Refactored `DocSignedNotification` to remove inheritance from
`EnvelopeReceiverDto` and introduced a required `EnvelopeReceiver`
property. Updated all usages across the codebase to align with the
new structure, including controllers, handlers, and tests.
- Improved encapsulation and reduced coupling by making
dependencies explicit.
- Updated `AnnotationController`, `DocStatusHandler`,
`HistoryHandler`, and `SendSignedMailHandler` to use the
`EnvelopeReceiver` property.
- Adjusted `DocSignedNotificationTests` to reflect the new
instantiation pattern.
- Updated XML documentation and ensured consistent access to
`EnvelopeReceiver` properties like `EnvelopeId`, `ReceiverId`,
and `EmailAddress`.
Refactored `AnnotationController` to simplify `DocSignedNotification` creation and improve error handling. Replaced the `ToDocSignedNotification` extension method with direct instantiation of `DocSignedNotification`. Introduced a `try-catch` block to handle exceptions during notification publishing, ensuring a `RemoveSignatureNotification` is sent on failure.
Removed `ToDocSignedNotification` and `PublishSafely` extension methods, as their functionality was inlined into the controller. Updated tests to reflect these changes. Simplified the `DocSignedNotification` class by removing redundant methods.
Improved maintainability and clarity by reducing dependencies on extension methods and handling exceptions explicitly.
Updated `ReceiverSignature` usage in `CacheController` to reflect its refactoring from a property to a method. This change was applied consistently across the `SaveSignature`, `GetSignature`, and `DeleteSignature` methods, ensuring the `cacheKey` variable now uses `User.ReceiverSignature()` instead of `User.ReceiverSignature`. This refactor likely accommodates additional logic in the `ReceiverSignature` method.
- Added `using EnvelopeGenerator.API.Extensions;` for utilities.
- Changed `SignatureCacheKeyPrefix` to a new prefix value.
- Added `[Authorize(Policy = AuthPolicy.Receiver)]` to methods.
- Used `[FromRoute]` for `envelopeKey` in route-bound methods.
- Updated cache key logic to use `User.ReceiverSignature`.
- Made `DataUrl`, `FullName`, and `Place` required in `SignatureCacheRequest`.
- Set default value (`null`) for `Position` in `SignatureCacheRequest`.
Refactored multiple controllers (`AnnotationController`,
`DocumentController`, `ReadOnlyController`, and
`SignatureController`) to use updated claim extension methods
(`ReceiverSignature`, `EnvelopeUuid`, etc.), replacing older,
verbose methods for improved readability and consistency.
Removed the `EnvelopeClaimTypes` class and replaced claim type
constants with `EnvelopeClaimNames`. Simplified claim retrieval
logic in `ReceiverClaimExtensions` by consolidating methods and
removing redundant or unused functionality.
Eliminated the `SignInEnvelopeAsync` method, indicating a shift
away from manual claim management. Performed general cleanup,
including removing obsolete code and improving exception
messages for better debugging context.
Introduced a new `CacheController` to manage cached data for
receiver signatures using distributed caching. Added endpoints
to save, retrieve, and delete cached signatures.
Created a `SignatureCacheRequest` model for caching payloads
and a `CacheOptions` class to configure cache settings,
including optional expiration. Updated `Program.cs` to bind
`CacheOptions` to the `Cache` section in `appsettings.json`.
Added a new `Cache` section in `appsettings.json` with a
`SignatureCacheExpiration` property, defaulting to `null`
(no expiration).
The `GetAnnotsOfReceiver` method was removed from the `AnnotationController` class and moved to a newly introduced `SignatureController` class. The `SignatureController` is now a dedicated controller for handling signature-related endpoints, decorated with `[ApiController]` and `[Route("api/[controller]")]`.
The method's implementation remains largely unchanged, retaining its logic for retrieving and filtering signatures for a specific receiver. Dependency injection for `IMediator` was added to the `SignatureController` to handle the `ReadDocumentQuery`.
Additional `using` directives were added to `SignatureController.cs` to include necessary namespaces. A `TODO` comment remains in the method, indicating potential future updates.
Introduced the `GetAnnotsOfReceiver` method in `AnnotationController` to handle HTTP GET requests for retrieving receiver-specific annotations. The method enforces authorization using the `Receiver` policy, fetches the document via a mediator query, and filters signatures based on the current receiver. Returns appropriate HTTP responses for empty documents or missing signatures.
Added new `using` directives for required dependencies and reorganized imports for better readability. Included a `TODO` comment for potential future updates.
The `GetDocumentOfReceiver` method was introduced to handle
retrieving a document for a specified envelope key. It is
secured with the `[Authorize(Policy = AuthPolicy.Receiver)]`
attribute and responds to HTTP GET requests with a route
parameter `envelopeKey`.
The previous logic for extracting and validating the
`envelopeId` from user claims was removed. This was replaced
with a call to `User.GetEnvelopeIdOfReceiver()` for improved
clarity and maintainability.
The method uses the `mediator` to send a `ReadDocumentQuery`
and returns a `NotFound` response if the document's `ByteData`
is empty.
Modified the method to return a single item or null by using
`SingleOrDefault()` on the result of `await _mediator.Send(...)`.
This ensures the response is no longer a collection but a single
object, improving clarity and aligning with expected behavior.
Replaced hardcoded `envelopeId` with dynamic retrieval from
user claims. Reintroduced and updated error handling logic
to validate the `envelopeId` and log detailed errors when
parsing fails. Improved robustness by returning a 500 error
for invalid or missing envelope claims.
Updated the `CreateAsync` method in `EnvelopeController` to use
`WithAuth` instead of `Authorize` for handling authorization
within the `CreateEnvelopeCommand`. This change reflects a
refactor or update in the command's API to improve clarity or
functionality.
Refactored the handling of `senderDoc.ByteData` by replacing
the ternary operator with an explicit `if` statement for better
readability. Added a `Content-Disposition` header to ensure
the file is displayed inline with a proper filename. Updated
the MIME type of the file response from `application/octet-stream`
to `application/pdf` to reflect the expected content type.
Added a new `GetEnvelopeReceiverOfReceiver` method in the
`EnvelopeReceiverController` to retrieve an envelope receiver
based on the provided `envelopeKey`. The method is secured
with the `Receiver` authorization policy and uses the
`_mediator.Send` method to process a `ReadEnvelopeReceiverQuery`.
Included the `Microsoft.Extensions.Options` namespace to
support potential configuration needs. Added XML documentation
placeholders for the new method.
Updated DocumentController to include a new GetDocumentOfReceiver
endpoint for retrieving envelope documents. Added authorization
based on the Receiver policy and implemented error handling for
invalid or missing EnvelopeId claims. Integrated ILogger to log
errors and provide detailed diagnostics. Included necessary
namespace imports to support the new functionality.
Added two new endpoints to `AuthController`: `LogoutEnvelopeReceiver` for removing a specific per-envelope receiver cookie and `LogoutAllEnvelopeReceivers` for clearing all such cookies. Updated `DigitalData.Auth.Claims` package to version 1.0.3. Introduced new `using` directives to support the added functionality. Included XML documentation for the new endpoints to improve code clarity.
Introduced a new `EnvelopeReceiverJwt` authentication scheme to support per-envelope JWT validation using cookies specific to envelope keys. Added the `CheckEnvelopeReceiver` endpoint in `AuthController.cs` to validate these tokens, protected by the `AuthPolicy.Receiver` policy.
Configured the `EnvelopeReceiverJwt` scheme to dynamically resolve issuer signing keys and validate tokens. Enhanced `JwtBearerEvents.OnMessageReceived` to extract envelope keys from the request path and retrieve tokens from corresponding cookies.
Updated the `AuthPolicy.Receiver` policy to use the `EnvelopeReceiverJwt` scheme, ensuring isolated authentication for per-envelope scenarios. Added XML documentation for the `CheckEnvelopeReceiver` method.
Marked CreateAsync in ReadOnlyController as [Obsolete] to encourage use of MediatR. Simplified Flag.DataIntegrityIssue reference in EnvelopeMailService error handling.
Simplified the Get method to always require a ReadEmailTemplateQuery and CancellationToken, delegating all queries to the mediator. Removed conditional logic for handling null or missing parameters. Updated XML documentation to reflect the new method signature.
Introduced IHasChangedWhen interface to EnvelopeReceiver and History.
Added HasEmailAndName property to EnvelopeReceiver.
Updated AutoMapperAuditingExtensions to map ChangedWhen to UTC.
Removed redundant using statements and fixed formatting.
Refactored ReadEmailTemplateQuery and handler to use non-nullable EmailTemplateDto, throwing NotFoundException when no template is found. Updated namespaces and using statements for consistency. Added detailed XML docs for query properties. Controller updated to reference new query namespace.
Replaced EmailTemplateQueryBase record with IEmailTemplateQuery interface for email template queries. Updated all relevant commands, queries, and controller methods to use the new interface. Removed EmailTemplateQueryBase and migrated properties to implementing classes. Improved documentation to clarify query structure and Type property usage.
Replaced specific Update command import with general Commands namespace import to streamline access to all command classes. No functional changes made.
Refactored the EmailTemplateQuery record to EmailTemplateQueryBase across the codebase. Updated all references, method signatures, inheritance, and documentation to use the new base type. No functional changes; this improves clarity and generalization for email template queries.
- Enforce [Authorize(Policy = AuthPolicy.Sender)] on controller
- Switch to primary constructor for dependency injection
- Remove obsolete constructor and private fields
- Update method logic to use constructor parameters directly
- Improve XML documentation and code clarity
- Ensure consistent use of MediatR for command/query handling
Refactored DocumentController to use IAuthorizationService and async policy checks via IsUserInPolicyAsync instead of role checks. Implemented IAuthController interface and removed ILogger dependency. Updated usings for new authorization logic.
Refactored AuthController to implement IAuthController and expose AuthService. Removed the protected IsUserInPolicyAsync method in favor of using an extension method for policy checks. Updated the Logout logic to use the new approach. Consolidated using directives into a single line.
Introduced IAuthController with AuthService and User properties to standardize authentication handling. Added AuthorizationControllerExtensions with IsUserInPolicyAsync to simplify policy-based authorization checks. Included necessary using directives.
Introduce IsUserInPolicyAsync for cleaner policy checks in AuthController and update Logout to use it. Adjust Logout's response type to void and improve documentation and formatting.
- Inject IAuthorizationService for flexible policy checks
- Replace role checks in Logout with async policy authorization
- Merge IsAuthenticated into Check endpoint with optional role
- Update Check response type and clean up imports
Renamed receiver roles FullyAuth → Receiver.Full and PreAuth → Receiver.TFA across the codebase for improved clarity and consistency. Updated all usages, [Authorize] attributes, role checks, authentication logic, and authorization policies to use the new role names. Marked old constants as obsolete and pointed them to the new values. This change enhances code readability and groups receiver roles under the Receiver static class.
Replaced direct role-based [Authorize] attributes with named
authorization policies (e.g., AuthPolicy.Receiver,
AuthPolicy.SenderOrReceiver) in AnnotationController,
DocumentController, and ReadOnlyController. Added and registered
new policies in Program.cs and updated AuthPolicy constants.
This centralizes and simplifies authorization management.
Replaced SenderOrReceiverFullyAuth and ReceiverFullyAuth policies with more general SenderOrReceiver and Receiver policies. Updated policy definitions in AuthPolicy.cs to use nameof for clarity. Adjusted AddAuthorizationBuilder configuration and [Authorize] attributes in controllers to use the new, less restrictive policies, simplifying authorization logic.
Renamed AuthorizationPolicies to AuthPolicy and updated all references to use the new naming convention for authorization policy constants. This improves consistency and clarity across the codebase.
Replaced role-based [Authorize] attributes with policy-based ones in AuthController and TfaRegistrationController. This centralizes authorization logic and allows for more flexible access control.
- Change AuthController to use IOptions<AuthTokenKeys> for config
- Restrict Logout and new Check endpoints to Sender and Receiver.FullyAuth roles
- Update Logout logic to handle cookie deletion or sign-out based on user role
- Add GET /api/auth/check to verify user role via query param
- Add necessary using statements for new dependencies
Removed the previous Login method from AuthController, including its XML documentation and Swagger/OpenAPI annotations. This prepares the controller for a revised authentication implementation.
Combined sender and receiver document retrieval into a single
GetDocument endpoint. The endpoint now authorizes both Sender
and Receiver.FullyAuth roles, handling their logic based on
role detection. Sender requires a query parameter; receiver
extracts envelope ID from claims and disallows query params.
Updated method signature and endpoint documentation.
- Updated DocumentController to use class-level [Authorize] and method-level role-based authorization for sender and receiver endpoints.
- Replaced ReadEnvelopeReceiverQuery with ReadDocumentQuery for sender document retrieval; simplified response logic.
- Added a new endpoint for fully authenticated receivers to fetch documents by envelope ID from user claims.
- Refactored ReadDocumentQuery and handler to always return DocumentDto, throw NotFoundException when needed, and use _repo.Query.
- Cleaned up using directives and removed legacy error handling and logging.
Refactored AuthController to use C# 12 primary constructor syntax for ILogger<AuthController> injection. Removed obsolete IUserService and IDirectorySearchService dependencies, their fields, and the old constructor. This streamlines the controller and prepares it for MediatR-based service handling.
Replaced nullable claim accessors with strict versions that throw exceptions if required claims are missing or invalid. Updated controller logic to use new methods and removed fallback/error handling for missing claims, ensuring stricter claim validation throughout the codebase.
Renamed authentication-related extension methods to clarify that they extract claims for the "receiver" context (e.g., GetAuthReceiverSignature → GetReceiverSignatureOfReceiver). Updated all usages in AnnotationController and ReadOnlyController. Also renamed the helper method GetRequiredClaim to GetRequiredClaimOfReceiver for improved clarity and reduced ambiguity.
Refactored ControllerExtensions: moved user claim extraction
methods from EnvelopeGenerator.API.Controllers to the new
EnvelopeGenerator.API.Extensions namespace. Updated all
references and using statements accordingly. No logic changes;
improves code organization and clarity.
Added [Obsolete] attribute to GetAnnotationParams in ConfigController to indicate that PSPDF Kit will no longer be used and the method is deprecated. This warns developers to avoid using this method in future development.
Updated [Authorize] attributes to require Receiver.FullyAuth role on AnnotationController and relevant methods. Removed redundant claim checks now enforced by role-based authorization. Clarified [Obsolete] message for PSPDF Kit endpoint.
Changed [Authorize] to require Receiver.FullyAuth role for CreateAsync, restricting access to receiver users. Removed explicit null check and logging for envelopeId claim, allowing the method to proceed without this validation.
Replaced all usages of ReceiverRole with the new Role class in EnvelopeGenerator.Domain.Constants. Removed ReceiverRole.cs and added Role.cs with PreAuth and FullyAuth constants. Updated all [Authorize] attributes and role checks in controllers and authentication logic to use Role.FullyAuth and Role.PreAuth. This centralizes role management for improved maintainability and clarity.
Changed namespace to EnvelopeGenerator.API.Controllers. Updated _mLocalizer and its constructor parameter to use IStringLocalizer<Resource> instead of IStringLocalizer<Model>. Removed unused EnvelopeGenerator.CommonServices using directive.