feat(Contractor.SignatureForm): add contractor W-9 signature form#2299
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serikjensen wants to merge 5 commits into
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feat(Contractor.SignatureForm): add contractor W-9 signature form#2299serikjensen wants to merge 5 commits into
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Add the SignatureForm component and useContractorSignatureForm headless hook for signing contractor documents (W-9). The hook builds a dynamic zod schema and field metadata from the document's fields[] payload, synthesizes the seven API tax-classification checkboxes into a single radio group with conditional LLC/other sub-fields, and serializes back to the API's key/value shape on submit. Redacted SSN/EIN values returned by the API are treated as on-file: the input is seeded empty with the masked value as a placeholder, required validation is waived, and the field is omitted from the sign payload when left untouched so the mask is never written back. Co-authored-by: Cursor <cursoragent@cursor.com>
…yload Fold in W-9 fidelity fixes: - Derive each field's input variant from the API data_type so exemption_from_FATCA renders as its text reporting code (4b) rather than a checkbox; swap the mock/i18n to match. - Omit the date field from the sign payload so the API auto-fills the signing date in its own locale-correct format; drop the now-unused SIGNED_DATE_FIELD export. - Send signedByIpAddress in the sign request body, matching the employee/company sign flows (IP supplied by the partner proxy header). Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
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…r types Only useContractorSignatureForm, its error codes, and the types a partner needs to consume the result (props/result/ready, sections, bound-field types, form data, W9Section) are exported from the package entry. The W-9 wire-format helpers (buildW9FieldDescriptors, buildW9Defaults, serializeW9Fields, isW9Document, createContractorSignatureFormSchema, buildContractorSignatureFields) and raw API-key constants are implementation details — dropped from the entry and tagged @internal so they no longer surface in the generated reference docs. Co-authored-by: Cursor <cursoragent@cursor.com>
…alidation - Seed the LLC classification code default from the API tax_classification field - Add SSN/EIN format validation and input formatting; accept the N/A sentinel in both fields and keep omitting an untouched redacted value on submit - Consolidate duplicate EIN regexes into a shared helpers/validations EIN_REGEX - Restore the document PDF URL on the hook and surface a download link plus an IRS Form W-9 instructions link (no inline preview) - Regenerate API report and docs Co-authored-by: Cursor <cursoragent@cursor.com>
This was referenced Jul 1, 2026
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Superseded — decomposed into two stacked PRs for easier review:
Closing this in favor of those. |
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Summary
Second PR in the contractor-documents series, stacked on #2298 (
Contractor.DocumentsList). Adds theSignatureFormcomponent and theuseContractorSignatureFormheadless hook for signing a contractor document (W-9).fields[]payload (same pattern asuseEmployeeStateTaxesForm). Field labels/descriptions come from SDK i18n, not the API.individual_proprietor,c_corporation, …,limited_liability_company) are synthesized into a single radio group with conditional LLC / "other" sub-fields, then serialized back to the API'skey/valueshape (0/1) on submit.(optional)), and the field is omitted from the sign payload when untouched — so the mask is never written back.Contractor.SignatureFormi18n namespace, scopedCONTRACTOR_SIGN_DOCUMENTevent, and a self-contained component reusingCommon/DocumentViewerfor the PDF preview.The orchestrator (
ContractorDocumentSignerstate machine that composes the list + signature form) will follow in a third PR.Notable changes outside the component
partner-hook-utils/types.ts:FieldMetadatagains an optionalplaceholderso hooks can surface a masked value.src/index.ts/contractorOnboarding.ts: export the hook + component surface.src/test/mocks/apis/contractor_documents.ts: W-9 fixture +get/pdf/signhandlers.Test plan
npm run test -- --run src/components/Contractor— 140 passednpx tsc --noEmitcleaneslintclean on touched filesContractorOnboarding.SignatureFormwithcontractorId+documentUuid); verify redacted SSN shows as placeholder and isn't sent back.Screen.Recording.2026-06-30.at.4.52.45.PM.mov
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