Commit Graph

99 Commits

Author SHA1 Message Date
Lucas Smith
e108da546d fix: incorrect data for postMessage 2025-05-02 10:50:13 +10:00
Catalin Pit
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
Lucas Smith
12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +10:00
Ephraim Duncan
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
David Nguyen
d78cfec00e fix: branding logos (#1759) 2025-04-24 16:15:06 +10:00
Ephraim Duncan
f0dcf7e9bf fix: signing volume query (#1753)
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
2025-04-24 16:14:38 +10:00
David Nguyen
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
David Nguyen
435b3ca4f8 chore: remove legacy document update route (#1751)
Remove deprecated route
2025-04-17 16:36:10 +10:00
Mythie
278cd8a9de fix: always show ip and useragent in certificate 2025-04-17 12:55:03 +10:00
RefRexi
353a7e8e0d fix: dynamic route for team transfer (#1730)
fix: dynamic route handling for /team/verify/transfer/:token
2025-04-15 21:30:44 +10:00
Lucas Smith
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
Lucas Smith
4d6efe091e fix: pass document meta to readonly field component (#1737)
## Description

Previously we weren't passing the DocumentMeta to our readonly field
component which is used for displaying completed fields by other
recipients.

Due to this dates that were not using the default format were displaying
as invalid date adding confusion to the signing process.

## Related Issue

Reported via support email.

## Changes Made

- Pass the document meta to the readonly field component.
- Support showing completed fields within the embedding UI.

## Testing Performed

- Manual testing
2025-03-31 17:14:56 +11:00
Mythie
ac3deb113e chore: update ci 2025-03-27 22:49:59 +11:00
David Nguyen
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
Mythie
a8de8368a2 fix: hide powered by on certificate for platform documents 2025-03-22 12:04:08 +11:00
Lucas Smith
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
Lucas Smith
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
Jenil Savani
44cdbeecb4 fix: improve layout and truncate document information in logs page (#1656) 2025-03-12 16:31:03 +11:00
David Nguyen
c646afcd97 fix: tests 2025-03-09 15:10:19 +11:00
David Nguyen
083a706373 fix: duplex and 2fa refresh 2025-03-04 11:41:38 +11:00
David Nguyen
db326cb4a9 fix: posthog reverse proxy 2025-03-04 10:48:19 +11:00
David Nguyen
d664f571d6 fix: posthog reverse proxy 2025-03-04 10:46:59 +11:00
David Nguyen
7c38970ee8 fix: update error logging 2025-03-04 01:41:39 +11:00
Mythie
d970976299 fix: remove auto-expand in embeddding 2025-02-28 14:46:15 +11:00
David Nguyen
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
David Nguyen
6474b4a524 fix: add preferred team middleware 2025-02-26 19:42:42 +11:00
David Nguyen
5b4db51051 fix: react-pdf canvas build 2025-02-26 18:39:21 +11:00
Mythie
3328074f51 fix: early adopters can use platform features 2025-02-25 20:07:40 +11:00
David Nguyen
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
David Nguyen
7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
David Nguyen
d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00
David Nguyen
01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +11:00
David Nguyen
139bc265c7 fix: migrate billing to RR7 2025-02-21 01:16:23 +11:00
David Nguyen
991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
David Nguyen
7728c8641c fix: share opengraph 2025-02-20 15:38:06 +11:00
David Nguyen
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
David Nguyen
250381fec8 fix: billing 2025-02-20 12:17:55 +11:00
David Nguyen
ec07092bf6 fix: session refresh 2025-02-19 22:29:30 +11:00
David Nguyen
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
David Nguyen
24f3ecd94f fix: remove marketing url 2025-02-19 16:45:54 +11:00
David Nguyen
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
David Nguyen
5ce2bae39d fix: resolve internal pdf translations 2025-02-19 14:43:35 +11:00
David Nguyen
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
David Nguyen
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
David Nguyen
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
David Nguyen
ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +11:00
Ephraim Duncan
c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00
Lucas Smith
c9e8a32471 feat: bulk send templates via csv (#1578)
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.
2025-02-13 18:44:29 +11:00
David Nguyen
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00