mirror of
https://github.com/documenso/documenso.git
synced 2026-09-30 16:54:34 +10:00
Compare commits
| Author | SHA1 | Date | |
|---|---|---|---|
|
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73de55ce0a | ||
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53ccd42ee8 |
@@ -0,0 +1,56 @@
|
||||
---
|
||||
name: create-justification
|
||||
description: Create a new justification file in .agents/justifications/ with a unique three-word ID, frontmatter, and formatted title
|
||||
license: MIT
|
||||
compatibility: opencode
|
||||
metadata:
|
||||
audience: agents
|
||||
workflow: decision-making
|
||||
---
|
||||
|
||||
## What I do
|
||||
|
||||
I help you create new justification files in the `.agents/justifications/` directory. Each justification file gets:
|
||||
|
||||
- A unique three-word identifier (e.g., `swift-emerald-river`)
|
||||
- Frontmatter with the current date and formatted title
|
||||
- Content you provide
|
||||
|
||||
## How to use
|
||||
|
||||
Run the script with a slug and content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-justification.ts "decision-name" "Justification content here"
|
||||
```
|
||||
|
||||
Or use heredoc for multi-line content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-justification.ts "decision-name" << HEREDOC
|
||||
Multi-line
|
||||
justification content
|
||||
goes here
|
||||
HEREDOC
|
||||
```
|
||||
|
||||
## File format
|
||||
|
||||
Files are created as: `{three-word-id}-{slug}.md`
|
||||
|
||||
Example: `swift-emerald-river-decision-name.md`
|
||||
|
||||
The file includes frontmatter:
|
||||
|
||||
```markdown
|
||||
---
|
||||
date: 2026-01-13
|
||||
title: Decision Name
|
||||
---
|
||||
|
||||
Your content here
|
||||
```
|
||||
|
||||
## When to use me
|
||||
|
||||
Use this skill when you need to document the reasoning or justification for a decision, approach, or architectural choice. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
|
||||
@@ -0,0 +1,56 @@
|
||||
---
|
||||
name: create-plan
|
||||
description: Create a new plan file in .agents/plans/ with a unique three-word ID, frontmatter, and formatted title
|
||||
license: MIT
|
||||
compatibility: opencode
|
||||
metadata:
|
||||
audience: agents
|
||||
workflow: planning
|
||||
---
|
||||
|
||||
## What I do
|
||||
|
||||
I help you create new plan files in the `.agents/plans/` directory. Each plan file gets:
|
||||
|
||||
- A unique three-word identifier (e.g., `happy-blue-moon`)
|
||||
- Frontmatter with the current date and formatted title
|
||||
- Content you provide
|
||||
|
||||
## How to use
|
||||
|
||||
Run the script with a slug and content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-plan.ts "feature-name" "Plan content here"
|
||||
```
|
||||
|
||||
Or use heredoc for multi-line content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-plan.ts "feature-name" << HEREDOC
|
||||
Multi-line
|
||||
plan content
|
||||
goes here
|
||||
HEREDOC
|
||||
```
|
||||
|
||||
## File format
|
||||
|
||||
Files are created as: `{three-word-id}-{slug}.md`
|
||||
|
||||
Example: `happy-blue-moon-feature-name.md`
|
||||
|
||||
The file includes frontmatter:
|
||||
|
||||
```markdown
|
||||
---
|
||||
date: 2026-01-13
|
||||
title: Feature Name
|
||||
---
|
||||
|
||||
Your content here
|
||||
```
|
||||
|
||||
## When to use me
|
||||
|
||||
Use this skill when you need to create a new plan document for a feature, task, or project. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
|
||||
@@ -0,0 +1,56 @@
|
||||
---
|
||||
name: create-scratch
|
||||
description: Create a new scratch file in .agents/scratches/ with a unique three-word ID, frontmatter, and formatted title
|
||||
license: MIT
|
||||
compatibility: opencode
|
||||
metadata:
|
||||
audience: agents
|
||||
workflow: exploration
|
||||
---
|
||||
|
||||
## What I do
|
||||
|
||||
I help you create new scratch files in the `.agents/scratches/` directory. Each scratch file gets:
|
||||
|
||||
- A unique three-word identifier (e.g., `calm-teal-cloud`)
|
||||
- Frontmatter with the current date and formatted title
|
||||
- Content you provide
|
||||
|
||||
## How to use
|
||||
|
||||
Run the script with a slug and content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-scratch.ts "note-name" "Scratch content here"
|
||||
```
|
||||
|
||||
Or use heredoc for multi-line content:
|
||||
|
||||
```bash
|
||||
npx tsx scripts/create-scratch.ts "note-name" << HEREDOC
|
||||
Multi-line
|
||||
scratch content
|
||||
goes here
|
||||
HEREDOC
|
||||
```
|
||||
|
||||
## File format
|
||||
|
||||
Files are created as: `{three-word-id}-{slug}.md`
|
||||
|
||||
Example: `calm-teal-cloud-note-name.md`
|
||||
|
||||
The file includes frontmatter:
|
||||
|
||||
```markdown
|
||||
---
|
||||
date: 2026-01-13
|
||||
title: Note Name
|
||||
---
|
||||
|
||||
Your content here
|
||||
```
|
||||
|
||||
## When to use me
|
||||
|
||||
Use this skill when you need to create a temporary note, exploration document, or scratch pad for ideas. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
|
||||
@@ -80,8 +80,6 @@ NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=
|
||||
NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=
|
||||
# OPTIONAL: Comma-separated list of timestamp authority URLs for PDF signing (enables LTV and archival timestamps).
|
||||
NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=
|
||||
# OPTIONAL: Reason to embed in PDF signatures. Defaults to "Signed by Documenso".
|
||||
NEXT_PRIVATE_SIGNING_REASON=
|
||||
# OPTIONAL: Contact info to embed in PDF signatures. Defaults to the webapp URL.
|
||||
NEXT_PUBLIC_SIGNING_CONTACT_INFO=
|
||||
# OPTIONAL: Set to "true" to use the legacy adbe.pkcs7.detached subfilter instead of ETSI.CAdES.detached.
|
||||
|
||||
@@ -1,61 +0,0 @@
|
||||
name: 'One-Click Deploy Provider Request'
|
||||
description: Request a new one-click deployment provider (Railway, Render, etc.) to be added to our README
|
||||
title: 'One-Click Deploy Provider Request: [Provider Name]'
|
||||
labels: ['deploy-provider-request']
|
||||
body:
|
||||
- type: markdown
|
||||
attributes:
|
||||
value: |
|
||||
Thanks for your interest in adding a one-click deploy option for Documenso!
|
||||
|
||||
Each provider we list requires us to create, test, and maintain a deployment template, which is ongoing work on top of everything else. To keep this manageable, we ask that providers (or users) **open an issue instead of a PR** so the community can signal interest.
|
||||
|
||||
**How this works:**
|
||||
|
||||
- 👍 this issue if you'd like to see Documenso deployable on this provider.
|
||||
- If community interest is high enough, we'll consider adding it to the README.
|
||||
- Opening an issue is not a guarantee of inclusion. PRs adding badges without a prior issue and demonstrated interest will be closed.
|
||||
- type: input
|
||||
attributes:
|
||||
label: Provider Name
|
||||
placeholder: e.g. Railway
|
||||
validations:
|
||||
required: true
|
||||
- type: input
|
||||
attributes:
|
||||
label: Provider Website
|
||||
placeholder: e.g. https://railway.com
|
||||
validations:
|
||||
required: true
|
||||
- type: input
|
||||
attributes:
|
||||
label: Deploy/Template URL
|
||||
description: A link to an existing deployment template or deploy button URL, if one exists.
|
||||
- type: dropdown
|
||||
attributes:
|
||||
label: Who creates and maintains the deployment template?
|
||||
options:
|
||||
- The provider
|
||||
- Me / the community
|
||||
- Nobody yet
|
||||
validations:
|
||||
required: true
|
||||
- type: textarea
|
||||
attributes:
|
||||
label: Testing & Maintenance
|
||||
description: Has the template been tested against the current Documenso release? How are updates handled when Documenso ships breaking changes (env vars, migrations, Docker changes)?
|
||||
validations:
|
||||
required: true
|
||||
- type: textarea
|
||||
attributes:
|
||||
label: Why this provider?
|
||||
description: Tell us why Documenso users would benefit — existing user base, region coverage, free tier, etc.
|
||||
validations:
|
||||
required: true
|
||||
- type: checkboxes
|
||||
attributes:
|
||||
label: Please check the boxes that apply to this request.
|
||||
options:
|
||||
- label: I have searched existing issues to make sure this provider has not already been requested.
|
||||
- label: I understand that inclusion depends on community interest and is not guaranteed.
|
||||
- label: I understand that PRs adding deploy badges without a prior issue will be closed.
|
||||
@@ -2,7 +2,7 @@ name: 'Setup node'
|
||||
inputs:
|
||||
node_version:
|
||||
required: false
|
||||
default: v24.x
|
||||
default: v22.x
|
||||
|
||||
runs:
|
||||
using: 'composite'
|
||||
|
||||
@@ -15,7 +15,6 @@ jobs:
|
||||
build_app:
|
||||
name: Build App
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 60
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
@@ -33,7 +32,6 @@ jobs:
|
||||
build_docker:
|
||||
name: Build Docker Image
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 60
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
@@ -11,7 +11,6 @@ jobs:
|
||||
analyze:
|
||||
name: Analyze
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 60
|
||||
permissions:
|
||||
actions: read
|
||||
contents: read
|
||||
|
||||
@@ -8,7 +8,6 @@ on:
|
||||
jobs:
|
||||
deploy:
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 60
|
||||
|
||||
steps:
|
||||
- name: Checkout code
|
||||
|
||||
@@ -7,7 +7,6 @@ on:
|
||||
jobs:
|
||||
label-when-assigned:
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
steps:
|
||||
- name: Label issue
|
||||
uses: actions/github-script@v6
|
||||
|
||||
@@ -7,7 +7,6 @@ on:
|
||||
jobs:
|
||||
label_issues:
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
permissions:
|
||||
issues: write
|
||||
steps:
|
||||
|
||||
@@ -13,7 +13,6 @@ jobs:
|
||||
contents: read
|
||||
pull-requests: write
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
steps:
|
||||
- uses: actions/labeler@v4
|
||||
with:
|
||||
|
||||
@@ -14,7 +14,6 @@ jobs:
|
||||
build_and_publish_platform_containers:
|
||||
name: Build and publish platform containers
|
||||
runs-on: ${{ matrix.os }}
|
||||
timeout-minutes: 60
|
||||
strategy:
|
||||
fail-fast: false
|
||||
matrix:
|
||||
@@ -79,7 +78,6 @@ jobs:
|
||||
create_and_publish_manifest:
|
||||
name: Create and publish manifest
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 60
|
||||
needs: build_and_publish_platform_containers
|
||||
steps:
|
||||
- name: Checkout
|
||||
|
||||
@@ -15,7 +15,6 @@ jobs:
|
||||
validate-pr:
|
||||
name: Validate PR title
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
steps:
|
||||
- uses: amannn/action-semantic-pull-request@v5
|
||||
id: lint_pr_title
|
||||
|
||||
@@ -7,7 +7,6 @@ on:
|
||||
jobs:
|
||||
stale:
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
permissions:
|
||||
issues: write
|
||||
pull-requests: write
|
||||
|
||||
@@ -18,7 +18,6 @@ jobs:
|
||||
pull_translations:
|
||||
name: Force pull translations
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
|
||||
@@ -16,7 +16,6 @@ jobs:
|
||||
pull_translations:
|
||||
name: Pull translations
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 10
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
|
||||
@@ -14,7 +14,6 @@ jobs:
|
||||
extract_translations:
|
||||
name: Extract and upload translations
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 30
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
|
||||
@@ -1,3 +1,3 @@
|
||||
legacy-peer-deps = true
|
||||
prefer-dedupe = true
|
||||
min-release-age = 7
|
||||
# min-release-age = 7
|
||||
|
||||
@@ -107,7 +107,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
|
||||
|
||||
To run Documenso locally, you will need
|
||||
|
||||
- Node.js (v24 or above)
|
||||
- Node.js (v22 or above)
|
||||
- Postgres SQL Database
|
||||
- Docker (optional)
|
||||
|
||||
@@ -186,37 +186,21 @@ For full instructions, requirements, and configuration details, see the [Self Ho
|
||||
|
||||
### One-Click Deploys
|
||||
|
||||
> [!NOTE]
|
||||
> Want to see another provider listed here? Please [open a provider request](https://github.com/documenso/documenso/issues/new?template=deploy-provider-request.yml) instead of a PR so the community can signal interest. PRs adding deploy badges without a prior issue will be closed.
|
||||
#### Railway
|
||||
|
||||
<table>
|
||||
<tr>
|
||||
<td align="center" width="200">
|
||||
<a href="https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic">
|
||||
<img src="https://railway.com/button.svg" alt="Deploy on Railway" height="40" />
|
||||
</a>
|
||||
</td>
|
||||
<td align="center" width="200">
|
||||
<a href="https://render.com/deploy?repo=https://github.com/documenso/documenso">
|
||||
<img src="https://render.com/images/deploy-to-render-button.svg" alt="Deploy to Render" height="40" />
|
||||
</a>
|
||||
</td>
|
||||
<td align="center" width="200">
|
||||
<a href="https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile">
|
||||
<img src="https://www.koyeb.com/static/images/deploy/button.svg" alt="Deploy to Koyeb" height="40" />
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center" width="200">
|
||||
<a href="https://elest.io/open-source/documenso">
|
||||
<img src="https://elest.io/images/logos/deploy-to-elestio-btn.png" alt="Deploy on Elestio" height="40" />
|
||||
</a>
|
||||
</td>
|
||||
<td align="center" width="200"></td>
|
||||
<td align="center" width="200"></td>
|
||||
</tr>
|
||||
</table>
|
||||
[](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
|
||||
|
||||
#### Render
|
||||
|
||||
[](https://render.com/deploy?repo=https://github.com/documenso/documenso)
|
||||
|
||||
#### Koyeb
|
||||
|
||||
[](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
|
||||
|
||||
#### Elestio
|
||||
|
||||
[](https://elest.io/open-source/documenso)
|
||||
|
||||
## Security
|
||||
|
||||
|
||||
@@ -15,8 +15,6 @@ This guide provides a comprehensive troubleshooting matrix for the standard erro
|
||||
| `INVALID_REQUEST` | The overall request is malformed or invalid. | Review your API call parameters, including the URL, query parameters, and headers. Correct the request syntax. |
|
||||
| `RECIPIENT_EXPIRED` | The signing link or recipient access has expired. | Generate and resend a new invitation to the affected recipient. |
|
||||
| `LIMIT_EXCEEDED` | Your account usage quota has been exceeded. | Check your current plan limits. Upgrade your subscription or wait until your billing cycle renews. |
|
||||
| `MISSING_ENV_VAR` | A required environment variable is not configured on the server (500). | Primarily affects self-hosted instances: set the environment variable named in the error message and restart. On Documenso Cloud, contact support. |
|
||||
| `MISSING_SIGNATURE_FIELD` | A signer has no signature field placed on the document (400). Returned when distributing an envelope. | Add at least one signature field for every recipient with a signing role before calling `/envelope/distribute`. |
|
||||
| `NOT_FOUND` | The requested resource could not be found (404). | Verify the resource ID (envelope, document, webhook) passed in the URL. Ensure the resource has not been deleted. |
|
||||
| `NOT_IMPLEMENTED` | The requested feature is not currently supported by the server. | Consult the API documentation to verify available methods. Do not use this endpoint at this time. |
|
||||
| `NOT_SETUP` | The required configuration for this action is incomplete. | Access your account or integration settings and complete the necessary configuration before retrying. |
|
||||
@@ -39,28 +37,7 @@ The following errors occur when attempting to perform actions on an envelope tha
|
||||
| `ENVELOPE_DRAFT` | The action cannot be performed because the envelope is still in a draft state. | Finalize the envelope configuration and transition it to the `PENDING` (sent) state before attempting this operation. |
|
||||
| `ENVELOPE_COMPLETED` | The action cannot be performed because the envelope is already completed. | No further modifications (e.g., adding signers, modifying documents) can be made to an envelope once the signing process is finished. |
|
||||
| `ENVELOPE_REJECTED` | The action cannot be performed because the envelope was rejected by a recipient. | The signing flow is permanently halted. Create a new envelope if you wish to resubmit the document. |
|
||||
| `ENVELOPE_CANCELLED` | The action cannot be performed because the envelope was cancelled (400). | Create a new envelope if you need to restart the signing process. |
|
||||
| `ENVELOPE_LEGACY` | The action cannot be performed because the envelope uses an obsolete format. | This envelope was created with a legacy version of the system. Recreate the envelope using the current API version to interact with it. |
|
||||
| `ENVELOPE_TSP_LOCKED` | An AES/QES envelope cannot be modified after it leaves the draft state (400). | Make changes while the envelope is in `DRAFT`, or create a new envelope. |
|
||||
|
||||
## CSC Signing Errors
|
||||
|
||||
These errors apply to Cloud Signature Consortium (CSC) signing flows.
|
||||
|
||||
| Error Code | Description | Recommended Action |
|
||||
| :--- | :--- | :--- |
|
||||
| `CSC_INSTANCE_MODE_MISMATCH` | The requested signature level does not match the instance's CSC mode (400). | Use the signature level supported by the instance's signing configuration. |
|
||||
| `CSC_UNLICENSED` | CSC signing is not licensed for this instance (403). | Enable the CSC signing license before retrying. |
|
||||
| `CSC_PROVIDER_INFO_FAILED` | The CSC provider's discovery request failed or returned unusable information (500). | Check the provider URL, availability, and OAuth configuration. |
|
||||
| `CSC_PROVIDER_NO_TSA` | A timestamp authority is unavailable or unusable for CSC signing (500). | Configure `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` and verify provider timestamp access. |
|
||||
| `CSC_CREDENTIAL_LIST_EMPTY` | The CSC provider returned no signing credentials for the authenticated user (400). | Enrol a signing credential with the provider, then authenticate again. |
|
||||
| `CSC_CERT_INVALID` | The selected signing certificate is missing, invalid, or outside its validity period (400). | Select or renew a valid certificate, then authenticate again. |
|
||||
| `CSC_ALGORITHM_REFUSED` | The signing credential uses an unsupported key or digest algorithm (400). | Select a credential that satisfies the instance's CSC algorithm policy. |
|
||||
| `CSC_SAD_EXPIRED_PRE_SIGN` | The signature activation data is missing, expired, or unreadable before signing (400). | Repeat the credential authorization flow. |
|
||||
| `CSC_TSP_TIMEOUT` | The trust service provider did not complete the signing request before the timeout (408). | Retry the signing request after checking provider availability. |
|
||||
| `CSC_EMBED_FAILED` | The returned CSC signature could not be embedded into the envelope items (400). | Restart the signing attempt. If it fails again, contact support. |
|
||||
| `CSC_BASE_DOCUMENT_MUTATED` | The document changed between signature preparation and signing (500). | Restart signing from the current envelope state. |
|
||||
| `CSC_REQUEST_FAILED` | A CSC provider request failed without a more specific CSC error (500). | Check provider availability and configuration, then retry. |
|
||||
|
||||
## See Also
|
||||
|
||||
|
||||
@@ -28,62 +28,35 @@ Each document contains one or more PDF files, a list of recipients, and the fiel
|
||||
|
||||
A document object contains the following properties:
|
||||
|
||||
| Property | Type | Description |
|
||||
| ------------------- | -------------- | -------------------------------------------------------------------------------------------- |
|
||||
| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
|
||||
| `secondaryId` | string | Legacy identifier in prefixed form (`document_123` for documents, `template_123` for templates) |
|
||||
| `internalVersion` | number | Internal envelope schema version |
|
||||
| `type` | string | `DOCUMENT` or `TEMPLATE` |
|
||||
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED` |
|
||||
| `title` | string | Document title |
|
||||
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` |
|
||||
| `visibility` | string | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE` |
|
||||
| `templateType` | string | Template visibility: `PUBLIC`, `PRIVATE`, or `ORGANISATION` (only meaningful for templates) |
|
||||
| `externalId` | string \| null | Your custom identifier for the document |
|
||||
| `userId` | number | ID of the user who owns the document |
|
||||
| `teamId` | number | ID of the team the document belongs to |
|
||||
| `folderId` | string \| null | ID of the folder containing the document |
|
||||
| `templateId` | number \| null | Legacy ID of the template this document was created from |
|
||||
| `authOptions` | object \| null | Access and action authentication requirements |
|
||||
| `formValues` | object \| null | Pre-filled form values |
|
||||
| `publicTitle` | string | Public title shown on profile and direct-link pages |
|
||||
| `publicDescription` | string | Public description shown on profile and direct-link pages |
|
||||
| `createdAt` | string | ISO 8601 timestamp |
|
||||
| `updatedAt` | string | ISO 8601 timestamp |
|
||||
| `completedAt` | string \| null | Timestamp when all recipients completed signing |
|
||||
| `deletedAt` | string \| null | Timestamp if soft-deleted |
|
||||
| `recipients` | array | List of recipients and their signing status |
|
||||
| `fields` | array | Signature and form fields on the document |
|
||||
| `envelopeItems` | array | PDF files attached to the document |
|
||||
| `directLink` | object \| null | Direct-link signing configuration (`id`, `token`, `enabled`, `directTemplateRecipientId`) |
|
||||
| `team` | object | Owning team (`id`, `url`) |
|
||||
| `user` | object | Document owner (`id`, `name`, `email`) |
|
||||
| `documentMeta` | object | Email settings, redirect URL, signing options |
|
||||
|
||||
Documents created through the API have `source: "DOCUMENT"` — there is no separate `API` source value. To tag documents created by your integration, set `externalId` when creating them.
|
||||
| Property | Type | Description |
|
||||
| --------------- | -------------- | -------------------------------------------------------------- |
|
||||
| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
|
||||
| `type` | string | `DOCUMENT` or `TEMPLATE` |
|
||||
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
|
||||
| `title` | string | Document title |
|
||||
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `API` |
|
||||
| `visibility` | string | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE` |
|
||||
| `externalId` | string \| null | Your custom identifier for the document |
|
||||
| `createdAt` | string | ISO 8601 timestamp |
|
||||
| `updatedAt` | string | ISO 8601 timestamp |
|
||||
| `completedAt` | string \| null | Timestamp when all recipients completed signing |
|
||||
| `deletedAt` | string \| null | Timestamp if soft-deleted |
|
||||
| `recipients` | array | List of recipients and their signing status |
|
||||
| `fields` | array | Signature and form fields on the document |
|
||||
| `envelopeItems` | array | PDF files attached to the document |
|
||||
| `documentMeta` | object | Email settings, redirect URL, signing options |
|
||||
|
||||
### Example Document Object
|
||||
|
||||
```json
|
||||
{
|
||||
"id": "envelope_abc123xyz",
|
||||
"secondaryId": "document_123",
|
||||
"internalVersion": 2,
|
||||
"type": "DOCUMENT",
|
||||
"status": "PENDING",
|
||||
"source": "DOCUMENT",
|
||||
"source": "API",
|
||||
"visibility": "EVERYONE",
|
||||
"templateType": "PRIVATE",
|
||||
"title": "Service Agreement",
|
||||
"externalId": "contract-2025-001",
|
||||
"userId": 1,
|
||||
"teamId": 1,
|
||||
"folderId": null,
|
||||
"templateId": null,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"publicTitle": "",
|
||||
"publicDescription": "",
|
||||
"createdAt": "2025-01-15T10:30:00.000Z",
|
||||
"updatedAt": "2025-01-15T10:35:00.000Z",
|
||||
"completedAt": null,
|
||||
@@ -100,41 +73,23 @@ Documents created through the API have `source: "DOCUMENT"` — there is no sepa
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"id": 123,
|
||||
"secondaryId": "field_abc123",
|
||||
"id": "field_123",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 1,
|
||||
"envelopeId": "envelope_abc123xyz",
|
||||
"envelopeItemId": "envelope_item_xyz",
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "80",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": null
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5,
|
||||
"recipientId": 1
|
||||
}
|
||||
],
|
||||
"envelopeItems": [
|
||||
{
|
||||
"id": "envelope_item_xyz",
|
||||
"envelopeId": "envelope_abc123xyz",
|
||||
"documentDataId": "doc_data_abc123",
|
||||
"title": "contract.pdf",
|
||||
"order": 1
|
||||
}
|
||||
],
|
||||
"directLink": null,
|
||||
"team": {
|
||||
"id": 1,
|
||||
"url": "your-team"
|
||||
},
|
||||
"user": {
|
||||
"id": 1,
|
||||
"name": "Jane Smith",
|
||||
"email": "jane@example.com"
|
||||
},
|
||||
"documentMeta": {
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hi, please review and sign this agreement.",
|
||||
@@ -144,8 +99,6 @@ Documents created through the API have `source: "DOCUMENT"` — there is no sepa
|
||||
}
|
||||
```
|
||||
|
||||
Field position and size values are stored as decimals and serialized as strings in API responses.
|
||||
|
||||
## List Documents
|
||||
|
||||
Retrieve a paginated list of documents.
|
||||
@@ -161,7 +114,7 @@ GET /envelope
|
||||
| `page` | integer | Page number (default: 1) |
|
||||
| `perPage` | integer | Results per page (default: 10, max: 100) |
|
||||
| `type` | string | Filter by `DOCUMENT` or `TEMPLATE` |
|
||||
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
|
||||
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` |
|
||||
| `source` | string | Filter by creation source |
|
||||
| `folderId` | string | Filter by folder ID |
|
||||
| `orderByColumn` | string | Sort field (only `createdAt` supported) |
|
||||
@@ -201,8 +154,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
|
||||
},
|
||||
});
|
||||
|
||||
const { data, count } = await response.json();
|
||||
console.log(`Found ${count} documents`);
|
||||
const { data, pagination } = await response.json();
|
||||
console.log(`Found ${pagination.totalItems} documents`);
|
||||
|
||||
// Filter by status
|
||||
const pendingResponse = await fetch(
|
||||
@@ -244,10 +197,12 @@ const pendingDocs = await pendingResponse.json();
|
||||
]
|
||||
}
|
||||
],
|
||||
"count": 42,
|
||||
"currentPage": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 5
|
||||
"pagination": {
|
||||
"page": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 5,
|
||||
"totalItems": 42
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
@@ -673,72 +628,6 @@ The response includes signing URLs for each recipient:
|
||||
|
||||
---
|
||||
|
||||
## Cancel Document
|
||||
|
||||
Cancel a pending document. This changes its status from `PENDING` to `CANCELLED`.
|
||||
|
||||
```
|
||||
POST /envelope/cancel
|
||||
```
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ----------------------------------- |
|
||||
| `envelopeId` | string | Yes | Document ID |
|
||||
| `reason` | string | No | Reason for cancelling the document |
|
||||
|
||||
### Code Examples
|
||||
|
||||
<Tabs items={['curl', 'TypeScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/cancel" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abc123",
|
||||
"reason": "The agreement is no longer needed."
|
||||
}'
|
||||
```
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/cancel', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abc123',
|
||||
reason: 'The agreement is no longer needed.',
|
||||
}),
|
||||
});
|
||||
|
||||
const { success } = await response.json();
|
||||
```
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### Response
|
||||
|
||||
```json
|
||||
{
|
||||
"success": true
|
||||
}
|
||||
```
|
||||
|
||||
### Behavior
|
||||
|
||||
- Only documents in `PENDING` status can be cancelled. Other statuses return `400`.
|
||||
- Cancellation is not idempotent. Cancelling the same document again returns `400`.
|
||||
- The document owner and team members with `MANAGER` or higher permissions can cancel it. Requests for documents you cannot view return `404`; requests for visible documents without sufficient permissions return `401`.
|
||||
- A successful cancellation fires the `DOCUMENT_CANCELLED` webhook.
|
||||
- Cancellation emails are sent only to eligible non-CC, non-rejected recipients who were sent or opened the document.
|
||||
|
||||
---
|
||||
|
||||
## Delete Document
|
||||
|
||||
Delete a document. Completed documents cannot be deleted.
|
||||
@@ -781,7 +670,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
|
||||
|
||||
const { success } = await response.json();
|
||||
|
||||
```
|
||||
````
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
@@ -791,7 +680,7 @@ const { success } = await response.json();
|
||||
{
|
||||
"success": true
|
||||
}
|
||||
```
|
||||
````
|
||||
|
||||
---
|
||||
|
||||
@@ -805,11 +694,9 @@ POST /envelope/get-many
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
|
||||
| `ids` | object | Yes | ID selector containing `type` and `ids` |
|
||||
| `ids.type` | string | Yes | `envelopeId`, `documentId`, or `templateId` |
|
||||
| `ids.ids` | array | Yes | 1-20 IDs: strings for `envelopeId`; numbers for `documentId` or `templateId` |
|
||||
| Field | Type | Required | Description |
|
||||
| ------------- | ----- | -------- | --------------------- |
|
||||
| `envelopeIds` | array | Yes | Array of document IDs |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -820,17 +707,12 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"ids": {
|
||||
"type": "envelopeId",
|
||||
"ids": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
|
||||
}
|
||||
"envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
|
||||
}'
|
||||
```
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const requestedIds = ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'];
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
@@ -838,36 +720,16 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
ids: {
|
||||
type: 'envelopeId',
|
||||
ids: requestedIds,
|
||||
},
|
||||
envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
|
||||
}),
|
||||
});
|
||||
|
||||
const { data } = await response.json();
|
||||
const documents = await response.json();
|
||||
|
||||
```
|
||||
````
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### Response
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
{
|
||||
"id": "envelope_abc123",
|
||||
"type": "DOCUMENT",
|
||||
"status": "PENDING",
|
||||
"title": "Service Agreement"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
The endpoint silently omits envelopes you cannot access instead of returning `404`. Compare `data.length` with `requestedIds.length` to detect omissions.
|
||||
|
||||
---
|
||||
|
||||
## Document Statuses
|
||||
@@ -878,7 +740,6 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
|
||||
| `PENDING` | Document has been sent. Waiting for recipients to sign. |
|
||||
| `COMPLETED` | All recipients have signed. Document is sealed. |
|
||||
| `REJECTED` | A recipient rejected the document. |
|
||||
| `CANCELLED` | The document was cancelled by its owner or a team member with `MANAGER` or higher permissions. |
|
||||
|
||||
### Status Transitions
|
||||
|
||||
@@ -886,13 +747,11 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
|
||||
flowchart LR
|
||||
DRAFT --> PENDING --> COMPLETED
|
||||
PENDING --> REJECTED
|
||||
PENDING --> CANCELLED
|
||||
```
|
||||
|
||||
- **DRAFT to PENDING**: Call the distribute endpoint
|
||||
- **PENDING to COMPLETED**: All recipients complete their signing
|
||||
- **PENDING to REJECTED**: A recipient rejects the document
|
||||
- **PENDING to CANCELLED**: The document owner or a team member with `MANAGER` or higher permissions cancels the document
|
||||
|
||||
<Callout type="warn">
|
||||
You cannot modify recipients or fields after a document moves to `PENDING` status.
|
||||
@@ -914,8 +773,8 @@ flowchart LR
|
||||
| Parameter | Values | Description |
|
||||
| ---------- | ------------------------------------------- | ------------------------- |
|
||||
| `type` | `DOCUMENT`, `TEMPLATE` | Filter by envelope type |
|
||||
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status |
|
||||
| `source` | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` | Filter by creation source |
|
||||
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status |
|
||||
| `source` | `DOCUMENT`, `TEMPLATE`, `API` | Filter by creation source |
|
||||
| `folderId` | string | Filter by folder |
|
||||
|
||||
### Sorting
|
||||
@@ -941,10 +800,10 @@ async function getAllPendingDocuments() {
|
||||
},
|
||||
);
|
||||
|
||||
const { data, currentPage, totalPages } = await response.json();
|
||||
const { data, pagination } = await response.json();
|
||||
documents.push(...data);
|
||||
|
||||
hasMore = currentPage < totalPages;
|
||||
hasMore = page < pagination.totalPages;
|
||||
page++;
|
||||
}
|
||||
|
||||
|
||||
@@ -6,8 +6,6 @@ description: Add signature and form fields to documents via API.
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
@@ -21,13 +19,13 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
| `secondaryId` | string | Secondary identifier for audit logs |
|
||||
| `type` | string | Field type (see [Field Types](#field-types)) |
|
||||
| `recipientId` | number | ID of the recipient assigned to this field |
|
||||
| `envelopeId` | string | ID of the parent envelope |
|
||||
| `envelopeId` | number | ID of the parent envelope |
|
||||
| `envelopeItemId` | string | ID of the PDF item the field is placed on |
|
||||
| `page` | number | Page number (1-indexed) |
|
||||
| `positionX` | string | X coordinate as percentage (0-100), a decimal serialized as a string |
|
||||
| `positionY` | string | Y coordinate as percentage (0-100), a decimal serialized as a string |
|
||||
| `width` | string | Width as percentage of page (0-100), a decimal serialized as a string |
|
||||
| `height` | string | Height as percentage of page (0-100), a decimal serialized as a string |
|
||||
| `positionX` | number | X coordinate as percentage (0-100) |
|
||||
| `positionY` | number | Y coordinate as percentage (0-100) |
|
||||
| `width` | number | Width as percentage of page (0-100) |
|
||||
| `height` | number | Height as percentage of page (0-100) |
|
||||
| `customText` | string | Value entered by the recipient |
|
||||
| `inserted` | boolean | Whether the field has been completed |
|
||||
| `fieldMeta` | object \| null | Type-specific configuration options |
|
||||
@@ -40,19 +38,18 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
"secondaryId": "field_abc123",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 123,
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"envelopeId": 789,
|
||||
"envelopeItemId": "envelope_item_xyz",
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "80",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5,
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"required": true,
|
||||
"overflow": "auto"
|
||||
"required": true
|
||||
}
|
||||
}
|
||||
```
|
||||
@@ -64,7 +61,7 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
| Type | Description | Auto-filled |
|
||||
| ---------------- | ----------------------------------------- | ----------- |
|
||||
| `SIGNATURE` | Drawn, typed, or uploaded signature | No |
|
||||
| `FREE_SIGNATURE` | Legacy free-form signature. Accepted by the v2 create schema but rejected by the v1 API and unsupported in the signing UI — avoid in new integrations | No |
|
||||
| `FREE_SIGNATURE` | Unrestricted signature without validation | No |
|
||||
| `INITIALS` | Recipient's initials | No |
|
||||
| `NAME` | Recipient's full name | Yes |
|
||||
| `EMAIL` | Recipient's email address | Yes |
|
||||
@@ -137,12 +134,10 @@ POST /envelope/field/create-many
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ------------------------------- |
|
||||
| `envelopeId` | string | Yes | The envelope ID |
|
||||
| `data` | array | Yes | Array of field configurations |
|
||||
|
||||
Each entry in `data` requires a `type`, a `recipientId`, and a position — either explicit coordinates (`page`, `positionX`, `positionY`, `width`, `height`) or a [text placeholder](#placeholder-based-field-positioning) (`placeholder` with optional `width`, `height`, and `matchAll`). Optional per-entry properties: `envelopeItemId` (which PDF in the envelope to place the field on; defaults to the first item) and `fieldMeta`.
|
||||
| Field | Type | Required | Description |
|
||||
| ----------- | ------ | -------- | ------------------------------- |
|
||||
| `documentId`| number | Yes | The document ID |
|
||||
| `fields` | array | Yes | Array of field configurations |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -153,32 +148,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"data": [
|
||||
"documentId": 123,
|
||||
"fields": [
|
||||
{
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"pageNumber": 1,
|
||||
"pageX": 10,
|
||||
"pageY": 80,
|
||||
"width": 30,
|
||||
"height": 5
|
||||
},
|
||||
{
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 50,
|
||||
"positionY": 80,
|
||||
"pageNumber": 1,
|
||||
"pageX": 50,
|
||||
"pageY": 80,
|
||||
"width": 20,
|
||||
"height": 3
|
||||
},
|
||||
{
|
||||
"type": "TEXT",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 10,
|
||||
"positionY": 70,
|
||||
"pageNumber": 1,
|
||||
"pageX": 10,
|
||||
"pageY": 70,
|
||||
"width": 40,
|
||||
"height": 4,
|
||||
"fieldMeta": {
|
||||
@@ -204,32 +199,32 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
data: [
|
||||
documentId: 123,
|
||||
fields: [
|
||||
{
|
||||
type: 'SIGNATURE',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 80,
|
||||
width: 30,
|
||||
height: 5,
|
||||
},
|
||||
{
|
||||
type: 'DATE',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 80,
|
||||
width: 20,
|
||||
height: 3,
|
||||
},
|
||||
{
|
||||
type: 'TEXT',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 70,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 70,
|
||||
width: 40,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -244,8 +239,8 @@ const response = await fetch(
|
||||
}
|
||||
);
|
||||
|
||||
const { data } = await response.json();
|
||||
console.log(`Created ${data.length} fields`);
|
||||
const { fields } = await response.json();
|
||||
console.log(`Created ${fields.length} fields`);
|
||||
|
||||
````
|
||||
</Tab>
|
||||
@@ -255,68 +250,36 @@ console.log(`Created ${data.length} fields`);
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
"fields": [
|
||||
{
|
||||
"id": 101,
|
||||
"secondaryId": "field_abc123",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "80",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"fontSize": 18,
|
||||
"overflow": "auto"
|
||||
}
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"secondaryId": "field_def456",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "50",
|
||||
"positionY": "80",
|
||||
"width": "20",
|
||||
"height": "3",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "date",
|
||||
"fontSize": 12,
|
||||
"textAlign": "left",
|
||||
"overflow": "auto"
|
||||
}
|
||||
"positionX": 50,
|
||||
"positionY": 80,
|
||||
"width": 20,
|
||||
"height": 3
|
||||
},
|
||||
{
|
||||
"id": 103,
|
||||
"secondaryId": "field_ghi789",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "TEXT",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "70",
|
||||
"width": "40",
|
||||
"height": "4",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "text",
|
||||
"label": "Job Title",
|
||||
"placeholder": "Enter your job title",
|
||||
"required": true
|
||||
}
|
||||
"positionX": 10,
|
||||
"positionY": 70,
|
||||
"width": 40,
|
||||
"height": 4
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -336,10 +299,8 @@ POST /envelope/field/update-many
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ----------------------------- |
|
||||
| `envelopeId` | string | Yes | The envelope ID |
|
||||
| `data` | array | Yes | Array of field update objects |
|
||||
|
||||
Each entry in `data` requires the field `id` and `type`. Position properties (`page`, `positionX`, `positionY`, `width`, `height`), `envelopeItemId`, and `fieldMeta` are optional — only supplied values are updated. Placeholder positioning is not supported when updating; use coordinates.
|
||||
| `documentId` | number | Yes | The document ID |
|
||||
| `fields` | array | Yes | Array of field update objects |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -350,17 +311,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"data": [
|
||||
"documentId": 123,
|
||||
"fields": [
|
||||
{
|
||||
"id": 101,
|
||||
"type": "SIGNATURE",
|
||||
"positionY": 85
|
||||
"pageY": 85
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"type": "DATE",
|
||||
"positionY": 85
|
||||
"pageY": 85
|
||||
}
|
||||
]
|
||||
}'
|
||||
@@ -377,16 +338,16 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
data: [
|
||||
{ id: 101, type: 'SIGNATURE', positionY: 85 },
|
||||
{ id: 102, type: 'DATE', positionY: 85 },
|
||||
documentId: 123,
|
||||
fields: [
|
||||
{ id: 101, type: 'SIGNATURE', pageY: 85 },
|
||||
{ id: 102, type: 'DATE', pageY: 85 },
|
||||
],
|
||||
}),
|
||||
}
|
||||
);
|
||||
|
||||
const { data } = await response.json();
|
||||
const { fields } = await response.json();
|
||||
|
||||
````
|
||||
</Tab>
|
||||
@@ -396,48 +357,9 @@ const { data } = await response.json();
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
{
|
||||
"id": 101,
|
||||
"secondaryId": "field_abc123",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "85",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"fontSize": 18,
|
||||
"overflow": "auto"
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"secondaryId": "field_def456",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "50",
|
||||
"positionY": "85",
|
||||
"width": "20",
|
||||
"height": "3",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "date",
|
||||
"fontSize": 12,
|
||||
"textAlign": "left",
|
||||
"overflow": "auto"
|
||||
}
|
||||
}
|
||||
"fields": [
|
||||
{ "id": 101, "type": "SIGNATURE", "positionY": 85 },
|
||||
{ "id": 102, "type": "DATE", "positionY": 85 }
|
||||
]
|
||||
}
|
||||
````
|
||||
@@ -521,8 +443,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
|
||||
(0,0) ─────────────────────────── (100,0)
|
||||
│ │
|
||||
│ ┌─────────┐ │
|
||||
│ │ Field │ (positionX: 10, │
|
||||
│ │ │ positionY: 20, │
|
||||
│ │ Field │ (pageX: 10, │
|
||||
│ │ │ pageY: 20, │
|
||||
│ └─────────┘ width: 30, │
|
||||
│ height: 5) │
|
||||
│ │
|
||||
@@ -535,9 +457,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
|
||||
const field = {
|
||||
type: 'SIGNATURE',
|
||||
recipientId: 123,
|
||||
page: 1,
|
||||
positionX: 60, // 60% from left
|
||||
positionY: 85, // 85% from top (near bottom)
|
||||
pageNumber: 1,
|
||||
pageX: 60, // 60% from left
|
||||
pageY: 85, // 85% from top (near bottom)
|
||||
width: 30, // 30% of page width
|
||||
height: 8, // 8% of page height
|
||||
};
|
||||
@@ -557,33 +479,6 @@ This approach is useful when generating PDFs programmatically or using templates
|
||||
|
||||
See the [PDF Placeholders](/docs/users/documents/advanced/pdf-placeholders) guide for the full placeholder format reference, including supported field types, recipient identifiers, and field options.
|
||||
|
||||
### Placeholder Positioning via the API
|
||||
|
||||
`POST /envelope/field/create-many` accepts a placeholder position in place of coordinates. Instead of `page`, `positionX`, `positionY`, `width`, and `height`, pass:
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------- | ------- | -------- | ------------------------------------------------------------------------------------------------------------ |
|
||||
| `placeholder` | string | Yes | Text to search for in the PDF (e.g. `{{name}}`). The field is placed at the bounding box of the first match. |
|
||||
| `width` | number | No | Override the field width. Defaults to the width of the matched text. |
|
||||
| `height` | number | No | Override the field height. Defaults to the height of the matched text. |
|
||||
| `matchAll` | boolean | No | Create a field at every occurrence of the placeholder instead of only the first. |
|
||||
|
||||
```json
|
||||
{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"data": [
|
||||
{
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"placeholder": "{{signature}}",
|
||||
"matchAll": true
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
`POST /envelope/field/update-many` does not accept placeholders — field updates are coordinate-only.
|
||||
|
||||
---
|
||||
|
||||
## Field Meta Options
|
||||
@@ -748,15 +643,15 @@ All field types support these base options:
|
||||
Create a document with a signature block containing multiple field types:
|
||||
|
||||
```typescript
|
||||
async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
const data = [
|
||||
async function addSignatureBlock(documentId: number, recipientId: number) {
|
||||
const fields = [
|
||||
// Signature
|
||||
{
|
||||
type: 'SIGNATURE',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 80,
|
||||
width: 30,
|
||||
height: 8,
|
||||
fieldMeta: {
|
||||
@@ -768,9 +663,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'NAME',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 90,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 90,
|
||||
width: 30,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -782,9 +677,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'DATE',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 80,
|
||||
width: 20,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -796,9 +691,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'TEXT',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 90,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 90,
|
||||
width: 30,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -815,7 +710,7 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId, data }),
|
||||
body: JSON.stringify({ documentId, fields }),
|
||||
});
|
||||
|
||||
return response.json();
|
||||
|
||||
@@ -60,8 +60,8 @@ Authorization: api_xxxxxxxxxxxxxxxx
|
||||
href="/docs/developers/api/templates"
|
||||
/>
|
||||
<Card
|
||||
title="Team-scoped access"
|
||||
description="Use team-scoped API tokens with envelope endpoints."
|
||||
title="Teams"
|
||||
description="Manage teams and team members."
|
||||
href="/docs/developers/api/teams"
|
||||
/>
|
||||
</Cards>
|
||||
|
||||
@@ -119,7 +119,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
|
||||
| ------------------------------------------------- | ----------------------------------------------------- |
|
||||
| `GET /api/v2/document` | `GET /api/v2/envelope` |
|
||||
| `GET /api/v2/document/{documentId}` | `GET /api/v2/envelope/{envelopeId}` |
|
||||
| `POST /api/v2/document/get-many` | `POST /api/v2/envelope/get-many` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
|
||||
| `POST /api/v2/document/get-many` | `POST /api/v2/envelope/get-many` |
|
||||
| `POST /api/v2/document/create` | `POST /api/v2/envelope/create` |
|
||||
| `POST /api/v2/document/create/beta` | `POST /api/v2/envelope/create` |
|
||||
| `POST /api/v2/document/update` | `POST /api/v2/envelope/update` |
|
||||
@@ -140,7 +140,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
|
||||
| ------------------------------------- | ------------------------------------------------ |
|
||||
| `GET /api/v2/template` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
|
||||
| `GET /api/v2/template/{templateId}` | `GET /api/v2/envelope/{envelopeId}` |
|
||||
| `POST /api/v2/template/get-many` | `POST /api/v2/envelope/get-many` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
|
||||
| `POST /api/v2/template/get-many` | `POST /api/v2/envelope/get-many` |
|
||||
| `POST /api/v2/template/create` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
|
||||
| `POST /api/v2/template/create/beta` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
|
||||
| `POST /api/v2/template/update` | `POST /api/v2/envelope/update` |
|
||||
|
||||
@@ -11,12 +11,6 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
|
||||
|
||||
## HTTP Rate Limits
|
||||
|
||||
The rate limit applies to:
|
||||
|
||||
- `/api/v1/*`
|
||||
- `/api/v2/*`
|
||||
- `/api/v2-beta/*`
|
||||
|
||||
**Limit:** 1000 requests per minute per IP address
|
||||
**Response:** 429 Too Many Requests
|
||||
|
||||
@@ -25,7 +19,7 @@ The rate limit applies to:
|
||||
this value, in which case you can be rate-limited before reaching the global limit.
|
||||
</Callout>
|
||||
|
||||
### Global per-IP 429 Response
|
||||
### Rate Limit Response
|
||||
|
||||
```json
|
||||
{
|
||||
@@ -33,22 +27,10 @@ The rate limit applies to:
|
||||
}
|
||||
```
|
||||
|
||||
### Rate Limit Headers
|
||||
|
||||
Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
|
||||
exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
|
||||
and carry no rate limit headers:
|
||||
|
||||
| Header | Description |
|
||||
| ----------------------- | ---------------------------------------------------------------------- |
|
||||
| `X-RateLimit-Limit` | Maximum requests allowed in the current global window |
|
||||
| `X-RateLimit-Remaining` | Requests remaining in the current global window |
|
||||
| `X-RateLimit-Reset` | End of the current global window, as a Unix epoch timestamp in seconds |
|
||||
|
||||
A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
|
||||
value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
|
||||
until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
|
||||
for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).
|
||||
<Callout type="warn">
|
||||
No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
|
||||
seconds before retrying.
|
||||
</Callout>
|
||||
|
||||
## Resource Limits
|
||||
|
||||
@@ -62,55 +44,24 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
|
||||
| Total Recipients | 10 | Unlimited | Unlimited | Unlimited |
|
||||
| Direct Templates | 3 | Unlimited | Unlimited | Unlimited |
|
||||
|
||||
### Organisation Limit 429 Responses
|
||||
### Error Response
|
||||
|
||||
Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
|
||||
shape depends on the API version, and neither matches the global per-IP limiter's
|
||||
`{ "error": "..." }` body.
|
||||
|
||||
On `/api/v1/*`, the body contains only a message:
|
||||
When you exceed a resource limit:
|
||||
|
||||
```json
|
||||
{
|
||||
"message": "Too many requests, please try again later. Contact support if you require higher limits."
|
||||
"error": "You have reached your document limit for this month. Please upgrade your plan.",
|
||||
"code": "LIMIT_EXCEEDED",
|
||||
"statusCode": 400
|
||||
}
|
||||
```
|
||||
|
||||
On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
|
||||
|
||||
```json
|
||||
{
|
||||
"message": "Too many requests, please try again later. Contact support if you require higher limits.",
|
||||
"code": "TOO_MANY_REQUESTS",
|
||||
"data": {
|
||||
"code": "TOO_MANY_REQUESTS",
|
||||
"httpStatus": 429,
|
||||
"appError": {
|
||||
"code": "TOO_MANY_REQUESTS",
|
||||
"message": "Too many requests, please try again later. Contact support if you require higher limits."
|
||||
}
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
|
||||
their own window. Monthly quota responses carry no quota-specific rate limit headers or
|
||||
`Retry-After` because the quota is not a time window; rely on the status code and message instead.
|
||||
|
||||
## Error Codes
|
||||
|
||||
| Code | Status | Description |
|
||||
| ------------------- | ------ | ------------------------------------------------------------------ |
|
||||
| `TOO_MANY_REQUESTS` | 429 | Global per-IP, organisation windowed, or monthly quota exceeded |
|
||||
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
|
||||
|
||||
There are three sources of `TOO_MANY_REQUESTS` responses:
|
||||
|
||||
1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
|
||||
2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
|
||||
3. Organisation monthly quotas for the same three counters. Every authenticated API request
|
||||
consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
|
||||
exhausted — not just envelope-related ones.
|
||||
| Code | Status | Description |
|
||||
| ------------------- | ------ | ----------------------------- |
|
||||
| `TOO_MANY_REQUESTS` | 429 | HTTP rate limit exceeded |
|
||||
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -6,8 +6,6 @@ description: Add and manage envelope recipients via API.
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
@@ -18,7 +16,7 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
```json
|
||||
{
|
||||
"id": 123,
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeId": "clu1abc2def3ghi4jkl",
|
||||
"email": "signer@example.com",
|
||||
"name": "John Doe",
|
||||
"role": "SIGNER",
|
||||
@@ -136,7 +134,7 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/recipient/create-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeId": "clu1abc2def3ghi4jkl",
|
||||
"data": [
|
||||
{
|
||||
"email": "signer@example.com",
|
||||
@@ -166,7 +164,7 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
envelopeId: 'clu1abc2def3ghi4jkl',
|
||||
data: [
|
||||
{
|
||||
email: 'signer@example.com',
|
||||
@@ -198,7 +196,7 @@ const { data: recipients } = await response.json();
|
||||
"data": [
|
||||
{
|
||||
"id": 789,
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeId": "clu1abc2def3ghi4jkl",
|
||||
"email": "signer@example.com",
|
||||
"name": "John Doe",
|
||||
"role": "SIGNER",
|
||||
@@ -211,7 +209,7 @@ const { data: recipients } = await response.json();
|
||||
},
|
||||
{
|
||||
"id": 790,
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeId": "clu1abc2def3ghi4jkl",
|
||||
"email": "approver@example.com",
|
||||
"name": "Jane Smith",
|
||||
"role": "APPROVER",
|
||||
@@ -264,7 +262,7 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/recipient/update-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeId": "clu1abc2def3ghi4jkl",
|
||||
"data": [
|
||||
{
|
||||
"id": 789,
|
||||
@@ -286,7 +284,7 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
envelopeId: 'clu1abc2def3ghi4jkl',
|
||||
data: [
|
||||
{
|
||||
id: 789,
|
||||
@@ -389,7 +387,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/recipien
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
envelopeId: 'clu1abc2def3ghi4jkl',
|
||||
data: [
|
||||
{
|
||||
email: 'approver@example.com',
|
||||
@@ -464,7 +462,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/recipien
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
envelopeId: 'clu1abc2def3ghi4jkl',
|
||||
data: [
|
||||
{
|
||||
email: 'signer@example.com',
|
||||
|
||||
@@ -1,29 +1,44 @@
|
||||
---
|
||||
title: Team-Scoped API Access
|
||||
description: Use team-scoped API tokens with document and template envelopes.
|
||||
title: Teams API
|
||||
description: Manage team resources, documents, and templates with team-scoped API tokens.
|
||||
---
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
</Callout>
|
||||
|
||||
## Team Context
|
||||
## Team Object
|
||||
|
||||
<Callout type="info">
|
||||
The V2 REST API does not expose `/team/*` endpoints. Create and manage teams, members, and team
|
||||
settings in the Documenso web application. This page explains how a team-scoped token applies
|
||||
that team context to supported API resources.
|
||||
</Callout>
|
||||
A team object contains the following properties:
|
||||
|
||||
The API resolves the team from your token. You do not pass a team ID when creating, listing, or
|
||||
using envelopes. The token's team ID determines which resources the request can access.
|
||||
| Property | Type | Description |
|
||||
| ----------------- | -------------- | --------------------------------------------------- |
|
||||
| `id` | number | Unique team identifier |
|
||||
| `name` | string | Team display name |
|
||||
| `url` | string | Unique team URL slug |
|
||||
| `createdAt` | string | ISO 8601 timestamp |
|
||||
| `avatarImageId` | string \| null | ID of the team's avatar image |
|
||||
| `organisationId` | string | ID of the parent organisation |
|
||||
| `currentTeamRole` | string | Your role in the team: `ADMIN`, `MANAGER`, `MEMBER` |
|
||||
|
||||
### Example Team Object
|
||||
|
||||
```json
|
||||
{
|
||||
"id": 123,
|
||||
"name": "Engineering",
|
||||
"url": "engineering",
|
||||
"createdAt": "2025-01-15T10:30:00.000Z",
|
||||
"avatarImageId": null,
|
||||
"organisationId": "org_abc123",
|
||||
"currentTeamRole": "ADMIN"
|
||||
}
|
||||
```
|
||||
|
||||
## Team-Scoped API Tokens
|
||||
|
||||
@@ -80,7 +95,7 @@ Documents created with a team token belong to that team:
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: multipart/form-data" \
|
||||
-F 'payload={
|
||||
"type": "DOCUMENT",
|
||||
@@ -141,26 +156,26 @@ Retrieve all documents belonging to the team:
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
# List all team documents
|
||||
curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx"
|
||||
curl -X GET "https://app.documenso.com/api/v2/envelope" \
|
||||
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
|
||||
|
||||
# Filter by status
|
||||
curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx"
|
||||
curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
|
||||
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
|
||||
````
|
||||
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT', {
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope', {
|
||||
method: 'GET',
|
||||
headers: {
|
||||
Authorization: TEAM_API_TOKEN,
|
||||
},
|
||||
});
|
||||
|
||||
const { data, count } = await response.json();
|
||||
console.log(`Found ${count} team documents`);
|
||||
const { data, pagination } = await response.json();
|
||||
console.log(`Found ${pagination.totalItems} team documents`);
|
||||
|
||||
````
|
||||
</Tab>
|
||||
@@ -175,11 +190,10 @@ Templates created with a team token are shared across the team.
|
||||
<Tabs items={['curl', 'TypeScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
curl -X POST "https://app.documenso.com/api/v2/template/create" \
|
||||
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: multipart/form-data" \
|
||||
-F 'payload={
|
||||
"type": "TEMPLATE",
|
||||
"title": "NDA Template",
|
||||
"recipients": [
|
||||
{
|
||||
@@ -209,7 +223,6 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
|
||||
const form = new FormData();
|
||||
|
||||
const payload = {
|
||||
type: 'TEMPLATE',
|
||||
title: 'NDA Template',
|
||||
recipients: [
|
||||
{
|
||||
@@ -236,7 +249,7 @@ form.append('files', fs.createReadStream('./nda-template.pdf'), {
|
||||
contentType: 'application/pdf',
|
||||
});
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/create', {
|
||||
const response = await fetch('https://app.documenso.com/api/v2/template/create', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: TEAM_API_TOKEN,
|
||||
@@ -244,8 +257,8 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/create',
|
||||
body: form,
|
||||
});
|
||||
|
||||
const { id } = await response.json();
|
||||
console.log('Created team template envelope:', id);
|
||||
const template = await response.json();
|
||||
console.log('Created team template:', template.id);
|
||||
````
|
||||
</Tab>
|
||||
</Tabs>
|
||||
@@ -255,14 +268,14 @@ console.log('Created team template envelope:', id);
|
||||
<Tabs items={['curl', 'TypeScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X GET "https://app.documenso.com/api/v2/envelope?type=TEMPLATE" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx"
|
||||
curl -X GET "https://app.documenso.com/api/v2/template" \
|
||||
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
|
||||
````
|
||||
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=TEMPLATE', {
|
||||
const response = await fetch('https://app.documenso.com/api/v2/template', {
|
||||
method: 'GET',
|
||||
headers: {
|
||||
Authorization: TEAM_API_TOKEN,
|
||||
@@ -317,19 +330,19 @@ const SALES_TEAM_TOKEN = process.env.SALES_TEAM_API_TOKEN;
|
||||
const LEGAL_TEAM_TOKEN = process.env.LEGAL_TEAM_API_TOKEN;
|
||||
|
||||
// Get pending documents from sales team
|
||||
const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING', {
|
||||
const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=PENDING', {
|
||||
headers: { Authorization: SALES_TEAM_TOKEN },
|
||||
});
|
||||
const salesDocs = await salesResponse.json();
|
||||
|
||||
// Get completed documents from legal team
|
||||
const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=COMPLETED', {
|
||||
const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=COMPLETED', {
|
||||
headers: { Authorization: LEGAL_TEAM_TOKEN },
|
||||
});
|
||||
const legalDocs = await legalResponse.json();
|
||||
|
||||
console.log(`Sales team: ${salesDocs.count} pending`);
|
||||
console.log(`Legal team: ${legalDocs.count} completed`);
|
||||
console.log(`Sales team: ${salesDocs.pagination.totalItems} pending`);
|
||||
console.log(`Legal team: ${legalDocs.pagination.totalItems} completed`);
|
||||
```
|
||||
|
||||
## Error Responses
|
||||
|
||||
@@ -13,194 +13,7 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
</Callout>
|
||||
|
||||
## Use a Template Envelope
|
||||
|
||||
New integrations should create a document from a template envelope with the Envelope API.
|
||||
|
||||
```
|
||||
POST /envelope/use
|
||||
Content-Type: multipart/form-data
|
||||
```
|
||||
|
||||
The request uses `multipart/form-data`:
|
||||
|
||||
| Part | Type | Required | Description |
|
||||
| --------- | ------- | -------- | ------------------------------------------------------------------ |
|
||||
| `payload` | JSON | Yes | Template envelope ID, recipient details, and document settings |
|
||||
| `files` | File(s) | No | Replacement PDFs referenced by entries in `customDocumentData` |
|
||||
|
||||
### Payload Schema
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| -------------------- | ------- | -------- | ------------------------------------------------------------------------ |
|
||||
| `envelopeId` | string | Yes | ID of the template envelope |
|
||||
| `externalId` | string | No | Your identifier for the created document envelope |
|
||||
| `recipients` | array | No | Recipient details mapped to recipients in the template |
|
||||
| `distributeDocument` | boolean | No | If `true`, create the document as pending and distribute it |
|
||||
| `customDocumentData` | array | No | Maps uploaded replacement PDFs to template envelope items |
|
||||
| `folderId` | string | No | Folder in which to create the document |
|
||||
| `prefillFields` | array | No | Field values to prefill before distribution |
|
||||
| `override` | object | No | Template values to override for the created document |
|
||||
| `attachments` | array | No | Link attachments to add to the document |
|
||||
| `formValues` | object | No | PDF form values to apply |
|
||||
|
||||
Each recipient entry accepts the following fields:
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| -------------- | ------- | -------- | -------------------------------------------- |
|
||||
| `id` | number | Yes | Recipient ID from the template envelope |
|
||||
| `email` | string | Yes | Recipient email address |
|
||||
| `name` | string | No | Recipient display name |
|
||||
| `signingOrder` | number | No | Recipient position in sequential signing |
|
||||
|
||||
Each `customDocumentData` entry maps an uploaded file to a template item:
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ---------------- | ---------------- | -------- | --------------------------------------------------------------- |
|
||||
| `identifier` | string \| number | Yes | Uploaded filename or zero-based file index |
|
||||
| `envelopeItemId` | string | Yes | Template envelope item whose PDF the uploaded file replaces |
|
||||
|
||||
### Code Examples
|
||||
|
||||
<Tabs items={['curl', 'TypeScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/use" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-F 'payload={
|
||||
"envelopeId": "envelope_template123",
|
||||
"externalId": "contract-2025-001",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 1,
|
||||
"email": "john.doe@example.com",
|
||||
"name": "John Doe"
|
||||
}
|
||||
],
|
||||
"prefillFields": [
|
||||
{
|
||||
"id": 101,
|
||||
"type": "text",
|
||||
"value": "Senior Software Engineer"
|
||||
}
|
||||
],
|
||||
"distributeDocument": false
|
||||
}'
|
||||
```
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const form = new FormData();
|
||||
|
||||
form.append(
|
||||
'payload',
|
||||
JSON.stringify({
|
||||
envelopeId: 'envelope_template123',
|
||||
externalId: 'contract-2025-001',
|
||||
recipients: [
|
||||
{
|
||||
id: 1,
|
||||
email: 'john.doe@example.com',
|
||||
name: 'John Doe',
|
||||
},
|
||||
],
|
||||
prefillFields: [
|
||||
{
|
||||
id: 101,
|
||||
type: 'text',
|
||||
value: 'Senior Software Engineer',
|
||||
},
|
||||
],
|
||||
distributeDocument: false,
|
||||
}),
|
||||
);
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/use', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
},
|
||||
body: form,
|
||||
});
|
||||
|
||||
const document = await response.json();
|
||||
console.log('Created document envelope:', document.id);
|
||||
```
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### Response
|
||||
|
||||
```json
|
||||
{
|
||||
"id": "envelope_document123",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 1,
|
||||
"name": "John Doe",
|
||||
"email": "john.doe@example.com",
|
||||
"token": "recipient_token",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 1,
|
||||
"signingUrl": "https://app.documenso.com/sign/recipient_token"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
### Distribute the Created Envelope
|
||||
|
||||
If you leave `distributeDocument` unset or set it to `false`, distribute the created document with
|
||||
`POST /envelope/distribute`. Its response confirms delivery and includes each recipient's signing URL.
|
||||
|
||||
```typescript
|
||||
const distributionResponse = await fetch(
|
||||
'https://app.documenso.com/api/v2/envelope/distribute',
|
||||
{
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: document.id,
|
||||
}),
|
||||
},
|
||||
);
|
||||
|
||||
const distribution = await distributionResponse.json();
|
||||
console.log('Signing URL:', distribution.recipients[0].signingUrl);
|
||||
```
|
||||
|
||||
```json
|
||||
{
|
||||
"success": true,
|
||||
"id": "envelope_document123",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 1,
|
||||
"name": "John Doe",
|
||||
"email": "john.doe@example.com",
|
||||
"token": "recipient_token",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 1,
|
||||
"signingUrl": "https://app.documenso.com/sign/recipient_token"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Deprecated Template Endpoint Reference
|
||||
|
||||
<Callout type="warn">
|
||||
Every `/template/*` endpoint below is deprecated. Use the Envelope API for new integrations and
|
||||
follow [Migrating to Envelopes](/docs/developers/api/migrate-to-envelopes) to replace existing calls.
|
||||
The legacy reference remains here to support migrations.
|
||||
</Callout>
|
||||
|
||||
## Legacy Template Object
|
||||
## Template Object
|
||||
|
||||
A template object contains the following properties:
|
||||
|
||||
@@ -278,7 +91,7 @@ A template object contains the following properties:
|
||||
}
|
||||
```
|
||||
|
||||
## List Templates (Deprecated)
|
||||
## List Templates
|
||||
|
||||
Retrieve a paginated list of templates.
|
||||
|
||||
@@ -326,8 +139,8 @@ const response = await fetch(`${BASE_URL}/template`, {
|
||||
},
|
||||
});
|
||||
|
||||
const { data, count } = await response.json();
|
||||
console.log(`Found ${count} templates`);
|
||||
const { data, pagination } = await response.json();
|
||||
console.log(`Found ${pagination.totalItems} templates`);
|
||||
|
||||
// Filter by type
|
||||
const privateResponse = await fetch(
|
||||
@@ -368,16 +181,18 @@ const privateTemplates = await privateResponse.json();
|
||||
]
|
||||
}
|
||||
],
|
||||
"count": 25,
|
||||
"currentPage": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 3
|
||||
"pagination": {
|
||||
"page": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 3,
|
||||
"totalItems": 25
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Get Template (Deprecated)
|
||||
## Get Template
|
||||
|
||||
Retrieve a single template by ID.
|
||||
|
||||
@@ -423,9 +238,9 @@ Returns the full template object including recipients, fields, and metadata.
|
||||
|
||||
---
|
||||
|
||||
## Create Document from Template (Deprecated)
|
||||
## Create Document from Template
|
||||
|
||||
Create a new document using the deprecated template endpoint.
|
||||
Create a new document using a template. This is the primary way to use templates programmatically.
|
||||
|
||||
<Callout type="info">
|
||||
This endpoint does not support [PDF placeholder parsing](/docs/users/documents/advanced/pdf-placeholders). Use `POST /envelope/create` for placeholder-based field positioning.
|
||||
@@ -600,57 +415,32 @@ const prefilledDocument = await prefillResponse.json();
|
||||
|
||||
### Response
|
||||
|
||||
The endpoint returns the full legacy document object. The selected fields below show both the numeric
|
||||
legacy `id` and canonical `envelopeId`. Recipient entries do not include a `signingUrl`.
|
||||
Returns the created document object with recipients and signing URLs.
|
||||
|
||||
```json
|
||||
{
|
||||
"id": 789,
|
||||
"envelopeId": "envelope_xyz789",
|
||||
"id": "envelope_xyz789",
|
||||
"type": "DOCUMENT",
|
||||
"status": "PENDING",
|
||||
"source": "TEMPLATE",
|
||||
"title": "Employment Contract",
|
||||
"source": "TEMPLATE",
|
||||
"externalId": "contract-2025-001",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 1,
|
||||
"envelopeId": "envelope_xyz789",
|
||||
"documentId": 789,
|
||||
"templateId": null,
|
||||
"email": "john.doe@example.com",
|
||||
"name": "John Doe",
|
||||
"role": "SIGNER",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"signingOrder": 1
|
||||
"signingUrl": "https://app.documenso.com/sign/abc123"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
To send a document created with `distributeDocument: false` and receive signing links, call
|
||||
`POST /envelope/distribute` with its `envelopeId`:
|
||||
|
||||
```typescript
|
||||
const document = await response.json();
|
||||
|
||||
const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: document.envelopeId,
|
||||
}),
|
||||
});
|
||||
|
||||
const distribution = await distributionResponse.json();
|
||||
console.log('Signing URL:', distribution.recipients[0].signingUrl);
|
||||
```
|
||||
````
|
||||
|
||||
---
|
||||
|
||||
## Override Template Settings (Deprecated)
|
||||
## Override Template Settings
|
||||
|
||||
When creating a document from a template, you can override various settings:
|
||||
|
||||
@@ -698,7 +488,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
|
||||
|
||||
---
|
||||
|
||||
## Prefill Fields (Deprecated)
|
||||
## Prefill Fields
|
||||
|
||||
Prefill field values when creating a document from a template. This is useful for populating known data before sending.
|
||||
|
||||
@@ -787,7 +577,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
|
||||
|
||||
---
|
||||
|
||||
## Update Template (Deprecated)
|
||||
## Update Template
|
||||
|
||||
Update a template's properties.
|
||||
|
||||
@@ -853,7 +643,7 @@ const template = await response.json();
|
||||
|
||||
---
|
||||
|
||||
## Duplicate Template (Deprecated)
|
||||
## Duplicate Template
|
||||
|
||||
Create a copy of an existing template.
|
||||
|
||||
@@ -905,7 +695,7 @@ console.log('New template ID:', duplicatedTemplate.id);
|
||||
|
||||
---
|
||||
|
||||
## Delete Template (Deprecated)
|
||||
## Delete Template
|
||||
|
||||
Delete a template.
|
||||
|
||||
@@ -964,7 +754,7 @@ const { success } = await response.json();
|
||||
|
||||
---
|
||||
|
||||
## Direct Link Templates (Deprecated)
|
||||
## Direct Link Templates
|
||||
|
||||
Direct link templates allow recipients to create and sign documents without requiring you to explicitly create each document. When a recipient visits the direct link, a new document is automatically created from the template.
|
||||
|
||||
@@ -1108,7 +898,7 @@ const { success } = await response.json();
|
||||
|
||||
---
|
||||
|
||||
## Custom Document Data (Deprecated)
|
||||
## Custom Document Data
|
||||
|
||||
When creating a document from a template, you can replace the template's PDF with a custom PDF by using the `customDocumentData` parameter. This is useful when you need to generate the PDF dynamically while reusing the template's recipient and field configuration.
|
||||
|
||||
@@ -1123,7 +913,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
|
||||
|
||||
---
|
||||
|
||||
## Template Types (Legacy)
|
||||
## Template Types
|
||||
|
||||
| Type | Description |
|
||||
| --------- | ------------------------------------------------------------------ |
|
||||
@@ -1132,7 +922,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
|
||||
|
||||
---
|
||||
|
||||
## Complete Legacy Example: Contract Workflow (Deprecated)
|
||||
## Complete Example: Contract Workflow
|
||||
|
||||
This example demonstrates a complete workflow for using templates to send contracts.
|
||||
|
||||
@@ -1206,29 +996,16 @@ async function sendEmploymentContract(employeeData: {
|
||||
subject: `Employment Contract for ${employeeData.name}`,
|
||||
message: `Hi ${employeeData.name},\n\nPlease review and sign your employment contract.`,
|
||||
},
|
||||
distributeDocument: false,
|
||||
distributeDocument: true,
|
||||
externalId: `emp-contract-${Date.now()}`,
|
||||
}),
|
||||
});
|
||||
|
||||
const document = await documentResponse.json();
|
||||
|
||||
// 5. Distribute the envelope and get recipient signing links
|
||||
const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: document.envelopeId,
|
||||
}),
|
||||
});
|
||||
const distribution = await distributionResponse.json();
|
||||
|
||||
return {
|
||||
envelopeId: document.envelopeId,
|
||||
signingUrl: distribution.recipients[0].signingUrl,
|
||||
documentId: document.id,
|
||||
signingUrl: document.recipients[0].signingUrl,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -1241,7 +1018,7 @@ const result = await sendEmploymentContract({
|
||||
startDate: '2025-03-01',
|
||||
});
|
||||
|
||||
console.log('Document created:', result.envelopeId);
|
||||
console.log('Document created:', result.documentId);
|
||||
console.log('Signing URL:', result.signingUrl);
|
||||
````
|
||||
|
||||
|
||||
@@ -51,7 +51,6 @@ async function createAndSendDocument(
|
||||
pdfBuffer: Buffer,
|
||||
filename: string,
|
||||
title: string,
|
||||
externalId: string,
|
||||
recipients: Recipient[],
|
||||
): Promise<CreateAndSendResult> {
|
||||
const recipientPayload = recipients.map((recipient, index) => ({
|
||||
@@ -90,7 +89,6 @@ async function createAndSendDocument(
|
||||
JSON.stringify({
|
||||
type: 'DOCUMENT',
|
||||
title,
|
||||
externalId,
|
||||
recipients: recipientPayload,
|
||||
meta: {
|
||||
subject: `Please sign: ${title}`,
|
||||
@@ -147,7 +145,6 @@ const result = await createAndSendDocument(
|
||||
pdfBuffer,
|
||||
'contract.pdf',
|
||||
'Service Agreement',
|
||||
'nda-contract-ndac214',
|
||||
[
|
||||
{ email: 'client@example.com', name: 'John Smith', role: 'SIGNER' },
|
||||
{ email: 'manager@company.com', name: 'Jane Doe', role: 'SIGNER' },
|
||||
@@ -175,7 +172,6 @@ ENVELOPE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/create" \
|
||||
-F 'payload={
|
||||
"type": "DOCUMENT",
|
||||
"title": "Service Agreement",
|
||||
"externalId": "nda-contract-ndac214",
|
||||
"recipients": [
|
||||
{
|
||||
"email": "client@example.com",
|
||||
@@ -245,8 +241,6 @@ echo $DISTRIBUTE_RESPONSE | jq '.recipients[] | {email, signingUrl}'
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
`externalId` is your application's own reference for this document, such as an invoice number or a database key. Documenso stores it on the envelope and repeats it in every webhook as `payload.externalId`, so your handler can match the event to your record without keeping a lookup table of Documenso IDs. To react when everyone has signed, see [Workflow 4](#workflow-4-wait-for-completion-with-webhooks). To fetch the finished PDF, see [Workflow 5](#workflow-5-download-signed-documents).
|
||||
|
||||
---
|
||||
|
||||
## Workflow 2: Create Document from Template with Custom Data
|
||||
@@ -262,11 +256,8 @@ Use templates for repeatable document workflows. This example creates an employm
|
||||
Map template fields by label and build a <code>prefillFields</code> array
|
||||
</Step>
|
||||
<Step>
|
||||
Call <code>POST /template/use</code> with recipients and prefill data
|
||||
</Step>
|
||||
<Step>
|
||||
Distribute the returned envelope via <code>POST /envelope/distribute</code> and read its signing
|
||||
links
|
||||
Call <code>POST /template/use</code> with recipients, prefill data, and{' '}
|
||||
<code>distributeDocument: true</code>
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
@@ -300,7 +291,7 @@ type TemplateRecipient = {
|
||||
async function sendEmploymentContract(
|
||||
templateId: number,
|
||||
employee: EmployeeData,
|
||||
): Promise<{ documentId: number; signingUrl: string }> {
|
||||
): Promise<{ documentId: string; signingUrl: string }> {
|
||||
const templateResponse = await fetch(`${BASE_URL}/template/${templateId}`, {
|
||||
headers: { Authorization: API_TOKEN },
|
||||
});
|
||||
@@ -377,6 +368,7 @@ async function sendEmploymentContract(
|
||||
subject: `Your Employment Contract at ${employee.department}`,
|
||||
message: `Hi ${employee.name},\n\nPlease review and sign your employment contract for the ${employee.position} position.\n\nStart date: ${employee.startDate}`,
|
||||
},
|
||||
distributeDocument: true,
|
||||
externalId: `emp-${Date.now()}-${employee.email.split('@')[0]}`,
|
||||
}),
|
||||
});
|
||||
@@ -388,25 +380,9 @@ async function sendEmploymentContract(
|
||||
|
||||
const document = await createResponse.json();
|
||||
|
||||
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId: document.envelopeId }),
|
||||
});
|
||||
|
||||
if (!distributeResponse.ok) {
|
||||
const error = await distributeResponse.json();
|
||||
throw new Error(`Failed to send document: ${error.message}`);
|
||||
}
|
||||
|
||||
const distributeResult = await distributeResponse.json();
|
||||
|
||||
return {
|
||||
documentId: document.id,
|
||||
signingUrl: distributeResult.recipients[0].signingUrl,
|
||||
signingUrl: document.recipients[0].signingUrl,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -471,17 +447,12 @@ RESPONSE=$(curl -s -X POST "${BASE_URL}/template/use" \
|
||||
\"subject\": \"Your Employment Contract\",
|
||||
\"message\": \"Please review and sign your employment contract.\"
|
||||
},
|
||||
\"distributeDocument\": true,
|
||||
\"externalId\": \"emp-$(date +%s)-alice\"
|
||||
}")
|
||||
|
||||
ENVELOPE_ID=$(echo $RESPONSE | jq -r '.envelopeId')
|
||||
DISTRIBUTE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/distribute" \
|
||||
-H "Authorization: ${API_TOKEN}" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d "{\"envelopeId\": \"${ENVELOPE_ID}\"}")
|
||||
|
||||
echo "Document created: $(echo $RESPONSE | jq -r '.id')"
|
||||
echo "Signing URL: $(echo $DISTRIBUTE_RESPONSE | jq -r '.recipients[0].signingUrl')"
|
||||
echo "Document created:"
|
||||
echo $RESPONSE | jq '{id, signingUrl: .recipients[0].signingUrl}'
|
||||
````
|
||||
|
||||
</Tab>
|
||||
@@ -499,10 +470,8 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
|
||||
Fetch the template and get the signer recipient slot ID
|
||||
</Step>
|
||||
<Step>
|
||||
For each recipient, call <code>POST /template/use</code>
|
||||
</Step>
|
||||
<Step>
|
||||
Distribute each returned envelope via <code>POST /envelope/distribute</code>
|
||||
For each recipient, call <code>POST /template/use</code> with{' '}
|
||||
<code>distributeDocument: true</code>
|
||||
</Step>
|
||||
<Step>
|
||||
Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
|
||||
@@ -565,6 +534,7 @@ async function bulkSendFromTemplate(
|
||||
recipients: [
|
||||
{ id: signerSlot.id, email: recipient.email, name: recipient.name },
|
||||
],
|
||||
distributeDocument: true,
|
||||
externalId: `bulk-${Date.now()}-${recipient.email}`,
|
||||
}),
|
||||
});
|
||||
@@ -575,26 +545,10 @@ async function bulkSendFromTemplate(
|
||||
}
|
||||
|
||||
const document = await response.json();
|
||||
|
||||
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId: document.envelopeId }),
|
||||
});
|
||||
|
||||
if (!distributeResponse.ok) {
|
||||
const error = await distributeResponse.json();
|
||||
throw new Error(error.message || 'Failed to distribute document');
|
||||
}
|
||||
|
||||
const distributeResult = await distributeResponse.json();
|
||||
return {
|
||||
email: recipient.email,
|
||||
envelopeId: document.envelopeId,
|
||||
signingUrl: distributeResult.recipients[0].signingUrl,
|
||||
envelopeId: document.id,
|
||||
signingUrl: document.recipients[0].signingUrl,
|
||||
};
|
||||
}),
|
||||
);
|
||||
@@ -667,24 +621,14 @@ for RECIPIENT in "${RECIPIENTS[@]}"; do
|
||||
\"email\": \"${EMAIL}\",
|
||||
\"name\": \"${NAME}\"
|
||||
}],
|
||||
\"distributeDocument\": true,
|
||||
\"externalId\": \"bulk-$(date +%s)-${EMAIL}\"
|
||||
}")
|
||||
|
||||
if echo $RESPONSE | jq -e '.envelopeId' > /dev/null 2>&1; then
|
||||
ENVELOPE_ID=$(echo $RESPONSE | jq -r '.envelopeId')
|
||||
DISTRIBUTE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/distribute" \
|
||||
-H "Authorization: ${API_TOKEN}" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d "{\"envelopeId\": \"${ENVELOPE_ID}\"}")
|
||||
|
||||
if echo $DISTRIBUTE_RESPONSE | jq -e '.success' > /dev/null 2>&1; then
|
||||
echo " Success: ${ENVELOPE_ID}"
|
||||
echo " Signing URL: $(echo $DISTRIBUTE_RESPONSE | jq -r '.recipients[0].signingUrl')"
|
||||
else
|
||||
echo " Failed to distribute: $(echo $DISTRIBUTE_RESPONSE | jq -r '.message')"
|
||||
fi
|
||||
if echo $RESPONSE | jq -e '.id' > /dev/null 2>&1; then
|
||||
echo " Success: $(echo $RESPONSE | jq -r '.id')"
|
||||
else
|
||||
echo " Failed to create: $(echo $RESPONSE | jq -r '.message')"
|
||||
echo " Failed: $(echo $RESPONSE | jq -r '.message')"
|
||||
fi
|
||||
|
||||
# Rate limiting delay
|
||||
@@ -887,15 +831,13 @@ After a document is completed, download the signed PDF with all signatures embed
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
The `version` query parameter accepts `original`, `pending`, or `signed`.
|
||||
|
||||
<Tabs items={['TypeScript', 'curl']}>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const API_TOKEN = process.env.DOCUMENSO_API_TOKEN;
|
||||
const BASE_URL = 'https://app.documenso.com/api/v2';
|
||||
|
||||
type DownloadVersion = 'original' | 'pending' | 'signed';
|
||||
type DownloadVersion = 'signed' | 'original';
|
||||
|
||||
async function downloadDocument(
|
||||
envelopeId: string,
|
||||
@@ -949,7 +891,7 @@ async function downloadAllCompletedDocuments(outputDir: string): Promise<void> {
|
||||
{ headers: { Authorization: API_TOKEN } },
|
||||
);
|
||||
|
||||
const { data, count, currentPage, perPage, totalPages } = await response.json();
|
||||
const { data, pagination } = await response.json();
|
||||
|
||||
for (const envelope of data) {
|
||||
try {
|
||||
@@ -963,8 +905,8 @@ async function downloadAllCompletedDocuments(outputDir: string): Promise<void> {
|
||||
await new Promise((resolve) => setTimeout(resolve, 500));
|
||||
}
|
||||
|
||||
hasMore = currentPage < totalPages;
|
||||
page = currentPage + 1;
|
||||
hasMore = page < pagination.totalPages;
|
||||
page++;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1058,12 +1000,9 @@ async function fetchWithRetry(
|
||||
// Retry on rate limit
|
||||
if (response.status === 429) {
|
||||
const retryAfter = response.headers.get('Retry-After');
|
||||
// Honor Retry-After exactly; the cap only applies to the exponential fallback.
|
||||
const delay = retryAfter
|
||||
? parseInt(retryAfter) * 1000
|
||||
: Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
|
||||
const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
|
||||
console.log(`Rate limited, waiting ${delay}ms...`);
|
||||
await new Promise((resolve) => setTimeout(resolve, delay));
|
||||
await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
|
||||
continue;
|
||||
}
|
||||
|
||||
|
||||
@@ -24,18 +24,20 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
{/* prettier-ignore */}
|
||||
<Steps>
|
||||
<Step>
|
||||
### Select a team
|
||||
### Open settings
|
||||
|
||||
Log in to Documenso and open the team that the integration should access. API tokens are scoped to a
|
||||
team.
|
||||
- Log in to your Documenso account
|
||||
- Click your avatar in the top right corner
|
||||
- Select **Settings** from the dropdown menu
|
||||
|
||||

|
||||
|
||||
</Step>
|
||||
|
||||
<Step>
|
||||
### Open API Tokens
|
||||
### Navigate to the API Tokens tab
|
||||
|
||||
Go to **Team Settings** → **API Tokens**, or open
|
||||
`/t/{teamUrl}/settings/tokens` after replacing `{teamUrl}` with your team's URL.
|
||||
Go to **Settings** and open the **API Tokens** tab.
|
||||
|
||||

|
||||
|
||||
@@ -46,7 +48,7 @@ Go to **Team Settings** → **API Tokens**, or open
|
||||
|
||||
- Click **Create Token**
|
||||
- Enter a descriptive name (e.g., `production-backend`, `zapier-integration`)
|
||||
- Select an expiration period: 7 days, 1 month, 3 months, 6 months, 12 months, or Never
|
||||
- Select an expiration period: never expires, 7 days, 1 month, 3 months, 6 months, or 1 year
|
||||
- Click **Create Token**
|
||||
|
||||
</Step>
|
||||
@@ -73,21 +75,21 @@ Include the token in the `Authorization` header of your HTTP requests.
|
||||
### cURL
|
||||
|
||||
```bash
|
||||
curl https://app.documenso.com/api/v2/envelope \
|
||||
curl https://app.documenso.com/api/v2/document \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx"
|
||||
```
|
||||
|
||||
### JavaScript / TypeScript
|
||||
|
||||
```typescript
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope', {
|
||||
const response = await fetch('https://app.documenso.com/api/v2/document', {
|
||||
method: 'GET',
|
||||
headers: {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
},
|
||||
});
|
||||
|
||||
const envelopes = await response.json();
|
||||
const documents = await response.json();
|
||||
```
|
||||
|
||||
### Using the TypeScript SDK
|
||||
@@ -127,7 +129,7 @@ SDKs are available for [TypeScript](https://github.com/documenso/sdk-typescript)
|
||||
|
||||
## Token Security
|
||||
|
||||
API tokens grant full API access to the team they were created for. Follow these practices to keep them secure:
|
||||
API tokens grant full access to your account. Follow these practices to keep them secure:
|
||||
|
||||
- **Never commit tokens to version control.** Use environment variables instead.
|
||||
- **Use descriptive names.** Names like `zapier-prod` or `backend-staging` help you identify token usage.
|
||||
@@ -153,11 +155,12 @@ const client = new Documenso({
|
||||
|
||||
## Token Scope
|
||||
|
||||
API tokens have full API access to the team they were created for, including:
|
||||
API tokens have full access to your account, including:
|
||||
|
||||
- Creating, reading, updating, and deleting documents
|
||||
- Managing recipients and fields
|
||||
- Accessing templates
|
||||
- Managing team resources (if the token owner has team access)
|
||||
|
||||
There is currently no way to create tokens with limited scopes or permissions.
|
||||
|
||||
@@ -168,7 +171,7 @@ To revoke a token:
|
||||
{/* prettier-ignore */}
|
||||
<Steps>
|
||||
<Step>
|
||||
Go to **Team Settings** → **API Tokens**
|
||||
Go to **Settings** > **API Tokens**
|
||||
</Step>
|
||||
<Step>
|
||||
Find the token you want to revoke
|
||||
@@ -191,7 +194,7 @@ Revoked tokens stop working immediately. Any integrations using that token will
|
||||
</Accordion>
|
||||
<Accordion title="401 Unauthorized — Expired token">Create a new token in settings.</Accordion>
|
||||
<Accordion title="403 Forbidden — Token doesn't have access to the resource">
|
||||
Ensure you're accessing resources owned by the token's team.
|
||||
Ensure you're accessing resources owned by the token's account.
|
||||
</Accordion>
|
||||
</Accordions>
|
||||
|
||||
|
||||
@@ -78,10 +78,12 @@ A successful response returns a list of your documents (envelopes):
|
||||
"createdAt": "2025-01-15T10:30:00.000Z"
|
||||
}
|
||||
],
|
||||
"count": 1,
|
||||
"currentPage": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 1
|
||||
"pagination": {
|
||||
"page": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 1,
|
||||
"totalItems": 1
|
||||
}
|
||||
}
|
||||
````
|
||||
|
||||
@@ -226,12 +228,9 @@ After creating a document, it's in `DRAFT` status. To send it to recipients, use
|
||||
<Tabs items={['curl', 'JavaScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribute" \
|
||||
-H "Authorization: YOUR_API_TOKEN" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abc123"
|
||||
}'
|
||||
-H "Content-Type: application/json"
|
||||
````
|
||||
|
||||
</Tab>
|
||||
@@ -239,14 +238,16 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
|
||||
```javascript
|
||||
const envelopeId = 'envelope_abc123';
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/distribute', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'YOUR_API_TOKEN',
|
||||
'Content-Type': 'application/json',
|
||||
const response = await fetch(
|
||||
`https://app.documenso.com/api/v2/envelope/${envelopeId}/distribute`,
|
||||
{
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'YOUR_API_TOKEN',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
},
|
||||
body: JSON.stringify({ envelopeId }),
|
||||
});
|
||||
);
|
||||
|
||||
const data = await response.json();
|
||||
console.log('Document sent:', data);
|
||||
@@ -336,14 +337,16 @@ async function createAndSendDocument(pdfPath, recipientEmail, recipientName) {
|
||||
console.log('Created envelope:', envelope.id);
|
||||
|
||||
// Step 2: Send the document for signing
|
||||
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Authorization': API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId: envelope.id }),
|
||||
});
|
||||
const distributeResponse = await fetch(
|
||||
`${BASE_URL}/envelope/${envelope.id}/distribute`,
|
||||
{
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Authorization': API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
}
|
||||
);
|
||||
|
||||
if (!distributeResponse.ok) {
|
||||
const error = await distributeResponse.json();
|
||||
@@ -419,12 +422,9 @@ echo "Created envelope: ${ENVELOPE_ID}"
|
||||
# Step 2: Send the document for signing
|
||||
|
||||
echo "Sending document..."
|
||||
curl -s -X POST "${BASE_URL}/envelope/distribute" \
|
||||
curl -s -X POST "${BASE_URL}/envelope/${ENVELOPE_ID}/distribute" \
|
||||
-H "Authorization: ${API_TOKEN}" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d "{
|
||||
\"envelopeId\": \"${ENVELOPE_ID}\"
|
||||
}"
|
||||
-H "Content-Type: application/json"
|
||||
|
||||
echo "Document sent for signing!"
|
||||
|
||||
@@ -441,7 +441,7 @@ The API returns standard HTTP status codes and JSON error responses:
|
||||
| `400` | Bad request - check your request payload |
|
||||
| `401` | Unauthorized - invalid or missing API token |
|
||||
| `404` | Not found - resource doesn't exist |
|
||||
| `429` | Rate limit or plan quota. If `Retry-After` is present, retry the request. |
|
||||
| `429` | Rate limited - wait 60 seconds and retry |
|
||||
| `500` | Server error - retry or contact support |
|
||||
|
||||
### Error Response Format
|
||||
@@ -485,9 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
|
||||
|
||||
### Handling Rate Limits
|
||||
|
||||
The API has a limit of 1000 requests per minute for each IP address, and your organisation can have a lower limit. Each response includes `X-RateLimit-Remaining` and `X-RateLimit-Reset` (an epoch timestamp in seconds). A windowed rate-limit `429` response includes `Retry-After`. Wait for that number of seconds before you send the request again. A quota `429` response does not include `Retry-After` because a wait cannot correct the quota error. If `Retry-After` is not present, do not send the request again automatically.
|
||||
|
||||
Refer to [Error Handling Patterns](/docs/developers/examples/common-workflows#error-handling-patterns) for more retry information.
|
||||
The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
|
||||
|
||||
```javascript
|
||||
async function fetchWithRetry(url, options, maxRetries = 3) {
|
||||
@@ -495,15 +493,8 @@ async function fetchWithRetry(url, options, maxRetries = 3) {
|
||||
const response = await fetch(url, options);
|
||||
|
||||
if (response.status === 429) {
|
||||
const retryAfter = response.headers.get('Retry-After');
|
||||
|
||||
if (!retryAfter) {
|
||||
return response;
|
||||
}
|
||||
|
||||
const retryAfterSeconds = Number.parseInt(retryAfter, 10);
|
||||
console.log(`Rate limit. Wait ${retryAfterSeconds} seconds...`);
|
||||
await new Promise((resolve) => setTimeout(resolve, retryAfterSeconds * 1000));
|
||||
console.log('Rate limited, waiting 60 seconds...');
|
||||
await new Promise((resolve) => setTimeout(resolve, 60000));
|
||||
continue;
|
||||
}
|
||||
|
||||
|
||||
@@ -102,7 +102,7 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
|
||||
| Variable | Description | Default |
|
||||
| ------------------------------------------- | -------------------------------------------------------------- | ------------------------- |
|
||||
| `PORT` | Port the application listens on | `3000` |
|
||||
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | Path to signing certificate inside container — set to the volume-mount path (e.g. `/opt/documenso/cert.p12`). Only Docker Compose defaults this; plain `docker run` must set it explicitly | - |
|
||||
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | Path to signing certificate inside container | `/opt/documenso/cert.p12` |
|
||||
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for the signing certificate | - |
|
||||
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | Base64-encoded `.p12` certificate (alternative to file path) | - |
|
||||
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Document storage: `database` or `s3` | `database` |
|
||||
@@ -136,7 +136,6 @@ docker run -d \
|
||||
-e NEXT_PUBLIC_WEBAPP_URL="https://sign.example.com" \
|
||||
-e NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000" \
|
||||
-e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@db-host:5432/documenso" \
|
||||
-e NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH="/opt/documenso/cert.p12" \
|
||||
-e NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password" \
|
||||
-e NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth" \
|
||||
-e NEXT_PRIVATE_SMTP_HOST="smtp.example.com" \
|
||||
@@ -155,12 +154,6 @@ A signing certificate is required for document signing. You have two options for
|
||||
- **Volume mount** — mount a `.p12` file from the host into the container at `/opt/documenso/cert.p12` (shown above). This is the simplest approach for small to moderate deployments.
|
||||
- **Base64-encoded contents** — set `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` with the base64-encoded certificate string. Use this when file mounting is not available (e.g., Railway, Vercel).
|
||||
|
||||
<Callout type="warn">
|
||||
Plain `docker run` deployments must set `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` explicitly. This
|
||||
prevents production deployments from accidentally using the insecure example certificate.
|
||||
Docker Compose sets the file path for you.
|
||||
</Callout>
|
||||
|
||||
For production deployments that require Adobe Approved Trust List recognition, consider using a [Google Cloud HSM](/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm) or another external HSM.
|
||||
|
||||
<Callout type="warn">
|
||||
@@ -185,7 +178,6 @@ NEXT_PUBLIC_WEBAPP_URL=https://sign.example.com
|
||||
NEXT_PRIVATE_INTERNAL_WEBAPP_URL=http://localhost:3000
|
||||
NEXT_PRIVATE_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
|
||||
NEXT_PRIVATE_DIRECT_DATABASE_URL=postgresql://user:password@db-host:5432/documenso
|
||||
NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12
|
||||
NEXT_PRIVATE_SIGNING_PASSPHRASE=your-certificate-password
|
||||
NEXT_PRIVATE_SMTP_TRANSPORT=smtp-auth
|
||||
NEXT_PRIVATE_SMTP_HOST=smtp.example.com
|
||||
@@ -211,12 +203,6 @@ docker run -d \
|
||||
|
||||
Documenso provides health check endpoints for monitoring:
|
||||
|
||||
<Callout type="info">
|
||||
If a certificate is mounted but signing fails, ensure `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`
|
||||
explicitly points to its path inside the container. Production does not use the development
|
||||
example certificate as a fallback.
|
||||
</Callout>
|
||||
|
||||
| Endpoint | Purpose |
|
||||
| ------------------------- | -------------------------------------------------------------- |
|
||||
| `/api/health` | Checks database connectivity and certificate status |
|
||||
|
||||
@@ -14,8 +14,8 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
|
||||
## Prerequisites
|
||||
|
||||
- Node.js 24 or later
|
||||
- npm 11.17 or later
|
||||
- Node.js 22 or later
|
||||
- npm 11 or later
|
||||
- PostgreSQL 14 or later
|
||||
- A Linux server (for systemd service setup)
|
||||
|
||||
|
||||
@@ -141,8 +141,8 @@ If building from source (not using Docker images):
|
||||
|
||||
| Requirement | Version |
|
||||
| ----------- | ------- |
|
||||
| Node.js | 24+ |
|
||||
| npm | 11.17+ |
|
||||
| Node.js | 22+ |
|
||||
| npm | 11+ |
|
||||
|
||||
---
|
||||
|
||||
@@ -169,7 +169,7 @@ Documenso runs on:
|
||||
| MySQL/MariaDB | PostgreSQL-specific features required |
|
||||
| SQLite | Not suitable for production workloads |
|
||||
| MongoDB | Relational database required |
|
||||
| Node.js < 24 | Modern JavaScript features required |
|
||||
| Node.js < 22 | Modern JavaScript features required |
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -34,7 +34,7 @@ To access the preferences, navigate to either the organisation or teams settings
|
||||
| **Default Recipients** | Recipients that are automatically added to new documents. Can be overridden per document. |
|
||||
| **Default Envelope Expiration** | How long recipients have to sign before the signing link expires. See [recipient expiration](/docs/users/documents/advanced/recipient-expiration). |
|
||||
| **Default Signing Reminders** | When and how often to email recipients who have not yet signed. See [signing reminders](/docs/users/documents/advanced/signing-reminders). |
|
||||
| **Delegate Document Ownership** | By default, documents created with a team API token are owned by the user who created the token. Enable this setting to let supported API requests assign ownership to another team member. |
|
||||
| **Delegate Document Ownership** | Allow team API tokens to delegate document ownership to another team member. |
|
||||
| **AI Features** | Enable AI-powered features such as automatic recipient detection. Only shown if AI features are configured on the instance. |
|
||||
|
||||
Document visibility, language, and signature settings can be overridden per document.
|
||||
|
||||
@@ -10,12 +10,13 @@
|
||||
"postinstall": "fumadocs-mdx"
|
||||
},
|
||||
"dependencies": {
|
||||
"fumadocs-core": "16.14.3",
|
||||
"fumadocs-mdx": "15.2.3",
|
||||
"fumadocs-ui": "16.14.3",
|
||||
"@radix-ui/react-tabs": "^1.1.13",
|
||||
"fumadocs-core": "16.5.0",
|
||||
"fumadocs-mdx": "14.2.6",
|
||||
"fumadocs-ui": "16.5.0",
|
||||
"lucide-react": "^0.563.0",
|
||||
"mermaid": "^11.12.2",
|
||||
"next": "^16.3.3",
|
||||
"next": "16.2.6",
|
||||
"next-plausible": "^3.12.5",
|
||||
"next-themes": "^0.4.6",
|
||||
"react": "^19.2.4",
|
||||
|
||||
@@ -1,23 +1,142 @@
|
||||
/**
|
||||
* Apply the public statistics API's wildcard CORS policy, without credentials.
|
||||
* Multi purpose CORS lib.
|
||||
* Note: Based on the `cors` package in npm but using only web APIs.
|
||||
* Taken from: https://github.com/vercel/examples/blob/main/edge-functions/cors/lib/cors.ts
|
||||
*/
|
||||
export default async function cors(req: Request, res: Response): Promise<Response> {
|
||||
|
||||
type StaticOrigin = boolean | string | RegExp | (boolean | string | RegExp)[];
|
||||
|
||||
type OriginFn = (origin: string | undefined, req: Request) => StaticOrigin | Promise<StaticOrigin>;
|
||||
|
||||
interface CorsOptions {
|
||||
origin?: StaticOrigin | OriginFn;
|
||||
methods?: string | string[];
|
||||
allowedHeaders?: string | string[];
|
||||
exposedHeaders?: string | string[];
|
||||
credentials?: boolean;
|
||||
maxAge?: number;
|
||||
preflightContinue?: boolean;
|
||||
optionsSuccessStatus?: number;
|
||||
}
|
||||
|
||||
const defaultOptions: CorsOptions = {
|
||||
origin: '*',
|
||||
methods: 'GET,HEAD,PUT,PATCH,POST,DELETE',
|
||||
preflightContinue: false,
|
||||
optionsSuccessStatus: 204,
|
||||
};
|
||||
|
||||
function isOriginAllowed(origin: string, allowed: StaticOrigin): boolean {
|
||||
return Array.isArray(allowed)
|
||||
? allowed.some((o) => isOriginAllowed(origin, o))
|
||||
: typeof allowed === 'string'
|
||||
? origin === allowed
|
||||
: allowed instanceof RegExp
|
||||
? allowed.test(origin)
|
||||
: !!allowed;
|
||||
}
|
||||
|
||||
function getOriginHeaders(reqOrigin: string | undefined, origin: StaticOrigin) {
|
||||
const headers = new Headers();
|
||||
|
||||
if (origin === '*') {
|
||||
headers.set('Access-Control-Allow-Origin', '*');
|
||||
} else if (typeof origin === 'string') {
|
||||
headers.set('Access-Control-Allow-Origin', origin);
|
||||
headers.append('Vary', 'Origin');
|
||||
} else {
|
||||
const allowed = isOriginAllowed(reqOrigin ?? '', origin);
|
||||
|
||||
if (allowed && reqOrigin) {
|
||||
headers.set('Access-Control-Allow-Origin', reqOrigin);
|
||||
}
|
||||
headers.append('Vary', 'Origin');
|
||||
}
|
||||
|
||||
return headers;
|
||||
}
|
||||
|
||||
async function originHeadersFromReq(req: Request, origin: StaticOrigin | OriginFn) {
|
||||
const reqOrigin = req.headers.get('Origin') || undefined;
|
||||
const value = typeof origin === 'function' ? await origin(reqOrigin, req) : origin;
|
||||
|
||||
if (!value) {
|
||||
return;
|
||||
}
|
||||
return getOriginHeaders(reqOrigin, value);
|
||||
}
|
||||
|
||||
function getAllowedHeaders(req: Request, allowed?: string | string[]) {
|
||||
const headers = new Headers();
|
||||
|
||||
if (!allowed) {
|
||||
allowed = req.headers.get('Access-Control-Request-Headers')!;
|
||||
headers.append('Vary', 'Access-Control-Request-Headers');
|
||||
} else if (Array.isArray(allowed)) {
|
||||
allowed = allowed.join(',');
|
||||
}
|
||||
if (allowed) {
|
||||
headers.set('Access-Control-Allow-Headers', allowed);
|
||||
}
|
||||
|
||||
return headers;
|
||||
}
|
||||
|
||||
export default async function cors(req: Request, res: Response, options?: CorsOptions) {
|
||||
const opts = { ...defaultOptions, ...options };
|
||||
const { headers } = res;
|
||||
headers.set('Access-Control-Allow-Origin', '*');
|
||||
const originHeaders = await originHeadersFromReq(req, opts.origin ?? false);
|
||||
const mergeHeaders = (v: string, k: string) => {
|
||||
if (k === 'Vary') {
|
||||
headers.append(k, v);
|
||||
} else {
|
||||
headers.set(k, v);
|
||||
}
|
||||
};
|
||||
|
||||
// If there's no origin we won't touch the response
|
||||
if (!originHeaders) {
|
||||
return res;
|
||||
}
|
||||
|
||||
originHeaders.forEach(mergeHeaders);
|
||||
|
||||
if (opts.credentials) {
|
||||
headers.set('Access-Control-Allow-Credentials', 'true');
|
||||
}
|
||||
|
||||
const exposed = Array.isArray(opts.exposedHeaders) ? opts.exposedHeaders.join(',') : opts.exposedHeaders;
|
||||
|
||||
if (exposed) {
|
||||
headers.set('Access-Control-Expose-Headers', exposed);
|
||||
}
|
||||
|
||||
// Handle the preflight request
|
||||
if (req.method === 'OPTIONS') {
|
||||
headers.set('Access-Control-Allow-Methods', 'GET,HEAD,PUT,PATCH,POST,DELETE');
|
||||
headers.set('Vary', 'Access-Control-Request-Headers');
|
||||
if (opts.methods) {
|
||||
const methods = Array.isArray(opts.methods) ? opts.methods.join(',') : opts.methods;
|
||||
|
||||
const allowedHeaders = req.headers.get('Access-Control-Request-Headers');
|
||||
headers.set('Access-Control-Allow-Methods', methods);
|
||||
}
|
||||
|
||||
if (allowedHeaders) {
|
||||
headers.set('Access-Control-Allow-Headers', allowedHeaders);
|
||||
getAllowedHeaders(req, opts.allowedHeaders).forEach(mergeHeaders);
|
||||
|
||||
if (typeof opts.maxAge === 'number') {
|
||||
headers.set('Access-Control-Max-Age', String(opts.maxAge));
|
||||
}
|
||||
|
||||
if (opts.preflightContinue) {
|
||||
return res;
|
||||
}
|
||||
|
||||
headers.set('Content-Length', '0');
|
||||
return new Response(null, { status: 204, headers });
|
||||
return new Response(null, { status: opts.optionsSuccessStatus, headers });
|
||||
}
|
||||
|
||||
// If we got here, it's a normal request
|
||||
return res;
|
||||
}
|
||||
|
||||
export function initCors(options?: CorsOptions) {
|
||||
return async (req: Request, res: Response) => cors(req, res, options);
|
||||
}
|
||||
|
||||
@@ -12,11 +12,11 @@
|
||||
"dependencies": {
|
||||
"@documenso/prisma": "*",
|
||||
"luxon": "^3.7.2",
|
||||
"next": "^16.3.3"
|
||||
"next": "16.2.6"
|
||||
},
|
||||
"devDependencies": {
|
||||
"@types/node": "^20",
|
||||
"@types/react": "^19.2.17",
|
||||
"@types/react": "18.3.27",
|
||||
"typescript": "5.6.2"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,25 @@
|
||||
FROM oven/bun:1 AS dependencies-env
|
||||
COPY . /app
|
||||
|
||||
FROM dependencies-env AS development-dependencies-env
|
||||
COPY ./package.json bun.lockb /app/
|
||||
WORKDIR /app
|
||||
RUN bun i --frozen-lockfile
|
||||
|
||||
FROM dependencies-env AS production-dependencies-env
|
||||
COPY ./package.json bun.lockb /app/
|
||||
WORKDIR /app
|
||||
RUN bun i --production
|
||||
|
||||
FROM dependencies-env AS build-env
|
||||
COPY ./package.json bun.lockb /app/
|
||||
COPY --from=development-dependencies-env /app/node_modules /app/node_modules
|
||||
WORKDIR /app
|
||||
RUN bun run build
|
||||
|
||||
FROM dependencies-env
|
||||
COPY ./package.json bun.lockb /app/
|
||||
COPY --from=production-dependencies-env /app/node_modules /app/node_modules
|
||||
COPY --from=build-env /app/build /app/build
|
||||
WORKDIR /app
|
||||
CMD ["bun", "run", "start"]
|
||||
@@ -0,0 +1,26 @@
|
||||
FROM node:20-alpine AS dependencies-env
|
||||
RUN npm i -g pnpm
|
||||
COPY . /app
|
||||
|
||||
FROM dependencies-env AS development-dependencies-env
|
||||
COPY ./package.json pnpm-lock.yaml /app/
|
||||
WORKDIR /app
|
||||
RUN pnpm i --frozen-lockfile
|
||||
|
||||
FROM dependencies-env AS production-dependencies-env
|
||||
COPY ./package.json pnpm-lock.yaml /app/
|
||||
WORKDIR /app
|
||||
RUN pnpm i --prod --frozen-lockfile
|
||||
|
||||
FROM dependencies-env AS build-env
|
||||
COPY ./package.json pnpm-lock.yaml /app/
|
||||
COPY --from=development-dependencies-env /app/node_modules /app/node_modules
|
||||
WORKDIR /app
|
||||
RUN pnpm build
|
||||
|
||||
FROM dependencies-env
|
||||
COPY ./package.json pnpm-lock.yaml /app/
|
||||
COPY --from=production-dependencies-env /app/node_modules /app/node_modules
|
||||
COPY --from=build-env /app/build /app/build
|
||||
WORKDIR /app
|
||||
CMD ["pnpm", "start"]
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
@@ -72,7 +71,6 @@ export const EnvelopeDistributeDialog = ({
|
||||
const { toast } = useToast();
|
||||
const { t, i18n } = useLingui();
|
||||
const navigate = useNavigate();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const [isOpen, setIsOpen] = useState(false);
|
||||
const [isSyncing, setIsSyncing] = useState(false);
|
||||
@@ -202,12 +200,6 @@ export const EnvelopeDistributeDialog = ({
|
||||
} catch (err) {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'distribute_document',
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
const errorMessage = getDistributeErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
|
||||
@@ -36,12 +36,6 @@ type EnvelopeDownloadDialogProps = {
|
||||
isLegacy?: boolean;
|
||||
envelopeItems?: EnvelopeItemToDownload[];
|
||||
|
||||
/**
|
||||
* Used as the display/download name for single-item envelopes, since item titles
|
||||
* are never updated when the envelope is renamed.
|
||||
*/
|
||||
envelopeTitle: string;
|
||||
|
||||
/**
|
||||
* The recipient token to download the document.
|
||||
*
|
||||
@@ -56,7 +50,6 @@ export const EnvelopeDownloadDialog = ({
|
||||
envelopeStatus,
|
||||
isLegacy,
|
||||
envelopeItems: initialEnvelopeItems,
|
||||
envelopeTitle,
|
||||
token,
|
||||
trigger,
|
||||
}: EnvelopeDownloadDialogProps) => {
|
||||
@@ -111,8 +104,6 @@ export const EnvelopeDownloadDialog = ({
|
||||
|
||||
const envelopeItems = envelopeItemsPayload?.data || [];
|
||||
|
||||
const getItemTitle = (item: EnvelopeItemToDownload) => (envelopeItems.length === 1 ? envelopeTitle : item.title);
|
||||
|
||||
const onDownload = async (envelopeItem: EnvelopeItemToDownload, version: 'original' | 'signed' | 'pending') => {
|
||||
const { id: envelopeItemId } = envelopeItem;
|
||||
|
||||
@@ -129,7 +120,7 @@ export const EnvelopeDownloadDialog = ({
|
||||
await downloadPDF({
|
||||
envelopeItem,
|
||||
token,
|
||||
fileName: getItemTitle(envelopeItem),
|
||||
fileName: envelopeItem.title,
|
||||
version,
|
||||
});
|
||||
|
||||
@@ -195,8 +186,8 @@ export const EnvelopeDownloadDialog = ({
|
||||
|
||||
<div className="min-w-0 flex-1">
|
||||
{/* Todo: Envelopes - Fix overflow */}
|
||||
<h4 className="truncate font-medium text-foreground text-sm" title={getItemTitle(item)}>
|
||||
{getItemTitle(item)}
|
||||
<h4 className="truncate font-medium text-foreground text-sm" title={item.title}>
|
||||
{item.title}
|
||||
</h4>
|
||||
<p className="mt-0.5 text-muted-foreground text-xs">
|
||||
<Trans>PDF Document</Trans>
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import type { TEnvelope } from '@documenso/lib/types/envelope';
|
||||
@@ -52,7 +51,6 @@ export const EnvelopeRedistributeDialog = ({ envelope, envelopeType, trigger }:
|
||||
|
||||
const { toast } = useToast();
|
||||
const { t, i18n } = useLingui();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const [isOpen, setIsOpen] = useState(false);
|
||||
|
||||
@@ -97,13 +95,6 @@ export const EnvelopeRedistributeDialog = ({ envelope, envelopeType, trigger }:
|
||||
setIsOpen(false);
|
||||
} catch (err) {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'redistribute_document',
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
const errorMessage = getDistributeErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
|
||||
@@ -44,10 +44,7 @@ export const EnvelopesBulkDeleteDialog = ({
|
||||
if (isDocument) {
|
||||
await trpcUtils.document.findDocumentsInternal.invalidate();
|
||||
} else {
|
||||
await Promise.all([
|
||||
trpcUtils.template.findTemplates.invalidate(),
|
||||
trpcUtils.template.findTemplatesInternal.invalidate(),
|
||||
]);
|
||||
await trpcUtils.template.findTemplates.invalidate();
|
||||
}
|
||||
|
||||
if (result.failedIds.length > 0) {
|
||||
|
||||
@@ -171,7 +171,7 @@ export const EnvelopesBulkDownloadDialog = ({
|
||||
const { filename, blob } = await fetchPDF({
|
||||
envelopeItem,
|
||||
token: undefined,
|
||||
fileName: envelopeItems.length === 1 ? envelope.title : envelopeItem.title,
|
||||
fileName: envelopeItem.title,
|
||||
version: downloadVersion,
|
||||
});
|
||||
|
||||
@@ -290,11 +290,10 @@ export const EnvelopesBulkDownloadDialog = ({
|
||||
{isOverDownloadLimit && (
|
||||
<Alert variant="warning">
|
||||
<AlertDescription>
|
||||
<Plural
|
||||
value={MAX_BULK_DOWNLOAD_ENVELOPES}
|
||||
one="You can download up to # document at a time. Deselect some documents to continue."
|
||||
other="You can download up to # documents at a time. Deselect some documents to continue."
|
||||
/>
|
||||
<Trans>
|
||||
You can download up to {MAX_BULK_DOWNLOAD_ENVELOPES} documents at a time. Deselect some documents to
|
||||
continue.
|
||||
</Trans>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
@@ -96,10 +96,7 @@ export const EnvelopesBulkMoveDialog = ({
|
||||
if (isDocument) {
|
||||
await trpcUtils.document.findDocumentsInternal.invalidate();
|
||||
} else {
|
||||
await Promise.all([
|
||||
trpcUtils.template.findTemplates.invalidate(),
|
||||
trpcUtils.template.findTemplatesInternal.invalidate(),
|
||||
]);
|
||||
await trpcUtils.template.findTemplates.invalidate();
|
||||
}
|
||||
|
||||
await onSuccess?.(data.folderId);
|
||||
|
||||
@@ -1,7 +1,4 @@
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TBulkSendCsvError } from '@documenso/lib/server-only/template/validate-bulk-send-csv';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Checkbox } from '@documenso/ui/primitives/checkbox';
|
||||
import {
|
||||
@@ -18,11 +15,9 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Plural, Trans } from '@lingui/react/macro';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { File as FileIcon, Upload, X } from 'lucide-react';
|
||||
import { useState } from 'react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { match } from 'ts-pattern';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { useCurrentTeam } from '~/providers/team';
|
||||
@@ -34,8 +29,6 @@ const ZBulkSendFormSchema = z.object({
|
||||
|
||||
type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
|
||||
|
||||
type TBulkSendValidationError = TBulkSendCsvError | { type: 'UPLOAD_ERROR'; code: string };
|
||||
|
||||
export type TemplateBulkSendDialogProps = {
|
||||
templateId: number;
|
||||
recipients: Array<{ email: string; name?: string | null }>;
|
||||
@@ -49,9 +42,6 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
|
||||
const team = useCurrentTeam();
|
||||
|
||||
const [open, setOpen] = useState(false);
|
||||
const [validationError, setValidationError] = useState<TBulkSendValidationError | null>(null);
|
||||
|
||||
const form = useForm<TBulkSendFormSchema>({
|
||||
resolver: zodResolver(ZBulkSendFormSchema),
|
||||
defaultValues: {
|
||||
@@ -61,20 +51,6 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
|
||||
const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
|
||||
|
||||
const onOpenChange = (value: boolean) => {
|
||||
if (form.formState.isSubmitting) {
|
||||
return;
|
||||
}
|
||||
|
||||
setOpen(value);
|
||||
|
||||
if (!value) {
|
||||
setValidationError(null);
|
||||
|
||||
form.reset();
|
||||
}
|
||||
};
|
||||
|
||||
const onDownloadTemplate = () => {
|
||||
const headers = recipients.flatMap((_, index) => [`recipient_${index + 1}_email`, `recipient_${index + 1}_name`]);
|
||||
|
||||
@@ -95,44 +71,36 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
};
|
||||
|
||||
const onSubmit = async (values: TBulkSendFormSchema) => {
|
||||
setValidationError(null);
|
||||
|
||||
try {
|
||||
const csv = await values.file.text();
|
||||
|
||||
const result = await uploadBulkSend({
|
||||
await uploadBulkSend({
|
||||
templateId,
|
||||
teamId: team?.id,
|
||||
csv: csv,
|
||||
sendImmediately: values.sendImmediately,
|
||||
});
|
||||
|
||||
if (!result.success) {
|
||||
setValidationError(result.error);
|
||||
|
||||
return;
|
||||
}
|
||||
|
||||
toast({
|
||||
title: _(msg`Success`),
|
||||
description: _(msg`Your bulk send has been initiated. You will receive an email notification upon completion.`),
|
||||
});
|
||||
|
||||
setOpen(false);
|
||||
form.reset();
|
||||
|
||||
onSuccess?.();
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
setValidationError({ type: 'UPLOAD_ERROR', code: error.code });
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
|
||||
variant: 'destructive',
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={onOpenChange}>
|
||||
<Dialog>
|
||||
<DialogTrigger asChild>
|
||||
{trigger ?? (
|
||||
<Button variant="outline" className="shrink-0" size="sm">
|
||||
@@ -206,10 +174,7 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
className="hidden"
|
||||
onChange={(e) => {
|
||||
const file = e.target.files?.[0];
|
||||
|
||||
if (file) {
|
||||
setValidationError(null);
|
||||
|
||||
onChange(file);
|
||||
}
|
||||
}}
|
||||
@@ -230,11 +195,7 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
type="button"
|
||||
variant="link"
|
||||
className="p-0 text-destructive text-xs hover:text-destructive"
|
||||
onClick={() => {
|
||||
setValidationError(null);
|
||||
|
||||
form.resetField('file');
|
||||
}}
|
||||
onClick={() => onChange(null)}
|
||||
disabled={form.formState.isSubmitting}
|
||||
>
|
||||
<X className="h-4 w-4" />
|
||||
@@ -257,72 +218,6 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
)}
|
||||
/>
|
||||
|
||||
{validationError !== null && (
|
||||
<Alert variant="destructive">
|
||||
<AlertDescription className="max-h-32 overflow-y-auto">
|
||||
{match(validationError)
|
||||
.with({ type: 'PARSE_ERROR' }, () => (
|
||||
<Trans>The CSV could not be parsed. Please check the file format and try again.</Trans>
|
||||
))
|
||||
.with({ type: 'EMPTY' }, () => (
|
||||
<Trans>
|
||||
The CSV does not contain any rows. Please add at least one row of recipient details.
|
||||
</Trans>
|
||||
))
|
||||
.with({ type: 'ROW_LIMIT_EXCEEDED' }, ({ rowCount, maxRows }) => (
|
||||
<Trans>
|
||||
<Plural value={rowCount} one="The CSV contains # row." other="The CSV contains # rows." />{' '}
|
||||
<Plural
|
||||
value={maxRows}
|
||||
one="A maximum of # row is allowed per upload."
|
||||
other="A maximum of # rows is allowed per upload."
|
||||
/>
|
||||
</Trans>
|
||||
))
|
||||
.with({ type: 'MISSING_COLUMNS' }, ({ missingColumns }) => (
|
||||
<>
|
||||
<Trans>
|
||||
The CSV is missing the following required columns. Please download the template CSV for the
|
||||
correct format.
|
||||
</Trans>
|
||||
|
||||
<ul className="mt-1 list-inside list-disc">
|
||||
{missingColumns.map((column) => (
|
||||
<li key={column} className="font-mono">
|
||||
{column}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</>
|
||||
))
|
||||
.with({ type: 'INVALID_RECIPIENTS' }, ({ rowErrors }) => (
|
||||
<>
|
||||
<Trans>The CSV contains invalid recipient emails. Please fix the following rows:</Trans>
|
||||
|
||||
<ul className="mt-1 list-inside list-disc">
|
||||
{rowErrors.map((rowError, index) => (
|
||||
<li key={index}>
|
||||
<Trans>
|
||||
Row {rowError.row}: <span className="font-mono">{rowError.column}</span> must be a valid
|
||||
email or empty
|
||||
</Trans>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</>
|
||||
))
|
||||
.with({ type: 'UPLOAD_ERROR' }, ({ code }) =>
|
||||
code === AppErrorCode.LIMIT_EXCEEDED ? (
|
||||
<Trans>The CSV exceeds the maximum file size.</Trans>
|
||||
) : (
|
||||
<Trans>Failed to upload CSV. Please check the file format and try again.</Trans>
|
||||
),
|
||||
)
|
||||
.exhaustive()}
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="sendImmediately"
|
||||
@@ -345,12 +240,7 @@ export const TemplateBulkSendDialog = ({ templateId, recipients, trigger, onSucc
|
||||
/>
|
||||
|
||||
<DialogFooter className="mt-4">
|
||||
<Button
|
||||
variant="secondary"
|
||||
onClick={() => onOpenChange(false)}
|
||||
disabled={form.formState.isSubmitting}
|
||||
type="button"
|
||||
>
|
||||
<Button variant="secondary" onClick={() => form.reset()} type="button">
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
|
||||
|
||||
@@ -8,7 +8,6 @@ import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import { type TRecipientLite, ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
|
||||
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { DOCUMENT_TITLE_MAX_LENGTH } from '@documenso/trpc/server/document-router/schema';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Checkbox } from '@documenso/ui/primitives/checkbox';
|
||||
@@ -24,7 +23,6 @@ import {
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
|
||||
import { SpinnerBox } from '@documenso/ui/primitives/spinner';
|
||||
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
@@ -40,64 +38,27 @@ import { useNavigate } from 'react-router';
|
||||
import * as z from 'zod';
|
||||
import { getTemplateUseErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
const DOCUMENT_NAME_SOURCE = {
|
||||
TEMPLATE: 'template',
|
||||
UPLOAD: 'upload',
|
||||
CUSTOM: 'custom',
|
||||
} as const;
|
||||
|
||||
const getUploadedDocumentTitle = (file: File) => {
|
||||
return file.name.replace(/\.[^/.]+$/, '').trim();
|
||||
};
|
||||
|
||||
/**
|
||||
* Whether the file name can be used as a document title.
|
||||
*/
|
||||
const isUploadedFileNameUsable = (file?: File): file is File => {
|
||||
if (!file) {
|
||||
return false;
|
||||
}
|
||||
|
||||
const title = getUploadedDocumentTitle(file);
|
||||
|
||||
return title.length > 0 && title.length <= DOCUMENT_TITLE_MAX_LENGTH;
|
||||
};
|
||||
|
||||
const ZAddRecipientsForNewDocumentSchema = z
|
||||
.object({
|
||||
distributeDocument: z.boolean(),
|
||||
useCustomDocument: z.boolean().default(false),
|
||||
documentNameSource: z.enum([
|
||||
DOCUMENT_NAME_SOURCE.TEMPLATE,
|
||||
DOCUMENT_NAME_SOURCE.UPLOAD,
|
||||
DOCUMENT_NAME_SOURCE.CUSTOM,
|
||||
]),
|
||||
customDocumentName: z
|
||||
.string()
|
||||
.trim()
|
||||
.max(DOCUMENT_TITLE_MAX_LENGTH, { message: msg`Document name is too long`.id }),
|
||||
customDocumentData: z
|
||||
.array(
|
||||
z.object({
|
||||
title: z.string(),
|
||||
data: z.instanceof(File).optional(),
|
||||
envelopeItemId: z.string(),
|
||||
}),
|
||||
)
|
||||
.optional(),
|
||||
recipients: z.array(
|
||||
const ZAddRecipientsForNewDocumentSchema = z.object({
|
||||
distributeDocument: z.boolean(),
|
||||
useCustomDocument: z.boolean().default(false),
|
||||
customDocumentData: z
|
||||
.array(
|
||||
z.object({
|
||||
id: z.number(),
|
||||
email: ZRecipientEmailSchema,
|
||||
name: z.string(),
|
||||
signingOrder: z.number().optional(),
|
||||
title: z.string(),
|
||||
data: z.instanceof(File).optional(),
|
||||
envelopeItemId: z.string(),
|
||||
}),
|
||||
),
|
||||
})
|
||||
.refine((data) => data.documentNameSource !== DOCUMENT_NAME_SOURCE.CUSTOM || data.customDocumentName.length > 0, {
|
||||
message: msg`Document name is required`.id,
|
||||
path: ['customDocumentName'],
|
||||
});
|
||||
)
|
||||
.optional(),
|
||||
recipients: z.array(
|
||||
z.object({
|
||||
id: z.number(),
|
||||
email: ZRecipientEmailSchema,
|
||||
name: z.string(),
|
||||
signingOrder: z.number().optional(),
|
||||
}),
|
||||
),
|
||||
});
|
||||
|
||||
type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
|
||||
|
||||
@@ -126,7 +87,6 @@ export function TemplateUseDialog({
|
||||
const navigate = useNavigate();
|
||||
|
||||
const [open, setOpen] = useState(false);
|
||||
const [lastUploadedFile, setLastUploadedFile] = useState<File>();
|
||||
|
||||
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
|
||||
{
|
||||
@@ -146,8 +106,6 @@ export function TemplateUseDialog({
|
||||
return {
|
||||
distributeDocument: false,
|
||||
useCustomDocument: false,
|
||||
documentNameSource: DOCUMENT_NAME_SOURCE.TEMPLATE,
|
||||
customDocumentName: '',
|
||||
customDocumentData: envelopeItems.map((item) => ({
|
||||
title: item.title,
|
||||
data: undefined,
|
||||
@@ -182,39 +140,11 @@ export function TemplateUseDialog({
|
||||
|
||||
const { mutateAsync: createDocumentFromTemplate } = trpc.template.createDocumentFromTemplate.useMutation();
|
||||
|
||||
/**
|
||||
* Track the most recently uploaded file so its name can be used as the document name.
|
||||
* Files with an unusable name are ignored, and the document name source is reset if
|
||||
* no usable file remains.
|
||||
*/
|
||||
const updateLastUploadedFile = (file?: File) => {
|
||||
const usableFile = isUploadedFileNameUsable(file) ? file : undefined;
|
||||
|
||||
setLastUploadedFile(usableFile);
|
||||
|
||||
if (!usableFile && form.getValues('documentNameSource') === DOCUMENT_NAME_SOURCE.UPLOAD) {
|
||||
form.setValue('documentNameSource', DOCUMENT_NAME_SOURCE.TEMPLATE);
|
||||
}
|
||||
};
|
||||
|
||||
const getDocumentTitle = (data: TAddRecipientsForNewDocumentSchema) => {
|
||||
if (data.documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM) {
|
||||
return data.customDocumentName;
|
||||
}
|
||||
|
||||
if (data.documentNameSource === DOCUMENT_NAME_SOURCE.UPLOAD && lastUploadedFile) {
|
||||
return getUploadedDocumentTitle(lastUploadedFile);
|
||||
}
|
||||
|
||||
return undefined;
|
||||
};
|
||||
|
||||
const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
|
||||
try {
|
||||
const documentTitle = getDocumentTitle(data);
|
||||
|
||||
const customFilesToUpload = (data.customDocumentData ?? []).filter(
|
||||
(item): item is typeof item & { data: File } => item.data !== undefined,
|
||||
const customFilesToUpload = (data.customDocumentData || []).filter(
|
||||
(item): item is { data: File; envelopeItemId: string; title: string } =>
|
||||
item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
|
||||
);
|
||||
|
||||
const customDocumentData = await Promise.all(
|
||||
@@ -233,7 +163,6 @@ export function TemplateUseDialog({
|
||||
recipients: data.recipients,
|
||||
distributeDocument: data.distributeDocument,
|
||||
customDocumentData,
|
||||
...(documentTitle ? { override: { title: documentTitle } } : {}),
|
||||
});
|
||||
|
||||
toast({
|
||||
@@ -266,14 +195,9 @@ export function TemplateUseDialog({
|
||||
name: 'recipients',
|
||||
});
|
||||
|
||||
const useCustomDocument = form.watch('useCustomDocument');
|
||||
const documentNameSource = form.watch('documentNameSource');
|
||||
const canUseUploadedDocumentName = Boolean(lastUploadedFile);
|
||||
|
||||
useEffect(() => {
|
||||
if (open) {
|
||||
form.reset(generateDefaultFormValues());
|
||||
setLastUploadedFile(undefined);
|
||||
}
|
||||
}, [open, form]);
|
||||
|
||||
@@ -314,9 +238,9 @@ export function TemplateUseDialog({
|
||||
</DialogHeader>
|
||||
|
||||
<Form {...form}>
|
||||
<form className="min-w-0" onSubmit={form.handleSubmit(onSubmit)}>
|
||||
<fieldset className="flex h-full min-w-0 flex-col" disabled={form.formState.isSubmitting}>
|
||||
<div className="custom-scrollbar -m-1 max-h-[60vh] w-full min-w-0 max-w-full space-y-4 overflow-y-auto overflow-x-hidden p-1">
|
||||
<form onSubmit={form.handleSubmit(onSubmit)}>
|
||||
<fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
|
||||
<div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
|
||||
{formRecipients.map((recipient, index) => (
|
||||
<div className="flex w-full flex-row space-x-4" key={recipient.id}>
|
||||
{templateSigningOrder === DocumentSigningOrder.SEQUENTIAL && (
|
||||
@@ -477,17 +401,7 @@ export function TemplateUseDialog({
|
||||
onCheckedChange={(checked) => {
|
||||
field.onChange(checked);
|
||||
if (!checked) {
|
||||
const customDocumentData = form.getValues('customDocumentData');
|
||||
|
||||
form.setValue(
|
||||
'customDocumentData',
|
||||
customDocumentData?.map((item) => ({
|
||||
...item,
|
||||
data: undefined,
|
||||
})),
|
||||
);
|
||||
form.clearErrors('customDocumentData');
|
||||
updateLastUploadedFile(undefined);
|
||||
form.setValue('customDocumentData', undefined);
|
||||
}
|
||||
}}
|
||||
/>
|
||||
@@ -514,7 +428,7 @@ export function TemplateUseDialog({
|
||||
)}
|
||||
/>
|
||||
|
||||
{useCustomDocument && (
|
||||
{form.watch('useCustomDocument') && (
|
||||
<div className="my-4 space-y-2">
|
||||
{isLoadingEnvelopeItems ? (
|
||||
<SpinnerBox className="py-16" />
|
||||
@@ -529,7 +443,7 @@ export function TemplateUseDialog({
|
||||
<FormControl>
|
||||
<div
|
||||
key={item.id}
|
||||
className="flex w-full min-w-0 items-center gap-4 overflow-hidden rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
|
||||
className="flex items-center gap-4 rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
|
||||
>
|
||||
<div className="flex-shrink-0">
|
||||
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
|
||||
@@ -537,15 +451,13 @@ export function TemplateUseDialog({
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="min-w-0 flex-1 overflow-hidden">
|
||||
<h4 className="truncate font-medium text-foreground text-sm">
|
||||
{field.value ? getUploadedDocumentTitle(field.value) : item.title}
|
||||
</h4>
|
||||
<div className="min-w-0 flex-1">
|
||||
<h4 className="truncate font-medium text-foreground text-sm">{item.title}</h4>
|
||||
<p className="mt-0.5 text-muted-foreground text-xs">
|
||||
{field.value ? (
|
||||
<span>
|
||||
<div>
|
||||
<Trans>Custom {(field.value.size / (1024 * 1024)).toFixed(2)} MB file</Trans>
|
||||
</span>
|
||||
</div>
|
||||
) : (
|
||||
<Trans>Default file</Trans>
|
||||
)}
|
||||
@@ -563,18 +475,6 @@ export function TemplateUseDialog({
|
||||
onClick={(e) => {
|
||||
e.preventDefault();
|
||||
field.onChange(undefined);
|
||||
|
||||
if (field.value === lastUploadedFile) {
|
||||
// Fall back to any other uploaded file so the option stays available.
|
||||
const remainingUploadedFile = form
|
||||
.getValues('customDocumentData')
|
||||
?.find(
|
||||
(item) =>
|
||||
item.data !== field.value && isUploadedFileNameUsable(item.data),
|
||||
)?.data;
|
||||
|
||||
updateLastUploadedFile(remainingUploadedFile);
|
||||
}
|
||||
}}
|
||||
>
|
||||
<X className="mr-2 h-4 w-4" />
|
||||
@@ -617,7 +517,7 @@ export function TemplateUseDialog({
|
||||
}
|
||||
|
||||
if (file.type !== 'application/pdf') {
|
||||
form.setError(`customDocumentData.${i}.data`, {
|
||||
form.setError('customDocumentData', {
|
||||
type: 'manual',
|
||||
message: _(msg`Please select a PDF file`),
|
||||
});
|
||||
@@ -626,7 +526,7 @@ export function TemplateUseDialog({
|
||||
}
|
||||
|
||||
if (file.size > APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024) {
|
||||
form.setError(`customDocumentData.${i}.data`, {
|
||||
form.setError('customDocumentData', {
|
||||
type: 'manual',
|
||||
message: _(
|
||||
msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
|
||||
@@ -637,8 +537,6 @@ export function TemplateUseDialog({
|
||||
}
|
||||
|
||||
field.onChange(file);
|
||||
form.clearErrors(`customDocumentData.${i}.data`);
|
||||
updateLastUploadedFile(file);
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
@@ -652,112 +550,6 @@ export function TemplateUseDialog({
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="documentNameSource"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>Document name</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<RadioGroup
|
||||
aria-label={_(msg`Document name`)}
|
||||
value={field.value}
|
||||
onValueChange={field.onChange}
|
||||
className="space-y-2"
|
||||
>
|
||||
<div className="flex items-center gap-2">
|
||||
<RadioGroupItem id="document-name-source-template" value={DOCUMENT_NAME_SOURCE.TEMPLATE} />
|
||||
<label className="text-sm" htmlFor="document-name-source-template">
|
||||
<Trans>Use template name</Trans>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="flex items-start gap-2">
|
||||
<RadioGroupItem
|
||||
id="document-name-source-upload"
|
||||
value={DOCUMENT_NAME_SOURCE.UPLOAD}
|
||||
disabled={!canUseUploadedDocumentName}
|
||||
className="mt-0.5"
|
||||
/>
|
||||
<div className="min-w-0">
|
||||
<div className="flex items-center gap-1">
|
||||
<label
|
||||
className={cn('text-sm', {
|
||||
'cursor-not-allowed text-muted-foreground': !canUseUploadedDocumentName,
|
||||
})}
|
||||
htmlFor="document-name-source-upload"
|
||||
>
|
||||
<Trans>Use uploaded file name</Trans>
|
||||
</label>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger
|
||||
type="button"
|
||||
aria-label={_(msg`About uploaded file naming`)}
|
||||
className="text-muted-foreground"
|
||||
>
|
||||
<InfoIcon className="h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
<TooltipContent className="z-[99999] max-w-xs">
|
||||
<Trans>
|
||||
The document name will use the most recently uploaded file name without its
|
||||
extension.
|
||||
</Trans>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</div>
|
||||
|
||||
{lastUploadedFile && (
|
||||
<p
|
||||
className="max-w-sm truncate text-muted-foreground text-xs"
|
||||
title={lastUploadedFile.name}
|
||||
>
|
||||
{lastUploadedFile.name}
|
||||
</p>
|
||||
)}
|
||||
|
||||
{!canUseUploadedDocumentName && (
|
||||
<p className="text-muted-foreground text-xs">
|
||||
<Trans>Upload a custom document to use its file name.</Trans>
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-2">
|
||||
<RadioGroupItem id="document-name-source-custom" value={DOCUMENT_NAME_SOURCE.CUSTOM} />
|
||||
<label className="text-sm" htmlFor="document-name-source-custom">
|
||||
<Trans>Enter custom document name</Trans>
|
||||
</label>
|
||||
</div>
|
||||
</RadioGroup>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
{documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="customDocumentName"
|
||||
render={({ field }) => (
|
||||
<FormItem className="ml-6">
|
||||
<FormControl>
|
||||
<Input
|
||||
{...field}
|
||||
aria-label={_(msg`Custom document name`)}
|
||||
placeholder={_(msg`Enter a document name`)}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<DialogFooter className="mt-4">
|
||||
|
||||
@@ -18,8 +18,6 @@ import { useCallback, useRef } from 'react';
|
||||
import type { Control } from 'react-hook-form';
|
||||
import { useFieldArray, useFormContext, useFormState } from 'react-hook-form';
|
||||
|
||||
import { useCspNonce } from '~/utils/nonce';
|
||||
|
||||
import { useConfigureDocument } from './configure-document-context';
|
||||
import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
|
||||
|
||||
@@ -34,7 +32,6 @@ export interface ConfigureDocumentRecipientsProps {
|
||||
export const ConfigureDocumentRecipients = ({ control, isSubmitting }: ConfigureDocumentRecipientsProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { isTemplate } = useConfigureDocument();
|
||||
const cspNonce = useCspNonce();
|
||||
|
||||
const $sensorApi = useRef<SensorAPI | null>(null);
|
||||
|
||||
@@ -215,7 +212,6 @@ export const ConfigureDocumentRecipients = ({ control, isSubmitting }: Configure
|
||||
/>
|
||||
|
||||
<DragDropContext
|
||||
nonce={cspNonce}
|
||||
onDragEnd={onDragEnd}
|
||||
sensors={[
|
||||
(api: SensorAPI) => {
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
|
||||
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
|
||||
import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
|
||||
@@ -78,7 +77,6 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
}: EmbedDirectTemplateClientPageProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const [searchParams] = useSearchParams();
|
||||
|
||||
@@ -266,13 +264,6 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
const error = AppError.parseError(err);
|
||||
const errorMessage = getDirectTemplateErrorMessage(error.code);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'direct_template',
|
||||
recipientId: recipient.id,
|
||||
envelopeId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(errorMessage.title),
|
||||
description: _(errorMessage.description),
|
||||
@@ -317,14 +308,6 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'embed_init',
|
||||
recipientId: recipient.id,
|
||||
envelopeId,
|
||||
});
|
||||
|
||||
setHasFinishedInit(true);
|
||||
}
|
||||
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
|
||||
import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
|
||||
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
|
||||
@@ -34,7 +32,6 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
|
||||
import { BrandingLogo } from '~/components/general/branding-logo';
|
||||
import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
|
||||
import { injectCss } from '~/utils/css-vars';
|
||||
import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
|
||||
import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
|
||||
@@ -76,7 +73,6 @@ export const EmbedSignDocumentV1ClientPage = ({
|
||||
}: EmbedSignDocumentV1ClientPageProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { fullName, email, signature, setFullName, setEmail, setSignature } = useRequiredDocumentSigningContext();
|
||||
|
||||
@@ -156,14 +152,6 @@ export const EmbedSignDocumentV1ClientPage = ({
|
||||
|
||||
setHasCompletedDocument(true);
|
||||
} catch (err) {
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'complete_document',
|
||||
recipientId: recipient.id,
|
||||
documentId,
|
||||
envelopeId,
|
||||
});
|
||||
|
||||
if (window.parent) {
|
||||
window.parent.postMessage(
|
||||
{
|
||||
@@ -174,12 +162,9 @@ export const EmbedSignDocumentV1ClientPage = ({
|
||||
);
|
||||
}
|
||||
|
||||
const error = AppError.parseError(err);
|
||||
const toastMessage = getSigningCompletionErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
title: _(toastMessage.title),
|
||||
description: _(toastMessage.description),
|
||||
title: _(msg`Something went wrong`),
|
||||
description: _(msg`We were unable to submit this document at this time. Please try again later.`),
|
||||
variant: 'destructive',
|
||||
});
|
||||
}
|
||||
@@ -246,15 +231,6 @@ export const EmbedSignDocumentV1ClientPage = ({
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'embed_init',
|
||||
recipientId: recipient.id,
|
||||
documentId,
|
||||
envelopeId,
|
||||
});
|
||||
|
||||
setHasFinishedInit(true);
|
||||
}
|
||||
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
|
||||
import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
|
||||
import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
|
||||
@@ -26,7 +25,6 @@ export const EmbedSignDocumentV2ClientPage = ({
|
||||
allowWhitelabelling = false,
|
||||
}: EmbedSignDocumentV2ClientPageProps) => {
|
||||
const { _ } = useLingui();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { envelope, recipient, envelopeData, setFullName, setEmail, fullName, email } =
|
||||
useRequiredEnvelopeSigningContext();
|
||||
@@ -172,14 +170,6 @@ export const EmbedSignDocumentV2ClientPage = ({
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'embed_init',
|
||||
recipientId: recipient.id,
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
setHasFinishedInit(true);
|
||||
}
|
||||
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
|
||||
@@ -27,7 +26,6 @@ import { useState } from 'react';
|
||||
import { match, P } from 'ts-pattern';
|
||||
|
||||
import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
|
||||
import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
import { useRequiredDocumentSigningContext } from '../../general/document-signing/document-signing-provider';
|
||||
import { DocumentSigningRejectDialog } from '../../general/document-signing/document-signing-reject-dialog';
|
||||
@@ -58,7 +56,6 @@ export const MultiSignDocumentSigningView = ({
|
||||
}: MultiSignDocumentSigningViewProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { fullName, email, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
|
||||
|
||||
@@ -103,13 +100,6 @@ export const MultiSignDocumentSigningView = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'sign_field',
|
||||
recipientId,
|
||||
documentId: document?.id,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while signing the document.`),
|
||||
@@ -129,13 +119,6 @@ export const MultiSignDocumentSigningView = ({
|
||||
}
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'remove_field',
|
||||
recipientId,
|
||||
documentId: document?.id,
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
@@ -156,21 +139,11 @@ export const MultiSignDocumentSigningView = ({
|
||||
recipientId,
|
||||
});
|
||||
} catch (err) {
|
||||
analytics.captureException(err, {
|
||||
source: 'embed',
|
||||
location: 'complete_document',
|
||||
recipientId,
|
||||
documentId: document?.id,
|
||||
});
|
||||
|
||||
onDocumentError?.();
|
||||
|
||||
const error = AppError.parseError(err);
|
||||
const toastMessage = getSigningCompletionErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
title: _(toastMessage.title),
|
||||
description: _(toastMessage.description),
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`Failed to complete the document. Please try again.`),
|
||||
variant: 'destructive',
|
||||
});
|
||||
} finally {
|
||||
|
||||
@@ -1,158 +0,0 @@
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import type React from 'react';
|
||||
import { useState } from 'react';
|
||||
import { type FieldValues, type Path, useFormContext } from 'react-hook-form';
|
||||
import { z } from 'zod';
|
||||
|
||||
/**
|
||||
* Schema for forms that accept a two factor code. Compose with `.extend()` or `.merge()`.
|
||||
*/
|
||||
export const ZTwoFactorCodeFieldSchema = z.object({
|
||||
totpCode: z.string().trim().optional(),
|
||||
backupCode: z.string().trim().optional(),
|
||||
});
|
||||
|
||||
export type TTwoFactorCodeFieldSchema = z.infer<typeof ZTwoFactorCodeFieldSchema>;
|
||||
|
||||
export const hasTwoFactorCode = (data: TTwoFactorCodeFieldSchema) => !!data.totpCode || !!data.backupCode;
|
||||
|
||||
type TwoFactorMethod = 'totp' | 'backup';
|
||||
|
||||
export type TwoFactorCodeDialogProps = {
|
||||
open: boolean;
|
||||
onOpenChange: (open: boolean) => void;
|
||||
isSubmitting?: boolean;
|
||||
submitLabel: React.ReactNode;
|
||||
|
||||
/**
|
||||
* Called when the user submits the code. Typically the parent form's submit handler.
|
||||
*/
|
||||
onSubmit: () => void;
|
||||
};
|
||||
|
||||
/**
|
||||
* Collects a TOTP or backup code on top of an existing form, mirroring the
|
||||
* sign in and disable 2FA dialogs.
|
||||
*
|
||||
* Must be rendered inside a `<Form>` whose values include `totpCode` and `backupCode`.
|
||||
*/
|
||||
export const TwoFactorCodeDialog = <T extends FieldValues & TTwoFactorCodeFieldSchema>({
|
||||
open,
|
||||
onOpenChange,
|
||||
isSubmitting,
|
||||
submitLabel,
|
||||
onSubmit,
|
||||
}: TwoFactorCodeDialogProps) => {
|
||||
const form = useFormContext<T>();
|
||||
|
||||
const [method, setMethod] = useState<TwoFactorMethod>('totp');
|
||||
|
||||
const totpCodeName = 'totpCode' as Path<T>;
|
||||
const backupCodeName = 'backupCode' as Path<T>;
|
||||
|
||||
const onToggleMethod = () => {
|
||||
form.resetField(totpCodeName);
|
||||
form.resetField(backupCodeName);
|
||||
|
||||
setMethod((current) => (current === 'totp' ? 'backup' : 'totp'));
|
||||
};
|
||||
|
||||
const handleOpenChange = (value: boolean) => {
|
||||
if (isSubmitting) {
|
||||
return;
|
||||
}
|
||||
|
||||
if (!value) {
|
||||
form.resetField(totpCodeName);
|
||||
form.resetField(backupCodeName);
|
||||
setMethod('totp');
|
||||
}
|
||||
|
||||
onOpenChange(value);
|
||||
};
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={handleOpenChange}>
|
||||
<DialogContent>
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
<Trans>Two-Factor Authentication</Trans>
|
||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
{method === 'totp' ? (
|
||||
<Trans>Enter the code from your authenticator app to continue.</Trans>
|
||||
) : (
|
||||
<Trans>Enter one of your backup codes to continue.</Trans>
|
||||
)}
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
<fieldset disabled={isSubmitting}>
|
||||
{method === 'totp' && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={totpCodeName}
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormControl>
|
||||
<PinInput {...field} value={field.value ?? ''} maxLength={6} autoFocus>
|
||||
{Array(6)
|
||||
.fill(null)
|
||||
.map((_, i) => (
|
||||
<PinInputGroup key={i}>
|
||||
<PinInputSlot index={i} />
|
||||
</PinInputGroup>
|
||||
))}
|
||||
</PinInput>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
|
||||
{method === 'backup' && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={backupCodeName}
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>Backup Code</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<Input type="text" autoComplete="off" autoFocus {...field} value={field.value ?? ''} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
|
||||
<DialogFooter className="mt-4">
|
||||
<Button type="button" variant="secondary" onClick={onToggleMethod}>
|
||||
{method === 'totp' ? <Trans>Use Backup Code</Trans> : <Trans>Use Authenticator</Trans>}
|
||||
</Button>
|
||||
|
||||
<Button type="button" loading={isSubmitting} onClick={onSubmit}>
|
||||
{submitLabel}
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</fieldset>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
};
|
||||
@@ -1,53 +0,0 @@
|
||||
import { usePasswordSetupRequest } from '@documenso/lib/client-only/hooks/use-password-setup-request';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { CheckIcon } from 'lucide-react';
|
||||
import { match } from 'ts-pattern';
|
||||
|
||||
/**
|
||||
* Compact "send me a setup link" button that reports via toast, for settings
|
||||
* cards where the surrounding layout provides the explanation.
|
||||
*/
|
||||
export const PasswordSetupRequestButton = () => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { user } = useSession();
|
||||
|
||||
const { requestSetupLink, isPending, isSuccess } = usePasswordSetupRequest({
|
||||
onSuccess: () => {
|
||||
toast({
|
||||
title: _(msg`Check your email`),
|
||||
description: _(msg`We've sent a link to ${user.email}. Follow it to set your password.`),
|
||||
duration: 5000,
|
||||
});
|
||||
},
|
||||
onError: (errorCode) => {
|
||||
toast({
|
||||
title: _(msg`An error occurred`),
|
||||
description: match(errorCode)
|
||||
.with('SIGNIN_DISABLED', () => _(msg`Password sign in is disabled for this instance.`))
|
||||
.otherwise(() => _(msg`We were unable to send the email. Please try again later.`)),
|
||||
variant: 'destructive',
|
||||
});
|
||||
},
|
||||
});
|
||||
|
||||
if (isSuccess) {
|
||||
return (
|
||||
<Button variant="outline" className="flex-shrink-0 bg-background" disabled>
|
||||
<CheckIcon className="mr-2 h-4 w-4" />
|
||||
<Trans>Link sent</Trans>
|
||||
</Button>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<Button variant="outline" className="flex-shrink-0 bg-background" loading={isPending} onClick={requestSetupLink}>
|
||||
<Trans>Send setup link</Trans>
|
||||
</Button>
|
||||
);
|
||||
};
|
||||
@@ -1,61 +0,0 @@
|
||||
import { usePasswordSetupRequest } from '@documenso/lib/client-only/hooks/use-password-setup-request';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { match } from 'ts-pattern';
|
||||
|
||||
export type PasswordSetupRequestProps = {
|
||||
className?: string;
|
||||
};
|
||||
|
||||
/**
|
||||
* Inline "send me a setup link" control with its own sent/error states, for
|
||||
* contexts like dialogs where a toast would be missed.
|
||||
*/
|
||||
export const PasswordSetupRequest = ({ className }: PasswordSetupRequestProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { user } = useSession();
|
||||
|
||||
const { requestSetupLink, isPending, isSuccess, errorCode } = usePasswordSetupRequest();
|
||||
|
||||
if (isSuccess) {
|
||||
return (
|
||||
<Alert className={className} variant="neutral">
|
||||
<AlertTitle>
|
||||
<Trans>Check your email</Trans>
|
||||
</AlertTitle>
|
||||
<AlertDescription>
|
||||
<Trans>
|
||||
We've sent a link to {user.email}. Follow it to set your password, then sign in again to continue.
|
||||
</Trans>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
{errorCode && (
|
||||
<Alert className="mb-4" variant="destructive">
|
||||
<AlertTitle>
|
||||
<Trans>An error occurred</Trans>
|
||||
</AlertTitle>
|
||||
<AlertDescription>
|
||||
{match(errorCode)
|
||||
.with('SIGNIN_DISABLED', () =>
|
||||
_(msg`Password sign in is disabled for this instance. Please contact support.`),
|
||||
)
|
||||
.otherwise(() => _(msg`We were unable to send the email. Please try again or contact support.`))}
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
<Button type="button" loading={isPending} onClick={requestSetupLink}>
|
||||
<Trans>Send setup link</Trans>
|
||||
</Button>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -1,6 +1,6 @@
|
||||
import { authClient } from '@documenso/auth/client';
|
||||
import type { SessionUser } from '@documenso/auth/server/lib/session/session';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import { ZCurrentPasswordSchema, ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
@@ -11,21 +11,20 @@ import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { useState } from 'react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { match } from 'ts-pattern';
|
||||
import type { z } from 'zod';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { hasTwoFactorCode, TwoFactorCodeDialog, ZTwoFactorCodeFieldSchema } from './2fa/two-factor-code-dialog';
|
||||
|
||||
export const ZPasswordFormSchema = ZTwoFactorCodeFieldSchema.extend({
|
||||
currentPassword: ZCurrentPasswordSchema,
|
||||
password: ZPasswordSchema,
|
||||
repeatedPassword: ZPasswordSchema,
|
||||
}).refine((data) => data.password === data.repeatedPassword, {
|
||||
message: 'Passwords do not match',
|
||||
path: ['repeatedPassword'],
|
||||
});
|
||||
export const ZPasswordFormSchema = z
|
||||
.object({
|
||||
currentPassword: ZCurrentPasswordSchema,
|
||||
password: ZPasswordSchema,
|
||||
repeatedPassword: ZPasswordSchema,
|
||||
})
|
||||
.refine((data) => data.password === data.repeatedPassword, {
|
||||
message: 'Passwords do not match',
|
||||
path: ['repeatedPassword'],
|
||||
});
|
||||
|
||||
export type TPasswordFormSchema = z.infer<typeof ZPasswordFormSchema>;
|
||||
|
||||
@@ -34,51 +33,29 @@ export type PasswordFormProps = {
|
||||
user: SessionUser;
|
||||
};
|
||||
|
||||
export const PasswordForm = ({ className, user }: PasswordFormProps) => {
|
||||
export const PasswordForm = ({ className }: PasswordFormProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
const [isTwoFactorDialogOpen, setIsTwoFactorDialogOpen] = useState(false);
|
||||
|
||||
const form = useForm<TPasswordFormSchema>({
|
||||
values: {
|
||||
currentPassword: '',
|
||||
password: '',
|
||||
repeatedPassword: '',
|
||||
totpCode: '',
|
||||
backupCode: '',
|
||||
},
|
||||
resolver: zodResolver(ZPasswordFormSchema),
|
||||
});
|
||||
|
||||
const isSubmitting = form.formState.isSubmitting;
|
||||
|
||||
const onFormSubmit = async (values: TPasswordFormSchema) => {
|
||||
const { currentPassword, password, totpCode, backupCode } = values;
|
||||
|
||||
// Collect the 2FA code in a dialog once the password fields are valid.
|
||||
if (user.twoFactorEnabled && !hasTwoFactorCode(values)) {
|
||||
if (isTwoFactorDialogOpen) {
|
||||
const message = _(msg`A code is required`);
|
||||
|
||||
form.setError('totpCode', { message });
|
||||
form.setError('backupCode', { message });
|
||||
}
|
||||
|
||||
setIsTwoFactorDialogOpen(true);
|
||||
return;
|
||||
}
|
||||
|
||||
const onFormSubmit = async ({ currentPassword, password }: TPasswordFormSchema) => {
|
||||
try {
|
||||
await authClient.emailPassword.updatePassword({
|
||||
currentPassword,
|
||||
password,
|
||||
totpCode: totpCode || undefined,
|
||||
backupCode: backupCode || undefined,
|
||||
});
|
||||
|
||||
form.reset();
|
||||
setIsTwoFactorDialogOpen(false);
|
||||
|
||||
toast({
|
||||
title: _(msg`Password updated`),
|
||||
@@ -89,14 +66,9 @@ export const PasswordForm = ({ className, user }: PasswordFormProps) => {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
const errorMessage = match(error.code)
|
||||
.with(AppErrorCode.NO_PASSWORD, () => msg`User has no password.`)
|
||||
.with(AppErrorCode.INCORRECT_PASSWORD, () => msg`Current password is incorrect.`)
|
||||
.with(AppErrorCode.SAME_PASSWORD, () => msg`Your new password cannot be the same as your old password.`)
|
||||
.with(
|
||||
AppErrorCode.INCORRECT_TWO_FACTOR_CODE,
|
||||
AppErrorCode.TWO_FACTOR_MISSING_CREDENTIALS,
|
||||
() => msg`The two factor code you provided is invalid. Please try again.`,
|
||||
)
|
||||
.with('NO_PASSWORD', () => msg`User has no password.`)
|
||||
.with('INCORRECT_PASSWORD', () => msg`Current password is incorrect.`)
|
||||
.with('SAME_PASSWORD', () => msg`Your new password cannot be the same as your old password.`)
|
||||
.otherwise(
|
||||
() => msg`We encountered an unknown error while attempting to update your password. Please try again later.`,
|
||||
);
|
||||
@@ -111,12 +83,7 @@ export const PasswordForm = ({ className, user }: PasswordFormProps) => {
|
||||
|
||||
return (
|
||||
<Form {...form}>
|
||||
{/* method="post" so a pre-hydration native submit can't leak passwords into the URL. */}
|
||||
<form
|
||||
method="post"
|
||||
className={cn('flex w-full flex-col gap-y-4', className)}
|
||||
onSubmit={form.handleSubmit(onFormSubmit)}
|
||||
>
|
||||
<form className={cn('flex w-full flex-col gap-y-4', className)} onSubmit={form.handleSubmit(onFormSubmit)}>
|
||||
<fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
|
||||
<FormField
|
||||
control={form.control}
|
||||
@@ -173,14 +140,6 @@ export const PasswordForm = ({ className, user }: PasswordFormProps) => {
|
||||
</Button>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<TwoFactorCodeDialog<TPasswordFormSchema>
|
||||
open={isTwoFactorDialogOpen}
|
||||
onOpenChange={setIsTwoFactorDialogOpen}
|
||||
isSubmitting={isSubmitting}
|
||||
submitLabel={<Trans>Update password</Trans>}
|
||||
onSubmit={form.handleSubmit(onFormSubmit)}
|
||||
/>
|
||||
</Form>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -17,9 +17,9 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import type { MessageDescriptor } from '@lingui/core';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Plural, Trans } from '@lingui/react/macro';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { keepPreviousData } from '@tanstack/react-query';
|
||||
import { defaultFilter as commandScore } from 'cmdk';
|
||||
import { commandScore } from 'cmdk/dist/command-score';
|
||||
import {
|
||||
ArrowLeftIcon,
|
||||
CheckIcon,
|
||||
@@ -596,13 +596,9 @@ export const AppCommandMenu = ({ open, onOpenChange }: AppCommandMenuProps) => {
|
||||
|
||||
<span className="ml-auto text-muted-foreground text-xs">
|
||||
{hasValidSearch ? (
|
||||
isVisibleCountCapped ? (
|
||||
<Trans>{formatChipCount(totalVisibleCount, isVisibleCountCapped)} results</Trans>
|
||||
) : (
|
||||
<Plural value={totalVisibleCount} one="# result" other="# results" />
|
||||
)
|
||||
<Trans>{formatChipCount(totalVisibleCount, isVisibleCountCapped)} results</Trans>
|
||||
) : (
|
||||
<Plural value={totalVisibleCount} one="# item" other="# items" />
|
||||
<Trans>{totalVisibleCount} items</Trans>
|
||||
)}
|
||||
</span>
|
||||
</div>
|
||||
|
||||
@@ -0,0 +1,66 @@
|
||||
import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
|
||||
import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
|
||||
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
|
||||
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
|
||||
import type { TRecipientLite } from '@documenso/lib/types/recipient';
|
||||
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { DocumentStatus } from '@prisma/client';
|
||||
|
||||
import { StackAvatar } from './stack-avatar';
|
||||
|
||||
export type AvatarWithRecipientProps = {
|
||||
recipient: TRecipientLite;
|
||||
documentStatus: DocumentStatus;
|
||||
};
|
||||
|
||||
export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRecipientProps) {
|
||||
const [, copy] = useCopyToClipboard();
|
||||
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
const signingToken = documentStatus === DocumentStatus.PENDING ? recipient.token : null;
|
||||
|
||||
const onRecipientClick = () => {
|
||||
if (!signingToken) {
|
||||
return;
|
||||
}
|
||||
|
||||
void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${signingToken}`).then(() => {
|
||||
toast({
|
||||
title: _(msg`Copied to clipboard`),
|
||||
description: _(msg`The signing link has been copied to your clipboard.`),
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
return (
|
||||
<div
|
||||
className={cn('my-1 flex items-center gap-2', {
|
||||
'cursor-pointer hover:underline': signingToken,
|
||||
})}
|
||||
role={signingToken ? 'button' : undefined}
|
||||
title={signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined}
|
||||
onClick={onRecipientClick}
|
||||
>
|
||||
<StackAvatar
|
||||
first={true}
|
||||
key={recipient.id}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
/>
|
||||
|
||||
<div
|
||||
className="text-muted-foreground text-sm"
|
||||
title={signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined}
|
||||
>
|
||||
<p>{recipient.email || recipient.name}</p>
|
||||
<p className="text-muted-foreground/70 text-xs">{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import type { TTemplate } from '@documenso/lib/types/template';
|
||||
@@ -42,7 +41,6 @@ export const DirectTemplatePageView = ({
|
||||
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { email, fullName, setEmail } = useRequiredDocumentSigningContext();
|
||||
const { recipient, setRecipient } = useRequiredDocumentSigningAuthContext();
|
||||
@@ -126,13 +124,6 @@ export const DirectTemplatePageView = ({
|
||||
const error = AppError.parseError(err);
|
||||
const errorMessage = getDirectTemplateErrorMessage(error.code);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'direct_template',
|
||||
recipientId: directTemplateRecipient.id,
|
||||
envelopeId: template.envelopeId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(errorMessage.title),
|
||||
description: _(errorMessage.description),
|
||||
|
||||
+5
-28
@@ -1,7 +1,5 @@
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
import { UserAuthMethod } from '@documenso/lib/types/user-auth-method';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { DialogFooter } from '@documenso/ui/primitives/dialog';
|
||||
@@ -9,13 +7,11 @@ import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { Loader2Icon } from 'lucide-react';
|
||||
import { useEffect, useState } from 'react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
|
||||
import { DocumentSigningAuthSetPassword } from './document-signing-auth-set-password';
|
||||
|
||||
export type DocumentSigningAuthPasswordProps = {
|
||||
open: boolean;
|
||||
@@ -39,12 +35,8 @@ export const DocumentSigningAuthPassword = ({
|
||||
}: DocumentSigningAuthPasswordProps) => {
|
||||
const { t } = useLingui();
|
||||
|
||||
const { user, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } = useRequiredDocumentSigningAuthContext();
|
||||
|
||||
// Fetched on demand since this is only needed once the user opts for password auth.
|
||||
const { data: authMethodsData, isPending: isAuthMethodsPending } = trpc.auth.getAuthMethods.useQuery(undefined, {
|
||||
enabled: !!user,
|
||||
});
|
||||
const { recipient, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } =
|
||||
useRequiredDocumentSigningAuthContext();
|
||||
|
||||
const form = useForm<TPasswordAuthFormSchema>({
|
||||
resolver: zodResolver(ZPasswordAuthFormSchema),
|
||||
@@ -55,10 +47,6 @@ export const DocumentSigningAuthPassword = ({
|
||||
|
||||
const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
|
||||
|
||||
// If the query fails we fall through to the regular password form rather than blocking.
|
||||
const isPasswordSetupRequired =
|
||||
!!user && !!authMethodsData && !authMethodsData.authMethods.includes(UserAuthMethod.PASSWORD);
|
||||
|
||||
const onFormSubmit = async ({ password }: TPasswordAuthFormSchema) => {
|
||||
try {
|
||||
setIsCurrentlyAuthenticating(true);
|
||||
@@ -76,6 +64,8 @@ export const DocumentSigningAuthPassword = ({
|
||||
|
||||
const error = AppError.parseError(err);
|
||||
setFormErrorCode(error.code);
|
||||
|
||||
// Todo: Alert.
|
||||
}
|
||||
};
|
||||
|
||||
@@ -89,22 +79,9 @@ export const DocumentSigningAuthPassword = ({
|
||||
// eslint-disable-next-line react-hooks/exhaustive-deps
|
||||
}, [open]);
|
||||
|
||||
if (user && isAuthMethodsPending) {
|
||||
return (
|
||||
<div className="flex items-center justify-center py-8">
|
||||
<Loader2Icon className="h-6 w-6 animate-spin text-muted-foreground" />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (isPasswordSetupRequired) {
|
||||
return <DocumentSigningAuthSetPassword onOpenChange={onOpenChange} />;
|
||||
}
|
||||
|
||||
return (
|
||||
<Form {...form}>
|
||||
{/* method="post" so a pre-hydration native submit can't leak the password into the URL. */}
|
||||
<form method="post" onSubmit={form.handleSubmit(onFormSubmit)}>
|
||||
<form onSubmit={form.handleSubmit(onFormSubmit)}>
|
||||
<fieldset disabled={isCurrentlyAuthenticating}>
|
||||
<div className="space-y-4">
|
||||
{formErrorCode && (
|
||||
|
||||
-63
@@ -1,63 +0,0 @@
|
||||
import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { DialogFooter } from '@documenso/ui/primitives/dialog';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
|
||||
import { PasswordSetupRequest } from '~/components/forms/password-setup-request';
|
||||
|
||||
export type DocumentSigningAuthSetPasswordProps = {
|
||||
onOpenChange: (value: boolean) => void;
|
||||
};
|
||||
|
||||
/**
|
||||
* Shown in place of the password reauth form when the signed in user has no
|
||||
* password (e.g. they signed up via OAuth or a passkey).
|
||||
*
|
||||
* Password based action auth is meant to prove more than possession of a session,
|
||||
* so rather than letting the session set a password inline we send the user the
|
||||
* verified reset link and ask them to come back.
|
||||
*/
|
||||
export const DocumentSigningAuthSetPassword = ({ onOpenChange }: DocumentSigningAuthSetPasswordProps) => {
|
||||
const isEmailPasswordSigninEnabled = isSigninEnabledForProvider('email');
|
||||
|
||||
return (
|
||||
<div className="space-y-4">
|
||||
{isEmailPasswordSigninEnabled ? (
|
||||
<>
|
||||
<Alert variant="neutral">
|
||||
<AlertTitle>
|
||||
<Trans>No password set</Trans>
|
||||
</AlertTitle>
|
||||
<AlertDescription>
|
||||
<Trans>
|
||||
Signing this field requires a password, but your account does not have one. We can email you a link to
|
||||
set one. Once done, sign in again and return to this document to continue.
|
||||
</Trans>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
|
||||
<PasswordSetupRequest />
|
||||
</>
|
||||
) : (
|
||||
<Alert variant="warning">
|
||||
<AlertTitle>
|
||||
<Trans>Password authentication unavailable</Trans>
|
||||
</AlertTitle>
|
||||
<AlertDescription>
|
||||
<Trans>
|
||||
Your account does not have a password and password sign in is disabled for this instance. Please contact
|
||||
the document sender to use a different authentication method.
|
||||
</Trans>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
<DialogFooter>
|
||||
<Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
|
||||
<Trans>Close</Trans>
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
-23
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -40,7 +39,6 @@ export const DocumentSigningCheckboxField = ({
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -128,13 +126,6 @@ export const DocumentSigningCheckboxField = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -166,13 +157,6 @@ export const DocumentSigningCheckboxField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
@@ -232,13 +216,6 @@ export const DocumentSigningCheckboxField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while updating the signature.`),
|
||||
|
||||
+1
-24
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import { type TRecipientAccessAuth, ZDocumentAccessAuthSchema } from '@documenso/lib/types/document-auth';
|
||||
import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
@@ -15,7 +14,6 @@ import {
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import type { Field, Recipient } from '@prisma/client';
|
||||
@@ -29,8 +27,6 @@ import { useEmbedSigningContext } from '~/components/embed/embed-signing-context
|
||||
import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
|
||||
import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
|
||||
|
||||
import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
|
||||
|
||||
export type DocumentSigningCompleteDialogProps = {
|
||||
@@ -89,9 +85,7 @@ export const DocumentSigningCompleteDialog = ({
|
||||
position,
|
||||
disableNameInput = false,
|
||||
}: DocumentSigningCompleteDialogProps) => {
|
||||
const analytics = useAnalytics();
|
||||
const { t, i18n } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { t } = useLingui();
|
||||
|
||||
const [showDialog, setShowDialog] = useState(false);
|
||||
|
||||
@@ -180,23 +174,6 @@ export const DocumentSigningCompleteDialog = ({
|
||||
|
||||
return;
|
||||
}
|
||||
|
||||
analytics.captureException(error, {
|
||||
source: 'signing',
|
||||
location: 'complete_document',
|
||||
});
|
||||
|
||||
// This dialog owns the completion error toast for every signing surface
|
||||
// so the user gets a specific, actionable message. Callers should run
|
||||
// their own side effects (e.g. embeds posting document-error) and
|
||||
// rethrow rather than toasting themselves.
|
||||
const toastMessage = getSigningCompletionErrorMessage(err.code);
|
||||
|
||||
toast({
|
||||
title: i18n._(toastMessage.title),
|
||||
description: i18n._(toastMessage.description),
|
||||
variant: 'destructive',
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { convertToLocalSystemFormat, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
|
||||
import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
@@ -40,7 +39,6 @@ export const DocumentSigningDateField = ({
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -87,13 +85,6 @@ export const DocumentSigningDateField = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -122,13 +113,6 @@ export const DocumentSigningDateField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
-16
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -36,7 +35,6 @@ export const DocumentSigningDropdownField = ({
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -88,13 +86,6 @@ export const DocumentSigningDropdownField = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -129,13 +120,6 @@ export const DocumentSigningDropdownField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -34,7 +33,6 @@ export const DocumentSigningEmailField = ({ field, onSignField, onUnsignField }:
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { email: providedEmail } = useRequiredDocumentSigningContext();
|
||||
|
||||
@@ -80,13 +78,6 @@ export const DocumentSigningEmailField = ({ field, onSignField, onUnsignField }:
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -115,13 +106,6 @@ export const DocumentSigningEmailField = ({ field, onSignField, onUnsignField }:
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { AppError } from '@documenso/lib/errors/app-error';
|
||||
import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
|
||||
import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
|
||||
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
@@ -20,8 +19,6 @@ import { useId, useMemo, useState } from 'react';
|
||||
import { Controller, useForm } from 'react-hook-form';
|
||||
import { useNavigate } from 'react-router';
|
||||
|
||||
import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
import { AssistantConfirmationDialog, type NextSigner } from '../../dialogs/assistant-confirmation-dialog';
|
||||
import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
|
||||
import { useRequiredDocumentSigningContext } from './document-signing-provider';
|
||||
@@ -103,12 +100,9 @@ export const DocumentSigningForm = ({
|
||||
try {
|
||||
await completeDocument({ nextSigner });
|
||||
} catch (err) {
|
||||
const error = AppError.parseError(err);
|
||||
const toastMessage = getSigningCompletionErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
title: _(toastMessage.title),
|
||||
description: _(toastMessage.description),
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while completing the document. Please try again.`),
|
||||
variant: 'destructive',
|
||||
});
|
||||
|
||||
|
||||
-16
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -39,7 +38,6 @@ export const DocumentSigningInitialsField = ({
|
||||
const { toast } = useToast();
|
||||
const { _ } = useLingui();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { fullName } = useRequiredDocumentSigningContext();
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
@@ -86,13 +84,6 @@ export const DocumentSigningInitialsField = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -121,13 +112,6 @@ export const DocumentSigningInitialsField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -40,7 +39,6 @@ export const DocumentSigningNameField = ({ field, onSignField, onUnsignField }:
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { fullName: providedFullName, setFullName: setProvidedFullName } = useRequiredDocumentSigningContext();
|
||||
|
||||
@@ -118,13 +116,6 @@ export const DocumentSigningNameField = ({ field, onSignField, onUnsignField }:
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -153,13 +144,6 @@ export const DocumentSigningNameField = ({ field, onSignField, onUnsignField }:
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -1,5 +1,4 @@
|
||||
import { validateNumberField } from '@documenso/lib/advanced-fields-validation/validate-number';
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -48,7 +47,6 @@ export const DocumentSigningNumberField = ({ field, onSignField, onUnsignField }
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -144,13 +142,6 @@ export const DocumentSigningNumberField = ({ field, onSignField, onUnsignField }
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -202,13 +193,6 @@ export const DocumentSigningNumberField = ({ field, onSignField, onUnsignField }
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -1,3 +1,4 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
|
||||
@@ -82,6 +83,8 @@ export const DocumentSigningPageViewV1 = ({
|
||||
? authUser.twoFactorEnabled && authUser.email === recipient.email
|
||||
: false;
|
||||
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
|
||||
const [isExpanded, setIsExpanded] = useState(false);
|
||||
|
||||
@@ -115,6 +118,12 @@ export const DocumentSigningPageViewV1 = ({
|
||||
|
||||
await completeDocumentWithToken(payload);
|
||||
|
||||
analytics.capture('App: Recipient has completed signing', {
|
||||
signerId: recipient.id,
|
||||
documentId: document.id,
|
||||
timestamp: new Date().toISOString(),
|
||||
});
|
||||
|
||||
if (documentMeta?.redirectUrl) {
|
||||
window.location.href = documentMeta.redirectUrl;
|
||||
} else {
|
||||
|
||||
@@ -184,7 +184,6 @@ export const DocumentSigningPageViewV2 = () => {
|
||||
envelopeId={envelope.id}
|
||||
envelopeStatus={envelope.status}
|
||||
envelopeItems={envelope.envelopeItems}
|
||||
envelopeTitle={envelope.title}
|
||||
token={recipient.token}
|
||||
trigger={
|
||||
<Button variant="ghost" size="sm" className="w-full justify-start">
|
||||
|
||||
+4
-22
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -32,7 +31,6 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, targetSigner, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -93,13 +91,6 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -129,13 +120,6 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the selection.`),
|
||||
@@ -162,17 +146,14 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
|
||||
{isLoading && <DocumentSigningFieldsLoader />}
|
||||
|
||||
{!field.inserted && (
|
||||
<RadioGroup
|
||||
value={selectedOption}
|
||||
onValueChange={(value) => handleSelectItem(value)}
|
||||
className="z-10 my-0.5 gap-y-1"
|
||||
>
|
||||
<RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10 my-0.5 gap-y-1">
|
||||
{values?.map((item, index) => (
|
||||
<div key={index} className="flex items-center">
|
||||
<RadioGroupItem
|
||||
className="h-3 w-3 shrink-0"
|
||||
value={item.value}
|
||||
id={`option-${field.id}-${item.id}`}
|
||||
checked={item.checked}
|
||||
disabled={isReadOnly}
|
||||
/>
|
||||
{!item.value.includes('empty-value-') && item.value && (
|
||||
@@ -186,13 +167,14 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
|
||||
)}
|
||||
|
||||
{field.inserted && (
|
||||
<RadioGroup value={field.customText ?? ''} className="my-0.5 gap-y-1">
|
||||
<RadioGroup className="my-0.5 gap-y-1">
|
||||
{values?.map((item, index) => (
|
||||
<div key={index} className="flex items-center">
|
||||
<RadioGroupItem
|
||||
className="h-3 w-3"
|
||||
value={item.value}
|
||||
id={`option-${field.id}-${item.id}`}
|
||||
checked={item.value === field.customText}
|
||||
disabled={isReadOnly}
|
||||
/>
|
||||
{!item.value.includes('empty-value-') && item.value && (
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import {
|
||||
@@ -42,7 +41,6 @@ export function DocumentSigningRejectDialog({
|
||||
}: DocumentSigningRejectDialogProps) {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
const [searchParams] = useSearchParams();
|
||||
|
||||
const [isOpen, setIsOpen] = useState(false);
|
||||
@@ -78,12 +76,6 @@ export function DocumentSigningRejectDialog({
|
||||
window.location.href = `/sign/${token}/rejected`;
|
||||
}
|
||||
} catch (err) {
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'reject_document',
|
||||
documentId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: t`Error`,
|
||||
description: t`An error occurred while rejecting the document. Please try again.`,
|
||||
|
||||
-16
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -48,7 +47,6 @@ export const DocumentSigningSignatureField = ({
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -159,13 +157,6 @@ export const DocumentSigningSignatureField = ({
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while signing the document.`),
|
||||
@@ -192,13 +183,6 @@ export const DocumentSigningSignatureField = ({
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the signature.`),
|
||||
|
||||
@@ -1,5 +1,4 @@
|
||||
import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
|
||||
@@ -51,7 +50,6 @@ export const DocumentSigningTextField = ({ field, onSignField, onUnsignField }:
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { revalidate } = useRevalidator();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
|
||||
|
||||
@@ -172,13 +170,6 @@ export const DocumentSigningTextField = ({ field, onSignField, onUnsignField }:
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: isAssistantMode
|
||||
@@ -209,13 +200,6 @@ export const DocumentSigningTextField = ({ field, onSignField, onUnsignField }:
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'remove_field',
|
||||
fieldType: field.type,
|
||||
recipientId: field.recipientId,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Error`),
|
||||
description: _(msg`An error occurred while removing the field.`),
|
||||
|
||||
@@ -135,7 +135,6 @@ export const DocumentCertificateQRView = ({
|
||||
envelopeId={envelopeItems[0].envelopeId}
|
||||
envelopeStatus={DocumentStatus.COMPLETED}
|
||||
envelopeItems={envelopeItems}
|
||||
envelopeTitle={title}
|
||||
token={token}
|
||||
trigger={
|
||||
<Button type="button" variant="outline" className="w-fit">
|
||||
@@ -196,7 +195,6 @@ const DocumentCertificateQrV2 = ({ title, recipientCount, formattedDate, token }
|
||||
envelopeId={envelopeItems[0].envelopeId}
|
||||
envelopeStatus={DocumentStatus.COMPLETED}
|
||||
envelopeItems={envelopeItems}
|
||||
envelopeTitle={title}
|
||||
token={token}
|
||||
trigger={
|
||||
<Button type="button" variant="outline" className="w-fit">
|
||||
|
||||
@@ -28,7 +28,6 @@ import { useNavigate, useSearchParams } from 'react-router';
|
||||
import { z } from 'zod';
|
||||
import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
|
||||
import { useCurrentTeam } from '~/providers/team';
|
||||
import { useCspNonce } from '~/utils/nonce';
|
||||
import { getDistributeErrorMessage } from '~/utils/toast-error-messages';
|
||||
|
||||
export type DocumentEditFormProps = {
|
||||
@@ -43,7 +42,6 @@ const EditDocumentSteps: EditDocumentStep[] = ['settings', 'signers', 'fields',
|
||||
export const DocumentEditForm = ({ className, initialDocument, documentRootPath }: DocumentEditFormProps) => {
|
||||
const { toast } = useToast();
|
||||
const { _ } = useLingui();
|
||||
const cspNonce = useCspNonce();
|
||||
|
||||
const navigate = useNavigate();
|
||||
|
||||
@@ -475,7 +473,6 @@ export const DocumentEditForm = ({ className, initialDocument, documentRootPath
|
||||
onSubmit={onAddSignersFormSubmit}
|
||||
onAutoSave={onAddSignersFormAutoSave}
|
||||
isDocumentPdfLoaded={isDocumentPdfLoaded}
|
||||
nonce={cspNonce}
|
||||
/>
|
||||
|
||||
<AddFieldsFormPartial
|
||||
|
||||
@@ -73,7 +73,6 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
|
||||
envelopeId={envelope.id}
|
||||
envelopeStatus={envelope.status}
|
||||
envelopeItems={envelope.envelopeItems}
|
||||
envelopeTitle={envelope.title}
|
||||
token={recipient?.token}
|
||||
trigger={
|
||||
<Button className="w-full">
|
||||
|
||||
@@ -101,7 +101,6 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
|
||||
isLegacy={envelope.internalVersion === 1}
|
||||
token={canManageDocument ? undefined : recipient?.token}
|
||||
envelopeItems={envelope.envelopeItems}
|
||||
envelopeTitle={envelope.title}
|
||||
trigger={
|
||||
<DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
|
||||
<div>
|
||||
|
||||
@@ -2,7 +2,7 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { useQueryStates } from 'nuqs';
|
||||
import { useQueryState } from 'nuqs';
|
||||
import { useEffect, useState } from 'react';
|
||||
|
||||
import { documentsSearchParams } from '~/utils/documents-search-params';
|
||||
@@ -10,26 +10,16 @@ import { documentsSearchParams } from '~/utils/documents-search-params';
|
||||
export const DocumentSearch = () => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
const [{ query }, setSearchParams] = useQueryStates(
|
||||
{
|
||||
query: documentsSearchParams.query,
|
||||
page: documentsSearchParams.page,
|
||||
},
|
||||
{ history: 'push' },
|
||||
);
|
||||
const [query, setQuery] = useQueryState('query', documentsSearchParams.query);
|
||||
|
||||
const [searchTerm, setSearchTerm] = useState(query ?? '');
|
||||
const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
|
||||
|
||||
useEffect(() => {
|
||||
if (debouncedSearchTerm !== (query ?? '')) {
|
||||
// Reset pagination so a new search never lands on an empty page.
|
||||
void setSearchParams({
|
||||
query: debouncedSearchTerm || null,
|
||||
page: null,
|
||||
});
|
||||
void setQuery(debouncedSearchTerm || null);
|
||||
}
|
||||
}, [debouncedSearchTerm, query, setSearchParams]);
|
||||
}, [debouncedSearchTerm, query, setQuery]);
|
||||
|
||||
return (
|
||||
<Input
|
||||
|
||||
@@ -1,4 +1,5 @@
|
||||
import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
|
||||
@@ -37,6 +38,7 @@ export const DocumentUploadButtonLegacy = ({ className, type }: DocumentUploadBu
|
||||
const team = useCurrentTeam();
|
||||
|
||||
const navigate = useNavigate();
|
||||
const analytics = useAnalytics();
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
const userTimezone =
|
||||
@@ -101,6 +103,12 @@ export const DocumentUploadButtonLegacy = ({ className, type }: DocumentUploadBu
|
||||
description: _(msg`Your document has been uploaded successfully.`),
|
||||
duration: 5000,
|
||||
});
|
||||
|
||||
analytics.capture('App: Document Uploaded', {
|
||||
userId: user.id,
|
||||
documentId: id,
|
||||
timestamp: new Date().toISOString(),
|
||||
});
|
||||
}
|
||||
|
||||
// Handle legacy template creation.
|
||||
|
||||
-15
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
|
||||
import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
|
||||
import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
|
||||
@@ -38,12 +37,8 @@ import { useEffect, useMemo, useRef, useState } from 'react';
|
||||
import { fieldButtonList } from './envelope-editor-fields-drag-drop';
|
||||
import { EnvelopeRecipientSelectorCommand } from './envelope-recipient-selector';
|
||||
|
||||
/** How far past a resize handle you can still grab it, in screen pixels. */
|
||||
const TRANSFORMER_ANCHOR_HIT_STROKE_PX = 24;
|
||||
|
||||
export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageRenderData }) => {
|
||||
const { t, i18n } = useLingui();
|
||||
const analytics = useAnalytics();
|
||||
const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
|
||||
const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
|
||||
|
||||
@@ -281,13 +276,6 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
|
||||
unsafeRenderFieldOnLayer(field);
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'envelope_page_render',
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
setRenderError(true);
|
||||
}
|
||||
};
|
||||
@@ -362,9 +350,6 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
|
||||
shouldOverdrawWholeArea: true,
|
||||
ignoreStroke: true,
|
||||
flipEnabled: false,
|
||||
anchorStyleFunc: (anchor) => {
|
||||
anchor.hitStrokeWidth(TRANSFORMER_ANCHOR_HIT_STROKE_PX / scale);
|
||||
},
|
||||
boundBoxFunc: (oldBox, newBox) => {
|
||||
// Enforce minimum size
|
||||
if (newBox.width < 30 || newBox.height < 20) {
|
||||
|
||||
@@ -45,7 +45,6 @@ import { isDeepEqual } from 'remeda';
|
||||
import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
|
||||
import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
|
||||
import { useCurrentTeam } from '~/providers/team';
|
||||
import { useCspNonce } from '~/utils/nonce';
|
||||
|
||||
export const EnvelopeEditorRecipientForm = () => {
|
||||
const { envelope, setRecipientsDebounced, updateEnvelope, editorRecipients, isEmbedded, editorConfig } =
|
||||
@@ -53,7 +52,6 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
|
||||
const organisation = useCurrentOrganisation();
|
||||
const team = useCurrentTeam();
|
||||
const cspNonce = useCspNonce();
|
||||
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
@@ -797,7 +795,6 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
</div>
|
||||
|
||||
<DragDropContext
|
||||
nonce={cspNonce}
|
||||
onDragEnd={onDragEnd}
|
||||
sensors={[
|
||||
(api: SensorAPI) => {
|
||||
|
||||
+2
-2
@@ -16,7 +16,7 @@ import {
|
||||
ZDocumentMetaTimezoneSchema,
|
||||
} from '@documenso/lib/types/document-meta';
|
||||
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
|
||||
import { isHttpUrl } from '@documenso/lib/utils/is-http-url';
|
||||
import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
|
||||
import { canAccessTeamDocument, DocumentSignatureType, extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
|
||||
import { zEmail } from '@documenso/lib/utils/zod';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
@@ -97,7 +97,7 @@ export const ZAddSettingsFormSchema = z.object({
|
||||
redirectUrl: z
|
||||
.string()
|
||||
.optional()
|
||||
.refine((value) => value === undefined || value === '' || isHttpUrl(value), {
|
||||
.refine((value) => value === undefined || value === '' || isValidRedirectUrl(value), {
|
||||
message: 'Please enter a valid URL, make sure you include http:// or https:// part of the url.',
|
||||
}),
|
||||
language: z
|
||||
|
||||
@@ -1,5 +1,4 @@
|
||||
import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useEnvelopeAutosave } from '@documenso/lib/client-only/hooks/use-envelope-autosave';
|
||||
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
@@ -26,7 +25,6 @@ import { useEffect, useMemo, useRef, useState } from 'react';
|
||||
import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
|
||||
|
||||
import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
|
||||
import { useCspNonce } from '~/utils/nonce';
|
||||
|
||||
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
|
||||
import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
|
||||
@@ -43,12 +41,10 @@ type LocalFile = {
|
||||
|
||||
export const EnvelopeEditorUploadPage = () => {
|
||||
const organisation = useCurrentOrganisation();
|
||||
const cspNonce = useCspNonce();
|
||||
|
||||
const { t, i18n } = useLingui();
|
||||
const { maximumEnvelopeItemCount, remaining } = useLimits();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const {
|
||||
envelope,
|
||||
@@ -217,12 +213,6 @@ export const EnvelopeEditorUploadPage = () => {
|
||||
const { data } = await createPromise.catch((error) => {
|
||||
console.error(error);
|
||||
|
||||
analytics.captureException(error, {
|
||||
source: isEmbedded ? 'embed' : 'editor',
|
||||
location: 'create_envelope_items',
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
// Set error state on files in batch upload.
|
||||
setLocalFiles((prev) =>
|
||||
prev.map((uploadingFile) =>
|
||||
@@ -300,12 +290,6 @@ export const EnvelopeEditorUploadPage = () => {
|
||||
} catch (error) {
|
||||
console.error(error);
|
||||
|
||||
analytics.captureException(error, {
|
||||
source: isEmbedded ? 'embed' : 'editor',
|
||||
location: 'replace_pdf',
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: t`Replace failed`,
|
||||
description: t`Something went wrong while replacing the PDF`,
|
||||
@@ -496,7 +480,7 @@ export const EnvelopeEditorUploadPage = () => {
|
||||
|
||||
{/* Uploaded Files List */}
|
||||
<div className="mt-4">
|
||||
<DragDropContext nonce={cspNonce} onDragEnd={onDragEnd}>
|
||||
<DragDropContext onDragEnd={onDragEnd}>
|
||||
<Droppable droppableId="files">
|
||||
{(provided) => (
|
||||
<div
|
||||
|
||||
@@ -440,7 +440,6 @@ export const EnvelopeEditor = () => {
|
||||
envelopeStatus={envelope.status}
|
||||
isLegacy={envelope.internalVersion === 1}
|
||||
envelopeItems={envelope.envelopeItems}
|
||||
envelopeTitle={envelope.title}
|
||||
trigger={
|
||||
<Button variant="ghost" size="sm" className="w-full justify-start" title={t(msg`Download PDF`)}>
|
||||
<DownloadCloudIcon className="h-4 w-4" />
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
|
||||
import {
|
||||
type PageRenderData,
|
||||
@@ -19,7 +18,6 @@ type GenericLocalField = TEnvelope['fields'][number] & {
|
||||
|
||||
export const EnvelopeGenericPageRenderer = ({ pageData }: { pageData: PageRenderData }) => {
|
||||
const { i18n } = useLingui();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const {
|
||||
envelopeStatus,
|
||||
@@ -116,13 +114,6 @@ export const EnvelopeGenericPageRenderer = ({ pageData }: { pageData: PageRender
|
||||
unsafeRenderFieldOnLayer(field);
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'envelope_page_render',
|
||||
envelopeId: currentEnvelopeItem?.envelopeId,
|
||||
});
|
||||
|
||||
setRenderError(true);
|
||||
}
|
||||
};
|
||||
|
||||
@@ -102,7 +102,6 @@ const MobileDropdownMenu = () => {
|
||||
envelopeId={envelope.id}
|
||||
envelopeStatus={envelope.status}
|
||||
envelopeItems={envelope.envelopeItems}
|
||||
envelopeTitle={envelope.title}
|
||||
token={recipient.token}
|
||||
trigger={
|
||||
<DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
|
||||
import {
|
||||
type PageRenderData,
|
||||
@@ -54,7 +53,6 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
|
||||
|
||||
const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const {
|
||||
envelopeData,
|
||||
@@ -428,14 +426,6 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
|
||||
unsafeRenderFieldOnLayer(unparsedField, fieldCanvasStyleCache);
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'page_render',
|
||||
recipientId: recipient.id,
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
setRenderError(true);
|
||||
}
|
||||
};
|
||||
@@ -517,14 +507,6 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'sign_field',
|
||||
fieldType: payload.type,
|
||||
recipientId: recipient.id,
|
||||
envelopeId: envelope.id,
|
||||
});
|
||||
|
||||
toast({
|
||||
title: t`Error`,
|
||||
description: t`An error occurred while signing the field.`,
|
||||
|
||||
+14
-15
@@ -118,6 +118,12 @@ export const EnvelopeSignerCompleteDialog = () => {
|
||||
title: t`Document already signed`,
|
||||
description: t`This document was already signed and no further action was taken.`,
|
||||
});
|
||||
} else {
|
||||
analytics.capture('App: Recipient has completed signing', {
|
||||
signerId: recipient.id,
|
||||
documentId: envelope.id,
|
||||
timestamp: new Date().toISOString(),
|
||||
});
|
||||
}
|
||||
|
||||
if (onDocumentCompleted) {
|
||||
@@ -142,18 +148,15 @@ export const EnvelopeSignerCompleteDialog = () => {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'complete_document',
|
||||
recipientId: recipient.id,
|
||||
envelopeId: envelope.id,
|
||||
toast({
|
||||
title: t`Something went wrong`,
|
||||
description: t`We were unable to submit this document at this time. Please try again later.`,
|
||||
variant: 'destructive',
|
||||
});
|
||||
|
||||
onDocumentError?.();
|
||||
}
|
||||
|
||||
// Rethrow so DocumentSigningCompleteDialog can handle 2FA retries and
|
||||
// toast a specific completion error message.
|
||||
throw err;
|
||||
}
|
||||
};
|
||||
@@ -221,18 +224,14 @@ export const EnvelopeSignerCompleteDialog = () => {
|
||||
}
|
||||
} catch (err) {
|
||||
console.log('err', err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'signing',
|
||||
location: 'complete_document_next_signer',
|
||||
recipientId: recipient.id,
|
||||
envelopeId: envelope.id,
|
||||
toast({
|
||||
title: t`Something went wrong`,
|
||||
description: t`We were unable to submit this document at this time. Please try again later.`,
|
||||
variant: 'destructive',
|
||||
});
|
||||
|
||||
onDocumentError?.();
|
||||
|
||||
// Rethrow so DocumentSigningCompleteDialog can toast a specific
|
||||
// completion error message.
|
||||
throw err;
|
||||
}
|
||||
};
|
||||
|
||||
@@ -93,6 +93,14 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
|
||||
duration: 5000,
|
||||
});
|
||||
|
||||
if (type === EnvelopeType.DOCUMENT) {
|
||||
analytics.capture('App: Document Uploaded', {
|
||||
userId: user.id,
|
||||
documentId: id,
|
||||
timestamp: new Date().toISOString(),
|
||||
});
|
||||
}
|
||||
|
||||
const pathPrefix = type === EnvelopeType.DOCUMENT ? formatDocumentsPath(team.url) : formatTemplatesPath(team.url);
|
||||
|
||||
const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
|
||||
@@ -101,11 +109,6 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
|
||||
} catch (err) {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'upload_document',
|
||||
});
|
||||
|
||||
const errorMessage = getUploadErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
|
||||
@@ -1,5 +1,4 @@
|
||||
import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
|
||||
@@ -35,7 +34,6 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
|
||||
const { t, i18n } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { user } = useSession();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const team = useCurrentTeam();
|
||||
|
||||
@@ -114,11 +112,6 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
|
||||
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'editor',
|
||||
location: 'upload_document',
|
||||
});
|
||||
|
||||
const errorMessage = getUploadErrorMessage(error.code);
|
||||
|
||||
toast({
|
||||
|
||||
@@ -1,4 +1,3 @@
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import type { ImageLoadingState, PageRenderData } from '@documenso/lib/client-only/providers/envelope-render-provider';
|
||||
import { PDF_VIEWER_PAGE_CLASSNAME } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
@@ -69,7 +68,6 @@ export default function PDFViewer({
|
||||
}: PDFViewerProps) {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const $el = useRef<HTMLDivElement>(null);
|
||||
|
||||
@@ -152,11 +150,6 @@ export default function PDFViewer({
|
||||
console.error(err);
|
||||
setLoadingState('error');
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'pdf_viewer',
|
||||
location: 'pdf_load',
|
||||
});
|
||||
|
||||
toast({
|
||||
title: t`Error`,
|
||||
description: t`An error occurred while loading the document.`,
|
||||
@@ -222,7 +215,7 @@ export default function PDFViewer({
|
||||
|
||||
type VirtualizedPageListProps = {
|
||||
scrollParentRef: ScrollTarget;
|
||||
constraintRef: React.RefObject<HTMLDivElement | null>;
|
||||
constraintRef: React.RefObject<HTMLDivElement>;
|
||||
pages: PageMeta[];
|
||||
numPages: number;
|
||||
pdf: pdfjsLib.PDFDocumentProxy;
|
||||
@@ -373,8 +366,6 @@ const PdfViewerPage = ({
|
||||
* Manages rendering a page from a pdf.
|
||||
*/
|
||||
const usePdfPageImage = ({ pageNumber, pdf, scale, scaledWidth, scaledHeight }: PdfViewerPageProps) => {
|
||||
const analytics = useAnalytics();
|
||||
|
||||
const [imageLoadingState, setImageLoadingState] = useState<ImageLoadingState>('loading');
|
||||
|
||||
const [imageUrl, setImageUrl] = useState('');
|
||||
@@ -466,12 +457,6 @@ const usePdfPageImage = ({ pageNumber, pdf, scale, scaledWidth, scaledHeight }:
|
||||
|
||||
if (!isCancelled) {
|
||||
console.error(err);
|
||||
|
||||
analytics.captureException(err, {
|
||||
source: 'pdf_viewer',
|
||||
location: 'pdf_page_render',
|
||||
});
|
||||
|
||||
setImageLoadingState('error');
|
||||
}
|
||||
} finally {
|
||||
|
||||
@@ -0,0 +1,37 @@
|
||||
import { Skeleton } from '@documenso/ui/primitives/skeleton';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { ChevronLeft, Loader } from 'lucide-react';
|
||||
import { Link } from 'react-router';
|
||||
|
||||
export default function DocumentEditSkeleton() {
|
||||
return (
|
||||
<div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
|
||||
<Link to="/" className="flex grow-0 items-center text-documenso-700 hover:opacity-80">
|
||||
<ChevronLeft className="mr-2 inline-block h-5 w-5" />
|
||||
<Trans>Documents</Trans>
|
||||
</Link>
|
||||
|
||||
<h1 className="mt-4 grow-0 truncate font-semibold text-2xl md:text-3xl">
|
||||
<Trans>Loading Document...</Trans>
|
||||
</h1>
|
||||
|
||||
<div className="flex h-10 items-center">
|
||||
<Skeleton className="my-6 h-4 w-24 rounded-2xl" />
|
||||
</div>
|
||||
|
||||
<div className="mt-4 grid h-[80vh] max-h-[60rem] w-full grid-cols-12 gap-x-8">
|
||||
<div className="col-span-12 rounded-xl border-2 border-border bg-white/50 p-2 before:rounded-xl lg:col-span-6 xl:col-span-7 dark:bg-background">
|
||||
<div className="flex h-[80vh] max-h-[60rem] flex-col items-center justify-center">
|
||||
<Loader className="h-12 w-12 animate-spin text-documenso" />
|
||||
|
||||
<p className="mt-4 text-muted-foreground">
|
||||
<Trans>Loading document...</Trans>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="col-span-12 rounded-xl border-2 border-border bg-background before:rounded-xl lg:col-span-6 xl:col-span-5" />
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -1,5 +1,4 @@
|
||||
import { RecipientStatusType } from '@documenso/lib/client-only/recipient-type';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
|
||||
|
||||
const ZIndexes: { [key: string]: string } = {
|
||||
@@ -15,10 +14,9 @@ export type StackAvatarProps = {
|
||||
zIndex?: string;
|
||||
fallbackText?: string;
|
||||
type: RecipientStatusType;
|
||||
className?: string;
|
||||
};
|
||||
|
||||
export const StackAvatar = ({ first, zIndex, fallbackText = '', type, className }: StackAvatarProps) => {
|
||||
export const StackAvatar = ({ first, zIndex, fallbackText = '', type }: StackAvatarProps) => {
|
||||
let classes = '';
|
||||
let zIndexClass = '';
|
||||
const firstClass = first ? '' : '-ml-3';
|
||||
@@ -48,14 +46,7 @@ export const StackAvatar = ({ first, zIndex, fallbackText = '', type, className
|
||||
}
|
||||
|
||||
return (
|
||||
<Avatar
|
||||
className={cn(
|
||||
zIndexClass,
|
||||
firstClass,
|
||||
'h-10 w-10 border-2 border-white border-solid dark:border-border',
|
||||
className,
|
||||
)}
|
||||
>
|
||||
<Avatar className={` ${zIndexClass} ${firstClass} h-10 w-10 border-2 border-white border-solid dark:border-border`}>
|
||||
<AvatarFallback className={classes}>{fallbackText}</AvatarFallback>
|
||||
</Avatar>
|
||||
);
|
||||
|
||||
@@ -1,33 +1,16 @@
|
||||
import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
|
||||
import {
|
||||
getExtraRecipientsType,
|
||||
getRecipientType,
|
||||
RecipientStatusType,
|
||||
} from '@documenso/lib/client-only/recipient-type';
|
||||
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
|
||||
import { getRecipientType, RecipientStatusType } from '@documenso/lib/client-only/recipient-type';
|
||||
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
|
||||
import type { TRecipientLite } from '@documenso/lib/types/recipient';
|
||||
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { PopoverHover } from '@documenso/ui/primitives/popover';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import type { MessageDescriptor } from '@lingui/core';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { DocumentStatus } from '@prisma/client';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
import {
|
||||
CheckIcon,
|
||||
CircleCheckIcon,
|
||||
CircleDashedIcon,
|
||||
CircleXIcon,
|
||||
ClockIcon,
|
||||
CopyIcon,
|
||||
MailOpenIcon,
|
||||
} from 'lucide-react';
|
||||
import { useEffect, useMemo, useRef, useState } from 'react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import type { DocumentStatus } from '@prisma/client';
|
||||
import { useMemo } from 'react';
|
||||
|
||||
import { AvatarWithRecipient } from './avatar-with-recipient';
|
||||
import { StackAvatar } from './stack-avatar';
|
||||
import { StackAvatars } from './stack-avatars';
|
||||
|
||||
export type StackAvatarsWithTooltipProps = {
|
||||
documentStatus: DocumentStatus;
|
||||
@@ -44,238 +27,125 @@ export const StackAvatarsWithTooltip = ({
|
||||
}: StackAvatarsWithTooltipProps) => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
const sections = useMemo(() => {
|
||||
const groups = groupRecipientsByStatus(recipients);
|
||||
const waitingRecipients = recipients.filter(
|
||||
(recipient) => getRecipientType(recipient) === RecipientStatusType.WAITING,
|
||||
);
|
||||
|
||||
return RECIPIENT_STATUS_SECTIONS.map((section) => ({
|
||||
...section,
|
||||
recipients: groups[section.type],
|
||||
})).filter((section) => section.recipients.length > 0);
|
||||
const openedRecipients = recipients.filter((recipient) => getRecipientType(recipient) === RecipientStatusType.OPENED);
|
||||
|
||||
const completedRecipients = recipients.filter(
|
||||
(recipient) => getRecipientType(recipient) === RecipientStatusType.COMPLETED,
|
||||
);
|
||||
|
||||
const uncompletedRecipients = recipients.filter(
|
||||
(recipient) => getRecipientType(recipient) === RecipientStatusType.UNSIGNED,
|
||||
);
|
||||
|
||||
const rejectedRecipients = recipients.filter(
|
||||
(recipient) => getRecipientType(recipient) === RecipientStatusType.REJECTED,
|
||||
);
|
||||
|
||||
const sortedRecipients = useMemo(() => {
|
||||
const otherRecipients = recipients.filter(
|
||||
(recipient) => getRecipientType(recipient) !== RecipientStatusType.REJECTED,
|
||||
);
|
||||
|
||||
return [
|
||||
...rejectedRecipients.sort((a, b) => a.id - b.id),
|
||||
...otherRecipients.sort((a, b) => {
|
||||
return a.id - b.id;
|
||||
}),
|
||||
];
|
||||
}, [recipients]);
|
||||
|
||||
const canCopySigningLink = documentStatus === DocumentStatus.PENDING;
|
||||
|
||||
return (
|
||||
<PopoverHover
|
||||
trigger={children || <RecipientAvatarStack recipients={recipients} />}
|
||||
trigger={children || <StackAvatars recipients={sortedRecipients} />}
|
||||
contentProps={{
|
||||
className:
|
||||
'max-h-[var(--radix-popover-content-available-height)] w-72 divide-y divide-border/50 overflow-y-auto p-0 text-sm',
|
||||
className: 'flex flex-col gap-y-5 py-2',
|
||||
side: position,
|
||||
// Keep clear of the sticky app header (h-16, z-[60]) which paints above popovers.
|
||||
collisionPadding: { top: 72, bottom: 8, left: 8, right: 8 },
|
||||
// Opened via hover, so don't steal focus from wherever the user was.
|
||||
onOpenAutoFocus: (event) => event.preventDefault(),
|
||||
}}
|
||||
>
|
||||
{sections.map((section) => (
|
||||
<div key={section.type} className="px-3 py-2">
|
||||
<div className={cn('flex items-center gap-1.5 font-medium text-xs', section.className)}>
|
||||
<section.icon className="h-3.5 w-3.5 shrink-0" strokeWidth={2} />
|
||||
<span>{_(section.label)}</span>
|
||||
<span>{section.recipients.length}</span>
|
||||
</div>
|
||||
|
||||
<div className="mt-1">
|
||||
{section.recipients.map((recipient) => (
|
||||
<RecipientRow
|
||||
{completedRecipients.length > 0 && (
|
||||
<div>
|
||||
<h1 className="font-medium text-base">
|
||||
<Trans>Completed</Trans>
|
||||
</h1>
|
||||
{completedRecipients.map((recipient) => (
|
||||
<div key={recipient.id} className="my-1 flex items-center gap-2">
|
||||
<StackAvatar
|
||||
first={true}
|
||||
key={recipient.id}
|
||||
recipient={recipient}
|
||||
signingToken={canCopySigningLink && section.hasSigningLink ? recipient.token : null}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
<div>
|
||||
<p className="text-muted-foreground text-sm">{recipient.email || recipient.name}</p>
|
||||
<p className="text-muted-foreground/70 text-xs">
|
||||
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
))}
|
||||
)}
|
||||
|
||||
{rejectedRecipients.length > 0 && (
|
||||
<div>
|
||||
<h1 className="font-medium text-base">
|
||||
<Trans>Rejected</Trans>
|
||||
</h1>
|
||||
{rejectedRecipients.map((recipient) => (
|
||||
<div key={recipient.id} className="my-1 flex items-center gap-2">
|
||||
<StackAvatar
|
||||
first={true}
|
||||
key={recipient.id}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
/>
|
||||
<div>
|
||||
<p className="text-muted-foreground text-sm">{recipient.email || recipient.name}</p>
|
||||
<p className="text-muted-foreground/70 text-xs">
|
||||
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{waitingRecipients.length > 0 && (
|
||||
<div>
|
||||
<h1 className="font-medium text-base">
|
||||
<Trans>Waiting</Trans>
|
||||
</h1>
|
||||
{waitingRecipients.map((recipient) => (
|
||||
<AvatarWithRecipient key={recipient.id} recipient={recipient} documentStatus={documentStatus} />
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{openedRecipients.length > 0 && (
|
||||
<div>
|
||||
<h1 className="font-medium text-base">
|
||||
<Trans>Opened</Trans>
|
||||
</h1>
|
||||
{openedRecipients.map((recipient) => (
|
||||
<AvatarWithRecipient key={recipient.id} recipient={recipient} documentStatus={documentStatus} />
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{uncompletedRecipients.length > 0 && (
|
||||
<div>
|
||||
<h1 className="font-medium text-base">
|
||||
<Trans>Uncompleted</Trans>
|
||||
</h1>
|
||||
{uncompletedRecipients.map((recipient) => (
|
||||
<AvatarWithRecipient key={recipient.id} recipient={recipient} documentStatus={documentStatus} />
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</PopoverHover>
|
||||
);
|
||||
};
|
||||
|
||||
type RecipientRowProps = {
|
||||
recipient: TRecipientLite;
|
||||
signingToken: string | null;
|
||||
};
|
||||
|
||||
const RecipientRow = ({ recipient, signingToken }: RecipientRowProps) => {
|
||||
const { _ } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
const [, copy] = useCopyToClipboard();
|
||||
|
||||
const [isCopied, setIsCopied] = useState(false);
|
||||
const copiedTimeoutRef = useRef<ReturnType<typeof setTimeout> | null>(null);
|
||||
|
||||
useEffect(() => () => clearTimeout(copiedTimeoutRef.current ?? undefined), []);
|
||||
|
||||
const onCopySigningLink = () => {
|
||||
if (!signingToken) {
|
||||
return;
|
||||
}
|
||||
|
||||
void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${signingToken}`).then(() => {
|
||||
setIsCopied(true);
|
||||
|
||||
clearTimeout(copiedTimeoutRef.current ?? undefined);
|
||||
copiedTimeoutRef.current = setTimeout(() => setIsCopied(false), COPIED_INDICATOR_DURATION_MS);
|
||||
|
||||
toast({
|
||||
title: _(msg`Copied to clipboard`),
|
||||
description: _(msg`The signing link has been copied to your clipboard.`),
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
const content = (
|
||||
<>
|
||||
<StackAvatar
|
||||
first={true}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
className="h-6 w-6 shrink-0 border-0 text-[10px]"
|
||||
/>
|
||||
|
||||
<div className="min-w-0 flex-1 text-xs leading-snug">
|
||||
<p className="truncate text-foreground">{recipient.email || recipient.name}</p>
|
||||
<p className="truncate text-muted-foreground">{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
|
||||
</div>
|
||||
</>
|
||||
);
|
||||
|
||||
if (!signingToken) {
|
||||
return <div className={recipientRowClassName}>{content}</div>;
|
||||
}
|
||||
|
||||
return (
|
||||
<button
|
||||
type="button"
|
||||
className={cn(
|
||||
recipientRowClassName,
|
||||
'group w-[calc(100%+1rem)] cursor-pointer text-left transition-colors duration-300 hover:bg-muted',
|
||||
)}
|
||||
title={_(msg`Click to copy signing link for sending to recipient`)}
|
||||
onClick={onCopySigningLink}
|
||||
>
|
||||
{content}
|
||||
|
||||
{isCopied ? (
|
||||
<CheckIcon className="h-3 w-3 shrink-0 text-green-600 dark:text-green-400" />
|
||||
) : (
|
||||
<CopyIcon className="h-3 w-3 shrink-0 text-muted-foreground opacity-0 transition-opacity duration-300 group-hover:opacity-100" />
|
||||
)}
|
||||
</button>
|
||||
);
|
||||
};
|
||||
|
||||
const RecipientAvatarStack = ({ recipients }: { recipients: TRecipientLite[] }) => {
|
||||
const sortedRecipients = useMemo(() => {
|
||||
const byId = (a: TRecipientLite, b: TRecipientLite) => a.id - b.id;
|
||||
|
||||
const rejected = recipients.filter((r) => getRecipientType(r) === RecipientStatusType.REJECTED);
|
||||
const others = recipients.filter((r) => getRecipientType(r) !== RecipientStatusType.REJECTED);
|
||||
|
||||
return [...rejected.sort(byId), ...others.sort(byId)];
|
||||
}, [recipients]);
|
||||
|
||||
const visibleRecipients = sortedRecipients.slice(0, MAX_VISIBLE_AVATARS);
|
||||
const hiddenRecipients = sortedRecipients.slice(MAX_VISIBLE_AVATARS);
|
||||
|
||||
return (
|
||||
<>
|
||||
{visibleRecipients.map((recipient, index) => {
|
||||
const isOverflowSlot = index === MAX_VISIBLE_AVATARS - 1 && hiddenRecipients.length > 0;
|
||||
const zIndex = String(50 - index * 10);
|
||||
|
||||
if (isOverflowSlot) {
|
||||
return (
|
||||
<StackAvatar
|
||||
key="extra-recipients"
|
||||
first={index === 0}
|
||||
zIndex={zIndex}
|
||||
type={getExtraRecipientsType(sortedRecipients.slice(index))}
|
||||
fallbackText={`+${hiddenRecipients.length + 1}`}
|
||||
/>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<StackAvatar
|
||||
key={recipient.id}
|
||||
first={index === 0}
|
||||
zIndex={zIndex}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
</>
|
||||
);
|
||||
};
|
||||
|
||||
const groupRecipientsByStatus = (recipients: TRecipientLite[]) => {
|
||||
const groups: Record<RecipientStatusType, TRecipientLite[]> = {
|
||||
[RecipientStatusType.COMPLETED]: [],
|
||||
[RecipientStatusType.REJECTED]: [],
|
||||
[RecipientStatusType.WAITING]: [],
|
||||
[RecipientStatusType.OPENED]: [],
|
||||
[RecipientStatusType.UNSIGNED]: [],
|
||||
};
|
||||
|
||||
for (const recipient of recipients) {
|
||||
groups[getRecipientType(recipient)].push(recipient);
|
||||
}
|
||||
|
||||
return groups;
|
||||
};
|
||||
|
||||
const MAX_VISIBLE_AVATARS = 5;
|
||||
|
||||
const COPIED_INDICATOR_DURATION_MS = 2000;
|
||||
|
||||
const recipientRowClassName = '-mx-2 flex items-center gap-2 rounded-md px-2 py-1';
|
||||
|
||||
type RecipientStatusSection = {
|
||||
type: RecipientStatusType;
|
||||
label: MessageDescriptor;
|
||||
icon: LucideIcon;
|
||||
className: string;
|
||||
/** Whether recipients in this section still need to sign, so a signing link can be copied. */
|
||||
hasSigningLink: boolean;
|
||||
};
|
||||
|
||||
const RECIPIENT_STATUS_SECTIONS: RecipientStatusSection[] = [
|
||||
{
|
||||
type: RecipientStatusType.COMPLETED,
|
||||
label: msg`Completed`,
|
||||
icon: CircleCheckIcon,
|
||||
className: 'text-green-600 dark:text-green-400',
|
||||
hasSigningLink: false,
|
||||
},
|
||||
{
|
||||
type: RecipientStatusType.REJECTED,
|
||||
label: msg`Rejected`,
|
||||
icon: CircleXIcon,
|
||||
className: 'text-red-600 dark:text-red-400',
|
||||
hasSigningLink: false,
|
||||
},
|
||||
{
|
||||
type: RecipientStatusType.WAITING,
|
||||
label: msg`Waiting`,
|
||||
icon: ClockIcon,
|
||||
className: 'text-blue-600 dark:text-blue-400',
|
||||
hasSigningLink: true,
|
||||
},
|
||||
{
|
||||
type: RecipientStatusType.OPENED,
|
||||
label: msg`Opened`,
|
||||
icon: MailOpenIcon,
|
||||
className: 'text-amber-600 dark:text-amber-400',
|
||||
hasSigningLink: true,
|
||||
},
|
||||
{
|
||||
type: RecipientStatusType.UNSIGNED,
|
||||
label: msg`Uncompleted`,
|
||||
icon: CircleDashedIcon,
|
||||
className: 'text-muted-foreground',
|
||||
hasSigningLink: true,
|
||||
},
|
||||
];
|
||||
|
||||
@@ -0,0 +1,41 @@
|
||||
import { getExtraRecipientsType, getRecipientType } from '@documenso/lib/client-only/recipient-type';
|
||||
import type { TRecipientLite } from '@documenso/lib/types/recipient';
|
||||
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
|
||||
|
||||
import { StackAvatar } from './stack-avatar';
|
||||
|
||||
export function StackAvatars({ recipients }: { recipients: TRecipientLite[] }) {
|
||||
const renderStackAvatars = (recipients: TRecipientLite[]) => {
|
||||
const zIndex = 50;
|
||||
const itemsToRender = recipients.slice(0, 5);
|
||||
const remainingItems = recipients.length - itemsToRender.length;
|
||||
|
||||
return itemsToRender.map((recipient, index: number) => {
|
||||
const first = index === 0;
|
||||
|
||||
if (index === 4 && remainingItems > 0) {
|
||||
return (
|
||||
<StackAvatar
|
||||
key="extra-recipient"
|
||||
first={first}
|
||||
zIndex={String(zIndex - index * 10)}
|
||||
type={getExtraRecipientsType(recipients.slice(4))}
|
||||
fallbackText={`+${remainingItems + 1}`}
|
||||
/>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<StackAvatar
|
||||
key={recipient.id}
|
||||
first={first}
|
||||
zIndex={String(zIndex - index * 10)}
|
||||
type={getRecipientType(recipient)}
|
||||
fallbackText={recipientAbbreviation(recipient)}
|
||||
/>
|
||||
);
|
||||
});
|
||||
};
|
||||
|
||||
return <>{renderStackAvatars(recipients)}</>;
|
||||
}
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user