feat: add platform example apps

.gitignore

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+node_modules
+.env
+.env.local
+.env.development.local
+.env.test.local
+.env.production.local
+.env.development
+.env.test
+.env.production
+.next
+
+pdf-templates/
+
+prompt.md

acme-advisory/.env.example

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+DOCUMENSO_API_KEY=your-api-key
+DOCUMENSO_HOST=https://app.documenso.com
+NEXT_PUBLIC_DOCUMENSO_HOST=https://app.documenso.com
+DOCUMENSO_TEMPLATE_IMA=template-id
+DOCUMENSO_TEMPLATE_FEE_ACK=template-id
+DOCUMENSO_TEMPLATE_ADV_DISCLOSURE=template-id
+DATABASE_URL=YOUR_DATABASE_URL_HERE

acme-advisory/.gitignore

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+# dependencies
+/node_modules
+/.pnp
+.pnp.*
+.yarn/*
+!.yarn/patches
+!.yarn/plugins
+!.yarn/releases
+!.yarn/versions
+
+# testing
+/coverage
+
+# next.js
+/.next/
+/out/
+
+# production
+/build
+
+# misc
+.DS_Store
+*.pem
+
+# debug
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*
+pnpm-debug.log*
+
+# env files
+.env*.local
+
+# typescript
+*.tsbuildinfo
+next-env.d.ts

acme-advisory/.prettierignore

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+dist/
+node_modules/
+.next/
+.turbo/
+coverage/
+pnpm-lock.yaml
+.pnpm-store/

acme-advisory/.prettierrc

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+{
+  "endOfLine": "lf",
+  "semi": false,
+  "singleQuote": false,
+  "tabWidth": 2,
+  "trailingComma": "es5",
+  "printWidth": 80,
+  "plugins": ["prettier-plugin-tailwindcss"],
+  "tailwindStylesheet": "app/globals.css",
+  "tailwindFunctions": ["cn", "cva"]
+}

acme-advisory/README.md

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+# Next.js template
+
+This is a Next.js template with shadcn/ui.
+
+## Adding components
+
+To add components to your app, run the following command:
+
+```bash
+npx shadcn@latest add button
+```
+
+This will place the ui components in the `components` directory.
+
+## Using components
+
+To use the components in your app, import them as follows:
+
+```tsx
+import { Button } from "@/components/ui/button";
+```

acme-advisory/app/api/clients/[id]/complete/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { db } from "@/lib/db"
+
+const validDocs = ["ima", "fee", "adv"] as const
+type DocKey = (typeof validDocs)[number]
+
+const signedFieldMap: Record<DocKey, "imaSigned" | "feeSigned" | "advSigned"> = {
+  ima: "imaSigned",
+  fee: "feeSigned",
+  adv: "advSigned",
+}
+
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ id: string }> }
+) {
+  try {
+    const { id } = await params
+    const body = await request.json()
+    const doc = body.document as string
+
+    if (!validDocs.includes(doc as DocKey)) {
+      return NextResponse.json(
+        { error: "Invalid document. Must be ima, fee, or adv" },
+        { status: 400 }
+      )
+    }
+
+    const field = signedFieldMap[doc as DocKey]
+
+    const session = await db.clientSession.update({
+      where: { id },
+      data: { [field]: true },
+    })
+
+    // Check if all docs are now signed — move to active
+    if (session.imaSigned && session.feeSigned && session.advSigned) {
+      await db.clientSession.update({
+        where: { id },
+        data: { pipelineStage: "active" },
+      })
+    }
+
+    return NextResponse.json({ success: true })
+  } catch (error) {
+    console.error("Error completing document:", error)
+    return NextResponse.json(
+      { error: "Failed to complete document" },
+      { status: 500 }
+    )
+  }
+}

acme-advisory/app/api/clients/[id]/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { db } from "@/lib/db"
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ id: string }> }
+) {
+  try {
+    const { id } = await params
+
+    const session = await db.clientSession.findUnique({
+      where: { id },
+    })
+
+    if (!session) {
+      return NextResponse.json({ error: "Session not found" }, { status: 404 })
+    }
+
+    return NextResponse.json(session)
+  } catch (error) {
+    console.error("Error fetching client session:", error)
+    return NextResponse.json(
+      { error: "Failed to fetch session" },
+      { status: 500 }
+    )
+  }
+}

acme-advisory/app/api/start-onboarding/route.ts

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+import { NextRequest, NextResponse } from "next/server"
+import { documenso } from "@/lib/documenso"
+import { db } from "@/lib/db"
+
+async function createDocFromTemplate(
+  templateId: number,
+  name: string,
+  email: string
+): Promise<string> {
+  const template = await documenso.templates.get({ templateId })
+
+  const recipients = template.recipients.map((r) => ({
+    id: r.id,
+    name,
+    email,
+    signingOrder: r.signingOrder,
+    role: r.role,
+  }))
+
+  const document = await documenso.templates.use({
+    templateId,
+    recipients,
+    distributeDocument: true,
+  })
+
+  const token = document.recipients?.[0]?.token
+  if (!token) throw new Error(`No signing token returned for template ${templateId}`)
+  return token
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const body = await request.json()
+    const { clientName, email, aum, fee } = body
+
+    if (!clientName || !email) {
+      return NextResponse.json(
+        { error: "clientName and email are required" },
+        { status: 400 }
+      )
+    }
+
+    const imaTemplateId = Number(process.env.DOCUMENSO_TEMPLATE_IMA)
+    const feeTemplateId = Number(process.env.DOCUMENSO_TEMPLATE_FEE_ACK)
+    const advTemplateId = Number(process.env.DOCUMENSO_TEMPLATE_ADV_DISCLOSURE)
+
+    // Create all 3 documents in parallel
+    const [imaToken, feeToken, advToken] = await Promise.all([
+      createDocFromTemplate(imaTemplateId, clientName, email),
+      createDocFromTemplate(feeTemplateId, clientName, email),
+      createDocFromTemplate(advTemplateId, clientName, email),
+    ])
+
+    const session = await db.clientSession.create({
+      data: {
+        clientName,
+        email,
+        aum: aum || "",
+        fee: fee || "",
+        pipelineStage: "onboarding",
+        imaToken,
+        feeToken,
+        advToken,
+      },
+    })
+
+    return NextResponse.json({ sessionId: session.id })
+  } catch (error) {
+    console.error("Error starting onboarding:", error)
+    return NextResponse.json(
+      { error: "Failed to start onboarding" },
+      { status: 500 }
+    )
+  }
+}