Commit Graph

81 Commits

Author SHA1 Message Date
Ephraim Atta-Duncan
35db8182f0 feat: complete document 2fa (wip) 2025-04-23 08:26:52 +00:00
Catalin Pit
b94645a451 fix: optional fields being required in direct links (#1752) 2025-04-21 16:34:29 +10:00
Mythie
cf17fc61bc chore: update tests 2025-04-21 16:07:19 +10:00
David Nguyen
435b3ca4f8 chore: remove legacy document update route (#1751)
Remove deprecated route
2025-04-17 16:36:10 +10:00
Mythie
278cd8a9de fix: always show ip and useragent in certificate 2025-04-17 12:55:03 +10:00
RefRexi
353a7e8e0d fix: dynamic route for team transfer (#1730)
fix: dynamic route handling for /team/verify/transfer/:token
2025-04-15 21:30:44 +10:00
Mythie
9121a062b3 chore: add docs for authoring 2025-04-14 11:31:54 +10:00
Lucas Smith
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
Lucas Smith
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
David Nguyen
7e6ac4db40 fix: direct template redirects (#1727) 2025-03-28 14:45:54 +11:00
Mythie
ac3deb113e chore: update ci 2025-03-27 22:49:59 +11:00
Catalin Pit
c82388c40a fix: remove console.log embed document completed (#1723) 2025-03-25 16:36:52 +02:00
David Nguyen
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
David Nguyen
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
Mythie
a8de8368a2 fix: hide powered by on certificate for platform documents 2025-03-22 12:04:08 +11:00
Mythie
7dd331addf fix: allow blank rejection reasons 2025-03-22 12:01:18 +11:00
Mythie
efbc097191 fix: unblock last signer when using dictation 2025-03-22 02:34:12 +11:00
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
Catalin Pit
d422ffa873 chore: add terms and privacy policy link (#1707) 2025-03-19 19:29:09 +11:00
Catalin Pit
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
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
Jenil Savani
9f17c1e48e fix: adjust desktop nav search button width and spacing (#1699) 2025-03-13 10:52:01 +11:00
Jenil Savani
44cdbeecb4 fix: improve layout and truncate document information in logs page (#1656) 2025-03-12 16:31:03 +11:00
Ephraim Duncan
8d6bf91d12 fix: persist theme cookie for a much longer time (#1693) 2025-03-12 16:09:37 +11:00
David Nguyen
c646afcd97 fix: tests 2025-03-09 15:10:19 +11:00
Catalin Pit
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
David Nguyen
b990532633 fix: remove refresh on focus 2025-03-08 15:30:13 +11:00
Ephraim Duncan
ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
David Nguyen
083a706373 fix: duplex and 2fa refresh 2025-03-04 11:41:38 +11:00
David Nguyen
db326cb4a9 fix: posthog reverse proxy 2025-03-04 10:48:19 +11:00
David Nguyen
d664f571d6 fix: posthog reverse proxy 2025-03-04 10:46:59 +11:00
David Nguyen
7c38970ee8 fix: update error logging 2025-03-04 01:41:39 +11:00
Catalin Pit
e79d762710 chore: add label for checkbox and radio fields (#1607) 2025-03-03 13:46:29 +11:00
Mythie
d970976299 fix: remove auto-expand in embeddding 2025-02-28 14:46:15 +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
David Nguyen
5b4db51051 fix: react-pdf canvas build 2025-02-26 18:39:21 +11:00
Mythie
cf58c80e31 fix: handle empty field meta for checkboxes 2025-02-26 15:30:51 +11:00
Mythie
3328074f51 fix: early adopters can use platform features 2025-02-25 20:07:40 +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
5255e8671f chore: refactor pdf worker loader 2025-02-24 21:47:06 +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
7728c8641c fix: share opengraph 2025-02-20 15:38:06 +11:00
David Nguyen
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00