Hardcoded "Signer" roleName caused envelopes to send without tags. Now
fetches template recipients first and assigns test recipient to every role,
falling back to "Signer" only if the template fetch fails.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend (web/routers/verify.py): POST /send (creates envelope from template),
GET /status/{id} (polls envelope state), POST /void/{id} (voids test envelope).
Registered in app.py. 7 tests passing.
Frontend (verification.js): table of migrated templates, Send Test button opens
dialog with pre-filled name/email from settings, polling every 5s, per-row
status updates (Sent → Delivered → Verified), Void button for cleanup.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend: add blockers[] and warnings[] to GET /api/templates/status. Calls
validate_template() on downloaded templates; returns empty lists if not
downloaded. 3 new tests (10 total, all passing).
Frontend (templates.js): filterable/sortable table with readiness badges
(Blocked/Caveats/Ready/Migrated/Needs Update), bulk-select toolbar,
per-row migrate/detail buttons, and template detail view with 3 tabs
(Overview, Issues, Migration History).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET /api/auth/adobe/connect: reads ADOBE_REFRESH_TOKEN from .env,
refreshes the access token, stores in session — no login required
- Falls back to OAuth dialog only if no .env credentials exist
- Restores DocuSign OAuth start/callback endpoints alongside JWT connect
- 33/33 tests passing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the DocuSign OAuth redirect flow with a direct JWT grant call
using credentials already in .env (same as the CLI). Clicking
"Connect DocuSign" now calls GET /api/auth/docusign/connect which calls
get_access_token() and stores the result in the session cookie.
No email sign-in required.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The Adobe Sign OAuth app has https://localhost:8080/callback registered
(same as CLI). The web UI now uses the same manual paste flow:
- GET /api/auth/adobe/url returns the auth URL for the frontend to open
- POST /api/auth/adobe/exchange accepts the full redirect URL the user
copies after authorizing, extracts the code, exchanges for tokens
- Dialog UI guides user through the 3-step process
DocuSign keeps its standard redirect callback flow unchanged.
31/31 tests passing.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Paul Huliganga