feat(interests): upload externally-signed EOI (paper / non-Documenso)
Sales reps need to file EOIs that were signed outside Documenso — on paper, in person at a boat show, or via an alternate e-sign vendor. Until now the EOI flow assumed Documenso was the only path. - external-eoi.service.uploadExternallySignedEoi creates BOTH the document row AND the signed-file record in one shot. Document is marked isManualUpload=true with status=completed and signedFileId set. Distinct from the existing uploadSignedManually which augments a document row that came from the Documenso pathway. - POST /api/v1/interests/[id]/external-eoi accepts multipart with the PDF + optional title + signedAt date + comma-separated signer names + free-text notes. Gated on documents.upload_signed permission. - Interest stage auto-advances to eoi_signed (only when the interest is currently at or before eoi_sent — past that, just file the doc). - The signing date, signer names, and any notes are captured into document_events.eventData + the audit_log metadata so the audit trail records who said the document was signed and when. - ExternalEoiUploadDialog renders a small modal: file picker, title override, signed-date (defaults to today), comma-separated signer names, notes. Wired into interest-detail-header behind an Upload icon button (gated on documents.upload_signed). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -13,6 +13,7 @@ import {
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MessageCircle,
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Phone,
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AlarmClock,
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Upload,
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} from 'lucide-react';
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import Link from 'next/link';
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@@ -23,6 +24,7 @@ import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog
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import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
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import { InlineStagePicker } from '@/components/interests/inline-stage-picker';
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import { InterestOutcomeDialog } from '@/components/interests/interest-outcome-dialog';
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import { apiFetch } from '@/lib/api/client';
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@@ -102,6 +104,7 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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const [editOpen, setEditOpen] = useState(false);
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const [archiveOpen, setArchiveOpen] = useState(false);
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const [outcomeDialog, setOutcomeDialog] = useState<null | 'won' | 'lost'>(null);
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const [externalEoiOpen, setExternalEoiOpen] = useState(false);
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const isArchived = !!interest.archivedAt;
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const outcomeBadge = resolveOutcomeBadge(interest.outcome);
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@@ -376,6 +379,20 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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</>
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)}
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</PermissionGate>
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<PermissionGate resource="documents" action="upload_signed">
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<button
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type="button"
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onClick={() => setExternalEoiOpen(true)}
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aria-label="Upload externally-signed EOI"
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title="Upload externally-signed EOI (paper / outside Documenso)"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-foreground/5 hover:text-foreground',
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)}
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>
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<Upload className="size-4" />
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</button>
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</PermissionGate>
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<PermissionGate resource="interests" action="edit">
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<button
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type="button"
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@@ -439,6 +456,12 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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}}
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isLoading={archiveMutation.isPending || restoreMutation.isPending}
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/>
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<ExternalEoiUploadDialog
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open={externalEoiOpen}
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onOpenChange={setExternalEoiOpen}
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interestId={interest.id}
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/>
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</>
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);
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}
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