feat(documenso): rejection reason + poll fallback + rollback hardening + recipient UX

Documenso reliability + signer-UX bundle from the 2026-05-26 live UAT.
Each piece detailed in docs/superpowers/audits/active-uat.md with full
file:line + root cause + alternatives.

Webhook + poll convergence
- DocumensoRecipient (webhook payload type) gains rejectionReason +
  declineReason. The DOCUMENT_REJECTED / DOCUMENT_DECLINED handler
  coalesces them at the boundary so downstream code sees one stable
  field. Empty/whitespace normalised to null.
- DocumensoDocument.recipients[] (normalized client output) gains
  rejectionReason. normalizeDocument coalesces v2 + v1 field names the
  same way so poller consumers see identical shape.
- handleDocumentRejected signature gains rejectionReason. Stored on
  document_events.eventData, persisted in audit_logs metadata, quoted
  inline in the in-CRM rep notification (truncated 120 chars; full
  reason still on the audit row). New 'transfer' AuditAction added
  alongside.
- signature-poll job now handles REJECTED / DECLINED. Previously only
  SIGNED / COMPLETED / EXPIRED were reconciled, so a missed rejection
  webhook (stale tunnel URL is the typical dev cause) left documents
  stuck in 'sent' forever. The 5-min poll cycle now closes that gap —
  webhook becomes an optimisation, not a correctness requirement.

placeFields rollback gap
- custom-document-upload.service moved the synchronous field-placement
  map() INSIDE the same try/catch that wraps placeFields(). Previously
  the map's throw bubbled past the catch-and-rollback block, leaving
  Documenso with a live envelope + recipients but no fields, and the
  CRM document row stuck in 'sent' with no signing UI for the signers.
  Logger captures looked-up email + map keys on miss for diagnosis.
- Comment documents Documenso's by-email dedupe semantic so future
  readers don't reintroduce the per-recipient-row map assumption.

UploadForSigningDialog recipient UX
- New RECIPIENT_ROLE_META + RecipientRoleBadge helpers. Placement-step
  sidebar list rebuilt as a two-line layout (name + role badge / email
  on its own line) so duplicate-named recipients are visually
  distinguishable. FieldSidePanel dropdown SelectItem mirrors the same
  stacked shape.
- "Recipient" label renamed to "Assign this field to" with an explainer
  paragraph below.

SigningProgress copy-link parity
- Copy-link button now always renders for pending signers (disabled +
  explainer tooltip when signingUrl not yet issued). Reps can copy
  even when the URL hasn't been distributed via email yet.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-26 20:06:12 +02:00
parent 2f1eba3e57
commit cae5d39607
8 changed files with 231 additions and 50 deletions

View File

@@ -97,6 +97,13 @@ type DocumensoRecipient = {
token?: string | null;
signingToken?: string | null;
signingUrl?: string | null;
/** Free-text reason the recipient typed into Documenso's reject dialog.
* v2 payloads carry `rejectionReason`; some 1.x payloads use the
* legacy `declineReason` field name. Either way we surface the
* cleartext to the rep so they don't have to log into Documenso to
* see why a deal stalled. */
rejectionReason?: string | null;
declineReason?: string | null;
};
type DocumensoWebhookBody = {
@@ -279,9 +286,18 @@ async function handleDocumensoWebhook(req: NextRequest): Promise<NextResponse> {
const rejecting = recipients.find(
(r) => r.signingStatus === 'REJECTED' || r.signingStatus === 'DECLINED',
);
// Documenso uses two field names across versions: v2
// `rejectionReason`, some 1.x payloads `declineReason`. Coalesce
// so handlers downstream see one stable field. Empty string
// (vs null) normalised to null so the UI's "no reason given"
// copy fires consistently.
const rawReason = rejecting?.rejectionReason ?? rejecting?.declineReason ?? null;
const rejectionReason =
rawReason && rawReason.trim().length > 0 ? rawReason.trim() : null;
await handleDocumentRejected({
documentId: documensoId,
recipientEmail: rejecting?.email,
rejectionReason,
signatureHash,
...portScope,
});