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
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
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
## [AFTER] Field UI Signing
## [BEFORE] Signing a checkbox
## [AFTER] Signing a checkbox
## [BEFORE] What a 2nd recipient sees once someone else signed a
document
## [AFTER] What a 2nd recipient sees once someone else signed a document
## **[BEFORE]** Inserting fields
## **[AFTER]** Inserting fields
## 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
This is center aligned fields, the max width is the closest edge to the
page * 2
This is right aligned text, the width will extend all the way to the
left hand side of the page
### Multiline line overflows and field alignments
These are text fields that can be overflowed
Another example of left aligned text overflows with more text
2025-04-23 21:40:42 +10:00
435b3ca4f8
chore: remove legacy document update route ( #1751 )
...
Remove deprecated route
2025-04-17 16:36:10 +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
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
## Tests
- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
063fd32f18
feat: add signature configurations ( #1710 )
...
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded
**Tabbed style signature dialog**
**Document settings**
**Team preferences**
- 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
91ae818213
fix: missing prefillfields property from the api v2 documentation ( #1700 )
2025-03-12 22:54:58 +11:00
63d990ce8d
fix: optional fields in embeds ( #1691 )
2025-03-09 14:41:17 +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
596d30e2e5
fix: remove lazy pdf loader
2025-02-26 21:48:06 +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
5fc724b247
fix: rework sessions
2025-02-17 22:46:36 +11:00
1ed1cb0773
chore: refactor sessions
2025-02-16 00:44:01 +11:00
e518985833
fix: migrate 2fa to custom auth
2025-02-14 22:00:55 +11:00
92db4d68db
fix: cleanup env variables
2025-02-13 20:56:44 +11:00
c9e8a32471
feat: bulk send templates via csv ( #1578 )
...
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.
2025-02-13 18:44:29 +11:00
383b5f78f0
feat: migrate nextjs to rr7
2025-02-13 14:10:38 +11:00
74bb230247
fix: add empty success responses ( #1600 )
2025-01-20 19:47:39 +11:00
a28cdf437b
feat: add get field endpoints ( #1599 )
2025-01-20 15:53:12 +11:00
9de3a32ceb
fix: pass team id to vanilla trpc client
2025-01-20 09:30:36 +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
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
ebbe922982
feat: add template and field endpoints ( #1572 )
2025-01-11 15:33:20 +11:00
6fc5e565d0
fix: add document visibility to template ( #1566 )
...
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
4fab98c633
feat: allow switching document when using templates ( #1571 )
...
Adds the ability to upload a custom document when using a template.
This is useful when you have a given fixed template with placeholder
values that you want to decorate with Documenso fields but will then
create a final specialised document when sending it out to a given
recipient.
2025-01-07 16:13:35 +11:00
cfe7b3a51f
fix: remove marketing ( #1562 )
2024-12-31 15:45:22 +11:00
22fd1b5be1
fix: default to user timezone ( #1559 )
...
Passes the timezone of the user uploading the document/template via the
UI to the server.
If the user uploads a document/template via the API and doesn't set a
timezone, it defaults to `Etc/UTC`.
2024-12-31 10:27:24 +11:00
df33fbf91b
feat: admin ui for disabling users ( #1547 )
2024-12-30 14:45:33 +11:00
39b1c5bbec
feat: additional valid password ( #1456 )
2024-12-27 16:02:45 +11:00
74382e21e7
feat: add get recipient route ( #1553 )
2024-12-26 17:25:14 +11:00
22c9fb777b
fix: perf improvements
2024-12-18 15:01:57 +11:00
390a317bd3
fix: normalize pdf on the server
2024-12-18 08:14:14 +11:00
b4a7f1887d
feat: add trpc openapi ( #1535 )
2024-12-14 01:23:35 +09:00
161d40cde7
fix: secure passkey cookies ( #1533 )
2024-12-12 01:16:29 +09:00
5df1a6602e
fix: refactor search routes ( #1529 )
...
Refactor find endpoints to be consistent in terms of input and output.
2024-12-11 19:39:50 +09:00
fae9c0ca24
fix: refactor routers ( #1523 )
2024-12-10 16:11:20 +09:00
904948e2bc
fix: refactor trpc errors ( #1511 )
2024-12-06 16:01:24 +09:00
9f45fe62e4
fix: refactor teams router ( #1500 )
2024-12-05 22:14:47 +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
ab654a63d8
chore: enable typed signature by default ( #1436 )
...
Enable typed signature by default and also add the option to set a typed
signature in the profile page.
2024-11-26 21:03:44 +11:00
fa33f83696
feat: download doc without signing certificate ( #1477 )
...
## 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.
2024-11-25 15:47:26 +11:00
