Commit Graph

770 Commits

Author SHA1 Message Date
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
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
95aae52fa4 chore: add translations (#1715)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-04-10 12:24:07 +10:00
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
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
Tom
7214965c0c chore: update French translations (#1679) 2025-03-12 16:22:06 +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
e08d62c844 fix: remove invalid prisma zod schemas 2025-03-04 01:20:13 +11:00
25bb6ffe77 fix: imports 2025-03-03 14:49:28 +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
deea99d865 feat: search by externalId 2025-02-25 20:07:47 +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
d4c1bad407 fix: add default oauth user url 2025-02-23 18:49:22 +11:00
01dccb7916 chore: flattern routes 2025-02-21 15:53:23 +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
50a41d0799 fix: pdf viewer and embeds 2025-02-20 15:06:36 +11:00
ec07092bf6 fix: session refresh 2025-02-19 22:29:30 +11:00
ac30654913 fix: add auth session lifetime 2025-02-19 18:04:36 +11:00
24f3ecd94f fix: remove marketing url 2025-02-19 16:45:54 +11:00
a319ea0f5e fix: add public profiles tests 2025-02-19 16:07:04 +11:00
5ce2bae39d fix: resolve internal pdf translations 2025-02-19 14:43:35 +11:00
dd602a7e1c fix: themes 2025-02-18 15:17:13 +11:00
5fc724b247 fix: rework sessions 2025-02-17 22:46:36 +11:00
1ed1cb0773 chore: refactor sessions 2025-02-16 00:44:01 +11:00
e518985833 fix: migrate 2fa to custom auth 2025-02-14 22:00:55 +11:00
595e901bc2 fix: make auth migration more flexible 2025-02-14 19:22:11 +11:00
180656978b feat: add themes 2025-02-14 17:50:23 +11:00
28f5177064 fix: dialogs with search params 2025-02-14 16:14:02 +11:00
92db4d68db fix: cleanup env variables 2025-02-13 20:56:44 +11:00
7379391f92 fix: migrate translations 2025-02-13 20:24:27 +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
0b3638c42c feat: add Polish and Italian (#1618) 2025-02-13 18:48:37 +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
c9e8a32471 feat: bulk send templates via csv (#1578)
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.
2025-02-13 18:44:29 +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