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pn-new-crm/src/app/(dashboard)/[portSlug]/admin/documenso/page.tsx
Matt 7f04c765f4
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fix(crm): inquiry detail polish, EOI preview mime, EOI next-step, documenso v1 banner
- inquiries: format triage badges with labels (Open/Assigned/Converted/Dismissed),
  surface the lead's free-text message for every kind, and gate the raw-payload
  tab to super admins (was exposing raw JSON to all users)
- file preview: fall back to the server-resolved mime (getPreviewUrl already
  returns it) so files whose stored name lacks a .pdf extension — e.g.
  migration-backfilled signed EOIs — render instead of "preview not supported"
- interest overview: a signed EOI left at stage=eoi no longer shows as
  "NEXT STEP"; completion ordering rolls the next step to Reservation (display
  only, no pipeline_stage change)
- documenso admin: warning banner discouraging the deprecated v1 API + what
  breaks on it

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 17:36:35 +02:00

244 lines
13 KiB
TypeScript

import { CheckCircle2, Info } from 'lucide-react';
import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
import { DocumensoTestButton } from '@/components/admin/documenso/documenso-test-button';
import { EmbeddedSigningCard } from '@/components/admin/documenso/embedded-signing-card';
import { TemplateSyncButton } from '@/components/admin/documenso/template-sync-button';
import { WebhookHealthCard } from '@/components/admin/documenso/webhook-health-card';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { WarningCallout } from '@/components/ui/warning-callout';
// All field arrays removed - every Documenso setting now flows through
// `RegistryDrivenForm`, which surfaces the env-fallback / port / global
// source badge on each field. The settings themselves live in
// `src/lib/settings/registry.ts` under sections `documenso.api` /
// `.signers` / `.templates` / `.behavior`.
export default function DocumensoSettingsPage() {
return (
<div className="space-y-6">
<PageHeader
title="Signing service (Documenso)"
description="API credentials, signer identities, templates, and signing behaviour for every document the CRM puts out for signature (EOI, reservation, contract, custom uploads). Use the test-connection button to verify a saved configuration before relying on it."
/>
<WarningCallout title="Use Documenso v2, not v1 (v1 API is deprecated)">
<p>
The CRM&apos;s signing features are built for Documenso 2.x (v2). Set the API version
below to <strong>v1</strong> only if this port still points at a Documenso 1.13.x server.
Be aware these CRM functions <strong>do not work (or run degraded)</strong> on v1:
</p>
<ul className="ms-4 mt-1 list-disc space-y-1">
<li>
<strong>Editing an envelope after it is created</strong> (title, subject, redirect URL):
hard-fails, because v1 has no <code>/envelope/update</code> endpoint.
</li>
<li>
<strong>Upload-and-send contracts / reservations</strong> fall back to v1&apos;s
per-field placement: page size is assumed to be A4, and rich field metadata (required
flags, NUMBER min/max, CHECKBOX / DROPDOWN / RADIO option lists) is dropped.
</li>
<li>
<strong>One-call send with per-recipient signing links</strong>,{' '}
<strong>sequential signing enforcement</strong>, and the{' '}
<strong>v2 webhook events</strong> (recipient viewed / signed, declined, reminder sent)
are unavailable or ignored on v1.
</li>
</ul>
<p className="mt-1">
Recommended: upgrade the Documenso server to 2.x, then set the API version to v2 and run
the test-connection button to confirm.
</p>
</WarningCallout>
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-base">
<Info className="h-4 w-4" aria-hidden="true" />
v1 vs v2 - what changes when you flip the API version
</CardTitle>
</CardHeader>
<CardContent className="space-y-4 text-sm">
<p className="text-muted-foreground">
The CRM supports both Documenso 1.13.x (v1) and 2.x (v2). v1 is the default for
backwards compatibility. v2 is recommended for new ports and unlocks the features below.
Switching versions does <strong>not</strong> require any code changes - version-aware
client methods pick the right endpoint per port. Switch, save, then run the
test-connection button to confirm the chosen instance is actually on the matching
Documenso version.
</p>
<div className="rounded-md border border-border bg-muted/40 p-3">
<p className="mb-2 text-xs font-semibold uppercase tracking-wider text-muted-foreground">
v2-only capabilities the CRM already uses when you pick v2
</p>
<ul className="space-y-1.5">
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Bulk field placement.</strong> One API call per envelope vs. v1&apos;s
per-field POST loop. Faster contract generation, fewer transient retries on
multi-field uploaded contracts.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Percent-based field coordinates.</strong> No page-dimension lookup needed
- coordinates are portable across page sizes. v1 requires us to assume A4 for
auto-placed fields.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Richer field metadata.</strong> TEXT labels &amp; required flags, NUMBER
min/max + format, CHECKBOX/DROPDOWN/RADIO option lists with defaults - all ignored
by v1, surfaced by v2 in the signing UI.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>v2-flavoured webhook events.</strong> <code>RECIPIENT_VIEWED</code>,{' '}
<code>RECIPIENT_SIGNED</code>, <code>DOCUMENT_RECIPIENT_COMPLETED</code>,{' '}
<code>DOCUMENT_DECLINED</code>, <code>DOCUMENT_REMINDER_SENT</code> - all routed
through the same dedup + audit pipeline as v1 events.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Envelope CRUD endpoints.</strong> <code>GET</code>, <code>DELETE</code>,
<code>POST /envelope/create</code> (multipart),{' '}
<code>POST /envelope/distribute</code>, <code>POST /envelope/redistribute</code>,{' '}
<code>GET /envelope/{'{id}'}/download</code> - all routed through{' '}
<code>/api/v2/envelope/...</code> when v2 is selected. The template-generate path
is intentionally still v1 (relies on Documenso 2.x&apos;s backward-compat window -
see the deferred-roadmap below).
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>One-call send.</strong> v2&apos;s <code>/envelope/distribute</code>{' '}
returns per-recipient <code>signingUrl</code> in the same response - v1 requires a
separate GET to fetch them. Faster send flow on the rep side.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Sequential signing enforcement.</strong> Pick SEQUENTIAL in the &quot;v2
signing behaviour&quot; card below and Documenso 2.x refuses to email recipient
N+1 until recipient N has signed. Eliminates the &quot;approver signed before the
developer did&quot; race on EOIs.
</span>
</li>
<li className="flex items-start gap-2">
<CheckCircle2
className="mt-0.5 h-4 w-4 shrink-0 text-emerald-600"
aria-hidden="true"
/>
<span>
<strong>Post-signing redirect URL.</strong> Set in the &quot;v2 signing
behaviour&quot; card; Documenso redirects the signer to that URL after they
complete signing. Use to land clients on the marketing site&apos;s success page or
back in the portal instead of Documenso&apos;s default thank-you page. (v1 honours
this too - listed here because the admin setting was added with the v2 work.)
</span>
</li>
</ul>
</div>
<div className="rounded-md border border-amber-200 bg-amber-50/60 p-3 dark:border-amber-900/40 dark:bg-amber-950/30">
<p className="mb-2 text-xs font-semibold uppercase tracking-wider text-amber-700 dark:text-amber-400">
v2 capabilities deferred (would need new code paths)
</p>
<ul className="space-y-1.5 text-muted-foreground">
<li>
<strong>
Single-shot <code>/template/use</code>
</strong>{' '}
with v2 <code>prefillFields</code> by ID - current EOI flow uses{' '}
<code>/api/v1/templates/{'{id}'}/generate-document</code> with{' '}
<code>formValues</code> keyed by name. v2 instances accept both during their
backward-compat window; full migration requires per-template field-ID capture in
admin settings.
</li>
<li>
<strong>
Update envelope metadata after creation (<code>/envelope/update</code>)
</strong>{' '}
- change title / subject / redirectUrl on a doc already in DRAFT/PENDING without
re-generating.
</li>
<li>
<strong>Non-SIGNER recipient roles (CC / VIEWER)</strong> - APPROVER role is already
used by the EOI template; CC + VIEWER not yet exposed in the recipient builder.
Useful for sales managers who want a copy without a signature slot.
</li>
</ul>
<p className="mt-2 text-xs text-muted-foreground">
Sequential signing and post-signing redirect URL <strong>are now wired</strong> - see
the new &quot;v2 signing behaviour&quot; card below to configure them.
</p>
</div>
</CardContent>
</Card>
<RegistryDrivenForm
title="Documenso API"
description="Per-port API credentials. AES-encrypted at rest. Leave blank to inherit from the env fallback (badged below each field)."
sections={['documenso.api']}
extra={<DocumensoTestButton />}
/>
<RegistryDrivenForm
sections={['documenso.behavior']}
title="Signing behaviour"
description="Cross-cutting settings that apply to EOIs + uploaded contracts/reservations. Sequential signing is v2-only (v1 instances ignore it). Redirect URL is honoured by both v1 and v2 instances."
/>
<RegistryDrivenForm
sections={['documenso.signers']}
title="Signers (developer + approver)"
description="Identity bound to the developer (signing order 2) and approver (signing order 3) slots in your Documenso templates. Leave name + email blank to fall through to whatever you set on the Documenso template itself; set them here to override the template's stored values at send time. Recipient IDs are populated automatically by 'Sync from Documenso' below. Linking a CRM user is optional - when set, the platform fires an in-CRM notification for that user when it's their turn to sign."
/>
<RegistryDrivenForm
sections={['documenso.templates']}
title="Templates & signing pathway"
description="Default pathway, template IDs, and email behaviour for EOIs, reservations, and contracts. Recipient + field discovery happens via 'Sync from Documenso' below - that also populates the EOI template ID for you. Most ports leave the reservation/contract template IDs blank because those are typically drafted per interest and uploaded for signing; set them only if you maintain standardised Documenso templates for them."
extra={<TemplateSyncButton />}
/>
<EmbeddedSigningCard />
<WebhookHealthCard />
</div>
);
}