Commit Graph

91 Commits

Author SHA1 Message Date
Ephraim Duncan 353bdce86b feat: admin member role updates (#2093) 2025-10-28 21:09:38 +11:00
David Nguyen e13b9f7c84 fix: hide banner for envelope editor (#2109) 2025-10-28 16:55:44 +11:00
David Nguyen 5cdd7f8623 fix: envelope styling (#2102) 2025-10-27 16:11:10 +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
Ephraim Duncan 4a3859ec60 feat: signin with microsoft (#1998) 2025-10-22 12:05:11 +11:00
Catalin Pit c3dc76b1b4 feat: add API support for folders (#1967) 2025-10-21 18:22:19 +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 995bc9c362 feat: support 2fa for document completion (#2063)
Adds support for 2FA when completing a document, also adds support for
using email for 2FA when no authenticator has been associated with the
account.
2025-10-06 16:17:54 +11:00
Lucas Smith 577691214b fix: add viewed call for embedded signing (#2055)
Adds the missing `viewedDocument` method call for embedded signing.

I believe this had previously been added but was lost as the result of a
merge conflict being resolved.
2025-09-29 23:22:36 +10:00
Lucas Smith cfceebd78f feat: change organisation owner in admin panel (#2047)
Allows changing the owner of an organisation within the admin panel,
useful for support requests to change ownership from a testing account
to the main admin account.

<img width="890" height="431" alt="image"
src="https://github.com/user-attachments/assets/475bbbdd-0f26-4f74-aacf-3e793366551d"
/>
2025-09-25 17:13:47 +10:00
Lucas Smith 32ce573de4 fix: incorrect certificate health logic (#2028) 2025-09-13 18:07:39 +10:00
Ephraim Duncan 2c0d4f8789 chore: self hosting docs update and certificate issues (#1847) 2025-09-09 21:26:42 +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 bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
Ephraim Duncan 19565c1821 fix: access audit logs for documents in folder (#1989) 2025-08-31 12:17:31 +10:00
Lucas Smith 4012022f55 fix: element visible race condition (#1996)
On larger documents we could accidentally start trying to render fields
while not all pages of the PDF have loaded due to us checking for a
single page existing. This would cause an error to be thrown, hard
locking those documents.

This change resolves this by grabbing the highest page number from the
given fields and using it for the visibility check instead.
2025-08-26 11:08:43 +10:00
David Nguyen 44f5da95b3 chore: refactor routes (#1992) 2025-08-25 21:00:35 +10:00
David Nguyen b8d07fd1a6 fix: refactor token router (#1981) 2025-08-25 08:25:01 +10:00
David Nguyen 5a5bfe6e34 fix: refactor admin router (#1982) 2025-08-25 08:23:48 +10:00
David Nguyen d7e5a9eec7 fix: refactor document router (#1990) 2025-08-25 08:23:12 +10:00
Catalin Pit 231ef9c27e chore: add support option (#1853) 2025-08-19 20:59:03 +10:00
Catalin Pit 6f35342a83 feat: reset user 2fa from admin panel (#1943) 2025-08-19 13:09:05 +10:00
David Nguyen c37e10faab fix: add document page access logging (#1947)
Add logging when someone accesses a document page
2025-08-11 11:50:32 +10:00
Catalin Pit 803edf5b16 feat: implement Drag-n-Drop for templates (#1791) 2025-08-07 15:37:55 +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 c48486472a fix: add missing email reply validation (#1934)
## Description

General fixes to the email domain features

Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +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
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
David Nguyen 5083ecb4b8 fix: allow resubscribing (#1901)
Currently users who cancel their plan are stuck without the ability to
resubscribe. This allows them to choose a plan to subscribe

This assumes that a Subscription in the "INACTIVE" state means that the
plan has been paid but canceled.

No tests have been done to determine the relation between "PAST_DUE" and
"INACTIVE" states within our context.
2025-07-16 14:26:21 +10:00
Catalin Pit 122e25b491 feat: test webhook functionality (#1886) 2025-07-14 15:13:56 +10:00
David Nguyen 0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
Ephraim Duncan 2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
Catalin Pit 1be0e2842c fix: refactor folders UI/UX (#1770)
- Add folder search
- Used correct HTML elements
- Added missing translations
- Removed automatic folder redirects
- Removed duplicate code
- Added folder loading skeletons and empty states
2025-06-19 14:57:32 +10:00
Ephraim Duncan 484f6c8b85 fix: admin metrics broken (#1845) 2025-06-17 21:15:11 +10:00
Ephraim Duncan 400d2a2b1a feat: sign out of all sessions (#1797) 2025-06-11 17:57:38 +10:00
David Nguyen 504a0893ab chore: add organisation docs (#1831) 2025-06-10 20:54:36 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 55c8632620 feat: password reauthentication for documents and recipients (#1827)
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
Lucas Smith ce66da0055 feat: multisign embedding (#1823)
Adds the ability to use a multisign embedding for cases where multiple
documents need to be signed in a convenient manner.
2025-06-05 12:58:52 +10:00
Lucas Smith 67203d4bd7 fix: show powered by logic (#1801)
Previous powered by display logic was incorrect, likely due to a merge
conflict.
2025-05-19 14:31:24 +10:00
Ephraim Duncan 9594e1fee8 chore: minor ui fixes (#1793) 2025-05-14 20:08:03 +10:00
Lucas Smith e108da546d fix: incorrect data for postMessage 2025-05-02 10:50:13 +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 d78cfec00e fix: branding logos (#1759) 2025-04-24 16:15:06 +10:00
Ephraim Duncan f0dcf7e9bf fix: signing volume query (#1753)
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
2025-04-24 16:14:38 +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 435b3ca4f8 chore: remove legacy document update route (#1751)
Remove deprecated route
2025-04-17 16:36:10 +10:00