architecture.md — full rewrite to reflect current v2 state:
- Accurate component map and pipeline stages
- Session lifecycle (server-side files, cookie signing, rotation)
- Multi-account DocuSign support flow
- Audit log record schema
- Batch job in-memory state caveat documented
- Security design table (log sanitizer, session signing, PDF checksums)
- Known limitations table (retry gaps, shard config, CI fixtures)
PRODUCT-SPEC.md — remove phantom migration_service.py and pdf_coords.py
that were in the original spec but never implemented; document where
pipeline orchestration actually lives
README.md — add Production deployment section covering:
- Reverse proxy / HTTPS requirement for OAuth callbacks
- Required env vars table
- SESSION_SECRET_KEY rotation procedure
- Adobe shard configuration (EU2 / NA1 / others via ADOBE_SIGN_BASE_URL)
- DocuSign sandbox-to-production switch
- Session store maintenance (stale file cleanup)
field-mapping.md — add Multi-Document Templates section explaining
documentId assignment, page number behaviour, and the known limitation
for multi-doc templates where page numbers are not rebased per document
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Reflects all implementation from this session: 7 post-redesign bug fixes
(routing, polling, branding, verification role names, conditional parent 400s,
failure UX, template detail history expand), and Phase 23 structured field
issue reporting end-to-end. Test count updated to 119/119.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adobe Sign conditionalAction (SHOW/EQUALS) is now translated to
DocuSign's conditionalParentLabel + conditionalParentValue on the
dependent tab, making conditional fields work in the migrated template.
For radio groups, conditionalParentLabel matches the radio group name.
Unsupported cases emit warnings rather than silently dropping conditions:
- HIDE action (no DocuSign equivalent — field left always visible)
- Non-EQUALS operators (skipped)
- Multi-predicate ANY/ALL (first EQUALS predicate used, rest ignored)
Also updates field-mapping.md: adds Conditional Logic Mapping table
and moves this item out of Known Gaps into documented behaviour.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adobe STAMP (hanko/seal) has a direct DocuSign equivalent via
stampTabs. Previously marked as skipped with no equivalent.
- compose_docusign_template.py: emit stampTabs for STAMP input type;
PARTICIPATION_STAMP remains skipped (still no equivalent)
- field-mapping.md: update STAMP row, add stampTabs to multi-location
non-merging list, add account feature prerequisite to Known Gaps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
README:
- Remove Node.js prerequisite (upload now handled by Python script)
- Complete .env template with all DocuSign JWT auth keys
- Add DocuSign consent step to setup instructions
- Update all script examples: download_templates subcommands, Python upload,
migrate_template.py replacing migrate_paul_template.py
- Update project structure to include all current src files
field-mapping.md:
- Replace incorrect coordinate translation note with confirmed behaviour:
both platforms use top-left origin, direct pass-through with MIN_TEXT_WIDTH floor
- Add dedicated Multi-location (Cloned) Fields section documenting tab merging
and which tab types support it
- Replace vague To Do items with accurate known gaps (conditional logic,
formula fields, advanced validation)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
compose_docusign_template.py — converts a downloaded template folder into a
DocuSign envelopeTemplate JSON ready for the Templates API. Key behaviours:
- Full field type mapping: TEXT_FIELD, SIGNATURE, CHECKBOX, RADIO, DROP_DOWN,
BLOCK, FILE_CHOOSER (with warning), INLINE_IMAGE (skipped with warning)
- contentType dispatch: SIGNER_NAME → fullNameTabs, SIGNER_EMAIL →
emailAddressTabs, SIGNATURE_DATE → dateSignedTabs, COMPANY/SIGNER_COMPANY →
companyTabs, TITLE/SIGNER_TITLE → titleTabs, DATA+NUMBER → numberTabs,
DATA+DATE → dateTabs, SIGNER_INITIALS → initialHereTabs
- Multi-location (cloned) fields: emits one tab per location with the same
tabLabel so DocuSign tab merging replicates Adobe Sign's sync behaviour
- Width/height passed through from Adobe Sign locations; MIN_TEXT_WIDTH=120pt
ensures text fields render as visible boxes rather than vertical lines
- Coordinate system: both platforms use top-left origin — no inversion needed
test_mapping.py — unit test harness validating tab grouping and field mapping.
field-mapping.md — full Adobe Sign → DocuSign tab type reference table with
edge cases, known gaps, and decision log.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Paul Huliganga