Files
pn-new-crm/tests
Matt 33d0426911 feat(documenso-phase-3): custom document upload-to-Documenso
Backend foundation for the Contract + Reservation signing flows. The
existing tab placeholders point at a "send for signing" CTA that had
no code behind it; this commit lands the service + endpoint that the
Phase 4 drag-drop UI will POST to.

Files added:
- lib/services/custom-document-upload.service.ts — orchestrates the
  full PDF → Documenso → local-state-update flow:
    1. Magic-byte verifies the PDF (defense vs. mislabelled bytes —
       same posture as berth-pdf + brochures).
    2. Stores the source PDF via getStorageBackend(), works on s3 +
       filesystem backends. Auto-files into the client's entity folder
       when resolvable.
    3. Inserts the documents row (status=draft → sent), with the file
       FK + interest link + clientId snapshot.
    4. Documenso round-trip via createDocument → sendDocument →
       placeFields. Per-port apiVersion drives v1 vs v2 (existing
       client handles both — v1: /api/v1/documents; v2: envelope/create
       multipart). meta.signingOrder + redirectUrl flow through.
    5. Captures recipient signingUrl + token into document_signers so
       the Phase 2 cascade picks them up.
    6. Auto-send first invitation when port.eoi_send_mode === 'auto';
       stamps invitedAt to suppress duplicate cascades.
    7. Advances pipeline stage to contract_sent.

- app/api/v1/interests/[id]/upload-for-signing/route.ts — multipart
  POST endpoint. Zod-validates recipients (≤20), fields (≤200), PDF
  size (≤50MB), all 11 Documenso field types. Permission-gated by
  documents.send_for_signing + interests.edit (matches the
  external-eoi precedent — the auto-advance side-effect is
  interest-mutating).

Files modified: none — keeps the existing tab placeholders as the
entry point; Phase 4 builds the drag-drop UI on top.

Validation contract pinned by 8 unit tests covering: empty recipient
list, empty field list, empty/oversized PDF, non-PDF magic bytes,
out-of-range + negative recipientIndex, duplicate signingOrder.

The heavy paths (storage put, Documenso HTTP, signer update) are
exercised by the existing realapi Playwright project — no new
realapi specs added because the contract-upload UI doesn't exist yet
to drive them.

Verified against Documenso API spec (v1 OpenAPI + v2 docs via
Context7): recipients[].token is on the Recipient model in both
versions; webhook payloads echo the same shape so the Phase 2 token-
match handler works against custom-uploaded docs without changes.

Tests: 1326 → 1334 ; tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 13:52:21 +02:00
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