Commit Graph

10 Commits

Author SHA1 Message Date
995bc9c362 feat: support 2fa for document completion (#2063)
Adds support for 2FA when completing a document, also adds support for
using email for 2FA when no authenticator has been associated with the
account.
2025-10-06 16:17:54 +11:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +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
d11a68fc4c feat: add direct templates links (#1165)
## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-06-02 15:49:09 +10:00
d7a3c40050 feat: add general template enhancements (#1147)
## Description

Refactor the "use template" flow

## Changes Made

- Add placeholders for recipients
- Add audit log when document is created
- Trigger DOCUMENT_CREATED webhook when document is created
- Remove role field when using template
- Remove flaky logic when associating template recipients with form
recipients
- Refactor to use `Form` 

### Using template when document has no recipients

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c">

### Using template with recipients 

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9">

### Using template with the send option selected

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
2024-05-07 15:04:12 +07:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
ecc9dc63ea feat: the rest of the owl 2024-02-29 13:22:21 +11:00
e3e2cfbcfd fix: refactor and implement design 2024-02-28 14:43:09 +11:00
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