ConnorYoh d0d197f09f Procurement: draft Enterprise Agreement + signature, legal pages & consent, quote/agreement split (#7021)
Consolidates the enterprise procurement and legal work into one PR off
`main`. Supersedes #7020 (closed; every commit from it is contained
here). Sits on top of PAYG prepaid bundles (#7032) and the `--color-*` →
`--c-*` portal token rename.

## Why

Enterprise procurement was a mock. The stage screens read from a fake
state machine, the "agreement" was prose hardcoded in a component, and
nothing a buyer did was recorded anywhere. To actually sell to an
enterprise we need three things it didn't have: a real document they can
read and sign, a record that proves they signed that exact version, and
a licence that flips when they pay.

## What

**The agreement is a real versioned document**

- Registry at `resources/legal/manifest.json` +
`legal/<id>/<version>/*.md`. Publishing a new version is a markdown file
and a manifest bump, no code change. `@`-prefixed parts are generated
sections.
- `AgreementAssembler` builds MSA (Part A) + generated Order Form (Part
B) + DPA (Part C) as one document. Only the Order Form varies per deal.
- `AgreementPdfRenderer` goes through our own pipeline (commonmark →
`FileToPdf`/WeasyPrint), so we dogfood it.
- Immutable signature record pinning document id and version, a SHA-256
of the exact rendered markdown, the variable snapshot, typed signatory
details, timestamp and IP.

**Legal document pages and consent logging**

- `GET /api/v1/legal/{docId}` serves any registry document; a viewer
modal renders it with a draft badge. The SLA exhibit is viewable for the
first time.
- `legal_consent` + `POST /api/v1/legal/consent`. EULA clickwrap is
recorded once: at trial start, or at the quote step only if there was no
trial.

**Quote and Agreement are separate steps**

The quote step is a plain itemised review (figures, renewal, PO) with
download and "Accept quote". Accepting advances to the agreement and
does not charge Stripe. Signing the agreement is still the commitment
point.

**One quote number**

We no longer mint our own reference. The Stripe quote number is the
identifier everywhere, so the UI and the memo can't disagree.
`quote_number` is nullable until Stripe assigns it at finalisation
(`20260808000000`).

**Payment takes the deal live**

`invoice.paid` on the stripe-webhook moves the deal to live and the UI
reflects it. Nothing watched for payment before, so a paid customer sat
in "payment" forever. Needs `invoice.paid` enabled on the webhook
endpoint in the Stripe dashboard.

**Security**

Any signup could self-issue a $0 enterprise licence, from three things
compounding: leader-on-signup, no entitlement gate, and no ACV floor.
So: `startTrial` now has a stage guard (it was replacing committed
licences), the offline `.lic` is gated on entitlement, the ACV floor is
enforced before the quote persists, and the air-gap check reads the
quote's deployment rather than the deal's. Invitee emails are redacted
in logs. Dev and Storybook were hitting real Stripe; both now route
through `resolveDemoResponse`.

**Removed the dead procurement island**

The original stage-by-stage page survived the rebuild with no route and
no consumer, so it was invisible to review but still cost a reader's
time. 16 unreferenced files, 182 lines of superseded API, 53 orphaned
en-US keys, and `Procurement.css` from 1665 to 968 lines. Nothing
deleted had a live consumer.

## Screenshots

Home, deal underway (hero card footer):

<!-- home-in-procurement.png -->

Quote builder, step 1:

<!-- quote-builder.png -->

Agreement, ready to sign:

<!-- agreement-signing.png -->

Payment and live:

<!-- stage-payment.png / stage-live.png -->

## How to test

**Storybook** covers every state without a backend:

```bash
cd frontend && npm run storybook
```

Then `Portal/Procurement/*`:

| Story | What to look at |
| --- | --- |
| `DealStatusHero` — Trial / Quote / Agreement / Payment / Live | One
hero per stage: progress band, one-line status, stage CTA |
| `QuoteBuilder` — Default | 4 steps. Users + volume drive the price;
Governance and PDF size are multipliers; step 4 is the itemised review |
| `ProcurementAgreement` — Default / Signing | Header actions,
always-visible scrollbar on the paper, one-line signature row |
| `ProcurementStages` — Payment / Live / License | "View & pay invoice"
opens Stripe directly; licence key and `.lic` download |
| `Views/Home` — Subscribed In Procurement | The hero in real page
context |

Note: `ProcurementAgreement` renders "Could not load the agreement" in
Storybook because it fetches the document from the backend. The chrome
is accurate, the paper body needs the app.

**Full flow** needs SaaS running and a linked team:

1. Home → **Explore enterprise** → trial setup (deployment + seats).
EULA is recorded here.
2. **Build your quote** → 4 steps → Generate. Buyer details are required
first.
3. Review the itemised quote → **Accept quote**. Confirm Stripe was
*not* charged.
4. Agreement → tick, fill signatory, **Sign agreement**. Check
`procurement_signature` for the version and content hash.
5. **View & pay invoice** → pay in Stripe test mode → deal should move
to live on the `invoice.paid` webhook.

Worth reviewing specifically: the licence cannot be issued without
entitlement (step 3 before payment), and `startTrial` on an
already-committed deal is rejected rather than overwriting.

## Verification

- `:saas compileJava` + `spotlessJavaCheck`
- `task frontend:check:all` green end to end: 9 typecheck variants,
eslint at zero warnings, `theme-lint`, `lint:css`, prettier, build,
**1656 tests across 188 files**
- 7 deno tests on the `invoice.paid` handler, covering all four shapes
Stripe uses for the subscription reference

## Open, not addressed here

- **The commercial model contradicts itself in three places.** The Order
Form says annual-in-advance, the MSA §2.3/§3.2 implies otherwise, the
quote engine computes `tcv = annualNet × termYears` flat, and Stripe
only invoices one year. Needs a decision before this is customer-facing.
- The 25 MB data-processing increments vs the ×1.4/×2.4 size multiplier,
deferred pending Matt.
- All legal text is **draft**. It renders with a draft badge and is not
presented as executed; counsel's read is still a publish gate.
- `{{subprocessor_url}}` / `{{eula_url}}` awaiting marketing's final
links.
- `frontend-a11y` is red on pre-existing portal contrast debt, deferred
by decision.

## Schema notes

Two migrations land on the SaaS side (`v3`), both applied by that repo's
PR CI:

- `20260808000000` drops the NOT NULL on
`procurement_quote.quote_number`, which is required rather than cosmetic
— the number now comes from Stripe at finalisation, so a draft holds
NULL, and `ddl-auto` cannot drop an existing NOT NULL itself.
- `20260809000000` adds `procurement_deal.last_paid_invoice_id`,
nullable.

Nothing here needs a migration in this repo: Flyway is not on the
classpath, so the Java side only ever adds via `ddl-auto`, and Postgres
migrations run ahead of the app deploy.
2026-08-05 15:23:50 +00:00
2026-07-24 09:37:10 +00:00
2026-08-04 14:40:41 +01:00
2026-07-11 12:48:53 +01:00
2026-08-04 14:40:41 +01:00
2026-03-25 11:00:40 +00:00
2026-07-17 10:16:06 +00:00
2026-03-25 11:00:40 +00:00

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