documenso API"
description="Per-port API credentials. Leave blank to use the global env defaults."
fields={API_FIELDS}
extra={<DocumensoTestButton />}
/>
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
<SettingsFormCard
title="v2 signing behaviour"
description="Cross-cutting settings that apply to EOIs + uploaded contracts/reservations. Sequential signing is v2-only (v1 instances ignore it). Redirect URL is honoured by both v1 and v2 instances."
fields={V2_FEATURE_FIELDS}
/>
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
<SettingsFormCard
title="Signers (developer + approver)"
description="Identity of the static signers in your Documenso templates. The client is always pulled from the interest's linked client record; these values fill the developer (signing order 2) and approver (signing order 3) slots."
fields={SIGNER_FIELDS}
/>
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
<SettingsFormCard
title="EOI generation"
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
description="Default pathway, template, and email behaviour when an interest's EOI is generated."
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
fields={EOI_FIELDS}
/>
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
<SettingsFormCard
title="Contract & reservation templates (optional)"
description="Most ports leave these blank because contracts/reservations are drafted per deal and uploaded for signing. Set a template ID only if you have a standardised contract/reservation Documenso template."
fields={CONTRACT_RESERVATION_FIELDS}
/>
<SettingsFormCard
title="Embedded signing"
description="Where the public-facing branded signing pages live. The CRM rewrites Documenso signing URLs to point here when sending invitation and reminder emails."
fields={EMBED_FIELDS}
/>
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
</div>
);
}