Commit Graph

18 Commits

Author SHA1 Message Date
93aece9644 chore: dependency updates (#1808) 2025-05-22 14:30:22 +10:00
cf17fc61bc chore: update tests 2025-04-21 16:07:19 +10:00
73f8518b47 chore: update tests 2025-03-28 01:21:48 +11:00
31be548939 fix: duplicate webhook calls on document complete (#1721)
Fix webhooks being sent twice due to duplicate frontend calls

Updated the assistant confirmation dialog so the next signer is always
visible (if dictate is enabled). Because if the form is invalid (due to
no name) there is no visual queue that the form is invalid (since it's
hidden)

## Notes

Didn't bother to remove the weird assistants form since it currently
works for now


![image](https://github.com/user-attachments/assets/47910fec-e05e-486a-a61d-16078d948893)

## Tests

- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
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
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
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
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
23a0537648 feat: add global settings for teams (#1391)
## Description

This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.

### Include Sender Details

If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:

> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"

Otherwise, the email will say:

> "Example Team" has invited you to sign "document.pdf"

### Default Document Visibility

This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only

If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"

Otherwise, if there is a default document visibility value, it uses that
value.

#### Gotcha

To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
  * Similar to the other scenarios.

* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.

* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".

## Testing Performed

Tested it locally.
2024-11-08 22:50:49 +11:00
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
fa6453e811 feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
38a4b0f299 fix: dialog close on refresh (#1135)
Previously dialogs would be closed upon refocusing the browser tab due to router refetches occuring which would cause data-table columns to re-render. This is now resolved by extracting the column definitions outside of the returning render and into a memo hook.
2024-08-27 23:13:52 +10:00
a8febae87e chore: team stuff (#1228)
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
2024-07-25 14:27:19 +10:00
bd40e63392 fix: update document deletion logic (#1100) 2024-04-19 17:37:38 +07:00
56c550c9d2 fix: refactor tests (#1066)
## Changes Made

- Refactor/optimise tests
- Reduce flakiness
- Add parallel tests (if there's enough CPU capacity)
- Removed explicit worker count when running parallel tests. Defaults to
50% of CPU capacity.

Might want to consider sharding the test across runners in the future as
our tests grows.
2024-04-03 16:13:35 +07:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
0c339b78b6 feat: add teams (#848)
## Description

Add support for teams which will allow users to collaborate on
documents.

Teams features allows users to:

- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents

These changes do NOT include the following, which are planned for a
future release:

- Team templates
- Team API
- Search menu integration

## Testing Performed

- Added E2E tests for general team management
- Added E2E tests to validate document counts

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [X] I have followed the project's coding style guidelines.
2024-02-06 16:16:10 +11:00