fix(crm): inquiry detail polish, EOI preview mime, EOI next-step, documenso v1 banner
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- inquiries: format triage badges with labels (Open/Assigned/Converted/Dismissed),
  surface the lead's free-text message for every kind, and gate the raw-payload
  tab to super admins (was exposing raw JSON to all users)
- file preview: fall back to the server-resolved mime (getPreviewUrl already
  returns it) so files whose stored name lacks a .pdf extension — e.g.
  migration-backfilled signed EOIs — render instead of "preview not supported"
- interest overview: a signed EOI left at stage=eoi no longer shows as
  "NEXT STEP"; completion ordering rolls the next step to Reservation (display
  only, no pipeline_stage change)
- documenso admin: warning banner discouraging the deprecated v1 API + what
  breaks on it

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-18 17:36:35 +02:00
parent 4d018be800
commit 7f04c765f4
5 changed files with 75 additions and 8 deletions

View File

@@ -7,6 +7,7 @@ import { TemplateSyncButton } from '@/components/admin/documenso/template-sync-b
import { WebhookHealthCard } from '@/components/admin/documenso/webhook-health-card';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { WarningCallout } from '@/components/ui/warning-callout';
// All field arrays removed - every Documenso setting now flows through
// `RegistryDrivenForm`, which surfaces the env-fallback / port / global
@@ -22,6 +23,35 @@ export default function DocumensoSettingsPage() {
description="API credentials, signer identities, templates, and signing behaviour for every document the CRM puts out for signature (EOI, reservation, contract, custom uploads). Use the test-connection button to verify a saved configuration before relying on it."
/>
<WarningCallout title="Use Documenso v2, not v1 (v1 API is deprecated)">
<p>
The CRM&apos;s signing features are built for Documenso 2.x (v2). Set the API version
below to <strong>v1</strong> only if this port still points at a Documenso 1.13.x server.
Be aware these CRM functions <strong>do not work (or run degraded)</strong> on v1:
</p>
<ul className="ms-4 mt-1 list-disc space-y-1">
<li>
<strong>Editing an envelope after it is created</strong> (title, subject, redirect URL):
hard-fails, because v1 has no <code>/envelope/update</code> endpoint.
</li>
<li>
<strong>Upload-and-send contracts / reservations</strong> fall back to v1&apos;s
per-field placement: page size is assumed to be A4, and rich field metadata (required
flags, NUMBER min/max, CHECKBOX / DROPDOWN / RADIO option lists) is dropped.
</li>
<li>
<strong>One-call send with per-recipient signing links</strong>,{' '}
<strong>sequential signing enforcement</strong>, and the{' '}
<strong>v2 webhook events</strong> (recipient viewed / signed, declined, reminder sent)
are unavailable or ignored on v1.
</li>
</ul>
<p className="mt-1">
Recommended: upgrade the Documenso server to 2.x, then set the API version to v2 and run
the test-connection button to confirm.
</p>
</WarningCallout>
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-base">