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>
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>
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>
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>
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 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>
Full UI redesign plan covering 9 phases: app shell, project/customer context,
templates view with readiness badges, migration workflow, issues view,
verification (with new verify API), history/audit, settings, and smoke test
checklist. Only backend additions are Phase 16 (blockers/warnings in status
endpoint) and Phase 19 (verify router). All other phases are frontend-only.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Embedded the official Docusign full-color vector logo sourced from
Wikimedia Commons (Docusign_Full_Color.svg, viewBox 0 0 1200 241.4).
Wordmark paths changed to fill="#FFFFFF" for visibility on the Inkwell
(#130032) nav bar; Nexus icon retains brand colors (Cobalt #4C00FF,
Poppy #FF5252, white document shape). Brand name corrected to "docusign"
(capital D, lowercase s per 2024 rebrand).
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>
Paul Huliganga