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Add correct, void, resend, revoke, and reassign controls for sent documents #35

@jusso-dev

Description

@jusso-dev

Context

Once a document is sent, teams need safe operational controls. DocuSign-style tools allow senders to correct recipient details, void/cancel active envelopes, resend links, and manage recipient access without losing the audit trail.

Goal

Add document management controls for active sent documents: correct, void, resend, revoke, and reassign.

Scope

  • Correct recipient name/email before completion.
  • Reassign a recipient to a new email/name while preserving historical audit context.
  • Void/cancel an active document/envelope.
  • Revoke all outstanding recipient tokens when voided.
  • Resend link to a single recipient.
  • Expire/regenerate a recipient token.
  • Prevent corrections on locked/completed documents unless explicitly allowed by a future amendment flow.

UX Notes

  • Add an "Manage recipients" area on the document detail page.
  • Actions should be per-recipient where possible.
  • Destructive operations require confirmation.
  • Sender should see clear warnings about audit implications.
  • Voided documents should have a visible status and no active acceptance actions.

Data/Architecture Notes

Potential fields/events:

  • Document.status = cancelled may already exist conceptually and should be reused if possible.
  • Recipient status may need revoked, reassigned, or voided treatment.
  • Audit events:
    • document.voided
    • document.corrected
    • document.recipient_reassigned
    • document.recipient_link_revoked
    • document.recipient_link_resent

Acceptance Criteria

  • Sender can correct recipient name/email on an active sent document.
  • Sender can reassign a recipient and the old link stops working.
  • Sender can void/cancel a document and all active tokens stop working.
  • Sender can resend a link to one recipient.
  • All actions are audit logged with previous/new values where appropriate.
  • Client portal shows a clear revoked/voided message for invalidated links.
  • Completed/locked documents cannot be mutated through these controls.

Dependencies

  • Recipient routing issue affects which recipients can be resent or reassigned.
  • Completion certificate issue should include correction/void/reassign events.

Priority

P0/P1. Essential for real-world send mistakes and document control.

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