Merge branch 'main' of https://github.com/documenso/documenso into feat/redirect-templates

SIGNING.md

@@ -17,7 +17,8 @@ For the digital signature of your documents you need a signing certificate in .p
    `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
 
 4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
-5. Place the certificate `/apps/web/resources/certificate.p12`
+
+5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/marketing/src/api/claim-plan/fetcher.ts

@@ -1,4 +1,5 @@
-import { TClaimPlanRequestSchema, ZClaimPlanResponseSchema } from './types';
+import type { TClaimPlanRequestSchema } from './types';
+import { ZClaimPlanResponseSchema } from './types';
 
 export const claimPlan = async ({
   name,

apps/marketing/src/app/(marketing)/open/bar-metrics.tsx

@@ -55,6 +55,7 @@ export const BarMetric = <T extends Record<string, Record<keyof T[string], unkno
               cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
             />
             <Bar
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
               dataKey={metricKey as string}
               maxBarSize={60}
               fill="hsl(var(--primary))"

apps/marketing/src/app/(marketing)/open/funding-raised.tsx

@@ -13,6 +13,7 @@ export type FundingRaisedProps = HTMLAttributes<HTMLDivElement> & {
 export const FundingRaised = ({ className, data, ...props }: FundingRaisedProps) => {
   const formattedData = data.map((item) => ({
     amount: Number(item.amount),
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     date: formatMonth(item.date as string),
   }));
 

apps/marketing/src/app/(marketing)/open/metric-card.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 

apps/marketing/src/app/(marketing)/open/salary-bands.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 import {

apps/marketing/src/app/(marketing)/oss-friends/container.tsx

@@ -2,13 +2,14 @@
 
 import Link from 'next/link';
 
-import { Variants, motion } from 'framer-motion';
+import type { Variants } from 'framer-motion';
+import { motion } from 'framer-motion';
 
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
 
-import { TOSSFriendsSchema } from './schema';
+import type { TOSSFriendsSchema } from './schema';
 
 const ContainerVariants: Variants = {
   initial: {

apps/marketing/src/app/robots.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { getBaseUrl } from '@documenso/lib/universal/get-base-url';
 

apps/marketing/src/app/sitemap.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { allBlogPosts, allGenericPages } from 'contentlayer/generated';
 

apps/marketing/src/components/(marketing)/hero.tsx

@@ -96,7 +96,7 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           variants={HeroTitleVariants}
           initial="initial"
           animate="animate"
-          className="text-center text-4xl font-bold leading-tight tracking-tight lg:text-[64px]"
+          className="text-center text-4xl font-bold leading-tight tracking-tight md:text-[48px] lg:text-[64px]"
         >
           Document signing,
           <span className="block" /> finally open source.

apps/marketing/src/components/(marketing)/open-build-template-bento.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import Image from 'next/image';
 

apps/marketing/src/components/(marketing)/widget.tsx

@@ -346,7 +346,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                   {signatureText && (
                     <p
                       className={cn(
-                        'text-foreground text-4xl font-semibold [font-family:var(--font-caveat)]',
+                        'text-foreground truncate text-4xl font-semibold [font-family:var(--font-caveat)]',
                       )}
                     >
                       {signatureText}
@@ -360,7 +360,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 >
                   <Input
                     id="signatureText"
-                    className="text-foreground placeholder:text-muted-foreground border-none p-0 text-sm focus-visible:ring-0"
+                    className="text-foreground placeholder:text-muted-foreground truncate border-none p-0 text-sm focus-visible:ring-0"
                     placeholder="Draw or type name here"
                     disabled={isSubmitting}
                     {...register('signatureText', {

apps/marketing/src/components/form/form-error-message.tsx

@@ -1,5 +1,5 @@
 import { AnimatePresence, motion } from 'framer-motion';
-import { FieldError } from 'react-hook-form';
+import type { FieldError } from 'react-hook-form';
 
 import { cn } from '@documenso/ui/lib/utils';
 

apps/marketing/src/components/ui/background.tsx

@@ -1,4 +1,4 @@
-import { SVGAttributes } from 'react';
+import type { SVGAttributes } from 'react';
 
 export type BackgroundProps = Omit<SVGAttributes<SVGElement>, 'viewBox'>;
 

apps/marketing/src/providers/next-theme.tsx

@@ -3,7 +3,7 @@
 import * as React from 'react';
 
 import { ThemeProvider as NextThemesProvider } from 'next-themes';
-import { ThemeProviderProps } from 'next-themes/dist/types';
+import type { ThemeProviderProps } from 'next-themes/dist/types';
 
 export function ThemeProvider({ children, ...props }: ThemeProviderProps) {
   return <NextThemesProvider {...props}>{children}</NextThemesProvider>;

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

@@ -118,7 +118,7 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
         <DropdownMenuItem asChild>
           <Link href={`${documentsPath}/${document.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />
-            Logs
+            Audit Log
           </Link>
         </DropdownMenuItem>
 

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -18,7 +18,10 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
+  DialogDescription,
+  DialogFooter,
   DialogHeader,
   DialogTitle,
   DialogTrigger,
@@ -34,7 +37,6 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZCreateTemplateFormSchema = z.object({
@@ -61,8 +63,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
     resolver: zodResolver(ZCreateTemplateFormSchema),
   });
 
-  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
-    trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
   const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
@@ -140,6 +141,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   useEffect(() => {
     if (!showNewTemplateDialog) {
       form.reset();
+      setUploadedFile(null);
     }
   }, [form, showNewTemplateDialog]);
 
@@ -154,20 +156,23 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       <DialogContent className="w-full max-w-xl">
         <DialogHeader>
-          <DialogTitle className="mb-4">New Template</DialogTitle>
+          <DialogTitle>New Template</DialogTitle>
+          <DialogDescription>
+            Templates allow you to quickly generate documents with pre-filled recipients and fields.
+          </DialogDescription>
         </DialogHeader>
 
-        <div>
+        <Form {...form}>
-          <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
-            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <fieldset disabled={form.formState.isSubmitting} className="flex flex-col gap-y-4">
               <FormField
                 control={form.control}
                 name="name"
                 render={({ field }) => (
                   <FormItem>
-                    <FormLabel>Name your template</FormLabel>
+                    <FormLabel>Template name</FormLabel>
                     <FormControl>
-                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                      <Input {...field} />
                     </FormControl>
                     <FormDescription>
                       <span className="text-muted-foreground text-xs">
@@ -180,55 +185,57 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
                 )}
               />
 
-              <div>
+              <div className="mt-1.5">
-                <Label htmlFor="template">Upload a Document</Label>
+                {uploadedFile ? (
+                  <Card gradient className="h-[40vh]">
+                    <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                      <button
+                        onClick={() => resetForm()}
+                        title="Remove Template"
+                        className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                      >
+                        <X className="h-6 w-6" />
+                        <span className="sr-only">Remove Template</span>
+                      </button>
 
-                <div className="my-3">
+                      <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
-                  {uploadedFile ? (
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                    <Card gradient className="h-[40vh]">
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
-                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        <button
+                      </div>
-                          onClick={() => resetForm()}
-                          title="Remove Template"
-                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
-                        >
-                          <X className="h-6 w-6" />
-                          <span className="sr-only">Remove Template</span>
-                        </button>
 
-                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                      <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        Uploaded Document
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                      </p>
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        </div>
 
-                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                      <span className="text-muted-foreground/80 mt-1 text-sm">
-                          Uploaded Document
+                        {uploadedFile.file.name}
-                        </p>
+                      </span>
-
+                    </CardContent>
-                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                  </Card>
-                          {uploadedFile.file.name}
+                ) : (
-                        </span>
+                  <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
-                      </CardContent>
+                )}
-                    </Card>
-                  ) : (
-                    <DocumentDropzone
-                      className="mt-1.5 h-[40vh]"
-                      onDrop={onFileDrop}
-                      type="template"
-                    />
-                  )}
-                </div>
               </div>
 
-              <div className="flex w-full justify-end">
+              <DialogFooter>
-                <Button loading={isCreatingTemplate} type="submit">
+                <DialogClose asChild>
-                  Create Template
+                  <Button type="button" variant="secondary">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                <Button
+                  loading={form.formState.isSubmitting}
+                  disabled={!uploadedFile}
+                  type="submit"
+                >
+                  Create template
                 </Button>
-              </div>
+              </DialogFooter>
-            </form>
+            </fieldset>
-          </Form>
+          </form>
-        </div>
+        </Form>
       </DialogContent>
     </Dialog>
   );

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -131,7 +131,7 @@ export default async function CompletedSigningPage({
               </div>
             ))
             .with({ deletedAt: null }, () => (
-              <div className="flex items-center text-center text-blue-600">
+              <div className="mt-4 flex items-center text-center text-blue-600">
                 <Clock8 className="mr-2 h-5 w-5" />
                 <span className="text-sm">Waiting for others to sign</span>
               </div>

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -5,7 +5,6 @@ import { useCallback, useMemo, useState } from 'react';
 import { useRouter } from 'next/navigation';
 
 import { Loader, Monitor, Moon, Sun } from 'lucide-react';
-import { useSession } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 import { useHotkeys } from 'react-hotkeys-hook';
 
@@ -18,7 +17,6 @@ import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
-import type { Document, Recipient } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
   CommandDialog,
@@ -71,7 +69,6 @@ export type CommandMenuProps = {
 
 export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   const { setTheme } = useTheme();
-  const { data: session } = useSession();
 
   const router = useRouter();
 
@@ -93,17 +90,6 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
     );
 
-  const isOwner = useCallback(
-    (document: Document) => document.userId === session?.user.id,
-    [session?.user.id],
-  );
-
-  const getSigningLink = useCallback(
-    (recipients: Recipient[]) =>
-      `/sign/${recipients.find((r) => r.email === session?.user.email)?.token}`,
-    [session?.user.email],
-  );
-
   const searchResults = useMemo(() => {
     if (!searchDocumentsData) {
       return [];
@@ -111,10 +97,10 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
     return searchDocumentsData.map((document) => ({
       label: document.title,
-      path: isOwner(document) ? `/documents/${document.id}` : getSigningLink(document.Recipient),
+      path: document.path,
-      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+      value: document.value,
     }));
-  }, [searchDocumentsData, isOwner, getSigningLink]);
+  }, [searchDocumentsData]);
 
   const currentPage = pages[pages.length - 1];
 

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
@@ -12,8 +10,6 @@ import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { CommandMenu } from '../common/command-menu';
-
 const navigationLinks = [
   {
     href: '/documents',
@@ -25,13 +21,14 @@ const navigationLinks = [
   },
 ];
 
-export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
+export type DesktopNavProps = HTMLAttributes<HTMLDivElement> & {
+  setIsCommandMenuOpen: (value: boolean) => void;
+};
 
-export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
+export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: DesktopNavProps) => {
   const pathname = usePathname();
   const params = useParams();
 
-  const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
   const rootHref = getRootHref(params, { returnEmptyRootString: true });
@@ -70,12 +67,10 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
         ))}
       </div>
 
-      <CommandMenu open={open} onOpenChange={setOpen} />
-
       <Button
         variant="outline"
         className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
-        onClick={() => setOpen((open) => !open)}
+        onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">
           <Search className="mr-2 h-5 w-5" />

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

@@ -58,7 +58,7 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
           <Logo className="h-6 w-auto" />
         </Link>
 
-        <DesktopNav />
+        <DesktopNav setIsCommandMenuOpen={setIsCommandMenuOpen} />
 
         <div className="flex gap-x-4 md:ml-8">
           <MenuSwitcher user={user} teams={teams} />

apps/web/src/components/(dashboard)/layout/menu-switcher.tsx

@@ -93,7 +93,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
         <Button
           data-testid="menu-switcher"
           variant="none"
-          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent"
+          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
         >
           <AvatarWithText
             avatarFallback={formatAvatarFallback(selectedTeam?.name)}
@@ -102,12 +102,13 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
             rightSideComponent={
               <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
             }
+            textSectionClassName="hidden lg:flex"
           />
         </Button>
       </DropdownMenuTrigger>
 
       <DropdownMenuContent
-        className={cn('z-[60] ml-2 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
+        className={cn('z-[60] ml-6 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
         align="end"
         forceMount
       >

apps/web/src/components/(dashboard)/layout/mobile-navigation.tsx

@@ -46,7 +46,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
 
   return (
     <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
-      <SheetContent className="flex w-full max-w-[400px] flex-col">
+      <SheetContent className="flex w-full max-w-[350px] flex-col">
         <Link href="/" onClick={handleMenuItemClick}>
           <Image
             src={LogoImage}
@@ -87,7 +87,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
           </div>
 
           <p className="text-muted-foreground text-sm">
-            © {new Date().getFullYear()} Documenso, Inc. All rights reserved.
+            © {new Date().getFullYear()} Documenso, Inc. <br /> All rights reserved.
           </p>
         </div>
       </SheetContent>

packages/api/v1/openapi.ts

@@ -2,16 +2,34 @@ import { generateOpenApi } from '@ts-rest/open-api';
 
 import { ApiContractV1 } from './contract';
 
-export const OpenAPIV1 = generateOpenApi(
+export const OpenAPIV1 = Object.assign(
-  ApiContractV1,
+  generateOpenApi(
-  {
+    ApiContractV1,
-    info: {
+    {
-      title: 'Documenso API',
+      info: {
-      version: '1.0.0',
+        title: 'Documenso API',
-      description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+        version: '1.0.0',
+        description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+      },
     },
-  },
+    {
+      setOperationId: true,
+    },
+  ),
   {
-    setOperationId: true,
+    components: {
+      securitySchemes: {
+        authorization: {
+          type: 'apiKey',
+          in: 'header',
+          name: 'Authorization',
+        },
+      },
+    },
+    security: [
+      {
+        authorization: [],
+      },
+    ],
   },
 );

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -1,7 +1,6 @@
 import { prisma } from '@documenso/prisma';
 import { DocumentStatus } from '@documenso/prisma/client';
-
+import type { Document, Recipient, User } from '@documenso/prisma/client';
-import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
 
 export type SearchDocumentsWithKeywordOptions = {
   query: string;
@@ -79,12 +78,19 @@ export const searchDocumentsWithKeyword = async ({
     take: limit,
   });
 
-  const maskedDocuments = documents.map((document) =>
+  const isOwner = (document: Document, user: User) => document.userId === user.id;
-    maskRecipientTokensForDocument({
+  const getSigningLink = (recipients: Recipient[], user: User) =>
-      document,
+    `/sign/${recipients.find((r) => r.email === user.email)?.token}`;
-      user,
+
-    }),
+  const maskedDocuments = documents.map((document) => {
-  );
+    const { Recipient, ...documentWithoutRecipient } = document;
+
+    return {
+      ...documentWithoutRecipient,
+      path: isOwner(document, user) ? `/documents/${document.id}` : getSigningLink(Recipient, user),
+      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+    };
+  });
 
   return maskedDocuments;
 };

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

@@ -358,6 +358,7 @@ export const documentRouter = router({
           query,
           userId: ctx.user.id,
         });
+
         return documents;
       } catch (err) {
         console.error(err);

packages/ui/primitives/avatar.tsx

@@ -55,6 +55,8 @@ type AvatarWithTextProps = {
   primaryText: React.ReactNode;
   secondaryText?: React.ReactNode;
   rightSideComponent?: React.ReactNode;
+  // Optional class to hide/show the text beside avatar
+  textSectionClassName?: string;
 };
 
 const AvatarWithText = ({
@@ -64,6 +66,7 @@ const AvatarWithText = ({
   primaryText,
   secondaryText,
   rightSideComponent,
+  textSectionClassName,
 }: AvatarWithTextProps) => (
   <div className={cn('flex w-full max-w-xs items-center gap-2', className)}>
     <Avatar
@@ -72,7 +75,7 @@ const AvatarWithText = ({
       <AvatarFallback className="text-xs text-gray-400">{avatarFallback}</AvatarFallback>
     </Avatar>
 
-    <div className="flex flex-col text-left text-sm font-normal">
+    <div className={cn('flex flex-col text-left text-sm font-normal', textSectionClassName)}>
       <span className="text-foreground truncate">{primaryText}</span>
       <span className="text-muted-foreground truncate text-xs">{secondaryText}</span>
     </div>

packages/ui/primitives/command.tsx

@@ -32,7 +32,11 @@ type CommandDialogProps = DialogProps & {
 const CommandDialog = ({ children, commandProps, ...props }: CommandDialogProps) => {
   return (
     <Dialog {...props}>
-      <DialogContent className="overflow-hidden p-0 shadow-2xl">
+      <DialogContent
+        className="w-11/12 items-center overflow-hidden rounded-lg p-0 shadow-2xl lg:mt-0"
+        position="center"
+        overlayClassName="bg-background/60"
+      >
         <Command
           {...commandProps}
           className="[&_[cmdk-group-heading]]:text-muted-foreground [&_[cmdk-group-heading]]:px-0 [&_[cmdk-group-heading]]:font-medium [&_[cmdk-group]:not([hidden])_~[cmdk-group]]:pt-0 [&_[cmdk-group]]:px-2 [&_[cmdk-input-wrapper]_svg]:h-5 [&_[cmdk-input-wrapper]_svg]:w-5 [&_[cmdk-input]]:h-12 [&_[cmdk-item]]:px-2 [&_[cmdk-item]]:py-3 [&_[cmdk-item]_svg]:h-4 [&_[cmdk-item]_svg]:w-4"

packages/ui/primitives/dialog.tsx

@@ -54,28 +54,35 @@ const DialogContent = React.forwardRef<
   React.ComponentPropsWithoutRef<typeof DialogPrimitive.Content> & {
     position?: 'start' | 'end' | 'center';
     hideClose?: boolean;
+    /* Below prop is to add additional classes to the overlay */
+    overlayClassName?: string;
   }
->(({ className, children, position = 'start', hideClose = false, ...props }, ref) => (
+>(
-  <DialogPortal position={position}>
+  (
-    <DialogOverlay />
+    { className, children, overlayClassName, position = 'start', hideClose = false, ...props },
-    <DialogPrimitive.Content
+    ref,
-      ref={ref}
+  ) => (
-      className={cn(
+    <DialogPortal position={position}>
-        'bg-background animate-in data-[state=open]:fade-in-90 sm:zoom-in-90 data-[state=open]:slide-in-from-bottom-10 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full gap-4 rounded-b-lg border p-6 shadow-lg sm:max-w-lg sm:rounded-lg',
+      <DialogOverlay className={cn(overlayClassName)} />
-        className,
+      <DialogPrimitive.Content
-      )}
+        ref={ref}
-      {...props}
+        className={cn(
-    >
+          'bg-background animate-in data-[state=open]:fade-in-90 sm:zoom-in-90 data-[state=open]:slide-in-from-bottom-10 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full gap-4 rounded-b-lg border p-6 shadow-lg sm:max-w-lg sm:rounded-lg',
-      {children}
+          className,
-      {!hideClose && (
+        )}
-        <DialogPrimitive.Close className="ring-offset-background focus:ring-ring data-[state=open]:bg-accent data-[state=open]:text-muted-foreground absolute right-4 top-4 rounded-sm opacity-70 transition-opacity hover:opacity-100 focus:outline-none focus:ring-2 focus:ring-offset-2 disabled:pointer-events-none">
+        {...props}
-          <X className="h-4 w-4" />
+      >
-          <span className="sr-only">Close</span>
+        {children}
-        </DialogPrimitive.Close>
+        {!hideClose && (
-      )}
+          <DialogPrimitive.Close className="ring-offset-background focus:ring-ring data-[state=open]:bg-accent data-[state=open]:text-muted-foreground absolute right-4 top-4 rounded-sm opacity-70 transition-opacity hover:opacity-100 focus:outline-none focus:ring-2 focus:ring-offset-2 disabled:pointer-events-none">
-    </DialogPrimitive.Content>
+            <X className="h-4 w-4" />
-  </DialogPortal>
+            <span className="sr-only">Close</span>
-));
+          </DialogPrimitive.Close>
+        )}
+      </DialogPrimitive.Content>
+    </DialogPortal>
+  ),
+);
 
 DialogContent.displayName = DialogPrimitive.Content.displayName;
 

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

@@ -5,6 +5,7 @@ import React, { useId, useMemo, useState } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { motion } from 'framer-motion';
 import { InfoIcon, Plus, Trash } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
@@ -60,6 +61,8 @@ export const AddSignersFormPartial = ({
 }: AddSignersFormProps) => {
   const { toast } = useToast();
   const { remaining } = useLimits();
+  const { data: session } = useSession();
+  const user = session?.user;
 
   const initialId = useId();
 
@@ -135,6 +138,16 @@ export const AddSignersFormPartial = ({
     );
   };
 
+  const onAddSelfSigner = () => {
+    appendSigner({
+      formId: nanoid(12),
+      name: user?.name ?? '',
+      email: user?.email ?? '',
+      role: RecipientRole.SIGNER,
+      actionAuth: undefined,
+    });
+  };
+
   const onAddSigner = () => {
     appendSigner({
       formId: nanoid(12),
@@ -209,8 +222,12 @@ export const AddSignersFormPartial = ({
                           <Input
                             type="email"
                             placeholder="Email"
-                            disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
                             {...field}
+                            disabled={
+                              isSubmitting ||
+                              hasBeenSentToRecipientId(signer.nativeId) ||
+                              signers[index].email === user?.email
+                            }
                             onKeyDown={onKeyDown}
                           />
                         </FormControl>
@@ -237,8 +254,12 @@ export const AddSignersFormPartial = ({
                         <FormControl>
                           <Input
                             placeholder="Name"
-                            disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
                             {...field}
+                            disabled={
+                              isSubmitting ||
+                              hasBeenSentToRecipientId(signer.nativeId) ||
+                              signers[index].email === user?.email
+                            }
                             onKeyDown={onKeyDown}
                           />
                         </FormControl>
@@ -340,29 +361,83 @@ export const AddSignersFormPartial = ({
                             <SelectContent align="end">
                               <SelectItem value={RecipientRole.SIGNER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                                  <div className="flex w-[150px] items-center">
-                                  Signer
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                                </div>
+                                    Needs to sign
-                              </SelectItem>
+                                  </div>
-
+                                  <Tooltip>
-                              <SelectItem value={RecipientRole.CC}>
+                                    <TooltipTrigger>
-                                <div className="flex items-center">
+                                      <InfoIcon className="h-4 w-4" />
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                    </TooltipTrigger>
-                                  Receives copy
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to sign the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
 
                               <SelectItem value={RecipientRole.APPROVER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                                  <div className="flex w-[150px] items-center">
-                                  Approver
+                                    <span className="mr-2">
+                                      {ROLE_ICONS[RecipientRole.APPROVER]}
+                                    </span>
+                                    Needs to approve
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to approve the document for it to
+                                        be completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
 
                               <SelectItem value={RecipientRole.VIEWER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                  <div className="flex w-[150px] items-center">
-                                  Viewer
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                    Needs to view
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to view the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+
+                              <SelectItem value={RecipientRole.CC}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                    Receives copy
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is not required to take any action and
+                                        receives a copy of the document after it is completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
                             </SelectContent>
@@ -403,32 +478,46 @@ export const AddSignersFormPartial = ({
             >
               <Button
                 type="button"
+                className="flex-1"
                 disabled={isSubmitting || signers.length >= remaining.recipients}
                 onClick={() => onAddSigner()}
               >
                 <Plus className="-ml-1 mr-2 h-5 w-5" />
                 Add Signer
               </Button>
-
+              <Button
-              {!alwaysShowAdvancedSettings && isDocumentEnterprise && (
+                type="button"
-                <div className="flex flex-row items-center">
+                variant="secondary"
-                  <Checkbox
+                className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
-                    id="showAdvancedRecipientSettings"
+                disabled={
-                    className="h-5 w-5"
+                  isSubmitting ||
-                    checkClassName="dark:text-white text-primary"
+                  form.getValues('signers').some((signer) => signer.email === user?.email)
-                    checked={showAdvancedSettings}
+                }
-                    onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
+                onClick={() => onAddSelfSigner()}
-                  />
+              >
-
+                <Plus className="-ml-1 mr-2 h-5 w-5" />
-                  <label
+                Add myself
-                    className="text-muted-foreground ml-2 text-sm"
+              </Button>
-                    htmlFor="showAdvancedRecipientSettings"
-                  >
-                    Show advanced settings
-                  </label>
-                </div>
-              )}
             </div>
+
+            {!alwaysShowAdvancedSettings && isDocumentEnterprise && (
+              <div className="mt-4 flex flex-row items-center">
+                <Checkbox
+                  id="showAdvancedRecipientSettings"
+                  className="h-5 w-5"
+                  checkClassName="dark:text-white text-primary"
+                  checked={showAdvancedSettings}
+                  onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
+                />
+
+                <label
+                  className="text-muted-foreground ml-2 text-sm"
+                  htmlFor="showAdvancedRecipientSettings"
+                >
+                  Show advanced settings
+                </label>
+              </div>
+            )}
           </Form>
         </AnimateGenericFadeInOut>
       </DocumentFlowFormContainerContent>

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx

@@ -4,7 +4,8 @@ import React, { useId, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
-import { Plus, Trash } from 'lucide-react';
+import { InfoIcon, Plus, Trash } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { Controller, useFieldArray, useForm } from 'react-hook-form';
 
 import { nanoid } from '@documenso/lib/universal/id';
@@ -24,6 +25,7 @@ import type { DocumentFlowStep } from '../document-flow/types';
 import { ROLE_ICONS } from '../recipient-role-icons';
 import { Select, SelectContent, SelectItem, SelectTrigger } from '../select';
 import { useStep } from '../stepper';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 
@@ -41,6 +43,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   onSubmit,
 }: AddTemplatePlaceholderRecipientsFormProps) => {
   const initialId = useId();
+  const { data: session } = useSession();
+  const user = session?.user;
   const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() =>
     recipients.length > 1 ? recipients.length + 1 : 2,
   );
@@ -50,6 +54,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   const {
     control,
     handleSubmit,
+    getValues,
     formState: { errors, isSubmitting },
   } = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
     resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema),
@@ -86,6 +91,15 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
     name: 'signers',
   });
 
+  const onAddPlaceholderSelfRecipient = () => {
+    appendSigner({
+      formId: nanoid(12),
+      name: user?.name ?? '',
+      email: user?.email ?? '',
+      role: RecipientRole.SIGNER,
+    });
+  };
+
   const onAddPlaceholderRecipient = () => {
     appendSigner({
       formId: nanoid(12),
@@ -155,29 +169,81 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                         <SelectContent className="" align="end">
                           <SelectItem value={RecipientRole.SIGNER}>
                             <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                              <div className="flex w-[150px] items-center">
-                              Signer
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                            </div>
+                                Needs to sign
-                          </SelectItem>
+                              </div>
-
+                              <Tooltip>
-                          <SelectItem value={RecipientRole.CC}>
+                                <TooltipTrigger>
-                            <div className="flex items-center">
+                                  <InfoIcon className="h-4 w-4" />
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                </TooltipTrigger>
-                              Receives copy
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to sign the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
 
                           <SelectItem value={RecipientRole.APPROVER}>
                             <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                              <div className="flex w-[150px] items-center">
-                              Approver
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                                Needs to approve
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to approve the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
 
                           <SelectItem value={RecipientRole.VIEWER}>
                             <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                              <div className="flex w-[150px] items-center">
-                              Viewer
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                Needs to view
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to view the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+
+                          <SelectItem value={RecipientRole.CC}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                Receives copy
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is not required to take any action and receives a
+                                    copy of the document after it is completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
                         </SelectContent>
@@ -212,11 +278,27 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
           error={'signers__root' in errors && errors['signers__root']}
         />
 
-        <div className="mt-4">
+        <div className="mt-4 flex flex-row items-center space-x-4">
-          <Button type="button" disabled={isSubmitting} onClick={() => onAddPlaceholderRecipient()}>
+          <Button
+            type="button"
+            className="flex-1"
+            disabled={isSubmitting}
+            onClick={() => onAddPlaceholderRecipient()}
+          >
             <Plus className="-ml-1 mr-2 h-5 w-5" />
             Add Placeholder Recipient
           </Button>
+          <Button
+            type="button"
+            className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
+            disabled={
+              isSubmitting || getValues('signers').some((signer) => signer.email === user?.email)
+            }
+            onClick={() => onAddPlaceholderSelfRecipient()}
+          >
+            <Plus className="-ml-1 mr-2 h-5 w-5" />
+            Add Myself
+          </Button>
         </div>
       </DocumentFlowFormContainerContent>