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.
To be able to use the PATCH `/api/v1/documents/{id}/fields/{fieldId}`
endpoint, we need to know the fields ID of a particular document. The
issue #1178 suggested to create a new endpoint for this. To be
consistent with the `/templates` endpoint, I propose in this PR to
directly add the `fields` field to the `/documents/:id` endpoint.
## Description
Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.
## Related Issue
N/A
## Changes Made
- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await
## Testing Performed
- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
## Description
Adds user management capabilities to our current API. Allows for adding,
removing, listing and updating members of a given team using a valid API
token.
## Related Issue
N/A
## Changes Made
- Added an endpoint for inviting a team member
- Added an endpoint for removing a team member
- Added an endpoint for updating a team member
- Added an endpoint for listing team members
## Testing Performed
Tests were written for this feature request
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
Add the authOptions property to the document and
recipient related API endpoints.
These were previously missing so the only way API
users could set the authOptions was via templates
and using the generateTemplate endpoint.
Fixes#1318 and allows to submit a partial `fieldMeta` when updating a
field instead of replacing the current `fieldMeta`, to be consistent
with other endpoints.
## Description
Configure the advanced field via API.
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [x] I have tested these changes locally and they work as expected.
- [ ] 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.
- [ ] 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
- **New Features**
- Enhanced API functionality to support field metadata during field
creation.
- Introduced validation checks for field metadata to ensure necessary
information is provided for advanced field types.
- **Bug Fixes**
- Improved error handling during field creation to return properly
formatted error responses.
- **Documentation**
- Updated API schemas to include field metadata, enhancing data
validation and response structures.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
## Description
Adds the external ID column to documents and templates with an option to
configure it in the API or UI.
External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
Introduces the ability to not send an email when sending
(publishing) a document using the API.
Additionally returns the signing link for each recipient
when working with recipient API endpoints and returns
the document object including recipients when sending
documents via API.
## 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
## Description
Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.
This PR disables uploading any documents that cannot be loaded as a
temporary measure.
**Note**
This is a client side only check
## Changes Made
- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong
## Description
Allow users to download a completed document via API.
## Testing Performed
Tested the code locally by trying to download both draft and completed
docs. Works as expected.
## Checklist
- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Implemented functionality to download signed documents directly from
the app.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
Extracts the API implementation to a package so we can
potentially reuse it across different applications in the
event that we move off using a Next.js API route.
Additionally tidies up the tokens page and form to be more simplified.
