Commit Graph

744 Commits

Author SHA1 Message Date
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
c161553d1d feat: add disabled property for user (#1546) 2024-12-17 22:35:59 +11:00
2245812f0b fix: document visibility logic (#1521)
Update the logic of document visibility logic and added some tests &
updated some existing ones.
2024-12-16 09:10:40 +02:00
f55808199b feat: make enterprise billing dynamic (#1539) 2024-12-14 13:44:25 +09:00
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
7d201f05d9 fix: admin leaderboard query (#1522)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-12-13 15:50:52 +11:00
4ad46b81c9 fix: prevent hidden layers from being toggled in pdf viewers (#1528)
https://github.com/user-attachments/assets/e10194ca-212b-40ee-b9a1-85ef54829a40

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-12-13 14:19:55 +11:00
5fbed783fc feat: add controls for sending completion emails to document owners (#1534)
Adds a new `ownerDocumentCompleted` to the email settings that controls
whether a document will be sent to the owner upon completion.

This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.

Also adds a flag to the public `sendDocument` endpoint which will adjust
this setting while sendint the document for users who aren't using
`emailSettings` on the `createDocument` endpoint.
2024-12-12 14:24:07 +11:00
161d40cde7 fix: secure passkey cookies (#1533) 2024-12-12 01:16:29 +09:00
76028771b8 fix: add billing leeway (#1532) 2024-12-12 01:10:01 +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
dd162205fa fix: prevent accidental signatures (#1515)
![CleanShot 2024-12-06 at 03 30
39](https://github.com/user-attachments/assets/d47dc820-f19d-43b7-a60d-914fc9ab24b8)

![CleanShot 2024-12-06 at 03 32
34](https://github.com/user-attachments/assets/0db98735-8c91-469b-873c-adb19d0fff7b)
2024-12-08 14:17:58 +11:00
a88ae1cc1e chore: extract translations 2024-12-06 16:11:54 +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
b17370c153 chore: reword some german translations to increase clarity (#1507) 2024-12-05 09:42:10 +11:00
8ec69388a5 fix: add document rejection webhook
Adds the document rejection webhook since it was missing.

Additionally, normalises and standardises the webhook body.
2024-12-04 14:35:20 +11:00
f3da11b3e7 fix: e2e tests failing due to same-site cookies 2024-12-04 14:33:21 +11:00
fc84ee8ec2 fix: use default nextauth logic for secure cookies 2024-12-03 21:35:09 +11:00
2aae7435f8 fix: auth cookies across iframes (#1501) 2024-12-03 15:28:30 +11:00
bdd33bd335 feat: signing volume (#1358)
adds a signing volume and leaderboard section to the admin panel
2024-12-03 11:27:22 +11:00
f27d0f342c fix: putPdfFile to always include file extension 2024-12-02 22:06:53 +11:00
62806298cf fix: wrong signing invitation message (#1497) 2024-12-02 07:47:11 +11:00
b27fd800ed fix: add distribution settings to external api 2024-11-29 14:10:48 +11:00
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
b15e1d6c47 feat: support whitelabelling in the embedding (#1491)
## Description

Adds support for customising the theme and CSS for the embedding
components which is restricted to platform customers and above.

Additionally adds proper support for the platform plan which will let us
update our stripe products.

<img width="1040" alt="image"
src="https://github.com/user-attachments/assets/f694cd1e-ac93-4dc0-9f78-92fa813f6404">
<img width="1015" alt="image"
src="https://github.com/user-attachments/assets/4209972a-b2bd-40c9-9049-0367382a4de5">
<img width="1065" alt="image"
src="https://github.com/user-attachments/assets/fdbaaaa5-a028-4b1d-a58a-ea6224e21abe">


## Related Issue

N/A

## Changes Made

- Added support for using CSS Vars and CSS within the embedding route
- Added a guard for platform and enterprise plans to activate the custom
css
- Added support for the platform plan

## Testing Performed
Yes
2024-11-25 15:47:00 +11:00
1f3a9b578b chore: add translations (#1485)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

## Release Notes

- **New Features**
- Enhanced German, Spanish, French, and Polish translations for various
document management and marketing phrases.

- **Improvements**
- Updated translations for clarity and accuracy across multiple
languages, including user notifications and document actions.
- Added new translation entries to improve user experience and
localization in the Documenso application.

- **Chores**
- Updated revision dates in translation files to reflect recent changes.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2024-11-20 23:00:59 +11:00
83e7a3c222 fix: improve field sizing (#1486)
## 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.
2024-11-20 22:49:30 +11:00
9ef8b1f0c3 feat: automatically sign fields in large documents (#1484)
## 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
2024-11-20 10:59:09 +11:00
57ad7c150b chore: add translations (#1474) 2024-11-18 08:40:25 +11:00
08a446fefd feat: support windows for 2fa tokens (#1478)
## Description

When using 2fa enabled authentication on direct templates we run into an
issue where a 2fa token has been attached to a field but it's submitted
at a later point.

To better facilitate this we have introduced the ability to have a
window of valid tokens.

This won't affect other signing methods since tokens are verified
immediately after they're entered.

## Related Issue

N/A

## Changes Made

- Updated our validate2FAToken method to use a window based approach
rather than the default verify method.

## Testing Performed

- Created a series of tokens and tested upon different intervals and
windows to confirm functionality works as expected.
2024-11-16 09:17:45 +11:00
876803b5db fix: handle team invites being accepted but not added 2024-11-15 13:27:36 +11:00
5398026b80 feat: signature rejection (#1472)
## 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
2024-11-14 21:37:42 +11:00
5a6e031c90 chore: add translations (#1463) 2024-11-12 15:50:22 +07:00
5d7a979baf chore: add translations (#1461) 2024-11-12 13:00:56 +07:00
552825b79e chore: extract translations 2024-11-12 12:37:34 +07:00
786566bae4 fix: certificate translations (#1460)
## Description

Currently certificate translations on production sometimes does not show
the required language.

This could not be replicated when creating certificates on staging
(Browserless.io) and local development (Chromium), which means this fix
ultimately cannot be tested unless on live.

This is an attempt to fix it by isolating the certificate generation
into it's own context, and applying a cookie to define the required
language.

This fix is based on the assumption that there is some sort of error
which pushes the certificate to be generated on the client side, which
ultimately will render in English due to constraints on nextjs.

## Changes Made

- Apply language into cookie instead purely dynamically on SSR
- Minor unrelated fixes

## Testing Performed

Tested to ensure certificates could still be generated
2024-11-12 15:26:14 +11:00
cb23357b42 fix: document url in the command menu search (#1453) 2024-11-12 00:12:15 +07:00
e3b7ec82a3 chore: add translations (#1451) 2024-11-08 23:06:57 +11:00
23a0537648 feat: add global settings for teams (#1391)
## 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.
2024-11-08 22:50:49 +11:00
f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
451723a8ab chore: extract translations 2024-11-08 00:34:25 +09:00
9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
61ea4971ad fix: custom team email subject (#1450)
Fixed issue where custom email subjects for teams were being ignored.
2024-11-06 22:16:31 +09:00
ffc61af904 chore: extract translations 2024-11-06 22:03:51 +09:00
efbe94aea8 feat: add signing link copy (#1449) 2024-11-06 21:34:06 +09:00