fix: update

.agents/plans/loud-orange-leaf-acroform-field-detection-and-reuse.md

@@ -1,430 +0,0 @@
----
-date: 2026-05-21
-title: Acroform Field Detection And Reuse
----
-
-## Problem
-
-Users routinely prepare PDFs in Adobe Acrobat (or other PDF editors) with AcroForm fields — signatures, text inputs, dates, checkboxes — and upload them to Documenso. Today those widgets are either stripped (`DOCUMENT` upload flattens via `form.flatten()` in `normalize-pdf.ts`) or preserved as static interactive controls (`TEMPLATE` upload), but never reused as Documenso fields. Users have to re-place every field in the editor.
-
-Issue: https://github.com/documenso/documenso/issues/2697 (labels: `type: enhancement`, `apps: web`).
-
-## Goal
-
-On upload, detect AcroForm fields, map supported types to Documenso fields, persist their page geometry, then flatten the PDF so no duplicate interactive controls remain. Imported fields should be ordinary `Field` rows — visible in the editor, assignable to recipients, signable like any other field.
-
-## Background
-
-The placeholder pipeline (`{{signature, r1}}` style) already does almost everything we need:
-
-- `packages/lib/server-only/pdf/auto-place-fields.ts` extracts `PlaceholderInfo[]` (with `fieldAndMeta: TFieldAndMeta`, top-left percentages, page index), then `convertPlaceholdersToFieldInputs(placeholders, recipientResolver, envelopeItemId)` returns `tx.field.createMany` payloads.
-- `packages/trpc/server/envelope-router/create-envelope.ts` per file: `convertToPdf` → optional `insertFormValuesInPdf` → `normalizePdf({ flattenForm: type !== 'TEMPLATE' })` → `extractPdfPlaceholders(normalized)` → `putPdfFileServerSide(cleanedPdf)` → forwards `{ title, documentDataId, placeholders }`.
-- `packages/lib/server-only/envelope-item/create-envelope-items.ts` runs the same per-file pipeline when files are appended to an existing envelope.
-- `packages/lib/server-only/envelope/create-envelope.ts` consumes `envelopeItems[].placeholders`, creates placeholder `SIGNER` recipients (`recipient.${i}@documenso.com`) when `data.recipients` is empty, then calls `convertPlaceholdersToFieldInputs` + `tx.field.createMany` inside its existing transaction.
-
-`@libpdf/core` exposes the AcroForm primitives we need (verified in `node_modules/@libpdf/core/dist/index.d.mts`):
-
-- `PDF.isEncrypted: boolean`, `PDF.getForm(): PDFForm | null`, `PDF.getPages()[i].ref` + `.getRotation()`.
-- `PDFForm.getFields(): FormField[]`.
-- `FormField`: `name`, `partialName`, `alternateName` (/TU), `isRequired()`, `isReadOnly()`, `acroField(): PdfDict` (raw dict access), `type: 'text' | 'checkbox' | 'radio' | 'dropdown' | 'listbox' | 'signature' | 'button' | 'unknown' | 'non-terminal'`.
-- `WidgetAnnotation`: `rect`, `width`, `height`, `pageRef: PdfRef | null`, `isHidden()`, `isPrintable()`, `getOnValue()`.
-- Typed subclasses: `CheckboxField.isChecked()` / `getOnValues()` / `getOnValue()`, `DropdownField.getOptions()`, `RadioField.getOptions()`, `SignatureField`, `TextField.getText()`.
-
-`ZBaseFieldMeta` (in `packages/lib/types/field-meta.ts`) already carries `label`, `required`, `readOnly`. We extend it once with `source?: 'acroform'` so imported fields are introspectable without UI changes.
-
-## Scope
-
-In scope: server-side extraction at upload time for v2 envelopes (both new envelopes and items appended to existing envelopes), per-field `FIELD_CREATED` audit log entries for imported fields, and the one-line schema extension to record provenance. Out of scope: editor UI changes (badges, banners, review modals), signing surface changes, v1 path, listbox, button/unknown/non-terminal field types, true radio-group consolidation, recipient inference beyond first-signer selection.
-
-## Field Mapping
-
-### Type resolution
-
-| AcroForm type | Documenso field | Rule |
-| --- | --- | --- |
-| `signature` (unsigned) | `SIGNATURE` | Import. |
-| `signature` (signed — `SignatureField.isSigned()` returns true) | — | **Skip.** Log `logger.warn({ event: 'acroform-import.signed-pdf-no-flatten', envelopeItemTitle })`. Also downgrade `flattenForm` to `false` for that envelope item (do not re-flatten a signed PDF). |
-| `text` | resolved by heuristic below | Heuristic order: AcroForm format action → name token → default to TEXT. |
-| `checkbox` | `CHECKBOX` | One Documenso field per widget. |
-| `radio` | `RADIO` | One Documenso field per widget. Store group's `getOptions()` in each `fieldMeta.values`. Semantics intentionally differ from PDF (each is independent); documented under Risks. |
-| `dropdown` | `DROPDOWN` | Preserve `getOptions()` in `fieldMeta.values`, current selection in `fieldMeta.defaultValue`. |
-| `listbox`, `button`, `unknown`, `non-terminal` | — | Skip, return as `AcroFormUnsupportedFieldInfo`. Never block upload. |
-
-### Text-field heuristic (resolved in order — first match wins)
-
-AcroForm format actions take precedence over every name token. If `/AA → /F → /JS` references a known formatter, that result is final. Only when no format action is detected do the name regexes apply.
-
-1. **DATE** if `acroField()` carries an additional-actions date format (`/AA` → `/F` → `JS` containing `AFDate_FormatEx` or `AFDate_Format`).
-2. **NUMBER** if `acroField()` carries an `AFNumber_Format` action.
-3. **DATE** if name/alternateName matches `/date|dob|birth/i`.
-4. **NUMBER** if name/alternateName matches `/amount|qty|count|number/i` AND `/MaxLen <= 10`.
-5. **EMAIL** if name/alternateName matches `/email|e[-_]?mail/i`.
-6. **NAME** if name/alternateName matches `/name/i`.
-7. **INITIALS** if name/alternateName matches `/initial/i`.
-8. Else **TEXT**.
-
-All regexes are case-insensitive and run against `partialName` then `alternateName`.
-
-Patterns are intentionally lenient to handle CamelCase Adobe Acrobat names (e.g. `CustomerName`, `BirthDate`) that strict word-boundary patterns miss. Expected false positives — `username` → NAME, `birth_name` → DATE, `initialize` → INITIALS — are tolerable because the editor is the final arbiter; false negatives fall through to TEXT (always safe).
-
-### Metadata mapping
-
-For every imported field:
-
-- `fieldMeta.required = field.isRequired()` (boolean; omit when false).
-- `fieldMeta.readOnly = field.isReadOnly()` (boolean; omit when false). Read-only fields **are** imported (rendered for reference in the editor); the renderer already honours `readOnly`.
-- `fieldMeta.label`: `alternateName ?? partialName` for label-supporting types (TEXT, NUMBER, DATE, INITIALS, NAME, EMAIL, DROPDOWN, RADIO, CHECKBOX). SIGNATURE has no label slot — drop it.
-- `fieldMeta.source = 'acroform'` on every imported field (see Schema Extension).
-
-### CHECKBOX required semantics
-
-AcroForm "required" on a checkbox means "must be checked". Documenso CHECKBOX has both `required` (field must be present) and `validationRule`/`validationLength` (e.g. "at least N of M"). Mapping:
-
-```ts
-if (field.isRequired()) {
-  fieldMeta.required = true;
-  fieldMeta.validationRule = 'at-least';
-  fieldMeta.validationLength = 1;
-}
-```
-
-This approximates "must be checked to submit" for a single-widget checkbox field.
-
-### Default values (only when `formValues` was NOT provided on this upload)
-
-`formValues` (via `insertFormValuesInPdf`) is authoritative when present — it bakes values into the flattened background, so the imported fields stay empty for the signer to fill. When `formValues` is absent, we copy PDF defaults into `fieldMeta` so the editor preview matches the source PDF:
-
-| Source | Target |
-| --- | --- |
-| `TextField.getText()` (non-empty) | `fieldMeta.text` (TEXT/DATE/INITIALS/NAME/EMAIL) or `fieldMeta.value` (NUMBER) |
-| `DropdownField` current selection | `fieldMeta.defaultValue` |
-| `CheckboxField.isChecked()` | `fieldMeta.values[0].checked = true` |
-| `RadioField` current selection | `fieldMeta.values[i].checked = true` on the matching option |
-
-Always emit `inserted: false` and `customText: ''` — the signer still confirms each field, defaults are editor-only hints.
-
-All metadata flows through `ZEnvelopeFieldAndMetaSchema.parse(...)` so imported fields match what the editor already expects.
-
-## Pre-extraction Guards
-
-Run in this order before any AcroForm work:
-
-1. **Encrypted PDFs**: if `pdfDoc.isEncrypted` → log `{ event: 'acroform-import.skip', reason: 'encrypted', envelopeItemTitle }`, return `{ fields: [], unsupported: [] }`. Upload proceeds with zero imported fields.
-2. **XFA hybrid**: detect via the catalog's `AcroForm` dict carrying an `XFA` key (best-effort via raw dict access; if @libpdf/core's public surface can't read it, fall through — mirrored AcroForm fields in XFA hybrids are fine to import). When detected, log `{ event: 'acroform-import.skip', reason: 'xfa-hybrid' }` and return empty results.
-3. **`getForm()` is null** → return empty results silently.
-4. **Top-level try/catch** around steps 1–6: any throw → `logger.error({ event: 'acroform-import.error', envelopeItemTitle, err })`, return `{ fields: [], unsupported: [] }`. Upload proceeds untouched. Never bubble.
-
-## Coordinate Handling
-
-Reuse the placeholder convention (top-left percentages, see `auto-place-fields.ts:121-138`):
-
-1. Build a page lookup once: `pages = pdfDoc.getPages(); pageByRef = new Map(pages.map((p, i) => [p.ref, i]))`.
-2. For each widget:
-   1. Read `widget.rect = [x1, y1, x2, y2]` (bottom-left, points).
-   2. Normalize: `left = min(x1, x2)`, `right = max`, `bottom = min(y1, y2)`, `top = max`.
-   3. Resolve `pageIndex` via `pageByRef.get(widget.pageRef)`. Skip if no match.
-   4. Read `page.width`, `page.height`, `rot = page.getRotation()` (degrees, normalized to `0|90|180|270`).
-   5. Apply inverse rotation transform so the field lands at the rendered top-left percentage:
-      - `rot === 0`: `x = left`, `y = pageH - top`, `w = right - left`, `h = top - bottom`. Page dims `(pageW, pageH)`.
-      - `rot === 90`: `x = bottom`, `y = left`, `w = top - bottom`, `h = right - left`. Page dims swap: `(pageH, pageW)`.
-      - `rot === 180`: `x = pageW - right`, `y = bottom`, `w = right - left`, `h = top - bottom`. Page dims `(pageW, pageH)`.
-      - `rot === 270`: `x = pageH - top`, `y = pageW - right`, `w = top - bottom`, `h = right - left`. Page dims swap.
-   6. Out-of-bounds policy: if the entire rect is outside the rotated page bounds, skip + emit `AcroFormUnsupportedFieldInfo` with `reason: 'off-page'`. Otherwise clamp to `[0, renderedW] × [0, renderedH]`.
-   7. Convert to percentages against the rendered page dimensions from step 5.
-   8. Apply the existing `MIN_HEIGHT_THRESHOLD` / `DEFAULT_FIELD_HEIGHT_PERCENT` fallback used by placeholders.
-3. Skip widgets that are `isHidden()` or have zero/negative `width`/`height` after normalization.
-
-## Ordering
-
-Sort imported fields before `createMany` by `(pageIndex asc, top-to-bottom, left-to-right)`. Concretely: ascending `pageIndex`, then ascending `y` (top-of-page first), then ascending `x` within `±2%` y-buckets so a row of fields stays a row. This matches how a signer visually scans the page; it does not rely on AcroForm `/Tabs` metadata (often wrong).
-
-## Audit Logging
-
-Every imported field emits one `FIELD_CREATED` entry matching `create-envelope-fields.ts:264`'s shape:
-
-```ts
-await tx.documentAuditLog.createMany({
-  data: createdFields.map((f) => createDocumentAuditLogData({
-    type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_CREATED,
-    envelopeId: envelope.id,
-    metadata: requestMetadata,
-    data: { fieldId: f.secondaryId, fieldRecipientEmail, fieldRecipientId, fieldType: f.type },
-  })),
-});
-```
-
-The placeholder branch in `create-envelope.ts` is silent today and stays silent — AcroForm import does not retroactively change that. Distinguishing imported vs. placeholder vs. user-placed fields is done via `fieldMeta.source`, not a new audit type.
-
-## Schema Extension
-
-One field added to `ZBaseFieldMeta` in `packages/lib/types/field-meta.ts`:
-
-```ts
-export const ZBaseFieldMeta = z.object({
-  // existing...
-  source: z.enum(['acroform']).optional(),
-});
-```
-
-No DB migration (fieldMeta is JSON). No editor change. No API contract change beyond the optional field. Forwards-compatible: future sources (`'placeholder'`, `'figma'`, etc.) extend the enum.
-
-## Plan
-
-### 1. Add the AcroForm extractor
-
-New file `packages/lib/server-only/pdf/acroform-fields.ts`:
-
-```ts
-export type AcroFormFieldImportInfo = {
-  source: 'acroform';
-  fieldName: string;
-  widgetIndex: number;
-  fieldAndMeta: TFieldAndMeta;
-  page: number;
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-  pageWidth: number;
-  pageHeight: number;
-};
-
-export type AcroFormUnsupportedFieldInfo = {
-  fieldName: string;
-  acroFormType: string;
-  reason: 'unsupported-type' | 'hidden' | 'off-page' | 'zero-size' | 'no-page-match' | 'signed-signature';
-};
-
-export type AcroFormExtractionResult = {
-  fields: AcroFormFieldImportInfo[];
-  unsupported: AcroFormUnsupportedFieldInfo[];
-  /** True when a signed signature widget was found — caller MUST set flattenForm: false for that item. */
-  hasSignedSignature: boolean;
-  /** True when extraction returned empty for a reason that should be surfaced in logs but not propagated. */
-  skipReason?: 'encrypted' | 'xfa-hybrid' | 'no-form' | 'error';
-};
-
-export const extractAcroFormFieldsFromPDF = async (
-  pdf: Buffer,
-): Promise<AcroFormExtractionResult>;
-
-export const convertAcroFormFieldsToFieldInputs = (
-  fields: AcroFormFieldImportInfo[],
-  recipientResolver: (fieldName: string) => Pick<Recipient, 'id'>,
-  envelopeItemId?: string,
-): FieldToCreate[];
-```
-
-`extractAcroFormFieldsFromPDF`:
-
-- Wraps everything in try/catch (top-level guard).
-- Loads via `PDF.load(new Uint8Array(pdf))`.
-- Runs pre-extraction guards (encrypted, XFA, null form) — returns early with `skipReason` set.
-- Builds the page-ref → index + rotation lookup once.
-- Iterates `form.getFields()`, applies the type-resolution heuristic, geometry pipeline, default-value mapping.
-- Records signed-signature widgets in `unsupported` with `reason: 'signed-signature'` AND sets `hasSignedSignature = true`.
-- Logger is module-scoped (no apiRequestMetadata in this file — pure function).
-
-`convertAcroFormFieldsToFieldInputs` mirrors `convertPlaceholdersToFieldInputs` — pure point→percentage transform, no DB access. After mapping, sort by `(page, y, x)` as in Ordering.
-
-Kept separate from `auto-place-fields.ts`: placeholders are text-driven and emit white rectangles via `whiteoutRegions`; AcroForm import is widget-driven and relies on the post-extraction `form.flatten()` to clean the PDF. Sharing types prematurely would couple both paths.
-
-### 2. Extract AcroForm fields before flattening
-
-In both upload entry points the order becomes:
-
-```
-convertToPdf (router only)
-  → insertFormValuesInPdf if formValues
-  → extractAcroFormFieldsFromPDF(pdf)            // new — must run BEFORE normalizePdf
-  → const shouldFlatten = type !== 'TEMPLATE' && !extraction.hasSignedSignature
-  → normalizePdf({ flattenForm: shouldFlatten })
-  → extractPdfPlaceholders(normalized)
-  → putPdfFileServerSide(cleanedPdf)
-  → forward { placeholders, acroFormFields, formValuesProvided }
-```
-
-Why before `normalizePdf`: for `DOCUMENT` uploads `normalizePdf` calls `form.flatten()` and destroys widget geometry. Extraction must read the unflattened buffer. `formValues` filling stays first so user-prefilled values still bake into the flattened background.
-
-When `extraction.hasSignedSignature` is true, also `logger.warn({ event: 'acroform-import.signed-pdf-no-flatten', envelopeItemTitle })`.
-
-`formValuesProvided` (boolean) is forwarded to the converter so the default-value mapping can skip prefill when the user-supplied values pipeline already filled the PDF.
-
-Template flattening policy is unchanged in this plan: templates continue to preserve AcroForm widgets (no `form.flatten()`), so imported fields will visually duplicate the still-interactive PDF widgets in the template preview. Flipping templates to flatten is a follow-up — it's a breaking change for API users relying on template `formValues`.
-
-### 3. Thread `acroFormFields` through `createEnvelope`
-
-Extend `CreateEnvelopeOptions.data.envelopeItems[number]` (`packages/lib/server-only/envelope/create-envelope.ts:70-75`):
-
-```ts
-envelopeItems: {
-  title?: string;
-  documentDataId: string;
-  order?: number;
-  placeholders?: PlaceholderInfo[];
-  acroFormFields?: AcroFormFieldImportInfo[];   // new
-  formValuesProvided?: boolean;                  // new — already-applied prefill
-}[];
-```
-
-Inside the existing transaction (alongside the `itemsWithPlaceholders` branch at `:431-538`), add an `itemsWithAcroFormFields` branch:
-
-- Run AFTER the placeholder branch so `availableRecipients` reflects any placeholder signers it created.
-- Recipient resolution:
-  - **First-signer rule**: pick `availableRecipients.filter(r => r.role === SIGNER || r.role === APPROVER).sort((a, b) => (a.signingOrder ?? Infinity) - (b.signingOrder ?? Infinity) || a.id - b.id)[0]`.
-  - If none: the placeholder branch may have created `Recipient 1` already — reuse. If still none (no recipients, no placeholders), create one placeholder `SIGNER` via the same `recipient.1@documenso.com` shape used by the placeholder branch.
-  - All imported fields → that one recipient. User reassigns in editor.
-- Call `convertAcroFormFieldsToFieldInputs(item.acroFormFields, resolver, envelopeItem.id)` then `tx.field.createMany(...)` with the same `{ envelopeId, envelopeItemId, recipientId, type, page, positionX, positionY, width, height, customText: '', inserted: false, fieldMeta }` shape used by the placeholder branch.
-- Immediately after, emit per-field `FIELD_CREATED` audit log entries (see Audit Logging).
-
-### 4. Mirror in `UNSAFE_createEnvelopeItems`
-
-`packages/lib/server-only/envelope-item/create-envelope-items.ts:47-77` — carry `acroFormFields` and `formValuesProvided` alongside `placeholders` in `envelopeItemsToCreate`. Inside the existing `if (envelope.recipients.length > 0)` block (`:111-160`), after the placeholder loop, run the AcroForm loop using the same first-signer rule (SIGNER|APPROVER, signingOrder asc, id asc). Emit per-field `FIELD_CREATED` entries with `apiRequestMetadata`. If `envelope.recipients.length === 0`, skip — appending widgets to a recipient-less envelope is the user's setup phase and is handled when they add recipients (matches current placeholder behavior on append).
-
-### 5. Log unsupported fields, never block upload
-
-In both entry points, after extraction:
-
-```ts
-if (extraction.unsupported.length > 0) {
-  logger.info({
-    event: 'acroform-import.unsupported',
-    envelopeItemTitle,
-    count: extraction.unsupported.length,
-    byReason: groupBy(extraction.unsupported, u => u.reason),
-  });
-}
-if (extraction.skipReason) {
-  logger.info({ event: 'acroform-import.skip', envelopeItemTitle, reason: extraction.skipReason });
-}
-```
-
-No new error type, no upload rejection, no response-shape change. A UI surface for warnings comes later once the upload response has a stable warning shape.
-
-### 6. Schema extension
-
-`packages/lib/types/field-meta.ts`: add `source: z.enum(['acroform']).optional()` to `ZBaseFieldMeta`. Single-line change, no callers need updating because the field is optional.
-
-## Files
-
-| File | Change |
-| --- | --- |
-| `packages/lib/types/field-meta.ts` | Add `source?: 'acroform'` to `ZBaseFieldMeta`. |
-| `packages/lib/server-only/pdf/acroform-fields.ts` | **new** — extractor, converter, types, pre-extraction guards, heuristics, geometry pipeline, ordering. |
-| `packages/lib/server-only/envelope/create-envelope.ts` | Extend `CreateEnvelopeOptions.envelopeItems[]` with `acroFormFields` + `formValuesProvided`. Add AcroForm branch beside placeholder branch (~`:431-538`). Emit per-field `FIELD_CREATED` audit entries. |
-| `packages/trpc/server/envelope-router/create-envelope.ts` | Insert `extractAcroFormFieldsFromPDF` before `normalizePdf` in the per-file loop (`:110-141`). Downgrade `flattenForm` when `hasSignedSignature`. Forward `acroFormFields` + `formValuesProvided` into the `envelopeItems` payload (`:135-140`). Log unsupported + skipReason. |
-| `packages/lib/server-only/envelope-item/create-envelope-items.ts` | Insert `extractAcroFormFieldsFromPDF` before `normalizePdf` (`:48-77`). Same flatten downgrade. Carry `acroFormFields` + `formValuesProvided` in `envelopeItemsToCreate`. Add AcroForm loop inside `envelope.recipients.length > 0` (`:111-160`). Per-field audit entries. Log unsupported + skipReason. |
-| `packages/lib/server-only/pdf/acroform-fields.test.ts` | **new** — unit suite (see Tests). |
-| `packages/app-tests/e2e/scenarios/acroform-import.spec.ts` | **new** — e2e suite (see Tests). |
-| `scripts/generate-acroform-test-pdf.mjs` | **new** — one-off generator (committed) producing `assets/acroform-import-test.pdf` + rotated variants. |
-| `assets/acroform-import-test.pdf` | **new** — base fixture: one of each supported type. |
-| `assets/acroform-import-rotated-90.pdf` | **new** — rotated-page fixture. |
-| `assets/acroform-import-rotated-180.pdf` | **new** — rotated-page fixture. |
-| `assets/acroform-import-rotated-270.pdf` | **new** — rotated-page fixture. |
-| `assets/acroform-import-signed.pdf` | **new** — fixture with one signed signature widget + supported widgets. |
-
-No DB schema change. No new tRPC route. No public API surface change beyond the optional `fieldMeta.source`.
-
-## Tests
-
-### Unit (`packages/lib/server-only/pdf/acroform-fields.test.ts`)
-
-Drive from the committed fixture set; synthesize edge-case PDFs inline via `@libpdf/core`'s form builder where a static file is overkill.
-
-Type resolution:
-- text / signature / checkbox / radio / dropdown widgets each produce the expected Documenso field type.
-- Heuristic positives: `signed_date` / `dob` → DATE; `initial` / `initials` → INITIALS; `customer_email` → EMAIL; `full_name` / `fname` → NAME; field with `AFNumber_Format` action → NUMBER; field with `MaxLen: 5` + name `qty` → NUMBER; plain `customer_id` → TEXT.
-- AcroForm format actions take precedence over name tokens (a field named `customer_name` with an `AFDate_FormatEx` action → DATE).
-
-Metadata:
-- `isRequired` / `isReadOnly` round-trip into `fieldMeta`.
-- `alternateName` (or `partialName` fallback) → `fieldMeta.label` on label-supporting types; SIGNATURE has no label.
-- Required CHECKBOX → `required: true` + `validationRule: 'at-least'` + `validationLength: 1`.
-- Every imported field has `fieldMeta.source = 'acroform'`.
-
-Default values:
-- TextField with non-empty value AND `formValuesProvided = false` → `fieldMeta.text` set.
-- TextField with non-empty value AND `formValuesProvided = true` → `fieldMeta.text` NOT set.
-- DropdownField selection → `fieldMeta.defaultValue`.
-- CheckboxField checked → `values[0].checked = true`.
-- RadioField selected → matching `values[i].checked = true`.
-
-Geometry:
-- Bottom-left widget rect `[100, 600, 200, 620]` on a 612×792 page → top-left percentages within ±0.01% of expected.
-- 90° rotated page: same widget rect → rotated coordinates as defined in Coordinate Handling step 5.
-- 180° and 270° rotated pages: same.
-- Hidden widgets (annotation flags hidden bit) → skipped.
-- Widgets with zero/negative dimensions → skipped.
-- Widgets with `pageRef` not in `pdfDoc.getPages()` → `unsupported` with `reason: 'no-page-match'`.
-- Widget rect entirely off-page → `unsupported` with `reason: 'off-page'`.
-- Widget rect partially off-page → clamped, imported.
-
-Ordering:
-- Two pages × four widgets in scrambled creation order → output sorted by `(page, y, x)`.
-
-Skips and unsupported:
-- listbox / button / unknown / non-terminal → `unsupported`, never thrown.
-- Encrypted PDF → `skipReason: 'encrypted'`, `fields: []`, no throw.
-- XFA hybrid PDF (best-effort detect) → `skipReason: 'xfa-hybrid'` when detectable; otherwise extraction proceeds normally.
-- Signed signature widget (`SignatureField.isSigned()` returns true) → `unsupported` with `reason: 'signed-signature'` AND `hasSignedSignature: true`.
-- Buffer corruption → top-level try/catch, returns empty + `skipReason: 'error'`, no throw.
-
-### E2E (`packages/app-tests/e2e/scenarios/acroform-import.spec.ts`)
-
-- Upload `assets/acroform-import-test.pdf` as a `DOCUMENT` via the v2 envelope router with one provided SIGNER recipient → assert envelope has one `Field` per supported widget, types match, `positionX/Y/width/height` within ±1% of expected, every field's recipient is that one SIGNER, stored PDF (`documentData`) loaded via `PDF.load` reports `getForm() === null` or `getFields().length === 0`. Audit log contains N `FIELD_CREATED` entries.
-- Upload with `formValues` populated → `formValues` persists, imported fields exist but have no default values set in fieldMeta, the flattened PDF reflects the prefilled values.
-- Upload with two recipients: one CC + one SIGNER → all imported fields assigned to the SIGNER (CC skipped).
-- Upload with two recipients: one SIGNER (signingOrder=1) + one APPROVER (signingOrder=2) → all imported fields assigned to the SIGNER.
-- Upload with zero recipients → placeholder `Recipient 1` created (shared with the placeholder branch's behavior; if both placeholders and AcroForm fields exist in the same file, only one `Recipient 1` exists).
-- Upload `assets/acroform-import-signed.pdf` → signed signature widget skipped, other widgets imported, stored PDF is NOT flattened (`getForm() !== null`, widgets still present).
-- Append `assets/acroform-import-test.pdf` to an existing envelope with one SIGNER via `UNSAFE_createEnvelopeItems` → new `envelopeItem.id` carries the imported fields, all assigned to that SIGNER.
-- Append to a recipient-less envelope → AcroForm extraction runs, fields are NOT created (skipped, matching placeholder behavior).
-- Upload `TEMPLATE` → template still preserves AcroForm widgets in the stored PDF (current behavior unchanged), imported fields ALSO exist (visual duplication acknowledged in Risks).
-- Upload PDF with one `listbox` + one supported `text` field → upload succeeds, only the text field becomes a Documenso field, log line emitted for the listbox.
-- Upload rotated PDFs (90/180/270 fixtures) → field geometry lands within ±1% of the expected rendered position on each page.
-
-### Regression
-
-```bash
-npx tsc --noEmit -p apps/remix/tsconfig.json
-npm run test:dev -w @documenso/app-tests -- packages/app-tests/e2e/scenarios/form-flattening.spec.ts
-npm run test:dev -w @documenso/app-tests -- packages/app-tests/e2e/scenarios/acroform-import.spec.ts
-```
-
-## Behavior Matrix
-
-| Upload | Has AcroForm | Signed sig? | `formValues`? | `recipients`? | Result |
-| --- | --- | --- | --- | --- | --- |
-| `DOCUMENT` | yes | no | none | 1 SIGNER/APPROVER | All imported fields → that recipient. Stored PDF flat. Per-field `FIELD_CREATED` audit. |
-| `DOCUMENT` | yes | no | none | N≥2 mixed roles | All imported fields → first SIGNER|APPROVER by (signingOrder asc, id asc). CC/VIEWER skipped. User reassigns in editor. |
-| `DOCUMENT` | yes | no | none | only CC/VIEWER | Treated as "no signable recipients" — placeholder `Recipient 1` SIGNER created. |
-| `DOCUMENT` | yes | no | none | none | One placeholder `Recipient 1` SIGNER created (reused if placeholder branch already made one). |
-| `DOCUMENT` | yes | no | provided | any | `formValues` filled → flattened values visible → empty supported fields imported with `source: 'acroform'`, no `fieldMeta.text`/`defaultValue` prefill. |
-| `DOCUMENT` | yes | yes | any | any | Signed signature(s) skipped + logged. `flattenForm` downgraded to false → stored PDF retains widgets. Other supported widgets imported normally. |
-| `DOCUMENT` | no | n/a | any | any | Unchanged. |
-| `TEMPLATE` | yes | n/a | any | any | Imported fields created **and** PDF still contains interactive widgets (known artifact, follow-up). |
-| Encrypted PDF | n/a | n/a | any | any | Extraction skipped + logged. Upload proceeds with zero AcroForm imports. |
-| XFA hybrid (detected) | n/a | n/a | any | any | Extraction skipped + logged. Same as encrypted. |
-| Append to existing envelope w/ recipients | yes | no | n/a | n/a | Imported fields → first SIGNER|APPROVER of the envelope. Per-field audit. |
-| Append to existing envelope w/o recipients | yes | n/a | n/a | n/a | Skipped (matches current placeholder behavior on append). |
-
-## Out of Scope / Follow-ups
-
-- Flipping `TEMPLATE` uploads to flatten after import — breaking for API users relying on template AcroForm `formValues`.
-- Editor UI surface: "Imported from PDF" badge (using `fieldMeta.source`), warning toast for skipped widgets, encrypted/XFA banner. Data is captured now; UI ships separately.
-- A signed-AcroForm-signature → completed Documenso signature mapping.
-- True radio-group consolidation (one Documenso field per AcroForm radio group instead of per widget) — needs `fieldMeta` schema extension for multi-position groups.
-- Same-name multi-widget non-radio fields (one AcroForm text field rendered on N pages) — currently emit N independent Documenso fields; future work could sync values at signing time via a shared `groupId` in fieldMeta.
-- Listbox support.
-- Recipient inference from PDF authoring metadata (Adobe's role/recipient hints, tab order grouping).
-- AcroForm `/Tabs` ordering as a signal — current spatial sort suffices.
-
-## Risks
-
-- **Rotated pages**: covered by inverse-rotation transform with 90/180/270 fixtures gating the unit suite. Skewed rotations (non-cardinal) are not supported; should be rejected as `off-page` if their normalized rect doesn't land within page bounds.
-- **Radio groups**: emitting one Documenso field per widget will look right visually but signing semantics differ from a single PDF radio group (each option becomes independently checkable). Gating fixture in e2e covers visual placement; signing semantics divergence is documented and ships as a known limitation.
-- **Template behavior**: leaving `TEMPLATE` uploads unflattened means imported fields and live widgets coexist. Acceptable for v1, but the template preview will show duplicated controls.
-- **Signed signature + flattenForm downgrade**: a `DOCUMENT` upload containing a signed signature now stores an un-flattened PDF. Existing code paths that assume `DOCUMENT` PDFs are always flat (signing renderer, downstream conversion) MUST be re-verified — add an integration check in the e2e suite that signing still works on the signed-fixture envelope.
-- **Recipient ambiguity**: AcroForm widgets don't encode Documenso recipients. Deterministic "all to first signer" + editor review is the safest first cut; smarter assignment is a follow-up.
-- **XFA detection**: best-effort; if @libpdf/core's public surface doesn't expose the catalog AcroForm dict, we fall through and import any mirrored AcroForm fields. Acceptable — XFA-only PDFs with no mirror produce empty AcroForm extraction and the upload proceeds. Worst case is a noisy log line on a misclassified hybrid.
-- **Heuristic false positives**: expanded heuristic (NAME/EMAIL/NUMBER/DATE/INITIALS) increases the chance of mis-typing a field. Mitigation: every imported field is editable in the editor before sending. False negatives fall through to TEXT (always safe).

.env.example

@@ -103,7 +103,7 @@ NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
 NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
 
 # [[SMTP]]
-# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | resend | mailchannels
+# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
 NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
 # OPTIONAL: Defines the host to use for sending emails.
 NEXT_PRIVATE_SMTP_HOST="127.0.0.1"
@@ -180,20 +180,6 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
 NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
 # OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
 NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
-# OPTIONAL: Set to "true" to disable all signin methods (email, Google, Microsoft, OIDC).
-NEXT_PUBLIC_DISABLE_SIGNIN=
-# OPTIONAL: Set to "true" to disable email/password signin only. Also closes /forgot-password and /reset-password.
-NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=
-# OPTIONAL: Set to "true" to hide the Google signin button.
-NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=
-# OPTIONAL: Set to "true" to hide the Microsoft signin button.
-NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=
-# OPTIONAL: Set to "true" to hide the OIDC signin button.
-NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=
-# OPTIONAL: When OIDC is the only enabled signin transport, /signin auto-redirects
-# to the OIDC provider (rendering only a spinner). Set to "true" to disable this
-# and keep showing the signin page.
-NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=
 # OPTIONAL: Set to true to use internal webapp url in browserless requests.
 NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
 

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -34,7 +34,7 @@ body:
       label: Browser [e.g., Chrome, Firefox]
   - type: input
     attributes:
-      label: Version [e.g., 2.13.0]
+      label: Version [e.g., 2.0.1]
   - type: checkboxes
     attributes:
       label: Please check the boxes that apply to this issue report.
@@ -44,3 +44,4 @@ body:
         - label: I have included relevant environment information.
         - label: I have included any relevant screenshots.
         - label: I understand that this is a voluntary contribution and that there is no guarantee of resolution.
+        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/config.yml

@@ -1,11 +0,0 @@
-blank_issues_enabled: false
-contact_links:
-  - name: Security vulnerability
-    url: https://github.com/documenso/documenso/security/advisories/new
-    about: Please report security vulnerabilities privately via GitHub Security Advisories. Do not open a public issue.
-  - name: Questions & Discussions
-    url: https://github.com/documenso/documenso/discussions
-    about: Ask questions, share ideas, and discuss Documenso with the community.
-  - name: Discord
-    url: https://documen.so/discord
-    about: Chat with the community and the team.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -33,3 +33,4 @@ body:
         - label: I have explained the use case or scenario for this feature.
         - label: I have included any relevant technical details or design suggestions.
         - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/improvement.yml

@@ -15,6 +15,17 @@ body:
       description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
     validations:
       required: false
+  - type: dropdown
+    id: assignee
+    attributes:
+      label: 'Do you want to work on this improvement?'
+      multiple: false
+      options:
+        - 'No'
+        - 'Yes'
+      default: 0
+    validations:
+      required: true
   - type: checkboxes
     attributes:
       label: 'Please check the boxes that apply to this improvement suggestion.'

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,14 +1,3 @@
-<!--
-  We are no longer accepting external pull requests.
-
-  Aside from a small group of trusted contributors we reach out to directly,
-  new external PRs will usually be closed with a request to open an issue instead.
-  This is a security decision. See https://documenso.com/blog/why-we-re-pausing-external-pull-requests
-
-  If you're a trusted contributor or maintainer, continue below.
-  Otherwise, please open a detailed issue: https://github.com/documenso/documenso/issues/new/choose
--->
-
 ## Description
 
 <!--- Describe the changes introduced by this pull request. -->

.github/PULL_REQUEST_TEMPLATE/test-addition.md

@@ -0,0 +1,40 @@
+---
+name: Test Addition
+about: Submit a new test, either unit or end-to-end (E2E), for review and inclusion
+---
+
+## Description
+
+<!--- Provide a clear and concise description of the new test you are adding. -->
+<!--- Explain the purpose of the test and what it aims to validate. -->
+
+## Related Issue
+
+<!--- If this test addition is related to a specific issue, reference it here using #issue_number. -->
+<!--- For example, "Fixes #123" or "Addresses #456". -->
+
+## Test Details
+
+<!--- Describe the details of the test you're adding. -->
+<!--- Include information about inputs, expected outputs, and any specific scenarios. -->
+
+- Test Name: Name of the test
+- Type: [Unit / E2E]
+- Description: Brief description of what the test checks
+- Inputs: What inputs the test uses (if applicable)
+- Expected Output: What output or behavior the test expects
+
+## Checklist
+
+<!--- Please check the boxes that apply to this pull request. -->
+<!--- You can add or remove items as needed. -->
+
+- [ ] I have written the new test and ensured it works as intended.
+- [ ] I have added necessary documentation to explain the purpose of the test.
+- [ ] I have followed the project's testing guidelines and coding style.
+- [ ] I have addressed any review feedback from previous submissions, if applicable.
+
+## Additional Notes
+
+<!--- Provide any additional context or notes for the reviewers. -->
+<!--- This might include explanations about the testing approach or any potential concerns. -->

.github/workflows/first-interaction.yml

@@ -1,10 +1,13 @@
 name: 'Welcome New Contributors'
 
 on:
+  pull_request:
+    types: ['opened']
   issues:
     types: ['opened']
 
 permissions:
+  pull-requests: write
   issues: write
 
 jobs:
@@ -17,7 +20,10 @@ jobs:
       - uses: actions/first-interaction@v1
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
+          pr-message: |
+            Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
+            <br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
           issue-message: |
             Thank you for opening your first issue and for being a part of the open signing revolution!
-            <br /> One of our team members will review it and get back to you as soon as possible 💚
+            <br /> One of our team members will review it and get back to you as soon as it possible 💚
             <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

.github/workflows/issue-assignee-check.yml

@@ -0,0 +1,62 @@
+name: 'Issue Assignee Check'
+
+on:
+  issues:
+    types: ['assigned']
+
+permissions:
+  issues: write
+
+jobs:
+  countIssues:
+    if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check Assigned User's Issue Count
+        id: parse-comment
+        uses: actions/github-script@v6
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.issue.assignee.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: issues } = await octokit.issues.listForRepo({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              assignee: username,
+              state: 'open'
+            });
+
+            const issueCount = issues.length;
+            console.log(`Issue Count For ${username}: ${issueCount}`);
+
+            if (issueCount > 3) {
+              let issueCountMessage = `### 🚨 Documenso Police 🚨`;
+              issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.issue.number,
+                body: issueCountMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/pr-review-reminder.yml

@@ -0,0 +1,63 @@
+name: 'PR Review Reminder'
+
+on:
+  pull_request:
+    types: ['opened', 'ready_for_review']
+
+permissions:
+  pull-requests: write
+
+jobs:
+  checkPRs:
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check user's PRs awaiting review
+        id: parse-prs
+        uses: actions/github-script@v5
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.pull_request.user.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: pullRequests } = await octokit.pulls.list({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              state: 'open',
+              sort: 'created',
+              direction: 'asc',
+            });
+
+            const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
+            const prCount = userPullRequests.length;
+            console.log(`PR Count for ${username}: ${prCount}`);
+
+            if (prCount > 3) {
+              let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.payload.pull_request.number,
+                body: prReminderMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/semantic-pull-requests.yml

@@ -16,6 +16,24 @@ jobs:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
+      - name: Check PR creator's previous activity
+        id: check_activity
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          if [ "$ACTIVITY" -eq 0 ]; then
+            echo "::set-output name=is_new::true"
+          else
+            echo "::set-output name=is_new::false"
+          fi
+
+      - name: Count PRs created by user
+        id: count_prs
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          echo "::set-output name=pr_count::$PR_COUNT"
+
       - uses: amannn/action-semantic-pull-request@v5
         id: lint_pr_title
         env:
@@ -26,6 +44,8 @@ jobs:
         with:
           header: pr-title-lint-error
           message: |
+            Hey There! and thank you for opening this pull request! 📝👋🏼
+
             We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
 
             Details:
@@ -33,3 +53,10 @@ jobs:
             ```
             ${{ steps.lint_pr_title.outputs.error_message }}
             ```
+
+      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
+        uses: marocchino/sticky-pull-request-comment@v2
+        with:
+          header: pr-title-lint-error
+          message: |
+            Thank you for following the naming conventions for pull request titles! 💚🚀

.github/workflows/stale.yml

@@ -21,4 +21,4 @@ jobs:
           stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
           close-pr-message: 'This PR has been closed because of inactivity.'
           exempt-pr-labels: 'WIP,on-hold,needs review'
-          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,status: assigned,status: triage'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'

.gitpod.yml

@@ -31,7 +31,8 @@ vscode:
   extensions:
     - aaron-bond.better-comments
     - bradlc.vscode-tailwindcss
-    - biomejs.biome
+    - dbaeumer.vscode-eslint
+    - esbenp.prettier-vscode
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
     - GitHub.vscode-pull-request-github

.well-known/security.txt

@@ -1,14 +1,7 @@
-# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
-Contact: https://github.com/documenso/documenso/security/advisories/new
-
-# Alternatively, report critical issues privately by email.
-Contact: mailto:security@documenso.com
-
-# Security policy
-Policy: https://github.com/documenso/documenso/security/policy
-
-# General (non-security) issues
+# General Issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
+# Report critical issues privately to let us take appropriate action before publishing.
+Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

ARCHITECTURE.md

@@ -42,8 +42,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
 | Package                    | Description                                              | Port |
 | -------------------------- | -------------------------------------------------------- | ---- |
 | `@documenso/remix`         | Main application - React Router (Remix) with Hono server | 3000 |
-| `@documenso/documentation` | Documentation site (Next.js + Nextra)                    | 3002 |
 | `@documenso/openpage-api`  | Public analytics API                                     | 3003 |
+| `@documenso/docs`          | Documentation site                                       | 3004 |
 
 ### Core Packages (`packages/`)
 

CONTRIBUTING.md

@@ -1,27 +1,13 @@
 # Contributing to Documenso
 
-> **We are no longer accepting external pull requests.**
->
-> Aside from a small group of trusted contributors we reach out to directly, we no longer merge external PRs. New pull requests will usually be closed with a request to open an issue instead. This is a security decision, not a judgement on your work. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the full reasoning.
->
-> Documenso stays open source. You can still read, audit, run, and fork the code. The best way to contribute is through detailed issues.
+If you plan to contribute to Documenso, please take a moment to feel awesome ✨ People like you are what open source is about ♥. Any contributions, no matter how big or small, are highly appreciated.
 
-## How to contribute now
+## Before getting started
 
-The most useful contribution is a detailed issue. Treat it like a spec. The more detail, the better:
-
-- The problem you're trying to solve, and who it affects
-- How you expect the feature or change to behave
-- Edge cases, constraints, and anything you've already considered
-- Examples, mockups, or references where they help
-
-Before opening an issue, search [existing issues](https://github.com/documenso/documenso/issues) and [discussions](https://github.com/documenso/documenso/discussions) for related items. If a proposal is detailed and fits where Documenso is heading, we'll pick it up and build against it.
-
-For security vulnerabilities, do not open a public issue. Follow our [Security Policy](./SECURITY.md) instead.
-
----
-
-The sections below are for trusted contributors working with us directly, and for anyone running Documenso locally or maintaining a fork.
+- Before jumping into a PR be sure to search [existing PRs](https://github.com/documenso/documenso/pulls) or [issues](https://github.com/documenso/documenso/issues) for an open or closed item that relates to your submission.
+- Select an issue from [here](https://github.com/documenso/documenso/issues) or create a new one
+- Consider the results from the discussion on the issue
+- Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
 
 ## English only PRs and Issues
 

README.md

@@ -51,18 +51,16 @@ Join us in creating the next generation of open trust infrastructure.
 
 ## Community and Next Steps 🎯
 
-- Try Documenso by self-hosting it or signing up at [documenso.com](https://documenso.com).
+- Check out the first source code release in this repository and test it.
 - Tell us what you think in the [Discussions](https://github.com/documenso/documenso/discussions).
-- Join the [Discord server](https://documen.so/discord) for any questions and getting to know other community members.
+- Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members.
 - ⭐ the repository to help us raise awareness.
-- Open detailed [issues](https://github.com/documenso/documenso/issues) to report bugs or propose features.
+- Spread the word on Twitter that Documenso is working towards a more open signing tool.
+- Fix or create [issues](https://github.com/documenso/documenso/issues), that are needed for the first production release.
 
 ## Contributing
 
-> **Note**: We no longer accept external pull requests, aside from a small group of trusted contributors we reach out to directly. The best way to contribute is through detailed issues. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the reasoning.
-
-- Documenso stays open source. You can read, audit, run, and fork the code.
-- To report issues or propose changes, see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
 
 ## Contact us
 
@@ -83,21 +81,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-- [TypeScript](https://www.typescriptlang.org/) - Language
-- [React Router v7](https://reactrouter.com/) - Framework
-- [Hono](https://hono.dev/) - Server
+- [Typescript](https://www.typescriptlang.org/) - Language
+- [ReactRouter](https://reactrouter.com/) - Framework
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind CSS](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
+- [Tailwind](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
-- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signatures
-- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
-- [@cantoo/pdf-lib](https://github.com/cantoo-scribe/pdf-lib) - PDF manipulation
+- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
+- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
+- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
-- [Biome](https://biomejs.dev/) - Linting & Formatting
-- [Playwright](https://playwright.dev/) - E2E Testing
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -202,10 +196,6 @@ For full instructions, requirements, and configuration details, see the [Self Ho
 
 [![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
 
-## Security
-
-If you believe you have found a security vulnerability in Documenso, please report it through our [Security Policy](https://github.com/documenso/documenso/security/policy). We prioritize private reports via [GitHub Security Advisories](https://github.com/documenso/documenso/security/advisories/new). See [SECURITY.md](./SECURITY.md) for scope and details.
-
 ## Troubleshooting
 
 For troubleshooting self-hosted deployments, see the [Troubleshooting guide](https://docs.documenso.com/docs/self-hosting/maintenance/troubleshooting) and [Tips & Common Pitfalls](https://docs.documenso.com/docs/self-hosting/getting-started/tips).

SECURITY.md

@@ -1,38 +0,0 @@
-# Security Policy
-
-We take the security of Documenso seriously. As a platform trusted with legally binding documents, the safety of the project and the people who rely on it is a priority for us. We're grateful to the security researchers who help keep it that way. If you've found an issue, we'd genuinely like to hear about it.
-
-## Reporting a Vulnerability
-
-Report security vulnerabilities privately. Do not open a public issue, discussion, or pull request for security reports.
-
-We accept reports through two channels, in order of preference:
-
-1. **GitHub Security Advisories (preferred)**. Use the [private vulnerability reporting form](https://github.com/documenso/documenso/security/advisories/new). This is our primary channel and lets us triage and work with you on a fix.
-2. **Email**. If you cannot use GitHub Security Advisories, email [security@documenso.com](mailto:security@documenso.com).
-
-Include the affected version, a clear description, steps to reproduce, and the potential impact.
-
-## Triage and Response
-
-We triage reports as we have availability. We read every report we receive, and we appreciate the time and effort it takes to put one together.
-
-We also run [Codex](https://openai.com/codex/) security analysis across the codebase. If Codex has already reported the issue you're sending us, we may close your report as a duplicate. Please don't take this as a reflection on your work; it just means our automated tooling happened to surface the same thing first.
-
-## Scope
-
-This policy covers vulnerabilities in the Documenso application code in this repository.
-
-The items below are out of scope and will not be accepted. They are deployment, infrastructure, and configuration concerns that belong with the operator's firewall, network, and environment setup, not the application:
-
-- Server-Side Request Forgery (SSRF) and related network-egress concerns
-- DNS rebinding and other DNS-level issues
-- Rate limiting, denial of service, and volumetric attacks
-- TLS and certificate configuration, HTTP security headers, and other reverse-proxy or web-server configuration
-- Findings that depend on insecure self-hosted infrastructure or misconfiguration
-
-If you're unsure whether something is in scope, report it privately anyway and we'll happily take a look.
-
-## Supported Versions
-
-Security fixes are applied to the latest release. Run the most recent version of Documenso.

SIGNING.md

@@ -1,9 +1,67 @@
-# Signing Certificate
+# Creating your own signing certificate
 
-Documenso needs a signing certificate to digitally sign documents. For full, up-to-date instructions on generating, converting, and configuring a certificate, see the official documentation:
+For the digital signature of your documents you need a signing certificate in .p12 format (public and private key). You can buy one (not recommended for dev) or use the steps to create a self-signed one:
 
-- [Signing Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate): Overview and all certificate options
-- [Local Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/local): Generate a self-signed `.p12` certificate with OpenSSL
-- [Google Cloud HSM](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm): Sign using Google Cloud KMS
+1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
 
-For deploying Documenso with Docker, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.
+   `openssl genrsa -out private.key 2048`
+
+2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:
+
+   `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
+
+   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
+
+3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
+
+   ```bash
+   # Set certificate password securely (won't appear in command history)
+   read -s -p "Enter certificate password: " CERT_PASS
+   echo
+   
+   # Create the p12 certificate using the environment variable
+   openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
+       -password env:CERT_PASS \
+       -keypbe PBE-SHA1-3DES \
+       -certpbe PBE-SHA1-3DES \
+       -macalg sha1
+   ```
+
+4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
+
+5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
+
+## Docker
+
+> We are still working on the publishing of docker images, in the meantime you can follow the steps below to create a production ready docker image.
+
+Want to create a production ready docker image? Follow these steps:
+
+- cd into `docker` directory
+- Make `build.sh` executable by running `chmod +x build.sh`
+- Run `./build.sh` to start building the docker image.
+- Publish the image to your docker registry of choice (or) If you prefer running the image from local, run the below command
+
+```
+docker run -d --restart=unless-stopped -p 3000:3000 -v documenso:/app/data --name documenso documenso:latest
+```
+
+Command Breakdown:
+
+- `-d` - Let's you run the container in background
+- `-p` - Passes down which ports to use. First half is the host port, Second half is the app port. You can change the first half anything you want and reverse proxy to that port.
+- `-v` - Volume let's you persist the data
+- `--name` - Name of the container
+- `documenso:latest` - Image you have built
+
+## Deployment
+
+We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
+
+## Railway
+
+[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
+
+## Render
+
+[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)

apps/docs/README.md

@@ -1,16 +1,45 @@
-# @documenso/docs
+# docs
 
-The Documenso documentation site, built with [Next.js](https://nextjs.org/) and [Fumadocs](https://fumadocs.dev/). Published at [docs.documenso.com](https://docs.documenso.com).
+This is a Next.js application generated with
+[Create Fumadocs](https://github.com/fuma-nama/fumadocs).
 
-Content lives under `content/docs/` as MDX. See [WRITING_STYLE.md](../../WRITING_STYLE.md) for the documentation writing conventions.
+Run development server:
 
 ```bash
-# From the monorepo root
-npm run dev --filter=@documenso/docs
+npm run dev
+# or
+pnpm dev
+# or
+yarn dev
 ```
 
-## Structure
+Open http://localhost:3000 with your browser to see the result.
 
-- `content/docs/`: Documentation pages (MDX).
-- `lib/source.ts`: Content source adapter.
-- `lib/layout.shared.tsx`: Shared layout options.
+## Explore
+
+In the project, you can see:
+
+- `lib/source.ts`: Code for content source adapter, [`loader()`](https://fumadocs.dev/docs/headless/source-api) provides the interface to access your content.
+- `lib/layout.shared.tsx`: Shared options for layouts, optional but preferred to keep.
+
+| Route                     | Description                                            |
+| ------------------------- | ------------------------------------------------------ |
+| `app/(home)`              | The route group for your landing page and other pages. |
+| `app/docs`                | The documentation layout and pages.                    |
+| `app/api/search/route.ts` | The Route Handler for search.                          |
+
+### Fumadocs MDX
+
+A `source.config.ts` config file has been included, you can customise different options like frontmatter schema.
+
+Read the [Introduction](https://fumadocs.dev/docs/mdx) for further details.
+
+## Learn More
+
+To learn more about Next.js and Fumadocs, take a look at the following
+resources:
+
+- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js
+  features and API.
+- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
+- [Fumadocs](https://fumadocs.dev) - learn about Fumadocs

apps/docs/content/docs/developers/api/documents.mdx

@@ -6,6 +6,8 @@ description: Create, manage, and send documents for signing via the API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
   see the [OpenAPI Reference](https://openapi.documenso.com).

apps/docs/content/docs/developers/api/index.mdx

@@ -5,6 +5,8 @@ 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).

apps/docs/content/docs/developers/api/meta.json

@@ -8,6 +8,7 @@
     "teams",
     "rate-limits",
     "versioning",
+    "migrate-to-envelopes",
     "developer-mode",
     "common-errors"
   ]

apps/docs/content/docs/developers/api/migrate-to-envelopes.mdx

@@ -0,0 +1,249 @@
+---
+title: Migrating to Envelopes
+description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+## Summary
+
+The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
+
+- <strong>API V1</strong>
+- <strong>A subset of SDK/API V2 endpoints</strong>
+- <strong>Legacy documents and templates</strong>
+- <strong>EmbedCreateDocumentV1</strong>
+- <strong>EmbedCreateTemplateV1</strong>
+- <strong>EmbedUpdateDocumentV1</strong>
+- <strong>EmbedUpdateTemplateV1</strong>
+
+The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
+
+Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
+
+## What are legacy documents and templates
+
+These are documents and templates created by the following endpoints:
+
+- `POST /api/v2/document/create`
+- `POST /api/v2/document/create/beta`
+- `POST /api/v2/template/create`
+- `POST /api/v2/template/create/beta`
+- `POST /api/v1/documents`
+- `POST /api/v1/templates`
+- `POST /api/v1/templates/create-document`
+- `POST /api/v1/templates/generate-document`
+
+## What replaces legacy documents and templates
+
+At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
+
+We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
+
+Moving to the envelope system gives you:
+
+- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
+- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
+- **A better editor and signing experience** for you and your recipients.
+
+## How to migrate
+
+{/* prettier-ignore */}
+<Steps>
+  <Step>
+    ### Switch to the envelope endpoints
+
+    Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
+  </Step>
+  <Step>
+    ### Set the envelope `type` on create
+
+    A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
+  </Step>
+  <Step>
+    ### Update how you store IDs
+
+    Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
+  </Step>
+  <Step>
+    ### Test, then remove the old calls
+
+    Verify the new flow against your account, then delete the deprecated calls.
+  </Step>
+</Steps>
+
+The main data differences are as follows:
+- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
+- pageNumber becomes page
+- pageX becomes positionX
+- pageY becomes positionY
+
+See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
+
+### Deprecated V1 API Endpoints
+
+Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
+
+| Deprecated endpoint                                      | Replacement                                           |
+| -------------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v1/documents`                                  | `GET /api/v2/envelope`                                |
+| `GET /api/v1/documents/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/documents`                                 | `POST /api/v2/envelope/create`                        |
+| `POST /api/v1/documents/{id}/send`                       | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v1/documents/{id}/resend`                     | `POST /api/v2/envelope/redistribute`                  |
+| `DELETE /api/v1/documents/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `GET /api/v1/documents/{id}/download`                    | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `POST /api/v1/documents/{id}/recipients`                 | `POST /api/v2/envelope/recipient/create-many`         |
+| `PATCH /api/v1/documents/{id}/recipients/{recipientId}`  | `POST /api/v2/envelope/recipient/update-many`         |
+| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete`              |
+| `POST /api/v1/documents/{id}/fields`                     | `POST /api/v2/envelope/field/create-many`             |
+| `PATCH /api/v1/documents/{id}/fields/{fieldId}`          | `POST /api/v2/envelope/field/update-many`             |
+| `DELETE /api/v1/documents/{id}/fields/{fieldId}`         | `POST /api/v2/envelope/field/delete`                  |
+| `GET /api/v1/templates`                                  | `GET /api/v2/envelope` (with `type=TEMPLATE`)         |
+| `GET /api/v1/templates/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/templates`                                 | `POST /api/v2/envelope/create` (`type=TEMPLATE`)      |
+| `DELETE /api/v1/templates/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v1/templates/{templateId}/create-document`    | `POST /api/v2/envelope/use`                           |
+| `POST /api/v1/templates/{templateId}/generate-document`  | `POST /api/v2/envelope/use`                           |
+
+### Deprecated V2 API Endpoints
+
+Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
+
+#### Documents
+
+| Deprecated endpoint                               | Replacement                                           |
+| ------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
+| `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many`                      |
+| `POST /api/v2/document/create`                    | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/create/beta`               | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/update`                    | `POST /api/v2/envelope/update`                        |
+| `POST /api/v2/document/delete`                    | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v2/document/duplicate`                 | `POST /api/v2/envelope/duplicate`                     |
+| `POST /api/v2/document/distribute`                | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v2/document/redistribute`              | `POST /api/v2/envelope/redistribute`                  |
+| `GET /api/v2/document/attachment`                 | `GET /api/v2/envelope/attachment`                     |
+| `POST /api/v2/document/attachment/create`         | `POST /api/v2/envelope/attachment/create`             |
+| `POST /api/v2/document/attachment/update`         | `POST /api/v2/envelope/attachment/update`             |
+| `POST /api/v2/document/attachment/delete`         | `POST /api/v2/envelope/attachment/delete`             |
+| `GET /api/v2/document/{documentId}/download`      | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+
+#### Templates
+
+| Deprecated endpoint                   | Replacement                                      |
+| ------------------------------------- | ------------------------------------------------ |
+| `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
+| `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
+| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many`                 |
+| `POST /api/v2/template/create`        | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/create/beta`   | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/update`        | `POST /api/v2/envelope/update`                   |
+| `POST /api/v2/template/duplicate`     | `POST /api/v2/envelope/duplicate`                |
+| `POST /api/v2/template/delete`        | `POST /api/v2/envelope/delete`                   |
+| `POST /api/v2/template/use`           | `POST /api/v2/envelope/use`                      |
+| `POST /api/v2/template/direct/create` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/delete` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/toggle` | **Pending replacement**                               |
+
+#### Document fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/document/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/document/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Template fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/template/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/template/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Document recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/document/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+#### Template recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/template/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+### Embedding components
+
+| Deprecated component    | Replacement           |
+| ----------------------- | --------------------- |
+| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
+| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
+| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
+| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
+
+See the [embedding guide](/docs/developers/embedding) for the envelope components.
+
+## FAQ
+
+<Accordions>
+  <Accordion title="What happens on 1 March 2027?">
+    The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
+    Requests to them will fail, so migrate to the envelope API before that date.
+  </Accordion>
+  <Accordion title="Will my existing documents and templates keep working?">
+    Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
+    the deprecated endpoints you call are going away. Your data is not deleted.
+  </Accordion>
+  <Accordion title="Do I need a new API token?">
+    No. Authentication is unchanged. The same API token works for the envelope endpoints under
+    `https://app.documenso.com/api/v2`.
+  </Accordion>
+  <Accordion title="What is the difference between a document and a template now?">
+    Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
+    endpoints, recipients, fields, and attachments.
+  </Accordion>
+  <Accordion title="I use an official SDK, what should I do?">
+    The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
+    The deprecated document and template methods map to the envelope endpoints in the tables above.
+  </Accordion>
+  <Accordion title="I need more time or help migrating">
+    Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
+    help you plan the migration.
+  </Accordion>
+</Accordions>
+
+## Getting help
+
+- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
+- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
+- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
+
+## See also
+
+- [Documents API](/docs/developers/api/documents): create and manage envelopes
+- [Templates API](/docs/developers/api/templates): work with templates and direct links
+- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
+- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API

apps/docs/content/docs/developers/api/rate-limits.mdx

@@ -11,7 +11,7 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 
 ## HTTP Rate Limits
 
-**Limit:** 100 requests per minute per IP address  
+**Limit:** 100 requests per minute per IP address
 **Response:** 429 Too Many Requests
 
 ### Rate Limit Response

apps/docs/content/docs/developers/api/templates.mdx

@@ -6,6 +6,8 @@ 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).

apps/docs/content/docs/developers/api/versioning.mdx

@@ -5,6 +5,8 @@ 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.
@@ -19,7 +21,16 @@ 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

apps/docs/content/docs/developers/examples/common-workflows.mdx

@@ -8,6 +8,8 @@ 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.

apps/docs/content/docs/developers/examples/index.mdx

@@ -3,6 +3,8 @@ title: Examples
 description: Common integration patterns and end-to-end workflows.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Common Workflows"

apps/docs/content/docs/developers/getting-started/authentication.mdx

@@ -7,6 +7,8 @@ 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)

apps/docs/content/docs/developers/getting-started/first-api-call.mdx

@@ -7,6 +7,8 @@ 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:

apps/docs/content/docs/developers/getting-started/index.mdx

@@ -3,6 +3,8 @@ title: Getting Started
 description: Get your API key and make your first API call.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Authentication"

apps/docs/content/docs/developers/index.mdx

@@ -3,6 +3,8 @@ title: Developer Guide
 description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
 ---
 
+<EnvelopeWarning />
+
 ## Getting Started
 
 <Cards>

apps/docs/content/docs/developers/local-development/index.mdx

@@ -15,17 +15,16 @@ Pick the one that fits your needs the best.
 
 ## Tech Stack
 
-- [TypeScript](https://www.typescriptlang.org/) - Language
-- [React Router v7](https://reactrouter.com/) - Framework
-- [Hono](https://hono.dev/) - Server
+- [Typescript](https://www.typescriptlang.org/) - Language
+- [React Router](https://reactrouter.com/) - Framework
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind CSS](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
+- [Tailwind](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
-- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signing and Manipulation
-- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
+- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
+- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
+- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
 
 <div className="mt-16 flex items-center justify-center gap-4">

apps/docs/content/docs/self-hosting/configuration/email.mdx

@@ -278,9 +278,7 @@ Test your email configuration by creating an account or resetting a password. Th
 
 ### Using a Test SMTP Server
 
-For development or testing, use a local SMTP server like [Inbucket](https://www.inbucket.org/), [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog). The default development setup (`docker/development/compose.yml`) already runs Inbucket, with its web UI on port 9000 and SMTP on port 2500.
-
-To run one standalone instead:
+For development or testing, use a local SMTP server like [Mailhog](https://github.com/mailhog/MailHog) or [Mailpit](https://github.com/axllent/mailpit):
 
 ```bash
 # Using Docker

apps/docs/content/docs/self-hosting/configuration/environment.mdx

@@ -86,21 +86,6 @@ Callback URL: `https://<your-domain>/api/auth/callback/microsoft`
 | `NEXT_PRIVATE_OIDC_SKIP_VERIFY`    | `false` | Skip email verification for OIDC accounts          |
 | `NEXT_PRIVATE_OIDC_PROMPT`         | `login` | OIDC prompt parameter. Set to empty string to omit |
 
-### Webhooks
-
-| Variable                                | Default | Description                                                              |
-| --------------------------------------- | ------- | ------------------------------------------------------------------------ |
-| `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` | -       | Comma-separated hostnames or IPs allowed to resolve to private addresses |
-
-Before delivering a webhook, Documenso checks whether the target resolves to a
-private or loopback address and blocks it if so. This check is best-effort and
-fails open. Use `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` to allow specific
-internal hosts, for example when delivering to a service on your own network:
-
-```bash
-NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS="hooks.internal.example,10.0.0.5"
-```
-
 ---
 
 ## Email Configuration
@@ -272,12 +257,6 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`       | Block new accounts via Microsoft. Existing linked users can still sign in           | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`            | Block new accounts via OIDC, including the organisation portal                      | `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`        | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) |         |
-| `NEXT_PUBLIC_DISABLE_SIGNIN`                 | Master switch. Disable all signin methods application-wide                          | `false` |
-| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`  | Disable email/password signin. Also closes `/forgot-password` and `/reset-password` | `false` |
-| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`          | Hide the Google signin button                                                       | `false` |
-| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`       | Hide the Microsoft signin button                                                    | `false` |
-| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`            | Hide the OIDC signin button                                                         | `false` |
-| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`     | Disable the automatic `/signin` redirect when OIDC is the only enabled transport    | `false` |
 | `NEXT_PUBLIC_POSTHOG_KEY`             | PostHog API key for analytics and feature flags                                     |         |
 | `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features                                                             | `false` |
 
@@ -309,44 +288,6 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 NEXT_PUBLIC_DISABLE_SIGNUP="true"
 ```
 
-### Sign-in Restrictions
-
-You can control which methods are available for users to sign in with the following environment variables:
-
-- **`NEXT_PUBLIC_DISABLE_SIGNIN`** (master switch): Set to `true` to block all signin methods (email/password, Google, Microsoft, OIDC). Hides every signin entry point on `/signin` and rejects email/password signin server-side with a `SIGNIN_DISABLED` error.
-- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`**: Set to `true` to disable email/password signin only. The email/password form is hidden, the `/forgot-password` and `/reset-password` pages redirect to `/signin`, and the corresponding server endpoints reject requests. SSO signin is unaffected.
-- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`**: Set to `true` to hide the matching SSO button on the signin page. Useful when an SSO provider is kept configured for account linking but not advertised as a signin entry point.
-
-These flags are opt-in: when none are set, signin behaviour is unchanged from a stock Documenso instance.
-
-```bash
-# Allow only OIDC signin (e.g. enterprise SSO-only)
-NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
-NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
-NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
-
-# Or disable signin entirely
-NEXT_PUBLIC_DISABLE_SIGNIN="true"
-```
-
-### OIDC Auto-redirect
-
-When OIDC is the only enabled signin transport on your instance, `/signin` automatically redirects users straight to the OIDC provider instead of showing the signin form. The page renders a spinner while the redirect happens. No extra configuration is required — disabling every other signin method is enough to trigger it.
-
-- **`NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`**: Set to `true` to opt out of the automatic redirect and keep rendering the signin page even when OIDC is the only enabled transport.
-
-The redirect only triggers when OIDC is configured and email/password, Google, and Microsoft signin are all disabled. If any other transport remains enabled, the signin form is shown as normal.
-
-```bash
-# OIDC-only signin: disabling all other methods auto-redirects to the provider
-NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
-NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
-NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
-
-# Opt out of the auto-redirect while still OIDC-only
-# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
-```
-
 ---
 
 ## AI Features
@@ -490,16 +431,6 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
-
-# Sign-in restrictions (optional)
-# NEXT_PUBLIC_DISABLE_SIGNIN="true"
-# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
-# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
-# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
-# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN="true"
-
-# Opt out of the automatic OIDC redirect when OIDC is the only enabled transport (optional)
-# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
 ```
 
 ---

apps/docs/content/docs/self-hosting/deployment/docker-compose.mdx

@@ -163,19 +163,6 @@ NEXT_PUBLIC_DISABLE_SIGNUP=false
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
-
-# Signin restrictions (optional)
-# Master switch — disables every signin method
-# NEXT_PUBLIC_DISABLE_SIGNIN=true
-# Per-method switches (optional). Each disables that signin path.
-# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=true
-# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=true
-# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=true
-# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=true
-
-# When OIDC is the only enabled transport, /signin auto-redirects to the provider.
-# Set this to opt out and keep showing the signin page (optional).
-# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=true
 ```
 
 <Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>

apps/docs/content/docs/self-hosting/deployment/docker.mdx

@@ -112,12 +112,6 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`      | Block new accounts via Microsoft OAuth                         | `false`                   |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`           | Block new accounts via OIDC (incl. organisation portal)        | `false`                   |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`       | Comma-separated list of allowed signup email domains           |                           |
-| `NEXT_PUBLIC_DISABLE_SIGNIN`                | Master switch — disable all signin methods                     | `false`                   |
-| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                             | `false`                   |
-| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`         | Hide the Google signin button                                  | `false`                   |
-| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`      | Hide the Microsoft signin button                               | `false`                   |
-| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`           | Hide the OIDC signin button                                    | `false`                   |
-| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`    | Disable auto-redirect to OIDC when it is the only transport     | `false`                   |
 
 For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
 

apps/docs/content/docs/self-hosting/deployment/kubernetes.mdx

@@ -235,7 +235,7 @@ spec:
 ```
 
 <Callout type="info">
-  Pin to a specific image tag (e.g., `documenso/documenso:<version>`) in production instead of `latest`
+  Pin to a specific image tag (e.g., `documenso/documenso:1.5.0`) in production instead of `latest`
   to ensure predictable deployments.
 </Callout>
 

apps/docs/content/docs/self-hosting/deployment/manual.mdx

@@ -14,8 +14,8 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
 
 ## Prerequisites
 
-- Node.js 22 or later
-- npm 11 or later
+- Node.js 20 or later
+- npm
 - PostgreSQL 14 or later
 - A Linux server (for systemd service setup)
 

apps/docs/content/docs/self-hosting/deployment/railway.mdx

@@ -159,12 +159,6 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`| Block new accounts via Microsoft OAuth                 | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`     | Block new accounts via OIDC (incl. organisation portal)| `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains   |         |
-| `NEXT_PUBLIC_DISABLE_SIGNIN`          | Master switch — disable all signin methods             | `false` |
-| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                     | `false` |
-| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`   | Hide the Google signin button                          | `false` |
-| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`| Hide the Microsoft signin button                       | `false` |
-| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`     | Hide the OIDC signin button                            | `false` |
-| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable auto-redirect to OIDC when it is the only transport | `false` |
 | `NEXT_PRIVATE_SIGNING_PASSPHRASE`     | Passphrase for signing certificate                     | -       |
 | `DOCUMENSO_DISABLE_TELEMETRY`     | Disable anonymous telemetry        | `false` |
 

apps/docs/content/docs/self-hosting/getting-started/quick-start.mdx

@@ -124,16 +124,12 @@ docker compose -f docker/development/compose.yml exec database \
 
 The quick start setup runs the following containers:
 
-| Container   | Purpose                              | Port                          |
-| ----------- | ------------------------------------ | ----------------------------- |
-| `documenso` | Main application                     | 3000                          |
-| `database`  | PostgreSQL database                  | 54320                         |
-| `inbucket`  | Local email testing server           | 9000 (web UI), 2500 (SMTP)    |
-| `redis`     | Cache and background job queue       | 63790                         |
-| `minio`     | S3-compatible storage                | 9002 (API), 9001 (console)    |
-| `gotenberg` | Document conversion (optional)       | 3005                          |
-
-The local email server is [Inbucket](https://www.inbucket.org/). Open its web UI at [http://localhost:9000](http://localhost:9000) to view emails Documenso sends during development. For your own deployment you can use any SMTP-compatible mailserver, such as Inbucket, [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog).
+| Container   | Purpose                          | Port  |
+| ----------- | -------------------------------- | ----- |
+| `documenso` | Main application                 | 3000  |
+| `database`  | PostgreSQL database              | 54320 |
+| `maildev`   | Local email testing server       | 2500  |
+| `minio`     | S3-compatible storage (optional) | 9000  |
 
 ## Useful Commands
 

apps/docs/content/docs/self-hosting/getting-started/requirements.mdx

@@ -141,8 +141,8 @@ If building from source (not using Docker images):
 
 | Requirement | Version |
 | ----------- | ------- |
-| Node.js     | 22+     |
-| npm         | 11+     |
+| Node.js     | 18+     |
+| npm         | 8+      |
 
 ---
 
@@ -169,7 +169,7 @@ Documenso runs on:
 | MySQL/MariaDB  | PostgreSQL-specific features required |
 | SQLite         | Not suitable for production workloads |
 | MongoDB        | Relational database required          |
-| Node.js < 22   | Modern JavaScript features required   |
+| Node.js < 18   | Modern JavaScript features required   |
 
 ---
 

apps/docs/content/docs/self-hosting/getting-started/tips.mdx

@@ -92,7 +92,7 @@ Use a specific version tag in production:
 
 ```bash
 # Good — predictable, reproducible
-docker pull documenso/documenso:<version>
+docker pull documenso/documenso:1.8.0
 
 # Risky — may pull breaking changes
 docker pull documenso/documenso:latest

apps/docs/content/docs/self-hosting/index.mdx

@@ -27,14 +27,6 @@ import { Callout } from 'fumadocs-ui/components/callout';
   Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
 </Callout>
 
-<Callout type="warn">
-  **You are responsible for your own network security.** Documenso applies best-effort, non-exhaustive
-  checks to outbound requests such as webhooks, but these are not a complete SSRF mitigation and they
-  fail open. A self-hosted instance can reach internal addresses on your network. Restricting outbound
-  traffic, egress filtering, and blocking access to internal services and cloud metadata endpoints is
-  your responsibility through your firewall and network configuration.
-</Callout>
-
 ---
 
 ## Deployment Options

apps/docs/content/docs/self-hosting/maintenance/upgrades.mdx

@@ -165,10 +165,10 @@ See [Backups](/docs/self-hosting/maintenance/backups) for automated backup strat
 ### Pull the new image
 
 ```bash
-docker pull documenso/documenso:<version>
+docker pull documenso/documenso:1.6.0
 ```
 
-Replace `<version>` with your target version.
+Replace `1.6.0` with your target version.
 
 </Step>
 <Step>
@@ -189,7 +189,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:<version>
+  documenso/documenso:1.6.0
 ```
 
 </Step>
@@ -223,14 +223,14 @@ Edit `compose.yml` or your `.env` file to specify the new version:
 ```yaml
 services:
   documenso:
-    image: documenso/documenso:<version>
+    image: documenso/documenso:1.6.0
 ```
 
 Or if using environment variable substitution:
 
 ```bash
 # In .env
-DOCUMENSO_VERSION=<version>
+DOCUMENSO_VERSION=1.6.0
 ```
 
 ```yaml
@@ -283,7 +283,7 @@ Edit the deployment directly:
 
 ```bash
 kubectl set image deployment/documenso \
-  documenso=documenso/documenso:<version> \
+  documenso=documenso/documenso:1.6.0 \
   -n documenso
 ```
 
@@ -295,7 +295,7 @@ spec:
     spec:
       containers:
         - name: documenso
-          image: documenso/documenso:<version>
+          image: documenso/documenso:1.6.0
 ```
 
 Then apply:
@@ -421,12 +421,12 @@ To run migrations manually before upgrading:
 
 ```bash
 # Pull the new image
-docker pull documenso/documenso:<version>
+docker pull documenso/documenso:1.6.0
 
 # Run migrations only
 docker run --rm \
   -e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@host:5432/documenso" \
-  documenso/documenso:<version> \
+  documenso/documenso:1.6.0 \
   npx prisma migrate deploy
 ```
 
@@ -516,7 +516,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:<previous-version>
+  documenso/documenso:1.5.0
 ```
 
 </Tab>

apps/docs/package.json

@@ -4,7 +4,7 @@
   "private": true,
   "scripts": {
     "build": "next build",
-    "dev": "next dev",
+    "dev": "next dev --port 3004",
     "start": "next start",
     "types:check": "fumadocs-mdx && next typegen && tsc --noEmit",
     "postinstall": "fumadocs-mdx"

apps/docs/src/components/mdx/envelope-warning.tsx

@@ -0,0 +1,19 @@
+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>
+  );
+}

apps/docs/src/mdx-components.tsx

@@ -1,6 +1,7 @@
 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
@@ -9,6 +10,7 @@ export function getMDXComponents(components?: MDXComponents): any {
     ...defaultMdxComponents,
     ...TabsComponents,
     Mermaid,
+    EnvelopeWarning,
     ...components,
   };
 }

apps/remix/Dockerfile

@@ -0,0 +1,22 @@
+FROM node:20-alpine AS development-dependencies-env
+COPY . /app
+WORKDIR /app
+RUN npm ci
+
+FROM node:20-alpine AS production-dependencies-env
+COPY ./package.json package-lock.json /app/
+WORKDIR /app
+RUN npm ci --omit=dev
+
+FROM node:20-alpine AS build-env
+COPY . /app/
+COPY --from=development-dependencies-env /app/node_modules /app/node_modules
+WORKDIR /app
+RUN npm run build
+
+FROM node:20-alpine
+COPY ./package.json package-lock.json /app/
+COPY --from=production-dependencies-env /app/node_modules /app/node_modules
+COPY --from=build-env /app/build /app/build
+WORKDIR /app
+CMD ["npm", "run", "start"]

apps/remix/README.md

@@ -1,14 +1,100 @@
-# @documenso/remix
+# Welcome to React Router!
 
-The main Documenso web application. Built with [React Router v7](https://reactrouter.com/) and served by a [Hono](https://hono.dev/) server.
+A modern, production-ready template for building full-stack React applications using React Router.
 
-This package is part of the Documenso monorepo and is not meant to be run standalone. Use the root scripts instead.
+[![Open in StackBlitz](https://developer.stackblitz.com/img/open_in_stackblitz.svg)](https://stackblitz.com/github/remix-run/react-router-templates/tree/main/default)
 
-- Local development: see the [root README](../../README.md) and the [Local Development docs](https://docs.documenso.com/docs/developers/local-development).
-- Self-hosting and deployment: see the [Self-Hosting docs](https://docs.documenso.com/docs/self-hosting).
-- Architecture overview: see [ARCHITECTURE.md](../../ARCHITECTURE.md).
+## Features
+
+- 🚀 Server-side rendering
+- ⚡️ Hot Module Replacement (HMR)
+- 📦 Asset bundling and optimization
+- 🔄 Data loading and mutations
+- 🔒 TypeScript by default
+- 🎉 TailwindCSS for styling
+- 📖 [React Router docs](https://reactrouter.com/)
+
+## Getting Started
+
+### Installation
+
+Install the dependencies:
+
+```bash
+npm install
+```
+
+### Development
+
+Start the development server with HMR:
 
 ```bash
-# From the monorepo root
 npm run dev
 ```
+
+Your application will be available at `http://localhost:5173`.
+
+## Building for Production
+
+Create a production build:
+
+```bash
+npm run build
+```
+
+## Deployment
+
+### Docker Deployment
+
+This template includes three Dockerfiles optimized for different package managers:
+
+- `Dockerfile` - for npm
+- `Dockerfile.pnpm` - for pnpm
+- `Dockerfile.bun` - for bun
+
+To build and run using Docker:
+
+```bash
+# For npm
+docker build -t my-app .
+
+# For pnpm
+docker build -f Dockerfile.pnpm -t my-app .
+
+# For bun
+docker build -f Dockerfile.bun -t my-app .
+
+# Run the container
+docker run -p 3000:3000 my-app
+```
+
+The containerized application can be deployed to any platform that supports Docker, including:
+
+- AWS ECS
+- Google Cloud Run
+- Azure Container Apps
+- Digital Ocean App Platform
+- Fly.io
+- Railway
+
+### DIY Deployment
+
+If you're familiar with deploying Node applications, the built-in app server is production-ready.
+
+Make sure to deploy the output of `npm run build`
+
+```
+├── package.json
+├── package-lock.json (or pnpm-lock.yaml, or bun.lockb)
+├── build/
+│   ├── client/    # Static assets
+│   └── server/    # Server-side code
+```
+
+## Styling
+
+This template comes with [Tailwind CSS](https://tailwindcss.com/) already configured for a simple default starting experience. You can use whatever CSS framework you prefer.
+
+---
+
+Built with ❤️ using React Router.

apps/remix/app/components/forms/branding-preferences-form.tsx

@@ -21,8 +21,6 @@ import { z } from 'zod';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
-import { FormStickySaveBar } from './form-sticky-save-bar';
-
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
@@ -73,82 +71,38 @@ export function BrandingPreferencesForm({
   const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
   const initialColors = parsedColors.success ? parsedColors.data : {};
 
-  // The saved state the form maps to. Used both as the reactive `values` source and as
-  // the explicit target for a Reset (see handleReset).
-  const savedValues: TBrandingPreferencesFormSchema = {
-    brandingEnabled: settings.brandingEnabled ?? null,
-    brandingUrl: settings.brandingUrl ?? '',
-    brandingLogo: undefined,
-    brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
-    brandingColors: initialColors,
-    brandingCss: settings.brandingCss ?? '',
-  };
-
   const form = useForm<TBrandingPreferencesFormSchema>({
-    values: savedValues,
+    values: {
+      brandingEnabled: settings.brandingEnabled ?? null,
+      brandingUrl: settings.brandingUrl ?? '',
+      brandingLogo: undefined,
+      brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
+      brandingColors: initialColors,
+      brandingCss: settings.brandingCss ?? '',
+    },
     resolver: zodResolver(ZBrandingPreferencesFormSchema),
   });
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
-  const getSavedLogoPreviewUrl = () => {
-    if (!settings.brandingLogo) {
-      return '';
-    }
-
-    const file = JSON.parse(settings.brandingLogo);
-
-    if (!('type' in file) || !('data' in file)) {
-      return '';
-    }
-
-    const logoUrl =
-      context === 'Team'
-        ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
-        : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
-
-    return `${logoUrl}?v=${Date.now()}`;
-  };
-
   useEffect(() => {
-    const savedLogoPreviewUrl = getSavedLogoPreviewUrl();
+    if (settings.brandingLogo) {
+      const file = JSON.parse(settings.brandingLogo);
 
-    if (savedLogoPreviewUrl) {
-      setPreviewUrl(savedLogoPreviewUrl);
+      if ('type' in file && 'data' in file) {
+        const logoUrl =
+          context === 'Team'
+            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
+
+        setPreviewUrl(logoUrl + '?v=' + Date.now());
+        setHasLoadedPreview(true);
+      }
     }
 
     setHasLoadedPreview(true);
   }, [settings.brandingLogo]);
 
-  // Reset the form to the saved values. The form is driven by the `values` prop (no
-  // `defaultValues`), so `reset()` with no argument doesn't re-baseline the dirty check;
-  // passing the saved values clears the per-field dirty tracking (dirtyFields).
-  const handleReset = () => {
-    setPreviewUrl(getSavedLogoPreviewUrl());
-    form.reset(savedValues);
-  };
-
-  // `formState.isDirty` is unreliable for a `values`-driven form: after a reset (or a
-  // save + refetch) it can stay true even though every field already matches its saved
-  // value and `dirtyFields` is empty. Derive the flag from `dirtyFields` instead so the
-  // sticky save bar reliably disappears.
-  const hasUnsavedChanges = Object.keys(form.formState.dirtyFields).length > 0;
-
-  // Re-baseline the form to the just-saved state after a successful submit. The `values`
-  // prop re-syncs most fields once the route refetches, but write-only fields (the logo
-  // is a File that isn't reflected back into `values`) would otherwise stay dirty and
-  // keep the save bar visible. Relies on the page handler rethrowing on error so we only
-  // re-baseline on success.
-  const handleFormSubmit = form.handleSubmit(async (data) => {
-    try {
-      await onFormSubmit(data);
-    } catch {
-      return;
-    }
-
-    form.reset(form.getValues());
-  });
-
   // Cleanup ObjectURL on unmount or when previewUrl changes
   useEffect(() => {
     return () => {
@@ -160,7 +114,7 @@ export function BrandingPreferencesForm({
 
   return (
     <Form {...form}>
-      <form onSubmit={handleFormSubmit}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex h-full flex-col gap-y-4" disabled={form.formState.isSubmitting}>
           <FormField
             control={form.control}
@@ -213,7 +167,7 @@ export function BrandingPreferencesForm({
           />
 
           <div className="relative flex w-full flex-col gap-y-4">
-            {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
+            {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
 
             <FormField
               control={form.control}
@@ -367,7 +321,7 @@ export function BrandingPreferencesForm({
 
           {hasAdvancedBranding && (
             <div className="relative flex w-full flex-col gap-y-6">
-              {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
+              {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
 
               <div>
                 <FormLabel>
@@ -584,11 +538,11 @@ export function BrandingPreferencesForm({
             </div>
           )}
 
-          <FormStickySaveBar
-            isDirty={hasUnsavedChanges}
-            isSubmitting={form.formState.isSubmitting}
-            onReset={handleReset}
-          />
+          <div className="flex flex-row justify-end space-x-4">
+            <Button type="submit" loading={form.formState.isSubmitting}>
+              <Trans>Update</Trans>
+            </Button>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/document-preferences-form.tsx

@@ -21,6 +21,7 @@ import { ReminderSettingsPicker } from '@documenso/ui/components/document/remind
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
 import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
@@ -45,7 +46,6 @@ import { z } from 'zod';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
-import { FormStickySaveBar } from './form-sticky-save-bar';
 
 /**
  * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -147,21 +147,9 @@ export const DocumentPreferencesForm = ({
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
-  const handleFormSubmit = form.handleSubmit(async (data) => {
-    try {
-      await onFormSubmit(data);
-    } catch {
-      // The page handler surfaces its own error toast. Keep the form dirty so
-      // the save bar stays visible and the user can retry.
-      return;
-    }
-
-    form.reset(data);
-  });
-
   return (
     <Form {...form}>
-      <form onSubmit={handleFormSubmit}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {!isPersonalLayoutMode && (
             <FormField
@@ -768,11 +756,11 @@ export const DocumentPreferencesForm = ({
             />
           )}
 
-          <FormStickySaveBar
-            isDirty={form.formState.isDirty}
-            isSubmitting={form.formState.isSubmitting}
-            onReset={() => form.reset()}
-          />
+          <div className="flex flex-row justify-end space-x-4">
+            <Button type="submit" loading={form.formState.isSubmitting}>
+              <Trans>Update</Trans>
+            </Button>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/email-preferences-form.tsx

@@ -4,6 +4,7 @@ import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { Button } from '@documenso/ui/primitives/button';
 import {
   Form,
   FormControl,
@@ -21,8 +22,6 @@ import type { TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { FormStickySaveBar } from './form-sticky-save-bar';
-
 const ZEmailPreferencesFormSchema = z.object({
   emailId: z.string().nullable(),
   emailReplyTo: zEmail().nullable(),
@@ -60,21 +59,9 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
 
   const emails = emailData?.data || [];
 
-  const handleFormSubmit = form.handleSubmit(async (data) => {
-    try {
-      await onFormSubmit(data);
-    } catch {
-      // The page handler surfaces its own error toast. Keep the form dirty so
-      // the save bar stays visible and the user can retry.
-      return;
-    }
-
-    form.reset(data);
-  });
-
   return (
     <Form {...form}>
-      <form onSubmit={handleFormSubmit}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {organisation.organisationClaim.flags.emailDomains && (
             <FormField
@@ -216,11 +203,11 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             )}
           />
 
-          <FormStickySaveBar
-            isDirty={form.formState.isDirty}
-            isSubmitting={form.formState.isSubmitting}
-            onReset={() => form.reset()}
-          />
+          <div className="flex flex-row justify-end space-x-4">
+            <Button type="submit" loading={form.formState.isSubmitting}>
+              <Trans>Update</Trans>
+            </Button>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/form-sticky-save-bar.tsx

@@ -1,119 +0,0 @@
-import { cn } from '@documenso/ui/lib/utils';
-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 { useEffect, useRef, useState } from 'react';
-
-export type FormStickySaveBarProps = {
-  isDirty: boolean;
-  isSubmitting: boolean;
-  onReset: () => void;
-};
-
-/**
- * A single `position: sticky` bar rendered at the bottom of the form.
- *
- * - When the form's end is on screen it settles into place as a plain footer (just the
- *   Reset / Save buttons).
- * - When the form's end is scrolled off, it sticks to the bottom of the viewport and
- *   shows the "unsaved changes" pill chrome.
- *
- * Because it's the same element in the form's flow, it auto-aligns to the form and the
- * float <-> dock hand-off is a native, scroll-linked transition (no measurement, no
- * 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 }: FormStickySaveBarProps) => {
-  const { t } = useLingui();
-
-  const sentinelRef = useRef<HTMLDivElement>(null);
-  const [isStuck, setIsStuck] = useState(false);
-
-  useEffect(() => {
-    const sentinel = sentinelRef.current;
-
-    if (!sentinel) {
-      return;
-    }
-
-    // The sentinel sits at the bar's resting position (the end of the form). While the
-    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
-    // view); once you reach the form's end it comes into view and the bar settles.
-    const observer = new IntersectionObserver(
-      ([entry]) => {
-        setIsStuck(!entry.isIntersecting);
-      },
-      {
-        root: null,
-        rootMargin: '0px 0px -24px 0px',
-        threshold: 0,
-      },
-    );
-
-    observer.observe(sentinel);
-
-    return () => {
-      observer.disconnect();
-    };
-  }, []);
-
-  // Show the floating pill chrome only when there are unsaved changes AND the form's
-  // end is off screen.
-  const isFloating = isDirty && isStuck;
-
-  return (
-    <>
-      <div
-        data-testid="form-sticky-save-bar"
-        className={cn(
-          'z-40 flex min-h-9 min-w-0 items-center gap-x-2 rounded-lg py-4 transition-[margin,padding,background-color,border-color,box-shadow] duration-200 md:gap-x-4',
-          isDirty ? 'sticky bottom-6' : '',
-          // On mobile the docked and floating states are geometrically identical (only
-          // paint changes): a horizontal bleed there overflows the narrow viewport and
-          // fights the IntersectionObserver (oscillation + partial hiding). From `sm` up
-          // there's room, so we restore the original chrome — the island bleeds 8px past
-          // the form when floating, and the buttons sit flush with the fields when docked.
-          isFloating
-            ? 'border border-border bg-background px-4 shadow-2xl sm:-mx-2'
-            : 'border border-transparent bg-transparent px-4 shadow-none sm:px-0',
-        )}
-      >
-        <AnimatePresence initial={false}>
-          {isFloating && (
-            <motion.div
-              key="notice"
-              role="region"
-              aria-label={t`Unsaved changes`}
-              initial={{ opacity: 0 }}
-              animate={{ opacity: 1 }}
-              exit={{ opacity: 0 }}
-              transition={{ duration: 0.15 }}
-              className="flex min-h-9 min-w-0 items-center gap-x-2 text-sm"
-            >
-              <AlertTriangleIcon className="h-5 w-5 flex-shrink-0 text-destructive" />
-              <span className="font-medium text-xs md:text-sm">
-                <Trans>You have unsaved changes</Trans>
-              </span>
-            </motion.div>
-          )}
-        </AnimatePresence>
-
-        <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
-          {isDirty && (
-            <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
-              <Trans>Undo</Trans>
-            </Button>
-          )}
-
-          <Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
-            <Trans>Save changes</Trans>
-          </Button>
-        </div>
-      </div>
-
-      {/* Sentinel: detects when the sticky bar is floating (stuck) vs settled (docked). */}
-      <div ref={sentinelRef} aria-hidden className="pointer-events-none h-px w-full" />
-    </>
-  );
-};

apps/remix/app/components/forms/organisation-update-form.tsx

@@ -4,6 +4,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/update-organisation.types';
+import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -11,12 +12,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
-import { FormStickySaveBar } from './form-sticky-save-bar';
-
 const ZOrganisationUpdateFormSchema = ZUpdateOrganisationRequestSchema.shape.data.pick({
   name: true,
   url: true,
@@ -137,11 +137,36 @@ export const OrganisationUpdateForm = () => {
             )}
           />
 
-          <FormStickySaveBar
-            isDirty={form.formState.isDirty}
-            isSubmitting={form.formState.isSubmitting}
-            onReset={() => form.reset()}
-          />
+          <div className="flex flex-row justify-end space-x-4">
+            <AnimatePresence>
+              {form.formState.isDirty && (
+                <motion.div
+                  initial={{
+                    opacity: 0,
+                  }}
+                  animate={{
+                    opacity: 1,
+                  }}
+                  exit={{
+                    opacity: 0,
+                  }}
+                >
+                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
+                    <Trans>Reset</Trans>
+                  </Button>
+                </motion.div>
+              )}
+            </AnimatePresence>
+
+            <Button
+              type="submit"
+              className="transition-opacity"
+              disabled={!form.formState.isDirty}
+              loading={form.formState.isSubmitting}
+            >
+              <Trans>Update organisation</Trans>
+            </Button>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/signin.tsx

@@ -58,7 +58,6 @@ export type TSignInFormSchema = z.infer<typeof ZSignInFormSchema>;
 export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
-  isEmailPasswordSigninEnabled?: boolean;
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
@@ -69,7 +68,6 @@ export type SignInFormProps = {
 export const SignInForm = ({
   className,
   initialEmail,
-  isEmailPasswordSigninEnabled = true,
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
@@ -326,78 +324,66 @@ export const SignInForm = ({
     <Form {...form}>
       <form className={cn('flex w-full flex-col gap-y-4', className)} onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting || isPasskeyLoading}>
-          {isEmailPasswordSigninEnabled && (
-            <>
-              <FormField
-                control={form.control}
-                name="email"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Email</Trans>
-                    </FormLabel>
+          <FormField
+            control={form.control}
+            name="email"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Email</Trans>
+                </FormLabel>
 
-                    <FormControl>
-                      <Input type="email" {...field} />
-                    </FormControl>
+                <FormControl>
+                  <Input type="email" {...field} />
+                </FormControl>
 
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-              <FormField
-                control={form.control}
-                name="password"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Password</Trans>
-                    </FormLabel>
+          <FormField
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Password</Trans>
+                </FormLabel>
 
-                    <FormControl>
-                      <PasswordInput {...field} />
-                    </FormControl>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
 
-                    <FormMessage />
+                <FormMessage />
 
-                    <p className="mt-2 text-right">
-                      <Link
-                        to="/forgot-password"
-                        className="text-muted-foreground text-sm duration-200 hover:opacity-70"
-                      >
-                        <Trans>Forgot your password?</Trans>
-                      </Link>
-                    </p>
-                  </FormItem>
-                )}
-              />
+                <p className="mt-2 text-right">
+                  <Link to="/forgot-password" className="text-muted-foreground text-sm duration-200 hover:opacity-70">
+                    <Trans>Forgot your password?</Trans>
+                  </Link>
+                </p>
+              </FormItem>
+            )}
+          />
 
-              {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
-                <Turnstile
-                  ref={turnstileRef}
-                  siteKey={turnstileSiteKey}
-                  options={{
-                    size: 'flexible',
-                    appearance: 'always',
-                  }}
-                />
-              )}
-
-              <Button
-                type="submit"
-                size="lg"
-                loading={isSubmitting}
-                className="dark:bg-documenso dark:hover:opacity-90"
-              >
-                {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
-              </Button>
-            </>
+          {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
+            <Turnstile
+              ref={turnstileRef}
+              siteKey={turnstileSiteKey}
+              options={{
+                size: 'flexible',
+                appearance: 'always',
+              }}
+            />
           )}
 
+          <Button type="submit" size="lg" loading={isSubmitting} className="dark:bg-documenso dark:hover:opacity-90">
+            {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
+          </Button>
+
           {!isEmbeddedRedirect && (
             <>
-              {isEmailPasswordSigninEnabled && hasSocialAuthEnabled && (
+              {hasSocialAuthEnabled && (
                 <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                   <div className="h-px flex-1 bg-border" />
                   <span className="bg-transparent text-muted-foreground">

apps/remix/app/components/forms/team-update-form.tsx

@@ -2,6 +2,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateTeamRequestSchema } from '@documenso/trpc/server/team-router/update-team.types';
+import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -9,12 +10,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
-import { FormStickySaveBar } from './form-sticky-save-bar';
-
 export type UpdateTeamDialogProps = {
   teamId: number;
   teamName: string;
@@ -135,11 +135,36 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
             )}
           />
 
-          <FormStickySaveBar
-            isDirty={form.formState.isDirty}
-            isSubmitting={form.formState.isSubmitting}
-            onReset={() => form.reset()}
-          />
+          <div className="flex flex-row justify-end space-x-4">
+            <AnimatePresence>
+              {form.formState.isDirty && (
+                <motion.div
+                  initial={{
+                    opacity: 0,
+                  }}
+                  animate={{
+                    opacity: 1,
+                  }}
+                  exit={{
+                    opacity: 0,
+                  }}
+                >
+                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
+                    <Trans>Reset</Trans>
+                  </Button>
+                </motion.div>
+              )}
+            </AnimatePresence>
+
+            <Button
+              type="submit"
+              className="transition-opacity"
+              disabled={!form.formState.isDirty}
+              loading={form.formState.isSubmitting}
+            >
+              <Trans>Update team</Trans>
+            </Button>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -1,4 +1,3 @@
-import { toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
@@ -54,7 +53,7 @@ export const DocumentSigningAttachmentsPopover = ({
             {attachments?.data.map((attachment) => (
               <a
                 key={attachment.id}
-                href={toSafeHref(attachment.data)}
+                href={attachment.data}
                 title={attachment.data}
                 target="_blank"
                 rel="noopener noreferrer"

apps/remix/app/components/general/document/document-attachments-popover.tsx

@@ -1,6 +1,5 @@
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,7 +24,7 @@ export type DocumentAttachmentsPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
+  url: z.string().url('Must be a valid URL'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -157,7 +156,7 @@ export const DocumentAttachmentsPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={toSafeHref(attachment.data)}
+                      href={attachment.data}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/document/document-audit-log-download-button.tsx

@@ -11,10 +11,10 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentAuditLogDownloadButtonProps = {
   className?: string;
-  envelopeId: string;
+  documentId: number;
 };
 
-export const DocumentAuditLogDownloadButton = ({ className, envelopeId }: DocumentAuditLogDownloadButtonProps) => {
+export const DocumentAuditLogDownloadButton = ({ className, documentId }: DocumentAuditLogDownloadButtonProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
 
@@ -22,7 +22,7 @@ export const DocumentAuditLogDownloadButton = ({ className, envelopeId }: Docume
 
   const onDownloadAuditLogsClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadAuditLogs({ envelopeId });
+      const { data, envelopeTitle } = await downloadAuditLogs({ documentId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/document-certificate-download-button.tsx

@@ -13,13 +13,13 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentCertificateDownloadButtonProps = {
   className?: string;
-  envelopeId: string;
+  documentId: number;
   documentStatus: DocumentStatus;
 };
 
 export const DocumentCertificateDownloadButton = ({
   className,
-  envelopeId,
+  documentId,
   documentStatus,
 }: DocumentCertificateDownloadButtonProps) => {
   const { toast } = useToast();
@@ -29,7 +29,7 @@ export const DocumentCertificateDownloadButton = ({
 
   const onDownloadCertificatesClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadCertificate({ envelopeId });
+      const { data, envelopeTitle } = await downloadCertificate({ documentId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/embedded-editor-attachment-popover.tsx

@@ -1,6 +1,5 @@
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { nanoid } from '@documenso/lib/universal/id';
-import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormMessage } from '@documenso/ui/primitives/form/form';
@@ -23,7 +22,7 @@ export type EmbeddedEditorAttachmentPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
+  url: z.string().url('Must be a valid URL'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -118,7 +117,7 @@ export const EmbeddedEditorAttachmentPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={toSafeHref(attachment.data)}
+                      href={attachment.data}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page-renderer.tsx

@@ -49,13 +49,6 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
   const [isFieldChanging, setIsFieldChanging] = useState(false);
   const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
 
-  /**
-   * Whether the field was automatically selected on creation (drag-drop or marquee).
-   *
-   * We purposefully supress the floating toolbar for newly created fields.
-   */
-  const [isAutoSelectedField, setIsAutoSelectedField] = useState(false);
-
   const { stage, pageLayer, konvaContainer, scaledViewport, unscaledViewport } = usePageRenderer(
     ({ stage, pageLayer }) => createPageCanvas(stage, pageLayer),
     pageData,
@@ -244,26 +237,10 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
     fieldGroup.off('transformend');
     fieldGroup.off('dragend');
 
-    // Set up field selection. Shift + click toggles this field in/out of the current
-    // multi-selection, so fields can be added to a group by clicking them --
-    // complementing marquee drag-selection. A plain click (no modifier) selects just
-    // this field.
-    fieldGroup.on('click', (event) => {
+    // Set up field selection.
+    fieldGroup.on('click', () => {
       removePendingField();
-
-      const isMultiSelectModifier = event.evt.shiftKey;
-
-      if (isMultiSelectModifier) {
-        const currentNodes = interactiveTransformer.current?.nodes() ?? [];
-        const isAlreadySelected = currentNodes.includes(fieldGroup);
-
-        setSelectedFields(
-          isAlreadySelected ? currentNodes.filter((node) => node !== fieldGroup) : [...currentNodes, fieldGroup],
-        );
-      } else {
-        setSelectedFields([fieldGroup]);
-      }
-
+      setSelectedFields([fieldGroup]);
       pageLayer.current?.batchDraw();
     });
 
@@ -468,18 +445,43 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       }
     });
 
-    // Clicking empty stage area clears the selection. Field clicks -- including
-    // Shift+click multi-select -- are handled by each field group's own click
-    // handler in `unsafeRenderFieldOnLayer`.
+    // Clicks should select/deselect shapes
     currentStage.on('click tap', (e) => {
-      // If we are selecting with the marquee rectangle, do nothing.
+      // if we are selecting with rect, do nothing
       if (selectionRectangle.visible() && selectionRectangle.width() > 0 && selectionRectangle.height() > 0) {
         return;
       }
 
-      // If empty area clicked, remove all selections.
+      // If empty area clicked, remove all selections
       if (e.target === stage.current) {
         setSelectedFields([]);
+        return;
+      }
+
+      // Do nothing if field not clicked, or if field is not editable
+      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
+        return;
+      }
+
+      // do we pressed shift or ctrl?
+      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
+      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
+
+      if (!metaPressed && !isSelected) {
+        // if no key pressed and the node is not selected
+        // select just one
+        setSelectedFields([e.target]);
+      } else if (metaPressed && isSelected) {
+        // if we pressed keys and node was selected
+        // we need to remove it from selection:
+        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
+        // remove node from array
+        nodes.splice(nodes.indexOf(e.target), 1);
+        setSelectedFields(nodes);
+      } else if (metaPressed && !isSelected) {
+        // add the node into selection
+        const nodes = transformer.nodes().concat([e.target]);
+        setSelectedFields(nodes);
       }
     });
 
@@ -519,48 +521,13 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       setSelectedFields(liveSelectedFieldGroups);
     }
 
-    // Mirror the editor's single selected field onto the canvas (Konva) selection.
-    //
-    // `addField` already marks a newly created field as the selected field, so this
-    // makes a field placed via the palette (drag-drop) or marquee creation show its
-    // resize handles immediately -- no second click needed. It also clears the canvas
-    // selection when the selected field is cleared (e.g. when the author starts
-    // placing another field), so the floating action toolbar can't intercept the next
-    // placement click. Runs after the render loop above so the field's group exists.
-    const selectedFormId = editorFields.selectedField?.formId ?? null;
-    const isSingleCanvasSelection = selectedKonvaFieldGroups.length === 1;
-
-    if (selectedFormId && localPageFields.some((field) => field.formId === selectedFormId)) {
-      const isAlreadySelected = isSingleCanvasSelection && selectedKonvaFieldGroups[0].id() === selectedFormId;
-
-      if (!isAlreadySelected) {
-        const fieldGroupToSelect = pageLayer.current.findOne(`#${selectedFormId}`);
-
-        if (fieldGroupToSelect instanceof Konva.Group) {
-          setSelectedFields([fieldGroupToSelect], { isAutoSelect: true });
-        }
-      }
-    } else if (selectedFormId === null && isSingleCanvasSelection) {
-      setSelectedFields([]);
-    }
-
     // Rerender the transformer
     interactiveTransformer.current?.forceUpdate();
 
     pageLayer.current.batchDraw();
-  }, [
-    localPageFields,
-    selectedKonvaFieldGroups,
-    overlappingFieldFormIds,
-    isFieldChanging,
-    editorFields.selectedField?.formId,
-  ]);
-
-  const setSelectedFields = (nodes: Konva.Node[], options?: { isAutoSelect?: boolean }) => {
-    // Any explicit (user-driven) selection shows the action toolbar; only auto-selection
-    // on field creation suppresses it.
-    setIsAutoSelectedField(Boolean(options?.isAutoSelect));
+  }, [localPageFields, selectedKonvaFieldGroups, overlappingFieldFormIds, isFieldChanging]);
 
+  const setSelectedFields = (nodes: Konva.Node[]) => {
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const fieldGroups = nodes.filter(
       (node) => node.hasName('field-group') && Boolean(node.getStage()) && Boolean(node.getParent()),
@@ -696,30 +663,25 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
 
   return (
     <>
-      {selectedKonvaFieldGroups.length > 0 &&
-        interactiveTransformer.current &&
-        !isFieldChanging &&
-        !isAutoSelectedField && (
-          <FieldActionButtons
-            handleDuplicateSelectedFields={duplicatedSelectedFields}
-            handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
-            handleDeleteSelectedFields={deletedSelectedFields}
-            handleChangeRecipient={changeSelectedFieldsRecipients}
-            handleChangeFieldType={changeSelectedFieldsType}
-            selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
-            style={{
-              position: 'absolute',
-              top:
-                interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
-              left:
-                interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
-              transform: 'translateX(-50%)',
-              gap: '8px',
-              pointerEvents: 'auto',
-              zIndex: 50,
-            }}
-          />
-        )}
+      {selectedKonvaFieldGroups.length > 0 && interactiveTransformer.current && !isFieldChanging && (
+        <FieldActionButtons
+          handleDuplicateSelectedFields={duplicatedSelectedFields}
+          handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
+          handleDeleteSelectedFields={deletedSelectedFields}
+          handleChangeRecipient={changeSelectedFieldsRecipients}
+          handleChangeFieldType={changeSelectedFieldsType}
+          selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
+          style={{
+            position: 'absolute',
+            top: interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
+            left: interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
+            transform: 'translateX(-50%)',
+            gap: '8px',
+            pointerEvents: 'auto',
+            zIndex: 50,
+          }}
+        />
+      )}
 
       {pendingFieldCreation && (
         <div

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx

@@ -20,20 +20,18 @@ import {
 import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
 import { getOverlappingFieldPairs } from '@documenso/lib/utils/fields-overlap';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
-import { trpc } from '@documenso/trpc/react';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import { cn } from '@documenso/ui/lib/utils';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
-import { AlertTriangleIcon, FileTextIcon, FormInputIcon, PencilIcon, SparklesIcon } from 'lucide-react';
-import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+import { AlertTriangleIcon, FileTextIcon, PencilIcon, SparklesIcon } from 'lucide-react';
+import { useEffect, useMemo, useRef, useState } from 'react';
 import { useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual } from 'remeda';
 import { match } from 'ts-pattern';
@@ -80,8 +78,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
   const scrollableContainerRef = useRef<HTMLDivElement>(null);
 
-  const { envelope, editorFields, navigateToStep, editorConfig, flushAutosave, syncEnvelope } =
-    useCurrentEnvelopeEditor();
+  const { envelope, editorFields, navigateToStep, editorConfig } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
@@ -89,32 +86,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
   const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
   const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
-  const [acroFormHasFieldsByItemRevision, setAcroFormHasFieldsByItemRevision] = useState<Record<string, boolean>>({});
-
   const { revalidate } = useRevalidator();
-  const { toast } = useToast();
-
-  const { mutateAsync: importFieldsFromPdf, isPending: isImportingFieldsFromPdf } =
-    trpc.envelope.field.importFromPdf.useMutation();
-
-  const currentEnvelopeItemRevision = currentEnvelopeItem
-    ? `${currentEnvelopeItem.id}:${currentEnvelopeItem.documentDataId}`
-    : null;
-  const currentItemHasAcroForm =
-    currentEnvelopeItemRevision !== null && acroFormHasFieldsByItemRevision[currentEnvelopeItemRevision] === true;
-
-  const onAcroFormDetected = useCallback(
-    (hasFields: boolean) => {
-      if (!currentEnvelopeItemRevision) {
-        return;
-      }
-
-      setAcroFormHasFieldsByItemRevision((prev) =>
-        prev[currentEnvelopeItemRevision] === hasFields ? prev : { ...prev, [currentEnvelopeItemRevision]: hasFields },
-      );
-    },
-    [currentEnvelopeItemRevision],
-  );
 
   const envelopeItemPermissions = useMemo(
     () => getEnvelopeItemPermissions(envelope, envelope.recipients),
@@ -229,40 +201,6 @@ export const EnvelopeEditorFieldsPage = () => {
     });
   };
 
-  const onImportFromPdfClick = async () => {
-    try {
-      await flushAutosave();
-      const result = await importFieldsFromPdf({ envelopeId: envelope.id });
-
-      if (result.fieldsCreated === 0) {
-        toast({
-          title: _(msg`No form fields found`),
-          description: _(msg`This PDF does not contain any importable form fields.`),
-          duration: 5000,
-        });
-
-        return;
-      }
-
-      await syncEnvelope();
-
-      toast({
-        title: _(msg`Fields imported`),
-        description: _(
-          msg`Imported ${result.fieldsCreated} field${result.fieldsCreated === 1 ? '' : 's'} from the PDF form. Review and reassign in the editor.`,
-        ),
-        duration: 5000,
-      });
-    } catch {
-      toast({
-        title: _(msg`Could not import fields`),
-        description: _(msg`Something went wrong while importing fields from the PDF.`),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
   return (
     <div className="relative flex h-full">
       <div className="flex h-full w-full flex-col overflow-y-auto px-2" ref={scrollableContainerRef}>
@@ -350,7 +288,6 @@ export const EnvelopeEditorFieldsPage = () => {
               customPageRenderer={EnvelopeEditorFieldsPageRenderer}
               scrollParentRef={scrollableContainerRef}
               errorMessage={PDF_VIEWER_ERROR_MESSAGES.editor}
-              onAcroFormDetected={onAcroFormDetected}
             />
           ) : (
             <div className="flex flex-col items-center justify-center py-32">
@@ -443,20 +380,6 @@ export const EnvelopeEditorFieldsPage = () => {
                 />
               </>
             )}
-
-            {currentItemHasAcroForm && envelope.status === DocumentStatus.DRAFT && (
-              <Button
-                type="button"
-                variant="outline"
-                size="sm"
-                className="mt-4 w-full"
-                onClick={() => void onImportFromPdfClick()}
-                disabled={isImportingFieldsFromPdf}
-              >
-                <FormInputIcon className="mr-2 -ml-1 h-4 w-4" />
-                {isImportingFieldsFromPdf ? <Trans>Importing...</Trans> : <Trans>Import from PDF form</Trans>}
-              </Button>
-            )}
           </section>
 
           {/* Field details section. */}

apps/remix/app/components/general/pdf-viewer/envelope-pdf-viewer.tsx

@@ -46,7 +46,7 @@ export const EnvelopePdfViewer = ({ errorMessage, className, ...props }: Envelop
 
   return (
     <PDFViewerLazy
-      key={`${currentEnvelopeItem.envelopeId}-${currentEnvelopeItem.id}-${currentEnvelopeItem.documentDataId}`}
+      key={`${currentEnvelopeItem.envelopeId}-${currentEnvelopeItem.id}`}
       {...props}
       className={cn('h-full w-full max-w-[800px]', className)}
       data={currentEnvelopeItem.data}

apps/remix/app/components/general/pdf-viewer/pdf-viewer.tsx

@@ -50,7 +50,6 @@ export type PDFViewerProps = {
   scrollParentRef: ScrollTarget;
 
   onDocumentLoad?: () => void;
-  onAcroFormDetected?: (hasFields: boolean) => void;
 
   /**
    * Additional component to render next to the image, such as a Konva canvas
@@ -64,7 +63,6 @@ export default function PDFViewer({
   data,
   scrollParentRef,
   onDocumentLoad,
-  onAcroFormDetected,
   customPageRenderer,
   ...props
 }: PDFViewerProps) {
@@ -126,20 +124,6 @@ export default function PDFViewer({
         // eslint-disable-next-line require-atomic-updates
         pdfRef.current = loadedPdf;
 
-        if (onAcroFormDetected) {
-          try {
-            const fieldObjects = await loadedPdf.getFieldObjects();
-
-            if (!isCancelled) {
-              onAcroFormDetected(fieldObjects !== null && Object.keys(fieldObjects).length > 0);
-            }
-          } catch {
-            if (!isCancelled) {
-              onAcroFormDetected(false);
-            }
-          }
-        }
-
         // Fetch the pages
         const pages = await pMap(Array.from({ length: loadedPdf.numPages }), async (_, pageIndex) => {
           const page = await loadedPdf.getPage(pageIndex + 1);
@@ -184,7 +168,7 @@ export default function PDFViewer({
         pdfRef.current = null;
       }
     };
-  }, [data, onAcroFormDetected]);
+  }, [data]);
 
   // Notify when document is loaded
   useEffect(() => {

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.branding.tsx

@@ -104,9 +104,6 @@ export default function OrganisationSettingsBrandingPage() {
         description: t`We were unable to update your branding preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      // Rethrow so the form knows the save failed and keeps the unsaved changes.
-      throw err;
     }
   };
 

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx

@@ -105,8 +105,6 @@ export default function OrganisationSettingsDocumentPage() {
         description: t`We were unable to update your document preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      throw err;
     }
   };
 

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email.tsx

@@ -49,8 +49,6 @@ export default function OrganisationSettingsGeneral() {
         description: t`We were unable to update your email preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      throw err;
     }
   };
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.logs.tsx

@@ -153,11 +153,11 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
             <DocumentCertificateDownloadButton
               className="mr-2"
-              envelopeId={document.envelopeId}
+              documentId={document.id}
               documentStatus={document.status}
             />
 
-            <DocumentAuditLogDownloadButton envelopeId={document.envelopeId} />
+            <DocumentAuditLogDownloadButton documentId={document.id} />
           </div>
         </div>
       </div>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.branding.tsx

@@ -1,17 +1,14 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
-import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
 import { useState } from 'react';
-import { Link } from 'react-router';
 
 import {
   BrandingPreferencesForm,
@@ -39,8 +36,6 @@ export default function TeamsSettingsPage() {
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
 
-  const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
-
   const canCustomBranding =
     organisation.organisationClaim.flags.embedSigningWhiteLabel === true || !IS_BILLING_ENABLED();
 
@@ -99,9 +94,6 @@ export default function TeamsSettingsPage() {
         description: t`We were unable to update your branding preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      // Rethrow so the form knows the save failed and keeps the unsaved changes.
-      throw err;
     }
   };
 
@@ -120,61 +112,39 @@ export default function TeamsSettingsPage() {
         subtitle={t`Here you can set preferences and defaults for branding.`}
       />
 
-      {canConfigureBranding ? (
-        <section>
-          <BrandingPreferencesForm
-            canInherit={true}
-            hasAdvancedBranding={canCustomBranding}
-            context="Team"
-            settings={teamWithSettings.teamSettings}
-            onFormSubmit={onBrandingPreferencesFormSubmit}
-          />
+      <section>
+        <BrandingPreferencesForm
+          canInherit={true}
+          hasAdvancedBranding={canCustomBranding}
+          context="Team"
+          settings={teamWithSettings.teamSettings}
+          onFormSubmit={onBrandingPreferencesFormSubmit}
+        />
 
-          {cssWarnings.length > 0 && (
-            <Alert variant="warning" className="mt-6">
-              <AlertTitle>
-                <Trans>CSS rules were dropped during sanitisation</Trans>
-              </AlertTitle>
-
-              <AlertDescription>
-                <ul className="list-disc pl-5">
-                  {cssWarnings.map((warning, index) => (
-                    <li key={index}>
-                      {warning.detail}
-                      {warning.line !== undefined && (
-                        <span className="text-muted-foreground">
-                          {' '}
-                          <Trans>(line {warning.line})</Trans>
-                        </span>
-                      )}
-                    </li>
-                  ))}
-                </ul>
-              </AlertDescription>
-            </Alert>
-          )}
-        </section>
-      ) : (
-        <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
-          <div className="mb-4 sm:mb-0">
+        {cssWarnings.length > 0 && (
+          <Alert variant="warning" className="mt-6">
             <AlertTitle>
-              <Trans>Branding Preferences</Trans>
+              <Trans>CSS rules were dropped during sanitisation</Trans>
             </AlertTitle>
 
-            <AlertDescription className="mr-2">
-              <Trans>Currently branding can only be configured for Teams and above plans.</Trans>
+            <AlertDescription>
+              <ul className="list-disc pl-5">
+                {cssWarnings.map((warning, index) => (
+                  <li key={index}>
+                    {warning.detail}
+                    {warning.line !== undefined && (
+                      <span className="text-muted-foreground">
+                        {' '}
+                        <Trans>(line {warning.line})</Trans>
+                      </span>
+                    )}
+                  </li>
+                ))}
+              </ul>
             </AlertDescription>
-          </div>
-
-          {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
-            <Button asChild variant="outline">
-              <Link to={`/o/${organisation.url}/settings/billing`}>
-                <Trans>Update Billing</Trans>
-              </Link>
-            </Button>
-          )}
-        </Alert>
-      )}
+          </Alert>
+        )}
+      </section>
     </div>
   );
 }

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx

@@ -96,8 +96,6 @@ export default function TeamsSettingsPage() {
         description: t`We were unable to update your document preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      throw err;
     }
   };
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.email.tsx

@@ -49,8 +49,6 @@ export default function TeamEmailSettingsGeneral() {
         description: t`We were unable to update your email preferences at this time, please try again later`,
         variant: 'destructive',
       });
-
-      throw err;
     }
   };
 

apps/remix/app/routes/_unauthenticated+/forgot-password.tsx

@@ -1,7 +1,6 @@
-import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link, redirect } from 'react-router';
+import { Link } from 'react-router';
 
 import { ForgotPasswordForm } from '~/components/forms/forgot-password';
 import { appMetaTags } from '~/utils/meta';
@@ -10,14 +9,6 @@ export function meta() {
   return appMetaTags(msg`Forgot Password`);
 }
 
-export async function loader() {
-  if (!isSigninEnabledForProvider('email')) {
-    throw redirect('/signin');
-  }
-
-  return null;
-}
-
 export default function ForgotPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/reset-password.$token.tsx

@@ -1,4 +1,3 @@
-import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { getResetTokenValidity } from '@documenso/lib/server-only/user/get-reset-token-validity';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
@@ -14,10 +13,6 @@ export function meta() {
 }
 
 export async function loader({ params }: Route.LoaderArgs) {
-  if (!isSigninEnabledForProvider('email')) {
-    throw redirect('/signin');
-  }
-
   const { token } = params;
 
   const isValid = await getResetTokenValidity({ token });

apps/remix/app/routes/_unauthenticated+/reset-password._index.tsx

@@ -1,8 +1,7 @@
-import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link, redirect } from 'react-router';
+import { Link } from 'react-router';
 
 import { appMetaTags } from '~/utils/meta';
 
@@ -10,14 +9,6 @@ export function meta() {
   return appMetaTags(msg`Reset Password`);
 }
 
-export async function loader() {
-  if (!isSigninEnabledForProvider('email')) {
-    throw redirect('/signin');
-  }
-
-  return null;
-}
-
 export default function ResetPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -1,11 +1,8 @@
-import { authClient } from '@documenso/auth/client';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import {
   IS_GOOGLE_SSO_ENABLED,
   IS_MICROSOFT_SSO_ENABLED,
-  IS_OIDC_AUTO_REDIRECT_DISABLED,
   IS_OIDC_SSO_ENABLED,
-  isSigninEnabledForProvider,
   isSignupEnabledForProvider,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
@@ -14,7 +11,6 @@ import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader2Icon } from 'lucide-react';
 import { useEffect, useState } from 'react';
 import { Link, redirect, useSearchParams } from 'react-router';
 
@@ -32,20 +28,10 @@ export async function loader({ request }: Route.LoaderArgs) {
   const { isAuthenticated } = await getOptionalSession(request);
 
   // SSR env variables.
-  const isEmailPasswordSigninEnabled = isSigninEnabledForProvider('email');
-  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED && isSigninEnabledForProvider('google');
-  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED && isSigninEnabledForProvider('microsoft');
-  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED && isSigninEnabledForProvider('oidc');
-
-  // Automatically redirect to OIDC when it is the only enabled signin transport,
-  // unless the redirect has been explicitly disabled via env.
-  const isOIDCOnlyTransport =
-    isOIDCSSOEnabled && !isEmailPasswordSigninEnabled && !isGoogleSSOEnabled && !isMicrosoftSSOEnabled;
-
-  const shouldAutoRedirectToOIDC = isOIDCOnlyTransport && !IS_OIDC_AUTO_REDIRECT_DISABLED;
-
+  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
+  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
-
   const isSignupEnabled =
     isSignupEnabledForProvider('email') ||
     (IS_GOOGLE_SSO_ENABLED && isSignupEnabledForProvider('google')) ||
@@ -61,28 +47,18 @@ export async function loader({ request }: Route.LoaderArgs) {
   }
 
   return {
-    isEmailPasswordSigninEnabled,
     isGoogleSSOEnabled,
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     isSignupEnabled,
     oidcProviderLabel,
     returnTo,
-    shouldAutoRedirectToOIDC,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const {
-    isEmailPasswordSigninEnabled,
-    isGoogleSSOEnabled,
-    isMicrosoftSSOEnabled,
-    isOIDCSSOEnabled,
-    isSignupEnabled,
-    oidcProviderLabel,
-    returnTo,
-    shouldAutoRedirectToOIDC,
-  } = loaderData;
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, isSignupEnabled, oidcProviderLabel, returnTo } =
+    loaderData;
 
   const { _ } = useLingui();
 
@@ -100,27 +76,6 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
     setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, []);
 
-  useEffect(() => {
-    if (!shouldAutoRedirectToOIDC) {
-      return;
-    }
-
-    void authClient.oidc.signIn({ redirectPath: returnTo ?? '/' });
-  }, [shouldAutoRedirectToOIDC, returnTo]);
-
-  if (shouldAutoRedirectToOIDC) {
-    return (
-      <div className="w-screen max-w-lg px-4">
-        <div className="flex flex-col items-center justify-center gap-y-4 py-12">
-          <Loader2Icon className="h-8 w-8 animate-spin text-muted-foreground" />
-          <p className="text-muted-foreground text-sm">
-            <Trans>Redirecting to {oidcProviderLabel || 'OIDC'}...</Trans>
-          </p>
-        </div>
-      </div>
-    );
-  }
-
   return (
     <div className="w-screen max-w-lg px-4">
       <div className="z-10 rounded-xl border border-border bg-neutral-100 p-6 dark:bg-background">
@@ -140,7 +95,6 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
         <hr className="-mx-6 my-4" />
 
         <SignInForm
-          isEmailPasswordSigninEnabled={isEmailPasswordSigninEnabled}
           isGoogleSSOEnabled={isGoogleSSOEnabled}
           isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.14.0"
+  "version": "2.13.0"
 }

apps/remix/public/.well-known/security.txt

@@ -1,14 +1,7 @@
-# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
-Contact: https://github.com/documenso/documenso/security/advisories/new
-
-# Alternatively, report critical issues privately by email.
-Contact: mailto:security@documenso.com
-
-# Security policy
-Policy: https://github.com/documenso/documenso/security/policy
-
-# General (non-security) issues
+# General Issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
+# Report critical issues privately to let us take appropriate action before publishing.
+Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

apps/remix/server/api/download/download.ts

@@ -1,52 +1,20 @@
-import { PDF_SIZE_A4_72PPI } from '@documenso/lib/constants/pdf';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getEnvelopeById, getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
-import { generateAuditLogPdf } from '@documenso/lib/server-only/pdf/generate-audit-log-pdf';
-import { generateCertificatePdf } from '@documenso/lib/server-only/pdf/generate-certificate-pdf';
+import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
-import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
-import { DocumentStatus, EnvelopeType } from '@prisma/client';
-import contentDisposition from 'content-disposition';
+import { EnvelopeType } from '@prisma/client';
 import { Hono } from 'hono';
 
 import type { HonoEnv } from '../../router';
 import { handleEnvelopeItemFileRequest } from '../files/files.helpers';
 import {
   ZDownloadDocumentRequestParamsSchema,
-  ZDownloadEnvelopeAuditLogPdfRequestParamsSchema,
-  ZDownloadEnvelopeCertificatePdfRequestParamsSchema,
   ZDownloadEnvelopeItemRequestParamsSchema,
   ZDownloadEnvelopeItemRequestQuerySchema,
 } from './download.types';
 
-/**
- * Resolve and validate an API token from the Authorization header.
- *
- * Supports both "Authorization: Bearer api_xxx" and "Authorization: api_xxx".
- */
-const resolveApiToken = async (authorizationHeader: string | undefined) => {
-  const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
-
-  if (!token) {
-    throw new AppError(AppErrorCode.UNAUTHORIZED, {
-      message: 'API token was not provided',
-    });
-  }
-
-  const apiToken = await getApiTokenByToken({ token });
-
-  if (apiToken.user.disabled) {
-    throw new AppError(AppErrorCode.UNAUTHORIZED, {
-      message: 'User is disabled',
-    });
-  }
-
-  return apiToken;
-};
-
 export const downloadRoute = new Hono<HonoEnv>()
   /**
    * Download an envelope item by its ID.
@@ -62,8 +30,24 @@ export const downloadRoute = new Hono<HonoEnv>()
       try {
         const { envelopeItemId } = c.req.valid('param');
         const { version } = c.req.valid('query');
+        const authorizationHeader = c.req.header('authorization');
 
-        const apiToken = await resolveApiToken(c.req.header('authorization'));
+        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+        if (!token) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'API token was not provided',
+          });
+        }
+
+        const apiToken = await getApiTokenByToken({ token });
+
+        if (apiToken.user.disabled) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'User is disabled',
+          });
+        }
 
         logger.info({
           auth: 'api',
@@ -141,180 +125,6 @@ export const downloadRoute = new Hono<HonoEnv>()
       }
     },
   )
-  /**
-   * Download the audit log for a document as a PDF.
-   * Requires API key authentication via Authorization header.
-   */
-  .get(
-    '/envelope/:envelopeId/audit-log/download',
-    sValidator('param', ZDownloadEnvelopeAuditLogPdfRequestParamsSchema),
-    async (c) => {
-      const logger = c.get('logger');
-
-      try {
-        const { envelopeId } = c.req.valid('param');
-
-        const apiToken = await resolveApiToken(c.req.header('authorization'));
-
-        logger.info({
-          auth: 'api',
-          source: 'apiV2',
-          path: c.req.path,
-          userId: apiToken.user.id,
-          apiTokenId: apiToken.id,
-          envelopeId,
-        });
-
-        const envelope = await getEnvelopeById({
-          id: {
-            type: 'envelopeId',
-            id: envelopeId,
-          },
-          type: EnvelopeType.DOCUMENT,
-          userId: apiToken.user.id,
-          teamId: apiToken.teamId,
-        }).catch(() => null);
-
-        if (!envelope) {
-          return c.json({ error: 'Document not found' }, 404);
-        }
-
-        const auditLogPdf = await generateAuditLogPdf({
-          envelope,
-          recipients: envelope.recipients,
-          fields: envelope.fields,
-          language: envelope.documentMeta.language,
-          envelopeOwner: {
-            email: envelope.user.email,
-            name: envelope.user.name || '',
-          },
-          envelopeItems: envelope.envelopeItems.map((item) => item.title),
-          pageWidth: PDF_SIZE_A4_72PPI.width,
-          pageHeight: PDF_SIZE_A4_72PPI.height,
-        });
-
-        const result = await auditLogPdf.save();
-
-        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
-
-        c.header('Content-Type', 'application/pdf');
-        c.header('Content-Disposition', contentDisposition(`${baseTitle}_audit-log.pdf`));
-        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
-
-        return c.body(result);
-      } catch (error) {
-        logger.error(error);
-
-        if (error instanceof AppError) {
-          const { status, body } = AppError.toRestAPIError(error);
-
-          return c.json({ error: body.message, code: error.code }, status);
-        }
-
-        return c.json({ error: 'Internal server error' }, 500);
-      }
-    },
-  )
-  /**
-   * Download the signing certificate for a completed document as a PDF.
-   * Requires API key authentication via Authorization header.
-   */
-  .get(
-    '/envelope/:envelopeId/certificate/download',
-    sValidator('param', ZDownloadEnvelopeCertificatePdfRequestParamsSchema),
-    async (c) => {
-      const logger = c.get('logger');
-
-      try {
-        const { envelopeId } = c.req.valid('param');
-
-        const apiToken = await resolveApiToken(c.req.header('authorization'));
-
-        logger.info({
-          auth: 'api',
-          source: 'apiV2',
-          path: c.req.path,
-          userId: apiToken.user.id,
-          apiTokenId: apiToken.id,
-          envelopeId,
-        });
-
-        const { envelopeWhereInput } = await getEnvelopeWhereInput({
-          id: {
-            type: 'envelopeId',
-            id: envelopeId,
-          },
-          type: EnvelopeType.DOCUMENT,
-          userId: apiToken.user.id,
-          teamId: apiToken.teamId,
-        });
-
-        const envelope = await prisma.envelope.findFirst({
-          where: envelopeWhereInput,
-          include: {
-            recipients: true,
-            fields: {
-              include: {
-                signature: true,
-              },
-            },
-            documentMeta: true,
-            user: {
-              select: {
-                email: true,
-                name: true,
-              },
-            },
-          },
-        });
-
-        if (!envelope) {
-          return c.json({ error: 'Document not found' }, 404);
-        }
-
-        // A cancelled document was never sealed/completed, so a signing certificate
-        // must not be generated for it.
-        if (!isDocumentCompleted(envelope.status) || envelope.status === DocumentStatus.CANCELLED) {
-          throw new AppError('DOCUMENT_NOT_COMPLETE', {
-            message: 'Document is not complete',
-          });
-        }
-
-        const certificatePdf = await generateCertificatePdf({
-          envelope,
-          recipients: envelope.recipients,
-          fields: envelope.fields,
-          language: envelope.documentMeta.language,
-          envelopeOwner: {
-            email: envelope.user.email,
-            name: envelope.user.name || '',
-          },
-          pageWidth: PDF_SIZE_A4_72PPI.width,
-          pageHeight: PDF_SIZE_A4_72PPI.height,
-        });
-
-        const result = await certificatePdf.save();
-
-        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
-
-        c.header('Content-Type', 'application/pdf');
-        c.header('Content-Disposition', contentDisposition(`${baseTitle}_certificate.pdf`));
-        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
-
-        return c.body(result);
-      } catch (error) {
-        logger.error(error);
-
-        if (error instanceof AppError) {
-          const { status, body } = AppError.toRestAPIError(error);
-
-          return c.json({ error: body.message, code: error.code }, status);
-        }
-
-        return c.json({ error: 'Internal server error' }, 500);
-      }
-    },
-  )
   /**
    * Download a document by its ID.
    * Requires API key authentication via Authorization header.
@@ -324,8 +134,24 @@ export const downloadRoute = new Hono<HonoEnv>()
 
     try {
       const { documentId, version } = c.req.valid('param');
+      const authorizationHeader = c.req.header('authorization');
 
-      const apiToken = await resolveApiToken(c.req.header('authorization'));
+      // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+      const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+      if (!token) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'API token was not provided',
+        });
+      }
+
+      const apiToken = await getApiTokenByToken({ token });
+
+      if (apiToken.user.disabled) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'User is disabled',
+        });
+      }
 
       logger.info({
         auth: 'api',
@@ -374,9 +200,11 @@ export const downloadRoute = new Hono<HonoEnv>()
       logger.error(error);
 
       if (error instanceof AppError) {
-        const { status, body } = AppError.toRestAPIError(error);
+        if (error.code === AppErrorCode.UNAUTHORIZED) {
+          return c.json({ error: error.message }, 401);
+        }
 
-        return c.json({ error: body.message, code: error.code }, status);
+        return c.json({ error: error.message }, 400);
       }
 
       return c.json({ error: 'Internal server error' }, 500);

apps/remix/server/api/download/download.types.ts

@@ -30,17 +30,3 @@ export const ZDownloadDocumentRequestParamsSchema = z.object({
 });
 
 export type TDownloadDocumentRequestParams = z.infer<typeof ZDownloadDocumentRequestParamsSchema>;
-
-export const ZDownloadEnvelopeAuditLogPdfRequestParamsSchema = z.object({
-  envelopeId: z.string().describe('The ID of the envelope to download the audit log for.'),
-});
-
-export type TDownloadEnvelopeAuditLogPdfRequestParams = z.infer<typeof ZDownloadEnvelopeAuditLogPdfRequestParamsSchema>;
-
-export const ZDownloadEnvelopeCertificatePdfRequestParamsSchema = z.object({
-  envelopeId: z.string().describe('The ID of the envelope to download the certificate for.'),
-});
-
-export type TDownloadEnvelopeCertificatePdfRequestParams = z.infer<
-  typeof ZDownloadEnvelopeCertificatePdfRequestParamsSchema
->;

assets/acroform-import-test.pdf

@@ -1,715 +0,0 @@
-%PDF-1.7
-%âãÏÓ
-1 0 obj
-<<
-/Type /Pages
-/Kids [4 0 R 5 0 R]
-/Count 2
->>
-endobj
-2 0 obj
-<<
-/Type /Catalog
-/Pages 1 0 R
-/AcroForm 6 0 R
->>
-endobj
-3 0 obj
-<<
-/Title (Untitled)
-/Author (Unknown)
-/Creator (@libpdf/core)
-/Producer (@libpdf/core)
-/CreationDate (D:20260521033345Z)
-/ModDate (D:20260521033345Z)
->>
-endobj
-4 0 obj
-<<
-/Type /Page
-/MediaBox [0 0 612 792]
-/Resources <<
->>
-/Parent 1 0 R
-/Annots [8 0 R 11 0 R 14 0 R]
->>
-endobj
-5 0 obj
-<<
-/Type /Page
-/MediaBox [0 0 612 792]
-/Resources <<
->>
-/Parent 1 0 R
-/Annots [18 0 R 21 0 R 24 0 R 27 0 R 31 0 R 34 0 R 37 0 R]
->>
-endobj
-6 0 obj
-<<
-/Fields [7 0 R 10 0 R 13 0 R 17 0 R 20 0 R 30 0 R 33 0 R 36 0 R]
-/DR <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
-/ZaDb <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /ZapfDingbats
->>
->>
->>
-/DA (/Helv 0 Tf 0 g)
-/NeedAppearances false
-/SigFlags 3
->>
-endobj
-7 0 obj
-<<
-/FT /Tx
-/T (CustomerName)
-/Kids [8 0 R]
-/DA (0 g)
->>
-endobj
-8 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 620 280 644]
-/P 4 0 R
-/Parent 7 0 R
-/F 4
-/AP <<
-/N 9 0 R
->>
->>
-endobj
-9 0 obj
-<<
-/Length 73/Type /XObject
-/Subtype /Form
-/BBox [0 0 200 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 198 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 6.974 Td
-() Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-10 0 obj
-<<
-/FT /Tx
-/T (signed_date)
-/Kids [11 0 R]
-/DA (0 g)
->>
-endobj
-11 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 560 280 584]
-/P 4 0 R
-/Parent 10 0 R
-/F 4
-/AP <<
-/N 12 0 R
->>
->>
-endobj
-12 0 obj
-<<
-/Length 73/Type /XObject
-/Subtype /Form
-/BBox [0 0 200 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 198 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 6.974 Td
-() Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-13 0 obj
-<<
-/FT /Btn
-/T (accept_terms)
-/Kids [14 0 R]
-/V /Off
->>
-endobj
-14 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 500 98 518]
-/P 4 0 R
-/Parent 13 0 R
-/F 4
-/AS /Off
-/AP <<
-/N <<
-/Yes 15 0 R
-/Off 16 0 R
->>
->>
->>
-endobj
-15 0 obj
-<<
-/Length 47/Type /XObject
-/Subtype /Form
-/BBox [0 0 18 18]
-/Resources <<
-/Font <<
-/ZaDb <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /ZapfDingbats
->>
->>
->>
->>
-stream
-q
-BT
-/ZaDb 12.6 Tf
-0 g
-2.7 4.59 Td
-(4) Tj
-ET
-Q
-
-endstream
-endobj
-16 0 obj
-<<
-/Length 0/Type /XObject
-/Subtype /Form
-/BBox [0 0 18 18]
-/Resources <<
->>
->>
-stream
-
-endstream
-endobj
-17 0 obj
-<<
-/FT /Ch
-/T (country)
-/Ff 131072
-/Kids [18 0 R]
-/Opt [(USA) (Canada) (Germany)]
-/DA (0 g)
-/V (USA)
-/DV (USA)
->>
-endobj
-18 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 700 280 724]
-/P 5 0 R
-/Parent 17 0 R
-/F 4
-/AP <<
-/N 19 0 R
->>
->>
-endobj
-19 0 obj
-<<
-/Length 76/Type /XObject
-/Subtype /Form
-/BBox [0 0 200 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 178 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 9.872 Td
-(USA) Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-20 0 obj
-<<
-/FT /Btn
-/T (payment_method)
-/Ff 32768
-/Kids [21 0 R 24 0 R 27 0 R]
-/V /PayPal
-/DV /PayPal
-/Opt [(Credit Card) (PayPal) (Bank Transfer)]
->>
-endobj
-21 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 640 96 656]
-/P 5 0 R
-/Parent 20 0 R
-/F 4
-/AS /Off
-/AP <<
-/N <<
-/Credit#20Card 22 0 R
-/Off 23 0 R
->>
->>
->>
-endobj
-22 0 obj
-<<
-/Length 46/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
-/Font <<
-/ZaDb <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /ZapfDingbats
->>
->>
->>
->>
-stream
-q
-BT
-/ZaDb 9.6 Tf
-0 g
-3.2 4.64 Td
-(l) Tj
-ET
-Q
-
-endstream
-endobj
-23 0 obj
-<<
-/Length 159/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
->>
->>
-stream
-q
-0 G
-12.8 8 m
-12.8 10.65104 10.65104 12.8 8 12.8 c
-5.34896 12.8 3.2 10.65104 3.2 8 c
-3.2 5.34896 5.34896 3.2 8 3.2 c
-10.65104 3.2 12.8 5.34896 12.8 8 c
-h
-S
-Q
-
-endstream
-endobj
-24 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 615 96 631]
-/P 5 0 R
-/Parent 20 0 R
-/F 4
-/AS /PayPal
-/AP <<
-/N <<
-/PayPal 25 0 R
-/Off 26 0 R
->>
->>
->>
-endobj
-25 0 obj
-<<
-/Length 46/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
-/Font <<
-/ZaDb <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /ZapfDingbats
->>
->>
->>
->>
-stream
-q
-BT
-/ZaDb 9.6 Tf
-0 g
-3.2 4.64 Td
-(l) Tj
-ET
-Q
-
-endstream
-endobj
-26 0 obj
-<<
-/Length 159/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
->>
->>
-stream
-q
-0 G
-12.8 8 m
-12.8 10.65104 10.65104 12.8 8 12.8 c
-5.34896 12.8 3.2 10.65104 3.2 8 c
-3.2 5.34896 5.34896 3.2 8 3.2 c
-10.65104 3.2 12.8 5.34896 12.8 8 c
-h
-S
-Q
-
-endstream
-endobj
-27 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 590 96 606]
-/P 5 0 R
-/Parent 20 0 R
-/F 4
-/AS /Off
-/AP <<
-/N <<
-/Bank#20Transfer 28 0 R
-/Off 29 0 R
->>
->>
->>
-endobj
-28 0 obj
-<<
-/Length 46/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
-/Font <<
-/ZaDb <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /ZapfDingbats
->>
->>
->>
->>
-stream
-q
-BT
-/ZaDb 9.6 Tf
-0 g
-3.2 4.64 Td
-(l) Tj
-ET
-Q
-
-endstream
-endobj
-29 0 obj
-<<
-/Length 159/Type /XObject
-/Subtype /Form
-/BBox [0 0 16 16]
-/Resources <<
->>
->>
-stream
-q
-0 G
-12.8 8 m
-12.8 10.65104 10.65104 12.8 8 12.8 c
-5.34896 12.8 3.2 10.65104 3.2 8 c
-3.2 5.34896 5.34896 3.2 8 3.2 c
-10.65104 3.2 12.8 5.34896 12.8 8 c
-h
-S
-Q
-
-endstream
-endobj
-30 0 obj
-<<
-/FT /Tx
-/T (initials)
-/Kids [31 0 R]
-/DA (0 g)
->>
-endobj
-31 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [80 540 140 564]
-/P 5 0 R
-/Parent 30 0 R
-/F 4
-/AP <<
-/N 32 0 R
->>
->>
-endobj
-32 0 obj
-<<
-/Length 72/Type /XObject
-/Subtype /Form
-/BBox [0 0 60 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 58 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 6.974 Td
-() Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-33 0 obj
-<<
-/FT /Tx
-/T (contact_email)
-/Kids [34 0 R]
-/DA (0 g)
->>
-endobj
-34 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [160 540 380 564]
-/P 5 0 R
-/Parent 33 0 R
-/F 4
-/AP <<
-/N 35 0 R
->>
->>
-endobj
-35 0 obj
-<<
-/Length 73/Type /XObject
-/Subtype /Form
-/BBox [0 0 220 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 218 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 6.974 Td
-() Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-36 0 obj
-<<
-/FT /Tx
-/T (item_qty)
-/Kids [37 0 R]
-/DA (0 g)
-/MaxLen 4
->>
-endobj
-37 0 obj
-<<
-/Type /Annot
-/Subtype /Widget
-/Rect [400 540 460 564]
-/P 5 0 R
-/Parent 36 0 R
-/F 4
-/AP <<
-/N 38 0 R
->>
->>
-endobj
-38 0 obj
-<<
-/Length 72/Type /XObject
-/Subtype /Form
-/BBox [0 0 60 24]
-/Resources <<
-/Font <<
-/Helv <<
-/Type /Font
-/Subtype /Type1
-/BaseFont /Helvetica
->>
->>
->>
->>
-stream
-/Tx BMC
-q
-1 1 58 22 re
-W
-n
-BT
-/Helv 14 Tf
-0 g
-2 6.974 Td
-() Tj
-ET
-Q
-EMC
-
-endstream
-endobj
-xref
-0 39
-0000000000 65535 f
-0000000015 00000 n
-0000000078 00000 n
-0000000143 00000 n
-0000000312 00000 n
-0000000430 00000 n
-0000000577 00000 n
-0000000866 00000 n
-0000000937 00000 n
-0000001058 00000 n
-0000001319 00000 n
-0000001391 00000 n
-0000001515 00000 n
-0000001777 00000 n
-0000001849 00000 n
-0000002004 00000 n
-0000002242 00000 n
-0000002356 00000 n
-0000002486 00000 n
-0000002610 00000 n
-0000002875 00000 n
-0000003034 00000 n
-0000003199 00000 n
-0000003436 00000 n
-0000003711 00000 n
-0000003872 00000 n
-0000004109 00000 n
-0000004384 00000 n
-0000004551 00000 n
-0000004788 00000 n
-0000005063 00000 n
-0000005132 00000 n
-0000005256 00000 n
-0000005516 00000 n
-0000005590 00000 n
-0000005715 00000 n
-0000005977 00000 n
-0000006056 00000 n
-0000006181 00000 n
-trailer
-<<
-/Size 39
-/Root 2 0 R
-/Info 3 0 R
-/ID [<4798EA6ACCB2CE19827C36CD841F759A> <4798EA6ACCB2CE19827C36CD841F759A>]
->>
-startxref
-6441
-%%EOF

docker/production/compose.yml

@@ -64,12 +64,6 @@ services:
       - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP}
       - NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=${NEXT_PUBLIC_DISABLE_OIDC_SIGNUP}
       - NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=${NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS}
-      - NEXT_PUBLIC_DISABLE_SIGNIN=${NEXT_PUBLIC_DISABLE_SIGNIN}
-      - NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=${NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN}
-      - NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=${NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN}
-      - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN}
-      - NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=${NEXT_PUBLIC_DISABLE_OIDC_SIGNIN}
-      - NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=${NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT}
       - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
       - NEXT_PRIVATE_SIGNING_PASSPHRASE=${NEXT_PRIVATE_SIGNING_PASSPHRASE}
       - NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=${NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS}

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.14.0",
+  "version": "2.13.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.14.0",
+      "version": "2.13.0",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -15,7 +15,7 @@
       "dependencies": {
         "@ai-sdk/google-vertex": "3.0.81",
         "@documenso/prisma": "*",
-        "@libpdf/core": "^0.4.1",
+        "@libpdf/core": "^0.4.0",
         "@lingui/conf": "^5.6.0",
         "@lingui/core": "^5.6.0",
         "@marsidev/react-turnstile": "^1.5.0",
@@ -406,7 +406,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.14.0",
+      "version": "2.13.0",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",
@@ -4661,9 +4661,9 @@
       "license": "MIT"
     },
     "node_modules/@libpdf/core": {
-      "version": "0.4.1",
-      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.4.1.tgz",
-      "integrity": "sha512-DWGxWw1na8oFPixz+b6kOgu4tMD8xJLDgyPGVUNqIswO5POHAxsqmTvUvDW0IrwHP7kFRHBV3I3T/KhTABf9rA==",
+      "version": "0.4.0",
+      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.4.0.tgz",
+      "integrity": "sha512-G9nZRjf9DGDJaS/C23YWogk8akPM7O/6HfMslxVsKTKRbbbb+0szpQIetcGGUGRu7KtmBDmGDWCgz//DXSmq8A==",
       "license": "MIT",
       "dependencies": {
         "@noble/ciphers": "^2.2.0",

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.14.0",
+  "version": "2.13.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",
@@ -35,6 +35,7 @@
     "with:env": "dotenv -e .env -e .env.local --",
     "reset:hard": "npm run clean && npm i && npm run prisma:generate",
     "precommit": "npm install && git add package.json package-lock.json",
+    "trigger:dev": "npm run with:env -- npx trigger-cli dev --handler-path=\"/api/jobs\"",
     "inngest:dev": "inngest dev -u http://localhost:3000/api/jobs",
     "make:version": "npm version --workspace @documenso/remix --include-workspace-root --no-git-tag-version -m \"v%s\"",
     "translate": "npm run translate:extract && npm run translate:compile",
@@ -87,7 +88,7 @@
   "dependencies": {
     "@ai-sdk/google-vertex": "3.0.81",
     "@documenso/prisma": "*",
-    "@libpdf/core": "^0.4.1",
+    "@libpdf/core": "^0.4.0",
     "@lingui/conf": "^5.6.0",
     "@lingui/core": "^5.6.0",
     "@prisma/extension-read-replicas": "^0.4.1",

packages/api/v1/openapi.ts

@@ -11,7 +11,7 @@ export const OpenAPIV1 = Object.assign(
         title: 'Documenso API',
         version: '1.0.0',
         description:
-          'API V1 is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
+          'API V1 has been deprecated. For more details, see https://docs.documenso.com/docs/developers/api/migrate-to-envelopes. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
       },
       servers: [
         {

packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts

@@ -526,7 +526,7 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   // Should be able to access organisation settings
   await expect(page.getByText('Organisation Settings')).toBeVisible();
   await expect(page.getByLabel('Organisation Name*')).toBeVisible();
-  await expect(page.getByLabel('Organisation Name*')).toBeEnabled();
+  await expect(page.getByRole('button', { name: 'Update organisation' })).toBeVisible();
 
   // Should have delete permissions
   await expect(page.getByRole('button', { name: 'Delete' })).toBeVisible();

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-envelope-cert-audit-log.spec.ts

@@ -1,284 +0,0 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { hashString } from '@documenso/lib/server-only/auth/hash';
-import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
-import { alphaid } from '@documenso/lib/universal/id';
-import { prisma } from '@documenso/prisma';
-import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
-import { seedCompletedDocument } from '@documenso/prisma/seed/documents';
-import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { type APIRequestContext, expect, test } from '@playwright/test';
-import type { Team, User } from '@prisma/client';
-
-const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
-const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
-
-/**
- * Create an API token directly, bypassing the role check in `createApiToken`.
- *
- * This simulates a token that was minted while the user had permission, and which
- * survives a later downgrade to a lower team role (e.g. MEMBER). Such a token must
- * still respect document visibility at request time.
- */
-const seedApiTokenForUser = async ({
-  userId,
-  teamId,
-  tokenName,
-}: {
-  userId: number;
-  teamId: number;
-  tokenName: string;
-}) => {
-  const token = `api_${alphaid(16)}`;
-
-  await prisma.apiToken.create({
-    data: {
-      name: tokenName,
-      token: hashString(token),
-      expires: null,
-      userId,
-      teamId,
-    },
-  });
-
-  return { token };
-};
-
-test.describe.configure({
-  mode: 'parallel',
-});
-
-const downloadAuditLogPdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
-  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/audit-log/download`, {
-    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
-  });
-};
-
-const downloadCertificatePdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
-  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/certificate/download`, {
-    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
-  });
-};
-
-test.describe('Envelope certificate / audit log PDF download API V2 - access control', () => {
-  let userA: User, teamA: Team, userB: User, teamB: Team, tokenA: string, tokenB: string;
-
-  test.beforeEach(async () => {
-    ({ user: userA, team: teamA } = await seedUser());
-    ({ token: tokenA } = await createApiToken({
-      userId: userA.id,
-      teamId: teamA.id,
-      tokenName: 'userA',
-      expiresIn: null,
-    }));
-
-    ({ user: userB, team: teamB } = await seedUser());
-    ({ token: tokenB } = await createApiToken({
-      userId: userB.id,
-      teamId: teamB.id,
-      tokenName: 'userB',
-      expiresIn: null,
-    }));
-  });
-
-  test('should reject audit log download without an API token', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    const res = await downloadAuditLogPdf(request, document.id);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('should reject certificate download without an API token', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    const res = await downloadCertificatePdf(request, document.id);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('should reject audit log download from a user in a different team', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    const res = await downloadAuditLogPdf(request, document.id, tokenB);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should reject certificate download from a user in a different team', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    const res = await downloadCertificatePdf(request, document.id, tokenB);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should reject a disabled user downloading the audit log', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    await prisma.user.update({
-      where: { id: userA.id },
-      data: { disabled: true },
-    });
-
-    const res = await downloadAuditLogPdf(request, document.id, tokenA);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('should reject a disabled user downloading the certificate', async ({ request }) => {
-    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
-
-    await prisma.user.update({
-      where: { id: userA.id },
-      data: { disabled: true },
-    });
-
-    const res = await downloadCertificatePdf(request, document.id, tokenA);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('should return 404 for a non-existent envelope id', async ({ request }) => {
-    const auditLogRes = await downloadAuditLogPdf(request, 'envelope_doesnotexist', tokenA);
-    expect(auditLogRes.status()).toBe(404);
-
-    const certificateRes = await downloadCertificatePdf(request, 'envelope_doesnotexist', tokenA);
-    expect(certificateRes.status()).toBe(404);
-  });
-});
-
-test.describe('Envelope certificate / audit log PDF download API V2 - document visibility', () => {
-  test.describe.configure({
-    mode: 'parallel',
-  });
-
-  test('should hide an ADMIN-only document from a downgraded member (audit log)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-    const { token: memberToken } = await seedApiTokenForUser({
-      userId: member.id,
-      teamId: team.id,
-      tokenName: 'member-audit-log-token',
-    });
-
-    // ADMIN-visibility document owned by the team owner - a member must not see it.
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-    });
-
-    const res = await downloadAuditLogPdf(request, document.id, memberToken);
-
-    // Visibility failure surfaces as not-found, matching the canonical access checks.
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should hide an ADMIN-only document from a downgraded member (certificate)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-    const { token: memberToken } = await seedApiTokenForUser({
-      userId: member.id,
-      teamId: team.id,
-      tokenName: 'member-certificate-token',
-    });
-
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-    });
-
-    const res = await downloadCertificatePdf(request, document.id, memberToken);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (audit log)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-    const { token: memberToken } = await seedApiTokenForUser({
-      userId: member.id,
-      teamId: team.id,
-      tokenName: 'member-manager-vis-token',
-    });
-
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
-    });
-
-    const res = await downloadAuditLogPdf(request, document.id, memberToken);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (certificate)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-    const { token: memberToken } = await seedApiTokenForUser({
-      userId: member.id,
-      teamId: team.id,
-      tokenName: 'member-manager-vis-cert-token',
-    });
-
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
-    });
-
-    const res = await downloadCertificatePdf(request, document.id, memberToken);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should hide an ADMIN-only document from a downgraded manager (certificate)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
-
-    const { token: managerToken } = await seedApiTokenForUser({
-      userId: manager.id,
-      teamId: team.id,
-      tokenName: 'manager-admin-vis-cert-token',
-    });
-
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-    });
-
-    const res = await downloadCertificatePdf(request, document.id, managerToken);
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(404);
-  });
-
-  test('should allow a member to download an EVERYONE-visibility document (audit log)', async ({ request }) => {
-    const { team, owner } = await seedTeam();
-    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-    const { token: memberToken } = await seedApiTokenForUser({
-      userId: member.id,
-      teamId: team.id,
-      tokenName: 'member-everyone-vis-token',
-    });
-
-    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
-      createDocumentOptions: { visibility: DocumentVisibility.EVERYONE },
-    });
-
-    const res = await downloadAuditLogPdf(request, document.id, memberToken);
-
-    expect(res.ok()).toBeTruthy();
-    expect(res.status()).toBe(200);
-    expect(res.headers()['content-type']).toContain('application/pdf');
-  });
-});

packages/app-tests/e2e/documents/document-visibility-access.spec.ts

@@ -1,89 +0,0 @@
-import { cancelDocument } from '@documenso/lib/server-only/document/cancel-document';
-import { deleteDocument } from '@documenso/lib/server-only/document/delete-document';
-import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
-import { prisma } from '@documenso/prisma';
-import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
-import { seedBlankDocument } from '@documenso/prisma/seed/documents';
-import { seedTeamMember } from '@documenso/prisma/seed/teams';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, test } from '@playwright/test';
-
-const requestMetadata = {
-  auth: null,
-  requestMetadata: {},
-  source: 'app' as const,
-};
-
-test.describe.configure({ mode: 'parallel' });
-
-const canReadEnvelope = async (envelopeId: string, userId: number, teamId: number) => {
-  try {
-    await getEnvelopeWhereInput({
-      id: { type: 'envelopeId', id: envelopeId },
-      userId,
-      teamId,
-      type: null,
-    }).then(({ envelopeWhereInput }) => prisma.envelope.findFirstOrThrow({ where: envelopeWhereInput }));
-
-    return true;
-  } catch {
-    return false;
-  }
-};
-
-test('[DOCUMENTS]: a member cannot delete a document with restricted visibility', async () => {
-  const { user: owner, team } = await seedUser();
-  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-  const envelope = await seedBlankDocument(owner, team.id, {
-    createDocumentOptions: {
-      visibility: DocumentVisibility.ADMIN,
-      status: DocumentStatus.DRAFT,
-    },
-  });
-
-  // The member cannot read an ADMIN-visibility document, so they must not be
-  // able to delete it either.
-  expect(await canReadEnvelope(envelope.id, member.id, team.id)).toBe(false);
-
-  await expect(
-    deleteDocument({
-      id: { type: 'envelopeId', id: envelope.id },
-      userId: member.id,
-      teamId: team.id,
-      requestMetadata,
-    }),
-  ).rejects.toThrow();
-
-  const stillExists = await prisma.envelope.findUnique({ where: { id: envelope.id } });
-  expect(stillExists).not.toBeNull();
-});
-
-test('[DOCUMENTS]: a manager cannot cancel a document with restricted visibility', async () => {
-  const { user: owner, team } = await seedUser();
-  const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
-
-  const envelope = await seedBlankDocument(owner, team.id, {
-    createDocumentOptions: {
-      visibility: DocumentVisibility.ADMIN,
-      status: DocumentStatus.PENDING,
-    },
-  });
-
-  // A manager outranks a member but still cannot read an ADMIN-visibility
-  // document, so cancellation must be blocked despite the sufficient role.
-  expect(await canReadEnvelope(envelope.id, manager.id, team.id)).toBe(false);
-
-  await expect(
-    cancelDocument({
-      id: { type: 'envelopeId', id: envelope.id },
-      userId: manager.id,
-      teamId: team.id,
-      reason: 'test-cancel',
-      requestMetadata,
-    }),
-  ).rejects.toThrow();
-
-  const after = await prisma.envelope.findUnique({ where: { id: envelope.id } });
-  expect(after?.status).toBe(DocumentStatus.PENDING);
-});

packages/app-tests/e2e/envelope-editor-v2/attachment-url-validation.spec.ts

@@ -1,70 +0,0 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { hashString } from '@documenso/lib/server-only/auth/hash';
-import { alphaid } from '@documenso/lib/universal/id';
-import { prisma } from '@documenso/prisma';
-import { seedBlankDocument } from '@documenso/prisma/seed/documents';
-import { seedTeam } from '@documenso/prisma/seed/teams';
-import { expect, test } from '@playwright/test';
-
-const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
-const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
-
-test.describe.configure({ mode: 'parallel' });
-
-const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
-  const token = `api_${alphaid(16)}`;
-
-  await prisma.apiToken.create({
-    data: { name: 'attachment-url-test', token: hashString(token), expires: null, userId, teamId },
-  });
-
-  return { token };
-};
-
-/**
- * Attachment URLs are rendered as link hrefs, so they must be restricted to
- * http(s). The API must reject any other scheme.
- */
-const NON_HTTP_URLS = [
-  'javascript:alert(document.cookie)',
-  'data:text/html,<script>alert(1)</script>',
-  'vbscript:msgbox(1)',
-  'file:///etc/passwd',
-];
-
-test('[ATTACHMENTS]: rejects attachment URLs with a non-http(s) protocol', async ({ request }) => {
-  const { team, owner } = await seedTeam();
-  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
-
-  const envelope = await seedBlankDocument(owner, team.id);
-
-  for (const url of NON_HTTP_URLS) {
-    const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
-      headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
-      data: { envelopeId: envelope.id, data: { label: 'attachment', data: url } },
-    });
-
-    expect(res.ok(), `expected ${url} to be rejected`).toBe(false);
-  }
-
-  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
-  expect(attachments).toHaveLength(0);
-});
-
-test('[ATTACHMENTS]: accepts attachment URLs with an http(s) protocol', async ({ request }) => {
-  const { team, owner } = await seedTeam();
-  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
-
-  const envelope = await seedBlankDocument(owner, team.id);
-
-  const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
-    headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
-    data: { envelopeId: envelope.id, data: { label: 'safe', data: 'https://example.com/file.pdf' } },
-  });
-
-  expect(res.ok()).toBe(true);
-
-  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
-  expect(attachments).toHaveLength(1);
-  expect(attachments[0].data).toBe('https://example.com/file.pdf');
-});

packages/app-tests/e2e/envelope-editor-v2/attachment-visibility-access.spec.ts

@@ -1,121 +0,0 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { hashString } from '@documenso/lib/server-only/auth/hash';
-import { alphaid } from '@documenso/lib/universal/id';
-import { prisma } from '@documenso/prisma';
-import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
-import { seedBlankDocument } from '@documenso/prisma/seed/documents';
-import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
-import { type APIRequestContext, expect, test } from '@playwright/test';
-
-const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
-const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
-
-test.describe.configure({ mode: 'parallel' });
-
-const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
-  const token = `api_${alphaid(16)}`;
-
-  await prisma.apiToken.create({
-    data: { name: 'attachment-access-test', token: hashString(token), expires: null, userId, teamId },
-  });
-
-  return { token };
-};
-
-const canReadEnvelope = async (request: APIRequestContext, token: string, envelopeId: string) => {
-  const res = await request.get(`${API_BASE_URL}/envelope/${envelopeId}`, {
-    headers: { Authorization: `Bearer ${token}` },
-  });
-
-  return res.ok();
-};
-
-/**
- * Attachment create/update/delete/list must enforce document visibility, not
- * just team membership. A member whose visibility tier excludes a restricted
- * envelope must not be able to read or mutate its attachments.
- */
-test('[ATTACHMENTS]: a member cannot create or delete attachments on a restricted document', async ({ request }) => {
-  const { team, owner } = await seedTeam();
-  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
-
-  const envelope = await seedBlankDocument(owner, team.id, {
-    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-  });
-
-  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
-
-  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
-    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
-    data: { envelopeId: envelope.id, data: { label: 'attachment', data: 'https://example.com' } },
-  });
-
-  expect(createRes.ok()).toBe(false);
-
-  // No attachment should have been created.
-  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
-  expect(attachments).toHaveLength(0);
-});
-
-test('[ATTACHMENTS]: a member cannot update an attachment on a restricted document', async ({ request }) => {
-  const { team, owner } = await seedTeam();
-  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
-  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
-
-  const envelope = await seedBlankDocument(owner, team.id, {
-    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-  });
-
-  // The owner (who can see the document) creates the attachment.
-  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
-    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
-    data: { envelopeId: envelope.id, data: { label: 'original', data: 'https://example.com/original' } },
-  });
-  expect(createRes.ok()).toBe(true);
-  const attachment = await createRes.json();
-
-  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
-
-  const updateRes = await request.post(`${API_BASE_URL}/envelope/attachment/update`, {
-    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
-    data: { id: attachment.id, data: { label: 'tampered', data: 'https://example.com/tampered' } },
-  });
-
-  expect(updateRes.ok()).toBe(false);
-
-  const persisted = await prisma.envelopeAttachment.findUnique({ where: { id: attachment.id } });
-  expect(persisted?.label).toBe('original');
-});
-
-test('[ATTACHMENTS]: a member cannot list attachments on a restricted document', async ({ request }) => {
-  const { team, owner } = await seedTeam();
-  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
-
-  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
-  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
-
-  const envelope = await seedBlankDocument(owner, team.id, {
-    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
-  });
-
-  await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
-    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
-    data: { envelopeId: envelope.id, data: { label: 'restricted', data: 'https://example.com/restricted' } },
-  });
-
-  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
-
-  const findRes = await request.get(`${API_BASE_URL}/envelope/attachment?envelopeId=${envelope.id}`, {
-    headers: { Authorization: `Bearer ${memberToken}` },
-  });
-
-  expect(findRes.ok()).toBe(false);
-
-  const body = findRes.ok() ? await findRes.json() : null;
-  const attachments = body?.data ?? [];
-  expect(attachments).toHaveLength(0);
-});

packages/app-tests/e2e/envelope-editor-v2/envelope-fields.spec.ts

@@ -20,7 +20,7 @@ import {
   type TEnvelopeEditorSurface,
 } from '../fixtures/envelope-editor';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
-import { getKonvaElementCountForPage, getKonvaTransformerNodeCountForPage } from '../fixtures/konva';
+import { getKonvaElementCountForPage } from '../fixtures/konva';
 
 type TFieldFlowResult = {
   externalId: string;
@@ -46,7 +46,6 @@ const updateExternalId = async (surface: TEnvelopeEditorSurface, externalId: str
 
   if (!surface.isEmbedded) {
     await expectToastTextToBeVisible(surface.root, 'Envelope updated');
-    await surface.root.getByTestId('toast-close').click();
   }
 };
 
@@ -99,17 +98,6 @@ const selectFieldOnCanvas = async (root: Page, position: { x: number; y: number
   await canvas.click({ position, force: true });
 };
 
-/**
- * Shift+click a field on the canvas to toggle it in/out of the current multi-selection.
- */
-const shiftClickFieldOnCanvas = async (root: Page, position: { x: number; y: number }) => {
-  const canvas = root.locator('.konva-container canvas').first();
-  await expect(canvas).toBeVisible();
-  await root.waitForTimeout(300);
-  // Use force:true to bypass any floating action toolbar buttons that may intercept clicks.
-  await canvas.click({ position, modifiers: ['Shift'], force: true });
-};
-
 const runAddAndPersistSignatureTextFields = async (surface: TEnvelopeEditorSurface): Promise<TFieldFlowResult> => {
   const externalId = `e2e-fields-${nanoid()}`;
 
@@ -772,106 +760,9 @@ const assertChangeFieldTypePersistedInDatabase = async ({
   expect(actualMetaTypes).toEqual(['date', 'date']);
 };
 
-// --- Shift+click multi-select flow ---
-
-type TShiftClickFlowResult = {
-  externalId: string;
-};
-
-const SHIFT_CLICK_FIELD_POSITIONS = {
-  signature: { x: 150, y: 120 },
-  text: { x: 150, y: 260 },
-  name: { x: 150, y: 400 },
-};
-
-const runShiftClickMultiSelectFlow = async (surface: TEnvelopeEditorSurface): Promise<TShiftClickFlowResult> => {
-  const externalId = `e2e-shift-click-${nanoid()}`;
-  const root = surface.root;
-
-  if (surface.isEmbedded && !surface.envelopeId) {
-    await addEnvelopeItemPdf(root, 'embedded-fields.pdf');
-  }
-
-  await updateExternalId(surface, externalId);
-  await setupRecipientsForFieldPlacement(surface);
-
-  await clickEnvelopeEditorStep(root, 'addFields');
-  await expect(root.locator('.konva-container canvas').first()).toBeVisible();
-
-  // Place three fields, spaced far enough apart that their action toolbars don't
-  // overlap a neighbouring field's click target.
-  await placeFieldOnPdf(root, 'Signature', SHIFT_CLICK_FIELD_POSITIONS.signature);
-  await placeFieldOnPdf(root, 'Text', SHIFT_CLICK_FIELD_POSITIONS.text);
-  await placeFieldOnPdf(root, 'Name', SHIFT_CLICK_FIELD_POSITIONS.name);
-  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(3);
-
-  // A plain click selects exactly one field.
-  await selectFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
-  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
-
-  // Shift+click a second field ADDS it to the selection (the new behaviour).
-  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.text);
-  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
-
-  // Shift+click an already-selected field REMOVES it from the selection.
-  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
-  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
-
-  // Shift+click it again RE-ADDS it, leaving Signature + Text selected and Name excluded.
-  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
-  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
-
-  // Delete the two selected fields via the floating action toolbar. Only the
-  // un-selected Name field should remain -- proving the multi-selection contained
-  // exactly the two Shift-clicked fields.
-  await expect(root.locator('button[title="Remove"]')).toBeVisible();
-  await root.locator('button[title="Remove"]').click();
-  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
-
-  // Navigate away and back to verify persistence.
-  await clickEnvelopeEditorStep(root, 'upload');
-  await clickEnvelopeEditorStep(root, 'addFields');
-  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
-
-  return { externalId };
-};
-
-const assertShiftClickMultiSelectPersistedInDatabase = async ({
-  surface,
-  externalId,
-}: {
-  surface: TEnvelopeEditorSurface;
-  externalId: string;
-}) => {
-  const envelope = await prisma.envelope.findFirstOrThrow({
-    where: {
-      externalId,
-      userId: surface.userId,
-      teamId: surface.teamId,
-      type: surface.envelopeType,
-    },
-    orderBy: { createdAt: 'desc' },
-    include: { fields: true },
-  });
-
-  // Signature + Text were multi-selected via Shift+click and deleted; only Name remains.
-  expect(envelope.fields).toHaveLength(1);
-  expect(envelope.fields[0].type).toBe(FieldType.NAME);
-};
-
 // --- Test describe blocks ---
 
 test.describe('document editor', () => {
-  test('shift+click adds and removes fields from the selection', async ({ page }) => {
-    const surface = await openDocumentEnvelopeEditor(page);
-    const result = await runShiftClickMultiSelectFlow(surface);
-
-    await assertShiftClickMultiSelectPersistedInDatabase({
-      surface,
-      ...result,
-    });
-  });
-
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openDocumentEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -924,16 +815,6 @@ test.describe('document editor', () => {
 });
 
 test.describe('template editor', () => {
-  test('shift+click adds and removes fields from the selection', async ({ page }) => {
-    const surface = await openTemplateEnvelopeEditor(page);
-    const result = await runShiftClickMultiSelectFlow(surface);
-
-    await assertShiftClickMultiSelectPersistedInDatabase({
-      surface,
-      ...result,
-    });
-  });
-
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openTemplateEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -986,21 +867,6 @@ test.describe('template editor', () => {
 });
 
 test.describe('embedded create', () => {
-  test('shift+click adds and removes fields from the selection', async ({ page }) => {
-    const surface = await openEmbeddedEnvelopeEditor(page, {
-      envelopeType: 'DOCUMENT',
-      tokenNamePrefix: 'e2e-embed-shift-click',
-    });
-    const result = await runShiftClickMultiSelectFlow(surface);
-
-    await persistEmbeddedEnvelope(surface);
-
-    await assertShiftClickMultiSelectPersistedInDatabase({
-      surface,
-      ...result,
-    });
-  });
-
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'DOCUMENT',
@@ -1078,22 +944,6 @@ test.describe('embedded create', () => {
 });
 
 test.describe('embedded edit', () => {
-  test('shift+click adds and removes fields from the selection', async ({ page }) => {
-    const surface = await openEmbeddedEnvelopeEditor(page, {
-      envelopeType: 'TEMPLATE',
-      mode: 'edit',
-      tokenNamePrefix: 'e2e-embed-shift-click',
-    });
-    const result = await runShiftClickMultiSelectFlow(surface);
-
-    await persistEmbeddedEnvelope(surface);
-
-    await assertShiftClickMultiSelectPersistedInDatabase({
-      surface,
-      ...result,
-    });
-  });
-
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'TEMPLATE',

packages/app-tests/e2e/envelopes/envelope-expiration-settings.spec.ts

@@ -19,7 +19,7 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   });
 
   // Wait for the form to load.
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
 
   // Change the amount to 2.
   const amountInput = page.getByTestId('envelope-expiration-amount');
@@ -35,7 +35,7 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   await unitTrigger.click();
   await page.getByRole('option', { name: 'Weeks' }).click();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
@@ -57,14 +57,14 @@ test('[ENVELOPE_EXPIRATION]: disable expiration at organisation level', async ({
     redirectPath: `/o/${organisation.url}/settings/document`,
   });
 
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
 
   // Find the mode select (shows "Custom duration") and change to "Never expires".
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
   await modeTrigger.click();
   await page.getByRole('option', { name: 'Never expires' }).click();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
@@ -109,7 +109,7 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
     redirectPath: `/t/${team.url}/settings/document`,
   });
 
-  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
 
   // The expiration picker mode select should show "Inherit from organisation" by default.
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
@@ -128,7 +128,7 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
   await unitTrigger.click();
   await page.getByRole('option', { name: 'Days' }).click();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify team setting is overridden.

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -324,7 +324,10 @@ test.describe('Signing Certificate Tests', () => {
       .click();
     await page.getByRole('option', { name: 'No' }).click();
 
-    await page.getByRole('button', { name: 'Save changes' }).first().click();
+    await page
+      .getByRole('button', { name: /Update/ })
+      .first()
+      .click();
 
     await page.waitForTimeout(1000);
 
@@ -344,7 +347,10 @@ test.describe('Signing Certificate Tests', () => {
       .getByRole('combobox')
       .click();
     await page.getByRole('option', { name: 'Yes' }).click();
-    await page.getByRole('button', { name: 'Save changes' }).first().click();
+    await page
+      .getByRole('button', { name: /Update/ })
+      .first()
+      .click();
 
     await page.waitForTimeout(1000);
 

packages/app-tests/e2e/fixtures/konva.ts

@@ -16,35 +16,3 @@ export const getKonvaElementCountForPage = async (page: Page, pageNumber: number
     { pageNumber, elementSelector },
   );
 };
-
-/**
- * Returns how many field groups are currently attached to the page's Konva
- * transformer, i.e. the size of the active canvas selection. Used to assert
- * multi-select behaviour (marquee drag and Shift+click).
- */
-export const getKonvaTransformerNodeCountForPage = async (page: Page, pageNumber: number) => {
-  await page.locator('.konva-container canvas').first().waitFor({ state: 'visible' });
-
-  return await page.evaluate(
-    ({ pageNumber }) => {
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      const konva: typeof Konva = (window as unknown as { Konva: typeof Konva }).Konva;
-
-      const stage = konva.stages.find((stage) => stage.attrs.id === `page-${pageNumber}`);
-
-      if (!stage) {
-        return 0;
-      }
-
-      const transformer = stage.find('Transformer')[0];
-
-      if (!transformer) {
-        return 0;
-      }
-
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      return (transformer as Konva.Transformer).nodes().length;
-    },
-    { pageNumber },
-  );
-};

packages/app-tests/e2e/organisations/manage-organisation.spec.ts

@@ -60,7 +60,7 @@ test('[ORGANISATIONS]: manage general settings', async ({ page }) => {
   await page.getByLabel('Organisation URL*').clear();
   await page.getByLabel('Organisation URL*').fill(updatedOrganisationId);
 
-  await page.getByRole('button', { name: 'Save changes' }).click();
+  await page.getByRole('button', { name: 'Update organisation' }).click();
 
   // Check we have been redirected to the new organisation URL and the name is updated.
   await page.waitForURL(`/o/${updatedOrganisationId}/settings/general`);

packages/app-tests/e2e/organisations/organisation-permission-hierarchy.spec.ts

@@ -1,406 +0,0 @@
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { generateDatabaseId, nanoid } from '@documenso/lib/universal/id';
-import { prisma } from '@documenso/prisma';
-import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
-import { seedUser } from '@documenso/prisma/seed/users';
-import { expect, type Page, test } from '@playwright/test';
-import { OrganisationGroupType, type OrganisationMemberRole } from '@prisma/client';
-
-import { apiSignin } from '../fixtures/authentication';
-
-const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
-
-/**
- * Calls a tRPC mutation directly using the cookies of whoever is currently
- * signed in on the page context. This deliberately bypasses the UI: the
- * authorisation checks under test live on the server, and the UI may simply
- * hide a button rather than reject the request, which would mask a backend gap.
- */
-const trpcMutation = async (page: Page, procedure: string, input: Record<string, unknown>) => {
-  return await page.request.post(`${WEBAPP_BASE_URL}/api/trpc/${procedure}`, {
-    headers: { 'content-type': 'application/json' },
-    data: JSON.stringify({ json: input }),
-  });
-};
-
-const getOrganisationMember = async (userId: number, organisationId: string) => {
-  return await prisma.organisationMember.findFirstOrThrow({
-    where: {
-      userId,
-      organisationId,
-    },
-  });
-};
-
-const createCustomGroup = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
-  return await prisma.organisationGroup.create({
-    data: {
-      id: generateDatabaseId('org_group'),
-      organisationId,
-      name: `custom-${organisationRole}-${nanoid()}`,
-      type: OrganisationGroupType.CUSTOM,
-      organisationRole,
-    },
-  });
-};
-
-const createPendingInvite = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
-  return await prisma.organisationMemberInvite.create({
-    data: {
-      id: generateDatabaseId('member_invite'),
-      email: `invite-${nanoid()}@test.documenso.com`,
-      token: nanoid(32),
-      organisationId,
-      organisationRole,
-    },
-  });
-};
-
-test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: member deletion', () => {
-  test('a manager cannot delete an admin via member.delete', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser, adminUser] = await seedOrganisationMembers({
-      members: [
-        { name: 'Manager', organisationRole: 'MANAGER' },
-        { name: 'Admin', organisationRole: 'ADMIN' },
-      ],
-      organisationId: organisation.id,
-    });
-
-    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.delete', {
-      organisationId: organisation.id,
-      organisationMemberId: adminMember.id,
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    // The admin must still be a member of the organisation.
-    const stillExists = await prisma.organisationMember.findFirst({
-      where: { id: adminMember.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('a manager cannot delete an admin via member.deleteMany', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser, adminUser] = await seedOrganisationMembers({
-      members: [
-        { name: 'Manager', organisationRole: 'MANAGER' },
-        { name: 'Admin', organisationRole: 'ADMIN' },
-      ],
-      organisationId: organisation.id,
-    });
-
-    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
-      organisationId: organisation.id,
-      organisationMemberIds: [adminMember.id],
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const stillExists = await prisma.organisationMember.findFirst({
-      where: { id: adminMember.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('a manager cannot delete the organisation owner', async ({ page }) => {
-    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser] = await seedOrganisationMembers({
-      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
-      organisationId: organisation.id,
-    });
-
-    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
-      organisationId: organisation.id,
-      organisationMemberIds: [ownerMember.id],
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const stillExists = await prisma.organisationMember.findFirst({
-      where: { id: ownerMember.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('an admin cannot delete the organisation owner', async ({ page }) => {
-    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [adminUser] = await seedOrganisationMembers({
-      members: [{ name: 'Admin', organisationRole: 'ADMIN' }],
-      organisationId: organisation.id,
-    });
-
-    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
-
-    await apiSignin({ page, email: adminUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
-      organisationId: organisation.id,
-      organisationMemberIds: [ownerMember.id],
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const stillExists = await prisma.organisationMember.findFirst({
-      where: { id: ownerMember.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('a manager can still delete a regular member (positive control)', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser, memberUser] = await seedOrganisationMembers({
-      members: [
-        { name: 'Manager', organisationRole: 'MANAGER' },
-        { name: 'Member', organisationRole: 'MEMBER' },
-      ],
-      organisationId: organisation.id,
-    });
-
-    const member = await getOrganisationMember(memberUser.id, organisation.id);
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
-      organisationId: organisation.id,
-      organisationMemberIds: [member.id],
-    });
-
-    expect(res.ok()).toBeTruthy();
-
-    const deleted = await prisma.organisationMember.findFirst({
-      where: { id: member.id },
-    });
-
-    expect(deleted).toBeNull();
-  });
-});
-
-test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group deletion', () => {
-  test('a manager cannot delete an admin-role group', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser] = await seedOrganisationMembers({
-      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
-      organisationId: organisation.id,
-    });
-
-    const adminGroup = await createCustomGroup(organisation.id, 'ADMIN');
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.group.delete', {
-      organisationId: organisation.id,
-      groupId: adminGroup.id,
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const stillExists = await prisma.organisationGroup.findFirst({
-      where: { id: adminGroup.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('a manager can delete a member-role group (positive control)', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser] = await seedOrganisationMembers({
-      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
-      organisationId: organisation.id,
-    });
-
-    const memberGroup = await createCustomGroup(organisation.id, 'MEMBER');
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.group.delete', {
-      organisationId: organisation.id,
-      groupId: memberGroup.id,
-    });
-
-    expect(res.ok()).toBeTruthy();
-
-    const deleted = await prisma.organisationGroup.findFirst({
-      where: { id: memberGroup.id },
-    });
-
-    expect(deleted).toBeNull();
-  });
-});
-
-test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: invite resend', () => {
-  test('a manager cannot resend an admin-role invite', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser] = await seedOrganisationMembers({
-      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
-      organisationId: organisation.id,
-    });
-
-    const adminInvite = await createPendingInvite(organisation.id, 'ADMIN');
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
-      organisationId: organisation.id,
-      invitationId: adminInvite.id,
-    });
-
-    expect(res.ok()).toBeFalsy();
-  });
-
-  test('a manager can resend a member-role invite (positive control)', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [managerUser] = await seedOrganisationMembers({
-      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
-      organisationId: organisation.id,
-    });
-
-    const memberInvite = await createPendingInvite(organisation.id, 'MEMBER');
-
-    await apiSignin({ page, email: managerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
-      organisationId: organisation.id,
-      invitationId: memberInvite.id,
-    });
-
-    expect(res.ok()).toBeTruthy();
-  });
-});
-
-test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: leaving an organisation', () => {
-  test('the owner cannot leave without transferring ownership first', async ({ page }) => {
-    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
-
-    await apiSignin({ page, email: ownerUser.email });
-
-    const res = await trpcMutation(page, 'organisation.leave', {
-      organisationId: organisation.id,
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const stillExists = await prisma.organisationMember.findFirst({
-      where: { id: ownerMember.id },
-    });
-
-    expect(stillExists).not.toBeNull();
-  });
-
-  test('a non-owner member can still leave (positive control)', async ({ page }) => {
-    const { organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [memberUser] = await seedOrganisationMembers({
-      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
-      organisationId: organisation.id,
-    });
-
-    const member = await getOrganisationMember(memberUser.id, organisation.id);
-
-    await apiSignin({ page, email: memberUser.email });
-
-    const res = await trpcMutation(page, 'organisation.leave', {
-      organisationId: organisation.id,
-    });
-
-    expect(res.ok()).toBeTruthy();
-
-    const deleted = await prisma.organisationMember.findFirst({
-      where: { id: member.id },
-    });
-
-    expect(deleted).toBeNull();
-  });
-});
-
-test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group membership scoping', () => {
-  test('cannot add a member from another organisation to a group', async ({ page }) => {
-    // Organisation A, where the actor is the owner/admin.
-    const { user: actor, organisation: organisationA } = await seedUser({
-      isPersonalOrganisation: false,
-    });
-
-    // A separate organisation B with a member the actor has no authority over.
-    const { organisation: organisationB } = await seedUser({ isPersonalOrganisation: false });
-    const [foreignUser] = await seedOrganisationMembers({
-      members: [{ name: 'Foreign', organisationRole: 'MEMBER' }],
-      organisationId: organisationB.id,
-    });
-
-    const foreignMember = await getOrganisationMember(foreignUser.id, organisationB.id);
-
-    // A custom group the actor legitimately controls in organisation A.
-    const groupA = await createCustomGroup(organisationA.id, 'MEMBER');
-
-    await apiSignin({ page, email: actor.email });
-
-    const res = await trpcMutation(page, 'organisation.group.update', {
-      id: groupA.id,
-      memberIds: [foreignMember.id],
-    });
-
-    expect(res.ok()).toBeFalsy();
-
-    const injectedMembership = await prisma.organisationGroupMember.findFirst({
-      where: { groupId: groupA.id, organisationMemberId: foreignMember.id },
-    });
-
-    expect(injectedMembership).toBeNull();
-  });
-
-  test('can add a member from the same organisation to a group (positive control)', async ({ page }) => {
-    const { user: actor, organisation } = await seedUser({ isPersonalOrganisation: false });
-
-    const [memberUser] = await seedOrganisationMembers({
-      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
-      organisationId: organisation.id,
-    });
-
-    const member = await getOrganisationMember(memberUser.id, organisation.id);
-
-    const group = await createCustomGroup(organisation.id, 'MEMBER');
-
-    await apiSignin({ page, email: actor.email });
-
-    const res = await trpcMutation(page, 'organisation.group.update', {
-      id: group.id,
-      memberIds: [member.id],
-    });
-
-    expect(res.ok()).toBeTruthy();
-
-    const membership = await prisma.organisationGroupMember.findFirst({
-      where: { groupId: group.id, organisationMemberId: member.id },
-    });
-
-    expect(membership).not.toBeNull();
-  });
-});

packages/app-tests/e2e/organisations/organisation-team-preferences.spec.ts

@@ -39,7 +39,7 @@ test('[ORGANISATIONS]: manage document preferences', async ({ page }) => {
   await page.getByRole('option', { name: 'No' }).click();
   await page.getByTestId('include-signing-certificate-trigger').click();
   await page.getByRole('option', { name: 'No' }).click();
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -73,7 +73,7 @@ test('[ORGANISATIONS]: manage document preferences', async ({ page }) => {
   await page.getByTestId('document-date-format-trigger').click();
   await page.getByRole('option', { name: 'MM/DD/YYYY', exact: true }).click();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -128,7 +128,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Brand Website' }).fill('https://documenso.com');
   await page.getByRole('textbox', { name: 'Brand Details' }).click();
   await page.getByRole('textbox', { name: 'Brand Details' }).fill('BrandDetails');
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -150,7 +150,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Brand Website' }).fill('https://example.com');
   await page.getByRole('textbox', { name: 'Brand Details' }).click();
   await page.getByRole('textbox', { name: 'Brand Details' }).fill('UpdatedBrandDetails');
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -165,7 +165,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   // Test inheritance by setting team back to inherit from organisation
   await page.getByTestId('enable-branding').click();
   await page.getByRole('option', { name: 'Inherit from organisation' }).click();
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   await page.waitForTimeout(2000);
@@ -208,7 +208,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('checkbox', { name: 'Email the signer if the document is still pending' }).uncheck();
   await page.getByRole('checkbox', { name: 'Email recipients when a pending document is deleted' }).uncheck();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -245,7 +245,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('checkbox', { name: 'Email recipients when the document is completed', exact: true }).uncheck();
   await page.getByRole('checkbox', { name: 'Email the owner when the document is completed' }).uncheck();
 
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -292,7 +292,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Reply to email' }).fill('');
   await page.getByRole('combobox').filter({ hasText: 'Override organisation settings' }).click();
   await page.getByRole('option', { name: 'Inherit from organisation' }).click();
-  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   await page.waitForTimeout(1000);