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269 Commits

Author SHA1 Message Date
Mythie
123a709836 v1.9.1-rc.8 2025-03-06 20:30:15 +11:00
Catalin Pit
a41ac632d0 feat: allow fields prefill when generating a document from a template (#1615) 
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
 2025-03-06 09:44:09 +11:00
Mythie
235d846d2b v1.9.1-rc.7 2025-02-28 10:11:36 +11:00
Mythie
617e3a46e0 v1.9.1-rc.6 2025-02-28 09:10:16 +11:00
Mythie
1560218d4a v1.9.1-rc.5 2025-02-27 11:44:19 +11:00
Mythie
42e39f7ef1 v1.9.1-rc.4 2025-02-26 15:28:51 +11:00
Mythie
59c1e55233 v1.9.1-rc.3 2025-02-25 08:03:13 +11:00
Mythie
00b46561c2 v1.9.1-rc.2 2025-02-20 11:35:03 +11:00
Ephraim Duncan
2ff330f9d4 chore: update local seed data (#1622) 
## Description

Add multiple example documents, pending documents, and templates for
both admin and example users

## Changes Made
- Added seeding of multiple example documents and templates for both
example and admin users

## 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.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.
 2025-02-10 22:55:12 +11:00
Mythie
ce1c93b2a6 v1.9.1-rc.1 2025-02-05 21:03:15 +11:00
Mythie
cbad065dac v1.9.1-rc.0 2025-02-03 10:13:16 +11:00
Mythie
b9ae277041 v1.9.0 2025-02-03 09:33:08 +11:00
Mythie
7fad826d06 v1.9.0-rc.12 2025-02-01 15:53:18 +11:00
Lucas Smith
bcef84787d feat: bulk send templates via csv (#1578) 
Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550
 2025-01-28 15:33:32 +11:00
Mythie
dc36a8182c v1.9.0-rc.11 2025-01-21 09:49:22 +11:00
Mythie
058d9dd0ba v1.9.0-rc.10 2025-01-20 19:54:39 +11:00
Mythie
7c1e0f34e8 v1.9.0-rc.9 2025-01-20 16:08:15 +11:00
David Nguyen
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
David Nguyen
5750f2b477 feat: add prisma json types (#1583) 2025-01-15 13:46:45 +11:00
David Nguyen
901be70f97 feat: add consistent response schemas (#1582) 2025-01-14 00:43:35 +11:00
Mythie
dcaccb65f2 v1.9.0-rc.8 2025-01-13 10:21:05 +11:00
Mythie
4e197ac24c v1.9.0-rc.7 2025-01-09 15:07:11 +11:00
Mythie
07c852744b v1.9.0-rc.6 2025-01-08 20:18:09 +11:00
David Nguyen
cfe7b3a51f fix: remove marketing (#1562) 2024-12-31 15:45:22 +11:00
Mythie
98b2da5018 v1.9.0-rc.5 2024-12-26 13:41:04 +11:00
Mythie
22c9fb777b fix: perf improvements 2024-12-18 15:01:57 +11:00
Mythie
2da051a7f9 v1.9.0-rc.4 2024-12-18 08:14:50 +11:00
Mythie
861e9c976b v1.9.0-rc.3 2024-12-16 09:35:33 +11:00
David Nguyen
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
Mythie
a21ee2cea6 v1.9.0-rc.2 2024-12-13 15:16:26 +11:00
Mythie
c9fe134852 v1.9.0-rc.1 2024-12-12 10:31:44 +11:00
Mythie
ed862413b1 v1.9.0-rc.0 2024-12-11 09:48:01 +11:00
Ephraim Duncan
9d02ab4a5e feat: open page api (#1419) 2024-12-10 21:19:05 +11:00
David Nguyen
9f45fe62e4 fix: refactor teams router (#1500) 2024-12-05 22:14:47 +09:00
Mythie
0e7e9e17c9 v1.8.1 2024-12-05 13:57:05 +11:00
Mythie
b3ccb3d26f v1.8.1-rc.9 2024-12-05 13:53:35 +11:00
Mythie
0c53f5b061 v1.8.1-rc.8 2024-12-04 23:29:15 +11:00
Mythie
5e08d0cffb v1.8.1-rc.7 2024-12-04 22:43:41 +11:00
Mythie
a687064a42 v1.8.1-rc.6 2024-12-04 14:58:29 +11:00
Mythie
4282a96ee7 v1.8.1-rc.5 2024-12-03 15:44:10 +11:00
Mythie
9e8d0ac906 v1.8.1-rc.4 2024-12-02 22:07:31 +11:00
Mythie
4326e27a2a v1.8.1-rc.3 2024-12-02 07:48:03 +11:00
Mythie
87186e08b1 v1.8.1-rc.2 2024-11-29 15:09:03 +11:00
David Nguyen
98d85b086d feat: add initial api logging (#1494) 
Improve API logging and error handling between client and server side.
 2024-11-28 16:05:37 +07:00
Mythie
337bdb3553 v1.8.0-rc.1 2024-11-26 21:26:12 +11:00
Catalin Pit
ab654a63d8 chore: enable typed signature by default (#1436) 
Enable typed signature by default and also add the option to set a typed
signature in the profile page.
 2024-11-26 21:03:44 +11:00
Mythie
dcb7c2436f fix: update prettier and tailwind 2024-11-26 11:47:28 +11:00
Catalin Pit
fa33f83696 feat: download doc without signing certificate (#1477) 
## Description

I added the option of downloading a document without the signing
certificate for teams. They can disable/enable the option in the
preferences tab.

The signing certificate can still be downloaded separately from the
`logs` page.
 2024-11-25 15:47:26 +11:00
Lucas Smith
b15e1d6c47 feat: support whitelabelling in the embedding (#1491) 
## Description

Adds support for customising the theme and CSS for the embedding
components which is restricted to platform customers and above.

Additionally adds proper support for the platform plan which will let us
update our stripe products.

<img width="1040" alt="image"
src="https://github.com/user-attachments/assets/f694cd1e-ac93-4dc0-9f78-92fa813f6404">
<img width="1015" alt="image"
src="https://github.com/user-attachments/assets/4209972a-b2bd-40c9-9049-0367382a4de5">
<img width="1065" alt="image"
src="https://github.com/user-attachments/assets/fdbaaaa5-a028-4b1d-a58a-ea6224e21abe">


## Related Issue

N/A

## Changes Made

- Added support for using CSS Vars and CSS within the embedding route
- Added a guard for platform and enterprise plans to activate the custom
css
- Added support for the platform plan

## Testing Performed
Yes
 2024-11-25 15:47:00 +11:00
Mythie
2e2bc8382f v1.8.1-rc.0 2024-11-20 23:02:32 +11:00