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.
When signing a document the final signer is often
greeted with a super long completing spinner since
we are synchronously signing the document and sending
emails to all recipients. This is frustrating and
has caused issues for customers and self-hosters.
Moving sealing to a background job resolves this
and improves the overall snappiness of the app while
also supporting retrying the sealing if it were to
fail in the future.
This has the implication of a document no longer
immediately being in a "completed" state once all
signers have signed. To assist with this we now
refetch the page every 5 seconds upon signing
completion until the document status as shifted to
completed.
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.
Adds support for an `externalId` query param to be passed when linking a
user to a direct template. This external id will then be stored on the
document upon signing completion.
This change will allow for user registration when users are federated
through oidc provider even if the general signup is disabled
additionally the users email address can now be automatically set as
trusted. This will force corporate users to signin using SSO instead of
creating manual accounts.
- 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.
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.
## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
## Description
**Pending testing on preview**
Enable yearly team pricing during checkout.
## Changes Made
- Enable selecting yearly team pricing during checkout
- Update pricing on marketing to $480 for yearly team plan
## Testing Performed
- Stripe simulations
Pending manual testing
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Updated the savings message in the pricing table to reflect new
savings amounts.
- Adjusted yearly pricing from $500 to $480.
- Modified user addition costs based on subscription periods.
- **Improvements**
- Simplified button text in the Create Team Checkout Dialog to
consistently display "Checkout".
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## 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>
When using account required auth for a given document
this change now shows the sign up or sign in button
depending on if an account actually exists within
Documenso.
This change should reduce friction and confusion when a
recipient has been invited to a document.
