## Description
I added the option of downloading a document without the signing
certificate for teams. They can disable/enable the option in the
preferences tab.
The signing certificate can still be downloaded separately from the
`logs` page.
## 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
## 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.
## 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
## Description
Adds user management capabilities to our current API. Allows for adding,
removing, listing and updating members of a given team using a valid API
token.
## Related Issue
N/A
## Changes Made
- Added an endpoint for inviting a team member
- Added an endpoint for removing a team member
- Added an endpoint for updating a team member
- Added an endpoint for listing team members
## Testing Performed
Tests were written for this feature request
Add the ability to insert typed signatures.
Once the signature field is placed on the document, a checkbox appears
in the document editor where the document owner can allow signers to add
typed signatures. Typed signatures are disabled by default.
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
Previously we would delete all invites and confirmation tokens upon
completing the action that they represent.
This change instead adds a flag on each token indicating whether it has
been completed so we can action a
completed token differently in the UI to reduce confusion for users.
This had been brought up a number of times where confirmation emails,
team member invites and other items
may have been actioned and forgotten about causing an error toast/page
upon subsequent revisit.
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **Documentation**
- Enhanced project README for clarity and improved environment variables
section.
- Added comprehensive developer and user documentation, including guides
on local development, public API, self-hosting, and compliance
standards.
- Introduced specific guides for contributing, creating API keys, using
webhooks, and setting up security measures.
- Detailed documentation on various fields available for document
signing to improve user understanding.
- Added metadata structuring to improve navigation within the
documentation site.
- **Chores**
- Updated `.gitignore` to better handle project files.
- **New Features**
- Introduced detailed metadata and documentation for various Documenso
functionalities, including signing documents, user profiles, and
compliance levels.
- Added functionality for Direct Link Signing, enabling easy sharing for
document signing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## 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.
## Description
Show a dialog when the document has signers with no signature fields
placed.
## Changes Made
Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.
## Checklist
- [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.
https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.
- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.
- **Bug Fixes**
- Improved async signing process for better efficiency and control.
- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.
- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## 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>
Adds fields to the Account model to support various pieces
of data returned by OIDC providers such as AzureAD and GitLab.
Additionally passes through the email verification status and handles
retrieving the email for providers such as AzureAD who use a different
claim instead.
## Description
General enhancements for templates.
## Changes Made
Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents
Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates
## Testing Performed
Added E2E tests for templates and creating documents from templates
## Description
Added the ability for recipients to see fields from other recipients who
have completed the document when they are signing the document
Added the ability for the document owner to see fields from recipients
who have completed the field on the document page view (only visible
when the document is pending)
## 🚨🚨 Migrations🚨🚨
- Drop all `Fields` that do not have a `Recipient` set (not sure how it
was possible in the first place)
- Remove optional `Recipient` field on `Field` which doesn't make sense
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Summary by CodeRabbit
- **New Features**
- Enhanced document viewing by adding read-only fields based on document
status.
- Improved signing page by fetching and displaying completed fields for
tokens.
- Updated avatar component to show recipient status with tooltips for
better user interaction.
- **Bug Fixes**
- Made `recipientId` a required field in the database to ensure data
consistency.
- **Refactor**
- Optimized popover functionality in UI components for better
performance and user experience.
- **Documentation**
- Added detailed component and function descriptions for new features in
the system.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.
## Changes Made
- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents
- Remove ability to copy signing tokens unless document is pending
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.
- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Adds the ability to prefill native PDF form fields via the API using
either normal documents or templates.
Since we won't always know when a document is uploaded and has forms we
opt to do this on creation for templates and on sending the document to
recipients in all cases. This means that for a created document it can
look a little funky since the form fields are missing the data until the
document is sent.
This should be improved in a later change but since we've scoped this to
an API only workflow for now we are less concerned with the visual
issues.
## Related Issue
N/A
## Changes Made
- Added the `formValues` field the document model
- Added a new method for finding and filling form fields based on a `key
| value` pair
- Updated the API input shapes to take the new field.
## Testing Performed
- Have created and tested a document using the API both for creation and
usage with a template.
- Have verified that the fields display as expected either during
creation or sending depending on the document type.
