Adds a CANCELLED envelope status that privileged members (owner or team
admin/manager) can move a pending document into. Sending recipient
notifications via a background job while retaining the document in the
dashboard as proof of distribution.
Includes a dedicated Cancelled tab, single and bulk cancel actions,
the ENVELOPE_CANCELLED mutability guard, and e2e coverage for
permissions
and visibility.
Adds Cloud Signature Consortium (CSC) integration for AES/QES signing
against a configured TSP. v1 ships as instance-wide configuration via
environment variables, with per-envelope signature level selection,
license gating, and an OAuth-driven signing flow (capture + FIFO
signers, SAD session, blocking/in-progress recipient pages).
Includes signature level compatibility checks (role, signing order,
dictate next signer), envelope mutability assertions, Prisma migration
for signature level and CSC tables, and docs for the new signing
certificate options.
Replace per-event webhook handlers with a single sync function that
fetches the current state from Stripe and converges the local
subscription, claim, and organisation type.
- Create organisations upfront before checkout, restricted as
"pending payment" until the first payment syncs
- Add rate-limited subscription sync route, triggered on checkout
success so the UI doesn't wait on webhooks
- Surface pending payment state in banner, billing table, and limits
## Description
- Add a new team page showing team details, global settings, members,
and pending invites
- Update the organisation page to display organisation usage and global
settings
- Show the role and ID of each organisation member, with navigation to
their teams
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [ ] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
- Allow admins to update recipient role from document detail page
- Add download button to export audit logs as PDF
- Display recipient status details in accordion
- Add LocalTime component with hover popover for timestamps
## Summary
- Adds a new admin action to move a subscription (and Stripe customerId)
from one organisation to another owned by the same user
- The target organisation must be on the free plan (no active
subscription) — enforces paid → free only
- The source organisation's claim is reset to the free plan after the
move
## How it works
A "Move Subscription" option appears in the actions dropdown of the
organisations table (on the admin user detail page) for any org with an
active or past-due subscription. Clicking it opens a dialog where the
admin selects a target org from a filtered list of eligible (free-plan)
orgs owned by the same user.
The backend performs the swap atomically in a single Prisma transaction:
1. Deletes any stale inactive subscription on the target org
2. Moves the `customerId` from source to target org
3. Reassigns the `Subscription` record to the target org
4. Copies claim entitlements to the target org
5. Resets the source org's claim to FREE
No Stripe API calls are made — the Stripe subscription and customer
remain unchanged; only the DB-level org association is updated.
## Files changed
- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.types.ts`
— Zod schemas
- **New:**
`packages/trpc/server/admin-router/swap-organisation-subscription.ts` —
Admin mutation
- **New:**
`apps/remix/app/components/dialogs/admin-swap-subscription-dialog.tsx` —
Dialog component
- **Modified:** `packages/trpc/server/admin-router/router.ts` — Register
route
- **Modified:**
`apps/remix/app/components/tables/admin-organisations-table.tsx` — Add
action menu item
This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
Generate certificates and audit logs using Konva instead of browserless.
This should:
- Reduce the changes of generations failing
- Improve sealing speed
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.
For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.
This makes it impossible to see who actually uploaded a document.
The new feature allows users to enable document ownership delegation
from the organization/team settings.
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.
The core changes here is to migrate the documents and templates model to
a centralized envelopes model.
Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
Lucas Smith
David Nguyen
Abdulazez (Abza)
Ephraim Duncan
Swalih kolakkadan
Catalin Pit
Joshua Sharp
Konrad