Matt
210748076f
Phase 2 of the comprehensive UAT round. Locked decisions from the
2026-05-26 question round (see docs/superpowers/audits/active-uat.md
"Decisions locked" block).
P2.1 — drop the inapp template pathway
Removed the dead pathway dropdown. Generate-from-template flow is
now exclusively documenso-template; the inapp (pdf-lib + CRM-render)
branch was never surfaced as a deliberate choice and was a config
trap. Server-side route still accepts pathway='inapp' for backcompat
with older clients - wizard now always sends 'documenso-template'.
P2.2 — delete the wizard's upload branch
Reps who want to upload a finished PDF go through the New-document
dropdown -> "Upload & send for signature" (UploadForSigningDialog,
the proper field-placement flow) instead of the wizard's
half-implemented upload sub-form. Wizard's Source section becomes
a one-line explainer + the template picker; no more redundant
radio-then-pathway-then-template layering.
P2.3 — per-port doc-type template defaults
New GET /api/v1/documents/template-defaults endpoint returns
{ eoi, contract, reservation_agreement } template ids from
getPortDocumensoConfig. Settings registry keys already existed for
contract + reservation; config + resolver already plumbed them.
CreateDocumentWizard now fetches the map on mount and auto-sets
templateId whenever documentType changes (empty picker OR currently
showing a different doc-type's default both get re-aligned). Admin
override via the picker still works.
P2.4 — surface flow 3 (mark signed offline) from the dropdown
NewDocumentMenu gains a 4th item: "Mark as signed (offline)".
Opens a small dialog that asks for the interest + doc type
(eoi/reservation/contract), then navigates to the matching
per-interest tab with ?tab=...&action=upload-signed query param.
Per-interest tabs are the single source of truth for the
pipeline-stage + doc-status side effects of the mark-signed flow;
the hub-level dropdown just routes the rep to the right place.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
44 lines
1.5 KiB
TypeScript
44 lines
1.5 KiB
TypeScript
import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse } from '@/lib/errors';
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import { getPortDocumensoConfig } from '@/lib/services/port-config';
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/**
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* GET `/api/v1/documents/template-defaults`
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*
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* Returns the per-port default Documenso template id keyed by
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* documentType. The CreateDocumentWizard reads this to auto-resolve
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* the template the rep doesn't have to remember — picking "EOI" /
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* "Reservation Agreement" / "Contract" defaults to the matching port
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* template id. Admins with the explicit perm can still override via
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* the DocumentTemplatePicker.
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*
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* Permission: documents.create — the only caller is the wizard which
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* already requires this permission to complete the flow. View-only
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* roles don't see the wizard at all.
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*
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* Response:
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* { data: { eoi: number | null, contract: number | null,
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* reservation_agreement: number | null } }
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*
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* `null` means no template configured for that doc type (rep must
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* pick one manually via the override picker).
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*/
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export const GET = withAuth(
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withPermission('documents', 'create', async (_req, ctx) => {
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try {
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const cfg = await getPortDocumensoConfig(ctx.portId);
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return NextResponse.json({
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data: {
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eoi: cfg.eoiTemplateId > 0 ? cfg.eoiTemplateId : null,
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contract: cfg.contractTemplateId,
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reservation_agreement: cfg.reservationTemplateId,
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},
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});
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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