Adds the ability to upload a custom document when using a template.
This is useful when you have a given fixed template with placeholder
values that you want to decorate with Documenso fields but will then
create a final specialised document when sending it out to a given
recipient.
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.
Passes the timezone of the user uploading the document/template via the
UI to the server.
If the user uploads a document/template via the API and doesn't set a
timezone, it defaults to `Etc/UTC`.
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [ ] 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.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
## Description
I added the option of downloading a document without the signing
certificate for teams. They can disable/enable the option in the
preferences tab.
The signing certificate can still be downloaded separately from the
`logs` page.
## 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.
## 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
## 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.
