Vendor Onboarding

Vendor Onboarding Demo

A minimal, end-to-end demo of the four capabilities called out in the brief: a validated intake form, multi-step approval routing (Manager, Finance, Legal), a document upload UI, and mock AI hooks for per-document summaries.

What this proves

Each capability below is wired through, not stubbed.

  • Zod-validated form (client + server) with inline errors
  • Conditional "International wire" field on toggle
  • 3-step approval pipeline with explicit state transitions
  • Document list with mock per-document AI summary

Production notes

What would be different in a deployed system.

  • Auth: NextAuth + Microsoft Entra ID (SSO + groups)
  • DB: PostgreSQL via Drizzle; JSON file here for portability
  • Email: Microsoft Graph API for notifications
  • CRM sync: GoHighLevel LeadConnector v2 upsert on vendor submit