Commit Graph

67 Commits

Author SHA1 Message Date
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
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
Lucas Smith c976e747e3 fix: dont flatten forms for templates (#2386)
Templates shouldn't have their form flattened until they're
converted to a document.
2026-01-14 12:06:28 +11:00
Catalin Pit 90fdba8000 feat: get many endpoints (#2226)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2025-12-24 11:02:02 +11:00
David Nguyen b51f562224 feat: add empty emails for envelopes (#2267) 2025-12-06 13:38:10 +11:00
Catalin Pit 0dfa953f54 feat: add external ID to use template (#2264) 2025-12-02 18:53:42 +11:00
Lucas Smith 91642ddf0b fix: add missing properties for template/use (#2234)
Adds the `override` and `attachments` properties to the
`api/v2/templates/use` endpoint that were previously missing.
2025-11-25 11:44:47 +11:00
Lucas Smith 68a3608aee fix: handle bracket notation arrays (#2178)
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2025-11-12 16:38:06 +11:00
David Nguyen d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen d2a009d52e fix: allow direct template recipient dictation (#2108) 2025-11-01 12:44:34 +11:00
Lucas Smith 2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
David Nguyen 7f09ba72f4 feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00
Lucas Smith 3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
Ephraim Duncan 93a3809f6a fix: add maxLength limits to document input fields (#1988) 2025-09-09 17:52:03 +10:00
Catalin Pit 67501b45cf feat: create document in a specific folder (#1965) 2025-08-23 00:12:17 +10:00
Ephraim Duncan 9b01a2318f feat: download document via api v2 (#1918)
adds document download functionality to the API v2, returning
pre-signed S3 URLs that provide secure, time-limited access to document
files similar to what happens in the API v1 download document endpoint.
2025-08-05 12:29:21 +10:00
David Nguyen c48486472a fix: add missing email reply validation (#1934)
## Description

General fixes to the email domain features

Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +10:00
David Nguyen 3409aae411 feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +10:00
Catalin Pit 7a5a9eefe8 feat: upload template via API (#1842)
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
David Nguyen 7487399123 feat: add more api logs (#1870)
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 55c8632620 feat: password reauthentication for documents and recipients (#1827)
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
Catalin Pit 17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
David Nguyen 193325717d fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +10:00
David Nguyen 063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
Lucas Smith f1525991dc feat: dictate next signer (#1719)
Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.

## Related Issue

N/A

## Changes Made

- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
  - Regular signing with dictation enabled
  - Assistant role with dictation
  - Parallel signing flow
  - Disabled dictation state

## Testing Performed

- Added comprehensive e2e tests covering:
  - Sequential signing with dictation
  - Assistant role dictation
  - Parallel signing without dictation
  - Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
2025-03-21 13:27:04 +11:00
Catalin Pit 91ae818213 fix: missing prefillfields property from the api v2 documentation (#1700) 2025-03-12 22:54:58 +11:00
Catalin Pit 422770a8c7 feat: allow fields prefill when generating a document from a template (#1615)
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00
Lucas Smith c9e8a32471 feat: bulk send templates via csv (#1578)
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.
2025-02-13 18:44:29 +11:00
David Nguyen 383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
David Nguyen 74bb230247 fix: add empty success responses (#1600) 2025-01-20 19:47:39 +11:00
David Nguyen 0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
David Nguyen 9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
David Nguyen 901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
David Nguyen ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
Catalin Pit 6fc5e565d0 fix: add document visibility to template (#1566)
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
Lucas Smith 4fab98c633 feat: allow switching document when using templates (#1571)
Adds the ability to upload a custom document when using a template.

This is useful when you have a given fixed template with placeholder
values that you want to decorate with Documenso fields but will then
create a final specialised document when sending it out to a given
recipient.
2025-01-07 16:13:35 +11:00
David Nguyen 74382e21e7 feat: add get recipient route (#1553) 2024-12-26 17:25:14 +11:00
David Nguyen b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
David Nguyen 5df1a6602e fix: refactor search routes (#1529)
Refactor find endpoints to be consistent in terms of input and output.
2024-12-11 19:39:50 +09:00
David Nguyen fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
David Nguyen 98d85b086d feat: add initial api logging (#1494)
Improve API logging and error handling between client and server side.
2024-11-28 16:05:37 +07:00
Catalin Pit 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
David Nguyen f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
Lucas Smith 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
Ephraim Duncan cd3d9b701b fix: external id null for documents created from templates (#1362) 2024-10-08 21:45:16 +11:00
Ephraim Duncan 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
Lucas Smith e5f73452b3 fix: support dynamic external ids for direct templates (#1274)
Adds support for an `externalId` query param to be passed when linking a
user to a direct template. This external id will then be stored on the
document upon signing completion.
2024-08-09 11:06:17 +10:00
aeris a9025b5d97 fix: use native URL parser instead of wrong regex (#1206)
Updates the current regex based approach for validating redirect urls to 
instead use the native URL constructor which is available in browsers and 
Node.js and handles several valid cases that were previously not working.
2024-07-31 15:26:05 +10:00
Mythie ae5ae111a6 chore: update failing tests 2024-07-22 20:52:17 +10:00