Closes a gap exposed by the comms safety audit: the existing
EMAIL_REDIRECT_TO env var only redirected outbound SMTP via the
sendEmail() bottleneck. Two channels still leaked when set:
1. Documenso e-signature recipients — Documenso's own server emails
them on our behalf, so SMTP redirect doesn't help. We were sending
real client emails to the Documenso REST API, which would then
deliver to the real client.
2. Outbound webhooks — fire from the BullMQ worker to user-configured
URLs. SSRF guard blocks internal hosts but doesn't pause production
endpoints.
Documenso (src/lib/services/documenso-client.ts):
- createDocument: rewrite every recipient.email to EMAIL_REDIRECT_TO
and prefix the recipient.name with the original email so the doc
is traceable.
- generateDocumentFromTemplate: same treatment for both v1.13
formValues.*Email keys and v2.x recipients[]. The redirect happens
BEFORE the API call, so even Documenso's own retry logic can't
reach the original recipient.
- Both paths log when they redirect so it's visible in dev.
Webhooks (src/lib/queue/workers/webhooks.ts):
- When EMAIL_REDIRECT_TO is set, short-circuit the dispatch and write
a `dead_letter` row with reason "Skipped: EMAIL_REDIRECT_TO is set,
outbound comms paused." so the attempt is still visible in the
deliveries listing.
Doc:
docs/operations/outbound-comms-safety.md catalogs every outbound
comms channel (email, Documenso, webhooks, WhatsApp/phone deep-links,
SMS-not-implemented) and explains how each one respects the env flag.
Includes a verification checklist to run before any production data
import + cutover steps for going live.
Single env var EMAIL_REDIRECT_TO now reliably pauses ALL automated
outbound comms. Unset for production.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds DOCUMENSO_API_VERSION env (default v1) plus per-port override.
Introduces placeFields, placeDefaultSignatureFields, and voidDocument
that hide v1 (per-field POST, pixel coords) vs v2 (bulk POST, percent +
fieldMeta) differences. cancelDocument now voids in Documenso first and
treats transient void failures as recoverable so the CRM stays the
system of record. 16 unit specs cover dispatch, layout math, idempotent
404, and v1 pixel conversion.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The documenso-template pathway was returning 201 with documensoId=null
because Documenso 2.x renamed `id` → `documentId` and recipient `id` →
`recipientId` in its API responses. Our DocumensoDocument interface
still expected the legacy v1.13 shape, so destructuring silently yielded
undefined and the documents row got NULL'd.
- Add normalizeDocument() in documenso-client that reads either field
name and surfaces the legacy `id` form downstream consumers expect
- Apply normalization at every callsite that returns DocumensoDocument
(createDocument, generateDocumentFromTemplate, sendDocument, getDocument)
- New realapi Playwright project (opt-in: --project=realapi) targeting
tests/e2e/realapi/, with 2-min timeout for real-network calls
- New spec: documenso-real-api.spec.ts seeds client/yacht/berth/interest
via the v1 API, fires generate-and-sign through the documenso-template
pathway, asserts the response carries a documensoId, then GETs the
document directly from Documenso to confirm it exists with PENDING
status and recipients populated
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
generateAndSign now accepts a `pathway` parameter:
- `inapp` (existing): resolve in-app template -> pdfme -> MinIO -> Documenso
createDocument + sendDocument.
- `documenso-template` (new): build EOI context from interestId, assemble
the Documenso template payload, and call Documenso's
/api/v1/templates/{id}/generate-document. Documenso owns the PDF; we
still record a documents row for tracking.
Adds generateDocumentFromTemplate helper to the Documenso client and new
env vars (DOCUMENSO_TEMPLATE_ID_EOI + client/developer/approval recipient
IDs) with defaults matching the legacy flow. Covered by 6 new integration
tests (637/637 green).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
