Files
OpenSign/apps/OpenSignServer/cloud/parsefunction/reportsJson.js
T
prafull-opensignlabs e299891174 v2.12.0
feat: create duplicate template functionality
feat: add support of csv and xlsx for bulk contacts import
feat: add info text for forms and dashboard button
feat: implement functionality to delete a PDF page while editing the document
feat: show completed documents in which signers included but not owner in completed reports
feat: add delete folder button in opensign drive
feat: introduce Bcc email support for sending completed documents
feat: allow merging multiple pdf while drafting document and template
feat: add 'My Initials' tab for auto-signing in request-sign flow
feat: add support for redirect URL to navigate after document completion
feat: introduce privacy policy and digital signature terms before signing documents.
feat: add feature to allow adding new pages to existing document
feat: add save signature, initials, stamp functionality in sign pad for logged in user
feat: add preferences menu
feat: add save custom email template, notifyonsignature, set timezone, allow signature types in preferences
feat: secure local url
feat: implement Italian language translation
feat: implement German language translation
feat: update menu name from report to documents and shift contactbook in main menu
feat: provide edit contact functionality

fix: unable to delete folder when all its documents are deleted
fix: fields.push is not function
fix: document loading issue in opensign drive
fix: adjust the guest signature flow to display the document in full screen, eliminating any blank space which is displayed below the place holder in mobile view
fix: resolve issue of instance of pdfdict or pdfstream but got undefined

build(deps): update dependencies

refactor: change note text from add contact form
2025-02-10 14:41:16 +00:00

322 lines
9.0 KiB
JavaScript

export default function reportJson(id, userId) {
const currentUserId = userId;
switch (id) {
// draft documents report
case 'ByHuevtCFY':
return {
reportName: 'Draft Documents',
params: {
Type: { $ne: 'Folder' },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
SignedUrl: { $exists: false },
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Placeholders',
'IsSignyourself',
],
};
// Need your sign report
case '4Hhwbp482K':
return {
reportName: 'Need your sign',
params: {
Type: { $ne: 'Folder' },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
SignedUrl: { $ne: null },
ExpiryDate: { $gt: { __type: 'Date', iso: new Date().toISOString() } },
Placeholders: { $ne: null },
Signers: {
$inQuery: {
where: { UserId: { __type: 'Pointer', className: '_User', objectId: currentUserId } },
className: 'contracts_Contactbook',
},
},
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'ExtUserPtr.Email',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Signers.UserId',
'AuditTrail',
'Placeholders',
'SignedUrl',
'ExpiryDate',
],
};
// In progess report
case '1MwEuxLEkF':
return {
reportName: 'In-progress documents',
params: {
Type: { $ne: 'Folder' },
SignedUrl: { $ne: null },
Placeholders: { $ne: null },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
ExpiryDate: { $gt: { __type: 'Date', iso: new Date().toISOString() } },
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'ExtUserPtr.Email',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'AuditTrail',
'AuditTrail.UserPtr',
'ExpiryDate',
'SendMail',
'Placeholders',
'SignedUrl',
],
};
// completed documents report
case 'kQUoW4hUXz':
return {
reportName: 'Completed Documents',
params: {
Type: { $ne: 'Folder' },
IsCompleted: true,
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
// CreatedBy: {
// __type: 'Pointer',
// className: '_User',
// objectId: currentUserId,
// },
$or: [
// Condition 1: If `CreatedBy` exists, no need for `Signers` filter
{ CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId } },
// Condition 2: If `CreatedBy` does not exist, apply the `Signers` filter
{
Signers: {
$inQuery: {
where: {
UserId: { __type: 'Pointer', className: '_User', objectId: currentUserId },
},
className: 'contracts_Contactbook',
},
},
},
],
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'SignedUrl',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'TimeToCompleteDays',
'Placeholders',
'IsSignyourself',
'IsCompleted',
],
};
// declined documents report
case 'UPr2Fm5WY3':
return {
reportName: 'Declined Documents',
params: {
Type: null,
IsArchive: { $ne: true },
IsDeclined: true,
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Placeholders',
'DeclineReason',
'SignedUrl',
],
};
// Expired Documents report
case 'zNqBHXHsYH':
return {
reportName: 'Expired Documents',
params: {
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
Type: { $ne: 'Folder' },
SignedUrl: { $ne: null },
ExpiryDate: { $lt: { __type: 'Date', iso: new Date().toISOString() } },
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Placeholders',
'SignedUrl',
'ExpiryDate',
],
};
// Recently sent for signatures report show on dashboard
case 'd9k3UfYHBc':
return {
reportName: 'Recently sent for signatures',
params: {
Type: { $ne: 'Folder' },
SignedUrl: { $ne: null },
Placeholders: { $ne: null },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
ExpiryDate: { $gt: { __type: 'Date', iso: new Date().toISOString() } },
},
keys: [
'Name',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'ExtUserPtr.Email',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'AuditTrail',
'AuditTrail.UserPtr',
'ExpiryDate',
'Placeholders',
'SignedUrl',
],
};
// Recent signature requests report show on dashboard
case '5Go51Q7T8r':
return {
reportName: 'Recent signature requests',
params: {
Type: { $ne: 'Folder' },
SignedUrl: { $ne: null },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
ExpiryDate: { $gt: { __type: 'Date', iso: new Date().toISOString() } },
Placeholders: { $ne: null },
Signers: {
$inQuery: {
where: { UserId: { __type: 'Pointer', className: '_User', objectId: currentUserId } },
className: 'contracts_Contactbook',
},
},
},
keys: [
'Name',
'URL',
'ExtUserPtr.Name',
'ExtUserPtr.Email',
'Signers.Name',
'Signers.UserId',
'AuditTrail',
'Signers.Email',
'Signers.Phone',
'Placeholders',
'SignedUrl',
'ExpiryDate',
],
};
// Drafts report show on dashboard
case 'kC5mfynCi4':
return {
reportName: 'Drafts',
params: {
Type: { $ne: 'Folder' },
IsCompleted: { $ne: true },
IsDeclined: { $ne: true },
IsArchive: { $ne: true },
SignedUrl: { $exists: false },
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
},
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Placeholders',
],
};
// contact book report
case 'contacts':
return {
reportName: 'Contactbook',
reportClass: 'contracts_Contactbook',
params: {
CreatedBy: { __type: 'Pointer', className: '_User', objectId: currentUserId },
IsDeleted: { $ne: true },
},
keys: ['Name', 'Email', 'Phone'],
};
// Templates report
case '6TeaPr321t':
return {
reportName: 'Templates',
reportClass: 'contracts_Template',
params: { Type: { $ne: 'Folder' }, IsArchive: { $ne: true } },
keys: [
'Name',
'Note',
'Folder.Name',
'URL',
'ExtUserPtr.Name',
'Signers.Name',
'Signers.Email',
'Signers.Phone',
'Placeholders',
'IsPublic',
'SharedWith.Name',
'SendinOrder',
'SignatureType',
'NotifyOnSignatures',
],
};
default:
return null;
}
}