Merge branch 'main' into fix/replace-hardcoded-grays-with-theme-tokens

apps/remix/app/components/general/admin-license-card.tsx

@@ -1,3 +1,4 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import type { TCachedLicense } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
 import { trpc } from '@documenso/trpc/react';
@@ -9,6 +10,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import {
   ArrowRightIcon,
   CheckCircle2Icon,
+  CopyIcon,
   EyeIcon,
   EyeOffIcon,
   KeyRoundIcon,
@@ -29,6 +31,8 @@ type AdminLicenseCardProps = {
 
 export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
   const { t, i18n } = useLingui();
+  const { toast } = useToast();
+  const [, copy] = useCopyToClipboard();
   const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);
 
   const { license } = licenseData || {};
@@ -87,7 +91,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
           <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
         </div>
 
-        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
           <Trans>Documenso License</Trans>
         </h3>
 
@@ -147,6 +151,24 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
             >
               {isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
             </Button>
+
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              className="h-6 w-6 p-0 text-muted-foreground"
+              aria-label={t`Copy license key`}
+              onClick={async () =>
+                copy(license.licenseKey).then(() => {
+                  toast({
+                    title: t`Copied to clipboard`,
+                    description: t`The license key has been copied to your clipboard`,
+                  });
+                })
+              }
+            >
+              <CopyIcon className="h-3.5 w-3.5" />
+            </Button>
           </div>
         </div>
 

apps/remix/app/components/general/app-command-menu.types.ts

@@ -0,0 +1,36 @@
+import type { MessageDescriptor } from '@lingui/core';
+import type { LucideIcon } from 'lucide-react';
+
+export type PromptItem = {
+  id: string;
+  label: string | MessageDescriptor;
+  sublabel?: string;
+  path?: string;
+  onAction?: () => void;
+  icon?: LucideIcon;
+  initials?: string;
+  shortcut?: string;
+  isChecked?: boolean;
+};
+
+export type PromptCategory = {
+  id: string;
+  label: MessageDescriptor;
+  items: PromptItem[];
+  /**
+   * The number of actual results, excluding utility rows such as the
+   * "View all results" link.
+   */
+  count: number;
+  /**
+   * The count shown on the category chip, or null to not show a chip at all.
+   * Categories which only contain hardcoded page links have no chip.
+   */
+  chipCount: number | null;
+  isCapped: boolean;
+  /**
+   * Global admin categories are marked with a globe icon to distinguish them
+   * from the equally named personal categories.
+   */
+  isGlobal: boolean;
+};

apps/remix/app/components/general/app-header.tsx

@@ -1,5 +1,3 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { getRootHref } from '@documenso/lib/utils/params';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -14,16 +12,16 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { AppCommandMenu } from './app-command-menu';
 import { AppNavDesktop } from './app-nav-desktop';
 import { AppNavMobile } from './app-nav-mobile';
-import { MenuSwitcher } from './menu-switcher';
 import { OrgMenuSwitcher } from './org-menu-switcher';
 
-export type HeaderProps = HTMLAttributes<HTMLDivElement>;
+export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
+  /** Span the full viewport width instead of the centered max-w-screen-xl container. */
+  fullWidth?: boolean;
+};
 
-export const Header = ({ className, ...props }: HeaderProps) => {
+export const Header = ({ className, fullWidth = false, ...props }: HeaderProps) => {
   const params = useParams();
 
-  const { organisations } = useSession();
-
   const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
   const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
   const [scrollY, setScrollY] = useState(0);
@@ -51,12 +49,18 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     <header
       className={cn(
         'sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent bg-background/95 backdrop-blur duration-200 supports-backdrop-blur:bg-background/60',
-        scrollY > 5 && 'border-b-border',
+        (scrollY > 5 || fullWidth) && 'border-b-border',
         className,
       )}
       {...props}
     >
-      <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
+      <div
+        className={cn(
+          'mx-auto flex w-full items-center justify-between gap-x-4 px-4 md:justify-normal',
+          fullWidth ? 'md:px-6' : 'max-w-screen-xl md:px-8',
+        )}
+        data-testid="app-header-container"
+      >
         <Link
           to={getRootHref(params)}
           className="hidden rounded-md ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 md:inline"
@@ -78,7 +82,9 @@ export const Header = ({ className, ...props }: HeaderProps) => {
           </Link>
         </Button>
 
-        <div className="md:ml-4">{isPersonalLayout(organisations) ? <MenuSwitcher /> : <OrgMenuSwitcher />}</div>
+        <div className="md:ml-4">
+          <OrgMenuSwitcher />
+        </div>
 
         <div className="flex flex-row items-center space-x-4 md:hidden">
           <button onClick={() => setIsCommandMenuOpen(true)}>

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -1,5 +1,4 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -37,8 +36,8 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {

apps/remix/app/components/general/app-nav-mobile.tsx

@@ -1,7 +1,6 @@
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
@@ -40,8 +39,8 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {

apps/remix/app/components/general/billing-plans.tsx

@@ -317,7 +317,6 @@ export const IndividualPersonalLayoutCheckoutButton = ({
       const createSubscriptionResponse = await createSubscription({
         organisationId: organisations[0].id,
         priceId,
-        isPersonalLayoutMode: true,
       });
 
       window.location.href = createSubscriptionResponse.redirectUrl;

apps/remix/app/components/general/direct-template/direct-template-invalid-page.tsx

@@ -0,0 +1,23 @@
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon } from 'lucide-react';
+
+export const DirectTemplateInvalidPageView = () => {
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <AlertTriangleIcon className="h-10 w-10 text-destructive" />
+
+        <h1 className="mt-4 font-semibold text-3xl">
+          <Trans>Invalid direct link template</Trans>
+        </h1>
+
+        <p className="mt-2 text-muted-foreground text-sm">
+          <Trans>
+            This direct link template cannot be used because one or more signers do not have a signature field assigned.
+            Please contact the sender to update the template.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-auth-account.tsx

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { DialogFooter } from '@documenso/ui/primitives/dialog';
@@ -34,7 +35,9 @@ export const DocumentSigningAuthAccount = ({
       const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
 
       await authClient.signOut({
-        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        redirectPath: formatPath(
+          `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        ),
       });
     } catch {
       setIsSigningOut(false);

apps/remix/app/components/general/document-signing/document-signing-auth-page.tsx

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
@@ -21,10 +22,10 @@ export const DocumentSigningAuthPageView = ({ email, emailHasAccount }: Document
     try {
       setIsSigningOut(true);
 
-      let redirectPath = '/signin';
+      let redirectPath = formatPath('/signin');
 
       if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+        redirectPath = emailHasAccount ? formatPath(`/signin#email=${email}`) : formatPath(`/signup#email=${email}`);
       }
 
       await authClient.signOut({

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -14,6 +14,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -27,6 +28,8 @@ import { useEmbedSigningContext } from '~/components/embed/embed-signing-context
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 
 export type DocumentSigningCompleteDialogProps = {
@@ -85,7 +88,8 @@ export const DocumentSigningCompleteDialog = ({
   position,
   disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();
 
   const [showDialog, setShowDialog] = useState(false);
 
@@ -174,6 +178,18 @@ export const DocumentSigningCompleteDialog = ({
 
         return;
       }
+
+      // This dialog owns the completion error toast for every signing surface
+      // so the user gets a specific, actionable message. Callers should run
+      // their own side effects (e.g. embeds posting document-error) and
+      // rethrow rather than toasting themselves.
+      const toastMessage = getSigningCompletionErrorMessage(err.code);
+
+      toast({
+        title: i18n._(toastMessage.title),
+        description: i18n._(toastMessage.description),
+        variant: 'destructive',
+      });
     }
   };
 

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -1,3 +1,4 @@
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
@@ -19,6 +20,8 @@ import { useId, useMemo, useState } from 'react';
 import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { AssistantConfirmationDialog, type NextSigner } from '../../dialogs/assistant-confirmation-dialog';
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
@@ -100,9 +103,12 @@ export const DocumentSigningForm = ({
     try {
       await completeDocument({ nextSigner });
     } catch (err) {
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while completing the document. Please try again.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
 

apps/remix/app/components/general/document-signing/document-signing-radio-field.tsx

@@ -146,14 +146,17 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10 my-0.5 gap-y-1">
+        <RadioGroup
+          value={selectedOption}
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3 shrink-0"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.checked}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (
@@ -167,14 +170,13 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       )}
 
       {field.inserted && (
-        <RadioGroup className="my-0.5 gap-y-1">
+        <RadioGroup value={field.customText ?? ''} className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.value === field.customText}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (

apps/remix/app/components/general/document/document-search.tsx

@@ -2,38 +2,24 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
 import { Input } from '@documenso/ui/primitives/input';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { useCallback, useEffect, useState } from 'react';
-import { useSearchParams } from 'react-router';
+import { useQueryState } from 'nuqs';
+import { useEffect, useState } from 'react';
 
-export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string }) => {
+import { documentsSearchParams } from '~/utils/documents-search-params';
+
+export const DocumentSearch = () => {
   const { _ } = useLingui();
 
-  const [searchParams, setSearchParams] = useSearchParams();
+  const [query, setQuery] = useQueryState('query', documentsSearchParams.query);
 
-  const [searchTerm, setSearchTerm] = useState(initialValue);
+  const [searchTerm, setSearchTerm] = useState(query ?? '');
   const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
 
-  const handleSearch = useCallback(
-    (term: string) => {
-      const params = new URLSearchParams(searchParams?.toString() ?? '');
-      if (term) {
-        params.set('query', term);
-      } else {
-        params.delete('query');
-      }
-
-      setSearchParams(params);
-    },
-    [searchParams],
-  );
-
   useEffect(() => {
-    const currentQueryParam = searchParams.get('query') || '';
-
-    if (debouncedSearchTerm !== currentQueryParam) {
-      handleSearch(debouncedSearchTerm);
+    if (debouncedSearchTerm !== (query ?? '')) {
+      void setQuery(debouncedSearchTerm || null);
     }
-  }, [debouncedSearchTerm, searchParams]);
+  }, [debouncedSearchTerm, query, setQuery]);
 
   return (
     <Input

apps/remix/app/components/general/document/document-status.tsx

@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
+import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 import type { HTMLAttributes } from 'react';
 
@@ -46,6 +46,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: XCircle,
     color: 'text-red-500 dark:text-red-300',
   },
+  EXPIRED: {
+    label: msg`Expired`,
+    labelExtended: msg`Document expired`,
+    icon: TimerOff,
+    color: 'text-orange-500 dark:text-orange-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-drag-drop.tsx

@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
       {selectedField && (
         <div
           className={cn(
-            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
+            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
             selectedRecipientStyles.base,
             selectedField === FieldType.SIGNATURE && 'font-signature',
             {

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx

@@ -54,6 +54,7 @@ import { useCurrentTeam } from '~/providers/team';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
 
@@ -238,6 +239,8 @@ export const EnvelopeEditorFieldsPage = () => {
           }
         />
 
+        <EnvelopeEditorInvalidDirectTemplateAlert />
+
         {/* Document View */}
         <div className="mt-4 flex h-full flex-col items-center justify-center">
           {envelope.recipients.length === 0 && (

apps/remix/app/components/general/envelope-editor/envelope-editor-invalid-direct-template-alert.tsx

@@ -0,0 +1,55 @@
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+
+export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
+  className?: string;
+};
+
+/**
+ * Warns that a direct link template cannot be used because one or more signers
+ * are missing a signature field.
+ */
+export const EnvelopeEditorInvalidDirectTemplateAlert = ({
+  className,
+}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
+  const { envelope, isTemplate } = useCurrentEnvelopeEditor();
+
+  const signersMissingSignatureFields = useMemo(() => {
+    if (!isTemplate || !envelope.directLink?.enabled) {
+      return [];
+    }
+
+    return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
+  }, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
+
+  if (signersMissingSignatureFields.length === 0) {
+    return null;
+  }
+
+  return (
+    <Alert
+      variant="destructive"
+      className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
+    >
+      <AlertTitle>
+        <Trans>Invalid direct link template</Trans>
+      </AlertTitle>
+
+      <AlertDescription>
+        <Trans>
+          Recipients cannot use this direct link template because the following signers are missing a signature field
+        </Trans>
+
+        <ul className="list-disc pl-5">
+          {signersMissingSignatureFields.map((recipient, i) => (
+            <li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
+          ))}
+        </ul>
+      </AlertDescription>
+    </Alert>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-preview-page.tsx

@@ -22,6 +22,7 @@ import { match } from 'ts-pattern';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 export const EnvelopeEditorPreviewPage = () => {
@@ -228,6 +229,8 @@ export const EnvelopeEditorPreviewPage = () => {
           {/* Horizontal envelope item selector */}
           <EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />
 
+          <EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
+
           <Alert variant="warning" className="mx-auto max-w-[800px]">
             <AlertTitle>
               <Trans>Preview Mode</Trans>

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -7,7 +7,12 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import {
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
 import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
 import {
@@ -156,16 +161,12 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [watchedSigners]);
 
   const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return signers
-      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
-      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
   };
 
-  const {
-    append: appendSigner,
-    fields: signers,
-    remove: removeSigner,
-  } = useFieldArray({
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
+
+  const { fields: signers, remove: removeSigner } = useFieldArray({
     control,
     name: 'signers',
     keyName: 'nativeId',
@@ -208,14 +209,31 @@ export const EnvelopeEditorRecipientForm = () => {
     return utilCanRecipientBeModified(recipient, fields);
   };
 
+  const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
+    const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    if (shouldFocus) {
+      const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
+
+      if (signerIndex !== -1) {
+        requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
+      }
+    }
+  };
+
   const onAddSigner = () => {
-    appendSigner({
+    appendNormalizedSigner({
       formId: nanoid(12),
       name: '',
       email: '',
       role: RecipientRole.SIGNER,
       actionAuth: [],
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder: activeRecipientCount + 1,
     });
   };
 
@@ -323,18 +341,16 @@ export const EnvelopeEditorRecipientForm = () => {
 
       form.setFocus(`signers.${emptySignerIndex}.email`);
     } else {
-      appendSigner(
+      appendNormalizedSigner(
         {
           formId: nanoid(12),
           name: currentEditorName ?? '',
           email: currentEditorEmail ?? '',
           role: RecipientRole.SIGNER,
           actionAuth: [],
-          signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
-        },
-        {
-          shouldFocus: true,
+          signingOrder: activeRecipientCount + 1,
         },
+        true,
       );
 
       void form.trigger('signers');
@@ -369,18 +385,14 @@ export const EnvelopeEditorRecipientForm = () => {
 
       items.splice(insertIndex, 0, reorderedSigner);
 
-      const updatedSigners = items.map((signer, index) => ({
-        ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(items);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      const lastSigner = updatedSigners[updatedSigners.length - 1];
-      if (lastSigner.role === RecipientRole.ASSISTANT) {
+      if (isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -411,18 +423,19 @@ export const EnvelopeEditorRecipientForm = () => {
         return;
       }
 
-      const updatedSigners = currentSigners.map((signer, idx) => ({
-        ...signer,
-        role: idx === index ? role : signer.role,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(
+        currentSigners.map((signer, idx) => ({
+          ...signer,
+          role: idx === index ? role : signer.role,
+        })),
+      );
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -447,22 +460,30 @@ export const EnvelopeEditorRecipientForm = () => {
       const currentSigners = form.getValues('signers');
       const signer = currentSigners[index];
 
-      // Remove signer from current position and insert at new position
-      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
-      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
-      remainingSigners.splice(newPosition, 0, signer);
+      if (isCcRecipient(signer)) {
+        return;
+      }
 
-      const updatedSigners = remainingSigners.map((s, idx) => ({
-        ...s,
-        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
-      }));
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -476,10 +497,12 @@ export const EnvelopeEditorRecipientForm = () => {
     setShowSigningOrderConfirmation(false);
 
     const currentSigners = form.getValues('signers');
-    const updatedSigners = currentSigners.map((signer) => ({
-      ...signer,
-      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
-    }));
+    const updatedSigners = normalizeSigningOrders(
+      currentSigners.map((signer) => ({
+        ...signer,
+        role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+      })),
+    );
 
     form.setValue('signers', updatedSigners, {
       shouldValidate: true,
@@ -796,6 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
                         isDragDisabled={
                           !isSigningOrderSequential ||
                           isSubmitting ||
+                          isCcRecipient(signer) ||
                           !canRecipientBeModified(signer.id) ||
                           !signer.signingOrder
                         }
@@ -819,7 +843,11 @@ export const EnvelopeEditorRecipientForm = () => {
                               })}
                             >
                               <div className="flex flex-row items-center gap-x-2">
-                                {isSigningOrderSequential && (
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
                                   <FormField
                                     control={form.control}
                                     name={`signers.${index}.signingOrder`}
@@ -835,7 +863,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                         <FormControl>
                                           <Input
                                             type="number"
-                                            max={signers.length}
+                                            max={activeRecipientCount}
                                             data-testid="signing-order-input"
                                             className={cn(
                                               'w-10 text-center',
@@ -976,7 +1004,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                           onValueChange={(value) => {
                                             // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
                                             handleRoleChange(index, value as RecipientRole);
-                                            field.onChange(value);
                                           }}
                                           disabled={
                                             snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)

apps/remix/app/components/general/envelope-editor/envelope-editor-upload-page.tsx

@@ -26,6 +26,7 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from
 
 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
 
@@ -449,6 +450,9 @@ export const EnvelopeEditorUploadPage = () => {
   return (
     <div className="mx-auto max-w-4xl space-y-6 p-8">
       <input {...getReplaceInputProps()} />
+
+      <EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
+
       <Card backdropBlur={false} className="border">
         <CardHeader className="pb-3">
           <CardTitle>

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -42,7 +42,11 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
 
-  const { mutateAsync: completeDocument, isPending } = trpc.recipient.completeDocumentWithToken.useMutation();
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
 
   const { mutateAsync: createDocumentFromDirectTemplate } =
     trpc.template.createDocumentFromDirectTemplate.useMutation();
@@ -106,11 +110,21 @@ export const EnvelopeSignerCompleteDialog = () => {
         return;
       }
 
-      analytics.capture('App: Recipient has completed signing', {
-        signerId: recipient.id,
-        documentId: envelope.id,
-        timestamp: new Date().toISOString(),
-      });
+      // The document was already completed by an earlier request (retry,
+      // stale tab or concurrent submission). Let the user know this click
+      // didn't complete the document, then continue to the completed page.
+      if (result.status === 'ALREADY_SIGNED') {
+        toast({
+          title: t`Document already signed`,
+          description: t`This document was already signed and no further action was taken.`,
+        });
+      } else {
+        analytics.capture('App: Recipient has completed signing', {
+          signerId: recipient.id,
+          documentId: envelope.id,
+          timestamp: new Date().toISOString(),
+        });
+      }
 
       if (onDocumentCompleted) {
         onDocumentCompleted({
@@ -134,15 +148,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       const error = AppError.parseError(err);
 
       if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
-        toast({
-          title: t`Something went wrong`,
-          description: t`We were unable to submit this document at this time. Please try again later.`,
-          variant: 'destructive',
-        });
-
         onDocumentError?.();
       }
 
+      // Rethrow so DocumentSigningCompleteDialog can handle 2FA retries and
+      // toast a specific completion error message.
       throw err;
     }
   };
@@ -210,14 +220,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       }
     } catch (err) {
       console.log('err', err);
-      toast({
-        title: t`Something went wrong`,
-        description: t`We were unable to submit this document at this time. Please try again later.`,
-        variant: 'destructive',
-      });
 
       onDocumentError?.();
 
+      // Rethrow so DocumentSigningCompleteDialog can toast a specific
+      // completion error message.
       throw err;
     }
   };
@@ -246,7 +253,7 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   return (
     <DocumentSigningCompleteDialog
-      isSubmitting={isPending}
+      isSubmitting={isPending || isSuccess}
       recipientPayload={recipientPayload}
       onSignatureComplete={isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick}
       documentTitle={envelope.title}

apps/remix/app/components/general/envelope/envelope-drop-zone-wrapper.tsx

@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
               {type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
             </h2>
 
-            <p className="mt-4 text-md text-muted-foreground">
+            <p className="mt-4 text-base text-muted-foreground">
               <Trans>Drag and drop your document here</Trans>
             </p>
 

apps/remix/app/components/general/filter-pill.tsx

@@ -0,0 +1,186 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+  CommandSeparator,
+} from '@documenso/ui/primitives/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Separator } from '@documenso/ui/primitives/separator';
+import { Trans } from '@lingui/react/macro';
+import { CheckIcon, ChevronDownIcon } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+import type { ReactNode } from 'react';
+import { useState } from 'react';
+
+export type FilterPillOption = {
+  value: string;
+  label: ReactNode;
+  trailing?: string;
+};
+
+type FilterPillCommonProps = {
+  icon: LucideIcon;
+  label: ReactNode;
+  options: FilterPillOption[];
+  enableSearch?: boolean;
+  searchPlaceholder?: string;
+  loading?: boolean;
+  testId?: string;
+};
+
+export type FilterPillSingleProps = FilterPillCommonProps & {
+  multiple?: false;
+  value: string | null;
+  onChange: (value: string | null) => void;
+  selectedLabel?: ReactNode;
+};
+
+export type FilterPillMultipleProps = FilterPillCommonProps & {
+  multiple: true;
+  value: string[];
+  onChange: (value: string[]) => void;
+};
+
+export type FilterPillProps = FilterPillSingleProps | FilterPillMultipleProps;
+
+/**
+ * A faceted filter pill.
+ *
+ * Renders as a dashed "add a filter" pill at rest, and shows the current
+ * selection inline once a value is picked. Selecting the active option
+ * again (or the Clear row) removes it.
+ *
+ * Single select by default, closing on pick. When `multiple` is set the
+ * popover stays open for toggling, and the trigger shows the first two
+ * selections followed by a "+N more" chip.
+ */
+export const FilterPill = (props: FilterPillProps) => {
+  const { icon: Icon, label, options, enableSearch, searchPlaceholder, loading, testId } = props;
+
+  const [open, setOpen] = useState(false);
+
+  const selectedValues = props.multiple ? props.value : props.value === null ? [] : [props.value];
+
+  const selectedOptions = selectedValues
+    .map((value) => options.find((option) => option.value === value))
+    .filter((option): option is FilterPillOption => option !== undefined);
+
+  const hasSelection = selectedOptions.length > 0;
+  const extraCount = selectedOptions.length - 2;
+
+  const onSelect = (nextValue: string) => {
+    if (props.multiple) {
+      const newValues = selectedValues.includes(nextValue)
+        ? selectedValues.filter((value) => value !== nextValue)
+        : [...selectedValues, nextValue];
+
+      props.onChange(newValues);
+      return;
+    }
+
+    props.onChange(nextValue === props.value ? null : nextValue);
+    setOpen(false);
+  };
+
+  const onClear = () => {
+    if (props.multiple) {
+      props.onChange([]);
+    } else {
+      props.onChange(null);
+    }
+
+    setOpen(false);
+  };
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          disabled={loading}
+          className={cn('border-dashed text-muted-foreground', {
+            'border-solid text-foreground': hasSelection,
+          })}
+          data-testid={testId}
+        >
+          <Icon className="mr-2 h-4 w-4" />
+          {label}
+
+          {hasSelection && (
+            <>
+              <Separator orientation="vertical" className="mx-2 h-4" />
+
+              {props.multiple ? (
+                <span className="flex items-center gap-x-1">
+                  {selectedOptions.slice(0, 2).map((option) => (
+                    <Badge key={option.value} variant="neutral" size="small">
+                      {option.label}
+                    </Badge>
+                  ))}
+
+                  {extraCount > 0 && (
+                    <Badge variant="neutral" size="small">
+                      <Trans>+{extraCount} more</Trans>
+                    </Badge>
+                  )}
+                </span>
+              ) : (
+                <span className="font-medium">{props.selectedLabel ?? selectedOptions[0].label}</span>
+              )}
+            </>
+          )}
+
+          <ChevronDownIcon className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-52 p-0" align="start">
+        <Command>
+          {enableSearch && <CommandInput placeholder={searchPlaceholder} />}
+
+          <CommandList>
+            <CommandEmpty>
+              <Trans>No results found.</Trans>
+            </CommandEmpty>
+
+            <CommandGroup>
+              {options.map((option) => (
+                <CommandItem key={option.value} onSelect={() => onSelect(option.value)}>
+                  <CheckIcon
+                    className={cn(
+                      'mr-2 h-4 w-4 shrink-0',
+                      selectedValues.includes(option.value) ? 'opacity-100' : 'opacity-0',
+                    )}
+                  />
+
+                  {option.label}
+
+                  {option.trailing !== undefined && (
+                    <span className="ml-auto pl-4 text-muted-foreground text-xs">{option.trailing}</span>
+                  )}
+                </CommandItem>
+              ))}
+            </CommandGroup>
+
+            {hasSelection && (
+              <>
+                <CommandSeparator />
+                <CommandGroup>
+                  <CommandItem className="justify-center text-center text-muted-foreground" onSelect={onClear}>
+                    <Trans>Clear</Trans>
+                  </CommandItem>
+                </CommandGroup>
+              </>
+            )}
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/menu-switcher.tsx

@@ -1,104 +0,0 @@
-import { authClient } from '@documenso/auth/client';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { isAdmin } from '@documenso/lib/utils/is-admin';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { LanguageSwitcherDialog } from '@documenso/ui/components/common/language-switcher-dialog';
-import { cn } from '@documenso/ui/lib/utils';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuSeparator,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { ChevronsUpDown, Plus } from 'lucide-react';
-import { useState } from 'react';
-import { Link } from 'react-router';
-
-export const MenuSwitcher = () => {
-  const { _ } = useLingui();
-
-  const { user } = useSession();
-
-  const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
-
-  const isUserAdmin = isAdmin(user);
-
-  const formatAvatarFallback = (name?: string) => {
-    if (name !== undefined) {
-      return name.slice(0, 1).toUpperCase();
-    }
-
-    return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
-  };
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger asChild>
-        <Button
-          data-testid="menu-switcher"
-          variant="none"
-          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
-            avatarSrc={formatAvatarUrl(user.avatarImageId)}
-            avatarFallback={formatAvatarFallback(user.name || user.email)}
-            primaryText={user.name}
-            secondaryText={_(msg`Personal Account`)}
-            rightSideComponent={<ChevronsUpDown className="ml-auto h-4 w-4 text-muted-foreground" />}
-            textSectionClassName="hidden lg:flex"
-          />
-        </Button>
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className={cn('z-[60] ml-6 w-full min-w-[12rem] md:ml-0')} align="end" forceMount>
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/organisations?action=add-organisation" className="flex items-center justify-between">
-            <Trans>Create Organisation</Trans>
-            <Plus className="ml-2 h-4 w-4" />
-          </Link>
-        </DropdownMenuItem>
-        <DropdownMenuSeparator />
-
-        {isUserAdmin && (
-          <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-            <Link to="/admin">
-              <Trans>Admin panel</Trans>
-            </Link>
-          </DropdownMenuItem>
-        )}
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/inbox">
-            <Trans>Personal Inbox</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/profile">
-            <Trans>User settings</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" onClick={() => setLanguageSwitcherOpen(true)}>
-          <Trans>Language</Trans>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem
-          className="hover:!text-destructive px-4 py-2 text-destructive/90"
-          onSelect={async () => authClient.signOut()}
-        >
-          <Trans>Sign Out</Trans>
-        </DropdownMenuItem>
-      </DropdownMenuContent>
-
-      <LanguageSwitcherDialog open={languageSwitcherOpen} setOpen={setLanguageSwitcherOpen} />
-    </DropdownMenu>
-  );
-};

apps/remix/app/components/general/org-menu-switcher.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
@@ -55,6 +56,12 @@ export const OrgMenuSwitcher = () => {
   const currentOrganisation = useOptionalCurrentOrganisation();
   const currentTeam = useOptionalCurrentTeam();
 
+  const canAccessOrganisationSettings =
+    currentOrganisation &&
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole);
+
+  const canAccessTeamSettings = currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole);
+
   // Use hovered org for teams display if available,
   // otherwise use current team's org if in a team,
   // finally fallback to selected org
@@ -161,7 +168,7 @@ export const OrgMenuSwitcher = () => {
                   {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                     <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                       <Link
-                        to={`/o/${org.url}/settings`}
+                        to={`/o/${org.url}/settings/general`}
                         className="mr-2 rounded-sm border p-1 text-muted-foreground transition-opacity duration-200 group-hover:opacity-100 md:opacity-0"
                       >
                         <Settings2Icon className="h-3.5 w-3.5" />
@@ -214,7 +221,7 @@ export const OrgMenuSwitcher = () => {
                       {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                         <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                           <Link
-                            to={`/t/${team.url}/settings`}
+                            to={`/t/${team.url}/settings/general`}
                             className="mr-2 rounded-sm border p-1 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100"
                           >
                             <Settings2Icon className="h-3.5 w-3.5" />
@@ -258,26 +265,23 @@ export const OrgMenuSwitcher = () => {
                 </DropdownMenuItem>
               )}
 
-              {currentOrganisation &&
-                canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole) && (
-                  <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                    <Link to={`/o/${currentOrganisation.url}/settings`}>
-                      <Trans>Organisation settings</Trans>
-                    </Link>
-                  </DropdownMenuItem>
-                )}
-
-              {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
-                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                  <Link to={`/t/${currentTeam.url}/settings`}>
-                    <Trans>Team settings</Trans>
-                  </Link>
-                </DropdownMenuItem>
-              )}
-
               <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
                 <Link to="/inbox">
-                  <Trans>Personal Inbox</Trans>
+                  <Trans>Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                <Link
+                  to={
+                    canAccessOrganisationSettings
+                      ? `/o/${currentOrganisation?.url}/settings/general`
+                      : canAccessTeamSettings
+                        ? `/t/${currentTeam?.url}/settings/general`
+                        : '/settings/profile'
+                  }
+                >
+                  <Trans>Settings</Trans>
                 </Link>
               </DropdownMenuItem>
 
@@ -287,6 +291,14 @@ export const OrgMenuSwitcher = () => {
                 </Link>
               </DropdownMenuItem>
 
+              {IS_BILLING_ENABLED() && (
+                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                  <Link to="/settings/billing">
+                    <Trans>Billing</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
               <DropdownMenuItem
                 className="px-4 py-2 text-muted-foreground"
                 onClick={() => setLanguageSwitcherOpen(true)}

apps/remix/app/components/general/organisations/organisation-billing-portal-button.tsx

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -13,8 +12,6 @@ export type OrganisationBillingPortalButtonProps = {
 };
 
 export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBillingPortalButtonProps) => {
-  const { organisations } = useSession();
-
   const organisation = useCurrentOrganisation();
 
   const { _ } = useLingui();
@@ -28,11 +25,10 @@ export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBil
     try {
       const { redirectUrl } = await manageSubscription({
         organisationId: organisation.id,
-        isPersonalLayoutMode: isPersonalLayout(organisations),
       });
 
       window.open(redirectUrl, '_blank');
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: _(msg`Something went wrong`),
         description: _(

apps/remix/app/components/general/pdf-viewer/pdf-viewer.tsx

@@ -215,7 +215,7 @@ export default function PDFViewer({
 
 type VirtualizedPageListProps = {
   scrollParentRef: ScrollTarget;
-  constraintRef: React.RefObject<HTMLDivElement>;
+  constraintRef: React.RefObject<HTMLDivElement | null>;
   pages: PageMeta[];
   numPages: number;
   pdf: pdfjsLib.PDFDocumentProxy;

apps/remix/app/components/general/settings-header.tsx

@@ -12,9 +12,9 @@ export type SettingsHeaderProps = {
 export const SettingsHeader = ({ children, title, subtitle, className, hideDivider }: SettingsHeaderProps) => {
   return (
     <>
-      <div className={cn('flex flex-row items-center justify-between', className)}>
+      <div className={cn('mb-4 flex flex-row items-center justify-between', className)}>
         <div>
-          <h3 className="font-medium text-lg">{title}</h3>
+          <h2 className="font-bold text-xl">{title}</h2>
 
           <p className="text-muted-foreground text-sm md:mt-2">{subtitle}</p>
         </div>
@@ -22,7 +22,7 @@ export const SettingsHeader = ({ children, title, subtitle, className, hideDivid
         {children}
       </div>
 
-      {!hideDivider && <hr className="my-4" />}
+      {!hideDivider && <hr className="mb-4" />}
     </>
   );
 };

apps/remix/app/components/general/settings-nav-desktop.tsx

@@ -1,137 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-col gap-y-2', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button variant="ghost" className={cn('w-full justify-start')}>
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Trans>Document</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <Trans>Branding</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <Trans>Email</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

apps/remix/app/components/general/settings-nav-mobile.tsx

@@ -1,144 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import {
-  BracesIcon,
-  CreditCardIcon,
-  Globe2Icon,
-  Lock,
-  MailIcon,
-  PaletteIcon,
-  Settings2Icon,
-  User,
-  Users,
-  WebhookIcon,
-} from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Document Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <PaletteIcon className="mr-2 h-5 w-5" />
-              <Trans>Branding Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <MailIcon className="mr-2 h-5 w-5" />
-              <Trans>Email Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

apps/remix/app/components/general/settings-org-switcher.tsx

@@ -0,0 +1,200 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { type INTERNAL_CLAIM_ID, internalClaims } from '@documenso/lib/types/subscription';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsOrgSwitcherProps = {
+  currentOrgUrl: string;
+};
+
+export const SettingsOrgSwitcher = ({ currentOrgUrl }: SettingsOrgSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const manageableOrgs = useMemo(
+    () =>
+      organisations.filter(
+        (org) =>
+          canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+          org.teams.some((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)),
+      ),
+    [organisations],
+  );
+
+  const currentOrg = manageableOrgs.find((org) => org.url === currentOrgUrl);
+
+  const hasManageableBillingOrgs = useMemo(
+    () => organisations.some((org) => canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole)),
+    [organisations],
+  );
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableOrgs;
+    }
+
+    return manageableOrgs.filter((org) => org.name.toLowerCase().includes(q));
+  }, [manageableOrgs, query]);
+
+  const isBillingEnabled = IS_BILLING_ENABLED();
+
+  const handleSelect = (orgUrl: string) => {
+    const destinationOrg = manageableOrgs.find((org) => org.url === orgUrl);
+
+    if (!destinationOrg) {
+      return;
+    }
+
+    const manageableTeam = destinationOrg.teams.find((team) =>
+      canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole),
+    );
+
+    const destinationGroups = getSettingsNavGroups({
+      organisation: {
+        url: destinationOrg.url,
+        currentOrganisationRole: destinationOrg.currentOrganisationRole,
+        organisationClaim: destinationOrg.organisationClaim,
+      },
+      team: manageableTeam ? { url: manageableTeam.url, currentTeamRole: manageableTeam.currentTeamRole } : null,
+      hasManageableBillingOrgs,
+    });
+
+    // The list also contains organisations the user can only reach through a team they
+    // manage — for those `getSettingsNavGroups` returns no organisation group, so we land
+    // them in the team group instead of on an organisation page they aren't authorised for.
+    const destinationGroup = destinationGroups.organisation ?? destinationGroups.team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg) {
+    return null;
+  }
+
+  // Resolve an organisation's plan label. Unknown or custom claims (including
+  // self-hosted custom claim IDs) fall back to "Custom Plan".
+  const getPlanName = (organisationClaimId: string | null) => {
+    const planClaim =
+      organisationClaimId && organisationClaimId in internalClaims
+        ? internalClaims[organisationClaimId as INTERNAL_CLAIM_ID]
+        : undefined;
+
+    return planClaim ? t`${planClaim.name} Plan` : t`Custom Plan`;
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-org-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentOrg.avatarImageId)}
+            avatarFallback={currentOrg.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentOrg.name}</span>}
+            secondaryText={
+              isBillingEnabled ? getPlanName(currentOrg.organisationClaim.originalSubscriptionClaimId) : undefined
+            }
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-org-switcher-content"
+      >
+        {manageableOrgs.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search organisations…`}
+                className="h-8 pl-7"
+                data-testid="settings-org-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((org) => {
+            const isCurrent = org.url === currentOrgUrl;
+            return (
+              <li key={org.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(org.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-org-switcher-item-${org.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(org.avatarImageId)}
+                    avatarFallback={org.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{org.name}</span>}
+                    secondaryText={
+                      isBillingEnabled ? getPlanName(org.organisationClaim.originalSubscriptionClaimId) : undefined
+                    }
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-org-switcher-create">
+            <a href="/settings/organisations?action=add-organisation">
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create organisation</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-scope-breadcrumb.tsx

@@ -0,0 +1,58 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Trans } from '@lingui/react/macro';
+import { Building2Icon, ChevronRightIcon, UserIcon, Users2Icon } from 'lucide-react';
+
+export type SettingsScopeBreadcrumbProps = {
+  scope: 'organisation' | 'team' | 'account';
+  scopeName: string;
+  crumbs: string[];
+};
+
+export const SettingsScopeBreadcrumb = ({ scope, scopeName, crumbs }: SettingsScopeBreadcrumbProps) => {
+  return (
+    <nav
+      aria-label="settings-scope-breadcrumb"
+      className="mb-4 flex flex-wrap items-center gap-2 text-muted-foreground text-sm"
+      data-testid="settings-scope-breadcrumb"
+    >
+      <span>{scopeName}</span>
+
+      {crumbs.map((crumb, idx) => {
+        const isLeaf = idx === crumbs.length - 1;
+
+        return (
+          <span key={`${crumb}-${idx}`} className="flex items-center gap-2">
+            <ChevronRightIcon className="h-3.5 w-3.5 opacity-50" />
+            <span className={cn(isLeaf && 'font-semibold text-foreground')}>{crumb}</span>
+          </span>
+        );
+      })}
+      <Badge
+        variant={scope === 'organisation' ? 'default' : scope === 'team' ? 'secondary' : 'neutral'}
+        role="presentation"
+        className="ml-auto gap-1.5"
+        data-testid="settings-scope-breadcrumb-chip"
+      >
+        {scope === 'organisation' && (
+          <>
+            <Building2Icon className="h-3.5 w-3.5" />
+            <Trans>Organisation Settings</Trans>
+          </>
+        )}
+        {scope === 'team' && (
+          <>
+            <Users2Icon className="h-3.5 w-3.5" />
+            <Trans>Team Settings</Trans>
+          </>
+        )}
+        {scope === 'account' && (
+          <>
+            <UserIcon className="h-3.5 w-3.5" />
+            <Trans>Account Settings</Trans>
+          </>
+        )}
+      </Badge>
+    </nav>
+  );
+};

apps/remix/app/components/general/settings-team-switcher.tsx

@@ -0,0 +1,166 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsTeamSwitcherProps = {
+  currentOrgUrl: string;
+  currentTeamUrl: string | null;
+};
+
+export const SettingsTeamSwitcher = ({ currentOrgUrl, currentTeamUrl }: SettingsTeamSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const currentOrg = organisations.find((org) => org.url === currentOrgUrl);
+
+  const manageableTeams = useMemo(
+    () =>
+      currentOrg ? currentOrg.teams.filter((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)) : [],
+    [currentOrg],
+  );
+
+  const currentTeam = manageableTeams.find((team) => team.url === currentTeamUrl) ?? manageableTeams[0];
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableTeams;
+    }
+
+    return manageableTeams.filter((team) => team.name.toLowerCase().includes(q));
+  }, [manageableTeams, query]);
+
+  const handleSelect = (teamUrl: string) => {
+    const destinationTeam = manageableTeams.find((team) => team.url === teamUrl);
+
+    if (!currentOrg || !destinationTeam) {
+      return;
+    }
+
+    const destinationGroup = getSettingsNavGroups({
+      organisation: {
+        url: currentOrg.url,
+        currentOrganisationRole: currentOrg.currentOrganisationRole,
+        organisationClaim: currentOrg.organisationClaim,
+      },
+      team: { url: destinationTeam.url, currentTeamRole: destinationTeam.currentTeamRole },
+      hasManageableBillingOrgs: false,
+    }).team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg || !currentTeam) {
+    return null;
+  }
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-team-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentTeam.avatarImageId)}
+            avatarFallback={currentTeam.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentTeam.name}</span>}
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-team-switcher-content"
+      >
+        {manageableTeams.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search teams…`}
+                className="h-8 pl-7"
+                data-testid="settings-team-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((team) => {
+            const isCurrent = team.url === currentTeam.url;
+            return (
+              <li key={team.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(team.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-team-switcher-item-${team.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(team.avatarImageId)}
+                    avatarFallback={team.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{team.name}</span>}
+                    secondaryText={t(EXTENDED_TEAM_MEMBER_ROLE_MAP[team.currentTeamRole])}
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-team-switcher-create">
+            <a href={`/o/${currentOrg.url}/settings/teams?action=add-team`}>
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create team</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-upsell/branding-upsell.tsx

@@ -0,0 +1,195 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { Trans } from '@lingui/react/macro';
+import { motion, useReducedMotion } from 'framer-motion';
+
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+const DEMO_BRANDS = [
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#A2E771',
+    ink: '#162C07',
+    tint: '#F2FBEA',
+    sheen: 'rgba(162, 231, 113, 0.32)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#387BC7',
+    ink: '#ffffff',
+    tint: '#EDF3FA',
+    sheen: 'rgba(56, 123, 199, 0.28)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#9747F5',
+    ink: '#ffffff',
+    tint: '#F4EDFE',
+    sheen: 'rgba(151, 71, 245, 0.26)',
+  },
+];
+
+/**
+ * Milliseconds each brand is shown before cycling to the next.
+ */
+const BRAND_CYCLE_INTERVAL_MS = 2400;
+
+export const BrandingUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+  const brandIndex = useTimedCycle(DEMO_BRANDS.map(() => BRAND_CYCLE_INTERVAL_MS));
+
+  const isStatic = isReducedMotion ?? false;
+
+  const brand = DEMO_BRANDS[brandIndex];
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Teams</Trans>}
+      title={<Trans>Unlock Branding Preferences</Trans>}
+      description={
+        <Trans>Put your own brand on every document you send. Branding is available on the Teams plan and above.</Trans>
+      }
+      features={[
+        <Trans key="logo">Your logo on signing pages and emails</Trans>,
+        <Trans key="details">Company details and website in email footers</Trans>,
+        <Trans key="teams">Separate branding per team</Trans>,
+      ]}
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="flex h-8 items-center justify-between px-1">
+            <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+              <Trans>Brand accent</Trans>
+            </span>
+
+            <div className="flex shrink-0 items-center gap-2">
+              {DEMO_BRANDS.map((dotBrand, index) => (
+                <motion.div
+                  key={index}
+                  initial={isStatic ? false : undefined}
+                  animate={{
+                    scale: index === brandIndex ? 1.25 : 1,
+                    opacity: index === brandIndex ? 1 : 0.42,
+                    boxShadow:
+                      index === brandIndex ? '0 0 0 3px rgba(15, 23, 42, 0.08)' : '0 0 0 0 rgba(15, 23, 42, 0)',
+                  }}
+                  transition={SPRING}
+                  className="h-[13px] w-[13px] rounded-full"
+                  style={{ backgroundColor: dotBrand.accent }}
+                />
+              ))}
+            </div>
+          </div>
+
+          <div className="relative mt-3 flex flex-col overflow-hidden rounded-lg border bg-background shadow-sm">
+            <motion.div
+              initial={isStatic ? false : undefined}
+              animate={{ backgroundColor: brand.tint }}
+              transition={{ duration: 0.45, ease: EASE }}
+              className="flex items-center gap-2.5 border-b px-4 py-3"
+            >
+              {/* The sender identity never changes — only the tile colours tween per brand. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="flex h-8 w-8 shrink-0 items-center justify-center rounded-lg font-semibold text-sm"
+              >
+                {brand.letter}
+              </motion.div>
+
+              {/*
+               * Hardcoded inks (not theme tokens): this row sits on the
+               * hardcoded light `tint` band, so it pairs with hardcoded ink
+               * colours the same way the email sibling pairs its hardcoded
+               * avatar surfaces (hardcoded surface => hardcoded ink).
+               */}
+              <div className="min-w-0">
+                <div className="font-medium text-[#0f172a] text-sm">
+                  <p className="truncate">{brand.name}</p>
+                </div>
+
+                <div className="font-mono text-[#64748b] text-xs">
+                  <p className="truncate">{brand.domain}</p>
+                </div>
+              </div>
+            </motion.div>
+
+            <div className="px-4 py-3.5">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+
+              {/* Same replay split as the logo tile: colours tween on the persistent button, the pop replays per brand on the remounting label. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="mt-3 inline-block rounded-md px-3 py-1.5 font-medium text-xs"
+              >
+                <motion.span
+                  key={brandIndex}
+                  initial={isStatic ? false : { scale: 0.96 }}
+                  animate={{ scale: 1 }}
+                  transition={{ ...POP, delay: 0.06 }}
+                  className="inline-block"
+                >
+                  <Trans>Sign</Trans>
+                </motion.span>
+              </motion.div>
+            </div>
+
+            <div className="mt-auto flex items-center gap-2.5 border-t bg-muted px-4 py-2.5">
+              <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+                <Trans>Company details</Trans>
+              </span>
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[54px] rounded-full"
+                style={{ opacity: 0.45 }}
+              />
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[34px] rounded-full"
+                style={{ opacity: 0.22 }}
+              />
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep per brand. No opacity envelope —
+             * keyframe arrays are unreliable on strict-mode remounts; both
+             * endpoints sit outside the overflow-hidden card, so the clip
+             * provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${brandIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.15, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: `linear-gradient(105deg, transparent, ${brand.sheen}, transparent)` }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/email-domains-upsell.tsx

@@ -0,0 +1,213 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { cn } from '@documenso/ui/lib/utils';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { BadgeCheckIcon, MailIcon } from 'lucide-react';
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+/**
+ * Named sender identities cycled through while the preview is in its branded
+ * state — one per branded cycle step, shown as the sender name and address.
+ */
+const BRANDED_SENDERS = [
+  { name: 'Support', email: 'support@example.com' },
+  { name: 'Team', email: 'hello@example.com' },
+  { name: 'Sales', email: 'sales@example.com' },
+  { name: 'Example', email: 'noreply@example.com' },
+];
+
+/**
+ * How long the initial unbranded (Documenso default) state is shown before
+ * the first flip starts. Shown exactly once — the cycle never returns to it.
+ */
+const INITIAL_STATE_DURATION_MS = 2500;
+
+/**
+ * How long each branded sender identity is shown before cycling to the next,
+ * giving the viewer time to read the changed address.
+ */
+const BRANDED_STATE_DURATION_MS = 5000;
+
+/**
+ * One duration per cycle step: the unbranded state first, then one step per
+ * named sender identity, derived from the identity count so the two cannot
+ * drift.
+ */
+const EMAIL_CYCLE_DURATIONS_MS = [INITIAL_STATE_DURATION_MS, ...BRANDED_SENDERS.map(() => BRANDED_STATE_DURATION_MS)];
+
+export const EmailDomainsUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+
+  // Loop from index 1: the unbranded Documenso intro plays exactly once,
+  // then the cycle rotates through the branded senders only.
+  const cycleIndex = useTimedCycle(EMAIL_CYCLE_DURATIONS_MS, 1);
+
+  const isBranded = cycleIndex > 0;
+  const brandedSender = BRANDED_SENDERS[cycleIndex - 1] ?? BRANDED_SENDERS[0];
+
+  const isStatic = isReducedMotion ?? false;
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock Email Domains</Trans>}
+      description={
+        <Trans>Send documents from your own domain. Email domains are available on the Enterprise plan.</Trans>
+      }
+      features={[
+        <Trans key="journey">Send emails to recipients from your domain</Trans>,
+        <Trans key="dns">Easy DNS setup with auto-generated DKIM and SPF records</Trans>,
+        <Trans key="senders">Named senders with defaults per team, template or document</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-8">
+            <AnimatePresence mode="wait" initial={false}>
+              <motion.div
+                key={isBranded ? 'chip-on' : 'chip-off'}
+                initial={isStatic ? false : { opacity: 0, y: 8, scale: 0.96 }}
+                animate={{ opacity: 1, y: 0, scale: 1 }}
+                exit={{ opacity: 0, y: -8, scale: 0.96 }}
+                transition={SPRING}
+                className={cn(
+                  'absolute inset-0 flex items-center gap-2 rounded-full border bg-background px-3 font-mono text-xs',
+                  isBranded ? 'border-documenso-300 text-documenso-800' : 'text-muted-foreground',
+                )}
+              >
+                {isBranded ? (
+                  <BadgeCheckIcon className="h-3.5 w-3.5 shrink-0 text-documenso-700" />
+                ) : (
+                  <MailIcon className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
+                )}
+
+                <span className="truncate">
+                  {isBranded ? <Trans>Sending from your domain</Trans> : <Trans>Sending from app.documenso.com</Trans>}
+                </span>
+              </motion.div>
+            </AnimatePresence>
+          </div>
+
+          <div className="relative mt-4 overflow-hidden rounded-lg border bg-background shadow-sm">
+            <div className="flex items-center gap-2 border-b p-4">
+              <div className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full font-semibold text-sm">
+                <AnimatePresence mode="wait" initial={false}>
+                  <motion.span
+                    key={`logo-${cycleIndex}`}
+                    initial={isStatic ? false : { opacity: 0, y: 6 }}
+                    animate={{ opacity: 1, y: 0 }}
+                    exit={{ opacity: 0, y: -6 }}
+                    transition={{ duration: 0.22 }}
+                  >
+                    {/*
+                     * Remounts with its keyed parent on every cycle step so the
+                     * pop replays each change. Single-value spring (POP
+                     * overshoots past 1) instead of scale keyframes — keyframe
+                     * arrays are unreliable on strict-mode remounts.
+                     */}
+                    <motion.span
+                      initial={isStatic ? false : { scale: 0.8 }}
+                      animate={{ scale: 1 }}
+                      transition={{ scale: POP }}
+                      className="inline-block"
+                    >
+                      {isBranded ? (
+                        <Avatar className="h-8 w-8 border border-solid">
+                          {organisation.avatarImageId && (
+                            <AvatarImage src={formatAvatarUrl(organisation.avatarImageId)} />
+                          )}
+                          <AvatarFallback className="text-sm">{brandedSender.name[0]}</AvatarFallback>
+                        </Avatar>
+                      ) : (
+                        <BrandingLogoIcon className="h-8 w-8" />
+                      )}
+                    </motion.span>
+                  </motion.span>
+                </AnimatePresence>
+              </div>
+
+              <div className="min-w-0">
+                <div className="font-medium text-sm">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.div
+                      key={`name-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="flex min-w-0 items-center gap-1.5"
+                    >
+                      <span className="min-w-0 truncate">{isBranded ? brandedSender.name : 'Documenso'}</span>
+
+                      {/* Inside the keyed row so it exits with the name and pops back in on every cycle step. */}
+                      {isBranded && (
+                        <motion.span
+                          initial={isStatic ? false : { scale: 0, rotate: -40 }}
+                          animate={{ scale: 1, rotate: 0 }}
+                          transition={{ ...POP, delay: 0.12 }}
+                          className="shrink-0"
+                        >
+                          <BadgeCheckIcon className="h-3.5 w-3.5 text-documenso-700" />
+                        </motion.span>
+                      )}
+                    </motion.div>
+                  </AnimatePresence>
+                </div>
+
+                <div className="font-mono text-muted-foreground text-xs">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.p
+                      key={`addr-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="truncate"
+                    >
+                      {isBranded ? brandedSender.email : 'noreply@app.documenso.com'}
+                    </motion.p>
+                  </AnimatePresence>
+                </div>
+              </div>
+            </div>
+
+            <div className="p-4">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep on every cycle step. No opacity
+             * envelope — keyframe arrays are unreliable on strict-mode
+             * remounts; both endpoints sit outside the overflow-hidden card,
+             * so the clip provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${cycleIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.2, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.32), transparent)' }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/motion.ts

@@ -0,0 +1,9 @@
+/**
+ * Shared motion vocabulary for the settings upsell previews. Values ported
+ * from the design prototype (`design/SSO Upsell.dc.html`).
+ */
+export const SPRING = { type: 'spring', stiffness: 280, damping: 22 } as const;
+
+export const POP = { type: 'spring', stiffness: 420, damping: 16 } as const;
+
+export const EASE = [0.22, 0.61, 0.36, 1] as const;

apps/remix/app/components/general/settings-upsell/settings-upsell-card.tsx

@@ -0,0 +1,118 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { ArrowRightIcon, CheckIcon, LockIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { Link } from 'react-router';
+
+export type SettingsUpsellCardProps = {
+  planLabel: ReactNode;
+  title: ReactNode;
+  description: ReactNode;
+  features: ReactNode[];
+  preview: ReactNode;
+
+  /**
+   * CTA label. Defaults to "Upgrade Plan".
+   */
+  ctaLabel?: ReactNode;
+
+  /**
+   * CTA destination. Defaults to the organisation billing settings page.
+   */
+  ctaTo?: string;
+
+  /**
+   * Render the CTA as an external link (new tab) instead of an internal route.
+   */
+  ctaExternal?: boolean;
+};
+
+/**
+ * Shared split-card layout for claim-gated settings upsells on Documenso
+ * Cloud. The left pane pitches the feature (plan badge, title, description,
+ * feature list, upgrade CTA); the right pane renders a decorative scenario
+ * preview supplied by the caller.
+ *
+ * Callers decide *when* to render this (cloud + missing claim flag).
+ */
+export const SettingsUpsellCard = ({
+  planLabel,
+  title,
+  description,
+  features,
+  preview,
+  ctaLabel,
+  ctaTo,
+  ctaExternal = false,
+}: SettingsUpsellCardProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const canManageBilling = canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole);
+
+  const ctaHref = ctaTo ?? `/o/${organisation.url}/settings/billing`;
+
+  const ctaContent = (
+    <>
+      {ctaLabel ?? <Trans>Upgrade Plan</Trans>}
+      <ArrowRightIcon className="ml-2 h-4 w-4" />
+    </>
+  );
+
+  return (
+    <div className="mt-8 overflow-hidden rounded-xl border-2 ring-4 ring-muted/70 md:grid md:grid-cols-[1.08fr_0.92fr] xl:-mx-8">
+      {/*
+       * `min-w-0` on both grid items: `fr` tracks have an `auto` content
+       * minimum, so long preview content (e.g. a wide mono domain line) would
+       * otherwise widen the right track beyond its 0.92fr share — and
+       * re-balance the whole grid on every preview cycle (layout shift).
+       */}
+      <div className="flex min-w-0 flex-col items-start p-6 md:p-8">
+        <Badge size="small">
+          <LockIcon className="mr-1 h-3 w-3" />
+          <span className="uppercase">{planLabel}</span>
+        </Badge>
+
+        <h3 className="mt-4 font-semibold text-xl">{title}</h3>
+
+        <p className="mt-2 max-w-[40ch] text-muted-foreground text-sm">{description}</p>
+
+        <ul className="mt-6 space-y-3">
+          {features.map((feature, index) => (
+            <li key={index} className="flex items-start gap-2.5 text-sm">
+              <span className="mt-0.5 flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-documenso-200">
+                <CheckIcon className="h-3 w-3 text-documenso-800" strokeWidth={2.5} />
+              </span>
+              {feature}
+            </li>
+          ))}
+        </ul>
+
+        {canManageBilling ? (
+          <Button className="mt-8" asChild>
+            {ctaExternal ? (
+              <a href={ctaHref} target="_blank" rel="noreferrer">
+                {ctaContent}
+              </a>
+            ) : (
+              <Link to={ctaHref}>{ctaContent}</Link>
+            )}
+          </Button>
+        ) : (
+          <p className="mt-8 text-muted-foreground text-xs">
+            <Trans>Contact your organisation owner to upgrade plans.</Trans>
+          </p>
+        )}
+      </div>
+
+      <div
+        aria-hidden="true"
+        className="flex min-w-0 flex-col justify-center gap-3 border-t bg-muted p-6 md:border-t-0 md:border-l md:p-8"
+      >
+        {preview}
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/settings-upsell/sso-portal-upsell.tsx

@@ -0,0 +1,260 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { FingerprintIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+export const SsoPortalUpsell = () => {
+  const isReducedMotion = useReducedMotion();
+  const sceneIndex = useTimedCycle(SSO_SCENE_DURATIONS_MS);
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock the Organisation SSO Portal</Trans>}
+      description={
+        <Trans>
+          Give your members a dedicated single sign-on portal. The SSO portal is available on the Enterprise plan.
+        </Trans>
+      }
+      features={[
+        <Trans key="oidc">Works with any OIDC provider — Okta, Entra ID, Google and more</Trans>,
+        <Trans key="jit">Accounts are automatically added to your organisation on sign-in</Trans>,
+        <Trans key="control">Restrict sign-ins by email domain and choose the default role</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-[236px]">
+            <AnimatePresence mode="wait" initial={false}>
+              {sceneIndex === 0 && <PortalScene key="portal" isStatic={isReducedMotion ?? false} />}
+              {sceneIndex === 1 && <RedirectScene key="redirect" />}
+              {sceneIndex === 2 && <SuccessScene key="success" />}
+            </AnimatePresence>
+          </div>
+        </div>
+      }
+    />
+  );
+};
+
+/**
+ * Absolute-positioned panel each scene renders in, handling the shared
+ * slide-and-fade transition between scenes.
+ */
+const ScenePanel = ({ children }: { children: ReactNode }) => {
+  return (
+    <motion.div
+      initial={{ opacity: 0, y: 12, scale: 0.98 }}
+      animate={{ opacity: 1, y: 0, scale: 1 }}
+      exit={{ opacity: 0, y: -12, scale: 0.98 }}
+      transition={{ duration: 0.34, ease: EASE }}
+      className="absolute inset-0 flex flex-col items-center justify-center overflow-hidden rounded-lg border bg-background p-6 text-center shadow-sm"
+    >
+      {children}
+    </motion.div>
+  );
+};
+
+/**
+ * Scene 1: the organisation's SSO portal, with a timed faux press on the
+ * "Continue with SSO" button (cursor flies in, button dips, sheen sweeps).
+ *
+ * When `isStatic` is set (reduced motion) every element renders with
+ * `initial={false}`, skipping entrance and press animations.
+ */
+const PortalScene = ({ isStatic }: { isStatic: boolean }) => {
+  const organisation = useCurrentOrganisation();
+
+  const rise = (delay: number) => ({
+    initial: isStatic ? false : { y: 10, opacity: 0 },
+    animate: { y: 0, opacity: 1 },
+    transition: { ...SPRING, delay },
+  });
+
+  return (
+    <ScenePanel>
+      <motion.div
+        initial={isStatic ? false : { scale: 0.5, opacity: 0 }}
+        animate={{ scale: 1, opacity: 1 }}
+        transition={{ ...POP, delay: 0.04 }}
+      >
+        <div className="flex h-10 w-10 items-center justify-center rounded-md bg-documenso-200 font-semibold text-documenso-900">
+          {([...organisation.name][0] ?? 'D').toUpperCase()}
+        </div>
+      </motion.div>
+
+      <motion.p {...rise(0.12)} className="mt-3.5 font-semibold text-sm">
+        <Trans>Welcome to {organisation.name}</Trans>
+      </motion.p>
+
+      <motion.p {...rise(0.18)} className="mt-1 text-muted-foreground text-xs">
+        <Trans>Single sign-on</Trans>
+      </motion.p>
+
+      <div className="relative mt-4 w-full">
+        <motion.div
+          initial={isStatic ? false : { y: 10, opacity: 0, scale: 1 }}
+          animate={{ y: 0, opacity: 1, scale: [1, 1, 0.955, 1] }}
+          transition={{
+            y: { ...SPRING, delay: 0.24 },
+            opacity: { duration: 0.3, delay: 0.24 },
+            scale: { duration: 2.6, times: [0, 0.63, 0.72, 0.84], ease: 'easeOut' },
+          }}
+          className="relative flex h-[38px] w-full items-center justify-center overflow-hidden rounded-md bg-foreground font-semibold text-background text-sm"
+        >
+          <span>
+            <Trans>Continue with SSO</Trans>
+          </span>
+
+          <motion.div
+            initial={isStatic ? false : { x: '-130%' }}
+            animate={{ x: '150%' }}
+            transition={{ duration: 0.85, delay: 1.75, ease: 'easeOut' }}
+            className="absolute top-0 bottom-0 left-[20%] w-3/5"
+            style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.45), transparent)' }}
+          />
+        </motion.div>
+
+        <motion.svg
+          initial={isStatic ? false : { x: 30, y: 30, opacity: 0, scale: 1 }}
+          animate={{
+            x: [30, 30, 0, 0, 0],
+            y: [30, 30, 0, 0, 0],
+            opacity: [0, 1, 1, 1, 0],
+            scale: [1, 1, 1, 0.82, 1],
+          }}
+          transition={{ duration: 2.6, times: [0, 0.3, 0.63, 0.72, 0.94], ease: EASE }}
+          width={17}
+          height={17}
+          viewBox="0 0 24 24"
+          strokeWidth={1.4}
+          strokeLinejoin="round"
+          className="absolute right-[26px] -bottom-2.5 fill-foreground stroke-background"
+        >
+          <path d="M4 2.5 19 12l-6.6 1.4L9.7 19.6z" />
+        </motion.svg>
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 2: redirecting to the identity provider, with a rotating ring around
+ * a fingerprint tile and a filling progress bar.
+ */
+const RedirectScene = () => {
+  return (
+    <ScenePanel>
+      <div className="relative flex h-[46px] w-[46px] items-center justify-center">
+        <motion.div
+          animate={{ rotate: 360 }}
+          transition={{ duration: 0.95, repeat: Number.POSITIVE_INFINITY, ease: 'linear' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderTopColor: '#A2E771' }}
+        />
+
+        <div className="flex h-[34px] w-[34px] items-center justify-center rounded-full bg-muted">
+          <FingerprintIcon className="h-[18px] w-[18px] text-muted-foreground" strokeWidth={1.6} />
+        </div>
+      </div>
+
+      <motion.p
+        initial={{ y: 8, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.08 }}
+        className="mt-3.5 max-w-[22ch] text-sm"
+      >
+        <Trans>Redirecting to your identity provider</Trans>
+      </motion.p>
+
+      <div className="mt-4 h-1 w-[140px] overflow-hidden rounded-full bg-border">
+        <motion.div
+          initial={{ width: '0%' }}
+          animate={{ width: '100%' }}
+          transition={{ duration: 1.35, ease: 'easeInOut' }}
+          className="h-full rounded-full bg-documenso"
+        />
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 3: signed in, with an expanding pulse ring, a popping green circle,
+ * a drawn checkmark and the signed-in member's email.
+ */
+const SuccessScene = () => {
+  const { user } = useSession();
+
+  return (
+    <ScenePanel>
+      <div className="relative h-10 w-10">
+        <motion.div
+          initial={{ scale: 0.7, opacity: 0.85 }}
+          animate={{ scale: 2.1, opacity: 0 }}
+          transition={{ duration: 1.1, ease: 'easeOut' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderColor: '#A2E771' }}
+        />
+
+        <motion.div
+          initial={{ scale: 0.4, opacity: 0 }}
+          animate={{ scale: 1, opacity: 1 }}
+          transition={POP}
+          className="absolute inset-0 flex items-center justify-center rounded-full bg-documenso-200"
+        >
+          <svg
+            width={19}
+            height={19}
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            strokeWidth={2.4}
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            className="text-documenso-900"
+          >
+            <motion.path
+              d="M20 6 9 17l-5-5"
+              initial={{ pathLength: 0 }}
+              animate={{ pathLength: 1 }}
+              transition={{ duration: 0.4, delay: 0.12, ease: 'easeOut' }}
+            />
+          </svg>
+        </motion.div>
+      </div>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.16 }}
+        className="mt-3.5 font-semibold text-sm"
+      >
+        <Trans>Signed in</Trans>
+      </motion.p>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.24 }}
+        className="mt-1 font-mono text-muted-foreground text-xs"
+      >
+        {user.email}
+      </motion.p>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Milliseconds each scene is shown before advancing: portal, redirect,
+ * success.
+ */
+const SSO_SCENE_DURATIONS_MS = [3000, 2500, 3000];

apps/remix/app/components/general/settings-upsell/use-timed-cycle.ts

@@ -0,0 +1,47 @@
+import { useReducedMotion } from 'framer-motion';
+import { useEffect, useState } from 'react';
+
+/**
+ * Cycles an index through `durations.length` steps, waiting `durations[i]`
+ * milliseconds on step `i` before advancing to the next.
+ *
+ * When the cycle wraps past the last step it continues from `loopStartIndex`
+ * (default `0`), letting consumers play intro-only steps exactly once and
+ * then loop through the remaining steps forever.
+ *
+ * Under `prefers-reduced-motion` the cycle never starts and the index stays
+ * at 0, so consumers render their initial state statically.
+ *
+ * Pass module-level constants for `durations` and `loopStartIndex` — their
+ * identities are intentionally not dependencies.
+ */
+export const useTimedCycle = (durations: number[], loopStartIndex = 0) => {
+  const [index, setIndex] = useState(0);
+
+  const isReducedMotion = useReducedMotion();
+
+  useEffect(() => {
+    if (isReducedMotion || durations.length === 0) {
+      setIndex(0);
+      return;
+    }
+
+    let current = 0;
+    let timeout: ReturnType<typeof setTimeout>;
+
+    const tick = () => {
+      const next = current + 1;
+
+      current = next >= durations.length ? Math.min(loopStartIndex, durations.length - 1) : next;
+
+      setIndex(current);
+      timeout = setTimeout(tick, durations[current]);
+    };
+
+    timeout = setTimeout(tick, durations[0]);
+
+    return () => clearTimeout(timeout);
+  }, [isReducedMotion]);
+
+  return index;
+};

apps/remix/app/components/general/teams/team-email-dropdown.tsx

@@ -1,94 +0,0 @@
-import type { getTeamWithEmail } from '@documenso/lib/server-only/team/get-team-email-by-email';
-import { trpc } from '@documenso/trpc/react';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
-
-import { TeamEmailDeleteDialog } from '~/components/dialogs/team-email-delete-dialog';
-import { TeamEmailUpdateDialog } from '~/components/dialogs/team-email-update-dialog';
-
-export type TeamEmailDropdownProps = {
-  team: Awaited<ReturnType<typeof getTeamWithEmail>>;
-};
-
-export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: resendEmailVerification, isPending: isResendingEmailVerification } =
-    trpc.team.email.verification.resend.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`Email verification has been resent`),
-          duration: 5000,
-        });
-      },
-      onError: () => {
-        toast({
-          title: _(msg`Something went wrong`),
-          description: _(msg`Unable to resend verification at this time. Please try again.`),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger>
-        <MoreHorizontal className="h-5 w-5 text-muted-foreground" />
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className="w-52" align="start" forceMount>
-        {!team.teamEmail && team.emailVerification && (
-          <DropdownMenuItem
-            disabled={isResendingEmailVerification}
-            onClick={(e) => {
-              e.preventDefault();
-              void resendEmailVerification({ teamId: team.id });
-            }}
-          >
-            {isResendingEmailVerification ? (
-              <Loader className="mr-2 h-4 w-4 animate-spin" />
-            ) : (
-              <Mail className="mr-2 h-4 w-4" />
-            )}
-            <Trans>Resend verification</Trans>
-          </DropdownMenuItem>
-        )}
-
-        {team.teamEmail && (
-          <TeamEmailUpdateDialog
-            teamEmail={team.teamEmail}
-            trigger={
-              <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-                <Edit className="mr-2 h-4 w-4" />
-                <Trans>Edit</Trans>
-              </DropdownMenuItem>
-            }
-          />
-        )}
-
-        <TeamEmailDeleteDialog
-          team={team}
-          teamName={team.name}
-          trigger={
-            <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-              <X className="mr-2 h-4 w-4" />
-              <Trans>Remove</Trans>
-            </DropdownMenuItem>
-          }
-        />
-      </DropdownMenuContent>
-    </DropdownMenu>
-  );
-};

apps/remix/app/components/general/unified-settings-layout.tsx

@@ -0,0 +1,211 @@
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups, type SettingsNavGroup, type SettingsNavItem } from '@documenso/lib/utils/settings-nav';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { Button } from '@documenso/ui/primitives/button';
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useEffect, useRef } from 'react';
+import { Link, Outlet, useLocation } from 'react-router';
+import { match } from 'ts-pattern';
+import { GenericErrorLayout } from '~/components/general/generic-error-layout';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { SettingsScopeBreadcrumb } from './settings-scope-breadcrumb';
+import { UnifiedSettingsSidebar } from './unified-settings-sidebar';
+import { UnifiedSettingsSidebarMobile } from './unified-settings-sidebar-mobile';
+
+export type UnifiedSettingsScope = 'organisation' | 'team' | 'account';
+
+export type UnifiedSettingsLayoutProps = {
+  activeScope: UnifiedSettingsScope;
+
+  /**
+   * The team the user last worked in, read from the `preferred-team-url` cookie by the
+   * layout's loader. Used to keep the sidebar's team switcher stable at organisation and
+   * account scope, where the URL carries no team.
+   */
+  preferredTeamUrl?: string | null;
+};
+
+/**
+ * Walk a group's items and find the item (and its parent if it's a sub-nav child)
+ * that matches the current pathname most specifically. Returns the labels to use
+ * as breadcrumb crumbs (e.g. ['Preferences', 'Document'] or just ['Members']).
+ */
+const findActiveCrumbs = (group: SettingsNavGroup | null, pathname: string): MessageDescriptor[] => {
+  if (!group) {
+    return [];
+  }
+
+  let bestMatch: SettingsNavItem | null = null;
+
+  for (const item of group.items) {
+    if (item.isSubNavParent) {
+      continue;
+    }
+
+    if (pathname === item.path || pathname.startsWith(`${item.path}/`)) {
+      if (!bestMatch || item.path.length > bestMatch.path.length) {
+        bestMatch = item;
+      }
+    }
+  }
+
+  if (!bestMatch) {
+    return [];
+  }
+
+  if (bestMatch.isSubNav) {
+    const parent = group.items.find((it) => it.isSubNavParent);
+    return parent ? [parent.label, bestMatch.label] : [bestMatch.label];
+  }
+
+  return [bestMatch.label];
+};
+
+export const UnifiedSettingsLayout = ({ activeScope, preferredTeamUrl = null }: UnifiedSettingsLayoutProps) => {
+  const { _ } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const currentOrganisation = useOptionalCurrentOrganisation();
+  const team = useOptionalCurrentTeam();
+
+  const contentPaneRef = useRef<HTMLElement>(null);
+
+  // Scroll back to the top when navigating between settings pages.
+  useEffect(() => {
+    contentPaneRef.current?.scrollTo(0, 0);
+  }, [pathname]);
+
+  // An organisation is worth showing in the sidebar if it has settings the user can reach —
+  // either the organisation's own, or those of a team inside it.
+  const hasReachableSettings = (org: (typeof organisations)[number]) =>
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+    org.teams.some((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const organisation =
+    currentOrganisation ??
+    organisations.find((org) => org.teams.some((t) => t.url === preferredTeamUrl) && hasReachableSettings(org)) ??
+    organisations.find(hasReachableSettings) ??
+    null;
+
+  const manageableTeams = organisation?.teams.filter((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const teamForSidebar =
+    team ?? manageableTeams?.find((t) => t.url === preferredTeamUrl) ?? manageableTeams?.[0] ?? null;
+
+  const sidebarTeamUrl = teamForSidebar?.url ?? null;
+
+  // Sync the selected team URL in the sidebar into the preferred team URL cookie.
+  useEffect(() => {
+    if (!sidebarTeamUrl) {
+      return;
+    }
+
+    const body = new FormData();
+
+    body.append('teamUrl', sidebarTeamUrl);
+
+    void fetch('/api/preferred-team', { method: 'POST', body });
+  }, [sidebarTeamUrl]);
+
+  const groups = getSettingsNavGroups({
+    organisation: organisation
+      ? {
+          url: organisation.url,
+          currentOrganisationRole: organisation.currentOrganisationRole,
+          organisationClaim: organisation.organisationClaim,
+        }
+      : null,
+    team: teamForSidebar ? { url: teamForSidebar.url, currentTeamRole: teamForSidebar.currentTeamRole } : null,
+    hasManageableBillingOrgs: organisations.some((org) =>
+      canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+    ),
+  });
+
+  const canManageOrg =
+    organisation !== null && canExecuteOrganisationAction('MANAGE_ORGANISATION', organisation.currentOrganisationRole);
+
+  // Must be derived from the team in the URL context, NOT from `teamForSidebar` — the
+  // latter falls back to any manageable team in the org, which would let a team manager
+  // through the organisation-scope guard (and `useOptionalCurrentTeam()` resolves for any
+  // member regardless of role, which would let a plain member through the team guard).
+  const canManageCurrentTeam = team !== null && canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole);
+
+  // Account pages are available to every user. The organisation and team scopes each
+  // require the manage permission for THAT scope — they are not interchangeable.
+  const isAuthorised = match(activeScope)
+    .with('account', () => true)
+    .with('organisation', () => canManageOrg)
+    .with('team', () => canManageCurrentTeam)
+    .exhaustive();
+
+  if (!isAuthorised) {
+    return (
+      <GenericErrorLayout
+        errorCode={401}
+        errorCodeMap={{
+          401: {
+            heading: msg`Unauthorized`,
+            subHeading: msg`401 Unauthorized`,
+            message: msg`You are not authorized to access this page.`,
+          },
+        }}
+        primaryButton={
+          <Button asChild>
+            <Link to="/settings/profile">
+              <Trans>Go to your settings</Trans>
+            </Link>
+          </Button>
+        }
+        secondaryButton={null}
+      />
+    );
+  }
+
+  const scopeName = match(activeScope)
+    .with('account', () => _(msg`Account`))
+    .with('organisation', () => organisation?.name ?? '')
+    .with('team', () => team?.name ?? organisation?.name ?? '')
+    .exhaustive();
+
+  const activeGroup =
+    activeScope === 'account' ? groups.account : activeScope === 'organisation' ? groups.organisation : groups.team;
+
+  const crumbs = findActiveCrumbs(activeGroup, pathname).map((label) => _(label));
+
+  return (
+    <div className="flex flex-col md:min-h-0 md:flex-1 md:flex-row">
+      <aside className="hover-scrollbar w-full shrink-0 border-b bg-background md:w-80 md:overflow-y-auto md:border-r md:border-b-0">
+        <div className="flex h-full flex-col">
+          <div className="hidden md:block">
+            <UnifiedSettingsSidebar
+              groups={groups}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+          <div className="md:hidden">
+            <UnifiedSettingsSidebarMobile
+              groups={groups}
+              activeScope={activeScope}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+        </div>
+      </aside>
+
+      <main ref={contentPaneRef} className="relative flex-1 px-4 md:overflow-y-auto md:px-12 lg:px-16">
+        <div className="mx-auto w-full max-w-3xl py-6 md:py-8" data-testid="unified-settings-content">
+          <SettingsScopeBreadcrumb scope={activeScope} scopeName={scopeName} crumbs={crumbs} />
+          <Outlet />
+        </div>
+      </main>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar-mobile.tsx

@@ -0,0 +1,165 @@
+import type { SettingsNavGroups, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+type MobileScope = SettingsNavScope | 'account';
+
+export type UnifiedSettingsSidebarMobileProps = {
+  groups: SettingsNavGroups;
+  activeScope: MobileScope;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebarMobile = ({
+  groups,
+  activeScope,
+  currentOrgUrl,
+  currentTeamUrl,
+}: UnifiedSettingsSidebarMobileProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const visibleScopes = useMemo<MobileScope[]>(() => {
+    const scopes: MobileScope[] = [];
+    if (groups.organisation) {
+      scopes.push('organisation');
+    }
+    if (groups.team) {
+      scopes.push('team');
+    }
+    scopes.push('account');
+    return scopes;
+  }, [groups]);
+
+  // Falls back to the Account group rather than rendering nothing — an empty scope group
+  // would leave the mobile viewport with no settings navigation at all.
+  const activeGroup =
+    (activeScope === 'organisation' ? groups.organisation : activeScope === 'team' ? groups.team : null) ??
+    groups.account;
+
+  const selectableItems = useMemo(() => activeGroup.items.filter((item) => !item.isSubNavParent), [activeGroup.items]);
+
+  // The select matches on exact value, but plenty of settings pages are sub-routes of a
+  // nav item (`/settings/security/passkeys`, `/t/x/settings/webhooks/:id`, …). Resolving
+  // to the longest matching item path keeps the trigger populated on those pages instead
+  // of rendering an empty box — mirrors the desktop sidebar's prefix highlighting.
+  const selectedPath = useMemo(() => {
+    let bestMatch: string | undefined;
+
+    for (const item of selectableItems) {
+      if (pathname !== item.path && !pathname.startsWith(`${item.path}/`)) {
+        continue;
+      }
+
+      if (!bestMatch || item.path.length > bestMatch.length) {
+        bestMatch = item.path;
+      }
+    }
+
+    return bestMatch;
+  }, [selectableItems, pathname]);
+
+  const handleScopeChange = (scope: MobileScope) => {
+    if (scope === activeScope) {
+      return;
+    }
+    if (scope === 'organisation' && groups.organisation) {
+      void navigate(groups.organisation.items[0].path);
+    } else if (scope === 'team' && groups.team) {
+      void navigate(groups.team.items[0].path);
+    } else if (scope === 'account') {
+      void navigate(groups.account.items[0].path);
+    }
+  };
+
+  // The tab row stays full-bleed (its border-b acts as a full-width divider); the
+  // sections under it get `px-4` to line up with the content pane's own `px-4`
+  // inset, and `pb-4` keeps the last control off the aside's bottom border.
+  return (
+    <div className="flex flex-col gap-3 pb-4" data-testid="unified-settings-sidebar-mobile">
+      {visibleScopes.length > 1 ? (
+        <div className="flex border-border border-b" role="tablist">
+          {visibleScopes.map((scope) => {
+            const isActive = scope === activeScope;
+            const accent =
+              scope === 'organisation'
+                ? 'border-emerald-500 text-emerald-700 dark:text-emerald-300'
+                : scope === 'team'
+                  ? 'border-blue-500 text-blue-700 dark:text-blue-300'
+                  : 'border-foreground text-foreground';
+            return (
+              <button
+                key={scope}
+                type="button"
+                role="tab"
+                aria-selected={isActive}
+                onClick={() => handleScopeChange(scope)}
+                className={cn(
+                  'flex-1 border-b-2 py-2 text-center font-bold text-xs uppercase tracking-wide',
+                  isActive ? accent : 'border-transparent text-muted-foreground',
+                )}
+                data-testid={`unified-settings-mobile-tab-${scope}`}
+              >
+                {scope === 'organisation' && <Trans>Organisation</Trans>}
+                {scope === 'team' && <Trans>Team</Trans>}
+                {scope === 'account' && <Trans>Account</Trans>}
+              </button>
+            );
+          })}
+        </div>
+      ) : (
+        <div className="px-4 py-2 text-center font-bold text-muted-foreground text-xs uppercase tracking-wide">
+          {activeScope === 'organisation' && <Trans>Organisation</Trans>}
+          {activeScope === 'team' && <Trans>Team</Trans>}
+          {activeScope === 'account' && <Trans>Account</Trans>}
+        </div>
+      )}
+
+      {/* The organisation switcher is always present in a scoped view — at team scope it's
+          the only way for a user who can't manage the organisation to move between them,
+          since the Organisation tab is absent when they have no organisation pages. */}
+      {activeScope !== 'account' && currentOrgUrl && (
+        <div className="flex flex-col gap-2 px-4">
+          <SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />
+
+          {activeScope === 'team' && (
+            <SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />
+          )}
+        </div>
+      )}
+
+      <div className="px-4">
+        <div className="mb-1 font-bold text-[10px] text-muted-foreground uppercase tracking-wide">
+          <Trans>Jump to</Trans>
+        </div>
+        <Select
+          value={selectedPath}
+          onValueChange={(value) => {
+            void navigate(value);
+          }}
+        >
+          <SelectTrigger data-testid="unified-settings-mobile-section-trigger">
+            <SelectValue placeholder={_(msg`Select a section`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {selectableItems.map((item) => (
+              <SelectItem key={item.path} value={item.path}>
+                {item.isSubNav ? `${_(msg`Preferences`)} › ${_(item.label)}` : _(item.label)}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar.tsx

@@ -0,0 +1,275 @@
+import type { SettingsNavGroups, SettingsNavItem, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Collapsible, CollapsibleContent, CollapsibleTrigger } from '@documenso/ui/primitives/collapsible';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { ChevronRightIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useEffect, useState } from 'react';
+import { NavLink, useLocation } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+export type UnifiedSettingsSidebarProps = {
+  groups: SettingsNavGroups;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebar = ({ groups, currentOrgUrl, currentTeamUrl }: UnifiedSettingsSidebarProps) => {
+  return (
+    <aside className="flex w-full flex-col" data-testid="unified-settings-sidebar">
+      {currentOrgUrl && (
+        <div className="p-4">
+          <SidebarGroup
+            heading={<Trans>Organisation Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />}
+            items={groups.organisation?.items ?? []}
+            scope="organisation"
+            emptyState={
+              <p
+                className="rounded-md border border-dashed px-3 py-2 text-muted-foreground text-xs"
+                data-testid="unified-settings-organisation-empty-state"
+              >
+                <Trans>
+                  You don't have permission to manage this organisation. Switch to another one above, or continue in
+                  your team settings below.
+                </Trans>
+              </p>
+            }
+          />
+        </div>
+      )}
+
+      {groups.team && currentOrgUrl && (
+        <div className="border-t p-4">
+          <SidebarGroup
+            heading={<Trans>Team Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />}
+            items={groups.team.items}
+            scope={groups.team.scope}
+          />
+        </div>
+      )}
+
+      <div className={cn('p-4', currentOrgUrl && 'border-t')}>
+        <SidebarGroup
+          heading={<Trans>Account Settings</Trans>}
+          activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+          items={groups.account.items}
+          scope={groups.account.scope}
+        />
+      </div>
+    </aside>
+  );
+};
+
+type SidebarGroupProps = {
+  className?: string;
+  headingClassName?: string;
+  heading: ReactNode;
+  activeBgClassName: string;
+  switcher?: ReactNode;
+  items: SettingsNavItem[];
+  scope: SettingsNavScope;
+  emptyState?: ReactNode;
+};
+
+type GroupedNavEntry =
+  | { kind: 'flat'; item: SettingsNavItem }
+  | { kind: 'collapsible'; parent: SettingsNavItem; children: SettingsNavItem[] };
+
+/**
+ * Walk a flat item list and group consecutive `isSubNav` items under their preceding
+ * `isSubNavParent`. Anything else renders as a flat entry.
+ */
+const groupNavEntries = (items: SettingsNavItem[]): GroupedNavEntry[] => {
+  const entries: GroupedNavEntry[] = [];
+  let currentCollapsible: { parent: SettingsNavItem; children: SettingsNavItem[] } | null = null;
+
+  for (const item of items) {
+    if (item.isSubNavParent) {
+      currentCollapsible = { parent: item, children: [] };
+      entries.push({ kind: 'collapsible', ...currentCollapsible });
+      continue;
+    }
+
+    if (item.isSubNav && currentCollapsible) {
+      currentCollapsible.children.push(item);
+      continue;
+    }
+
+    currentCollapsible = null;
+    entries.push({ kind: 'flat', item });
+  }
+
+  return entries;
+};
+
+const SidebarGroup = ({
+  className,
+  headingClassName,
+  heading,
+  activeBgClassName,
+  switcher,
+  items,
+  scope,
+  emptyState,
+}: SidebarGroupProps) => {
+  const grouped = groupNavEntries(items);
+
+  return (
+    <div className={className} data-testid="unified-settings-sidebar-group">
+      <div
+        className={cn('mb-2 font-semibold text-muted-foreground text-xs uppercase tracking-widest', headingClassName)}
+      >
+        {heading}
+      </div>
+      {switcher && <div className="mb-2">{switcher}</div>}
+
+      {items.length === 0 && emptyState}
+
+      <nav className="flex flex-col gap-1">
+        {grouped.map((entry) => {
+          if (entry.kind === 'flat') {
+            return (
+              <FlatNavItem
+                key={`${entry.item.key}-${entry.item.path}`}
+                item={entry.item}
+                activeBgClassName={activeBgClassName}
+                scope={scope}
+              />
+            );
+          }
+
+          return (
+            <CollapsibleNavSection
+              key={`${entry.parent.key}-${entry.parent.path}`}
+              parent={entry.parent}
+              childItems={entry.children}
+              activeBgClassName={activeBgClassName}
+              scope={scope}
+            />
+          );
+        })}
+      </nav>
+    </div>
+  );
+};
+
+type FlatNavItemProps = {
+  item: SettingsNavItem;
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const FlatNavItem = ({ item, activeBgClassName, scope }: FlatNavItemProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  // The General items link to the settings root, which prefixes every other
+  // item's path — those require an exact match. Everything else highlights on
+  // its sub-routes too (e.g. Security on /settings/security/passkeys).
+  const isActive =
+    item.key === 'general' ? pathname === item.path : pathname === item.path || pathname.startsWith(`${item.path}/`);
+
+  return (
+    <NavLink to={item.path} className="group block" data-testid={`unified-settings-nav-${scope}-${item.key}`} end>
+      <Button
+        variant="ghost"
+        size="sm"
+        className={cn(
+          'h-8 w-full justify-start font-normal text-muted-foreground',
+          isActive && cn(activeBgClassName, 'font-medium'),
+        )}
+      >
+        {item.icon && <item.icon className="mr-2 h-4 w-4" />}
+        {_(item.label)}
+      </Button>
+    </NavLink>
+  );
+};
+
+type CollapsibleNavSectionProps = {
+  parent: SettingsNavItem;
+  childItems: SettingsNavItem[];
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const CollapsibleNavSection = ({ parent, childItems, activeBgClassName, scope }: CollapsibleNavSectionProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  const hasActiveChild = childItems.some((child) => pathname === child.path || pathname.startsWith(`${child.path}/`));
+
+  const [isOpen, setIsOpen] = useState(hasActiveChild);
+
+  // Auto-open when navigating to a sub-route. Closing while on a sub-route is
+  // respected (state stays closed) until the user navigates away and back.
+  useEffect(() => {
+    if (hasActiveChild) {
+      setIsOpen(true);
+    }
+  }, [hasActiveChild]);
+
+  const ParentIcon = parent.icon ? parent.icon : null;
+
+  return (
+    <Collapsible open={isOpen} onOpenChange={setIsOpen}>
+      <CollapsibleTrigger asChild>
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          className={cn(
+            'h-8 w-full justify-start font-normal text-muted-foreground',
+            // Emphasise the parent when one of its children is the active page.
+            hasActiveChild && 'font-medium text-foreground',
+          )}
+          data-testid={`unified-settings-nav-${scope}-${parent.key}`}
+          aria-expanded={isOpen}
+        >
+          {ParentIcon && <ParentIcon className="mr-2 h-4 w-4" />}
+          {_(parent.label)}
+          <ChevronRightIcon
+            className={cn('ml-auto h-4 w-4 transition-transform duration-200', isOpen && 'rotate-90')}
+          />
+        </Button>
+      </CollapsibleTrigger>
+
+      {/* data-[state=closed]:hidden — the `flex` display class would otherwise
+          defeat the `hidden` attribute Radix sets when closed, leaving the
+          empty content box (and its mt-1) inflating the gap below the trigger. */}
+      <CollapsibleContent className="mt-1 flex flex-col gap-1 data-[state=closed]:hidden">
+        {childItems.map((child) => {
+          const isActive = pathname === child.path || pathname.startsWith(`${child.path}/`);
+
+          return (
+            <NavLink
+              key={`${child.key}-${child.path}`}
+              to={child.path}
+              className="group block pl-6"
+              data-testid={`unified-settings-nav-${scope}-${child.key}`}
+            >
+              <Button
+                variant="ghost"
+                size="sm"
+                className={cn(
+                  'h-8 w-full justify-start font-normal text-muted-foreground',
+                  isActive && cn(activeBgClassName, 'font-medium'),
+                )}
+              >
+                {_(child.label)}
+              </Button>
+            </NavLink>
+          );
+        })}
+      </CollapsibleContent>
+    </Collapsible>
+  );
+};

apps/remix/app/components/general/use-admin-search-categories.ts

@@ -0,0 +1,144 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { isAdmin } from '@documenso/lib/utils/is-admin';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
+import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { keepPreviousData } from '@tanstack/react-query';
+import type { LucideIcon } from 'lucide-react';
+import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
+import { useMemo } from 'react';
+import type { PromptCategory, PromptItem } from './app-command-menu.types';
+
+/**
+ * The maximum number of results the admin search returns per resource type.
+ */
+const ADMIN_SEARCH_RESULTS_CAP = 5;
+
+const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
+  document: msg`Documents`,
+  user: msg`Users`,
+  organisation: msg`Organisations`,
+  team: msg`Teams`,
+  recipient: msg`Recipients`,
+  subscription: msg`Subscriptions`,
+};
+
+const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
+  document: FileTextIcon,
+  user: UserIcon,
+  organisation: Building2Icon,
+  team: UsersIcon,
+  recipient: UserIcon,
+  subscription: CreditCardIcon,
+};
+
+/**
+ * Admin list pages which support prefilling their search from the URL, used
+ * for the "View all results" links on capped groups. Teams, recipients and
+ * subscriptions have no admin list pages.
+ */
+const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
+  document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
+  user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
+  organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
+};
+
+export type UseAdminSearchCategoriesOptions = {
+  /**
+   * The trimmed, debounced search query.
+   */
+  query: string;
+  open: boolean;
+};
+
+/**
+ * The isolated admin portion of the command prompt: searches every admin
+ * resource and maps the results to prompt categories marked as global.
+ *
+ * Returns no categories and never queries for non admin users. The admin
+ * search endpoint is additionally guarded server side by the admin procedure.
+ */
+export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
+  const { user } = useSession();
+
+  const isUserAdmin = isAdmin(user);
+
+  // Admin searches hit every resource table, so require a longer query unless
+  // it is a number, which could be a resource ID of any length. Queries over
+  // the endpoint's length limit are skipped entirely instead of being sent
+  // and rejected.
+  const hasValidAdminSearch =
+    isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
+
+  const {
+    data: adminSearchData,
+    isFetching,
+    isError,
+  } = trpcReact.admin.search.useQuery(
+    {
+      query,
+    },
+    {
+      enabled: open && hasValidAdminSearch,
+      placeholderData: keepPreviousData,
+      // Retyping is the retry in a search-as-you-type flow: fail fast so the
+      // prompt can surface an honest error state instead of retrying.
+      retry: false,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const categories = useMemo((): PromptCategory[] => {
+    if (!hasValidAdminSearch || !adminSearchData) {
+      return [];
+    }
+
+    return adminSearchData.groups.map((group) => {
+      const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
+      const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
+
+      const items: PromptItem[] = group.results.map((result) => ({
+        id: `admin-${group.type}-${result.value}`,
+        label: result.label,
+        sublabel: result.sublabel,
+        path: result.path,
+        icon: ADMIN_GROUP_ICONS[group.type],
+        initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
+      }));
+
+      // Capped groups link to the full admin list page with the search
+      // prefilled so the cap is never a dead end.
+      if (isCapped && buildListPath) {
+        items.push({
+          id: `admin-${group.type}-view-all`,
+          label: msg`View all results`,
+          path: buildListPath(query),
+          icon: ArrowRightIcon,
+        });
+      }
+
+      return {
+        id: `admin-${group.type}`,
+        label: ADMIN_GROUP_LABELS[group.type],
+        items,
+        count: group.results.length,
+        chipCount: group.results.length,
+        isCapped,
+        isGlobal: true,
+      };
+    });
+  }, [hasValidAdminSearch, adminSearchData, query]);
+
+  return {
+    isUserAdmin,
+    categories,
+    isFetching,
+    isError,
+  };
+};