feat: add delegate document ownership option (#2272)

When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation
from the organization/team settings.
This commit is contained in:
Catalin Pit
2025-12-23 13:08:54 +02:00
committed by GitHub
parent 1e585e06e6
commit baa2c51123
24 changed files with 693 additions and 484 deletions
@@ -137,12 +137,12 @@ export const TemplateBulkSendDialog = ({
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
<div className="bg-muted/70 rounded-lg border p-4">
<div className="rounded-lg border bg-muted/70 p-4">
<h3 className="text-sm font-medium">
<Trans>CSV Structure</Trans>
</h3>
<p className="text-muted-foreground mt-1 text-sm">
<p className="mt-1 text-sm text-muted-foreground">
<Trans>
For each recipient, provide their email (required) and name (optional) in separate
columns. Download the template CSV below for the correct format.
@@ -153,7 +153,7 @@ export const TemplateBulkSendDialog = ({
<Trans>Current recipients:</Trans>
</p>
<ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
<ul className="mt-2 list-inside list-disc text-sm text-muted-foreground">
{recipients.map((recipient, index) => (
<li key={index}>
{recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
@@ -167,7 +167,7 @@ export const TemplateBulkSendDialog = ({
<Trans>Download Template CSV</Trans>
</Button>
<p className="text-muted-foreground text-xs">
<p className="text-xs text-muted-foreground">
<Trans>Pre-formatted CSV template with example data.</Trans>
</p>
</div>
@@ -200,14 +200,14 @@ export const TemplateBulkSendDialog = ({
) : (
<div className="flex h-10 items-center rounded-md border px-3">
<div className="flex flex-1 items-center gap-2">
<FileIcon className="text-muted-foreground h-4 w-4" />
<FileIcon className="h-4 w-4 text-muted-foreground" />
<span className="flex-1 truncate text-sm">{value.name}</span>
</div>
<Button
type="button"
variant="link"
className="text-destructive hover:text-destructive p-0 text-xs"
className="p-0 text-xs text-destructive hover:text-destructive"
onClick={() => onChange(null)}
disabled={form.formState.isSubmitting}
>
@@ -220,9 +220,9 @@ export const TemplateBulkSendDialog = ({
)}
</FormControl>
{error && <p className="text-destructive text-sm">{error.message}</p>}
{error && <p className="text-sm text-destructive">{error.message}</p>}
<p className="text-muted-foreground text-xs">
<p className="text-xs text-muted-foreground">
<Trans>
Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
template defaults.
@@ -247,7 +247,7 @@ export const TemplateBulkSendDialog = ({
<label
htmlFor="send-immediately"
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
>
<Trans>Send documents to recipients immediately</Trans>
</label>
@@ -58,6 +58,7 @@ export type TDocumentPreferencesFormSchema = {
includeSigningCertificate: boolean | null;
includeAuditLog: boolean | null;
signatureTypes: DocumentSignatureType[];
delegateDocumentOwnership: boolean | null;
aiFeaturesEnabled: boolean | null;
};
@@ -73,6 +74,7 @@ type SettingsSubset = Pick<
| 'typedSignatureEnabled'
| 'uploadSignatureEnabled'
| 'drawSignatureEnabled'
| 'delegateDocumentOwnership'
| 'aiFeaturesEnabled'
>;
@@ -109,6 +111,7 @@ export const DocumentPreferencesForm = ({
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
message: msg`At least one signature type must be enabled`.id,
}),
delegateDocumentOwnership: z.boolean().nullable(),
aiFeaturesEnabled: z.boolean().nullable(),
});
@@ -125,6 +128,7 @@ export const DocumentPreferencesForm = ({
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
},
resolver: zodResolver(ZDocumentPreferencesFormSchema),
@@ -515,6 +519,52 @@ export const DocumentPreferencesForm = ({
)}
/>
<FormField
control={form.control}
name="delegateDocumentOwnership"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Delegate Document Ownership</Trans>
</FormLabel>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger className="bg-background text-muted-foreground">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
<FormDescription>
<Trans>
Enable team API tokens to delegate document ownership to another team member.
</Trans>
</FormDescription>
</FormItem>
)}
/>
{isAiFeaturesConfigured && (
<FormField
control={form.control}
+8 -8
View File
@@ -368,7 +368,7 @@ export const SignInForm = ({
<p className="mt-2 text-right">
<Link
to="/forgot-password"
className="text-muted-foreground text-sm duration-200 hover:opacity-70"
className="text-sm text-muted-foreground duration-200 hover:opacity-70"
>
<Trans>Forgot your password?</Trans>
</Link>
@@ -390,11 +390,11 @@ export const SignInForm = ({
<>
{hasSocialAuthEnabled && (
<div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
<div className="bg-border h-px flex-1" />
<span className="text-muted-foreground bg-transparent">
<div className="h-px flex-1 bg-border" />
<span className="bg-transparent text-muted-foreground">
<Trans>Or continue with</Trans>
</span>
<div className="bg-border h-px flex-1" />
<div className="h-px flex-1 bg-border" />
</div>
)}
@@ -403,7 +403,7 @@ export const SignInForm = ({
type="button"
size="lg"
variant="outline"
className="bg-background text-muted-foreground border"
className="border bg-background text-muted-foreground"
disabled={isSubmitting}
onClick={onSignInWithGoogleClick}
>
@@ -417,7 +417,7 @@ export const SignInForm = ({
type="button"
size="lg"
variant="outline"
className="bg-background text-muted-foreground border"
className="border bg-background text-muted-foreground"
disabled={isSubmitting}
onClick={onSignInWithMicrosoftClick}
>
@@ -435,7 +435,7 @@ export const SignInForm = ({
type="button"
size="lg"
variant="outline"
className="bg-background text-muted-foreground border"
className="border bg-background text-muted-foreground"
disabled={isSubmitting}
onClick={onSignInWithOIDCClick}
>
@@ -452,7 +452,7 @@ export const SignInForm = ({
variant="outline"
disabled={isSubmitting}
loading={isPasskeyLoading}
className="bg-background text-muted-foreground border"
className="border bg-background text-muted-foreground"
onClick={onSignInWithPasskey}
>
{!isPasskeyLoading && <KeyRoundIcon className="-ml-1 mr-1 h-5 w-5" />}
@@ -19,6 +19,7 @@ import { TableCell } from '@documenso/ui/primitives/table';
export type DocumentLogsTableProps = {
documentId: number;
userId?: number;
};
const dateFormat: DateTimeFormatOptions = {
@@ -26,7 +27,7 @@ const dateFormat: DateTimeFormatOptions = {
hourCycle: 'h12',
};
export const DocumentLogsTable = ({ documentId }: DocumentLogsTableProps) => {
export const DocumentLogsTable = ({ documentId, userId }: DocumentLogsTableProps) => {
const { _, i18n } = useLingui();
const [searchParams] = useSearchParams();
@@ -93,7 +94,9 @@ export const DocumentLogsTable = ({ documentId }: DocumentLogsTableProps) => {
{
header: _(msg`Action`),
accessorKey: 'type',
cell: ({ row }) => <span>{formatDocumentAuditLogAction(_, row.original).description}</span>,
cell: ({ row }) => (
<span>{formatDocumentAuditLogAction(_, row.original, userId).description}</span>
),
},
{
header: _(msg`IP Address`),
@@ -57,6 +57,7 @@ export default function OrganisationSettingsDocumentPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
delegateDocumentOwnership,
aiFeaturesEnabled,
} = data;
@@ -85,6 +86,7 @@ export default function OrganisationSettingsDocumentPage() {
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
delegateDocumentOwnership: delegateDocumentOwnership,
aiFeaturesEnabled,
},
});
@@ -75,11 +75,12 @@ export async function loader({ params, request }: Route.LoaderArgs) {
},
recipients: envelope.recipients,
documentRootPath,
userId: user.id,
};
}
export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps) {
const { document, recipients, documentRootPath } = loaderData;
const { document, recipients, documentRootPath, userId } = loaderData;
const { _, i18n } = useLingui();
@@ -171,15 +172,15 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
<section className="mt-6">
<Card className="grid grid-cols-1 gap-4 p-4 sm:grid-cols-2" degrees={45} gradient>
{documentInformation.map((info, i) => (
<div className="text-foreground text-sm" key={i}>
<div className="text-sm text-foreground" key={i}>
<h3 className="font-semibold">{_(info.description)}</h3>
<p className="text-muted-foreground truncate">{info.value}</p>
<p className="truncate text-muted-foreground">{info.value}</p>
</div>
))}
<div className="text-foreground text-sm">
<div className="text-sm text-foreground">
<h3 className="font-semibold">Recipients</h3>
<ul className="text-muted-foreground list-inside list-disc">
<ul className="list-inside list-disc text-muted-foreground">
{recipients.map((recipient) => (
<li key={`recipient-${recipient.id}`}>
<span>{formatRecipientText(recipient)}</span>
@@ -191,7 +192,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
</section>
<section className="mt-6">
<DocumentLogsTable documentId={document.id} />
<DocumentLogsTable documentId={document.id} userId={userId} />
</section>
</div>
);
@@ -50,6 +50,7 @@ export default function TeamsSettingsPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
delegateDocumentOwnership,
aiFeaturesEnabled,
} = data;
@@ -75,6 +76,7 @@ export default function TeamsSettingsPage() {
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
}),
delegateDocumentOwnership: delegateDocumentOwnership,
},
});
@@ -193,11 +193,11 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
<CardContent className="space-y-6">
{/* Current User Section */}
<div className="space-y-3">
<h3 className="text-muted-foreground flex items-center gap-2 font-semibold">
<h3 className="flex items-center gap-2 font-semibold text-muted-foreground">
<UserCircle2 className="h-4 w-4" />
<Trans>Your Account</Trans>
</h3>
<div className="bg-muted/50 flex items-center justify-between gap-3 rounded-lg p-3">
<div className="flex items-center justify-between gap-3 rounded-lg bg-muted/50 p-3">
<AvatarWithText
avatarSrc={formatAvatarUrl(user.avatar)}
avatarFallback={extractInitials(user.name || user.email)}
@@ -215,11 +215,11 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
{/* Organisation Section */}
<div className="space-y-3">
<h3 className="text-muted-foreground flex items-center gap-2 font-semibold">
<h3 className="flex items-center gap-2 font-semibold text-muted-foreground">
<Building2 className="h-4 w-4" />
<Trans>Requesting Organisation</Trans>
</h3>
<div className="bg-muted/50 flex items-center justify-between gap-3 rounded-lg p-3">
<div className="flex items-center justify-between gap-3 rounded-lg bg-muted/50 p-3">
<AvatarWithText
avatarSrc={formatAvatarUrl(organisation.avatar)}
avatarFallback={extractInitials(organisation.name)}
@@ -237,7 +237,7 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
{/* Warnings Section */}
<div className="space-y-3">
<h3 className="text-muted-foreground flex items-center gap-2 font-semibold">
<h3 className="flex items-center gap-2 font-semibold text-muted-foreground">
<AlertTriangle className="h-4 w-4" />
<Trans>Important: What This Means</Trans>
</h3>
@@ -253,7 +253,7 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
<Eye className="mt-0.5 h-4 w-4 flex-shrink-0" />
<span>
<Trans>
<span className="text-muted-foreground font-semibold">
<span className="font-semibold text-muted-foreground">
Full account access:
</span>{' '}
View all your profile information, settings, and activity
@@ -264,7 +264,7 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
<Settings className="mt-0.5 h-4 w-4 flex-shrink-0" />
<span>
<Trans>
<span className="text-muted-foreground font-semibold">
<span className="font-semibold text-muted-foreground">
Account management:
</span>{' '}
Modify your account settings, permissions, and preferences
@@ -275,7 +275,7 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
<Database className="mt-0.5 h-4 w-4 flex-shrink-0" />
<span>
<Trans>
<span className="text-muted-foreground font-semibold">Data access:</span>{' '}
<span className="font-semibold text-muted-foreground">Data access:</span>{' '}
Access all data associated with your account
</Trans>
</span>
@@ -304,7 +304,7 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
/>
<label
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
className="ml-2 flex flex-row items-center text-sm text-muted-foreground"
htmlFor={`accept-conditions`}
>
<Trans>I agree to link my account with this organization</Trans>
+461 -418
View File
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@@ -16598,6 +16646,17 @@
"@types/node": "*"
}
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@@ -16895,6 +16954,13 @@
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"@types/node": "^18.0.0 || ^20.0.0 || >=22.0.0",
"@vitest/browser": "3.1.4",
"@vitest/ui": "3.1.4",
"happy-dom": "*",
"jsdom": "*"
},
"peerDependenciesMeta": {
"@edge-runtime/vm": {
"optional": true
},
"@types/debug": {
"optional": true
},
"@types/node": {
"optional": true
},
"@vitest/browser": {
"optional": true
},
"@vitest/ui": {
"optional": true
},
"happy-dom": {
"optional": true
},
"jsdom": {
"optional": true
}
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/expect": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"@vitest/spy": "3.1.4",
"@vitest/utils": "3.1.4",
"chai": "^5.2.0",
"tinyrainbow": "^2.0.0"
},
"funding": {
"url": "https://opencollective.com/vitest"
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/mocker": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"@vitest/spy": "3.1.4",
"estree-walker": "^3.0.3",
"magic-string": "^0.30.17"
},
"funding": {
"url": "https://opencollective.com/vitest"
},
"peerDependencies": {
"msw": "^2.4.9",
"vite": "^5.0.0 || ^6.0.0"
},
"peerDependenciesMeta": {
"msw": {
"optional": true
},
"vite": {
"optional": true
}
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/pretty-format": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"tinyrainbow": "^2.0.0"
},
"funding": {
"url": "https://opencollective.com/vitest"
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/runner": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"@vitest/utils": "3.1.4",
"pathe": "^2.0.3"
},
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"url": "https://opencollective.com/vitest"
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/snapshot": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"@vitest/pretty-format": "3.1.4",
"magic-string": "^0.30.17",
"pathe": "^2.0.3"
},
"funding": {
"url": "https://opencollective.com/vitest"
}
},
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"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"tinyspy": "^3.0.2"
},
"funding": {
"url": "https://opencollective.com/vitest"
}
},
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"version": "3.0.2",
"dev": true,
"license": "MIT",
"engines": {
"node": ">=14.0.0"
}
},
"packages/signing/node_modules/vitest/node_modules/@vitest/utils": {
"version": "3.1.4",
"dev": true,
"license": "MIT",
"dependencies": {
"@vitest/pretty-format": "3.1.4",
"loupe": "^3.1.3",
"tinyrainbow": "^2.0.0"
},
"funding": {
"url": "https://opencollective.com/vitest"
}
},
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"version": "3.1.3",
"dev": true,
"license": "MIT"
},
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"version": "5.2.0",
"dev": true,
"license": "MIT",
"dependencies": {
"assertion-error": "^2.0.1",
"check-error": "^2.1.1",
"deep-eql": "^5.0.1",
"loupe": "^3.1.0",
"pathval": "^2.0.0"
},
"engines": {
"node": ">=12"
}
},
"packages/signing/node_modules/vitest/node_modules/chai/node_modules/loupe": {
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"license": "MIT"
},
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"version": "2.0.0",
"dev": true,
"license": "MIT",
"engines": {
"node": ">= 14.16"
}
},
"packages/signing/node_modules/vitest/node_modules/expect-type": {
"version": "1.2.1",
"dev": true,
"license": "Apache-2.0",
"engines": {
"node": ">=12.0.0"
}
},
"packages/signing/node_modules/vitest/node_modules/std-env": {
"version": "3.9.0",
"dev": true,
"license": "MIT"
},
"packages/signing/node_modules/vitest/node_modules/tinypool": {
"version": "1.0.2",
"dev": true,
"license": "MIT",
"engines": {
"node": "^18.0.0 || >=20.0.0"
}
},
"packages/tailwind-config": {
"name": "@documenso/tailwind-config",
"version": "0.0.0",
@@ -81,6 +81,7 @@ export type CreateEnvelopeOptions = {
globalActionAuth?: TDocumentActionAuthTypes[];
recipients?: CreateEnvelopeRecipientOptions[];
folderId?: string;
delegatedDocumentOwner?: string;
};
attachments?: Array<{
label: string;
@@ -114,6 +115,7 @@ export const createEnvelope = async ({
publicTitle,
publicDescription,
visibility: visibilityOverride,
delegatedDocumentOwner,
} = data;
const team = await prisma.team.findFirst({
@@ -256,6 +258,43 @@ export const createEnvelope = async ({
? await incrementDocumentId().then((v) => v.formattedDocumentId)
: await incrementTemplateId().then((v) => v.formattedTemplateId);
const getValidatedDelegatedOwner = async () => {
if (
!settings.delegateDocumentOwnership ||
!delegatedDocumentOwner ||
requestMetadata.source === 'app'
) {
return null;
}
const delegatedOwner = await prisma.user.findFirst({
where: {
email: delegatedDocumentOwner,
},
});
if (!delegatedOwner) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'Delegated document owner must be a member of the team',
});
}
const isTeamMember = await prisma.team.findFirst({
where: buildTeamWhereQuery({ teamId, userId: delegatedOwner.id }),
});
if (!isTeamMember) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'Delegated document owner must be a member of the team',
});
}
return delegatedOwner;
};
const delegatedOwner = await getValidatedDelegatedOwner();
const envelopeOwnerId = delegatedOwner?.id ?? userId;
return await prisma.$transaction(async (tx) => {
const envelope = await tx.envelope.create({
data: {
@@ -285,7 +324,7 @@ export const createEnvelope = async ({
})),
},
},
userId,
userId: envelopeOwnerId,
teamId,
authOptions,
visibility,
@@ -393,6 +432,9 @@ export const createEnvelope = async ({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED,
envelopeId: envelope.id,
user: {
id: envelopeOwnerId,
},
metadata: requestMetadata,
data: {
title,
@@ -403,6 +445,25 @@ export const createEnvelope = async ({
}),
});
// Create audit log for delegated owner if validation passed
if (delegatedOwner) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELEGATED_OWNER_CREATED,
envelopeId: envelope.id,
user: {
id: userId,
},
metadata: requestMetadata,
data: {
delegatedOwnerName: delegatedOwner.name,
delegatedOwnerEmail: delegatedOwner.email,
teamName: team.name,
},
}),
});
}
await triggerWebhook({
event: WebhookTriggerEvents.DOCUMENT_CREATED,
data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
+14
View File
@@ -44,6 +44,7 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
'DOCUMENT_TITLE_UPDATED', // When the document title is updated.
'DOCUMENT_EXTERNAL_ID_UPDATED', // When the document external ID is updated.
'DOCUMENT_MOVED_TO_TEAM', // When the document is moved to a team.
'DOCUMENT_DELEGATED_OWNER_CREATED', // When the document delegated owner is created.
// ACCESS AUTH 2FA events.
'DOCUMENT_ACCESS_AUTH_2FA_REQUESTED', // When ACCESS AUTH 2FA is requested.
@@ -681,6 +682,18 @@ export const ZDocumentAuditLogEventDocumentMovedToTeamSchema = z.object({
}),
});
/**
* Event: Document delegated owner created.
*/
export const ZDocumentAuditLogEventDocumentDelegatedOwnerCreatedSchema = z.object({
type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELEGATED_OWNER_CREATED),
data: z.object({
delegatedOwnerName: z.string().nullable(),
delegatedOwnerEmail: z.string(),
teamName: z.string(),
}),
});
export const ZDocumentAuditLogBaseSchema = z.object({
id: z.string(),
createdAt: z.date(),
@@ -701,6 +714,7 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
ZDocumentAuditLogEventDocumentCreatedSchema,
ZDocumentAuditLogEventDocumentDeletedSchema,
ZDocumentAuditLogEventDocumentMovedToTeamSchema,
ZDocumentAuditLogEventDocumentDelegatedOwnerCreatedSchema,
ZDocumentAuditLogEventDocumentFieldsAutoInsertedSchema,
ZDocumentAuditLogEventDocumentFieldInsertedSchema,
ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
@@ -530,6 +530,13 @@ export const formatDocumentAuditLogAction = (
anonymous: msg`Envelope item deleted`,
identified: msg`${prefix} deleted an envelope item with title ${data.envelopeItemTitle}`,
}))
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELEGATED_OWNER_CREATED }, ({ data }) => ({
anonymous: msg({
message: `Document ownership delegated`,
context: `Audit log format`,
}),
identified: msg`The document ownership was delegated to ${data.delegatedOwnerName || data.delegatedOwnerEmail} on behalf of ${data.teamName}`,
}))
.exhaustive();
return {
+1
View File
@@ -117,6 +117,7 @@ export const generateDefaultOrganisationSettings = (): Omit<
documentLanguage: 'en',
documentTimezone: null, // Null means local timezone.
documentDateFormat: DEFAULT_DOCUMENT_DATE_FORMAT,
delegateDocumentOwnership: false,
includeSenderDetails: true,
includeSigningCertificate: true,
+1
View File
@@ -184,6 +184,7 @@ export const generateDefaultTeamSettings = (): Omit<TeamGlobalSettings, 'id' | '
documentLanguage: null,
documentTimezone: null,
documentDateFormat: null,
delegateDocumentOwnership: null,
includeSenderDetails: null,
includeSigningCertificate: null,
@@ -0,0 +1,5 @@
-- AlterTable
ALTER TABLE "OrganisationGlobalSettings" ADD COLUMN "delegateDocumentOwnership" BOOLEAN NOT NULL DEFAULT false;
-- AlterTable
ALTER TABLE "TeamGlobalSettings" ADD COLUMN "delegateDocumentOwnership" BOOLEAN;
+6 -4
View File
@@ -818,6 +818,7 @@ model OrganisationGlobalSettings {
includeAuditLog Boolean @default(false)
documentTimezone String? // Nullable to allow using local timezones if not set.
documentDateFormat String @default("yyyy-MM-dd hh:mm a")
delegateDocumentOwnership Boolean @default(false)
typedSignatureEnabled Boolean @default(true)
uploadSignatureEnabled Boolean @default(true)
@@ -844,10 +845,11 @@ model TeamGlobalSettings {
id String @id
team Team?
documentVisibility DocumentVisibility?
documentLanguage String?
documentTimezone String?
documentDateFormat String?
documentVisibility DocumentVisibility?
documentLanguage String?
documentTimezone String?
documentDateFormat String?
delegateDocumentOwnership Boolean?
includeSenderDetails Boolean?
includeSigningCertificate Boolean?
@@ -32,6 +32,7 @@ export const createEnvelopeRoute = authenticatedProcedure
folderId,
meta,
attachments,
delegatedDocumentOwner,
} = payload;
ctx.logger.info({
@@ -144,6 +145,7 @@ export const createEnvelopeRoute = authenticatedProcedure
recipients: recipientsToCreate,
folderId,
envelopeItems,
delegatedDocumentOwner,
},
attachments,
meta,
@@ -41,6 +41,11 @@ export const createEnvelopeMeta: TrpcRouteMeta = {
export const ZCreateEnvelopePayloadSchema = z.object({
title: ZDocumentTitleSchema,
type: z.nativeEnum(EnvelopeType),
delegatedDocumentOwner: z
.string()
.email()
.describe('The email of the user who will own the document.')
.optional(),
externalId: ZDocumentExternalIdSchema.optional(),
visibility: ZDocumentVisibilitySchema.optional(),
globalAccessAuth: z.array(ZDocumentAccessAuthTypesSchema).optional(),
@@ -36,6 +36,7 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
delegateDocumentOwnership,
// Branding related settings.
brandingEnabled,
@@ -99,6 +100,10 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
const derivedDrawSignatureEnabled =
drawSignatureEnabled ?? organisation.organisationGlobalSettings.drawSignatureEnabled;
const derivedDelegateDocumentOwnership =
delegateDocumentOwnership ??
organisation.organisationGlobalSettings.delegateDocumentOwnership;
if (
derivedTypedSignatureEnabled === false &&
derivedUploadSignatureEnabled === false &&
@@ -140,6 +145,7 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
delegateDocumentOwnership: derivedDelegateDocumentOwnership,
// Branding related settings.
brandingEnabled,
@@ -22,6 +22,7 @@ export const ZUpdateOrganisationSettingsRequestSchema = z.object({
typedSignatureEnabled: z.boolean().optional(),
uploadSignatureEnabled: z.boolean().optional(),
drawSignatureEnabled: z.boolean().optional(),
delegateDocumentOwnership: z.boolean().nullish(),
// Branding related settings.
brandingEnabled: z.boolean().optional(),
@@ -39,6 +39,7 @@ export const updateTeamSettingsRoute = authenticatedProcedure
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
delegateDocumentOwnership,
// Branding related settings.
brandingEnabled,
@@ -150,6 +151,7 @@ export const updateTeamSettingsRoute = authenticatedProcedure
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
delegateDocumentOwnership,
// Branding related settings.
brandingEnabled,
@@ -26,6 +26,7 @@ export const ZUpdateTeamSettingsRequestSchema = z.object({
typedSignatureEnabled: z.boolean().nullish(),
uploadSignatureEnabled: z.boolean().nullish(),
drawSignatureEnabled: z.boolean().nullish(),
delegateDocumentOwnership: z.boolean().nullish(),
// Branding related settings.
brandingEnabled: z.boolean().nullish(),
@@ -626,7 +626,7 @@ export const AddFieldsFormPartial = ({
{selectedField && (
<div
className={cn(
'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
'dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white text-muted-foreground ring-2 transition duration-200 [container-type:size]',
selectedSignerStyles?.base,
{
'-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
@@ -728,7 +728,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground font-signature flex items-center justify-center gap-x-1.5 text-lg font-normal',
'flex items-center justify-center gap-x-1.5 font-signature text-lg font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Trans>Signature</Trans>
@@ -752,7 +752,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Contact className="h-4 w-4" />
@@ -777,7 +777,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Mail className="h-4 w-4" />
@@ -802,7 +802,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<User className="h-4 w-4" />
@@ -827,7 +827,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<CalendarDays className="h-4 w-4" />
@@ -852,7 +852,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Type className="h-4 w-4" />
@@ -877,7 +877,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Hash className="h-4 w-4" />
@@ -902,7 +902,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Disc className="h-4 w-4" />
@@ -927,7 +927,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<CheckSquare className="h-4 w-4" />
@@ -953,7 +953,7 @@ export const AddFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<ChevronDown className="h-4 w-4" />
@@ -581,7 +581,7 @@ export const AddTemplateFieldsFormPartial = ({
{selectedField && (
<div
className={cn(
'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
'dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white text-muted-foreground ring-2 transition duration-200 [container-type:size]',
selectedSignerStyles?.base,
{
'-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
@@ -650,7 +650,7 @@ export const AddTemplateFieldsFormPartial = ({
variant="outline"
role="combobox"
className={cn(
'bg-background text-muted-foreground hover:text-foreground mb-12 mt-2 justify-between font-normal',
'mb-12 mt-2 justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
selectedSignerStyles?.comboxBoxTrigger,
)}
>
@@ -681,7 +681,7 @@ export const AddTemplateFieldsFormPartial = ({
<CommandInput />
<CommandEmpty>
<span className="text-muted-foreground inline-block px-4">
<span className="inline-block px-4 text-muted-foreground">
<Trans>No recipient matching this description was found.</Trans>
</span>
</CommandEmpty>
@@ -689,14 +689,14 @@ export const AddTemplateFieldsFormPartial = ({
{/* Note: This is duplicated in `add-fields.tsx` */}
{recipientsByRoleToDisplay.map(([role, roleRecipients], roleIndex) => (
<CommandGroup key={roleIndex}>
<div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
<div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
{_(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
</div>
{roleRecipients.length === 0 && (
<div
key={`${role}-empty`}
className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
>
<Trans>No recipients with this role</Trans>
</div>
@@ -720,7 +720,7 @@ export const AddTemplateFieldsFormPartial = ({
}}
>
<span
className={cn('text-foreground/70 truncate', {
className={cn('truncate text-foreground/70', {
'text-foreground/80': recipient === selectedSigner,
})}
>
@@ -768,7 +768,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground font-signature flex items-center justify-center gap-x-1.5 text-lg font-normal',
'flex items-center justify-center gap-x-1.5 font-signature text-lg font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Trans>Signature</Trans>
@@ -793,7 +793,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Contact className="h-4 w-4" />
@@ -819,7 +819,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Mail className="h-4 w-4" />
@@ -845,7 +845,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<User className="h-4 w-4" />
@@ -871,7 +871,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<CalendarDays className="h-4 w-4" />
@@ -897,7 +897,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Type className="h-4 w-4" />
@@ -923,7 +923,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Hash className="h-4 w-4" />
@@ -949,7 +949,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<Disc className="h-4 w-4" />
@@ -975,7 +975,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<CheckSquare className="h-4 w-4" />
@@ -1002,7 +1002,7 @@ export const AddTemplateFieldsFormPartial = ({
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
'flex items-center justify-center gap-x-1.5 text-sm font-normal text-muted-foreground group-data-[selected]:text-foreground',
)}
>
<ChevronDown className="h-4 w-4" />