Files
pn-new-crm/scripts/tunnel-url.sh
Matt b6c27b506d feat(documenso-audit-phase-1): persist documensoId early + preflight + state machine + reconciliation + tests
Phase 1 of the comprehensive Documenso upload audit per the
2026-05-26 locked-decisions block in docs/superpowers/audits/active-uat.md.

P1.1 — persist documensoId immediately after create
Was set only at the late `status: 'sent'` commit. Any throw between
documensoCreate and the late update left an orphaned Documenso
envelope the CRM had no link to. Now the UPDATE runs right after
documensoCreate succeeds; rollback paths can find and void the
envelope.

P1.2 — pre-flight validation hard-blocks Submit
UploadForSigningDialog computes a submissionErrors memo over
recipients + fields. Submit button disabled when errors > 0. Inline
amber summary lists every issue (missing email, invalid email,
missing name, field assigned to non-existent recipient, no fields
placed). Service layer mirrors the same email + name checks so
direct API hits reject early. No override path per locked decision.

P1.3 — cancel/delete affordance audit + sweep
Document-list per-row Delete + Send for Signing actions now:
- Wrapped in PermissionGate (documents.delete + send_for_signing).
- Surface toast on success + toastError on failure (were silently
  swallowing errors).
- Use a broader predicate-based query invalidation so every doc
  list across the app refreshes, not just the local key.
EOI tab Regenerate + Cancel EOI buttons + reservation/contract
tab Cancel buttons wrapped in PermissionGate (documents.edit, the
cancel route's auth check).

P1.4 — Documenso webhook URL auto-PATCH (env-gated)
scripts/update-documenso-webhook.ts written. Reads
DEV_AUTO_UPDATE_DOCUMENSO_WEBHOOK env flag (when 1, runs; otherwise
no-op). Lists every webhook on the Documenso instance via v2 (with
v1 fallback), identifies webhooks pointing at trycloudflare.com
hosts OR /api/webhooks/documenso paths, PATCHes them to the new
tunnel URL. scripts/tunnel-url.sh chains the script after the URL
print so a re-tunnel auto-rotates the webhook (when flag set).

P1.5 — state-machine refactor with rollbackTo() helper
custom-document-upload.service.ts:
- Single try around create → send → place steps.
- state.step tracks which step is current; state.documensoDocId
  records the envelope id once we have it.
- rollbackTo(reason) composes the recovery: status='cancelled' on
  the CRM row, documensoVoidSafe on the envelope when applicable.
  Idempotent — calling twice is safe.
- Removes three independent try/catches.

P1.6 — recipient ↔ Documenso identity reconciliation
After documensoSend, validates every distinct email we sent
appears in sentDoc.recipients. If Documenso silently dropped one,
a ConflictError fires before field placement so the rollback path
triggers. Explicit message names the missing emails for the rep.

P1.7 — vitest extension + per-failure audit-log entries
- 5 new vitest cases (blank email, whitespace email, malformed
  email, blank name, duplicate-emails-OK semantic).
- rollbackTo writes a structured audit_log entry with failedStep,
  documensoEnvelopeId, errorClass, errorMessage. Post-mortem
  investigation has structured data instead of just logger lines.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 21:09:50 +02:00

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2.4 KiB
Bash

#!/usr/bin/env bash
# Print the current Cloudflare quick-tunnel URL, or a clear status line
# if the launchd job isn't running.
#
# Usage:
# ./scripts/tunnel-url.sh # print URL or status
# ./scripts/tunnel-url.sh --copy # print URL and copy to clipboard
#
# Paired with the launchd plist at:
# ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist
#
# Quick ops:
# launchctl load ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # start
# launchctl unload ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # stop
# launchctl kickstart -k gui/$(id -u)/solutions.letsbe.pn-crm-tunnel # restart (NEW URL)
set -euo pipefail
LOG_FILE="$HOME/Library/Logs/pn-crm-tunnel.err.log"
LABEL="solutions.letsbe.pn-crm-tunnel"
if ! launchctl print "gui/$(id -u)/$LABEL" >/dev/null 2>&1; then
echo "Tunnel is not loaded. Start with:"
echo " launchctl load ~/Library/LaunchAgents/$LABEL.plist"
exit 1
fi
if [[ ! -f "$LOG_FILE" ]]; then
echo "Tunnel job is loaded but hasn't produced a log yet. Try again in a few seconds."
exit 1
fi
# cloudflared prints the public URL once on startup, like:
# https://<words>.trycloudflare.com
# Take the most recent occurrence so a restart-then-rerun picks the
# current one rather than a stale earlier line.
URL=$(grep -Eo 'https://[a-z0-9-]+\.trycloudflare\.com' "$LOG_FILE" | tail -1 || true)
if [[ -z "$URL" ]]; then
echo "Tunnel is running but no URL has appeared in the log yet."
echo "Tail it: tail -f $LOG_FILE"
exit 1
fi
echo "$URL"
echo "$URL/api/webhooks/documenso ← paste this into Documenso webhook settings"
if [[ "${1:-}" == "--copy" ]]; then
printf "%s/api/webhooks/documenso" "$URL" | pbcopy
echo "(webhook URL copied to clipboard)"
fi
# Auto-PATCH Documenso's webhook URL when the env flag is set. Gated so
# production ports can never have their webhook rotated by a stale dev
# script. The TS script reads DOCUMENSO_API_URL + DOCUMENSO_API_KEY +
# DOCUMENSO_API_VERSION from .env and updates every webhook whose URL
# already points at our path OR at any *.trycloudflare.com host.
if [[ "${DEV_AUTO_UPDATE_DOCUMENSO_WEBHOOK:-}" == "1" ]]; then
echo ""
echo "DEV_AUTO_UPDATE_DOCUMENSO_WEBHOOK=1 — updating Documenso webhook(s)…"
cd "$(dirname "$0")/.." || exit 1
DEV_AUTO_UPDATE_DOCUMENSO_WEBHOOK=1 \
pnpm tsx scripts/update-documenso-webhook.ts "$URL"
fi