mirror of
https://github.com/documenso/documenso.git
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Merge branch 'main' into feat/template-document-name-options
This commit is contained in:
Catalin Pit
GitHub
@@ -6,6 +6,8 @@ description: Create, manage, and send documents for signing via the API.
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
|
||||
@@ -5,6 +5,8 @@ description: Complete reference for the Documenso REST API.
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
The guides below cover common API patterns but may not reflect the latest endpoints or parameters.
|
||||
For an always up-to-date reference, see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
|
||||
@@ -8,6 +8,7 @@
|
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"teams",
|
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"rate-limits",
|
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"versioning",
|
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"migrate-to-envelopes",
|
||||
"developer-mode",
|
||||
"common-errors"
|
||||
]
|
||||
|
||||
@@ -0,0 +1,249 @@
|
||||
---
|
||||
title: Migrating to Envelopes
|
||||
description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
|
||||
---
|
||||
|
||||
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
## Summary
|
||||
|
||||
The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
|
||||
|
||||
- <strong>API V1</strong>
|
||||
- <strong>A subset of SDK/API V2 endpoints</strong>
|
||||
- <strong>Legacy documents and templates</strong>
|
||||
- <strong>EmbedCreateDocumentV1</strong>
|
||||
- <strong>EmbedCreateTemplateV1</strong>
|
||||
- <strong>EmbedUpdateDocumentV1</strong>
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- <strong>EmbedUpdateTemplateV1</strong>
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||||
|
||||
The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
|
||||
|
||||
Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
|
||||
|
||||
## What are legacy documents and templates
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||||
|
||||
These are documents and templates created by the following endpoints:
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||||
|
||||
- `POST /api/v2/document/create`
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||||
- `POST /api/v2/document/create/beta`
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||||
- `POST /api/v2/template/create`
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||||
- `POST /api/v2/template/create/beta`
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- `POST /api/v1/documents`
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||||
- `POST /api/v1/templates`
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- `POST /api/v1/templates/create-document`
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||||
- `POST /api/v1/templates/generate-document`
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||||
|
||||
## What replaces legacy documents and templates
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||||
|
||||
At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
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||||
|
||||
We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
|
||||
|
||||
Moving to the envelope system gives you:
|
||||
|
||||
- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
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||||
- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
|
||||
- **A better editor and signing experience** for you and your recipients.
|
||||
|
||||
## How to migrate
|
||||
|
||||
{/* prettier-ignore */}
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||||
<Steps>
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||||
<Step>
|
||||
### Switch to the envelope endpoints
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||||
|
||||
Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
|
||||
</Step>
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||||
<Step>
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||||
### Set the envelope `type` on create
|
||||
|
||||
A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
|
||||
</Step>
|
||||
<Step>
|
||||
### Update how you store IDs
|
||||
|
||||
Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
|
||||
</Step>
|
||||
<Step>
|
||||
### Test, then remove the old calls
|
||||
|
||||
Verify the new flow against your account, then delete the deprecated calls.
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
The main data differences are as follows:
|
||||
- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
|
||||
- pageNumber becomes page
|
||||
- pageX becomes positionX
|
||||
- pageY becomes positionY
|
||||
|
||||
See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
|
||||
|
||||
### Deprecated V1 API Endpoints
|
||||
|
||||
Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| -------------------------------------------------------- | ----------------------------------------------------- |
|
||||
| `GET /api/v1/documents` | `GET /api/v2/envelope` |
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||||
| `GET /api/v1/documents/{id}` | `GET /api/v2/envelope/{envelopeId}` |
|
||||
| `POST /api/v1/documents` | `POST /api/v2/envelope/create` |
|
||||
| `POST /api/v1/documents/{id}/send` | `POST /api/v2/envelope/distribute` |
|
||||
| `POST /api/v1/documents/{id}/resend` | `POST /api/v2/envelope/redistribute` |
|
||||
| `DELETE /api/v1/documents/{id}` | `POST /api/v2/envelope/delete` |
|
||||
| `GET /api/v1/documents/{id}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
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||||
| `POST /api/v1/documents/{id}/recipients` | `POST /api/v2/envelope/recipient/create-many` |
|
||||
| `PATCH /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/update-many` |
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||||
| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete` |
|
||||
| `POST /api/v1/documents/{id}/fields` | `POST /api/v2/envelope/field/create-many` |
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||||
| `PATCH /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/update-many` |
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||||
| `DELETE /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/delete` |
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||||
| `GET /api/v1/templates` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
|
||||
| `GET /api/v1/templates/{id}` | `GET /api/v2/envelope/{envelopeId}` |
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||||
| `POST /api/v1/templates` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
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||||
| `DELETE /api/v1/templates/{id}` | `POST /api/v2/envelope/delete` |
|
||||
| `POST /api/v1/templates/{templateId}/create-document` | `POST /api/v2/envelope/use` |
|
||||
| `POST /api/v1/templates/{templateId}/generate-document` | `POST /api/v2/envelope/use` |
|
||||
|
||||
### Deprecated V2 API Endpoints
|
||||
|
||||
Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
|
||||
|
||||
#### Documents
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ------------------------------------------------- | ----------------------------------------------------- |
|
||||
| `GET /api/v2/document` | `GET /api/v2/envelope` |
|
||||
| `GET /api/v2/document/{documentId}` | `GET /api/v2/envelope/{envelopeId}` |
|
||||
| `POST /api/v2/document/get-many` | `POST /api/v2/envelope/get-many` |
|
||||
| `POST /api/v2/document/create` | `POST /api/v2/envelope/create` |
|
||||
| `POST /api/v2/document/create/beta` | `POST /api/v2/envelope/create` |
|
||||
| `POST /api/v2/document/update` | `POST /api/v2/envelope/update` |
|
||||
| `POST /api/v2/document/delete` | `POST /api/v2/envelope/delete` |
|
||||
| `POST /api/v2/document/duplicate` | `POST /api/v2/envelope/duplicate` |
|
||||
| `POST /api/v2/document/distribute` | `POST /api/v2/envelope/distribute` |
|
||||
| `POST /api/v2/document/redistribute` | `POST /api/v2/envelope/redistribute` |
|
||||
| `GET /api/v2/document/attachment` | `GET /api/v2/envelope/attachment` |
|
||||
| `POST /api/v2/document/attachment/create` | `POST /api/v2/envelope/attachment/create` |
|
||||
| `POST /api/v2/document/attachment/update` | `POST /api/v2/envelope/attachment/update` |
|
||||
| `POST /api/v2/document/attachment/delete` | `POST /api/v2/envelope/attachment/delete` |
|
||||
| `GET /api/v2/document/{documentId}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
|
||||
| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
|
||||
|
||||
#### Templates
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ------------------------------------- | ------------------------------------------------ |
|
||||
| `GET /api/v2/template` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
|
||||
| `GET /api/v2/template/{templateId}` | `GET /api/v2/envelope/{envelopeId}` |
|
||||
| `POST /api/v2/template/get-many` | `POST /api/v2/envelope/get-many` |
|
||||
| `POST /api/v2/template/create` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
|
||||
| `POST /api/v2/template/create/beta` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
|
||||
| `POST /api/v2/template/update` | `POST /api/v2/envelope/update` |
|
||||
| `POST /api/v2/template/duplicate` | `POST /api/v2/envelope/duplicate` |
|
||||
| `POST /api/v2/template/delete` | `POST /api/v2/envelope/delete` |
|
||||
| `POST /api/v2/template/use` | `POST /api/v2/envelope/use` |
|
||||
| `POST /api/v2/template/direct/create` | **Pending replacement** |
|
||||
| `POST /api/v2/template/direct/delete` | **Pending replacement** |
|
||||
| `POST /api/v2/template/direct/toggle` | **Pending replacement** |
|
||||
|
||||
#### Document fields
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ----------------------------------------- | ----------------------------------------- |
|
||||
| `GET /api/v2/document/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
|
||||
| `POST /api/v2/document/field/create` | `POST /api/v2/envelope/field/create-many` |
|
||||
| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
|
||||
| `POST /api/v2/document/field/update` | `POST /api/v2/envelope/field/update-many` |
|
||||
| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
|
||||
| `POST /api/v2/document/field/delete` | `POST /api/v2/envelope/field/delete` |
|
||||
|
||||
#### Template fields
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ----------------------------------------- | ----------------------------------------- |
|
||||
| `GET /api/v2/template/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
|
||||
| `POST /api/v2/template/field/create` | `POST /api/v2/envelope/field/create-many` |
|
||||
| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
|
||||
| `POST /api/v2/template/field/update` | `POST /api/v2/envelope/field/update-many` |
|
||||
| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
|
||||
| `POST /api/v2/template/field/delete` | `POST /api/v2/envelope/field/delete` |
|
||||
|
||||
#### Document recipients
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ---------------------------------------------- | ---------------------------------------------- |
|
||||
| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
|
||||
| `POST /api/v2/document/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
|
||||
| `POST /api/v2/document/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
|
||||
| `POST /api/v2/document/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
|
||||
| `POST /api/v2/document/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
|
||||
| `POST /api/v2/document/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
|
||||
|
||||
#### Template recipients
|
||||
|
||||
| Deprecated endpoint | Replacement |
|
||||
| ---------------------------------------------- | ---------------------------------------------- |
|
||||
| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
|
||||
| `POST /api/v2/template/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
|
||||
| `POST /api/v2/template/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
|
||||
| `POST /api/v2/template/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
|
||||
| `POST /api/v2/template/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
|
||||
| `POST /api/v2/template/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
|
||||
|
||||
### Embedding components
|
||||
|
||||
| Deprecated component | Replacement |
|
||||
| ----------------------- | --------------------- |
|
||||
| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
|
||||
| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
|
||||
| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
|
||||
| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
|
||||
|
||||
See the [embedding guide](/docs/developers/embedding) for the envelope components.
|
||||
|
||||
## FAQ
|
||||
|
||||
<Accordions>
|
||||
<Accordion title="What happens on 1 March 2027?">
|
||||
The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
|
||||
Requests to them will fail, so migrate to the envelope API before that date.
|
||||
</Accordion>
|
||||
<Accordion title="Will my existing documents and templates keep working?">
|
||||
Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
|
||||
the deprecated endpoints you call are going away. Your data is not deleted.
|
||||
</Accordion>
|
||||
<Accordion title="Do I need a new API token?">
|
||||
No. Authentication is unchanged. The same API token works for the envelope endpoints under
|
||||
`https://app.documenso.com/api/v2`.
|
||||
</Accordion>
|
||||
<Accordion title="What is the difference between a document and a template now?">
|
||||
Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
|
||||
endpoints, recipients, fields, and attachments.
|
||||
</Accordion>
|
||||
<Accordion title="I use an official SDK, what should I do?">
|
||||
The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
|
||||
The deprecated document and template methods map to the envelope endpoints in the tables above.
|
||||
</Accordion>
|
||||
<Accordion title="I need more time or help migrating">
|
||||
Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
|
||||
help you plan the migration.
|
||||
</Accordion>
|
||||
</Accordions>
|
||||
|
||||
## Getting help
|
||||
|
||||
- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
|
||||
- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
|
||||
- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
|
||||
|
||||
## See also
|
||||
|
||||
- [Documents API](/docs/developers/api/documents): create and manage envelopes
|
||||
- [Templates API](/docs/developers/api/templates): work with templates and direct links
|
||||
- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
|
||||
- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API
|
||||
@@ -11,9 +11,14 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
|
||||
|
||||
## HTTP Rate Limits
|
||||
|
||||
**Limit:** 100 requests per minute per IP address
|
||||
**Limit:** 1000 requests per minute per IP address
|
||||
**Response:** 429 Too Many Requests
|
||||
|
||||
<Callout type="info">
|
||||
This is the global per-IP ceiling. Your organisation may have its own rate limits configured below
|
||||
this value, in which case you can be rate-limited before reaching the global limit.
|
||||
</Callout>
|
||||
|
||||
### Rate Limit Response
|
||||
|
||||
```json
|
||||
|
||||
@@ -6,6 +6,8 @@ description: Create documents from reusable templates via API.
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Callout type="warn">
|
||||
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
||||
see the [OpenAPI Reference](https://openapi.documenso.com).
|
||||
|
||||
@@ -5,6 +5,8 @@ description: Versioning information for the Documenso public API.
|
||||
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
## Overview
|
||||
|
||||
Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
|
||||
@@ -19,7 +21,16 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca
|
||||
|
||||
---
|
||||
|
||||
## Documents, Templates, and Envelopes
|
||||
|
||||
Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
|
||||
|
||||
See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
|
||||
|
||||
---
|
||||
|
||||
## See Also
|
||||
|
||||
- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
|
||||
- [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
|
||||
- [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details
|
||||
|
||||
@@ -8,6 +8,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
## Workflow 1: Send a Document for Signature
|
||||
|
||||
The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
|
||||
@@ -472,7 +474,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
|
||||
<code>distributeDocument: true</code>
|
||||
</Step>
|
||||
<Step>
|
||||
Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
|
||||
Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
@@ -638,8 +640,8 @@ done
|
||||
</Tabs>
|
||||
|
||||
<Callout type="info">
|
||||
The API allows 100 requests per minute. For large batches, implement rate limiting with delays
|
||||
between requests to avoid hitting limits.
|
||||
The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
|
||||
batches, implement rate limiting with delays between requests to avoid hitting limits.
|
||||
</Callout>
|
||||
|
||||
---
|
||||
|
||||
@@ -3,6 +3,8 @@ title: Examples
|
||||
description: Common integration patterns and end-to-end workflows.
|
||||
---
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Cards>
|
||||
<Card
|
||||
title="Common Workflows"
|
||||
|
||||
@@ -7,6 +7,8 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
## Prerequisites
|
||||
|
||||
- A Documenso account (cloud or self-hosted)
|
||||
|
||||
@@ -7,6 +7,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
|
||||
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
||||
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
## Prerequisites
|
||||
|
||||
Before starting, you need:
|
||||
@@ -483,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
|
||||
|
||||
### Handling Rate Limits
|
||||
|
||||
The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
|
||||
The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
|
||||
|
||||
```javascript
|
||||
async function fetchWithRetry(url, options, maxRetries = 3) {
|
||||
|
||||
@@ -3,6 +3,8 @@ title: Getting Started
|
||||
description: Get your API key and make your first API call.
|
||||
---
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
<Cards>
|
||||
<Card
|
||||
title="Authentication"
|
||||
|
||||
@@ -3,6 +3,8 @@ title: Developer Guide
|
||||
description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
|
||||
---
|
||||
|
||||
<EnvelopeWarning />
|
||||
|
||||
## Getting Started
|
||||
|
||||
<Cards>
|
||||
|
||||
@@ -41,12 +41,17 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
|
||||
|
||||
| Action | Limit | Window |
|
||||
| --- | --- | --- |
|
||||
| API requests (v1 and v2) | 100 requests | 1 minute |
|
||||
| API requests (v1 and v2) | 1000 requests | 1 minute |
|
||||
| File uploads | 20 requests | 1 minute |
|
||||
| AI features | 3 requests | 1 minute |
|
||||
|
||||
Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.
|
||||
|
||||
<Callout type="info">
|
||||
The API request limit above is the global per-IP ceiling. Individual organisations also have their
|
||||
own rate limits, which may be configured below this value.
|
||||
</Callout>
|
||||
|
||||
<Callout type="info">
|
||||
Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
|
||||
[sales](https://documen.so/sales) for details.
|
||||
|
||||
@@ -13,7 +13,7 @@ There are three distinct kinds of limit:
|
||||
| ---------------------- | ------------------------------------------------- | ----------------------- |
|
||||
| Resource quota | Documents, emails, and API requests **per month** | Yes — per claim and org |
|
||||
| Resource rate limit | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
|
||||
| Global HTTP rate limit | API requests per IP (100/min, hardcoded) | No — see [Limitations](#limitations) |
|
||||
| Global HTTP rate limit | API requests per IP (1000/min, hardcoded) | No — see [Limitations](#limitations) |
|
||||
|
||||
## Prerequisites
|
||||
|
||||
@@ -91,7 +91,7 @@ Monthly quota usage is keyed to the **UTC calendar month**. There is no schedule
|
||||
|
||||
## Limitations
|
||||
|
||||
The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
|
||||
The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
|
||||
@@ -3,7 +3,7 @@
|
||||
"version": "0.0.0",
|
||||
"private": true,
|
||||
"scripts": {
|
||||
"build": "NEXT_IGNORE_INCORRECT_LOCKFILE=true next build",
|
||||
"build": "next build",
|
||||
"dev": "next dev",
|
||||
"start": "next start",
|
||||
"types:check": "fumadocs-mdx && next typegen && tsc --noEmit",
|
||||
|
||||
@@ -0,0 +1,19 @@
|
||||
import { Callout } from 'fumadocs-ui/components/callout';
|
||||
|
||||
const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
|
||||
|
||||
/**
|
||||
* Deprecation banner steering API consumers away from the legacy document and
|
||||
* template create endpoints and towards the unified Envelope API.
|
||||
*
|
||||
* Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
|
||||
* as `<EnvelopeWarning />` without an explicit import.
|
||||
*/
|
||||
export function EnvelopeWarning() {
|
||||
return (
|
||||
<Callout type="error">
|
||||
<strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
|
||||
<a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
|
||||
</Callout>
|
||||
);
|
||||
}
|
||||
@@ -1,6 +1,7 @@
|
||||
import * as TabsComponents from 'fumadocs-ui/components/tabs';
|
||||
import defaultMdxComponents from 'fumadocs-ui/mdx';
|
||||
import type { MDXComponents } from 'mdx/types';
|
||||
import { EnvelopeWarning } from '@/components/mdx/envelope-warning';
|
||||
import { Mermaid } from '@/components/mdx/mermaid';
|
||||
|
||||
// eslint-disable-next-line @typescript-eslint/no-explicit-any
|
||||
@@ -9,6 +10,7 @@ export function getMDXComponents(components?: MDXComponents): any {
|
||||
...defaultMdxComponents,
|
||||
...TabsComponents,
|
||||
Mermaid,
|
||||
EnvelopeWarning,
|
||||
...components,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -0,0 +1,119 @@
|
||||
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import {
|
||||
Dialog,
|
||||
DialogClose,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { useState } from 'react';
|
||||
|
||||
export type BrandingPreferencesResetDialogProps = {
|
||||
hasAdvancedBranding: boolean;
|
||||
isSubmitting: boolean;
|
||||
onReset: () => Promise<void>;
|
||||
trigger?: React.ReactNode;
|
||||
};
|
||||
|
||||
export const BrandingPreferencesResetDialog = ({
|
||||
hasAdvancedBranding,
|
||||
isSubmitting,
|
||||
onReset,
|
||||
trigger,
|
||||
}: BrandingPreferencesResetDialogProps) => {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [isResetting, setIsResetting] = useState(false);
|
||||
|
||||
const isLoading = isSubmitting || isResetting;
|
||||
|
||||
const handleResetToDefaults = async () => {
|
||||
setIsResetting(true);
|
||||
|
||||
try {
|
||||
await onReset();
|
||||
setOpen(false);
|
||||
} catch {
|
||||
// The submit handler surfaces its own error toast. Keep the dialog open
|
||||
// so the user can retry.
|
||||
} finally {
|
||||
setIsResetting(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
|
||||
<DialogTrigger asChild>
|
||||
{trigger ?? (
|
||||
<Button variant="destructive" type="button" size="sm" disabled={isLoading}>
|
||||
<Trans>Reset to defaults</Trans>
|
||||
</Button>
|
||||
)}
|
||||
</DialogTrigger>
|
||||
|
||||
<DialogContent>
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
<Trans>Reset branding preferences</Trans>
|
||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
<Trans>
|
||||
This will reset all branding preferences to their default values and save the changes immediately.
|
||||
</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
<Alert variant="warning">
|
||||
<AlertDescription>
|
||||
<p>
|
||||
<Trans>Once confirmed, the following will be reset:</Trans>
|
||||
</p>
|
||||
|
||||
<ul className="mt-0.5 list-inside list-disc">
|
||||
<li>
|
||||
<Trans>Custom branding enabled setting</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Branding logo</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Brand website and brand details</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
|
||||
</li>
|
||||
|
||||
{hasAdvancedBranding && (
|
||||
<>
|
||||
<li>
|
||||
<Trans>Border radius</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Custom CSS</Trans>
|
||||
</li>
|
||||
</>
|
||||
)}
|
||||
</ul>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
|
||||
<DialogFooter>
|
||||
<DialogClose asChild>
|
||||
<Button type="button" variant="secondary" disabled={isLoading}>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
</DialogClose>
|
||||
|
||||
<Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
|
||||
<Trans>Reset to defaults</Trans>
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
};
|
||||
@@ -0,0 +1,141 @@
|
||||
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import {
|
||||
Dialog,
|
||||
DialogClose,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { useState } from 'react';
|
||||
|
||||
export type DocumentPreferencesResetDialogProps = {
|
||||
isSubmitting: boolean;
|
||||
onReset: () => Promise<void>;
|
||||
showAiFeatures?: boolean;
|
||||
showDocumentVisibility?: boolean;
|
||||
showIncludeSenderDetails?: boolean;
|
||||
};
|
||||
|
||||
export const DocumentPreferencesResetDialog = ({
|
||||
isSubmitting,
|
||||
onReset,
|
||||
showAiFeatures = false,
|
||||
showDocumentVisibility = false,
|
||||
showIncludeSenderDetails = false,
|
||||
}: DocumentPreferencesResetDialogProps) => {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [isResetting, setIsResetting] = useState(false);
|
||||
|
||||
const isLoading = isSubmitting || isResetting;
|
||||
|
||||
const handleResetToDefaults = async () => {
|
||||
setIsResetting(true);
|
||||
|
||||
try {
|
||||
await onReset();
|
||||
setOpen(false);
|
||||
} catch {
|
||||
// The submit handler surfaces its own error toast. Keep the dialog open
|
||||
// so the user can retry.
|
||||
} finally {
|
||||
setIsResetting(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
|
||||
<DialogTrigger asChild>
|
||||
<Button variant="destructive" type="button" size="sm" disabled={isLoading}>
|
||||
<Trans>Reset to defaults</Trans>
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
|
||||
<DialogContent>
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
<Trans>Reset document preferences</Trans>
|
||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
<Trans>
|
||||
This will reset all document preferences to their default values and save the changes immediately.
|
||||
</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
<Alert variant="warning">
|
||||
<AlertDescription>
|
||||
<p>
|
||||
<Trans>Once confirmed, the following will be reset:</Trans>
|
||||
</p>
|
||||
|
||||
<ul className="mt-0.5 list-inside list-disc">
|
||||
{showDocumentVisibility && (
|
||||
<li>
|
||||
<Trans>Default document visibility</Trans>
|
||||
</li>
|
||||
)}
|
||||
<li>
|
||||
<Trans>Default document language</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default date format</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default time zone</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default signature settings</Trans>
|
||||
</li>
|
||||
{showIncludeSenderDetails && (
|
||||
<li>
|
||||
<Trans>Send on behalf of team</Trans>
|
||||
</li>
|
||||
)}
|
||||
<li>
|
||||
<Trans>Include the signing certificate in the document</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Include the audit logs in the document</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default recipients</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Delegate document ownership</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default envelope expiration</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>Default signing reminders</Trans>
|
||||
</li>
|
||||
{showAiFeatures && (
|
||||
<li>
|
||||
<Trans>AI features</Trans>
|
||||
</li>
|
||||
)}
|
||||
</ul>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
|
||||
<DialogFooter>
|
||||
<DialogClose asChild>
|
||||
<Button type="button" variant="secondary" disabled={isLoading}>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
</DialogClose>
|
||||
|
||||
<Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
|
||||
<Trans>Reset to defaults</Trans>
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
};
|
||||
@@ -7,6 +7,7 @@ import {
|
||||
} from '@documenso/lib/constants/branding';
|
||||
import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
|
||||
import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
|
||||
import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
@@ -23,6 +24,7 @@ import { useEffect, useState } from 'react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
|
||||
import { useOptionalCurrentTeam } from '~/providers/team';
|
||||
import { useCspNonce } from '~/utils/nonce';
|
||||
|
||||
@@ -74,6 +76,7 @@ export function BrandingPreferencesForm({
|
||||
|
||||
const [previewUrl, setPreviewUrl] = useState<string>('');
|
||||
const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
|
||||
const [colorPickerKey, setColorPickerKey] = useState(0);
|
||||
|
||||
const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
|
||||
const initialColors = parsedColors.success ? parsedColors.data : {};
|
||||
@@ -96,6 +99,42 @@ export function BrandingPreferencesForm({
|
||||
|
||||
const isBrandingEnabled = form.watch('brandingEnabled');
|
||||
|
||||
const hasResetBrandingColors =
|
||||
settings.brandingColors === null ||
|
||||
settings.brandingColors === undefined ||
|
||||
(parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
|
||||
|
||||
// Only show the reset action when the saved settings actually differ from the
|
||||
// defaults, so it never renders as a pointless disabled button.
|
||||
const isResetToDefaultsVisible =
|
||||
settings.brandingEnabled !== (canInherit ? null : false) ||
|
||||
!!settings.brandingLogo ||
|
||||
!!settings.brandingUrl ||
|
||||
!!settings.brandingCompanyDetails ||
|
||||
!!settings.brandingCss ||
|
||||
!hasResetBrandingColors;
|
||||
|
||||
const handleResetToDefaults = async () => {
|
||||
const data: TBrandingPreferencesFormSchema = {
|
||||
brandingEnabled: canInherit ? null : false,
|
||||
brandingLogo: null,
|
||||
brandingUrl: '',
|
||||
brandingCompanyDetails: '',
|
||||
brandingColors: {},
|
||||
brandingCss: '',
|
||||
};
|
||||
|
||||
await onFormSubmit(data);
|
||||
|
||||
if (previewUrl.startsWith('blob:')) {
|
||||
URL.revokeObjectURL(previewUrl);
|
||||
}
|
||||
|
||||
setPreviewUrl('');
|
||||
setColorPickerKey((key) => key + 1);
|
||||
form.reset(data);
|
||||
};
|
||||
|
||||
const getSavedLogoPreviewUrl = () => {
|
||||
if (!settings.brandingLogo) {
|
||||
return '';
|
||||
@@ -397,6 +436,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`background-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.background}
|
||||
@@ -420,6 +460,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`foreground-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.foreground}
|
||||
@@ -443,6 +484,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`primary-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.primary}
|
||||
@@ -466,6 +508,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`primary-foreground-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
|
||||
@@ -489,6 +532,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`border-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.border}
|
||||
@@ -512,6 +556,7 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`ring-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.ring}
|
||||
@@ -593,6 +638,15 @@ export function BrandingPreferencesForm({
|
||||
isDirty={hasUnsavedChanges}
|
||||
isSubmitting={form.formState.isSubmitting}
|
||||
onReset={handleReset}
|
||||
resetToDefaults={
|
||||
isResetToDefaultsVisible ? (
|
||||
<BrandingPreferencesResetDialog
|
||||
hasAdvancedBranding={hasAdvancedBranding}
|
||||
isSubmitting={form.formState.isSubmitting}
|
||||
onReset={handleResetToDefaults}
|
||||
/>
|
||||
) : undefined
|
||||
}
|
||||
/>
|
||||
</fieldset>
|
||||
</form>
|
||||
|
||||
@@ -11,10 +11,10 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
|
||||
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
|
||||
import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
|
||||
import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
|
||||
import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
|
||||
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
|
||||
import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
|
||||
import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
|
||||
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
|
||||
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
|
||||
import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
|
||||
@@ -37,11 +37,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { msg, t } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import type { TeamGlobalSettings } from '@prisma/client';
|
||||
import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
|
||||
import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
|
||||
import { useOptionalCurrentTeam } from '~/providers/team';
|
||||
|
||||
import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
|
||||
@@ -93,6 +93,26 @@ export type DocumentPreferencesFormProps = {
|
||||
onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
|
||||
};
|
||||
|
||||
const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
|
||||
const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
|
||||
|
||||
return {
|
||||
documentVisibility: settings.documentVisibility,
|
||||
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
|
||||
documentTimezone: settings.documentTimezone,
|
||||
documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
|
||||
includeSenderDetails: settings.includeSenderDetails,
|
||||
includeSigningCertificate: settings.includeSigningCertificate,
|
||||
includeAuditLog: settings.includeAuditLog,
|
||||
signatureTypes: extractTeamSignatureSettings({ ...settings }),
|
||||
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
|
||||
delegateDocumentOwnership: settings.delegateDocumentOwnership,
|
||||
aiFeaturesEnabled: settings.aiFeaturesEnabled,
|
||||
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
|
||||
reminderSettings: settings.reminderSettings ?? null,
|
||||
};
|
||||
};
|
||||
|
||||
export const DocumentPreferencesForm = ({
|
||||
settings,
|
||||
onFormSubmit,
|
||||
@@ -113,7 +133,7 @@ export const DocumentPreferencesForm = ({
|
||||
documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
|
||||
documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
|
||||
documentTimezone: z.string().nullable(),
|
||||
documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
|
||||
documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
|
||||
includeSenderDetails: z.boolean().nullable(),
|
||||
includeSigningCertificate: z.boolean().nullable(),
|
||||
includeAuditLog: z.boolean().nullable(),
|
||||
@@ -127,26 +147,33 @@ export const DocumentPreferencesForm = ({
|
||||
reminderSettings: ZEnvelopeReminderSettings.nullable(),
|
||||
});
|
||||
|
||||
const defaultValues = getDocumentPreferencesFormValues(settings);
|
||||
const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
|
||||
const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
|
||||
const resetValues = {
|
||||
...baseResetValues,
|
||||
aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
|
||||
};
|
||||
|
||||
const form = useForm<TDocumentPreferencesFormSchema>({
|
||||
defaultValues: {
|
||||
documentVisibility: settings.documentVisibility,
|
||||
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
|
||||
documentTimezone: settings.documentTimezone,
|
||||
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
|
||||
documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
|
||||
includeSenderDetails: settings.includeSenderDetails,
|
||||
includeSigningCertificate: settings.includeSigningCertificate,
|
||||
includeAuditLog: settings.includeAuditLog,
|
||||
signatureTypes: extractTeamSignatureSettings({ ...settings }),
|
||||
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
|
||||
delegateDocumentOwnership: settings.delegateDocumentOwnership,
|
||||
aiFeaturesEnabled: settings.aiFeaturesEnabled,
|
||||
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
|
||||
reminderSettings: settings.reminderSettings ?? null,
|
||||
},
|
||||
defaultValues,
|
||||
resolver: zodResolver(ZDocumentPreferencesFormSchema),
|
||||
});
|
||||
|
||||
// Parse both sides through the schema so we compare canonical representations
|
||||
const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
|
||||
const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
|
||||
|
||||
const isResetToDefaultsVisible =
|
||||
!parsedCurrentValues.success ||
|
||||
!parsedResetValues.success ||
|
||||
JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
|
||||
|
||||
const handleResetToDefaults = async () => {
|
||||
await onFormSubmit(resetValues);
|
||||
form.reset(resetValues);
|
||||
};
|
||||
|
||||
const handleFormSubmit = form.handleSubmit(async (data) => {
|
||||
try {
|
||||
await onFormSubmit(data);
|
||||
@@ -772,6 +799,17 @@ export const DocumentPreferencesForm = ({
|
||||
isDirty={form.formState.isDirty}
|
||||
isSubmitting={form.formState.isSubmitting}
|
||||
onReset={() => form.reset()}
|
||||
resetToDefaults={
|
||||
isResetToDefaultsVisible ? (
|
||||
<DocumentPreferencesResetDialog
|
||||
isSubmitting={form.formState.isSubmitting}
|
||||
onReset={handleResetToDefaults}
|
||||
showAiFeatures={isAiFeaturesConfigured}
|
||||
showDocumentVisibility={!isPersonalLayoutMode}
|
||||
showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
|
||||
/>
|
||||
) : undefined
|
||||
}
|
||||
/>
|
||||
</fieldset>
|
||||
</form>
|
||||
|
||||
@@ -3,12 +3,17 @@ import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { AnimatePresence, motion } from 'framer-motion';
|
||||
import { AlertTriangleIcon } from 'lucide-react';
|
||||
import { useEffect, useRef, useState } from 'react';
|
||||
import { type ReactNode, useEffect, useRef, useState } from 'react';
|
||||
|
||||
export type FormStickySaveBarProps = {
|
||||
isDirty: boolean;
|
||||
isSubmitting: boolean;
|
||||
onReset: () => void;
|
||||
/**
|
||||
* Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
|
||||
* the bar is floating so it never appears in the unsaved-changes island.
|
||||
*/
|
||||
resetToDefaults?: ReactNode;
|
||||
};
|
||||
|
||||
/**
|
||||
@@ -24,7 +29,7 @@ export type FormStickySaveBarProps = {
|
||||
* shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
|
||||
* the pill chrome.
|
||||
*/
|
||||
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
|
||||
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
|
||||
const { t } = useLingui();
|
||||
|
||||
const sentinelRef = useRef<HTMLDivElement>(null);
|
||||
@@ -100,6 +105,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
|
||||
</AnimatePresence>
|
||||
|
||||
<div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
|
||||
{!isFloating && resetToDefaults}
|
||||
|
||||
{isDirty && (
|
||||
<Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
|
||||
<Trans>Undo</Trans>
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,36 @@
|
||||
import type { MessageDescriptor } from '@lingui/core';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
|
||||
export type PromptItem = {
|
||||
id: string;
|
||||
label: string | MessageDescriptor;
|
||||
sublabel?: string;
|
||||
path?: string;
|
||||
onAction?: () => void;
|
||||
icon?: LucideIcon;
|
||||
initials?: string;
|
||||
shortcut?: string;
|
||||
isChecked?: boolean;
|
||||
};
|
||||
|
||||
export type PromptCategory = {
|
||||
id: string;
|
||||
label: MessageDescriptor;
|
||||
items: PromptItem[];
|
||||
/**
|
||||
* The number of actual results, excluding utility rows such as the
|
||||
* "View all results" link.
|
||||
*/
|
||||
count: number;
|
||||
/**
|
||||
* The count shown on the category chip, or null to not show a chip at all.
|
||||
* Categories which only contain hardcoded page links have no chip.
|
||||
*/
|
||||
chipCount: number | null;
|
||||
isCapped: boolean;
|
||||
/**
|
||||
* Global admin categories are marked with a globe icon to distinguish them
|
||||
* from the equally named personal categories.
|
||||
*/
|
||||
isGlobal: boolean;
|
||||
};
|
||||
@@ -0,0 +1,23 @@
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { AlertTriangleIcon } from 'lucide-react';
|
||||
|
||||
export const DirectTemplateInvalidPageView = () => {
|
||||
return (
|
||||
<div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
|
||||
<div>
|
||||
<AlertTriangleIcon className="h-10 w-10 text-destructive" />
|
||||
|
||||
<h1 className="mt-4 font-semibold text-3xl">
|
||||
<Trans>Invalid direct link template</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
This direct link template cannot be used because one or more signers do not have a signature field assigned.
|
||||
Please contact the sender to update the template.
|
||||
</Trans>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -54,6 +54,7 @@ import { useCurrentTeam } from '~/providers/team';
|
||||
|
||||
import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
|
||||
import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
|
||||
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
|
||||
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
|
||||
import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
|
||||
|
||||
@@ -238,6 +239,8 @@ export const EnvelopeEditorFieldsPage = () => {
|
||||
}
|
||||
/>
|
||||
|
||||
<EnvelopeEditorInvalidDirectTemplateAlert />
|
||||
|
||||
{/* Document View */}
|
||||
<div className="mt-4 flex h-full flex-col items-center justify-center">
|
||||
{envelope.recipients.length === 0 && (
|
||||
|
||||
+55
@@ -0,0 +1,55 @@
|
||||
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
|
||||
import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { useMemo } from 'react';
|
||||
|
||||
export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
|
||||
className?: string;
|
||||
};
|
||||
|
||||
/**
|
||||
* Warns that a direct link template cannot be used because one or more signers
|
||||
* are missing a signature field.
|
||||
*/
|
||||
export const EnvelopeEditorInvalidDirectTemplateAlert = ({
|
||||
className,
|
||||
}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
|
||||
const { envelope, isTemplate } = useCurrentEnvelopeEditor();
|
||||
|
||||
const signersMissingSignatureFields = useMemo(() => {
|
||||
if (!isTemplate || !envelope.directLink?.enabled) {
|
||||
return [];
|
||||
}
|
||||
|
||||
return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
|
||||
}, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
|
||||
|
||||
if (signersMissingSignatureFields.length === 0) {
|
||||
return null;
|
||||
}
|
||||
|
||||
return (
|
||||
<Alert
|
||||
variant="destructive"
|
||||
className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
|
||||
>
|
||||
<AlertTitle>
|
||||
<Trans>Invalid direct link template</Trans>
|
||||
</AlertTitle>
|
||||
|
||||
<AlertDescription>
|
||||
<Trans>
|
||||
Recipients cannot use this direct link template because the following signers are missing a signature field
|
||||
</Trans>
|
||||
|
||||
<ul className="list-disc pl-5">
|
||||
{signersMissingSignatureFields.map((recipient, i) => (
|
||||
<li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
|
||||
))}
|
||||
</ul>
|
||||
</AlertDescription>
|
||||
</Alert>
|
||||
);
|
||||
};
|
||||
@@ -22,6 +22,7 @@ import { match } from 'ts-pattern';
|
||||
import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
|
||||
import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
|
||||
|
||||
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
|
||||
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
|
||||
|
||||
export const EnvelopeEditorPreviewPage = () => {
|
||||
@@ -228,6 +229,8 @@ export const EnvelopeEditorPreviewPage = () => {
|
||||
{/* Horizontal envelope item selector */}
|
||||
<EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />
|
||||
|
||||
<EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
|
||||
|
||||
<Alert variant="warning" className="mx-auto max-w-[800px]">
|
||||
<AlertTitle>
|
||||
<Trans>Preview Mode</Trans>
|
||||
|
||||
@@ -26,6 +26,7 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from
|
||||
|
||||
import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
|
||||
|
||||
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
|
||||
import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
|
||||
import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
|
||||
|
||||
@@ -449,6 +450,9 @@ export const EnvelopeEditorUploadPage = () => {
|
||||
return (
|
||||
<div className="mx-auto max-w-4xl space-y-6 p-8">
|
||||
<input {...getReplaceInputProps()} />
|
||||
|
||||
<EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
|
||||
|
||||
<Card backdropBlur={false} className="border">
|
||||
<CardHeader className="pb-3">
|
||||
<CardTitle>
|
||||
|
||||
@@ -0,0 +1,144 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
|
||||
import { isAdmin } from '@documenso/lib/utils/is-admin';
|
||||
import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { trpc as trpcReact } from '@documenso/trpc/react';
|
||||
import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
|
||||
import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
|
||||
|
||||
import type { MessageDescriptor } from '@lingui/core';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { keepPreviousData } from '@tanstack/react-query';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
|
||||
import { useMemo } from 'react';
|
||||
import type { PromptCategory, PromptItem } from './app-command-menu.types';
|
||||
|
||||
/**
|
||||
* The maximum number of results the admin search returns per resource type.
|
||||
*/
|
||||
const ADMIN_SEARCH_RESULTS_CAP = 5;
|
||||
|
||||
const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
|
||||
document: msg`Documents`,
|
||||
user: msg`Users`,
|
||||
organisation: msg`Organisations`,
|
||||
team: msg`Teams`,
|
||||
recipient: msg`Recipients`,
|
||||
subscription: msg`Subscriptions`,
|
||||
};
|
||||
|
||||
const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
|
||||
document: FileTextIcon,
|
||||
user: UserIcon,
|
||||
organisation: Building2Icon,
|
||||
team: UsersIcon,
|
||||
recipient: UserIcon,
|
||||
subscription: CreditCardIcon,
|
||||
};
|
||||
|
||||
/**
|
||||
* Admin list pages which support prefilling their search from the URL, used
|
||||
* for the "View all results" links on capped groups. Teams, recipients and
|
||||
* subscriptions have no admin list pages.
|
||||
*/
|
||||
const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
|
||||
document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
|
||||
user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
|
||||
organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
|
||||
};
|
||||
|
||||
export type UseAdminSearchCategoriesOptions = {
|
||||
/**
|
||||
* The trimmed, debounced search query.
|
||||
*/
|
||||
query: string;
|
||||
open: boolean;
|
||||
};
|
||||
|
||||
/**
|
||||
* The isolated admin portion of the command prompt: searches every admin
|
||||
* resource and maps the results to prompt categories marked as global.
|
||||
*
|
||||
* Returns no categories and never queries for non admin users. The admin
|
||||
* search endpoint is additionally guarded server side by the admin procedure.
|
||||
*/
|
||||
export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
|
||||
const { user } = useSession();
|
||||
|
||||
const isUserAdmin = isAdmin(user);
|
||||
|
||||
// Admin searches hit every resource table, so require a longer query unless
|
||||
// it is a number, which could be a resource ID of any length. Queries over
|
||||
// the endpoint's length limit are skipped entirely instead of being sent
|
||||
// and rejected.
|
||||
const hasValidAdminSearch =
|
||||
isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
|
||||
|
||||
const {
|
||||
data: adminSearchData,
|
||||
isFetching,
|
||||
isError,
|
||||
} = trpcReact.admin.search.useQuery(
|
||||
{
|
||||
query,
|
||||
},
|
||||
{
|
||||
enabled: open && hasValidAdminSearch,
|
||||
placeholderData: keepPreviousData,
|
||||
// Retyping is the retry in a search-as-you-type flow: fail fast so the
|
||||
// prompt can surface an honest error state instead of retrying.
|
||||
retry: false,
|
||||
...SKIP_QUERY_BATCH_META,
|
||||
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
|
||||
},
|
||||
);
|
||||
|
||||
const categories = useMemo((): PromptCategory[] => {
|
||||
if (!hasValidAdminSearch || !adminSearchData) {
|
||||
return [];
|
||||
}
|
||||
|
||||
return adminSearchData.groups.map((group) => {
|
||||
const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
|
||||
const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
|
||||
|
||||
const items: PromptItem[] = group.results.map((result) => ({
|
||||
id: `admin-${group.type}-${result.value}`,
|
||||
label: result.label,
|
||||
sublabel: result.sublabel,
|
||||
path: result.path,
|
||||
icon: ADMIN_GROUP_ICONS[group.type],
|
||||
initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
|
||||
}));
|
||||
|
||||
// Capped groups link to the full admin list page with the search
|
||||
// prefilled so the cap is never a dead end.
|
||||
if (isCapped && buildListPath) {
|
||||
items.push({
|
||||
id: `admin-${group.type}-view-all`,
|
||||
label: msg`View all results`,
|
||||
path: buildListPath(query),
|
||||
icon: ArrowRightIcon,
|
||||
});
|
||||
}
|
||||
|
||||
return {
|
||||
id: `admin-${group.type}`,
|
||||
label: ADMIN_GROUP_LABELS[group.type],
|
||||
items,
|
||||
count: group.results.length,
|
||||
chipCount: group.results.length,
|
||||
isCapped,
|
||||
isGlobal: true,
|
||||
};
|
||||
});
|
||||
}, [hasValidAdminSearch, adminSearchData, query]);
|
||||
|
||||
return {
|
||||
isUserAdmin,
|
||||
categories,
|
||||
isFetching,
|
||||
isError,
|
||||
};
|
||||
};
|
||||
@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
|
||||
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
|
||||
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
|
||||
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
|
||||
delegateDocumentOwnership: delegateDocumentOwnership,
|
||||
delegateDocumentOwnership,
|
||||
aiFeaturesEnabled,
|
||||
envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
|
||||
reminderSettings: reminderSettings ?? undefined,
|
||||
|
||||
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
|
||||
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
|
||||
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
|
||||
}),
|
||||
delegateDocumentOwnership: delegateDocumentOwnership,
|
||||
delegateDocumentOwnership,
|
||||
},
|
||||
});
|
||||
|
||||
|
||||
@@ -7,6 +7,7 @@ import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/
|
||||
import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
|
||||
import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
|
||||
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
|
||||
import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { Plural } from '@lingui/react/macro';
|
||||
import { UsersIcon } from 'lucide-react';
|
||||
@@ -14,6 +15,7 @@ import { redirect } from 'react-router';
|
||||
import { match } from 'ts-pattern';
|
||||
|
||||
import { Header as AuthenticatedHeader } from '~/components/general/app-header';
|
||||
import { DirectTemplateInvalidPageView } from '~/components/general/direct-template/direct-template-invalid-page';
|
||||
import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
|
||||
import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
|
||||
import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
|
||||
@@ -70,8 +72,18 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
|
||||
};
|
||||
}
|
||||
|
||||
const recipientsWithMissingFields = getRecipientsWithMissingFields(template.recipients, template.fields);
|
||||
|
||||
if (recipientsWithMissingFields.length > 0) {
|
||||
return {
|
||||
isAccessAuthValid: true,
|
||||
isTemplateMissingSignatures: true,
|
||||
} as const;
|
||||
}
|
||||
|
||||
return {
|
||||
isAccessAuthValid: true,
|
||||
isTemplateMissingSignatures: false,
|
||||
template: {
|
||||
...template,
|
||||
folder: null,
|
||||
@@ -96,6 +108,7 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
|
||||
.then((envelopeForSigning) => {
|
||||
return {
|
||||
isDocumentAccessValid: true,
|
||||
isTemplateMissingSignatures: false,
|
||||
envelopeForSigning,
|
||||
} as const;
|
||||
})
|
||||
@@ -108,6 +121,13 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
|
||||
} as const;
|
||||
}
|
||||
|
||||
if (error.code === AppErrorCode.MISSING_SIGNATURE_FIELD) {
|
||||
return {
|
||||
isDocumentAccessValid: true,
|
||||
isTemplateMissingSignatures: true,
|
||||
} as const;
|
||||
}
|
||||
|
||||
throw new Response('Not Found', { status: 404 });
|
||||
});
|
||||
};
|
||||
@@ -181,6 +201,10 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
|
||||
return <DirectTemplateAuthPageView />;
|
||||
}
|
||||
|
||||
if (data.isTemplateMissingSignatures) {
|
||||
return <DirectTemplateInvalidPageView />;
|
||||
}
|
||||
|
||||
const { template, directTemplateRecipient } = data;
|
||||
|
||||
return (
|
||||
@@ -235,6 +259,10 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
|
||||
return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
|
||||
}
|
||||
|
||||
if (data.isTemplateMissingSignatures) {
|
||||
return <DirectTemplateInvalidPageView />;
|
||||
}
|
||||
|
||||
const { envelope, recipient } = data.envelopeForSigning;
|
||||
|
||||
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
|
||||
|
||||
@@ -1,98 +1,15 @@
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { OrganisationMemberInviteStatus } from '@prisma/client';
|
||||
import { Link } from 'react-router';
|
||||
import { redirect } from 'react-router';
|
||||
|
||||
import type { Route } from './+types/organisation.decline.$token';
|
||||
|
||||
export async function loader({ params }: Route.LoaderArgs) {
|
||||
export function loader({ params }: Route.LoaderArgs) {
|
||||
const { token } = params;
|
||||
|
||||
if (!token) {
|
||||
return {
|
||||
state: 'InvalidLink',
|
||||
} as const;
|
||||
throw redirect('/');
|
||||
}
|
||||
|
||||
const organisationMemberInvite = await prisma.organisationMemberInvite.findUnique({
|
||||
where: {
|
||||
token,
|
||||
},
|
||||
include: {
|
||||
organisation: {
|
||||
select: {
|
||||
name: true,
|
||||
},
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
if (!organisationMemberInvite) {
|
||||
return {
|
||||
state: 'InvalidLink',
|
||||
} as const;
|
||||
}
|
||||
|
||||
if (organisationMemberInvite.status !== OrganisationMemberInviteStatus.DECLINED) {
|
||||
await prisma.organisationMemberInvite.update({
|
||||
where: {
|
||||
id: organisationMemberInvite.id,
|
||||
},
|
||||
data: {
|
||||
status: OrganisationMemberInviteStatus.DECLINED,
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
return {
|
||||
state: 'Success',
|
||||
organisationName: organisationMemberInvite.organisation.name,
|
||||
} as const;
|
||||
}
|
||||
|
||||
export default function DeclineInvitationPage({ loaderData }: Route.ComponentProps) {
|
||||
const data = loaderData;
|
||||
|
||||
if (data.state === 'InvalidLink') {
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invalid token</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>This token is invalid or has expired. No action is needed.</Trans>
|
||||
</p>
|
||||
|
||||
<Button asChild>
|
||||
<Link to="/">
|
||||
<Trans>Return</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invitation declined</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have declined the invitation from <strong>{data.organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
<Button asChild>
|
||||
<Link to="/">
|
||||
<Trans>Return to Home</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
</div>
|
||||
);
|
||||
// Declining now happens on the invite page via tRPC. Redirect there with the
|
||||
// `action=decline` flag so it renders the decline-only view (no accept).
|
||||
throw redirect(`/organisation/invite/${token}?action=decline`);
|
||||
}
|
||||
|
||||
@@ -1,9 +1,15 @@
|
||||
import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
|
||||
import { acceptOrganisationInvitation } from '@documenso/lib/server-only/organisation/accept-organisation-invitation';
|
||||
import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { Link } from 'react-router';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { OrganisationMemberInviteStatus } from '@prisma/client';
|
||||
import { useState } from 'react';
|
||||
import { Link, useSearchParams } from 'react-router';
|
||||
import { match } from 'ts-pattern';
|
||||
|
||||
import type { Route } from './+types/organisation.invite.$token';
|
||||
|
||||
@@ -37,6 +43,22 @@ export async function loader({ params, request }: Route.LoaderArgs) {
|
||||
} as const;
|
||||
}
|
||||
|
||||
const organisationName = organisationMemberInvite.organisation.name;
|
||||
|
||||
if (organisationMemberInvite.status === OrganisationMemberInviteStatus.ACCEPTED) {
|
||||
return {
|
||||
state: 'AlreadyAccepted',
|
||||
organisationName,
|
||||
} as const;
|
||||
}
|
||||
|
||||
if (organisationMemberInvite.status === OrganisationMemberInviteStatus.DECLINED) {
|
||||
return {
|
||||
state: 'AlreadyDeclined',
|
||||
organisationName,
|
||||
} as const;
|
||||
}
|
||||
|
||||
const user = await prisma.user.findFirst({
|
||||
where: {
|
||||
email: {
|
||||
@@ -49,26 +71,13 @@ export async function loader({ params, request }: Route.LoaderArgs) {
|
||||
},
|
||||
});
|
||||
|
||||
// Directly convert the team member invite to a team member if they already have an account.
|
||||
if (user) {
|
||||
await acceptOrganisationInvitation({ token: organisationMemberInvite.token });
|
||||
}
|
||||
|
||||
if (!user) {
|
||||
return {
|
||||
state: 'LoginRequired',
|
||||
email: organisationMemberInvite.email,
|
||||
organisationName: organisationMemberInvite.organisation.name,
|
||||
} as const;
|
||||
}
|
||||
|
||||
const isSessionUserTheInvitedUser = user.id === session.user?.id;
|
||||
|
||||
return {
|
||||
state: 'Success',
|
||||
state: 'Pending',
|
||||
token: organisationMemberInvite.token,
|
||||
email: organisationMemberInvite.email,
|
||||
organisationName: organisationMemberInvite.organisation.name,
|
||||
isSessionUserTheInvitedUser,
|
||||
organisationName,
|
||||
userExists: user !== null,
|
||||
isSessionUserTheInvitedUser: user !== null && user.id === session.user?.id,
|
||||
} as const;
|
||||
}
|
||||
|
||||
@@ -97,57 +106,253 @@ export default function AcceptInvitationPage({ loaderData }: Route.ComponentProp
|
||||
);
|
||||
}
|
||||
|
||||
if (data.state === 'LoginRequired') {
|
||||
if (data.state === 'AlreadyAccepted') {
|
||||
return (
|
||||
<div>
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Organisation invitation</Trans>
|
||||
</h1>
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invitation already accepted</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have been invited by <strong>{data.organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You are already a member of <strong>{data.organisationName}</strong>.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
<p className="mt-1 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>To accept this invitation you must create an account.</Trans>
|
||||
</p>
|
||||
|
||||
<Button asChild>
|
||||
<Link to={`/signup#email=${encodeURIComponent(data.email)}`}>
|
||||
<Trans>Create account</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
<Button asChild>
|
||||
<Link to="/">
|
||||
<Trans>Continue</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (data.state === 'AlreadyDeclined') {
|
||||
return <InvitationDeclined organisationName={data.organisationName} />;
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invitation accepted!</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have accepted an invitation from <strong>{data.organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
{data.isSessionUserTheInvitedUser ? (
|
||||
<Button asChild>
|
||||
<Link to="/">
|
||||
<Trans>Continue</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
) : (
|
||||
<Button asChild>
|
||||
<Link to={`/signin#email=${encodeURIComponent(data.email)}`}>
|
||||
<Trans>Continue to login</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
<PendingInvitation
|
||||
token={data.token}
|
||||
email={data.email}
|
||||
organisationName={data.organisationName}
|
||||
userExists={data.userExists}
|
||||
isSessionUserTheInvitedUser={data.isSessionUserTheInvitedUser}
|
||||
/>
|
||||
);
|
||||
}
|
||||
|
||||
type PendingInvitationProps = {
|
||||
token: string;
|
||||
email: string;
|
||||
organisationName: string;
|
||||
userExists: boolean;
|
||||
isSessionUserTheInvitedUser: boolean;
|
||||
};
|
||||
|
||||
type InvitationResult = 'idle' | 'accepted' | 'declined';
|
||||
|
||||
type AcceptFailureReason = 'CapExceeded' | 'SubscriptionInactive' | 'Unknown';
|
||||
|
||||
const PendingInvitation = ({
|
||||
token,
|
||||
email,
|
||||
organisationName,
|
||||
userExists,
|
||||
isSessionUserTheInvitedUser,
|
||||
}: PendingInvitationProps) => {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
const { refreshSession } = useOptionalSession();
|
||||
|
||||
const [searchParams] = useSearchParams();
|
||||
const actionIsDecline = searchParams.get('action') === 'decline';
|
||||
|
||||
const [result, setResult] = useState<InvitationResult>('idle');
|
||||
const [acceptFailureReason, setAcceptFailureReason] = useState<AcceptFailureReason | null>(null);
|
||||
|
||||
const acceptInvitation = trpc.organisation.member.invite.accept.useMutation({
|
||||
onSuccess: async () => {
|
||||
await refreshSession();
|
||||
|
||||
setResult('accepted');
|
||||
},
|
||||
onError: (err) => {
|
||||
const error = AppError.parseError(err);
|
||||
|
||||
const failureReason = match(error.code)
|
||||
.with(AppErrorCode.LIMIT_EXCEEDED, () => 'CapExceeded' as const)
|
||||
.with('SUBSCRIPTION_INACTIVE', () => 'SubscriptionInactive' as const)
|
||||
.otherwise(() => 'Unknown' as const);
|
||||
|
||||
setAcceptFailureReason(failureReason);
|
||||
},
|
||||
});
|
||||
|
||||
const declineInvitation = trpc.organisation.member.invite.decline.useMutation({
|
||||
onSuccess: async () => {
|
||||
await refreshSession();
|
||||
|
||||
setResult('declined');
|
||||
},
|
||||
onError: () => {
|
||||
toast({
|
||||
title: t`Something went wrong`,
|
||||
description: t`Unable to decline this invitation at this time.`,
|
||||
variant: 'destructive',
|
||||
duration: 10000,
|
||||
});
|
||||
},
|
||||
});
|
||||
|
||||
if (result === 'accepted') {
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invitation accepted!</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have accepted an invitation from <strong>{organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
{isSessionUserTheInvitedUser ? (
|
||||
<Button asChild>
|
||||
<Link to="/">
|
||||
<Trans>Continue</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
) : (
|
||||
<Button asChild>
|
||||
<Link to={`/signin#email=${encodeURIComponent(email)}`}>
|
||||
<Trans>Continue to login</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (result === 'declined') {
|
||||
return <InvitationDeclined organisationName={organisationName} />;
|
||||
}
|
||||
|
||||
// Accepting requires an account (acceptance keys off the invited email).
|
||||
// Declining does not, so we only gate account creation on the accept flow.
|
||||
if (!actionIsDecline && !userExists) {
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Organisation invitation</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have been invited by <strong>{organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
<p className="mt-1 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>To accept this invitation you must create an account.</Trans>
|
||||
</p>
|
||||
|
||||
<Button asChild>
|
||||
<Link to={`/signup#email=${encodeURIComponent(email)}`}>
|
||||
<Trans>Create account</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const isPending = acceptInvitation.isPending || declineInvitation.isPending;
|
||||
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Organisation invitation</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have been invited to join <strong>{organisationName}</strong> on Documenso.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
{acceptFailureReason && (
|
||||
<p className="mt-2 mb-4 text-destructive text-sm">
|
||||
{match(acceptFailureReason)
|
||||
.with('CapExceeded', () => (
|
||||
<Trans>
|
||||
<strong>{organisationName}</strong> has reached its member limit. Please contact the organisation
|
||||
administrator to upgrade their plan before accepting this invitation.
|
||||
</Trans>
|
||||
))
|
||||
.with('SubscriptionInactive', () => (
|
||||
<Trans>
|
||||
<strong>{organisationName}</strong> does not have an active subscription. Please contact the
|
||||
organisation administrator to renew their plan before accepting this invitation.
|
||||
</Trans>
|
||||
))
|
||||
.with('Unknown', () => (
|
||||
<Trans>
|
||||
We were unable to add you to <strong>{organisationName}</strong> at this time. Please try again later,
|
||||
or contact the organisation administrator.
|
||||
</Trans>
|
||||
))
|
||||
.exhaustive()}
|
||||
</p>
|
||||
)}
|
||||
|
||||
<div className="flex items-center gap-x-4">
|
||||
<Button
|
||||
variant="destructive"
|
||||
onClick={async () => declineInvitation.mutateAsync({ token })}
|
||||
loading={declineInvitation.isPending}
|
||||
disabled={isPending}
|
||||
>
|
||||
<Trans>Decline</Trans>
|
||||
</Button>
|
||||
|
||||
{!actionIsDecline && (
|
||||
<Button
|
||||
onClick={async () => acceptInvitation.mutateAsync({ token })}
|
||||
loading={acceptInvitation.isPending}
|
||||
disabled={isPending}
|
||||
>
|
||||
<Trans>Accept</Trans>
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
|
||||
const InvitationDeclined = ({ organisationName }: { organisationName: string }) => {
|
||||
return (
|
||||
<div className="w-screen max-w-lg px-4">
|
||||
<div className="w-full">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
<Trans>Invitation declined</Trans>
|
||||
</h1>
|
||||
|
||||
<p className="mt-2 mb-4 text-muted-foreground text-sm">
|
||||
<Trans>
|
||||
You have declined the invitation from <strong>{organisationName}</strong> to join their organisation.
|
||||
</Trans>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
|
||||
@@ -32,6 +32,10 @@ export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescrip
|
||||
return match(code)
|
||||
.with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
|
||||
.with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
|
||||
.with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
|
||||
title: msg`Missing signature fields`,
|
||||
description: msg`This direct link template cannot be used because one or more signers do not have a signature field assigned.`,
|
||||
}))
|
||||
.otherwise(() => ({
|
||||
title: msg`Something went wrong`,
|
||||
description: msg`We were unable to submit this document at this time. Please try again later.`,
|
||||
@@ -77,6 +81,10 @@ export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor
|
||||
title: msg`Error`,
|
||||
description: msg`The document was created but could not be sent to recipients.`,
|
||||
}))
|
||||
.with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
|
||||
title: msg`Missing signature fields`,
|
||||
description: msg`The document could not be sent because some signers do not have a signature field. Please edit the template and add a signature field for each signer.`,
|
||||
}))
|
||||
.with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => ({
|
||||
title: msg`Error`,
|
||||
description: msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,
|
||||
|
||||
@@ -106,5 +106,5 @@
|
||||
"vite-plugin-babel-macros": "^1.0.6",
|
||||
"vite-tsconfig-paths": "^5.1.4"
|
||||
},
|
||||
"version": "2.15.0"
|
||||
"version": "2.16.0"
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user