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

267 lines
13 KiB
TypeScript
Raw Normal View History

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';
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
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 { DocumensoTestButton } from '@/components/admin/documenso/documenso-test-button';
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { EmbeddedSigningCard } from '@/components/admin/documenso/embedded-signing-card';
import { TemplateSyncButton } from '@/components/admin/documenso/template-sync-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
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
// API_FIELDS removed — replaced by <RegistryDrivenForm sections={['documenso.api']} />
// which adds the new webhook-secret field + AES encrypts the API key at rest.
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
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-interest upload-and-place-fields flow instead (the typical path for contracts, since they are usually drafted custom per client).',
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: '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 interest.',
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: 'string',
placeholder: '',
defaultValue: '',
},
];
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
// Embedded signing field config + Test + Setup help all live inside
// `<EmbeddedSigningCard />` (imported above). Kept out of the field list
// here so the admin page reads as a flat sequence of cards.
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:
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
'Whether all signers receive the invitation at once (PARALLEL — anyone can sign first) or only the next pending signer gets the email once the previous one finishes (SEQUENTIAL). Applied at envelope-create time on both v1 and v2: v1 honours meta.signingOrder on /templates/{id}/generate-document; v2 honours it via /envelope/update right after /template/use.',
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
type: 'select',
options: [
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
{ value: 'PARALLEL', label: 'PARALLEL — all signers invited at once' },
{ value: 'SEQUENTIAL', label: 'SEQUENTIAL — one at a time in order' },
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
],
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
defaultValue: 'PARALLEL',
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
},
{
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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 shrink-0 text-emerald-600"
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
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>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<RegistryDrivenForm
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
title="Documenso API"
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
description="Per-port API credentials. AES-encrypted at rest. Leave blank to inherit from the env fallback (badged below each field)."
sections={['documenso.api']}
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
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}
/>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<RegistryDrivenForm
sections={['documenso.signers']}
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
title="Signers (developer + approver)"
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
description="Identity bound to the developer (signing order 2) and approver (signing order 3) slots in your Documenso templates. Leave name + email blank to fall through to whatever you set on the Documenso template itself; set them here to override the template's stored values at send time. Recipient IDs are populated automatically by 'Sync from Documenso' below. Linking a CRM user is optional — when set, the platform fires an in-CRM notification for that user when it's their turn to sign."
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
/>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<RegistryDrivenForm
sections={['documenso.templates']}
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
title="EOI generation"
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
description="Default pathway, template, and email behaviour when an interest's EOI is generated. Recipient + field discovery happens via 'Sync from Documenso' below — that also populates the template ID for you."
extra={<TemplateSyncButton />}
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: 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 interest and uploaded for signing. Set a template ID only if you have a standardised contract/reservation 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
fields={CONTRACT_RESERVATION_FIELDS}
/>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<EmbeddedSigningCard />
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>
);
}