Commit Graph

17 Commits

Author SHA1 Message Date
Paul Huliganga c22d26bcf6 Use migration history for template issue summaries 2026-04-23 10:01:24 -04:00
Paul Huliganga 447a89923a docs: comprehensive project documentation update
architecture.md — full rewrite to reflect current v2 state:
  - Accurate component map and pipeline stages
  - Session lifecycle (server-side files, cookie signing, rotation)
  - Multi-account DocuSign support flow
  - Audit log record schema
  - Batch job in-memory state caveat documented
  - Security design table (log sanitizer, session signing, PDF checksums)
  - Known limitations table (retry gaps, shard config, CI fixtures)

PRODUCT-SPEC.md — remove phantom migration_service.py and pdf_coords.py
  that were in the original spec but never implemented; document where
  pipeline orchestration actually lives

README.md — add Production deployment section covering:
  - Reverse proxy / HTTPS requirement for OAuth callbacks
  - Required env vars table
  - SESSION_SECRET_KEY rotation procedure
  - Adobe shard configuration (EU2 / NA1 / others via ADOBE_SIGN_BASE_URL)
  - DocuSign sandbox-to-production switch
  - Session store maintenance (stale file cleanup)

field-mapping.md — add Multi-Document Templates section explaining
  documentId assignment, page number behaviour, and the known limitation
  for multi-doc templates where page numbers are not rebased per document

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-23 09:51:38 -04:00
Paul Huliganga 210f273c05 Show field mapping caveats in template issues 2026-04-23 09:15:49 -04:00
Paul Huliganga eb9ce84001 Add multi-user web auth sessions 2026-04-21 21:05:15 -04:00
Paul Huliganga dd7a041820 docs: add Oracle VM deploy cheat sheet 2026-04-21 17:10:58 -04:00
Paul Huliganga 7258984386 docs: add Oracle VM deployment guide 2026-04-21 17:09:17 -04:00
Paul Huliganga 15c50f05e3 docs: update README, field-mapping, and EXECUTION-BOARD for Phase 23 and post-redesign fixes
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>
2026-04-21 15:34:06 -04:00
Paul Huliganga 0dcf7193e0 feat(ui-phase-22): smoke test checklist, README update, execution board
118/118 backend tests passing (108 original + 7 verify + 3 templates).
UI-SMOKE-TEST.md: 11-section manual checklist covering project switcher,
auth, templates, dry run, real migration, issues view, verification,
history, and settings.
README: new Web UI section with navigation table, 7-step workflow guide,
and project/customer context explanation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 11:43:44 -04:00
Paul Huliganga 89382537b1 docs(ui-redesign): implementation plan for Phases 14–22 + execution board update
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>
2026-04-21 10:37:46 -04:00
Paul Huliganga aa5ab4b653 fix(ui-mockup): replace approximated logo with official Docusign SVG
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>
2026-04-21 10:14:59 -04:00
Paul Huliganga 64b33357cf feat(ui-mockup): interactive migration console mockup with Docusign 2024 brand
Full multi-screen interactive HTML mockup for the Adobe Sign → Docusign
migration tool UI redesign. Built from scratch based on UX analysis of
the migration workflow.

Screens:
- Dashboard: migration progress stats, attention-required blockers,
  recent activity, overall progress bar
- Templates: paginated table (500+ scale), readiness badges
  (Ready/Caveats/Blocked/Migrated), multi-select bulk operations,
  filter tabs by status
- Template Detail: 4-tab view — Overview (recipients, DS target),
  Field Mapping (per-field Adobe→DS tab mapping with ✓/⚠/✕),
  Issues & Caveats (per-issue severity + manual fix guidance),
  Verification (post-migration test envelope results)
- Migration Results: per-template expandable result cards with
  warnings listed explicitly, blocked templates with fix guidance
- Issues & Warnings: aggregated view across all templates
- Verification: test envelope queue with configurable test recipient
- History & Audit: full migration run log with export
- Settings: platform connections, verification config (test
  recipient name/email, auto-void timer, API-only vs full envelope),
  Migration Project context

Key UX decisions documented:
- Readiness badge surfaces problem templates BEFORE migration attempt
- Workflow follows: Connect → Discover → Analyze → Execute → Verify
- Logs demoted to History; Issues promoted to primary nav
- Migration Project model for multi-customer support (project switcher
  modal with customer switcher — per-session but project-persistent)
- Unsupported features (conditional HIDE, calculated fields, JS
  validators) shown per-template with actionable fix guidance

Docusign 2024 brand applied:
- Wordmark: "docusign" all lowercase (April 2024 rebrand)
- Nexus icon: two converging lobe shapes (Mist + Cobalt) forming
  the inkwell / "shape of an agreement"
- Inkwell #130032 nav, Cobalt #4C00FF CTAs, Ecru #F8F3F0 background,
  Poppy #FF5252 errors, Mist #CBC2FF highlights
- Source: brand.docusign.com official guidelines

Also adds the original Blueprint .docx for reference.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 10:02:30 -04:00
Paul Huliganga 342e8c3471 feat(phases-8-13): blueprint alignment — normalized schema, validation, migration options, retry, security, batch
Phase 8: Normalized intermediate schema (src/models/normalized_template.py, src/services/mapping_service.py)
  - Platform-agnostic NormalizedTemplate as pipeline bridge
  - PDF SHA-256 checksums computed during normalization
  - 13 tests passing

Phase 9: Validation service + report builder (src/services/validation_service.py, src/reports/report_builder.py)
  - Blockers (no recipients, no documents) halt migration
  - Warnings (no fields, unassigned roles, unsupported features) logged
  - Structured MigrationReport with per-template status
  - 20 tests passing

Phase 10: Migration options API (web/routers/migrate.py)
  - source_template_ids, dry_run, overwrite_if_exists, include_documents options
  - Backward compatible with legacy adobe_template_ids field
  - 7 tests passing

Phase 11: Retry with exponential backoff (src/utils/retry.py)
  - retry_with_backoff and async_retry_with_backoff decorators
  - 429/5xx detection via check_response_retryable
  - 14 tests passing

Phase 12: Security hardening (src/utils/log_sanitizer.py)
  - SanitizingFilter redacts tokens, JWTs, base64 PDF content from logs
  - 15 tests passing

Phase 13: Batch migration API
  - POST /api/migrate/batch — async background job with job_id
  - GET /api/migrate/batch/{job_id} — poll progress and results
  - 6 tests passing

Full suite: 108/108 tests passing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 02:19:38 -04:00
Paul Huliganga 39982008d3 Add latest migration files and validation outputs 2026-04-20 01:12:46 -04:00
Paul Huliganga f78a50282a docs: update README with web UI + upsert docs; add CLAUDE.md and AGENT-INSTRUCTIONS
- README.md: web UI setup/usage, --force-create flag, running tests, full project structure
- CLAUDE.md: definition of done (code + tests + README + board + push)
- docs/agent-harness/AGENT-INSTRUCTIONS.md: expanded with DoD, test strategy, doc conventions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 15:06:50 -04:00
Paul Huliganga 51f532f452 feat: idempotent upload + FastAPI web UI with full test coverage
Phase 1 — Idempotent upload:
- upload_docusign_template.py now upserts: PUT if template with same name
  exists (most recently modified), POST otherwise
- --force-create flag to bypass upsert

Phase 2-6 — FastAPI web UI:
- web/app.py: FastAPI app with /health, static file serving
- web/routers/auth.py: Adobe Sign + DocuSign OAuth start/callback/disconnect
- web/routers/templates.py: template listing + migration status badges
  (not_migrated / migrated / needs_update)
- web/routers/migrate.py: POST /api/migrate pipeline + GET /api/migrate/history
- web/static/: vanilla HTML/CSS/JS side-by-side template browser UI

Phase 7 — Tests (29/29 passing):
- test_upload_upsert.py: 4 upsert unit tests
- test_api_health/auth/templates/migrate.py: full API coverage
- test_e2e.py: 7-step full pipeline end-to-end test
- test_regression.py: compose output vs snapshots for 3 real templates
- conftest.py: --update-snapshots CLI option

Docs: IMPLEMENTATION-PLAN.md, updated EXECUTION-BOARD.md + architecture.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 14:47:27 -04:00
Paul Huliganga e30e9d4f14 docs: README, platform quirks, validation notes, and sample reference data
README.md — rewritten to reflect actual usage: setup, auth flows, CLI
commands for all three scripts, and links to field-mapping and quirks docs.

tests/PLATFORM-QUIRKS.md — documents confirmed bugs and API quirks found
during development: numberTabs rendering as text+validation (DocuSign API
bug), multi-location field fix, zero-width tab fix, Company/Title contentType
SIGNER_ prefix variant from Adobe Sign API.

tests/ — SCENARIOS, EDGE-CASES, FIELD-TYPE-REGRESSION test planning docs.

validation/ — research notes: field eval, mapping ambiguity log, decision
log, conditional logic analysis, round-trip eval, DocuSign ingest eval.

docs/architecture.md — system architecture overview.
api-samples.md — annotated Adobe Sign API response examples.
PRODUCT-SPEC.md — product requirements and migration scope definition.
sample-templates/ — JSON fixtures (NDA, onboarding, sales contract) for
offline testing; PDFs excluded from version control.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 19:45:46 -04:00
Paul Huliganga b9a4e75da9 Initial project scaffold (Cleo) 2026-04-14 19:21:17 -04:00