Merge branch 'main' into feat/add-runtime-env

packages/app-tests/e2e/fixtures/authentication.ts

@@ -0,0 +1,40 @@
+import type { Page } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+
+type ManualLoginOptions = {
+  page: Page;
+  email?: string;
+  password?: string;
+
+  /**
+   * Where to navigate after login.
+   */
+  redirectPath?: string;
+};
+
+export const manualLogin = async ({
+  page,
+  email = 'example@documenso.com',
+  password = 'password',
+  redirectPath,
+}: ManualLoginOptions) => {
+  await page.goto(`${WEBAPP_BASE_URL}/signin`);
+
+  await page.getByLabel('Email').click();
+  await page.getByLabel('Email').fill(email);
+
+  await page.getByLabel('Password', { exact: true }).fill(password);
+  await page.getByLabel('Password', { exact: true }).press('Enter');
+
+  if (redirectPath) {
+    await page.waitForURL(`${WEBAPP_BASE_URL}/documents`);
+    await page.goto(`${WEBAPP_BASE_URL}${redirectPath}`);
+  }
+};
+
+export const manualSignout = async ({ page }: ManualLoginOptions) => {
+  await page.getByTestId('menu-switcher').click();
+  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
+  await page.waitForURL(`${WEBAPP_BASE_URL}/signin`);
+};

packages/app-tests/e2e/pr-711-deletion-of-documents.spec.ts

@@ -2,6 +2,8 @@ import { expect, test } from '@playwright/test';
 
 import { TEST_USERS } from '@documenso/prisma/seed/pr-711-deletion-of-documents';
 
+import { manualLogin, manualSignout } from './fixtures/authentication';
+
 test.describe.configure({ mode: 'serial' });
 
 test('[PR-711]: seeded documents should be visible', async ({ page }) => {
@@ -19,17 +21,11 @@ test('[PR-711]: seeded documents should be visible', async ({ page }) => {
   await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
   await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).toBeVisible();
 
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-  await page.waitForURL('/signin');
+  await manualSignout({ page });
 
   for (const recipient of recipients) {
-    await page.goto('/signin');
-
-    await page.getByLabel('Email').fill(recipient.email);
-    await page.getByLabel('Password', { exact: true }).fill(recipient.password);
-    await page.getByRole('button', { name: 'Sign In' }).click();
+    await page.waitForURL('/signin');
+    await manualLogin({ page, email: recipient.email, password: recipient.password });
 
     await page.waitForURL('/documents');
 
@@ -38,10 +34,7 @@ test('[PR-711]: seeded documents should be visible', async ({ page }) => {
 
     await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).not.toBeVisible();
 
-    await page.getByTitle('Profile Dropdown').click();
-    await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-    await page.waitForURL('/signin');
+    await manualSignout({ page });
   }
 });
 
@@ -74,13 +67,10 @@ test('[PR-711]: deleting a completed document should not remove it from recipien
 
   await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
 
-  // signout
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-  await page.waitForURL('/signin');
+  await manualSignout({ page });
 
   for (const recipient of recipients) {
+    await page.waitForURL('/signin');
     await page.goto('/signin');
 
     // sign in
@@ -96,11 +86,7 @@ test('[PR-711]: deleting a completed document should not remove it from recipien
     await expect(page.getByText('Everyone has signed').nth(0)).toBeVisible();
 
     await page.goto('/documents');
-
-    await page.getByTitle('Profile Dropdown').click();
-    await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-    await page.waitForURL('/signin');
+    await manualSignout({ page });
   }
 });
 
@@ -115,11 +101,7 @@ test('[PR-711]: deleting a pending document should remove it from recipients', a
 
   await page.goto('/signin');
 
-  // sign in
-  await page.getByLabel('Email').fill(sender.email);
-  await page.getByLabel('Password', { exact: true }).fill(sender.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
+  await manualLogin({ page, email: sender.email, password: sender.password });
   await page.waitForURL('/documents');
 
   // open actions menu
@@ -133,19 +115,12 @@ test('[PR-711]: deleting a pending document should remove it from recipients', a
   await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
 
   // signout
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-  await page.waitForURL('/signin');
+  await manualSignout({ page });
 
   for (const recipient of recipients) {
-    await page.goto('/signin');
-
-    // sign in
-    await page.getByLabel('Email').fill(recipient.email);
-    await page.getByLabel('Password', { exact: true }).fill(recipient.password);
-    await page.getByRole('button', { name: 'Sign In' }).click();
+    await page.waitForURL('/signin');
 
+    await manualLogin({ page, email: recipient.email, password: recipient.password });
     await page.waitForURL('/documents');
 
     await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
@@ -154,11 +129,9 @@ test('[PR-711]: deleting a pending document should remove it from recipients', a
     await expect(page.getByText(/document.*cancelled/i).nth(0)).toBeVisible();
 
     await page.goto('/documents');
+    await page.waitForURL('/documents');
 
-    await page.getByTitle('Profile Dropdown').click();
-    await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-
-    await page.waitForURL('/signin');
+    await manualSignout({ page });
   }
 });
 
@@ -167,13 +140,7 @@ test('[PR-711]: deleting a draft document should remove it without additional pr
 }) => {
   const [sender] = TEST_USERS;
 
-  await page.goto('/signin');
-
-  // sign in
-  await page.getByLabel('Email').fill(sender.email);
-  await page.getByLabel('Password', { exact: true }).fill(sender.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
+  await manualLogin({ page, email: sender.email, password: sender.password });
   await page.waitForURL('/documents');
 
   // open actions menu

packages/app-tests/e2e/pr-713-add-document-search-to-command-menu.spec.ts

@@ -17,12 +17,6 @@ test('[PR-713]: should see sent documents', async ({ page }) => {
 
   await page.getByPlaceholder('Type a command or search...').fill('sent');
   await expect(page.getByRole('option', { name: '[713] Document - Sent' })).toBeVisible();
-
-  await page.keyboard.press('Escape');
-
-  // signout
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
 });
 
 test('[PR-713]: should see received documents', async ({ page }) => {
@@ -40,12 +34,6 @@ test('[PR-713]: should see received documents', async ({ page }) => {
 
   await page.getByPlaceholder('Type a command or search...').fill('received');
   await expect(page.getByRole('option', { name: '[713] Document - Received' })).toBeVisible();
-
-  await page.keyboard.press('Escape');
-
-  // signout
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
 });
 
 test('[PR-713]: should be able to search by recipient', async ({ page }) => {
@@ -63,10 +51,4 @@ test('[PR-713]: should be able to search by recipient', async ({ page }) => {
 
   await page.getByPlaceholder('Type a command or search...').fill(recipient.email);
   await expect(page.getByRole('option', { name: '[713] Document - Sent' })).toBeVisible();
-
-  await page.keyboard.press('Escape');
-
-  // signout
-  await page.getByTitle('Profile Dropdown').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
 });

packages/app-tests/e2e/teams/manage-team.spec.ts

@@ -0,0 +1,87 @@
+import { test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { manualLogin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEAMS]: create team', async ({ page }) => {
+  const user = await seedUser();
+
+  await manualLogin({
+    page,
+    email: user.email,
+    redirectPath: '/settings/teams',
+  });
+
+  const teamId = `team-${Date.now()}`;
+
+  // Create team.
+  await page.getByRole('button', { name: 'Create team' }).click();
+  await page.getByLabel('Team Name*').fill(teamId);
+  await page.getByTestId('dialog-create-team-button').click();
+
+  await page.getByTestId('dialog-create-team-button').waitFor({ state: 'hidden' });
+
+  const isCheckoutRequired = page.url().includes('pending');
+  test.skip(isCheckoutRequired, 'Test skipped because billing is enabled.');
+
+  // Goto new team settings page.
+  await page.getByRole('row').filter({ hasText: teamId }).getByRole('link').nth(1).click();
+
+  await unseedTeam(teamId);
+});
+
+test('[TEAMS]: delete team', async ({ page }) => {
+  const team = await seedTeam();
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    redirectPath: `/t/${team.url}/settings`,
+  });
+
+  // Delete team.
+  await page.getByRole('button', { name: 'Delete team' }).click();
+  await page.getByLabel(`Confirm by typing delete ${team.url}`).fill(`delete ${team.url}`);
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  // Check that we have been redirected to the teams page.
+  await page.waitForURL(`${WEBAPP_BASE_URL}/settings/teams`);
+});
+
+test('[TEAMS]: update team', async ({ page }) => {
+  const team = await seedTeam();
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+  });
+
+  // Navigate to create team page.
+  await page.getByTestId('menu-switcher').click();
+  await page.getByRole('menuitem', { name: 'Manage teams' }).click();
+
+  // Goto team settings page.
+  await page.getByRole('row').filter({ hasText: team.url }).getByRole('link').nth(1).click();
+
+  const updatedTeamId = `team-${Date.now()}`;
+
+  // Update team.
+  await page.getByLabel('Team Name*').click();
+  await page.getByLabel('Team Name*').clear();
+  await page.getByLabel('Team Name*').fill(updatedTeamId);
+  await page.getByLabel('Team URL*').click();
+  await page.getByLabel('Team URL*').clear();
+  await page.getByLabel('Team URL*').fill(updatedTeamId);
+
+  await page.getByRole('button', { name: 'Update team' }).click();
+
+  // Check we have been redirected to the new team URL and the name is updated.
+  await page.waitForURL(`${WEBAPP_BASE_URL}/t/${updatedTeamId}/settings`);
+
+  await unseedTeam(updatedTeamId);
+});

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -0,0 +1,282 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { DocumentStatus } from '@documenso/prisma/client';
+import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
+import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { manualLogin, manualSignout } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
+  await page.getByRole('tab', { name: tabName }).click();
+
+  if (tabName !== 'All') {
+    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+  }
+
+  if (count === 0) {
+    await expect(page.getByRole('main')).toContainText(`Nothing to do`);
+    return;
+  }
+
+  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
+};
+
+test('[TEAMS]: check team documents count', async ({ page }) => {
+  const { team, teamMember2 } = await seedTeamDocuments();
+
+  // Run the test twice, once with the team owner and once with a team member to ensure the counts are the same.
+  for (const user of [team.owner, teamMember2]) {
+    await manualLogin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentTabCount(page, 'Draft', 2);
+    await checkDocumentTabCount(page, 'All', 5);
+
+    // Apply filter.
+    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
+    await page.waitForURL(/senderIds/);
+
+    // Check counts after filtering.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 0);
+    await checkDocumentTabCount(page, 'Draft', 1);
+    await checkDocumentTabCount(page, 'All', 3);
+
+    await manualSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: check team documents count with internal team email', async ({ page }) => {
+  const { team, teamMember2, teamMember4 } = await seedTeamDocuments();
+  const { team: team2, teamMember2: team2Member2 } = await seedTeamDocuments();
+
+  const teamEmailMember = teamMember4;
+
+  await seedTeamEmail({
+    email: teamEmailMember.email,
+    teamId: team.id,
+  });
+
+  const testUser1 = await seedUser();
+
+  await seedDocuments([
+    // Documents sent from the team email account.
+    {
+      sender: teamEmailMember,
+      recipients: [testUser1],
+      type: DocumentStatus.COMPLETED,
+      documentOptions: {
+        teamId: team.id,
+      },
+    },
+    {
+      sender: teamEmailMember,
+      recipients: [testUser1],
+      type: DocumentStatus.PENDING,
+      documentOptions: {
+        teamId: team.id,
+      },
+    },
+    {
+      sender: teamMember4,
+      recipients: [testUser1],
+      type: DocumentStatus.DRAFT,
+    },
+    // Documents sent to the team email account.
+    {
+      sender: testUser1,
+      recipients: [teamEmailMember],
+      type: DocumentStatus.COMPLETED,
+    },
+    {
+      sender: testUser1,
+      recipients: [teamEmailMember],
+      type: DocumentStatus.PENDING,
+    },
+    {
+      sender: testUser1,
+      recipients: [teamEmailMember],
+      type: DocumentStatus.DRAFT,
+    },
+    // Document sent to the team email account from another team.
+    {
+      sender: team2Member2,
+      recipients: [teamEmailMember],
+      type: DocumentStatus.PENDING,
+      documentOptions: {
+        teamId: team2.id,
+      },
+    },
+  ]);
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await manualLogin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 2);
+    await checkDocumentTabCount(page, 'Pending', 3);
+    await checkDocumentTabCount(page, 'Completed', 3);
+    await checkDocumentTabCount(page, 'Draft', 3);
+    await checkDocumentTabCount(page, 'All', 11);
+
+    // Apply filter.
+    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
+    await page.waitForURL(/senderIds/);
+
+    // Check counts after filtering.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 0);
+    await checkDocumentTabCount(page, 'Draft', 1);
+    await checkDocumentTabCount(page, 'All', 3);
+
+    await manualSignout({ page });
+  }
+
+  await unseedTeamEmail({ teamId: team.id });
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: check team documents count with external team email', async ({ page }) => {
+  const { team, teamMember2 } = await seedTeamDocuments();
+  const { team: team2, teamMember2: team2Member2 } = await seedTeamDocuments();
+
+  const teamEmail = `external-team-email-${team.id}@test.documenso.com`;
+
+  await seedTeamEmail({
+    email: teamEmail,
+    teamId: team.id,
+  });
+
+  const testUser1 = await seedUser();
+
+  await seedDocuments([
+    // Documents sent to the team email account.
+    {
+      sender: testUser1,
+      recipients: [teamEmail],
+      type: DocumentStatus.COMPLETED,
+    },
+    {
+      sender: testUser1,
+      recipients: [teamEmail],
+      type: DocumentStatus.PENDING,
+    },
+    {
+      sender: testUser1,
+      recipients: [teamEmail],
+      type: DocumentStatus.DRAFT,
+    },
+    // Document sent to the team email account from another team.
+    {
+      sender: team2Member2,
+      recipients: [teamEmail],
+      type: DocumentStatus.PENDING,
+      documentOptions: {
+        teamId: team2.id,
+      },
+    },
+    // Document sent to the team email account from an individual user.
+    {
+      sender: testUser1,
+      recipients: [teamEmail],
+      type: DocumentStatus.PENDING,
+      documentOptions: {
+        teamId: team2.id,
+      },
+    },
+    {
+      sender: testUser1,
+      recipients: [teamEmail],
+      type: DocumentStatus.DRAFT,
+      documentOptions: {
+        teamId: team2.id,
+      },
+    },
+  ]);
+
+  await manualLogin({
+    page,
+    email: teamMember2.email,
+    redirectPath: `/t/${team.url}/documents`,
+  });
+
+  // Check document counts.
+  await checkDocumentTabCount(page, 'Inbox', 3);
+  await checkDocumentTabCount(page, 'Pending', 2);
+  await checkDocumentTabCount(page, 'Completed', 2);
+  await checkDocumentTabCount(page, 'Draft', 2);
+  await checkDocumentTabCount(page, 'All', 9);
+
+  // Apply filter.
+  await page.locator('button').filter({ hasText: 'Sender: All' }).click();
+  await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
+  await page.waitForURL(/senderIds/);
+
+  // Check counts after filtering.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 2);
+  await checkDocumentTabCount(page, 'Completed', 0);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 3);
+
+  await unseedTeamEmail({ teamId: team.id });
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete pending team document', async ({ page }) => {
+  const { team, teamMember2: currentUser } = await seedTeamDocuments();
+
+  await manualLogin({
+    page,
+    email: currentUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Pending', 1);
+});
+
+test('[TEAMS]: resend pending team document', async ({ page }) => {
+  const { team, teamMember2: currentUser } = await seedTeamDocuments();
+
+  await manualLogin({
+    page,
+    email: currentUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+  await page.getByRole('menuitem', { name: 'Resend' }).click();
+
+  await page.getByLabel('test.documenso.com').first().click();
+  await page.getByRole('button', { name: 'Send reminder' }).click();
+
+  await expect(page.getByRole('status')).toContainText('Document re-sent');
+});

packages/app-tests/e2e/teams/team-email.spec.ts

@@ -0,0 +1,102 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { seedTeam, seedTeamEmailVerification, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { manualLogin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEAMS]: send team email request', async ({ page }) => {
+  const team = await seedTeam();
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings`,
+  });
+
+  await page.getByRole('button', { name: 'Add email' }).click();
+  await page.getByPlaceholder('eg. Legal').click();
+  await page.getByPlaceholder('eg. Legal').fill('test@test.documenso.com');
+  await page.getByPlaceholder('example@example.com').click();
+  await page.getByPlaceholder('example@example.com').fill('test@test.documenso.com');
+  await page.getByRole('button', { name: 'Add' }).click();
+
+  await expect(
+    page
+      .getByRole('status')
+      .filter({ hasText: 'We have sent a confirmation email for verification.' })
+      .first(),
+  ).toBeVisible();
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: accept team email request', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const teamEmailVerification = await seedTeamEmailVerification({
+    email: 'team-email-verification@test.documenso.com',
+    teamId: team.id,
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/team/verify/email/${teamEmailVerification.token}`);
+  await expect(page.getByRole('heading')).toContainText('Team email verified!');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete team email', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+    createTeamEmail: true,
+  });
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    redirectPath: `/t/${team.url}/settings`,
+  });
+
+  await page.locator('section div').filter({ hasText: 'Team email' }).getByRole('button').click();
+
+  await page.getByRole('menuitem', { name: 'Remove' }).click();
+
+  await expect(page.getByText('Team email has been removed').first()).toBeVisible();
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: team email owner removes access', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+    createTeamEmail: true,
+  });
+
+  if (!team.teamEmail) {
+    throw new Error('Not possible');
+  }
+
+  const teamEmailOwner = await seedUser({
+    email: team.teamEmail.email,
+  });
+
+  await manualLogin({
+    page,
+    email: teamEmailOwner.email,
+    redirectPath: `/settings/teams`,
+  });
+
+  await page.getByRole('button', { name: 'Revoke access' }).click();
+  await page.getByRole('button', { name: 'Revoke' }).click();
+
+  await expect(page.getByText('You have successfully revoked').first()).toBeVisible();
+
+  await unseedTeam(team.url);
+  await unseedUser(teamEmailOwner.id);
+});

packages/app-tests/e2e/teams/team-members.spec.ts

@@ -0,0 +1,110 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { seedTeam, seedTeamInvite, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { manualLogin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEAMS]: update team member role', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings/members`,
+  });
+
+  const teamMemberToUpdate = team.members[1];
+
+  await page
+    .getByRole('row')
+    .filter({ hasText: teamMemberToUpdate.user.email })
+    .getByRole('button')
+    .click();
+
+  await page.getByRole('menuitem', { name: 'Update role' }).click();
+  await page.getByRole('combobox').click();
+  await page.getByLabel('Manager').click();
+  await page.getByRole('button', { name: 'Update' }).click();
+  await expect(
+    page.getByRole('row').filter({ hasText: teamMemberToUpdate.user.email }),
+  ).toContainText('Manager');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: accept team invitation without account', async ({ page }) => {
+  const team = await seedTeam();
+
+  const teamInvite = await seedTeamInvite({
+    email: `team-invite-test-${Date.now()}@test.documenso.com`,
+    teamId: team.id,
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/team/invite/${teamInvite.token}`);
+  await expect(page.getByRole('heading')).toContainText('Team invitation');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: accept team invitation with account', async ({ page }) => {
+  const team = await seedTeam();
+  const user = await seedUser();
+
+  const teamInvite = await seedTeamInvite({
+    email: user.email,
+    teamId: team.id,
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/team/invite/${teamInvite.token}`);
+  await expect(page.getByRole('heading')).toContainText('Invitation accepted!');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: member can leave team', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const teamMember = team.members[1];
+
+  await manualLogin({
+    page,
+    email: teamMember.user.email,
+    password: 'password',
+    redirectPath: `/settings/teams`,
+  });
+
+  await page.getByRole('button', { name: 'Leave' }).click();
+  await page.getByRole('button', { name: 'Leave' }).click();
+
+  await expect(page.getByRole('status').first()).toContainText(
+    'You have successfully left this team.',
+  );
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: owner cannot leave team', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/settings/teams`,
+  });
+
+  await expect(page.getByRole('button').getByText('Leave')).toBeDisabled();
+
+  await unseedTeam(team.url);
+});

packages/app-tests/e2e/teams/transfer-team.spec.ts

@@ -0,0 +1,69 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { seedTeam, seedTeamTransfer, unseedTeam } from '@documenso/prisma/seed/teams';
+
+import { manualLogin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEAMS]: initiate and cancel team transfer', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const teamMember = team.members[1];
+
+  await manualLogin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings`,
+  });
+
+  await page.getByRole('button', { name: 'Transfer team' }).click();
+
+  await page.getByRole('combobox').click();
+  await page.getByLabel(teamMember.user.name ?? '').click();
+  await page.getByLabel('Confirm by typing transfer').click();
+  await page.getByLabel('Confirm by typing transfer').fill('transfer');
+  await page.getByRole('button', { name: 'Transfer' }).click();
+
+  await expect(page.locator('[id="\\:r2\\:-form-item-message"]')).toContainText(
+    `You must enter 'transfer ${team.name}' to proceed`,
+  );
+
+  await page.getByLabel('Confirm by typing transfer').click();
+  await page.getByLabel('Confirm by typing transfer').fill(`transfer ${team.name}`);
+  await page.getByRole('button', { name: 'Transfer' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Team transfer in progress' })).toBeVisible();
+  await page.getByRole('button', { name: 'Cancel' }).click();
+
+  await expect(page.getByRole('status').first()).toContainText(
+    'The team transfer invitation has been successfully deleted.',
+  );
+
+  await unseedTeam(team.url);
+});
+
+/**
+ * Current skipped until we disable billing during tests.
+ */
+test.skip('[TEAMS]: accept team transfer', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const newOwnerMember = team.members[1];
+
+  const teamTransferRequest = await seedTeamTransfer({
+    teamId: team.id,
+    newOwnerUserId: newOwnerMember.userId,
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/team/verify/transfer/${teamTransferRequest.token}`);
+  await expect(page.getByRole('heading')).toContainText('Team ownership transferred!');
+
+  await unseedTeam(team.url);
+});

packages/app-tests/e2e/templates/manage-templates.spec.ts

@@ -0,0 +1,205 @@
+import { expect, test } from '@playwright/test';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedTemplate } from '@documenso/prisma/seed/templates';
+
+import { manualLogin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEMPLATES]: view templates', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+  const teamMemberUser = team.members[1].user;
+
+  // Should only be visible to the owner in personal templates.
+  await seedTemplate({
+    title: 'Personal template',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 2',
+    userId: teamMemberUser.id,
+    teamId: team.id,
+  });
+
+  await manualLogin({
+    page,
+    email: owner.email,
+    redirectPath: '/templates',
+  });
+
+  // Owner should see both team templates.
+  await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
+  await expect(page.getByRole('main')).toContainText('Showing 2 results');
+
+  // Only should only see their personal template.
+  await page.goto(`${WEBAPP_BASE_URL}/templates`);
+  await expect(page.getByRole('main')).toContainText('Showing 1 result');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEMPLATES]: delete template', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+  const teamMemberUser = team.members[1].user;
+
+  // Should only be visible to the owner in personal templates.
+  await seedTemplate({
+    title: 'Personal template',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 2',
+    userId: teamMemberUser.id,
+    teamId: team.id,
+  });
+
+  await manualLogin({
+    page,
+    email: owner.email,
+    redirectPath: '/templates',
+  });
+
+  // Owner should be able to delete their personal template.
+  await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByRole('button', { name: 'Delete' }).click();
+  await expect(page.getByText('Template deleted').first()).toBeVisible();
+
+  // Team member should be able to delete all templates.
+  await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
+
+  for (const template of ['Team template 1', 'Team template 2']) {
+    await page
+      .getByRole('row', { name: template })
+      .getByRole('cell', { name: 'Use Template' })
+      .getByRole('button')
+      .nth(1)
+      .click();
+
+    await page.getByRole('menuitem', { name: 'Delete' }).click();
+    await page.getByRole('button', { name: 'Delete' }).click();
+    await expect(page.getByText('Template deleted').first()).toBeVisible();
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEMPLATES]: duplicate template', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+  const teamMemberUser = team.members[1].user;
+
+  // Should only be visible to the owner in personal templates.
+  await seedTemplate({
+    title: 'Personal template',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 1',
+    userId: teamMemberUser.id,
+    teamId: team.id,
+  });
+
+  await manualLogin({
+    page,
+    email: owner.email,
+    redirectPath: '/templates',
+  });
+
+  // Duplicate personal template.
+  await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+  await page.getByRole('menuitem', { name: 'Duplicate' }).click();
+  await page.getByRole('button', { name: 'Duplicate' }).click();
+  await expect(page.getByText('Template duplicated').first()).toBeVisible();
+  await expect(page.getByRole('main')).toContainText('Showing 2 results');
+
+  await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
+
+  // Duplicate team template.
+  await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+  await page.getByRole('menuitem', { name: 'Duplicate' }).click();
+  await page.getByRole('button', { name: 'Duplicate' }).click();
+  await expect(page.getByText('Template duplicated').first()).toBeVisible();
+  await expect(page.getByRole('main')).toContainText('Showing 2 results');
+
+  await unseedTeam(team.url);
+});
+
+test('[TEMPLATES]: use template', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+  const teamMemberUser = team.members[1].user;
+
+  // Should only be visible to the owner in personal templates.
+  await seedTemplate({
+    title: 'Personal template',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  await seedTemplate({
+    title: 'Team template 1',
+    userId: teamMemberUser.id,
+    teamId: team.id,
+  });
+
+  await manualLogin({
+    page,
+    email: owner.email,
+    redirectPath: '/templates',
+  });
+
+  // Use personal template.
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.waitForURL(/documents/);
+  await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
+  await page.waitForURL('/documents');
+  await expect(page.getByRole('main')).toContainText('Showing 1 result');
+
+  await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
+
+  // Use team template.
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.waitForURL(/\/t\/.+\/documents/);
+  await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
+  await page.waitForURL(`/t/${team.url}/documents`);
+  await expect(page.getByRole('main')).toContainText('Showing 1 result');
+
+  await unseedTeam(team.url);
+});

packages/app-tests/e2e/test-auth-flow.spec.ts

@@ -12,7 +12,7 @@ test.describe.configure({ mode: 'serial' });
 
 const username = 'Test User';
 const email = 'test-user@auth-flow.documenso.com';
-const password = 'Password123';
+const password = 'Password123#';
 
 test('user can sign up with email and password', async ({ page }: { page: Page }) => {
   await page.goto('/signup');
@@ -30,7 +30,7 @@ test('user can sign up with email and password', async ({ page }: { page: Page }
     await page.mouse.up();
   }
 
-  await page.getByRole('button', { name: 'Sign Up' }).click();
+  await page.getByRole('button', { name: 'Sign Up', exact: true }).click();
   await page.waitForURL('/documents');
 
   await expect(page).toHaveURL('/documents');

packages/ee/server-only/limits/client.ts

@@ -6,13 +6,18 @@ import { ZLimitsResponseSchema } from './schema';
 
 export type GetLimitsOptions = {
   headers?: Record<string, string>;
+  teamId?: number | null;
 };
 
-export const getLimits = async ({ headers }: GetLimitsOptions = {}) => {
+export const getLimits = async ({ headers, teamId }: GetLimitsOptions = {}) => {
   const requestHeaders = headers ?? {};
 
   const url = new URL('/api/limits', APP_BASE_URL() ?? 'http://localhost:3000');
 
+  if (teamId) {
+    requestHeaders['team-id'] = teamId.toString();
+  }
+
   return fetch(url, {
     headers: {
       ...requestHeaders,

packages/ee/server-only/limits/constants.ts

@@ -1,10 +1,15 @@
-import { TLimitsSchema } from './schema';
+import type { TLimitsSchema } from './schema';
 
 export const FREE_PLAN_LIMITS: TLimitsSchema = {
   documents: 5,
   recipients: 10,
 };
 
+export const TEAM_PLAN_LIMITS: TLimitsSchema = {
+  documents: Infinity,
+  recipients: Infinity,
+};
+
 export const SELFHOSTED_PLAN_LIMITS: TLimitsSchema = {
   documents: Infinity,
   recipients: Infinity,

packages/ee/server-only/limits/handler.ts

@@ -1,10 +1,10 @@
-import { NextApiRequest, NextApiResponse } from 'next';
+import type { NextApiRequest, NextApiResponse } from 'next';
 
 import { getToken } from 'next-auth/jwt';
 import { match } from 'ts-pattern';
 
 import { ERROR_CODES } from './errors';
-import { TLimitsErrorResponseSchema, TLimitsResponseSchema } from './schema';
+import type { TLimitsErrorResponseSchema, TLimitsResponseSchema } from './schema';
 import { getServerLimits } from './server';
 
 export const limitsHandler = async (
@@ -14,7 +14,19 @@ export const limitsHandler = async (
   try {
     const token = await getToken({ req });
 
-    const limits = await getServerLimits({ email: token?.email });
+    const rawTeamId = req.headers['team-id'];
+
+    let teamId: number | null = null;
+
+    if (typeof rawTeamId === 'string' && !isNaN(parseInt(rawTeamId, 10))) {
+      teamId = parseInt(rawTeamId, 10);
+    }
+
+    if (!teamId && rawTeamId) {
+      throw new Error(ERROR_CODES.INVALID_TEAM_ID);
+    }
+
+    const limits = await getServerLimits({ email: token?.email, teamId });
 
     return res.status(200).json(limits);
   } catch (err) {

packages/ee/server-only/limits/provider/client.tsx

@@ -6,7 +6,7 @@ import { equals } from 'remeda';
 
 import { getLimits } from '../client';
 import { FREE_PLAN_LIMITS } from '../constants';
-import { TLimitsResponseSchema } from '../schema';
+import type { TLimitsResponseSchema } from '../schema';
 
 export type LimitsContextValue = TLimitsResponseSchema;
 
@@ -24,19 +24,22 @@ export const useLimits = () => {
 
 export type LimitsProviderProps = {
   initialValue?: LimitsContextValue;
+  teamId?: number;
   children?: React.ReactNode;
 };
 
-export const LimitsProvider = ({ initialValue, children }: LimitsProviderProps) => {
-  const defaultValue: TLimitsResponseSchema = {
+export const LimitsProvider = ({
+  initialValue = {
     quota: FREE_PLAN_LIMITS,
     remaining: FREE_PLAN_LIMITS,
-  };
-
-  const [limits, setLimits] = useState(() => initialValue ?? defaultValue);
+  },
+  teamId,
+  children,
+}: LimitsProviderProps) => {
+  const [limits, setLimits] = useState(() => initialValue);
 
   const refreshLimits = async () => {
-    const newLimits = await getLimits();
+    const newLimits = await getLimits({ teamId });
 
     setLimits((oldLimits) => {
       if (equals(oldLimits, newLimits)) {

packages/ee/server-only/limits/provider/server.tsx

@@ -3,16 +3,22 @@
 import { headers } from 'next/headers';
 
 import { getLimits } from '../client';
+import type { LimitsContextValue } from './client';
 import { LimitsProvider as ClientLimitsProvider } from './client';
 
 export type LimitsProviderProps = {
   children?: React.ReactNode;
+  teamId?: number;
 };
 
-export const LimitsProvider = async ({ children }: LimitsProviderProps) => {
+export const LimitsProvider = async ({ children, teamId }: LimitsProviderProps) => {
   const requestHeaders = Object.fromEntries(headers().entries());
 
-  const limits = await getLimits({ headers: requestHeaders });
+  const limits: LimitsContextValue = await getLimits({ headers: requestHeaders, teamId });
 
-  return <ClientLimitsProvider initialValue={limits}>{children}</ClientLimitsProvider>;
+  return (
+    <ClientLimitsProvider initialValue={limits} teamId={teamId}>
+      {children}
+    </ClientLimitsProvider>
+  );
 };

packages/ee/server-only/limits/server.ts

@@ -1,22 +1,22 @@
 import { DateTime } from 'luxon';
 
-import { getFlag } from '@documenso/lib/universal/get-feature-flag';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 import { prisma } from '@documenso/prisma';
 import { SubscriptionStatus } from '@documenso/prisma/client';
 
-import { getPricesByType } from '../stripe/get-prices-by-type';
-import { FREE_PLAN_LIMITS, SELFHOSTED_PLAN_LIMITS } from './constants';
+import { getPricesByPlan } from '../stripe/get-prices-by-plan';
+import { FREE_PLAN_LIMITS, SELFHOSTED_PLAN_LIMITS, TEAM_PLAN_LIMITS } from './constants';
 import { ERROR_CODES } from './errors';
 import { ZLimitsSchema } from './schema';
 
 export type GetServerLimitsOptions = {
   email?: string | null;
+  teamId?: number | null;
 };
 
-export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
-  const isBillingEnabled = await getFlag('app_billing');
-
-  if (!isBillingEnabled) {
+export const getServerLimits = async ({ email, teamId }: GetServerLimitsOptions) => {
+  if (!IS_BILLING_ENABLED) {
     return {
       quota: SELFHOSTED_PLAN_LIMITS,
       remaining: SELFHOSTED_PLAN_LIMITS,
@@ -27,6 +27,14 @@ export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
     throw new Error(ERROR_CODES.UNAUTHORIZED);
   }
 
+  return teamId ? handleTeamLimits({ email, teamId }) : handleUserLimits({ email });
+};
+
+type HandleUserLimitsOptions = {
+  email: string;
+};
+
+const handleUserLimits = async ({ email }: HandleUserLimitsOptions) => {
   const user = await prisma.user.findFirst({
     where: {
       email,
@@ -48,10 +56,10 @@ export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
   );
 
   if (activeSubscriptions.length > 0) {
-    const individualPrices = await getPricesByType('individual');
+    const communityPlanPrices = await getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY);
 
     for (const subscription of activeSubscriptions) {
-      const price = individualPrices.find((price) => price.id === subscription.priceId);
+      const price = communityPlanPrices.find((price) => price.id === subscription.priceId);
       if (!price || typeof price.product === 'string' || price.product.deleted) {
         continue;
       }
@@ -71,6 +79,7 @@ export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
   const documents = await prisma.document.count({
     where: {
       userId: user.id,
+      teamId: null,
       createdAt: {
         gte: DateTime.utc().startOf('month').toJSDate(),
       },
@@ -84,3 +93,50 @@ export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
     remaining,
   };
 };
+
+type HandleTeamLimitsOptions = {
+  email: string;
+  teamId: number;
+};
+
+const handleTeamLimits = async ({ email, teamId }: HandleTeamLimitsOptions) => {
+  const team = await prisma.team.findFirst({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          user: {
+            email,
+          },
+        },
+      },
+    },
+    include: {
+      subscription: true,
+    },
+  });
+
+  if (!team) {
+    throw new Error('Team not found');
+  }
+
+  const { subscription } = team;
+
+  if (subscription && subscription.status === SubscriptionStatus.INACTIVE) {
+    return {
+      quota: {
+        documents: 0,
+        recipients: 0,
+      },
+      remaining: {
+        documents: 0,
+        recipients: 0,
+      },
+    };
+  }
+
+  return {
+    quota: structuredClone(TEAM_PLAN_LIMITS),
+    remaining: structuredClone(TEAM_PLAN_LIMITS),
+  };
+};

packages/ee/server-only/stripe/create-team-customer.ts

@@ -0,0 +1,20 @@
+import { STRIPE_CUSTOMER_TYPE } from '@documenso/lib/constants/billing';
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+type CreateTeamCustomerOptions = {
+  name: string;
+  email: string;
+};
+
+/**
+ * Create a Stripe customer for a given team.
+ */
+export const createTeamCustomer = async ({ name, email }: CreateTeamCustomerOptions) => {
+  return await stripe.customers.create({
+    name,
+    email,
+    metadata: {
+      type: STRIPE_CUSTOMER_TYPE.TEAM,
+    },
+  });
+};

packages/ee/server-only/stripe/delete-customer-payment-methods.ts

@@ -0,0 +1,22 @@
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+type DeleteCustomerPaymentMethodsOptions = {
+  customerId: string;
+};
+
+/**
+ * Delete all attached payment methods for a given customer.
+ */
+export const deleteCustomerPaymentMethods = async ({
+  customerId,
+}: DeleteCustomerPaymentMethodsOptions) => {
+  const paymentMethods = await stripe.paymentMethods.list({
+    customer: customerId,
+  });
+
+  await Promise.all(
+    paymentMethods.data.map(async (paymentMethod) =>
+      stripe.paymentMethods.detach(paymentMethod.id),
+    ),
+  );
+};

packages/ee/server-only/stripe/get-checkout-session.ts

@@ -1,17 +1,21 @@
 'use server';
 
+import type Stripe from 'stripe';
+
 import { stripe } from '@documenso/lib/server-only/stripe';
 
 export type GetCheckoutSessionOptions = {
   customerId: string;
   priceId: string;
   returnUrl: string;
+  subscriptionMetadata?: Stripe.Metadata;
 };
 
 export const getCheckoutSession = async ({
   customerId,
   priceId,
   returnUrl,
+  subscriptionMetadata,
 }: GetCheckoutSessionOptions) => {
   'use server';
 
@@ -26,6 +30,9 @@ export const getCheckoutSession = async ({
     ],
     success_url: `${returnUrl}?success=true`,
     cancel_url: `${returnUrl}?canceled=true`,
+    subscription_data: {
+      metadata: subscriptionMetadata,
+    },
   });
 
   return session.url;

packages/ee/server-only/stripe/get-community-plan-prices.ts

@@ -0,0 +1,13 @@
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
+
+import { getPricesByPlan } from './get-prices-by-plan';
+
+export const getCommunityPlanPrices = async () => {
+  return await getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY);
+};
+
+export const getCommunityPlanPriceIds = async () => {
+  const prices = await getCommunityPlanPrices();
+
+  return prices.map((price) => price.id);
+};

packages/ee/server-only/stripe/get-customer.ts

@@ -1,15 +1,19 @@
+import { STRIPE_CUSTOMER_TYPE } from '@documenso/lib/constants/billing';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
 import type { User } from '@documenso/prisma/client';
 
 import { onSubscriptionUpdated } from './webhook/on-subscription-updated';
 
+/**
+ * Get a non team Stripe customer by email.
+ */
 export const getStripeCustomerByEmail = async (email: string) => {
   const foundStripeCustomers = await stripe.customers.list({
     email,
   });
 
-  return foundStripeCustomers.data[0] ?? null;
+  return foundStripeCustomers.data.find((customer) => customer.metadata.type !== 'team') ?? null;
 };
 
 export const getStripeCustomerById = async (stripeCustomerId: string) => {
@@ -51,6 +55,7 @@ export const getStripeCustomerByUser = async (user: User) => {
       email: user.email,
       metadata: {
         userId: user.id,
+        type: STRIPE_CUSTOMER_TYPE.INDIVIDUAL,
       },
     });
   }
@@ -78,6 +83,14 @@ export const getStripeCustomerByUser = async (user: User) => {
   };
 };
 
+export const getStripeCustomerIdByUser = async (user: User) => {
+  if (user.customerId !== null) {
+    return user.customerId;
+  }
+
+  return await getStripeCustomerByUser(user).then((session) => session.stripeCustomer.id);
+};
+
 const syncStripeCustomerSubscriptions = async (userId: number, stripeCustomerId: string) => {
   const stripeSubscriptions = await stripe.subscriptions.list({
     customer: stripeCustomerId,

packages/ee/server-only/stripe/get-invoices.ts

@@ -0,0 +1,11 @@
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+export type GetInvoicesOptions = {
+  customerId: string;
+};
+
+export const getInvoices = async ({ customerId }: GetInvoicesOptions) => {
+  return await stripe.invoices.list({
+    customer: customerId,
+  });
+};

packages/ee/server-only/stripe/get-portal-session.ts

@@ -4,7 +4,7 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 
 export type GetPortalSessionOptions = {
   customerId: string;
-  returnUrl: string;
+  returnUrl?: string;
 };
 
 export const getPortalSession = async ({ customerId, returnUrl }: GetPortalSessionOptions) => {

packages/ee/server-only/stripe/get-prices-by-interval.ts

@@ -9,12 +9,12 @@ export type PriceIntervals = Record<Stripe.Price.Recurring.Interval, PriceWithPr
 
 export type GetPricesByIntervalOptions = {
   /**
-   * Filter products by their meta 'type' attribute.
+   * Filter products by their meta 'plan' attribute.
    */
-  type?: 'individual';
+  plan?: 'community';
 };
 
-export const getPricesByInterval = async ({ type }: GetPricesByIntervalOptions = {}) => {
+export const getPricesByInterval = async ({ plan }: GetPricesByIntervalOptions = {}) => {
   let { data: prices } = await stripe.prices.search({
     query: `active:'true' type:'recurring'`,
     expand: ['data.product'],
@@ -26,7 +26,7 @@ export const getPricesByInterval = async ({ type }: GetPricesByIntervalOptions =
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const product = price.product as Stripe.Product;
 
-    const filter = !type || product.metadata?.type === type;
+    const filter = !plan || product.metadata?.plan === plan;
 
     // Filter out prices for products that are not active.
     return product.active && filter;

packages/ee/server-only/stripe/get-prices-by-plan.ts

@@ -0,0 +1,14 @@
+import type { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+export const getPricesByPlan = async (
+  plan: (typeof STRIPE_PLAN_TYPE)[keyof typeof STRIPE_PLAN_TYPE],
+) => {
+  const { data: prices } = await stripe.prices.search({
+    query: `metadata['plan']:'${plan}' type:'recurring'`,
+    expand: ['data.product'],
+    limit: 100,
+  });
+
+  return prices;
+};

packages/ee/server-only/stripe/get-prices-by-type.ts

@@ -1,11 +0,0 @@
-import { stripe } from '@documenso/lib/server-only/stripe';
-
-export const getPricesByType = async (type: 'individual') => {
-  const { data: prices } = await stripe.prices.search({
-    query: `metadata['type']:'${type}' type:'recurring'`,
-    expand: ['data.product'],
-    limit: 100,
-  });
-
-  return prices;
-};

packages/ee/server-only/stripe/get-team-prices.ts

@@ -0,0 +1,43 @@
+import type Stripe from 'stripe';
+
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
+import { AppError } from '@documenso/lib/errors/app-error';
+
+import { getPricesByPlan } from './get-prices-by-plan';
+
+export const getTeamPrices = async () => {
+  const prices = (await getPricesByPlan(STRIPE_PLAN_TYPE.TEAM)).filter((price) => price.active);
+
+  const monthlyPrice = prices.find((price) => price.recurring?.interval === 'month');
+  const yearlyPrice = prices.find((price) => price.recurring?.interval === 'year');
+  const priceIds = prices.map((price) => price.id);
+
+  if (!monthlyPrice || !yearlyPrice) {
+    throw new AppError('INVALID_CONFIG', 'Missing monthly or yearly price');
+  }
+
+  return {
+    monthly: {
+      friendlyInterval: 'Monthly',
+      interval: 'monthly',
+      ...extractPriceData(monthlyPrice),
+    },
+    yearly: {
+      friendlyInterval: 'Yearly',
+      interval: 'yearly',
+      ...extractPriceData(yearlyPrice),
+    },
+    priceIds,
+  } as const;
+};
+
+const extractPriceData = (price: Stripe.Price) => {
+  const product =
+    typeof price.product !== 'string' && !price.product.deleted ? price.product : null;
+
+  return {
+    priceId: price.id,
+    description: product?.description ?? '',
+    features: product?.features ?? [],
+  };
+};

packages/ee/server-only/stripe/transfer-team-subscription.ts

@@ -0,0 +1,126 @@
+import type Stripe from 'stripe';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { stripe } from '@documenso/lib/server-only/stripe';
+import { subscriptionsContainsActiveCommunityPlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import { type Subscription, type Team, type User } from '@documenso/prisma/client';
+
+import { deleteCustomerPaymentMethods } from './delete-customer-payment-methods';
+import { getCommunityPlanPriceIds } from './get-community-plan-prices';
+import { getTeamPrices } from './get-team-prices';
+
+type TransferStripeSubscriptionOptions = {
+  /**
+   * The user to transfer the subscription to.
+   */
+  user: User & { Subscription: Subscription[] };
+
+  /**
+   * The team the subscription is associated with.
+   */
+  team: Team & { subscription?: Subscription | null };
+
+  /**
+   * Whether to clear any current payment methods attached to the team.
+   */
+  clearPaymentMethods: boolean;
+};
+
+/**
+ * Transfer the Stripe Team seats subscription from one user to another.
+ *
+ * Will create a new subscription for the new owner and cancel the old one.
+ *
+ * Returns the subscription that should be associated with the team, null if
+ * no subscription is needed (for community plan).
+ */
+export const transferTeamSubscription = async ({
+  user,
+  team,
+  clearPaymentMethods,
+}: TransferStripeSubscriptionOptions) => {
+  const teamCustomerId = team.customerId;
+
+  if (!teamCustomerId) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Missing customer ID.');
+  }
+
+  const [communityPlanIds, teamSeatPrices] = await Promise.all([
+    getCommunityPlanPriceIds(),
+    getTeamPrices(),
+  ]);
+
+  const teamSubscriptionRequired = !subscriptionsContainsActiveCommunityPlan(
+    user.Subscription,
+    communityPlanIds,
+  );
+
+  let teamSubscription: Stripe.Subscription | null = null;
+
+  if (team.subscription) {
+    teamSubscription = await stripe.subscriptions.retrieve(team.subscription.planId);
+
+    if (!teamSubscription) {
+      throw new Error('Could not find the current subscription.');
+    }
+
+    if (clearPaymentMethods) {
+      await deleteCustomerPaymentMethods({ customerId: teamCustomerId });
+    }
+  }
+
+  await stripe.customers.update(teamCustomerId, {
+    name: user.name ?? team.name,
+    email: user.email,
+  });
+
+  // If team subscription is required and the team does not have a subscription, create one.
+  if (teamSubscriptionRequired && !teamSubscription) {
+    const numberOfSeats = await prisma.teamMember.count({
+      where: {
+        teamId: team.id,
+      },
+    });
+
+    const teamSeatPriceId = teamSeatPrices.monthly.priceId;
+
+    teamSubscription = await stripe.subscriptions.create({
+      customer: teamCustomerId,
+      items: [
+        {
+          price: teamSeatPriceId,
+          quantity: numberOfSeats,
+        },
+      ],
+      metadata: {
+        teamId: team.id.toString(),
+      },
+    });
+  }
+
+  // If no team subscription is required, cancel the current team subscription if it exists.
+  if (!teamSubscriptionRequired && teamSubscription) {
+    try {
+      // Set the quantity to 0 so we can refund/charge the old Stripe customer the prorated amount.
+      await stripe.subscriptions.update(teamSubscription.id, {
+        items: teamSubscription.items.data.map((item) => ({
+          id: item.id,
+          quantity: 0,
+        })),
+      });
+
+      await stripe.subscriptions.cancel(teamSubscription.id, {
+        invoice_now: true,
+        prorate: false,
+      });
+    } catch (e) {
+      // Do not error out since we can't easily undo the transfer.
+      // Todo: Teams - Alert us.
+    }
+
+    return null;
+  }
+
+  return teamSubscription;
+};

packages/ee/server-only/stripe/update-customer.ts

@@ -0,0 +1,18 @@
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+type UpdateCustomerOptions = {
+  customerId: string;
+  name?: string;
+  email?: string;
+};
+
+export const updateCustomer = async ({ customerId, name, email }: UpdateCustomerOptions) => {
+  if (!name && !email) {
+    return;
+  }
+
+  return await stripe.customers.update(customerId, {
+    name,
+    email,
+  });
+};

packages/ee/server-only/stripe/update-subscription-item-quantity.ts

@@ -0,0 +1,44 @@
+import type Stripe from 'stripe';
+
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+export type UpdateSubscriptionItemQuantityOptions = {
+  subscriptionId: string;
+  quantity: number;
+  priceId: string;
+};
+
+export const updateSubscriptionItemQuantity = async ({
+  subscriptionId,
+  quantity,
+  priceId,
+}: UpdateSubscriptionItemQuantityOptions) => {
+  const subscription = await stripe.subscriptions.retrieve(subscriptionId);
+
+  const items = subscription.items.data.filter((item) => item.price.id === priceId);
+
+  if (items.length !== 1) {
+    throw new Error('Subscription does not contain required item');
+  }
+
+  const hasYearlyItem = items.find((item) => item.price.recurring?.interval === 'year');
+  const oldQuantity = items[0].quantity;
+
+  if (oldQuantity === quantity) {
+    return;
+  }
+
+  const subscriptionUpdatePayload: Stripe.SubscriptionUpdateParams = {
+    items: items.map((item) => ({
+      id: item.id,
+      quantity,
+    })),
+  };
+
+  // Only invoice immediately when changing the quantity of yearly item.
+  if (hasYearlyItem) {
+    subscriptionUpdatePayload.proration_behavior = 'always_invoice';
+  }
+
+  await stripe.subscriptions.update(subscriptionId, subscriptionUpdatePayload);
+};

packages/ee/server-only/stripe/webhook/handler.ts

@@ -3,8 +3,10 @@ import type { NextApiRequest, NextApiResponse } from 'next';
 import { buffer } from 'micro';
 import { match } from 'ts-pattern';
 
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { stripe } from '@documenso/lib/server-only/stripe';
+import { createTeamFromPendingTeam } from '@documenso/lib/server-only/team/create-team';
 import { getFlag } from '@documenso/lib/universal/get-feature-flag';
 import { prisma } from '@documenso/prisma';
 
@@ -84,14 +86,9 @@ export const stripeWebhookHandler = async (
             },
           });
 
-          if (!result?.id) {
-            return res.status(500).json({
-              success: false,
-              message: 'User not found',
-            });
+          if (result?.id) {
+            userId = result.id;
           }
-
-          userId = result.id;
         }
 
         const subscriptionId =
@@ -99,7 +96,7 @@ export const stripeWebhookHandler = async (
             ? session.subscription
             : session.subscription?.id;
 
-        if (!subscriptionId || Number.isNaN(userId)) {
+        if (!subscriptionId) {
           return res.status(500).json({
             success: false,
             message: 'Invalid session',
@@ -108,6 +105,24 @@ export const stripeWebhookHandler = async (
 
         const subscription = await stripe.subscriptions.retrieve(subscriptionId);
 
+        // Handle team creation after seat checkout.
+        if (subscription.items.data[0].price.metadata.plan === STRIPE_PLAN_TYPE.TEAM) {
+          await handleTeamSeatCheckout({ subscription });
+
+          return res.status(200).json({
+            success: true,
+            message: 'Webhook received',
+          });
+        }
+
+        // Validate user ID.
+        if (!userId || Number.isNaN(userId)) {
+          return res.status(500).json({
+            success: false,
+            message: 'Invalid session or missing user ID',
+          });
+        }
+
         await onSubscriptionUpdated({ userId, subscription });
 
         return res.status(200).json({
@@ -124,6 +139,28 @@ export const stripeWebhookHandler = async (
             ? subscription.customer
             : subscription.customer.id;
 
+        if (subscription.items.data[0].price.metadata.plan === STRIPE_PLAN_TYPE.TEAM) {
+          const team = await prisma.team.findFirst({
+            where: {
+              customerId,
+            },
+          });
+
+          if (!team) {
+            return res.status(500).json({
+              success: false,
+              message: 'No team associated with subscription found',
+            });
+          }
+
+          await onSubscriptionUpdated({ teamId: team.id, subscription });
+
+          return res.status(200).json({
+            success: true,
+            message: 'Webhook received',
+          });
+        }
+
         const result = await prisma.user.findFirst({
           select: {
             id: true,
@@ -182,6 +219,28 @@ export const stripeWebhookHandler = async (
           });
         }
 
+        if (subscription.items.data[0].price.metadata.plan === STRIPE_PLAN_TYPE.TEAM) {
+          const team = await prisma.team.findFirst({
+            where: {
+              customerId,
+            },
+          });
+
+          if (!team) {
+            return res.status(500).json({
+              success: false,
+              message: 'No team associated with subscription found',
+            });
+          }
+
+          await onSubscriptionUpdated({ teamId: team.id, subscription });
+
+          return res.status(200).json({
+            success: true,
+            message: 'Webhook received',
+          });
+        }
+
         const result = await prisma.user.findFirst({
           select: {
             id: true,
@@ -233,6 +292,28 @@ export const stripeWebhookHandler = async (
           });
         }
 
+        if (subscription.items.data[0].price.metadata.plan === STRIPE_PLAN_TYPE.TEAM) {
+          const team = await prisma.team.findFirst({
+            where: {
+              customerId,
+            },
+          });
+
+          if (!team) {
+            return res.status(500).json({
+              success: false,
+              message: 'No team associated with subscription found',
+            });
+          }
+
+          await onSubscriptionUpdated({ teamId: team.id, subscription });
+
+          return res.status(200).json({
+            success: true,
+            message: 'Webhook received',
+          });
+        }
+
         const result = await prisma.user.findFirst({
           select: {
             id: true,
@@ -282,3 +363,21 @@ export const stripeWebhookHandler = async (
     });
   }
 };
+
+export type HandleTeamSeatCheckoutOptions = {
+  subscription: Stripe.Subscription;
+};
+
+const handleTeamSeatCheckout = async ({ subscription }: HandleTeamSeatCheckoutOptions) => {
+  if (subscription.metadata?.pendingTeamId === undefined) {
+    throw new Error('Missing pending team ID');
+  }
+
+  const pendingTeamId = Number(subscription.metadata.pendingTeamId);
+
+  if (Number.isNaN(pendingTeamId)) {
+    throw new Error('Invalid pending team ID');
+  }
+
+  return await createTeamFromPendingTeam({ pendingTeamId, subscription }).then((team) => team.id);
+};

packages/ee/server-only/stripe/webhook/on-subscription-updated.ts

@@ -2,23 +2,40 @@ import { match } from 'ts-pattern';
 
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
+import type { Prisma } from '@documenso/prisma/client';
 import { SubscriptionStatus } from '@documenso/prisma/client';
 
 export type OnSubscriptionUpdatedOptions = {
-  userId: number;
+  userId?: number;
+  teamId?: number;
   subscription: Stripe.Subscription;
 };
 
 export const onSubscriptionUpdated = async ({
   userId,
+  teamId,
   subscription,
 }: OnSubscriptionUpdatedOptions) => {
+  await prisma.subscription.upsert(
+    mapStripeSubscriptionToPrismaUpsertAction(subscription, userId, teamId),
+  );
+};
+
+export const mapStripeSubscriptionToPrismaUpsertAction = (
+  subscription: Stripe.Subscription,
+  userId?: number,
+  teamId?: number,
+): Prisma.SubscriptionUpsertArgs => {
+  if ((!userId && !teamId) || (userId && teamId)) {
+    throw new Error('Either userId or teamId must be provided.');
+  }
+
   const status = match(subscription.status)
     .with('active', () => SubscriptionStatus.ACTIVE)
     .with('past_due', () => SubscriptionStatus.PAST_DUE)
     .otherwise(() => SubscriptionStatus.INACTIVE);
 
-  await prisma.subscription.upsert({
+  return {
     where: {
       planId: subscription.id,
     },
@@ -27,7 +44,8 @@ export const onSubscriptionUpdated = async ({
       planId: subscription.id,
       priceId: subscription.items.data[0].price.id,
       periodEnd: new Date(subscription.current_period_end * 1000),
-      userId,
+      userId: userId ?? null,
+      teamId: teamId ?? null,
       cancelAtPeriodEnd: subscription.cancel_at_period_end,
     },
     update: {
@@ -37,5 +55,5 @@ export const onSubscriptionUpdated = async ({
       periodEnd: new Date(subscription.current_period_end * 1000),
       cancelAtPeriodEnd: subscription.cancel_at_period_end,
     },
-  });
+  };
 };

packages/email/template-components/template-document-invite.tsx

@@ -1,3 +1,6 @@
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { RecipientRole } from '@documenso/prisma/client';
+
 import { Button, Section, Text } from '../components';
 import { TemplateDocumentImage } from './template-document-image';
 
@@ -7,6 +10,7 @@ export interface TemplateDocumentInviteProps {
   documentName: string;
   signDocumentLink: string;
   assetBaseUrl: string;
+  role: RecipientRole;
 }
 
 export const TemplateDocumentInvite = ({
@@ -14,19 +18,22 @@ export const TemplateDocumentInvite = ({
   documentName,
   signDocumentLink,
   assetBaseUrl,
+  role,
 }: TemplateDocumentInviteProps) => {
+  const { actionVerb, progressiveVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
+
   return (
     <>
       <TemplateDocumentImage className="mt-6" assetBaseUrl={assetBaseUrl} />
 
       <Section>
         <Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
-          {inviterName} has invited you to sign
+          {inviterName} has invited you to {actionVerb.toLowerCase()}
           <br />"{documentName}"
         </Text>
 
         <Text className="my-1 text-center text-base text-slate-400">
-          Continue by signing the document.
+          Continue by {progressiveVerb.toLowerCase()} the document.
         </Text>
 
         <Section className="mb-6 mt-8 text-center">
@@ -34,7 +41,7 @@ export const TemplateDocumentInvite = ({
             className="bg-documenso-500 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
             href={signDocumentLink}
           >
-            Sign Document
+            {actionVerb} Document
           </Button>
         </Section>
       </Section>

packages/email/template-components/template-image.tsx

@@ -0,0 +1,17 @@
+import { Img } from '../components';
+
+export interface TemplateImageProps {
+  assetBaseUrl: string;
+  className?: string;
+  staticAsset: string;
+}
+
+export const TemplateImage = ({ assetBaseUrl, className, staticAsset }: TemplateImageProps) => {
+  const getAssetUrl = (path: string) => {
+    return new URL(path, assetBaseUrl).toString();
+  };
+
+  return <Img className={className} src={getAssetUrl(`/static/${staticAsset}`)} />;
+};
+
+export default TemplateImage;

packages/email/templates/confirm-email.tsx

@@ -7,7 +7,7 @@ import { TemplateFooter } from '../template-components/template-footer';
 
 export const ConfirmEmailTemplate = ({
   confirmationLink,
-  assetBaseUrl,
+  assetBaseUrl = 'http://localhost:3002',
 }: TemplateConfirmationEmailProps) => {
   const previewText = `Please confirm your email address`;
 
@@ -55,3 +55,5 @@ export const ConfirmEmailTemplate = ({
     </Html>
   );
 };
+
+export default ConfirmEmailTemplate;

packages/email/templates/confirm-team-email.tsx

@@ -0,0 +1,127 @@
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import config from '@documenso/tailwind-config';
+
+import {
+  Body,
+  Button,
+  Container,
+  Head,
+  Hr,
+  Html,
+  Link,
+  Preview,
+  Section,
+  Tailwind,
+  Text,
+} from '../components';
+import { TemplateFooter } from '../template-components/template-footer';
+import TemplateImage from '../template-components/template-image';
+
+export type ConfirmTeamEmailProps = {
+  assetBaseUrl: string;
+  baseUrl: string;
+  teamName: string;
+  teamUrl: string;
+  token: string;
+};
+
+export const ConfirmTeamEmailTemplate = ({
+  assetBaseUrl = 'http://localhost:3002',
+  baseUrl = 'https://documenso.com',
+  teamName = 'Team Name',
+  teamUrl = 'demo',
+  token = '',
+}: ConfirmTeamEmailProps) => {
+  const previewText = `Accept team email request for ${teamName} on Documenso`;
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto font-sans">
+          <Section className="bg-white">
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 px-2 pt-2 backdrop-blur-sm">
+              <TemplateImage
+                assetBaseUrl={assetBaseUrl}
+                className="mb-4 h-6 p-2"
+                staticAsset="logo.png"
+              />
+
+              <Section>
+                <TemplateImage
+                  className="mx-auto"
+                  assetBaseUrl={assetBaseUrl}
+                  staticAsset="mail-open.png"
+                />
+              </Section>
+
+              <Section className="p-2 text-slate-500">
+                <Text className="text-center text-lg font-medium text-black">
+                  Verify your team email address
+                </Text>
+
+                <Text className="text-center text-base">
+                  <span className="font-bold">{teamName}</span> has requested to use your email
+                  address for their team on Documenso.
+                </Text>
+
+                <div className="mx-auto mt-6 w-fit rounded-lg bg-gray-50 px-4 py-2 text-base font-medium text-slate-600">
+                  {formatTeamUrl(teamUrl, baseUrl)}
+                </div>
+
+                <Section className="mt-6">
+                  <Text className="my-0 text-sm">
+                    By accepting this request, you will be granting <strong>{teamName}</strong>{' '}
+                    access to:
+                  </Text>
+
+                  <ul className="mb-0 mt-2">
+                    <li className="text-sm">
+                      View all documents sent to and from this email address
+                    </li>
+                    <li className="mt-1 text-sm">
+                      Allow document recipients to reply directly to this email address
+                    </li>
+                  </ul>
+
+                  <Text className="mt-2 text-sm">
+                    You can revoke access at any time in your team settings on Documenso{' '}
+                    <Link href={`${baseUrl}/settings/teams`}>here.</Link>
+                  </Text>
+                </Section>
+
+                <Section className="mb-6 mt-8 text-center">
+                  <Button
+                    className="bg-documenso-500 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
+                    href={`${baseUrl}/team/verify/email/${token}`}
+                  >
+                    Accept
+                  </Button>
+                </Section>
+              </Section>
+
+              <Text className="text-center text-xs text-slate-500">Link expires in 1 hour.</Text>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter isDocument={false} />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default ConfirmTeamEmailTemplate;

packages/email/templates/document-invite.tsx

@@ -1,3 +1,5 @@
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { RecipientRole } from '@documenso/prisma/client';
 import config from '@documenso/tailwind-config';
 
 import {
@@ -19,6 +21,7 @@ import { TemplateFooter } from '../template-components/template-footer';
 
 export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
   customBody?: string;
+  role: RecipientRole;
 };
 
 export const DocumentInviteEmailTemplate = ({
@@ -28,8 +31,11 @@ export const DocumentInviteEmailTemplate = ({
   signDocumentLink = 'https://documenso.com',
   assetBaseUrl = 'http://localhost:3002',
   customBody,
+  role,
 }: DocumentInviteEmailTemplateProps) => {
-  const previewText = `${inviterName} has invited you to sign ${documentName}`;
+  const action = RECIPIENT_ROLES_DESCRIPTION[role].actionVerb.toLowerCase();
+
+  const previewText = `${inviterName} has invited you to ${action} ${documentName}`;
 
   const getAssetUrl = (path: string) => {
     return new URL(path, assetBaseUrl).toString();
@@ -64,6 +70,7 @@ export const DocumentInviteEmailTemplate = ({
                   documentName={documentName}
                   signDocumentLink={signDocumentLink}
                   assetBaseUrl={assetBaseUrl}
+                  role={role}
                 />
               </Section>
             </Container>
@@ -81,7 +88,7 @@ export const DocumentInviteEmailTemplate = ({
                   {customBody ? (
                     <pre className="font-sans text-base text-slate-400">{customBody}</pre>
                   ) : (
-                    `${inviterName} has invited you to sign the document "${documentName}".`
+                    `${inviterName} has invited you to ${action} the document "${documentName}".`
                   )}
                 </Text>
               </Section>

packages/email/templates/team-email-removed.tsx

@@ -0,0 +1,83 @@
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import config from '@documenso/tailwind-config';
+
+import { Body, Container, Head, Hr, Html, Preview, Section, Tailwind, Text } from '../components';
+import { TemplateFooter } from '../template-components/template-footer';
+import TemplateImage from '../template-components/template-image';
+
+export type TeamEmailRemovedTemplateProps = {
+  assetBaseUrl: string;
+  baseUrl: string;
+  teamEmail: string;
+  teamName: string;
+  teamUrl: string;
+};
+
+export const TeamEmailRemovedTemplate = ({
+  assetBaseUrl = 'http://localhost:3002',
+  baseUrl = 'https://documenso.com',
+  teamEmail = 'example@documenso.com',
+  teamName = 'Team Name',
+  teamUrl = 'demo',
+}: TeamEmailRemovedTemplateProps) => {
+  const previewText = `Team email removed for ${teamName} on Documenso`;
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto font-sans">
+          <Section className="bg-white text-slate-500">
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 px-2 pt-2 backdrop-blur-sm">
+              <TemplateImage
+                assetBaseUrl={assetBaseUrl}
+                className="mb-4 h-6 p-2"
+                staticAsset="logo.png"
+              />
+
+              <Section>
+                <TemplateImage
+                  className="mx-auto"
+                  assetBaseUrl={assetBaseUrl}
+                  staticAsset="mail-open-alert.png"
+                />
+              </Section>
+
+              <Section className="p-2 text-slate-500">
+                <Text className="text-center text-lg font-medium text-black">
+                  Team email removed
+                </Text>
+
+                <Text className="my-1 text-center text-base">
+                  The team email <span className="font-bold">{teamEmail}</span> has been removed
+                  from the following team
+                </Text>
+
+                <div className="mx-auto mb-6 mt-2 w-fit rounded-lg bg-gray-50 px-4 py-2 text-base font-medium text-slate-600">
+                  {formatTeamUrl(teamUrl, baseUrl)}
+                </div>
+              </Section>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter isDocument={false} />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default TeamEmailRemovedTemplate;

packages/email/templates/team-invite.tsx

@@ -0,0 +1,108 @@
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import config from '@documenso/tailwind-config';
+
+import {
+  Body,
+  Button,
+  Container,
+  Head,
+  Hr,
+  Html,
+  Preview,
+  Section,
+  Tailwind,
+  Text,
+} from '../components';
+import { TemplateFooter } from '../template-components/template-footer';
+import TemplateImage from '../template-components/template-image';
+
+export type TeamInviteEmailProps = {
+  assetBaseUrl: string;
+  baseUrl: string;
+  senderName: string;
+  teamName: string;
+  teamUrl: string;
+  token: string;
+};
+
+export const TeamInviteEmailTemplate = ({
+  assetBaseUrl = 'http://localhost:3002',
+  baseUrl = 'https://documenso.com',
+  senderName = 'John Doe',
+  teamName = 'Team Name',
+  teamUrl = 'demo',
+  token = '',
+}: TeamInviteEmailProps) => {
+  const previewText = `Accept invitation to join a team on Documenso`;
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto font-sans">
+          <Section className="bg-white text-slate-500">
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-2 backdrop-blur-sm">
+              <TemplateImage
+                assetBaseUrl={assetBaseUrl}
+                className="mb-4 h-6 p-2"
+                staticAsset="logo.png"
+              />
+
+              <Section>
+                <TemplateImage
+                  className="mx-auto"
+                  assetBaseUrl={assetBaseUrl}
+                  staticAsset="add-user.png"
+                />
+              </Section>
+
+              <Section className="p-2 text-slate-500">
+                <Text className="text-center text-lg font-medium text-black">
+                  Join {teamName} on Documenso
+                </Text>
+
+                <Text className="my-1 text-center text-base">
+                  You have been invited to join the following team
+                </Text>
+
+                <div className="mx-auto my-2 w-fit rounded-lg bg-gray-50 px-4 py-2 text-base font-medium text-slate-600">
+                  {formatTeamUrl(teamUrl, baseUrl)}
+                </div>
+
+                <Text className="my-1 text-center text-base">
+                  by <span className="text-slate-900">{senderName}</span>
+                </Text>
+
+                <Section className="mb-6 mt-6 text-center">
+                  <Button
+                    className="bg-documenso-500 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
+                    href={`${baseUrl}/team/invite/${token}`}
+                  >
+                    Accept
+                  </Button>
+                </Section>
+              </Section>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter isDocument={false} />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default TeamInviteEmailTemplate;

packages/email/templates/team-transfer-request.tsx

@@ -0,0 +1,112 @@
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import config from '@documenso/tailwind-config';
+
+import {
+  Body,
+  Button,
+  Container,
+  Head,
+  Hr,
+  Html,
+  Preview,
+  Section,
+  Tailwind,
+  Text,
+} from '../components';
+import { TemplateFooter } from '../template-components/template-footer';
+import TemplateImage from '../template-components/template-image';
+
+export type TeamTransferRequestTemplateProps = {
+  assetBaseUrl: string;
+  baseUrl: string;
+  senderName: string;
+  teamName: string;
+  teamUrl: string;
+  token: string;
+};
+
+export const TeamTransferRequestTemplate = ({
+  assetBaseUrl = 'http://localhost:3002',
+  baseUrl = 'https://documenso.com',
+  senderName = 'John Doe',
+  teamName = 'Team Name',
+  teamUrl = 'demo',
+  token = '',
+}: TeamTransferRequestTemplateProps) => {
+  const previewText = 'Accept team transfer request on Documenso';
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto font-sans">
+          <Section className="bg-white text-slate-500">
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 px-2 pt-2 backdrop-blur-sm">
+              <TemplateImage
+                assetBaseUrl={assetBaseUrl}
+                className="mb-4 h-6 p-2"
+                staticAsset="logo.png"
+              />
+
+              <Section>
+                <TemplateImage
+                  className="mx-auto"
+                  assetBaseUrl={assetBaseUrl}
+                  staticAsset="add-user.png"
+                />
+              </Section>
+
+              <Section className="p-2 text-slate-500">
+                <Text className="text-center text-lg font-medium text-black">
+                  {teamName} ownership transfer request
+                </Text>
+
+                <Text className="my-1 text-center text-base">
+                  <span className="font-bold">{senderName}</span> has requested that you take
+                  ownership of the following team
+                </Text>
+
+                <div className="mx-auto my-2 w-fit rounded-lg bg-gray-50 px-4 py-2 text-base font-medium text-slate-600">
+                  {formatTeamUrl(teamUrl, baseUrl)}
+                </div>
+
+                <Text className="text-center text-sm">
+                  By accepting this request, you will take responsibility for any billing items
+                  associated with this team.
+                </Text>
+
+                <Section className="mb-6 mt-6 text-center">
+                  <Button
+                    className="bg-documenso-500 ml-2 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
+                    href={`${baseUrl}/team/verify/transfer/${token}`}
+                  >
+                    Accept
+                  </Button>
+                </Section>
+              </Section>
+
+              <Text className="text-center text-xs">Link expires in 1 hour.</Text>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter isDocument={false} />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default TeamTransferRequestTemplate;

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

@@ -1,10 +1,10 @@
 import type { Recipient } from '@documenso/prisma/client';
-import { ReadStatus, SendStatus, SigningStatus } from '@documenso/prisma/client';
+import { ReadStatus, RecipientRole, SendStatus, SigningStatus } from '@documenso/prisma/client';
 
 export const getRecipientType = (recipient: Recipient) => {
   if (
-    recipient.sendStatus === SendStatus.SENT &&
-    recipient.signingStatus === SigningStatus.SIGNED
+    recipient.role === RecipientRole.CC ||
+    (recipient.sendStatus === SendStatus.SENT && recipient.signingStatus === SigningStatus.SIGNED)
   ) {
     return 'completed';
   }

packages/lib/constants/app.ts

@@ -1,5 +1,8 @@
 import { env } from 'next-runtime-env';
 
+export const APP_DOCUMENT_UPLOAD_SIZE_LIMIT =
+  Number(process.env.NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT) || 50;
+
 export const NEXT_PUBLIC_PROJECT = () => env('NEXT_PUBLIC_PROJECT');
 export const NEXT_PUBLIC_WEBAPP_URL = () => env('NEXT_PUBLIC_WEBAPP_URL');
 export const NEXT_PUBLIC_MARKETING_URL = () => env('NEXT_PUBLIC_MARKETING_URL');
@@ -11,3 +14,6 @@ export const APP_FOLDER = () => (IS_APP_MARKETING() ? 'marketing' : 'web');
 
 export const APP_BASE_URL = () =>
   IS_APP_WEB() ? NEXT_PUBLIC_WEBAPP_URL() : NEXT_PUBLIC_MARKETING_URL();
+
+export const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL() ?? 'http://localhost:3000';
+export const MARKETING_BASE_URL = NEXT_PUBLIC_MARKETING_URL() ?? 'http://localhost:3001';

packages/lib/constants/auth.ts

@@ -1,4 +1,4 @@
-import { IdentityProvider } from '@documenso/prisma/client';
+import { IdentityProvider, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 export const SALT_ROUNDS = 12;
 
@@ -10,3 +10,16 @@ export const IDENTITY_PROVIDER_NAME: { [key in IdentityProvider]: string } = {
 export const IS_GOOGLE_SSO_ENABLED = Boolean(
   process.env.NEXT_PRIVATE_GOOGLE_CLIENT_ID && process.env.NEXT_PRIVATE_GOOGLE_CLIENT_SECRET,
 );
+
+export const USER_SECURITY_AUDIT_LOG_MAP: { [key in UserSecurityAuditLogType]: string } = {
+  [UserSecurityAuditLogType.ACCOUNT_SSO_LINK]: 'Linked account to SSO',
+  [UserSecurityAuditLogType.ACCOUNT_PROFILE_UPDATE]: 'Profile updated',
+  [UserSecurityAuditLogType.AUTH_2FA_DISABLE]: '2FA Disabled',
+  [UserSecurityAuditLogType.AUTH_2FA_ENABLE]: '2FA Enabled',
+  [UserSecurityAuditLogType.PASSWORD_RESET]: 'Password reset',
+  [UserSecurityAuditLogType.PASSWORD_UPDATE]: 'Password updated',
+  [UserSecurityAuditLogType.SIGN_OUT]: 'Signed Out',
+  [UserSecurityAuditLogType.SIGN_IN]: 'Signed In',
+  [UserSecurityAuditLogType.SIGN_IN_FAIL]: 'Sign in attempt failed',
+  [UserSecurityAuditLogType.SIGN_IN_2FA_FAIL]: 'Sign in 2FA attempt failed',
+};

packages/lib/constants/billing.ts

@@ -0,0 +1,11 @@
+export enum STRIPE_CUSTOMER_TYPE {
+  INDIVIDUAL = 'individual',
+  TEAM = 'team',
+}
+
+export enum STRIPE_PLAN_TYPE {
+  TEAM = 'team',
+  COMMUNITY = 'community',
+}
+
+export const TEAM_BILLING_DOMAIN = 'billing.team.documenso.com';

packages/lib/constants/crypto.ts

@@ -2,15 +2,17 @@ export const DOCUMENSO_ENCRYPTION_KEY = process.env.NEXT_PRIVATE_ENCRYPTION_KEY;
 
 export const DOCUMENSO_ENCRYPTION_SECONDARY_KEY = process.env.NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY;
 
-// if (!DOCUMENSO_ENCRYPTION_KEY || !DOCUMENSO_ENCRYPTION_SECONDARY_KEY) {
-//   throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY or DOCUMENSO_ENCRYPTION_SECONDARY_KEY keys');
-// }
+if (typeof window === 'undefined') {
+  if (!DOCUMENSO_ENCRYPTION_KEY || !DOCUMENSO_ENCRYPTION_SECONDARY_KEY) {
+    throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY or DOCUMENSO_ENCRYPTION_SECONDARY_KEY keys');
+  }
 
-// if (DOCUMENSO_ENCRYPTION_KEY === DOCUMENSO_ENCRYPTION_SECONDARY_KEY) {
-//   throw new Error(
-//     'DOCUMENSO_ENCRYPTION_KEY and DOCUMENSO_ENCRYPTION_SECONDARY_KEY cannot be equal',
-//   );
-// }
+  if (DOCUMENSO_ENCRYPTION_KEY === DOCUMENSO_ENCRYPTION_SECONDARY_KEY) {
+    throw new Error(
+      'DOCUMENSO_ENCRYPTION_KEY and DOCUMENSO_ENCRYPTION_SECONDARY_KEY cannot be equal',
+    );
+  }
+}
 
 if (DOCUMENSO_ENCRYPTION_KEY === 'CAFEBABE') {
   console.warn('*********************************************************************');

packages/lib/constants/recipient-roles.ts

@@ -0,0 +1,26 @@
+import { RecipientRole } from '@documenso/prisma/client';
+
+export const RECIPIENT_ROLES_DESCRIPTION: {
+  [key in RecipientRole]: { actionVerb: string; progressiveVerb: string; roleName: string };
+} = {
+  [RecipientRole.APPROVER]: {
+    actionVerb: 'Approve',
+    progressiveVerb: 'Approving',
+    roleName: 'Approver',
+  },
+  [RecipientRole.CC]: {
+    actionVerb: 'CC',
+    progressiveVerb: 'CC',
+    roleName: 'CC',
+  },
+  [RecipientRole.SIGNER]: {
+    actionVerb: 'Sign',
+    progressiveVerb: 'Signing',
+    roleName: 'Signer',
+  },
+  [RecipientRole.VIEWER]: {
+    actionVerb: 'View',
+    progressiveVerb: 'Viewing',
+    roleName: 'Viewer',
+  },
+};

packages/lib/constants/teams.ts

@@ -0,0 +1,103 @@
+import { TeamMemberRole } from '@documenso/prisma/client';
+
+export const TEAM_URL_ROOT_REGEX = new RegExp('^/t/[^/]+$');
+export const TEAM_URL_REGEX = new RegExp('^/t/[^/]+');
+
+export const TEAM_MEMBER_ROLE_MAP: Record<keyof typeof TeamMemberRole, string> = {
+  ADMIN: 'Admin',
+  MANAGER: 'Manager',
+  MEMBER: 'Member',
+};
+
+export const TEAM_MEMBER_ROLE_PERMISSIONS_MAP = {
+  /**
+   * Includes permissions to:
+   * - Manage team members
+   * - Manage team settings, changing name, url, etc.
+   */
+  MANAGE_TEAM: [TeamMemberRole.ADMIN, TeamMemberRole.MANAGER],
+  MANAGE_BILLING: [TeamMemberRole.ADMIN],
+  DELETE_TEAM_TRANSFER_REQUEST: [TeamMemberRole.ADMIN],
+} satisfies Record<string, TeamMemberRole[]>;
+
+/**
+ * A hierarchy of team member roles to determine which role has higher permission than another.
+ */
+export const TEAM_MEMBER_ROLE_HIERARCHY = {
+  [TeamMemberRole.ADMIN]: [TeamMemberRole.ADMIN, TeamMemberRole.MANAGER, TeamMemberRole.MEMBER],
+  [TeamMemberRole.MANAGER]: [TeamMemberRole.MANAGER, TeamMemberRole.MEMBER],
+  [TeamMemberRole.MEMBER]: [TeamMemberRole.MEMBER],
+} satisfies Record<TeamMemberRole, TeamMemberRole[]>;
+
+export const PROTECTED_TEAM_URLS = [
+  '403',
+  '404',
+  '500',
+  '502',
+  '503',
+  '504',
+  'about',
+  'account',
+  'admin',
+  'administrator',
+  'api',
+  'app',
+  'archive',
+  'auth',
+  'backup',
+  'config',
+  'configure',
+  'contact',
+  'contact-us',
+  'copyright',
+  'crime',
+  'criminal',
+  'dashboard',
+  'docs',
+  'documenso',
+  'documentation',
+  'document',
+  'documents',
+  'error',
+  'exploit',
+  'exploitation',
+  'exploiter',
+  'feedback',
+  'finance',
+  'forgot-password',
+  'fraud',
+  'fraudulent',
+  'hack',
+  'hacker',
+  'harassment',
+  'help',
+  'helpdesk',
+  'illegal',
+  'internal',
+  'legal',
+  'login',
+  'logout',
+  'maintenance',
+  'malware',
+  'newsletter',
+  'policy',
+  'privacy',
+  'profile',
+  'public',
+  'reset-password',
+  'scam',
+  'scammer',
+  'settings',
+  'setup',
+  'sign',
+  'signin',
+  'signout',
+  'signup',
+  'spam',
+  'support',
+  'system',
+  'team',
+  'terms',
+  'virus',
+  'webhook',
+];

packages/lib/errors/app-error.ts

@@ -0,0 +1,144 @@
+import { TRPCError } from '@trpc/server';
+import { z } from 'zod';
+
+import { TRPCClientError } from '@documenso/trpc/client';
+
+/**
+ * Generic application error codes.
+ */
+export enum AppErrorCode {
+  'ALREADY_EXISTS' = 'AlreadyExists',
+  'EXPIRED_CODE' = 'ExpiredCode',
+  'INVALID_BODY' = 'InvalidBody',
+  'INVALID_REQUEST' = 'InvalidRequest',
+  'NOT_FOUND' = 'NotFound',
+  'NOT_SETUP' = 'NotSetup',
+  'UNAUTHORIZED' = 'Unauthorized',
+  'UNKNOWN_ERROR' = 'UnknownError',
+  'RETRY_EXCEPTION' = 'RetryException',
+  'SCHEMA_FAILED' = 'SchemaFailed',
+  'TOO_MANY_REQUESTS' = 'TooManyRequests',
+}
+
+const genericErrorCodeToTrpcErrorCodeMap: Record<string, TRPCError['code']> = {
+  [AppErrorCode.ALREADY_EXISTS]: 'BAD_REQUEST',
+  [AppErrorCode.EXPIRED_CODE]: 'BAD_REQUEST',
+  [AppErrorCode.INVALID_BODY]: 'BAD_REQUEST',
+  [AppErrorCode.INVALID_REQUEST]: 'BAD_REQUEST',
+  [AppErrorCode.NOT_FOUND]: 'NOT_FOUND',
+  [AppErrorCode.NOT_SETUP]: 'BAD_REQUEST',
+  [AppErrorCode.UNAUTHORIZED]: 'UNAUTHORIZED',
+  [AppErrorCode.UNKNOWN_ERROR]: 'INTERNAL_SERVER_ERROR',
+  [AppErrorCode.RETRY_EXCEPTION]: 'INTERNAL_SERVER_ERROR',
+  [AppErrorCode.SCHEMA_FAILED]: 'INTERNAL_SERVER_ERROR',
+  [AppErrorCode.TOO_MANY_REQUESTS]: 'TOO_MANY_REQUESTS',
+};
+
+export const ZAppErrorJsonSchema = z.object({
+  code: z.string(),
+  message: z.string().optional(),
+  userMessage: z.string().optional(),
+});
+
+export type TAppErrorJsonSchema = z.infer<typeof ZAppErrorJsonSchema>;
+
+export class AppError extends Error {
+  /**
+   * The error code.
+   */
+  code: string;
+
+  /**
+   * An error message which can be displayed to the user.
+   */
+  userMessage?: string;
+
+  /**
+   * Create a new AppError.
+   *
+   * @param errorCode A string representing the error code.
+   * @param message An internal error message.
+   * @param userMessage A error message which can be displayed to the user.
+   */
+  public constructor(errorCode: string, message?: string, userMessage?: string) {
+    super(message || errorCode);
+    this.code = errorCode;
+    this.userMessage = userMessage;
+  }
+
+  /**
+   * Parse an unknown value into an AppError.
+   *
+   * @param error An unknown type.
+   */
+  static parseError(error: unknown): AppError {
+    if (error instanceof AppError) {
+      return error;
+    }
+
+    // Handle TRPC errors.
+    if (error instanceof TRPCClientError) {
+      const parsedJsonError = AppError.parseFromJSONString(error.message);
+      return parsedJsonError || new AppError('UnknownError', error.message);
+    }
+
+    // Handle completely unknown errors.
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+    const { code, message, userMessage } = error as {
+      code: unknown;
+      message: unknown;
+      status: unknown;
+      userMessage: unknown;
+    };
+
+    const validCode: string | null = typeof code === 'string' ? code : AppErrorCode.UNKNOWN_ERROR;
+    const validMessage: string | undefined = typeof message === 'string' ? message : undefined;
+    const validUserMessage: string | undefined =
+      typeof userMessage === 'string' ? userMessage : undefined;
+
+    return new AppError(validCode, validMessage, validUserMessage);
+  }
+
+  static parseErrorToTRPCError(error: unknown): TRPCError {
+    const appError = AppError.parseError(error);
+
+    return new TRPCError({
+      code: genericErrorCodeToTrpcErrorCodeMap[appError.code] || 'BAD_REQUEST',
+      message: AppError.toJSONString(appError),
+    });
+  }
+
+  /**
+   * Convert an AppError into a JSON object which represents the error.
+   *
+   * @param appError The AppError to convert to JSON.
+   * @returns A JSON object representing the AppError.
+   */
+  static toJSON({ code, message, userMessage }: AppError): TAppErrorJsonSchema {
+    return {
+      code,
+      message,
+      userMessage,
+    };
+  }
+
+  /**
+   * Convert an AppError into a JSON string containing the relevant information.
+   *
+   * @param appError The AppError to stringify.
+   * @returns A JSON string representing the AppError.
+   */
+  static toJSONString(appError: AppError): string {
+    return JSON.stringify(AppError.toJSON(appError));
+  }
+
+  static parseFromJSONString(jsonString: string): AppError | null {
+    const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
+
+    if (!parsed.success) {
+      return null;
+    }
+
+    return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+  }
+}

packages/lib/next-auth/auth-options.ts

@@ -10,11 +10,12 @@ import GoogleProvider from 'next-auth/providers/google';
 import { env } from 'next-runtime-env';
 
 import { prisma } from '@documenso/prisma';
-import { IdentityProvider } from '@documenso/prisma/client';
+import { IdentityProvider, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import { isTwoFactorAuthenticationEnabled } from '../server-only/2fa/is-2fa-availble';
 import { validateTwoFactorAuthentication } from '../server-only/2fa/validate-2fa';
 import { getUserByEmail } from '../server-only/user/get-user-by-email';
+import { extractNextAuthRequestMetadata } from '../universal/extract-request-metadata';
 import { ErrorCode } from './error-codes';
 
 export const NEXT_AUTH_OPTIONS: AuthOptions = {
@@ -36,7 +37,7 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
         },
         backupCode: { label: 'Backup Code', type: 'input', placeholder: 'Two-factor backup code' },
       },
-      authorize: async (credentials, _req) => {
+      authorize: async (credentials, req) => {
         if (!credentials) {
           throw new Error(ErrorCode.CREDENTIALS_NOT_FOUND);
         }
@@ -52,8 +53,18 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
         }
 
         const isPasswordsSame = await compare(password, user.password);
+        const requestMetadata = extractNextAuthRequestMetadata(req);
 
         if (!isPasswordsSame) {
+          await prisma.userSecurityAuditLog.create({
+            data: {
+              userId: user.id,
+              ipAddress: requestMetadata.ipAddress,
+              userAgent: requestMetadata.userAgent,
+              type: UserSecurityAuditLogType.SIGN_IN_FAIL,
+            },
+          });
+
           throw new Error(ErrorCode.INCORRECT_EMAIL_PASSWORD);
         }
 
@@ -63,6 +74,15 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
           const isValid = await validateTwoFactorAuthentication({ backupCode, totpCode, user });
 
           if (!isValid) {
+            await prisma.userSecurityAuditLog.create({
+              data: {
+                userId: user.id,
+                ipAddress: requestMetadata.ipAddress,
+                userAgent: requestMetadata.userAgent,
+                type: UserSecurityAuditLogType.SIGN_IN_2FA_FAIL,
+              },
+            });
+
             throw new Error(
               totpCode
                 ? ErrorCode.INCORRECT_TWO_FACTOR_CODE
@@ -193,4 +213,5 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
       return true;
     },
   },
+  // Note: `events` are handled in `apps/web/src/pages/api/auth/[...nextauth].ts` to allow access to the request.
 };

packages/lib/server-only/2fa/disable-2fa.ts

@@ -1,21 +1,25 @@
 import { compare } from 'bcrypt';
 
 import { prisma } from '@documenso/prisma';
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import { ErrorCode } from '../../next-auth/error-codes';
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { validateTwoFactorAuthentication } from './validate-2fa';
 
 type DisableTwoFactorAuthenticationOptions = {
   user: User;
   backupCode: string;
   password: string;
+  requestMetadata?: RequestMetadata;
 };
 
 export const disableTwoFactorAuthentication = async ({
   backupCode,
   user,
   password,
+  requestMetadata,
 }: DisableTwoFactorAuthenticationOptions) => {
   if (!user.password) {
     throw new Error(ErrorCode.USER_MISSING_PASSWORD);
@@ -33,15 +37,26 @@ export const disableTwoFactorAuthentication = async ({
     throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_BACKUP_CODE);
   }
 
-  await prisma.user.update({
-    where: {
-      id: user.id,
-    },
-    data: {
-      twoFactorEnabled: false,
-      twoFactorBackupCodes: null,
-      twoFactorSecret: null,
-    },
+  await prisma.$transaction(async (tx) => {
+    await tx.user.update({
+      where: {
+        id: user.id,
+      },
+      data: {
+        twoFactorEnabled: false,
+        twoFactorBackupCodes: null,
+        twoFactorSecret: null,
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId: user.id,
+        type: UserSecurityAuditLogType.AUTH_2FA_DISABLE,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
   });
 
   return true;

packages/lib/server-only/2fa/enable-2fa.ts

@@ -1,18 +1,21 @@
 import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { prisma } from '@documenso/prisma';
-import { User } from '@documenso/prisma/client';
+import { type User, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getBackupCodes } from './get-backup-code';
 import { verifyTwoFactorAuthenticationToken } from './verify-2fa-token';
 
 type EnableTwoFactorAuthenticationOptions = {
   user: User;
   code: string;
+  requestMetadata?: RequestMetadata;
 };
 
 export const enableTwoFactorAuthentication = async ({
   user,
   code,
+  requestMetadata,
 }: EnableTwoFactorAuthenticationOptions) => {
   if (user.identityProvider !== 'DOCUMENSO') {
     throw new Error(ErrorCode.INCORRECT_IDENTITY_PROVIDER);
@@ -32,13 +35,24 @@ export const enableTwoFactorAuthentication = async ({
     throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_CODE);
   }
 
-  const updatedUser = await prisma.user.update({
-    where: {
-      id: user.id,
-    },
-    data: {
-      twoFactorEnabled: true,
-    },
+  const updatedUser = await prisma.$transaction(async (tx) => {
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId: user.id,
+        type: UserSecurityAuditLogType.AUTH_2FA_ENABLE,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+
+    return await tx.user.update({
+      where: {
+        id: user.id,
+      },
+      data: {
+        twoFactorEnabled: true,
+      },
+    });
   });
 
   const recoveryCodes = getBackupCodes({ user: updatedUser });

packages/lib/server-only/2fa/setup-2fa.ts

@@ -5,7 +5,7 @@ import { createTOTPKeyURI } from 'oslo/otp';
 
 import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { prisma } from '@documenso/prisma';
-import { User } from '@documenso/prisma/client';
+import { type User } from '@documenso/prisma/client';
 
 import { DOCUMENSO_ENCRYPTION_KEY } from '../../constants/crypto';
 import { symmetricEncrypt } from '../../universal/crypto';

packages/lib/server-only/crypto/decrypt.ts

@@ -13,21 +13,25 @@ export const decryptSecondaryData = (encryptedData: string): string | null => {
     throw new Error('Missing encryption key');
   }
 
-  const decryptedBufferValue = symmetricDecrypt({
-    key: DOCUMENSO_ENCRYPTION_SECONDARY_KEY,
-    data: encryptedData,
-  });
+  try {
+    const decryptedBufferValue = symmetricDecrypt({
+      key: DOCUMENSO_ENCRYPTION_SECONDARY_KEY,
+      data: encryptedData,
+    });
 
-  const decryptedValue = Buffer.from(decryptedBufferValue).toString('utf-8');
-  const result = ZEncryptedDataSchema.safeParse(JSON.parse(decryptedValue));
+    const decryptedValue = Buffer.from(decryptedBufferValue).toString('utf-8');
+    const result = ZEncryptedDataSchema.safeParse(JSON.parse(decryptedValue));
 
-  if (!result.success) {
+    if (!result.success) {
+      return null;
+    }
+
+    if (result.data.expiresAt !== undefined && result.data.expiresAt < Date.now()) {
+      return null;
+    }
+
+    return result.data.data;
+  } catch {
     return null;
   }
-
-  if (result.data.expiresAt !== undefined && result.data.expiresAt < Date.now()) {
-    return null;
-  }
-
-  return result.data.data;
 };

packages/lib/server-only/document-meta/upsert-document-meta.ts

@@ -24,7 +24,20 @@ export const upsertDocumentMeta = async ({
   await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
   });
 

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

@@ -5,15 +5,37 @@ import { prisma } from '@documenso/prisma';
 export type CreateDocumentOptions = {
   title: string;
   userId: number;
+  teamId?: number;
   documentDataId: string;
 };
 
-export const createDocument = async ({ userId, title, documentDataId }: CreateDocumentOptions) => {
-  return await prisma.document.create({
-    data: {
-      title,
-      documentDataId,
-      userId,
-    },
+export const createDocument = async ({
+  userId,
+  title,
+  documentDataId,
+  teamId,
+}: CreateDocumentOptions) => {
+  return await prisma.$transaction(async (tx) => {
+    if (teamId !== undefined) {
+      await tx.team.findFirstOrThrow({
+        where: {
+          id: teamId,
+          members: {
+            some: {
+              userId,
+            },
+          },
+        },
+      });
+    }
+
+    return await tx.document.create({
+      data: {
+        title,
+        documentDataId,
+        userId,
+        teamId,
+      },
+    });
   });
 };

packages/lib/server-only/document/duplicate-document-by-id.ts

@@ -1,16 +1,27 @@
 import { prisma } from '@documenso/prisma';
+import type { Prisma } from '@documenso/prisma/client';
+
+import { getDocumentWhereInput } from './get-document-by-id';
 
 export interface DuplicateDocumentByIdOptions {
   id: number;
   userId: number;
+  teamId?: number;
 }
 
-export const duplicateDocumentById = async ({ id, userId }: DuplicateDocumentByIdOptions) => {
+export const duplicateDocumentById = async ({
+  id,
+  userId,
+  teamId,
+}: DuplicateDocumentByIdOptions) => {
+  const documentWhereInput = await getDocumentWhereInput({
+    documentId: id,
+    userId,
+    teamId,
+  });
+
   const document = await prisma.document.findUniqueOrThrow({
-    where: {
-      id,
-      userId: userId,
-    },
+    where: documentWhereInput,
     select: {
       title: true,
       userId: true,
@@ -33,7 +44,7 @@ export const duplicateDocumentById = async ({ id, userId }: DuplicateDocumentByI
     },
   });
 
-  const createdDocument = await prisma.document.create({
+  const createDocumentArguments: Prisma.DocumentCreateArgs = {
     data: {
       title: document.title,
       User: {
@@ -53,7 +64,17 @@ export const duplicateDocumentById = async ({ id, userId }: DuplicateDocumentByI
         },
       },
     },
-  });
+  };
+
+  if (teamId !== undefined) {
+    createDocumentArguments.data.team = {
+      connect: {
+        id: teamId,
+      },
+    };
+  }
+
+  const createdDocument = await prisma.document.create(createDocumentArguments);
 
   return createdDocument.id;
 };

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

@@ -2,15 +2,18 @@ import { DateTime } from 'luxon';
 import { P, match } from 'ts-pattern';
 
 import { prisma } from '@documenso/prisma';
-import type { Document, Prisma } from '@documenso/prisma/client';
-import { SigningStatus } from '@documenso/prisma/client';
+import { RecipientRole, SigningStatus } from '@documenso/prisma/client';
+import type { Document, Prisma, Team, TeamEmail, User } from '@documenso/prisma/client';
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 
 import type { FindResultSet } from '../../types/find-result-set';
 import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
 
+export type PeriodSelectorValue = '' | '7d' | '14d' | '30d';
+
 export type FindDocumentsOptions = {
   userId: number;
+  teamId?: number;
   term?: string;
   status?: ExtendedDocumentStatus;
   page?: number;
@@ -19,22 +22,50 @@ export type FindDocumentsOptions = {
     column: keyof Omit<Document, 'document'>;
     direction: 'asc' | 'desc';
   };
-  period?: '' | '7d' | '14d' | '30d';
+  period?: PeriodSelectorValue;
+  senderIds?: number[];
 };
 
 export const findDocuments = async ({
   userId,
+  teamId,
   term,
   status = ExtendedDocumentStatus.ALL,
   page = 1,
   perPage = 10,
   orderBy,
   period,
+  senderIds,
 }: FindDocumentsOptions) => {
-  const user = await prisma.user.findFirstOrThrow({
-    where: {
-      id: userId,
-    },
+  const { user, team } = await prisma.$transaction(async (tx) => {
+    const user = await tx.user.findFirstOrThrow({
+      where: {
+        id: userId,
+      },
+    });
+
+    let team = null;
+
+    if (teamId !== undefined) {
+      team = await tx.team.findFirstOrThrow({
+        where: {
+          id: teamId,
+          members: {
+            some: {
+              userId,
+            },
+          },
+        },
+        include: {
+          teamEmail: true,
+        },
+      });
+    }
+
+    return {
+      user,
+      team,
+    };
   });
 
   const orderByColumn = orderBy?.column ?? 'createdAt';
@@ -51,90 +82,34 @@ export const findDocuments = async ({
     })
     .otherwise(() => undefined);
 
-  const filters = match<ExtendedDocumentStatus, Prisma.DocumentWhereInput>(status)
-    .with(ExtendedDocumentStatus.ALL, () => ({
-      OR: [
-        {
-          userId,
-          deletedAt: null,
-        },
-        {
-          status: ExtendedDocumentStatus.COMPLETED,
-          Recipient: {
-            some: {
-              email: user.email,
-            },
-          },
-        },
-        {
-          status: ExtendedDocumentStatus.PENDING,
-          Recipient: {
-            some: {
-              email: user.email,
-            },
-          },
-          deletedAt: null,
-        },
-      ],
-    }))
-    .with(ExtendedDocumentStatus.INBOX, () => ({
-      status: {
-        not: ExtendedDocumentStatus.DRAFT,
-      },
-      Recipient: {
-        some: {
-          email: user.email,
-          signingStatus: SigningStatus.NOT_SIGNED,
-        },
-      },
-      deletedAt: null,
-    }))
-    .with(ExtendedDocumentStatus.DRAFT, () => ({
-      userId,
-      status: ExtendedDocumentStatus.DRAFT,
-      deletedAt: null,
-    }))
-    .with(ExtendedDocumentStatus.PENDING, () => ({
-      OR: [
-        {
-          userId,
-          status: ExtendedDocumentStatus.PENDING,
-          deletedAt: null,
-        },
-        {
-          status: ExtendedDocumentStatus.PENDING,
-          Recipient: {
-            some: {
-              email: user.email,
-              signingStatus: SigningStatus.SIGNED,
-            },
-          },
-          deletedAt: null,
-        },
-      ],
-    }))
-    .with(ExtendedDocumentStatus.COMPLETED, () => ({
-      OR: [
-        {
-          userId,
-          status: ExtendedDocumentStatus.COMPLETED,
-          deletedAt: null,
-        },
-        {
-          status: ExtendedDocumentStatus.COMPLETED,
-          Recipient: {
-            some: {
-              email: user.email,
-            },
-          },
-        },
-      ],
-    }))
-    .exhaustive();
+  const filters = team ? findTeamDocumentsFilter(status, team) : findDocumentsFilter(status, user);
 
-  const whereClause = {
+  if (filters === null) {
+    return {
+      data: [],
+      count: 0,
+      currentPage: 1,
+      perPage,
+      totalPages: 0,
+    };
+  }
+
+  const whereClause: Prisma.DocumentWhereInput = {
     ...termFilters,
     ...filters,
+    AND: {
+      OR: [
+        {
+          status: ExtendedDocumentStatus.COMPLETED,
+        },
+        {
+          status: {
+            not: ExtendedDocumentStatus.COMPLETED,
+          },
+          deletedAt: null,
+        },
+      ],
+    },
   };
 
   if (period) {
@@ -147,6 +122,12 @@ export const findDocuments = async ({
     };
   }
 
+  if (senderIds && senderIds.length > 0) {
+    whereClause.userId = {
+      in: senderIds,
+    };
+  }
+
   const [data, count] = await Promise.all([
     prisma.document.findMany({
       where: whereClause,
@@ -164,13 +145,16 @@ export const findDocuments = async ({
           },
         },
         Recipient: true,
+        team: {
+          select: {
+            id: true,
+            url: true,
+          },
+        },
       },
     }),
     prisma.document.count({
-      where: {
-        ...termFilters,
-        ...filters,
-      },
+      where: whereClause,
     }),
   ]);
 
@@ -189,3 +173,268 @@ export const findDocuments = async ({
     totalPages: Math.ceil(count / perPage),
   } satisfies FindResultSet<typeof data>;
 };
+
+const findDocumentsFilter = (status: ExtendedDocumentStatus, user: User) => {
+  return match<ExtendedDocumentStatus, Prisma.DocumentWhereInput>(status)
+    .with(ExtendedDocumentStatus.ALL, () => ({
+      OR: [
+        {
+          userId: user.id,
+          teamId: null,
+        },
+        {
+          status: ExtendedDocumentStatus.COMPLETED,
+          Recipient: {
+            some: {
+              email: user.email,
+            },
+          },
+        },
+        {
+          status: ExtendedDocumentStatus.PENDING,
+          Recipient: {
+            some: {
+              email: user.email,
+            },
+          },
+        },
+      ],
+    }))
+    .with(ExtendedDocumentStatus.INBOX, () => ({
+      status: {
+        not: ExtendedDocumentStatus.DRAFT,
+      },
+      Recipient: {
+        some: {
+          email: user.email,
+          signingStatus: SigningStatus.NOT_SIGNED,
+          role: {
+            not: RecipientRole.CC,
+          },
+        },
+      },
+    }))
+    .with(ExtendedDocumentStatus.DRAFT, () => ({
+      userId: user.id,
+      teamId: null,
+      status: ExtendedDocumentStatus.DRAFT,
+    }))
+    .with(ExtendedDocumentStatus.PENDING, () => ({
+      OR: [
+        {
+          userId: user.id,
+          teamId: null,
+          status: ExtendedDocumentStatus.PENDING,
+        },
+        {
+          status: ExtendedDocumentStatus.PENDING,
+          Recipient: {
+            some: {
+              email: user.email,
+              signingStatus: SigningStatus.SIGNED,
+              role: {
+                not: RecipientRole.CC,
+              },
+            },
+          },
+        },
+      ],
+    }))
+    .with(ExtendedDocumentStatus.COMPLETED, () => ({
+      OR: [
+        {
+          userId: user.id,
+          teamId: null,
+          status: ExtendedDocumentStatus.COMPLETED,
+        },
+        {
+          status: ExtendedDocumentStatus.COMPLETED,
+          Recipient: {
+            some: {
+              email: user.email,
+            },
+          },
+        },
+      ],
+    }))
+    .exhaustive();
+};
+
+/**
+ * Create a Prisma filter for the Document schema to find documents for a team.
+ *
+ * Status All:
+ *  - Documents that belong to the team
+ *  - Documents that have been sent by the team email
+ *  - Non draft documents that have been sent to the team email
+ *
+ * Status Inbox:
+ *  - Non draft documents that have been sent to the team email that have not been signed
+ *
+ * Status Draft:
+ * - Documents that belong to the team that are draft
+ * - Documents that belong to the team email that are draft
+ *
+ * Status Pending:
+ * - Documents that belong to the team that are pending
+ * - Documents that have been sent by the team email that is pending to be signed by someone else
+ * - Documents that have been sent to the team email that is pending to be signed by someone else
+ *
+ * Status Completed:
+ * - Documents that belong to the team that are completed
+ * - Documents that have been sent to the team email that are completed
+ * - Documents that have been sent by the team email that are completed
+ *
+ * @param status The status of the documents to find.
+ * @param team The team to find the documents for.
+ * @returns A filter which can be applied to the Prisma Document schema.
+ */
+const findTeamDocumentsFilter = (
+  status: ExtendedDocumentStatus,
+  team: Team & { teamEmail: TeamEmail | null },
+) => {
+  const teamEmail = team.teamEmail?.email ?? null;
+
+  return match<ExtendedDocumentStatus, Prisma.DocumentWhereInput | null>(status)
+    .with(ExtendedDocumentStatus.ALL, () => {
+      const filter: Prisma.DocumentWhereInput = {
+        // Filter to display all documents that belong to the team.
+        OR: [
+          {
+            teamId: team.id,
+          },
+        ],
+      };
+
+      if (teamEmail && filter.OR) {
+        // Filter to display all documents received by the team email that are not draft.
+        filter.OR.push({
+          status: {
+            not: ExtendedDocumentStatus.DRAFT,
+          },
+          Recipient: {
+            some: {
+              email: teamEmail,
+            },
+          },
+        });
+
+        // Filter to display all documents that have been sent by the team email.
+        filter.OR.push({
+          User: {
+            email: teamEmail,
+          },
+        });
+      }
+
+      return filter;
+    })
+    .with(ExtendedDocumentStatus.INBOX, () => {
+      // Return a filter that will return nothing.
+      if (!teamEmail) {
+        return null;
+      }
+
+      return {
+        status: {
+          not: ExtendedDocumentStatus.DRAFT,
+        },
+        Recipient: {
+          some: {
+            email: teamEmail,
+            signingStatus: SigningStatus.NOT_SIGNED,
+            role: {
+              not: RecipientRole.CC,
+            },
+          },
+        },
+      };
+    })
+    .with(ExtendedDocumentStatus.DRAFT, () => {
+      const filter: Prisma.DocumentWhereInput = {
+        OR: [
+          {
+            teamId: team.id,
+            status: ExtendedDocumentStatus.DRAFT,
+          },
+        ],
+      };
+
+      if (teamEmail && filter.OR) {
+        filter.OR.push({
+          status: ExtendedDocumentStatus.DRAFT,
+          User: {
+            email: teamEmail,
+          },
+        });
+      }
+
+      return filter;
+    })
+    .with(ExtendedDocumentStatus.PENDING, () => {
+      const filter: Prisma.DocumentWhereInput = {
+        OR: [
+          {
+            teamId: team.id,
+            status: ExtendedDocumentStatus.PENDING,
+          },
+        ],
+      };
+
+      if (teamEmail && filter.OR) {
+        filter.OR.push({
+          status: ExtendedDocumentStatus.PENDING,
+          OR: [
+            {
+              Recipient: {
+                some: {
+                  email: teamEmail,
+                  signingStatus: SigningStatus.SIGNED,
+                  role: {
+                    not: RecipientRole.CC,
+                  },
+                },
+              },
+            },
+            {
+              User: {
+                email: teamEmail,
+              },
+            },
+          ],
+        });
+      }
+
+      return filter;
+    })
+    .with(ExtendedDocumentStatus.COMPLETED, () => {
+      const filter: Prisma.DocumentWhereInput = {
+        status: ExtendedDocumentStatus.COMPLETED,
+        OR: [
+          {
+            teamId: team.id,
+          },
+        ],
+      };
+
+      if (teamEmail && filter.OR) {
+        filter.OR.push(
+          {
+            Recipient: {
+              some: {
+                email: teamEmail,
+              },
+            },
+          },
+          {
+            User: {
+              email: teamEmail,
+            },
+          },
+        );
+      }
+
+      return filter;
+    })
+    .exhaustive();
+};

packages/lib/server-only/document/get-document-by-id.ts

@@ -1,19 +1,106 @@
 import { prisma } from '@documenso/prisma';
+import type { Prisma } from '@documenso/prisma/client';
 
-export interface GetDocumentByIdOptions {
+import { getTeamById } from '../team/get-team';
+
+export type GetDocumentByIdOptions = {
   id: number;
   userId: number;
-}
+  teamId?: number;
+};
+
+export const getDocumentById = async ({ id, userId, teamId }: GetDocumentByIdOptions) => {
+  const documentWhereInput = await getDocumentWhereInput({
+    documentId: id,
+    userId,
+    teamId,
+  });
 
-export const getDocumentById = async ({ id, userId }: GetDocumentByIdOptions) => {
   return await prisma.document.findFirstOrThrow({
-    where: {
-      id,
-      userId,
-    },
+    where: documentWhereInput,
     include: {
       documentData: true,
       documentMeta: true,
     },
   });
 };
+
+export type GetDocumentWhereInputOptions = {
+  documentId: number;
+  userId: number;
+  teamId?: number;
+
+  /**
+   * Whether to return a filter that allows access to both the user and team documents.
+   * This only applies if `teamId` is passed in.
+   *
+   * If true, and `teamId` is passed in, the filter will allow both team and user documents.
+   * If false, and `teamId` is passed in, the filter will only allow team documents.
+   *
+   * Defaults to false.
+   */
+  overlapUserTeamScope?: boolean;
+};
+
+/**
+ * Generate the where input for a given Prisma document query.
+ *
+ * This will return a query that allows a user to get a document if they have valid access to it.
+ */
+export const getDocumentWhereInput = async ({
+  documentId,
+  userId,
+  teamId,
+  overlapUserTeamScope = false,
+}: GetDocumentWhereInputOptions) => {
+  const documentWhereInput: Prisma.DocumentWhereUniqueInput = {
+    id: documentId,
+    OR: [
+      {
+        userId,
+      },
+    ],
+  };
+
+  if (teamId === undefined || !documentWhereInput.OR) {
+    return documentWhereInput;
+  }
+
+  const team = await getTeamById({ teamId, userId });
+
+  // Allow access to team and user documents.
+  if (overlapUserTeamScope) {
+    documentWhereInput.OR.push({
+      teamId: team.id,
+    });
+  }
+
+  // Allow access to only team documents.
+  if (!overlapUserTeamScope) {
+    documentWhereInput.OR = [
+      {
+        teamId: team.id,
+      },
+    ];
+  }
+
+  // Allow access to documents sent to or from the team email.
+  if (team.teamEmail) {
+    documentWhereInput.OR.push(
+      {
+        Recipient: {
+          some: {
+            email: team.teamEmail.email,
+          },
+        },
+      },
+      {
+        User: {
+          email: team.teamEmail.email,
+        },
+      },
+    );
+  }
+
+  return documentWhereInput;
+};

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

@@ -1,76 +1,34 @@
+import { DateTime } from 'luxon';
+
+import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
 import { prisma } from '@documenso/prisma';
-import type { User } from '@documenso/prisma/client';
+import type { Prisma, User } from '@documenso/prisma/client';
 import { SigningStatus } from '@documenso/prisma/client';
 import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 
 export type GetStatsInput = {
   user: User;
+  team?: Omit<GetTeamCountsOption, 'createdAt'>;
+  period?: PeriodSelectorValue;
 };
 
-export const getStats = async ({ user }: GetStatsInput) => {
-  const [ownerCounts, notSignedCounts, hasSignedCounts] = await Promise.all([
-    prisma.document.groupBy({
-      by: ['status'],
-      _count: {
-        _all: true,
-      },
-      where: {
-        userId: user.id,
-        deletedAt: null,
-      },
-    }),
-    prisma.document.groupBy({
-      by: ['status'],
-      _count: {
-        _all: true,
-      },
-      where: {
-        status: ExtendedDocumentStatus.PENDING,
-        Recipient: {
-          some: {
-            email: user.email,
-            signingStatus: SigningStatus.NOT_SIGNED,
-          },
-        },
-        deletedAt: null,
-      },
-    }),
-    prisma.document.groupBy({
-      by: ['status'],
-      _count: {
-        _all: true,
-      },
-      where: {
-        User: {
-          email: {
-            not: user.email,
-          },
-        },
-        OR: [
-          {
-            status: ExtendedDocumentStatus.PENDING,
-            Recipient: {
-              some: {
-                email: user.email,
-                signingStatus: SigningStatus.SIGNED,
-              },
-            },
-            deletedAt: null,
-          },
-          {
-            status: ExtendedDocumentStatus.COMPLETED,
-            Recipient: {
-              some: {
-                email: user.email,
-                signingStatus: SigningStatus.SIGNED,
-              },
-            },
-          },
-        ],
-      },
-    }),
-  ]);
+export const getStats = async ({ user, period, ...options }: GetStatsInput) => {
+  let createdAt: Prisma.DocumentWhereInput['createdAt'];
+
+  if (period) {
+    const daysAgo = parseInt(period.replace(/d$/, ''), 10);
+
+    const startOfPeriod = DateTime.now().minus({ days: daysAgo }).startOf('day');
+
+    createdAt = {
+      gte: startOfPeriod.toJSDate(),
+    };
+  }
+
+  const [ownerCounts, notSignedCounts, hasSignedCounts] = await (options.team
+    ? getTeamCounts({ ...options.team, createdAt })
+    : getCounts({ user, createdAt }));
 
   const stats: Record<ExtendedDocumentStatus, number> = {
     [ExtendedDocumentStatus.DRAFT]: 0,
@@ -106,3 +64,189 @@ export const getStats = async ({ user }: GetStatsInput) => {
 
   return stats;
 };
+
+type GetCountsOption = {
+  user: User;
+  createdAt: Prisma.DocumentWhereInput['createdAt'];
+};
+
+const getCounts = async ({ user, createdAt }: GetCountsOption) => {
+  return Promise.all([
+    prisma.document.groupBy({
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: {
+        userId: user.id,
+        createdAt,
+        teamId: null,
+        deletedAt: null,
+      },
+    }),
+    prisma.document.groupBy({
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: {
+        status: ExtendedDocumentStatus.PENDING,
+        Recipient: {
+          some: {
+            email: user.email,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        },
+        createdAt,
+        deletedAt: null,
+      },
+    }),
+    prisma.document.groupBy({
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: {
+        createdAt,
+        User: {
+          email: {
+            not: user.email,
+          },
+        },
+        OR: [
+          {
+            status: ExtendedDocumentStatus.PENDING,
+            Recipient: {
+              some: {
+                email: user.email,
+                signingStatus: SigningStatus.SIGNED,
+              },
+            },
+            deletedAt: null,
+          },
+          {
+            status: ExtendedDocumentStatus.COMPLETED,
+            Recipient: {
+              some: {
+                email: user.email,
+                signingStatus: SigningStatus.SIGNED,
+              },
+            },
+          },
+        ],
+      },
+    }),
+  ]);
+};
+
+type GetTeamCountsOption = {
+  teamId: number;
+  teamEmail?: string;
+  senderIds?: number[];
+  createdAt: Prisma.DocumentWhereInput['createdAt'];
+};
+
+const getTeamCounts = async (options: GetTeamCountsOption) => {
+  const { createdAt, teamId, teamEmail } = options;
+
+  const senderIds = options.senderIds ?? [];
+
+  const userIdWhereClause: Prisma.DocumentWhereInput['userId'] =
+    senderIds.length > 0
+      ? {
+          in: senderIds,
+        }
+      : undefined;
+
+  let ownerCountsWhereInput: Prisma.DocumentWhereInput = {
+    userId: userIdWhereClause,
+    createdAt,
+    teamId,
+    deletedAt: null,
+  };
+
+  let notSignedCountsGroupByArgs = null;
+  let hasSignedCountsGroupByArgs = null;
+
+  if (teamEmail) {
+    ownerCountsWhereInput = {
+      userId: userIdWhereClause,
+      createdAt,
+      OR: [
+        {
+          teamId,
+        },
+        {
+          User: {
+            email: teamEmail,
+          },
+        },
+      ],
+      deletedAt: null,
+    };
+
+    notSignedCountsGroupByArgs = {
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: {
+        userId: userIdWhereClause,
+        createdAt,
+        status: ExtendedDocumentStatus.PENDING,
+        Recipient: {
+          some: {
+            email: teamEmail,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        },
+        deletedAt: null,
+      },
+    } satisfies Prisma.DocumentGroupByArgs;
+
+    hasSignedCountsGroupByArgs = {
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: {
+        userId: userIdWhereClause,
+        createdAt,
+        OR: [
+          {
+            status: ExtendedDocumentStatus.PENDING,
+            Recipient: {
+              some: {
+                email: teamEmail,
+                signingStatus: SigningStatus.SIGNED,
+              },
+            },
+            deletedAt: null,
+          },
+          {
+            status: ExtendedDocumentStatus.COMPLETED,
+            Recipient: {
+              some: {
+                email: teamEmail,
+                signingStatus: SigningStatus.SIGNED,
+              },
+            },
+            deletedAt: null,
+          },
+        ],
+      },
+    } satisfies Prisma.DocumentGroupByArgs;
+  }
+
+  return Promise.all([
+    prisma.document.groupBy({
+      by: ['status'],
+      _count: {
+        _all: true,
+      },
+      where: ownerCountsWhereInput,
+    }),
+    notSignedCountsGroupByArgs ? prisma.document.groupBy(notSignedCountsGroupByArgs) : [],
+    hasSignedCountsGroupByArgs ? prisma.document.groupBy(hasSignedCountsGroupByArgs) : [],
+  ]);
+};

packages/lib/server-only/document/resend-document.tsx

@@ -6,7 +6,11 @@ import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
+import type { Prisma } from '@documenso/prisma/client';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '../../constants/recipient-roles';
+import { getDocumentWhereInput } from './get-document-by-id';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 
@@ -14,20 +18,29 @@ export type ResendDocumentOptions = {
   documentId: number;
   userId: number;
   recipients: number[];
+  teamId?: number;
 };
 
-export const resendDocument = async ({ documentId, userId, recipients }: ResendDocumentOptions) => {
+export const resendDocument = async ({
+  documentId,
+  userId,
+  recipients,
+  teamId,
+}: ResendDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
     where: {
       id: userId,
     },
   });
 
+  const documentWhereInput: Prisma.DocumentWhereUniqueInput = await getDocumentWhereInput({
+    documentId,
+    userId,
+    teamId,
+  });
+
   const document = await prisma.document.findUnique({
-    where: {
-      id: documentId,
-      userId,
-    },
+    where: documentWhereInput,
     include: {
       Recipient: {
         where: {
@@ -61,6 +74,10 @@ export const resendDocument = async ({ documentId, userId, recipients }: ResendD
 
   await Promise.all(
     document.Recipient.map(async (recipient) => {
+      if (recipient.role === RecipientRole.CC) {
+        return;
+      }
+
       const { email, name } = recipient;
 
       const customEmailTemplate = {
@@ -79,8 +96,11 @@ export const resendDocument = async ({ documentId, userId, recipients }: ResendD
         assetBaseUrl,
         signDocumentLink,
         customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        role: recipient.role,
       });
 
+      const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
+
       await mailer.sendMail({
         to: {
           address: email,
@@ -92,7 +112,7 @@ export const resendDocument = async ({ documentId, userId, recipients }: ResendD
         },
         subject: customEmail?.subject
           ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-          : 'Please sign this document',
+          : `Please ${actionVerb.toLowerCase()} this document`,
         html: render(template),
         text: render(template, { plainText: true }),
       });

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

@@ -6,7 +6,7 @@ import { PDFDocument } from 'pdf-lib';
 
 import PostHogServerClient from '@documenso/lib/server-only/feature-flags/get-post-hog-server-client';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { signPdf } from '@documenso/signing';
 
 import { getFile } from '../../universal/upload/get-file';
@@ -44,6 +44,9 @@ export const sealDocument = async ({ documentId, sendEmail = true }: SealDocumen
   const recipients = await prisma.recipient.findMany({
     where: {
       documentId: document.id,
+      role: {
+        not: RecipientRole.CC,
+      },
     },
   });
 

packages/lib/server-only/document/send-document.tsx

@@ -6,7 +6,9 @@ import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, SendStatus } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SendStatus } from '@documenso/prisma/client';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '../../constants/recipient-roles';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 
@@ -25,7 +27,20 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
   const document = await prisma.document.findUnique({
     where: {
       id: documentId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
     include: {
       Recipient: true,
@@ -49,6 +64,10 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
 
   await Promise.all(
     document.Recipient.map(async (recipient) => {
+      if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
+        return;
+      }
+
       const { email, name } = recipient;
 
       const customEmailTemplate = {
@@ -71,8 +90,11 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
         assetBaseUrl,
         signDocumentLink,
         customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        role: recipient.role,
       });
 
+      const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
+
       await mailer.sendMail({
         to: {
           address: email,
@@ -84,7 +106,7 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
         },
         subject: customEmail?.subject
           ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-          : 'Please sign this document',
+          : `Please ${actionVerb.toLowerCase()} this document`,
         html: render(template),
         text: render(template, { plainText: true }),
       });

packages/lib/server-only/document/update-title.ts

@@ -12,7 +12,20 @@ export const updateTitle = async ({ userId, documentId, title }: UpdateTitleOpti
   return await prisma.document.update({
     where: {
       id: documentId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
     data: {
       title,

packages/lib/server-only/field/get-fields-for-document.ts

@@ -10,7 +10,20 @@ export const getFieldsForDocument = async ({ documentId, userId }: GetFieldsForD
     where: {
       documentId,
       Document: {
-        userId,
+        OR: [
+          {
+            userId,
+          },
+          {
+            team: {
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          },
+        ],
       },
     },
     orderBy: {

packages/lib/server-only/field/get-fields-for-template.ts

@@ -10,7 +10,20 @@ export const getFieldsForTemplate = async ({ templateId, userId }: GetFieldsForT
     where: {
       templateId,
       Template: {
-        userId,
+        OR: [
+          {
+            userId,
+          },
+          {
+            team: {
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          },
+        ],
       },
     },
     orderBy: {

packages/lib/server-only/field/set-fields-for-document.ts

@@ -25,7 +25,20 @@ export const setFieldsForDocument = async ({
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
   });
 
@@ -43,11 +56,7 @@ export const setFieldsForDocument = async ({
   });
 
   const removedFields = existingFields.filter(
-    (existingField) =>
-      !fields.find(
-        (field) =>
-          field.id === existingField.id || field.signerEmail === existingField.Recipient?.email,
-      ),
+    (existingField) => !fields.find((field) => field.id === existingField.id),
   );
 
   const linkedFields = fields

packages/lib/server-only/field/set-fields-for-template.ts

@@ -27,7 +27,20 @@ export const setFieldsForTemplate = async ({
   const template = await prisma.template.findFirst({
     where: {
       id: templateId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
   });
 

packages/lib/server-only/recipient/get-recipients-for-document.ts

@@ -13,7 +13,20 @@ export const getRecipientsForDocument = async ({
     where: {
       documentId,
       Document: {
-        userId,
+        OR: [
+          {
+            userId,
+          },
+          {
+            team: {
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          },
+        ],
       },
     },
     orderBy: {

packages/lib/server-only/recipient/get-recipients-for-template.ts

@@ -13,7 +13,20 @@ export const getRecipientsForTemplate = async ({
     where: {
       templateId,
       Template: {
-        userId,
+        OR: [
+          {
+            userId,
+          },
+          {
+            team: {
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          },
+        ],
       },
     },
     orderBy: {

packages/lib/server-only/recipient/set-recipients-for-document.ts

@@ -1,4 +1,5 @@
 import { prisma } from '@documenso/prisma';
+import { RecipientRole } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { nanoid } from '../../universal/id';
@@ -10,6 +11,7 @@ export interface SetRecipientsForDocumentOptions {
     id?: number | null;
     email: string;
     name: string;
+    role: RecipientRole;
   }[];
 }
 
@@ -21,7 +23,20 @@ export const setRecipientsForDocument = async ({
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
   });
 
@@ -79,13 +94,20 @@ export const setRecipientsForDocument = async ({
         update: {
           name: recipient.name,
           email: recipient.email,
+          role: recipient.role,
           documentId,
+          signingStatus:
+            recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
         },
         create: {
           name: recipient.name,
           email: recipient.email,
+          role: recipient.role,
           token: nanoid(),
           documentId,
+          sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
+          signingStatus:
+            recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
         },
       }),
     ),

packages/lib/server-only/recipient/set-recipients-for-template.ts

@@ -20,7 +20,20 @@ export const setRecipientsForTemplate = async ({
   const template = await prisma.template.findFirst({
     where: {
       id: templateId,
-      userId,
+      OR: [
+        {
+          userId,
+        },
+        {
+          team: {
+            members: {
+              some: {
+                userId,
+              },
+            },
+          },
+        },
+      ],
     },
   });
 

packages/lib/server-only/team/accept-team-invitation.ts

@@ -0,0 +1,63 @@
+import { updateSubscriptionItemQuantity } from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
+import { prisma } from '@documenso/prisma';
+
+import { IS_BILLING_ENABLED } from '../../constants/app';
+
+export type AcceptTeamInvitationOptions = {
+  userId: number;
+  teamId: number;
+};
+
+export const acceptTeamInvitation = async ({ userId, teamId }: AcceptTeamInvitationOptions) => {
+  await prisma.$transaction(async (tx) => {
+    const user = await tx.user.findFirstOrThrow({
+      where: {
+        id: userId,
+      },
+    });
+
+    const teamMemberInvite = await tx.teamMemberInvite.findFirstOrThrow({
+      where: {
+        teamId,
+        email: user.email,
+      },
+      include: {
+        team: {
+          include: {
+            subscription: true,
+          },
+        },
+      },
+    });
+
+    const { team } = teamMemberInvite;
+
+    await tx.teamMember.create({
+      data: {
+        teamId: teamMemberInvite.teamId,
+        userId: user.id,
+        role: teamMemberInvite.role,
+      },
+    });
+
+    await tx.teamMemberInvite.delete({
+      where: {
+        id: teamMemberInvite.id,
+      },
+    });
+
+    if (IS_BILLING_ENABLED && team.subscription) {
+      const numberOfSeats = await tx.teamMember.count({
+        where: {
+          teamId: teamMemberInvite.teamId,
+        },
+      });
+
+      await updateSubscriptionItemQuantity({
+        priceId: team.subscription.priceId,
+        subscriptionId: team.subscription.planId,
+        quantity: numberOfSeats,
+      });
+    }
+  });
+};

packages/lib/server-only/team/create-team-billing-portal.ts

@@ -0,0 +1,47 @@
+import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { prisma } from '@documenso/prisma';
+
+export type CreateTeamBillingPortalOptions = {
+  userId: number;
+  teamId: number;
+};
+
+export const createTeamBillingPortal = async ({
+  userId,
+  teamId,
+}: CreateTeamBillingPortalOptions) => {
+  if (!IS_BILLING_ENABLED) {
+    throw new Error('Billing is not enabled');
+  }
+
+  const team = await prisma.team.findFirstOrThrow({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          userId,
+          role: {
+            in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_BILLING'],
+          },
+        },
+      },
+    },
+    include: {
+      subscription: true,
+    },
+  });
+
+  if (!team.subscription) {
+    throw new Error('Team has no subscription');
+  }
+
+  if (!team.customerId) {
+    throw new Error('Team has no customerId');
+  }
+
+  return getPortalSession({
+    customerId: team.customerId,
+  });
+};

packages/lib/server-only/team/create-team-checkout-session.ts

@@ -0,0 +1,52 @@
+import { getCheckoutSession } from '@documenso/ee/server-only/stripe/get-checkout-session';
+import { getTeamPrices } from '@documenso/ee/server-only/stripe/get-team-prices';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { prisma } from '@documenso/prisma';
+
+export type CreateTeamPendingCheckoutSession = {
+  userId: number;
+  pendingTeamId: number;
+  interval: 'monthly' | 'yearly';
+};
+
+export const createTeamPendingCheckoutSession = async ({
+  userId,
+  pendingTeamId,
+  interval,
+}: CreateTeamPendingCheckoutSession) => {
+  const teamPendingCreation = await prisma.teamPending.findFirstOrThrow({
+    where: {
+      id: pendingTeamId,
+      ownerUserId: userId,
+    },
+    include: {
+      owner: true,
+    },
+  });
+
+  const prices = await getTeamPrices();
+  const priceId = prices[interval].priceId;
+
+  try {
+    const stripeCheckoutSession = await getCheckoutSession({
+      customerId: teamPendingCreation.customerId,
+      priceId,
+      returnUrl: `${WEBAPP_BASE_URL}/settings/teams`,
+      subscriptionMetadata: {
+        pendingTeamId: pendingTeamId.toString(),
+      },
+    });
+
+    if (!stripeCheckoutSession) {
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
+    }
+
+    return stripeCheckoutSession;
+  } catch (e) {
+    console.error(e);
+
+    // Absorb all the errors incase Stripe throws something sensitive.
+    throw new AppError(AppErrorCode.UNKNOWN_ERROR, 'Something went wrong.');
+  }
+};

packages/lib/server-only/team/create-team-email-verification.ts

@@ -0,0 +1,132 @@
+import { createElement } from 'react';
+
+import { z } from 'zod';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import { ConfirmTeamEmailTemplate } from '@documenso/email/templates/confirm-team-email';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { createTokenVerification } from '@documenso/lib/utils/token-verification';
+import { prisma } from '@documenso/prisma';
+import { Prisma } from '@documenso/prisma/client';
+
+export type CreateTeamEmailVerificationOptions = {
+  userId: number;
+  teamId: number;
+  data: {
+    email: string;
+    name: string;
+  };
+};
+
+export const createTeamEmailVerification = async ({
+  userId,
+  teamId,
+  data,
+}: CreateTeamEmailVerificationOptions) => {
+  try {
+    await prisma.$transaction(async (tx) => {
+      const team = await tx.team.findFirstOrThrow({
+        where: {
+          id: teamId,
+          members: {
+            some: {
+              userId,
+              role: {
+                in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+              },
+            },
+          },
+        },
+        include: {
+          teamEmail: true,
+          emailVerification: true,
+        },
+      });
+
+      if (team.teamEmail || team.emailVerification) {
+        throw new AppError(
+          AppErrorCode.INVALID_REQUEST,
+          'Team already has an email or existing email verification.',
+        );
+      }
+
+      const existingTeamEmail = await tx.teamEmail.findFirst({
+        where: {
+          email: data.email,
+        },
+      });
+
+      if (existingTeamEmail) {
+        throw new AppError(AppErrorCode.ALREADY_EXISTS, 'Email already taken by another team.');
+      }
+
+      const { token, expiresAt } = createTokenVerification({ hours: 1 });
+
+      await tx.teamEmailVerification.create({
+        data: {
+          token,
+          expiresAt,
+          email: data.email,
+          name: data.name,
+          teamId,
+        },
+      });
+
+      await sendTeamEmailVerificationEmail(data.email, token, team.name, team.url);
+    });
+  } catch (err) {
+    console.error(err);
+
+    if (!(err instanceof Prisma.PrismaClientKnownRequestError)) {
+      throw err;
+    }
+
+    const target = z.array(z.string()).safeParse(err.meta?.target);
+
+    if (err.code === 'P2002' && target.success && target.data.includes('email')) {
+      throw new AppError(AppErrorCode.ALREADY_EXISTS, 'Email already taken by another team.');
+    }
+
+    throw err;
+  }
+};
+
+/**
+ * Send an email to a user asking them to accept a team email request.
+ *
+ * @param email The email address to use for the team.
+ * @param token The token used to authenticate that the user has granted access.
+ * @param teamName The name of the team the user is being invited to.
+ * @param teamUrl The url of the team the user is being invited to.
+ */
+export const sendTeamEmailVerificationEmail = async (
+  email: string,
+  token: string,
+  teamName: string,
+  teamUrl: string,
+) => {
+  const assetBaseUrl = process.env.NEXT_PUBLIC_WEBAPP_URL || 'http://localhost:3000';
+
+  const template = createElement(ConfirmTeamEmailTemplate, {
+    assetBaseUrl,
+    baseUrl: WEBAPP_BASE_URL,
+    teamName,
+    teamUrl,
+    token,
+  });
+
+  await mailer.sendMail({
+    to: email,
+    from: {
+      name: FROM_NAME,
+      address: FROM_ADDRESS,
+    },
+    subject: `A request to use your email has been initiated by ${teamName} on Documenso`,
+    html: render(template),
+    text: render(template, { plainText: true }),
+  });
+};

packages/lib/server-only/team/create-team-member-invites.ts

@@ -0,0 +1,161 @@
+import { createElement } from 'react';
+
+import { nanoid } from 'nanoid';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import type { TeamInviteEmailProps } from '@documenso/email/templates/team-invite';
+import { TeamInviteEmailTemplate } from '@documenso/email/templates/team-invite';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { isTeamRoleWithinUserHierarchy } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+import { TeamMemberInviteStatus } from '@documenso/prisma/client';
+import type { TCreateTeamMemberInvitesMutationSchema } from '@documenso/trpc/server/team-router/schema';
+
+export type CreateTeamMemberInvitesOptions = {
+  userId: number;
+  userName: string;
+  teamId: number;
+  invitations: TCreateTeamMemberInvitesMutationSchema['invitations'];
+};
+
+/**
+ * Invite team members via email to join a team.
+ */
+export const createTeamMemberInvites = async ({
+  userId,
+  userName,
+  teamId,
+  invitations,
+}: CreateTeamMemberInvitesOptions) => {
+  const team = await prisma.team.findFirstOrThrow({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          userId,
+          role: {
+            in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+          },
+        },
+      },
+    },
+    include: {
+      members: {
+        select: {
+          role: true,
+          user: {
+            select: {
+              id: true,
+              email: true,
+            },
+          },
+        },
+      },
+      invites: true,
+    },
+  });
+
+  const teamMemberEmails = team.members.map((member) => member.user.email);
+  const teamMemberInviteEmails = team.invites.map((invite) => invite.email);
+  const currentTeamMember = team.members.find((member) => member.user.id === userId);
+
+  if (!currentTeamMember) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'User not part of team.');
+  }
+
+  const usersToInvite = invitations.filter((invitation) => {
+    // Filter out users that are already members of the team.
+    if (teamMemberEmails.includes(invitation.email)) {
+      return false;
+    }
+
+    // Filter out users that have already been invited to the team.
+    if (teamMemberInviteEmails.includes(invitation.email)) {
+      return false;
+    }
+
+    return true;
+  });
+
+  const unauthorizedRoleAccess = usersToInvite.some(
+    ({ role }) => !isTeamRoleWithinUserHierarchy(currentTeamMember.role, role),
+  );
+
+  if (unauthorizedRoleAccess) {
+    throw new AppError(
+      AppErrorCode.UNAUTHORIZED,
+      'User does not have permission to set high level roles',
+    );
+  }
+
+  const teamMemberInvites = usersToInvite.map(({ email, role }) => ({
+    email,
+    teamId,
+    role,
+    status: TeamMemberInviteStatus.PENDING,
+    token: nanoid(32),
+  }));
+
+  await prisma.teamMemberInvite.createMany({
+    data: teamMemberInvites,
+  });
+
+  const sendEmailResult = await Promise.allSettled(
+    teamMemberInvites.map(async ({ email, token }) =>
+      sendTeamMemberInviteEmail({
+        email,
+        token,
+        teamName: team.name,
+        teamUrl: team.url,
+        senderName: userName,
+      }),
+    ),
+  );
+
+  const sendEmailResultErrorList = sendEmailResult.filter(
+    (result): result is PromiseRejectedResult => result.status === 'rejected',
+  );
+
+  if (sendEmailResultErrorList.length > 0) {
+    console.error(JSON.stringify(sendEmailResultErrorList));
+
+    throw new AppError(
+      'EmailDeliveryFailed',
+      'Failed to send invite emails to one or more users.',
+      `Failed to send invites to ${sendEmailResultErrorList.length}/${teamMemberInvites.length} users.`,
+    );
+  }
+};
+
+type SendTeamMemberInviteEmailOptions = Omit<TeamInviteEmailProps, 'baseUrl' | 'assetBaseUrl'> & {
+  email: string;
+};
+
+/**
+ * Send an email to a user inviting them to join a team.
+ */
+export const sendTeamMemberInviteEmail = async ({
+  email,
+  ...emailTemplateOptions
+}: SendTeamMemberInviteEmailOptions) => {
+  const template = createElement(TeamInviteEmailTemplate, {
+    assetBaseUrl: WEBAPP_BASE_URL,
+    baseUrl: WEBAPP_BASE_URL,
+    ...emailTemplateOptions,
+  });
+
+  await mailer.sendMail({
+    to: email,
+    from: {
+      name: FROM_NAME,
+      address: FROM_ADDRESS,
+    },
+    subject: `You have been invited to join ${emailTemplateOptions.teamName} on Documenso`,
+    html: render(template),
+    text: render(template, { plainText: true }),
+  });
+};

packages/lib/server-only/team/create-team.ts

@@ -0,0 +1,207 @@
+import type Stripe from 'stripe';
+import { z } from 'zod';
+
+import { createTeamCustomer } from '@documenso/ee/server-only/stripe/create-team-customer';
+import { getCommunityPlanPriceIds } from '@documenso/ee/server-only/stripe/get-community-plan-prices';
+import { mapStripeSubscriptionToPrismaUpsertAction } from '@documenso/ee/server-only/stripe/webhook/on-subscription-updated';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { subscriptionsContainsActiveCommunityPlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import { Prisma, TeamMemberRole } from '@documenso/prisma/client';
+
+import { stripe } from '../stripe';
+
+export type CreateTeamOptions = {
+  /**
+   * ID of the user creating the Team.
+   */
+  userId: number;
+
+  /**
+   * Name of the team to display.
+   */
+  teamName: string;
+
+  /**
+   * Unique URL of the team.
+   *
+   * Used as the URL path, example: https://documenso.com/t/{teamUrl}/settings
+   */
+  teamUrl: string;
+};
+
+export type CreateTeamResponse =
+  | {
+      paymentRequired: false;
+    }
+  | {
+      paymentRequired: true;
+      pendingTeamId: number;
+    };
+
+/**
+ * Create a team or pending team depending on the user's subscription or application's billing settings.
+ */
+export const createTeam = async ({
+  userId,
+  teamName,
+  teamUrl,
+}: CreateTeamOptions): Promise<CreateTeamResponse> => {
+  const user = await prisma.user.findUniqueOrThrow({
+    where: {
+      id: userId,
+    },
+    include: {
+      Subscription: true,
+    },
+  });
+
+  let isPaymentRequired = IS_BILLING_ENABLED;
+  let customerId: string | null = null;
+
+  if (IS_BILLING_ENABLED) {
+    const communityPlanPriceIds = await getCommunityPlanPriceIds();
+
+    isPaymentRequired = !subscriptionsContainsActiveCommunityPlan(
+      user.Subscription,
+      communityPlanPriceIds,
+    );
+
+    customerId = await createTeamCustomer({
+      name: user.name ?? teamName,
+      email: user.email,
+    }).then((customer) => customer.id);
+  }
+
+  try {
+    // Create the team directly if no payment is required.
+    if (!isPaymentRequired) {
+      await prisma.team.create({
+        data: {
+          name: teamName,
+          url: teamUrl,
+          ownerUserId: user.id,
+          customerId,
+          members: {
+            create: [
+              {
+                userId,
+                role: TeamMemberRole.ADMIN,
+              },
+            ],
+          },
+        },
+      });
+
+      return {
+        paymentRequired: false,
+      };
+    }
+
+    // Create a pending team if payment is required.
+    const pendingTeam = await prisma.$transaction(async (tx) => {
+      const existingTeamWithUrl = await tx.team.findUnique({
+        where: {
+          url: teamUrl,
+        },
+      });
+
+      if (existingTeamWithUrl) {
+        throw new AppError(AppErrorCode.ALREADY_EXISTS, 'Team URL already exists.');
+      }
+
+      if (!customerId) {
+        throw new AppError(AppErrorCode.UNKNOWN_ERROR, 'Missing customer ID for pending teams.');
+      }
+
+      return await tx.teamPending.create({
+        data: {
+          name: teamName,
+          url: teamUrl,
+          ownerUserId: user.id,
+          customerId,
+        },
+      });
+    });
+
+    return {
+      paymentRequired: true,
+      pendingTeamId: pendingTeam.id,
+    };
+  } catch (err) {
+    console.error(err);
+
+    if (!(err instanceof Prisma.PrismaClientKnownRequestError)) {
+      throw err;
+    }
+
+    const target = z.array(z.string()).safeParse(err.meta?.target);
+
+    if (err.code === 'P2002' && target.success && target.data.includes('url')) {
+      throw new AppError(AppErrorCode.ALREADY_EXISTS, 'Team URL already exists.');
+    }
+
+    throw err;
+  }
+};
+
+export type CreateTeamFromPendingTeamOptions = {
+  pendingTeamId: number;
+  subscription: Stripe.Subscription;
+};
+
+export const createTeamFromPendingTeam = async ({
+  pendingTeamId,
+  subscription,
+}: CreateTeamFromPendingTeamOptions) => {
+  return await prisma.$transaction(async (tx) => {
+    const pendingTeam = await tx.teamPending.findUniqueOrThrow({
+      where: {
+        id: pendingTeamId,
+      },
+    });
+
+    await tx.teamPending.delete({
+      where: {
+        id: pendingTeamId,
+      },
+    });
+
+    const team = await tx.team.create({
+      data: {
+        name: pendingTeam.name,
+        url: pendingTeam.url,
+        ownerUserId: pendingTeam.ownerUserId,
+        customerId: pendingTeam.customerId,
+        members: {
+          create: [
+            {
+              userId: pendingTeam.ownerUserId,
+              role: TeamMemberRole.ADMIN,
+            },
+          ],
+        },
+      },
+    });
+
+    await tx.subscription.upsert(
+      mapStripeSubscriptionToPrismaUpsertAction(subscription, undefined, team.id),
+    );
+
+    // Attach the team ID to the subscription metadata for sanity reasons.
+    await stripe.subscriptions
+      .update(subscription.id, {
+        metadata: {
+          teamId: team.id.toString(),
+        },
+      })
+      .catch((e) => {
+        console.error(e);
+        // Non-critical error, but we want to log it so we can rectify it.
+        // Todo: Teams - Alert us.
+      });
+
+    return team;
+  });
+};

packages/lib/server-only/team/delete-team-email-verification.ts

@@ -0,0 +1,34 @@
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { prisma } from '@documenso/prisma';
+
+export type DeleteTeamEmailVerificationOptions = {
+  userId: number;
+  teamId: number;
+};
+
+export const deleteTeamEmailVerification = async ({
+  userId,
+  teamId,
+}: DeleteTeamEmailVerificationOptions) => {
+  await prisma.$transaction(async (tx) => {
+    await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        members: {
+          some: {
+            userId,
+            role: {
+              in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+            },
+          },
+        },
+      },
+    });
+
+    await tx.teamEmailVerification.delete({
+      where: {
+        teamId,
+      },
+    });
+  });
+};

packages/lib/server-only/team/delete-team-email.ts

@@ -0,0 +1,93 @@
+import { createElement } from 'react';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import { TeamEmailRemovedTemplate } from '@documenso/email/templates/team-email-removed';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { prisma } from '@documenso/prisma';
+
+export type DeleteTeamEmailOptions = {
+  userId: number;
+  userEmail: string;
+  teamId: number;
+};
+
+/**
+ * Delete a team email.
+ *
+ * The user must either be part of the team with the required permissions, or the owner of the email.
+ */
+export const deleteTeamEmail = async ({ userId, userEmail, teamId }: DeleteTeamEmailOptions) => {
+  const team = await prisma.$transaction(async (tx) => {
+    const foundTeam = await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        OR: [
+          {
+            teamEmail: {
+              email: userEmail,
+            },
+          },
+          {
+            members: {
+              some: {
+                userId,
+                role: {
+                  in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+                },
+              },
+            },
+          },
+        ],
+      },
+      include: {
+        teamEmail: true,
+        owner: {
+          select: {
+            name: true,
+            email: true,
+          },
+        },
+      },
+    });
+
+    await tx.teamEmail.delete({
+      where: {
+        teamId,
+      },
+    });
+
+    return foundTeam;
+  });
+
+  try {
+    const assetBaseUrl = process.env.NEXT_PUBLIC_WEBAPP_URL || 'http://localhost:3000';
+
+    const template = createElement(TeamEmailRemovedTemplate, {
+      assetBaseUrl,
+      baseUrl: WEBAPP_BASE_URL,
+      teamEmail: team.teamEmail?.email ?? '',
+      teamName: team.name,
+      teamUrl: team.url,
+    });
+
+    await mailer.sendMail({
+      to: {
+        address: team.owner.email,
+        name: team.owner.name ?? '',
+      },
+      from: {
+        name: FROM_NAME,
+        address: FROM_ADDRESS,
+      },
+      subject: `Team email has been revoked for ${team.name}`,
+      html: render(template),
+      text: render(template, { plainText: true }),
+    });
+  } catch (e) {
+    // Todo: Teams - Alert us.
+    // We don't want to prevent a user from revoking access because an email could not be sent.
+  }
+};

packages/lib/server-only/team/delete-team-invitations.ts

@@ -0,0 +1,47 @@
+import { prisma } from '@documenso/prisma';
+
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/teams';
+
+export type DeleteTeamMemberInvitationsOptions = {
+  /**
+   * The ID of the user who is initiating this action.
+   */
+  userId: number;
+
+  /**
+   * The ID of the team to remove members from.
+   */
+  teamId: number;
+
+  /**
+   * The IDs of the invitations to remove.
+   */
+  invitationIds: number[];
+};
+
+export const deleteTeamMemberInvitations = async ({
+  userId,
+  teamId,
+  invitationIds,
+}: DeleteTeamMemberInvitationsOptions) => {
+  await prisma.$transaction(async (tx) => {
+    await tx.teamMember.findFirstOrThrow({
+      where: {
+        userId,
+        teamId,
+        role: {
+          in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+        },
+      },
+    });
+
+    await tx.teamMemberInvite.deleteMany({
+      where: {
+        id: {
+          in: invitationIds,
+        },
+        teamId,
+      },
+    });
+  });
+};

packages/lib/server-only/team/delete-team-members.ts

@@ -0,0 +1,102 @@
+import { updateSubscriptionItemQuantity } from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { isTeamRoleWithinUserHierarchy } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+
+export type DeleteTeamMembersOptions = {
+  /**
+   * The ID of the user who is initiating this action.
+   */
+  userId: number;
+
+  /**
+   * The ID of the team to remove members from.
+   */
+  teamId: number;
+
+  /**
+   * The IDs of the team members to remove.
+   */
+  teamMemberIds: number[];
+};
+
+export const deleteTeamMembers = async ({
+  userId,
+  teamId,
+  teamMemberIds,
+}: DeleteTeamMembersOptions) => {
+  await prisma.$transaction(async (tx) => {
+    // Find the team and validate that the user is allowed to remove members.
+    const team = await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        members: {
+          some: {
+            userId,
+            role: {
+              in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+            },
+          },
+        },
+      },
+      include: {
+        members: {
+          select: {
+            id: true,
+            userId: true,
+            role: true,
+          },
+        },
+        subscription: true,
+      },
+    });
+
+    const currentTeamMember = team.members.find((member) => member.userId === userId);
+    const teamMembersToRemove = team.members.filter((member) => teamMemberIds.includes(member.id));
+
+    if (!currentTeamMember) {
+      throw new AppError(AppErrorCode.NOT_FOUND, 'Team member record does not exist');
+    }
+
+    if (teamMembersToRemove.find((member) => member.userId === team.ownerUserId)) {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, 'Cannot remove the team owner');
+    }
+
+    const isMemberToRemoveHigherRole = teamMembersToRemove.some(
+      (member) => !isTeamRoleWithinUserHierarchy(currentTeamMember.role, member.role),
+    );
+
+    if (isMemberToRemoveHigherRole) {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, 'Cannot remove a member with a higher role');
+    }
+
+    // Remove the team members.
+    await tx.teamMember.deleteMany({
+      where: {
+        id: {
+          in: teamMemberIds,
+        },
+        teamId,
+        userId: {
+          not: team.ownerUserId,
+        },
+      },
+    });
+
+    if (IS_BILLING_ENABLED && team.subscription) {
+      const numberOfSeats = await tx.teamMember.count({
+        where: {
+          teamId,
+        },
+      });
+
+      await updateSubscriptionItemQuantity({
+        priceId: team.subscription.priceId,
+        subscriptionId: team.subscription.planId,
+        quantity: numberOfSeats,
+      });
+    }
+  });
+};

packages/lib/server-only/team/delete-team-pending.ts

@@ -0,0 +1,15 @@
+import { prisma } from '@documenso/prisma';
+
+export type DeleteTeamPendingOptions = {
+  userId: number;
+  pendingTeamId: number;
+};
+
+export const deleteTeamPending = async ({ userId, pendingTeamId }: DeleteTeamPendingOptions) => {
+  await prisma.teamPending.delete({
+    where: {
+      id: pendingTeamId,
+      ownerUserId: userId,
+    },
+  });
+};

packages/lib/server-only/team/delete-team-transfer-request.ts

@@ -0,0 +1,42 @@
+import { prisma } from '@documenso/prisma';
+
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/teams';
+
+export type DeleteTeamTransferRequestOptions = {
+  /**
+   * The ID of the user deleting the transfer.
+   */
+  userId: number;
+
+  /**
+   * The ID of the team whose team transfer request should be deleted.
+   */
+  teamId: number;
+};
+
+export const deleteTeamTransferRequest = async ({
+  userId,
+  teamId,
+}: DeleteTeamTransferRequestOptions) => {
+  await prisma.$transaction(async (tx) => {
+    await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        members: {
+          some: {
+            userId,
+            role: {
+              in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['DELETE_TEAM_TRANSFER_REQUEST'],
+            },
+          },
+        },
+      },
+    });
+
+    await tx.teamTransferVerification.delete({
+      where: {
+        teamId,
+      },
+    });
+  });
+};

packages/lib/server-only/team/delete-team.ts

@@ -0,0 +1,42 @@
+import { prisma } from '@documenso/prisma';
+
+import { AppError } from '../../errors/app-error';
+import { stripe } from '../stripe';
+
+export type DeleteTeamOptions = {
+  userId: number;
+  teamId: number;
+};
+
+export const deleteTeam = async ({ userId, teamId }: DeleteTeamOptions) => {
+  await prisma.$transaction(async (tx) => {
+    const team = await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        ownerUserId: userId,
+      },
+      include: {
+        subscription: true,
+      },
+    });
+
+    if (team.subscription) {
+      await stripe.subscriptions
+        .cancel(team.subscription.planId, {
+          prorate: false,
+          invoice_now: true,
+        })
+        .catch((err) => {
+          console.error(err);
+          throw AppError.parseError(err);
+        });
+    }
+
+    await tx.team.delete({
+      where: {
+        id: teamId,
+        ownerUserId: userId,
+      },
+    });
+  });
+};

packages/lib/server-only/team/find-team-invoices.ts

@@ -0,0 +1,52 @@
+import { getInvoices } from '@documenso/ee/server-only/stripe/get-invoices';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { prisma } from '@documenso/prisma';
+
+export interface FindTeamInvoicesOptions {
+  userId: number;
+  teamId: number;
+}
+
+export const findTeamInvoices = async ({ userId, teamId }: FindTeamInvoicesOptions) => {
+  const team = await prisma.team.findUniqueOrThrow({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          userId,
+          role: {
+            in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+          },
+        },
+      },
+    },
+  });
+
+  if (!team.customerId) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Team has no customer ID.');
+  }
+
+  const results = await getInvoices({ customerId: team.customerId });
+
+  if (!results) {
+    return null;
+  }
+
+  return {
+    ...results,
+    data: results.data.map((invoice) => ({
+      invoicePdf: invoice.invoice_pdf,
+      hostedInvoicePdf: invoice.hosted_invoice_url,
+      status: invoice.status,
+      subtotal: invoice.subtotal,
+      total: invoice.total,
+      amountPaid: invoice.amount_paid,
+      amountDue: invoice.amount_due,
+      created: invoice.created,
+      paid: invoice.paid,
+      quantity: invoice.lines.data[0].quantity ?? 0,
+      currency: invoice.currency,
+    })),
+  };
+};

packages/lib/server-only/team/find-team-member-invites.ts

@@ -0,0 +1,91 @@
+import { P, match } from 'ts-pattern';
+
+import { prisma } from '@documenso/prisma';
+import type { TeamMemberInvite } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/teams';
+import type { FindResultSet } from '../../types/find-result-set';
+
+export interface FindTeamMemberInvitesOptions {
+  userId: number;
+  teamId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof TeamMemberInvite;
+    direction: 'asc' | 'desc';
+  };
+}
+
+export const findTeamMemberInvites = async ({
+  userId,
+  teamId,
+  term,
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindTeamMemberInvitesOptions) => {
+  const orderByColumn = orderBy?.column ?? 'email';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+
+  // Check that the user belongs to the team they are trying to find invites in.
+  const userTeam = await prisma.team.findUniqueOrThrow({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          userId,
+          role: {
+            in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+          },
+        },
+      },
+    },
+  });
+
+  const termFilters: Prisma.TeamMemberInviteWhereInput | undefined = match(term)
+    .with(P.string.minLength(1), () => ({
+      email: {
+        contains: term,
+        mode: Prisma.QueryMode.insensitive,
+      },
+    }))
+    .otherwise(() => undefined);
+
+  const whereClause: Prisma.TeamMemberInviteWhereInput = {
+    ...termFilters,
+    teamId: userTeam.id,
+  };
+
+  const [data, count] = await Promise.all([
+    prisma.teamMemberInvite.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: {
+        [orderByColumn]: orderByDirection,
+      },
+      // Exclude token attribute.
+      select: {
+        id: true,
+        teamId: true,
+        email: true,
+        role: true,
+        createdAt: true,
+      },
+    }),
+    prisma.teamMemberInvite.count({
+      where: whereClause,
+    }),
+  ]);
+
+  return {
+    data,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  } satisfies FindResultSet<typeof data>;
+};

packages/lib/server-only/team/find-team-members.ts

@@ -0,0 +1,100 @@
+import { P, match } from 'ts-pattern';
+
+import { prisma } from '@documenso/prisma';
+import type { TeamMember } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+import type { FindResultSet } from '../../types/find-result-set';
+
+export interface FindTeamMembersOptions {
+  userId: number;
+  teamId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof TeamMember | 'name';
+    direction: 'asc' | 'desc';
+  };
+}
+
+export const findTeamMembers = async ({
+  userId,
+  teamId,
+  term,
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindTeamMembersOptions) => {
+  const orderByColumn = orderBy?.column ?? 'name';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+
+  // Check that the user belongs to the team they are trying to find members in.
+  const userTeam = await prisma.team.findUniqueOrThrow({
+    where: {
+      id: teamId,
+      members: {
+        some: {
+          userId,
+        },
+      },
+    },
+  });
+
+  const termFilters: Prisma.TeamMemberWhereInput | undefined = match(term)
+    .with(P.string.minLength(1), () => ({
+      user: {
+        name: {
+          contains: term,
+          mode: Prisma.QueryMode.insensitive,
+        },
+      },
+    }))
+    .otherwise(() => undefined);
+
+  const whereClause: Prisma.TeamMemberWhereInput = {
+    ...termFilters,
+    teamId: userTeam.id,
+  };
+
+  let orderByClause: Prisma.TeamMemberOrderByWithRelationInput = {
+    [orderByColumn]: orderByDirection,
+  };
+
+  // Name field is nested in the user so we have to handle it differently.
+  if (orderByColumn === 'name') {
+    orderByClause = {
+      user: {
+        name: orderByDirection,
+      },
+    };
+  }
+
+  const [data, count] = await Promise.all([
+    prisma.teamMember.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: orderByClause,
+      include: {
+        user: {
+          select: {
+            name: true,
+            email: true,
+          },
+        },
+      },
+    }),
+    prisma.teamMember.count({
+      where: whereClause,
+    }),
+  ]);
+
+  return {
+    data,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  } satisfies FindResultSet<typeof data>;
+};

packages/lib/server-only/team/find-teams-pending.ts

@@ -0,0 +1,58 @@
+import { prisma } from '@documenso/prisma';
+import type { Team } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+export interface FindTeamsPendingOptions {
+  userId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof Team;
+    direction: 'asc' | 'desc';
+  };
+}
+
+export const findTeamsPending = async ({
+  userId,
+  term,
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindTeamsPendingOptions) => {
+  const orderByColumn = orderBy?.column ?? 'name';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+
+  const whereClause: Prisma.TeamPendingWhereInput = {
+    ownerUserId: userId,
+  };
+
+  if (term && term.length > 0) {
+    whereClause.name = {
+      contains: term,
+      mode: Prisma.QueryMode.insensitive,
+    };
+  }
+
+  const [data, count] = await Promise.all([
+    prisma.teamPending.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: {
+        [orderByColumn]: orderByDirection,
+      },
+    }),
+    prisma.teamPending.count({
+      where: whereClause,
+    }),
+  ]);
+
+  return {
+    data,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  };
+};

packages/lib/server-only/team/find-teams.ts

@@ -0,0 +1,76 @@
+import type { FindResultSet } from '@documenso/lib/types/find-result-set';
+import { prisma } from '@documenso/prisma';
+import type { Team } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+export interface FindTeamsOptions {
+  userId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof Team;
+    direction: 'asc' | 'desc';
+  };
+}
+
+export const findTeams = async ({
+  userId,
+  term,
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindTeamsOptions) => {
+  const orderByColumn = orderBy?.column ?? 'name';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+
+  const whereClause: Prisma.TeamWhereInput = {
+    members: {
+      some: {
+        userId,
+      },
+    },
+  };
+
+  if (term && term.length > 0) {
+    whereClause.name = {
+      contains: term,
+      mode: Prisma.QueryMode.insensitive,
+    };
+  }
+
+  const [data, count] = await Promise.all([
+    prisma.team.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: {
+        [orderByColumn]: orderByDirection,
+      },
+      include: {
+        members: {
+          where: {
+            userId,
+          },
+        },
+      },
+    }),
+    prisma.team.count({
+      where: whereClause,
+    }),
+  ]);
+
+  const maskedData = data.map((team) => ({
+    ...team,
+    currentTeamMember: team.members[0],
+    members: undefined,
+  }));
+
+  return {
+    data: maskedData,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  } satisfies FindResultSet<typeof maskedData>;
+};

packages/lib/server-only/team/get-team-email-by-email.ts

@@ -0,0 +1,22 @@
+import { prisma } from '@documenso/prisma';
+
+export type GetTeamEmailByEmailOptions = {
+  email: string;
+};
+
+export const getTeamEmailByEmail = async ({ email }: GetTeamEmailByEmailOptions) => {
+  return await prisma.teamEmail.findFirst({
+    where: {
+      email,
+    },
+    include: {
+      team: {
+        select: {
+          id: true,
+          name: true,
+          url: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/team/get-team-invitations.ts

@@ -0,0 +1,22 @@
+import { prisma } from '@documenso/prisma';
+
+export type GetTeamInvitationsOptions = {
+  email: string;
+};
+
+export const getTeamInvitations = async ({ email }: GetTeamInvitationsOptions) => {
+  return await prisma.teamMemberInvite.findMany({
+    where: {
+      email,
+    },
+    include: {
+      team: {
+        select: {
+          id: true,
+          name: true,
+          url: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/team/get-team-members.ts

@@ -0,0 +1,33 @@
+import { prisma } from '@documenso/prisma';
+
+export type GetTeamMembersOptions = {
+  userId: number;
+  teamId: number;
+};
+
+/**
+ * Get all team members for a given team.
+ */
+export const getTeamMembers = async ({ userId, teamId }: GetTeamMembersOptions) => {
+  return await prisma.teamMember.findMany({
+    where: {
+      team: {
+        id: teamId,
+        members: {
+          some: {
+            userId: userId,
+          },
+        },
+      },
+    },
+    include: {
+      user: {
+        select: {
+          id: true,
+          email: true,
+          name: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/team/get-team.ts

@@ -0,0 +1,95 @@
+import { prisma } from '@documenso/prisma';
+import type { Prisma } from '@documenso/prisma/client';
+
+export type GetTeamByIdOptions = {
+  userId?: number;
+  teamId: number;
+};
+
+/**
+ * Get a team given a teamId.
+ *
+ * Provide an optional userId to check that the user is a member of the team.
+ */
+export const getTeamById = async ({ userId, teamId }: GetTeamByIdOptions) => {
+  const whereFilter: Prisma.TeamWhereUniqueInput = {
+    id: teamId,
+  };
+
+  if (userId !== undefined) {
+    whereFilter['members'] = {
+      some: {
+        userId,
+      },
+    };
+  }
+
+  const result = await prisma.team.findUniqueOrThrow({
+    where: whereFilter,
+    include: {
+      teamEmail: true,
+      members: {
+        where: {
+          userId,
+        },
+        select: {
+          role: true,
+        },
+      },
+    },
+  });
+
+  const { members, ...team } = result;
+
+  return {
+    ...team,
+    currentTeamMember: userId !== undefined ? members[0] : null,
+  };
+};
+
+export type GetTeamByUrlOptions = {
+  userId: number;
+  teamUrl: string;
+};
+
+/**
+ * Get a team given a team URL.
+ */
+export const getTeamByUrl = async ({ userId, teamUrl }: GetTeamByUrlOptions) => {
+  const whereFilter: Prisma.TeamWhereUniqueInput = {
+    url: teamUrl,
+  };
+
+  if (userId !== undefined) {
+    whereFilter['members'] = {
+      some: {
+        userId,
+      },
+    };
+  }
+
+  const result = await prisma.team.findUniqueOrThrow({
+    where: whereFilter,
+    include: {
+      teamEmail: true,
+      emailVerification: true,
+      transferVerification: true,
+      subscription: true,
+      members: {
+        where: {
+          userId,
+        },
+        select: {
+          role: true,
+        },
+      },
+    },
+  });
+
+  const { members, ...team } = result;
+
+  return {
+    ...team,
+    currentTeamMember: members[0],
+  };
+};

packages/lib/server-only/team/get-teams.ts

@@ -0,0 +1,33 @@
+import { prisma } from '@documenso/prisma';
+
+export type GetTeamsOptions = {
+  userId: number;
+};
+export type GetTeamsResponse = Awaited<ReturnType<typeof getTeams>>;
+
+export const getTeams = async ({ userId }: GetTeamsOptions) => {
+  const teams = await prisma.team.findMany({
+    where: {
+      members: {
+        some: {
+          userId,
+        },
+      },
+    },
+    include: {
+      members: {
+        where: {
+          userId,
+        },
+        select: {
+          role: true,
+        },
+      },
+    },
+  });
+
+  return teams.map(({ members, ...team }) => ({
+    ...team,
+    currentTeamMember: members[0],
+  }));
+};

packages/lib/server-only/team/leave-team.ts

@@ -0,0 +1,59 @@
+import { updateSubscriptionItemQuantity } from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+
+export type LeaveTeamOptions = {
+  /**
+   * The ID of the user who is leaving the team.
+   */
+  userId: number;
+
+  /**
+   * The ID of the team the user is leaving.
+   */
+  teamId: number;
+};
+
+export const leaveTeam = async ({ userId, teamId }: LeaveTeamOptions) => {
+  await prisma.$transaction(async (tx) => {
+    const team = await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        ownerUserId: {
+          not: userId,
+        },
+      },
+      include: {
+        subscription: true,
+      },
+    });
+
+    await tx.teamMember.delete({
+      where: {
+        userId_teamId: {
+          userId,
+          teamId,
+        },
+        team: {
+          ownerUserId: {
+            not: userId,
+          },
+        },
+      },
+    });
+
+    if (IS_BILLING_ENABLED && team.subscription) {
+      const numberOfSeats = await tx.teamMember.count({
+        where: {
+          teamId,
+        },
+      });
+
+      await updateSubscriptionItemQuantity({
+        priceId: team.subscription.priceId,
+        subscriptionId: team.subscription.planId,
+        quantity: numberOfSeats,
+      });
+    }
+  });
+};

packages/lib/server-only/team/request-team-ownership-transfer.ts

@@ -0,0 +1,106 @@
+import { createElement } from 'react';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import { TeamTransferRequestTemplate } from '@documenso/email/templates/team-transfer-request';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { createTokenVerification } from '@documenso/lib/utils/token-verification';
+import { prisma } from '@documenso/prisma';
+
+export type RequestTeamOwnershipTransferOptions = {
+  /**
+   * The ID of the user initiating the transfer.
+   */
+  userId: number;
+
+  /**
+   * The name of the user initiating the transfer.
+   */
+  userName: string;
+
+  /**
+   * The ID of the team whose ownership is being transferred.
+   */
+  teamId: number;
+
+  /**
+   * The user ID of the new owner.
+   */
+  newOwnerUserId: number;
+
+  /**
+   * Whether to clear any current payment methods attached to the team.
+   */
+  clearPaymentMethods: boolean;
+};
+
+export const requestTeamOwnershipTransfer = async ({
+  userId,
+  userName,
+  teamId,
+  newOwnerUserId,
+}: RequestTeamOwnershipTransferOptions) => {
+  // Todo: Clear payment methods disabled for now.
+  const clearPaymentMethods = false;
+
+  await prisma.$transaction(async (tx) => {
+    const team = await tx.team.findFirstOrThrow({
+      where: {
+        id: teamId,
+        ownerUserId: userId,
+        members: {
+          some: {
+            userId: newOwnerUserId,
+          },
+        },
+      },
+    });
+
+    const newOwnerUser = await tx.user.findFirstOrThrow({
+      where: {
+        id: newOwnerUserId,
+      },
+    });
+
+    const { token, expiresAt } = createTokenVerification({ minute: 10 });
+
+    const teamVerificationPayload = {
+      teamId,
+      token,
+      expiresAt,
+      userId: newOwnerUserId,
+      name: newOwnerUser.name ?? '',
+      email: newOwnerUser.email,
+      clearPaymentMethods,
+    };
+
+    await tx.teamTransferVerification.upsert({
+      where: {
+        teamId,
+      },
+      create: teamVerificationPayload,
+      update: teamVerificationPayload,
+    });
+
+    const template = createElement(TeamTransferRequestTemplate, {
+      assetBaseUrl: WEBAPP_BASE_URL,
+      baseUrl: WEBAPP_BASE_URL,
+      senderName: userName,
+      teamName: team.name,
+      teamUrl: team.url,
+      token,
+    });
+
+    await mailer.sendMail({
+      to: newOwnerUser.email,
+      from: {
+        name: FROM_NAME,
+        address: FROM_ADDRESS,
+      },
+      subject: `You have been requested to take ownership of team ${team.name} on Documenso`,
+      html: render(template),
+      text: render(template, { plainText: true }),
+    });
+  });
+};

packages/lib/server-only/team/resend-team-email-verification.ts

@@ -0,0 +1,65 @@
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError } from '@documenso/lib/errors/app-error';
+import { createTokenVerification } from '@documenso/lib/utils/token-verification';
+import { prisma } from '@documenso/prisma';
+
+import { sendTeamEmailVerificationEmail } from './create-team-email-verification';
+
+export type ResendTeamMemberInvitationOptions = {
+  userId: number;
+  teamId: number;
+};
+
+/**
+ * Resend a team email verification with a new token.
+ */
+export const resendTeamEmailVerification = async ({
+  userId,
+  teamId,
+}: ResendTeamMemberInvitationOptions) => {
+  await prisma.$transaction(async (tx) => {
+    const team = await tx.team.findUniqueOrThrow({
+      where: {
+        id: teamId,
+        members: {
+          some: {
+            userId,
+            role: {
+              in: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+            },
+          },
+        },
+      },
+      include: {
+        emailVerification: true,
+      },
+    });
+
+    if (!team) {
+      throw new AppError('TeamNotFound', 'User is not a member of the team.');
+    }
+
+    const { emailVerification } = team;
+
+    if (!emailVerification) {
+      throw new AppError(
+        'VerificationNotFound',
+        'No team email verification exists for this team.',
+      );
+    }
+
+    const { token, expiresAt } = createTokenVerification({ hours: 1 });
+
+    await tx.teamEmailVerification.update({
+      where: {
+        teamId,
+      },
+      data: {
+        token,
+        expiresAt,
+      },
+    });
+
+    await sendTeamEmailVerificationEmail(emailVerification.email, token, team.name, team.url);
+  });
+};