Compare commits

...

86 Commits

Author SHA1 Message Date
Lucas Smith eeeee2fa0e v2.3.1 2025-12-18 12:02:04 +11:00
Lucas Smith c50a31a503 fix: use cpu for field rendering (#2337) 2025-12-18 10:48:46 +11:00
Lucas Smith 7360709795 fix: use gemimi 3 flash preview (#2336) 2025-12-18 10:48:16 +11:00
Lucas Smith df678d7d69 v2.3.0 2025-12-17 22:10:47 +11:00
Lucas Smith 6739242554 fix: use cpu for skia-canvas rendering (#2334)
Seems there's a memory leak in gpu rendering with skia canvas
where contexts can live for much longer than expected escaping gc
cleanup

CPU rendering seems better albeit a bit slower.

Synthetic tests were ran with `--expose-gc` to simulate load over time.
2025-12-17 14:48:21 +11:00
Konrad a5e5eecf8b fix: mark links for translation (#2333) 2025-12-17 12:02:12 +11:00
Lucas Smith b0248c20eb v2.2.8 2025-12-16 16:04:07 +11:00
Lucas Smith f129968968 fix: ensure PDF form appearance streams have required /Subtype /Form entry (#2328)
When flattening PDF forms, some appearance streams lack the required
/Subtype /Form dictionary entry needed when used as XObjects. This
causes
corruption in Adobe Reader which fails to render these flattened fields.

Per PDF spec, Form XObject streams require:
- /Subtype /Form (required)
- /FormType 1 (optional)

The normalizeAppearanceStream function ensures these entries exist
before
adding appearance streams as XObjects to the page content stream.

Fixes rendering issues where flattened fields don't display in PDF
viewers.
2025-12-16 16:00:11 +11:00
Lucas Smith c5c87e3fd1 v2.2.7 2025-12-16 12:38:53 +11:00
Lucas Smith 24a74c7b57 chore: add translations (#2321)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-12-16 12:06:58 +11:00
Lucas Smith f0a5a7e816 feat: prefill typed signature with user's full name (#2324)
Add fullName prop to signature pad components to automatically populate
typed signature
field with signer's name. Updates signature dialog, type component, and
all signing forms
across embed, document, template, and envelope flows to pass through the
user's full
name for better user experience.
2025-12-16 12:06:04 +11:00
Catalin Pit 8462cd13fd fix: assignment operator for directRecipientName (#2323) 2025-12-16 12:04:19 +11:00
Lucas Smith 576846de32 fix: fallback for certficate sent date when using link distribution (#2316) 2025-12-16 11:40:16 +11:00
Lucas Smith 06071ea035 fix: memory leak in PDF to images conversion (#2325)
Add proper cleanup for PDF.js pages and loading task to prevent memory
leaks when
processing multiple PDF pages. Ensure page cleanup is called after each
page is
rendered and both PDF document and loading task are properly destroyed
with error
handling.
2025-12-16 11:34:30 +11:00
dzhou777 b45a2691ba fix: Unhide text field scrollbar (#2277) 2025-12-15 15:52:39 +11:00
Ted Liang f31cc575d0 fix: white-label for next-button, progress-bar, and steps (#2319) 2025-12-15 15:51:11 +11:00
github-actions[bot] 05d7015ef0 chore: extract translations (#2320) 2025-12-15 13:06:08 +11:00
Chenyang Gao 2ca5d6cfaa fix: local job retry loop for webhook calls (#2295) 2025-12-15 13:04:35 +11:00
Ryan Wagoner 04814ca14e fix: on error job should resubmit with isRetry (#2072) 2025-12-15 13:03:04 +11:00
Ryan Wagoner dd1dccdb6a fix: organisation invite member should be case insensitive (#2068) 2025-12-15 12:50:27 +11:00
Valentin Cocaud df4316ac5c fix: log unknown errors in the auth error handler (#2014) 2025-12-15 12:44:03 +11:00
Catalin Pit 02f1264eea feat: unlink documents from deleted organization (#2006) 2025-12-15 12:17:13 +11:00
github-actions[bot] 928edb8645 chore: extract translations (#2302) 2025-12-15 12:11:55 +11:00
Konrad 54b0e4964e chore(i18n): improve punctuation (#2307) 2025-12-15 12:00:51 +11:00
Konrad 68e6ccdd19 fix(i18n): mark sr-only strings for translation (#2309) 2025-12-15 11:51:02 +11:00
Konrad 09ab7e9a09 fix(i18n): mark "(Optional)" strings for translation (#2310) 2025-12-15 11:50:06 +11:00
Konrad 3bb0777914 fix(i18n): mark field content for translation (#2306) 2025-12-15 11:49:23 +11:00
Catalin Pit 4d6389e901 fix(api): replace generic errors with AppError in getApiTokenByToken (#2315) 2025-12-15 11:47:38 +11:00
Vincent Vu 51e3d5030d fix(security): CVE-2025-55184, CVE-2025-55183 (#2314) 2025-12-12 16:50:00 +11:00
David Nguyen 0cebdec637 fix: remove legacy envelope uploads (#2303) 2025-12-11 14:09:38 +11:00
Lucas Smith 43486d8448 v2.2.6 2025-12-09 21:11:01 +11:00
Lucas Smith 4d3d1b8d14 fix: make ai features more discoverable (#2305)
Previously you had to have explicit knowledge of the
feature and enable it in order to use AI assisted field
detection.

This surfaces it by having a secondary dialog prompting
for enablement.

Also includes a fix for CC recipients not getting marked
as signed in weird edge cases.
2025-12-09 15:30:48 +11:00
David Nguyen 0387f3c20a chore: add missing dropdown image (#2304)
## Description

Add missing dropdown image in the docs.
2025-12-09 12:37:45 +11:00
Ted Liang c5032d0c43 refactor: extract image-helpers (#2261) 2025-12-09 09:19:49 +11:00
Konrad 3bd34964cd fix(i18n): add pluralization to ai features (#2301) 2025-12-09 09:18:38 +11:00
Dailson Allves fe93b11a2c chore: update existing pt-BR translations after commit #2289 (#2300) 2025-12-09 09:17:22 +11:00
github-actions[bot] 7638faf27b chore: extract translations (#2289)
Automated translation extraction

Co-authored-by: github-actions <github-actions@documenso.com>
2025-12-08 19:20:21 +11:00
Ephraim Duncan 8fca029d96 fix: invalidate sessions on password reset and update (#2076) 2025-12-08 19:17:23 +11:00
Lucas Smith bac2bf11f4 v2.2.5 2025-12-08 14:33:00 +11:00
Lucas Smith d93b2a70a7 fix: upgrade react-email/render (#2297)
Upgrade the `@react-email/render` package to handle
suspense during renders.

We could have just swapped to `renderAsync` for the 0.0.x
version of the package but it's better to upgrade as part
of this change.

CI has been run locally and emails have been verified to
work and render as expected in our local mail trap.
2025-12-08 13:08:34 +11:00
Lucas Smith 5da915da38 fix: update server only urls to use private internal web app url (#2290)
Replaced instances of NEXT_PUBLIC_WEBAPP_URL with
NEXT_PRIVATE_INTERNAL_WEBAPP_URL
2025-12-08 12:56:41 +11:00
Ted Liang dcaecf1fc5 feat: resource restriction in presign token (#2150) 2025-12-08 12:55:54 +11:00
Ephraim Duncan f70b76d8b8 feat: add envelope audit logs endpoint (#2232) 2025-12-08 12:34:03 +11:00
David Nguyen 93137c6396 fix: translation extraction job (#2288)
## Description

Workaround until we can commit directly to main for translation
extractions

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-12-06 16:19:35 +11:00
Catalin Pit d058b7c705 feat: include CC role in removed recipient email check (#2285) 2025-12-06 14:20:25 +11:00
David Nguyen b51f562224 feat: add empty emails for envelopes (#2267) 2025-12-06 13:38:10 +11:00
David Nguyen f80aa4bf72 chore: optimize tests (#2280) 2025-12-06 12:59:53 +11:00
Lucas Smith 9238f759a6 v2.2.4 2025-12-05 12:23:23 +11:00
Lucas Smith 74ad6af47d chore: add docs for ai features (#2284)
Adds documentation for the recently added AI features

Includes details for how users can enable AI features for their team or
organisation

Also includes details for how self-hosters can setup their instance to
allow for AI features
2025-12-05 11:47:53 +11:00
Lucas Smith 18902ed59d fix: export loader for personal document preferences (#2283) 2025-12-05 11:22:29 +11:00
Lucas Smith 3f70082146 v2.2.3 2025-12-05 09:53:40 +11:00
Lucas Smith 31ba6d5f00 fix: polyfill promise.withResolvers (#2282)
Co-authored-by: Catalin Pit <catalinpit@gmail.com>
2025-12-04 23:33:31 +11:00
Lucas Smith c4f89a87a2 fix: use skia-canvas with pdfjs to avoid N-API errors (#2281)
Use custom CanvasFactory for pdfjs so we can continue to use
skia-canvas.
2025-12-04 23:26:08 +11:00
Ted Liang 89d6dd5b0e fix: embed authoring permission issue (#2279) 2025-12-04 15:02:50 +11:00
Lucas Smith 08a9ab3aaf v2.2.2 2025-12-04 14:50:09 +11:00
Lucas Smith e66bd422e3 chore: upgrade dependencies (#2278) 2025-12-04 14:31:30 +11:00
Lucas Smith 0f5814ff89 chore: add translations (#2259) 2025-12-04 14:01:35 +11:00
Konrad 1275a15571 fix(i18n): mark missing toast messages for translation (#2274) 2025-12-04 14:00:25 +11:00
Lucas Smith 22d99c7410 v2.2.1 2025-12-04 11:39:19 +11:00
Lucas Smith 26a36487d4 fix: pass canvas context to napi-rs/canvas (#2276) 2025-12-04 11:19:44 +11:00
Lucas Smith 2ee6b90c99 fix: add debug logging for ai streaming (#2275) 2025-12-04 10:03:29 +11:00
Lucas Smith f70e6ac50a v2.2.0 2025-12-04 00:31:11 +11:00
Lucas Smith 7a94ee3b83 feat: add ai detection for recipients and fields (#2271)
Use Gemini to handle detection of recipients and fields within
documents.

Opt in using organisation or team settings.

Replaces #2128 since the branch was cursed and would include
dependencies that weren't even in the lock file.



https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec
2025-12-03 23:39:41 +11:00
Filbert Wijaya e39924714a fix: invalid email display bug when recipient suggestions on select (#2198) 2025-12-03 12:10:38 +11:00
Konrad c9604fee64 chore(i18n): change recipient invitation messages (#2172) 2025-12-03 11:55:53 +11:00
Konrad 90f8340af4 fix(i18n): add pluralization to envelope items (#2183) 2025-12-03 11:30:43 +11:00
Eesh Midha 28b8d2d415 fix: disable browser autocomplete in typed signature input (#2269) 2025-12-03 11:22:35 +11:00
Timur Ercan 978a2047d4 chore: update readme 2025-12-03 11:20:15 +11:00
Catalin Pit 0dfa953f54 feat: add external ID to use template (#2264) 2025-12-02 18:53:42 +11:00
David Nguyen 4774324e07 fix: prevent client side distribution when missing signatures (#2260) 2025-12-02 11:29:48 +11:00
David Nguyen bc19699a58 feat: add dutch language (#2255) 2025-12-02 11:28:04 +11:00
Harishraju04 55480826de docs: add missing translate:compile step to setup guid 2025-12-01 12:05:51 +11:00
Konrad 327b0eaf86 fix(i18n): add pluralization to pagination (#2217) 2025-12-01 11:38:57 +11:00
Konrad 2de5c1992f chore(i18n): add message context to subscription status (#2220) 2025-12-01 11:34:43 +11:00
Konrad df0c03816e chore(i18n): add message context for "Free" and "Paid" (#2222) 2025-12-01 11:30:07 +11:00
Konrad a610a06372 fix(i18n): mark table headers for translation (#2174) 2025-12-01 11:20:18 +11:00
Konrad d5e085d7ee fix(i18n): mark document visibility strings for translation (#2263) 2025-12-01 11:02:55 +11:00
Timur Ercan c322356654 chore: remove cummulative mau (#2250) 2025-11-28 18:07:30 +11:00
Lucas Smith b16862b480 chore: update embed authoring docs (#2254) 2025-11-27 23:29:06 +11:00
Lucas Smith 7065b0dd88 chore: add translations (#2253)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2025-11-27 21:36:48 +11:00
Lucas Smith dff9cfec05 chore: add translations (#2228) 2025-11-27 16:40:18 +11:00
David Nguyen d84cf0e58d chore: extract translations (#2252) 2025-11-27 16:04:22 +11:00
Ephraim Duncan 5d8b147199 fix: delay field tooltip scroll on envelope item switch (#2246) 2025-11-27 13:37:33 +11:00
Filbert Wijaya 7d28295d42 build: remove unsupported auto-install-peers from .npmrc (#2199) 2025-11-27 13:35:23 +11:00
Ephraim Duncan 94646cd48a perf: add database indexes for insights queries (#2211) 2025-11-26 21:21:01 +11:00
Ephraim Duncan 14db9b8203 feat: add navigation links between admin org pages (#2243) 2025-11-26 15:15:29 +11:00
276 changed files with 34452 additions and 21426 deletions
+10 -1
View File
@@ -147,6 +147,15 @@ NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
# We only collect: app version, installation ID, and node ID. No personal data is collected.
DOCUMENSO_DISABLE_TELEMETRY=
# [[AI]]
# OPTIONAL: Google Cloud Project ID for Vertex AI.
GOOGLE_VERTEX_PROJECT_ID=""
# OPTIONAL: Google Cloud region for Vertex AI. Defaults to "global".
GOOGLE_VERTEX_LOCATION="global"
# OPTIONAL: API key for Google Vertex AI (Gemini). Get your key from:
# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
GOOGLE_VERTEX_API_KEY=""
# [[E2E Tests]]
E2E_TEST_AUTHENTICATE_USERNAME="Test User"
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
@@ -157,4 +166,4 @@ E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
NEXT_PRIVATE_LOGGER_FILE_PATH=
# [[PLAIN SUPPORT]]
NEXT_PRIVATE_PLAIN_API_KEY=
NEXT_PRIVATE_PLAIN_API_KEY=
+8 -6
View File
@@ -1,14 +1,19 @@
name: Playwright Tests
on:
push:
branches: ['main', 'feat/rr7']
branches: ['main']
pull_request:
branches: ['main']
concurrency:
group: ci-${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: true
jobs:
e2e_tests:
name: 'E2E Tests'
timeout-minutes: 60
runs-on: warp-ubuntu-2204-x64-16x
runs-on: warp-ubuntu-2204-x64-8x
steps:
- uses: actions/checkout@v4
@@ -28,9 +33,6 @@ jobs:
- name: Seed the database
run: npm run prisma:seed
- name: Build app
run: npm run build
- name: Install playwright browsers
run: npx playwright install --with-deps
@@ -45,7 +47,7 @@ jobs:
with:
name: test-results
path: 'packages/app-tests/**/test-results/*'
retention-days: 30
retention-days: 7
env:
TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
TURBO_TEAM: ${{ vars.TURBO_TEAM }}
+45 -2
View File
@@ -17,6 +17,7 @@ jobs:
environment: Translations
permissions:
contents: write
pull-requests: write
steps:
- name: Checkout
uses: actions/checkout@v4
@@ -26,12 +27,54 @@ jobs:
- name: Extract translations
run: npm run translate:extract
- name: Check and commit any files created
- name: Commit changes and push to reserved branch
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
run: |
set -euo pipefail
BRANCH="chore/extract-translations"
git config --global user.name 'github-actions'
git config --global user.email 'github-actions@documenso.com'
git fetch origin
# Create branch locally (always reset to main)
git checkout -B "$BRANCH" origin/main
# Stage translation output
git add packages/lib/translations
git diff --staged --quiet --exit-code || (git commit -m "chore: extract translations" && git push)
# If no changes, exit early
if git diff --staged --quiet; then
echo "No translation changes found."
exit 0
fi
# Commit fresh snapshot
git commit -m "chore: extract translations"
# Force push reserved branch
git push origin "$BRANCH" --force
# Does a PR already exist?
EXISTING_PR=$(gh pr list \
--state open \
--head "$BRANCH" \
--json number \
--jq '.[0].number // empty')
if [ -z "$EXISTING_PR" ]; then
echo "No existing PR — creating new one."
gh pr create \
--title "chore: extract translations" \
--body "Automated translation extraction" \
--base main \
--head "$BRANCH"
else
echo "PR #$EXISTING_PR already exists — not creating a new one."
fi
- name: Compile translations
id: compile_translations
+3
View File
@@ -60,3 +60,6 @@ CLAUDE.md
# agents
.specs
# scripts
scripts/output*
-1
View File
@@ -1,3 +1,2 @@
auto-install-peers = true
legacy-peer-deps = true
prefer-dedupe = true
+4 -5
View File
@@ -1,6 +1,3 @@
> 🚨 🚨 🚨
> Documenso 2.0.0 is live on Product Hunt 🎉 <a href="https://documen.so/launch" target="_blank" rel="noopener noreferrer" style="text-decoration: underline;">Join us to celebrate the best Documenso yet 🪩</a>
<img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
<p align="center" style="margin-top: 20px">
@@ -174,9 +171,11 @@ git clone https://github.com/<your-username>/documenso
5. Create the database schema by running `npm run prisma:migrate-dev`
6. Run `npm run dev` in the root directory to start
6. Run `npm run translate:compile` in the root directory to compile lingui
7. Register a new user at http://localhost:3000/signup
7. Run `npm run dev` in the root directory to start
8. Register a new user at http://localhost:3000/signup
---
+2 -2
View File
@@ -15,7 +15,7 @@
"@documenso/tailwind-config": "*",
"@documenso/trpc": "*",
"@documenso/ui": "*",
"next": "^15",
"next": "15.5.9",
"next-plausible": "^3.12.5",
"nextra": "^3",
"nextra-theme-docs": "^3",
@@ -29,4 +29,4 @@
"pagefind": "^1.2.0",
"typescript": "5.6.2"
}
}
}
@@ -5,18 +5,38 @@ description: Learn how to use embedded authoring to create documents and templat
# Embedded Authoring
In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation and editing directly within your application.
## How Embedded Authoring Works
The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
The embedded authoring feature enables your users to create and edit documents and templates without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
## Creating Documents with Embedded Authoring
## Available Components
To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
The SDK provides four authoring components:
- **`EmbedCreateDocumentV1`** - Create new documents
- **`EmbedCreateTemplateV1`** - Create new templates
- **`EmbedUpdateDocumentV1`** - Edit existing documents
- **`EmbedUpdateTemplateV1`** - Edit existing templates
React Example:
```jsx
import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
import {
EmbedCreateDocumentV1,
EmbedCreateTemplateV1,
EmbedUpdateDocumentV1,
EmbedUpdateTemplateV1,
} from '@documenso/embed-react';
```
## Creating Documents
To implement document creation in your application, use the `EmbedCreateDocumentV1` component:
```jsx
import { EmbedCreateDocumentV1 } from '@documenso/embed-react';
const DocumentCreator = () => {
// You'll need to obtain a presign token using your API key
@@ -37,9 +57,88 @@ const DocumentCreator = () => {
};
```
## Creating Templates
To create templates, use the `EmbedCreateTemplateV1` component:
```jsx
import { EmbedCreateTemplateV1 } from '@documenso/embed-react';
const TemplateCreator = () => {
const presignToken = 'YOUR_PRESIGN_TOKEN';
return (
<div style={{ height: '800px', width: '100%' }}>
<EmbedCreateTemplate
presignToken={presignToken}
externalId="template-12345"
onTemplateCreated={(data) => {
console.log('Template created with ID:', data.templateId);
console.log('External reference ID:', data.externalId);
}}
/>
</div>
);
};
```
## Updating Documents
To edit existing documents, use the `EmbedUpdateDocumentV1` component:
```jsx
import { EmbedUpdateDocumentV1 } from '@documenso/embed-react';
const DocumentEditor = () => {
const presignToken = 'YOUR_PRESIGN_TOKEN';
const documentId = 123; // The ID of the document to edit
return (
<div style={{ height: '800px', width: '100%' }}>
<EmbedUpdateDocument
presignToken={presignToken}
documentId={documentId}
externalId="order-12345"
onlyEditFields={false}
onDocumentUpdated={(data) => {
console.log('Document updated:', data.documentId);
}}
/>
</div>
);
};
```
## Updating Templates
To edit existing templates, use the `EmbedUpdateTemplateV1` component:
```jsx
import { EmbedUpdateTemplateV1 } from '@documenso/embed-react';
const TemplateEditor = () => {
const presignToken = 'YOUR_PRESIGN_TOKEN';
const templateId = 456; // The ID of the template to edit
return (
<div style={{ height: '800px', width: '100%' }}>
<EmbedUpdateTemplate
presignToken={presignToken}
templateId={templateId}
externalId="template-12345"
onlyEditFields={false}
onTemplateUpdated={(data) => {
console.log('Template updated:', data.templateId);
}}
/>
</div>
);
};
```
## Obtaining a Presign Token
Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
Before using any of the authoring components, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
You can create a presign token by making a request to:
@@ -53,17 +152,29 @@ You can find more details on this request at our [API Documentation](https://ope
## Configuration Options
The `EmbedCreateDocument` component accepts several configuration options:
All authoring components accept the following configuration options:
| Option | Type | Description |
| ------------------ | ------- | ------------------------------------------------------------------ |
| `presignToken` | string | **Required**. The authentication token for the embedding session. |
| `externalId` | string | Optional reference ID from your system to link with the document. |
| `host` | string | Optional custom host URL. Defaults to `https://app.documenso.com`. |
| `css` | string | Optional custom CSS to style the embedded component. |
| `cssVars` | object | Optional CSS variables for colors, spacing, and more. |
| `darkModeDisabled` | boolean | Optional flag to disable dark mode. |
| `className` | string | Optional CSS class name for the iframe. |
| Option | Type | Description |
| ------------------ | ------- | -------------------------------------------------------------------------- |
| `presignToken` | string | **Required**. The authentication token for the embedding session. |
| `externalId` | string | Optional reference ID from your system to link with the document/template. |
| `host` | string | Optional custom host URL. Defaults to `https://app.documenso.com`. |
| `css` | string | Optional custom CSS to style the embedded component. |
| `cssVars` | object | Optional CSS variables for colors, spacing, and more. |
| `darkModeDisabled` | boolean | Optional flag to disable dark mode. |
| `className` | string | Optional CSS class name for the iframe. |
| `additionalProps` | object | Optional additional props to pass to the iframe (for testing features). |
| `features` | object | Optional feature toggles to customize the authoring experience. |
### Update Component Specific Props
The `EmbedUpdateDocument` and `EmbedUpdateTemplate` components also accept:
| Option | Type | Description |
| ---------------- | ------- | -------------------------------------------------------------------------------------------------------------- |
| `documentId` | number | **Required for EmbedUpdateDocument**. The ID of the document to edit. |
| `templateId` | number | **Required for EmbedUpdateTemplate**. The ID of the template to edit. |
| `onlyEditFields` | boolean | Optional flag to restrict editing to fields only skipping the recipient configuration step (default: `false`). |
## Feature Toggles
@@ -83,9 +194,11 @@ You can customize the authoring experience by enabling or disabling specific fea
/>
```
## Handling Document Creation Events
## Handling Events
The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
Each component provides callbacks for handling completion events:
### Document Events
```jsx
<EmbedCreateDocument
@@ -99,11 +212,47 @@ The `onDocumentCreated` callback is triggered when a document is successfully cr
updateOrderDocument(data.externalId, data.documentId);
}}
/>
<EmbedUpdateDocument
presignToken="YOUR_PRESIGN_TOKEN"
documentId={123}
onDocumentUpdated={(data) => {
console.log('Document updated:', data.documentId);
// Handle document update
}}
/>
```
### Template Events
```jsx
<EmbedCreateTemplate
presignToken="YOUR_PRESIGN_TOKEN"
externalId="template-12345"
onTemplateCreated={(data) => {
console.log('Template created:', data.templateId);
// Handle template creation
}}
/>
<EmbedUpdateTemplate
presignToken="YOUR_PRESIGN_TOKEN"
templateId={456}
onTemplateUpdated={(data) => {
console.log('Template updated:', data.templateId);
// Handle template update
}}
/>
```
All event callbacks receive an object with:
- `documentId` or `templateId` - The ID of the created/updated document or template
- `externalId` - Your external reference ID (if provided)
## Styling the Embedded Component
You can customize the appearance of the embedded component using standard CSS classes:
You can customize the appearance of the embedded component using standard CSS classes, custom CSS, and CSS variables:
```jsx
<EmbedCreateDocument
@@ -130,20 +279,48 @@ Here's a complete example of integrating document creation in a React applicatio
```tsx
import { useState } from 'react';
import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
import { EmbedCreateDocumentV1, EmbedUpdateDocumentV1 } from '@documenso/embed-react';
function DocumentCreator() {
function DocumentManager() {
// In a real application, you would fetch this token from your backend
// using your API key at /api/v2/embedding/create-presign-token
const presignToken = 'YOUR_PRESIGN_TOKEN';
const [documentId, setDocumentId] = useState<number | null>(null);
const [mode, setMode] = useState<'create' | 'edit'>('create');
if (documentId) {
if (documentId && mode === 'create') {
return (
<div>
<h2>Document Created Successfully!</h2>
<p>Document ID: {documentId}</p>
<button onClick={() => setDocumentId(null)}>Create Another Document</button>
<div>
<button onClick={() => setMode('edit')}>Edit Document</button>
<button
onClick={() => {
setDocumentId(null);
setMode('create');
}}
>
Create Another Document
</button>
</div>
</div>
);
}
if (mode === 'edit' && documentId) {
return (
<div style={{ height: '800px', width: '100%' }}>
<button onClick={() => setMode('create')}>Back to Create</button>
<EmbedUpdateDocument
presignToken={presignToken}
documentId={documentId}
externalId="order-12345"
onDocumentUpdated={(data) => {
console.log('Document updated:', data.documentId);
setMode('create');
}}
/>
</div>
);
}
@@ -153,6 +330,14 @@ function DocumentCreator() {
<EmbedCreateDocument
presignToken={presignToken}
externalId="order-12345"
features={{
allowConfigureSignatureTypes: true,
allowConfigureLanguage: true,
allowConfigureDateFormat: true,
allowConfigureTimezone: true,
allowConfigureRedirectUrl: true,
allowConfigureCommunication: true,
}}
onDocumentCreated={(data) => {
setDocumentId(data.documentId);
}}
@@ -161,7 +346,38 @@ function DocumentCreator() {
);
}
export default DocumentCreator;
export default DocumentManager;
```
With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.
## Advanced Usage
### Using Additional Props
You can pass additional props to the iframe for testing features before they're officially supported:
```jsx
<EmbedCreateDocument
presignToken="YOUR_PRESIGN_TOKEN"
additionalProps={{
experimentalFeature: true,
customSetting: 'value',
}}
/>
```
### Restricting To Only Field Editing
When updating documents or templates, you can restrict editing to fields only skipping the recipient configuration step:
```jsx
<EmbedUpdateDocument
presignToken="YOUR_PRESIGN_TOKEN"
documentId={123}
onlyEditFields={true}
onDocumentUpdated={(data) => {
console.log('Fields updated:', data.documentId);
}}
/>
```
With embedded authoring, your users can seamlessly create and edit documents and templates within your application, enhancing the overall user experience and streamlining document workflows.
@@ -4,4 +4,5 @@ export default {
'how-to': 'How To',
'setting-up-oauth-providers': 'Setting up OAuth Providers',
telemetry: 'Telemetry',
'ai-features': 'AI Recipient & Field Detection',
};
@@ -0,0 +1,72 @@
---
title: AI Recipient & Field Detection (Self-hosting)
description: Configure Google Vertex AI so Documenso can detect recipients and fields automatically.
---
import { Callout, Steps } from 'nextra/components';
# AI Recipient & Field Detection (Self-hosting)
This guide covers how to enable the AI recipient and field detection features when you self-host Documenso.
## What this enables
- Detect recipients from uploaded PDFs (roles, names, emails when present).
- Detect and place fields (signature, initials, name, email, date, text, number, radio, checkbox) onto draft envelopes.
- Built-in rate limits (3 requests per minute per IP) to prevent abuse.
## Prerequisites
- A Google Cloud project with the **Vertex AI API** enabled and billing active.
- A **Vertex AI Express API key** with access to Gemini models (create via the [Vertex AI Express flow](https://cloud.google.com/vertex-ai/generative-ai/docs/start/express-mode/overview) and manage keys in [API keys](https://cloud.google.com/vertex-ai/generative-ai/docs/start/api-keys)).
- Documenso version that includes the AI detection feature and the corresponding database migration.
## Configure environment variables
Add these variables to your deployment `.env` (or secret manager):
```
GOOGLE_VERTEX_PROJECT_ID="<your-gcp-project-id>"
GOOGLE_VERTEX_API_KEY="<your-vertex-api-key>"
# Optional, defaults to "global"
GOOGLE_VERTEX_LOCATION="global"
```
<Callout type="info">
Use a region close to your users if you need data residency considerations (e.g. `europe-west1`).
If you omit the location, Documenso uses `global`. Not all models are available in every region;
if a model is unavailable, switch to a supported region.
</Callout>
## Deploy with the published container
- Use the official Documenso image (DockerHub or GHCR) and supply the Vertex env vars above.
- Ensure migrations run on startup (the container runs `prisma migrate deploy` in production mode).
- Restart the container after adding or changing Vertex env vars.
## Enable the feature in Documenso
Once the service is running with the Vertex env vars:
<Steps>
### Organisation settings
Go to **Settings → Document Preferences → AI Features** and set to **Enabled**. Teams that inherit organisation defaults will pick this up.
### Team settings
If a team overrides organisation defaults, go to **Team Settings → Document Preferences → AI Features** and choose **Enabled** (or **Inherit** to follow the organisation).
### Verify in the editor
Open a draft envelope. In **Recipients**, you should see the sparkle button for AI detection. In **Fields**, you should see **Detect with AI** available.
</Steps>
## Troubleshooting
- **Too many requests**: Wait a minute or two and retry (rate limit is 3/min per IP).
- **AI options hidden**: Ensure the env vars are set, the server was restarted after setting them, and `aiFeaturesEnabled` is enabled at organisation/team level.
- **Detection fails immediately**: Confirm the Vertex API key is valid and the project has Vertex AI enabled. Check server logs for status codes from Vertex.
If issues persist, recheck env vars, restart the service, and confirm the Prisma migration was applied.
@@ -119,6 +119,8 @@ NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
```
For full AI setup details (including model availability notes), see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
### Set Up Your Signing Certificate
<Callout type="warning">
@@ -267,58 +269,63 @@ You can access the Documenso application by visiting the URL you provided for th
The environment variables listed above are a subset of those available for configuring Documenso. The table below provides a complete list of environment variables and their descriptions.
| Variable | Description |
| -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
| `PORT` | The port on which the Documenso application runs. It defaults to `3000`. |
| `NEXTAUTH_SECRET` | The secret key used by NextAuth.js for encryption and signing. |
| `NEXT_PRIVATE_ENCRYPTION_KEY` | The primary encryption key for symmetric encryption and decryption (at least 32 characters). |
| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY` | The secondary encryption key for symmetric encryption and decryption (at least 32 characters). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_ID` | The Google client ID for Google authentication (optional). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET` | The Google client secret for Google authentication (optional). |
| `NEXT_PRIVATE_MICROSOFT_CLIENT_ID` | The Microsoft client ID for Microsoft authentication (optional). |
| `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET` | The Microsoft client secret for Microsoft authentication (optional). |
| `NEXT_PRIVATE_OIDC_CLIENT_ID` | The OIDC client ID for OIDC authentication (optional). |
| `NEXT_PRIVATE_OIDC_CLIENT_SECRET` | The OIDC client secret for OIDC authentication (optional). |
| `NEXT_PRIVATE_OIDC_WELL_KNOWN` | The well-known URL for the OIDC provider (optional). |
| `NEXT_PRIVATE_OIDC_PROVIDER_LABEL` | The label to display for the OIDC provider button (optional). |
| `NEXT_PRIVATE_OIDC_SKIP_VERIFY` | Whether to skip email verification for OIDC accounts (optional, default `false`). |
| `NEXT_PUBLIC_WEBAPP_URL` | The URL for the web application. |
| `NEXT_PUBLIC_SUPPORT_EMAIL` | The support email address displayed to users (default `support@documenso.com`). |
| `NEXT_PRIVATE_DATABASE_URL` | The URL for the primary database connection (with connection pooling). |
| `NEXT_PRIVATE_DIRECT_DATABASE_URL` | The URL for the direct database connection (without connection pooling). |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | The signing transport to use. Available options: local (default) |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | The passphrase for the key file. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | The base64-encoded contents of the key file will be used instead of the file path. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | The path to the key file, default `/opt/documenso/cert.p12`. |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | The transport for file uploads (database or s3). |
| `NEXT_PRIVATE_UPLOAD_ENDPOINT` | The endpoint for the S3 storage transport (for third-party S3-compatible providers). |
| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE` | Whether to force path-style URLs for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_REGION` | The region for the S3 storage transport (defaults to us-east-1). |
| `NEXT_PRIVATE_UPLOAD_BUCKET` | The bucket to use for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID` | The access key ID for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY` | The secret access key for the S3 storage transport. |
| `NEXT_PRIVATE_SMTP_TRANSPORT` | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels). |
| `NEXT_PRIVATE_SMTP_HOST` | The host for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_PORT` | The port for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_USERNAME` | The username for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_PASSWORD` | The password for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY_USER` | The API key user for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY` | The API key for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_SECURE` | Whether to force the use of TLS for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS` | Whether to ignore TLS errors for the SMTP server (useful for self-signed certificates). |
| `NEXT_PRIVATE_SMTP_FROM_ADDRESS` | The email address for the "from" address. |
| `NEXT_PRIVATE_SMTP_FROM_NAME` | The sender name for the "from" address. |
| `NEXT_PRIVATE_RESEND_API_KEY` | The API key for Resend.com for the `resend` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_API_KEY` | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT` | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN` | The domain for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR` | The selector for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT` | The maximum document upload limit displayed to the user (in MB). |
| `NEXT_PUBLIC_POSTHOG_KEY` | The optional PostHog key for analytics and feature flags. |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Whether to disable user signups through the /signup page. |
| `NEXT_PRIVATE_BROWSERLESS_URL` | The URL for a Browserless.io instance to generate PDFs (optional). |
| `DOCUMENSO_DISABLE_TELEMETRY` | Set to `true` to disable anonymous telemetry (see [Telemetry](#telemetry) section below). |
For AI setup specifics, see the [AI Recipient & Field Detection (Self-hosting)](./ai-features) page.
| Variable | Description |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `PORT` | The port on which the Documenso application runs. It defaults to `3000`. |
| `NEXTAUTH_SECRET` | The secret key used by NextAuth.js for encryption and signing. |
| `NEXT_PRIVATE_ENCRYPTION_KEY` | The primary encryption key for symmetric encryption and decryption (at least 32 characters). |
| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY` | The secondary encryption key for symmetric encryption and decryption (at least 32 characters). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_ID` | The Google client ID for Google authentication (optional). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET` | The Google client secret for Google authentication (optional). |
| `NEXT_PRIVATE_MICROSOFT_CLIENT_ID` | The Microsoft client ID for Microsoft authentication (optional). |
| `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET` | The Microsoft client secret for Microsoft authentication (optional). |
| `NEXT_PRIVATE_OIDC_CLIENT_ID` | The OIDC client ID for OIDC authentication (optional). |
| `NEXT_PRIVATE_OIDC_CLIENT_SECRET` | The OIDC client secret for OIDC authentication (optional). |
| `NEXT_PRIVATE_OIDC_WELL_KNOWN` | The well-known URL for the OIDC provider (optional). |
| `NEXT_PRIVATE_OIDC_PROVIDER_LABEL` | The label to display for the OIDC provider button (optional). |
| `NEXT_PRIVATE_OIDC_SKIP_VERIFY` | Whether to skip email verification for OIDC accounts (optional, default `false`). |
| `NEXT_PUBLIC_WEBAPP_URL` | The URL for the web application. |
| `NEXT_PUBLIC_SUPPORT_EMAIL` | The support email address displayed to users (default `support@documenso.com`). |
| `NEXT_PRIVATE_DATABASE_URL` | The URL for the primary database connection (with connection pooling). |
| `NEXT_PRIVATE_DIRECT_DATABASE_URL` | The URL for the direct database connection (without connection pooling). |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | The signing transport to use. Available options: local (default) |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | The passphrase for the key file. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | The base64-encoded contents of the key file will be used instead of the file path. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | The path to the key file, default `/opt/documenso/cert.p12`. |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | The transport for file uploads (database or s3). |
| `NEXT_PRIVATE_UPLOAD_ENDPOINT` | The endpoint for the S3 storage transport (for third-party S3-compatible providers). |
| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE` | Whether to force path-style URLs for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_REGION` | The region for the S3 storage transport (defaults to us-east-1). |
| `NEXT_PRIVATE_UPLOAD_BUCKET` | The bucket to use for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID` | The access key ID for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY` | The secret access key for the S3 storage transport. |
| `NEXT_PRIVATE_SMTP_TRANSPORT` | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels). |
| `NEXT_PRIVATE_SMTP_HOST` | The host for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_PORT` | The port for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_USERNAME` | The username for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_PASSWORD` | The password for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY_USER` | The API key user for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY` | The API key for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_SECURE` | Whether to force the use of TLS for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS` | Whether to ignore TLS errors for the SMTP server (useful for self-signed certificates). |
| `NEXT_PRIVATE_SMTP_FROM_ADDRESS` | The email address for the "from" address. |
| `NEXT_PRIVATE_SMTP_FROM_NAME` | The sender name for the "from" address. |
| `NEXT_PRIVATE_RESEND_API_KEY` | The API key for Resend.com for the `resend` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_API_KEY` | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT` | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN` | The domain for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR` | The selector for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT` | The maximum document upload limit displayed to the user (in MB). |
| `NEXT_PUBLIC_POSTHOG_KEY` | The optional PostHog key for analytics and feature flags. |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Whether to disable user signups through the /signup page. |
| `NEXT_PRIVATE_BROWSERLESS_URL` | The URL for a Browserless.io instance to generate PDFs (optional). |
| `DOCUMENSO_DISABLE_TELEMETRY` | Set to `true` to disable anonymous telemetry (see [Telemetry](#telemetry) section below). |
| `GOOGLE_VERTEX_PROJECT_ID` | Google Cloud project ID used for Vertex AI (required for AI detection). |
| `GOOGLE_VERTEX_API_KEY` | Vertex AI Express API key with access to Gemini models (required for AI detection). See [AI Recipient & Field Detectionfor](./ai-features) for details. |
| `GOOGLE_VERTEX_LOCATION` | Optional Vertex region, defaults to `global`. Not all models are available in every region. |
## Telemetry
@@ -4,4 +4,5 @@ export default {
'document-visibility': 'Document Visibility',
fields: 'Document Fields',
'email-preferences': 'Email Preferences',
'ai-detection': 'AI Recipient & Field Detection',
};
@@ -0,0 +1,68 @@
---
title: AI Recipient & Field Detection
description: Use Documensos AI helpers to detect recipients and fields in draft documents.
---
# AI Recipient & Field Detection
Documenso can suggest recipients and place fields automatically using Google Vertex AI (Gemini). The feature is optional and only available when your organisation or team has **AI Features** enabled. Documents are processed securely and providers do not retain your data for training.
## Requirements
- AI Features must be enabled in **Document Preferences** for your organisation or team.
- The envelope must be in **Draft** status.
- Helpful rate limits are in place (up to 3 detection requests per minute per IP) to prevent abuse. If you see a “too many requests” message, wait a minute or two and try again.
### Enable AI features
1. **Organisation settings**:
Settings → Document Preferences → **AI Features** → Enabled.
_This applies to teams that inherit organisation defaults._
2. **Team settings**:
Team Settings → Document Preferences → **AI Features** → choose Enabled, Disabled, or Inherit.
## Detect recipients
Use this to identify who needs to sign or approve.
1. Open a draft document/template and go to the **Recipients** panel.
2. Select the **sparkle** button to start detection. If AI is enabled, uploads launched from the dashboard will open the detector automatically.
![Detect recipients with AI button in the Recipients panel](/document-signing/ai-recipient-detect-button.webp)
3. Wait for progress to finish, then review the suggested recipients.
4. Remove any incorrect entries, then **Add recipients** to apply them. Existing recipients and duplicates are preserved.
Notes:
- Detection is unavailable once an envelope is completed.
- You can re-run detection if you update the document; each run counts toward the rate limit.
## Detect fields
Use this to auto-place fields on the pages of a draft.
1. Open the envelope editor and switch to the **Fields** tab.
2. Select **Detect with AI**. Provide optional context (e.g., “Alice is the tenant, Bob is the landlord”) to improve recipient assignment.
![AI field detection dialog with context input](/document-signing/ai-field-detection-button.webp)
![AI field detection dialog with context input](/document-signing/ai-field-detection-dialog.webp)
3. Watch the progress indicators; they update per page and total fields found.
4. Review the summary and choose **Add fields** to place them in the editor.
Notes:
- Works only for draft envelopes and teams with AI features enabled.
- Existing fields are masked during detection to avoid duplicates.
- Fields are assigned to recipients based on nearby labels and your context message; you can edit them after adding.
## Best practices
- Keep labels near the intended fields (e.g., “Tenant signature”, “Buyer email”).
- Provide short context when roles are ambiguous.
- Always review suggestions before sending; AI assists but does not replace final checks.
@@ -178,7 +178,7 @@ The dropdown/select field collects a single choice from a list of options.
Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
{/* ![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp) */}
![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp)
The dropdown/select field settings include:
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@@ -12,11 +12,11 @@
"dependencies": {
"@documenso/prisma": "*",
"luxon": "^3.7.2",
"next": "^15"
"next": "15.5.9"
},
"devDependencies": {
"@types/node": "^20",
"@types/react": "18.3.27",
"typescript": "5.6.2"
}
}
}
@@ -45,7 +45,7 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
toast({
title: _(msg`Document deleted`),
description: 'The Document has been deleted successfully.',
description: _(msg`The Document has been deleted successfully.`),
duration: 5000,
});
@@ -54,8 +54,9 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
toast({
title: _(msg`An unknown error occurred`),
variant: 'destructive',
description:
'We encountered an unknown error while attempting to delete your document. Please try again later.',
description: _(
msg`We encountered an unknown error while attempting to delete your document. Please try again later.`,
),
});
}
};
@@ -156,8 +156,8 @@ export const AdminOrganisationMemberUpdateDialog = ({
<DialogDescription className="mt-4">
<Trans>
You are currently updating{' '}
<span className="font-bold">{organisationMemberName}.</span>
You are currently updating <span className="font-bold">{organisationMemberName}</span>
.
</Trans>
</DialogDescription>
</DialogHeader>
@@ -0,0 +1,141 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { useCurrentTeam } from '~/providers/team';
type AiFeaturesEnableDialogProps = {
open: boolean;
onOpenChange: (open: boolean) => void;
onEnabled: () => void;
};
export const AiFeaturesEnableDialog = ({
open,
onOpenChange,
onEnabled,
}: AiFeaturesEnableDialogProps) => {
const { t } = useLingui();
const team = useCurrentTeam();
const organisation = useCurrentOrganisation();
const isTeamAdmin = team.currentTeamRole === TeamMemberRole.ADMIN;
const isOrganisationAdmin = organisation.currentOrganisationRole === OrganisationMemberRole.ADMIN;
const canEnableAiFeatures = isTeamAdmin || isOrganisationAdmin;
const [error, setError] = useState<string | null>(null);
const { mutateAsync: updateTeamSettings, isPending: isUpdatingTeamSettings } =
trpc.team.settings.update.useMutation();
const { mutateAsync: updateOrganisationSettings, isPending: isUpdatingOrganisationSettings } =
trpc.organisation.settings.update.useMutation();
const isSubmitting = isUpdatingTeamSettings || isUpdatingOrganisationSettings;
const onEnableClick = async () => {
if (!canEnableAiFeatures) {
return;
}
setError(null);
try {
if (isTeamAdmin) {
await updateTeamSettings({
teamId: team.id,
data: { aiFeaturesEnabled: true },
});
} else {
await updateOrganisationSettings({
organisationId: organisation.id,
data: { aiFeaturesEnabled: true },
});
}
onEnabled();
onOpenChange(false);
} catch (err) {
console.error('Failed to enable AI features', err);
setError(
err instanceof Error
? err.message
: t`We couldn't enable AI features right now. Please try again.`,
);
}
};
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-lg">
<DialogHeader>
<DialogTitle>
<Trans>Enable AI features</Trans>
</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
<Trans>
Turn on AI detection to automatically find recipients and fields in your documents. AI
providers do not retain your data for training.
</Trans>
</p>
<Alert variant="neutral">
<AlertDescription>
<Trans>
Your document content will be sent securely to our AI provider solely for detection
and will not be stored or used for training.
</Trans>
</AlertDescription>
</Alert>
{canEnableAiFeatures ? (
<p className="text-sm text-muted-foreground">
<Trans>
You're an admin. You can enable AI features for this team right away. Everyone on
the team will see AI detection once enabled.
</Trans>
</p>
) : (
<p className="text-sm text-muted-foreground">
<Trans>
AI features are disabled for your team. Please ask your team owner or organisation
owner to enable them.
</Trans>
</p>
)}
{error ? <p className="text-sm text-destructive">{error}</p> : null}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={() => onOpenChange(false)}>
<Trans>Close</Trans>
</Button>
{canEnableAiFeatures ? (
<Button type="button" onClick={() => void onEnableClick()} loading={isSubmitting}>
<Trans>Enable AI features</Trans>
</Button>
) : null}
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -0,0 +1,381 @@
import { useCallback, useEffect, useMemo, useState } from 'react';
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 { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { Label } from '@documenso/ui/primitives/label';
import { Textarea } from '@documenso/ui/primitives/textarea';
import {
AiApiError,
type DetectFieldsProgressEvent,
detectFields,
} from '../../../server/api/ai/detect-fields.client';
import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
type AiFieldDetectionDialogProps = {
open: boolean;
onOpenChange: (open: boolean) => void;
onComplete: (fields: NormalizedFieldWithContext[]) => void;
envelopeId: string;
teamId: number;
};
const PROCESSING_MESSAGES = [
msg`Reading your document`,
msg`Analyzing page layout`,
msg`Looking for form fields`,
msg`Detecting signature areas`,
msg`Identifying input fields`,
msg`Mapping fields to recipients`,
msg`Almost done`,
] as const;
const FIELD_TYPE_LABELS: Record<string, MessageDescriptor> = {
SIGNATURE: msg`Signature`,
INITIALS: msg`Initials`,
NAME: msg`Name`,
EMAIL: msg`Email`,
DATE: msg`Date`,
TEXT: msg`Text`,
NUMBER: msg`Number`,
CHECKBOX: msg`Checkbox`,
RADIO: msg`Radio`,
};
export const AiFieldDetectionDialog = ({
open,
onOpenChange,
onComplete,
envelopeId,
teamId,
}: AiFieldDetectionDialogProps) => {
const { _ } = useLingui();
const [state, setState] = useState<DialogState>('PROMPT');
const [messageIndex, setMessageIndex] = useState(0);
const [detectedFields, setDetectedFields] = useState<NormalizedFieldWithContext[]>([]);
const [error, setError] = useState<string | null>(null);
const [context, setContext] = useState('');
const [progress, setProgress] = useState<DetectFieldsProgressEvent | null>(null);
const onDetectClick = useCallback(async () => {
setState('PROCESSING');
setMessageIndex(0);
setError(null);
setProgress(null);
try {
await detectFields({
request: {
envelopeId,
teamId,
context: context || undefined,
},
onProgress: (progressEvent) => {
setProgress(progressEvent);
},
onComplete: (event) => {
setDetectedFields(event.fields);
setState('REVIEW');
},
onError: (err) => {
console.error('Detection failed:', err);
if (err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err.message);
setState('ERROR');
},
});
} catch (err) {
console.error('Detection failed:', err);
if (err instanceof AiApiError && err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err instanceof Error ? err.message : 'Failed to detect fields');
setState('ERROR');
}
}, [envelopeId, teamId, context]);
const onAddFields = () => {
onComplete(detectedFields);
onOpenChange(false);
setState('PROMPT');
setDetectedFields([]);
setContext('');
};
const onClose = () => {
onOpenChange(false);
setState('PROMPT');
setDetectedFields([]);
setError(null);
setContext('');
setProgress(null);
};
// Group fields by type for summary display
const fieldCountsByType = useMemo(() => {
const counts: Record<string, number> = {};
for (const field of detectedFields) {
counts[field.type] = (counts[field.type] || 0) + 1;
}
return Object.entries(counts).sort(([, a], [, b]) => b - a);
}, [detectedFields]);
useEffect(() => {
if (state !== 'PROCESSING') {
return;
}
const interval = setInterval(() => {
setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
}, 4000);
return () => clearInterval(interval);
}, [state]);
return (
<Dialog open={open}>
<DialogContent className="sm:max-w-lg" hideClose={true}>
{state === 'PROMPT' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detect fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
<Trans>
We'll scan your document to find form fields like signature lines, text inputs,
checkboxes, and more. Detected fields will be suggested for you to review.
</Trans>
</p>
<Alert className="flex items-center gap-2 space-y-0" variant="neutral">
<ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
<AlertDescription className="mt-0">
<Trans>
Your document is processed securely using AI services that don't retain your
data.
</Trans>
</AlertDescription>
</Alert>
<div className="space-y-1.5">
<Label htmlFor="context">
<Trans>Context</Trans>
</Label>
<Textarea
id="context"
placeholder={_(msg`David is the Employee, Lucas is the Manager`)}
value={context}
onChange={(e) => setContext(e.target.value)}
rows={2}
className="resize-none"
/>
<p className="text-xs text-muted-foreground">
<Trans>Help the AI assign fields to the right recipients.</Trans>
</p>
</div>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Skip</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Detect</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'PROCESSING' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detecting fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="flex flex-col items-center py-8">
<AnimatedDocumentScanner />
<p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
{progress && (
<p className="mt-2 text-xs text-muted-foreground/60">
<Plural
value={progress.fieldsDetected}
one={
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} - # field found
</Trans>
}
other={
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} - # fields found
</Trans>
}
/>
</p>
)}
<p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
<Trans>This can take a minute or two depending on the size of your document.</Trans>
</p>
<div className="mt-4 flex gap-1">
{PROCESSING_MESSAGES.map((_, index) => (
<div
key={index}
className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
}`}
/>
))}
</div>
</div>
</>
)}
{state === 'REVIEW' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detected fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="max-h-[400px] overflow-y-auto">
{detectedFields.length === 0 ? (
<div className="flex flex-col items-center py-8">
<FormInputIcon className="h-12 w-12 text-muted-foreground/50" />
<p className="mt-4 text-center text-sm text-muted-foreground">
<Trans>No fields were detected in your document.</Trans>
</p>
<p className="mt-1 text-center text-xs text-muted-foreground/70">
<Trans>You can add fields manually in the editor.</Trans>
</p>
</div>
) : (
<>
<p className="text-sm text-muted-foreground">
<Plural
value={detectedFields.length}
one="We found # field in your document."
other="We found # fields in your document."
/>
</p>
<ul className="mt-4 divide-y rounded-lg border">
{fieldCountsByType.map(([type, count]) => (
<li key={type} className="flex items-center justify-between px-4 py-3">
<span className="text-sm">{_(FIELD_TYPE_LABELS[type]) || type}</span>
<span className="text-sm font-medium text-muted-foreground">{count}</span>
</li>
))}
</ul>
</>
)}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Cancel</Trans>
</Button>
{detectedFields.length > 0 && (
<Button type="button" onClick={onAddFields}>
<CheckIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Add fields</Trans>
</Button>
)}
</DialogFooter>
</>
)}
{state === 'ERROR' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detection failed</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>Something went wrong while detecting fields.</Trans>
</p>
{error && <p className="mt-2 text-sm text-destructive">{error}</p>}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'RATE_LIMITED' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Too many requests</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>
You've made too many detection requests. Please wait a minute before trying again.
</Trans>
</p>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};
@@ -0,0 +1,372 @@
import { useCallback, useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Plural, Trans } from '@lingui/react/macro';
import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
AiApiError,
type DetectRecipientsProgressEvent,
detectRecipients,
} from '../../../server/api/ai/detect-recipients.client';
import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
type AiRecipientDetectionDialogProps = {
open: boolean;
onOpenChange: (open: boolean) => void;
onComplete: (recipients: TDetectedRecipientSchema[]) => void;
envelopeId: string;
teamId: number;
};
const PROCESSING_MESSAGES = [
msg`Reading your document`,
msg`Analyzing pages`,
msg`Looking for signature fields`,
msg`Identifying recipients`,
msg`Extracting contact details`,
msg`Almost done`,
] as const;
export const AiRecipientDetectionDialog = ({
open,
onOpenChange,
onComplete,
envelopeId,
teamId,
}: AiRecipientDetectionDialogProps) => {
const { _ } = useLingui();
const [state, setState] = useState<DialogState>('PROMPT');
const [messageIndex, setMessageIndex] = useState(0);
const [detectedRecipients, setDetectedRecipients] = useState<TDetectedRecipientSchema[]>([]);
const [error, setError] = useState<string | null>(null);
const [progress, setProgress] = useState<DetectRecipientsProgressEvent | null>(null);
const onDetectClick = useCallback(async () => {
setState('PROCESSING');
setMessageIndex(0);
setError(null);
setProgress(null);
try {
await detectRecipients({
request: {
envelopeId,
teamId,
},
onProgress: (progressEvent) => {
setProgress(progressEvent);
},
onComplete: (event) => {
setDetectedRecipients(event.recipients);
setState('REVIEW');
},
onError: (err) => {
console.error('Detection failed:', err);
if (err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err.message);
setState('ERROR');
},
});
} catch (err) {
console.error('Detection failed:', err);
if (err instanceof AiApiError && err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err instanceof Error ? err.message : 'Failed to detect recipients');
setState('ERROR');
}
}, [envelopeId, teamId]);
const handleRemoveRecipient = (index: number) => {
setDetectedRecipients((prev) => prev.filter((_, i) => i !== index));
};
const onAddRecipients = () => {
onComplete(detectedRecipients);
onOpenChange(false);
setState('PROMPT');
setDetectedRecipients([]);
};
const onClose = () => {
onOpenChange(false);
setState('PROMPT');
setDetectedRecipients([]);
setError(null);
setProgress(null);
};
useEffect(() => {
if (state !== 'PROCESSING') {
return;
}
const interval = setInterval(() => {
setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
}, 4000);
return () => clearInterval(interval);
}, [state]);
return (
<Dialog open={open}>
<DialogContent className="sm:max-w-lg" hideClose={true}>
{state === 'PROMPT' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detect recipients</Trans>
</DialogTitle>
</DialogHeader>
<div>
<p className="text-sm text-muted-foreground">
<Trans>
We'll scan your document to find signature fields and identify who needs to sign.
Detected recipients will be suggested for you to review.
</Trans>
</p>
<Alert className="mt-4 flex items-center gap-2 space-y-0" variant="neutral">
<ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
<AlertDescription className="mt-0">
<Trans>
Your document is processed securely using AI services that don't retain your
data.
</Trans>
</AlertDescription>
</Alert>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Skip</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Detect</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'PROCESSING' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detecting recipients</Trans>
</DialogTitle>
</DialogHeader>
<div className="flex flex-col items-center py-8">
<AnimatedDocumentScanner />
<p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
{progress && (
<p className="mt-2 text-xs text-muted-foreground/60">
<Plural
value={progress.recipientsDetected}
one={
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} - # recipient found
</Trans>
}
other={
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} - # recipients found
</Trans>
}
/>
</p>
)}
<p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
<Trans>This can take a minute or two depending on the size of your document.</Trans>
</p>
<div className="mt-4 flex gap-1">
{PROCESSING_MESSAGES.map((_, index) => (
<div
key={index}
className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
}`}
/>
))}
</div>
</div>
</>
)}
{state === 'REVIEW' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detected recipients</Trans>
</DialogTitle>
</DialogHeader>
<div className="max-h-[400px] overflow-y-auto">
{detectedRecipients.length === 0 ? (
<div className="flex flex-col items-center py-8">
<UserIcon className="h-12 w-12 text-muted-foreground/50" />
<p className="mt-4 text-center text-sm text-muted-foreground">
<Trans>No recipients were detected in your document.</Trans>
</p>
<p className="mt-1 text-center text-xs text-muted-foreground/70">
<Trans>You can add recipients manually in the editor.</Trans>
</p>
</div>
) : (
<>
<p className="text-sm text-muted-foreground">
<Plural
value={detectedRecipients.length}
one="We found # recipient in your document."
other="We found # recipients in your document."
/>
</p>
<ul className="mt-4 divide-y rounded-lg border">
{detectedRecipients.map((recipient, index) => (
<li key={index} className="flex items-center justify-between px-4 py-3">
<AvatarWithText
avatarFallback={
recipient.name
? recipient.name.slice(0, 1).toUpperCase()
: recipient.email
? recipient.email.slice(0, 1).toUpperCase()
: '?'
}
primaryText={
<p className="text-sm font-medium text-foreground">
{recipient.name || _(msg`Unknown name`)}
</p>
}
secondaryText={
<div className="text-xs text-muted-foreground">
<p className="italic text-muted-foreground/70">
{recipient.email || _(msg`No email detected`)}
</p>
<p>{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
</div>
}
/>
<button
type="button"
className="h-8 w-8 p-0 text-muted-foreground/80 hover:text-destructive focus-visible:border-destructive focus-visible:ring-destructive"
onClick={() => handleRemoveRecipient(index)}
>
<span className="sr-only">
<Trans>Remove recipient</Trans>
</span>
<XIcon className="h-4 w-4" aria-hidden="true" />
</button>
</li>
))}
</ul>
</>
)}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Cancel</Trans>
</Button>
{detectedRecipients.length > 0 && (
<Button type="button" onClick={onAddRecipients}>
<CheckIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Add recipients</Trans>
</Button>
)}
</DialogFooter>
</>
)}
{state === 'ERROR' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detection failed</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>Something went wrong while detecting recipients.</Trans>
</p>
{error && <p className="mt-2 text-sm text-destructive">{error}</p>}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'RATE_LIMITED' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Too many requests</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>
You've made too many detection requests. Please wait a minute before trying again.
</Trans>
</p>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};
@@ -1,4 +1,4 @@
import { useMemo, useState } from 'react';
import { useEffect, useMemo, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { useLingui } from '@lingui/react/macro';
@@ -7,9 +7,7 @@ import {
DocumentDistributionMethod,
DocumentStatus,
EnvelopeType,
type Field,
FieldType,
type Recipient,
RecipientRole,
} from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
@@ -19,8 +17,9 @@ import { useNavigate } from 'react-router';
import { match } from 'ts-pattern';
import * as z from 'zod';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { cn } from '@documenso/ui/lib/utils';
@@ -52,16 +51,13 @@ import {
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { SpinnerBox } from '@documenso/ui/primitives/spinner';
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeDistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
fields: Pick<Field, 'type' | 'recipientId'>[];
};
onDistribute?: () => Promise<void>;
documentRootPath: string;
trigger?: React.ReactNode;
@@ -86,20 +82,20 @@ export const ZEnvelopeDistributeFormSchema = z.object({
export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
export const EnvelopeDistributeDialog = ({
envelope,
trigger,
documentRootPath,
onDistribute,
}: EnvelopeDistributeDialogProps) => {
const organisation = useCurrentOrganisation();
const recipients = envelope.recipients;
const { envelope, syncEnvelope, isAutosaving, autosaveError } = useCurrentEnvelopeEditor();
const { toast } = useToast();
const { t } = useLingui();
const navigate = useNavigate();
const [isOpen, setIsOpen] = useState(false);
const [isSyncing, setIsSyncing] = useState(false);
const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
@@ -134,18 +130,43 @@ export const EnvelopeDistributeDialog = ({
const distributionMethod = watch('meta.distributionMethod');
const recipientsWithIndex = useMemo(
() =>
envelope.recipients.map((recipient, index) => ({
...recipient,
index,
})),
[envelope.recipients],
);
const recipientsMissingSignatureFields = useMemo(
() =>
envelope.recipients.filter(
recipientsWithIndex.filter(
(recipient) =>
recipient.role === RecipientRole.SIGNER &&
!envelope.fields.some(
(field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
),
),
[envelope.recipients, envelope.fields],
[recipientsWithIndex, envelope.fields],
);
/**
* List of recipients who must have an email due to having auth enabled.
*/
const recipientsMissingRequiredEmail = useMemo(() => {
return recipientsWithIndex.filter((recipient) => {
const auth = extractDocumentAuthMethods({
documentAuth: envelope.authOptions,
recipientAuth: recipient.authOptions,
});
return (
(auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) && !recipient.email
);
});
}, [recipientsWithIndex, envelope.authOptions]);
const invalidEnvelopeCode = useMemo(() => {
if (recipientsMissingSignatureFields.length > 0) {
return 'MISSING_SIGNATURES';
@@ -155,8 +176,12 @@ export const EnvelopeDistributeDialog = ({
return 'MISSING_RECIPIENTS';
}
if (recipientsMissingRequiredEmail.length > 0) {
return 'MISSING_REQUIRED_EMAIL';
}
return null;
}, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
}, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
try {
@@ -189,6 +214,29 @@ export const EnvelopeDistributeDialog = ({
}
};
const handleSync = async () => {
if (isSyncing) {
return;
}
setIsSyncing(true);
try {
await syncEnvelope();
} catch (err) {
console.error(err);
}
setIsSyncing(false);
};
useEffect(() => {
// Resync the whole envelope if the envelope is mid saving.
if (isOpen && (isAutosaving || autosaveError)) {
void handleSync();
}
}, [isOpen]);
if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
return null;
}
@@ -208,7 +256,7 @@ export const EnvelopeDistributeDialog = ({
</DialogDescription>
</DialogHeader>
{!invalidEnvelopeCode ? (
{!invalidEnvelopeCode || isSyncing ? (
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
@@ -236,7 +284,16 @@ export const EnvelopeDistributeDialog = ({
})}
>
<AnimatePresence initial={false} mode="wait">
{distributionMethod === DocumentDistributionMethod.EMAIL && (
{isSyncing ? (
<motion.div
key={'Flushing'}
initial={{ opacity: 0, y: 5 }}
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
exit={{ opacity: 0, transition: { duration: 0.15 } }}
>
<SpinnerBox spinnerProps={{ size: 'sm' }} className="h-72" />
</motion.div>
) : distributionMethod === DocumentDistributionMethod.EMAIL ? (
<motion.div
key={'Emails'}
initial={{ opacity: 0, y: 5 }}
@@ -296,8 +353,10 @@ export const EnvelopeDistributeDialog = ({
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply To Email</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Trans>
Reply To Email{' '}
<span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
@@ -315,8 +374,10 @@ export const EnvelopeDistributeDialog = ({
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Subject</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Trans>
Subject{' '}
<span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
@@ -333,13 +394,15 @@ export const EnvelopeDistributeDialog = ({
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Message</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Trans>
Message{' '}
<span className="text-muted-foreground">(Optional)</span>
</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground p-4">
<TooltipContent className="p-4 text-muted-foreground">
<DocumentSendEmailMessageHelper />
</TooltipContent>
</Tooltip>
@@ -347,7 +410,7 @@ export const EnvelopeDistributeDialog = ({
<FormControl>
<Textarea
className="bg-background mt-2 h-16 resize-none"
className="mt-2 h-16 resize-none bg-background"
{...field}
maxLength={5000}
/>
@@ -359,9 +422,7 @@ export const EnvelopeDistributeDialog = ({
</fieldset>
</Form>
</motion.div>
)}
{distributionMethod === DocumentDistributionMethod.NONE && (
) : distributionMethod === DocumentDistributionMethod.NONE ? (
<motion.div
key={'Links'}
initial={{ opacity: 0, y: 5 }}
@@ -369,7 +430,7 @@ export const EnvelopeDistributeDialog = ({
exit={{ opacity: 0, transition: { duration: 0.15 } }}
className="min-h-60 rounded-lg border"
>
<div className="text-muted-foreground py-24 text-center text-sm">
<div className="py-24 text-center text-sm text-muted-foreground">
<p>
<Trans>We won't send anything to notify recipients.</Trans>
</p>
@@ -382,7 +443,7 @@ export const EnvelopeDistributeDialog = ({
</p>
</div>
</motion.div>
)}
) : null}
</AnimatePresence>
</div>
@@ -393,7 +454,7 @@ export const EnvelopeDistributeDialog = ({
</Button>
</DialogClose>
<Button loading={isSubmitting} type="submit">
<Button loading={isSubmitting} disabled={isSyncing} type="submit">
{distributionMethod === DocumentDistributionMethod.EMAIL ? (
<Trans>Send</Trans>
) : (
@@ -419,7 +480,22 @@ export const EnvelopeDistributeDialog = ({
<ul className="ml-2 mt-1 list-inside list-disc">
{recipientsMissingSignatureFields.map((recipient) => (
<li key={recipient.id}>{recipient.email}</li>
<li key={recipient.id}>
{recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
</li>
))}
</ul>
</AlertDescription>
))
.with('MISSING_REQUIRED_EMAIL', () => (
<AlertDescription>
<Trans>The following recipients require an email address:</Trans>
<ul className="ml-2 mt-1 list-inside list-disc">
{recipientsMissingRequiredEmail.map((recipient) => (
<li key={recipient.id}>
{recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
</li>
))}
</ul>
</AlertDescription>
@@ -117,7 +117,7 @@ export const EnvelopeItemDeleteDialog = ({
<DialogDescription className="mt-4">
<Trans>
You cannot delete this item because the document has been sent to recipients
You cannot delete this item because the document has been sent to recipients.
</Trans>
</DialogDescription>
</DialogHeader>
@@ -367,7 +367,7 @@ const BillingPlanForm = ({
<div className="w-full text-left">
<div className="flex items-center justify-between">
<p className="text-medium">
<Trans>Free</Trans>
<Trans context="Plan price">Free</Trans>
</p>
<Badge size="small" variant="neutral" className="ml-1.5">
@@ -121,7 +121,7 @@ export const OrganisationEmailDomainRecordContent = ({ records }: { records: Dom
<Trans>
Once you update your DNS records, it may take up to 48 hours for it to be propogated.
Once the DNS propagation is complete you will need to come back and press the "Sync"
domains button
domains button.
</Trans>
</AlertDescription>
</Alert>
@@ -148,8 +148,8 @@ export const OrganisationMemberUpdateDialog = ({
<DialogDescription className="mt-4">
<Trans>
You are currently updating{' '}
<span className="font-bold">{organisationMemberName}.</span>
You are currently updating <span className="font-bold">{organisationMemberName}</span>
.
</Trans>
</DialogDescription>
</DialogHeader>
@@ -24,7 +24,10 @@ import {
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldEmailFormSchema = z.object({
email: z.string().min(1, { message: msg`Email is required`.id }),
email: z
.string()
.email()
.min(1, { message: msg`Email is required`.id }),
});
type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
@@ -17,6 +17,7 @@ import { DocumentSigningDisclosure } from '../general/document-signing/document-
export type SignFieldSignatureDialogProps = {
initialSignature?: string;
fullName?: string;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
@@ -28,6 +29,7 @@ export const SignFieldSignatureDialog = createCallable<
>(
({
call,
fullName,
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
@@ -46,6 +48,7 @@ export const SignFieldSignatureDialog = createCallable<
</DialogHeader>
<SignaturePad
fullName={fullName}
value={localSignature ?? ''}
onChange={({ value }) => setLocalSignature(value)}
typedSignatureEnabled={typedSignatureEnabled}
@@ -8,6 +8,7 @@ import { useForm } from 'react-hook-form';
import { useNavigate } from 'react-router';
import { z } from 'zod';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { AppError } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
@@ -30,6 +31,13 @@ import {
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import type { Toast } from '@documenso/ui/primitives/use-toast';
import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -53,26 +61,34 @@ export const TeamDeleteDialog = ({
const { toast } = useToast();
const { refreshSession } = useSession();
const currentOrganisation = useCurrentOrganisation();
const deleteMessage = _(msg`delete ${teamName}`);
const filteredTeams = currentOrganisation.teams.filter((team) => team.id !== teamId);
const ZDeleteTeamFormSchema = z.object({
teamName: z.literal(deleteMessage, {
errorMap: () => ({ message: _(msg`You must enter '${deleteMessage}' to proceed`) }),
}),
transferTeamId: z.string().optional(),
});
const form = useForm({
resolver: zodResolver(ZDeleteTeamFormSchema),
defaultValues: {
teamName: '',
transferTeamId: undefined,
},
});
const { mutateAsync: deleteTeam } = trpc.team.delete.useMutation();
const onFormSubmit = async () => {
const onFormSubmit = async (data: z.infer<typeof ZDeleteTeamFormSchema>) => {
try {
await deleteTeam({ teamId });
const transferTeamId = data.transferTeamId ? parseInt(data.transferTeamId, 10) : undefined;
await deleteTeam({ teamId, transferTeamId: transferTeamId || undefined });
await refreshSession();
@@ -168,6 +184,43 @@ export const TeamDeleteDialog = ({
)}
/>
{filteredTeams.length > 0 && (
<FormField
control={form.control}
name="transferTeamId"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Transfer documents to a different team</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
<SelectTrigger>
<SelectValue
placeholder={_(msg`Don't transfer (Delete all documents)`)}
/>
</SelectTrigger>
<SelectContent>
<SelectItem value="-1">
<Trans>Don't transfer (Delete all documents)</Trans>
</SelectItem>
{filteredTeams.map((team) => (
<SelectItem key={team.id} value={team.id.toString()}>
{team.name}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
@@ -146,7 +146,7 @@ export const TeamMemberUpdateDialog = ({
<DialogDescription>
<Trans>
You are currently updating <span className="font-bold">{memberName}.</span>
You are currently updating <span className="font-bold">{memberName}</span>.
</Trans>
</DialogDescription>
</DialogHeader>
@@ -103,8 +103,8 @@ export const TemplateBulkSendDialog = ({
console.error(err);
toast({
title: 'Error',
description: 'Failed to upload CSV. Please check the file format and try again.',
title: _(msg`Error`),
description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
variant: 'destructive',
});
}
@@ -1,136 +0,0 @@
import { useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { FilePlus, Loader } from 'lucide-react';
import { useNavigate } from 'react-router';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { formatTemplatesPath } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
type TemplateCreateDialogProps = {
folderId?: string;
};
export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) => {
const navigate = useNavigate();
const { user } = useSession();
const { toast } = useToast();
const { _ } = useLingui();
const team = useCurrentTeam();
const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
const [isUploadingFile, setIsUploadingFile] = useState(false);
const onFileDrop = async (files: File[]) => {
const file = files[0];
if (isUploadingFile) {
return;
}
setIsUploadingFile(true);
try {
const payload = {
title: file.name,
folderId: folderId,
} satisfies TCreateTemplatePayloadSchema;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
formData.append('file', file);
const { envelopeId: id } = await createTemplate(formData);
toast({
title: _(msg`Template document uploaded`),
description: _(
msg`Your document has been uploaded successfully. You will be redirected to the template page.`,
),
duration: 5000,
});
setShowTemplateCreateDialog(false);
await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
} catch {
toast({
title: _(msg`Something went wrong`),
description: _(msg`Please try again later.`),
variant: 'destructive',
});
setIsUploadingFile(false);
}
};
return (
<Dialog
open={showTemplateCreateDialog}
onOpenChange={(value) => !isUploadingFile && setShowTemplateCreateDialog(value)}
>
<DialogTrigger asChild>
<Button className="cursor-pointer" disabled={!user.emailVerified}>
<FilePlus className="-ml-1 mr-2 h-4 w-4" />
<Trans>Template (Legacy)</Trans>
</Button>
</DialogTrigger>
<DialogContent className="w-full max-w-xl">
<DialogHeader>
<DialogTitle>
<Trans>New Template</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Templates allow you to quickly generate documents with pre-filled recipients and
fields.
</Trans>
</DialogDescription>
</DialogHeader>
<div className="relative">
<DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
{isUploadingFile && (
<div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
<Loader className="text-muted-foreground h-12 w-12 animate-spin" />
</div>
)}
</div>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isUploadingFile}>
<Trans>Close</Trans>
</Button>
</DialogClose>
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -21,6 +21,7 @@ import {
SKIP_QUERY_BATCH_META,
} from '@documenso/lib/constants/trpc';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
@@ -65,7 +66,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
recipients: z.array(
z.object({
id: z.number(),
email: z.string().email(),
email: ZRecipientEmailSchema,
name: z.string(),
signingOrder: z.number().optional(),
}),
@@ -100,12 +101,29 @@ export function TemplateUseDialog({
const [open, setOpen] = useState(false);
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: {
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
{
envelopeId,
},
{
placeholderData: (previousData) => previousData,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
enabled: open,
},
);
const envelopeItems = response?.data ?? [];
const generateDefaultFormValues = () => {
return {
distributeDocument: false,
useCustomDocument: false,
customDocumentData: [],
customDocumentData: envelopeItems.map((item) => ({
title: item.title,
data: undefined,
envelopeItemId: item.id,
})),
recipients: recipients
.sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
.map((recipient) => {
@@ -124,7 +142,12 @@ export function TemplateUseDialog({
signingOrder: recipient.signingOrder ?? undefined,
};
}),
},
};
};
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: generateDefaultFormValues(),
});
const { replace, fields: localCustomDocumentData } = useFieldArray({
@@ -132,19 +155,6 @@ export function TemplateUseDialog({
name: 'customDocumentData',
});
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
{
envelopeId,
},
{
placeholderData: (previousData) => previousData,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
},
);
const envelopeItems = response?.data ?? [];
const { mutateAsync: createDocumentFromTemplate } =
trpc.template.createDocumentFromTemplate.useMutation();
@@ -214,8 +224,8 @@ export function TemplateUseDialog({
});
useEffect(() => {
if (!open) {
form.reset();
if (open) {
form.reset(generateDefaultFormValues());
}
}, [open, form]);
@@ -322,7 +332,7 @@ export function TemplateUseDialog({
<Input
{...field}
aria-label="Name"
placeholder={recipients[index].name || _(msg`Name`)}
placeholder={recipients[index].name || _(msg`Recipient ${index + 1}`)}
/>
</FormControl>
<FormMessage />
@@ -349,7 +359,7 @@ export function TemplateUseDialog({
{documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="distributeDocument"
>
<Trans>Send document</Trans>
@@ -358,7 +368,7 @@ export function TemplateUseDialog({
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
The document will be immediately sent to recipients if this
@@ -378,7 +388,7 @@ export function TemplateUseDialog({
{documentDistributionMethod === DocumentDistributionMethod.NONE && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="distributeDocument"
>
<Trans>Create as pending</Trans>
@@ -386,7 +396,7 @@ export function TemplateUseDialog({
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
Create the document as pending and ready to sign.
@@ -432,7 +442,7 @@ export function TemplateUseDialog({
}}
/>
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="useCustomDocument"
>
<Trans>Upload custom document</Trans>
@@ -440,7 +450,7 @@ export function TemplateUseDialog({
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
Upload a custom document to use instead of the template's default
@@ -470,19 +480,19 @@ export function TemplateUseDialog({
<FormControl>
<div
key={item.id}
className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
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="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
<FileTextIcon className="text-primary h-5 w-5" />
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
<FileTextIcon className="h-5 w-5 text-primary" />
</div>
</div>
<div className="min-w-0 flex-1">
<h4 className="text-foreground truncate text-sm font-medium">
<h4 className="truncate text-sm font-medium text-foreground">
{item.title}
</h4>
<p className="text-muted-foreground mt-0.5 text-xs">
<p className="mt-0.5 text-xs text-muted-foreground">
{field.value ? (
<div>
<Trans>
@@ -219,9 +219,8 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
<FormDescription>
<Trans>
A secret that will be sent to your URL so you can verify that the request
has been sent by Documenso
has been sent by Documenso.
</Trans>
.
</FormDescription>
<FormMessage />
</FormItem>
@@ -5,6 +5,7 @@ import {
ZDocumentMetaDateFormatSchema,
ZDocumentMetaLanguageSchema,
} from '@documenso/lib/types/document-meta';
import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
// Define the schema for configuration
@@ -55,7 +56,7 @@ export const ZConfigureTemplateEmbedFormSchema = ZConfigureEmbedFormSchema.exten
nativeId: z.number().optional(),
formId: z.string(),
name: z.string(),
email: z.union([z.string().length(0), z.string().email('Invalid email address')]),
email: ZRecipientEmailSchema,
role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
signingOrder: z.number().optional(),
disabled: z.boolean().optional(),
@@ -1,5 +1,6 @@
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { EnvelopeItem, FieldType } from '@prisma/client';
@@ -229,8 +230,8 @@ export const ConfigureFieldsView = ({
setFieldClipboard(lastActiveField);
toast({
title: 'Copied field',
description: 'Copied field to clipboard',
title: _(msg`Copied field`),
description: _(msg`Copied field to clipboard`),
});
}
},
@@ -438,6 +438,7 @@ export const EmbedDirectTemplateClientPage = ({
className="mt-2"
disabled={isThrottled || isSubmitting}
disableAnimation
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
@@ -455,6 +455,7 @@ export const EmbedSignDocumentV1ClientPage = ({
className="mt-2"
disabled={isThrottled || isSubmitting}
disableAnimation
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
@@ -150,8 +150,8 @@ export const MultiSignDocumentSigningView = ({
onDocumentError?.();
toast({
title: 'Error',
description: 'Failed to complete the document. Please try again.',
title: _(msg`Error`),
description: _(msg`Failed to complete the document. Please try again.`),
variant: 'destructive',
});
} finally {
@@ -319,6 +319,7 @@ export const MultiSignDocumentSigningView = ({
className="mt-2"
disabled={isSubmitting}
disableAnimation
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={
@@ -58,6 +58,7 @@ export type TDocumentPreferencesFormSchema = {
includeSigningCertificate: boolean | null;
includeAuditLog: boolean | null;
signatureTypes: DocumentSignatureType[];
aiFeaturesEnabled: boolean | null;
};
type SettingsSubset = Pick<
@@ -72,11 +73,13 @@ type SettingsSubset = Pick<
| 'typedSignatureEnabled'
| 'uploadSignatureEnabled'
| 'drawSignatureEnabled'
| 'aiFeaturesEnabled'
>;
export type DocumentPreferencesFormProps = {
settings: SettingsSubset;
canInherit: boolean;
isAiFeaturesConfigured?: boolean;
onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
};
@@ -84,6 +87,7 @@ export const DocumentPreferencesForm = ({
settings,
onFormSubmit,
canInherit,
isAiFeaturesConfigured = false,
}: DocumentPreferencesFormProps) => {
const { t } = useLingui();
const { user, organisations } = useSession();
@@ -105,6 +109,7 @@ export const DocumentPreferencesForm = ({
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
message: msg`At least one signature type must be enabled`.id,
}),
aiFeaturesEnabled: z.boolean().nullable(),
});
const form = useForm<TDocumentPreferencesFormSchema>({
@@ -120,6 +125,7 @@ export const DocumentPreferencesForm = ({
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
aiFeaturesEnabled: settings.aiFeaturesEnabled,
},
resolver: zodResolver(ZDocumentPreferencesFormSchema),
});
@@ -312,7 +318,7 @@ export const DocumentPreferencesForm = ({
}))}
selectedValues={field.value}
onChange={field.onChange}
className="bg-background w-full"
className="w-full bg-background"
enableSearch={false}
emptySelectionPlaceholder={
canInherit ? t`Inherit from organisation` : t`Select signature types`
@@ -378,7 +384,7 @@ export const DocumentPreferencesForm = ({
</FormControl>
<div className="pt-2">
<div className="text-muted-foreground text-xs font-medium">
<div className="text-xs font-medium text-muted-foreground">
<Trans>Preview</Trans>
</div>
@@ -509,6 +515,59 @@ export const DocumentPreferencesForm = ({
)}
/>
{isAiFeaturesConfigured && (
<FormField
control={form.control}
name="aiFeaturesEnabled"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>AI Features</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger className="bg-background text-muted-foreground">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Enabled</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>Disabled</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Enable AI-powered features such as automatic recipient detection. When
enabled, document content will be sent to AI providers. We only use providers
that do not retain data for training and prefer European regions where
available.
</Trans>
</FormDescription>
</FormItem>
)}
/>
)}
<div className="flex flex-row justify-end space-x-4">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Update</Trans>
+2 -1
View File
@@ -110,7 +110,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
<Label htmlFor="email" className="text-muted-foreground">
<Trans>Email</Trans>
</Label>
<Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
<Input id="email" type="email" className="mt-2 bg-muted" value={user.email} disabled />
</div>
<FormField
@@ -124,6 +124,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
<FormControl>
<SignaturePadDialog
disabled={isSubmitting}
fullName={user.name ?? ''}
value={value}
onChange={(v) => onChange(v ?? '')}
/>
+3 -3
View File
@@ -201,7 +201,7 @@ export const SignInForm = ({
.otherwise(() => handleFallbackErrorMessages(error.code));
toast({
title: 'Something went wrong',
title: _(msg`Something went wrong`),
description: _(errorMessage),
duration: 10000,
variant: 'destructive',
@@ -244,11 +244,11 @@ export const SignInForm = ({
const errorMessage = match(error.code)
.with(
AuthenticationErrorCode.InvalidCredentials,
() => msg`The email or password provided is incorrect`,
() => msg`The email or password provided is incorrect.`,
)
.with(
AuthenticationErrorCode.InvalidTwoFactorCode,
() => msg`The two-factor authentication code provided is incorrect`,
() => msg`The two-factor authentication code provided is incorrect.`,
)
.otherwise(() => handleFallbackErrorMessages(error.code));
+1 -1
View File
@@ -131,7 +131,7 @@ export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
const errorMessage = match(error.code)
.with(
AppErrorCode.UNAUTHORIZED,
() => msg`You do not have permission to create a token for this team`,
() => msg`You do not have permission to create a token for this team.`,
)
.otherwise(() => msg`Something went wrong. Please try again later.`);
@@ -0,0 +1,78 @@
import { useEffect, useState } from 'react';
import { SearchIcon } from 'lucide-react';
import { cn } from '@documenso/ui/lib/utils';
export type AnimatedDocumentScannerProps = {
className?: string;
interval?: number;
};
export const AnimatedDocumentScanner = ({
className,
interval = 2500,
}: AnimatedDocumentScannerProps) => {
const [magPosition, setMagPosition] = useState({ x: 0, y: 0, page: 0 });
useEffect(() => {
const moveInterval = setInterval(() => {
setMagPosition({
x: Math.random() * 60 - 30,
y: Math.random() * 50 - 25,
page: Math.random() > 0.5 ? 1 : 0,
});
}, interval);
return () => clearInterval(moveInterval);
}, [interval]);
return (
<div className={cn('relative mx-auto h-36 w-56', className)}>
{/* Magnifying glass */}
<div
className="pointer-events-none absolute z-50 transition-all duration-1000 ease-in-out"
style={{
left: magPosition.page === 0 ? '25%' : '75%',
top: '50%',
transform: `translate(calc(-50% + ${magPosition.x}px), calc(-50% + ${magPosition.y}px))`,
}}
>
<SearchIcon className="h-8 w-8 text-foreground" />
</div>
{/* Book container */}
<div className="relative h-full w-full animate-pulse" style={{ perspective: '800px' }}>
<div className="relative h-full w-full" style={{ transformStyle: 'preserve-3d' }}>
{/* Left page */}
<div
className="absolute left-0 top-0 h-full w-[calc(50%)] origin-right overflow-hidden rounded-l-md border border-border bg-card shadow-md"
style={{ transform: 'rotateY(15deg) skewY(-1deg)' }}
>
<div className="absolute inset-3 space-y-2">
<div className="h-1.5 w-3/4 rounded-sm bg-muted" />
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-5/6 rounded-sm bg-muted" />
<div className="h-1.5 w-2/3 rounded-sm bg-muted" />
<div className="mt-3 h-6 w-3/4 rounded border border-dashed border-primary" />
</div>
</div>
{/* Right page */}
<div
className="absolute right-0 top-0 h-full w-[calc(50%)] origin-left overflow-hidden rounded-r-md border border-border bg-card shadow-md"
style={{ transform: 'rotateY(-15deg) skewY(1deg)' }}
>
<div className="absolute inset-3 space-y-2">
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-4/5 rounded-sm bg-muted" />
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-3/5 rounded-sm bg-muted" />
<div className="mt-3 h-6 w-2/3 rounded border border-dashed border-primary" />
</div>
</div>
</div>
</div>
</div>
);
};
@@ -56,13 +56,13 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
/>
<div
className="text-muted-foreground text-sm"
className="text-sm text-muted-foreground"
title={
signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined
}
>
<p>{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p>{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>
@@ -417,6 +417,7 @@ export const DirectTemplateSigningForm = ({
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
fullName={fullName}
value={signature ?? ''}
onChange={(value) => setSignature(value)}
typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
@@ -433,7 +434,7 @@ export const DirectTemplateSigningForm = ({
<div className="mt-4 flex gap-x-4">
<Button
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
size="lg"
variant="secondary"
disabled={isSubmitting}
@@ -57,12 +57,13 @@ export type DocumentSigningCompleteDialogProps = {
name: string;
email: string;
};
directTemplatePayload?: {
recipientPayload?: {
name: string;
email: string;
};
buttonSize?: 'sm' | 'lg';
position?: 'start' | 'end' | 'center';
disableNameInput?: boolean;
};
const ZNextSignerFormSchema = z.object({
@@ -89,10 +90,11 @@ export const DocumentSigningCompleteDialog = ({
recipient,
disabled = false,
allowDictateNextSigner = false,
directTemplatePayload,
recipientPayload,
defaultNextSigner,
buttonSize = 'lg',
position,
disableNameInput = false,
}: DocumentSigningCompleteDialogProps) => {
const { t } = useLingui();
@@ -113,11 +115,11 @@ export const DocumentSigningCompleteDialog = ({
},
});
const directRecipientForm = useForm<TDirectRecipientFormSchema>({
const recipientForm = useForm<TDirectRecipientFormSchema>({
resolver: zodResolver(ZDirectRecipientFormSchema),
defaultValues: {
name: directTemplatePayload?.name ?? '',
email: directTemplatePayload?.email ?? '',
name: recipientPayload?.name ?? '',
email: recipientPayload?.email ?? '',
},
});
@@ -145,16 +147,16 @@ export const DocumentSigningCompleteDialog = ({
const onFormSubmit = async (data: TNextSignerFormSchema) => {
try {
let directRecipient: { name: string; email: string } | undefined;
let recipientOverridePayload: { name: string; email: string } | undefined;
if (directTemplatePayload && !directTemplatePayload.email) {
const isFormValid = await directRecipientForm.trigger();
if (recipientPayload && !recipientPayload.email) {
const isFormValid = await recipientForm.trigger();
if (!isFormValid) {
return;
}
directRecipient = directRecipientForm.getValues();
recipientOverridePayload = recipientForm.getValues();
}
// Check if 2FA is required
@@ -168,7 +170,7 @@ export const DocumentSigningCompleteDialog = ({
? { name: data.name, email: data.email }
: undefined;
await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
await onSignatureComplete(nextSigner, data.accessAuthOptions, recipientOverridePayload);
} catch (error) {
const err = AppError.parseError(error);
@@ -222,7 +224,7 @@ export const DocumentSigningCompleteDialog = ({
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription>
<div className="text-muted-foreground max-w-[50ch]">
<div className="max-w-[50ch] text-muted-foreground">
{match(recipient.role)
.with(RecipientRole.VIEWER, () => (
<span className="inline-flex flex-wrap">
@@ -250,19 +252,19 @@ export const DocumentSigningCompleteDialog = ({
</DialogDescription>
</DialogHeader>
<div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
<p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
<div className="rounded-lg border border-border bg-muted/50 p-4 text-center">
<p className="text-sm font-medium text-muted-foreground">{documentTitle}</p>
</div>
{!showTwoFactorForm && (
<>
<fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
{directTemplatePayload && !directTemplatePayload.email && (
<Form {...directRecipientForm}>
{recipientPayload && !recipientPayload.email && (
<Form {...recipientForm}>
<div className="mb-4 flex flex-col gap-4">
<div className="flex flex-col gap-4 md:flex-row">
<FormField
control={directRecipientForm.control}
control={recipientForm.control}
name="name"
render={({ field }) => (
<FormItem className="flex-1">
@@ -274,7 +276,7 @@ export const DocumentSigningCompleteDialog = ({
{...field}
className="mt-2"
placeholder={t`Enter your name`}
disabled={isNameLocked}
disabled={isNameLocked || disableNameInput}
/>
</FormControl>
@@ -284,7 +286,7 @@ export const DocumentSigningCompleteDialog = ({
/>
<FormField
control={directRecipientForm.control}
control={recipientForm.control}
name="email"
render={({ field }) => (
<FormItem className="flex-1">
@@ -108,8 +108,8 @@ export const DocumentSigningForm = ({
await completeDocument({ nextSigner });
} catch (err) {
toast({
title: 'Error',
description: 'An error occurred while completing the document. Please try again.',
title: _(msg`Error`),
description: _(msg`An error occurred while completing the document. Please try again.`),
variant: 'destructive',
});
@@ -135,7 +135,7 @@ export const DocumentSigningForm = ({
<div className="flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
@@ -166,7 +166,7 @@ export const DocumentSigningForm = ({
) : recipient.role === RecipientRole.ASSISTANT ? (
<>
<form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
<fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
<fieldset className="rounded-2xl border border-border bg-white p-3 dark:bg-background">
<Controller
name="selectedSignerId"
control={assistantForm.control}
@@ -185,7 +185,7 @@ export const DocumentSigningForm = ({
.map((r) => (
<div
key={`${assistantSignersId}-${r.id}`}
className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
className="relative flex flex-col gap-4 rounded-lg border border-border bg-widget p-4"
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
@@ -203,15 +203,15 @@ export const DocumentSigningForm = ({
{r.name}
{r.id === recipient.id && (
<span className="text-muted-foreground ml-2">
<span className="ml-2 text-muted-foreground">
{_(msg`(You)`)}
</span>
)}
</Label>
<p className="text-muted-foreground text-xs">{r.email}</p>
<p className="text-xs text-muted-foreground">{r.email}</p>
</div>
</div>
<div className="text-muted-foreground text-xs leading-[inherit]">
<div className="text-xs leading-[inherit] text-muted-foreground">
{r.fields.length} {r.fields.length === 1 ? 'field' : 'fields'}
</div>
</div>
@@ -265,7 +265,7 @@ export const DocumentSigningForm = ({
<Input
type="text"
id="full-name"
className="bg-background mt-2"
className="mt-2 bg-background"
value={fullName}
onChange={(e) => setFullName(e.target.value.trimStart())}
/>
@@ -280,6 +280,7 @@ export const DocumentSigningForm = ({
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
@@ -294,7 +295,7 @@ export const DocumentSigningForm = ({
<div className="mt-6 flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
@@ -106,7 +106,7 @@ export const DocumentSigningMobileWidget = () => {
<motion.div
layout="size"
layoutId="document-signing-mobile-widget-progress-bar"
className="bg-documenso absolute inset-y-0 left-0"
className="bg-primary absolute inset-y-0 left-0"
style={{
width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
}}
@@ -187,45 +187,74 @@ export const DocumentSigningPageViewV1 = ({
<div className="mt-1.5 flex flex-wrap items-center justify-between gap-y-2 sm:mt-2.5 sm:gap-y-0">
<div className="max-w-[50ch]">
<span className="truncate text-muted-foreground" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
<span className="text-muted-foreground">
{match(recipient.role)
.with(RecipientRole.VIEWER, () =>
includeSenderDetails ? (
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
on behalf of "{document.team?.name}" has invited you to view this document
</Trans>
) : (
<Trans>has invited you to view this document</Trans>
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
has invited you to view this document
</Trans>
),
)
.with(RecipientRole.SIGNER, () =>
includeSenderDetails ? (
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
on behalf of "{document.team?.name}" has invited you to sign this document
</Trans>
) : (
<Trans>has invited you to sign this document</Trans>
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
has invited you to sign this document
</Trans>
),
)
.with(RecipientRole.APPROVER, () =>
includeSenderDetails ? (
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
on behalf of "{document.team?.name}" has invited you to approve this document
</Trans>
) : (
<Trans>has invited you to approve this document</Trans>
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
has invited you to approve this document
</Trans>
),
)
.with(RecipientRole.ASSISTANT, () =>
includeSenderDetails ? (
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
on behalf of "{document.team?.name}" has invited you to assist this document
</Trans>
) : (
<Trans>has invited you to assist this document</Trans>
<Trans>
<span className="truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
has invited you to assist this document
</Trans>
),
)
.otherwise(() => null)}
@@ -109,7 +109,7 @@ export const DocumentSigningPageViewV2 = () => {
<motion.div
layout="size"
layoutId="document-flow-container-step"
className="absolute inset-y-0 left-0 bg-documenso"
className="absolute inset-y-0 left-0 bg-primary"
style={{
width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
}}
@@ -74,8 +74,8 @@ export function DocumentSigningRejectDialog({
});
toast({
title: 'Document rejected',
description: 'The document has been successfully rejected.',
title: t`Document rejected`,
description: t`The document has been successfully rejected.`,
duration: 5000,
});
@@ -88,8 +88,8 @@ export function DocumentSigningRejectDialog({
}
} catch (err) {
toast({
title: 'Error',
description: 'An error occurred while rejecting the document. Please try again.',
title: t`Error`,
description: t`An error occurred while rejecting the document. Please try again.`,
variant: 'destructive',
duration: 5000,
});
@@ -56,8 +56,11 @@ export const DocumentSigningSignatureField = ({
const containerRef = useRef<HTMLDivElement>(null);
const [fontSize, setFontSize] = useState(2);
const { signature: providedSignature, setSignature: setProvidedSignature } =
useRequiredDocumentSigningContext();
const {
fullName,
signature: providedSignature,
setSignature: setProvidedSignature,
} = useRequiredDocumentSigningContext();
const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
@@ -236,13 +239,13 @@ export const DocumentSigningSignatureField = ({
type="Signature"
>
{isLoading && (
<div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
<Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
<div className="absolute inset-0 flex items-center justify-center rounded-md bg-background">
<Loader className="h-5 w-5 animate-spin text-primary md:h-8 md:w-8" />
</div>
)}
{state === 'empty' && (
<p className="group-hover:text-primary font-signature text-muted-foreground group-hover:text-recipient-green text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200">
<p className="font-signature text-[clamp(0.575rem,25cqw,1.2rem)] text-xl text-muted-foreground duration-200 group-hover:text-primary group-hover:text-recipient-green">
<Trans>Signature</Trans>
</p>
)}
@@ -259,7 +262,7 @@ export const DocumentSigningSignatureField = ({
<div ref={containerRef} className="flex h-full w-full items-center justify-center p-2">
<p
ref={signatureRef}
className="font-signature text-muted-foreground w-full overflow-hidden break-all text-center leading-tight duration-200"
className="w-full overflow-hidden break-all text-center font-signature leading-tight text-muted-foreground duration-200"
style={{ fontSize: `${fontSize}rem` }}
>
{signature?.typedSignature}
@@ -272,12 +275,13 @@ export const DocumentSigningSignatureField = ({
<DialogTitle>
<Trans>
Sign as {recipient.name}{' '}
<div className="text-muted-foreground h-5">({recipient.email})</div>
<div className="h-5 text-muted-foreground">({recipient.email})</div>
</Trans>
</DialogTitle>
<SignaturePad
className="mt-2"
fullName={fullName}
value={localSignature ?? ''}
onChange={({ value }) => setLocalSignature(value)}
typedSignatureEnabled={typedSignatureEnabled}
@@ -14,9 +14,10 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { formatDocumentsPath } from '@documenso/lib/utils/teams';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
import { cn } from '@documenso/ui/lib/utils';
import { DocumentUploadButton as DocumentUploadButtonPrimitive } from '@documenso/ui/primitives/document-upload-button';
import {
@@ -31,9 +32,13 @@ import { useCurrentTeam } from '~/providers/team';
export type DocumentUploadButtonLegacyProps = {
className?: string;
type: EnvelopeType;
};
export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLegacyProps) => {
export const DocumentUploadButtonLegacy = ({
className,
type,
}: DocumentUploadButtonLegacyProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { user } = useSession();
@@ -54,8 +59,18 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
const [isLoading, setIsLoading] = useState(false);
const { mutateAsync: createDocument } = trpc.document.create.useMutation();
const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
const disabledMessage = useMemo(() => {
if (!user.emailVerified) {
return msg`Verify your email to upload documents.`;
}
// No errors for templates.
if (type === EnvelopeType.TEMPLATE) {
return;
}
if (organisation.subscription && remaining.documents === 0) {
return msg`Document upload disabled due to unpaid invoices`;
}
@@ -64,11 +79,8 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
return msg`You have reached your document limit.`;
}
if (!user.emailVerified) {
return msg`Verify your email to upload documents.`;
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [remaining.documents, user.emailVerified, team]);
}, [remaining.documents, user.emailVerified, team, type]);
const onFileDrop = async (file: File) => {
try {
@@ -80,44 +92,62 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
meta: {
timezone: userTimezone,
},
} satisfies TCreateDocumentPayloadSchema;
} satisfies TCreateDocumentPayloadSchema | TCreateTemplatePayloadSchema;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
formData.append('file', file);
const { envelopeId: id } = await createDocument(formData);
// Handle legacy document creation.
if (type === EnvelopeType.DOCUMENT) {
const { envelopeId: id } = await createDocument(formData);
void refreshLimits();
void refreshLimits();
await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
toast({
title: _(msg`Document uploaded`),
description: _(msg`Your document has been uploaded successfully.`),
duration: 5000,
});
toast({
title: _(msg`Document uploaded`),
description: _(msg`Your document has been uploaded successfully.`),
duration: 5000,
});
analytics.capture('App: Document Uploaded', {
userId: user.id,
documentId: id,
timestamp: new Date().toISOString(),
});
analytics.capture('App: Document Uploaded', {
userId: user.id,
documentId: id,
timestamp: new Date().toISOString(),
});
}
// Handle legacy template creation.
if (type === EnvelopeType.TEMPLATE) {
const { envelopeId: id } = await createTemplate(formData);
await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
toast({
title: _(msg`Template document uploaded`),
description: _(
msg`Your document has been uploaded successfully. You will be redirected to the template page.`,
),
duration: 5000,
});
}
} catch (err) {
const error = AppError.parseError(err);
console.error(err);
const errorMessage = match(error.code)
.with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
.with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs.`)
.with(
AppErrorCode.LIMIT_EXCEEDED,
() => msg`You have reached your document limit for this month. Please upgrade your plan.`,
)
.with(
'ENVELOPE_ITEM_LIMIT_EXCEEDED',
() => msg`You have reached the limit of the number of files per envelope`,
() => msg`You have reached the limit of the number of files per envelope.`,
)
.otherwise(() => msg`An error occurred while uploading your document.`);
@@ -149,17 +179,18 @@ export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLe
<div>
<DocumentUploadButtonPrimitive
loading={isLoading}
disabled={remaining.documents === 0 || !user.emailVerified}
disabled={disabledMessage !== undefined}
disabledMessage={disabledMessage}
onDrop={async (files) => onFileDrop(files[0])}
onDropRejected={onFileDropRejected}
type={EnvelopeType.DOCUMENT}
type={type}
internalVersion="1"
/>
</div>
</TooltipTrigger>
{team?.id === undefined &&
type === EnvelopeType.DOCUMENT &&
remaining.documents > 0 &&
Number.isFinite(remaining.documents) && (
<TooltipContent>
@@ -1,28 +1,31 @@
import { lazy, useEffect, useMemo } from 'react';
import { lazy, useEffect, useMemo, useState } from 'react';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { FieldType, RecipientRole } from '@prisma/client';
import { FileTextIcon } from 'lucide-react';
import { Link, useSearchParams } from 'react-router';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
import { FileTextIcon, SparklesIcon } from 'lucide-react';
import { Link, useRevalidator, useSearchParams } from 'react-router';
import { isDeepEqual } from 'remeda';
import { match } from 'ts-pattern';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
import type {
TCheckboxFieldMeta,
TDateFieldMeta,
TDropdownFieldMeta,
TEmailFieldMeta,
TFieldMetaSchema,
TInitialsFieldMeta,
TNameFieldMeta,
TNumberFieldMeta,
TRadioFieldMeta,
TSignatureFieldMeta,
TTextFieldMeta,
import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
import {
FIELD_META_DEFAULT_VALUES,
type TCheckboxFieldMeta,
type TDateFieldMeta,
type TDropdownFieldMeta,
type TEmailFieldMeta,
type TFieldMetaSchema,
type TInitialsFieldMeta,
type TNameFieldMeta,
type TNumberFieldMeta,
type TRadioFieldMeta,
type TSignatureFieldMeta,
type TTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
@@ -31,6 +34,8 @@ import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/al
import { Button } from '@documenso/ui/primitives/button';
import { Separator } from '@documenso/ui/primitives/separator';
import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
import { EditorFieldDropdownForm } from '~/components/forms/editor/editor-field-dropdown-form';
@@ -41,6 +46,7 @@ import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-nu
import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
import { useCurrentTeam } from '~/providers/team';
import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
@@ -67,11 +73,17 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
export const EnvelopeEditorFieldsPage = () => {
const [searchParams] = useSearchParams();
const team = useCurrentTeam();
const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
const { currentEnvelopeItem } = useCurrentEnvelopeRender();
const { t } = useLingui();
const { _ } = useLingui();
const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
const { revalidate } = useRevalidator();
const selectedField = useMemo(
() => structuredClone(editorFields.selectedField),
@@ -96,6 +108,24 @@ export const EnvelopeEditorFieldsPage = () => {
}
};
const onFieldDetectionComplete = (fields: NormalizedFieldWithContext[]) => {
for (const field of fields) {
editorFields.addField({
height: field.height,
width: field.width,
positionX: field.positionX,
positionY: field.positionY,
type: field.type,
envelopeItemId: field.envelopeItemId,
recipientId: field.recipientId,
page: field.pageNumber,
fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[field.type]),
});
}
setIsAiFieldDialogOpen(false);
};
/**
* Set the selected recipient to the first recipient in the envelope.
*/
@@ -108,6 +138,22 @@ export const EnvelopeEditorFieldsPage = () => {
editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
}, []);
const onDetectClick = () => {
if (!team.preferences.aiFeaturesEnabled) {
setIsAiEnableDialogOpen(true);
return;
}
setIsAiFieldDialogOpen(true);
};
const onAiFeaturesEnabled = () => {
void revalidate().then(() => {
setIsAiEnableDialogOpen(false);
setIsAiFieldDialogOpen(true);
});
};
return (
<div className="relative flex h-full">
<div className="flex w-full flex-col overflow-y-auto">
@@ -202,6 +248,37 @@ export const EnvelopeEditorFieldsPage = () => {
selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
/>
<Button
type="button"
variant="outline"
size="sm"
className="mt-4 w-full"
onClick={onDetectClick}
disabled={envelope.status !== DocumentStatus.DRAFT}
title={
envelope.status !== DocumentStatus.DRAFT
? _(msg`You can only detect fields in draft envelopes`)
: undefined
}
>
<SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Detect with AI</Trans>
</Button>
<AiFieldDetectionDialog
open={isAiFieldDialogOpen}
onOpenChange={setIsAiFieldDialogOpen}
onComplete={onFieldDetectionComplete}
envelopeId={envelope.id}
teamId={envelope.teamId}
/>
<AiFeaturesEnableDialog
open={isAiEnableDialogOpen}
onOpenChange={setIsAiEnableDialogOpen}
onEnabled={onAiFeaturesEnabled}
/>
</section>
{/* Field details section. */}
@@ -243,7 +320,7 @@ export const EnvelopeEditorFieldsPage = () => {
<div className="px-4 [&_label]:text-xs [&_label]:text-foreground/70">
<h3 className="text-sm font-semibold">
{t(FieldSettingsTypeTranslations[selectedField.type])}
{_(FieldSettingsTypeTranslations[selectedField.type])}
</h3>
{match(selectedField.type)
@@ -30,18 +30,11 @@ import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
export default function EnvelopeEditorHeader() {
const { t } = useLingui();
const {
envelope,
isDocument,
isTemplate,
updateEnvelope,
autosaveError,
relativePath,
editorFields,
} = useCurrentEnvelopeEditor();
const { envelope, isDocument, isTemplate, updateEnvelope, autosaveError, relativePath } =
useCurrentEnvelopeEditor();
return (
<nav className="bg-background border-border w-full border-b px-4 py-3 md:px-6">
<nav className="w-full border-b border-border bg-background px-4 py-3 md:px-6">
<div className="flex items-center justify-between">
<div className="flex items-center space-x-4">
<Link to="/">
@@ -147,10 +140,6 @@ export default function EnvelopeEditorHeader() {
{isDocument && (
<>
<EnvelopeDistributeDialog
envelope={{
...envelope,
fields: editorFields.localFields,
}}
documentRootPath={relativePath.documentRootPath}
trigger={
<Button size="sm">
@@ -8,12 +8,13 @@ import {
type SensorAPI,
} from '@hello-pangea/dnd';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { plural } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
import { motion } from 'framer-motion';
import { GripVerticalIcon, HelpCircleIcon, PlusIcon, TrashIcon } from 'lucide-react';
import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
import { useFieldArray, useForm, useWatch } from 'react-hook-form';
import { useRevalidator, useSearchParams } from 'react-router';
import { isDeepEqual, prop, sortBy } from 'remeda';
import { z } from 'zod';
@@ -22,10 +23,12 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import {
ZRecipientActionAuthTypesSchema,
ZRecipientAuthOptionsSchema,
} from '@documenso/lib/types/document-auth';
import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
import { nanoid } from '@documenso/lib/universal/id';
import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
@@ -60,15 +63,16 @@ import { Input } from '@documenso/ui/primitives/input';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
import { useCurrentTeam } from '~/providers/team';
const ZEnvelopeRecipientsForm = z.object({
signers: z.array(
z.object({
formId: z.string().min(1),
id: z.number().optional(),
email: z
.string()
.email({ message: msg`Invalid email`.id })
.min(1),
email: ZRecipientEmailSchema,
name: z.string(),
role: z.nativeEnum(RecipientRole),
signingOrder: z.number().optional(),
@@ -85,13 +89,59 @@ export const EnvelopeEditorRecipientForm = () => {
const { envelope, setRecipientsDebounced, updateEnvelope } = useCurrentEnvelopeEditor();
const organisation = useCurrentOrganisation();
const team = useCurrentTeam();
const { t } = useLingui();
const { toast } = useToast();
const { remaining } = useLimits();
const { user } = useSession();
const [searchParams, setSearchParams] = useSearchParams();
const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
// AI recipient detection dialog state
const [isAiDialogOpen, setIsAiDialogOpen] = useState(() => searchParams.get('ai') === 'true');
const { revalidate } = useRevalidator();
const onAiDialogOpenChange = (open: boolean) => {
if (open && !team.preferences.aiFeaturesEnabled) {
setIsAiEnableDialogOpen(true);
setIsAiDialogOpen(false);
return;
}
setIsAiDialogOpen(open);
if (!open && searchParams.get('ai') === 'true') {
setSearchParams(
(prev) => {
const newParams = new URLSearchParams(prev);
newParams.delete('ai');
return newParams;
},
{ replace: true },
);
}
};
const onDetectRecipientsClick = () => {
if (!team.preferences.aiFeaturesEnabled) {
setIsAiEnableDialogOpen(true);
return;
}
setIsAiDialogOpen(true);
};
const onAiFeaturesEnabled = () => {
void revalidate().then(() => {
setIsAiEnableDialogOpen(false);
setIsAiDialogOpen(true);
});
};
const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
@@ -201,12 +251,13 @@ export const EnvelopeEditorRecipientForm = () => {
keyName: 'nativeId',
});
const emptySigners = useCallback(
() => form.getValues('signers').filter((signer) => signer.email === ''),
[form],
const emptySignerIndex = watchedSigners.findIndex(
(signer) =>
!signer.name &&
!signer.email &&
envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
);
const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
const isUserAlreadyARecipient = watchedSigners.some(
(signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
);
@@ -244,6 +295,77 @@ export const EnvelopeEditorRecipientForm = () => {
});
};
const onAiDetectionComplete = (detectedRecipients: TDetectedRecipientSchema[]) => {
const currentSigners = form.getValues('signers');
let nextSigningOrder =
currentSigners.length > 0
? Math.max(...currentSigners.map((s) => s.signingOrder ?? 0)) + 1
: 1;
// If the only signer is the default empty signer lets just replace it with the detected recipients
if (currentSigners.length === 1 && !currentSigners[0].name && !currentSigners[0].email) {
form.setValue(
'signers',
detectedRecipients.map((recipient, index) => ({
formId: nanoid(12),
name: recipient.name,
email: recipient.email,
role: recipient.role,
actionAuth: [],
signingOrder: index + 1,
})),
{
shouldValidate: true,
shouldDirty: true,
},
);
return;
}
for (const recipient of detectedRecipients) {
const emailExists = currentSigners.some(
(s) => s.email.toLowerCase() === recipient.email.toLowerCase(),
);
const nameExists = currentSigners.some(
(s) => s.name.toLowerCase() === recipient.name.toLowerCase(),
);
if ((emailExists && recipient.email) || (nameExists && recipient.name)) {
continue;
}
currentSigners.push({
formId: nanoid(12),
name: recipient.name,
email: recipient.email,
role: recipient.role,
actionAuth: [],
signingOrder: nextSigningOrder,
});
nextSigningOrder += 1;
}
form.setValue('signers', normalizeSigningOrders(currentSigners), {
shouldValidate: true,
shouldDirty: true,
});
toast({
title: plural(detectedRecipients.length, {
one: `Recipient added`,
other: `Recipients added`,
}),
description: plural(detectedRecipients.length, {
one: `# recipient have been added from AI detection.`,
other: `# recipients have been added from AI detection.`,
}),
});
};
const onRemoveSigner = (index: number) => {
const signer = signers[index];
@@ -306,8 +428,14 @@ export const EnvelopeEditorRecipientForm = () => {
index: number,
suggestion: RecipientAutoCompleteOption,
) => {
setValue(`signers.${index}.email`, suggestion.email);
setValue(`signers.${index}.name`, suggestion.name || '');
setValue(`signers.${index}.email`, suggestion.email, {
shouldValidate: true,
shouldDirty: true,
});
setValue(`signers.${index}.name`, suggestion.name || '', {
shouldValidate: true,
shouldDirty: true,
});
};
const onDragEnd = useCallback(
@@ -460,21 +588,7 @@ export const EnvelopeEditorRecipientForm = () => {
return;
}
const formValueSigners = formValues.signers || [];
// Remove the last signer if it's empty.
const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
if (i === formValueSigners.length - 1 && signer.email === '') {
return false;
}
return true;
});
const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
...formValues,
signers: nonEmptyRecipients,
});
const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
if (!validatedFormValues.success) {
return;
@@ -543,6 +657,28 @@ export const EnvelopeEditorRecipientForm = () => {
</div>
<div className="flex flex-row items-center space-x-2">
<Tooltip>
<TooltipTrigger asChild>
<Button
variant="outline"
type="button"
size="sm"
disabled={isSubmitting}
onClick={onDetectRecipientsClick}
>
<SparklesIcon className="h-4 w-4" />
</Button>
</TooltipTrigger>
<TooltipContent>
{team.preferences.aiFeaturesEnabled ? (
<Trans>Detect recipients with AI</Trans>
) : (
<Trans>Enable AI detection</Trans>
)}
</TooltipContent>
</Tooltip>
<Button
variant="outline"
className="flex flex-row items-center"
@@ -570,7 +706,7 @@ export const EnvelopeEditorRecipientForm = () => {
<CardContent>
<AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
<Form {...form}>
<div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
<div className="-mt-2 mb-2 space-y-4 rounded-md bg-accent/50 p-4">
{organisation.organisationClaim.flags.cfr21 && (
<div className="flex flex-row items-center">
<Checkbox
@@ -618,9 +754,7 @@ export const EnvelopeEditorRecipientForm = () => {
});
}
}}
disabled={
isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
}
disabled={isSubmitting || hasDocumentBeenSent}
/>
</FormControl>
@@ -634,7 +768,7 @@ export const EnvelopeEditorRecipientForm = () => {
<Tooltip>
<TooltipTrigger asChild>
<span className="text-muted-foreground ml-1 cursor-help">
<span className="ml-1 cursor-help text-muted-foreground">
<HelpCircleIcon className="h-3.5 w-3.5" />
</span>
</TooltipTrigger>
@@ -679,7 +813,7 @@ export const EnvelopeEditorRecipientForm = () => {
<Tooltip>
<TooltipTrigger asChild>
<span className="text-muted-foreground ml-1 cursor-help">
<span className="ml-1 cursor-help text-muted-foreground">
<HelpCircleIcon className="h-3.5 w-3.5" />
</span>
</TooltipTrigger>
@@ -716,7 +850,7 @@ export const EnvelopeEditorRecipientForm = () => {
>
{signers.map((signer, index) => (
<Draggable
key={`${signer.id}-${signer.signingOrder}`}
key={`${signer.nativeId}-${signer.signingOrder}`}
draggableId={signer['nativeId']}
index={index}
isDragDisabled={
@@ -732,7 +866,7 @@ export const EnvelopeEditorRecipientForm = () => {
{...provided.draggableProps}
{...provided.dragHandleProps}
className={cn('py-1', {
'bg-widget-foreground pointer-events-none rounded-md pt-2':
'pointer-events-none rounded-md bg-widget-foreground pt-2':
snapshot.isDragging,
})}
>
@@ -806,7 +940,7 @@ export const EnvelopeEditorRecipientForm = () => {
})}
>
{!showAdvancedSettings && index === 0 && (
<FormLabel required>
<FormLabel>
<Trans>Email</Trans>
</FormLabel>
)}
@@ -860,7 +994,7 @@ export const EnvelopeEditorRecipientForm = () => {
<FormControl>
<RecipientAutoCompleteInput
type="text"
placeholder={t`Name`}
placeholder={t`Recipient ${index + 1}`}
{...field}
disabled={
snapshot.isDragging ||
@@ -992,6 +1126,20 @@ export const EnvelopeEditorRecipientForm = () => {
onOpenChange={setShowSigningOrderConfirmation}
onConfirm={handleSigningOrderDisable}
/>
<AiRecipientDetectionDialog
open={isAiDialogOpen}
onOpenChange={onAiDialogOpenChange}
onComplete={onAiDetectionComplete}
envelopeId={envelope.id}
teamId={envelope.teamId}
/>
<AiFeaturesEnableDialog
open={isAiEnableDialogOpen}
onOpenChange={setIsAiEnableDialogOpen}
onEnabled={onAiFeaturesEnabled}
/>
</CardContent>
</Card>
);
@@ -687,8 +687,10 @@ export const EnvelopeEditorSettingsDialog = ({
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply To Email</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Trans>
Reply To Email{' '}
<span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
@@ -726,8 +728,9 @@ export const EnvelopeEditorSettingsDialog = ({
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Message</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Trans>
Message <span className="text-muted-foreground">(Optional)</span>
</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
@@ -2,7 +2,7 @@ import { useMemo, useState } from 'react';
import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
import type { DropResult } from '@hello-pangea/dnd';
import { msg } from '@lingui/core/macro';
import { msg, plural } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { DocumentStatus } from '@prisma/client';
import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
@@ -226,7 +226,12 @@ export const EnvelopeEditorUploadPage = () => {
}
if (maximumEnvelopeItemCount <= localFiles.length) {
return msg`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`;
return msg({
message: plural(maximumEnvelopeItemCount, {
one: `You cannot upload more than # item per envelope.`,
other: `You cannot upload more than # items per envelope.`,
}),
});
}
return null;
@@ -240,7 +245,10 @@ export const EnvelopeEditorUploadPage = () => {
if (maxItemsReached) {
toast({
title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
title: plural(maximumEnvelopeItemCount, {
one: `You cannot upload more than # item per envelope.`,
other: `You cannot upload more than # items per envelope.`,
}),
duration: 5000,
variant: 'destructive',
});
@@ -152,30 +152,30 @@ export default function EnvelopeEditor() {
envelopeEditorSteps.find((step) => step.id === currentStep) || envelopeEditorSteps[0];
return (
<div className="dark:bg-background h-screen w-screen bg-gray-50">
<div className="h-screen w-screen bg-gray-50 dark:bg-background">
<EnvelopeEditorHeader />
{/* Main Content Area */}
<div className="flex h-[calc(100vh-4rem)] w-screen">
{/* Left Section - Step Navigation */}
<div className="bg-background border-border flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4">
<div className="flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r border-border bg-background py-4">
{/* Left section step selector. */}
<div className="px-4">
<h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
<h3 className="flex items-end justify-between text-sm font-semibold text-foreground">
{isDocument ? <Trans>Document Editor</Trans> : <Trans>Template Editor</Trans>}
<span className="text-muted-foreground bg-muted/50 ml-2 rounded border px-2 py-0.5 text-xs">
<span className="ml-2 rounded border bg-muted/50 px-2 py-0.5 text-xs text-muted-foreground">
<Trans context="The step counter">
Step {currentStepData.order}/{envelopeEditorSteps.length}
</Trans>
</span>
</h3>
<div className="bg-muted relative my-4 h-[4px] rounded-md">
<div className="relative my-4 h-[4px] rounded-md bg-muted">
<motion.div
layout="size"
layoutId="document-flow-container-step"
className="bg-documenso absolute inset-y-0 left-0"
className="absolute inset-y-0 left-0 bg-primary"
style={{
width: `${(100 / envelopeEditorSteps.length) * (currentStepData.order ?? 0)}%`,
}}
@@ -219,7 +219,7 @@ export default function EnvelopeEditor() {
>
{t(step.title)}
</div>
<div className="text-muted-foreground text-xs">{t(step.description)}</div>
<div className="text-xs text-muted-foreground">{t(step.description)}</div>
</div>
</div>
</div>
@@ -232,7 +232,7 @@ export default function EnvelopeEditor() {
{/* Quick Actions. */}
<div className="space-y-3 px-4">
<h4 className="text-foreground text-sm font-semibold">
<h4 className="text-sm font-semibold text-foreground">
<Trans>Quick Actions</Trans>
</h4>
<EnvelopeEditorSettingsDialog
@@ -246,10 +246,6 @@ export default function EnvelopeEditor() {
{isDocument && (
<EnvelopeDistributeDialog
envelope={{
...envelope,
fields: editorFields.localFields,
}}
documentRootPath={relativePath.documentRootPath}
trigger={
<Button variant="ghost" size="sm" className="w-full justify-start">
@@ -1,5 +1,7 @@
import { useCallback, useState } from 'react';
import type { I18n } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
@@ -39,8 +41,15 @@ export const EnvelopeRecipientSelector = ({
fields,
align = 'start',
}: EnvelopeRecipientSelectorProps) => {
const { i18n } = useLingui();
const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
const getRecipientLabel = useCallback(
(recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
[recipients],
);
return (
<Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
<PopoverTrigger asChild>
@@ -49,7 +58,7 @@ export const EnvelopeRecipientSelector = ({
variant="outline"
role="combobox"
className={cn(
'bg-background text-muted-foreground hover:text-foreground justify-between font-normal',
'justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
getRecipientColorStyles(
Math.max(
recipients.findIndex((r) => r.id === selectedRecipient?.id),
@@ -59,16 +68,12 @@ export const EnvelopeRecipientSelector = ({
className,
)}
>
{selectedRecipient?.email && (
{selectedRecipient && (
<span className="flex-1 truncate text-left">
{selectedRecipient?.name} ({selectedRecipient?.email})
{getRecipientLabel(selectedRecipient)}
</span>
)}
{!selectedRecipient?.email && (
<span className="flex-1 truncate text-left">{selectedRecipient?.email}</span>
)}
<ChevronsUpDown className="ml-2 h-4 w-4" />
</Button>
</PopoverTrigger>
@@ -105,7 +110,7 @@ export const EnvelopeRecipientSelectorCommand = ({
fields,
placeholder,
}: EnvelopeRecipientSelectorCommandProps) => {
const { t } = useLingui();
const { t, i18n } = useLingui();
const recipientsByRole = useCallback(() => {
const recipientsByRole: Record<RecipientRole, Recipient[]> = {
@@ -154,6 +159,11 @@ export const EnvelopeRecipientSelectorCommand = ({
[fields, recipients],
);
const getRecipientLabel = useCallback(
(recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
[recipients],
);
return (
<Command
value={selectedRecipient ? selectedRecipient.id.toString() : undefined}
@@ -162,21 +172,21 @@ export const EnvelopeRecipientSelectorCommand = ({
<CommandInput placeholder={placeholder} />
<CommandEmpty>
<span className="text-muted-foreground inline-block px-4">
<span className="inline-block px-4 text-muted-foreground">
<Trans>No recipient matching this description was found.</Trans>
</span>
</CommandEmpty>
{recipientsByRoleToDisplay().map(([role, roleRecipients], roleIndex) => (
<CommandGroup key={roleIndex}>
<div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
<div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
{t(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
</div>
{roleRecipients.length === 0 && (
<div
key={`${role}-empty`}
className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
>
<Trans>No recipients with this role</Trans>
</div>
@@ -205,18 +215,12 @@ export const EnvelopeRecipientSelectorCommand = ({
}}
>
<span
className={cn('text-foreground/70 truncate', {
className={cn('truncate text-foreground/70', {
'text-foreground/80': recipient.id === selectedRecipient?.id,
'opacity-50': isRecipientDisabled(recipient.id),
})}
>
{recipient.name && (
<span title={`${recipient.name} (${recipient.email})`}>
{recipient.name} ({recipient.email})
</span>
)}
{!recipient.name && <span title={recipient.email}>{recipient.email}</span>}
{getRecipientLabel(recipient)}
</span>
<div className="ml-auto flex items-center justify-center">
@@ -234,7 +238,7 @@ export const EnvelopeRecipientSelectorCommand = ({
<Info className="z-50 ml-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<TooltipContent className="max-w-xs text-muted-foreground">
<Trans>
This document has already been sent to this recipient. You can no longer
edit this recipient.
@@ -250,3 +254,22 @@ export const EnvelopeRecipientSelectorCommand = ({
</Command>
);
};
const extractRecipientLabel = (recipient: Recipient, recipients: Recipient[], i18n: I18n) => {
if (recipient.name && recipient.email) {
return `${recipient.name} (${recipient.email})`;
}
if (recipient.name) {
return recipient.name;
}
if (recipient.email) {
return recipient.email;
}
// Since objects are basically pointers we can use `indexOf` rather than `findIndex`
const index = recipients.indexOf(recipient);
return i18n._(msg`Recipient ${index + 1}`);
};
@@ -41,7 +41,7 @@ export default function EnvelopeSignerForm() {
if (recipient.role === RecipientRole.ASSISTANT) {
return (
<fieldset className="embed--DocumentWidgetForm dark:bg-background border-border rounded-2xl sm:border sm:p-3">
<fieldset className="embed--DocumentWidgetForm rounded-2xl border-border sm:border sm:p-3 dark:bg-background">
<RadioGroup
className="gap-0 space-y-2 shadow-none sm:space-y-3"
value={selectedAssistantRecipient?.id?.toString()}
@@ -54,7 +54,7 @@ export default function EnvelopeSignerForm() {
.map((r) => (
<div
key={r.id}
className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
className="relative flex flex-col gap-4 rounded-lg border border-border bg-widget p-4"
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
@@ -69,15 +69,15 @@ export default function EnvelopeSignerForm() {
{r.name}
{r.id === recipient.id && (
<span className="text-muted-foreground ml-2">
<span className="ml-2 text-muted-foreground">
<Trans>(You)</Trans>
</span>
)}
</Label>
<p className="text-muted-foreground text-xs">{r.email}</p>
<p className="text-xs text-muted-foreground">{r.email}</p>
</div>
</div>
<div className="text-muted-foreground text-xs leading-[inherit]">
<div className="text-xs leading-[inherit] text-muted-foreground">
<Plural
value={assistantFields.filter((field) => field.recipientId === r.id).length}
one="# field"
@@ -103,7 +103,7 @@ export default function EnvelopeSignerForm() {
<Input
type="text"
id="full-name"
className="bg-background mt-2"
className="mt-2 bg-background"
value={fullName}
disabled={isNameLocked}
onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
@@ -119,6 +119,7 @@ export default function EnvelopeSignerForm() {
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={envelope.documentMeta.typedSignatureEnabled}
@@ -374,6 +374,7 @@ export default function EnvelopeSignerPageRenderer() {
.with({ type: FieldType.SIGNATURE }, (field) => {
handleSignatureFieldClick({
field,
fullName,
signature,
typedSignatureEnabled: envelope.documentMeta.typedSignatureEnabled,
uploadSignatureEnabled: envelope.documentMeta.uploadSignatureEnabled,
@@ -57,28 +57,37 @@ export const EnvelopeSignerCompleteDialog = () => {
return;
}
if (nextField.envelopeItemId !== currentEnvelopeItem?.id) {
const isEnvelopeItemSwitch = nextField.envelopeItemId !== currentEnvelopeItem?.id;
if (isEnvelopeItemSwitch) {
setCurrentEnvelopeItem(nextField.envelopeItemId);
}
const fieldTooltip = document.querySelector(`#field-tooltip`);
if (fieldTooltip) {
fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
}
setShowPendingFieldTooltip(true);
setTimeout(
() => {
const fieldTooltip = document.querySelector(`#field-tooltip`);
if (fieldTooltip) {
fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
}
},
isEnvelopeItemSwitch ? 150 : 50,
);
};
const handleOnCompleteClick = async (
nextSigner?: { name: string; email: string },
accessAuthOptions?: TRecipientAccessAuth,
recipientDetails?: { name: string; email: string },
) => {
try {
await completeDocument({
token: recipient.token,
documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
accessAuthOptions,
recipientOverride: recipientDetails,
...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
});
@@ -198,21 +207,30 @@ export const EnvelopeSignerCompleteDialog = () => {
}
};
const directTemplatePayload = useMemo(() => {
const recipientPayload = useMemo(() => {
if (!isDirectTemplate) {
return;
return {
name:
recipient.name ||
recipient.fields.find((field) => field.type === FieldType.NAME)?.customText ||
'',
email:
recipient.email ||
recipient.fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
'',
};
}
return {
name: fullName,
email: email,
};
}, [email, fullName, isDirectTemplate]);
}, [email, fullName, isDirectTemplate, recipient.email, recipient.name, recipient.fields]);
return (
<DocumentSigningCompleteDialog
isSubmitting={isPending}
directTemplatePayload={directTemplatePayload}
recipientPayload={recipientPayload}
onSignatureComplete={
isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
}
@@ -223,6 +241,7 @@ export const EnvelopeSignerCompleteDialog = () => {
allowDictateNextSigner={Boolean(
nextRecipient && envelope.documentMeta.allowDictateNextSigner,
)}
disableNameInput={!isDirectTemplate && recipient.name !== ''}
defaultNextSigner={
nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
}
@@ -1,5 +1,6 @@
import { type ReactNode, useState } from 'react';
import { plural } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
@@ -115,19 +116,21 @@ export const EnvelopeDropZoneWrapper = ({
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${pathPrefix}/${id}/edit`);
const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
.with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
.with(
AppErrorCode.LIMIT_EXCEEDED,
() => t`You have reached your document limit for this month. Please upgrade your plan.`,
)
.with(
'ENVELOPE_ITEM_LIMIT_EXCEEDED',
() => t`You have reached the limit of the number of files per envelope`,
() => t`You have reached the limit of the number of files per envelope.`,
)
.otherwise(() => t`An error occurred during upload.`);
@@ -153,7 +156,10 @@ export const EnvelopeDropZoneWrapper = ({
if (maxItemsReached) {
toast({
title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
title: plural(maximumEnvelopeItemCount, {
one: `You cannot upload more than # item per envelope.`,
other: `You cannot upload more than # items per envelope.`,
}),
duration: 5000,
variant: 'destructive',
});
@@ -220,9 +226,9 @@ export const EnvelopeDropZoneWrapper = ({
{children}
{isDragActive && (
<div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
<div className="fixed left-0 top-0 z-[9999] h-full w-full bg-muted/60 backdrop-blur-[4px]">
<div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
<h2 className="text-foreground text-2xl font-semibold">
<h2 className="text-2xl font-semibold text-foreground">
{type === EnvelopeType.DOCUMENT ? (
<Trans>Upload Document</Trans>
) : (
@@ -230,7 +236,7 @@ export const EnvelopeDropZoneWrapper = ({
)}
</h2>
<p className="text-muted-foreground text-md mt-4">
<p className="text-md mt-4 text-muted-foreground">
<Trans>Drag and drop your PDF file here</Trans>
</p>
@@ -247,7 +253,7 @@ export const EnvelopeDropZoneWrapper = ({
team?.id === undefined &&
remaining.documents > 0 &&
Number.isFinite(remaining.documents) && (
<p className="text-muted-foreground/80 mt-4 text-sm">
<p className="mt-4 text-sm text-muted-foreground/80">
<Trans>
{remaining.documents} of {quota.documents} documents remaining this month.
</Trans>
@@ -258,10 +264,10 @@ export const EnvelopeDropZoneWrapper = ({
)}
{isLoading && (
<div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
<div className="absolute inset-0 z-50 bg-muted/30 backdrop-blur-[2px]">
<div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
<Loader className="text-primary h-12 w-12 animate-spin" />
<p className="text-foreground mt-8 font-medium">
<Loader className="h-12 w-12 animate-spin text-primary" />
<p className="mt-8 font-medium text-foreground">
<Trans>Uploading</Trans>
</p>
</div>
@@ -1,6 +1,6 @@
import { useMemo, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { msg, plural } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
@@ -108,7 +108,9 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${pathPrefix}/${id}/edit`);
const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
toast({
title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,
@@ -124,14 +126,14 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
console.error(err);
const errorMessage = match(error.code)
.with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
.with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
.with(
AppErrorCode.LIMIT_EXCEEDED,
() => t`You have reached your document limit for this month. Please upgrade your plan.`,
)
.with(
'ENVELOPE_ITEM_LIMIT_EXCEEDED',
() => t`You have reached the limit of the number of files per envelope`,
() => t`You have reached the limit of the number of files per envelope.`,
)
.otherwise(() => t`An error occurred while uploading your document.`);
@@ -153,7 +155,10 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
if (maxItemsReached) {
toast({
title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
title: plural(maximumEnvelopeItemCount, {
one: `You cannot upload more than # item per envelope.`,
other: `You cannot upload more than # items per envelope.`,
}),
duration: 5000,
variant: 'destructive',
});
@@ -15,7 +15,6 @@ import { FolderCreateDialog } from '~/components/dialogs/folder-create-dialog';
import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
import { FolderUpdateDialog } from '~/components/dialogs/folder-update-dialog';
import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
import { DocumentUploadButtonLegacy } from '~/components/general/document/document-upload-button-legacy';
import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
import { useCurrentTeam } from '~/providers/team';
@@ -70,7 +69,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
<div>
<div className="mb-4 flex flex-col gap-4 md:flex-row md:items-end md:justify-between">
<div
className="text-muted-foreground hover:text-muted-foreground/80 flex flex-1 items-center text-sm font-medium"
className="flex flex-1 items-center text-sm font-medium text-muted-foreground hover:text-muted-foreground/80"
data-testid="folder-grid-breadcrumbs"
>
<Link to={formatRootPath()} className="flex items-center">
@@ -100,10 +99,9 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
<div className="flex gap-4 sm:flex-row sm:justify-end">
<EnvelopeUploadButton type={type} folderId={parentId || undefined} />
{type === FolderType.DOCUMENT ? (
<DocumentUploadButtonLegacy /> // If you delete this, delete the component as well.
) : (
<TemplateCreateDialog folderId={parentId ?? undefined} /> // If you delete this, delete the component as well.
{/* If you delete this, delete the component as well. */}
{organisation.organisationClaim.flags.allowLegacyEnvelopes && (
<DocumentUploadButtonLegacy type={type} />
)}
<FolderCreateDialog type={type} />
@@ -113,7 +111,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
{isPending ? (
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
{Array.from({ length: 4 }).map((_, index) => (
<div key={index} className="border-border bg-card h-full rounded-lg border px-4 py-5">
<div key={index} className="h-full rounded-lg border border-border bg-card px-4 py-5">
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded" />
<div className="flex w-full items-center justify-between">
@@ -194,7 +192,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
{foldersData.folders.length > 12 && (
<div className="mt-2 flex items-center justify-center">
<Link
className="text-muted-foreground hover:text-foreground text-sm font-medium"
className="text-sm font-medium text-muted-foreground hover:text-foreground"
to={formatViewAllFoldersPath()}
>
View all folders
@@ -83,8 +83,8 @@ export const StackAvatarsWithTooltip = ({
fallbackText={recipientAbbreviation(recipient)}
/>
<div>
<p className="text-muted-foreground text-sm">{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>
@@ -107,8 +107,8 @@ export const StackAvatarsWithTooltip = ({
fallbackText={recipientAbbreviation(recipient)}
/>
<div>
<p className="text-muted-foreground text-sm">{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>
@@ -2,6 +2,7 @@ import { useEffect, useMemo, useState, useTransition } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Role, Subscription } from '@prisma/client';
import { Edit, Loader } from 'lucide-react';
import { Link } from 'react-router';
@@ -51,7 +52,7 @@ export const AdminDashboardUsersTable = ({
const columns = useMemo(() => {
return [
{
header: 'ID',
header: _(msg`ID`),
accessorKey: 'id',
cell: ({ row }) => <div>{row.original.id}</div>,
},
@@ -82,7 +83,7 @@ export const AdminDashboardUsersTable = ({
<Button className="w-24" asChild>
<Link to={`/admin/users/${row.original.id}`}>
<Edit className="-ml-1 mr-2 h-4 w-4" />
Edit
<Trans>Edit</Trans>
</Link>
</Button>
);
@@ -57,7 +57,7 @@ export const AdminDocumentRecipientItemTable = ({ recipient }: RecipientItemProp
const columns = useMemo(() => {
return [
{
header: 'ID',
header: _(msg`ID`),
accessorKey: 'id',
cell: ({ row }) => <div>{row.original.id}</div>,
},
@@ -113,7 +113,11 @@ export const AdminOrganisationsTable = ({
isPaid ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
}`}
>
{isPaid ? t`Paid` : t`Free`}
{isPaid ? (
<Trans context="Subscription status">Paid</Trans>
) : (
<Trans context="Subscription status">Free</Trans>
)}
</div>
);
},
@@ -131,7 +135,7 @@ export const AdminOrganisationsTable = ({
<ExternalLinkIcon className="h-4 w-4" />
</Link>
) : (
'None'
<Trans>None</Trans>
),
},
{
@@ -96,11 +96,11 @@ export const DocumentLogsTable = ({ documentId }: DocumentLogsTableProps) => {
cell: ({ row }) => <span>{formatDocumentAuditLogAction(_, row.original).description}</span>,
},
{
header: 'IP Address',
header: _(msg`IP Address`),
accessorKey: 'ipAddress',
},
{
header: 'Browser',
header: _(msg`Browser`),
cell: ({ row }) => {
if (!row.original.userAgent) {
return 'N/A';
@@ -82,7 +82,9 @@ export const OrganisationGroupsDataTable = () => {
cell: ({ row }) => (
<div className="flex justify-end space-x-2">
<Button asChild variant="outline">
<Link to={`/o/${organisation.url}/settings/groups/${row.original.id}`}>Manage</Link>
<Link to={`/o/${organisation.url}/settings/groups/${row.original.id}`}>
<Trans>Manage</Trans>
</Link>
</Button>
<OrganisationGroupDeleteDialog
@@ -104,7 +104,7 @@ export const SettingsSecurityActivityTable = () => {
},
},
{
header: 'IP Address',
header: _(msg`IP Address`),
accessorKey: 'ipAddress',
cell: ({ row }) => row.original.ipAddress ?? 'N/A',
},
@@ -28,19 +28,19 @@ export const UserBillingOrganisationsTable = () => {
const getSubscriptionStatusDisplay = (status: SubscriptionStatus | undefined) => {
return match(status)
.with(SubscriptionStatus.ACTIVE, () => ({
label: t`Active`,
label: t({ message: `Active`, context: `Subscription status` }),
variant: 'default' as const,
}))
.with(SubscriptionStatus.PAST_DUE, () => ({
label: t`Past Due`,
label: t({ message: `Past Due`, context: `Subscription status` }),
variant: 'warning' as const,
}))
.with(SubscriptionStatus.INACTIVE, () => ({
label: t`Inactive`,
label: t({ message: `Inactive`, context: `Subscription status` }),
variant: 'neutral' as const,
}))
.otherwise(() => ({
label: t`Free`,
label: t({ message: `Free`, context: `Subscription status` }),
variant: 'neutral' as const,
}));
};
+2
View File
@@ -10,6 +10,8 @@ import { HydratedRouter } from 'react-router/dom';
import { extractPostHogConfig } from '@documenso/lib/constants/feature-flags';
import { dynamicActivate } from '@documenso/lib/utils/i18n';
import './utils/polyfills/promise-with-resolvers';
function PosthogInit() {
const postHogConfig = extractPostHogConfig();
+16 -2
View File
@@ -46,12 +46,16 @@ export async function loader({ request }: Route.LoaderArgs) {
const { getTheme } = await themeSessionResolver(request);
let lang: SupportedLanguageCodes = await langCookie.parse(request.headers.get('cookie') ?? '');
const cookieHeader = request.headers.get('cookie') ?? '';
let lang: SupportedLanguageCodes = await langCookie.parse(cookieHeader);
if (!APP_I18N_OPTIONS.supportedLangs.includes(lang)) {
lang = extractLocaleData({ headers: request.headers }).lang;
}
const disableAnimations = cookieHeader.includes('__disable_animations=true');
let organisations = null;
if (session.isAuthenticated) {
@@ -62,6 +66,7 @@ export async function loader({ request }: Route.LoaderArgs) {
{
lang,
theme: getTheme(),
disableAnimations,
session: session.isAuthenticated
? {
user: session.user,
@@ -92,7 +97,8 @@ export function Layout({ children }: { children: React.ReactNode }) {
}
export function LayoutContent({ children }: { children: React.ReactNode }) {
const { publicEnv, session, lang, ...data } = useLoaderData<typeof loader>() || {};
const { publicEnv, session, lang, disableAnimations, ...data } =
useLoaderData<typeof loader>() || {};
const [theme] = useTheme();
@@ -111,6 +117,14 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
<meta name="google" content="notranslate" />
<PreventFlashOnWrongTheme ssrTheme={Boolean(data.theme)} />
{disableAnimations && (
<style
dangerouslySetInnerHTML={{
__html: `*, *::before, *::after { animation: none !important; transition: none !important; }`,
}}
/>
)}
{/* Fix: https://stackoverflow.com/questions/21147149/flash-of-unstyled-content-fouc-in-firefox-only-is-ff-slow-renderer */}
<script>0</script>
</head>
@@ -1,7 +1,7 @@
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType, SigningStatus } from '@prisma/client';
import { EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
import { DateTime } from 'luxon';
import { Link, redirect } from 'react-router';
@@ -86,7 +86,7 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
)}
</div>
<div className="text-muted-foreground mt-4 text-sm">
<div className="mt-4 text-sm text-muted-foreground">
<div>
<Trans>Created on</Trans>: {i18n.date(envelope.createdAt, DateTime.DATETIME_MED)}
</div>
@@ -112,7 +112,8 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
disabled={envelope.recipients.some(
(recipient) =>
recipient.signingStatus !== SigningStatus.SIGNED &&
recipient.signingStatus !== SigningStatus.REJECTED,
recipient.signingStatus !== SigningStatus.REJECTED &&
recipient.role !== RecipientRole.CC,
)}
onClick={() => resealDocument({ id: envelope.id })}
>
@@ -114,7 +114,7 @@ export default function AdminDocumentsPage() {
},
},
{
header: 'Last updated',
header: _(msg`Last updated`),
accessorKey: 'updatedAt',
cell: ({ row }) => i18n.date(row.original.updatedAt),
},
@@ -1,6 +1,10 @@
import { Trans } from '@lingui/react/macro';
import { Link } from 'react-router';
import { getOrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
import type { DateRange } from '@documenso/lib/types/search-params';
import { getAdminOrganisation } from '@documenso/trpc/server/admin-router/get-admin-organisation';
import { Button } from '@documenso/ui/primitives/button';
import { OrganisationInsightsTable } from '~/components/tables/organisation-insights-table';
@@ -38,12 +42,17 @@ export async function loader({ params, request }: Route.LoaderArgs) {
}
export default function OrganisationInsights({ loaderData }: Route.ComponentProps) {
const { insights, page, perPage, dateRange, view, organisationName } = loaderData;
const { insights, page, perPage, dateRange, view, organisationName, organisationId } = loaderData;
return (
<div>
<div className="flex items-center justify-between">
<h2 className="text-4xl font-semibold">{organisationName}</h2>
<Button variant="outline" asChild>
<Link to={`/admin/organisations/${organisationId}`}>
<Trans>Manage organisation</Trans>
</Link>
</Button>
</div>
<div className="mt-8">
<OrganisationInsightsTable
@@ -44,7 +44,7 @@ export async function loader({ request }: Route.LoaderArgs) {
const typedOrganisations: OrganisationOverview[] = organisations.map((item) => ({
id: String(item.id),
name: item.name || '',
signingVolume: item.signingVolume,
signingVolume: item.signingVolume || 0,
createdAt: item.createdAt || new Date(),
customerId: item.customerId || '',
subscriptionStatus: item.subscriptionStatus,
@@ -162,7 +162,13 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
<SettingsHeader
title={t`Manage organisation`}
subtitle={t`Manage the ${organisation.name} organisation`}
/>
>
<Button variant="outline" asChild>
<Link to={`/admin/organisation-insights/${organisationId}`}>
<Trans>View insights</Trans>
</Link>
</Button>
</SettingsHeader>
<GenericOrganisationAdminForm organisation={organisation} />
@@ -152,12 +152,6 @@ export default function AdminStatsPage({ loaderData }: Route.ComponentProps) {
<div className="mt-5 grid grid-cols-2 gap-8">
<MonthlyActiveUsersChart title={_(msg`MAU (signed in)`)} data={monthlyActiveUsers} />
<MonthlyActiveUsersChart
title={_(msg`Cumulative MAU (signed in)`)}
data={monthlyActiveUsers}
cummulative
/>
<AdminStatsUsersWithDocumentsChart
data={monthlyUsersWithDocuments}
title={_(msg`MAU (created document)`)}
@@ -120,7 +120,9 @@ export default function OrganisationSettingsTeamsPage() {
</div>
<Button asChild>
<Link to={`/o/${organisation.url}/settings`}>Manage Organisation</Link>
<Link to={`/o/${organisation.url}/settings`}>
<Trans>Manage Organisation</Trans>
</Link>
</Button>
</div>
@@ -178,7 +180,9 @@ const TeamDropdownMenu = ({ team }: { team: TGetOrganisationSessionResponse[0]['
<DropdownMenuTrigger asChild>
<Button variant="ghost" size="sm" className="h-8 w-8 p-0">
<MoreVerticalIcon className="h-4 w-4" />
<span className="sr-only">Open menu</span>
<span className="sr-only">
<Trans>Open menu</Trans>
</span>
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" onClick={(e) => e.stopPropagation()}>
@@ -87,9 +87,9 @@ export default function OrganisationSettingsBrandingPage() {
const settingsHeaderText = t`Branding Preferences`;
const settingsHeaderSubtitle = isPersonalLayoutMode
? t`Here you can set your general branding preferences`
? t`Here you can set your general branding preferences.`
: team
? t`Here you can set branding preferences for your team`
? t`Here you can set branding preferences for your team.`
: t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
return (
@@ -1,8 +1,10 @@
import { useLingui } from '@lingui/react/macro';
import { Loader } from 'lucide-react';
import { useLoaderData } from 'react-router';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { trpc } from '@documenso/trpc/react';
@@ -19,9 +21,16 @@ export function meta() {
return appMetaTags('Document Preferences');
}
export default function OrganisationSettingsDocumentPage() {
const { organisations } = useSession();
export const loader = () => {
return {
isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
};
};
export default function OrganisationSettingsDocumentPage() {
const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
const { organisations } = useSession();
const organisation = useCurrentOrganisation();
const { t } = useLingui();
@@ -48,6 +57,7 @@ export default function OrganisationSettingsDocumentPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
aiFeaturesEnabled,
} = data;
if (
@@ -56,7 +66,8 @@ export default function OrganisationSettingsDocumentPage() {
documentDateFormat === null ||
includeSenderDetails === null ||
includeSigningCertificate === null ||
includeAuditLog === null
includeAuditLog === null ||
aiFeaturesEnabled === null
) {
throw new Error('Should not be possible.');
}
@@ -74,6 +85,7 @@ export default function OrganisationSettingsDocumentPage() {
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
aiFeaturesEnabled,
},
});
@@ -93,14 +105,14 @@ export default function OrganisationSettingsDocumentPage() {
if (isLoadingOrganisation || !organisationWithSettings) {
return (
<div className="flex items-center justify-center rounded-lg py-32">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
<Loader className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
const settingsHeaderText = t`Document Preferences`;
const settingsHeaderSubtitle = isPersonalLayoutMode
? t`Here you can set your general document preferences`
? t`Here you can set your general document preferences.`
: t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
return (
@@ -110,6 +122,7 @@ export default function OrganisationSettingsDocumentPage() {
<section>
<DocumentPreferencesForm
canInherit={false}
isAiFeaturesConfigured={isAiFeaturesConfigured}
settings={organisationWithSettings.organisationGlobalSettings}
onFormSubmit={onDocumentPreferencesFormSubmit}
/>
@@ -65,7 +65,7 @@ export default function OrganisationSettingsGeneral() {
<div className="max-w-2xl">
<SettingsHeader
title={t`Email Preferences`}
subtitle={t`You can manage your email preferences here`}
subtitle={t`You can manage your email preferences here.`}
/>
<section>
@@ -1,5 +1,5 @@
import DocumentPage, { meta } from '../../o.$orgUrl.settings.document';
import DocumentPage, { loader, meta } from '../../o.$orgUrl.settings.document';
export { meta };
export { meta, loader };
export default DocumentPage;
@@ -1,6 +1,8 @@
import { useLingui } from '@lingui/react/macro';
import { Loader } from 'lucide-react';
import { useLoaderData } from 'react-router';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { trpc } from '@documenso/trpc/react';
import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -17,7 +19,15 @@ export function meta() {
return appMetaTags('Document Preferences');
}
export const loader = () => {
return {
isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
};
};
export default function TeamsSettingsPage() {
const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
const team = useCurrentTeam();
const { t } = useLingui();
@@ -40,6 +50,7 @@ export default function TeamsSettingsPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
aiFeaturesEnabled,
} = data;
await updateTeamSettings({
@@ -52,6 +63,7 @@ export default function TeamsSettingsPage() {
includeSenderDetails,
includeSigningCertificate,
includeAuditLog,
aiFeaturesEnabled,
...(signatureTypes.length === 0
? {
typedSignatureEnabled: null,
@@ -82,7 +94,7 @@ export default function TeamsSettingsPage() {
if (isLoadingTeam || !teamWithSettings) {
return (
<div className="flex items-center justify-center rounded-lg py-32">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
<Loader className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
@@ -97,6 +109,7 @@ export default function TeamsSettingsPage() {
<section>
<DocumentPreferencesForm
canInherit={true}
isAiFeaturesConfigured={isAiFeaturesConfigured}
settings={teamWithSettings.teamSettings}
onFormSubmit={onDocumentPreferencesSubmit}
/>
@@ -63,7 +63,7 @@ export default function TeamEmailSettingsGeneral() {
<div className="max-w-2xl">
<SettingsHeader
title={t`Email Preferences`}
subtitle={t`You can manage your email preferences here`}
subtitle={t`You can manage your email preferences here.`}
/>
<section>
@@ -185,6 +185,9 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
(log) =>
log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT && log.data.recipientId === recipientId,
),
[DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT]: auditLogs[
DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT
].filter((log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT),
[DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs[
DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED
].filter(
@@ -245,11 +248,11 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
<TableCell truncate={false} className="w-[min-content] max-w-[220px] align-top">
<div className="hyphens-auto break-words font-medium">{recipient.name}</div>
<div className="break-all">{recipient.email}</div>
<p className="text-muted-foreground mt-2 text-sm print:text-xs">
<p className="mt-2 text-sm text-muted-foreground print:text-xs">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
<p className="text-muted-foreground mt-2 text-sm print:text-xs">
<p className="mt-2 text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Authentication Level`)}:</span>{' '}
<span className="block">{getAuthenticationLevel(recipient.id)}</span>
</p>
@@ -273,13 +276,13 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
)}
{signature.signature?.typedSignature && (
<p className="font-signature text-center text-sm">
<p className="text-center font-signature text-sm">
{signature.signature?.typedSignature}
</p>
)}
</div>
<p className="text-muted-foreground mt-2 text-sm print:text-xs">
<p className="mt-2 text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Signature ID`)}:</span>{' '}
<span className="block font-mono uppercase">
{signature.secondaryId}
@@ -290,14 +293,14 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
<p className="text-muted-foreground">N/A</p>
)}
<p className="text-muted-foreground mt-2 text-sm print:text-xs">
<p className="mt-2 text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`IP Address`)}:</span>{' '}
<span className="inline-block">
{logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.ipAddress ?? _(msg`Unknown`)}
</span>
</p>
<p className="text-muted-foreground mt-1 text-sm print:text-xs">
<p className="mt-1 text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Device`)}:</span>{' '}
<span className="inline-block">
{getDevice(logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.userAgent)}
@@ -307,18 +310,22 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
<TableCell truncate={false} className="w-[min-content] align-top">
<div className="space-y-1">
<p className="text-muted-foreground text-sm print:text-xs">
<p className="text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Sent`)}:</span>{' '}
<span className="inline-block">
{logs.EMAIL_SENT[0]
? DateTime.fromJSDate(logs.EMAIL_SENT[0].createdAt)
.setLocale(APP_I18N_OPTIONS.defaultLocale)
.toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
: _(msg`Unknown`)}
: logs.DOCUMENT_SENT[0]
? DateTime.fromJSDate(logs.DOCUMENT_SENT[0].createdAt)
.setLocale(APP_I18N_OPTIONS.defaultLocale)
.toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
: _(msg`Unknown`)}
</span>
</p>
<p className="text-muted-foreground text-sm print:text-xs">
<p className="text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Viewed`)}:</span>{' '}
<span className="inline-block">
{logs.DOCUMENT_OPENED[0]
@@ -330,7 +337,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
</p>
{logs.DOCUMENT_RECIPIENT_REJECTED[0] ? (
<p className="text-muted-foreground text-sm print:text-xs">
<p className="text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Rejected`)}:</span>{' '}
<span className="inline-block">
{logs.DOCUMENT_RECIPIENT_REJECTED[0]
@@ -341,7 +348,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
</span>
</p>
) : (
<p className="text-muted-foreground text-sm print:text-xs">
<p className="text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Signed`)}:</span>{' '}
<span className="inline-block">
{logs.DOCUMENT_RECIPIENT_COMPLETED[0]
@@ -355,7 +362,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
</p>
)}
<p className="text-muted-foreground text-sm print:text-xs">
<p className="text-sm text-muted-foreground print:text-xs">
<span className="font-medium">{_(msg`Reason`)}:</span>{' '}
<span className="inline-block">
{recipient.signingStatus === SigningStatus.REJECTED
@@ -371,8 +371,9 @@ const SigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loade
to="https://documenso.com"
className="text-documenso-700 hover:text-documenso-600"
>
Check out Documenso.
Check out Documenso
</Link>
.
</Trans>
</p>
)}
@@ -470,8 +471,9 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade
to="https://documenso.com"
className="text-documenso-700 hover:text-documenso-600"
>
Check out Documenso.
Check out Documenso
</Link>
.
</Trans>
</p>
)}
@@ -115,7 +115,9 @@ export default function RejectedSigningPage({ loaderData }: Route.ComponentProps
{user && (
<Button className="mt-6" asChild>
<Link to={`/`}>Return Home</Link>
<Link to={`/`}>
<Trans>Return Home</Trans>
</Link>
</Button>
)}
</div>
@@ -98,7 +98,9 @@ export default function WaitingForTurnToSignPage({ loaderData }: Route.Component
</Button>
) : (
<Button variant="link" asChild>
<Link to="/">Return Home</Link>
<Link to="/">
<Trans>Return Home</Trans>
</Link>
</Button>
)}
</div>
@@ -1,9 +1,9 @@
import satori from 'satori';
import sharp from 'sharp';
import { P, match } from 'ts-pattern';
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import { getRecipientOrSenderByShareLinkSlug } from '@documenso/lib/server-only/document/get-recipient-or-sender-by-share-link-slug';
import { svgToPng } from '@documenso/lib/utils/images/svg-to-png';
import type { Route } from './+types/share.$slug.opengraph';
@@ -181,8 +181,7 @@ export const loader = async ({ params }: Route.LoaderArgs) => {
},
);
// Convert SVG to PNG using sharp
const pngBuffer = await sharp(Buffer.from(svg)).toFormat('png').toBuffer();
const pngBuffer = await svgToPng(svg.toString());
return new Response(pngBuffer, {
headers: {
@@ -1,6 +1,7 @@
import { useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { AlertTriangle, Building2, Database, Eye, Settings, UserCircle2 } from 'lucide-react';
import { data, isRouteErrorResponse } from 'react-router';
@@ -125,6 +126,7 @@ export async function loader({ params }: Route.LoaderArgs) {
export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Route.ComponentProps) {
const { token, type, user, organisation } = loaderData;
const { _ } = useLingui();
const { toast } = useToast();
const navigate = useNavigate();
@@ -136,12 +138,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
await navigate('/');
toast({
title: 'Account link declined',
title: _(msg`Account link declined`),
});
},
onError: (error) => {
toast({
title: 'Error declining account link',
title: _(msg`Error declining account link`),
description: error.message,
});
},
@@ -153,12 +155,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
await navigate(formatOrganisationLoginPath(organisation.url));
toast({
title: 'Account linked successfully',
title: _(msg`Account linked successfully`),
});
},
onError: (error) => {
toast({
title: 'Error linking account',
title: _(msg`Error linking account`),
description: error.message,
});
},
@@ -1,6 +1,5 @@
import sharp from 'sharp';
import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
import { loadLogo } from '@documenso/lib/utils/images/logo';
import { prisma } from '@documenso/prisma';
import type { Route } from './+types/branding.logo.organisation.$orgId';
@@ -63,16 +62,12 @@ export async function loader({ params }: Route.LoaderArgs) {
);
}
const img = await sharp(file)
.toFormat('png', {
quality: 80,
})
.toBuffer();
const { content, contentType } = await loadLogo(file);
return new Response(Buffer.from(img), {
return new Response(content, {
headers: {
'Content-Type': 'image/png',
'Content-Length': img.length.toString(),
'Content-Type': contentType,
'Content-Length': content.length.toString(),
// Stale while revalidate for 1 hours to 24 hours
'Cache-Control': 'public, s-maxage=3600, stale-while-revalidate=86400',
},

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