feat: add CSC AES/QES signing (v1 instance-wide config) (#2874)

Adds Cloud Signature Consortium (CSC) integration for AES/QES signing
against a configured TSP. v1 ships as instance-wide configuration via
environment variables, with per-envelope signature level selection,
license gating, and an OAuth-driven signing flow (capture + FIFO
signers, SAD session, blocking/in-progress recipient pages).

Includes signature level compatibility checks (role, signing order,
dictate next signer), envelope mutability assertions, Prisma migration
for signature level and CSC tables, and docs for the new signing
certificate options.

packages/lib/client-only/hooks/use-editor-recipients.ts

@@ -1,3 +1,4 @@
+import { IS_INSTANCE_CSC_MODE } from '@documenso/lib/constants/app';
 import { ZRecipientActionAuthTypesSchema, ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import type { TEditorEnvelope } from '@documenso/lib/types/envelope-editor';
 import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
@@ -21,11 +22,49 @@ const LocalRecipientSchema = z.object({
 
 type TLocalRecipient = z.infer<typeof LocalRecipientSchema>;
 
-export const ZEditorRecipientsFormSchema = z.object({
-  signers: z.array(LocalRecipientSchema),
-  signingOrder: z.nativeEnum(DocumentSigningOrder),
-  allowDictateNextSigner: z.boolean().default(false),
-});
+/**
+ * Backstop validation that mirrors the CSC-mode UI overrides in
+ * `EnvelopeEditorProvider`. If anything bypasses the disabled controls (URL
+ * tampering, legacy form state, embedded host) the form refuses to submit
+ * rather than persisting values the TSP flow can't honour.
+ */
+export const ZEditorRecipientsFormSchema = z
+  .object({
+    signers: z.array(LocalRecipientSchema),
+    signingOrder: z.nativeEnum(DocumentSigningOrder),
+    allowDictateNextSigner: z.boolean().default(false),
+  })
+  .superRefine((data, ctx) => {
+    if (!IS_INSTANCE_CSC_MODE()) {
+      return;
+    }
+
+    if (data.signingOrder !== DocumentSigningOrder.SEQUENTIAL) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'CSC envelopes must use SEQUENTIAL signing order.',
+        path: ['signingOrder'],
+      });
+    }
+
+    if (data.allowDictateNextSigner) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'CSC envelopes do not support next-signer dictation.',
+        path: ['allowDictateNextSigner'],
+      });
+    }
+
+    data.signers.forEach((signer, index) => {
+      if (signer.role === RecipientRole.ASSISTANT) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: 'CSC envelopes do not support the assistant role.',
+          path: ['signers', index, 'role'],
+        });
+      }
+    });
+  });
 
 export type TEditorRecipientsFormSchema = z.infer<typeof ZEditorRecipientsFormSchema>;
 

packages/lib/client-only/providers/envelope-editor-provider.tsx

@@ -1,3 +1,4 @@
+import { IS_INSTANCE_CSC_MODE } from '@documenso/lib/constants/app';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import {
   DEFAULT_EDITOR_CONFIG,
@@ -36,6 +37,12 @@ type EnvelopeEditorProviderValue = {
   isEmbedded: boolean;
   isDocument: boolean;
   isTemplate: boolean;
+  /**
+   * Whether the instance is running in CSC (Cloud Signature Consortium) mode.
+   * Components can branch on this for any additional CSC-only UI gating
+   * beyond the overrides already baked into `editorConfig`.
+   */
+  isCscMode: boolean;
 
   setLocalEnvelope: (localEnvelope: Partial<TEditorEnvelope>) => void;
   updateEnvelope: (envelopeUpdates: UpdateEnvelopePayload) => void;
@@ -91,7 +98,7 @@ export const useCurrentEnvelopeEditor = () => {
 
 export const EnvelopeEditorProvider = ({
   children,
-  editorConfig = DEFAULT_EDITOR_CONFIG,
+  editorConfig: providedEditorConfig = DEFAULT_EDITOR_CONFIG,
   initialEnvelope,
   organisationEmails,
 }: EnvelopeEditorProviderProps) => {
@@ -103,6 +110,31 @@ export const EnvelopeEditorProvider = ({
   const [envelope, _setEnvelope] = useState(initialEnvelope);
   const [autosaveError, setAutosaveError] = useState<boolean>(false);
 
+  const isCscMode = IS_INSTANCE_CSC_MODE();
+
+  /**
+   * CSC-mode overrides applied on top of any caller-supplied editor config.
+   * TSP envelopes are forced SEQUENTIAL at send-time and the sign path has no
+   * nextSigner dictation; the assistant role's pre-fill semantics don't map
+   * onto each recipient signing their own complete PDF state. Hide all three
+   * up-front so authors don't pick options that would get silently coerced.
+   */
+  const editorConfig = useMemo<EnvelopeEditorConfig>(() => {
+    if (!isCscMode || !providedEditorConfig.recipients) {
+      return providedEditorConfig;
+    }
+
+    return {
+      ...providedEditorConfig,
+      recipients: {
+        ...providedEditorConfig.recipients,
+        allowConfigureSigningOrder: false,
+        allowConfigureDictateNextSigner: false,
+        allowAssistantRole: false,
+      },
+    };
+  }, [isCscMode, providedEditorConfig]);
+
   const envelopeRef = useRef(initialEnvelope);
 
   const externalFlushCallbacksRef = useRef<Map<string, () => Promise<void>>>(new Map());
@@ -467,6 +499,7 @@ export const EnvelopeEditorProvider = ({
         isEmbedded,
         isDocument: envelope.type === EnvelopeType.DOCUMENT,
         isTemplate: envelope.type === EnvelopeType.TEMPLATE,
+        isCscMode,
         setLocalEnvelope,
         getRecipientColorKey,
         updateEnvelope,