Commit Graph

64 Commits

Author SHA1 Message Date
bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
d27f0ee0ef fix: duplicate field bugs (#1685) 2025-06-11 13:26:19 +10:00
d11ec8fa2a feat: show field coordinates in devmode (#1802)
Show the fields coordinates when the `devmode` search param is present.
It's meant to help API users understand where to position the fields.
2025-06-11 12:28:39 +10:00
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
99b0ad574e feat: bulk add fields (#1683)
## Demo

![CleanShot 2025-03-04 at 02 17
47](https://github.com/user-attachments/assets/2cffaee3-9933-49e9-bdab-eadfd4c35030)

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2025-05-14 19:35:32 +00:00
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 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## 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


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +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
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
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
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
9d83bda12c fix: standardise checkboxes
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.

This change reverts all that and leaves it with sensible defaults
across dark and light mode.
2024-12-31 11:55:49 +11:00
6da15ab12b feat: open the advanced settings automatically (#1508) 2024-12-27 19:57:24 +11:00
39b1c5bbec feat: additional valid password (#1456) 2024-12-27 16:02:45 +11:00
c960a48b4f fix: z-index of field settings (#1469) 2024-12-17 17:09:58 +11:00
83e7a3c222 fix: improve field sizing (#1486)
## Description

Allows for smaller field sizing in addition to improving our styling
when displaying labels on smaller fields.

This is the minimum currently supported field size until we perform a
more extensive refactor of our current drag and drop system.

## Related Issue

Reported via support channels

## Changes Made

- Updated our minimum size constraints
- Attempted to add a general autosizing component for text and failed
- Updated styling in a bunch of places to use the css `clamp()` method
for dynamic sizing.
2024-11-20 22:49:30 +11:00
9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
1a9dcadba5 feat: add typed signature (#1357)
Add the ability to insert typed signatures.

Once the signature field is placed on the document, a checkbox appears
in the document editor where the document owner can allow signers to add
typed signatures. Typed signatures are disabled by default.

![CleanShot 2024-09-30 at 14 57
54](https://github.com/user-attachments/assets/c388abb5-bcb1-49d0-aad8-9148c3020420)
2024-10-18 14:25:19 +11:00
d40ed94b74 feat: highlight problematic fields (#1330) 2024-10-08 21:55:20 +11:00
ddee8a8272 feat: allow editing pending documents (#1346)
## Description

Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.

A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document

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

## Release Notes

- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
  - Enhanced French translations for improved user interaction.

- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.

- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-09-20 13:58:21 +10:00
7644c0d855 feat: support smaller field bounds (#1344)
Currently this won't always display super well since
our insertion solution isn't amazing but our current
minimum bounds within the UI are a bit large and can be
smaller.

This change makes it smaller and uses container queries to
support dynamically displaying labels based on the container
size.
2024-09-17 00:29:42 +10:00
3d644db286 feat: signing order (#1290)
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
2024-09-16 22:36:45 +10:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
06c0a50401 feat: copy and paste fields (#1193)
Adds keyboard shortcuts for copying and pasting fields, additionally adds the ability
to duplicate a field via the UI.
2024-08-20 13:32:53 +10:00
29910ab2a7 feat: add initials field type (#1279)
Adds a new field type that enables document recipients to add
their `initials` on the document.
2024-08-12 23:29:32 +10:00
909c38f47e fix: fields name/label on dark mode (#1242)
Updates the dark mode styling for field editing to improve readability.
2024-07-31 23:07:39 +10:00
7b5c57e8af chore: add more field types (#1141)
Adds a number of new field types and capabilities to existing fields.

A massive change with far too many moving pieces to document in a single commit.
2024-07-18 23:45:44 +10:00
62cd4c019f feat: force signature fields for document signers (#1139)
## 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>
2024-06-24 18:01:57 +10:00
805758f716 Merge branch 'main' into reattach-pdf 2024-05-24 14:07:43 +10:00
04ebb26a0b chore: update wording 2024-05-24 04:02:58 +00:00
038370012f fix: render fields on document load (#1054)
## Description

Currently if you try to load the document edit page when fields need to
be rendered, you will not be able to see the fields until you proceed to
the next step.

This is because the fields require the document PDF to be loaded prior
to rendering them.

This PR resolves that issue by only rendering the fields after the PDF
is loaded.

## Changes Made

- Add a state to track whether the PDF is loaded
- Render the fields only after the PDF is loaded

## Testing Performed

Tested document flow manually and the fields are rendered correctly on
load.

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have updated the documentation to reflect these changes, if
applicable.
2024-03-27 14:10:29 +08:00
870de02efa Merge branch 'main' into reattach-pdf 2024-03-01 21:23:17 +05:30
187a988f9c Merge branch 'main' into transparent-fields 2024-02-26 00:02:56 +11:00
5bef2fba91 fix: follow figma design 2024-02-25 13:02:09 +00:00
a58a117056 Merge branch 'main' into reattach-pdf 2024-02-23 23:58:58 +05:30
5687503dfc feat: sign document with a custom text 2024-02-17 08:26:30 +00:00
25291b64eb fix: highlighting issue in recipient selection 2024-02-15 22:25:23 +05:30
d5867ae8de Merge branch 'main' into reattach-pdf 2024-02-09 20:51:15 +05:30
8641884515 fix: recipients with CC role not being editable (#918)
## Description

Fixed issue where setting a recipient role as CC will prevent any
further changes as it is considered as "sent" and "signed".

## Other changes

- Prevent editing document after completed
- Removed CC and Viewers from the field recipient list since they will
never be filled
- Minor UI issues

## 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.
- [X] I have followed the project's coding style guidelines.
2024-02-09 12:37:17 +11:00
5391dd91b0 Merge branch 'main' into reattach-pdf 2024-02-08 19:24:09 +05:30
4855882ae6 Update label render condition 2024-02-07 21:31:51 +05:30
7ef771533a Merge branch 'main' into transparent-fields 2024-02-07 13:34:46 +05:30
c08768a330 Format code with prettier 2024-02-06 21:01:48 +05:30
0c339b78b6 feat: add teams (#848)
## 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.
2024-02-06 16:16:10 +11:00
37e9db6626 Remove document on go back click on step 1
Invoke onBackStep on "go back" click and conditionally render go back label
2024-02-06 00:40:53 +05:30
d598677dc5 feat: add transparent background to fields 2024-02-02 08:36:54 +00:00
7ece6ef239 feat: add recipient roles (#716)
Fixes #705

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-02-02 10:45:02 +11:00
6d5fe4eea3 fix: show the fields on the document at the subject selection page 2024-01-29 00:47:11 +00:00
1a34f9fa7a fix: import updates and api route body sizes 2023-12-07 15:08:00 +11:00
340c929806 refactor: edit doc 2023-12-03 11:36:18 -05:00