# Contract Settings **Date:** 2026-06-01 **Status:** Draft **Spec:** 153 **Tier:** All tiers (template defaults); Business+ (e-signature features) **Depends on:** `contracts-esignature`, `contract-renewal-amendment`, `foundation-auth-rbac` **Referenced by:** `contracts-esignature`, `contract-renewal-amendment` --- ## Overview Spec 48 (`contracts-esignature`) defines contract CRUD, templates, and the full signature lifecycle. Spec 89 (`contract-renewal-amendment`) defines renewal reminders. Neither defines a `/settings/contracts` page for configuring tenant-level defaults: default template, signature workflow defaults, renewal reminder timing, and expiry behavior. This spec fills that gap. --- ## Route `/settings/contracts` — requires `users:manage`. --- ## Page Layout ``` ┌──────────────────────────────────────────────────────────────┐ │ Settings > Contracts │ │ │ │ ┌── Contract Defaults ──────────────────────────────────┐ │ │ │ │ │ │ │ Default contract template │ │ │ │ [None (blank) ▾] │ │ │ │ │ │ │ │ Default expiry (days from creation) │ │ │ │ [365___] days (0 = no expiry) │ │ │ │ │ │ │ └───────────────────────────────────────────────────────┘ │ │ │ │ ┌── E-Signature Workflow [Business+] ──────────────────┐ │ │ │ │ │ │ │ Default signing order │ │ │ │ ● All signatories at once (parallel) │ │ │ │ ○ Ordered — route to next only after previous signs │ │ │ │ │ │ │ │ Require signatory email verification │ │ │ │ ● Yes (signatory must click email link first) │ │ │ │ ○ No (sign immediately on page load) │ │ │ │ │ │ │ │ Signature reminder cadence (after send) │ │ │ │ First reminder: [3____] days │ │ │ │ Follow-up: [7____] days │ │ │ │ Stop after: [3____] reminders │ │ │ │ │ │ │ └───────────────────────────────────────────────────────┘ │ │ │ │ ┌── Renewal Reminders ──────────────────────────────────┐ │ │ │ │ │ │ │ Notify before contract expires │ │ │ │ ☑ [30___] days before expiry │ │ │ │ ☑ [7____] days before expiry │ │ │ │ ☐ [1____] days before expiry │ │ │ │ │ │ │ │ Notify channel │ │ │ │ ☑ In-app notification to OWNER + ADMIN │ │ │ │ ☑ Email to OWNER │ │ │ │ │ │ │ └───────────────────────────────────────────────────────┘ │ │ │ │ [Save changes] │ └──────────────────────────────────────────────────────────────┘ ``` --- ## Schema Delta ```sql -- Add expires_at + signing_order to contracts (not present in spec 48 schema) -- signing_order controls whether all signatories are invited simultaneously or sequentially ALTER TABLE contracts ADD COLUMN IF NOT EXISTS expires_at TIMESTAMPTZ, ADD COLUMN IF NOT EXISTS signing_order TEXT NOT NULL DEFAULT 'parallel' CHECK (signing_order IN ('parallel', 'ordered')); ALTER TABLE tenant_settings ADD COLUMN IF NOT EXISTS contract_default_template_id UUID REFERENCES contract_templates(id) ON DELETE SET NULL, ADD COLUMN IF NOT EXISTS contract_default_expiry_days INTEGER NOT NULL DEFAULT 365 CHECK (contract_default_expiry_days >= 0), ADD COLUMN IF NOT EXISTS contract_default_signing_order TEXT NOT NULL DEFAULT 'parallel' CHECK (contract_default_signing_order IN ('parallel', 'ordered')), ADD COLUMN IF NOT EXISTS contract_require_email_verification BOOLEAN NOT NULL DEFAULT true, ADD COLUMN IF NOT EXISTS contract_reminder_first_days INTEGER NOT NULL DEFAULT 3, ADD COLUMN IF NOT EXISTS contract_reminder_followup_days INTEGER NOT NULL DEFAULT 7, ADD COLUMN IF NOT EXISTS contract_reminder_max_count INTEGER NOT NULL DEFAULT 3, ADD COLUMN IF NOT EXISTS contract_renewal_remind_30d BOOLEAN NOT NULL DEFAULT true, ADD COLUMN IF NOT EXISTS contract_renewal_remind_7d BOOLEAN NOT NULL DEFAULT true, ADD COLUMN IF NOT EXISTS contract_renewal_remind_1d BOOLEAN NOT NULL DEFAULT false, ADD COLUMN IF NOT EXISTS contract_renewal_notify_email BOOLEAN NOT NULL DEFAULT true, ADD COLUMN IF NOT EXISTS contract_renewal_notify_in_app BOOLEAN NOT NULL DEFAULT true; ``` --- ## Pre-fill Behavior When opening `/contracts/new`: - Default template selection from `contract_default_template_id` (if set) - `contracts.expires_at` pre-filled as `now() + contract_default_expiry_days` (if > 0) - `contracts.signing_order` pre-filled from `contract_default_signing_order`; controls whether invitation emails go to all signatories at once (`parallel`) or sequentially (`ordered`) These are pre-fills only — user can override all values per contract. --- ## Renewal Reminder Integration The renewal reminder cron (spec 89) reads `contract_renewal_remind_30d`, `contract_renewal_remind_7d`, `contract_renewal_remind_1d` to determine which intervals to fire. Channel flags (`contract_renewal_notify_email`, `contract_renewal_notify_in_app`) control delivery. --- ## Non-Business+ Note E-signature settings section is visible to all tiers but shows an upsell for non-Business+: ``` E-Signature — Business+ feature Set signing order, require email verification, and configure reminder cadence. [Upgrade to Business+] ``` Renewal reminders are available to all tiers. --- ## API ``` GET /api/settings/contracts → get contract settings Returns: { contract_default_template_id, contract_default_expiry_days, contract_default_signing_order, contract_require_email_verification, contract_reminder_first_days, contract_reminder_followup_days, contract_reminder_max_count, contract_renewal_remind_30d, contract_renewal_remind_7d, contract_renewal_remind_1d, contract_renewal_notify_email, contract_renewal_notify_in_app } Requires: users:manage PATCH /api/settings/contracts → update contract settings body: { ...any settable fields above } Requires: users:manage ``` --- ## Architecture Decisions | Decision | Choice | Reason | |----------|--------|--------| | Extend `tenant_settings` | Not new `contract_settings` table | Same scalar-config pattern as other settings specs (125, 148, 151, 152) | | `contract_default_template_id` FK | `ON DELETE SET NULL` | Deleting a template should not prevent settings from loading; NULL means "no default" | | Renewal reminder as boolean per interval | Not a single `days_before INTEGER[]` | Three common intervals (30/7/1 days) cover >95% of use cases; boolean flags are simpler to render and query than an array | | E-sig features gated Business+ | Not all tiers | Consistent with spec 48 which gates e-signature workflow to Business+ |