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feat: add signature configurations (#1710)

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Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
This commit is contained in:
David Nguyen
2025-03-24 15:25:29 +11:00
parent 231f51bd1f
commit 063fd32f18
85 changed files with 3141 additions and 1316 deletions
Download Patch File Download Diff File Expand all files Collapse all files
packages/prisma/migrations/20250313015104_add_signatures_toggle/migration.sql
+11
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@@ -0,0 +1,11 @@
-- AlterTable
ALTER TABLE "DocumentMeta" ADD COLUMN "drawSignatureEnabled" BOOLEAN NOT NULL DEFAULT true,
ADD COLUMN "uploadSignatureEnabled" BOOLEAN NOT NULL DEFAULT true;
-- AlterTable
ALTER TABLE "TeamGlobalSettings" ADD COLUMN "drawSignatureEnabled" BOOLEAN NOT NULL DEFAULT true,
ADD COLUMN "uploadSignatureEnabled" BOOLEAN NOT NULL DEFAULT true;
-- AlterTable
ALTER TABLE "TemplateMeta" ADD COLUMN "drawSignatureEnabled" BOOLEAN NOT NULL DEFAULT true,
ADD COLUMN "uploadSignatureEnabled" BOOLEAN NOT NULL DEFAULT true;
packages/prisma/prisma-middleware.ts
+25
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@@ -0,0 +1,25 @@
import type { PrismaClient } from '@prisma/client';
export function addPrismaMiddleware(prisma: PrismaClient) {
prisma.$use(async (params, next) => {
// Check if we're creating a new team
if (params.model === 'Team' && params.action === 'create') {
// Execute the team creation
const result = await next(params);
// Create the TeamGlobalSettings
await prisma.teamGlobalSettings.create({
data: {
teamId: result.id,
},
});
return result;
}
// For all other operations, just pass through
return next(params);
});
return prisma;
}
packages/prisma/schema.prisma
+23 -13
View File
@@ -390,21 +390,25 @@ enum DocumentDistributionMethod {
/// @zod.import(["import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';"])
model DocumentMeta {
id String @id @default(cuid())
id String @id @default(cuid())
subject String?
message String?
timezone String? @default("Etc/UTC") @db.Text
timezone String? @default("Etc/UTC") @db.Text
password String?
dateFormat String? @default("yyyy-MM-dd hh:mm a") @db.Text
documentId Int @unique
document Document @relation(fields: [documentId], references: [id], onDelete: Cascade)
dateFormat String? @default("yyyy-MM-dd hh:mm a") @db.Text
documentId Int @unique
document Document @relation(fields: [documentId], references: [id], onDelete: Cascade)
redirectUrl String?
signingOrder DocumentSigningOrder @default(PARALLEL)
allowDictateNextSigner Boolean @default(false)
typedSignatureEnabled Boolean @default(true)
language String @default("en")
distributionMethod DocumentDistributionMethod @default(EMAIL)
emailSettings Json? /// [DocumentEmailSettings] @zod.custom.use(ZDocumentEmailSettingsSchema)
signingOrder DocumentSigningOrder @default(PARALLEL)
allowDictateNextSigner Boolean @default(false)
typedSignatureEnabled Boolean @default(true)
uploadSignatureEnabled Boolean @default(true)
drawSignatureEnabled Boolean @default(true)
language String @default("en")
distributionMethod DocumentDistributionMethod @default(EMAIL)
emailSettings Json? /// [DocumentEmailSettings] @zod.custom.use(ZDocumentEmailSettingsSchema)
}
enum ReadStatus {
@@ -545,9 +549,12 @@ model TeamGlobalSettings {
documentVisibility DocumentVisibility @default(EVERYONE)
documentLanguage String @default("en")
includeSenderDetails Boolean @default(true)
typedSignatureEnabled Boolean @default(true)
includeSigningCertificate Boolean @default(true)
typedSignatureEnabled Boolean @default(true)
uploadSignatureEnabled Boolean @default(true)
drawSignatureEnabled Boolean @default(true)
brandingEnabled Boolean @default(false)
brandingLogo String @default("")
brandingUrl String @default("")
@@ -669,9 +676,12 @@ model TemplateMeta {
dateFormat String? @default("yyyy-MM-dd hh:mm a") @db.Text
signingOrder DocumentSigningOrder? @default(PARALLEL)
allowDictateNextSigner Boolean @default(false)
typedSignatureEnabled Boolean @default(true)
distributionMethod DocumentDistributionMethod @default(EMAIL)
typedSignatureEnabled Boolean @default(true)
uploadSignatureEnabled Boolean @default(true)
drawSignatureEnabled Boolean @default(true)
templateId Int @unique
template Template @relation(fields: [templateId], references: [id], onDelete: Cascade)
redirectUrl String?
packages/prisma/seed/documents.ts
+143 -1
View File
@@ -1,9 +1,12 @@
import type { Document, User } from '@prisma/client';
import type { Document, Team, User } from '@prisma/client';
import { nanoid } from 'nanoid';
import fs from 'node:fs';
import path from 'node:path';
import { match } from 'ts-pattern';
import { createDocument } from '@documenso/lib/server-only/document/create-document';
import { createTemplate } from '@documenso/lib/server-only/template/create-template';
import { prisma } from '..';
import {
DocumentDataType,
@@ -87,6 +90,145 @@ export const unseedDocument = async (documentId: number) => {
});
};
export const seedTeamDocumentWithMeta = async (team: Team) => {
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
const document = await createDocument({
userId: team.ownerUserId,
teamId: team.id,
title: `[TEST] Document ${nanoid(8)} - Draft`,
documentDataId: documentData.id,
normalizePdf: true,
requestMetadata: {
auth: null,
requestMetadata: {},
source: 'app',
},
});
const owner = await prisma.user.findFirstOrThrow({
where: {
id: team.ownerUserId,
},
});
await prisma.document.update({
where: {
id: document.id,
},
data: {
status: DocumentStatus.PENDING,
},
});
await prisma.recipient.create({
data: {
email: owner.email,
name: owner.name ?? '',
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
fields: {
create: {
page: 1,
type: FieldType.SIGNATURE,
inserted: false,
customText: '',
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
documentId: document.id,
},
},
},
});
return await prisma.document.findFirstOrThrow({
where: {
id: document.id,
},
include: {
recipients: true,
},
});
};
export const seedTeamTemplateWithMeta = async (team: Team) => {
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
const template = await createTemplate({
title: `[TEST] Template ${nanoid(8)} - Draft`,
userId: team.ownerUserId,
teamId: team.id,
templateDocumentDataId: documentData.id,
});
const owner = await prisma.user.findFirstOrThrow({
where: {
id: team.ownerUserId,
},
});
await prisma.recipient.create({
data: {
email: owner.email,
name: owner.name ?? '',
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
template: {
connect: {
id: template.id,
},
},
fields: {
create: {
page: 1,
type: FieldType.SIGNATURE,
inserted: false,
customText: '',
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
templateId: template.id,
},
},
},
});
return await prisma.document.findFirstOrThrow({
where: {
id: template.id,
},
include: {
recipients: true,
},
});
};
export const seedDraftDocument = async (
sender: User,
recipients: (User | string)[],