Merge branch 'main' into feature/pdf-placeholder-selection-fields

apps/remix/app/components/dialogs/envelope-cancel-dialog.tsx

@@ -0,0 +1,134 @@
+import { trpc as trpcReact } from '@documenso/trpc/react';
+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 { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useEffect, useState } from 'react';
+
+export type EnvelopeCancelDialogProps = {
+  id: string;
+  title: string;
+  trigger?: React.ReactNode;
+  onCancel?: () => Promise<void> | void;
+};
+
+export const EnvelopeCancelDialog = ({ id, title, trigger, onCancel }: EnvelopeCancelDialogProps) => {
+  const { toast } = useToast();
+  const { t } = useLingui();
+  const trpcUtils = trpcReact.useUtils();
+
+  const [open, setOpen] = useState(false);
+  const [reason, setReason] = useState('');
+
+  const { mutateAsync: cancelEnvelope, isPending } = trpcReact.envelope.cancel.useMutation({
+    onSuccess: async () => {
+      toast({
+        title: t`Document cancelled`,
+        description: t`"${title}" has been successfully cancelled`,
+        duration: 5000,
+      });
+
+      await trpcUtils.document.findDocumentsInternal.invalidate();
+
+      await onCancel?.();
+
+      setOpen(false);
+    },
+    onError: () => {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be cancelled at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setReason('');
+    }
+  }, [open]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Are you sure?</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              You are about to cancel <strong>"{title}"</strong>
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning" className="-mt-1">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will occur:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>The document signing process will be stopped</Trans>
+              </li>
+              <li>
+                <Trans>Recipients will be notified that the document was cancelled</Trans>
+              </li>
+              <li>
+                <Trans>The document will remain in your dashboard marked as Cancelled</Trans>
+              </li>
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <div className="flex flex-col gap-2">
+          <Label htmlFor="cancel-reason">
+            <Trans>Reason (optional)</Trans>
+          </Label>
+
+          <Textarea
+            id="cancel-reason"
+            value={reason}
+            onChange={(event) => setReason(event.target.value)}
+            placeholder={t`Add an optional reason for cancelling this document`}
+          />
+        </div>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isPending}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button
+            type="button"
+            loading={isPending}
+            onClick={() => void cancelEnvelope({ envelopeId: id, reason: reason || undefined })}
+            variant="destructive"
+          >
+            <Trans>Cancel document</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -166,7 +166,7 @@ export const EnvelopeDeleteDialog = ({
                   </ul>
                 </AlertDescription>
               ))
-              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED), () => (
+              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED, DocumentStatus.CANCELLED), () => (
                 <AlertDescription>
                   <p>
                     <Trans>By deleting this document, the following will occur:</Trans>

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

@@ -0,0 +1,159 @@
+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 { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { plural } from '@lingui/core/macro';
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useState } from 'react';
+
+export type EnvelopesBulkCancelDialogProps = {
+  envelopeIds: string[];
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSuccess?: () => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopesBulkCancelDialog = ({
+  envelopeIds,
+  open,
+  onOpenChange,
+  onSuccess,
+  ...props
+}: EnvelopesBulkCancelDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const trpcUtils = trpc.useUtils();
+
+  const [reason, setReason] = useState('');
+
+  useEffect(() => {
+    if (open) {
+      setReason('');
+    }
+  }, [open]);
+
+  const { mutateAsync: bulkCancelEnvelopes, isPending } = trpc.envelope.bulk.cancel.useMutation({
+    onSuccess: async (result) => {
+      await trpcUtils.document.findDocumentsInternal.invalidate();
+
+      if (result.failedIds.length > 0) {
+        toast({
+          title: t`Documents partially cancelled`,
+          description: t`${plural(result.cancelledCount, {
+            one: '# document cancelled.',
+            other: '# documents cancelled.',
+          })} ${plural(result.failedIds.length, {
+            one: '# document could not be cancelled.',
+            other: '# documents could not be cancelled.',
+          })}`,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: t`Documents cancelled`,
+          description: plural(result.cancelledCount, {
+            one: '# document has been cancelled.',
+            other: '# documents have been cancelled.',
+          }),
+          variant: 'default',
+        });
+      }
+
+      onSuccess?.();
+      onOpenChange(false);
+    },
+    onError: () => {
+      toast({
+        title: t`Error`,
+        description: t`An error occurred while cancelling the documents.`,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Cancel Documents</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Plural
+              value={envelopeIds.length}
+              one="You are about to cancel the selected document."
+              other="You are about to cancel # documents."
+            />
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Only pending documents you have permission to manage will be cancelled.</Trans>
+            </p>
+
+            <p className="mt-1">
+              <Trans>Once confirmed, the following will occur:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>The document signing process will be stopped</Trans>
+              </li>
+              <li>
+                <Trans>Recipients will be notified that the document was cancelled</Trans>
+              </li>
+              <li>
+                <Trans>The documents will remain in your dashboard marked as Cancelled</Trans>
+              </li>
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <div className="flex flex-col gap-2">
+          <Label htmlFor="bulk-cancel-reason">
+            <Trans>Reason (optional)</Trans>
+          </Label>
+
+          <Textarea
+            id="bulk-cancel-reason"
+            value={reason}
+            onChange={(event) => setReason(event.target.value)}
+            placeholder={t`Add an optional reason for cancelling these documents`}
+          />
+        </div>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)} disabled={isPending}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button
+            onClick={(e) => {
+              e.preventDefault();
+              void bulkCancelEnvelopes({ envelopeIds, reason: reason || undefined });
+            }}
+            loading={isPending}
+            variant="destructive"
+          >
+            <Trans>Cancel documents</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -40,6 +40,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: XCircle,
     color: 'text-red-500 dark:text-red-300',
   },
+  CANCELLED: {
+    label: msg`Cancelled`,
+    labelExtended: msg`Document cancelled`,
+    icon: XCircle,
+    color: 'text-red-500 dark:text-red-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

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

@@ -148,6 +148,11 @@ export default function EnvelopeEditorHeader() {
                     <Trans>Rejected</Trans>
                   </Badge>
                 ))
+                .with(DocumentStatus.CANCELLED, () => (
+                  <Badge variant="destructive" className="shrink-0">
+                    <Trans>Cancelled</Trans>
+                  </Badge>
+                ))
                 .exhaustive()}
 
             {autosaveError && (

apps/remix/app/components/tables/documents-table-action-dropdown.tsx

@@ -3,7 +3,7 @@ import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/documen
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
 import { findRecipientByEmail } from '@documenso/lib/utils/recipients';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { formatDocumentsPath, isMemberManagerOrAbove } from '@documenso/lib/utils/teams';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
@@ -30,11 +30,13 @@ import {
   Pencil,
   Share,
   Trash2,
+  XCircle,
 } from 'lucide-react';
 import { useState } from 'react';
 import { Link } from 'react-router';
 
 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
+import { EnvelopeCancelDialog } from '~/components/dialogs/envelope-cancel-dialog';
 import { EnvelopeDeleteDialog } from '~/components/dialogs/envelope-delete-dialog';
 import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
 import { EnvelopeSaveAsTemplateDialog } from '~/components/dialogs/envelope-save-as-template-dialog';
@@ -74,6 +76,12 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
   const isCurrentTeamDocument = team && row.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
+  // Cancelling a document is restricted server-side to the document owner or a
+  // privileged team member (ADMIN/MANAGER). Mirror that here so plain MEMBERs
+  // don't see a Cancel action that would fail on the server.
+  const isPrivilegedTeamMember = isMemberManagerOrAbove(team.currentTeamRole);
+  const canCancelDocument = isOwner || isPrivilegedTeamMember;
+
   const { canTitleBeChanged } = getEnvelopeItemPermissions(
     {
       completedAt: row.completedAt,
@@ -184,11 +192,23 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
           </DropdownMenuItem>
         )}
 
-        {/* No point displaying this if there's no functionality. */}
-        {/* <DropdownMenuItem disabled>
-          <XCircle className="mr-2 h-4 w-4" />
-          Void
-        </DropdownMenuItem> */}
+        {canCancelDocument && isPending && (
+          <EnvelopeCancelDialog
+            id={row.envelopeId}
+            title={row.title}
+            onCancel={async () => {
+              await trpcUtils.document.findDocumentsInternal.invalidate();
+            }}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <XCircle className="mr-2 h-4 w-4" />
+                  <Trans>Cancel</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}
 
         <EnvelopeDeleteDialog
           id={row.envelopeId}

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 } from 'lucide-react';
+import { Bird, CheckCircle2, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -24,6 +24,11 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
       message: msg`There are no active drafts at the current moment. You can upload a document to start drafting.`,
       icon: CheckCircle2,
     }))
+    .with(ExtendedDocumentStatus.CANCELLED, () => ({
+      title: msg`Nothing cancelled`,
+      message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
+      icon: XCircle,
+    }))
     .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/envelopes-table-bulk-action-bar.tsx

@@ -1,11 +1,12 @@
 import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { FolderInputIcon, Trash2Icon, XIcon } from 'lucide-react';
+import { FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';
 
 export type EnvelopesTableBulkActionBarProps = {
   selectedCount: number;
   onMoveClick: () => void;
   onDeleteClick: () => void;
+  onCancelClick?: () => void;
   onClearSelection: () => void;
 };
 
@@ -13,6 +14,7 @@ export const EnvelopesTableBulkActionBar = ({
   selectedCount,
   onMoveClick,
   onDeleteClick,
+  onCancelClick,
   onClearSelection,
 }: EnvelopesTableBulkActionBarProps) => {
   const { t } = useLingui();
@@ -34,6 +36,13 @@ export const EnvelopesTableBulkActionBar = ({
         <Trans>Move to Folder</Trans>
       </Button>
 
+      {onCancelClick && (
+        <Button type="button" variant="outline" size="sm" onClick={onCancelClick}>
+          <XCircleIcon className="mr-2 h-4 w-4" />
+          <Trans>Cancel</Trans>
+        </Button>
+      )}
+
       <Button type="button" variant="destructive" size="sm" onClick={onDeleteClick}>
         <Trash2Icon className="mr-2 h-4 w-4" />
         <Trans>Delete</Trans>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id._index.tsx

@@ -224,6 +224,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
                 {match(envelope.status)
                   .with(DocumentStatus.COMPLETED, () => <Trans>This document has been signed by all recipients</Trans>)
                   .with(DocumentStatus.REJECTED, () => <Trans>This document has been rejected by a recipient</Trans>)
+                  .with(DocumentStatus.CANCELLED, () => <Trans>This document has been cancelled</Trans>)
                   .with(DocumentStatus.DRAFT, () => (
                     <Trans>This document is currently a draft and has not been sent</Trans>
                   ))

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx

@@ -20,6 +20,7 @@ import { Link, useParams, useSearchParams } from 'react-router';
 import { z } from 'zod';
 
 import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
+import { EnvelopesBulkCancelDialog } from '~/components/dialogs/envelopes-bulk-cancel-dialog';
 import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
 import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
 import { DocumentSearch } from '~/components/general/document/document-search';
@@ -61,6 +62,7 @@ export default function DocumentsPage() {
   const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>('documents-bulk-selection', {});
   const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
   const [isBulkDeleteDialogOpen, setIsBulkDeleteDialogOpen] = useState(false);
+  const [isBulkCancelDialogOpen, setIsBulkCancelDialogOpen] = useState(false);
 
   const selectedEnvelopeIds = useMemo(() => {
     return Object.keys(rowSelection).filter((id) => rowSelection[id]);
@@ -71,6 +73,7 @@ export default function DocumentsPage() {
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,
     [ExtendedDocumentStatus.REJECTED]: 0,
+    [ExtendedDocumentStatus.CANCELLED]: 0,
     [ExtendedDocumentStatus.INBOX]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   });
@@ -150,6 +153,7 @@ export default function DocumentsPage() {
                   ExtendedDocumentStatus.INBOX,
                   ExtendedDocumentStatus.PENDING,
                   ExtendedDocumentStatus.COMPLETED,
+                  ExtendedDocumentStatus.CANCELLED,
                   ExtendedDocumentStatus.DRAFT,
                   ExtendedDocumentStatus.ALL,
                 ]
@@ -227,6 +231,7 @@ export default function DocumentsPage() {
           selectedCount={selectedEnvelopeIds.length}
           onMoveClick={() => setIsBulkMoveDialogOpen(true)}
           onDeleteClick={() => setIsBulkDeleteDialogOpen(true)}
+          onCancelClick={() => setIsBulkCancelDialogOpen(true)}
           onClearSelection={() => setRowSelection({})}
         />
 
@@ -246,6 +251,13 @@ export default function DocumentsPage() {
           onOpenChange={setIsBulkDeleteDialogOpen}
           onSuccess={() => setRowSelection({})}
         />
+
+        <EnvelopesBulkCancelDialog
+          envelopeIds={selectedEnvelopeIds}
+          open={isBulkCancelDialogOpen}
+          onOpenChange={setIsBulkCancelDialogOpen}
+          onSuccess={() => setRowSelection({})}
+        />
       </div>
     </EnvelopeDropZoneWrapper>
   );

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

@@ -9,7 +9,7 @@ import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useLingui } from '@lingui/react';
 import { useLayoutEffect, useState } from 'react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useSearchParams } from 'react-router';
 
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
@@ -22,6 +22,9 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
 
   const { toast } = useToast();
   const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
+
+  const presignToken = searchParams.get('token') ?? undefined;
 
   const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(null);
   const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(null);
@@ -57,11 +60,14 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
 
       const fields = data.fields;
 
-      const documentData = await putPdfFile({
-        arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
-        name: configuration.documentData.name,
-        type: configuration.documentData.type,
-      });
+      const documentData = await putPdfFile(
+        {
+          arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
+          name: configuration.documentData.name,
+          type: configuration.documentData.type,
+        },
+        { presignToken },
+      );
 
       // Use the externalId from the URL fragment if available
       const documentExternalId = externalId || configuration.meta.externalId;

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

@@ -8,7 +8,7 @@ import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useLingui } from '@lingui/react';
 import { useLayoutEffect, useState } from 'react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useSearchParams } from 'react-router';
 
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
@@ -20,6 +20,9 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
   const { _ } = useLingui();
   const { toast } = useToast();
   const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
+
+  const presignToken = searchParams.get('token') ?? undefined;
 
   const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(null);
   const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(null);
@@ -55,11 +58,14 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
 
       const fields = data.fields;
 
-      const documentData = await putPdfFile({
-        arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
-        name: configuration.documentData.name,
-        type: configuration.documentData.type,
-      });
+      const documentData = await putPdfFile(
+        {
+          arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
+          name: configuration.documentData.name,
+          type: configuration.documentData.type,
+        },
+        { presignToken },
+      );
 
       // Use the externalId from the URL fragment if available
       const metaWithExternalId = {

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.12.0"
+  "version": "2.13.0"
 }

apps/remix/server/api/files/files.helpers.ts

@@ -1,4 +1,6 @@
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { generatePartialSignedPdf } from '@documenso/lib/server-only/pdf/generate-partial-signed-pdf';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { sha256 } from '@documenso/lib/universal/crypto';
@@ -26,6 +28,29 @@ type DocumentDataInput = {
   initialData: string;
 };
 
+export const resolveFileUploadUserId = async (c: Context<HonoEnv>): Promise<number | null> => {
+  const session = await getOptionalSession(c);
+
+  if (session.user?.id) {
+    return session.user.id;
+  }
+
+  const authorizationHeader = c.req.header('authorization');
+
+  const [bearerToken] = (authorizationHeader || '').split('Bearer ').filter((part) => part.length > 0);
+
+  const queryToken = c.req.query('token');
+  const presignToken = bearerToken || queryToken;
+
+  if (!presignToken) {
+    return null;
+  }
+
+  const verifiedToken = await verifyEmbeddingPresignToken({ token: presignToken }).catch(() => undefined);
+
+  return verifiedToken?.userId ?? null;
+};
+
 type EnvelopeForPendingDownload = {
   id: string;
   status: DocumentStatus;

apps/remix/server/api/files/files.ts

@@ -10,8 +10,9 @@ import type { Prisma } from '@prisma/client';
 import { Hono } from 'hono';
 
 import type { HonoEnv } from '../../router';
-import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest } from './files.helpers';
+import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
+  isAllowedUploadContentType,
   type TGetPresignedPostUrlResponse,
   ZGetEnvelopeItemFileDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileRequestParamsSchema,
@@ -31,6 +32,12 @@ export const filesRoute = new Hono<HonoEnv>()
    */
   .post('/upload-pdf', sValidator('form', ZUploadPdfRequestSchema), async (c) => {
     try {
+      const userId = await resolveFileUploadUserId(c);
+
+      if (!userId) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
       const { file } = c.req.valid('form');
 
       if (!file) {
@@ -55,10 +62,20 @@ export const filesRoute = new Hono<HonoEnv>()
     }
   })
   .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
+    const userId = await resolveFileUploadUserId(c);
+
+    if (!userId) {
+      return c.json({ error: 'Unauthorized' }, 401);
+    }
+
     const { fileName, contentType } = c.req.valid('json');
 
+    if (!isAllowedUploadContentType(contentType)) {
+      return c.json({ error: 'Unsupported content type' }, 400);
+    }
+
     try {
-      const { key, url } = await getPresignPostUrl(fileName, contentType);
+      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
 
       return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
     } catch (err) {

apps/remix/server/api/files/files.types.ts

@@ -13,6 +13,14 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
 export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
 export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
 
+export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
+
+export const isAllowedUploadContentType = (contentType: string): boolean => {
+  const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
+
+  return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
+};
+
 export const ZGetPresignedPostUrlRequestSchema = z.object({
   fileName: z.string().min(1),
   contentType: z.string().min(1),

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.12.0",
+  "version": "2.13.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.12.0",
+      "version": "2.13.0",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -406,7 +406,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.12.0",
+      "version": "2.13.0",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.12.0",
+  "version": "2.13.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",

packages/api/v1/implementation.ts

@@ -1,7 +1,7 @@
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
-import { DocumentDataType, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentDataType, DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
 import { tsr } from '@ts-rest/serverless/fetch';
 import { match } from 'ts-pattern';
 import '@documenso/lib/constants/time-zones';
@@ -240,7 +240,12 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         };
       }
 
-      if (!downloadOriginalDocument && !isDocumentCompleted(envelope.status)) {
+      // A cancelled document was never sealed, so its data is the unsigned original.
+      // Treat it as not-completed here so a "signed" version is never served for it.
+      // REJECTED and COMPLETED keep their prior behavior.
+      const hasSignedArtifact = isDocumentCompleted(envelope.status) && envelope.status !== DocumentStatus.CANCELLED;
+
+      if (!downloadOriginalDocument && !hasSignedArtifact) {
         return {
           status: 400,
           body: {

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-envelope-cancel.spec.ts

@@ -0,0 +1,242 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { prisma } from '@documenso/prisma';
+import { seedCompletedDocument, seedDraftDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const createTokenForUser = async (userId: number, teamId: number, tokenName: string) => {
+  const { token } = await createApiToken({
+    userId,
+    teamId,
+    tokenName,
+    expiresIn: null,
+  });
+
+  return token;
+};
+
+test.describe('Envelope cancel endpoint authorization', () => {
+  test('hides the document from an outsider attempting to cancel it', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const { user: outsider, team: outsiderTeam } = await seedUser();
+    const outsiderToken = await createTokenForUser(outsider.id, outsiderTeam.id, 'outsider');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${outsiderToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    // Outsiders must not be able to determine whether the envelope exists.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+
+    // The document must be untouched.
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.PENDING);
+  });
+
+  test('hides the document from a recipient attempting to cancel it', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient, team: recipientTeam } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const recipientToken = await createTokenForUser(recipient.id, recipientTeam.id, 'recipient');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${recipientToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    // A recipient is not a member of the document's team, so they must not be
+    // able to determine whether it exists via this endpoint.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.PENDING);
+  });
+
+  // Note: a non-privileged MEMBER cannot obtain an API token at all (token
+  // creation requires the MANAGE_TEAM permission), so the MEMBER cancellation
+  // restriction is covered through the UI tests in cancel-documents.spec.ts
+  // rather than at the API layer.
+
+  test('allows the document owner to cancel a pending document', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const ownerToken = await createTokenForUser(owner.id, team.id, 'owner');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${ownerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true, completedAt: true, deletedAt: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
+    expect(documentInDb.completedAt).not.toBeNull();
+    expect(documentInDb.deletedAt).toBeNull();
+  });
+
+  test('allows a team ADMIN to cancel a pending document they do not own', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+
+    const adminUser = await seedTeamMember({
+      teamId: team.id,
+      role: TeamMemberRole.ADMIN,
+    });
+
+    const { user: recipient } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const adminToken = await createTokenForUser(adminUser.id, team.id, 'admin');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${adminToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
+  });
+
+  test('allows a team MANAGER to cancel a pending document they do not own', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+
+    const managerUser = await seedTeamMember({
+      teamId: team.id,
+      role: TeamMemberRole.MANAGER,
+    });
+
+    const { user: recipient } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const managerToken = await createTokenForUser(managerUser.id, team.id, 'manager');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${managerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
+  });
+
+  test('rejects cancelling a draft document', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const document = await seedDraftDocument(owner, team.id, []);
+
+    const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-draft');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${ownerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.DRAFT);
+  });
+
+  test('rejects cancelling a completed document', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+    const document = await seedCompletedDocument(owner, team.id, [recipient]);
+
+    const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-completed');
+
+    const res = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${ownerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.COMPLETED);
+  });
+
+  test('rejects double cancellation of an already cancelled document', async ({ request }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+    const document = await seedPendingDocument(owner, team.id, [recipient]);
+
+    const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-double');
+
+    const firstRes = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${ownerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(firstRes.status()).toBe(200);
+
+    const secondRes = await request.post(`${baseUrl}/envelope/cancel`, {
+      headers: { Authorization: `Bearer ${ownerToken}` },
+      data: { envelopeId: document.id },
+    });
+
+    expect(secondRes.ok()).toBeFalsy();
+    expect(secondRes.status()).toBe(400);
+
+    const documentInDb = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true },
+    });
+
+    expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
+  });
+});

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-file-upload.spec.ts

@@ -0,0 +1,102 @@
+import fs from 'node:fs';
+import path from 'node:path';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/create-embedding-presign-token';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+const examplePdf = fs.readFileSync(path.join(__dirname, '../../../../../../assets/example.pdf'));
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const createPresignTokenForUser = async (userId: number, teamId: number) => {
+  const { token: apiToken } = await createApiToken({
+    userId,
+    teamId,
+    tokenName: 'file-upload-test',
+    expiresIn: null,
+  });
+
+  const { token: presignToken } = await createEmbeddingPresignToken({ apiToken });
+
+  return presignToken;
+};
+
+const buildPdfFormData = () => {
+  const formData = new FormData();
+  formData.append('file', new File([examplePdf], 'test.pdf', { type: 'application/pdf' }));
+
+  return formData;
+};
+
+test.describe('File upload endpoint authorization', () => {
+  test('rejects an unauthenticated upload-pdf request', async ({ request }) => {
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/upload-pdf`, {
+      multipart: buildPdfFormData(),
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects an unauthenticated presigned-post-url request', async ({ request }) => {
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: { 'Content-Type': 'application/json' },
+      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects a presigned-post-url request with an invalid presign token', async ({ request }) => {
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer not-a-real-token',
+      },
+      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects a presigned-post-url request with a disallowed content type', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const presignToken = await createPresignTokenForUser(user.id, team.id);
+
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: `Bearer ${presignToken}`,
+      },
+      data: { fileName: 'malware.exe', contentType: 'application/x-msdownload' },
+    });
+
+    // Authenticated, but the content type is not on the allow-list.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+  });
+
+  test('allows an upload-pdf request authorized by a valid presign token', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const presignToken = await createPresignTokenForUser(user.id, team.id);
+
+    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/upload-pdf`, {
+      headers: { Authorization: `Bearer ${presignToken}` },
+      multipart: buildPdfFormData(),
+    });
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+
+    const body = await res.json();
+    expect(body.id).toBeDefined();
+  });
+});

packages/app-tests/e2e/documents/bulk-document-actions.spec.ts

@@ -1,9 +1,12 @@
-import { seedDraftDocument } from '@documenso/prisma/seed/documents';
+import { prisma } from '@documenso/prisma';
+import { seedCompletedDocument, seedDraftDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
 import { seedBlankFolder } from '@documenso/prisma/seed/folders';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
 
-import { apiSignin } from '../fixtures/authentication';
+import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'parallel' });
@@ -250,3 +253,147 @@ test('[BULK_ACTIONS]: can move documents from folder to home (root)', async ({ p
   await page.goto(`/t/${sender.team.url}/documents/f/${folder.id}`);
   await expect(page.getByRole('link', { name: 'Bulk Test Doc 1' })).not.toBeVisible();
 });
+
+// ─── Bulk cancel ─────────────────────────────────────────────────────────────
+
+test('[BULK_ACTIONS]: can cancel multiple pending documents', async ({ page }) => {
+  const sender = await seedUser({ setTeamEmailAsOwner: true });
+  const { user: recipient } = await seedUser();
+
+  const [pending1, pending2] = await Promise.all([
+    seedPendingDocument(sender.user, sender.team.id, [recipient], {
+      createDocumentOptions: { title: 'Bulk Cancel Pending 1' },
+    }),
+    seedPendingDocument(sender.user, sender.team.id, [recipient], {
+      createDocumentOptions: { title: 'Bulk Cancel Pending 2' },
+    }),
+  ]);
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await page.locator('tr', { hasText: 'Bulk Cancel Pending 1' }).getByRole('checkbox').click();
+  await page.locator('tr', { hasText: 'Bulk Cancel Pending 2' }).getByRole('checkbox').click();
+  await expect(page.getByText('2 selected')).toBeVisible();
+
+  // The bulk action bar Cancel button (distinct from the dialog's confirm button).
+  await page.getByRole('button', { name: 'Cancel', exact: true }).click();
+
+  const dialog = page.getByRole('dialog');
+  await expect(dialog).toBeVisible();
+  await expect(dialog.getByRole('heading', { name: 'Cancel Documents' })).toBeVisible();
+  await expect(dialog.getByText('You are about to cancel 2 documents')).toBeVisible();
+
+  await dialog.getByRole('button', { name: 'Cancel documents' }).click();
+
+  await expectToastTextToBeVisible(page, 'Documents cancelled');
+
+  // Selection clears after a successful cancel.
+  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+
+  // Both documents are now cancelled in the database.
+  for (const document of [pending1, pending2]) {
+    const envelope = await prisma.envelope.findFirstOrThrow({
+      where: { id: document.id },
+      select: { status: true, deletedAt: true },
+    });
+
+    expect(envelope.status).toBe(DocumentStatus.CANCELLED);
+    expect(envelope.deletedAt).toBeNull();
+  }
+});
+
+test('[BULK_ACTIONS]: bulk cancel only affects pending documents', async ({ page }) => {
+  const sender = await seedUser({ setTeamEmailAsOwner: true });
+  const { user: recipient } = await seedUser();
+
+  const pending = await seedPendingDocument(sender.user, sender.team.id, [recipient], {
+    createDocumentOptions: { title: 'Mixed Cancel Pending' },
+  });
+  const draft = await seedDraftDocument(sender.user, sender.team.id, [], {
+    createDocumentOptions: { title: 'Mixed Cancel Draft' },
+  });
+  const completed = await seedCompletedDocument(sender.user, sender.team.id, [recipient], {
+    createDocumentOptions: { title: 'Mixed Cancel Completed' },
+  });
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await page.locator('thead').getByRole('checkbox').click();
+  await expect(page.getByText('3 selected')).toBeVisible();
+
+  await page.getByRole('button', { name: 'Cancel', exact: true }).click();
+
+  const dialog = page.getByRole('dialog');
+  await expect(dialog).toBeVisible();
+  await dialog.getByRole('button', { name: 'Cancel documents' }).click();
+
+  // Only one of the three was pending, so this is a partial result.
+  await expectToastTextToBeVisible(page, 'Documents partially cancelled');
+
+  const pendingEnvelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: pending.id },
+    select: { status: true },
+  });
+  expect(pendingEnvelope.status).toBe(DocumentStatus.CANCELLED);
+
+  // The draft and completed documents are untouched.
+  const draftEnvelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: draft.id },
+    select: { status: true },
+  });
+  expect(draftEnvelope.status).toBe(DocumentStatus.DRAFT);
+
+  const completedEnvelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: completed.id },
+    select: { status: true },
+  });
+  expect(completedEnvelope.status).toBe(DocumentStatus.COMPLETED);
+});
+
+test('[BULK_ACTIONS]: a MEMBER cannot bulk cancel documents they do not own', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { user: recipient } = await seedUser();
+
+  const ownerDocument = await seedPendingDocument(owner, team.id, [recipient], {
+    createDocumentOptions: { title: 'Member Cannot Cancel This', visibility: 'EVERYONE' },
+  });
+
+  await apiSignin({
+    page,
+    email: memberUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.locator('tr', { hasText: 'Member Cannot Cancel This' }).getByRole('checkbox').click();
+  await expect(page.getByText('1 selected')).toBeVisible();
+
+  await page.getByRole('button', { name: 'Cancel', exact: true }).click();
+
+  const dialog = page.getByRole('dialog');
+  await expect(dialog).toBeVisible();
+  await dialog.getByRole('button', { name: 'Cancel documents' }).click();
+
+  // The server rejects the cancellation for a document the MEMBER does not own,
+  // so it reports zero cancelled (a partial result with the document in failedIds).
+  await expectToastTextToBeVisible(page, 'Documents partially cancelled');
+
+  // The document remains pending.
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: ownerDocument.id },
+    select: { status: true },
+  });
+  expect(envelope.status).toBe(DocumentStatus.PENDING);
+
+  await apiSignout({ page });
+});

packages/app-tests/e2e/documents/cancel-documents.spec.ts

@@ -0,0 +1,342 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+import { seedCancelledDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
+
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
+import { expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
+
+test.describe.configure({ mode: 'serial' });
+
+const seedCancelDocumentsTestRequirements = async () => {
+  const [sender, recipientA, recipientB] = await Promise.all([
+    seedUser({ setTeamEmailAsOwner: true }),
+    seedUser({ setTeamEmailAsOwner: true }),
+    seedUser({ setTeamEmailAsOwner: true }),
+  ]);
+
+  const pendingDocument = await seedPendingDocument(sender.user, sender.team.id, [recipientA.user, recipientB.user], {
+    createDocumentOptions: { title: 'Document 1 - Pending' },
+  });
+
+  return {
+    sender,
+    recipients: [recipientA, recipientB],
+    pendingDocument,
+  };
+};
+
+const cancelDocumentViaUi = async (page: Page, documentTitle: string, reason?: string) => {
+  const documentActionBtn = page.locator('tr', { hasText: documentTitle }).getByTestId('document-table-action-btn');
+
+  await openDropdownMenu(page, documentActionBtn);
+
+  await expect(page.getByRole('menuitem', { name: 'Cancel' })).toBeVisible();
+  await page.getByRole('menuitem', { name: 'Cancel' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Are you sure?' })).toBeVisible();
+
+  if (reason) {
+    await page.getByPlaceholder('Add an optional reason for cancelling this document').fill(reason);
+  }
+
+  await page.getByRole('button', { name: 'Cancel document' }).click();
+};
+
+test('[DOCUMENTS]: cancelling a pending document keeps it in the owner dashboard as cancelled', async ({ page }) => {
+  const { sender, pendingDocument } = await seedCancelDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await cancelDocumentViaUi(page, 'Document 1 - Pending', 'No longer required');
+
+  await expectToastTextToBeVisible(page, 'Document cancelled');
+
+  // The document must remain in the dashboard, unlike deleting a pending document.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Cancelled', 1);
+  await checkDocumentTabCount(page, 'All', 1);
+
+  // The cancelled document is still listed.
+  await page.getByRole('tab', { name: 'Cancelled' }).click();
+  await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
+
+  // The envelope status is persisted as CANCELLED.
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: pendingDocument.id,
+    },
+    select: {
+      status: true,
+      completedAt: true,
+      deletedAt: true,
+    },
+  });
+
+  expect(envelope.status).toBe(DocumentStatus.CANCELLED);
+  expect(envelope.completedAt).not.toBeNull();
+  expect(envelope.deletedAt).toBeNull();
+});
+
+test('[DOCUMENTS]: cancelling a pending document retains it for recipients', async ({ page }) => {
+  const { sender, recipients } = await seedCancelDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await cancelDocumentViaUi(page, 'Document 1 - Pending');
+
+  await expectToastTextToBeVisible(page, 'Document cancelled');
+
+  await apiSignout({ page });
+
+  // Recipients should still be able to see the document as a record of distribution.
+  for (const recipient of recipients) {
+    await apiSignin({
+      page,
+      email: recipient.user.email,
+      redirectPath: `/t/${recipient.team.url}/documents`,
+    });
+
+    await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
+
+    await apiSignout({ page });
+  }
+});
+
+test('[DOCUMENTS]: a cancelled document can be deleted, hiding it from the owner without removing it', async ({
+  page,
+}) => {
+  const { sender, recipients, pendingDocument } = await seedCancelDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await cancelDocumentViaUi(page, 'Document 1 - Pending');
+  await expectToastTextToBeVisible(page, 'Document cancelled');
+
+  // Delete the now-cancelled document. Being terminal, it should soft delete (hide).
+  await page.getByRole('tab', { name: 'Cancelled' }).click();
+
+  const documentActionBtn = page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
+
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await page.waitForTimeout(2500);
+
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+
+  // The envelope is soft deleted, not hard deleted.
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: pendingDocument.id,
+    },
+    select: {
+      status: true,
+      deletedAt: true,
+    },
+  });
+
+  expect(envelope.status).toBe(DocumentStatus.CANCELLED);
+  expect(envelope.deletedAt).not.toBeNull();
+
+  await apiSignout({ page });
+
+  // Recipients should still retain the document after the owner deletes it.
+  await apiSignin({
+    page,
+    email: recipients[0].user.email,
+    redirectPath: `/t/${recipients[0].team.url}/documents`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
+});
+
+// ─── Visibility: a cancelled document must respect team document visibility ───
+
+test('[DOCUMENTS]: cancelled document with ADMIN visibility is hidden from a MEMBER', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  const adminUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
+  const managerUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+  const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await seedCancelledDocument(owner, team.id, [], {
+    createDocumentOptions: {
+      visibility: 'ADMIN',
+      title: 'Cancelled Admin Only Document',
+    },
+  });
+
+  // The MEMBER must NOT see the ADMIN-visibility cancelled document on any tab.
+  await apiSignin({
+    page,
+    email: memberUser.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Admin Only Document', exact: true })).not.toBeVisible();
+
+  // Also confirm it doesn't leak via the ALL tab.
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${team.url}/documents`);
+  await expect(page.getByRole('link', { name: 'Cancelled Admin Only Document', exact: true })).not.toBeVisible();
+
+  await apiSignout({ page });
+
+  // The MANAGER must NOT see an ADMIN-visibility document either.
+  await apiSignin({
+    page,
+    email: managerUser.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Admin Only Document', exact: true })).not.toBeVisible();
+
+  await apiSignout({ page });
+
+  // The ADMIN must see it.
+  await apiSignin({
+    page,
+    email: adminUser.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Admin Only Document', exact: true })).toBeVisible();
+});
+
+test('[DOCUMENTS]: cancelled document with MANAGER_AND_ABOVE visibility is hidden from a MEMBER', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  const managerUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+  const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await seedCancelledDocument(owner, team.id, [], {
+    createDocumentOptions: {
+      visibility: 'MANAGER_AND_ABOVE',
+      title: 'Cancelled Manager Document',
+    },
+  });
+
+  // The MEMBER must NOT see it.
+  await apiSignin({
+    page,
+    email: memberUser.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Manager Document', exact: true })).not.toBeVisible();
+
+  await apiSignout({ page });
+
+  // The MANAGER must see it.
+  await apiSignin({
+    page,
+    email: managerUser.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Manager Document', exact: true })).toBeVisible();
+});
+
+test('[DOCUMENTS]: a recipient sees a cancelled document regardless of restricted visibility', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  // A MEMBER who is also a recipient on an ADMIN-visibility document.
+  const memberRecipient = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await seedCancelledDocument(owner, team.id, [memberRecipient], {
+    createDocumentOptions: {
+      visibility: 'ADMIN',
+      title: 'Cancelled Admin Doc With Recipient',
+    },
+  });
+
+  // Even though the document is ADMIN-only, the MEMBER is a recipient, so they
+  // must still see it (proof of distribution), matching completed-document behaviour.
+  await apiSignin({
+    page,
+    email: memberRecipient.email,
+    redirectPath: `/t/${team.url}/documents?status=CANCELLED`,
+  });
+
+  await expect(page.getByRole('link', { name: 'Cancelled Admin Doc With Recipient', exact: true })).toBeVisible();
+});
+
+// ─── UI gating: only privileged members see the Cancel action ────────────────
+
+test('[DOCUMENTS]: a MEMBER does not see the Cancel action on a pending document', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { user: recipient } = await seedUser();
+
+  await seedPendingDocument(owner, team.id, [recipient], {
+    createDocumentOptions: { title: 'Member Gating Pending Document', visibility: 'EVERYONE' },
+  });
+
+  await apiSignin({
+    page,
+    email: memberUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  const documentActionBtn = page
+    .locator('tr', { hasText: 'Member Gating Pending Document' })
+    .getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, documentActionBtn);
+
+  // The dropdown must render (Edit is always there) but Cancel must be absent.
+  await expect(page.getByRole('menuitem', { name: 'Edit' })).toBeVisible();
+  await expect(page.getByRole('menuitem', { name: 'Cancel' })).not.toBeVisible();
+});
+
+test('[DOCUMENTS]: a team ADMIN sees and can use the Cancel action on a document they do not own', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+
+  const adminUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
+
+  const { user: recipient } = await seedUser();
+
+  const document = await seedPendingDocument(owner, team.id, [recipient], {
+    createDocumentOptions: { title: 'Admin Cancellable Document', visibility: 'EVERYONE' },
+  });
+
+  await apiSignin({
+    page,
+    email: adminUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await cancelDocumentViaUi(page, 'Admin Cancellable Document');
+
+  await expectToastTextToBeVisible(page, 'Document cancelled');
+
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: document.id },
+    select: { status: true },
+  });
+
+  expect(envelope.status).toBe(DocumentStatus.CANCELLED);
+});

packages/lib/constants/document.ts

@@ -23,6 +23,9 @@ export const DOCUMENT_STATUS: {
   [DocumentStatus.REJECTED]: {
     description: msg`Rejected`,
   },
+  [DocumentStatus.CANCELLED]: {
+    description: msg`Cancelled`,
+  },
   [DocumentStatus.DRAFT]: {
     description: msg`Draft`,
   },

packages/lib/errors/app-error.ts

@@ -27,6 +27,7 @@ export enum AppErrorCode {
   ENVELOPE_DRAFT = 'ENVELOPE_DRAFT',
   ENVELOPE_COMPLETED = 'ENVELOPE_COMPLETED',
   ENVELOPE_REJECTED = 'ENVELOPE_REJECTED',
+  ENVELOPE_CANCELLED = 'ENVELOPE_CANCELLED',
   ENVELOPE_LEGACY = 'ENVELOPE_LEGACY',
   /**
    * Authoring mutation rejected because the envelope is an AES/QES envelope
@@ -80,6 +81,7 @@ export const genericErrorCodeToTrpcErrorCodeMap: Record<string, { code: string;
   [AppErrorCode.ENVELOPE_DRAFT]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_COMPLETED]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_REJECTED]: { code: 'BAD_REQUEST', status: 400 },
+  [AppErrorCode.ENVELOPE_CANCELLED]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_LEGACY]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_TSP_LOCKED]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.CSC_INSTANCE_MODE_MISMATCH]: { code: 'BAD_REQUEST', status: 400 },
@@ -286,6 +288,7 @@ export class AppError extends Error {
         AppErrorCode.ENVELOPE_DRAFT,
         AppErrorCode.ENVELOPE_COMPLETED,
         AppErrorCode.ENVELOPE_REJECTED,
+        AppErrorCode.ENVELOPE_CANCELLED,
         AppErrorCode.ENVELOPE_LEGACY,
         AppErrorCode.ENVELOPE_TSP_LOCKED,
         AppErrorCode.CSC_INSTANCE_MODE_MISMATCH,

packages/lib/server-only/admin/get-documents-stats.ts

@@ -18,6 +18,7 @@ export const getDocumentStats = async () => {
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,
     [ExtendedDocumentStatus.REJECTED]: 0,
+    [ExtendedDocumentStatus.CANCELLED]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   };
 

packages/lib/server-only/document/cancel-document.ts

@@ -0,0 +1,129 @@
+import { jobs } from '@documenso/lib/jobs/client';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus, EnvelopeType, WebhookTriggerEvents } from '@prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { mapEnvelopeToWebhookDocumentPayload, ZWebhookDocumentSchema } from '../../types/webhook-payload';
+import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
+import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import type { EnvelopeIdOptions } from '../../utils/envelope';
+import { mapSecondaryIdToDocumentId, unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isMemberManagerOrAbove } from '../../utils/teams';
+import { getMemberRoles } from '../team/get-member-roles';
+import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
+
+export type CancelDocumentOptions = {
+  id: EnvelopeIdOptions;
+  userId: number;
+  teamId: number;
+  reason?: string;
+  requestMetadata: ApiRequestMetadata;
+};
+
+export const cancelDocument = async ({ id, userId, teamId, reason, requestMetadata }: CancelDocumentOptions) => {
+  // Note: This is an unsafe request, we validate the ownership/permission later in the function.
+  const envelope = await prisma.envelope.findUnique({
+    where: unsafeBuildEnvelopeIdQuery(id, EnvelopeType.DOCUMENT),
+    include: {
+      recipients: true,
+      documentMeta: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Document not found',
+    });
+  }
+
+  const isUserOwner = envelope.userId === userId;
+
+  const teamRole = await getMemberRoles({
+    teamId: envelope.teamId,
+    reference: {
+      type: 'User',
+      id: userId,
+    },
+  })
+    .then((roles) => roles.teamRole)
+    .catch(() => null);
+
+  const isUserTeamMember = teamRole !== null;
+
+  // Callers with no relationship to the document must not be able to determine
+  // whether it exists, so respond as if it was not found.
+  if (!isUserOwner && !isUserTeamMember) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Document not found',
+    });
+  }
+
+  const isPrivilegedTeamMember = teamRole && isMemberManagerOrAbove(teamRole);
+
+  // The document is visible to the caller, but cancelling requires elevated permissions.
+  if (!isUserOwner && !isPrivilegedTeamMember) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'Not allowed',
+    });
+  }
+
+  if (envelope.status !== DocumentStatus.PENDING) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Only pending documents can be cancelled',
+    });
+  }
+
+  const updatedEnvelope = await prisma.$transaction(async (tx) => {
+    const updated = await tx.envelope.update({
+      where: {
+        id: envelope.id,
+      },
+      data: {
+        status: DocumentStatus.CANCELLED,
+        completedAt: new Date(),
+      },
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        envelopeId: envelope.id,
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CANCELLED,
+        metadata: requestMetadata,
+        data: {
+          reason,
+        },
+      }),
+    });
+
+    return updated;
+  });
+
+  const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
+
+  // Send cancellation emails to recipients via the resilient background job.
+  await jobs.triggerJob({
+    name: 'send.document.cancelled.emails',
+    payload: {
+      documentId: legacyDocumentId,
+      cancellationReason: reason,
+      requestMetadata: requestMetadata.requestMetadata,
+    },
+  });
+
+  // Trigger the webhook with the updated (cancelled) envelope payload.
+  await triggerWebhook({
+    event: WebhookTriggerEvents.DOCUMENT_CANCELLED,
+    data: ZWebhookDocumentSchema.parse(
+      mapEnvelopeToWebhookDocumentPayload({
+        ...envelope,
+        status: updatedEnvelope.status,
+        completedAt: updatedEnvelope.completedAt,
+      }),
+    ),
+    userId,
+    teamId,
+  });
+
+  return updatedEnvelope;
+};

packages/lib/server-only/document/find-documents.ts

@@ -220,7 +220,11 @@ export const findDocuments = async ({
             eb.or([
               eb('Envelope.userId', '=', user.id),
               eb.and([
-                eb('Envelope.status', 'in', [sql.lit(DocumentStatus.COMPLETED), sql.lit(DocumentStatus.PENDING)]),
+                eb('Envelope.status', 'in', [
+                  sql.lit(DocumentStatus.COMPLETED),
+                  sql.lit(DocumentStatus.PENDING),
+                  sql.lit(DocumentStatus.CANCELLED),
+                ]),
                 recipientExists(eb, user.email),
               ]),
             ]),
@@ -291,6 +295,16 @@ export const findDocuments = async ({
             ]),
           ),
       )
+      .with(ExtendedDocumentStatus.CANCELLED, () =>
+        qb
+          .where('Envelope.status', '=', sql.lit(ExtendedDocumentStatus.CANCELLED))
+          .where((eb) =>
+            eb.and([
+              personalDeletedFilter(eb),
+              eb.or([eb('Envelope.userId', '=', user.id), recipientExists(eb, user.email)]),
+            ]),
+          ),
+      )
       .exhaustive();
   };
 
@@ -429,6 +443,18 @@ export const findDocuments = async ({
           return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
         }),
       )
+      .with(ExtendedDocumentStatus.CANCELLED, () =>
+        qb.where('Envelope.status', '=', sql.lit(ExtendedDocumentStatus.CANCELLED)).where((eb) => {
+          const accessBranches = [eb('Envelope.teamId', '=', teamData.id)];
+
+          if (teamEmail) {
+            accessBranches.push(senderEmailIs(eb, teamEmail));
+            accessBranches.push(recipientExists(eb, teamEmail));
+          }
+
+          return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
+        }),
+      )
       .exhaustive();
   };
 

packages/lib/server-only/document/get-stats.ts

@@ -239,6 +239,20 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
       return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
     });
 
+  // CANCELLED: team-owned cancelled + team-email received cancelled docs
+  const cancelledQuery = buildBaseQuery()
+    .where('Envelope.status', '=', sql.lit(DocumentStatus.CANCELLED))
+    .where((eb) => {
+      const accessBranches = [eb('Envelope.teamId', '=', team.id)];
+
+      if (teamEmail) {
+        accessBranches.push(senderEmailIs(eb, teamEmail));
+        accessBranches.push(recipientExists(eb, teamEmail));
+      }
+
+      return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
+    });
+
   // INBOX: non-draft docs where team email is a NOT_SIGNED, non-CC recipient
   // Returns 0 if the team has no team email.
   const inboxQuery = teamEmail
@@ -260,21 +274,23 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
 
   // ─── Execute all counts in parallel ──────────────────────────────────
 
-  const [draft, pending, completed, rejected, inbox] = await Promise.all([
+  const [draft, pending, completed, rejected, cancelled, inbox] = await Promise.all([
     cappedCount(draftQuery),
     cappedCount(pendingQuery),
     cappedCount(completedQuery),
     cappedCount(rejectedQuery),
+    cappedCount(cancelledQuery),
     inboxQuery ? cappedCount(inboxQuery) : Promise.resolve(0),
   ]);
 
-  const all = Math.min(draft + pending + completed + rejected + inbox, STATS_COUNT_CAP);
+  const all = Math.min(draft + pending + completed + rejected + cancelled + inbox, STATS_COUNT_CAP);
 
   const stats: Record<ExtendedDocumentStatus, number> = {
     [ExtendedDocumentStatus.DRAFT]: draft,
     [ExtendedDocumentStatus.PENDING]: pending,
     [ExtendedDocumentStatus.COMPLETED]: completed,
     [ExtendedDocumentStatus.REJECTED]: rejected,
+    [ExtendedDocumentStatus.CANCELLED]: cancelled,
     [ExtendedDocumentStatus.INBOX]: inbox,
     [ExtendedDocumentStatus.ALL]: all,
   };

packages/lib/server-only/envelope/assert-envelope-mutable.ts

@@ -34,8 +34,9 @@ type EnvelopeIdRef = Pick<Envelope, 'id'>;
  * Throws:
  * - `ENVELOPE_TSP_LOCKED` when the envelope is PENDING (the case unique to
  *   the TSP lock — SES routes happily allow PENDING).
- * - `ENVELOPE_COMPLETED` / `ENVELOPE_REJECTED` for those terminal states, to
- *   stay consistent with the existing envelope-state error vocabulary.
+ * - `ENVELOPE_COMPLETED` / `ENVELOPE_REJECTED` / `ENVELOPE_CANCELLED` for those
+ *   terminal states, to stay consistent with the existing envelope-state error
+ *   vocabulary.
  */
 export function assertEnvelopeMutable(envelope: EnvelopeMutableSnapshot): Promise<void>;
 export function assertEnvelopeMutable(envelope: EnvelopeIdRef, tx: Prisma.TransactionClient): Promise<void>;
@@ -73,6 +74,7 @@ const assertSnapshotMutable = (envelope: EnvelopeMutableSnapshot): void => {
     .with(DocumentStatus.PENDING, () => AppErrorCode.ENVELOPE_TSP_LOCKED)
     .with(DocumentStatus.COMPLETED, () => AppErrorCode.ENVELOPE_COMPLETED)
     .with(DocumentStatus.REJECTED, () => AppErrorCode.ENVELOPE_REJECTED)
+    .with(DocumentStatus.CANCELLED, () => AppErrorCode.ENVELOPE_CANCELLED)
     .otherwise(() => AppErrorCode.INVALID_REQUEST);
 
   throw new AppError(errorCode, {

packages/lib/server-only/webhooks/trigger/generate-sample-data.ts

@@ -17,6 +17,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
   const now = new Date();
   const basePayload = {
     id: 10,
+    envelopeId: 'env_123',
     externalId: null,
     userId: 1,
     authOptions: null,
@@ -52,6 +53,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
     recipients: [
       {
         id: 52,
+        envelopeId: 'env_123',
         documentId: 10,
         templateId: null,
         email: 'signer@documenso.com',
@@ -73,6 +75,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
     Recipient: [
       {
         id: 52,
+        envelopeId: 'env_123',
         documentId: 10,
         templateId: null,
         email: 'signer@documenso.com',
@@ -269,6 +272,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
         recipients: [
           {
             id: 50,
+            envelopeId: 'env_123',
             documentId: 10,
             templateId: null,
             email: 'signer2@documenso.com',
@@ -291,6 +295,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
           },
           {
             id: 51,
+            envelopeId: 'env_123',
             documentId: 10,
             templateId: null,
             email: 'signer1@documenso.com',
@@ -315,6 +320,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
         Recipient: [
           {
             id: 50,
+            envelopeId: 'env_123',
             documentId: 10,
             templateId: null,
             email: 'signer2@documenso.com',
@@ -337,6 +343,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
           },
           {
             id: 51,
+            envelopeId: 'env_123',
             documentId: 10,
             templateId: null,
             email: 'signer1@documenso.com',
@@ -444,6 +451,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
         recipients: [
           {
             id: 7,
+            envelopeId: 'env_123',
             documentId: 7,
             templateId: null,
             email: 'signer1@documenso.com',
@@ -468,6 +476,7 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
         Recipient: [
           {
             id: 7,
+            envelopeId: 'env_123',
             documentId: 7,
             templateId: null,
             email: 'signer@documenso.com',

packages/lib/types/document-audit-logs.ts

@@ -31,6 +31,7 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'DOCUMENT_COMPLETED', // When the document is sealed and fully completed.
   'DOCUMENT_CREATED', // When the document is created.
   'DOCUMENT_DELETED', // When the document is soft deleted.
+  'DOCUMENT_CANCELLED', // When a privileged member cancels the document.
   'DOCUMENT_FIELDS_AUTO_INSERTED', // When a field is auto inserted during send due to default values (radio/dropdown/checkbox).
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
@@ -296,6 +297,16 @@ export const ZDocumentAuditLogEventDocumentDeletedSchema = z.object({
   }),
 });
 
+/**
+ * Event: Document cancelled.
+ */
+export const ZDocumentAuditLogEventDocumentCancelledSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CANCELLED),
+  data: z.object({
+    reason: z.string().optional(),
+  }),
+});
+
 /**
  * Event: Document field inserted.
  */
@@ -815,6 +826,7 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
     ZDocumentAuditLogEventDocumentCompletedSchema,
     ZDocumentAuditLogEventDocumentCreatedSchema,
     ZDocumentAuditLogEventDocumentDeletedSchema,
+    ZDocumentAuditLogEventDocumentCancelledSchema,
     ZDocumentAuditLogEventDocumentMovedToTeamSchema,
     ZDocumentAuditLogEventDocumentDelegatedOwnerCreatedSchema,
     ZDocumentAuditLogEventDocumentFieldsAutoInsertedSchema,

packages/lib/types/webhook-payload.ts

@@ -21,6 +21,7 @@ import { mapSecondaryIdToDocumentId, mapSecondaryIdToTemplateId } from '../utils
  */
 export const ZWebhookRecipientSchema = z.object({
   id: z.number(),
+  envelopeId: z.string(),
   documentId: z.number().nullable(),
   templateId: z.number().nullable(),
   email: z.string(),
@@ -64,6 +65,7 @@ export const ZWebhookDocumentMetaSchema = z.object({
  */
 export const ZWebhookDocumentSchema = z.object({
   id: z.number(),
+  envelopeId: z.string(),
   externalId: z.string().nullable(),
   userId: z.number(),
   authOptions: z.any().nullable(),
@@ -117,6 +119,7 @@ export const mapEnvelopeToWebhookDocumentPayload = (
 
   const mappedRecipients = rawRecipients.map((recipient) => ({
     id: recipient.id,
+    envelopeId: envelope.id,
     documentId: envelope.type === EnvelopeType.DOCUMENT ? legacyId : null,
     templateId: envelope.type === EnvelopeType.TEMPLATE ? legacyId : null,
     email: recipient.email,
@@ -137,6 +140,7 @@ export const mapEnvelopeToWebhookDocumentPayload = (
 
   return {
     id: legacyId,
+    envelopeId: envelope.id,
     externalId: envelope.externalId,
     userId: envelope.userId,
     authOptions: envelope.authOptions,

packages/lib/universal/upload/put-file.ts

@@ -13,7 +13,27 @@ type File = {
   arrayBuffer: () => Promise<ArrayBuffer>;
 };
 
-export const putPdfFile = async (file: File) => {
+/**
+ * Options for uploads that are not authorized by a logged-in session.
+ *
+ * Embedded authoring flows run cross-origin without a session cookie, so they
+ * must authorize uploads with their embedding presign token instead.
+ */
+export type PutFileOptions = {
+  presignToken?: string;
+};
+
+const buildUploadAuthHeaders = (options?: PutFileOptions): Record<string, string> => {
+  if (!options?.presignToken) {
+    return {};
+  }
+
+  return {
+    Authorization: `Bearer ${options.presignToken}`,
+  };
+};
+
+export const putPdfFile = async (file: File, options?: PutFileOptions) => {
   const formData = new FormData();
 
   // Create a proper File object from the data
@@ -25,6 +45,7 @@ export const putPdfFile = async (file: File) => {
 
   const response = await fetch('/api/files/upload-pdf', {
     method: 'POST',
+    headers: buildUploadAuthHeaders(options),
     body: formData,
   });
 
@@ -41,12 +62,12 @@ export const putPdfFile = async (file: File) => {
 /**
  * Uploads a file to the appropriate storage location.
  */
-export const putFile = async (file: File) => {
+export const putFile = async (file: File, options?: PutFileOptions) => {
   const NEXT_PUBLIC_UPLOAD_TRANSPORT = env('NEXT_PUBLIC_UPLOAD_TRANSPORT');
 
   return await match(NEXT_PUBLIC_UPLOAD_TRANSPORT)
-    .with('s3', async () => putFileInObjectStorage(file, {}))
-    .with('azure-blob', async () => putFileInObjectStorage(file, { 'x-ms-blob-type': 'BlockBlob' }))
+    .with('s3', async () => putFileInObjectStorage(file, {}, options))
+    .with('azure-blob', async () => putFileInObjectStorage(file, { 'x-ms-blob-type': 'BlockBlob' }, options))
     .otherwise(async () => putFileInDatabase(file));
 };
 
@@ -63,11 +84,12 @@ const putFileInDatabase = async (file: File) => {
   };
 };
 
-const putFileInObjectStorage = async (file: File, extraHeaders: Record<string, string>) => {
+const putFileInObjectStorage = async (file: File, extraHeaders: Record<string, string>, options?: PutFileOptions) => {
   const getPresignedUrlResponse = await fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/api/files/presigned-post-url`, {
     method: 'POST',
     headers: {
       'Content-Type': 'application/json',
+      ...buildUploadAuthHeaders(options),
     },
     body: JSON.stringify({
       fileName: file.name,

packages/lib/utils/document-audit-logs.ts

@@ -355,6 +355,14 @@ export const formatDocumentAuditLogAction = (i18n: I18n, auditLog: TDocumentAudi
       you: msg`You deleted the document`,
       user: msg`${user} deleted the document`,
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CANCELLED }, () => ({
+      anonymous: msg({
+        message: `Document cancelled`,
+        context: `Audit log format`,
+      }),
+      you: msg`You cancelled the document`,
+      user: msg`${user} cancelled the document`,
+    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELDS_AUTO_INSERTED }, () => ({
       anonymous: msg({
         message: `System auto inserted fields`,

packages/lib/utils/document.ts

@@ -12,7 +12,9 @@ import { mapRecipientToLegacyRecipient } from './recipients';
 export const isDocumentCompleted = (document: Pick<Envelope, 'status'> | DocumentStatus) => {
   const status = typeof document === 'string' ? document : document.status;
 
-  return status === DocumentStatus.COMPLETED || status === DocumentStatus.REJECTED;
+  return (
+    status === DocumentStatus.COMPLETED || status === DocumentStatus.REJECTED || status === DocumentStatus.CANCELLED
+  );
 };
 
 /**

packages/lib/utils/envelope.ts

@@ -242,12 +242,13 @@ export const getEnvelopeItemPermissions = (
   envelope: Pick<Envelope, 'completedAt' | 'deletedAt' | 'type' | 'status'>,
   recipients: Pick<Recipient, 'role' | 'signingStatus' | 'sendStatus'>[],
 ): EnvelopeItemPermissions => {
-  // Always reject completed/rejected/deleted envelopes.
+  // Always reject completed/rejected/cancelled/deleted envelopes.
   if (
     envelope.completedAt ||
     envelope.deletedAt ||
     envelope.status === DocumentStatus.REJECTED ||
-    envelope.status === DocumentStatus.COMPLETED
+    envelope.status === DocumentStatus.COMPLETED ||
+    envelope.status === DocumentStatus.CANCELLED
   ) {
     return {
       canTitleBeChanged: false,

packages/lib/utils/teams.ts

@@ -1,4 +1,4 @@
-import type { TeamGroup, TeamMemberRole } from '@documenso/prisma/generated/types';
+import { type TeamGroup, TeamMemberRole } from '@documenso/prisma/generated/types';
 import type { DocumentVisibility, OrganisationGlobalSettings, Prisma, TeamGlobalSettings } from '@prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
@@ -235,3 +235,11 @@ export const extractDerivedTeamSettings = (
 
   return derivedSettings;
 };
+
+export const isMemberManagerOrAbove = (role: TeamMemberRole) => {
+  return role === TeamMemberRole.ADMIN || role === TeamMemberRole.MANAGER;
+};
+
+export const isMemberAdmin = (role: TeamMemberRole) => {
+  return role === TeamMemberRole.ADMIN;
+};

packages/prisma/migrations/20260616120000_add_cancelled_document_status/migration.sql

@@ -0,0 +1 @@
+ALTER TYPE "DocumentStatus" ADD VALUE 'CANCELLED';

packages/prisma/schema.prisma

@@ -382,6 +382,7 @@ enum DocumentStatus {
   PENDING
   COMPLETED
   REJECTED
+  CANCELLED
 }
 
 enum DocumentSource {

packages/prisma/seed/documents.ts

@@ -722,6 +722,91 @@ export const seedCompletedDocument = async (
   return document;
 };
 
+export const seedCancelledDocument = async (
+  sender: User,
+  teamId: number,
+  recipients: (User | string)[],
+  options: CreateDocumentOptions = {},
+) => {
+  const { key, createDocumentOptions = {}, internalVersion = 1 } = options;
+
+  const documentData = await prisma.documentData.create({
+    data: {
+      type: DocumentDataType.BYTES_64,
+      data: examplePdf,
+      initialData: examplePdf,
+    },
+  });
+
+  const documentMeta = await prisma.documentMeta.create({
+    data: {},
+  });
+
+  const documentId = await incrementDocumentId();
+
+  const document = await prisma.envelope.create({
+    data: {
+      id: prefixedId('envelope'),
+      secondaryId: documentId.formattedDocumentId,
+      internalVersion,
+      signatureLevel: SignatureLevel.SES,
+      type: EnvelopeType.DOCUMENT,
+      documentMetaId: documentMeta.id,
+      source: DocumentSource.DOCUMENT,
+      teamId,
+      title: `[TEST] Document ${key} - Cancelled`,
+      status: DocumentStatus.CANCELLED,
+      completedAt: new Date(),
+      envelopeItems: {
+        create: {
+          id: prefixedId('envelope_item'),
+          title: `[TEST] Document ${key} - Cancelled`,
+          documentDataId: documentData.id,
+          order: 1,
+        },
+      },
+      userId: sender.id,
+      ...createDocumentOptions,
+    },
+    include: {
+      envelopeItems: true,
+    },
+  });
+
+  for (const recipient of recipients) {
+    const email = typeof recipient === 'string' ? recipient : recipient.email;
+    const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
+
+    await prisma.recipient.create({
+      data: {
+        email,
+        name,
+        token: nanoid(),
+        readStatus: ReadStatus.OPENED,
+        sendStatus: SendStatus.SENT,
+        signingStatus: SigningStatus.NOT_SIGNED,
+        envelopeId: document.id,
+        fields: {
+          create: {
+            page: 1,
+            type: FieldType.NAME,
+            inserted: false,
+            customText: name,
+            positionX: new Prisma.Decimal(1),
+            positionY: new Prisma.Decimal(1),
+            width: new Prisma.Decimal(1),
+            height: new Prisma.Decimal(1),
+            envelopeId: document.id,
+            envelopeItemId: document.envelopeItems[0].id,
+          },
+        },
+      },
+    });
+  }
+
+  return document;
+};
+
 /**
  * Create 5 team documents:
  * - Completed document with 2 recipients.

packages/trpc/server/document-router/download-document-beta.ts

@@ -3,7 +3,7 @@ import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelop
 import { getPresignGetUrl } from '@documenso/lib/universal/upload/server-actions';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import type { DocumentData } from '@prisma/client';
-import { DocumentDataType, EnvelopeType } from '@prisma/client';
+import { DocumentDataType, DocumentStatus, EnvelopeType } from '@prisma/client';
 
 import { authenticatedProcedure } from '../trpc';
 import {
@@ -58,7 +58,12 @@ export const downloadDocumentBetaRoute = authenticatedProcedure
       });
     }
 
-    if (version === 'signed' && !isDocumentCompleted(envelope.status)) {
+    // A cancelled document was never sealed, so its data is the unsigned original.
+    // Treat it as not-completed here so a "signed" version is never served for it.
+    // REJECTED and COMPLETED keep their prior behavior.
+    const hasSignedArtifact = isDocumentCompleted(envelope.status) && envelope.status !== DocumentStatus.CANCELLED;
+
+    if (version === 'signed' && !hasSignedArtifact) {
       throw new AppError(AppErrorCode.INVALID_REQUEST, {
         message: 'Document is not completed yet.',
       });

packages/trpc/server/document-router/download-document-certificate.ts

@@ -4,7 +4,7 @@ import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-e
 import { generateCertificatePdf } from '@documenso/lib/server-only/pdf/generate-certificate-pdf';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { prisma } from '@documenso/prisma';
-import { EnvelopeType } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
 
 import { authenticatedProcedure } from '../trpc';
 import {
@@ -60,7 +60,9 @@ export const downloadDocumentCertificateRoute = authenticatedProcedure
       });
     }
 
-    if (!isDocumentCompleted(envelope.status)) {
+    // A cancelled document was never sealed/completed, so a signing certificate
+    // must not be generated for it. REJECTED and COMPLETED keep their prior behavior.
+    if (!isDocumentCompleted(envelope.status) || envelope.status === DocumentStatus.CANCELLED) {
       throw new AppError('DOCUMENT_NOT_COMPLETE');
     }
 

packages/trpc/server/document-router/find-documents-internal.types.ts

@@ -19,6 +19,7 @@ export const ZFindDocumentsInternalResponseSchema = ZFindResultResponse.extend({
     [ExtendedDocumentStatus.PENDING]: z.number(),
     [ExtendedDocumentStatus.COMPLETED]: z.number(),
     [ExtendedDocumentStatus.REJECTED]: z.number(),
+    [ExtendedDocumentStatus.CANCELLED]: z.number(),
     [ExtendedDocumentStatus.INBOX]: z.number(),
     [ExtendedDocumentStatus.ALL]: z.number(),
   }),

packages/trpc/server/envelope-router/bulk-cancel-envelopes.ts

@@ -0,0 +1,95 @@
+import { cancelDocument } from '@documenso/lib/server-only/document/cancel-document';
+import { getMultipleEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelopes-by-ids';
+import { prisma } from '@documenso/prisma';
+import { EnvelopeType } from '@prisma/client';
+import pMap from 'p-map';
+
+import { authenticatedProcedure } from '../trpc';
+import { ZBulkCancelEnvelopesRequestSchema, ZBulkCancelEnvelopesResponseSchema } from './bulk-cancel-envelopes.types';
+
+export const bulkCancelEnvelopesRoute = authenticatedProcedure
+  .input(ZBulkCancelEnvelopesRequestSchema)
+  .output(ZBulkCancelEnvelopesResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { teamId, user } = ctx;
+    const { envelopeIds, reason } = input;
+
+    ctx.logger.info({
+      input: {
+        envelopeIds,
+      },
+    });
+
+    // Cancelling only applies to documents. Templates are filtered out here so
+    // selecting a template never counts towards a cancellation.
+    const { envelopeWhereInput } = await getMultipleEnvelopeWhereInput({
+      ids: {
+        type: 'envelopeId',
+        ids: envelopeIds,
+      },
+      userId: user.id,
+      teamId,
+      type: EnvelopeType.DOCUMENT,
+    });
+
+    const envelopes = await prisma.envelope.findMany({
+      where: envelopeWhereInput,
+      select: {
+        id: true,
+      },
+    });
+
+    const results = await pMap(
+      envelopes,
+      async (envelope) => {
+        const { id: envelopeId } = envelope;
+
+        try {
+          await cancelDocument({
+            id: {
+              type: 'envelopeId',
+              id: envelopeId,
+            },
+            userId: user.id,
+            teamId,
+            reason,
+            requestMetadata: ctx.metadata,
+          });
+
+          return {
+            success: true,
+            envelopeId,
+          };
+        } catch (err) {
+          ctx.logger.warn(
+            {
+              envelopeId,
+              error: err,
+            },
+            'Failed to cancel envelope during bulk cancel',
+          );
+
+          return {
+            success: false,
+            envelopeId,
+          };
+        }
+      },
+      {
+        concurrency: 10,
+        stopOnError: false,
+      },
+    );
+
+    const cancelledCount = results.filter((r) => r.success).length;
+    const failedIds = results.filter((r) => !r.success).map((r) => r.envelopeId);
+
+    // Include envelope IDs that were not attempted (unauthorized/not found/not a document).
+    const attemptedIds = new Set(envelopes.map((e) => e.id));
+    const unattemptedIds = envelopeIds.filter((id) => !attemptedIds.has(id));
+
+    return {
+      cancelledCount,
+      failedIds: [...failedIds, ...unattemptedIds],
+    };
+  });

packages/trpc/server/envelope-router/bulk-cancel-envelopes.types.ts

@@ -0,0 +1,21 @@
+import { z } from 'zod';
+
+// Keeping this as a private API for a little while until we're sure it's stable
+// and the request/response schemas are finalized.
+
+export const ZBulkCancelEnvelopesRequestSchema = z.object({
+  envelopeIds: z
+    .array(z.string())
+    .min(1)
+    .max(100)
+    .describe('The IDs of the envelopes to cancel. The maximum number of envelopes you can cancel at once is 100.'),
+  reason: z.string().optional(),
+});
+
+export const ZBulkCancelEnvelopesResponseSchema = z.object({
+  cancelledCount: z.number(),
+  failedIds: z.array(z.string()),
+});
+
+export type TBulkCancelEnvelopesRequest = z.infer<typeof ZBulkCancelEnvelopesRequestSchema>;
+export type TBulkCancelEnvelopesResponse = z.infer<typeof ZBulkCancelEnvelopesResponseSchema>;

packages/trpc/server/envelope-router/cancel-envelope.ts

@@ -0,0 +1,37 @@
+import { cancelDocument } from '@documenso/lib/server-only/document/cancel-document';
+
+import { ZGenericSuccessResponse } from '../schema';
+import { authenticatedProcedure } from '../trpc';
+import {
+  cancelEnvelopeMeta,
+  ZCancelEnvelopeRequestSchema,
+  ZCancelEnvelopeResponseSchema,
+} from './cancel-envelope.types';
+
+export const cancelEnvelopeRoute = authenticatedProcedure
+  .meta(cancelEnvelopeMeta)
+  .input(ZCancelEnvelopeRequestSchema)
+  .output(ZCancelEnvelopeResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { teamId } = ctx;
+    const { envelopeId, reason } = input;
+
+    ctx.logger.info({
+      input: {
+        envelopeId,
+      },
+    });
+
+    await cancelDocument({
+      id: {
+        type: 'envelopeId',
+        id: envelopeId,
+      },
+      userId: ctx.user.id,
+      teamId,
+      reason,
+      requestMetadata: ctx.metadata,
+    });
+
+    return ZGenericSuccessResponse;
+  });

packages/trpc/server/envelope-router/cancel-envelope.types.ts

@@ -0,0 +1,23 @@
+import { z } from 'zod';
+
+import { ZSuccessResponseSchema } from '../schema';
+import type { TrpcRouteMeta } from '../trpc';
+
+export const cancelEnvelopeMeta: TrpcRouteMeta = {
+  openapi: {
+    method: 'POST',
+    path: '/envelope/cancel',
+    summary: 'Cancel envelope',
+    tags: ['Envelope'],
+  },
+};
+
+export const ZCancelEnvelopeRequestSchema = z.object({
+  envelopeId: z.string(),
+  reason: z.string().optional(),
+});
+
+export const ZCancelEnvelopeResponseSchema = ZSuccessResponseSchema;
+
+export type TCancelEnvelopeRequest = z.infer<typeof ZCancelEnvelopeRequestSchema>;
+export type TCancelEnvelopeResponse = z.infer<typeof ZCancelEnvelopeResponseSchema>;

packages/trpc/server/envelope-router/router.ts

@@ -3,8 +3,10 @@ import { createAttachmentRoute } from './attachment/create-attachment';
 import { deleteAttachmentRoute } from './attachment/delete-attachment';
 import { findAttachmentsRoute } from './attachment/find-attachments';
 import { updateAttachmentRoute } from './attachment/update-attachment';
+import { bulkCancelEnvelopesRoute } from './bulk-cancel-envelopes';
 import { bulkDeleteEnvelopesRoute } from './bulk-delete-envelopes';
 import { bulkMoveEnvelopesRoute } from './bulk-move-envelopes';
+import { cancelEnvelopeRoute } from './cancel-envelope';
 import { createEnvelopeRoute } from './create-envelope';
 import { createEnvelopeItemsRoute } from './create-envelope-items';
 import { deleteEnvelopeRoute } from './delete-envelope';
@@ -85,6 +87,7 @@ export const envelopeRouter = router({
   bulk: {
     move: bulkMoveEnvelopesRoute,
     delete: bulkDeleteEnvelopesRoute,
+    cancel: bulkCancelEnvelopesRoute,
   },
   editor: {
     get: getEditorEnvelopeRoute,
@@ -95,6 +98,7 @@ export const envelopeRouter = router({
   use: useEnvelopeRoute,
   update: updateEnvelopeRoute,
   delete: deleteEnvelopeRoute,
+  cancel: cancelEnvelopeRoute,
   duplicate: duplicateEnvelopeRoute,
   saveAsTemplate: saveAsTemplateRoute,
   distribute: distributeEnvelopeRoute,

packages/ui/primitives/document-flow/add-subject.tsx

@@ -102,12 +102,14 @@ export const AddSubjectFormPartial = ({
         : msg`Send`,
       [DocumentStatus.COMPLETED]: msg`Update`,
       [DocumentStatus.REJECTED]: msg`Update`,
+      [DocumentStatus.CANCELLED]: msg`Update`,
     },
     [DocumentDistributionMethod.NONE]: {
       [DocumentStatus.DRAFT]: msg`Generate Links`,
       [DocumentStatus.PENDING]: msg`View Document`,
       [DocumentStatus.COMPLETED]: msg`View Document`,
       [DocumentStatus.REJECTED]: msg`View Document`,
+      [DocumentStatus.CANCELLED]: msg`View Document`,
     },
   };