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384 Commits

Author SHA1 Message Date
Ephraim Atta-Duncan
d4baab195c fix: build errors 2024-10-23 12:58:47 +00:00
Ephraim Atta-Duncan
1bcea63a68 fix: merge conflicts 2024-10-23 12:43:55 +00:00
Ephraim Duncan
4a6238dc52 chore: show signing order when creating a document from template (#1410) 
### Templates without signing order
![CleanShot 2024-10-18 at 01 27
24@2x](https://github.com/user-attachments/assets/222181e4-25a8-409b-aa8b-8452ddd32f6b)


### Template with signing order
![CleanShot 2024-10-18 at 01 26
12@2x](https://github.com/user-attachments/assets/bcee6213-20b5-44d8-90ed-881825f49756)
 2024-10-23 10:20:27 +11:00
Ephraim Duncan
1a73c68d07 fix: close direct link dialog when you click on save (#1412) 2024-10-21 15:33:21 +11:00
Catalin Pit
1a9dcadba5 feat: add typed signature (#1357) 
Add the ability to insert typed signatures.

Once the signature field is placed on the document, a checkbox appears
in the document editor where the document owner can allow signers to add
typed signatures. Typed signatures are disabled by default.

![CleanShot 2024-09-30 at 14 57
54](https://github.com/user-attachments/assets/c388abb5-bcb1-49d0-aad8-9148c3020420)
 2024-10-18 14:25:19 +11:00
Ephraim Duncan
7929e2f841 Merge branch 'main' into signing-volume 2024-10-16 14:12:18 +00:00
Catalin Pit
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
Catalin Pit
e736261056 fix: show the full count of documents (#1382) 
![doc-count](https://github.com/user-attachments/assets/aad4fe92-e2d8-4b78-ac93-5f6ada73b03a)

A client requested it, and it makes sense showing the full count.

This is how it was before.

![CleanShot 2024-10-04 at 08 47
16@2x](https://github.com/user-attachments/assets/bd4c97a5-1805-4faa-bae7-feeb932ed614)


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

## Summary by CodeRabbit

- **New Features**
- Updated document status tab counts to display actual numbers without
capping at 99 or using '+' symbols.

- **Bug Fixes**
- Improved clarity and accuracy of document status counts in the user
interface.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
 2024-10-04 16:07:20 +10:00
Ephraim Atta-Duncan
a274e9b75a feat(leaderboard): add Stripe subscription link to customer names 
This commit enhances the leaderboard by adding a clickable link to each
customer's name, which directs to their Stripe subscription page. It also
removes the ID column and includes the planId in the signing volume data
for improved user experience and easier access to subscription details.
 2024-09-26 11:26:31 +00:00
Ephraim Atta-Duncan
89154e6230 chore: minor fixes 2024-09-19 14:27:05 +00:00
Ephraim Atta-Duncan
087d8bf150 fix: sort table 2024-09-19 14:07:13 +00:00
Ephraim Atta-Duncan
894e857826 chore: leaderboard table 2024-09-19 13:08:29 +00:00
Ephraim Atta-Duncan
670393d0d0 chore: leaderboard table 2024-09-19 10:41:20 +00:00
Ephraim Atta-Duncan
08d94cf2b2 chore: add initial query 2024-09-17 16:04:13 +00:00
Catalin Pit
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
Ajeet Pratap Singh
f7a20113e5 fix: fix passkeys page-breaking error (#1348) 2024-09-16 22:57:31 +10:00
Ephraim Duncan
3d644db286 feat: signing order (#1290) 
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
 2024-09-16 22:36:45 +10:00
David Nguyen
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
Catalin Pit
15efc6c36d fix: broken pages by translation tags (#1312) 2024-08-28 17:58:56 +10:00
David Nguyen
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
David Nguyen
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
Catalin Pit
0244f021ab fix: download audit log certificate (#1268) 
Previously, it wasn't possible to download an audit log of a document
uploaded by another user because the function used the ID of the user
making the request to retrieve the document. However, the document
uploaded by another user has that user's ID, not the ID of the user
making the request.
 2024-08-09 12:19:48 +10:00
emmpaz
1beb434a72 fix: limits syncing issue (#1195) 
Exposes `refreshLimits()` to be able to keep the limit in sync when
deleting/creating a document.
 2024-07-31 22:57:27 +10:00
rhit-daviscl
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
Ephraim Duncan
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
Chirag Chandrashekhar
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
Timur Ercan
f26449c6bf chore: links new docs (#1233) 
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Added "Documentation" and "Support" links to the footer for enhanced
resource accessibility.
    - Updated the "Changelog" link position for improved navigation.
- **Bug Fixes**
- Replaced dynamic URL handling with a direct link to API documentation
for clarity and consistency.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
 2024-07-22 14:12:39 +02:00
Mythie
ae5ae111a6 chore: update failing tests 2024-07-22 20:52:17 +10:00
Catalin Pit
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
Lucas Smith
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
Ephraim Duncan
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
Ephraim Duncan
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
Ephraim Duncan
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
Ephraim Duncan
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
Lucas Smith
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
Mythie
22c02aac02 feat: avatar images 2024-06-27 21:50:42 +10:00
David Nguyen
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
Lucas Smith
5b4e6e530b Merge branch 'main' into feat/public-profiles 2024-06-27 12:10:45 +10:00
Ephraim Duncan
db827b749d Merge branch 'main' into admin/stats 2024-06-25 15:06:27 +00:00
Catalin Pit
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
Ephraim Duncan
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
Ephraim Duncan
c470e4d516 Merge branch 'main' into admin/stats 2024-06-13 05:47:17 +00:00
Ephraim Atta-Duncan
1bbfd9d0f3 fix: remove redundant cards 2024-06-13 05:46:34 +00:00
Lucas Smith
cfb52161d9 Merge branch 'main' into feat/public-profiles 2024-06-13 15:20:26 +10:00
Mythie
e62fa6cc92 fix: update plans on the billing page 2024-06-12 21:33:17 +10:00
David Nguyen
cd8c42914f fix: add tooltip 2024-06-10 20:07:32 +10:00
David Nguyen
5514dad4d8 feat: add public profiles 2024-06-06 15:28:02 +10:00
David Nguyen
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
Ephraim Atta-Duncan
3b2d184f05 chore: custom tooltip since it's hiding values under other charts 2024-05-29 08:26:58 +00:00
Lucas Smith
6e2363d48c Merge branch 'main' into fix/sealing-robustness 2024-05-23 15:11:23 +10:00