Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.
## Related Issue
N/A
## Changes Made
- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
- Regular signing with dictation enabled
- Assistant role with dictation
- Parallel signing flow
- Disabled dictation state
## Testing Performed
- Added comprehensive e2e tests covering:
- Sequential signing with dictation
- Assistant role dictation
- Parallel signing without dictation
- Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.
## Related Issue
N/A
## Changes Made
- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.
## Testing Performed
- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
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.
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"
/>
N/A
- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion
- Ran manual tests using the debug mode
Adds the ability to upload a custom document when using a template.
This is useful when you have a given fixed template with placeholder
values that you want to decorate with Documenso fields but will then
create a final specialised document when sending it out to a given
recipient.
Improves the display of the recipients status when
distribution method is set to none.
Previously we had a ton of checks for sendStatus = SENT
which will never trigger when distributing manually causing
some confusion.
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.
This change reverts all that and leaves it with sensible defaults
across dark and light mode.
Adds a new `ownerDocumentCompleted` to the email settings that controls
whether a document will be sent to the owner upon completion.
This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.
Also adds a flag to the public `sendDocument` endpoint which will adjust
this setting while sendint the document for users who aren't using
`emailSettings` on the `createDocument` endpoint.
<!-- 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>
## 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.
## 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
## 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.
## 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
## 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
## Description
Adds user management capabilities to our current API. Allows for adding,
removing, listing and updating members of a given team using a valid API
token.
## Related Issue
N/A
## Changes Made
- Added an endpoint for inviting a team member
- Added an endpoint for removing a team member
- Added an endpoint for updating a team member
- Added an endpoint for listing team members
## Testing Performed
Tests were written for this feature request
Mythie
