feat: add signature configurations (#1710)

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)

## Changes Made

- 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

## Testing Performed

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
committed by GitHub
parent 1b5d24e308
commit 3e97643e7e
78 changed files with 2390 additions and 1112 deletions

View File

@ -324,6 +324,9 @@ export const createDocumentFromDirectTemplate = async ({
language: metaLanguage,
signingOrder: metaSigningOrder,
distributionMethod: template.templateMeta?.distributionMethod,
typedSignatureEnabled: template.templateMeta?.typedSignatureEnabled,
uploadSignatureEnabled: template.templateMeta?.uploadSignatureEnabled,
drawSignatureEnabled: template.templateMeta?.drawSignatureEnabled,
},
},
},

View File

@ -96,6 +96,9 @@ export const createDocumentFromTemplateLegacy = async ({
signingOrder: template.templateMeta?.signingOrder ?? undefined,
language:
template.templateMeta?.language || template.team?.teamGlobalSettings?.documentLanguage,
typedSignatureEnabled: template.templateMeta?.typedSignatureEnabled,
uploadSignatureEnabled: template.templateMeta?.uploadSignatureEnabled,
drawSignatureEnabled: template.templateMeta?.drawSignatureEnabled,
},
},
},

View File

@ -82,8 +82,10 @@ export type CreateDocumentFromTemplateOptions = {
signingOrder?: DocumentSigningOrder;
language?: SupportedLanguageCodes;
distributionMethod?: DocumentDistributionMethod;
typedSignatureEnabled?: boolean;
emailSettings?: TDocumentEmailSettings;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
};
requestMetadata: ApiRequestMetadata;
};
@ -404,6 +406,10 @@ export const createDocumentFromTemplate = async ({
template.team?.teamGlobalSettings?.documentLanguage,
typedSignatureEnabled:
override?.typedSignatureEnabled ?? template.templateMeta?.typedSignatureEnabled,
uploadSignatureEnabled:
override?.uploadSignatureEnabled ?? template.templateMeta?.uploadSignatureEnabled,
drawSignatureEnabled:
override?.drawSignatureEnabled ?? template.templateMeta?.drawSignatureEnabled,
},
},
recipients: {

View File

@ -4,6 +4,8 @@ import { prisma } from '@documenso/prisma';
import { TemplateSchema } from '@documenso/prisma/generated/zod/modelSchema//TemplateSchema';
import type { TCreateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
import { AppError, AppErrorCode } from '../../errors/app-error';
export type CreateTemplateOptions = TCreateTemplateMutationSchema & {
userId: number;
teamId?: number;
@ -19,8 +21,10 @@ export const createTemplate = async ({
teamId,
templateDocumentDataId,
}: CreateTemplateOptions) => {
let team = null;
if (teamId) {
await prisma.team.findFirstOrThrow({
team = await prisma.team.findFirst({
where: {
id: teamId,
members: {
@ -29,7 +33,14 @@ export const createTemplate = async ({
},
},
},
include: {
teamGlobalSettings: true,
},
});
if (!team) {
throw new AppError(AppErrorCode.NOT_FOUND);
}
}
return await prisma.template.create({
@ -38,6 +49,14 @@ export const createTemplate = async ({
userId,
templateDocumentDataId,
teamId,
templateMeta: {
create: {
language: team?.teamGlobalSettings?.documentLanguage,
typedSignatureEnabled: team?.teamGlobalSettings?.typedSignatureEnabled ?? true,
uploadSignatureEnabled: team?.teamGlobalSettings?.uploadSignatureEnabled ?? true,
drawSignatureEnabled: team?.teamGlobalSettings?.drawSignatureEnabled ?? true,
},
},
},
});
};