Commit Graph

52 Commits

Author SHA1 Message Date
2805478e0d feat: billing 2025-05-19 12:38:50 +10:00
7abfc9e271 fix: wip 2025-05-07 15:03:20 +10:00
4d6efe091e fix: pass document meta to readonly field component (#1737)
## Description

Previously we weren't passing the DocumentMeta to our readonly field
component which is used for displaying completed fields by other
recipients.

Due to this dates that were not using the default format were displaying
as invalid date adding confusion to the signing process.

## Related Issue

Reported via support email.

## Changes Made

- Pass the document meta to the readonly field component.
- Support showing completed fields within the embedding UI.

## Testing Performed

- Manual testing
2025-03-31 17:14:56 +11:00
7e6ac4db40 fix: direct template redirects (#1727) 2025-03-28 14:45:54 +11:00
c82388c40a fix: remove console.log embed document completed (#1723) 2025-03-25 16:36:52 +02:00
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
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
7dd331addf fix: allow blank rejection reasons 2025-03-22 12:01:18 +11:00
efbc097191 fix: unblock last signer when using dictation 2025-03-22 02:34:12 +11:00
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
d422ffa873 chore: add terms and privacy policy link (#1707) 2025-03-19 19:29:09 +11:00
67bbb6c6f4 fix: autosigning fields with direct links (#1696)
## Description

The changes in `sign-direct-template.tsx` automatically fill in field
values for text, number, and dropdown fields when default values are
present or if the fields are read-only. In `checkbox-field.tsx`, the
changes fix the checkbox signing by checking if the validation is met
and improving how it saves or removes checkbox choices.

## Testing Performed

I tested the code locally with a variety of documents/fields.

## 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.
2025-03-13 11:18:01 +02:00
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
9f17c1e48e fix: adjust desktop nav search button width and spacing (#1699) 2025-03-13 10:52:01 +11:00
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
b990532633 fix: remove refresh on focus 2025-03-08 15:30:13 +11:00
ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
083a706373 fix: duplex and 2fa refresh 2025-03-04 11:41:38 +11:00
7c38970ee8 fix: update error logging 2025-03-04 01:41:39 +11:00
e79d762710 chore: add label for checkbox and radio fields (#1607) 2025-03-03 13:46:29 +11:00
d970976299 fix: remove auto-expand in embeddding 2025-02-28 14:46:15 +11:00
ad520bb032 fix: remove oauth from embeds 2025-02-27 14:08:59 +11:00
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
cf58c80e31 fix: handle empty field meta for checkboxes 2025-02-26 15:30:51 +11:00
3328074f51 fix: early adopters can use platform features 2025-02-25 20:07:40 +11:00
7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
5255e8671f chore: refactor pdf worker loader 2025-02-24 21:47:06 +11:00
01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +11:00
483d7caef7 feat: allow document rejection in embeds (#1662) 2025-02-21 01:27:03 +11:00
139bc265c7 fix: migrate billing to RR7 2025-02-21 01:16:23 +11:00
991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
ec07092bf6 fix: session refresh 2025-02-19 22:29:30 +11:00
63e2ef0abf fix: static caching 2025-02-19 21:35:35 +11:00
90ce52164c chore: add password tests 2025-02-19 18:41:53 +11:00
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
1ed1cb0773 chore: refactor sessions 2025-02-16 00:44:01 +11:00
e518985833 fix: migrate 2fa to custom auth 2025-02-14 22:00:55 +11:00
28f5177064 fix: dialogs with search params 2025-02-14 16:14:02 +11:00
31de86e425 feat: add oidc 2025-02-14 16:01:16 +11:00
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
b205f7e5f3 fix: typed signature not working (#1635)
The `typedSignatureEnabled` prop was removed from the `SignatureField`
component, which broke the typed signature meaning that nobody could
sign documents by typing their signature.
2025-02-13 19:47:38 +11:00
c5d5355cf7 fix: assistant mode breaks for number fields 2025-02-13 19:46:14 +11:00
5fac29a07f fix: add css targets for embeds 2025-02-13 19:45:54 +11:00
1aaacab6ca fix: temp field label/text truncation (#1565)
TEMP: Fix the truncation of the field label/text.
2025-02-13 19:43:35 +11:00
06076c1809 fix: unable to check on the checkbox field (#1593)
This change prevents race conditions between state updates and API
operations by updating local state immediately before making async
calls.
2025-02-13 19:42:08 +11:00
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
741639ee78 fix: improve move to team display logic 2025-02-13 18:49:03 +11:00
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
b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00