Reps no longer have to copy/paste UUIDs into the New-document wizard.
Three UUID inputs replaced:
- Template id Input → DocumentTemplatePicker (queries /api/v1/document-templates
with name search; filters to isActive=true)
- Uploaded file id Input → inline FileUploadZone (drop or browse PDF; surfaces
the uploaded file id directly to the wizard via the new onUploadComplete
signature)
- Subject id Input → conditional picker: ClientPicker / CompanyPicker /
YachtPicker / InterestPicker depending on the subject-type dropdown.
Reservation falls back to Input for now (no ReservationPicker yet).
Other polish in the wizard:
- SIGNER_ROLES labels capitalized in the role select (client → Client, etc.)
via a formatSignerRole() helper. Internal values stay lowercase.
- Pinned h-9 on Select triggers so the type/subject row + signer-role select
vertically align with their adjacent inputs.
- Subject-type change now resets subjectId — picker options are type-specific
and a stale id from a different entity table would be invalid.
Infrastructure for hub uploads (will be consumed in a follow-up dropdown +
drag-drop pass):
- /api/v1/files/upload route now parses folderId from FormData (schema
already supported it).
- FileUploadZone accepts a folderId prop and forwards it, plus a new
onUploadComplete(file) callback shape that surfaces { id, filename } on
each successful upload. Existing per-entity callers (Files tab on clients,
companies, yachts, interests) ignore the arg, no behaviour change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:
* 38 client components / 56 toast.error sites converted to
toastError(err) so the new admin error inspector becomes usable from
user-reported issues — every failed inline-edit, save, send, archive,
upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
the existing AppError subclasses. Adds new error codes:
DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
(client-merge "already been merged", expense/interest "couldn't find
that …", documenso "signing service didn't respond").
Test status: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Implements createFromWizard and createFromUpload service paths covering
the documenso-template, in-app, and upload pathways. Persists subject
FK, signers, watchers, and the per-document reminder controls
(remindersDisabled / reminderCadenceOverride) introduced in PR1. New
POST /api/v1/documents/wizard route and a functional /documents/new UI
with type/source/template/signers/reminders sections. Drag-handle
reorder, watcher autocomplete picker, and PDF preview defer to the
PR10 polish sweep.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
