feat: simplify billing ux

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

@@ -89,10 +89,7 @@ export const DirectTemplatePageView = ({
     setStep('sign');
   };
 
-  const onSignDirectTemplateSubmit = async (
-    fields: DirectTemplateLocalField[],
-    nextSigner?: { name: string; email: string },
-  ) => {
+  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
     try {
       let directTemplateExternalId = searchParams?.get('externalId') || undefined;
 
@@ -101,7 +98,6 @@ export const DirectTemplatePageView = ({
       }
 
       const { token } = await createDocumentFromDirectTemplate({
-        nextSigner,
         directTemplateToken,
         directTemplateExternalId,
         directRecipientName: fullName,

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -55,13 +55,10 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s
 
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
-  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'>;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
   directRecipientFields: Field[];
   template: Omit<TTemplate, 'user'>;
-  onSubmit: (
-    _data: DirectTemplateLocalField[],
-    _nextSigner?: { name: string; email: string },
-  ) => Promise<void>;
+  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
 };
 
 export type DirectTemplateLocalField = Field & {
@@ -152,7 +149,7 @@ export const DirectTemplateSigningForm = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const handleSubmit = async (nextSigner?: { name: string; email: string }) => {
+  const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
     const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
@@ -164,7 +161,7 @@ export const DirectTemplateSigningForm = ({
     setIsSubmitting(true);
 
     try {
-      await onSubmit(localFields, nextSigner);
+      await onSubmit(localFields);
     } catch {
       setIsSubmitting(false);
     }
@@ -221,30 +218,6 @@ export const DirectTemplateSigningForm = ({
     setLocalFields(updatedFields);
   }, []);
 
-  const nextRecipient = useMemo(() => {
-    if (
-      !template.templateMeta?.signingOrder ||
-      template.templateMeta.signingOrder !== 'SEQUENTIAL' ||
-      !template.templateMeta.allowDictateNextSigner
-    ) {
-      return undefined;
-    }
-
-    const sortedRecipients = template.recipients.sort((a, b) => {
-      // Sort by signingOrder first (nulls last), then by id
-      if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
-      if (a.signingOrder === null) return 1;
-      if (b.signingOrder === null) return -1;
-      if (a.signingOrder === b.signingOrder) return a.id - b.id;
-      return a.signingOrder - b.signingOrder;
-    });
-
-    const currentIndex = sortedRecipients.findIndex((r) => r.id === directRecipient.id);
-    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
-      ? sortedRecipients[currentIndex + 1]
-      : undefined;
-  }, [template.templateMeta?.signingOrder, template.recipients, directRecipient.id]);
-
   return (
     <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@@ -444,15 +417,11 @@ export const DirectTemplateSigningForm = ({
 
           <DocumentSigningCompleteDialog
             isSubmitting={isSubmitting}
-            onSignatureComplete={async (nextSigner) => handleSubmit(nextSigner)}
+            onSignatureComplete={async () => handleSubmit()}
             documentTitle={template.title}
             fields={localFields}
             fieldsValidated={fieldsValidated}
             recipient={directRecipient}
-            allowDictateNextSigner={nextRecipient && template.templateMeta?.allowDictateNextSigner}
-            defaultNextSigner={
-              nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
-            }
           />
         </div>
       </DocumentFlowFormContainerFooter>

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

@@ -9,7 +9,7 @@ import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentSigningAuthPageViewProps = {
-  email?: string;
+  email: string;
   emailHasAccount?: boolean;
 };
 
@@ -22,18 +22,12 @@ export const DocumentSigningAuthPageView = ({
 
   const [isSigningOut, setIsSigningOut] = useState(false);
 
-  const handleChangeAccount = async (email?: string) => {
+  const handleChangeAccount = async (email: string) => {
     try {
       setIsSigningOut(true);
 
-      let redirectPath = '/signin';
-
-      if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
-      }
-
       await authClient.signOut({
-        redirectPath,
+        redirectPath: emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`,
       });
     } catch {
       toast({
@@ -55,13 +49,9 @@ export const DocumentSigningAuthPageView = ({
         </h1>
 
         <p className="text-muted-foreground mt-2 text-sm">
-          {email ? (
-            <Trans>
-              You need to be logged in as <strong>{email}</strong> to view this page.
-            </Trans>
-          ) : (
-            <Trans>You need to be logged in to view this page.</Trans>
-          )}
+          <Trans>
+            You need to be logged in as <strong>{email}</strong> to view this page.
+          </Trans>
         </p>
 
         <Button

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

@@ -24,10 +24,7 @@ type PasskeyData = {
   isError: boolean;
 };
 
-type SigningAuthRecipient = Pick<
-  Recipient,
-  'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'
->;
+type SigningAuthRecipient = Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
 
 export type DocumentSigningAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;

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

@@ -304,6 +304,7 @@ export const DocumentSigningCompleteDialog = ({
                 <form onSubmit={form.handleSubmit(onFormSubmit)}>
                   {allowDictateNextSigner && defaultNextSigner && (
                     <div className="mb-4 flex flex-col gap-4">
+                      {/* Todo: Envelopes - Should we say "The next recipient to sign this document will be"? */}
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}

apps/remix/app/components/general/document-signing/envelope-signing-provider.tsx

@@ -285,6 +285,8 @@ export const EnvelopeSigningProvider = ({
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
   const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
+    console.log('insertField', fieldId, fieldValue);
+
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
       handleDirectTemplateFieldInsertion(fieldId, fieldValue);

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

@@ -127,7 +127,6 @@ export const EnvelopeSignerCompleteDialog = () => {
             isBase64,
           };
         }),
-        nextSigner,
       });
 
       const redirectUrl = envelope.documentMeta.redirectUrl;

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

@@ -282,18 +282,6 @@ export const OrgMenuSwitcher = () => {
                 </DropdownMenuItem>
               )}
 
-              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
-                <Link to="/inbox">
-                  <Trans>Personal Inbox</Trans>
-                </Link>
-              </DropdownMenuItem>
-
-              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
-                <Link to="/settings/profile">
-                  <Trans>Account</Trans>
-                </Link>
-              </DropdownMenuItem>
-
               {currentOrganisation &&
                 canExecuteOrganisationAction(
                   'MANAGE_ORGANISATION',
@@ -306,6 +294,18 @@ export const OrgMenuSwitcher = () => {
                   </DropdownMenuItem>
                 )}
 
+              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                <Link to="/inbox">
+                  <Trans>Personal Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                <Link to="/settings/profile">
+                  <Trans>Account</Trans>
+                </Link>
+              </DropdownMenuItem>
+
               {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
                 <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
                   <Link to={`/t/${currentTeam.url}/settings`}>

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

@@ -16,7 +16,7 @@ import { Link } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -29,6 +29,10 @@ export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavPr
 
   const isPersonalLayoutMode = isPersonalLayout(organisations);
 
+  const hasManageableBillingOrgs = organisations.some((org) =>
+    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+  );
+
   return (
     <div className={cn('flex flex-col gap-y-2', className)} {...props}>
       <Link to="/settings/profile">
@@ -127,21 +131,6 @@ export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavPr
               <Trans>Webhooks</Trans>
             </Button>
           </Link>
-
-          {IS_BILLING_ENABLED() && (
-            <Link to="/settings/billing">
-              <Button
-                variant="ghost"
-                className={cn(
-                  'w-full justify-start',
-                  pathname?.startsWith('/settings/billing') && 'bg-secondary',
-                )}
-              >
-                <CreditCardIcon className="mr-2 h-5 w-5" />
-                <Trans>Billing</Trans>
-              </Button>
-            </Link>
-          )}
         </>
       )}
 
@@ -158,6 +147,21 @@ export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavPr
         </Button>
       </Link>
 
+      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
+        <Link to="/settings/billing">
+          <Button
+            variant="ghost"
+            className={cn(
+              'w-full justify-start',
+              pathname?.startsWith('/settings/billing') && 'bg-secondary',
+            )}
+          >
+            <CreditCardIcon className="mr-2 h-5 w-5" />
+            <Trans>Billing</Trans>
+          </Button>
+        </Link>
+      )}
+
       <Link to="/settings/security">
         <Button
           variant="ghost"

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

@@ -17,7 +17,7 @@ import { Link, useLocation } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -30,6 +30,10 @@ export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProp
 
   const isPersonalLayoutMode = isPersonalLayout(organisations);
 
+  const hasManageableBillingOrgs = organisations.some((org) =>
+    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+  );
+
   return (
     <div
       className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)}
@@ -127,21 +131,6 @@ export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProp
               <Trans>Webhooks</Trans>
             </Button>
           </Link>
-
-          {IS_BILLING_ENABLED() && (
-            <Link to="/settings/billing">
-              <Button
-                variant="ghost"
-                className={cn(
-                  'w-full justify-start',
-                  pathname?.startsWith('/settings/billing') && 'bg-secondary',
-                )}
-              >
-                <CreditCardIcon className="mr-2 h-5 w-5" />
-                <Trans>Billing</Trans>
-              </Button>
-            </Link>
-          )}
         </>
       )}
 
@@ -158,6 +147,21 @@ export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProp
         </Button>
       </Link>
 
+      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
+        <Link to="/settings/billing">
+          <Button
+            variant="ghost"
+            className={cn(
+              'w-full justify-start',
+              pathname?.startsWith('/settings/billing') && 'bg-secondary',
+            )}
+          >
+            <CreditCardIcon className="mr-2 h-5 w-5" />
+            <Trans>Billing</Trans>
+          </Button>
+        </Link>
+      )}
+
       <Link to="/settings/security">
         <Button
           variant="ghost"

apps/remix/app/components/tables/user-billing-organisations-table.tsx

@@ -0,0 +1,136 @@
+import { useMemo } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { SubscriptionStatus } from '@prisma/client';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const BillingPortalButton = ({ organisationId }: { organisationId: string }) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: manageSubscription, isPending } =
+    trpc.enterprise.billing.subscription.manage.useMutation();
+
+  const handleOpenPortal = async () => {
+    try {
+      const { redirectUrl } = await manageSubscription({ organisationId });
+      window.open(redirectUrl, '_blank');
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`Unable to access billing portal. Please try again.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button variant="outline" onClick={handleOpenPortal} loading={isPending}>
+      <Trans>Manage Billing</Trans>
+    </Button>
+  );
+};
+
+export const UserBillingOrganisationsTable = () => {
+  const { _ } = useLingui();
+  const { organisations } = useSession();
+
+  const billingOrganisations = useMemo(() => {
+    return organisations.filter((org) =>
+      canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+    );
+  }, [organisations]);
+
+  const getSubscriptionStatusDisplay = (status: SubscriptionStatus | undefined) => {
+    return match(status)
+      .with(SubscriptionStatus.ACTIVE, () => ({
+        label: _(msg`Active`),
+        variant: 'default' as const,
+      }))
+      .with(SubscriptionStatus.PAST_DUE, () => ({
+        label: _(msg`Past Due`),
+        variant: 'warning' as const,
+      }))
+      .with(SubscriptionStatus.INACTIVE, () => ({
+        label: _(msg`Inactive`),
+        variant: 'neutral' as const,
+      }))
+      .otherwise(() => ({
+        label: _(msg`Free`),
+        variant: 'neutral' as const,
+      }));
+  };
+
+  const columns = useMemo(() => {
+    return [
+      {
+        header: _(msg`Organisation`),
+        accessorKey: 'name',
+        cell: ({ row }) => (
+          <Link to={`/o/${row.original.url}`} preventScrollReset={true}>
+            <AvatarWithText
+              avatarSrc={formatAvatarUrl(row.original.avatarImageId)}
+              avatarClass="h-12 w-12"
+              avatarFallback={row.original.name.slice(0, 1).toUpperCase()}
+              primaryText={
+                <span className="text-foreground/80 font-semibold">{row.original.name}</span>
+              }
+              secondaryText={`${NEXT_PUBLIC_WEBAPP_URL()}/o/${row.original.url}`}
+            />
+          </Link>
+        ),
+      },
+      {
+        header: _(msg`Subscription Status`),
+        accessorKey: 'subscription',
+        cell: ({ row }) => {
+          const subscription = row.original.subscription;
+          const status = subscription?.status;
+          const { label, variant } = getSubscriptionStatusDisplay(status);
+
+          return <Badge variant={variant}>{label}</Badge>;
+        },
+      },
+      {
+        header: _(msg`Actions`),
+        id: 'actions',
+        cell: ({ row }) => <BillingPortalButton organisationId={row.original.id} />,
+      },
+    ] satisfies DataTableColumnDef<(typeof billingOrganisations)[number]>[];
+  }, [_, billingOrganisations]);
+
+  if (billingOrganisations.length === 0) {
+    return (
+      <div className="text-muted-foreground flex flex-col items-center justify-center rounded-lg border border-dashed py-12 text-center">
+        <p className="text-sm">
+          <Trans>You don't manage billing for any organisations.</Trans>
+        </p>
+      </div>
+    );
+  }
+
+  return (
+    <DataTable
+      columns={columns}
+      data={billingOrganisations}
+      perPage={billingOrganisations.length}
+      currentPage={1}
+      totalPages={1}
+    />
+  );
+};

apps/remix/app/routes/_authenticated+/settings+/_dynamic_personal_routes+/billing.tsx

@@ -1,5 +0,0 @@
-import BillingPage, { meta } from '../../o.$orgUrl.settings.billing';
-
-export { meta };
-
-export default BillingPage;

apps/remix/app/routes/_authenticated+/settings+/billing.tsx

@@ -0,0 +1,27 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { SettingsHeader } from '~/components/general/settings-header';
+import { UserBillingOrganisationsTable } from '~/components/tables/user-billing-organisations-table';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Billing');
+}
+
+export default function SettingsBilling() {
+  const { _ } = useLingui();
+
+  return (
+    <div>
+      <SettingsHeader
+        title={_(msg`Billing`)}
+        subtitle={_(
+          msg`Manage billing and subscriptions for organisations where you have billing management permissions.`,
+        )}
+      />
+
+      <UserBillingOrganisationsTable />
+    </div>
+  );
+}

apps/remix/app/routes/_recipient+/d.$token+/_index.tsx

@@ -8,6 +8,7 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-direct-template-signing';
+import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
@@ -97,12 +98,15 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
         envelopeForSigning,
       } as const;
     })
-    .catch((e) => {
+    .catch(async (e) => {
       const error = AppError.parseError(e);
 
       if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
         return {
           isDocumentAccessValid: false,
+          ...requiredAccessData,
         } as const;
       }
 
@@ -222,21 +226,20 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
   const user = sessionData?.user;
 
   if (!data.isDocumentAccessValid) {
-    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
+    return (
+      <DocumentSigningAuthPageView
+        email={data.recipientEmail}
+        emailHasAccount={!!data.recipientHasAccount}
+      />
+    );
   }
 
   const { envelope, recipient } = data.envelopeForSigning;
 
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: envelope.authOptions,
-  });
-
-  const isEmailForced = derivedRecipientAccessAuth.includes(DocumentAccessAuth.ACCOUNT);
-
   return (
     <EnvelopeSigningProvider
       envelopeData={data.envelopeForSigning}
-      email={isEmailForced ? user?.email || '' : ''} // Doing this allows us to let users change the email if they want to for non-auth templates.
+      email={''} // Doing this allows us to let users change the email if they want to.
       fullName={user?.name}
       signature={user?.signature}
     >

package-lock.json

@@ -19,7 +19,6 @@
         "inngest-cli": "^0.29.1",
         "luxon": "^3.5.0",
         "mupdf": "^1.0.0",
-        "pdf2json": "^4.0.0",
         "react": "^18",
         "typescript": "5.6.2",
         "zod": "3.24.1"
@@ -27199,18 +27198,6 @@
       "dev": true,
       "license": "MIT"
     },
-    "node_modules/pdf2json": {
-      "version": "4.0.0",
-      "resolved": "https://registry.npmjs.org/pdf2json/-/pdf2json-4.0.0.tgz",
-      "integrity": "sha512-WkezNsLK8sGpuFC7+PPP0DsXROwdoOxmXPBTtUWWkCwCi/Vi97MRC52Ly6FWIJjOKIywpm/L2oaUgSrmtU+7ZQ==",
-      "license": "Apache-2.0",
-      "bin": {
-        "pdf2json": "bin/pdf2json.js"
-      },
-      "engines": {
-        "node": ">=20.18.0"
-      }
-    },
     "node_modules/pdfjs-dist": {
       "version": "3.11.174",
       "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",

package.json

@@ -74,7 +74,6 @@
     "inngest-cli": "^0.29.1",
     "luxon": "^3.5.0",
     "mupdf": "^1.0.0",
-    "pdf2json": "^4.0.0",
     "react": "^18",
     "typescript": "5.6.2",
     "zod": "3.24.1"

packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts

@@ -1,129 +0,0 @@
-import { type Page, expect, test } from '@playwright/test';
-import path from 'path';
-
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-const SINGLE_PLACEHOLDER_PDF_PATH = path.join(
-  __dirname,
-  '../../../assets/project-proposal-single-recipient.pdf',
-);
-
-const MULTIPLE_PLACEHOLDER_PDF_PATH = path.join(
-  __dirname,
-  '../../../assets/project-proposal-multiple-fields-and-recipients.pdf',
-);
-
-const setupUserAndSignIn = async (page: Page) => {
-  const { user, team } = await seedUser();
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/t/${team.url}/documents`,
-  });
-
-  return { user, team };
-};
-
-const uploadPdfAndContinue = async (page: Page, pdfPath: string, continueClicks: number = 1) => {
-  const fileInput = page.locator('input[type="file"]').nth(1);
-  await fileInput.waitFor({ state: 'attached' });
-  await fileInput.setInputFiles(pdfPath);
-
-  await page.waitForTimeout(3000);
-
-  for (let i = 0; i < continueClicks; i++) {
-    await page.getByRole('button', { name: 'Continue' }).click();
-  }
-};
-
-test.describe('PDF Placeholders with single recipient', () => {
-  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
-    page,
-  }) => {
-    await setupUserAndSignIn(page);
-    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 1);
-
-    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-    await expect(page.getByPlaceholder('Email')).toHaveValue('recipient.1@documenso.com');
-    await expect(page.getByPlaceholder('Name')).toHaveValue('Recipient 1');
-  });
-
-  test('[AUTO_PLACING_FIELDS]: should automatically place fields from PDF placeholders', async ({
-    page,
-  }) => {
-    await setupUserAndSignIn(page);
-    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
-
-    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-    await expect(page.locator('[data-field-type="SIGNATURE"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="EMAIL"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
-  });
-
-  test('[AUTO_PLACING_FIELDS]: should automatically configure fields from PDF placeholders', async ({
-    page,
-  }) => {
-    await setupUserAndSignIn(page);
-    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
-
-    await page.getByText('Text').nth(1).click();
-    await page.getByRole('button', { name: 'Advanced settings' }).click();
-
-    await expect(page.getByRole('heading', { name: 'Advanced settings' })).toBeVisible();
-    await expect(
-      page
-        .locator('div')
-        .filter({ hasText: /^Required field$/ })
-        .getByRole('switch'),
-    ).toBeChecked();
-
-    await expect(page.getByRole('combobox')).toHaveText('Right');
-  });
-});
-
-test.describe('PDF Placeholders with multiple recipients', () => {
-  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
-    page,
-  }) => {
-    await setupUserAndSignIn(page);
-    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 1);
-
-    await expect(page.getByTestId('signer-email-input').first()).toHaveValue(
-      'recipient.1@documenso.com',
-    );
-    await expect(page.getByLabel('Name').first()).toHaveValue('Recipient 1');
-
-    await expect(page.getByTestId('signer-email-input').nth(1)).toHaveValue(
-      'recipient.2@documenso.com',
-    );
-    await expect(page.getByLabel('Name').nth(1)).toHaveValue('Recipient 2');
-
-    await expect(page.getByTestId('signer-email-input').nth(2)).toHaveValue(
-      'recipient.3@documenso.com',
-    );
-    await expect(page.getByLabel('Name').nth(2)).toHaveValue('Recipient 3');
-  });
-
-  test('[AUTO_PLACING_FIELDS]: should automatically create fields from PDF placeholders', async ({
-    page,
-  }) => {
-    await setupUserAndSignIn(page);
-    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 2);
-
-    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-    await expect(page.locator('[data-field-type="SIGNATURE"]').first()).toBeVisible();
-    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(1)).toBeVisible();
-    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(2)).toBeVisible();
-    await expect(page.locator('[data-field-type="EMAIL"]').first()).toBeVisible();
-    await expect(page.locator('[data-field-type="EMAIL"]').nth(1)).toBeVisible();
-    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="NUMBER"]')).toBeVisible();
-  });
-});

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

@@ -1,12 +1,9 @@
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { customAlphabet } from 'nanoid';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
-import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
-import { prisma } from '@documenso/prisma';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
 import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
@@ -124,7 +121,7 @@ test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
   await expect(page.getByText('404 not found')).toBeVisible();
 });
 
-test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page }) => {
+test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
   const { user, team } = await seedUser();
 
   const directTemplateWithAuth = await seedDirectTemplate({
@@ -156,53 +153,6 @@ 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();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-});
-
-test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page }) => {
-  const { user, team } = await seedUser();
-
-  const directTemplateWithAuth = await seedDirectTemplate({
-    title: 'Personal direct template link',
-    userId: user.id,
-    teamId: team.id,
-    internalVersion: 2,
-    createTemplateOptions: {
-      authOptions: createDocumentAuthOptions({
-        globalAccessAuth: ['ACCOUNT'],
-        globalActionAuth: [],
-      }),
-    },
-  });
-
-  const directTemplatePath = formatDirectTemplatePath(
-    directTemplateWithAuth.directLink?.token || '',
-  );
-
-  await page.goto(directTemplatePath);
-
-  await expect(page.getByText('Authentication required')).toBeVisible();
-
-  await apiSignin({
-    page,
-    email: user.email,
-  });
-
-  await page.goto(directTemplatePath);
-
-  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByLabel('Your Email')).not.toBeVisible();
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
 });
 
 test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
@@ -225,9 +175,6 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
 
   await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
-
   await page.getByRole('button', { name: 'Complete' }).click();
   await page.getByRole('button', { name: 'Sign' }).click();
   await page.waitForURL(/\/sign/);
@@ -236,173 +183,3 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   // Add a longer waiting period to ensure document status is updated
   await page.waitForTimeout(3000);
 });
-
-test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with next signer dictation', async ({
-  page,
-}) => {
-  const { team, owner, organisation } = await seedTeam({
-    createTeamMembers: 1,
-  });
-
-  // Should be visible to team members.
-  const template = await seedDirectTemplate({
-    title: 'Team direct template link 1',
-    userId: owner.id,
-    teamId: team.id,
-  });
-
-  await prisma.documentMeta.update({
-    where: {
-      id: template.documentMetaId,
-    },
-    data: {
-      allowDictateNextSigner: true,
-      signingOrder: DocumentSigningOrder.SEQUENTIAL,
-    },
-  });
-
-  const originalName = 'Signer 2';
-  const originalSecondSignerEmail = seedTestEmail();
-
-  // Add another signer
-  await prisma.recipient.create({
-    data: {
-      signingOrder: 2,
-      envelopeId: template.id,
-      email: originalSecondSignerEmail,
-      name: originalName,
-      token: Math.random().toString().slice(2, 7),
-      role: RecipientRole.SIGNER,
-    },
-  });
-
-  // Check that the direct template link is accessible.
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-  await page.waitForTimeout(100);
-  await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  await expect(page.getByText('Next Recipient Name')).toBeVisible();
-
-  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
-  expect(nextRecipientNameInputValue).toBe(originalName);
-
-  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
-  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
-
-  const newName = 'Hello';
-  const newSecondSignerEmail = seedTestEmail();
-
-  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
-  await page.getByLabel('Next Recipient Name').fill(newName);
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-
-  const createdEnvelopeRecipients = await prisma.recipient.findMany({
-    where: {
-      envelope: {
-        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
-      },
-    },
-  });
-
-  const updatedSecondRecipient = createdEnvelopeRecipients.find(
-    (recipient) => recipient.signingOrder === 2,
-  );
-
-  expect(updatedSecondRecipient?.name).toBe(newName);
-  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
-});
-
-test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with next signer dictation', async ({
-  page,
-}) => {
-  const { team, owner, organisation } = await seedTeam({
-    createTeamMembers: 1,
-  });
-
-  // Should be visible to team members.
-  const template = await seedDirectTemplate({
-    title: 'Team direct template link 1',
-    userId: owner.id,
-    teamId: team.id,
-    internalVersion: 2,
-  });
-
-  await prisma.documentMeta.update({
-    where: {
-      id: template.documentMetaId,
-    },
-    data: {
-      allowDictateNextSigner: true,
-      signingOrder: DocumentSigningOrder.SEQUENTIAL,
-    },
-  });
-
-  const originalName = 'Signer 2';
-  const originalSecondSignerEmail = seedTestEmail();
-
-  // Add another signer
-  await prisma.recipient.create({
-    data: {
-      signingOrder: 2,
-      envelopeId: template.id,
-      email: originalSecondSignerEmail,
-      name: originalName,
-      token: Math.random().toString().slice(2, 7),
-      role: RecipientRole.SIGNER,
-    },
-  });
-
-  // Check that the direct template link is accessible.
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-  await expect(page.getByRole('heading', { name: 'Team direct template link 1' })).toBeVisible();
-  await page.waitForTimeout(100);
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  const currentName = 'John Doe';
-  const currentEmail = seedTestEmail();
-
-  await page.getByPlaceholder('Enter Your Name').fill(currentName);
-  await page.getByPlaceholder('Enter Your Email').fill(currentEmail);
-
-  await expect(page.getByText('Next Recipient Name')).toBeVisible();
-
-  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
-  expect(nextRecipientNameInputValue).toBe(originalName);
-
-  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
-  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
-
-  const newName = 'Hello';
-  const newSecondSignerEmail = seedTestEmail();
-
-  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
-  await page.getByLabel('Next Recipient Name').fill(newName);
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-
-  const createdEnvelopeRecipients = await prisma.recipient.findMany({
-    where: {
-      envelope: {
-        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
-      },
-    },
-  });
-
-  const updatedSecondRecipient = createdEnvelopeRecipients.find(
-    (recipient) => recipient.signingOrder === 2,
-  );
-
-  expect(updatedSecondRecipient?.name).toBe(newName);
-  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
-});

packages/lib/server-only/envelope/create-envelope.ts

@@ -10,7 +10,6 @@ import {
 } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { insertFieldsFromPlaceholdersInPDF } from '@documenso/lib/server-only/pdf/auto-place-fields';
 import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -234,7 +233,7 @@ export const createEnvelope = async ({
       ? await incrementDocumentId().then((v) => v.formattedDocumentId)
       : await incrementTemplateId().then((v) => v.formattedTemplateId);
 
-  const createdEnvelope = await prisma.$transaction(async (tx) => {
+  return await prisma.$transaction(async (tx) => {
     const envelope = await tx.envelope.create({
       data: {
         id: prefixedId('envelope'),
@@ -354,12 +353,8 @@ export const createEnvelope = async ({
         recipients: true,
         fields: true,
         folder: true,
+        envelopeItems: true,
         envelopeAttachments: true,
-        envelopeItems: {
-          include: {
-            documentData: true,
-          },
-        },
       },
     });
 
@@ -395,51 +390,4 @@ export const createEnvelope = async ({
 
     return createdEnvelope;
   });
-
-  for (const envelopeItem of createdEnvelope.envelopeItems) {
-    const buffer = await getFileServerSide(envelopeItem.documentData);
-
-    // Use normalized PDF if normalizePdf was true, otherwise use original
-    const pdfToProcess = normalizePdf
-      ? await makeNormalizedPdf(Buffer.from(buffer))
-      : Buffer.from(buffer);
-
-    await insertFieldsFromPlaceholdersInPDF(
-      pdfToProcess,
-      userId,
-      teamId,
-      {
-        type: 'envelopeId',
-        id: createdEnvelope.id,
-      },
-      requestMetadata,
-      envelopeItem.id,
-    );
-  }
-
-  const finalEnvelope = await prisma.envelope.findFirst({
-    where: {
-      id: createdEnvelope.id,
-    },
-    include: {
-      documentMeta: true,
-      recipients: true,
-      fields: true,
-      folder: true,
-      envelopeAttachments: true,
-      envelopeItems: {
-        include: {
-          documentData: true,
-        },
-      },
-    },
-  });
-
-  if (!finalEnvelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  return finalEnvelope;
 };

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

@@ -1,11 +1,10 @@
 import { DocumentStatus, EnvelopeType } from '@prisma/client';
-import { match } from 'ts-pattern';
 
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
-import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { isRecipientAuthorized } from '../document/is-recipient-authorized';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
 import { ZEnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@@ -99,28 +98,14 @@ export const getEnvelopeForDirectTemplateSigning = async ({
     });
   }
 
-  // Currently not using this since for direct templates "User" access means they just need to be
-  // logged in.
-  // const documentAccessValid = await isRecipientAuthorized({
-  //   type: 'ACCESS',
-  //   documentAuthOptions: envelope.authOptions,
-  //   recipient,
-  //   userId,
-  //   authOptions: accessAuth,
-  // });
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: envelope.authOptions,
+  const documentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    documentAuthOptions: envelope.authOptions,
+    recipient,
+    userId,
+    authOptions: accessAuth,
   });
 
-  // Ensure typesafety when we add more options.
-  const documentAccessValid = derivedRecipientAccessAuth.every((auth) =>
-    match(auth)
-      .with(DocumentAccessAuth.ACCOUNT, () => Boolean(userId))
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
-      .exhaustive(),
-  );
-
   if (!documentAccessValid) {
     throw new AppError(AppErrorCode.UNAUTHORIZED, {
       message: 'Invalid access values',

packages/lib/server-only/envelope/get-envelope-required-access-data.ts

@@ -54,3 +54,54 @@ export const getEnvelopeRequiredAccessData = async ({ token }: { token: string }
     recipientHasAccount: Boolean(recipientUserAccount),
   } as const;
 };
+
+export const getEnvelopeDirectTemplateRequiredAccessData = async ({ token }: { token: string }) => {
+  const envelope = await prisma.envelope.findFirst({
+    where: {
+      type: EnvelopeType.TEMPLATE,
+      directLink: {
+        enabled: true,
+        token,
+      },
+      status: DocumentStatus.DRAFT,
+    },
+    include: {
+      recipients: {
+        where: {
+          token,
+        },
+      },
+      directLink: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  const recipient = envelope.recipients.find(
+    (r) => r.id === envelope.directLink?.directTemplateRecipientId,
+  );
+
+  if (!recipient) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Recipient not found',
+    });
+  }
+
+  const recipientUserAccount = await prisma.user.findFirst({
+    where: {
+      email: recipient.email.toLowerCase(),
+    },
+    select: {
+      id: true,
+    },
+  });
+
+  return {
+    recipientEmail: recipient.email,
+    recipientHasAccount: Boolean(recipientUserAccount),
+  } as const;
+};

packages/lib/server-only/pdf/auto-place-fields.ts

@@ -1,387 +0,0 @@
-import { PDFDocument, rgb } from '@cantoo/pdf-lib';
-import type { Recipient } from '@prisma/client';
-import PDFParser from 'pdf2json';
-
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
-import { createEnvelopeFields } from '@documenso/lib/server-only/field/create-envelope-fields';
-import { type TFieldAndMeta, ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
-import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
-import { prisma } from '@documenso/prisma';
-
-import { getPageSize } from './get-page-size';
-import {
-  createRecipientsFromPlaceholders,
-  extractRecipientPlaceholder,
-  parseFieldMetaFromPlaceholder,
-  parseFieldTypeFromPlaceholder,
-} from './helpers';
-
-type TextPosition = {
-  text: string;
-  x: number;
-  y: number;
-  w: number;
-};
-
-type CharIndexMapping = {
-  textPositionIndex: number;
-};
-
-type PlaceholderInfo = {
-  placeholder: string;
-  recipient: string;
-  fieldAndMeta: TFieldAndMeta;
-  page: number;
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-  pageWidth: number;
-  pageHeight: number;
-};
-
-type FieldToCreate = TFieldAndMeta & {
-  envelopeItemId?: string;
-  recipientId: number;
-  pageNumber: number;
-  pageX: number;
-  pageY: number;
-  width: number;
-  height: number;
-};
-
-/*
-  Questions for later:
-    - Does it handle multi-page PDFs? ✅ YES! ✅
-    - Does it handle multiple recipients on the same page? ✅ YES! ✅
-    - Does it handle multiple recipients on multiple pages? ✅ YES! ✅
-    - What happens with incorrect placeholders? E.g. those containing non-accepted properties.
-    - The placeholder data is dynamic. How to handle this parsing? Perhaps we need to do it similar to the fieldMeta parsing. ✅
-    - Need to handle envelopes with multiple items. ✅
-*/
-
-export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
-  return new Promise((resolve, reject) => {
-    const parser = new PDFParser(null, true);
-
-    parser.on('pdfParser_dataError', (errData) => {
-      reject(errData);
-    });
-
-    parser.on('pdfParser_dataReady', (pdfData) => {
-      const placeholders: PlaceholderInfo[] = [];
-
-      pdfData.Pages.forEach((page, pageIndex) => {
-        /*
-          pdf2json returns the PDF page content as an array of characters.
-          We need to concatenate the characters to get the full text.
-          We also need to get the position of the text so we can place the placeholders in the correct position.
-          
-          Page dimensions from PDF2JSON are in "page units" (relative coordinates)
-        */
-        let pageText = '';
-        const textPositions: TextPosition[] = [];
-        const charIndexMappings: CharIndexMapping[] = [];
-
-        page.Texts.forEach((text) => {
-          /*
-            R is an array of objects containing each character, its position and styling information.
-            The decodedText stores the characters, without any other information.
-
-            textPositions stores each character and its position on the page.
-          */
-          const decodedText = text.R.map((run) => decodeURIComponent(run.T)).join('');
-
-          /*
-            For each character in the decodedText, we store its position in the textPositions array.
-            This allows us to quickly find the position of a character in the textPositions array by its index.
-          */
-          for (let i = 0; i < decodedText.length; i++) {
-            charIndexMappings.push({
-              textPositionIndex: textPositions.length,
-            });
-          }
-
-          pageText += decodedText;
-
-          textPositions.push({
-            text: decodedText,
-            x: text.x,
-            y: text.y,
-            w: text.w || 0,
-          });
-        });
-
-        const placeholderMatches = pageText.matchAll(/{{([^}]+)}}/g);
-
-        /*
-          A placeholder match has the following format:
-
-          [
-            '{{fieldType,recipient,fieldMeta}}',
-            'fieldType,recipient,fieldMeta',
-            'index: <number>',
-            'input: <pdf-text>'
-          ]
-        */
-        for (const placeholderMatch of placeholderMatches) {
-          const placeholder = placeholderMatch[0];
-          const placeholderData = placeholderMatch[1].split(',').map((property) => property.trim());
-
-          const [fieldTypeString, recipient, ...fieldMetaData] = placeholderData;
-
-          const rawFieldMeta = Object.fromEntries(
-            fieldMetaData.map((property) => property.split('=')),
-          );
-
-          const fieldType = parseFieldTypeFromPlaceholder(fieldTypeString);
-          const parsedFieldMeta = parseFieldMetaFromPlaceholder(rawFieldMeta, fieldType);
-
-          const fieldAndMeta: TFieldAndMeta = ZFieldAndMetaSchema.parse({
-            type: fieldType,
-            fieldMeta: parsedFieldMeta,
-          });
-
-          /*
-            Find the position of where the placeholder starts and ends in the text.
-
-            Then find the position of the characters in the textPositions array.
-            This allows us to quickly find the position of a character in the textPositions array by its index.
-          */
-          if (placeholderMatch.index === undefined) {
-            console.error('Placeholder match index is undefined for placeholder', placeholder);
-
-            continue;
-          }
-
-          const placeholderEndCharIndex = placeholderMatch.index + placeholder.length;
-
-          /*
-            Get the index of the placeholder's first and last character in the textPositions array.
-            Used to retrieve the character information from the textPositions array.
-
-            Example:
-              startTextPosIndex - 1
-              endTextPosIndex - 40
-          */
-          const startTextPosIndex = charIndexMappings[placeholderMatch.index].textPositionIndex;
-          const endTextPosIndex = charIndexMappings[placeholderEndCharIndex - 1].textPositionIndex;
-
-          /*
-            Get the placeholder's first and last character information from the textPositions array.
-
-            Example:
-              placeholderStart = { text: '{', x: 100, y: 100, w: 100 }
-              placeholderEnd = { text: '}', x: 200, y: 100, w: 100 }
-          */
-          const placeholderStart = textPositions[startTextPosIndex];
-          const placeholderEnd = textPositions[endTextPosIndex];
-
-          const width = placeholderEnd.x + placeholderEnd.w * 0.1 - placeholderStart.x;
-
-          placeholders.push({
-            placeholder,
-            recipient,
-            fieldAndMeta,
-            page: pageIndex + 1,
-            x: placeholderStart.x,
-            y: placeholderStart.y,
-            width,
-            height: 1,
-            pageWidth: page.Width,
-            pageHeight: page.Height,
-          });
-        }
-      });
-
-      resolve(placeholders);
-    });
-
-    parser.parseBuffer(pdf);
-  });
-};
-
-export const removePlaceholdersFromPDF = async (pdf: Buffer): Promise<Buffer> => {
-  const placeholders = await extractPlaceholdersFromPDF(pdf);
-
-  const pdfDoc = await PDFDocument.load(new Uint8Array(pdf));
-  const pages = pdfDoc.getPages();
-
-  for (const placeholder of placeholders) {
-    const pageIndex = placeholder.page - 1;
-    const page = pages[pageIndex];
-
-    const { width: pdfLibPageWidth, height: pdfLibPageHeight } = getPageSize(page);
-
-    /*
-      Convert PDF2JSON coordinates to pdf-lib coordinates:
-      
-      PDF2JSON uses relative "page units":
-      - x, y, width, height are in page units
-      - Page dimensions (Width, Height) are also in page units
-      
-      pdf-lib uses absolute points (1 point = 1/72 inch):
-      - Need to convert from page units to points
-      - Y-axis in pdf-lib is bottom-up (origin at bottom-left)
-      - Y-axis in PDF2JSON is top-down (origin at top-left)
-    */
-
-    const xPoints = (placeholder.x / placeholder.pageWidth) * pdfLibPageWidth;
-    const yPoints = pdfLibPageHeight - (placeholder.y / placeholder.pageHeight) * pdfLibPageHeight;
-    const widthPoints = (placeholder.width / placeholder.pageWidth) * pdfLibPageWidth;
-    const heightPoints = (placeholder.height / placeholder.pageHeight) * pdfLibPageHeight;
-
-    page.drawRectangle({
-      x: xPoints,
-      y: yPoints - heightPoints, // Adjust for height since y is at baseline
-      width: widthPoints,
-      height: heightPoints,
-      color: rgb(1, 1, 1),
-      borderColor: rgb(1, 1, 1),
-      borderWidth: 2,
-    });
-  }
-
-  const modifiedPdfBytes = await pdfDoc.save();
-
-  return Buffer.from(modifiedPdfBytes);
-};
-
-export const insertFieldsFromPlaceholdersInPDF = async (
-  pdf: Buffer,
-  userId: number,
-  teamId: number,
-  envelopeId: EnvelopeIdOptions,
-  requestMetadata: ApiRequestMetadata,
-  envelopeItemId?: string,
-  recipients?: Pick<Recipient, 'id' | 'email'>[],
-): Promise<Buffer> => {
-  const placeholders = await extractPlaceholdersFromPDF(pdf);
-
-  if (placeholders.length === 0) {
-    return pdf;
-  }
-
-  /*
-    A structure that maps the recipient index to the recipient name.
-    Example: 1 => 'Recipient 1'
-  */
-  const recipientPlaceholders = new Map<number, string>();
-
-  for (const placeholder of placeholders) {
-    const { name, recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
-
-    recipientPlaceholders.set(recipientIndex, name);
-  }
-
-  const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: envelopeId,
-    userId,
-    teamId,
-    type: null,
-  });
-
-  const envelope = await prisma.envelope.findFirst({
-    where: envelopeWhereInput,
-    select: {
-      id: true,
-      type: true,
-      secondaryId: true,
-    },
-  });
-
-  if (!envelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  let createdRecipients: Pick<Recipient, 'id' | 'email'>[];
-
-  if (recipients && recipients.length > 0) {
-    createdRecipients = recipients;
-  } else {
-    createdRecipients = await createRecipientsFromPlaceholders(
-      recipientPlaceholders,
-      envelope,
-      envelopeId,
-      userId,
-      teamId,
-      requestMetadata,
-    );
-  }
-
-  const fieldsToCreate: FieldToCreate[] = [];
-
-  for (const placeholder of placeholders) {
-    /*
-      Convert PDF2JSON coordinates to percentage-based coordinates (0-100)
-      The UI expects positionX and positionY as percentages, not absolute points
-      PDF2JSON uses relative coordinates: x/pageWidth and y/pageHeight give us the percentage
-    */
-    const xPercent = (placeholder.x / placeholder.pageWidth) * 100;
-    const yPercent = (placeholder.y / placeholder.pageHeight) * 100;
-
-    const widthPercent = (placeholder.width / placeholder.pageWidth) * 100;
-    const heightPercent = (placeholder.height / placeholder.pageHeight) * 100;
-
-    let recipient: Pick<Recipient, 'id' | 'email'> | undefined;
-
-    if (recipients && recipients.length > 0) {
-      /*
-        Map placeholder by index: r1 -> recipients[0], r2 -> recipients[1], etc.
-        recipientIndex is 1-based, so we subtract 1 to get the array index.
-      */
-      const { recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
-      const recipientArrayIndex = recipientIndex - 1;
-
-      if (recipientArrayIndex < 0 || recipientArrayIndex >= recipients.length) {
-        throw new AppError(AppErrorCode.INVALID_BODY, {
-          message: `Recipient placeholder ${placeholder.recipient} (index ${recipientIndex}) is out of range. Provided ${recipients.length} recipient(s).`,
-        });
-      }
-
-      recipient = recipients[recipientArrayIndex];
-    } else {
-      /*
-        Use email-based matching for placeholder recipients.
-      */
-      const { email } = extractRecipientPlaceholder(placeholder.recipient);
-      recipient = createdRecipients.find((r) => r.email === email);
-    }
-
-    if (!recipient) {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Could not find recipient ID for placeholder: ${placeholder.placeholder}`,
-      });
-    }
-
-    const recipientId = recipient.id;
-
-    // Default height percentage if too small (use 2% as a reasonable default)
-    const finalHeightPercent = heightPercent > 0.01 ? heightPercent : 2;
-
-    fieldsToCreate.push({
-      ...placeholder.fieldAndMeta,
-      envelopeItemId,
-      recipientId,
-      pageNumber: placeholder.page,
-      pageX: xPercent,
-      pageY: yPercent,
-      width: widthPercent,
-      height: finalHeightPercent,
-    });
-  }
-
-  await createEnvelopeFields({
-    userId,
-    teamId,
-    id: envelopeId,
-    fields: fieldsToCreate,
-    requestMetadata,
-  });
-
-  return pdf;
-};

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

@@ -1,191 +0,0 @@
-import { FieldType } from '@prisma/client';
-import { type Envelope, EnvelopeType, RecipientRole } from '@prisma/client';
-import type { Recipient } from '@prisma/client';
-import { match } from 'ts-pattern';
-
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { createDocumentRecipients } from '@documenso/lib/server-only/recipient/create-document-recipients';
-import { createTemplateRecipients } from '@documenso/lib/server-only/recipient/create-template-recipients';
-import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
-import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
-import { prisma } from '@documenso/prisma';
-
-type RecipientPlaceholderInfo = {
-  email: string;
-  name: string;
-  recipientIndex: number;
-};
-
-/*
-  Parse field type string to FieldType enum.
-  Normalizes the input (uppercase, trim) and validates it's a valid field type.
-  This ensures we handle case variations and whitespace, and provides clear error messages.
-*/
-export const parseFieldTypeFromPlaceholder = (fieldTypeString: string): FieldType => {
-  const normalizedType = fieldTypeString.toUpperCase().trim();
-
-  return match(normalizedType)
-    .with('SIGNATURE', () => FieldType.SIGNATURE)
-    .with('FREE_SIGNATURE', () => FieldType.FREE_SIGNATURE)
-    .with('INITIALS', () => FieldType.INITIALS)
-    .with('NAME', () => FieldType.NAME)
-    .with('EMAIL', () => FieldType.EMAIL)
-    .with('DATE', () => FieldType.DATE)
-    .with('TEXT', () => FieldType.TEXT)
-    .with('NUMBER', () => FieldType.NUMBER)
-    .with('RADIO', () => FieldType.RADIO)
-    .with('CHECKBOX', () => FieldType.CHECKBOX)
-    .with('DROPDOWN', () => FieldType.DROPDOWN)
-    .otherwise(() => {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Invalid field type: ${fieldTypeString}`,
-      });
-    });
-};
-
-/*
-  Transform raw field metadata from placeholder format to schema format.
-  Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
-  Converts string values to proper types (booleans, numbers).
-*/
-export const parseFieldMetaFromPlaceholder = (
-  rawFieldMeta: Record<string, string>,
-  fieldType: FieldType,
-): Record<string, unknown> | undefined => {
-  if (fieldType === FieldType.SIGNATURE || fieldType === FieldType.FREE_SIGNATURE) {
-    return;
-  }
-
-  if (Object.keys(rawFieldMeta).length === 0) {
-    return;
-  }
-
-  const fieldTypeString = String(fieldType).toLowerCase();
-
-  const parsedFieldMeta: Record<string, boolean | number | string> = {
-    type: fieldTypeString,
-  };
-
-  /*
-    rawFieldMeta is an object with string keys and string values.
-    It contains string values because the PDF parser returns the values as strings.
-
-    E.g. { 'required': 'true', 'fontSize': '12', 'maxValue': '100', 'minValue': '0', 'characterLimit': '100' }
-  */
-  const rawFieldMetaEntries = Object.entries(rawFieldMeta);
-
-  for (const [property, value] of rawFieldMetaEntries) {
-    if (property === 'readOnly' || property === 'required') {
-      parsedFieldMeta[property] = value === 'true';
-    } else if (
-      property === 'fontSize' ||
-      property === 'maxValue' ||
-      property === 'minValue' ||
-      property === 'characterLimit'
-    ) {
-      const numValue = Number(value);
-
-      if (!Number.isNaN(numValue)) {
-        parsedFieldMeta[property] = numValue;
-      }
-    } else {
-      parsedFieldMeta[property] = value;
-    }
-  }
-
-  return parsedFieldMeta;
-};
-
-export const extractRecipientPlaceholder = (placeholder: string): RecipientPlaceholderInfo => {
-  const indexMatch = placeholder.match(/^r(\d+)$/i);
-
-  if (!indexMatch) {
-    throw new AppError(AppErrorCode.INVALID_BODY, {
-      message: `Invalid recipient placeholder format: ${placeholder}. Expected format: r1, r2, r3, etc.`,
-    });
-  }
-
-  const recipientIndex = Number(indexMatch[1]);
-
-  return {
-    email: `recipient.${recipientIndex}@documenso.com`,
-    name: `Recipient ${recipientIndex}`,
-    recipientIndex,
-  };
-};
-
-export const createRecipientsFromPlaceholders = async (
-  recipientPlaceholders: Map<number, string>,
-  envelope: Pick<Envelope, 'id' | 'type' | 'secondaryId'>,
-  envelopeId: EnvelopeIdOptions,
-  userId: number,
-  teamId: number,
-  requestMetadata: ApiRequestMetadata,
-): Promise<Pick<Recipient, 'id' | 'email'>[]> => {
-  const recipientsToCreate = Array.from(
-    recipientPlaceholders.entries(),
-    ([recipientIndex, name]) => {
-      return {
-        email: `recipient.${recipientIndex}@documenso.com`,
-        name,
-        role: RecipientRole.SIGNER,
-        signingOrder: recipientIndex,
-      };
-    },
-  );
-
-  const existingRecipients = await prisma.recipient.findMany({
-    where: {
-      envelopeId: envelope.id,
-    },
-    select: {
-      id: true,
-      email: true,
-    },
-  });
-
-  const existingEmails = new Set(existingRecipients.map((r) => r.email));
-  const recipientsToCreateFiltered = recipientsToCreate.filter(
-    (recipient) => !existingEmails.has(recipient.email),
-  );
-
-  if (recipientsToCreateFiltered.length === 0) {
-    return existingRecipients;
-  }
-
-  const newRecipients = await match(envelope.type)
-    .with(EnvelopeType.DOCUMENT, async () => {
-      const { recipients } = await createDocumentRecipients({
-        userId,
-        teamId,
-        id: envelopeId,
-        recipients: recipientsToCreateFiltered,
-        requestMetadata,
-      });
-
-      return recipients;
-    })
-    .with(EnvelopeType.TEMPLATE, async () => {
-      const templateId =
-        envelopeId.type === 'templateId'
-          ? envelopeId.id
-          : mapSecondaryIdToTemplateId(envelope.secondaryId ?? '');
-
-      const { recipients } = await createTemplateRecipients({
-        userId,
-        teamId,
-        templateId,
-        recipients: recipientsToCreateFiltered,
-      });
-
-      return recipients;
-    })
-    .otherwise(() => {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Invalid envelope type: ${envelope.type}`,
-      });
-    });
-
-  return [...existingRecipients, ...newRecipients];
-};

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

@@ -1,6 +1,5 @@
 import { PDFDocument } from '@cantoo/pdf-lib';
 
-import { removePlaceholdersFromPDF } from './auto-place-fields';
 import { flattenAnnotations } from './flatten-annotations';
 import { flattenForm, removeOptionalContentGroups } from './flatten-form';
 
@@ -14,7 +13,6 @@ export const normalizePdf = async (pdf: Buffer) => {
   removeOptionalContentGroups(pdfDoc);
   await flattenForm(pdfDoc);
   flattenAnnotations(pdfDoc);
-  const pdfWithoutPlaceholders = await removePlaceholdersFromPDF(pdf);
 
-  return pdfWithoutPlaceholders;
+  return Buffer.from(await pdfDoc.save());
 };

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

@@ -3,7 +3,6 @@ import { createElement } from 'react';
 import { msg } from '@lingui/core/macro';
 import type { Field, Signature } from '@prisma/client';
 import {
-  DocumentSigningOrder,
   DocumentSource,
   DocumentStatus,
   EnvelopeType,
@@ -27,7 +26,7 @@ import type { TSignFieldWithTokenMutationSchema } from '@documenso/trpc/server/f
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE, RECIPIENT_DIFF_TYPE } from '../../types/document-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { TRecipientActionAuthTypes } from '../../types/document-auth';
 import { DocumentAccessAuth, ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import { ZFieldMetaSchema } from '../../types/field-meta';
@@ -69,10 +68,6 @@ export type CreateDocumentFromDirectTemplateOptions = {
     name?: string;
     email: string;
   };
-  nextSigner?: {
-    email: string;
-    name: string;
-  };
 };
 
 type CreatedDirectRecipientField = {
@@ -97,7 +92,6 @@ export const createDocumentFromDirectTemplate = async ({
   directTemplateExternalId,
   signedFieldValues,
   templateUpdatedAt,
-  nextSigner,
   requestMetadata,
   user,
 }: CreateDocumentFromDirectTemplateOptions): Promise<TCreateDocumentFromDirectTemplateResponse> => {
@@ -134,17 +128,6 @@ export const createDocumentFromDirectTemplate = async ({
     throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Invalid or missing template' });
   }
 
-  if (
-    nextSigner &&
-    (!directTemplateEnvelope.documentMeta?.allowDictateNextSigner ||
-      directTemplateEnvelope.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL)
-  ) {
-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message:
-        'You need to enable allowDictateNextSigner and sequential signing to dictate the next signer',
-    });
-  }
-
   const directTemplateEnvelopeLegacyId = mapSecondaryIdToTemplateId(
     directTemplateEnvelope.secondaryId,
   );
@@ -647,77 +630,6 @@ export const createDocumentFromDirectTemplate = async ({
       }),
     ];
 
-    if (nextSigner) {
-      const pendingRecipients = await tx.recipient.findMany({
-        select: {
-          id: true,
-          signingOrder: true,
-          name: true,
-          email: true,
-          role: true,
-        },
-        where: {
-          envelopeId: createdEnvelope.id,
-          signingStatus: {
-            not: SigningStatus.SIGNED,
-          },
-          role: {
-            not: RecipientRole.CC,
-          },
-        },
-        // Composite sort so our next recipient is always the one with the lowest signing order or id
-        // if there is a tie.
-        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
-      });
-
-      const nextRecipient = pendingRecipients[0];
-
-      if (nextRecipient) {
-        auditLogsToCreate.push(
-          createDocumentAuditLogData({
-            type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
-            envelopeId: createdEnvelope.id,
-            user: {
-              name: user?.name || directRecipientName || '',
-              email: user?.email || directRecipientEmail,
-            },
-            metadata: requestMetadata,
-            data: {
-              recipientEmail: nextRecipient.email,
-              recipientName: nextRecipient.name,
-              recipientId: nextRecipient.id,
-              recipientRole: nextRecipient.role,
-              changes: [
-                {
-                  type: RECIPIENT_DIFF_TYPE.NAME,
-                  from: nextRecipient.name,
-                  to: nextSigner.name,
-                },
-                {
-                  type: RECIPIENT_DIFF_TYPE.EMAIL,
-                  from: nextRecipient.email,
-                  to: nextSigner.email,
-                },
-              ],
-            },
-          }),
-        );
-
-        await tx.recipient.update({
-          where: { id: nextRecipient.id },
-          data: {
-            sendStatus: SendStatus.SENT,
-            ...(nextSigner && documentMeta?.allowDictateNextSigner
-              ? {
-                  name: nextSigner.name,
-                  email: nextSigner.email,
-                }
-              : {}),
-          },
-        });
-      }
-    }
-
     await tx.documentAuditLog.createMany({
       data: auditLogsToCreate,
     });

packages/prisma/seed/templates.ts

@@ -28,7 +28,6 @@ type SeedTemplateOptions = {
   title?: string;
   userId: number;
   teamId: number;
-  internalVersion?: 1 | 2;
   createTemplateOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
 };
 
@@ -168,7 +167,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
     data: {
       id: prefixedId('envelope'),
       secondaryId: templateId.formattedTemplateId,
-      internalVersion: options.internalVersion ?? 1,
+      internalVersion: 1,
       type: EnvelopeType.TEMPLATE,
       title,
       envelopeItems: {
@@ -185,7 +184,6 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
       teamId,
       recipients: {
         create: {
-          signingOrder: 1,
           email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
           name: DIRECT_TEMPLATE_RECIPIENT_NAME,
           token: Math.random().toString().slice(2, 7),

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

@@ -519,7 +519,6 @@ export const templateRouter = router({
         directTemplateExternalId,
         signedFieldValues,
         templateUpdatedAt,
-        nextSigner,
       } = input;
 
       ctx.logger.info({
@@ -542,7 +541,6 @@ export const templateRouter = router({
               email: ctx.user.email,
             }
           : undefined,
-        nextSigner,
         requestMetadata: ctx.metadata,
       });
     }),

packages/trpc/server/template-router/schema.ts

@@ -90,12 +90,6 @@ export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
   directTemplateExternalId: z.string().optional(),
   signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
   templateUpdatedAt: z.date(),
-  nextSigner: z
-    .object({
-      email: z.string().email().max(254),
-      name: z.string().min(1).max(255),
-    })
-    .optional(),
 });
 
 export const ZCreateDocumentFromTemplateRequestSchema = z.object({