Merge branch 'feat/refresh' into feat/mania

README.md

@@ -1,13 +1,11 @@
 <p align="center" style="margin-top: 120px">
-  <a href="https://github.com/documenso/documenso.com">
+  <a href="https://github.com/documenso/documenso">
    <img width="250px" src="https://github.com/documenso/documenso/assets/1309312/cd7823ec-4baa-40b9-be78-4acb3b1c73cb" alt="Documenso Logo">
   </a>
 
-  <h3 align="center">Open Source Signing Infrastructure</h3>
-
   <p align="center">
-    The DocuSign Open Source Alternative.
+  The Open Source DocuSign Alternative.
-    <br />
+  <br>
     <a href="https://documenso.com"><strong>Learn more »</strong></a>
     <br />
     <br />
@@ -22,12 +20,16 @@
 </p>
 
 <p align="center">
-   <a href="https://documen.so/discord"><img src="https://img.shields.io/badge/Discord-documen.so/discord-%235865F2" alt="Join Documenso on Discord"></a>
+   <a href="https://documen.so/discord"><img src="https://img.shields.io/badge/Discord-documen.so/discord-%235865F2" alt="Join Documenso on Discord"></a> 
    <a href="https://github.com/documenso/documenso/stargazers"><img src="https://img.shields.io/github/stars/documenso/documenso" alt="Github Stars"></a>
    <a href="https://github.com/documenso/documenso/blob/main/LICENSE"><img src="https://img.shields.io/badge/license-AGPLv3-purple" alt="License"></a>
    <a href="https://github.com/documenso/documenso/pulse"><img src="https://img.shields.io/github/commit-activity/m/documenso/documenso" alt="Commits-per-month"></a>
 </p>
 
+> **🚧 We're currently working on a large scale refactor which can be found on the [feat/refresh](https://github.com/documenso/documenso/tree/feat/refresh) branch.**
+>
+> **[Read more on why 👀](https://documenso.com/blog/why-were-doing-a-rewrite)**
+
 # Documenso 0.9 - Developer Preview
 
 <div>
@@ -63,18 +65,28 @@ Signing documents digitally is fast, easy and should be best practice for every
 
 ## Community and Next Steps 🎯
 
-The current project goal is to <b>[release a production ready version](https://github.com/documenso/documenso/milestone/1)</b> for self-hosting as soon as possible. If you want to help making that happen you can:
+We're currently working on a redesign of the application including a revamp of the codebase so Documenso can be more intuitive to use and robust to develop upon.
 
 - Check out the first source code release in this repository and test it
 - Tell us what you think in the current [Discussions](https://github.com/documenso/documenso/discussions)
-- Join the [Slack Channel](https://documen.so/slack) for any questions and getting to know to other community members
+- Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members
 - ⭐ the repository to help us raise awareness
 - Spread the word on Twitter, that Documenso is working towards a more open signing tool
 - Fix or create [issues](https://github.com/documenso/documenso/issues), that are needed for the first production release
 
 ## Contributing
 
-- To contribute please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+
+## Contact us
+
+Contact us if you are interested in our Enterprise plan for large organizations that need extra flexibility and control.
+
+<a href="https://cal.com/timurercan/enterprise-customers?utm_source=banner&utm_campaign=oss"><img alt="Book us with Cal.com" src="https://cal.com/book-with-cal-dark.svg" /></a>
+
+## Activity
+
+![Repository Activity](https://repobeats.axiom.co/api/embed/622a2e9aa709696f7226304b5b7178a5741b3868.svg)
 
 # Tech
 
@@ -89,10 +101,6 @@ Documenso is built using awesome open source tech including:
 - [Node SignPDF (Digital Signature)](https://github.com/vbuch/node-signpdf)
 - [React-PDF for viewing PDFs](https://github.com/wojtekmaj/react-pdf)
 - [PDF-Lib for PDF manipulation](https://github.com/Hopding/pdf-lib)
-- [Zod for schema declaration and validation](https://zod.dev/)
-- [Lucide React for icons in React app](https://lucide.dev/)
-- [Framer Motion for motion library](https://www.framer.com/motion/)
-- [Radix UI for component library](https://www.radix-ui.com/)
 - Check out `/package.json` and `/apps/web/package.json` for more
 - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned.
 
@@ -135,37 +143,47 @@ Your database will also be available on port `54320`. You can connect to it usin
 
 ## Developer Setup
 
+### Manual Setup
+
 Follow these steps to setup documenso on you local machine:
 
 - [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
   ```sh
   git clone https://github.com/documenso/documenso
   ```
-- Run <code>npm i</code> in root directory
+- Run `npm i` in root directory
-- Rename <code>.env.example</code> to <code>.env</code>
+- Rename `.env.example` to `.env`
 - Set DATABASE_URL value in .env file
   - You can use the provided test database url (may be wiped at any point)
   - Or setup a local postgres sql instance (recommended)
-- Create the database scheme by running <code>db-migrate:dev</code>
+- Create the database scheme by running `db-migrate:dev`
 - Setup your mail provider
-  - Set <code>SENDGRID_API_KEY</code> value in .env file
+  - Set `SENDGRID_API_KEY` value in .env file
   - You need a SendGrid account, which you can create [here](https://signup.sendgrid.com/).
-  - Documenso uses [Nodemailer](https://nodemailer.com/about/) so you can easily use your own SMTP server by setting the <code>SMTP\_\* variables</code> in your .env
+  - Documenso uses [Nodemailer](https://nodemailer.com/about/) so you can easily use your own SMTP server by setting the `SMTP
-- Run <code>npm run dev</code> root directory to start
+    \_
+  * variables` in your .env
+- Run `npm run dev` root directory to start
 - Register a new user at http://localhost:3000/signup
 
 ---
 
-- Optional: Seed the database using <code>npm run db-seed</code> to create a test user and document
+- Optional: Seed the database using `npm run db-seed` to create a test user and document
-- Optional: Upload and sign <code>apps/web/resources/example.pdf</code> manually to test your setup
+- Optional: Upload and sign `apps/web/resources/example.pdf` manually to test your setup
 
 - Optional: Create your own signing certificate
   - A demo certificate is provided in `/app/web/resources/certificate.p12`
   - To generate your own using these steps and a Linux Terminal or Windows Subsystem for Linux (WSL) see **[Create your own signing certificate](#creating-your-own-signing-certificate)**.
 
+### Run in Gitpod
+
+- Click below to launch a ready-to-use Gitpod workspace in your browser.
+
+[![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/#https://github.com/documenso/documenso)
+
 ## Updating
 
-- If you pull the newest version from main, using <code>git pull</code>, it may be necessary to regenerate your database client
+- If you pull the newest version from main, using `git pull`, it may be necessary to regenerate your database client
 - You can do this by running the generate command in `/packages/prisma`:
   ```sh
   npx prisma generate
@@ -176,16 +194,22 @@ Follow these steps to setup documenso on you local machine:
 
 For the digital signature of your documents you need a signing certificate in .p12 format (public and private key). You can buy one (not recommended for dev) or use the steps to create a self-signed one:
 
-1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:\
+1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
-   <code>openssl genrsa -out private.key 2048</code>
+
+   `openssl genrsa -out private.key 2048`
+
+2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:
+
+   `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
 
-2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:\
-   <code>openssl req -new -x509 -key private.key -out certificate.crt -days 365</code> \
    This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The -days parameter sets the number of days for which the certificate is valid.
-3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following command to do this: \
+
-   <code>openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt</code>
+3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following command to do this:
+
+   `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
+
 4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
-5. Place the certificate <code>/apps/web/resources/certificate.p12</code>
+5. Place the certificate `/apps/web/resources/certificate.p12`
 
 # Docker
 
@@ -193,16 +217,42 @@ For the digital signature of your documents you need a signing certificate in .p
 
 Want to create a production ready docker image? Follow these steps:
 
-- Run `./docker/build.sh` in the root directory.
+- cd into `docker` directory
-- Publish the image to your docker registry of choice.
+- Make `build.sh` executable by running `chmod +x build.sh`
+- Run `./build.sh` to start building the docker image.
+- Publish the image to your docker registry of choice (or) If you prefer running the image from local, run the below command
 
-# Deploying - Coming Soon™
+```
+docker run -d --restart=unless-stopped -p 3000:3000 -v documenso:/app/data --name documenso documenso:latest
+```
 
-- Docker support
+Command Breakdown:
-- One-Click-Deploy on Render.com Deploy
+- `-d` - Let's you run the container in background
+- `-p` - Passes down which ports to use. First half is the host port, Second half is the app port. You can change the first half anything you want and reverse proxy to that port.
+- `-v` - Volume let's you persist the data
+- `--name` - Name of the container
+- `documenso:latest` -  Image you have built
+
+# Deployment
+
+We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
+
+## Railway
+
+[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
+
+## Render
+
+[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
 
 # Troubleshooting
 
+## I'm not receiving any emails when using the developer quickstart
+
+When using the developer quickstart an [Inbucket](https://inbucket.org/) server will be spun up in a docker container that will store all outgoing email locally for you to view.
+
+The Web UI can be found at http://localhost:9000 while the SMTP port will be on localhost:2500.
+
 ## Support IPv6
 
 In case you are deploying to a cluster that uses only IPv6. You can use a custom command to pass a parameter to the NextJS start command

apps/marketing/content/blog/building-documenso-pt1.mdx

@@ -1,98 +1,98 @@
----
+---
-title: 'Building Documenso — Part 1: Certificates'
+title: 'Building Documenso — Part 1: Certificates'
-description: In today's fast-paced world, productivity and efficiency are crucial for success, both in personal and professional endeavors. We all strive to make the most of our time and energy to achieve our goals effectively. However, it's not always easy to stay on track and maintain peak performance. In this blog post, we'll explore 10 valuable tips to help you boost productivity and efficiency in your daily life.
+description: This is the first part of the new Building Documenso series, where I describe the challenges and design choices that we make while building the world’s most open signing platform.
-authorName: 'Timur Ercan'
+authorName: 'Timur Ercan'
-authorImage: '/blog/blog-author-timur.jpeg'
+authorImage: '/blog/blog-author-timur.jpeg'
-authorRole: 'Co-Founder'
+authorRole: 'Co-Founder'
-date: 2023-06-23
+date: 2023-06-23
-tags:
+tags:
-  - Open Source
+  - Open Source
-  - Document Signature
+  - Document Signature
-  - Certificates
+  - Certificates
-  - Signing
+  - Signing
----
+---
-
+
-<figure>
+<figure>
-  <MdxNextImage
+  <MdxNextImage
-    src="/blog/blog-banner-building-documenso.webp"
+    src="/blog/blog-banner-building-documenso.webp"
-    width="1200"
+    width="1200"
-    height="675"
+    height="675"
-    alt="Building Documenso blog banner"
+    alt="Building Documenso blog banner"
-  />
+  />
-
+
-  <figcaption className="text-center">
+  <figcaption className="text-center">
-    What actually is a signature?
+    What actually is a signature?
-  </figcaption>
+  </figcaption>
-</figure>
+</figure>
-
+
-> Disclaimer: I’m not a lawyer and this isn’t legal advice. We plan to publish a much more specific framework on the topic of signature validity.
+> Disclaimer: I’m not a lawyer and this isn’t legal advice. We plan to publish a much more specific framework on the topic of signature validity.
-
+
-This is the first installment of the new Building Documenso series, where I describe the challenges and design choices that we make while building the world’s most open signing platform.
+This is the first installment of the new Building Documenso series, where I describe the challenges and design choices that we make while building the world’s most open signing platform.
-
+
-As you may have heard, we launched the community-reviewed <a href="https://github.com/documenso/documenso" target="_blank">version 0.9 of Documenso on GitHub</a> recently and it’s now available through the early adopter’s plan. One of the most fundamental choices we had to make on this first release, was the choice of certificate. While it’s interesting to know what we opted for, this shall also serve as a guide for everyone facing the same choice for self-hosting Documenso.
+As you may have heard, we launched the community-reviewed <a href="https://github.com/documenso/documenso" target="_blank">version 0.9 of Documenso on GitHub</a> recently and it’s now available through the early adopter’s plan. One of the most fundamental choices we had to make on this first release, was the choice of certificate. While it’s interesting to know what we opted for, this shall also serve as a guide for everyone facing the same choice for self-hosting Documenso.
-
+
-> Question: Why do I need a document signing certificate to self-host?
+> Question: Why do I need a document signing certificate to self-host?
->
+>
-> Short Answer: Inserting the images of a signature into the document is only part of the signing process.
+> Short Answer: Inserting the images of a signature into the document is only part of the signing process.
-
+
-To have an actual digitally signed document you need a document signing certificate that is used to create the digital signature that is inserted into the document, alongside the visible one¹.
+To have an actual digitally signed document you need a document signing certificate that is used to create the digital signature that is inserted into the document, alongside the visible one¹.
-
+
-When hosting a signature service yourself, as we do, there are four main choices for handling the certificate: Not using a certificate, creating your own, buying a trusted certificate, and becoming and trusted service provider to issue your own trusted certificate.
+When hosting a signature service yourself, as we do, there are four main choices for handling the certificate: Not using a certificate, creating your own, buying a trusted certificate, and becoming and trusted service provider to issue your own trusted certificate.
-
+
-## 1\. No Certificate
+## 1\. No Certificate
-
+
-A lot of signing services actually don’t employ actual digital signatures besides the inserted image. The only insert and image of the signatures into the document you sign. This can be done and is legally acceptable in many cases. This option isn’t directly supported by Documenso without changing the code.
+A lot of signing services actually don’t employ actual digital signatures besides the inserted image. The only insert and image of the signatures into the document you sign. This can be done and is legally acceptable in many cases. This option isn’t directly supported by Documenso without changing the code.
-
+
-## 2\. Create your own
+## 2\. Create your own
-
+
-Since the cryptography behind certificates is freely available as open source you could generate your own using OpenSSL for example. Since it’s hardly more work than option 1 (using Documenso at least), this would be my minimum effort recommendation. Having a self-created (“self-signed”) certificate doesn’t add much in terms of regulation but it guarantees the document’s integrity, meaning no changes have been made after signing². What this doesn’t give you, is the famous green checkmark in Adobe Acrobat. Why? Because you aren’t on the list of providers Adobe “trusts”.³
+Since the cryptography behind certificates is freely available as open source you could generate your own using OpenSSL for example. Since it’s hardly more work than option 1 (using Documenso at least), this would be my minimum effort recommendation. Having a self-created (“self-signed”) certificate doesn’t add much in terms of regulation but it guarantees the document’s integrity, meaning no changes have been made after signing². What this doesn’t give you, is the famous green checkmark in Adobe Acrobat. Why? Because you aren’t on the list of providers Adobe “trusts”.³
-
+
-## 3\. Buy a “trusted” certificate.
+## 3\. Buy a “trusted” certificate.
-
+
-There are Certificate Authorities (CAs) that can sell you a certificate⁴. The service they provide is, that they validate your name (personal certificates) or your organization’s name (corporate certificate) before creating your certificate for you, just like you did in option 2. The difference is, that they are listed on the previously mentioned trust lists (e.g. Adobe’s) and thus the resulting signatures get a nice, green checkmark in Adobe Reader⁵
+There are Certificate Authorities (CAs) that can sell you a certificate⁴. The service they provide is, that they validate your name (personal certificates) or your organization’s name (corporate certificate) before creating your certificate for you, just like you did in option 2. The difference is, that they are listed on the previously mentioned trust lists (e.g. Adobe’s) and thus the resulting signatures get a nice, green checkmark in Adobe Reader⁵
-
+
-## 4\. Becoming a Trusted Certificate Authority (CA) yourself and create your own certificate
+## 4\. Becoming a Trusted Certificate Authority (CA) yourself and create your own certificate
-
+
-This option is an incredibly complex endeavour, requiring a lot of effort and skill. It can be done, as there are multiple CAs around the world. Is it worth the effort? That depends a lot on what you’re trying to accomplish.
+This option is an incredibly complex endeavour, requiring a lot of effort and skill. It can be done, as there are multiple CAs around the world. Is it worth the effort? That depends a lot on what you’re trying to accomplish.
-
+
-<center>.&nbsp;&nbsp;.&nbsp;&nbsp;.</center>
+<center>.&nbsp;&nbsp;.&nbsp;&nbsp;.</center>
-
+
-## What we did
+## What we did
-
+
-Having briefly introduced the options, here is what we did: Since we aim to raise the bar on digital signature proliferation and trust, we opted to buy an “Advanced Personal Certificates for Companies/Organisations” from WiseKey. Thus, documents signed with Documenso’s hosted version look like this:
+Having briefly introduced the options, here is what we did: Since we aim to raise the bar on digital signature proliferation and trust, we opted to buy an “Advanced Personal Certificates for Companies/Organisations” from WiseKey. Thus, documents signed with Documenso’s hosted version look like this:
-
+
-<figure>
+<figure>
-  <MdxNextImage
+  <MdxNextImage
-    src="/blog/blog-fig-building-documenso.webp"
+    src="/blog/blog-fig-building-documenso.webp"
-    width="1262"
+    width="1262"
-    height="481"
+    height="481"
-    alt="Figure 1"
+    alt="Figure 1"
-  />
+  />
-
+
-  <figcaption className="text-center">The famous green checkmark: Signed by hosted Documenso</figcaption>
+  <figcaption className="text-center">The famous green checkmark: Signed by hosted Documenso</figcaption>
-</figure>
+</figure>
-
+
-There weren’t any deeper reasons we choose WiseKey, other than they offered what we needed and there wasn’t any reason to look much further. While I didn’t map the entire certificate market offering (yet), I’m pretty sure something similar could be found elsewhere. While we opted for option 3, choosing option 2 might be perfectly reasonable considering your use case.⁶
+There weren’t any deeper reasons we choose WiseKey, other than they offered what we needed and there wasn’t any reason to look much further. While I didn’t map the entire certificate market offering (yet), I’m pretty sure something similar could be found elsewhere. While we opted for option 3, choosing option 2 might be perfectly reasonable considering your use case.⁶
-
+
-> While this is our setup, for now, we have a bigger plan for this topic. While globally trusted SSL Certificates have been available for free, courtesy of Let’s Encrypt, for a while now, there is no such thing as document signing. And there should be. Not having free and trusted infrastructure for signing is blocking a completely new generation of signing products from being created. This is why we’ll start working on option 4 when the time is right.
+> While this is our setup, for now, we have a bigger plan for this topic. While globally trusted SSL Certificates have been available for free, courtesy of Let’s Encrypt, for a while now, there is no such thing as document signing. And there should be. Not having free and trusted infrastructure for signing is blocking a completely new generation of signing products from being created. This is why we’ll start working on option 4 when the time is right.
-
+
-Do you have questions or thoughts about this? As always, let me know in the comments, on <a href="http://twitter.com/eltimuro" target="_blank">twitter.com/eltimuro</a>
+Do you have questions or thoughts about this? As always, let me know in the comments, on <a href="http://twitter.com/eltimuro" target="_blank">twitter.com/eltimuro</a>
-or directly: <a href="https://documen.so/timur" target="_blank">documen.so/timur</a>
+or directly: <a href="https://documen.so/timur" target="_blank">documen.so/timur</a>
-
+
-Join the self-hoster community here: <a href="https://documenso.slack.com/" target="_blank">https://documenso.slack.com/</a>
+Join the self-hoster community here: <a href="https://documen.so/discord" target="_blank">https://documen.so/discord</a>
-
+
-Best from Hamburg
+Best from Hamburg
-
+
-Timur
+Timur
-
+
-\[1\] There are different approaches to signing a document. For the sake of simplicity, here we talk about a document with X inserted signature images, that is afterward signed once the by signing service, i.e. Documenso. If each visual signature should have its own digital one (e.g. QES — eIDAS Level 3), the case is a bit more complex.
+\[1\] There are different approaches to signing a document. For the sake of simplicity, here we talk about a document with X inserted signature images, that is afterward signed once the by signing service, i.e. Documenso. If each visual signature should have its own digital one (e.g. QES — eIDAS Level 3), the case is a bit more complex.
-
+
-\[2\] Of course, the signing service provider technically can change and resign the document, especially in the case mentioned in \[1\]. This can be countered by requiring actual digital signatures from each signer, that are bound to their identity/ account. Creating a completely trustless system in the context however is extremely hard to do and not the most pressing business need for the industry at this point, in my opinion. Though, this would be nice.
+\[2\] Of course, the signing service provider technically can change and resign the document, especially in the case mentioned in \[1\]. This can be countered by requiring actual digital signatures from each signer, that are bound to their identity/ account. Creating a completely trustless system in the context however is extremely hard to do and not the most pressing business need for the industry at this point, in my opinion. Though, this would be nice.
-
+
-\[3\] Adobe, like the EU, has a list of organizations they trust. The Adobe green checkmark is powered by the Adobe trust list, if you want to be trusted by EU standards here: <a href="https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation" target="_blank">https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation</a>, you need to be on the EU trust list. Getting on each list is possible, though the latter is much more work.
+\[3\] Adobe, like the EU, has a list of organizations they trust. The Adobe green checkmark is powered by the Adobe trust list, if you want to be trusted by EU standards here: <a href="https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation" target="_blank">https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation</a>, you need to be on the EU trust list. Getting on each list is possible, though the latter is much more work.
-
+
-\[4\] Technically, they sign your certificate creation request (created by you), containing your info with their certificate (which is trusted), making your certificate trusted. This way, everything you sign with your certificate is seen as trusted. They created their certificate just like you, the difference is they are on the lists, mentioned in \[3\]
+\[4\] Technically, they sign your certificate creation request (created by you), containing your info with their certificate (which is trusted), making your certificate trusted. This way, everything you sign with your certificate is seen as trusted. They created their certificate just like you, the difference is they are on the lists, mentioned in \[3\]
-
+
-\[5\] Why does Adobe get to say, what is trusted? They simply happen to have the most used pdf viewer. And since everyone checks there, whom they consider trusted carries weight. If it should be like this, is a different matter.
+\[5\] Why does Adobe get to say, what is trusted? They simply happen to have the most used pdf viewer. And since everyone checks there, whom they consider trusted carries weight. If it should be like this, is a different matter.
-
+
-\[6\] Self-Signed signatures, even purely visual signatures, are fully legally binding. Why you use changes mainly your confidence in the signature and the burden of proof. Also, some industries require a certain level of signatures e.g. retail loans (QES/ eIDAS Level 3 in the EU).
+\[6\] Self-Signed signatures, even purely visual signatures, are fully legally binding. Why you use changes mainly your confidence in the signature and the burden of proof. Also, some industries require a certain level of signatures e.g. retail loans (QES/ eIDAS Level 3 in the EU).

apps/marketing/content/blog/why-were-doing-a-rewrite.mdx

@@ -0,0 +1,113 @@
+---
+title: Why we're doing a rewrite
+description: As we move beyond MVP and onto creating the open signing infrastructure we all deserve we need to take a quick pit-stop.
+authorName: 'Lucas Smith'
+authorImage: '/blog/blog-author-lucas.png'
+authorRole: 'Co-Founder'
+date: 2023-08-05
+tags:
+  - Community
+  - Development
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/blog-banner-rewrite.png"
+    width="1260"
+    height="630"
+    alt="Next generation documenso"
+  />
+
+  <figcaption className="text-center">
+    The next generation of Documenso and signing infrastructure.
+  </figcaption>
+</figure>
+
+> TLDR; We're rewriting Documenso to move on from our MVP foundations and create an even better base for the project. This rewrite will provide us the opportunity to fix a few things within the project while enabling a faster development process moving forward.
+
+# Introduction
+
+At Documenso, we're building the next generation of signing infrastructure with a focus on making it inclusive and accessible for all. To do this we need to ensure that the software we write is also inclusive and accessible and for this reason we’ve decided to take a step back and perform a _quick_ rewrite.
+
+Although we've achieved validated MVP status and gained paying customers, we're still quite far from our goal of creating a trusted, open signing experience. To move closer to that future, we need to step back and focus on the project's foundations to ensure we can solve all the items we set out to on our current homepage.
+
+Fortunately, this wasn't a case of someone joining the team and proposing a rewrite due to a lack of understanding of the codebase and context surrounding it. Prior to joining Documenso as a co-founder, I had spent an extensive amount of time within the Documenso codebase and had a fairly intimate understanding of what was happening for the most part. This knowledge allowed me to make the fair and simultaneously hard call to take a quick pause so we can rebuild our current foundations to enable accessibility and a faster delivery time in the future.
+
+# The Reasoning: TypeScript
+
+Our primary reason for the rewrite is to better leverage the tools and technologies we've already chosen, namely TypeScript. While Documenso currently uses TypeScript, it's not fully taking advantage of its safety features, such as generics and type guards.
+
+The codebase currently has several instances of `any` types, which is expected when working in an unknown domain where object models aren't fully understood before exploration and experimentation. These `any`s initially sped up development, but have since become a hindrance due to the lack of type information, combined with prop drilling. As a result, it's necessary to go through a lot of context to understand the root of any given issue.
+
+The rewrite is using TypeScript to its full potential, ensuring that every interaction is strongly typed, both through general TypeScript tooling and the introduction of [Zod](https://github.com/colinhacks/zod), a validation library with excellent TypeScript support. With these choices, we can ensure that the codebase is robust to various inputs and states, as most issues will be caught during compile time and flagged within a developer's IDE.
+
+# The Reasoning: Stronger API contracts
+
+In line with our pattern of creating strongly typed contracts, we've decided to use [tRPC](https://github.com/trpc/trpc) for our internal API. This enables us to share types between our frontend and backend and establish a solid contract for interactions between the two. This is in contrast to the currently untyped API endpoints in Documenso, which are accessed using the `fetch` API that is itself untyped.
+
+Using tRPC drastically reduces the chance of failures resulting from mundane things like argument or response shape changes during updates and upgrades. We made this decision easily because tRPC is a mature technology with no signs of losing momentum any time soon.
+
+Additionally, many of our open-source friends have made the same choice for similar reasons.
+
+# The Reasoning: Choosing exciting technologies
+
+Although we already work with what I consider to be a fun stack that includes Next.js, Prisma, Tailwind, and more, it's no secret that contributors enjoy working with new technologies that benefit them in their own careers and projects.
+
+To take advantage of this, we have decided to use Next.js 13 and React's new server component and actions architecture. Server components are currently popular among developers, with many loving and hating them at the same time.
+
+I have personally worked with server components and actions since they were first released in October 2022 and have dealt with most of the hiccups and limitations along the way. Now, in July 2023, I believe they are in a much more stable place and are ready to be adopted, with their benefits being recognised by many.
+
+By choosing to use server components and actions, we hope to encourage the community to participate more than they otherwise might. However, we are only choosing this because it has become more mature and stable. We will not choose things that are less likely to become the de-facto solution in the future, as we do not wish to inherit a pile of tech debt later on.
+
+# The Reasoning: Allowing concurrent work
+
+Another compelling reason for the rewrite was to effectively modularise code so we can work on features concurrently and without issue. This means extracting as much as possible out of components, API handlers and more and into a set of methods and functions that attempt to focus on just one thing.
+
+In performing this work we should be able to easily make refactors and other changes to various parts of the code without stepping on each others feet, this also grants us the ability to upgrade or deprecate items as required by sticking to the contract of the previous method.
+
+Additionally, this makes testing a much easier task as we can focus more on units of work rather than extensive end to end testing although we aim to have both, just not straight away.
+
+# The Reasoning: Licensing of work
+
+Another major reasoning for the rewrite is to ensure that all work performed on the project by both our internal team and external contributors is licensed in a way that benefits the project long-term. Prior to the rewrite contributors would create pull requests that would be merged in without any further process outside of the common code-review and testing cycles.
+
+This was fine for the most part since we were simply working on the MVP but now as we move towards an infrastructure focus we intend on taking on enterprise clients who will have a need for a non-GPLv3 license since interpretations of it can be quite harmful to private hosting, to facilitate this we will require contributors to sign a contributor license agreement (CLA) prior to their changes being merged which will assign a perpetual license for us to use their code and relicense it as required such as for the use-case above.
+
+While some might cringe at the idea of signing a CLA, we want to offer a compelling enterprise offering through means of dual-licensing. Great enterprise adoption is one of the cornerstones of our strategy and will be key to funding community and product development long-term.
+
+_Do note that the above does not mean that we will ever go closed-source, it’s a point in our investor agreements that [https://github.com/documenso/documenso](https://github.com/documenso/documenso) will always remain available and open-source._
+
+# Goals and Non-Goals
+
+Rewriting an application is a monumental task that I have taken on and rejected many times in my career. As I get older, I become more hesitant to perform these rewrites because I understand that systems carry a lot of context and history. This makes them better suited for piecemeal refactoring instead, which avoids learning the lessons of the past all over again during the launch of the rewrite.
+
+To ensure that we aren't just jumping off the deep end, I have set out a list of goals and non-goals to keep this rewrite lean and affordable.
+
+### Goals
+
+- Provide a clean design and interface for the newly rewritten application that creates a sense of trust and security at first glance.
+- Create a stable foundation and architecture that will allow for growth into our future roadmap items (teams, automation, workflows, etc.).
+- Create a robust system that requires minimal context through strong contracts and typing.
+
+### Non-Goals
+
+- Change the database schema (we don't want to make migration harder than it needs to be, thus all changes must be additive).
+- Add too many features that weren't in the system prior to the rewrite.
+- Remove any features that were in the older version of Documenso, such as free signatures (signatures that have no corresponding field).
+
+# Rollout Plan
+
+Thanks to the constraints listed above our rollout will hopefully be fairly painless, still to be safe we plan on doing the following.
+
+1.  In the current [testing environment](https://test.documenso.com), create and sign a number of documents leaving many in varying states of completion.
+2.  Deploy the rewrite to the testing environment and verify that all existing documents and information is retrievable and modifiable without any issue.
+3.  Create another set of documents using the new rewrite and verify that all interactions between authoring and signing work as expected.
+4.  Repeat this until we reach a general confidence level (expectation of two weeks).
+
+Once we’ve reached the desired confidence level with our testing environment we will look to deploy the rewrite to the production environment ensuring that we’ve performed all the required backups in the event of a catastrophic failure.
+
+# Want to help out?
+
+We’re currently working on the **[feat/refresh](https://github.com/documenso/documenso/tree/feat/refresh)** branch on GitHub, we aim to have a CLA available to sign in the coming days so we can start accepting external contributions asap. While we’re nearing the end-stage of the rewrite we will be throwing up a couple of bounties shortly for things like [Husky](https://github.com/typicode/husky) and [Changesets](https://github.com/changesets/changesets).
+
+Keep an eye on our [GitHub issues](https://github.com/documenso/documenso/issues) to stay up to date!

apps/web/next.config.js

@@ -1,5 +1,6 @@
 /* eslint-disable @typescript-eslint/no-var-requires */
 const path = require('path');
+const { version } = require('./package.json');
 
 const { parsed: env } = require('dotenv').config({
   path: path.join(__dirname, '../../.env.local'),
@@ -18,7 +19,10 @@ const config = {
     '@documenso/ui',
     '@documenso/email',
   ],
-  env,
+  env: {
+    ...env,
+    APP_VERSION: version,
+  },
   modularizeImports: {
     'lucide-react': {
       transform: 'lucide-react/dist/esm/icons/{{ kebabCase member }}',

apps/web/src/app/(dashboard)/admin/layout.tsx

@@ -0,0 +1,30 @@
+import React from 'react';
+
+import { redirect } from 'next/navigation';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-session';
+import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
+
+import { AdminNav } from './nav';
+
+export type AdminSectionLayoutProps = {
+  children: React.ReactNode;
+};
+
+export default async function AdminSectionLayout({ children }: AdminSectionLayoutProps) {
+  const user = await getRequiredServerComponentSession();
+
+  if (!isAdmin(user)) {
+    redirect('/documents');
+  }
+
+  return (
+    <div className="mx-auto mt-16 w-full max-w-screen-xl px-4 md:px-8">
+      <div className="grid grid-cols-12 gap-x-8 md:mt-8">
+        <AdminNav className="col-span-12 md:col-span-3 md:flex" />
+
+        <div className="col-span-12 mt-12 md:col-span-9 md:mt-0">{children}</div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/admin/nav.tsx

@@ -0,0 +1,47 @@
+'use client';
+
+import { HTMLAttributes } from 'react';
+
+import Link from 'next/link';
+import { usePathname } from 'next/navigation';
+
+import { BarChart3, User2 } from 'lucide-react';
+
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+
+export type AdminNavProps = HTMLAttributes<HTMLDivElement>;
+
+export const AdminNav = ({ className, ...props }: AdminNavProps) => {
+  const pathname = usePathname();
+
+  return (
+    <div className={cn('flex gap-x-2.5 gap-y-2 md:flex-col', className)} {...props}>
+      <Button
+        variant="ghost"
+        className={cn(
+          'justify-start md:w-full',
+          pathname?.startsWith('/admin/stats') && 'bg-secondary',
+        )}
+        asChild
+      >
+        <Link href="/admin/stats">
+          <BarChart3 className="mr-2 h-5 w-5" />
+          Stats
+        </Link>
+      </Button>
+
+      <Button
+        variant="ghost"
+        className={cn(
+          'justify-start md:w-full',
+          pathname?.startsWith('/admin/users') && 'bg-secondary',
+        )}
+        disabled
+      >
+        <User2 className="mr-2 h-5 w-5" />
+        Users (Coming Soon)
+      </Button>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/admin/page.tsx

@@ -0,0 +1,5 @@
+import { redirect } from 'next/navigation';
+
+export default function Admin() {
+  redirect('/admin/stats');
+}

apps/web/src/app/(dashboard)/admin/stats/page.tsx

@@ -0,0 +1,75 @@
+import {
+  File,
+  FileCheck,
+  FileClock,
+  FileEdit,
+  Mail,
+  MailOpen,
+  PenTool,
+  User as UserIcon,
+  UserPlus2,
+  UserSquare2,
+} from 'lucide-react';
+
+import { getDocumentStats } from '@documenso/lib/server-only/admin/get-documents-stats';
+import { getRecipientsStats } from '@documenso/lib/server-only/admin/get-recipients-stats';
+import {
+  getUsersCount,
+  getUsersWithSubscriptionsCount,
+} from '@documenso/lib/server-only/admin/get-users-stats';
+
+import { CardMetric } from '~/components/(dashboard)/metric-card/metric-card';
+
+export default async function AdminStatsPage() {
+  const [usersCount, usersWithSubscriptionsCount, docStats, recipientStats] = await Promise.all([
+    getUsersCount(),
+    getUsersWithSubscriptionsCount(),
+    getDocumentStats(),
+    getRecipientsStats(),
+  ]);
+
+  return (
+    <div>
+      <h2 className="text-4xl font-semibold">Instance Stats</h2>
+
+      <div className="mt-8 grid flex-1 grid-cols-1 gap-4 md:grid-cols-4">
+        <CardMetric icon={UserIcon} title="Total Users" value={usersCount} />
+        <CardMetric icon={File} title="Total Documents" value={docStats.ALL} />
+        <CardMetric
+          icon={UserPlus2}
+          title="Active Subscriptions"
+          value={usersWithSubscriptionsCount}
+        />
+        <CardMetric icon={UserPlus2} title="App Version" value={`v${process.env.APP_VERSION}`} />
+      </div>
+
+      <div className="mt-16 grid grid-cols-1 gap-8 md:grid-cols-2">
+        <div>
+          <h3 className="text-3xl font-semibold">Document metrics</h3>
+
+          <div className="mt-8 grid flex-1 grid-cols-2 gap-4">
+            <CardMetric icon={File} title="Total Documents" value={docStats.ALL} />
+            <CardMetric icon={FileEdit} title="Drafted Documents" value={docStats.DRAFT} />
+            <CardMetric icon={FileClock} title="Pending Documents" value={docStats.PENDING} />
+            <CardMetric icon={FileCheck} title="Completed Documents" value={docStats.COMPLETED} />
+          </div>
+        </div>
+
+        <div>
+          <h3 className="text-3xl font-semibold">Recipients metrics</h3>
+
+          <div className="mt-8 grid flex-1 grid-cols-2 gap-4">
+            <CardMetric
+              icon={UserSquare2}
+              title="Total Recipients"
+              value={recipientStats.TOTAL_RECIPIENTS}
+            />
+            <CardMetric icon={Mail} title="Documents Received" value={recipientStats.SENT} />
+            <CardMetric icon={MailOpen} title="Documents Viewed" value={recipientStats.OPENED} />
+            <CardMetric icon={PenTool} title="Signatures Collected" value={recipientStats.SIGNED} />
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/dashboard/page.tsx

@@ -1,124 +0,0 @@
-import Link from 'next/link';
-
-import { Clock, File, FileCheck } from 'lucide-react';
-
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-session';
-import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
-import { getStats } from '@documenso/lib/server-only/document/get-stats';
-import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
-import {
-  Table,
-  TableBody,
-  TableCell,
-  TableHead,
-  TableHeader,
-  TableRow,
-} from '@documenso/ui/primitives/table';
-
-import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
-import { CardMetric } from '~/components/(dashboard)/metric-card/metric-card';
-import { DocumentStatus } from '~/components/formatter/document-status';
-import { LocaleDate } from '~/components/formatter/locale-date';
-
-import { UploadDocument } from './upload-document';
-
-const CARD_DATA = [
-  {
-    icon: FileCheck,
-    title: 'Completed',
-    status: InternalDocumentStatus.COMPLETED,
-  },
-  {
-    icon: File,
-    title: 'Drafts',
-    status: InternalDocumentStatus.DRAFT,
-  },
-  {
-    icon: Clock,
-    title: 'Pending',
-    status: InternalDocumentStatus.PENDING,
-  },
-];
-
-export default async function DashboardPage() {
-  const user = await getRequiredServerComponentSession();
-
-  const [stats, results] = await Promise.all([
-    getStats({
-      user,
-    }),
-    findDocuments({
-      userId: user.id,
-      perPage: 10,
-    }),
-  ]);
-
-  return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-      <h1 className="text-4xl font-semibold">Dashboard</h1>
-
-      <div className="mt-8 grid grid-cols-1 gap-4 md:grid-cols-3">
-        {CARD_DATA.map((card) => (
-          <Link key={card.status} href={`/documents?status=${card.status}`}>
-            <CardMetric icon={card.icon} title={card.title} value={stats[card.status]} />
-          </Link>
-        ))}
-      </div>
-
-      <div className="mt-12">
-        <UploadDocument />
-
-        <h2 className="mt-8 text-2xl font-semibold">Recent Documents</h2>
-
-        <div className="border-border mt-8 overflow-x-auto rounded-lg border">
-          <Table>
-            <TableHeader>
-              <TableRow>
-                <TableHead className="w-[100px]">ID</TableHead>
-                <TableHead>Title</TableHead>
-                <TableHead>Reciepient</TableHead>
-                <TableHead>Status</TableHead>
-                <TableHead className="text-right">Created</TableHead>
-              </TableRow>
-            </TableHeader>
-            <TableBody>
-              {results.data.map((document) => {
-                return (
-                  <TableRow key={document.id}>
-                    <TableCell className="font-medium">{document.id}</TableCell>
-                    <TableCell>
-                      <Link
-                        href={`/documents/${document.id}`}
-                        className="focus-visible:ring-ring ring-offset-background rounded-md font-medium hover:underline focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2"
-                      >
-                        {document.title}
-                      </Link>
-                    </TableCell>
-
-                    <TableCell>
-                      <StackAvatarsWithTooltip recipients={document.Recipient} />
-                    </TableCell>
-
-                    <TableCell>
-                      <DocumentStatus status={document.status} />
-                    </TableCell>
-                    <TableCell className="text-right">
-                      <LocaleDate date={document.created} />
-                    </TableCell>
-                  </TableRow>
-                );
-              })}
-              {results.data.length === 0 && (
-                <TableRow>
-                  <TableCell colSpan={4} className="h-24 text-center">
-                    No results.
-                  </TableCell>
-                </TableRow>
-              )}
-            </TableBody>
-          </Table>
-        </div>
-      </div>
-    </div>
-  );
-}

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -136,7 +136,7 @@ export const EditDocumentForm = ({
         duration: 5000,
       });
 
-      router.push('/dashboard');
+      router.push('/documents');
     } catch (err) {
       console.error(err);
 

apps/web/src/app/(dashboard)/documents/data-table-title.tsx

@@ -0,0 +1,56 @@
+'use client';
+
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+import { match } from 'ts-pattern';
+
+import { Document, Recipient, User } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Document & {
+    User: Pick<User, 'id' | 'name' | 'email'>;
+    Recipient: Recipient[];
+  };
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  const recipient = row.Recipient.find((recipient) => recipient.email === session.user.email);
+
+  const isOwner = row.User.id === session.user.id;
+  const isRecipient = !!recipient;
+
+  return match({
+    isOwner,
+    isRecipient,
+  })
+    .with({ isOwner: true }, () => (
+      <Link
+        href={`/documents/${row.id}`}
+        title={row.title}
+        className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
+      >
+        {row.title}
+      </Link>
+    ))
+    .with({ isRecipient: true }, () => (
+      <Link
+        href={`/sign/${recipient?.token}`}
+        title={row.title}
+        className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
+      >
+        {row.title}
+      </Link>
+    ))
+    .otherwise(() => (
+      <span className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]">
+        {row.title}
+      </span>
+    ));
+};

apps/web/src/app/(dashboard)/documents/data-table.tsx

@@ -2,9 +2,8 @@
 
 import { useTransition } from 'react';
 
-import Link from 'next/link';
-
 import { Loader } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { FindResultSet } from '@documenso/lib/types/find-result-set';
@@ -18,6 +17,7 @@ import { LocaleDate } from '~/components/formatter/locale-date';
 
 import { DataTableActionButton } from './data-table-action-button';
 import { DataTableActionDropdown } from './data-table-action-dropdown';
+import { DataTableTitle } from './data-table-title';
 
 export type DocumentsDataTableProps = {
   results: FindResultSet<
@@ -29,6 +29,7 @@ export type DocumentsDataTableProps = {
 };
 
 export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
+  const { data: session } = useSession();
   const [isPending, startTransition] = useTransition();
 
   const updateSearchParams = useUpdateSearchParams();
@@ -42,25 +43,22 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
     });
   };
 
+  if (!session) {
+    return null;
+  }
+
   return (
     <div className="relative">
       <DataTable
         columns={[
           {
-            header: 'ID',
+            header: 'Created',
-            accessorKey: 'id',
+            accessorKey: 'created',
+            cell: ({ row }) => <LocaleDate date={row.getValue('created')} />,
           },
           {
             header: 'Title',
-            cell: ({ row }) => (
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
-              <Link
-                href={`/documents/${row.original.id}`}
-                title={row.original.title}
-                className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
-              >
-                {row.original.title}
-              </Link>
-            ),
           },
           {
             header: 'Recipient',
@@ -74,11 +72,6 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
             accessorKey: 'status',
             cell: ({ row }) => <DocumentStatus status={row.getValue('status')} />,
           },
-          {
-            header: 'Created',
-            accessorKey: 'created',
-            cell: ({ row }) => <LocaleDate date={row.getValue('created')} />,
-          },
           {
             header: 'Actions',
             cell: ({ row }) => (
@@ -95,7 +88,7 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
         totalPages={results.totalPages}
         onPaginationChange={onPaginationChange}
       >
-        {(table) => <DataTablePagination table={table} />}
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
       </DataTable>
 
       {isPending && (

apps/web/src/app/(dashboard)/documents/page.tsx

@@ -11,8 +11,8 @@ import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-
 import { PeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
 import { DocumentStatus } from '~/components/formatter/document-status';
 
-import { UploadDocument } from '../dashboard/upload-document';
 import { DocumentsDataTable } from './data-table';
+import { UploadDocument } from './upload-document';
 
 export type DocumentsPageProps = {
   searchParams?: {
@@ -81,6 +81,7 @@ export default async function DocumentsPage({ searchParams = {} }: DocumentsPage
                   {value !== ExtendedDocumentStatus.ALL && (
                     <span className="ml-1 hidden opacity-50 md:inline-block">
                       {Math.min(stats[value], 99)}
+                      {stats[value] > 99 && '+'}
                     </span>
                   )}
                 </Link>

apps/web/src/app/(dashboard)/settings/billing/page.tsx

@@ -21,16 +21,18 @@ export default async function BillingSettingsPage() {
     redirect('/settings/profile');
   }
 
-  let subscription = await getSubscriptionByUserId({ userId: user.id });
+  const subscription = await getSubscriptionByUserId({ userId: user.id }).then(async (sub) => {
+    if (sub) {
+      return sub;
+    }
 
-  // If we don't have a customer record, create one as well as an empty subscription.
+    // If we don't have a customer record, create one as well as an empty subscription.
-  if (!subscription?.customerId) {
+    return createCustomer({ user });
-    subscription = await createCustomer({ user });
+  });
-  }
 
   let billingPortalUrl = '';
 
-  if (subscription?.customerId) {
+  if (subscription.customerId) {
     billingPortalUrl = await getPortalSession({
       customerId: subscription.customerId,
       returnUrl: `${process.env.NEXT_PUBLIC_SITE_URL}/settings/billing`,

apps/web/src/app/layout.tsx

@@ -2,6 +2,8 @@ import { Suspense } from 'react';
 
 import { Caveat, Inter } from 'next/font/google';
 
+import { LocaleProvider } from '@documenso/lib/client-only/providers/locale';
+import { getLocale } from '@documenso/lib/server-only/headers/get-locale';
 import { TrpcProvider } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Toaster } from '@documenso/ui/primitives/toaster';
@@ -45,6 +47,8 @@ export const metadata = {
 export default async function RootLayout({ children }: { children: React.ReactNode }) {
   const flags = await getServerComponentAllFlags();
 
+  const locale = getLocale();
+
   return (
     <html
       lang="en"
@@ -63,16 +67,18 @@ export default async function RootLayout({ children }: { children: React.ReactNo
       </Suspense>
 
       <body>
-        <FeatureFlagProvider initialFlags={flags}>
+        <LocaleProvider locale={locale}>
-          <PlausibleProvider>
+          <FeatureFlagProvider initialFlags={flags}>
-            <ThemeProvider attribute="class" defaultTheme="system" enableSystem>
+            <PlausibleProvider>
-              <TooltipProvider>
+              <ThemeProvider attribute="class" defaultTheme="system" enableSystem>
-                <TrpcProvider>{children}</TrpcProvider>
+                <TooltipProvider>
-              </TooltipProvider>
+                  <TrpcProvider>{children}</TrpcProvider>
-            </ThemeProvider>
+                </TooltipProvider>
-          </PlausibleProvider>
+              </ThemeProvider>
-          <Toaster />
+            </PlausibleProvider>
-        </FeatureFlagProvider>
+            <Toaster />
+          </FeatureFlagProvider>
+        </LocaleProvider>
       </body>
     </html>
   );

apps/web/src/components/(dashboard)/avatar/stack-avatar.tsx

@@ -15,7 +15,7 @@ export type StackAvatarProps = {
   type: 'unsigned' | 'waiting' | 'opened' | 'completed';
 };
 
-export const StackAvatar = ({ first, zIndex, fallbackText, type }: StackAvatarProps) => {
+export const StackAvatar = ({ first, zIndex, fallbackText = '', type }: StackAvatarProps) => {
   let classes = '';
   let zIndexClass = '';
   const firstClass = first ? '' : '-ml-3';
@@ -48,7 +48,7 @@ export const StackAvatar = ({ first, zIndex, fallbackText, type }: StackAvatarPr
         ${firstClass}
         dark:border-border h-10 w-10 border-2 border-solid border-white`}
     >
-      <AvatarFallback className={classes}>{fallbackText ?? 'UK'}</AvatarFallback>
+      <AvatarFallback className={classes}>{fallbackText}</AvatarFallback>
     </Avatar>
   );
 };

apps/web/src/components/(dashboard)/avatar/stack-avatars-with-tooltip.tsx

@@ -1,5 +1,5 @@
-import { initials } from '@documenso/lib/client-only/recipient-initials';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { Recipient } from '@documenso/prisma/client';
 import {
   Tooltip,
@@ -56,7 +56,7 @@ export const StackAvatarsWithTooltip = ({
                       first={true}
                       key={recipient.id}
                       type={getRecipientType(recipient)}
-                      fallbackText={initials(recipient.name)}
+                      fallbackText={recipientAbbreviation(recipient)}
                     />
                     <span className="text-sm text-gray-500">{recipient.email}</span>
                   </div>
@@ -73,7 +73,7 @@ export const StackAvatarsWithTooltip = ({
                       first={true}
                       key={recipient.id}
                       type={getRecipientType(recipient)}
-                      fallbackText={initials(recipient.name)}
+                      fallbackText={recipientAbbreviation(recipient)}
                     />
                     <span className="text-sm text-gray-500">{recipient.email}</span>
                   </div>
@@ -90,7 +90,7 @@ export const StackAvatarsWithTooltip = ({
                       first={true}
                       key={recipient.id}
                       type={getRecipientType(recipient)}
-                      fallbackText={initials(recipient.name)}
+                      fallbackText={recipientAbbreviation(recipient)}
                     />
                     <span className="text-sm text-gray-500">{recipient.email}</span>
                   </div>
@@ -107,7 +107,7 @@ export const StackAvatarsWithTooltip = ({
                       first={true}
                       key={recipient.id}
                       type={getRecipientType(recipient)}
-                      fallbackText={initials(recipient.name)}
+                      fallbackText={recipientAbbreviation(recipient)}
                     />
                     <span className="text-sm text-gray-500">{recipient.email}</span>
                   </div>

apps/web/src/components/(dashboard)/avatar/stack-avatars.tsx

@@ -1,7 +1,7 @@
 import React from 'react';
 
-import { initials } from '@documenso/lib/client-only/recipient-initials';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { Recipient } from '@documenso/prisma/client';
 
 import { StackAvatar } from './stack-avatar';
@@ -26,7 +26,7 @@ export function StackAvatars({ recipients }: { recipients: Recipient[] }) {
           first={first}
           zIndex={String(zIndex - index * 10)}
           type={lastItemText && index === 4 ? 'unsigned' : getRecipientType(recipient)}
-          fallbackText={lastItemText ? lastItemText : initials(recipient.name)}
+          fallbackText={lastItemText ? lastItemText : recipientAbbreviation(recipient)}
         />
       );
     });

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { HTMLAttributes } from 'react';
+import { HTMLAttributes, useEffect, useState } from 'react';
 
 import Link from 'next/link';
 
@@ -17,10 +17,23 @@ export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
 };
 
 export const Header = ({ className, user, ...props }: HeaderProps) => {
+  const [scrollY, setScrollY] = useState(0);
+
+  useEffect(() => {
+    const onScroll = () => {
+      setScrollY(window.scrollY);
+    };
+
+    window.addEventListener('scroll', onScroll);
+
+    return () => window.removeEventListener('scroll', onScroll);
+  }, []);
+
   return (
     <header
       className={cn(
-        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-50 flex h-16 w-full items-center border-b backdrop-blur',
+        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-50 flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
+        scrollY > 5 && 'border-b-border',
         className,
       )}
       {...props}

apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx

@@ -11,10 +11,13 @@ import {
   Monitor,
   Moon,
   Sun,
+  UserCog,
 } from 'lucide-react';
 import { signOut } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 
+import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
+import { recipientInitials } from '@documenso/lib/utils/recipient-formatter';
 import { User } from '@documenso/prisma/client';
 import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -35,24 +38,21 @@ export type ProfileDropdownProps = {
 
 export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
   const { theme, setTheme } = useTheme();
-
   const { getFlag } = useFeatureFlags();
+  const isUserAdmin = isAdmin(user);
 
   const isBillingEnabled = getFlag('app_billing');
 
-  const initials =
+  const avatarFallback = user.name
-    user.name
+    ? recipientInitials(user.name)
-      ?.split(' ')
+    : user.email.slice(0, 1).toUpperCase();
-      .map((name: string) => name.slice(0, 1).toUpperCase())
-      .slice(0, 2)
-      .join('') ?? 'UK';
 
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
         <Button variant="ghost" className="relative h-10 w-10 rounded-full">
           <Avatar className="h-10 w-10">
-            <AvatarFallback>{initials}</AvatarFallback>
+            <AvatarFallback>{avatarFallback}</AvatarFallback>
           </Avatar>
         </Button>
       </DropdownMenuTrigger>
@@ -60,6 +60,19 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
       <DropdownMenuContent className="w-56" align="end" forceMount>
         <DropdownMenuLabel>Account</DropdownMenuLabel>
 
+        {isUserAdmin && (
+          <>
+            <DropdownMenuItem asChild>
+              <Link href="/admin" className="cursor-pointer">
+                <UserCog className="mr-2 h-4 w-4" />
+                Admin
+              </Link>
+            </DropdownMenuItem>
+
+            <DropdownMenuSeparator />
+          </>
+        )}
+
         <DropdownMenuItem asChild>
           <Link href="/settings/profile" className="cursor-pointer">
             <LucideUser className="mr-2 h-4 w-4" />

apps/web/src/components/(dashboard)/metric-card/metric-card.tsx

@@ -18,10 +18,10 @@ export const CardMetric = ({ icon: Icon, title, value, className }: CardMetricPr
       )}
     >
       <div className="px-4 pb-6 pt-4 sm:px-4 sm:pb-8 sm:pt-4">
-        <div className="flex items-start">
+        <div className="flex items-center">
-          {Icon && <Icon className="mr-2 h-4 w-4 text-slate-500" />}
+          {Icon && <Icon className="text-muted-foreground mr-2 h-4 w-4" />}
 
-          <h3 className="flex items-end text-sm font-medium text-slate-500">{title}</h3>
+          <h3 className="text-primary-forground flex items-end text-sm font-medium">{title}</h3>
         </div>
 
         <p className="text-foreground mt-6 text-4xl font-semibold leading-8 md:mt-8">

apps/web/src/components/formatter/locale-date.tsx

@@ -2,16 +2,31 @@
 
 import { HTMLAttributes, useEffect, useState } from 'react';
 
+import { DateTime, DateTimeFormatOptions } from 'luxon';
+
+import { useLocale } from '@documenso/lib/client-only/providers/locale';
+
 export type LocaleDateProps = HTMLAttributes<HTMLSpanElement> & {
   date: string | number | Date;
+  format?: DateTimeFormatOptions;
 };
 
-export const LocaleDate = ({ className, date, ...props }: LocaleDateProps) => {
+/**
-  const [localeDate, setLocaleDate] = useState(() => new Date(date).toISOString());
+ * Formats the date based on the user locale.
+ *
+ * Will use the estimated locale from the user headers on SSR, then will use
+ * the client browser locale once mounted.
+ */
+export const LocaleDate = ({ className, date, format, ...props }: LocaleDateProps) => {
+  const { locale } = useLocale();
+
+  const [localeDate, setLocaleDate] = useState(() =>
+    DateTime.fromJSDate(new Date(date)).setLocale(locale).toLocaleString(format),
+  );
 
   useEffect(() => {
-    setLocaleDate(new Date(date).toLocaleString());
+    setLocaleDate(DateTime.fromJSDate(new Date(date)).toLocaleString(format));
-  }, [date]);
+  }, [date, format]);
 
   return (
     <span className={className} {...props}>

apps/web/src/components/forms/signin.tsx

@@ -18,13 +18,15 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ErrorMessages = {
+const ERROR_MESSAGES = {
   [ErrorCode.CREDENTIALS_NOT_FOUND]: 'The email or password provided is incorrect',
   [ErrorCode.INCORRECT_EMAIL_PASSWORD]: 'The email or password provided is incorrect',
   [ErrorCode.USER_MISSING_PASSWORD]:
     'This account appears to be using a social login method, please sign in using that method',
 };
 
+const LOGIN_REDIRECT_PATH = '/documents';
+
 export const ZSignInFormSchema = z.object({
   email: z.string().email().min(1),
   password: z.string().min(6).max(72),
@@ -37,9 +39,10 @@ export type SignInFormProps = {
 };
 
 export const SignInForm = ({ className }: SignInFormProps) => {
-  const { toast } = useToast();
   const searchParams = useSearchParams();
 
+  const { toast } = useToast();
+
   const {
     register,
     handleSubmit,
@@ -61,7 +64,7 @@ export const SignInForm = ({ className }: SignInFormProps) => {
       timeout = setTimeout(() => {
         toast({
           variant: 'destructive',
-          description: ErrorMessages[errorCode] ?? 'An unknown error occurred',
+          description: ERROR_MESSAGES[errorCode] ?? 'An unknown error occurred',
         });
       }, 0);
     }
@@ -78,12 +81,10 @@ export const SignInForm = ({ className }: SignInFormProps) => {
       await signIn('credentials', {
         email,
         password,
-        callbackUrl: '/documents',
+        callbackUrl: LOGIN_REDIRECT_PATH,
       }).catch((err) => {
         console.error(err);
       });
-
-      // throw new Error('Not implemented');
     } catch (err) {
       toast({
         title: 'An unknown error occurred',
@@ -95,8 +96,7 @@ export const SignInForm = ({ className }: SignInFormProps) => {
 
   const onSignInWithGoogleClick = async () => {
     try {
-      await signIn('google', { callbackUrl: '/dashboard' });
+      await signIn('google', { callbackUrl: LOGIN_REDIRECT_PATH });
-      // throw new Error('Not implemented');
     } catch (err) {
       toast({
         title: 'An unknown error occurred',

packages/lib/client-only/providers/locale.tsx

@@ -0,0 +1,37 @@
+'use client';
+
+import { createContext, useContext } from 'react';
+
+export type LocaleContextValue = {
+  locale: string;
+};
+
+export const LocaleContext = createContext<LocaleContextValue | null>(null);
+
+export const useLocale = () => {
+  const context = useContext(LocaleContext);
+
+  if (!context) {
+    throw new Error('useLocale must be used within a LocaleProvider');
+  }
+
+  return context;
+};
+
+export function LocaleProvider({
+  children,
+  locale,
+}: {
+  children: React.ReactNode;
+  locale: string;
+}) {
+  return (
+    <LocaleContext.Provider
+      value={{
+        locale: locale,
+      }}
+    >
+      {children}
+    </LocaleContext.Provider>
+  );
+}

packages/lib/client-only/recipient-initials.ts

@@ -1,6 +0,0 @@
-export const initials = (text: string) =>
-  text
-    ?.split(' ')
-    .map((name: string) => name.slice(0, 1).toUpperCase())
-    .slice(0, 2)
-    .join('') ?? 'UK';

packages/lib/next-auth/guards/is-admin.ts

@@ -0,0 +1,5 @@
+import { Role, User } from '@documenso/prisma/client';
+
+const isAdmin = (user: User) => user.roles.includes(Role.ADMIN);
+
+export { isAdmin };

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

@@ -0,0 +1,26 @@
+import { prisma } from '@documenso/prisma';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+
+export const getDocumentStats = async () => {
+  const counts = await prisma.document.groupBy({
+    by: ['status'],
+    _count: {
+      _all: true,
+    },
+  });
+
+  const stats: Record<Exclude<ExtendedDocumentStatus, 'INBOX'>, number> = {
+    [ExtendedDocumentStatus.DRAFT]: 0,
+    [ExtendedDocumentStatus.PENDING]: 0,
+    [ExtendedDocumentStatus.COMPLETED]: 0,
+    [ExtendedDocumentStatus.ALL]: 0,
+  };
+
+  counts.forEach((stat) => {
+    stats[stat.status] = stat._count._all;
+
+    stats.ALL += stat._count._all;
+  });
+
+  return stats;
+};

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

@@ -0,0 +1,29 @@
+import { prisma } from '@documenso/prisma';
+import { ReadStatus, SendStatus, SigningStatus } from '@documenso/prisma/client';
+
+export const getRecipientsStats = async () => {
+  const results = await prisma.recipient.groupBy({
+    by: ['readStatus', 'signingStatus', 'sendStatus'],
+    _count: true,
+  });
+
+  const stats = {
+    TOTAL_RECIPIENTS: 0,
+    [ReadStatus.OPENED]: 0,
+    [ReadStatus.NOT_OPENED]: 0,
+    [SigningStatus.SIGNED]: 0,
+    [SigningStatus.NOT_SIGNED]: 0,
+    [SendStatus.SENT]: 0,
+    [SendStatus.NOT_SENT]: 0,
+  };
+
+  results.forEach((result) => {
+    const { readStatus, signingStatus, sendStatus, _count } = result;
+    stats[readStatus] += _count;
+    stats[signingStatus] += _count;
+    stats[sendStatus] += _count;
+    stats.TOTAL_RECIPIENTS += _count;
+  });
+
+  return stats;
+};

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

@@ -0,0 +1,18 @@
+import { prisma } from '@documenso/prisma';
+import { SubscriptionStatus } from '@documenso/prisma/client';
+
+export const getUsersCount = async () => {
+  return await prisma.user.count();
+};
+
+export const getUsersWithSubscriptionsCount = async () => {
+  return await prisma.user.count({
+    where: {
+      Subscription: {
+        some: {
+          status: SubscriptionStatus.ACTIVE,
+        },
+      },
+    },
+  });
+};

packages/lib/utils/recipient-formatter.ts

@@ -0,0 +1,12 @@
+import { Recipient } from '@documenso/prisma/client';
+
+export const recipientInitials = (text: string) =>
+  text
+    .split(' ')
+    .map((name: string) => name.slice(0, 1).toUpperCase())
+    .slice(0, 2)
+    .join('');
+
+export const recipientAbbreviation = (recipient: Recipient) => {
+  return recipientInitials(recipient.name) || recipient.email.slice(0, 1).toUpperCase();
+};

packages/prisma/migrations/20230907075057_user_roles/migration.sql

@@ -0,0 +1,5 @@
+-- CreateEnum
+CREATE TYPE "Role" AS ENUM ('ADMIN', 'USER');
+
+-- AlterTable
+ALTER TABLE "User" ADD COLUMN     "roles" "Role"[] DEFAULT ARRAY['USER']::"Role"[];

packages/prisma/schema.prisma

@@ -13,6 +13,11 @@ enum IdentityProvider {
   GOOGLE
 }
 
+enum Role {
+  ADMIN
+  USER
+}
+
 model User {
   id               Int              @id @default(autoincrement())
   name             String?
@@ -21,6 +26,7 @@ model User {
   password         String?
   source           String?
   signature        String?
+  roles            Role[]           @default([USER])
   identityProvider IdentityProvider @default(DOCUMENSO)
   accounts         Account[]
   sessions         Session[]

packages/ui/primitives/data-table-pagination.tsx

@@ -1,19 +1,46 @@
 import { Table } from '@tanstack/react-table';
 import { ChevronLeft, ChevronRight, ChevronsLeft, ChevronsRight } from 'lucide-react';
+import { match } from 'ts-pattern';
 
 import { Button } from './button';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from './select';
 
 interface DataTablePaginationProps<TData> {
   table: Table<TData>;
+
+  /**
+   * The type of information to show on the left hand side of the pagination.
+   *
+   * Defaults to 'VisibleCount'.
+   */
+  additionalInformation?: 'SelectedCount' | 'VisibleCount' | 'None';
 }
 
-export function DataTablePagination<TData>({ table }: DataTablePaginationProps<TData>) {
+export function DataTablePagination<TData>({
+  table,
+  additionalInformation = 'VisibleCount',
+}: DataTablePaginationProps<TData>) {
   return (
     <div className="flex flex-wrap items-center justify-between gap-x-4 gap-y-4 px-2">
       <div className="text-muted-foreground flex-1 text-sm">
-        {table.getFilteredSelectedRowModel().rows.length} of{' '}
+        {match(additionalInformation)
-        {table.getFilteredRowModel().rows.length} row(s) selected.
+          .with('SelectedCount', () => (
+            <span>
+              {table.getFilteredSelectedRowModel().rows.length} of{' '}
+              {table.getFilteredRowModel().rows.length} row(s) selected.
+            </span>
+          ))
+          .with('VisibleCount', () => {
+            const visibleRows = table.getFilteredRowModel().rows.length;
+
+            return (
+              <span>
+                Showing {visibleRows} result{visibleRows > 1 && 's'}.
+              </span>
+            );
+          })
+          .with('None', () => null)
+          .exhaustive()}
       </div>
 
       <div className="flex items-center gap-x-2">

turbo.json

@@ -2,13 +2,8 @@
   "$schema": "https://turbo.build/schema.json",
   "pipeline": {
     "build": {
-      "dependsOn": [
+      "dependsOn": ["^build"],
-        "^build"
+      "outputs": [".next/**", "!.next/cache/**"]
-      ],
-      "outputs": [
-        ".next/**",
-        "!.next/cache/**"
-      ]
     },
     "lint": {},
     "dev": {
@@ -16,10 +11,9 @@
       "persistent": true
     }
   },
-  "globalDependencies": [
+  "globalDependencies": ["**/.env.*local"],
-    "**/.env.*local"
-  ],
   "globalEnv": [
+    "APP_VERSION",
     "NEXTAUTH_URL",
     "NEXTAUTH_SECRET",
     "NEXT_PUBLIC_APP_URL",