## 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:**
This PR updates and adds a new action to assign `status: assigned` label
---------
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
## Description
Update the template flow to allow for entering recipient placeholder
emails and names
## Changes Made
- General refactoring
- Added advanced recipient settings for future usage
## Description
Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.
This PR disables uploading any documents that cannot be loaded as a
temporary measure.
**Note**
This is a client side only check
## Changes Made
- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong
## Description
Currently users who sign in via Google SSO do not get assigned a Stripe
customer account.
This enforces the Stripe customer requirement on sign in.
There might be a better place to put this so it's open to any
suggestions.
## Description
Improves the sealing process by being strict on how long certificate
generation can take, opting to fail generation and continue sealing.
Also changes the ordering of sealing so an error in the process won't
also cause a document to be "COMPLETED" since it hasn't been
cryptographically sealed yet.
The downside to this change is that documents that fail during sealing
will require manual intervention as a signer or owner won't be able to
*complete* the document.
## Testing Performed
- Modified code to force specific failure modes to occur and verified
that documents were either gracefully sealed without a certificate or
not sealed and not completed.
Improves the sealing process by being strict on how
long certificate generation can take, opting to fail
generation and continue sealing.
Also changes the ordering of sealing so an error in the
process won't also cause a document to be "COMPLETED"
since it hasn't been cryptographically sealed yet.
The downside to this change is that documents that fail
during sealing will require manual intervention as a signer
or owner won't be able to *complete* the document.
## Description
Currently deleting a pending document where you are a recipient off will
delete the document, but will also throw an error.
This is due to the recipient being updated after the document deleted,
which is only supposed to happen for completed documents.
## Description
Automatically marks the document as completed if all the recipients are
CC.
## Changes Made
Added an if statement in the last form step (`onAddSubjectFormSubmit`)
that checks if all the recipients are CC. If so, the document status is
updated to `COMPLETED`.
## Testing Performed
Tested the changes and they work as expected.
## 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.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Enhanced document sending logic to update document status based on
recipient roles.
- **Bug Fixes**
- Removed redundant form submission handling in the document editing
feature.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
