Commit Graph

72 Commits

Author SHA1 Message Date
Ephraim Duncan 247a0158bd refactor(ui): replace hardcoded colors with semantic tokens (#2749) 2026-05-19 14:19:31 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
Lucas Smith 2346de83a6 fix: replace z.string().email() with RFC 5322 compliant zEmail() (#2656) 2026-03-26 16:31:21 +11:00
Lucas Smith 814f6e62de fix: replace z.string().email() with RFC 5322 compliant ZEmail/zEmail (#2655) 2026-03-26 13:31:26 +11:00
Ephraim Duncan 36bbd97514 feat: add organisation template type (#2611) 2026-03-17 01:29:34 +11:00
Ted Liang 83fbc70a1c refactor: avoid recipient color duplication (#2355) 2026-03-13 15:52:15 +11:00
David Nguyen 7ea664214a feat: add embedded envelopes (#2564)
## Description

Add envelopes V2 embedded support

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-06 14:11:27 +11:00
David Nguyen 6faa01d384 feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Konrad 92d82c0423 fix(i18n): mark supported languages for translation (#2377) 2026-02-26 12:06:18 +11:00
Konrad d77f81163b fix(i18n): mark missing strings for translation in card components (#2308) 2026-01-29 12:22:07 +11:00
David Nguyen c2ea5e5859 fix: migrate certificate generation (#2251)
Generate certificates and audit logs using Konva instead of browserless.

This should:
- Reduce the changes of generations failing
- Improve sealing speed
2026-01-06 14:26:19 +11:00
Catalin Pit baa2c51123 feat: add delegate document ownership option (#2272)
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation
from the organization/team settings.
2025-12-23 22:08:54 +11:00
Konrad 09ab7e9a09 fix(i18n): mark "(Optional)" strings for translation (#2310) 2025-12-15 11:50:06 +11:00
Konrad 1275a15571 fix(i18n): mark missing toast messages for translation (#2274) 2025-12-04 14:00:25 +11:00
Konrad d5e085d7ee fix(i18n): mark document visibility strings for translation (#2263) 2025-12-01 11:02:55 +11:00
samuel-cglg 74a03077b7 fix: placeholders translations (#2020) 2025-11-13 14:26:19 +11:00
David Nguyen 7f09ba72f4 feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00
Lucas Smith 3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
Ephraim Duncan 93a3809f6a fix: add maxLength limits to document input fields (#1988) 2025-09-09 17:52:03 +10:00
Catalin Pit bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
Catalin Pit deb3a63fb8 feat: allow empty placeholder emails on templates (#1930)
Allow users to create template placeholders without the placeholder
emails.
2025-08-12 20:41:23 +10:00
David Nguyen 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
David Nguyen 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
Ephraim Duncan eda0d5eeb6 fix: open advanced settings when fields are added to templates (#1855) 2025-07-01 21:21:13 +10:00
Catalin Pit bfe8c674f2 fix: globalAccessAuth error (#1851) 2025-06-23 10:10:57 +10:00
Ephraim Duncan d27f0ee0ef fix: duplicate field bugs (#1685) 2025-06-11 13:26:19 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 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
Ephraim Duncan 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
David Nguyen 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
David Nguyen 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
Lucas Smith 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
Ephraim Duncan 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
David Nguyen 383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
Ephraim Duncan 42d24fd1a1 feat: copy, paste, duplicate template fields (#1594) 2025-01-23 14:28:26 +11:00
David Nguyen 9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
Catalin Pit 6fc5e565d0 fix: add document visibility to template (#1566)
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
Mythie 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
Catalin Pit 487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
Ephraim Duncan c960a48b4f fix: z-index of field settings (#1469) 2024-12-17 17:09:58 +11:00
Catalin Pit ab654a63d8 chore: enable typed signature by default (#1436)
Enable typed signature by default and also add the option to set a typed
signature in the profile page.
2024-11-26 21:03:44 +11:00
Lucas Smith 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
Ephraim Duncan 9bdd5c31cc fix: sort recipients for template with signing order (#1468) 2024-11-18 15:54:51 +07:00
David Nguyen f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
David Nguyen 9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
Lucas Smith 4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
David Nguyen 28514ba2e7 fix: duplicate templates (#1434) 2024-11-01 21:29:38 +11:00
David Nguyen f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
Lucas Smith 7644c0d855 feat: support smaller field bounds (#1344)
Currently this won't always display super well since
our insertion solution isn't amazing but our current
minimum bounds within the UI are a bit large and can be
smaller.

This change makes it smaller and uses container queries to
support dynamically displaying labels based on the container
size.
2024-09-17 00:29:42 +10:00