Commit Graph

3 Commits

Author SHA1 Message Date
Paul Huliganga 780099172f docs: update README and field-mapping to reflect current codebase
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>
2026-04-16 01:17:26 -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
Paul Huliganga b9a4e75da9 Initial project scaffold (Cleo) 2026-04-14 19:21:17 -04:00