Introduce `ReceiverFilterCriteria` to encapsulate filtering criteria for receivers, including normalization of `FullName` and `EmailAddress`. Add `ReceiverSuggestionFilterHandler` to filter `RecentReceiverSuggestionDto` objects based on the criteria. Includes methods for matching criteria and filtering suggestions.
Replaced receiver list with a tag-based `DxTagBox` for better flexibility and dynamic updates. Updated receiver management logic to synchronize `_receivers` and `_receiverTags`. Enhanced accessibility with ARIA attributes for the suggestion list.
Redesigned the "Add Receiver" button with custom styles, hover effects, and an inline SVG icon. Improved the suggestion list with horizontal scrolling and nowrap styling. Styled tags and added a remove button for each tag.
Increased recent receiver suggestions fetch limit to 20. Added validation to ensure default envelope type selection. Refactored empty state handling and cleaned up redundant code for better maintainability.
Updated the `Take` property in `ReadRecentReceiverSuggestionsQuery` to be nullable, allowing for unlimited results when not specified. Refactored the `Handle` method in `ReadRecentReceiverSuggestionsQueryHandler` to conditionally apply the `Take` limit only when provided. Renamed the cancellation token parameter for consistency. Improved code clarity and flexibility by removing redundant operations and dynamically applying the `Take` logic.
Added new localized strings for "Recently used recipients" and
"Skip" in German, English, and French resource files. Updated
the `CreateEnvelopeWizardPopup.razor` to enhance the "Add
Receiver" button with a primary render style and a new CSS
class. Introduced styles for the button in `sender-page.css`
to improve its appearance with a minimum width, bold font,
and box shadow.
Introduced a feature to display and apply recent receiver
suggestions in the `CreateEnvelopeWizardPopup` component.
Added a new section in step 2 to show recently used receivers,
with loading and state management logic. Updated the
`ReceiverService` to fetch suggestions from the backend API.
Enhanced the UI with new styles for the suggestions section
and improved localization support. Refactored state
management to handle loading, resetting, and applying
suggestions. Minor cleanup and adjustments to ensure proper
state transitions.
Updated RecentReceiverSuggestionDto to use `init` properties,
adding immutability and a new `LastUsedAt` field. Refactored
ReadRecentReceiverSuggestionsQueryHandler to simplify query
logic, remove `IMapper` dependency, and improve determinism
in results. Introduced tie-breaking for duplicate timestamps
and optimized ordering by `LastUsedAt` and `EmailAddress`.
Removed redundant `Include` and mapping steps for clarity.
Added a detailed plan document outlining the development of a "recent receiver suggestions" feature for step 3 of the sender wizard. The plan defines team working rules, objectives, functional requirements, and architecture direction across application, server, and client layers.
The implementation is divided into six phases, covering MediatR query creation, API endpoint addition, client integration, UI updates, regression testing, and technical debt tracking. Each phase includes black-box test suggestions to ensure quality and robustness. The plan emphasizes incremental development, user approval, and quality-focused processes.
Introduce `RecentReceiverSuggestionDto` to represent recent receiver suggestions with `FullName` and `EmailAddress`.
Add `ReadRecentReceiverSuggestionsQuery` to retrieve recent receiver suggestions scoped by sender username and limited to 3-5 results.
Implement `ReadRecentReceiverSuggestionsQueryHandler` to process the query using Entity Framework Core and AutoMapper.
Update `MappingProfile` to map `EnvelopeReceiver` to `RecentReceiverSuggestionDto`.
Added the `<LangVersion>` property to `EnvelopeGenerator.Application.csproj` with the value `latest`. This ensures the project uses the most up-to-date C# language features supported by the compiler, enabling access to new enhancements and features as they become available.
- Introduced a DevExpress toast-based notification system using `DxToastProvider` and `IToastNotificationService` for consistent feedback.
- Standardized request-to-domain mapping with AutoMapper/profile conventions or reflection-based mappers, enforced at the Core library level.
- Removed dynamic SQL string composition and migrated to parameterized queries to address SQL injection vulnerabilities. Added CI guardrails to prevent reintroduction.
- Refined UX on `EnvelopeSenderPage.razor` to enforce deterministic row double-click behavior and align row action buttons/tooltips.
- Enabled SPA-style language switching for immediate UI culture updates without page reloads.
- Added sender-scoped caching for "recent receiver suggestions" with short TTL, invalidation hooks, and cross-sender isolation.
Removed the placeholder option from the envelope type dropdown to simplify the UI. Introduced a new `GetDefaultEnvelopeTypeId()` method to centralize and enhance the logic for determining the default envelope type. This method prioritizes envelope types with titles containing "Handwritten Signature" if available, improving alignment with user preferences. Updated `_selectedEnvelopeTypeId` initialization to use the new method for better maintainability.
Added a new resource entry for the "Next" button in the
localization files for German (de-DE), English (en-US), and
French (fr-FR). Translations include "Weiter" in German,
"Next" in English, and "Suivant" in French.
Accept bootstrapToken query parameter and consume one-time payload from sessionStorage-backed service.
Hydrate editor state with title, message, envelope type, receivers, and PDF document from bootstrap data.
Refactor draft save into reusable core flow and trigger non-navigating auto-save after bootstrap is applied.
Prevent stale token replay by clearing query token from URL and handling invalid tokens gracefully.
Introduce a 4-step modal wizard on SenderPage for creating envelopes.
Validate required fields, support optional skip, receiver management, PDF upload, and keyboard shortcuts.
Persist wizard payload in sessionStorage via token-based bootstrap service and navigate to editor with bootstrapToken.
Register bootstrap storage service in both client and server DI containers and add dedicated sender wizard styling.
Added a "Markdown Audit Snapshot" section to document the status, gaps, and recommendations for markdown files in the repository. Included a "Documentation Audit TODO" checklist for tracking updates. Updated the "Active Architecture (Post-Migration)" section to reflect the current Blazor Auto (Server+WASM hybrid) setup. Identified and marked outdated or redundant markdown files for removal or archival. Highlighted the need for periodic synchronization of documentation with implementation progress.
Changed the `DxAccordionItem` in `SenderEditorPage.razor` to be collapsed by default. Removed unused elements (`sender-settings-chip` and `sender-settings-grid`) from the accordion's content template.
Updated `envelope-viewer.css` to refine the accordion header's appearance: reduced font size, font weight, and padding, and added a `line-height` property for better spacing.
Replaced inline styles with reusable CSS classes to improve maintainability, readability, and scalability. Updated the layout and styling of key components, including the action bar, title and message inputs, PDF metadata display, and buttons. Introduced a `DxAccordion` for envelope settings and redesigned the empty state and save result dialog. Added dynamic styling using CSS variables and centralized styles in `envelope-viewer.css`. Removed redundant inline styles and improved overall UI consistency.
Changed the `ILogger` dependency injection type parameter from `EnvelopeSenderPage` to `SenderPage` to ensure alignment with the correct class name or intended logging context.
Added new localized strings to `Model.en.resx`, `Model.fr-FR.resx`,
and `Model.resx` for additional features/settings in English,
French, and German. Updated `SenderEditorPage.razor` to inject
`ModelLocalizer` and modified the `L` function to prioritize
localized strings from `ModelLocalizer` over `UiLocalizer`.
Included `@using EnvelopeGenerator.Domain.Resources` to ensure
access to the `Model` resource file. These changes improve
localization flexibility and maintainability.
Refactored `PdfRenderController.cs` to replace JSON/base64 `byte[]` transport with binary streaming for PDF rendering, improving memory and latency performance for large files.
Introduced a DevExpress toast-based notification system using `DxToastProvider` and `IToastNotificationService` for consistent, actionable feedback.
Standardized request-to-domain mapping with AutoMapper/profile conventions or reflection-based mappers, enforced at the Core library level to reduce drift.
Addressed SQL injection risks by replacing dynamic SQL string composition with parameterized queries, conducted a repo-wide audit, and added CI guardrails.
Improved UX in `EnvelopeSenderPage.razor` by enforcing deterministic row double-click behavior and aligning row action buttons/tooltips.
Implemented SPA-style language switching for immediate UI culture updates without page reloads.
Updated the SQL Server connection string in `appsettings.json`.
Updated the `Navigation.NavigateTo` method in `LanguageControls.razor` to set the `forceLoad` parameter to `true`. This ensures that the application performs a full page reload when the language is changed, improving consistency in language updates.
The `EnvelopeSenderEditorPage.razor` file was completely removed, including all Razor markup, Blazor components, JavaScript references, CSS styles, and C# code-behind logic.
Key changes:
- Removed the `/sender/editor_legacy` route and all associated imports (`@using`) and dependency injections (`@inject`).
- Deleted the entire HTML structure, including UI elements for PDF editing, signature placement, and receiver management.
- Removed all references to external CSS and JavaScript files.
- Deleted Blazor components like `DxPdfViewer`, `DxPopup`, and `DxTextBox`.
- Removed C# code for state management, lifecycle methods, event handlers, and helper methods.
- Eliminated localization, validation logic, session persistence, and cache management.
- Removed PDF manipulation logic (e.g., placeholder rendering with `PdfSharp`).
- Deleted receiver management logic, including email suggestions and validation.
This change removes the entire functionality of the `EnvelopeSenderEditorPage`, including its UI, backend logic, and external integrations.
Centralized dependency injection registrations into dedicated
extension methods/modules to reduce startup composition sprawl
and improve maintainability.
Refactored `PdfRenderController.cs` and client service contract
to replace JSON/base64 `byte[]` transport with binary streaming
(`application/octet-stream` or multipart) for improved memory
and latency performance with large PDFs.
Introduced a DevExpress toast-based notification system using
`DxToastProvider` and `IToastNotificationService` for consistent,
actionable feedback across sender/receiver flows.
Standardized request-to-domain mapping with AutoMapper/profile
conventions or reflection/source-generator-based mappers to
eliminate manual mapping drift and enforce consistency across
services.
Addressed SQL injection vulnerabilities by replacing dynamic SQL
string composition with parameterized queries. Conducted a repo-
wide audit and added CI guardrails to prevent reintroduction.
Refined UX for `EnvelopeSenderPage.razor` to enforce deterministic
row double-click behavior (preview OR edit) and aligned row action
buttons/tooltips to eliminate ambiguous navigation.
- Removed unnecessary request/payload remapping in `Services/` and ensured direct request DTO usage where safe.
- Centralized DI registrations into extension methods/modules to reduce startup sprawl and improve maintainability.
- Refactored `PdfRenderController.cs` to replace JSON/base64 `byte[]` transport with binary streaming for better memory/latency performance.
- Implemented a DevExpress toast-based notification system with `DxToastProvider` and `IToastNotificationService` for consistent feedback flows.
- Standardized request-to-domain mapping using AutoMapper/profile conventions or source-generator-based mappers to eliminate drift.
- Addressed SQL injection risks by replacing dynamic SQL string composition with parameterized queries, conducted a repo-wide audit, and added CI guardrails.
Introduced a standardized mapping policy to eliminate manual
property-by-property mapping drift (e.g., in
`CreateEnvelopeCommandHandler`). This policy may leverage
AutoMapper with profile conventions or a reflection/source-
generator-based approach and will be enforced across envelope
workflows. The implementation will occur at the Core library
level to ensure consistent guardrails for all services.
Removed the instruction to manually audit redundant mappings
in `EnvelopeGenerator.Server.Client/Services/`, aligning with
the shift toward automated mapping standardization.
Updated the manual testing workflow to include the new mapping
policy requirement, emphasizing its role in improving
consistency and maintainability.
Centralized `HttpRequestException` creation with a new
`CreateHttpException` method to improve code reuse and
consistency. Updated methods to handle `HttpStatusCode.NotFound`
gracefully, returning `null` where appropriate instead of
throwing exceptions. Introduced `TryGetSenderDocumentBytesByEnvelopeIdAsync`
to encapsulate fallback logic for fetching document bytes.
Removed redundant inline exception handling and standardized
error handling across methods.
Updated `UpdateAsync` to include `e.Title`, `e.Message`, and `e.TfaEnabled` assignments, ensuring database updates reflect request values.
Set `e.Status` to `EnvelopeStatus.EnvelopeSaved` during the update process.
Updated in-memory `envelope` object to reflect changes to `Title`, `Message`, `TfaEnabled`, and `Status` fields.
Simplify and restructure conditional logic in `SenderPdfImageEditor.razor` for better readability and maintainability. Merge redundant `else` blocks and reorganize rendering logic for page previews and fields.
Enhance PDF loading and page preview generation in `SenderEditorPage.razor`. Add error handling for failed page rendering, log warnings, and ensure consistent `_pageCount` initialization based on available data.
These changes improve code clarity, robustness, and maintainability.
Introduced `ValidationBehavior` to validate MediatR requests using FluentValidation. Registered the behavior in the pipeline and added validators for `ReadDocumentDetailsQuery` and `ReadDocumentQuery`. Updated dependency injection to include validators and added FluentValidation NuGet packages. Improved exception handling with `BadRequestException` for validation failures. Refactored namespaces and imports to support the changes.
Introduced a new `ReadDocumentDetailsQuery` to fetch document
metadata (`DocumentDetailsDto`) without the binary payload.
Updated `MappingProfile` to map `Document` to `DocumentDetailsDto`.
Refactored `DocumentService` to handle separate fetching of
metadata and binary data, combining them into `DocumentDto`.
Changed the metadata endpoint to `/api/Document/details`.
Added a new `GetDocumentDetails` endpoint in `DocumentController`
to return metadata without binary data. Updated
`EnvelopeReceiverPageDataService` with a new method
`GetDocumentMetadataOfSenderAsync` for fetching metadata.
These changes improve efficiency by allowing clients to load
metadata without transferring large binary data when unnecessary.
Introduce a new `DocumentDetailsDto` record to encapsulate shared document metadata and elements without binary payload. Refactor `DocumentDto` to inherit from `DocumentDetailsDto`, eliminating redundant properties and improving code reuse.
Convert `DocumentDto` from a class to a record for immutability. Add a parameterized constructor to `DocumentDto` for initializing binary data alongside metadata. Update `ByteData` to use the `init` accessor.
These changes enhance maintainability, reduce duplication, and enforce immutability by leveraging C# records and inheritance.
Applied a modular page architecture to `EnvelopeSenderPage.razor` by splitting large pages into smaller subcomponents, eliminating duplicated code paths, and centralizing shared logic for maintainability.
Conducted a performance review of sender/receiver flows, addressing route transitions, component lifecycle behavior, loading-state correctness, and duplicate API calls. Treated loading logic defects as architectural issues.
Audited client `Services` to remove unnecessary request/payload remapping and simplify HTTP method transformations.
Centralized dependency injection registrations into extension methods/modules to reduce startup composition sprawl.
Refactored `PdfRenderController.cs` to replace JSON/base64 `byte[]` transport with binary streaming for improved memory/latency performance in large PDF rendering.
Implemented a DevExpress toast-based notification system using `DxToastProvider` and `IToastNotificationService` for consistent, actionable feedback across sender/receiver flows.
Refactor `EnvelopeSenderPage.razor` to focus on UI composition
and state orchestration, avoiding heavy domain logic. Adopt a
modular page architecture to improve maintainability by splitting
large pages into smaller subcomponents and centralizing shared
logic. Conduct a performance review of sender/receiver flows to
optimize route transitions, component lifecycle behavior, and
loading-state correctness.
Audit `Services` for redundant request/payload remapping and
eliminate unnecessary transformations. Centralize dependency
injection registrations into dedicated extension methods to
reduce startup composition sprawl.
Refactor `PdfRenderController.cs` and its client service contract
to replace JSON/base64 transport for PDF rendering with binary
streaming (`application/octet-stream` or multipart). Add a `TODO`
comment to highlight the need for further optimization of large
PDF handling to reduce payload size and memory pressure.
Removed AutoMapper dependency in `ReadEnvelopeTypesQueryHandler` and replaced it with manual projection to address null-materialization issues. Updated `EnvelopeType` entity properties to nullable types to align with the database schema. Adjusted computed properties to handle null values gracefully.
Enhanced `SenderEditorPage` with authentication checks, improved handling of reminder and expiry settings, and added validation for user input. Introduced `NormalizeSettings` and `ValidateSettings` methods to ensure consistent and valid configurations. Refactored checkbox value parsing for better reliability.
Injected `AuthService` and `IStringLocalizer` for authentication and localization support. Improved error messaging and localized validation errors. Performed minor code cleanup and refactoring for better readability and maintainability.
Moved sender dashboard business/status logic into dedicated
services and extension methods to decouple domain logic from
UI components. Refactored `EnvelopeSenderPage.razor` to focus
on UI composition and state orchestration.
Applied a modular page architecture by splitting large pages
into smaller subcomponents, eliminating duplicated code, and
centralizing shared logic for maintainability.
Conducted a senior-level performance review of sender/receiver
flows, addressing route transitions, loading-state correctness,
and perceived latency issues.
Audited client services for unnecessary request/payload
remapping, removing redundant transformations, and streamlining
HTTP methods. Centralized dependency injection registrations
into extension methods/modules to reduce startup composition
sprawl and improve maintainability.
Enhanced `EnvelopeDto` with new properties for advanced settings, including final email options, reminders, and expiration settings. Updated `SenderEditorPage.razor` to include a new UI section for configuring these settings, with dropdowns, checkboxes, and input fields.
Introduced `EnvelopeTypeService` to fetch envelope type data from the backend and applied defaults based on the selected envelope type. Registered the service in `Program.cs` for dependency injection.
Improved lifecycle methods in `SenderEditorPage.razor` to load and apply envelope settings. Enhanced localization, error handling, and data binding for the new settings. Updated `CreateEnvelopeCommand` to include the new properties.
Refactored code for better organization and maintainability, and added logging for debugging envelope type loading issues.
Refactored `EnvelopeSenderPage.razor` to reduce complexity by
moving business and status logic into dedicated services and
extension methods, focusing the component on UI composition
and state orchestration.
Introduced a modular page architecture by splitting large pages
into smaller subcomponents, eliminating duplicated code paths,
and centralizing shared UI/domain logic for better maintainability.
Performed an audit of `EnvelopeGenerator.Server.Client/Services/`
to remove unnecessary request/payload remapping and redundant
transformations, ensuring direct request DTO usage where safe.
Planned a senior-level performance review for sender/receiver
flows to address route transitions, loading-state correctness,
duplicate API calls, and perceived latency issues.
Updated `AGENTS.md` to document manual testing workflow changes
and reflect the refactoring efforts.
Refactored the `UpsertAsync` method in `EnvelopeService` to remove
manual construction of the HTTP POST payload. The method now
directly uses the `CreateEnvelopeCommand` object as the payload
for the `PostAsJsonAsync` call. This change reduces redundancy,
simplifies the code, and leverages the existing object structure
for better maintainability.
Added new optional properties to `CreateEnvelopeCommand` for detailed configuration, including `EnvelopeId`, `Language`, `UseAccessCode`, and expiration settings. Introduced `ResolveEnvelopeSettingsAsync` to centralize settings resolution logic. Updated `CreateEnvelopeCommandHandler` to handle new properties and improve envelope creation/update flow. Added `EnvelopeSettings` record for structured settings management. Enhanced SQL update logic with `UseSQLExecutor` support. Improved handling of language resolution, reminders, and expiration rules.
Refactored `EnvelopeSenderPage.razor` to reduce complexity by
moving business/status logic into dedicated services and
extension methods. Focused the component on UI composition
and state orchestration, avoiding heavy domain logic in the
Razor file.
Introduced a modular page architecture by splitting large
pages into smaller subcomponents, eliminating duplicated
code paths, and centralizing shared logic for better
maintainability.
Conducted a senior-level performance review for sender/
receiver flows, addressing route transitions, component
mount/unmount behavior, loading-state correctness, duplicate
API calls, and perceived latency. Treated loading logic
defects as architecture/performance issues.
Updated `Navigation.NavigateTo` calls across multiple files to set `forceLoad` to `false`, preventing unnecessary full page reloads.
- **LanguageControls.razor**: Prevent full reload when switching languages.
- **EnvelopeSenderPage.razor**: Avoid reload during logout navigation.
- **LoginReceiverPage.razor**: Skip reload after successful envelope receiver login.
- **LoginSenderPage.razor**: Prevent reload after successful sender login.
These changes improve performance and enhance user experience by enabling smoother page transitions.
Added a null-conditional operator (`?.`) to safely access the
`ByteData` property of the `senderDoc` object, preventing a
potential `NullReferenceException` when `senderDoc` is null.
Replaced `DxPdfViewer` with `SenderPdfImageEditor` to enable
PDF rendering, page previews, and field overlay editing.
Added dependency injection for `PdfRenderService` and new
state fields (`_previewPageCount`, `_previewPagePreviews`,
`_previewFileName`, `_previewFieldOverlays`) to manage PDF
metadata and interactions.
Updated `OpenPreviewAsync` to render PDF pages using
`PdfRenderService` and handle errors gracefully. Introduced
`PreviewPdfDataUrl` for generating data URLs and a static
helper `EstimatePdfPageCount` for fallback page count
estimation. Added placeholder methods for user interactions
with the editor.
Improved cleanup logic to reset state fields when the viewer
is unmounted. These changes enhance the PDF preview
functionality while maintaining backward compatibility.
Updated EnvelopeSenderPage to use InteractiveWebAssembly
rendering mode. Removed unused services and authentication
logic, replacing `ReceiverPageDataService` with
`DocumentService` for document retrieval. Improved error
handling by replacing `NotFoundException` with
`HttpRequestException` and a 404 status code check.
Added `GetSenderDocumentBytesByEnvelopeIdAsync` to the
`DocumentService` class. This method retrieves sender
document bytes using an HTTP GET request to the endpoint
`/api/Document?EnvelopeId={envelopeId}`. It handles HTTP
response errors by throwing an `HttpRequestException` and
supports cancellation via a `CancellationToken`.
Updated AGENTS.md to add a technical debt TODO for modularizing
server pages by splitting large components, reducing duplication,
and centralizing shared logic.
Enhanced ReceiverPage.razor with new state variables and logic
to support a "Reject" popup feature, including state management
for visibility, submission, and validation.
Improved sharing functionality in ReceiverPage.razor by adding
error handling, user feedback, and proper state updates during
asynchronous operations to enhance maintainability and UX.
Encapsulated the registration of IPdfPageImageRenderer into a new
AddDocInfrastructure extension method in the DependencyInjection
class within the EnvelopeGenerator.Infrastructure.Doc namespace.
Updated Program.cs to use the AddDocInfrastructure method, improving
modularity and centralizing the service registration logic.
Added `IsDownloading` and `IsPrinting` properties to manage
state during download and print operations in
`SenderPdfImageEditor.razor` and `SenderPdfImageEditorToolbar.razor`.
Updated `OnDownloadPdfAsync` and `OnPrintPdfAsync` to ensure
state cleanup with `finally` blocks.
Enhanced toolbar buttons to reflect busy states with dynamic
titles, disabled states, and a spinning animation. Updated
CSS in `envelope-viewer.css` to improve layout, spacing,
and responsiveness. Added hover, active, and focus-visible
styles for better interactivity. Styled a new zoom slider
with custom thumb and focus states.
Increased maximum width of key elements to 1040px and
adjusted padding/margin for better alignment. Improved
focus styles for input fields and aligned actions to the
right in specific scenarios.
