This pull request refactors the filtering logic in the `getTeamCounts`
function within `get-stats.ts` to improve consistency and
maintainability. The main change is the consolidation of multiple filter
conditions into a single `AND` clause, which now includes search
filters, folder filters, and visibility filters. This ensures that all
relevant filters are applied in a unified way for document count
queries.
This PR improves the mobile experience of the document signing page by
implementing a collapsible widget design for the signing form. On mobile
devices, the form now appears as a fixed bottom sheet that can be
expanded/collapsed, while maintaining the sticky sidebar layout on
desktop.
adds document download functionality to the API v2, returning
pre-signed S3 URLs that provide secure, time-limited access to document
files similar to what happens in the API v1 download document endpoint.
The resend document API was not working correctly when filtering
recipients. The query was filtering recipients at the database level,
which could result in an empty recipients array being returned even when
the document had recipients. This prevented the API from properly
identifying which recipients needed reminder emails.
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.
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.
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.
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 -->
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.
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.
## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
## Description
This pull request introduces the functionality to display pending fields
on the document page view. This enhancement allows users to see which
fields are pending and need to be completed.
## Changes Made
- Added `getPendingFieldsForDocument` function in
`packages/lib/server-only/field/get-pending-fields-for-document.ts` to
fetch pending fields for a document.
- Created a new component `DocumentPendingFields` in
`document-pending-fields.tsx` to display the pending fields with options
to hide individual fields.
## Testing Performed
- Tested the new feature by creating documents with pending fields and
verifying their display on the document page view.
- Verified that the pending fields are correctly hidden when the "Hide
field" button is clicked.
- Ran unit tests for the new functionality and existing components to
ensure no regressions.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] 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.
## Additional Notes
No additional notes.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced logic for handling pending and completed document fields
based on signing status.
- **Refactor**
- Replaced `getCompletedFieldsForDocument` with `getFieldsForDocument`.
- Updated `DocumentReadOnlyFields` component to `DocumentPendingFields`.
- **Bug Fixes**
- Improved field retrieval accuracy and display based on recipient
signing status.
- **Style**
- Enhanced UI elements with new icons and button adjustments for better
user interaction.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
Ephraim Duncan
