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feat(turbosign): schedule-on-send + TurboQuote send scheduling - #36

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feature/turbosign-schedule-on-send
Aug 24, 2026
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amitsharma-turbodocx merged 1 commit into
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feature/turbosign-schedule-on-send

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Adds reminder/expiration scheduling to the send operations, so a workflow can configure reminders and expiration when it sends — for both signature documents and quotes. (The standalone Send Reminder operation already shipped; this adds the schedule to the send paths.)

TurboSign

Send Signature and Prepare for Review gain a "Reminder & Expiration Schedule" collection — the eight fields (remindersEnabled, reminderDelay, reminderInterval, maxReminders, expirationEnabled, expireAfter, expirationWarning, expirationWarningInterval). Unset fields inherit the org defaults. These paths are multipart/form-data, so each duration is JSON-string-encoded (the backend decodes it) — matching how recipients/fields are already sent. expirationWarning: 0 ("never warn") is preserved; other zero-length durations are dropped as unset.

TurboQuote

Send, Send With Deliverable, and Create and Send gain the same schedule. These are JSON endpoints, so durations ride as native {value, unit} objects (not the multipart string form) and booleans/numbers are native. One constraint, baked into the field descriptions:

A quote's signature expiry is pinned to its Valid Until — expireAfter is ignored when expiration is on (expirationEnabled still toggles it). The reminder/warning cadence applies and must fit inside Valid Until.

Docs / meta

  • README Operations table now lists Send Reminder (it was missing) and the reminder/expiration schedule; the stale "Resend Email → send reminders" use-case is corrected.
  • PARITY.md records sendReminder and the schedule support on the prepare + quote-send paths.

Verification

New jest suites for both schedule paths — the TurboQuote one (13 tests) asserts native-object JSON encoding across all three quote-send ops including the createAndSend terminal send; run locally green. tsc/lint run in CI.

🤖 Generated with Claude Code

- Send Signature and Prepare for Review now expose the eight reminder/
  expiration schedule fields (durations JSON-string-encoded for the multipart
  send path; expirationWarning may be 0).
- TurboQuote Send / Send With Deliverable / Create and Send expose the same
  schedule as native JSON (durations as {value,unit} objects, native scalars).
  Expiry is pinned to the quote's Valid Until (expireAfter ignored when on);
  the reminder/warning cadence must fit inside it.
- README Operations table adds Send Reminder + fixes the Resend use-case; the
  schedule capability and quote constraint are documented; PARITY.md records
  sendReminder and the schedule support.
- Regression tests for both the signature and quote schedule paths.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@amitsharma-turbodocx
amitsharma-turbodocx merged commit 4c600a0 into main Aug 24, 2026
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