## Description
Adds support for rejecting a given document informing the document
owner.
Flows for resolving a rejection don't currently exist so it's up to the
document owner to reach out to the recipient and work out a way to move
forward via a new document or offline agreement.
## Related Issue
## Changes Made
- Added new rejection properties to the recipient schema
- Added API endpoints to support rejection
- Added email templates for notifying the document owner and recipient
- Added a dialog on the signing page to start the rejection flow.
## Testing Performed
- Manually tested the flow end to end
- Automated tests are planned
## Description
Currently certificate translations on production sometimes does not show
the required language.
This could not be replicated when creating certificates on staging
(Browserless.io) and local development (Chromium), which means this fix
ultimately cannot be tested unless on live.
This is an attempt to fix it by isolating the certificate generation
into it's own context, and applying a cookie to define the required
language.
This fix is based on the assumption that there is some sort of error
which pushes the certificate to be generated on the client side, which
ultimately will render in English due to constraints on nextjs.
## Changes Made
- Apply language into cookie instead purely dynamically on SSR
- Minor unrelated fixes
## Testing Performed
Tested to ensure certificates could still be generated
## Description
This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.
### Include Sender Details
If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:
> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"
Otherwise, the email will say:
> "Example Team" has invited you to sign "document.pdf"
### Default Document Visibility
This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only
If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"
Otherwise, if there is a default document visibility value, it uses that
value.
#### Gotcha
To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
* Similar to the other scenarios.
* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.
* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".
## Testing Performed
Tested it locally.
## Description
Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.
## Related Issue
N/A
## Changes Made
- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await
## Testing Performed
- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
Add the ability to insert typed signatures.
Once the signature field is placed on the document, a checkbox appears
in the document editor where the document owner can allow signers to add
typed signatures. Typed signatures are disabled by default.
A client requested it, and it makes sense showing the full count.
This is how it was before.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Updated document status tab counts to display actual numbers without
capping at 99 or using '+' symbols.
- **Bug Fixes**
- Improved clarity and accuracy of document status counts in the user
interface.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
## Description
Refactor the current date formatting system to utilize Lingui.
## Changes Made
- Remove redundant `LocaleData` component with Lingui dates
## Important notes
For the internal pages for certificates, default to en-US to format any
dates.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Enhanced internationalization support across various components by
utilizing the `i18n` object for date formatting.
- Streamlined locale management by removing cookie-based language
handling and adopting a more centralized approach.
- **Bug Fixes**
- Improved date formatting consistency by replacing the `LocaleDate`
component with direct calls to `i18n.date()` in multiple components.
- **Documentation**
- Updated localization strings in the `web.po` files to reflect recent
changes in the source code structure.
- **Chores**
- Minor formatting adjustments and code organization improvements across
various files to enhance readability and maintainability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: github-actions <github-actions@documenso.com>
Previously dialogs would be closed upon refocusing the browser tab due to router refetches occuring which would cause data-table columns to re-render. This is now resolved by extracting the column definitions outside of the returning render and into a memo hook.
Previously, it wasn't possible to download an audit log of a document
uploaded by another user because the function used the ID of the user
making the request to retrieve the document. However, the document
uploaded by another user has that user's ID, not the ID of the user
making the request.
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Added "Documentation" and "Support" links to the footer for enhanced
resource accessibility.
- Updated the "Changelog" link position for improved navigation.
- **Bug Fixes**
- Replaced dynamic URL handling with a direct link to API documentation
for clarity and consistency.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Adds the external ID column to documents and templates with an option to
configure it in the API or UI.
External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
## Description
Show a dialog when the document has signers with no signature fields
placed.
## Changes Made
Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.
## 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.
https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.
- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.
- **Bug Fixes**
- Improved async signing process for better efficiency and control.
- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.
- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## Description
This pull request introduces the functionality to display pending fields
on the document page view. This enhancement allows users to see which
fields are pending and need to be completed.
## Changes Made
- Added `getPendingFieldsForDocument` function in
`packages/lib/server-only/field/get-pending-fields-for-document.ts` to
fetch pending fields for a document.
- Created a new component `DocumentPendingFields` in
`document-pending-fields.tsx` to display the pending fields with options
to hide individual fields.
## Testing Performed
- Tested the new feature by creating documents with pending fields and
verifying their display on the document page view.
- Verified that the pending fields are correctly hidden when the "Hide
field" button is clicked.
- Ran unit tests for the new functionality and existing components to
ensure no regressions.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] 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.
## Additional Notes
No additional notes.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced logic for handling pending and completed document fields
based on signing status.
- **Refactor**
- Replaced `getCompletedFieldsForDocument` with `getFieldsForDocument`.
- Updated `DocumentReadOnlyFields` component to `DocumentPendingFields`.
- **Bug Fixes**
- Improved field retrieval accuracy and display based on recipient
signing status.
- **Style**
- Enhanced UI elements with new icons and button adjustments for better
user interaction.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
