Commit Graph

85 Commits

Author SHA1 Message Date
c85c0cf610 feat: allow multipart requests for public api
Adds support for multipart/form-data requests in the public api
allowing documents to be uploaded without having to perform a secondary
request.

Need to rollout further endpoints for envelopes and templates.

Need to change how we store files to not use `putFileServerSide`
2025-11-02 23:26:43 +11:00
2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
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
3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
7d257236a6 fix: default pagination on documents list API (#1929) 2025-08-28 16:20:27 +10:00
31c1a9a783 fix: preserve existing recipient properties when adding new recipient (#1987) 2025-08-28 16:19:14 +10:00
67501b45cf feat: create document in a specific folder (#1965) 2025-08-23 00:12:17 +10:00
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
32a5d33a16 fix: invalid folder queries (#1898)
Currently the majority of folder mutations only work if the user is the
owner of the folder.
2025-07-16 14:37:55 +10:00
7487399123 feat: add more api logs (#1870)
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
e07a497b69 feat: api logging by pino (#1865)
experiemental
2025-06-27 21:44:51 +10:00
31e2a6443e fix: legacy authOptions support for api v1 2025-06-12 10:21:41 +10:00
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
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
93aece9644 chore: dependency updates (#1808) 2025-05-22 14:30:22 +10:00
c8f80f7be0 fix: reverse original document logic for api endpoint 2025-05-20 22:37:17 +10:00
99ad2eb645 fix: allow download of original document via api (#1788) 2025-05-14 08:22:11 +10:00
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
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
63a4bab0fe feat: better document rejection (#1702)
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.

## Related Issue

N/A

## Changes Made

- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.

## Testing Performed

- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
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
7c38970ee8 fix: update error logging 2025-03-04 01:41:39 +11:00
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +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
f707e5fb10 fix: update template field schema (#1575)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2025-01-09 12:06:17 +11:00
df33fbf91b feat: admin ui for disabling users (#1547) 2024-12-30 14:45:33 +11:00
74382e21e7 feat: add get recipient route (#1553) 2024-12-26 17:25:14 +11:00
22c9fb777b fix: perf improvements 2024-12-18 15:01:57 +11:00
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
5fbed783fc feat: add controls for sending completion emails to document owners (#1534)
Adds a new `ownerDocumentCompleted` to the email settings that controls
whether a document will be sent to the owner upon completion.

This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.

Also adds a flag to the public `sendDocument` endpoint which will adjust
this setting while sendint the document for users who aren't using
`emailSettings` on the `createDocument` endpoint.
2024-12-12 14:24:07 +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
34c0868d77 chore: add openapi description for enterprise field (#1520) 2024-12-10 20:26:28 +11:00
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
67e49c82a3 feat: return fields in GET /documents/:id endpoint (#1317)
To be able to use the PATCH `/api/v1/documents/{id}/fields/{fieldId}`
endpoint, we need to know the fields ID of a particular document. The
issue #1178 suggested to create a new endpoint for this. To be
consistent with the `/templates` endpoint, I propose in this PR to
directly add the `fields` field to the `/documents/:id` endpoint.
2024-12-06 09:03:32 +11:00
9f45fe62e4 fix: refactor teams router (#1500) 2024-12-05 22:14:47 +09:00
428acf4ac3 fix: dateformat api bug (#1506) 2024-12-04 19:48:44 +09:00
b27fd800ed fix: add distribution settings to external api 2024-11-29 14:10:48 +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
f15f9ecdd1 chore: update docs 2024-11-15 21:47:22 +07:00
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
eafd7c551b feat: add team user management endpoints to api (#1416)
## Description

Adds user management capabilities to our current API. Allows for adding,
removing, listing and updating members of a given team using a valid API
token.

## Related Issue

N/A

## Changes Made

- Added an endpoint for inviting a team member
- Added an endpoint for removing a team member
- Added an endpoint for updating a team member
- Added an endpoint for listing team members

## Testing Performed

Tests were written for this feature request
2024-10-22 22:53:31 +11:00
5091112e4b fix: dont nullify externalId if not passed to update document settings 2024-09-18 11:00:48 +10:00