Matt 0ca9b2c3b5 feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping ...

EOI detail fields (address, name, yacht, berth) rendered oversized and
top-clipped because Documenso auto-sizes AcroForm text when *it* fills the
template (ignores the PDF's 12pt font; a taller box → bigger font → more clip,
and a 2-line address box renders huge). Proven: filling the same source PDF
locally at 12pt renders cleanly and wraps long addresses to a 2nd line.

Add a per-port `eoi_fill_method` setting (default `local`), toggleable in
admin → Documenso → Templates & signing pathway:
- local:     CRM fills + flattens the source PDF (pdf-lib, fixed 12pt +
             multiline address wrap), uploads the flattened PDF to Documenso,
             and places ONLY the 6 page-3 signature fields. Documenso never
             re-renders the body text → no clipping.
- documenso: legacy template AcroForm fill (auto-sizes/clips) — fallback only.

Both still flow through Documenso for signing, so branded invites, embedded
signing, webhooks, signer rows, and the EOI milestone are unchanged.

- computeEoiSignatureLayout(): 6 page-3 fields at template-8 coords (unit-tested)
- createDocument (v1): PUT bytes to Documenso's presigned uploadUrl (2.x v1-compat
  ignores the base64 field) so the uploaded document actually has content
- placeFields (v1): pass fieldMeta through so the Place-of-Signing TEXT field
  keeps its label/required

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

2026-06-25 02:48:11 +02:00

..

backup-destinations

feat(backup): full DR bundle export + admin-configurable offsite destinations

2026-06-04 11:23:42 +02:00

reports

fix(audit): financial — M19 (group-by-currency accumulation, full-precision rates), M23 (invoice money rounding + 0% discount), L25 (no silent unconverted/stale FX), L26 (companyNotes updatedAt)

2026-06-02 12:52:28 +02:00

active-interest.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

ai-budget.service.ts

fix(audit): AI — L8 (single recordAiUsage), L9 (budget-off warning), L10 (sanitize notes/subjects into prompt)

2026-06-02 12:59:16 +02:00

alert-engine.ts

chore(style): codebase em-dash sweep + minor layout polish

2026-05-04 22:57:01 +02:00

alert-rules.ts

feat(alerts): split interest.stale into worked-then-quiet + new-untouched (interest.no_activity)

2026-06-17 17:49:22 +02:00

alerts.service.ts

feat(alerts): always-visible dismiss/ack actions + Dismiss all (service, endpoint, UI)

2026-06-17 17:53:12 +02:00

analytics.service.ts

fix(uat): dashboard snapshots current-state, pulse-chip gate, phone display, chip width

2026-06-03 18:27:56 +02:00

audit-search.service.ts

feat(search): full-platform search overhaul + view tracking + notes bucket

2026-05-07 20:58:34 +02:00

audit.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

backup-destinations.service.ts

feat(backup): full DR bundle export + admin-configurable offsite destinations

2026-06-04 11:23:42 +02:00

backup-export.service.ts

feat(backup): full DR bundle export + admin-configurable offsite destinations

2026-06-04 11:23:42 +02:00

backup.service.ts

feat(backup): full DR bundle export + admin-configurable offsite destinations

2026-06-04 11:23:42 +02:00

berth-heat.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

berth-import.ts

fix(audit): post-review hardening across phases 0-7

2026-05-05 04:07:03 +02:00

berth-pdf-parser.ts

fix(berths): CM-2 — robust purchase-price extraction (clean-token + magnitude floor)

2026-06-19 10:30:12 +02:00

berth-pdf.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

berth-price-reconcile.service.ts

feat(berths): CM-2 — bulk price-reconcile service (parse + apply)

2026-06-19 10:33:40 +02:00

berth-recommender.service.ts

fix(audit): berth rules/recommender — M4 (bundle-wide status), M5 (berth_unlinked target), M20/L27 (interest_berths invariant + cross-port guard), L3 (recommender stage-scale), L4 (dead branch)

2026-06-02 12:59:12 +02:00

berth-rules-engine.ts

feat(berths): website auto-promote toggle + manual-override soft-pin priority

2026-06-02 20:10:04 +02:00

berth-tenancies.service.ts

fix(audit): residential/tenancies — M28 (unified stage validation), M29 (explicit-disable wins), L31 (active-tenancy warning), L32 (socket event + saveStages tx)

2026-06-02 13:18:28 +02:00

berths.service.ts

feat(berths): website auto-promote toggle + manual-override soft-pin priority

2026-06-02 20:10:04 +02:00

bootstrap.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

brochures.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

client-archive-dossier.service.ts

feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)

2026-05-25 15:09:35 +02:00

client-archive.service.ts

fix(audit): H5 — keep yacht ownership-history ledger consistent on archive/restore

2026-06-02 12:24:46 +02:00

client-groups.service.ts

feat(client-groups): CM-1 data layer — groups entity, membership, service, Mailchimp scaffold

2026-06-18 22:28:20 +02:00

client-hard-delete.service.ts

fix(audit): GDPR/merge — M6 (drop false merge-reversibility claims), M7 (GDPR export adds 4 PII tables), L14 (docstring), L15 (hard-delete breadcrumb note)

2026-06-02 13:07:21 +02:00

client-merge.service.ts

fix(audit): GDPR/merge — M6 (drop false merge-reversibility claims), M7 (GDPR export adds 4 PII tables), L14 (docstring), L15 (hard-delete breadcrumb note)

2026-06-02 13:07:21 +02:00

client-restore.service.ts

fix(audit): berth rules/recommender — M4 (bundle-wide status), M5 (berth_unlinked target), M20/L27 (interest_berths invariant + cross-port guard), L3 (recommender stage-scale), L4 (dead branch)

2026-06-02 12:59:12 +02:00

clients.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

companies.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

company-memberships.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

crm-invite.service.ts

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

currency.ts

fix(audit): financial — M19 (group-by-currency accumulation, full-precision rates), M23 (invoice money rounding + 0% discount), L25 (no silent unconverted/stale FX), L26 (companyNotes updatedAt)

2026-06-02 12:52:28 +02:00

custom-document-upload.service.ts

feat(documenso-audit-phase-1): persist documensoId early + preflight + state machine + reconciliation + tests

2026-05-26 21:09:50 +02:00

custom-fields.service.ts

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

dashboard-report-data.service.ts

fix(audit): H1 (webhook redirect SSRF), H6 (berth-status case), H7 (residential notes URL)

2026-06-02 12:03:35 +02:00

dashboard-report-widgets.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

dashboard.service.ts

feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)

2026-05-25 15:09:35 +02:00

deal-health.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

documenso-client.ts

feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping

2026-06-25 02:48:11 +02:00

documenso-payload.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

documenso-signers.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

documenso-template-sync.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

documenso-webhook.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-field-detector.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-folders.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-import.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-reminders.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-sends.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

document-signing-emails.service.ts

feat(signing): internal "who signed" + completion email alerts to configurable recipients

2026-06-24 21:38:22 +02:00

document-templates.service.ts

feat(document-templates): delete TipTap-to-pdfme bridge

2026-05-12 21:11:23 +02:00

document-templates.ts

feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping

2026-06-25 02:48:11 +02:00

documents.service.ts

feat(signing): internal "who signed" + completion email alerts to configurable recipients

2026-06-24 21:38:22 +02:00

email-accounts.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

email-compose.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

email-draft.service.ts

chore(style): codebase em-dash sweep + minor layout polish

2026-05-04 22:57:01 +02:00

email-routing.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

email-threads.service.ts

fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep

2026-05-05 20:18:05 +02:00

entity-activity.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

entity-tags.helper.ts

chore(style): codebase em-dash sweep + minor layout polish

2026-05-04 22:57:01 +02:00

eoi-context.ts

feat(interests): CM-2 Part B — EOI/doc generation honours berth price override

2026-06-19 10:41:42 +02:00

eoi-overrides.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

error-events.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

expense-dedup.service.ts

feat(audit): extend AuditAction enum + audit logging on alerts + expense dedup

2026-05-06 14:57:24 +02:00

expense-export.tsx

fix(audit): H10 — neutralize CSV formula injection in expense + audit exports

2026-06-02 12:18:07 +02:00

expense-ocr.service.ts

chore(style): codebase em-dash sweep + minor layout polish

2026-05-04 22:57:01 +02:00

expense-pdf.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

expenses-module.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

expenses.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

external-eoi.service.ts

fix(signing): route paper-signed reservation/contract uploads to the right doc type

2026-06-01 21:28:04 +02:00

external-signing.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

files.ts

fix(audit): M24 — reserve 'branding'/'avatar' file categories from the upload/update API

2026-06-02 13:18:24 +02:00

form-templates.service.ts

fix(audit-tier-4): tenant-isolation defense-in-depth

2026-05-05 20:48:13 +02:00

gdpr-bundle-builder.ts

fix(audit): GDPR/merge — M6 (drop false merge-reversibility claims), M7 (GDPR export adds 4 PII tables), L14 (docstring), L15 (hard-delete breadcrumb note)

2026-06-02 13:07:21 +02:00

gdpr-export.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

image-normalize.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

inquiries.service.ts

feat(inquiries): list/get/triage/convert service + API routes (find-or-create client)

2026-06-17 18:09:59 +02:00

inquiry-notifications.service.ts

feat(intake): CRM-owned website inquiry emails + in-app notifications

2026-06-02 17:22:08 +02:00

interest-berths.service.ts

feat(interests): CM-2 Part B — interest_berths price override (data + resolver)

2026-06-19 10:40:17 +02:00

interest-contact-log.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

interest-scoring.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

interests.service.ts

feat(crm): client-meeting batch — contact-pill cleanup, assignment toggle, receipt manual mode

2026-06-18 21:42:36 +02:00

invoices-module.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

invoices.ts

fix(audit): financial — M19 (group-by-currency accumulation, full-precision rates), M23 (invoice money rounding + 0% discount), L25 (no silent unconverted/stale FX), L26 (companyNotes updatedAt)

2026-06-02 12:52:28 +02:00

list-report-data.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

logo.service.ts

feat(branding): port logo upload pipeline for internal PDFs

2026-05-12 20:51:49 +02:00

mailchimp.service.ts

feat(client-groups): CM-1 data layer — groups entity, membership, service, Mailchimp scaffold

2026-06-18 22:28:20 +02:00

maintenance-module.service.ts

feat(berths): inline spec-PDF preview, manual-pin badge, maintenance module toggle, under-offer popover

2026-06-03 19:15:04 +02:00

next-in-line-notify.service.ts

feat(berths): ship Waiting List + Maintenance Log tabs

2026-06-01 21:55:04 +02:00

notes.service.ts

fix(audit): financial — M19 (group-by-currency accumulation, full-precision rates), M23 (invoice money rounding + 0% discount), L25 (no silent unconverted/stale FX), L26 (companyNotes updatedAt)

2026-06-02 12:52:28 +02:00

notification-digest.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

notification-recipients.ts

feat(intake): structured notification-recipient resolver (emails/users/roles/everyone)

2026-06-02 17:28:48 +02:00

notifications.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

ocr-config.service.ts

feat(crm): client-meeting batch — contact-pill cleanup, assignment toggle, receipt manual mode

2026-06-18 21:42:36 +02:00

ocr-providers.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

onboarding.service.ts

feat(uat-b1): ship Wave A-E of Bucket 1 audit findings

2026-05-25 03:40:37 +02:00

payments.service.ts

fix(audit): interests/pipeline — M1 (outcome terminal guard), M3 (single-UPDATE + milestone gating), L1 (dead 'completed'), L2 (nurturing edge), L24 (deposit re-lock on refund)

2026-06-02 12:52:24 +02:00

port-config.ts

feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping

2026-06-25 02:48:11 +02:00

portal-auth.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

portal.service.ts

feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)

2026-05-25 15:09:35 +02:00

ports.service.ts

fix(ports): list ports in creation order so the primary port leads

2026-06-03 00:51:12 +02:00

proxies.service.ts

feat(proxies): CM-9 backend — polymorphic point-of-contact + resolver

2026-06-18 23:54:47 +02:00

public-berths.ts

feat(berths): website auto-promote toggle + manual-override soft-pin priority

2026-06-02 20:10:04 +02:00

public-interest.service.ts

fix(audit): berth rules/recommender — M4 (bundle-wide status), M5 (berth_unlinked target), M20/L27 (interest_berths invariant + cross-port guard), L3 (recommender stage-scale), L4 (dead branch)

2026-06-02 12:59:12 +02:00

qualification.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

recently-viewed.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

recommendations.ts

chore(style): codebase em-dash sweep + minor layout polish

2026-05-04 22:57:01 +02:00

record-export.tsx

fix(audit-wave-9): PDF correctness + brand asset hardening (pdf-auditor)

2026-05-13 12:07:57 +02:00

reminders.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

report-generators.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

report-math.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

report-render.service.ts

fix(audit): reports workers — M9 (no duplicate scheduled emails), L5 (idempotent render artefacts), L6 (atomic schedule claim), L7 (per-port notification From)

2026-06-02 13:07:30 +02:00

report-runs.service.ts

fix(audit): H11 — gate cross-port coverBrandPortId in report runs

2026-06-02 12:18:11 +02:00

report-schedules.service.ts

feat(reports-p2): CRUD layer for report_runs + report_schedules

2026-05-25 14:26:18 +02:00

report-templates.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

reports.service.tsx

fix(audit): reports workers — M9 (no duplicate scheduled emails), L5 (idempotent render artefacts), L6 (atomic schedule claim), L7 (per-port notification From)

2026-06-02 13:07:30 +02:00

reservation-agreement-context.ts

feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)

2026-05-25 15:09:35 +02:00

residential-module.service.ts

feat(residential-toggle): port-level module gate for Residential

2026-05-31 18:49:16 +02:00

residential-stages.service.ts

fix(audit): residential/tenancies — M28 (unified stage validation), M29 (explicit-disable wins), L31 (active-tenancy warning), L32 (socket event + saveStages tx)

2026-06-02 13:18:28 +02:00

residential.service.ts

fix(audit): residential/tenancies — M28 (unified stage validation), M29 (explicit-disable wins), L31 (active-tenancy warning), L32 (socket event + saveStages tx)

2026-06-02 13:18:28 +02:00

roles.service.ts

refactor(services): centralize AuditMeta + transactional setEntityTags helper

2026-04-29 01:58:42 +02:00

sales-email-config.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

saved-views.service.ts

chore: prettier format pass on branch files

2026-05-11 13:01:47 +02:00

search-nav-catalog.ts

chore(launch-prep): hide unfinished report/import surfaces, defer big builds

2026-06-01 16:39:51 +02:00

search.service.ts

feat(residential-toggle): port-level module gate for Residential

2026-05-31 18:49:16 +02:00

settings.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

signing-automation.service.ts

feat(automate-signing): one-click invitation kickoff + auto cascade + completion broadcast

2026-05-26 21:29:05 +02:00

storage.ts

fix(audit-wave-11): asset hygiene + datetime correctness

2026-05-13 12:58:58 +02:00

supplemental-forms.service.ts

feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

2026-05-27 22:42:37 +02:00

system-monitoring.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

tags.service.ts

refactor(services): centralize AuditMeta + transactional setEntityTags helper

2026-04-29 01:58:42 +02:00

tenancies-module.service.ts

fix(audit): residential/tenancies — M28 (unified stage validation), M29 (explicit-disable wins), L31 (active-tenancy warning), L32 (socket event + saveStages tx)

2026-06-02 13:18:28 +02:00

tenancy-reports.service.ts

feat(tenancies-p7): 4 module-gated dashboard widgets

2026-05-25 15:34:43 +02:00

tracked-links.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

umami.service.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

users.service.ts

feat(admin): single Sales role, welcome-email password setup, Director=sales

2026-06-22 12:40:55 +02:00

webhook-dispatch.ts

chore(autonomous-session): consolidate uncommitted work from prior session

2026-05-23 00:52:59 +02:00

webhook-event-map.ts

feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)

2026-05-25 15:09:35 +02:00

webhooks.service.ts

fix(audit): webhook cluster — M21 (test-send isActive), M22 (cross-tenant dead-letter), L28 (ipv6 SSRF), L29 (rebind doc), L30 (replay event-time)

2026-06-02 12:40:41 +02:00

website-intake-email.service.ts

feat(intake): structured notification-recipient resolver (emails/users/roles/everyone)

2026-06-02 17:28:48 +02:00

website-intake-fields.ts

feat(intake): CRM-owned website inquiry emails + in-app notifications

2026-06-02 17:22:08 +02:00

website-intake-promote.service.ts

feat(berths): website auto-promote toggle + manual-override soft-pin priority

2026-06-02 20:10:04 +02:00

yachts.service.ts

fix(audit): H5 — keep yacht ownership-history ledger consistent on archive/restore

2026-06-02 12:24:46 +02:00