Commit Graph

3203 Commits

Author SHA1 Message Date
Mythie
123a709836 v1.9.1-rc.8 v1.9.1-rc.8 2025-03-06 20:30:15 +11:00
Ephraim Duncan
ae6cc24317 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 12:34:11 +11:00
Catalin Pit
a41ac632d0 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 09:44:09 +11:00
Catalin Pit
1789eff564 chore: add label for checkbox and radio fields (#1607) 2025-02-28 21:09:38 +11:00
Mythie
235d846d2b v1.9.1-rc.7 v1.9.1-rc.7 2025-02-28 10:11:36 +11:00
Mythie
ca3d65ad10 fix: remove auto-expand in embeddding 2025-02-28 10:11:08 +11:00
Mythie
617e3a46e0 v1.9.1-rc.6 v1.9.1-rc.6 2025-02-28 09:10:16 +11:00
David Nguyen
255c33cdab fix: stripe price fetch (#1677)
Currently Stripe prices search is omitting a price for an unknown
reason.

Changed our fetch logic to use `list` instead of `search` allows us to
work around the issue.

It's unknown on the performance impact of using `list` vs `search`
2025-02-28 09:04:25 +11:00
Mythie
1560218d4a v1.9.1-rc.5 v1.9.1-rc.5 2025-02-27 11:44:19 +11:00
Mythie
5c7768c253 fix: improve embed mobile experience 2025-02-27 11:43:42 +11:00
David Nimon
7bb93e4233 docs: add documentation for embedding via web components (#1670)
The web components version of embedding was missing documentation. I've
added it here. Let me know if there's anything that should be
changed/updated.
2025-02-26 16:04:05 +11:00
Mythie
42e39f7ef1 v1.9.1-rc.4 v1.9.1-rc.4 2025-02-26 15:28:51 +11:00
Mythie
838e399c73 fix: handle empty field meta for checkboxes 2025-02-26 15:27:44 +11:00
Catalin Pit
b6a891acc8 docs: add the v2 api staging base url (#1671) 2025-02-25 14:02:12 +02:00
Samuel Huber
84b4d58856 chore: update readme (#1664)
Resolve external link issue
2025-02-25 16:59:20 +11:00
Mythie
c51c32fdc6 feat: search by externalId 2025-02-25 09:44:40 +11:00
Mythie
59c1e55233 v1.9.1-rc.3 v1.9.1-rc.3 2025-02-25 08:03:13 +11:00
Mythie
2fbaf56c06 fix: early adopters can use platform features 2025-02-25 07:54:28 +11:00
David Nguyen
70320cd24b chore: update API documentation 2025-02-25 02:35:11 +11:00
Mythie
00b46561c2 v1.9.1-rc.2 v1.9.1-rc.2 2025-02-20 11:35:03 +11:00
Lucas Smith
11bc93a9a4 feat: allow document rejection in embeds (#1662)
Bing bang
2025-02-20 11:34:19 +11:00
David Nguyen
11528090a5 fix: prepare auth migration (#1648)
Add schema session migration in preparation for auth migration.
2025-02-18 15:17:47 +11:00
Ephraim Duncan
3c4863f285 chore: add asssitant role to the docs (#1638) 2025-02-17 15:42:37 +11:00
Ephraim Duncan
2ff330f9d4 chore: update local seed data (#1622)
## Description

Add multiple example documents, pending documents, and templates for
both admin and example users

## Changes Made
- Added seeding of multiple example documents and templates for both
example and admin users

## 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.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.
2025-02-10 22:55:12 +11:00
Mythie
ce1c93b2a6 v1.9.1-rc.1 v1.9.1-rc.1 2025-02-05 21:03:15 +11:00
Catalin Pit
82337e4e3a fix: typed signature not working (#1635)
The `typedSignatureEnabled` prop was removed from the `SignatureField`
component, which broke the typed signature meaning that nobody could
sign documents by typing their signature.
2025-02-05 21:02:21 +11:00
Mythie
7d9a3f9776 fix: assistant mode breaks for number fields 2025-02-04 07:59:41 +11:00
Mythie
cbad065dac v1.9.1-rc.0 v1.9.1-rc.0 2025-02-03 10:13:16 +11:00
Mythie
25a3861c91 fix: add css targets for embeds 2025-02-03 09:58:40 +11:00
Mythie
b9ae277041 v1.9.0 v1.9.0 2025-02-03 09:33:08 +11:00
Mythie
7fad826d06 v1.9.0-rc.12 v1.9.0-rc.12 2025-02-01 15:53:18 +11:00
Lucas Smith
eb8ba2036a chore: add translations (#1619)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-02-01 15:52:21 +11:00
Catalin Pit
339759166c fix: temp field label/text truncation (#1565)
TEMP: Fix the truncation of the field label/text.
2025-02-01 14:35:19 +11:00
Ephraim Duncan
637e06f9c0 fix: unable to check on the checkbox field (#1593)
This change prevents race conditions between state updates and API
operations by updating local state immediately before making async
calls.
2025-02-01 14:34:42 +11:00
Ephraim Duncan
332e0657e0 feat: assistant role (#1588)
## Description

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.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00
Timur Ercan
4017b250fb chore: api v2 docs (#1620)
chore update docs for api v2 announce
2025-01-31 09:11:47 +01:00
Mythie
41373a7c6f fix: improve move to team display logic 2025-01-31 11:33:08 +11:00
David Nguyen
7cc85ca6bc chore: extract translations 2025-01-30 16:03:36 +11:00
David Nguyen
bc19fa0cbd feat: add Polish and Italian (#1618) 2025-01-30 15:21:37 +11:00
Lucas Smith
a60f58e20b chore: add translations (#1617) 2025-01-30 15:09:35 +11:00
Lucas Smith
aca902b5ff chore: add translations (#1585)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-01-30 13:24:46 +11:00
Catalin Pit
2f866c41b4 fix: create global settings on team creation (#1601)
The global team settings weren't created when creating a new team.

## Changes Made

The global team settings are now created when a new team is created.
2025-01-28 16:16:18 +11:00
Catalin Pit
7e4faef95f chore: add cancelled webhook event (#1608)
https://github.com/user-attachments/assets/9f2ff975-6688-4150-b4e3-0eb21e2b5503
2025-01-28 15:34:22 +11:00
Lucas Smith
bcef84787d feat: bulk send templates via csv (#1578)
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550
2025-01-28 15:33:32 +11:00
Lucas Smith
70a3ac0525 fix: tidy document invite email render logic (#1597)
Updates one of our confusing ternaries to use `ts-pattern` for rendering
the conditional blocks making it easy to follow the logic occurring.

## Related Issue

N/A

## Changes Made

- Swapped ternary for `ts-pattern`

## Testing Performed

- Manually created a bunch of documents in configurations matching those
required to exhaust the `match` conditions.
2025-01-28 15:18:12 +11:00
Ephraim Duncan
c6fb101a99 fix: admin leaderboard query sorting (#1548) 2025-01-28 13:05:40 +11:00
Lucas Smith
2984af769c feat: add text align option to fields (#1610)
## Description

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"
/>


## Related Issue

N/A

## Changes Made

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

## Testing Performed

- Ran manual tests using the debug mode
2025-01-28 12:29:38 +11:00
Mythie
9183f668d3 chore: bump node version for docker 2025-01-27 12:20:04 +11:00
Ephraim Duncan
54ea96391a fix: correct redirect after document duplication (#1595) 2025-01-23 16:34:22 +11:00
Ephraim Duncan
42d24fd1a1 feat: copy, paste, duplicate template fields (#1594) 2025-01-23 14:28:26 +11:00