Refactored sender email resolution into a new private async
method `ResolveSenderReferenceAsync` to improve code
reusability and readability. Replaced inline logic for
resolving sender references with this method.
Added a `CreateHistoryCommand` to log envelope creation
events, including envelope ID, sender reference, and status
(`EnvelopeCreated`). This enhances auditability and ensures
consistent event logging.
Removed `IDocReceiverElementWriter` interface and its implementation, replacing it with repository-based operations (`IRepository<DocReceiverElement>`). Updated `CreateEnvelopeCommandHandler` to use repository methods for deleting and creating `DocReceiverElement` records.
Cleaned up dependency injection by removing `IDocReceiverElementWriter` registration. Added new database triggers for `DocReceiverElement` in `appsettings.json` and `appsettings.Database.json`.
Introduced `SENDER_SAVE_EDIT_MIGRATION_PLAN.md` to outline the migration of the sender save/edit workflow to Blazor Server. This includes splitting save and send actions, supporting draft persistence, and enabling draft editing from the dashboard.
Removed unused namespaces and performed code cleanup. Updated testing strategies to ensure correctness and prevent regressions.
- extend CreateEnvelopeCommand to support draft updates and send intent
- merge draft save logic into CreateEnvelopeCommandHandler and remove duplicate handler
- add DocReceiverElement writer abstraction and infrastructure registration for SQL-based field upserts
Adds an optional UserId parameter to ReadDocumentQuery so callers
can scope document lookups to envelopes owned by a specific sender.
Also adds AsNoTracking() to the base query for read-only scenarios.
- Updated `MappingProfile.cs` to add detailed mapping for `Envelope` to `EnvelopeDto`, including `EnvelopeTypeTitle`.
- Added a grid persistence hint banner in `EnvelopeSenderPage.razor` with an SVG icon and German message.
- Introduced three new columns (`EnvelopeTypeTitle`, `AddedWhen`, `ChangedWhen`) to the grid in `EnvelopeSenderPage.razor`.
- Refactored boot overlay removal logic in `App.razor` into a reusable function `sfRemoveBootOverlay`.
- Simplified event handling for overlay removal and fallback logic in `App.razor`.
- Adjusted `.sender-grid-wrapper` padding in `sender-page.css` and added styles for the new grid persistence hint banner.
Introduced `UserPreferencesDto` to represent UI preferences,
including theme, dark mode, and grid layouts. Added the
`IUserPreferencesService` interface and implemented it in
`UserPreferencesService` to manage preferences stored in
the distributed cache (`dbo.TBDD_CACHE`).
Registered `UserPreferencesService` in dependency injection
and added a NuGet reference for `Microsoft.Extensions.Caching.Abstractions`.
Created `UserPreferencesController` with `GET` and `PUT`
endpoints to retrieve and save user preferences. Validated
theme names in the `PUT` endpoint.
Updated `Program.cs` to ensure proper service registration.
Updated the SQL query in `EnvelopeReceiverAddReadSQL.cs` to change the data type of the `@OUT_RECEIVER_ID` variable from `int` to `bigint`. This modification ensures support for larger identifier values, addressing potential limitations of the previous `int` type.
- Added `[NotMapped]` attribute to `HasAnyCriteria` in `ReceiverQueryBase` to exclude it from database mapping.
- Made `HasAnyCriteria` in `ReceiverQueryBase` virtual for overriding.
- Introduced `EmailAddressSearch` in `ReadReceiverQuery` for partial email matching.
- Overrode `HasAnyCriteria` in `ReadReceiverQuery` to include `EmailAddressSearch`.
- Updated `ReadReceiverQueryHandler` to support partial email matching using `EF.Functions.Like`.
Added a `Histories` property to `EnvelopeDto` to track envelope
history entries for actions like `DocumentSigned` and
`EnvelopeOpened`. Introduced a computed `Signed` property in
`EnvelopeReceiverDto` to determine if a receiver has signed the
envelope based on the history. Updated `using` directives to
support these changes.
Updated DependencyInjection.cs to change ISmsSender and
IEnvelopeSmsHandler lifetimes from Singleton to Scoped,
ensuring per-request instantiation. Added Microsoft.Extensions.Http
package to EnvelopeGenerator.Server.Client.csproj for enhanced
HttpClient handling. Refactored AnnotationService, AuthService,
DocumentService, EnvelopeReceiverService, SignatureCacheService,
and SignatureService to use IHttpClientFactory, improving
flexibility and testability. Introduced a named HttpClient
"EnvelopeGenerator.Server" in Program.cs for internal API calls,
and removed the previous HttpClient setup using HttpContextAccessor.
Added necessary using directives for System.Net.Http across
service files to support these changes.
Added `OnlyActive` and `OnlyCompleted` properties to the `ReadEnvelopeQuery` class to enable filtering envelopes by their active or completed status. Updated the `ReadEnvelopeQueryHandler` to apply these filters when the properties are set.
Enhanced the `EnvelopeStatus` class by introducing `Active` and `Completed` status lists and adding extension methods (`IsActive` and `IsCompleted`) to determine status categories. Included necessary `using` directives for `System` and `System.Linq`.
Removed custom mapping logic for the `Receivers` property in the
`Envelope` to `EnvelopeDto` mapping within the `MappingProfile`
class. The mapping now uses default behavior without projecting
`EnvelopeReceivers` to `Receivers`.
Replaced the `Receivers` property with `EnvelopeReceivers` in the `EnvelopeDto` class to improve clarity and better align with the updated data model. The new property uses `IEnumerable<EnvelopeReceiverDto>?` instead of `IEnumerable<ReceiverDto>?`.
The mapping for the `Envelope` entity to the `EnvelopeDto` was
modified to include a custom mapping for the `Receivers` property.
The `Receivers` property in `EnvelopeDto` is now populated by
mapping from the `EnvelopeReceivers` collection in the `Envelope`
entity, specifically selecting the `Receiver` property from each
`EnvelopeReceiver` object.
Enhanced the EnvelopeDto class by introducing a new `Receivers` property of type `IEnumerable<ReceiverDto>?` to support including recipient information in the envelope DTO.
Added necessary `using` directives for `EnvelopeReceiver` and `Receiver` DTOs to ensure proper namespace references. Updated the class to accommodate this new functionality.
The `UserId` property in `ReadEnvelopeQuery` was changed from `public` to `internal` to improve encapsulation. A new `Authorize` method was added to set the `UserId` property using the `with` expression.
In `ReadEnvelopeQueryHandler`, the LINQ query was updated to replace the inclusion of `Documents` with `EnvelopeReceivers` and their associated `Receiver`, reflecting a shift in the data being eagerly loaded to support updated functionality.
Updated SaveSignatureBehavior.cs to improve functionality:
- Added new dependencies: AutoMapper, IRepository, and EF Core.
- Enhanced constructor to initialize new dependencies.
- Updated Handle method to validate signatures and handle errors.
- Introduced repository operations for querying and updating elements.
- Improved error handling with BadRequestException.
- Cleaned up redundant code and resolved namespace conflicts.
Added a new `ReceiverAppType` property to the `SigningCommand`
record, initialized to `ReceiverAppType.ReceiverUI`. Introduced
a `ReceiverAppType` enum with values `ReceiverUI` and `LegacyWeb`.
Updated `SignCommandHandler` to reflect these changes without
modifying its functionality.
Updated `using` directives to include `DigitalData.Core.Exceptions` for enhanced exception handling. Updated the `[Obsolete]` attribute message to reflect PSPDFKit library deprecation. Renamed `cancellationToken` to `cancel` for consistency.
Added validation to ensure `PsPdfKitAnnotation` is only supported for the `LegacyWeb` receiver type. Introduced stricter checks for missing or invalid annotation data, throwing `BadRequestException` when necessary. Updated `await next` calls to use the renamed parameter.
These changes improve code clarity, enforce stricter validation, and enhance error handling.
The `ElementId` property in the `Signature` record was renamed to `Id`. This change simplifies the property name, making it more concise and aligning with standard naming conventions or domain terminology.
Updated `MappingProfile` to map `Signature.DataUrl` to
`DocReceiverElement.Ink` using the new `MapDataUrlToRequiredBytes`
extension method. Added `MapDataUrlToRequiredBytes` to handle
base64-encoded data URLs, converting them to byte arrays.
Introduced a `using System;` directive in `AutoMapperAuditingExtensions.cs`
to support `DateTime`. Retained `MapChangedWhen` functionality while
extending mapping capabilities for handling base64 data URLs.
Replaced the `SignatureDto` record with a new `Signature` record to provide a more robust representation of signature data. Updated `MappingProfile` to map `Signature` to `DocReceiverElement` and removed the old `SignatureDto` mapping. Updated `SigningCommand` to use `IEnumerable<Signature>` instead of `IEnumerable<SignatureDto>`. Removed the old `MappingProfile` class and adjusted namespaces and `using` directives accordingly. These changes improve maintainability and streamline signature handling.
Introduced `ReadDocReceiverElementQuery` for retrieving document receiver elements and its corresponding handler. Added necessary `using` directives for dependencies like `AutoMapper`, `MediatR`, and `Microsoft.EntityFrameworkCore`.
The handler dynamically filters `DocReceiverElement` data based on optional query parameters (e.g., `Envelope.Id`, `Envelope.Uuid`, `Receiver.Id`, `Receiver.Signature`) using LINQ. Data is fetched asynchronously and mapped to DTOs using `AutoMapper`.
Introduced the `SaveSignatureBehavior` class as a pipeline behavior for handling `SigningCommand` requests. Added necessary `using` directives to include required namespaces. Resolved merge conflicts in `using` directives between `net8.0` and `net9.0` project versions. Implemented the `Handle` method to delegate request processing.
Added a new `SignatureDto` record to represent captured signatures with metadata, including properties like `ElementId`, `DataUrl`, `FullName`, `Position`, and `Place`. Updated `SigningCommand` to include a `Signatures` property for handling multiple signatures, deprecating `PsPdfKitAnnotation`.
Introduced a `MappingProfile` class to map `SignatureDto` to `DocReceiverElement` using AutoMapper. Added necessary `using` directives to support the new mapping configuration.
Updated the codebase to replace the `Signature` record with the new `DocReceiverElementCreateDto` record for better alignment with the domain model.
- Updated `EnvelopeReceiverController` to use `DocReceiverElements` instead of `Signatures` when iterating over `Receivers`.
- Replaced the `Signature` record with `DocReceiverElementCreateDto` in `CreateEnvelopeReceiverCommand`.
- Updated `ReceiverGetOrCreateCommand` to use a `DocReceiverElements` property instead of `Signatures`.
These changes ensure consistency and reflect a shift in how document-related data is represented.
Renamed `SignatureDto` to `DocReceiverElementDto` across the codebase to better reflect its purpose as a DTO for document receiver elements.
Updated all references, including:
- `SignatureController.cs`: Changed `doc.Elements` type to `IEnumerable<DocReceiverElementDto>`.
- `DocumentDto.cs`: Updated `Elements` property type.
- `MappingProfile.cs`: Adjusted mappings for the renamed DTO.
- `IDocumentReceiverElementService.cs` and `DocumentReceiverElementService.cs`: Updated interfaces and services to use the new DTO.
- `TestDocumentReceiverElementController.cs`: Updated generic type parameters.
These changes improve clarity, align naming with the domain model, and ensure consistency throughout the application.
Updated all references to `SignCommand` to use the new `SigningCommand` name for consistency and clarity. This includes changes to class definitions, method signatures, and pipeline behaviors in the following files:
- `DependencyInjection.cs`: Updated pipeline behaviors to use `SigningCommand`.
- `AnnotationBehavior.cs`: Updated class definition and methods to use `SigningCommand`. Marked `SignCommand` as `[Obsolete]`.
- `DocStatusBehavior.cs`, `EnvelopeReceiverResolutionBehavior.cs`, `HistoryBehavior.cs`, `SendSignedMailBehavior.cs`: Updated class definitions and methods to use `SigningCommand`.
- `SendSignedMailBehavior.cs`: Updated `CreatePlaceHolders` method to accept `SigningCommand`.
- `SigningCommand.cs`: Renamed `SignCommand` record to `SigningCommand` and updated internal methods and properties. Renamed `SignCommandHandler` to `SigningCommandHandler`.
Marked `SignCommand` as `[Obsolete]` where applicable to indicate deprecation. These changes improve code readability and align the command name with its purpose in the signing process.
Added EnvelopeReceiverResolutionBehavior as the first pipeline
behavior for SignCommand. Updated execution order of existing
behaviors: AnnotationBehavior (2nd), DocStatusBehavior (3rd),
and HistoryBehavior (4th). SendSignedMailBehavior remains last.
Updated comments to reflect the new execution order.
Introduced a new pipeline behavior class `EnvelopeReceiverResolutionBehavior` to resolve and validate the `EnvelopeReceiver` during the signing process.
- Added necessary `using` directives for dependencies such as `AutoMapper`, `MediatR`, and `IRepository`.
- Implemented the `Handle` method to query the database for `EnvelopeReceiver` if not provided in the `SignCommand` request.
- Throws a `NotFoundException` if the `EnvelopeReceiver` is not found.
- Maps the retrieved entity to a DTO and sets it in the request.
- Ensures the behavior executes before other signing process behaviors.
Refactored the `SignCommand` class to inherit from `EnvelopeReceiverQueryBase` and introduced a private backing field `_envelopeReceiver` for better encapsulation. Added an internal method `SetEnvelopeReceiver` to manage the envelope receiver data. Updated the `EnvelopeReceiver` property to use the backing field and removed the `required` modifier for more controlled initialization.
Clarified comments in `SignCommandHandler` to emphasize that all processing is handled by pipeline behaviors, leaving the handler intentionally empty. Made minor adjustments to comments for improved clarity and consistency.
Removed the `EmailAddress` property from the `SignCommand` class, which previously retrieved the receiver's email address and threw an exception if the receiver was null. This change eliminates reliance on `EnvelopeReceiver`.
Removed the `ToJson` extension method usage and the associated `using EnvelopeGenerator.Application.Common.Extensions;` directive, as well as the unused `using EnvelopeGenerator.Domain.Constants;` directive.
Marked the `PsPdfKitAnnotation` property as `[Obsolete]`, directing users to use `Signature.Commands.SignCommand` instead, signaling a transition to a newer implementation.
Updated the `EmailAddress` and `ReferenceString` properties
of the `EmailOut` object in `SendSignedMailBehavior` to use
`request.EnvelopeReceiver.Receiver!.EmailAddress` instead of
`request.EmailAddress`. This ensures the values are derived
from the `EnvelopeReceiver.Receiver` object for improved
accuracy and consistency.
Updated the `Handle` method in multiple classes implementing
`IPipelineBehavior<SignCommand, Unit>` to pass the `cancellationToken`
parameter to the `next()` method. This change ensures consistent
propagation of the `cancellationToken` through the pipeline, enabling
proper handling of cancellation requests during asynchronous operations.
Modified files:
- AnnotationBehavior.cs
- DocStatusBehavior.cs
- HistoryBehavior.cs
- SendSignedMailBehavior.cs
The `PsPdfKitAnnotation` property in the `SignCommand` class has been marked as `[Obsolete]` with a deprecation message suggesting the use of `Signature.Commands.SignCommand` instead.
The `TemplateType` property, which returned the `EmailTemplateType.DocumentSigned` value, has been removed from the `SignCommand` class.
Added an [Obsolete] attribute to the PsPdfKitAnnotation property
in the DocSignedNotification class, indicating that the PSPDFKit
library is deprecated.
Reorganized using directives in DocumentReceiverElementService.cs
to improve consistency and maintain code readability.
Updated namespaces from `Signature` to `Signatures` for consistency and clarity across the application. Simplified pipeline behavior registrations in `DependencyInjection.cs` by using shorter references. Added `Microsoft.Extensions.Configuration` to `DependencyInjection.cs` to support configuration functionality. Ensured all references to `SignCommand` and related behaviors align with the new namespace structure.
Added `[Obsolete]` attributes to classes, methods, and properties related to the deprecated PSPDFKit library and notifications.
- Marked `AnnotationHandler`, `DocStatusHandler`, `AnnotationBehavior`, and `DocStatusBehavior` as obsolete.
- Marked `Handle` methods in `DocStatusHandler` and `DocStatusBehavior` as obsolete.
- Marked `PsPdfKitAnnotation` property in `SignCommand` as obsolete.
- Marked `CreateOrUpdate` method in `AnnotationController` as obsolete.
- Added `Handle` methods in `DocStatusHandler` and `DocStatusBehavior` to send `CreateDocStatusCommand`.
- Updated `AnnotationController` dependencies to include `EnvelopeGenerator.Application.Common.Dto`.
These changes indicate a transition to `Signature.Commands.SignCommand` and deprecate PSPDFKit-related functionality.
