Commit Graph

73 Commits

Author SHA1 Message Date
2f86bb523b feat: add template enhancements (#1154)
## Description

General enhancements for templates.

## Changes Made

Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents

Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates

## Testing Performed

Added E2E tests for templates and creating documents from templates
2024-05-10 19:45:19 +07:00
d7a3c40050 feat: add general template enhancements (#1147)
## Description

Refactor the "use template" flow

## Changes Made

- Add placeholders for recipients
- Add audit log when document is created
- Trigger DOCUMENT_CREATED webhook when document is created
- Remove role field when using template
- Remove flaky logic when associating template recipients with form
recipients
- Refactor to use `Form` 

### Using template when document has no recipients

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c">

### Using template with recipients 

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9">

### Using template with the send option selected

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
2024-05-07 15:04:12 +07:00
64e3e2c64b fix: disable encrypted pdfs (#1130)
## Description

Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.

This PR disables uploading any documents that cannot be loaded as a
temporary measure.

**Note**
This is a client side only check

## Changes Made

- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong
2024-05-03 22:25:24 +07:00
345e42537a fix: include all document meta when using the public api 2024-04-29 12:42:22 +10:00
4b90adde6b feat: download completed docs via api (#1078)
## Description

Allow users to download a completed document via API.

## Testing Performed

Tested the code locally by trying to download both draft and completed
docs. Works as expected.

## Checklist

- [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.


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

- **New Features**
- Implemented functionality to download signed documents directly from
the app.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 18:04:11 +07:00
0f87dc047b fix: swagger documentation authentication (#1037)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit


- **Refactor**
- Enhanced the API specification generation process to include operation
IDs, security schemes, and security definitions more efficiently.


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

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-04-15 14:27:46 +07:00
08b693ff95 feat: add prefilling pdf form fields via api 2024-04-08 17:01:11 +07:00
df8d394c28 chore: updated to resolvedTheme
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-14 00:47:54 +05:30
cc483016d8 chore: updated styling
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-13 13:24:09 +05:30
025af6e9f4 chore: added eol
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-13 12:41:08 +05:30
e5497efe7c chore: updated dark mode styling
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-13 12:38:56 +05:30
27a69819f9 feat: added custom styling for swagger ui
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-13 09:49:31 +05:30
85885b5ad5 fix: api documentation errors on ssr 2024-03-01 14:54:41 +11:00
c7dac2f4de fix: update delete endpoint and add limits 2024-02-26 10:01:13 +11:00
2abcdd7533 feat: team api tokens 2024-02-22 13:39:34 +11:00
b9e5905469 feat: create from template 2024-02-20 19:46:18 +11:00
4c5b910a59 chore: add examples 2024-02-14 13:15:35 +11:00
1a82740d0f feat: support recipient roles 2024-02-12 15:16:09 +11:00
98df273ebc feat: add field and recipient endpoints 2024-02-08 16:58:44 +11:00
5a28eaa4ff feat: add recipient creation 2024-01-22 17:38:02 +11:00
b6aface982 chore: update api description 2024-01-19 16:59:48 +02:00
b28a7f9702 chore: add openapi 2024-01-19 16:55:16 +02:00
a1215df91a refactor: extract api implementation to package
Extracts the API implementation to a package so we can
potentially reuse it across different applications in the
event that we move off using a Next.js API route.

Additionally tidies up the tokens page and form to be more simplified.
2023-12-31 13:58:15 +11:00