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