Commit Graph

765 Commits

Author SHA1 Message Date
David Nguyen 3e97643e7e 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
2025-03-24 15:25:29 +11:00
Lucas Smith 63a4bab0fe feat: better document rejection (#1702)
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.

## Related Issue

N/A

## Changes Made

- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.

## Testing Performed

- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
David Nguyen a0ace803cf fix: admin signing page crash 2025-03-12 16:53:09 +11:00
Tom 7214965c0c chore: update French translations (#1679) 2025-03-12 16:22:06 +11:00
Catalin Pit 63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
Catalin Pit 65be37514f fix: prefill fields (#1689)
Users can now selectively choose which properties to pre-fill for each
field - from just a label to all available properties.
2025-03-07 09:09:15 +11:00
Catalin Pit 0df29fce36 fix: invalid request body (#1686)
Fix the invalid request body so the webhooks work again.
2025-03-06 19:47:24 +11:00
Catalin Pit 422770a8c7 feat: allow fields prefill when generating a document from a template (#1615)
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00
David Nguyen e08d62c844 fix: remove invalid prisma zod schemas 2025-03-04 01:20:13 +11:00
David Nguyen 25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
David Nguyen ad520bb032 fix: remove oauth from embeds 2025-02-27 14:08:59 +11:00
David Nguyen 596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
David Nguyen 6474b4a524 fix: add preferred team middleware 2025-02-26 19:42:42 +11:00
Mythie deea99d865 feat: search by externalId 2025-02-25 20:07:47 +11:00
David Nguyen c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
David Nguyen 7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
David Nguyen d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00
David Nguyen 01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +11:00
Lucas Smith 483d7caef7 feat: allow document rejection in embeds (#1662) 2025-02-21 01:27:03 +11:00
David Nguyen 139bc265c7 fix: migrate billing to RR7 2025-02-21 01:16:23 +11:00
David Nguyen 991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
David Nguyen 50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
David Nguyen ec07092bf6 fix: session refresh 2025-02-19 22:29:30 +11:00
David Nguyen ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
David Nguyen 24f3ecd94f fix: remove marketing url 2025-02-19 16:45:54 +11:00
David Nguyen a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
David Nguyen 5ce2bae39d fix: resolve internal pdf translations 2025-02-19 14:43:35 +11:00
David Nguyen dd602a7e1c fix: themes 2025-02-18 15:17:13 +11:00
David Nguyen 5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
David Nguyen 1ed1cb0773 chore: refactor sessions 2025-02-16 00:44:01 +11:00
David Nguyen e518985833 fix: migrate 2fa to custom auth 2025-02-14 22:00:55 +11:00
David Nguyen 595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
David Nguyen 180656978b feat: add themes 2025-02-14 17:50:23 +11:00
David Nguyen 28f5177064 fix: dialogs with search params 2025-02-14 16:14:02 +11:00
David Nguyen 92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
David Nguyen 7379391f92 fix: migrate translations 2025-02-13 20:24:27 +11:00
David Nguyen ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +11:00
Ephraim Duncan c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00
David Nguyen 0b3638c42c feat: add Polish and Italian (#1618) 2025-02-13 18:48:37 +11:00
Catalin Pit 0f50110853 fix: create global settings on team creation (#1601)
The global team settings weren't created when creating a new team.

## Changes Made

The global team settings are now created when a new team is created.
2025-02-13 18:47:59 +11:00
Catalin Pit b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +11:00
Lucas Smith c9e8a32471 feat: bulk send templates via csv (#1578)
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.
2025-02-13 18:44:29 +11:00
Ephraim Duncan b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00
Lucas Smith 9db42accf3 feat: add text align option to fields (#1610)
Adds the ability to align text to the left, center or right for relevant
fields.

Previously text was always centered which can be less desirable.

See attached debug document which has left, center and right text
alignments set for fields.

<img width="614" alt="image"
src="https://github.com/user-attachments/assets/361a030e-813d-458b-9c7a-ff4c9fa5e33c"
/>

N/A

- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion

- Ran manual tests using the debug mode
2025-02-13 18:28:33 +11:00
David Nguyen 383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
Mythie 0ef85b47b1 fix: handle empty object as fieldMeta 2025-01-21 09:46:54 +11:00
David Nguyen 0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
David Nguyen 9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
David Nguyen 5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
David Nguyen 901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00