Commit Graph

497 Commits

Author SHA1 Message Date
David Nguyen
44f5da95b3 chore: refactor routes (#1992) 2025-08-25 21:00:35 +10:00
David Nguyen
7eb882aea8 fix: email domain sender logic (#1993) 2025-08-25 20:59:37 +10:00
David Nguyen
b8d07fd1a6 fix: refactor token router (#1981) 2025-08-25 08:25:01 +10:00
David Nguyen
5a5bfe6e34 fix: refactor admin router (#1982) 2025-08-25 08:23:48 +10:00
David Nguyen
d7e5a9eec7 fix: refactor document router (#1990) 2025-08-25 08:23:12 +10:00
Catalin Pit
67501b45cf feat: create document in a specific folder (#1965) 2025-08-23 00:12:17 +10:00
Lucas Smith
80e452afa2 fix: get accurate pdf page size (#1980)
Handles edge cases with PDF media boxes and crop boxes, deals with
certain documents that had been uploaded with weird combos of sizings.
2025-08-22 22:50:41 +10:00
Catalin Pit
231ef9c27e chore: add support option (#1853) 2025-08-19 20:59:03 +10:00
David Nguyen
a51110d276 fix: prevent document unsigning on edit (#1963) 2025-08-18 13:48:51 +10:00
David Nguyen
1dea0b8fab add dummy teamid (#1968) 2025-08-16 19:09:21 +10:00
David Nguyen
ea7a2c2712 fix: create customer on signup (#1964) 2025-08-14 16:30:16 +10:00
Catalin Pit
d1eb14ac16 feat: include audit trail log in the completed doc (#1916)
This change allows users to include the audit trail log in the completed
documents; similar to the signing certificate.


https://github.com/user-attachments/assets/d9ae236a-2584-4ad6-b7bc-27b3eb8c74d3

It also solves the issue with the text cutoff.
2025-08-07 11:44:59 +10:00
David Nguyen
c48486472a fix: add missing email reply validation (#1934)
## Description

General fixes to the email domain features

Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +10:00
Lucas Smith
1e2388519c hotfix: certificate pdfs are blank when using browserless (#1935)
Certificates have suddenly become blank when using browserless and
Chrome CDP.

This change introduces a workaround that involves reloading the
certificate pdf. Which is hacky but seems to work for now, a better
solution should be found in the future.
2025-08-02 00:39:48 +10:00
David Nguyen
3409aae411 feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +10:00
Catalin Pit
7a5a9eefe8 feat: upload template via API (#1842)
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
Lucas Smith
512e3555b4 feat: horizontal checkboxes (#1911)
Adds the ability to have checkboxes align horizontally, wrapping when
they would go off the PDF
2025-07-19 22:06:50 +10:00
David Nguyen
32a5d33a16 fix: invalid folder queries (#1898)
Currently the majority of folder mutations only work if the user is the
owner of the folder.
2025-07-16 14:37:55 +10:00
Ephraim Duncan
f9d7fd7d9a fix: resend document api v1 filtering logic (#1888)
The resend document API was not working correctly when filtering
recipients. The query was filtering recipients at the database level,
which could result in an empty recipients array being returned even when
the document had recipients. This prevented the API from properly
identifying which recipients needed reminder emails.
2025-07-16 14:31:40 +10:00
Catalin Pit
122e25b491 feat: test webhook functionality (#1886) 2025-07-14 15:13:56 +10:00
Catalin Pit
d6c11bd195 fix: sign-able readonly fields (#1885) 2025-07-10 16:47:36 +10:00
David Nguyen
cdb9b9ee03 chore: add certificate error logs (#1875)
Add certificate logs
2025-07-03 10:13:12 +10:00
David Nguyen
0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
Ephraim Duncan
bb9ba80edb fix: duplicate fields and recipients when you duplicate a document (#1852) 2025-06-23 16:43:07 +10:00
Ephraim Duncan
2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
Ephraim Duncan
484f6c8b85 fix: admin metrics broken (#1845) 2025-06-17 21:15:11 +10:00
David Nguyen
b8e08e88ac fix: api keys not showing (#1839) 2025-06-13 17:20:03 +10:00
David Nguyen
031a7b9e36 fix: visibility 2025-06-13 01:02:40 +10:00
David Nguyen
12fe045195 fix: visiblity 2025-06-13 00:05:08 +10:00
David Nguyen
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith
d1eddb02c4 fix: add missing awaits for font normalization 2025-06-07 02:24:59 +10:00
Lucas Smith
55c8632620 feat: password reauthentication for documents and recipients (#1827)
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
Lucas Smith
695ed418e2 fix: documents failing to seal (#1821)
During our field rework that makes fields appear
more accurately between signing and the completed pdf we swapped to
using text fields. Unfortunately as part of that we dropped using the
Noto font for the text field causing ANSI encoding issues when
encountering certain characters.

This change restores the font and handles a nasty issue we had with our
form flattening reverting our selected font.
2025-06-04 23:29:36 +10:00
Lucas Smith
5e3a2b8f76 fix: allow prefilling date field (#1794)
Allows the prefilling of date fields when creating a document from a
template.

Current implementation is super dirty and should be replaced asap.
2025-05-14 20:06:53 +10:00
Ephraim Duncan
c389670785 fix: trigger webhook for duplicated documents (#1789) 2025-05-14 16:43:31 +10:00
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 


![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
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
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**

![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
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