Commit Graph

787 Commits

Author SHA1 Message Date
7d9a3f9776 fix: assistant mode breaks for number fields 2025-02-04 07:59:41 +11:00
25a3861c91 fix: add css targets for embeds 2025-02-03 09:58:40 +11:00
339759166c fix: temp field label/text truncation (#1565)
TEMP: Fix the truncation of the field label/text.
2025-02-01 14:35:19 +11:00
637e06f9c0 fix: unable to check on the checkbox field (#1593)
This change prevents race conditions between state updates and API
operations by updating local state immediately before making async
calls.
2025-02-01 14:34:42 +11:00
332e0657e0 feat: assistant role (#1588)
## Description

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.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00
41373a7c6f fix: improve move to team display logic 2025-01-31 11:33:08 +11:00
bcef84787d 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.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550
2025-01-28 15:33:32 +11:00
c6fb101a99 fix: admin leaderboard query sorting (#1548) 2025-01-28 13:05:40 +11:00
2984af769c feat: add text align option to fields (#1610)
## Description

Adds the ability to align text to the left, center or right for relevant
fields.

Previously text was always centered which can be less desirable.

See attached debug document which has left, center and right text
alignments set for fields.

<img width="614" alt="image"
src="https://github.com/user-attachments/assets/361a030e-813d-458b-9c7a-ff4c9fa5e33c"
/>


## Related Issue

N/A

## Changes Made

- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion

## Testing Performed

- Ran manual tests using the debug mode
2025-01-28 12:29:38 +11:00
54ea96391a fix: correct redirect after document duplication (#1595) 2025-01-23 16:34:22 +11:00
7e31323faa fix: add team context to more vanilla client usages 2025-01-20 15:53:28 +11:00
9de3a32ceb fix: pass team id to vanilla trpc client 2025-01-20 09:30:36 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
6fc5e565d0 fix: add document visibility to template (#1566)
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
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
9d83bda12c fix: standardise checkboxes
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.
2024-12-31 11:55:49 +11:00
22fd1b5be1 fix: default to user timezone (#1559)
Passes the timezone of the user uploading the document/template via the
UI to the server.

If the user uploads a document/template via the API and doesn't set a
timezone, it defaults to `Etc/UTC`.
2024-12-31 10:27:24 +11:00
df33fbf91b feat: admin ui for disabling users (#1547) 2024-12-30 14:45:33 +11:00
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
39b1c5bbec feat: additional valid password (#1456) 2024-12-27 16:02:45 +11:00
8a7ec7e982 fix: billing page formatting (#1554) 2024-12-26 17:20:08 +11:00
fc1f76b543 fix: checkbox logic (#1537)
## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [ ] 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.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
2024-12-23 12:06:47 +02:00
c161553d1d feat: add disabled property for user (#1546) 2024-12-17 22:35:59 +11:00
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
7d201f05d9 fix: admin leaderboard query (#1522)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-12-13 15:50:52 +11:00
f2149719e3 fix: resolve issue with embed css injection 2024-12-12 10:14:23 +11:00
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
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
dd162205fa fix: prevent accidental signatures (#1515)
![CleanShot 2024-12-06 at 03 30
39](https://github.com/user-attachments/assets/d47dc820-f19d-43b7-a60d-914fc9ab24b8)

![CleanShot 2024-12-06 at 03 32
34](https://github.com/user-attachments/assets/0db98735-8c91-469b-873c-adb19d0fff7b)
2024-12-08 14:17:58 +11:00
904948e2bc fix: refactor trpc errors (#1511) 2024-12-06 16:01:24 +09:00
9f45fe62e4 fix: refactor teams router (#1500) 2024-12-05 22:14:47 +09:00
f4b1e5104e feat: add platform plan pricing (#1505)
Add platform plan to the billing page.
2024-12-04 15:42:03 +09:00
2aae7435f8 fix: auth cookies across iframes (#1501) 2024-12-03 15:28:30 +11:00
bdd33bd335 feat: signing volume (#1358)
adds a signing volume and leaderboard section to the admin panel
2024-12-03 11:27:22 +11:00
62806298cf fix: wrong signing invitation message (#1497) 2024-12-02 07:47:11 +11:00
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
e6d4005cd1 fix: document title truncation (#1467)
Truncates the document title across various instances where it previously hadn't been truncated.
2024-11-27 10:53:48 +11:00
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
fa33f83696 feat: download doc without signing certificate (#1477)
## Description

I added the option of downloading a document without the signing
certificate for teams. They can disable/enable the option in the
preferences tab.

The signing certificate can still be downloaded separately from the
`logs` page.
2024-11-25 15:47:26 +11:00
b15e1d6c47 feat: support whitelabelling in the embedding (#1491)
## Description

Adds support for customising the theme and CSS for the embedding
components which is restricted to platform customers and above.

Additionally adds proper support for the platform plan which will let us
update our stripe products.

<img width="1040" alt="image"
src="https://github.com/user-attachments/assets/f694cd1e-ac93-4dc0-9f78-92fa813f6404">
<img width="1015" alt="image"
src="https://github.com/user-attachments/assets/4209972a-b2bd-40c9-9049-0367382a4de5">
<img width="1065" alt="image"
src="https://github.com/user-attachments/assets/fdbaaaa5-a028-4b1d-a58a-ea6224e21abe">


## Related Issue

N/A

## Changes Made

- Added support for using CSS Vars and CSS within the embedding route
- Added a guard for platform and enterprise plans to activate the custom
css
- Added support for the platform plan

## Testing Performed
Yes
2024-11-25 15:47:00 +11:00
cd5adce7df fix: hardcode delete confirmation text to avoid translation mismatch (#1487) 2024-11-22 14:22:31 +07:00
83e7a3c222 fix: improve field sizing (#1486)
## Description

Allows for smaller field sizing in addition to improving our styling
when displaying labels on smaller fields.

This is the minimum currently supported field size until we perform a
more extensive refactor of our current drag and drop system.

## Related Issue

Reported via support channels

## Changes Made

- Updated our minimum size constraints
- Attempted to add a general autosizing component for text and failed
- Updated styling in a bunch of places to use the css `clamp()` method
for dynamic sizing.
2024-11-20 22:49:30 +11:00
9ef8b1f0c3 feat: automatically sign fields in large documents (#1484)
## Description

Adds a dialog that will display when a certain field threshold is
reached asking the user if they would like to sign non-critical fields
such as name, date, initials, and email with information that is already
available.

This has not been added to direct templates since we would often not
have all the pre-requisite knowledge since users are mostly anonymous.
Additionally, this has not been added to the embedding view since it may
detract from the experience for some.

Will not prompt the user if there is action authentication on the
document.

See the below demo:


https://github.com/user-attachments/assets/71739b5c-1323-4da9-89fd-a1145c9714d5

## Related Issue

#1281 (Older PR relating to the feature)

## Changes Made

- Added a new auto-sign dialog that will automatically trigger once
certain criteria is met.

## Testing Performed

- Tested that the dialog displays when the threshold is met
- Tested that the dialog is hidden when the threshold is not met
- Tested that the messaging during errors is correct
- Tested that the dialog does not display when 2FA or Passkeys are
required
2024-11-20 10:59:09 +11:00
979e3f3e71 fix: always allow access to billing (#1476) 2024-11-15 21:34:39 +07:00
5398026b80 feat: signature rejection (#1472)
## Description

Adds support for rejecting a given document informing the document
owner.

Flows for resolving a rejection don't currently exist so it's up to the
document owner to reach out to the recipient and work out a way to move
forward via a new document or offline agreement.

## Related Issue


## Changes Made

- Added new rejection properties to the recipient schema
- Added API endpoints to support rejection
- Added email templates for notifying the document owner and recipient
- Added a dialog on the signing page to start the rejection flow.

## Testing Performed

- Manually tested the flow end to end
- Automated tests are planned
2024-11-14 21:37:42 +11:00
552825b79e chore: extract translations 2024-11-12 12:37:34 +07:00