Add V2 API routes to download an envelope's certificate and audit log
separately, and align the internal cert/audit log downloads to use
envelopeId.
Enforces document visibility via getEnvelopeWhereInput and loads field
signatures so certificates render correctly.
Programmatically record an external rejection on behalf of a recipient
who declined outside the platform. Flags the rejection as external in
the audit log, optionally attributes it to a specific team member via
actAsEmail, and enforces team membership and document visibility.
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.
Per-product direction: AcroForm widget to Documenso field creation
should not happen automatically on upload. It must be a deliberate,
opt-in action on a draft envelope.
- Revert AcroForm extraction from create-envelope (route) and
create-envelope-items upload paths. They no longer thread
acroFormFields into envelope items or run the extractor.
- Stop flattening on upload (flattenForm: false) so widgets survive
in the stored PDF until the user opts in.
- New tRPC mutation envelope.field.importFromPdf is the single entry
point. It loads each item's stored PDF, extracts widgets, creates
Field rows assigned to the first signable recipient (creating a
placeholder Recipient 1 SIGNER when none exist), flattens the PDF
in place, swaps documentDataId, and emits FIELD_CREATED audit log
entries on DOCUMENT envelopes.
- Editor fields panel gains an "Import from PDF form" button next to
"Detect with AI", gated to DRAFT envelopes. Success toasts the
count and revalidates the editor.
- Rewrite acroform-import.spec.ts e2e to the new flow: upload
preserves widgets and creates zero fields; service call creates
fields, flattens PDF, audits, and cleans up old DocumentData.
- Invert four DOCUMENT-upload assertions in form-flattening.spec.ts
to match the new preserve-widgets, no-auto-flatten contract.
Template and template-to-doc flatten behavior is unchanged.
## Description
Add envelopes V2 embedded support
---------
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
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
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.
ephraimduncan
Lucas Smith
David Nguyen
Catalin Pit
Ephraim Duncan