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
Refactor the current date formatting system to utilize Lingui.
## Changes Made
- Remove redundant `LocaleData` component with Lingui dates
## Important notes
For the internal pages for certificates, default to en-US to format any
dates.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
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## Summary by CodeRabbit
- **New Features**
- Enhanced internationalization support across various components by
utilizing the `i18n` object for date formatting.
- Streamlined locale management by removing cookie-based language
handling and adopting a more centralized approach.
- **Bug Fixes**
- Improved date formatting consistency by replacing the `LocaleDate`
component with direct calls to `i18n.date()` in multiple components.
- **Documentation**
- Updated localization strings in the `web.po` files to reflect recent
changes in the source code structure.
- **Chores**
- Minor formatting adjustments and code organization improvements across
various files to enhance readability and maintainability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: github-actions <github-actions@documenso.com>
Previously dialogs would be closed upon refocusing the browser tab due to router refetches occuring which would cause data-table columns to re-render. This is now resolved by extracting the column definitions outside of the returning render and into a memo hook.
Previously, it wasn't possible to download an audit log of a document
uploaded by another user because the function used the ID of the user
making the request to retrieve the document. However, the document
uploaded by another user has that user's ID, not the ID of the user
making the request.
## Description
Adds the external ID column to documents and templates with an option to
configure it in the API or UI.
External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
## 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
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## 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>
## Description
General enhancements for templates.
## Changes Made
Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents
Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates
## Testing Performed
Added E2E tests for templates and creating documents from templates
## Description
Added the ability for recipients to see fields from other recipients who
have completed the document when they are signing the document
Added the ability for the document owner to see fields from recipients
who have completed the field on the document page view (only visible
when the document is pending)
## 🚨🚨 Migrations🚨🚨
- Drop all `Fields` that do not have a `Recipient` set (not sure how it
was possible in the first place)
- Remove optional `Recipient` field on `Field` which doesn't make sense
<!-- This is an auto-generated comment: release notes by coderabbit.ai
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## Summary by CodeRabbit
## Summary by CodeRabbit
- **New Features**
- Enhanced document viewing by adding read-only fields based on document
status.
- Improved signing page by fetching and displaying completed fields for
tokens.
- Updated avatar component to show recipient status with tooltips for
better user interaction.
- **Bug Fixes**
- Made `recipientId` a required field in the database to ensure data
consistency.
- **Refactor**
- Optimized popover functionality in UI components for better
performance and user experience.
- **Documentation**
- Added detailed component and function descriptions for new features in
the system.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.
## Changes Made
- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents
- Remove ability to copy signing tokens unless document is pending
<!-- This is an auto-generated comment: release notes by coderabbit.ai
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## Summary by CodeRabbit
- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.
- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
General UI updates
## Changes Made
- Add consistent spacing between document edit/view/log pages
- Add document status to document audit log page
- Update document loading page to reserve space for the document status
below the title
- Update the document audit log page to show full dates in the correct
locale
## Description
Currently if you try to load the document edit page when fields need to
be rendered, you will not be able to see the fields until you proceed to
the next step.
This is because the fields require the document PDF to be loaded prior
to rendering them.
This PR resolves that issue by only rendering the fields after the PDF
is loaded.
## Changes Made
- Add a state to track whether the PDF is loaded
- Render the fields only after the PDF is loaded
## Testing Performed
Tested document flow manually and the fields are rendered correctly on
load.
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have updated the documentation to reflect these changes, if
applicable.
## Description
**Fixes issues with mismatching state between document steps.**
For example, editing a recipient and proceeding to the next step may not
display the updated recipient. And going back will display the old
recipient instead of the updated values.
**This PR also improves mutation and query speeds by adding logic to
bypass query invalidation.**
```ts
export const trpc = createTRPCReact<AppRouter>({
unstable_overrides: {
useMutation: {
async onSuccess(opts) {
await opts.originalFn();
// This forces mutations to wait for all the queries on the page to reload, and in
// this case one of the queries is `searchDocument` for the command overlay, which
// on average takes ~500ms. This means that every single mutation must wait for this.
await opts.queryClient.invalidateQueries();
},
},
},
});
```
I've added workarounds to allow us to bypass things such as batching and
invalidating queries. But I think we should instead remove this and
update all the mutations where a query is required for a more optimised
system.
## Example benchmarks
Using stg-app vs this preview there's an average 50% speed increase
across mutations.
**Set signer step:**
Average old speed: ~1100ms
Average new speed: ~550ms
**Set recipient step:**
Average old speed: ~1200ms
Average new speed: ~600ms
**Set fields step:**
Average old speed: ~1200ms
Average new speed: ~600ms
## Related Issue
This will resolve#470
## Changes Made
- Added ability to skip batch queries
- Added a state to store the required document data.
- Refetch the data between steps if/when required
- Optimise mutations and queries
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have followed the project's coding style guidelines.
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
## Description
Add support for teams which will allow users to collaborate on
documents.
Teams features allows users to:
- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents
These changes do NOT include the following, which are planned for a
future release:
- Team templates
- Team API
- Search menu integration
## Testing Performed
- Added E2E tests for general team management
- Added E2E tests to validate document counts
## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [X] I have followed the project's coding style guidelines.
