110 Commits

Author SHA1 Message Date
Lucas Smith b37529a1cf fix: show warning on overlapping fields (#3017) 2026-06-23 15:11:57 +10:00
David Nguyen d9b7722325 fix: correctly use default distribute envelope tab (#3010) 2026-06-22 16:27:50 +10:00
David Nguyen c23d739f76 feat: allow additional envelope duplicate settings (#3008) 2026-06-22 14:41:38 +10:00
David Nguyen dee3259088 fix: remove old dialogs (#3006) 2026-06-22 14:17:22 +10:00
David Nguyen 948d1bbf12 fix: improve team member removal ux (#3001) 2026-06-22 12:16:55 +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
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
Konrad ce96238464 fix(ui): direct signing templates window layout (#2909) 2026-06-03 16:00:24 +10:00
David Nguyen 4bda501d51 feat: add stripe sync (#2877) 2026-06-01 18:17:16 +10:00
Ephraim Duncan 2cb4cc29ea feat: allow admins to create users (#2082) 2026-05-19 20:37:03 +10:00
David Nguyen cfaad6efc9 feat: add admin org deletion (#2795) 2026-05-13 15:28:27 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
Lucas Smith f66751668a fix: paginate and search member/group pickers (#2768) 2026-05-07 15:03:38 +10:00
Ephraim Duncan 8c0e029b1b feat: add pending signed PDF downloads (#2730) 2026-05-05 17:25:24 +10:00
David Nguyen 2f4c3893a3 fix: remove envelope title cropping (#2739) 2026-04-28 16:01:19 +10:00
Catalin Pit e063af628f feat: allow admins to remove organisation and team members (#2705) 2026-04-22 23:08:16 +10:00
Catalin Pit d38d703fd3 fix: error message (update title) (#2691) 2026-04-22 15:42:07 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
David Nguyen 6d7bd212bf fix: clean up duplicate dialogs (#2686) 2026-04-09 14:37:49 +10:00
David Nguyen 283334921b fix: update team member invitation ux (#2687) 2026-04-09 14:32:29 +10:00
Swalih kolakkadan 6f650e1c2f feat: add document rename feature (#2542) (#2595) 2026-04-02 19:07:52 +11:00
David Nguyen e3b7a9e7cb feat: add ability to save documents as template (#2661) 2026-04-01 16:03:26 +11:00
Lucas Smith 2346de83a6 fix: replace z.string().email() with RFC 5322 compliant zEmail() (#2656) 2026-03-26 16:31:21 +11:00
Lucas Smith 814f6e62de fix: replace z.string().email() with RFC 5322 compliant ZEmail/zEmail (#2655) 2026-03-26 13:31:26 +11:00
David Nguyen 0b605d61c6 feat: add envelope pdf replacement (#2602) 2026-03-18 22:53:28 +11:00
Catalin Pit 455fef70bd fix: folder view all page nested navigation and search filtering (#2450)
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
2026-03-17 12:02:32 +02:00
David Nguyen e67e19358a fix: add hipaa flag (#2603) 2026-03-13 12:06:10 +11:00
David Nguyen 7ea664214a feat: add embedded envelopes (#2564)
## Description

Add envelopes V2 embedded support

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-06 14:11:27 +11:00
David Nguyen 6faa01d384 feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Lucas Smith 7d3a56a006 feat: add admin ability to move subscription between orgs (#2558)
## Summary

- Adds a new admin action to move a subscription (and Stripe customerId)
from one organisation to another owned by the same user
- The target organisation must be on the free plan (no active
subscription) — enforces paid → free only
- The source organisation's claim is reset to the free plan after the
move

## How it works

A "Move Subscription" option appears in the actions dropdown of the
organisations table (on the admin user detail page) for any org with an
active or past-due subscription. Clicking it opens a dialog where the
admin selects a target org from a filtered list of eligible (free-plan)
orgs owned by the same user.

The backend performs the swap atomically in a single Prisma transaction:
1. Deletes any stale inactive subscription on the target org
2. Moves the `customerId` from source to target org
3. Reassigns the `Subscription` record to the target org
4. Copies claim entitlements to the target org
5. Resets the source org's claim to FREE

No Stripe API calls are made — the Stripe subscription and customer
remain unchanged; only the DB-level org association is updated.

## Files changed

- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.types.ts`
— Zod schemas
- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.ts` —
Admin mutation
- **New:**
`apps/remix/app/components/dialogs/admin-swap-subscription-dialog.tsx` —
Dialog component
- **Modified:** `packages/trpc/server/admin-router/router.ts` — Register
route
- **Modified:**
`apps/remix/app/components/tables/admin-organisations-table.tsx` — Add
action menu item
2026-03-04 22:34:53 +11:00
Jahangir Babar 3f7c4df1b1 fix: strip diacritics from team URL slug generation (#2489) 2026-02-16 12:36:14 +11:00
Konrad 34f14ba69a fix(i18n): mark tabs trigger strings for translation (#2496) 2026-02-16 11:57:44 +11:00
Konrad f158305499 fix(i18n): mark paragraph strings for translation (#2498) 2026-02-16 11:57:03 +11:00
Catalin Pit f1c91c4951 fix: bulk actions improvements (#2440) 2026-02-10 20:13:03 +11:00
Konrad da89ce7c9a fix(i18n): add localization context to dialog messages (#2452) 2026-02-09 10:52:50 +11:00
Konrad 39ebc8184a fix(i18n): add pluralization to envelopes-bulk-delete-dialog.tsx (#2428) 2026-01-30 12:43:27 +11:00
Catalin Pit 25e148d459 feat: update team member creation dialog with invite functionality (#2366) 2026-01-29 15:15:06 +11:00
David Nguyen 1b0df2d082 feat: add license integration (#2346)
Changes:
- Adds integration for the license server.
- Prevent adding flags that the instance is not allowed to add
2026-01-29 13:30:48 +11:00
Catalin Pit 155310b028 feat: add bulk document selection and move functionality (#2387)
This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
2026-01-28 18:27:32 +11:00
Lucas Smith 0a3e0b8727 feat: validate signers have signature fields before distribution (#2411)
API users were inadvertently sending documents without signature fields,
causing confusion for recipients and breaking their signing flows.

- Add getRecipientsWithMissingFields helper in recipients.ts
- Add server-side validation in sendDocument to block distribution
- Fix v1 API to return 400 instead of 500 for validation errors
- Consolidate UI signature field checks to use isSignatureFieldType
- Add E2E tests for both v1 and v2 APIs
2026-01-26 15:22:12 +11:00
Ephraim Duncan ed7a0011c7 fix: sync envelope state after direct link changes (#2257) 2026-01-21 14:43:24 +11:00
Lucas Smith fabd69bd62 build: upgrade simplewebauthn packages from v9 to v13 (#2389)
The v9 packages are deprecated. This updates to v13 which includes
breaking API changes: optionsJSON wrapper for auth functions,
renamed properties (authenticator→credential), and base64 encoding
for credential IDs via isoBase64URL helper.
2026-01-15 14:22:37 +11:00
Catalin Pit 2f27304750 refactor: simplify field dialog component (#2369) 2026-01-13 12:38:10 +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
Lucas Smith f0a5a7e816 feat: prefill typed signature with user's full name (#2324)
Add fullName prop to signature pad components to automatically populate
typed signature
field with signer's name. Updates signature dialog, type component, and
all signing forms
across embed, document, template, and envelope flows to pass through the
user's full
name for better user experience.
2025-12-16 12:06:04 +11:00
Catalin Pit 02f1264eea feat: unlink documents from deleted organization (#2006) 2025-12-15 12:17:13 +11:00
Konrad 54b0e4964e chore(i18n): improve punctuation (#2307) 2025-12-15 12:00:51 +11:00
Konrad 09ab7e9a09 fix(i18n): mark "(Optional)" strings for translation (#2310) 2025-12-15 11:50:06 +11:00
David Nguyen 0cebdec637 fix: remove legacy envelope uploads (#2303) 2025-12-11 14:09:38 +11:00