## Description
Show a dialog when the document has signers with no signature fields
placed.
## Changes Made
Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.
## 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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.
- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.
- **Bug Fixes**
- Improved async signing process for better efficiency and control.
- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.
- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## Description
Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.
## General outline
This works by allowing the template owner to configure a "direct
recipient" in the template.
When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:
- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed
## Notes
There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
## Description
General enhancements for templates.
## Changes Made
Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents
Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates
## Testing Performed
Added E2E tests for templates and creating documents from templates
## Description
Update the template flow to allow for entering recipient placeholder
emails and names
## Changes Made
- General refactoring
- Added advanced recipient settings for future usage
## Description
Added the ability for recipients to see fields from other recipients who
have completed the document when they are signing the document
Added the ability for the document owner to see fields from recipients
who have completed the field on the document page view (only visible
when the document is pending)
## 🚨🚨 Migrations🚨🚨
- Drop all `Fields` that do not have a `Recipient` set (not sure how it
was possible in the first place)
- Remove optional `Recipient` field on `Field` which doesn't make sense
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Summary by CodeRabbit
- **New Features**
- Enhanced document viewing by adding read-only fields based on document
status.
- Improved signing page by fetching and displaying completed fields for
tokens.
- Updated avatar component to show recipient status with tooltips for
better user interaction.
- **Bug Fixes**
- Made `recipientId` a required field in the database to ensure data
consistency.
- **Refactor**
- Optimized popover functionality in UI components for better
performance and user experience.
- **Documentation**
- Added detailed component and function descriptions for new features in
the system.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Add additional information for each role to help document owners
understand what each role involves.
## Changes Made
## Testing Performed
Tested the changes locally.
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Updated recipient role terminology and added tooltips in the
`AddSignersFormPartial` component:
- "Signer" changed to "Needs to sign" with tooltip
- "Receives copy" changed to "Needs to approve" with tooltip
- "Approver" changed to "Needs to view" with tooltip
- "Viewer" changed to "Receives copy" with tooltip
- Enhanced select dropdown options with icons and tooltips for different
recipient roles in the `AddTemplatePlaceholderRecipients` component.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
## Description
This PR introduces the ability to add oneself as a signer by simply
clicking a button, rather than filling the details manually.
### "Add Myself" in the document creation flow
https://github.com/documenso/documenso/assets/25515812/0de762e3-563a-491f-a742-9078bf1d627d
### "Add Myself" in the document template creation flow
https://github.com/documenso/documenso/assets/25515812/775bae01-3f5a-4b24-abbf-a47b14ec594a
## Related Issue
Addresses
[#113](https://github.com/documenso/backlog-internal/issues/113)
## Changes Made
Added a new button that grabs the details of the logged-in user and
fills the fields *(email, name, and role)* automatically when clicked.
## Testing Performed
Tested the changes locally through the UI.
## 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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced the ability for users to add themselves as signers within
documents seamlessly.
- **Enhancements**
- Improved form handling logic to accommodate new self-signer
functionality.
- Enhanced user interface elements to support the addition of self as a
signer, including a new "Add myself" button and disabling input fields
during the process.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
**Description:**
- Updated mobile header with respect to latest designs
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Added a new `showText` property to the `MenuSwitcher` component to
control text visibility.
- Added a `textSectionClassName` property to the `AvatarWithText`
component for conditional text section styling.
- Updated the `CommandDialog` and `DialogContent` components with new
positioning and styling properties.
- **Style Updates**
- Adjusted text size responsiveness in the `Hero` component for various
screen sizes.
- Modified text truncation and input styling in the `Widget` component.
- Changed the width of the `SheetContent` element in `MobileNavigation`
and adjusted footer layout.
- **Documentation**
- Added instructions for certificate placement in `SIGNING.md`.
- **Refactor**
- Standardized type imports across various components and utilities for
improved type checking.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Signed-off-by: Adithya Krishna <adithya@documenso.com>
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## Description
Add the following document action auth options:
- 2FA
- Passkey
If the user does not have the required auth setup, we onboard them
directly.
## Changes made
Note: Added secondaryId to the VerificationToken schema
## Testing Performed
Tested locally, pending preview tests
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have added/updated tests that prove the effectiveness of these
changes.
- [X] I have followed the project's coding style guidelines.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced components for 2FA, account, and passkey authentication
during document signing.
- Added "Require passkey" option to document settings and signer
authentication settings.
- Enhanced form submission and loading states for improved user
experience.
- **Refactor**
- Optimized authentication components to efficiently support multiple
authentication methods.
- **Chores**
- Updated and renamed functions and components for clarity and
consistency across the authentication system.
- Refined sorting options and database schema to support new
authentication features.
- **Bug Fixes**
- Adjusted SignInForm to verify browser support for WebAuthn before
proceeding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Currently if you try to load the document edit page when fields need to
be rendered, you will not be able to see the fields until you proceed to
the next step.
This is because the fields require the document PDF to be loaded prior
to rendering them.
This PR resolves that issue by only rendering the fields after the PDF
is loaded.
## Changes Made
- Add a state to track whether the PDF is loaded
- Render the fields only after the PDF is loaded
## Testing Performed
Tested document flow manually and the fields are rendered correctly on
load.
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have updated the documentation to reflect these changes, if
applicable.
## Description
Update the add signer form to disable the signers when required.
I assume the actual issue is that `{...field}` was spreading a disabled
prop which was overriding our one.
## Changes Made
- Use fieldset to disable inputs
- Manually disable select since fieldset doesn't work for that select
for some reason
