Commit Graph

73 Commits

Author SHA1 Message Date
0eeccfd643 feat: add myself as signer (#1091)
## Description

This PR introduces the ability to add oneself as a signer by simply
clicking a button, rather than filling the details manually.

### "Add Myself" in the document creation flow


https://github.com/documenso/documenso/assets/25515812/0de762e3-563a-491f-a742-9078bf1d627d

### "Add Myself" in the document template creation flow


https://github.com/documenso/documenso/assets/25515812/775bae01-3f5a-4b24-abbf-a47b14ec594a


## Related Issue

Addresses
[#113](https://github.com/documenso/backlog-internal/issues/113)

## Changes Made

Added a new button that grabs the details of the logged-in user and
fills the fields *(email, name, and role)* automatically when clicked.

## Testing Performed

Tested the changes locally through the UI.

## 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.



<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Introduced the ability for users to add themselves as signers within
documents seamlessly.
- **Enhancements**
- Improved form handling logic to accommodate new self-signer
functionality.
- Enhanced user interface elements to support the addition of self as a
signer, including a new "Add myself" button and disabling input fields
during the process.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-16 15:18:06 +07:00
d4a7eb299e chore: add 2FA reauth docs (#1076)
## Description

Update the tooltips to show documentation for 2FA
2024-04-04 20:18:55 +07:00
cbe6270494 feat: add passkey and 2FA document action auth options (#1065)
## Description

Add the following document action auth options:
- 2FA
- Passkey

If the user does not have the required auth setup, we onboard them
directly.

## Changes made

Note: Added secondaryId to the VerificationToken schema

## Testing Performed

Tested locally, pending preview tests

## 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 followed the project's coding style guidelines.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced components for 2FA, account, and passkey authentication
during document signing.
- Added "Require passkey" option to document settings and signer
authentication settings.
- Enhanced form submission and loading states for improved user
experience.
- **Refactor**
- Optimized authentication components to efficiently support multiple
authentication methods.
- **Chores**
- Updated and renamed functions and components for clarity and
consistency across the authentication system.
- Refined sorting options and database schema to support new
authentication features.
- **Bug Fixes**
- Adjusted SignInForm to verify browser support for WebAuthn before
proceeding.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-03-31 15:49:12 +08:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
038370012f fix: render fields on document load (#1054)
## Description

Currently if you try to load the document edit page when fields need to
be rendered, you will not be able to see the fields until you proceed to
the next step.

This is because the fields require the document PDF to be loaded prior
to rendering them.

This PR resolves that issue by only rendering the fields after the PDF
is loaded.

## Changes Made

- Add a state to track whether the PDF is loaded
- Render the fields only after the PDF is loaded

## Testing Performed

Tested document flow manually and the fields are rendered correctly on
load.

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have updated the documentation to reflect these changes, if
applicable.
2024-03-27 14:10:29 +08:00
5289ae2fbc Merge branch 'main' into test/sign-redirect-url 2024-03-21 16:36:48 +00:00
5377d27c6a chore: test for redirect url 2024-03-21 16:28:42 +00:00
6d754acfcd fix: disable edit signer inputs (#1035)
## Description

Update the add signer form to disable the signers when required.

I assume the actual issue is that `{...field}` was spreading a disabled
prop which was overriding our one.

## Changes Made

- Use fieldset to disable inputs
- Manually disable select since fieldset doesn't work for that select
for some reason
2024-03-18 19:59:39 +08:00
187a988f9c Merge branch 'main' into transparent-fields 2024-02-26 00:02:56 +11:00
5bef2fba91 fix: follow figma design 2024-02-25 13:02:09 +00:00
d34c862688 fix: switch custom text to input rather than textarea 2024-02-24 11:25:12 +00:00
a5e51e63a1 Merge branch 'main' into custom-text-field 2024-02-24 22:23:17 +11:00
b1b3b84d82 Merge branch 'main' into feat/template-recipient-roles 2024-02-24 21:01:45 +11:00
11299d3f92 feat: add custom text to singleplayer 2024-02-17 11:24:47 +00:00
5687503dfc feat: sign document with a custom text 2024-02-17 08:26:30 +00:00
25291b64eb fix: highlighting issue in recipient selection 2024-02-15 22:25:23 +05:30
769eaa0ed9 feat: add roles to templates recipients 2024-02-15 07:01:41 +00:00
b1bb345929 fix: redirect URL preventing document flow (#925)
## Description

Currently the document redirect URL feature is preventing documents from
being created unless a redirect URL is provided.

During the document edit flow, the redirect URL is hidden in an advanced
tab with the value of an empty string, which will always fail the
current Zod validation since `optional` requires undefined to pass.

There are multiple ways to fix this, but I think this is the easiest
method where we can assume an empty string is valid.
2024-02-12 15:23:15 +11:00
e26debe836 Merge branch 'main' into feat/sign-redirect 2024-02-09 12:10:20 +05:30
8641884515 fix: recipients with CC role not being editable (#918)
## Description

Fixed issue where setting a recipient role as CC will prevent any
further changes as it is considered as "sent" and "signed".

## Other changes

- Prevent editing document after completed
- Removed CC and Viewers from the field recipient list since they will
never be filled
- Minor UI issues

## 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 followed the project's coding style guidelines.
2024-02-09 12:37:17 +11:00
09b5621542 Merge branch 'main' into feat/sign-redirect 2024-02-08 12:56:42 +05:30
47b8cc598c fix: add validation and error message display 2024-02-08 04:28:16 +00:00
7ef771533a Merge branch 'main' into transparent-fields 2024-02-07 13:34:46 +05:30
bf26f2cb9d fix: empty document titles (#917)
fixes: #909
2024-02-07 16:25:39 +11:00
1dd543247e chore: update branch
Signed-off-by: Adithya Krishna <adi@documenso.com>
2024-02-06 18:07:24 +05:30
2636d5fd16 chore: finish and clean-up redirect post signing
Signed-off-by: Adithya Krishna <adi@documenso.com>
2024-02-06 18:04:56 +05:30
0c339b78b6 feat: add teams (#848)
## Description

Add support for teams which will allow users to collaborate on
documents.

Teams features allows users to:

- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents

These changes do NOT include the following, which are planned for a
future release:

- Team templates
- Team API
- Search menu integration

## Testing Performed

- Added E2E tests for general team management
- Added E2E tests to validate document counts

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [X] I have followed the project's coding style guidelines.
2024-02-06 16:16:10 +11:00
9ed16c64d8 Merge branch 'main' of https://github.com/documenso/documenso into feat/sign-redirect 2024-02-05 13:13:16 +05:30
d598677dc5 feat: add transparent background to fields 2024-02-02 08:36:54 +00:00
7ece6ef239 feat: add recipient roles (#716)
Fixes #705

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-02-02 10:45:02 +11:00
7fbf124b89 fix: use div instead of rnd for preview fields 2024-02-01 01:10:50 +00:00
f4c24fd944 feat: add a feature for redirecting users on signing
Signed-off-by: Adithya Krishna <adi@documenso.com>
2024-01-31 18:17:43 +05:30
f8125aec54 feat: show fields on other sections 2024-01-30 00:09:22 +00:00
4af5ce3a6b chore: remove border color for field item 2024-01-29 01:38:44 +00:00
4ae19a9e63 chore: tidy code 2024-01-29 00:59:08 +00:00
6d5fe4eea3 fix: show the fields on the document at the subject selection page 2024-01-29 00:47:11 +00:00
a71078cbd5 fix: fixed the deleting signature block issue on touchscreens 2024-01-08 13:17:30 +08:00
d731532fbf chore: hide empty accordion for documents without date field 2024-01-02 04:58:35 +00:00
918c6f19f2 fix: fixed the title box overlapping issue (#785)
The issue is fixed. Now the box is no more overlapping

<img width="305" alt="Screenshot 2023-12-26 at 10 20 32 AM"
src="https://github.com/documenso/documenso/assets/77022877/bd17ed92-7bb0-4f3a-b0f6-173e5f6b5029">
2023-12-28 11:36:46 +02:00
32633f96d2 feat: dateformat and timezone customization (#506) 2023-12-27 14:05:49 +11:00
f7cf33c61b fix: Layout issue in the singleplayer mode (#759)
Fixes #744
2023-12-26 14:08:05 +11:00
31a9127c9e feat: templates 2023-12-14 12:24:56 +11:00
1a34f9fa7a fix: import updates and api route body sizes 2023-12-07 15:08:00 +11:00
340c929806 refactor: edit doc 2023-12-03 11:36:18 -05:00
40a4ec4436 refactor: useContext & remove enum 2023-12-03 01:15:59 -05:00
a98b429052 feat: stepper refactor example 2023-12-02 22:42:59 -05:00
dad56b4929 fix: minor in file extension (#694) 2023-11-29 09:11:29 +11:00
adc97802ea feat: add/update title of the document (#663) 2023-11-28 14:56:50 +11:00
17eeaa2d25 fix: improve the validation message for documenso app (#640)
* fix: improve the validation message

* fix: improve the validation message

---------

Co-authored-by: Catalin Pit <catalinpit@gmail.com>
2023-11-20 12:23:27 +02:00
e077c36fe4 fix: added the zod validation msg in the single player mode (#646) 2023-11-17 14:28:42 +02:00