Commit Graph

2024 Commits

Author SHA1 Message Date
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
419bc02171 docs: prefill fields (#1688) 2025-04-04 00:03:37 +11:00
5e4956f3a2 fix: zero month addition (#1733)
- Add zero month at the begining of each metric on the open page
2025-04-01 11:12:41 +00:00
da71613c9f v1.10.0-rc.4 2025-03-31 20:02:22 +11:00
4d6efe091e fix: pass document meta to readonly field component (#1737)
## Description

Previously we weren't passing the DocumentMeta to our readonly field
component which is used for displaying completed fields by other
recipients.

Due to this dates that were not using the default format were displaying
as invalid date adding confusion to the signing process.

## Related Issue

Reported via support email.

## Changes Made

- Pass the document meta to the readonly field component.
- Support showing completed fields within the embedding UI.

## Testing Performed

- Manual testing
2025-03-31 17:14:56 +11:00
7e6ac4db40 fix: direct template redirects (#1727) 2025-03-28 14:45:54 +11:00
a87af910c7 v1.10.0-rc.2 2025-03-28 01:50:59 +11:00
ac3deb113e chore: update ci 2025-03-27 22:49:59 +11:00
c82388c40a fix: remove console.log embed document completed (#1723) 2025-03-25 16:36:52 +02:00
31be548939 fix: duplicate webhook calls on document complete (#1721)
Fix webhooks being sent twice due to duplicate frontend calls

Updated the assistant confirmation dialog so the next signer is always
visible (if dictate is enabled). Because if the form is invalid (due to
no name) there is no visual queue that the form is invalid (since it's
hidden)

## Notes

Didn't bother to remove the weird assistants form since it currently
works for now


![image](https://github.com/user-attachments/assets/47910fec-e05e-486a-a61d-16078d948893)

## Tests

- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
231f51bd1f v1.10.0-rc.1 2025-03-22 17:34:33 +11:00
a8de8368a2 fix: hide powered by on certificate for platform documents 2025-03-22 12:04:08 +11:00
7dd331addf fix: allow blank rejection reasons 2025-03-22 12:01:18 +11:00
c6743a7cec v1.10.0-rc.0 2025-03-22 03:23:23 +11:00
efbc097191 fix: unblock last signer when using dictation 2025-03-22 02:34:12 +11:00
f1525991dc feat: dictate next signer (#1719)
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
2025-03-21 13:27:04 +11:00
d422ffa873 chore: add terms and privacy policy link (#1707) 2025-03-19 19:29:09 +11:00
67bbb6c6f4 fix: autosigning fields with direct links (#1696)
## Description

The changes in `sign-direct-template.tsx` automatically fill in field
values for text, number, and dropdown fields when default values are
present or if the fields are read-only. In `checkbox-field.tsx`, the
changes fix the checkbox signing by checking if the validation is met
and improving how it saves or removes checkbox choices.

## Testing Performed

I tested the code locally with a variety of documents/fields.

## Checklist

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

- [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.
2025-03-13 11:18:01 +02:00
63a4bab0fe feat: better document rejection (#1702)
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.
2025-03-13 15:08:57 +11:00
9f17c1e48e fix: adjust desktop nav search button width and spacing (#1699) 2025-03-13 10:52:01 +11:00
44cdbeecb4 fix: improve layout and truncate document information in logs page (#1656) 2025-03-12 16:31:03 +11:00
8d6bf91d12 fix: persist theme cookie for a much longer time (#1693) 2025-03-12 16:09:37 +11:00
c646afcd97 fix: tests 2025-03-09 15:10:19 +11:00
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
aa7d6b28a4 docs: Update documentation to match reality. colorPrimary, colorBackground,… (#1666)
Update documentation to match reality. colorPrimary, colorBackground,
and borderRadius do not exist according to the schema:
280251cfdd/packages/react/src/css-vars.ts
2025-03-09 14:38:51 +11:00
b990532633 fix: remove refresh on focus 2025-03-08 15:30:13 +11:00
ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
083a706373 fix: duplex and 2fa refresh 2025-03-04 11:41:38 +11:00
db326cb4a9 fix: posthog reverse proxy 2025-03-04 10:48:19 +11:00
d664f571d6 fix: posthog reverse proxy 2025-03-04 10:46:59 +11:00
7c38970ee8 fix: update error logging 2025-03-04 01:41:39 +11:00
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
e79d762710 chore: add label for checkbox and radio fields (#1607) 2025-03-03 13:46:29 +11:00
d970976299 fix: remove auto-expand in embeddding 2025-02-28 14:46:15 +11:00
ad520bb032 fix: remove oauth from embeds 2025-02-27 14:08:59 +11:00
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
6474b4a524 fix: add preferred team middleware 2025-02-26 19:42:42 +11:00
5b4db51051 fix: react-pdf canvas build 2025-02-26 18:39:21 +11:00
cf58c80e31 fix: handle empty field meta for checkboxes 2025-02-26 15:30:51 +11:00
11dbb8873e docs: add the v2 api staging base url (#1671) 2025-02-26 15:30:32 +11:00
bc7907271b fix: unbreak build for docker 2025-02-25 21:46:51 +11:00
9b376d34cf feat: add stripe dev cli 2025-02-25 21:22:28 +11:00
3328074f51 fix: early adopters can use platform features 2025-02-25 20:07:40 +11:00
5e69665e00 fix: rr7 github build 2025-02-25 16:52:10 +11:00
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
7e8955b89c fix: add posthog error monitor 2025-02-25 15:14:45 +11:00
cedd5e87b1 chore: update API documentation 2025-02-25 02:36:08 +11:00
5255e8671f chore: refactor pdf worker loader 2025-02-24 21:47:06 +11:00
d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00