feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping

EOI detail fields (address, name, yacht, berth) rendered oversized and
top-clipped because Documenso auto-sizes AcroForm text when *it* fills the
template (ignores the PDF's 12pt font; a taller box → bigger font → more clip,
and a 2-line address box renders huge). Proven: filling the same source PDF
locally at 12pt renders cleanly and wraps long addresses to a 2nd line.

Add a per-port `eoi_fill_method` setting (default `local`), toggleable in
admin → Documenso → Templates & signing pathway:
- local:     CRM fills + flattens the source PDF (pdf-lib, fixed 12pt +
             multiline address wrap), uploads the flattened PDF to Documenso,
             and places ONLY the 6 page-3 signature fields. Documenso never
             re-renders the body text → no clipping.
- documenso: legacy template AcroForm fill (auto-sizes/clips) — fallback only.

Both still flow through Documenso for signing, so branded invites, embedded
signing, webhooks, signer rows, and the EOI milestone are unchanged.

- computeEoiSignatureLayout(): 6 page-3 fields at template-8 coords (unit-tested)
- createDocument (v1): PUT bytes to Documenso's presigned uploadUrl (2.x v1-compat
  ignores the base64 field) so the uploaded document actually has content
- placeFields (v1): pass fieldMeta through so the Place-of-Signing TEXT field
  keeps its label/required

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

src/lib/services/documenso-client.ts

@@ -391,8 +391,13 @@ export async function createDocument(
     return getDocument(envelopeId, portId);
   }
 
-  // v1: existing path. Meta keys are accepted at the top level.
+  // v1: existing path. Meta keys are accepted at the top level. We still send
-  return documensoFetch(
+  // `document` (base64) for older Documenso servers that store it inline, but
+  // Documenso 2.x's v1-compat endpoint instead returns a presigned `uploadUrl`
+  // and expects the PDF bytes to be PUT there (the base64 is ignored). So when
+  // the create response carries an `uploadUrl`, upload the bytes to it — without
+  // this the document is created with NO content (signers see a blank PDF).
+  const raw = (await documensoFetch(
     '/api/v1/documents',
     {
       method: 'POST',
@@ -412,7 +417,39 @@ export async function createDocument(
       }),
     },
     portId,
-  ).then(normalizeDocument);
+  )) as Record<string, unknown>;
+
+  const uploadUrl = typeof raw.uploadUrl === 'string' ? raw.uploadUrl : null;
+  if (uploadUrl) {
+    const pdfBuffer = Buffer.from(pdfBase64, 'base64');
+    let putRes: Response;
+    try {
+      putRes = await fetchWithTimeout(uploadUrl, {
+        method: 'PUT',
+        headers: { 'Content-Type': 'application/pdf' },
+        body: pdfBuffer,
+      });
+    } catch (err) {
+      if (err instanceof FetchTimeoutError) {
+        throw new CodedError('DOCUMENSO_TIMEOUT', {
+          internalMessage: `v1 createDocument uploadUrl PUT timed out after ${err.timeoutMs}ms`,
+        });
+      }
+      throw err;
+    }
+    if (!putRes.ok) {
+      const errText = await putRes.text().catch(() => '');
+      logger.error(
+        { status: putRes.status, err: errText, portId },
+        'Documenso v1 createDocument uploadUrl PUT failed - document has no content',
+      );
+      throw new CodedError('DOCUMENSO_UPSTREAM_ERROR', {
+        internalMessage: `v1 createDocument uploadUrl PUT → ${putRes.status}: ${errText}`,
+      });
+    }
+  }
+
+  return normalizeDocument(raw);
 }
 
 export async function generateDocumentFromTemplate(
@@ -1340,6 +1377,10 @@ export async function placeFields(
       pageY: Math.round((f.pageY / 100) * dims.height),
       pageWidth: Math.round((f.pageWidth / 100) * dims.width),
       pageHeight: Math.round((f.pageHeight / 100) * dims.height),
+      // Pass fieldMeta through on v1 too (Documenso 2.x's v1-compat endpoint
+      // accepts it) so TEXT fields like "Place of Signing" keep their label /
+      // required / placeholder. Older v1 servers ignore unknown keys.
+      ...(f.fieldMeta ? { fieldMeta: f.fieldMeta } : {}),
     };
     // Retry transient failures so one flaky 5xx mid-loop doesn't leave
     // the document with a partial field set. 3 attempts at 250 / 500 /
@@ -1425,6 +1466,93 @@ export function computeDefaultSignatureLayout(
   }));
 }
 
+/**
+ * EOI page-3 signature-block layout — the six fields template 8 carries, so
+ * the in-app pathway (local pdf-lib fill + flatten → upload as a Documenso
+ * document) produces a signed EOI that matches the legacy template output
+ * exactly. Coordinates are percent of page, captured verbatim from template 8.
+ *
+ * Client (signer 1) gets Signature + Name + Place-of-Signing (TEXT) + Date.
+ * Developer (signer 2) gets Name + Signature. The approver (signer 3) carries
+ * no fields. `fieldMeta` is passed through to Documenso (v1 + v2) so the
+ * Place-of-Signing field keeps its label / required / placeholder.
+ */
+export function computeEoiSignatureLayout(
+  clientRecipientId: number | string,
+  developerRecipientId: number | string,
+): DocumensoFieldPlacement[] {
+  return [
+    {
+      recipientId: clientRecipientId,
+      type: 'SIGNATURE',
+      pageNumber: 3,
+      pageX: 39.64497370960451,
+      pageY: 64.81957098456644,
+      pageWidth: 21.21662173851308,
+      pageHeight: 4.303685358613111,
+      fieldMeta: { type: 'signature', fontSize: 18, overflow: 'auto' },
+    },
+    {
+      recipientId: clientRecipientId,
+      type: 'NAME',
+      pageNumber: 3,
+      pageX: 14.34911393977768,
+      pageY: 64.81957098456644,
+      pageWidth: 24.33234194973456,
+      pageHeight: 4.303685358613111,
+      fieldMeta: { type: 'name', fontSize: 12, textAlign: 'left' },
+    },
+    {
+      recipientId: clientRecipientId,
+      type: 'TEXT',
+      pageNumber: 3,
+      pageX: 14.49704042881816,
+      pageY: 57.4932908677896,
+      pageWidth: 24.4807121661721,
+      pageHeight: 4.40865329418904,
+      fieldMeta: {
+        type: 'text',
+        label: 'Place of Signing',
+        readOnly: false,
+        required: true,
+        textAlign: 'left',
+        placeholder: 'Anguilla, AI',
+        characterLimit: 0,
+      },
+    },
+    {
+      recipientId: clientRecipientId,
+      type: 'DATE',
+      pageNumber: 3,
+      pageX: 39.79290246256028,
+      pageY: 57.4932908677896,
+      pageWidth: 21.06824925816024,
+      pageHeight: 4.40865329418904,
+      fieldMeta: { type: 'date', fontSize: 10, overflow: 'auto', textAlign: 'left' },
+    },
+    {
+      recipientId: developerRecipientId,
+      type: 'NAME',
+      pageNumber: 3,
+      pageX: 14.34911393977768,
+      pageY: 72.56877244919716,
+      pageWidth: 24.33234194973456,
+      pageHeight: 3.988781551885322,
+      fieldMeta: { type: 'name', fontSize: 12, textAlign: 'left' },
+    },
+    {
+      recipientId: developerRecipientId,
+      type: 'SIGNATURE',
+      pageNumber: 3,
+      pageX: 39.64497370960451,
+      pageY: 72.56877244919716,
+      pageWidth: 21.21662173851308,
+      pageHeight: 3.988781551885322,
+      fieldMeta: { type: 'signature', fontSize: 18, overflow: 'auto' },
+    },
+  ];
+}
+
 /**
  * Void/cancel a Documenso document.
  *

src/lib/services/document-templates.ts

@@ -17,11 +17,14 @@ import { emitToRoom } from '@/lib/socket/server';
 import { buildStoragePath } from '@/lib/minio';
 import { getStorageBackend } from '@/lib/storage';
 import { env } from '@/lib/env';
+import { logger } from '@/lib/logger';
 import { getCountryName } from '@/lib/i18n/countries';
 import {
   createDocument as documensoCreate,
   sendDocument as documensoSend,
   generateDocumentFromTemplate as documensoGenerateFromTemplate,
+  placeFields as documensoPlaceFields,
+  computeEoiSignatureLayout,
 } from '@/lib/services/documenso-client';
 import { buildDocumensoPayload, getPortEoiSigners } from '@/lib/services/documenso-payload';
 import { getPortDocumensoConfig } from '@/lib/services/port-config';
@@ -714,7 +717,15 @@ async function generateAndSignViaInApp(
   }
   const pdfBase64 = Buffer.concat(chunks).toString('base64');
 
-  // Create Documenso document
+  // Per-port Documenso config for the post-signing redirect + signing order
+  // (parity with the documenso-template pathway).
+  const docCfg = await getPortDocumensoConfig(portId);
+
+  // Create the Documenso document from the locally-filled + flattened PDF.
+  // Because the detail fields are flattened by pdf-lib (clean 12pt + multiline
+  // address wrapping), Documenso never re-renders them — it only collects
+  // signatures. This is what fixes the auto-sized/clipped detail text the
+  // Documenso template-fill pathway produced.
   const documensoDoc = await documensoCreate(
     template.name,
     pdfBase64,
@@ -724,10 +735,38 @@ async function generateAndSignViaInApp(
       role: s.role,
       signingOrder: s.signingOrder,
     })),
+    portId,
+    {
+      redirectUrl: docCfg.redirectUrl ?? env.APP_URL,
+      ...(docCfg.signingOrder ? { signingOrder: docCfg.signingOrder } : {}),
+    },
   );
 
+  // Place the EOI page-3 signature block. The flattened PDF carries no
+  // Documenso fields, so place the six fields (client Signature/Name/
+  // Place-of-Signing/Date, developer Name/Signature) at template 8's
+  // coordinates, mapped by signing order (1 = client, 2 = developer; the
+  // approver signs no fields).
+  if (template.templateType === 'eoi') {
+    const byOrder = new Map(documensoDoc.recipients.map((r) => [r.signingOrder, r.id]));
+    const clientRecipientId = byOrder.get(1);
+    const developerRecipientId = byOrder.get(2);
+    if (clientRecipientId && developerRecipientId) {
+      await documensoPlaceFields(
+        documensoDoc.id,
+        computeEoiSignatureLayout(clientRecipientId, developerRecipientId),
+        portId,
+      );
+    } else {
+      logger.warn(
+        { docId: documensoDoc.id, recipients: documensoDoc.recipients.length },
+        'EOI in-app pathway: could not resolve client/developer recipients for signature-field placement',
+      );
+    }
+  }
+
   // Send document for signing
-  await documensoSend(documensoDoc.id);
+  await documensoSend(documensoDoc.id, portId);
 
   // Update our document record with Documenso ID and status
   await db
@@ -740,6 +779,46 @@ async function generateAndSignViaInApp(
     })
     .where(eq(documents.id, documentRecord.id));
 
+  // Persist per-recipient signer rows so the EOI tab's signing-progress panel
+  // and the webhook handler (which matches by token / email) work — parity
+  // with the documenso-template pathway. Strip the `(was: …)` /
+  // `(placeholder)` suffixes EMAIL_REDIRECT_TO bakes into names.
+  if (documensoDoc.recipients.length > 0) {
+    await db.insert(documentSigners).values(
+      documensoDoc.recipients.map((r) => {
+        const cleanName = (r.name || r.email)
+          .replace(/\s*\(was:[^)]*\)/i, '')
+          .replace(/\s*\(placeholder\b[^)]*\)/i, '')
+          .trim();
+        const role =
+          r.role.toUpperCase() === 'SIGNER' && r.signingOrder === 1
+            ? 'client'
+            : normalizeSignerRole(r.role);
+        return {
+          documentId: documentRecord.id,
+          signerName: cleanName || r.email,
+          signerEmail: r.email,
+          signerRole: role,
+          signingOrder: r.signingOrder,
+          status: 'pending' as const,
+          signingUrl: r.signingUrl ?? null,
+          embeddedUrl: r.embeddedUrl ?? null,
+          signingToken: r.token ?? null,
+          invitedAt: null,
+        };
+      }),
+    );
+  }
+
+  // Stamp the interest's EOI milestone so the Overview tab flips to
+  // "EOI sent / awaiting signatures" — parity with the template pathway.
+  if (context.interestId) {
+    await db
+      .update(interests)
+      .set({ eoiDocStatus: 'sent', dateEoiSent: new Date(), updatedAt: new Date() })
+      .where(eq(interests.id, context.interestId));
+  }
+
   void createAuditLog({
     userId: meta.userId,
     portId,
@@ -794,19 +873,125 @@ async function generateAndSignViaDocumensoTemplate(
   // platform to one Documenso instance per CRM process.
   const docCfg = await getPortDocumensoConfig(portId);
 
-  // v2 prefillFields-by-ID emission requires a field-name → field-ID map
+  // Pick which side of the yacht's stored dimensions ships to the PDF.
-  // populated by the admin "Sync from Documenso" button. Absent (or partial)
-  // map → payload skips prefillFields and v2 accepts the legacy formValues
-  // shape via backward compat.
-  const { getEoiFieldMap } = await import('@/lib/services/documenso-template-sync.service');
-  const fieldMap = await getEoiFieldMap(portId);
-
-  // Pick which side of the yacht's stored dimensions ships to Documenso.
   // The drawer's toggle drives this; if the caller omitted it, default to
   // whichever unit the rep originally typed in (yacht.lengthUnit). Legacy
   // yachts without a unit column default to 'ft'.
   const dimensionUnit: 'ft' | 'm' = options?.dimensionUnit ?? eoiContext.yacht?.lengthUnit ?? 'ft';
 
+  // Document title used by both fill methods + the documents row.
+  const docTitle = `Expression of Interest – ${eoiContext.client.fullName}`;
+
+  let documensoDoc;
+  let localFileId: string | null = null;
+
+  if (docCfg.eoiFillMethod === 'local') {
+    // LOCAL-FILL (default): fill + flatten the source PDF ourselves (pdf-lib,
+    // fixed 12pt + multiline address wrapping), upload the flattened PDF to
+    // Documenso as a document, and place ONLY the page-3 signature fields.
+    // Documenso never renders the body text, so it can't auto-size/clip it —
+    // this is the fix for the oversized/clipped detail fields the Documenso
+    // template-fill produced. Still flows through Documenso for signing, so
+    // branded invites, embedded signing, webhooks, and emails are unchanged.
+    const pdfBytes = await generateEoiPdfFromTemplate(eoiContext, { dimensionUnit });
+
+    const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
+    const fileId = crypto.randomUUID();
+    const storagePath = buildStoragePath(
+      port?.slug ?? portId,
+      'eoi',
+      context.interestId,
+      fileId,
+      'pdf',
+    );
+    {
+      const buffer = Buffer.from(pdfBytes);
+      const backend = await getStorageBackend();
+      await backend.put(storagePath, buffer, {
+        contentType: 'application/pdf',
+        sizeBytes: buffer.length,
+      });
+    }
+    const [fileRecord] = await db
+      .insert(files)
+      .values({
+        portId,
+        clientId: context.clientId ?? null,
+        filename: 'expression-of-interest.pdf',
+        originalName: 'Expression of Interest.pdf',
+        mimeType: 'application/pdf',
+        sizeBytes: String(pdfBytes.byteLength),
+        storagePath,
+        storageBucket: env.MINIO_BUCKET,
+        category: 'eoi',
+        uploadedBy: meta.userId,
+      })
+      .returning();
+    localFileId = fileRecord!.id;
+
+    const created = await documensoCreate(
+      docTitle,
+      Buffer.from(pdfBytes).toString('base64'),
+      [
+        {
+          name: eoiContext.client.fullName,
+          email: eoiContext.client.primaryEmail ?? '',
+          role: 'signer',
+          signingOrder: 1,
+        },
+        {
+          name: signers.developer.name,
+          email: signers.developer.email,
+          role: 'signer',
+          signingOrder: 2,
+        },
+        {
+          name: signers.approver.name,
+          email: signers.approver.email,
+          role: 'approver',
+          signingOrder: 3,
+        },
+      ],
+      portId,
+      {
+        redirectUrl: docCfg.redirectUrl ?? env.APP_URL,
+        ...(docCfg.signingOrder ? { signingOrder: docCfg.signingOrder } : {}),
+      },
+    );
+
+    // Place the six page-3 signature fields at template-8 coordinates, mapped
+    // by signing order (1 = client, 2 = developer; approver signs no fields).
+    const byOrder = new Map(created.recipients.map((r) => [r.signingOrder, r.id]));
+    const clientRid = byOrder.get(1);
+    const developerRid = byOrder.get(2);
+    if (clientRid && developerRid) {
+      await documensoPlaceFields(
+        created.id,
+        computeEoiSignatureLayout(clientRid, developerRid),
+        portId,
+      );
+    } else {
+      logger.warn(
+        { docId: created.id, recipients: created.recipients.length },
+        'EOI local-fill: could not resolve client/developer recipients for field placement',
+      );
+    }
+
+    // v2 envelopes don't return signing URLs until distribute; v1 returns them
+    // on create. Distribute (suppressing Documenso's own emails via
+    // distributionMethod:NONE on v2 / DRAFT-stays-quiet on v1) only when
+    // they're missing, so document_signers.signing_url is populated for the
+    // branded "Send invitation" flow regardless of API version.
+    const needsDistribute = created.recipients.some((r) => !r.signingUrl);
+    documensoDoc = needsDistribute ? await documensoSend(created.id, portId) : created;
+  } else {
+    // DOCUMENSO TEMPLATE FILL (legacy fallback, eoi_fill_method='documenso'):
+    // Documenso fills the template's AcroForm fields from the payload. Note it
+    // auto-sizes/clips long values — kept only as a per-port escape hatch.
+    // v2 prefillFields-by-ID needs a field-name → field-ID map from the admin
+    // "Sync from Documenso" button; absent it, v2 ignores the legacy formValues.
+    const { getEoiFieldMap } = await import('@/lib/services/documenso-template-sync.service');
+    const fieldMap = await getEoiFieldMap(portId);
     const payload = buildDocumensoPayload(
       eoiContext,
       {
@@ -818,24 +1003,22 @@ async function generateAndSignViaDocumensoTemplate(
         developerEmail: signers.developer.email,
         approverName: signers.approver.name,
         approverEmail: signers.approver.email,
-      // Prefer per-port post-signing redirect (typically marketing-site
-      // /sign/success on v2). Falls back to APP_URL on v1 / when unset.
         redirectUrl: docCfg.redirectUrl ?? env.APP_URL,
-      // v2-only signing-order enforcement. v1 instances ignore this key.
         ...(docCfg.signingOrder ? { signingOrder: docCfg.signingOrder } : {}),
         dimensionUnit,
       },
       fieldMap,
     );
-
+    documensoDoc = await documensoGenerateFromTemplate(
-  const documensoDoc = await documensoGenerateFromTemplate(
       docCfg.eoiTemplateId,
       payload as unknown as Record<string, unknown>,
       portId,
     );
+  }
 
-  // Record a documents row referencing the Documenso document. No local file -
+  // Record a documents row referencing the Documenso document. Local-fill
-  // Documenso owns the PDF and delivers signed copies via webhook (handled elsewhere).
+  // attaches the flattened PDF we stored; template-fill has no local file
+  // (Documenso owns the PDF; signed copy arrives via webhook).
   const [documentRecord] = await db
     .insert(documents)
     .values({
@@ -843,8 +1026,9 @@ async function generateAndSignViaDocumensoTemplate(
       clientId: context.clientId ?? null,
       interestId: context.interestId,
       documentType: 'eoi',
-      title: payload.title,
+      title: docTitle,
       status: 'sent',
+      fileId: localFileId,
       documensoId: documensoDoc.id,
       documensoNumericId: documensoDoc.numericId,
       isManualUpload: false,

src/lib/services/port-config.ts

@@ -49,6 +49,11 @@ export const SETTING_KEYS = {
   // timing-safe comparison.
   documensoWebhookSecret: 'documenso_webhook_secret',
   eoiDefaultPathway: 'eoi_default_pathway',
+  // EOI body-text fill method: 'local' (CRM fills + flattens the PDF, clean
+  // 12pt + multiline address wrap, Documenso signs only) vs 'documenso'
+  // (legacy: Documenso fills the template AcroForm fields and auto-sizes /
+  // clips them). Toggleable per-port in admin → Documenso.
+  eoiFillMethod: 'eoi_fill_method',
   // Identity of the developer + approver that the template's static
   // recipient slots get filled with. Old system hardcoded these
   // (David Mizrahi, Abbie May @ portnimara.com) but multi-port deploys
@@ -316,6 +321,16 @@ export interface PortDocumensoConfig {
   apiUrlSource: 'port' | 'global' | 'env' | 'default' | 'none';
   eoiTemplateId: number;
   defaultPathway: EoiPathway;
+  /**
+   * EOI body-text fill method:
+   * - 'local'    : CRM fills + flattens the source PDF (pdf-lib, fixed 12pt +
+   *                multiline address wrapping), then uploads the flattened PDF
+   *                to Documenso for signature placement only. Renders cleanly.
+   * - 'documenso': legacy — Documenso fills the template's AcroForm fields via
+   *                the template-generate API (auto-sizes the text → clips it).
+   * Toggleable per-port in admin → Documenso. Defaults to 'local'.
+   */
+  eoiFillMethod: 'local' | 'documenso';
   /** Documenso template recipient slot IDs (per-instance numeric). */
   clientRecipientId: number;
   developerRecipientId: number;
@@ -387,6 +402,7 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     developerRecipientId,
     approvalRecipientId,
     defaultPathway,
+    eoiFillMethod,
     developerName,
     developerEmail,
     approverName,
@@ -411,6 +427,7 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     readSetting<string | number>(SETTING_KEYS.documensoDeveloperRecipientId, portId),
     readSetting<string | number>(SETTING_KEYS.documensoApprovalRecipientId, portId),
     readSetting<EoiPathway>(SETTING_KEYS.eoiDefaultPathway, portId),
+    readSetting<'local' | 'documenso'>(SETTING_KEYS.eoiFillMethod, portId),
     readSetting<string>(SETTING_KEYS.documensoDeveloperName, portId),
     readSetting<string>(SETTING_KEYS.documensoDeveloperEmail, portId),
     readSetting<string>(SETTING_KEYS.documensoApproverName, portId),
@@ -464,6 +481,9 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     approvalRecipientId:
       toIntOrNull(approvalRecipientId) ?? env.DOCUMENSO_APPROVAL_RECIPIENT_ID ?? 0,
     defaultPathway: defaultPathway ?? 'documenso-template',
+    // Default to the local-fill method (clean render + address wrapping). Set
+    // to 'documenso' per-port to fall back to Documenso's template AcroForm fill.
+    eoiFillMethod: eoiFillMethod === 'documenso' ? 'documenso' : 'local',
     developerName: developerName ?? '',
     developerEmail: developerEmail ?? '',
     approverName: approverName ?? '',

src/lib/settings/registry.ts

@@ -204,6 +204,20 @@ export const REGISTRY: SettingEntry[] = [
     scope: 'port',
     defaultValue: 'documenso-template',
   },
+  {
+    key: 'eoi_fill_method',
+    section: 'documenso.templates',
+    label: 'EOI form fill method',
+    description:
+      "How the EOI's detail fields (name, address, yacht, berth) get filled in. Local fill (recommended) = the CRM fills + flattens the PDF itself at a fixed 12pt with multiline address wrapping, then sends it to Documenso for signatures only — text renders cleanly. Documenso template fill = Documenso fills the template's form fields and auto-sizes the text, which oversizes/clips long values. Both still go through Documenso for signing, branded emails, and embedded signing.",
+    type: 'radio',
+    options: [
+      { value: 'local', label: 'Local fill — clean text + address wrapping (recommended)' },
+      { value: 'documenso', label: 'Documenso template fill — legacy (may clip long values)' },
+    ],
+    scope: 'port',
+    defaultValue: 'local',
+  },
   {
     key: 'eoi_send_mode',
     section: 'documenso.templates',

tests/unit/services/documenso-place-fields.test.ts

@@ -40,6 +40,7 @@ function configurePort(version: 'v1' | 'v2'): void {
     apiVersion: version,
     eoiTemplateId: 8,
     defaultPathway: 'documenso-template',
+    eoiFillMethod: 'local',
     clientRecipientId: 192,
     developerRecipientId: 193,
     approvalRecipientId: 194,

tests/unit/services/eoi-signature-layout.test.ts

@@ -0,0 +1,44 @@
+import { describe, expect, it } from 'vitest';
+
+import { computeEoiSignatureLayout } from '@/lib/services/documenso-client';
+
+// The EOI moves from the Documenso *template* pathway (Documenso fills the
+// AcroForm detail fields and auto-sizes/clips them) to the in-app pathway:
+// we fill + flatten the PDF locally, upload it as a Documenso *document*, then
+// place ONLY the page-3 signature fields. This layout must match template 8's
+// six fields exactly (client: Signature/Name/Place-of-Signing/Date; developer:
+// Name/Signature) so the signed EOI looks identical. Coords are percent of page.
+describe('computeEoiSignatureLayout', () => {
+  const CLIENT = 101;
+  const DEV = 102;
+  const fields = computeEoiSignatureLayout(CLIENT, DEV);
+
+  it('produces exactly the 6 page-3 EOI signature fields', () => {
+    expect(fields).toHaveLength(6);
+    expect(fields.every((f) => f.pageNumber === 3)).toBe(true);
+  });
+
+  it('maps client recipient to Signature + Name + Place-of-Signing + Date', () => {
+    const client = fields.filter((f) => f.recipientId === CLIENT);
+    expect(client.map((f) => f.type).sort()).toEqual(['DATE', 'NAME', 'SIGNATURE', 'TEXT']);
+  });
+
+  it('maps developer recipient to Name + Signature only', () => {
+    const dev = fields.filter((f) => f.recipientId === DEV);
+    expect(dev.map((f) => f.type).sort()).toEqual(['NAME', 'SIGNATURE']);
+  });
+
+  it('carries the Place-of-Signing label + required so the signer is prompted', () => {
+    const place = fields.find((f) => f.recipientId === CLIENT && f.type === 'TEXT');
+    expect(place?.fieldMeta?.label).toBe('Place of Signing');
+    expect(place?.fieldMeta?.required).toBe(true);
+  });
+
+  it('positions fields at template-8 coordinates (page-3 signature block)', () => {
+    const sig = fields.find((f) => f.recipientId === CLIENT && f.type === 'SIGNATURE');
+    expect(sig?.pageX).toBeCloseTo(39.645, 2);
+    expect(sig?.pageY).toBeCloseTo(64.82, 1);
+    const devSig = fields.find((f) => f.recipientId === DEV && f.type === 'SIGNATURE');
+    expect(devSig?.pageY).toBeCloseTo(72.57, 1);
+  });
+});