KamoCRM

Market agreements — signer roles, locked Fill From fields, pinned source PDF, completion by context (MS phase D)

FeatureESigService
Shipped
November 14, 2026 at 9:13 PM UTC
Author
Kamo
Commit
4533d54

- Template signer slots carry a role (Borrower, Co-Borrower n, Loan Officer, Lender, Customer) and "only when there is one"; validated on save. - Envelopes bind signers by role first; strictRoles refuses an unfilled required role or a role with no slot before any row or invite. - mergeValues fills "Fill From" fields (design field `merge`): stored on the envelope, shown read-only (bound), a submit changing one is refused (422), and the flattener draws them from the envelope. - Each envelope pins the exact stored PDF it was sent with (img_dat id + content-address sha); a later edit or a replaced file never changes what is signed. - POST /api/esig/templates/summary: a document collection's agreements with role coverage and field counts. - EsignLegalPackageNotifier generalized to EsignCompletionNotifier: EMPLOYMENT_OFFER -> DocsService; DISCLOSURE, LOAN_AGREEMENT, SUBSCRIPTION_AGREEMENT, ACCOUNT_AGREEMENT -> SecurityService; on signature and on decoder.

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