Commit Graph

207 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
f3305ac306 feat: show branding logo on signing page (#2031)
If the team has the branding enabled & a logo uploaded, it'll show on
the document signing page view.
2025-09-25 22:41:17 +10:00
2603ae8b90 fix: send signing request email after the document status is updated (#1944)
When sending a document for signing, emails for recipients are sent
before the document status is updated.
In this case, the job "send.signing.requested.email" fails because it
cannot find the document with a PENDING status.
2025-08-31 11:37:49 +10:00
d7e5a9eec7 fix: refactor document router (#1990) 2025-08-25 08:23:12 +10:00
67501b45cf feat: create document in a specific folder (#1965) 2025-08-23 00:12:17 +10:00
1dea0b8fab add dummy teamid (#1968) 2025-08-16 19:09:21 +10:00
d1eb14ac16 feat: include audit trail log in the completed doc (#1916)
This change allows users to include the audit trail log in the completed
documents; similar to the signing certificate.


https://github.com/user-attachments/assets/d9ae236a-2584-4ad6-b7bc-27b3eb8c74d3

It also solves the issue with the text cutoff.
2025-08-07 11:44:59 +10:00
c48486472a fix: add missing email reply validation (#1934)
## Description

General fixes to the email domain features

Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +10:00
3409aae411 feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +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
f9d7fd7d9a fix: resend document api v1 filtering logic (#1888)
The resend document API was not working correctly when filtering
recipients. The query was filtering recipients at the database level,
which could result in an empty recipients array being returned even when
the document had recipients. This prevented the API from properly
identifying which recipients needed reminder emails.
2025-07-16 14:31:40 +10:00
cdb9b9ee03 chore: add certificate error logs (#1875)
Add certificate logs
2025-07-03 10:13:12 +10:00
0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
bb9ba80edb fix: duplicate fields and recipients when you duplicate a document (#1852) 2025-06-23 16:43:07 +10:00
031a7b9e36 fix: visibility 2025-06-13 01:02:40 +10:00
12fe045195 fix: visiblity 2025-06-13 00:05:08 +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
695ed418e2 fix: documents failing to seal (#1821)
During our field rework that makes fields appear
more accurately between signing and the completed pdf we swapped to
using text fields. Unfortunately as part of that we dropped using the
Noto font for the text field causing ANSI encoding issues when
encountering certain characters.

This change restores the font and handles a nasty issue we had with our
form flattening reverting our selected font.
2025-06-04 23:29:36 +10:00
c389670785 fix: trigger webhook for duplicated documents (#1789) 2025-05-14 16:43:31 +10:00
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
bdb0b0ea88 feat: certificate qrcode (#1755)
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
193325717d fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +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
deea99d865 feat: search by externalId 2025-02-25 20:07:47 +11:00
483d7caef7 feat: allow document rejection in embeds (#1662) 2025-02-21 01:27:03 +11:00
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +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
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
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
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
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
a1a2d0801b feat: notify owner when a recipient signs (#1549) 2024-12-26 22:04:13 +11:00
390a317bd3 fix: normalize pdf on the server 2024-12-18 08:14:14 +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
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
4ad46b81c9 fix: prevent hidden layers from being toggled in pdf viewers (#1528)
https://github.com/user-attachments/assets/e10194ca-212b-40ee-b9a1-85ef54829a40

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-12-13 14:19:55 +11:00
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
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
8ec69388a5 fix: add document rejection webhook
Adds the document rejection webhook since it was missing.

Additionally, normalises and standardises the webhook body.
2024-12-04 14:35:20 +11:00
f27d0f342c fix: putPdfFile to always include file extension 2024-12-02 22:06:53 +11:00
62806298cf fix: wrong signing invitation message (#1497) 2024-12-02 07:47:11 +11:00