Commit Graph

354 Commits

Author SHA1 Message Date
dd162205fa fix: prevent accidental signatures (#1515)
![CleanShot 2024-12-06 at 03 30
39](https://github.com/user-attachments/assets/d47dc820-f19d-43b7-a60d-914fc9ab24b8)

![CleanShot 2024-12-06 at 03 32
34](https://github.com/user-attachments/assets/0db98735-8c91-469b-873c-adb19d0fff7b)
2024-12-08 14:17:58 +11:00
9f45fe62e4 fix: refactor teams router (#1500) 2024-12-05 22:14:47 +09:00
ed6157de80 feat: upload signature as img (#1496)
Allow users to upload their signature as an image.

https://github.com/user-attachments/assets/375faad2-f0db-4f44-83d2-d969c5ab4442
2024-12-04 23:22:18 +11:00
ab654a63d8 chore: enable typed signature by default (#1436)
Enable typed signature by default and also add the option to set a typed
signature in the profile page.
2024-11-26 21:03:44 +11:00
b15e1d6c47 feat: support whitelabelling in the embedding (#1491)
## Description

Adds support for customising the theme and CSS for the embedding
components which is restricted to platform customers and above.

Additionally adds proper support for the platform plan which will let us
update our stripe products.

<img width="1040" alt="image"
src="https://github.com/user-attachments/assets/f694cd1e-ac93-4dc0-9f78-92fa813f6404">
<img width="1015" alt="image"
src="https://github.com/user-attachments/assets/4209972a-b2bd-40c9-9049-0367382a4de5">
<img width="1065" alt="image"
src="https://github.com/user-attachments/assets/fdbaaaa5-a028-4b1d-a58a-ea6224e21abe">


## Related Issue

N/A

## Changes Made

- Added support for using CSS Vars and CSS within the embedding route
- Added a guard for platform and enterprise plans to activate the custom
css
- Added support for the platform plan

## Testing Performed
Yes
2024-11-25 15:47:00 +11:00
83e7a3c222 fix: improve field sizing (#1486)
## Description

Allows for smaller field sizing in addition to improving our styling
when displaying labels on smaller fields.

This is the minimum currently supported field size until we perform a
more extensive refactor of our current drag and drop system.

## Related Issue

Reported via support channels

## Changes Made

- Updated our minimum size constraints
- Attempted to add a general autosizing component for text and failed
- Updated styling in a bunch of places to use the css `clamp()` method
for dynamic sizing.
2024-11-20 22:49:30 +11:00
9ef8b1f0c3 feat: automatically sign fields in large documents (#1484)
## Description

Adds a dialog that will display when a certain field threshold is
reached asking the user if they would like to sign non-critical fields
such as name, date, initials, and email with information that is already
available.

This has not been added to direct templates since we would often not
have all the pre-requisite knowledge since users are mostly anonymous.
Additionally, this has not been added to the embedding view since it may
detract from the experience for some.

Will not prompt the user if there is action authentication on the
document.

See the below demo:


https://github.com/user-attachments/assets/71739b5c-1323-4da9-89fd-a1145c9714d5

## Related Issue

#1281 (Older PR relating to the feature)

## Changes Made

- Added a new auto-sign dialog that will automatically trigger once
certain criteria is met.

## Testing Performed

- Tested that the dialog displays when the threshold is met
- Tested that the dialog is hidden when the threshold is not met
- Tested that the messaging during errors is correct
- Tested that the dialog does not display when 2FA or Passkeys are
required
2024-11-20 10:59:09 +11:00
9bdd5c31cc fix: sort recipients for template with signing order (#1468) 2024-11-18 15:54:51 +07:00
bcc3b70335 fix: errors moving fields (#1429) 2024-11-12 15:49:31 +07:00
23a0537648 feat: add global settings for teams (#1391)
## Description

This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.

### Include Sender Details

If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:

> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"

Otherwise, the email will say:

> "Example Team" has invited you to sign "document.pdf"

### Default Document Visibility

This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only

If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"

Otherwise, if there is a default document visibility value, it uses that
value.

#### Gotcha

To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
  * Similar to the other scenarios.

* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.

* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".

## Testing Performed

Tested it locally.
2024-11-08 22:50:49 +11:00
f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
efbe94aea8 feat: add signing link copy (#1449) 2024-11-06 21:34:06 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
28514ba2e7 fix: duplicate templates (#1434) 2024-11-01 21:29:38 +11:00
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
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
e0c948c2ac feat: add custom font sizes to fields (#1376)
Adds custom font sizes to fields

https://github.com/user-attachments/assets/1473a4d7-8dc6-4ead-acf5-dd78be7782a0
2024-10-16 16:05:41 +11:00
d40ed94b74 feat: highlight problematic fields (#1330) 2024-10-08 21:55:20 +11:00
318149fbf3 chore: field fonts (#1350)
Before
![CleanShot 2024-09-16 at 12 25
44](https://github.com/user-attachments/assets/9ca7672d-b132-4c24-80b0-03fa13822e50)


After
![CleanShot 2024-09-16 at 12 24
07](https://github.com/user-attachments/assets/9e17b025-8064-4151-a9e2-817108b8da2a)


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

## Summary by CodeRabbit

- **New Features**
- Introduced a new font style for signature fields, enhancing visual
distinction.
	- Increased text size for signature fields to improve prominence.

- **Bug Fixes**
- Adjusted the text size for signature display on larger screens for
better visual hierarchy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-02 17:45:16 +10:00
5f19dcf25c fix: dateformat bug (#1372)
## Description

It used the wrong property for finding the document's dateFormat in the
`DATE_FORMATS` array.


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

## Summary by CodeRabbit

- **New Features**
- Improved date format selection in the settings form to ensure accurate
formatting based on value.
- Default timezone now automatically set to the user's local timezone
for better user experience.

- **Bug Fixes**
- Corrected initialization of the timezone field to enhance form
accuracy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-02 17:42:15 +10:00
ddee8a8272 feat: allow editing pending documents (#1346)
## Description

Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.

A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document

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

## Release Notes

- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
  - Enhanced French translations for improved user interaction.

- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.

- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-09-20 13:58:21 +10:00
b7c3deb6cd chore: smaller text in signature pad (#1351) 2024-09-18 10:44:12 +10:00
7644c0d855 feat: support smaller field bounds (#1344)
Currently this won't always display super well since
our insertion solution isn't amazing but our current
minimum bounds within the UI are a bit large and can be
smaller.

This change makes it smaller and uses container queries to
support dynamically displaying labels based on the container
size.
2024-09-17 00:29:42 +10:00
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
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
357bdd374f feat: add language switcher (#1337)
## Description

Web changes:

- Enabled i18n for web
- Add option to change language in command menu
- Add option to change language in menu-switcher

Web and marketing changes:

- Stop setting 'en' preference into cookie if the user's language is not
supported
- Dropped middleware changes
- Rotated cookie from 'i18n' to 'language'

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

## Summary by CodeRabbit

- **New Features**
- Introduced a language switcher in the footer for improved language
selection.
	- Added dynamic language change functionality in the command menu.
- Implemented a dropdown menu item for quick access to the language
switcher.

- **Bug Fixes**
- Resolved issues related to language change notifications and state
management.

- **Translations**
- Added new translation entries for improved language support, including
"Search languages..." in English and German.
	- Updated existing translations to enhance clarity and accuracy.

- **Chores**
	- Simplified internationalization handling in middleware.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-11 13:22:43 +10:00
77da7847d9 fix: template with empty advanced fields (#1339)
Templates can be created and sent with advanced fields that have empty
values. That will cause an error when the user tries to sign the
document.

For example, you can create a template with a checkbox field and save
it. Then, you can click the "Use template" button and send the document
by clicking "Send document." However, this shouldn't be possible if the
advanced field doesn't have any values.
2024-09-10 16:23:16 +10:00
f6f893fbf7 fix: prefill advanced field settings in templates (#1332)
## Description

Seems like I was overconfident in #1323 and I did not test properly.
Currently, the advanced settings for a field in a **template** is not
pre-filled with the current fieldMeta, although it is correctly
pre-filled in a **draft document** (That's probably where I messed up my
testing).

In this PR, I propose to directly use the fieldMeta provided by the
field prop in `FieldAdvancedSettings`, instead of multiplying tRPCs to
request the fieldMeta while we already have it.

I apologize for the wasted time in reviewing my previous PR which was
only correcting the display of the field label in the template view.

## Testing Performed

- This time, I correctly checked that the advanced settings for a field
is correctly pre-filled both in a document draft and in a template.
- `npm run build` builds correctly.
2024-09-10 13:22:03 +10:00
ad135b72d8 feat: marketing cta (#1335)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [ ] 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.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->


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

## Summary by CodeRabbit

- **New Features**
- Introduced a new `CallToAction` component to enhance user engagement
in the self-hosting documentation.
- Added interactive call-to-action elements in the self-hosting
documentation pages to guide users towards specific actions.

- **Documentation**
- Updated self-hosting documentation to include the new call-to-action
feature, improving usability and interactivity.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-10 12:42:12 +10:00
3f82720383 feat: allow recipient to select signature color (#1325)
Allow users to select a colour for the signature. The allowed colours
are black, white, red, blue, and green.
2024-09-06 15:23:34 +10:00
ad4cff937d fix: show the existing field meta when editing a template fields (#1323)
Fixes #1259. I literally just used the exact same line of code than from
the document page so it is consistent.

The bug is extremely frustrating because if you make change to the
fields meta on the template and refresh the page, you can't see field
meta (label, default value, required), and neither do your co-workers.

Of course, I tested the change and it now displays correctly the
existing field meta on the template page.
2024-09-05 14:10:17 +10:00
a1a8a174bf feat: embed signing experience (#1322) 2024-09-04 23:13:00 +10:00
210081c520 fix: a grammer error (#1316)
## Description

<!--- Describe the changes introduced by this pull request. -->
In this PR, I've fixed a small grammar error.

## Related Issue

Fixes: #1315 

## Changes Made

It replaces `"wont"` with `"won't"` and `"Only your signing experience
is"` with `"Only your signing experience will be"`

## 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.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.


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


- **Bug Fixes**
- Updated text in the Document Share Button for enhanced clarity and
grammatical accuracy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: ajeet <109718740+ajeetcode@users.noreply.github.com>
2024-09-03 13:16:14 +03:00
fd7c1fea1c chore: upgrade next (#1300) 2024-09-03 09:48:54 +10:00
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
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
06c0a50401 feat: copy and paste fields (#1193)
Adds keyboard shortcuts for copying and pasting fields, additionally adds the ability
to duplicate a field via the UI.
2024-08-20 13:32:53 +10:00
29910ab2a7 feat: add initials field type (#1279)
Adds a new field type that enables document recipients to add
their `initials` on the document.
2024-08-12 23:29:32 +10:00
909c38f47e fix: fields name/label on dark mode (#1242)
Updates the dark mode styling for field editing to improve readability.
2024-07-31 23:07:39 +10:00
a9025b5d97 fix: use native URL parser instead of wrong regex (#1206)
Updates the current regex based approach for validating redirect urls to 
instead use the native URL constructor which is available in browsers and 
Node.js and handles several valid cases that were previously not working.
2024-07-31 15:26:05 +10:00
4b485268ca fix: dateformat api bug (#1238)
Fixes support for date formats when using the API
2024-07-30 16:13:22 +10:00
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
71a8a3eaa6 chore: rename "none" document access to "no restrictions" (#1138)
## Description

Renames the "None" document access option to "No restrictions".
2024-07-29 12:40:36 +10:00
1028184cf2 feat: initial i18n marketing implementation (#1223)
## Description

This PR introduces an initial i18n implementation using
[Lingui](https://lingui.dev).

We plan to combine it with Crowdin which will provide AI translations
when PRs are merged into main.

We plan to rollout i18n to only marketing for now, and will review how
everything goes before continuing to introduce it into the main
application.

## Reasoning

Why not use i18n-next or other alternatives?

To hopefully provide the best DX we chose Lingui because it allows us to
simply wrap text that we want to translate in tags, instead of forcing
users to do things such as:

- Update the text to `t('some-text')`
- Extract it to the file
- The text becomes a bit unreadable unless done correctly

Yes, plugins such as i18n-ally and Sherlock exist to simplify these
chores, but these require the user to be correctly setup in vscode, and
it also does not seem to provide the required configurations for our
multi app and multi UI package setup.

## Super simple demo

```html
// Before
<p>Text to update</p>

// After
<p>
  <Trans>Text to update</Trans>
</p>
```

## Related Issue

Relates to #885 but is only for marketing for now.

Another branch is slowly being prepared for the changes required for the
web application while we wait to see how this goes for marketing.

## Changes Made

Our configuration does not follow the general standard since we have
translations that cross:
- Web app
- Marketing app
- Constants package
- UI package

This means we want to separate translations into:
1. Marketing - Only translations extracted from `apps/marketing`
2. Web - Only translations extracted from `apps/web`
3. Common - Translations from `packages/constants` and `packages/ui`

Then we bundle, compile and minify the translations for production as
follows:
1. Marketing = Marketing + Common
2. Web = Web + Common

This allows us to only load the required translations when running each
application.

Overall general changes: 
- Add i18n to marketing
- Add core i18n setup to web
- Add pre-commit hook and GH action to extract any new <Trans> tags into
the translation files

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


- **New Features**
- Added Romanian localization for marketing messages to improve
accessibility for Romanian-speaking users.
- Introduced German and English translation modules and PO files to
enhance the application's internationalization capabilities.
- Integrated internationalization support in the RootLayout component
for dynamic language settings based on server-side configurations.
- Enhanced the Enterprise component with translation support to adapt to
user language preferences.
- Added a `<meta>` tag to prevent Google from translating the page
content, supporting internationalization efforts.

- **Bug Fixes**
- Resolved minor issues related to the structure and accessibility of
translation files.

- **Chores**
- Updated project dependencies to support the new localization features
and ensure stability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-07-26 14:56:42 +10:00
f8349bb927 chore: add new colors (#1224)
Adds the colors from our design system revamp into our current CSS vars to be used
at a later point.
2024-07-23 14:51:37 +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
22c02aac02 feat: avatar images 2024-06-27 21:50:42 +10:00
5b4e6e530b Merge branch 'main' into feat/public-profiles 2024-06-27 12:10:45 +10:00