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.
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.
## 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
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
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
## 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.
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.
