Commit Graph

729 Commits

Author SHA1 Message Date
3721ea9a1f Set envelope status and update title/message fields
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.
2026-10-02 13:02:51 +02:00
0eaa9ff08f Add request validation with FluentValidation
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.
2026-10-02 10:57:51 +02:00
ec79d7622e Add support for fetching document metadata separately
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.
2026-10-02 10:56:47 +02:00
f558d03bdf Refactor DocumentDto to use DocumentDetailsDto
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.
2026-10-02 10:55:09 +02:00
c7bc9fbcca Refactor EnvelopeType handling and improve validation
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.
2026-10-02 01:25:43 +02:00
61d04ca51a Add advanced envelope settings and EnvelopeTypeService
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.
2026-10-01 16:17:34 +02:00
3b5075fe44 Enhance envelope creation and update functionality
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.
2026-10-01 15:52:51 +02:00
7a114f47a6 feat(sender-editor): add PDF page rendering pipeline 2026-09-29 19:21:51 +02:00
ed44d841e7 Refactor PDF editor with custom rendering
Replaced `DxPdfViewer` with a custom PDF rendering solution in `SenderPdfImageEditor` to improve flexibility and control. Added support for displaying placeholder messages and interactive signature fields. Introduced the `SenderPdfFieldOverlay` record to encapsulate field data.

Updated `SenderEditorPage` logic to manage page counts, image URLs, and field overlays. Added a method to estimate PDF page counts. Refactored field removal logic to use index-based operations.

Enhanced styling in `envelope-viewer.css` for improved layout and responsiveness. Updated localization files with new strings for page labels and placeholders. Adjusted JavaScript selectors in `envelope-editor.js` to support the new rendering approach.
2026-09-29 16:01:42 +02:00
ad9250c7b1 Merge branch 'master' of http://git.dd:3000/AppStd/EnvelopeGenerator
# Conflicts:
#	EnvelopeGenerator.Server/EnvelopeGenerator.Server/Components/Pages/ReceiverSignedPage.razor
#	EnvelopeGenerator.Server/EnvelopeGenerator.Server/appsettings.json
2026-09-28 13:53:40 +02:00
e960c02cd4 Add AccessCode feature to EnvelopeSenderPage UI
Introduced a new `AccessCode` property in `EnvelopeReceiverDto` to support displaying and copying access codes in the envelope sender page.

- Updated `EnvelopeReceiverDto` to include the nullable `AccessCode` property.
- Enhanced `EnvelopeSenderPage.razor` to display the `AccessCode` for each receiver, with a copy-to-clipboard button.
- Implemented `CopyAccessCodeAsync` for clipboard functionality using JavaScript interop.
- Styled the `AccessCode` section in `sender-page.css` for a responsive and user-friendly design.
- Improved error handling for clipboard operations with console warnings.

These changes improve the user experience by allowing senders to view and copy access codes for receivers.
2026-09-28 12:47:37 +02:00
a0e2492757 Add email queuing for envelope invitation process
Introduced functionality to queue and send invitation emails to envelope receivers. Added new dependencies and private properties to support email handling, including repositories for `EmailTemplate` and `EmailOut`, as well as configuration services for `MailParams` and `DispatcherParams`.

Added the `QueueInvitationEmailsAsync` method to generate personalized email content using placeholders and store outgoing emails in the `EmailOut` repository. Introduced a helper method `ReplacePlaceHolders` for placeholder substitution in email templates.

Updated the `Handle` method to invoke `QueueInvitationEmailsAsync` after setting the envelope status to `EnvelopeQueued`. These changes ensure a modular and reusable email queuing process.
2026-09-28 12:35:51 +02:00
380a5f4c0c Add signature submission feature and pipeline updates
Introduced a new feature for submitting signatures, including
backend and frontend changes. Added `SignatureSubmitDto` and
`SubmitAsync` in `SignatureService` to handle signature data
submission. Implemented a new `Submit` endpoint in
`SignatureController` to validate and process signature payloads.

Updated pipeline behaviors to include `SaveSignatureBehavior`
and adjusted the execution order. Enhanced query logic in
`EnvelopeReceiverResolutionBehavior` and `SaveSignatureBehavior`
to align with the updated data model.

Refactored `EGDbContext` to improve trigger handling and logging.
Updated `ReceiverSignedPage.razor` to integrate `SignatureService`
and handle submission errors gracefully. Adjusted application
URLs in `launchSettings.json` and added new database triggers
in `appsettings.json`.
2026-09-28 12:21:44 +02:00
d00c459124 Optimize query with eager loading for related entities
Added `Include` statements to the LINQ query in the
`ReadEnvelopeQueryHandler` class to eagerly load related
entities (`Type`, `EnvelopeReceivers` with `Receiver`, and
`Histories`). This change reduces lazy-loading overhead and
ensures all necessary data is retrieved in a single query,
improving performance.
2026-09-28 11:57:41 +02:00
735f072dd1 Add localization support for multi-language UI
This commit introduces comprehensive localization support for the application, enabling dynamic language switching and localized UI elements. Key changes include:

- Added `.resx` files for German (de-DE), English (en-US), and French (fr-FR).
- Updated Razor components to use `IStringLocalizer` for dynamic string localization.
- Introduced the `L(string key, string fallback)` helper method for consistent localized string retrieval with fallback support.
- Implemented dynamic culture initialization in `Program.cs` via an API call to `/api/Localization/lang`.
- Localized error pages, grid columns, tabs, popups, validation messages, and tooltips.
- Dynamically generated privacy policy links based on the current culture.
- Improved user experience with fully localized loading states, error handling, and UI labels.

These changes enhance accessibility and usability, making the application more user-friendly for a global audience.
2026-09-28 10:46:06 +02:00
051a8ce211 Add history display and enhance status handling
Introduced a "Historie" section in `EnvelopeSenderPage.razor` to display envelope history with status badges, actor info, and timestamps. Updated `ReadEnvelopeQueryHandler` to include histories in queries.

Refactored `GetStatusInfo` to use localized labels and expanded supported statuses. Added helper methods for history processing and display.

Enhanced UI with new styles for the history section in `sender-page.css` and improved responsive design. Added dependency injections for localization and history handling.
2026-09-28 08:39:39 +02:00
519a8bf3f9 Refactor sender resolution and add history logging
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.
2026-09-27 20:20:01 +02:00
a7d0b40e39 Refactor DocReceiverElement handling and add draft workflow
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.
2026-09-27 19:56:02 +02:00
4d2538cc2c refactor(envelope): consolidate draft flow into upsert command
- 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
2026-09-26 13:11:28 +02:00
3fbf011fe3 refactor(envelope): update delete handler with explicit field update 2026-09-25 14:21:56 +02:00
6e44d0d4b5 feat(sender): add envelope draft save command and endpoint 2026-09-25 14:21:08 +02:00
4449743105 feat: add envelope delete command and API endpoint 2026-09-25 11:31:40 +02:00
86758bb127 feat(application): add UserId filter to ReadDocumentQuery
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.
2026-09-23 15:28:55 +02:00
f517ab4cfb Enhance grid UI and refactor boot overlay logic
- 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.
2026-09-21 12:03:27 +02:00
0fdfe991ea SF-74: Domain/Application — UserPreferences DTO, interface, Sender role constant 2026-09-03 14:57:21 +02:00
2e634361c5 Add user preferences management via distributed cache
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.
2026-09-02 12:35:19 +02:00
3d2fe532e5 Change @OUT_RECEIVER_ID type from int to bigint
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.
2026-07-02 01:12:28 +02:00
cc2aea90ed Enhance query criteria and add partial email matching
- 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`.
2026-07-01 15:15:50 +02:00
85a0736106 Add envelope history tracking and receiver signing status
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.
2026-06-25 14:43:09 +02:00
7456babe0d Merge branch 'master' into bugfix/devexpress-pdf-not-displaying 2026-06-24 16:17:40 +02:00
b6ec5307b6 Refactor HTTP client management and service lifetimes
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.
2026-06-22 17:35:00 +02:00
714cb9555f feat(i18n): add sender-side UI resources and extension methods
- Added 46 resource strings (de-DE, en-US, fr-FR) for sender UI
- Added corresponding extension methods in Resource.cs
- Migrated from Form app for ReceiverUI sender pages
2026-06-17 15:58:30 +02:00
315a022cb8 feat: Add sender-side UI resource strings for all languages
Added 46 new localized strings to support sender-side UI implementation:

Resources added:
- Resource.de-DE.resx (German)
- Resource.en-US.resx (English)
- Resource.fr-FR.resx (French)

Categories covered:
- Dashboard actions (NewEnvelope, LoadEnvelope, DeleteEnvelope, etc.)
- Grid columns (Receivers, Status, Type, CreatedOn, etc.)
- Toolbar actions (RefreshData, ShowDocument, ResendInvitation, etc.)
- Envelope editor (AddFile, MergeFiles, EditFields, SendEnvelope, etc.)
- Settings (Language, UseAccessCode, TwoFactorEnabled, etc.)
- Reminders & expiry (FirstReminderDays, ExpiresWhenDays, etc.)

Source: Migrated from EnvelopeGenerator.Form resx files
Purpose: Support upcoming ReceiverUI sender pages implementation
2026-06-17 15:55:13 +02:00
73d793f0a0 remove ApiExplorerSettings attribute 2026-06-17 11:53:01 +02:00
c5e97ee30b move dto to common dir 2026-06-17 09:46:27 +02:00
561b844e59 Add filtering for active and completed envelopes
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`.
2026-06-15 15:07:12 +02:00
a3c653ddb3 Simplify Envelope to EnvelopeDto mapping
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`.
2026-06-12 15:15:09 +02:00
8d736cdc5e Refactor EnvelopeDto property for receiver handling
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>?`.
2026-06-12 15:14:51 +02:00
bc3134a033 Update Envelope to EnvelopeDto mapping configuration
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.
2026-06-11 23:04:43 +02:00
f106255c6b Add Receivers property to EnvelopeDto
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.
2026-06-11 23:04:31 +02:00
cb103dcb69 Restrict UserId visibility and update query includes
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.
2026-06-11 23:04:05 +02:00
90661cb856 Enhance SaveSignatureBehavior with validation and repo logic
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.
2026-06-10 15:18:53 +02:00
04e30b0d79 Add ReceiverAppType property and enum to SigningCommand
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.
2026-06-10 15:18:22 +02:00
d0a50f63db Improve validation and error handling in AnnotationBehavior
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.
2026-06-10 15:17:25 +02:00
9d20ba1987 Rename ElementId to Id in Signature record
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.
2026-06-10 12:38:38 +02:00
66f7b6f5e1 Enhance AutoMapper mappings and add base64 decoding
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.
2026-06-10 12:36:35 +02:00
a49dd0ff81 Replace SignatureDto with new Signature record
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.
2026-06-10 11:38:02 +02:00
cfb5c15fda Add ReadDocReceiverElementQuery and handler
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`.
2026-06-10 10:31:56 +02:00
a0ed3e2fe4 Add SaveSignatureBehavior and resolve merge conflicts
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.
2026-06-09 23:28:59 +02:00
f5505190e9 Add SignatureDto and mapping for signature handling
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.
2026-06-09 23:20:53 +02:00