chore: merged main

packages/lib/client-only/hooks/use-editor-recipients.ts

@@ -1,3 +1,4 @@
+import { IS_INSTANCE_CSC_MODE } from '@documenso/lib/constants/app';
 import { ZRecipientActionAuthTypesSchema, ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import type { TEditorEnvelope } from '@documenso/lib/types/envelope-editor';
 import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
@@ -22,11 +23,49 @@ const LocalRecipientSchema = z.object({
 
 type TLocalRecipient = z.infer<typeof LocalRecipientSchema>;
 
-export const ZEditorRecipientsFormSchema = z.object({
-  signers: z.array(LocalRecipientSchema),
-  signingOrder: z.nativeEnum(DocumentSigningOrder),
-  allowDictateNextSigner: z.boolean().default(false),
-});
+/**
+ * Backstop validation that mirrors the CSC-mode UI overrides in
+ * `EnvelopeEditorProvider`. If anything bypasses the disabled controls (URL
+ * tampering, legacy form state, embedded host) the form refuses to submit
+ * rather than persisting values the TSP flow can't honour.
+ */
+export const ZEditorRecipientsFormSchema = z
+  .object({
+    signers: z.array(LocalRecipientSchema),
+    signingOrder: z.nativeEnum(DocumentSigningOrder),
+    allowDictateNextSigner: z.boolean().default(false),
+  })
+  .superRefine((data, ctx) => {
+    if (!IS_INSTANCE_CSC_MODE()) {
+      return;
+    }
+
+    if (data.signingOrder !== DocumentSigningOrder.SEQUENTIAL) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'CSC envelopes must use SEQUENTIAL signing order.',
+        path: ['signingOrder'],
+      });
+    }
+
+    if (data.allowDictateNextSigner) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'CSC envelopes do not support next-signer dictation.',
+        path: ['allowDictateNextSigner'],
+      });
+    }
+
+    data.signers.forEach((signer, index) => {
+      if (signer.role === RecipientRole.ASSISTANT) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: 'CSC envelopes do not support the assistant role.',
+          path: ['signers', index, 'role'],
+        });
+      }
+    });
+  });
 
 export type TEditorRecipientsFormSchema = z.infer<typeof ZEditorRecipientsFormSchema>;
 

packages/lib/client-only/providers/envelope-editor-provider.tsx

@@ -1,3 +1,4 @@
+import { IS_INSTANCE_CSC_MODE } from '@documenso/lib/constants/app';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import {
   DEFAULT_EDITOR_CONFIG,
@@ -36,6 +37,12 @@ type EnvelopeEditorProviderValue = {
   isEmbedded: boolean;
   isDocument: boolean;
   isTemplate: boolean;
+  /**
+   * Whether the instance is running in CSC (Cloud Signature Consortium) mode.
+   * Components can branch on this for any additional CSC-only UI gating
+   * beyond the overrides already baked into `editorConfig`.
+   */
+  isCscMode: boolean;
 
   setLocalEnvelope: (localEnvelope: Partial<TEditorEnvelope>) => void;
   updateEnvelope: (envelopeUpdates: UpdateEnvelopePayload) => void;
@@ -91,7 +98,7 @@ export const useCurrentEnvelopeEditor = () => {
 
 export const EnvelopeEditorProvider = ({
   children,
-  editorConfig = DEFAULT_EDITOR_CONFIG,
+  editorConfig: providedEditorConfig = DEFAULT_EDITOR_CONFIG,
   initialEnvelope,
   organisationEmails,
 }: EnvelopeEditorProviderProps) => {
@@ -103,6 +110,31 @@ export const EnvelopeEditorProvider = ({
   const [envelope, _setEnvelope] = useState(initialEnvelope);
   const [autosaveError, setAutosaveError] = useState<boolean>(false);
 
+  const isCscMode = IS_INSTANCE_CSC_MODE();
+
+  /**
+   * CSC-mode overrides applied on top of any caller-supplied editor config.
+   * TSP envelopes are forced SEQUENTIAL at send-time and the sign path has no
+   * nextSigner dictation; the assistant role's pre-fill semantics don't map
+   * onto each recipient signing their own complete PDF state. Hide all three
+   * up-front so authors don't pick options that would get silently coerced.
+   */
+  const editorConfig = useMemo<EnvelopeEditorConfig>(() => {
+    if (!isCscMode || !providedEditorConfig.recipients) {
+      return providedEditorConfig;
+    }
+
+    return {
+      ...providedEditorConfig,
+      recipients: {
+        ...providedEditorConfig.recipients,
+        allowConfigureSigningOrder: false,
+        allowConfigureDictateNextSigner: false,
+        allowAssistantRole: false,
+      },
+    };
+  }, [isCscMode, providedEditorConfig]);
+
   const envelopeRef = useRef(initialEnvelope);
 
   const externalFlushCallbacksRef = useRef<Map<string, () => Promise<void>>>(new Map());
@@ -467,6 +499,7 @@ export const EnvelopeEditorProvider = ({
         isEmbedded,
         isDocument: envelope.type === EnvelopeType.DOCUMENT,
         isTemplate: envelope.type === EnvelopeType.TEMPLATE,
+        isCscMode,
         setLocalEnvelope,
         getRecipientColorKey,
         updateEnvelope,