Merge branch 'main' into feat/acroform-field-import

apps/remix/app/components/dialogs/branding-preferences-reset-dialog.tsx

@@ -0,0 +1,119 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type BrandingPreferencesResetDialogProps = {
+  hasAdvancedBranding: boolean;
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  trigger?: React.ReactNode;
+};
+
+export const BrandingPreferencesResetDialog = ({
+  hasAdvancedBranding,
+  isSubmitting,
+  onReset,
+  trigger,
+}: BrandingPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset branding preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all branding preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>Custom branding enabled setting</Trans>
+              </li>
+              <li>
+                <Trans>Branding logo</Trans>
+              </li>
+              <li>
+                <Trans>Brand website and brand details</Trans>
+              </li>
+              <li>
+                <Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
+              </li>
+
+              {hasAdvancedBranding && (
+                <>
+                  <li>
+                    <Trans>Border radius</Trans>
+                  </li>
+                  <li>
+                    <Trans>Custom CSS</Trans>
+                  </li>
+                </>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-preferences-reset-dialog.tsx

@@ -0,0 +1,122 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type DocumentPreferencesResetDialogProps = {
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  showAiFeatures?: boolean;
+  showDocumentVisibility?: boolean;
+};
+
+export const DocumentPreferencesResetDialog = ({
+  isSubmitting,
+  onReset,
+  showAiFeatures = false,
+  showDocumentVisibility = false,
+}: DocumentPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+          <Trans>Reset to defaults</Trans>
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset document preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all document preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              {showDocumentVisibility && (
+                <li>
+                  <Trans>Default document visibility</Trans>
+                </li>
+              )}
+              <li>
+                <Trans>Default document language</Trans>
+              </li>
+              <li>
+                <Trans>Default date format</Trans>
+              </li>
+              <li>
+                <Trans>Default time zone</Trans>
+              </li>
+              <li>
+                <Trans>Default signature settings</Trans>
+              </li>
+              <li>
+                <Trans>Default recipients</Trans>
+              </li>
+              <li>
+                <Trans>Delegate document ownership</Trans>
+              </li>
+              {showAiFeatures && (
+                <li>
+                  <Trans>AI features</Trans>
+                </li>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/envelopes-bulk-download-dialog.tsx

@@ -0,0 +1,377 @@
+import {
+  createZipWriter,
+  sanitizeZipPathSegment,
+  type ZipFileEntry,
+} from '@documenso/lib/client-only/create-zip-writer';
+import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { fetchPDF } from '@documenso/lib/client-only/download-pdf';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { RadioGroupSegmented, RadioGroupSegmentedItem } from '@documenso/ui/primitives/radio-group';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { plural } from '@lingui/core/macro';
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus } from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useRef, useState } from 'react';
+import { match } from 'ts-pattern';
+
+/**
+ * The maximum number of documents that can be downloaded in a single bulk
+ * download. Each document requires fetching its full PDFs into the browser,
+ * so this bounds both request volume and blob storage usage. Matches the
+ * spirit of the server-side 100 cap on bulk move/delete/cancel.
+ */
+export const MAX_BULK_DOWNLOAD_ENVELOPES = 50;
+
+type BulkDownloadVersion = 'signed' | 'original' | 'pending';
+
+export type EnvelopeBulkDownloadItem = {
+  id: string;
+  title: string;
+  status: DocumentStatus;
+
+  /**
+   * Whether the envelope is a legacy (v1) envelope. Legacy envelopes use a
+   * different field-rendering pipeline that the partial PDF helper does not
+   * implement, so the Partial option is hidden for them.
+   */
+  isLegacy: boolean;
+};
+
+const getDefaultVersion = (envelope: EnvelopeBulkDownloadItem): BulkDownloadVersion =>
+  envelope.status === DocumentStatus.COMPLETED ? 'signed' : 'original';
+
+export type EnvelopesBulkDownloadDialogProps = {
+  envelopes: EnvelopeBulkDownloadItem[];
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSuccess?: (successfulEnvelopeIds: string[]) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopesBulkDownloadDialog = ({
+  envelopes,
+  open,
+  onOpenChange,
+  onSuccess,
+  ...props
+}: EnvelopesBulkDownloadDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [versionMap, setVersionMap] = useState<Record<string, BulkDownloadVersion>>({});
+  const [progress, setProgress] = useState(0);
+  const [isDownloading, setIsDownloading] = useState(false);
+
+  const abortRef = useRef(false);
+
+  const trpcUtils = trpc.useUtils();
+
+  const isOverDownloadLimit = envelopes.length > MAX_BULK_DOWNLOAD_ENVELOPES;
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+
+    setVersionMap(Object.fromEntries(envelopes.map((envelope) => [envelope.id, getDefaultVersion(envelope)])));
+    setProgress(0);
+  }, [open]);
+
+  const getDownloadVersion = (envelope: EnvelopeBulkDownloadItem): BulkDownloadVersion =>
+    versionMap[envelope.id] ?? getDefaultVersion(envelope);
+
+  /**
+   * The version options selectable for an envelope, mirroring the gating used
+   * by the single envelope download dialog:
+   *   - COMPLETED: signed or original.
+   *   - PENDING (non-legacy): partial or original. Legacy envelopes use a
+   *     field-rendering pipeline the partial PDF helper does not implement.
+   *   - Anything else: original only, so no choice is shown.
+   */
+  const getVersionOptions = (
+    envelope: EnvelopeBulkDownloadItem,
+  ): { value: BulkDownloadVersion; label: string }[] | null => {
+    if (envelope.status === DocumentStatus.COMPLETED) {
+      return [
+        { value: 'signed', label: t({ message: 'Signed', context: 'Signed document (adjective)' }) },
+        { value: 'original', label: t({ message: 'Original', context: 'Original document (adjective)' }) },
+      ];
+    }
+
+    if (envelope.status === DocumentStatus.PENDING && !envelope.isLegacy) {
+      return [
+        { value: 'pending', label: t({ message: 'Partial', context: 'Partially signed document (adjective)' }) },
+        { value: 'original', label: t({ message: 'Original', context: 'Original document (adjective)' }) },
+      ];
+    }
+
+    return null;
+  };
+
+  const getStatusLabel = (status: DocumentStatus) =>
+    match(status)
+      .with(DocumentStatus.COMPLETED, () => t`Completed`)
+      .with(DocumentStatus.PENDING, () => t`Pending`)
+      .with(DocumentStatus.DRAFT, () => t`Draft`)
+      .with(DocumentStatus.REJECTED, () => t`Rejected`)
+      .with(DocumentStatus.CANCELLED, () => t`Cancelled`)
+      .exhaustive();
+
+  const onDownload = async () => {
+    if (envelopes.length === 0 || isOverDownloadLimit || isDownloading) {
+      return;
+    }
+
+    abortRef.current = false;
+    setIsDownloading(true);
+    setProgress(0);
+
+    const zipWriter = createZipWriter();
+
+    const successfulEnvelopeIds: string[] = [];
+    let failedDownloads = 0;
+
+    try {
+      for (const envelope of envelopes) {
+        if (abortRef.current) {
+          break;
+        }
+
+        try {
+          const downloadVersion = getDownloadVersion(envelope);
+
+          const { data: envelopeItems } = await trpcUtils.envelope.item.getManyByToken.fetch({
+            envelopeId: envelope.id,
+            access: {
+              type: 'user',
+            },
+          });
+
+          // Each envelope's items are grouped in their own folder. The id
+          // prefix guarantees uniqueness, the truncated title keeps it
+          // readable without risking overly long extraction paths.
+          const folderName = sanitizeZipPathSegment(`${envelope.id}_${envelope.title}`.slice(0, 96));
+
+          // Buffer this envelope's files before writing so a failed envelope
+          // is either fully in the zip or not at all. Files from previous
+          // envelopes have already been written to the zip stream and freed.
+          const envelopeFiles: ZipFileEntry[] = [];
+
+          for (const envelopeItem of envelopeItems) {
+            const { filename, blob } = await fetchPDF({
+              envelopeItem,
+              token: undefined,
+              fileName: envelopeItem.title,
+              version: downloadVersion,
+            });
+
+            envelopeFiles.push({
+              filename: `${folderName}/${sanitizeZipPathSegment(filename)}`,
+              data: blob,
+            });
+          }
+
+          for (const file of envelopeFiles) {
+            await zipWriter.addFile(file);
+          }
+
+          successfulEnvelopeIds.push(envelope.id);
+        } catch (error) {
+          console.error(error);
+          failedDownloads++;
+        }
+
+        setProgress((p) => p + 1);
+      }
+
+      // The user intentionally stopped the download, discard anything fetched
+      // so far without toasting an error.
+      if (abortRef.current) {
+        zipWriter.abort();
+        return;
+      }
+
+      if (successfulEnvelopeIds.length === 0) {
+        zipWriter.abort();
+
+        toast({
+          title: t`Error`,
+          description: t`An error occurred while downloading the documents.`,
+          variant: 'destructive',
+        });
+        return;
+      }
+
+      try {
+        downloadFile({
+          filename: `documenso-documents-${new Date().toISOString().slice(0, 10)}.zip`,
+          data: zipWriter.finalize(),
+        });
+      } catch (error) {
+        console.error(error);
+
+        zipWriter.abort();
+
+        toast({
+          title: t`Error`,
+          description: t`An error occurred while downloading the documents.`,
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      if (failedDownloads > 0) {
+        toast({
+          title: t`Documents partially downloaded`,
+          description: t`${plural(successfulEnvelopeIds.length, {
+            one: '# document downloaded.',
+            other: '# documents downloaded.',
+          })} ${plural(failedDownloads, {
+            one: '# document could not be downloaded.',
+            other: '# documents could not be downloaded.',
+          })}`,
+          variant: 'destructive',
+        });
+        onSuccess?.(successfulEnvelopeIds);
+        return;
+      }
+
+      toast({
+        title: t`Documents downloaded`,
+        description: plural(successfulEnvelopeIds.length, {
+          one: '# document has been downloaded.',
+          other: '# documents have been downloaded.',
+        }),
+      });
+
+      onSuccess?.(successfulEnvelopeIds);
+      onOpenChange(false);
+    } finally {
+      setIsDownloading(false);
+    }
+  };
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => {
+        if (!isDownloading) {
+          onOpenChange(value);
+        }
+      }}
+    >
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Download Documents</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Plural
+              value={envelopes.length}
+              one="Select the version to download for the selected document."
+              other="Select the version to download for each of the # selected documents."
+            />
+          </DialogDescription>
+        </DialogHeader>
+
+        {isOverDownloadLimit && (
+          <Alert variant="warning">
+            <AlertDescription>
+              <Trans>
+                You can download up to {MAX_BULK_DOWNLOAD_ENVELOPES} documents at a time. Deselect some documents to
+                continue.
+              </Trans>
+            </AlertDescription>
+          </Alert>
+        )}
+
+        <fieldset disabled={isDownloading} className="space-y-4">
+          <div className="-mx-3 max-h-96 overflow-y-auto px-3">
+            <div className="divide-y divide-border rounded-lg border border-border">
+              {envelopes.map((envelope) => {
+                const versionOptions = getVersionOptions(envelope);
+
+                return (
+                  <div key={envelope.id} className="flex items-center gap-3 px-3 py-2.5">
+                    <div className="min-w-0 flex-1">
+                      <p className="truncate font-medium text-foreground text-sm" title={envelope.title}>
+                        {envelope.title}
+                      </p>
+                      <p className="text-muted-foreground text-xs">{getStatusLabel(envelope.status)}</p>
+                    </div>
+
+                    {versionOptions && (
+                      <RadioGroupSegmented
+                        className="shrink-0"
+                        value={getDownloadVersion(envelope)}
+                        onValueChange={(value) =>
+                          setVersionMap((prev) => ({
+                            ...prev,
+                            [envelope.id]: value as BulkDownloadVersion,
+                          }))
+                        }
+                        aria-label={t`Download version for ${envelope.title}`}
+                      >
+                        {versionOptions.map((option) => (
+                          <RadioGroupSegmentedItem key={option.value} value={option.value}>
+                            {option.label}
+                          </RadioGroupSegmentedItem>
+                        ))}
+                      </RadioGroupSegmented>
+                    )}
+                  </div>
+                );
+              })}
+            </div>
+          </div>
+
+          {isDownloading && (
+            <p className="text-muted-foreground text-sm">
+              <Trans>
+                Downloading {progress} / {envelopes.length}...
+              </Trans>
+            </p>
+          )}
+
+          <DialogFooter>
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => {
+                if (isDownloading) {
+                  abortRef.current = true;
+                } else {
+                  onOpenChange(false);
+                }
+              }}
+            >
+              {isDownloading ? <Trans>Stop</Trans> : <Trans>Cancel</Trans>}
+            </Button>
+
+            <Button
+              type="button"
+              onClick={() => void onDownload()}
+              loading={isDownloading}
+              disabled={envelopes.length === 0 || isOverDownloadLimit}
+            >
+              <Trans>Download</Trans>
+            </Button>
+          </DialogFooter>
+        </fieldset>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-create-dialog.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';
 
 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });
 
 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
       toast({
         description: t`Folder created successfully`,
       });
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: t`Failed to create folder`,
         description: t`An unknown error occurred while creating the folder.`,

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

apps/remix/app/components/dialogs/folder-update-dialog.tsx

@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
   folder: TFolderWithSubfolders | null;
   isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   visibility: z.nativeEnum(DocumentVisibility).optional(),
 });
 
@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
 
 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
   const { t } = useLingui();
-  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();

apps/remix/app/components/dialogs/organisation-create-dialog.tsx

@@ -1,7 +1,7 @@
 import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
 import { parseMessageDescriptorMacro } from '@documenso/lib/utils/i18n';
@@ -336,7 +336,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
         >
           <div className="w-full text-left">
             <div className="flex items-center justify-between">
-              <p className="text-medium">
+              <p className="font-medium">
                 <Trans context="Plan price">Free</Trans>
               </p>
 
@@ -380,7 +380,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
         ))}
 
         <Link
-          to="https://documen.so/enterprise-cta"
+          to={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
           target="_blank"
           className="flex items-center space-x-2 rounded-md border bg-muted/30 p-4"
         >

apps/remix/app/components/dialogs/organisation-email-domain-delete-dialog.tsx

@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
                     <FormLabel>
                       <Trans>
                         Confirm by typing{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

apps/remix/app/components/dialogs/organisation-member-invite-dialog.tsx

@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
                           <button
                             type="button"
                             className={cn(
-                              'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                              'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                               index === 0 ? 'mt-8' : 'mt-0',
                             )}
                             disabled={organisationMemberInvites.length === 1}

apps/remix/app/components/dialogs/passkey-create-dialog.tsx

@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });
 
 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;

apps/remix/app/components/dialogs/team-email-delete-dialog.tsx

@@ -17,28 +17,25 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Prisma } from '@prisma/client';
+import type { Team, TeamEmail, TeamEmailVerification } from '@prisma/client';
 import { useState } from 'react';
 import { useRevalidator } from 'react-router';
 
 export type TeamEmailDeleteDialogProps = {
   trigger?: React.ReactNode;
   teamName: string;
-  team: Prisma.TeamGetPayload<{
-    include: {
-      teamEmail: true;
-      emailVerification: {
-        select: {
-          expiresAt: true;
-          name: true;
-          email: true;
-        };
-      };
-    };
-  }>;
+  team: Pick<Team, 'id' | 'avatarImageId' | 'name'>;
+  teamEmail: Pick<TeamEmail, 'email' | 'name'> | null;
+  emailVerification: Pick<TeamEmailVerification, 'email' | 'name' | 'expiresAt'> | null;
 };
 
-export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDeleteDialogProps) => {
+export const TeamEmailDeleteDialog = ({
+  trigger,
+  teamName,
+  team,
+  teamEmail,
+  emailVerification,
+}: TeamEmailDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
@@ -83,11 +80,11 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
     });
 
   const onRemove = async () => {
-    if (team.teamEmail) {
+    if (teamEmail) {
       await deleteTeamEmail({ teamId: team.id });
     }
 
-    if (team.emailVerification) {
+    if (emailVerification) {
       await deleteTeamEmailVerification({ teamId: team.id });
     }
 
@@ -121,13 +118,13 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
           <AvatarWithText
             avatarClass="h-12 w-12"
             avatarSrc={formatAvatarUrl(team.avatarImageId)}
-            avatarFallback={extractInitials((team.teamEmail?.name || team.emailVerification?.name) ?? '')}
+            avatarFallback={extractInitials((teamEmail?.name || emailVerification?.name) ?? '')}
             primaryText={
               <span className="font-semibold text-foreground/80 text-sm">
-                {team.teamEmail?.name || team.emailVerification?.name}
+                {teamEmail?.name || emailVerification?.name}
               </span>
             }
-            secondaryText={<span className="text-sm">{team.teamEmail?.email || team.emailVerification?.email}</span>}
+            secondaryText={<span className="text-sm">{teamEmail?.email || emailVerification?.email}</span>}
           />
         </Alert>
 

apps/remix/app/components/dialogs/team-email-update-dialog.tsx

@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -19,20 +20,21 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
-  teamEmail: TeamEmail;
+  teamId: number;
+  teamEmail: Pick<TeamEmail, 'email' | 'name'>;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZUpdateTeamEmailFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
-});
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
+  data: true,
+}).shape.data;
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
-export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
+export const TeamEmailUpdateDialog = ({ teamId, teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { t } = useLingui();
@@ -44,6 +46,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
     defaultValues: {
       name: teamEmail.name,
     },
+    mode: 'onSubmit',
   });
 
   const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();
@@ -51,7 +54,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
   const onFormSubmit = async ({ name }: TUpdateTeamEmailFormSchema) => {
     try {
       await updateTeamEmail({
-        teamId: teamEmail.teamId,
+        teamId,
         data: {
           name,
         },

apps/remix/app/components/dialogs/token-create-dialog.tsx

@@ -0,0 +1,250 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
+import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import type { z } from 'zod';
+
+import { useCurrentTeam } from '~/providers/team';
+
+const NEVER_EXPIRE = 'NEVER' as const;
+
+export const EXPIRATION_DATES = {
+  ONE_WEEK: msg`7 days`,
+  ONE_MONTH: msg`1 month`,
+  THREE_MONTHS: msg`3 months`,
+  SIX_MONTHS: msg`6 months`,
+  ONE_YEAR: msg`12 months`,
+  [NEVER_EXPIRE]: msg`Never`,
+} as const;
+
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
+  tokenName: true,
+  expirationDate: true,
+});
+
+type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
+
+export type TokenCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useCurrentTeam();
+
+  const [open, setOpen] = useState(false);
+  const [createdToken, setCreatedToken] = useState<string | null>(null);
+
+  const form = useForm<TCreateTokenFormSchema>({
+    resolver: zodResolver(ZCreateTokenFormSchema),
+    defaultValues: {
+      tokenName: '',
+      expirationDate: 'THREE_MONTHS',
+    },
+  });
+
+  const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
+
+  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
+    try {
+      const { token } = await createToken({
+        teamId: team.id,
+        tokenName,
+        expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
+      });
+
+      setCreatedToken(token);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
+        .otherwise(() => msg`Something went wrong. Please try again later.`);
+
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (open) {
+      form.reset();
+      setCreatedToken(null);
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button className="flex-shrink-0">
+            <Trans>Create token</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent
+        className="max-w-lg"
+        position="center"
+        onInteractOutside={(event) => {
+          // Prevent losing the created token by accidentally clicking outside the dialog.
+          if (createdToken) {
+            event.preventDefault();
+          }
+        }}
+      >
+        {createdToken ? (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Token created</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <div className="relative">
+              <Input
+                className="pr-12 font-mono text-sm"
+                aria-label={_(msg`Your new API token`)}
+                name="createdToken"
+                readOnly
+                value={createdToken}
+              />
+              <div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
+                <CopyTextButton
+                  value={createdToken}
+                  onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
+                />
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" onClick={() => setOpen(false)}>
+                <Trans>Done</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        ) : (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Create API token</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Use API tokens to authenticate with the Documenso API.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)}>
+                <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
+                  <FormField
+                    control={form.control}
+                    name="tokenName"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel required>
+                          <Trans>Name</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Input className="bg-background" {...field} />
+                        </FormControl>
+
+                        <FormDescription>
+                          <Trans>A name to help you identify this token later.</Trans>
+                        </FormDescription>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name="expirationDate"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>
+                          <Trans>Expires in</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
+                            <SelectTrigger className="bg-background">
+                              <SelectValue />
+                            </SelectTrigger>
+
+                            <SelectContent>
+                              {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
+                                <SelectItem key={key} value={key}>
+                                  {_(date)}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+
+                    <Button type="submit" loading={form.formState.isSubmitting}>
+                      <Trans>Create token</Trans>
+                    </Button>
+                  </DialogFooter>
+                </fieldset>
+              </form>
+            </Form>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/token-delete-dialog.tsx

@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
-            <Trans>Are you sure you want to delete this token?</Trans>
+            <Trans>Delete token</Trans>
           </DialogTitle>
 
           <DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
 
@@ -139,21 +139,18 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
               />
 
               <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
-                  <Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
+                <Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
 
-                  <Button
-                    type="submit"
-                    variant="destructive"
-                    className="flex-1"
-                    disabled={!form.formState.isValid}
-                    loading={form.formState.isSubmitting}
-                  >
-                    <Trans>I'm sure! Delete it</Trans>
-                  </Button>
-                </div>
+                <Button
+                  type="submit"
+                  variant="destructive"
+                  disabled={!form.formState.isValid}
+                  loading={form.formState.isSubmitting}
+                >
+                  <Trans>Delete</Trans>
+                </Button>
               </DialogFooter>
             </fieldset>
           </form>

apps/remix/app/components/dialogs/webhook-delete-dialog.tsx

@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

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

@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
             {selectedField && (
               <div
                 className={cn(
-                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
+                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
                   selectedRecipientStyles.base,
                   {
                     '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,

apps/remix/app/components/embed/embed-document-signing-page-v1.tsx

@@ -1,6 +1,7 @@
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -32,6 +33,7 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { BrandingLogo } from '~/components/general/branding-logo';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
 import { injectCss } from '~/utils/css-vars';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
 
 import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
@@ -162,9 +164,12 @@ export const EmbedSignDocumentV1ClientPage = ({
         );
       }
 
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`We were unable to submit this document at this time. Please try again later.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
     }

apps/remix/app/components/embed/multisign/multi-sign-document-signing-view.tsx

@@ -26,6 +26,7 @@ import { useState } from 'react';
 import { match, P } from 'ts-pattern';
 
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
 
 import { useRequiredDocumentSigningContext } from '../../general/document-signing/document-signing-provider';
 import { DocumentSigningRejectDialog } from '../../general/document-signing/document-signing-reject-dialog';
@@ -141,9 +142,12 @@ export const MultiSignDocumentSigningView = ({
     } catch (err) {
       onDocumentError?.();
 
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Error`),
-        description: _(msg`Failed to complete the document. Please try again.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
     } finally {

apps/remix/app/components/forms/branding-preferences-form.tsx

@@ -1,7 +1,13 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
+import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,20 +24,22 @@ import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
-
-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
+import { InheritableField } from './inheritable-field';
 
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
   brandingLogo: z
     .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+    .refine(
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
     .nullish(),
   brandingUrl: z.string().url().optional().or(z.literal('')),
   brandingCompanyDetails: z.string().max(500).optional(),
@@ -69,6 +77,7 @@ export function BrandingPreferencesForm({
 
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
+  const [colorPickerKey, setColorPickerKey] = useState(0);
 
   const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
   const initialColors = parsedColors.success ? parsedColors.data : {};
@@ -91,6 +100,42 @@ export function BrandingPreferencesForm({
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
+  const hasResetBrandingColors =
+    settings.brandingColors === null ||
+    settings.brandingColors === undefined ||
+    (parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
+
+  // Only show the reset action when the saved settings actually differ from the
+  // defaults, so it never renders as a pointless disabled button.
+  const isResetToDefaultsVisible =
+    settings.brandingEnabled !== (canInherit ? null : false) ||
+    !!settings.brandingLogo ||
+    !!settings.brandingUrl ||
+    !!settings.brandingCompanyDetails ||
+    !!settings.brandingCss ||
+    !hasResetBrandingColors;
+
+  const handleResetToDefaults = async () => {
+    const data: TBrandingPreferencesFormSchema = {
+      brandingEnabled: canInherit ? null : false,
+      brandingLogo: null,
+      brandingUrl: '',
+      brandingCompanyDetails: '',
+      brandingColors: {},
+      brandingCss: '',
+    };
+
+    await onFormSubmit(data);
+
+    if (previewUrl.startsWith('blob:')) {
+      URL.revokeObjectURL(previewUrl);
+    }
+
+    setPreviewUrl('');
+    setColorPickerKey((key) => key + 1);
+    form.reset(data);
+  };
+
   const getSavedLogoPreviewUrl = () => {
     if (!settings.brandingLogo) {
       return '';
@@ -166,11 +211,13 @@ export function BrandingPreferencesForm({
             control={form.control}
             name="brandingEnabled"
             render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Enable Custom Branding</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Enable Custom Branding</Trans>}
+                testId="branding-enabled"
+              >
                 <FormControl>
                   <Select
                     {...field}
@@ -208,7 +255,7 @@ export function BrandingPreferencesForm({
                     <Trans>Enable custom branding for all documents in this organisation</Trans>
                   )}
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -219,11 +266,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingLogo"
               render={({ field: { value: _value, onChange, ...field } }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Branding Logo</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!previewUrl}
+                  label={<Trans>Branding Logo</Trans>}
+                  testId="branding-logo"
+                >
                   <div className="flex flex-col gap-4">
                     <div className="relative h-48 w-full overflow-hidden rounded-lg border border-border bg-background">
                       {previewUrl ? (
@@ -245,7 +294,7 @@ export function BrandingPreferencesForm({
                       <FormControl className="relative">
                         <Input
                           type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                           disabled={!isBrandingEnabled}
                           onChange={(e) => {
                             const file = e.target.files?.[0];
@@ -301,7 +350,7 @@ export function BrandingPreferencesForm({
                       )}
                     </FormDescription>
                   </div>
-                </FormItem>
+                </InheritableField>
               )}
             />
 
@@ -309,11 +358,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingUrl"
               render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Brand Website</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!field.value}
+                  label={<Trans>Brand Website</Trans>}
+                  testId="branding-url"
+                >
                   <FormControl>
                     <Input type="url" placeholder="https://example.com" disabled={!isBrandingEnabled} {...field} />
                   </FormControl>
@@ -328,7 +379,7 @@ export function BrandingPreferencesForm({
                       </span>
                     )}
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
 
@@ -336,11 +387,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingCompanyDetails"
               render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Brand Details</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!field.value}
+                  label={<Trans>Brand Details</Trans>}
+                  testId="branding-company-details"
+                >
                   <FormControl>
                     <Textarea
                       placeholder={t`Enter your brand details`}
@@ -360,7 +413,7 @@ export function BrandingPreferencesForm({
                       </span>
                     )}
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           </div>
@@ -392,6 +445,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`background-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -415,6 +469,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -438,6 +493,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -461,6 +517,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -484,6 +541,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`border-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -507,6 +565,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`ring-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -588,6 +647,15 @@ export function BrandingPreferencesForm({
             isDirty={hasUnsavedChanges}
             isSubmitting={form.formState.isSubmitting}
             onReset={handleReset}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <BrandingPreferencesResetDialog
+                  hasAdvancedBranding={hasAdvancedBranding}
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                />
+              ) : undefined
+            }
           />
         </fieldset>
       </form>

apps/remix/app/components/forms/certificate-preferences-form.tsx

@@ -0,0 +1,169 @@
+import { Form, FormControl, FormDescription, FormField } from '@documenso/ui/primitives/form/form';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZCertificatePreferencesFormSchema = z.object({
+  includeSigningCertificate: z.boolean().nullable(),
+  includeAuditLog: z.boolean().nullable(),
+});
+
+export type TCertificatePreferencesFormSchema = z.infer<typeof ZCertificatePreferencesFormSchema>;
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'includeSigningCertificate' | 'includeAuditLog'>;
+
+export type CertificatePreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TCertificatePreferencesFormSchema) => Promise<void>;
+};
+
+export const CertificatePreferencesForm = ({ settings, canInherit, onFormSubmit }: CertificatePreferencesFormProps) => {
+  const form = useForm<TCertificatePreferencesFormSchema>({
+    defaultValues: {
+      includeSigningCertificate: settings.includeSigningCertificate,
+      includeAuditLog: settings.includeAuditLog,
+    },
+    resolver: zodResolver(ZCertificatePreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="includeSigningCertificate"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Signing Certificate in the Document</Trans>}
+                testId="include-signing-certificate"
+              >
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value === null ? '-1' : field.value.toString()}
+                    onValueChange={(value) =>
+                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                    }
+                  >
+                    <SelectTrigger
+                      className="bg-background text-muted-foreground"
+                      data-testid="include-signing-certificate-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the signing certificate will be included in the document when it is downloaded. The
+                    signing certificate can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="includeAuditLog"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Audit Logs in the Document</Trans>}
+                testId="include-audit-log"
+              >
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value === null ? '-1' : field.value.toString()}
+                    onValueChange={(value) =>
+                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                    }
+                  >
+                    <SelectTrigger
+                      className="bg-background text-muted-foreground"
+                      data-testid="include-audit-log-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
+                    logs can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/remix/app/components/forms/document-preferences-form.tsx

@@ -1,51 +1,35 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
 import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
 import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
-import {
-  type TEnvelopeExpirationPeriod,
-  ZEnvelopeExpirationPeriod,
-} from '@documenso/lib/constants/envelope-expiration';
-import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
 import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
 import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
-import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
+import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
+import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
-import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
-import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
-import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Combobox } from '@documenso/ui/primitives/combobox';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
 import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
-import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
+import { DocumentVisibility, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
-
+import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
-
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
 
 /**
  * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -56,15 +40,10 @@ export type TDocumentPreferencesFormSchema = {
   documentLanguage: (typeof SUPPORTED_LANGUAGE_CODES)[number] | null;
   documentTimezone: string | null;
   documentDateFormat: TDocumentMetaDateFormat | null;
-  includeSenderDetails: boolean | null;
-  includeSigningCertificate: boolean | null;
-  includeAuditLog: boolean | null;
   signatureTypes: DocumentSignatureType[];
   defaultRecipients: TDefaultRecipients | null;
   delegateDocumentOwnership: boolean | null;
   aiFeaturesEnabled: boolean | null;
-  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
-  reminderSettings: TEnvelopeReminderSettings | null;
 };
 
 type SettingsSubset = Pick<
@@ -73,80 +52,85 @@ type SettingsSubset = Pick<
   | 'documentLanguage'
   | 'documentTimezone'
   | 'documentDateFormat'
-  | 'includeSenderDetails'
-  | 'includeSigningCertificate'
-  | 'includeAuditLog'
   | 'typedSignatureEnabled'
   | 'uploadSignatureEnabled'
   | 'drawSignatureEnabled'
   | 'defaultRecipients'
   | 'delegateDocumentOwnership'
   | 'aiFeaturesEnabled'
-  | 'envelopeExpirationPeriod'
-  | 'reminderSettings'
 >;
 
 export type DocumentPreferencesFormProps = {
   settings: SettingsSubset;
   canInherit: boolean;
-  isAiFeaturesConfigured?: boolean;
   onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };
 
-export const DocumentPreferencesForm = ({
-  settings,
-  onFormSubmit,
-  canInherit,
-  isAiFeaturesConfigured = false,
-}: DocumentPreferencesFormProps) => {
+const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
+  const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
+
+  return {
+    documentVisibility: settings.documentVisibility,
+    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
+    documentTimezone: settings.documentTimezone,
+    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
+    signatureTypes: extractTeamSignatureSettings({ ...settings }),
+    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
+    delegateDocumentOwnership: settings.delegateDocumentOwnership,
+    aiFeaturesEnabled: settings.aiFeaturesEnabled,
+  };
+};
+
+export const DocumentPreferencesForm = ({ settings, onFormSubmit, canInherit }: DocumentPreferencesFormProps) => {
   const { _ } = useLingui();
-  const { user, organisations } = useSession();
+  const { organisations } = useSession();
   const currentOrganisation = useCurrentOrganisation();
   const optionalTeam = useOptionalCurrentTeam();
 
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-  const isPersonalOrganisation = currentOrganisation.type === OrganisationType.PERSONAL;
+  const isAiFeaturesConfigured = IS_AI_FEATURES_CONFIGURED();
 
-  const placeholderEmail = user.email ?? 'user@example.com';
+  const isPersonalLayoutMode = isPersonalLayout(organisations);
 
   const ZDocumentPreferencesFormSchema = z.object({
     documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
     documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
     documentTimezone: z.string().nullable(),
-    documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
-    includeSenderDetails: z.boolean().nullable(),
-    includeSigningCertificate: z.boolean().nullable(),
-    includeAuditLog: z.boolean().nullable(),
+    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
     signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
       message: msg`At least one signature type must be enabled`.id,
     }),
     defaultRecipients: ZDefaultRecipientsSchema.nullable(),
     delegateDocumentOwnership: z.boolean().nullable(),
     aiFeaturesEnabled: z.boolean().nullable(),
-    envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
-    reminderSettings: ZEnvelopeReminderSettings.nullable(),
   });
 
+  const defaultValues = getDocumentPreferencesFormValues(settings);
+  const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
+  const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
+  const resetValues = {
+    ...baseResetValues,
+    aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
+  };
+
   const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues: {
-      documentVisibility: settings.documentVisibility,
-      documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
-      documentTimezone: settings.documentTimezone,
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
-      includeSenderDetails: settings.includeSenderDetails,
-      includeSigningCertificate: settings.includeSigningCertificate,
-      includeAuditLog: settings.includeAuditLog,
-      signatureTypes: extractTeamSignatureSettings({ ...settings }),
-      defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
-      delegateDocumentOwnership: settings.delegateDocumentOwnership,
-      aiFeaturesEnabled: settings.aiFeaturesEnabled,
-      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-      reminderSettings: settings.reminderSettings ?? null,
-    },
+    defaultValues,
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
+  // Parse both sides through the schema so we compare canonical representations
+  const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
+  const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
+
+  const isResetToDefaultsVisible =
+    !parsedCurrentValues.success ||
+    !parsedResetValues.success ||
+    JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
+
+  const handleResetToDefaults = async () => {
+    await onFormSubmit(resetValues);
+    form.reset(resetValues);
+  };
+
   const handleFormSubmit = form.handleSubmit(async (data) => {
     try {
       await onFormSubmit(data);
@@ -162,17 +146,19 @@ export const DocumentPreferencesForm = ({
   return (
     <Form {...form}>
       <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {!isPersonalLayoutMode && (
             <FormField
               control={form.control}
               name="documentVisibility"
               render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Default Document Visibility</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Default Document Visibility</Trans>}
+                  testId="document-visibility"
+                >
                   <FormControl>
                     <Select
                       {...field}
@@ -209,7 +195,7 @@ export const DocumentPreferencesForm = ({
                   <FormDescription>
                     <Trans>Controls the default visibility of an uploaded document.</Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           )}
@@ -218,11 +204,13 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentLanguage"
             render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Document Language</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Document Language</Trans>}
+                testId="document-language"
+              >
                 <FormControl>
                   <Select
                     {...field}
@@ -256,7 +244,7 @@ export const DocumentPreferencesForm = ({
                     communications with the recipients.
                   </Trans>
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -264,11 +252,12 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentDateFormat"
             render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Default Date Format</Trans>
-                </FormLabel>
-
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Date Format</Trans>}
+                testId="document-date-format"
+              >
                 <FormControl>
                   <Select
                     value={field.value === null ? '-1' : field.value}
@@ -295,7 +284,7 @@ export const DocumentPreferencesForm = ({
                 </FormControl>
 
                 <FormMessage />
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -303,11 +292,12 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentTimezone"
             render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Default Time Zone</Trans>
-                </FormLabel>
-
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Time Zone</Trans>}
+                testId="document-timezone"
+              >
                 <FormControl>
                   <Combobox
                     triggerPlaceholder={canInherit ? t`Inherit from organisation` : t`Local timezone`}
@@ -320,7 +310,7 @@ export const DocumentPreferencesForm = ({
                 </FormControl>
 
                 <FormMessage />
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -328,12 +318,18 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="signatureTypes"
             render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel className="flex flex-row items-center">
-                  <Trans>Default Signature Settings</Trans>
-                  <DocumentSignatureSettingsTooltip />
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={canInherit && (field.value === null || field.value.length === 0)}
+                label={
+                  <span className="flex flex-row items-center">
+                    <Trans>Default Signature Settings</Trans>
+                    <DocumentSignatureSettingsTooltip />
+                  </span>
+                }
+                testId="signature-types"
+              >
                 <FormControl>
                   <MultiSelectCombobox
                     options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
@@ -356,179 +352,7 @@ export const DocumentPreferencesForm = ({
                     <Trans>Controls which signatures are allowed to be used when signing a document.</Trans>
                   </FormDescription>
                 )}
-              </FormItem>
-            )}
-          />
-
-          {!isPersonalLayoutMode && !isPersonalOrganisation && (
-            <FormField
-              control={form.control}
-              name="includeSenderDetails"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Send on Behalf of Team</Trans>
-                  </FormLabel>
-
-                  <FormControl>
-                    <Select
-                      {...field}
-                      value={field.value === null ? '-1' : field.value.toString()}
-                      onValueChange={(value) =>
-                        field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                      }
-                    >
-                      <SelectTrigger
-                        className="bg-background text-muted-foreground"
-                        data-testid="include-sender-details-trigger"
-                      >
-                        <SelectValue />
-                      </SelectTrigger>
-
-                      <SelectContent>
-                        <SelectItem value="true">
-                          <Trans>Yes</Trans>
-                        </SelectItem>
-
-                        <SelectItem value="false">
-                          <Trans>No</Trans>
-                        </SelectItem>
-
-                        {canInherit && (
-                          <SelectItem value={'-1'}>
-                            <Trans>Inherit from organisation</Trans>
-                          </SelectItem>
-                        )}
-                      </SelectContent>
-                    </Select>
-                  </FormControl>
-
-                  <div className="pt-2">
-                    <div className="font-medium text-muted-foreground text-xs">
-                      <Trans>Preview</Trans>
-                    </div>
-
-                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
-                      {field.value ? (
-                        <Trans>
-                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
-                        </Trans>
-                      ) : (
-                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
-                      )}
-                    </Alert>
-                  </div>
-
-                  <FormDescription>
-                    <Trans>
-                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
-                      document. If a custom message has been provided while configuring the document, it will be used
-                      instead.
-                    </Trans>
-                  </FormDescription>
-                </FormItem>
-              )}
-            />
-          )}
-
-          <FormField
-            control={form.control}
-            name="includeSigningCertificate"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Signing Certificate in the Document</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger
-                      className="bg-background text-muted-foreground"
-                      data-testid="include-signing-certificate-trigger"
-                    >
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the signing certificate will be included in the document when it is downloaded. The
-                    signing certificate can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="includeAuditLog"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Audit Logs in the Document</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger className="bg-background text-muted-foreground">
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
-                    logs can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -539,11 +363,13 @@ export const DocumentPreferencesForm = ({
               const recipients = field.value ?? [];
 
               return (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Default Recipients</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Default Recipients</Trans>}
+                  testId="default-recipients"
+                >
                   {canInherit && (
                     <Select
                       value={field.value === null ? '-1' : '0'}
@@ -611,7 +437,7 @@ export const DocumentPreferencesForm = ({
                   <FormDescription>
                     <Trans>Recipients that will be automatically added to new documents.</Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               );
             }}
           />
@@ -620,11 +446,13 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="delegateDocumentOwnership"
             render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Delegate Document Ownership</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Delegate Document Ownership</Trans>}
+                testId="delegate-document-ownership"
+              >
                 <Select
                   {...field}
                   value={field.value === null ? '-1' : field.value.toString()}
@@ -654,65 +482,7 @@ export const DocumentPreferencesForm = ({
                 <FormDescription>
                   <Trans>Enable team API tokens to delegate document ownership to another team member.</Trans>
                 </FormDescription>
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="envelopeExpirationPeriod"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Envelope Expiration</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ExpirationPeriodPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls how long recipients have to complete signing before the document expires. After expiration,
-                    recipients can no longer sign the document.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="reminderSettings"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Signing Reminders</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ReminderSettingsPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls when and how often reminder emails are sent to recipients who have not yet completed
-                    signing.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -721,11 +491,13 @@ export const DocumentPreferencesForm = ({
               control={form.control}
               name="aiFeaturesEnabled"
               render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>AI Features</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>AI Features</Trans>}
+                  testId="ai-features-enabled"
+                >
                   <FormControl>
                     <Select
                       {...field}
@@ -763,7 +535,7 @@ export const DocumentPreferencesForm = ({
                       prefer European regions where available.
                     </Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           )}
@@ -772,6 +544,16 @@ export const DocumentPreferencesForm = ({
             isDirty={form.formState.isDirty}
             isSubmitting={form.formState.isSubmitting}
             onReset={() => form.reset()}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <DocumentPreferencesResetDialog
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                  showAiFeatures={isAiFeaturesConfigured}
+                  showDocumentVisibility={!isPersonalLayoutMode}
+                />
+              ) : undefined
+            }
           />
         </fieldset>
       </form>

apps/remix/app/components/forms/email-preferences-form.tsx

@@ -1,9 +1,11 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { FROM_ADDRESS } from '@documenso/lib/constants/email';
 import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { Alert } from '@documenso/ui/primitives/alert';
 import {
   Form,
   FormControl,
@@ -17,22 +19,27 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import { OrganisationType, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
 
 const ZEmailPreferencesFormSchema = z.object({
   emailId: z.string().nullable(),
   emailReplyTo: zEmail().nullable(),
   // emailReplyToName: z.string(),
   emailDocumentSettings: ZDocumentEmailSettingsSchema.nullable(),
+  includeSenderDetails: z.boolean().nullable(),
 });
 
 export type TEmailPreferencesFormSchema = z.infer<typeof ZEmailPreferencesFormSchema>;
 
-type SettingsSubset = Pick<TeamGlobalSettings, 'emailId' | 'emailReplyTo' | 'emailDocumentSettings'>;
+type SettingsSubset = Pick<
+  TeamGlobalSettings,
+  'emailId' | 'emailReplyTo' | 'emailDocumentSettings' | 'includeSenderDetails'
+>;
 
 export type EmailPreferencesFormProps = {
   settings: SettingsSubset;
@@ -41,14 +48,20 @@ export type EmailPreferencesFormProps = {
 };
 
 export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: EmailPreferencesFormProps) => {
+  const { user } = useSession();
   const organisation = useCurrentOrganisation();
 
+  const isPersonalOrganisation = organisation.type === OrganisationType.PERSONAL;
+
+  const placeholderEmail = user.email ?? 'user@example.com';
+
   const form = useForm<TEmailPreferencesFormSchema>({
     defaultValues: {
       emailId: settings.emailId,
       emailReplyTo: settings.emailReplyTo,
       // emailReplyToName: settings.emailReplyToName,
       emailDocumentSettings: settings.emailDocumentSettings,
+      includeSenderDetails: settings.includeSenderDetails,
     },
     resolver: zodResolver(ZEmailPreferencesFormSchema),
   });
@@ -75,7 +88,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
   return (
     <Form {...form}>
       <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {organisation.organisationClaim.flags.emailDomains && (
             <FormField
               control={form.control}
@@ -122,10 +135,12 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             control={form.control}
             name="emailReplyTo"
             render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Reply to email</Trans>
-                </FormLabel>
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Reply to email</Trans>}
+                testId="email-reply-to"
+              >
                 <FormControl>
                   <Input
                     {...field}
@@ -146,7 +161,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                     </span>
                   )}
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -170,10 +185,13 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             control={form.control}
             name="emailDocumentSettings"
             render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Email Settings</Trans>
-                </FormLabel>
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Email Settings</Trans>}
+                testId="email-document-settings"
+              >
                 {canInherit && (
                   <Select
                     value={field.value === null ? 'INHERIT' : 'CONTROLLED'}
@@ -212,10 +230,83 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                     settings will not affect existing documents or templates.
                   </Trans>
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
+          {!isPersonalOrganisation && (
+            <FormField
+              control={form.control}
+              name="includeSenderDetails"
+              render={({ field }) => (
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Send on Behalf of Team</Trans>}
+                  testId="include-sender-details"
+                >
+                  <FormControl>
+                    <Select
+                      {...field}
+                      value={field.value === null ? '-1' : field.value.toString()}
+                      onValueChange={(value) =>
+                        field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                      }
+                    >
+                      <SelectTrigger
+                        className="bg-background text-muted-foreground"
+                        data-testid="include-sender-details-trigger"
+                      >
+                        <SelectValue />
+                      </SelectTrigger>
+
+                      <SelectContent>
+                        <SelectItem value="true">
+                          <Trans>Yes</Trans>
+                        </SelectItem>
+
+                        <SelectItem value="false">
+                          <Trans>No</Trans>
+                        </SelectItem>
+
+                        {canInherit && (
+                          <SelectItem value={'-1'}>
+                            <Trans>Inherit from organisation</Trans>
+                          </SelectItem>
+                        )}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <div className="pt-2">
+                    <div className="font-medium text-muted-foreground text-xs">
+                      <Trans>Preview</Trans>
+                    </div>
+
+                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
+                      {field.value ? (
+                        <Trans>
+                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
+                        </Trans>
+                      ) : (
+                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
+                      )}
+                    </Alert>
+                  </div>
+
+                  <FormDescription>
+                    <Trans>
+                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
+                      document. If a custom message has been provided while configuring the document, it will be used
+                      instead.
+                    </Trans>
+                  </FormDescription>
+                </InheritableField>
+              )}
+            />
+          )}
+
           <FormStickySaveBar
             isDirty={form.formState.isDirty}
             isSubmitting={form.formState.isSubmitting}

apps/remix/app/components/forms/email-transport-form.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
   Form,
   FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
-  fromName: z.string().min(1),
+  name: ZNameSchema,
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
   host: z.string().optional(),

apps/remix/app/components/forms/form-sticky-save-bar.tsx

@@ -3,12 +3,33 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { AnimatePresence, motion } from 'framer-motion';
 import { AlertTriangleIcon } from 'lucide-react';
-import { useEffect, useRef, useState } from 'react';
+import { type ReactNode, useEffect, useRef, useState } from 'react';
+
+const getScrollParent = (node: HTMLElement): HTMLElement | null => {
+  let current = node.parentElement;
+
+  while (current) {
+    const { overflowY } = getComputedStyle(current);
+
+    if (overflowY === 'auto' || overflowY === 'scroll') {
+      return current;
+    }
+
+    current = current.parentElement;
+  }
+
+  return null;
+};
 
 export type FormStickySaveBarProps = {
   isDirty: boolean;
   isSubmitting: boolean;
   onReset: () => void;
+  /**
+   * Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
+   * the bar is floating so it never appears in the unsaved-changes island.
+   */
+  resetToDefaults?: ReactNode;
 };
 
 /**
@@ -24,7 +45,7 @@ export type FormStickySaveBarProps = {
  * shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
  * the pill chrome.
  */
-export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
   const { t } = useLingui();
 
   const sentinelRef = useRef<HTMLDivElement>(null);
@@ -38,14 +59,18 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
     }
 
     // The sentinel sits at the bar's resting position (the end of the form). While the
-    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
-    // view); once you reach the form's end it comes into view and the bar settles.
+    // bar is stuck to the bottom of the scroll container the sentinel is scrolled past
+    // (out of view); once you reach the form's end it comes into view and the bar settles.
+    //
+    // Observe relative to the actual scroll container (not always the viewport) so a
+    // banner shifting the page can't desync the detection from the sticky bar — both
+    // then share the same reference box.
     const observer = new IntersectionObserver(
       ([entry]) => {
         setIsStuck(!entry.isIntersecting);
       },
       {
-        root: null,
+        root: getScrollParent(sentinel),
         rootMargin: '0px 0px -24px 0px',
         threshold: 0,
       },
@@ -100,6 +125,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
         </AnimatePresence>
 
         <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
+          {!isFloating && resetToDefaults}
+
           {isDirty && (
             <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
               <Trans>Undo</Trans>

apps/remix/app/components/forms/inheritable-field.tsx

@@ -0,0 +1,51 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
+import { Trans } from '@lingui/react/macro';
+import type { ReactNode } from 'react';
+
+export type InheritableFieldProps = {
+  isInherited: boolean;
+  canInherit: boolean;
+  label: ReactNode;
+  children: ReactNode;
+  className?: string;
+  testId?: string;
+};
+
+export const InheritableField = ({
+  isInherited,
+  canInherit,
+  label,
+  children,
+  className,
+  testId,
+}: InheritableFieldProps) => {
+  if (!canInherit) {
+    return (
+      <FormItem className={className}>
+        <FormLabel>{label}</FormLabel>
+        {children}
+      </FormItem>
+    );
+  }
+
+  return (
+    <FormItem className={className} data-testid={testId ? `inheritable-${testId}` : undefined}>
+      <FormLabel className="flex items-center gap-2">
+        {label}
+        <span
+          className={cn(
+            'rounded px-1.5 py-0.5 font-bold text-[9px] uppercase tracking-wide',
+            isInherited
+              ? 'bg-muted text-muted-foreground'
+              : 'bg-amber-100 text-amber-800 dark:bg-amber-950 dark:text-amber-300',
+          )}
+          data-testid={testId ? `${testId}-status` : undefined}
+        >
+          {isInherited ? <Trans>Inherited</Trans> : <Trans>Override</Trans>}
+        </span>
+      </FormLabel>
+      {children}
+    </FormItem>
+  );
+};

apps/remix/app/components/forms/organisation-update-form.tsx

@@ -56,7 +56,7 @@ export const OrganisationUpdateForm = () => {
       await refreshSession();
 
       if (url !== organisation.url) {
-        await navigate(`/o/${url}/settings`);
+        await navigate(`/o/${url}/settings/general`);
       }
 
       toast({

apps/remix/app/components/forms/profile.tsx

@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';

apps/remix/app/components/forms/reminder-preferences-form.tsx

@@ -0,0 +1,134 @@
+import {
+  type TEnvelopeExpirationPeriod,
+  ZEnvelopeExpirationPeriod,
+} from '@documenso/lib/constants/envelope-expiration';
+import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
+import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
+import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZReminderPreferencesFormSchema = z.object({
+  envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
+  reminderSettings: ZEnvelopeReminderSettings.nullable(),
+});
+
+export type TReminderPreferencesFormSchema = {
+  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
+  reminderSettings: TEnvelopeReminderSettings | null;
+};
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'envelopeExpirationPeriod' | 'reminderSettings'>;
+
+export type ReminderPreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TReminderPreferencesFormSchema) => Promise<void>;
+};
+
+export const ReminderPreferencesForm = ({ settings, canInherit, onFormSubmit }: ReminderPreferencesFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TReminderPreferencesFormSchema>({
+    defaultValues: {
+      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+      reminderSettings: settings.reminderSettings ?? null,
+    },
+    resolver: zodResolver(ZReminderPreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="envelopeExpirationPeriod"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Envelope Expiration</Trans>}
+                testId="envelope-expiration-period"
+              >
+                <FormControl>
+                  <ExpirationPeriodPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls how long recipients have to complete signing before the document expires. After expiration,
+                    recipients can no longer sign the document.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="reminderSettings"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Signing Reminders</Trans>}
+                testId="reminder-settings"
+              >
+                <FormControl>
+                  <ReminderSettingsPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls when and how often reminder emails are sent to recipients who have not yet completed
+                    signing.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/remix/app/components/forms/signin.tsx

@@ -1,5 +1,6 @@
 import { authClient } from '@documenso/auth/client';
 import { AuthenticationErrorCode } from '@documenso/auth/server/lib/errors/error-codes';
+import { formatPath } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
@@ -44,7 +45,7 @@ const handleFallbackErrorMessages = (code: string) => {
   return message;
 };
 
-const LOGIN_REDIRECT_PATH = '/';
+const LOGIN_REDIRECT_PATH = formatPath('/');
 
 export const ZSignInFormSchema = z.object({
   email: zEmail().min(1),

apps/remix/app/components/forms/signup.tsx

@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
       password: '',
       signature: '',
     },
-    mode: 'onBlur',
+    mode: 'onChange',
     resolver: zodResolver(ZSignUpFormSchema),
   });
 

apps/remix/app/components/forms/team-update-form.tsx

@@ -65,7 +65,7 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
       });
 
       if (url !== teamUrl) {
-        await navigate(`/t/${url}/settings`);
+        await navigate(`/t/${url}/settings/general`);
       }
     } catch (err) {
       const error = AppError.parseError(err);

apps/remix/app/components/forms/token.tsx

@@ -1,254 +0,0 @@
-import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { Switch } from '@documenso/ui/primitives/switch';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { ApiToken } from '@prisma/client';
-import { AnimatePresence, motion } from 'framer-motion';
-import { useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export const EXPIRATION_DATES = {
-  ONE_WEEK: msg`7 days`,
-  ONE_MONTH: msg`1 month`,
-  THREE_MONTHS: msg`3 months`,
-  SIX_MONTHS: msg`6 months`,
-  ONE_YEAR: msg`12 months`,
-} as const;
-
-const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
-  tokenName: true,
-  expirationDate: true,
-});
-
-type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
-
-type NewlyCreatedToken = {
-  id: number;
-  token: string;
-};
-
-export type ApiTokenFormProps = {
-  className?: string;
-  tokens?: Pick<ApiToken, 'id'>[];
-};
-
-export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
-  const [, copy] = useCopyToClipboard();
-
-  const team = useCurrentTeam();
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
-  const [noExpirationDate, setNoExpirationDate] = useState(false);
-
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
-    onSuccess(data) {
-      setNewlyCreatedToken(data);
-    },
-  });
-
-  const form = useForm<TCreateTokenFormSchema>({
-    resolver: zodResolver(ZCreateTokenFormSchema),
-    defaultValues: {
-      tokenName: '',
-      expirationDate: '',
-    },
-  });
-
-  const copyToken = async (token: string) => {
-    try {
-      const copied = await copy(token);
-
-      if (!copied) {
-        throw new Error('Unable to copy the token');
-      }
-
-      toast({
-        title: _(msg`Token copied to clipboard`),
-        description: _(msg`The token was copied to your clipboard.`),
-      });
-    } catch (error) {
-      toast({
-        title: _(msg`Unable to copy token`),
-        description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
-    try {
-      await createTokenMutation({
-        teamId: team.id,
-        tokenName,
-        expirationDate: noExpirationDate ? null : expirationDate,
-      });
-
-      toast({
-        title: _(msg`Token created`),
-        description: _(msg`A new token was created successfully.`),
-        duration: 5000,
-      });
-
-      form.reset();
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
-        .otherwise(() => msg`Something went wrong. Please try again later.`);
-
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
-  return (
-    <div className={cn(className)}>
-      <Form {...form}>
-        <form onSubmit={form.handleSubmit(onSubmit)}>
-          <fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
-            <FormField
-              control={form.control}
-              name="tokenName"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel className="text-muted-foreground">
-                    <Trans>Token name</Trans>
-                  </FormLabel>
-
-                  <div className="flex items-center gap-x-4">
-                    <FormControl className="flex-1">
-                      <Input type="text" {...field} />
-                    </FormControl>
-                  </div>
-
-                  <FormDescription className="text-xs italic">
-                    <Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
-                  </FormDescription>
-
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <FormField
-                control={form.control}
-                name="expirationDate"
-                render={({ field }) => (
-                  <FormItem className="flex-1">
-                    <FormLabel className="text-muted-foreground">
-                      <Trans>Token expiration date</Trans>
-                    </FormLabel>
-
-                    <div className="flex items-center gap-x-4">
-                      <FormControl className="flex-1">
-                        <Select onValueChange={field.onChange} disabled={noExpirationDate}>
-                          <SelectTrigger className="w-full">
-                            <SelectValue placeholder={_(msg`Choose...`)} />
-                          </SelectTrigger>
-                          <SelectContent>
-                            {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
-                              <SelectItem key={key} value={key}>
-                                {_(date)}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-                    </div>
-
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <div>
-                <FormLabel className="mt-2 text-muted-foreground">
-                  <Trans>Never expire</Trans>
-                </FormLabel>
-                <div className="block md:py-1.5">
-                  <Switch
-                    className="mt-2 bg-background"
-                    checked={noExpirationDate}
-                    onCheckedChange={setNoExpirationDate}
-                  />
-                </div>
-              </div>
-            </div>
-
-            <Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
-              <Trans>Create token</Trans>
-            </Button>
-
-            <div className="md:hidden">
-              <Button type="submit" loading={form.formState.isSubmitting}>
-                <Trans>Create token</Trans>
-              </Button>
-            </div>
-          </fieldset>
-        </form>
-      </Form>
-
-      <AnimatePresence>
-        {newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
-          <motion.div
-            className="mt-8"
-            initial={{ opacity: 0, y: -40 }}
-            animate={{ opacity: 1, y: 0 }}
-            exit={{ opacity: 0, y: 40 }}
-          >
-            <Card gradient>
-              <CardContent className="p-4">
-                <p className="mt-2 text-muted-foreground text-sm">
-                  <Trans>
-                    Your token was created successfully! Make sure to copy it because you won't be able to see it again!
-                  </Trans>
-                </p>
-
-                <p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
-                  {newlyCreatedToken.token}
-                </p>
-
-                <Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
-                  <Trans>Copy token</Trans>
-                </Button>
-              </CardContent>
-            </Card>
-          </motion.div>
-        )}
-      </AnimatePresence>
-    </div>
-  );
-};

apps/remix/app/components/general/admin-global-settings-section.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';
 
 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 
@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
   settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
   isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };
 
-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
   const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
 
   if (!settings) {
     return null;
   }
 
-  const textValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const notSet = <Trans>Not set</Trans>;
+
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
     }
 
-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
   };
 
-  const brandingTextValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined || value.trim() === '') {
-      return notSetLabel;
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
+    if (value && value.trim() !== '') {
+      return value;
     }
 
-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
   };
 
-  const booleanValue = (value: boolean | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
+
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
     }
 
-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
   };
 
   const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
     <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
       <DetailsCard label={<Trans>Document visibility</Trans>}>
         <DetailsValue>
-          {settings.documentVisibility != null
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
         </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
       </DetailsCard>
 
       {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
       )}
 
       <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
       </DetailsCard>
     </div>
   );

apps/remix/app/components/general/admin-license-card.tsx

@@ -1,3 +1,4 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import type { TCachedLicense } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
 import { trpc } from '@documenso/trpc/react';
@@ -9,6 +10,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import {
   ArrowRightIcon,
   CheckCircle2Icon,
+  CopyIcon,
   EyeIcon,
   EyeOffIcon,
   KeyRoundIcon,
@@ -29,6 +31,8 @@ type AdminLicenseCardProps = {
 
 export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
   const { t, i18n } = useLingui();
+  const { toast } = useToast();
+  const [, copy] = useCopyToClipboard();
   const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);
 
   const { license } = licenseData || {};
@@ -87,7 +91,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
           <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
         </div>
 
-        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
           <Trans>Documenso License</Trans>
         </h3>
 
@@ -147,6 +151,24 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
             >
               {isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
             </Button>
+
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              className="h-6 w-6 p-0 text-muted-foreground"
+              aria-label={t`Copy license key`}
+              onClick={async () =>
+                copy(license.licenseKey).then(() => {
+                  toast({
+                    title: t`Copied to clipboard`,
+                    description: t`The license key has been copied to your clipboard`,
+                  });
+                })
+              }
+            >
+              <CopyIcon className="h-3.5 w-3.5" />
+            </Button>
           </div>
         </div>
 

apps/remix/app/components/general/app-command-menu.types.ts

@@ -0,0 +1,36 @@
+import type { MessageDescriptor } from '@lingui/core';
+import type { LucideIcon } from 'lucide-react';
+
+export type PromptItem = {
+  id: string;
+  label: string | MessageDescriptor;
+  sublabel?: string;
+  path?: string;
+  onAction?: () => void;
+  icon?: LucideIcon;
+  initials?: string;
+  shortcut?: string;
+  isChecked?: boolean;
+};
+
+export type PromptCategory = {
+  id: string;
+  label: MessageDescriptor;
+  items: PromptItem[];
+  /**
+   * The number of actual results, excluding utility rows such as the
+   * "View all results" link.
+   */
+  count: number;
+  /**
+   * The count shown on the category chip, or null to not show a chip at all.
+   * Categories which only contain hardcoded page links have no chip.
+   */
+  chipCount: number | null;
+  isCapped: boolean;
+  /**
+   * Global admin categories are marked with a globe icon to distinguish them
+   * from the equally named personal categories.
+   */
+  isGlobal: boolean;
+};

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

@@ -1,5 +1,3 @@
-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';
@@ -14,16 +12,16 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 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>;
+export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
+  /** Span the full viewport width instead of the centered max-w-screen-xl container. */
+  fullWidth?: boolean;
+};
 
-export const Header = ({ className, ...props }: HeaderProps) => {
+export const Header = ({ className, fullWidth = false, ...props }: HeaderProps) => {
   const params = useParams();
 
-  const { organisations } = useSession();
-
   const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
   const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
   const [scrollY, setScrollY] = useState(0);
@@ -51,12 +49,18 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     <header
       className={cn(
         'sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent bg-background/95 backdrop-blur duration-200 supports-backdrop-blur:bg-background/60',
-        scrollY > 5 && 'border-b-border',
+        (scrollY > 5 || fullWidth) && 'border-b-border',
         className,
       )}
       {...props}
     >
-      <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">
+      <div
+        className={cn(
+          'mx-auto flex w-full items-center justify-between gap-x-4 px-4 md:justify-normal',
+          fullWidth ? 'md:px-6' : 'max-w-screen-xl md:px-8',
+        )}
+        data-testid="app-header-container"
+      >
         <Link
           to={getRootHref(params)}
           className="hidden rounded-md ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 md:inline"
@@ -78,7 +82,9 @@ export const Header = ({ className, ...props }: HeaderProps) => {
           </Link>
         </Button>
 
-        <div className="md:ml-4">{isPersonalLayout(organisations) ? <MenuSwitcher /> : <OrgMenuSwitcher />}</div>
+        <div className="md:ml-4">
+          <OrgMenuSwitcher />
+        </div>
 
         <div className="flex flex-row items-center space-x-4 md:hidden">
           <button onClick={() => setIsCommandMenuOpen(true)}>

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

@@ -1,5 +1,4 @@
 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';
 import { msg } from '@lingui/core/macro';
@@ -37,8 +36,8 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {

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

@@ -1,7 +1,6 @@
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
 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';
@@ -40,8 +39,8 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {

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

@@ -317,7 +317,6 @@ export const IndividualPersonalLayoutCheckoutButton = ({
       const createSubscriptionResponse = await createSubscription({
         organisationId: organisations[0].id,
         priceId,
-        isPersonalLayoutMode: true,
       });
 
       window.location.href = createSubscriptionResponse.redirectUrl;

apps/remix/app/components/general/claim-account.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
 
 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
 
 export const ZClaimAccountFormSchema = z
   .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
     email: zEmail().min(1),
     password: ZPasswordSchema,
   })

apps/remix/app/components/general/claim-limit-fields.tsx

@@ -1,11 +1,4 @@
-import {
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
 
 import { RateLimitArrayInput } from './rate-limit-array-input';
 
+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
   control: Control<T>;
   /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
   disabled?: boolean;
 };
 
+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
   control,
   prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
   const name = (key: string) => `${prefix}${key}` as Path<T>;
 
-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
           <FormControl>
             <Input
               type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
               onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
             />
           </FormControl>
-          <FormDescription>{description}</FormDescription>
           <FormMessage />
         </FormItem>
       )}
     />
   );
 
-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
           <FormControl>
             <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
           </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
   );
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
-      <FormLabel>
-        <Trans>Limits</Trans>
-      </FormLabel>
+    <div className="space-y-3">
+      <div>
+        <h3 className="font-semibold text-base">
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>
 
-      {renderQuotaField(
-        'documentQuota',
-        <Trans>Monthly document quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
+      <div className="overflow-hidden rounded-lg border">
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
+          {limitGroups.map((group) => (
+            <div key={group.quotaKey} className="space-y-4 p-4">
+              <h4 className="font-semibold text-sm">{group.title}</h4>
 
-      {renderQuotaField(
-        'emailQuota',
-        <Trans>Monthly email quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
+              {renderQuotaField(group)}
+              {renderRateLimitField(group)}
+            </div>
+          ))}
+        </div>
+      </div>
     </div>
   );
 };

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

@@ -0,0 +1,23 @@
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon } from 'lucide-react';
+
+export const DirectTemplateInvalidPageView = () => {
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <AlertTriangleIcon className="h-10 w-10 text-destructive" />
+
+        <h1 className="mt-4 font-semibold text-3xl">
+          <Trans>Invalid direct link template</Trans>
+        </h1>
+
+        <p className="mt-2 text-muted-foreground text-sm">
+          <Trans>
+            This direct link template cannot be used because one or more signers do not have a signature field assigned.
+            Please contact the sender to update the template.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

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

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { DialogFooter } from '@documenso/ui/primitives/dialog';
@@ -34,7 +35,9 @@ export const DocumentSigningAuthAccount = ({
       const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
 
       await authClient.signOut({
-        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        redirectPath: formatPath(
+          `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        ),
       });
     } catch {
       setIsSigningOut(false);

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

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
@@ -21,10 +22,10 @@ export const DocumentSigningAuthPageView = ({ email, emailHasAccount }: Document
     try {
       setIsSigningOut(true);
 
-      let redirectPath = '/signin';
+      let redirectPath = formatPath('/signin');
 
       if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+        redirectPath = emailHasAccount ? formatPath(`/signin#email=${email}`) : formatPath(`/signup#email=${email}`);
       }
 
       await authClient.signOut({

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

@@ -14,6 +14,7 @@ import {
 } 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 { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -27,6 +28,8 @@ import { useEmbedSigningContext } from '~/components/embed/embed-signing-context
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 
 export type DocumentSigningCompleteDialogProps = {
@@ -85,7 +88,8 @@ export const DocumentSigningCompleteDialog = ({
   position,
   disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();
 
   const [showDialog, setShowDialog] = useState(false);
 
@@ -174,6 +178,18 @@ export const DocumentSigningCompleteDialog = ({
 
         return;
       }
+
+      // This dialog owns the completion error toast for every signing surface
+      // so the user gets a specific, actionable message. Callers should run
+      // their own side effects (e.g. embeds posting document-error) and
+      // rethrow rather than toasting themselves.
+      const toastMessage = getSigningCompletionErrorMessage(err.code);
+
+      toast({
+        title: i18n._(toastMessage.title),
+        description: i18n._(toastMessage.description),
+        variant: 'destructive',
+      });
     }
   };
 

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

@@ -1,3 +1,4 @@
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
@@ -19,6 +20,8 @@ import { useId, useMemo, useState } from 'react';
 import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { AssistantConfirmationDialog, type NextSigner } from '../../dialogs/assistant-confirmation-dialog';
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
@@ -100,9 +103,12 @@ export const DocumentSigningForm = ({
     try {
       await completeDocument({ nextSigner });
     } catch (err) {
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while completing the document. Please try again.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
 

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

@@ -146,14 +146,17 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10 my-0.5 gap-y-1">
+        <RadioGroup
+          value={selectedOption}
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3 shrink-0"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.checked}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (
@@ -167,14 +170,13 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       )}
 
       {field.inserted && (
-        <RadioGroup className="my-0.5 gap-y-1">
+        <RadioGroup value={field.customText ?? ''} className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.value === field.customText}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (

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

@@ -2,38 +2,24 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
 import { Input } from '@documenso/ui/primitives/input';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { useCallback, useEffect, useState } from 'react';
-import { useSearchParams } from 'react-router';
+import { useQueryState } from 'nuqs';
+import { useEffect, useState } from 'react';
 
-export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string }) => {
+import { documentsSearchParams } from '~/utils/documents-search-params';
+
+export const DocumentSearch = () => {
   const { _ } = useLingui();
 
-  const [searchParams, setSearchParams] = useSearchParams();
+  const [query, setQuery] = useQueryState('query', documentsSearchParams.query);
 
-  const [searchTerm, setSearchTerm] = useState(initialValue);
+  const [searchTerm, setSearchTerm] = useState(query ?? '');
   const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
 
-  const handleSearch = useCallback(
-    (term: string) => {
-      const params = new URLSearchParams(searchParams?.toString() ?? '');
-      if (term) {
-        params.set('query', term);
-      } else {
-        params.delete('query');
-      }
-
-      setSearchParams(params);
-    },
-    [searchParams],
-  );
-
   useEffect(() => {
-    const currentQueryParam = searchParams.get('query') || '';
-
-    if (debouncedSearchTerm !== currentQueryParam) {
-      handleSearch(debouncedSearchTerm);
+    if (debouncedSearchTerm !== (query ?? '')) {
+      void setQuery(debouncedSearchTerm || null);
     }
-  }, [debouncedSearchTerm, searchParams]);
+  }, [debouncedSearchTerm, query, setQuery]);
 
   return (
     <Input

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

@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
+import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 import type { HTMLAttributes } from 'react';
 
@@ -46,6 +46,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: XCircle,
     color: 'text-red-500 dark:text-red-300',
   },
+  EXPIRED: {
+    label: msg`Expired`,
+    labelExtended: msg`Document expired`,
+    icon: TimerOff,
+    color: 'text-orange-500 dark:text-orange-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-drag-drop.tsx

@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
       {selectedField && (
         <div
           className={cn(
-            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
+            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
             selectedRecipientStyles.base,
             selectedField === FieldType.SIGNATURE && 'font-signature',
             {

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx

@@ -56,6 +56,7 @@ import { useCurrentTeam } from '~/providers/team';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
 
@@ -300,6 +301,8 @@ export const EnvelopeEditorFieldsPage = () => {
           }
         />
 
+        <EnvelopeEditorInvalidDirectTemplateAlert />
+
         {/* Document View */}
         <div className="mt-4 flex h-full flex-col items-center justify-center">
           {envelope.recipients.length === 0 && (

apps/remix/app/components/general/envelope-editor/envelope-editor-invalid-direct-template-alert.tsx

@@ -0,0 +1,55 @@
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+
+export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
+  className?: string;
+};
+
+/**
+ * Warns that a direct link template cannot be used because one or more signers
+ * are missing a signature field.
+ */
+export const EnvelopeEditorInvalidDirectTemplateAlert = ({
+  className,
+}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
+  const { envelope, isTemplate } = useCurrentEnvelopeEditor();
+
+  const signersMissingSignatureFields = useMemo(() => {
+    if (!isTemplate || !envelope.directLink?.enabled) {
+      return [];
+    }
+
+    return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
+  }, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
+
+  if (signersMissingSignatureFields.length === 0) {
+    return null;
+  }
+
+  return (
+    <Alert
+      variant="destructive"
+      className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
+    >
+      <AlertTitle>
+        <Trans>Invalid direct link template</Trans>
+      </AlertTitle>
+
+      <AlertDescription>
+        <Trans>
+          Recipients cannot use this direct link template because the following signers are missing a signature field
+        </Trans>
+
+        <ul className="list-disc pl-5">
+          {signersMissingSignatureFields.map((recipient, i) => (
+            <li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
+          ))}
+        </ul>
+      </AlertDescription>
+    </Alert>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-preview-page.tsx

@@ -22,6 +22,7 @@ import { match } from 'ts-pattern';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 export const EnvelopeEditorPreviewPage = () => {
@@ -228,6 +229,8 @@ export const EnvelopeEditorPreviewPage = () => {
           {/* Horizontal envelope item selector */}
           <EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />
 
+          <EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
+
           <Alert variant="warning" className="mx-auto max-w-[800px]">
             <AlertTitle>
               <Trans>Preview Mode</Trans>

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -7,7 +7,12 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import {
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
 import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
 import {
@@ -156,16 +161,12 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [watchedSigners]);
 
   const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return signers
-      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
-      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
   };
 
-  const {
-    append: appendSigner,
-    fields: signers,
-    remove: removeSigner,
-  } = useFieldArray({
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
+
+  const { fields: signers, remove: removeSigner } = useFieldArray({
     control,
     name: 'signers',
     keyName: 'nativeId',
@@ -208,14 +209,31 @@ export const EnvelopeEditorRecipientForm = () => {
     return utilCanRecipientBeModified(recipient, fields);
   };
 
+  const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
+    const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    if (shouldFocus) {
+      const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
+
+      if (signerIndex !== -1) {
+        requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
+      }
+    }
+  };
+
   const onAddSigner = () => {
-    appendSigner({
+    appendNormalizedSigner({
       formId: nanoid(12),
       name: '',
       email: '',
       role: RecipientRole.SIGNER,
       actionAuth: [],
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder: activeRecipientCount + 1,
     });
   };
 
@@ -323,18 +341,16 @@ export const EnvelopeEditorRecipientForm = () => {
 
       form.setFocus(`signers.${emptySignerIndex}.email`);
     } else {
-      appendSigner(
+      appendNormalizedSigner(
         {
           formId: nanoid(12),
           name: currentEditorName ?? '',
           email: currentEditorEmail ?? '',
           role: RecipientRole.SIGNER,
           actionAuth: [],
-          signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
-        },
-        {
-          shouldFocus: true,
+          signingOrder: activeRecipientCount + 1,
         },
+        true,
       );
 
       void form.trigger('signers');
@@ -369,18 +385,14 @@ export const EnvelopeEditorRecipientForm = () => {
 
       items.splice(insertIndex, 0, reorderedSigner);
 
-      const updatedSigners = items.map((signer, index) => ({
-        ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(items);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      const lastSigner = updatedSigners[updatedSigners.length - 1];
-      if (lastSigner.role === RecipientRole.ASSISTANT) {
+      if (isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -411,18 +423,19 @@ export const EnvelopeEditorRecipientForm = () => {
         return;
       }
 
-      const updatedSigners = currentSigners.map((signer, idx) => ({
-        ...signer,
-        role: idx === index ? role : signer.role,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(
+        currentSigners.map((signer, idx) => ({
+          ...signer,
+          role: idx === index ? role : signer.role,
+        })),
+      );
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -447,22 +460,30 @@ export const EnvelopeEditorRecipientForm = () => {
       const currentSigners = form.getValues('signers');
       const signer = currentSigners[index];
 
-      // Remove signer from current position and insert at new position
-      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
-      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
-      remainingSigners.splice(newPosition, 0, signer);
+      if (isCcRecipient(signer)) {
+        return;
+      }
 
-      const updatedSigners = remainingSigners.map((s, idx) => ({
-        ...s,
-        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
-      }));
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -476,10 +497,12 @@ export const EnvelopeEditorRecipientForm = () => {
     setShowSigningOrderConfirmation(false);
 
     const currentSigners = form.getValues('signers');
-    const updatedSigners = currentSigners.map((signer) => ({
-      ...signer,
-      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
-    }));
+    const updatedSigners = normalizeSigningOrders(
+      currentSigners.map((signer) => ({
+        ...signer,
+        role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+      })),
+    );
 
     form.setValue('signers', updatedSigners, {
       shouldValidate: true,
@@ -796,6 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
                         isDragDisabled={
                           !isSigningOrderSequential ||
                           isSubmitting ||
+                          isCcRecipient(signer) ||
                           !canRecipientBeModified(signer.id) ||
                           !signer.signingOrder
                         }
@@ -819,7 +843,11 @@ export const EnvelopeEditorRecipientForm = () => {
                               })}
                             >
                               <div className="flex flex-row items-center gap-x-2">
-                                {isSigningOrderSequential && (
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
                                   <FormField
                                     control={form.control}
                                     name={`signers.${index}.signingOrder`}
@@ -835,7 +863,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                         <FormControl>
                                           <Input
                                             type="number"
-                                            max={signers.length}
+                                            max={activeRecipientCount}
                                             data-testid="signing-order-input"
                                             className={cn(
                                               'w-10 text-center',
@@ -976,7 +1004,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                           onValueChange={(value) => {
                                             // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
                                             handleRoleChange(index, value as RecipientRole);
-                                            field.onChange(value);
                                           }}
                                           disabled={
                                             snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)

apps/remix/app/components/general/envelope-editor/envelope-editor-upload-page.tsx

@@ -26,6 +26,7 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from
 
 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
 
@@ -449,6 +450,9 @@ export const EnvelopeEditorUploadPage = () => {
   return (
     <div className="mx-auto max-w-4xl space-y-6 p-8">
       <input {...getReplaceInputProps()} />
+
+      <EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
+
       <Card backdropBlur={false} className="border">
         <CardHeader className="pb-3">
           <CardTitle>

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

@@ -42,7 +42,11 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
 
-  const { mutateAsync: completeDocument, isPending } = trpc.recipient.completeDocumentWithToken.useMutation();
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
 
   const { mutateAsync: createDocumentFromDirectTemplate } =
     trpc.template.createDocumentFromDirectTemplate.useMutation();
@@ -106,11 +110,21 @@ export const EnvelopeSignerCompleteDialog = () => {
         return;
       }
 
-      analytics.capture('App: Recipient has completed signing', {
-        signerId: recipient.id,
-        documentId: envelope.id,
-        timestamp: new Date().toISOString(),
-      });
+      // The document was already completed by an earlier request (retry,
+      // stale tab or concurrent submission). Let the user know this click
+      // didn't complete the document, then continue to the completed page.
+      if (result.status === 'ALREADY_SIGNED') {
+        toast({
+          title: t`Document already signed`,
+          description: t`This document was already signed and no further action was taken.`,
+        });
+      } else {
+        analytics.capture('App: Recipient has completed signing', {
+          signerId: recipient.id,
+          documentId: envelope.id,
+          timestamp: new Date().toISOString(),
+        });
+      }
 
       if (onDocumentCompleted) {
         onDocumentCompleted({
@@ -134,15 +148,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       const error = AppError.parseError(err);
 
       if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
-        toast({
-          title: t`Something went wrong`,
-          description: t`We were unable to submit this document at this time. Please try again later.`,
-          variant: 'destructive',
-        });
-
         onDocumentError?.();
       }
 
+      // Rethrow so DocumentSigningCompleteDialog can handle 2FA retries and
+      // toast a specific completion error message.
       throw err;
     }
   };
@@ -210,14 +220,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       }
     } catch (err) {
       console.log('err', err);
-      toast({
-        title: t`Something went wrong`,
-        description: t`We were unable to submit this document at this time. Please try again later.`,
-        variant: 'destructive',
-      });
 
       onDocumentError?.();
 
+      // Rethrow so DocumentSigningCompleteDialog can toast a specific
+      // completion error message.
       throw err;
     }
   };
@@ -246,7 +253,7 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   return (
     <DocumentSigningCompleteDialog
-      isSubmitting={isPending}
+      isSubmitting={isPending || isSuccess}
       recipientPayload={recipientPayload}
       onSignatureComplete={isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick}
       documentTitle={envelope.title}

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

@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
               {type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
             </h2>
 
-            <p className="mt-4 text-md text-muted-foreground">
+            <p className="mt-4 text-base text-muted-foreground">
               <Trans>Drag and drop your document here</Trans>
             </p>
 

apps/remix/app/components/general/filter-pill.tsx

@@ -0,0 +1,186 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+  CommandSeparator,
+} from '@documenso/ui/primitives/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Separator } from '@documenso/ui/primitives/separator';
+import { Trans } from '@lingui/react/macro';
+import { CheckIcon, ChevronDownIcon } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+import type { ReactNode } from 'react';
+import { useState } from 'react';
+
+export type FilterPillOption = {
+  value: string;
+  label: ReactNode;
+  trailing?: string;
+};
+
+type FilterPillCommonProps = {
+  icon: LucideIcon;
+  label: ReactNode;
+  options: FilterPillOption[];
+  enableSearch?: boolean;
+  searchPlaceholder?: string;
+  loading?: boolean;
+  testId?: string;
+};
+
+export type FilterPillSingleProps = FilterPillCommonProps & {
+  multiple?: false;
+  value: string | null;
+  onChange: (value: string | null) => void;
+  selectedLabel?: ReactNode;
+};
+
+export type FilterPillMultipleProps = FilterPillCommonProps & {
+  multiple: true;
+  value: string[];
+  onChange: (value: string[]) => void;
+};
+
+export type FilterPillProps = FilterPillSingleProps | FilterPillMultipleProps;
+
+/**
+ * A faceted filter pill.
+ *
+ * Renders as a dashed "add a filter" pill at rest, and shows the current
+ * selection inline once a value is picked. Selecting the active option
+ * again (or the Clear row) removes it.
+ *
+ * Single select by default, closing on pick. When `multiple` is set the
+ * popover stays open for toggling, and the trigger shows the first two
+ * selections followed by a "+N more" chip.
+ */
+export const FilterPill = (props: FilterPillProps) => {
+  const { icon: Icon, label, options, enableSearch, searchPlaceholder, loading, testId } = props;
+
+  const [open, setOpen] = useState(false);
+
+  const selectedValues = props.multiple ? props.value : props.value === null ? [] : [props.value];
+
+  const selectedOptions = selectedValues
+    .map((value) => options.find((option) => option.value === value))
+    .filter((option): option is FilterPillOption => option !== undefined);
+
+  const hasSelection = selectedOptions.length > 0;
+  const extraCount = selectedOptions.length - 2;
+
+  const onSelect = (nextValue: string) => {
+    if (props.multiple) {
+      const newValues = selectedValues.includes(nextValue)
+        ? selectedValues.filter((value) => value !== nextValue)
+        : [...selectedValues, nextValue];
+
+      props.onChange(newValues);
+      return;
+    }
+
+    props.onChange(nextValue === props.value ? null : nextValue);
+    setOpen(false);
+  };
+
+  const onClear = () => {
+    if (props.multiple) {
+      props.onChange([]);
+    } else {
+      props.onChange(null);
+    }
+
+    setOpen(false);
+  };
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          disabled={loading}
+          className={cn('border-dashed text-muted-foreground', {
+            'border-solid text-foreground': hasSelection,
+          })}
+          data-testid={testId}
+        >
+          <Icon className="mr-2 h-4 w-4" />
+          {label}
+
+          {hasSelection && (
+            <>
+              <Separator orientation="vertical" className="mx-2 h-4" />
+
+              {props.multiple ? (
+                <span className="flex items-center gap-x-1">
+                  {selectedOptions.slice(0, 2).map((option) => (
+                    <Badge key={option.value} variant="neutral" size="small">
+                      {option.label}
+                    </Badge>
+                  ))}
+
+                  {extraCount > 0 && (
+                    <Badge variant="neutral" size="small">
+                      <Trans>+{extraCount} more</Trans>
+                    </Badge>
+                  )}
+                </span>
+              ) : (
+                <span className="font-medium">{props.selectedLabel ?? selectedOptions[0].label}</span>
+              )}
+            </>
+          )}
+
+          <ChevronDownIcon className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-52 p-0" align="start">
+        <Command>
+          {enableSearch && <CommandInput placeholder={searchPlaceholder} />}
+
+          <CommandList>
+            <CommandEmpty>
+              <Trans>No results found.</Trans>
+            </CommandEmpty>
+
+            <CommandGroup>
+              {options.map((option) => (
+                <CommandItem key={option.value} onSelect={() => onSelect(option.value)}>
+                  <CheckIcon
+                    className={cn(
+                      'mr-2 h-4 w-4 shrink-0',
+                      selectedValues.includes(option.value) ? 'opacity-100' : 'opacity-0',
+                    )}
+                  />
+
+                  {option.label}
+
+                  {option.trailing !== undefined && (
+                    <span className="ml-auto pl-4 text-muted-foreground text-xs">{option.trailing}</span>
+                  )}
+                </CommandItem>
+              ))}
+            </CommandGroup>
+
+            {hasSelection && (
+              <>
+                <CommandSeparator />
+                <CommandGroup>
+                  <CommandItem className="justify-center text-center text-muted-foreground" onSelect={onClear}>
+                    <Trans>Clear</Trans>
+                  </CommandItem>
+                </CommandGroup>
+              </>
+            )}
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

@@ -1,104 +0,0 @@
-import { authClient } from '@documenso/auth/client';
-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 { 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,
-  DropdownMenuSeparator,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { ChevronsUpDown, Plus } from 'lucide-react';
-import { useState } from 'react';
-import { Link } from 'react-router';
-
-export const MenuSwitcher = () => {
-  const { _ } = useLingui();
-
-  const { user } = useSession();
-
-  const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
-
-  const isUserAdmin = isAdmin(user);
-
-  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();
-  };
-
-  return (
-    <DropdownMenu>
-      <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={formatAvatarUrl(user.avatarImageId)}
-            avatarFallback={formatAvatarFallback(user.name || user.email)}
-            primaryText={user.name}
-            secondaryText={_(msg`Personal Account`)}
-            rightSideComponent={<ChevronsUpDown className="ml-auto h-4 w-4 text-muted-foreground" />}
-            textSectionClassName="hidden lg:flex"
-          />
-        </Button>
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className={cn('z-[60] ml-6 w-full min-w-[12rem] md:ml-0')} align="end" forceMount>
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" 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 && (
-          <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-            <Link to="/admin">
-              <Trans>Admin panel</Trans>
-            </Link>
-          </DropdownMenuItem>
-        )}
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/inbox">
-            <Trans>Personal Inbox</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/profile">
-            <Trans>User settings</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" onClick={() => setLanguageSwitcherOpen(true)}>
-          <Trans>Language</Trans>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem
-          className="hover:!text-destructive px-4 py-2 text-destructive/90"
-          onSelect={async () => authClient.signOut()}
-        >
-          <Trans>Sign Out</Trans>
-        </DropdownMenuItem>
-      </DropdownMenuContent>
-
-      <LanguageSwitcherDialog open={languageSwitcherOpen} setOpen={setLanguageSwitcherOpen} />
-    </DropdownMenu>
-  );
-};

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

@@ -1,6 +1,7 @@
 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 { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 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';
@@ -55,6 +56,12 @@ export const OrgMenuSwitcher = () => {
   const currentOrganisation = useOptionalCurrentOrganisation();
   const currentTeam = useOptionalCurrentTeam();
 
+  const canAccessOrganisationSettings =
+    currentOrganisation &&
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole);
+
+  const canAccessTeamSettings = currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole);
+
   // Use hovered org for teams display if available,
   // otherwise use current team's org if in a team,
   // finally fallback to selected org
@@ -161,7 +168,7 @@ export const OrgMenuSwitcher = () => {
                   {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                     <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                       <Link
-                        to={`/o/${org.url}/settings`}
+                        to={`/o/${org.url}/settings/general`}
                         className="mr-2 rounded-sm border p-1 text-muted-foreground transition-opacity duration-200 group-hover:opacity-100 md:opacity-0"
                       >
                         <Settings2Icon className="h-3.5 w-3.5" />
@@ -214,7 +221,7 @@ export const OrgMenuSwitcher = () => {
                       {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                         <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                           <Link
-                            to={`/t/${team.url}/settings`}
+                            to={`/t/${team.url}/settings/general`}
                             className="mr-2 rounded-sm border p-1 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100"
                           >
                             <Settings2Icon className="h-3.5 w-3.5" />
@@ -258,26 +265,23 @@ export const OrgMenuSwitcher = () => {
                 </DropdownMenuItem>
               )}
 
-              {currentOrganisation &&
-                canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole) && (
-                  <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                    <Link to={`/o/${currentOrganisation.url}/settings`}>
-                      <Trans>Organisation settings</Trans>
-                    </Link>
-                  </DropdownMenuItem>
-                )}
-
-              {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
-                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                  <Link to={`/t/${currentTeam.url}/settings`}>
-                    <Trans>Team settings</Trans>
-                  </Link>
-                </DropdownMenuItem>
-              )}
-
               <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
                 <Link to="/inbox">
-                  <Trans>Personal Inbox</Trans>
+                  <Trans>Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                <Link
+                  to={
+                    canAccessOrganisationSettings
+                      ? `/o/${currentOrganisation?.url}/settings/general`
+                      : canAccessTeamSettings
+                        ? `/t/${currentTeam?.url}/settings/general`
+                        : '/settings/profile'
+                  }
+                >
+                  <Trans>Settings</Trans>
                 </Link>
               </DropdownMenuItem>
 
@@ -287,6 +291,14 @@ export const OrgMenuSwitcher = () => {
                 </Link>
               </DropdownMenuItem>
 
+              {IS_BILLING_ENABLED() && (
+                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                  <Link to="/settings/billing">
+                    <Trans>Billing</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
               <DropdownMenuItem
                 className="px-4 py-2 text-muted-foreground"
                 onClick={() => setLanguageSwitcherOpen(true)}

apps/remix/app/components/general/organisation-usage-panel.tsx

@@ -1,13 +1,38 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import {
+  getQuotaUsagePercent,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from '@documenso/lib/universal/quota-usage';
+import { cn } from '@documenso/ui/lib/utils';
+import type { BadgeProps } from '@documenso/ui/primitives/badge';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import { useState } from 'react';
-import { match } from 'ts-pattern';
+import type { LucideIcon } from 'lucide-react';
+import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useId, useState } from 'react';
+
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
 
+type CapacityUsage = {
+  members: number;
+  teams: number;
+};
+
+type UsageRow = {
+  counter: 'document' | 'email' | 'api';
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  effectiveLimit: number | null;
+};
+
 type OrganisationUsagePanelProps = {
   organisationId: string;
   monthlyStats: Pick<
@@ -15,13 +40,151 @@ type OrganisationUsagePanelProps = {
     'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
   >[];
   organisationClaim: OrganisationClaim;
+  capacityUsage?: CapacityUsage;
+};
+
+type UsageCardState = {
+  status: {
+    label: ReactNode;
+    variant: NonNullable<BadgeProps['variant']>;
+  };
+  percent: number;
+  hasFiniteLimit: boolean;
+  progressClassName: string;
+  subtext: ReactNode;
+};
+
+type UsageCardStateOptions = {
+  used: number;
+  limit: number | null | undefined;
+  footnote?: ReactNode;
+};
+
+const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
+  const percent = getQuotaUsagePercent(used, limit ?? null);
+  const hasFiniteLimit = Boolean(limit && limit > 0);
+
+  if (limit === null || limit === undefined) {
+    return {
+      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (limit === 0) {
+    return {
+      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? <Trans>Resource blocked</Trans>,
+    };
+  }
+
+  if (used > limit) {
+    return {
+      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-destructive',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaExceeded(limit, used)) {
+    return {
+      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaNearing(limit, used)) {
+    return {
+      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  return {
+    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
+    percent,
+    hasFiniteLimit,
+    progressClassName: '',
+    subtext: footnote ?? null,
+  };
+};
+
+type UsageStatCardProps = {
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  limit: number | null | undefined;
+  /** When true the card is a plain counter with no limit, status or progress. */
+  countOnly?: boolean;
+  footnote?: ReactNode;
+  action?: ReactNode;
+};
+
+const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
+  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
+
+  return (
+    <div className="flex flex-col rounded-lg border bg-background p-5">
+      <div className="flex items-center justify-between gap-3">
+        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
+          <Icon className="h-4 w-4 text-muted-foreground" />
+          <span>{label}</span>
+        </div>
+
+        {!countOnly && (
+          <Badge variant={status.variant} size="small">
+            {status.label}
+          </Badge>
+        )}
+      </div>
+
+      <div className="mt-4 flex flex-1 flex-col">
+        <div className="flex items-baseline justify-between gap-2">
+          <div className="flex items-baseline gap-1.5">
+            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
+              {used.toLocaleString()}
+            </span>
+            {hasFiniteLimit ? (
+              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
+            ) : null}
+          </div>
+
+          {hasFiniteLimit ? (
+            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
+          ) : null}
+        </div>
+
+        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
+
+        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
+      </div>
+
+      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
+    </div>
+  );
 };
 
 export const OrganisationUsagePanel = ({
   organisationId,
   monthlyStats,
   organisationClaim,
+  capacityUsage,
 }: OrganisationUsagePanelProps) => {
+  const monthlyUsagePeriodId = useId();
   const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
 
   const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -30,86 +193,105 @@ export const OrganisationUsagePanel = ({
   // current period), so only offer the reset action when viewing the current month.
   const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
 
-  const rows = [
+  const capacityRows = capacityUsage
+    ? [
+        {
+          key: 'members',
+          label: <Trans>Members</Trans>,
+          icon: UsersIcon,
+          used: capacityUsage.members,
+          limit: normalizeCapacityLimit(organisationClaim.memberCount),
+        },
+        {
+          key: 'teams',
+          label: <Trans>Teams</Trans>,
+          icon: UsersRoundIcon,
+          used: capacityUsage.teams,
+          limit: normalizeCapacityLimit(organisationClaim.teamCount),
+        },
+      ]
+    : [];
+
+  const monthlyRows: UsageRow[] = [
     {
-      counter: 'document' as const,
+      counter: 'document',
       label: <Trans>Documents</Trans>,
+      icon: FileIcon,
       used: selectedStat?.documentCount ?? 0,
       effectiveLimit: organisationClaim.documentQuota,
     },
     {
-      counter: 'email' as const,
+      counter: 'email',
       label: <Trans>Emails</Trans>,
+      icon: MailIcon,
       used: selectedStat?.emailCount ?? 0,
       effectiveLimit: organisationClaim.emailQuota,
     },
     {
-      counter: 'api' as const,
+      counter: 'api',
       label: <Trans>API requests</Trans>,
+      icon: PlugIcon,
       used: selectedStat?.apiCount ?? 0,
       effectiveLimit: organisationClaim.apiQuota,
     },
   ];
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
-      <div className="flex items-center justify-between gap-2">
-        <h3 className="font-medium text-sm">
-          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
-        </h3>
+    <div className="mt-4 space-y-6">
+      {capacityRows.length > 0 ? (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {capacityRows.map((row) => (
+            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
+          ))}
+        </div>
+      ) : null}
 
-        {monthlyStats.length > 0 && (
-          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-            <SelectTrigger className="w-40">
-              <SelectValue />
-            </SelectTrigger>
-            <SelectContent>
-              {monthlyStats.map((stat) => (
-                <SelectItem key={stat.period} value={stat.period}>
-                  {stat.period}
-                </SelectItem>
-              ))}
-            </SelectContent>
-          </Select>
-        )}
-      </div>
+      <div className="space-y-3">
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
+            <Trans>Monthly usage</Trans>
+          </h3>
 
-      {rows.map((row) => {
-        const percent =
-          row.effectiveLimit && row.effectiveLimit > 0
-            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
-            : 0;
+          {monthlyStats.length > 0 ? (
+            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                {monthlyStats.map((stat) => (
+                  <SelectItem key={stat.period} value={stat.period}>
+                    {stat.period}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          ) : null}
+        </div>
 
-        return (
-          <div key={row.counter} className="space-y-1">
-            <div className="flex items-center justify-between text-sm">
-              <span>{row.label}</span>
-              <span className="text-muted-foreground">
-                {row.used} /{' '}
-                {match(row.effectiveLimit)
-                  .with(null, () => <Trans>Unlimited</Trans>)
-                  .with(0, () => <Trans>Blocked</Trans>)
-                  .otherwise(String)}
-              </span>
-            </div>
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {monthlyRows.map((row) => (
+            <UsageStatCard
+              key={row.counter}
+              label={row.label}
+              icon={row.icon}
+              used={row.used}
+              limit={row.effectiveLimit}
+              action={
+                selectedStat && isCurrentPeriod ? (
+                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+                ) : undefined
+              }
+            />
+          ))}
 
-            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
-
-            {selectedStat && isCurrentPeriod && (
-              <div className="flex w-full justify-end pt-1">
-                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-              </div>
-            )}
-          </div>
-        );
-      })}
-
-      <div className="space-y-1">
-        <div className="flex items-center justify-between text-sm">
-          <span>
-            <Trans>Reports</Trans>
-          </span>
-          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
+          <UsageStatCard
+            label={<Trans>Reports</Trans>}
+            icon={MailOpenIcon}
+            used={selectedStat?.emailReports ?? 0}
+            limit={null}
+            countOnly
+            footnote={<Trans>Sent this period</Trans>}
+          />
         </div>
       </div>
     </div>

apps/remix/app/components/general/organisation-usage-reset-button.tsx

@@ -2,6 +2,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
+import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 type OrganisationUsageResetButtonProps = {
@@ -32,6 +33,7 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
       loading={isPending}
       onClick={() => reset({ organisationId, counter })}
     >
+      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
       <Trans>Reset</Trans>
     </Button>
   );

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

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
+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';
@@ -13,8 +12,6 @@ export type OrganisationBillingPortalButtonProps = {
 };
 
 export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBillingPortalButtonProps) => {
-  const { organisations } = useSession();
-
   const organisation = useCurrentOrganisation();
 
   const { _ } = useLingui();
@@ -28,11 +25,10 @@ export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBil
     try {
       const { redirectUrl } = await manageSubscription({
         organisationId: organisation.id,
-        isPersonalLayoutMode: isPersonalLayout(organisations),
       });
 
       window.open(redirectUrl, '_blank');
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: _(msg`Something went wrong`),
         description: _(

apps/remix/app/components/general/pdf-viewer/pdf-viewer.tsx

@@ -231,7 +231,7 @@ export default function PDFViewer({
 
 type VirtualizedPageListProps = {
   scrollParentRef: ScrollTarget;
-  constraintRef: React.RefObject<HTMLDivElement>;
+  constraintRef: React.RefObject<HTMLDivElement | null>;
   pages: PageMeta[];
   numPages: number;
   pdf: pdfjsLib.PDFDocumentProxy;

apps/remix/app/components/general/rate-limit-array-input.tsx

@@ -1,7 +1,9 @@
+import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
+import { useState } from 'react';
 
 type RateLimitEntryValue = { window: string; max: number };
 
@@ -11,50 +13,153 @@ type RateLimitArrayInputProps = {
   disabled?: boolean;
 };
 
+const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
+
+/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
+const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
+
+/** Keep in-progress rows; drop rows that are completely empty. */
+const persistEntries = (entries: RateLimitEntryValue[]) => {
+  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
+};
+
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const entries = value ?? [];
+  const { t } = useLingui();
+  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
+
+  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
+
+  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
+    const window = entry.window.trim();
+
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    if (window === '') {
+      return t`Enter a window, e.g. 5m`;
+    }
+
+    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
+      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
+    }
+
+    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
+      return otherIndex !== index && otherEntry.window.trim() === window;
+    });
+
+    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
+  };
+
+  const getMaxError = (entry: RateLimitEntryValue) => {
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
+  };
 
   const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
-    onChange(next);
+    if (index >= value.length) {
+      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
+
+      if (hasEntryInput(nextDraftEntry)) {
+        onChange(persistEntries([...value, nextDraftEntry]));
+        setDraftEntry(null);
+        return;
+      }
+
+      setDraftEntry(nextDraftEntry);
+      return;
+    }
+
+    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(persistEntries(next));
   };
 
   const removeEntry = (index: number) => {
-    onChange(entries.filter((_, i) => i !== index));
+    if (index >= value.length) {
+      setDraftEntry(null);
+      return;
+    }
+
+    const next = value.filter((_, i) => i !== index);
+    onChange(persistEntries(next));
   };
 
   const addEntry = () => {
-    onChange([...entries, { window: '5m', max: 100 }]);
+    setDraftEntry(EMPTY_ENTRY);
   };
 
+  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
+  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
+
   return (
     <div className="space-y-2">
-      {entries.map((entry, index) => (
-        <div key={index} className="flex items-center gap-2">
-          <Input
-            className="w-24"
-            placeholder="5m"
-            value={entry.window}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { window: e.target.value })}
-          />
-          <Input
-            className="w-32"
-            type="number"
-            min={1}
-            value={entry.max}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-          />
-          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
-            <Trash2Icon className="h-4 w-4" />
-          </Button>
-        </div>
-      ))}
+      <div className="flex items-center gap-2 text-muted-foreground text-xs">
+        <span className="w-20 shrink-0">
+          <Trans>Window</Trans>
+        </span>
+        <span className="flex-1">
+          <Trans>Max requests</Trans>
+        </span>
+        <span className="w-9 shrink-0" aria-hidden="true" />
+      </div>
 
-      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
+      {entries.map((entry, index) => {
+        const windowError = getWindowError(entry, index);
+        const maxError = getMaxError(entry);
+
+        return (
+          <div key={index} className="space-y-1">
+            <div className="flex items-center gap-2">
+              <Input
+                className="w-20 shrink-0"
+                placeholder="5m"
+                value={entry.window}
+                disabled={disabled}
+                aria-invalid={Boolean(windowError)}
+                onChange={(e) => updateEntry(index, { window: e.target.value })}
+              />
+              <Input
+                className="flex-1"
+                type="number"
+                min={1}
+                placeholder="100"
+                value={entry.max || ''}
+                disabled={disabled}
+                aria-invalid={Boolean(maxError)}
+                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+              />
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
+                disabled={disabled}
+                aria-label={t`Remove rate limit`}
+                onClick={() => removeEntry(index)}
+              >
+                <Trash2Icon className="h-4 w-4" />
+              </Button>
+            </div>
+
+            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
+            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
+          </div>
+        );
+      })}
+
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        className="w-full border-dashed"
+        disabled={isAddDisabled}
+        onClick={addEntry}
+      >
         <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit</Trans>
+        <Trans>Add rate limit window</Trans>
       </Button>
     </div>
   );

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

@@ -12,9 +12,9 @@ export type SettingsHeaderProps = {
 export const SettingsHeader = ({ children, title, subtitle, className, hideDivider }: SettingsHeaderProps) => {
   return (
     <>
-      <div className={cn('flex flex-row items-center justify-between', className)}>
+      <div className={cn('mb-4 flex flex-row items-center justify-between', className)}>
         <div>
-          <h3 className="font-medium text-lg">{title}</h3>
+          <h2 className="font-bold text-xl">{title}</h2>
 
           <p className="text-muted-foreground text-sm md:mt-2">{subtitle}</p>
         </div>
@@ -22,7 +22,7 @@ export const SettingsHeader = ({ children, title, subtitle, className, hideDivid
         {children}
       </div>
 
-      {!hideDivider && <hr className="my-4" />}
+      {!hideDivider && <hr className="mb-4" />}
     </>
   );
 };

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

@@ -1,137 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-col gap-y-2', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>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 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>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/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/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

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

@@ -1,144 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import {
-  BracesIcon,
-  CreditCardIcon,
-  Globe2Icon,
-  Lock,
-  MailIcon,
-  PaletteIcon,
-  Settings2Icon,
-  User,
-  Users,
-  WebhookIcon,
-} from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>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/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>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/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/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

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

@@ -0,0 +1,200 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { type INTERNAL_CLAIM_ID, internalClaims } from '@documenso/lib/types/subscription';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsOrgSwitcherProps = {
+  currentOrgUrl: string;
+};
+
+export const SettingsOrgSwitcher = ({ currentOrgUrl }: SettingsOrgSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const manageableOrgs = useMemo(
+    () =>
+      organisations.filter(
+        (org) =>
+          canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+          org.teams.some((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)),
+      ),
+    [organisations],
+  );
+
+  const currentOrg = manageableOrgs.find((org) => org.url === currentOrgUrl);
+
+  const hasManageableBillingOrgs = useMemo(
+    () => organisations.some((org) => canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole)),
+    [organisations],
+  );
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableOrgs;
+    }
+
+    return manageableOrgs.filter((org) => org.name.toLowerCase().includes(q));
+  }, [manageableOrgs, query]);
+
+  const isBillingEnabled = IS_BILLING_ENABLED();
+
+  const handleSelect = (orgUrl: string) => {
+    const destinationOrg = manageableOrgs.find((org) => org.url === orgUrl);
+
+    if (!destinationOrg) {
+      return;
+    }
+
+    const manageableTeam = destinationOrg.teams.find((team) =>
+      canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole),
+    );
+
+    const destinationGroups = getSettingsNavGroups({
+      organisation: {
+        url: destinationOrg.url,
+        currentOrganisationRole: destinationOrg.currentOrganisationRole,
+        organisationClaim: destinationOrg.organisationClaim,
+      },
+      team: manageableTeam ? { url: manageableTeam.url, currentTeamRole: manageableTeam.currentTeamRole } : null,
+      hasManageableBillingOrgs,
+    });
+
+    // The list also contains organisations the user can only reach through a team they
+    // manage — for those `getSettingsNavGroups` returns no organisation group, so we land
+    // them in the team group instead of on an organisation page they aren't authorised for.
+    const destinationGroup = destinationGroups.organisation ?? destinationGroups.team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg) {
+    return null;
+  }
+
+  // Resolve an organisation's plan label. Unknown or custom claims (including
+  // self-hosted custom claim IDs) fall back to "Custom Plan".
+  const getPlanName = (organisationClaimId: string | null) => {
+    const planClaim =
+      organisationClaimId && organisationClaimId in internalClaims
+        ? internalClaims[organisationClaimId as INTERNAL_CLAIM_ID]
+        : undefined;
+
+    return planClaim ? t`${planClaim.name} Plan` : t`Custom Plan`;
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-org-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentOrg.avatarImageId)}
+            avatarFallback={currentOrg.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentOrg.name}</span>}
+            secondaryText={
+              isBillingEnabled ? getPlanName(currentOrg.organisationClaim.originalSubscriptionClaimId) : undefined
+            }
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-org-switcher-content"
+      >
+        {manageableOrgs.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search organisations…`}
+                className="h-8 pl-7"
+                data-testid="settings-org-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((org) => {
+            const isCurrent = org.url === currentOrgUrl;
+            return (
+              <li key={org.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(org.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-org-switcher-item-${org.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(org.avatarImageId)}
+                    avatarFallback={org.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{org.name}</span>}
+                    secondaryText={
+                      isBillingEnabled ? getPlanName(org.organisationClaim.originalSubscriptionClaimId) : undefined
+                    }
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-org-switcher-create">
+            <a href="/settings/organisations?action=add-organisation">
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create organisation</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-scope-breadcrumb.tsx

@@ -0,0 +1,58 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Trans } from '@lingui/react/macro';
+import { Building2Icon, ChevronRightIcon, UserIcon, Users2Icon } from 'lucide-react';
+
+export type SettingsScopeBreadcrumbProps = {
+  scope: 'organisation' | 'team' | 'account';
+  scopeName: string;
+  crumbs: string[];
+};
+
+export const SettingsScopeBreadcrumb = ({ scope, scopeName, crumbs }: SettingsScopeBreadcrumbProps) => {
+  return (
+    <nav
+      aria-label="settings-scope-breadcrumb"
+      className="mb-4 flex flex-wrap items-center gap-2 text-muted-foreground text-sm"
+      data-testid="settings-scope-breadcrumb"
+    >
+      <span>{scopeName}</span>
+
+      {crumbs.map((crumb, idx) => {
+        const isLeaf = idx === crumbs.length - 1;
+
+        return (
+          <span key={`${crumb}-${idx}`} className="flex items-center gap-2">
+            <ChevronRightIcon className="h-3.5 w-3.5 opacity-50" />
+            <span className={cn(isLeaf && 'font-semibold text-foreground')}>{crumb}</span>
+          </span>
+        );
+      })}
+      <Badge
+        variant={scope === 'organisation' ? 'default' : scope === 'team' ? 'secondary' : 'neutral'}
+        role="presentation"
+        className="ml-auto gap-1.5"
+        data-testid="settings-scope-breadcrumb-chip"
+      >
+        {scope === 'organisation' && (
+          <>
+            <Building2Icon className="h-3.5 w-3.5" />
+            <Trans>Organisation Settings</Trans>
+          </>
+        )}
+        {scope === 'team' && (
+          <>
+            <Users2Icon className="h-3.5 w-3.5" />
+            <Trans>Team Settings</Trans>
+          </>
+        )}
+        {scope === 'account' && (
+          <>
+            <UserIcon className="h-3.5 w-3.5" />
+            <Trans>Account Settings</Trans>
+          </>
+        )}
+      </Badge>
+    </nav>
+  );
+};

apps/remix/app/components/general/settings-team-switcher.tsx

@@ -0,0 +1,166 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsTeamSwitcherProps = {
+  currentOrgUrl: string;
+  currentTeamUrl: string | null;
+};
+
+export const SettingsTeamSwitcher = ({ currentOrgUrl, currentTeamUrl }: SettingsTeamSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const currentOrg = organisations.find((org) => org.url === currentOrgUrl);
+
+  const manageableTeams = useMemo(
+    () =>
+      currentOrg ? currentOrg.teams.filter((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)) : [],
+    [currentOrg],
+  );
+
+  const currentTeam = manageableTeams.find((team) => team.url === currentTeamUrl) ?? manageableTeams[0];
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableTeams;
+    }
+
+    return manageableTeams.filter((team) => team.name.toLowerCase().includes(q));
+  }, [manageableTeams, query]);
+
+  const handleSelect = (teamUrl: string) => {
+    const destinationTeam = manageableTeams.find((team) => team.url === teamUrl);
+
+    if (!currentOrg || !destinationTeam) {
+      return;
+    }
+
+    const destinationGroup = getSettingsNavGroups({
+      organisation: {
+        url: currentOrg.url,
+        currentOrganisationRole: currentOrg.currentOrganisationRole,
+        organisationClaim: currentOrg.organisationClaim,
+      },
+      team: { url: destinationTeam.url, currentTeamRole: destinationTeam.currentTeamRole },
+      hasManageableBillingOrgs: false,
+    }).team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg || !currentTeam) {
+    return null;
+  }
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-team-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentTeam.avatarImageId)}
+            avatarFallback={currentTeam.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentTeam.name}</span>}
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-team-switcher-content"
+      >
+        {manageableTeams.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search teams…`}
+                className="h-8 pl-7"
+                data-testid="settings-team-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((team) => {
+            const isCurrent = team.url === currentTeam.url;
+            return (
+              <li key={team.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(team.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-team-switcher-item-${team.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(team.avatarImageId)}
+                    avatarFallback={team.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{team.name}</span>}
+                    secondaryText={t(EXTENDED_TEAM_MEMBER_ROLE_MAP[team.currentTeamRole])}
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-team-switcher-create">
+            <a href={`/o/${currentOrg.url}/settings/teams?action=add-team`}>
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create team</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-upsell/branding-upsell.tsx

@@ -0,0 +1,195 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { Trans } from '@lingui/react/macro';
+import { motion, useReducedMotion } from 'framer-motion';
+
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+const DEMO_BRANDS = [
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#A2E771',
+    ink: '#162C07',
+    tint: '#F2FBEA',
+    sheen: 'rgba(162, 231, 113, 0.32)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#387BC7',
+    ink: '#ffffff',
+    tint: '#EDF3FA',
+    sheen: 'rgba(56, 123, 199, 0.28)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#9747F5',
+    ink: '#ffffff',
+    tint: '#F4EDFE',
+    sheen: 'rgba(151, 71, 245, 0.26)',
+  },
+];
+
+/**
+ * Milliseconds each brand is shown before cycling to the next.
+ */
+const BRAND_CYCLE_INTERVAL_MS = 2400;
+
+export const BrandingUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+  const brandIndex = useTimedCycle(DEMO_BRANDS.map(() => BRAND_CYCLE_INTERVAL_MS));
+
+  const isStatic = isReducedMotion ?? false;
+
+  const brand = DEMO_BRANDS[brandIndex];
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Teams</Trans>}
+      title={<Trans>Unlock Branding Preferences</Trans>}
+      description={
+        <Trans>Put your own brand on every document you send. Branding is available on the Teams plan and above.</Trans>
+      }
+      features={[
+        <Trans key="logo">Your logo on signing pages and emails</Trans>,
+        <Trans key="details">Company details and website in email footers</Trans>,
+        <Trans key="teams">Separate branding per team</Trans>,
+      ]}
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="flex h-8 items-center justify-between px-1">
+            <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+              <Trans>Brand accent</Trans>
+            </span>
+
+            <div className="flex shrink-0 items-center gap-2">
+              {DEMO_BRANDS.map((dotBrand, index) => (
+                <motion.div
+                  key={index}
+                  initial={isStatic ? false : undefined}
+                  animate={{
+                    scale: index === brandIndex ? 1.25 : 1,
+                    opacity: index === brandIndex ? 1 : 0.42,
+                    boxShadow:
+                      index === brandIndex ? '0 0 0 3px rgba(15, 23, 42, 0.08)' : '0 0 0 0 rgba(15, 23, 42, 0)',
+                  }}
+                  transition={SPRING}
+                  className="h-[13px] w-[13px] rounded-full"
+                  style={{ backgroundColor: dotBrand.accent }}
+                />
+              ))}
+            </div>
+          </div>
+
+          <div className="relative mt-3 flex flex-col overflow-hidden rounded-lg border bg-background shadow-sm">
+            <motion.div
+              initial={isStatic ? false : undefined}
+              animate={{ backgroundColor: brand.tint }}
+              transition={{ duration: 0.45, ease: EASE }}
+              className="flex items-center gap-2.5 border-b px-4 py-3"
+            >
+              {/* The sender identity never changes — only the tile colours tween per brand. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="flex h-8 w-8 shrink-0 items-center justify-center rounded-lg font-semibold text-sm"
+              >
+                {brand.letter}
+              </motion.div>
+
+              {/*
+               * Hardcoded inks (not theme tokens): this row sits on the
+               * hardcoded light `tint` band, so it pairs with hardcoded ink
+               * colours the same way the email sibling pairs its hardcoded
+               * avatar surfaces (hardcoded surface => hardcoded ink).
+               */}
+              <div className="min-w-0">
+                <div className="font-medium text-[#0f172a] text-sm">
+                  <p className="truncate">{brand.name}</p>
+                </div>
+
+                <div className="font-mono text-[#64748b] text-xs">
+                  <p className="truncate">{brand.domain}</p>
+                </div>
+              </div>
+            </motion.div>
+
+            <div className="px-4 py-3.5">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+
+              {/* Same replay split as the logo tile: colours tween on the persistent button, the pop replays per brand on the remounting label. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="mt-3 inline-block rounded-md px-3 py-1.5 font-medium text-xs"
+              >
+                <motion.span
+                  key={brandIndex}
+                  initial={isStatic ? false : { scale: 0.96 }}
+                  animate={{ scale: 1 }}
+                  transition={{ ...POP, delay: 0.06 }}
+                  className="inline-block"
+                >
+                  <Trans>Sign</Trans>
+                </motion.span>
+              </motion.div>
+            </div>
+
+            <div className="mt-auto flex items-center gap-2.5 border-t bg-muted px-4 py-2.5">
+              <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+                <Trans>Company details</Trans>
+              </span>
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[54px] rounded-full"
+                style={{ opacity: 0.45 }}
+              />
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[34px] rounded-full"
+                style={{ opacity: 0.22 }}
+              />
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep per brand. No opacity envelope —
+             * keyframe arrays are unreliable on strict-mode remounts; both
+             * endpoints sit outside the overflow-hidden card, so the clip
+             * provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${brandIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.15, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: `linear-gradient(105deg, transparent, ${brand.sheen}, transparent)` }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/email-domains-upsell.tsx

@@ -0,0 +1,213 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { cn } from '@documenso/ui/lib/utils';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { BadgeCheckIcon, MailIcon } from 'lucide-react';
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+/**
+ * Named sender identities cycled through while the preview is in its branded
+ * state — one per branded cycle step, shown as the sender name and address.
+ */
+const BRANDED_SENDERS = [
+  { name: 'Support', email: 'support@example.com' },
+  { name: 'Team', email: 'hello@example.com' },
+  { name: 'Sales', email: 'sales@example.com' },
+  { name: 'Example', email: 'noreply@example.com' },
+];
+
+/**
+ * How long the initial unbranded (Documenso default) state is shown before
+ * the first flip starts. Shown exactly once — the cycle never returns to it.
+ */
+const INITIAL_STATE_DURATION_MS = 2500;
+
+/**
+ * How long each branded sender identity is shown before cycling to the next,
+ * giving the viewer time to read the changed address.
+ */
+const BRANDED_STATE_DURATION_MS = 5000;
+
+/**
+ * One duration per cycle step: the unbranded state first, then one step per
+ * named sender identity, derived from the identity count so the two cannot
+ * drift.
+ */
+const EMAIL_CYCLE_DURATIONS_MS = [INITIAL_STATE_DURATION_MS, ...BRANDED_SENDERS.map(() => BRANDED_STATE_DURATION_MS)];
+
+export const EmailDomainsUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+
+  // Loop from index 1: the unbranded Documenso intro plays exactly once,
+  // then the cycle rotates through the branded senders only.
+  const cycleIndex = useTimedCycle(EMAIL_CYCLE_DURATIONS_MS, 1);
+
+  const isBranded = cycleIndex > 0;
+  const brandedSender = BRANDED_SENDERS[cycleIndex - 1] ?? BRANDED_SENDERS[0];
+
+  const isStatic = isReducedMotion ?? false;
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock Email Domains</Trans>}
+      description={
+        <Trans>Send documents from your own domain. Email domains are available on the Enterprise plan.</Trans>
+      }
+      features={[
+        <Trans key="journey">Send emails to recipients from your domain</Trans>,
+        <Trans key="dns">Easy DNS setup with auto-generated DKIM and SPF records</Trans>,
+        <Trans key="senders">Named senders with defaults per team, template or document</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-8">
+            <AnimatePresence mode="wait" initial={false}>
+              <motion.div
+                key={isBranded ? 'chip-on' : 'chip-off'}
+                initial={isStatic ? false : { opacity: 0, y: 8, scale: 0.96 }}
+                animate={{ opacity: 1, y: 0, scale: 1 }}
+                exit={{ opacity: 0, y: -8, scale: 0.96 }}
+                transition={SPRING}
+                className={cn(
+                  'absolute inset-0 flex items-center gap-2 rounded-full border bg-background px-3 font-mono text-xs',
+                  isBranded ? 'border-documenso-300 text-documenso-800' : 'text-muted-foreground',
+                )}
+              >
+                {isBranded ? (
+                  <BadgeCheckIcon className="h-3.5 w-3.5 shrink-0 text-documenso-700" />
+                ) : (
+                  <MailIcon className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
+                )}
+
+                <span className="truncate">
+                  {isBranded ? <Trans>Sending from your domain</Trans> : <Trans>Sending from app.documenso.com</Trans>}
+                </span>
+              </motion.div>
+            </AnimatePresence>
+          </div>
+
+          <div className="relative mt-4 overflow-hidden rounded-lg border bg-background shadow-sm">
+            <div className="flex items-center gap-2 border-b p-4">
+              <div className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full font-semibold text-sm">
+                <AnimatePresence mode="wait" initial={false}>
+                  <motion.span
+                    key={`logo-${cycleIndex}`}
+                    initial={isStatic ? false : { opacity: 0, y: 6 }}
+                    animate={{ opacity: 1, y: 0 }}
+                    exit={{ opacity: 0, y: -6 }}
+                    transition={{ duration: 0.22 }}
+                  >
+                    {/*
+                     * Remounts with its keyed parent on every cycle step so the
+                     * pop replays each change. Single-value spring (POP
+                     * overshoots past 1) instead of scale keyframes — keyframe
+                     * arrays are unreliable on strict-mode remounts.
+                     */}
+                    <motion.span
+                      initial={isStatic ? false : { scale: 0.8 }}
+                      animate={{ scale: 1 }}
+                      transition={{ scale: POP }}
+                      className="inline-block"
+                    >
+                      {isBranded ? (
+                        <Avatar className="h-8 w-8 border border-solid">
+                          {organisation.avatarImageId && (
+                            <AvatarImage src={formatAvatarUrl(organisation.avatarImageId)} />
+                          )}
+                          <AvatarFallback className="text-sm">{brandedSender.name[0]}</AvatarFallback>
+                        </Avatar>
+                      ) : (
+                        <BrandingLogoIcon className="h-8 w-8" />
+                      )}
+                    </motion.span>
+                  </motion.span>
+                </AnimatePresence>
+              </div>
+
+              <div className="min-w-0">
+                <div className="font-medium text-sm">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.div
+                      key={`name-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="flex min-w-0 items-center gap-1.5"
+                    >
+                      <span className="min-w-0 truncate">{isBranded ? brandedSender.name : 'Documenso'}</span>
+
+                      {/* Inside the keyed row so it exits with the name and pops back in on every cycle step. */}
+                      {isBranded && (
+                        <motion.span
+                          initial={isStatic ? false : { scale: 0, rotate: -40 }}
+                          animate={{ scale: 1, rotate: 0 }}
+                          transition={{ ...POP, delay: 0.12 }}
+                          className="shrink-0"
+                        >
+                          <BadgeCheckIcon className="h-3.5 w-3.5 text-documenso-700" />
+                        </motion.span>
+                      )}
+                    </motion.div>
+                  </AnimatePresence>
+                </div>
+
+                <div className="font-mono text-muted-foreground text-xs">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.p
+                      key={`addr-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="truncate"
+                    >
+                      {isBranded ? brandedSender.email : 'noreply@app.documenso.com'}
+                    </motion.p>
+                  </AnimatePresence>
+                </div>
+              </div>
+            </div>
+
+            <div className="p-4">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep on every cycle step. No opacity
+             * envelope — keyframe arrays are unreliable on strict-mode
+             * remounts; both endpoints sit outside the overflow-hidden card,
+             * so the clip provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${cycleIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.2, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.32), transparent)' }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/motion.ts

@@ -0,0 +1,9 @@
+/**
+ * Shared motion vocabulary for the settings upsell previews. Values ported
+ * from the design prototype (`design/SSO Upsell.dc.html`).
+ */
+export const SPRING = { type: 'spring', stiffness: 280, damping: 22 } as const;
+
+export const POP = { type: 'spring', stiffness: 420, damping: 16 } as const;
+
+export const EASE = [0.22, 0.61, 0.36, 1] as const;

apps/remix/app/components/general/settings-upsell/settings-upsell-card.tsx

@@ -0,0 +1,118 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { ArrowRightIcon, CheckIcon, LockIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { Link } from 'react-router';
+
+export type SettingsUpsellCardProps = {
+  planLabel: ReactNode;
+  title: ReactNode;
+  description: ReactNode;
+  features: ReactNode[];
+  preview: ReactNode;
+
+  /**
+   * CTA label. Defaults to "Upgrade Plan".
+   */
+  ctaLabel?: ReactNode;
+
+  /**
+   * CTA destination. Defaults to the organisation billing settings page.
+   */
+  ctaTo?: string;
+
+  /**
+   * Render the CTA as an external link (new tab) instead of an internal route.
+   */
+  ctaExternal?: boolean;
+};
+
+/**
+ * Shared split-card layout for claim-gated settings upsells on Documenso
+ * Cloud. The left pane pitches the feature (plan badge, title, description,
+ * feature list, upgrade CTA); the right pane renders a decorative scenario
+ * preview supplied by the caller.
+ *
+ * Callers decide *when* to render this (cloud + missing claim flag).
+ */
+export const SettingsUpsellCard = ({
+  planLabel,
+  title,
+  description,
+  features,
+  preview,
+  ctaLabel,
+  ctaTo,
+  ctaExternal = false,
+}: SettingsUpsellCardProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const canManageBilling = canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole);
+
+  const ctaHref = ctaTo ?? `/o/${organisation.url}/settings/billing`;
+
+  const ctaContent = (
+    <>
+      {ctaLabel ?? <Trans>Upgrade Plan</Trans>}
+      <ArrowRightIcon className="ml-2 h-4 w-4" />
+    </>
+  );
+
+  return (
+    <div className="mt-8 overflow-hidden rounded-xl border-2 ring-4 ring-muted/70 md:grid md:grid-cols-[1.08fr_0.92fr] xl:-mx-8">
+      {/*
+       * `min-w-0` on both grid items: `fr` tracks have an `auto` content
+       * minimum, so long preview content (e.g. a wide mono domain line) would
+       * otherwise widen the right track beyond its 0.92fr share — and
+       * re-balance the whole grid on every preview cycle (layout shift).
+       */}
+      <div className="flex min-w-0 flex-col items-start p-6 md:p-8">
+        <Badge size="small">
+          <LockIcon className="mr-1 h-3 w-3" />
+          <span className="uppercase">{planLabel}</span>
+        </Badge>
+
+        <h3 className="mt-4 font-semibold text-xl">{title}</h3>
+
+        <p className="mt-2 max-w-[40ch] text-muted-foreground text-sm">{description}</p>
+
+        <ul className="mt-6 space-y-3">
+          {features.map((feature, index) => (
+            <li key={index} className="flex items-start gap-2.5 text-sm">
+              <span className="mt-0.5 flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-documenso-200">
+                <CheckIcon className="h-3 w-3 text-documenso-800" strokeWidth={2.5} />
+              </span>
+              {feature}
+            </li>
+          ))}
+        </ul>
+
+        {canManageBilling ? (
+          <Button className="mt-8" asChild>
+            {ctaExternal ? (
+              <a href={ctaHref} target="_blank" rel="noreferrer">
+                {ctaContent}
+              </a>
+            ) : (
+              <Link to={ctaHref}>{ctaContent}</Link>
+            )}
+          </Button>
+        ) : (
+          <p className="mt-8 text-muted-foreground text-xs">
+            <Trans>Contact your organisation owner to upgrade plans.</Trans>
+          </p>
+        )}
+      </div>
+
+      <div
+        aria-hidden="true"
+        className="flex min-w-0 flex-col justify-center gap-3 border-t bg-muted p-6 md:border-t-0 md:border-l md:p-8"
+      >
+        {preview}
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/settings-upsell/sso-portal-upsell.tsx

@@ -0,0 +1,260 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { FingerprintIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+export const SsoPortalUpsell = () => {
+  const isReducedMotion = useReducedMotion();
+  const sceneIndex = useTimedCycle(SSO_SCENE_DURATIONS_MS);
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock the Organisation SSO Portal</Trans>}
+      description={
+        <Trans>
+          Give your members a dedicated single sign-on portal. The SSO portal is available on the Enterprise plan.
+        </Trans>
+      }
+      features={[
+        <Trans key="oidc">Works with any OIDC provider — Okta, Entra ID, Google and more</Trans>,
+        <Trans key="jit">Accounts are automatically added to your organisation on sign-in</Trans>,
+        <Trans key="control">Restrict sign-ins by email domain and choose the default role</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-[236px]">
+            <AnimatePresence mode="wait" initial={false}>
+              {sceneIndex === 0 && <PortalScene key="portal" isStatic={isReducedMotion ?? false} />}
+              {sceneIndex === 1 && <RedirectScene key="redirect" />}
+              {sceneIndex === 2 && <SuccessScene key="success" />}
+            </AnimatePresence>
+          </div>
+        </div>
+      }
+    />
+  );
+};
+
+/**
+ * Absolute-positioned panel each scene renders in, handling the shared
+ * slide-and-fade transition between scenes.
+ */
+const ScenePanel = ({ children }: { children: ReactNode }) => {
+  return (
+    <motion.div
+      initial={{ opacity: 0, y: 12, scale: 0.98 }}
+      animate={{ opacity: 1, y: 0, scale: 1 }}
+      exit={{ opacity: 0, y: -12, scale: 0.98 }}
+      transition={{ duration: 0.34, ease: EASE }}
+      className="absolute inset-0 flex flex-col items-center justify-center overflow-hidden rounded-lg border bg-background p-6 text-center shadow-sm"
+    >
+      {children}
+    </motion.div>
+  );
+};
+
+/**
+ * Scene 1: the organisation's SSO portal, with a timed faux press on the
+ * "Continue with SSO" button (cursor flies in, button dips, sheen sweeps).
+ *
+ * When `isStatic` is set (reduced motion) every element renders with
+ * `initial={false}`, skipping entrance and press animations.
+ */
+const PortalScene = ({ isStatic }: { isStatic: boolean }) => {
+  const organisation = useCurrentOrganisation();
+
+  const rise = (delay: number) => ({
+    initial: isStatic ? false : { y: 10, opacity: 0 },
+    animate: { y: 0, opacity: 1 },
+    transition: { ...SPRING, delay },
+  });
+
+  return (
+    <ScenePanel>
+      <motion.div
+        initial={isStatic ? false : { scale: 0.5, opacity: 0 }}
+        animate={{ scale: 1, opacity: 1 }}
+        transition={{ ...POP, delay: 0.04 }}
+      >
+        <div className="flex h-10 w-10 items-center justify-center rounded-md bg-documenso-200 font-semibold text-documenso-900">
+          {([...organisation.name][0] ?? 'D').toUpperCase()}
+        </div>
+      </motion.div>
+
+      <motion.p {...rise(0.12)} className="mt-3.5 font-semibold text-sm">
+        <Trans>Welcome to {organisation.name}</Trans>
+      </motion.p>
+
+      <motion.p {...rise(0.18)} className="mt-1 text-muted-foreground text-xs">
+        <Trans>Single sign-on</Trans>
+      </motion.p>
+
+      <div className="relative mt-4 w-full">
+        <motion.div
+          initial={isStatic ? false : { y: 10, opacity: 0, scale: 1 }}
+          animate={{ y: 0, opacity: 1, scale: [1, 1, 0.955, 1] }}
+          transition={{
+            y: { ...SPRING, delay: 0.24 },
+            opacity: { duration: 0.3, delay: 0.24 },
+            scale: { duration: 2.6, times: [0, 0.63, 0.72, 0.84], ease: 'easeOut' },
+          }}
+          className="relative flex h-[38px] w-full items-center justify-center overflow-hidden rounded-md bg-foreground font-semibold text-background text-sm"
+        >
+          <span>
+            <Trans>Continue with SSO</Trans>
+          </span>
+
+          <motion.div
+            initial={isStatic ? false : { x: '-130%' }}
+            animate={{ x: '150%' }}
+            transition={{ duration: 0.85, delay: 1.75, ease: 'easeOut' }}
+            className="absolute top-0 bottom-0 left-[20%] w-3/5"
+            style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.45), transparent)' }}
+          />
+        </motion.div>
+
+        <motion.svg
+          initial={isStatic ? false : { x: 30, y: 30, opacity: 0, scale: 1 }}
+          animate={{
+            x: [30, 30, 0, 0, 0],
+            y: [30, 30, 0, 0, 0],
+            opacity: [0, 1, 1, 1, 0],
+            scale: [1, 1, 1, 0.82, 1],
+          }}
+          transition={{ duration: 2.6, times: [0, 0.3, 0.63, 0.72, 0.94], ease: EASE }}
+          width={17}
+          height={17}
+          viewBox="0 0 24 24"
+          strokeWidth={1.4}
+          strokeLinejoin="round"
+          className="absolute right-[26px] -bottom-2.5 fill-foreground stroke-background"
+        >
+          <path d="M4 2.5 19 12l-6.6 1.4L9.7 19.6z" />
+        </motion.svg>
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 2: redirecting to the identity provider, with a rotating ring around
+ * a fingerprint tile and a filling progress bar.
+ */
+const RedirectScene = () => {
+  return (
+    <ScenePanel>
+      <div className="relative flex h-[46px] w-[46px] items-center justify-center">
+        <motion.div
+          animate={{ rotate: 360 }}
+          transition={{ duration: 0.95, repeat: Number.POSITIVE_INFINITY, ease: 'linear' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderTopColor: '#A2E771' }}
+        />
+
+        <div className="flex h-[34px] w-[34px] items-center justify-center rounded-full bg-muted">
+          <FingerprintIcon className="h-[18px] w-[18px] text-muted-foreground" strokeWidth={1.6} />
+        </div>
+      </div>
+
+      <motion.p
+        initial={{ y: 8, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.08 }}
+        className="mt-3.5 max-w-[22ch] text-sm"
+      >
+        <Trans>Redirecting to your identity provider</Trans>
+      </motion.p>
+
+      <div className="mt-4 h-1 w-[140px] overflow-hidden rounded-full bg-border">
+        <motion.div
+          initial={{ width: '0%' }}
+          animate={{ width: '100%' }}
+          transition={{ duration: 1.35, ease: 'easeInOut' }}
+          className="h-full rounded-full bg-documenso"
+        />
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 3: signed in, with an expanding pulse ring, a popping green circle,
+ * a drawn checkmark and the signed-in member's email.
+ */
+const SuccessScene = () => {
+  const { user } = useSession();
+
+  return (
+    <ScenePanel>
+      <div className="relative h-10 w-10">
+        <motion.div
+          initial={{ scale: 0.7, opacity: 0.85 }}
+          animate={{ scale: 2.1, opacity: 0 }}
+          transition={{ duration: 1.1, ease: 'easeOut' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderColor: '#A2E771' }}
+        />
+
+        <motion.div
+          initial={{ scale: 0.4, opacity: 0 }}
+          animate={{ scale: 1, opacity: 1 }}
+          transition={POP}
+          className="absolute inset-0 flex items-center justify-center rounded-full bg-documenso-200"
+        >
+          <svg
+            width={19}
+            height={19}
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            strokeWidth={2.4}
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            className="text-documenso-900"
+          >
+            <motion.path
+              d="M20 6 9 17l-5-5"
+              initial={{ pathLength: 0 }}
+              animate={{ pathLength: 1 }}
+              transition={{ duration: 0.4, delay: 0.12, ease: 'easeOut' }}
+            />
+          </svg>
+        </motion.div>
+      </div>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.16 }}
+        className="mt-3.5 font-semibold text-sm"
+      >
+        <Trans>Signed in</Trans>
+      </motion.p>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.24 }}
+        className="mt-1 font-mono text-muted-foreground text-xs"
+      >
+        {user.email}
+      </motion.p>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Milliseconds each scene is shown before advancing: portal, redirect,
+ * success.
+ */
+const SSO_SCENE_DURATIONS_MS = [3000, 2500, 3000];

apps/remix/app/components/general/settings-upsell/use-timed-cycle.ts

@@ -0,0 +1,47 @@
+import { useReducedMotion } from 'framer-motion';
+import { useEffect, useState } from 'react';
+
+/**
+ * Cycles an index through `durations.length` steps, waiting `durations[i]`
+ * milliseconds on step `i` before advancing to the next.
+ *
+ * When the cycle wraps past the last step it continues from `loopStartIndex`
+ * (default `0`), letting consumers play intro-only steps exactly once and
+ * then loop through the remaining steps forever.
+ *
+ * Under `prefers-reduced-motion` the cycle never starts and the index stays
+ * at 0, so consumers render their initial state statically.
+ *
+ * Pass module-level constants for `durations` and `loopStartIndex` — their
+ * identities are intentionally not dependencies.
+ */
+export const useTimedCycle = (durations: number[], loopStartIndex = 0) => {
+  const [index, setIndex] = useState(0);
+
+  const isReducedMotion = useReducedMotion();
+
+  useEffect(() => {
+    if (isReducedMotion || durations.length === 0) {
+      setIndex(0);
+      return;
+    }
+
+    let current = 0;
+    let timeout: ReturnType<typeof setTimeout>;
+
+    const tick = () => {
+      const next = current + 1;
+
+      current = next >= durations.length ? Math.min(loopStartIndex, durations.length - 1) : next;
+
+      setIndex(current);
+      timeout = setTimeout(tick, durations[current]);
+    };
+
+    timeout = setTimeout(tick, durations[0]);
+
+    return () => clearTimeout(timeout);
+  }, [isReducedMotion]);
+
+  return index;
+};

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

@@ -1,94 +0,0 @@
-import type { getTeamWithEmail } from '@documenso/lib/server-only/team/get-team-email-by-email';
-import { trpc } from '@documenso/trpc/react';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
-
-import { TeamEmailDeleteDialog } from '~/components/dialogs/team-email-delete-dialog';
-import { TeamEmailUpdateDialog } from '~/components/dialogs/team-email-update-dialog';
-
-export type TeamEmailDropdownProps = {
-  team: Awaited<ReturnType<typeof getTeamWithEmail>>;
-};
-
-export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: resendEmailVerification, isPending: isResendingEmailVerification } =
-    trpc.team.email.verification.resend.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`Email verification has been resent`),
-          duration: 5000,
-        });
-      },
-      onError: () => {
-        toast({
-          title: _(msg`Something went wrong`),
-          description: _(msg`Unable to resend verification at this time. Please try again.`),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger>
-        <MoreHorizontal className="h-5 w-5 text-muted-foreground" />
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className="w-52" align="start" forceMount>
-        {!team.teamEmail && team.emailVerification && (
-          <DropdownMenuItem
-            disabled={isResendingEmailVerification}
-            onClick={(e) => {
-              e.preventDefault();
-              void resendEmailVerification({ teamId: team.id });
-            }}
-          >
-            {isResendingEmailVerification ? (
-              <Loader className="mr-2 h-4 w-4 animate-spin" />
-            ) : (
-              <Mail className="mr-2 h-4 w-4" />
-            )}
-            <Trans>Resend verification</Trans>
-          </DropdownMenuItem>
-        )}
-
-        {team.teamEmail && (
-          <TeamEmailUpdateDialog
-            teamEmail={team.teamEmail}
-            trigger={
-              <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-                <Edit className="mr-2 h-4 w-4" />
-                <Trans>Edit</Trans>
-              </DropdownMenuItem>
-            }
-          />
-        )}
-
-        <TeamEmailDeleteDialog
-          team={team}
-          teamName={team.name}
-          trigger={
-            <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-              <X className="mr-2 h-4 w-4" />
-              <Trans>Remove</Trans>
-            </DropdownMenuItem>
-          }
-        />
-      </DropdownMenuContent>
-    </DropdownMenu>
-  );
-};

apps/remix/app/components/general/unified-settings-layout.tsx

@@ -0,0 +1,211 @@
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups, type SettingsNavGroup, type SettingsNavItem } from '@documenso/lib/utils/settings-nav';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { Button } from '@documenso/ui/primitives/button';
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useEffect, useRef } from 'react';
+import { Link, Outlet, useLocation } from 'react-router';
+import { match } from 'ts-pattern';
+import { GenericErrorLayout } from '~/components/general/generic-error-layout';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { SettingsScopeBreadcrumb } from './settings-scope-breadcrumb';
+import { UnifiedSettingsSidebar } from './unified-settings-sidebar';
+import { UnifiedSettingsSidebarMobile } from './unified-settings-sidebar-mobile';
+
+export type UnifiedSettingsScope = 'organisation' | 'team' | 'account';
+
+export type UnifiedSettingsLayoutProps = {
+  activeScope: UnifiedSettingsScope;
+
+  /**
+   * The team the user last worked in, read from the `preferred-team-url` cookie by the
+   * layout's loader. Used to keep the sidebar's team switcher stable at organisation and
+   * account scope, where the URL carries no team.
+   */
+  preferredTeamUrl?: string | null;
+};
+
+/**
+ * Walk a group's items and find the item (and its parent if it's a sub-nav child)
+ * that matches the current pathname most specifically. Returns the labels to use
+ * as breadcrumb crumbs (e.g. ['Preferences', 'Document'] or just ['Members']).
+ */
+const findActiveCrumbs = (group: SettingsNavGroup | null, pathname: string): MessageDescriptor[] => {
+  if (!group) {
+    return [];
+  }
+
+  let bestMatch: SettingsNavItem | null = null;
+
+  for (const item of group.items) {
+    if (item.isSubNavParent) {
+      continue;
+    }
+
+    if (pathname === item.path || pathname.startsWith(`${item.path}/`)) {
+      if (!bestMatch || item.path.length > bestMatch.path.length) {
+        bestMatch = item;
+      }
+    }
+  }
+
+  if (!bestMatch) {
+    return [];
+  }
+
+  if (bestMatch.isSubNav) {
+    const parent = group.items.find((it) => it.isSubNavParent);
+    return parent ? [parent.label, bestMatch.label] : [bestMatch.label];
+  }
+
+  return [bestMatch.label];
+};
+
+export const UnifiedSettingsLayout = ({ activeScope, preferredTeamUrl = null }: UnifiedSettingsLayoutProps) => {
+  const { _ } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const currentOrganisation = useOptionalCurrentOrganisation();
+  const team = useOptionalCurrentTeam();
+
+  const contentPaneRef = useRef<HTMLElement>(null);
+
+  // Scroll back to the top when navigating between settings pages.
+  useEffect(() => {
+    contentPaneRef.current?.scrollTo(0, 0);
+  }, [pathname]);
+
+  // An organisation is worth showing in the sidebar if it has settings the user can reach —
+  // either the organisation's own, or those of a team inside it.
+  const hasReachableSettings = (org: (typeof organisations)[number]) =>
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+    org.teams.some((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const organisation =
+    currentOrganisation ??
+    organisations.find((org) => org.teams.some((t) => t.url === preferredTeamUrl) && hasReachableSettings(org)) ??
+    organisations.find(hasReachableSettings) ??
+    null;
+
+  const manageableTeams = organisation?.teams.filter((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const teamForSidebar =
+    team ?? manageableTeams?.find((t) => t.url === preferredTeamUrl) ?? manageableTeams?.[0] ?? null;
+
+  const sidebarTeamUrl = teamForSidebar?.url ?? null;
+
+  // Sync the selected team URL in the sidebar into the preferred team URL cookie.
+  useEffect(() => {
+    if (!sidebarTeamUrl) {
+      return;
+    }
+
+    const body = new FormData();
+
+    body.append('teamUrl', sidebarTeamUrl);
+
+    void fetch('/api/preferred-team', { method: 'POST', body });
+  }, [sidebarTeamUrl]);
+
+  const groups = getSettingsNavGroups({
+    organisation: organisation
+      ? {
+          url: organisation.url,
+          currentOrganisationRole: organisation.currentOrganisationRole,
+          organisationClaim: organisation.organisationClaim,
+        }
+      : null,
+    team: teamForSidebar ? { url: teamForSidebar.url, currentTeamRole: teamForSidebar.currentTeamRole } : null,
+    hasManageableBillingOrgs: organisations.some((org) =>
+      canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+    ),
+  });
+
+  const canManageOrg =
+    organisation !== null && canExecuteOrganisationAction('MANAGE_ORGANISATION', organisation.currentOrganisationRole);
+
+  // Must be derived from the team in the URL context, NOT from `teamForSidebar` — the
+  // latter falls back to any manageable team in the org, which would let a team manager
+  // through the organisation-scope guard (and `useOptionalCurrentTeam()` resolves for any
+  // member regardless of role, which would let a plain member through the team guard).
+  const canManageCurrentTeam = team !== null && canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole);
+
+  // Account pages are available to every user. The organisation and team scopes each
+  // require the manage permission for THAT scope — they are not interchangeable.
+  const isAuthorised = match(activeScope)
+    .with('account', () => true)
+    .with('organisation', () => canManageOrg)
+    .with('team', () => canManageCurrentTeam)
+    .exhaustive();
+
+  if (!isAuthorised) {
+    return (
+      <GenericErrorLayout
+        errorCode={401}
+        errorCodeMap={{
+          401: {
+            heading: msg`Unauthorized`,
+            subHeading: msg`401 Unauthorized`,
+            message: msg`You are not authorized to access this page.`,
+          },
+        }}
+        primaryButton={
+          <Button asChild>
+            <Link to="/settings/profile">
+              <Trans>Go to your settings</Trans>
+            </Link>
+          </Button>
+        }
+        secondaryButton={null}
+      />
+    );
+  }
+
+  const scopeName = match(activeScope)
+    .with('account', () => _(msg`Account`))
+    .with('organisation', () => organisation?.name ?? '')
+    .with('team', () => team?.name ?? organisation?.name ?? '')
+    .exhaustive();
+
+  const activeGroup =
+    activeScope === 'account' ? groups.account : activeScope === 'organisation' ? groups.organisation : groups.team;
+
+  const crumbs = findActiveCrumbs(activeGroup, pathname).map((label) => _(label));
+
+  return (
+    <div className="flex flex-col md:min-h-0 md:flex-1 md:flex-row">
+      <aside className="hover-scrollbar w-full shrink-0 border-b bg-background md:w-80 md:overflow-y-auto md:border-r md:border-b-0">
+        <div className="flex h-full flex-col">
+          <div className="hidden md:block">
+            <UnifiedSettingsSidebar
+              groups={groups}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+          <div className="md:hidden">
+            <UnifiedSettingsSidebarMobile
+              groups={groups}
+              activeScope={activeScope}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+        </div>
+      </aside>
+
+      <main ref={contentPaneRef} className="relative flex-1 px-4 md:overflow-y-auto md:px-12 lg:px-16">
+        <div className="mx-auto w-full max-w-3xl py-6 md:py-8" data-testid="unified-settings-content">
+          <SettingsScopeBreadcrumb scope={activeScope} scopeName={scopeName} crumbs={crumbs} />
+          <Outlet />
+        </div>
+      </main>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar-mobile.tsx

@@ -0,0 +1,165 @@
+import type { SettingsNavGroups, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+type MobileScope = SettingsNavScope | 'account';
+
+export type UnifiedSettingsSidebarMobileProps = {
+  groups: SettingsNavGroups;
+  activeScope: MobileScope;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebarMobile = ({
+  groups,
+  activeScope,
+  currentOrgUrl,
+  currentTeamUrl,
+}: UnifiedSettingsSidebarMobileProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const visibleScopes = useMemo<MobileScope[]>(() => {
+    const scopes: MobileScope[] = [];
+    if (groups.organisation) {
+      scopes.push('organisation');
+    }
+    if (groups.team) {
+      scopes.push('team');
+    }
+    scopes.push('account');
+    return scopes;
+  }, [groups]);
+
+  // Falls back to the Account group rather than rendering nothing — an empty scope group
+  // would leave the mobile viewport with no settings navigation at all.
+  const activeGroup =
+    (activeScope === 'organisation' ? groups.organisation : activeScope === 'team' ? groups.team : null) ??
+    groups.account;
+
+  const selectableItems = useMemo(() => activeGroup.items.filter((item) => !item.isSubNavParent), [activeGroup.items]);
+
+  // The select matches on exact value, but plenty of settings pages are sub-routes of a
+  // nav item (`/settings/security/passkeys`, `/t/x/settings/webhooks/:id`, …). Resolving
+  // to the longest matching item path keeps the trigger populated on those pages instead
+  // of rendering an empty box — mirrors the desktop sidebar's prefix highlighting.
+  const selectedPath = useMemo(() => {
+    let bestMatch: string | undefined;
+
+    for (const item of selectableItems) {
+      if (pathname !== item.path && !pathname.startsWith(`${item.path}/`)) {
+        continue;
+      }
+
+      if (!bestMatch || item.path.length > bestMatch.length) {
+        bestMatch = item.path;
+      }
+    }
+
+    return bestMatch;
+  }, [selectableItems, pathname]);
+
+  const handleScopeChange = (scope: MobileScope) => {
+    if (scope === activeScope) {
+      return;
+    }
+    if (scope === 'organisation' && groups.organisation) {
+      void navigate(groups.organisation.items[0].path);
+    } else if (scope === 'team' && groups.team) {
+      void navigate(groups.team.items[0].path);
+    } else if (scope === 'account') {
+      void navigate(groups.account.items[0].path);
+    }
+  };
+
+  // The tab row stays full-bleed (its border-b acts as a full-width divider); the
+  // sections under it get `px-4` to line up with the content pane's own `px-4`
+  // inset, and `pb-4` keeps the last control off the aside's bottom border.
+  return (
+    <div className="flex flex-col gap-3 pb-4" data-testid="unified-settings-sidebar-mobile">
+      {visibleScopes.length > 1 ? (
+        <div className="flex border-border border-b" role="tablist">
+          {visibleScopes.map((scope) => {
+            const isActive = scope === activeScope;
+            const accent =
+              scope === 'organisation'
+                ? 'border-emerald-500 text-emerald-700 dark:text-emerald-300'
+                : scope === 'team'
+                  ? 'border-blue-500 text-blue-700 dark:text-blue-300'
+                  : 'border-foreground text-foreground';
+            return (
+              <button
+                key={scope}
+                type="button"
+                role="tab"
+                aria-selected={isActive}
+                onClick={() => handleScopeChange(scope)}
+                className={cn(
+                  'flex-1 border-b-2 py-2 text-center font-bold text-xs uppercase tracking-wide',
+                  isActive ? accent : 'border-transparent text-muted-foreground',
+                )}
+                data-testid={`unified-settings-mobile-tab-${scope}`}
+              >
+                {scope === 'organisation' && <Trans>Organisation</Trans>}
+                {scope === 'team' && <Trans>Team</Trans>}
+                {scope === 'account' && <Trans>Account</Trans>}
+              </button>
+            );
+          })}
+        </div>
+      ) : (
+        <div className="px-4 py-2 text-center font-bold text-muted-foreground text-xs uppercase tracking-wide">
+          {activeScope === 'organisation' && <Trans>Organisation</Trans>}
+          {activeScope === 'team' && <Trans>Team</Trans>}
+          {activeScope === 'account' && <Trans>Account</Trans>}
+        </div>
+      )}
+
+      {/* The organisation switcher is always present in a scoped view — at team scope it's
+          the only way for a user who can't manage the organisation to move between them,
+          since the Organisation tab is absent when they have no organisation pages. */}
+      {activeScope !== 'account' && currentOrgUrl && (
+        <div className="flex flex-col gap-2 px-4">
+          <SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />
+
+          {activeScope === 'team' && (
+            <SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />
+          )}
+        </div>
+      )}
+
+      <div className="px-4">
+        <div className="mb-1 font-bold text-[10px] text-muted-foreground uppercase tracking-wide">
+          <Trans>Jump to</Trans>
+        </div>
+        <Select
+          value={selectedPath}
+          onValueChange={(value) => {
+            void navigate(value);
+          }}
+        >
+          <SelectTrigger data-testid="unified-settings-mobile-section-trigger">
+            <SelectValue placeholder={_(msg`Select a section`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {selectableItems.map((item) => (
+              <SelectItem key={item.path} value={item.path}>
+                {item.isSubNav ? `${_(msg`Preferences`)} › ${_(item.label)}` : _(item.label)}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar.tsx

@@ -0,0 +1,275 @@
+import type { SettingsNavGroups, SettingsNavItem, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Collapsible, CollapsibleContent, CollapsibleTrigger } from '@documenso/ui/primitives/collapsible';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { ChevronRightIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useEffect, useState } from 'react';
+import { NavLink, useLocation } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+export type UnifiedSettingsSidebarProps = {
+  groups: SettingsNavGroups;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebar = ({ groups, currentOrgUrl, currentTeamUrl }: UnifiedSettingsSidebarProps) => {
+  return (
+    <aside className="flex w-full flex-col" data-testid="unified-settings-sidebar">
+      {currentOrgUrl && (
+        <div className="p-4">
+          <SidebarGroup
+            heading={<Trans>Organisation Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />}
+            items={groups.organisation?.items ?? []}
+            scope="organisation"
+            emptyState={
+              <p
+                className="rounded-md border border-dashed px-3 py-2 text-muted-foreground text-xs"
+                data-testid="unified-settings-organisation-empty-state"
+              >
+                <Trans>
+                  You don't have permission to manage this organisation. Switch to another one above, or continue in
+                  your team settings below.
+                </Trans>
+              </p>
+            }
+          />
+        </div>
+      )}
+
+      {groups.team && currentOrgUrl && (
+        <div className="border-t p-4">
+          <SidebarGroup
+            heading={<Trans>Team Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />}
+            items={groups.team.items}
+            scope={groups.team.scope}
+          />
+        </div>
+      )}
+
+      <div className={cn('p-4', currentOrgUrl && 'border-t')}>
+        <SidebarGroup
+          heading={<Trans>Account Settings</Trans>}
+          activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+          items={groups.account.items}
+          scope={groups.account.scope}
+        />
+      </div>
+    </aside>
+  );
+};
+
+type SidebarGroupProps = {
+  className?: string;
+  headingClassName?: string;
+  heading: ReactNode;
+  activeBgClassName: string;
+  switcher?: ReactNode;
+  items: SettingsNavItem[];
+  scope: SettingsNavScope;
+  emptyState?: ReactNode;
+};
+
+type GroupedNavEntry =
+  | { kind: 'flat'; item: SettingsNavItem }
+  | { kind: 'collapsible'; parent: SettingsNavItem; children: SettingsNavItem[] };
+
+/**
+ * Walk a flat item list and group consecutive `isSubNav` items under their preceding
+ * `isSubNavParent`. Anything else renders as a flat entry.
+ */
+const groupNavEntries = (items: SettingsNavItem[]): GroupedNavEntry[] => {
+  const entries: GroupedNavEntry[] = [];
+  let currentCollapsible: { parent: SettingsNavItem; children: SettingsNavItem[] } | null = null;
+
+  for (const item of items) {
+    if (item.isSubNavParent) {
+      currentCollapsible = { parent: item, children: [] };
+      entries.push({ kind: 'collapsible', ...currentCollapsible });
+      continue;
+    }
+
+    if (item.isSubNav && currentCollapsible) {
+      currentCollapsible.children.push(item);
+      continue;
+    }
+
+    currentCollapsible = null;
+    entries.push({ kind: 'flat', item });
+  }
+
+  return entries;
+};
+
+const SidebarGroup = ({
+  className,
+  headingClassName,
+  heading,
+  activeBgClassName,
+  switcher,
+  items,
+  scope,
+  emptyState,
+}: SidebarGroupProps) => {
+  const grouped = groupNavEntries(items);
+
+  return (
+    <div className={className} data-testid="unified-settings-sidebar-group">
+      <div
+        className={cn('mb-2 font-semibold text-muted-foreground text-xs uppercase tracking-widest', headingClassName)}
+      >
+        {heading}
+      </div>
+      {switcher && <div className="mb-2">{switcher}</div>}
+
+      {items.length === 0 && emptyState}
+
+      <nav className="flex flex-col gap-1">
+        {grouped.map((entry) => {
+          if (entry.kind === 'flat') {
+            return (
+              <FlatNavItem
+                key={`${entry.item.key}-${entry.item.path}`}
+                item={entry.item}
+                activeBgClassName={activeBgClassName}
+                scope={scope}
+              />
+            );
+          }
+
+          return (
+            <CollapsibleNavSection
+              key={`${entry.parent.key}-${entry.parent.path}`}
+              parent={entry.parent}
+              childItems={entry.children}
+              activeBgClassName={activeBgClassName}
+              scope={scope}
+            />
+          );
+        })}
+      </nav>
+    </div>
+  );
+};
+
+type FlatNavItemProps = {
+  item: SettingsNavItem;
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const FlatNavItem = ({ item, activeBgClassName, scope }: FlatNavItemProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  // The General items link to the settings root, which prefixes every other
+  // item's path — those require an exact match. Everything else highlights on
+  // its sub-routes too (e.g. Security on /settings/security/passkeys).
+  const isActive =
+    item.key === 'general' ? pathname === item.path : pathname === item.path || pathname.startsWith(`${item.path}/`);
+
+  return (
+    <NavLink to={item.path} className="group block" data-testid={`unified-settings-nav-${scope}-${item.key}`} end>
+      <Button
+        variant="ghost"
+        size="sm"
+        className={cn(
+          'h-8 w-full justify-start font-normal text-muted-foreground',
+          isActive && cn(activeBgClassName, 'font-medium'),
+        )}
+      >
+        {item.icon && <item.icon className="mr-2 h-4 w-4" />}
+        {_(item.label)}
+      </Button>
+    </NavLink>
+  );
+};
+
+type CollapsibleNavSectionProps = {
+  parent: SettingsNavItem;
+  childItems: SettingsNavItem[];
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const CollapsibleNavSection = ({ parent, childItems, activeBgClassName, scope }: CollapsibleNavSectionProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  const hasActiveChild = childItems.some((child) => pathname === child.path || pathname.startsWith(`${child.path}/`));
+
+  const [isOpen, setIsOpen] = useState(hasActiveChild);
+
+  // Auto-open when navigating to a sub-route. Closing while on a sub-route is
+  // respected (state stays closed) until the user navigates away and back.
+  useEffect(() => {
+    if (hasActiveChild) {
+      setIsOpen(true);
+    }
+  }, [hasActiveChild]);
+
+  const ParentIcon = parent.icon ? parent.icon : null;
+
+  return (
+    <Collapsible open={isOpen} onOpenChange={setIsOpen}>
+      <CollapsibleTrigger asChild>
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          className={cn(
+            'h-8 w-full justify-start font-normal text-muted-foreground',
+            // Emphasise the parent when one of its children is the active page.
+            hasActiveChild && 'font-medium text-foreground',
+          )}
+          data-testid={`unified-settings-nav-${scope}-${parent.key}`}
+          aria-expanded={isOpen}
+        >
+          {ParentIcon && <ParentIcon className="mr-2 h-4 w-4" />}
+          {_(parent.label)}
+          <ChevronRightIcon
+            className={cn('ml-auto h-4 w-4 transition-transform duration-200', isOpen && 'rotate-90')}
+          />
+        </Button>
+      </CollapsibleTrigger>
+
+      {/* data-[state=closed]:hidden — the `flex` display class would otherwise
+          defeat the `hidden` attribute Radix sets when closed, leaving the
+          empty content box (and its mt-1) inflating the gap below the trigger. */}
+      <CollapsibleContent className="mt-1 flex flex-col gap-1 data-[state=closed]:hidden">
+        {childItems.map((child) => {
+          const isActive = pathname === child.path || pathname.startsWith(`${child.path}/`);
+
+          return (
+            <NavLink
+              key={`${child.key}-${child.path}`}
+              to={child.path}
+              className="group block pl-6"
+              data-testid={`unified-settings-nav-${scope}-${child.key}`}
+            >
+              <Button
+                variant="ghost"
+                size="sm"
+                className={cn(
+                  'h-8 w-full justify-start font-normal text-muted-foreground',
+                  isActive && cn(activeBgClassName, 'font-medium'),
+                )}
+              >
+                {_(child.label)}
+              </Button>
+            </NavLink>
+          );
+        })}
+      </CollapsibleContent>
+    </Collapsible>
+  );
+};

apps/remix/app/components/general/use-admin-search-categories.ts

@@ -0,0 +1,144 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { isAdmin } from '@documenso/lib/utils/is-admin';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
+import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { keepPreviousData } from '@tanstack/react-query';
+import type { LucideIcon } from 'lucide-react';
+import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
+import { useMemo } from 'react';
+import type { PromptCategory, PromptItem } from './app-command-menu.types';
+
+/**
+ * The maximum number of results the admin search returns per resource type.
+ */
+const ADMIN_SEARCH_RESULTS_CAP = 5;
+
+const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
+  document: msg`Documents`,
+  user: msg`Users`,
+  organisation: msg`Organisations`,
+  team: msg`Teams`,
+  recipient: msg`Recipients`,
+  subscription: msg`Subscriptions`,
+};
+
+const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
+  document: FileTextIcon,
+  user: UserIcon,
+  organisation: Building2Icon,
+  team: UsersIcon,
+  recipient: UserIcon,
+  subscription: CreditCardIcon,
+};
+
+/**
+ * Admin list pages which support prefilling their search from the URL, used
+ * for the "View all results" links on capped groups. Teams, recipients and
+ * subscriptions have no admin list pages.
+ */
+const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
+  document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
+  user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
+  organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
+};
+
+export type UseAdminSearchCategoriesOptions = {
+  /**
+   * The trimmed, debounced search query.
+   */
+  query: string;
+  open: boolean;
+};
+
+/**
+ * The isolated admin portion of the command prompt: searches every admin
+ * resource and maps the results to prompt categories marked as global.
+ *
+ * Returns no categories and never queries for non admin users. The admin
+ * search endpoint is additionally guarded server side by the admin procedure.
+ */
+export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
+  const { user } = useSession();
+
+  const isUserAdmin = isAdmin(user);
+
+  // Admin searches hit every resource table, so require a longer query unless
+  // it is a number, which could be a resource ID of any length. Queries over
+  // the endpoint's length limit are skipped entirely instead of being sent
+  // and rejected.
+  const hasValidAdminSearch =
+    isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
+
+  const {
+    data: adminSearchData,
+    isFetching,
+    isError,
+  } = trpcReact.admin.search.useQuery(
+    {
+      query,
+    },
+    {
+      enabled: open && hasValidAdminSearch,
+      placeholderData: keepPreviousData,
+      // Retyping is the retry in a search-as-you-type flow: fail fast so the
+      // prompt can surface an honest error state instead of retrying.
+      retry: false,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const categories = useMemo((): PromptCategory[] => {
+    if (!hasValidAdminSearch || !adminSearchData) {
+      return [];
+    }
+
+    return adminSearchData.groups.map((group) => {
+      const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
+      const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
+
+      const items: PromptItem[] = group.results.map((result) => ({
+        id: `admin-${group.type}-${result.value}`,
+        label: result.label,
+        sublabel: result.sublabel,
+        path: result.path,
+        icon: ADMIN_GROUP_ICONS[group.type],
+        initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
+      }));
+
+      // Capped groups link to the full admin list page with the search
+      // prefilled so the cap is never a dead end.
+      if (isCapped && buildListPath) {
+        items.push({
+          id: `admin-${group.type}-view-all`,
+          label: msg`View all results`,
+          path: buildListPath(query),
+          icon: ArrowRightIcon,
+        });
+      }
+
+      return {
+        id: `admin-${group.type}`,
+        label: ADMIN_GROUP_LABELS[group.type],
+        items,
+        count: group.results.length,
+        chipCount: group.results.length,
+        isCapped,
+        isGlobal: true,
+      };
+    });
+  }, [hasValidAdminSearch, adminSearchData, query]);
+
+  return {
+    isUserAdmin,
+    categories,
+    isFetching,
+    isError,
+  };
+};

apps/remix/app/components/tables/documents-table-empty-state.tsx

@@ -1,7 +1,7 @@
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Bird, CheckCircle2, XCircle } from 'lucide-react';
+import { Bird, CheckCircle2, TimerOff, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -29,6 +29,16 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
       message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
       icon: XCircle,
     }))
+    .with(ExtendedDocumentStatus.REJECTED, () => ({
+      title: msg`No rejected documents`,
+      message: msg`There are no rejected documents. Documents that a recipient declines to sign will appear here.`,
+      icon: XCircle,
+    }))
+    .with(ExtendedDocumentStatus.EXPIRED, () => ({
+      title: msg`No expired documents`,
+      message: msg`There are no documents with expired signing links. You can redistribute a document to renew its expiration.`,
+      icon: TimerOff,
+    }))
     .with(ExtendedDocumentStatus.ALL, () => ({
       title: msg`We're all empty`,
       message: msg`You have not yet created or received any documents. To create a document please upload one.`,

apps/remix/app/components/tables/documents-table-period-filter.tsx

@@ -0,0 +1,40 @@
+import { Trans } from '@lingui/react/macro';
+import { CalendarIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+
+import { FilterPill } from '~/components/general/filter-pill';
+import { DOCUMENTS_PERIOD_VALUES, documentsSearchParams } from '~/utils/documents-search-params';
+
+const PERIOD_OPTIONS = [
+  { value: '7d', label: <Trans>Last 7 days</Trans> },
+  { value: '14d', label: <Trans>Last 14 days</Trans> },
+  { value: '30d', label: <Trans>Last 30 days</Trans> },
+];
+
+export const DocumentsTablePeriodFilter = () => {
+  const [{ period }, setSearchParams] = useQueryStates(
+    {
+      period: documentsSearchParams.period,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const onChange = (newPeriod: string | null) => {
+    void setSearchParams({
+      period: DOCUMENTS_PERIOD_VALUES.find((value) => value === newPeriod) ?? null,
+      page: null,
+    });
+  };
+
+  return (
+    <FilterPill
+      icon={CalendarIcon}
+      label={<Trans>Period</Trans>}
+      value={period}
+      onChange={onChange}
+      options={PERIOD_OPTIONS}
+      testId="documents-table-period-filter"
+    />
+  );
+};

apps/remix/app/components/tables/documents-table-sender-filter.tsx

@@ -1,63 +1,61 @@
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import { trpc } from '@documenso/trpc/react';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
+import { UserIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+
+import { FilterPill } from '~/components/general/filter-pill';
+import { documentsSearchParams } from '~/utils/documents-search-params';
 
 type DocumentsTableSenderFilterProps = {
   teamId: number;
 };
 
 export const DocumentsTableSenderFilter = ({ teamId }: DocumentsTableSenderFilterProps) => {
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-  const navigate = useNavigate();
+  const { _ } = useLingui();
 
   const isMounted = useIsMounted();
 
-  const senderIds = (searchParams?.get('senderIds') ?? '').split(',').filter((value) => value !== '');
+  const [{ senderIds }, setSearchParams] = useQueryStates(
+    {
+      senderIds: documentsSearchParams.senderIds,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const selectedSenderIds = (senderIds ?? []).map((senderId) => senderId.toString());
 
   const { data, isLoading } = trpc.team.member.getMany.useQuery({
     teamId,
   });
 
-  const comboBoxOptions = (data ?? []).map((member) => ({
+  const options = (data ?? []).map((member) => ({
     label: member.name ?? member.email,
     value: member.userId.toString(),
   }));
 
   const onChange = (newSenderIds: string[]) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set('senderIds', newSenderIds.join(','));
-
-    if (newSenderIds.length === 0) {
-      params.delete('senderIds');
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
+    void setSearchParams({
+      senderIds: newSenderIds.length > 0 ? newSenderIds.map(Number) : null,
+      page: null,
+    });
   };
 
   return (
-    <MultiSelectCombobox
-      emptySelectionPlaceholder={
-        <p className="font-normal text-muted-foreground">
-          <Trans>
-            <span className="text-muted-foreground/70">Sender:</span> All
-          </Trans>
-        </p>
-      }
-      enableClearAllButton={true}
-      inputPlaceholder={msg`Search`}
-      loading={!isMounted || isLoading}
-      options={comboBoxOptions}
-      selectedValues={senderIds}
+    <FilterPill
+      multiple
+      icon={UserIcon}
+      label={<Trans>Sender</Trans>}
+      value={selectedSenderIds}
       onChange={onChange}
+      options={options}
+      enableSearch
+      searchPlaceholder={_(msg`Search members...`)}
+      loading={!isMounted || isLoading}
+      testId="documents-table-sender-filter"
     />
   );
 };

apps/remix/app/components/tables/documents-table-status-filter.tsx

@@ -0,0 +1,98 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { STATS_COUNT_CAP } from '@documenso/lib/constants/document';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/document-router/find-documents-internal.types';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationType } from '@prisma/client';
+import { ListFilterIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+import { useMemo } from 'react';
+
+import { DocumentStatus, FRIENDLY_STATUS_MAP } from '~/components/general/document/document-status';
+import { FilterPill } from '~/components/general/filter-pill';
+import { documentsSearchParams } from '~/utils/documents-search-params';
+
+type DocumentsTableStatusFilterProps = {
+  stats: TFindDocumentsInternalResponse['stats'];
+};
+
+export const DocumentsTableStatusFilter = ({ stats }: DocumentsTableStatusFilterProps) => {
+  const { _ } = useLingui();
+
+  const organisation = useCurrentOrganisation();
+
+  const [{ status }, setSearchParams] = useQueryStates(
+    {
+      status: documentsSearchParams.status,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const selectableStatuses = useMemo(
+    () =>
+      SELECTABLE_STATUSES.filter((value) => {
+        if (organisation.type === OrganisationType.PERSONAL) {
+          return value !== ExtendedDocumentStatus.INBOX;
+        }
+
+        return true;
+      }),
+    [organisation.type],
+  );
+
+  const selectedStatus = useMemo(
+    () => selectableStatuses.find((value) => value === status) ?? null,
+    [selectableStatuses, status],
+  );
+
+  const onChange = (newStatus: string | null) => {
+    void setSearchParams({
+      status: selectableStatuses.find((value) => value === newStatus) ?? null,
+      page: null,
+    });
+  };
+
+  return (
+    <>
+      <FilterPill
+        icon={ListFilterIcon}
+        label={<Trans>Status</Trans>}
+        value={selectedStatus}
+        onChange={onChange}
+        selectedLabel={selectedStatus && <DocumentStatus status={selectedStatus} className="[&>svg]:mr-1.5" />}
+        options={selectableStatuses.map((value) => ({
+          value,
+          label: <DocumentStatus status={value} />,
+          trailing: formatStatsCount(stats[value]),
+        }))}
+        testId="documents-table-status-filter"
+      />
+
+      {/* Visually hidden document counts, for screen readers and tests. */}
+      <span className="sr-only" data-testid="documents-status-counts">
+        {[...selectableStatuses, ExtendedDocumentStatus.ALL].map((value) => (
+          <span key={value}>
+            {_(FRIENDLY_STATUS_MAP[value].label)}:{' '}
+            <span data-testid={`documents-status-count-${value}`}>{stats[value]}</span>
+          </span>
+        ))}
+      </span>
+    </>
+  );
+};
+
+const SELECTABLE_STATUSES: ExtendedDocumentStatus[] = [
+  ExtendedDocumentStatus.INBOX,
+  ExtendedDocumentStatus.PENDING,
+  ExtendedDocumentStatus.COMPLETED,
+  ExtendedDocumentStatus.CANCELLED,
+  ExtendedDocumentStatus.DRAFT,
+  ExtendedDocumentStatus.REJECTED,
+  ExtendedDocumentStatus.EXPIRED,
+];
+
+const formatStatsCount = (count: number) => {
+  return count >= STATS_COUNT_CAP ? `${STATS_COUNT_CAP.toLocaleString()}+` : count.toString();
+};

apps/remix/app/components/tables/envelopes-table-bulk-action-bar.tsx

@@ -1,9 +1,11 @@
 import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';
+import { DownloadIcon, FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';
+import { useEffect } from 'react';
 
 export type EnvelopesTableBulkActionBarProps = {
   selectedCount: number;
+  onDownloadClick?: () => void;
   onMoveClick: () => void;
   onDeleteClick: () => void;
   onCancelClick?: () => void;
@@ -12,6 +14,7 @@ export type EnvelopesTableBulkActionBarProps = {
 
 export const EnvelopesTableBulkActionBar = ({
   selectedCount,
+  onDownloadClick,
   onMoveClick,
   onDeleteClick,
   onCancelClick,
@@ -19,37 +22,106 @@ export const EnvelopesTableBulkActionBar = ({
 }: EnvelopesTableBulkActionBarProps) => {
   const { t } = useLingui();
 
+  useEffect(() => {
+    if (selectedCount === 0) {
+      return;
+    }
+
+    const onKeyDown = (event: KeyboardEvent) => {
+      // Radix dismissable layers (dialogs, dropdowns, etc) call preventDefault
+      // when handling Escape, so this only clears the selection when nothing
+      // else consumed the key press.
+      if (event.key === 'Escape' && !event.defaultPrevented) {
+        onClearSelection();
+      }
+    };
+
+    window.addEventListener('keydown', onKeyDown);
+    return () => window.removeEventListener('keydown', onKeyDown);
+  }, [selectedCount, onClearSelection]);
+
   if (selectedCount === 0) {
     return null;
   }
 
   return (
-    <div className="fixed bottom-4 left-1/2 z-50 flex -translate-x-1/2 items-center gap-x-4 rounded-lg border border-border bg-background px-4 py-3 shadow-lg">
-      <span className="font-medium text-sm">
-        <Trans>{selectedCount} selected</Trans>
-      </span>
+    <div className="fixed bottom-6 left-1/2 z-50 flex -translate-x-1/2 items-center gap-x-1 rounded-xl bg-popover p-1.5 text-popover-foreground shadow-lg ring-1 ring-black/10 dark:ring-white/10">
+      <div className="flex items-center gap-x-2 px-2">
+        <span className="sr-only" aria-live="polite">
+          <Trans>{selectedCount} selected</Trans>
+        </span>
+        <span
+          aria-hidden="true"
+          className="flex h-5 min-w-5 items-center justify-center rounded-md bg-primary px-1 font-semibold text-primary-foreground text-xs tabular-nums"
+        >
+          {selectedCount}
+        </span>
+        <span aria-hidden="true" className="font-medium text-foreground text-sm max-[420px]:hidden">
+          <Trans>selected</Trans>
+        </span>
+      </div>
 
-      <div className="h-6 w-px bg-border" />
+      <div className="mx-1 h-5 w-px bg-border" />
 
-      <Button type="button" variant="outline" size="sm" onClick={onMoveClick}>
-        <FolderInputIcon className="mr-2 h-4 w-4" />
-        <Trans>Move to Folder</Trans>
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onMoveClick}
+        className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+      >
+        <FolderInputIcon className="size-4 shrink-0" />
+        <Trans>Move</Trans>
       </Button>
 
+      {onDownloadClick && (
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          onClick={onDownloadClick}
+          className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+        >
+          <DownloadIcon className="size-4 shrink-0" />
+          <Trans>Download</Trans>
+        </Button>
+      )}
+
       {onCancelClick && (
-        <Button type="button" variant="outline" size="sm" onClick={onCancelClick}>
-          <XCircleIcon className="mr-2 h-4 w-4" />
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          onClick={onCancelClick}
+          className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+        >
+          <XCircleIcon className="size-4 shrink-0" />
           <Trans>Cancel</Trans>
         </Button>
       )}
 
-      <Button type="button" variant="destructive" size="sm" onClick={onDeleteClick}>
-        <Trash2Icon className="mr-2 h-4 w-4" />
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onDeleteClick}
+        className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2 text-destructive hover:bg-destructive/10 hover:text-destructive"
+      >
+        <Trash2Icon className="size-4 shrink-0" />
         <Trans>Delete</Trans>
       </Button>
 
-      <Button variant="ghost" size="sm" onClick={onClearSelection} aria-label={t`Clear selection`}>
-        <XIcon className="h-4 w-4" />
+      <div className="mx-1 h-5 w-px bg-border" />
+
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onClearSelection}
+        aria-label={t`Clear selection`}
+        className="h-8 w-8 p-0"
+      >
+        <XIcon className="size-4 shrink-0" />
       </Button>
     </div>
   );

apps/remix/app/components/tables/organisation-teams-table.tsx

@@ -76,7 +76,7 @@ export const OrganisationTeamsTable = () => {
         cell: ({ row }) => (
           <div className="flex justify-end space-x-2">
             <Button variant="outline" asChild>
-              <Link to={`/t/${row.original.url}/settings`}>
+              <Link to={`/t/${row.original.url}/settings/general`}>
                 <Trans>Manage</Trans>
               </Link>
             </Button>

apps/remix/app/components/tables/settings-security-passkey-table-actions.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,7 +30,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };
 
 const ZUpdatePasskeySchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
 });
 
 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;

apps/remix/app/components/tables/user-organisations-table.tsx

@@ -2,7 +2,7 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,8 +29,6 @@ export const UserOrganisationsTable = () => {
     })),
   });
 
-  const isPersonalLayoutMode = isPersonalLayout(data);
-
   const results = {
     data: data || [],
     perPage: 10,
@@ -44,31 +42,13 @@ export const UserOrganisationsTable = () => {
         header: _(msg`Organisation`),
         accessorKey: 'name',
         cell: ({ row }) => (
-          <Link
-            to={isPersonalLayoutMode ? `/settings/organisations` : `/o/${row.original.url}`}
-            preventScrollReset={true}
-          >
+          <Link to={`/o/${row.original.url}`} preventScrollReset={true}>
             <AvatarWithText
               avatarSrc={formatAvatarUrl(row.original.avatarImageId)}
               avatarClass="h-12 w-12"
               avatarFallback={row.original.name.slice(0, 1).toUpperCase()}
-              primaryText={
-                <span className="font-semibold text-foreground/80">
-                  {isPersonalLayoutMode
-                    ? _(
-                        msg({
-                          message: `Personal`,
-                          context: `Personal organisation (adjective)`,
-                        }),
-                      )
-                    : row.original.name}
-                </span>
-              }
-              secondaryText={
-                isPersonalLayoutMode
-                  ? _(msg`Your personal organisation`)
-                  : `${NEXT_PUBLIC_WEBAPP_URL()}/o/${row.original.url}`
-              }
+              primaryText={<span className="font-semibold text-foreground/80">{row.original.name}</span>}
+              secondaryText={`${NEXT_PUBLIC_WEBAPP_URL()}/o/${row.original.url}`}
             />
           </Link>
         ),
@@ -92,7 +72,7 @@ export const UserOrganisationsTable = () => {
           <div className="flex justify-end space-x-2">
             {canExecuteOrganisationAction('MANAGE_ORGANISATION', row.original.currentOrganisationRole) && (
               <Button variant="outline" asChild>
-                <Link to={`/o/${row.original.url}/settings`}>
+                <Link to={`/o/${row.original.url}/settings/general`}>
                   <Trans>Manage</Trans>
                 </Link>
               </Button>
@@ -117,7 +97,7 @@ export const UserOrganisationsTable = () => {
         ),
       },
     ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
-  }, [isPersonalLayoutMode]);
+  }, []);
 
   return (
     <div>
@@ -130,9 +110,6 @@ export const UserOrganisationsTable = () => {
         error={{
           enable: isLoadingError,
         }}
-        columnVisibility={{
-          actions: !isPersonalLayoutMode,
-        }}
         skeleton={{
           enable: isLoading,
           rows: 3,
@@ -154,14 +131,12 @@ export const UserOrganisationsTable = () => {
               <TableCell>
                 <Skeleton className="h-4 w-20 rounded-full" />
               </TableCell>
-              {!isPersonalLayoutMode && (
-                <TableCell>
-                  <div className="flex flex-row justify-end space-x-2">
-                    <Skeleton className="h-10 w-20 rounded" />
-                    <Skeleton className="h-10 w-16 rounded" />
-                  </div>
-                </TableCell>
-              )}
+              <TableCell>
+                <div className="flex flex-row justify-end space-x-2">
+                  <Skeleton className="h-10 w-20 rounded" />
+                  <Skeleton className="h-10 w-16 rounded" />
+                </div>
+              </TableCell>
             </>
           ),
         }}

apps/remix/app/entry.client.tsx

@@ -3,27 +3,52 @@ import { dynamicActivate } from '@documenso/lib/utils/i18n';
 import { i18n } from '@lingui/core';
 import { detect, fromHtmlTag } from '@lingui/detect-locale';
 import { I18nProvider } from '@lingui/react';
-import { StrictMode, startTransition, useEffect } from 'react';
+import { StrictMode, startTransition } from 'react';
 import { hydrateRoot } from 'react-dom/client';
 import { HydratedRouter } from 'react-router/dom';
 
 import './utils/polyfills/promise-with-resolvers';
 
-function PosthogInit() {
+/**
+ * Initialised imperatively (not as a component inside `hydrateRoot`) because
+ * rendering extra client-only siblings changes the React tree structure
+ * relative to the server render in `entry.server.tsx`. That shifts every
+ * `useId` value (used by Radix for `id`/`htmlFor`/`aria-*`), causing hydration
+ * mismatches which can abort hydration entirely when the user interacts with
+ * the page early, leaving dead event handlers (broken dropdowns, native form
+ * submits).
+ */
+function initPosthog() {
   const postHogConfig = extractPostHogConfig();
 
-  useEffect(() => {
-    if (postHogConfig) {
-      void import('posthog-js').then(({ default: posthog }) => {
-        posthog.init(postHogConfig.key, {
-          api_host: postHogConfig.host,
-          capture_exceptions: true,
-        });
+  if (postHogConfig) {
+    void import('posthog-js').then(({ default: posthog }) => {
+      posthog.init(postHogConfig.key, {
+        api_host: postHogConfig.host,
+        capture_exceptions: true,
       });
-    }
-  }, []);
+    });
+  }
+}
 
-  return null;
+/**
+ * Surfaces hydration recoveries (React 19 discards the server HTML and
+ * re-renders on the client instead of dying) so we can track how often
+ * extensions/early clicks interfere with hydration in the wild.
+ */
+function onRecoverableError(error: unknown, errorInfo: { componentStack?: string }) {
+  console.error('[hydration] recovered from error', error, errorInfo.componentStack);
+
+  if (extractPostHogConfig()) {
+    void import('posthog-js').then(({ default: posthog }) => {
+      if (posthog.__loaded) {
+        posthog.capture('$hydration_recoverable_error', {
+          message: error instanceof Error ? error.message : String(error),
+          componentStack: errorInfo.componentStack,
+        });
+      }
+    });
+  }
 }
 
 async function main() {
@@ -38,11 +63,12 @@ async function main() {
         <I18nProvider i18n={i18n}>
           <HydratedRouter />
         </I18nProvider>
-
-        <PosthogInit />
       </StrictMode>,
+      { onRecoverableError },
     );
   });
+
+  void initPosthog();
 }
 
 // eslint-disable-next-line @typescript-eslint/no-floating-promises

apps/remix/app/root.tsx

@@ -1,5 +1,6 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { SessionProvider } from '@documenso/lib/client-only/providers/session';
+import { getBasePath } from '@documenso/lib/constants/app';
 import { APP_I18N_OPTIONS, type SupportedLanguageCodes } from '@documenso/lib/constants/i18n';
 import { createPublicEnv } from '@documenso/lib/utils/env';
 import { extractLocaleData } from '@documenso/lib/utils/i18n';
@@ -20,7 +21,6 @@ import {
   useMatches,
 } from 'react-router';
 import { PreventFlashOnWrongTheme, ThemeProvider, useTheme } from 'remix-themes';
-
 import type { Route } from './+types/root';
 import stylesheet from './app.css?url';
 import { GenericErrorLayout } from './components/general/generic-error-layout';
@@ -68,6 +68,7 @@ export async function loader({ context, request }: Route.LoaderArgs) {
       lang,
       theme: getTheme(),
       disableAnimations,
+      basePath: getBasePath(),
       // Surface the per-request CSP nonce produced by `securityHeadersMiddleware` so all
       // SSR-rendered <script>/<style> elements in this layout (and child
       // routes that need it) can carry the matching nonce attribute.
@@ -90,10 +91,10 @@ export async function loader({ context, request }: Route.LoaderArgs) {
 }
 
 export function Layout({ children }: { children: React.ReactNode }) {
-  const { theme } = useLoaderData<typeof loader>() || {};
+  const { theme, basePath } = useLoaderData<typeof loader>() || {};
 
   return (
-    <ThemeProvider specifiedTheme={theme} themeAction="/api/theme">
+    <ThemeProvider specifiedTheme={theme} themeAction={`${basePath ?? ''}/api/theme`}>
       <LayoutContent>{children}</LayoutContent>
     </ThemeProvider>
   );
@@ -111,6 +112,8 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
 
   const [theme] = useTheme();
 
+  const basePath = data.basePath ?? '';
+
   // Recipient routes (signing pages) put `documenso-branded` on <body> so the
   // <style> block from `RecipientBranding` applies to BOTH the main tree and
   // any portaled content (Radix dialogs/popovers/dropdowns mount outside the
@@ -119,14 +122,18 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
   const isRecipientRoute = matches.some((m) => m.id?.startsWith('routes/_recipient+'));
 
   return (
-    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''}>
+    // `suppressHydrationWarning` because `remix-themes` intentionally mutates
+    // `data-theme`/`class` on <html> before hydration (PreventFlashOnWrongTheme),
+    // so the server-rendered attributes never match the client render when the
+    // theme is resolved from the system preference. Attribute-only, one level deep.
+    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
       <head>
         <meta charSet="utf-8" />
-        <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
-        <link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png" />
-        <link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png" />
+        <link rel="apple-touch-icon" sizes="180x180" href={`${basePath}/apple-touch-icon.png`} />
+        <link rel="icon" type="image/png" sizes="32x32" href={`${basePath}/favicon-32x32.png`} />
+        <link rel="icon" type="image/png" sizes="16x16" href={`${basePath}/favicon-16x16.png`} />
         <meta name="viewport" content="width=device-width, initial-scale=1" />
-        <link rel="manifest" href="/site.webmanifest" />
+        <link rel="manifest" href={`${basePath}/site.webmanifest`} />
         <meta name="google" content="notranslate" />
         <Meta />
         <Links nonce={nonce(cspNonce)} />
@@ -173,7 +180,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <script
           nonce={nonce(cspNonce)}
           dangerouslySetInnerHTML={{
-            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
+            // `__webpack_nonce__` is read by `get-nonce` (used by
+            // react-remove-scroll / react-style-singleton inside Radix menus and
+            // dialogs) to stamp runtime-injected <style> elements. Without it the
+            // strict `style-src-elem` CSP blocks the scroll-lock styles.
+            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}; window.__webpack_nonce__ = ${JSON.stringify(cspNonce ?? '')}`,
           }}
         />
 

apps/remix/app/routes/_authenticated+/_layout.tsx

@@ -1,4 +1,5 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { useChildRouteFlags } from '@documenso/lib/client-only/hooks/use-child-route-flags';
 import { OrganisationProvider } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getSiteSettings } from '@documenso/lib/server-only/site-settings/get-site-settings';
@@ -46,6 +47,8 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
 
   const { user, organisations } = useSession();
 
+  const { layoutMode } = useChildRouteFlags();
+
   const teamUrl = params.teamUrl;
   const orgUrl = params.orgUrl;
 
@@ -108,23 +111,26 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
   return (
     <OrganisationProvider organisation={currentOrganisation}>
       <TeamProvider team={currentTeam || null}>
-        <OrganisationBillingBanner />
+        <div className={cn({ 'md:flex md:h-dvh md:flex-col md:overflow-hidden': layoutMode === 'settings' })}>
+          <OrganisationBillingBanner />
 
-        <OrganisationQuotaBanner />
+          <OrganisationQuotaBanner />
 
-        {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
+          {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
 
-        {banner && !hideHeader && <AppBanner banner={banner} />}
+          {banner && !hideHeader && <AppBanner banner={banner} />}
 
-        {!hideHeader && <Header />}
+          {!hideHeader && <Header fullWidth={layoutMode === 'settings'} />}
 
-        <main
-          className={cn({
-            'mt-8 pb-8 md:mt-12 md:pb-12': !hideHeader,
-          })}
-        >
-          <Outlet />
-        </main>
+          <main
+            className={cn({
+              'mt-8 pb-8 md:mt-12 md:pb-12': !hideHeader && layoutMode !== 'settings',
+              'md:flex md:min-h-0 md:flex-1 md:flex-col': layoutMode === 'settings',
+            })}
+          >
+            <Outlet />
+          </main>
+        </div>
       </TeamProvider>
     </OrganisationProvider>
   );

apps/remix/app/routes/_authenticated+/admin+/claims.tsx

@@ -53,7 +53,7 @@ export default function Claims({ loaderData }: Route.ComponentProps) {
 
   return (
     <div>
-      <SettingsHeader title={t`Subscription Claims`} subtitle={t`Manage all subscription claims`} hideDivider>
+      <SettingsHeader hideDivider title={t`Subscription Claims`} subtitle={t`Manage all subscription claims`}>
         <ClaimCreateDialog licenseFlags={licenseFlags} />
       </SettingsHeader>
 

apps/remix/app/routes/_authenticated+/admin+/email-transports._index.tsx

@@ -40,7 +40,7 @@ export default function AdminEmailTransportsPage() {
 
   return (
     <div>
-      <SettingsHeader title={t`Email Transports`} subtitle={t`Manage all email transports`} hideDivider>
+      <SettingsHeader hideDivider title={t`Email Transports`} subtitle={t`Manage all email transports`}>
         <EmailTransportCreateDialog />
       </SettingsHeader>
 

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -8,6 +8,7 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
+import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -30,7 +31,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -42,7 +43,6 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
-import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -258,7 +258,11 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
   return (
     <div>
-      <SettingsHeader title={t`Manage organisation`} subtitle={t`Manage the ${organisation.name} organisation`}>
+      <SettingsHeader
+        hideDivider
+        title={t`Manage organisation`}
+        subtitle={t`Manage the ${organisation.name} organisation`}
+      >
         <Button variant="outline" asChild>
           <Link to={`/admin/organisation-insights/${organisationId}`}>
             <Trans>View insights</Trans>
@@ -268,54 +272,32 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <GenericOrganisationAdminForm organisation={organisation} />
 
-      <div className="mt-6 rounded-lg border p-4">
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-          <div>
-            <p className="font-medium text-sm">
-              <Trans>Organisation usage</Trans>
-            </p>
-            <p className="mt-1 text-muted-foreground text-sm">
-              <Trans>Current usage against organisation limits.</Trans>
-            </p>
-          </div>
-        </div>
+      <SettingsHeader
+        hideDivider
+        title={t`Organisation usage`}
+        subtitle={t`Current usage against organisation limits.`}
+        className="mt-6"
+      />
 
-        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
-          <DetailsCard label={<Trans>Members</Trans>}>
-            <DetailsValue>
-              {organisation.members.length} /{' '}
-              {organisation.organisationClaim.memberCount === 0
-                ? t`Unlimited`
-                : organisation.organisationClaim.memberCount}
-            </DetailsValue>
-          </DetailsCard>
-
-          <DetailsCard label={<Trans>Teams</Trans>}>
-            <DetailsValue>
-              {organisation.teams.length} /{' '}
-              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
-            </DetailsValue>
-          </DetailsCard>
-        </div>
-
-        <div className="mt-4">
-          <OrganisationUsagePanel
-            organisationId={organisation.id}
-            monthlyStats={organisation.monthlyStats}
-            organisationClaim={organisation.organisationClaim}
-          />
-        </div>
-      </div>
+      <OrganisationUsagePanel
+        organisationId={organisation.id}
+        monthlyStats={organisation.monthlyStats}
+        organisationClaim={organisation.organisationClaim}
+        capacityUsage={{
+          members: organisation.members.length,
+          teams: organisation.teams.length,
+        }}
+      />
 
       <div className="mt-6 rounded-lg border p-4">
         <Accordion type="single" collapsible>
           <AccordionItem value="global-settings" className="border-b-0">
             <AccordionTrigger className="py-0">
               <div className="text-left">
-                <p className="font-medium text-sm">
+                <p className="font-semibold text-base">
                   <Trans>Global Settings</Trans>
                 </p>
-                <p className="mt-1 font-normal text-muted-foreground text-sm">
+                <p className="mt-1 text-muted-foreground text-sm">
                   <Trans>Default settings applied to this organisation.</Trans>
                 </p>
               </div>
@@ -330,12 +312,21 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
       </div>
 
       <SettingsHeader
+        hideDivider
         title={t`Manage subscription`}
         subtitle={t`Manage the ${organisation.name} organisation subscription`}
         className="mt-16"
       />
 
-      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+      <Alert
+        className={cn(
+          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
+            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
+          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
+        )}
+        variant="neutral"
+      >
         <div className="mb-4 sm:mb-0">
           <AlertTitle>
             <Trans>Subscription</Trans>
@@ -343,7 +334,12 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
           <AlertDescription className="mr-2">
             {organisation.subscription ? (
-              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              <span className="flex items-center gap-2">
+                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
+                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
+                )}
+                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              </span>
             ) : (
               <span>
                 <Trans>No subscription found</Trans>
@@ -356,6 +352,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
           <div>
             <Button
               variant="outline"
+              className="bg-background"
               loading={isCreatingStripeCustomer}
               onClick={async () => createStripeCustomer({ organisationId })}
             >
@@ -366,7 +363,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
         {organisation.customerId && !organisation.subscription && (
           <div>
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -383,13 +380,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
             <AdminOrganisationSyncSubscriptionDialog
               organisationId={organisationId}
               trigger={
-                <Button variant="outline">
+                <Button variant="outline" className="bg-background">
                   <Trans>Sync Stripe subscription</Trans>
                 </Button>
               }
             />
 
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -406,27 +403,34 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <div className="mt-16 space-y-10">
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Members</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>People with access to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={organisationMembersColumns} data={organisation.members} />
           </div>
         </div>
 
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Teams</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Teams that belong to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={teamsColumns} data={organisation.teams} />
           </div>
         </div>
       </div>
 
       <SettingsHeader
+        hideDivider
         title={t`Danger Zone`}
         subtitle={t`Irreversible actions for this organisation`}
         className="mt-16"
@@ -648,7 +652,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
               <FormLabel className="flex items-center">
                 <Trans>Inherited subscription claim</Trans>
                 <Tooltip>
-                  <TooltipTrigger>
+                  <TooltipTrigger type="button">
                     <InfoIcon className="mx-2 h-4 w-4" />
                   </TooltipTrigger>
 
@@ -681,10 +685,15 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                   </TooltipContent>
                 </Tooltip>
               </FormLabel>
-              <FormControl>
-                <Input disabled {...field} />
-              </FormControl>
-              <FormMessage />
+              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
+                {field.value ? (
+                  <span className="font-mono text-foreground">{field.value}</span>
+                ) : (
+                  <span className="text-muted-foreground">
+                    <Trans>No inherited claim</Trans>
+                  </span>
+                )}
+              </div>
             </FormItem>
           )}
         />
@@ -715,108 +724,113 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
           )}
         />
 
-        <FormField
-          control={form.control}
-          name="claims.teamCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Team Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
+          <FormField
+            control={form.control}
+            name="claims.teamCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Team Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.memberCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Member Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of members allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.memberCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Member Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.envelopeItemCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Envelope Item Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={1}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.recipientCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Recipient Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.recipientCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Recipient Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </div>
 
         <div>
-          <FormLabel>
+          <h3 className="font-semibold text-base">
             <Trans>Feature Flags</Trans>
-          </FormLabel>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Capabilities enabled for this organisation.</Trans>
+          </p>
 
-          <div className="mt-2 space-y-2 rounded-md border p-4">
+          <div className="mt-3 space-y-2 rounded-md border p-4">
             {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
               const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
 

apps/remix/app/routes/_authenticated+/admin+/teams.$id.tsx

@@ -287,7 +287,11 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
               </AccordionTrigger>
               <AccordionContent>
                 <div className="mt-4">
-                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
+                  <AdminGlobalSettingsSection
+                    settings={team.teamGlobalSettings}
+                    inheritedSettings={team.organisation.organisationGlobalSettings}
+                    isTeam
+                  />
                 </div>
               </AccordionContent>
             </AccordionItem>

apps/remix/app/routes/_authenticated+/dashboard.tsx

@@ -143,7 +143,7 @@ export default function DashboardPage() {
 
                   {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                     <div className="absolute top-4 right-4 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100">
-                      <Link to={`/o/${org.url}/settings`}>
+                      <Link to={`/o/${org.url}/settings/general`}>
                         <SettingsIcon className="h-4 w-4" />
                       </Link>
                     </div>
@@ -212,7 +212,7 @@ export default function DashboardPage() {
 
                     {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                       <div className="absolute top-4 right-4 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100">
-                        <Link to={`/t/${team.url}/settings`}>
+                        <Link to={`/t/${team.url}/settings/general`}>
                           <SettingsIcon className="h-4 w-4" />
                         </Link>
                       </div>

apps/remix/app/routes/_authenticated+/o.$orgUrl._index.tsx

@@ -115,7 +115,7 @@ export default function OrganisationSettingsTeamsPage() {
         </div>
 
         <Button asChild>
-          <Link to={`/o/${organisation.url}/settings`}>
+          <Link to={`/o/${organisation.url}/settings/general`}>
             <Trans>Manage Organisation</Trans>
           </Link>
         </Button>
@@ -184,7 +184,7 @@ const TeamDropdownMenu = ({ team }: { team: TGetOrganisationSessionResponse[0]['
           </Link>
         </DropdownMenuItem>
         <DropdownMenuItem asChild>
-          <Link to={`/t/${team.url}/settings`}>
+          <Link to={`/t/${team.url}/settings/general`}>
             <SettingsIcon className="mr-2 h-4 w-4" />
             <Trans>Settings</Trans>
           </Link>