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Author SHA1 Message Date
ephraimduncan 2662329455 Merge remote-tracking branch 'origin/main' into pr-2853
# Conflicts:
#	apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx
2026-07-02 06:48:23 +00:00
ephraimduncan 26f8a56248 fix(pdf): address AcroForm import review feedback 2026-05-27 07:10:42 +00:00
Ephraim Duncan fc4de113de Merge branch 'main' into feat/acroform-field-import 2026-05-27 06:46:53 +00:00
ephraimduncan 5e11db2444 refactor(pdf): simplify AcroForm import code 2026-05-27 01:02:43 +00:00
ephraimduncan 88e836ddbc refactor(pdf): deslop AcroForm import cleanup 2026-05-27 00:39:43 +00:00
ephraimduncan 874243700f fix(pdf): stabilize AcroForm imports 2026-05-27 00:16:03 +00:00
ephraimduncan 824117d47e refactor(pdf): move AcroForm import from upload to editor button
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.
2026-05-22 18:48:08 +00:00
ephraimduncan d33714a4e5 refactor(pdf): rename Documenteno typo to Documenso in acroform extractor 2026-05-21 13:34:05 +00:00
ephraimduncan b620a8c6d7 fix(pdf): repair acroform extractor heuristic + xfa detection + skip-don't-throw
Eight findings from PR review of feat/acroform-field-import, all verified
against actual source in plan mode before fixing.

P1.1 — getTextFieldFormatHint never produced a hint in practice. PdfDict.get()
returns PdfRef for indirect entries (Adobe almost always emits /AA and /F as
indirect), and String(js) returned "[object Object]" because PdfString and
PdfStream don't override toString. Now we thread a RefResolver via
PDF.context.resolve through every dict lookup, use PdfDict.getDict(key,
resolver) so refs are auto-deref'd, and decode JS bodies via asString() (for
strings) or TextDecoder + getDecodedData() (for streams). The MaxLen probe had
the same bug — also fixed via getNumber(key, resolver). Branch ordering is
restructured so format actions take precedence over every name token, not
just within their own type bucket.

P1.2 — Signed-signature path had no test. Added a stub-based mock test that
drives extractAcroFormFieldsFromPDF against a SignatureField whose isSigned()
returns true and asserts hasSignedSignature: true, fields: [], and an
unsupported entry with reason: 'signed-signature'. Mirrored with a negative
control where isSigned() returns false.

P2.1 — hasXfa reached into PDFForm._acroForm (private readonly) via a cast.
Replaced with public catalog access: pdf.context.catalog.getDict() →
getDict('AcroForm', resolver) → has('XFA'). Removed the
fields.length === 0 short-circuit so pure-XFA docs with no /Fields surface
as xfa-hybrid instead of falling through.

P2.2 — When no signable recipient resolved, the AcroForm branch threw
AppError(NOT_FOUND) inside prisma.$transaction and tore down the entire
envelope creation. Replaced with logger.warn + early skip from the AcroForm
branch only. Matches UNSAFE_createEnvelopeItems' silent-skip behaviour.

P2.6 — Coverage gaps closed with 9 new test cases: encrypted (mock), xfa-
hybrid (mock), signed signature (mock + negative control), listbox unsupported
(mock), no-page-match (mock), format-action precedence (extends fixture),
/TU label fallback (extends fixture), required CHECKBOX (extends fixture
with Ff bit 2), hidden + off-page widgets (extends fixture).

P2.3 / P2.4 / P2.5 — Plan doc updated to match shipped implementation: rot=180
y formula corrected from `top` to `bottom`, heuristic regexes documented as
the lenient substring patterns actually shipped (with explicit false-positive
acknowledgements), signed-signature detection mechanism updated from raw /V
probe to SignatureField.isSigned().

Verification: 26/26 unit tests pass (was 17, +9). lib + trpc + remix
typecheck clean (lib retains 5 pre-existing unrelated errors). biome clean.
2026-05-21 13:23:12 +00:00
ephraimduncan b8a11df768 feat(pdf): import AcroForm widgets as Documenso fields on upload
Detect AcroForm widgets (text, checkbox, radio, dropdown, signature) at upload
time and reuse their geometry as Documenso fields instead of stripping them via
form.flatten(). Imported fields land in the editor as ordinary Field rows
assigned to the first signable recipient, removing the manual re-placement step
users hit when preparing PDFs in Adobe Acrobat.

Extraction runs before normalizePdf so widget geometry is still readable.
Text fields go through a name+format heuristic that maps DATE/NUMBER/EMAIL/
NAME/INITIALS/TEXT, with AcroForm /AA format actions taking precedence over
name tokens. Coordinates are converted via per-rotation transforms (0/90/180/
270) against the rendered page dimensions; widgets fully off-page are
dropped, partial overlap is clamped. Signed signatures (SignatureField.
isSigned()) are detected and skip both the import and the form flatten so
the signature stays valid. Encrypted PDFs, XFA hybrids, malformed PDFs, and
internal extractor errors all return an empty result with skipReason set so
the upload proceeds untouched.

Every imported field carries fieldMeta.source = 'acroform' (new optional on
ZBaseFieldMeta) for future provenance queries. DOCUMENT envelopes emit a
per-field FIELD_CREATED audit entry matching create-envelope-fields.ts.
Recipient assignment picks the first Recipient with role SIGNER or APPROVER
sorted by (signingOrder asc nulls last, id asc); when no signable recipient
exists, a placeholder Recipient 1 SIGNER is created mirroring the
placeholder-pipeline behaviour.
2026-05-21 04:05:12 +00:00
281 changed files with 7413 additions and 14883 deletions
@@ -0,0 +1,430 @@
---
date: 2026-05-21
title: Acroform Field Detection And Reuse
---
## Problem
Users routinely prepare PDFs in Adobe Acrobat (or other PDF editors) with AcroForm fields — signatures, text inputs, dates, checkboxes — and upload them to Documenso. Today those widgets are either stripped (`DOCUMENT` upload flattens via `form.flatten()` in `normalize-pdf.ts`) or preserved as static interactive controls (`TEMPLATE` upload), but never reused as Documenso fields. Users have to re-place every field in the editor.
Issue: https://github.com/documenso/documenso/issues/2697 (labels: `type: enhancement`, `apps: web`).
## Goal
On upload, detect AcroForm fields, map supported types to Documenso fields, persist their page geometry, then flatten the PDF so no duplicate interactive controls remain. Imported fields should be ordinary `Field` rows — visible in the editor, assignable to recipients, signable like any other field.
## Background
The placeholder pipeline (`{{signature, r1}}` style) already does almost everything we need:
- `packages/lib/server-only/pdf/auto-place-fields.ts` extracts `PlaceholderInfo[]` (with `fieldAndMeta: TFieldAndMeta`, top-left percentages, page index), then `convertPlaceholdersToFieldInputs(placeholders, recipientResolver, envelopeItemId)` returns `tx.field.createMany` payloads.
- `packages/trpc/server/envelope-router/create-envelope.ts` per file: `convertToPdf` → optional `insertFormValuesInPdf``normalizePdf({ flattenForm: type !== 'TEMPLATE' })``extractPdfPlaceholders(normalized)``putPdfFileServerSide(cleanedPdf)` → forwards `{ title, documentDataId, placeholders }`.
- `packages/lib/server-only/envelope-item/create-envelope-items.ts` runs the same per-file pipeline when files are appended to an existing envelope.
- `packages/lib/server-only/envelope/create-envelope.ts` consumes `envelopeItems[].placeholders`, creates placeholder `SIGNER` recipients (`recipient.${i}@documenso.com`) when `data.recipients` is empty, then calls `convertPlaceholdersToFieldInputs` + `tx.field.createMany` inside its existing transaction.
`@libpdf/core` exposes the AcroForm primitives we need (verified in `node_modules/@libpdf/core/dist/index.d.mts`):
- `PDF.isEncrypted: boolean`, `PDF.getForm(): PDFForm | null`, `PDF.getPages()[i].ref` + `.getRotation()`.
- `PDFForm.getFields(): FormField[]`.
- `FormField`: `name`, `partialName`, `alternateName` (/TU), `isRequired()`, `isReadOnly()`, `acroField(): PdfDict` (raw dict access), `type: 'text' | 'checkbox' | 'radio' | 'dropdown' | 'listbox' | 'signature' | 'button' | 'unknown' | 'non-terminal'`.
- `WidgetAnnotation`: `rect`, `width`, `height`, `pageRef: PdfRef | null`, `isHidden()`, `isPrintable()`, `getOnValue()`.
- Typed subclasses: `CheckboxField.isChecked()` / `getOnValues()` / `getOnValue()`, `DropdownField.getOptions()`, `RadioField.getOptions()`, `SignatureField`, `TextField.getText()`.
`ZBaseFieldMeta` (in `packages/lib/types/field-meta.ts`) already carries `label`, `required`, `readOnly`. We extend it once with `source?: 'acroform'` so imported fields are introspectable without UI changes.
## Scope
In scope: server-side extraction at upload time for v2 envelopes (both new envelopes and items appended to existing envelopes), per-field `FIELD_CREATED` audit log entries for imported fields, and the one-line schema extension to record provenance. Out of scope: editor UI changes (badges, banners, review modals), signing surface changes, v1 path, listbox, button/unknown/non-terminal field types, true radio-group consolidation, recipient inference beyond first-signer selection.
## Field Mapping
### Type resolution
| AcroForm type | Documenso field | Rule |
| --- | --- | --- |
| `signature` (unsigned) | `SIGNATURE` | Import. |
| `signature` (signed — `SignatureField.isSigned()` returns true) | — | **Skip.** Log `logger.warn({ event: 'acroform-import.signed-pdf-no-flatten', envelopeItemTitle })`. Also downgrade `flattenForm` to `false` for that envelope item (do not re-flatten a signed PDF). |
| `text` | resolved by heuristic below | Heuristic order: AcroForm format action → name token → default to TEXT. |
| `checkbox` | `CHECKBOX` | One Documenso field per widget. |
| `radio` | `RADIO` | One Documenso field per widget. Store group's `getOptions()` in each `fieldMeta.values`. Semantics intentionally differ from PDF (each is independent); documented under Risks. |
| `dropdown` | `DROPDOWN` | Preserve `getOptions()` in `fieldMeta.values`, current selection in `fieldMeta.defaultValue`. |
| `listbox`, `button`, `unknown`, `non-terminal` | — | Skip, return as `AcroFormUnsupportedFieldInfo`. Never block upload. |
### Text-field heuristic (resolved in order — first match wins)
AcroForm format actions take precedence over every name token. If `/AA → /F → /JS` references a known formatter, that result is final. Only when no format action is detected do the name regexes apply.
1. **DATE** if `acroField()` carries an additional-actions date format (`/AA``/F``JS` containing `AFDate_FormatEx` or `AFDate_Format`).
2. **NUMBER** if `acroField()` carries an `AFNumber_Format` action.
3. **DATE** if name/alternateName matches `/date|dob|birth/i`.
4. **NUMBER** if name/alternateName matches `/amount|qty|count|number/i` AND `/MaxLen <= 10`.
5. **EMAIL** if name/alternateName matches `/email|e[-_]?mail/i`.
6. **NAME** if name/alternateName matches `/name/i`.
7. **INITIALS** if name/alternateName matches `/initial/i`.
8. Else **TEXT**.
All regexes are case-insensitive and run against `partialName` then `alternateName`.
Patterns are intentionally lenient to handle CamelCase Adobe Acrobat names (e.g. `CustomerName`, `BirthDate`) that strict word-boundary patterns miss. Expected false positives — `username` → NAME, `birth_name` → DATE, `initialize` → INITIALS — are tolerable because the editor is the final arbiter; false negatives fall through to TEXT (always safe).
### Metadata mapping
For every imported field:
- `fieldMeta.required = field.isRequired()` (boolean; omit when false).
- `fieldMeta.readOnly = field.isReadOnly()` (boolean; omit when false). Read-only fields **are** imported (rendered for reference in the editor); the renderer already honours `readOnly`.
- `fieldMeta.label`: `alternateName ?? partialName` for label-supporting types (TEXT, NUMBER, DATE, INITIALS, NAME, EMAIL, DROPDOWN, RADIO, CHECKBOX). SIGNATURE has no label slot — drop it.
- `fieldMeta.source = 'acroform'` on every imported field (see Schema Extension).
### CHECKBOX required semantics
AcroForm "required" on a checkbox means "must be checked". Documenso CHECKBOX has both `required` (field must be present) and `validationRule`/`validationLength` (e.g. "at least N of M"). Mapping:
```ts
if (field.isRequired()) {
fieldMeta.required = true;
fieldMeta.validationRule = 'at-least';
fieldMeta.validationLength = 1;
}
```
This approximates "must be checked to submit" for a single-widget checkbox field.
### Default values (only when `formValues` was NOT provided on this upload)
`formValues` (via `insertFormValuesInPdf`) is authoritative when present — it bakes values into the flattened background, so the imported fields stay empty for the signer to fill. When `formValues` is absent, we copy PDF defaults into `fieldMeta` so the editor preview matches the source PDF:
| Source | Target |
| --- | --- |
| `TextField.getText()` (non-empty) | `fieldMeta.text` (TEXT/DATE/INITIALS/NAME/EMAIL) or `fieldMeta.value` (NUMBER) |
| `DropdownField` current selection | `fieldMeta.defaultValue` |
| `CheckboxField.isChecked()` | `fieldMeta.values[0].checked = true` |
| `RadioField` current selection | `fieldMeta.values[i].checked = true` on the matching option |
Always emit `inserted: false` and `customText: ''` — the signer still confirms each field, defaults are editor-only hints.
All metadata flows through `ZEnvelopeFieldAndMetaSchema.parse(...)` so imported fields match what the editor already expects.
## Pre-extraction Guards
Run in this order before any AcroForm work:
1. **Encrypted PDFs**: if `pdfDoc.isEncrypted` → log `{ event: 'acroform-import.skip', reason: 'encrypted', envelopeItemTitle }`, return `{ fields: [], unsupported: [] }`. Upload proceeds with zero imported fields.
2. **XFA hybrid**: detect via the catalog's `AcroForm` dict carrying an `XFA` key (best-effort via raw dict access; if @libpdf/core's public surface can't read it, fall through — mirrored AcroForm fields in XFA hybrids are fine to import). When detected, log `{ event: 'acroform-import.skip', reason: 'xfa-hybrid' }` and return empty results.
3. **`getForm()` is null** → return empty results silently.
4. **Top-level try/catch** around steps 16: any throw → `logger.error({ event: 'acroform-import.error', envelopeItemTitle, err })`, return `{ fields: [], unsupported: [] }`. Upload proceeds untouched. Never bubble.
## Coordinate Handling
Reuse the placeholder convention (top-left percentages, see `auto-place-fields.ts:121-138`):
1. Build a page lookup once: `pages = pdfDoc.getPages(); pageByRef = new Map(pages.map((p, i) => [p.ref, i]))`.
2. For each widget:
1. Read `widget.rect = [x1, y1, x2, y2]` (bottom-left, points).
2. Normalize: `left = min(x1, x2)`, `right = max`, `bottom = min(y1, y2)`, `top = max`.
3. Resolve `pageIndex` via `pageByRef.get(widget.pageRef)`. Skip if no match.
4. Read `page.width`, `page.height`, `rot = page.getRotation()` (degrees, normalized to `0|90|180|270`).
5. Apply inverse rotation transform so the field lands at the rendered top-left percentage:
- `rot === 0`: `x = left`, `y = pageH - top`, `w = right - left`, `h = top - bottom`. Page dims `(pageW, pageH)`.
- `rot === 90`: `x = bottom`, `y = left`, `w = top - bottom`, `h = right - left`. Page dims swap: `(pageH, pageW)`.
- `rot === 180`: `x = pageW - right`, `y = bottom`, `w = right - left`, `h = top - bottom`. Page dims `(pageW, pageH)`.
- `rot === 270`: `x = pageH - top`, `y = pageW - right`, `w = top - bottom`, `h = right - left`. Page dims swap.
6. Out-of-bounds policy: if the entire rect is outside the rotated page bounds, skip + emit `AcroFormUnsupportedFieldInfo` with `reason: 'off-page'`. Otherwise clamp to `[0, renderedW] × [0, renderedH]`.
7. Convert to percentages against the rendered page dimensions from step 5.
8. Apply the existing `MIN_HEIGHT_THRESHOLD` / `DEFAULT_FIELD_HEIGHT_PERCENT` fallback used by placeholders.
3. Skip widgets that are `isHidden()` or have zero/negative `width`/`height` after normalization.
## Ordering
Sort imported fields before `createMany` by `(pageIndex asc, top-to-bottom, left-to-right)`. Concretely: ascending `pageIndex`, then ascending `y` (top-of-page first), then ascending `x` within `±2%` y-buckets so a row of fields stays a row. This matches how a signer visually scans the page; it does not rely on AcroForm `/Tabs` metadata (often wrong).
## Audit Logging
Every imported field emits one `FIELD_CREATED` entry matching `create-envelope-fields.ts:264`'s shape:
```ts
await tx.documentAuditLog.createMany({
data: createdFields.map((f) => createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_CREATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: { fieldId: f.secondaryId, fieldRecipientEmail, fieldRecipientId, fieldType: f.type },
})),
});
```
The placeholder branch in `create-envelope.ts` is silent today and stays silent — AcroForm import does not retroactively change that. Distinguishing imported vs. placeholder vs. user-placed fields is done via `fieldMeta.source`, not a new audit type.
## Schema Extension
One field added to `ZBaseFieldMeta` in `packages/lib/types/field-meta.ts`:
```ts
export const ZBaseFieldMeta = z.object({
// existing...
source: z.enum(['acroform']).optional(),
});
```
No DB migration (fieldMeta is JSON). No editor change. No API contract change beyond the optional field. Forwards-compatible: future sources (`'placeholder'`, `'figma'`, etc.) extend the enum.
## Plan
### 1. Add the AcroForm extractor
New file `packages/lib/server-only/pdf/acroform-fields.ts`:
```ts
export type AcroFormFieldImportInfo = {
source: 'acroform';
fieldName: string;
widgetIndex: number;
fieldAndMeta: TFieldAndMeta;
page: number;
x: number;
y: number;
width: number;
height: number;
pageWidth: number;
pageHeight: number;
};
export type AcroFormUnsupportedFieldInfo = {
fieldName: string;
acroFormType: string;
reason: 'unsupported-type' | 'hidden' | 'off-page' | 'zero-size' | 'no-page-match' | 'signed-signature';
};
export type AcroFormExtractionResult = {
fields: AcroFormFieldImportInfo[];
unsupported: AcroFormUnsupportedFieldInfo[];
/** True when a signed signature widget was found — caller MUST set flattenForm: false for that item. */
hasSignedSignature: boolean;
/** True when extraction returned empty for a reason that should be surfaced in logs but not propagated. */
skipReason?: 'encrypted' | 'xfa-hybrid' | 'no-form' | 'error';
};
export const extractAcroFormFieldsFromPDF = async (
pdf: Buffer,
): Promise<AcroFormExtractionResult>;
export const convertAcroFormFieldsToFieldInputs = (
fields: AcroFormFieldImportInfo[],
recipientResolver: (fieldName: string) => Pick<Recipient, 'id'>,
envelopeItemId?: string,
): FieldToCreate[];
```
`extractAcroFormFieldsFromPDF`:
- Wraps everything in try/catch (top-level guard).
- Loads via `PDF.load(new Uint8Array(pdf))`.
- Runs pre-extraction guards (encrypted, XFA, null form) — returns early with `skipReason` set.
- Builds the page-ref → index + rotation lookup once.
- Iterates `form.getFields()`, applies the type-resolution heuristic, geometry pipeline, default-value mapping.
- Records signed-signature widgets in `unsupported` with `reason: 'signed-signature'` AND sets `hasSignedSignature = true`.
- Logger is module-scoped (no apiRequestMetadata in this file — pure function).
`convertAcroFormFieldsToFieldInputs` mirrors `convertPlaceholdersToFieldInputs` — pure point→percentage transform, no DB access. After mapping, sort by `(page, y, x)` as in Ordering.
Kept separate from `auto-place-fields.ts`: placeholders are text-driven and emit white rectangles via `whiteoutRegions`; AcroForm import is widget-driven and relies on the post-extraction `form.flatten()` to clean the PDF. Sharing types prematurely would couple both paths.
### 2. Extract AcroForm fields before flattening
In both upload entry points the order becomes:
```
convertToPdf (router only)
→ insertFormValuesInPdf if formValues
→ extractAcroFormFieldsFromPDF(pdf) // new — must run BEFORE normalizePdf
→ const shouldFlatten = type !== 'TEMPLATE' && !extraction.hasSignedSignature
→ normalizePdf({ flattenForm: shouldFlatten })
→ extractPdfPlaceholders(normalized)
→ putPdfFileServerSide(cleanedPdf)
→ forward { placeholders, acroFormFields, formValuesProvided }
```
Why before `normalizePdf`: for `DOCUMENT` uploads `normalizePdf` calls `form.flatten()` and destroys widget geometry. Extraction must read the unflattened buffer. `formValues` filling stays first so user-prefilled values still bake into the flattened background.
When `extraction.hasSignedSignature` is true, also `logger.warn({ event: 'acroform-import.signed-pdf-no-flatten', envelopeItemTitle })`.
`formValuesProvided` (boolean) is forwarded to the converter so the default-value mapping can skip prefill when the user-supplied values pipeline already filled the PDF.
Template flattening policy is unchanged in this plan: templates continue to preserve AcroForm widgets (no `form.flatten()`), so imported fields will visually duplicate the still-interactive PDF widgets in the template preview. Flipping templates to flatten is a follow-up — it's a breaking change for API users relying on template `formValues`.
### 3. Thread `acroFormFields` through `createEnvelope`
Extend `CreateEnvelopeOptions.data.envelopeItems[number]` (`packages/lib/server-only/envelope/create-envelope.ts:70-75`):
```ts
envelopeItems: {
title?: string;
documentDataId: string;
order?: number;
placeholders?: PlaceholderInfo[];
acroFormFields?: AcroFormFieldImportInfo[]; // new
formValuesProvided?: boolean; // new — already-applied prefill
}[];
```
Inside the existing transaction (alongside the `itemsWithPlaceholders` branch at `:431-538`), add an `itemsWithAcroFormFields` branch:
- Run AFTER the placeholder branch so `availableRecipients` reflects any placeholder signers it created.
- Recipient resolution:
- **First-signer rule**: pick `availableRecipients.filter(r => r.role === SIGNER || r.role === APPROVER).sort((a, b) => (a.signingOrder ?? Infinity) - (b.signingOrder ?? Infinity) || a.id - b.id)[0]`.
- If none: the placeholder branch may have created `Recipient 1` already — reuse. If still none (no recipients, no placeholders), create one placeholder `SIGNER` via the same `recipient.1@documenso.com` shape used by the placeholder branch.
- All imported fields → that one recipient. User reassigns in editor.
- Call `convertAcroFormFieldsToFieldInputs(item.acroFormFields, resolver, envelopeItem.id)` then `tx.field.createMany(...)` with the same `{ envelopeId, envelopeItemId, recipientId, type, page, positionX, positionY, width, height, customText: '', inserted: false, fieldMeta }` shape used by the placeholder branch.
- Immediately after, emit per-field `FIELD_CREATED` audit log entries (see Audit Logging).
### 4. Mirror in `UNSAFE_createEnvelopeItems`
`packages/lib/server-only/envelope-item/create-envelope-items.ts:47-77` — carry `acroFormFields` and `formValuesProvided` alongside `placeholders` in `envelopeItemsToCreate`. Inside the existing `if (envelope.recipients.length > 0)` block (`:111-160`), after the placeholder loop, run the AcroForm loop using the same first-signer rule (SIGNER|APPROVER, signingOrder asc, id asc). Emit per-field `FIELD_CREATED` entries with `apiRequestMetadata`. If `envelope.recipients.length === 0`, skip — appending widgets to a recipient-less envelope is the user's setup phase and is handled when they add recipients (matches current placeholder behavior on append).
### 5. Log unsupported fields, never block upload
In both entry points, after extraction:
```ts
if (extraction.unsupported.length > 0) {
logger.info({
event: 'acroform-import.unsupported',
envelopeItemTitle,
count: extraction.unsupported.length,
byReason: groupBy(extraction.unsupported, u => u.reason),
});
}
if (extraction.skipReason) {
logger.info({ event: 'acroform-import.skip', envelopeItemTitle, reason: extraction.skipReason });
}
```
No new error type, no upload rejection, no response-shape change. A UI surface for warnings comes later once the upload response has a stable warning shape.
### 6. Schema extension
`packages/lib/types/field-meta.ts`: add `source: z.enum(['acroform']).optional()` to `ZBaseFieldMeta`. Single-line change, no callers need updating because the field is optional.
## Files
| File | Change |
| --- | --- |
| `packages/lib/types/field-meta.ts` | Add `source?: 'acroform'` to `ZBaseFieldMeta`. |
| `packages/lib/server-only/pdf/acroform-fields.ts` | **new** — extractor, converter, types, pre-extraction guards, heuristics, geometry pipeline, ordering. |
| `packages/lib/server-only/envelope/create-envelope.ts` | Extend `CreateEnvelopeOptions.envelopeItems[]` with `acroFormFields` + `formValuesProvided`. Add AcroForm branch beside placeholder branch (~`:431-538`). Emit per-field `FIELD_CREATED` audit entries. |
| `packages/trpc/server/envelope-router/create-envelope.ts` | Insert `extractAcroFormFieldsFromPDF` before `normalizePdf` in the per-file loop (`:110-141`). Downgrade `flattenForm` when `hasSignedSignature`. Forward `acroFormFields` + `formValuesProvided` into the `envelopeItems` payload (`:135-140`). Log unsupported + skipReason. |
| `packages/lib/server-only/envelope-item/create-envelope-items.ts` | Insert `extractAcroFormFieldsFromPDF` before `normalizePdf` (`:48-77`). Same flatten downgrade. Carry `acroFormFields` + `formValuesProvided` in `envelopeItemsToCreate`. Add AcroForm loop inside `envelope.recipients.length > 0` (`:111-160`). Per-field audit entries. Log unsupported + skipReason. |
| `packages/lib/server-only/pdf/acroform-fields.test.ts` | **new** — unit suite (see Tests). |
| `packages/app-tests/e2e/scenarios/acroform-import.spec.ts` | **new** — e2e suite (see Tests). |
| `scripts/generate-acroform-test-pdf.mjs` | **new** — one-off generator (committed) producing `assets/acroform-import-test.pdf` + rotated variants. |
| `assets/acroform-import-test.pdf` | **new** — base fixture: one of each supported type. |
| `assets/acroform-import-rotated-90.pdf` | **new** — rotated-page fixture. |
| `assets/acroform-import-rotated-180.pdf` | **new** — rotated-page fixture. |
| `assets/acroform-import-rotated-270.pdf` | **new** — rotated-page fixture. |
| `assets/acroform-import-signed.pdf` | **new** — fixture with one signed signature widget + supported widgets. |
No DB schema change. No new tRPC route. No public API surface change beyond the optional `fieldMeta.source`.
## Tests
### Unit (`packages/lib/server-only/pdf/acroform-fields.test.ts`)
Drive from the committed fixture set; synthesize edge-case PDFs inline via `@libpdf/core`'s form builder where a static file is overkill.
Type resolution:
- text / signature / checkbox / radio / dropdown widgets each produce the expected Documenso field type.
- Heuristic positives: `signed_date` / `dob` → DATE; `initial` / `initials` → INITIALS; `customer_email` → EMAIL; `full_name` / `fname` → NAME; field with `AFNumber_Format` action → NUMBER; field with `MaxLen: 5` + name `qty` → NUMBER; plain `customer_id` → TEXT.
- AcroForm format actions take precedence over name tokens (a field named `customer_name` with an `AFDate_FormatEx` action → DATE).
Metadata:
- `isRequired` / `isReadOnly` round-trip into `fieldMeta`.
- `alternateName` (or `partialName` fallback) → `fieldMeta.label` on label-supporting types; SIGNATURE has no label.
- Required CHECKBOX → `required: true` + `validationRule: 'at-least'` + `validationLength: 1`.
- Every imported field has `fieldMeta.source = 'acroform'`.
Default values:
- TextField with non-empty value AND `formValuesProvided = false``fieldMeta.text` set.
- TextField with non-empty value AND `formValuesProvided = true``fieldMeta.text` NOT set.
- DropdownField selection → `fieldMeta.defaultValue`.
- CheckboxField checked → `values[0].checked = true`.
- RadioField selected → matching `values[i].checked = true`.
Geometry:
- Bottom-left widget rect `[100, 600, 200, 620]` on a 612×792 page → top-left percentages within ±0.01% of expected.
- 90° rotated page: same widget rect → rotated coordinates as defined in Coordinate Handling step 5.
- 180° and 270° rotated pages: same.
- Hidden widgets (annotation flags hidden bit) → skipped.
- Widgets with zero/negative dimensions → skipped.
- Widgets with `pageRef` not in `pdfDoc.getPages()``unsupported` with `reason: 'no-page-match'`.
- Widget rect entirely off-page → `unsupported` with `reason: 'off-page'`.
- Widget rect partially off-page → clamped, imported.
Ordering:
- Two pages × four widgets in scrambled creation order → output sorted by `(page, y, x)`.
Skips and unsupported:
- listbox / button / unknown / non-terminal → `unsupported`, never thrown.
- Encrypted PDF → `skipReason: 'encrypted'`, `fields: []`, no throw.
- XFA hybrid PDF (best-effort detect) → `skipReason: 'xfa-hybrid'` when detectable; otherwise extraction proceeds normally.
- Signed signature widget (`SignatureField.isSigned()` returns true) → `unsupported` with `reason: 'signed-signature'` AND `hasSignedSignature: true`.
- Buffer corruption → top-level try/catch, returns empty + `skipReason: 'error'`, no throw.
### E2E (`packages/app-tests/e2e/scenarios/acroform-import.spec.ts`)
- Upload `assets/acroform-import-test.pdf` as a `DOCUMENT` via the v2 envelope router with one provided SIGNER recipient → assert envelope has one `Field` per supported widget, types match, `positionX/Y/width/height` within ±1% of expected, every field's recipient is that one SIGNER, stored PDF (`documentData`) loaded via `PDF.load` reports `getForm() === null` or `getFields().length === 0`. Audit log contains N `FIELD_CREATED` entries.
- Upload with `formValues` populated → `formValues` persists, imported fields exist but have no default values set in fieldMeta, the flattened PDF reflects the prefilled values.
- Upload with two recipients: one CC + one SIGNER → all imported fields assigned to the SIGNER (CC skipped).
- Upload with two recipients: one SIGNER (signingOrder=1) + one APPROVER (signingOrder=2) → all imported fields assigned to the SIGNER.
- Upload with zero recipients → placeholder `Recipient 1` created (shared with the placeholder branch's behavior; if both placeholders and AcroForm fields exist in the same file, only one `Recipient 1` exists).
- Upload `assets/acroform-import-signed.pdf` → signed signature widget skipped, other widgets imported, stored PDF is NOT flattened (`getForm() !== null`, widgets still present).
- Append `assets/acroform-import-test.pdf` to an existing envelope with one SIGNER via `UNSAFE_createEnvelopeItems` → new `envelopeItem.id` carries the imported fields, all assigned to that SIGNER.
- Append to a recipient-less envelope → AcroForm extraction runs, fields are NOT created (skipped, matching placeholder behavior).
- Upload `TEMPLATE` → template still preserves AcroForm widgets in the stored PDF (current behavior unchanged), imported fields ALSO exist (visual duplication acknowledged in Risks).
- Upload PDF with one `listbox` + one supported `text` field → upload succeeds, only the text field becomes a Documenso field, log line emitted for the listbox.
- Upload rotated PDFs (90/180/270 fixtures) → field geometry lands within ±1% of the expected rendered position on each page.
### Regression
```bash
npx tsc --noEmit -p apps/remix/tsconfig.json
npm run test:dev -w @documenso/app-tests -- packages/app-tests/e2e/scenarios/form-flattening.spec.ts
npm run test:dev -w @documenso/app-tests -- packages/app-tests/e2e/scenarios/acroform-import.spec.ts
```
## Behavior Matrix
| Upload | Has AcroForm | Signed sig? | `formValues`? | `recipients`? | Result |
| --- | --- | --- | --- | --- | --- |
| `DOCUMENT` | yes | no | none | 1 SIGNER/APPROVER | All imported fields → that recipient. Stored PDF flat. Per-field `FIELD_CREATED` audit. |
| `DOCUMENT` | yes | no | none | N≥2 mixed roles | All imported fields → first SIGNER|APPROVER by (signingOrder asc, id asc). CC/VIEWER skipped. User reassigns in editor. |
| `DOCUMENT` | yes | no | none | only CC/VIEWER | Treated as "no signable recipients" — placeholder `Recipient 1` SIGNER created. |
| `DOCUMENT` | yes | no | none | none | One placeholder `Recipient 1` SIGNER created (reused if placeholder branch already made one). |
| `DOCUMENT` | yes | no | provided | any | `formValues` filled → flattened values visible → empty supported fields imported with `source: 'acroform'`, no `fieldMeta.text`/`defaultValue` prefill. |
| `DOCUMENT` | yes | yes | any | any | Signed signature(s) skipped + logged. `flattenForm` downgraded to false → stored PDF retains widgets. Other supported widgets imported normally. |
| `DOCUMENT` | no | n/a | any | any | Unchanged. |
| `TEMPLATE` | yes | n/a | any | any | Imported fields created **and** PDF still contains interactive widgets (known artifact, follow-up). |
| Encrypted PDF | n/a | n/a | any | any | Extraction skipped + logged. Upload proceeds with zero AcroForm imports. |
| XFA hybrid (detected) | n/a | n/a | any | any | Extraction skipped + logged. Same as encrypted. |
| Append to existing envelope w/ recipients | yes | no | n/a | n/a | Imported fields → first SIGNER|APPROVER of the envelope. Per-field audit. |
| Append to existing envelope w/o recipients | yes | n/a | n/a | n/a | Skipped (matches current placeholder behavior on append). |
## Out of Scope / Follow-ups
- Flipping `TEMPLATE` uploads to flatten after import — breaking for API users relying on template AcroForm `formValues`.
- Editor UI surface: "Imported from PDF" badge (using `fieldMeta.source`), warning toast for skipped widgets, encrypted/XFA banner. Data is captured now; UI ships separately.
- A signed-AcroForm-signature → completed Documenso signature mapping.
- True radio-group consolidation (one Documenso field per AcroForm radio group instead of per widget) — needs `fieldMeta` schema extension for multi-position groups.
- Same-name multi-widget non-radio fields (one AcroForm text field rendered on N pages) — currently emit N independent Documenso fields; future work could sync values at signing time via a shared `groupId` in fieldMeta.
- Listbox support.
- Recipient inference from PDF authoring metadata (Adobe's role/recipient hints, tab order grouping).
- AcroForm `/Tabs` ordering as a signal — current spatial sort suffices.
## Risks
- **Rotated pages**: covered by inverse-rotation transform with 90/180/270 fixtures gating the unit suite. Skewed rotations (non-cardinal) are not supported; should be rejected as `off-page` if their normalized rect doesn't land within page bounds.
- **Radio groups**: emitting one Documenso field per widget will look right visually but signing semantics differ from a single PDF radio group (each option becomes independently checkable). Gating fixture in e2e covers visual placement; signing semantics divergence is documented and ships as a known limitation.
- **Template behavior**: leaving `TEMPLATE` uploads unflattened means imported fields and live widgets coexist. Acceptable for v1, but the template preview will show duplicated controls.
- **Signed signature + flattenForm downgrade**: a `DOCUMENT` upload containing a signed signature now stores an un-flattened PDF. Existing code paths that assume `DOCUMENT` PDFs are always flat (signing renderer, downstream conversion) MUST be re-verified — add an integration check in the e2e suite that signing still works on the signed-fixture envelope.
- **Recipient ambiguity**: AcroForm widgets don't encode Documenso recipients. Deterministic "all to first signer" + editor review is the safest first cut; smarter assignment is a follow-up.
- **XFA detection**: best-effort; if @libpdf/core's public surface doesn't expose the catalog AcroForm dict, we fall through and import any mirrored AcroForm fields. Acceptable — XFA-only PDFs with no mirror produce empty AcroForm extraction and the upload proceeds. Worst case is a noisy log line on a misclassified hybrid.
- **Heuristic false positives**: expanded heuristic (NAME/EMAIL/NUMBER/DATE/INITIALS) increases the chance of mis-typing a field. Mitigation: every imported field is editable in the editor before sending. False negatives fall through to TEXT (always safe).
@@ -1,146 +0,0 @@
---
date: 2026-05-28
title: Rejected Expired Recipient Filters
---
## Context
Customers need to find (a) envelopes/documents in the `REJECTED` state and (b) envelopes
with at least one recipient whose signing link has **expired**. Today the UI only exposes
`INBOX / PENDING / COMPLETED / DRAFT / ALL` tabs, and the public API has no way to filter by
expired recipient links — forcing a fetch-all-`PENDING`-then-inspect-each-recipient workaround.
Two key facts from exploration shaped this plan:
- **`REJECTED` is already fully wired in the backend** — the where-clause (`find-documents.ts`),
stats counts (`get-stats.ts`), tRPC response schema, `ExtendedDocumentStatus` enum, and the
`FRIENDLY_STATUS_MAP` display all handle it. It is simply absent from the UI tab array.
- **Renewing expired links already works.** `resendDocument` refreshes `expiresAt` and clears
`expirationNotifiedAt` for unsigned, non-CC recipients (`resend-document.ts:98-121`), exposed
publicly via `POST /api/v2/document/redistribute` and `/api/v2/envelope/redistribute` and via the
resend/redistribute UI dialogs. No new renew mechanism is needed — only documentation/wording.
Expiration is a per-recipient condition (not an envelope status). The approved design models it
in the UI as an `EXPIRED` **pseudo-status tab** (reusing the existing tab machinery, mirroring how
`REJECTED` works) and in the public API as an orthogonal boolean `hasExpiredRecipients`. Both share
one EXISTS predicate.
Definition of "expired recipient" (matches `isRecipientExpired`, `packages/lib/utils/recipients.ts:118`):
a `Recipient` with `expiresAt IS NOT NULL AND expiresAt <= now() AND signingStatus = NOT_SIGNED AND role != CC`.
## Approach
### A. Shared EXISTS predicate (reused 4x, justified)
Add a local `hasExpiredRecipient(eb)` helper — modeled on the existing per-file `recipientExists` /
`senderEmailIs` helpers — to `find-documents.ts`, `get-stats.ts`, and `find-envelopes.ts`. It is the
single source of truth for the expired condition above (using `new Date()` for `now`, matching the
`period` filter's `.toJSDate()` style).
### B. REJECTED tab (UI only — backend already done)
- `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx`: add
`ExtendedDocumentStatus.REJECTED` to the tab array (lines 149-155). Count badge, highlight, and
`?status=REJECTED` filtering already work via existing machinery.
### C. EXPIRED pseudo-status (UI + internal stats)
1. `packages/prisma/types/extended-document-status.ts`: add `EXPIRED: 'EXPIRED'`. Internal-only —
the public `DocumentStatus` enum is unaffected. This intentionally surfaces TS errors at the three
exhaustive/`Record<ExtendedDocumentStatus>` sites below, forcing them to be handled.
2. `packages/lib/server-only/document/find-documents.ts`:
- Add `.with(ExtendedDocumentStatus.EXPIRED, ...)` to **both** `applyPersonalFilters` and
`applyTeamFilters`, mirroring the `COMPLETED` branch's access control (deleted + visibility +
owner/recipient access) with `hasExpiredRecipient(eb)` AND-ed in. Do **not** constrain
`Envelope.status` — the EXISTS already restricts to unsigned recipients.
3. `packages/lib/server-only/document/get-stats.ts`:
- Add an `expiredQuery` mirroring `pendingQuery`'s access control + `hasExpiredRecipient(eb)`.
- Add it to the `Promise.all`, add `[ExtendedDocumentStatus.EXPIRED]: expired` to the `stats`
record. **Do not** add `expired` to the `all` sum (it overlaps `PENDING`).
4. `packages/trpc/server/document-router/find-documents-internal.types.ts`: add
`[ExtendedDocumentStatus.EXPIRED]: z.number()` to the `stats` response object. (`status` already
accepts the extended enum via `z.nativeEnum(ExtendedDocumentStatus)`.)
5. `apps/remix/app/components/general/document/document-status.tsx`: add an `EXPIRED` entry to
`FRIENDLY_STATUS_MAP``label: msg` Expired, an icon (e.g. lucide `TimerOff`, matching the
`/sign/$token/expired` page), and a distinct color (e.g. `text-orange-500`) to differentiate from
`REJECTED` (red).
6. `documents._index.tsx`: add `[ExtendedDocumentStatus.EXPIRED]: 0` to the `stats` `useState`
initializer and `ExtendedDocumentStatus.EXPIRED` to the tab array. Final order:
`INBOX, PENDING, COMPLETED, DRAFT, REJECTED, EXPIRED, ALL`.
7. (Optional, recommended) `apps/remix/app/components/tables/documents-table-empty-state.tsx`: add
tailored `EXPIRED` and `REJECTED` empty-state copy (currently both fall through to `.otherwise()`).
### D. Public API boolean `hasExpiredRecipients` (document + envelope, v2)
1. `packages/lib/server-only/document/find-documents.ts`: add `hasExpiredRecipients?: boolean` to
`FindDocumentsOptions`; when true, apply `.where((eb) => hasExpiredRecipient(eb))` inside
`buildBaseQuery` (orthogonal/additive to any `status`).
2. `packages/trpc/server/document-router/find-documents.types.ts`: add a query-safe boolean
`hasExpiredRecipients` to `ZFindDocumentsRequestSchema` with a `.describe(...)`. Mirror the
existing boolean-query-param handling in `find-document-audit-logs.types.ts`
(`filterForRecentActivity`) — avoid raw `z.coerce.boolean()` (the "false" -> true footgun); use a
string transform if needed. Pass it through in `find-documents.ts` (public handler).
3. `packages/lib/server-only/envelope/find-envelopes.ts`: add `hasExpiredRecipients?: boolean` to
`FindEnvelopesOptions` + the `hasExpiredRecipient(eb)` helper + the additive `.where`.
4. `packages/trpc/server/envelope-router/find-envelopes.types.ts`: add the same param to
`ZFindEnvelopesRequestSchema`; pass it through in the envelope-router find handler.
The param auto-appears in the generated `/api/v2/openapi.json`.
Note: REST v1 `GET /api/v1/documents` is deprecated and lacks status filtering — left unchanged.
`REJECTED` is already a valid public `status` value (`DocumentStatus.REJECTED`), so no API change is
needed for rejected filtering.
### E. Renew expired links — documentation only
No functional change. Document that resending renews expired links:
- Update the `.description` in `packages/trpc/server/document-router/redistribute-document.types.ts`
and `packages/trpc/server/envelope-router/redistribute-envelope.types.ts` to state that
redistributing refreshes the signing-link expiration for unsigned recipients.
- Optionally adjust resend/redistribute dialog copy
(`apps/remix/app/components/dialogs/document-resend-dialog.tsx`,
`envelope-redistribute-dialog.tsx`) to mention it renews expired links.
## Files To Modify (summary)
| Area | File |
|------|------|
| Enum | `packages/prisma/types/extended-document-status.ts` |
| Where-clause + API option | `packages/lib/server-only/document/find-documents.ts` |
| Stats counts | `packages/lib/server-only/document/get-stats.ts` |
| Envelope find (API) | `packages/lib/server-only/envelope/find-envelopes.ts` |
| Internal tRPC stats schema | `packages/trpc/server/document-router/find-documents-internal.types.ts` |
| Public doc API schema + handler | `packages/trpc/server/document-router/find-documents.types.ts`, `find-documents.ts` |
| Public envelope API schema + handler | `packages/trpc/server/envelope-router/find-envelopes.types.ts`, `find-envelopes.ts` |
| Status display | `apps/remix/app/components/general/document/document-status.tsx` |
| Tabs + stats init | `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx` |
| Empty state (optional) | `apps/remix/app/components/tables/documents-table-empty-state.tsx` |
| Renew docs | `redistribute-document.types.ts`, `redistribute-envelope.types.ts` (+ resend dialogs, optional) |
## Reused Utilities / Patterns
- `recipientExists` / `senderEmailIs` (per-file Kysely EXISTS helpers) — the template for the new
`hasExpiredRecipient` helper.
- `REJECTED` branches in `find-documents.ts` (lines 279, 416) and `rejectedQuery` in `get-stats.ts`
(line 227) — the template for the `EXPIRED` branches / `expiredQuery`.
- `isRecipientExpired` (`packages/lib/utils/recipients.ts:118`) — defines the `expiresAt <= now`
semantics to match.
- Existing tab machinery in `documents._index.tsx` (`getTabHref`, count badge, personal-org `.filter`)
— works unchanged for the new tabs.
- `resendDocument` / `trpc.document.redistribute` / `trpc.envelope.redistribute` — existing renew path.
## Verification
1. **Typecheck** (the enum change forces all exhaustive/Record sites): `npm run typecheck -w @documenso/remix`.
2. **Seed + UI** (dev server already running): seed a team via `seedTeam`, send a document, then:
- Reject one as a recipient -> it appears under the new **Rejected** tab with a count.
- Force expiry (set a recipient `expiresAt` in the past, e.g. via Prisma Studio or a short
`envelopeExpirationPeriod`) -> the doc appears under the new **Expired** tab with a count, and the
count excludes signed/CC recipients.
3. **Public API**: `GET /api/v2/document?hasExpiredRecipients=true` and
`GET /api/v2/envelope?hasExpiredRecipients=true` (Bearer API token) return only envelopes with >=1
expired unsigned recipient; confirm `GET /api/v2/document?status=REJECTED` works. Verify the param
appears in `/api/v2/openapi.json`.
4. **Renew**: on an expired doc, run resend/redistribute (UI dialog or
`POST /api/v2/document/redistribute`) -> recipient `expiresAt` is refreshed, the doc leaves the
Expired tab, and the signing link no longer redirects to `/sign/$token/expired`.
5. **E2E** (optional): extend `packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts`
with an Expired-tab assertion.
6. Do **not** modify/commit `packages/lib/translations/*.po`; run `npm run translate` only if needed
for new `msg`/`Trans` strings, and keep generated `.po` files out of the branch.
## Open Questions
- Exact icon/color for the `EXPIRED` tab (proposed: `TimerOff`, `text-orange-500`).
- Whether to add the optional tailored empty-state copy now or defer.
+1 -1
View File
@@ -1,3 +1,3 @@
legacy-peer-deps = true
prefer-dedupe = true
# min-release-age = 7
min-release-age = 7
+1 -1
View File
@@ -42,8 +42,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
| Package | Description | Port |
| -------------------------- | -------------------------------------------------------- | ---- |
| `@documenso/remix` | Main application - React Router (Remix) with Hono server | 3000 |
| `@documenso/documentation` | Documentation site (Next.js + Nextra) | 3002 |
| `@documenso/openpage-api` | Public analytics API | 3003 |
| `@documenso/docs` | Documentation site | 3004 |
### Core Packages (`packages/`)
@@ -6,8 +6,6 @@ description: Create, manage, and send documents for signing via the API.
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
<Callout type="warn">
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -5,8 +5,6 @@ description: Complete reference for the Documenso REST API.
import { Callout } from 'fumadocs-ui/components/callout';
<EnvelopeWarning />
<Callout type="warn">
The guides below cover common API patterns but may not reflect the latest endpoints or parameters.
For an always up-to-date reference, see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -8,7 +8,6 @@
"teams",
"rate-limits",
"versioning",
"migrate-to-envelopes",
"developer-mode",
"common-errors"
]
@@ -1,249 +0,0 @@
---
title: Migrating to Envelopes
description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Summary
The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
- <strong>API V1</strong>
- <strong>A subset of SDK/API V2 endpoints</strong>
- <strong>Legacy documents and templates</strong>
- <strong>EmbedCreateDocumentV1</strong>
- <strong>EmbedCreateTemplateV1</strong>
- <strong>EmbedUpdateDocumentV1</strong>
- <strong>EmbedUpdateTemplateV1</strong>
The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
## What are legacy documents and templates
These are documents and templates created by the following endpoints:
- `POST /api/v2/document/create`
- `POST /api/v2/document/create/beta`
- `POST /api/v2/template/create`
- `POST /api/v2/template/create/beta`
- `POST /api/v1/documents`
- `POST /api/v1/templates`
- `POST /api/v1/templates/create-document`
- `POST /api/v1/templates/generate-document`
## What replaces legacy documents and templates
At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
Moving to the envelope system gives you:
- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
- **A better editor and signing experience** for you and your recipients.
## How to migrate
{/* prettier-ignore */}
<Steps>
<Step>
### Switch to the envelope endpoints
Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
</Step>
<Step>
### Set the envelope `type` on create
A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
</Step>
<Step>
### Update how you store IDs
Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
</Step>
<Step>
### Test, then remove the old calls
Verify the new flow against your account, then delete the deprecated calls.
</Step>
</Steps>
The main data differences are as follows:
- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
- pageNumber becomes page
- pageX becomes positionX
- pageY becomes positionY
See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
### Deprecated V1 API Endpoints
Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
| Deprecated endpoint | Replacement |
| -------------------------------------------------------- | ----------------------------------------------------- |
| `GET /api/v1/documents` | `GET /api/v2/envelope` |
| `GET /api/v1/documents/{id}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v1/documents` | `POST /api/v2/envelope/create` |
| `POST /api/v1/documents/{id}/send` | `POST /api/v2/envelope/distribute` |
| `POST /api/v1/documents/{id}/resend` | `POST /api/v2/envelope/redistribute` |
| `DELETE /api/v1/documents/{id}` | `POST /api/v2/envelope/delete` |
| `GET /api/v1/documents/{id}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
| `POST /api/v1/documents/{id}/recipients` | `POST /api/v2/envelope/recipient/create-many` |
| `PATCH /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/update-many` |
| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete` |
| `POST /api/v1/documents/{id}/fields` | `POST /api/v2/envelope/field/create-many` |
| `PATCH /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/update-many` |
| `DELETE /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/delete` |
| `GET /api/v1/templates` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
| `GET /api/v1/templates/{id}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v1/templates` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `DELETE /api/v1/templates/{id}` | `POST /api/v2/envelope/delete` |
| `POST /api/v1/templates/{templateId}/create-document` | `POST /api/v2/envelope/use` |
| `POST /api/v1/templates/{templateId}/generate-document` | `POST /api/v2/envelope/use` |
### Deprecated V2 API Endpoints
Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
#### Documents
| Deprecated endpoint | Replacement |
| ------------------------------------------------- | ----------------------------------------------------- |
| `GET /api/v2/document` | `GET /api/v2/envelope` |
| `GET /api/v2/document/{documentId}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v2/document/get-many` | `POST /api/v2/envelope/get-many` |
| `POST /api/v2/document/create` | `POST /api/v2/envelope/create` |
| `POST /api/v2/document/create/beta` | `POST /api/v2/envelope/create` |
| `POST /api/v2/document/update` | `POST /api/v2/envelope/update` |
| `POST /api/v2/document/delete` | `POST /api/v2/envelope/delete` |
| `POST /api/v2/document/duplicate` | `POST /api/v2/envelope/duplicate` |
| `POST /api/v2/document/distribute` | `POST /api/v2/envelope/distribute` |
| `POST /api/v2/document/redistribute` | `POST /api/v2/envelope/redistribute` |
| `GET /api/v2/document/attachment` | `GET /api/v2/envelope/attachment` |
| `POST /api/v2/document/attachment/create` | `POST /api/v2/envelope/attachment/create` |
| `POST /api/v2/document/attachment/update` | `POST /api/v2/envelope/attachment/update` |
| `POST /api/v2/document/attachment/delete` | `POST /api/v2/envelope/attachment/delete` |
| `GET /api/v2/document/{documentId}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
#### Templates
| Deprecated endpoint | Replacement |
| ------------------------------------- | ------------------------------------------------ |
| `GET /api/v2/template` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
| `GET /api/v2/template/{templateId}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v2/template/get-many` | `POST /api/v2/envelope/get-many` |
| `POST /api/v2/template/create` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `POST /api/v2/template/create/beta` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `POST /api/v2/template/update` | `POST /api/v2/envelope/update` |
| `POST /api/v2/template/duplicate` | `POST /api/v2/envelope/duplicate` |
| `POST /api/v2/template/delete` | `POST /api/v2/envelope/delete` |
| `POST /api/v2/template/use` | `POST /api/v2/envelope/use` |
| `POST /api/v2/template/direct/create` | **Pending replacement** |
| `POST /api/v2/template/direct/delete` | **Pending replacement** |
| `POST /api/v2/template/direct/toggle` | **Pending replacement** |
#### Document fields
| Deprecated endpoint | Replacement |
| ----------------------------------------- | ----------------------------------------- |
| `GET /api/v2/document/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
| `POST /api/v2/document/field/create` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/document/field/update` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/document/field/delete` | `POST /api/v2/envelope/field/delete` |
#### Template fields
| Deprecated endpoint | Replacement |
| ----------------------------------------- | ----------------------------------------- |
| `GET /api/v2/template/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
| `POST /api/v2/template/field/create` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/template/field/update` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/template/field/delete` | `POST /api/v2/envelope/field/delete` |
#### Document recipients
| Deprecated endpoint | Replacement |
| ---------------------------------------------- | ---------------------------------------------- |
| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
| `POST /api/v2/document/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/document/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/document/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/document/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/document/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
#### Template recipients
| Deprecated endpoint | Replacement |
| ---------------------------------------------- | ---------------------------------------------- |
| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
| `POST /api/v2/template/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/template/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/template/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/template/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/template/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
### Embedding components
| Deprecated component | Replacement |
| ----------------------- | --------------------- |
| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
See the [embedding guide](/docs/developers/embedding) for the envelope components.
## FAQ
<Accordions>
<Accordion title="What happens on 1 March 2027?">
The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
Requests to them will fail, so migrate to the envelope API before that date.
</Accordion>
<Accordion title="Will my existing documents and templates keep working?">
Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
the deprecated endpoints you call are going away. Your data is not deleted.
</Accordion>
<Accordion title="Do I need a new API token?">
No. Authentication is unchanged. The same API token works for the envelope endpoints under
`https://app.documenso.com/api/v2`.
</Accordion>
<Accordion title="What is the difference between a document and a template now?">
Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
endpoints, recipients, fields, and attachments.
</Accordion>
<Accordion title="I use an official SDK, what should I do?">
The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
The deprecated document and template methods map to the envelope endpoints in the tables above.
</Accordion>
<Accordion title="I need more time or help migrating">
Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
help you plan the migration.
</Accordion>
</Accordions>
## Getting help
- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
## See also
- [Documents API](/docs/developers/api/documents): create and manage envelopes
- [Templates API](/docs/developers/api/templates): work with templates and direct links
- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API
@@ -11,21 +11,10 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
## HTTP Rate Limits
The rate limit applies to:
- `/api/v1/*`
- `/api/v2/*`
- `/api/v2-beta/*`
**Limit:** 1000 requests per minute per IP address
**Limit:** 100 requests per minute per IP address
**Response:** 429 Too Many Requests
<Callout type="info">
This is the global per-IP ceiling. Your organisation may have its own rate limits configured below
this value, in which case you can be rate-limited before reaching the global limit.
</Callout>
### Global per-IP 429 Response
### Rate Limit Response
```json
{
@@ -33,22 +22,10 @@ The rate limit applies to:
}
```
### Rate Limit Headers
Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
and carry no rate limit headers:
| Header | Description |
| ----------------------- | ---------------------------------------------------------------------- |
| `X-RateLimit-Limit` | Maximum requests allowed in the current global window |
| `X-RateLimit-Remaining` | Requests remaining in the current global window |
| `X-RateLimit-Reset` | End of the current global window, as a Unix epoch timestamp in seconds |
A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).
<Callout type="warn">
No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
seconds before retrying.
</Callout>
## Resource Limits
@@ -62,55 +39,24 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
| Total Recipients | 10 | Unlimited | Unlimited | Unlimited |
| Direct Templates | 3 | Unlimited | Unlimited | Unlimited |
### Organisation Limit 429 Responses
### Error Response
Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
shape depends on the API version, and neither matches the global per-IP limiter's
`{ "error": "..." }` body.
On `/api/v1/*`, the body contains only a message:
When you exceed a resource limit:
```json
{
"message": "Too many requests, please try again later. Contact support if you require higher limits."
"error": "You have reached your document limit for this month. Please upgrade your plan.",
"code": "LIMIT_EXCEEDED",
"statusCode": 400
}
```
On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
```json
{
"message": "Too many requests, please try again later. Contact support if you require higher limits.",
"code": "TOO_MANY_REQUESTS",
"data": {
"code": "TOO_MANY_REQUESTS",
"httpStatus": 429,
"appError": {
"code": "TOO_MANY_REQUESTS",
"message": "Too many requests, please try again later. Contact support if you require higher limits."
}
}
}
```
Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
their own window. Monthly quota responses carry no quota-specific rate limit headers or
`Retry-After` because the quota is not a time window; rely on the status code and message instead.
## Error Codes
| Code | Status | Description |
| ------------------- | ------ | ------------------------------------------------------------------ |
| `TOO_MANY_REQUESTS` | 429 | Global per-IP, organisation windowed, or monthly quota exceeded |
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
There are three sources of `TOO_MANY_REQUESTS` responses:
1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
3. Organisation monthly quotas for the same three counters. Every authenticated API request
consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
exhausted — not just envelope-related ones.
| Code | Status | Description |
| ------------------- | ------ | ----------------------------- |
| `TOO_MANY_REQUESTS` | 429 | HTTP rate limit exceeded |
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
---
@@ -119,4 +65,3 @@ There are three sources of `TOO_MANY_REQUESTS` responses:
- [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
- [API Versioning](/docs/developers/api/versioning) - API version management
- [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)
@@ -6,8 +6,6 @@ description: Create documents from reusable templates via API.
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
<Callout type="warn">
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -5,8 +5,6 @@ description: Versioning information for the Documenso public API.
import { Callout } from 'fumadocs-ui/components/callout';
<EnvelopeWarning />
## Overview
Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
@@ -21,16 +19,7 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca
---
## Documents, Templates, and Envelopes
Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
---
## See Also
- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
- [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
- [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details
@@ -8,8 +8,6 @@ import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
## Workflow 1: Send a Document for Signature
The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
@@ -474,7 +472,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
<code>distributeDocument: true</code>
</Step>
<Step>
Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
</Step>
</Steps>
@@ -640,8 +638,8 @@ done
</Tabs>
<Callout type="info">
The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
batches, implement rate limiting with delays between requests to avoid hitting limits.
The API allows 100 requests per minute. For large batches, implement rate limiting with delays
between requests to avoid hitting limits.
</Callout>
---
@@ -1000,12 +998,9 @@ async function fetchWithRetry(
// Retry on rate limit
if (response.status === 429) {
const retryAfter = response.headers.get('Retry-After');
// Honor Retry-After exactly; the cap only applies to the exponential fallback.
const delay = retryAfter
? parseInt(retryAfter) * 1000
: Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
console.log(`Rate limited, waiting ${delay}ms...`);
await new Promise((resolve) => setTimeout(resolve, delay));
await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
continue;
}
@@ -3,8 +3,6 @@ title: Examples
description: Common integration patterns and end-to-end workflows.
---
<EnvelopeWarning />
<Cards>
<Card
title="Common Workflows"
@@ -7,8 +7,6 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
<EnvelopeWarning />
## Prerequisites
- A Documenso account (cloud or self-hosted)
@@ -7,8 +7,6 @@ import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
## Prerequisites
Before starting, you need:
@@ -485,7 +483,7 @@ The API returns standard HTTP status codes and JSON error responses:
### Handling Rate Limits
The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
```javascript
async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -3,8 +3,6 @@ title: Getting Started
description: Get your API key and make your first API call.
---
<EnvelopeWarning />
<Cards>
<Card
title="Authentication"
@@ -3,8 +3,6 @@ title: Developer Guide
description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
---
<EnvelopeWarning />
## Getting Started
<Cards>
@@ -33,14 +33,13 @@ All webhook events share a common structure:
| Field | Type | Description |
| ---------------- | --------- | ------------------------------------------------------ |
| `id` | number | Legacy numeric v1 document or template ID |
| `envelopeId` | string | Canonical v2 identifier (`envelope_` + 16 characters) |
| `id` | number | Document or template ID |
| `externalId` | string? | External identifier for integration |
| `userId` | number | Owner's user ID |
| `authOptions` | object? | Document-level authentication options |
| `formValues` | object? | PDF form values associated with the document |
| `title` | string | Document or template title |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED` |
| `visibility` | string | Document visibility setting |
| `createdAt` | datetime | Document creation timestamp |
| `updatedAt` | datetime | Last modification timestamp |
@@ -48,8 +47,8 @@ All webhook events share a common structure:
| `deletedAt` | datetime? | Deletion timestamp |
| `teamId` | number? | Team ID if document belongs to a team |
| `templateId` | number? | Template ID if created from a template |
| `source` | string | Source: `DOCUMENT`, `TEMPLATE`, or `TEMPLATE_DIRECT_LINK` |
| `documentMeta` | object? | Nullable document metadata (subject, message, signing options) |
| `source` | string | Source: `DOCUMENT` or `TEMPLATE` |
| `documentMeta` | object | Document metadata (subject, message, signing options) |
| `recipients` | array | List of recipient objects |
| `Recipient` | array | List of recipient objects (legacy, same as recipients) |
@@ -61,6 +60,7 @@ All webhook events share a common structure:
| `subject` | string? | Email subject line |
| `message` | string? | Email message body |
| `timezone` | string | Timezone for date display |
| `password` | string? | Document access password (if set) |
| `dateFormat` | string | Date format string |
| `redirectUrl` | string? | URL to redirect after signing |
| `signingOrder` | string | `PARALLEL` or `SEQUENTIAL` |
@@ -77,9 +77,8 @@ All webhook events share a common structure:
| Field | Type | Description |
| ---------------------- | --------- | ------------------------------------------ |
| `id` | number | Recipient ID |
| `envelopeId` | string | Canonical parent envelope ID |
| `documentId` | number? | Legacy parent document ID; null for templates |
| `templateId` | number? | Legacy parent template ID; null for documents |
| `documentId` | number? | Parent document ID |
| `templateId` | number? | Template ID if created from a template |
| `email` | string | Recipient email address |
| `name` | string | Recipient name |
| `token` | string | Unique signing token |
@@ -95,8 +94,6 @@ All webhook events share a common structure:
| `sendStatus` | string | `NOT_SENT` or `SENT` |
| `rejectionReason` | string? | Reason if recipient rejected |
Use `recipient.envelopeId` as the reliable parent link. The legacy `documentId` and `templateId` fields depend on the parent envelope type, so one of them is always null.
---
## Document Lifecycle Events
@@ -114,7 +111,6 @@ Triggered when a new document is created.
"event": "DOCUMENT_CREATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -133,8 +129,9 @@ Triggered when a new document is created.
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
@@ -148,7 +145,6 @@ Triggered when a new document is created.
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -170,7 +166,6 @@ Triggered when a new document is created.
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -208,7 +203,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"event": "DOCUMENT_SENT",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -227,8 +221,9 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
@@ -242,7 +237,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -264,7 +258,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -302,14 +295,12 @@ The recipient's `readStatus` changes to `OPENED`.
"event": "DOCUMENT_OPENED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -337,7 +328,6 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
"event": "DOCUMENT_SIGNED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "COMPLETED",
"title": "contract.pdf",
"source": "DOCUMENT",
@@ -345,7 +335,6 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
"recipients": [
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -372,14 +361,12 @@ Triggered when an individual recipient completes their required action (signing,
"event": "DOCUMENT_RECIPIENT_COMPLETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -408,7 +395,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"event": "DOCUMENT_COMPLETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -427,8 +413,9 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
@@ -442,7 +429,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"recipients": [
{
"id": 50,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "reviewer@example.com",
@@ -465,7 +451,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
},
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -490,7 +475,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"Recipient": [
{
"id": 50,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "reviewer@example.com",
@@ -513,7 +497,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
},
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
@@ -554,14 +537,12 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
"event": "DOCUMENT_REJECTED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -580,7 +561,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
### `document.cancelled`
Triggered when a pending document is explicitly cancelled with `POST /envelope/cancel`, or when a document owner or team member deletes a document. Deleting a draft or pending document hard-deletes it, while deleting a completed document soft-deletes it.
Triggered when the document owner or a team member deletes a document. Draft and pending documents are hard-deleted, while completed documents are soft-deleted.
This event is **not** triggered when a recipient hides a document from their inbox.
@@ -591,7 +572,6 @@ This event is **not** triggered when a recipient hides a document from their inb
"event": "DOCUMENT_CANCELLED",
"payload": {
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 3,
"authOptions": null,
@@ -611,6 +591,7 @@ This event is **not** triggered when a recipient hides a document from their inb
"subject": "",
"message": "",
"timezone": "Etc/UTC",
"password": null,
"dateFormat": "yyyy-MM-dd hh:mm a",
"redirectUrl": "",
"signingOrder": "PARALLEL",
@@ -625,7 +606,6 @@ This event is **not** triggered when a recipient hides a document from their inb
"recipients": [
{
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 7,
"templateId": null,
"email": "signer@example.com",
@@ -647,7 +627,6 @@ This event is **not** triggered when a recipient hides a document from their inb
"Recipient": [
{
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 7,
"templateId": null,
"email": "signer@example.com",
@@ -672,45 +651,6 @@ This event is **not** triggered when a recipient hides a document from their inb
}
```
### `recipient.expired`
Triggered when a recipient's signing deadline passes on a pending document before they sign or reject it.
**Event name:** `RECIPIENT_EXPIRED`
The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
```json
{
"event": "RECIPIENT_EXPIRED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"expiresAt": "2024-04-22T11:51:00.000Z",
"expirationNotifiedAt": "2024-04-22T11:52:00.000Z",
"readStatus": "OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.reminder.sent`
Triggered when a reminder email is sent to a recipient who has not yet completed their action.
@@ -722,14 +662,12 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
"event": "DOCUMENT_REMINDER_SENT",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -748,7 +686,7 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
## Template Events
Template events track changes to reusable document templates. Template payloads use the same structure as document payloads. For `TEMPLATE_CREATED`, `TEMPLATE_UPDATED`, and `TEMPLATE_DELETED` the template's own legacy numeric ID is in `id` and `templateId` is `null`. Only `TEMPLATE_USED` — whose payload describes the new document envelope created from the template — carries the originating template's legacy ID in `templateId`, with `source` set to `TEMPLATE`.
Template events track changes to reusable document templates. Template payloads use the same structure as document payloads, with `source` set to `TEMPLATE` and `templateId` populated.
### `template.created`
@@ -761,10 +699,9 @@ Triggered when a new template is created.
"event": "TEMPLATE_CREATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "My Template",
"status": "DRAFT",
"templateId": null,
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
@@ -784,10 +721,9 @@ Triggered when a template's settings, recipients, or fields are modified.
"event": "TEMPLATE_UPDATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "My Updated Template",
"status": "DRAFT",
"templateId": null,
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
@@ -807,10 +743,9 @@ Triggered when a template is deleted.
"event": "TEMPLATE_DELETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Deleted Template",
"status": "DRAFT",
"templateId": null,
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
@@ -830,7 +765,6 @@ Triggered when a document is created from a template. This event fires alongside
"event": "TEMPLATE_USED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Document from Template",
"status": "DRAFT",
"templateId": 10,
@@ -857,8 +791,7 @@ Triggered when a document is created from a template. This event fires alongside
| `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_COMPLETED` | All recipients complete actions | `status: "COMPLETED"`, `completedAt` set |
| `DOCUMENT_REJECTED` | Recipient rejects document | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
| `DOCUMENT_CANCELLED` | Pending document explicitly cancelled, or document deleted | `status: "CANCELLED"` after explicit cancellation; deletion may remove or soft-delete the document |
| `RECIPIENT_EXPIRED` | Recipient signing deadline passes | Recipient `expiresAt` passed, `expirationNotifiedAt` set |
| `DOCUMENT_CANCELLED` | Owner or team member deletes document | Document cancelled or deleted |
| `DOCUMENT_REMINDER_SENT` | Reminder email sent to recipient | No status changes |
### Template Events
@@ -888,7 +821,7 @@ When processing webhook events:
**Process idempotently** — Webhooks may be retried, so handle duplicate events
</Step>
<Step>
**Respond quickly** — Return a `2xx` status code within 10 seconds
**Respond quickly** — Return a 200 status code within 30 seconds
</Step>
</Steps>
@@ -42,14 +42,12 @@ Documenso supports webhook events for the full document lifecycle (created, sent
"event": "DOCUMENT_COMPLETED",
"payload": {
"id": 123,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Contract",
"status": "COMPLETED",
"completedAt": "2024-01-15T10:30:00.000Z",
"recipients": [
{
"id": 1,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"signingStatus": "SIGNED"
}
@@ -60,8 +58,6 @@ Documenso supports webhook events for the full document lifecycle (created, sent
}
```
`payload.id` is the legacy numeric v1 ID. Use `payload.envelopeId` as the canonical v2 identifier. Each recipient repeats `envelopeId` as the reliable parent link because the legacy `documentId` and `templateId` fields depend on the parent envelope type, leaving one of them null.
---
## See Also
@@ -148,7 +148,7 @@ func main() {
</Tabs>
<Callout type="warn">
Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
</Callout>
## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:
| Field | Description |
| ----- | ----------- |
| **Webhook URL** | The HTTP or HTTPS endpoint that will receive webhook events |
| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
| **Events** | Select which events should trigger this webhook |
| **Secret** (optional) | A secret key used to sign the payload for verification |
</Step>
@@ -202,21 +202,12 @@ Your webhook endpoint must meet these requirements:
| Requirement | Details |
| ----------- | ------- |
| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
| **Response** | Must return a `2xx` status code within 10 seconds |
| **Protocol** | HTTPS required (HTTP not allowed in production) |
| **Response** | Must return `2xx` status code within 30 seconds |
| **Method** | Must accept HTTP POST requests |
| **Content-Type** | Must accept `application/json` payloads |
| **Availability** | Must be publicly accessible from the internet |
<Callout type="warn">
Documenso performs a best-effort check that rejects webhook URLs which use or resolve to private
or loopback addresses. This is not a complete SSRF mitigation — it does not cover DNS rebinding
and fails open on DNS lookup errors or timeouts — so self-hosted deployments should still enforce
network-level egress rules. Self-hosters that need to deliver to a hostname resolving to a
private address can add that hostname to the comma-separated
`NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` environment variable.
</Callout>
<Callout type="info">
For local development, use a tunneling service like [ngrok](https://ngrok.com) or [localtunnel](https://localtunnel.me) to expose your local server.
</Callout>
@@ -234,8 +225,7 @@ When creating a webhook, you can subscribe to one or more events:
| `DOCUMENT_RECIPIENT_COMPLETED` | A recipient completes their required action |
| `DOCUMENT_COMPLETED` | All recipients have completed their actions |
| `DOCUMENT_REJECTED` | A recipient rejects the document |
| `DOCUMENT_CANCELLED` | A pending document is explicitly cancelled or a document owner deletes it |
| `RECIPIENT_EXPIRED` | A recipient's signing deadline passes before they sign or reject |
| `DOCUMENT_CANCELLED` | The document owner deletes the document |
| `DOCUMENT_REMINDER_SENT` | A reminder email is sent to a recipient |
| `TEMPLATE_CREATED` | A new template is created |
| `TEMPLATE_UPDATED` | A template is modified |
@@ -328,17 +318,17 @@ Documenso will attempt to deliver the same payload again
## Retry Policy
A delivery fails when the endpoint returns a non-`2xx` response, the 10-second timeout expires, or the request fails. Redirects are not followed, so `3xx` responses also fail. Network and SSRF-blocked requests are recorded with response code `0`.
When a webhook delivery fails (non-2xx response or timeout), Documenso automatically retries with exponential backoff:
For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:
| Attempt | Delay |
| ------- | ----- |
| 1 | Immediate |
| 2 | 1 minute |
| 3 | 5 minutes |
| 4 | 30 minutes |
| 5 | 2 hours |
| Provider | Total attempts | Retry timing |
| -------- | -------------- | ------------ |
| Local (default) | 4 | Back-to-back, with no backoff |
| BullMQ | 3 | Exponential backoff starting at 1 second |
| Inngest | 5 | Inngest platform backoff |
Only the individual delivery (`WebhookCall`) record is marked as failed. Documenso does not automatically disable the webhook or apply a circuit breaker, so future matching events continue to be delivered. After automatic attempts are exhausted, you can manually resend a failed delivery from the dashboard.
After 5 failed attempts, the webhook is marked as failed and no further automatic retries occur. You can manually resend failed webhooks from the dashboard.
<Callout type="warn">
If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).
@@ -255,7 +255,6 @@ const validEvents = [
'DOCUMENT_REJECTED',
'DOCUMENT_CANCELLED',
'DOCUMENT_REMINDER_SENT',
'RECIPIENT_EXPIRED',
'TEMPLATE_CREATED',
'TEMPLATE_UPDATED',
'TEMPLATE_DELETED',
@@ -76,8 +76,6 @@ The Enterprise Edition is required when you:
4. Restart your Documenso instance
5. Verify the license is active in the **Admin Panel** under the **Stats** section
See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
</Accordion>
</Accordions>
@@ -199,7 +197,7 @@ See [Support](/docs/policies/support) for complete support options.
1. Sign the Enterprise license agreement
2. Receive license key and access credentials
3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
4. Configure Enterprise features with support assistance
</Step>
<Step>
@@ -240,7 +238,6 @@ See [Support](/docs/policies/support) for complete support options.
## Related
- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
- [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
- [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
- [Support](/docs/policies/support) - Support channels and response times
+1 -6
View File
@@ -41,17 +41,12 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
| Action | Limit | Window |
| --- | --- | --- |
| API requests (v1 and v2) | 1000 requests | 1 minute |
| API requests (v1 and v2) | 100 requests | 1 minute |
| File uploads | 20 requests | 1 minute |
| AI features | 3 requests | 1 minute |
Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.
<Callout type="info">
The API request limit above is the global per-IP ceiling. Individual organisations also have their
own rate limits, which may be configured below this value.
</Callout>
<Callout type="info">
Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
[sales](https://documen.so/sales) for details.
@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
## Enterprise Features
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
| Variable | Description |
| ------------------------------------ | ------------------------------------------------ |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features |
| `NEXT_PRIVATE_STRIPE_API_KEY` | Stripe API key for billing |
| `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret |
| `NEXT_PRIVATE_SES_ACCESS_KEY_ID` | AWS SES access key for email domain verification |
@@ -510,5 +510,4 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
- [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
- [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
- [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
- [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues
@@ -29,11 +29,6 @@ description: Configure your self-hosted Documenso instance with environment vari
description="Digital signature certificate setup."
href="/docs/self-hosting/configuration/signing-certificate"
/>
<Card
title="Organisation Limits"
description="Set per-organisation document, email, and API limits via the admin panel."
href="/docs/self-hosting/configuration/organisation-limits"
/>
</Cards>
## Required Configuration
@@ -1,107 +0,0 @@
---
title: Apply Your License Key
description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
<Callout type="info">
The license key applies to your **whole instance**, not an individual user account. There's one
key per deployment.
</Callout>
## Prerequisites
- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
- A running self-hosted Documenso instance that you're able to restart
## Step 1: Set the environment variable
Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
<Tabs items={['Docker Compose', 'docker run', '.env']}>
<Tab value="Docker Compose">
Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
Then apply it:
```bash
docker compose up -d
```
</Tab>
<Tab value="docker run">
```bash
docker run -d \
--name documenso \
-e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
documenso/documenso:latest
```
</Tab>
<Tab value=".env">
If you're running Documenso directly (not in a container), add the variable to your `.env` file:
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
</Tab>
</Tabs>
## Step 2: Restart the instance
The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
```bash
# Docker Compose
docker compose restart documenso
# Docker
docker restart documenso
```
On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
## What the license enables
A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="Enterprise features are still unavailable after applying the key">
- Confirm the key is present in the environment the running process actually reads — `docker
exec` into the container and check `env | grep LICENSE` if unsure.
- Confirm the instance was fully restarted after the variable was set, not just reloaded.
- Re-copy the key to rule out truncation or accidental whitespace.
</Accordion>
<Accordion title="A specific feature still isn't working">
Instance-wide features (like CSC signing) also need their own configuration — an active license
alone isn't enough. Check that feature's guide to confirm the required settings are in place.
Per-organisation features additionally need to be provisioned for the organisation that's using
them.
</Accordion>
</Accordions>
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,14 +2,12 @@
"title": "Configuration",
"pages": [
"environment",
"license",
"database",
"email",
"storage",
"background-jobs",
"signing-certificate",
"telemetry",
"organisation-limits",
"advanced"
]
}
@@ -1,111 +0,0 @@
---
title: Organisation Limits
description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
---
import { Callout } from 'fumadocs-ui/components/callout';
Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
There are three distinct kinds of limit:
| Limit | Caps | Admin-settable |
| ---------------------- | ------------------------------------------------- | ----------------------- |
| Resource quota | Documents, emails, and API requests **per month** | Yes — per claim and org |
| Resource rate limit | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
| Global HTTP rate limit | API requests per IP (1000/min, hardcoded) | No — see [Limitations](#limitations) |
## Prerequisites
- A running self-hosted Documenso instance.
- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
## Viewing usage
**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
<Callout type="warn">
Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
</Callout>
## Subscription claims
A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
### Claim fields
Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
| Field | Controls |
| ----------------------- | --------------------------------------------------------------------------------- |
| **Name** | The claim's display name. |
| **Team Count** | Teams allowed. `0` = unlimited. |
| **Member Count** | Members allowed. `0` = unlimited. |
| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`. |
| **Recipient Count** | Recipients allowed per document. `0` = unlimited. |
| **Feature Flags** | Feature toggles (see [Feature flags](#feature-flags)). |
| **Limits** | Monthly quota and rate-limit windows for Documents, Emails, and API. |
| **Email transport** | Transport the claim uses. *Default (system mailer)* uses the instance default. |
### Quotas and rate limits
The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
<Callout type="warn">
Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
</Callout>
### Feature flags
The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
### Create or edit a claim template
1. Go to **Admin Panel > Claims**.
2. Select **New claim**, or select an existing claim to edit it.
3. Set the counts, feature flags, and the **Limits** section.
4. Save. Changes apply to organisations created afterwards, not existing ones.
### Change limits for one organisation
To change limits for an existing organisation, edit it directly rather than its claim template.
1. Go to **Admin Panel > Organisations** and open the organisation.
2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
3. Save. Changes take effect immediately.
The organisation also shows the **Inherited subscription claim** it was created from.
## Usage reset
Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
## Limitations
The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
## Troubleshooting
| Symptom | Cause and fix |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
| An organisation hit its limit unexpectedly | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
| A resource is blocked entirely, not just capped | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited. |
| Emails are not sending for an organisation | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota. |
| A claim template edit had no effect | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**. |
---
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
### Enterprise Edition license
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
</Step>
<Step>
@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
---
+1 -1
View File
@@ -29,7 +29,7 @@
"@types/node": "^25.1.0",
"@types/react": "^19.2.10",
"@types/react-dom": "^19.2.3",
"postcss": "^8.5.19",
"postcss": "^8.5.14",
"tailwindcss": "^4.1.18",
"typescript": "^5.9.3"
}
+1 -1
View File
@@ -83,7 +83,7 @@
--accent: hsl(0 0% 27.8431%);
--accent-foreground: hsl(95.0847 71.0843% 67.451%);
--destructive: hsl(0 86.5979% 61.9608%);
--destructive-foreground: hsl(0 0% 98.0392%);
--destructive-foreground: hsl(0 87.6289% 19.0196%);
--border: hsl(0 0% 27.8431%);
--input: hsl(0 0% 27.8431%);
--ring: hsl(95.0847 71.0843% 67.451%);
@@ -1,19 +0,0 @@
import { Callout } from 'fumadocs-ui/components/callout';
const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
/**
* Deprecation banner steering API consumers away from the legacy document and
* template create endpoints and towards the unified Envelope API.
*
* Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
* as `<EnvelopeWarning />` without an explicit import.
*/
export function EnvelopeWarning() {
return (
<Callout type="error">
<strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
<a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
</Callout>
);
}
-2
View File
@@ -1,7 +1,6 @@
import * as TabsComponents from 'fumadocs-ui/components/tabs';
import defaultMdxComponents from 'fumadocs-ui/mdx';
import type { MDXComponents } from 'mdx/types';
import { EnvelopeWarning } from '@/components/mdx/envelope-warning';
import { Mermaid } from '@/components/mdx/mermaid';
// eslint-disable-next-line @typescript-eslint/no-explicit-any
@@ -10,7 +9,6 @@ export function getMDXComponents(components?: MDXComponents): any {
...defaultMdxComponents,
...TabsComponents,
Mermaid,
EnvelopeWarning,
...components,
};
}
@@ -1,119 +0,0 @@
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Trans } from '@lingui/react/macro';
import { useState } from 'react';
export type BrandingPreferencesResetDialogProps = {
hasAdvancedBranding: boolean;
isSubmitting: boolean;
onReset: () => Promise<void>;
trigger?: React.ReactNode;
};
export const BrandingPreferencesResetDialog = ({
hasAdvancedBranding,
isSubmitting,
onReset,
trigger,
}: BrandingPreferencesResetDialogProps) => {
const [open, setOpen] = useState(false);
const [isResetting, setIsResetting] = useState(false);
const isLoading = isSubmitting || isResetting;
const handleResetToDefaults = async () => {
setIsResetting(true);
try {
await onReset();
setOpen(false);
} catch {
// The submit handler surfaces its own error toast. Keep the dialog open
// so the user can retry.
} finally {
setIsResetting(false);
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
<DialogTrigger asChild>
{trigger ?? (
<Button variant="destructive" type="button" size="sm" disabled={isLoading}>
<Trans>Reset to defaults</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Reset branding preferences</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
This will reset all branding preferences to their default values and save the changes immediately.
</Trans>
</DialogDescription>
</DialogHeader>
<Alert variant="warning">
<AlertDescription>
<p>
<Trans>Once confirmed, the following will be reset:</Trans>
</p>
<ul className="mt-0.5 list-inside list-disc">
<li>
<Trans>Custom branding enabled setting</Trans>
</li>
<li>
<Trans>Branding logo</Trans>
</li>
<li>
<Trans>Brand website and brand details</Trans>
</li>
<li>
<Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
</li>
{hasAdvancedBranding && (
<>
<li>
<Trans>Border radius</Trans>
</li>
<li>
<Trans>Custom CSS</Trans>
</li>
</>
)}
</ul>
</AlertDescription>
</Alert>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isLoading}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
<Trans>Reset to defaults</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -1,141 +0,0 @@
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Trans } from '@lingui/react/macro';
import { useState } from 'react';
export type DocumentPreferencesResetDialogProps = {
isSubmitting: boolean;
onReset: () => Promise<void>;
showAiFeatures?: boolean;
showDocumentVisibility?: boolean;
showIncludeSenderDetails?: boolean;
};
export const DocumentPreferencesResetDialog = ({
isSubmitting,
onReset,
showAiFeatures = false,
showDocumentVisibility = false,
showIncludeSenderDetails = false,
}: DocumentPreferencesResetDialogProps) => {
const [open, setOpen] = useState(false);
const [isResetting, setIsResetting] = useState(false);
const isLoading = isSubmitting || isResetting;
const handleResetToDefaults = async () => {
setIsResetting(true);
try {
await onReset();
setOpen(false);
} catch {
// The submit handler surfaces its own error toast. Keep the dialog open
// so the user can retry.
} finally {
setIsResetting(false);
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
<DialogTrigger asChild>
<Button variant="destructive" type="button" size="sm" disabled={isLoading}>
<Trans>Reset to defaults</Trans>
</Button>
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Reset document preferences</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
This will reset all document preferences to their default values and save the changes immediately.
</Trans>
</DialogDescription>
</DialogHeader>
<Alert variant="warning">
<AlertDescription>
<p>
<Trans>Once confirmed, the following will be reset:</Trans>
</p>
<ul className="mt-0.5 list-inside list-disc">
{showDocumentVisibility && (
<li>
<Trans>Default document visibility</Trans>
</li>
)}
<li>
<Trans>Default document language</Trans>
</li>
<li>
<Trans>Default date format</Trans>
</li>
<li>
<Trans>Default time zone</Trans>
</li>
<li>
<Trans>Default signature settings</Trans>
</li>
{showIncludeSenderDetails && (
<li>
<Trans>Send on behalf of team</Trans>
</li>
)}
<li>
<Trans>Include the signing certificate in the document</Trans>
</li>
<li>
<Trans>Include the audit logs in the document</Trans>
</li>
<li>
<Trans>Default recipients</Trans>
</li>
<li>
<Trans>Delegate document ownership</Trans>
</li>
<li>
<Trans>Default envelope expiration</Trans>
</li>
<li>
<Trans>Default signing reminders</Trans>
</li>
{showAiFeatures && (
<li>
<Trans>AI features</Trans>
</li>
)}
</ul>
</AlertDescription>
</Alert>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isLoading}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
<Trans>Reset to defaults</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -1,4 +1,3 @@
import { ZNameSchema } from '@documenso/lib/types/name';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import {
@@ -24,7 +23,7 @@ import { useParams } from 'react-router';
import { z } from 'zod';
const ZCreateFolderFormSchema = z.object({
name: ZNameSchema,
name: z.string().min(1, { message: 'Folder name is required' }),
});
type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -66,7 +65,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
toast({
description: t`Folder created successfully`,
});
} catch (_err) {
} catch (err) {
toast({
title: t`Failed to create folder`,
description: t`An unknown error occurred while creating the folder.`,
@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
<FormLabel>
<Trans>
Confirm by typing:{' '}
<span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
<span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
</Trans>
</FormLabel>
<FormControl>
@@ -1,6 +1,5 @@
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
import { ZNameSchema } from '@documenso/lib/types/name';
import { trpc } from '@documenso/trpc/react';
import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
import { Button } from '@documenso/ui/primitives/button';
@@ -24,6 +23,8 @@ import { useEffect } from 'react';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { useOptionalCurrentTeam } from '~/providers/team';
export type FolderUpdateDialogProps = {
folder: TFolderWithSubfolders | null;
isOpen: boolean;
@@ -31,7 +32,7 @@ export type FolderUpdateDialogProps = {
} & Omit<DialogPrimitive.DialogProps, 'children'>;
export const ZUpdateFolderFormSchema = z.object({
name: ZNameSchema,
name: z.string().min(1),
visibility: z.nativeEnum(DocumentVisibility).optional(),
});
@@ -39,6 +40,7 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
const { t } = useLingui();
const team = useOptionalCurrentTeam();
const { toast } = useToast();
const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
@@ -336,7 +336,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
>
<div className="w-full text-left">
<div className="flex items-center justify-between">
<p className="font-medium">
<p className="text-medium">
<Trans context="Plan price">Free</Trans>
</p>
@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
<FormLabel>
<Trans>
Confirm by typing{' '}
<span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
<span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
</Trans>
</FormLabel>
<FormControl>
@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
<button
type="button"
className={cn(
'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
index === 0 ? 'mt-8' : 'mt-0',
)}
disabled={organisationMemberInvites.length === 1}
@@ -1,6 +1,5 @@
import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZNameSchema } from '@documenso/lib/types/name';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
@@ -26,13 +25,14 @@ import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { UAParser } from 'ua-parser-js';
import { z } from 'zod';
export type PasskeyCreateDialogProps = {
trigger?: React.ReactNode;
onSuccess?: () => void;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
const ZCreatePasskeyFormSchema = z.object({
passkeyName: ZNameSchema,
passkeyName: z.string().min(3),
});
type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
@@ -1,5 +1,4 @@
import { trpc } from '@documenso/trpc/react';
import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
@@ -20,16 +19,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { useEffect, useState } from 'react';
import { useForm } from 'react-hook-form';
import { useRevalidator } from 'react-router';
import type { z } from 'zod';
import { z } from 'zod';
export type TeamEmailUpdateDialogProps = {
teamEmail: TeamEmail;
trigger?: React.ReactNode;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
data: true,
}).shape.data;
const ZUpdateTeamEmailFormSchema = z.object({
name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
});
type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
@@ -45,7 +44,6 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
defaultValues: {
name: teamEmail.name,
},
mode: 'onSubmit',
});
const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();
@@ -1,250 +0,0 @@
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { useEffect, useState } from 'react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import type { z } from 'zod';
import { useCurrentTeam } from '~/providers/team';
const NEVER_EXPIRE = 'NEVER' as const;
export const EXPIRATION_DATES = {
ONE_WEEK: msg`7 days`,
ONE_MONTH: msg`1 month`,
THREE_MONTHS: msg`3 months`,
SIX_MONTHS: msg`6 months`,
ONE_YEAR: msg`12 months`,
[NEVER_EXPIRE]: msg`Never`,
} as const;
const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
tokenName: true,
expirationDate: true,
});
type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
export type TokenCreateDialogProps = {
trigger?: React.ReactNode;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const team = useCurrentTeam();
const [open, setOpen] = useState(false);
const [createdToken, setCreatedToken] = useState<string | null>(null);
const form = useForm<TCreateTokenFormSchema>({
resolver: zodResolver(ZCreateTokenFormSchema),
defaultValues: {
tokenName: '',
expirationDate: 'THREE_MONTHS',
},
});
const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
try {
const { token } = await createToken({
teamId: team.id,
tokenName,
expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
});
setCreatedToken(token);
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
.otherwise(() => msg`Something went wrong. Please try again later.`);
toast({
title: _(msg`An error occurred`),
description: _(errorMessage),
variant: 'destructive',
duration: 5000,
});
}
};
useEffect(() => {
if (open) {
form.reset();
setCreatedToken(null);
}
}, [open, form]);
return (
<Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
{trigger ?? (
<Button className="flex-shrink-0">
<Trans>Create token</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent
className="max-w-lg"
position="center"
onInteractOutside={(event) => {
// Prevent losing the created token by accidentally clicking outside the dialog.
if (createdToken) {
event.preventDefault();
}
}}
>
{createdToken ? (
<>
<DialogHeader>
<DialogTitle>
<Trans>Token created</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
</DialogDescription>
</DialogHeader>
<div className="relative">
<Input
className="pr-12 font-mono text-sm"
aria-label={_(msg`Your new API token`)}
name="createdToken"
readOnly
value={createdToken}
/>
<div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
<CopyTextButton
value={createdToken}
onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
/>
</div>
</div>
<DialogFooter>
<Button type="button" onClick={() => setOpen(false)}>
<Trans>Done</Trans>
</Button>
</DialogFooter>
</>
) : (
<>
<DialogHeader>
<DialogTitle>
<Trans>Create API token</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Use API tokens to authenticate with the Documenso API.</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)}>
<fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="tokenName"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Name</Trans>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} />
</FormControl>
<FormDescription>
<Trans>A name to help you identify this token later.</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="expirationDate"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Expires in</Trans>
</FormLabel>
<FormControl>
<Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{Object.entries(EXPIRATION_DATES).map(([key, date]) => (
<SelectItem key={key} value={key}>
{_(date)}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</>
)}
</DialogContent>
</Dialog>
);
};
@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Delete token</Trans>
<Trans>Are you sure you want to delete this token?</Trans>
</DialogTitle>
<DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
<FormLabel>
<Trans>
Confirm by typing:{' '}
<span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
<span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
</Trans>
</FormLabel>
@@ -139,18 +139,21 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<div className="flex w-full flex-nowrap gap-4">
<Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
variant="destructive"
disabled={!form.formState.isValid}
loading={form.formState.isSubmitting}
>
<Trans>Delete</Trans>
</Button>
<Button
type="submit"
variant="destructive"
className="flex-1"
disabled={!form.formState.isValid}
loading={form.formState.isSubmitting}
>
<Trans>I'm sure! Delete it</Trans>
</Button>
</div>
</DialogFooter>
</fieldset>
</form>
@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
<FormLabel>
<Trans>
Confirm by typing:{' '}
<span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
<span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
</Trans>
</FormLabel>
<FormControl>
@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
{selectedField && (
<div
className={cn(
'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
selectedRecipientStyles.base,
{
'-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
@@ -1,13 +1,7 @@
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import {
BRANDING_LOGO_ALLOWED_TYPES,
BRANDING_LOGO_MAX_SIZE_BYTES,
BRANDING_LOGO_MAX_SIZE_MB,
} from '@documenso/lib/constants/branding';
import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
import { cn } from '@documenso/ui/lib/utils';
import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
import { Button } from '@documenso/ui/primitives/button';
@@ -24,21 +18,20 @@ import { useEffect, useState } from 'react';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
import { useOptionalCurrentTeam } from '~/providers/team';
import { useCspNonce } from '~/utils/nonce';
import { FormStickySaveBar } from './form-sticky-save-bar';
const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
const ZBrandingPreferencesFormSchema = z.object({
brandingEnabled: z.boolean().nullable(),
brandingLogo: z
.instanceof(File)
.refine(
(file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
`File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
)
.refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
.refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
.refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
.nullish(),
brandingUrl: z.string().url().optional().or(z.literal('')),
brandingCompanyDetails: z.string().max(500).optional(),
@@ -76,7 +69,6 @@ export function BrandingPreferencesForm({
const [previewUrl, setPreviewUrl] = useState<string>('');
const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
const [colorPickerKey, setColorPickerKey] = useState(0);
const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
const initialColors = parsedColors.success ? parsedColors.data : {};
@@ -99,42 +91,6 @@ export function BrandingPreferencesForm({
const isBrandingEnabled = form.watch('brandingEnabled');
const hasResetBrandingColors =
settings.brandingColors === null ||
settings.brandingColors === undefined ||
(parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
// Only show the reset action when the saved settings actually differ from the
// defaults, so it never renders as a pointless disabled button.
const isResetToDefaultsVisible =
settings.brandingEnabled !== (canInherit ? null : false) ||
!!settings.brandingLogo ||
!!settings.brandingUrl ||
!!settings.brandingCompanyDetails ||
!!settings.brandingCss ||
!hasResetBrandingColors;
const handleResetToDefaults = async () => {
const data: TBrandingPreferencesFormSchema = {
brandingEnabled: canInherit ? null : false,
brandingLogo: null,
brandingUrl: '',
brandingCompanyDetails: '',
brandingColors: {},
brandingCss: '',
};
await onFormSubmit(data);
if (previewUrl.startsWith('blob:')) {
URL.revokeObjectURL(previewUrl);
}
setPreviewUrl('');
setColorPickerKey((key) => key + 1);
form.reset(data);
};
const getSavedLogoPreviewUrl = () => {
if (!settings.brandingLogo) {
return '';
@@ -289,7 +245,7 @@ export function BrandingPreferencesForm({
<FormControl className="relative">
<Input
type="file"
accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
accept={ACCEPTED_FILE_TYPES.join(',')}
disabled={!isBrandingEnabled}
onChange={(e) => {
const file = e.target.files?.[0];
@@ -436,7 +392,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`background-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -460,7 +415,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`foreground-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -484,7 +438,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`primary-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -508,7 +461,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`primary-foreground-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -532,7 +484,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`border-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -556,7 +507,6 @@ export function BrandingPreferencesForm({
</FormDescription>
<FormControl>
<ColorPicker
key={`ring-${colorPickerKey}`}
nonce={nonce}
value={field.value ?? ''}
defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -638,15 +588,6 @@ export function BrandingPreferencesForm({
isDirty={hasUnsavedChanges}
isSubmitting={form.formState.isSubmitting}
onReset={handleReset}
resetToDefaults={
isResetToDefaultsVisible ? (
<BrandingPreferencesResetDialog
hasAdvancedBranding={hasAdvancedBranding}
isSubmitting={form.formState.isSubmitting}
onReset={handleResetToDefaults}
/>
) : undefined
}
/>
</fieldset>
</form>
@@ -11,10 +11,10 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
@@ -37,11 +37,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg, t } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
import type { TeamGlobalSettings } from '@prisma/client';
import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
import { useOptionalCurrentTeam } from '~/providers/team';
import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
@@ -93,26 +93,6 @@ export type DocumentPreferencesFormProps = {
onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
};
const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
return {
documentVisibility: settings.documentVisibility,
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
documentTimezone: settings.documentTimezone,
documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
includeSenderDetails: settings.includeSenderDetails,
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
};
};
export const DocumentPreferencesForm = ({
settings,
onFormSubmit,
@@ -133,7 +113,7 @@ export const DocumentPreferencesForm = ({
documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
documentTimezone: z.string().nullable(),
documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
includeSenderDetails: z.boolean().nullable(),
includeSigningCertificate: z.boolean().nullable(),
includeAuditLog: z.boolean().nullable(),
@@ -147,33 +127,26 @@ export const DocumentPreferencesForm = ({
reminderSettings: ZEnvelopeReminderSettings.nullable(),
});
const defaultValues = getDocumentPreferencesFormValues(settings);
const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
const resetValues = {
...baseResetValues,
aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
};
const form = useForm<TDocumentPreferencesFormSchema>({
defaultValues,
defaultValues: {
documentVisibility: settings.documentVisibility,
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
documentTimezone: settings.documentTimezone,
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
includeSenderDetails: settings.includeSenderDetails,
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
},
resolver: zodResolver(ZDocumentPreferencesFormSchema),
});
// Parse both sides through the schema so we compare canonical representations
const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
const isResetToDefaultsVisible =
!parsedCurrentValues.success ||
!parsedResetValues.success ||
JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
const handleResetToDefaults = async () => {
await onFormSubmit(resetValues);
form.reset(resetValues);
};
const handleFormSubmit = form.handleSubmit(async (data) => {
try {
await onFormSubmit(data);
@@ -799,17 +772,6 @@ export const DocumentPreferencesForm = ({
isDirty={form.formState.isDirty}
isSubmitting={form.formState.isSubmitting}
onReset={() => form.reset()}
resetToDefaults={
isResetToDefaultsVisible ? (
<DocumentPreferencesResetDialog
isSubmitting={form.formState.isSubmitting}
onReset={handleResetToDefaults}
showAiFeatures={isAiFeaturesConfigured}
showDocumentVisibility={!isPersonalLayoutMode}
showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
/>
) : undefined
}
/>
</fieldset>
</form>
@@ -1,4 +1,3 @@
import { ZNameSchema } from '@documenso/lib/types/name';
import {
Form,
FormControl,
@@ -16,8 +15,8 @@ import { useForm } from 'react-hook-form';
import { z } from 'zod';
const ZEmailTransportFormSchema = z.object({
name: ZNameSchema,
fromName: ZNameSchema,
name: z.string().min(1),
fromName: z.string().min(1),
fromAddress: z.string().email(),
type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
host: z.string().optional(),
@@ -3,17 +3,12 @@ import { Button } from '@documenso/ui/primitives/button';
import { Trans, useLingui } from '@lingui/react/macro';
import { AnimatePresence, motion } from 'framer-motion';
import { AlertTriangleIcon } from 'lucide-react';
import { type ReactNode, useEffect, useRef, useState } from 'react';
import { useEffect, useRef, useState } from 'react';
export type FormStickySaveBarProps = {
isDirty: boolean;
isSubmitting: boolean;
onReset: () => void;
/**
* Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
* the bar is floating so it never appears in the unsaved-changes island.
*/
resetToDefaults?: ReactNode;
};
/**
@@ -29,7 +24,7 @@ export type FormStickySaveBarProps = {
* shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
* the pill chrome.
*/
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
const { t } = useLingui();
const sentinelRef = useRef<HTMLDivElement>(null);
@@ -105,8 +100,6 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefau
</AnimatePresence>
<div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
{!isFloating && resetToDefaults}
{isDirty && (
<Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
<Trans>Undo</Trans>
+1 -1
View File
@@ -1,5 +1,5 @@
import { useSession } from '@documenso/lib/client-only/providers/session';
import { ZNameSchema } from '@documenso/lib/types/name';
import { ZNameSchema } from '@documenso/lib/constants/auth';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
+2 -2
View File
@@ -1,8 +1,8 @@
import communityCardsImage from '@documenso/assets/images/community-cards.png';
import { authClient } from '@documenso/auth/client';
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
import { ZNameSchema } from '@documenso/lib/constants/auth';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { ZNameSchema } from '@documenso/lib/types/name';
import { env } from '@documenso/lib/utils/env';
import { zEmail } from '@documenso/lib/utils/zod';
import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
password: '',
signature: '',
},
mode: 'onChange',
mode: 'onBlur',
resolver: zodResolver(ZSignUpFormSchema),
});
+254
View File
@@ -0,0 +1,254 @@
import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import {
Form,
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { Switch } from '@documenso/ui/primitives/switch';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { ApiToken } from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
import { useState } from 'react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import type { z } from 'zod';
import { useCurrentTeam } from '~/providers/team';
export const EXPIRATION_DATES = {
ONE_WEEK: msg`7 days`,
ONE_MONTH: msg`1 month`,
THREE_MONTHS: msg`3 months`,
SIX_MONTHS: msg`6 months`,
ONE_YEAR: msg`12 months`,
} as const;
const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
tokenName: true,
expirationDate: true,
});
type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
type NewlyCreatedToken = {
id: number;
token: string;
};
export type ApiTokenFormProps = {
className?: string;
tokens?: Pick<ApiToken, 'id'>[];
};
export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
const [, copy] = useCopyToClipboard();
const team = useCurrentTeam();
const { _ } = useLingui();
const { toast } = useToast();
const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
const [noExpirationDate, setNoExpirationDate] = useState(false);
const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
onSuccess(data) {
setNewlyCreatedToken(data);
},
});
const form = useForm<TCreateTokenFormSchema>({
resolver: zodResolver(ZCreateTokenFormSchema),
defaultValues: {
tokenName: '',
expirationDate: '',
},
});
const copyToken = async (token: string) => {
try {
const copied = await copy(token);
if (!copied) {
throw new Error('Unable to copy the token');
}
toast({
title: _(msg`Token copied to clipboard`),
description: _(msg`The token was copied to your clipboard.`),
});
} catch (error) {
toast({
title: _(msg`Unable to copy token`),
description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
variant: 'destructive',
});
}
};
const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
try {
await createTokenMutation({
teamId: team.id,
tokenName,
expirationDate: noExpirationDate ? null : expirationDate,
});
toast({
title: _(msg`Token created`),
description: _(msg`A new token was created successfully.`),
duration: 5000,
});
form.reset();
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
.otherwise(() => msg`Something went wrong. Please try again later.`);
toast({
title: _(msg`An error occurred`),
description: _(errorMessage),
variant: 'destructive',
duration: 5000,
});
}
};
return (
<div className={cn(className)}>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)}>
<fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="tokenName"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="text-muted-foreground">
<Trans>Token name</Trans>
</FormLabel>
<div className="flex items-center gap-x-4">
<FormControl className="flex-1">
<Input type="text" {...field} />
</FormControl>
</div>
<FormDescription className="text-xs italic">
<Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<div className="flex flex-col gap-4 md:flex-row">
<FormField
control={form.control}
name="expirationDate"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="text-muted-foreground">
<Trans>Token expiration date</Trans>
</FormLabel>
<div className="flex items-center gap-x-4">
<FormControl className="flex-1">
<Select onValueChange={field.onChange} disabled={noExpirationDate}>
<SelectTrigger className="w-full">
<SelectValue placeholder={_(msg`Choose...`)} />
</SelectTrigger>
<SelectContent>
{Object.entries(EXPIRATION_DATES).map(([key, date]) => (
<SelectItem key={key} value={key}>
{_(date)}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
</div>
<FormMessage />
</FormItem>
)}
/>
<div>
<FormLabel className="mt-2 text-muted-foreground">
<Trans>Never expire</Trans>
</FormLabel>
<div className="block md:py-1.5">
<Switch
className="mt-2 bg-background"
checked={noExpirationDate}
onCheckedChange={setNoExpirationDate}
/>
</div>
</div>
</div>
<Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
<div className="md:hidden">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
</div>
</fieldset>
</form>
</Form>
<AnimatePresence>
{newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
<motion.div
className="mt-8"
initial={{ opacity: 0, y: -40 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: 40 }}
>
<Card gradient>
<CardContent className="p-4">
<p className="mt-2 text-muted-foreground text-sm">
<Trans>
Your token was created successfully! Make sure to copy it because you won't be able to see it again!
</Trans>
</p>
<p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
{newlyCreatedToken.token}
</p>
<Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
<Trans>Copy token</Trans>
</Button>
</CardContent>
</Card>
</motion.div>
)}
</AnimatePresence>
</div>
);
};
@@ -5,7 +5,6 @@ import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
import type { ReactNode } from 'react';
import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
@@ -26,72 +25,38 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
type AdminGlobalSettingsSectionProps = {
settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
isTeam?: boolean;
/** When viewing a team, the parent organisation settings the team inherits from. */
inheritedSettings?: OrganisationGlobalSettings | null;
};
export const AdminGlobalSettingsSection = ({
settings,
isTeam = false,
inheritedSettings,
}: AdminGlobalSettingsSectionProps) => {
export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
const { _ } = useLingui();
const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
if (!settings) {
return null;
}
const notSet = <Trans>Not set</Trans>;
const inheritedValue = (value: ReactNode) => {
if (!isTeam || value === null) {
return notSet;
const textValue = (value: string | null | undefined) => {
if (value === null || value === undefined) {
return notSetLabel;
}
return (
<span className="flex items-center gap-1.5">
<span className="text-muted-foreground">
<Trans>Inherited</Trans>:
</span>
<span>{value}</span>
</span>
);
return value;
};
const textValue = (value: string | null | undefined, inherited?: string | null) => {
if (value && value.trim() !== '') {
return value;
const brandingTextValue = (value: string | null | undefined) => {
if (value === null || value === undefined || value.trim() === '') {
return notSetLabel;
}
if (inherited && inherited.trim() !== '') {
return inheritedValue(inherited);
}
return notSet;
return value;
};
const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
if (value !== null && value !== undefined) {
return booleanLabel(value);
const booleanValue = (value: boolean | null | undefined) => {
if (value === null || value === undefined) {
return notSetLabel;
}
return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
};
const visibilityLabel = (value: string | null | undefined) => {
return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
};
const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
const label = visibilityLabel(value);
if (label !== null) {
return label;
}
return inheritedValue(visibilityLabel(inherited));
return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
};
const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -100,82 +65,70 @@ export const AdminGlobalSettingsSection = ({
<div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
<DetailsCard label={<Trans>Document visibility</Trans>}>
<DetailsValue>
{visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
{settings.documentVisibility != null
? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
: notSetLabel}
</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Document language</Trans>}>
<DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
<DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Document timezone</Trans>}>
<DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
<DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Date format</Trans>}>
<DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
<DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Include sender details</Trans>}>
<DetailsValue>
{booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Include signing certificate</Trans>}>
<DetailsValue>
{booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Include audit log</Trans>}>
<DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
<DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Delegate document ownership</Trans>}>
<DetailsValue>
{booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Typed signature</Trans>}>
<DetailsValue>
{booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Upload signature</Trans>}>
<DetailsValue>
{booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Draw signature</Trans>}>
<DetailsValue>
{booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
</DetailsValue>
<DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Branding</Trans>}>
<DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
<DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Branding logo</Trans>}>
<DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
<DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Branding URL</Trans>}>
<DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
<DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Branding company details</Trans>}>
<DetailsValue>
{textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
</DetailsValue>
<DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Email reply-to</Trans>}>
<DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
<DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
</DetailsCard>
{isTeam && parsedEmailSettings.success && (
@@ -192,7 +145,7 @@ export const AdminGlobalSettingsSection = ({
)}
<DetailsCard label={<Trans>AI features</Trans>}>
<DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
<DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
</DetailsCard>
</div>
);
@@ -1,4 +1,3 @@
import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
import type { TCachedLicense } from '@documenso/lib/types/license';
import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
import { trpc } from '@documenso/trpc/react';
@@ -10,7 +9,6 @@ import { Trans, useLingui } from '@lingui/react/macro';
import {
ArrowRightIcon,
CheckCircle2Icon,
CopyIcon,
EyeIcon,
EyeOffIcon,
KeyRoundIcon,
@@ -31,8 +29,6 @@ type AdminLicenseCardProps = {
export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
const { t, i18n } = useLingui();
const { toast } = useToast();
const [, copy] = useCopyToClipboard();
const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);
const { license } = licenseData || {};
@@ -91,7 +87,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
<KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
</div>
<h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
<h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
<Trans>Documenso License</Trans>
</h3>
@@ -151,24 +147,6 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
>
{isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
</Button>
<Button
type="button"
variant="ghost"
size="sm"
className="h-6 w-6 p-0 text-muted-foreground"
aria-label={t`Copy license key`}
onClick={async () =>
copy(license.licenseKey).then(() => {
toast({
title: t`Copied to clipboard`,
description: t`The license key has been copied to your clipboard`,
});
})
}
>
<CopyIcon className="h-3.5 w-3.5" />
</Button>
</div>
</div>
File diff suppressed because it is too large Load Diff
@@ -1,36 +0,0 @@
import type { MessageDescriptor } from '@lingui/core';
import type { LucideIcon } from 'lucide-react';
export type PromptItem = {
id: string;
label: string | MessageDescriptor;
sublabel?: string;
path?: string;
onAction?: () => void;
icon?: LucideIcon;
initials?: string;
shortcut?: string;
isChecked?: boolean;
};
export type PromptCategory = {
id: string;
label: MessageDescriptor;
items: PromptItem[];
/**
* The number of actual results, excluding utility rows such as the
* "View all results" link.
*/
count: number;
/**
* The count shown on the category chip, or null to not show a chip at all.
* Categories which only contain hardcoded page links have no chip.
*/
chipCount: number | null;
isCapped: boolean;
/**
* Global admin categories are marked with a globe icon to distinguish them
* from the equally named personal categories.
*/
isGlobal: boolean;
};
@@ -1,7 +1,6 @@
import { authClient } from '@documenso/auth/client';
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZNameSchema } from '@documenso/lib/types/name';
import { env } from '@documenso/lib/utils/env';
import { zEmail } from '@documenso/lib/utils/zod';
import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -20,6 +19,7 @@ import { useRef } from 'react';
import { useForm } from 'react-hook-form';
import { useNavigate } from 'react-router';
import { z } from 'zod';
import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
export const ZClaimAccountFormSchema = z
.object({
name: ZNameSchema,
name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
email: zEmail().min(1),
password: ZPasswordSchema,
})
@@ -1,4 +1,11 @@
import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
import {
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Trans, useLingui } from '@lingui/react/macro';
import type { ReactNode } from 'react';
@@ -6,13 +13,6 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
import { RateLimitArrayInput } from './rate-limit-array-input';
/**
* The rate-limit editor renders its own per-row inline errors, but a submit
* attempt can still surface array-level Zod issues (e.g. a committed duplicate
* window). Rendering the field's message here guarantees the form never fails
* silently when those errors are not tied to a row the editor is showing.
*/
type ClaimLimitFieldsProps<T extends FieldValues> = {
control: Control<T>;
/** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,12 +20,6 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
disabled?: boolean;
};
type LimitGroup = {
title: ReactNode;
quotaKey: string;
rateLimitKey: string;
};
export const ClaimLimitFields = <T extends FieldValues>({
control,
prefix = '',
@@ -36,33 +30,13 @@ export const ClaimLimitFields = <T extends FieldValues>({
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
const name = (key: string) => `${prefix}${key}` as Path<T>;
const limitGroups: LimitGroup[] = [
{
title: <Trans>Documents</Trans>,
quotaKey: 'documentQuota',
rateLimitKey: 'documentRateLimits',
},
{
title: <Trans>Emails</Trans>,
quotaKey: 'emailQuota',
rateLimitKey: 'emailRateLimits',
},
{
title: <Trans>API</Trans>,
quotaKey: 'apiQuota',
rateLimitKey: 'apiRateLimits',
},
];
const renderQuotaField = (group: LimitGroup) => (
const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
<FormField
control={control}
name={name(group.quotaKey)}
name={name(key)}
render={({ field }) => (
<FormItem>
<FormLabel className="text-muted-foreground text-xs">
<Trans>Monthly quota</Trans>
</FormLabel>
<FormLabel>{label}</FormLabel>
<FormControl>
<Input
type="number"
@@ -73,18 +47,20 @@ export const ClaimLimitFields = <T extends FieldValues>({
onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
/>
</FormControl>
<FormDescription>{description}</FormDescription>
<FormMessage />
</FormItem>
)}
/>
);
const renderRateLimitField = (group: LimitGroup) => (
const renderRateLimitField = (key: string, label: ReactNode) => (
<FormField
control={control}
name={name(group.rateLimitKey)}
name={name(key)}
render={({ field }) => (
<FormItem>
<FormLabel>{label}</FormLabel>
<FormControl>
<RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
</FormControl>
@@ -95,30 +71,27 @@ export const ClaimLimitFields = <T extends FieldValues>({
);
return (
<div className="space-y-3">
<div>
<h3 className="font-semibold text-base">
<Trans>Limits</Trans>
</h3>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>
Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
</Trans>
</p>
</div>
<div className="space-y-4 rounded-md border p-4">
<FormLabel>
<Trans>Limits</Trans>
</FormLabel>
<div className="overflow-hidden rounded-lg border">
<div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
{limitGroups.map((group) => (
<div key={group.quotaKey} className="space-y-4 p-4">
<h4 className="font-semibold text-sm">{group.title}</h4>
{renderQuotaField(
'documentQuota',
<Trans>Monthly document quota</Trans>,
<Trans>Empty = Unlimited, 0 = Blocked</Trans>,
)}
{renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
{renderQuotaField(group)}
{renderRateLimitField(group)}
</div>
))}
</div>
</div>
{renderQuotaField(
'emailQuota',
<Trans>Monthly email quota</Trans>,
<Trans>Empty = Unlimited, 0 = Blocked</Trans>,
)}
{renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
{renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
{renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
</div>
);
};
@@ -1,23 +0,0 @@
import { Trans } from '@lingui/react/macro';
import { AlertTriangleIcon } from 'lucide-react';
export const DirectTemplateInvalidPageView = () => {
return (
<div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
<div>
<AlertTriangleIcon className="h-10 w-10 text-destructive" />
<h1 className="mt-4 font-semibold text-3xl">
<Trans>Invalid direct link template</Trans>
</h1>
<p className="mt-2 text-muted-foreground text-sm">
<Trans>
This direct link template cannot be used because one or more signers do not have a signature field assigned.
Please contact the sender to update the template.
</Trans>
</p>
</div>
</div>
);
};
@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
import type { LucideIcon } from 'lucide-react/dist/lucide-react';
import type { HTMLAttributes } from 'react';
@@ -46,12 +46,6 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
icon: XCircle,
color: 'text-red-500 dark:text-red-300',
},
EXPIRED: {
label: msg`Expired`,
labelExtended: msg`Document expired`,
icon: TimerOff,
color: 'text-orange-500 dark:text-orange-300',
},
INBOX: {
label: msg`Inbox`,
labelExtended: msg`Document inbox`,
@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
{selectedField && (
<div
className={cn(
'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
selectedRecipientStyles.base,
selectedField === FieldType.SIGNATURE && 'font-signature',
{
@@ -20,18 +20,20 @@ import {
import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
import { getOverlappingFieldPairs } from '@documenso/lib/utils/fields-overlap';
import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
import { cn } from '@documenso/ui/lib/utils';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import { Separator } from '@documenso/ui/primitives/separator';
import { useToast } from '@documenso/ui/primitives/use-toast';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
import { AlertTriangleIcon, FileTextIcon, PencilIcon, SparklesIcon } from 'lucide-react';
import { useEffect, useMemo, useRef, useState } from 'react';
import { AlertTriangleIcon, FileTextIcon, FormInputIcon, PencilIcon, SparklesIcon } from 'lucide-react';
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { useRevalidator, useSearchParams } from 'react-router';
import { isDeepEqual } from 'remeda';
import { match } from 'ts-pattern';
@@ -54,7 +56,6 @@ import { useCurrentTeam } from '~/providers/team';
import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
@@ -79,7 +80,8 @@ export const EnvelopeEditorFieldsPage = () => {
const scrollableContainerRef = useRef<HTMLDivElement>(null);
const { envelope, editorFields, navigateToStep, editorConfig } = useCurrentEnvelopeEditor();
const { envelope, editorFields, navigateToStep, editorConfig, flushAutosave, syncEnvelope } =
useCurrentEnvelopeEditor();
const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
@@ -87,7 +89,32 @@ export const EnvelopeEditorFieldsPage = () => {
const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
const [acroFormHasFieldsByItemRevision, setAcroFormHasFieldsByItemRevision] = useState<Record<string, boolean>>({});
const { revalidate } = useRevalidator();
const { toast } = useToast();
const { mutateAsync: importFieldsFromPdf, isPending: isImportingFieldsFromPdf } =
trpc.envelope.field.importFromPdf.useMutation();
const currentEnvelopeItemRevision = currentEnvelopeItem
? `${currentEnvelopeItem.id}:${currentEnvelopeItem.documentDataId}`
: null;
const currentItemHasAcroForm =
currentEnvelopeItemRevision !== null && acroFormHasFieldsByItemRevision[currentEnvelopeItemRevision] === true;
const onAcroFormDetected = useCallback(
(hasFields: boolean) => {
if (!currentEnvelopeItemRevision) {
return;
}
setAcroFormHasFieldsByItemRevision((prev) =>
prev[currentEnvelopeItemRevision] === hasFields ? prev : { ...prev, [currentEnvelopeItemRevision]: hasFields },
);
},
[currentEnvelopeItemRevision],
);
const envelopeItemPermissions = useMemo(
() => getEnvelopeItemPermissions(envelope, envelope.recipients),
@@ -202,6 +229,40 @@ export const EnvelopeEditorFieldsPage = () => {
});
};
const onImportFromPdfClick = async () => {
try {
await flushAutosave();
const result = await importFieldsFromPdf({ envelopeId: envelope.id });
if (result.fieldsCreated === 0) {
toast({
title: _(msg`No form fields found`),
description: _(msg`This PDF does not contain any importable form fields.`),
duration: 5000,
});
return;
}
await syncEnvelope();
toast({
title: _(msg`Fields imported`),
description: _(
msg`Imported ${result.fieldsCreated} field${result.fieldsCreated === 1 ? '' : 's'} from the PDF form. Review and reassign in the editor.`,
),
duration: 5000,
});
} catch {
toast({
title: _(msg`Could not import fields`),
description: _(msg`Something went wrong while importing fields from the PDF.`),
variant: 'destructive',
duration: 5000,
});
}
};
return (
<div className="relative flex h-full">
<div className="flex h-full w-full flex-col overflow-y-auto px-2" ref={scrollableContainerRef}>
@@ -239,8 +300,6 @@ export const EnvelopeEditorFieldsPage = () => {
}
/>
<EnvelopeEditorInvalidDirectTemplateAlert />
{/* Document View */}
<div className="mt-4 flex h-full flex-col items-center justify-center">
{envelope.recipients.length === 0 && (
@@ -291,6 +350,7 @@ export const EnvelopeEditorFieldsPage = () => {
customPageRenderer={EnvelopeEditorFieldsPageRenderer}
scrollParentRef={scrollableContainerRef}
errorMessage={PDF_VIEWER_ERROR_MESSAGES.editor}
onAcroFormDetected={onAcroFormDetected}
/>
) : (
<div className="flex flex-col items-center justify-center py-32">
@@ -383,6 +443,20 @@ export const EnvelopeEditorFieldsPage = () => {
/>
</>
)}
{currentItemHasAcroForm && envelope.status === DocumentStatus.DRAFT && (
<Button
type="button"
variant="outline"
size="sm"
className="mt-4 w-full"
onClick={() => void onImportFromPdfClick()}
disabled={isImportingFieldsFromPdf}
>
<FormInputIcon className="mr-2 -ml-1 h-4 w-4" />
{isImportingFieldsFromPdf ? <Trans>Importing...</Trans> : <Trans>Import from PDF form</Trans>}
</Button>
)}
</section>
{/* Field details section. */}
@@ -1,55 +0,0 @@
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
import { cn } from '@documenso/ui/lib/utils';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Trans } from '@lingui/react/macro';
import { useMemo } from 'react';
export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
className?: string;
};
/**
* Warns that a direct link template cannot be used because one or more signers
* are missing a signature field.
*/
export const EnvelopeEditorInvalidDirectTemplateAlert = ({
className,
}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
const { envelope, isTemplate } = useCurrentEnvelopeEditor();
const signersMissingSignatureFields = useMemo(() => {
if (!isTemplate || !envelope.directLink?.enabled) {
return [];
}
return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
}, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
if (signersMissingSignatureFields.length === 0) {
return null;
}
return (
<Alert
variant="destructive"
className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
>
<AlertTitle>
<Trans>Invalid direct link template</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
Recipients cannot use this direct link template because the following signers are missing a signature field
</Trans>
<ul className="list-disc pl-5">
{signersMissingSignatureFields.map((recipient, i) => (
<li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
))}
</ul>
</AlertDescription>
</Alert>
);
};
@@ -22,7 +22,6 @@ import { match } from 'ts-pattern';
import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
export const EnvelopeEditorPreviewPage = () => {
@@ -229,8 +228,6 @@ export const EnvelopeEditorPreviewPage = () => {
{/* Horizontal envelope item selector */}
<EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />
<EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
<Alert variant="warning" className="mx-auto max-w-[800px]">
<AlertTitle>
<Trans>Preview Mode</Trans>
@@ -7,12 +7,7 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
import { nanoid } from '@documenso/lib/universal/id';
import {
isAssistantLastSigner,
isCcRecipient,
normalizeRecipientSigningOrders,
canRecipientBeModified as utilCanRecipientBeModified,
} from '@documenso/lib/utils/recipients';
import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
import {
@@ -161,12 +156,16 @@ export const EnvelopeEditorRecipientForm = () => {
}, [watchedSigners]);
const normalizeSigningOrders = (signers: typeof watchedSigners) => {
return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
return signers
.sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
.map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
};
const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
const { fields: signers, remove: removeSigner } = useFieldArray({
const {
append: appendSigner,
fields: signers,
remove: removeSigner,
} = useFieldArray({
control,
name: 'signers',
keyName: 'nativeId',
@@ -209,31 +208,14 @@ export const EnvelopeEditorRecipientForm = () => {
return utilCanRecipientBeModified(recipient, fields);
};
const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
form.setValue('signers', updatedSigners, {
shouldValidate: true,
shouldDirty: true,
});
if (shouldFocus) {
const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
if (signerIndex !== -1) {
requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
}
}
};
const onAddSigner = () => {
appendNormalizedSigner({
appendSigner({
formId: nanoid(12),
name: '',
email: '',
role: RecipientRole.SIGNER,
actionAuth: [],
signingOrder: activeRecipientCount + 1,
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
});
};
@@ -341,16 +323,18 @@ export const EnvelopeEditorRecipientForm = () => {
form.setFocus(`signers.${emptySignerIndex}.email`);
} else {
appendNormalizedSigner(
appendSigner(
{
formId: nanoid(12),
name: currentEditorName ?? '',
email: currentEditorEmail ?? '',
role: RecipientRole.SIGNER,
actionAuth: [],
signingOrder: activeRecipientCount + 1,
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
},
{
shouldFocus: true,
},
true,
);
void form.trigger('signers');
@@ -385,14 +369,18 @@ export const EnvelopeEditorRecipientForm = () => {
items.splice(insertIndex, 0, reorderedSigner);
const updatedSigners = normalizeSigningOrders(items);
const updatedSigners = items.map((signer, index) => ({
...signer,
signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
}));
form.setValue('signers', updatedSigners, {
shouldValidate: true,
shouldDirty: true,
});
if (isAssistantLastSigner(updatedSigners)) {
const lastSigner = updatedSigners[updatedSigners.length - 1];
if (lastSigner.role === RecipientRole.ASSISTANT) {
toast({
title: t`Warning: Assistant as last signer`,
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -423,19 +411,18 @@ export const EnvelopeEditorRecipientForm = () => {
return;
}
const updatedSigners = normalizeSigningOrders(
currentSigners.map((signer, idx) => ({
...signer,
role: idx === index ? role : signer.role,
})),
);
const updatedSigners = currentSigners.map((signer, idx) => ({
...signer,
role: idx === index ? role : signer.role,
signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
}));
form.setValue('signers', updatedSigners, {
shouldValidate: true,
shouldDirty: true,
});
if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
toast({
title: t`Warning: Assistant as last signer`,
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -460,30 +447,22 @@ export const EnvelopeEditorRecipientForm = () => {
const currentSigners = form.getValues('signers');
const signer = currentSigners[index];
if (isCcRecipient(signer)) {
return;
}
// Remove signer from current position and insert at new position
const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
remainingSigners.splice(newPosition, 0, signer);
const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
if (currentSigningOrderIndex === -1) {
return;
}
const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
nonCcSigners.splice(newPosition, 0, reorderedSigner);
const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
const updatedSigners = remainingSigners.map((s, idx) => ({
...s,
signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
}));
form.setValue('signers', updatedSigners, {
shouldValidate: true,
shouldDirty: true,
});
if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
toast({
title: t`Warning: Assistant as last signer`,
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -497,12 +476,10 @@ export const EnvelopeEditorRecipientForm = () => {
setShowSigningOrderConfirmation(false);
const currentSigners = form.getValues('signers');
const updatedSigners = normalizeSigningOrders(
currentSigners.map((signer) => ({
...signer,
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
})),
);
const updatedSigners = currentSigners.map((signer) => ({
...signer,
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
}));
form.setValue('signers', updatedSigners, {
shouldValidate: true,
@@ -819,7 +796,6 @@ export const EnvelopeEditorRecipientForm = () => {
isDragDisabled={
!isSigningOrderSequential ||
isSubmitting ||
isCcRecipient(signer) ||
!canRecipientBeModified(signer.id) ||
!signer.signingOrder
}
@@ -843,11 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
})}
>
<div className="flex flex-row items-center gap-x-2">
{isSigningOrderSequential && isCcRecipient(signer) && (
<div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
)}
{isSigningOrderSequential && !isCcRecipient(signer) && (
{isSigningOrderSequential && (
<FormField
control={form.control}
name={`signers.${index}.signingOrder`}
@@ -863,7 +835,7 @@ export const EnvelopeEditorRecipientForm = () => {
<FormControl>
<Input
type="number"
max={activeRecipientCount}
max={signers.length}
data-testid="signing-order-input"
className={cn(
'w-10 text-center',
@@ -1004,6 +976,7 @@ export const EnvelopeEditorRecipientForm = () => {
onValueChange={(value) => {
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
handleRoleChange(index, value as RecipientRole);
field.onChange(value);
}}
disabled={
snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
@@ -26,7 +26,6 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from
import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
@@ -450,9 +449,6 @@ export const EnvelopeEditorUploadPage = () => {
return (
<div className="mx-auto max-w-4xl space-y-6 p-8">
<input {...getReplaceInputProps()} />
<EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
<Card backdropBlur={false} className="border">
<CardHeader className="pb-3">
<CardTitle>
@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
{type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
</h2>
<p className="mt-4 text-base text-muted-foreground">
<p className="mt-4 text-md text-muted-foreground">
<Trans>Drag and drop your document here</Trans>
</p>
@@ -1,38 +1,13 @@
import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
import {
getQuotaUsagePercent,
isQuotaExceeded,
isQuotaNearing,
normalizeCapacityLimit,
} from '@documenso/lib/universal/quota-usage';
import { cn } from '@documenso/ui/lib/utils';
import type { BadgeProps } from '@documenso/ui/primitives/badge';
import { Badge } from '@documenso/ui/primitives/badge';
import { Progress } from '@documenso/ui/primitives/progress';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { Trans } from '@lingui/react/macro';
import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
import type { LucideIcon } from 'lucide-react';
import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
import type { ReactNode } from 'react';
import { useId, useState } from 'react';
import { useState } from 'react';
import { match } from 'ts-pattern';
import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
type CapacityUsage = {
members: number;
teams: number;
};
type UsageRow = {
counter: 'document' | 'email' | 'api';
label: ReactNode;
icon: LucideIcon;
used: number;
effectiveLimit: number | null;
};
type OrganisationUsagePanelProps = {
organisationId: string;
monthlyStats: Pick<
@@ -40,151 +15,13 @@ type OrganisationUsagePanelProps = {
'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
>[];
organisationClaim: OrganisationClaim;
capacityUsage?: CapacityUsage;
};
type UsageCardState = {
status: {
label: ReactNode;
variant: NonNullable<BadgeProps['variant']>;
};
percent: number;
hasFiniteLimit: boolean;
progressClassName: string;
subtext: ReactNode;
};
type UsageCardStateOptions = {
used: number;
limit: number | null | undefined;
footnote?: ReactNode;
};
const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
const percent = getQuotaUsagePercent(used, limit ?? null);
const hasFiniteLimit = Boolean(limit && limit > 0);
if (limit === null || limit === undefined) {
return {
status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
percent,
hasFiniteLimit,
progressClassName: '',
subtext: footnote ?? null,
};
}
if (limit === 0) {
return {
status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
percent,
hasFiniteLimit,
progressClassName: '',
subtext: footnote ?? <Trans>Resource blocked</Trans>,
};
}
if (used > limit) {
return {
status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
percent,
hasFiniteLimit,
progressClassName: '[&>div]:bg-destructive',
subtext: footnote ?? null,
};
}
if (isQuotaExceeded(limit, used)) {
return {
status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
percent,
hasFiniteLimit,
progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
subtext: footnote ?? null,
};
}
if (isQuotaNearing(limit, used)) {
return {
status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
percent,
hasFiniteLimit,
progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
subtext: footnote ?? null,
};
}
return {
status: { label: <Trans>Within limit</Trans>, variant: 'default' },
percent,
hasFiniteLimit,
progressClassName: '',
subtext: footnote ?? null,
};
};
type UsageStatCardProps = {
label: ReactNode;
icon: LucideIcon;
used: number;
limit: number | null | undefined;
/** When true the card is a plain counter with no limit, status or progress. */
countOnly?: boolean;
footnote?: ReactNode;
action?: ReactNode;
};
const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
return (
<div className="flex flex-col rounded-lg border bg-background p-5">
<div className="flex items-center justify-between gap-3">
<div className="flex items-center gap-2 font-medium text-foreground text-sm">
<Icon className="h-4 w-4 text-muted-foreground" />
<span>{label}</span>
</div>
{!countOnly && (
<Badge variant={status.variant} size="small">
{status.label}
</Badge>
)}
</div>
<div className="mt-4 flex flex-1 flex-col">
<div className="flex items-baseline justify-between gap-2">
<div className="flex items-baseline gap-1.5">
<span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
{used.toLocaleString()}
</span>
{hasFiniteLimit ? (
<span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
) : null}
</div>
{hasFiniteLimit ? (
<span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
) : null}
</div>
{hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
{subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
</div>
{action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
</div>
);
};
export const OrganisationUsagePanel = ({
organisationId,
monthlyStats,
organisationClaim,
capacityUsage,
}: OrganisationUsagePanelProps) => {
const monthlyUsagePeriodId = useId();
const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -193,105 +30,86 @@ export const OrganisationUsagePanel = ({
// current period), so only offer the reset action when viewing the current month.
const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
const capacityRows = capacityUsage
? [
{
key: 'members',
label: <Trans>Members</Trans>,
icon: UsersIcon,
used: capacityUsage.members,
limit: normalizeCapacityLimit(organisationClaim.memberCount),
},
{
key: 'teams',
label: <Trans>Teams</Trans>,
icon: UsersRoundIcon,
used: capacityUsage.teams,
limit: normalizeCapacityLimit(organisationClaim.teamCount),
},
]
: [];
const monthlyRows: UsageRow[] = [
const rows = [
{
counter: 'document',
counter: 'document' as const,
label: <Trans>Documents</Trans>,
icon: FileIcon,
used: selectedStat?.documentCount ?? 0,
effectiveLimit: organisationClaim.documentQuota,
},
{
counter: 'email',
counter: 'email' as const,
label: <Trans>Emails</Trans>,
icon: MailIcon,
used: selectedStat?.emailCount ?? 0,
effectiveLimit: organisationClaim.emailQuota,
},
{
counter: 'api',
counter: 'api' as const,
label: <Trans>API requests</Trans>,
icon: PlugIcon,
used: selectedStat?.apiCount ?? 0,
effectiveLimit: organisationClaim.apiQuota,
},
];
return (
<div className="mt-4 space-y-6">
{capacityRows.length > 0 ? (
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
{capacityRows.map((row) => (
<UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
))}
</div>
) : null}
<div className="space-y-4 rounded-md border p-4">
<div className="flex items-center justify-between gap-2">
<h3 className="font-medium text-sm">
<Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
</h3>
<div className="space-y-3">
<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
<h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
<Trans>Monthly usage</Trans>
</h3>
{monthlyStats.length > 0 && (
<Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
<SelectTrigger className="w-40">
<SelectValue />
</SelectTrigger>
<SelectContent>
{monthlyStats.map((stat) => (
<SelectItem key={stat.period} value={stat.period}>
{stat.period}
</SelectItem>
))}
</SelectContent>
</Select>
)}
</div>
{monthlyStats.length > 0 ? (
<Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
<SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
<SelectValue />
</SelectTrigger>
<SelectContent>
{monthlyStats.map((stat) => (
<SelectItem key={stat.period} value={stat.period}>
{stat.period}
</SelectItem>
))}
</SelectContent>
</Select>
) : null}
</div>
{rows.map((row) => {
const percent =
row.effectiveLimit && row.effectiveLimit > 0
? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
: 0;
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
{monthlyRows.map((row) => (
<UsageStatCard
key={row.counter}
label={row.label}
icon={row.icon}
used={row.used}
limit={row.effectiveLimit}
action={
selectedStat && isCurrentPeriod ? (
<OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
) : undefined
}
/>
))}
return (
<div key={row.counter} className="space-y-1">
<div className="flex items-center justify-between text-sm">
<span>{row.label}</span>
<span className="text-muted-foreground">
{row.used} /{' '}
{match(row.effectiveLimit)
.with(null, () => <Trans>Unlimited</Trans>)
.with(0, () => <Trans>Blocked</Trans>)
.otherwise(String)}
</span>
</div>
<UsageStatCard
label={<Trans>Reports</Trans>}
icon={MailOpenIcon}
used={selectedStat?.emailReports ?? 0}
limit={null}
countOnly
footnote={<Trans>Sent this period</Trans>}
/>
{row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
{selectedStat && isCurrentPeriod && (
<div className="flex w-full justify-end pt-1">
<OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
</div>
)}
</div>
);
})}
<div className="space-y-1">
<div className="flex items-center justify-between text-sm">
<span>
<Trans>Reports</Trans>
</span>
<span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
</div>
</div>
</div>
@@ -2,7 +2,6 @@ import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { Trans, useLingui } from '@lingui/react/macro';
import { RotateCcwIcon } from 'lucide-react';
import { useRevalidator } from 'react-router';
type OrganisationUsageResetButtonProps = {
@@ -33,7 +32,6 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
loading={isPending}
onClick={() => reset({ organisationId, counter })}
>
<RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
<Trans>Reset</Trans>
</Button>
);
@@ -46,7 +46,7 @@ export const EnvelopePdfViewer = ({ errorMessage, className, ...props }: Envelop
return (
<PDFViewerLazy
key={`${currentEnvelopeItem.envelopeId}-${currentEnvelopeItem.id}`}
key={`${currentEnvelopeItem.envelopeId}-${currentEnvelopeItem.id}-${currentEnvelopeItem.documentDataId}`}
{...props}
className={cn('h-full w-full max-w-[800px]', className)}
data={currentEnvelopeItem.data}
@@ -50,6 +50,7 @@ export type PDFViewerProps = {
scrollParentRef: ScrollTarget;
onDocumentLoad?: () => void;
onAcroFormDetected?: (hasFields: boolean) => void;
/**
* Additional component to render next to the image, such as a Konva canvas
@@ -63,6 +64,7 @@ export default function PDFViewer({
data,
scrollParentRef,
onDocumentLoad,
onAcroFormDetected,
customPageRenderer,
...props
}: PDFViewerProps) {
@@ -124,6 +126,20 @@ export default function PDFViewer({
// eslint-disable-next-line require-atomic-updates
pdfRef.current = loadedPdf;
if (onAcroFormDetected) {
try {
const fieldObjects = await loadedPdf.getFieldObjects();
if (!isCancelled) {
onAcroFormDetected(fieldObjects !== null && Object.keys(fieldObjects).length > 0);
}
} catch {
if (!isCancelled) {
onAcroFormDetected(false);
}
}
}
// Fetch the pages
const pages = await pMap(Array.from({ length: loadedPdf.numPages }), async (_, pageIndex) => {
const page = await loadedPdf.getPage(pageIndex + 1);
@@ -168,7 +184,7 @@ export default function PDFViewer({
pdfRef.current = null;
}
};
}, [data]);
}, [data, onAcroFormDetected]);
// Notify when document is loaded
useEffect(() => {
@@ -1,9 +1,7 @@
import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
import { Button } from '@documenso/ui/primitives/button';
import { Input } from '@documenso/ui/primitives/input';
import { Trans, useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { PlusIcon, Trash2Icon } from 'lucide-react';
import { useState } from 'react';
type RateLimitEntryValue = { window: string; max: number };
@@ -13,153 +11,50 @@ type RateLimitArrayInputProps = {
disabled?: boolean;
};
const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
/** Keep in-progress rows; drop rows that are completely empty. */
const persistEntries = (entries: RateLimitEntryValue[]) => {
return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
};
export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
const { t } = useLingui();
const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
const getWindowError = (entry: RateLimitEntryValue, index: number) => {
const window = entry.window.trim();
if (!hasEntryInput(entry)) {
return null;
}
if (window === '') {
return t`Enter a window, e.g. 5m`;
}
if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
}
const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
return otherIndex !== index && otherEntry.window.trim() === window;
});
return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
};
const getMaxError = (entry: RateLimitEntryValue) => {
if (!hasEntryInput(entry)) {
return null;
}
return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
};
const entries = value ?? [];
const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
if (index >= value.length) {
const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
if (hasEntryInput(nextDraftEntry)) {
onChange(persistEntries([...value, nextDraftEntry]));
setDraftEntry(null);
return;
}
setDraftEntry(nextDraftEntry);
return;
}
const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
onChange(persistEntries(next));
const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
onChange(next);
};
const removeEntry = (index: number) => {
if (index >= value.length) {
setDraftEntry(null);
return;
}
const next = value.filter((_, i) => i !== index);
onChange(persistEntries(next));
onChange(entries.filter((_, i) => i !== index));
};
const addEntry = () => {
setDraftEntry(EMPTY_ENTRY);
onChange([...entries, { window: '5m', max: 100 }]);
};
const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
return (
<div className="space-y-2">
<div className="flex items-center gap-2 text-muted-foreground text-xs">
<span className="w-20 shrink-0">
<Trans>Window</Trans>
</span>
<span className="flex-1">
<Trans>Max requests</Trans>
</span>
<span className="w-9 shrink-0" aria-hidden="true" />
</div>
{entries.map((entry, index) => (
<div key={index} className="flex items-center gap-2">
<Input
className="w-24"
placeholder="5m"
value={entry.window}
disabled={disabled}
onChange={(e) => updateEntry(index, { window: e.target.value })}
/>
<Input
className="w-32"
type="number"
min={1}
value={entry.max}
disabled={disabled}
onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
/>
<Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
<Trash2Icon className="h-4 w-4" />
</Button>
</div>
))}
{entries.map((entry, index) => {
const windowError = getWindowError(entry, index);
const maxError = getMaxError(entry);
return (
<div key={index} className="space-y-1">
<div className="flex items-center gap-2">
<Input
className="w-20 shrink-0"
placeholder="5m"
value={entry.window}
disabled={disabled}
aria-invalid={Boolean(windowError)}
onChange={(e) => updateEntry(index, { window: e.target.value })}
/>
<Input
className="flex-1"
type="number"
min={1}
placeholder="100"
value={entry.max || ''}
disabled={disabled}
aria-invalid={Boolean(maxError)}
onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
/>
<Button
type="button"
variant="ghost"
size="sm"
className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
disabled={disabled}
aria-label={t`Remove rate limit`}
onClick={() => removeEntry(index)}
>
<Trash2Icon className="h-4 w-4" />
</Button>
</div>
{windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
{maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
</div>
);
})}
<Button
type="button"
variant="outline"
size="sm"
className="w-full border-dashed"
disabled={isAddDisabled}
onClick={addEntry}
>
<Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
<PlusIcon className="mr-2 h-4 w-4" />
<Trans>Add rate limit window</Trans>
<Trans>Add rate limit</Trans>
</Button>
</div>
);
@@ -1,144 +0,0 @@
import { useSession } from '@documenso/lib/client-only/providers/session';
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
import { isAdmin } from '@documenso/lib/utils/is-admin';
import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
import { trpc as trpcReact } from '@documenso/trpc/react';
import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { keepPreviousData } from '@tanstack/react-query';
import type { LucideIcon } from 'lucide-react';
import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
import { useMemo } from 'react';
import type { PromptCategory, PromptItem } from './app-command-menu.types';
/**
* The maximum number of results the admin search returns per resource type.
*/
const ADMIN_SEARCH_RESULTS_CAP = 5;
const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
document: msg`Documents`,
user: msg`Users`,
organisation: msg`Organisations`,
team: msg`Teams`,
recipient: msg`Recipients`,
subscription: msg`Subscriptions`,
};
const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
document: FileTextIcon,
user: UserIcon,
organisation: Building2Icon,
team: UsersIcon,
recipient: UserIcon,
subscription: CreditCardIcon,
};
/**
* Admin list pages which support prefilling their search from the URL, used
* for the "View all results" links on capped groups. Teams, recipients and
* subscriptions have no admin list pages.
*/
const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
};
export type UseAdminSearchCategoriesOptions = {
/**
* The trimmed, debounced search query.
*/
query: string;
open: boolean;
};
/**
* The isolated admin portion of the command prompt: searches every admin
* resource and maps the results to prompt categories marked as global.
*
* Returns no categories and never queries for non admin users. The admin
* search endpoint is additionally guarded server side by the admin procedure.
*/
export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
const { user } = useSession();
const isUserAdmin = isAdmin(user);
// Admin searches hit every resource table, so require a longer query unless
// it is a number, which could be a resource ID of any length. Queries over
// the endpoint's length limit are skipped entirely instead of being sent
// and rejected.
const hasValidAdminSearch =
isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
const {
data: adminSearchData,
isFetching,
isError,
} = trpcReact.admin.search.useQuery(
{
query,
},
{
enabled: open && hasValidAdminSearch,
placeholderData: keepPreviousData,
// Retyping is the retry in a search-as-you-type flow: fail fast so the
// prompt can surface an honest error state instead of retrying.
retry: false,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
},
);
const categories = useMemo((): PromptCategory[] => {
if (!hasValidAdminSearch || !adminSearchData) {
return [];
}
return adminSearchData.groups.map((group) => {
const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
const items: PromptItem[] = group.results.map((result) => ({
id: `admin-${group.type}-${result.value}`,
label: result.label,
sublabel: result.sublabel,
path: result.path,
icon: ADMIN_GROUP_ICONS[group.type],
initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
}));
// Capped groups link to the full admin list page with the search
// prefilled so the cap is never a dead end.
if (isCapped && buildListPath) {
items.push({
id: `admin-${group.type}-view-all`,
label: msg`View all results`,
path: buildListPath(query),
icon: ArrowRightIcon,
});
}
return {
id: `admin-${group.type}`,
label: ADMIN_GROUP_LABELS[group.type],
items,
count: group.results.length,
chipCount: group.results.length,
isCapped,
isGlobal: true,
};
});
}, [hasValidAdminSearch, adminSearchData, query]);
return {
isUserAdmin,
categories,
isFetching,
isError,
};
};
@@ -1,7 +1,7 @@
import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Bird, CheckCircle2, TimerOff, XCircle } from 'lucide-react';
import { Bird, CheckCircle2, XCircle } from 'lucide-react';
import { match } from 'ts-pattern';
export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -29,16 +29,6 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
icon: XCircle,
}))
.with(ExtendedDocumentStatus.REJECTED, () => ({
title: msg`No rejected documents`,
message: msg`There are no rejected documents. Documents that a recipient declines to sign will appear here.`,
icon: XCircle,
}))
.with(ExtendedDocumentStatus.EXPIRED, () => ({
title: msg`No expired documents`,
message: msg`There are no documents with expired signing links. You can redistribute a document to renew its expiration.`,
icon: TimerOff,
}))
.with(ExtendedDocumentStatus.ALL, () => ({
title: msg`We're all empty`,
message: msg`You have not yet created or received any documents. To create a document please upload one.`,
@@ -1,4 +1,3 @@
import { ZNameSchema } from '@documenso/lib/types/name';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
@@ -30,7 +29,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
};
const ZUpdatePasskeySchema = z.object({
name: ZNameSchema,
name: z.string(),
});
type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;
+15 -20
View File
@@ -3,32 +3,27 @@ import { dynamicActivate } from '@documenso/lib/utils/i18n';
import { i18n } from '@lingui/core';
import { detect, fromHtmlTag } from '@lingui/detect-locale';
import { I18nProvider } from '@lingui/react';
import { StrictMode, startTransition } from 'react';
import { StrictMode, startTransition, useEffect } from 'react';
import { hydrateRoot } from 'react-dom/client';
import { HydratedRouter } from 'react-router/dom';
import './utils/polyfills/promise-with-resolvers';
/**
* Initialised imperatively (not as a component inside `hydrateRoot`) because
* rendering extra client-only siblings changes the React tree structure
* relative to the server render in `entry.server.tsx`. That shifts every
* `useId` value (used by Radix for `id`/`htmlFor`/`aria-*`), causing hydration
* mismatches which can abort hydration entirely when the user interacts with
* the page early, leaving dead event handlers (broken dropdowns, native form
* submits).
*/
function initPosthog() {
function PosthogInit() {
const postHogConfig = extractPostHogConfig();
if (postHogConfig) {
void import('posthog-js').then(({ default: posthog }) => {
posthog.init(postHogConfig.key, {
api_host: postHogConfig.host,
capture_exceptions: true,
useEffect(() => {
if (postHogConfig) {
void import('posthog-js').then(({ default: posthog }) => {
posthog.init(postHogConfig.key, {
api_host: postHogConfig.host,
capture_exceptions: true,
});
});
});
}
}
}, []);
return null;
}
async function main() {
@@ -43,11 +38,11 @@ async function main() {
<I18nProvider i18n={i18n}>
<HydratedRouter />
</I18nProvider>
<PosthogInit />
</StrictMode>,
);
});
void initPosthog();
}
// eslint-disable-next-line @typescript-eslint/no-floating-promises
+2 -10
View File
@@ -119,11 +119,7 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
const isRecipientRoute = matches.some((m) => m.id?.startsWith('routes/_recipient+'));
return (
// `suppressHydrationWarning` because `remix-themes` intentionally mutates
// `data-theme`/`class` on <html> before hydration (PreventFlashOnWrongTheme),
// so the server-rendered attributes never match the client render when the
// theme is resolved from the system preference. Attribute-only, one level deep.
<html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
<html translate="no" lang={lang} data-theme={theme} className={theme ?? ''}>
<head>
<meta charSet="utf-8" />
<link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
@@ -177,11 +173,7 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
<script
nonce={nonce(cspNonce)}
dangerouslySetInnerHTML={{
// `__webpack_nonce__` is read by `get-nonce` (used by
// react-remove-scroll / react-style-singleton inside Radix menus and
// dialogs) to stamp runtime-injected <style> elements. Without it the
// strict `style-src-elem` CSP blocks the scroll-lock styles.
__html: `window.__ENV__ = ${JSON.stringify(publicEnv)}; window.__webpack_nonce__ = ${JSON.stringify(cspNonce ?? '')}`,
__html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
}}
/>
@@ -8,7 +8,6 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
import { trpc } from '@documenso/trpc/react';
import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
import { cn } from '@documenso/ui/lib/utils';
import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Badge } from '@documenso/ui/primitives/badge';
@@ -31,7 +30,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
import { OrganisationMemberRole } from '@prisma/client';
import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
import { useMemo } from 'react';
import { useForm } from 'react-hook-form';
@@ -43,6 +42,7 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,32 +268,54 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
<GenericOrganisationAdminForm organisation={organisation} />
<SettingsHeader
title={t`Organisation usage`}
subtitle={t`Current usage against organisation limits.`}
className="mt-6"
hideDivider
/>
<div className="mt-6 rounded-lg border p-4">
<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
<div>
<p className="font-medium text-sm">
<Trans>Organisation usage</Trans>
</p>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>Current usage against organisation limits.</Trans>
</p>
</div>
</div>
<OrganisationUsagePanel
organisationId={organisation.id}
monthlyStats={organisation.monthlyStats}
organisationClaim={organisation.organisationClaim}
capacityUsage={{
members: organisation.members.length,
teams: organisation.teams.length,
}}
/>
<div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
<DetailsCard label={<Trans>Members</Trans>}>
<DetailsValue>
{organisation.members.length} /{' '}
{organisation.organisationClaim.memberCount === 0
? t`Unlimited`
: organisation.organisationClaim.memberCount}
</DetailsValue>
</DetailsCard>
<DetailsCard label={<Trans>Teams</Trans>}>
<DetailsValue>
{organisation.teams.length} /{' '}
{organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
</DetailsValue>
</DetailsCard>
</div>
<div className="mt-4">
<OrganisationUsagePanel
organisationId={organisation.id}
monthlyStats={organisation.monthlyStats}
organisationClaim={organisation.organisationClaim}
/>
</div>
</div>
<div className="mt-6 rounded-lg border p-4">
<Accordion type="single" collapsible>
<AccordionItem value="global-settings" className="border-b-0">
<AccordionTrigger className="py-0">
<div className="text-left">
<p className="font-semibold text-base">
<p className="font-medium text-sm">
<Trans>Global Settings</Trans>
</p>
<p className="mt-1 text-muted-foreground text-sm">
<p className="mt-1 font-normal text-muted-foreground text-sm">
<Trans>Default settings applied to this organisation.</Trans>
</p>
</div>
@@ -313,15 +335,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
className="mt-16"
/>
<Alert
className={cn(
'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
)}
variant="neutral"
>
<Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
<div className="mb-4 sm:mb-0">
<AlertTitle>
<Trans>Subscription</Trans>
@@ -329,12 +343,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
<AlertDescription className="mr-2">
{organisation.subscription ? (
<span className="flex items-center gap-2">
{organisation.subscription.status === SubscriptionStatus.ACTIVE && (
<span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
)}
<span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
</span>
<span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
) : (
<span>
<Trans>No subscription found</Trans>
@@ -347,7 +356,6 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
<div>
<Button
variant="outline"
className="bg-background"
loading={isCreatingStripeCustomer}
onClick={async () => createStripeCustomer({ organisationId })}
>
@@ -358,7 +366,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
{organisation.customerId && !organisation.subscription && (
<div>
<Button variant="outline" className="bg-background" asChild>
<Button variant="outline" asChild>
<Link
target="_blank"
to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -375,13 +383,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
<AdminOrganisationSyncSubscriptionDialog
organisationId={organisationId}
trigger={
<Button variant="outline" className="bg-background">
<Button variant="outline">
<Trans>Sync Stripe subscription</Trans>
</Button>
}
/>
<Button variant="outline" className="bg-background" asChild>
<Button variant="outline" asChild>
<Link
target="_blank"
to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -398,27 +406,21 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
<div className="mt-16 space-y-10">
<div>
<h3 className="font-semibold text-base">
<label className="font-medium text-sm leading-none">
<Trans>Organisation Members</Trans>
</h3>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>People with access to this organisation.</Trans>
</p>
</label>
<div className="mt-3">
<div className="my-2">
<DataTable columns={organisationMembersColumns} data={organisation.members} />
</div>
</div>
<div>
<h3 className="font-semibold text-base">
<label className="font-medium text-sm leading-none">
<Trans>Organisation Teams</Trans>
</h3>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>Teams that belong to this organisation.</Trans>
</p>
</label>
<div className="mt-3">
<div className="my-2">
<DataTable columns={teamsColumns} data={organisation.teams} />
</div>
</div>
@@ -646,7 +648,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
<FormLabel className="flex items-center">
<Trans>Inherited subscription claim</Trans>
<Tooltip>
<TooltipTrigger type="button">
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
@@ -679,15 +681,10 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
</TooltipContent>
</Tooltip>
</FormLabel>
<div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
{field.value ? (
<span className="font-mono text-foreground">{field.value}</span>
) : (
<span className="text-muted-foreground">
<Trans>No inherited claim</Trans>
</span>
)}
</div>
<FormControl>
<Input disabled {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
@@ -718,113 +715,108 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
)}
/>
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
<FormField
control={form.control}
name="claims.teamCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Team Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Number of teams allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.teamCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Team Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Number of teams allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.memberCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Member Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Number of members allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.memberCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Member Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Number of members allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.envelopeItemCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Envelope Item Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={1}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Maximum number of uploaded files per envelope allowed</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.envelopeItemCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Envelope Item Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={1}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Maximum number of uploaded files per envelope allowed</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="claims.recipientCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Recipient Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
</div>
<FormField
control={form.control}
name="claims.recipientCount"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Recipient Count</Trans>
</FormLabel>
<FormControl>
<Input
type="number"
min={0}
{...field}
onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
/>
</FormControl>
<FormDescription>
<Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<div>
<h3 className="font-semibold text-base">
<FormLabel>
<Trans>Feature Flags</Trans>
</h3>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>Capabilities enabled for this organisation.</Trans>
</p>
</FormLabel>
<div className="mt-3 space-y-2 rounded-md border p-4">
<div className="mt-2 space-y-2 rounded-md border p-4">
{Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
@@ -287,11 +287,7 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
</AccordionTrigger>
<AccordionContent>
<div className="mt-4">
<AdminGlobalSettingsSection
settings={team.teamGlobalSettings}
inheritedSettings={team.organisation.organisationGlobalSettings}
isTeam
/>
<AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
</div>
</AccordionContent>
</AccordionItem>
@@ -1,6 +1,7 @@
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
import { putFile } from '@documenso/lib/universal/upload/put-file';
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
import { trpc } from '@documenso/trpc/react';
@@ -48,29 +49,26 @@ export default function OrganisationSettingsBrandingPage() {
const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();
const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
try {
const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
// Upload (or clear) the logo through the dedicated, server-validated route.
if (brandingLogo instanceof File || brandingLogo === null) {
const formData = new FormData();
let uploadedBrandingLogo: string | undefined;
formData.append('payload', JSON.stringify({ organisationId: organisation.id }));
if (brandingLogo) {
uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
}
if (brandingLogo instanceof File) {
formData.append('brandingLogo', brandingLogo);
}
await updateOrganisationBrandingLogo(formData);
// Empty the branding logo if the user unsets it.
if (brandingLogo === null) {
uploadedBrandingLogo = '';
}
const result = await updateOrganisationSettings({
organisationId: organisation.id,
data: {
brandingEnabled: brandingEnabled ?? undefined,
brandingLogo: uploadedBrandingLogo,
brandingUrl,
brandingCompanyDetails,
brandingColors,
@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
delegateDocumentOwnership,
delegateDocumentOwnership: delegateDocumentOwnership,
aiFeaturesEnabled,
envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
reminderSettings: reminderSettings ?? undefined,
@@ -3,7 +3,6 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZNameSchema } from '@documenso/lib/types/name';
import { trpc } from '@documenso/trpc/react';
import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
import { Button } from '@documenso/ui/primitives/button';
@@ -29,6 +28,7 @@ import { useMemo, useState } from 'react';
import { useForm } from 'react-hook-form';
import { Link } from 'react-router';
import { z } from 'zod';
import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
import {
@@ -36,6 +36,7 @@ import {
OrganisationMembersMultiSelectCombobox,
} from '~/components/general/organisation-members-multiselect-combobox';
import { SettingsHeader } from '~/components/general/settings-header';
import type { Route } from './+types/o.$orgUrl.settings.groups.$id';
export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -112,7 +113,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
}
const ZUpdateOrganisationGroupFormSchema = z.object({
name: ZNameSchema,
name: z.string().min(1, msg`Name is required`.id),
organisationRole: z.nativeEnum(OrganisationMemberRole),
memberIds: z.array(z.string()),
});
@@ -76,7 +76,6 @@ export default function DocumentsPage() {
[ExtendedDocumentStatus.COMPLETED]: 0,
[ExtendedDocumentStatus.REJECTED]: 0,
[ExtendedDocumentStatus.CANCELLED]: 0,
[ExtendedDocumentStatus.EXPIRED]: 0,
[ExtendedDocumentStatus.INBOX]: 0,
[ExtendedDocumentStatus.ALL]: 0,
});
@@ -158,8 +157,6 @@ export default function DocumentsPage() {
ExtendedDocumentStatus.COMPLETED,
ExtendedDocumentStatus.CANCELLED,
ExtendedDocumentStatus.DRAFT,
ExtendedDocumentStatus.REJECTED,
ExtendedDocumentStatus.EXPIRED,
ExtendedDocumentStatus.ALL,
]
.filter((value) => {
@@ -1,5 +1,6 @@
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
import { putFile } from '@documenso/lib/universal/upload/put-file';
import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
import { trpc } from '@documenso/trpc/react';
@@ -37,7 +38,6 @@ export default function TeamsSettingsPage() {
});
const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();
const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
@@ -48,23 +48,22 @@ export default function TeamsSettingsPage() {
try {
const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
// Upload (or clear) the logo through the dedicated, server-validated route.
if (brandingLogo instanceof File || brandingLogo === null) {
const formData = new FormData();
let uploadedBrandingLogo: string | undefined;
formData.append('payload', JSON.stringify({ teamId: team.id }));
if (brandingLogo) {
uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
}
if (brandingLogo instanceof File) {
formData.append('brandingLogo', brandingLogo);
}
await updateTeamBrandingLogo(formData);
// Empty the branding logo if the user unsets it.
if (brandingLogo === null) {
uploadedBrandingLogo = '';
}
const result = await updateTeamSettings({
teamId: team.id,
data: {
brandingEnabled,
brandingLogo: uploadedBrandingLogo,
brandingUrl: brandingUrl || null,
brandingCompanyDetails: brandingCompanyDetails || null,
brandingColors,
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
}),
delegateDocumentOwnership,
delegateDocumentOwnership: delegateDocumentOwnership,
},
});
@@ -1,18 +1,14 @@
import { trpc } from '@documenso/trpc/react';
import type { TGetApiTokensResponse } from '@documenso/trpc/server/api-token-router/get-api-tokens.types';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import { DataTable, type DataTableColumnDef } from '@documenso/ui/primitives/data-table';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
import { TableCell } from '@documenso/ui/primitives/table';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { TeamMemberRole } from '@prisma/client';
import { useMemo } from 'react';
import { DateTime } from 'luxon';
import { TokenCreateDialog } from '~/components/dialogs/token-create-dialog';
import TokenDeleteDialog from '~/components/dialogs/token-delete-dialog';
import { ApiTokenForm } from '~/components/forms/token';
import { SettingsHeader } from '~/components/general/settings-header';
import { useOptionalCurrentTeam } from '~/providers/team';
import { appMetaTags } from '~/utils/meta';
@@ -22,88 +18,33 @@ export function meta() {
}
export default function ApiTokensPage() {
const { t, i18n } = useLingui();
const { i18n } = useLingui();
const { data: tokens } = trpc.apiToken.getMany.useQuery();
const team = useOptionalCurrentTeam();
const isUnauthorized = !!team && team.currentTeamRole !== TeamMemberRole.ADMIN;
const {
data: tokens,
isLoading,
isError,
} = trpc.apiToken.getMany.useQuery(undefined, {
enabled: !isUnauthorized,
});
const columns = useMemo(() => {
return [
{
header: t`Name`,
cell: ({ row }) => <span className="font-medium text-foreground">{row.original.name}</span>,
},
{
header: t`Created`,
cell: ({ row }) => i18n.date(row.original.createdAt),
},
{
header: t`Expires`,
cell: ({ row }) => {
if (!row.original.expires) {
return (
<span className="text-muted-foreground">
<Trans>Never</Trans>
</span>
);
}
if (row.original.expires < new Date()) {
return (
<Badge variant="destructive" size="small">
<Trans>Expired</Trans>
</Badge>
);
}
return i18n.date(row.original.expires);
},
},
{
header: t`Actions`,
cell: ({ row }) => (
<TokenDeleteDialog token={row.original}>
<Button variant="destructive">
<Trans>Delete</Trans>
</Button>
</TokenDeleteDialog>
),
},
] satisfies DataTableColumnDef<TGetApiTokensResponse[number]>[];
}, []);
return (
<div>
<SettingsHeader
title={<Trans>API Tokens</Trans>}
subtitle={
<Trans>
Create and manage API tokens. See our{' '}
On this page, you can create and manage API tokens. See our{' '}
<a
className="text-primary underline"
href={'https://docs.documenso.com/developers/public-api'}
target="_blank"
rel="noopener"
>
documentation
Documentation
</a>{' '}
for more information.
</Trans>
}
>
{!isUnauthorized && <TokenCreateDialog />}
</SettingsHeader>
/>
{isUnauthorized ? (
{team && team?.currentTeamRole !== TeamMemberRole.ADMIN ? (
<Alert className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row" variant="warning">
<div>
<AlertTitle>
@@ -115,43 +56,58 @@ export default function ApiTokensPage() {
</div>
</Alert>
) : (
<DataTable
columns={columns}
data={tokens ?? []}
perPage={0}
currentPage={0}
totalPages={0}
error={{
enable: isError,
}}
emptyState={
<div className="flex h-60 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
<p>
<Trans>You have no API tokens yet. Your tokens will be shown here once you create them.</Trans>
<>
<ApiTokenForm className="max-w-xl" tokens={tokens} />
<hr className="mt-8 mb-4" />
<h4 className="font-medium text-xl">
<Trans>Your existing tokens</Trans>
</h4>
{tokens && tokens.length === 0 && (
<div className="mb-4">
<p className="mt-2 text-muted-foreground text-sm italic">
<Trans>Your tokens will be shown here once you create them.</Trans>
</p>
</div>
}
skeleton={{
enable: isLoading,
rows: 3,
component: (
<>
<TableCell>
<Skeleton className="h-4 w-24 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-16 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-16 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-12 rounded-full" />
</TableCell>
</>
),
}}
/>
)}
{tokens && tokens.length > 0 && (
<div className="mt-4 flex max-w-xl flex-col gap-y-4">
{tokens.map((token) => (
<div key={token.id} className="rounded-lg border border-border p-4">
<div className="flex items-center justify-between gap-x-4">
<div>
<h5 className="text-base">{token.name}</h5>
<p className="mt-2 text-muted-foreground text-xs">
<Trans>Created on {i18n.date(token.createdAt, DateTime.DATETIME_FULL)}</Trans>
</p>
{token.expires ? (
<p className="mt-1 text-muted-foreground text-xs">
<Trans>Expires on {i18n.date(token.expires, DateTime.DATETIME_FULL)}</Trans>
</p>
) : (
<p className="mt-1 text-muted-foreground text-xs">
<Trans>Token doesn't have an expiration date</Trans>
</p>
)}
</div>
<div>
<TokenDeleteDialog token={token}>
<Button variant="destructive">
<Trans>Delete</Trans>
</Button>
</TokenDeleteDialog>
</div>
</div>
</div>
))}
</div>
)}
</>
)}
</div>
);
@@ -7,7 +7,6 @@ import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/
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';
import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
import { prisma } from '@documenso/prisma';
import { Plural } from '@lingui/react/macro';
import { UsersIcon } from 'lucide-react';
@@ -15,7 +14,6 @@ import { redirect } from 'react-router';
import { match } from 'ts-pattern';
import { Header as AuthenticatedHeader } from '~/components/general/app-header';
import { DirectTemplateInvalidPageView } from '~/components/general/direct-template/direct-template-invalid-page';
import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
@@ -72,18 +70,8 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
};
}
const recipientsWithMissingFields = getRecipientsWithMissingFields(template.recipients, template.fields);
if (recipientsWithMissingFields.length > 0) {
return {
isAccessAuthValid: true,
isTemplateMissingSignatures: true,
} as const;
}
return {
isAccessAuthValid: true,
isTemplateMissingSignatures: false,
template: {
...template,
folder: null,
@@ -108,7 +96,6 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
.then((envelopeForSigning) => {
return {
isDocumentAccessValid: true,
isTemplateMissingSignatures: false,
envelopeForSigning,
} as const;
})
@@ -121,13 +108,6 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
} as const;
}
if (error.code === AppErrorCode.MISSING_SIGNATURE_FIELD) {
return {
isDocumentAccessValid: true,
isTemplateMissingSignatures: true,
} as const;
}
throw new Response('Not Found', { status: 404 });
});
};
@@ -201,10 +181,6 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
return <DirectTemplateAuthPageView />;
}
if (data.isTemplateMissingSignatures) {
return <DirectTemplateInvalidPageView />;
}
const { template, directTemplateRecipient } = data;
return (
@@ -259,10 +235,6 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
}
if (data.isTemplateMissingSignatures) {
return <DirectTemplateInvalidPageView />;
}
const { envelope, recipient } = data.envelopeForSigning;
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -82,7 +82,7 @@ export default function WaitingForTurnToSignPage({ loaderData }: Route.Component
<RecipientBranding branding={branding} cspNonce={cspNonce} />
<div className="relative flex flex-col items-center justify-center px-4 py-12 sm:px-6 lg:px-8">
<div className="w-full max-w-md text-center">
<h2 className="font-bold text-3xl tracking-tight">
<h2 className="font-bold text-3xl tracking-tigh">
<Trans>Waiting for Your Turn</Trans>
</h2>
@@ -1,15 +1,98 @@
import { redirect } from 'react-router';
import { prisma } from '@documenso/prisma';
import { Button } from '@documenso/ui/primitives/button';
import { Trans } from '@lingui/react/macro';
import { OrganisationMemberInviteStatus } from '@prisma/client';
import { Link } from 'react-router';
import type { Route } from './+types/organisation.decline.$token';
export function loader({ params }: Route.LoaderArgs) {
export async function loader({ params }: Route.LoaderArgs) {
const { token } = params;
if (!token) {
throw redirect('/');
return {
state: 'InvalidLink',
} as const;
}
// Declining now happens on the invite page via tRPC. Redirect there with the
// `action=decline` flag so it renders the decline-only view (no accept).
throw redirect(`/organisation/invite/${token}?action=decline`);
const organisationMemberInvite = await prisma.organisationMemberInvite.findUnique({
where: {
token,
},
include: {
organisation: {
select: {
name: true,
},
},
},
});
if (!organisationMemberInvite) {
return {
state: 'InvalidLink',
} as const;
}
if (organisationMemberInvite.status !== OrganisationMemberInviteStatus.DECLINED) {
await prisma.organisationMemberInvite.update({
where: {
id: organisationMemberInvite.id,
},
data: {
status: OrganisationMemberInviteStatus.DECLINED,
},
});
}
return {
state: 'Success',
organisationName: organisationMemberInvite.organisation.name,
} as const;
}
export default function DeclineInvitationPage({ loaderData }: Route.ComponentProps) {
const data = loaderData;
if (data.state === 'InvalidLink') {
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<h1 className="font-semibold text-4xl">
<Trans>Invalid token</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>This token is invalid or has expired. No action is needed.</Trans>
</p>
<Button asChild>
<Link to="/">
<Trans>Return</Trans>
</Link>
</Button>
</div>
</div>
);
}
return (
<div className="w-screen max-w-lg px-4">
<h1 className="font-semibold text-4xl">
<Trans>Invitation declined</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>
You have declined the invitation from <strong>{data.organisationName}</strong> to join their organisation.
</Trans>
</p>
<Button asChild>
<Link to="/">
<Trans>Return to Home</Trans>
</Link>
</Button>
</div>
);
}
@@ -1,15 +1,9 @@
import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { acceptOrganisationInvitation } from '@documenso/lib/server-only/organisation/accept-organisation-invitation';
import { prisma } from '@documenso/prisma';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { Trans, useLingui } from '@lingui/react/macro';
import { OrganisationMemberInviteStatus } from '@prisma/client';
import { useState } from 'react';
import { Link, useSearchParams } from 'react-router';
import { match } from 'ts-pattern';
import { Trans } from '@lingui/react/macro';
import { Link } from 'react-router';
import type { Route } from './+types/organisation.invite.$token';
@@ -43,22 +37,6 @@ export async function loader({ params, request }: Route.LoaderArgs) {
} as const;
}
const organisationName = organisationMemberInvite.organisation.name;
if (organisationMemberInvite.status === OrganisationMemberInviteStatus.ACCEPTED) {
return {
state: 'AlreadyAccepted',
organisationName,
} as const;
}
if (organisationMemberInvite.status === OrganisationMemberInviteStatus.DECLINED) {
return {
state: 'AlreadyDeclined',
organisationName,
} as const;
}
const user = await prisma.user.findFirst({
where: {
email: {
@@ -71,13 +49,26 @@ export async function loader({ params, request }: Route.LoaderArgs) {
},
});
// Directly convert the team member invite to a team member if they already have an account.
if (user) {
await acceptOrganisationInvitation({ token: organisationMemberInvite.token });
}
if (!user) {
return {
state: 'LoginRequired',
email: organisationMemberInvite.email,
organisationName: organisationMemberInvite.organisation.name,
} as const;
}
const isSessionUserTheInvitedUser = user.id === session.user?.id;
return {
state: 'Pending',
token: organisationMemberInvite.token,
state: 'Success',
email: organisationMemberInvite.email,
organisationName,
userExists: user !== null,
isSessionUserTheInvitedUser: user !== null && user.id === session.user?.id,
organisationName: organisationMemberInvite.organisation.name,
isSessionUserTheInvitedUser,
} as const;
}
@@ -106,253 +97,57 @@ export default function AcceptInvitationPage({ loaderData }: Route.ComponentProp
);
}
if (data.state === 'AlreadyAccepted') {
if (data.state === 'LoginRequired') {
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<h1 className="font-semibold text-4xl">
<Trans>Invitation already accepted</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>
You are already a member of <strong>{data.organisationName}</strong>.
</Trans>
</p>
<Button asChild>
<Link to="/">
<Trans>Continue</Trans>
</Link>
</Button>
</div>
</div>
);
}
if (data.state === 'AlreadyDeclined') {
return <InvitationDeclined organisationName={data.organisationName} />;
}
return (
<PendingInvitation
token={data.token}
email={data.email}
organisationName={data.organisationName}
userExists={data.userExists}
isSessionUserTheInvitedUser={data.isSessionUserTheInvitedUser}
/>
);
}
type PendingInvitationProps = {
token: string;
email: string;
organisationName: string;
userExists: boolean;
isSessionUserTheInvitedUser: boolean;
};
type InvitationResult = 'idle' | 'accepted' | 'declined';
type AcceptFailureReason = 'CapExceeded' | 'SubscriptionInactive' | 'Unknown';
const PendingInvitation = ({
token,
email,
organisationName,
userExists,
isSessionUserTheInvitedUser,
}: PendingInvitationProps) => {
const { t } = useLingui();
const { toast } = useToast();
const { refreshSession } = useOptionalSession();
const [searchParams] = useSearchParams();
const actionIsDecline = searchParams.get('action') === 'decline';
const [result, setResult] = useState<InvitationResult>('idle');
const [acceptFailureReason, setAcceptFailureReason] = useState<AcceptFailureReason | null>(null);
const acceptInvitation = trpc.organisation.member.invite.accept.useMutation({
onSuccess: async () => {
await refreshSession();
setResult('accepted');
},
onError: (err) => {
const error = AppError.parseError(err);
const failureReason = match(error.code)
.with(AppErrorCode.LIMIT_EXCEEDED, () => 'CapExceeded' as const)
.with('SUBSCRIPTION_INACTIVE', () => 'SubscriptionInactive' as const)
.otherwise(() => 'Unknown' as const);
setAcceptFailureReason(failureReason);
},
});
const declineInvitation = trpc.organisation.member.invite.decline.useMutation({
onSuccess: async () => {
await refreshSession();
setResult('declined');
},
onError: () => {
toast({
title: t`Something went wrong`,
description: t`Unable to decline this invitation at this time.`,
variant: 'destructive',
duration: 10000,
});
},
});
if (result === 'accepted') {
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<h1 className="font-semibold text-4xl">
<Trans>Invitation accepted!</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>
You have accepted an invitation from <strong>{organisationName}</strong> to join their organisation.
</Trans>
</p>
{isSessionUserTheInvitedUser ? (
<Button asChild>
<Link to="/">
<Trans>Continue</Trans>
</Link>
</Button>
) : (
<Button asChild>
<Link to={`/signin#email=${encodeURIComponent(email)}`}>
<Trans>Continue to login</Trans>
</Link>
</Button>
)}
</div>
</div>
);
}
if (result === 'declined') {
return <InvitationDeclined organisationName={organisationName} />;
}
// Accepting requires an account (acceptance keys off the invited email).
// Declining does not, so we only gate account creation on the accept flow.
if (!actionIsDecline && !userExists) {
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<h1 className="font-semibold text-4xl">
<Trans>Organisation invitation</Trans>
</h1>
<p className="mt-2 text-muted-foreground text-sm">
<Trans>
You have been invited by <strong>{organisationName}</strong> to join their organisation.
</Trans>
</p>
<p className="mt-1 mb-4 text-muted-foreground text-sm">
<Trans>To accept this invitation you must create an account.</Trans>
</p>
<Button asChild>
<Link to={`/signup#email=${encodeURIComponent(email)}`}>
<Trans>Create account</Trans>
</Link>
</Button>
</div>
</div>
);
}
const isPending = acceptInvitation.isPending || declineInvitation.isPending;
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<div>
<h1 className="font-semibold text-4xl">
<Trans>Organisation invitation</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<p className="mt-2 text-muted-foreground text-sm">
<Trans>
You have been invited to join <strong>{organisationName}</strong> on Documenso.
You have been invited by <strong>{data.organisationName}</strong> to join their organisation.
</Trans>
</p>
{acceptFailureReason && (
<p className="mt-2 mb-4 text-destructive text-sm">
{match(acceptFailureReason)
.with('CapExceeded', () => (
<Trans>
<strong>{organisationName}</strong> has reached its member limit. Please contact the organisation
administrator to upgrade their plan before accepting this invitation.
</Trans>
))
.with('SubscriptionInactive', () => (
<Trans>
<strong>{organisationName}</strong> does not have an active subscription. Please contact the
organisation administrator to renew their plan before accepting this invitation.
</Trans>
))
.with('Unknown', () => (
<Trans>
We were unable to add you to <strong>{organisationName}</strong> at this time. Please try again later,
or contact the organisation administrator.
</Trans>
))
.exhaustive()}
</p>
)}
<p className="mt-1 mb-4 text-muted-foreground text-sm">
<Trans>To accept this invitation you must create an account.</Trans>
</p>
<div className="flex items-center gap-x-4">
<Button
variant="destructive"
onClick={async () => declineInvitation.mutateAsync({ token })}
loading={declineInvitation.isPending}
disabled={isPending}
>
<Trans>Decline</Trans>
</Button>
{!actionIsDecline && (
<Button
onClick={async () => acceptInvitation.mutateAsync({ token })}
loading={acceptInvitation.isPending}
disabled={isPending}
>
<Trans>Accept</Trans>
</Button>
)}
</div>
<Button asChild>
<Link to={`/signup#email=${encodeURIComponent(data.email)}`}>
<Trans>Create account</Trans>
</Link>
</Button>
</div>
</div>
);
};
);
}
const InvitationDeclined = ({ organisationName }: { organisationName: string }) => {
return (
<div className="w-screen max-w-lg px-4">
<div className="w-full">
<h1 className="font-semibold text-4xl">
<Trans>Invitation declined</Trans>
</h1>
<div>
<h1 className="font-semibold text-4xl">
<Trans>Invitation accepted!</Trans>
</h1>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>
You have declined the invitation from <strong>{organisationName}</strong> to join their organisation.
</Trans>
</p>
</div>
<p className="mt-2 mb-4 text-muted-foreground text-sm">
<Trans>
You have accepted an invitation from <strong>{data.organisationName}</strong> to join their organisation.
</Trans>
</p>
{data.isSessionUserTheInvitedUser ? (
<Button asChild>
<Link to="/">
<Trans>Continue</Trans>
</Link>
</Button>
) : (
<Button asChild>
<Link to={`/signin#email=${encodeURIComponent(data.email)}`}>
<Trans>Continue to login</Trans>
</Link>
</Button>
)}
</div>
);
};
}
@@ -32,10 +32,6 @@ export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescrip
return match(code)
.with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
.with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
.with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
title: msg`Missing signature fields`,
description: msg`This direct link template cannot be used because one or more signers do not have a signature field assigned.`,
}))
.otherwise(() => ({
title: msg`Something went wrong`,
description: msg`We were unable to submit this document at this time. Please try again later.`,
@@ -81,10 +77,6 @@ export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor
title: msg`Error`,
description: msg`The document was created but could not be sent to recipients.`,
}))
.with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
title: msg`Missing signature fields`,
description: msg`The document could not be sent because some signers do not have a signature field. Please edit the template and add a signature field for each signer.`,
}))
.with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => ({
title: msg`Error`,
description: msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,
+6 -6
View File
@@ -36,8 +36,8 @@
"@lingui/react": "^5.6.0",
"@oslojs/crypto": "^1.0.1",
"@oslojs/encoding": "^1.1.0",
"@react-router/node": "^7.18.1",
"@react-router/serve": "^7.18.1",
"@react-router/node": "^7.12.0",
"@react-router/serve": "^7.12.0",
"@simplewebauthn/browser": "^13.2.2",
"@simplewebauthn/server": "^13.2.2",
"@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
"@babel/preset-typescript": "^7.28.5",
"@lingui/babel-plugin-lingui-macro": "^5.6.0",
"@lingui/vite-plugin": "^5.6.0",
"@react-router/dev": "^7.18.1",
"@react-router/remix-routes-option-adapter": "^7.18.1",
"@react-router/dev": "^7.12.0",
"@react-router/remix-routes-option-adapter": "^7.12.0",
"@rollup/plugin-babel": "^6.1.0",
"@rollup/plugin-commonjs": "^28.0.9",
"@rollup/plugin-json": "^6.1.0",
@@ -100,11 +100,11 @@
"esbuild": "^0.27.0",
"remix-flat-routes": "^0.8.5",
"rollup": "^4.53.3",
"tsx": "^4.23.1",
"tsx": "^4.20.6",
"typescript": "5.6.2",
"vite": "^7.2.4",
"vite-plugin-babel-macros": "^1.0.6",
"vite-tsconfig-paths": "^5.1.4"
},
"version": "2.16.0"
"version": "2.14.0"
}
+28 -1
View File
@@ -1,8 +1,9 @@
import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
import { AppError } from '@documenso/lib/errors/app-error';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
import { prisma } from '@documenso/prisma';
import { sValidator } from '@hono/standard-validator';
import type { Prisma } from '@prisma/client';
@@ -11,11 +12,14 @@ import { Hono } from 'hono';
import type { HonoEnv } from '../../router';
import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
import {
isAllowedUploadContentType,
type TGetPresignedPostUrlResponse,
ZGetEnvelopeItemFileDownloadRequestParamsSchema,
ZGetEnvelopeItemFileRequestParamsSchema,
ZGetEnvelopeItemFileRequestQuerySchema,
ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
ZGetEnvelopeItemFileTokenRequestParamsSchema,
ZGetPresignedPostUrlRequestSchema,
ZUploadPdfRequestSchema,
} from './files.types';
import getEnvelopeItemPdfRoute from './routes/get-envelope-item-pdf';
@@ -57,6 +61,29 @@ export const filesRoute = new Hono<HonoEnv>()
return c.json({ error: 'Upload failed' }, 500);
}
})
.post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
const userId = await resolveFileUploadUserId(c);
if (!userId) {
return c.json({ error: 'Unauthorized' }, 401);
}
const { fileName, contentType } = c.req.valid('json');
if (!isAllowedUploadContentType(contentType)) {
return c.json({ error: 'Unsupported content type' }, 400);
}
try {
const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
} catch (err) {
console.error(err);
throw new AppError(AppErrorCode.UNKNOWN_ERROR);
}
})
.get(
'/envelope/:envelopeId/envelopeItem/:envelopeItemId',
sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),
@@ -13,6 +13,27 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
export const isAllowedUploadContentType = (contentType: string): boolean => {
const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
};
export const ZGetPresignedPostUrlRequestSchema = z.object({
fileName: z.string().min(1),
contentType: z.string().min(1),
});
export const ZGetPresignedPostUrlResponseSchema = z.object({
key: z.string().min(1),
url: z.string().min(1),
});
export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
envelopeId: z.string().min(1),
envelopeItemId: z.string().min(1),
+1
View File
@@ -105,6 +105,7 @@ app.route('/api/auth', auth);
// Files route.
app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
app.route('/api/files', filesRoute);
// AI route.
+715
View File
@@ -0,0 +1,715 @@
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+2 -2
View File
@@ -19,7 +19,7 @@ WORKDIR /app
COPY . .
RUN npm install -g "turbo@^2.10.0"
RUN npm install -g "turbo@^1.9.3"
# Outputs to the /out folder
# source: https://turbo.build/repo/docs/reference/command-line-reference/prune#--docker
@@ -79,7 +79,7 @@ COPY --from=builder /app/out/full/ .
# Finally copy the turbo.json file so that we can run turbo commands
COPY turbo.json turbo.json
RUN npm install -g "turbo@^2.10.0"
RUN npm install -g "turbo@^1.9.3"
RUN turbo run build --filter=@documenso/remix...

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