Commit Graph

1318 Commits

Author SHA1 Message Date
3a57f97218 chore: update failing tests 2024-07-19 11:32:49 +10:00
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
7f5b27372f feat: resend document via API (#1226)
Allow users to re-send documents via the API.
2024-07-12 21:03:52 +10:00
b0c081683f feat: allow anonymous smtp authentication (#1204)
Introduces the ability to use anonymous SMTP authentication where no username or password is provided.

Also introduces a new flag to disable TLS avoiding cases also where STARTTLS is used despite `secure` being
set to `false`
2024-07-09 10:39:59 +10:00
6b5e4da424 v1.6.0-rc.1 2024-07-05 14:24:40 +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
a757ab2303 feat: move template to team (#1217)
Allows users to move templates from their personal account to a team
account.
2024-07-05 13:20:27 +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
2eee2b4d2a feat: send custom email to signers of direct template documents (#1215)
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.


## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
2024-07-05 13:03:22 +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
dc34e81a7e chore: downgrade sharp 2024-06-28 12:12:15 +10:00
a42fc3cbaa chore: hoist sharp dependency 2024-06-28 11:08:31 +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
22c02aac02 feat: avatar images 2024-06-27 21:50:42 +10:00
963ba13aa6 feat: add more template API endpoints (#1198)
## Description

Update the API endpoint to support more actions for templates


## Changes Made

Add the following endpoints for templates:
- Get template
- Get templates
- Delete template

Get template(s) returns associated recipients and fields. 

UI:
- Updated template delete button to have the destructive delete variant

## Testing Performed

Tested endpoints via /api/v1/openapi

Tested deleting templates via UI manually

## Test data


<details>
  <summary>Delete template response</summary>

```json
{
  "id": 32,
  "type": "PRIVATE",
  "title": "documenso-supporter-pledge.pdf",
  "userId": 3,
  "teamId": null,
  "templateDocumentDataId": "clxva9b4h0001rrh7v0wdw97h",
  "createdAt": "2024-06-26T03:35:45.065Z",
  "updatedAt": "2024-06-26T03:35:45.065Z"
}
```
</details>

<details>
  <summary>Get template response</summary>

```json
{
  "id": 28,
  "type": "PRIVATE",
  "title": "blank_long.pdf",
  "userId": 3,
  "teamId": null,
  "templateDocumentDataId": "clxu4vyty0003rrr52ue5ee4d",
  "createdAt": "2024-06-25T08:17:38.418Z",
  "updatedAt": "2024-06-26T03:36:33.890Z",
  "templateMeta": {
    "id": "clxvaacte0004rrh7s2k910nw",
    "subject": "",
    "message": "",
    "timezone": "Australia/Melbourne",
    "dateFormat": "yyyy-MM-dd hh:mm a",
    "templateId": 28,
    "redirectUrl": ""
  },
  "directLink": {
    "token": "tBJHVFR75sC8m6hPfBTZd",
    "enabled": true
  },
  "templateDocumentData": {
    "id": "clxu4vyty0003rrr52ue5ee4d",
    "type": "BYTES_64",
    "data": "<PDF DATA>"
  },
  "Field": [
    {
      "id": 327,
      "recipientId": 357,
      "type": "SIGNATURE",
      "page": 1,
      "positionX": "55.8431952662722",
      "positionY": "21.39588100686499",
      "width": "29.58579881656805",
      "height": "6.864988558352403"
    },
    {
      "id": 328,
      "recipientId": 357,
      "type": "EMAIL",
      "page": 1,
      "positionX": "28.03254437869823",
      "positionY": "72.99771167048056",
      "width": "29.58579881656805",
      "height": "6.864988558352403"
    }
  ],
  "Recipient": [
    {
      "id": 357,
      "email": "direct.link@documenso.com",
      "name": "Direct link recipient",
      "authOptions": {
        "accessAuth": null,
        "actionAuth": null
      },
      "role": "SIGNER"
    },
    {
      "id": 359,
      "email": "example@documenso.com",
      "name": "Example User",
      "authOptions": {
        "accessAuth": null,
        "actionAuth": null
      },
      "role": "SIGNER"
    }
  ]
}
```
</details>


<details>
  <summary>Get templates response</summary>

```json
{
  "templates": [
    {
      "id": 33,
      "type": "PRIVATE",
      "title": "documenso-supporter-pledge.pdf",
      "userId": 3,
      "teamId": null,
      "templateDocumentDataId": "clxva9oaj0003rrh7hwdyg60o",
      "createdAt": "2024-06-26T03:36:02.130Z",
      "updatedAt": "2024-06-26T03:36:02.130Z",
      "directLink": null,
      "Field": [],
      "Recipient": []
    },
    {
      "id": 28,
      "type": "PRIVATE",
      "title": "blank_long.pdf",
      "userId": 3,
      "teamId": null,
      "templateDocumentDataId": "clxu4vyty0003rrr52ue5ee4d",
      "createdAt": "2024-06-25T08:17:38.418Z",
      "updatedAt": "2024-06-26T03:36:33.890Z",
      "directLink": {
        "token": "tBJHVFR75sC8m6hPfBTZd",
        "enabled": true
      },
      "Field": [
        {
          "id": 327,
          "recipientId": 357,
          "type": "SIGNATURE",
          "page": 1,
          "positionX": "55.8431952662722",
          "positionY": "21.39588100686499",
          "width": "29.58579881656805",
          "height": "6.864988558352403"
        },
        {
          "id": 328,
          "recipientId": 357,
          "type": "EMAIL",
          "page": 1,
          "positionX": "28.03254437869823",
          "positionY": "72.99771167048056",
          "width": "29.58579881656805",
          "height": "6.864988558352403"
        }
      ],
      "Recipient": [
        {
          "id": 357,
          "email": "direct.link@documenso.com",
          "name": "Direct link recipient",
          "authOptions": {
            "accessAuth": null,
            "actionAuth": null
          },
          "role": "SIGNER"
        },
        {
          "id": 359,
          "email": "example@documenso.com",
          "name": "Example User",
          "authOptions": {
            "accessAuth": null,
            "actionAuth": null
          },
          "role": "SIGNER"
        }
      ]
    }
  ],
  "totalPages": 2
}
```
</details>

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

## Summary by CodeRabbit

- **New Features**
  - Added support for team-based template deletion in the dashboard.
- Enhanced API to manage templates, including fetching and deleting
templates by team ID.

- **Bug Fixes**
- Improved error handling for template operations, ensuring better
feedback when templates are not found.

- **Refactor**
- Updated various components and functions to include `teamId` for more
robust template management.

- **Documentation**
- Expanded schema definitions to detail new structures for template and
team interactions.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-27 15:44:16 +10:00
5b4e6e530b Merge branch 'main' into feat/public-profiles 2024-06-27 12:10:45 +10:00
51ad6a6ff8 fix: direct links for teams are generated wrong 2024-06-25 16:09:19 +00:00
7e065764ec chore: use luxon for dates 2024-06-25 15:10:58 +00:00
db827b749d Merge branch 'main' into admin/stats 2024-06-25 15:06:27 +00:00
62cd4c019f feat: force signature fields for document signers (#1139)
## Description

Show a dialog when the document has signers with no signature fields
placed.

## Changes Made

Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.

## 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.




https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710




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

- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.

- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.

- **Bug Fixes**
  - Improved async signing process for better efficiency and control.

- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.

- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-06-24 18:01:57 +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
19d8b4b80d Merge branch 'main' into feat/public-profiles 2024-06-21 20:14:32 +10:00
5d417ee67f Merge branch 'main' into feat/public-profiles 2024-06-21 13:59:13 +10:00
1ad64b43db Merge branch 'main' into feat/background-tasks 2024-06-21 13:58:56 +10:00
6b3c0afe25 chore: add prebuild to handle prisma build cache 2024-06-21 12:55:17 +10:00
93ea3e2644 fix: dirty type safe job definitions 2024-06-21 12:18:11 +10:00
664b9284bd chore: feedback from pull request 2024-06-19 13:28:14 +10:00
4077d02ccd fix: use readonly modifiers for generics 2024-06-18 22:38:53 +10:00
8bb936aa51 chore: add env vars to example .env 2024-06-17 17:02:00 +10:00
b8d6484ff0 fix: improve inngest support 2024-06-17 16:59:14 +10:00
6977381e00 feat: inngest provider 2024-06-14 13:53:48 +10:00
1c5da46335 fix: update signing email job 2024-06-14 13:53:08 +10:00
c470e4d516 Merge branch 'main' into admin/stats 2024-06-13 05:47:17 +00:00
f28334bff7 feat: make jobs client type safe 2024-06-13 15:32:56 +10:00
002dc0fdae fix: make local provider robust to random input 2024-06-13 15:24:53 +10:00
2e41ecf825 fix: remove dummy code from email job 2024-06-13 15:24:53 +10:00
991f808890 feat: ghetto durable compute 2024-06-13 15:24:51 +10:00
61827ad729 fix: make trigger.dev work properly 2024-06-13 15:23:52 +10:00
108054a133 wip: background tasks 2024-06-13 15:23:19 +10:00
cfb52161d9 Merge branch 'main' into feat/public-profiles 2024-06-13 15:20:26 +10:00
1647f7c4a0 fix: correctly insert fields on rotated pages (#1183)
## Description

PDFs can have pages that are rotated, which are correctly rendered in
the frontend. However, when we load the PDF in the backend, the rotation
is applied which causes issues when we want to insert fields.

To account for this, we swap the width and height for pages that are
rotated by 90/270 degrees. This is so we can calculate the virtual
position the field was placed if it was correctly oriented in the
frontend.

Then when we insert the fields, we apply a transformation to the
position of the field so it is rotated correctly.

**Test document with 0/90/180/270 rotated pages**


[rotated_test.pdf](https://github.com/user-attachments/files/15798138/rotated_test.pdf)
2024-06-12 21:54:45 +10:00
e62fa6cc92 fix: update plans on the billing page 2024-06-12 21:33:17 +10:00
8c2f61a004 fix: add regular plan to price type enum 2024-06-12 21:27:05 +10:00
6174415339 fix: add comment 2024-06-12 14:00:45 +10:00
9fbc61a04d fix: insert fields correctly for rotated pdfs 2024-06-11 19:04:55 +10:00
5a76a601d5 fix: error message 2024-06-10 20:54:29 +10:00
6bb86944f7 fix: remove price id 2024-06-10 20:28:50 +10:00
d8d9a3be77 feat: add profile tooltips 2024-06-08 13:22:51 +10:00
95a600001a fix: migration 2024-06-06 19:14:53 +10:00