Merge branch 'main' into feat/signing-reminders

apps/remix/app/components/general/admin-monthly-active-user-charts.tsx

@@ -0,0 +1,71 @@
+import { DateTime } from 'luxon';
+import type { TooltipProps } from 'recharts';
+import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
+import type { NameType, ValueType } from 'recharts/types/component/DefaultTooltipContent';
+
+import type { GetMonthlyActiveUsersResult } from '@documenso/lib/server-only/admin/get-users-stats';
+
+export type MonthlyActiveUsersChartProps = {
+  className?: string;
+  title: string;
+  cummulative?: boolean;
+  data: GetMonthlyActiveUsersResult;
+};
+
+const CustomTooltip = ({ active, payload, label }: TooltipProps<ValueType, NameType>) => {
+  if (active && payload && payload.length) {
+    return (
+      <div className="z-100 w-60 space-y-1 rounded-md border border-solid bg-white p-2 px-3">
+        <p>{label}</p>
+        <p className="text-documenso">
+          {payload[0].name === 'cume_count' ? 'Cumulative MAU' : 'Monthly Active Users'}:{' '}
+          <span className="text-black">{Number(payload[0].value).toLocaleString('en-US')}</span>
+        </p>
+      </div>
+    );
+  }
+
+  return null;
+};
+
+export const MonthlyActiveUsersChart = ({
+  className,
+  data,
+  title,
+  cummulative = false,
+}: MonthlyActiveUsersChartProps) => {
+  const formattedData = [...data].reverse().map(({ month, count, cume_count }) => {
+    return {
+      month: DateTime.fromFormat(month, 'yyyy-MM').toFormat('MMM yyyy'),
+      count: Number(count),
+      cume_count: Number(cume_count),
+    };
+  });
+
+  return (
+    <div className={className}>
+      <div className="border-border flex flex-1 flex-col justify-center rounded-2xl border p-6 pl-2">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">{title}</h3>
+        </div>
+
+        <ResponsiveContainer width="100%" height={400}>
+          <BarChart data={formattedData}>
+            <XAxis dataKey="month" />
+            <YAxis />
+
+            <Tooltip content={<CustomTooltip />} cursor={{ fill: 'hsl(var(--primary) / 10%)' }} />
+
+            <Bar
+              dataKey={cummulative ? 'cume_count' : 'count'}
+              fill="hsl(var(--primary))"
+              radius={[4, 4, 0, 0]}
+              maxBarSize={60}
+              label={cummulative ? 'Cumulative MAU' : 'Monthly Active Users'}
+            />
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/app-command-menu.tsx

@@ -9,6 +9,7 @@ import { useHotkeys } from 'react-hotkeys-hook';
 import { useNavigate } from 'react-router';
 import { Theme, useTheme } from 'remix-themes';
 
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
   DOCUMENTS_PAGE_SHORTCUT,
@@ -20,6 +21,7 @@ import {
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
 import { dynamicActivate } from '@documenso/lib/utils/i18n';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import {
@@ -33,28 +35,7 @@ import {
 } from '@documenso/ui/primitives/command';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const DOCUMENTS_PAGES = [
-  {
-    label: msg`All documents`,
-    path: '/documents?status=ALL',
-    shortcut: DOCUMENTS_PAGE_SHORTCUT.replace('+', ''),
-  },
-  { label: msg`Draft documents`, path: '/documents?status=DRAFT' },
-  {
-    label: msg`Completed documents`,
-    path: '/documents?status=COMPLETED',
-  },
-  { label: msg`Pending documents`, path: '/documents?status=PENDING' },
-  { label: msg`Inbox documents`, path: '/documents?status=INBOX' },
-];
-
-const TEMPLATES_PAGES = [
-  {
-    label: msg`All templates`,
-    path: '/templates',
-    shortcut: TEMPLATES_PAGE_SHORTCUT.replace('+', ''),
-  },
-];
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 const SETTINGS_PAGES = [
   {
@@ -73,8 +54,10 @@ export type AppCommandMenuProps = {
 
 export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const { _ } = useLingui();
+  const { organisations } = useSession();
 
   const navigate = useNavigate();
+  const currentTeam = useOptionalCurrentTeam();
 
   const [isOpen, setIsOpen] = useState(() => open ?? false);
   const [search, setSearch] = useState('');
@@ -94,6 +77,60 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
       },
     );
 
+  const teamUrl = useMemo(() => {
+    let teamUrl = currentTeam?.url || null;
+
+    if (!teamUrl && isPersonalLayout(organisations)) {
+      teamUrl = organisations[0].teams[0]?.url || null;
+    }
+
+    return teamUrl;
+  }, [currentTeam, organisations]);
+
+  const documentPageLinks = useMemo(() => {
+    if (!teamUrl) {
+      return [];
+    }
+
+    return [
+      {
+        label: msg`All documents`,
+        path: `/t/${teamUrl}/documents?status=ALL`,
+        shortcut: DOCUMENTS_PAGE_SHORTCUT.replace('+', ''),
+      },
+      {
+        label: msg`Draft documents`,
+        path: `/t/${teamUrl}/documents?status=DRAFT`,
+      },
+      {
+        label: msg`Completed documents`,
+        path: `/t/${teamUrl}/documents?status=COMPLETED`,
+      },
+      {
+        label: msg`Pending documents`,
+        path: `/t/${teamUrl}/documents?status=PENDING`,
+      },
+      {
+        label: msg`Inbox documents`,
+        path: `/t/${teamUrl}/documents?status=INBOX`,
+      },
+    ];
+  }, [currentTeam, organisations]);
+
+  const templatePageLinks = useMemo(() => {
+    if (!teamUrl) {
+      return [];
+    }
+
+    return [
+      {
+        label: msg`All templates`,
+        path: `/t/${teamUrl}/templates`,
+        shortcut: TEMPLATES_PAGE_SHORTCUT.replace('+', ''),
+      },
+    ];
+  }, [currentTeam, organisations]);
+
   const searchResults = useMemo(() => {
     if (!searchDocumentsData) {
       return [];
@@ -145,8 +182,8 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   };
 
   const goToSettings = useCallback(() => push(SETTINGS_PAGES[0].path), [push]);
-  const goToDocuments = useCallback(() => push(DOCUMENTS_PAGES[0].path), [push]);
-  const goToTemplates = useCallback(() => push(TEMPLATES_PAGES[0].path), [push]);
+  const goToDocuments = useCallback(() => push(documentPageLinks[0].path), [push]);
+  const goToTemplates = useCallback(() => push(templatePageLinks[0].path), [push]);
 
   useHotkeys(['ctrl+k', 'meta+k'], toggleOpen, { preventDefault: true });
   useHotkeys(SETTINGS_PAGE_SHORTCUT, goToSettings);
@@ -197,12 +234,16 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
         )}
         {!currentPage && (
           <>
-            <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Documents`)}>
-              <Commands push={push} pages={DOCUMENTS_PAGES} />
-            </CommandGroup>
-            <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Templates`)}>
-              <Commands push={push} pages={TEMPLATES_PAGES} />
-            </CommandGroup>
+            {documentPageLinks.length > 0 && (
+              <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Documents`)}>
+                <Commands push={push} pages={documentPageLinks} />
+              </CommandGroup>
+            )}
+            {templatePageLinks.length > 0 && (
+              <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Templates`)}>
+                <Commands push={push} pages={templatePageLinks} />
+              </CommandGroup>
+            )}
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Settings`)}>
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>

apps/remix/app/components/general/app-header.tsx

@@ -1,12 +1,15 @@
 import { type HTMLAttributes, useEffect, useState } from 'react';
 
-import { MenuIcon, SearchIcon } from 'lucide-react';
-import { Link, useLocation, useParams } from 'react-router';
+import { ReadStatus } from '@prisma/client';
+import { InboxIcon, MenuIcon, SearchIcon } from 'lucide-react';
+import { Link, useParams } from 'react-router';
 
-import type { SessionUser } from '@documenso/auth/server/lib/session/session';
-import type { TGetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { getRootHref } from '@documenso/lib/utils/params';
+import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
 
 import { BrandingLogo } from '~/components/general/branding-logo';
 
@@ -14,20 +17,28 @@ import { AppCommandMenu } from './app-command-menu';
 import { AppNavDesktop } from './app-nav-desktop';
 import { AppNavMobile } from './app-nav-mobile';
 import { MenuSwitcher } from './menu-switcher';
+import { OrgMenuSwitcher } from './org-menu-switcher';
 
-export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
-  user: SessionUser;
-  teams: TGetTeamsResponse;
-};
+export type HeaderProps = HTMLAttributes<HTMLDivElement>;
 
-export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
+export const Header = ({ className, ...props }: HeaderProps) => {
   const params = useParams();
-  const { pathname } = useLocation();
+
+  const { organisations } = useSession();
 
   const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
   const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
   const [scrollY, setScrollY] = useState(0);
 
+  const { data: unreadCountData } = trpc.document.inbox.getCount.useQuery(
+    {
+      readStatus: ReadStatus.NOT_OPENED,
+    },
+    {
+      // refetchInterval: 30000, // Refetch every 30 seconds
+    },
+  );
+
   useEffect(() => {
     const onScroll = () => {
       setScrollY(window.scrollY);
@@ -38,16 +49,6 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
     return () => window.removeEventListener('scroll', onScroll);
   }, []);
 
-  const isPathTeamUrl = (teamUrl: string) => {
-    if (!pathname || !pathname.startsWith(`/t/`)) {
-      return false;
-    }
-
-    return pathname.split('/')[2] === teamUrl;
-  };
-
-  const selectedTeam = teams?.find((team) => isPathTeamUrl(team.url));
-
   return (
     <header
       className={cn(
@@ -59,7 +60,7 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
     >
       <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
         <Link
-          to={`${getRootHref(params, { returnEmptyRootString: true })}/documents`}
+          to={`${getRootHref(params, { returnEmptyRootString: true })}`}
           className="focus-visible:ring-ring ring-offset-background hidden rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 md:inline"
         >
           <BrandingLogo className="h-6 w-auto" />
@@ -67,11 +68,20 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
 
         <AppNavDesktop setIsCommandMenuOpen={setIsCommandMenuOpen} />
 
-        <div
-          className="flex gap-x-4 md:ml-8"
-          title={selectedTeam ? selectedTeam.name : (user.name ?? '')}
-        >
-          <MenuSwitcher user={user} teams={teams} />
+        <Button asChild variant="outline" className="relative hidden h-10 w-10 rounded-lg md:flex">
+          <Link to="/inbox" className="relative block h-10 w-10">
+            <InboxIcon className="text-muted-foreground hover:text-foreground h-5 w-5 flex-shrink-0 transition-colors" />
+
+            {unreadCountData && unreadCountData.count > 0 && (
+              <span className="bg-primary text-primary-foreground absolute -right-1.5 -top-1.5 flex h-5 w-5 items-center justify-center rounded-full text-[10px] font-semibold">
+                {unreadCountData.count > 99 ? '99+' : unreadCountData.count}
+              </span>
+            )}
+          </Link>
+        </Button>
+
+        <div className="md:ml-4">
+          {isPersonalLayout(organisations) ? <MenuSwitcher /> : <OrgMenuSwitcher />}
         </div>
 
         <div className="flex flex-row items-center space-x-4 md:hidden">

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -1,26 +1,20 @@
 import type { HTMLAttributes } from 'react';
-import { useEffect, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { motion } from 'framer-motion';
+import { AnimatePresence } from 'framer-motion';
 import { Search } from 'lucide-react';
-import { Link, useLocation, useParams } from 'react-router';
+import { Link, useLocation } from 'react-router';
 
-import { getRootHref } from '@documenso/lib/utils/params';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
-const navigationLinks = [
-  {
-    href: '/documents',
-    label: msg`Documents`,
-  },
-  {
-    href: '/templates',
-    label: msg`Templates`,
-  },
-];
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type AppNavDesktopProps = HTMLAttributes<HTMLDivElement> & {
   setIsCommandMenuOpen: (value: boolean) => void;
@@ -32,13 +26,13 @@ export const AppNavDesktop = ({
   ...props
 }: AppNavDesktopProps) => {
   const { _ } = useLingui();
+  const { organisations } = useSession();
 
   const { pathname } = useLocation();
-  const params = useParams();
 
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
-  const rootHref = getRootHref(params, { returnEmptyRootString: true });
+  const currentTeam = useOptionalCurrentTeam();
 
   useEffect(() => {
     const userAgent = typeof navigator !== 'undefined' ? navigator.userAgent : 'unknown';
@@ -47,6 +41,29 @@ export const AppNavDesktop = ({
     setModifierKey(isMacOS ? '⌘' : 'Ctrl');
   }, []);
 
+  const menuNavigationLinks = useMemo(() => {
+    let teamUrl = currentTeam?.url || null;
+
+    if (!teamUrl && isPersonalLayout(organisations)) {
+      teamUrl = organisations[0].teams[0]?.url || null;
+    }
+
+    if (!teamUrl) {
+      return [];
+    }
+
+    return [
+      {
+        href: `/t/${teamUrl}/documents`,
+        label: msg`Documents`,
+      },
+      {
+        href: `/t/${teamUrl}/templates`,
+        label: msg`Templates`,
+      },
+    ];
+  }, [currentTeam, organisations]);
+
   return (
     <div
       className={cn(
@@ -55,23 +72,32 @@ export const AppNavDesktop = ({
       )}
       {...props}
     >
-      <div className="flex items-baseline gap-x-6">
-        {navigationLinks.map(({ href, label }) => (
-          <Link
-            key={href}
-            to={`${rootHref}${href}`}
-            className={cn(
-              'text-muted-foreground dark:text-muted-foreground/60 focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-              {
-                'text-foreground dark:text-muted-foreground': pathname?.startsWith(
-                  `${rootHref}${href}`,
-                ),
-              },
-            )}
-          >
-            {_(label)}
-          </Link>
-        ))}
+      <div>
+        <AnimatePresence>
+          {menuNavigationLinks.length > 0 && (
+            <motion.div
+              initial={{ opacity: 0 }}
+              animate={{ opacity: 1 }}
+              exit={{ opacity: 0 }}
+              className="flex items-baseline gap-x-6"
+            >
+              {menuNavigationLinks.map(({ href, label }) => (
+                <Link
+                  key={href}
+                  to={href}
+                  className={cn(
+                    'text-muted-foreground dark:text-muted-foreground/60 focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+                    {
+                      'text-foreground dark:text-muted-foreground': pathname?.startsWith(href),
+                    },
+                  )}
+                >
+                  {_(label)}
+                </Link>
+              ))}
+            </motion.div>
+          )}
+        </AnimatePresence>
       </div>
 
       <Button

apps/remix/app/components/general/app-nav-mobile.tsx

@@ -1,48 +1,84 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
+import { useMemo } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link, useParams } from 'react-router';
+import { ReadStatus } from '@prisma/client';
+import { Link } from 'react-router';
 
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
-import { getRootHref } from '@documenso/lib/utils/params';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
 import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type AppNavMobileProps = {
   isMenuOpen: boolean;
   onMenuOpenChange?: (_value: boolean) => void;
 };
 
 export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps) => {
-  const { _ } = useLingui();
+  const { t } = useLingui();
 
-  const params = useParams();
+  const { organisations } = useSession();
+
+  const currentTeam = useOptionalCurrentTeam();
+
+  const { data: unreadCountData } = trpc.document.inbox.getCount.useQuery(
+    {
+      readStatus: ReadStatus.NOT_OPENED,
+    },
+    {
+      // refetchInterval: 30000, // Refetch every 30 seconds
+    },
+  );
 
   const handleMenuItemClick = () => {
     onMenuOpenChange?.(false);
   };
 
-  const rootHref = getRootHref(params, { returnEmptyRootString: true });
+  const menuNavigationLinks = useMemo(() => {
+    let teamUrl = currentTeam?.url || null;
 
-  const menuNavigationLinks = [
-    {
-      href: `${rootHref}/documents`,
-      text: msg`Documents`,
-    },
-    {
-      href: `${rootHref}/templates`,
-      text: msg`Templates`,
-    },
-    {
-      href: '/settings/teams',
-      text: msg`Teams`,
-    },
-    {
-      href: '/settings/profile',
-      text: msg`Settings`,
-    },
-  ];
+    if (!teamUrl && isPersonalLayout(organisations)) {
+      teamUrl = organisations[0].teams[0]?.url || null;
+    }
+
+    if (!teamUrl) {
+      return [
+        {
+          href: '/inbox',
+          text: t`Inbox`,
+        },
+        {
+          href: '/settings/profile',
+          text: t`Settings`,
+        },
+      ];
+    }
+
+    return [
+      {
+        href: `/t/${teamUrl}/documents`,
+        text: t`Documents`,
+      },
+      {
+        href: `/t/${teamUrl}/templates`,
+        text: t`Templates`,
+      },
+      {
+        href: '/inbox',
+        text: t`Inbox`,
+      },
+      {
+        href: '/settings/profile',
+        text: t`Settings`,
+      },
+    ];
+  }, [currentTeam, organisations]);
 
   return (
     <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
@@ -61,11 +97,16 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
           {menuNavigationLinks.map(({ href, text }) => (
             <Link
               key={href}
-              className="text-foreground hover:text-foreground/80 text-2xl font-semibold"
+              className="text-foreground hover:text-foreground/80 flex items-center gap-2 text-2xl font-semibold"
               to={href}
               onClick={() => handleMenuItemClick()}
             >
-              {_(text)}
+              {text}
+              {href === '/inbox' && unreadCountData && unreadCountData.count > 0 && (
+                <span className="bg-primary text-primary-foreground flex h-6 min-w-[1.5rem] items-center justify-center rounded-full px-1.5 text-xs font-semibold">
+                  {unreadCountData.count > 99 ? '99+' : unreadCountData.count}
+                </span>
+              )}
             </Link>
           ))}
 

apps/remix/app/components/general/billing-plans.tsx

@@ -1,91 +1,97 @@
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
-import type { MessageDescriptor } from '@lingui/core';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { AnimatePresence, motion } from 'framer-motion';
+import { Building2Icon, PlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
 
-import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
-import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type Interval = keyof PriceIntervals;
-
-const INTERVALS: Interval[] = ['day', 'week', 'month', 'year'];
-
-// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-const isInterval = (value: unknown): value is Interval => INTERVALS.includes(value as Interval);
-
-const FRIENDLY_INTERVALS: Record<Interval, MessageDescriptor> = {
-  day: msg`Daily`,
-  week: msg`Weekly`,
-  month: msg`Monthly`,
-  year: msg`Yearly`,
-};
+import { ZCreateOrganisationFormSchema } from '../dialogs/organisation-create-dialog';
 
 const MotionCard = motion(Card);
 
 export type BillingPlansProps = {
-  prices: PriceIntervals;
+  plans: InternalClaimPlans;
 };
 
-export const BillingPlans = ({ prices }: BillingPlansProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
+export const BillingPlans = ({ plans }: BillingPlansProps) => {
   const isMounted = useIsMounted();
 
-  const [interval, setInterval] = useState<Interval>('month');
-  const [checkoutSessionPriceId, setCheckoutSessionPriceId] = useState<string | null>(null);
+  const { organisations } = useSession();
 
-  const { mutateAsync: createCheckoutSession } = trpc.profile.createCheckoutSession.useMutation();
+  const [interval, setInterval] = useState<'monthlyPrice' | 'yearlyPrice'>('yearlyPrice');
 
-  const onSubscribeClick = async (priceId: string) => {
-    try {
-      setCheckoutSessionPriceId(priceId);
+  const isPersonalLayoutMode = isPersonalLayout(organisations);
 
-      const url = await createCheckoutSession({ priceId });
+  const pricesToDisplay = useMemo(() => {
+    const prices = [];
 
-      if (!url) {
-        throw new Error('Unable to create session');
+    for (const plan of Object.values(plans)) {
+      if (plan[interval] && plan[interval].isVisibleInApp) {
+        prices.push({
+          ...plan[interval],
+          memberCount: plan.memberCount,
+          claim: plan.id,
+        });
       }
-
-      window.open(url);
-    } catch (_err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while trying to create a checkout session.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setCheckoutSessionPriceId(null);
     }
-  };
+
+    return prices;
+  }, [plans, interval]);
 
   return (
     <div>
-      <Tabs value={interval} onValueChange={(value) => isInterval(value) && setInterval(value)}>
+      <Tabs
+        value={interval}
+        onValueChange={(value) => setInterval(value as 'monthlyPrice' | 'yearlyPrice')}
+      >
         <TabsList>
-          {INTERVALS.map(
-            (interval) =>
-              prices[interval].length > 0 && (
-                <TabsTrigger key={interval} className="min-w-[150px]" value={interval}>
-                  {_(FRIENDLY_INTERVALS[interval])}
-                </TabsTrigger>
-              ),
-          )}
+          <TabsTrigger className="min-w-[150px]" value="monthlyPrice">
+            <Trans>Monthly</Trans>
+          </TabsTrigger>
+          <TabsTrigger className="min-w-[150px]" value="yearlyPrice">
+            <Trans>Yearly</Trans>
+          </TabsTrigger>
         </TabsList>
       </Tabs>
 
       <div className="mt-8 grid gap-8 lg:grid-cols-2 2xl:grid-cols-3">
         <AnimatePresence mode="wait">
-          {prices[interval].map((price) => (
+          {pricesToDisplay.map((price) => (
             <MotionCard
               key={price.id}
               initial={{ opacity: isMounted ? 0 : 1, y: isMounted ? 20 : 0 }}
@@ -96,8 +102,14 @@ export const BillingPlans = ({ prices }: BillingPlansProps) => {
                 <CardTitle>{price.product.name}</CardTitle>
 
                 <div className="text-muted-foreground mt-2 text-lg font-medium">
-                  ${toHumanPrice(price.unit_amount ?? 0)} {price.currency.toUpperCase()}{' '}
-                  <span className="text-xs">per {interval}</span>
+                  {price.friendlyPrice + ' '}
+                  <span className="text-xs">
+                    {interval === 'monthlyPrice' ? (
+                      <Trans>per month</Trans>
+                    ) : (
+                      <Trans>per year</Trans>
+                    )}
+                  </span>
                 </div>
 
                 <div className="text-muted-foreground mt-1.5 text-sm">
@@ -120,14 +132,18 @@ export const BillingPlans = ({ prices }: BillingPlansProps) => {
 
                 <div className="flex-1" />
 
-                <Button
-                  className="mt-4"
-                  disabled={checkoutSessionPriceId !== null}
-                  loading={checkoutSessionPriceId === price.id}
-                  onClick={() => void onSubscribeClick(price.id)}
-                >
-                  <Trans>Subscribe</Trans>
-                </Button>
+                {isPersonalLayoutMode && price.claim === INTERNAL_CLAIM_ID.INDIVIDUAL ? (
+                  <IndividualPersonalLayoutCheckoutButton priceId={price.id}>
+                    <Trans>Subscribe</Trans>
+                  </IndividualPersonalLayoutCheckoutButton>
+                ) : (
+                  <BillingDialog
+                    priceId={price.id}
+                    planName={price.product.name}
+                    memberCount={price.memberCount}
+                    claim={price.claim}
+                  />
+                )}
               </CardContent>
             </MotionCard>
           ))}
@@ -136,3 +152,223 @@ export const BillingPlans = ({ prices }: BillingPlansProps) => {
     </div>
   );
 };
+
+const BillingDialog = ({
+  priceId,
+  planName,
+  claim,
+}: {
+  priceId: string;
+  planName: string;
+  memberCount: number;
+  claim: string;
+}) => {
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const organisation = useCurrentOrganisation();
+
+  const [subscriptionOption, setSubscriptionOption] = useState<'update' | 'create'>(
+    organisation.type === 'PERSONAL' && claim === INTERNAL_CLAIM_ID.INDIVIDUAL
+      ? 'update'
+      : 'create',
+  );
+
+  const [step, setStep] = useState(0);
+
+  const form = useForm({
+    resolver: zodResolver(ZCreateOrganisationFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const { mutateAsync: createSubscription, isPending: isCreatingSubscription } =
+    trpc.enterprise.billing.subscription.create.useMutation();
+
+  const { mutateAsync: createOrganisation, isPending: isCreatingOrganisation } =
+    trpc.organisation.create.useMutation();
+
+  const isPending = isCreatingSubscription || isCreatingOrganisation;
+
+  const onSubscribeClick = async () => {
+    try {
+      let redirectUrl = '';
+
+      if (subscriptionOption === 'update') {
+        const createSubscriptionResponse = await createSubscription({
+          organisationId: organisation.id,
+          priceId,
+        });
+
+        redirectUrl = createSubscriptionResponse.redirectUrl;
+      } else {
+        const createOrganisationResponse = await createOrganisation({
+          name: form.getValues('name'),
+          priceId,
+        });
+
+        if (!createOrganisationResponse.paymentRequired) {
+          setIsOpen(false);
+          return;
+        }
+
+        redirectUrl = createOrganisationResponse.checkoutUrl;
+      }
+
+      window.location.href = redirectUrl;
+    } catch (_err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`An error occurred while trying to create a checkout session.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={(value) => !isPending && setIsOpen(value)}>
+      <DialogTrigger asChild>
+        <Button>
+          <Trans>Subscribe</Trans>
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Subscribe</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>You are about to subscribe to the {planName}</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        {step === 0 ? (
+          <div>
+            <RadioGroup
+              className="space-y-2"
+              value={subscriptionOption}
+              onValueChange={(value) => setSubscriptionOption(value as 'update' | 'create')}
+            >
+              <div className="flex items-start space-x-3 space-y-0">
+                <RadioGroupItem value="update" id="update" />
+                <div className="space-y-1.5 leading-none">
+                  <Label htmlFor="update" className="flex items-center gap-2 font-medium">
+                    <Building2Icon className="h-4 w-4" />
+                    <Trans>Update current organisation</Trans>
+                  </Label>
+                  <p className="text-muted-foreground text-sm">
+                    <Trans>
+                      Upgrade <strong>{organisation.name}</strong> to {planName}
+                    </Trans>
+                  </p>
+                </div>
+              </div>
+
+              <div className="flex items-start space-x-3 space-y-0">
+                <RadioGroupItem value="create" id="create" />
+                <div className="space-y-1.5 leading-none">
+                  <Label htmlFor="create" className="flex items-center gap-2 font-medium">
+                    <PlusIcon className="h-4 w-4" />
+                    <Trans>Create separate organisation</Trans>
+                  </Label>
+                  <p className="text-muted-foreground text-sm">
+                    <Trans>
+                      Create a new organisation with {planName} plan. Keep your current organisation
+                      on it's current plan
+                    </Trans>
+                  </p>
+                </div>
+              </div>
+            </RadioGroup>
+          </div>
+        ) : (
+          <Form {...form}>
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Organisation Name</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </Form>
+        )}
+
+        <DialogFooter>
+          <DialogClose>
+            <Button disabled={isPending} variant="secondary">
+              <Trans>Close</Trans>
+            </Button>
+          </DialogClose>
+
+          {subscriptionOption === 'create' && step === 0 ? (
+            <Button className="mt-4" loading={isPending} onClick={() => setStep(1)}>
+              <Trans>Continue</Trans>
+            </Button>
+          ) : (
+            <Button className="mt-4" loading={isPending} onClick={() => void onSubscribeClick()}>
+              <Trans>Checkout</Trans>
+            </Button>
+          )}
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};
+
+/**
+ * Custom checkout button for individual organisations in personal layout mode.
+ *
+ * This is so they don't create an additional organisation which is not needed since
+ * it will clutter up the UI for them with unnecessary organisations.
+ */
+export const IndividualPersonalLayoutCheckoutButton = ({
+  priceId,
+  children,
+}: {
+  priceId: string;
+  children: React.ReactNode;
+}) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { organisations } = useSession();
+
+  const { mutateAsync: createSubscription, isPending } =
+    trpc.enterprise.billing.subscription.create.useMutation();
+
+  const onSubscribeClick = async () => {
+    try {
+      const createSubscriptionResponse = await createSubscription({
+        organisationId: organisations[0].id,
+        priceId,
+        isPersonalLayoutMode: true,
+      });
+
+      window.location.href = createSubscriptionResponse.redirectUrl;
+    } catch (_err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`An error occurred while trying to create a checkout session.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button loading={isPending} onClick={() => void onSubscribeClick()}>
+      {children}
+    </Button>
+  );
+};

apps/remix/app/components/general/billing-portal-button.tsx

@@ -1,48 +0,0 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type BillingPortalButtonProps = {
-  buttonProps?: React.ComponentProps<typeof Button>;
-  children?: React.ReactNode;
-};
-
-export const BillingPortalButton = ({ buttonProps, children }: BillingPortalButtonProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: createBillingPortal, isPending } =
-    trpc.profile.createBillingPortal.useMutation({
-      onSuccess: (sessionUrl) => {
-        window.open(sessionUrl, '_blank');
-      },
-      onError: (err) => {
-        let description = _(
-          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
-        );
-
-        if (err.message === 'CUSTOMER_NOT_FOUND') {
-          description = _(
-            msg`You do not currently have a customer record, this should not happen. Please contact support for assistance.`,
-          );
-        }
-
-        toast({
-          title: _(msg`Something went wrong`),
-          description,
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <Button {...buttonProps} onClick={async () => createBillingPortal()} loading={isPending}>
-      {children || <Trans>Manage Subscription</Trans>}
-    </Button>
-  );
-};

apps/remix/app/components/general/direct-template/direct-template-configure-form.tsx

@@ -9,6 +9,10 @@ import { z } from 'zod';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { TTemplate } from '@documenso/lib/types/template';
+import {
+  DocumentReadOnlyFields,
+  mapFieldsWithRecipients,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -16,7 +20,6 @@ import {
   DocumentFlowFormContainerHeader,
   DocumentFlowFormContainerStep,
 } from '@documenso/ui/primitives/document-flow/document-flow-root';
-import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import {
   Form,
@@ -97,14 +100,16 @@ export const DirectTemplateConfigureForm = ({
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
-        {isDocumentPdfLoaded &&
-          directTemplateRecipient.fields.map((field, index) => (
-            <ShowFieldItem
-              key={index}
-              field={field}
-              recipients={recipientsWithBlankDirectRecipientEmail}
-            />
-          ))}
+        {isDocumentPdfLoaded && (
+          <DocumentReadOnlyFields
+            fields={mapFieldsWithRecipients(
+              directTemplateRecipient.fields,
+              recipientsWithBlankDirectRecipientEmail,
+            )}
+            recipientIds={recipients.map((recipient) => recipient.id)}
+            showRecipientColors={true}
+          />
+        )}
 
         <Form {...form}>
           <fieldset
@@ -125,7 +130,7 @@ export const DirectTemplateConfigureForm = ({
                       {...field}
                       disabled={
                         field.disabled ||
-                        derivedRecipientAccessAuth !== null ||
+                        derivedRecipientAccessAuth.length > 0 ||
                         user?.email !== undefined
                       }
                       placeholder="recipient@documenso.com"

apps/remix/app/components/general/direct-template/direct-template-page.tsx

@@ -8,6 +8,7 @@ import { useNavigate, useSearchParams } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { trpc } from '@documenso/trpc/react';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
@@ -103,11 +104,17 @@ export const DirectTemplatePageView = ({
         directRecipientEmail: recipient.email,
         templateUpdatedAt: template.updatedAt,
         signedFieldValues: fields.map((field) => {
-          if (!field.signedValue) {
+          if (isRequiredField(field) && !field.signedValue) {
             throw new Error('Invalid configuration');
           }
 
-          return field.signedValue;
+          return {
+            token: field.signedValue?.token ?? '',
+            fieldId: field.signedValue?.fieldId ?? 0,
+            value: field.signedValue?.value,
+            isBase64: field.signedValue?.isBase64,
+            authOptions: field.signedValue?.authOptions,
+          };
         }),
       });
 

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -17,6 +17,7 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type {
   TRemovedSignedFieldWithTokenMutationSchema,
@@ -78,6 +79,10 @@ export const DirectTemplateSigningForm = ({
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isSubmitting, setIsSubmitting] = useState(false);
 
+  const fieldsRequiringValidation = useMemo(() => {
+    return localFields.filter((field) => isFieldUnsignedAndRequired(field));
+  }, [localFields]);
+
   const { currentStep, totalSteps, previousStep } = useStep();
 
   const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
@@ -134,18 +139,18 @@ export const DirectTemplateSigningForm = ({
   };
 
   const uninsertedFields = useMemo(() => {
-    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+    return sortFieldsByPosition(fieldsRequiringValidation);
   }, [localFields]);
 
   const fieldsValidated = () => {
     setValidateUninsertedFields(true);
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(fieldsRequiringValidation);
   };
 
   const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
-    const isFieldsValid = validateFieldsInserted(localFields);
+    const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
     if (!isFieldsValid) {
       return;

apps/remix/app/components/general/document-signing/document-signing-auth-dialog.tsx

@@ -1,5 +1,8 @@
+import { useState } from 'react';
+
 import { Trans } from '@lingui/react/macro';
 import type { FieldType } from '@prisma/client';
+import { ChevronLeftIcon } from 'lucide-react';
 import { P, match } from 'ts-pattern';
 
 import {
@@ -7,6 +10,7 @@ import {
   type TRecipientActionAuth,
   type TRecipientActionAuthTypes,
 } from '@documenso/lib/types/document-auth';
+import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
   DialogContent,
@@ -18,11 +22,12 @@ import {
 import { DocumentSigningAuth2FA } from './document-signing-auth-2fa';
 import { DocumentSigningAuthAccount } from './document-signing-auth-account';
 import { DocumentSigningAuthPasskey } from './document-signing-auth-passkey';
+import { DocumentSigningAuthPassword } from './document-signing-auth-password';
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 
 export type DocumentSigningAuthDialogProps = {
   title?: string;
-  documentAuthType: TRecipientActionAuthTypes;
+  availableAuthTypes: TRecipientActionAuthTypes[];
   description?: string;
   actionTarget: FieldType | 'DOCUMENT';
   open: boolean;
@@ -37,54 +42,158 @@ export type DocumentSigningAuthDialogProps = {
 export const DocumentSigningAuthDialog = ({
   title,
   description,
-  documentAuthType,
+  availableAuthTypes,
   open,
   onOpenChange,
   onReauthFormSubmit,
 }: DocumentSigningAuthDialogProps) => {
   const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentSigningAuthContext();
 
+  // Filter out EXPLICIT_NONE from available auth types for the chooser
+  const validAuthTypes = availableAuthTypes.filter(
+    (authType) => authType !== DocumentAuth.EXPLICIT_NONE,
+  );
+
+  const [selectedAuthType, setSelectedAuthType] = useState<TRecipientActionAuthTypes | null>(() => {
+    // Auto-select if there's only one valid option
+    if (validAuthTypes.length === 1) {
+      return validAuthTypes[0];
+    }
+    // Return null if multiple options - show chooser
+    return null;
+  });
+
   const handleOnOpenChange = (value: boolean) => {
     if (isCurrentlyAuthenticating) {
       return;
     }
 
+    // Reset selected auth type when dialog closes
+    if (!value) {
+      setSelectedAuthType(() => {
+        if (validAuthTypes.length === 1) {
+          return validAuthTypes[0];
+        }
+
+        return null;
+      });
+    }
+
     onOpenChange(value);
   };
 
+  const handleBackToChooser = () => {
+    setSelectedAuthType(null);
+  };
+
+  // If no valid auth types available, don't render anything
+  if (validAuthTypes.length === 0) {
+    return null;
+  }
+
   return (
     <Dialog open={open} onOpenChange={handleOnOpenChange}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>{title || <Trans>Sign field</Trans>}</DialogTitle>
+          <DialogTitle>
+            {selectedAuthType && validAuthTypes.length > 1 && (
+              <div className="flex items-center gap-2">
+                <Button
+                  type="button"
+                  variant="ghost"
+                  size="sm"
+                  onClick={handleBackToChooser}
+                  className="h-6 w-6 p-0"
+                >
+                  <ChevronLeftIcon className="h-4 w-4" />
+                </Button>
+                <span>{title || <Trans>Sign field</Trans>}</span>
+              </div>
+            )}
+            {(!selectedAuthType || validAuthTypes.length === 1) &&
+              (title || <Trans>Sign field</Trans>)}
+          </DialogTitle>
 
           <DialogDescription>
             {description || <Trans>Reauthentication is required to sign this field</Trans>}
           </DialogDescription>
         </DialogHeader>
 
-        {match({ documentAuthType, user })
-          .with(
-            { documentAuthType: DocumentAuth.ACCOUNT },
-            { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
-            () => <DocumentSigningAuthAccount onOpenChange={onOpenChange} />,
-          )
-          .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (
-            <DocumentSigningAuthPasskey
-              open={open}
-              onOpenChange={onOpenChange}
-              onReauthFormSubmit={onReauthFormSubmit}
-            />
-          ))
-          .with({ documentAuthType: DocumentAuth.TWO_FACTOR_AUTH }, () => (
-            <DocumentSigningAuth2FA
-              open={open}
-              onOpenChange={onOpenChange}
-              onReauthFormSubmit={onReauthFormSubmit}
-            />
-          ))
-          .with({ documentAuthType: DocumentAuth.EXPLICIT_NONE }, () => null)
-          .exhaustive()}
+        {/* Show chooser if no auth type is selected and there are multiple options */}
+        {!selectedAuthType && validAuthTypes.length > 1 && (
+          <div className="space-y-4">
+            <p className="text-muted-foreground text-sm">
+              <Trans>Choose your preferred authentication method:</Trans>
+            </p>
+            <div className="grid gap-2">
+              {validAuthTypes.map((authType) => (
+                <Button
+                  key={authType}
+                  type="button"
+                  variant="outline"
+                  className="h-auto justify-start p-4"
+                  onClick={() => setSelectedAuthType(authType)}
+                >
+                  <div className="text-left">
+                    <div className="font-medium">
+                      {match(authType)
+                        .with(DocumentAuth.ACCOUNT, () => <Trans>Account</Trans>)
+                        .with(DocumentAuth.PASSKEY, () => <Trans>Passkey</Trans>)
+                        .with(DocumentAuth.TWO_FACTOR_AUTH, () => <Trans>2FA</Trans>)
+                        .with(DocumentAuth.PASSWORD, () => <Trans>Password</Trans>)
+                        .exhaustive()}
+                    </div>
+
+                    <div className="text-muted-foreground text-sm">
+                      {match(authType)
+                        .with(DocumentAuth.ACCOUNT, () => <Trans>Sign in to your account</Trans>)
+                        .with(DocumentAuth.PASSKEY, () => (
+                          <Trans>Use your passkey for authentication</Trans>
+                        ))
+                        .with(DocumentAuth.TWO_FACTOR_AUTH, () => (
+                          <Trans>Enter your 2FA code</Trans>
+                        ))
+                        .with(DocumentAuth.PASSWORD, () => <Trans>Enter your password</Trans>)
+                        .exhaustive()}
+                    </div>
+                  </div>
+                </Button>
+              ))}
+            </div>
+          </div>
+        )}
+
+        {/* Show the selected auth component */}
+        {selectedAuthType &&
+          match({ documentAuthType: selectedAuthType, user })
+            .with(
+              { documentAuthType: DocumentAuth.ACCOUNT },
+              { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
+              () => <DocumentSigningAuthAccount onOpenChange={onOpenChange} />,
+            )
+            .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (
+              <DocumentSigningAuthPasskey
+                open={open}
+                onOpenChange={onOpenChange}
+                onReauthFormSubmit={onReauthFormSubmit}
+              />
+            ))
+            .with({ documentAuthType: DocumentAuth.TWO_FACTOR_AUTH }, () => (
+              <DocumentSigningAuth2FA
+                open={open}
+                onOpenChange={onOpenChange}
+                onReauthFormSubmit={onReauthFormSubmit}
+              />
+            ))
+            .with({ documentAuthType: DocumentAuth.PASSWORD }, () => (
+              <DocumentSigningAuthPassword
+                open={open}
+                onOpenChange={onOpenChange}
+                onReauthFormSubmit={onReauthFormSubmit}
+              />
+            ))
+            .with({ documentAuthType: DocumentAuth.EXPLICIT_NONE }, () => null)
+            .exhaustive()}
       </DialogContent>
     </Dialog>
   );

apps/remix/app/components/general/document-signing/document-signing-auth-password.tsx

@@ -0,0 +1,148 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
+
+export type DocumentSigningAuthPasswordProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const ZPasswordAuthFormSchema = z.object({
+  password: z
+    .string()
+    .min(1, { message: 'Password is required' })
+    .max(72, { message: 'Password must be at most 72 characters long' }),
+});
+
+type TPasswordAuthFormSchema = z.infer<typeof ZPasswordAuthFormSchema>;
+
+export const DocumentSigningAuthPassword = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentSigningAuthPasswordProps) => {
+  const { recipient, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } =
+    useRequiredDocumentSigningAuthContext();
+
+  const form = useForm<TPasswordAuthFormSchema>({
+    resolver: zodResolver(ZPasswordAuthFormSchema),
+    defaultValues: {
+      password: '',
+    },
+  });
+
+  const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
+
+  const onFormSubmit = async ({ password }: TPasswordAuthFormSchema) => {
+    try {
+      setIsCurrentlyAuthenticating(true);
+
+      await onReauthFormSubmit({
+        type: DocumentAuth.PASSWORD,
+        password,
+      });
+
+      setIsCurrentlyAuthenticating(false);
+
+      onOpenChange(false);
+    } catch (err) {
+      setIsCurrentlyAuthenticating(false);
+
+      const error = AppError.parseError(err);
+      setFormErrorCode(error.code);
+
+      // Todo: Alert.
+    }
+  };
+
+  useEffect(() => {
+    form.reset({
+      password: '',
+    });
+
+    setFormErrorCode(null);
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            {formErrorCode && (
+              <Alert variant="destructive">
+                <AlertTitle>
+                  <Trans>Unauthorized</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>
+                    We were unable to verify your details. Please try again or contact support
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            )}
+
+            <FormField
+              control={form.control}
+              name="password"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Password</Trans>
+                  </FormLabel>
+
+                  <FormControl>
+                    <Input
+                      type="password"
+                      placeholder="Enter your password"
+                      {...field}
+                      autoComplete="current-password"
+                    />
+                  </FormControl>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={isCurrentlyAuthenticating}>
+                <Trans>Sign</Trans>
+              </Button>
+            </DialogFooter>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-auth-provider.tsx

@@ -1,7 +1,6 @@
 import { createContext, useContext, useEffect, useMemo, useState } from 'react';
 
 import { type Document, FieldType, type Passkey, type Recipient } from '@prisma/client';
-import { match } from 'ts-pattern';
 
 import type { SessionUser } from '@documenso/auth/server/lib/session/session';
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
@@ -33,8 +32,8 @@ export type DocumentSigningAuthContextValue = {
   recipient: Recipient;
   recipientAuthOption: TRecipientAuthOptions;
   setRecipient: (_value: Recipient) => void;
-  derivedRecipientAccessAuth: TRecipientAccessAuthTypes | null;
-  derivedRecipientActionAuth: TRecipientActionAuthTypes | null;
+  derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
+  derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
   isCurrentlyAuthenticating: boolean;
   setIsCurrentlyAuthenticating: (_value: boolean) => void;
@@ -100,7 +99,7 @@ export const DocumentSigningAuthProvider = ({
     },
     {
       placeholderData: (previousData) => previousData,
-      enabled: derivedRecipientActionAuth === DocumentAuth.PASSKEY,
+      enabled: derivedRecipientActionAuth?.includes(DocumentAuth.PASSKEY) ?? false,
     },
   );
 
@@ -121,21 +120,28 @@ export const DocumentSigningAuthProvider = ({
    * Will be `null` if the user still requires authentication, or if they don't need
    * authentication.
    */
-  const preCalculatedActionAuthOptions = match(derivedRecipientActionAuth)
-    .with(DocumentAuth.ACCOUNT, () => {
-      if (recipient.email !== user?.email) {
-        return null;
-      }
+  const preCalculatedActionAuthOptions = useMemo(() => {
+    if (
+      !derivedRecipientActionAuth ||
+      derivedRecipientActionAuth.length === 0 ||
+      derivedRecipientActionAuth.includes(DocumentAuth.EXPLICIT_NONE)
+    ) {
+      return {
+        type: DocumentAuth.EXPLICIT_NONE,
+      };
+    }
 
+    if (
+      derivedRecipientActionAuth.includes(DocumentAuth.ACCOUNT) &&
+      user?.email == recipient.email
+    ) {
       return {
         type: DocumentAuth.ACCOUNT,
       };
-    })
-    .with(DocumentAuth.EXPLICIT_NONE, () => ({
-      type: DocumentAuth.EXPLICIT_NONE,
-    }))
-    .with(DocumentAuth.PASSKEY, DocumentAuth.TWO_FACTOR_AUTH, null, () => null)
-    .exhaustive();
+    }
+
+    return null;
+  }, [derivedRecipientActionAuth, user, recipient]);
 
   const executeActionAuthProcedure = async (options: ExecuteActionAuthProcedureOptions) => {
     // Directly run callback if no auth required.
@@ -170,7 +176,8 @@ export const DocumentSigningAuthProvider = ({
   // Assume that a user must be logged in for any auth requirements.
   const isAuthRedirectRequired = Boolean(
     derivedRecipientActionAuth &&
-      derivedRecipientActionAuth !== DocumentAuth.EXPLICIT_NONE &&
+      derivedRecipientActionAuth.length > 0 &&
+      !derivedRecipientActionAuth.includes(DocumentAuth.EXPLICIT_NONE) &&
       user?.email !== recipient.email,
   );
 
@@ -208,7 +215,7 @@ export const DocumentSigningAuthProvider = ({
           onOpenChange={() => setDocumentAuthDialogPayload(null)}
           onReauthFormSubmit={documentAuthDialogPayload.onReauthFormSubmit}
           actionTarget={documentAuthDialogPayload.actionTarget}
-          documentAuthType={derivedRecipientActionAuth}
+          availableAuthTypes={derivedRecipientActionAuth}
         />
       )}
     </DocumentSigningAuthContext.Provider>
@@ -217,7 +224,7 @@ export const DocumentSigningAuthProvider = ({
 
 type ExecuteActionAuthProcedureOptions = Omit<
   DocumentSigningAuthDialogProps,
-  'open' | 'onOpenChange' | 'documentAuthType' | 'recipientRole'
+  'open' | 'onOpenChange' | 'documentAuthType' | 'recipientRole' | 'availableAuthTypes'
 >;
 
 DocumentSigningAuthProvider.displayName = 'DocumentSigningAuthProvider';

apps/remix/app/components/general/document-signing/document-signing-auto-sign.tsx

@@ -10,6 +10,7 @@ import { useRevalidator } from 'react-router';
 import { P, match } from 'ts-pattern';
 
 import { unsafe_useEffectOnce } from '@documenso/lib/client-only/hooks/use-effect-once';
+import { AUTO_SIGNABLE_FIELD_TYPES } from '@documenso/lib/constants/autosign';
 import { DocumentAuth } from '@documenso/lib/types/document-auth';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { trpc } from '@documenso/trpc/react';
@@ -30,13 +31,6 @@ import { DocumentSigningDisclosure } from '~/components/general/document-signing
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 
-const AUTO_SIGNABLE_FIELD_TYPES: string[] = [
-  FieldType.NAME,
-  FieldType.INITIALS,
-  FieldType.EMAIL,
-  FieldType.DATE,
-];
-
 // The action auth types that are not allowed to be auto signed
 //
 // Reasoning: If the action auth is a passkey or 2FA, it's likely that the owner of the document
@@ -44,6 +38,7 @@ const AUTO_SIGNABLE_FIELD_TYPES: string[] = [
 // other field types.
 const NON_AUTO_SIGNABLE_ACTION_AUTH_TYPES: string[] = [
   DocumentAuth.PASSKEY,
+  DocumentAuth.PASSWORD,
   DocumentAuth.TWO_FACTOR_AUTH,
 ];
 
@@ -96,8 +91,8 @@ export const DocumentSigningAutoSign = ({ recipient, fields }: DocumentSigningAu
     return true;
   });
 
-  const actionAuthAllowsAutoSign = !NON_AUTO_SIGNABLE_ACTION_AUTH_TYPES.includes(
-    derivedRecipientActionAuth ?? '',
+  const actionAuthAllowsAutoSign = derivedRecipientActionAuth.every(
+    (actionAuth) => !NON_AUTO_SIGNABLE_ACTION_AUTH_TYPES.includes(actionAuth),
   );
 
   const onSubmit = async () => {
@@ -110,16 +105,16 @@ export const DocumentSigningAutoSign = ({ recipient, fields }: DocumentSigningAu
           .with(FieldType.DATE, () => new Date().toISOString())
           .otherwise(() => '');
 
-        const authOptions = match(derivedRecipientActionAuth)
+        const authOptions = match(derivedRecipientActionAuth.at(0))
           .with(DocumentAuth.ACCOUNT, () => ({
             type: DocumentAuth.ACCOUNT,
           }))
           .with(DocumentAuth.EXPLICIT_NONE, () => ({
             type: DocumentAuth.EXPLICIT_NONE,
           }))
-          .with(null, () => undefined)
+          .with(undefined, () => undefined)
           .with(
-            P.union(DocumentAuth.PASSKEY, DocumentAuth.TWO_FACTOR_AUTH),
+            P.union(DocumentAuth.PASSKEY, DocumentAuth.TWO_FACTOR_AUTH, DocumentAuth.PASSWORD),
             // This is a bit dirty, but the sentinel value used here is incredibly short-lived.
             () => 'NOT_SUPPORTED' as const,
           )

apps/remix/app/components/general/document-signing/document-signing-checkbox-field.tsx

@@ -17,6 +17,7 @@ import type {
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
+import { cn } from '@documenso/ui/lib/utils';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import { checkboxValidationSigns } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
 import { Label } from '@documenso/ui/primitives/label';
@@ -97,6 +98,12 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      // Do nothing, this should only happen when the user clicks the field, but
+      // misses the checkbox which triggers this callback.
+      if (checkedValues.length === 0) {
+        return;
+      }
+
       if (!isLengthConditionMet) {
         return;
       }
@@ -270,21 +277,34 @@ export const DocumentSigningCheckboxField = ({
               {validationSign?.label} {checkboxValidationLength}
             </FieldToolTip>
           )}
-          <div className="z-50 flex flex-col gap-y-2">
+          <div
+            className={cn(
+              'z-50 my-0.5 flex gap-1',
+              parsedFieldMeta.direction === 'horizontal'
+                ? 'flex-row flex-wrap'
+                : 'flex-col gap-y-1',
+            )}
+          >
             {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
               const itemValue = item.value || `empty-value-${item.id}`;
 
               return (
-                <div key={index} className="flex items-center gap-x-1.5">
+                <div key={index} className="flex items-center">
                   <Checkbox
-                    className="h-4 w-4"
-                    id={`checkbox-${index}`}
+                    className="h-3 w-3"
+                    id={`checkbox-${field.id}-${item.id}`}
                     checked={checkedValues.includes(itemValue)}
+                    disabled={isReadOnly}
                     onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
                   />
-                  <Label htmlFor={`checkbox-${index}`}>
-                    {item.value.includes('empty-value-') ? '' : item.value}
-                  </Label>
+                  {!item.value.includes('empty-value-') && item.value && (
+                    <Label
+                      htmlFor={`checkbox-${field.id}-${item.id}`}
+                      className="text-foreground ml-1.5 text-xs font-normal"
+                    >
+                      {item.value}
+                    </Label>
+                  )}
                 </div>
               );
             })}
@@ -293,22 +313,32 @@ export const DocumentSigningCheckboxField = ({
       )}
 
       {field.inserted && (
-        <div className="flex flex-col gap-y-1">
+        <div
+          className={cn(
+            'my-0.5 flex gap-1',
+            parsedFieldMeta.direction === 'horizontal' ? 'flex-row flex-wrap' : 'flex-col gap-y-1',
+          )}
+        >
           {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
             const itemValue = item.value || `empty-value-${item.id}`;
 
             return (
-              <div key={index} className="flex items-center gap-x-1.5">
+              <div key={index} className="flex items-center">
                 <Checkbox
                   className="h-3 w-3"
-                  id={`checkbox-${index}`}
+                  id={`checkbox-${field.id}-${item.id}`}
                   checked={parsedCheckedValues.includes(itemValue)}
-                  disabled={isLoading}
+                  disabled={isLoading || isReadOnly}
                   onCheckedChange={() => void handleCheckboxOptionClick(item)}
                 />
-                <Label htmlFor={`checkbox-${index}`} className="text-xs">
-                  {item.value.includes('empty-value-') ? '' : item.value}
-                </Label>
+                {!item.value.includes('empty-value-') && item.value && (
+                  <Label
+                    htmlFor={`checkbox-${field.id}-${item.id}`}
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    {item.value}
+                  </Label>
+                )}
               </div>
             );
           })}

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -92,8 +92,6 @@ export const DocumentSigningCompleteDialog = ({
   };
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
-    console.log('data', data);
-    console.log('form.formState.errors', form.formState.errors);
     try {
       if (allowDictateNextSigner && data.name && data.email) {
         await onSignatureComplete({ name: data.name, email: data.email });
@@ -281,7 +279,7 @@ export const DocumentSigningCompleteDialog = ({
                 <div className="flex w-full flex-1 flex-nowrap gap-4">
                   <Button
                     type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                    className="flex-1"
                     variant="secondary"
                     onClick={() => setShowDialog(false)}
                     disabled={form.formState.isSubmitting}

apps/remix/app/components/general/document-signing/document-signing-date-field.tsx

@@ -142,7 +142,7 @@ export const DocumentSigningDateField = ({
       )}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary text-foreground group-hover:text-recipient-green text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
           <Trans>Date</Trans>
         </p>
       )}
@@ -151,12 +151,10 @@ export const DocumentSigningDateField = ({
         <div className="flex h-full w-full items-center">
           <p
             className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              'text-foreground w-full whitespace-nowrap text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
               {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
+                '!text-center': parsedFieldMeta?.textAlign === 'center',
+                '!text-right': parsedFieldMeta?.textAlign === 'right',
               },
             )}
           >

apps/remix/app/components/general/document-signing/document-signing-dropdown-field.tsx

@@ -177,15 +177,11 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {!field.inserted && (
-          <p className="group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200">
+          <p className="group-hover:text-primary text-foreground flex flex-col items-center justify-center duration-200">
             <Select value={localChoice} onValueChange={handleSelectItem}>
               <SelectTrigger
                 className={cn(
-                  'text-muted-foreground z-10 h-full w-full border-none ring-0 focus:ring-0',
-                  {
-                    'hover:text-red-300': parsedFieldMeta.required,
-                    'hover:text-yellow-300': !parsedFieldMeta.required,
-                  },
+                  'text-foreground z-10 h-full w-full border-none ring-0 focus:border-none focus:ring-0',
                 )}
               >
                 <SelectValue
@@ -205,7 +201,7 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {field.inserted && (
-          <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+          <p className="text-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
             {field.customText}
           </p>
         )}

apps/remix/app/components/general/document-signing/document-signing-email-field.tsx

@@ -1,7 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -14,10 +13,14 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -120,34 +123,18 @@ export const DocumentSigningEmailField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Email</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

apps/remix/app/components/general/document-signing/document-signing-field-container.tsx

@@ -2,12 +2,14 @@ import React from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
+import { TooltipArrow } from '@radix-ui/react-tooltip';
 import { X } from 'lucide-react';
 
 import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { RECIPIENT_COLOR_STYLES } from '@documenso/ui/lib/recipient-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
@@ -128,57 +130,48 @@ export const DocumentSigningFieldContainer = ({
   };
 
   return (
-    <div className={cn('[container-type:size]', { group: type === 'Checkbox' })}>
-      <FieldRootContainer field={field}>
+    <div className={cn('[container-type:size]')}>
+      <FieldRootContainer
+        color={
+          field.fieldMeta?.readOnly ? RECIPIENT_COLOR_STYLES.readOnly : RECIPIENT_COLOR_STYLES.green
+        }
+        field={field}
+      >
         {!field.inserted && !loading && !readOnlyField && (
           <button
             type="submit"
-            className="absolute inset-0 z-10 h-full w-full rounded-md border"
+            className="absolute inset-0 z-10 h-full w-full rounded-[2px]"
             onClick={async () => handleInsertField()}
           />
         )}
 
-        {readOnlyField && (
-          <button className="bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100">
-            <span className="bg-foreground/50 dark:bg-background/50 text-background dark:text-foreground rounded-xl p-2">
-              <Trans>Read only field</Trans>
-            </span>
-          </button>
-        )}
-
-        {type === 'Date' && field.inserted && !loading && !readOnlyField && (
-          <Tooltip delayDuration={0}>
-            <TooltipTrigger asChild>
-              <button
-                className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-                onClick={onRemoveSignedFieldClick}
-              >
-                <Trans>Remove</Trans>
-              </button>
-            </TooltipTrigger>
-
-            {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
-          </Tooltip>
-        )}
-
         {type === 'Checkbox' && field.inserted && !loading && !readOnlyField && (
           <button
-            className="dark:bg-background absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
+            className="absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
             onClick={() => void onClearCheckBoxValues(type)}
           >
-            <span className="dark:text-muted-foreground/50 dark:hover:text-muted-foreground dark:hover:bg-foreground/10 rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
+            <span className="rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
               <X className="h-4 w-4" />
             </span>
           </button>
         )}
 
-        {type !== 'Date' && type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
-          <button
-            className="text-destructive bg-background/50 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-            onClick={onRemoveSignedFieldClick}
-          >
-            <Trans>Remove</Trans>
-          </button>
+        {type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
+          <Tooltip delayDuration={0}>
+            <TooltipTrigger asChild>
+              <button className="absolute inset-0 z-10" onClick={onRemoveSignedFieldClick}></button>
+            </TooltipTrigger>
+
+            <TooltipContent
+              className="border-0 bg-orange-300 fill-orange-300 text-orange-900"
+              sideOffset={2}
+            >
+              {tooltipText && <p>{tooltipText}</p>}
+
+              <Trans>Remove</Trans>
+              <TooltipArrow />
+            </TooltipContent>
+          </Tooltip>
         )}
 
         {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&

apps/remix/app/components/general/document-signing/document-signing-fields.tsx

@@ -0,0 +1,51 @@
+import { Loader } from 'lucide-react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+export const DocumentSigningFieldsLoader = () => {
+  return (
+    <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
+      <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
+    </div>
+  );
+};
+
+export const DocumentSigningFieldsUninserted = ({ children }: { children: React.ReactNode }) => {
+  return (
+    <p className="text-foreground group-hover:text-recipient-green whitespace-pre-wrap text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+      {children}
+    </p>
+  );
+};
+
+type DocumentSigningFieldsInsertedProps = {
+  children: React.ReactNode;
+
+  /**
+   * The text alignment of the field.
+   *
+   * Defaults to left.
+   */
+  textAlign?: 'left' | 'center' | 'right';
+};
+
+export const DocumentSigningFieldsInserted = ({
+  children,
+  textAlign = 'left',
+}: DocumentSigningFieldsInsertedProps) => {
+  return (
+    <div className="flex h-full w-full items-center overflow-hidden">
+      <p
+        className={cn(
+          'text-foreground w-full whitespace-pre-wrap text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+          {
+            '!text-center': textAlign === 'center',
+            '!text-right': textAlign === 'right',
+          },
+        )}
+      >
+        {children}
+      </p>
+    </div>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -16,7 +16,6 @@ import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/uti
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -177,15 +176,7 @@ export const DocumentSigningForm = ({
   }, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
 
   return (
-    <div
-      className={cn(
-        'dark:bg-background border-border bg-widget sticky flex h-full flex-col rounded-xl border px-4 py-6',
-        {
-          'top-20 max-h-[min(68rem,calc(100vh-6rem))]': user,
-          'top-4 max-h-[min(68rem,calc(100vh-2rem))]': !user,
-        },
-      )}
-    >
+    <div className="flex h-full flex-col">
       {validateUninsertedFields && uninsertedFields[0] && (
         <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
           <Trans>Click to insert field</Trans>
@@ -194,21 +185,8 @@ export const DocumentSigningForm = ({
 
       <div className="custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2">
         <div className="flex flex-1 flex-col">
-          <h3 className="text-foreground text-2xl font-semibold">
-            {recipient.role === RecipientRole.VIEWER && <Trans>View Document</Trans>}
-            {recipient.role === RecipientRole.SIGNER && <Trans>Sign Document</Trans>}
-            {recipient.role === RecipientRole.APPROVER && <Trans>Approve Document</Trans>}
-            {recipient.role === RecipientRole.ASSISTANT && <Trans>Assist Document</Trans>}
-          </h3>
-
           {recipient.role === RecipientRole.VIEWER ? (
             <>
-              <p className="text-muted-foreground mt-2 text-sm">
-                <Trans>Please mark as viewed to complete</Trans>
-              </p>
-
-              <hr className="border-border mb-8 mt-4" />
-
               <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
                 <div className="flex flex-1 flex-col gap-y-4" />
                 <div className="flex flex-col gap-4 md:flex-row">
@@ -245,15 +223,6 @@ export const DocumentSigningForm = ({
           ) : recipient.role === RecipientRole.ASSISTANT ? (
             <>
               <form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
-                <p className="text-muted-foreground mt-2 text-sm">
-                  <Trans>
-                    Complete the fields for the following signers. Once reviewed, they will inform
-                    you if any modifications are needed.
-                  </Trans>
-                </p>
-
-                <hr className="border-border my-4" />
-
                 <fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
                   <Controller
                     name="selectedSignerId"
@@ -340,88 +309,76 @@ export const DocumentSigningForm = ({
             </>
           ) : (
             <>
-              <div>
-                <p className="text-muted-foreground mt-2 text-sm">
-                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
-                    <Trans>Please review the document before approving.</Trans>
-                  ) : (
-                    <Trans>Please review the document before signing.</Trans>
-                  )}
-                </p>
+              <fieldset
+                disabled={isSubmitting}
+                className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
+              >
+                <div className="flex flex-1 flex-col gap-y-4">
+                  <div>
+                    <Label htmlFor="full-name">
+                      <Trans>Full Name</Trans>
+                    </Label>
 
-                <hr className="border-border mb-8 mt-4" />
+                    <Input
+                      type="text"
+                      id="full-name"
+                      className="bg-background mt-2"
+                      value={fullName}
+                      onChange={(e) => setFullName(e.target.value.trimStart())}
+                    />
+                  </div>
 
-                <fieldset
-                  disabled={isSubmitting}
-                  className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
-                >
-                  <div className="flex flex-1 flex-col gap-y-4">
+                  {hasSignatureField && (
                     <div>
-                      <Label htmlFor="full-name">
-                        <Trans>Full Name</Trans>
+                      <Label htmlFor="Signature">
+                        <Trans>Signature</Trans>
                       </Label>
 
-                      <Input
-                        type="text"
-                        id="full-name"
-                        className="bg-background mt-2"
-                        value={fullName}
-                        onChange={(e) => setFullName(e.target.value.trimStart())}
+                      <SignaturePadDialog
+                        className="mt-2"
+                        disabled={isSubmitting}
+                        value={signature ?? ''}
+                        onChange={(v) => setSignature(v ?? '')}
+                        typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+                        uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+                        drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
                       />
                     </div>
-
-                    {hasSignatureField && (
-                      <div>
-                        <Label htmlFor="Signature">
-                          <Trans>Signature</Trans>
-                        </Label>
-
-                        <SignaturePadDialog
-                          className="mt-2"
-                          disabled={isSubmitting}
-                          value={signature ?? ''}
-                          onChange={(v) => setSignature(v ?? '')}
-                          typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
-                          uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
-                          drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
-                        />
-                      </div>
-                    )}
-                  </div>
-                </fieldset>
-
-                <div className="mt-6 flex flex-col gap-4 md:flex-row">
-                  <Button
-                    type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
-                    variant="secondary"
-                    size="lg"
-                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                    onClick={async () => navigate(-1)}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <DocumentSigningCompleteDialog
-                    isSubmitting={isSubmitting || isAssistantSubmitting}
-                    documentTitle={document.title}
-                    fields={fields}
-                    fieldsValidated={fieldsValidated}
-                    disabled={!isRecipientsTurn}
-                    onSignatureComplete={async (nextSigner) => {
-                      await completeDocument(undefined, nextSigner);
-                    }}
-                    role={recipient.role}
-                    allowDictateNextSigner={
-                      nextRecipient && document.documentMeta?.allowDictateNextSigner
-                    }
-                    defaultNextSigner={
-                      nextRecipient
-                        ? { name: nextRecipient.name, email: nextRecipient.email }
-                        : undefined
-                    }
-                  />
+                  )}
                 </div>
+              </fieldset>
+
+              <div className="mt-6 flex flex-col gap-4 md:flex-row">
+                <Button
+                  type="button"
+                  className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+                  variant="secondary"
+                  size="lg"
+                  disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                  onClick={async () => navigate(-1)}
+                >
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <DocumentSigningCompleteDialog
+                  isSubmitting={isSubmitting || isAssistantSubmitting}
+                  documentTitle={document.title}
+                  fields={fields}
+                  fieldsValidated={fieldsValidated}
+                  disabled={!isRecipientsTurn}
+                  onSignatureComplete={async (nextSigner) => {
+                    await completeDocument(undefined, nextSigner);
+                  }}
+                  role={recipient.role}
+                  allowDictateNextSigner={
+                    nextRecipient && document.documentMeta?.allowDictateNextSigner
+                  }
+                  defaultNextSigner={
+                    nextRecipient
+                      ? { name: nextRecipient.name, email: nextRecipient.email }
+                      : undefined
+                  }
+                />
               </div>
             </>
           )}

apps/remix/app/components/general/document-signing/document-signing-initials-field.tsx

@@ -1,12 +1,12 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZInitialsFieldMeta } from '@documenso/lib/types/field-meta';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -17,6 +17,11 @@ import type {
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -50,6 +55,9 @@ export const DocumentSigningInitialsField = ({
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading;
 
+  const safeFieldMeta = ZInitialsFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       const value = initials ?? '';
@@ -122,22 +130,18 @@ export const DocumentSigningInitialsField = ({
       onRemove={onRemove}
       type="Initials"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Initials</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
           {field.customText}
-        </p>
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

apps/remix/app/components/general/document-signing/document-signing-name-field.tsx

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -16,7 +15,6 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@@ -25,6 +23,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -166,34 +169,18 @@ export const DocumentSigningNameField = ({
       onRemove={onRemove}
       type="Name"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Name</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showFullNameModal} onOpenChange={setShowFullNameModal}>
@@ -202,7 +189,7 @@ export const DocumentSigningNameField = ({
             <Trans>
               Sign as
               <div>
-                {recipient.name} <div className="text-muted-foreground">({recipient.email})</div>
+                {recipient.name} <div className="text-foreground">({recipient.email})</div>
               </div>
             </Trans>
           </DialogTitle>
@@ -224,7 +211,7 @@ export const DocumentSigningNameField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowFullNameModal(false);

apps/remix/app/components/general/document-signing/document-signing-number-field.tsx

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Hash, Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateNumberField } from '@documenso/lib/advanced-fields-validation/validate-number';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 type ValidationErrors = {
@@ -50,7 +54,7 @@ export const DocumentSigningNumberField = ({
   const { toast } = useToast();
   const { revalidate } = useRevalidator();
 
-  const { recipient, targetSigner, isAssistantMode } = useDocumentSigningRecipientContext();
+  const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
 
   const [showNumberModal, setShowNumberModal] = useState(false);
 
@@ -58,8 +62,8 @@ export const DocumentSigningNumberField = ({
   const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
 
   const defaultValue = parsedFieldMeta?.value;
-  const [localNumber, setLocalNumber] = useState(
-    parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '0',
+  const [localNumber, setLocalNumber] = useState(() =>
+    parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '',
   );
 
   const initialErrors: ValidationErrors = {
@@ -209,16 +213,13 @@ export const DocumentSigningNumberField = ({
 
   useEffect(() => {
     if (!showNumberModal) {
-      setLocalNumber(parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '0');
+      setLocalNumber(parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '');
       setErrors(initialErrors);
     }
   }, [showNumberModal]);
 
   useEffect(() => {
-    if (
-      (!field.inserted && defaultValue && localNumber) ||
-      (!field.inserted && parsedFieldMeta?.readOnly && defaultValue)
-    ) {
+    if (!field.inserted && defaultValue) {
       void executeActionAuthProcedure({
         onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
         actionTarget: field.type,
@@ -245,45 +246,16 @@ export const DocumentSigningNumberField = ({
       onRemove={onRemove}
       type="Number"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Hash className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />{' '}
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">{fieldDisplayName}</span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>{fieldDisplayName}</DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showNumberModal} onOpenChange={setShowNumberModal}>
@@ -339,11 +311,11 @@ export const DocumentSigningNumberField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowNumberModal(false);
-                  setLocalNumber('');
+                  setLocalNumber(parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '');
                 }}
               >
                 <Trans>Cancel</Trans>

apps/remix/app/components/general/document-signing/document-signing-page-view.tsx

@@ -3,6 +3,7 @@ import { useState } from 'react';
 import { Trans } from '@lingui/react/macro';
 import type { Field } from '@prisma/client';
 import { FieldType, RecipientRole } from '@prisma/client';
+import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
@@ -19,6 +20,8 @@ import {
 import type { CompletedField } from '@documenso/lib/types/fields';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -36,7 +39,6 @@ import { DocumentSigningRadioField } from '~/components/general/document-signing
 import { DocumentSigningRejectDialog } from '~/components/general/document-signing/document-signing-reject-dialog';
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
-import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
 
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
@@ -47,6 +49,7 @@ export type DocumentSigningPageViewProps = {
   completedFields: CompletedField[];
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
+  includeSenderDetails: boolean;
 };
 
 export const DocumentSigningPageView = ({
@@ -56,35 +59,36 @@ export const DocumentSigningPageView = ({
   completedFields,
   isRecipientsTurn,
   allRecipients = [],
+  includeSenderDetails,
 }: DocumentSigningPageViewProps) => {
   const { documentData, documentMeta } = document;
 
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
-
-  const shouldUseTeamDetails =
-    document.teamId && document.team?.teamGlobalSettings?.includeSenderDetails === false;
+  const [isExpanded, setIsExpanded] = useState(false);
 
   let senderName = document.user.name ?? '';
   let senderEmail = `(${document.user.email})`;
 
-  if (shouldUseTeamDetails) {
+  if (includeSenderDetails) {
     senderName = document.team?.name ?? '';
     senderEmail = document.team?.teamEmail?.email ? `(${document.team.teamEmail.email})` : '';
   }
 
   const selectedSigner = allRecipients?.find((r) => r.id === selectedSignerId);
+  const targetSigner =
+    recipient.role === RecipientRole.ASSISTANT && selectedSigner ? selectedSigner : null;
 
   return (
-    <DocumentSigningRecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
-      <div className="mx-auto w-full max-w-screen-xl">
+    <DocumentSigningRecipientProvider recipient={recipient} targetSigner={targetSigner}>
+      <div className="mx-auto w-full max-w-screen-xl sm:px-6">
         <h1
-          className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+          className="block max-w-[20rem] truncate text-2xl font-semibold sm:mt-4 md:max-w-[30rem] md:text-3xl"
           title={document.title}
         >
           {document.title}
         </h1>
 
-        <div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
+        <div className="mt-1.5 flex flex-wrap items-center justify-between gap-y-2 sm:mt-2.5 sm:gap-y-0">
           <div className="max-w-[50ch]">
             <span className="text-muted-foreground truncate" title={senderName}>
               {senderName} {senderEmail}
@@ -92,7 +96,7 @@ export const DocumentSigningPageView = ({
             <span className="text-muted-foreground">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () =>
-                  document.teamId && !shouldUseTeamDetails ? (
+                  includeSenderDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to view this document
                     </Trans>
@@ -101,7 +105,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.SIGNER, () =>
-                  document.teamId && !shouldUseTeamDetails ? (
+                  includeSenderDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to sign this document
                     </Trans>
@@ -110,7 +114,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.APPROVER, () =>
-                  document.teamId && !shouldUseTeamDetails ? (
+                  includeSenderDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to approve this document
                     </Trans>
@@ -119,7 +123,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.ASSISTANT, () =>
-                  document.teamId && !shouldUseTeamDetails ? (
+                  includeSenderDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to assist this document
                     </Trans>
@@ -134,30 +138,87 @@ export const DocumentSigningPageView = ({
           <DocumentSigningRejectDialog document={document} token={recipient.token} />
         </div>
 
-        <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-          <Card
-            className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-            gradient
-          >
-            <CardContent className="p-2">
-              <PDFViewer key={documentData.id} documentData={documentData} document={document} />
-            </CardContent>
-          </Card>
+        <div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">
+          <div className="flex-1">
+            <Card className="rounded-xl before:rounded-xl" gradient>
+              <CardContent className="p-2">
+                <PDFViewer key={documentData.id} documentData={documentData} document={document} />
+              </CardContent>
+            </Card>
+          </div>
 
-          <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-            <DocumentSigningForm
-              document={document}
-              recipient={recipient}
-              fields={fields}
-              redirectUrl={documentMeta?.redirectUrl}
-              isRecipientsTurn={isRecipientsTurn}
-              allRecipients={allRecipients}
-              setSelectedSignerId={setSelectedSignerId}
-            />
+          <div
+            key={isExpanded ? 'expanded' : 'collapsed'}
+            className="group/document-widget fixed bottom-6 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-4 md:sticky md:bottom-[unset] md:top-4 md:z-auto md:w-[350px] md:px-0"
+            data-expanded={isExpanded || undefined}
+          >
+            <div className="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
+              <div className="flex items-center justify-between gap-x-2">
+                <h3 className="text-foreground text-xl font-semibold md:text-2xl">
+                  {match(recipient.role)
+                    .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                    .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                    .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                    .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                    .otherwise(() => null)}
+                </h3>
+
+                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                  {isExpanded ? (
+                    <LucideChevronDown
+                      className="text-muted-foreground h-5 w-5"
+                      onClick={() => setIsExpanded(false)}
+                    />
+                  ) : (
+                    <LucideChevronUp
+                      className="text-muted-foreground h-5 w-5"
+                      onClick={() => setIsExpanded(true)}
+                    />
+                  )}
+                </Button>
+              </div>
+
+              <div className="hidden group-data-[expanded]/document-widget:block md:block">
+                <p className="text-muted-foreground mt-2 text-sm">
+                  {match(recipient.role)
+                    .with(RecipientRole.VIEWER, () => (
+                      <Trans>Please mark as viewed to complete.</Trans>
+                    ))
+                    .with(RecipientRole.SIGNER, () => (
+                      <Trans>Please review the document before signing.</Trans>
+                    ))
+                    .with(RecipientRole.APPROVER, () => (
+                      <Trans>Please review the document before approving.</Trans>
+                    ))
+                    .with(RecipientRole.ASSISTANT, () => (
+                      <Trans>Complete the fields for the following signers.</Trans>
+                    ))
+                    .otherwise(() => null)}
+                </p>
+
+                <hr className="border-border mb-8 mt-4" />
+              </div>
+
+              <div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
+                <DocumentSigningForm
+                  document={document}
+                  recipient={recipient}
+                  fields={fields}
+                  redirectUrl={documentMeta?.redirectUrl}
+                  isRecipientsTurn={isRecipientsTurn}
+                  allRecipients={allRecipients}
+                  setSelectedSignerId={setSelectedSignerId}
+                />
+              </div>
+            </div>
           </div>
         </div>
 
-        <DocumentReadOnlyFields documentMeta={documentMeta || undefined} fields={completedFields} />
+        <DocumentReadOnlyFields
+          documentMeta={documentMeta || undefined}
+          fields={completedFields}
+          showRecipientTooltip={true}
+        />
 
         {recipient.role !== RecipientRole.ASSISTANT && (
           <DocumentSigningAutoSign recipient={recipient} fields={fields} />

apps/remix/app/components/general/document-signing/document-signing-radio-field.tsx

@@ -2,7 +2,6 @@ import { useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -21,6 +20,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import { DocumentSigningFieldsLoader } from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningRadioFieldProps = {
@@ -41,6 +41,7 @@ export const DocumentSigningRadioField = ({
   const { recipient, targetSigner, isAssistantMode } = useDocumentSigningRecipientContext();
 
   const parsedFieldMeta = ZRadioFieldMeta.parse(field.fieldMeta);
+  const isReadOnly = parsedFieldMeta.readOnly;
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,
     value: item.value.length > 0 ? item.value : `empty-value-${item.id}`,
@@ -150,44 +151,54 @@ export const DocumentSigningRadioField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Radio">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 z-20 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10">
+        <RadioGroup
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
-                className="h-4 w-4 shrink-0"
+                className="h-3 w-3 shrink-0"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.checked}
+                disabled={isReadOnly}
               />
-
-              <Label htmlFor={`option-${index}`}>
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>
       )}
 
       {field.inserted && (
-        <RadioGroup className="gap-y-1">
+        <RadioGroup className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.value === field.customText}
+                disabled={isReadOnly}
               />
-              <Label htmlFor={`option-${index}`} className="text-xs">
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>

apps/remix/app/components/general/document-signing/document-signing-recipient-provider.tsx

@@ -38,11 +38,6 @@ export const DocumentSigningRecipientProvider = ({
   recipient,
   targetSigner = null,
 }: DocumentSigningRecipientProviderProps) => {
-  // console.log({
-  //   recipient,
-  //   targetSigner,
-  //   isAssistantMode: !!targetSigner,
-  // });
   return (
     <DocumentSigningRecipientContext.Provider
       value={{

apps/remix/app/components/general/document-signing/document-signing-signature-field.tsx

@@ -242,7 +242,7 @@ export const DocumentSigningSignatureField = ({
       )}
 
       {state === 'empty' && (
-        <p className="group-hover:text-primary font-signature text-muted-foreground text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary font-signature text-muted-foreground group-hover:text-recipient-green text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200">
           <Trans>Signature</Trans>
         </p>
       )}
@@ -259,7 +259,7 @@ export const DocumentSigningSignatureField = ({
         <div ref={containerRef} className="flex h-full w-full items-center justify-center p-2">
           <p
             ref={signatureRef}
-            className="font-signature text-muted-foreground dark:text-background w-full overflow-hidden break-all text-center leading-tight duration-200"
+            className="font-signature text-muted-foreground w-full overflow-hidden break-all text-center leading-tight duration-200"
             style={{ fontSize: `${fontSize}rem` }}
           >
             {signature?.typedSignature}
@@ -291,7 +291,7 @@ export const DocumentSigningSignatureField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowSignatureModal(false);

apps/remix/app/components/general/document-signing/document-signing-text-field.tsx

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import { Loader, Type } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningTextFieldProps = {
@@ -223,19 +227,8 @@ export const DocumentSigningTextField = ({
 
   const parsedField = field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : undefined;
 
-  const labelDisplay =
-    parsedField?.label && parsedField.label.length < 20
-      ? parsedField.label
-      : parsedField?.label
-        ? parsedField?.label.substring(0, 20) + '...'
-        : undefined;
-
-  const textDisplay =
-    parsedField?.text && parsedField.text.length < 20
-      ? parsedField.text
-      : parsedField?.text
-        ? parsedField?.text.substring(0, 20) + '...'
-        : undefined;
+  const labelDisplay = parsedField?.label;
+  const textDisplay = parsedField?.text;
 
   const fieldDisplayName = labelDisplay ? labelDisplay : textDisplay;
   const charactersRemaining = (parsedFieldMeta?.characterLimit ?? 0) - (localText.length ?? 0);
@@ -248,49 +241,18 @@ export const DocumentSigningTextField = ({
       onRemove={onRemove}
       type="Text"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Type className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
-              {fieldDisplayName || <Trans>Text</Trans>}
-            </span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>
+          {fieldDisplayName || <Trans>Text</Trans>}
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText.length < 20
-              ? field.customText
-              : field.customText.substring(0, 20) + '...'}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showCustomTextModal} onOpenChange={setShowCustomTextModal}>
@@ -304,11 +266,9 @@ export const DocumentSigningTextField = ({
               id="custom-text"
               placeholder={parsedFieldMeta?.placeholder ?? _(msg`Enter your text here`)}
               className={cn('mt-2 w-full rounded-md', {
-                'border-2 border-red-300 ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
                   userInputHasErrors,
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-center': parsedFieldMeta?.textAlign === 'center',
                 'text-right': parsedFieldMeta?.textAlign === 'right',
               })}
               value={localText}
@@ -354,8 +314,8 @@ export const DocumentSigningTextField = ({
             <div className="mt-4 flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
                 variant="secondary"
+                className="flex-1"
                 onClick={() => {
                   setShowCustomTextModal(false);
                   setLocalCustomText('');

apps/remix/app/components/general/document/document-certificate-qr-view.tsx

@@ -0,0 +1,106 @@
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import type { DocumentData } from '@prisma/client';
+import { DateTime } from 'luxon';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+
+import { ShareDocumentDownloadButton } from '../share-document-download-button';
+
+export type DocumentCertificateQRViewProps = {
+  documentId: number;
+  title: string;
+  documentData: DocumentData;
+  password?: string | null;
+  recipientCount?: number;
+  completedDate?: Date;
+};
+
+export const DocumentCertificateQRView = ({
+  documentId,
+  title,
+  documentData,
+  password,
+  recipientCount = 0,
+  completedDate,
+}: DocumentCertificateQRViewProps) => {
+  const { data: documentUrl } = trpc.shareLink.getDocumentInternalUrlForQRCode.useQuery({
+    documentId,
+  });
+
+  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentUrl);
+
+  const formattedDate = completedDate
+    ? DateTime.fromJSDate(completedDate).toLocaleString(DateTime.DATETIME_MED)
+    : '';
+
+  useEffect(() => {
+    if (documentUrl) {
+      setIsDialogOpen(true);
+    }
+  }, [documentUrl]);
+
+  return (
+    <div className="mx-auto w-full max-w-screen-md">
+      {/* Dialog for internal document link */}
+      {documentUrl && (
+        <Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
+          <DialogContent>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Document found in your account</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>
+                  This document is available in your Documenso account. You can view more details,
+                  recipients, and audit logs there.
+                </Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <DialogFooter className="flex flex-row justify-end gap-2">
+              <Button asChild>
+                <a href={documentUrl} target="_blank" rel="noopener noreferrer">
+                  <Trans>Go to document</Trans>
+                </a>
+              </Button>
+            </DialogFooter>
+          </DialogContent>
+        </Dialog>
+      )}
+
+      <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
+        <div className="space-y-1">
+          <h1 className="text-xl font-medium">{title}</h1>
+          <div className="text-muted-foreground flex flex-col gap-0.5 text-sm">
+            <p>
+              <Trans>{recipientCount} recipients</Trans>
+            </p>
+
+            <p>
+              <Trans>Completed on {formattedDate}</Trans>
+            </p>
+          </div>
+        </div>
+
+        <ShareDocumentDownloadButton title={title} documentData={documentData} />
+      </div>
+
+      <div className="mt-12 w-full">
+        <PDFViewer key={documentData.id} documentData={documentData} password={password} />
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document/document-drop-zone-wrapper.tsx

@@ -0,0 +1,190 @@
+import { type ReactNode, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { Link, useNavigate, useParams } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export interface DocumentDropZoneWrapperProps {
+  children: ReactNode;
+  className?: string;
+}
+
+export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZoneWrapperProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { user } = useSession();
+  const { folderId } = useParams();
+
+  const team = useCurrentTeam();
+
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+  const organisation = useCurrentOrganisation();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const userTimezone =
+    TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
+    DEFAULT_DOCUMENT_TIME_ZONE;
+
+  const { quota, remaining, refreshLimits } = useLimits();
+
+  const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
+
+  const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
+
+  const onFileDrop = async (file: File) => {
+    if (isUploadDisabled && IS_BILLING_ENABLED()) {
+      await navigate(`/o/${organisation.url}/settings/billing`);
+      return;
+    }
+
+    try {
+      setIsLoading(true);
+
+      const response = await putPdfFile(file);
+
+      const { id } = await createDocument({
+        title: file.name,
+        documentDataId: response.id,
+        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        folderId: folderId ?? undefined,
+      });
+
+      void refreshLimits();
+
+      toast({
+        title: _(msg`Document uploaded`),
+        description: _(msg`Your document has been uploaded successfully.`),
+        duration: 5000,
+      });
+
+      analytics.capture('App: Document Uploaded', {
+        userId: user.id,
+        documentId: id,
+        timestamp: new Date().toISOString(),
+      });
+
+      await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with(
+          AppErrorCode.LIMIT_EXCEEDED,
+          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
+        )
+        .otherwise(() => msg`An error occurred while uploading your document.`);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    //disabled: isUploadDisabled,
+    multiple: false,
+    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
+    onDrop: ([acceptedFile]) => {
+      if (acceptedFile) {
+        void onFileDrop(acceptedFile);
+      }
+    },
+    onDropRejected: () => {
+      void onFileDropRejected();
+    },
+    noClick: true,
+    noDragEventsBubbling: true,
+  });
+
+  return (
+    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
+      <input {...getInputProps()} />
+      {children}
+
+      {isDragActive && (
+        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
+            <h2 className="text-foreground text-2xl font-semibold">
+              <Trans>Upload Document</Trans>
+            </h2>
+
+            <p className="text-muted-foreground text-md mt-4">
+              <Trans>Drag and drop your PDF file here</Trans>
+            </p>
+
+            {isUploadDisabled && IS_BILLING_ENABLED() && (
+              <Link
+                to={`/o/${organisation.url}/settings/billing`}
+                className="mt-4 text-sm text-amber-500 hover:underline dark:text-amber-400"
+              >
+                <Trans>Upgrade your plan to upload more documents</Trans>
+              </Link>
+            )}
+
+            {!isUploadDisabled &&
+              team?.id === undefined &&
+              remaining.documents > 0 &&
+              Number.isFinite(remaining.documents) && (
+                <p className="text-muted-foreground/80 mt-4 text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              )}
+          </div>
+        </div>
+      )}
+
+      {isLoading && (
+        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
+            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <p className="text-foreground mt-8 font-medium">
+              <Trans>Uploading document...</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

apps/remix/app/components/general/document/document-edit-form.tsx

@@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { DocumentDistributionMethod, DocumentStatus } from '@prisma/client';
 import { useNavigate, useSearchParams } from 'react-router';
+import { z } from 'zod';
 
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
@@ -12,6 +13,7 @@ import {
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
 import type { TDocument } from '@documenso/lib/types/document';
+import { ZDocumentAccessAuthTypesSchema } from '@documenso/lib/types/document-auth';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -29,13 +31,12 @@ import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
+import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentEditFormProps = {
   className?: string;
   initialDocument: TDocument;
   documentRootPath: string;
-  isDocumentEnterprise: boolean;
 };
 
 type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
@@ -45,7 +46,6 @@ export const DocumentEditForm = ({
   className,
   initialDocument,
   documentRootPath,
-  isDocumentEnterprise,
 }: DocumentEditFormProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -53,7 +53,7 @@ export const DocumentEditForm = ({
   const navigate = useNavigate();
 
   const [searchParams] = useSearchParams();
-  const team = useOptionalCurrentTeam();
+  const team = useCurrentTeam();
 
   const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
 
@@ -178,14 +178,18 @@ export const DocumentEditForm = ({
       const { timezone, dateFormat, redirectUrl, language, signatureTypes, reminderInterval } =
         data.meta;
 
+      const parsedGlobalAccessAuth = z
+        .array(ZDocumentAccessAuthTypesSchema)
+        .safeParse(data.globalAccessAuth);
+
       await updateDocument({
         documentId: document.id,
         data: {
           title: data.title,
           externalId: data.externalId || null,
           visibility: data.visibility,
-          globalAccessAuth: data.globalAccessAuth ?? null,
-          globalActionAuth: data.globalActionAuth ?? null,
+          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+          globalActionAuth: data.globalActionAuth ?? [],
         },
         meta: {
           timezone,
@@ -231,7 +235,7 @@ export const DocumentEditForm = ({
           recipients: data.signers.map((signer) => ({
             ...signer,
             // Explicitly set to null to indicate we want to remove auth if required.
-            actionAuth: signer.actionAuth || null,
+            actionAuth: signer.actionAuth ?? [],
           })),
         }),
       ]);
@@ -276,7 +280,8 @@ export const DocumentEditForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message, distributionMethod, emailSettings } = data.meta;
+    const { subject, message, distributionMethod, emailId, emailReplyTo, emailSettings } =
+      data.meta;
 
     try {
       await sendDocument({
@@ -285,7 +290,9 @@ export const DocumentEditForm = ({
           subject,
           message,
           distributionMethod,
-          emailSettings,
+          emailId,
+          emailReplyTo: emailReplyTo || null,
+          emailSettings: emailSettings,
         },
       });
 
@@ -357,10 +364,9 @@ export const DocumentEditForm = ({
               key={recipients.length}
               documentFlow={documentFlow.settings}
               document={document}
-              currentTeamMemberRole={team?.currentTeamMember?.role}
+              currentTeamMemberRole={team.currentTeamRole}
               recipients={recipients}
               fields={fields}
-              isDocumentEnterprise={isDocumentEnterprise}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
@@ -372,7 +378,6 @@ export const DocumentEditForm = ({
               signingOrder={document.documentMeta?.signingOrder}
               allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
               fields={fields}
-              isDocumentEnterprise={isDocumentEnterprise}
               onSubmit={onAddSignersFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
@@ -384,7 +389,7 @@ export const DocumentEditForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
-              teamId={team?.id}
+              teamId={team.id}
             />
 
             <AddSubjectFormPartial

apps/remix/app/components/general/document/document-history-sheet-changes.tsx

@@ -1,26 +0,0 @@
-import React from 'react';
-
-import { Badge } from '@documenso/ui/primitives/badge';
-
-export type DocumentHistorySheetChangesProps = {
-  values: {
-    key: string | React.ReactNode;
-    value: string | React.ReactNode;
-  }[];
-};
-
-export const DocumentHistorySheetChanges = ({ values }: DocumentHistorySheetChangesProps) => {
-  return (
-    <Badge
-      className="text-muted-foreground mt-3 block w-full space-y-0.5 text-xs"
-      variant="neutral"
-    >
-      {values.map(({ key, value }, i) => (
-        <p key={typeof key === 'string' ? key : i}>
-          <span>{key}: </span>
-          <span className="font-normal">{value}</span>
-        </p>
-      ))}
-    </Badge>
-  );
-};

apps/remix/app/components/general/document/document-history-sheet.tsx

@@ -1,398 +0,0 @@
-import { useMemo, useState } from 'react';
-
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { ArrowRightIcon, Loader } from 'lucide-react';
-import { DateTime } from 'luxon';
-import { match } from 'ts-pattern';
-import { UAParser } from 'ua-parser-js';
-
-import { DOCUMENT_AUDIT_LOG_EMAIL_FORMAT } from '@documenso/lib/constants/document-audit-logs';
-import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
-import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
-import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
-import { trpc } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { Button } from '@documenso/ui/primitives/button';
-import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
-
-import { DocumentHistorySheetChanges } from './document-history-sheet-changes';
-
-export type DocumentHistorySheetProps = {
-  documentId: number;
-  userId: number;
-  isMenuOpen?: boolean;
-  onMenuOpenChange?: (_value: boolean) => void;
-  children?: React.ReactNode;
-};
-
-export const DocumentHistorySheet = ({
-  documentId,
-  userId,
-  isMenuOpen,
-  onMenuOpenChange,
-  children,
-}: DocumentHistorySheetProps) => {
-  const { _, i18n } = useLingui();
-
-  const [isUserDetailsVisible, setIsUserDetailsVisible] = useState(false);
-
-  const {
-    data,
-    isLoading,
-    isLoadingError,
-    refetch,
-    hasNextPage,
-    fetchNextPage,
-    isFetchingNextPage,
-  } = trpc.document.findDocumentAuditLogs.useInfiniteQuery(
-    {
-      documentId,
-    },
-    {
-      getNextPageParam: (lastPage) => lastPage.nextCursor,
-      placeholderData: (previousData) => previousData,
-    },
-  );
-
-  const documentAuditLogs = useMemo(() => (data?.pages ?? []).flatMap((page) => page.data), [data]);
-
-  const extractBrowser = (userAgent?: string | null) => {
-    if (!userAgent) {
-      return 'Unknown';
-    }
-
-    const parser = new UAParser(userAgent);
-
-    parser.setUA(userAgent);
-
-    const result = parser.getResult();
-
-    return result.browser.name;
-  };
-
-  /**
-   * Applies the following formatting for a given text:
-   * - Uppercase first lower, lowercase rest
-   * - Replace _ with spaces
-   *
-   * @param text The text to format
-   * @returns The formatted text
-   */
-  const formatGenericText = (text?: string | null) => {
-    if (!text) {
-      return '';
-    }
-
-    return (text.charAt(0).toUpperCase() + text.slice(1).toLowerCase()).replaceAll('_', ' ');
-  };
-
-  return (
-    <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
-      {children && <SheetTrigger asChild>{children}</SheetTrigger>}
-
-      <SheetContent
-        sheetClass="backdrop-blur-none"
-        className="flex w-full max-w-[500px] flex-col overflow-y-auto p-0"
-      >
-        <div className="text-foreground px-6 pt-6">
-          <h1 className="text-lg font-medium">
-            <Trans>Document history</Trans>
-          </h1>
-          <button
-            className="text-muted-foreground text-sm"
-            onClick={() => setIsUserDetailsVisible(!isUserDetailsVisible)}
-          >
-            {isUserDetailsVisible ? (
-              <Trans>Hide additional information</Trans>
-            ) : (
-              <Trans>Show additional information</Trans>
-            )}
-          </button>
-        </div>
-
-        {isLoading && (
-          <div className="flex h-full items-center justify-center">
-            <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
-          </div>
-        )}
-
-        {isLoadingError && (
-          <div className="flex h-full flex-col items-center justify-center">
-            <p className="text-foreground/80 text-sm">
-              <Trans>Unable to load document history</Trans>
-            </p>
-            <button
-              onClick={async () => refetch()}
-              className="text-foreground/70 hover:text-muted-foreground mt-2 text-sm"
-            >
-              <Trans>Click here to retry</Trans>
-            </button>
-          </div>
-        )}
-
-        {data && (
-          <ul
-            className={cn('divide-y border-t', {
-              'mb-4 border-b': !hasNextPage,
-            })}
-          >
-            {documentAuditLogs.map((auditLog) => (
-              <li className="px-4 py-2.5" key={auditLog.id}>
-                <div className="flex flex-row items-center">
-                  <Avatar className="mr-2 h-9 w-9">
-                    <AvatarFallback className="text-xs text-gray-400">
-                      {(auditLog?.email ?? auditLog?.name ?? '?').slice(0, 1).toUpperCase()}
-                    </AvatarFallback>
-                  </Avatar>
-
-                  <div>
-                    <p className="text-foreground text-xs font-bold">
-                      {formatDocumentAuditLogAction(_, auditLog, userId).description}
-                    </p>
-                    <p className="text-foreground/50 text-xs">
-                      {DateTime.fromJSDate(auditLog.createdAt)
-                        .setLocale(i18n.locales?.[0] || i18n.locale)
-                        .toFormat('d MMM, yyyy HH:MM a')}
-                    </p>
-                  </div>
-                </div>
-
-                {match(auditLog)
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_MOVED_TO_TEAM },
-                    () => null,
-                  )
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED },
-                    ({ data }) => {
-                      const values = [
-                        {
-                          key: 'Email',
-                          value: data.recipientEmail,
-                        },
-                        {
-                          key: 'Role',
-                          value: formatGenericText(data.recipientRole),
-                        },
-                      ];
-
-                      // Insert the name to the start of the array if available.
-                      if (data.recipientName) {
-                        values.unshift({
-                          key: 'Name',
-                          value: data.recipientName,
-                        });
-                      }
-
-                      return <DocumentHistorySheetChanges values={values} />;
-                    },
-                  )
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED }, ({ data }) => {
-                    if (data.changes.length === 0) {
-                      return null;
-                    }
-
-                    return (
-                      <DocumentHistorySheetChanges
-                        values={data.changes.map(({ type, from, to }) => ({
-                          key: formatGenericText(type),
-                          value: (
-                            <span className="inline-flex flex-row items-center">
-                              <span>{type === 'ROLE' ? formatGenericText(from) : from}</span>
-                              <ArrowRightIcon className="h-4 w-4" />
-                              <span>{type === 'ROLE' ? formatGenericText(to) : to}</span>
-                            </span>
-                          ),
-                        }))}
-                      />
-                    );
-                  })
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_CREATED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_DELETED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Field',
-                            value: formatGenericText(data.fieldType),
-                          },
-                          {
-                            key: 'Recipient',
-                            value: formatGenericText(data.fieldRecipientEmail),
-                          },
-                        ]}
-                      />
-                    ),
-                  )
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED },
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Old',
-                            value: DOCUMENT_AUTH_TYPES[data.from || '']?.value || 'None',
-                          },
-                          {
-                            key: 'New',
-                            value: DOCUMENT_AUTH_TYPES[data.to || '']?.value || 'None',
-                          },
-                        ]}
-                      />
-                    ),
-                  )
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, ({ data }) => {
-                    if (data.changes.length === 0) {
-                      return null;
-                    }
-
-                    return (
-                      <DocumentHistorySheetChanges
-                        values={data.changes.map((change) => ({
-                          key: formatGenericText(change.type),
-                          value: change.type === 'PASSWORD' ? '*********' : change.to,
-                        }))}
-                      />
-                    );
-                  })
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Old',
-                          value: data.from,
-                        },
-                        {
-                          key: 'New',
-                          value: data.to,
-                        },
-                      ]}
-                    />
-                  ))
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_EXTERNAL_ID_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Old',
-                            value: data.from,
-                          },
-                          {
-                            key: 'New',
-                            value: data.to,
-                          },
-                        ]}
-                      />
-                    ),
-                  )
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Field inserted',
-                          value: formatGenericText(data.field.type),
-                        },
-                      ]}
-                    />
-                  ))
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Field uninserted',
-                          value: formatGenericText(data.field),
-                        },
-                      ]}
-                    />
-                  ))
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Type',
-                          value: DOCUMENT_AUDIT_LOG_EMAIL_FORMAT[data.emailType].description,
-                        },
-                        {
-                          key: 'Sent to',
-                          value: data.recipientEmail,
-                        },
-                      ]}
-                    />
-                  ))
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Old',
-                            value: data.from,
-                          },
-                          {
-                            key: 'New',
-                            value: data.to,
-                          },
-                        ]}
-                      />
-                    ),
-                  )
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Field prefilled',
-                          value: formatGenericText(data.field.type),
-                        },
-                      ]}
-                    />
-                  ))
-                  .exhaustive()}
-
-                {isUserDetailsVisible && (
-                  <>
-                    <div className="mb-1 mt-2 flex flex-row space-x-2">
-                      <Badge variant="neutral" className="text-muted-foreground">
-                        IP: {auditLog.ipAddress ?? 'Unknown'}
-                      </Badge>
-
-                      <Badge variant="neutral" className="text-muted-foreground">
-                        Browser: {extractBrowser(auditLog.userAgent)}
-                      </Badge>
-                    </div>
-                  </>
-                )}
-              </li>
-            ))}
-
-            {hasNextPage && (
-              <div className="flex items-center justify-center py-4">
-                <Button
-                  variant="outline"
-                  loading={isFetchingNextPage}
-                  onClick={async () => fetchNextPage()}
-                >
-                  Show more
-                </Button>
-              </div>
-            )}
-          </ul>
-        )}
-      </SheetContent>
-    </Sheet>
-  );
-};

apps/remix/app/components/general/document/document-page-view-button.tsx

@@ -19,7 +19,7 @@ export type DocumentPageViewButtonProps = {
   document: Document & {
     user: Pick<User, 'id' | 'name' | 'email'>;
     recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'> | null;
+    team: Pick<Team, 'id' | 'url'>;
   };
 };
 
@@ -37,7 +37,8 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 
-  const documentsPath = formatDocumentsPath(document.team?.url);
+  const documentsPath = formatDocumentsPath(document.team.url);
+  const formatPath = `${documentsPath}/${document.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -101,7 +102,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     ))
     .with({ isComplete: false }, () => (
       <Button className="w-full" asChild>
-        <Link to={`${documentsPath}/${document.id}/edit`}>
+        <Link to={formatPath}>
           <Trans>Edit</Trans>
         </Link>
       </Button>

apps/remix/app/components/general/document/document-page-view-dropdown.tsx

@@ -3,8 +3,8 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentStatus } from '@prisma/client';
 import type { Document, Recipient, Team, User } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
 import {
   Copy,
   Download,
@@ -15,8 +15,7 @@ import {
   Share,
   Trash2,
 } from 'lucide-react';
-import { Link } from 'react-router';
-import { useNavigate } from 'react-router';
+import { Link, useNavigate } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
@@ -37,7 +36,7 @@ import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialo
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
-import { useOptionalCurrentTeam } from '~/providers/team';
+import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentPageViewDropdownProps = {
   document: Document & {
@@ -53,7 +52,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const { _ } = useLingui();
 
   const navigate = useNavigate();
-  const team = useOptionalCurrentTeam();
+  const team = useCurrentTeam();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
@@ -68,7 +67,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const isCurrentTeamDocument = team && document.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
-  const documentsPath = formatDocumentsPath(team?.url);
+  const documentsPath = formatDocumentsPath(team.url);
 
   const onDownloadClick = async () => {
     try {
@@ -99,6 +98,35 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     }
   };
 
+  const onDownloadOriginalClick = async () => {
+    try {
+      const documentWithData = await trpcClient.document.getDocumentById.query(
+        {
+          documentId: document.id,
+        },
+        {
+          context: {
+            teamId: team?.id?.toString(),
+          },
+        },
+      );
+
+      const documentData = documentWithData?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: document.title, version: 'original' });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const nonSignedRecipients = document.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -128,10 +156,15 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem onClick={onDownloadOriginalClick}>
+          <Download className="mr-2 h-4 w-4" />
+          <Trans>Download Original</Trans>
+        </DropdownMenuItem>
+
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${document.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />
-            <Trans>Audit Log</Trans>
+            <Trans>Audit Logs</Trans>
           </Link>
         </DropdownMenuItem>
 

apps/remix/app/components/general/document/document-read-only-fields.tsx

@@ -1,171 +0,0 @@
-import { useState } from 'react';
-
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
-import { FieldType, SigningStatus } from '@prisma/client';
-import { Clock, EyeOffIcon } from 'lucide-react';
-import { P, match } from 'ts-pattern';
-
-import {
-  DEFAULT_DOCUMENT_DATE_FORMAT,
-  convertToLocalSystemFormat,
-} from '@documenso/lib/constants/date-formats';
-import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
-import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
-import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { FieldRootContainer } from '@documenso/ui/components/field/field';
-import { SignatureIcon } from '@documenso/ui/icons/signature';
-import { cn } from '@documenso/ui/lib/utils';
-import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
-import { ElementVisible } from '@documenso/ui/primitives/element-visible';
-import { PopoverHover } from '@documenso/ui/primitives/popover';
-
-export type DocumentReadOnlyFieldsProps = {
-  fields: DocumentField[];
-  documentMeta?: DocumentMeta | TemplateMeta;
-  showFieldStatus?: boolean;
-};
-
-export const DocumentReadOnlyFields = ({
-  documentMeta,
-  fields,
-  showFieldStatus = true,
-}: DocumentReadOnlyFieldsProps) => {
-  const { _ } = useLingui();
-
-  const [hiddenFieldIds, setHiddenFieldIds] = useState<Record<string, boolean>>({});
-
-  const handleHideField = (fieldId: string) => {
-    setHiddenFieldIds((prev) => ({ ...prev, [fieldId]: true }));
-  };
-
-  return (
-    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-      {fields.map(
-        (field) =>
-          !hiddenFieldIds[field.secondaryId] && (
-            <FieldRootContainer
-              field={field}
-              key={field.id}
-              cardClassName="border-gray-300/50 !shadow-none backdrop-blur-[1px] bg-gray-50 ring-0 ring-offset-0"
-            >
-              <div className="absolute -right-3 -top-3">
-                <PopoverHover
-                  trigger={
-                    <Avatar className="dark:border-foreground h-8 w-8 border-2 border-solid border-gray-200/50 transition-colors hover:border-gray-200">
-                      <AvatarFallback className="bg-neutral-50 text-xs text-gray-400">
-                        {extractInitials(field.recipient.name || field.recipient.email)}
-                      </AvatarFallback>
-                    </Avatar>
-                  }
-                  contentProps={{
-                    className: 'relative flex w-fit flex-col p-4 text-sm',
-                  }}
-                >
-                  {showFieldStatus && (
-                    <Badge
-                      className="mx-auto mb-1 py-0.5"
-                      variant={
-                        field.recipient.signingStatus === SigningStatus.SIGNED
-                          ? 'default'
-                          : 'secondary'
-                      }
-                    >
-                      {field.recipient.signingStatus === SigningStatus.SIGNED ? (
-                        <>
-                          <SignatureIcon className="mr-1 h-3 w-3" />
-                          <Trans>Signed</Trans>
-                        </>
-                      ) : (
-                        <>
-                          <Clock className="mr-1 h-3 w-3" />
-                          <Trans>Pending</Trans>
-                        </>
-                      )}
-                    </Badge>
-                  )}
-
-                  <p className="text-center font-semibold">
-                    <span>{parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[field.type])} field</span>
-                  </p>
-
-                  <p className="text-muted-foreground mt-1 text-center text-xs">
-                    {field.recipient.name
-                      ? `${field.recipient.name} (${field.recipient.email})`
-                      : field.recipient.email}{' '}
-                  </p>
-
-                  <button
-                    className="absolute right-0 top-0 my-1 p-2 focus:outline-none focus-visible:ring-0"
-                    onClick={() => handleHideField(field.secondaryId)}
-                    title="Hide field"
-                  >
-                    <EyeOffIcon className="h-3 w-3" />
-                  </button>
-                </PopoverHover>
-              </div>
-
-              <div className="text-muted-foreground dark:text-background/70 break-all text-sm">
-                {field.recipient.signingStatus === SigningStatus.SIGNED &&
-                  match(field)
-                    .with({ type: FieldType.SIGNATURE }, (field) =>
-                      field.signature?.signatureImageAsBase64 ? (
-                        <img
-                          src={field.signature.signatureImageAsBase64}
-                          alt="Signature"
-                          className="h-full w-full object-contain dark:invert"
-                        />
-                      ) : (
-                        <p className="font-signature text-muted-foreground text-lg duration-200 sm:text-xl md:text-2xl">
-                          {field.signature?.typedSignature}
-                        </p>
-                      ),
-                    )
-                    .with(
-                      {
-                        type: P.union(
-                          FieldType.NAME,
-                          FieldType.INITIALS,
-                          FieldType.EMAIL,
-                          FieldType.NUMBER,
-                          FieldType.RADIO,
-                          FieldType.CHECKBOX,
-                          FieldType.DROPDOWN,
-                        ),
-                      },
-                      () => field.customText,
-                    )
-                    .with({ type: FieldType.TEXT }, () => field.customText.substring(0, 20) + '...')
-                    .with({ type: FieldType.DATE }, () =>
-                      convertToLocalSystemFormat(
-                        field.customText,
-                        documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
-                        documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
-                      ),
-                    )
-                    .with({ type: FieldType.FREE_SIGNATURE }, () => null)
-                    .exhaustive()}
-
-                {field.recipient.signingStatus === SigningStatus.NOT_SIGNED && (
-                  <p
-                    className={cn('text-muted-foreground text-lg duration-200', {
-                      'font-signature sm:text-xl md:text-2xl':
-                        field.type === FieldType.SIGNATURE ||
-                        field.type === FieldType.FREE_SIGNATURE,
-                    })}
-                  >
-                    {parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[field.type])}
-                  </p>
-                )}
-              </div>
-            </FieldRootContainer>
-          ),
-      )}
-    </ElementVisible>
-  );
-};

apps/remix/app/components/general/document/document-search.tsx

@@ -30,8 +30,12 @@ export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string })
   );
 
   useEffect(() => {
-    handleSearch(searchTerm);
-  }, [debouncedSearchTerm]);
+    const currentQueryParam = searchParams.get('query') || '';
+
+    if (debouncedSearchTerm !== currentQueryParam) {
+      handleSearch(debouncedSearchTerm);
+    }
+  }, [debouncedSearchTerm, searchParams]);
 
   return (
     <Input

apps/remix/app/components/general/document/document-upload.tsx

@@ -3,12 +3,12 @@ import { useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
@@ -17,10 +17,16 @@ import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
+import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentUploadDropzoneProps = {
   className?: string;
@@ -30,11 +36,13 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
+  const { folderId } = useParams();
 
-  const team = useOptionalCurrentTeam();
+  const team = useCurrentTeam();
 
   const navigate = useNavigate();
   const analytics = useAnalytics();
+  const organisation = useCurrentOrganisation();
 
   const userTimezone =
     TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
@@ -47,10 +55,12 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
   const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
 
   const disabledMessage = useMemo(() => {
+    if (organisation.subscription && remaining.documents === 0) {
+      return msg`Document upload disabled due to unpaid invoices`;
+    }
+
     if (remaining.documents === 0) {
-      return team
-        ? msg`Document upload disabled due to unpaid invoices`
-        : msg`You have reached your document limit.`;
+      return msg`You have reached your document limit.`;
     }
 
     if (!user.emailVerified) {
@@ -68,11 +78,14 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
       const { id } = await createDocument({
         title: file.name,
         documentDataId: response.id,
-        timezone: userTimezone,
+        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        folderId: folderId ?? undefined,
       });
 
       void refreshLimits();
 
+      await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
+
       toast({
         title: _(msg`Document uploaded`),
         description: _(msg`Your document has been uploaded successfully.`),
@@ -84,8 +97,6 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
         documentId: id,
         timestamp: new Date().toISOString(),
       });
-
-      await navigate(`${formatDocumentsPath(team?.url)}/${id}/edit`);
     } catch (err) {
       const error = AppError.parseError(err);
 
@@ -121,31 +132,33 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
 
   return (
     <div className={cn('relative', className)}>
-      <DocumentDropzone
-        className="h-[min(400px,50vh)]"
-        disabled={remaining.documents === 0 || !user.emailVerified}
-        disabledMessage={disabledMessage}
-        onDrop={onFileDrop}
-        onDropRejected={onFileDropRejected}
-      />
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <div>
+              <DocumentDropzone
+                loading={isLoading}
+                disabled={remaining.documents === 0 || !user.emailVerified}
+                disabledMessage={disabledMessage}
+                onDrop={onFileDrop}
+                onDropRejected={onFileDropRejected}
+              />
+            </div>
+          </TooltipTrigger>
 
-      <div className="absolute -bottom-6 right-0">
-        {team?.id === undefined &&
-          remaining.documents > 0 &&
-          Number.isFinite(remaining.documents) && (
-            <p className="text-muted-foreground/60 text-xs">
-              <Trans>
-                {remaining.documents} of {quota.documents} documents remaining this month.
-              </Trans>
-            </p>
-          )}
-      </div>
-
-      {isLoading && (
-        <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
-          <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
-        </div>
-      )}
+          {team?.id === undefined &&
+            remaining.documents > 0 &&
+            Number.isFinite(remaining.documents) && (
+              <TooltipContent>
+                <p className="text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              </TooltipContent>
+            )}
+        </Tooltip>
+      </TooltipProvider>
     </div>
   );
 };

apps/remix/app/components/general/folder/folder-card.tsx

@@ -0,0 +1,167 @@
+import { Plural, Trans } from '@lingui/react/macro';
+import { FolderType } from '@prisma/client';
+import {
+  ArrowRightIcon,
+  FolderIcon,
+  FolderPlusIcon,
+  MoreVerticalIcon,
+  PinIcon,
+  SettingsIcon,
+  TrashIcon,
+} from 'lucide-react';
+import { Link } from 'react-router';
+
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export type FolderCardProps = {
+  folder: TFolderWithSubfolders;
+  onMove: (folder: TFolderWithSubfolders) => void;
+  onPin: (folderId: string) => void;
+  onUnpin: (folderId: string) => void;
+  onSettings: (folder: TFolderWithSubfolders) => void;
+  onDelete: (folder: TFolderWithSubfolders) => void;
+};
+
+export const FolderCard = ({
+  folder,
+  onMove,
+  onPin,
+  onUnpin,
+  onSettings,
+  onDelete,
+}: FolderCardProps) => {
+  const team = useCurrentTeam();
+
+  const formatPath = () => {
+    const rootPath =
+      folder.type === FolderType.DOCUMENT
+        ? formatDocumentsPath(team.url)
+        : formatTemplatesPath(team.url);
+
+    return `${rootPath}/f/${folder.id}`;
+  };
+
+  return (
+    <Link to={formatPath()} key={folder.id}>
+      <Card className="hover:bg-muted/50 border-border h-full border transition-all">
+        <CardContent className="p-4">
+          <div className="flex min-w-0 items-center gap-3">
+            <FolderIcon className="text-documenso h-6 w-6 flex-shrink-0" />
+
+            <div className="flex w-full min-w-0 items-center justify-between">
+              <div className="min-w-0 flex-1">
+                <h3 className="flex min-w-0 items-center gap-2 font-medium">
+                  <span className="truncate">{folder.name}</span>
+                  {folder.pinned && <PinIcon className="text-documenso h-3 w-3 flex-shrink-0" />}
+                </h3>
+
+                <div className="text-muted-foreground mt-1 flex space-x-2 truncate text-xs">
+                  <span>
+                    {folder.type === FolderType.TEMPLATE ? (
+                      <Plural
+                        value={folder._count.templates}
+                        one={<Trans># template</Trans>}
+                        other={<Trans># templates</Trans>}
+                      />
+                    ) : (
+                      <Plural
+                        value={folder._count.documents}
+                        one={<Trans># document</Trans>}
+                        other={<Trans># documents</Trans>}
+                      />
+                    )}
+                  </span>
+                  <span>•</span>
+                  <span>
+                    <Plural
+                      value={folder._count.subfolders}
+                      one={<Trans># folder</Trans>}
+                      other={<Trans># folders</Trans>}
+                    />
+                  </span>
+                </div>
+              </div>
+
+              <DropdownMenu>
+                <DropdownMenuTrigger asChild>
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    className="h-8 w-8 p-0"
+                    data-testid="folder-card-more-button"
+                  >
+                    <MoreVerticalIcon className="h-4 w-4" />
+                  </Button>
+                </DropdownMenuTrigger>
+
+                <DropdownMenuContent onClick={(e) => e.stopPropagation()} align="end">
+                  <DropdownMenuItem onClick={() => onMove(folder)}>
+                    <ArrowRightIcon className="mr-2 h-4 w-4" />
+                    <Trans>Move</Trans>
+                  </DropdownMenuItem>
+
+                  <DropdownMenuItem
+                    onClick={() => (folder.pinned ? onUnpin(folder.id) : onPin(folder.id))}
+                  >
+                    <PinIcon className="mr-2 h-4 w-4" />
+                    {folder.pinned ? <Trans>Unpin</Trans> : <Trans>Pin</Trans>}
+                  </DropdownMenuItem>
+
+                  <DropdownMenuItem onClick={() => onSettings(folder)}>
+                    <SettingsIcon className="mr-2 h-4 w-4" />
+                    <Trans>Settings</Trans>
+                  </DropdownMenuItem>
+
+                  <DropdownMenuSeparator />
+
+                  <DropdownMenuItem onClick={() => onDelete(folder)}>
+                    <TrashIcon className="mr-2 h-4 w-4" />
+                    <Trans>Delete</Trans>
+                  </DropdownMenuItem>
+                </DropdownMenuContent>
+              </DropdownMenu>
+            </div>
+          </div>
+        </CardContent>
+      </Card>
+    </Link>
+  );
+};
+
+export const FolderCardEmpty = ({ type }: { type: FolderType }) => {
+  return (
+    <Card className="hover:bg-muted/50 border-border h-full border transition-all">
+      <CardContent className="p-4">
+        <div className="flex items-center gap-3">
+          <FolderPlusIcon className="text-muted-foreground/60 h-6 w-6" />
+
+          <div>
+            <h3 className="text-muted-foreground flex items-center gap-2 font-medium">
+              <Trans>Create folder</Trans>
+            </h3>
+
+            <div className="text-muted-foreground/60 mt-1 flex space-x-2 truncate text-xs">
+              {type === FolderType.DOCUMENT ? (
+                <Trans>Organise your documents</Trans>
+              ) : (
+                <Trans>Organise your templates</Trans>
+              )}
+            </div>
+          </div>
+        </div>
+      </CardContent>
+    </Card>
+  );
+};

apps/remix/app/components/general/folder/folder-grid.tsx

@@ -0,0 +1,249 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { FolderType } from '@prisma/client';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { Link } from 'react-router';
+
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+
+import { FolderCreateDialog } from '~/components/dialogs/folder-create-dialog';
+import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
+import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
+import { FolderUpdateDialog } from '~/components/dialogs/folder-update-dialog';
+import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
+import { DocumentUploadDropzone } from '~/components/general/document/document-upload';
+import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
+import { useCurrentTeam } from '~/providers/team';
+
+export type FolderGridProps = {
+  type: FolderType;
+  parentId: string | null;
+};
+
+export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
+  const team = useCurrentTeam();
+
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
+  const { data: foldersData, isPending } = trpc.folder.getFolders.useQuery({
+    type,
+    parentId,
+  });
+
+  const formatBreadCrumbPath = (folderId: string) => {
+    const rootPath =
+      type === FolderType.DOCUMENT ? formatDocumentsPath(team.url) : formatTemplatesPath(team.url);
+
+    return `${rootPath}/f/${folderId}`;
+  };
+
+  const formatViewAllFoldersPath = () => {
+    const rootPath =
+      type === FolderType.DOCUMENT ? formatDocumentsPath(team.url) : formatTemplatesPath(team.url);
+
+    return `${rootPath}/folders`;
+  };
+
+  const formatRootPath = () => {
+    return type === FolderType.DOCUMENT
+      ? formatDocumentsPath(team.url)
+      : formatTemplatesPath(team.url);
+  };
+
+  const pinnedFolders = foldersData?.folders.filter((folder) => folder.pinned) || [];
+  const unpinnedFolders = foldersData?.folders.filter((folder) => !folder.pinned) || [];
+
+  return (
+    <div>
+      <div className="mb-4 flex flex-col gap-4 md:flex-row md:items-end md:justify-between">
+        <div
+          className="text-muted-foreground hover:text-muted-foreground/80 flex flex-1 items-center text-sm font-medium"
+          data-testid="folder-grid-breadcrumbs"
+        >
+          <Link to={formatRootPath()} className="flex items-center">
+            <HomeIcon className="mr-2 h-4 w-4" />
+            <Trans>Home</Trans>
+          </Link>
+
+          {isPending && parentId ? (
+            <div className="flex items-center">
+              <Skeleton className="mx-3 h-4 w-1 rotate-12" />
+
+              <Skeleton className="h-4 w-20" />
+            </div>
+          ) : (
+            foldersData?.breadcrumbs.map((folder) => (
+              <div key={folder.id} className="flex items-center">
+                <span className="px-3">/</span>
+                <Link to={formatBreadCrumbPath(folder.id)} className="flex items-center">
+                  <FolderIcon className="mr-2 h-4 w-4" />
+                  <span>{folder.name}</span>
+                </Link>
+              </div>
+            ))
+          )}
+        </div>
+
+        <div className="flex gap-4 sm:flex-row sm:justify-end">
+          {type === FolderType.DOCUMENT ? (
+            <DocumentUploadDropzone />
+          ) : (
+            <TemplateCreateDialog folderId={parentId ?? undefined} />
+          )}
+
+          <FolderCreateDialog type={type} />
+        </div>
+      </div>
+
+      {isPending ? (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+          {Array.from({ length: 4 }).map((_, index) => (
+            <div key={index} className="border-border bg-card h-full rounded-lg border px-4 py-5">
+              <div className="flex items-center gap-3">
+                <Skeleton className="h-8 w-8 rounded" />
+                <div className="flex w-full items-center justify-between">
+                  <div className="flex-1">
+                    <Skeleton className="mb-2 h-4 w-24" />
+                    <div className="flex space-x-2">
+                      <Skeleton className="h-3 w-16" />
+                      <Skeleton className="h-3 w-3" />
+                      <Skeleton className="h-3 w-12" />
+                    </div>
+                  </div>
+                  <Skeleton className="h-8 w-2 rounded" />
+                </div>
+              </div>
+            </div>
+          ))}
+        </div>
+      ) : foldersData && foldersData.folders.length === 0 ? (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+          <FolderCreateDialog
+            type={type}
+            trigger={
+              <button>
+                <FolderCardEmpty type={type} />
+              </button>
+            }
+          />
+        </div>
+      ) : (
+        foldersData && (
+          <div key="content" className="space-y-4">
+            {pinnedFolders.length > 0 && (
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {pinnedFolders.map((folder) => (
+                  <FolderCard
+                    key={folder.id}
+                    folder={folder}
+                    onMove={(folder) => {
+                      setFolderToMove(folder);
+                      setIsMovingFolder(true);
+                    }}
+                    onPin={(folderId) => void pinFolder({ folderId })}
+                    onUnpin={(folderId) => void unpinFolder({ folderId })}
+                    onSettings={(folder) => {
+                      setFolderToSettings(folder);
+                      setIsSettingsFolderOpen(true);
+                    }}
+                    onDelete={(folder) => {
+                      setFolderToDelete(folder);
+                      setIsDeletingFolder(true);
+                    }}
+                  />
+                ))}
+              </div>
+            )}
+
+            {unpinnedFolders.length > 0 && (
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {unpinnedFolders.slice(0, 12).map((folder) => (
+                  <FolderCard
+                    key={folder.id}
+                    folder={folder}
+                    onMove={(folder) => {
+                      setFolderToMove(folder);
+                      setIsMovingFolder(true);
+                    }}
+                    onPin={(folderId) => void pinFolder({ folderId })}
+                    onUnpin={(folderId) => void unpinFolder({ folderId })}
+                    onSettings={(folder) => {
+                      setFolderToSettings(folder);
+                      setIsSettingsFolderOpen(true);
+                    }}
+                    onDelete={(folder) => {
+                      setFolderToDelete(folder);
+                      setIsDeletingFolder(true);
+                    }}
+                  />
+                ))}
+              </div>
+            )}
+
+            {foldersData.folders.length > 12 && (
+              <div className="mt-2 flex items-center justify-center">
+                <Link
+                  className="text-muted-foreground hover:text-foreground text-sm font-medium"
+                  to={formatViewAllFoldersPath()}
+                >
+                  View all folders
+                </Link>
+              </div>
+            )}
+          </div>
+        )
+      )}
+
+      <FolderMoveDialog
+        foldersData={foldersData?.folders}
+        folder={folderToMove}
+        isOpen={isMovingFolder}
+        onOpenChange={(open) => {
+          setIsMovingFolder(open);
+
+          if (!open) {
+            setFolderToMove(null);
+          }
+        }}
+      />
+
+      <FolderUpdateDialog
+        folder={folderToSettings}
+        isOpen={isSettingsFolderOpen}
+        onOpenChange={(open) => {
+          setIsSettingsFolderOpen(open);
+
+          if (!open) {
+            setFolderToSettings(null);
+          }
+        }}
+      />
+
+      {folderToDelete && (
+        <FolderDeleteDialog
+          folder={folderToDelete}
+          isOpen={isDeletingFolder}
+          onOpenChange={(open) => {
+            setIsDeletingFolder(open);
+
+            if (!open) {
+              setFolderToDelete(null);
+            }
+          }}
+        />
+      )}
+    </div>
+  );
+};

apps/remix/app/components/general/generic-error-layout.tsx

@@ -7,11 +7,8 @@ import { ChevronLeft } from 'lucide-react';
 import { Link, useNavigate } from 'react-router';
 
 import backgroundPattern from '@documenso/assets/images/background-pattern.png';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 type ErrorCodeMap = Record<
   number,
   { subHeading: MessageDescriptor; heading: MessageDescriptor; message: MessageDescriptor }
@@ -22,7 +19,7 @@ export type GenericErrorLayoutProps = {
   errorCode?: number;
   errorCodeMap?: ErrorCodeMap;
   /**
-   * The primary button to display. If left as undefined, the default /documents link will be displayed.
+   * The primary button to display. If left as undefined, the default home link will be displayed.
    *
    * Set to null if you want no button.
    */
@@ -59,8 +56,6 @@ export const GenericErrorLayout = ({
   const navigate = useNavigate();
   const { _ } = useLingui();
 
-  const team = useOptionalCurrentTeam();
-
   const { subHeading, heading, message } =
     errorCodeMap[errorCode || 500] ?? defaultErrorCodeMap[500];
 
@@ -110,8 +105,8 @@ export const GenericErrorLayout = ({
             {primaryButton ||
               (primaryButton !== null && (
                 <Button asChild>
-                  <Link to={formatDocumentsPath(team?.url)}>
-                    <Trans>Documents</Trans>
+                  <Link to={'/'}>
+                    <Trans>Home</Trans>
                   </Link>
                 </Button>
               ))}

apps/remix/app/components/general/legacy-field-warning-popover.tsx

@@ -0,0 +1,112 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { AlertCircle } from 'lucide-react';
+import { useRevalidator } from 'react-router';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type LegacyFieldWarningPopoverProps = {
+  type?: 'document' | 'template';
+  documentId?: number;
+  templateId?: number;
+};
+
+export const LegacyFieldWarningPopover = ({
+  type = 'document',
+  documentId,
+  templateId,
+}: LegacyFieldWarningPopoverProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const revalidator = useRevalidator();
+
+  const { mutateAsync: updateTemplate, isPending: isUpdatingTemplate } =
+    trpc.template.updateTemplate.useMutation();
+  const { mutateAsync: updateDocument, isPending: isUpdatingDocument } =
+    trpc.document.updateDocument.useMutation();
+
+  const onUpdateFieldsClick = async () => {
+    if (type === 'document') {
+      if (!documentId) {
+        return;
+      }
+
+      await updateDocument({
+        documentId,
+        data: {
+          useLegacyFieldInsertion: false,
+        },
+      });
+    }
+
+    if (type === 'template') {
+      if (!templateId) {
+        return;
+      }
+
+      await updateTemplate({
+        templateId,
+        data: {
+          useLegacyFieldInsertion: false,
+        },
+      });
+    }
+
+    void revalidator.revalidate();
+
+    toast({
+      title: _(msg`Fields updated`),
+      description: _(
+        msg`The fields have been updated to the new field insertion method successfully`,
+      ),
+    });
+  };
+
+  return (
+    <PopoverHover
+      side="bottom"
+      trigger={
+        <Button variant="outline" className="h-9 w-9 p-0">
+          <span className="sr-only">
+            {type === 'document' ? (
+              <Trans>Document is using legacy field insertion</Trans>
+            ) : (
+              <Trans>Template is using legacy field insertion</Trans>
+            )}
+          </span>
+          <AlertCircle className="h-5 w-5" />
+        </Button>
+      }
+    >
+      <p className="text-muted-foreground text-sm">
+        {type === 'document' ? (
+          <Trans>
+            This document is using legacy field insertion, we recommend using the new field
+            insertion method for more accurate results.
+          </Trans>
+        ) : (
+          <Trans>
+            This template is using legacy field insertion, we recommend using the new field
+            insertion method for more accurate results.
+          </Trans>
+        )}
+      </p>
+
+      <div className="mt-2 flex w-full items-center justify-end">
+        <Button
+          type="button"
+          size="sm"
+          loading={isUpdatingDocument || isUpdatingTemplate}
+          onClick={onUpdateFieldsClick}
+        >
+          <Trans>Update Fields</Trans>
+        </Button>
+      </div>
+    </PopoverHover>
+  );
+};

apps/remix/app/components/general/menu-switcher.tsx

@@ -3,19 +3,14 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { motion } from 'framer-motion';
-import { CheckCircle2, ChevronsUpDown, Plus, Settings2 } from 'lucide-react';
-import { Link, useLocation } from 'react-router';
+import { ChevronsUpDown, Plus } from 'lucide-react';
+import { Link } from 'react-router';
 
 import { authClient } from '@documenso/auth/client';
-import type { SessionUser } from '@documenso/auth/server/lib/session/session';
-import { TEAM_MEMBER_ROLE_MAP, TEAM_URL_REGEX } from '@documenso/lib/constants/teams';
-import type { TGetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { isAdmin } from '@documenso/lib/utils/is-admin';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
 import { LanguageSwitcherDialog } from '@documenso/ui/components/common/language-switcher-dialog';
 import { cn } from '@documenso/ui/lib/utils';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -24,79 +19,27 @@ import {
   DropdownMenu,
   DropdownMenuContent,
   DropdownMenuItem,
-  DropdownMenuLabel,
   DropdownMenuSeparator,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
 
-const MotionLink = motion(Link);
-
-export type MenuSwitcherProps = {
-  user: SessionUser;
-  teams: TGetTeamsResponse;
-};
-
-export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProps) => {
+export const MenuSwitcher = () => {
   const { _ } = useLingui();
 
-  const { pathname } = useLocation();
+  const { user } = useSession();
 
   const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
 
   const isUserAdmin = isAdmin(user);
 
-  const { data: teamsQueryResult } = trpc.team.getTeams.useQuery(undefined, {
-    initialData: initialTeamsData,
-  });
-
-  const teams = teamsQueryResult && teamsQueryResult.length > 0 ? teamsQueryResult : null;
-
-  const isPathTeamUrl = (teamUrl: string) => {
-    if (!pathname || !pathname.startsWith(`/t/`)) {
-      return false;
-    }
-
-    return pathname.split('/')[2] === teamUrl;
-  };
-
-  const selectedTeam = teams?.find((team) => isPathTeamUrl(team.url));
-
-  const formatAvatarFallback = (teamName?: string) => {
-    if (teamName !== undefined) {
-      return teamName.slice(0, 1).toUpperCase();
+  const formatAvatarFallback = (name?: string) => {
+    if (name !== undefined) {
+      return name.slice(0, 1).toUpperCase();
     }
 
     return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
   };
 
-  const formatSecondaryAvatarText = (team?: typeof selectedTeam) => {
-    if (!team) {
-      return _(msg`Personal Account`);
-    }
-
-    if (team.ownerUserId === user.id) {
-      return _(msg`Owner`);
-    }
-
-    return _(TEAM_MEMBER_ROLE_MAP[team.currentTeamMember.role]);
-  };
-
-  /**
-   * Formats the redirect URL so we can switch between documents and templates page
-   * seemlessly between teams and personal accounts.
-   */
-  const formatRedirectUrlOnSwitch = (teamUrl?: string) => {
-    const baseUrl = teamUrl ? `/t/${teamUrl}` : '';
-
-    const currentPathname = (pathname ?? '/').replace(TEAM_URL_REGEX, '');
-
-    if (currentPathname === '/templates') {
-      return `${baseUrl}/templates`;
-    }
-
-    return baseUrl;
-  };
-
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
@@ -106,12 +49,10 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
           className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
         >
           <AvatarWithText
-            avatarSrc={formatAvatarUrl(
-              selectedTeam ? selectedTeam.avatarImageId : user.avatarImageId,
-            )}
-            avatarFallback={formatAvatarFallback(selectedTeam?.name)}
-            primaryText={selectedTeam ? selectedTeam.name : user.name}
-            secondaryText={formatSecondaryAvatarText(selectedTeam)}
+            avatarSrc={formatAvatarUrl(user.avatarImageId)}
+            avatarFallback={formatAvatarFallback(user.name || user.email)}
+            primaryText={user.name}
+            secondaryText={_(msg`Personal Account`)}
             rightSideComponent={
               <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
             }
@@ -121,128 +62,19 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
       </DropdownMenuTrigger>
 
       <DropdownMenuContent
-        className={cn('z-[60] ml-6 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
+        className={cn('z-[60] ml-6 w-full min-w-[12rem] md:ml-0')}
         align="end"
         forceMount
       >
-        {teams ? (
-          <>
-            <DropdownMenuLabel>
-              <Trans>Personal</Trans>
-            </DropdownMenuLabel>
-
-            <DropdownMenuItem asChild>
-              <Link to={formatRedirectUrlOnSwitch()}>
-                <AvatarWithText
-                  avatarSrc={formatAvatarUrl(user.avatarImageId)}
-                  avatarFallback={formatAvatarFallback()}
-                  primaryText={user.name}
-                  secondaryText={formatSecondaryAvatarText()}
-                  rightSideComponent={
-                    !pathname?.startsWith(`/t/`) && (
-                      <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
-                    )
-                  }
-                />
-              </Link>
-            </DropdownMenuItem>
-
-            <DropdownMenuSeparator className="mt-2" />
-
-            <DropdownMenuLabel>
-              <div className="flex flex-row items-center justify-between">
-                <p>
-                  <Trans>Teams</Trans>
-                </p>
-
-                <div className="flex flex-row space-x-2">
-                  <DropdownMenuItem asChild>
-                    <Button
-                      title={_(msg`Manage teams`)}
-                      variant="ghost"
-                      className="text-muted-foreground flex h-5 w-5 items-center justify-center p-0"
-                      asChild
-                    >
-                      <Link to="/settings/teams">
-                        <Settings2 className="h-4 w-4" />
-                      </Link>
-                    </Button>
-                  </DropdownMenuItem>
-
-                  <DropdownMenuItem asChild>
-                    <Button
-                      title={_(msg`Create team`)}
-                      variant="ghost"
-                      className="text-muted-foreground flex h-5 w-5 items-center justify-center p-0"
-                      asChild
-                    >
-                      <Link to="/settings/teams?action=add-team">
-                        <Plus className="h-4 w-4" />
-                      </Link>
-                    </Button>
-                  </DropdownMenuItem>
-                </div>
-              </div>
-            </DropdownMenuLabel>
-
-            <div className="custom-scrollbar max-h-[40vh] overflow-auto">
-              {teams.map((team) => (
-                <DropdownMenuItem asChild key={team.id}>
-                  <MotionLink
-                    initial="initial"
-                    animate="initial"
-                    whileHover="animate"
-                    to={formatRedirectUrlOnSwitch(team.url)}
-                  >
-                    <AvatarWithText
-                      avatarSrc={formatAvatarUrl(team.avatarImageId)}
-                      avatarFallback={formatAvatarFallback(team.name)}
-                      primaryText={team.name}
-                      textSectionClassName="w-[200px]"
-                      secondaryText={
-                        <div className="relative w-full">
-                          <motion.span
-                            className="overflow-hidden"
-                            variants={{
-                              initial: { opacity: 1, translateY: 0 },
-                              animate: { opacity: 0, translateY: '100%' },
-                            }}
-                          >
-                            {formatSecondaryAvatarText(team)}
-                          </motion.span>
-
-                          <motion.span
-                            className="absolute inset-0"
-                            variants={{
-                              initial: { opacity: 0, translateY: '100%' },
-                              animate: { opacity: 1, translateY: 0 },
-                            }}
-                          >{`/t/${team.url}`}</motion.span>
-                        </div>
-                      }
-                      rightSideComponent={
-                        isPathTeamUrl(team.url) && (
-                          <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
-                        )
-                      }
-                    />
-                  </MotionLink>
-                </DropdownMenuItem>
-              ))}
-            </div>
-          </>
-        ) : (
-          <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
-            <Link
-              to="/settings/teams?action=add-team"
-              className="flex items-center justify-between"
-            >
-              <Trans>Create team</Trans>
-              <Plus className="ml-2 h-4 w-4" />
-            </Link>
-          </DropdownMenuItem>
-        )}
-
+        <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+          <Link
+            to="/settings/organisations?action=add-organisation"
+            className="flex items-center justify-between"
+          >
+            <Trans>Create Organisation</Trans>
+            <Plus className="ml-2 h-4 w-4" />
+          </Link>
+        </DropdownMenuItem>
         <DropdownMenuSeparator />
 
         {isUserAdmin && (
@@ -253,21 +85,18 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+          <Link to="/inbox">
+            <Trans>Personal Inbox</Trans>
+          </Link>
+        </DropdownMenuItem>
+
         <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
           <Link to="/settings/profile">
             <Trans>User settings</Trans>
           </Link>
         </DropdownMenuItem>
 
-        {selectedTeam &&
-          canExecuteTeamAction('MANAGE_TEAM', selectedTeam.currentTeamMember.role) && (
-            <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
-              <Link to={`/t/${selectedTeam.url}/settings`}>
-                <Trans>Team settings</Trans>
-              </Link>
-            </DropdownMenuItem>
-          )}
-
         <DropdownMenuItem
           className="text-muted-foreground px-4 py-2"
           onClick={() => setLanguageSwitcherOpen(true)}

apps/remix/app/components/general/org-menu-switcher.tsx

@@ -0,0 +1,351 @@
+import { useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import {
+  Building2Icon,
+  ChevronsUpDown,
+  Plus,
+  Settings2Icon,
+  SettingsIcon,
+  UsersIcon,
+} from 'lucide-react';
+import { Link, useLocation } from 'react-router';
+
+import { authClient } from '@documenso/auth/client';
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
+import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { isAdmin } from '@documenso/lib/utils/is-admin';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { LanguageSwitcherDialog } from '@documenso/ui/components/common/language-switcher-dialog';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export const OrgMenuSwitcher = () => {
+  const { _ } = useLingui();
+
+  const { user, organisations } = useSession();
+
+  const { pathname } = useLocation();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
+  const [hoveredOrgId, setHoveredOrgId] = useState<string | null>(null);
+
+  const isUserAdmin = isAdmin(user);
+
+  const isPathOrgUrl = (orgUrl: string) => {
+    if (!pathname || !pathname.startsWith(`/o/`)) {
+      return false;
+    }
+
+    return pathname.split('/')[2] === orgUrl;
+  };
+
+  const selectedOrg = organisations.find((org) => isPathOrgUrl(org.url));
+  const hoveredOrg = organisations.find(
+    (org) => org.id === hoveredOrgId || organisations.length === 1,
+  );
+
+  const currentOrganisation = useOptionalCurrentOrganisation();
+  const currentTeam = useOptionalCurrentTeam();
+
+  // Use hovered org for teams display if available,
+  // otherwise use current team's org if in a team,
+  // finally fallback to selected org
+  const displayedOrg = hoveredOrg || currentOrganisation || selectedOrg;
+
+  const formatAvatarFallback = (name?: string) => {
+    if (name !== undefined) {
+      return name.slice(0, 1).toUpperCase();
+    }
+
+    return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
+  };
+
+  const dropdownMenuAvatarText = useMemo(() => {
+    if (currentTeam) {
+      return {
+        avatarSrc: formatAvatarUrl(currentTeam.avatarImageId),
+        avatarFallback: formatAvatarFallback(currentTeam.name),
+        primaryText: currentTeam.name,
+        secondaryText: _(EXTENDED_TEAM_MEMBER_ROLE_MAP[currentTeam.currentTeamRole]),
+      };
+    }
+
+    if (currentOrganisation) {
+      return {
+        avatarSrc: formatAvatarUrl(currentOrganisation.avatarImageId),
+        avatarFallback: formatAvatarFallback(currentOrganisation.name),
+        primaryText: currentOrganisation.name,
+        secondaryText: _(
+          EXTENDED_ORGANISATION_MEMBER_ROLE_MAP[currentOrganisation.currentOrganisationRole],
+        ),
+      };
+    }
+
+    return {
+      avatarSrc: formatAvatarUrl(user.avatarImageId),
+      avatarFallback: formatAvatarFallback(user.name ?? user.email),
+      primaryText: user.name,
+      secondaryText: _(msg`Personal Account`),
+    };
+  }, [currentTeam, currentOrganisation, user]);
+
+  const handleOpenChange = (open: boolean) => {
+    if (open) {
+      setHoveredOrgId(currentOrganisation?.id || null);
+    }
+
+    setIsOpen(open);
+  };
+
+  return (
+    <DropdownMenu open={isOpen} onOpenChange={handleOpenChange}>
+      <DropdownMenuTrigger asChild>
+        <Button
+          data-testid="menu-switcher"
+          variant="none"
+          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
+        >
+          <AvatarWithText
+            avatarSrc={dropdownMenuAvatarText.avatarSrc}
+            avatarFallback={dropdownMenuAvatarText.avatarFallback}
+            primaryText={dropdownMenuAvatarText.primaryText}
+            secondaryText={dropdownMenuAvatarText.secondaryText}
+            rightSideComponent={
+              <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
+            }
+            textSectionClassName="hidden lg:flex"
+          />
+        </Button>
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent
+        className={cn(
+          'divide-border z-[60] ml-6 flex w-full divide-x p-0 md:ml-0 md:min-w-[40rem]',
+        )}
+        align="end"
+        forceMount
+      >
+        <div className="flex h-[400px] w-full divide-x">
+          {/* Organisations column */}
+          <div className="flex w-full flex-col md:w-1/3">
+            <div className="flex h-12 items-center border-b p-2">
+              <h3 className="text-muted-foreground flex items-center px-2 text-sm font-medium">
+                <Building2Icon className="mr-2 h-3.5 w-3.5" />
+                <Trans>Organisations</Trans>
+              </h3>
+            </div>
+            <div className="flex-1 space-y-1 overflow-y-auto p-1.5">
+              {organisations.map((org) => (
+                <div
+                  className="group relative"
+                  key={org.id}
+                  onMouseEnter={() => setHoveredOrgId(org.id)}
+                >
+                  <DropdownMenuItem
+                    className={cn(
+                      'text-muted-foreground w-full px-4 py-2',
+                      org.id === currentOrganisation?.id && !hoveredOrgId && 'bg-accent',
+                      org.id === hoveredOrgId && 'bg-accent',
+                    )}
+                    asChild
+                  >
+                    <Link to={`/o/${org.url}`} className="flex items-center space-x-2 pr-8">
+                      <span
+                        className={cn('min-w-0 flex-1 truncate', {
+                          'font-semibold': org.id === selectedOrg?.id,
+                        })}
+                      >
+                        {org.name}
+                      </span>
+                    </Link>
+                  </DropdownMenuItem>
+
+                  {canExecuteOrganisationAction(
+                    'MANAGE_ORGANISATION',
+                    org.currentOrganisationRole,
+                  ) && (
+                    <div className="absolute bottom-0 right-0 top-0 flex items-center justify-center">
+                      <Link
+                        to={`/o/${org.url}/settings`}
+                        className="text-muted-foreground mr-2 rounded-sm border p-1 transition-opacity duration-200 group-hover:opacity-100 md:opacity-0"
+                      >
+                        <Settings2Icon className="h-3.5 w-3.5" />
+                      </Link>
+                    </div>
+                  )}
+                </div>
+              ))}
+
+              <Button variant="ghost" className="w-full justify-start" asChild>
+                <Link to="/settings/organisations?action=add-organisation">
+                  <Plus className="mr-2 h-4 w-4" />
+                  <Trans>Create Organisation</Trans>
+                </Link>
+              </Button>
+            </div>
+          </div>
+
+          {/* Teams column */}
+          <div className="hidden w-1/3 flex-col md:flex">
+            <div className="flex h-12 items-center border-b p-2">
+              <h3 className="text-muted-foreground flex items-center px-2 text-sm font-medium">
+                <UsersIcon className="mr-2 h-3.5 w-3.5" />
+                <Trans>Teams</Trans>
+              </h3>
+            </div>
+            <div className="flex-1 space-y-1 overflow-y-auto p-1.5">
+              <AnimateGenericFadeInOut key={displayedOrg ? 'displayed-org' : 'no-org'}>
+                {hoveredOrg ? (
+                  hoveredOrg.teams.map((team) => (
+                    <div className="group relative" key={team.id}>
+                      <DropdownMenuItem
+                        className={cn(
+                          'text-muted-foreground w-full px-4 py-2',
+                          team.id === currentTeam?.id && 'bg-accent',
+                        )}
+                        asChild
+                      >
+                        <Link to={`/t/${team.url}`} className="flex items-center space-x-2 pr-8">
+                          <span
+                            className={cn('min-w-0 flex-1 truncate', {
+                              'font-semibold': team.id === currentTeam?.id,
+                            })}
+                          >
+                            {team.name}
+                          </span>
+                        </Link>
+                      </DropdownMenuItem>
+
+                      {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
+                        <div className="absolute bottom-0 right-0 top-0 flex items-center justify-center">
+                          <Link
+                            to={`/t/${team.url}/settings`}
+                            className="text-muted-foreground mr-2 rounded-sm border p-1 opacity-0 transition-opacity duration-200 group-hover:opacity-100"
+                          >
+                            <Settings2Icon className="h-3.5 w-3.5" />
+                          </Link>
+                        </div>
+                      )}
+                    </div>
+                  ))
+                ) : (
+                  <div className="text-muted-foreground my-12 flex items-center justify-center px-2 text-center text-sm">
+                    <Trans>Select an organisation to view teams</Trans>
+                  </div>
+                )}
+
+                {displayedOrg && (
+                  <Button variant="ghost" className="w-full justify-start" asChild>
+                    <Link to={`/o/${displayedOrg.url}/settings/teams?action=add-team`}>
+                      <Plus className="mr-2 h-4 w-4" />
+                      <Trans>Create Team</Trans>
+                    </Link>
+                  </Button>
+                )}
+              </AnimateGenericFadeInOut>
+            </div>
+          </div>
+
+          {/* Settings column */}
+          <div className="hidden w-1/3 flex-col md:flex">
+            <div className="flex h-12 items-center border-b p-2">
+              <h3 className="text-muted-foreground flex items-center px-2 text-sm font-medium">
+                <SettingsIcon className="mr-2 h-3.5 w-3.5" />
+                <Trans>Settings</Trans>
+              </h3>
+            </div>
+            <div className="flex-1 overflow-y-auto p-1.5">
+              {isUserAdmin && (
+                <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                  <Link to="/admin">
+                    <Trans>Admin panel</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
+              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                <Link to="/inbox">
+                  <Trans>Personal Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                <Link to="/settings/profile">
+                  <Trans>Account</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              {currentOrganisation &&
+                canExecuteOrganisationAction(
+                  'MANAGE_ORGANISATION',
+                  currentOrganisation.currentOrganisationRole,
+                ) && (
+                  <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                    <Link to={`/o/${currentOrganisation.url}/settings`}>
+                      <Trans>Organisation settings</Trans>
+                    </Link>
+                  </DropdownMenuItem>
+                )}
+
+              {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
+                <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                  <Link to={`/t/${currentTeam.url}/settings`}>
+                    <Trans>Team settings</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
+              <DropdownMenuItem
+                className="text-muted-foreground px-4 py-2"
+                onClick={() => setLanguageSwitcherOpen(true)}
+              >
+                <Trans>Language</Trans>
+              </DropdownMenuItem>
+
+              {currentOrganisation && (
+                <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                  <Link
+                    to={{
+                      pathname: `/o/${currentOrganisation.url}/support`,
+                      search: currentTeam ? `?team=${currentTeam.id}` : '',
+                    }}
+                  >
+                    <Trans>Support</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
+              <DropdownMenuItem
+                className="text-muted-foreground hover:!text-muted-foreground px-4 py-2"
+                onSelect={async () => authClient.signOut()}
+              >
+                <Trans>Sign Out</Trans>
+              </DropdownMenuItem>
+            </div>
+          </div>
+        </div>
+      </DropdownMenuContent>
+
+      <LanguageSwitcherDialog open={languageSwitcherOpen} setOpen={setLanguageSwitcherOpen} />
+    </DropdownMenu>
+  );
+};

apps/remix/app/components/general/organisations/organisation-billing-banner.tsx

@@ -0,0 +1,182 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { SubscriptionStatus } from '@prisma/client';
+import { AlertTriangle } from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { SUPPORT_EMAIL } from '@documenso/lib/constants/app';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export const OrganisationBillingBanner = () => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const organisation = useOptionalCurrentOrganisation();
+
+  const { mutateAsync: manageSubscription, isPending } =
+    trpc.enterprise.billing.subscription.manage.useMutation();
+
+  const handleCreatePortal = async (organisationId: string) => {
+    try {
+      const { redirectUrl } = await manageSubscription({ organisationId });
+
+      window.open(redirectUrl, '_blank');
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(
+          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
+        ),
+        variant: 'destructive',
+        duration: 10000,
+      });
+    }
+  };
+
+  const subscriptionStatus = organisation?.subscription?.status;
+
+  if (
+    !organisation ||
+    subscriptionStatus === undefined ||
+    subscriptionStatus === SubscriptionStatus.ACTIVE
+  ) {
+    return null;
+  }
+
+  return (
+    <>
+      <div
+        className={cn({
+          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400':
+            subscriptionStatus === SubscriptionStatus.PAST_DUE,
+          'bg-destructive text-destructive-foreground':
+            subscriptionStatus === SubscriptionStatus.INACTIVE,
+        })}
+      >
+        <div className="mx-auto flex max-w-screen-xl items-center justify-center gap-x-4 px-4 py-2 text-sm font-medium">
+          <div className="flex items-center">
+            <AlertTriangle className="mr-2.5 h-5 w-5" />
+
+            {match(subscriptionStatus)
+              .with(SubscriptionStatus.PAST_DUE, () => <Trans>Payment overdue</Trans>)
+              .with(SubscriptionStatus.INACTIVE, () => <Trans>Restricted Access</Trans>)
+              .exhaustive()}
+          </div>
+
+          <Button
+            variant="outline"
+            className={cn({
+              'text-yellow-900 hover:bg-yellow-100 dark:hover:bg-yellow-500':
+                subscriptionStatus === SubscriptionStatus.PAST_DUE,
+              'text-destructive-foreground hover:bg-destructive hover:text-white':
+                subscriptionStatus === SubscriptionStatus.INACTIVE,
+            })}
+            disabled={isPending}
+            onClick={() => setIsOpen(true)}
+            size="sm"
+          >
+            <Trans>Resolve</Trans>
+          </Button>
+        </div>
+      </div>
+
+      <Dialog open={isOpen} onOpenChange={(value) => !isPending && setIsOpen(value)}>
+        {match(subscriptionStatus)
+          .with(SubscriptionStatus.PAST_DUE, () => (
+            <DialogContent>
+              <DialogHeader>
+                <DialogTitle>
+                  <Trans>Payment overdue</Trans>
+                </DialogTitle>
+
+                <DialogDescription>
+                  <Trans>
+                    Your payment is overdue. Please settle the payment to avoid any service
+                    disruptions.
+                  </Trans>
+                </DialogDescription>
+              </DialogHeader>
+
+              {canExecuteOrganisationAction(
+                'MANAGE_BILLING',
+                organisation.currentOrganisationRole,
+              ) && (
+                <DialogFooter>
+                  <Button
+                    loading={isPending}
+                    onClick={async () => handleCreatePortal(organisation.id)}
+                  >
+                    <Trans>Resolve payment</Trans>
+                  </Button>
+                </DialogFooter>
+              )}
+            </DialogContent>
+          ))
+          .with(SubscriptionStatus.INACTIVE, () => (
+            <DialogContent>
+              <DialogHeader>
+                <DialogTitle>
+                  <Trans>Subscription invalid</Trans>
+                </DialogTitle>
+
+                <DialogDescription>
+                  <Trans>
+                    Your plan is no longer valid. Please subscribe to a new plan to continue using
+                    Documenso.
+                  </Trans>
+                </DialogDescription>
+              </DialogHeader>
+
+              <Alert variant="neutral">
+                <AlertDescription>
+                  <Trans>
+                    If there is any issue with your subscription, please contact us at{' '}
+                    <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              {canExecuteOrganisationAction(
+                'MANAGE_BILLING',
+                organisation.currentOrganisationRole,
+              ) && (
+                <DialogFooter>
+                  <DialogClose asChild>
+                    <Button asChild>
+                      <Link to={`/o/${organisation.url}/settings/billing`}>
+                        <Trans>Manage Billing</Trans>
+                      </Link>
+                    </Button>
+                  </DialogClose>
+                </DialogFooter>
+              )}
+            </DialogContent>
+          ))
+          .otherwise(() => null)}
+      </Dialog>
+    </>
+  );
+};

apps/remix/app/components/general/organisations/organisation-billing-portal-button.tsx

@@ -0,0 +1,58 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type OrganisationBillingPortalButtonProps = {
+  buttonProps?: React.ComponentProps<typeof Button>;
+};
+
+export const OrganisationBillingPortalButton = ({
+  buttonProps,
+}: OrganisationBillingPortalButtonProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: manageSubscription, isPending } =
+    trpc.enterprise.billing.subscription.manage.useMutation();
+
+  const canManageBilling = canExecuteOrganisationAction(
+    'MANAGE_BILLING',
+    organisation.currentOrganisationRole,
+  );
+
+  const handleCreatePortal = async () => {
+    try {
+      const { redirectUrl } = await manageSubscription({ organisationId: organisation.id });
+
+      window.open(redirectUrl, '_blank');
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(
+          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
+        ),
+        variant: 'destructive',
+        duration: 10000,
+      });
+    }
+  };
+
+  return (
+    <Button
+      {...buttonProps}
+      onClick={async () => handleCreatePortal()}
+      loading={isPending}
+      disabled={!canManageBilling}
+    >
+      <Trans>Manage billing</Trans>
+    </Button>
+  );
+};

apps/remix/app/components/general/organisations/organisation-invitations.tsx

@@ -1,11 +1,12 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
+import { OrganisationMemberInviteStatus } from '@prisma/client';
 import { AnimatePresence } from 'framer-motion';
 import { BellIcon } from 'lucide-react';
 
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { formatTeamUrl } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
@@ -21,14 +22,16 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export const TeamInvitations = () => {
-  const { data, isLoading } = trpc.team.getTeamInvitations.useQuery();
+export const OrganisationInvitations = ({ className }: { className?: string }) => {
+  const { data, isLoading } = trpc.organisation.member.invite.getMany.useQuery({
+    status: OrganisationMemberInviteStatus.PENDING,
+  });
 
   return (
     <AnimatePresence>
       {data && data.length > 0 && !isLoading && (
         <AnimateGenericFadeInOut>
-          <Alert variant="secondary">
+          <Alert variant="secondary" className={className}>
             <div className="flex h-full flex-row items-center p-2">
               <BellIcon className="mr-4 h-5 w-5 text-blue-800" />
 
@@ -37,12 +40,12 @@ export const TeamInvitations = () => {
                   value={data.length}
                   one={
                     <span>
-                      You have <strong>1</strong> pending team invitation
+                      You have <strong>1</strong> pending invitation
                     </span>
                   }
                   other={
                     <span>
-                      You have <strong>#</strong> pending team invitations
+                      You have <strong>#</strong> pending invitations
                     </span>
                   }
                 />
@@ -66,12 +69,12 @@ export const TeamInvitations = () => {
                         value={data.length}
                         one={
                           <span>
-                            You have <strong>1</strong> pending team invitation
+                            You have <strong>1</strong> pending invitation
                           </span>
                         }
                         other={
                           <span>
-                            You have <strong>#</strong> pending team invitations
+                            You have <strong>#</strong> pending invitations
                           </span>
                         }
                       />
@@ -80,24 +83,26 @@ export const TeamInvitations = () => {
 
                   <ul className="-mx-6 -mb-6 max-h-[80vh] divide-y overflow-auto px-6 pb-6 xl:max-h-[70vh]">
                     {data.map((invitation) => (
-                      <li key={invitation.teamId}>
-                        <AvatarWithText
-                          avatarSrc={formatAvatarUrl(invitation.team.avatarImageId)}
-                          className="w-full max-w-none py-4"
-                          avatarFallback={invitation.team.name.slice(0, 1)}
-                          primaryText={
-                            <span className="text-foreground/80 font-semibold">
-                              {invitation.team.name}
-                            </span>
-                          }
-                          secondaryText={formatTeamUrl(invitation.team.url)}
-                          rightSideComponent={
-                            <div className="ml-auto space-x-2">
-                              <DeclineTeamInvitationButton teamId={invitation.team.id} />
-                              <AcceptTeamInvitationButton teamId={invitation.team.id} />
-                            </div>
-                          }
-                        />
+                      <li key={invitation.id}>
+                        <Alert variant="neutral" className="p-0 px-4">
+                          <AvatarWithText
+                            avatarSrc={formatAvatarUrl(invitation.organisation.avatarImageId)}
+                            className="w-full max-w-none py-4"
+                            avatarFallback={invitation.organisation.name.slice(0, 1)}
+                            primaryText={
+                              <span className="text-foreground/80 font-semibold">
+                                {invitation.organisation.name}
+                              </span>
+                            }
+                            secondaryText={`/o/${invitation.organisation.url}`}
+                            rightSideComponent={
+                              <div className="ml-auto space-x-2">
+                                <DeclineOrganisationInvitationButton token={invitation.token} />
+                                <AcceptOrganisationInvitationButton token={invitation.token} />
+                              </div>
+                            }
+                          />
+                        </Alert>
                       </li>
                     ))}
                   </ul>
@@ -111,26 +116,29 @@ export const TeamInvitations = () => {
   );
 };
 
-const AcceptTeamInvitationButton = ({ teamId }: { teamId: number }) => {
+const AcceptOrganisationInvitationButton = ({ token }: { token: string }) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { refreshSession } = useSession();
 
   const {
-    mutateAsync: acceptTeamInvitation,
+    mutateAsync: acceptOrganisationInvitation,
     isPending,
     isSuccess,
-  } = trpc.team.acceptTeamInvitation.useMutation({
-    onSuccess: () => {
+  } = trpc.organisation.member.invite.accept.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
       toast({
         title: _(msg`Success`),
-        description: _(msg`Accepted team invitation`),
+        description: _(msg`Invitation accepted`),
         duration: 5000,
       });
     },
     onError: () => {
       toast({
         title: _(msg`Something went wrong`),
-        description: _(msg`Unable to join this team at this time.`),
+        description: _(msg`Unable to join this organisation at this time.`),
         variant: 'destructive',
         duration: 10000,
       });
@@ -139,7 +147,7 @@ const AcceptTeamInvitationButton = ({ teamId }: { teamId: number }) => {
 
   return (
     <Button
-      onClick={async () => acceptTeamInvitation({ teamId })}
+      onClick={async () => acceptOrganisationInvitation({ token })}
       loading={isPending}
       disabled={isPending || isSuccess}
     >
@@ -148,26 +156,29 @@ const AcceptTeamInvitationButton = ({ teamId }: { teamId: number }) => {
   );
 };
 
-const DeclineTeamInvitationButton = ({ teamId }: { teamId: number }) => {
+const DeclineOrganisationInvitationButton = ({ token }: { token: string }) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const { refreshSession } = useSession();
 
   const {
-    mutateAsync: declineTeamInvitation,
+    mutateAsync: declineOrganisationInvitation,
     isPending,
     isSuccess,
-  } = trpc.team.declineTeamInvitation.useMutation({
-    onSuccess: () => {
+  } = trpc.organisation.member.invite.decline.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
       toast({
         title: _(msg`Success`),
-        description: _(msg`Declined team invitation`),
+        description: _(msg`Invitation declined`),
         duration: 5000,
       });
     },
     onError: () => {
       toast({
         title: _(msg`Something went wrong`),
-        description: _(msg`Unable to decline this team invitation at this time.`),
+        description: _(msg`Unable to decline this invitation at this time.`),
         variant: 'destructive',
         duration: 10000,
       });
@@ -176,7 +187,7 @@ const DeclineTeamInvitationButton = ({ teamId }: { teamId: number }) => {
 
   return (
     <Button
-      onClick={async () => declineTeamInvitation({ teamId })}
+      onClick={async () => declineOrganisationInvitation({ token })}
       loading={isPending}
       disabled={isPending || isSuccess}
       variant="ghost"

apps/remix/app/components/general/settings-nav-desktop.tsx

@@ -1,11 +1,22 @@
 import type { HTMLAttributes } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { Braces, CreditCard, Globe2Icon, Lock, User, Users, Webhook } from 'lucide-react';
+import {
+  BracesIcon,
+  CreditCardIcon,
+  Globe2Icon,
+  Lock,
+  Settings2Icon,
+  User,
+  Users,
+  WebhookIcon,
+} from 'lucide-react';
 import { useLocation } from 'react-router';
 import { Link } from 'react-router';
 
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -14,7 +25,9 @@ export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
 export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
   const { pathname } = useLocation();
 
-  const isBillingEnabled = IS_BILLING_ENABLED();
+  const { organisations } = useSession();
+
+  const isPersonalLayoutMode = isPersonalLayout(organisations);
 
   return (
     <div className={cn('flex flex-col gap-y-2', className)} {...props}>
@@ -31,29 +44,117 @@ export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavPr
         </Button>
       </Link>
 
-      <Link to="/settings/public-profile">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
-          )}
-        >
-          <Globe2Icon className="mr-2 h-5 w-5" />
-          <Trans>Public Profile</Trans>
-        </Button>
-      </Link>
+      {isPersonalLayoutMode && (
+        <>
+          <Link to="/settings/document">
+            <Button variant="ghost" className={cn('w-full justify-start')}>
+              <Settings2Icon className="mr-2 h-5 w-5" />
+              <Trans>Preferences</Trans>
+            </Button>
+          </Link>
 
-      <Link to="/settings/teams">
+          <Link className="w-full pl-8" to="/settings/document">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/document') && 'bg-secondary',
+              )}
+            >
+              <Trans>Document</Trans>
+            </Button>
+          </Link>
+
+          <Link className="w-full pl-8" to="/settings/branding">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/branding') && 'bg-secondary',
+              )}
+            >
+              <Trans>Branding</Trans>
+            </Button>
+          </Link>
+
+          <Link className="w-full pl-8" to="/settings/email">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/email') && 'bg-secondary',
+              )}
+            >
+              <Trans>Email</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/public-profile">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
+              )}
+            >
+              <Globe2Icon className="mr-2 h-5 w-5" />
+              <Trans>Public Profile</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/tokens">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/tokens') && 'bg-secondary',
+              )}
+            >
+              <BracesIcon className="mr-2 h-5 w-5" />
+              <Trans>API Tokens</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/webhooks">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/webhooks') && 'bg-secondary',
+              )}
+            >
+              <WebhookIcon className="mr-2 h-5 w-5" />
+              <Trans>Webhooks</Trans>
+            </Button>
+          </Link>
+
+          {IS_BILLING_ENABLED() && (
+            <Link to="/settings/billing">
+              <Button
+                variant="ghost"
+                className={cn(
+                  'w-full justify-start',
+                  pathname?.startsWith('/settings/billing') && 'bg-secondary',
+                )}
+              >
+                <CreditCardIcon className="mr-2 h-5 w-5" />
+                <Trans>Billing</Trans>
+              </Button>
+            </Link>
+          )}
+        </>
+      )}
+
+      <Link to="/settings/organisations">
         <Button
           variant="ghost"
           className={cn(
             'w-full justify-start',
-            pathname?.startsWith('/settings/teams') && 'bg-secondary',
+            pathname?.startsWith('/settings/organisations') && 'bg-secondary',
           )}
         >
           <Users className="mr-2 h-5 w-5" />
-          <Trans>Teams</Trans>
+          <Trans>Organisations</Trans>
         </Button>
       </Link>
 
@@ -69,47 +170,6 @@ export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavPr
           <Trans>Security</Trans>
         </Button>
       </Link>
-
-      <Link to="/settings/tokens">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/tokens') && 'bg-secondary',
-          )}
-        >
-          <Braces className="mr-2 h-5 w-5" />
-          <Trans>API Tokens</Trans>
-        </Button>
-      </Link>
-
-      <Link to="/settings/webhooks">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/webhooks') && 'bg-secondary',
-          )}
-        >
-          <Webhook className="mr-2 h-5 w-5" />
-          <Trans>Webhooks</Trans>
-        </Button>
-      </Link>
-
-      {isBillingEnabled && (
-        <Link to="/settings/billing">
-          <Button
-            variant="ghost"
-            className={cn(
-              'w-full justify-start',
-              pathname?.startsWith('/settings/billing') && 'bg-secondary',
-            )}
-          >
-            <CreditCard className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
     </div>
   );
 };

apps/remix/app/components/general/settings-nav-mobile.tsx

@@ -1,10 +1,23 @@
 import type { HTMLAttributes } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { Braces, CreditCard, Globe2Icon, Lock, User, Users, Webhook } from 'lucide-react';
+import {
+  BracesIcon,
+  CreditCardIcon,
+  Globe2Icon,
+  Lock,
+  MailIcon,
+  PaletteIcon,
+  Settings2Icon,
+  User,
+  Users,
+  WebhookIcon,
+} from 'lucide-react';
 import { Link, useLocation } from 'react-router';
 
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -13,7 +26,9 @@ export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
 export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
   const { pathname } = useLocation();
 
-  const isBillingEnabled = IS_BILLING_ENABLED();
+  const { organisations } = useSession();
+
+  const isPersonalLayoutMode = isPersonalLayout(organisations);
 
   return (
     <div
@@ -33,29 +48,113 @@ export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProp
         </Button>
       </Link>
 
-      <Link to="/settings/public-profile">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
-          )}
-        >
-          <Globe2Icon className="mr-2 h-5 w-5" />
-          <Trans>Public Profile</Trans>
-        </Button>
-      </Link>
+      {isPersonalLayoutMode && (
+        <>
+          <Link to="/settings/document">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/document') && 'bg-secondary',
+              )}
+            >
+              <Settings2Icon className="mr-2 h-5 w-5" />
+              <Trans>Document Preferences</Trans>
+            </Button>
+          </Link>
 
-      <Link to="/settings/teams">
+          <Link to="/settings/branding">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/branding') && 'bg-secondary',
+              )}
+            >
+              <PaletteIcon className="mr-2 h-5 w-5" />
+              <Trans>Branding Preferences</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/email">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/email') && 'bg-secondary',
+              )}
+            >
+              <MailIcon className="mr-2 h-5 w-5" />
+              <Trans>Email Preferences</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/public-profile">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
+              )}
+            >
+              <Globe2Icon className="mr-2 h-5 w-5" />
+              <Trans>Public Profile</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/tokens">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/tokens') && 'bg-secondary',
+              )}
+            >
+              <BracesIcon className="mr-2 h-5 w-5" />
+              <Trans>API Tokens</Trans>
+            </Button>
+          </Link>
+
+          <Link to="/settings/webhooks">
+            <Button
+              variant="ghost"
+              className={cn(
+                'w-full justify-start',
+                pathname?.startsWith('/settings/webhooks') && 'bg-secondary',
+              )}
+            >
+              <WebhookIcon className="mr-2 h-5 w-5" />
+              <Trans>Webhooks</Trans>
+            </Button>
+          </Link>
+
+          {IS_BILLING_ENABLED() && (
+            <Link to="/settings/billing">
+              <Button
+                variant="ghost"
+                className={cn(
+                  'w-full justify-start',
+                  pathname?.startsWith('/settings/billing') && 'bg-secondary',
+                )}
+              >
+                <CreditCardIcon className="mr-2 h-5 w-5" />
+                <Trans>Billing</Trans>
+              </Button>
+            </Link>
+          )}
+        </>
+      )}
+
+      <Link to="/settings/organisations">
         <Button
           variant="ghost"
           className={cn(
             'w-full justify-start',
-            pathname?.startsWith('/settings/teams') && 'bg-secondary',
+            pathname?.startsWith('/settings/organisations') && 'bg-secondary',
           )}
         >
           <Users className="mr-2 h-5 w-5" />
-          <Trans>Teams</Trans>
+          <Trans>Organisations</Trans>
         </Button>
       </Link>
 
@@ -71,47 +170,6 @@ export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProp
           <Trans>Security</Trans>
         </Button>
       </Link>
-
-      <Link to="/settings/tokens">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/tokens') && 'bg-secondary',
-          )}
-        >
-          <Braces className="mr-2 h-5 w-5" />
-          <Trans>API Tokens</Trans>
-        </Button>
-      </Link>
-
-      <Link to="/settings/webhooks">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/webhooks') && 'bg-secondary',
-          )}
-        >
-          <Webhook className="mr-2 h-5 w-5" />
-          <Trans>Webhooks</Trans>
-        </Button>
-      </Link>
-
-      {isBillingEnabled && (
-        <Link to="/settings/billing">
-          <Button
-            variant="ghost"
-            className={cn(
-              'w-full justify-start',
-              pathname?.startsWith('/settings/billing') && 'bg-secondary',
-            )}
-          >
-            <CreditCard className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
     </div>
   );
 };

apps/remix/app/components/general/share-document-download-button.tsx

@@ -0,0 +1,49 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Download } from 'lucide-react';
+
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import type { DocumentData } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type ShareDocumentDownloadButtonProps = {
+  title: string;
+  documentData: DocumentData;
+};
+
+export const ShareDocumentDownloadButton = ({
+  title,
+  documentData,
+}: ShareDocumentDownloadButtonProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [isDownloading, setIsDownloading] = useState(false);
+
+  const onDownloadClick = async () => {
+    try {
+      setIsDownloading(true);
+
+      await downloadPDF({ documentData, fileName: title });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    } finally {
+      setIsDownloading(false);
+    }
+  };
+
+  return (
+    <Button loading={isDownloading} onClick={onDownloadClick}>
+      {!isDownloading && <Download className="mr-2 h-4 w-4" />}
+      <Trans>Download</Trans>
+    </Button>
+  );
+};

apps/remix/app/components/general/skeletons/document-edit-skeleton.tsx

@@ -7,7 +7,7 @@ import { Skeleton } from '@documenso/ui/primitives/skeleton';
 export default function DocumentEditSkeleton() {
   return (
     <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
-      <Link to="/documents" className="flex grow-0 items-center text-[#7AC455] hover:opacity-80">
+      <Link to="/" className="flex grow-0 items-center text-[#7AC455] hover:opacity-80">
         <ChevronLeft className="mr-2 inline-block h-5 w-5" />
         <Trans>Documents</Trans>
       </Link>

apps/remix/app/components/general/teams/team-billing-portal-button.tsx

@@ -1,43 +0,0 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type TeamBillingPortalButtonProps = {
-  buttonProps?: React.ComponentProps<typeof Button>;
-  teamId: number;
-};
-
-export const TeamBillingPortalButton = ({ buttonProps, teamId }: TeamBillingPortalButtonProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: createBillingPortal, isPending } =
-    trpc.team.createBillingPortal.useMutation();
-
-  const handleCreatePortal = async () => {
-    try {
-      const sessionUrl = await createBillingPortal({ teamId });
-
-      window.open(sessionUrl, '_blank');
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(
-          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
-        ),
-        variant: 'destructive',
-        duration: 10000,
-      });
-    }
-  };
-
-  return (
-    <Button {...buttonProps} onClick={async () => handleCreatePortal()} loading={isPending}>
-      <Trans>Manage subscription</Trans>
-    </Button>
-  );
-};

apps/remix/app/components/general/teams/team-email-dropdown.tsx

@@ -3,7 +3,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
 
-import type { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import type { getTeamWithEmail } from '@documenso/lib/server-only/team/get-team-email-by-email';
 import { trpc } from '@documenso/trpc/react';
 import {
   DropdownMenu,
@@ -17,7 +17,7 @@ import { TeamEmailDeleteDialog } from '~/components/dialogs/team-email-delete-di
 import { TeamEmailUpdateDialog } from '~/components/dialogs/team-email-update-dialog';
 
 export type TeamEmailDropdownProps = {
-  team: Awaited<ReturnType<typeof getTeamByUrl>>;
+  team: Awaited<ReturnType<typeof getTeamWithEmail>>;
 };
 
 export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
@@ -25,7 +25,7 @@ export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
   const { toast } = useToast();
 
   const { mutateAsync: resendEmailVerification, isPending: isResendingEmailVerification } =
-    trpc.team.resendTeamEmailVerification.useMutation({
+    trpc.team.email.verification.resend.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),

apps/remix/app/components/general/teams/team-email-usage.tsx

@@ -30,7 +30,7 @@ export const TeamEmailUsage = ({ teamEmail }: TeamEmailUsageProps) => {
   const { toast } = useToast();
 
   const { mutateAsync: deleteTeamEmail, isPending: isDeletingTeamEmail } =
-    trpc.team.deleteTeamEmail.useMutation({
+    trpc.team.email.delete.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),

apps/remix/app/components/general/teams/team-inherit-member-alert.tsx

@@ -0,0 +1,43 @@
+import { Trans } from '@lingui/react/macro';
+import type { TeamGroup } from '@prisma/client';
+
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+
+import { TeamMemberInheritDisableDialog } from '~/components/dialogs/team-inherit-member-disable-dialog';
+import { TeamMemberInheritEnableDialog } from '~/components/dialogs/team-inherit-member-enable-dialog';
+
+type TeamInheritMemberAlertProps = {
+  memberAccessTeamGroup: TeamGroup | null;
+};
+
+export const TeamInheritMemberAlert = ({ memberAccessTeamGroup }: TeamInheritMemberAlertProps) => {
+  return (
+    <Alert
+      className="flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+      variant="neutral"
+    >
+      <div className="mb-4 sm:mb-0">
+        <AlertTitle>
+          <Trans>Inherit organisation members</Trans>
+        </AlertTitle>
+
+        <AlertDescription className="mr-2">
+          {memberAccessTeamGroup ? (
+            <Trans>Currently all organisation members can access this team</Trans>
+          ) : (
+            <Trans>
+              You can enable access to allow all organisation members to access this team by
+              default.
+            </Trans>
+          )}
+        </AlertDescription>
+      </div>
+
+      {memberAccessTeamGroup ? (
+        <TeamMemberInheritDisableDialog group={memberAccessTeamGroup} />
+      ) : (
+        <TeamMemberInheritEnableDialog />
+      )}
+    </Alert>
+  );
+};

apps/remix/app/components/general/teams/team-layout-billing-banner.tsx

@@ -1,139 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { TeamMemberRole } from '@prisma/client';
-import { SubscriptionStatus } from '@prisma/client';
-import { AlertTriangle } from 'lucide-react';
-import { match } from 'ts-pattern';
-
-import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type TeamLayoutBillingBannerProps = {
-  subscriptionStatus: SubscriptionStatus;
-  teamId: number;
-  userRole: TeamMemberRole;
-};
-
-export const TeamLayoutBillingBanner = ({
-  subscriptionStatus,
-  teamId,
-  userRole,
-}: TeamLayoutBillingBannerProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [isOpen, setIsOpen] = useState(false);
-
-  const { mutateAsync: createBillingPortal, isPending } =
-    trpc.team.createBillingPortal.useMutation();
-
-  const handleCreatePortal = async () => {
-    try {
-      const sessionUrl = await createBillingPortal({ teamId });
-
-      window.open(sessionUrl, '_blank');
-
-      setIsOpen(false);
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(
-          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
-        ),
-        variant: 'destructive',
-        duration: 10000,
-      });
-    }
-  };
-
-  if (subscriptionStatus === SubscriptionStatus.ACTIVE) {
-    return null;
-  }
-
-  return (
-    <>
-      <div
-        className={cn({
-          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400':
-            subscriptionStatus === SubscriptionStatus.PAST_DUE,
-          'bg-destructive text-destructive-foreground':
-            subscriptionStatus === SubscriptionStatus.INACTIVE,
-        })}
-      >
-        <div className="mx-auto flex max-w-screen-xl items-center justify-center gap-x-4 px-4 py-2 text-sm font-medium">
-          <div className="flex items-center">
-            <AlertTriangle className="mr-2.5 h-5 w-5" />
-
-            {match(subscriptionStatus)
-              .with(SubscriptionStatus.PAST_DUE, () => <Trans>Payment overdue</Trans>)
-              .with(SubscriptionStatus.INACTIVE, () => <Trans>Teams restricted</Trans>)
-              .exhaustive()}
-          </div>
-
-          <Button
-            variant="ghost"
-            className={cn({
-              'text-yellow-900 hover:bg-yellow-100 hover:text-yellow-900 dark:hover:bg-yellow-500':
-                subscriptionStatus === SubscriptionStatus.PAST_DUE,
-              'text-destructive-foreground hover:bg-destructive-foreground hover:text-white':
-                subscriptionStatus === SubscriptionStatus.INACTIVE,
-            })}
-            disabled={isPending}
-            onClick={() => setIsOpen(true)}
-            size="sm"
-          >
-            <Trans>Resolve</Trans>
-          </Button>
-        </div>
-      </div>
-
-      <Dialog open={isOpen} onOpenChange={(value) => !isPending && setIsOpen(value)}>
-        <DialogContent>
-          <DialogTitle>
-            <Trans>Payment overdue</Trans>
-          </DialogTitle>
-
-          {match(subscriptionStatus)
-            .with(SubscriptionStatus.PAST_DUE, () => (
-              <DialogDescription>
-                <Trans>
-                  Your payment for teams is overdue. Please settle the payment to avoid any service
-                  disruptions.
-                </Trans>
-              </DialogDescription>
-            ))
-            .with(SubscriptionStatus.INACTIVE, () => (
-              <DialogDescription>
-                <Trans>
-                  Due to an unpaid invoice, your team has been restricted. Please settle the payment
-                  to restore full access to your team.
-                </Trans>
-              </DialogDescription>
-            ))
-            .otherwise(() => null)}
-
-          {canExecuteTeamAction('MANAGE_BILLING', userRole) && (
-            <DialogFooter>
-              <Button loading={isPending} onClick={handleCreatePortal}>
-                <Trans>Resolve payment</Trans>
-              </Button>
-            </DialogFooter>
-          )}
-        </DialogContent>
-      </Dialog>
-    </>
-  );
-};

apps/remix/app/components/general/teams/team-settings-nav-desktop.tsx

@@ -1,118 +0,0 @@
-import type { HTMLAttributes } from 'react';
-
-import { Trans } from '@lingui/react/macro';
-import { Braces, CreditCard, Globe2Icon, Settings, Settings2, Users, Webhook } from 'lucide-react';
-import { Link, useLocation, useParams } from 'react-router';
-
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-
-export type TeamSettingsNavDesktopProps = HTMLAttributes<HTMLDivElement>;
-
-export const TeamSettingsNavDesktop = ({ className, ...props }: TeamSettingsNavDesktopProps) => {
-  const { pathname } = useLocation();
-  const params = useParams();
-
-  const teamUrl = typeof params?.teamUrl === 'string' ? params?.teamUrl : '';
-
-  const settingsPath = `/t/${teamUrl}/settings`;
-  const preferencesPath = `/t/${teamUrl}/settings/preferences`;
-  const publicProfilePath = `/t/${teamUrl}/settings/public-profile`;
-  const membersPath = `/t/${teamUrl}/settings/members`;
-  const tokensPath = `/t/${teamUrl}/settings/tokens`;
-  const webhooksPath = `/t/${teamUrl}/settings/webhooks`;
-  const billingPath = `/t/${teamUrl}/settings/billing`;
-
-  return (
-    <div className={cn('flex flex-col gap-y-2', className)} {...props}>
-      <Link to={settingsPath}>
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname === settingsPath && 'bg-secondary')}
-        >
-          <Settings className="mr-2 h-5 w-5" />
-          <Trans>General</Trans>
-        </Button>
-      </Link>
-
-      <Link to={preferencesPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(preferencesPath) && 'bg-secondary',
-          )}
-        >
-          <Settings2 className="mr-2 h-5 w-5" />
-
-          <Trans>Preferences</Trans>
-        </Button>
-      </Link>
-
-      <Link to={publicProfilePath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(publicProfilePath) && 'bg-secondary',
-          )}
-        >
-          <Globe2Icon className="mr-2 h-5 w-5" />
-          <Trans>Public Profile</Trans>
-        </Button>
-      </Link>
-
-      <Link to={membersPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(membersPath) && 'bg-secondary',
-          )}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Members</Trans>
-        </Button>
-      </Link>
-
-      <Link to={tokensPath}>
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith(tokensPath) && 'bg-secondary')}
-        >
-          <Braces className="mr-2 h-5 w-5" />
-          <Trans>API Tokens</Trans>
-        </Button>
-      </Link>
-
-      <Link to={webhooksPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(webhooksPath) && 'bg-secondary',
-          )}
-        >
-          <Webhook className="mr-2 h-5 w-5" />
-          <Trans>Webhooks</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && (
-        <Link to={billingPath}>
-          <Button
-            variant="ghost"
-            className={cn(
-              'w-full justify-start',
-              pathname?.startsWith(billingPath) && 'bg-secondary',
-            )}
-          >
-            <CreditCard className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-    </div>
-  );
-};

apps/remix/app/components/general/teams/team-settings-nav-mobile.tsx

@@ -1,127 +0,0 @@
-import type { HTMLAttributes } from 'react';
-
-import { Trans } from '@lingui/react/macro';
-import { Braces, CreditCard, Globe2Icon, Key, Settings2, User, Webhook } from 'lucide-react';
-import { Link, useLocation, useParams } from 'react-router';
-
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-
-export type TeamSettingsNavMobileProps = HTMLAttributes<HTMLDivElement>;
-
-export const TeamSettingsNavMobile = ({ className, ...props }: TeamSettingsNavMobileProps) => {
-  const { pathname } = useLocation();
-  const params = useParams();
-
-  const teamUrl = typeof params?.teamUrl === 'string' ? params?.teamUrl : '';
-
-  const settingsPath = `/t/${teamUrl}/settings`;
-  const preferencesPath = `/t/${teamUrl}/preferences`;
-  const publicProfilePath = `/t/${teamUrl}/settings/public-profile`;
-  const membersPath = `/t/${teamUrl}/settings/members`;
-  const tokensPath = `/t/${teamUrl}/settings/tokens`;
-  const webhooksPath = `/t/${teamUrl}/settings/webhooks`;
-  const billingPath = `/t/${teamUrl}/settings/billing`;
-
-  return (
-    <div
-      className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)}
-      {...props}
-    >
-      <Link to={settingsPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(settingsPath) &&
-              pathname.split('/').length === 4 &&
-              'bg-secondary',
-          )}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>General</Trans>
-        </Button>
-      </Link>
-
-      <Link to={preferencesPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(preferencesPath) &&
-              pathname.split('/').length === 4 &&
-              'bg-secondary',
-          )}
-        >
-          <Settings2 className="mr-2 h-5 w-5" />
-          <Trans>Preferences</Trans>
-        </Button>
-      </Link>
-
-      <Link to={publicProfilePath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(publicProfilePath) && 'bg-secondary',
-          )}
-        >
-          <Globe2Icon className="mr-2 h-5 w-5" />
-          <Trans>Public Profile</Trans>
-        </Button>
-      </Link>
-
-      <Link to={membersPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(membersPath) && 'bg-secondary',
-          )}
-        >
-          <Key className="mr-2 h-5 w-5" />
-          <Trans>Members</Trans>
-        </Button>
-      </Link>
-
-      <Link to={tokensPath}>
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith(tokensPath) && 'bg-secondary')}
-        >
-          <Braces className="mr-2 h-5 w-5" />
-          <Trans>API Tokens</Trans>
-        </Button>
-      </Link>
-
-      <Link to={webhooksPath}>
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith(webhooksPath) && 'bg-secondary',
-          )}
-        >
-          <Webhook className="mr-2 h-5 w-5" />
-          <Trans>Webhooks</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && (
-        <Link to={billingPath}>
-          <Button
-            variant="ghost"
-            className={cn(
-              'w-full justify-start',
-              pathname?.startsWith(billingPath) && 'bg-secondary',
-            )}
-          >
-            <CreditCard className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-    </div>
-  );
-};

apps/remix/app/components/general/teams/team-transfer-status.tsx

@@ -1,126 +0,0 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { TeamMemberRole, TeamTransferVerification } from '@prisma/client';
-import { AnimatePresence } from 'framer-motion';
-import { useRevalidator } from 'react-router';
-
-import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
-import { isTokenExpired } from '@documenso/lib/utils/token-verification';
-import { trpc } from '@documenso/trpc/react';
-import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
-import { cn } from '@documenso/ui/lib/utils';
-import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type TeamTransferStatusProps = {
-  className?: string;
-  currentUserTeamRole: TeamMemberRole;
-  teamId: number;
-  transferVerification: Pick<TeamTransferVerification, 'email' | 'expiresAt' | 'name'> | null;
-};
-
-export const TeamTransferStatus = ({
-  className,
-  currentUserTeamRole,
-  teamId,
-  transferVerification,
-}: TeamTransferStatusProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-  const { revalidate } = useRevalidator();
-
-  const isExpired = transferVerification && isTokenExpired(transferVerification.expiresAt);
-
-  const { mutateAsync: deleteTeamTransferRequest, isPending } =
-    trpc.team.deleteTeamTransferRequest.useMutation({
-      onSuccess: async () => {
-        if (!isExpired) {
-          toast({
-            title: _(msg`Success`),
-            description: _(msg`The team transfer invitation has been successfully deleted.`),
-            duration: 5000,
-          });
-        }
-
-        await revalidate();
-      },
-      onError: () => {
-        toast({
-          title: _(msg`An unknown error occurred`),
-          description: _(
-            msg`We encountered an unknown error while attempting to remove this transfer. Please try again or contact support.`,
-          ),
-          variant: 'destructive',
-        });
-      },
-    });
-
-  return (
-    <AnimatePresence>
-      {transferVerification && (
-        <AnimateGenericFadeInOut>
-          <Alert
-            variant={isExpired ? 'destructive' : 'warning'}
-            className={cn(
-              'flex flex-col justify-between p-6 sm:flex-row sm:items-center',
-              className,
-            )}
-          >
-            <div>
-              <AlertTitle>
-                {isExpired ? (
-                  <Trans>Team transfer request expired</Trans>
-                ) : (
-                  <Trans>Team transfer in progress</Trans>
-                )}
-              </AlertTitle>
-
-              <AlertDescription>
-                {isExpired ? (
-                  <p className="text-sm">
-                    <Trans>
-                      The team transfer request to <strong>{transferVerification.name}</strong> has
-                      expired.
-                    </Trans>
-                  </p>
-                ) : (
-                  <section className="text-sm">
-                    <p>
-                      <Trans>
-                        A request to transfer the ownership of this team has been sent to{' '}
-                        <strong>
-                          {transferVerification.name} ({transferVerification.email})
-                        </strong>
-                      </Trans>
-                    </p>
-
-                    <p>
-                      <Trans>
-                        If they accept this request, the team will be transferred to their account.
-                      </Trans>
-                    </p>
-                  </section>
-                )}
-              </AlertDescription>
-            </div>
-
-            {canExecuteTeamAction('DELETE_TEAM_TRANSFER_REQUEST', currentUserTeamRole) && (
-              <Button
-                onClick={async () => deleteTeamTransferRequest({ teamId })}
-                loading={isPending}
-                variant={isExpired ? 'destructive' : 'ghost'}
-                className={cn('ml-auto', {
-                  'hover:bg-transparent hover:text-blue-800': !isExpired,
-                })}
-              >
-                {isExpired ? <Trans>Close</Trans> : <Trans>Cancel</Trans>}
-              </Button>
-            )}
-          </Alert>
-        </AnimateGenericFadeInOut>
-      )}
-    </AnimatePresence>
-  );
-};

apps/remix/app/components/general/template/template-drop-zone-wrapper.tsx

@@ -0,0 +1,129 @@
+import { type ReactNode, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { useNavigate, useParams } from 'react-router';
+
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export interface TemplateDropZoneWrapperProps {
+  children: ReactNode;
+  className?: string;
+}
+
+export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZoneWrapperProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const team = useCurrentTeam();
+
+  const navigate = useNavigate();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      setIsLoading(true);
+
+      const documentData = await putPdfFile(file);
+
+      const { id } = await createTemplate({
+        title: file.name,
+        templateDocumentDataId: documentData.id,
+        folderId: folderId ?? undefined,
+      });
+
+      toast({
+        title: _(msg`Template uploaded`),
+        description: _(
+          msg`Your template has been uploaded successfully. You will be redirected to the template page.`,
+        ),
+        duration: 5000,
+      });
+
+      await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
+    } catch {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`Please try again later.`),
+        variant: 'destructive',
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title: _(msg`Your template failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    //disabled: isUploadDisabled,
+    multiple: false,
+    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
+    onDrop: ([acceptedFile]) => {
+      if (acceptedFile) {
+        void onFileDrop(acceptedFile);
+      }
+    },
+    onDropRejected: () => {
+      void onFileDropRejected();
+    },
+    noClick: true,
+    noDragEventsBubbling: true,
+  });
+
+  return (
+    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
+      <input {...getInputProps()} />
+      {children}
+
+      {isDragActive && (
+        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
+            <h2 className="text-foreground text-2xl font-semibold">
+              <Trans>Upload Template</Trans>
+            </h2>
+
+            <p className="text-muted-foreground text-md mt-4">
+              <Trans>Drag and drop your PDF file here</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+
+      {isLoading && (
+        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
+            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <p className="text-foreground mt-8 font-medium">
+              <Trans>Uploading template...</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

apps/remix/app/components/general/template/template-edit-form.tsx

@@ -3,6 +3,7 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { useNavigate } from 'react-router';
+import { z } from 'zod';
 
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
@@ -10,6 +11,7 @@ import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
+import { ZDocumentAccessAuthTypesSchema } from '@documenso/lib/types/document-auth';
 import type { TTemplate } from '@documenso/lib/types/template';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -26,12 +28,11 @@ import { AddTemplateSettingsFormPartial } from '@documenso/ui/primitives/templat
 import type { TAddTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
+import { useCurrentTeam } from '~/providers/team';
 
 export type TemplateEditFormProps = {
   className?: string;
   initialTemplate: TTemplate;
-  isEnterprise: boolean;
   templateRootPath: string;
 };
 
@@ -41,14 +42,13 @@ const EditTemplateSteps: EditTemplateStep[] = ['settings', 'signers', 'fields'];
 export const TemplateEditForm = ({
   initialTemplate,
   className,
-  isEnterprise,
   templateRootPath,
 }: TemplateEditFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const navigate = useNavigate();
-  const team = useOptionalCurrentTeam();
+  const team = useCurrentTeam();
 
   const [step, setStep] = useState<EditTemplateStep>('settings');
 
@@ -127,6 +127,10 @@ export const TemplateEditForm = ({
   const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
     const { signatureTypes } = data.meta;
 
+    const parsedGlobalAccessAuth = z
+      .array(ZDocumentAccessAuthTypesSchema)
+      .safeParse(data.globalAccessAuth);
+
     try {
       await updateTemplateSettings({
         templateId: template.id,
@@ -134,11 +138,12 @@ export const TemplateEditForm = ({
           title: data.title,
           externalId: data.externalId || null,
           visibility: data.visibility,
-          globalAccessAuth: data.globalAccessAuth ?? null,
-          globalActionAuth: data.globalActionAuth ?? null,
+          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+          globalActionAuth: data.globalActionAuth ?? [],
         },
         meta: {
           ...data.meta,
+          emailReplyTo: data.meta.emailReplyTo || null,
           typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
@@ -208,7 +213,11 @@ export const TemplateEditForm = ({
         duration: 5000,
       });
 
-      await navigate(templateRootPath);
+      const templatePath = template.folderId
+        ? `${templateRootPath}/f/${template.folderId}`
+        : templateRootPath;
+
+      await navigate(templatePath);
     } catch (err) {
       console.error(err);
 
@@ -256,12 +265,11 @@ export const TemplateEditForm = ({
             <AddTemplateSettingsFormPartial
               key={recipients.length}
               template={template}
-              currentTeamMemberRole={team?.currentTeamMember?.role}
+              currentTeamMemberRole={team.currentTeamRole}
               documentFlow={documentFlow.settings}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSettingsFormSubmit}
-              isEnterprise={isEnterprise}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
@@ -274,7 +282,6 @@ export const TemplateEditForm = ({
               allowDictateNextSigner={template.templateMeta?.allowDictateNextSigner}
               templateDirectLink={template.directLink}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
-              isEnterprise={isEnterprise}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 

apps/remix/app/components/general/template/template-page-view-documents-table.tsx

@@ -28,7 +28,7 @@ import { StackAvatarsWithTooltip } from '~/components/general/stack-avatars-with
 import { DocumentsTableActionButton } from '~/components/tables/documents-table-action-button';
 import { DocumentsTableActionDropdown } from '~/components/tables/documents-table-action-dropdown';
 import { DataTableTitle } from '~/components/tables/documents-table-title';
-import { useOptionalCurrentTeam } from '~/providers/team';
+import { useCurrentTeam } from '~/providers/team';
 
 import { PeriodSelector } from '../period-selector';
 
@@ -61,7 +61,7 @@ export const TemplatePageViewDocumentsTable = ({
   const [searchParams] = useSearchParams();
   const updateSearchParams = useUpdateSearchParams();
 
-  const team = useOptionalCurrentTeam();
+  const team = useCurrentTeam();
 
   const parsedSearchParams = ZDocumentSearchParamsSchema.parse(
     Object.fromEntries(searchParams ?? []),

apps/remix/app/components/general/template/template-page-view-recipients.tsx

@@ -6,6 +6,8 @@ import { PenIcon, PlusIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { isTemplateRecipientEmailPlaceholder } from '@documenso/lib/constants/template';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 
 export type TemplatePageViewRecipientsProps = {
@@ -53,8 +55,18 @@ export const TemplatePageViewRecipients = ({
         {recipients.map((recipient) => (
           <li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
             <AvatarWithText
-              avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
-              primaryText={<p className="text-muted-foreground text-sm">{recipient.email}</p>}
+              avatarFallback={
+                isTemplateRecipientEmailPlaceholder(recipient.email)
+                  ? extractInitials(recipient.name)
+                  : recipient.email.slice(0, 1).toUpperCase()
+              }
+              primaryText={
+                isTemplateRecipientEmailPlaceholder(recipient.email) ? (
+                  <p className="text-muted-foreground text-sm">{recipient.name}</p>
+                ) : (
+                  <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                )
+              }
               secondaryText={
                 <p className="text-muted-foreground/70 text-xs">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}

apps/remix/app/components/general/user-profile-skeleton.tsx

@@ -1,5 +1,4 @@
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { File, User2 } from 'lucide-react';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
@@ -9,7 +8,10 @@ import { Button } from '@documenso/ui/primitives/button';
 
 export type UserProfileSkeletonProps = {
   className?: string;
-  user: Pick<User, 'name' | 'url'>;
+  user: {
+    name: string;
+    url: string;
+  };
   rows?: number;
 };
 

apps/remix/app/components/general/webhook-multiselect-combobox.tsx

@@ -1,96 +1,47 @@
-import { useEffect, useState } from 'react';
-
-import { Plural, Trans } from '@lingui/react/macro';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { WebhookTriggerEvents } from '@prisma/client';
-import { Check, ChevronsUpDown } from 'lucide-react';
 
 import { toFriendlyWebhookEventName } from '@documenso/lib/universal/webhook/to-friendly-webhook-event-name';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Command,
-  CommandEmpty,
-  CommandGroup,
-  CommandInput,
-  CommandItem,
-} from '@documenso/ui/primitives/command';
-import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
-
-import { truncateTitle } from '~/utils/truncate-title';
+import { MultiSelect, type Option } from '@documenso/ui/primitives/multiselect';
 
 type WebhookMultiSelectComboboxProps = {
   listValues: string[];
   onChange: (_values: string[]) => void;
 };
 
+const triggerEvents = Object.values(WebhookTriggerEvents).map((event) => ({
+  value: event,
+  label: toFriendlyWebhookEventName(event),
+}));
+
 export const WebhookMultiSelectCombobox = ({
   listValues,
   onChange,
 }: WebhookMultiSelectComboboxProps) => {
-  const [isOpen, setIsOpen] = useState(false);
-  const [selectedValues, setSelectedValues] = useState<string[]>([]);
+  const { _ } = useLingui();
 
-  const triggerEvents = Object.values(WebhookTriggerEvents);
+  const value = listValues.map((event) => ({
+    value: event,
+    label: toFriendlyWebhookEventName(event),
+  }));
 
-  useEffect(() => {
-    setSelectedValues(listValues);
-  }, [listValues]);
-
-  const allEvents = [...new Set([...triggerEvents, ...selectedValues])];
-
-  const handleSelect = (currentValue: string) => {
-    let newSelectedValues;
-
-    if (selectedValues.includes(currentValue)) {
-      newSelectedValues = selectedValues.filter((value) => value !== currentValue);
-    } else {
-      newSelectedValues = [...selectedValues, currentValue];
-    }
-
-    setSelectedValues(newSelectedValues);
-    onChange(newSelectedValues);
-    setIsOpen(false);
+  const onMutliSelectChange = (options: Option[]) => {
+    onChange(options.map((option) => option.value));
   };
 
   return (
-    <Popover open={isOpen} onOpenChange={setIsOpen}>
-      <PopoverTrigger asChild>
-        <Button
-          variant="outline"
-          role="combobox"
-          aria-expanded={isOpen}
-          className="w-[200px] justify-between"
-        >
-          <Plural value={selectedValues.length} zero="Select values" other="# selected..." />
-          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
-        </Button>
-      </PopoverTrigger>
-      <PopoverContent className="z-9999 w-full max-w-[280px] p-0">
-        <Command>
-          <CommandInput
-            placeholder={truncateTitle(
-              selectedValues.map((v) => toFriendlyWebhookEventName(v)).join(', '),
-              15,
-            )}
-          />
-          <CommandEmpty>
-            <Trans>No value found.</Trans>
-          </CommandEmpty>
-          <CommandGroup>
-            {allEvents.map((value: string, i: number) => (
-              <CommandItem key={i} onSelect={() => handleSelect(value)}>
-                <Check
-                  className={cn(
-                    'mr-2 h-4 w-4',
-                    selectedValues.includes(value) ? 'opacity-100' : 'opacity-0',
-                  )}
-                />
-                {toFriendlyWebhookEventName(value)}
-              </CommandItem>
-            ))}
-          </CommandGroup>
-        </Command>
-      </PopoverContent>
-    </Popover>
+    <MultiSelect
+      commandProps={{
+        label: _(msg`Select triggers`),
+      }}
+      defaultOptions={triggerEvents}
+      value={value}
+      onChange={onMutliSelectChange}
+      placeholder={_(msg`Select triggers`)}
+      hideClearAllButton
+      hidePlaceholderWhenSelected
+      emptyIndicator={<p className="text-center text-sm">No triggers available</p>}
+    />
   );
 };