Commit Graph

765 Commits

Author SHA1 Message Date
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
Tom
7214965c0c chore: update French translations (#1679) 2025-03-12 16:22:06 +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
e08d62c844 fix: remove invalid prisma zod schemas 2025-03-04 01:20:13 +11:00
David Nguyen
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
David Nguyen
ad520bb032 fix: remove oauth from embeds 2025-02-27 14:08:59 +11:00
David Nguyen
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
David Nguyen
6474b4a524 fix: add preferred team middleware 2025-02-26 19:42:42 +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
David Nguyen
7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
David Nguyen
d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00
David Nguyen
01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +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
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
David Nguyen
ec07092bf6 fix: session refresh 2025-02-19 22:29:30 +11:00
David Nguyen
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
David Nguyen
24f3ecd94f fix: remove marketing url 2025-02-19 16:45:54 +11:00
David Nguyen
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
David Nguyen
5ce2bae39d fix: resolve internal pdf translations 2025-02-19 14:43:35 +11:00
David Nguyen
dd602a7e1c fix: themes 2025-02-18 15:17:13 +11:00
David Nguyen
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
David Nguyen
1ed1cb0773 chore: refactor sessions 2025-02-16 00:44:01 +11:00
David Nguyen
e518985833 fix: migrate 2fa to custom auth 2025-02-14 22:00:55 +11:00
David Nguyen
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
David Nguyen
180656978b feat: add themes 2025-02-14 17:50:23 +11:00
David Nguyen
28f5177064 fix: dialogs with search params 2025-02-14 16:14:02 +11:00
David Nguyen
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
David Nguyen
7379391f92 fix: migrate translations 2025-02-13 20:24:27 +11:00
David Nguyen
ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +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
0b3638c42c feat: add Polish and Italian (#1618) 2025-02-13 18:48:37 +11:00
Catalin Pit
0f50110853 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.
2025-02-13 18:47:59 +11:00
Catalin Pit
b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +11:00
Lucas Smith
c9e8a32471 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.
2025-02-13 18:44:29 +11:00
Ephraim Duncan
b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00
Lucas Smith
9db42accf3 feat: add text align option to fields (#1610)
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"
/>

N/A

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

- Ran manual tests using the debug mode
2025-02-13 18:28:33 +11:00
David Nguyen
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
Mythie
0ef85b47b1 fix: handle empty object as fieldMeta 2025-01-21 09:46:54 +11:00
David Nguyen
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
David Nguyen
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
David Nguyen
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
David Nguyen
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00