Commit Graph

5 Commits

Author SHA1 Message Date
Paul Huliganga b2bbcac842 feat(issues): structured field-issue reporting throughout migration pipeline
Replaces flat warning strings with machine-readable FieldIssue objects
(code, field_name, message, severity) emitted during compose and surfaced
in all migration result paths via a new field_issues[] key.

Codes: CROSS_RECIPIENT_CONDITIONAL, UNSUPPORTED_OPERATOR, HIDE_ACTION,
MULTI_PREDICATE, INVALID_PARENT_TAB, FIELD_TYPE_SKIPPED, PARTIAL_FIELD_TYPE

Cross-recipient conditional detection: compose now builds a field→assignee
map and flags conditions where the trigger field belongs to a different
recipient — the main cause of the CONDITIONALTAB_HAS_INVALID_PARENT 400.

UI changes:
- Success rows with field_issues show ⚠️ icon + amber "partial" badge
- Results, History & Audit, and Template Detail history tab all show
  field issues grouped by code in collapsible sections within expanded rows

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 15:25:23 -04:00
Paul Huliganga 53eb206d89 fix(compose): strip invalid conditionalParentLabel refs before upload
DocuSign returns CONDITIONALTAB_HAS_INVALID_PARENT when a conditional tab
references a parent that doesn't exist or is a forbidden type (signature,
initial, auto-filled). Added _strip_invalid_conditionals() post-processing
pass that validates all conditionalParentLabel values against the actual
built tabs and removes any that won't pass DocuSign validation, logging a
warning for each. Also updated verify tests for the template role-fetch step.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 15:09:11 -04:00
Paul Huliganga 785107e8de feat: map Adobe Sign conditional logic to DocuSign conditionalParentLabel/Value
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>
2026-04-16 12:18:48 -04:00
Paul Huliganga e2e47f2662 feat: map Adobe STAMP field to DocuSign stampTabs
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>
2026-04-16 10:10:22 -04:00
Paul Huliganga 76568672d7 feat: core migration — Adobe Sign to DocuSign field mapping and composition
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>
2026-04-15 19:45:13 -04:00