feat: add 2FA document auth

.devcontainer/on-create.sh

@@ -1,10 +1,13 @@
 #!/usr/bin/env bash
 
+# Start the database and mailserver
+docker compose -f ./docker/compose-without-app.yml up -d
+
 # Install dependencies
 npm install
 
 # Copy the env file
 cp .env.example .env
 
-# Run the dev setup
-npm run dx
+# Run the migrations
+npm run prisma:migrate-dev

.env.example

@@ -22,23 +22,10 @@ NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documen
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.
 NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 
-# [[SIGNING]]
-# The transport to use for document signing. Available options: local (default) | gcloud-hsm
-NEXT_PRIVATE_SIGNING_TRANSPORT="local"
-# OPTIONAL: The passphrase to use for the local file-based signing transport.
-NEXT_PRIVATE_SIGNING_PASSPHRASE=
-# OPTIONAL: The local file path to the .p12 file to use for the local signing transport.
-NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=
-# OPTIONAL: The base64-encoded contents of the .p12 file to use for the local signing transport.
-NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS=
-# OPTIONAL: The path to the Google Cloud HSM key to use for the gcloud-hsm signing transport.
-NEXT_PRIVATE_SIGNING_GCLOUD_HSM_KEY_PATH=
-# OPTIONAL: The path to the Google Cloud HSM public certificate file to use for the gcloud-hsm signing transport.
-NEXT_PRIVATE_SIGNING_GCLOUD_HSM_PUBLIC_CRT_FILE_PATH=
-# OPTIONAL: The base64-encoded contents of the Google Cloud HSM public certificate file to use for the gcloud-hsm signing transport.
-NEXT_PRIVATE_SIGNING_GCLOUD_HSM_PUBLIC_CRT_FILE_CONTENTS=
-# OPTIONAL: The path to the Google Cloud Credentials file to use for the gcloud-hsm signing transport.
-NEXT_PRIVATE_SIGNING_GCLOUD_APPLICATION_CREDENTIALS_CONTENTS=
+# [[E2E Tests]]
+E2E_TEST_AUTHENTICATE_USERNAME="Test User"
+E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
+E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
 # [[SIGNING]]
 # OPTIONAL: Defines the signing transport to use. Available options: local (default)
@@ -113,11 +100,6 @@ NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
 # OPTIONAL: Leave blank to allow users to signup through /signup page.
 NEXT_PUBLIC_DISABLE_SIGNUP=
 
-# [[E2E Tests]]
-E2E_TEST_AUTHENTICATE_USERNAME="Test User"
-E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
-E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
-
 # This is only required for the marketing site
 # [[REDIS]]
 NEXT_PRIVATE_REDIS_URL=

.vscode/settings.json

@@ -1,9 +1,7 @@
 {
   "typescript.tsdk": "node_modules/typescript/lib",
-  "editor.defaultFormatter": "esbenp.prettier-vscode",
-  "editor.formatOnSave": true,
   "editor.codeActionsOnSave": {
-    "source.fixAll": "explicit"
+    "source.fixAll.eslint": "explicit"
   },
   "eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
   "javascript.preferences.importModuleSpecifier": "non-relative",

apps/marketing/next.config.js

@@ -21,7 +21,7 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
 const config = {
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt'],
     serverActions: {
       bodySizeLimit: '50mb',
     },

apps/marketing/src/app/(marketing)/layout.tsx

@@ -38,8 +38,7 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
   return (
     <div
       className={cn('relative flex min-h-[100vh] max-w-[100vw] flex-col pt-20 md:pt-28', {
-        'overflow-y-auto overflow-x-hidden':
-          pathname && !['/singleplayer', '/pricing'].includes(pathname),
+        'overflow-y-auto overflow-x-hidden': pathname !== '/singleplayer',
       })}
     >
       <div

apps/marketing/src/app/(marketing)/open/bar-metrics.tsx

@@ -1,10 +1,11 @@
 'use client';
 
-import type { HTMLAttributes } from 'react';
+import { HTMLAttributes } from 'react';
 
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import { formatMonth } from '@documenso/lib/client-only/format-month';
+import { cn } from '@documenso/ui/lib/utils';
 
 export type BarMetricProps<T extends Record<string, unknown>> = HTMLAttributes<HTMLDivElement> & {
   data: T;
@@ -33,13 +34,13 @@ export const BarMetric = <T extends Record<string, Record<keyof T[string], unkno
     .reverse();
 
   return (
-    <div className={className} {...props}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">{title}</h3>
-          <span>{extraInfo}</span>
-        </div>
+    <div className={cn('flex flex-col', className)} {...props}>
+      <div className="flex items-center px-4">
+        <h3 className="text-lg font-semibold">{title}</h3>
+        <span>{extraInfo}</span>
+      </div>
 
+      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={chartHeight}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

apps/marketing/src/app/(marketing)/open/cap-table.tsx

@@ -5,6 +5,8 @@ import { useEffect, useState } from 'react';
 
 import { Cell, Legend, Pie, PieChart, Tooltip } from 'recharts';
 
+import { cn } from '@documenso/ui/lib/utils';
+
 import { CAP_TABLE } from './data';
 
 const COLORS = ['#7fd843', '#a2e771', '#c6f2a4'];
@@ -47,12 +49,10 @@ export const CapTable = ({ className, ...props }: CapTableProps) => {
     setIsSSR(false);
   }, []);
   return (
-    <div className={className} {...props}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Cap Table</h3>
-        </div>
+    <div className={cn('flex flex-col', className)} {...props}>
+      <h3 className="px-4 text-lg font-semibold">Cap Table</h3>
 
+      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border shadow-sm hover:shadow">
         {!isSSR && (
           <PieChart width={400} height={400}>
             <Pie

apps/marketing/src/app/(marketing)/open/funding-raised.tsx

@@ -1,10 +1,11 @@
 'use client';
 
-import type { HTMLAttributes } from 'react';
+import { HTMLAttributes } from 'react';
 
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import { formatMonth } from '@documenso/lib/client-only/format-month';
+import { cn } from '@documenso/ui/lib/utils';
 
 export type FundingRaisedProps = HTMLAttributes<HTMLDivElement> & {
   data: Record<string, string | number>[];
@@ -17,12 +18,10 @@ export const FundingRaised = ({ className, data, ...props }: FundingRaisedProps)
   }));
 
   return (
-    <div className={className} {...props}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Total Funding Raised</h3>
-        </div>
+    <div className={cn('flex flex-col', className)} {...props}>
+      <h3 className="px-4 text-lg font-semibold">Total Funding Raised</h3>
 
+      <div className="border-border mt-2.5 flex flex-1 flex-col items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData} margin={{ top: 40, right: 40, bottom: 20, left: 40 }}>
             <XAxis dataKey="date" />

apps/marketing/src/app/(marketing)/open/monthly-completed-documents-chart.tsx

@@ -1,56 +0,0 @@
-'use client';
-
-import { DateTime } from 'luxon';
-import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
-
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
-
-export type MonthlyCompletedDocumentsChartProps = {
-  className?: string;
-  data: GetUserMonthlyGrowthResult;
-};
-
-export const MonthlyCompletedDocumentsChart = ({
-  className,
-  data,
-}: MonthlyCompletedDocumentsChartProps) => {
-  const formattedData = [...data].reverse().map(({ month, count }) => {
-    return {
-      month: DateTime.fromFormat(month, 'yyyy-MM').toFormat('LLLL'),
-      count: Number(count),
-    };
-  });
-
-  return (
-    <div className={className}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Completed Documents per Month</h3>
-        </div>
-
-        <ResponsiveContainer width="100%" height={400}>
-          <BarChart data={formattedData}>
-            <XAxis dataKey="month" />
-            <YAxis />
-
-            <Tooltip
-              labelStyle={{
-                color: 'hsl(var(--primary-foreground))',
-              }}
-              formatter={(value) => [Number(value).toLocaleString('en-US'), 'Completed Documents']}
-              cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
-            />
-
-            <Bar
-              dataKey="count"
-              fill="hsl(var(--primary))"
-              radius={[4, 4, 0, 0]}
-              maxBarSize={60}
-              label="Completed Documents"
-            />
-          </BarChart>
-        </ResponsiveContainer>
-      </div>
-    </div>
-  );
-};

apps/marketing/src/app/(marketing)/open/monthly-new-users-chart.tsx

@@ -4,6 +4,7 @@ import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyNewUsersChartProps = {
   className?: string;
@@ -19,12 +20,12 @@ export const MonthlyNewUsersChart = ({ className, data }: MonthlyNewUsersChartPr
   });
 
   return (
-    <div className={className}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">New Users</h3>
-        </div>
+    <div className={cn('flex flex-col', className)}>
+      <div className="flex items-center px-4">
+        <h3 className="text-lg font-semibold">New Users</h3>
+      </div>
 
+      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

apps/marketing/src/app/(marketing)/open/monthly-total-users-chart.tsx

@@ -4,6 +4,7 @@ import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyTotalUsersChartProps = {
   className?: string;
@@ -19,12 +20,12 @@ export const MonthlyTotalUsersChart = ({ className, data }: MonthlyTotalUsersCha
   });
 
   return (
-    <div className={className}>
-      <div className="border-border flex flex-1 flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Total Users</h3>
-        </div>
+    <div className={cn('flex flex-col', className)}>
+      <div className="flex items-center px-4">
+        <h3 className="text-lg font-semibold">Total Users</h3>
+      </div>
 
+      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

apps/marketing/src/app/(marketing)/open/page.tsx

@@ -2,23 +2,20 @@ import type { Metadata } from 'next';
 
 import { z } from 'zod';
 
-import { getCompletedDocumentsMonthly } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 import { getUserMonthlyGrowth } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 
 import { FUNDING_RAISED } from '~/app/(marketing)/open/data';
+import { MetricCard } from '~/app/(marketing)/open/metric-card';
+import { SalaryBands } from '~/app/(marketing)/open/salary-bands';
 import { CallToAction } from '~/components/(marketing)/call-to-action';
 
 import { BarMetric } from './bar-metrics';
 import { CapTable } from './cap-table';
 import { FundingRaised } from './funding-raised';
-import { MetricCard } from './metric-card';
-import { MonthlyCompletedDocumentsChart } from './monthly-completed-documents-chart';
 import { MonthlyNewUsersChart } from './monthly-new-users-chart';
 import { MonthlyTotalUsersChart } from './monthly-total-users-chart';
-import { SalaryBands } from './salary-bands';
 import { TeamMembers } from './team-members';
 import { OpenPageTooltip } from './tooltip';
-import { TotalSignedDocumentsChart } from './total-signed-documents-chart';
 import { Typefully } from './typefully';
 
 export const metadata: Metadata = {
@@ -134,18 +131,16 @@ export default async function OpenPage() {
     { total_count: mergedPullRequests },
     STARGAZERS_DATA,
     EARLY_ADOPTERS_DATA,
-    MONTHLY_USERS,
-    MONTHLY_COMPLETED_DOCUMENTS,
   ] = await Promise.all([
     fetchGithubStats(),
     fetchOpenIssues(),
     fetchMergedPullRequests(),
     fetchStargazers(),
     fetchEarlyAdopters(),
-    getUserMonthlyGrowth(),
-    getCompletedDocumentsMonthly(),
   ]);
 
+  const MONTHLY_USERS = await getUserMonthlyGrowth();
+
   return (
     <div>
       <div className="mx-auto mt-6 max-w-screen-lg sm:mt-12">
@@ -166,7 +161,7 @@ export default async function OpenPage() {
           </p>
         </div>
 
-        <div className="my-12 grid grid-cols-12 gap-8">
+        <div className="mt-12 grid grid-cols-12 gap-8">
           <div className="col-span-12 grid grid-cols-4 gap-4">
             <MetricCard
               className="col-span-2 lg:col-span-1"
@@ -193,57 +188,11 @@ export default async function OpenPage() {
           <TeamMembers className="col-span-12" />
 
           <SalaryBands className="col-span-12" />
-        </div>
 
-        <h2 className="px-4 text-2xl font-semibold">Finances</h2>
-        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
           <FundingRaised data={FUNDING_RAISED} className="col-span-12 lg:col-span-6" />
 
           <CapTable className="col-span-12 lg:col-span-6" />
-        </div>
 
-        <h2 className="px-4 text-2xl font-semibold">Community</h2>
-        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
-          <BarMetric<StargazersType>
-            data={STARGAZERS_DATA}
-            metricKey="stars"
-            title="GitHub: Total Stars"
-            label="Stars"
-            className="col-span-12 lg:col-span-6"
-          />
-
-          <BarMetric<StargazersType>
-            data={STARGAZERS_DATA}
-            metricKey="mergedPRs"
-            title="GitHub: Total Merged PRs"
-            label="Merged PRs"
-            chartHeight={400}
-            className="col-span-12 lg:col-span-6"
-          />
-
-          <BarMetric<StargazersType>
-            data={STARGAZERS_DATA}
-            metricKey="forks"
-            title="GitHub: Total Forks"
-            label="Forks"
-            chartHeight={400}
-            className="col-span-12 lg:col-span-6"
-          />
-
-          <BarMetric<StargazersType>
-            data={STARGAZERS_DATA}
-            metricKey="openIssues"
-            title="GitHub: Total Open Issues"
-            label="Open Issues"
-            chartHeight={400}
-            className="col-span-12 lg:col-span-6"
-          />
-
-          <Typefully className="col-span-12 lg:col-span-6" />
-        </div>
-
-        <h2 className="px-4 text-2xl font-semibold">Growth</h2>
-        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
           <BarMetric<EarlyAdoptersType>
             data={EARLY_ADOPTERS_DATA}
             metricKey="earlyAdopters"
@@ -253,29 +202,57 @@ export default async function OpenPage() {
             extraInfo={<OpenPageTooltip />}
           />
 
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="stars"
+            title="Github: Total Stars"
+            label="Stars"
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="mergedPRs"
+            title="Github: Total Merged PRs"
+            label="Merged PRs"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="forks"
+            title="Github: Total Forks"
+            label="Forks"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="openIssues"
+            title="Github: Total Open Issues"
+            label="Open Issues"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
           <MonthlyTotalUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
           <MonthlyNewUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
 
-          <MonthlyCompletedDocumentsChart
-            data={MONTHLY_COMPLETED_DOCUMENTS}
-            className="col-span-12 lg:col-span-6"
-          />
-          <TotalSignedDocumentsChart
-            data={MONTHLY_COMPLETED_DOCUMENTS}
-            className="col-span-12 lg:col-span-6"
-          />
+          <Typefully className="col-span-12 lg:col-span-6" />
+
+          <div className="col-span-12 mt-12 flex flex-col items-center justify-center">
+            <h2 className="text-2xl font-bold">Where's the rest?</h2>
+
+            <p className="text-muted-foreground mt-4 max-w-[55ch] text-center text-lg leading-normal">
+              We're still working on getting all our metrics together. We'll update this page as
+              soon as we have more to share.
+            </p>
+          </div>
         </div>
       </div>
 
-      <div className="col-span-12 mt-12 flex flex-col items-center justify-center">
-        <h2 className="text-2xl font-bold">Is there more?</h2>
-
-        <p className="text-muted-foreground mt-4 max-w-[55ch] text-center text-lg leading-normal">
-          This page is evolving as we learn what makes a great signing company. We'll update it when
-          we have more to share.
-        </p>
-      </div>
-
       <CallToAction className="mt-12" utmSource="open-page" />
     </div>
   );

apps/marketing/src/app/(marketing)/open/team-members.tsx

@@ -1,4 +1,4 @@
-import type { HTMLAttributes } from 'react';
+import { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 import {

apps/marketing/src/app/(marketing)/open/total-signed-documents-chart.tsx

@@ -1,56 +0,0 @@
-'use client';
-
-import { DateTime } from 'luxon';
-import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
-
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
-
-export type TotalSignedDocumentsChartProps = {
-  className?: string;
-  data: GetUserMonthlyGrowthResult;
-};
-
-export const TotalSignedDocumentsChart = ({ className, data }: TotalSignedDocumentsChartProps) => {
-  const formattedData = [...data].reverse().map(({ month, cume_count: count }) => {
-    return {
-      month: DateTime.fromFormat(month, 'yyyy-MM').toFormat('LLLL'),
-      count: Number(count),
-    };
-  });
-
-  return (
-    <div className={className}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Total Completed Documents</h3>
-        </div>
-
-        <ResponsiveContainer width="100%" height={400}>
-          <BarChart data={formattedData}>
-            <XAxis dataKey="month" />
-            <YAxis />
-
-            <Tooltip
-              labelStyle={{
-                color: 'hsl(var(--primary-foreground))',
-              }}
-              formatter={(value) => [
-                Number(value).toLocaleString('en-US'),
-                'Total Completed Documents',
-              ]}
-              cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
-            />
-
-            <Bar
-              dataKey="count"
-              fill="hsl(var(--primary))"
-              radius={[4, 4, 0, 0]}
-              maxBarSize={60}
-              label="Total Completed Documents"
-            />
-          </BarChart>
-        </ResponsiveContainer>
-      </div>
-    </div>
-  );
-};

apps/marketing/src/app/(marketing)/open/typefully.tsx

@@ -6,19 +6,18 @@ import Link from 'next/link';
 
 import { FaXTwitter } from 'react-icons/fa6';
 
+import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
 export type TypefullyProps = HTMLAttributes<HTMLDivElement>;
 
 export const Typefully = ({ className, ...props }: TypefullyProps) => {
   return (
-    <div className={className} {...props}>
-      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
-        <div className="mb-6 flex px-4">
-          <h3 className="text-lg font-semibold">Twitter Stats</h3>
-        </div>
+    <div className={cn('flex flex-col', className)} {...props}>
+      <h3 className="px-4 text-lg font-semibold">Twitter Stats</h3>
 
-        <div className="my-12 flex flex-col items-center gap-y-4 text-center">
+      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border py-8 shadow-sm hover:shadow">
+        <div className="flex flex-col items-center gap-y-4 text-center">
           <FaXTwitter className="h-12 w-12" />
           <Link href="https://typefully.com/documenso/stats" target="_blank">
             <h1>Documenso on X</h1>

apps/marketing/src/app/(marketing)/singleplayer/client.tsx

@@ -161,6 +161,7 @@ export const SinglePlayerClient = () => {
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',
+    authOptions: null,
   };
 
   const onFileDrop = async (file: File) => {

apps/marketing/src/components/(marketing)/callout.tsx

@@ -53,7 +53,7 @@ export const Callout = ({ starCount }: CalloutProps) => {
       >
         <Button variant="outline" className="rounded-full bg-transparent backdrop-blur-sm">
           <LuGithub className="mr-2 h-5 w-5" />
-          Star on GitHub
+          Star on Github
           {starCount && starCount > 0 && (
             <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs">
               {starCount.toLocaleString('en-US')}

apps/marketing/src/components/(marketing)/hero.tsx

@@ -123,7 +123,7 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           <Link href="https://github.com/documenso/documenso" onClick={() => event('view-github')}>
             <Button variant="outline" className="rounded-full bg-transparent backdrop-blur-sm">
               <LuGithub className="mr-2 h-5 w-5" />
-              Star on GitHub
+              Star on Github
             </Button>
           </Link>
         </motion.div>

apps/marketing/src/components/(marketing)/pricing-table.tsx

@@ -23,7 +23,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
 
   return (
     <div className={cn('', className)} {...props}>
-      <div className="bg-background sticky top-32 flex items-center justify-end gap-x-6 shadow-[-1px_-5px_2px_6px_hsl(var(--background))] md:top-[7.5rem] lg:static lg:justify-center">
+      <div className="flex items-center justify-center gap-x-6">
         <AnimatePresence>
           <motion.button
             key="MONTHLY"
@@ -40,7 +40,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
             {period === 'MONTHLY' && (
               <motion.div
                 layoutId={SELECTED_PLAN_BAR_LAYOUT_ID}
-                className="bg-foreground lg:bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
+                className="bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
               />
             )}
           </motion.button>
@@ -63,7 +63,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
             {period === 'YEARLY' && (
               <motion.div
                 layoutId={SELECTED_PLAN_BAR_LAYOUT_ID}
-                className="bg-foreground lg:bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
+                className="bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
               />
             )}
           </motion.button>

apps/web/next.config.js

@@ -1,5 +1,4 @@
 /* eslint-disable @typescript-eslint/no-var-requires */
-const { withAxiom } = require('next-axiom');
 const fs = require('fs');
 const path = require('path');
 const { version } = require('./package.json');
@@ -23,7 +22,7 @@ const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt'],
     serverActions: {
       bodySizeLimit: '50mb',
     },
@@ -92,4 +91,4 @@ const config = {
   },
 };
 
-module.exports = withAxiom(config);
+module.exports = config;

apps/web/package.json

@@ -25,7 +25,6 @@
     "@simplewebauthn/browser": "^9.0.1",
     "@simplewebauthn/server": "^9.0.3",
     "@tanstack/react-query": "^4.29.5",
-    "cookie-es": "^1.0.0",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
     "lucide-react": "^0.279.0",
@@ -33,7 +32,6 @@
     "micro": "^10.0.1",
     "next": "14.0.3",
     "next-auth": "4.24.5",
-    "next-axiom": "^1.1.1",
     "next-plausible": "^3.10.1",
     "next-themes": "^0.2.1",
     "perfect-freehand": "^1.2.0",
@@ -72,4 +70,4 @@
       "next": "$next"
     }
   }
-}
+}

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -1,26 +1,28 @@
 'use client';
 
-import { useEffect, useState } from 'react';
+import { useState } from 'react';
 
 import { useRouter, useSearchParams } from 'next/navigation';
 
 import {
-  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-  SKIP_QUERY_BATCH_META,
-} from '@documenso/lib/constants/trpc';
-import { DocumentStatus } from '@documenso/prisma/client';
-import type { DocumentWithDetails } from '@documenso/prisma/types/document';
+  type DocumentData,
+  type DocumentMeta,
+  type Field,
+  type Recipient,
+  type User,
+} from '@documenso/prisma/client';
+import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { AddFieldsFormPartial } from '@documenso/ui/primitives/document-flow/add-fields';
 import type { TAddFieldsFormSchema } from '@documenso/ui/primitives/document-flow/add-fields.types';
+import { AddSettingsFormPartial } from '@documenso/ui/primitives/document-flow/add-settings';
+import type { TAddSettingsFormSchema } from '@documenso/ui/primitives/document-flow/add-settings.types';
 import { AddSignersFormPartial } from '@documenso/ui/primitives/document-flow/add-signers';
 import type { TAddSignersFormSchema } from '@documenso/ui/primitives/document-flow/add-signers.types';
 import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/add-subject';
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
-import { AddTitleFormPartial } from '@documenso/ui/primitives/document-flow/add-title';
-import type { TAddTitleFormSchema } from '@documenso/ui/primitives/document-flow/add-title.types';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
@@ -31,16 +33,26 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type EditDocumentFormProps = {
   className?: string;
-  initialDocument: DocumentWithDetails;
+  user: User;
+  document: DocumentWithData;
+  recipients: Recipient[];
+  documentMeta: DocumentMeta | null;
+  fields: Field[];
+  documentData: DocumentData;
   documentRootPath: string;
 };
 
-type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
-const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
+type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
+const EditDocumentSteps: EditDocumentStep[] = ['settings', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
-  initialDocument,
+  document,
+  recipients,
+  fields,
+  documentMeta,
+  user: _user,
+  documentData,
   documentRootPath,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
@@ -49,81 +61,18 @@ export const EditDocumentForm = ({
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
 
-  const utils = trpc.useUtils();
-
-  const { data: document, refetch: refetchDocument } =
-    trpc.document.getDocumentWithDetailsById.useQuery(
-      {
-        id: initialDocument.id,
-        teamId: team?.id,
-      },
-      {
-        initialData: initialDocument,
-        ...SKIP_QUERY_BATCH_META,
-      },
-    );
-
-  const { Recipient: recipients, Field: fields } = document;
-
-  const { mutateAsync: addTitle } = trpc.document.setTitleForDocument.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.document.getDocumentWithDetailsById.setData(
-        {
-          id: initialDocument.id,
-          teamId: team?.id,
-        },
-        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
-      );
-    },
-  });
-
-  const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newFields) => {
-      utils.document.getDocumentWithDetailsById.setData(
-        {
-          id: initialDocument.id,
-          teamId: team?.id,
-        },
-        (oldData) => ({ ...(oldData || initialDocument), Field: newFields }),
-      );
-    },
-  });
-
-  const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newRecipients) => {
-      utils.document.getDocumentWithDetailsById.setData(
-        {
-          id: initialDocument.id,
-          teamId: team?.id,
-        },
-        (oldData) => ({ ...(oldData || initialDocument), Recipient: newRecipients }),
-      );
-    },
-  });
-
-  const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.document.getDocumentWithDetailsById.setData(
-        {
-          id: initialDocument.id,
-          teamId: team?.id,
-        },
-        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
-      );
-    },
-  });
-
+  const { mutateAsync: setSettingsForDocument } =
+    trpc.document.setSettingsForDocument.useMutation();
+  const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
+  const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
+  const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
   const { mutateAsync: setPasswordForDocument } =
     trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
-    title: {
-      title: 'Add Title',
-      description: 'Add the title to the document.',
+    settings: {
+      title: 'General',
+      description: 'Configure general settings for the document.',
       stepIndex: 1,
     },
     signers: {
@@ -147,8 +96,7 @@ export const EditDocumentForm = ({
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const searchParamStep = searchParams?.get('step') as EditDocumentStep | undefined;
 
-    let initialStep: EditDocumentStep =
-      document.status === DocumentStatus.DRAFT ? 'title' : 'signers';
+    let initialStep: EditDocumentStep = 'settings';
 
     if (
       searchParamStep &&
@@ -161,15 +109,25 @@ export const EditDocumentForm = ({
     return initialStep;
   });
 
-  const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
+  const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      await addTitle({
+      const { timezone, dateFormat, redirectUrl } = data.meta;
+
+      await setSettingsForDocument({
         documentId: document.id,
         teamId: team?.id,
-        title: data.title,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
       });
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('signers');
@@ -178,7 +136,7 @@ export const EditDocumentForm = ({
 
       toast({
         title: 'Error',
-        description: 'An error occurred while updating title.',
+        description: 'An error occurred while updating the general settings.',
         variant: 'destructive',
       });
     }
@@ -186,15 +144,18 @@ export const EditDocumentForm = ({
 
   const onAddSignersFormSubmit = async (data: TAddSignersFormSchema) => {
     try {
+      // Custom invocation server action
       await addSigners({
         documentId: document.id,
         teamId: team?.id,
-        signers: data.signers,
+        signers: data.signers.map((signer) => ({
+          ...signer,
+          // Explicitly set to null to indicate we want to remove auth if required.
+          actionAuth: signer.actionAuth || null,
+        })),
       });
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
-
       setStep('fields');
     } catch (err) {
       console.error(err);
@@ -209,14 +170,13 @@ export const EditDocumentForm = ({
 
   const onAddFieldsFormSubmit = async (data: TAddFieldsFormSchema) => {
     try {
+      // Custom invocation server action
       await addFields({
         documentId: document.id,
         fields: data.fields,
       });
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
-
       setStep('subject');
     } catch (err) {
       console.error(err);
@@ -230,7 +190,7 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
+    const { subject, message } = data.meta;
 
     try {
       await sendDocument({
@@ -239,9 +199,6 @@ export const EditDocumentForm = ({
         meta: {
           subject,
           message,
-          dateFormat,
-          timezone,
-          redirectUrl,
         },
       });
 
@@ -272,15 +229,6 @@ export const EditDocumentForm = ({
 
   const currentDocumentFlow = documentFlow[step];
 
-  /**
-   * Refresh the data in the background when steps change.
-   */
-  useEffect(() => {
-    void refetchDocument();
-
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [step]);
-
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -289,10 +237,10 @@ export const EditDocumentForm = ({
       >
         <CardContent className="p-2">
           <LazyPDFViewer
-            key={document.documentData.id}
-            documentData={document.documentData}
+            key={documentData.id}
+            documentData={documentData}
             document={document}
-            password={document.documentMeta?.password}
+            password={documentMeta?.password}
             onPasswordSubmit={onPasswordSubmit}
           />
         </CardContent>
@@ -307,23 +255,23 @@ export const EditDocumentForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditDocumentSteps[step - 1])}
           >
-            <AddTitleFormPartial
+            <AddSettingsFormPartial
               key={recipients.length}
-              documentFlow={documentFlow.title}
+              documentFlow={documentFlow.settings}
               document={document}
               recipients={recipients}
               fields={fields}
-              onSubmit={onAddTitleFormSubmit}
+              onSubmit={onAddSettingsFormSubmit}
             />
 
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
-              document={document}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSignersFormSubmit}
             />
+
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
@@ -331,6 +279,7 @@ export const EditDocumentForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
             />
+
             <AddSubjectFormPartial
               key={recipients.length}
               documentFlow={documentFlow.subject}

apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx

@@ -5,7 +5,9 @@ import { ChevronLeft, Users2 } from 'lucide-react';
 
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
@@ -35,13 +37,13 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
-  const document = await getDocumentWithDetailsById({
+  const document = await getDocumentById({
     id: documentId,
     userId: user.id,
     teamId: team?.id,
   }).catch(() => null);
 
-  if (!document) {
+  if (!document || !document.documentData) {
     redirect(documentRootPath);
   }
 
@@ -49,7 +51,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     redirect(`${documentRootPath}/${documentId}`);
   }
 
-  const { documentMeta, Recipient: recipients } = document;
+  const { documentData, documentMeta } = document;
 
   if (documentMeta?.password) {
     const key = DOCUMENSO_ENCRYPTION_KEY;
@@ -68,6 +70,18 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
+  const [recipients, fields] = await Promise.all([
+    getRecipientsForDocument({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }),
+    getFieldsForDocument({
+      documentId,
+      userId: user.id,
+    }),
+  ]);
+
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
@@ -95,7 +109,12 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
       <EditDocumentForm
         className="mt-8"
-        initialDocument={document}
+        document={document}
+        user={user}
+        documentMeta={documentMeta}
+        recipients={recipients}
+        fields={fields}
+        documentData={documentData}
         documentRootPath={documentRootPath}
       />
     </div>

apps/web/src/app/(dashboard)/settings/security/page.tsx

@@ -1,15 +1,15 @@
 import type { Metadata } from 'next';
 import Link from 'next/link';
 
+import { IDENTITY_PROVIDER_NAME } from '@documenso/lib/constants/auth';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 
 import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
-import { DisableAuthenticatorAppDialog } from '~/components/forms/2fa/disable-authenticator-app-dialog';
-import { EnableAuthenticatorAppDialog } from '~/components/forms/2fa/enable-authenticator-app-dialog';
-import { ViewRecoveryCodesDialog } from '~/components/forms/2fa/view-recovery-codes-dialog';
+import { AuthenticatorApp } from '~/components/forms/2fa/authenticator-app';
+import { RecoveryCodes } from '~/components/forms/2fa/recovery-codes';
 import { PasswordForm } from '~/components/forms/password';
 
 export const metadata: Metadata = {
@@ -28,70 +28,76 @@ export default async function SecuritySettingsPage() {
         subtitle="Here you can manage your password and security settings."
       />
 
-      {user.identityProvider === 'DOCUMENSO' && (
-        <>
+      {user.identityProvider === 'DOCUMENSO' ? (
+        <div>
           <PasswordForm user={user} />
 
           <hr className="border-border/50 mt-6" />
-        </>
-      )}
 
-      <Alert
-        className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
-        variant="neutral"
-      >
-        <div className="mb-4 sm:mb-0">
-          <AlertTitle>Two factor authentication</AlertTitle>
+          <Alert
+            className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+            variant="neutral"
+          >
+            <div className="mb-4 sm:mb-0">
+              <AlertTitle>Two factor authentication</AlertTitle>
 
-          <AlertDescription className="mr-4">
-            Add an authenticator to serve as a secondary authentication method{' '}
-            {user.identityProvider === 'DOCUMENSO'
-              ? 'when signing in, or when signing documents.'
-              : 'for signing documents.'}
-          </AlertDescription>
+              <AlertDescription className="mr-4">
+                Create one-time passwords that serve as a secondary authentication method for
+                confirming your identity when requested during the sign-in process.
+              </AlertDescription>
+            </div>
+
+            <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
+          </Alert>
+
+          {isPasskeyEnabled && (
+            <Alert
+              className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Passkeys</AlertTitle>
+
+                <AlertDescription className="mr-4">
+                  Allows authenticating using biometrics, password managers, hardware keys, etc.
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline" className="bg-background">
+                <Link href="/settings/security/passkeys">Manage passkeys</Link>
+              </Button>
+            </Alert>
+          )}
+
+          {user.twoFactorEnabled && (
+            <Alert
+              className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Recovery codes</AlertTitle>
+
+                <AlertDescription className="mr-4">
+                  Two factor authentication recovery codes are used to access your account in the
+                  event that you lose access to your authenticator app.
+                </AlertDescription>
+              </div>
+
+              <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+            </Alert>
+          )}
         </div>
+      ) : (
+        <Alert className="p-6" variant="neutral">
+          <AlertTitle>
+            Your account is managed by {IDENTITY_PROVIDER_NAME[user.identityProvider]}
+          </AlertTitle>
 
-        {user.twoFactorEnabled ? (
-          <DisableAuthenticatorAppDialog />
-        ) : (
-          <EnableAuthenticatorAppDialog />
-        )}
-      </Alert>
-
-      {user.twoFactorEnabled && (
-        <Alert
-          className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
-          variant="neutral"
-        >
-          <div className="mb-4 sm:mb-0">
-            <AlertTitle>Recovery codes</AlertTitle>
-
-            <AlertDescription className="mr-4">
-              Two factor authentication recovery codes are used to access your account in the event
-              that you lose access to your authenticator app.
-            </AlertDescription>
-          </div>
-
-          <ViewRecoveryCodesDialog />
-        </Alert>
-      )}
-
-      {isPasskeyEnabled && (
-        <Alert
-          className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
-          variant="neutral"
-        >
-          <div className="mb-4 sm:mb-0">
-            <AlertTitle>Passkeys</AlertTitle>
-
-            <AlertDescription className="mr-4">
-              Allows authenticating using biometrics, password managers, hardware keys, etc.
-            </AlertDescription>
-          </div>
-
-          <Button asChild variant="outline" className="bg-background">
-            <Link href="/settings/security/passkeys">Manage passkeys</Link>
-          </Button>
+          <AlertDescription>
+            To update your password, enable two-factor authentication, and manage other security
+            settings, please go to your {IDENTITY_PROVIDER_NAME[user.identityProvider]} account
+            settings.
+          </AlertDescription>
         </Alert>
       )}
 

apps/web/src/app/(dashboard)/settings/security/passkeys/create-passkey-dialog.tsx

@@ -38,6 +38,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type CreatePasskeyDialogProps = {
   trigger?: React.ReactNode;
+  onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
@@ -48,7 +49,7 @@ type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
 
 const parser = new UAParser();
 
-export const CreatePasskeyDialog = ({ trigger, ...props }: CreatePasskeyDialogProps) => {
+export const CreatePasskeyDialog = ({ trigger, onSuccess, ...props }: CreatePasskeyDialogProps) => {
   const [open, setOpen] = useState(false);
   const [formError, setFormError] = useState<string | null>(null);
 
@@ -84,6 +85,7 @@ export const CreatePasskeyDialog = ({ trigger, ...props }: CreatePasskeyDialogPr
         duration: 5000,
       });
 
+      onSuccess?.();
       setOpen(false);
     } catch (err) {
       if (err.name === 'NotAllowedError') {

apps/web/src/app/(dashboard)/settings/security/passkeys/user-passkeys-data-table-actions.tsx

@@ -172,27 +172,29 @@ export const UserPasskeysDataTableActions = ({
             </DialogDescription>
           </DialogHeader>
 
-          <fieldset disabled={isDeletingPasskey}>
-            <DialogFooter>
-              <DialogClose asChild>
-                <Button type="button" variant="secondary">
-                  Cancel
-                </Button>
-              </DialogClose>
+          <form
+            onSubmit={(e) => {
+              e.preventDefault();
 
-              <Button
-                onClick={async () =>
-                  deletePasskey({
-                    passkeyId,
-                  })
-                }
-                variant="destructive"
-                loading={isDeletingPasskey}
-              >
-                Delete
-              </Button>
-            </DialogFooter>
-          </fieldset>
+              void deletePasskey({
+                passkeyId,
+              });
+            }}
+          >
+            <fieldset className="flex h-full flex-col space-y-4" disabled={isDeletingPasskey}>
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                <Button type="submit" variant="destructive" loading={isDeletingPasskey}>
+                  Delete
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
         </DialogContent>
       </Dialog>
     </div>

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -6,7 +6,9 @@ import { getServerSession } from 'next-auth';
 import { match } from 'ts-pattern';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
@@ -17,6 +19,7 @@ import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
+import { SigningAuthPageView } from '../signing-auth-page';
 import { DocumentPreviewButton } from './document-preview-button';
 
 export type CompletedSigningPageProps = {
@@ -32,8 +35,11 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const { user } = await getServerComponentSession();
+
   const document = await getDocumentAndSenderByToken({
     token,
+    requireAccessAuth: false,
   }).catch(() => null);
 
   if (!document || !document.documentData) {
@@ -53,6 +59,17 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const isDocumentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    document,
+    recipient,
+    userId: user?.id,
+  });
+
+  if (!isDocumentAccessValid) {
+    return <SigningAuthPageView email={recipient.email} />;
+  }
+
   const signatures = await getRecipientSignatures({ recipientId: recipient.id });
 
   const recipientName =

apps/web/src/app/(signing)/sign/[token]/date-field.tsx

@@ -11,7 +11,8 @@ import {
   convertToLocalSystemFormat,
 } from '@documenso/lib/constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
-import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -39,12 +40,12 @@ export const DateField = ({
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+    trpc.field.signFieldWithToken.useMutation();
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+  } = trpc.field.removeSignedFieldWithToken.useMutation();
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
@@ -54,16 +55,23 @@ export const DateField = ({
 
   const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
 
-  const onSign = async () => {
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
         value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+        authOptions,
       });
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({

apps/web/src/app/(signing)/sign/[token]/document-action-auth-2fa.tsx

@@ -0,0 +1,161 @@
+import { useEffect, useState } from 'react';
+
+import Link from 'next/link';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { RecipientRole } from '@documenso/prisma/client';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuth2FAProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const Z2FAAuthFormSchema = z.object({
+  token: z
+    .string()
+    .min(4, { message: 'Token must at least 4 characters long' })
+    .max(10, { message: 'Token must be at most 10 characters long' }),
+});
+
+type T2FAAuthFormSchema = z.infer<typeof Z2FAAuthFormSchema>;
+
+export const DocumentActionAuth2FA = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentActionAuth2FAProps) => {
+  const { recipient, user, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } =
+    useRequiredDocumentAuthContext();
+
+  const form = useForm<T2FAAuthFormSchema>({
+    resolver: zodResolver(Z2FAAuthFormSchema),
+    defaultValues: {
+      token: '',
+    },
+  });
+
+  const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
+
+  const onFormSubmit = async ({ token }: T2FAAuthFormSchema) => {
+    try {
+      setIsCurrentlyAuthenticating(true);
+
+      await onReauthFormSubmit({
+        type: DocumentAuth['2FA'],
+        token,
+      });
+
+      setIsCurrentlyAuthenticating(false);
+
+      onOpenChange(false);
+    } catch (err) {
+      setIsCurrentlyAuthenticating(false);
+
+      const error = AppError.parseError(err);
+      setFormErrorCode(error.code);
+
+      // Todo: Alert.
+    }
+  };
+
+  useEffect(() => {
+    form.reset({
+      token: '',
+    });
+
+    setFormErrorCode(null);
+  }, [open, form]);
+
+  if (!user?.twoFactorEnabled) {
+    return (
+      <div className="space-y-4">
+        <Alert variant="warning">
+          <AlertDescription>
+            {recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT'
+              ? 'You need to setup 2FA to mark this document as viewed.'
+              : `You need to setup 2FA to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`}
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Close
+          </Button>
+
+          <Button type="button" asChild>
+            <Link href="/settings/security">Setup 2FA</Link>
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            <FormField
+              control={form.control}
+              name="token"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>2FA token</FormLabel>
+
+                  <FormControl>
+                    <Input {...field} placeholder="Token" />
+                  </FormControl>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {formErrorCode && (
+              <Alert variant="destructive">
+                <AlertTitle>Unauthorized</AlertTitle>
+                <AlertDescription>
+                  We were unable to verify your details. Please try again or contact support
+                </AlertDescription>
+              </Alert>
+            )}
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+
+              <Button type="submit" loading={isCurrentlyAuthenticating}>
+                Sign
+              </Button>
+            </DialogFooter>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-action-auth-account.tsx

@@ -0,0 +1,83 @@
+import { useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { signOut } from 'next-auth/react';
+
+import { RecipientRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthAccountProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  onOpenChange: (value: boolean) => void;
+};
+
+export const DocumentActionAuthAccount = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onOpenChange,
+}: DocumentActionAuthAccountProps) => {
+  const { recipient } = useRequiredDocumentAuthContext();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const { mutateAsync: encryptSecondaryData } = trpc.crypto.encryptSecondaryData.useMutation();
+
+  const handleChangeAccount = async (email: string) => {
+    try {
+      setIsSigningOut(true);
+
+      const encryptedEmail = await encryptSecondaryData({
+        data: email,
+        expiresAt: DateTime.now().plus({ days: 1 }).toMillis(),
+      });
+
+      await signOut({
+        callbackUrl: `/signin?email=${encodeURIComponent(encryptedEmail)}`,
+      });
+    } catch {
+      setIsSigningOut(false);
+
+      // Todo: Alert.
+    }
+  };
+
+  return (
+    <fieldset disabled={isSigningOut} className="space-y-4">
+      <Alert>
+        <AlertDescription>
+          {actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
+            <span>
+              To mark this document as viewed, you need to be logged in as{' '}
+              <strong>{recipient.email}</strong>
+            </span>
+          ) : (
+            <span>
+              To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be logged
+              in as <strong>{recipient.email}</strong>
+            </span>
+          )}
+        </AlertDescription>
+      </Alert>
+
+      <DialogFooter>
+        <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+          Cancel
+        </Button>
+
+        <Button
+          type="submit"
+          onClick={async () => handleChangeAccount(recipient.email)}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </DialogFooter>
+    </fieldset>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-action-auth-dialog.tsx

@@ -0,0 +1,120 @@
+import { useMemo } from 'react';
+
+import { P, match } from 'ts-pattern';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import {
+  DocumentAuth,
+  type TRecipientActionAuth,
+  type TRecipientActionAuthTypes,
+} from '@documenso/lib/types/document-auth';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { DocumentActionAuth2FA } from './document-action-auth-2fa';
+import { DocumentActionAuthAccount } from './document-action-auth-account';
+import { DocumentActionAuthPasskey } from './document-action-auth-passkey';
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthDialogProps = {
+  title?: string;
+  documentAuthType: TRecipientActionAuthTypes;
+  description?: string;
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+
+  /**
+   * The callback to run when the reauth form is filled out.
+   */
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+export const DocumentActionAuthDialog = ({
+  title,
+  description,
+  documentAuthType,
+  actionTarget = 'FIELD',
+  open,
+  onOpenChange,
+  onReauthFormSubmit,
+}: DocumentActionAuthDialogProps) => {
+  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentAuthContext();
+
+  const handleOnOpenChange = (value: boolean) => {
+    if (isCurrentlyAuthenticating) {
+      return;
+    }
+
+    onOpenChange(value);
+  };
+
+  const actionVerb =
+    actionTarget === 'DOCUMENT' ? RECIPIENT_ROLES_DESCRIPTION[recipient.role].actionVerb : 'Sign';
+
+  const defaultTitleDescription = useMemo(() => {
+    if (recipient.role === 'VIEWER' && actionTarget === 'DOCUMENT') {
+      return {
+        title: 'Mark document as viewed',
+        description: 'Reauthentication is required to mark this document as viewed.',
+      };
+    }
+
+    return {
+      title: `${actionVerb} ${actionTarget.toLowerCase()}`,
+      description: `Reauthentication is required to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}`,
+    };
+  }, [recipient.role, actionVerb, actionTarget]);
+
+  return (
+    <Dialog open={open} onOpenChange={handleOnOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{title || defaultTitleDescription.title}</DialogTitle>
+
+          <DialogDescription>
+            {description || defaultTitleDescription.description}
+          </DialogDescription>
+        </DialogHeader>
+
+        {match({ documentAuthType, user })
+          .with(
+            { documentAuthType: DocumentAuth.ACCOUNT },
+            { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auths requires them to be logged in.
+            () => (
+              <DocumentActionAuthAccount
+                actionVerb={actionVerb}
+                actionTarget={actionTarget}
+                onOpenChange={onOpenChange}
+              />
+            ),
+          )
+          .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (
+            <DocumentActionAuthPasskey
+              actionTarget={actionTarget}
+              actionVerb={actionVerb}
+              open={open}
+              onOpenChange={onOpenChange}
+              onReauthFormSubmit={onReauthFormSubmit}
+            />
+          ))
+          .with({ documentAuthType: DocumentAuth['2FA'] }, () => (
+            <DocumentActionAuth2FA
+              actionTarget={actionTarget}
+              actionVerb={actionVerb}
+              open={open}
+              onOpenChange={onOpenChange}
+              onReauthFormSubmit={onReauthFormSubmit}
+            />
+          ))
+          .with({ documentAuthType: DocumentAuth.EXPLICIT_NONE }, () => null)
+          .exhaustive()}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-action-auth-passkey.tsx

@@ -0,0 +1,255 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { browserSupportsWebAuthn, startAuthentication } from '@simplewebauthn/browser';
+import { Loader } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { RecipientRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+import { CreatePasskeyDialog } from '~/app/(dashboard)/settings/security/passkeys/create-passkey-dialog';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthPasskeyProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const ZPasskeyAuthFormSchema = z.object({
+  passkeyId: z.string(),
+});
+
+type TPasskeyAuthFormSchema = z.infer<typeof ZPasskeyAuthFormSchema>;
+
+export const DocumentActionAuthPasskey = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentActionAuthPasskeyProps) => {
+  const {
+    recipient,
+    passkeyData,
+    preferredPasskeyId,
+    setPreferredPasskeyId,
+    isCurrentlyAuthenticating,
+    setIsCurrentlyAuthenticating,
+    refetchPasskeys,
+  } = useRequiredDocumentAuthContext();
+
+  const form = useForm<TPasskeyAuthFormSchema>({
+    resolver: zodResolver(ZPasskeyAuthFormSchema),
+    defaultValues: {
+      passkeyId: preferredPasskeyId || '',
+    },
+  });
+
+  const { mutateAsync: createPasskeyAuthenticationOptions } =
+    trpc.auth.createPasskeyAuthenticationOptions.useMutation();
+
+  const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
+
+  const onFormSubmit = async ({ passkeyId }: TPasskeyAuthFormSchema) => {
+    try {
+      setPreferredPasskeyId(passkeyId);
+      setIsCurrentlyAuthenticating(true);
+
+      const { options, tokenReference } = await createPasskeyAuthenticationOptions({
+        preferredPasskeyId: passkeyId,
+      });
+
+      const authenticationResponse = await startAuthentication(options);
+
+      await onReauthFormSubmit({
+        type: DocumentAuth.PASSKEY,
+        authenticationResponse,
+        tokenReference,
+      });
+
+      setIsCurrentlyAuthenticating(false);
+
+      onOpenChange(false);
+    } catch (err) {
+      setIsCurrentlyAuthenticating(false);
+
+      if (err.name === 'NotAllowedError') {
+        return;
+      }
+
+      const error = AppError.parseError(err);
+      setFormErrorCode(error.code);
+
+      // Todo: Alert.
+    }
+  };
+
+  useEffect(() => {
+    form.reset({
+      passkeyId: preferredPasskeyId || '',
+    });
+
+    setFormErrorCode(null);
+  }, [open, form, preferredPasskeyId]);
+
+  if (!browserSupportsWebAuthn()) {
+    return (
+      <div className="space-y-4">
+        <Alert variant="warning">
+          <AlertDescription>
+            Your browser does not support passkeys, which is required to {actionVerb.toLowerCase()}{' '}
+            this {actionTarget.toLowerCase()}.
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Close
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  if (
+    passkeyData.isInitialLoading ||
+    (passkeyData.isRefetching && passkeyData.passkeys.length === 0)
+  ) {
+    return (
+      <div className="flex h-28 items-center justify-center">
+        <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+      </div>
+    );
+  }
+
+  if (passkeyData.isError) {
+    return (
+      <div className="h-28 space-y-4">
+        <Alert variant="destructive">
+          <AlertDescription>Something went wrong while loading your passkeys.</AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+
+          <Button type="button" onClick={() => void refetchPasskeys()}>
+            Retry
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  if (passkeyData.passkeys.length === 0) {
+    return (
+      <div className="space-y-4">
+        <Alert>
+          <AlertDescription>
+            {recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT'
+              ? 'You need to setup a passkey to mark this document as viewed.'
+              : `You need to setup a passkey to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`}
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+
+          <CreatePasskeyDialog
+            onSuccess={async () => refetchPasskeys()}
+            trigger={<Button>Setup</Button>}
+          />
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            <FormField
+              control={form.control}
+              name="passkeyId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>Passkey</FormLabel>
+
+                  <FormControl>
+                    <Select {...field} onValueChange={field.onChange}>
+                      <SelectTrigger className="bg-background text-muted-foreground">
+                        <SelectValue
+                          data-testid="documentAccessSelectValue"
+                          placeholder="Select passkey"
+                        />
+                      </SelectTrigger>
+
+                      <SelectContent position="popper">
+                        {passkeyData.passkeys.map((passkey) => (
+                          <SelectItem key={passkey.id} value={passkey.id}>
+                            {passkey.name}
+                          </SelectItem>
+                        ))}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {formErrorCode && (
+              <Alert variant="destructive">
+                <AlertTitle>Unauthorized</AlertTitle>
+                <AlertDescription>
+                  We were unable to verify your details. Please try again or contact support
+                </AlertDescription>
+              </Alert>
+            )}
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+
+              <Button type="submit" loading={isCurrentlyAuthenticating}>
+                Sign
+              </Button>
+            </DialogFooter>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-auth-provider.tsx

@@ -0,0 +1,223 @@
+'use client';
+
+import { createContext, useContext, useEffect, useMemo, useState } from 'react';
+
+import { match } from 'ts-pattern';
+
+import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
+import type {
+  TDocumentAuthOptions,
+  TRecipientAccessAuthTypes,
+  TRecipientActionAuthTypes,
+  TRecipientAuthOptions,
+} from '@documenso/lib/types/document-auth';
+import { DocumentAuth } from '@documenso/lib/types/document-auth';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import type { Document, Passkey, Recipient, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+
+import type { DocumentActionAuthDialogProps } from './document-action-auth-dialog';
+import { DocumentActionAuthDialog } from './document-action-auth-dialog';
+
+type PasskeyData = {
+  passkeys: Omit<Passkey, 'credentialId' | 'credentialPublicKey'>[];
+  isInitialLoading: boolean;
+  isRefetching: boolean;
+  isError: boolean;
+};
+
+export type DocumentAuthContextValue = {
+  executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
+  document: Document;
+  documentAuthOption: TDocumentAuthOptions;
+  setDocument: (_value: Document) => void;
+  recipient: Recipient;
+  recipientAuthOption: TRecipientAuthOptions;
+  setRecipient: (_value: Recipient) => void;
+  derivedRecipientAccessAuth: TRecipientAccessAuthTypes | null;
+  derivedRecipientActionAuth: TRecipientActionAuthTypes | null;
+  isAuthRedirectRequired: boolean;
+  isCurrentlyAuthenticating: boolean;
+  setIsCurrentlyAuthenticating: (_value: boolean) => void;
+  passkeyData: PasskeyData;
+  preferredPasskeyId: string | null;
+  setPreferredPasskeyId: (_value: string | null) => void;
+  user?: User | null;
+  refetchPasskeys: () => Promise<void>;
+};
+
+const DocumentAuthContext = createContext<DocumentAuthContextValue | null>(null);
+
+export const useDocumentAuthContext = () => {
+  return useContext(DocumentAuthContext);
+};
+
+export const useRequiredDocumentAuthContext = () => {
+  const context = useDocumentAuthContext();
+
+  if (!context) {
+    throw new Error('Document auth context is required');
+  }
+
+  return context;
+};
+
+export interface DocumentAuthProviderProps {
+  document: Document;
+  recipient: Recipient;
+  user?: User | null;
+  children: React.ReactNode;
+}
+
+export const DocumentAuthProvider = ({
+  document: initialDocument,
+  recipient: initialRecipient,
+  user,
+  children,
+}: DocumentAuthProviderProps) => {
+  const [document, setDocument] = useState(initialDocument);
+  const [recipient, setRecipient] = useState(initialRecipient);
+
+  const [isCurrentlyAuthenticating, setIsCurrentlyAuthenticating] = useState(false);
+  const [preferredPasskeyId, setPreferredPasskeyId] = useState<string | null>(null);
+
+  const {
+    documentAuthOption,
+    recipientAuthOption,
+    derivedRecipientAccessAuth,
+    derivedRecipientActionAuth,
+  } = useMemo(
+    () =>
+      extractDocumentAuthMethods({
+        documentAuth: document.authOptions,
+        recipientAuth: recipient.authOptions,
+      }),
+    [document, recipient],
+  );
+
+  const passkeyQuery = trpc.auth.findPasskeys.useQuery(
+    {
+      perPage: MAXIMUM_PASSKEYS,
+    },
+    {
+      keepPreviousData: true,
+      enabled: derivedRecipientActionAuth === DocumentAuth.PASSKEY,
+    },
+  );
+
+  const passkeyData: PasskeyData = {
+    passkeys: passkeyQuery.data?.data || [],
+    isInitialLoading: passkeyQuery.isInitialLoading,
+    isRefetching: passkeyQuery.isRefetching,
+    isError: passkeyQuery.isError,
+  };
+
+  const [documentAuthDialogPayload, setDocumentAuthDialogPayload] =
+    useState<ExecuteActionAuthProcedureOptions | null>(null);
+
+  /**
+   * The pre calculated auth payload if the current user is authenticated correctly
+   * for the `derivedRecipientActionAuth`.
+   *
+   * Will be `null` if the user still requires authentication, or if they don't need
+   * authentication.
+   */
+  const preCalculatedActionAuthOptions = match(derivedRecipientActionAuth)
+    .with(DocumentAuth.ACCOUNT, () => {
+      if (recipient.email !== user?.email) {
+        return null;
+      }
+
+      return {
+        type: DocumentAuth.ACCOUNT,
+      };
+    })
+    .with(DocumentAuth.EXPLICIT_NONE, () => ({
+      type: DocumentAuth.EXPLICIT_NONE,
+    }))
+    .with(DocumentAuth.PASSKEY, DocumentAuth['2FA'], null, () => null)
+    .exhaustive();
+
+  const executeActionAuthProcedure = async (options: ExecuteActionAuthProcedureOptions) => {
+    // Directly run callback if no auth required.
+    if (!derivedRecipientActionAuth) {
+      await options.onReauthFormSubmit();
+      return;
+    }
+
+    // Run callback with precalculated auth options if available.
+    if (preCalculatedActionAuthOptions) {
+      setDocumentAuthDialogPayload(null);
+      await options.onReauthFormSubmit(preCalculatedActionAuthOptions);
+      return;
+    }
+
+    // Request the required auth from the user.
+    setDocumentAuthDialogPayload({
+      ...options,
+    });
+  };
+
+  useEffect(() => {
+    const { passkeys } = passkeyData;
+
+    if (!preferredPasskeyId && passkeys.length > 0) {
+      setPreferredPasskeyId(passkeys[0].id);
+    }
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [passkeyData.passkeys]);
+
+  const isAuthRedirectRequired = Boolean(
+    DOCUMENT_AUTH_TYPES[derivedRecipientActionAuth || '']?.isAuthRedirectRequired &&
+      !preCalculatedActionAuthOptions,
+  );
+
+  const refetchPasskeys = async () => {
+    await passkeyQuery.refetch();
+  };
+
+  return (
+    <DocumentAuthContext.Provider
+      value={{
+        user,
+        document,
+        setDocument,
+        executeActionAuthProcedure,
+        recipient,
+        setRecipient,
+        documentAuthOption,
+        recipientAuthOption,
+        derivedRecipientAccessAuth,
+        derivedRecipientActionAuth,
+        isAuthRedirectRequired,
+        isCurrentlyAuthenticating,
+        setIsCurrentlyAuthenticating,
+        passkeyData,
+        preferredPasskeyId,
+        setPreferredPasskeyId,
+        refetchPasskeys,
+      }}
+    >
+      {children}
+
+      {documentAuthDialogPayload && derivedRecipientActionAuth && (
+        <DocumentActionAuthDialog
+          open={true}
+          onOpenChange={() => setDocumentAuthDialogPayload(null)}
+          onReauthFormSubmit={documentAuthDialogPayload.onReauthFormSubmit}
+          actionTarget={documentAuthDialogPayload.actionTarget}
+          documentAuthType={derivedRecipientActionAuth}
+        />
+      )}
+    </DocumentAuthContext.Provider>
+  );
+};
+
+type ExecuteActionAuthProcedureOptions = Omit<
+  DocumentActionAuthDialogProps,
+  'open' | 'onOpenChange' | 'documentAuthType' | 'recipientRole'
+>;
+
+DocumentAuthProvider.displayName = 'DocumentAuthProvider';

apps/web/src/app/(signing)/sign/[token]/email-field.tsx

@@ -6,7 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -30,26 +31,33 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+    trpc.field.signFieldWithToken.useMutation();
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+  } = trpc.field.removeSignedFieldWithToken.useMutation();
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
-  const onSign = async () => {
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
         value: providedEmail ?? '',
         isBase64: false,
+        authOptions,
       });
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -8,6 +8,7 @@ import { useSession } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import { type Document, type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -19,6 +20,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SignDialog } from './sign-dialog';
 
@@ -35,6 +37,7 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
@@ -64,9 +67,17 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
       return;
     }
 
+    await executeActionAuthProcedure({
+      onReauthFormSubmit: completeDocument,
+      actionTarget: 'DOCUMENT',
+    });
+  };
+
+  const completeDocument = async (authOptions?: TRecipientActionAuth) => {
     await completeDocumentWithToken({
       token: recipient.token,
       documentId: document.id,
+      authOptions,
     });
 
     analytics.capture('App: Recipient has completed signing', {

apps/web/src/app/(signing)/sign/[token]/name-field.tsx

@@ -6,7 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -16,6 +17,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SigningFieldContainer } from './signing-field-container';
 
@@ -32,24 +34,49 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   const { fullName: providedFullName, setFullName: setProvidedFullName } =
     useRequiredSigningContext();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+    trpc.field.signFieldWithToken.useMutation();
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+  } = trpc.field.removeSignedFieldWithToken.useMutation();
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
   const [showFullNameModal, setShowFullNameModal] = useState(false);
   const [localFullName, setLocalFullName] = useState('');
 
-  const onSign = async (source: 'local' | 'provider' = 'provider') => {
+  const onPreSign = () => {
+    if (!providedFullName) {
+      setShowFullNameModal(true);
+      return false;
+    }
+
+    return true;
+  };
+
+  /**
+   * When the user clicks the sign button in the dialog where they enter their full name.
+   */
+  const onDialogSignClick = () => {
+    setShowFullNameModal(false);
+    setProvidedFullName(localFullName);
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions, localFullName),
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, name?: string) => {
     try {
-      if (!providedFullName && !localFullName) {
+      const value = name || providedFullName;
+
+      if (!value) {
         setShowFullNameModal(true);
         return;
       }
@@ -57,18 +84,19 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: source === 'local' && localFullName ? localFullName : providedFullName ?? '',
+        value,
         isBase64: false,
+        authOptions,
       });
 
-      if (source === 'local' && !providedFullName) {
-        setProvidedFullName(localFullName);
-      }
-
-      setLocalFullName('');
-
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -99,7 +127,13 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Name"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -148,10 +182,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localFullName}
-                onClick={() => {
-                  setShowFullNameModal(false);
-                  void onSign('local');
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Sign
               </Button>

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -1,35 +1,24 @@
 import { headers } from 'next/headers';
 import { notFound, redirect } from 'next/navigation';
 
-import { match } from 'ts-pattern';
-
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
-import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
-import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { extractNextHeaderRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import { ElementVisible } from '@documenso/ui/primitives/element-visible';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
-import { truncateTitle } from '~/helpers/truncate-title';
-
-import { DateField } from './date-field';
-import { EmailField } from './email-field';
-import { SigningForm } from './form';
-import { NameField } from './name-field';
+import { DocumentAuthProvider } from './document-auth-provider';
 import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
-import { SignatureField } from './signature-field';
-import { TextField } from './text-field';
+import { SigningAuthPageView } from './signing-auth-page';
+import { SigningPageView } from './signing-page-view';
 
 export type SigningPageProps = {
   params: {
@@ -42,6 +31,8 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     return notFound();
   }
 
+  const { user } = await getServerComponentSession();
+
   const requestHeaders = Object.fromEntries(headers().entries());
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
@@ -49,21 +40,40 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
   const [document, fields, recipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
+      userId: user?.id,
+      requireAccessAuth: false,
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
-    viewedDocument({ token, requestMetadata }).catch(() => null),
   ]);
 
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
-  const truncatedTitle = truncateTitle(document.title);
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
 
-  const { documentData, documentMeta } = document;
+  const isDocumentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    document,
+    recipient,
+    userId: user?.id,
+  });
 
-  const { user } = await getServerComponentSession();
+  if (!isDocumentAccessValid) {
+    return <SigningAuthPageView email={recipient.email} />;
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  }).catch(() => null);
+
+  const { documentMeta } = document;
 
   if (
     document.status === DocumentStatus.COMPLETED ||
@@ -109,73 +119,9 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       fullName={user?.email === recipient.email ? user.name : recipient.name}
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
-      <div className="mx-auto w-full max-w-screen-xl">
-        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {truncatedTitle}
-        </h1>
-
-        <div className="mt-2.5 flex items-center gap-x-6">
-          <p className="text-muted-foreground">
-            {document.User.name} ({document.User.email}) has invited you to{' '}
-            {recipient.role === RecipientRole.VIEWER && 'view'}
-            {recipient.role === RecipientRole.SIGNER && 'sign'}
-            {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
-          </p>
-        </div>
-
-        <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-          <Card
-            className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-            gradient
-          >
-            <CardContent className="p-2">
-              <LazyPDFViewer
-                key={documentData.id}
-                documentData={documentData}
-                document={document}
-                password={documentMeta?.password}
-              />
-            </CardContent>
-          </Card>
-
-          <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-            <SigningForm
-              document={document}
-              recipient={recipient}
-              fields={fields}
-              redirectUrl={documentMeta?.redirectUrl}
-            />
-          </div>
-        </div>
-
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-          {fields.map((field) =>
-            match(field.type)
-              .with(FieldType.SIGNATURE, () => (
-                <SignatureField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.NAME, () => (
-                <NameField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.DATE, () => (
-                <DateField
-                  key={field.id}
-                  field={field}
-                  recipient={recipient}
-                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
-                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
-                />
-              ))
-              .with(FieldType.EMAIL, () => (
-                <EmailField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.TEXT, () => (
-                <TextField key={field.id} field={field} recipient={recipient} />
-              ))
-              .otherwise(() => null),
-          )}
-        </ElementVisible>
-      </div>
+      <DocumentAuthProvider document={document} recipient={recipient} user={user}>
+        <SigningPageView recipient={recipient} document={document} fields={fields} />
+      </DocumentAuthProvider>
     </SigningProvider>
   );
 }

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -12,6 +12,8 @@ import {
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
@@ -29,12 +31,34 @@ export const SignDialog = ({
   onSignatureComplete,
   role,
 }: SignDialogProps) => {
+  const { executeActionAuthProcedure, isAuthRedirectRequired, isCurrentlyAuthenticating } =
+    useRequiredDocumentAuthContext();
+
   const [showDialog, setShowDialog] = useState(false);
   const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
+  const handleOpenChange = async (open: boolean) => {
+    if (isSubmitting || !isComplete) {
+      return;
+    }
+
+    if (isAuthRedirectRequired) {
+      await executeActionAuthProcedure({
+        actionTarget: 'DOCUMENT',
+        onReauthFormSubmit: () => {
+          // Do nothing since the user should be redirected.
+        },
+      });
+
+      return;
+    }
+
+    setShowDialog(open);
+  };
+
   return (
-    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog} onOpenChange={handleOpenChange}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
@@ -80,7 +104,7 @@ export const SignDialog = ({
               type="button"
               className="flex-1"
               disabled={!isComplete}
-              loading={isSubmitting}
+              loading={isSubmitting || isCurrentlyAuthenticating}
               onClick={onSignatureComplete}
             >
               {role === RecipientRole.VIEWER && 'Mark as Viewed'}

apps/web/src/app/(signing)/sign/[token]/signature-field.tsx

@@ -1,12 +1,13 @@
 'use client';
 
-import { useEffect, useMemo, useState, useTransition } from 'react';
+import { useMemo, useState, useTransition } from 'react';
 
 import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -16,6 +17,7 @@ import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SigningFieldContainer } from './signing-field-container';
 
@@ -30,18 +32,21 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
+
   const { signature: providedSignature, setSignature: setProvidedSignature } =
     useRequiredSigningContext();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+    trpc.field.signFieldWithToken.useMutation();
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+  } = trpc.field.removeSignedFieldWithToken.useMutation();
 
   const { Signature: signature } = field;
 
@@ -49,7 +54,6 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
 
   const [showSignatureModal, setShowSignatureModal] = useState(false);
   const [localSignature, setLocalSignature] = useState<string | null>(null);
-  const [isLocalSignatureSet, setIsLocalSignatureSet] = useState(false);
 
   const state = useMemo<SignatureFieldState>(() => {
     if (!field.inserted) {
@@ -63,23 +67,37 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
     return 'signed-text';
   }, [field.inserted, signature?.signatureImageAsBase64]);
 
-  useEffect(() => {
-    if (!showSignatureModal && !isLocalSignatureSet) {
-      setLocalSignature(null);
+  const onPreSign = () => {
+    if (!providedSignature) {
+      setShowSignatureModal(true);
+      return false;
     }
-  }, [showSignatureModal, isLocalSignatureSet]);
 
-  const onSign = async (source: 'local' | 'provider' = 'provider') => {
+    return true;
+  };
+
+  /**
+   * When the user clicks the sign button in the dialog where they enter their signature.
+   */
+  const onDialogSignClick = () => {
+    setShowSignatureModal(false);
+    setProvidedSignature(localSignature);
+
+    if (!localSignature) {
+      return;
+    }
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions, localSignature),
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, signature?: string) => {
     try {
-      if (!providedSignature && !localSignature) {
-        setIsLocalSignatureSet(false);
-        setShowSignatureModal(true);
-        return;
-      }
-
-      const value = source === 'local' && localSignature ? localSignature : providedSignature ?? '';
+      const value = signature || providedSignature;
 
       if (!value) {
+        setShowSignatureModal(true);
         return;
       }
 
@@ -88,16 +106,17 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
         fieldId: field.id,
         value,
         isBase64: true,
+        authOptions,
       });
 
-      if (source === 'local' && !providedSignature) {
-        setProvidedSignature(localSignature);
-      }
-
-      setLocalSignature(null);
-
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -128,7 +147,13 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Signature"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -191,11 +216,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localSignature}
-                onClick={() => {
-                  setShowSignatureModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign('local');
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Sign
               </Button>

apps/web/src/app/(signing)/sign/[token]/signing-auth-page.tsx

@@ -0,0 +1,67 @@
+'use client';
+
+import { useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { signOut } from 'next-auth/react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type SigningAuthPageViewProps = {
+  email: string;
+};
+
+export const SigningAuthPageView = ({ email }: SigningAuthPageViewProps) => {
+  const { toast } = useToast();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const { mutateAsync: encryptSecondaryData } = trpc.crypto.encryptSecondaryData.useMutation();
+
+  const handleChangeAccount = async (email: string) => {
+    try {
+      setIsSigningOut(true);
+
+      const encryptedEmail = await encryptSecondaryData({
+        data: email,
+        expiresAt: DateTime.now().plus({ days: 1 }).toMillis(),
+      });
+
+      await signOut({
+        callbackUrl: `/signin?email=${encodeURIComponent(encryptedEmail)}`,
+      });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to log you out at this time.',
+        duration: 10000,
+        variant: 'destructive',
+      });
+    }
+
+    setIsSigningOut(false);
+  };
+
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <h1 className="text-3xl font-semibold">Authentication required</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          You need to be logged in as <strong>{email}</strong> to view this page.
+        </p>
+
+        <Button
+          className="mt-4 w-full"
+          type="submit"
+          onClick={async () => handleChangeAccount(email)}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -2,15 +2,37 @@
 
 import React from 'react';
 
+import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
 export type SignatureFieldProps = {
   field: FieldWithSignature;
   loading?: boolean;
   children: React.ReactNode;
-  onSign?: () => Promise<void> | void;
+
+  /**
+   * A function that is called before the field requires to be signed, or reauthed.
+   *
+   * Example, you may want to show a dialog prior to signing where they can enter a value.
+   *
+   * Once that action is complete, you will need to call `executeActionAuthProcedure` to proceed
+   * regardless if it requires reauth or not.
+   *
+   * If the function returns true, we will proceed with the signing process. Otherwise if
+   * false is returned we will not proceed.
+   */
+  onPreSign?: () => Promise<boolean> | boolean;
+
+  /**
+   * The function required to be executed to insert the field.
+   *
+   * The auth values will be passed in if available.
+   */
+  onSign?: (documentAuthValue?: TRecipientActionAuth) => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
   type?: 'Date' | 'Email' | 'Name' | 'Signature';
   tooltipText?: string | null;
@@ -19,18 +41,42 @@ export type SignatureFieldProps = {
 export const SigningFieldContainer = ({
   field,
   loading,
+  onPreSign,
   onSign,
   onRemove,
   children,
   type,
   tooltipText,
 }: SignatureFieldProps) => {
-  const onSignFieldClick = async () => {
-    if (field.inserted) {
+  const { executeActionAuthProcedure, isAuthRedirectRequired } = useRequiredDocumentAuthContext();
+
+  const handleInsertField = async () => {
+    if (field.inserted || !onSign) {
       return;
     }
 
-    await onSign?.();
+    if (isAuthRedirectRequired) {
+      await executeActionAuthProcedure({
+        onReauthFormSubmit: () => {
+          // Do nothing since the user should be redirected.
+        },
+      });
+
+      return;
+    }
+
+    // Handle any presign requirements, and halt if required.
+    if (onPreSign) {
+      const preSignResult = await onPreSign();
+
+      if (preSignResult === false) {
+        return;
+      }
+    }
+
+    await executeActionAuthProcedure({
+      onReauthFormSubmit: onSign,
+    });
   };
 
   const onRemoveSignedFieldClick = async () => {
@@ -47,7 +93,7 @@ export const SigningFieldContainer = ({
         <button
           type="submit"
           className="absolute inset-0 z-10 h-full w-full"
-          onClick={onSignFieldClick}
+          onClick={async () => handleInsertField()}
         />
       )}
 

apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx

@@ -0,0 +1,102 @@
+import { match } from 'ts-pattern';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
+import type { Field, Recipient } from '@documenso/prisma/client';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DateField } from './date-field';
+import { EmailField } from './email-field';
+import { SigningForm } from './form';
+import { NameField } from './name-field';
+import { SignatureField } from './signature-field';
+import { TextField } from './text-field';
+
+export type SigningPageViewProps = {
+  document: DocumentAndSender;
+  recipient: Recipient;
+  fields: Field[];
+};
+
+export const SigningPageView = ({ document, recipient, fields }: SigningPageViewProps) => {
+  const truncatedTitle = truncateTitle(document.title);
+
+  const { documentData, documentMeta } = document;
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl">
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+        {truncatedTitle}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <p className="text-muted-foreground">
+          {document.User.name} ({document.User.email}) has invited you to{' '}
+          {recipient.role === RecipientRole.VIEWER && 'view'}
+          {recipient.role === RecipientRole.SIGNER && 'sign'}
+          {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
+        </p>
+      </div>
+
+      <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
+        <Card
+          className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
+          gradient
+        >
+          <CardContent className="p-2">
+            <LazyPDFViewer
+              key={documentData.id}
+              documentData={documentData}
+              document={document}
+              password={documentMeta?.password}
+            />
+          </CardContent>
+        </Card>
+
+        <div className="col-span-12 lg:col-span-5 xl:col-span-4">
+          <SigningForm
+            document={document}
+            recipient={recipient}
+            fields={fields}
+            redirectUrl={documentMeta?.redirectUrl}
+          />
+        </div>
+      </div>
+
+      <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        {fields.map((field) =>
+          match(field.type)
+            .with(FieldType.SIGNATURE, () => (
+              <SignatureField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.NAME, () => (
+              <NameField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.DATE, () => (
+              <DateField
+                key={field.id}
+                field={field}
+                recipient={recipient}
+                dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+              />
+            ))
+            .with(FieldType.EMAIL, () => (
+              <EmailField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.TEXT, () => (
+              <TextField key={field.id} field={field} recipient={recipient} />
+            ))
+            .otherwise(() => null),
+        )}
+      </ElementVisible>
+    </div>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/text-field.tsx

@@ -6,7 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -16,6 +17,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type TextFieldProps = {
@@ -28,36 +30,51 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
 
   const { toast } = useToast();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+    trpc.field.signFieldWithToken.useMutation();
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+  } = trpc.field.removeSignedFieldWithToken.useMutation();
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
   const [showCustomTextModal, setShowCustomTextModal] = useState(false);
   const [localText, setLocalCustomText] = useState('');
-  const [isLocalSignatureSet, setIsLocalSignatureSet] = useState(false);
 
   useEffect(() => {
-    if (!showCustomTextModal && !isLocalSignatureSet) {
+    if (!showCustomTextModal) {
       setLocalCustomText('');
     }
-  }, [showCustomTextModal, isLocalSignatureSet]);
+  }, [showCustomTextModal]);
 
-  const onSign = async () => {
+  /**
+   * When the user clicks the sign button in the dialog where they enter the text field.
+   */
+  const onDialogSignClick = () => {
+    setShowCustomTextModal(false);
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
+    });
+  };
+
+  const onPreSign = () => {
+    if (!localText) {
+      setShowCustomTextModal(true);
+      return false;
+    }
+
+    return true;
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      if (!localText) {
-        setIsLocalSignatureSet(false);
-        setShowCustomTextModal(true);
-        return;
-      }
-
       if (!localText) {
         return;
       }
@@ -67,12 +84,19 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
         fieldId: field.id,
         value: localText,
         isBase64: true,
+        authOptions,
       });
 
       setLocalCustomText('');
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -103,7 +127,13 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Signature"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -150,11 +180,7 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localText}
-                onClick={() => {
-                  setShowCustomTextModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign();
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Save Text
               </Button>

apps/web/src/app/layout.tsx

@@ -2,7 +2,6 @@ import { Suspense } from 'react';
 
 import { Caveat, Inter } from 'next/font/google';
 
-import { AxiomWebVitals } from 'next-axiom';
 import { PublicEnvScript } from 'next-runtime-env';
 
 import { FeatureFlagProvider } from '@documenso/lib/client-only/providers/feature-flag';
@@ -72,8 +71,6 @@ export default async function RootLayout({ children }: { children: React.ReactNo
         <PublicEnvScript />
       </head>
 
-      <AxiomWebVitals />
-
       <Suspense>
         <PostHogPageview />
       </Suspense>

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -14,10 +14,6 @@ import {
   SETTINGS_PAGE_SHORTCUT,
   TEMPLATES_PAGE_SHORTCUT,
 } from '@documenso/lib/constants/keyboard-shortcuts';
-import {
-  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-  SKIP_QUERY_BATCH_META,
-} from '@documenso/lib/constants/trpc';
 import type { Document, Recipient } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
@@ -86,10 +82,6 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
       {
         keepPreviousData: true,
-        // Do not batch this due to relatively long request time compared to
-        // other queries which are generally batched with this.
-        ...SKIP_QUERY_BATCH_META,
-        ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
       },
     );
 

apps/web/src/components/document/document-history-sheet.tsx

@@ -7,6 +7,7 @@ import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 
 import { DOCUMENT_AUDIT_LOG_EMAIL_FORMAT } from '@documenso/lib/constants/document-audit-logs';
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import { formatDocumentAuditLogActionString } from '@documenso/lib/utils/document-audit-logs';
 import { trpc } from '@documenso/trpc/react';
@@ -79,7 +80,11 @@ export const DocumentHistorySheet = ({
    * @param text The text to format
    * @returns The formatted text
    */
-  const formatGenericText = (text: string) => {
+  const formatGenericText = (text?: string | null) => {
+    if (!text) {
+      return '';
+    }
+
     return (text.charAt(0).toUpperCase() + text.slice(1).toLowerCase()).replaceAll('_', ' ');
   };
 
@@ -219,6 +224,24 @@ export const DocumentHistorySheet = ({
                       />
                     ),
                   )
+                  .with(
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED },
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED },
+                    ({ data }) => (
+                      <DocumentHistorySheetChanges
+                        values={[
+                          {
+                            key: 'Old',
+                            value: DOCUMENT_AUTH_TYPES[data.from || '']?.value || 'None',
+                          },
+                          {
+                            key: 'New',
+                            value: DOCUMENT_AUTH_TYPES[data.to || '']?.value || 'None',
+                          },
+                        ]}
+                      />
+                    ),
+                  )
                   .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, ({ data }) => {
                     if (data.changes.length === 0) {
                       return null;
@@ -281,6 +304,7 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
+
                   .exhaustive()}
 
                 {isUserDetailsVisible && (

apps/web/src/components/form/form-error-message.tsx

@@ -1,34 +0,0 @@
-import { AnimatePresence, motion } from 'framer-motion';
-
-import { cn } from '@documenso/ui/lib/utils';
-
-export type FormErrorMessageProps = {
-  className?: string;
-  error: { message?: string } | undefined;
-};
-
-export const FormErrorMessage = ({ error, className }: FormErrorMessageProps) => {
-  return (
-    <AnimatePresence>
-      {error && (
-        <motion.p
-          initial={{
-            opacity: 0,
-            y: -10,
-          }}
-          animate={{
-            opacity: 1,
-            y: 0,
-          }}
-          exit={{
-            opacity: 0,
-            y: 10,
-          }}
-          className={cn('text-xs text-red-500', className)}
-        >
-          {error.message}
-        </motion.p>
-      )}
-    </AnimatePresence>
-  );
-};

apps/web/src/components/forms/2fa/authenticator-app.tsx

@@ -0,0 +1,43 @@
+'use client';
+
+import { useState } from 'react';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+import { DisableAuthenticatorAppDialog } from './disable-authenticator-app-dialog';
+import { EnableAuthenticatorAppDialog } from './enable-authenticator-app-dialog';
+
+type AuthenticatorAppProps = {
+  isTwoFactorEnabled: boolean;
+};
+
+export const AuthenticatorApp = ({ isTwoFactorEnabled }: AuthenticatorAppProps) => {
+  const [modalState, setModalState] = useState<'enable' | 'disable' | null>(null);
+
+  const isEnableDialogOpen = modalState === 'enable';
+  const isDisableDialogOpen = modalState === 'disable';
+
+  return (
+    <>
+      <div className="flex-shrink-0">
+        {isTwoFactorEnabled ? (
+          <Button variant="destructive" onClick={() => setModalState('disable')}>
+            Disable 2FA
+          </Button>
+        ) : (
+          <Button onClick={() => setModalState('enable')}>Enable 2FA</Button>
+        )}
+      </div>
+
+      <EnableAuthenticatorAppDialog
+        open={isEnableDialogOpen}
+        onOpenChange={(open) => !open && setModalState(null)}
+      />
+
+      <DisableAuthenticatorAppDialog
+        open={isDisableDialogOpen}
+        onOpenChange={(open) => !open && setModalState(null)}
+      />
+    </>
+  );
+};

apps/web/src/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -1,7 +1,3 @@
-'use client';
-
-import { useState } from 'react';
-
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -13,51 +9,65 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
-  DialogClose,
   DialogContent,
   DialogDescription,
   DialogFooter,
   DialogHeader,
   DialogTitle,
-  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import {
   Form,
   FormControl,
   FormField,
   FormItem,
+  FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export const ZDisable2FAForm = z.object({
-  token: z.string(),
+export const ZDisableTwoFactorAuthenticationForm = z.object({
+  password: z.string().min(6).max(72),
+  backupCode: z.string(),
 });
 
-export type TDisable2FAForm = z.infer<typeof ZDisable2FAForm>;
+export type TDisableTwoFactorAuthenticationForm = z.infer<
+  typeof ZDisableTwoFactorAuthenticationForm
+>;
 
-export const DisableAuthenticatorAppDialog = () => {
+export type DisableAuthenticatorAppDialogProps = {
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DisableAuthenticatorAppDialog = ({
+  open,
+  onOpenChange,
+}: DisableAuthenticatorAppDialogProps) => {
   const router = useRouter();
-
   const { toast } = useToast();
 
-  const [isOpen, setIsOpen] = useState(false);
+  const { mutateAsync: disableTwoFactorAuthentication } =
+    trpc.twoFactorAuthentication.disable.useMutation();
 
-  const { mutateAsync: disable2FA } = trpc.twoFactorAuthentication.disable.useMutation();
-
-  const disable2FAForm = useForm<TDisable2FAForm>({
+  const disableTwoFactorAuthenticationForm = useForm<TDisableTwoFactorAuthenticationForm>({
     defaultValues: {
-      token: '',
+      password: '',
+      backupCode: '',
     },
-    resolver: zodResolver(ZDisable2FAForm),
+    resolver: zodResolver(ZDisableTwoFactorAuthenticationForm),
   });
 
-  const { isSubmitting: isDisable2FASubmitting } = disable2FAForm.formState;
+  const { isSubmitting: isDisableTwoFactorAuthenticationSubmitting } =
+    disableTwoFactorAuthenticationForm.formState;
 
-  const onDisable2FAFormSubmit = async ({ token }: TDisable2FAForm) => {
+  const onDisableTwoFactorAuthenticationFormSubmit = async ({
+    password,
+    backupCode,
+  }: TDisableTwoFactorAuthenticationForm) => {
     try {
-      await disable2FA({ token });
+      await disableTwoFactorAuthentication({ password, backupCode });
 
       toast({
         title: 'Two-factor authentication disabled',
@@ -66,7 +76,7 @@ export const DisableAuthenticatorAppDialog = () => {
       });
 
       flushSync(() => {
-        setIsOpen(false);
+        onOpenChange(false);
       });
 
       router.refresh();
@@ -81,51 +91,74 @@ export const DisableAuthenticatorAppDialog = () => {
   };
 
   return (
-    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogTrigger asChild={true}>
-        <Button className="flex-shrink-0" variant="destructive">
-          Disable 2FA
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent position="center">
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
         <DialogHeader>
-          <DialogTitle>Disable 2FA</DialogTitle>
+          <DialogTitle>Disable Authenticator App</DialogTitle>
 
           <DialogDescription>
-            Please provide a token from the authenticator, or a backup code. If you do not have a
-            backup code available, please contact support.
+            To disable the Authenticator App for your account, please enter your password and a
+            backup code. If you do not have a backup code available, please contact support.
           </DialogDescription>
         </DialogHeader>
 
-        <Form {...disable2FAForm}>
-          <form onSubmit={disable2FAForm.handleSubmit(onDisable2FAFormSubmit)}>
-            <fieldset className="flex flex-col gap-y-4" disabled={isDisable2FASubmitting}>
+        <Form {...disableTwoFactorAuthenticationForm}>
+          <form
+            onSubmit={disableTwoFactorAuthenticationForm.handleSubmit(
+              onDisableTwoFactorAuthenticationFormSubmit,
+            )}
+            className="flex flex-col gap-y-4"
+          >
+            <fieldset
+              className="flex flex-col gap-y-4"
+              disabled={isDisableTwoFactorAuthenticationSubmitting}
+            >
               <FormField
-                name="token"
-                control={disable2FAForm.control}
+                name="password"
+                control={disableTwoFactorAuthenticationForm.control}
                 render={({ field }) => (
                   <FormItem>
+                    <FormLabel className="text-muted-foreground">Password</FormLabel>
                     <FormControl>
-                      <Input {...field} placeholder="Token" />
+                      <PasswordInput
+                        {...field}
+                        autoComplete="current-password"
+                        value={field.value ?? ''}
+                      />
                     </FormControl>
                     <FormMessage />
                   </FormItem>
                 )}
               />
 
-              <DialogFooter>
-                <DialogClose asChild>
-                  <Button type="button" variant="secondary">
-                    Cancel
-                  </Button>
-                </DialogClose>
-
-                <Button type="submit" variant="destructive" loading={isDisable2FASubmitting}>
-                  Disable 2FA
-                </Button>
-              </DialogFooter>
+              <FormField
+                name="backupCode"
+                control={disableTwoFactorAuthenticationForm.control}
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="text-muted-foreground">Backup Code</FormLabel>
+                    <FormControl>
+                      <Input {...field} type="text" value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
             </fieldset>
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDisableTwoFactorAuthenticationSubmitting}
+              >
+                Disable 2FA
+              </Button>
+            </DialogFooter>
           </form>
         </Form>
       </DialogContent>

apps/web/src/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -1,11 +1,8 @@
-'use client';
-
-import { useEffect, useState } from 'react';
-
-import { useRouter } from 'next/navigation';
+import { useEffect, useMemo } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
 import { renderSVG } from 'uqr';
 import { z } from 'zod';
 
@@ -14,13 +11,11 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
-  DialogClose,
   DialogContent,
   DialogDescription,
   DialogFooter,
   DialogHeader,
   DialogTitle,
-  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import {
   Form,
@@ -31,60 +26,85 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
-export const ZEnable2FAForm = z.object({
+export const ZSetupTwoFactorAuthenticationForm = z.object({
+  password: z.string().min(6).max(72),
+});
+
+export type TSetupTwoFactorAuthenticationForm = z.infer<typeof ZSetupTwoFactorAuthenticationForm>;
+
+export const ZEnableTwoFactorAuthenticationForm = z.object({
   token: z.string(),
 });
 
-export type TEnable2FAForm = z.infer<typeof ZEnable2FAForm>;
+export type TEnableTwoFactorAuthenticationForm = z.infer<typeof ZEnableTwoFactorAuthenticationForm>;
 
-export const EnableAuthenticatorAppDialog = () => {
+export type EnableAuthenticatorAppDialogProps = {
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const EnableAuthenticatorAppDialog = ({
+  open,
+  onOpenChange,
+}: EnableAuthenticatorAppDialogProps) => {
   const { toast } = useToast();
-  const router = useRouter();
 
-  const [isOpen, setIsOpen] = useState(false);
-  const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
-
-  const { mutateAsync: enable2FA } = trpc.twoFactorAuthentication.enable.useMutation();
+  const { mutateAsync: setupTwoFactorAuthentication, data: setupTwoFactorAuthenticationData } =
+    trpc.twoFactorAuthentication.setup.useMutation();
 
   const {
-    mutateAsync: setup2FA,
-    data: setup2FAData,
-    isLoading: isSettingUp2FA,
-  } = trpc.twoFactorAuthentication.setup.useMutation({
-    onError: () => {
-      toast({
-        title: 'Unable to setup two-factor authentication',
-        description:
-          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your code correctly and try again.',
-        variant: 'destructive',
-      });
+    mutateAsync: enableTwoFactorAuthentication,
+    data: enableTwoFactorAuthenticationData,
+    isLoading: isEnableTwoFactorAuthenticationDataLoading,
+  } = trpc.twoFactorAuthentication.enable.useMutation();
+
+  const setupTwoFactorAuthenticationForm = useForm<TSetupTwoFactorAuthenticationForm>({
+    defaultValues: {
+      password: '',
     },
+    resolver: zodResolver(ZSetupTwoFactorAuthenticationForm),
   });
 
-  const enable2FAForm = useForm<TEnable2FAForm>({
+  const { isSubmitting: isSetupTwoFactorAuthenticationSubmitting } =
+    setupTwoFactorAuthenticationForm.formState;
+
+  const enableTwoFactorAuthenticationForm = useForm<TEnableTwoFactorAuthenticationForm>({
     defaultValues: {
       token: '',
     },
-    resolver: zodResolver(ZEnable2FAForm),
+    resolver: zodResolver(ZEnableTwoFactorAuthenticationForm),
   });
 
-  const { isSubmitting: isEnabling2FA } = enable2FAForm.formState;
+  const { isSubmitting: isEnableTwoFactorAuthenticationSubmitting } =
+    enableTwoFactorAuthenticationForm.formState;
 
-  const onEnable2FAFormSubmit = async ({ token }: TEnable2FAForm) => {
+  const step = useMemo(() => {
+    if (!setupTwoFactorAuthenticationData || isSetupTwoFactorAuthenticationSubmitting) {
+      return 'setup';
+    }
+
+    if (!enableTwoFactorAuthenticationData || isEnableTwoFactorAuthenticationSubmitting) {
+      return 'enable';
+    }
+
+    return 'view';
+  }, [
+    setupTwoFactorAuthenticationData,
+    isSetupTwoFactorAuthenticationSubmitting,
+    enableTwoFactorAuthenticationData,
+    isEnableTwoFactorAuthenticationSubmitting,
+  ]);
+
+  const onSetupTwoFactorAuthenticationFormSubmit = async ({
+    password,
+  }: TSetupTwoFactorAuthenticationForm) => {
     try {
-      const data = await enable2FA({ code: token });
-
-      setRecoveryCodes(data.recoveryCodes);
-
-      toast({
-        title: 'Two-factor authentication enabled',
-        description:
-          'You will now be required to enter a code from your authenticator app when signing in.',
-      });
+      await setupTwoFactorAuthentication({ password });
     } catch (_err) {
       toast({
         title: 'Unable to setup two-factor authentication',
@@ -96,8 +116,8 @@ export const EnableAuthenticatorAppDialog = () => {
   };
 
   const downloadRecoveryCodes = () => {
-    if (recoveryCodes) {
-      const blob = new Blob([recoveryCodes.join('\n')], {
+    if (enableTwoFactorAuthenticationData && enableTwoFactorAuthenticationData.recoveryCodes) {
+      const blob = new Blob([enableTwoFactorAuthenticationData.recoveryCodes.join('\n')], {
         type: 'text/plain',
       });
 
@@ -108,126 +128,175 @@ export const EnableAuthenticatorAppDialog = () => {
     }
   };
 
-  const handleEnable2FA = async () => {
-    if (!setup2FAData) {
-      await setup2FA();
-    }
+  const onEnableTwoFactorAuthenticationFormSubmit = async ({
+    token,
+  }: TEnableTwoFactorAuthenticationForm) => {
+    try {
+      await enableTwoFactorAuthentication({ code: token });
 
-    setIsOpen(true);
+      toast({
+        title: 'Two-factor authentication enabled',
+        description:
+          'Two-factor authentication has been enabled for your account. You will now be required to enter a code from your authenticator app when signing in.',
+      });
+    } catch (_err) {
+      toast({
+        title: 'Unable to setup two-factor authentication',
+        description:
+          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your password correctly and try again.',
+        variant: 'destructive',
+      });
+    }
   };
 
   useEffect(() => {
-    enable2FAForm.reset();
-
-    if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
-      setRecoveryCodes(null);
-      router.refresh();
+    // Reset the form when the Dialog closes
+    if (!open) {
+      setupTwoFactorAuthenticationForm.reset();
     }
-
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [isOpen]);
+  }, [open, setupTwoFactorAuthenticationForm]);
 
   return (
-    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogTrigger asChild={true}>
-        <Button
-          className="flex-shrink-0"
-          loading={isSettingUp2FA}
-          onClick={(e) => {
-            e.preventDefault();
-            void handleEnable2FA();
-          }}
-        >
-          Enable 2FA
-        </Button>
-      </DialogTrigger>
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
+        <DialogHeader>
+          <DialogTitle>Enable Authenticator App</DialogTitle>
 
-      <DialogContent position="center">
-        {setup2FAData && (
-          <>
-            {recoveryCodes ? (
-              <div>
-                <DialogHeader>
-                  <DialogTitle>Backup codes</DialogTitle>
-                  <DialogDescription>
-                    Your recovery codes are listed below. Please store them in a safe place.
-                  </DialogDescription>
-                </DialogHeader>
+          {step === 'setup' && (
+            <DialogDescription>
+              To enable two-factor authentication, please enter your password below.
+            </DialogDescription>
+          )}
 
-                <div className="mt-4">
-                  <RecoveryCodeList recoveryCodes={recoveryCodes} />
-                </div>
+          {step === 'view' && (
+            <DialogDescription>
+              Your recovery codes are listed below. Please store them in a safe place.
+            </DialogDescription>
+          )}
+        </DialogHeader>
 
-                <DialogFooter className="mt-4">
-                  <DialogClose asChild>
-                    <Button variant="secondary">Close</Button>
-                  </DialogClose>
+        {match(step)
+          .with('setup', () => {
+            return (
+              <Form {...setupTwoFactorAuthenticationForm}>
+                <form
+                  onSubmit={setupTwoFactorAuthenticationForm.handleSubmit(
+                    onSetupTwoFactorAuthenticationFormSubmit,
+                  )}
+                  className="flex flex-col gap-y-4"
+                >
+                  <FormField
+                    name="password"
+                    control={setupTwoFactorAuthenticationForm.control}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel className="text-muted-foreground">Password</FormLabel>
+                        <FormControl>
+                          <PasswordInput
+                            {...field}
+                            autoComplete="current-password"
+                            value={field.value ?? ''}
+                          />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
 
-                  <Button onClick={downloadRecoveryCodes}>Download</Button>
-                </DialogFooter>
-              </div>
-            ) : (
-              <Form {...enable2FAForm}>
-                <form onSubmit={enable2FAForm.handleSubmit(onEnable2FAFormSubmit)}>
-                  <DialogHeader>
-                    <DialogTitle>Enable Authenticator App</DialogTitle>
-                    <DialogDescription>
-                      To enable two-factor authentication, scan the following QR code using your
-                      authenticator app.
-                    </DialogDescription>
-                  </DialogHeader>
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                      Cancel
+                    </Button>
 
-                  <fieldset disabled={isEnabling2FA} className="mt-4 flex flex-col gap-y-4">
-                    <div
-                      className="flex h-36 justify-center"
-                      dangerouslySetInnerHTML={{
-                        __html: renderSVG(setup2FAData?.uri ?? ''),
-                      }}
-                    />
-
-                    <p className="text-muted-foreground text-sm">
-                      If your authenticator app does not support QR codes, you can use the following
-                      code instead:
-                    </p>
-
-                    <p className="bg-muted/60 text-muted-foreground rounded-lg p-2 text-center font-mono tracking-widest">
-                      {setup2FAData?.secret}
-                    </p>
-
-                    <p className="text-muted-foreground text-sm">
-                      Once you have scanned the QR code or entered the code manually, enter the code
-                      provided by your authenticator app below.
-                    </p>
-
-                    <FormField
-                      name="token"
-                      control={enable2FAForm.control}
-                      render={({ field }) => (
-                        <FormItem>
-                          <FormLabel className="text-muted-foreground">Token</FormLabel>
-                          <FormControl>
-                            <Input {...field} type="text" value={field.value ?? ''} />
-                          </FormControl>
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
-
-                    <DialogFooter>
-                      <DialogClose asChild>
-                        <Button variant="secondary">Cancel</Button>
-                      </DialogClose>
-
-                      <Button type="submit" loading={isEnabling2FA}>
-                        Enable 2FA
-                      </Button>
-                    </DialogFooter>
-                  </fieldset>
+                    <Button type="submit" loading={isSetupTwoFactorAuthenticationSubmitting}>
+                      Continue
+                    </Button>
+                  </DialogFooter>
                 </form>
               </Form>
-            )}
-          </>
-        )}
+            );
+          })
+          .with('enable', () => (
+            <Form {...enableTwoFactorAuthenticationForm}>
+              <form
+                onSubmit={enableTwoFactorAuthenticationForm.handleSubmit(
+                  onEnableTwoFactorAuthenticationFormSubmit,
+                )}
+                className="flex flex-col gap-y-4"
+              >
+                <p className="text-muted-foreground text-sm">
+                  To enable two-factor authentication, scan the following QR code using your
+                  authenticator app.
+                </p>
+
+                <div
+                  className="flex h-36 justify-center"
+                  dangerouslySetInnerHTML={{
+                    __html: renderSVG(setupTwoFactorAuthenticationData?.uri ?? ''),
+                  }}
+                />
+
+                <p className="text-muted-foreground text-sm">
+                  If your authenticator app does not support QR codes, you can use the following
+                  code instead:
+                </p>
+
+                <p className="bg-muted/60 text-muted-foreground rounded-lg p-2 text-center font-mono tracking-widest">
+                  {setupTwoFactorAuthenticationData?.secret}
+                </p>
+
+                <p className="text-muted-foreground text-sm">
+                  Once you have scanned the QR code or entered the code manually, enter the code
+                  provided by your authenticator app below.
+                </p>
+
+                <FormField
+                  name="token"
+                  control={enableTwoFactorAuthenticationForm.control}
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel className="text-muted-foreground">Token</FormLabel>
+                      <FormControl>
+                        <Input {...field} type="text" value={field.value ?? ''} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                    Cancel
+                  </Button>
+
+                  <Button type="submit" loading={isEnableTwoFactorAuthenticationSubmitting}>
+                    Enable 2FA
+                  </Button>
+                </DialogFooter>
+              </form>
+            </Form>
+          ))
+          .with('view', () => (
+            <div>
+              {enableTwoFactorAuthenticationData?.recoveryCodes && (
+                <RecoveryCodeList recoveryCodes={enableTwoFactorAuthenticationData.recoveryCodes} />
+              )}
+
+              <div className="mt-4 flex flex-row-reverse items-center gap-2">
+                <Button onClick={() => onOpenChange(false)}>Complete</Button>
+
+                <Button
+                  variant="secondary"
+                  onClick={downloadRecoveryCodes}
+                  disabled={!enableTwoFactorAuthenticationData?.recoveryCodes}
+                  loading={isEnableTwoFactorAuthenticationDataLoading}
+                >
+                  Download
+                </Button>
+              </div>
+            </div>
+          ))
+          .exhaustive()}
       </DialogContent>
     </Dialog>
   );

apps/web/src/components/forms/2fa/recovery-codes.tsx

@@ -0,0 +1,34 @@
+'use client';
+
+import { useState } from 'react';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+import { ViewRecoveryCodesDialog } from './view-recovery-codes-dialog';
+
+type RecoveryCodesProps = {
+  isTwoFactorEnabled: boolean;
+};
+
+export const RecoveryCodes = ({ isTwoFactorEnabled }: RecoveryCodesProps) => {
+  const [isOpen, setIsOpen] = useState(false);
+
+  return (
+    <>
+      <Button
+        variant="outline"
+        className="bg-background flex-shrink-0"
+        onClick={() => setIsOpen(true)}
+        disabled={!isTwoFactorEnabled}
+      >
+        View Codes
+      </Button>
+
+      <ViewRecoveryCodesDialog
+        key={isOpen ? 'open' : 'closed'}
+        open={isOpen}
+        onOpenChange={setIsOpen}
+      />
+    </>
+  );
+};

apps/web/src/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -1,6 +1,4 @@
-'use client';
-
-import { useState } from 'react';
+import { useEffect, useMemo } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
@@ -8,61 +6,69 @@ import { match } from 'ts-pattern';
 import { z } from 'zod';
 
 import { downloadFile } from '@documenso/lib/client-only/download-file';
-import { AppError } from '@documenso/lib/errors/app-error';
-import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { trpc } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
-  DialogClose,
   DialogContent,
   DialogDescription,
   DialogFooter,
   DialogHeader,
   DialogTitle,
-  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import {
   Form,
   FormControl,
   FormField,
   FormItem,
+  FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
 export const ZViewRecoveryCodesForm = z.object({
-  token: z.string().min(1, { message: 'Token is required' }),
+  password: z.string().min(6).max(72),
 });
 
 export type TViewRecoveryCodesForm = z.infer<typeof ZViewRecoveryCodesForm>;
 
-export const ViewRecoveryCodesDialog = () => {
-  const [isOpen, setIsOpen] = useState(false);
+export type ViewRecoveryCodesDialogProps = {
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const ViewRecoveryCodesDialog = ({ open, onOpenChange }: ViewRecoveryCodesDialogProps) => {
+  const { toast } = useToast();
 
   const {
-    data: recoveryCodes,
-    mutate,
-    isLoading,
-    isError,
-    error,
+    mutateAsync: viewRecoveryCodes,
+    data: viewRecoveryCodesData,
+    isLoading: isViewRecoveryCodesDataLoading,
   } = trpc.twoFactorAuthentication.viewRecoveryCodes.useMutation();
 
-  // error?.data?.code
-
   const viewRecoveryCodesForm = useForm<TViewRecoveryCodesForm>({
     defaultValues: {
-      token: '',
+      password: '',
     },
     resolver: zodResolver(ZViewRecoveryCodesForm),
   });
 
+  const { isSubmitting: isViewRecoveryCodesSubmitting } = viewRecoveryCodesForm.formState;
+
+  const step = useMemo(() => {
+    if (!viewRecoveryCodesData || isViewRecoveryCodesSubmitting) {
+      return 'authenticate';
+    }
+
+    return 'view';
+  }, [viewRecoveryCodesData, isViewRecoveryCodesSubmitting]);
+
   const downloadRecoveryCodes = () => {
-    if (recoveryCodes) {
-      const blob = new Blob([recoveryCodes.join('\n')], {
+    if (viewRecoveryCodesData && viewRecoveryCodesData.recoveryCodes) {
+      const blob = new Blob([viewRecoveryCodesData.recoveryCodes.join('\n')], {
         type: 'text/plain',
       });
 
@@ -73,88 +79,105 @@ export const ViewRecoveryCodesDialog = () => {
     }
   };
 
+  const onViewRecoveryCodesFormSubmit = async ({ password }: TViewRecoveryCodesForm) => {
+    try {
+      await viewRecoveryCodes({ password });
+    } catch (_err) {
+      toast({
+        title: 'Unable to view recovery codes',
+        description:
+          'We were unable to view your recovery codes. Please ensure that you have entered your password correctly and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    // Reset the form when the Dialog closes
+    if (!open) {
+      viewRecoveryCodesForm.reset();
+    }
+  }, [open, viewRecoveryCodesForm]);
+
   return (
-    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogTrigger asChild>
-        <Button className="flex-shrink-0">View Codes</Button>
-      </DialogTrigger>
-
+    <Dialog open={open} onOpenChange={onOpenChange}>
       <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
-        {recoveryCodes ? (
-          <div>
-            <DialogHeader className="mb-4">
-              <DialogTitle>View Recovery Codes</DialogTitle>
+        <DialogHeader>
+          <DialogTitle>View Recovery Codes</DialogTitle>
 
-              <DialogDescription>
-                Your recovery codes are listed below. Please store them in a safe place.
-              </DialogDescription>
-            </DialogHeader>
+          {step === 'authenticate' && (
+            <DialogDescription>
+              To view your recovery codes, please enter your password below.
+            </DialogDescription>
+          )}
 
-            <RecoveryCodeList recoveryCodes={recoveryCodes} />
+          {step === 'view' && (
+            <DialogDescription>
+              Your recovery codes are listed below. Please store them in a safe place.
+            </DialogDescription>
+          )}
+        </DialogHeader>
 
-            <DialogFooter className="mt-4">
-              <DialogClose asChild>
-                <Button variant="secondary">Close</Button>
-              </DialogClose>
+        {match(step)
+          .with('authenticate', () => {
+            return (
+              <Form {...viewRecoveryCodesForm}>
+                <form
+                  onSubmit={viewRecoveryCodesForm.handleSubmit(onViewRecoveryCodesFormSubmit)}
+                  className="flex flex-col gap-y-4"
+                >
+                  <FormField
+                    name="password"
+                    control={viewRecoveryCodesForm.control}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel className="text-muted-foreground">Password</FormLabel>
+                        <FormControl>
+                          <PasswordInput
+                            {...field}
+                            autoComplete="current-password"
+                            value={field.value ?? ''}
+                          />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
 
-              <Button onClick={downloadRecoveryCodes}>Download</Button>
-            </DialogFooter>
-          </div>
-        ) : (
-          <Form {...viewRecoveryCodesForm}>
-            <form onSubmit={viewRecoveryCodesForm.handleSubmit((value) => mutate(value))}>
-              <DialogHeader className="mb-4">
-                <DialogTitle>View Recovery Codes</DialogTitle>
-
-                <DialogDescription>
-                  Please provide a token from your authenticator, or a backup code.
-                </DialogDescription>
-              </DialogHeader>
-
-              <fieldset className="flex flex-col space-y-4" disabled={isLoading}>
-                <FormField
-                  name="token"
-                  control={viewRecoveryCodesForm.control}
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormControl>
-                        <Input {...field} placeholder="Token" />
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-
-                {error && (
-                  <Alert variant="destructive">
-                    <AlertDescription>
-                      {match(AppError.parseError(error).message)
-                        .with(
-                          ErrorCode.INCORRECT_TWO_FACTOR_CODE,
-                          () => 'Invalid code. Please try again.',
-                        )
-                        .otherwise(
-                          () => 'Something went wrong. Please try again or contact support.',
-                        )}
-                    </AlertDescription>
-                  </Alert>
-                )}
-
-                <DialogFooter>
-                  <DialogClose asChild>
-                    <Button type="button" variant="secondary">
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
                       Cancel
                     </Button>
-                  </DialogClose>
 
-                  <Button type="submit" loading={isLoading}>
-                    View
-                  </Button>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
-        )}
+                    <Button type="submit" loading={isViewRecoveryCodesSubmitting}>
+                      Continue
+                    </Button>
+                  </DialogFooter>
+                </form>
+              </Form>
+            );
+          })
+          .with('view', () => (
+            <div>
+              {viewRecoveryCodesData?.recoveryCodes && (
+                <RecoveryCodeList recoveryCodes={viewRecoveryCodesData.recoveryCodes} />
+              )}
+
+              <div className="mt-4 flex flex-row-reverse items-center gap-2">
+                <Button onClick={() => onOpenChange(false)}>Complete</Button>
+
+                <Button
+                  variant="secondary"
+                  disabled={!viewRecoveryCodesData?.recoveryCodes}
+                  loading={isViewRecoveryCodesDataLoading}
+                  onClick={downloadRecoveryCodes}
+                >
+                  Download
+                </Button>
+              </div>
+            </div>
+          ))
+          .exhaustive()}
       </DialogContent>
     </Dialog>
   );

apps/web/src/components/forms/public-profile-claim-dialog.tsx

@@ -154,7 +154,7 @@ export const ClaimPublicProfileDialogForm = ({
 
                         <FormMessage />
 
-                        <div className="bg-muted/50 text-muted-foreground mt-2 inline-block max-w-[29rem] truncate rounded-md px-2 py-1 text-sm lowercase">
+                        <div className="bg-muted/50 text-muted-foreground mt-2 inline-block truncate rounded-md px-2 py-1 text-sm">
                           {baseUrl.host}/u/{field.value || '<username>'}
                         </div>
                       </FormItem>

apps/web/src/components/forms/signin.tsx

@@ -124,7 +124,7 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
   };
 
   const onSignInWithPasskey = async () => {
-    if (!browserSupportsWebAuthn) {
+    if (!browserSupportsWebAuthn()) {
       toast({
         title: 'Not supported',
         description: 'Passkeys are not supported on this browser',

lint-staged.config.cjs

@@ -1,15 +1,7 @@
-const path = require('path');
-
-const eslint = (filenames) =>
-  `eslint --fix ${filenames.map((f) => `"${path.relative(process.cwd(), f)}"`).join(' ')}`;
-
-const prettier = (filenames) =>
-  `prettier --write ${filenames.map((f) => `"${path.relative(process.cwd(), f)}"`).join(' ')}`;
-
 /** @type {import('lint-staged').Config} */
 module.exports = {
-  '**/*.{ts,tsx,cts,mts}': [eslint, prettier],
-  '**/*.{js,jsx,cjs,mjs}': [prettier],
-  '**/*.{yml,mdx}': [prettier],
+  '**/*.{ts,tsx,cts,mts}': (files) => files.map((file) => `eslint --fix ${file}`),
+  '**/*.{js,jsx,cjs,mjs}': (files) => files.map((file) => `prettier --write ${file}`),
+  '**/*.{yml,mdx}': (files) => files.map((file) => `prettier --write ${file}`),
   '**/*/package.json': 'npm run precommit',
 };

package.json

@@ -36,8 +36,8 @@
     "dotenv-cli": "^7.3.0",
     "eslint": "^8.40.0",
     "eslint-config-custom": "*",
-    "husky": "^9.0.11",
-    "lint-staged": "^15.2.2",
+    "husky": "^8.0.0",
+    "lint-staged": "^14.0.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"
@@ -48,7 +48,6 @@
     "packages/*"
   ],
   "dependencies": {
-    "@documenso/pdf-sign": "^0.1.0",
     "next-runtime-env": "^3.2.0"
   },
   "overrides": {

packages/app-tests/e2e/document-auth/access-auth.spec.ts

@@ -0,0 +1,97 @@
+import { expect, test } from '@playwright/test';
+
+import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_AUTH]: should grant access when not required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(user, [
+    recipientWithAccount,
+    'recipientwithoutaccount@documenso.com',
+  ]);
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  const tokens = recipients.map((recipient) => recipient.token);
+
+  for (const token of tokens) {
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  }
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow or deny access when required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(
+    user,
+    [recipientWithAccount, 'recipientwithoutaccount@documenso.com'],
+    {
+      createDocumentOptions: {
+        authOptions: createDocumentAuthOptions({
+          globalAccessAuth: 'ACCOUNT',
+          globalActionAuth: null,
+        }),
+      },
+    },
+  );
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+    await expect(page.getByRole('paragraph')).toContainText(email);
+  }
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+    redirectPath: '/',
+  });
+
+  // Check that the one logged in is granted access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+
+    // Recipient should be granted access.
+    if (recipient.email === recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+    }
+
+    // Recipient should still be denied.
+    if (recipient.email !== recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+      await expect(page.getByRole('paragraph')).toContainText(email);
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});

packages/app-tests/e2e/document-auth/action-auth.spec.ts

@@ -0,0 +1,405 @@
+import { expect, test } from '@playwright/test';
+
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
+import {
+  createDocumentAuthOptions,
+  createRecipientAuthOptions,
+} from '@documenso/lib/utils/document-auth';
+import { FieldType } from '@documenso/prisma/client';
+import {
+  seedPendingDocumentNoFields,
+  seedPendingDocumentWithFullFields,
+} from '@documenso/prisma/seed/documents';
+import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+  });
+
+  // Check that both are granted access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow signing with valid global auth', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token, Field } = recipient;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  // Add signature.
+  const canvas = page.locator('canvas');
+  const box = await canvas.boundingBox();
+  if (box) {
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+    await page.mouse.up();
+  }
+
+  for (const field of Field) {
+    await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+    if (field.type === FieldType.TEXT) {
+      await page.getByLabel('Custom Text').fill('TEXT');
+      await page.getByRole('button', { name: 'Save Text' }).click();
+    }
+
+    await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+  }
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing document when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentNoFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token } = recipient;
+
+  await page.goto(`/sign/${token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('paragraph')).toContainText(
+    'Reauthentication is required to sign this document',
+  );
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+      await expect(page.getByRole('paragraph')).toContainText(
+        'Reauthentication is required to sign this field',
+      );
+      await page.getByRole('button', { name: 'Cancel' }).click();
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document has no global action auth, so only account should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT';
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient and global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document HAS global action auth, so account and inherit should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT' || actionAuth === null;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});

packages/app-tests/e2e/document-flow/settings-step.spec.ts

@@ -0,0 +1,74 @@
+import { expect, test } from '@playwright/test';
+
+import {
+  seedBlankDocument,
+  seedDraftDocument,
+  seedPendingDocument,
+} from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set action auth.
+  await page.getByTestId('documentActionSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  // Todo: Verify that the values are correct once we fix the issue where going back
+  // does not show the updated values.
+  // await expect(page.getByLabel('Title')).toContainText('New Title');
+  // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+  // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: title should be disabled depending on document status', async ({ page }) => {
+  const user = await seedUser();
+
+  const pendingDocument = await seedPendingDocument(user, []);
+  const draftDocument = await seedDraftDocument(user, []);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${pendingDocument.id}/edit`,
+  });
+
+  // Should be disabled for pending documents.
+  await expect(page.getByLabel('Title')).toBeDisabled();
+
+  // Should be enabled for draft documents.
+  await page.goto(`/documents/${draftDocument.id}/edit`);
+  await expect(page.getByLabel('Title')).toBeEnabled();
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/document-flow/signers-step.spec.ts

@@ -0,0 +1,63 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+// Note: Not complete yet due to issue with back button.
+test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+
+  // Display advanced settings.
+  await page.getByLabel('Show advanced settings').click();
+
+  // Navigate to the next step and back.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Todo: Fix stepper component back issue before finishing test.
+
+  // // Expect that the advanced settings is unchecked, since no advanced settings were applied.
+  // await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
+
+  // // Add advanced settings for a single recipient.
+  // await page.getByLabel('Show advanced settings').click();
+  // await page.getByRole('combobox').first().click();
+  // await page.getByLabel('Require account').click();
+
+  // // Navigate to the next step and back.
+  // await page.getByRole('button', { name: 'Continue' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  // await page.getByRole('button', { name: 'Go Back' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
+  // settings were applied.
+
+  // Todo: Fix stepper component back issue before finishing test.
+
+  await unseedUser(user.id);
+});

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

@@ -1,8 +1,8 @@
-import type { Page } from '@playwright/test';
+import { type Page } from '@playwright/test';
 
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 
-type ManualLoginOptions = {
+type LoginOptions = {
   page: Page;
   email?: string;
   password?: string;
@@ -18,7 +18,7 @@ export const manualLogin = async ({
   email = 'example@documenso.com',
   password = 'password',
   redirectPath,
-}: ManualLoginOptions) => {
+}: LoginOptions) => {
   await page.goto(`${WEBAPP_BASE_URL}/signin`);
 
   await page.getByLabel('Email').click();
@@ -33,9 +33,63 @@ export const manualLogin = async ({
   }
 };
 
-export const manualSignout = async ({ page }: ManualLoginOptions) => {
+export const manualSignout = async ({ page }: LoginOptions) => {
   await page.waitForTimeout(1000);
   await page.getByTestId('menu-switcher').click();
   await page.getByRole('menuitem', { name: 'Sign Out' }).click();
   await page.waitForURL(`${WEBAPP_BASE_URL}/signin`);
 };
+
+export const apiSignin = async ({
+  page,
+  email = 'example@documenso.com',
+  password = 'password',
+  redirectPath = '/',
+}: LoginOptions) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/callback/credentials`, {
+    form: {
+      email,
+      password,
+      json: true,
+      csrfToken,
+    },
+  });
+
+  if (redirectPath) {
+    await page.goto(`${WEBAPP_BASE_URL}${redirectPath}`);
+  }
+};
+
+export const apiSignout = async ({ page }: { page: Page }) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/signout`, {
+    form: {
+      csrfToken,
+      json: true,
+    },
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/signin`);
+};
+
+const getCsrfToken = async (page: Page) => {
+  const { request } = page.context();
+
+  const response = await request.fetch(`${WEBAPP_BASE_URL}/api/auth/csrf`, {
+    method: 'get',
+  });
+
+  const { csrfToken } = await response.json();
+  if (!csrfToken) {
+    throw new Error('Invalid session');
+  }
+
+  return csrfToken;
+};

packages/app-tests/e2e/pr-718-add-stepper-component.spec.ts

@@ -1,9 +1,6 @@
 import { expect, test } from '@playwright/test';
 import path from 'node:path';
 
-import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
-import { DocumentStatus } from '@documenso/prisma/client';
 import { TEST_USER } from '@documenso/prisma/seed/pr-718-add-stepper-component';
 
 test(`[PR-718]: should be able to create a document`, async ({ page }) => {
@@ -31,8 +28,8 @@ test(`[PR-718]: should be able to create a document`, async ({ page }) => {
   // Wait to be redirected to the edit page
   await page.waitForURL(/\/documents\/\d+/);
 
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
+  // Set general settings
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
   await page.getByLabel('Title').fill(documentTitle);
 
@@ -76,264 +73,3 @@ test(`[PR-718]: should be able to create a document`, async ({ page }) => {
   // Assert document was created
   await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
 });
-
-test('should be able to create a document with multiple recipients', async ({ page }) => {
-  await page.goto('/signin');
-
-  const documentTitle = `example-${Date.now()}.pdf`;
-
-  // Sign in
-  await page.getByLabel('Email').fill(TEST_USER.email);
-  await page.getByLabel('Password', { exact: true }).fill(TEST_USER.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  // Upload document
-  const [fileChooser] = await Promise.all([
-    page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
-      if (e instanceof HTMLInputElement) {
-        e.click();
-      }
-    }),
-  ]);
-
-  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
-
-  // Wait to be redirected to the edit page
-  await page.waitForURL(/\/documents\/\d+/);
-
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
-
-  await page.getByLabel('Title').fill(documentTitle);
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add signers
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByLabel('Email*').fill('user1@example.com');
-  await page.getByLabel('Name').fill('User 1');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email*').nth(1).fill('user2@example.com');
-  await page.getByLabel('Name').nth(1).fill('User 2');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add fields
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'User 1 Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Email Email' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 200,
-    },
-  });
-
-  await page.getByText('User 1 (user1@example.com)').click();
-  await page.getByText('User 2 (user2@example.com)').click();
-
-  await page.getByRole('button', { name: 'User 2 Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 500,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Email Email' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 500,
-      y: 200,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('/documents');
-
-  // Assert document was created
-  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
-});
-
-test('should be able to create, send and sign a document', async ({ page }) => {
-  await page.goto('/signin');
-
-  const documentTitle = `example-${Date.now()}.pdf`;
-
-  // Sign in
-  await page.getByLabel('Email').fill(TEST_USER.email);
-  await page.getByLabel('Password', { exact: true }).fill(TEST_USER.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  // Upload document
-  const [fileChooser] = await Promise.all([
-    page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
-      if (e instanceof HTMLInputElement) {
-        e.click();
-      }
-    }),
-  ]);
-
-  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
-
-  // Wait to be redirected to the edit page
-  await page.waitForURL(/\/documents\/\d+/);
-
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
-
-  await page.getByLabel('Title').fill(documentTitle);
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add signers
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByLabel('Email*').fill('user1@example.com');
-  await page.getByLabel('Name').fill('User 1');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add fields
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('/documents');
-
-  // Assert document was created
-  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
-  await page.getByRole('link', { name: documentTitle }).click();
-
-  const url = await page.url().split('/');
-  const documentId = url[url.length - 1];
-
-  const { token } = await getRecipientByEmail({
-    email: 'user1@example.com',
-    documentId: Number(documentId),
-  });
-
-  await page.goto(`/sign/${token}`);
-  await page.waitForURL(`/sign/${token}`);
-
-  // Check if document has been viewed
-  const { status } = await getDocumentByToken({ token });
-  expect(status).toBe(DocumentStatus.PENDING);
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByRole('dialog').getByText('Sign Document')).toBeVisible();
-  await page.getByRole('button', { name: 'Sign' }).click();
-
-  await page.waitForURL(`/sign/${token}/complete`);
-  await expect(page.getByText('You have signed')).toBeVisible();
-
-  // Check if document has been signed
-  const { status: completedStatus } = await getDocumentByToken({ token });
-  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
-});
-
-test('should be able to create, send with redirect url, sign a document and redirect to redirect url', async ({
-  page,
-}) => {
-  await page.goto('/signin');
-
-  const documentTitle = `example-${Date.now()}.pdf`;
-
-  // Sign in
-  await page.getByLabel('Email').fill(TEST_USER.email);
-  await page.getByLabel('Password', { exact: true }).fill(TEST_USER.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  // Upload document
-  const [fileChooser] = await Promise.all([
-    page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
-      if (e instanceof HTMLInputElement) {
-        e.click();
-      }
-    }),
-  ]);
-
-  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
-
-  // Wait to be redirected to the edit page
-  await page.waitForURL(/\/documents\/\d+/);
-
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
-
-  await page.getByLabel('Title').fill(documentTitle);
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add signers
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByLabel('Email*').fill('user1@example.com');
-  await page.getByLabel('Name').fill('User 1');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add fields
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
-  await page.getByRole('button', { name: 'Advanced Options' }).click();
-  await page.getByLabel('Redirect URL').fill('https://documenso.com');
-
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('/documents');
-
-  // Assert document was created
-  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
-  await page.getByRole('link', { name: documentTitle }).click();
-
-  const url = await page.url().split('/');
-  const documentId = url[url.length - 1];
-
-  const { token } = await getRecipientByEmail({
-    email: 'user1@example.com',
-    documentId: Number(documentId),
-  });
-
-  await page.goto(`/sign/${token}`);
-  await page.waitForURL(`/sign/${token}`);
-
-  // Check if document has been viewed
-  const { status } = await getDocumentByToken({ token });
-  expect(status).toBe(DocumentStatus.PENDING);
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByRole('dialog').getByText('Sign Document')).toBeVisible();
-  await page.getByRole('button', { name: 'Sign' }).click();
-
-  await page.waitForURL('https://documenso.com');
-
-  // Check if document has been signed
-  const { status: completedStatus } = await getDocumentByToken({ token });
-  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
-});

packages/app-tests/e2e/teams/manage-team.spec.ts

@@ -4,14 +4,14 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: create team', async ({ page }) => {
   const user = await seedUser();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: user.email,
     redirectPath: '/settings/teams',
@@ -38,7 +38,7 @@ test('[TEAMS]: create team', async ({ page }) => {
 test('[TEAMS]: delete team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -56,7 +56,7 @@ test('[TEAMS]: delete team', async ({ page }) => {
 test('[TEAMS]: update team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
   });

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -6,7 +6,7 @@ import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documen
 import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin, manualSignout } from '../fixtures/authentication';
+import { apiSignin, apiSignout } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -30,7 +30,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
 
   // Run the test twice, once with the team owner and once with a team member to ensure the counts are the same.
   for (const user of [team.owner, teamMember2]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -55,7 +55,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeam(team.url);
@@ -126,7 +126,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
 
   // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
   for (const user of [team.owner, teamEmailMember]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -151,7 +151,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeamEmail({ teamId: team.id });
@@ -216,7 +216,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
     },
   ]);
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember2.email,
     redirectPath: `/t/${team.url}/documents`,
@@ -248,7 +248,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
 test('[TEAMS]: delete pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: currentUser.email,
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
@@ -266,7 +266,7 @@ test('[TEAMS]: delete pending team document', async ({ page }) => {
 test('[TEAMS]: resend pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: currentUser.email,
     redirectPath: `/t/${team.url}/documents?status=PENDING`,

packages/app-tests/e2e/teams/team-email.spec.ts

@@ -4,14 +4,14 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamEmailVerification, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: send team email request', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -57,7 +57,7 @@ test('[TEAMS]: delete team email', async ({ page }) => {
     createTeamEmail: true,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -86,7 +86,7 @@ test('[TEAMS]: team email owner removes access', async ({ page }) => {
     email: team.teamEmail.email,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamEmailOwner.email,
     redirectPath: `/settings/teams`,

packages/app-tests/e2e/teams/team-members.spec.ts

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamInvite, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -13,7 +13,7 @@ test('[TEAMS]: update team member role', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -75,7 +75,7 @@ test('[TEAMS]: member can leave team', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember.user.email,
     password: 'password',
@@ -97,7 +97,7 @@ test('[TEAMS]: owner cannot leave team', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

packages/app-tests/e2e/teams/transfer-team.spec.ts

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamTransfer, unseedTeam } from '@documenso/prisma/seed/teams';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -14,7 +14,7 @@ test('[TEAMS]: initiate and cancel team transfer', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

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

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -36,7 +36,7 @@ test('[TEMPLATES]: view templates', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -81,7 +81,7 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -135,7 +135,7 @@ test('[TEMPLATES]: duplicate template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -181,7 +181,7 @@ test('[TEMPLATES]: use template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',

packages/app-tests/e2e/test-update-user-name.spec.ts

@@ -1,37 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { manualLogin } from './fixtures/authentication';
-
-test('update user name', async ({ page }) => {
-  const user = await seedUser();
-
-  await manualLogin({
-    page,
-    email: user.email,
-    redirectPath: '/settings/profile',
-  });
-
-  await page.getByLabel('Full Name').fill('John Doe');
-
-  const canvas = page.locator('canvas');
-  const box = await canvas.boundingBox();
-
-  if (box) {
-    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
-    await page.mouse.down();
-    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
-    await page.mouse.up();
-  }
-
-  await page.getByRole('button', { name: 'Update profile' }).click();
-
-  // wait for it to finish
-  await expect(page.getByText('Profile updated', { exact: true })).toBeVisible();
-
-  await page.waitForURL('/settings/profile');
-
-  expect((await getUserByEmail({ email: user.email })).name).toEqual('John Doe');
-});

packages/app-tests/package.json

@@ -6,7 +6,6 @@
   "main": "index.js",
   "scripts": {
     "test:dev": "playwright test",
-    "test-ui:dev": "playwright test --ui",
     "test:e2e": "start-server-and-test \"npm run start -w @documenso/web\" http://localhost:3000 \"playwright test\""
   },
   "keywords": [],

packages/eslint-config/index.cjs

@@ -4,15 +4,16 @@ module.exports = {
     'turbo',
     'eslint:recommended',
     'plugin:@typescript-eslint/recommended',
+    'plugin:prettier/recommended',
     'plugin:package-json/recommended',
   ],
 
-  plugins: ['package-json', 'unused-imports'],
+  plugins: ['prettier', 'package-json', 'unused-imports'],
 
   env: {
-    es2022: true,
     node: true,
     browser: true,
+    es6: true,
   },
 
   parser: '@typescript-eslint/parser',

packages/eslint-config/package.json

@@ -7,14 +7,16 @@
     "clean": "rimraf node_modules"
   },
   "dependencies": {
-    "@typescript-eslint/eslint-plugin": "^7.1.1",
-    "@typescript-eslint/parser": "^7.1.1",
-    "eslint": "^8.57.0",
-    "eslint-config-next": "^14.1.3",
-    "eslint-config-turbo": "^1.12.5",
-    "eslint-plugin-package-json": "^0.10.4",
-    "eslint-plugin-react": "^7.34.0",
-    "eslint-plugin-unused-imports": "^3.1.0",
+    "@typescript-eslint/eslint-plugin": "6.8.0",
+    "@typescript-eslint/parser": "6.8.0",
+    "eslint": "^8.40.0",
+    "eslint-config-next": "13.4.19",
+    "eslint-config-prettier": "^8.8.0",
+    "eslint-config-turbo": "^1.9.3",
+    "eslint-plugin-package-json": "^0.2.0",
+    "eslint-plugin-prettier": "^4.2.1",
+    "eslint-plugin-react": "^7.32.2",
+    "eslint-plugin-unused-imports": "^3.0.0",
     "typescript": "5.2.2"
   }
 }

packages/lib/constants/date-formats.ts

@@ -13,7 +13,7 @@ export const DATE_FORMATS = [
   {
     key: 'YYYYMMDD',
     label: 'YYYY-MM-DD',
-    value: 'yyyy-MM-dd',
+    value: 'YYYY-MM-DD',
   },
   {
     key: 'DDMMYYYY',

packages/lib/constants/document-auth.ts

@@ -0,0 +1,35 @@
+import type { TDocumentAuth } from '../types/document-auth';
+import { DocumentAuth } from '../types/document-auth';
+
+type DocumentAuthTypeData = {
+  key: TDocumentAuth;
+  value: string;
+
+  /**
+   * Whether this authentication event will require the user to halt and
+   * redirect.
+   *
+   * Defaults to false.
+   */
+  isAuthRedirectRequired?: boolean;
+};
+
+export const DOCUMENT_AUTH_TYPES: Record<string, DocumentAuthTypeData> = {
+  [DocumentAuth.ACCOUNT]: {
+    key: DocumentAuth.ACCOUNT,
+    value: 'Require account',
+    isAuthRedirectRequired: true,
+  },
+  [DocumentAuth.PASSKEY]: {
+    key: DocumentAuth.PASSKEY,
+    value: 'Require passkey',
+  },
+  [DocumentAuth['2FA']]: {
+    key: DocumentAuth['2FA'],
+    value: 'Require 2FA',
+  },
+  [DocumentAuth.EXPLICIT_NONE]: {
+    key: DocumentAuth.EXPLICIT_NONE,
+    value: 'None (Overrides global settings)',
+  },
+} satisfies Record<TDocumentAuth, DocumentAuthTypeData>;

packages/lib/constants/trpc.ts

@@ -1,25 +0,0 @@
-/**
- * For TRPC useQueries that should not be batched with other queries.
- */
-export const SKIP_QUERY_BATCH_META = {
-  trpc: {
-    context: {
-      skipBatch: true,
-    },
-  },
-};
-
-/**
- * For TRPC useQueries and useMutations to adjust the logic on when query invalidation
- * should occur.
- *
- * When used in:
- * - useQuery: Will not invalidate the given query when a mutation occurs.
- * - useMutation: Will not trigger invalidation on all queries when mutation succeeds.
- *
- */
-export const DO_NOT_INVALIDATE_QUERY_ON_MUTATION = {
-  meta: {
-    doNotInvalidateQueryOnMutation: true,
-  },
-};

packages/lib/errors/app-error.ts

@@ -137,12 +137,16 @@ export class AppError extends Error {
   }
 
   static parseFromJSONString(jsonString: string): AppError | null {
-    const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
+    try {
+      const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
 
-    if (!parsed.success) {
+      if (!parsed.success) {
+        return null;
+      }
+
+      return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+    } catch {
       return null;
     }
-
-    return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
   }
 }

packages/lib/next-auth/auth-options.ts

@@ -22,7 +22,7 @@ import { sendConfirmationToken } from '../server-only/user/send-confirmation-tok
 import type { TAuthenticationResponseJSONSchema } from '../types/webauthn';
 import { ZAuthenticationResponseJSONSchema } from '../types/webauthn';
 import { extractNextAuthRequestMetadata } from '../universal/extract-request-metadata';
-import { getAuthenticatorRegistrationOptions } from '../utils/authenticator';
+import { getAuthenticatorOptions } from '../utils/authenticator';
 import { ErrorCode } from './error-codes';
 
 export const NEXT_AUTH_OPTIONS: AuthOptions = {
@@ -196,7 +196,7 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
 
         const user = passkey.User;
 
-        const { rpId, origin } = getAuthenticatorRegistrationOptions();
+        const { rpId, origin } = getAuthenticatorOptions();
 
         const verification = await verifyAuthenticationResponse({
           response: requestBodyCrediential,
@@ -212,35 +212,36 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
 
         const requestMetadata = extractNextAuthRequestMetadata(req);
 
-        if (!verification?.verified) {
-          await prisma.userSecurityAuditLog.create({
+        // Explicit success state to reduce chances of bugs.
+        if (verification?.verified === true) {
+          await prisma.passkey.update({
+            where: {
+              id: passkey.id,
+            },
             data: {
-              userId: user.id,
-              ipAddress: requestMetadata.ipAddress,
-              userAgent: requestMetadata.userAgent,
-              type: UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL,
+              lastUsedAt: new Date(),
+              counter: verification.authenticationInfo.newCounter,
             },
           });
 
-          return null;
+          return {
+            id: Number(user.id),
+            email: user.email,
+            name: user.name,
+            emailVerified: user.emailVerified?.toISOString() ?? null,
+          } satisfies User;
         }
 
-        await prisma.passkey.update({
-          where: {
-            id: passkey.id,
-          },
+        await prisma.userSecurityAuditLog.create({
           data: {
-            lastUsedAt: new Date(),
-            counter: verification.authenticationInfo.newCounter,
+            userId: user.id,
+            ipAddress: requestMetadata.ipAddress,
+            userAgent: requestMetadata.userAgent,
+            type: UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL,
           },
         });
 
-        return {
-          id: Number(user.id),
-          email: user.email,
-          name: user.name,
-          emailVerified: user.emailVerified?.toISOString() ?? null,
-        } satisfies User;
+        return null;
       },
     }),
   ],

packages/lib/server-only/2fa/disable-2fa.ts

@@ -1,30 +1,40 @@
+import { compare } from '@node-rs/bcrypt';
+
 import { prisma } from '@documenso/prisma';
 import type { User } from '@documenso/prisma/client';
 import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
-import { AppError } from '../../errors/app-error';
+import { ErrorCode } from '../../next-auth/error-codes';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { validateTwoFactorAuthentication } from './validate-2fa';
 
 type DisableTwoFactorAuthenticationOptions = {
   user: User;
-  token: string;
+  backupCode: string;
+  password: string;
   requestMetadata?: RequestMetadata;
 };
 
 export const disableTwoFactorAuthentication = async ({
-  token,
+  backupCode,
   user,
+  password,
   requestMetadata,
 }: DisableTwoFactorAuthenticationOptions) => {
-  let isValid = await validateTwoFactorAuthentication({ totpCode: token, user });
-
-  if (!isValid) {
-    isValid = await validateTwoFactorAuthentication({ backupCode: token, user });
+  if (!user.password) {
+    throw new Error(ErrorCode.USER_MISSING_PASSWORD);
   }
 
+  const isCorrectPassword = await compare(password, user.password);
+
+  if (!isCorrectPassword) {
+    throw new Error(ErrorCode.INCORRECT_PASSWORD);
+  }
+
+  const isValid = await validateTwoFactorAuthentication({ backupCode, user });
+
   if (!isValid) {
-    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
+    throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_BACKUP_CODE);
   }
 
   await prisma.$transaction(async (tx) => {

packages/lib/server-only/2fa/enable-2fa.ts

@@ -1,7 +1,7 @@
+import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { prisma } from '@documenso/prisma';
 import { type User, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
-import { AppError } from '../../errors/app-error';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getBackupCodes } from './get-backup-code';
 import { verifyTwoFactorAuthenticationToken } from './verify-2fa-token';
@@ -17,38 +17,25 @@ export const enableTwoFactorAuthentication = async ({
   code,
   requestMetadata,
 }: EnableTwoFactorAuthenticationOptions) => {
+  if (user.identityProvider !== 'DOCUMENSO') {
+    throw new Error(ErrorCode.INCORRECT_IDENTITY_PROVIDER);
+  }
+
   if (user.twoFactorEnabled) {
-    throw new AppError('TWO_FACTOR_ALREADY_ENABLED');
+    throw new Error(ErrorCode.TWO_FACTOR_ALREADY_ENABLED);
   }
 
   if (!user.twoFactorSecret) {
-    throw new AppError('TWO_FACTOR_SETUP_REQUIRED');
+    throw new Error(ErrorCode.TWO_FACTOR_SETUP_REQUIRED);
   }
 
   const isValidToken = await verifyTwoFactorAuthenticationToken({ user, totpCode: code });
 
   if (!isValidToken) {
-    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
+    throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_CODE);
   }
 
-  let recoveryCodes: string[] = [];
-
-  await prisma.$transaction(async (tx) => {
-    const updatedUser = await tx.user.update({
-      where: {
-        id: user.id,
-      },
-      data: {
-        twoFactorEnabled: true,
-      },
-    });
-
-    recoveryCodes = getBackupCodes({ user: updatedUser }) ?? [];
-
-    if (recoveryCodes.length === 0) {
-      throw new AppError('MISSING_BACKUP_CODE');
-    }
-
+  const updatedUser = await prisma.$transaction(async (tx) => {
     await tx.userSecurityAuditLog.create({
       data: {
         userId: user.id,
@@ -57,7 +44,18 @@ export const enableTwoFactorAuthentication = async ({
         ipAddress: requestMetadata?.ipAddress,
       },
     });
+
+    return await tx.user.update({
+      where: {
+        id: user.id,
+      },
+      data: {
+        twoFactorEnabled: true,
+      },
+    });
   });
 
+  const recoveryCodes = getBackupCodes({ user: updatedUser });
+
   return { recoveryCodes };
 };

packages/lib/server-only/2fa/setup-2fa.ts

@@ -1,3 +1,4 @@
+import { compare } from '@node-rs/bcrypt';
 import { base32 } from '@scure/base';
 import crypto from 'crypto';
 import { createTOTPKeyURI } from 'oslo/otp';
@@ -11,12 +12,14 @@ import { symmetricEncrypt } from '../../universal/crypto';
 
 type SetupTwoFactorAuthenticationOptions = {
   user: User;
+  password: string;
 };
 
 const ISSUER = 'Documenso';
 
 export const setupTwoFactorAuthentication = async ({
   user,
+  password,
 }: SetupTwoFactorAuthenticationOptions) => {
   const key = DOCUMENSO_ENCRYPTION_KEY;
 
@@ -24,6 +27,20 @@ export const setupTwoFactorAuthentication = async ({
     throw new Error(ErrorCode.MISSING_ENCRYPTION_KEY);
   }
 
+  if (user.identityProvider !== 'DOCUMENSO') {
+    throw new Error(ErrorCode.INCORRECT_IDENTITY_PROVIDER);
+  }
+
+  if (!user.password) {
+    throw new Error(ErrorCode.USER_MISSING_PASSWORD);
+  }
+
+  const isCorrectPassword = await compare(password, user.password);
+
+  if (!isCorrectPassword) {
+    throw new Error(ErrorCode.INCORRECT_PASSWORD);
+  }
+
   const secret = crypto.randomBytes(10);
 
   const backupCodes = Array.from({ length: 10 })

packages/lib/server-only/2fa/view-backup-codes.ts

@@ -1,30 +0,0 @@
-import type { User } from '@documenso/prisma/client';
-
-import { AppError } from '../../errors/app-error';
-import { getBackupCodes } from './get-backup-code';
-import { validateTwoFactorAuthentication } from './validate-2fa';
-
-type ViewBackupCodesOptions = {
-  user: User;
-  token: string;
-};
-
-export const viewBackupCodes = async ({ token, user }: ViewBackupCodesOptions) => {
-  let isValid = await validateTwoFactorAuthentication({ totpCode: token, user });
-
-  if (!isValid) {
-    isValid = await validateTwoFactorAuthentication({ backupCode: token, user });
-  }
-
-  if (!isValid) {
-    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
-  }
-
-  const backupCodes = getBackupCodes({ user });
-
-  if (!backupCodes) {
-    throw new AppError('MISSING_BACKUP_CODE');
-  }
-
-  return backupCodes;
-};

packages/lib/server-only/auth/create-passkey-authentication-options.ts

@@ -0,0 +1,76 @@
+import { generateAuthenticationOptions } from '@simplewebauthn/server';
+import type { AuthenticatorTransportFuture } from '@simplewebauthn/types';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+import type { Passkey } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyAuthenticationOptions = {
+  userId: number;
+
+  /**
+   * The ID of the passkey to request authentication for.
+   *
+   * If not set, we allow the browser client to handle choosing.
+   */
+  preferredPasskeyId?: string;
+};
+
+export const createPasskeyAuthenticationOptions = async ({
+  userId,
+  preferredPasskeyId,
+}: CreatePasskeyAuthenticationOptions) => {
+  const { rpId, timeout } = getAuthenticatorOptions();
+
+  let preferredPasskey: Pick<Passkey, 'credentialId' | 'transports'> | null = null;
+
+  if (preferredPasskeyId) {
+    preferredPasskey = await prisma.passkey.findFirst({
+      where: {
+        userId,
+        id: preferredPasskeyId,
+      },
+      select: {
+        credentialId: true,
+        transports: true,
+      },
+    });
+
+    if (!preferredPasskey) {
+      throw new AppError(AppErrorCode.NOT_FOUND, 'Requested passkey not found');
+    }
+  }
+
+  const options = await generateAuthenticationOptions({
+    rpID: rpId,
+    userVerification: 'preferred',
+    timeout,
+    allowCredentials: preferredPasskey
+      ? [
+          {
+            id: preferredPasskey.credentialId,
+            type: 'public-key',
+            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+            transports: preferredPasskey.transports as AuthenticatorTransportFuture[],
+          },
+        ]
+      : undefined,
+  });
+
+  const { secondaryId } = await prisma.verificationToken.create({
+    data: {
+      userId,
+      token: options.challenge,
+      expires: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  return {
+    tokenReference: secondaryId,
+    options,
+  };
+};

packages/lib/server-only/auth/create-passkey-registration-options.ts

@@ -5,7 +5,7 @@ import { DateTime } from 'luxon';
 import { prisma } from '@documenso/prisma';
 
 import { PASSKEY_TIMEOUT } from '../../constants/auth';
-import { getAuthenticatorRegistrationOptions } from '../../utils/authenticator';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
 
 type CreatePasskeyRegistrationOptions = {
   userId: number;
@@ -27,7 +27,7 @@ export const createPasskeyRegistrationOptions = async ({
 
   const { passkeys } = user;
 
-  const { rpName, rpId: rpID } = getAuthenticatorRegistrationOptions();
+  const { rpName, rpId: rpID } = getAuthenticatorOptions();
 
   const options = await generateRegistrationOptions({
     rpName,

packages/lib/server-only/auth/create-passkey-signin-options.ts

@@ -3,14 +3,14 @@ import { DateTime } from 'luxon';
 
 import { prisma } from '@documenso/prisma';
 
-import { getAuthenticatorRegistrationOptions } from '../../utils/authenticator';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
 
 type CreatePasskeySigninOptions = {
   sessionId: string;
 };
 
 export const createPasskeySigninOptions = async ({ sessionId }: CreatePasskeySigninOptions) => {
-  const { rpId, timeout } = getAuthenticatorRegistrationOptions();
+  const { rpId, timeout } = getAuthenticatorOptions();
 
   const options = await generateAuthenticationOptions({
     rpID: rpId,

packages/lib/server-only/auth/create-passkey.ts

@@ -7,7 +7,7 @@ import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 import { MAXIMUM_PASSKEYS } from '../../constants/auth';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { getAuthenticatorRegistrationOptions } from '../../utils/authenticator';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
 
 type CreatePasskeyOptions = {
   userId: number;
@@ -64,7 +64,7 @@ export const createPasskey = async ({
     throw new AppError(AppErrorCode.EXPIRED_CODE, 'Challenge token expired');
   }
 
-  const { rpId: expectedRPID, origin: expectedOrigin } = getAuthenticatorRegistrationOptions();
+  const { rpId: expectedRPID, origin: expectedOrigin } = getAuthenticatorOptions();
 
   const verification = await verifyRegistrationResponse({
     response: verificationResponse,

packages/lib/server-only/auth/find-passkeys.ts

@@ -11,6 +11,7 @@ export interface FindPasskeysOptions {
   orderBy?: {
     column: keyof Passkey;
     direction: 'asc' | 'desc';
+    nulls?: Prisma.NullsOrder;
   };
 }
 
@@ -21,8 +22,9 @@ export const findPasskeys = async ({
   perPage = 10,
   orderBy,
 }: FindPasskeysOptions) => {
-  const orderByColumn = orderBy?.column ?? 'name';
+  const orderByColumn = orderBy?.column ?? 'lastUsedAt';
   const orderByDirection = orderBy?.direction ?? 'desc';
+  const orderByNulls: Prisma.NullsOrder | undefined = orderBy?.nulls ?? 'last';
 
   const whereClause: Prisma.PasskeyWhereInput = {
     userId,
@@ -41,7 +43,10 @@ export const findPasskeys = async ({
       skip: Math.max(page - 1, 0) * perPage,
       take: perPage,
       orderBy: {
-        [orderByColumn]: orderByDirection,
+        [orderByColumn]: {
+          sort: orderByDirection,
+          nulls: orderByNulls,
+        },
       },
       select: {
         id: true,

packages/lib/server-only/document/complete-document-with-token.ts

@@ -7,13 +7,19 @@ import { prisma } from '@documenso/prisma';
 import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TRecipientActionAuth } from '../../types/document-auth';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
+import { isRecipientAuthorized } from './is-recipient-authorized';
 import { sealDocument } from './seal-document';
 import { sendPendingEmail } from './send-pending-email';
 
 export type CompleteDocumentWithTokenOptions = {
   token: string;
   documentId: number;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -40,6 +46,8 @@ const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptio
 export const completeDocumentWithToken = async ({
   token,
   documentId,
+  userId,
+  authOptions,
   requestMetadata,
 }: CompleteDocumentWithTokenOptions) => {
   'use server';
@@ -71,32 +79,52 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
-  await prisma.recipient.update({
-    where: {
-      id: recipient.id,
-    },
-    data: {
-      signingStatus: SigningStatus.SIGNED,
-      signedAt: new Date(),
-    },
+  const { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
   });
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
-      documentId: document.id,
-      user: {
-        name: recipient.name,
-        email: recipient.email,
+  const isValid = await isRecipientAuthorized({
+    type: 'ACTION',
+    document: document,
+    recipient: recipient,
+    userId,
+    authOptions,
+  });
+
+  if (!isValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  }
+
+  await prisma.$transaction(async (tx) => {
+    await tx.recipient.update({
+      where: {
+        id: recipient.id,
       },
-      requestMetadata,
       data: {
-        recipientEmail: recipient.email,
-        recipientName: recipient.name,
-        recipientId: recipient.id,
-        recipientRole: recipient.role,
+        signingStatus: SigningStatus.SIGNED,
+        signedAt: new Date(),
       },
-    }),
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+        documentId: document.id,
+        user: {
+          name: recipient.name,
+          email: recipient.email,
+        },
+        requestMetadata,
+        data: {
+          recipientEmail: recipient.email,
+          recipientName: recipient.name,
+          recipientId: recipient.id,
+          recipientRole: recipient.role,
+          actionAuth: derivedRecipientActionAuth || undefined,
+        },
+      }),
+    });
   });
 
   const pendingRecipients = await prisma.recipient.count({

packages/lib/server-only/document/find-document-audit-logs.ts

@@ -3,11 +3,8 @@ import { prisma } from '@documenso/prisma';
 import type { DocumentAuditLog } from '@documenso/prisma/client';
 import type { Prisma } from '@documenso/prisma/client';
 
-import { AppError } from '../../errors/app-error';
-import type { TDocumentAuditLog } from '../../types/document-audit-logs';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { parseDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { buildServerLogger } from '../../utils/logger';
 
 export interface FindDocumentAuditLogsOptions {
   userId: number;
@@ -100,26 +97,7 @@ export const findDocumentAuditLogs = async ({
 
   let nextCursor: string | undefined = undefined;
 
-  let parsedData: TDocumentAuditLog[] = [];
-
-  try {
-    parsedData = data.map((auditLog) => parseDocumentAuditLogData(auditLog));
-  } catch (err) {
-    const error = AppError.parseError(err);
-
-    if (error.code === 'MIGRATION_REQUIRED') {
-      const logger = buildServerLogger();
-
-      logger.error('findDocumentAuditLogs', {
-        level: 'ALERT',
-        error,
-      });
-
-      void logger.flush();
-    }
-
-    throw error;
-  }
+  const parsedData = data.map((auditLog) => parseDocumentAuditLogData(auditLog));
 
   if (parsedData.length > perPage) {
     const nextItem = parsedData.pop();

packages/lib/server-only/document/get-document-by-token.ts

@@ -1,33 +1,43 @@
 import { prisma } from '@documenso/prisma';
 import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 
-export type GetDocumentByTokenOptions = {
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { isRecipientAuthorized } from './is-recipient-authorized';
+
+export interface GetDocumentAndSenderByTokenOptions {
   token: string;
-};
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
 
-export type GetDocumentAndSenderByTokenOptions = GetDocumentByTokenOptions;
-export type GetDocumentAndRecipientByTokenOptions = GetDocumentByTokenOptions;
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
+}
 
-export const getDocumentByToken = async ({ token }: GetDocumentByTokenOptions) => {
-  if (!token) {
-    throw new Error('Missing token');
-  }
+export interface GetDocumentAndRecipientByTokenOptions {
+  token: string;
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
 
-  const result = await prisma.document.findFirstOrThrow({
-    where: {
-      Recipient: {
-        some: {
-          token,
-        },
-      },
-    },
-  });
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
+}
 
-  return result;
-};
+export type DocumentAndSender = Awaited<ReturnType<typeof getDocumentAndSenderByToken>>;
 
 export const getDocumentAndSenderByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndSenderByTokenOptions) => {
   if (!token) {
     throw new Error('Missing token');
@@ -45,12 +55,40 @@ export const getDocumentAndSenderByToken = async ({
       User: true,
       documentData: true,
       documentMeta: true,
+      Recipient: {
+        where: {
+          token,
+        },
+      },
     },
   });
 
   // eslint-disable-next-line no-unused-vars, @typescript-eslint/no-unused-vars
   const { password: _password, ...User } = result.User;
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     User,
@@ -62,6 +100,9 @@ export const getDocumentAndSenderByToken = async ({
  */
 export const getDocumentAndRecipientByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndRecipientByTokenOptions): Promise<DocumentWithRecipient> => {
   if (!token) {
     throw new Error('Missing token');
@@ -85,6 +126,29 @@ export const getDocumentAndRecipientByToken = async ({
     },
   });
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     Recipient: result.Recipient,

packages/lib/server-only/document/get-document-with-details-by-id.ts

@@ -1,32 +0,0 @@
-import { prisma } from '@documenso/prisma';
-import type { DocumentWithDetails } from '@documenso/prisma/types/document';
-
-import { getDocumentWhereInput } from './get-document-by-id';
-
-export type GetDocumentWithDetailsByIdOptions = {
-  id: number;
-  userId: number;
-  teamId?: number;
-};
-
-export const getDocumentWithDetailsById = async ({
-  id,
-  userId,
-  teamId,
-}: GetDocumentWithDetailsByIdOptions): Promise<DocumentWithDetails> => {
-  const documentWhereInput = await getDocumentWhereInput({
-    documentId: id,
-    userId,
-    teamId,
-  });
-
-  return await prisma.document.findFirstOrThrow({
-    where: documentWhereInput,
-    include: {
-      documentData: true,
-      documentMeta: true,
-      Recipient: true,
-      Field: true,
-    },
-  });
-};

packages/lib/server-only/document/is-recipient-authorized.ts

@@ -0,0 +1,231 @@
+import { verifyAuthenticationResponse } from '@simplewebauthn/server';
+import { match } from 'ts-pattern';
+
+import { prisma } from '@documenso/prisma';
+import type { Document, Recipient } from '@documenso/prisma/client';
+
+import { verifyTwoFactorAuthenticationToken } from '../2fa/verify-2fa-token';
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuth, TDocumentAuthMethods } from '../../types/document-auth';
+import { DocumentAuth } from '../../types/document-auth';
+import type { TAuthenticationResponseJSONSchema } from '../../types/webauthn';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+
+type IsRecipientAuthorizedOptions = {
+  type: 'ACCESS' | 'ACTION';
+  document: Document;
+  recipient: Recipient;
+
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId?: number;
+
+  /**
+   * The auth details to check.
+   *
+   * Optional because there are scenarios where no auth options are required such as
+   * using the user ID.
+   */
+  authOptions?: TDocumentAuthMethods;
+};
+
+const getRecipient = async (email: string) => {
+  return await prisma.user.findFirst({
+    where: {
+      email,
+    },
+    select: {
+      id: true,
+    },
+  });
+};
+
+/**
+ * Whether the recipient is authorized to perform the requested operation on a
+ * document, given the provided auth options.
+ *
+ * @returns True if the recipient can perform the requested operation.
+ */
+export const isRecipientAuthorized = async ({
+  type,
+  document,
+  recipient,
+  userId,
+  authOptions,
+}: IsRecipientAuthorizedOptions): Promise<boolean> => {
+  const { derivedRecipientAccessAuth, derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const authMethod: TDocumentAuth | null =
+    type === 'ACCESS' ? derivedRecipientAccessAuth : derivedRecipientActionAuth;
+
+  // Early true return when auth is not required.
+  if (!authMethod || authMethod === DocumentAuth.EXPLICIT_NONE) {
+    return true;
+  }
+
+  // Create auth options when none are passed for account.
+  if (!authOptions && authMethod === DocumentAuth.ACCOUNT) {
+    authOptions = {
+      type: DocumentAuth.ACCOUNT,
+    };
+  }
+
+  // Authentication required does not match provided method.
+  if (!authOptions || authOptions.type !== authMethod) {
+    return false;
+  }
+
+  return await match(authOptions)
+    .with({ type: DocumentAuth.ACCOUNT }, async () => {
+      if (userId === undefined) {
+        return false;
+      }
+
+      const recipientUser = await getRecipient(recipient.email);
+
+      if (!recipientUser) {
+        return false;
+      }
+
+      return recipientUser.id === userId;
+    })
+    .with({ type: DocumentAuth.PASSKEY }, async ({ authenticationResponse, tokenReference }) => {
+      if (!userId) {
+        return false;
+      }
+
+      return await isPasskeyAuthValid({
+        userId,
+        authenticationResponse,
+        tokenReference,
+      });
+    })
+    .with({ type: DocumentAuth['2FA'] }, async ({ token }) => {
+      if (!userId) {
+        return false;
+      }
+
+      const user = await prisma.user.findFirst({
+        where: {
+          id: userId,
+        },
+      });
+
+      // Should not be possible.
+      if (!user) {
+        throw new AppError(AppErrorCode.NOT_FOUND, 'User not found');
+      }
+
+      return await verifyTwoFactorAuthenticationToken({
+        user,
+        totpCode: token,
+      });
+    })
+    .exhaustive();
+};
+
+type VerifyPasskeyOptions = {
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId: number;
+
+  /**
+   * The secondary ID of the verification token.
+   */
+  tokenReference: string;
+
+  /**
+   * The response from the passkey authenticator.
+   */
+  authenticationResponse: TAuthenticationResponseJSONSchema;
+
+  /**
+   * Whether to throw errors when the user fails verification instead of returning
+   * false.
+   */
+  throwError?: boolean;
+};
+
+/**
+ * Whether the provided passkey authenticator response is valid and the user is
+ * authenticated.
+ */
+const isPasskeyAuthValid = async (options: VerifyPasskeyOptions): Promise<boolean> => {
+  return verifyPasskey(options)
+    .then(() => true)
+    .catch(() => false);
+};
+
+/**
+ * Verifies whether the provided passkey authenticator is valid and the user is
+ * authenticated.
+ *
+ * Will throw an error if the user should not be authenticated.
+ */
+const verifyPasskey = async ({
+  userId,
+  tokenReference,
+  authenticationResponse,
+}: VerifyPasskeyOptions): Promise<void> => {
+  const passkey = await prisma.passkey.findFirst({
+    where: {
+      credentialId: Buffer.from(authenticationResponse.id, 'base64'),
+      userId,
+    },
+  });
+
+  const verificationToken = await prisma.verificationToken
+    .delete({
+      where: {
+        userId,
+        secondaryId: tokenReference,
+      },
+    })
+    .catch(() => null);
+
+  if (!passkey) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Passkey not found');
+  }
+
+  if (!verificationToken) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Token not found');
+  }
+
+  if (verificationToken.expires < new Date()) {
+    throw new AppError(AppErrorCode.EXPIRED_CODE, 'Token expired');
+  }
+
+  const { rpId, origin } = getAuthenticatorOptions();
+
+  const verification = await verifyAuthenticationResponse({
+    response: authenticationResponse,
+    expectedChallenge: verificationToken.token,
+    expectedOrigin: origin,
+    expectedRPID: rpId,
+    authenticator: {
+      credentialID: new Uint8Array(Array.from(passkey.credentialId)),
+      credentialPublicKey: new Uint8Array(passkey.credentialPublicKey),
+      counter: Number(passkey.counter),
+    },
+  }).catch(() => null); // May want to log this for insights.
+
+  if (verification?.verified !== true) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'User is not authorized');
+  }
+
+  await prisma.passkey.update({
+    where: {
+      id: passkey.id,
+    },
+    data: {
+      lastUsedAt: new Date(),
+      counter: verification.authenticationInfo.newCounter,
+    },
+  });
+};

packages/lib/server-only/document/send-completed-email.ts

@@ -95,7 +95,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
         data: {
           emailType: 'DOCUMENT_COMPLETED',
           recipientEmail: owner.email,
-          recipientName: owner.name,
+          recipientName: owner.name ?? '',
           recipientId: owner.id,
           recipientRole: 'OWNER',
           isResending: false,

packages/lib/server-only/document/update-document-settings.ts

@@ -0,0 +1,162 @@
+'use server';
+
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { CreateDocumentAuditLogDataResponse } from '@documenso/lib/utils/document-audit-logs';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
+
+export type UpdateDocumentSettingsOptions = {
+  userId: number;
+  teamId?: number;
+  documentId: number;
+  data: {
+    title?: string;
+    globalAccessAuth?: TDocumentAccessAuthTypes | null;
+    globalActionAuth?: TDocumentActionAuthTypes | null;
+  };
+  requestMetadata?: RequestMetadata;
+};
+
+export const updateDocumentSettings = async ({
+  userId,
+  teamId,
+  documentId,
+  data,
+  requestMetadata,
+}: UpdateDocumentSettingsOptions) => {
+  if (!data.title && !data.globalAccessAuth && !data.globalActionAuth) {
+    throw new AppError(AppErrorCode.INVALID_BODY, 'Missing data to update');
+  }
+
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+  });
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+  });
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  const documentGlobalAccessAuth = documentAuthOption?.globalAccessAuth ?? null;
+  const documentGlobalActionAuth = documentAuthOption?.globalActionAuth ?? null;
+
+  // If the new global auth values aren't passed in, fallback to the current document values.
+  const newGlobalAccessAuth =
+    data?.globalAccessAuth === undefined ? documentGlobalAccessAuth : data.globalAccessAuth;
+  const newGlobalActionAuth =
+    data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
+
+  const isTitleSame = data.title === document.title;
+  const isGlobalAccessSame = documentGlobalAccessAuth === newGlobalAccessAuth;
+  const isGlobalActionSame = documentGlobalActionAuth === newGlobalActionAuth;
+
+  const auditLogs: CreateDocumentAuditLogDataResponse[] = [];
+
+  if (!isTitleSame && document.status !== DocumentStatus.DRAFT) {
+    throw new AppError(
+      AppErrorCode.INVALID_BODY,
+      'You cannot update the title if the document has been sent',
+    );
+  }
+
+  if (!isTitleSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: document.title,
+          to: data.title || '',
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalAccessSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalAccessAuth,
+          to: newGlobalAccessAuth,
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalActionSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalActionAuth,
+          to: newGlobalActionAuth,
+        },
+      }),
+    );
+  }
+
+  // Early return if nothing is required.
+  if (auditLogs.length === 0) {
+    return document;
+  }
+
+  return await prisma.$transaction(async (tx) => {
+    const authOptions = createDocumentAuthOptions({
+      globalAccessAuth: newGlobalAccessAuth,
+      globalActionAuth: newGlobalActionAuth,
+    });
+
+    const updatedDocument = await tx.document.update({
+      where: {
+        id: documentId,
+      },
+      data: {
+        title: data.title,
+        authOptions,
+      },
+    });
+
+    await tx.documentAuditLog.createMany({
+      data: auditLogs,
+    });
+
+    return updatedDocument;
+  });
+};

packages/lib/server-only/document/viewed-document.ts

@@ -5,15 +5,21 @@ import { prisma } from '@documenso/prisma';
 import { ReadStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import type { TDocumentAccessAuthTypes } from '../../types/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { getDocumentAndRecipientByToken } from './get-document-by-token';
 
 export type ViewedDocumentOptions = {
   token: string;
+  recipientAccessAuth?: TDocumentAccessAuthTypes | null;
   requestMetadata?: RequestMetadata;
 };
 
-export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentOptions) => {
+export const viewedDocument = async ({
+  token,
+  recipientAccessAuth,
+  requestMetadata,
+}: ViewedDocumentOptions) => {
   const recipient = await prisma.recipient.findFirst({
     where: {
       token,
@@ -51,12 +57,13 @@ export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentO
           recipientId: recipient.id,
           recipientName: recipient.name,
           recipientRole: recipient.role,
+          accessAuth: recipientAccessAuth || undefined,
         },
       }),
     });
   });
 
-  const document = await getDocumentAndRecipientByToken({ token });
+  const document = await getDocumentAndRecipientByToken({ token, requireAccessAuth: false });
 
   await triggerWebhook({
     event: WebhookTriggerEvents.DOCUMENT_OPENED,

packages/lib/server-only/field/set-fields-for-document.ts

@@ -5,7 +5,7 @@ import {
   diffFieldChanges,
 } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { Field, FieldType } from '@documenso/prisma/client';
+import type { FieldType } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
 
 export interface SetFieldsForDocumentOptions {
@@ -29,7 +29,7 @@ export const setFieldsForDocument = async ({
   documentId,
   fields,
   requestMetadata,
-}: SetFieldsForDocumentOptions): Promise<Field[]> => {
+}: SetFieldsForDocumentOptions) => {
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
@@ -99,7 +99,7 @@ export const setFieldsForDocument = async ({
     });
 
   const persistedFields = await prisma.$transaction(async (tx) => {
-    return await Promise.all(
+    await Promise.all(
       linkedFields.map(async (field) => {
         const fieldSignerEmail = field.signerEmail.toLowerCase();
 
@@ -218,13 +218,5 @@ export const setFieldsForDocument = async ({
     });
   }
 
-  // Filter out fields that have been removed or have been updated.
-  const filteredFields = existingFields.filter((field) => {
-    const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
-    const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
-
-    return !isRemoved && !isUpdated;
-  });
-
-  return [...filteredFields, ...persistedFields];
+  return persistedFields;
 };

packages/lib/server-only/field/sign-field-with-token.ts

@@ -8,15 +8,21 @@ import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/clie
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import type { TRecipientActionAuth } from '../../types/document-auth';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import { isRecipientAuthorized } from '../document/is-recipient-authorized';
 
 export type SignFieldWithTokenOptions = {
   token: string;
   fieldId: number;
   value: string;
   isBase64?: boolean;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -25,6 +31,8 @@ export const signFieldWithToken = async ({
   fieldId,
   value,
   isBase64,
+  userId,
+  authOptions,
   requestMetadata,
 }: SignFieldWithTokenOptions) => {
   const field = await prisma.field.findFirstOrThrow({
@@ -71,6 +79,23 @@ export const signFieldWithToken = async ({
     throw new Error(`Field ${fieldId} has no recipientId`);
   }
 
+  const { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isValid = await isRecipientAuthorized({
+    type: 'ACTION',
+    document: document,
+    recipient: recipient,
+    userId,
+    authOptions,
+  });
+
+  if (!isValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  }
+
   const documentMeta = await prisma.documentMeta.findFirst({
     where: {
       documentId: document.id,
@@ -158,9 +183,11 @@ export const signFieldWithToken = async ({
               data: updatedField.customText,
             }))
             .exhaustive(),
-          fieldSecurity: {
-            type: 'NONE',
-          },
+          fieldSecurity: derivedRecipientActionAuth
+            ? {
+                type: derivedRecipientActionAuth,
+              }
+            : undefined,
         },
       }),
     });

packages/lib/server-only/field/update-field.ts

@@ -1,8 +1,9 @@
 import { prisma } from '@documenso/prisma';
 import type { FieldType, Team } from '@documenso/prisma/client';
 
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { createDocumentAuditLogData, diffFieldChanges } from '../../utils/document-audit-logs';
 
 export type UpdateFieldOptions = {
   fieldId: number;
@@ -33,7 +34,7 @@ export const updateField = async ({
   pageHeight,
   requestMetadata,
 }: UpdateFieldOptions) => {
-  const field = await prisma.field.update({
+  const oldField = await prisma.field.findFirstOrThrow({
     where: {
       id: fieldId,
       Document: {
@@ -55,23 +56,49 @@ export const updateField = async ({
             }),
       },
     },
-    data: {
-      recipientId,
-      type,
-      page: pageNumber,
-      positionX: pageX,
-      positionY: pageY,
-      width: pageWidth,
-      height: pageHeight,
-    },
-    include: {
-      Recipient: true,
-    },
   });
 
-  if (!field) {
-    throw new Error('Field not found');
-  }
+  const field = prisma.$transaction(async (tx) => {
+    const updatedField = await tx.field.update({
+      where: {
+        id: fieldId,
+      },
+      data: {
+        recipientId,
+        type,
+        page: pageNumber,
+        positionX: pageX,
+        positionY: pageY,
+        width: pageWidth,
+        height: pageHeight,
+      },
+      include: {
+        Recipient: true,
+      },
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
+        documentId,
+        user: {
+          id: team?.id ?? user.id,
+          email: team?.name ?? user.email,
+          name: team ? '' : user.name,
+        },
+        data: {
+          fieldId: updatedField.secondaryId,
+          fieldRecipientEmail: updatedField.Recipient?.email ?? '',
+          fieldRecipientId: recipientId ?? -1,
+          fieldType: updatedField.type,
+          changes: diffFieldChanges(oldField, updatedField),
+        },
+        requestMetadata,
+      }),
+    });
+
+    return updatedField;
+  });
 
   const user = await prisma.user.findFirstOrThrow({
     where: {
@@ -99,24 +126,5 @@ export const updateField = async ({
     });
   }
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: 'FIELD_UPDATED',
-      documentId,
-      user: {
-        id: team?.id ?? user.id,
-        email: team?.name ?? user.email,
-        name: team ? '' : user.name,
-      },
-      data: {
-        fieldId: field.secondaryId,
-        fieldRecipientEmail: field.Recipient?.email ?? '',
-        fieldRecipientId: recipientId ?? -1,
-        fieldType: field.type,
-      },
-      requestMetadata,
-    }),
-  });
-
   return field;
 };

packages/lib/server-only/recipient/set-recipients-for-document.ts

@@ -1,12 +1,16 @@
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import {
+  type TRecipientActionAuthTypes,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { nanoid } from '@documenso/lib/universal/id';
 import {
   createDocumentAuditLogData,
   diffRecipientChanges,
 } from '@documenso/lib/utils/document-audit-logs';
+import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
-import type { Recipient } from '@documenso/prisma/client';
 import { RecipientRole } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
 
@@ -19,6 +23,7 @@ export interface SetRecipientsForDocumentOptions {
     email: string;
     name: string;
     role: RecipientRole;
+    actionAuth?: TRecipientActionAuthTypes | null;
   }[];
   requestMetadata?: RequestMetadata;
 }
@@ -29,7 +34,7 @@ export const setRecipientsForDocument = async ({
   documentId,
   recipients,
   requestMetadata,
-}: SetRecipientsForDocumentOptions): Promise<Recipient[]> => {
+}: SetRecipientsForDocumentOptions) => {
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
@@ -112,6 +117,15 @@ export const setRecipientsForDocument = async ({
   const persistedRecipients = await prisma.$transaction(async (tx) => {
     return await Promise.all(
       linkedRecipients.map(async (recipient) => {
+        let authOptions = ZRecipientAuthOptionsSchema.parse(recipient._persisted?.authOptions);
+
+        if (recipient.actionAuth !== undefined) {
+          authOptions = createRecipientAuthOptions({
+            accessAuth: authOptions.accessAuth,
+            actionAuth: recipient.actionAuth,
+          });
+        }
+
         const upsertedRecipient = await tx.recipient.upsert({
           where: {
             id: recipient._persisted?.id ?? -1,
@@ -125,6 +139,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
           create: {
             name: recipient.name,
@@ -135,6 +150,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
         });
 
@@ -188,7 +204,10 @@ export const setRecipientsForDocument = async ({
               documentId: documentId,
               user,
               requestMetadata,
-              data: baseAuditLog,
+              data: {
+                ...baseAuditLog,
+                actionAuth: recipient.actionAuth || undefined,
+              },
             }),
           });
         }
@@ -227,17 +246,5 @@ export const setRecipientsForDocument = async ({
     });
   }
 
-  // Filter out recipients that have been removed or have been updated.
-  const filteredRecipients: Recipient[] = existingRecipients.filter((recipient) => {
-    const isRemoved = removedRecipients.find(
-      (removedRecipient) => removedRecipient.id === recipient.id,
-    );
-    const isUpdated = persistedRecipients.find(
-      (persistedRecipient) => persistedRecipient.id === recipient.id,
-    );
-
-    return !isRemoved && !isUpdated;
-  });
-
-  return [...filteredRecipients, ...persistedRecipients];
+  return persistedRecipients;
 };