## Description
Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.
This PR disables uploading any documents that cannot be loaded as a
temporary measure.
**Note**
This is a client side only check
## Changes Made
- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong
Improves the sealing process by being strict on how
long certificate generation can take, opting to fail
generation and continue sealing.
Also changes the ordering of sealing so an error in the
process won't also cause a document to be "COMPLETED"
since it hasn't been cryptographically sealed yet.
The downside to this change is that documents that fail
during sealing will require manual intervention as a signer
or owner won't be able to *complete* the document.
## Description
Currently deleting a pending document where you are a recipient off will
delete the document, but will also throw an error.
This is due to the recipient being updated after the document deleted,
which is only supposed to happen for completed documents.
## Description
Feature flags are broken on SSR due to this error
```
TypeError: fetch failed
at Object.fetch (node:internal/deps/undici/undici:11731:11)
at process.processTicksAndRejections (node:internal/process/task_queues:95:5) {
cause: RequestContentLengthMismatchError: Request body length does not match content-length header
at write (node:internal/deps/undici/undici:8590:41)
at _resume (node:internal/deps/undici/undici:8563:33)
at resume (node:internal/deps/undici/undici:8459:7)
at [dispatch] (node:internal/deps/undici/undici:7704:11)
at Client.Intercept (node:internal/deps/undici/undici:7377:20)
at Client.dispatch (node:internal/deps/undici/undici:6023:44)
at [dispatch] (node:internal/deps/undici/undici:6254:32)
at Pool.dispatch (node:internal/deps/undici/undici:6023:44)
at [dispatch] (node:internal/deps/undici/undici:9343:27)
at Agent.Intercept (node:internal/deps/undici/undici:7377:20) {
code: 'UND_ERR_REQ_CONTENT_LENGTH_MISMATCH'
}
}
```
I've removed content-length header since it isn't mandatory to my
knowledge for get requests.
## Changes
- Add fallback local flags when individual flag request fails
- Add error logging
- Remove `content-length` from headers being passed to Posthog
## Description
Added the ability for recipients to see fields from other recipients who
have completed the document when they are signing the document
Added the ability for the document owner to see fields from recipients
who have completed the field on the document page view (only visible
when the document is pending)
## 🚨🚨 Migrations🚨🚨
- Drop all `Fields` that do not have a `Recipient` set (not sure how it
was possible in the first place)
- Remove optional `Recipient` field on `Field` which doesn't make sense
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Summary by CodeRabbit
- **New Features**
- Enhanced document viewing by adding read-only fields based on document
status.
- Improved signing page by fetching and displaying completed fields for
tokens.
- Updated avatar component to show recipient status with tooltips for
better user interaction.
- **Bug Fixes**
- Made `recipientId` a required field in the database to ensure data
consistency.
- **Refactor**
- Optimized popover functionality in UI components for better
performance and user experience.
- **Documentation**
- Added detailed component and function descriptions for new features in
the system.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Disable the document certificate download button when the document is
not complete
## Changes Made
- Disable UI button
- Disable TRPC API endpoint
## Testing Performed
Tested locally for pending, draft and completed documents
**Description:**
This PR adds a check for filename title and if the title ends with
`.pdf` then the extension isnt added or else its added
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **Bug Fixes**
- Enhanced email attachment handling to ensure PDF files are correctly
identified with a ".pdf" extension.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Allow users to download a completed document via API.
## Testing Performed
Tested the code locally by trying to download both draft and completed
docs. Works as expected.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Implemented functionality to download signed documents directly from
the app.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Updated the email content based on whether the document owner is a
recipient or not.
If the document owner is a recipient (self-signer):
* the email subject will be `Please view/sign/approve your document`
* the email header will be `Please view/sign/approve your document
"<your-doc-title>"`
* the email content will be `You have initiated the document
"<your-doc-title>" that requires you to view/sign/approve it.`
Otherwise:
* the email subject will be `Please view/sign/approve this document`
* the email header will be `<doc-owner> has invited you to
view/sign/approve "<doc-title>"`
* the email content will be `<doc-owner> has invited you to
view/sign/approve the document "<doc-title>".`
## Related Issue
Related to #1091
## Testing Performed
Tested the feature with a different number of recipients (including and
excluding the document owner - self-signer). Tested both the sending and
resending functionality.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
## UI Screenshots




<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Summary by CodeRabbit
- **New Features**
- Enhanced the document invitation components to support scenarios where
the recipient is also the sender, providing customized email content and
subject lines.
- Introduced new properties in email templates to improve clarity and
relevance based on the user's role in the document signing process.
- **Refactor**
- Updated components to use a more flexible `headerContent` property for
displaying invitation headers, replacing previous individual inviter
details.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.
## Changes Made
- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents
- Remove ability to copy signing tokens unless document is pending
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.
- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Add additional information for each role to help document owners
understand what each role involves.
## Changes Made



## Testing Performed
Tested the changes locally.
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Updated recipient role terminology and added tooltips in the
`AddSignersFormPartial` component:
- "Signer" changed to "Needs to sign" with tooltip
- "Receives copy" changed to "Needs to approve" with tooltip
- "Approver" changed to "Needs to view" with tooltip
- "Viewer" changed to "Receives copy" with tooltip
- Enhanced select dropdown options with icons and tooltips for different
recipient roles in the `AddTemplatePlaceholderRecipients` component.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
## Description
This PR introduces the ability to add oneself as a signer by simply
clicking a button, rather than filling the details manually.
### "Add Myself" in the document creation flow
https://github.com/documenso/documenso/assets/25515812/0de762e3-563a-491f-a742-9078bf1d627d
### "Add Myself" in the document template creation flow
https://github.com/documenso/documenso/assets/25515812/775bae01-3f5a-4b24-abbf-a47b14ec594a
## Related Issue
Addresses
[#113](https://github.com/documenso/backlog-internal/issues/113)
## Changes Made
Added a new button that grabs the details of the logged-in user and
fills the fields *(email, name, and role)* automatically when clicked.
## Testing Performed
Tested the changes locally through the UI.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced the ability for users to add themselves as signers within
documents seamlessly.
- **Enhancements**
- Improved form handling logic to accommodate new self-signer
functionality.
- Enhanced user interface elements to support the addition of self as a
signer, including a new "Add myself" button and disabling input fields
during the process.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
**Description:**
- Updated mobile header with respect to latest designs
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Added a new `showText` property to the `MenuSwitcher` component to
control text visibility.
- Added a `textSectionClassName` property to the `AvatarWithText`
component for conditional text section styling.
- Updated the `CommandDialog` and `DialogContent` components with new
positioning and styling properties.
- **Style Updates**
- Adjusted text size responsiveness in the `Hero` component for various
screen sizes.
- Modified text truncation and input styling in the `Widget` component.
- Changed the width of the `SheetContent` element in `MobileNavigation`
and adjusted footer layout.
- **Documentation**
- Added instructions for certificate placement in `SIGNING.md`.
- **Refactor**
- Standardized type imports across various components and utilities for
improved type checking.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Signed-off-by: Adithya Krishna <adithya@documenso.com>
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
The searchDocuments function is used for the shortcuts commands, afaik.
The function returns the documents that match the user query (if any),
alongside all their recipients.
The reason for that is so it can build the path for the document. E.g.
if you're the document owner, the document path will be
`..../documents/{id}`. But if you're a signer for example, the document
path (link) will be `..../sign/{token}`.
So instead of doing that on the frontend, I moved it to the backend.
At least that's what I understood. If I'm wrong, please correct me.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Enhanced the `CommandMenu` component to simplify search result
generation and improve document link management based on user roles.
- **Refactor**
- Updated document search logic to include recipient token masking and
refined document mapping.
- **Style**
- Minor formatting improvement in document routing code.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **Refactor**
- Enhanced the API specification generation process to include operation
IDs, security schemes, and security definitions more efficiently.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>