Commit Graph

452 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
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
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
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
a0ace803cf fix: admin signing page crash 2025-03-12 16:53:09 +11:00
63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
65be37514f fix: prefill fields (#1689)
Users can now selectively choose which properties to pre-fill for each
field - from just a label to all available properties.
2025-03-07 09:09:15 +11:00
0df29fce36 fix: invalid request body (#1686)
Fix the invalid request body so the webhooks work again.
2025-03-06 19:47:24 +11:00
422770a8c7 feat: allow fields prefill when generating a document from a template (#1615)
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +11:00
deea99d865 feat: search by externalId 2025-02-25 20:07:47 +11:00
c1c7cfaf8b chore: cleanup 2025-02-25 16:37:36 +11:00
483d7caef7 feat: allow document rejection in embeds (#1662) 2025-02-21 01:27:03 +11:00
139bc265c7 fix: migrate billing to RR7 2025-02-21 01:16:23 +11:00
991ce5ff46 fix: update teams API tokens logic 2025-02-21 00:34:50 +11:00
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
ebc2b00067 fix: add sign up hook 2025-02-13 20:21:23 +11:00
c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00
0f50110853 fix: create global settings on team creation (#1601)
The global team settings weren't created when creating a new team.

## Changes Made

The global team settings are now created when a new team is created.
2025-02-13 18:47:59 +11:00
b0f8c83134 chore: add cancelled webhook event (#1608) 2025-02-13 18:47:43 +11:00
b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00
9db42accf3 feat: add text align option to fields (#1610)
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
2025-02-13 18:28:33 +11:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
723e1b4ea2 fix: include all template meta in findTemplates 2025-01-13 09:34:23 +11:00
08a69c6168 fix: pending document edit (#1580)
Fix issue where you cannot edit a pending document when there is a CCer
recipient.
2025-01-11 22:31:59 +11:00
948d9c24cf fix: broken direct template webhook (#1579) 2025-01-11 21:42:33 +11:00
ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
6fc5e565d0 fix: add document visibility to template (#1566)
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
4fab98c633 feat: allow switching document when using templates (#1571)
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.
2025-01-07 16:13:35 +11:00
08d3d6a80a fix: improve recipient status display
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.
2024-12-31 14:54:19 +11:00
22fd1b5be1 fix: default to user timezone (#1559)
Passes the timezone of the user uploading the document/template via the
UI to the server.

If the user uploads a document/template via the API and doesn't set a
timezone, it defaults to `Etc/UTC`.
2024-12-31 10:27:24 +11:00
df33fbf91b feat: admin ui for disabling users (#1547) 2024-12-30 14:45:33 +11:00
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
a1a2d0801b feat: notify owner when a recipient signs (#1549) 2024-12-26 22:04:13 +11:00
74382e21e7 feat: add get recipient route (#1553) 2024-12-26 17:25:14 +11:00
fc1f76b543 fix: checkbox logic (#1537)
## 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. -->
2024-12-23 12:06:47 +02:00
390a317bd3 fix: normalize pdf on the server 2024-12-18 08:14:14 +11:00
2245812f0b fix: document visibility logic (#1521)
Update the logic of document visibility logic and added some tests &
updated some existing ones.
2024-12-16 09:10:40 +02:00
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
7d201f05d9 fix: admin leaderboard query (#1522)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-12-13 15:50:52 +11:00
4ad46b81c9 fix: prevent hidden layers from being toggled in pdf viewers (#1528)
https://github.com/user-attachments/assets/e10194ca-212b-40ee-b9a1-85ef54829a40

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-12-13 14:19:55 +11:00