Commit Graph

52 Commits

Author SHA1 Message Date
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
6474b4a524 fix: add preferred team middleware 2025-02-26 19:42:42 +11:00
7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00
01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +11:00
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
1ed1cb0773 chore: refactor sessions 2025-02-16 00:44:01 +11:00
e518985833 fix: migrate 2fa to custom auth 2025-02-14 22:00:55 +11:00
7379391f92 fix: migrate translations 2025-02-13 20:24:27 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
4085151f80 fix: merge common and web po files (#1563) 2024-12-31 17:20:58 +11:00
41218e2585 chore: extract translations 2024-12-26 22:08:52 +11:00
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
bdd33bd335 feat: signing volume (#1358)
adds a signing volume and leaderboard section to the admin panel
2024-12-03 11:27:22 +11:00
b27fd800ed fix: add distribution settings to external api 2024-11-29 14:10:48 +11:00
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
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
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
552825b79e chore: extract translations 2024-11-12 12:37:34 +07:00
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
451723a8ab chore: extract translations 2024-11-08 00:34:25 +09:00
ffc61af904 chore: extract translations 2024-11-06 22:03:51 +09:00
a50c758b07 chore: extract translations 2024-11-05 18:26:09 +09:00
011dabcc04 chore: extract translations 2024-11-05 17:37:05 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## 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
2024-11-05 11:52:54 +11:00
378e515843 chore: extract translations 2024-11-01 12:56:07 +09:00
88eaec91c9 chore: extract translations 2024-11-01 11:27:09 +09:00
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
634b30aa54 fix: signature flickering during embed 2024-10-30 14:36:35 +11:00
e30ceeb038 style: update common.po (#1402)
Update translations
2024-10-28 11:26:12 +09:00
1a9dcadba5 feat: add typed signature (#1357)
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.

![CleanShot 2024-09-30 at 14 57
54](https://github.com/user-attachments/assets/c388abb5-bcb1-49d0-aad8-9148c3020420)
2024-10-18 14:25:19 +11:00
2c1a18bafc fix: stacked avatar colors (#1361) 2024-10-09 12:25:56 +11:00
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
404ca3202f chore: update action auth 2024-09-19 13:45:39 +10:00
e76f732990 fix: completed signing page layout (#1349) 2024-09-18 10:54:00 +10:00
7644c0d855 feat: support smaller field bounds (#1344)
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.
2024-09-17 00:29:42 +10:00
fa6453e811 feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
3d644db286 feat: signing order (#1290)
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.
2024-09-16 22:36:45 +10:00
357bdd374f feat: add language switcher (#1337)
## Description

Web changes:

- Enabled i18n for web
- Add option to change language in command menu
- Add option to change language in menu-switcher

Web and marketing changes:

- Stop setting 'en' preference into cookie if the user's language is not
supported
- Dropped middleware changes
- Rotated cookie from 'i18n' to 'language'

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced a language switcher in the footer for improved language
selection.
	- Added dynamic language change functionality in the command menu.
- Implemented a dropdown menu item for quick access to the language
switcher.

- **Bug Fixes**
- Resolved issues related to language change notifications and state
management.

- **Translations**
- Added new translation entries for improved language support, including
"Search languages..." in English and German.
	- Updated existing translations to enhance clarity and accuracy.

- **Chores**
	- Simplified internationalization handling in middleware.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-11 13:22:43 +10:00
e81023f8d4 fix: refactor dates (#1321)
## 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
-->
## 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>
2024-09-10 12:38:08 +10:00
a1a8a174bf feat: embed signing experience (#1322) 2024-09-04 23:13:00 +10:00
9e714d607e feat: disable 2fa with backup codes (#1314)
Allow disabling two-factor authentication (2FA) by using either their
authenticator app (TOTP) or a backup code.
2024-08-29 11:00:57 +10:00
15efc6c36d fix: broken pages by translation tags (#1312) 2024-08-28 17:58:56 +10:00
dfa89ffe44 fix: make invite and confirmations long lived (#1309)
Previously we would delete all invites and confirmation tokens upon
completing the action that they represent.

This change instead adds a flag on each token indicating whether it has
been completed so we can action a
completed token differently in the UI to reduce confusion for users.

This had been brought up a number of times where confirmation emails,
team member invites and other items
may have been actioned and forgotten about causing an error toast/page
upon subsequent revisit.
2024-08-28 14:08:35 +10:00
38a4b0f299 fix: dialog close on refresh (#1135)
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.
2024-08-27 23:13:52 +10:00