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.
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
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.
This change reverts all that and leaves it with sensible defaults
across dark and light mode.
## 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>
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.
## 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
Add additional information for each role to help document owners
understand what each role involves.
## Changes Made
## 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>
## 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 -->
## 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 -->
## 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.
## 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
## 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.
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.
- 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
