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Compare commits
| Author | SHA1 | Date | |
|---|---|---|---|
 ephraimduncan
|
c07eeba178 |
@@ -1,146 +0,0 @@
|
||||
---
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date: 2026-05-28
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title: Rejected Expired Recipient Filters
|
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---
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## Context
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Customers need to find (a) envelopes/documents in the `REJECTED` state and (b) envelopes
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with at least one recipient whose signing link has **expired**. Today the UI only exposes
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`INBOX / PENDING / COMPLETED / DRAFT / ALL` tabs, and the public API has no way to filter by
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expired recipient links — forcing a fetch-all-`PENDING`-then-inspect-each-recipient workaround.
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Two key facts from exploration shaped this plan:
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- **`REJECTED` is already fully wired in the backend** — the where-clause (`find-documents.ts`),
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stats counts (`get-stats.ts`), tRPC response schema, `ExtendedDocumentStatus` enum, and the
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`FRIENDLY_STATUS_MAP` display all handle it. It is simply absent from the UI tab array.
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- **Renewing expired links already works.** `resendDocument` refreshes `expiresAt` and clears
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`expirationNotifiedAt` for unsigned, non-CC recipients (`resend-document.ts:98-121`), exposed
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publicly via `POST /api/v2/document/redistribute` and `/api/v2/envelope/redistribute` and via the
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resend/redistribute UI dialogs. No new renew mechanism is needed — only documentation/wording.
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Expiration is a per-recipient condition (not an envelope status). The approved design models it
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in the UI as an `EXPIRED` **pseudo-status tab** (reusing the existing tab machinery, mirroring how
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`REJECTED` works) and in the public API as an orthogonal boolean `hasExpiredRecipients`. Both share
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one EXISTS predicate.
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Definition of "expired recipient" (matches `isRecipientExpired`, `packages/lib/utils/recipients.ts:118`):
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a `Recipient` with `expiresAt IS NOT NULL AND expiresAt <= now() AND signingStatus = NOT_SIGNED AND role != CC`.
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## Approach
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### A. Shared EXISTS predicate (reused 4x, justified)
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Add a local `hasExpiredRecipient(eb)` helper — modeled on the existing per-file `recipientExists` /
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`senderEmailIs` helpers — to `find-documents.ts`, `get-stats.ts`, and `find-envelopes.ts`. It is the
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single source of truth for the expired condition above (using `new Date()` for `now`, matching the
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`period` filter's `.toJSDate()` style).
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### B. REJECTED tab (UI only — backend already done)
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- `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx`: add
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`ExtendedDocumentStatus.REJECTED` to the tab array (lines 149-155). Count badge, highlight, and
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`?status=REJECTED` filtering already work via existing machinery.
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### C. EXPIRED pseudo-status (UI + internal stats)
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1. `packages/prisma/types/extended-document-status.ts`: add `EXPIRED: 'EXPIRED'`. Internal-only —
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the public `DocumentStatus` enum is unaffected. This intentionally surfaces TS errors at the three
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exhaustive/`Record<ExtendedDocumentStatus>` sites below, forcing them to be handled.
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2. `packages/lib/server-only/document/find-documents.ts`:
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- Add `.with(ExtendedDocumentStatus.EXPIRED, ...)` to **both** `applyPersonalFilters` and
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`applyTeamFilters`, mirroring the `COMPLETED` branch's access control (deleted + visibility +
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owner/recipient access) with `hasExpiredRecipient(eb)` AND-ed in. Do **not** constrain
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`Envelope.status` — the EXISTS already restricts to unsigned recipients.
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3. `packages/lib/server-only/document/get-stats.ts`:
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- Add an `expiredQuery` mirroring `pendingQuery`'s access control + `hasExpiredRecipient(eb)`.
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- Add it to the `Promise.all`, add `[ExtendedDocumentStatus.EXPIRED]: expired` to the `stats`
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record. **Do not** add `expired` to the `all` sum (it overlaps `PENDING`).
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4. `packages/trpc/server/document-router/find-documents-internal.types.ts`: add
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`[ExtendedDocumentStatus.EXPIRED]: z.number()` to the `stats` response object. (`status` already
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accepts the extended enum via `z.nativeEnum(ExtendedDocumentStatus)`.)
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5. `apps/remix/app/components/general/document/document-status.tsx`: add an `EXPIRED` entry to
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`FRIENDLY_STATUS_MAP` — `label: msg` Expired, an icon (e.g. lucide `TimerOff`, matching the
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`/sign/$token/expired` page), and a distinct color (e.g. `text-orange-500`) to differentiate from
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`REJECTED` (red).
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6. `documents._index.tsx`: add `[ExtendedDocumentStatus.EXPIRED]: 0` to the `stats` `useState`
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initializer and `ExtendedDocumentStatus.EXPIRED` to the tab array. Final order:
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`INBOX, PENDING, COMPLETED, DRAFT, REJECTED, EXPIRED, ALL`.
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7. (Optional, recommended) `apps/remix/app/components/tables/documents-table-empty-state.tsx`: add
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tailored `EXPIRED` and `REJECTED` empty-state copy (currently both fall through to `.otherwise()`).
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### D. Public API boolean `hasExpiredRecipients` (document + envelope, v2)
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1. `packages/lib/server-only/document/find-documents.ts`: add `hasExpiredRecipients?: boolean` to
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`FindDocumentsOptions`; when true, apply `.where((eb) => hasExpiredRecipient(eb))` inside
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`buildBaseQuery` (orthogonal/additive to any `status`).
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2. `packages/trpc/server/document-router/find-documents.types.ts`: add a query-safe boolean
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`hasExpiredRecipients` to `ZFindDocumentsRequestSchema` with a `.describe(...)`. Mirror the
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existing boolean-query-param handling in `find-document-audit-logs.types.ts`
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(`filterForRecentActivity`) — avoid raw `z.coerce.boolean()` (the "false" -> true footgun); use a
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string transform if needed. Pass it through in `find-documents.ts` (public handler).
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3. `packages/lib/server-only/envelope/find-envelopes.ts`: add `hasExpiredRecipients?: boolean` to
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`FindEnvelopesOptions` + the `hasExpiredRecipient(eb)` helper + the additive `.where`.
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4. `packages/trpc/server/envelope-router/find-envelopes.types.ts`: add the same param to
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`ZFindEnvelopesRequestSchema`; pass it through in the envelope-router find handler.
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The param auto-appears in the generated `/api/v2/openapi.json`.
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Note: REST v1 `GET /api/v1/documents` is deprecated and lacks status filtering — left unchanged.
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`REJECTED` is already a valid public `status` value (`DocumentStatus.REJECTED`), so no API change is
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needed for rejected filtering.
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### E. Renew expired links — documentation only
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No functional change. Document that resending renews expired links:
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- Update the `.description` in `packages/trpc/server/document-router/redistribute-document.types.ts`
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and `packages/trpc/server/envelope-router/redistribute-envelope.types.ts` to state that
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redistributing refreshes the signing-link expiration for unsigned recipients.
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- Optionally adjust resend/redistribute dialog copy
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(`apps/remix/app/components/dialogs/document-resend-dialog.tsx`,
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`envelope-redistribute-dialog.tsx`) to mention it renews expired links.
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## Files To Modify (summary)
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| Area | File |
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|------|------|
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| Enum | `packages/prisma/types/extended-document-status.ts` |
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| Where-clause + API option | `packages/lib/server-only/document/find-documents.ts` |
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| Stats counts | `packages/lib/server-only/document/get-stats.ts` |
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| Envelope find (API) | `packages/lib/server-only/envelope/find-envelopes.ts` |
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| Internal tRPC stats schema | `packages/trpc/server/document-router/find-documents-internal.types.ts` |
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| Public doc API schema + handler | `packages/trpc/server/document-router/find-documents.types.ts`, `find-documents.ts` |
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| Public envelope API schema + handler | `packages/trpc/server/envelope-router/find-envelopes.types.ts`, `find-envelopes.ts` |
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| Status display | `apps/remix/app/components/general/document/document-status.tsx` |
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| Tabs + stats init | `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx` |
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| Empty state (optional) | `apps/remix/app/components/tables/documents-table-empty-state.tsx` |
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| Renew docs | `redistribute-document.types.ts`, `redistribute-envelope.types.ts` (+ resend dialogs, optional) |
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## Reused Utilities / Patterns
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- `recipientExists` / `senderEmailIs` (per-file Kysely EXISTS helpers) — the template for the new
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`hasExpiredRecipient` helper.
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- `REJECTED` branches in `find-documents.ts` (lines 279, 416) and `rejectedQuery` in `get-stats.ts`
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(line 227) — the template for the `EXPIRED` branches / `expiredQuery`.
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- `isRecipientExpired` (`packages/lib/utils/recipients.ts:118`) — defines the `expiresAt <= now`
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semantics to match.
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- Existing tab machinery in `documents._index.tsx` (`getTabHref`, count badge, personal-org `.filter`)
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— works unchanged for the new tabs.
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- `resendDocument` / `trpc.document.redistribute` / `trpc.envelope.redistribute` — existing renew path.
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## Verification
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1. **Typecheck** (the enum change forces all exhaustive/Record sites): `npm run typecheck -w @documenso/remix`.
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2. **Seed + UI** (dev server already running): seed a team via `seedTeam`, send a document, then:
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- Reject one as a recipient -> it appears under the new **Rejected** tab with a count.
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- Force expiry (set a recipient `expiresAt` in the past, e.g. via Prisma Studio or a short
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`envelopeExpirationPeriod`) -> the doc appears under the new **Expired** tab with a count, and the
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count excludes signed/CC recipients.
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3. **Public API**: `GET /api/v2/document?hasExpiredRecipients=true` and
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`GET /api/v2/envelope?hasExpiredRecipients=true` (Bearer API token) return only envelopes with >=1
|
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expired unsigned recipient; confirm `GET /api/v2/document?status=REJECTED` works. Verify the param
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appears in `/api/v2/openapi.json`.
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4. **Renew**: on an expired doc, run resend/redistribute (UI dialog or
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`POST /api/v2/document/redistribute`) -> recipient `expiresAt` is refreshed, the doc leaves the
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Expired tab, and the signing link no longer redirects to `/sign/$token/expired`.
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5. **E2E** (optional): extend `packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts`
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with an Expired-tab assertion.
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6. Do **not** modify/commit `packages/lib/translations/*.po`; run `npm run translate` only if needed
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for new `msg`/`Trans` strings, and keep generated `.po` files out of the branch.
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## Open Questions
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- Exact icon/color for the `EXPIRED` tab (proposed: `TimerOff`, `text-orange-500`).
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- Whether to add the optional tailored empty-state copy now or defer.
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@@ -1,3 +1,3 @@
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legacy-peer-deps = true
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prefer-dedupe = true
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# min-release-age = 7
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min-release-age = 7
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+1
-1
@@ -42,8 +42,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
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| Package | Description | Port |
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| -------------------------- | -------------------------------------------------------- | ---- |
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| `@documenso/remix` | Main application - React Router (Remix) with Hono server | 3000 |
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||||
| `@documenso/documentation` | Documentation site (Next.js + Nextra) | 3002 |
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| `@documenso/openpage-api` | Public analytics API | 3003 |
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||||
| `@documenso/docs` | Documentation site | 3004 |
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|
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### Core Packages (`packages/`)
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@@ -6,8 +6,6 @@ description: Create, manage, and send documents for signing via the API.
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
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|
||||
<EnvelopeWarning />
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|
||||
<Callout type="warn">
|
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This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
|
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see the [OpenAPI Reference](https://openapi.documenso.com).
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@@ -32,9 +30,9 @@ A document object contains the following properties:
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| --------------- | -------------- | -------------------------------------------------------------- |
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| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
|
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| `type` | string | `DOCUMENT` or `TEMPLATE` |
|
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| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED` |
|
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| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
|
||||
| `title` | string | Document title |
|
||||
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` |
|
||||
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `API` |
|
||||
| `visibility` | string | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE` |
|
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| `externalId` | string \| null | Your custom identifier for the document |
|
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| `createdAt` | string | ISO 8601 timestamp |
|
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@@ -53,7 +51,7 @@ A document object contains the following properties:
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"id": "envelope_abc123xyz",
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"type": "DOCUMENT",
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"status": "PENDING",
|
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"source": "DOCUMENT",
|
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"source": "API",
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"visibility": "EVERYONE",
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"title": "Service Agreement",
|
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"externalId": "contract-2025-001",
|
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@@ -73,13 +71,13 @@ A document object contains the following properties:
|
||||
],
|
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"fields": [
|
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{
|
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"id": 123,
|
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"id": "field_123",
|
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"type": "SIGNATURE",
|
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"page": 1,
|
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"positionX": "10",
|
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"positionY": "80",
|
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"width": "30",
|
||||
"height": "5",
|
||||
"positionX": 10,
|
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"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5,
|
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"recipientId": 1
|
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}
|
||||
],
|
||||
@@ -99,8 +97,6 @@ A document object contains the following properties:
|
||||
}
|
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```
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|
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Field position and size values are stored as decimals and serialized as strings in API responses.
|
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|
||||
## List Documents
|
||||
|
||||
Retrieve a paginated list of documents.
|
||||
@@ -116,7 +112,7 @@ GET /envelope
|
||||
| `page` | integer | Page number (default: 1) |
|
||||
| `perPage` | integer | Results per page (default: 10, max: 100) |
|
||||
| `type` | string | Filter by `DOCUMENT` or `TEMPLATE` |
|
||||
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
|
||||
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` |
|
||||
| `source` | string | Filter by creation source |
|
||||
| `folderId` | string | Filter by folder ID |
|
||||
| `orderByColumn` | string | Sort field (only `createdAt` supported) |
|
||||
@@ -156,8 +152,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
|
||||
},
|
||||
});
|
||||
|
||||
const { data, count } = await response.json();
|
||||
console.log(`Found ${count} documents`);
|
||||
const { data, pagination } = await response.json();
|
||||
console.log(`Found ${pagination.totalItems} documents`);
|
||||
|
||||
// Filter by status
|
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const pendingResponse = await fetch(
|
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@@ -199,10 +195,12 @@ const pendingDocs = await pendingResponse.json();
|
||||
]
|
||||
}
|
||||
],
|
||||
"count": 42,
|
||||
"currentPage": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 5
|
||||
"pagination": {
|
||||
"page": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 5,
|
||||
"totalItems": 42
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
@@ -628,72 +626,6 @@ The response includes signing URLs for each recipient:
|
||||
|
||||
---
|
||||
|
||||
## Cancel Document
|
||||
|
||||
Cancel a pending document. This changes its status from `PENDING` to `CANCELLED`.
|
||||
|
||||
```
|
||||
POST /envelope/cancel
|
||||
```
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ----------------------------------- |
|
||||
| `envelopeId` | string | Yes | Document ID |
|
||||
| `reason` | string | No | Reason for cancelling the document |
|
||||
|
||||
### Code Examples
|
||||
|
||||
<Tabs items={['curl', 'TypeScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/cancel" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abc123",
|
||||
"reason": "The agreement is no longer needed."
|
||||
}'
|
||||
```
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/cancel', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abc123',
|
||||
reason: 'The agreement is no longer needed.',
|
||||
}),
|
||||
});
|
||||
|
||||
const { success } = await response.json();
|
||||
```
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### Response
|
||||
|
||||
```json
|
||||
{
|
||||
"success": true
|
||||
}
|
||||
```
|
||||
|
||||
### Behavior
|
||||
|
||||
- Only documents in `PENDING` status can be cancelled. Other statuses return `400`.
|
||||
- Cancellation is not idempotent. Cancelling the same document again returns `400`.
|
||||
- The document owner and team members with `MANAGER` or higher permissions can cancel it. Requests for documents you cannot view return `404`; requests for visible documents without sufficient permissions return `401`.
|
||||
- A successful cancellation fires the `DOCUMENT_CANCELLED` webhook.
|
||||
- Cancellation emails are sent only to eligible non-CC, non-rejected recipients who were sent or opened the document.
|
||||
|
||||
---
|
||||
|
||||
## Delete Document
|
||||
|
||||
Delete a document. Completed documents cannot be deleted.
|
||||
@@ -736,7 +668,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
|
||||
|
||||
const { success } = await response.json();
|
||||
|
||||
```
|
||||
````
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
@@ -746,7 +678,7 @@ const { success } = await response.json();
|
||||
{
|
||||
"success": true
|
||||
}
|
||||
```
|
||||
````
|
||||
|
||||
---
|
||||
|
||||
@@ -760,11 +692,9 @@ POST /envelope/get-many
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
|
||||
| `ids` | object | Yes | ID selector containing `type` and `ids` |
|
||||
| `ids.type` | string | Yes | `envelopeId`, `documentId`, or `templateId` |
|
||||
| `ids.ids` | array | Yes | 1-20 IDs: strings for `envelopeId`; numbers for `documentId` or `templateId` |
|
||||
| Field | Type | Required | Description |
|
||||
| ------------- | ----- | -------- | --------------------- |
|
||||
| `envelopeIds` | array | Yes | Array of document IDs |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -775,17 +705,12 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"ids": {
|
||||
"type": "envelopeId",
|
||||
"ids": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
|
||||
}
|
||||
"envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
|
||||
}'
|
||||
```
|
||||
</Tab>
|
||||
<Tab value="TypeScript">
|
||||
```typescript
|
||||
const requestedIds = ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'];
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
@@ -793,36 +718,16 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
ids: {
|
||||
type: 'envelopeId',
|
||||
ids: requestedIds,
|
||||
},
|
||||
envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
|
||||
}),
|
||||
});
|
||||
|
||||
const { data } = await response.json();
|
||||
const documents = await response.json();
|
||||
|
||||
```
|
||||
````
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### Response
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
{
|
||||
"id": "envelope_abc123",
|
||||
"type": "DOCUMENT",
|
||||
"status": "PENDING",
|
||||
"title": "Service Agreement"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
The endpoint silently omits envelopes you cannot access instead of returning `404`. Compare `data.length` with `requestedIds.length` to detect omissions.
|
||||
|
||||
---
|
||||
|
||||
## Document Statuses
|
||||
@@ -833,7 +738,6 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
|
||||
| `PENDING` | Document has been sent. Waiting for recipients to sign. |
|
||||
| `COMPLETED` | All recipients have signed. Document is sealed. |
|
||||
| `REJECTED` | A recipient rejected the document. |
|
||||
| `CANCELLED` | The document was cancelled by its owner or a team member with `MANAGER` or higher permissions. |
|
||||
|
||||
### Status Transitions
|
||||
|
||||
@@ -841,13 +745,11 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
|
||||
flowchart LR
|
||||
DRAFT --> PENDING --> COMPLETED
|
||||
PENDING --> REJECTED
|
||||
PENDING --> CANCELLED
|
||||
```
|
||||
|
||||
- **DRAFT to PENDING**: Call the distribute endpoint
|
||||
- **PENDING to COMPLETED**: All recipients complete their signing
|
||||
- **PENDING to REJECTED**: A recipient rejects the document
|
||||
- **PENDING to CANCELLED**: The document owner or a team member with `MANAGER` or higher permissions cancels the document
|
||||
|
||||
<Callout type="warn">
|
||||
You cannot modify recipients or fields after a document moves to `PENDING` status.
|
||||
@@ -869,8 +771,8 @@ flowchart LR
|
||||
| Parameter | Values | Description |
|
||||
| ---------- | ------------------------------------------- | ------------------------- |
|
||||
| `type` | `DOCUMENT`, `TEMPLATE` | Filter by envelope type |
|
||||
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status |
|
||||
| `source` | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` | Filter by creation source |
|
||||
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status |
|
||||
| `source` | `DOCUMENT`, `TEMPLATE`, `API` | Filter by creation source |
|
||||
| `folderId` | string | Filter by folder |
|
||||
|
||||
### Sorting
|
||||
@@ -896,10 +798,10 @@ async function getAllPendingDocuments() {
|
||||
},
|
||||
);
|
||||
|
||||
const { data, currentPage, totalPages } = await response.json();
|
||||
const { data, pagination } = await response.json();
|
||||
documents.push(...data);
|
||||
|
||||
hasMore = currentPage < totalPages;
|
||||
hasMore = page < pagination.totalPages;
|
||||
page++;
|
||||
}
|
||||
|
||||
|
||||
@@ -19,13 +19,13 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
| `secondaryId` | string | Secondary identifier for audit logs |
|
||||
| `type` | string | Field type (see [Field Types](#field-types)) |
|
||||
| `recipientId` | number | ID of the recipient assigned to this field |
|
||||
| `envelopeId` | string | ID of the parent envelope |
|
||||
| `envelopeId` | number | ID of the parent envelope |
|
||||
| `envelopeItemId` | string | ID of the PDF item the field is placed on |
|
||||
| `page` | number | Page number (1-indexed) |
|
||||
| `positionX` | string | X coordinate as percentage (0-100), a decimal serialized as a string |
|
||||
| `positionY` | string | Y coordinate as percentage (0-100), a decimal serialized as a string |
|
||||
| `width` | string | Width as percentage of page (0-100), a decimal serialized as a string |
|
||||
| `height` | string | Height as percentage of page (0-100), a decimal serialized as a string |
|
||||
| `positionX` | number | X coordinate as percentage (0-100) |
|
||||
| `positionY` | number | Y coordinate as percentage (0-100) |
|
||||
| `width` | number | Width as percentage of page (0-100) |
|
||||
| `height` | number | Height as percentage of page (0-100) |
|
||||
| `customText` | string | Value entered by the recipient |
|
||||
| `inserted` | boolean | Whether the field has been completed |
|
||||
| `fieldMeta` | object \| null | Type-specific configuration options |
|
||||
@@ -38,19 +38,18 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
||||
"secondaryId": "field_abc123",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 123,
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"envelopeId": 789,
|
||||
"envelopeItemId": "envelope_item_xyz",
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "80",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5,
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"required": true,
|
||||
"overflow": "auto"
|
||||
"required": true
|
||||
}
|
||||
}
|
||||
```
|
||||
@@ -135,10 +134,10 @@ POST /envelope/field/create-many
|
||||
|
||||
### Request Body
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ------------------------------- |
|
||||
| `envelopeId` | string | Yes | The envelope ID |
|
||||
| `data` | array | Yes | Array of field configurations |
|
||||
| Field | Type | Required | Description |
|
||||
| ----------- | ------ | -------- | ------------------------------- |
|
||||
| `documentId`| number | Yes | The document ID |
|
||||
| `fields` | array | Yes | Array of field configurations |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -149,32 +148,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"data": [
|
||||
"documentId": 123,
|
||||
"fields": [
|
||||
{
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"pageNumber": 1,
|
||||
"pageX": 10,
|
||||
"pageY": 80,
|
||||
"width": 30,
|
||||
"height": 5
|
||||
},
|
||||
{
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 50,
|
||||
"positionY": 80,
|
||||
"pageNumber": 1,
|
||||
"pageX": 50,
|
||||
"pageY": 80,
|
||||
"width": 20,
|
||||
"height": 3
|
||||
},
|
||||
{
|
||||
"type": "TEXT",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": 10,
|
||||
"positionY": 70,
|
||||
"pageNumber": 1,
|
||||
"pageX": 10,
|
||||
"pageY": 70,
|
||||
"width": 40,
|
||||
"height": 4,
|
||||
"fieldMeta": {
|
||||
@@ -200,32 +199,32 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
data: [
|
||||
documentId: 123,
|
||||
fields: [
|
||||
{
|
||||
type: 'SIGNATURE',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 80,
|
||||
width: 30,
|
||||
height: 5,
|
||||
},
|
||||
{
|
||||
type: 'DATE',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 80,
|
||||
width: 20,
|
||||
height: 3,
|
||||
},
|
||||
{
|
||||
type: 'TEXT',
|
||||
recipientId: 456,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 70,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 70,
|
||||
width: 40,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -240,8 +239,8 @@ const response = await fetch(
|
||||
}
|
||||
);
|
||||
|
||||
const { data } = await response.json();
|
||||
console.log(`Created ${data.length} fields`);
|
||||
const { fields } = await response.json();
|
||||
console.log(`Created ${fields.length} fields`);
|
||||
|
||||
````
|
||||
</Tab>
|
||||
@@ -251,68 +250,36 @@ console.log(`Created ${data.length} fields`);
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
"fields": [
|
||||
{
|
||||
"id": 101,
|
||||
"secondaryId": "field_abc123",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "80",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"fontSize": 18,
|
||||
"overflow": "auto"
|
||||
}
|
||||
"positionX": 10,
|
||||
"positionY": 80,
|
||||
"width": 30,
|
||||
"height": 5
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"secondaryId": "field_def456",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "50",
|
||||
"positionY": "80",
|
||||
"width": "20",
|
||||
"height": "3",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "date",
|
||||
"fontSize": 12,
|
||||
"textAlign": "left",
|
||||
"overflow": "auto"
|
||||
}
|
||||
"positionX": 50,
|
||||
"positionY": 80,
|
||||
"width": 20,
|
||||
"height": 3
|
||||
},
|
||||
{
|
||||
"id": 103,
|
||||
"secondaryId": "field_ghi789",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "TEXT",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "70",
|
||||
"width": "40",
|
||||
"height": "4",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "text",
|
||||
"label": "Job Title",
|
||||
"placeholder": "Enter your job title",
|
||||
"required": true
|
||||
}
|
||||
"positionX": 10,
|
||||
"positionY": 70,
|
||||
"width": 40,
|
||||
"height": 4
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -332,8 +299,8 @@ POST /envelope/field/update-many
|
||||
|
||||
| Field | Type | Required | Description |
|
||||
| ------------ | ------ | -------- | ----------------------------- |
|
||||
| `envelopeId` | string | Yes | The envelope ID |
|
||||
| `data` | array | Yes | Array of field update objects |
|
||||
| `documentId` | number | Yes | The document ID |
|
||||
| `fields` | array | Yes | Array of field update objects |
|
||||
|
||||
### Code Examples
|
||||
|
||||
@@ -344,17 +311,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
|
||||
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"data": [
|
||||
"documentId": 123,
|
||||
"fields": [
|
||||
{
|
||||
"id": 101,
|
||||
"type": "SIGNATURE",
|
||||
"positionY": 85
|
||||
"pageY": 85
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"type": "DATE",
|
||||
"positionY": 85
|
||||
"pageY": 85
|
||||
}
|
||||
]
|
||||
}'
|
||||
@@ -371,16 +338,16 @@ const response = await fetch(
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({
|
||||
envelopeId: 'envelope_abcdefhiklmnorst',
|
||||
data: [
|
||||
{ id: 101, type: 'SIGNATURE', positionY: 85 },
|
||||
{ id: 102, type: 'DATE', positionY: 85 },
|
||||
documentId: 123,
|
||||
fields: [
|
||||
{ id: 101, type: 'SIGNATURE', pageY: 85 },
|
||||
{ id: 102, type: 'DATE', pageY: 85 },
|
||||
],
|
||||
}),
|
||||
}
|
||||
);
|
||||
|
||||
const { data } = await response.json();
|
||||
const { fields } = await response.json();
|
||||
|
||||
````
|
||||
</Tab>
|
||||
@@ -390,48 +357,9 @@ const { data } = await response.json();
|
||||
|
||||
```json
|
||||
{
|
||||
"data": [
|
||||
{
|
||||
"id": 101,
|
||||
"secondaryId": "field_abc123",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "SIGNATURE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "10",
|
||||
"positionY": "85",
|
||||
"width": "30",
|
||||
"height": "5",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "signature",
|
||||
"fontSize": 18,
|
||||
"overflow": "auto"
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 102,
|
||||
"secondaryId": "field_def456",
|
||||
"envelopeId": "envelope_abcdefhiklmnorst",
|
||||
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
|
||||
"type": "DATE",
|
||||
"recipientId": 456,
|
||||
"page": 1,
|
||||
"positionX": "50",
|
||||
"positionY": "85",
|
||||
"width": "20",
|
||||
"height": "3",
|
||||
"customText": "",
|
||||
"inserted": false,
|
||||
"fieldMeta": {
|
||||
"type": "date",
|
||||
"fontSize": 12,
|
||||
"textAlign": "left",
|
||||
"overflow": "auto"
|
||||
}
|
||||
}
|
||||
"fields": [
|
||||
{ "id": 101, "type": "SIGNATURE", "positionY": 85 },
|
||||
{ "id": 102, "type": "DATE", "positionY": 85 }
|
||||
]
|
||||
}
|
||||
````
|
||||
@@ -515,8 +443,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
|
||||
(0,0) ─────────────────────────── (100,0)
|
||||
│ │
|
||||
│ ┌─────────┐ │
|
||||
│ │ Field │ (positionX: 10, │
|
||||
│ │ │ positionY: 20, │
|
||||
│ │ Field │ (pageX: 10, │
|
||||
│ │ │ pageY: 20, │
|
||||
│ └─────────┘ width: 30, │
|
||||
│ height: 5) │
|
||||
│ │
|
||||
@@ -529,9 +457,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
|
||||
const field = {
|
||||
type: 'SIGNATURE',
|
||||
recipientId: 123,
|
||||
page: 1,
|
||||
positionX: 60, // 60% from left
|
||||
positionY: 85, // 85% from top (near bottom)
|
||||
pageNumber: 1,
|
||||
pageX: 60, // 60% from left
|
||||
pageY: 85, // 85% from top (near bottom)
|
||||
width: 30, // 30% of page width
|
||||
height: 8, // 8% of page height
|
||||
};
|
||||
@@ -715,15 +643,15 @@ All field types support these base options:
|
||||
Create a document with a signature block containing multiple field types:
|
||||
|
||||
```typescript
|
||||
async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
const data = [
|
||||
async function addSignatureBlock(documentId: number, recipientId: number) {
|
||||
const fields = [
|
||||
// Signature
|
||||
{
|
||||
type: 'SIGNATURE',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 80,
|
||||
width: 30,
|
||||
height: 8,
|
||||
fieldMeta: {
|
||||
@@ -735,9 +663,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'NAME',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 10,
|
||||
positionY: 90,
|
||||
pageNumber: 1,
|
||||
pageX: 10,
|
||||
pageY: 90,
|
||||
width: 30,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -749,9 +677,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'DATE',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 80,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 80,
|
||||
width: 20,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -763,9 +691,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
{
|
||||
type: 'TEXT',
|
||||
recipientId,
|
||||
page: 1,
|
||||
positionX: 50,
|
||||
positionY: 90,
|
||||
pageNumber: 1,
|
||||
pageX: 50,
|
||||
pageY: 90,
|
||||
width: 30,
|
||||
height: 4,
|
||||
fieldMeta: {
|
||||
@@ -782,7 +710,7 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
|
||||
Authorization: 'api_xxxxxxxxxxxxxxxx',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId, data }),
|
||||
body: JSON.stringify({ documentId, fields }),
|
||||
});
|
||||
|
||||
return response.json();
|
||||
|
||||
@@ -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` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
|
||||
| `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` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
|
||||
| `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:
|
||||
@@ -78,10 +76,12 @@ A successful response returns a list of your documents (envelopes):
|
||||
"createdAt": "2025-01-15T10:30:00.000Z"
|
||||
}
|
||||
],
|
||||
"count": 1,
|
||||
"currentPage": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 1
|
||||
"pagination": {
|
||||
"page": 1,
|
||||
"perPage": 10,
|
||||
"totalPages": 1,
|
||||
"totalItems": 1
|
||||
}
|
||||
}
|
||||
````
|
||||
|
||||
@@ -226,12 +226,9 @@ After creating a document, it's in `DRAFT` status. To send it to recipients, use
|
||||
<Tabs items={['curl', 'JavaScript']}>
|
||||
<Tab value="curl">
|
||||
```bash
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
|
||||
curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribute" \
|
||||
-H "Authorization: YOUR_API_TOKEN" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"envelopeId": "envelope_abc123"
|
||||
}'
|
||||
-H "Content-Type: application/json"
|
||||
````
|
||||
|
||||
</Tab>
|
||||
@@ -239,14 +236,16 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
|
||||
```javascript
|
||||
const envelopeId = 'envelope_abc123';
|
||||
|
||||
const response = await fetch('https://app.documenso.com/api/v2/envelope/distribute', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'YOUR_API_TOKEN',
|
||||
'Content-Type': 'application/json',
|
||||
const response = await fetch(
|
||||
`https://app.documenso.com/api/v2/envelope/${envelopeId}/distribute`,
|
||||
{
|
||||
method: 'POST',
|
||||
headers: {
|
||||
Authorization: 'YOUR_API_TOKEN',
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
},
|
||||
body: JSON.stringify({ envelopeId }),
|
||||
});
|
||||
);
|
||||
|
||||
const data = await response.json();
|
||||
console.log('Document sent:', data);
|
||||
@@ -336,14 +335,16 @@ async function createAndSendDocument(pdfPath, recipientEmail, recipientName) {
|
||||
console.log('Created envelope:', envelope.id);
|
||||
|
||||
// Step 2: Send the document for signing
|
||||
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Authorization': API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify({ envelopeId: envelope.id }),
|
||||
});
|
||||
const distributeResponse = await fetch(
|
||||
`${BASE_URL}/envelope/${envelope.id}/distribute`,
|
||||
{
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Authorization': API_TOKEN,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
}
|
||||
);
|
||||
|
||||
if (!distributeResponse.ok) {
|
||||
const error = await distributeResponse.json();
|
||||
@@ -419,12 +420,9 @@ echo "Created envelope: ${ENVELOPE_ID}"
|
||||
# Step 2: Send the document for signing
|
||||
|
||||
echo "Sending document..."
|
||||
curl -s -X POST "${BASE_URL}/envelope/distribute" \
|
||||
curl -s -X POST "${BASE_URL}/envelope/${ENVELOPE_ID}/distribute" \
|
||||
-H "Authorization: ${API_TOKEN}" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d "{
|
||||
\"envelopeId\": \"${ENVELOPE_ID}\"
|
||||
}"
|
||||
-H "Content-Type: application/json"
|
||||
|
||||
echo "Document sent for signing!"
|
||||
|
||||
@@ -441,7 +439,7 @@ The API returns standard HTTP status codes and JSON error responses:
|
||||
| `400` | Bad request - check your request payload |
|
||||
| `401` | Unauthorized - invalid or missing API token |
|
||||
| `404` | Not found - resource doesn't exist |
|
||||
| `429` | Rate limited - wait for the duration in the `Retry-After` header |
|
||||
| `429` | Rate limited - wait 60 seconds and retry |
|
||||
| `500` | Server error - retry or contact support |
|
||||
|
||||
### Error Response Format
|
||||
@@ -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. Every response includes `X-RateLimit-Remaining` and `X-RateLimit-Reset` (an epoch timestamp in seconds). When you receive a `429` response, read the `Retry-After` header and wait for that many seconds before retrying. See [Error Handling Patterns](/docs/developers/examples/common-workflows#error-handling-patterns) for a more complete retry strategy.
|
||||
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) {
|
||||
@@ -493,9 +491,8 @@ async function fetchWithRetry(url, options, maxRetries = 3) {
|
||||
const response = await fetch(url, options);
|
||||
|
||||
if (response.status === 429) {
|
||||
const retryAfterSeconds = Number.parseInt(response.headers.get('Retry-After') ?? '1', 10);
|
||||
console.log(`Rate limited, waiting ${retryAfterSeconds} seconds...`);
|
||||
await new Promise((resolve) => setTimeout(resolve, retryAfterSeconds * 1000));
|
||||
console.log('Rate limited, waiting 60 seconds...');
|
||||
await new Promise((resolve) => setTimeout(resolve, 60000));
|
||||
continue;
|
||||
}
|
||||
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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.
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -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"
|
||||
}
|
||||
|
||||
@@ -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>
|
||||
);
|
||||
}
|
||||
@@ -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>
|
||||
);
|
||||
};
|
||||
@@ -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>
|
||||
|
||||
@@ -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}
|
||||
|
||||
@@ -155,7 +155,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
|
||||
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
|
||||
{trigger ?? (
|
||||
<Button className="flex-shrink-0" variant="secondary">
|
||||
<Trans>Create team</Trans>
|
||||
<Trans>Create Team</Trans>
|
||||
</Button>
|
||||
)}
|
||||
</DialogTrigger>
|
||||
@@ -163,7 +163,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
|
||||
<DialogContent position="center">
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
<Trans>Create team</Trans>
|
||||
<Trans>Create Team</Trans>
|
||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
|
||||
@@ -79,7 +79,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
|
||||
|
||||
toast({
|
||||
title: t`Success`,
|
||||
description: t`Team members have been added.`,
|
||||
description: t`Team groups have been added.`,
|
||||
duration: 5000,
|
||||
});
|
||||
|
||||
@@ -87,7 +87,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
|
||||
} catch {
|
||||
toast({
|
||||
title: t`An unknown error occurred`,
|
||||
description: t`We encountered an unknown error while attempting to add team members. Please try again later.`,
|
||||
description: t`We encountered an unknown error while attempting to add the groups. Please try again later.`,
|
||||
variant: 'destructive',
|
||||
});
|
||||
}
|
||||
@@ -134,7 +134,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
|
||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
<Trans>Configure the team roles for each group</Trans>
|
||||
<Trans>Configure the team roles for each group.</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
))
|
||||
@@ -260,7 +260,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
|
||||
</Button>
|
||||
|
||||
<Button type="submit" loading={form.formState.isSubmitting}>
|
||||
<Trans>Create Groups</Trans>
|
||||
<Trans>Add Groups</Trans>
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</>
|
||||
|
||||
@@ -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>
|
||||
|
||||
@@ -106,7 +106,7 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
|
||||
<Trans>Create webhook</Trans>
|
||||
</DialogTitle>
|
||||
<DialogDescription>
|
||||
<Trans>On this page, you can create a new webhook.</Trans>
|
||||
<Trans>Receive real-time notifications when document events occur.</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
|
||||
@@ -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,
|
||||
|
||||
@@ -7,7 +7,6 @@ import {
|
||||
} 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';
|
||||
@@ -24,7 +23,6 @@ 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';
|
||||
|
||||
@@ -76,7 +74,6 @@ 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 +96,6 @@ 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 '';
|
||||
@@ -436,7 +397,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`background-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.background}
|
||||
@@ -460,7 +420,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`foreground-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.foreground}
|
||||
@@ -484,7 +443,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`primary-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.primary}
|
||||
@@ -508,7 +466,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`primary-foreground-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
|
||||
@@ -532,7 +489,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`border-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.border}
|
||||
@@ -556,7 +512,6 @@ export function BrandingPreferencesForm({
|
||||
</FormDescription>
|
||||
<FormControl>
|
||||
<ColorPicker
|
||||
key={`ring-${colorPickerKey}`}
|
||||
nonce={nonce}
|
||||
value={field.value ?? ''}
|
||||
defaultValue={DEFAULT_BRAND_COLORS.ring}
|
||||
@@ -638,15 +593,6 @@ 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);
|
||||
@@ -189,7 +162,7 @@ export const DocumentPreferencesForm = ({
|
||||
return (
|
||||
<Form {...form}>
|
||||
<form onSubmit={handleFormSubmit}>
|
||||
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
{!isPersonalLayoutMode && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
@@ -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>
|
||||
|
||||
@@ -75,7 +75,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
|
||||
return (
|
||||
<Form {...form}>
|
||||
<form onSubmit={handleFormSubmit}>
|
||||
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
{organisation.organisationClaim.flags.emailDomains && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
|
||||
@@ -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>
|
||||
|
||||
@@ -96,7 +96,7 @@ export const SignUpForm = ({
|
||||
password: '',
|
||||
signature: '',
|
||||
},
|
||||
mode: 'onChange',
|
||||
mode: 'onBlur',
|
||||
resolver: zodResolver(ZSignUpFormSchema),
|
||||
});
|
||||
|
||||
|
||||
@@ -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>
|
||||
);
|
||||
};
|
||||
@@ -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;
|
||||
};
|
||||
@@ -1,23 +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`,
|
||||
|
||||
+1
-1
@@ -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',
|
||||
{
|
||||
|
||||
@@ -54,7 +54,6 @@ 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';
|
||||
|
||||
@@ -239,8 +238,6 @@ export const EnvelopeEditorFieldsPage = () => {
|
||||
}
|
||||
/>
|
||||
|
||||
<EnvelopeEditorInvalidDirectTemplateAlert />
|
||||
|
||||
{/* Document View */}
|
||||
<div className="mt-4 flex h-full flex-col items-center justify-center">
|
||||
{envelope.recipients.length === 0 && (
|
||||
|
||||
-55
@@ -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>
|
||||
|
||||
+44
-71
@@ -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>
|
||||
|
||||
|
||||
@@ -1,137 +0,0 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
|
||||
import type { HTMLAttributes } from 'react';
|
||||
import { Link, useLocation } from 'react-router';
|
||||
|
||||
export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
|
||||
|
||||
export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
|
||||
const { pathname } = useLocation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
return (
|
||||
<div className={cn('flex flex-col gap-y-2', className)} {...props}>
|
||||
<Link to="/settings/profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
|
||||
>
|
||||
<User className="mr-2 h-5 w-5" />
|
||||
<Trans>Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{isPersonalLayoutMode && (
|
||||
<>
|
||||
<Link to="/settings/document">
|
||||
<Button variant="ghost" className={cn('w-full justify-start')}>
|
||||
<Settings2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/document">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Document</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/branding">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Branding</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/email">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Email</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/public-profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
|
||||
>
|
||||
<Globe2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Public Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/tokens">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
|
||||
>
|
||||
<BracesIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>API Tokens</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/webhooks">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
|
||||
>
|
||||
<WebhookIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Webhooks</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</>
|
||||
)}
|
||||
|
||||
<Link to="/settings/organisations">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
|
||||
>
|
||||
<Users className="mr-2 h-5 w-5" />
|
||||
<Trans>Organisations</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
|
||||
<Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
|
||||
>
|
||||
<CreditCardIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Billing</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
)}
|
||||
|
||||
<Link to="/settings/security">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
|
||||
>
|
||||
<Lock className="mr-2 h-5 w-5" />
|
||||
<Trans>Security</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -1,144 +0,0 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import {
|
||||
BracesIcon,
|
||||
CreditCardIcon,
|
||||
Globe2Icon,
|
||||
Lock,
|
||||
MailIcon,
|
||||
PaletteIcon,
|
||||
Settings2Icon,
|
||||
User,
|
||||
Users,
|
||||
WebhookIcon,
|
||||
} from 'lucide-react';
|
||||
import type { HTMLAttributes } from 'react';
|
||||
import { Link, useLocation } from 'react-router';
|
||||
|
||||
export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
|
||||
|
||||
export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
|
||||
const { pathname } = useLocation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
return (
|
||||
<div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
|
||||
<Link to="/settings/profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
|
||||
>
|
||||
<User className="mr-2 h-5 w-5" />
|
||||
<Trans>Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{isPersonalLayoutMode && (
|
||||
<>
|
||||
<Link to="/settings/document">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
|
||||
>
|
||||
<Settings2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Document Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/branding">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
|
||||
>
|
||||
<PaletteIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Branding Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/email">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
|
||||
>
|
||||
<MailIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Email Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/public-profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
|
||||
>
|
||||
<Globe2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Public Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/tokens">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
|
||||
>
|
||||
<BracesIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>API Tokens</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/webhooks">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
|
||||
>
|
||||
<WebhookIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Webhooks</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</>
|
||||
)}
|
||||
|
||||
<Link to="/settings/organisations">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
|
||||
>
|
||||
<Users className="mr-2 h-5 w-5" />
|
||||
<Trans>Organisations</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
|
||||
<Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
|
||||
>
|
||||
<CreditCardIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Billing</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
)}
|
||||
|
||||
<Link to="/settings/security">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
|
||||
>
|
||||
<Lock className="mr-2 h-5 w-5" />
|
||||
<Trans>Security</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -0,0 +1,62 @@
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
import { NavLink } from 'react-router';
|
||||
|
||||
export type SettingsNavRoute = {
|
||||
path: string;
|
||||
label: string;
|
||||
icon?: LucideIcon;
|
||||
/**
|
||||
* Renders the route as a non-interactive group label, only visible on desktop.
|
||||
*/
|
||||
isSectionLabel?: boolean;
|
||||
/**
|
||||
* Indents the route under the preceding section label on desktop.
|
||||
*/
|
||||
isSubNav?: boolean;
|
||||
/**
|
||||
* Only mark the route as active on an exact path match.
|
||||
*/
|
||||
end?: boolean;
|
||||
};
|
||||
|
||||
export type SettingsNavProps = {
|
||||
routes: SettingsNavRoute[];
|
||||
className?: string;
|
||||
};
|
||||
|
||||
export const SettingsNav = ({ routes, className }: SettingsNavProps) => {
|
||||
return (
|
||||
<nav
|
||||
className={cn(
|
||||
'flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
className,
|
||||
)}
|
||||
>
|
||||
{routes.map((route) =>
|
||||
route.isSectionLabel ? (
|
||||
<div
|
||||
key={`${route.path}-${route.label}`}
|
||||
className="flex h-10 w-full items-center px-4 font-medium text-sm max-md:hidden"
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
{route.label}
|
||||
</div>
|
||||
) : (
|
||||
<NavLink
|
||||
key={`${route.path}-${route.label}`}
|
||||
to={route.path}
|
||||
end={route.end}
|
||||
className={cn('group justify-start md:w-full', route.isSubNav && 'md:pl-8')}
|
||||
>
|
||||
<Button variant="ghost" className="w-full justify-start group-aria-[current]:bg-secondary">
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
{route.label}
|
||||
</Button>
|
||||
</NavLink>
|
||||
),
|
||||
)}
|
||||
</nav>
|
||||
);
|
||||
};
|
||||
@@ -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.`,
|
||||
|
||||
@@ -102,7 +102,9 @@ export const OrganisationEmailDomainsDataTable = () => {
|
||||
cell: ({ row }) => (
|
||||
<div className="flex justify-end space-x-2">
|
||||
<Button asChild variant="outline">
|
||||
<Link to={`/o/${organisation.url}/settings/email-domains/${row.original.id}`}>Manage</Link>
|
||||
<Link to={`/o/${organisation.url}/settings/email-domains/${row.original.id}`}>
|
||||
<Trans>Manage</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
|
||||
<OrganisationEmailDomainDeleteDialog
|
||||
|
||||
@@ -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
@@ -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__ = ${JSON.stringify(publicEnv)}`,
|
||||
}}
|
||||
/>
|
||||
|
||||
|
||||
@@ -1,7 +1,6 @@
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
@@ -13,11 +12,12 @@ import {
|
||||
Settings2Icon,
|
||||
ShieldCheckIcon,
|
||||
Users2Icon,
|
||||
UsersIcon,
|
||||
} from 'lucide-react';
|
||||
import { FaUsers } from 'react-icons/fa6';
|
||||
import { Link, NavLink, Outlet } from 'react-router';
|
||||
import { Link, Outlet } from 'react-router';
|
||||
|
||||
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
@@ -30,7 +30,7 @@ export default function SettingsLayout() {
|
||||
const isBillingEnabled = IS_BILLING_ENABLED();
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
const organisationSettingRoutes = [
|
||||
const organisationSettingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/general`,
|
||||
label: t`General`,
|
||||
@@ -40,7 +40,7 @@ export default function SettingsLayout() {
|
||||
path: `/o/${organisation.url}/settings/document`,
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
hideHighlight: true,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/document`,
|
||||
@@ -65,7 +65,7 @@ export default function SettingsLayout() {
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/teams`,
|
||||
label: t`Teams`,
|
||||
icon: FaUsers,
|
||||
icon: UsersIcon,
|
||||
},
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/members`,
|
||||
@@ -139,32 +139,9 @@ export default function SettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
{/* Navigation */}
|
||||
<div
|
||||
className={cn(
|
||||
'col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
)}
|
||||
>
|
||||
{organisationSettingRoutes.map((route) => (
|
||||
<NavLink
|
||||
to={route.path}
|
||||
className={cn('group w-full justify-start', route.isSubNav && 'pl-8')}
|
||||
key={route.path}
|
||||
>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', {
|
||||
'group-aria-[current]:bg-secondary': !route.hideHighlight,
|
||||
})}
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
<Trans>{route.label}</Trans>
|
||||
</Button>
|
||||
</NavLink>
|
||||
))}
|
||||
</div>
|
||||
<SettingsNav routes={organisationSettingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -89,9 +89,9 @@ export default function TeamsSettingBillingPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="flex flex-row items-end justify-between">
|
||||
<div className="flex flex-row items-center justify-between">
|
||||
<div>
|
||||
<h3 className="font-semibold text-2xl">
|
||||
<h3 className="font-medium text-lg">
|
||||
<Trans>Billing</Trans>
|
||||
</h3>
|
||||
|
||||
|
||||
@@ -123,13 +123,13 @@ export default function OrganisationSettingsBrandingPage() {
|
||||
const settingsHeaderText = t`Branding Preferences`;
|
||||
|
||||
const settingsHeaderSubtitle = isPersonalLayoutMode
|
||||
? t`Here you can set your general branding preferences.`
|
||||
? t`Set the default branding for documents you send.`
|
||||
: team
|
||||
? t`Here you can set branding preferences for your team.`
|
||||
: t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
|
||||
? t`Set the default branding for documents sent by your team.`
|
||||
: t`Set the default branding for your organisation. Teams inherit these settings by default.`;
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
|
||||
|
||||
{organisationWithSettings.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED() ? (
|
||||
|
||||
@@ -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,
|
||||
@@ -120,11 +120,11 @@ export default function OrganisationSettingsDocumentPage() {
|
||||
|
||||
const settingsHeaderText = t`Document Preferences`;
|
||||
const settingsHeaderSubtitle = isPersonalLayoutMode
|
||||
? t`Here you can set your general document preferences.`
|
||||
: t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
|
||||
? t`Set your default document settings.`
|
||||
: t`Set the default document settings for your organisation. Teams inherit these settings by default.`;
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
|
||||
|
||||
<section>
|
||||
|
||||
@@ -132,7 +132,7 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Domain Settings`} subtitle={t`Manage your email domain settings.`}>
|
||||
<SettingsHeader title={t`Email Domain Settings`} subtitle={t`Manage the email addresses for this domain.`}>
|
||||
<OrganisationEmailCreateDialog emailDomain={emailDomain} />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -33,7 +33,7 @@ export default function OrganisationSettingsEmailDomains() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Domains`} subtitle={t`Here you can add email domains to your organisation.`}>
|
||||
<SettingsHeader title={t`Email Domains`} subtitle={t`Add and verify email domains for your organisation.`}>
|
||||
{isEmailDomainsEnabled && <OrganisationEmailDomainCreateDialog />}
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { SpinnerBox } from '@documenso/ui/primitives/spinner';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
@@ -13,12 +15,16 @@ export function meta() {
|
||||
return appMetaTags(msg`Email Preferences`);
|
||||
}
|
||||
|
||||
export default function OrganisationSettingsGeneral() {
|
||||
export default function OrganisationSettingsEmailPage() {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const { data: organisationWithSettings, isLoading: isLoadingOrganisation } = trpc.organisation.get.useQuery({
|
||||
organisationReference: organisation.url,
|
||||
});
|
||||
@@ -59,8 +65,15 @@ export default function OrganisationSettingsGeneral() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`You can manage your email preferences here.`} />
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Email Preferences`}
|
||||
subtitle={
|
||||
isPersonalLayoutMode
|
||||
? t`Manage your default email settings.`
|
||||
: t`Manage the default email settings for your organisation. Teams inherit these settings by default.`
|
||||
}
|
||||
/>
|
||||
|
||||
<section>
|
||||
<EmailPreferencesForm
|
||||
|
||||
@@ -21,8 +21,8 @@ export default function OrganisationSettingsGeneral() {
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={_(msg`General`)} subtitle={_(msg`Here you can edit your organisation details.`)} />
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`General`)} subtitle={_(msg`Update your organisation's details.`)} />
|
||||
|
||||
<div className="space-y-8">
|
||||
<AvatarImageForm organisation={organisation} />
|
||||
|
||||
@@ -94,7 +94,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Organisation Group Settings`} subtitle={t`Manage your organisation group settings.`}>
|
||||
<SettingsHeader title={t`Group Settings`} subtitle={t`Update the group's name, role and members.`}>
|
||||
<OrganisationGroupDeleteDialog
|
||||
organisationGroupId={groupId}
|
||||
organisationGroupName={group.name || ''}
|
||||
|
||||
@@ -10,7 +10,7 @@ export default function TeamsSettingsMembersPage() {
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Custom Organisation Groups`}
|
||||
title={t`Organisation Groups`}
|
||||
subtitle={t`Manage the custom groups of members for your organisation.`}
|
||||
>
|
||||
<OrganisationGroupCreateDialog />
|
||||
|
||||
@@ -46,7 +46,10 @@ export default function TeamsSettingsMembersPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`Organisation Members`)} subtitle={_(msg`Manage the members or invite new members.`)}>
|
||||
<SettingsHeader
|
||||
title={_(msg`Organisation Members`)}
|
||||
subtitle={_(msg`Manage the members and invitations for your organisation.`)}
|
||||
>
|
||||
<OrganisationMemberInviteDialog />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -73,7 +73,7 @@ export default function OrganisationSettingSSOLoginPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Organisation SSO Portal`}
|
||||
subtitle={t`Manage a custom SSO login portal for your organisation.`}
|
||||
|
||||
@@ -1,9 +1,21 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import {
|
||||
BracesIcon,
|
||||
CreditCardIcon,
|
||||
Globe2Icon,
|
||||
LockIcon,
|
||||
Settings2Icon,
|
||||
UserIcon,
|
||||
UsersIcon,
|
||||
WebhookIcon,
|
||||
} from 'lucide-react';
|
||||
import { Outlet } from 'react-router';
|
||||
|
||||
import { SettingsDesktopNav } from '~/components/general/settings-nav-desktop';
|
||||
import { SettingsMobileNav } from '~/components/general/settings-nav-mobile';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
@@ -11,6 +23,83 @@ export function meta() {
|
||||
}
|
||||
|
||||
export default function SettingsLayout() {
|
||||
const { t } = useLingui();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
const settingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: '/settings/profile',
|
||||
label: t`Profile`,
|
||||
icon: UserIcon,
|
||||
},
|
||||
...(isPersonalLayoutMode
|
||||
? [
|
||||
{
|
||||
path: '/settings/document',
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/document',
|
||||
label: t`Document`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/branding',
|
||||
label: t`Branding`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/email',
|
||||
label: t`Email`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/public-profile',
|
||||
label: t`Public Profile`,
|
||||
icon: Globe2Icon,
|
||||
},
|
||||
{
|
||||
path: '/settings/tokens',
|
||||
label: t`API Tokens`,
|
||||
icon: BracesIcon,
|
||||
},
|
||||
{
|
||||
path: '/settings/webhooks',
|
||||
label: t`Webhooks`,
|
||||
icon: WebhookIcon,
|
||||
},
|
||||
]
|
||||
: []),
|
||||
{
|
||||
path: '/settings/organisations',
|
||||
label: t`Organisations`,
|
||||
icon: UsersIcon,
|
||||
},
|
||||
...(IS_BILLING_ENABLED() && hasManageableBillingOrgs
|
||||
? [
|
||||
{
|
||||
path: isPersonalLayoutMode ? '/settings/billing-personal' : '/settings/billing',
|
||||
label: t`Billing`,
|
||||
icon: CreditCardIcon,
|
||||
},
|
||||
]
|
||||
: []),
|
||||
{
|
||||
path: '/settings/security',
|
||||
label: t`Security`,
|
||||
icon: LockIcon,
|
||||
},
|
||||
];
|
||||
|
||||
return (
|
||||
<div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
@@ -18,10 +107,9 @@ export default function SettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
<SettingsDesktopNav className="hidden md:col-span-3 md:flex" />
|
||||
<SettingsMobileNav className="col-span-12 mb-8 md:hidden" />
|
||||
<SettingsNav routes={settingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -11,10 +11,7 @@ export default function TeamsSettingsPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Organisations`)}
|
||||
subtitle={_(msg`Manage all organisations you are currently associated with.`)}
|
||||
>
|
||||
<SettingsHeader title={_(msg`Organisations`)} subtitle={_(msg`Manage the organisations you belong to.`)}>
|
||||
<OrganisationCreateDialog />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -27,14 +27,14 @@ export default function SettingsProfile() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`Profile`)} subtitle={_(msg`Here you can edit your personal details.`)} />
|
||||
<SettingsHeader title={_(msg`Profile`)} subtitle={_(msg`Update your personal details.`)} />
|
||||
|
||||
<AvatarImageForm className="mb-8 max-w-xl" />
|
||||
<ProfileForm className="mb-8 max-w-xl" />
|
||||
<AvatarImageForm className="mb-8" />
|
||||
<ProfileForm className="mb-8" />
|
||||
|
||||
<hr className="my-4 max-w-xl" />
|
||||
<hr className="my-4" />
|
||||
|
||||
<div className="max-w-xl space-y-8">
|
||||
<div className="space-y-8">
|
||||
<AnimatePresence>
|
||||
{(!isPersonalLayoutMode || user.email !== teamEmail?.email) && teamEmail && (
|
||||
<AnimateGenericFadeInOut>
|
||||
|
||||
@@ -62,10 +62,7 @@ export default function SettingsSecurity({ loaderData }: Route.ComponentProps) {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Security`)}
|
||||
subtitle={_(msg`Here you can manage your password and security settings.`)}
|
||||
/>
|
||||
<SettingsHeader title={_(msg`Security`)} subtitle={_(msg`Manage your password and security settings.`)} />
|
||||
{hasEmailPasswordAccount && (
|
||||
<>
|
||||
<PasswordForm user={user} />
|
||||
|
||||
@@ -15,7 +15,7 @@ export default function SettingsSecurityActivity() {
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Security activity`)}
|
||||
title={_(msg`Security Activity`)}
|
||||
subtitle={_(msg`View all security activity related to your account.`)}
|
||||
hideDivider={true}
|
||||
/>
|
||||
|
||||
@@ -94,7 +94,7 @@ export default function SettingsSecuritySessions() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Active sessions`} subtitle={t`View and manage all active sessions for your account.`}>
|
||||
<SettingsHeader title={t`Active Sessions`} subtitle={t`View and manage all active sessions for your account.`}>
|
||||
<SessionLogoutAllDialog onSuccess={refetch} disabled={results.length === 1 || isLoading} />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -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) => {
|
||||
|
||||
@@ -5,7 +5,7 @@ import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { CheckCircle2, Clock } from 'lucide-react';
|
||||
import { match, P } from 'ts-pattern';
|
||||
|
||||
@@ -33,13 +33,15 @@ export async function loader({ request, params }: Route.LoaderArgs) {
|
||||
}
|
||||
|
||||
export default function TeamsSettingsPage({ loaderData }: Route.ComponentProps) {
|
||||
const { t } = useLingui();
|
||||
|
||||
const { team } = loaderData;
|
||||
|
||||
const currentTeam = useCurrentTeam();
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title="General settings" subtitle="Here you can edit your team's details." />
|
||||
<div>
|
||||
<SettingsHeader title={t`General`} subtitle={t`Update your team's details.`} />
|
||||
|
||||
<AvatarImageForm team={currentTeam} className="mb-8" />
|
||||
|
||||
|
||||
@@ -1,14 +1,14 @@
|
||||
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
|
||||
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
|
||||
import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { BracesIcon, Globe2Icon, GroupIcon, Settings2Icon, SettingsIcon, Users2Icon, WebhookIcon } from 'lucide-react';
|
||||
import { Link, NavLink, Outlet, redirect } from 'react-router';
|
||||
import { Link, Outlet, redirect } from 'react-router';
|
||||
|
||||
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { useCurrentTeam } from '~/providers/team';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
@@ -40,17 +40,18 @@ export default function TeamsSettingsLayout() {
|
||||
|
||||
const team = useCurrentTeam();
|
||||
|
||||
const teamSettingRoutes = [
|
||||
const teamSettingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: `/t/${team.url}/settings`,
|
||||
label: t`General`,
|
||||
icon: SettingsIcon,
|
||||
end: true,
|
||||
},
|
||||
{
|
||||
path: `/t/${team.url}/settings/document`,
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
isSubNavParent: true,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: `/t/${team.url}/settings/document`,
|
||||
@@ -124,31 +125,9 @@ export default function TeamsSettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
<div
|
||||
className={cn(
|
||||
'col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
)}
|
||||
>
|
||||
{teamSettingRoutes.map((route) => (
|
||||
<NavLink
|
||||
to={route.path}
|
||||
className={cn('group w-full justify-start', route.isSubNav && 'pl-8')}
|
||||
key={route.path}
|
||||
>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', {
|
||||
'group-aria-[current]:bg-secondary': !route.isSubNavParent,
|
||||
})}
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
<Trans>{route.label}</Trans>
|
||||
</Button>
|
||||
</NavLink>
|
||||
))}
|
||||
</div>
|
||||
<SettingsNav routes={teamSettingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -115,10 +115,10 @@ export default function TeamsSettingsPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Branding Preferences`}
|
||||
subtitle={t`Here you can set preferences and defaults for branding.`}
|
||||
subtitle={t`Set the default branding for documents sent by your team.`}
|
||||
/>
|
||||
|
||||
{canConfigureBranding ? (
|
||||
|
||||
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
|
||||
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
|
||||
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
|
||||
}),
|
||||
delegateDocumentOwnership,
|
||||
delegateDocumentOwnership: delegateDocumentOwnership,
|
||||
},
|
||||
});
|
||||
|
||||
@@ -110,11 +110,8 @@ export default function TeamsSettingsPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader
|
||||
title={t`Document Preferences`}
|
||||
subtitle={t`Here you can set preferences and defaults for your team.`}
|
||||
/>
|
||||
<div>
|
||||
<SettingsHeader title={t`Document Preferences`} subtitle={t`Set the default document settings for your team.`} />
|
||||
|
||||
<section>
|
||||
<DocumentPreferencesForm
|
||||
|
||||
@@ -10,10 +10,10 @@ import { useCurrentTeam } from '~/providers/team';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
return appMetaTags(msg`Settings`);
|
||||
return appMetaTags(msg`Email Preferences`);
|
||||
}
|
||||
|
||||
export default function TeamEmailSettingsGeneral() {
|
||||
export default function TeamEmailSettingsPage() {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
@@ -59,8 +59,8 @@ export default function TeamEmailSettingsGeneral() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`You can manage your email preferences here.`} />
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`Manage the default email settings for your team.`} />
|
||||
|
||||
<section>
|
||||
<EmailPreferencesForm
|
||||
|
||||
@@ -128,11 +128,8 @@ export default function PublicProfilePage({ loaderData }: Route.ComponentProps)
|
||||
}, [profile.enabled]);
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader
|
||||
title={t`Public Profile`}
|
||||
subtitle={t`You can choose to enable or disable the profile for public view.`}
|
||||
>
|
||||
<div>
|
||||
<SettingsHeader title={t`Public Profile`} subtitle={t`Manage your public profile and the templates shown on it.`}>
|
||||
<Tooltip open={isTooltipOpen} onOpenChange={setIsTooltipOpen}>
|
||||
<TooltipTrigger asChild>
|
||||
<div
|
||||
@@ -190,7 +187,7 @@ export default function PublicProfilePage({ loaderData }: Route.ComponentProps)
|
||||
<div className="mt-4">
|
||||
<SettingsHeader
|
||||
title={t`Templates`}
|
||||
subtitle={t`Show templates in your public profile for your audience to sign and get started quickly`}
|
||||
subtitle={t`Show templates in your public profile for your audience to sign and get started quickly.`}
|
||||
hideDivider={true}
|
||||
className="mt-8 [&>*>h3]:text-base"
|
||||
>
|
||||
|
||||
@@ -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';
|
||||
@@ -22,65 +18,12 @@ 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
|
||||
@@ -94,16 +37,14 @@ export default function ApiTokensPage() {
|
||||
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 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 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>
|
||||
);
|
||||
|
||||
@@ -88,10 +88,7 @@ export default function WebhookPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Webhooks`}
|
||||
subtitle={t`On this page, you can create new Webhooks and manage the existing ones.`}
|
||||
>
|
||||
<SettingsHeader title={t`Webhooks`} subtitle={t`Create and manage webhooks for document events.`}>
|
||||
<WebhookCreateDialog />
|
||||
</SettingsHeader>
|
||||
{isLoading && (
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user