Commit Graph

225 Commits

Author SHA1 Message Date
David Nguyen 8d97f1dcfa fix: resolve error flash on page refresh (#2606) 2026-03-13 12:37:30 +11:00
David Nguyen e67e19358a fix: add hipaa flag (#2603) 2026-03-13 12:06:10 +11:00
Joshua Sharp 4751c9cecc fix: template description overflow (#2605) 2026-03-12 18:15:21 +11:00
Lucas Smith af346b179c feat: add recipient role editing and audit log PDF download in admin (#2594)
- Allow admins to update recipient role from document detail page
- Add download button to export audit logs as PDF
- Display recipient status details in accordion
- Add LocalTime component with hover popover for timestamps
2026-03-10 21:41:46 +11:00
Lucas Smith cc71c7d9ba fix: add cmaps (#2588) 2026-03-09 14:07:13 +11:00
Lucas Smith f82bf97480 fix: only use embed hash name/email as fallback when recipient values are blank (#2586)
For document signing embeds, the hash-provided name and email should
only
be used when the recipient doesn't already have values set. For template
signing, the hash values are always allowed.

Also makes the email input editable in V1 embeds when the recipient has
no email, matching V2 behavior.

Ref: documenso/embeds#53
2026-03-09 13:30:27 +11:00
David Nguyen ef57c8448a fix: dropdown fields (#2584) 2026-03-09 12:19:20 +11:00
Catalin Pit da7b5d12f8 fix: make signing page left-hand sidebar collapsible (#2541) 2026-03-09 11:45:28 +11:00
Catalin Pit c4754553c9 feat: implement template search functionality (#2376)
- Added  function to handle template searches based on user input
- Introduced in the TRPC router to facilitate authenticated template
searches
- Updated to include template search results alongside document search
results
- Enhanced query handling by enabling searches only when the input is
valid
- Created corresponding Zod schemas for request and response validation
in
2026-03-09 10:44:51 +11:00
David Nguyen 6c8726b58c fix: performance improvements (#2581) 2026-03-09 10:22:57 +11:00
David Nguyen 7ea664214a feat: add embedded envelopes (#2564)
## Description

Add envelopes V2 embedded support

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-06 14:11:27 +11:00
Konrad c63b4ca3cc fix(i18n): mark dropdown and radio placeholder for translation (#2537) 2026-03-06 13:05:03 +11:00
David Nguyen 6faa01d384 feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Konrad 525dd92a56 fix(i18n): mark SUBSCRIPTION_STATUS_MAP for translation (#2515) 2026-03-05 14:42:40 +11:00
Konrad dfbf68e4cd fix(i18n): mark editor field number form placeholder for translation (#2536) 2026-03-05 14:31:24 +11:00
Lucas Smith 7d3a56a006 feat: add admin ability to move subscription between orgs (#2558)
## Summary

- Adds a new admin action to move a subscription (and Stripe customerId)
from one organisation to another owned by the same user
- The target organisation must be on the free plan (no active
subscription) — enforces paid → free only
- The source organisation's claim is reset to the free plan after the
move

## How it works

A "Move Subscription" option appears in the actions dropdown of the
organisations table (on the admin user detail page) for any org with an
active or past-due subscription. Clicking it opens a dialog where the
admin selects a target org from a filtered list of eligible (free-plan)
orgs owned by the same user.

The backend performs the swap atomically in a single Prisma transaction:
1. Deletes any stale inactive subscription on the target org
2. Moves the `customerId` from source to target org
3. Reassigns the `Subscription` record to the target org
4. Copies claim entitlements to the target org
5. Resets the source org's claim to FREE

No Stripe API calls are made — the Stripe subscription and customer
remain unchanged; only the DB-level org association is updated.

## Files changed

- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.types.ts`
— Zod schemas
- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.ts` —
Admin mutation
- **New:**
`apps/remix/app/components/dialogs/admin-swap-subscription-dialog.tsx` —
Dialog component
- **Modified:** `packages/trpc/server/admin-router/router.ts` — Register
route
- **Modified:**
`apps/remix/app/components/tables/admin-organisations-table.tsx` — Add
action menu item
2026-03-04 22:34:53 +11:00
Konrad 92d82c0423 fix(i18n): mark supported languages for translation (#2377) 2026-02-26 12:06:18 +11:00
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
Konrad 29622d3151 fix(i18n): mark strings inside div for translation (#2514) 2026-02-18 13:50:42 +11:00
Lucas Smith 5de2527e54 fix: v2 embed direct templates not reading email/lockEmail from hash params (#2509) 2026-02-18 13:35:04 +11:00
McMek590 cf8e21bf35 fix: create full sentences for document-signing-auth files (#2451) 2026-02-16 13:30:36 +11:00
Jahangir Babar 3f7c4df1b1 fix: strip diacritics from team URL slug generation (#2489) 2026-02-16 12:36:14 +11:00
Konrad ca199e7885 fix(i18n): mark span strings for translation (#2494) 2026-02-16 12:07:53 +11:00
Konrad 34f14ba69a fix(i18n): mark tabs trigger strings for translation (#2496) 2026-02-16 11:57:44 +11:00
Konrad 51916cd3f0 fix(i18n): mark DialogTitle string for translation (#2497) 2026-02-16 11:57:23 +11:00
Konrad f158305499 fix(i18n): mark paragraph strings for translation (#2498) 2026-02-16 11:57:03 +11:00
David Nguyen 066e6bc847 fix: envelope editor flush race condition (#2482)
## Description

Fixes a race condition in the envelope editor when opening "Send
Document" immediately after moving/resizing a selected field

Replication
1. Move or resize a field (do not blur the selector/quickbar that
appears when a field is selected)
2. Directly click the "Send Document" dialog
3. Error appears

Note: Step 2 needs to happen relatively fast after step 1 since this is
a race against the flush debouncer

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-02-12 16:32:26 +11:00
Catalin Pit f1c91c4951 fix: bulk actions improvements (#2440) 2026-02-10 20:13:03 +11:00
Lucas Smith a5ef1d23e6 feat: add team memberships section to admin user detail page (#2457) 2026-02-09 17:35:22 +11:00
Konrad da89ce7c9a fix(i18n): add localization context to dialog messages (#2452) 2026-02-09 10:52:50 +11:00
Konrad 39ebc8184a fix(i18n): add pluralization to envelopes-bulk-delete-dialog.tsx (#2428) 2026-01-30 12:43:27 +11:00
Konrad 2df41b9f01 feat(ui): rename sign up button for better clarity (#2427) 2026-01-30 12:30:33 +11:00
Catalin Pit 25e148d459 feat: update team member creation dialog with invite functionality (#2366) 2026-01-29 15:15:06 +11:00
David Nguyen 97ceb317a8 fix: license banner not correctly showing (#2432) 2026-01-29 15:09:23 +11:00
David Nguyen a4d0e3e873 fix: resolve safari cert download issues (#2430) 2026-01-29 14:08:07 +11:00
Catalin Pit 59a514c238 feat: allow non-team members as default recipients (#2404) 2026-01-29 13:32:18 +11:00
David Nguyen 1b0df2d082 feat: add license integration (#2346)
Changes:
- Adds integration for the license server.
- Prevent adding flags that the instance is not allowed to add
2026-01-29 13:30:48 +11:00
Konrad d77f81163b fix(i18n): mark missing strings for translation in card components (#2308) 2026-01-29 12:22:07 +11:00
Catalin Pit 155310b028 feat: add bulk document selection and move functionality (#2387)
This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
2026-01-28 18:27:32 +11:00
Lucas Smith 0a3e0b8727 feat: validate signers have signature fields before distribution (#2411)
API users were inadvertently sending documents without signature fields,
causing confusion for recipients and breaking their signing flows.

- Add getRecipientsWithMissingFields helper in recipients.ts
- Add server-side validation in sendDocument to block distribution
- Fix v1 API to return 400 instead of 500 for validation errors
- Consolidate UI signature field checks to use isSignatureFieldType
- Add E2E tests for both v1 and v2 APIs
2026-01-26 15:22:12 +11:00
Ephraim Duncan ed7a0011c7 fix: sync envelope state after direct link changes (#2257) 2026-01-21 14:43:24 +11:00
Lucas Smith fabd69bd62 build: upgrade simplewebauthn packages from v9 to v13 (#2389)
The v9 packages are deprecated. This updates to v13 which includes
breaking API changes: optionsJSON wrapper for auth functions,
renamed properties (authenticator→credential), and base64 encoding
for credential IDs via isoBase64URL helper.
2026-01-15 14:22:37 +11:00
Catalin Pit bb3e9583e4 feat: add default recipients for teams and orgs (#2248) 2026-01-13 20:32:00 +11:00
Lucas Smith cef7987a72 feat: add audit logs to document details page (#2379)
- Add collapsible audit logs section with paginated table
- Add View JSON button to inspect raw audit log entries
- Display legacy document ID and recipient roles
- Add admin TRPC endpoint for fetching audit logs
- Add database index on envelopeId for DocumentAuditLog table

<img width="887" height="724" alt="image"
src="https://github.com/user-attachments/assets/aeb904c9-515f-49e1-9f8f-513aef455678"
/>
2026-01-13 14:18:10 +11:00
Catalin Pit 2f27304750 refactor: simplify field dialog component (#2369) 2026-01-13 12:38:10 +11:00
Konrad 912530ca17 fix: mark document visibility options for translation (#2330) 2026-01-12 10:17:03 +11:00
Lucas Smith ae4272a6b6 fix: remove logo from embedded signing v2 page (#2361) 2026-01-06 15:10:58 +11:00
Dylan Tarre fd672943d1 fix: replace hardcoded #7AC455 with text-documenso-700 token (#2358)
Standardizes navigation link colors by replacing hardcoded `#7AC455` hex
values with the existing `text-documenso-700` design token.
2026-01-06 14:58:45 +11:00
David Nguyen c2ea5e5859 fix: migrate certificate generation (#2251)
Generate certificates and audit logs using Konva instead of browserless.

This should:
- Reduce the changes of generations failing
- Improve sealing speed
2026-01-06 14:26:19 +11:00
Catalin Pit ef407cb0b4 refactor: simplify form validation and enhance recipient handling (#2317) 2026-01-02 13:16:45 +11:00