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.
## 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
## Description
Show a dialog when the document has signers with no signature fields
placed.
## Changes Made
Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.
## 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.
https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.
- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.
- **Bug Fixes**
- Improved async signing process for better efficiency and control.
- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.
- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: David Nguyen <davidngu28@gmail.com>
## Description
Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.
## General outline
This works by allowing the template owner to configure a "direct
recipient" in the template.
When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:
- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed
## Notes
There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
## 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
## Description
Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.
## Changes Made
- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents
- Remove ability to copy signing tokens unless document is pending
<!-- This is an auto-generated comment: release notes by coderabbit.ai
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## Summary by CodeRabbit
- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.
- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Changes Made
- Refactor/optimise tests
- Reduce flakiness
- Add parallel tests (if there's enough CPU capacity)
- Removed explicit worker count when running parallel tests. Defaults to
50% of CPU capacity.
Might want to consider sharding the test across runners in the future as
our tests grows.
## Description
Add support for teams which will allow users to collaborate on
documents.
Teams features allows users to:
- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents
These changes do NOT include the following, which are planned for a
future release:
- Team templates
- Team API
- Search menu integration
## Testing Performed
- Added E2E tests for general team management
- Added E2E tests to validate document counts
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] 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.
