Commit Graph

7 Commits

Author SHA1 Message Date
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 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 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 b9a4e75da9 Initial project scaffold (Cleo) 2026-04-14 19:21:17 -04:00