Commit Graph

275 Commits

Author SHA1 Message Date
Ted Liang 9c6ee88cc4 fix: security CVE-2026-23527 (#2399) 2026-01-27 15:52:34 +11:00
Catalin Pit bb3e9583e4 feat: add default recipients for teams and orgs (#2248) 2026-01-13 20:32:00 +11:00
Lucas Smith cef7987a72 feat: add audit logs to document details page (#2379)
- Add collapsible audit logs section with paginated table
- Add View JSON button to inspect raw audit log entries
- Display legacy document ID and recipient roles
- Add admin TRPC endpoint for fetching audit logs
- Add database index on envelopeId for DocumentAuditLog table

<img width="887" height="724" alt="image"
src="https://github.com/user-attachments/assets/aeb904c9-515f-49e1-9f8f-513aef455678"
/>
2026-01-13 14:18:10 +11:00
David Nguyen c2ea5e5859 fix: migrate certificate generation (#2251)
Generate certificates and audit logs using Konva instead of browserless.

This should:
- Reduce the changes of generations failing
- Improve sealing speed
2026-01-06 14:26:19 +11:00
Catalin Pit baa2c51123 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.
2025-12-23 22:08:54 +11:00
David Nguyen 0cebdec637 fix: remove legacy envelope uploads (#2303) 2025-12-11 14:09:38 +11:00
David Nguyen f80aa4bf72 chore: optimize tests (#2280) 2025-12-06 12:59:53 +11:00
Lucas Smith 7a94ee3b83 feat: add ai detection for recipients and fields (#2271)
Use Gemini to handle detection of recipients and fields within
documents.

Opt in using organisation or team settings.

Replaces #2128 since the branch was cursed and would include
dependencies that weren't even in the lock file.



https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec
2025-12-03 23:39:41 +11:00
Ephraim Duncan 94646cd48a perf: add database indexes for insights queries (#2211) 2025-11-26 21:21:01 +11:00
Lucas Smith d2176627ca chore: dependency updates (#2229) 2025-11-22 20:28:20 +11:00
David Nguyen 56526f9448 feat: extend use envelope response (#2192) 2025-11-14 13:52:19 +11:00
Lucas Smith 3d1fe85d62 fix: add foreign key indexes (#2184)
Can't believe we missed some of these ☠️
2025-11-13 10:43:11 +11:00
David Nguyen e2f5e570cf fix: envelope direct template (#2156) 2025-11-09 22:23:13 +11:00
David Nguyen 9fd9613076 feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
David Nguyen d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen d2a009d52e fix: allow direct template recipient dictation (#2108) 2025-11-01 12:44:34 +11:00
David Nguyen 03eb6af69a feat: polish envelopes (#2090)
## Description

The rest of the owl
2025-10-24 16:22:06 +11:00
Lucas Smith 2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
David Nguyen 7f09ba72f4 feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00
Lucas Smith 3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
David Nguyen 9ac7b94d9a feat: add organisation sso portal (#1946)
Allow organisations to manage an SSO OIDC compliant portal. This method
is intended to streamline the onboarding process and paves the way to
allow organisations to manage their members in a more strict way.
2025-09-09 17:14:07 +10:00
Catalin Pit d1eb14ac16 feat: include audit trail log in the completed doc (#1916)
This change allows users to include the audit trail log in the completed
documents; similar to the signing certificate.


https://github.com/user-attachments/assets/d9ae236a-2584-4ad6-b7bc-27b3eb8c74d3

It also solves the issue with the text cutoff.
2025-08-07 11:44:59 +10:00
David Nguyen 3409aae411 feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +10:00
Catalin Pit 7a5a9eefe8 feat: upload template via API (#1842)
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
David Nguyen 32a5d33a16 fix: invalid folder queries (#1898)
Currently the majority of folder mutations only work if the user is the
owner of the folder.
2025-07-16 14:37:55 +10:00
Ephraim Duncan 400d2a2b1a feat: sign out of all sessions (#1797) 2025-06-11 17:57:38 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 93aece9644 chore: dependency updates (#1808) 2025-05-22 14:30:22 +10:00
Catalin Pit 17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
Lucas Smith 12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +10:00
Ephraim Duncan bdb0b0ea88 feat: certificate qrcode (#1755)
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
David Nguyen 193325717d fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +10:00
David Nguyen 063fd32f18 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)

- 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
2025-03-24 17:13:11 +11:00
Lucas Smith f1525991dc feat: dictate next signer (#1719)
Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.

## Related Issue

N/A

## Changes Made

- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
  - Regular signing with dictation enabled
  - Assistant role with dictation
  - Parallel signing flow
  - Disabled dictation state

## Testing Performed

- Added comprehensive e2e tests covering:
  - Sequential signing with dictation
  - Assistant role dictation
  - Parallel signing without dictation
  - Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
2025-03-21 13:27:04 +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 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 a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
David Nguyen 5d86e84217 fix: prepare auth migration (#1648)
Add schema session migration in preparation for auth migration.
2025-02-18 15:19:42 +11:00
David Nguyen 79e26a9a46 fix: remove session migration 2025-02-18 15:19:39 +11:00
Mythie 113ab293bb chore: make all the docker stuff work 2025-02-14 14:53:01 +11:00
Ephraim Duncan 87dcdd44cd chore: update local seed data (#1622)
Add multiple example documents, pending documents, and templates for
both admin and example users
2025-02-13 19:50:05 +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
Catalin Pit b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +11:00
David Nguyen 383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +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
David Nguyen 7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
Catalin Pit 6fc5e565d0 fix: add document visibility to template (#1566)
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00