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

packages/api/v1/openapi.ts

@@ -11,7 +11,7 @@ export const OpenAPIV1 = Object.assign(
         title: 'Documenso API',
         version: '1.0.0',
         description:
-          'API V1 is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
+          'API V1 has been deprecated. For more details, see https://docs.documenso.com/docs/developers/api/migrate-to-envelopes. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
       },
       servers: [
         {

packages/app-tests/e2e/admin/global-search.spec.ts

@@ -0,0 +1,439 @@
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { apiSignin } from '../fixtures/authentication';
+import { openCommandMenu } from '../fixtures/command-menu';
+
+test.describe.configure({ mode: 'parallel' });
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+const ADMIN_PROMPT_PLACEHOLDER = 'Search documents, users, organisations…';
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified user result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  // The category chips include the admin groups with their result counts.
+  await expect(page.getByRole('button', { name: /Global Users/ })).toBeVisible();
+
+  const userOption = page.getByRole('option').filter({ hasText: targetUser.email }).first();
+
+  // Admin results are real links so they support native link behaviour such
+  // as opening in a new tab.
+  await expect(userOption.getByRole('link')).toHaveAttribute('href', `/admin/users/${targetUser.id}`);
+
+  await userOption.click();
+
+  await page.waitForURL(`/admin/users/${targetUser.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified team result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { team: targetTeam } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetTeam.id));
+
+  await expect(page.getByText('Global Teams', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: targetTeam.url }).first().click();
+
+  await page.waitForURL(`/admin/teams/${targetTeam.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: text query shows document result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: document.secondaryId }).first().click();
+
+  await page.waitForURL(`/admin/documents/${document.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: envelope_ prefixed query resolves exact document', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.id);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: document.title }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: admin search requires more than 3 characters unless numeric', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // A 3 character non-numeric query must not trigger the admin search. The
+  // personal document search fires for any non-empty query, so its response
+  // is the synchronization anchor proving the debounced queries have fired.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await input.fill('abc');
+
+  await documentSearchResponse;
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+
+  // A numeric query fires regardless of length.
+  const adminSearchRequest = page.waitForRequest((request) => request.url().includes('admin.search'));
+
+  await input.fill('7');
+
+  await adminSearchRequest;
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: search bar position stays fixed while searching', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  const initialY = (await input.boundingBox())?.y;
+
+  expect(initialY).toBeGreaterThan(0);
+
+  // The height of the prompt may change as results come and go, but the
+  // search bar must never move.
+  await input.fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const resultsY = (await input.boundingBox())?.y;
+
+  expect(resultsY).toBe(initialY);
+
+  // The search bar must not move when there are no results at all.
+  await input.fill('zzzz-no-such-thing-9x7q');
+
+  await expect(page.getByText('No results for')).toBeVisible();
+
+  const emptyY = (await input.boundingBox())?.y;
+
+  expect(emptyY).toBe(initialY);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: default view shows the document page links outside a team context', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Admin pages have no current team, the page links must still show.
+  await page.goto('/admin/stats');
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect(page.getByRole('option').filter({ hasText: 'All documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'All templates' })).toBeVisible();
+
+  // Chips only show for categories with actual results, not for the
+  // hardcoded page links.
+  await expect(page.getByRole('button', { name: /^Documents/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Templates/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Settings/ })).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: theme can be changed from the prompt', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  // The sub page has a contextual placeholder and a back option.
+  await expect(page.getByPlaceholder('Search themes…')).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Back' }).first()).toBeVisible();
+
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: 'Dark Mode' }).first().click();
+
+  await expect(page.locator('html')).toHaveClass(/dark/);
+
+  // The back option returns to the root view.
+  await page.getByRole('option').filter({ hasText: 'Back' }).first().click();
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: capped admin groups offer a view all link', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const namePrefix = `viewall-${nanoid()}`;
+
+  // Seed enough users sharing a name prefix to hit the 5 result cap.
+  for (let i = 0; i < 5; i++) {
+    await seedUser({ name: `${namePrefix}-${i}` });
+  }
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(namePrefix);
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const viewAllOption = page.getByRole('option').filter({ hasText: 'View all results' }).first();
+
+  await expect(viewAllOption.getByRole('link')).toHaveAttribute(
+    'href',
+    `/admin/users?search=${encodeURIComponent(namePrefix)}`,
+  );
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: first result is highlighted after every search', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: firstUser } = await seedUser();
+  const { user: secondUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // First search selects the first result.
+  await input.fill(String(firstUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: firstUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+
+  // A subsequent search with entirely new results must select the first
+  // result again.
+  await input.fill(String(secondUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: secondUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: static items match fuzzy queries', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // "setg" is a non-contiguous abbreviation of "Settings".
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('setg');
+
+  // Wait for the debounced filter to apply first, "Draft documents" can
+  // never match "setg" under either matching strategy.
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toHaveCount(0);
+
+  await expect(page.getByRole('option').filter({ hasText: 'Settings' }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: page scrollbar is hidden while the prompt is open', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('hidden');
+
+  await page.keyboard.press('Escape');
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('visible');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: non-admin gets the prompt without the admin search', async ({ page }) => {
+  const { user, team } = await seedUser({ isAdmin: false });
+
+  const document = await seedPendingDocument(user, team.id, []);
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: user.email });
+
+  // Non-admins get the same prompt with a non-admin placeholder.
+  await openCommandMenu(page, 'Type a command or search...');
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER)).toHaveCount(0);
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+
+  // Wait for the regular (non-admin) search to resolve so we know the
+  // debounced queries have fired.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: typing on a sub page fires no search requests', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const searchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (/api\/trpc\/(document|template|admin)\.search/.test(request.url())) {
+      searchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  const input = page.getByPlaceholder('Search themes…');
+
+  await expect(input).toBeVisible();
+
+  // Long enough to pass the admin search threshold if it were enabled.
+  await input.fill('dark');
+
+  // The client-side filter applying proves the typing registered.
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Light Mode' })).toHaveCount(0);
+
+  // Wait out the 200ms search debounce with a wide margin before asserting
+  // that no requests fired: there is no response to anchor on when the
+  // desired behaviour is "no requests at all".
+  await page.waitForTimeout(750);
+
+  expect(searchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: failed searches show an error state instead of no results', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await page.route(/api\/trpc\/(document|template|admin)\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('zzzz-no-such-thing-9x7q');
+
+  // A failed search must be honest about it, not claim there are no results.
+  await expect(page.getByText('Something went wrong')).toBeVisible();
+  await expect(page.getByText('No results for')).toHaveCount(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: partial search failure still shows results with a notice', async ({ page }) => {
+  const { user: adminUser, team } = await seedUser({ isAdmin: true });
+
+  const document = await seedPendingDocument(adminUser, team.id, [], {
+    createDocumentOptions: { title: `partial-fail-${nanoid()}` },
+  });
+
+  // Only the admin search fails: the personal searches succeed.
+  await page.route(/api\/trpc\/admin\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  // The successful personal document search must still render its results.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  // The failed admin search must be flagged rather than silently dropped.
+  await expect(page.getByText('Some searches failed')).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: over-length query skips the admin search without erroring', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // The admin search endpoint rejects queries longer than 100 characters, so
+  // the client must not send them. The personal searches accept up to 1024
+  // characters and still run, anchoring the debounced query flush.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('a'.repeat(150));
+
+  await documentSearchResponse;
+
+  // The personal searches ran and found nothing: the honest empty state, with
+  // no error in sight.
+  await expect(page.getByText('No results for')).toBeVisible();
+  await expect(page.getByText('Something went wrong')).toHaveCount(0);
+
+  expect(adminSearchRequests).toHaveLength(0);
+});

packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts

@@ -338,7 +338,7 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
   });
 
   // Verify they can access organisation settings (owner permission)
-  await expect(page.getByText('Organisation Settings')).toBeVisible();
+  await expect(page.getByTestId('unified-settings-sidebar')).toBeVisible();
   await expect(page.getByRole('button', { name: 'Delete' })).toBeVisible();
 });
 
@@ -524,7 +524,7 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   });
 
   // Should be able to access organisation settings
-  await expect(page.getByText('Organisation Settings')).toBeVisible();
+  await expect(page.getByTestId('unified-settings-sidebar')).toBeVisible();
   await expect(page.getByLabel('Organisation Name*')).toBeVisible();
   await expect(page.getByLabel('Organisation Name*')).toBeEnabled();
 
@@ -539,5 +539,5 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   });
 
   // Should still be able to access settings (as they should now be an admin)
-  await expect(page.getByText('Organisation Settings')).toBeVisible();
+  await expect(page.getByTestId('unified-settings-sidebar')).toBeVisible();
 });

packages/app-tests/e2e/api/trpc/admin/admin-search.spec.ts

@@ -0,0 +1,249 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { apiSignin } from '../../../fixtures/authentication';
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+type AdminSearchGroup = {
+  type: string;
+  results: Array<{ label: string; sublabel?: string; path: string; value: string }>;
+};
+
+const callAdminSearch = async (page: Page, query: string) => {
+  const inputParam = encodeURIComponent(JSON.stringify({ json: { query } }));
+  const url = `${WEBAPP_BASE_URL}/api/trpc/admin.search?input=${inputParam}`;
+
+  const res = await page.context().request.get(url);
+
+  return {
+    res,
+    groups: res.ok()
+      ? // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        ((await res.json()).result.data.json.groups as AdminSearchGroup[])
+      : null,
+  };
+};
+
+const findGroup = (groups: AdminSearchGroup[] | null, type: string) =>
+  (groups ?? []).find((group) => group.type === type);
+
+// ─── Access control ──────────────────────────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: unauthenticated request is rejected with 401', async ({ page }) => {
+  const { res } = await callAdminSearch(page, 'anything');
+
+  expect(res.ok()).toBeFalsy();
+  expect(res.status()).toBe(401);
+});
+
+test('[ADMIN][TRPC][SEARCH]: non-admin authenticated user is rejected with 401', async ({ page }) => {
+  const { user: nonAdminUser } = await seedUser({ isAdmin: false });
+
+  await apiSignin({ page, email: nonAdminUser.email });
+
+  const { res } = await callAdminSearch(page, 'anything');
+
+  expect(res.ok()).toBeFalsy();
+  expect(res.status()).toBe(401);
+});
+
+// ─── Numeric queries: verified ID lookups ────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: numeric query returns verified user and team rows', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser, team: targetTeam } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by user ID.
+  const userSearch = await callAdminSearch(page, String(targetUser.id));
+
+  expect(userSearch.res.ok()).toBeTruthy();
+
+  const userGroup = findGroup(userSearch.groups, 'user');
+  expect(userGroup).toBeDefined();
+  expect(userGroup?.results).toHaveLength(1);
+  expect(userGroup?.results[0].path).toBe(`/admin/users/${targetUser.id}`);
+  expect(userGroup?.results[0].sublabel).toContain(targetUser.email);
+
+  // The cmdk `value` contract: value must contain the raw query.
+  expect(userGroup?.results[0].value).toContain(String(targetUser.id));
+
+  // Search by team ID.
+  const teamSearch = await callAdminSearch(page, String(targetTeam.id));
+
+  expect(teamSearch.res.ok()).toBeTruthy();
+
+  const teamGroup = findGroup(teamSearch.groups, 'team');
+  expect(teamGroup).toBeDefined();
+  expect(teamGroup?.results).toHaveLength(1);
+  expect(teamGroup?.results[0].path).toBe(`/admin/teams/${targetTeam.id}`);
+  expect(teamGroup?.results[0].label).toBe(targetTeam.name);
+});
+
+test('[ADMIN][TRPC][SEARCH]: numeric query returns verified document and recipient rows', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+  const { user: recipientUser } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [recipientUser]);
+  const legacyDocumentId = document.secondaryId.replace('document_', '');
+  const recipient = document.recipients[0];
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by legacy document ID (bare number).
+  const documentSearch = await callAdminSearch(page, legacyDocumentId);
+
+  expect(documentSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(documentSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results).toHaveLength(1);
+  expect(documentGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+  expect(documentGroup?.results[0].label).toBe(document.title);
+
+  // Search by recipient ID: links to the parent document.
+  const recipientSearch = await callAdminSearch(page, String(recipient.id));
+
+  expect(recipientSearch.res.ok()).toBeTruthy();
+
+  const recipientGroup = findGroup(recipientSearch.groups, 'recipient');
+  expect(recipientGroup).toBeDefined();
+  expect(recipientGroup?.results).toHaveLength(1);
+  expect(recipientGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+  expect(recipientGroup?.results[0].label).toBe(recipient.email);
+  expect(recipientGroup?.results[0].sublabel).toBe(`#${recipient.id} · ${recipient.name} · ${document.title}`);
+
+  // Search by the full document_<id> secondary ID: exercises the prefix branch.
+  const secondaryIdSearch = await callAdminSearch(page, document.secondaryId);
+
+  expect(secondaryIdSearch.res.ok()).toBeTruthy();
+
+  const secondaryIdGroup = findGroup(secondaryIdSearch.groups, 'document');
+  expect(secondaryIdGroup).toBeDefined();
+  expect(secondaryIdGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+});
+
+test('[ADMIN][TRPC][SEARCH]: numeric query with no matches returns no groups', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, '999999999');
+
+  expect(res.ok()).toBeTruthy();
+  expect(groups).toEqual([]);
+});
+
+test('[ADMIN][TRPC][SEARCH]: oversized number does not error and falls back to text search', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  // 99999999999999 exceeds Int4, so it cannot be an ID lookup: it must be
+  // treated as text (and must not 500).
+  const oversizedNumber = '99999999999999';
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `${oversizedNumber}-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, oversizedNumber);
+
+  expect(res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results.map((result) => result.path)).toContain(`/admin/documents/${document.id}`);
+});
+
+// ─── Prefixed ID queries: exact lookups ──────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: envelope_ and org_ prefixes resolve exact matches', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, organisation, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, []);
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // envelope_<id> resolves the document.
+  const envelopeSearch = await callAdminSearch(page, document.id);
+
+  expect(envelopeSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(envelopeSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+
+  // Only the document group is returned for a recognized prefix.
+  expect(envelopeSearch.groups).toHaveLength(1);
+
+  // org_<id> resolves the organisation.
+  const orgSearch = await callAdminSearch(page, organisation.id);
+
+  expect(orgSearch.res.ok()).toBeTruthy();
+
+  const orgGroup = findGroup(orgSearch.groups, 'organisation');
+  expect(orgGroup).toBeDefined();
+  expect(orgGroup?.results[0].path).toBe(`/admin/organisations/${organisation.id}`);
+  expect(orgGroup?.results[0].label).toBe(organisation.name);
+
+  // Only the organisation group is returned for a recognized prefix.
+  expect(orgSearch.groups).toHaveLength(1);
+});
+
+// ─── Free text queries ───────────────────────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: text query matches documents by title and users by email', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  // A unique title: the default seeded title is shared across the whole suite,
+  // and global search only returns the newest few matches.
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by document title.
+  const titleSearch = await callAdminSearch(page, document.title);
+
+  expect(titleSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(titleSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results.map((result) => result.path)).toContain(`/admin/documents/${document.id}`);
+
+  // Search by user email (emails are unique nanoid-based, so this is specific).
+  const emailSearch = await callAdminSearch(page, sender.email);
+
+  expect(emailSearch.res.ok()).toBeTruthy();
+
+  const userGroup = findGroup(emailSearch.groups, 'user');
+  expect(userGroup).toBeDefined();
+  expect(userGroup?.results[0].path).toBe(`/admin/users/${sender.id}`);
+});
+
+test('[ADMIN][TRPC][SEARCH]: gibberish query returns no groups', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, 'zzzz-no-such-thing-9x7q');
+
+  expect(res.ok()).toBeTruthy();
+  expect(groups).toEqual([]);
+});

packages/app-tests/e2e/api/v1/document-sending.spec.ts

@@ -2,10 +2,20 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { prisma } from '@documenso/prisma';
-import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@documenso/prisma/client';
 import { seedBlankDocument, seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
+import { nanoid } from 'nanoid';
+
+import { signSignaturePad } from '../../fixtures/signature';
 
 test.describe('Document API', () => {
   test('sendDocument: should respect sendCompletionEmails setting', async ({ request }) => {
@@ -432,4 +442,194 @@ test.describe('Document API', () => {
     expect(response.ok()).toBeTruthy();
     expect(response.status()).toBe(200);
   });
+
+  test('sendDocument: should complete document immediately when all recipients are CC', async ({ request }) => {
+    const { user, team } = await seedUser();
+
+    // Create a blank document and get it with envelope items
+    const blankDocument = await seedBlankDocument(user, team.id);
+    const document = await prisma.envelope.findUniqueOrThrow({
+      where: { id: blankDocument.id },
+      include: { envelopeItems: true },
+    });
+
+    // Add two CC recipients without any fields, mirroring the production
+    // state where CC recipients are created pre-signed.
+    for (const email of ['cc1@example.com', 'cc2@example.com']) {
+      await prisma.recipient.create({
+        data: {
+          email,
+          name: 'Test CC',
+          role: RecipientRole.CC,
+          signingStatus: SigningStatus.SIGNED,
+          sendStatus: SendStatus.SENT,
+          token: nanoid(),
+          envelopeId: document.id,
+        },
+      });
+    }
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    const response = await request.post(
+      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v1/documents/${mapSecondaryIdToDocumentId(document.secondaryId)}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {},
+      },
+    );
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    // The document seals asynchronously and completes without anyone signing.
+    await expect
+      .poll(
+        async () => {
+          const updatedDocument = await prisma.envelope.findFirstOrThrow({
+            where: { id: document.id },
+          });
+
+          return updatedDocument.status;
+        },
+        { timeout: 30_000 },
+      )
+      .toBe(DocumentStatus.COMPLETED);
+  });
+
+  test('sendDocument: should not block initial sequential send when CC recipient is first in signing order', async ({
+    request,
+    page,
+  }) => {
+    const { user, team } = await seedUser();
+
+    // Create a blank document and get it with envelope items
+    const blankDocument = await seedBlankDocument(user, team.id);
+    const document = await prisma.envelope.findUniqueOrThrow({
+      where: { id: blankDocument.id },
+      include: { envelopeItems: true },
+    });
+
+    await prisma.documentMeta.update({
+      where: { id: document.documentMetaId },
+      data: { signingOrder: DocumentSigningOrder.SEQUENTIAL },
+    });
+
+    // CC recipient first in the signing order, mirroring the production
+    // state where CC recipients are created pre-signed.
+    await prisma.recipient.create({
+      data: {
+        email: 'cc@example.com',
+        name: 'Test CC',
+        role: RecipientRole.CC,
+        signingOrder: 1,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+        token: nanoid(),
+        envelopeId: document.id,
+      },
+    });
+
+    const [signerA, signerB] = await Promise.all(
+      [
+        { email: 'signer-a@example.com', name: 'Signer A', signingOrder: 2 },
+        { email: 'signer-b@example.com', name: 'Signer B', signingOrder: 3 },
+      ].map(async ({ email, name, signingOrder }) =>
+        prisma.recipient.create({
+          data: {
+            email,
+            name,
+            role: RecipientRole.SIGNER,
+            signingOrder,
+            token: nanoid(),
+            envelopeId: document.id,
+            fields: {
+              create: {
+                type: FieldType.SIGNATURE,
+                page: 1,
+                positionX: signingOrder * 10,
+                positionY: 10,
+                width: 5,
+                height: 5,
+                customText: '',
+                inserted: false,
+                envelopeId: document.id,
+                envelopeItemId: document.envelopeItems[0].id,
+                fieldMeta: { type: 'signature', fontSize: 14 },
+              },
+            },
+          },
+        }),
+      ),
+    );
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    const response = await request.post(
+      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v1/documents/${mapSecondaryIdToDocumentId(document.secondaryId)}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {},
+      },
+    );
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    // The CC recipient at order 1 must not block signer A at order 2.
+    await page.goto(`/sign/${signerA.token}`);
+    await expect(page).not.toHaveURL(`/sign/${signerA.token}/waiting`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    // Signer B at order 3 must still wait for signer A.
+    await page.goto(`/sign/${signerB.token}`);
+    await expect(page).toHaveURL(`/sign/${signerB.token}/waiting`);
+
+    // Sign as signer A then signer B.
+    for (const signer of [signerA, signerB]) {
+      await page.goto(`/sign/${signer.token}`);
+      await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+      await signSignaturePad(page);
+
+      const signerField = await prisma.field.findFirstOrThrow({
+        where: { recipientId: signer.id },
+      });
+
+      await page.locator(`#field-${signerField.id}`).getByRole('button').click();
+
+      await page.getByRole('button', { name: 'Complete' }).click();
+      await page.getByRole('button', { name: 'Sign' }).click();
+      await page.waitForURL(`/sign/${signer.token}/complete`);
+    }
+
+    // The document completes without any action from the CC recipient.
+    await expect
+      .poll(
+        async () => {
+          const updatedDocument = await prisma.envelope.findFirstOrThrow({
+            where: { id: document.id },
+          });
+
+          return updatedDocument.status;
+        },
+        { timeout: 30_000 },
+      )
+      .toBe(DocumentStatus.COMPLETED);
+  });
 });

packages/app-tests/e2e/api/v1/organisation-rate-limits.spec.ts

@@ -50,7 +50,7 @@ import type { Organisation, Team, User } from '@prisma/client';
  *
  * --- GLOBAL LIMIT AWARENESS ---
  * apps/remix/server/router.ts applies a GLOBAL per-IP limiter to /api/v1/*:
- *   apiV1RateLimit = 100 requests / 1 minute (action `api.v1`, see rate-limits.ts).
+ *   apiV1RateLimit = 1000 requests / 1 minute (action `api.v1`, see rate-limits.ts).
  * Every per-org limit/quota configured here is kept FAR below that ceiling (single
  * digits) and the suite runs serially so the shared-IP global bucket is never the
  * thing that trips. A global-limit 429 is shaped `{ error }` whereas an org-limit
@@ -62,7 +62,7 @@ const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
 const baseUrl = `${WEBAPP_BASE_URL}/api/v1`;
 
 // Run serially: all workers share one IP, and the global /api/v1 limiter is
-// per-IP. Serial execution keeps the shared global bucket well under 100/min.
+// per-IP. Serial execution keeps the shared global bucket well under 1000/min.
 test.describe.configure({ mode: 'serial' });
 
 // This suite is only meaningful with real rate limiting enabled. CI sets the
@@ -125,7 +125,7 @@ const setClaimLimits = async (team: Team, limits: ClaimLimits) => {
  * GLOBAL /api/v1 IP bucket so a fresh scenario starts from zero.
  *
  * - The org windowed limiter keys its rows `ip:org:<id>`.
- * - The GLOBAL limiter (apps/remix/server/router.ts -> apiV1RateLimit, 100/min
+ * - The GLOBAL limiter (apps/remix/server/router.ts -> apiV1RateLimit, 1000/min
  *   per IP, action `api.v1`) is shared by EVERY v1 request from this test client.
  *   Across the suite (and especially across repeated local runs within the same
  *   minute) that shared bucket would otherwise fill up and trip BEFORE the org

packages/app-tests/e2e/api/v2/find-documents.spec.ts

@@ -1,7 +1,13 @@
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import {
+  DocumentStatus,
+  DocumentVisibility,
+  RecipientRole,
+  SigningStatus,
+  TeamMemberRole,
+} from '@documenso/prisma/client';
 import {
   seedBlankDocument,
   seedCompletedDocument,
@@ -1560,3 +1566,307 @@ test.describe('Find Documents API - Adversarial: Cross-Team templateId', () => {
     expect(ownTemplate!.data[0].title).toBe('TeamA Doc from Template');
   });
 });
+
+test.describe('Find Documents API - Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+  const FUTURE = new Date(Date.now() + 24 * 60 * 60 * 1000);
+
+  test('hasExpiredRecipients=true returns only docs with an expired, unsigned, non-CC recipient', async ({
+    request,
+  }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-token',
+      expiresIn: null,
+    });
+
+    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Recipient Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const activeDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Recipient Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: activeDoc.id },
+      data: { expiresAt: FUTURE },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'No Expiry Doc' },
+    });
+
+    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Recipient Doc');
+    expect(titles).not.toContain('Active Recipient Doc');
+    expect(titles).not.toContain('No Expiry Doc');
+    expect(json!.count).toBe(1);
+  });
+
+  test('hasExpiredRecipients=false (and omitted) does not filter by expiry', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-false-token',
+      expiresIn: null,
+    });
+
+    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Doc' },
+    });
+
+    // "false" must NOT be coerced to true — both docs should be returned.
+    const { json: falseJson } = await findDocuments(request, token, { hasExpiredRecipients: 'false' });
+    expect(falseJson!.count).toBe(2);
+
+    const { json: omittedJson } = await findDocuments(request, token);
+    expect(omittedJson!.count).toBe(2);
+  });
+
+  test('excludes signed and CC recipients from the expired filter', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-exclude-token',
+      expiresIn: null,
+    });
+
+    const signedDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired but Signed' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: signedDoc.id },
+      data: { expiresAt: PAST, signingStatus: SigningStatus.SIGNED },
+    });
+
+    const ccDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired but CC' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: ccDoc.id },
+      data: { expiresAt: PAST, role: RecipientRole.CC },
+    });
+
+    const validDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Unsigned Signer' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: validDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Unsigned Signer');
+    expect(titles).not.toContain('Expired but Signed');
+    expect(titles).not.toContain('Expired but CC');
+    expect(json!.count).toBe(1);
+  });
+});
+
+// ─── Adversarial: Expired Recipient Filter cross-tenant isolation ────────────
+// The expired filter adds an EXISTS subquery over Recipient. These tests ensure
+// that predicate never widens visibility past the caller's team/access scope.
+
+test.describe('Find Documents API - Adversarial: Cross-Team Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('token scoped to team A must NOT see team B docs with expired recipients', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'teamA-expired-token',
+      expiresIn: null,
+    });
+
+    // Team A: one expired doc the caller is legitimately allowed to see.
+    const teamADoc = await seedPendingDocument(userA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Team B: an expired doc that must remain invisible to team A's token.
+    const teamBDoc = await seedPendingDocument(userB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, tokenA, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamA Expired Doc');
+    expect(titles).not.toContain('TeamB Expired Doc');
+    expect(json!.count).toBe(1);
+  });
+
+  test('shared recipient email across teams does not leak the other team expired docs', async ({ request }) => {
+    // A recipient with the SAME email is on expired docs in both teams. The
+    // filter must still scope strictly to the token's team.
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: sharedRecipient } = await seedUser();
+
+    const { token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'teamB-expired-token',
+      expiresIn: null,
+    });
+
+    const teamADoc = await seedPendingDocument(userA, teamA.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamA Shared-Recipient Expired' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBDoc = await seedPendingDocument(userB, teamB.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamB Shared-Recipient Expired' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, tokenB, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamB Shared-Recipient Expired');
+    expect(titles).not.toContain('TeamA Shared-Recipient Expired');
+    expect(json!.count).toBe(1);
+  });
+
+  test('x-team-id spoofing with status=EXPIRED is rejected for a non-member', async ({ page }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Secret' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // ownerB is NOT a member of teamA.
+    await apiSignin({ page, email: ownerB.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      status: 'EXPIRED',
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('EXPIRED pseudo-status via session only returns the caller team expired docs (positive control)', async ({
+    page,
+  }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Visible' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBDoc = await seedPendingDocument(ownerB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Hidden' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await apiSignin({ page, email: ownerA.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      status: 'EXPIRED',
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeTruthy();
+    const data = await res.json();
+    const docs = data.result.data.json.data;
+    const titles = docs.map((d: { title: string }) => d.title);
+    expect(titles).toContain('TeamA Expired Visible');
+    expect(titles).not.toContain('TeamB Expired Hidden');
+  });
+
+  test('EXPIRED stats count is scoped to the caller team and excludes other-team expired docs', async ({ page }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    // One expired doc in team A.
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired For Stats' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Two expired docs in team B — must NOT bleed into team A's EXPIRED count.
+    for (const title of ['TeamB Expired For Stats 1', 'TeamB Expired For Stats 2']) {
+      const doc = await seedPendingDocument(ownerB, teamB.id, [recipient], {
+        createDocumentOptions: { title },
+      });
+      await prisma.recipient.updateMany({
+        where: { envelopeId: doc.id },
+        data: { expiresAt: PAST },
+      });
+    }
+
+    await apiSignin({ page, email: ownerA.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeTruthy();
+    const data = await res.json();
+    expect(data.result.data.json.stats.EXPIRED).toBe(1);
+  });
+});

packages/app-tests/e2e/api/v2/find-envelopes.spec.ts

@@ -1055,3 +1055,120 @@ test.describe('Find Envelopes API - Cross-User Isolation', () => {
     expect(titles).not.toContain('Member Org Team Env');
   });
 });
+
+test.describe('Find Envelopes API - Expired Recipient Filter', () => {
+  test('hasExpiredRecipients=true returns only envelopes with an expired, unsigned recipient', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'env-expired-token',
+      expiresIn: null,
+    });
+
+    const expiredEnvelope = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredEnvelope.id },
+      data: { expiresAt: new Date(Date.now() - 24 * 60 * 60 * 1000) },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Envelope' },
+    });
+
+    const { json } = await findEnvelopes(request, token, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Envelope');
+    expect(titles).not.toContain('Active Envelope');
+    expect(json!.count).toBe(1);
+  });
+});
+
+// ─── Adversarial: Expired Recipient Filter cross-tenant isolation ────────────
+
+test.describe('Find Envelopes API - Adversarial: Cross-Team Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('token scoped to team A must NOT see team B envelopes with expired recipients', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'env-teamA-expired-token',
+      expiresIn: null,
+    });
+
+    const teamAEnvelope = await seedPendingDocument(userA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamAEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBEnvelope = await seedPendingDocument(userB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findEnvelopes(request, tokenA, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamA Expired Envelope');
+    expect(titles).not.toContain('TeamB Expired Envelope');
+    expect(json!.count).toBe(1);
+  });
+
+  test('shared recipient email across teams does not leak the other team expired envelopes', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: sharedRecipient } = await seedUser();
+
+    const { token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'env-teamB-expired-token',
+      expiresIn: null,
+    });
+
+    const teamAEnvelope = await seedPendingDocument(userA, teamA.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamA Shared Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamAEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBEnvelope = await seedPendingDocument(userB, teamB.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamB Shared Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findEnvelopes(request, tokenB, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamB Shared Expired Envelope');
+    expect(titles).not.toContain('TeamA Shared Expired Envelope');
+    expect(json!.count).toBe(1);
+  });
+});

packages/app-tests/e2e/api/v2/organisation-rate-limits.spec.ts

@@ -37,7 +37,7 @@ import type { Organisation, Team, User } from '@prisma/client';
  *
  * --- GLOBAL LIMIT AWARENESS ---
  * apps/remix/server/router.ts applies a GLOBAL per-IP limiter to /api/v2/*:
- *   apiV2RateLimit = 100 requests / 1 minute (see rate-limits.ts).
+ *   apiV2RateLimit = 1000 requests / 1 minute (see rate-limits.ts).
  * Every per-org limit/quota configured here is kept FAR below that ceiling (single
  * digits) and the suite runs serially so the shared-IP global bucket is never the
  * thing that trips. A global-limit 429 is shaped `{ error }` whereas an org-limit
@@ -49,7 +49,7 @@ const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
 const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
 
 // Run serially: all workers share one IP, and the global /api/v2 limiter is
-// per-IP. Serial execution keeps the shared global bucket well under 100/min.
+// per-IP. Serial execution keeps the shared global bucket well under 1000/min.
 test.describe.configure({ mode: 'serial' });
 
 // This suite is only meaningful with real rate limiting enabled. CI sets the

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-file-download.spec.ts

@@ -0,0 +1,118 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { seedDraftDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+
+import { apiSignin } from '../../../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const downloadUrl = (envelopeId: string, envelopeItemId: string, version: 'original' | 'signed' | 'pending') =>
+  `${WEBAPP_BASE_URL}/api/files/envelope/${envelopeId}/envelopeItem/${envelopeItemId}/download/${version}`;
+
+const seedOwnerWithDraft = async () => {
+  const owner = await seedUser();
+
+  const draft = await seedDraftDocument(owner.user, owner.team.id, [], {
+    createDocumentOptions: { title: 'File Download Auth Test' },
+  });
+
+  return { owner, draft, draftItem: draft.envelopeItems[0] };
+};
+
+test.describe('Envelope item file download endpoint authorization', () => {
+  test('rejects an unauthenticated download request', async ({ request }) => {
+    const { draft, draftItem } = await seedOwnerWithDraft();
+
+    const res = await request.get(downloadUrl(draft.id, draftItem.id, 'original'));
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('rejects a download request from a user outside the organisation', async ({ page }) => {
+    const { draft, draftItem } = await seedOwnerWithDraft();
+    const { user: outsider } = await seedUser();
+
+    await apiSignin({ page, email: outsider.email });
+
+    const res = await page.request.get(downloadUrl(draft.id, draftItem.id, 'original'));
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(403);
+  });
+
+  test('returns 404 for a nonexistent envelope', async ({ page }) => {
+    const { user } = await seedUser();
+
+    await apiSignin({ page, email: user.email });
+
+    const res = await page.request.get(
+      downloadUrl('envelope_does_not_exist', 'envelope_item_does_not_exist', 'original'),
+    );
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('rejects a pending version download for a draft envelope', async ({ page }) => {
+    const { owner, draft, draftItem } = await seedOwnerWithDraft();
+
+    await apiSignin({ page, email: owner.user.email });
+
+    const res = await page.request.get(downloadUrl(draft.id, draftItem.id, 'pending'));
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+  });
+
+  test('rejects a pending version download for a legacy envelope', async ({ page }) => {
+    const owner = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    // Default internalVersion is 1 (legacy).
+    const pendingDocument = await seedPendingDocument(owner.user, owner.team.id, [recipient], {
+      createDocumentOptions: { title: 'Legacy Pending Download Test' },
+    });
+
+    const envelopeItem = pendingDocument.envelopeItems[0];
+
+    await apiSignin({ page, email: owner.user.email });
+
+    const res = await page.request.get(downloadUrl(pendingDocument.id, envelopeItem.id, 'pending'));
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(400);
+  });
+
+  test('allows the owner to download their own document', async ({ page }) => {
+    const { owner, draft, draftItem } = await seedOwnerWithDraft();
+
+    await apiSignin({ page, email: owner.user.email });
+
+    const res = await page.request.get(downloadUrl(draft.id, draftItem.id, 'original'));
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.headers()['content-type']).toContain('application/pdf');
+
+    const body = await res.body();
+
+    // %PDF magic bytes.
+    expect(Array.from(body.subarray(0, 4))).toEqual([0x25, 0x50, 0x44, 0x46]);
+  });
+
+  test('rejects a recipient-token download with an invalid token', async ({ request }) => {
+    const { draftItem } = await seedOwnerWithDraft();
+
+    const res = await request.get(
+      `${WEBAPP_BASE_URL}/api/files/token/invalid-token-12345/envelopeItem/${draftItem.id}/download/original`,
+    );
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+});

packages/app-tests/e2e/command-menu/document-search.spec.ts

@@ -3,6 +3,9 @@ import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
 
 import { apiSignin } from '../fixtures/authentication';
+import { openCommandMenu } from '../fixtures/command-menu';
+
+const COMMAND_MENU_PLACEHOLDER = 'Type a command or search...';
 
 test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -14,9 +17,9 @@ test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
     email: user.email,
   });
 
-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);
 
-  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(document.title);
   await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });
 
@@ -30,9 +33,9 @@ test('[COMMAND_MENU]: should see received documents', async ({ page }) => {
     email: recipient.email,
   });
 
-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);
 
-  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(document.title);
   await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });
 
@@ -46,8 +49,8 @@ test('[COMMAND_MENU]: should be able to search by recipient', async ({ page }) =
     email: user.email,
   });
 
-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);
 
-  await page.getByPlaceholder('Type a command or search...').first().fill(recipient.email);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(recipient.email);
   await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });

packages/app-tests/e2e/document-auth/next-recipient-dictation.spec.ts

@@ -2,7 +2,14 @@ import { prisma } from '@documenso/prisma';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@prisma/client';
 
 import { signDirectSignaturePad, signSignaturePad } from '../fixtures/signature';
 
@@ -370,3 +377,221 @@ test('[NEXT_RECIPIENT_DICTATION]: should allow assistant to dictate next signer'
     expect(thirdRecipient.role).toBe(RecipientRole.SIGNER);
   }).toPass();
 });
+
+test('[NEXT_RECIPIENT_DICTATION]: should skip CC recipient when dictating next signer', async ({ page }) => {
+  const { user, team } = await seedUser();
+  const { user: firstSigner } = await seedUser();
+  const { user: ccUser } = await seedUser();
+  const { user: secondSigner } = await seedUser();
+
+  const { recipients, document } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: [firstSigner, ccUser, secondSigner],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+      { signingOrder: 3 },
+    ],
+    updateDocumentOptions: {
+      documentMeta: {
+        upsert: {
+          create: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+          update: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+        },
+      },
+    },
+  });
+
+  const firstRecipient = recipients.find((r) => r.email === firstSigner.email);
+  const ccRecipient = recipients.find((r) => r.email === ccUser.email);
+
+  if (!firstRecipient || !ccRecipient) {
+    throw new Error('Recipients not found');
+  }
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient.id,
+    },
+  });
+
+  const { token, fields } = firstRecipient;
+
+  const signUrl = `/sign/${token}`;
+
+  await page.goto(signUrl);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  // Fill in all fields
+  for (const field of fields) {
+    await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+    if (field.type === FieldType.TEXT) {
+      await page.locator('#custom-text').fill('TEXT');
+      await page.getByRole('button', { name: 'Save' }).click();
+    }
+
+    await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+  }
+
+  // Complete signing and verify the offered next recipient
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await expect(page.getByRole('dialog')).toBeVisible();
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  // The dictation dialog must offer the second signer, not the CC recipient.
+  const dialog = page.getByRole('dialog');
+  await expect(dialog.getByLabel('Name')).toHaveValue(secondSigner.name ?? '');
+  await expect(dialog.getByLabel('Email')).toHaveValue(secondSigner.email);
+
+  // Submit and verify completion
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  // Verify document and recipient states
+  const updatedDocument = await prisma.envelope.findUniqueOrThrow({
+    where: { id: document.id },
+    include: {
+      recipients: {
+        orderBy: { signingOrder: 'asc' },
+      },
+    },
+  });
+
+  // Document should still be pending as the second signer has not signed
+  expect(updatedDocument.status).toBe(DocumentStatus.PENDING);
+
+  // The CC recipient must remain untouched
+  const updatedCcRecipient = updatedDocument.recipients[1];
+  expect(updatedCcRecipient.email).toBe(ccUser.email);
+  expect(updatedCcRecipient.role).toBe(RecipientRole.CC);
+  expect(updatedCcRecipient.signingStatus).toBe(SigningStatus.SIGNED);
+
+  // The second signer must remain the next pending recipient
+  const updatedSecondRecipient = updatedDocument.recipients[2];
+  expect(updatedSecondRecipient.email).toBe(secondSigner.email);
+  expect(updatedSecondRecipient.signingOrder).toBe(3);
+  expect(updatedSecondRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+});
+
+test('[NEXT_RECIPIENT_DICTATION]: should not offer dictation when CC recipient is last', async ({ page }) => {
+  const { user, team } = await seedUser();
+  const { user: firstSigner } = await seedUser();
+  const { user: secondSigner } = await seedUser();
+  const { user: ccUser } = await seedUser();
+
+  const { recipients, document } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: [firstSigner, secondSigner, ccUser],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      { signingOrder: 2 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 3,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+    ],
+    updateDocumentOptions: {
+      documentMeta: {
+        upsert: {
+          create: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+          update: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+        },
+      },
+    },
+  });
+
+  const firstRecipient = recipients.find((r) => r.email === firstSigner.email);
+  const secondRecipient = recipients.find((r) => r.email === secondSigner.email);
+  const ccRecipient = recipients.find((r) => r.email === ccUser.email);
+
+  if (!firstRecipient || !secondRecipient || !ccRecipient) {
+    throw new Error('Recipients not found');
+  }
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient.id,
+    },
+  });
+
+  // Sign as both signers in order.
+  for (const recipient of [firstRecipient, secondRecipient]) {
+    const { token, fields } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    await signSignaturePad(page);
+
+    // Fill in all fields
+    for (const field of fields) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.locator('#custom-text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    // Complete signing
+    await page.getByRole('button', { name: 'Complete' }).click();
+
+    await expect(page.getByRole('dialog')).toBeVisible();
+
+    if (recipient.id === secondRecipient.id) {
+      // The last actionable signer must not be offered the CC recipient.
+      await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
+    }
+
+    // Submit and verify completion
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findUniqueOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -4,7 +4,14 @@ import { prisma } from '@documenso/prisma';
 import { seedBlankDocument, seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { apiSignin } from '../fixtures/authentication';
@@ -225,15 +232,20 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByLabel('Receives copy').click();
   await page.getByRole('button', { name: 'Add Signer' }).click();
 
-  await page.getByLabel('Email').nth(2).fill('user3@example.com');
-  await page.getByLabel('Name').nth(2).fill('User 3');
-  await page.getByRole('combobox').nth(2).click();
+  // CC recipients are kept last, so new rows are inserted above the CC row.
+  await expect(page.getByLabel('Email')).toHaveCount(3);
+
+  await page.getByLabel('Email').nth(1).fill('user3@example.com');
+  await page.getByLabel('Name').nth(1).fill('User 3');
+  await page.getByRole('combobox').nth(1).click();
   await page.getByLabel('Needs to approve').click();
   await page.getByRole('button', { name: 'Add Signer' }).click();
 
-  await page.getByLabel('Email').nth(3).fill('user4@example.com');
-  await page.getByLabel('Name').nth(3).fill('User 4');
-  await page.getByRole('combobox').nth(3).click();
+  await expect(page.getByLabel('Email')).toHaveCount(4);
+
+  await page.getByLabel('Email').nth(2).fill('user4@example.com');
+  await page.getByLabel('Name').nth(2).fill('User 4');
+  await page.getByRole('combobox').nth(2).click();
   await page.getByLabel('Needs to view').click();
 
   await page.getByRole('button', { name: 'Continue' }).click();
@@ -661,3 +673,182 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
   await expect(page).not.toHaveURL(`/sign/${activeRecipient?.token}/waiting`);
   await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 });
+
+test('[DOCUMENT_FLOW]: should skip CC recipients in sequential signing order', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    teamId: team.id,
+    owner: user,
+    recipients: ['signer1@example.com', 'cc@example.com', 'signer2@example.com'],
+    fields: [FieldType.SIGNATURE],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+      { signingOrder: 3 },
+    ],
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: document.documentMetaId,
+    },
+    data: {
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const firstSigner = recipients.find((r) => r.email === 'signer1@example.com');
+  const ccRecipient = recipients.find((r) => r.email === 'cc@example.com');
+  const lastSigner = recipients.find((r) => r.email === 'signer2@example.com');
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient?.id,
+    },
+  });
+
+  // Sequential order is enforced: the last signer must wait while the first signer is pending.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+
+  // Sign as the first signer.
+  await page.goto(`/sign/${firstSigner?.token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  await signSignaturePad(page);
+
+  const firstSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: firstSigner?.id },
+  });
+
+  await page.locator(`#field-${firstSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${firstSigner?.token}/complete`);
+
+  // The CC recipient at order 2 must not block the last signer at order 3.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).not.toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  const lastSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: lastSigner?.id },
+  });
+
+  await page.locator(`#field-${lastSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${lastSigner?.token}/complete`);
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findFirstOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});
+
+test('[DOCUMENT_FLOW]: should skip unsigned CC recipients in sequential signing order', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    teamId: team.id,
+    owner: user,
+    recipients: ['signer1@example.com', 'cc@example.com', 'signer2@example.com'],
+    fields: [FieldType.SIGNATURE],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // Legacy/inconsistent data: a CC recipient that was never marked as signed.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.NOT_SIGNED,
+      },
+      { signingOrder: 3 },
+    ],
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: document.documentMetaId,
+    },
+    data: {
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const firstSigner = recipients.find((r) => r.email === 'signer1@example.com');
+  const ccRecipient = recipients.find((r) => r.email === 'cc@example.com');
+  const lastSigner = recipients.find((r) => r.email === 'signer2@example.com');
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient?.id,
+    },
+  });
+
+  // Sign as the first signer.
+  await page.goto(`/sign/${firstSigner?.token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  await signSignaturePad(page);
+
+  const firstSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: firstSigner?.id },
+  });
+
+  await page.locator(`#field-${firstSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${firstSigner?.token}/complete`);
+
+  // The unsigned CC recipient at order 2 must not block the last signer at order 3.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).not.toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  const lastSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: lastSigner?.id },
+  });
+
+  await page.locator(`#field-${lastSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${lastSigner?.token}/complete`);
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findFirstOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});

packages/app-tests/e2e/documents/bulk-document-actions.spec.ts

@@ -1,3 +1,5 @@
+import fs from 'node:fs';
+import { createTeam } from '@documenso/lib/server-only/team/create-team';
 import { prisma } from '@documenso/prisma';
 import { seedCompletedDocument, seedDraftDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
 import { seedBlankFolder } from '@documenso/prisma/seed/folders';
@@ -5,6 +7,7 @@ import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
 import { DocumentStatus, TeamMemberRole } from '@prisma/client';
+import { unzipSync } from 'fflate';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
@@ -50,10 +53,10 @@ test('[BULK_ACTIONS]: can select multiple documents with checkboxes', async ({ p
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 2' }).getByRole('checkbox').click();
-  await expect(page.getByText('2 selected')).toBeVisible();
+  await expect(page.getByText(/2\s*selected/)).toBeVisible();
 });
 
 test('[BULK_ACTIONS]: header checkbox selects all documents on page', async ({ page }) => {
@@ -67,7 +70,7 @@ test('[BULK_ACTIONS]: header checkbox selects all documents on page', async ({ p
 
   await page.locator('thead').getByRole('checkbox').click();
 
-  await expect(page.getByText(`${documents.length} selected`)).toBeVisible();
+  await expect(page.getByText(new RegExp(`${documents.length}\\s*selected`))).toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can clear selection with X button', async ({ page }) => {
@@ -80,11 +83,11 @@ test('[BULK_ACTIONS]: can clear selection with X button', async ({ page }) => {
   });
 
   await page.locator('thead').getByRole('checkbox').click();
-  await expect(page.getByText(/\d+ selected/)).toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).toBeVisible();
 
   await page.getByLabel('Clear selection').click();
 
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can move multiple documents to a folder', async ({ page }) => {
@@ -98,13 +101,13 @@ test('[BULK_ACTIONS]: can move multiple documents to a folder', async ({ page })
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
   await page.locator('tr', { hasText: 'Bulk Test Doc 2' }).getByRole('checkbox').click();
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
 
   await expect(page.getByRole('dialog')).toBeVisible();
   await expect(page.getByText('Move Documents to Folder')).toBeVisible();
 
   await page.getByRole('button', { name: folder.name }).click();
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
 
@@ -113,6 +116,122 @@ test('[BULK_ACTIONS]: can move multiple documents to a folder', async ({ page })
   await expect(page.getByRole('link', { name: 'Bulk Test Doc 2' })).toBeVisible();
 });
 
+test('[BULK_ACTIONS]: selection does not leak between teams', async ({ page }) => {
+  const { sender } = await seedBulkActionsTestRequirements();
+
+  const teamBUrl = `team-b-${Date.now()}`;
+
+  await createTeam({
+    userId: sender.user.id,
+    teamName: 'Team B',
+    teamUrl: teamBUrl,
+    organisationId: sender.organisation.id,
+    inheritMembers: true,
+  });
+
+  const teamB = await prisma.team.findFirstOrThrow({
+    where: { url: teamBUrl },
+  });
+
+  await seedDraftDocument(sender.user, teamB.id, [], {
+    createDocumentOptions: { title: 'Team B Doc' },
+  });
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
+
+  // The selection made in team A must not appear in team B.
+  await page.goto(`/t/${teamBUrl}/documents`);
+  await expect(page.getByRole('link', { name: 'Team B Doc' })).toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
+
+  // Returning to team A restores its selection.
+  await page.goto(`/t/${sender.team.url}/documents`);
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
+});
+
+test('[BULK_ACTIONS]: escape clears selection unless a dialog is open', async ({ page }) => {
+  const { sender } = await seedBulkActionsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
+
+  // Escape while a dialog is open should close the dialog but keep the selection.
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  await page.keyboard.press('Escape');
+
+  await expect(page.getByRole('dialog')).not.toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
+
+  // Escape with no dialog open should clear the selection.
+  await page.keyboard.press('Escape');
+
+  await expect(page.getByText(/1\s*selected/)).not.toBeVisible();
+});
+
+test('[BULK_ACTIONS]: can bulk download multiple documents as a zip', async ({ page }) => {
+  const { sender, documents } = await seedBulkActionsTestRequirements();
+
+  const [doc1, doc2] = documents;
+
+  await apiSignin({
+    page,
+    email: sender.user.email,
+    redirectPath: `/t/${sender.team.url}/documents`,
+  });
+
+  await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
+  await page.locator('tr', { hasText: 'Bulk Test Doc 2' }).getByRole('checkbox').click();
+
+  await page.getByRole('button', { name: 'Download', exact: true }).click();
+
+  const dialog = page.getByRole('dialog');
+
+  await expect(dialog).toBeVisible();
+  await expect(dialog.getByText('Download Documents')).toBeVisible();
+  await expect(dialog.getByText('Bulk Test Doc 1')).toBeVisible();
+  await expect(dialog.getByText('Bulk Test Doc 2')).toBeVisible();
+  await expect(dialog.getByText('Draft').first()).toBeVisible();
+
+  const downloadPromise = page.waitForEvent('download', { timeout: 10_000 });
+
+  await dialog.getByRole('button', { name: 'Download' }).click();
+
+  const download = await downloadPromise;
+
+  expect(download.suggestedFilename()).toMatch(/^documenso-documents-\d{4}-\d{2}-\d{2}\.zip$/);
+
+  const downloadPath = await download.path();
+  const zipContents = unzipSync(new Uint8Array(fs.readFileSync(downloadPath)));
+
+  // Each envelope's files are nested inside an `envelopeId_title` folder.
+  expect(Object.keys(zipContents).sort()).toEqual(
+    [`${doc1.id}_Bulk Test Doc 1/Bulk Test Doc 1.pdf`, `${doc2.id}_Bulk Test Doc 2/Bulk Test Doc 2.pdf`].sort(),
+  );
+
+  // Each entry should be a valid non-empty PDF (%PDF magic bytes).
+  for (const entry of Object.values(zipContents)) {
+    expect(Array.from(entry.slice(0, 4))).toEqual([0x25, 0x50, 0x44, 0x46]);
+  }
+
+  await expectToastTextToBeVisible(page, 'Documents downloaded');
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
+});
+
 test('[BULK_ACTIONS]: can delete multiple draft documents', async ({ page }) => {
   const { sender } = await seedBulkActionsTestRequirements();
 
@@ -152,14 +271,14 @@ test('[BULK_ACTIONS]: selection clears after successful move', async ({ page })
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await page.getByRole('button', { name: folder.name }).click();
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: selection clears after successful delete', async ({ page }) => {
@@ -172,13 +291,13 @@ test('[BULK_ACTIONS]: selection clears after successful delete', async ({ page }
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
   await page.getByRole('button', { name: 'Delete' }).click();
   await page.getByRole('dialog').getByRole('button', { name: 'Delete' }).click();
 
   await expectToastTextToBeVisible(page, 'Documents deleted');
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can search for folders in move dialog', async ({ page }) => {
@@ -199,7 +318,7 @@ test('[BULK_ACTIONS]: can search for folders in move dialog', async ({ page }) =
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await expect(page.getByRole('dialog')).toBeVisible();
 
   await expect(page.getByRole('button', { name: folder.name })).toBeVisible();
@@ -236,14 +355,14 @@ test('[BULK_ACTIONS]: can move documents from folder to home (root)', async ({ p
   await expect(page.getByRole('link', { name: 'Bulk Test Doc 1' })).toBeVisible();
 
   await page.locator('tr', { hasText: 'Bulk Test Doc 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await expect(page.getByRole('dialog')).toBeVisible();
 
   await page.getByRole('button', { name: 'Home (No Folder)' }).click();
 
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
 

packages/app-tests/e2e/documents/cancel-documents.spec.ts

@@ -7,7 +7,7 @@ import { expect, type Page, test } from '@playwright/test';
 import { DocumentStatus, TeamMemberRole } from '@prisma/client';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
+import { checkDocumentCounts, selectDocumentStatusFilter } from '../fixtures/documents';
 import { expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'serial' });
@@ -61,13 +61,10 @@ test('[DOCUMENTS]: cancelling a pending document keeps it in the owner dashboard
   await expectToastTextToBeVisible(page, 'Document cancelled');
 
   // The document must remain in the dashboard, unlike deleting a pending document.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Cancelled', 1);
-  await checkDocumentTabCount(page, 'All', 1);
+  await checkDocumentCounts(page, { inbox: 0, pending: 0, cancelled: 1, all: 1 });
 
   // The cancelled document is still listed.
-  await page.getByRole('tab', { name: 'Cancelled' }).click();
+  await selectDocumentStatusFilter(page, 'Cancelled');
   await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
 
   // The envelope status is persisted as CANCELLED.
@@ -131,7 +128,7 @@ test('[DOCUMENTS]: a cancelled document can be deleted, hiding it from the owner
   await expectToastTextToBeVisible(page, 'Document cancelled');
 
   // Delete the now-cancelled document. Being terminal, it should soft delete (hide).
-  await page.getByRole('tab', { name: 'Cancelled' }).click();
+  await selectDocumentStatusFilter(page, 'Cancelled');
 
   const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Pending' })

packages/app-tests/e2e/documents/delete-documents.spec.ts

@@ -3,7 +3,7 @@ import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
+import { checkDocumentCounts } from '../fixtures/documents';
 import { expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'serial' });
@@ -174,11 +174,7 @@ test('[DOCUMENTS]: deleting draft documents should permanently remove it', async
   await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
 
   // Check document counts.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentCounts(page, { inbox: 0, pending: 1, completed: 1, draft: 0, all: 2 });
 });
 
 test('[DOCUMENTS]: deleting pending documents should permanently remove it', async ({ page }) => {
@@ -207,11 +203,7 @@ test('[DOCUMENTS]: deleting pending documents should permanently remove it', asy
   await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
 
   // Check document counts.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentCounts(page, { inbox: 0, pending: 0, completed: 1, draft: 1, all: 2 });
 });
 
 test('[DOCUMENTS]: deleting completed documents as an owner should hide it from only the owner', async ({ page }) => {
@@ -239,11 +231,7 @@ test('[DOCUMENTS]: deleting completed documents as an owner should hide it from
 
   // Check document counts.
   await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 0);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentCounts(page, { inbox: 0, pending: 1, completed: 0, draft: 1, all: 2 });
 
   // Sign into the recipient account.
   await apiSignout({ page });
@@ -255,11 +243,7 @@ test('[DOCUMENTS]: deleting completed documents as an owner should hide it from
 
   // Check document counts.
   await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 1);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentCounts(page, { inbox: 1, pending: 0, completed: 1, draft: 0, all: 2 });
 });
 
 test('[DOCUMENTS]: deleting documents as a recipient should only hide it for them', async ({ page }) => {
@@ -300,11 +284,7 @@ test('[DOCUMENTS]: deleting documents as a recipient should only hide it for the
   // Check document counts.
   await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
   await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 0);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 0);
+  await checkDocumentCounts(page, { inbox: 0, pending: 0, completed: 0, draft: 0, all: 0 });
 
   // Sign into the sender account.
   await apiSignout({ page });
@@ -315,11 +295,7 @@ test('[DOCUMENTS]: deleting documents as a recipient should only hide it for the
   });
 
   // Check document counts for sender.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 3);
+  await checkDocumentCounts(page, { inbox: 0, pending: 1, completed: 1, draft: 1, all: 3 });
 
   // Sign into the other recipient account.
   await apiSignout({ page });
@@ -330,9 +306,5 @@ test('[DOCUMENTS]: deleting documents as a recipient should only hide it for the
   });
 
   // Check document counts for other recipient.
-  await checkDocumentTabCount(page, 'Inbox', 1);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentCounts(page, { inbox: 1, pending: 0, completed: 1, draft: 0, all: 2 });
 });

packages/app-tests/e2e/documents/find-documents.spec.ts

@@ -10,10 +10,17 @@ import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
 import { seedTeam, seedTeamEmail, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentStatus, DocumentVisibility, OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+import {
+  DocumentStatus,
+  DocumentVisibility,
+  OrganisationMemberRole,
+  RecipientRole,
+  SigningStatus,
+  TeamMemberRole,
+} from '@prisma/client';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
+import { checkDocumentCounts, checkDocumentTabCount, toggleDocumentSenderFilter } from '../fixtures/documents';
 
 test.describe.configure({
   mode: 'parallel',
@@ -54,10 +61,7 @@ test.describe('Find Documents UI - Personal Context', () => {
       redirectPath: `/t/${team.url}/documents`,
     });
 
-    await checkDocumentTabCount(page, 'All', 3);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'Pending', 1);
-    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentCounts(page, { draft: 1, pending: 1, completed: 1, all: 3 });
   });
 
   test('received documents from other teams should NOT appear in personal context', async ({ page }) => {
@@ -133,10 +137,9 @@ test.describe('Find Documents UI - Personal Context', () => {
       redirectPath: `/t/${ownerTeam.url}/documents`,
     });
 
-    // Inbox should be 0 since there's no team email and received docs are on sender's team
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    // Owner's own doc should still show in All
-    await checkDocumentTabCount(page, 'All', 1);
+    // Inbox should be 0 since there's no team email and received docs are on sender's team.
+    // Owner's own doc should still show in All.
+    await checkDocumentCounts(page, { inbox: 0, all: 1 });
     await expect(page.getByRole('link', { name: 'Owner Draft Control' })).toBeVisible();
   });
 
@@ -700,9 +703,8 @@ test.describe('Find Documents UI - Team with Team Email', () => {
       redirectPath: `/t/${team.url}/documents`,
     });
 
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    // But pending should still show
-    await checkDocumentTabCount(page, 'Pending', 1);
+    // Inbox should be 0, but pending should still show.
+    await checkDocumentCounts(page, { inbox: 0, pending: 1 });
   });
 
   test('documents sent BY team email user should appear in team context', async ({ page }) => {
@@ -803,12 +805,9 @@ test.describe('Find Documents UI - Data Isolation & No Leaking', () => {
     });
 
     // UserA should see only their own docs
-    await checkDocumentTabCount(page, 'All', 3);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentCounts(page, { draft: 1, completed: 1, all: 3 });
 
     // Verify no B docs leaked
-    await page.getByRole('tab', { name: 'All' }).click();
     await expect(page.getByRole('link', { name: 'A Own Draft' })).toBeVisible();
     await expect(page.getByRole('link', { name: 'B Draft Private', exact: true })).not.toBeVisible();
     await expect(page.getByRole('link', { name: 'B Pending Private', exact: true })).not.toBeVisible();
@@ -959,9 +958,9 @@ test.describe('Find Documents UI - Data Isolation & No Leaking', () => {
       redirectPath: `/t/${outsideTeam.url}/documents`,
     });
 
-    // Only the outside user's own draft should appear (cross-team docs are not visible)
-    await checkDocumentTabCount(page, 'Inbox', 0); // No team email → 0
-    await checkDocumentTabCount(page, 'All', 1); // Check All tab last so we can verify visible links
+    // Only the outside user's own draft should appear (cross-team docs are not visible).
+    // Inbox is 0 since there is no team email.
+    await checkDocumentCounts(page, { inbox: 0, all: 1 });
     await expect(page.getByRole('link', { name: 'Outside Own Draft' })).toBeVisible();
     await expect(page.getByRole('link', { name: 'Team Doc For Outside User', exact: true })).not.toBeVisible();
     await expect(page.getByRole('link', { name: 'Team Doc For Other User Only', exact: true })).not.toBeVisible();
@@ -1006,12 +1005,10 @@ test.describe('Find Documents UI - Tab Counts Consistency', () => {
       redirectPath: `/t/${ownerTeam.url}/documents`,
     });
 
-    // Only owner's own docs appear (received docs are on sender's team)
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'Pending', 1);
-    await checkDocumentTabCount(page, 'Inbox', 0); // No team email → inbox returns null → 0
-    await checkDocumentTabCount(page, 'Completed', 1); // Only owned completed (received is on sender's team)
-    await checkDocumentTabCount(page, 'All', 4); // 2 drafts + 1 pending + 1 completed
+    // Only owner's own docs appear (received docs are on sender's team).
+    // Inbox is 0 since there is no team email, and only the owned completed
+    // doc counts (received is on sender's team). All = 2 drafts + 1 pending + 1 completed.
+    await checkDocumentCounts(page, { inbox: 0, draft: 2, pending: 1, completed: 1, all: 4 });
   });
 
   test('team context tab counts should be accurate with mixed documents', async ({ page }) => {
@@ -1063,10 +1060,7 @@ test.describe('Find Documents UI - Tab Counts Consistency', () => {
       redirectPath: `/t/${team.url}/documents`,
     });
 
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'Pending', 1);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'All', 4);
+    await checkDocumentCounts(page, { draft: 2, pending: 1, completed: 1, all: 4 });
   });
 
   test('team with team email tab counts should include received documents', async ({ page }) => {
@@ -1100,11 +1094,9 @@ test.describe('Find Documents UI - Tab Counts Consistency', () => {
       redirectPath: `/t/${team.url}/documents`,
     });
 
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'Inbox', 1); // One pending doc received by team email (NOT_SIGNED)
-    await checkDocumentTabCount(page, 'Pending', 1); // Own pending
-    await checkDocumentTabCount(page, 'Completed', 1); // Received completed via email
-    await checkDocumentTabCount(page, 'All', 4); // All of the above
+    // Inbox = one pending doc received by team email (NOT_SIGNED), pending = own
+    // pending, completed = received completed via email, all = all of the above.
+    await checkDocumentCounts(page, { inbox: 1, draft: 1, pending: 1, completed: 1, all: 4 });
   });
 });
 
@@ -1156,12 +1148,139 @@ test.describe('Find Documents UI - Sender Filter', () => {
     await checkDocumentTabCount(page, 'All', 3);
 
     // Filter by member1
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
-    await page.getByRole('option', { name: member1.name ?? '' }).click();
-    await page.waitForURL(/senderIds/);
+    await toggleDocumentSenderFilter(page, member1.name ?? '');
 
     // Should only show member1's doc
     await checkDocumentTabCount(page, 'All', 1);
     await expect(page.getByRole('link', { name: 'Member1 Sent Doc' })).toBeVisible();
   });
 });
+
+test.describe('Find Documents UI - Rejected and Expired Tabs', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('rejected tab lists rejected documents and counts them independently', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    // A rejected document: envelope status REJECTED + a recipient who rejected.
+    const rejectedDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Rejected Doc' },
+    });
+    await prisma.envelope.update({
+      where: { id: rejectedDoc.id },
+      data: { status: DocumentStatus.REJECTED },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: rejectedDoc.id },
+      data: { signingStatus: SigningStatus.REJECTED },
+    });
+
+    // A plain pending document (noise — must not appear under Rejected).
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Plain Pending Doc' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    await checkDocumentTabCount(page, 'Rejected', 1);
+    await expect(page.getByRole('link', { name: 'Rejected Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Plain Pending Doc' })).not.toBeVisible();
+  });
+
+  test('expired tab lists documents with an expired recipient and shows empty state otherwise', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const expiredDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Active pending doc — recipient link not expired.
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Doc' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Expired doc is still PENDING, so it appears under both Pending and Expired.
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Expired', 1);
+    await expect(page.getByRole('link', { name: 'Expired Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Active Doc' })).not.toBeVisible();
+  });
+
+  test('expired tab excludes signed and CC recipients', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    // Expired but already signed — must NOT count as expired.
+    const signedDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Signed Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: signedDoc.id },
+      data: { expiresAt: PAST, signingStatus: SigningStatus.SIGNED },
+    });
+
+    // Expired but CC — must NOT count as expired.
+    const ccDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired CC Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: ccDoc.id },
+      data: { expiresAt: PAST, role: RecipientRole.CC },
+    });
+
+    // Expired, unsigned, non-CC — the only one that should appear.
+    const validDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Valid Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: validDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    await checkDocumentTabCount(page, 'Expired', 1);
+    await expect(page.getByRole('link', { name: 'Expired Valid Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Expired Signed Doc' })).not.toBeVisible();
+    await expect(page.getByRole('link', { name: 'Expired CC Doc' })).not.toBeVisible();
+  });
+
+  test('rejected and expired tabs show tailored empty states when nothing matches', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Just Pending' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // count === 0 asserts the empty-document-state is visible.
+    await checkDocumentTabCount(page, 'Rejected', 0);
+    await checkDocumentTabCount(page, 'Expired', 0);
+  });
+});

packages/app-tests/e2e/envelope-editor-v2/envelope-direct-template-validation.spec.ts

@@ -0,0 +1,76 @@
+import { seedDirectTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+
+import { apiSignin } from '../fixtures/authentication';
+import { clickEnvelopeEditorStep } from '../fixtures/envelope-editor';
+
+const INVALID_DIRECT_TEMPLATE_ALERT_TITLE = 'Invalid direct link template';
+
+/**
+ * Place a field on the PDF canvas in the envelope editor.
+ */
+const placeFieldOnPdf = async (root: Page, fieldName: 'Signature' | 'Text', position: { x: number; y: number }) => {
+  await root.getByRole('button', { name: fieldName, exact: true }).click();
+
+  const canvas = root.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible();
+  await canvas.click({ position });
+};
+
+/**
+ * Seed a V2 direct template and open it in the native template editor.
+ *
+ * Only the native template editor is covered here: direct links only exist
+ * for templates and are not part of the embedded editor surfaces.
+ */
+const openDirectTemplateEditor = async (page: Page, options: { createDirectRecipientSignatureField: boolean }) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: `E2E Direct Template Validation ${Date.now()}`,
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createDirectRecipientSignatureField: options.createDirectRecipientSignatureField,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates/${template.id}/edit`,
+  });
+
+  return { user, team, template };
+};
+
+test.describe('template editor', () => {
+  test('shows invalid direct template warning when a signer has no signature field', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
+
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
+    await expect(page.getByText('are missing a signature field')).toBeVisible();
+  });
+
+  test('does not show the warning when all signers have signature fields', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: true });
+
+    // Wait for the editor to render before asserting the banner is absent.
+    await expect(page.getByTestId('envelope-editor-step-upload')).toBeVisible();
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible();
+  });
+
+  test('warning disappears after placing a signature field', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
+
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
+
+    // Place a signature field for the direct recipient (auto-selected single recipient).
+    await clickEnvelopeEditorStep(page, 'addFields');
+    await expect(page.locator('.konva-container canvas').first()).toBeVisible();
+    await placeFieldOnPdf(page, 'Signature', { x: 120, y: 140 });
+
+    // The banner clears once the field is autosaved and the envelope state updates.
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible({ timeout: 15_000 });
+  });
+});

packages/app-tests/e2e/envelope-editor-v2/envelope-recipient-autosave-race.spec.ts

@@ -0,0 +1,199 @@
+import { prisma } from '@documenso/prisma';
+import { expect, type Page, test } from '@playwright/test';
+
+import {
+  clickAddSignerButton,
+  clickEnvelopeEditorStep,
+  getRecipientEmailInputs,
+  openDocumentEnvelopeEditor,
+  setRecipientEmail,
+  setRecipientName,
+  type TEnvelopeEditorSurface,
+} from '../fixtures/envelope-editor';
+
+/**
+ * Reproduction for the recipient autosave race condition.
+ *
+ * Symptom (production only, where there is real network lag):
+ *   1. The author adds a recipient and types its name/email.
+ *   2. They navigate to the "Add Fields" step.
+ *   3. The recipient selector shows the default "Recipient 1" placeholder
+ *      instead of the recipient they just typed, and the typed name/email is
+ *      silently lost.
+ *
+ * Theory (see packages/lib/client-only/hooks/use-envelope-autosave.ts):
+ *   When the author navigates, `flushAutosave()` is awaited before the Add
+ *   Fields page renders. If an *earlier* (empty) recipient save is still
+ *   in-flight at that moment, `flush()` awaits that in-flight save and returns
+ *   WITHOUT committing the newer typed data sitting in `lastArgsRef` (whose
+ *   debounce timer it just cleared). The typed data is dropped, the empty
+ *   recipient persists, and the selector renders "Recipient 1".
+ *
+ * This only happens when a save is still in-flight at navigation time, which is
+ * why it never reproduces locally (fast saves) but does on a laggy network.
+ *
+ * The test below simulates that lag by holding the first `envelope.recipient.set`
+ * request open. It asserts the CORRECT behaviour (typed recipient survives), so
+ * it is RED while the bug exists and GREEN once the autosave hook is fixed.
+ */
+
+const RECIPIENT_SET_PROCEDURE = 'envelope.recipient.set';
+
+// How long to hold the first recipient autosave "in-flight" to emulate prod lag.
+const SIMULATED_NETWORK_LAG_MS = 5000;
+
+const FIRST_RECIPIENT = {
+  name: 'Alice Author',
+  email: 'alice-autosave-race@example.com',
+};
+
+const SECOND_RECIPIENT = {
+  name: 'Bob Builder',
+  email: 'bob-autosave-race@example.com',
+};
+
+type RecipientSetLagHandle = {
+  /** Resolves the instant the first recipient.set request is in-flight on the client. */
+  firstRecipientSetInFlight: Promise<void>;
+  /** Raw request bodies of every recipient.set call we intercepted. */
+  recipientSetRequestBodies: string[];
+};
+
+/**
+ * Installs a fake "production network lag" on the recipient autosave mutation.
+ *
+ * Only the FIRST recipient.set request is held open for `lagMs` (this is the save
+ * that must still be in-flight at navigation time for the race to occur). It
+ * resolves `firstRecipientSetInFlight` the instant it is intercepted so the test
+ * can keep typing while that save is pending. Subsequent recipient.set requests
+ * (e.g. the follow-up save the fixed hook issues) are forwarded immediately so the
+ * test does not pay the lag twice.
+ */
+const installRecipientSetLag = async (page: Page, lagMs: number): Promise<RecipientSetLagHandle> => {
+  let markFirstInFlight: () => void = () => {};
+
+  const firstRecipientSetInFlight = new Promise<void>((resolve) => {
+    markFirstInFlight = resolve;
+  });
+
+  const recipientSetRequestBodies: string[] = [];
+
+  await page.route('**/api/trpc/**', async (route) => {
+    const request = route.request();
+
+    if (request.method() !== 'POST' || !request.url().includes(RECIPIENT_SET_PROCEDURE)) {
+      await route.continue();
+      return;
+    }
+
+    const callIndex = recipientSetRequestBodies.length + 1;
+    recipientSetRequestBodies.push(request.postData() ?? '');
+
+    if (callIndex === 1) {
+      // eslint-disable-next-line no-console
+      console.log(`[test] holding first ${RECIPIENT_SET_PROCEDURE} for ${lagMs}ms (simulated network lag)`);
+
+      // The empty save is now in-flight from the client's perspective.
+      markFirstInFlight();
+
+      await new Promise((resolve) => setTimeout(resolve, lagMs));
+    } else {
+      // eslint-disable-next-line no-console
+      console.log(`[test] forwarding ${RECIPIENT_SET_PROCEDURE} #${callIndex} (no lag)`);
+    }
+
+    await route.continue();
+  });
+
+  return { firstRecipientSetInFlight, recipientSetRequestBodies };
+};
+
+const assertEnvelopeRecipientsPersisted = async (surface: TEnvelopeEditorSurface) => {
+  if (!surface.envelopeId) {
+    throw new Error('Expected the document editor surface to have an envelopeId');
+  }
+
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: surface.envelopeId },
+    include: {
+      recipients: {
+        orderBy: { signingOrder: 'asc' },
+      },
+    },
+  });
+
+  const persistedEmails = envelope.recipients.map((recipient) => recipient.email).filter(Boolean);
+
+  // eslint-disable-next-line no-console
+  console.log(
+    '[test] persisted recipients:',
+    JSON.stringify(
+      envelope.recipients.map((recipient) => ({ name: recipient.name, email: recipient.email })),
+      null,
+      2,
+    ),
+  );
+
+  expect(persistedEmails).toContain(FIRST_RECIPIENT.email);
+  expect(persistedEmails).toContain(SECOND_RECIPIENT.email);
+};
+
+test.describe('envelope editor recipient autosave race (network lag)', () => {
+  test('document editor: typed recipient survives navigation to Add Fields', async ({ page }) => {
+    const surface = await openDocumentEnvelopeEditor(page);
+
+    const { firstRecipientSetInFlight, recipientSetRequestBodies } = await installRecipientSetLag(
+      page,
+      SIMULATED_NETWORK_LAG_MS,
+    );
+
+    // 1. Add a second signer row. A blank document already has one empty default
+    //    signer, so this schedules an autosave of TWO empty recipients
+    //    (name='' / email='') - this is the save that will be in-flight.
+    await clickAddSignerButton(surface.root);
+    await expect(getRecipientEmailInputs(surface.root)).toHaveCount(2);
+
+    // 2. Wait until that empty autosave is actually in-flight on the client. This
+    //    is the precondition the bug needs: a slow save holding the autosave lock.
+    await firstRecipientSetInFlight;
+
+    // 3. The author now fills in the recipients they are adding.
+    await setRecipientName(surface.root, 0, FIRST_RECIPIENT.name);
+    await setRecipientEmail(surface.root, 0, FIRST_RECIPIENT.email);
+    await setRecipientName(surface.root, 1, SECOND_RECIPIENT.name);
+    await setRecipientEmail(surface.root, 1, SECOND_RECIPIENT.email);
+
+    // 4. Immediately navigate to Add Fields (before the typed data's debounce
+    //    fires). flushAutosave() awaits the in-flight EMPTY save; with the bug
+    //    present it returns without ever committing the typed data.
+    await clickEnvelopeEditorStep(surface.root, 'addFields');
+
+    // 5. Wait for the Add Fields page to render (after the lagged flush resolves).
+    await expect(surface.root.getByText('Selected Recipient')).toBeVisible({
+      timeout: SIMULATED_NETWORK_LAG_MS + 15000,
+    });
+
+    // Diagnostics - the request bodies show what actually reached the server.
+    // Buggy: only the first (empty) save is ever sent. Fixed: a follow-up save
+    // carrying the typed recipients is sent too.
+    // eslint-disable-next-line no-console
+    console.log('\n===== AUTOSAVE RACE DIAGNOSTICS =====');
+    // eslint-disable-next-line no-console
+    console.log(`recipient.set requests sent to server: ${recipientSetRequestBodies.length}`);
+    // eslint-disable-next-line no-console
+    console.log(
+      `server ever received "${FIRST_RECIPIENT.email}": ${recipientSetRequestBodies.some((body) => body.includes(FIRST_RECIPIENT.email))}`,
+    );
+    // eslint-disable-next-line no-console
+    console.log('=====================================\n');
+
+    // 6. THE USER-VISIBLE BUG: the selected recipient must be the one we typed
+    //    (Alice), not the default "Recipient 1" placeholder.
+    const selectedRecipientSection = surface.root.locator('section').filter({ hasText: 'Selected Recipient' });
+
+    await expect(selectedRecipientSection.getByRole('combobox')).toContainText(FIRST_RECIPIENT.name);
+
+    // 7. THE DATA LOSS: the typed recipients must actually be persisted.
+    await assertEnvelopeRecipientsPersisted(surface);
+  });
+});

packages/app-tests/e2e/envelope-editor-v2/envelope-recipient-cc-order.spec.ts

@@ -0,0 +1,155 @@
+import { nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+import {
+  assertRecipientRole,
+  getRecipientEmailInputs,
+  getRecipientRows,
+  getSigningOrderInputs,
+  openDocumentEnvelopeEditor,
+  setRecipientEmail,
+  setRecipientName,
+  setRecipientRole,
+  toggleSigningOrder,
+} from '../fixtures/envelope-editor';
+
+const SIGNER_A = { email: 'cc-order-signer-a@example.com', name: 'Signer A' };
+const SIGNER_B = { email: 'cc-order-signer-b@example.com', name: 'Signer B' };
+const CC_RECIPIENT = { email: 'cc-order-cc@example.com', name: 'CC Recipient' };
+
+const assertCcDisplayedLastWithNoOrderInput = async (root: Page) => {
+  // CC recipient is displayed last despite being added/stored mid-list.
+  await expect(getRecipientEmailInputs(root)).toHaveCount(3);
+  await expect(getRecipientEmailInputs(root).nth(0)).toHaveValue(SIGNER_A.email);
+  await expect(getRecipientEmailInputs(root).nth(1)).toHaveValue(SIGNER_B.email);
+  await expect(getRecipientEmailInputs(root).nth(2)).toHaveValue(CC_RECIPIENT.email);
+
+  await assertRecipientRole(root, 0, 'Needs to sign');
+  await assertRecipientRole(root, 1, 'Needs to sign');
+  await assertRecipientRole(root, 2, 'Receives copy');
+
+  // Only the two signers have signing order inputs, showing 1 and 2.
+  await expect(getSigningOrderInputs(root)).toHaveCount(2);
+  await expect(getSigningOrderInputs(root).nth(0)).toHaveValue('1');
+  await expect(getSigningOrderInputs(root).nth(1)).toHaveValue('2');
+
+  // The CC row itself renders no signing order input (placeholder div instead).
+  const ccRow = getRecipientRows(root).nth(2);
+  await expect(ccRow.locator('[data-testid="signing-order-input"]')).toHaveCount(0);
+};
+
+test.describe('document editor', () => {
+  test('CC recipient added mid-list is displayed last with no signing order input', async ({ page }) => {
+    const surface = await openDocumentEnvelopeEditor(page);
+    const { root } = surface;
+
+    await toggleSigningOrder(root, true);
+
+    // Add signer A into the initial empty row.
+    await setRecipientEmail(root, 0, SIGNER_A.email);
+    await setRecipientName(root, 0, SIGNER_A.name);
+
+    // Add the CC recipient second.
+    await root.getByRole('button', { name: 'Add Signer' }).click();
+    await setRecipientEmail(root, 1, CC_RECIPIENT.email);
+    await setRecipientName(root, 1, CC_RECIPIENT.name);
+    await setRecipientRole(root, 1, 'Receives copy');
+
+    // Once the row becomes CC, its signing order input disappears.
+    await expect(getSigningOrderInputs(root)).toHaveCount(1);
+
+    // Add signer B third. The new row is inserted before the CC recipient,
+    // which is kept last by the client-side sorting.
+    await root.getByRole('button', { name: 'Add Signer' }).click();
+    await expect(getRecipientEmailInputs(root).nth(2)).toHaveValue(CC_RECIPIENT.email);
+
+    await setRecipientEmail(root, 1, SIGNER_B.email);
+    await setRecipientName(root, 1, SIGNER_B.name);
+
+    await assertCcDisplayedLastWithNoOrderInput(root);
+
+    // The editor autosaves with a debounce, poll the DB until all three
+    // recipients have been persisted before reloading the page.
+    await expect
+      .poll(
+        async () => {
+          const recipients = await prisma.recipient.findMany({
+            where: { envelopeId: surface.envelopeId },
+          });
+
+          return recipients.length;
+        },
+        { timeout: 15_000 },
+      )
+      .toBe(3);
+
+    // Reload the editor and assert the CC recipient is still displayed last.
+    await root.reload();
+    await expect(root.getByRole('heading', { name: 'Recipients' })).toBeVisible();
+
+    await assertCcDisplayedLastWithNoOrderInput(root);
+  });
+
+  test('CC recipient seeded with mid-list signing order is displayed last', async ({ page }) => {
+    const { user, team } = await seedUser();
+
+    const document = await seedBlankDocument(user, team.id, {
+      internalVersion: 2,
+    });
+
+    // Seed a CC recipient directly in the DB with a mid-list signing order
+    // (2 of 3) BEFORE opening the editor, so the editor's autosave cannot
+    // race with the seeded recipients, and assert the editor renders it last.
+    await prisma.envelope.update({
+      where: { id: document.id },
+      data: {
+        documentMeta: {
+          update: { signingOrder: DocumentSigningOrder.SEQUENTIAL },
+        },
+        recipients: {
+          createMany: {
+            data: [
+              {
+                email: SIGNER_A.email,
+                name: SIGNER_A.name,
+                token: nanoid(),
+                role: RecipientRole.SIGNER,
+                signingOrder: 1,
+              },
+              {
+                email: CC_RECIPIENT.email,
+                name: CC_RECIPIENT.name,
+                token: nanoid(),
+                role: RecipientRole.CC,
+                signingOrder: 2,
+              },
+              {
+                email: SIGNER_B.email,
+                name: SIGNER_B.name,
+                token: nanoid(),
+                role: RecipientRole.SIGNER,
+                signingOrder: 3,
+              },
+            ],
+          },
+        },
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit?step=uploadAndRecipients`,
+    });
+
+    await expect(page.getByRole('heading', { name: 'Recipients' })).toBeVisible();
+
+    await assertCcDisplayedLastWithNoOrderInput(page);
+  });
+});

packages/app-tests/e2e/envelopes/envelope-expiration-settings.spec.ts

@@ -15,11 +15,11 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   await apiSignin({
     page,
     email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/document`,
+    redirectPath: `/o/${organisation.url}/settings/reminders`,
   });
 
   // Wait for the form to load.
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+  await expect(page.getByTestId('envelope-expiration-mode')).toBeVisible();
 
   // Change the amount to 2.
   const amountInput = page.getByTestId('envelope-expiration-amount');
@@ -36,7 +36,7 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   await page.getByRole('option', { name: 'Weeks' }).click();
 
   await page.getByRole('button', { name: 'Save changes' }).first().click();
-  await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
+  await expect(page.getByText('Your reminder preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
   const orgSettings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
@@ -54,18 +54,18 @@ test('[ENVELOPE_EXPIRATION]: disable expiration at organisation level', async ({
   await apiSignin({
     page,
     email: user.email,
-    redirectPath: `/o/${organisation.url}/settings/document`,
+    redirectPath: `/o/${organisation.url}/settings/reminders`,
   });
 
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
-
   // Find the mode select (shows "Custom duration") and change to "Never expires".
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
+  await expect(modeTrigger).toBeVisible();
+
   await modeTrigger.click();
   await page.getByRole('option', { name: 'Never expires' }).click();
 
   await page.getByRole('button', { name: 'Save changes' }).first().click();
-  await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
+  await expect(page.getByText('Your reminder preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
   const orgSettings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
@@ -106,11 +106,9 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
   await apiSignin({
     page,
     email: user.email,
-    redirectPath: `/t/${team.url}/settings/document`,
+    redirectPath: `/t/${team.url}/settings/reminders`,
   });
 
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
-
   // The expiration picker mode select should show "Inherit from organisation" by default.
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
   await expect(modeTrigger).toBeVisible();
@@ -129,7 +127,7 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
   await page.getByRole('option', { name: 'Days' }).click();
 
   await page.getByRole('button', { name: 'Save changes' }).first().click();
-  await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
+  await expect(page.getByText('Your reminder preferences have been updated').first()).toBeVisible();
 
   // Verify team setting is overridden.
   const teamSettings = await getTeamSettings({ teamId: team.id });

packages/app-tests/e2e/envelopes/envelope-expiration-signing.spec.ts

@@ -1,9 +1,11 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { prisma } from '@documenso/prisma';
 import { FieldType } from '@documenso/prisma/client';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, test } from '@playwright/test';
+import { type APIRequestContext, expect, test } from '@playwright/test';
 
+import { apiSeedPendingDocument } from '../fixtures/api-seeds';
 import { apiSignin } from '../fixtures/authentication';
 import { signSignaturePad } from '../fixtures/signature';
 
@@ -128,3 +130,82 @@ test('[ENVELOPE_EXPIRATION]: expired recipient cannot complete signing', async (
     }).toPass({ timeout: 10_000 });
   }
 });
+
+const trpcMutation = async (request: APIRequestContext, procedure: string, input: Record<string, unknown>) => {
+  return await request.post(`${NEXT_PUBLIC_WEBAPP_URL()}/api/trpc/${procedure}`, {
+    headers: { 'content-type': 'application/json' },
+    data: JSON.stringify({ json: input }),
+  });
+};
+
+/**
+ * The signing page loader only redirects expired recipients, which a direct API call
+ * bypasses. The tests above exercise the V1 signing path; this covers the V2 route
+ * (`envelope.field.sign`), which must reject on the server regardless of the UI.
+ */
+test('[ENVELOPE_EXPIRATION]: expired recipient cannot sign a field via the V2 API', async ({ request }) => {
+  const { envelope, distributeResult } = await apiSeedPendingDocument(request, {
+    title: '[TEST] Expired recipient V2 signing',
+    recipients: [
+      {
+        email: `expired-v2-${Date.now()}@test.documenso.com`,
+        name: 'Expired Signer',
+        role: 'SIGNER',
+        signingOrder: 1,
+      },
+    ],
+    fieldsPerRecipient: [
+      [
+        { type: FieldType.SIGNATURE, page: 1, positionX: 5, positionY: 5, width: 5, height: 5 },
+        { type: FieldType.TEXT, page: 1, positionX: 5, positionY: 15, width: 5, height: 5 },
+      ],
+    ],
+  });
+
+  const recipient = distributeResult.recipients[0];
+
+  const seededEnvelope = await prisma.envelope.findUniqueOrThrow({
+    where: { id: envelope.id },
+    include: { fields: true },
+  });
+
+  const textField = seededEnvelope.fields.find((field) => field.type === FieldType.TEXT);
+
+  if (!textField) {
+    throw new Error('TEXT field not found on the seeded envelope');
+  }
+
+  // Sanity check: the recipient can sign while the signing window is open.
+  const beforeExpiry = await trpcMutation(request, 'envelope.field.sign', {
+    token: recipient.token,
+    fieldId: textField.id,
+    fieldValue: { type: FieldType.TEXT, value: 'before' },
+  });
+
+  expect(beforeExpiry.ok()).toBeTruthy();
+
+  await prisma.field.update({
+    where: { id: textField.id },
+    data: { inserted: false, customText: '' },
+  });
+
+  await prisma.recipient.update({
+    where: { id: recipient.id },
+    data: { expiresAt: new Date(Date.now() - 60_000) },
+  });
+
+  const afterExpiry = await trpcMutation(request, 'envelope.field.sign', {
+    token: recipient.token,
+    fieldId: textField.id,
+    fieldValue: { type: FieldType.TEXT, value: 'after' },
+  });
+
+  expect(afterExpiry.ok()).toBeFalsy();
+
+  const fieldAfter = await prisma.field.findUniqueOrThrow({
+    where: { id: textField.id },
+  });
+
+  expect(fieldAfter.inserted).toBe(false);
+  expect(fieldAfter.customText).toBe('');
+});

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -313,20 +313,14 @@ test.describe('Signing Certificate Tests', () => {
     await apiSignin({
       page,
       email: owner.email,
-      redirectPath: `/t/${team.url}/settings/document`,
+      redirectPath: `/t/${team.url}/settings/certificates`,
     });
 
-    await page
-      .getByRole('group')
-      .locator('div')
-      .filter({ hasText: 'Include the Signing' })
-      .getByRole('combobox')
-      .click();
+    await page.getByTestId('include-signing-certificate-trigger').click();
     await page.getByRole('option', { name: 'No' }).click();
 
     await page.getByRole('button', { name: 'Save changes' }).first().click();
-
-    await page.waitForTimeout(1000);
+    await expect(page.getByText('Your certificate preferences have been updated').first()).toBeVisible();
 
     // Verify the setting was saved
     const updatedTeam = await prisma.team.findFirstOrThrow({
@@ -337,23 +331,21 @@ test.describe('Signing Certificate Tests', () => {
     expect(updatedTeam.teamGlobalSettings?.includeSigningCertificate).toBe(false);
 
     // Toggle the setting back to true
-    await page
-      .getByRole('group')
-      .locator('div')
-      .filter({ hasText: 'Include the Signing' })
-      .getByRole('combobox')
-      .click();
+    await page.getByTestId('include-signing-certificate-trigger').click();
     await page.getByRole('option', { name: 'Yes' }).click();
     await page.getByRole('button', { name: 'Save changes' }).first().click();
 
-    await page.waitForTimeout(1000);
+    // The toast from the first save may still be visible, so poll the database
+    // for the saved value instead of waiting on UI signals.
+    await expect
+      .poll(async () => {
+        const updatedTeam = await prisma.team.findFirstOrThrow({
+          where: { id: team.id },
+          include: { teamGlobalSettings: true },
+        });
 
-    // Verify the setting was saved
-    const updatedTeam2 = await prisma.team.findFirstOrThrow({
-      where: { id: team.id },
-      include: { teamGlobalSettings: true },
-    });
-
-    expect(updatedTeam2.teamGlobalSettings?.includeSigningCertificate).toBe(true);
+        return updatedTeam.teamGlobalSettings?.includeSigningCertificate;
+      })
+      .toBe(true);
   });
 });

packages/app-tests/e2e/fixtures/command-menu.ts

@@ -0,0 +1,18 @@
+import type { Page } from '@playwright/test';
+import { expect } from '@playwright/test';
+
+/**
+ * Opens the app command menu via the keyboard shortcut.
+ *
+ * Retries the shortcut until the menu appears since the keypress is a no-op
+ * when it happens before the page has hydrated.
+ *
+ * @param placeholder The search input placeholder to wait for, which differs
+ *   between admin and non-admin users.
+ */
+export const openCommandMenu = async (page: Page, placeholder: string) => {
+  await expect(async () => {
+    await page.keyboard.press('Meta+K');
+    await expect(page.getByPlaceholder(placeholder).first()).toBeVisible({ timeout: 1_000 });
+  }).toPass({ timeout: 15_000 });
+};

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

@@ -1,11 +1,116 @@
 import type { Page } from '@playwright/test';
 import { expect } from '@playwright/test';
 
-export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
-  await page.getByRole('tab', { name: tabName }).click();
+type DocumentStatusCounts = {
+  inbox?: number;
+  pending?: number;
+  completed?: number;
+  draft?: number;
+  cancelled?: number;
+  rejected?: number;
+  expired?: number;
+  all?: number;
+};
 
-  if (tabName !== 'All') {
-    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+const STATUS_KEYS = {
+  inbox: 'INBOX',
+  pending: 'PENDING',
+  completed: 'COMPLETED',
+  draft: 'DRAFT',
+  cancelled: 'CANCELLED',
+  rejected: 'REJECTED',
+  expired: 'EXPIRED',
+  all: 'ALL',
+} as const;
+
+/**
+ * Check the counts for multiple document statuses in one go via the
+ * visually hidden stats rendered alongside the status filter.
+ *
+ * When `all` is provided the status filter is also cleared and the
+ * unfiltered table count (or empty state) is verified.
+ */
+export const checkDocumentCounts = async (page: Page, counts: DocumentStatusCounts) => {
+  for (const [key, status] of Object.entries(STATUS_KEYS)) {
+    const count = counts[key as keyof typeof STATUS_KEYS];
+
+    if (count === undefined) {
+      continue;
+    }
+
+    await expect(page.getByTestId(`documents-status-count-${status}`)).toHaveText(count.toString());
+  }
+
+  if (counts.all !== undefined) {
+    await clearDocumentStatusFilter(page);
+
+    if (counts.all === 0) {
+      await expect(page.getByTestId('empty-document-state')).toBeVisible();
+      return;
+    }
+
+    await expect(page.getByTestId('data-table-count')).toContainText(`Showing ${counts.all}`);
+  }
+};
+
+/**
+ * Select a status in the documents status filter pill.
+ *
+ * No-op if the status is already selected, since selecting the active
+ * option again would clear the filter.
+ */
+export const selectDocumentStatusFilter = async (page: Page, statusName: string) => {
+  const currentStatus = new URL(page.url()).searchParams.get('status');
+
+  if (currentStatus === statusName.toUpperCase()) {
+    return;
+  }
+
+  await page.getByTestId('documents-table-status-filter').click();
+  await page.getByRole('option', { name: statusName }).click();
+};
+
+/**
+ * Toggle a sender in the documents sender filter pill.
+ *
+ * The sender filter is a multi select, so the popover stays open after
+ * picking and is closed with Escape.
+ */
+export const toggleDocumentSenderFilter = async (page: Page, senderName: string) => {
+  await page.getByTestId('documents-table-sender-filter').click();
+  await page.getByRole('option', { name: senderName }).click();
+  await page.waitForURL(/senderIds/);
+  await page.keyboard.press('Escape');
+};
+
+/**
+ * Clear the documents status filter pill, returning to the "All" view.
+ */
+export const clearDocumentStatusFilter = async (page: Page) => {
+  const currentStatus = new URL(page.url()).searchParams.get('status');
+
+  if (!currentStatus) {
+    return;
+  }
+
+  await page.getByTestId('documents-table-status-filter').click();
+  await page.getByRole('option', { name: 'Clear' }).click();
+};
+
+/**
+ * Apply a status filter (or 'All' to clear it) and verify both the hidden
+ * stats count and the resulting table.
+ *
+ * The count is not asserted against the stats for 'All', since tests use it
+ * with search queries applied which only the table respects.
+ */
+export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
+  if (tabName === 'All') {
+    await clearDocumentStatusFilter(page);
+  } else {
+    await expect(page.getByTestId(`documents-status-count-${tabName.toUpperCase()}`)).toHaveText(count.toString());
+
+    await selectDocumentStatusFilter(page, tabName);
   }
 
   if (count === 0) {

packages/app-tests/e2e/organisations/organisation-team-preferences.spec.ts

@@ -35,12 +35,24 @@ test('[ORGANISATIONS]: manage document preferences', async ({ page }) => {
   await page.getByTestId('signature-types-trigger').click();
   await page.getByRole('option', { name: 'Draw' }).click();
   await page.getByRole('option', { name: 'Upload' }).click();
+  await page.keyboard.press('Escape');
+
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
+
+  // Sender details moved to the email preferences page.
+  await page.goto(`/o/${organisation.url}/settings/email`);
   await page.getByTestId('include-sender-details-trigger').click();
   await page.getByRole('option', { name: 'No' }).click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
+
+  // The signing certificate toggle moved to the certificates page.
+  await page.goto(`/o/${organisation.url}/settings/certificates`);
   await page.getByTestId('include-signing-certificate-trigger').click();
   await page.getByRole('option', { name: 'No' }).click();
   await page.getByRole('button', { name: 'Save changes' }).first().click();
-  await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
+  await expect(page.getByText('Your certificate preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
     teamId: team.id,
@@ -236,8 +248,14 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Reply to email' }).click();
   await page.getByRole('textbox', { name: 'Reply to email' }).fill('team@example.com');
 
-  // Change email document settings inheritance to controlled
-  await page.getByRole('combobox').filter({ hasText: 'Inherit from organisation' }).click();
+  // Change email document settings inheritance to controlled. Scope to the
+  // email-document-settings field — the sender-details select on this page also
+  // renders an "Inherit from organisation" value.
+  await page
+    .getByTestId('inheritable-email-document-settings')
+    .getByRole('combobox')
+    .filter({ hasText: 'Inherit from organisation' })
+    .click();
   await page.getByRole('option', { name: 'Override organisation settings' }).click();
 
   // Update some email settings

packages/app-tests/e2e/public-profiles/public-profiles.spec.ts

@@ -6,6 +6,7 @@ import { expect, test } from '@playwright/test';
 
 import { apiSignin } from '../fixtures/authentication';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
+import { signSignaturePad } from '../fixtures/signature';
 
 test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -73,11 +74,53 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   await expect(page.locator('body')).toContainText('public-direct-template-title');
   await expect(page.locator('body')).toContainText('public-direct-template-description');
 
+  const directSignatureField = directTemplate.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
   await page.getByRole('link', { name: 'Sign' }).click();
   await page.getByRole('button', { name: 'Continue' }).click();
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
   await page.getByRole('button', { name: 'Complete' }).click();
   await page.getByRole('button', { name: 'Sign' }).click();
 
   await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
   await expect(page.getByRole('heading')).toContainText('Document Signed');
 });
+
+test('[PUBLIC_PROFILE]: empty-profile settings hint only shows to team managers', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  // Enable the team's public profile with no linked templates so the empty
+  // state (and its "manage your profile" hint) renders.
+  await prisma.teamProfile.upsert({
+    where: { teamId: team.id },
+    update: { enabled: true },
+    create: { teamId: team.id, enabled: true },
+  });
+
+  // The team owner manages the team → sees the hint linking straight to the
+  // team's public-profile settings.
+  await apiSignin({ page, email: user.email });
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${team.url}`);
+
+  const settingsLink = page.getByRole('link', { name: 'public profile settings' });
+  await expect(settingsLink).toBeVisible();
+  await expect(settingsLink).toHaveAttribute('href', `/t/${team.url}/settings/public-profile`);
+
+  // A different signed-in user who doesn't manage this team sees the empty state
+  // but no settings hint.
+  const { user: stranger } = await seedUser();
+
+  await apiSignin({ page, email: stranger.email });
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${team.url}`);
+
+  await expect(page.getByText("hasn't added any documents")).toBeVisible();
+  await expect(page.getByRole('link', { name: 'public profile settings' })).toHaveCount(0);
+});

packages/app-tests/e2e/settings/preferred-team-cookie.spec.ts

@@ -0,0 +1,82 @@
+import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
+import { seedTeam } from '@documenso/prisma/seed/teams';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { OrganisationMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const readPreferredTeamUrl = async (page: Page) => {
+  const cookies = await page.context().cookies();
+
+  return cookies.find((cookie) => cookie.name === 'preferred-team-url')?.value ?? null;
+};
+
+/**
+ * Two organisations the signed-in user administers, each with its own team.
+ */
+const seedTwoOrganisations = async () => {
+  const { owner, team: teamA, organisation: orgA } = await seedTeam();
+  const { organisation: orgB, team: teamB } = await seedTeam();
+
+  await seedOrganisationMembers({
+    members: [{ email: owner.email, organisationRole: OrganisationMemberRole.ADMIN }],
+    organisationId: orgB.id,
+  });
+
+  return { owner, orgA, teamA, orgB, teamB };
+};
+
+const switchOrganisationInSettings = async (page: Page, organisationUrl: string) => {
+  const sidebar = page.getByTestId('unified-settings-sidebar');
+
+  await sidebar.getByTestId('settings-org-switcher-trigger').click();
+  await page.getByTestId(`settings-org-switcher-item-${organisationUrl}`).click();
+  await page.waitForURL(`/o/${organisationUrl}/settings/general`);
+};
+
+test.describe('Preferred team cookie', () => {
+  test('switching organisation in settings records a team from that organisation', async ({ page }) => {
+    const { owner, teamA, orgB, teamB } = await seedTwoOrganisations();
+
+    await apiSignin({ page, email: owner.email });
+
+    await page.goto(`/t/${teamA.url}/settings/general`);
+    expect(await readPreferredTeamUrl(page)).toBe(teamA.url);
+
+    await switchOrganisationInSettings(page, orgB.url);
+
+    // Recorded by the settings layout, which posts asynchronously rather than blocking the
+    // navigation, so the swap lands shortly after the URL changes.
+    await expect.poll(() => readPreferredTeamUrl(page)).toBe(teamB.url);
+  });
+
+  test('app root redirects into the organisation last selected in settings', async ({ page }) => {
+    const { owner, teamA, orgB, teamB } = await seedTwoOrganisations();
+
+    await apiSignin({ page, email: owner.email });
+
+    await page.goto(`/t/${teamA.url}/settings/general`);
+    await switchOrganisationInSettings(page, orgB.url);
+
+    await expect.poll(() => readPreferredTeamUrl(page)).toBe(teamB.url);
+
+    await page.goto('/');
+    await expect(page).toHaveURL(`/t/${teamB.url}/documents`);
+  });
+
+  test('switching team in settings records the newly selected team', async ({ page }) => {
+    const { owner, teamA, orgB, teamB } = await seedTwoOrganisations();
+
+    await apiSignin({ page, email: owner.email });
+
+    await page.goto(`/t/${teamB.url}/settings/general`);
+    expect(await readPreferredTeamUrl(page)).toBe(teamB.url);
+
+    await page.goto(`/t/${teamA.url}/settings/general`);
+    expect(await readPreferredTeamUrl(page)).toBe(teamA.url);
+
+    await page.goto('/');
+    await expect(page).toHaveURL(`/t/${teamA.url}/documents`);
+  });
+});

packages/app-tests/e2e/settings/unified-settings.spec.ts

@@ -0,0 +1,554 @@
+import { createTeam } from '@documenso/lib/server-only/team/create-team';
+import { nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { TeamMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+/**
+ * Every seeded user is given their own organisation. Removing it leaves the user with only
+ * the access that was explicitly granted, which is how we reach the "team access only" and
+ * "no organisations at all" states.
+ */
+const deleteOwnedOrganisations = async (userId: number) => {
+  await prisma.organisation.deleteMany({
+    where: {
+      ownerUserId: userId,
+    },
+  });
+};
+
+test.describe('Unified Settings', () => {
+  test('shows both groups for the team owner at team scope', async ({ page }) => {
+    const { owner, team, organisation } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    const groups = sidebar.getByTestId('unified-settings-sidebar-group');
+    // Organisation + Team groups, plus the always-visible Account group.
+    await expect(groups).toHaveCount(3);
+
+    await expect(sidebar.getByTestId('settings-org-switcher-trigger')).toContainText(organisation.name);
+    await expect(sidebar.getByTestId('settings-team-switcher-trigger')).toContainText(team.name);
+
+    // Nav item labels are lingui `msg` descriptors resolved to strings at render —
+    // assert the visible text so a broken translation (blank / [object Object])
+    // would fail here. Test ids are scope-qualified because item keys repeat across groups.
+    await expect(sidebar.getByTestId('unified-settings-nav-team-members')).toContainText('Members');
+    await expect(sidebar.getByTestId('unified-settings-nav-team-preferences')).toContainText('Preferences');
+    await expect(sidebar.getByTestId('unified-settings-nav-organisation-members')).toContainText('Members');
+    await expect(sidebar.getByTestId('unified-settings-nav-account-profile')).toContainText('Profile');
+  });
+
+  test('shows both groups for the team owner at org scope (team-fallback)', async ({ page }) => {
+    const { owner, team, organisation } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    // At org scope `useOptionalCurrentTeam()` is null, but the layout falls
+    // back to the user's first manageable team in the current org so both
+    // groups still render.
+    await page.goto(`/o/${organisation.url}/settings`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    const groups = sidebar.getByTestId('unified-settings-sidebar-group');
+    // Organisation + Team groups, plus the always-visible Account group.
+    await expect(groups).toHaveCount(3);
+
+    await expect(sidebar.getByTestId('settings-org-switcher-trigger')).toContainText(organisation.name);
+    // Team switcher shows the fallback team (the user's first manageable team in this org).
+    await expect(sidebar.getByTestId('settings-team-switcher-trigger')).toContainText(team.name);
+
+    // The empty state is only for users who can't manage the organisation.
+    await expect(sidebar.getByTestId('unified-settings-organisation-empty-state')).toHaveCount(0);
+  });
+
+  test('sidebar is flush with the left viewport edge', async ({ page }) => {
+    const { owner, organisation } = await seedTeam();
+
+    // Wide viewport — a centered max-w-screen-xl container would offset the
+    // sidebar by (1600 - 1280) / 2 = 160px+, while flush-left is ~16px (the
+    // aside's own internal padding).
+    await page.setViewportSize({ width: 1600, height: 900 });
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/o/${organisation.url}/settings`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    const box = await sidebar.boundingBox();
+
+    expect(box?.x ?? Number.MAX_SAFE_INTEGER).toBeLessThan(100);
+
+    // The app header stretches to the full viewport width on settings pages.
+    const headerContainer = page.getByTestId('app-header-container');
+    const headerBox = await headerContainer.boundingBox();
+
+    expect(headerBox?.x ?? Number.MAX_SAFE_INTEGER).toBeLessThan(50);
+    expect((headerBox?.x ?? 0) + (headerBox?.width ?? 0)).toBeGreaterThan(1550);
+
+    // Outside of settings the header keeps its centered max-w-screen-xl container.
+    await page.goto(`/o/${organisation.url}`);
+    await expect(headerContainer).toBeVisible();
+
+    const centeredHeaderBox = await headerContainer.boundingBox();
+
+    expect(centeredHeaderBox?.x ?? 0).toBeGreaterThan(100);
+  });
+
+  test('content is centered within the pane beside the sidebar', async ({ page }) => {
+    const { owner, organisation } = await seedTeam();
+
+    await page.setViewportSize({ width: 1600, height: 900 });
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/o/${organisation.url}/settings`);
+
+    const content = page.getByTestId('unified-settings-content');
+    await expect(content).toBeVisible();
+
+    const contentBox = await content.boundingBox();
+
+    // The pane spans from the sidebar's right edge (fixed 320px aside) to the
+    // viewport edge. The content container should be centered within it.
+    const paneCenter = (320 + 1600) / 2;
+    const contentCenter = (contentBox?.x ?? 0) + (contentBox?.width ?? 0) / 2;
+
+    expect(Math.abs(contentCenter - paneCenter)).toBeLessThan(24);
+  });
+
+  test('keeps current section when switching teams', async ({ page }) => {
+    // Seed one team, then add a second team to the same organisation.
+    const { owner, team: team1, organisation } = await seedTeam();
+
+    const team2Url = `team-two-${nanoid()}`;
+
+    await createTeam({
+      userId: owner.id,
+      teamName: 'Team Two',
+      teamUrl: team2Url,
+      organisationId: organisation.id,
+      inheritMembers: true,
+    });
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team1.url}/settings/members`);
+
+    // Scope to the desktop sidebar — the mobile sidebar also renders the
+    // same testid.
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await sidebar.getByTestId('settings-team-switcher-trigger').click();
+
+    // The popover content matches the trigger width.
+    const triggerBox = await sidebar.getByTestId('settings-team-switcher-trigger').boundingBox();
+    const contentBox = await page.getByTestId('settings-team-switcher-content').boundingBox();
+
+    expect(Math.abs((contentBox?.width ?? 0) - (triggerBox?.width ?? -1))).toBeLessThan(2);
+
+    await page.getByTestId(`settings-team-switcher-item-${team2Url}`).click();
+
+    await page.waitForURL(`/t/${team2Url}/settings/members`);
+    await expect(page).toHaveURL(`/t/${team2Url}/settings/members`);
+  });
+
+  test('account settings keep the organisation the user was working in', async ({ page }) => {
+    // The user administers their own organisation, but only manages a team in the seeded
+    // one — so the two differ in whether organisation settings are reachable.
+    const { team: teamInOtherOrg, organisation: otherOrganisation } = await seedTeam();
+
+    const user = await seedTeamMember({ teamId: teamInOtherOrg.id, role: TeamMemberRole.MANAGER });
+
+    const ownedOrganisation = await prisma.organisation.findFirstOrThrow({
+      where: { ownerUserId: user.id },
+      include: { teams: true },
+    });
+
+    // Both are seeded as "Personal Organisation", so rename them to tell the switcher apart.
+    await prisma.organisation.update({ where: { id: ownedOrganisation.id }, data: { name: 'Org I Administer' } });
+    await prisma.organisation.update({
+      where: { id: otherOrganisation.id },
+      data: { name: 'Org I Only Have A Team In' },
+    });
+
+    await apiSignin({ page, email: user.email });
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    const orgTrigger = sidebar.getByTestId('settings-org-switcher-trigger');
+
+    // `organisations` comes back unordered, so which one account scope falls back to isn't
+    // fixed. Read it cold, then work in the *other* one — otherwise the test can pass just
+    // because the fallback already happened to be the right organisation.
+    await page.goto('/settings/profile');
+
+    const fallbackIsOwned = ((await orgTrigger.textContent()) ?? '').includes('Org I Administer');
+
+    const target = fallbackIsOwned
+      ? { name: 'Org I Only Have A Team In', teamUrl: teamInOtherOrg.url }
+      : { name: 'Org I Administer', teamUrl: ownedOrganisation.teams[0].url };
+
+    await page.goto(`/t/${target.teamUrl}/settings/general`);
+    await expect(orgTrigger).toContainText(target.name);
+
+    // Account scope has no organisation in the URL either, so it must not silently jump
+    // back to whichever organisation happens to be first.
+    await sidebar.getByTestId('unified-settings-nav-account-profile').click();
+    await page.waitForURL('/settings/profile');
+    await expect(page.getByTestId('settings-scope-breadcrumb-chip')).toContainText('Account Settings');
+
+    await expect(orgTrigger).toContainText(target.name);
+  });
+
+  test('team switcher keeps the selected team when moving to organisation scope', async ({ page }) => {
+    const { owner, team: team1, organisation } = await seedTeam();
+
+    // Lowercased to match what `ZTeamUrlSchema` stores — `createTeam` is called directly
+    // here, bypassing the tRPC input schema that would normalise it in the real flow.
+    const team2Url = `team-two-${nanoid()}`.toLowerCase();
+
+    await createTeam({
+      userId: owner.id,
+      teamName: 'Team Two',
+      teamUrl: team2Url,
+      organisationId: organisation.id,
+      inheritMembers: true,
+    });
+
+    await apiSignin({ page, email: owner.email });
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    const trigger = sidebar.getByTestId('settings-team-switcher-trigger');
+
+    // `organisation.teams` comes back unordered, so which team the sidebar falls back to
+    // isn't fixed. Read it first, then deliberately select the *other* one — otherwise the
+    // test can pass simply because the fallback already happened to be the right team.
+    await page.goto(`/o/${organisation.url}/settings/general`);
+
+    const fallbackIsTeam2 = ((await trigger.textContent()) ?? '').includes('Team Two');
+    const selected = fallbackIsTeam2 ? { url: team1.url, name: team1.name } : { url: team2Url, name: 'Team Two' };
+
+    await page.goto(`/t/${team2Url}/settings/general`);
+    await trigger.click();
+    await page.getByTestId(`settings-team-switcher-item-${selected.url}`).click();
+    await page.waitForURL(`/t/${selected.url}/settings/general`);
+    await expect(trigger).toContainText(selected.name);
+
+    // Organisation scope has no team in the URL, so the sidebar has to remember which team
+    // the user picked rather than falling back to whichever one happens to be first.
+    await sidebar.getByTestId('unified-settings-nav-organisation-general').click();
+    await page.waitForURL(`/o/${organisation.url}/settings/general`);
+
+    // Wait for the organisation page to actually render — asserting straight after
+    // `waitForURL` can read the previous scope's still-mounted sidebar and pass falsely.
+    await expect(page.getByTestId('settings-scope-breadcrumb-chip')).toContainText('Organisation Settings');
+
+    await expect(trigger).toContainText(selected.name);
+
+    // The selection must also survive in the cookie — otherwise the app root would send the
+    // user back to the wrong team.
+    await expect
+      .poll(async () => {
+        const cookies = await page.context().cookies();
+
+        return cookies.find((cookie) => cookie.name === 'preferred-team-url')?.value ?? null;
+      })
+      .toBe(selected.url);
+  });
+
+  test('inheritable field toggles between INHERITED and OVERRIDDEN', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/document`);
+
+    const langStatus = page.getByTestId('document-language-status');
+    await expect(langStatus).toHaveText(/inherited/i);
+
+    // Open the language select and pick a non-default value.
+    await page.getByTestId('document-language-trigger').click();
+    await page
+      .getByRole('option', { name: /english/i })
+      .first()
+      .click();
+
+    await expect(langStatus).toHaveText(/override/i);
+
+    // Selecting the inherit option stages the field back to inherited.
+    await page.getByTestId('document-language-trigger').click();
+    await page.getByRole('option', { name: /inherit from organisation/i }).click();
+
+    await expect(langStatus).toHaveText(/inherited/i);
+  });
+
+  test('branding fields toggle between INHERITED and OVERRIDDEN', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/branding`);
+
+    const enabledStatus = page.getByTestId('branding-enabled-status');
+    const urlStatus = page.getByTestId('branding-url-status');
+
+    await expect(enabledStatus).toHaveText(/inherited/i);
+    await expect(urlStatus).toHaveText(/inherited/i);
+
+    // Enable branding — unlocks the other fields and overrides the tri-state select.
+    await page.getByTestId('enable-branding').click();
+    await page.getByRole('option', { name: /yes/i }).click();
+
+    await expect(enabledStatus).toHaveText(/override/i);
+
+    // Override the brand website (inherit sentinel is the empty string).
+    await page.getByPlaceholder('https://example.com').fill('https://example.org');
+
+    await expect(urlStatus).toHaveText(/override/i);
+
+    // Clearing the field stages it back to its inherit sentinel (empty string).
+    await page.getByPlaceholder('https://example.com').fill('');
+
+    await expect(urlStatus).toHaveText(/inherited/i);
+  });
+
+  test('reminders page renders extracted fields with inheritance badges', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/reminders`);
+
+    await expect(page.getByTestId('envelope-expiration-period-status')).toHaveText(/inherited/i);
+    await expect(page.getByTestId('reminder-settings-status')).toHaveText(/inherited/i);
+
+    // The fields were extracted out of the document preferences page.
+    await page.goto(`/t/${team.url}/settings/document`);
+    await expect(page.getByTestId('document-language-status')).toBeVisible();
+    await expect(page.getByTestId('envelope-expiration-period-status')).not.toBeVisible();
+  });
+
+  test('certificates page renders extracted fields with inheritance badges', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/certificates`);
+
+    await expect(page.getByTestId('include-signing-certificate-status')).toHaveText(/inherited/i);
+    await expect(page.getByTestId('include-audit-log-status')).toHaveText(/inherited/i);
+  });
+
+  test('send on behalf of team lives on the email preferences page', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/email`);
+
+    await expect(page.getByTestId('include-sender-details-status')).toHaveText(/inherited/i);
+
+    // Moved out of the document preferences page.
+    await page.goto(`/t/${team.url}/settings/document`);
+    await expect(page.getByTestId('document-language-status')).toBeVisible();
+    await expect(page.getByTestId('include-sender-details-status')).not.toBeVisible();
+  });
+
+  test('account settings render inside the unified layout', async ({ page }) => {
+    const { owner } = await seedTeam();
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto('/settings/profile');
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    // Org + team groups render via the manageable-organisation fallback, and the
+    // Account group is always present.
+    await expect(sidebar.getByTestId('unified-settings-sidebar-group')).toHaveCount(3);
+
+    await expect(page.getByTestId('settings-scope-breadcrumb-chip')).toContainText('Account Settings');
+  });
+
+  test('personal team can save email preferences', async ({ page }) => {
+    const { user, team } = await seedUser({ isPersonalOrganisation: true });
+
+    await apiSignin({ page, email: user.email });
+    await page.goto(`/t/${team.url}/settings/email`);
+
+    // The sender-details field is hidden for personal orgs and its unchanged
+    // inherit sentinel is echoed back on submit — the server must drop it as a
+    // no-op rather than rejecting the whole update.
+    await page.getByPlaceholder('noreply@example.com').fill('replies@example.com');
+
+    await page.getByRole('button', { name: /save changes/i }).click();
+
+    await expect(page.getByText('Email preferences updated').first()).toBeVisible({ timeout: 15_000 });
+  });
+
+  test('content pane scrolls back to top when navigating between sections', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    // Short (but still md+) viewport so the document preferences page overflows
+    // the internally-scrolling content pane.
+    await page.setViewportSize({ width: 1280, height: 720 });
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/document`);
+
+    // Wait for the preferences form itself — the pane only overflows once the
+    // form has loaded (the query-loading spinner is shorter than the pane).
+    await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+
+    // The content pane is the <main> wrapping the content container.
+    const contentPane = page.getByTestId('unified-settings-content').locator('..');
+
+    // Scroll the pane down (the document preferences page overflows it).
+    await contentPane.evaluate((el) => el.scrollTo(0, el.scrollHeight));
+
+    const scrolledOffset = await contentPane.evaluate((el) => el.scrollTop);
+    expect(scrolledOffset).toBeGreaterThan(0);
+
+    // Navigate to another section via the sidebar (the members testid exists in
+    // both scope groups, so target the team group's link by href).
+    await page.getByTestId('unified-settings-sidebar').locator(`a[href="/t/${team.url}/settings/members"]`).click();
+    await expect(page).toHaveURL(`/t/${team.url}/settings/members`);
+
+    await expect.poll(async () => await contentPane.evaluate((el) => el.scrollTop)).toBe(0);
+  });
+
+  test('deleted personal-layout URL returns 404', async ({ page }) => {
+    const { user } = await seedUser();
+
+    await apiSignin({ page, email: user.email });
+    const response = await page.goto('/settings/document');
+
+    expect(response?.status()).toBe(404);
+  });
+
+  test('team-only access shows the org switcher but no organisation pages', async ({ page }) => {
+    const { team, organisation } = await seedTeam();
+
+    const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+    await deleteOwnedOrganisations(manager.id);
+
+    await apiSignin({ page, email: manager.email });
+    await page.goto(`/t/${team.url}/settings/general`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    // The Organisation group still renders so it can host the switcher — that's the only
+    // way this user can move between organisations — but it exposes no pages.
+    await expect(sidebar.getByTestId('settings-org-switcher-trigger')).toContainText(organisation.name);
+    await expect(sidebar.getByTestId('unified-settings-nav-organisation-general')).toHaveCount(0);
+    await expect(sidebar.getByTestId('unified-settings-nav-organisation-members')).toHaveCount(0);
+    await expect(sidebar.getByTestId('unified-settings-nav-organisation-billing')).toHaveCount(0);
+
+    // An empty group would just look broken, so it explains itself directly under the switcher.
+    const emptyState = sidebar.getByTestId('unified-settings-organisation-empty-state');
+    await expect(emptyState).toBeVisible();
+    await expect(emptyState).toContainText(/permission to manage this organisation/i);
+
+    // Team and account pages remain navigable.
+    await expect(sidebar.getByTestId('unified-settings-nav-team-general')).toBeVisible();
+    await expect(sidebar.getByTestId('unified-settings-nav-team-members')).toBeVisible();
+    await expect(sidebar.getByTestId('unified-settings-nav-account-profile')).toBeVisible();
+  });
+
+  test('team-only access is rejected from organisation settings', async ({ page }) => {
+    const { team, organisation } = await seedTeam();
+
+    const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+    await deleteOwnedOrganisations(manager.id);
+
+    await apiSignin({ page, email: manager.email });
+
+    // Managing a team must not grant access to the organisation scope.
+    await page.goto(`/o/${organisation.url}/settings/general`);
+
+    await expect(page.getByRole('heading', { name: 'Unauthorized' })).toBeVisible();
+    await expect(page.getByRole('link', { name: /go to your settings/i })).toBeVisible();
+    await expect(page.getByTestId('unified-settings-sidebar')).toHaveCount(0);
+  });
+
+  test('team member without manage permission is rejected from team settings', async ({ page }) => {
+    const { team } = await seedTeam();
+
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    await apiSignin({ page, email: member.email });
+    await page.goto(`/t/${team.url}/settings/general`);
+
+    // The team settings loader redirects out of the settings tree on a full page load.
+    await expect(page).not.toHaveURL(/\/settings\//);
+    await expect(page.getByTestId('unified-settings-sidebar')).toHaveCount(0);
+  });
+
+  test('user with no organisations only sees account settings', async ({ page }) => {
+    const { user } = await seedUser();
+
+    await deleteOwnedOrganisations(user.id);
+
+    await apiSignin({ page, email: user.email });
+    await page.goto('/settings/profile');
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await expect(sidebar).toBeVisible();
+
+    await expect(sidebar.getByTestId('unified-settings-sidebar-group')).toHaveCount(1);
+    await expect(sidebar.getByTestId('unified-settings-nav-account-profile')).toBeVisible();
+    await expect(sidebar.getByTestId('unified-settings-nav-account-security')).toBeVisible();
+
+    // No organisation in context means no switcher and no scoped groups.
+    await expect(sidebar.getByTestId('settings-org-switcher-trigger')).toHaveCount(0);
+    await expect(sidebar.getByTestId('settings-team-switcher-trigger')).toHaveCount(0);
+  });
+
+  test('switching to an organisation the user cannot manage lands in team scope', async ({ page }) => {
+    const { team: otherTeam, organisation: otherOrganisation } = await seedTeam();
+
+    // `seedTeamMember` seeds the user with their own organisation (which they own) and
+    // then grants them a team role in the seeded organisation — exactly the mixed-access
+    // shape the switcher has to handle.
+    const manager = await seedTeamMember({ teamId: otherTeam.id, role: TeamMemberRole.MANAGER });
+
+    const ownedOrganisation = await prisma.organisation.findFirstOrThrow({
+      where: { ownerUserId: manager.id },
+    });
+
+    await apiSignin({ page, email: manager.email });
+    await page.goto(`/o/${ownedOrganisation.url}/settings/members`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await sidebar.getByTestId('settings-org-switcher-trigger').click();
+    await page.getByTestId(`settings-org-switcher-item-${otherOrganisation.url}`).click();
+
+    // `members` exists under both scopes so the section carries over, but the scope drops
+    // to team because the user can't manage the destination organisation.
+    await page.waitForURL(`/t/${otherTeam.url}/settings/members`);
+  });
+
+  test('switching scope falls back to General when the section does not exist there', async ({ page }) => {
+    const { team: otherTeam, organisation: otherOrganisation } = await seedTeam();
+
+    const manager = await seedTeamMember({ teamId: otherTeam.id, role: TeamMemberRole.MANAGER });
+
+    const ownedOrganisation = await prisma.organisation.findFirstOrThrow({
+      where: { ownerUserId: manager.id },
+    });
+
+    await apiSignin({ page, email: manager.email });
+
+    // `teams` only exists under organisation scope.
+    await page.goto(`/o/${ownedOrganisation.url}/settings/teams`);
+
+    const sidebar = page.getByTestId('unified-settings-sidebar');
+    await sidebar.getByTestId('settings-org-switcher-trigger').click();
+    await page.getByTestId(`settings-org-switcher-item-${otherOrganisation.url}`).click();
+
+    await page.waitForURL(`/t/${otherTeam.url}/settings/general`);
+  });
+});

packages/app-tests/e2e/teams/default-recipients.spec.ts

@@ -110,7 +110,7 @@ test.describe('Default Recipients', () => {
     await page.getByRole('button', { name: 'Add Signer' }).click();
 
     // Add a regular signer using the v2 editor
-    await page.getByTestId('signer-email-input').last().fill('regular-signer@documenso.com');
+    await page.getByTestId('signer-email-input').first().fill('regular-signer@documenso.com');
     await page
       .getByPlaceholder(/Recipient/)
       .first()

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

@@ -69,5 +69,6 @@ test('[TEAMS]: update team', async ({ page }) => {
   await page.getByRole('button', { name: 'Save changes' }).click();
 
   // Check we have been redirected to the new team URL and the name is updated.
-  await page.waitForURL(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${updatedTeamId}/settings`);
+  // The team settings index redirects to the explicit General route.
+  await page.waitForURL(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${updatedTeamId}/settings/general`);
 });

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

@@ -5,7 +5,7 @@ import { expect, test } from '@playwright/test';
 import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@prisma/client';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
+import { checkDocumentCounts, checkDocumentTabCount, toggleDocumentSenderFilter } from '../fixtures/documents';
 import { expectTextToBeVisible, expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test('[TEAMS]: check team documents count', async ({ page }) => {
@@ -20,23 +20,13 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
     });
 
     // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'All', 5);
+    await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 1, draft: 2, all: 5 });
 
     // Apply filter.
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
-    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
-    await page.waitForURL(/senderIds/);
+    await toggleDocumentSenderFilter(page, teamMember2.name ?? '');
 
     // Check counts after filtering.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 0);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'All', 3);
+    await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 0, draft: 1, all: 3 });
 
     await apiSignout({ page });
   }
@@ -115,23 +105,13 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
     });
 
     // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 2);
-    await checkDocumentTabCount(page, 'Pending', 3);
-    await checkDocumentTabCount(page, 'Completed', 3);
-    await checkDocumentTabCount(page, 'Draft', 3);
-    await checkDocumentTabCount(page, 'All', 11);
+    await checkDocumentCounts(page, { inbox: 2, pending: 3, completed: 3, draft: 3, all: 11 });
 
     // Apply filter.
-    await page.locator('button').filter({ hasText: 'Sender: All' }).click();
-    await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
-    await page.waitForURL(/senderIds/);
+    await toggleDocumentSenderFilter(page, teamMember2.name ?? '');
 
     // Check counts after filtering.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 0);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'All', 3);
+    await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 0, draft: 1, all: 3 });
 
     await apiSignout({ page });
   }
@@ -202,23 +182,13 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
   });
 
   // Check document counts.
-  await checkDocumentTabCount(page, 'Inbox', 3);
-  await checkDocumentTabCount(page, 'Pending', 2);
-  await checkDocumentTabCount(page, 'Completed', 2);
-  await checkDocumentTabCount(page, 'Draft', 2);
-  await checkDocumentTabCount(page, 'All', 9);
+  await checkDocumentCounts(page, { inbox: 3, pending: 2, completed: 2, draft: 2, all: 9 });
 
   // Apply filter.
-  await page.locator('button').filter({ hasText: 'Sender: All' }).click();
-  await page.getByRole('option', { name: teamMember2.name ?? '' }).click();
-  await page.waitForURL(/senderIds/);
+  await toggleDocumentSenderFilter(page, teamMember2.name ?? '');
 
   // Check counts after filtering.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 2);
-  await checkDocumentTabCount(page, 'Completed', 0);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 3);
+  await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 0, draft: 1, all: 3 });
 });
 
 test('[TEAMS]: resend pending team document', async ({ page }) => {
@@ -273,11 +243,7 @@ test('[TEAMS]: delete draft team document', async ({ page }) => {
     });
 
     // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'All', 4);
+    await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 1, draft: 1, all: 4 });
 
     await apiSignout({ page });
   }
@@ -316,11 +282,7 @@ test('[TEAMS]: delete pending team document', async ({ page }) => {
     });
 
     // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 1);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'All', 4);
+    await checkDocumentCounts(page, { inbox: 0, pending: 1, completed: 1, draft: 2, all: 4 });
 
     await apiSignout({ page });
   }
@@ -359,11 +321,7 @@ test('[TEAMS]: delete completed team document', async ({ page }) => {
     });
 
     // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 0);
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'All', 4);
+    await checkDocumentCounts(page, { inbox: 0, pending: 2, completed: 0, draft: 2, all: 4 });
 
     await apiSignout({ page });
   }

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

@@ -1,4 +1,5 @@
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
 import { seedTeamEmailVerification } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
@@ -29,7 +30,33 @@ test('[TEAMS]: send team email request', async ({ page }) => {
 });
 
 test('[TEAMS]: accept team email request', async ({ page }) => {
-  const { user, team } = await seedUser();
+  const { team } = await seedUser();
+
+  const teamEmailVerification = await seedTeamEmailVerification({
+    email: `team-email-verification--${team.url}@test.documenso.com`,
+    teamId: team.id,
+  });
+
+  const getTeamEmail = async () => prisma.teamEmail.findUnique({ where: { teamId: team.id } });
+
+  expect(await getTeamEmail()).toBeNull();
+
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/team/verify/email/${teamEmailVerification.token}`);
+
+  // Visiting the page (GET) must not verify the team email. An automated email link
+  // scanner or prefetcher must not be able to complete the verification.
+  await expect(page.getByRole('heading', { name: 'Verify team email' })).toBeVisible();
+  expect(await getTeamEmail()).toBeNull();
+
+  await page.getByRole('button', { name: 'Verify email' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Team email verified!' })).toBeVisible();
+
+  expect(await getTeamEmail()).not.toBeNull();
+});
+
+test('[TEAMS]: team email verification link is invalid once completed', async ({ page }) => {
+  const { team } = await seedUser();
 
   const teamEmailVerification = await seedTeamEmailVerification({
     email: `team-email-verification--${team.url}@test.documenso.com`,
@@ -37,7 +64,11 @@ test('[TEAMS]: accept team email request', async ({ page }) => {
   });
 
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/team/verify/email/${teamEmailVerification.token}`);
-  await expect(page.getByRole('heading')).toContainText('Team email verified!');
+  await page.getByRole('button', { name: 'Verify email' }).click();
+  await expect(page.getByRole('heading', { name: 'Team email verified!' })).toBeVisible();
+
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/team/verify/email/${teamEmailVerification.token}`);
+  await expect(page.getByRole('heading', { name: 'Team email already verified!' })).toBeVisible();
 });
 
 test('[TEAMS]: delete team email', async ({ page }) => {

packages/app-tests/e2e/teams/team-settings-save-bar.spec.ts

@@ -51,6 +51,10 @@ test('[ORGANISATIONS]: settings save bar floats when the form footer is off-scre
     isPersonalOrganisation: false,
   });
 
+  // Short (but still md+) viewport so the document preferences form overflows
+  // the internally-scrolling settings content pane.
+  await page.setViewportSize({ width: 1280, height: 720 });
+
   await apiSignin({
     page,
     email: user.email,
@@ -71,8 +75,10 @@ test('[ORGANISATIONS]: settings save bar floats when the form footer is off-scre
   await expect(page.getByRole('button', { name: 'Save changes' })).toBeVisible();
 
   // Scroll to the footer → the floating pill merges into the docked buttons and the
-  // notice disappears.
-  await page.evaluate(() => window.scrollTo(0, document.body.scrollHeight));
+  // notice disappears. The settings layout scrolls its content pane internally,
+  // so scroll that pane rather than the window.
+  const contentPane = page.getByTestId('unified-settings-content').locator('..');
+  await contentPane.evaluate((el) => el.scrollTo(0, el.scrollHeight));
 
   await expect(page.getByText('You have unsaved changes')).not.toBeVisible();
   await expect(page.getByRole('button', { name: 'Save changes' })).toBeVisible();

packages/app-tests/e2e/templates/bulk-template-actions.spec.ts

@@ -49,10 +49,10 @@ test('[BULK_ACTIONS]: can select multiple templates with checkboxes', async ({ p
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
   await page.locator('tr', { hasText: 'Bulk Test Template 2' }).getByRole('checkbox').click();
-  await expect(page.getByText('2 selected')).toBeVisible();
+  await expect(page.getByText(/2\s*selected/)).toBeVisible();
 });
 
 test('[BULK_ACTIONS]: header checkbox selects all templates on page', async ({ page }) => {
@@ -66,7 +66,7 @@ test('[BULK_ACTIONS]: header checkbox selects all templates on page', async ({ p
 
   await page.locator('thead').getByRole('checkbox').click();
 
-  await expect(page.getByText(`${templates.length} selected`)).toBeVisible();
+  await expect(page.getByText(new RegExp(`${templates.length}\\s*selected`))).toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can clear selection with X button', async ({ page }) => {
@@ -79,11 +79,11 @@ test('[BULK_ACTIONS]: can clear selection with X button', async ({ page }) => {
   });
 
   await page.locator('thead').getByRole('checkbox').click();
-  await expect(page.getByText(/\d+ selected/)).toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).toBeVisible();
 
   await page.getByLabel('Clear selection').click();
 
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can move multiple templates to a folder', async ({ page }) => {
@@ -97,13 +97,13 @@ test('[BULK_ACTIONS]: can move multiple templates to a folder', async ({ page })
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
   await page.locator('tr', { hasText: 'Bulk Test Template 2' }).getByRole('checkbox').click();
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
 
   await expect(page.getByRole('dialog')).toBeVisible();
   await expect(page.getByText('Move Templates to Folder')).toBeVisible();
 
   await page.getByRole('button', { name: folder.name }).click();
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
 
@@ -151,14 +151,14 @@ test('[BULK_ACTIONS]: selection clears after successful move', async ({ page })
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await page.getByRole('button', { name: folder.name }).click();
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: selection clears after successful delete', async ({ page }) => {
@@ -171,13 +171,13 @@ test('[BULK_ACTIONS]: selection clears after successful delete', async ({ page }
   });
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
   await page.getByRole('button', { name: 'Delete' }).click();
   await page.getByRole('dialog').getByRole('button', { name: 'Delete' }).click();
 
   await expectToastTextToBeVisible(page, 'Templates deleted');
-  await expect(page.getByText(/\d+ selected/)).not.toBeVisible();
+  await expect(page.getByText(/\d+\s*selected/)).not.toBeVisible();
 });
 
 test('[BULK_ACTIONS]: can search for folders in move dialog', async ({ page }) => {
@@ -199,7 +199,7 @@ test('[BULK_ACTIONS]: can search for folders in move dialog', async ({ page }) =
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await expect(page.getByRole('dialog')).toBeVisible();
 
   await expect(page.getByRole('button', { name: folder.name })).toBeVisible();
@@ -236,14 +236,14 @@ test('[BULK_ACTIONS]: can move templates from folder to home (root)', async ({ p
   await expect(page.getByRole('link', { name: 'Bulk Test Template 1' })).toBeVisible();
 
   await page.locator('tr', { hasText: 'Bulk Test Template 1' }).getByRole('checkbox').click();
-  await expect(page.getByText('1 selected')).toBeVisible();
+  await expect(page.getByText(/1\s*selected/)).toBeVisible();
 
-  await page.getByRole('button', { name: 'Move to Folder' }).click();
+  await page.getByRole('button', { name: 'Move', exact: true }).click();
   await expect(page.getByRole('dialog')).toBeVisible();
 
   await page.getByRole('button', { name: 'Home (No Folder)' }).click();
 
-  await page.getByRole('button', { name: 'Move' }).click();
+  await page.getByRole('dialog').getByRole('button', { name: 'Move' }).click();
 
   await expectToastTextToBeVisible(page, 'Selected items have been moved.');
 

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

@@ -197,7 +197,18 @@ test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page })
   await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
   await expect(page.getByLabel('Email')).toBeDisabled();
 
+  const directSignatureField = directTemplateWithAuth.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
   await page.getByRole('button', { name: 'Continue' }).click();
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
   await page.getByRole('button', { name: 'Complete' }).click();
 
   await page.getByRole('button', { name: 'Sign' }).click();
@@ -235,6 +246,37 @@ test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page })
   await page.goto(directTemplatePath);
 
   await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
+
+  const directSignatureField = directTemplateWithAuth.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
+  // Wait for the PDF and the Konva canvas overlay to be ready.
+  await expect(page.locator('img[data-page-number]').first()).toBeVisible({ timeout: 30_000 });
+  const canvas = page.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible({ timeout: 30_000 });
+
+  // Sign the direct template recipient's signature field via the canvas-based V2 UI.
+  await signSignaturePad(page);
+
+  const canvasBox = await canvas.boundingBox();
+
+  if (!canvasBox) {
+    throw new Error('Canvas bounding box not found');
+  }
+
+  const x =
+    (Number(directSignatureField.positionX) / 100) * canvasBox.width +
+    ((Number(directSignatureField.width) / 100) * canvasBox.width) / 2;
+  const y =
+    (Number(directSignatureField.positionY) / 100) * canvasBox.height +
+    ((Number(directSignatureField.height) / 100) * canvasBox.height) / 2;
+
+  await canvas.click({ position: { x, y } });
+  await expect(page.getByText('0 Fields Remaining').first()).toBeVisible({ timeout: 10_000 });
+
   await page.getByRole('button', { name: 'Complete' }).click();
   await expect(page.getByLabel('Your Email')).not.toBeVisible();
 
@@ -266,6 +308,16 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
 
   await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
 
+  const directSignatureField = template.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
   await page.getByRole('button', { name: 'Complete' }).click();
   await page.getByRole('button', { name: 'Sign' }).click();
   await page.waitForURL(/\/sign/);
@@ -299,19 +351,13 @@ test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with nex
     },
   });
 
-  const directTemplateRecipient = template.recipients[0];
+  // The seeded direct template already includes a signature field for the direct recipient.
+  const directSignatureField = template.fields[0];
 
-  if (!directTemplateRecipient) {
-    throw new Error('Expected direct template recipient to exist');
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
   }
 
-  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
-  const directSignatureField = await seedSignatureFieldForRecipient({
-    envelopeId: template.id,
-    recipientId: directTemplateRecipient.id,
-    positionY: 10,
-  });
-
   const originalName = 'Signer 2';
   const originalSecondSignerEmail = seedTestEmail();
 
@@ -413,19 +459,13 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
     },
   });
 
-  const directTemplateRecipient = template.recipients[0];
+  // The seeded direct template already includes a signature field for the direct recipient.
+  const directSignatureField = template.fields[0];
 
-  if (!directTemplateRecipient) {
-    throw new Error('Expected direct template recipient to exist');
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
   }
 
-  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
-  const directSignatureField = await seedSignatureFieldForRecipient({
-    envelopeId: template.id,
-    recipientId: directTemplateRecipient.id,
-    positionY: 10,
-  });
-
   const originalName = 'Signer 2';
   const originalSecondSignerEmail = seedTestEmail();
 
@@ -521,3 +561,48 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
   expect(updatedSecondRecipient.email).toBe(newSecondSignerEmail);
   await expectSigningRequestJobForRecipient(updatedSecondRecipient.id);
 });
+
+test('[DIRECT_TEMPLATES]: V1 direct template without signature fields shows invalid template page', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: 'V1 invalid direct template',
+    userId: user.id,
+    teamId: team.id,
+    createDirectRecipientSignatureField: false,
+  });
+
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+
+  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
+  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
+
+  // The signing flow must not render.
+  await expect(page.getByRole('heading', { name: 'General' })).not.toBeVisible();
+  await expect(page.getByRole('button', { name: 'Continue' })).not.toBeVisible();
+});
+
+test('[DIRECT_TEMPLATES]: V2 direct template without signature fields shows invalid template page', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: 'V2 invalid direct template',
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createDirectRecipientSignatureField: false,
+  });
+
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+
+  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
+  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
+
+  // The signing flow (PDF canvas) must not render.
+  await expect(page.locator('.konva-container canvas')).toHaveCount(0);
+  await expect(page.getByRole('button', { name: 'Complete' })).not.toBeVisible();
+});

packages/app-tests/e2e/templates/template-use-dialog.spec.ts

@@ -0,0 +1,101 @@
+import { FIELD_SIGNATURE_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { seedTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { DocumentStatus, FieldType } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+import { expectToastTextToBeVisible } from '../fixtures/generic';
+
+const seedSignatureFieldForRecipient = async (options: { envelopeId: string; recipientId: number }) => {
+  const envelopeItem = await prisma.envelopeItem.findFirstOrThrow({
+    where: { envelopeId: options.envelopeId },
+  });
+
+  return await prisma.field.create({
+    data: {
+      envelopeId: options.envelopeId,
+      envelopeItemId: envelopeItem.id,
+      recipientId: options.recipientId,
+      type: FieldType.SIGNATURE,
+      page: 1,
+      positionX: 5,
+      positionY: 10,
+      width: 20,
+      height: 5,
+      customText: '',
+      inserted: false,
+      fieldMeta: FIELD_SIGNATURE_META_DEFAULT_VALUES,
+    },
+  });
+};
+
+test('[TEMPLATE_USE]: shows missing signature fields error when sending a template without signature fields', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  // seedTemplate creates one SIGNER recipient and no fields.
+  await seedTemplate({
+    title: 'Template missing signature fields',
+    userId: user.id,
+    teamId: team.id,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates`,
+  });
+
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
+
+  // Enable distribution so the document is sent on creation.
+  await page.locator('#distributeDocument').click();
+  await page.getByRole('button', { name: 'Create and send' }).click();
+
+  await expectToastTextToBeVisible(page, 'Missing signature fields');
+  await expectToastTextToBeVisible(
+    page,
+    'The document could not be sent because some signers do not have a signature field',
+  );
+});
+
+test('[TEMPLATE_USE]: creates and sends a document when signers have signature fields', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedTemplate({
+    title: 'Template with signature fields',
+    userId: user.id,
+    teamId: team.id,
+  });
+
+  await seedSignatureFieldForRecipient({
+    envelopeId: template.id,
+    recipientId: template.recipients[0].id,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates`,
+  });
+
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
+
+  await page.locator('#distributeDocument').click();
+  await page.getByRole('button', { name: 'Create and send' }).click();
+
+  await page.waitForURL(new RegExp(`/t/${team.url}/documents/envelope_.*`));
+
+  const envelopeId = page.url().split('/').pop()?.split('?')[0];
+
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: envelopeId },
+  });
+
+  expect(envelope.status).toBe(DocumentStatus.PENDING);
+});

packages/app-tests/e2e/webhooks/webhook-secret-access.spec.ts

@@ -0,0 +1,74 @@
+import { prisma } from '@documenso/prisma';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { TeamMemberRole, WebhookTriggerEvents } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+/**
+ * Calls the procedure the way an attacker would — directly, from the authenticated browser
+ * context, bypassing the UI entirely. The settings page is gated on MANAGE_TEAM, so going
+ * through the UI would only prove the page is hidden, not that the data is protected.
+ */
+const callGetTeamWebhooks = async (page: Page, teamId: number) =>
+  await page.evaluate(async (id) => {
+    const response = await fetch('/api/trpc/webhook.getTeamWebhooks', {
+      method: 'GET',
+      headers: { 'content-type': 'application/json', 'x-team-id': String(id) },
+    });
+
+    return { status: response.status, body: await response.text() };
+  }, teamId);
+
+test.describe('Webhook secret access', () => {
+  test('team managers can read webhook secrets', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await prisma.webhook.create({
+      data: {
+        webhookUrl: 'https://example.com/hook',
+        eventTriggers: [WebhookTriggerEvents.DOCUMENT_SENT],
+        secret: 'super-secret-signing-key',
+        enabled: true,
+        userId: owner.id,
+        teamId: team.id,
+      },
+    });
+
+    await apiSignin({ page, email: owner.email });
+    await page.goto(`/t/${team.url}/settings/webhooks`);
+
+    const { status, body } = await callGetTeamWebhooks(page, team.id);
+
+    expect(status).toBe(200);
+    // The edit dialog reads the secret straight off these rows, so managers must get it.
+    expect(body).toContain('super-secret-signing-key');
+  });
+
+  test('team members without manage permission cannot read webhook secrets', async ({ page }) => {
+    const { owner, team } = await seedTeam();
+
+    await prisma.webhook.create({
+      data: {
+        webhookUrl: 'https://example.com/hook',
+        eventTriggers: [WebhookTriggerEvents.DOCUMENT_SENT],
+        secret: 'super-secret-signing-key',
+        enabled: true,
+        userId: owner.id,
+        teamId: team.id,
+      },
+    });
+
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    await apiSignin({ page, email: member.email });
+    await page.goto(`/t/${team.url}/documents`);
+
+    const { status, body } = await callGetTeamWebhooks(page, team.id);
+
+    // Whatever the failure mode, the signing key must never appear in the response.
+    expect(body).not.toContain('super-secret-signing-key');
+    expect(status).not.toBe(200);
+  });
+});

packages/app-tests/package.json

@@ -18,9 +18,9 @@
     "@playwright/test": "1.56.1",
     "@types/node": "^20",
     "@types/pngjs": "^6.0.5",
-    "tsx": "^4.20.6",
     "pixelmatch": "^7.1.0",
-    "pngjs": "^7.0.0"
+    "pngjs": "^7.0.0",
+    "tsx": "^4.23.1"
   },
   "dependencies": {
     "start-server-and-test": "^2.1.3"

packages/auth/client/index.ts

@@ -1,4 +1,4 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { formatPath, NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError } from '@documenso/lib/errors/app-error';
 import type { ClientResponse, InferRequestType } from 'hono/client';
 import { hc } from 'hono/client';
@@ -36,8 +36,6 @@ type TPasskeySignin = InferRequestType<AuthClientType['passkey']['authorize']['$
 export class AuthClient {
   public client: AuthClientType;
 
-  private signOutredirectPath: string = '/signin';
-
   constructor(options: { baseUrl: string }) {
     this.client = hc<AuthAppType>(options.baseUrl);
   }
@@ -45,7 +43,7 @@ export class AuthClient {
   public async signOut({ redirectPath }: { redirectPath?: string } = {}) {
     await this.client.signout.$post();
 
-    window.location.href = redirectPath ?? this.signOutredirectPath;
+    window.location.href = redirectPath ?? formatPath('/signin');
   }
 
   public async signOutAllSessions() {

packages/auth/server/lib/utils/cookies.ts

@@ -1,10 +1,13 @@
 /**
  * Todo: Use library for cookies instead.
+ *
+ * Server-side counterpart of `extractCookieFromDocument`, keep their matching
+ * semantics in step.
  */
 export const extractCookieFromHeaders = (cookieName: string, headers: Headers): string | null => {
   const cookieHeader = headers.get('cookie') || '';
   const cookiePairs = cookieHeader.split(';');
-  const cookie = cookiePairs.find((pair) => pair.trim().startsWith(cookieName));
+  const cookie = cookiePairs.find((pair) => pair.trim().startsWith(`${cookieName}=`));
 
   if (!cookie) {
     return null;

packages/auth/server/lib/utils/handle-oauth-callback-url.ts

@@ -1,4 +1,4 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { formatPath, NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import {
   isDisposableEmail,
   isEmailDomainAllowedForSignup,
@@ -121,7 +121,7 @@ export const handleOAuthCallbackUrl = async (options: HandleOAuthCallbackUrlOpti
 
   // Check if signups are disabled for this provider.
   if (!isSignupEnabledForProvider(clientOptions.id as 'google' | 'microsoft' | 'oidc')) {
-    const errorUrl = new URL('/signin', NEXT_PUBLIC_WEBAPP_URL());
+    const errorUrl = new URL(formatPath('/signin'), NEXT_PUBLIC_WEBAPP_URL());
 
     errorUrl.searchParams.set('error', AuthenticationErrorCode.SignupDisabled);
 
@@ -130,7 +130,7 @@ export const handleOAuthCallbackUrl = async (options: HandleOAuthCallbackUrlOpti
 
   // Check domain restriction for new SSO users.
   if (!isEmailDomainAllowedForSignup(email)) {
-    const errorUrl = new URL('/signin', NEXT_PUBLIC_WEBAPP_URL());
+    const errorUrl = new URL(formatPath('/signin'), NEXT_PUBLIC_WEBAPP_URL());
 
     errorUrl.searchParams.set('error', AuthenticationErrorCode.SignupDisabled);
 
@@ -141,7 +141,7 @@ export const handleOAuthCallbackUrl = async (options: HandleOAuthCallbackUrlOpti
   const additionalBlockedDomains = await getEmailBlocklistDomains();
 
   if (isDisposableEmail(email, additionalBlockedDomains)) {
-    const errorUrl = new URL('/signin', NEXT_PUBLIC_WEBAPP_URL());
+    const errorUrl = new URL(formatPath('/signin'), NEXT_PUBLIC_WEBAPP_URL());
 
     errorUrl.searchParams.set('error', AuthenticationErrorCode.SignupDisposableEmail);
 
@@ -213,15 +213,18 @@ export const validateOauth = async (options: HandleOAuthCallbackUrlOptions) => {
   // eslint-disable-next-line prefer-const
   let [redirectState, redirectPath] = storedRedirectPath.split(' ');
 
+  // The sub-path aware root, e.g. "/" or "/ESign/".
+  const defaultRedirectPath = formatPath('/');
+
   if (redirectState !== storedState || !redirectPath) {
-    redirectPath = '/';
+    redirectPath = defaultRedirectPath;
   }
 
   if (!isValidReturnTo(redirectPath)) {
-    redirectPath = '/';
+    redirectPath = defaultRedirectPath;
   }
 
-  redirectPath = normalizeReturnTo(redirectPath) || '/';
+  redirectPath = normalizeReturnTo(redirectPath) || defaultRedirectPath;
 
   const tokens = await oAuthClient.validateAuthorizationCode(token_endpoint, code, storedCodeVerifier);
 

packages/auth/server/lib/utils/handle-oauth-organisation-callback-url.ts

@@ -1,4 +1,5 @@
 import { sendOrganisationAccountLinkConfirmationEmail } from '@documenso/ee/server-only/lib/send-organisation-account-link-confirmation-email';
+import { formatPath } from '@documenso/lib/constants/app';
 import { isDisposableEmail, isSignupEnabledForProvider } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { getEmailBlocklistDomains } from '@documenso/lib/server-only/site-settings/get-email-blocklist-domains';
@@ -56,7 +57,7 @@ export const handleOAuthOrganisationCallbackUrl = async (options: HandleOAuthOrg
   if (existingAccount) {
     await onAuthorize({ userId: existingAccount.user.id }, c);
 
-    return c.redirect(`/o/${orgUrl}`, 302);
+    return c.redirect(formatPath(`/o/${orgUrl}`), 302);
   }
 
   let userToLink = await prisma.user.findFirst({

packages/auth/server/lib/utils/redirect.ts

@@ -1,5 +1,25 @@
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 
+/**
+ * Derive the default redirect target ("/" at the root, "/ESign/" when served under a sub-path).
+ */
+const getDefaultRedirect = () => {
+  try {
+    const pathname = new URL(NEXT_PUBLIC_WEBAPP_URL()).pathname.replace(/\/$/, '');
+    return `${pathname}/`;
+  } catch {
+    return '/';
+  }
+};
+
+const getWebAppOrigin = () => {
+  try {
+    return new URL(NEXT_PUBLIC_WEBAPP_URL()).origin;
+  } catch {
+    return NEXT_PUBLIC_WEBAPP_URL();
+  }
+};
+
 /**
  * Handle an optional redirect path.
  */
@@ -10,19 +30,20 @@ export const handleRequestRedirect = (redirectUrl?: string) => {
 
   const url = new URL(redirectUrl, NEXT_PUBLIC_WEBAPP_URL());
 
-  if (url.origin !== NEXT_PUBLIC_WEBAPP_URL()) {
-    window.location.href = '/';
+  if (url.origin !== getWebAppOrigin()) {
+    window.location.href = getDefaultRedirect();
   } else {
     window.location.href = redirectUrl;
   }
 };
 
-export const handleSignInRedirect = (redirectUrl: string = '/') => {
-  const url = new URL(redirectUrl, NEXT_PUBLIC_WEBAPP_URL());
+export const handleSignInRedirect = (redirectUrl?: string) => {
+  const target = redirectUrl ?? getDefaultRedirect();
+  const url = new URL(target, NEXT_PUBLIC_WEBAPP_URL());
 
-  if (url.origin !== NEXT_PUBLIC_WEBAPP_URL()) {
-    window.location.href = '/';
+  if (url.origin !== getWebAppOrigin()) {
+    window.location.href = getDefaultRedirect();
   } else {
-    window.location.href = redirectUrl;
+    window.location.href = target;
   }
 };

packages/ee/package.json

@@ -19,7 +19,7 @@
     "arctic": "^3.7.0",
     "hono": "^4.12.14",
     "luxon": "^3.7.2",
-    "react": "^18",
+    "react": "^19.2.7",
     "ts-pattern": "^5.9.0",
     "zod": "^3.25.76"
   }

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

@@ -12,7 +12,10 @@ export type GetLimitsOptions = {
 export const getLimits = async ({ headers, teamId }: GetLimitsOptions) => {
   const requestHeaders = headers ?? {};
 
-  const url = new URL('/api/limits', NEXT_PUBLIC_WEBAPP_URL());
+  // Note: the path must be appended rather than passed as the `new URL()` path
+  // argument, since a leading-slash path replaces the sub-path that
+  // NEXT_PUBLIC_WEBAPP_URL may carry (e.g. https://host/ESign).
+  const url = new URL(`${NEXT_PUBLIC_WEBAPP_URL()}/api/limits`);
 
   if (teamId) {
     requestHeaders['team-id'] = teamId.toString();

packages/ee/server-only/stripe/sync-stripe-customer-subscription.ts

@@ -5,6 +5,7 @@ import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
 import { prisma } from '@documenso/prisma';
 import { OrganisationType, type Prisma, SubscriptionStatus } from '@prisma/client';
 import { match } from 'ts-pattern';
+import { reconcileSeatBasedPlans } from './update-subscription-item-quantity';
 
 const LIVE_SUBSCRIPTION_STATUSES: Stripe.Subscription.Status[] = ['active', 'trialing', 'past_due'];
 
@@ -229,6 +230,19 @@ const handleLiveSubscription = async ({
       });
     }
   });
+
+  // Detect a billing-period roll by comparing the persisted period end with
+  // the freshly-fetched one — the convergent equivalent of the old
+  // `previous_attributes.current_period_start` signal. On renewal, reconcile
+  // the seat quantity and claim down to the actual member count. The reconcile
+  // itself no-ops for non-seat/unlimited plans and inactive subscriptions.
+  const previousPeriodEnd = organisation.subscription?.periodEnd ?? null;
+
+  const hasPeriodAdvanced = previousPeriodEnd !== null && periodEnd.getTime() > previousPeriodEnd.getTime();
+
+  if (hasPeriodAdvanced && !bypassClaimUpdate) {
+    await reconcileSeatBasedPlans(organisation.id);
+  }
 };
 
 /**

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

@@ -3,6 +3,7 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 import { appLog } from '@documenso/lib/utils/debugger';
 import { prisma } from '@documenso/prisma';
 import type { OrganisationClaim, Subscription } from '@prisma/client';
+import { SubscriptionStatus } from '@prisma/client';
 import type Stripe from 'stripe';
 
 import { isPriceSeatsBased } from './is-price-seats-based';
@@ -11,12 +12,14 @@ export type UpdateSubscriptionItemQuantityOptions = {
   subscriptionId: string;
   quantity: number;
   priceId: string;
+  prorationBehaviour: 'always_invoice' | 'none';
 };
 
 export const updateSubscriptionItemQuantity = async ({
   subscriptionId,
   quantity,
   priceId,
+  prorationBehaviour,
 }: UpdateSubscriptionItemQuantityOptions) => {
   const subscription = await stripe.subscriptions.retrieve(subscriptionId);
 
@@ -26,7 +29,6 @@ export const updateSubscriptionItemQuantity = async ({
     throw new Error('Subscription does not contain required item');
   }
 
-  const hasYearlyItem = items.find((item) => item.price.recurring?.interval === 'year');
   const oldQuantity = items[0].quantity;
 
   if (oldQuantity === quantity) {
@@ -38,13 +40,12 @@ export const updateSubscriptionItemQuantity = async ({
       id: item.id,
       quantity,
     })),
+    proration_behavior: prorationBehaviour,
+    // Need to "off_session" updates since adding 3DS will have payments
+    // not pass through for these immediate invoices.
+    off_session: true,
   };
 
-  // Only invoice immediately when changing the quantity of yearly item.
-  if (hasYearlyItem) {
-    subscriptionUpdatePayload.proration_behavior = 'always_invoice';
-  }
-
   await stripe.subscriptions.update(subscriptionId, subscriptionUpdatePayload);
 };
 
@@ -55,15 +56,19 @@ export const updateSubscriptionItemQuantity = async ({
  * via Stripe rather than enforcing a hard cap. A `memberCount` of `0` on the
  * organisation claim represents unlimited seats.
  *
+ * Organisations without a subscription (e.g. after being downgraded to the
+ * free plan) can pass `null`, in which case the claim cap is enforced
+ * directly without the seats-based exemption.
+ *
  * Should only be called from grow paths (invite/add). Reducing operations
  * must never be gated by this check.
  *
- * @param subscription - The organisation's Stripe subscription.
+ * @param subscription - The organisation's Stripe subscription, if any.
  * @param organisationClaim - The organisation claim.
- * @param quantity - The proposed total member + pending invite count.
+ * @param quantity - The proposed total member count.
  */
 export const assertMemberCountWithinCap = async (
-  subscription: Subscription,
+  subscription: Subscription | null,
   organisationClaim: OrganisationClaim,
   quantity: number,
 ) => {
@@ -75,10 +80,12 @@ export const assertMemberCountWithinCap = async (
   }
 
   // Seats-based plans don't have a hard cap; Stripe meters the usage.
-  const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
+  if (subscription) {
+    const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
 
-  if (isSeatsBased) {
-    return;
+    if (isSeatsBased) {
+      return;
+    }
   }
 
   if (quantity > maximumMemberCount) {
@@ -89,48 +96,134 @@ export const assertMemberCountWithinCap = async (
 };
 
 /**
- * Syncs the organisation's member count with the Stripe subscription quantity.
+ * Syncs the Stripe subscription quantity with the organisation's member count.
  *
- * No-ops for plans that are not seats-based, and for organisations with
- * unlimited seats (`organisationClaim.memberCount === 0`). Safe to call from
- * both grow and shrink paths.
+ * This is a Stripe <-> Database sync operation.
+ *
+ * Note: `organisationClaim.memberCount` is the paid seat high-water mark for the
+ * current billing period — the highest count we've already billed for.
  *
  * @param subscription - The subscription to sync the member count with.
  * @param organisationClaim - The organisation claim.
- * @param quantity - The new total member + pending invite count to sync.
+ * @param quantity - The new total member count to sync.
+ * @param mode - The member-count change that triggered the sync.
  */
 export const syncMemberCountWithStripeSeatPlan = async (
   subscription: Subscription,
   organisationClaim: OrganisationClaim,
   quantity: number,
+  mode: 'grow' | 'shrink',
 ) => {
-  // Infinite seats means no sync needed.
+  // Unlimited seats — nothing to meter.
   if (organisationClaim.memberCount === 0) {
     return;
   }
 
   const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
 
+  // Only seat-based plans support seat syncing.
   if (!isSeatsBased) {
     return;
   }
 
-  appLog('BILLING', 'Updating seat based plan');
+  // Whether to immediately invoice for new seats if the quantity is greater than
+  // the high-water mark.
+  const billsForNewSeats = mode === 'grow' && quantity > organisationClaim.memberCount;
+
+  appLog('BILLING', `Syncing seat based plan (${mode}, quantity ${quantity})`);
 
   await updateSubscriptionItemQuantity({
     priceId: subscription.priceId,
     subscriptionId: subscription.planId,
     quantity,
+    prorationBehaviour: billsForNewSeats ? 'always_invoice' : 'none',
+  });
+
+  // Advance the high-water mark when billing for new seats; it is reset to the
+  // actual member count when the billing period rolls over. Re-adds and shrinks
+  // deliberately leave it untouched so a seat already paid for this period is
+  // never re-charged.
+  if (billsForNewSeats) {
+    await prisma.organisationClaim.update({
+      where: {
+        id: organisationClaim.id,
+      },
+      data: {
+        memberCount: quantity,
+      },
+    });
+  }
+};
+
+/**
+ * Reconciles the organisation claim seat counter, and the stripe quantity with the
+ * actual member count.
+ *
+ * Uses the member count as the authoritative source of truth. Meaning:
+ * - Update the organisation claim with the member count
+ * - Update the Stripe subscription quantity to the member count
+ *
+ * This should only be called when the billing period rolls over.
+ */
+export const reconcileSeatBasedPlans = async (organisationId: string) => {
+  const organisation = await prisma.organisation.findFirst({
+    where: {
+      id: organisationId,
+    },
+    include: {
+      organisationClaim: true,
+      subscription: true,
+    },
+  });
+
+  if (!organisation || !organisation.subscription) {
+    return;
+  }
+
+  const { subscription, organisationClaim } = organisation;
+
+  // Stripe rejects quantity updates on canceled subscriptions. PAST_DUE is
+  // still live and a no-proration sync is safe, so it's allowed through.
+  if (subscription.status === SubscriptionStatus.INACTIVE) {
+    return;
+  }
+
+  // Unlimited seats — nothing to meter.
+  if (organisationClaim.memberCount === 0) {
+    return;
+  }
+
+  const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
+
+  // Only seat-based plans support seat syncing.
+  if (!isSeatsBased) {
+    return;
+  }
+
+  const memberCount = await prisma.organisationMember.count({
+    where: {
+      organisationId,
+    },
+  });
+
+  // An organisation always retains its owner; never write the unlimited sentinel.
+  if (memberCount === 0) {
+    return;
+  }
+
+  await updateSubscriptionItemQuantity({
+    priceId: subscription.priceId,
+    subscriptionId: subscription.planId,
+    quantity: memberCount,
+    prorationBehaviour: 'none',
   });
 
-  // This should be automatically updated after the Stripe webhook is fired
-  // but we just manually adjust it here as well to avoid any race conditions.
   await prisma.organisationClaim.update({
     where: {
       id: organisationClaim.id,
     },
     data: {
-      memberCount: quantity,
+      memberCount,
     },
   });
 };

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

@@ -2,7 +2,6 @@ import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { env } from '@documenso/lib/utils/env';
-
 import { syncStripeCustomerSubscription } from '../sync-stripe-customer-subscription';
 
 type StripeWebhookResponse = {

packages/email/components.ts

@@ -1,17 +1,19 @@
-export { Body } from '@react-email/body';
-export { Button } from '@react-email/button';
-export { Column } from '@react-email/column';
-export { Container } from '@react-email/container';
-export { Font } from '@react-email/font';
-export { Head } from '@react-email/head';
-export { Heading } from '@react-email/heading';
-export { Hr } from '@react-email/hr';
-export { Html } from '@react-email/html';
-export { Img } from '@react-email/img';
-export { Link } from '@react-email/link';
-export { Preview } from '@react-email/preview';
-export { render } from '@react-email/render';
-export { Row } from '@react-email/row';
-export { Section } from '@react-email/section';
-export { Tailwind } from '@react-email/tailwind';
-export { Text } from '@react-email/text';
+export {
+  Body,
+  Button,
+  Column,
+  Container,
+  Font,
+  Head,
+  Heading,
+  Hr,
+  Html,
+  Img,
+  Link,
+  Preview,
+  Row,
+  render,
+  Section,
+  Tailwind,
+  Text,
+} from 'react-email';

packages/email/package.json

@@ -17,33 +17,15 @@
     "clean": "rimraf node_modules"
   },
   "dependencies": {
-    "@documenso/nodemailer-resend": "4.0.0",
+    "@documenso/nodemailer-resend": "5.0.0",
     "@documenso/tailwind-config": "*",
-    "@react-email/body": "0.2.0",
-    "@react-email/button": "0.2.0",
-    "@react-email/code-block": "0.2.0",
-    "@react-email/code-inline": "0.0.5",
-    "@react-email/column": "0.0.13",
-    "@react-email/container": "0.0.15",
-    "@react-email/font": "0.0.9",
-    "@react-email/head": "0.0.12",
-    "@react-email/heading": "0.0.15",
-    "@react-email/hr": "0.0.11",
-    "@react-email/html": "0.0.11",
-    "@react-email/img": "0.0.11",
-    "@react-email/link": "0.0.12",
-    "@react-email/preview": "0.0.13",
-    "@react-email/render": "2.0.0",
-    "@react-email/row": "0.0.12",
-    "@react-email/section": "0.0.16",
-    "@react-email/tailwind": "^2.0.1",
-    "@react-email/text": "0.1.5",
-    "nodemailer": "^8.0.5",
-    "react-email": "^5.0.6",
+    "@react-email/render": "2.1.0",
+    "nodemailer": "^9.0.0",
+    "react-email": "^6.9.0",
     "resend": "^6.5.2"
   },
   "devDependencies": {
     "@documenso/tsconfig": "*",
-    "@types/nodemailer": "^8.0.0"
+    "@types/nodemailer": "^8.0.1"
   }
 }

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

@@ -87,7 +87,7 @@ export const TemplateDocumentInvite = ({
 
         <Section className="mt-8 mb-6 text-center">
           <Button
-            className="inline-flex items-center justify-center rounded-lg bg-primary px-6 py-3 text-center font-medium text-primary-foreground text-sbase no-underline"
+            className="inline-flex items-center justify-center rounded-lg bg-primary px-6 py-3 text-center font-medium text-base text-primary-foreground no-underline"
             href={signDocumentLink}
           >
             {match(role)

packages/email/transports/mailchannels.ts

@@ -3,6 +3,8 @@ import type { SentMessageInfo, Transport } from 'nodemailer';
 import type { Address } from 'nodemailer/lib/mailer';
 import type MailMessage from 'nodemailer/lib/mailer/mail-message';
 
+import { normalizeMailHeaders } from './normalize-headers';
+
 const VERSION = '1.0.0';
 
 type NodeMailerAddress = string | Address | Array<string | Address> | undefined;
@@ -54,6 +56,7 @@ export class MailChannelsTransport implements Transport<SentMessageInfo> {
     const mailBcc = this.toMailChannelsAddresses(mail.data.bcc);
 
     const [from] = this.toMailChannelsAddresses(mail.data.from);
+    const [replyTo] = this.toMailChannelsAddresses(mail.data.replyTo);
 
     if (!from) {
       return callback(new Error('Missing required field "from"'), null);
@@ -72,6 +75,8 @@ export class MailChannelsTransport implements Transport<SentMessageInfo> {
       headers: requestHeaders,
       body: JSON.stringify({
         from: from,
+        reply_to: replyTo,
+        headers: normalizeMailHeaders(mail.data.headers),
         subject: mail.data.subject,
         personalizations: [
           {

packages/email/transports/normalize-headers.ts

@@ -0,0 +1,55 @@
+import type Mail from 'nodemailer/lib/mailer';
+
+/**
+ * Normalizes nodemailer mail headers into the flat `Record<string, string>`
+ * shape accepted by HTTP email APIs such as Resend and MailChannels.
+ *
+ * Kept in sync with `toResendHeaders` in the `@documenso/nodemailer-resend`
+ * package, which applies the same normalization for the Resend transport.
+ */
+export const normalizeMailHeaders = (headers: Mail.Options['headers']): Record<string, string> | undefined => {
+  if (!headers) {
+    return undefined;
+  }
+
+  const normalized: Record<string, string> = {};
+
+  const appendHeader = (key: string, value: unknown) => {
+    if (value === null || value === undefined) {
+      return;
+    }
+
+    const stringValue = String(value);
+
+    normalized[key] = normalized[key] ? `${normalized[key]}, ${stringValue}` : stringValue;
+  };
+
+  if (Array.isArray(headers)) {
+    for (const { key, value } of headers) {
+      appendHeader(key, value);
+    }
+  } else {
+    for (const [key, value] of Object.entries(headers)) {
+      if (Array.isArray(value)) {
+        for (const item of value) {
+          appendHeader(key, item);
+        }
+
+        continue;
+      }
+
+      if (typeof value === 'object' && value !== null) {
+        appendHeader(key, value.value);
+        continue;
+      }
+
+      appendHeader(key, value);
+    }
+  }
+
+  if (Object.keys(normalized).length === 0) {
+    return undefined;
+  }
+
+  return normalized;
+};

packages/lib/client-only/cookies.ts

@@ -0,0 +1,17 @@
+/**
+ * Read a cookie value from `document.cookie`.
+ *
+ * Client-side counterpart of `extractCookieFromHeaders`. Only works for cookies that
+ * are not `HttpOnly`, such as the preferred team URL cookie.
+ */
+export const extractCookieFromDocument = (cookieName: string): string | null => {
+  const cookiePairs = document.cookie.split(';');
+
+  const cookie = cookiePairs.find((pair) => pair.trim().startsWith(`${cookieName}=`));
+
+  if (!cookie) {
+    return null;
+  }
+
+  return cookie.split('=')[1].trim();
+};

packages/lib/client-only/create-zip-writer.ts

@@ -0,0 +1,178 @@
+import { Zip, ZipPassThrough } from 'fflate';
+
+export type ZipFileEntry = {
+  /**
+   * The path of the file within the archive. Forward slashes create folders.
+   * Individual path segments should be sanitized with
+   * {@link sanitizeZipPathSegment} when derived from user-controlled values.
+   */
+  filename: string;
+  data: Blob;
+};
+
+/**
+ * Sanitizes a single path segment (folder or file name) for use inside a zip
+ * archive, replacing characters that are path separators or invalid on
+ * Windows extraction.
+ */
+export const sanitizeZipPathSegment = (segment: string): string => {
+  const sanitized = segment
+    .replace(/[\\/:*?"<>|\p{Cc}]/gu, '-')
+    .trim()
+    // Windows cannot extract folders or files ending with a dot.
+    .replace(/\.+$/, '');
+
+  return sanitized || 'untitled';
+};
+
+export type ZipWriter = {
+  /**
+   * Adds a file to the zip stream. Files are written incrementally so the
+   * input blob can be garbage collected once this resolves.
+   */
+  addFile: (entry: ZipFileEntry) => Promise<void>;
+
+  /**
+   * Finishes the zip stream and returns the archive as a blob.
+   */
+  finalize: () => Blob;
+
+  /**
+   * Discards the zip stream and any buffered output.
+   */
+  abort: () => void;
+};
+
+/**
+ * How many bytes of a blob to materialise into the JS heap per read. Blobs
+ * (e.g. fetch responses) can be disk-backed by the browser, it is only
+ * `arrayBuffer()` that forces them into memory, so we read in slices.
+ */
+const READ_SLICE_BYTES = 4 * 1024 * 1024;
+
+/**
+ * Once this many bytes of zip output have accumulated in the JS heap they are
+ * coalesced into an intermediate blob. Browsers can page blob storage to disk
+ * under memory pressure, and the final `new Blob(parts)` composes parts by
+ * reference, so this keeps the heap bounded regardless of archive size.
+ */
+const OUTPUT_COALESCE_BYTES = 16 * 1024 * 1024;
+
+/**
+ * Creates an incremental client-side zip writer.
+ *
+ * Files are stored without compression (PDFs are already internally
+ * compressed) and streamed through the archive as they are added, so peak JS
+ * heap usage is bounded by roughly one read slice plus one output buffer
+ * rather than the total size of the archive.
+ */
+export const createZipWriter = (): ZipWriter => {
+  const usedNames = new Set<string>();
+
+  const outputParts: Blob[] = [];
+  let pendingChunks: Uint8Array[] = [];
+  let pendingSize = 0;
+
+  let zipError: Error | null = null;
+
+  const flushPendingChunks = () => {
+    if (pendingChunks.length === 0) {
+      return;
+    }
+
+    outputParts.push(new Blob(pendingChunks));
+    pendingChunks = [];
+    pendingSize = 0;
+  };
+
+  // ZipPassThrough is synchronous (no workers), so output callbacks have
+  // always fired by the time `push`/`end` return.
+  const zipStream = new Zip((error, chunk, isFinal) => {
+    if (error) {
+      zipError = error;
+      return;
+    }
+
+    pendingChunks.push(chunk);
+    pendingSize += chunk.length;
+
+    if (pendingSize >= OUTPUT_COALESCE_BYTES || isFinal) {
+      flushPendingChunks();
+    }
+  });
+
+  /**
+   * Deduplicates filenames case-insensitively (Windows extraction is
+   * case-insensitive) by appending " (n)" before the extension.
+   */
+  const deduplicateFilename = (filename: string) => {
+    const match = filename.match(/^(.*?)(\.[^./]+)?$/);
+
+    const baseName = match?.[1] ?? filename;
+    const extension = match?.[2] ?? '';
+
+    let candidate = filename;
+    let counter = 1;
+
+    while (usedNames.has(candidate.toLowerCase())) {
+      candidate = `${baseName} (${counter})${extension}`;
+      counter += 1;
+    }
+
+    usedNames.add(candidate.toLowerCase());
+
+    return candidate;
+  };
+
+  const addFile = async ({ filename, data }: ZipFileEntry) => {
+    if (zipError) {
+      throw zipError;
+    }
+
+    const file = new ZipPassThrough(deduplicateFilename(filename));
+
+    zipStream.add(file);
+
+    for (let offset = 0; offset < data.size; offset += READ_SLICE_BYTES) {
+      const slice = data.slice(offset, offset + READ_SLICE_BYTES);
+
+      file.push(new Uint8Array(await slice.arrayBuffer()));
+
+      if (zipError) {
+        throw zipError;
+      }
+    }
+
+    file.push(new Uint8Array(0), true);
+
+    if (zipError) {
+      throw zipError;
+    }
+  };
+
+  const finalize = () => {
+    zipStream.end();
+
+    if (zipError) {
+      throw zipError;
+    }
+
+    flushPendingChunks();
+
+    return new Blob(outputParts, { type: 'application/zip' });
+  };
+
+  const abort = () => {
+    zipStream.terminate();
+
+    pendingChunks = [];
+    pendingSize = 0;
+    outputParts.length = 0;
+  };
+
+  return {
+    addFile,
+    finalize,
+    abort,
+  };
+};

packages/lib/client-only/download-pdf.ts

@@ -32,7 +32,11 @@ const versionToFilenameSuffix = (version: DocumentVersion): string => {
   }
 };
 
-export const downloadPDF = async ({ envelopeItem, token, fileName, version = 'signed' }: DownloadPDFProps) => {
+/**
+ * Fetches a PDF for an envelope item and returns it as a blob alongside the
+ * filename it should be saved as. Throws on non-OK responses.
+ */
+export const fetchPDF = async ({ envelopeItem, token, fileName, version = 'signed' }: DownloadPDFProps) => {
   const downloadUrl = getEnvelopeItemPdfUrl({
     type: 'download',
     envelopeItem: envelopeItem,
@@ -40,12 +44,27 @@ export const downloadPDF = async ({ envelopeItem, token, fileName, version = 'si
     version,
   });
 
-  const blob = await fetch(downloadUrl).then(async (res) => await res.blob());
+  const response = await fetch(downloadUrl);
+
+  if (!response.ok) {
+    throw new Error(`Failed to download PDF: ${response.status}`);
+  }
+
+  const blob = await response.blob();
 
   const baseTitle = (fileName ?? 'document').replace(/\.pdf$/, '');
 
-  downloadFile({
+  return {
     filename: `${baseTitle}${versionToFilenameSuffix(version)}`,
+    blob,
+  };
+};
+
+export const downloadPDF = async (options: DownloadPDFProps) => {
+  const { filename, blob } = await fetchPDF(options);
+
+  downloadFile({
+    filename,
     data: blob,
   });
 };

packages/lib/client-only/hooks/use-autosave.ts

@@ -8,7 +8,7 @@ type SaveRequest<T, R> = {
 export const useAutoSave = <T, R = void>(onSave: (data: T) => Promise<R>, options: { delay?: number } = {}) => {
   const { delay = 2000 } = options;
 
-  const saveTimeoutRef = useRef<NodeJS.Timeout>();
+  const saveTimeoutRef = useRef<NodeJS.Timeout | undefined>(undefined);
   const saveQueueRef = useRef<SaveRequest<T, R>[]>([]);
   const isProcessingRef = useRef(false);
 

packages/lib/client-only/hooks/use-child-route-flags.ts

@@ -0,0 +1,55 @@
+import { useMatches } from 'react-router';
+
+/**
+ * The layout treatment a route wants from its parent layout(s).
+ *
+ * - `'settings'` — the full-height unified settings layout: no centered page
+ *   container, a full-width app header, and a viewport-height flex column so the
+ *   settings shell can fill the available space and scroll internally.
+ * - `null` — the default layout (centered `<PageContainer />`, normal flow).
+ */
+export type LayoutMode = 'settings' | null;
+
+/**
+ * Typed route `handle` export. Controls layout rendering.
+ *
+ * - `hideAppHeader` — tells the parent layout to skip rendering `<AppHeader />`.
+ * - `layoutMode` — selects the layout treatment the parent layout(s) apply. See
+ *   {@link LayoutMode}.
+ */
+export type RouteHandle = {
+  hideAppHeader?: boolean;
+  layoutMode?: LayoutMode;
+};
+
+/**
+ * Returns layout flags from the deepest matching route that sets any.
+ * Layouts call this to decide whether to render certain elements.
+ */
+export function useChildRouteFlags(): { hideAppHeader: boolean; layoutMode: LayoutMode } {
+  const matches = useMatches();
+
+  let hideAppHeader = false;
+  let layoutMode: LayoutMode = null;
+
+  // Walk from deepest match backward so the leaf route wins per flag.
+  for (let i = matches.length - 1; i >= 0; i--) {
+    const handle = matches[i].handle;
+
+    if (handle == null || typeof handle !== 'object') {
+      continue;
+    }
+
+    const h = handle as RouteHandle;
+
+    if (layoutMode === null && h.layoutMode) {
+      layoutMode = h.layoutMode;
+    }
+
+    if (!hideAppHeader && h.hideAppHeader) {
+      hideAppHeader = true;
+    }
+  }
+
+  return { hideAppHeader, layoutMode };
+}

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

@@ -7,9 +7,10 @@ import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { useId } from 'react';
 import type { UseFormReturn } from 'react-hook-form';
 import { useForm } from 'react-hook-form';
-import { prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
+import { isCcRecipient, normalizeRecipientSigningOrders, sortRecipientsForSigningOrder } from '../../utils/recipients';
+
 const LocalRecipientSchema = z.object({
   formId: z.string().min(1),
   id: z.number().optional(),
@@ -94,13 +95,13 @@ export const useEditorRecipients = ({ envelope }: EditorRecipientsProps): UseEdi
       name: recipient.name,
       email: recipient.email,
       role: recipient.role,
-      signingOrder: recipient.signingOrder ?? index + 1,
+      signingOrder: isCcRecipient(recipient) ? undefined : (recipient.signingOrder ?? index + 1),
       actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
     }));
 
     const signers: TLocalRecipient[] =
       formRecipients.length > 0
-        ? sortBy(formRecipients, [prop('signingOrder'), 'asc'], [prop('id'), 'asc'])
+        ? normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(formRecipients))
         : [
             {
               formId: initialId,

packages/lib/client-only/hooks/use-envelope-autosave.ts

@@ -1,84 +1,100 @@
 import { useCallback, useEffect, useRef, useState } from 'react';
 
+/**
+ * Debounced autosave for the envelope editor (recipients, fields, settings).
+ *
+ * Only one save runs at a time and the latest edit always wins. If the user
+ * keeps editing while a save is on the wire, their newest changes get saved
+ * right after, never dropped.
+ */
 export function useEnvelopeAutosave<T>(saveFn: (data: T) => Promise<void>, delay = 1000) {
   const timeoutRef = useRef<ReturnType<typeof setTimeout> | null>(null);
-  const lastArgsRef = useRef<T | null>(null);
-  const pendingPromiseRef = useRef<Promise<void> | null>(null);
+
+  // The edit waiting to be saved. Wrapped in an object so null always means "nothing queued".
+  const pendingRef = useRef<{ value: T } | null>(null);
+
+  // The save currently running, if any. Shared so we never kick off two at once.
+  const commitPromiseRef = useRef<Promise<void> | null>(null);
+
+  // saveFn closes over editor state, so keep the latest one around without
+  // making triggerSave/flush depend on it.
+  const saveFnRef = useRef(saveFn);
+  saveFnRef.current = saveFn;
 
   const [isPending, setIsPending] = useState(false);
   const [isCommiting, setIsCommiting] = useState(false);
 
+  /**
+   * Runs saves one at a time until the queue is empty. Anything queued
+   * mid-save gets picked up on the next loop.
+   */
+  const commit = useCallback((): Promise<void> => {
+    if (commitPromiseRef.current) {
+      return commitPromiseRef.current;
+    }
+
+    if (!pendingRef.current) {
+      return Promise.resolve();
+    }
+
+    const pump = (async () => {
+      try {
+        setIsCommiting(true);
+
+        while (pendingRef.current) {
+          const { value } = pendingRef.current;
+          pendingRef.current = null;
+
+          await saveFnRef.current(value);
+        }
+      } finally {
+        // eslint-disable-next-line require-atomic-updates
+        commitPromiseRef.current = null;
+        setIsCommiting(false);
+        setIsPending(false);
+      }
+    })();
+
+    commitPromiseRef.current = pump;
+
+    return pump;
+  }, []);
+
   const triggerSave = useCallback(
     (data: T) => {
-      lastArgsRef.current = data;
+      pendingRef.current = { value: data };
 
-      // A debounce or promise means something is pending
       setIsPending(true);
 
       if (timeoutRef.current) {
         clearTimeout(timeoutRef.current);
       }
 
-      // eslint-disable-next-line @typescript-eslint/no-misused-promises
-      timeoutRef.current = setTimeout(async () => {
-        if (!lastArgsRef.current) {
-          return;
-        }
-
-        const args = lastArgsRef.current;
-        lastArgsRef.current = null;
+      timeoutRef.current = setTimeout(() => {
         timeoutRef.current = null;
-
-        setIsCommiting(true);
-        pendingPromiseRef.current = saveFn(args);
-
-        try {
-          await pendingPromiseRef.current;
-        } finally {
-          // eslint-disable-next-line require-atomic-updates
-          pendingPromiseRef.current = null;
-          setIsCommiting(false);
-          setIsPending(false);
-        }
+        void commit();
       }, delay);
     },
-    [saveFn, delay],
+    [commit, delay],
   );
 
+  /**
+   * Skip the debounce and save now. The editor calls this when it needs
+   * everything persisted, e.g. before sending or switching steps.
+   */
   const flush = useCallback(async () => {
     if (timeoutRef.current) {
       clearTimeout(timeoutRef.current);
       timeoutRef.current = null;
     }
 
-    if (pendingPromiseRef.current) {
-      // Already running → wait for it
-      await pendingPromiseRef.current;
-      return;
-    }
-
-    if (lastArgsRef.current) {
-      const args = lastArgsRef.current;
-      lastArgsRef.current = null;
-
-      setIsCommiting(true);
-      setIsPending(true);
-
-      pendingPromiseRef.current = saveFn(args);
-      try {
-        await pendingPromiseRef.current;
-      } finally {
-        // eslint-disable-next-line require-atomic-updates
-        pendingPromiseRef.current = null;
-        setIsCommiting(false);
-        setIsPending(false);
-      }
-    }
-  }, [saveFn]);
+    await commit();
+  }, [commit]);
 
+  // Last-ditch attempt to save if the tab closes with unsaved edits.
   useEffect(() => {
     const handleBeforeUnload = () => {
-      if (timeoutRef.current || pendingPromiseRef.current) {
+      if (timeoutRef.current || pendingRef.current || commitPromiseRef.current) {
         void flush();
       }
     };

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

@@ -15,7 +15,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useLingui } from '@lingui/react/macro';
 import { EnvelopeType, Prisma, ReadStatus, SendStatus, SigningStatus } from '@prisma/client';
 import type React from 'react';
-import { createContext, useCallback, useContext, useMemo, useRef, useState } from 'react';
+import { createContext, useCallback, useContext, useMemo, useRef, useState, useSyncExternalStore } from 'react';
 import { useSearchParams } from 'react-router';
 
 import type { TDocumentEmailSettings } from '../../types/document-email';
@@ -107,7 +107,39 @@ export const EnvelopeEditorProvider = ({
 
   const [_searchParams, setSearchParams] = useSearchParams();
 
-  const [envelope, _setEnvelope] = useState(initialEnvelope);
+  /**
+   * The envelope is kept in a ref-backed external store instead of useState so
+   * that async consumers (debounced autosave callbacks, flushAutosave, resetForms)
+   * can synchronously read the latest value via `getEnvelope`.
+   *
+   * React subscribes to the store through useSyncExternalStore, keeping renders in
+   * sync without maintaining a separate copy of the state.
+   */
+  const envelopeStoreRef = useRef(initialEnvelope);
+  const envelopeStoreSubscribersRef = useRef(new Set<() => void>());
+
+  const subscribeToEnvelopeStore = useCallback((onStoreChange: () => void) => {
+    envelopeStoreSubscribersRef.current.add(onStoreChange);
+
+    return () => {
+      envelopeStoreSubscribersRef.current.delete(onStoreChange);
+    };
+  }, []);
+
+  const getEnvelope = useCallback(() => envelopeStoreRef.current, []);
+
+  const setEnvelope = useCallback((action: React.SetStateAction<TEditorEnvelope>) => {
+    const next = typeof action === 'function' ? action(envelopeStoreRef.current) : action;
+
+    envelopeStoreRef.current = next;
+
+    for (const onStoreChange of envelopeStoreSubscribersRef.current) {
+      onStoreChange();
+    }
+  }, []);
+
+  const envelope = useSyncExternalStore(subscribeToEnvelopeStore, getEnvelope, getEnvelope);
+
   const [autosaveError, setAutosaveError] = useState<boolean>(false);
 
   const isCscMode = IS_INSTANCE_CSC_MODE();
@@ -135,8 +167,6 @@ export const EnvelopeEditorProvider = ({
     };
   }, [isCscMode, providedEditorConfig]);
 
-  const envelopeRef = useRef(initialEnvelope);
-
   const externalFlushCallbacksRef = useRef<Map<string, () => Promise<void>>>(new Map());
   const pendingMutationsRef = useRef<Set<Promise<unknown>>>(new Set());
 
@@ -156,14 +186,6 @@ export const EnvelopeEditorProvider = ({
     });
   }, []);
 
-  const setEnvelope: typeof _setEnvelope = (action) => {
-    _setEnvelope((prev) => {
-      const next = typeof action === 'function' ? action(prev) : action;
-      envelopeRef.current = next;
-      return next;
-    });
-  };
-
   const isEmbedded = editorConfig.embedded !== undefined;
 
   const editorFields = useEditorFields({
@@ -192,16 +214,18 @@ export const EnvelopeEditorProvider = ({
     try {
       let recipients: TEditorEnvelope['recipients'] = [];
 
+      const currentEnvelope = getEnvelope();
+
       if (!isEmbedded) {
         const response = await setRecipientsMutation.mutateAsync({
-          envelopeId: envelope.id,
-          envelopeType: envelope.type,
+          envelopeId: currentEnvelope.id,
+          envelopeType: currentEnvelope.type,
           recipients: localRecipients,
         });
 
         recipients = response.data;
       } else {
-        recipients = mapLocalRecipientsToRecipients({ envelope, localRecipients });
+        recipients = mapLocalRecipientsToRecipients({ envelope: currentEnvelope, localRecipients });
       }
 
       setEnvelope((prev) => ({
@@ -211,9 +235,7 @@ export const EnvelopeEditorProvider = ({
       }));
 
       // Reset the local fields to ensure deleted recipient fields are removed.
-      editorFields.resetForm(
-        envelope.fields.filter((field) => recipients.some((recipient) => recipient.id === field.recipientId)),
-      );
+      editorFields.resetForm(getEnvelope().fields);
 
       setAutosaveError(false);
     } catch (err) {
@@ -248,16 +270,18 @@ export const EnvelopeEditorProvider = ({
     try {
       let fields: TSetEnvelopeFieldsResponse['data'] = [];
 
+      const currentEnvelope = getEnvelope();
+
       if (!isEmbedded) {
         const response = await setFieldsMutation.mutateAsync({
-          envelopeId: envelope.id,
-          envelopeType: envelope.type,
+          envelopeId: currentEnvelope.id,
+          envelopeType: currentEnvelope.type,
           fields: localFields,
         });
 
         fields = response.data;
       } else {
-        fields = mapLocalFieldsToFields({ envelope, localFields });
+        fields = mapLocalFieldsToFields({ envelope: currentEnvelope, localFields });
       }
 
       setEnvelope((prev) => ({
@@ -309,7 +333,7 @@ export const EnvelopeEditorProvider = ({
     try {
       const response = !isEmbedded
         ? await updateEnvelopeMutation.mutateAsync({
-            envelopeId: envelope.id,
+            envelopeId: getEnvelope().id,
             data,
             meta,
           })
@@ -467,12 +491,14 @@ export const EnvelopeEditorProvider = ({
   };
 
   const resetForms = () => {
+    const currentEnvelope = getEnvelope();
+
     editorRecipients.resetForm({
-      recipients: envelopeRef.current.recipients,
-      documentMeta: envelopeRef.current.documentMeta,
+      recipients: currentEnvelope.recipients,
+      documentMeta: currentEnvelope.documentMeta,
     });
 
-    editorFields.resetForm(envelopeRef.current.fields);
+    editorFields.resetForm(currentEnvelope.fields);
   };
 
   const flushAutosave = async (): Promise<TEditorEnvelope> => {
@@ -488,7 +514,7 @@ export const EnvelopeEditorProvider = ({
       await Promise.allSettled(Array.from(pendingMutationsRef.current));
     }
 
-    return envelopeRef.current;
+    return getEnvelope();
   };
 
   return (

packages/lib/constants/app.ts

@@ -6,6 +6,42 @@ export const APP_DOCUMENT_UPLOAD_SIZE_LIMIT = Number(env('NEXT_PUBLIC_DOCUMENT_S
 
 export const NEXT_PUBLIC_WEBAPP_URL = () => env('NEXT_PUBLIC_WEBAPP_URL') ?? 'http://localhost:3000';
 
+/**
+ * The sub-path the app is served under (no trailing slash), e.g. "/ESign".
+ * Returns an empty string when served at root.
+ *
+ * Prefers the explicit NEXT_PUBLIC_BASE_PATH (which is the same value baked
+ * into the Vite/React Router build). Falls back to the pathname of
+ * NEXT_PUBLIC_WEBAPP_URL so the function still works in dev when the env
+ * variable is unset.
+ *
+ * Avoid using this to build URLs, use {@link formatPath} instead. Reserve this
+ * for cases where the raw prefix itself is needed, such as path comparisons.
+ */
+export const getBasePath = (): string => {
+  const explicit = env('NEXT_PUBLIC_BASE_PATH');
+
+  if (explicit) {
+    return explicit.replace(/\/$/, '');
+  }
+
+  try {
+    return new URL(NEXT_PUBLIC_WEBAPP_URL()).pathname.replace(/\/$/, '');
+  } catch {
+    return '';
+  }
+};
+
+/**
+ * Prefix a root-relative path with the app's base path.
+ *
+ * `formatPath('/api/trpc')` -> `/ESign/api/trpc` under sub-path hosting,
+ * `/api/trpc` otherwise.
+ */
+export const formatPath = (path: string): string => {
+  return `${getBasePath()}${path}`;
+};
+
 export const NEXT_PUBLIC_SIGNING_CONTACT_INFO = () =>
   env('NEXT_PUBLIC_SIGNING_CONTACT_INFO') ?? NEXT_PUBLIC_WEBAPP_URL();
 
@@ -17,6 +53,14 @@ export const NEXT_PRIVATE_INTERNAL_WEBAPP_URL = () =>
 
 export const IS_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED') === 'true';
 
+/**
+ * Whether this instance is Documenso Cloud (managed SaaS).
+ *
+ * Used so we can show a different UI for Documenso Cloud and self-hosted instances since
+ * there are things like billing, upsells, documenso links, etc that don't make sense for self-hosted instances.
+ */
+export const IS_DOCUMENSO_CLOUD = () => env('NEXT_PUBLIC_IS_DOCUMENSO_CLOUD') === 'true';
+
 export const API_V2_BETA_URL = '/api/v2-beta';
 export const API_V2_URL = '/api/v2';
 
@@ -24,7 +68,20 @@ export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@docume
 
 export const USE_INTERNAL_URL_BROWSERLESS = () => env('NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS') === 'true';
 
-export const IS_AI_FEATURES_CONFIGURED = () => !!env('GOOGLE_VERTEX_PROJECT_ID') && !!env('GOOGLE_VERTEX_API_KEY');
+/**
+ * Returns whether AI features are configured for this instance.
+ *
+ * Platform-aware:
+ * - On the server, checks the private Vertex credentials are configured.
+ * - On the client, reads the derived public flag injected via `window.__ENV__`.
+ */
+export const IS_AI_FEATURES_CONFIGURED = (): boolean => {
+  if (typeof window === 'undefined') {
+    return !!env('GOOGLE_VERTEX_PROJECT_ID') && !!env('GOOGLE_VERTEX_API_KEY');
+  }
+
+  return env('NEXT_PUBLIC_AI_FEATURES_ENABLED') === 'true';
+};
 
 /**
  * Temporary flag to toggle between Playwright-based and Konva-based PDF generation
@@ -86,3 +143,5 @@ export const CSC_INSTANCE_SIGNATURE_LEVEL = (): TSignatureLevel => {
 
   return value;
 };
+
+export const DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL = 'https://documen.so/enterprise-cta';

packages/lib/constants/cookies.ts

@@ -0,0 +1 @@
+export const PREFERRED_TEAM_URL_COOKIE = 'preferred-team-url';

packages/lib/errors/app-error.ts

@@ -36,6 +36,34 @@ export enum AppErrorCode {
    */
   ENVELOPE_TSP_LOCKED = 'ENVELOPE_TSP_LOCKED',
 
+  /**
+   * A completion request was made for a recipient that has already signed.
+   * Thrown for retried, stale or concurrent duplicate submissions so callers
+   * can resolve them idempotently instead of surfacing an error.
+   */
+  RECIPIENT_ALREADY_SIGNED = 'RECIPIENT_ALREADY_SIGNED',
+
+  /**
+   * A completion request was made for a recipient that still has required
+   * fields which have not been inserted. Usually indicates the client's field
+   * state is out of sync with the server (e.g. a field insert failed to
+   * persist before submission).
+   */
+  RECIPIENT_HAS_UNSIGNED_FIELDS = 'RECIPIENT_HAS_UNSIGNED_FIELDS',
+
+  /**
+   * A completion request was made by a recipient in a sequential signing flow
+   * before the preceding recipients have signed.
+   */
+  RECIPIENT_OUT_OF_TURN = 'RECIPIENT_OUT_OF_TURN',
+
+  /**
+   * A signer recipient does not have a signature field assigned. Thrown when
+   * distributing an envelope or using a direct template where at least one
+   * signer has no signature field.
+   */
+  MISSING_SIGNATURE_FIELD = 'MISSING_SIGNATURE_FIELD',
+
   /**
    * CSC (Cloud Signature Consortium) error codes. See the CSC QES V1 spec
    * for the recovery taxonomy.
@@ -84,6 +112,9 @@ export const genericErrorCodeToTrpcErrorCodeMap: Record<string, { code: string;
   [AppErrorCode.ENVELOPE_CANCELLED]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_LEGACY]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.ENVELOPE_TSP_LOCKED]: { code: 'BAD_REQUEST', status: 400 },
+  [AppErrorCode.MISSING_SIGNATURE_FIELD]: { code: 'BAD_REQUEST', status: 400 },
+  [AppErrorCode.RECIPIENT_HAS_UNSIGNED_FIELDS]: { code: 'BAD_REQUEST', status: 400 },
+  [AppErrorCode.RECIPIENT_OUT_OF_TURN]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.CSC_INSTANCE_MODE_MISMATCH]: { code: 'BAD_REQUEST', status: 400 },
   [AppErrorCode.CSC_UNLICENSED]: { code: 'FORBIDDEN', status: 403 },
   [AppErrorCode.CSC_PROVIDER_INFO_FAILED]: { code: 'INTERNAL_SERVER_ERROR', status: 500 },
@@ -291,6 +322,9 @@ export class AppError extends Error {
         AppErrorCode.ENVELOPE_CANCELLED,
         AppErrorCode.ENVELOPE_LEGACY,
         AppErrorCode.ENVELOPE_TSP_LOCKED,
+        AppErrorCode.MISSING_SIGNATURE_FIELD,
+        AppErrorCode.RECIPIENT_HAS_UNSIGNED_FIELDS,
+        AppErrorCode.RECIPIENT_OUT_OF_TURN,
         AppErrorCode.CSC_INSTANCE_MODE_MISMATCH,
         AppErrorCode.CSC_CREDENTIAL_LIST_EMPTY,
         AppErrorCode.CSC_CERT_INVALID,

packages/lib/jobs/client.ts

@@ -17,6 +17,7 @@ import { SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION } from './definitions/emai
 import { SEND_SIGNING_EMAIL_JOB_DEFINITION } from './definitions/emails/send-signing-email';
 import { SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-deleted-email';
 import { ADMIN_DELETE_ORGANISATION_JOB_DEFINITION } from './definitions/internal/admin-delete-organisation';
+import { ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION } from './definitions/internal/alert-organisation-seat-drift';
 import { BACKPORT_SUBSCRIPTION_CLAIM_JOB_DEFINITION } from './definitions/internal/backport-subscription-claims';
 import { BULK_SEND_TEMPLATE_JOB_DEFINITION } from './definitions/internal/bulk-send-template';
 import { CANCEL_ORGANISATION_SUBSCRIPTION_JOB_DEFINITION } from './definitions/internal/cancel-organisation-subscription';
@@ -29,6 +30,7 @@ import { SEAL_DOCUMENT_JOB_DEFINITION } from './definitions/internal/seal-docume
 import { SEAL_DOCUMENT_SWEEP_JOB_DEFINITION } from './definitions/internal/seal-document-sweep';
 import { SEND_SIGNING_REMINDERS_SWEEP_JOB_DEFINITION } from './definitions/internal/send-signing-reminders-sweep';
 import { SYNC_EMAIL_DOMAINS_JOB_DEFINITION } from './definitions/internal/sync-email-domains';
+import { SYNC_ORGANISATION_SEATS_JOB_DEFINITION } from './definitions/internal/sync-organisation-seats';
 
 /**
  * The `as const` assertion is load bearing as it provides the correct level of type inference for
@@ -64,7 +66,9 @@ export const jobsClient = new JobClient([
   CLEANUP_RATE_LIMITS_JOB_DEFINITION,
   SYNC_EMAIL_DOMAINS_JOB_DEFINITION,
   ADMIN_DELETE_ORGANISATION_JOB_DEFINITION,
+  ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION,
   CANCEL_ORGANISATION_SUBSCRIPTION_JOB_DEFINITION,
+  SYNC_ORGANISATION_SEATS_JOB_DEFINITION,
 ] as const);
 
 export const jobs = jobsClient;

packages/lib/jobs/definitions/internal/alert-organisation-seat-drift.handler.ts

@@ -0,0 +1,67 @@
+import { mailer } from '@documenso/email/mailer';
+import { prisma } from '@documenso/prisma';
+import { IS_BILLING_ENABLED, SUPPORT_EMAIL } from '../../../constants/app';
+import { DOCUMENSO_INTERNAL_EMAIL } from '../../../constants/email';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TAlertOrganisationSeatDriftJobDefinition } from './alert-organisation-seat-drift';
+
+/**
+ * Daily check for organisations whose member count exceeds their paid seat
+ * count (`organisationClaim.memberCount`, where `0` means unlimited).
+ */
+export const run = async ({ io }: { payload: TAlertOrganisationSeatDriftJobDefinition; io: JobRunIO }) => {
+  if (!IS_BILLING_ENABLED()) {
+    return;
+  }
+
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      // Exclude unlimited-seat plans (memberCount === 0).
+      organisationClaim: {
+        memberCount: {
+          not: 0,
+        },
+      },
+    },
+    select: {
+      id: true,
+      name: true,
+      organisationClaim: {
+        select: {
+          memberCount: true,
+        },
+      },
+      _count: {
+        select: {
+          members: true,
+        },
+      },
+    },
+  });
+
+  const driftedOrganisations = organisations.filter(
+    (organisation) =>
+      organisation.organisationClaim !== null &&
+      organisation._count.members > organisation.organisationClaim.memberCount,
+  );
+
+  if (driftedOrganisations.length === 0) {
+    io.logger.info('No organisations exceed their paid seat count');
+
+    return;
+  }
+
+  await mailer.sendMail({
+    to: SUPPORT_EMAIL,
+    from: DOCUMENSO_INTERNAL_EMAIL,
+    subject: `[Billing] ${driftedOrganisations.length} organisation(s) exceed their paid seat count`,
+    text: [
+      `${driftedOrganisations.length} organisation(s) have more members than their paid seat count:`,
+      '',
+      ...driftedOrganisations.map(
+        (organisation) =>
+          `- ${organisation.name} (${organisation.id}): ${organisation._count.members} members vs ${organisation.organisationClaim?.memberCount ?? 0} paid seats`,
+      ),
+    ].join('\n'),
+  });
+};

packages/lib/jobs/definitions/internal/alert-organisation-seat-drift.ts

@@ -0,0 +1,30 @@
+import { z } from 'zod';
+
+import type { JobDefinition } from '../../client/_internal/job';
+
+const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID = 'internal.alert-organisation-seat-drift';
+
+const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA = z.object({});
+
+export type TAlertOrganisationSeatDriftJobDefinition = z.infer<
+  typeof ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA
+>;
+
+export const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION = {
+  id: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+  name: 'Alert Organisation Seat Drift',
+  version: '1.0.0',
+  trigger: {
+    name: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+    schema: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA,
+    cron: '0 0 * * *', // Once a day at midnight.
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./alert-organisation-seat-drift.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+  TAlertOrganisationSeatDriftJobDefinition
+>;

packages/lib/jobs/definitions/internal/sync-organisation-seats.handler.ts

@@ -0,0 +1,54 @@
+import { syncMemberCountWithStripeSeatPlan } from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
+import { prisma } from '@documenso/prisma';
+import { SubscriptionStatus } from '@prisma/client';
+import { IS_BILLING_ENABLED } from '../../../constants/app';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TSyncOrganisationSeatsJobDefinition } from './sync-organisation-seats';
+
+export const run = async ({ payload }: { payload: TSyncOrganisationSeatsJobDefinition; io: JobRunIO }) => {
+  const { organisationId } = payload;
+
+  if (!IS_BILLING_ENABLED()) {
+    return;
+  }
+
+  const organisation = await prisma.organisation.findUnique({
+    where: {
+      id: organisationId,
+    },
+    include: {
+      subscription: true,
+      organisationClaim: true,
+    },
+  });
+
+  if (!organisation || !organisation.subscription) {
+    return;
+  }
+
+  // Skip canceled/terminal subscriptions — Stripe rejects quantity updates on a
+  // canceled subscription. PAST_DUE is still live and a no-proration shrink is
+  // safe, so it's allowed through.
+  if (organisation.subscription.status === SubscriptionStatus.INACTIVE) {
+    return;
+  }
+
+  const memberCount = await prisma.organisationMember.count({
+    where: {
+      organisationId,
+    },
+  });
+
+  // An organisation always retains its owner; guarding zero avoids writing the
+  // unlimited sentinel to the claim.
+  if (memberCount === 0) {
+    return;
+  }
+
+  await syncMemberCountWithStripeSeatPlan(
+    organisation.subscription,
+    organisation.organisationClaim,
+    memberCount,
+    'shrink',
+  );
+};

packages/lib/jobs/definitions/internal/sync-organisation-seats.ts

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import type { JobDefinition } from '../../client/_internal/job';
+
+const SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID = 'internal.sync-organisation-seats';
+
+const SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA = z.object({
+  organisationId: z.string(),
+});
+
+export type TSyncOrganisationSeatsJobDefinition = z.infer<typeof SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA>;
+
+export const SYNC_ORGANISATION_SEATS_JOB_DEFINITION = {
+  id: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+  name: 'Sync Organisation Seats',
+  version: '1.0.0',
+  trigger: {
+    name: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+    schema: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA,
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./sync-organisation-seats.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+  TSyncOrganisationSeatsJobDefinition
+>;

packages/lib/package.json

@@ -15,7 +15,7 @@
     "clean": "rimraf node_modules"
   },
   "dependencies": {
-    "@ai-sdk/google-vertex": "3.0.81",
+    "@ai-sdk/google-vertex": "5.0.48",
     "@aws-sdk/client-s3": "^3.998.0",
     "@aws-sdk/client-sesv2": "^3.998.0",
     "@aws-sdk/cloudfront-signer": "^3.998.0",
@@ -29,6 +29,7 @@
     "@documenso/email": "*",
     "@documenso/prisma": "*",
     "@documenso/signing": "*",
+    "@documenso/skia-canvas": "^3.0.8-documenso.3",
     "@lingui/core": "^5.6.0",
     "@lingui/macro": "^5.6.0",
     "@lingui/react": "^5.6.0",
@@ -42,7 +43,7 @@
     "@sindresorhus/slugify": "^3.0.0",
     "@team-plain/typescript-sdk": "^5.11.0",
     "@vvo/tzdb": "^6.196.0",
-    "ai": "^5.0.104",
+    "ai": "^7.0.58",
     "bullmq": "^5.71.1",
     "colord": "^2.9.3",
     "csv-parse": "^6.1.0",
@@ -60,14 +61,13 @@
     "pino": "^9.14.0",
     "pino-pretty": "^13.1.2",
     "playwright": "1.56.1",
-    "postcss": "^8.5.14",
-    "postcss-selector-parser": "^7.1.1",
+    "postcss": "^8.5.19",
+    "postcss-selector-parser": "^7.1.4",
     "posthog-js": "^1.297.2",
     "posthog-node": "4.18.0",
-    "react": "^18",
+    "react": "^19.2.7",
     "remeda": "^2.32.0",
-    "sharp": "0.34.5",
-    "skia-canvas": "^3.0.8",
+    "sharp": "0.35.3",
     "stripe": "^12.18.0",
     "ts-pattern": "^5.9.0",
     "zod": "^3.25.76"

packages/lib/server-only/admin/admin-global-search.ts

@@ -0,0 +1,372 @@
+import { prisma } from '@documenso/prisma';
+import { EnvelopeType } from '@prisma/client';
+
+export const ADMIN_SEARCH_RESULTS_PER_TYPE = 5;
+
+const MAX_POSTGRES_INT = 2147483647;
+
+const GROUP_ORDER = ['document', 'user', 'organisation', 'team', 'recipient', 'subscription'] as const;
+
+export type AdminGlobalSearchResultType = (typeof GROUP_ORDER)[number];
+
+export type AdminGlobalSearchResult = {
+  label: string;
+  sublabel?: string;
+  path: string;
+  value: string;
+};
+
+export type AdminGlobalSearchGroup = {
+  type: AdminGlobalSearchResultType;
+  results: AdminGlobalSearchResult[];
+};
+
+export type AdminGlobalSearchOptions = {
+  query: string;
+};
+
+type PartialResults = Partial<Record<AdminGlobalSearchResultType, AdminGlobalSearchResult[]>>;
+
+export const adminGlobalSearch = async ({ query }: AdminGlobalSearchOptions): Promise<AdminGlobalSearchGroup[]> => {
+  const trimmedQuery = query.trim();
+
+  if (trimmedQuery.length === 0) {
+    return [];
+  }
+
+  const resultsByType = await resolveSearch(trimmedQuery);
+
+  return GROUP_ORDER.map((type) => ({
+    type,
+    results: (resultsByType[type] ?? []).map((result) => ({
+      ...result,
+      // Append the raw query so cmdk's client-side filter never hides
+      // server-verified results.
+      value: `${result.value} ${trimmedQuery}`,
+    })),
+  })).filter((group) => group.results.length > 0);
+};
+
+const resolveSearch = async (query: string): Promise<PartialResults> => {
+  // Recognized ID prefixes resolve to a single exact lookup.
+  if (query.startsWith('envelope_')) {
+    return { document: await findDocumentsByExactId({ id: query }) };
+  }
+
+  if (query.startsWith('document_')) {
+    return { document: await findDocumentsByExactId({ secondaryId: query }) };
+  }
+
+  if (query.startsWith('org_')) {
+    return { organisation: await findOrganisationsByIdOrUrl(query) };
+  }
+
+  // Bare numbers are treated as verified ID lookups only. Oversized numbers
+  // fall through to text search.
+  const numericId = Number(query);
+
+  if (/^\d+$/.test(query) && numericId <= MAX_POSTGRES_INT) {
+    const [document, user, team, recipient, subscription] = await Promise.all([
+      findDocumentsByExactId({ secondaryId: `document_${numericId}` }),
+      findUsersById(numericId),
+      findTeamsById(numericId),
+      findRecipientsById(numericId),
+      findSubscriptionsById(numericId),
+    ]);
+
+    return { document, user, team, recipient, subscription };
+  }
+
+  // Free text searches all resource types in parallel.
+  const [document, user, organisation, team, recipient, subscription] = await Promise.all([
+    findDocumentsByText(query),
+    findUsersByText(query),
+    findOrganisationsByText(query),
+    findTeamsByText(query),
+    findRecipientsByText(query),
+    findSubscriptionsByText(query),
+  ]);
+
+  return {
+    document,
+    user,
+    organisation,
+    team,
+    recipient,
+    subscription,
+  };
+};
+
+const joinSublabel = (parts: Array<string | null | undefined>) =>
+  parts.filter((part) => part && part.length > 0).join(' · ') || undefined;
+
+// ─── Documents ────────────────────────────────────────────────────────────────
+
+const documentSelect = {
+  id: true,
+  title: true,
+  secondaryId: true,
+  user: { select: { email: true } },
+} as const;
+
+type DocumentRow = {
+  id: string;
+  title: string;
+  secondaryId: string;
+  user: { email: string };
+};
+
+const mapDocument = (envelope: DocumentRow): AdminGlobalSearchResult => ({
+  label: envelope.title,
+  sublabel: joinSublabel([envelope.secondaryId, envelope.user.email]),
+  path: `/admin/documents/${envelope.id}`,
+  value: `document ${envelope.id} ${envelope.secondaryId} ${envelope.title} ${envelope.user.email}`,
+});
+
+const findDocumentsByExactId = async (where: { id: string } | { secondaryId: string }) => {
+  const envelope = await prisma.envelope.findFirst({
+    where: { ...where, type: EnvelopeType.DOCUMENT },
+    select: documentSelect,
+  });
+
+  return envelope ? [mapDocument(envelope)] : [];
+};
+
+const findDocumentsByText = async (query: string) => {
+  const envelopes = await prisma.envelope.findMany({
+    where: {
+      type: EnvelopeType.DOCUMENT,
+      title: { contains: query, mode: 'insensitive' },
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: documentSelect,
+  });
+
+  return envelopes.map(mapDocument);
+};
+
+// ─── Users ────────────────────────────────────────────────────────────────────
+
+const userSelect = {
+  id: true,
+  name: true,
+  email: true,
+} as const;
+
+type UserRow = { id: number; name: string | null; email: string };
+
+const mapUser = (user: UserRow): AdminGlobalSearchResult => ({
+  label: user.name || user.email,
+  sublabel: joinSublabel([`#${user.id}`, user.email]),
+  path: `/admin/users/${user.id}`,
+  value: `user ${user.id} ${user.name ?? ''} ${user.email}`,
+});
+
+const findUsersById = async (id: number) => {
+  const user = await prisma.user.findFirst({
+    where: { id },
+    select: userSelect,
+  });
+
+  return user ? [mapUser(user)] : [];
+};
+
+const findUsersByText = async (query: string) => {
+  const users = await prisma.user.findMany({
+    where: {
+      OR: [{ name: { contains: query, mode: 'insensitive' } }, { email: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { id: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: userSelect,
+  });
+
+  return users.map(mapUser);
+};
+
+// ─── Organisations ────────────────────────────────────────────────────────────
+
+const organisationSelect = {
+  id: true,
+  name: true,
+  owner: { select: { email: true } },
+} as const;
+
+type OrganisationRow = { id: string; name: string; owner: { email: string } };
+
+const mapOrganisation = (organisation: OrganisationRow): AdminGlobalSearchResult => ({
+  label: organisation.name,
+  sublabel: joinSublabel([organisation.id, organisation.owner.email]),
+  path: `/admin/organisations/${organisation.id}`,
+  value: `organisation ${organisation.id} ${organisation.name} ${organisation.owner.email}`,
+});
+
+const findOrganisationsByIdOrUrl = async (query: string) => {
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      OR: [{ id: query }, { url: query }],
+    },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: organisationSelect,
+  });
+
+  return organisations.map(mapOrganisation);
+};
+
+const findOrganisationsByText = async (query: string) => {
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      OR: [
+        { name: { contains: query, mode: 'insensitive' } },
+        { url: { contains: query, mode: 'insensitive' } },
+        { customerId: { contains: query, mode: 'insensitive' } },
+        { owner: { email: { contains: query, mode: 'insensitive' } } },
+      ],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: organisationSelect,
+  });
+
+  return organisations.map(mapOrganisation);
+};
+
+// ─── Teams ────────────────────────────────────────────────────────────────────
+
+const teamSelect = {
+  id: true,
+  name: true,
+  url: true,
+  organisation: { select: { name: true } },
+} as const;
+
+type TeamRow = { id: number; name: string; url: string; organisation: { name: string } };
+
+const mapTeam = (team: TeamRow): AdminGlobalSearchResult => ({
+  label: team.name,
+  sublabel: joinSublabel([`#${team.id}`, `/${team.url}`, team.organisation.name]),
+  path: `/admin/teams/${team.id}`,
+  value: `team ${team.id} ${team.name} ${team.url} ${team.organisation.name}`,
+});
+
+const findTeamsById = async (id: number) => {
+  const team = await prisma.team.findFirst({
+    where: { id },
+    select: teamSelect,
+  });
+
+  return team ? [mapTeam(team)] : [];
+};
+
+const findTeamsByText = async (query: string) => {
+  const teams = await prisma.team.findMany({
+    where: {
+      OR: [{ name: { contains: query, mode: 'insensitive' } }, { url: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: teamSelect,
+  });
+
+  return teams.map(mapTeam);
+};
+
+// ─── Recipients ───────────────────────────────────────────────────────────────
+
+const recipientSelect = {
+  id: true,
+  name: true,
+  email: true,
+  envelope: { select: { id: true, title: true } },
+} as const;
+
+type RecipientRow = {
+  id: number;
+  name: string;
+  email: string;
+  envelope: { id: string; title: string };
+};
+
+const mapRecipient = (recipient: RecipientRow): AdminGlobalSearchResult => ({
+  label: recipient.email,
+  sublabel: joinSublabel([`#${recipient.id}`, recipient.name, recipient.envelope.title]),
+  path: `/admin/documents/${recipient.envelope.id}`,
+  value: `recipient ${recipient.id} ${recipient.name} ${recipient.email} ${recipient.envelope.title}`,
+});
+
+const findRecipientsById = async (id: number) => {
+  const recipient = await prisma.recipient.findFirst({
+    where: {
+      id,
+      envelope: { type: EnvelopeType.DOCUMENT },
+    },
+    select: recipientSelect,
+  });
+
+  return recipient ? [mapRecipient(recipient)] : [];
+};
+
+const findRecipientsByText = async (query: string) => {
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      envelope: { type: EnvelopeType.DOCUMENT },
+      OR: [{ email: { contains: query, mode: 'insensitive' } }, { name: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { id: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: recipientSelect,
+  });
+
+  return recipients.map(mapRecipient);
+};
+
+// ─── Subscriptions ────────────────────────────────────────────────────────────
+
+const subscriptionSelect = {
+  id: true,
+  status: true,
+  planId: true,
+  customerId: true,
+  organisationId: true,
+} as const;
+
+type SubscriptionRow = {
+  id: number;
+  status: string;
+  planId: string;
+  customerId: string;
+  organisationId: string;
+};
+
+const mapSubscription = (subscription: SubscriptionRow): AdminGlobalSearchResult => ({
+  label: `Subscription #${subscription.id}`,
+  sublabel: joinSublabel([subscription.status, subscription.planId]),
+  path: `/admin/organisations/${subscription.organisationId}`,
+  value: `subscription ${subscription.id} ${subscription.planId} ${subscription.customerId}`,
+});
+
+const findSubscriptionsById = async (id: number) => {
+  const subscription = await prisma.subscription.findFirst({
+    where: { id },
+    select: subscriptionSelect,
+  });
+
+  return subscription ? [mapSubscription(subscription)] : [];
+};
+
+const findSubscriptionsByText = async (query: string) => {
+  const subscriptions = await prisma.subscription.findMany({
+    where: {
+      OR: [
+        { planId: { contains: query, mode: 'insensitive' } },
+        { customerId: { contains: query, mode: 'insensitive' } },
+      ],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: subscriptionSelect,
+  });
+
+  return subscriptions.map(mapSubscription);
+};

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

@@ -13,7 +13,7 @@ export const getDocumentStats = async () => {
     },
   });
 
-  const stats: Record<Exclude<ExtendedDocumentStatus, 'INBOX'>, number> = {
+  const stats: Record<Exclude<ExtendedDocumentStatus, 'INBOX' | 'EXPIRED'>, number> = {
     [ExtendedDocumentStatus.DRAFT]: 0,
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,

packages/lib/server-only/ai/pdf-to-images.ts

@@ -1,6 +1,6 @@
+import { Canvas, Image, Path2D } from '@documenso/skia-canvas';
 import pMap from 'p-map';
 import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.mjs';
-import { Canvas, Image, Path2D } from 'skia-canvas';
 
 // @ts-expect-error napi-rs/canvas satisfies the requirements
 globalThis.Path2D = Path2D;

packages/lib/server-only/document/complete-document-with-token.ts

@@ -59,7 +59,7 @@ export const completeDocumentWithToken = async ({
   nextSigner,
   recipientOverride,
 }: CompleteDocumentWithTokenOptions) => {
-  const envelope = await prisma.envelope.findFirstOrThrow({
+  const envelope = await prisma.envelope.findFirst({
     where: {
       ...unsafeBuildEnvelopeIdQuery(id, EnvelopeType.DOCUMENT),
       recipients: {
@@ -78,24 +78,56 @@ export const completeDocumentWithToken = async ({
     },
   });
 
-  const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
-
-  if (envelope.status !== DocumentStatus.PENDING) {
-    throw new Error(`Document ${envelope.id} must be pending`);
+  // The most common cause is a stale signing page: the document was deleted,
+  // or the recipient was removed, after the link was opened. Surface a
+  // NOT_FOUND instead of leaking a Prisma P2025 as a 500.
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Document not found for the provided signing token',
+      statusCode: 404,
+    });
   }
 
+  const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
+
   if (envelope.recipients.length === 0) {
-    throw new Error(`Document ${envelope.id} has no recipient with token ${token}`);
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: `Document ${envelope.id} has no recipient with the provided token`,
+      statusCode: 404,
+    });
   }
 
   const [recipient] = envelope.recipients;
 
-  assertRecipientNotExpired(recipient);
-
+  // A retried or duplicate completion request for an already signed
+  // recipient throws a code the router resolves idempotently. This must be
+  // checked before the envelope status guard since the envelope may have
+  // been completed and sealed by the recipient's original request.
   if (recipient.signingStatus === SigningStatus.SIGNED) {
-    throw new Error(`Recipient ${recipient.id} has already signed`);
+    throw new AppError(AppErrorCode.RECIPIENT_ALREADY_SIGNED, {
+      message: `Recipient ${recipient.id} has already signed`,
+      statusCode: 400,
+    });
   }
 
+  if (envelope.status !== DocumentStatus.PENDING) {
+    const envelopeStatusErrorCode: Record<DocumentStatus, AppErrorCode> = {
+      [DocumentStatus.DRAFT]: AppErrorCode.ENVELOPE_DRAFT,
+      [DocumentStatus.COMPLETED]: AppErrorCode.ENVELOPE_COMPLETED,
+      [DocumentStatus.REJECTED]: AppErrorCode.ENVELOPE_REJECTED,
+      [DocumentStatus.CANCELLED]: AppErrorCode.ENVELOPE_CANCELLED,
+      // Unreachable: guarded by the status check above.
+      [DocumentStatus.PENDING]: AppErrorCode.INVALID_REQUEST,
+    };
+
+    throw new AppError(envelopeStatusErrorCode[envelope.status], {
+      message: `Document ${envelope.id} must be pending to be completed, found ${envelope.status}`,
+      statusCode: 400,
+    });
+  }
+
+  assertRecipientNotExpired(recipient);
+
   if (recipient.signingStatus === SigningStatus.REJECTED) {
     throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
       message: 'Recipient has already rejected the document',
@@ -109,7 +141,10 @@ export const completeDocumentWithToken = async ({
     });
 
     if (!isRecipientsTurn) {
-      throw new Error(`Recipient ${recipient.id} attempted to complete the document before it was their turn`);
+      throw new AppError(AppErrorCode.RECIPIENT_OUT_OF_TURN, {
+        message: `Recipient ${recipient.id} attempted to complete the document before it was their turn`,
+        statusCode: 400,
+      });
     }
   }
 
@@ -272,13 +307,22 @@ export const completeDocumentWithToken = async ({
   }
 
   if (fieldsContainUnsignedRequiredField(fields)) {
-    throw new Error(`Recipient ${recipient.id} has unsigned fields`);
+    throw new AppError(AppErrorCode.RECIPIENT_HAS_UNSIGNED_FIELDS, {
+      message: `Recipient ${recipient.id} has unsigned fields`,
+      statusCode: 400,
+    });
   }
 
   await prisma.$transaction(async (tx) => {
-    await tx.recipient.update({
+    // Conditional update so two concurrent completion requests can't both
+    // proceed: only the request that transitions the recipient to SIGNED
+    // continues, the loser sees a count of 0 and aborts.
+    const { count: updatedRecipientCount } = await tx.recipient.updateMany({
       where: {
         id: recipient.id,
+        signingStatus: {
+          not: SigningStatus.SIGNED,
+        },
       },
       data: {
         signingStatus: SigningStatus.SIGNED,
@@ -288,6 +332,16 @@ export const completeDocumentWithToken = async ({
       },
     });
 
+    // A concurrent request completed the recipient between our initial read
+    // and this transaction. Abort so the winning request handles all side
+    // effects, the router resolves this code idempotently.
+    if (updatedRecipientCount === 0) {
+      throw new AppError(AppErrorCode.RECIPIENT_ALREADY_SIGNED, {
+        message: `Recipient ${recipient.id} has already signed`,
+        statusCode: 400,
+      });
+    }
+
     if (recipientEmail !== recipient.email || recipientName !== recipient.name) {
       await tx.documentAuditLog.create({
         data: createDocumentAuditLogData({

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

@@ -16,6 +16,7 @@ import { match } from 'ts-pattern';
 
 import type { FindResultResponse } from '../../types/search-params';
 import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
+import { hasExpiredRecipient } from '../envelope/query-helpers';
 import { getTeamById } from '../team/get-team';
 
 export type PeriodSelectorValue = '' | '7d' | '14d' | '30d';
@@ -36,6 +37,11 @@ export type FindDocumentsOptions = {
   senderIds?: number[];
   query?: string;
   folderId?: string;
+  /**
+   * When true, restrict results to envelopes with at least one recipient whose signing
+   * link has expired. Orthogonal to `status` — applied additively.
+   */
+  hasExpiredRecipients?: boolean;
   /**
    * When true (default), use a windowed count that caps early for faster pagination.
    * When false, use a full COUNT(*) for exact totals — preferred for external API consumers.
@@ -115,6 +121,7 @@ export const findDocuments = async ({
   senderIds,
   query = '',
   folderId,
+  hasExpiredRecipients,
   useWindowedCount = true,
 }: FindDocumentsOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -199,6 +206,11 @@ export const findDocuments = async ({
       );
     }
 
+    // Expired recipient filter (orthogonal to status, additive)
+    if (hasExpiredRecipients) {
+      qb = qb.where((eb) => hasExpiredRecipient(eb));
+    }
+
     return qb;
   };
 
@@ -305,6 +317,15 @@ export const findDocuments = async ({
             ]),
           ),
       )
+      .with(ExtendedDocumentStatus.EXPIRED, () =>
+        qb.where((eb) =>
+          eb.and([
+            personalDeletedFilter(eb),
+            hasExpiredRecipient(eb),
+            eb.or([eb('Envelope.userId', '=', user.id), recipientExists(eb, user.email)]),
+          ]),
+        ),
+      )
       .exhaustive();
   };
 
@@ -455,6 +476,18 @@ export const findDocuments = async ({
           return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
         }),
       )
+      .with(ExtendedDocumentStatus.EXPIRED, () =>
+        qb.where((eb) => {
+          const accessBranches = [eb('Envelope.teamId', '=', teamData.id)];
+
+          if (teamEmail) {
+            accessBranches.push(senderEmailIs(eb, teamEmail));
+            accessBranches.push(recipientExists(eb, teamEmail));
+          }
+
+          return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), hasExpiredRecipient(eb), eb.or(accessBranches)]);
+        }),
+      )
       .exhaustive();
   };
 

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

@@ -8,6 +8,7 @@ import { DateTime } from 'luxon';
 
 import { STATS_COUNT_CAP } from '../../constants/document';
 import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
+import { hasExpiredRecipient } from '../envelope/query-helpers';
 import { getTeamById } from '../team/get-team';
 
 // Kysely query builder type for Envelope queries.
@@ -253,6 +254,19 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
       return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
     });
 
+  // EXPIRED: docs visible to the team/user with at least one expired, unsigned recipient.
+  // Access control mirrors the EXPIRED branch in findDocuments so the count matches the listing.
+  const expiredQuery = buildBaseQuery().where((eb) => {
+    const accessBranches = [eb('Envelope.teamId', '=', team.id)];
+
+    if (teamEmail) {
+      accessBranches.push(senderEmailIs(eb, teamEmail));
+      accessBranches.push(recipientExists(eb, teamEmail));
+    }
+
+    return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), hasExpiredRecipient(eb), eb.or(accessBranches)]);
+  });
+
   // INBOX: non-draft docs where team email is a NOT_SIGNED, non-CC recipient
   // Returns 0 if the team has no team email.
   const inboxQuery = teamEmail
@@ -274,15 +288,17 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
 
   // ─── Execute all counts in parallel ──────────────────────────────────
 
-  const [draft, pending, completed, rejected, cancelled, inbox] = await Promise.all([
+  const [draft, pending, completed, rejected, cancelled, expired, inbox] = await Promise.all([
     cappedCount(draftQuery),
     cappedCount(pendingQuery),
     cappedCount(completedQuery),
     cappedCount(rejectedQuery),
     cappedCount(cancelledQuery),
+    cappedCount(expiredQuery),
     inboxQuery ? cappedCount(inboxQuery) : Promise.resolve(0),
   ]);
 
+  // `expired` is intentionally excluded from `all` — it overlaps PENDING.
   const all = Math.min(draft + pending + completed + rejected + cancelled + inbox, STATS_COUNT_CAP);
 
   const stats: Record<ExtendedDocumentStatus, number> = {
@@ -291,6 +307,7 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
     [ExtendedDocumentStatus.COMPLETED]: completed,
     [ExtendedDocumentStatus.REJECTED]: rejected,
     [ExtendedDocumentStatus.CANCELLED]: cancelled,
+    [ExtendedDocumentStatus.EXPIRED]: expired,
     [ExtendedDocumentStatus.INBOX]: inbox,
     [ExtendedDocumentStatus.ALL]: all,
   };

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

@@ -194,7 +194,7 @@ export const sendDocument = async ({ id, userId, teamId, sendEmail, requestMetad
       .map((r) => (r.name ? `${r.name} (${r.email}, id: ${r.id})` : `${r.email} (id: ${r.id})`))
       .join(', ');
 
-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
       message: `The following recipients are missing required fields: ${missingRecipientDescriptions}. Signers must have at least one signature field.`,
     });
   }

packages/lib/server-only/envelope/find-envelopes.ts

@@ -7,6 +7,7 @@ import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
 import type { FindResultResponse } from '../../types/search-params';
 import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
 import { getTeamById } from '../team/get-team';
+import { hasExpiredRecipient } from './query-helpers';
 
 export type FindEnvelopesOptions = {
   userId: number;
@@ -23,6 +24,11 @@ export type FindEnvelopesOptions = {
   };
   query?: string;
   folderId?: string;
+  /**
+   * When true, restrict results to envelopes with at least one recipient whose signing
+   * link has expired. Orthogonal to `status` — applied additively.
+   */
+  hasExpiredRecipients?: boolean;
   /**
    * When true (default), use a windowed count that caps early for faster pagination.
    * When false, use a full COUNT(*) for exact totals — preferred for external API consumers.
@@ -106,6 +112,7 @@ export const findEnvelopes = async ({
   orderBy,
   query = '',
   folderId,
+  hasExpiredRecipients,
   useWindowedCount = true,
 }: FindEnvelopesOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -182,6 +189,11 @@ export const findEnvelopes = async ({
     );
   }
 
+  // Expired recipient filter (orthogonal to status, additive)
+  if (hasExpiredRecipients) {
+    qb = qb.where((eb) => hasExpiredRecipient(eb));
+  }
+
   // ─── Access control ──────────────────────────────────────────────────
   //
   // An envelope is visible if ANY of:

packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts

@@ -5,6 +5,7 @@ import { match } from 'ts-pattern';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
 import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import { getRecipientsWithMissingFields } from '../../utils/recipients';
 import { extractFieldAutoInsertValues } from '../document/send-document';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@@ -125,6 +126,17 @@ export const getEnvelopeForDirectTemplateSigning = async ({
     });
   }
 
+  const recipientsWithMissingFields = getRecipientsWithMissingFields(
+    envelope.recipients,
+    envelope.recipients.flatMap((envelopeRecipient) => envelopeRecipient.fields),
+  );
+
+  if (recipientsWithMissingFields.length > 0) {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
+      message: 'One or more signers on this direct template are missing a signature field',
+    });
+  }
+
   const settings = await getTeamSettings({ teamId: envelope.teamId });
 
   const sender = settings.includeSenderDetails

packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts

@@ -5,7 +5,7 @@ import EnvelopeSchema from '@documenso/prisma/generated/zod/modelSchema/Envelope
 import SignatureSchema from '@documenso/prisma/generated/zod/modelSchema/SignatureSchema';
 import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
 import UserSchema from '@documenso/prisma/generated/zod/modelSchema/UserSchema';
-import { DocumentSigningOrder, DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentSigningOrder, DocumentStatus, EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
 import { z } from 'zod';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
@@ -266,6 +266,11 @@ export const getEnvelopeForRecipientSigning = async ({
 
   if (envelope.documentMeta.signingOrder === DocumentSigningOrder.SEQUENTIAL && currentRecipientIndex !== -1) {
     for (let i = 0; i < currentRecipientIndex; i++) {
+      // CC recipients have no action to take, so they can never block the flow.
+      if (envelope.recipients[i].role === RecipientRole.CC) {
+        continue;
+      }
+
       if (envelope.recipients[i].signingStatus !== SigningStatus.SIGNED) {
         isRecipientsTurn = false;
         break;

packages/lib/server-only/envelope/query-helpers.ts

@@ -0,0 +1,27 @@
+import { sql } from '@documenso/prisma';
+import type { DB } from '@documenso/prisma/generated/types';
+import { RecipientRole, SigningStatus } from '@prisma/client';
+import type { ExpressionBuilder } from 'kysely';
+
+// Expression builder type scoped to the Envelope table context.
+type EnvelopeExpressionBuilder = ExpressionBuilder<DB, 'Envelope'>;
+
+/**
+ * Reusable EXISTS subquery: checks that the envelope has at least one recipient whose
+ * signing link has expired — `expiresAt` in the past, still unsigned, and not a CC.
+ *
+ * This is the single source of truth for the "expired recipient" predicate used by
+ * `findDocuments`, `findEnvelopes`, and `getStats`. It must stay in sync with
+ * `isRecipientExpired` (packages/lib/utils/recipients.ts).
+ */
+export const hasExpiredRecipient = (eb: EnvelopeExpressionBuilder) =>
+  eb.exists(
+    eb
+      .selectFrom('Recipient')
+      .whereRef('Recipient.envelopeId', '=', 'Envelope.id')
+      .where('Recipient.expiresAt', 'is not', null)
+      .where('Recipient.expiresAt', '<=', new Date())
+      .where('Recipient.signingStatus', '=', sql.lit(SigningStatus.NOT_SIGNED))
+      .where('Recipient.role', '!=', sql.lit(RecipientRole.CC))
+      .select(sql.lit(1).as('one')),
+  );

packages/lib/server-only/konva/skia-backend.ts

@@ -2,8 +2,9 @@
  * !: This is a workaround to fix the memory leak in the skia-canvas library.
  * !: Internals are ported from the original `konva/skia-backend.js` file.
  */
+
+import { Canvas, DOMMatrix, Image, Path2D } from '@documenso/skia-canvas';
 import { Konva } from 'konva/lib/_CoreInternals';
-import { Canvas, DOMMatrix, Image, Path2D } from 'skia-canvas';
 
 // @ts-expect-error skia-canvas satisfies the requirements
 global.DOMMatrix = DOMMatrix;
@@ -37,6 +38,6 @@ Konva.Util.createImageElement = () => {
   return node as unknown as HTMLImageElement;
 };
 
-Konva._renderBackend = 'skia-canvas';
+Konva._renderBackend = '@documenso/skia-canvas';
 
 export default Konva;

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

@@ -1,7 +1,12 @@
+import {
+  assertMemberCountWithinCap,
+  syncMemberCountWithStripeSeatPlan,
+} from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
 import { prisma } from '@documenso/prisma';
 import type { OrganisationGroup, OrganisationMemberRole } from '@prisma/client';
-import { OrganisationGroupType, OrganisationMemberInviteStatus } from '@prisma/client';
+import { OrganisationGroupType, OrganisationMemberInviteStatus, SubscriptionStatus } from '@prisma/client';
 
+import { IS_BILLING_ENABLED } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import { generateDatabaseId } from '../../universal/id';
@@ -22,6 +27,13 @@ export const acceptOrganisationInvitation = async ({ token }: AcceptOrganisation
       organisation: {
         include: {
           groups: true,
+          organisationClaim: true,
+          subscription: true,
+          members: {
+            select: {
+              id: true,
+            },
+          },
         },
       },
     },
@@ -66,6 +78,35 @@ export const acceptOrganisationInvitation = async ({ token }: AcceptOrganisation
     return;
   }
 
+  const newMemberCount = organisation.members.length + 1;
+
+  // Billing occurs when a user accepts an invite.
+  // Assert that the new member count is within the cap and sync the seat plan with Stripe.
+  if (IS_BILLING_ENABLED()) {
+    const { subscription, organisationClaim } = organisation;
+
+    // A canceled subscription cannot have its seat quantity updated in Stripe,
+    // and an organisation with lapsed billing should not gain new members.
+    // Throw a deliberate error so the invite page can render an accurate
+    // message instead of an opaque Stripe failure.
+    if (subscription && subscription.status === SubscriptionStatus.INACTIVE) {
+      throw new AppError('SUBSCRIPTION_INACTIVE', {
+        message: 'The organisation subscription is inactive',
+      });
+    }
+
+    // Organisations can exist without a subscription (e.g. after being
+    // downgraded to the free plan). The claim cap remains authoritative in
+    // that case, surfacing LIMIT_EXCEEDED instead of an opaque "subscription
+    // not found" error.
+    await assertMemberCountWithinCap(subscription, organisationClaim, newMemberCount);
+
+    if (subscription) {
+      await syncMemberCountWithStripeSeatPlan(subscription, organisationClaim, newMemberCount, 'grow');
+    }
+  }
+
+  // Todo: Logging
   await addUserToOrganisation({
     userId: user.id,
     organisationId: organisation.id,

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

@@ -1,7 +1,3 @@
-import {
-  assertMemberCountWithinCap,
-  syncMemberCountWithStripeSeatPlan,
-} from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
 import { OrganisationInviteEmailTemplate } from '@documenso/email/templates/organisation-invite';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/organisations';
@@ -17,7 +13,6 @@ import { createElement } from 'react';
 
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { generateDatabaseId } from '../../universal/id';
-import { validateIfSubscriptionIsRequired } from '../../utils/billing';
 import { buildOrganisationWhereQuery } from '../../utils/organisations';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
@@ -62,8 +57,6 @@ export const createOrganisationMemberInvites = async ({
         },
       },
       organisationGlobalSettings: true,
-      organisationClaim: true,
-      subscription: true,
     },
   });
 
@@ -71,10 +64,6 @@ export const createOrganisationMemberInvites = async ({
     throw new AppError(AppErrorCode.NOT_FOUND);
   }
 
-  const { organisationClaim } = organisation;
-
-  const subscription = validateIfSubscriptionIsRequired(organisation.subscription);
-
   const currentOrganisationMemberRole = await getMemberOrganisationRole({
     organisationId: organisation.id,
     reference: {
@@ -120,19 +109,6 @@ export const createOrganisationMemberInvites = async ({
     }),
   );
 
-  const numberOfCurrentMembers = organisation.members.length;
-  const numberOfCurrentInvites = organisation.invites.length;
-  const numberOfNewInvites = organisationMemberInvites.length;
-
-  const totalMemberCountWithInvites = numberOfCurrentMembers + numberOfCurrentInvites + numberOfNewInvites;
-
-  // Enforce the seat cap and sync billing for seat based plans.
-  if (subscription) {
-    await assertMemberCountWithinCap(subscription, organisationClaim, totalMemberCountWithInvites);
-
-    await syncMemberCountWithStripeSeatPlan(subscription, organisationClaim, totalMemberCountWithInvites);
-  }
-
   await prisma.organisationMemberInvite.createMany({
     data: organisationMemberInvites,
   });

packages/lib/server-only/pdf/helpers.ts

@@ -1,8 +1,8 @@
 import path from 'node:path';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FontLibrary } from '@documenso/skia-canvas';
 import type { Recipient } from '@prisma/client';
 import { FieldType } from '@prisma/client';
-import { FontLibrary } from 'skia-canvas';
 import { match } from 'ts-pattern';
 
 /**

packages/lib/server-only/pdf/insert-field-in-pdf-v2.ts

@@ -2,8 +2,8 @@
 import '../konva/skia-backend';
 
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Canvas } from '@documenso/skia-canvas';
 import Konva from 'konva';
-import type { Canvas } from 'skia-canvas';
 
 import { renderField } from '../../universal/field-renderer/render-field';
 import { ensureFontLibrary } from './helpers';

packages/lib/server-only/pdf/render-audit-logs.ts

@@ -1,14 +1,16 @@
+// sort-imports-ignore
+import '../konva/skia-backend';
+
+import fs from 'node:fs';
+import path from 'node:path';
+import type { Canvas } from '@documenso/skia-canvas';
+import { Image as SkiaImage } from '@documenso/skia-canvas';
 import type { I18n } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import type { DocumentMeta, Envelope, RecipientRole } from '@prisma/client';
 import Konva from 'konva';
-import 'konva/skia-backend';
-import fs from 'node:fs';
-import path from 'node:path';
 import type { DateTimeFormatOptions } from 'luxon';
 import { DateTime } from 'luxon';
-import type { Canvas } from 'skia-canvas';
-import { Image as SkiaImage } from 'skia-canvas';
 import { match, P } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 

packages/lib/server-only/pdf/render-certificate.ts

@@ -1,14 +1,16 @@
+// sort-imports-ignore
+import '../konva/skia-backend';
+
+import fs from 'node:fs';
+import path from 'node:path';
+import type { Canvas } from '@documenso/skia-canvas';
+import { Image as SkiaImage } from '@documenso/skia-canvas';
 import type { I18n } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import type { Field, RecipientRole, Signature } from '@prisma/client';
 import { SigningStatus } from '@prisma/client';
 import Konva from 'konva';
-import 'konva/skia-backend';
-import fs from 'node:fs';
-import path from 'node:path';
 import { DateTime } from 'luxon';
-import type { Canvas } from 'skia-canvas';
-import { Image as SkiaImage } from 'skia-canvas';
 import { UAParser } from 'ua-parser-js';
 import { renderSVG } from 'uqr';
 

packages/lib/server-only/rate-limit/rate-limits.ts

@@ -84,13 +84,13 @@ export const syncSubscriptionRateLimit = createRateLimit({
 
 export const apiV1RateLimit = createRateLimit({
   action: 'api.v1',
-  max: 100,
+  max: 1000,
   window: '1m',
 });
 
 export const apiV2RateLimit = createRateLimit({
   action: 'api.v2',
-  max: 100,
+  max: 1000,
   window: '1m',
 });
 

packages/lib/server-only/recipient/get-is-recipient-turn.ts

@@ -1,5 +1,5 @@
 import { prisma } from '@documenso/prisma';
-import { DocumentSigningOrder, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentSigningOrder, EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
 
 export type GetIsRecipientTurnOptions = {
   token: string;
@@ -38,6 +38,11 @@ export async function getIsRecipientsTurnToSign({ token }: GetIsRecipientTurnOpt
   }
 
   for (let i = 0; i < currentRecipientIndex; i++) {
+    // CC recipients have no action to take, so they can never block the flow.
+    if (recipients[i].role === RecipientRole.CC) {
+      continue;
+    }
+
     if (recipients[i].signingStatus !== SigningStatus.SIGNED) {
       return false;
     }

packages/lib/server-only/recipient/get-next-pending-recipient.ts

@@ -1,5 +1,5 @@
 import { prisma } from '@documenso/prisma';
-import { EnvelopeType } from '@prisma/client';
+import { EnvelopeType, RecipientRole } from '@prisma/client';
 
 import { mapDocumentIdToSecondaryId } from '../../utils/envelope';
 
@@ -16,6 +16,11 @@ export const getNextPendingRecipient = async ({
         type: EnvelopeType.DOCUMENT,
         secondaryId: mapDocumentIdToSecondaryId(documentId),
       },
+      // CC recipients are informational only and never take part in signing,
+      // so they must never be offered as the next pending recipient.
+      role: {
+        not: RecipientRole.CC,
+      },
     },
     orderBy: [
       {

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

@@ -1,37 +0,0 @@
-import { prisma } from '@documenso/prisma';
-
-import { buildTeamWhereQuery } from '../../utils/teams';
-
-export type GetTeamEmailByEmailOptions = {
-  email: string;
-};
-
-export const getTeamEmailByEmail = async ({ email }: GetTeamEmailByEmailOptions) => {
-  return await prisma.teamEmail.findFirst({
-    where: {
-      email,
-    },
-    include: {
-      team: {
-        select: {
-          id: true,
-          name: true,
-          url: true,
-        },
-      },
-    },
-  });
-};
-
-export const getTeamWithEmail = async ({ userId, teamUrl }: { userId: number; teamUrl: string }) => {
-  return await prisma.team.findFirstOrThrow({
-    where: {
-      ...buildTeamWhereQuery({ teamId: undefined, userId }),
-      url: teamUrl,
-    },
-    include: {
-      teamEmail: true,
-      emailVerification: true,
-    },
-  });
-};

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

@@ -15,12 +15,12 @@ export type GetTeamsOptions = {
 };
 
 export const ZGetTeamsResponseSchema = TeamSchema.extend({
-  teamRole: z.nativeEnum(TeamMemberRole),
+  currentTeamRole: z.nativeEnum(TeamMemberRole),
 }).array();
 
 export type TGetTeamsResponse = z.infer<typeof ZGetTeamsResponseSchema>;
 
-export const getTeams = async ({ userId, teamId }: GetTeamsOptions) => {
+export const getTeams = async ({ userId, teamId }: GetTeamsOptions): Promise<TGetTeamsResponse> => {
   const teams = await prisma.team.findMany({
     where: buildTeamWhereQuery({ teamId, userId }),
     include: {

packages/lib/server-only/template/create-document-from-direct-template.ts

@@ -40,6 +40,7 @@ import {
   extractDocumentAuthMethods,
 } from '../../utils/document-auth';
 import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getRecipientsWithMissingFields } from '../../utils/recipients';
 import { sendDocument } from '../document/send-document';
 import { validateFieldAuth } from '../document/validate-field-auth';
 import { incrementDocumentId } from '../envelope/increment-id';
@@ -172,6 +173,17 @@ export const createDocumentFromDirectTemplate = async ({
     });
   }
 
+  const recipientsWithMissingFields = getRecipientsWithMissingFields(
+    recipients,
+    recipients.flatMap((recipient) => recipient.fields),
+  );
+
+  if (recipientsWithMissingFields.length > 0) {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
+      message: 'One or more signers on this direct template are missing a signature field',
+    });
+  }
+
   if (directTemplateEnvelope.updatedAt.getTime() !== templateUpdatedAt.getTime()) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Template no longer matches' });
   }

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

@@ -1,6 +1,7 @@
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
+import { jobs } from '../../jobs/client';
 import { deleteOrganisation } from '../organisation/delete-organisation';
 
 export type DeleteUserOptions = {
@@ -59,6 +60,13 @@ export const deleteUser = async ({ id }: DeleteUserOptions) => {
       })),
     );
 
+  // Organisations the user is a member of (but not owner). Owned organisations
+  // are fully torn down below (including subscription cancellation), so only
+  // these need a seat sync after the user's memberships cascade away.
+  const memberOrganisationIds = user.organisationMember
+    .filter((member) => member.organisation.ownerUserId !== user.id)
+    .map((member) => member.organisationId);
+
   // For organisations the user owns - fully tear them down (orphan envelopes,
   // delete the organisation, and cancel any Stripe subscription). Without this
   // the organisations would only cascade away when the user row is deleted,
@@ -82,9 +90,21 @@ export const deleteUser = async ({ id }: DeleteUserOptions) => {
     }),
   );
 
-  return await prisma.user.delete({
+  const deletedUser = await prisma.user.delete({
     where: {
       id: user.id,
     },
   });
+
+  // The user's memberships were cascade-deleted with the user row — queue a
+  // seat sync for each organisation they belonged to so the Stripe quantity
+  // trues down to the new member count (no proration, no credit).
+  for (const organisationId of memberOrganisationIds) {
+    await jobs.triggerJob({
+      name: 'internal.sync-organisation-seats',
+      payload: { organisationId },
+    });
+  }
+
+  return deletedUser;
 };

packages/lib/server-only/user/verify-email.ts

@@ -3,6 +3,7 @@ import { DateTime } from 'luxon';
 
 import { EMAIL_VERIFICATION_STATE, USER_SIGNUP_VERIFICATION_TOKEN_IDENTIFIER } from '../../constants/email';
 import { jobsClient } from '../../jobs/client';
+import { getMostRecentEmailVerificationToken } from './get-most-recent-email-verification-token';
 
 export type VerifyEmailProps = {
   token: string;
@@ -36,13 +37,8 @@ export const verifyEmail = async ({ token }: VerifyEmailProps) => {
   const valid = verificationToken.expires > new Date();
 
   if (!valid) {
-    const mostRecentToken = await prisma.verificationToken.findFirst({
-      where: {
-        userId: verificationToken.userId,
-      },
-      orderBy: {
-        createdAt: 'desc',
-      },
+    const mostRecentToken = await getMostRecentEmailVerificationToken({
+      userId: verificationToken.userId,
     });
 
     // If there isn't a recent token or it's older than 1 hour, send a new token
@@ -80,6 +76,7 @@ export const verifyEmail = async ({ token }: VerifyEmailProps) => {
     prisma.verificationToken.updateMany({
       where: {
         userId: verificationToken.userId,
+        identifier: USER_SIGNUP_VERIFICATION_TOKEN_IDENTIFIER,
       },
       data: {
         completed: true,
@@ -89,6 +86,7 @@ export const verifyEmail = async ({ token }: VerifyEmailProps) => {
     prisma.verificationToken.deleteMany({
       where: {
         userId: verificationToken.userId,
+        identifier: USER_SIGNUP_VERIFICATION_TOKEN_IDENTIFIER,
         expires: {
           lt: new Date(),
         },

packages/lib/server-only/webhooks/get-webhooks-by-team-id.ts

@@ -1,24 +1,26 @@
 import { prisma } from '@documenso/prisma';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/teams';
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { buildTeamWhereQuery } from '../../utils/teams';
 
 export const getWebhooksByTeamId = async (teamId: number, userId: number) => {
+  const team = await prisma.team.findFirst({
+    where: buildTeamWhereQuery({
+      teamId,
+      userId,
+      roles: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+    }),
+  });
+
+  if (!team) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Team not found',
+    });
+  }
+
   return await prisma.webhook.findMany({
     where: {
-      team: {
-        id: teamId,
-        teamGroups: {
-          some: {
-            organisationGroup: {
-              organisationGroupMembers: {
-                some: {
-                  organisationMember: {
-                    userId,
-                  },
-                },
-              },
-            },
-          },
-        },
-      },
+      teamId,
     },
     orderBy: {
       createdAt: 'desc',