Catalin Pit
c670f64b1f
chore: tests for creating a document from a template
2025-02-12 13:30:43 +02:00
Catalin Pit
369e16afab
chore: template fields testing
2025-02-11 16:52:02 +02:00
Catalin Pit
4a5f565591
chore: template fields testing
2025-02-11 14:21:23 +02:00
Catalin Pit
f544eae2a6
chore: add template tests
2025-02-11 10:29:56 +02:00
Catalin Pit
a2ffd75c17
chore: add tests
2025-02-11 09:50:46 +02:00
Catalin Pit
8619eec67a
chore: self-review pr
2025-02-10 16:47:07 +02:00
Catalin Pit
f325a04cb5
chore: update templates
2025-02-10 15:49:21 +02:00
Catalin Pit
6a47b3a6e5
chore: documents work properly
2025-02-10 13:44:13 +02:00
Catalin Pit
a7adb77e47
chore: allow document creation from template
2025-02-07 18:08:14 +02:00
Catalin Pit
64964f420a
chore: make duplicate recipients work for remplates
2025-02-07 14:29:38 +02:00
Catalin Pit
2896673a23
chore: allow duplicate recipient in templates
2025-02-06 16:58:16 +02:00
Catalin Pit
b684b9574d
chore: reverse some code changes
2025-02-06 15:17:06 +02:00
Catalin Pit
12803d1a5e
chore: undo code
2025-02-06 14:32:18 +02:00
Catalin Pit
c41002313a
chore: allow same signer docs
2025-02-06 14:27:37 +02:00
Catalin Pit
0216af4ae8
Merge branch 'main' into feat/allow-same-signer-email-multiple-times
2025-02-03 14:12:42 +02:00
Mythie
25a3861c91
fix: add css targets for embeds
2025-02-03 09:58:40 +11:00
Lucas Smith
eb8ba2036a
chore: add translations ( #1619 )
...
Co-authored-by: Crowdin Bot <support+bot@crowdin.com >
2025-02-01 15:52:21 +11:00
Catalin Pit
339759166c
fix: temp field label/text truncation ( #1565 )
...
TEMP: Fix the truncation of the field label/text.
2025-02-01 14:35:19 +11:00
Ephraim Duncan
332e0657e0
feat: assistant role ( #1588 )
...
## Description
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.
https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00
David Nguyen
7cc85ca6bc
chore: extract translations
2025-01-30 16:03:36 +11:00
David Nguyen
bc19fa0cbd
feat: add Polish and Italian ( #1618 )
2025-01-30 15:21:37 +11:00
Lucas Smith
a60f58e20b
chore: add translations ( #1617 )
2025-01-30 15:09:35 +11:00
Lucas Smith
aca902b5ff
chore: add translations ( #1585 )
...
Co-authored-by: Crowdin Bot <support+bot@crowdin.com >
2025-01-30 13:24:46 +11:00
Catalin Pit
3cde3cb7b2
Merge branch 'main' into feat/allow-same-signer-email-multiple-times
2025-01-28 12:40:45 +02:00
Catalin Pit
2f866c41b4
fix: create global settings on team creation ( #1601 )
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The global team settings weren't created when creating a new team.
## Changes Made
The global team settings are now created when a new team is created.
2025-01-28 16:16:18 +11:00
Catalin Pit
7e4faef95f
chore: add cancelled webhook event ( #1608 )
...
https://github.com/user-attachments/assets/9f2ff975-6688-4150-b4e3-0eb21e2b5503
2025-01-28 15:34:22 +11:00
Lucas Smith
bcef84787d
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.
<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8 "
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9 "
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd "
/>
## Changes Made
- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation
## Testing Performed
- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits
Resolves #1550
2025-01-28 15:33:32 +11:00
Lucas Smith
70a3ac0525
fix: tidy document invite email render logic ( #1597 )
...
Updates one of our confusing ternaries to use `ts-pattern` for rendering
the conditional blocks making it easy to follow the logic occurring.
## Related Issue
N/A
## Changes Made
- Swapped ternary for `ts-pattern`
## Testing Performed
- Manually created a bunch of documents in configurations matching those
required to exhaust the `match` conditions.
2025-01-28 15:18:12 +11:00
Ephraim Duncan
c6fb101a99
fix: admin leaderboard query sorting ( #1548 )
2025-01-28 13:05:40 +11:00
Lucas Smith
2984af769c
feat: add text align option to fields ( #1610 )
...
## Description
Adds the ability to align text to the left, center or right for relevant
fields.
Previously text was always centered which can be less desirable.
See attached debug document which has left, center and right text
alignments set for fields.
<img width="614" alt="image"
src="https://github.com/user-attachments/assets/361a030e-813d-458b-9c7a-ff4c9fa5e33c "
/>
## Related Issue
N/A
## Changes Made
- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion
## Testing Performed
- Ran manual tests using the debug mode
2025-01-28 12:29:38 +11:00
Catalin Pit
071f5c546d
chore: remove same email check from backend
2025-01-27 17:08:55 +02:00
Catalin Pit
9f9f6701c8
chore: remove same email check from backend
2025-01-27 16:44:21 +02:00
Catalin Pit
b01eaceeb8
feat: allow same signer email multiple times
2025-01-27 16:36:53 +02:00
Ephraim Duncan
42d24fd1a1
feat: copy, paste, duplicate template fields ( #1594 )
2025-01-23 14:28:26 +11:00
Mythie
0ef85b47b1
fix: handle empty object as fieldMeta
2025-01-21 09:46:54 +11:00
David Nguyen
74bb230247
fix: add empty success responses ( #1600 )
2025-01-20 19:47:39 +11:00
David Nguyen
a28cdf437b
feat: add get field endpoints ( #1599 )
2025-01-20 15:53:12 +11:00
Mythie
9de3a32ceb
fix: pass team id to vanilla trpc client
2025-01-20 09:30:36 +11:00
David Nguyen
0d3864548c
fix: bump trpc and openapi packages ( #1591 )
2025-01-19 22:07:02 +11:00
David Nguyen
9e03747e43
feat: add create document beta endpoint ( #1584 )
2025-01-16 13:36:00 +11:00
David Nguyen
5750f2b477
feat: add prisma json types ( #1583 )
2025-01-15 13:46:45 +11:00
David Nguyen
901be70f97
feat: add consistent response schemas ( #1582 )
2025-01-14 00:43:35 +11:00
David Nguyen
7d0a9c6439
fix: refactor prisma relations ( #1581 )
2025-01-13 13:41:53 +11:00
Samuel Raub
48b55758e3
feat: ignore unrecognized fields from authorization response ( #1479 )
...
When authenticating using OIDC some IDPs send additional fields in their
authorization response.
This leads to an error because these fields can't be persisted to the DB
through the auth.js prisma adapter.
This PR solves this by deleting all unrecognized fields from the
authorization response before persisting.
This behaviour is also compliant to
[RFC6749 Section 4.1.2](https://datatracker.ietf.org/doc/html/rfc6749#section-4.1.2 )
2025-01-13 11:05:37 +11:00
Mythie
723e1b4ea2
fix: include all template meta in findTemplates
2025-01-13 09:34:23 +11:00
David Nguyen
08a69c6168
fix: pending document edit ( #1580 )
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Fix issue where you cannot edit a pending document when there is a CCer
recipient.
2025-01-11 22:31:59 +11:00
David Nguyen
948d9c24cf
fix: broken direct template webhook ( #1579 )
2025-01-11 21:42:33 +11:00
David Nguyen
ebbe922982
feat: add template and field endpoints ( #1572 )
2025-01-11 15:33:20 +11:00
Timur Ercan
6520bbd5e3
Update FEATURES
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chore: typo
2025-01-10 14:25:39 +01:00
Ephraim Duncan
f707e5fb10
fix: update template field schema ( #1575 )
...
Co-authored-by: Lucas Smith <me@lucasjamessmith.me >
2025-01-09 12:06:17 +11:00
