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pn-new-crm/src/app/api/v1/documents/signing-defaults/route.ts

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feat(documenso-phase-4): recipient configurator + field placement UI Phase 4 lands the visual half of the Documenso build — the upload- for-signing dialog the Contract + Reservation tabs hand off to. Four files of new code; the existing tab placeholders point at it. Files added: - lib/services/document-field-detector.ts — Phase 4c auto-detect scanner. Uses pdfjs-dist to extract per-page text + positions, then matches anchor patterns (Signature, Date, Initials, Email, Name, underscore-runs) and produces percent-coordinate DetectedField rows. Recipient label inference walks ±100pt of each match for Buyer/Seller/Client/Witness/Notary keywords. Returns [] when the PDF is image-only; UI falls back to manual placement without an error. 6 unit tests pin the matching + coordinate math. - app/api/v1/documents/auto-detect-fields/route.ts — multipart POST endpoint that delegates to detectFields(). Permission-gated by documents.send_for_signing. - app/api/v1/documents/signing-defaults/route.ts — GET endpoint that surfaces just the per-port developer + approver display name/email + sendMode flag. No secrets exposed; lets the dialog prefill the recipient configurator without an admin-scoped settings read. - components/documents/upload-for-signing-dialog.tsx — the Phase 4 UI. Three-step state machine inside a single Dialog: 1. select-file: drop/click PDF picker + title input 2. configure-recipients: client + developer + approver prefilled, rep can add/remove/reorder + change role (SIGNER/APPROVER/CC) 3. place-fields: react-pdf renders the source PDF; auto-detect runs in the background on file load and seeds the overlay; rep places, drags, resizes, deletes, reassigns fields via the palette + side panel. Native DOM drag (no dnd-kit dependency added — the coordinate math stays obvious). Send fires POST /api/v1/interests/[id]/upload-for-signing (Phase 3 service); success toast reflects port sendMode (auto fires the invite immediately, manual leaves it for the rep). Files modified: - components/interests/interest-contract-tab.tsx + reservation-tab.tsx: swap the ComingSoonDialog placeholder for the real UploadForSigningDialog with the matching documentType prop. The placeholder ComingSoonDialog helper is deleted from both. - scripts/tsc-staged.mjs: pull src/types/**/*.d.ts into the temp staged-only tsconfig so side-effect CSS imports (e.g. react-pdf/dist/Page/AnnotationLayer.css) resolve via the existing declare-module shim. Without this fix the staged compile reports TS2882 even though the full tsc --noEmit pass passes. Design choices noted in code comments: - Native drag over dnd-kit: the field overlay's percent-based coordinate math is short enough that adding a drag library adds complexity without saving lines. - Auto-detect on file-load (not on demand): runs immediately so the rep doesn't have to click a second button — empty result drops back to manual placement silently. - Per-recipient color swatches indexed by signingOrder. - Recipient seed via useMemo + user-event handler instead of useEffect → setRecipients (Wave 3 set-state-in-effect avoidance). Server-side, Phase 3 plumbing handles the rest: tenant guard, magic- byte verify, Documenso round-trip with per-port v1/v2 routing, recipient signingToken capture for Phase 2 webhook cascade, auto- send when port.sendMode === 'auto'. Tests: 1334 → 1340 ✅ (6 new for the detector); tsc clean. Deferred polish (Phase 6): - Per-field metadata side panel for DROPDOWN/RADIO option lists - Pinch-zoom + zoom-out controls on the field-placement canvas - Recipient drag-reorder via dnd-kit - Required toggle per field Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 14:03:27 +02:00
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { errorResponse } from '@/lib/errors';
import { getPortDocumensoConfig } from '@/lib/services/port-config';
/**
* GET `/api/v1/documents/signing-defaults`
*
* Returns the per-port developer + approver defaults the
* UploadForSigningDialog uses to prefill the recipient configurator.
* No secrets are exposed just the display name, email, and the
* sendMode flag so the UI can show the right CTA copy ("Send now" vs
* "Save draft, send manually").
*
* Permission: documents.send_for_signing the only caller is the
* upload-for-signing dialog which already requires this permission to
* complete the flow.
*/
export const GET = withAuth(
withPermission('documents', 'send_for_signing', async (_req, ctx) => {
try {
const cfg = await getPortDocumensoConfig(ctx.portId);
return NextResponse.json({
data: {
developer: {
name: cfg.developerName ?? '',
email: cfg.developerEmail ?? '',
label: cfg.developerLabel ?? 'Developer',
},
approver: {
name: cfg.approverName ?? '',
email: cfg.approverEmail ?? '',
label: cfg.approverLabel ?? 'Approver',
},
sendMode: cfg.sendMode,
},
});
} catch (error) {
return errorResponse(error);
}
}),
);