Commit Graph

110 Commits

Author SHA1 Message Date
David Nguyen
d857dfdb38 feat: add webhook logs (#2237) 2025-11-25 16:03:52 +11:00
Lucas Smith
d2176627ca chore: dependency updates (#2229) 2025-11-22 20:28:20 +11:00
David Nguyen
56526f9448 feat: extend use envelope response (#2192) 2025-11-14 13:52:19 +11:00
David Nguyen
4304fc1d35 chore: add envelope docs (#2186) 2025-11-13 11:50:06 +11:00
Lucas Smith
211ae6c9e9 fix: prefill arcoforms with formdata endpoints (#2169) 2025-11-12 12:41:10 +11:00
David Nguyen
2aea3c4de0 fix: rename envelope buttons (#2161) 2025-11-10 22:21:34 +11:00
David Nguyen
ca0b83579f fix: auto insert prefilled text and number fields (#2157) 2025-11-10 18:04:21 +11:00
David Nguyen
9fd9613076 feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
David Nguyen
88371b665a fix: set correct envelope item cache url (#2144) 2025-11-07 16:50:58 +11:00
David Nguyen
d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen
d2a009d52e fix: allow direct template recipient dictation (#2108) 2025-11-01 12:44:34 +11:00
Ephraim Duncan
353bdce86b feat: admin member role updates (#2093) 2025-10-28 21:09:38 +11:00
David Nguyen
03eb6af69a feat: polish envelopes (#2090)
## Description

The rest of the owl
2025-10-24 16:22:06 +11:00
Catalin Pit
c3dc76b1b4 feat: add API support for folders (#1967) 2025-10-21 18:22:19 +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
681540b501 fix: add removed date formats (#2049)
Add date formats that were removed in a prior pull request causing
issues with certain API requests.
2025-09-26 09:56:46 +10:00
Lucas Smith
cfceebd78f feat: change organisation owner in admin panel (#2047)
Allows changing the owner of an organisation within the admin panel,
useful for support requests to change ownership from a testing account
to the main admin account.

<img width="890" height="431" alt="image"
src="https://github.com/user-attachments/assets/475bbbdd-0f26-4f74-aacf-3e793366551d"
/>
2025-09-25 17:13:47 +10:00
Catalin Pit
b9b3ddfb98 chore: update tests to use new date formats (#2045)
## Description

Update the tests to use the new date formats form this PR
https://github.com/documenso/documenso/pull/2038.
2025-09-25 16:55:31 +10:00
Lucas Smith
3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +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
David Nguyen
7f81231467 fix: template e2e tests (#1969) 2025-08-18 12:42:36 +10:00
David Nguyen
9026aabe3b fix: broken e2e tests (#1956) 2025-08-11 16:16:21 +10:00
Catalin Pit
803edf5b16 feat: implement Drag-n-Drop for templates (#1791) 2025-08-07 15:37:55 +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
David Nguyen
32a5d33a16 fix: invalid folder queries (#1898)
Currently the majority of folder mutations only work if the user is the
owner of the folder.
2025-07-16 14:37:55 +10:00
Catalin Pit
cb73d21e05 chore: api tests (#1856) 2025-07-10 12:56:46 +10:00
Catalin Pit
1be0e2842c fix: refactor folders UI/UX (#1770)
- Add folder search
- Used correct HTML elements
- Added missing translations
- Removed automatic folder redirects
- Removed duplicate code
- Added folder loading skeletons and empty states
2025-06-19 14:57:32 +10:00
Ephraim Duncan
400d2a2b1a feat: sign out of all sessions (#1797) 2025-06-11 17:57:38 +10:00
Ephraim Duncan
fd2b413ed9 chore: increase wait times for tests (#1778) 2025-06-11 13:25:21 +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
Lucas Smith
93aece9644 chore: dependency updates (#1808) 2025-05-22 14:30:22 +10:00
Catalin Pit
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
Mythie
7e6704faae chore: update tests 2025-04-21 16:23:50 +10:00
Mythie
cf17fc61bc chore: update tests 2025-04-21 16:07:19 +10:00
Mythie
fdb31772db chore: update tests 2025-04-21 14:13:12 +10:00
Mythie
37cc41d713 fix: skip immediate expiration presign test 2025-04-21 12:41:38 +10:00
Lucas Smith
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
Mythie
73f8518b47 chore: update tests 2025-03-28 01:21:48 +11:00
David Nguyen
31be548939 fix: duplicate webhook calls on document complete (#1721)
Fix webhooks being sent twice due to duplicate frontend calls

Updated the assistant confirmation dialog so the next signer is always
visible (if dictate is enabled). Because if the form is invalid (due to
no name) there is no visual queue that the form is invalid (since it's
hidden)

## Notes

Didn't bother to remove the weird assistants form since it currently
works for now


![image](https://github.com/user-attachments/assets/47910fec-e05e-486a-a61d-16078d948893)

## Tests

- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
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
David Nguyen
c646afcd97 fix: tests 2025-03-09 15:10:19 +11:00
Ephraim Duncan
ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
Catalin Pit
422770a8c7 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 19:45:33 +11:00
David Nguyen
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
David Nguyen
90ce52164c chore: add password tests 2025-02-19 18:41:53 +11:00
David Nguyen
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +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