feat: embed authoring part two (#1768)

apps/remix/app/components/embed/authoring/configure-document-recipients.tsx

@@ -57,7 +57,7 @@ export const ConfigureDocumentRecipients = ({
     name: 'signers',
   });
 
-  const { getValues, watch } = useFormContext<TConfigureEmbedFormSchema>();
+  const { getValues, watch, setValue } = useFormContext<TConfigureEmbedFormSchema>();
 
   const signingOrder = watch('meta.signingOrder');
 
@@ -67,13 +67,16 @@ export const ConfigureDocumentRecipients = ({
 
   const onAddSigner = useCallback(() => {
     const signerNumber = signers.length + 1;
+    const recipientSigningOrder =
+      signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1;
 
     appendSigner({
       formId: nanoid(8),
       name: isTemplate ? `Recipient ${signerNumber}` : '',
       email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
       role: RecipientRole.SIGNER,
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1,
+      signingOrder:
+        signingOrder === DocumentSigningOrder.SEQUENTIAL ? recipientSigningOrder : undefined,
     });
   }, [appendSigner, signers]);
 
@@ -103,7 +106,7 @@ export const ConfigureDocumentRecipients = ({
       // Update signing order for each item
       const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
         ...s,
-        signingOrder: idx + 1,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? idx + 1 : undefined,
       }));
 
       // Update the form
@@ -123,7 +126,7 @@ export const ConfigureDocumentRecipients = ({
       const currentSigners = getValues('signers');
       const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
         ...signer,
-        signingOrder: index + 1,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? index + 1 : undefined,
       }));
 
       // Update the form with new ordering
@@ -132,6 +135,16 @@ export const ConfigureDocumentRecipients = ({
     [move, replace, getValues],
   );
 
+  const onSigningOrderChange = (signingOrder: DocumentSigningOrder) => {
+    setValue('meta.signingOrder', signingOrder);
+
+    if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
+      signers.forEach((_signer, index) => {
+        setValue(`signers.${index}.signingOrder`, index + 1);
+      });
+    }
+  };
+
   return (
     <div>
       <h3 className="text-foreground mb-1 text-lg font-medium">
@@ -152,11 +165,11 @@ export const ConfigureDocumentRecipients = ({
                 {...field}
                 id="signingOrder"
                 checked={field.value === DocumentSigningOrder.SEQUENTIAL}
-                onCheckedChange={(checked) => {
+                onCheckedChange={(checked) =>
-                  field.onChange(
+                  onSigningOrderChange(
                     checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
-                  );
+                  )
-                }}
+                }
                 disabled={isSubmitting}
               />
             </FormControl>
@@ -184,6 +197,7 @@ export const ConfigureDocumentRecipients = ({
                 disabled={isSubmitting || !isSigningOrderEnabled}
               />
             </FormControl>
+
             <div className="flex items-center">
               <FormLabel
                 htmlFor="allowDictateNextSigner"
@@ -227,13 +241,14 @@ export const ConfigureDocumentRecipients = ({
                   key={signer.id}
                   draggableId={signer.id}
                   index={index}
-                  isDragDisabled={!isSigningOrderEnabled || isSubmitting}
+                  isDragDisabled={!isSigningOrderEnabled || isSubmitting || signer.disabled}
                 >
                   {(provided, snapshot) => (
-                    <div
+                    <fieldset
                       ref={provided.innerRef}
                       {...provided.draggableProps}
                       {...provided.dragHandleProps}
+                      disabled={signer.disabled}
                       className={cn('py-1', {
                         'bg-widget-foreground pointer-events-none rounded-md pt-2':
                           snapshot.isDragging,
@@ -349,7 +364,7 @@ export const ConfigureDocumentRecipients = ({
                                   {...field}
                                   isAssistantEnabled={isSigningOrderEnabled}
                                   onValueChange={field.onChange}
-                                  disabled={isSubmitting || snapshot.isDragging}
+                                  disabled={isSubmitting || snapshot.isDragging || signer.disabled}
                                 />
                               </FormControl>
                               <FormMessage />
@@ -360,13 +375,18 @@ export const ConfigureDocumentRecipients = ({
                         <Button
                           type="button"
                           variant="ghost"
-                          disabled={isSubmitting || signers.length === 1 || snapshot.isDragging}
+                          disabled={
+                            isSubmitting ||
+                            signers.length === 1 ||
+                            snapshot.isDragging ||
+                            signer.disabled
+                          }
                           onClick={() => removeSigner(index)}
                         >
                           <Trash className="h-4 w-4" />
                         </Button>
                       </motion.div>
-                    </div>
+                    </fieldset>
                   )}
                 </Draggable>
               ))}

apps/remix/app/components/embed/authoring/configure-document-view.tsx

@@ -30,10 +30,15 @@ import {
 export interface ConfigureDocumentViewProps {
   onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
   defaultValues?: Partial<TConfigureEmbedFormSchema>;
+  disableUpload?: boolean;
   isSubmitting?: boolean;
 }
 
-export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocumentViewProps) => {
+export const ConfigureDocumentView = ({
+  onSubmit,
+  defaultValues,
+  disableUpload,
+}: ConfigureDocumentViewProps) => {
   const { isTemplate } = useConfigureDocument();
 
   const form = useForm<TConfigureEmbedFormSchema>({
@@ -47,6 +52,7 @@ export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocu
           email: isTemplate ? `recipient.${1}@document.com` : '',
           role: RecipientRole.SIGNER,
           signingOrder: 1,
+          disabled: false,
         },
       ],
       meta: {
@@ -110,7 +116,7 @@ export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocu
             />
           </div>
 
-          <ConfigureDocumentUpload isSubmitting={isSubmitting} />
+          {!disableUpload && <ConfigureDocumentUpload isSubmitting={isSubmitting} />}
           <ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
           <ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
 

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -15,11 +15,13 @@ export const ZConfigureEmbedFormSchema = z.object({
   signers: z
     .array(
       z.object({
+        nativeId: z.number().optional(),
         formId: z.string(),
         name: z.string().min(1, { message: 'Name is required' }),
         email: z.string().email('Invalid email address'),
         role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
         signingOrder: z.number().optional(),
+        disabled: z.boolean().optional(),
       }),
     )
     .min(1, { message: 'At least one signer is required' }),
@@ -34,7 +36,7 @@ export const ZConfigureEmbedFormSchema = z.object({
     language: ZDocumentMetaLanguageSchema.optional(),
     signatureTypes: z.array(z.string()).default([]),
     signingOrder: z.enum(['SEQUENTIAL', 'PARALLEL']),
-    allowDictateNextSigner: z.boolean().default(false),
+    allowDictateNextSigner: z.boolean().default(false).optional(),
     externalId: z.string().optional(),
   }),
   documentData: z

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -2,12 +2,11 @@ import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData } from '@prisma/client';
+import type { DocumentData, FieldType } from '@prisma/client';
-import { FieldType, ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
 import { ChevronsUpDown } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
-import { z } from 'zod';
 
 import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
 import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
@@ -30,6 +29,7 @@ import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/shee
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+import type { TConfigureFieldsFormSchema } from './configure-fields-view.types';
 import { FieldAdvancedSettingsDrawer } from './field-advanced-settings-drawer';
 
 const MIN_HEIGHT_PX = 12;
@@ -38,28 +38,9 @@ const MIN_WIDTH_PX = 36;
 const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
 const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
 
-export const ZConfigureFieldsFormSchema = z.object({
-  fields: z.array(
-    z.object({
-      formId: z.string().min(1),
-      id: z.string().min(1),
-      type: z.nativeEnum(FieldType),
-      signerEmail: z.string().min(1),
-      recipientId: z.number().min(0),
-      pageNumber: z.number().min(1),
-      pageX: z.number().min(0),
-      pageY: z.number().min(0),
-      pageWidth: z.number().min(0),
-      pageHeight: z.number().min(0),
-      fieldMeta: ZFieldMetaSchema.optional(),
-    }),
-  ),
-});
-
-export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
-
 export type ConfigureFieldsViewProps = {
   configData: TConfigureEmbedFormSchema;
+  documentData?: DocumentData;
   defaultValues?: Partial<TConfigureFieldsFormSchema>;
   onBack: (data: TConfigureFieldsFormSchema) => void;
   onSubmit: (data: TConfigureFieldsFormSchema) => void;
@@ -67,13 +48,14 @@ export type ConfigureFieldsViewProps = {
 
 export const ConfigureFieldsView = ({
   configData,
+  documentData,
   defaultValues,
   onBack,
   onSubmit,
 }: ConfigureFieldsViewProps) => {
+  const { _ } = useLingui();
   const { toast } = useToast();
   const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
-  const { _ } = useLingui();
 
   // Track if we're on a mobile device
   const [isMobile, setIsMobile] = useState(false);
@@ -99,7 +81,11 @@ export const ConfigureFieldsView = ({
     };
   }, []);
 
-  const documentData = useMemo(() => {
+  const normalizedDocumentData = useMemo(() => {
+    if (documentData) {
+      return documentData;
+    }
+
     if (!configData.documentData) {
       return null;
     }
@@ -116,7 +102,7 @@ export const ConfigureFieldsView = ({
 
   const recipients = useMemo(() => {
     return configData.signers.map<Recipient>((signer, index) => ({
-      id: index,
+      id: signer.nativeId || index,
       name: signer.name || '',
       email: signer.email || '',
       role: signer.role,
@@ -129,14 +115,14 @@ export const ConfigureFieldsView = ({
       signedAt: null,
       authOptions: null,
       rejectionReason: null,
-      sendStatus: SendStatus.NOT_SENT,
+      sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
-      readStatus: ReadStatus.NOT_OPENED,
+      readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
-      signingStatus: SigningStatus.NOT_SIGNED,
+      signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
     }));
   }, [configData.signers]);
 
   const [selectedRecipient, setSelectedRecipient] = useState<Recipient | null>(
-    () => recipients[0] || null,
+    () => recipients.find((r) => r.signingStatus === SigningStatus.NOT_SIGNED) || null,
   );
   const [selectedField, setSelectedField] = useState<FieldType | null>(null);
   const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
@@ -206,8 +192,8 @@ export const ConfigureFieldsView = ({
 
         const newField: TConfigureFieldsFormSchema['fields'][0] = {
           ...structuredClone(lastActiveField),
+          nativeId: undefined,
           formId: nanoid(12),
-          id: nanoid(12),
           signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
           recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
           pageX: lastActiveField.pageX + 3,
@@ -229,8 +215,8 @@ export const ConfigureFieldsView = ({
 
         append({
           ...copiedField,
+          nativeId: undefined,
           formId: nanoid(12),
-          id: nanoid(12),
           signerEmail: selectedRecipient?.email ?? copiedField.signerEmail,
           recipientId: selectedRecipient?.id ?? copiedField.recipientId,
           pageX: copiedField.pageX + 3,
@@ -303,7 +289,6 @@ export const ConfigureFieldsView = ({
       pageY -= fieldPageHeight / 2;
 
       const field = {
-        id: nanoid(12),
         formId: nanoid(12),
         type: selectedField,
         pageNumber,
@@ -526,9 +511,9 @@ export const ConfigureFieldsView = ({
             )}
 
             <Form {...form}>
-              {documentData && (
+              {normalizedDocumentData && (
                 <div>
-                  <PDFViewer documentData={documentData} />
+                  <PDFViewer documentData={normalizedDocumentData} />
 
                   <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
                     {localFields.map((field, index) => {

apps/remix/app/components/embed/authoring/configure-fields-view.types.ts

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
+
+export const ZConfigureFieldsFormSchema = z.object({
+  fields: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      formId: z.string().min(1),
+      type: z.nativeEnum(FieldType),
+      signerEmail: z.string().min(1),
+      inserted: z.boolean().optional(),
+      recipientId: z.number().min(0),
+      pageNumber: z.number().min(1),
+      pageX: z.number().min(0),
+      pageY: z.number().min(0),
+      pageWidth: z.number().min(0),
+      pageHeight: z.number().min(0),
+      fieldMeta: ZFieldMetaSchema.optional(),
+    }),
+  ),
+});
+
+export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
+
+export type TConfigureFieldsFormSchemaField = z.infer<
+  typeof ZConfigureFieldsFormSchema
+>['fields'][number];

apps/remix/app/components/embed/authoring/field-advanced-settings-drawer.tsx

@@ -1,6 +1,5 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import type { FieldType } from '@prisma/client';
 
 import { type TFieldMetaSchema as FieldMeta } from '@documenso/lib/types/field-meta';
 import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
@@ -8,35 +7,13 @@ import { FieldAdvancedSettings } from '@documenso/ui/primitives/document-flow/fi
 import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
 import { Sheet, SheetContent, SheetTitle } from '@documenso/ui/primitives/sheet';
 
+import type { TConfigureFieldsFormSchemaField } from './configure-fields-view.types';
+
 export type FieldAdvancedSettingsDrawerProps = {
   isOpen: boolean;
   onOpenChange: (isOpen: boolean) => void;
-  currentField: {
+  currentField: TConfigureFieldsFormSchemaField | null;
-    id: string;
+  fields: TConfigureFieldsFormSchemaField[];
-    formId: string;
-    type: FieldType;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
-    pageWidth: number;
-    pageHeight: number;
-    recipientId: number;
-    signerEmail: string;
-    fieldMeta?: FieldMeta;
-  } | null;
-  fields: Array<{
-    id: string;
-    formId: string;
-    type: FieldType;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
-    pageWidth: number;
-    pageHeight: number;
-    recipientId: number;
-    signerEmail: string;
-    fieldMeta?: FieldMeta;
-  }>;
   onFieldUpdate: (formId: string, fieldMeta: FieldMeta) => void;
 };
 

apps/remix/app/routes/embed+/v1+/authoring+/_layout.tsx

@@ -0,0 +1,102 @@
+import { useLayoutEffect } from 'react';
+
+import { Outlet, useLoaderData } from 'react-router';
+
+import { isCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { TrpcProvider } from '@documenso/trpc/react';
+
+import { ZBaseEmbedAuthoringSchema } from '~/types/embed-authoring-base-schema';
+import { injectCss } from '~/utils/css-vars';
+
+import type { Route } from './+types/_layout';
+
+export const loader = async ({ request }: Route.LoaderArgs) => {
+  const url = new URL(request.url);
+
+  const token = url.searchParams.get('token');
+
+  if (!token) {
+    return {
+      hasValidToken: false,
+      token,
+    };
+  }
+
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  let hasPlatformPlan = false;
+  let hasEnterprisePlan = false;
+  let hasCommunityPlan = false;
+
+  if (result) {
+    [hasCommunityPlan, hasPlatformPlan, hasEnterprisePlan] = await Promise.all([
+      isCommunityPlan({
+        userId: result.userId,
+        teamId: result.teamId ?? undefined,
+      }),
+      isDocumentPlatform({
+        userId: result.userId,
+        teamId: result.teamId,
+      }),
+      isUserEnterprise({
+        userId: result.userId,
+        teamId: result.teamId ?? undefined,
+      }),
+    ]);
+  }
+
+  return {
+    hasValidToken: !!result,
+    token,
+    hasCommunityPlan,
+    hasPlatformPlan,
+    hasEnterprisePlan,
+  };
+};
+
+export default function AuthoringLayout() {
+  const { hasValidToken, token, hasCommunityPlan, hasPlatformPlan, hasEnterprisePlan } =
+    useLoaderData<typeof loader>();
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      const { css, cssVars, darkModeDisabled } = result.data;
+
+      if (darkModeDisabled) {
+        document.documentElement.classList.add('dark-mode-disabled');
+      }
+
+      if (hasCommunityPlan || hasPlatformPlan || hasEnterprisePlan) {
+        injectCss({
+          css,
+          cssVars,
+        });
+      }
+    } catch (error) {
+      console.error(error);
+    }
+  }, []);
+
+  if (!hasValidToken) {
+    return <div>Invalid embedding presign token provided</div>;
+  }
+
+  return (
+    <TrpcProvider headers={{ authorization: `Bearer ${token}` }}>
+      <Outlet />
+    </TrpcProvider>
+  );
+}

apps/remix/app/routes/embed+/v1+/authoring+/document.create.tsx

@@ -12,10 +12,8 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
 import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
-import {
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
-  ConfigureFieldsView,
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
-  type TConfigureFieldsFormSchema,
-} from '~/components/embed/authoring/configure-fields-view';
 import {
   type TBaseEmbedAuthoringSchema,
   ZBaseEmbedAuthoringSchema,
@@ -71,6 +69,8 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
       // Use the externalId from the URL fragment if available
       const documentExternalId = externalId || configuration.meta.externalId;
 
+      const signatureTypes = configuration.meta.signatureTypes ?? [];
+
       const createResult = await createEmbeddingDocument({
         title: configuration.title,
         documentDataId: documentData.id,
@@ -78,14 +78,11 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
         meta: {
           ...configuration.meta,
           drawSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.DRAW),
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW),
           typedSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.TYPE),
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.UPLOAD),
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD),
         },
         recipients: configuration.signers.map((signer) => ({
           name: signer.name,
@@ -126,7 +123,7 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
 
       // Navigate to the completion page instead of the document details page
       await navigate(
-        `/embed/v1/authoring/create-completed?documentId=${createResult.documentId}&externalId=${documentExternalId}#${hash}`,
+        `/embed/v1/authoring/completed/create?documentId=${createResult.documentId}&externalId=${documentExternalId}#${hash}`,
       );
     } catch (err) {
       console.error('Error creating document:', err);

apps/remix/app/routes/embed+/v1+/authoring+/document.edit.$id.tsx

@@ -0,0 +1,314 @@
+import { useLayoutEffect, useMemo, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+import { DocumentDistributionMethod, DocumentSigningOrder, SigningStatus } from '@prisma/client';
+import { redirect, useLoaderData } from 'react-router';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  isValidDateFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
+import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { nanoid } from '@documenso/lib/universal/id';
+import { trpc } from '@documenso/trpc/react';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
+import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
+import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
+import {
+  type TBaseEmbedAuthoringSchema,
+  ZBaseEmbedAuthoringSchema,
+} from '~/types/embed-authoring-base-schema';
+
+import type { Route } from './+types/document.edit.$id';
+
+export const loader = async ({ request, params }: Route.LoaderArgs) => {
+  const { id } = params;
+
+  const url = new URL(request.url);
+
+  // We know that the token is present because we're checking it in the parent _layout route
+  const token = url.searchParams.get('token') || '';
+
+  // We also know that the token is valid, but we need the userId + teamId
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  if (!result) {
+    throw new Error('Invalid token');
+  }
+
+  const documentId = Number(id);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(`/embed/v1/authoring/error/not-found?documentId=${documentId}`);
+  }
+
+  const document = await getDocumentWithDetailsById({
+    documentId,
+    userId: result?.userId,
+    teamId: result?.teamId ?? undefined,
+  }).catch(() => null);
+
+  if (!document) {
+    throw redirect(`/embed/v1/authoring/error/not-found?documentId=${documentId}`);
+  }
+
+  const fields = document.fields.map((field) => ({
+    ...field,
+    positionX: field.positionX.toNumber(),
+    positionY: field.positionY.toNumber(),
+    width: field.width.toNumber(),
+    height: field.height.toNumber(),
+  }));
+
+  return {
+    document: {
+      ...document,
+      fields,
+    },
+  };
+};
+
+export default function EmbeddingAuthoringDocumentEditPage() {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { document } = useLoaderData<typeof loader>();
+
+  const signatureTypes = useMemo(() => {
+    const types: string[] = [];
+
+    if (document.documentMeta?.drawSignatureEnabled) {
+      types.push(DocumentSignatureType.DRAW);
+    }
+
+    if (document.documentMeta?.typedSignatureEnabled) {
+      types.push(DocumentSignatureType.TYPE);
+    }
+
+    if (document.documentMeta?.uploadSignatureEnabled) {
+      types.push(DocumentSignatureType.UPLOAD);
+    }
+
+    return types;
+  }, [document.documentMeta]);
+
+  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(() => ({
+    title: document.title,
+    documentData: undefined,
+    meta: {
+      subject: document.documentMeta?.subject ?? undefined,
+      message: document.documentMeta?.message ?? undefined,
+      distributionMethod:
+        document.documentMeta?.distributionMethod ?? DocumentDistributionMethod.EMAIL,
+      emailSettings: document.documentMeta?.emailSettings ?? ZDocumentEmailSettingsSchema.parse({}),
+      timezone: document.documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+      signingOrder: document.documentMeta?.signingOrder ?? DocumentSigningOrder.PARALLEL,
+      allowDictateNextSigner: document.documentMeta?.allowDictateNextSigner ?? false,
+      language: isValidLanguageCode(document.documentMeta?.language)
+        ? document.documentMeta.language
+        : undefined,
+      signatureTypes: signatureTypes,
+      dateFormat: isValidDateFormat(document.documentMeta?.dateFormat)
+        ? document.documentMeta?.dateFormat
+        : DEFAULT_DOCUMENT_DATE_FORMAT,
+      redirectUrl: document.documentMeta?.redirectUrl ?? undefined,
+    },
+    signers: document.recipients.map((recipient) => ({
+      nativeId: recipient.id,
+      formId: nanoid(8),
+      name: recipient.name,
+      email: recipient.email,
+      role: recipient.role,
+      signingOrder: recipient.signingOrder ?? undefined,
+      disabled: recipient.signingStatus !== SigningStatus.NOT_SIGNED,
+    })),
+  }));
+
+  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(() => ({
+    fields: document.fields.map((field) => ({
+      nativeId: field.id,
+      formId: nanoid(8),
+      type: field.type,
+      signerEmail:
+        document.recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
+      inserted: field.inserted,
+      recipientId: field.recipientId,
+      pageNumber: field.page,
+      pageX: field.positionX,
+      pageY: field.positionY,
+      pageWidth: field.width,
+      pageHeight: field.height,
+      fieldMeta: field.fieldMeta ?? undefined,
+    })),
+  }));
+
+  const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
+  const [externalId, setExternalId] = useState<string | null>(null);
+  const [currentStep, setCurrentStep] = useState(1);
+
+  const { mutateAsync: updateEmbeddingDocument } =
+    trpc.embeddingPresign.updateEmbeddingDocument.useMutation();
+
+  const handleConfigurePageViewSubmit = (data: TConfigureEmbedFormSchema) => {
+    // Store the configuration data and move to the field placement stage
+    setConfiguration(data);
+    setFields((fieldData) => {
+      if (!fieldData) {
+        return fieldData;
+      }
+
+      const signerEmails = data.signers.map((signer) => signer.email);
+
+      return {
+        fields: fieldData.fields.filter((field) => signerEmails.includes(field.signerEmail)),
+      };
+    });
+    setCurrentStep(2);
+  };
+
+  const handleBackToConfig = (data: TConfigureFieldsFormSchema) => {
+    // Return to the configuration view but keep the data
+    setFields(data);
+    setCurrentStep(1);
+  };
+
+  const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
+    try {
+      if (!configuration) {
+        toast({
+          variant: 'destructive',
+          title: _('Error'),
+          description: _('Please configure the document first'),
+        });
+
+        return;
+      }
+
+      const fields = data.fields;
+
+      // Use the externalId from the URL fragment if available
+      const documentExternalId = externalId || configuration.meta.externalId;
+
+      const updateResult = await updateEmbeddingDocument({
+        documentId: document.id,
+        title: configuration.title,
+        externalId: documentExternalId,
+        meta: {
+          ...configuration.meta,
+          drawSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW)
+            : undefined,
+          typedSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE)
+            : undefined,
+          uploadSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD)
+            : undefined,
+        },
+        recipients: configuration.signers.map((signer) => ({
+          id: signer.nativeId,
+          name: signer.name,
+          email: signer.email,
+          role: signer.role,
+          signingOrder: signer.signingOrder,
+          fields: fields
+            .filter((field) => field.signerEmail === signer.email)
+            // There's a gnarly discriminated union that makes this hard to satisfy, we're casting for the second
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            .map<any>((f) => ({
+              ...f,
+              id: f.nativeId,
+              pageX: f.pageX,
+              pageY: f.pageY,
+              width: f.pageWidth,
+              height: f.pageHeight,
+            })),
+        })),
+      });
+
+      toast({
+        title: _('Success'),
+        description: _('Document updated successfully'),
+      });
+
+      // Send a message to the parent window with the document details
+      if (window.parent !== window) {
+        window.parent.postMessage(
+          {
+            type: 'document-updated',
+            // documentId: updateResult.documentId,
+            documentId: 1,
+            externalId: documentExternalId,
+          },
+          '*',
+        );
+      }
+    } catch (err) {
+      console.error('Error updating document:', err);
+
+      toast({
+        variant: 'destructive',
+        title: _('Error'),
+        description: _('Failed to update document'),
+      });
+    }
+  };
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      setFeatures(result.data.features);
+
+      // Extract externalId from the parsed data if available
+      if (result.data.externalId) {
+        setExternalId(result.data.externalId);
+      }
+    } catch (err) {
+      console.error('Error parsing embedding params:', err);
+    }
+  }, []);
+
+  return (
+    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
+      <ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
+        <Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
+          <ConfigureDocumentView
+            defaultValues={configuration ?? undefined}
+            disableUpload={true}
+            onSubmit={handleConfigurePageViewSubmit}
+          />
+
+          <ConfigureFieldsView
+            configData={configuration!}
+            documentData={document.documentData}
+            defaultValues={fields ?? undefined}
+            onBack={handleBackToConfig}
+            onSubmit={handleConfigureFieldsSubmit}
+          />
+        </Stepper>
+      </ConfigureDocumentProvider>
+    </div>
+  );
+}

apps/remix/app/routes/embed+/v1+/authoring+/template.create.tsx

@@ -11,10 +11,8 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
 import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
-import {
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
-  ConfigureFieldsView,
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
-  type TConfigureFieldsFormSchema,
-} from '~/components/embed/authoring/configure-fields-view';
 import {
   type TBaseEmbedAuthoringSchema,
   ZBaseEmbedAuthoringSchema,
@@ -48,8 +46,6 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
 
   const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
     try {
-      console.log('configuration', configuration);
-      console.log('data', data);
       if (!configuration || !configuration.documentData) {
         toast({
           variant: 'destructive',
@@ -117,7 +113,7 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
 
       // Navigate to the completion page instead of the template details page
       await navigate(
-        `/embed/v1/authoring/create-completed?templateId=${createResult.templateId}&externalId=${metaWithExternalId.externalId}#${hash}`,
+        `/embed/v1/authoring/completed/create?templateId=${createResult.templateId}&externalId=${metaWithExternalId.externalId}#${hash}`,
       );
     } catch (err) {
       console.error('Error creating template:', err);

apps/remix/app/routes/embed+/v1+/authoring+/template.edit.$id.tsx

@@ -0,0 +1,314 @@
+import { useLayoutEffect, useMemo, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+import { DocumentDistributionMethod, DocumentSigningOrder, SigningStatus } from '@prisma/client';
+import { redirect, useLoaderData } from 'react-router';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  isValidDateFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
+import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { nanoid } from '@documenso/lib/universal/id';
+import { trpc } from '@documenso/trpc/react';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
+import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
+import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
+import {
+  type TBaseEmbedAuthoringSchema,
+  ZBaseEmbedAuthoringSchema,
+} from '~/types/embed-authoring-base-schema';
+
+import type { Route } from './+types/document.edit.$id';
+
+export const loader = async ({ request, params }: Route.LoaderArgs) => {
+  const { id } = params;
+
+  const url = new URL(request.url);
+
+  // We know that the token is present because we're checking it in the parent _layout route
+  const token = url.searchParams.get('token') || '';
+
+  // We also know that the token is valid, but we need the userId + teamId
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  if (!result) {
+    throw new Error('Invalid token');
+  }
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect(`/embed/v1/authoring/error/not-found?templateId=${templateId}`);
+  }
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: result?.userId,
+    teamId: result?.teamId ?? undefined,
+  }).catch(() => null);
+
+  if (!template) {
+    throw redirect(`/embed/v1/authoring/error/not-found?templateId=${templateId}`);
+  }
+
+  const fields = template.fields.map((field) => ({
+    ...field,
+    positionX: field.positionX.toNumber(),
+    positionY: field.positionY.toNumber(),
+    width: field.width.toNumber(),
+    height: field.height.toNumber(),
+  }));
+
+  return {
+    template: {
+      ...template,
+      fields,
+    },
+  };
+};
+
+export default function EmbeddingAuthoringTemplateEditPage() {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { template } = useLoaderData<typeof loader>();
+
+  const signatureTypes = useMemo(() => {
+    const types: string[] = [];
+
+    if (template.templateMeta?.drawSignatureEnabled) {
+      types.push(DocumentSignatureType.DRAW);
+    }
+
+    if (template.templateMeta?.typedSignatureEnabled) {
+      types.push(DocumentSignatureType.TYPE);
+    }
+
+    if (template.templateMeta?.uploadSignatureEnabled) {
+      types.push(DocumentSignatureType.UPLOAD);
+    }
+
+    return types;
+  }, [template.templateMeta]);
+
+  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(() => ({
+    title: template.title,
+    documentData: undefined,
+    meta: {
+      subject: template.templateMeta?.subject ?? undefined,
+      message: template.templateMeta?.message ?? undefined,
+      distributionMethod:
+        template.templateMeta?.distributionMethod ?? DocumentDistributionMethod.EMAIL,
+      emailSettings: template.templateMeta?.emailSettings ?? ZDocumentEmailSettingsSchema.parse({}),
+      timezone: template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+      signingOrder: template.templateMeta?.signingOrder ?? DocumentSigningOrder.PARALLEL,
+      allowDictateNextSigner: template.templateMeta?.allowDictateNextSigner ?? false,
+      language: isValidLanguageCode(template.templateMeta?.language)
+        ? template.templateMeta.language
+        : undefined,
+      signatureTypes: signatureTypes,
+      dateFormat: isValidDateFormat(template.templateMeta?.dateFormat)
+        ? template.templateMeta?.dateFormat
+        : DEFAULT_DOCUMENT_DATE_FORMAT,
+      redirectUrl: template.templateMeta?.redirectUrl ?? undefined,
+    },
+    signers: template.recipients.map((recipient) => ({
+      nativeId: recipient.id,
+      formId: nanoid(8),
+      name: recipient.name,
+      email: recipient.email,
+      role: recipient.role,
+      signingOrder: recipient.signingOrder ?? undefined,
+      disabled: recipient.signingStatus !== SigningStatus.NOT_SIGNED,
+    })),
+  }));
+
+  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(() => ({
+    fields: template.fields.map((field) => ({
+      nativeId: field.id,
+      formId: nanoid(8),
+      type: field.type,
+      signerEmail:
+        template.recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
+      inserted: field.inserted,
+      recipientId: field.recipientId,
+      pageNumber: field.page,
+      pageX: field.positionX,
+      pageY: field.positionY,
+      pageWidth: field.width,
+      pageHeight: field.height,
+      fieldMeta: field.fieldMeta ?? undefined,
+    })),
+  }));
+
+  const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
+  const [externalId, setExternalId] = useState<string | null>(null);
+  const [currentStep, setCurrentStep] = useState(1);
+
+  const { mutateAsync: updateEmbeddingTemplate } =
+    trpc.embeddingPresign.updateEmbeddingTemplate.useMutation();
+
+  const handleConfigurePageViewSubmit = (data: TConfigureEmbedFormSchema) => {
+    // Store the configuration data and move to the field placement stage
+    setConfiguration(data);
+    setFields((fieldData) => {
+      if (!fieldData) {
+        return fieldData;
+      }
+
+      const signerEmails = data.signers.map((signer) => signer.email);
+
+      return {
+        fields: fieldData.fields.filter((field) => signerEmails.includes(field.signerEmail)),
+      };
+    });
+    setCurrentStep(2);
+  };
+
+  const handleBackToConfig = (data: TConfigureFieldsFormSchema) => {
+    // Return to the configuration view but keep the data
+    setFields(data);
+    setCurrentStep(1);
+  };
+
+  const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
+    try {
+      if (!configuration) {
+        toast({
+          variant: 'destructive',
+          title: _('Error'),
+          description: _('Please configure the document first'),
+        });
+
+        return;
+      }
+
+      const fields = data.fields;
+
+      // Use the externalId from the URL fragment if available
+      const templateExternalId = externalId || configuration.meta.externalId;
+
+      const updateResult = await updateEmbeddingTemplate({
+        templateId: template.id,
+        title: configuration.title,
+        externalId: templateExternalId,
+        meta: {
+          ...configuration.meta,
+          drawSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW)
+            : undefined,
+          typedSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE)
+            : undefined,
+          uploadSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD)
+            : undefined,
+        },
+        recipients: configuration.signers.map((signer) => ({
+          id: signer.nativeId,
+          name: signer.name,
+          email: signer.email,
+          role: signer.role,
+          signingOrder: signer.signingOrder,
+          fields: fields
+            .filter((field) => field.signerEmail === signer.email)
+            // There's a gnarly discriminated union that makes this hard to satisfy, we're casting for the second
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            .map<any>((f) => ({
+              ...f,
+              id: f.nativeId,
+              pageX: f.pageX,
+              pageY: f.pageY,
+              width: f.pageWidth,
+              height: f.pageHeight,
+            })),
+        })),
+      });
+
+      toast({
+        title: _('Success'),
+        description: _('Document updated successfully'),
+      });
+
+      // Send a message to the parent window with the template details
+      if (window.parent !== window) {
+        window.parent.postMessage(
+          {
+            type: 'template-updated',
+            // templateId: updateResult.templateId,
+            templateId: 1,
+            externalId: templateExternalId,
+          },
+          '*',
+        );
+      }
+    } catch (err) {
+      console.error('Error updating template:', err);
+
+      toast({
+        variant: 'destructive',
+        title: _('Error'),
+        description: _('Failed to update template'),
+      });
+    }
+  };
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      setFeatures(result.data.features);
+
+      // Extract externalId from the parsed data if available
+      if (result.data.externalId) {
+        setExternalId(result.data.externalId);
+      }
+    } catch (err) {
+      console.error('Error parsing embedding params:', err);
+    }
+  }, []);
+
+  return (
+    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
+      <ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
+        <Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
+          <ConfigureDocumentView
+            defaultValues={configuration ?? undefined}
+            disableUpload={true}
+            onSubmit={handleConfigurePageViewSubmit}
+          />
+
+          <ConfigureFieldsView
+            configData={configuration!}
+            documentData={template.templateDocumentData}
+            defaultValues={fields ?? undefined}
+            onBack={handleBackToConfig}
+            onSubmit={handleConfigureFieldsSubmit}
+          />
+        </Stepper>
+      </ConfigureDocumentProvider>
+    </div>
+  );
+}

apps/remix/app/routes/embed+/v1.authoring+/_layout.tsx

@@ -1,66 +0,0 @@
-import { useLayoutEffect, useState } from 'react';
-
-import { Outlet } from 'react-router';
-
-import { TrpcProvider, trpc } from '@documenso/trpc/react';
-
-import { EmbedClientLoading } from '~/components/embed/embed-client-loading';
-import { ZBaseEmbedAuthoringSchema } from '~/types/embed-authoring-base-schema';
-import { injectCss } from '~/utils/css-vars';
-
-export default function AuthoringLayout() {
-  const [token, setToken] = useState('');
-
-  const {
-    mutateAsync: verifyEmbeddingPresignToken,
-    isPending: isVerifyingEmbeddingPresignToken,
-    data: isVerified,
-  } = trpc.embeddingPresign.verifyEmbeddingPresignToken.useMutation();
-
-  useLayoutEffect(() => {
-    try {
-      const hash = window.location.hash.slice(1);
-
-      const result = ZBaseEmbedAuthoringSchema.safeParse(
-        JSON.parse(decodeURIComponent(atob(hash))),
-      );
-
-      if (!result.success) {
-        return;
-      }
-
-      const { token, css, cssVars, darkModeDisabled } = result.data;
-
-      if (darkModeDisabled) {
-        document.documentElement.classList.add('dark-mode-disabled');
-      }
-
-      injectCss({
-        css,
-        cssVars,
-      });
-
-      void verifyEmbeddingPresignToken({ token }).then((result) => {
-        if (result.success) {
-          setToken(token);
-        }
-      });
-    } catch (err) {
-      console.error('Error verifying embedding presign token:', err);
-    }
-  }, []);
-
-  if (isVerifyingEmbeddingPresignToken) {
-    return <EmbedClientLoading />;
-  }
-
-  if (typeof isVerified !== 'undefined' && !isVerified.success) {
-    return <div>Invalid embedding presign token</div>;
-  }
-
-  return (
-    <TrpcProvider headers={{ authorization: `Bearer ${token}` }}>
-      <Outlet />
-    </TrpcProvider>
-  );
-}

packages/lib/constants/date-formats.ts

@@ -17,6 +17,8 @@ export const VALID_DATE_FORMAT_VALUES = [
   "yyyy-MM-dd'T'HH:mm:ss.SSSXXX",
 ] as const;
 
+export type ValidDateFormat = (typeof VALID_DATE_FORMAT_VALUES)[number];
+
 export const DATE_FORMATS = [
   {
     key: 'yyyy-MM-dd_hh:mm_a',
@@ -94,3 +96,7 @@ export const convertToLocalSystemFormat = (
 
   return formattedDate;
 };
+
+export const isValidDateFormat = (dateFormat: unknown): dateFormat is ValidDateFormat => {
+  return VALID_DATE_FORMAT_VALUES.includes(dateFormat as ValidDateFormat);
+};

packages/lib/jobs/definitions/emails/send-team-deleted-email.ts

@@ -25,6 +25,7 @@ const SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION_SCHEMA = z.object({
         typedSignatureEnabled: z.boolean(),
         uploadSignatureEnabled: z.boolean(),
         drawSignatureEnabled: z.boolean(),
+        allowEmbeddedAuthoring: z.boolean(),
       })
       .nullish(),
   }),

packages/lib/server-only/recipient/set-document-recipients.ts

@@ -252,7 +252,10 @@ export const setDocumentRecipients = async ({
           });
         }
 
-        return upsertedRecipient;
+        return {
+          ...upsertedRecipient,
+          clientId: recipient.clientId,
+        };
       }),
     );
   });
@@ -332,7 +335,7 @@ export const setDocumentRecipients = async ({
   }
 
   // Filter out recipients that have been removed or have been updated.
-  const filteredRecipients: Recipient[] = existingRecipients.filter((recipient) => {
+  const filteredRecipients: RecipientDataWithClientId[] = existingRecipients.filter((recipient) => {
     const isRemoved = removedRecipients.find(
       (removedRecipient) => removedRecipient.id === recipient.id,
     );
@@ -353,6 +356,7 @@ export const setDocumentRecipients = async ({
  */
 type RecipientData = {
   id?: number | null;
+  clientId?: string | null;
   email: string;
   name: string;
   role: RecipientRole;
@@ -361,6 +365,10 @@ type RecipientData = {
   actionAuth?: TRecipientActionAuthTypes | null;
 };
 
+type RecipientDataWithClientId = Recipient & {
+  clientId?: string | null;
+};
+
 const hasRecipientBeenChanged = (recipient: Recipient, newRecipientData: RecipientData) => {
   const authOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
 

packages/prisma/migrations/20250501123616_add_embedded_authoring_team_flag/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "TeamGlobalSettings" ADD COLUMN     "allowEmbeddedAuthoring" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/schema.prisma

@@ -565,6 +565,8 @@ model TeamGlobalSettings {
   brandingCompanyDetails String  @default("")
   brandingHidePoweredBy  Boolean @default(false)
 
+  allowEmbeddedAuthoring Boolean @default(false)
+
   team Team @relation(fields: [teamId], references: [id], onDelete: Cascade)
 }
 

packages/trpc/server/embedding-router/_router.ts

@@ -2,7 +2,8 @@ import { router } from '../trpc';
 import { createEmbeddingDocumentRoute } from './create-embedding-document';
 import { createEmbeddingPresignTokenRoute } from './create-embedding-presign-token';
 import { createEmbeddingTemplateRoute } from './create-embedding-template';
-import { getEmbeddingDocumentRoute } from './get-embedding-document';
+import { updateEmbeddingDocumentRoute } from './update-embedding-document';
+import { updateEmbeddingTemplateRoute } from './update-embedding-template';
 import { verifyEmbeddingPresignTokenRoute } from './verify-embedding-presign-token';
 
 export const embeddingPresignRouter = router({
@@ -10,5 +11,6 @@ export const embeddingPresignRouter = router({
   verifyEmbeddingPresignToken: verifyEmbeddingPresignTokenRoute,
   createEmbeddingDocument: createEmbeddingDocumentRoute,
   createEmbeddingTemplate: createEmbeddingTemplateRoute,
-  getEmbeddingDocument: getEmbeddingDocumentRoute,
+  updateEmbeddingDocument: updateEmbeddingDocumentRoute,
+  updateEmbeddingTemplate: updateEmbeddingTemplateRoute,
 });

packages/trpc/server/embedding-router/create-embedding-presign-token.ts

@@ -1,10 +1,10 @@
 import { isCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
-import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { createEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/create-embedding-presign-token';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
+import { prisma } from '@documenso/prisma';
 
 import { procedure } from '../trpc';
 import {
@@ -42,13 +42,24 @@ export const createEmbeddingPresignTokenRoute = procedure
           });
         }
 
-        const [hasCommunityPlan, hasPlatformPlan, hasEnterprisePlan] = await Promise.all([
+        const [hasCommunityPlan, hasEnterprisePlan] = await Promise.all([
           isCommunityPlan({ userId: token.userId, teamId: token.teamId ?? undefined }),
-          isDocumentPlatform({ userId: token.userId, teamId: token.teamId }),
           isUserEnterprise({ userId: token.userId, teamId: token.teamId ?? undefined }),
         ]);
 
-        if (!hasCommunityPlan && !hasPlatformPlan && !hasEnterprisePlan) {
+        let hasTeamAuthoringFlag = false;
+
+        if (token.teamId) {
+          const teamGlobalSettings = await prisma.teamGlobalSettings.findFirst({
+            where: {
+              teamId: token.teamId,
+            },
+          });
+
+          hasTeamAuthoringFlag = teamGlobalSettings?.allowEmbeddedAuthoring ?? false;
+        }
+
+        if (!hasCommunityPlan && !hasEnterprisePlan && !hasTeamAuthoringFlag) {
           throw new AppError(AppErrorCode.UNAUTHORIZED, {
             message: 'You do not have permission to create embedding presign tokens',
           });

packages/trpc/server/embedding-router/get-embedding-document.ts

@@ -1,63 +0,0 @@
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
-import { prisma } from '@documenso/prisma';
-
-import { procedure } from '../trpc';
-import {
-  ZGetEmbeddingDocumentRequestSchema,
-  ZGetEmbeddingDocumentResponseSchema,
-} from './get-embedding-document.types';
-
-export const getEmbeddingDocumentRoute = procedure
-  .input(ZGetEmbeddingDocumentRequestSchema)
-  .output(ZGetEmbeddingDocumentResponseSchema)
-  .query(async ({ input, ctx: { req } }) => {
-    try {
-      const authorizationHeader = req.headers.get('authorization');
-
-      const [presignToken] = (authorizationHeader || '')
-        .split('Bearer ')
-        .filter((s) => s.length > 0);
-
-      if (!presignToken) {
-        throw new AppError(AppErrorCode.UNAUTHORIZED, {
-          message: 'No presign token provided',
-        });
-      }
-
-      const apiToken = await verifyEmbeddingPresignToken({ token: presignToken });
-
-      const { documentId } = input;
-
-      const document = await prisma.document.findFirst({
-        where: {
-          id: documentId,
-          userId: apiToken.userId,
-          ...(apiToken.teamId ? { teamId: apiToken.teamId } : {}),
-        },
-        include: {
-          documentData: true,
-          recipients: true,
-          fields: true,
-        },
-      });
-
-      if (!document) {
-        throw new AppError(AppErrorCode.NOT_FOUND, {
-          message: 'Document not found',
-        });
-      }
-
-      return {
-        document,
-      };
-    } catch (error) {
-      if (error instanceof AppError) {
-        throw error;
-      }
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-        message: 'Failed to get document',
-      });
-    }
-  });

packages/trpc/server/embedding-router/get-embedding-document.types.ts

@@ -1,34 +0,0 @@
-import { DocumentDataType, type Field, type Recipient } from '@prisma/client';
-import { z } from 'zod';
-
-export const ZGetEmbeddingDocumentRequestSchema = z.object({
-  documentId: z.number(),
-});
-
-export const ZGetEmbeddingDocumentResponseSchema = z.object({
-  document: z
-    .object({
-      id: z.number(),
-      title: z.string(),
-      status: z.string(),
-      documentDataId: z.string(),
-      userId: z.number(),
-      teamId: z.number().nullable(),
-      createdAt: z.date(),
-      updatedAt: z.date(),
-      documentData: z.object({
-        id: z.string(),
-        type: z.nativeEnum(DocumentDataType),
-        data: z.string(),
-        initialData: z.string(),
-      }),
-      recipients: z.array(z.custom<Recipient>()),
-      fields: z.array(z.custom<Field>()),
-    })
-    .nullable(),
-});
-
-export type TGetEmbeddingDocumentRequestSchema = z.infer<typeof ZGetEmbeddingDocumentRequestSchema>;
-export type TGetEmbeddingDocumentResponseSchema = z.infer<
-  typeof ZGetEmbeddingDocumentResponseSchema
->;

packages/trpc/server/embedding-router/update-embedding-document.ts

@@ -0,0 +1,118 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
+import { updateDocument } from '@documenso/lib/server-only/document/update-document';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { setFieldsForDocument } from '@documenso/lib/server-only/field/set-fields-for-document';
+import { setDocumentRecipients } from '@documenso/lib/server-only/recipient/set-document-recipients';
+import { nanoid } from '@documenso/lib/universal/id';
+
+import { procedure } from '../trpc';
+import {
+  ZUpdateEmbeddingDocumentRequestSchema,
+  ZUpdateEmbeddingDocumentResponseSchema,
+} from './update-embedding-document.types';
+
+export const updateEmbeddingDocumentRoute = procedure
+  .input(ZUpdateEmbeddingDocumentRequestSchema)
+  .output(ZUpdateEmbeddingDocumentResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    try {
+      const authorizationHeader = ctx.req.headers.get('authorization');
+
+      const [presignToken] = (authorizationHeader || '')
+        .split('Bearer ')
+        .filter((s) => s.length > 0);
+
+      if (!presignToken) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'No presign token provided',
+        });
+      }
+
+      const apiToken = await verifyEmbeddingPresignToken({ token: presignToken });
+
+      const { documentId, title, externalId, recipients, meta } = input;
+
+      if (meta && Object.values(meta).length > 0) {
+        await upsertDocumentMeta({
+          documentId: documentId,
+          userId: apiToken.userId,
+          teamId: apiToken.teamId ?? undefined,
+          ...meta,
+          requestMetadata: ctx.metadata,
+        });
+      }
+
+      await updateDocument({
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        documentId: documentId,
+        data: {
+          title,
+          externalId,
+        },
+        requestMetadata: ctx.metadata,
+      });
+
+      const recipientsWithClientId = recipients.map((recipient) => ({
+        ...recipient,
+        clientId: nanoid(),
+      }));
+
+      const { recipients: updatedRecipients } = await setDocumentRecipients({
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        documentId: documentId,
+        recipients: recipientsWithClientId.map((recipient) => ({
+          id: recipient.id,
+          clientId: recipient.clientId,
+          email: recipient.email,
+          name: recipient.name ?? '',
+          role: recipient.role,
+          signingOrder: recipient.signingOrder,
+        })),
+        requestMetadata: ctx.metadata,
+      });
+
+      const fields = recipientsWithClientId.flatMap((recipient) => {
+        const recipientId = updatedRecipients.find((r) => r.clientId === recipient.clientId)?.id;
+
+        if (!recipientId) {
+          throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+            message: 'Recipient not found',
+          });
+        }
+
+        return (recipient.fields ?? []).map((field) => ({
+          ...field,
+          recipientId,
+          // !: Temp property to be removed once we don't link based on signer email
+          signerEmail: recipient.email,
+        }));
+      });
+
+      await setFieldsForDocument({
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        documentId,
+        fields: fields.map((field) => ({
+          ...field,
+          pageWidth: field.width,
+          pageHeight: field.height,
+        })),
+        requestMetadata: ctx.metadata,
+      });
+
+      return {
+        documentId,
+      };
+    } catch (error) {
+      if (error instanceof AppError) {
+        throw error;
+      }
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'Failed to update document',
+      });
+    }
+  });

packages/trpc/server/embedding-router/update-embedding-document.types.ts

@@ -0,0 +1,87 @@
+import { z } from 'zod';
+
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import {
+  ZFieldHeightSchema,
+  ZFieldPageNumberSchema,
+  ZFieldPageXSchema,
+  ZFieldPageYSchema,
+  ZFieldWidthSchema,
+} from '@documenso/lib/types/field';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { DocumentSigningOrder, RecipientRole } from '@documenso/prisma/generated/types';
+
+import {
+  ZDocumentExternalIdSchema,
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaDistributionMethodSchema,
+  ZDocumentMetaDrawSignatureEnabledSchema,
+  ZDocumentMetaLanguageSchema,
+  ZDocumentMetaMessageSchema,
+  ZDocumentMetaRedirectUrlSchema,
+  ZDocumentMetaSubjectSchema,
+  ZDocumentMetaTimezoneSchema,
+  ZDocumentMetaTypedSignatureEnabledSchema,
+  ZDocumentMetaUploadSignatureEnabledSchema,
+  ZDocumentTitleSchema,
+} from '../document-router/schema';
+
+export const ZUpdateEmbeddingDocumentRequestSchema = z.object({
+  documentId: z.number(),
+  title: ZDocumentTitleSchema,
+  externalId: ZDocumentExternalIdSchema.optional(),
+  recipients: z
+    .array(
+      z.object({
+        id: z.number().optional(),
+        email: z.string().toLowerCase().email().min(1),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+        signingOrder: z.number().optional(),
+        fields: ZFieldAndMetaSchema.and(
+          z.object({
+            id: z.number().optional(),
+            pageNumber: ZFieldPageNumberSchema,
+            pageX: ZFieldPageXSchema,
+            pageY: ZFieldPageYSchema,
+            width: ZFieldWidthSchema,
+            height: ZFieldHeightSchema,
+          }),
+        )
+          .array()
+          .optional(),
+      }),
+    )
+    .refine(
+      (recipients) => {
+        const emails = recipients.map((recipient) => recipient.email);
+
+        return new Set(emails).size === emails.length;
+      },
+      { message: 'Recipients must have unique emails' },
+    ),
+  meta: z
+    .object({
+      subject: ZDocumentMetaSubjectSchema.optional(),
+      message: ZDocumentMetaMessageSchema.optional(),
+      timezone: ZDocumentMetaTimezoneSchema.optional(),
+      dateFormat: ZDocumentMetaDateFormatSchema.optional(),
+      distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
+      signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
+      redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
+      language: ZDocumentMetaLanguageSchema.optional(),
+      typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),
+      drawSignatureEnabled: ZDocumentMetaDrawSignatureEnabledSchema.optional(),
+      uploadSignatureEnabled: ZDocumentMetaUploadSignatureEnabledSchema.optional(),
+      emailSettings: ZDocumentEmailSettingsSchema.optional(),
+    })
+    .optional(),
+});
+
+export const ZUpdateEmbeddingDocumentResponseSchema = z.object({
+  documentId: z.number(),
+});
+
+export type TUpdateEmbeddingDocumentRequestSchema = z.infer<
+  typeof ZUpdateEmbeddingDocumentRequestSchema
+>;

packages/trpc/server/embedding-router/update-embedding-template.ts

@@ -0,0 +1,104 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { setFieldsForTemplate } from '@documenso/lib/server-only/field/set-fields-for-template';
+import { setTemplateRecipients } from '@documenso/lib/server-only/recipient/set-template-recipients';
+import { updateTemplate } from '@documenso/lib/server-only/template/update-template';
+import { nanoid } from '@documenso/lib/universal/id';
+
+import { procedure } from '../trpc';
+import {
+  ZUpdateEmbeddingTemplateRequestSchema,
+  ZUpdateEmbeddingTemplateResponseSchema,
+} from './update-embedding-template.types';
+
+export const updateEmbeddingTemplateRoute = procedure
+  .input(ZUpdateEmbeddingTemplateRequestSchema)
+  .output(ZUpdateEmbeddingTemplateResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    try {
+      const authorizationHeader = ctx.req.headers.get('authorization');
+
+      const [presignToken] = (authorizationHeader || '')
+        .split('Bearer ')
+        .filter((s) => s.length > 0);
+
+      if (!presignToken) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'No presign token provided',
+        });
+      }
+
+      const apiToken = await verifyEmbeddingPresignToken({ token: presignToken });
+
+      const { templateId, title, externalId, recipients, meta } = input;
+
+      await updateTemplate({
+        templateId,
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        data: {
+          title,
+          externalId,
+        },
+        meta,
+      });
+
+      const recipientsWithClientId = recipients.map((recipient) => ({
+        ...recipient,
+        clientId: nanoid(),
+      }));
+
+      const { recipients: updatedRecipients } = await setTemplateRecipients({
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        templateId,
+        recipients: recipientsWithClientId.map((recipient) => ({
+          id: recipient.id,
+          email: recipient.email,
+          name: recipient.name ?? '',
+          role: recipient.role ?? 'SIGNER',
+          signingOrder: recipient.signingOrder,
+        })),
+      });
+
+      const fields = recipientsWithClientId.flatMap((recipient) => {
+        const recipientId = updatedRecipients.find((r) => r.email === recipient.email)?.id;
+
+        if (!recipientId) {
+          throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+            message: 'Recipient not found',
+          });
+        }
+
+        return (recipient.fields ?? []).map((field) => ({
+          ...field,
+          recipientId,
+          // !: Temp property to be removed once we don't link based on signer email
+          signerEmail: recipient.email,
+        }));
+      });
+
+      await setFieldsForTemplate({
+        userId: apiToken.userId,
+        teamId: apiToken.teamId ?? undefined,
+        templateId,
+        fields: fields.map((field) => ({
+          ...field,
+          pageWidth: field.width,
+          pageHeight: field.height,
+        })),
+      });
+
+      return {
+        templateId,
+      };
+    } catch (error) {
+      if (error instanceof AppError) {
+        throw error;
+      }
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'Failed to update template',
+      });
+    }
+  });

packages/trpc/server/embedding-router/update-embedding-template.types.ts

@@ -0,0 +1,77 @@
+import { DocumentSigningOrder, FieldType, RecipientRole } from '@prisma/client';
+import { z } from 'zod';
+
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import {
+  ZFieldHeightSchema,
+  ZFieldPageNumberSchema,
+  ZFieldPageXSchema,
+  ZFieldPageYSchema,
+  ZFieldWidthSchema,
+} from '@documenso/lib/types/field';
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+
+import {
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaDistributionMethodSchema,
+  ZDocumentMetaDrawSignatureEnabledSchema,
+  ZDocumentMetaLanguageSchema,
+  ZDocumentMetaMessageSchema,
+  ZDocumentMetaRedirectUrlSchema,
+  ZDocumentMetaSubjectSchema,
+  ZDocumentMetaTimezoneSchema,
+  ZDocumentMetaTypedSignatureEnabledSchema,
+  ZDocumentMetaUploadSignatureEnabledSchema,
+  ZDocumentTitleSchema,
+} from '../document-router/schema';
+
+const ZFieldSchema = z.object({
+  id: z.number().optional(),
+  type: z.nativeEnum(FieldType),
+  pageNumber: ZFieldPageNumberSchema,
+  pageX: ZFieldPageXSchema,
+  pageY: ZFieldPageYSchema,
+  width: ZFieldWidthSchema,
+  height: ZFieldHeightSchema,
+  fieldMeta: ZFieldMetaSchema.optional(),
+});
+
+export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
+  templateId: z.number(),
+  title: ZDocumentTitleSchema.optional(),
+  externalId: z.string().optional(),
+  recipients: z.array(
+    z.object({
+      id: z.number().optional(),
+      email: z.string().email(),
+      name: z.string().optional(),
+      role: z.nativeEnum(RecipientRole).optional(),
+      signingOrder: z.number().optional(),
+      fields: z.array(ZFieldSchema).optional(),
+    }),
+  ),
+  meta: z
+    .object({
+      subject: ZDocumentMetaSubjectSchema.optional(),
+      message: ZDocumentMetaMessageSchema.optional(),
+      timezone: ZDocumentMetaTimezoneSchema.optional(),
+      dateFormat: ZDocumentMetaDateFormatSchema.optional(),
+      distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
+      signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
+      redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
+      language: ZDocumentMetaLanguageSchema.optional(),
+      typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),
+      drawSignatureEnabled: ZDocumentMetaDrawSignatureEnabledSchema.optional(),
+      uploadSignatureEnabled: ZDocumentMetaUploadSignatureEnabledSchema.optional(),
+      emailSettings: ZDocumentEmailSettingsSchema.optional(),
+    })
+    .optional(),
+});
+
+export const ZUpdateEmbeddingTemplateResponseSchema = z.object({
+  templateId: z.number(),
+});
+
+export type TUpdateEmbeddingTemplateRequestSchema = z.infer<
+  typeof ZUpdateEmbeddingTemplateRequestSchema
+>;

packages/trpc/server/recipient-router/schema.ts

@@ -30,7 +30,7 @@ export const ZCreateRecipientSchema = z.object({
   actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
 });
 
-const ZUpdateRecipientSchema = z.object({
+export const ZUpdateRecipientSchema = z.object({
   id: z.number().describe('The ID of the recipient to update.'),
   email: z.string().toLowerCase().email().min(1).optional(),
   name: z.string().optional(),

packages/ui/primitives/recipient-selector.tsx

@@ -3,7 +3,7 @@ import { useCallback, useState } from 'react';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { Recipient } from '@prisma/client';
-import { RecipientRole, SendStatus } from '@prisma/client';
+import { RecipientRole, SendStatus, SigningStatus } from '@prisma/client';
 import { Check, ChevronsUpDown, Info } from 'lucide-react';
 import { sortBy } from 'remeda';
 
@@ -145,6 +145,7 @@ export const RecipientSelector = ({
                     onSelectedRecipientChange(recipient);
                     setShowRecipientsSelector(false);
                   }}
+                  disabled={recipient.signingStatus !== SigningStatus.NOT_SIGNED}
                 >
                   <span
                     className={cn('text-foreground/70 truncate', {