fix(work-orders): renewals go out for signature; summary names the services agreement and how it was signed

api/src/services/notifications.ts

@@ -192,7 +192,7 @@ export const NOTIFICATION_KINDS = {
   }),
   work_order_renewed: (p) => ({
     title: `Work Order ${p.code} is renewed as ${p.nextCode}`,
-    body: `Work Order ${p.code} on ${p.projectTitle} continues as ${p.nextCode} for ${p.period}, with the same terms.`,
+    body: `Work Order ${p.code} on ${p.projectTitle} continues as ${p.nextCode} for ${p.period}, with the same terms, once it's signed.`,
   }),
   work_order_renewal_needs_approval: (p) => ({
     title: `Renewal of ${p.code} needs your decision`,

api/src/services/work-orders/documents.ts

@@ -68,7 +68,7 @@ export function documentFields(input: {
     repos: input.repos.join(", "),
     auto_renew: box(input.autoRenew),
     auto_renew_text: input.autoRenew
-      ? "This work order renews monthly, with the same terms, while the base metrics are met; otherwise the representative decides whether it renews."
+      ? "When the base metrics are met, a work order for the next month with the same terms is sent for signature; otherwise the representative decides whether to send one. Each renewal starts only once both parties sign it."
       : "",
     contractor_email: input.contractorEmail ?? "",
     representative_email: input.representativeEmail ?? "",

api/src/services/work-orders/service.ts

@@ -901,7 +901,7 @@ export function createWorkOrdersService(deps: WorkOrderDeps) {
       ["Work period", `${longDate(row.periodStart)} to ${longDate(row.periodEnd)}`],
       [
         "Budget cap",
-        `${display(row.budgetAmount, row.tokenId)}${row.tokenId === USD ? ", paid in NEAR at the price when each payment is made" : ""}`,
+        `${display(row.budgetAmount, row.tokenId)}${row.tokenId === USD ? ", paid in NEAR at the price when each payment is started" : ""}`,
       ],
       ["Payout account (NEAR)", row.builderNearAccount],
       ["GitHub account", row.githubLogin ?? ""],
@@ -911,13 +911,17 @@ export function createWorkOrdersService(deps: WorkOrderDeps) {
       [
         "Monthly renewal",
         row.autoRenew
-          ? "Renews monthly, with the same terms, while the base metrics are met; otherwise the representative decides."
+          ? "A work order for the next month with the same terms is sent for signature when the base metrics are met; otherwise the representative decides."
           : "No",
       ],
       [
         "How work counts",
         "Work counts once the repository owner approves or merges it on GitHub. The budget is a maximum, not a guarantee; each payment follows an approved compensation request.",
       ],
+      [
+        "Governing agreement",
+        "This work order is governed by and incorporated into the services agreement between the builder and the Agency, which controls in a conflict.",
+      ],
     ];
   }
 
@@ -943,8 +947,9 @@ export function createWorkOrdersService(deps: WorkOrderDeps) {
       pdf = await termsPdf({
         title: `Work Order ${row.code}`,
         rows: await termsRows(row),
-        footer:
-          "Signed electronically in MultiAgency: each party reviews this document and signs it with their typed name; the builder signs in with the NEAR account above.",
+        footer: deps.esign
+          ? "Signed electronically through Documenso: the Agency representative signs first, then the builder, each from their own signing link."
+          : "Signed electronically in MultiAgency: each party reviews this document and signs it with their typed name; the builder signs in with the NEAR account above.",
       });
     }
     const sha256 = sha256Bytes(pdf);

api/tests/integration/work-orders.test.ts

@@ -1380,6 +1380,8 @@ describe("work orders", () => {
         "carol-gh",
         REPO,
         "Rita Rep",
+        "Governing agreement",
+        "typed name",
       ]) {
         expect(text).toContain(part);
       }
@@ -1419,6 +1421,9 @@ describe("work orders", () => {
       const pages = (await PDFDocument.load(doc.pdf)).getPageCount();
       expect(doc.signers[0]?.signature.page).toBe(pages);
       expect(doc.signers[1]?.signature.y).toBeGreaterThan(doc.signers[0]?.signature.y ?? 100);
+      const text = await pdfText(doc.pdf.slice());
+      expect(text).toContain("through Documenso");
+      expect(text).not.toContain("typed name");
       const offeredDoc = await service.document(await studio(), { id: created.id });
       expect(offeredDoc.sha256).toBe(createHash("sha256").update(doc.pdf).digest("hex"));
       expect(events.map((e) => e.type)).not.toContain("work_order.offered");

ui/src/components/work-orders/renewal-panel.tsx

@@ -45,8 +45,8 @@ export function RenewalPanel({
             <h2>Monthly renewal</h2>
           </CardTitle>
           <CardDescription>
-            Checked after {workOrder.periodEnd} + {workOrder.graceDays} grace days. Renews by itself
-            if every base metric is met; otherwise you decide.
+            Checked after {workOrder.periodEnd} + {workOrder.graceDays} grace days. If every base
+            metric is met, next month's work order is sent for signature; otherwise you decide.
           </CardDescription>
         </CardHeader>
       </Card>
@@ -152,8 +152,8 @@ function DecideRenewal({ workOrder }: { workOrder: WorkOrder }) {
       <AlertTitle>Renewal needs your decision</AlertTitle>
       <AlertDescription className="flex flex-col gap-3">
         <span>
-          Renew with the same terms, or let {workOrder.code} end here. The builder is told either
-          way.
+          Renew to send next month's work order for signature, or let {workOrder.code} end here. The
+          builder is told either way.
         </span>
         <Input
           aria-label="Note (optional)"

ui/src/components/work-orders/work-order-form.tsx

@@ -878,8 +878,9 @@ function WorkOrderFields({
                 <FieldLabel htmlFor="wo-renew" className="flex flex-col items-start">
                   <span>Renew monthly when the base metrics are met</span>
                   <span className="text-xs font-normal text-muted-foreground">
-                    Each period is measured at its end. All met: next month's work order starts by
-                    itself. Any missed: you decide. Part of the accepted terms.
+                    Each period is measured at its end. All met: next month's work order is sent for
+                    signature. Any missed: you decide. It starts once the representative and the
+                    builder sign it.
                   </span>
                 </FieldLabel>
               </ShadcnField>