Mythie
ab323f149f
fix: resolve issue with uploading templates
2025-05-03 09:23:17 +10:00
Mythie
516e237966
fix: resolve issue with uploading templates
2025-05-03 08:09:44 +10:00
Mythie
0931c472a7
fix: resolve issue with uploading templates
2025-05-03 07:38:48 +10:00
Catalin Pit
17370749b4
feat: add folders ( #1711 )
2025-05-02 02:46:59 +10:00
Lucas Smith
12ada567f5
feat: embed authoring part two ( #1768 )
2025-05-01 23:32:56 +10:00
Ephraim Duncan
bdb0b0ea88
feat: certificate qrcode ( #1755 )
...
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
Ephraim Duncan
f0dcf7e9bf
fix: signing volume query ( #1753 )
...
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
2025-04-24 16:14:38 +10:00
Ephraim Duncan
6540291055
feat: migrate webhook execution to background jobs ( #1694 )
2025-04-24 06:00:53 +00:00
David Nguyen
193325717d
fix: rework fields ( #1697 )
...
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows
## Changes
General changes:
- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"
Highlighted internal changes:
- Utilize native PDF fields to insert text, instead of drawing text
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set
⚠️ Multiline changes:
Multi line is enabled for a field under these conditions
1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT
## [BEFORE] Field UI Signing
## [AFTER] Field UI Signing
## [BEFORE] Signing a checkbox
## [AFTER] Signing a checkbox
## [BEFORE] What a 2nd recipient sees once someone else signed a
document
## [AFTER] What a 2nd recipient sees once someone else signed a document
## **[BEFORE]** Inserting fields
## **[AFTER]** Inserting fields
## Overflows, multilines and field alignments testing
Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow
### Single line overflows and field alignments
This is left aligned fields, overflow will always go to the end of the
page and will not wrap
This is center aligned fields, the max width is the closest edge to the
page * 2
This is right aligned text, the width will extend all the way to the
left hand side of the page
### Multiline line overflows and field alignments
These are text fields that can be overflowed
Another example of left aligned text overflows with more text
2025-04-23 21:40:42 +10:00
Ephraim Duncan
9a3c81a0da
Merge branch 'main' into feat/signing-reminders
2025-04-15 11:42:18 +00:00
Catalin Pit
f1526315f5
feat: limit free teams platform plan ( #1673 )
...
This pull request removes the `id` field from
`IsDocumentPlatformOptions` in `is-document-platform.ts` and updates the
billing logic in `create-team.ts`: platform plan users create their
first team free, but pay for subsequent teams; non-platform users need
an active team subscription if billing is enabled.
2025-04-15 21:32:15 +10:00
Ephraim Atta-Duncan
651f5bbb6d
feat: add reminder interval to document settings
2025-04-15 06:27:56 +00:00
Lucas Smith
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
David Nguyen
063fd32f18
feat: add signature configurations ( #1710 )
...
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded
**Tabbed style signature dialog**
**Document settings**
**Team preferences**
- 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
Lucas Smith
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
Lucas Smith
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
David Nguyen
a0ace803cf
fix: admin signing page crash
2025-03-12 16:53:09 +11:00
Catalin Pit
63d990ce8d
fix: optional fields in embeds ( #1691 )
2025-03-09 14:41:17 +11:00
Catalin Pit
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
Catalin Pit
0df29fce36
fix: invalid request body ( #1686 )
...
Fix the invalid request body so the webhooks work again.
2025-03-06 19:47:24 +11:00
Catalin Pit
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
David Nguyen
25bb6ffe77
fix: imports
2025-03-03 14:49:28 +11:00
Mythie
deea99d865
feat: search by externalId
2025-02-25 20:07:47 +11:00
David Nguyen
c1c7cfaf8b
chore: cleanup
2025-02-25 16:37:36 +11:00
Lucas Smith
483d7caef7
feat: allow document rejection in embeds ( #1662 )
2025-02-21 01:27:03 +11:00
David Nguyen
139bc265c7
fix: migrate billing to RR7
2025-02-21 01:16:23 +11:00
David Nguyen
991ce5ff46
fix: update teams API tokens logic
2025-02-21 00:34:50 +11:00
David Nguyen
ac30654913
fix: add auth session lifetime
2025-02-19 18:04:36 +11:00
David Nguyen
a319ea0f5e
fix: add public profiles tests
2025-02-19 16:07:04 +11:00
David Nguyen
5fc724b247
fix: rework sessions
2025-02-17 22:46:36 +11:00
David Nguyen
595e901bc2
fix: make auth migration more flexible
2025-02-14 19:22:11 +11:00
David Nguyen
92db4d68db
fix: cleanup env variables
2025-02-13 20:56:44 +11:00
David Nguyen
ebc2b00067
fix: add sign up hook
2025-02-13 20:21:23 +11:00
Ephraim Duncan
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
Catalin Pit
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
Catalin Pit
b0f8c83134
chore: add cancelled webhook event ( #1608 )
2025-02-13 18:47:43 +11:00
Ephraim Duncan
b03c5ab1a7
fix: admin leaderboard query sorting ( #1548 )
2025-02-13 18:32:38 +11:00
Lucas Smith
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
David Nguyen
383b5f78f0
feat: migrate nextjs to rr7
2025-02-13 14:10:38 +11:00
David Nguyen
0d3864548c
fix: bump trpc and openapi packages ( #1591 )
2025-01-19 22:07:02 +11:00
David Nguyen
9e03747e43
feat: add create document beta endpoint ( #1584 )
2025-01-16 13:36:00 +11:00
David Nguyen
5750f2b477
feat: add prisma json types ( #1583 )
2025-01-15 13:46:45 +11:00
David Nguyen
901be70f97
feat: add consistent response schemas ( #1582 )
2025-01-14 00:43:35 +11:00
David Nguyen
7d0a9c6439
fix: refactor prisma relations ( #1581 )
2025-01-13 13:41:53 +11:00
Mythie
723e1b4ea2
fix: include all template meta in findTemplates
2025-01-13 09:34:23 +11:00
David Nguyen
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
David Nguyen
948d9c24cf
fix: broken direct template webhook ( #1579 )
2025-01-11 21:42:33 +11:00
David Nguyen
ebbe922982
feat: add template and field endpoints ( #1572 )
2025-01-11 15:33:20 +11:00
Catalin Pit
6fc5e565d0
fix: add document visibility to template ( #1566 )
...
Adds the visibility property to templates
2025-01-09 10:14:24 +11:00
Lucas Smith
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
