Commit Graph
448 Commits
Author SHA1 Message Date
Ephraim Duncan a6d4bbd8bc Merge branch 'main' into refactor/trpc-error-formatter 2026-09-24 11:29:49 +00:00
Ephraim Duncan 638e92d534 feat: add team document analytics dashboard (#3355) 2026-09-24 09:50:35 +10:00
David Nguyen e658cc5818 feat: add inbox filters (#3372) 2026-09-17 17:21:34 +10:00
Ephraim Duncan cf326f825d feat: replace template view tabs with a filter pill (#3148) 2026-09-17 10:24:19 +10:00
Ephraim Duncan 2618d4d4be chore(embedding): remove unregistered multi-sign mutation (#3339) 2026-09-16 14:07:04 +10:00
Ephraim Duncan 132c4b08c5 fix(trpc): v2 field position updates silently dropped; rewrite fields API docs (#3136) 2026-09-16 13:59:40 +10:00
Durgesh Shekhawat 20ae849a1a fix: use nuqs prevent infinite re-render loop (#2868) 2026-09-11 20:29:24 +10:00
Lucas Smith 6a99b40cba fix: improve action auth flow for passwordless users (#3358)
Selecting password auth failed with a generic "Unauthorized" for users
who signed up via OAuth or passkey, with no way to set one.

Detect the missing password and email the existing reset link from the
signing dialog and security settings. Require a 2FA code and rate limit
update-password.
2026-09-11 14:17:34 +10:00
David Nguyen 6a8bb4be04 fix: improve invalid bulk template upload error handling (#3326) 2026-09-08 21:03:02 +10:00
Lucas Smith ae4b56dd88 feat: optimise posthog usage and add error tracking (#3301)
Disable autocapture and person profiles for anonymous users, and
redact signing tokens from captured URLs.

Manually wire exception capture into the signing, editor and embed
flows with recipient/envelope context for debugging recipient-reported
issues.

Track activation events (webhooks, api tokens, direct links, embed
sessions) server-side with org attribution, and drop client events
already tracked in-app.
2026-08-27 11:11:51 +10:00
Ephraim Duncan dd08da7ea7 refactor(trpc): use ts-pattern for envelope document-data resolution (#3222) 2026-08-25 18:29:24 +10:00
Catalin Pit 10f2b80025 feat: last used column for api tokens (#3230) 2026-08-25 18:07:31 +10:00
Ephraim Duncan 914e325486 docs(trpc): add openapi descriptions to envelope cancel, delete and update routes (#3134)
## Description

The envelope cancel, delete, and update routes rendered without
descriptions in the generated OpenAPI reference.

## Changes Made

- Added route-level OpenAPI `description` to `cancel-envelope.types.ts`,
`delete-envelope.types.ts`, and `update-envelope.types.ts`.
- Added field-level `.describe()` calls on request schemas, matching the
style of sibling envelope-router schemas (e.g.
`get-envelopes-by-ids.types.ts`, `distribute-envelope.types.ts`).

## Testing Performed

`npx tsc --noEmit -p packages/trpc` passes with no errors. Metadata-only
change — no runtime behavior affected.
2026-08-19 09:28:40 +00:00
Lucas Smith 871c2a6f0e fix: surface actionable errors when completing documents (#3229) 2026-08-18 21:08:05 +10:00
Lucas Smith 779de01fe8 feat: migrate to react 19 (#3107) 2026-08-17 16:58:11 +10:00
ephraimduncan c8ff704467 refactor(trpc): tighten error formatter and route meta types 2026-08-15 13:50:32 +00:00
Lucas Smith fc95ee9ead fix: handle completion when already signed (#3159)
Previously attempting to complete a document which is already completed
you'd get a generic error toast. Now when completing a document that you
have already completed you are redirected to the completed page.

Handles cases where two mutations managed to fire racing eachother.
2026-08-10 09:25:41 +10:00
David Nguyen d6cf3fec4b feat: unify settings (#3128) 2026-08-09 16:00:55 +10:00
Lucas Smith f0ab7c112e fix: add more logging for errors on sign or complete (#3151) 2026-08-05 11:29:38 +10:00
Lucas Smith 8bfcec8ee6 fix: add logging for errors on sign or complete (#3149) 2026-08-05 08:12:55 +10:00
Ephraim Duncan 6ec67d1c4d feat: rejected and expired recipient filters (#2889) 2026-07-30 10:41:45 +10:00
David Nguyen c02dfaba1a feat: rework command search (#3109) 2026-07-23 13:16:44 +09:00
David Nguyen 54befb5962 fix: update stripe team member billing (#2991) 2026-07-23 14:09:06 +10:00
David Nguyen 26f0c4c5b7 chore: deprecate endpoints (#3022) 2026-07-23 13:57:09 +10:00
Catalin Pit 50f272be87 fix: admin organisation limits and usage UI (#3014) 2026-07-02 16:50:11 +10:00
Catalin Pit a55e6d9484 fix: block invisible & control characters and URLs in names (#2978) 2026-07-02 16:20:56 +10:00
David Nguyen d35d13db23 fix: remove presigned branding upload (#3053) 2026-07-02 15:51:19 +10:00
David Nguyen 7062fadf0b fix: add additional team group permission checks (#3052) 2026-06-30 15:45:48 +10:00
Lucas Smith 8f68393241 fix: tighten permission and validation checks (#3046) 2026-06-29 13:15:13 +10:00
Lucas Smith c219305eb1 chore: add tests for cert and audit log download via api (#3043) 2026-06-27 19:54:14 +10:00
David Nguyen 96ab78c33f fix: resolve permission issues (#3029) 2026-06-26 14:46:30 +10:00
Lucas Smith 241929bb97 feat: add API endpoints for downloading certificate and audit log PDFs (#3025)
Add V2 API routes to download an envelope's certificate and audit log
separately, and align the internal cert/audit log downloads to use
envelopeId.

Enforces document visibility via getEnvelopeWhereInput and loads field
signatures so certificates render correctly.
2026-06-26 00:01:55 +10:00
Lucas Smith f2525ae95b feat: add API endpoint to reject documents on behalf of recipients (#3007)
Programmatically record an external rejection on behalf of a recipient
who declined outside the platform. Flags the rejection as external in
the audit log, optionally attributes it to a specific team member via
actAsEmail, and enforces team membership and document visibility.
2026-06-22 21:59:07 +10:00
David Nguyen c23d739f76 feat: allow additional envelope duplicate settings (#3008) 2026-06-22 14:41:38 +10:00
Lucas Smith 4f346d3c2d feat: add cancellable document status (#2992)
Adds a CANCELLED envelope status that privileged members (owner or team
admin/manager) can move a pending document into. Sending recipient
notifications via a background job while retaining the document in the
dashboard as proof of distribution.

Includes a dedicated Cancelled tab, single and bulk cancel actions,
the ENVELOPE_CANCELLED mutability guard, and e2e coverage for
permissions
and visibility.
2026-06-18 13:52:35 +10:00
Lucas Smith d5ce222482 feat: add CSC AES/QES signing (v1 instance-wide config) (#2874)
Adds Cloud Signature Consortium (CSC) integration for AES/QES signing
against a configured TSP. v1 ships as instance-wide configuration via
environment variables, with per-envelope signature level selection,
license gating, and an OAuth-driven signing flow (capture + FIFO
signers, SAD session, blocking/in-progress recipient pages).

Includes signature level compatibility checks (role, signing order,
dictate next signer), envelope mutability assertions, Prisma migration
for signature level and CSC tables, and docs for the new signing
certificate options.
2026-06-16 23:37:34 +10:00
David Nguyen 15549a6758 fix: add early quota warning (#2986)
## Description

- Add banners when plans near fair use limits
- Automated email alerts to our support when nearing fair use limits
2026-06-15 16:02:18 +10:00
Lucas Smith eb45d1e5a9 fix: reconcile billing when stripe subscription is missing (#2988)
Catch resource_missing in the subscription route, return null so the
billing page still loads, and fire a sync to converge the stale row.
2026-06-15 15:58:40 +10:00
Lucas Smith 3887aa67c8 fix: rework stripe webhooks into idempotent subscription sync (#2977)
Replace per-event webhook handlers with a single sync function that
fetches the current state from Stripe and converges the local
subscription, claim, and organisation type.

- Create organisations upfront before checkout, restricted as
  "pending payment" until the first payment syncs
- Add rate-limited subscription sync route, triggered on checkout
  success so the UI doesn't wait on webhooks
- Surface pending payment state in banner, billing table, and limits
2026-06-12 16:01:03 +10:00
David Nguyen 8c11266747 fix: correctly orphan envelopes and stripe cancel on delete (#2967) 2026-06-09 15:52:14 +10:00
Rana Pratap Sarangi 5f4e0ccf6b fix: exclude rejected documents from inbox count (#2893) 2026-06-09 10:49:18 +10:00
David Nguyen 8448e333cf fix: update new quota and rates UX (#2954) 2026-06-08 14:14:22 +10:00
David Nguyen 4ee789ea37 fix: add multi email transport system (#2942) 2026-06-05 21:19:20 +10:00
David Nguyen 993a494784 fix: add email reporting (#2918) 2026-06-03 16:05:39 +10:00
David Nguyen 4bda501d51 feat: add stripe sync (#2877) 2026-06-01 18:17:16 +10:00
David Nguyen 536142be03 feat: add admin org stats (#2904) 2026-06-01 17:26:51 +10:00
David Nguyen 61138cdd81 fix: add dynamic rate limits (#2892) 2026-05-31 00:34:28 +10:00
Lucas Smith a84da2f2c7 chore: disabled account enforcement (#2882) 2026-05-28 22:19:13 +10:00
Anish Patil 0fe697c26c fix: handle duplicate organization URL update errors gracefully (#2808) 2026-05-26 14:56:23 +10:00
Ephraim Duncan 2cb4cc29ea feat: allow admins to create users (#2082) 2026-05-19 20:37:03 +10:00