Commit Graph

470 Commits

Author SHA1 Message Date
3b476e9e1f chore: merged main 2025-05-07 11:17:15 +03:00
cec25ac719 feat: add support for attachments in template management
- Enhanced TemplateEditForm to include attachments in the template data.
- Updated createDocumentFromTemplate to handle attachment creation.
- Modified updateTemplate to manage attachment updates and deletions.
- Integrated attachments into ZTemplateSchema and ZAddTemplateSettingsFormSchema for validation.
- Improved getTemplateById to fetch attachments alongside other template data.
2025-05-06 15:48:52 +03:00
ab323f149f fix: resolve issue with uploading templates 2025-05-03 09:23:17 +10:00
516e237966 fix: resolve issue with uploading templates 2025-05-03 08:09:44 +10:00
0931c472a7 fix: resolve issue with uploading templates 2025-05-03 07:38:48 +10:00
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +10:00
dbacfaa841 feat: enhance document attachment updates and audit logging
- Implemented detailed handling for document attachment updates in DocumentHistorySheet.
- Updated updateDocument function to log changes only when attachments differ.
- Enhanced ZDocumentSchema to include attachment type validation.
- Refined audit log formatting for document attachment updates to improve clarity.
2025-05-01 11:39:07 +03:00
6980db57d3 feat: enhance document attachment handling and audit logging
- Added support for attachment updates in the updateDocument functionc.
- Introduced new audit log type for document attachments updates.
- Updated ZDocumentAuditLog schemas to include attachment-related events.
- Modified AddSettingsFormPartial to handle attachment IDs and types correctly.
- Set default value for attachment type in the Prisma schema.
2025-04-30 15:53:58 +03:00
e3f8e76e6a feat: enhance document schema and update attachment handling
- Added attachments support to ZCreateDocumentMutationSchema and ZUpdateDocumentRequestSchema.
- Updated ZDocumentSchema to validate attachments with specific fields.
- Modified updateDocument function to handle attachment creation and deletion.
- Enhanced AddSettingsFormSchema to include attachments with proper validation.
2025-04-29 15:14:58 +03:00
396a7db587 feat: enhance document management by adding attachments support
- Updated DocumentEditForm to include attachments in the document data.
- Modified getDocumentWithDetailsById to fetch attachments.
- Updated ZDocumentSchema to validate attachments.
- Enhanced AddSettingsFormPartial to handle attachments with default values and updated field names.
2025-04-29 14:11:11 +03:00
bdb0b0ea88 feat: certificate qrcode (#1755)
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
f7ee4d0ba2 chore: merged main 2025-04-25 13:58:55 +03:00
1b67be9099 feat: add document attachments feature 2025-04-25 13:49:22 +03:00
f0dcf7e9bf fix: signing volume query (#1753)
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
2025-04-24 16:14:38 +10:00
6540291055 feat: migrate webhook execution to background jobs (#1694) 2025-04-24 06:00:53 +00:00
193325717d fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +10:00
f1526315f5 feat: limit free teams platform plan (#1673)
This pull request removes the `id` field from
`IsDocumentPlatformOptions` in `is-document-platform.ts` and updates the
billing logic in `create-team.ts`: platform plan users create their
first team free, but pay for subsequent teams; non-platform users need
an active team subscription if billing is enabled.
2025-04-15 21:32:15 +10:00
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
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
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
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
a0ace803cf fix: admin signing page crash 2025-03-12 16:53:09 +11:00
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
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
0df29fce36 fix: invalid request body (#1686)
Fix the invalid request body so the webhooks work again.
2025-03-06 19:47:24 +11:00
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
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
deea99d865 feat: search by externalId 2025-02-25 20:07:47 +11:00
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +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
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +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
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
b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +11:00
b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00
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
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00