Commit Graph

65 Commits

Author SHA1 Message Date
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
7487399123 feat: add more api logs (#1870)
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
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
e07a497b69 feat: api logging by pino (#1865)
experiemental
2025-06-27 21:44:51 +10:00
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
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
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
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
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
5ce2bae39d fix: resolve internal pdf translations 2025-02-19 14:43:35 +11:00
dd602a7e1c fix: themes 2025-02-18 15:17:13 +11:00
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +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
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
08a69c6168 fix: pending document edit (#1580)
Fix issue where you cannot edit a pending document when there is a CCer
recipient.
2025-01-11 22:31:59 +11:00
ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
4085151f80 fix: merge common and web po files (#1563) 2024-12-31 17:20:58 +11:00
cfe7b3a51f fix: remove marketing (#1562) 2024-12-31 15:45:22 +11:00
6da15ab12b feat: open the advanced settings automatically (#1508) 2024-12-27 19:57:24 +11:00
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
f55808199b feat: make enterprise billing dynamic (#1539) 2024-12-14 13:44:25 +09:00
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
76028771b8 fix: add billing leeway (#1532) 2024-12-12 01:10:01 +09:00
98d85b086d feat: add initial api logging (#1494)
Improve API logging and error handling between client and server side.
2024-11-28 16:05:37 +07:00
5398026b80 feat: signature rejection (#1472)
## Description

Adds support for rejecting a given document informing the document
owner.

Flows for resolving a rejection don't currently exist so it's up to the
document owner to reach out to the recipient and work out a way to move
forward via a new document or offline agreement.

## Related Issue


## Changes Made

- Added new rejection properties to the recipient schema
- Added API endpoints to support rejection
- Added email templates for notifying the document owner and recipient
- Added a dialog on the signing page to start the rejection flow.

## Testing Performed

- Manually tested the flow end to end
- Automated tests are planned
2024-11-14 21:37:42 +11:00
23a0537648 feat: add global settings for teams (#1391)
## Description

This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.

### Include Sender Details

If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:

> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"

Otherwise, the email will say:

> "Example Team" has invited you to sign "document.pdf"

### Default Document Visibility

This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only

If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"

Otherwise, if there is a default document visibility value, it uses that
value.

#### Gotcha

To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
  * Similar to the other scenarios.

* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.

* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".

## Testing Performed

Tested it locally.
2024-11-08 22:50:49 +11:00
efbe94aea8 feat: add signing link copy (#1449) 2024-11-06 21:34:06 +09:00
cc249357b3 feat: add certificate translations (#1440)
Add translations for audit logs and certificates.
2024-11-05 18:25:23 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
9ffdbe9c81 fix: improve lingui configuration (#1388)
## Description

Currently merge conflicts arise due to the compiled JS and PO
translation files.

This PR is a rework on how we handle extracting and compiling
translations to streamline PRs and merging branches.

## Changes Made

- Remove compiled translation files from being committed
- Extract and compile translations only on build
- Extract will still occur when commits land on main to sync and pull
new translations with Crowdin
2024-10-09 14:13:52 +11:00
d40ed94b74 feat: highlight problematic fields (#1330) 2024-10-08 21:55:20 +11:00
18115e95d7 feat: add recipient email in activity log (#1386) 2024-10-08 14:05:12 +11:00
ddee8a8272 feat: allow editing pending documents (#1346)
## Description

Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.

A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

## Release Notes

- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
  - Enhanced French translations for improved user interaction.

- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.

- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-09-20 13:58:21 +10:00
c043fa9c06 fix: add check for invalid locales (#1353)
## Description

Currently invalid or missing `accept-language` headers will cause issues
rendering Plural components since we do not validate them.

This adds a check to try filter out invalid locales.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Enhanced locale filtering process to ensure only valid locales are
processed.
  
- **Bug Fixes**
- Improved data integrity by preventing invalid locales from affecting
application functionality.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-19 09:58:59 +10:00
fa6453e811 feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
357bdd374f feat: add language switcher (#1337)
## Description

Web changes:

- Enabled i18n for web
- Add option to change language in command menu
- Add option to change language in menu-switcher

Web and marketing changes:

- Stop setting 'en' preference into cookie if the user's language is not
supported
- Dropped middleware changes
- Rotated cookie from 'i18n' to 'language'

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced a language switcher in the footer for improved language
selection.
	- Added dynamic language change functionality in the command menu.
- Implemented a dropdown menu item for quick access to the language
switcher.

- **Bug Fixes**
- Resolved issues related to language change notifications and state
management.

- **Translations**
- Added new translation entries for improved language support, including
"Search languages..." in English and German.
	- Updated existing translations to enhance clarity and accuracy.

- **Chores**
	- Simplified internationalization handling in middleware.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-11 13:22:43 +10:00
e81023f8d4 fix: refactor dates (#1321)
## Description

Refactor the current date formatting system to utilize Lingui.

## Changes Made

- Remove redundant `LocaleData` component with Lingui dates

## Important notes

For the internal pages for certificates, default to en-US to format any
dates.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit


- **New Features**
- Enhanced internationalization support across various components by
utilizing the `i18n` object for date formatting.
- Streamlined locale management by removing cookie-based language
handling and adopting a more centralized approach.

- **Bug Fixes**
- Improved date formatting consistency by replacing the `LocaleDate`
component with direct calls to `i18n.date()` in multiple components.

- **Documentation**
- Updated localization strings in the `web.po` files to reflect recent
changes in the source code structure.

- **Chores**
- Minor formatting adjustments and code organization improvements across
various files to enhance readability and maintainability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-10 12:38:08 +10:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
7a1341eb74 feat: automatically set public profile url for OIDC users (#1225)
Adds a hook to automatically set profile urls for OIDC users
2024-08-20 13:58:56 +10:00
a9025b5d97 fix: use native URL parser instead of wrong regex (#1206)
Updates the current regex based approach for validating redirect urls to 
instead use the native URL constructor which is available in browsers and 
Node.js and handles several valid cases that were previously not working.
2024-07-31 15:26:05 +10:00
1028184cf2 feat: initial i18n marketing implementation (#1223)
## Description

This PR introduces an initial i18n implementation using
[Lingui](https://lingui.dev).

We plan to combine it with Crowdin which will provide AI translations
when PRs are merged into main.

We plan to rollout i18n to only marketing for now, and will review how
everything goes before continuing to introduce it into the main
application.

## Reasoning

Why not use i18n-next or other alternatives?

To hopefully provide the best DX we chose Lingui because it allows us to
simply wrap text that we want to translate in tags, instead of forcing
users to do things such as:

- Update the text to `t('some-text')`
- Extract it to the file
- The text becomes a bit unreadable unless done correctly

Yes, plugins such as i18n-ally and Sherlock exist to simplify these
chores, but these require the user to be correctly setup in vscode, and
it also does not seem to provide the required configurations for our
multi app and multi UI package setup.

## Super simple demo

```html
// Before
<p>Text to update</p>

// After
<p>
  <Trans>Text to update</Trans>
</p>
```

## Related Issue

Relates to #885 but is only for marketing for now.

Another branch is slowly being prepared for the changes required for the
web application while we wait to see how this goes for marketing.

## Changes Made

Our configuration does not follow the general standard since we have
translations that cross:
- Web app
- Marketing app
- Constants package
- UI package

This means we want to separate translations into:
1. Marketing - Only translations extracted from `apps/marketing`
2. Web - Only translations extracted from `apps/web`
3. Common - Translations from `packages/constants` and `packages/ui`

Then we bundle, compile and minify the translations for production as
follows:
1. Marketing = Marketing + Common
2. Web = Web + Common

This allows us to only load the required translations when running each
application.

Overall general changes: 
- Add i18n to marketing
- Add core i18n setup to web
- Add pre-commit hook and GH action to extract any new <Trans> tags into
the translation files

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit


- **New Features**
- Added Romanian localization for marketing messages to improve
accessibility for Romanian-speaking users.
- Introduced German and English translation modules and PO files to
enhance the application's internationalization capabilities.
- Integrated internationalization support in the RootLayout component
for dynamic language settings based on server-side configurations.
- Enhanced the Enterprise component with translation support to adapt to
user language preferences.
- Added a `<meta>` tag to prevent Google from translating the page
content, supporting internationalization efforts.

- **Bug Fixes**
- Resolved minor issues related to the structure and accessibility of
translation files.

- **Chores**
- Updated project dependencies to support the new localization features
and ensure stability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-07-26 14:56:42 +10:00
7b5c57e8af chore: add more field types (#1141)
Adds a number of new field types and capabilities to existing fields.

A massive change with far too many moving pieces to document in a single commit.
2024-07-18 23:45:44 +10:00
c3035dbd15 feat: add external id to documents and templates (#1227)
## Description

Adds the external ID column to documents and templates with an option to
configure it in the API or UI.

External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
2024-07-13 16:45:09 +10:00
92c09c5850 feat: move document to team (#1210)
Introduces a new dialog component allowing users to move documents
between teams with included audit logging.
2024-07-02 12:47:24 +10:00
5514dad4d8 feat: add public profiles 2024-06-06 15:28:02 +10:00
d11a68fc4c feat: add direct templates links (#1165)
## 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>
2024-06-02 15:49:09 +10:00