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
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.
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.
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
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.
This change reverts all that and leaves it with sensible defaults
across dark and light mode.
## Description
Allows for smaller field sizing in addition to improving our styling
when displaying labels on smaller fields.
This is the minimum currently supported field size until we perform a
more extensive refactor of our current drag and drop system.
## Related Issue
Reported via support channels
## Changes Made
- Updated our minimum size constraints
- Attempted to add a general autosizing component for text and failed
- Updated styling in a bunch of places to use the css `clamp()` method
for dynamic sizing.
## Description
Adds a dialog that will display when a certain field threshold is
reached asking the user if they would like to sign non-critical fields
such as name, date, initials, and email with information that is already
available.
This has not been added to direct templates since we would often not
have all the pre-requisite knowledge since users are mostly anonymous.
Additionally, this has not been added to the embedding view since it may
detract from the experience for some.
Will not prompt the user if there is action authentication on the
document.
See the below demo:
https://github.com/user-attachments/assets/71739b5c-1323-4da9-89fd-a1145c9714d5
## Related Issue
#1281 (Older PR relating to the feature)
## Changes Made
- Added a new auto-sign dialog that will automatically trigger once
certain criteria is met.
## Testing Performed
- Tested that the dialog displays when the threshold is met
- Tested that the dialog is hidden when the threshold is not met
- Tested that the messaging during errors is correct
- Tested that the dialog does not display when 2FA or Passkeys are
required
## 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
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.
Before
After
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced a new font style for signature fields, enhancing visual
distinction.
- Increased text size for signature fields to improve prominence.
- **Bug Fixes**
- Adjusted the text size for signature display on larger screens for
better visual hierarchy.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
It used the wrong property for finding the document's dateFormat in the
`DATE_FORMATS` array.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Improved date format selection in the settings form to ensure accurate
formatting based on value.
- Default timezone now automatically set to the user's local timezone
for better user experience.
- **Bug Fixes**
- Corrected initialization of the timezone field to enhance form
accuracy.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.
A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Release Notes
- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
- Enhanced French translations for improved user interaction.
- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.
- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Mythie <me@lucasjamessmith.me>
Currently this won't always display super well since
our insertion solution isn't amazing but our current
minimum bounds within the UI are a bit large and can be
smaller.
This change makes it smaller and uses container queries to
support dynamically displaying labels based on the container
size.
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.
## Description
Seems like I was overconfident in #1323 and I did not test properly.
Currently, the advanced settings for a field in a **template** is not
pre-filled with the current fieldMeta, although it is correctly
pre-filled in a **draft document** (That's probably where I messed up my
testing).
In this PR, I propose to directly use the fieldMeta provided by the
field prop in `FieldAdvancedSettings`, instead of multiplying tRPCs to
request the fieldMeta while we already have it.
I apologize for the wasted time in reviewing my previous PR which was
only correcting the display of the field label in the template view.
## Testing Performed
- This time, I correctly checked that the advanced settings for a field
is correctly pre-filled both in a document draft and in a template.
- `npm run build` builds correctly.
