Commit Graph

733 Commits

Author SHA1 Message Date
5df1a6602e fix: refactor search routes (#1529)
Refactor find endpoints to be consistent in terms of input and output.
2024-12-11 19:39:50 +09:00
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
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
a88ae1cc1e chore: extract translations 2024-12-06 16:11:54 +09:00
904948e2bc fix: refactor trpc errors (#1511) 2024-12-06 16:01:24 +09:00
9f45fe62e4 fix: refactor teams router (#1500) 2024-12-05 22:14:47 +09:00
b17370c153 chore: reword some german translations to increase clarity (#1507) 2024-12-05 09:42:10 +11:00
8ec69388a5 fix: add document rejection webhook
Adds the document rejection webhook since it was missing.

Additionally, normalises and standardises the webhook body.
2024-12-04 14:35:20 +11:00
f3da11b3e7 fix: e2e tests failing due to same-site cookies 2024-12-04 14:33:21 +11:00
fc84ee8ec2 fix: use default nextauth logic for secure cookies 2024-12-03 21:35:09 +11:00
2aae7435f8 fix: auth cookies across iframes (#1501) 2024-12-03 15:28:30 +11:00
bdd33bd335 feat: signing volume (#1358)
adds a signing volume and leaderboard section to the admin panel
2024-12-03 11:27:22 +11:00
f27d0f342c fix: putPdfFile to always include file extension 2024-12-02 22:06:53 +11:00
62806298cf fix: wrong signing invitation message (#1497) 2024-12-02 07:47:11 +11:00
b27fd800ed fix: add distribution settings to external api 2024-11-29 14:10:48 +11:00
98d85b086d feat: add initial api logging (#1494)
Improve API logging and error handling between client and server side.
2024-11-28 16:05:37 +07:00
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
fa33f83696 feat: download doc without signing certificate (#1477)
## Description

I added the option of downloading a document without the signing
certificate for teams. They can disable/enable the option in the
preferences tab.

The signing certificate can still be downloaded separately from the
`logs` page.
2024-11-25 15:47:26 +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
1f3a9b578b chore: add translations (#1485)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

## Release Notes

- **New Features**
- Enhanced German, Spanish, French, and Polish translations for various
document management and marketing phrases.

- **Improvements**
- Updated translations for clarity and accuracy across multiple
languages, including user notifications and document actions.
- Added new translation entries to improve user experience and
localization in the Documenso application.

- **Chores**
- Updated revision dates in translation files to reflect recent changes.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2024-11-20 23:00:59 +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
57ad7c150b chore: add translations (#1474) 2024-11-18 08:40:25 +11:00
08a446fefd feat: support windows for 2fa tokens (#1478)
## Description

When using 2fa enabled authentication on direct templates we run into an
issue where a 2fa token has been attached to a field but it's submitted
at a later point.

To better facilitate this we have introduced the ability to have a
window of valid tokens.

This won't affect other signing methods since tokens are verified
immediately after they're entered.

## Related Issue

N/A

## Changes Made

- Updated our validate2FAToken method to use a window based approach
rather than the default verify method.

## Testing Performed

- Created a series of tokens and tested upon different intervals and
windows to confirm functionality works as expected.
2024-11-16 09:17:45 +11:00
876803b5db fix: handle team invites being accepted but not added 2024-11-15 13:27:36 +11:00
5398026b80 feat: signature rejection (#1472)
## Description

Adds support for rejecting a given document informing the document
owner.

Flows for resolving a rejection don't currently exist so it's up to the
document owner to reach out to the recipient and work out a way to move
forward via a new document or offline agreement.

## Related Issue


## Changes Made

- Added new rejection properties to the recipient schema
- Added API endpoints to support rejection
- Added email templates for notifying the document owner and recipient
- Added a dialog on the signing page to start the rejection flow.

## Testing Performed

- Manually tested the flow end to end
- Automated tests are planned
2024-11-14 21:37:42 +11:00
5a6e031c90 chore: add translations (#1463) 2024-11-12 15:50:22 +07:00
5d7a979baf chore: add translations (#1461) 2024-11-12 13:00:56 +07:00
552825b79e chore: extract translations 2024-11-12 12:37:34 +07:00
786566bae4 fix: certificate translations (#1460)
## Description

Currently certificate translations on production sometimes does not show
the required language.

This could not be replicated when creating certificates on staging
(Browserless.io) and local development (Chromium), which means this fix
ultimately cannot be tested unless on live.

This is an attempt to fix it by isolating the certificate generation
into it's own context, and applying a cookie to define the required
language.

This fix is based on the assumption that there is some sort of error
which pushes the certificate to be generated on the client side, which
ultimately will render in English due to constraints on nextjs.

## Changes Made

- Apply language into cookie instead purely dynamically on SSR
- Minor unrelated fixes

## Testing Performed

Tested to ensure certificates could still be generated
2024-11-12 15:26:14 +11:00
cb23357b42 fix: document url in the command menu search (#1453) 2024-11-12 00:12:15 +07:00
e3b7ec82a3 chore: add translations (#1451) 2024-11-08 23:06:57 +11:00
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
451723a8ab chore: extract translations 2024-11-08 00:34:25 +09:00
9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
61ea4971ad fix: custom team email subject (#1450)
Fixed issue where custom email subjects for teams were being ignored.
2024-11-06 22:16:31 +09:00
ffc61af904 chore: extract translations 2024-11-06 22:03:51 +09:00
efbe94aea8 feat: add signing link copy (#1449) 2024-11-06 21:34:06 +09:00
927a24249c chore: add translations (#1444) 2024-11-05 18:53:33 +09:00
a50c758b07 chore: extract translations 2024-11-05 18:26:09 +09:00
cc249357b3 feat: add certificate translations (#1440)
Add translations for audit logs and certificates.
2024-11-05 18:25:23 +09:00
011dabcc04 chore: extract translations 2024-11-05 17:37:05 +09:00
4fa6dc1e21 feat: add template page (#1395)
Add a template page view to allow users to see more details about a
template at a glance.
2024-11-05 17:36:30 +09:00
dc5723c386 chore: add i18n lang to document deleted email 2024-11-05 13:44:00 +11:00
c57d1dc55d chore: add translations (#1443)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2024-11-05 13:07:55 +11:00
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
885349ad94 fix: missing signing order when using templates (#1425) 2024-11-03 20:17:41 +09:00
28514ba2e7 fix: duplicate templates (#1434) 2024-11-01 21:29:38 +11:00
8aa6d8e602 chore: add translations (#1433) 2024-11-01 13:22:51 +09:00