Files
pn-new-crm/tests/integration
Matt Ciaccio f4ec51002c feat(eoi): template-aware generate-EOI dialog
The EOI dialog now lists "Documenso Standard EOI" (default) plus any
seeded in-app EOI templates and routes the submit to the dual-path
generate-and-sign endpoint with the correct pathway:

  - "documenso-template" sentinel id → pathway: documenso-template
  - any other template id → pathway: inapp

Signers are derived server-side from EoiContext for both pathways when
the template type is EOI (interest's client + hardcoded developer +
approver), so the dialog doesn't collect them. Non-EOI templates still
require explicit signers.

Drops the legacy `client.yachtLengthFt` prerequisite check (yacht is now
a first-class entity) and replaces it with hasYacht based on
interest.yachtId. Tests updated; 646/646 green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:42:08 +02:00
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