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Author SHA1 Message Date
Catalin Pit a71c44570b feat: admin panel org improvements (#2548) 
## Description

- Add a new team page showing team details, global settings, members,
and pending invites
- Update the organisation page to display organisation usage and global
settings
- Show the role and ID of each organisation member, with navigation to
their teams

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [ ] 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.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
 2026-03-27 11:55:33 +02:00
Catalin Pit f5b3babcbb feat: display the field id in dev mode (#2658) 2026-03-27 00:40:29 +11:00
Catalin Pit 5be71cca21 feat: add option to disable Document created from template (#2609) 2026-03-23 15:11:42 +11:00
Catalin Pit 455fef70bd fix: folder view all page nested navigation and search filtering (#2450) 
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
 2026-03-17 12:02:32 +02:00
Catalin Pit 32c54e1245 fix: hide name/email in embed signing when provided via prop (#2600) 
## Description

When signing via embed, recipient name and email provided through the
embed context were ignored if the DB recipient record had empty values.

This fix adds:
- the signing context's fullName and email as fallbacks in the recipient
payload
- keeps the form in sync with values instead of defaultValues
- ensures the override payload is sent even when the form is hidden
 2026-03-13 21:59:10 +11:00
Catalin Pit ab69ee627b fix: include extra recipient info in missing fields error msg (#2590) 2026-03-10 12:17:24 +11:00
Catalin Pit da7b5d12f8 fix: make signing page left-hand sidebar collapsible (#2541) 2026-03-09 11:45:28 +11:00
Catalin Pit c4754553c9 feat: implement template search functionality (#2376) 
- Added  function to handle template searches based on user input
- Introduced in the TRPC router to facilitate authenticated template
searches
- Updated to include template search results alongside document search
results
- Enhanced query handling by enabling searches only when the input is
valid
- Created corresponding Zod schemas for request and response validation
in
 2026-03-09 10:44:51 +11:00
Catalin Pit f1323679aa fix: use default field meta for embedding template fields (#2556) 2026-03-03 22:24:57 +11:00
Catalin Pit f1c91c4951 fix: bulk actions improvements (#2440) 2026-02-10 20:13:03 +11:00
Catalin Pit 9b190ef582 docs: add info callout for enterprise-only embedded authoring (#2443) 2026-02-04 12:41:46 +11:00
Catalin Pit 25e148d459 feat: update team member creation dialog with invite functionality (#2366) 2026-01-29 15:15:06 +11:00
Catalin Pit 59a514c238 feat: allow non-team members as default recipients (#2404) 2026-01-29 13:32:18 +11:00
Catalin Pit d18dcb4d60 feat: autoplace fields from placeholders (#2111) 
This PR introduces automatic detection and placement of fields and
recipients based on PDF placeholders.

The placeholders have the following structure:
- `{{fieldType,recipientPosition,fieldMeta}}` 
- `{{text,r1,required=true,textAlign=right,fontSize=50}}`

When the user uploads a PDF document containing such placeholders, they
get converted automatically to Documenso fields and assigned to
recipients.
 2026-01-29 13:13:45 +11:00
Catalin Pit 155310b028 feat: add bulk document selection and move functionality (#2387) 
This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
 2026-01-28 18:27:32 +11:00
Catalin Pit 28bc2dc975 fix: send organisation member removal email to correct user (#2405) 2026-01-28 09:18:58 +02:00
Catalin Pit a7963b385a docs: add default recipients section (#2400) 2026-01-21 09:45:34 +02:00
Catalin Pit bb3e9583e4 feat: add default recipients for teams and orgs (#2248) 2026-01-13 20:32:00 +11:00
Catalin Pit 2f27304750 refactor: simplify field dialog component (#2369) 2026-01-13 12:38:10 +11:00
Catalin Pit f6d81b22bd docs: update field coordinates documentation and improve devmode (#2359) 2026-01-06 10:29:21 +02:00
Catalin Pit ef407cb0b4 refactor: simplify form validation and enhance recipient handling (#2317) 2026-01-02 13:16:45 +11:00
Catalin PitandLucas Smith 90fdba8000 feat: get many endpoints (#2226) 
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
 2025-12-24 11:02:02 +11:00
Catalin Pit baa2c51123 feat: add delegate document ownership option (#2272) 
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation
from the organization/team settings.
 2025-12-23 22:08:54 +11:00
Catalin Pit 1e585e06e6 docs: update documentation (#2339) 2025-12-22 15:07:28 +02:00
Catalin Pit 810e00da03 feat: add new features to the FEATURES list (#2338) 2025-12-19 10:38:56 +11:00
Catalin Pit 8462cd13fd fix: assignment operator for directRecipientName (#2323) 2025-12-16 12:04:19 +11:00
Catalin Pit 02f1264eea feat: unlink documents from deleted organization (#2006) 2025-12-15 12:17:13 +11:00
Catalin Pit 4d6389e901 fix(api): replace generic errors with AppError in getApiTokenByToken (#2315) 2025-12-15 11:47:38 +11:00
Catalin Pit d058b7c705 feat: include CC role in removed recipient email check (#2285) 2025-12-06 14:20:25 +11:00
Catalin Pit 0dfa953f54 feat: add external ID to use template (#2264) 2025-12-02 18:53:42 +11:00
Catalin Pit 5df3932958 fix: update branding logic (#2238) 
Update branding logic to ensure company details are displayed only when
branding is enabled
 2025-11-24 21:45:31 +11:00
Catalin Pit 374477e692 refactor: improve layout of completed signing page (#2209) 2025-11-20 11:04:41 +11:00
Catalin Pit c3dc76b1b4 feat: add API support for folders (#1967) 2025-10-21 18:22:19 +11:00
Catalin Pit c7d21c6587 fix: update personal organisation email settings (#2048) 2025-09-29 10:11:00 +03:00
Catalin Pit f3305ac306 feat: show branding logo on signing page (#2031) 
If the team has the branding enabled & a logo uploaded, it'll show on
the document signing page view.
 2025-09-25 22:41:17 +10:00
Catalin Pit 68b4305b6a feat: add max file size for uploaded documents (#2044) 2025-09-25 22:40:00 +10:00
Catalin Pit 3de1ea0a02 feat: resend dialog improvements (#2034) 
The checkboxes were difficult to see and the "Send reminder" button
wasn't disabled when no recipients were selected. This PR disables the
sending button when there's no selected recipient and improves the
checkboxes visibility.
 2025-09-25 22:23:07 +10:00
Catalin Pit b9b3ddfb98 chore: update tests to use new date formats (#2045) 
## Description

Update the tests to use the new date formats form this PR
https://github.com/documenso/documenso/pull/2038.
 2025-09-25 16:55:31 +10:00
Catalin Pit 8590502338 fix: file upload error messages (#2041) 2025-09-24 16:06:41 +03:00
Catalin Pit 53f29daf50 fix: allow dates with and without time (#2038) 2025-09-24 14:46:04 +03:00
Catalin Pit c161553d1d feat: add disabled property for user (#1546) 2024-12-17 22:35:59 +11:00
Catalin Pit 9502f4361d fix: fieldtooltip blocking the field click (#1538) 
## Before (error)


https://github.com/user-attachments/assets/525e6c04-fc03-41a7-8299-2a753e9e9fa6

## After (fixed)


https://github.com/user-attachments/assets/67f7e592-c5ca-47f4-962c-e4a848522d43
 2024-12-17 17:04:20 +11:00
Catalin Pit 82deab41f4 fix: move permission check outside the document visibility component (#1543) 
PR created because of this comment
https://github.com/documenso/documenso/pull/1521#discussion_r1881895305.
 2024-12-17 17:03:08 +11:00
Catalin Pit 2245812f0b fix: document visibility logic (#1521) 
Update the logic of document visibility logic and added some tests &
updated some existing ones.
 2024-12-16 09:10:40 +02:00
Catalin Pit 6a56905fea chore: merged main 2023-12-21 10:14:07 +02:00
Catalin Pit a22ada5f41 chore: add delete cascade 2023-12-20 14:44:43 +02:00
Catalin Pit fb46b09e4f chore: small changes 2023-12-20 12:47:46 +02:00
Catalin Pit 17486b961d chore: refactor delete dialog 2023-12-19 15:51:43 +02:00
Catalin Pit da03fc1fd0 chore: finishing touches 2023-12-18 12:24:42 +02:00
Catalin Pit 19736ce60b chore: implemented feedback 2023-12-14 11:05:39 +02:00
Catalin Pit e79d385534 Merge branch 'main' into feat/public-api 2023-12-11 14:44:29 +02:00
Catalin Pit 8ecd8a7d10 chore: implemented feedback + a small refactoring 2023-12-11 14:33:30 +02:00
Catalin Pit 66c0db91da chore: cleanup and feedback implementation 2023-12-08 13:28:34 +00:00
Catalin Pit 54401b94ae chore: split api contract 
moved the schemas from the api contract to a separate file
 2023-12-08 09:58:23 +00:00
Catalin Pit 11ae6d3c16 chore: small changes 2023-12-06 16:53:34 +00:00
Catalin Pit 6c5526dd49 chore: update routes 
trying to add the route for creating documents
 2023-12-06 15:27:30 +00:00
Catalin Pit 936e75fd30 chore: merged main 2023-12-06 13:18:59 +00:00
Catalin Pit 6be4b7ae90 feat: add authorization for api calls 2023-11-30 14:39:31 +02:00
Catalin Pit 76800674ee feat: improve messaging 2023-11-29 14:57:27 +02:00
Catalin Pit d43d40fd6b feat: improvements to the newly created token message 2023-11-29 14:43:26 +02:00
Catalin Pit e1732de81d feat: show newly created token 2023-11-28 15:49:46 +02:00
Catalin Pit 6a5fc7a5fb feat: confirm to delete dialog 2023-11-28 12:37:01 +02:00
Catalin Pit 13997d3dca feat: add delete and copy token on token page 2023-11-27 16:29:24 +02:00
Catalin Pit 2deaad5c34 feat: token page 2023-11-27 12:50:21 +02:00
Catalin Pit fbee6eedc1 feat: api token functions 2023-11-24 16:13:09 +02:00
Catalin Pit 80fe7ccdf5 feat: api token page in the settings 2023-11-24 13:59:33 +02:00
Catalin Pit 2ccede72ea chore: update the contract to add deleteDocument route 2023-11-23 15:23:47 +02:00
Catalin Pit 309b56168a feat: create the model for the api token 2023-11-23 15:21:13 +02:00
Catalin Pit 5c8a77ee8f chore: merged main 2023-11-23 12:05:28 +02:00
Catalin Pit b3008fb272 feat: add route for retrieving a single document by id 2023-11-23 10:02:22 +02:00
Catalin Pit 6d6c93539f feat: update contract 2023-11-22 15:51:04 +02:00
Catalin Pit 4a6b3edc05 feat: get documents api route with pagination 2023-11-22 15:44:49 +02:00
Catalin Pit 24d9906557 feat: public api start 2023-11-22 15:03:15 +02:00
Catalin Pit fbbc3b89c3 feat: email verification for registration (#599) 2023-11-21 15:44:04 +11:00
Catalin Pit a8d49bb8b8 chore: added Documenso video walkthrough (#665) 2023-11-20 19:01:34 +11:00
Catalin Pit d6e3b2b5dc fix: seal document for single player mode (#617) 2023-11-06 13:02:20 +11:00
Catalin Pitandpit dec587e39e chore: add prisma studio command (#576) 
Co-authored-by: pit <pit@pits-MacBook-Pro.local>
 2023-11-06 13:02:20 +11:00
Catalin Pitandpit f1732fab29 fix: truncate long file name in admin dashboard (#572) 
Co-authored-by: pit <pit@192-168-0-136.rdsnet.ro>
 2023-11-06 13:02:19 +11:00
Catalin Pitandpit cff547d0d8 fix: user avatar on admin documents table (#570) 
Co-authored-by: pit <pit@pits-MacBook-Pro.local>
 2023-11-06 13:02:19 +11:00
Catalin Pit 4f40ce6003 chore: implemented feedback 2023-11-06 13:01:12 +11:00
Catalin Pit e752c0c60b chore: fix version in nextjs config 2023-11-06 13:01:12 +11:00
Catalin Pit 31ae6591dd chore: added app version 2023-11-06 13:01:12 +11:00
Catalin Pit d8bbfae30d chore: changed the cards titles 2023-11-06 13:01:12 +11:00
Catalin Pit f42f2b1aa0 chore: feedback improvements 2023-11-06 13:01:12 +11:00
Catalin Pit a2635851cf chore: rename files 2023-11-06 13:01:12 +11:00
Catalin Pit a94b80d07d chore: implemented feedback 2023-11-06 13:01:12 +11:00
Catalin Pit 766fc6410b feat: add the admin page 2023-11-06 13:01:12 +11:00
Catalin Pit 61df56c21e feat: creating the admin ui for metrics 2023-11-06 13:01:12 +11:00
Catalin Pit 383f8d6e3c chore: removed one more console.log 2023-11-06 13:01:12 +11:00
Catalin Pit d1db20ff4a chore: removed console.logs and warn 2023-11-06 13:01:12 +11:00