Commit Graph

740 Commits

Author SHA1 Message Date
Catalin Pit
bc2ec9a2d7 chore: disable next step on backend for signers without signature field 2025-02-13 13:57:20 +02:00
Catalin Pit
8619eec67a chore: self-review pr 2025-02-10 16:47:07 +02:00
Catalin Pit
f325a04cb5 chore: update templates 2025-02-10 15:49:21 +02:00
Catalin Pit
6a47b3a6e5 chore: documents work properly 2025-02-10 13:44:13 +02:00
Catalin Pit
a7adb77e47 chore: allow document creation from template 2025-02-07 18:08:14 +02:00
Catalin Pit
64964f420a chore: make duplicate recipients work for remplates 2025-02-07 14:29:38 +02:00
Catalin Pit
2896673a23 chore: allow duplicate recipient in templates 2025-02-06 16:58:16 +02:00
Catalin Pit
b684b9574d chore: reverse some code changes 2025-02-06 15:17:06 +02:00
Catalin Pit
c41002313a chore: allow same signer docs 2025-02-06 14:27:37 +02:00
Lucas Smith
eb8ba2036a chore: add translations (#1619)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-02-01 15:52:21 +11:00
Ephraim Duncan
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
David Nguyen
7cc85ca6bc chore: extract translations 2025-01-30 16:03:36 +11:00
David Nguyen
bc19fa0cbd feat: add Polish and Italian (#1618) 2025-01-30 15:21:37 +11:00
Lucas Smith
a60f58e20b chore: add translations (#1617) 2025-01-30 15:09:35 +11:00
Lucas Smith
aca902b5ff chore: add translations (#1585)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-01-30 13:24:46 +11:00
Catalin Pit
2f866c41b4 fix: create global settings on team creation (#1601)
The global team settings weren't created when creating a new team.

## Changes Made

The global team settings are now created when a new team is created.
2025-01-28 16:16:18 +11:00
Catalin Pit
7e4faef95f chore: add cancelled webhook event (#1608)
https://github.com/user-attachments/assets/9f2ff975-6688-4150-b4e3-0eb21e2b5503
2025-01-28 15:34:22 +11:00
Lucas Smith
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
Ephraim Duncan
c6fb101a99 fix: admin leaderboard query sorting (#1548) 2025-01-28 13:05:40 +11:00
Lucas Smith
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
Mythie
0ef85b47b1 fix: handle empty object as fieldMeta 2025-01-21 09:46:54 +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
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
David Nguyen
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
David Nguyen
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
Samuel Raub
48b55758e3 feat: ignore unrecognized fields from authorization response (#1479)
When authenticating using OIDC some IDPs send additional fields in their
authorization response. 

This leads to an error because these fields can't be persisted to the DB 
through the auth.js prisma adapter. 

This PR solves this by deleting all unrecognized fields from the 
authorization response before persisting. 

This behaviour is also compliant to 
[RFC6749 Section 4.1.2](https://datatracker.ietf.org/doc/html/rfc6749#section-4.1.2)
2025-01-13 11:05:37 +11:00
Mythie
723e1b4ea2 fix: include all template meta in findTemplates 2025-01-13 09:34:23 +11:00
David Nguyen
08a69c6168 fix: pending document edit (#1580)
Fix issue where you cannot edit a pending document when there is a CCer
recipient.
2025-01-11 22:31:59 +11:00
David Nguyen
948d9c24cf fix: broken direct template webhook (#1579) 2025-01-11 21:42:33 +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
Lucas Smith
18ca0cf3d6 chore: add translations (#1564) 2025-01-02 10:36:05 +11:00
David Nguyen
4085151f80 fix: merge common and web po files (#1563) 2024-12-31 17:20:58 +11:00
David Nguyen
cfe7b3a51f fix: remove marketing (#1562) 2024-12-31 15:45:22 +11:00
Mythie
08d3d6a80a fix: improve recipient status display
Improves the display of the recipients status when
distribution method is set to none.

Previously we had a ton of checks for sendStatus = SENT
which will never trigger when distributing manually causing
some confusion.
2024-12-31 14:54:19 +11:00
Catalin Pit
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
Catalin Pit
df33fbf91b feat: admin ui for disabling users (#1547) 2024-12-30 14:45:33 +11:00
Catalin Pit
6da15ab12b feat: open the advanced settings automatically (#1508) 2024-12-27 19:57:24 +11:00
Tom
7ef2a8769b chore: update French translations (#1555) 2024-12-27 19:39:57 +11:00
Catalin Pit
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
David Nguyen
41218e2585 chore: extract translations 2024-12-26 22:08:52 +11:00
Ephraim Duncan
a1a2d0801b feat: notify owner when a recipient signs (#1549) 2024-12-26 22:04:13 +11:00
David Nguyen
74382e21e7 feat: add get recipient route (#1553) 2024-12-26 17:25:14 +11:00
Catalin Pit
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

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<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
2024-12-23 12:06:47 +02:00
Mythie
22c9fb777b fix: perf improvements 2024-12-18 15:01:57 +11:00
Mythie
390a317bd3 fix: normalize pdf on the server 2024-12-18 08:14:14 +11:00
Catalin Pit
c161553d1d feat: add disabled property for user (#1546) 2024-12-17 22:35:59 +11:00
Catalin Pit
2245812f0b fix: document visibility logic (#1521)
Update the logic of document visibility logic and added some tests &
updated some existing ones.
2024-12-16 09:10:40 +02:00