Commit Graph

39 Commits

Author SHA1 Message Date
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
ddee8a8272 feat: allow editing pending documents (#1346)
## Description

Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.

A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document

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

## Release Notes

- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
  - Enhanced French translations for improved user interaction.

- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.

- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-09-20 13:58:21 +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
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
c21e30d689 chore: tidy code 2024-05-28 02:45:57 +00:00
98672560ca chore: update self signer logic
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-05-08 17:02:01 +05:30
5e3f55c616 Merge branch 'main' of https://github.com/documenso/documenso into feat/start-selfSign 2024-05-08 15:34:18 +05:30
e50ccca766 fix: allow template recipients to be filled (#1148)
## 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
2024-05-07 17:22:24 +07:00
6df525b670 feat: updated signer logic
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-30 12:05:42 +05:30
db9e605031 chore: fix lint issues
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-30 01:32:58 +05:30
bde0f5893f feat: update add self signer logic 2024-04-29 17:49:50 +05:30
6b5750c7bf chore: revert previous changes 2024-04-29 17:48:00 +05:30
917c83fc5f chore: refactor removal logic 2024-04-29 17:30:01 +05:30
e82e402540 feat: remove the existing empty signer if its the only one 2024-04-29 17:10:56 +05:30
4de122f814 fix: hide account action reauth 2024-04-24 20:07:38 +07:00
bd40e63392 fix: update document deletion logic (#1100) 2024-04-19 17:37:38 +07:00
3d3c53db02 feat: add extra info for recipient roles (#1105)
## Description

Add additional information for each role to help document owners
understand what each role involves.

## Changes Made

![CleanShot 2024-04-16 at 10 24
19](https://github.com/documenso/documenso/assets/25515812/bac6cd7d-fbe2-4987-ac17-de08db882eda)
![CleanShot 2024-04-16 at 10 24
27](https://github.com/documenso/documenso/assets/25515812/1bd23021-e971-451a-8e36-df5db57687f7)
![CleanShot 2024-04-16 at 10 24
35](https://github.com/documenso/documenso/assets/25515812/e658e86e-7fa1-4a40-9ed9-317964388e61)

## Testing Performed

Tested the changes locally.

## 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**
- Updated recipient role terminology and added tooltips in the
`AddSignersFormPartial` component:
		- "Signer" changed to "Needs to sign" with tooltip
		- "Receives copy" changed to "Needs to approve" with tooltip
		- "Approver" changed to "Needs to view" with tooltip
		- "Viewer" changed to "Receives copy" with tooltip
- Enhanced select dropdown options with icons and tooltips for different
recipient roles in the `AddTemplatePlaceholderRecipients` component.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
2024-04-17 19:36:54 +07:00
0eeccfd643 feat: add myself as signer (#1091)
## Description

This PR introduces the ability to add oneself as a signer by simply
clicking a button, rather than filling the details manually.

### "Add Myself" in the document creation flow


https://github.com/documenso/documenso/assets/25515812/0de762e3-563a-491f-a742-9078bf1d627d

### "Add Myself" in the document template creation flow


https://github.com/documenso/documenso/assets/25515812/775bae01-3f5a-4b24-abbf-a47b14ec594a


## Related Issue

Addresses
[#113](https://github.com/documenso/backlog-internal/issues/113)

## Changes Made

Added a new button that grabs the details of the logged-in user and
fills the fields *(email, name, and role)* automatically when clicked.

## Testing Performed

Tested the changes locally through the UI.

## Checklist

- [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**
- Introduced the ability for users to add themselves as signers within
documents seamlessly.
- **Enhancements**
- Improved form handling logic to accommodate new self-signer
functionality.
- Enhanced user interface elements to support the addition of self as a
signer, including a new "Add myself" button and disabling input fields
during the process.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-16 15:18:06 +07:00
d4a7eb299e chore: add 2FA reauth docs (#1076)
## Description

Update the tooltips to show documentation for 2FA
2024-04-04 20:18:55 +07:00
cbe6270494 feat: add passkey and 2FA document action auth options (#1065)
## Description

Add the following document action auth options:
- 2FA
- Passkey

If the user does not have the required auth setup, we onboard them
directly.

## Changes made

Note: Added secondaryId to the VerificationToken schema

## Testing Performed

Tested locally, pending preview tests

## 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 followed the project's coding style guidelines.

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

## Summary by CodeRabbit

- **New Features**
- Introduced components for 2FA, account, and passkey authentication
during document signing.
- Added "Require passkey" option to document settings and signer
authentication settings.
- Enhanced form submission and loading states for improved user
experience.
- **Refactor**
- Optimized authentication components to efficiently support multiple
authentication methods.
- **Chores**
- Updated and renamed functions and components for clarity and
consistency across the authentication system.
- Refined sorting options and database schema to support new
authentication features.
- **Bug Fixes**
- Adjusted SignInForm to verify browser support for WebAuthn before
proceeding.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-03-31 15:49:12 +08:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
038370012f fix: render fields on document load (#1054)
## 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.
2024-03-27 14:10:29 +08:00
6d754acfcd fix: disable edit signer inputs (#1035)
## Description

Update the add signer form to disable the signers when required.

I assume the actual issue is that `{...field}` was spreading a disabled
prop which was overriding our one.

## Changes Made

- Use fieldset to disable inputs
- Manually disable select since fieldset doesn't work for that select
for some reason
2024-03-18 19:59:39 +08:00
769eaa0ed9 feat: add roles to templates recipients 2024-02-15 07:01:41 +00:00
8641884515 fix: recipients with CC role not being editable (#918)
## Description

Fixed issue where setting a recipient role as CC will prevent any
further changes as it is considered as "sent" and "signed".

## Other changes

- Prevent editing document after completed
- Removed CC and Viewers from the field recipient list since they will
never be filled
- Minor UI issues

## 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 followed the project's coding style guidelines.
2024-02-09 12:37:17 +11:00
7ece6ef239 feat: add recipient roles (#716)
Fixes #705

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-02-02 10:45:02 +11:00
f8125aec54 feat: show fields on other sections 2024-01-30 00:09:22 +00:00
1a34f9fa7a fix: import updates and api route body sizes 2023-12-07 15:08:00 +11:00
340c929806 refactor: edit doc 2023-12-03 11:36:18 -05:00
40a4ec4436 refactor: useContext & remove enum 2023-12-03 01:15:59 -05:00
a98b429052 feat: stepper refactor example 2023-12-02 22:42:59 -05:00
adc97802ea feat: add/update title of the document (#663) 2023-11-28 14:56:50 +11:00
803ab7a7da fix: hiding of action buttons (#460)
* chore: fix hiding of action buttons
2023-11-06 13:02:21 +11:00
b0bf69450a fix: limit recipients 2023-11-06 13:02:20 +11:00
a622fd402f fix: add hack for root zod validation with hook form 2023-11-06 13:01:46 +11:00
3afc35c40c feat: universal upload
Implementation of a universal upload allowing for multiple storage backends
starting with `database` and `s3`.

Allows clients to put and retrieve files from either client or server using
a blend of client and server actions.
2023-11-06 13:01:13 +11:00
7811035384 feat: promise safety with eslint 2023-11-06 13:01:11 +11:00
215eaebc1a feat: update document flow
- Fixed z-index when dragging pre-existing fields
- Refactored document flow
- Added button spinner
- Added animation for document flow slider
- Updated drag and drop fields
- Updated document flow so it adjusts to the height of the PDF
- Updated claim plan dialog
2023-11-06 13:01:10 +11:00
a0abf56833 refactor: extract common components into UI package 2023-11-06 13:01:10 +11:00