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>
Rows with errors, blockers, or warnings now show a '▶ click for details'
hint and expand inline on click, matching the behaviour in History & Audit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Failed/blocked rows now show the error message or first blocker in small
red text below the template name. On completion, if any templates failed
a count + "select View Results for details" hint appears above the footer.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
DocuSign rate-limit guidance discourages polling more than once per 15 min
in production. For this manual quick-test flow, 30s intervals with a 5-min
ceiling is a reasonable middle ground. Production should migrate to DS Connect
(webhooks). Timed-out envelopes show an amber badge with Send Again action.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend returns "completed" but pollJob only checked "done"/"complete",
causing infinite polling and oscillating UI state.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
parts.slice(0,3) was returning the full path as base; should be slice(0,2)
so '#/templates/abc123' yields base='#/templates', param='abc123'.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GET /api/auth/{adobe,docusign}/connect and /disconnect — not POST.
api.js was calling them with POST, causing 405 Method Not Allowed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three sections: Verification (test recipient name/email, auto-void timer),
Migration Defaults (overwrite toggle, include documents toggle), Connections
(read-only auth status + account IDs from /api/auth/status). Save writes to
localStorage key 'migrator_settings'. Values pre-read by migration options
modal and verification send dialog.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Filterable by template name, status (success/error/dry_run/skipped), and
date range. Sortable by all columns. Expandable rows show blockers/warnings.
Checksum displayed as first 8 chars with full hash on hover tooltip.
Client-side CSV export. 50 records per page with prev/next pagination.
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>
Dedicated view surfacing all templates with blockers (migration will fail)
and warnings (migration with caveats). Each blocker item shows all error
messages; each warning item has a Migrate Anyway button and View Detail link.
Nav badge count driven by state.issueCount (updated when templates load).
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>
Projects stored in localStorage (key: migrator_projects). CRUD: create,
list, setActive, delete. Switcher modal opens automatically on first run
when no projects exist. Active project name displayed in nav footer and
project button. Deleting a project requires confirmation.
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