Commit Graph

9 Commits

Author SHA1 Message Date
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
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
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
3a32bc62c5 feat: initial document audit logs implementation (#922)
Added initial implementation of document audit logs.
2024-02-12 12:04:53 +11:00
32633f96d2 feat: dateformat and timezone customization (#506) 2023-12-27 14:05:49 +11:00
31a9127c9e feat: templates 2023-12-14 12:24:56 +11:00
2068d980ff feat: allow for the deletion of any document (#711)
Allow for the deletion of any document with notifications of document cancellation for pending documents.
2023-12-06 11:11:51 +11:00
39c01f4e8d fix: remove server actions (#684) 2023-12-02 09:38:24 +11:00
7a705e3b81 feat: document authoring 2023-11-06 13:01:09 +11:00