Commit Graph

335 Commits

Author SHA1 Message Date
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
318149fbf3 chore: field fonts (#1350)
Before
![CleanShot 2024-09-16 at 12 25
44](https://github.com/user-attachments/assets/9ca7672d-b132-4c24-80b0-03fa13822e50)


After
![CleanShot 2024-09-16 at 12 24
07](https://github.com/user-attachments/assets/9e17b025-8064-4151-a9e2-817108b8da2a)


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced a new font style for signature fields, enhancing visual
distinction.
	- Increased text size for signature fields to improve prominence.

- **Bug Fixes**
- Adjusted the text size for signature display on larger screens for
better visual hierarchy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-02 17:45:16 +10:00
404ca3202f chore: update action auth 2024-09-19 13:45:39 +10:00
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
357bdd374f feat: add language switcher (#1337)
## Description

Web changes:

- Enabled i18n for web
- Add option to change language in command menu
- Add option to change language in menu-switcher

Web and marketing changes:

- Stop setting 'en' preference into cookie if the user's language is not
supported
- Dropped middleware changes
- Rotated cookie from 'i18n' to 'language'

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced a language switcher in the footer for improved language
selection.
	- Added dynamic language change functionality in the command menu.
- Implemented a dropdown menu item for quick access to the language
switcher.

- **Bug Fixes**
- Resolved issues related to language change notifications and state
management.

- **Translations**
- Added new translation entries for improved language support, including
"Search languages..." in English and German.
	- Updated existing translations to enhance clarity and accuracy.

- **Chores**
	- Simplified internationalization handling in middleware.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-11 13:22:43 +10:00
e81023f8d4 fix: refactor dates (#1321)
## Description

Refactor the current date formatting system to utilize Lingui.

## Changes Made

- Remove redundant `LocaleData` component with Lingui dates

## Important notes

For the internal pages for certificates, default to en-US to format any
dates.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit


- **New Features**
- Enhanced internationalization support across various components by
utilizing the `i18n` object for date formatting.
- Streamlined locale management by removing cookie-based language
handling and adopting a more centralized approach.

- **Bug Fixes**
- Improved date formatting consistency by replacing the `LocaleDate`
component with direct calls to `i18n.date()` in multiple components.

- **Documentation**
- Updated localization strings in the `web.po` files to reflect recent
changes in the source code structure.

- **Chores**
- Minor formatting adjustments and code organization improvements across
various files to enhance readability and maintainability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-10 12:38:08 +10:00
a1a8a174bf feat: embed signing experience (#1322) 2024-09-04 23:13:00 +10:00
9e714d607e feat: disable 2fa with backup codes (#1314)
Allow disabling two-factor authentication (2FA) by using either their
authenticator app (TOTP) or a backup code.
2024-08-29 11:00:57 +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
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
9178dbd3c1 chore: update marketing site 2024-08-20 23:23:36 +10:00
2c9136498c feat: update team email templates. (#1229)
Updates the email templates to include team information when sent
from a team context.
2024-08-20 15:41:19 +10:00
29910ab2a7 feat: add initials field type (#1279)
Adds a new field type that enables document recipients to add
their `initials` on the document.
2024-08-12 23:29:32 +10:00
5582f29bda feat: make oidc sign in button text configurable (#1209)
Adds a configurable label for the OIDC connection's button.
2024-07-31 22:22:52 +10:00
f31caaab08 fix: truncation of titles to fix UI breaks (#1162)
Updates various areas of the application to handle longer titles and content
more gracefully.
2024-07-29 13:13:35 +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
994f6867f5 fix: API token deletion not reflected in cache until page reload (#1128)
Stops the API token copy card from continuing to appear when a newly created
token has been subsequently deleted.
2024-07-24 13:31:56 +10:00
f647244e07 chore: update signup text (#1234)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-07-23 08:24:21 +00:00
7b5c57e8af chore: add more field types (#1141)
Adds a number of new field types and capabilities to existing fields.

A massive change with far too many moving pieces to document in a single commit.
2024-07-18 23:45:44 +10:00
c3035dbd15 feat: add external id to documents and templates (#1227)
## Description

Adds the external ID column to documents and templates with an option to
configure it in the API or UI.

External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
2024-07-13 16:45:09 +10:00
cb892bcbb2 feat: add user conversion count to admin panel (#1150)
Displays the count of users who signed up after signing at least one
document in the admin panel
2024-07-05 14:02:22 +10:00
2c320e8b92 fix: use team avatar everywhere (#1220)
Expands team avatar support across various components and pages of
the application.
2024-07-05 13:05:22 +10:00
92c09c5850 feat: move document to team (#1210)
Introduces a new dialog component allowing users to move documents
between teams with included audit logging.
2024-07-02 12:47:24 +10:00
b08e153ca2 feat: add public profiles (#1180)
## Description

Add public profiles

## Changes

- Add profiles settings page for users and teams
- Add profiles page `/p/<url>`

## Not completed

- Pending tests
- UI changes to promote public profiles (sign up, etc)
2024-06-27 22:47:20 +10:00
d85f207d59 fix: add button type 2024-06-27 22:32:48 +10:00
22c02aac02 feat: avatar images 2024-06-27 21:50:42 +10:00
d1a53544c1 fix: enable yearly team pricing (#1199)
## Description

**Pending testing on preview**

Enable yearly team pricing during checkout.

## Changes Made

- Enable selecting yearly team pricing during checkout
- Update pricing on marketing to $480 for yearly team plan

## Testing Performed

- Stripe simulations

Pending manual testing


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Updated the savings message in the pricing table to reflect new
savings amounts.
  - Adjusted yearly pricing from $500 to $480.
  - Modified user addition costs based on subscription periods.

- **Improvements**
- Simplified button text in the Create Team Checkout Dialog to
consistently display "Checkout".

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-27 15:36:33 +10:00
5b4e6e530b Merge branch 'main' into feat/public-profiles 2024-06-27 12:10:45 +10:00
16c6d4a8bd fix: show field on pending document (#1158)
## Description

This pull request introduces the functionality to display pending fields
on the document page view. This enhancement allows users to see which
fields are pending and need to be completed.

![CleanShot 2024-05-14 at 23 31
29@2x](https://github.com/documenso/documenso/assets/55143799/ffea0b29-d251-4dd5-9742-5416ac8262ad)


## Changes Made

- Added `getPendingFieldsForDocument` function in
`packages/lib/server-only/field/get-pending-fields-for-document.ts` to
fetch pending fields for a document.
- Created a new component `DocumentPendingFields` in
`document-pending-fields.tsx` to display the pending fields with options
to hide individual fields.

## Testing Performed

- Tested the new feature by creating documents with pending fields and
verifying their display on the document page view.
- Verified that the pending fields are correctly hidden when the "Hide
field" button is clicked.
- Ran unit tests for the new functionality and existing components to
ensure no regressions.

## 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.
- [x] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## Additional Notes

No additional notes.


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Introduced logic for handling pending and completed document fields
based on signing status.

- **Refactor**
- Replaced `getCompletedFieldsForDocument` with `getFieldsForDocument`.
- Updated `DocumentReadOnlyFields` component to `DocumentPendingFields`.

- **Bug Fixes**
- Improved field retrieval accuracy and display based on recipient
signing status.

- **Style**
- Enhanced UI elements with new icons and button adjustments for better
user interaction.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-06-24 16:08:06 +10:00
5cdfdb1a5f fix: ui 2024-06-10 21:25:25 +10:00
5a76a601d5 fix: error message 2024-06-10 20:54:29 +10:00
cd8c42914f fix: add tooltip 2024-06-10 20:07:32 +10:00
d8d9a3be77 feat: add profile tooltips 2024-06-08 13:22:51 +10:00
5514dad4d8 feat: add public profiles 2024-06-06 15:28:02 +10:00
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
d8d0734680 Merge branch 'main' into mk/oidc-auth 2024-05-30 15:41:36 +10:00
82848e3d2e fix: animate transition 2024-05-24 18:47:03 +10:00
22b8c2044b Merge branch 'main' into fix/show-teams-url-new 2024-05-24 14:58:42 +10:00
9cb80aa0bc chore: add pin input to all 2FA components
Adds the pin input to the currently used 2FA components sunsetting
the standard input that was previously used.
2024-05-24 03:31:19 +00:00
c98c1b9467 added teams url under a team name in teams section 2024-04-28 19:35:57 +05:30
afaeba9739 fix: resize fields 2024-04-22 13:31:49 +07:00
a97ffa97a4 Merge branch 'main' into feat/visible-fields 2024-04-19 17:54:32 +07:00
6e09a4700b fix: prevent signing draft documents (#1111)
## Description

Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.

## Changes Made

- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents 
- Remove ability to copy signing tokens unless document is pending

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.

- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 16:17:32 +07:00
6526377f1b feat: add visible completed fields 2024-04-18 21:56:31 +07:00
db9899d293 fix: duplicate modal instances from hotkey activation (#1058)
## Description
Currently, when the command menu is opened using the Command+K hotkey,
two modals are getting rendered.
This is because the modals are mounted in two components: header and
desktop-nav. Upon triggering the hotkey, both modals are rendered.

## Related Issue
#1032 

## Changes Made
The changes I made are in the desktop nav component. If the desktop nav
receives the command menu state value and the state setter function, it
will trigger only that. If not, it will trigger the state setter that is
defined in the desktop nav. This way, we are preventing the modal from
mounting two times.

## Testing Performed
- Tested behaviour of command menu in the portal
- Tested on browsers chrome, arc, safari, chrome, firefox

## Checklist
- [x] 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.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.



<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Enhanced the navigation experience by integrating command menu state
management directly within the `DesktopNav` component, allowing for
smoother interactions and control.
- **Refactor**
- Simplified the handling of the command menu by removing the
`CommandMenu` component and managing its functionality within
`DesktopNav`.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-16 19:42:28 +07:00
aa4b6f1723 feat: updated mobile header (#1004)
**Description:**

- Updated mobile header with respect to latest designs 

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Added a new `showText` property to the `MenuSwitcher` component to
control text visibility.
- Added a `textSectionClassName` property to the `AvatarWithText`
component for conditional text section styling.
- Updated the `CommandDialog` and `DialogContent` components with new
positioning and styling properties.

- **Style Updates**
- Adjusted text size responsiveness in the `Hero` component for various
screen sizes.
- Modified text truncation and input styling in the `Widget` component.
- Changed the width of the `SheetContent` element in `MobileNavigation`
and adjusted footer layout.

- **Documentation**
  - Added instructions for certificate placement in `SIGNING.md`.

- **Refactor**
- Standardized type imports across various components and utilities for
improved type checking.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Adithya Krishna <adithya@documenso.com>
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-15 15:52:34 +07:00
c8a09099a3 fix: mask recipient token (#1051)
The searchDocuments function is used for the shortcuts commands, afaik.
The function returns the documents that match the user query (if any),
alongside all their recipients.

The reason for that is so it can build the path for the document. E.g.
if you're the document owner, the document path will be
`..../documents/{id}`. But if you're a signer for example, the document
path (link) will be `..../sign/{token}`.

So instead of doing that on the frontend, I moved it to the backend.

At least that's what I understood. If I'm wrong, please correct me.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Enhanced the `CommandMenu` component to simplify search result
generation and improve document link management based on user roles.
- **Refactor**
- Updated document search logic to include recipient token masking and
refined document mapping.
- **Style**
	- Minor formatting improvement in document routing code.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-15 14:29:56 +07:00
788c6269a2 fix: signup page oidc function 2024-04-13 21:16:39 -04:00
e0440fd8a2 feat: add oidc support 2024-04-13 20:46:08 -04:00
b87154001a feat: Ability to send team invitation in bulk (#930)
fixes #923 



https://github.com/documenso/documenso/assets/81948346/9f7cf419-91ec-4f43-b2c7-6fd3d0c13bfe

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-04 23:30:39 +07:00