Commit graph

63 commits

Author SHA1 Message Date
Ephraim Duncan
4935f387bf
feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
David Nguyen
6d7bd212bf
fix: clean up duplicate dialogs (#2686) 2026-04-09 14:37:49 +10:00
Catalin Pit
5be71cca21
feat: add option to disable Document created from template (#2609) 2026-03-23 15:11:42 +11:00
Ted Liang
5dcdac7ecd
feat: support language in embedding (#2364) 2026-03-18 16:17:23 +11:00
Catalin Pit
455fef70bd
fix: folder view all page nested navigation and search filtering (#2450)
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
2026-03-17 12:02:32 +02:00
Ted Liang
83fbc70a1c
refactor: avoid recipient color duplication (#2355) 2026-03-13 15:52:15 +11:00
David Nguyen
6faa01d384
feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Konrad
d21b99825d
fix(i18n): add pluralization to expiration period picker (#2535) 2026-03-05 14:32:12 +11:00
Lucas Smith
006b1d0a57
feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
Louis Liu
ff9e6acb7a
fix(ui): clarify email settings labels (#2448) 2026-02-16 17:00:24 +11:00
Konrad
ca199e7885
fix(i18n): mark span strings for translation (#2494) 2026-02-16 12:07:53 +11:00
Konrad
912530ca17
fix: mark document visibility options for translation (#2330) 2026-01-12 10:17:03 +11:00
Konrad
a995961c4e
fix: mark document auth types for translation (#2331) 2026-01-12 09:28:16 +11:00
Konrad
d5e085d7ee
fix(i18n): mark document visibility strings for translation (#2263) 2025-12-01 11:02:55 +11:00
Catalin Pit
374477e692
refactor: improve layout of completed signing page (#2209) 2025-11-20 11:04:41 +11:00
samuel-cglg
74a03077b7
fix: placeholders translations (#2020) 2025-11-13 14:26:19 +11:00
David Nguyen
9fd9613076
feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
David Nguyen
d05bfa9fed
feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen
7f09ba72f4
feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00
Lucas Smith
3c646d9475
feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
Lucas Smith
4012022f55
fix: element visible race condition (#1996)
On larger documents we could accidentally start trying to render fields
while not all pages of the PDF have loaded due to us checking for a
single page existing. This would cause an error to be thrown, hard
locking those documents.

This change resolves this by grabbing the highest page number from the
given fields and using it for the visibility check instead.
2025-08-26 11:08:43 +10:00
Catalin Pit
deb3a63fb8
feat: allow empty placeholder emails on templates (#1930)
Allow users to create template placeholders without the placeholder
emails.
2025-08-12 20:41:23 +10:00
David Nguyen
3409aae411
feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +10:00
samuel-cglg
5570690b3b
fix: clicking on tooltip icon submit parent form (#1915) 2025-07-23 14:28:02 +10:00
Lucas Smith
55c8632620
feat: password reauthentication for documents and recipients (#1827)
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
David Nguyen
193325717d
fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


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

## [AFTER] Field UI Signing 


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

## [BEFORE] Signing a checkbox


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

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

## [AFTER] Signing a checkbox


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

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

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


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

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


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

## **[BEFORE]** Inserting fields


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

## **[AFTER]** Inserting fields


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

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


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

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


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

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


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

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


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

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +10:00
Ephraim Duncan
5958f38719
chore: set the default value on the top (#1734) 2025-04-08 23:35:32 +10:00
David Nguyen
063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
David Nguyen
596d30e2e5 fix: remove lazy pdf loader 2025-02-26 21:48:06 +11:00
David Nguyen
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
David Nguyen
0d3864548c
fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
Mythie
9d83bda12c fix: standardise checkboxes
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.

This change reverts all that and leaves it with sensible defaults
across dark and light mode.
2024-12-31 11:55:49 +11:00
Ephraim Duncan
a1a2d0801b
feat: notify owner when a recipient signs (#1549) 2024-12-26 22:04:13 +11:00
Catalin Pit
82deab41f4
fix: move permission check outside the document visibility component (#1543)
PR created because of this comment
https://github.com/documenso/documenso/pull/1521#discussion_r1881895305.
2024-12-17 17:03:08 +11:00
Catalin Pit
2245812f0b
fix: document visibility logic (#1521)
Update the logic of document visibility logic and added some tests &
updated some existing ones.
2024-12-16 09:10:40 +02:00
Lucas Smith
5fbed783fc
feat: add controls for sending completion emails to document owners (#1534)
Adds a new `ownerDocumentCompleted` to the email settings that controls
whether a document will be sent to the owner upon completion.

This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.

Also adds a flag to the public `sendDocument` endpoint which will adjust
this setting while sendint the document for users who aren't using
`emailSettings` on the `createDocument` endpoint.
2024-12-12 14:24:07 +11:00
Catalin Pit
23a0537648
feat: add global settings for teams (#1391)
## Description

This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.

### Include Sender Details

If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:

> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"

Otherwise, the email will say:

> "Example Team" has invited you to sign "document.pdf"

### Default Document Visibility

This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only

If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"

Otherwise, if there is a default document visibility value, it uses that
value.

#### Gotcha

To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
  * Similar to the other scenarios.

* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.

* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".

## Testing Performed

Tested it locally.
2024-11-08 22:50:49 +11:00
David Nguyen
f6bcf921d5
feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
David Nguyen
f199183c78
feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
Catalin Pit
fa6453e811
feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
Ajeet Pratap Singh
210081c520
fix: a grammer error (#1316)
## Description

<!--- Describe the changes introduced by this pull request. -->
In this PR, I've fixed a small grammar error.

## Related Issue

Fixes: #1315 

## Changes Made

It replaces `"wont"` with `"won't"` and `"Only your signing experience
is"` with `"Only your signing experience will be"`

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.


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


- **Bug Fixes**
- Updated text in the Document Share Button for enhanced clarity and
grammatical accuracy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: ajeet <109718740+ajeetcode@users.noreply.github.com>
2024-09-03 13:16:14 +03:00
David Nguyen
75c8772a02
feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
Roni Äikäs
71a8a3eaa6
chore: rename "none" document access to "no restrictions" (#1138)
## Description

Renames the "None" document access option to "No restrictions".
2024-07-29 12:40:36 +10:00
David Nguyen
1028184cf2
feat: initial i18n marketing implementation (#1223)
## Description

This PR introduces an initial i18n implementation using
[Lingui](https://lingui.dev).

We plan to combine it with Crowdin which will provide AI translations
when PRs are merged into main.

We plan to rollout i18n to only marketing for now, and will review how
everything goes before continuing to introduce it into the main
application.

## Reasoning

Why not use i18n-next or other alternatives?

To hopefully provide the best DX we chose Lingui because it allows us to
simply wrap text that we want to translate in tags, instead of forcing
users to do things such as:

- Update the text to `t('some-text')`
- Extract it to the file
- The text becomes a bit unreadable unless done correctly

Yes, plugins such as i18n-ally and Sherlock exist to simplify these
chores, but these require the user to be correctly setup in vscode, and
it also does not seem to provide the required configurations for our
multi app and multi UI package setup.

## Super simple demo

```html
// Before
<p>Text to update</p>

// After
<p>
  <Trans>Text to update</Trans>
</p>
```

## Related Issue

Relates to #885 but is only for marketing for now.

Another branch is slowly being prepared for the changes required for the
web application while we wait to see how this goes for marketing.

## Changes Made

Our configuration does not follow the general standard since we have
translations that cross:
- Web app
- Marketing app
- Constants package
- UI package

This means we want to separate translations into:
1. Marketing - Only translations extracted from `apps/marketing`
2. Web - Only translations extracted from `apps/web`
3. Common - Translations from `packages/constants` and `packages/ui`

Then we bundle, compile and minify the translations for production as
follows:
1. Marketing = Marketing + Common
2. Web = Web + Common

This allows us to only load the required translations when running each
application.

Overall general changes: 
- Add i18n to marketing
- Add core i18n setup to web
- Add pre-commit hook and GH action to extract any new <Trans> tags into
the translation files

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


- **New Features**
- Added Romanian localization for marketing messages to improve
accessibility for Romanian-speaking users.
- Introduced German and English translation modules and PO files to
enhance the application's internationalization capabilities.
- Integrated internationalization support in the RootLayout component
for dynamic language settings based on server-side configurations.
- Enhanced the Enterprise component with translation support to adapt to
user language preferences.
- Added a `<meta>` tag to prevent Google from translating the page
content, supporting internationalization efforts.

- **Bug Fixes**
- Resolved minor issues related to the structure and accessibility of
translation files.

- **Chores**
- Updated project dependencies to support the new localization features
and ensure stability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-07-26 14:56:42 +10:00
David Nguyen
2f86bb523b
feat: add template enhancements (#1154)
## Description

General enhancements for templates.

## Changes Made

Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents

Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates

## Testing Performed

Added E2E tests for templates and creating documents from templates
2024-05-10 19:45:19 +07:00
David Nguyen
a54eb54ef7
feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
Mythie
08f82b23dc fix: update env entries to evaluate at runtime 2024-01-31 22:32:42 +11:00
Catalin Pit
d451a7acce feat: add next-runtime-env 2024-01-25 10:48:20 +02:00
Mythie
4909eee401 feat: add viewing on completed page for pending documents 2024-01-22 21:36:46 +11:00
Ephraim Atta-Duncan
6a26ab4b2b
fix: toast import errors 2024-01-02 04:52:15 +00:00