Files
pn-new-crm/src/components/admin/documenso/embedded-signing-card.tsx

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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
'use client';
import { useState } from 'react';
import { CheckCircle2, HelpCircle, Loader2, XCircle } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import {
Sheet,
SheetContent,
SheetDescription,
SheetHeader,
SheetTitle,
} from '@/components/ui/sheet';
import {
SettingsFormCard,
type SettingFieldDef,
} from '@/components/admin/shared/settings-form-card';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
interface TestResult {
ok: boolean;
host?: string;
checks?: Array<{ path: string; status?: number; ok: boolean; error?: string }>;
error?: string;
at: Date;
}
const EMBED_FIELDS: SettingFieldDef[] = [
{
key: 'embedded_signing_host',
label: 'Embedded signing host',
description:
"Origin of the public site that hosts the embedded Documenso signing pages. Outbound emails wrap raw Documenso signing URLs into {host}/sign/<type>/<token> so clients sign on your branded page rather than Documenso's domain. Leave blank to fall back to the app URL. Marketing-website pattern: https://portnimara.com",
type: 'string',
placeholder: 'https://portnimara.com',
defaultValue: '',
},
];
/**
* Admin card for the embedded-signing host setting. Provides:
* - The setting field itself (via SettingsFormCard)
* - A Test connection button that probes the host's `/` and
* `/sign/success` paths to verify the marketing-site cutover is
* ready BEFORE signers get sent there from outbound emails.
* - A Help button that opens a Sheet with the setup instructions
* what routes the marketing site needs, what URL parameters to
* handle, and the Documenso webhook config that pairs with it.
*/
export function EmbeddedSigningCard() {
const [testing, setTesting] = useState(false);
const [result, setResult] = useState<TestResult | null>(null);
const [helpOpen, setHelpOpen] = useState(false);
const handleTest = async () => {
setTesting(true);
setResult(null);
try {
const res = (await apiFetch('/api/v1/admin/embedded-signing/test', {
method: 'POST',
body: {},
})) as {
data: {
ok: boolean;
host?: string;
error?: string;
checks?: Array<{ path: string; status?: number; ok: boolean; error?: string }>;
};
};
setResult({ ...res.data, at: new Date() });
if (res.data.ok) toast.success('Embedded signing host reachable.');
else toast.error('Embedded signing host probe failed - see 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
} catch (err) {
toastError(err);
setResult({
ok: false,
error: err instanceof Error ? err.message : String(err),
at: new Date(),
});
} finally {
setTesting(false);
}
};
return (
<>
<Card>
<CardHeader>
<div className="flex items-start justify-between gap-2">
<div>
<CardTitle>Embedded signing</CardTitle>
<CardDescription>
Where the public-facing branded signing pages live. The CRM rewrites Documenso
signing URLs to point here when sending invitation and reminder emails.
</CardDescription>
</div>
<Button
type="button"
variant="ghost"
size="sm"
onClick={() => setHelpOpen(true)}
className="gap-1.5 [&_svg]:size-3.5"
>
<HelpCircle />
Setup help
</Button>
</div>
</CardHeader>
<CardContent className="space-y-4">
{/* Renders inside our outer Card with its own micro-header.
Title kept terse (empty string would look broken) so the
user still has a visual anchor for the field. */}
<SettingsFormCard title="Host URL" description="" fields={EMBED_FIELDS} />
<div className="flex flex-wrap items-center gap-2">
<Button
variant="outline"
onClick={handleTest}
disabled={testing}
className="gap-1.5 [&_svg]:size-3.5"
>
{testing ? <Loader2 className="animate-spin" aria-hidden /> : null}
Test connection
</Button>
<p className="text-xs text-muted-foreground">
Probes <code>/</code> and <code>/sign/success</code> on the configured host.
</p>
</div>
{result ? (
<div
className={`rounded-md border p-3 text-sm ${
result.ok
? 'border-emerald-200 bg-emerald-50 text-emerald-900'
: 'border-rose-200 bg-rose-50 text-rose-900'
}`}
>
<div className="flex items-start gap-2">
{result.ok ? (
<CheckCircle2 className="mt-0.5 h-4 w-4 shrink-0" aria-hidden />
) : (
<XCircle className="mt-0.5 h-4 w-4 shrink-0" aria-hidden />
)}
<div className="flex-1">
<p className="font-medium">{result.ok ? 'Connection ok' : 'Connection failed'}</p>
{result.host ? (
<p className="text-xs">
Host: <code>{result.host}</code>
</p>
) : null}
{result.error ? <p className="text-xs">{result.error}</p> : null}
{result.checks ? (
<ul className="mt-1 space-y-0.5 text-xs">
{result.checks.map((c) => (
<li key={c.path}>
<code>{c.path}</code> {' '}
{c.ok ? (
<span className="text-emerald-800">{c.status ?? 'ok'}</span>
) : (
<span className="text-rose-800">
{c.status ? `${c.status} fail` : (c.error ?? 'fail')}
</span>
)}
</li>
))}
</ul>
) : null}
<p className="mt-1 text-[11px] opacity-70">{result.at.toLocaleTimeString()}</p>
</div>
</div>
</div>
) : null}
</CardContent>
</Card>
<Sheet open={helpOpen} onOpenChange={setHelpOpen}>
<SheetContent side="right" className="overflow-y-auto sm:max-w-xl">
<SheetHeader>
<SheetTitle>Set up embedded signing</SheetTitle>
<SheetDescription>
How the marketing site has to be wired up so the branded signing flow works.
</SheetDescription>
</SheetHeader>
<div className="space-y-4 pt-4 text-sm leading-6">
<section>
<h3 className="mb-1 font-semibold">1. Choose the host</h3>
<p className="text-muted-foreground">
Pick a public host (e.g. <code>https://portnimara.com</code>) and enter it in the
Embedded signing host field above. The CRM rewrites raw Documenso signing URLs into{' '}
<code>{'{host}/sign/<role>/<token>'}</code> for every outbound invitation + reminder
email.
</p>
</section>
<section>
<h3 className="mb-1 font-semibold">2. Implement the signing route</h3>
<p className="text-muted-foreground">
The marketing site needs to handle <code>/sign/[role]/[token]</code> by forwarding
to the underlying Documenso signing URL (or embedding it in an iframe). Role is one
of <code>client</code> / <code>developer</code> / <code>approver</code> - useful for
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
tracking which slot the signer is in.
</p>
<p className="mt-1 text-muted-foreground">Minimum Next.js example:</p>
<pre className="mt-1 overflow-x-auto rounded bg-muted p-2 font-mono text-[11px]">
{`// app/sign/[role]/[token]/page.tsx
export default function SignPage({ params }) {
const documenseUrl = \`\${env.DOCUMENSO_URL}/sign/\${params.token}\`;
return <iframe src={documenseUrl} className="w-full h-screen" />;
}`}
</pre>
</section>
<section>
<h3 className="mb-1 font-semibold">3. Implement the success route</h3>
<p className="text-muted-foreground">
After signing, Documenso redirects to the URL configured in{' '}
<strong>Post-sign redirect URL</strong>. Default points at{' '}
<code>{'{host}/sign/success'}</code>. Render a confirmation page there (the
signer&apos;s already done; this is just the friendly &ldquo;Thanks!&rdquo; UX).
</p>
</section>
<section>
<h3 className="mb-1 font-semibold">4. Test the connection</h3>
<p className="text-muted-foreground">
Use the Test connection button to verify <code>/</code> and{' '}
<code>/sign/success</code> return 2xx. If either fails, the marketing site
isn&apos;t ready - fix the route before flipping live or signers will land on a 404
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
page from outbound emails.
</p>
</section>
<section>
<h3 className="mb-1 font-semibold">5. Pair the Documenso webhook</h3>
<p className="text-muted-foreground">
Make sure the Documenso webhook points at{' '}
<code>{'{appUrl}/api/webhooks/documenso'}</code> with the matching webhook secret
stored under Documenso API Webhook secret. Without this the EOI status never
updates after signing.
</p>
</section>
<section>
<h3 className="mb-1 font-semibold">6. Cutover</h3>
<p className="text-muted-foreground">
Flip the Embedded signing host field to your live URL and save. Existing in-flight
EOIs keep their pre-cutover signing URLs (the rewrite happens at email-dispatch
time, not at envelope creation), so old signers can still complete on the old host
until they sign or the EOI is cancelled.
</p>
</section>
</div>
</SheetContent>
</Sheet>
</>
);
}