Commit Graph

531 Commits

Author SHA1 Message Date
Lucas Smith
512e3555b4 feat: horizontal checkboxes (#1911)
Adds the ability to have checkboxes align horizontally, wrapping when
they would go off the PDF
2025-07-19 22:06:50 +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
Ephraim Duncan
f9d7fd7d9a fix: resend document api v1 filtering logic (#1888)
The resend document API was not working correctly when filtering
recipients. The query was filtering recipients at the database level,
which could result in an empty recipients array being returned even when
the document had recipients. This prevented the API from properly
identifying which recipients needed reminder emails.
2025-07-16 14:31:40 +10:00
Catalin Pit
122e25b491 feat: test webhook functionality (#1886) 2025-07-14 15:13:56 +10:00
Catalin Pit
d6c11bd195 fix: sign-able readonly fields (#1885) 2025-07-10 16:47:36 +10:00
David Nguyen
cdb9b9ee03 chore: add certificate error logs (#1875)
Add certificate logs
2025-07-03 10:13:12 +10:00
David Nguyen
0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
Ephraim Duncan
bb9ba80edb fix: duplicate fields and recipients when you duplicate a document (#1852) 2025-06-23 16:43:07 +10:00
Ephraim Duncan
2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
Ephraim Duncan
484f6c8b85 fix: admin metrics broken (#1845) 2025-06-17 21:15:11 +10:00
David Nguyen
b8e08e88ac fix: api keys not showing (#1839) 2025-06-13 17:20:03 +10:00
David Nguyen
031a7b9e36 fix: visibility 2025-06-13 01:02:40 +10:00
David Nguyen
12fe045195 fix: visiblity 2025-06-13 00:05:08 +10:00
David Nguyen
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith
d1eddb02c4 fix: add missing awaits for font normalization 2025-06-07 02:24:59 +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
695ed418e2 fix: documents failing to seal (#1821)
During our field rework that makes fields appear
more accurately between signing and the completed pdf we swapped to
using text fields. Unfortunately as part of that we dropped using the
Noto font for the text field causing ANSI encoding issues when
encountering certain characters.

This change restores the font and handles a nasty issue we had with our
form flattening reverting our selected font.
2025-06-04 23:29:36 +10:00
Lucas Smith
5e3a2b8f76 fix: allow prefilling date field (#1794)
Allows the prefilling of date fields when creating a document from a
template.

Current implementation is super dirty and should be replaced asap.
2025-05-14 20:06:53 +10:00
Ephraim Duncan
c389670785 fix: trigger webhook for duplicated documents (#1789) 2025-05-14 16:43:31 +10:00
Mythie
ab323f149f fix: resolve issue with uploading templates 2025-05-03 09:23:17 +10:00
Mythie
516e237966 fix: resolve issue with uploading templates 2025-05-03 08:09:44 +10:00
Mythie
0931c472a7 fix: resolve issue with uploading templates 2025-05-03 07:38:48 +10:00
Catalin Pit
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
Lucas Smith
12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +10:00
Ephraim Duncan
bdb0b0ea88 feat: certificate qrcode (#1755)
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
Ephraim Duncan
f0dcf7e9bf fix: signing volume query (#1753)
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
2025-04-24 16:14:38 +10:00
Ephraim Duncan
6540291055 feat: migrate webhook execution to background jobs (#1694) 2025-04-24 06:00:53 +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
Catalin Pit
f1526315f5 feat: limit free teams platform plan (#1673)
This pull request removes the `id` field from
`IsDocumentPlatformOptions` in `is-document-platform.ts` and updates the
billing logic in `create-team.ts`: platform plan users create their
first team free, but pay for subsequent teams; non-platform users need
an active team subscription if billing is enabled.
2025-04-15 21:32:15 +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
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
Lucas Smith
63a4bab0fe feat: better document rejection (#1702)
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.

## Related Issue

N/A

## Changes Made

- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.

## Testing Performed

- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
David Nguyen
a0ace803cf fix: admin signing page crash 2025-03-12 16:53:09 +11:00
Catalin Pit
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
Catalin Pit
65be37514f fix: prefill fields (#1689)
Users can now selectively choose which properties to pre-fill for each
field - from just a label to all available properties.
2025-03-07 09:09:15 +11:00
Catalin Pit
0df29fce36 fix: invalid request body (#1686)
Fix the invalid request body so the webhooks work again.
2025-03-06 19:47:24 +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
Mythie
deea99d865 feat: search by externalId 2025-02-25 20:07:47 +11:00
David Nguyen
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
Lucas Smith
483d7caef7 feat: allow document rejection in embeds (#1662) 2025-02-21 01:27:03 +11:00
David Nguyen
139bc265c7 fix: migrate billing to RR7 2025-02-21 01:16:23 +11:00
David Nguyen
991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
David Nguyen
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
David Nguyen
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
David Nguyen
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
David Nguyen
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
David Nguyen
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
David Nguyen
ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +11:00