Commit Graph

10 Commits

Author SHA1 Message Date
6974a76ed4 chore: fix button styling 2024-04-30 18:47:49 +05:30
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
a5e51e63a1 Merge branch 'main' into custom-text-field 2024-02-24 22:23:17 +11:00
11299d3f92 feat: add custom text to singleplayer 2024-02-17 11:24:47 +00:00
769eaa0ed9 feat: add roles to templates recipients 2024-02-15 07:01:41 +00:00
268a5c6508 fix: swap server-actions for trpc mutations 2023-12-21 17:01:12 +11:00
82da337a56 fix: remove templateToken 2023-12-15 22:07:27 +11:00
1eeb5fb103 fix: tidy code and base on main 2023-12-14 15:28:27 +11:00
31a9127c9e feat: templates 2023-12-14 12:24:56 +11:00