Commit Graph

172 Commits

Author SHA1 Message Date
0da8e7dbc6 feat: add envelope editor 2025-10-12 23:35:54 +11:00
bf89bc781b feat: migrate templates and documents to envelope model 2025-10-09 16:13:41 +11:00
eec2307634 fix: migrate template metadata 2025-10-09 16:11:40 +11:00
3de1ea0a02 feat: resend dialog improvements (#2034)
The checkboxes were difficult to see and the "Send reminder" button
wasn't disabled when no recipients were selected. This PR disables the
sending button when there's no selected recipient and improves the
checkboxes visibility.
2025-09-25 22:23:07 +10:00
3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
7c8e93b53e feat: implement recipients autosuggestions (#1923) 2025-09-09 20:57:26 +10:00
93a3809f6a fix: add maxLength limits to document input fields (#1988) 2025-09-09 17:52:03 +10:00
bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
86c133ae84 fix: remove field truncate logic (#1940)
Remove the truncation logic and render the text for preview/edit mode.

Text will now overflow, but it's up to the user to correct it
2025-08-07 11:55:25 +10:00
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
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
7a5a9eefe8 feat: upload template via API (#1842)
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
512e3555b4 feat: horizontal checkboxes (#1911)
Adds the ability to have checkboxes align horizontally, wrapping when
they would go off the PDF
2025-07-19 22:06:50 +10:00
8da4ab533f fix(add-subject): remove superfluous word (#1866) 2025-07-01 12:34:14 +10:00
bfe8c674f2 fix: globalAccessAuth error (#1851) 2025-06-23 10:10:57 +10:00
2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
d27f0ee0ef fix: duplicate field bugs (#1685) 2025-06-11 13:26:19 +10:00
d11ec8fa2a feat: show field coordinates in devmode (#1802)
Show the fields coordinates when the `devmode` search param is present.
It's meant to help API users understand where to position the fields.
2025-06-11 12:28:39 +10:00
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
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
99b0ad574e feat: bulk add fields (#1683)
## Demo

![CleanShot 2025-03-04 at 02 17
47](https://github.com/user-attachments/assets/2cffaee3-9933-49e9-bdab-eadfd4c35030)

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2025-05-14 19:35:32 +00:00
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
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
f1525991dc feat: dictate next signer (#1719)
Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.

## Related Issue

N/A

## Changes Made

- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
  - Regular signing with dictation enabled
  - Assistant role with dictation
  - Parallel signing flow
  - Disabled dictation state

## Testing Performed

- Added comprehensive e2e tests covering:
  - Sequential signing with dictation
  - Assistant role dictation
  - Parallel signing without dictation
  - Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
2025-03-21 13:27:04 +11:00
63a4bab0fe feat: better document rejection (#1702)
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.

## Related Issue

N/A

## Changes Made

- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.

## Testing Performed

- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
fec078081b fix: correct signer deletion (#1596) 2025-03-12 16:05:45 +11:00
422770a8c7 feat: allow fields prefill when generating a document from a template (#1615)
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
e79d762710 chore: add label for checkbox and radio fields (#1607) 2025-03-03 13:46:29 +11:00
1aaacab6ca fix: temp field label/text truncation (#1565)
TEMP: Fix the truncation of the field label/text.
2025-02-13 19:43:35 +11:00
c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00
9db42accf3 feat: add text align option to fields (#1610)
Adds the ability to align text to the left, center or right for relevant
fields.

Previously text was always centered which can be less desirable.

See attached debug document which has left, center and right text
alignments set for fields.

<img width="614" alt="image"
src="https://github.com/user-attachments/assets/361a030e-813d-458b-9c7a-ff4c9fa5e33c"
/>

N/A

- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion

- Ran manual tests using the debug mode
2025-02-13 18:28:33 +11:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
cfe7b3a51f fix: remove marketing (#1562) 2024-12-31 15:45:22 +11:00
9d83bda12c fix: standardise checkboxes
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.

This change reverts all that and leaves it with sensible defaults
across dark and light mode.
2024-12-31 11:55:49 +11:00
6da15ab12b feat: open the advanced settings automatically (#1508) 2024-12-27 19:57:24 +11:00
39b1c5bbec feat: additional valid password (#1456) 2024-12-27 16:02:45 +11:00
32857bbfeb fix: make small fields draggable (#1551) 2024-12-27 15:22:56 +11:00
c960a48b4f fix: z-index of field settings (#1469) 2024-12-17 17:09:58 +11:00
82deab41f4 fix: move permission check outside the document visibility component (#1543)
PR created because of this comment
https://github.com/documenso/documenso/pull/1521#discussion_r1881895305.
2024-12-17 17:03:08 +11:00
2245812f0b fix: document visibility logic (#1521)
Update the logic of document visibility logic and added some tests &
updated some existing ones.
2024-12-16 09:10:40 +02:00
d7de3b08c1 fix: darkmode on radio button and checkbox labels (#1518)
Fixed Radio Button and Checkbox Appearance in Dark Mode
2024-12-13 15:55:40 +11:00
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
dd162205fa fix: prevent accidental signatures (#1515)
![CleanShot 2024-12-06 at 03 30
39](https://github.com/user-attachments/assets/d47dc820-f19d-43b7-a60d-914fc9ab24b8)

![CleanShot 2024-12-06 at 03 32
34](https://github.com/user-attachments/assets/0db98735-8c91-469b-873c-adb19d0fff7b)
2024-12-08 14:17:58 +11:00
b15e1d6c47 feat: support whitelabelling in the embedding (#1491)
## Description

Adds support for customising the theme and CSS for the embedding
components which is restricted to platform customers and above.

Additionally adds proper support for the platform plan which will let us
update our stripe products.

<img width="1040" alt="image"
src="https://github.com/user-attachments/assets/f694cd1e-ac93-4dc0-9f78-92fa813f6404">
<img width="1015" alt="image"
src="https://github.com/user-attachments/assets/4209972a-b2bd-40c9-9049-0367382a4de5">
<img width="1065" alt="image"
src="https://github.com/user-attachments/assets/fdbaaaa5-a028-4b1d-a58a-ea6224e21abe">


## Related Issue

N/A

## Changes Made

- Added support for using CSS Vars and CSS within the embedding route
- Added a guard for platform and enterprise plans to activate the custom
css
- Added support for the platform plan

## Testing Performed
Yes
2024-11-25 15:47:00 +11:00
83e7a3c222 fix: improve field sizing (#1486)
## Description

Allows for smaller field sizing in addition to improving our styling
when displaying labels on smaller fields.

This is the minimum currently supported field size until we perform a
more extensive refactor of our current drag and drop system.

## Related Issue

Reported via support channels

## Changes Made

- Updated our minimum size constraints
- Attempted to add a general autosizing component for text and failed
- Updated styling in a bunch of places to use the css `clamp()` method
for dynamic sizing.
2024-11-20 22:49:30 +11:00
9ef8b1f0c3 feat: automatically sign fields in large documents (#1484)
## Description

Adds a dialog that will display when a certain field threshold is
reached asking the user if they would like to sign non-critical fields
such as name, date, initials, and email with information that is already
available.

This has not been added to direct templates since we would often not
have all the pre-requisite knowledge since users are mostly anonymous.
Additionally, this has not been added to the embedding view since it may
detract from the experience for some.

Will not prompt the user if there is action authentication on the
document.

See the below demo:


https://github.com/user-attachments/assets/71739b5c-1323-4da9-89fd-a1145c9714d5

## Related Issue

#1281 (Older PR relating to the feature)

## Changes Made

- Added a new auto-sign dialog that will automatically trigger once
certain criteria is met.

## Testing Performed

- Tested that the dialog displays when the threshold is met
- Tested that the dialog is hidden when the threshold is not met
- Tested that the messaging during errors is correct
- Tested that the dialog does not display when 2FA or Passkeys are
required
2024-11-20 10:59:09 +11:00