Merge branch 'main' into feature/pdf-placeholder-selection-fields

Adds a dedicated self-hosting page documenting how to apply an
Enterprise license key, and cross-links it from the related docs.

New page: self-hosting/configuration/license.mdx — "Apply Your License
Key"
Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run /
.env tabs)

.agents/plans/brisk-cobalt-river-pdf-placeholder-selection-fields.md

@@ -0,0 +1,222 @@
+---
+date: 2026-05-07
+title: Pdf Placeholder Selection Fields
+---
+
+## Summary
+
+Extend PDF placeholders so radio and dropdown fields can be configured from the existing Documenso placeholder syntax:
+
+```text
+{{FIELD_TYPE, RECIPIENT, key=value, key=value}}
+```
+
+Do not introduce a new delimiter style. Existing applications may already generate placeholders in this format, so the new selection-field behavior should fit into it.
+
+## Goals
+
+- Keep the current placeholder grammar unchanged.
+- Support checkbox placeholders with option lists, checked values, validation, direction, required, read-only, and font size.
+- Support radio placeholders with option lists, default/preselected values, direction, required, read-only, and font size.
+- Support dropdown placeholders with option lists, default value, required, read-only, and font size.
+- Use `options` as the only public list key in PDF placeholders.
+- Convert `options` into internal `fieldMeta.values` during parsing.
+- Make generated fields usable immediately in the editor, signing UI, preview renderer, and final PDF export.
+
+## Non-Goals
+
+- No semicolon placeholder syntax.
+- No `values` alias in PDF placeholder syntax.
+- No database migration.
+- No behavior change for existing placeholders such as `{{text, r1, required=true}}`.
+
+## Placeholder Syntax
+
+Use the existing comma-separated placeholder format:
+
+```text
+{{checkbox, r1, options=Email|SMS|Phone, checked=Email|Phone, validationRule=atLeast, validationLength=1}}
+{{radio, r1, options=Card|Bank transfer|Check, defaultValue=Check}}
+{{radio, r1, options=Basic|Pro|Enterprise, selected=Pro, direction=horizontal}}
+{{dropdown, r1, options=United States|Canada|United Kingdom}}
+{{dropdown, r2, options=Sales|Legal|Finance, defaultValue=Legal}}
+```
+
+Use `|` inside `options` because `,` is already the top-level placeholder delimiter.
+
+Parsing rules:
+
+- Split top-level placeholder tokens on unescaped commas.
+- Split metadata tokens on the first unescaped equals sign.
+- Split `options` on unescaped pipes.
+- Trim option values and drop empty values.
+- Preserve option order.
+- Support escaped delimiters: `\,`, `\=`, and `\|`.
+- Treat field type values case-insensitively.
+
+## Field Type Mapping
+
+- `checkbox` maps to `FieldType.CHECKBOX`.
+- `radio` maps to `FieldType.RADIO`.
+- `dropdown` maps to `FieldType.DROPDOWN`.
+
+## Metadata Mapping
+
+### Checkbox
+
+Example:
+
+```text
+{{checkbox, r1, options=Email|SMS|Phone, checked=Email|Phone, validationRule=atLeast, validationLength=1}}
+```
+
+Normalize to:
+
+```ts
+{
+  type: FieldType.CHECKBOX,
+  fieldMeta: {
+    type: 'checkbox',
+    validationRule: 'Select at least',
+    validationLength: 1,
+    values: [
+      { id: 1, value: 'Email', checked: true },
+      { id: 2, value: 'SMS', checked: false },
+      { id: 3, value: 'Phone', checked: true },
+    ],
+  },
+}
+```
+
+Accepted keys:
+
+- `options`
+- `checked`
+- `direction=vertical|horizontal`
+- `validationRule=atLeast|exactly|atMost`
+- `validationLength=1`
+- `required=true|false`
+- `readOnly=true|false`
+- `fontSize=12`
+
+Map checkbox validation aliases internally: `atLeast` -> `Select at least`, `exactly` -> `Select exactly`, `atMost` -> `Select at most`.
+
+Checkbox placeholders do not support `label` or `placeholder` metadata.
+
+### Radio
+
+Example:
+
+```text
+{{radio, r1, options=Card|Bank transfer|Check, selected=Bank transfer}}
+```
+
+Normalize to:
+
+```ts
+{
+  type: FieldType.RADIO,
+  fieldMeta: {
+    type: 'radio',
+    values: [
+      { id: 1, value: 'Card', checked: false },
+      { id: 2, value: 'Bank transfer', checked: true },
+      { id: 3, value: 'Check', checked: false },
+    ],
+  },
+}
+```
+
+Accepted keys:
+
+- `options`
+- `selected`, `default`, or `defaultValue`
+- `direction=vertical|horizontal`
+- `required=true|false`
+- `readOnly=true|false`
+- `fontSize=12`
+
+Radio placeholders do not support `label` or `placeholder` metadata.
+
+### Dropdown
+
+Example:
+
+```text
+{{dropdown, r1, options=Sales|Legal|Finance, defaultValue=Legal}}
+```
+
+Normalize to:
+
+```ts
+{
+  type: FieldType.DROPDOWN,
+  fieldMeta: {
+    type: 'dropdown',
+    values: [{ value: 'Sales' }, { value: 'Legal' }, { value: 'Finance' }],
+    defaultValue: 'Legal',
+  },
+}
+```
+
+Accepted keys:
+
+- `options`
+- `selected`, `default`, or `defaultValue`
+- `required=true|false`
+- `readOnly=true|false`
+- `fontSize=12`
+
+`defaultValue` should only be set if it matches one parsed option.
+
+Dropdown placeholders do not support `label` or `placeholder` metadata.
+
+## Code Touchpoints
+
+- `packages/lib/server-only/pdf/helpers.ts`
+  - Extend `parseFieldMetaFromPlaceholder` so `options` normalizes into checkbox/radio/dropdown `fieldMeta.values`.
+  - Add delimiter-aware helpers for commas, equals signs, and pipes.
+- `packages/lib/server-only/pdf/auto-place-fields.ts`
+  - Replace plain comma splitting with delimiter-aware splitting.
+  - Preserve the existing positional structure: field type, recipient, metadata.
+- `packages/lib/types/field-meta.ts`
+  - Keep current internal schemas: checkbox/radio/dropdown still store options as `fieldMeta.values`.
+- `packages/ui/primitives/document-flow/field-content.tsx`
+  - Display a radio fallback when a placeholder-created radio has no options.
+- Docs:
+  - `apps/docs/content/docs/users/documents/advanced/pdf-placeholders.mdx`
+  - `apps/docs/content/docs/developers/api/fields.mdx`
+
+## Test Plan
+
+Unit tests:
+
+- `options=Yes|No|Maybe` becomes stable radio values.
+- `selected=No` marks only the matching radio option checked.
+- Checkbox `options`, `checked`, `validationRule`, and `validationLength` normalize correctly.
+- Dropdown `options` and `defaultValue` normalize correctly.
+- Escaped delimiters parse correctly, for example `options=Sales\|Ops|Legal\, Compliance|A\=B`.
+
+E2E/API tests:
+
+- Add a PDF fixture with checkbox, radio, and dropdown placeholders using the current syntax.
+- Verify created fields have schema-compatible metadata and expected options/defaults.
+
+Suggested verification:
+
+```bash
+npm run test -w @documenso/lib -- server-only/pdf/helpers.test.ts
+npm run test:dev -w @documenso/app-tests -- e2e/auto-placing-fields/auto-place-fields-document.spec.ts
+npm run test:dev -w @documenso/app-tests -- e2e/envelope-editor-v2/envelope-fields.spec.ts
+npx tsc --noEmit -p packages/lib/tsconfig.json
+npx tsc --noEmit -p apps/remix/tsconfig.json
+```
+
+Do not use `npm run build` for routine verification unless explicitly requested.
+
+## Decisions
+
+- Keep the existing placeholder format.
+- Use only `options` publicly.
+- Keep `values` as an internal metadata field only.
+- Use `|` as the option delimiter inside `options`.

apps/docs/content/docs/policies/enterprise-edition.mdx

@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
     4. Restart your Documenso instance
     5. Verify the license is active in the **Admin Panel** under the **Stats** section
 
+    See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
+
   </Accordion>
 </Accordions>
 
@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
     1. Sign the Enterprise license agreement
     2. Receive license key and access credentials
     3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
-    4. Configure Enterprise features with support assistance
+    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
 
   </Step>
   <Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.
 
 ## Related
 
+- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
 - [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
 - [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
 - [Support](/docs/policies/support) - Support channels and response times

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

@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
 
 ## Enterprise Features
 
-These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
+These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
 
 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
+| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
 | `NEXT_PRIVATE_STRIPE_API_KEY`        | Stripe API key for billing                       |
 | `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret                            |
 | `NEXT_PRIVATE_SES_ACCESS_KEY_ID`     | AWS SES access key for email domain verification |

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

@@ -0,0 +1,107 @@
+---
+title: Apply Your License Key
+description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
+
+<Callout type="info">
+  The license key applies to your **whole instance**, not an individual user account. There's one
+  key per deployment.
+</Callout>
+
+## Prerequisites
+
+- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
+  Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
+  See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
+- A running self-hosted Documenso instance that you're able to restart
+
+## Step 1: Set the environment variable
+
+Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
+
+<Tabs items={['Docker Compose', 'docker run', '.env']}>
+<Tab value="Docker Compose">
+
+Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+Then apply it:
+
+```bash
+docker compose up -d
+```
+
+</Tab>
+<Tab value="docker run">
+
+```bash
+docker run -d \
+  --name documenso \
+  -e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
+  documenso/documenso:latest
+```
+
+</Tab>
+<Tab value=".env">
+
+If you're running Documenso directly (not in a container), add the variable to your `.env` file:
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+</Tab>
+</Tabs>
+
+## Step 2: Restart the instance
+
+The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
+
+```bash
+# Docker Compose
+docker compose restart documenso
+
+# Docker
+docker restart documenso
+```
+
+On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
+
+## What the license enables
+
+A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
+
+- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
+- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
+
+## Troubleshooting
+
+<Accordions type="multiple">
+  <Accordion title="Enterprise features are still unavailable after applying the key">
+    - Confirm the key is present in the environment the running process actually reads — `docker
+      exec` into the container and check `env | grep LICENSE` if unsure.
+    - Confirm the instance was fully restarted after the variable was set, not just reloaded.
+    - Re-copy the key to rule out truncation or accidental whitespace.
+  </Accordion>
+  <Accordion title="A specific feature still isn't working">
+    Instance-wide features (like CSC signing) also need their own configuration — an active license
+    alone isn't enough. Check that feature's guide to confirm the required settings are in place.
+    Per-organisation features additionally need to be provisioned for the organisation that's using
+    them.
+  </Accordion>
+</Accordions>
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
+- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
+- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing

apps/docs/content/docs/self-hosting/configuration/meta.json

@@ -2,6 +2,7 @@
   "title": "Configuration",
   "pages": [
     "environment",
+    "license",
     "database",
     "email",
     "storage",

apps/docs/content/docs/self-hosting/configuration/signing-certificate/csc-qes.mdx

@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
 
 ### Enterprise Edition license
 
-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
 
 </Step>
 <Step>

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

@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
 
 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
 
-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
 
 ---
 

apps/docs/content/docs/users/documents/advanced/pdf-placeholders.mdx

@@ -109,6 +109,37 @@ You can customize fields by adding options after the recipient identifier:
 | `maxValue`     | Number        | Maximum allowed value |
 | `numberFormat` | Format string | Number display format |
 
+### Selection Field Options
+
+Checkbox, radio, and dropdown placeholders can define their selectable choices via the `options` property.
+Separate choices with pipe (`|`) characters.
+Checkbox, radio, and dropdown placeholders do not support `label` or `placeholder` metadata.
+
+| Option             | Applies To                | Values                   | Description                              |
+| ------------------ | ------------------------- | ------------------------ | ---------------------------------------- |
+| `options`          | Checkbox, Radio, Dropdown | `Option 1|Option 2`      | Selectable choices                       |
+| `checked`          | Checkbox                  | `Option 1|Option 2`      | Pre-checked choices                      |
+| `selected`         | Radio, Dropdown           | One option value         | Pre-selected/default choice              |
+| `default`          | Radio, Dropdown           | One option value         | Alias for `selected`                     |
+| `defaultValue`     | Radio, Dropdown           | One option value         | Alias for `selected`                     |
+| `direction`        | Checkbox, Radio           | `vertical`, `horizontal` | Option layout                            |
+| `validationRule`   | Checkbox                  | `atLeast`, `exactly`, `atMost` | Checkbox selection validation rule       |
+| `validationLength` | Checkbox                  | Number (e.g., `1`)       | Checkbox validation option count         |
+| `required`         | Checkbox, Radio, Dropdown | `true`, `false`          | Whether the field must be completed      |
+| `readOnly`         | Checkbox, Radio, Dropdown | `true`, `false`          | Whether the pre-selected value is locked |
+| `fontSize`         | Checkbox, Radio, Dropdown | Number (e.g., `12`)      | Field text size                          |
+
+For checkbox validation, `validationLength` defines the option count:
+- `atLeast` means at least that many options must be selected
+- `exactly` means exactly that many options must be selected
+- `atMost` means at most that many options must be selected
+
+If an option needs a literal delimiter, escape it with a backslash:
+
+```
+{{dropdown, r1, options=Sales\|Ops|Legal\, Compliance|A\=B}}
+```
+
 ### Examples with Options
 
 ```
@@ -116,6 +147,10 @@ You can customize fields by adding options after the recipient identifier:
 {{number, r1, minValue=0, maxValue=100, value=50}}
 {{name, r1, fontSize=14}}
 {{text, r2, readOnly=true, text=Contract #12345}}
+{{checkbox, r1, options=Email|SMS|Phone, checked=Email|Phone, validationRule=atLeast, validationLength=1}}
+{{radio, r1, options=Card|Bank transfer|Check, selected=Check}}
+{{dropdown, r1, options=United States|Canada|United Kingdom}}
+{{dropdown, r2, options=Sales|Legal|Finance, defaultValue=Legal}}
 ```
 
 <Callout type="info">

apps/remix/app/components/dialogs/folder-create-dialog.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';
 
 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });
 
 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
       toast({
         description: t`Folder created successfully`,
       });
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: t`Failed to create folder`,
         description: t`An unknown error occurred while creating the folder.`,

apps/remix/app/components/dialogs/folder-update-dialog.tsx

@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
   folder: TFolderWithSubfolders | null;
   isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   visibility: z.nativeEnum(DocumentVisibility).optional(),
 });
 
@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
 
 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
   const { t } = useLingui();
-  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();

apps/remix/app/components/dialogs/passkey-create-dialog.tsx

@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });
 
 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;

apps/remix/app/components/dialogs/team-email-update-dialog.tsx

@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -19,16 +20,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
   teamEmail: TeamEmail;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZUpdateTeamEmailFormSchema = z.object({
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+  data: true,
-});
+}).shape.data;
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
@@ -44,6 +45,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
     defaultValues: {
       name: teamEmail.name,
     },
+    mode: 'onSubmit',
   });
 
   const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();

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

@@ -1,5 +1,10 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
 import { cn } from '@documenso/ui/lib/utils';
@@ -23,15 +28,15 @@ import { useCspNonce } from '~/utils/nonce';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
 
-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
-
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
   brandingLogo: z
     .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
+    .refine(
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
     .nullish(),
   brandingUrl: z.string().url().optional().or(z.literal('')),
   brandingCompanyDetails: z.string().max(500).optional(),
@@ -245,7 +250,7 @@ export function BrandingPreferencesForm({
                       <FormControl className="relative">
                         <Input
                           type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                           disabled={!isBrandingEnabled}
                           onChange={(e) => {
                             const file = e.target.files?.[0];

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

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
   Form,
   FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
-  fromName: z.string().min(1),
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
   host: z.string().optional(),

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

@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';

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

@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';

apps/remix/app/components/general/admin-global-settings-section.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';
 
 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 
@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
   settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
   isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };
 
-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
   const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
 
   if (!settings) {
     return null;
   }
 
-  const textValue = (value: string | null | undefined) => {
+  const notSet = <Trans>Not set</Trans>;
-    if (value === null || value === undefined) {
+
-      return notSetLabel;
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
     }
 
-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
   };
 
-  const brandingTextValue = (value: string | null | undefined) => {
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
-    if (value === null || value === undefined || value.trim() === '') {
+    if (value && value.trim() !== '') {
-      return notSetLabel;
+      return value;
     }
 
-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
   };
 
-  const booleanValue = (value: boolean | null | undefined) => {
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
-    if (value === null || value === undefined) {
+
-      return notSetLabel;
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
     }
 
-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
   };
 
   const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
     <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
       <DetailsCard label={<Trans>Document visibility</Trans>}>
         <DetailsValue>
-          {settings.documentVisibility != null
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
         </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
       </DetailsCard>
 
       {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
       )}
 
       <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
       </DetailsCard>
     </div>
   );

apps/remix/app/components/general/claim-account.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
 
 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
 
 export const ZClaimAccountFormSchema = z
   .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
     email: zEmail().min(1),
     password: ZPasswordSchema,
   })

apps/remix/app/components/general/claim-limit-fields.tsx

@@ -1,11 +1,4 @@
-import {
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
 
 import { RateLimitArrayInput } from './rate-limit-array-input';
 
+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
   control: Control<T>;
   /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
   disabled?: boolean;
 };
 
+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
   control,
   prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
   const name = (key: string) => `${prefix}${key}` as Path<T>;
 
-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
           <FormControl>
             <Input
               type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
               onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
             />
           </FormControl>
-          <FormDescription>{description}</FormDescription>
           <FormMessage />
         </FormItem>
       )}
     />
   );
 
-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
           <FormControl>
             <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
           </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
   );
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
+    <div className="space-y-3">
-      <FormLabel>
+      <div>
-        <Trans>Limits</Trans>
+        <h3 className="font-semibold text-base">
-      </FormLabel>
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>
 
-      {renderQuotaField(
+      <div className="overflow-hidden rounded-lg border">
-        'documentQuota',
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
-        <Trans>Monthly document quota</Trans>,
+          {limitGroups.map((group) => (
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+            <div key={group.quotaKey} className="space-y-4 p-4">
-      )}
+              <h4 className="font-semibold text-sm">{group.title}</h4>
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
 
-      {renderQuotaField(
+              {renderQuotaField(group)}
-        'emailQuota',
+              {renderRateLimitField(group)}
-        <Trans>Monthly email quota</Trans>,
+            </div>
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+          ))}
-      )}
+        </div>
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
+      </div>
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
     </div>
   );
 };

apps/remix/app/components/general/organisation-usage-panel.tsx

@@ -1,13 +1,38 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import {
+  getQuotaUsagePercent,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from '@documenso/lib/universal/quota-usage';
+import { cn } from '@documenso/ui/lib/utils';
+import type { BadgeProps } from '@documenso/ui/primitives/badge';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import { useState } from 'react';
+import type { LucideIcon } from 'lucide-react';
-import { match } from 'ts-pattern';
+import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useId, useState } from 'react';
+
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
 
+type CapacityUsage = {
+  members: number;
+  teams: number;
+};
+
+type UsageRow = {
+  counter: 'document' | 'email' | 'api';
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  effectiveLimit: number | null;
+};
+
 type OrganisationUsagePanelProps = {
   organisationId: string;
   monthlyStats: Pick<
@@ -15,13 +40,151 @@ type OrganisationUsagePanelProps = {
     'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
   >[];
   organisationClaim: OrganisationClaim;
+  capacityUsage?: CapacityUsage;
+};
+
+type UsageCardState = {
+  status: {
+    label: ReactNode;
+    variant: NonNullable<BadgeProps['variant']>;
+  };
+  percent: number;
+  hasFiniteLimit: boolean;
+  progressClassName: string;
+  subtext: ReactNode;
+};
+
+type UsageCardStateOptions = {
+  used: number;
+  limit: number | null | undefined;
+  footnote?: ReactNode;
+};
+
+const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
+  const percent = getQuotaUsagePercent(used, limit ?? null);
+  const hasFiniteLimit = Boolean(limit && limit > 0);
+
+  if (limit === null || limit === undefined) {
+    return {
+      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (limit === 0) {
+    return {
+      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? <Trans>Resource blocked</Trans>,
+    };
+  }
+
+  if (used > limit) {
+    return {
+      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-destructive',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaExceeded(limit, used)) {
+    return {
+      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaNearing(limit, used)) {
+    return {
+      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  return {
+    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
+    percent,
+    hasFiniteLimit,
+    progressClassName: '',
+    subtext: footnote ?? null,
+  };
+};
+
+type UsageStatCardProps = {
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  limit: number | null | undefined;
+  /** When true the card is a plain counter with no limit, status or progress. */
+  countOnly?: boolean;
+  footnote?: ReactNode;
+  action?: ReactNode;
+};
+
+const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
+  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
+
+  return (
+    <div className="flex flex-col rounded-lg border bg-background p-5">
+      <div className="flex items-center justify-between gap-3">
+        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
+          <Icon className="h-4 w-4 text-muted-foreground" />
+          <span>{label}</span>
+        </div>
+
+        {!countOnly && (
+          <Badge variant={status.variant} size="small">
+            {status.label}
+          </Badge>
+        )}
+      </div>
+
+      <div className="mt-4 flex flex-1 flex-col">
+        <div className="flex items-baseline justify-between gap-2">
+          <div className="flex items-baseline gap-1.5">
+            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
+              {used.toLocaleString()}
+            </span>
+            {hasFiniteLimit ? (
+              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
+            ) : null}
+          </div>
+
+          {hasFiniteLimit ? (
+            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
+          ) : null}
+        </div>
+
+        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
+
+        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
+      </div>
+
+      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
+    </div>
+  );
 };
 
 export const OrganisationUsagePanel = ({
   organisationId,
   monthlyStats,
   organisationClaim,
+  capacityUsage,
 }: OrganisationUsagePanelProps) => {
+  const monthlyUsagePeriodId = useId();
   const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
 
   const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -30,86 +193,105 @@ export const OrganisationUsagePanel = ({
   // current period), so only offer the reset action when viewing the current month.
   const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
 
-  const rows = [
+  const capacityRows = capacityUsage
+    ? [
+        {
+          key: 'members',
+          label: <Trans>Members</Trans>,
+          icon: UsersIcon,
+          used: capacityUsage.members,
+          limit: normalizeCapacityLimit(organisationClaim.memberCount),
+        },
+        {
+          key: 'teams',
+          label: <Trans>Teams</Trans>,
+          icon: UsersRoundIcon,
+          used: capacityUsage.teams,
+          limit: normalizeCapacityLimit(organisationClaim.teamCount),
+        },
+      ]
+    : [];
+
+  const monthlyRows: UsageRow[] = [
     {
-      counter: 'document' as const,
+      counter: 'document',
       label: <Trans>Documents</Trans>,
+      icon: FileIcon,
       used: selectedStat?.documentCount ?? 0,
       effectiveLimit: organisationClaim.documentQuota,
     },
     {
-      counter: 'email' as const,
+      counter: 'email',
       label: <Trans>Emails</Trans>,
+      icon: MailIcon,
       used: selectedStat?.emailCount ?? 0,
       effectiveLimit: organisationClaim.emailQuota,
     },
     {
-      counter: 'api' as const,
+      counter: 'api',
       label: <Trans>API requests</Trans>,
+      icon: PlugIcon,
       used: selectedStat?.apiCount ?? 0,
       effectiveLimit: organisationClaim.apiQuota,
     },
   ];
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
+    <div className="mt-4 space-y-6">
-      <div className="flex items-center justify-between gap-2">
+      {capacityRows.length > 0 ? (
-        <h3 className="font-medium text-sm">
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
+          {capacityRows.map((row) => (
-        </h3>
+            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
+          ))}
+        </div>
+      ) : null}
 
-        {monthlyStats.length > 0 && (
+      <div className="space-y-3">
-          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-            <SelectTrigger className="w-40">
+          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
-              <SelectValue />
+            <Trans>Monthly usage</Trans>
-            </SelectTrigger>
+          </h3>
-            <SelectContent>
-              {monthlyStats.map((stat) => (
-                <SelectItem key={stat.period} value={stat.period}>
-                  {stat.period}
-                </SelectItem>
-              ))}
-            </SelectContent>
-          </Select>
-        )}
-      </div>
 
-      {rows.map((row) => {
+          {monthlyStats.length > 0 ? (
-        const percent =
+            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-          row.effectiveLimit && row.effectiveLimit > 0
+              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
-            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
+                <SelectValue />
-            : 0;
+              </SelectTrigger>
+              <SelectContent>
+                {monthlyStats.map((stat) => (
+                  <SelectItem key={stat.period} value={stat.period}>
+                    {stat.period}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          ) : null}
+        </div>
 
-        return (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          <div key={row.counter} className="space-y-1">
+          {monthlyRows.map((row) => (
-            <div className="flex items-center justify-between text-sm">
+            <UsageStatCard
-              <span>{row.label}</span>
+              key={row.counter}
-              <span className="text-muted-foreground">
+              label={row.label}
-                {row.used} /{' '}
+              icon={row.icon}
-                {match(row.effectiveLimit)
+              used={row.used}
-                  .with(null, () => <Trans>Unlimited</Trans>)
+              limit={row.effectiveLimit}
-                  .with(0, () => <Trans>Blocked</Trans>)
+              action={
-                  .otherwise(String)}
+                selectedStat && isCurrentPeriod ? (
-              </span>
+                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-            </div>
+                ) : undefined
+              }
+            />
+          ))}
 
-            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
+          <UsageStatCard
-
+            label={<Trans>Reports</Trans>}
-            {selectedStat && isCurrentPeriod && (
+            icon={MailOpenIcon}
-              <div className="flex w-full justify-end pt-1">
+            used={selectedStat?.emailReports ?? 0}
-                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+            limit={null}
-              </div>
+            countOnly
-            )}
+            footnote={<Trans>Sent this period</Trans>}
-          </div>
+          />
-        );
-      })}
-
-      <div className="space-y-1">
-        <div className="flex items-center justify-between text-sm">
-          <span>
-            <Trans>Reports</Trans>
-          </span>
-          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
         </div>
       </div>
     </div>

apps/remix/app/components/general/organisation-usage-reset-button.tsx

@@ -2,6 +2,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
+import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 type OrganisationUsageResetButtonProps = {
@@ -32,6 +33,7 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
       loading={isPending}
       onClick={() => reset({ organisationId, counter })}
     >
+      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
       <Trans>Reset</Trans>
     </Button>
   );

apps/remix/app/components/general/rate-limit-array-input.tsx

@@ -1,7 +1,9 @@
+import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
+import { useState } from 'react';
 
 type RateLimitEntryValue = { window: string; max: number };
 
@@ -11,50 +13,153 @@ type RateLimitArrayInputProps = {
   disabled?: boolean;
 };
 
+const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
+
+/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
+const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
+
+/** Keep in-progress rows; drop rows that are completely empty. */
+const persistEntries = (entries: RateLimitEntryValue[]) => {
+  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
+};
+
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const entries = value ?? [];
+  const { t } = useLingui();
+  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
+
+  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
+
+  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
+    const window = entry.window.trim();
+
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    if (window === '') {
+      return t`Enter a window, e.g. 5m`;
+    }
+
+    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
+      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
+    }
+
+    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
+      return otherIndex !== index && otherEntry.window.trim() === window;
+    });
+
+    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
+  };
+
+  const getMaxError = (entry: RateLimitEntryValue) => {
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
+  };
 
   const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    if (index >= value.length) {
-    onChange(next);
+      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
+
+      if (hasEntryInput(nextDraftEntry)) {
+        onChange(persistEntries([...value, nextDraftEntry]));
+        setDraftEntry(null);
+        return;
+      }
+
+      setDraftEntry(nextDraftEntry);
+      return;
+    }
+
+    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(persistEntries(next));
   };
 
   const removeEntry = (index: number) => {
-    onChange(entries.filter((_, i) => i !== index));
+    if (index >= value.length) {
+      setDraftEntry(null);
+      return;
+    }
+
+    const next = value.filter((_, i) => i !== index);
+    onChange(persistEntries(next));
   };
 
   const addEntry = () => {
-    onChange([...entries, { window: '5m', max: 100 }]);
+    setDraftEntry(EMPTY_ENTRY);
   };
 
+  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
+  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
+
   return (
     <div className="space-y-2">
-      {entries.map((entry, index) => (
+      <div className="flex items-center gap-2 text-muted-foreground text-xs">
-        <div key={index} className="flex items-center gap-2">
+        <span className="w-20 shrink-0">
-          <Input
+          <Trans>Window</Trans>
-            className="w-24"
+        </span>
-            placeholder="5m"
+        <span className="flex-1">
-            value={entry.window}
+          <Trans>Max requests</Trans>
-            disabled={disabled}
+        </span>
-            onChange={(e) => updateEntry(index, { window: e.target.value })}
+        <span className="w-9 shrink-0" aria-hidden="true" />
-          />
+      </div>
-          <Input
-            className="w-32"
-            type="number"
-            min={1}
-            value={entry.max}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-          />
-          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
-            <Trash2Icon className="h-4 w-4" />
-          </Button>
-        </div>
-      ))}
 
-      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
+      {entries.map((entry, index) => {
+        const windowError = getWindowError(entry, index);
+        const maxError = getMaxError(entry);
+
+        return (
+          <div key={index} className="space-y-1">
+            <div className="flex items-center gap-2">
+              <Input
+                className="w-20 shrink-0"
+                placeholder="5m"
+                value={entry.window}
+                disabled={disabled}
+                aria-invalid={Boolean(windowError)}
+                onChange={(e) => updateEntry(index, { window: e.target.value })}
+              />
+              <Input
+                className="flex-1"
+                type="number"
+                min={1}
+                placeholder="100"
+                value={entry.max || ''}
+                disabled={disabled}
+                aria-invalid={Boolean(maxError)}
+                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+              />
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
+                disabled={disabled}
+                aria-label={t`Remove rate limit`}
+                onClick={() => removeEntry(index)}
+              >
+                <Trash2Icon className="h-4 w-4" />
+              </Button>
+            </div>
+
+            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
+            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
+          </div>
+        );
+      })}
+
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        className="w-full border-dashed"
+        disabled={isAddDisabled}
+        onClick={addEntry}
+      >
         <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit</Trans>
+        <Trans>Add rate limit window</Trans>
       </Button>
     </div>
   );

apps/remix/app/components/tables/settings-security-passkey-table-actions.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,7 +30,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };
 
 const ZUpdatePasskeySchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
 });
 
 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -8,6 +8,7 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
+import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -30,7 +31,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -42,7 +43,6 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
-import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,54 +268,32 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <GenericOrganisationAdminForm organisation={organisation} />
 
-      <div className="mt-6 rounded-lg border p-4">
+      <SettingsHeader
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+        title={t`Organisation usage`}
-          <div>
+        subtitle={t`Current usage against organisation limits.`}
-            <p className="font-medium text-sm">
+        className="mt-6"
-              <Trans>Organisation usage</Trans>
+        hideDivider
-            </p>
+      />
-            <p className="mt-1 text-muted-foreground text-sm">
-              <Trans>Current usage against organisation limits.</Trans>
-            </p>
-          </div>
-        </div>
 
-        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
+      <OrganisationUsagePanel
-          <DetailsCard label={<Trans>Members</Trans>}>
+        organisationId={organisation.id}
-            <DetailsValue>
+        monthlyStats={organisation.monthlyStats}
-              {organisation.members.length} /{' '}
+        organisationClaim={organisation.organisationClaim}
-              {organisation.organisationClaim.memberCount === 0
+        capacityUsage={{
-                ? t`Unlimited`
+          members: organisation.members.length,
-                : organisation.organisationClaim.memberCount}
+          teams: organisation.teams.length,
-            </DetailsValue>
+        }}
-          </DetailsCard>
+      />
-
-          <DetailsCard label={<Trans>Teams</Trans>}>
-            <DetailsValue>
-              {organisation.teams.length} /{' '}
-              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
-            </DetailsValue>
-          </DetailsCard>
-        </div>
-
-        <div className="mt-4">
-          <OrganisationUsagePanel
-            organisationId={organisation.id}
-            monthlyStats={organisation.monthlyStats}
-            organisationClaim={organisation.organisationClaim}
-          />
-        </div>
-      </div>
 
       <div className="mt-6 rounded-lg border p-4">
         <Accordion type="single" collapsible>
           <AccordionItem value="global-settings" className="border-b-0">
             <AccordionTrigger className="py-0">
               <div className="text-left">
-                <p className="font-medium text-sm">
+                <p className="font-semibold text-base">
                   <Trans>Global Settings</Trans>
                 </p>
-                <p className="mt-1 font-normal text-muted-foreground text-sm">
+                <p className="mt-1 text-muted-foreground text-sm">
                   <Trans>Default settings applied to this organisation.</Trans>
                 </p>
               </div>
@@ -335,7 +313,15 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
         className="mt-16"
       />
 
-      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+      <Alert
+        className={cn(
+          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
+            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
+          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
+        )}
+        variant="neutral"
+      >
         <div className="mb-4 sm:mb-0">
           <AlertTitle>
             <Trans>Subscription</Trans>
@@ -343,7 +329,12 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
           <AlertDescription className="mr-2">
             {organisation.subscription ? (
-              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              <span className="flex items-center gap-2">
+                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
+                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
+                )}
+                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              </span>
             ) : (
               <span>
                 <Trans>No subscription found</Trans>
@@ -356,6 +347,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
           <div>
             <Button
               variant="outline"
+              className="bg-background"
               loading={isCreatingStripeCustomer}
               onClick={async () => createStripeCustomer({ organisationId })}
             >
@@ -366,7 +358,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
         {organisation.customerId && !organisation.subscription && (
           <div>
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -383,13 +375,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
             <AdminOrganisationSyncSubscriptionDialog
               organisationId={organisationId}
               trigger={
-                <Button variant="outline">
+                <Button variant="outline" className="bg-background">
                   <Trans>Sync Stripe subscription</Trans>
                 </Button>
               }
             />
 
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -406,21 +398,27 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <div className="mt-16 space-y-10">
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Members</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>People with access to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={organisationMembersColumns} data={organisation.members} />
           </div>
         </div>
 
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Teams</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Teams that belong to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={teamsColumns} data={organisation.teams} />
           </div>
         </div>
@@ -648,7 +646,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
               <FormLabel className="flex items-center">
                 <Trans>Inherited subscription claim</Trans>
                 <Tooltip>
-                  <TooltipTrigger>
+                  <TooltipTrigger type="button">
                     <InfoIcon className="mx-2 h-4 w-4" />
                   </TooltipTrigger>
 
@@ -681,10 +679,15 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                   </TooltipContent>
                 </Tooltip>
               </FormLabel>
-              <FormControl>
+              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
-                <Input disabled {...field} />
+                {field.value ? (
-              </FormControl>
+                  <span className="font-mono text-foreground">{field.value}</span>
-              <FormMessage />
+                ) : (
+                  <span className="text-muted-foreground">
+                    <Trans>No inherited claim</Trans>
+                  </span>
+                )}
+              </div>
             </FormItem>
           )}
         />
@@ -715,108 +718,113 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
           )}
         />
 
-        <FormField
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
-          control={form.control}
+          <FormField
-          name="claims.teamCount"
+            control={form.control}
-          render={({ field }) => (
+            name="claims.teamCount"
-            <FormItem>
+            render={({ field }) => (
-              <FormLabel>
+              <FormItem>
-                <Trans>Team Count</Trans>
+                <FormLabel>
-              </FormLabel>
+                  <Trans>Team Count</Trans>
-              <FormControl>
+                </FormLabel>
-                <Input
+                <FormControl>
-                  type="number"
+                  <Input
-                  min={0}
+                    type="number"
-                  {...field}
+                    min={0}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    {...field}
-                />
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-              </FormControl>
+                  />
-              <FormDescription>
+                </FormControl>
-                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+                <FormDescription>
-              </FormDescription>
+                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-              <FormMessage />
+                </FormDescription>
-            </FormItem>
+                <FormMessage />
-          )}
+              </FormItem>
-        />
+            )}
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.memberCount"
+            name="claims.memberCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Member Count</Trans>
+                  <Trans>Member Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={0}
+                    min={0}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Number of members allowed. 0 = Unlimited</Trans>
+                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.envelopeItemCount"
+            name="claims.envelopeItemCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Envelope Item Count</Trans>
+                  <Trans>Envelope Item Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={1}
+                    min={1}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.recipientCount"
+            name="claims.recipientCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Recipient Count</Trans>
+                  <Trans>Recipient Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={0}
+                    min={0}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
+        </div>
 
         <div>
-          <FormLabel>
+          <h3 className="font-semibold text-base">
             <Trans>Feature Flags</Trans>
-          </FormLabel>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Capabilities enabled for this organisation.</Trans>
+          </p>
 
-          <div className="mt-2 space-y-2 rounded-md border p-4">
+          <div className="mt-3 space-y-2 rounded-md border p-4">
             {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
               const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
 

apps/remix/app/routes/_authenticated+/admin+/teams.$id.tsx

@@ -287,7 +287,11 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
               </AccordionTrigger>
               <AccordionContent>
                 <div className="mt-4">
-                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
+                  <AdminGlobalSettingsSection
+                    settings={team.teamGlobalSettings}
+                    inheritedSettings={team.organisation.organisationGlobalSettings}
+                    isTeam
+                  />
                 </div>
               </AccordionContent>
             </AccordionItem>

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

@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -49,26 +48,29 @@ export default function OrganisationSettingsBrandingPage() {
 
   const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();
 
+  const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
+
   const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
+        formData.append('payload', JSON.stringify({ organisationId: organisation.id }));
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
 
-      // Empty the branding logo if the user unsets it.
+        if (brandingLogo instanceof File) {
-      if (brandingLogo === null) {
+          formData.append('brandingLogo', brandingLogo);
-        uploadedBrandingLogo = '';
+        }
+
+        await updateOrganisationBrandingLogo(formData);
       }
 
       const result = await updateOrganisationSettings({
         organisationId: organisation.id,
         data: {
           brandingEnabled: brandingEnabled ?? undefined,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl,
           brandingCompanyDetails,
           brandingColors,

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

@@ -3,6 +3,7 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,7 +29,6 @@ import { useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import { z } from 'zod';
-
 import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import {
@@ -36,7 +36,6 @@ import {
   OrganisationMembersMultiSelectCombobox,
 } from '~/components/general/organisation-members-multiselect-combobox';
 import { SettingsHeader } from '~/components/general/settings-header';
-
 import type { Route } from './+types/o.$orgUrl.settings.groups.$id';
 
 export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -113,7 +112,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
 }
 
 const ZUpdateOrganisationGroupFormSchema = z.object({
-  name: z.string().min(1, msg`Name is required`.id),
+  name: ZNameSchema,
   organisationRole: z.nativeEnum(OrganisationMemberRole),
   memberIds: z.array(z.string()),
 });

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

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -38,6 +37,7 @@ export default function TeamsSettingsPage() {
   });
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();
 
   const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
 
@@ -48,22 +48,23 @@ export default function TeamsSettingsPage() {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
+        formData.append('payload', JSON.stringify({ teamId: team.id }));
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
 
-      // Empty the branding logo if the user unsets it.
+        if (brandingLogo instanceof File) {
-      if (brandingLogo === null) {
+          formData.append('brandingLogo', brandingLogo);
-        uploadedBrandingLogo = '';
+        }
+
+        await updateTeamBrandingLogo(formData);
       }
 
       const result = await updateTeamSettings({
         teamId: team.id,
         data: {
           brandingEnabled,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl: brandingUrl || null,
           brandingCompanyDetails: brandingCompanyDetails || null,
           brandingColors,

apps/remix/package.json

@@ -36,8 +36,8 @@
     "@lingui/react": "^5.6.0",
     "@oslojs/crypto": "^1.0.1",
     "@oslojs/encoding": "^1.1.0",
-    "@react-router/node": "^7.12.0",
+    "@react-router/node": "^7.18.1",
-    "@react-router/serve": "^7.12.0",
+    "@react-router/serve": "^7.18.1",
     "@simplewebauthn/browser": "^13.2.2",
     "@simplewebauthn/server": "^13.2.2",
     "@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
     "@babel/preset-typescript": "^7.28.5",
     "@lingui/babel-plugin-lingui-macro": "^5.6.0",
     "@lingui/vite-plugin": "^5.6.0",
-    "@react-router/dev": "^7.12.0",
+    "@react-router/dev": "^7.18.1",
-    "@react-router/remix-routes-option-adapter": "^7.12.0",
+    "@react-router/remix-routes-option-adapter": "^7.18.1",
     "@rollup/plugin-babel": "^6.1.0",
     "@rollup/plugin-commonjs": "^28.0.9",
     "@rollup/plugin-json": "^6.1.0",

apps/remix/server/api/files/files.ts

@@ -1,9 +1,8 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
 import type { Prisma } from '@prisma/client';
@@ -12,14 +11,11 @@ import { Hono } from 'hono';
 import type { HonoEnv } from '../../router';
 import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
-  isAllowedUploadContentType,
-  type TGetPresignedPostUrlResponse,
   ZGetEnvelopeItemFileDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileRequestParamsSchema,
   ZGetEnvelopeItemFileRequestQuerySchema,
   ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileTokenRequestParamsSchema,
-  ZGetPresignedPostUrlRequestSchema,
   ZUploadPdfRequestSchema,
 } from './files.types';
 import getEnvelopeItemPdfRoute from './routes/get-envelope-item-pdf';
@@ -61,29 +57,6 @@ export const filesRoute = new Hono<HonoEnv>()
       return c.json({ error: 'Upload failed' }, 500);
     }
   })
-  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
-    const userId = await resolveFileUploadUserId(c);
-
-    if (!userId) {
-      return c.json({ error: 'Unauthorized' }, 401);
-    }
-
-    const { fileName, contentType } = c.req.valid('json');
-
-    if (!isAllowedUploadContentType(contentType)) {
-      return c.json({ error: 'Unsupported content type' }, 400);
-    }
-
-    try {
-      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
-
-      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  })
   .get(
     '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
     sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),

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

@@ -13,27 +13,6 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
 export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
 export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
 
-export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
-
-export const isAllowedUploadContentType = (contentType: string): boolean => {
-  const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
-
-  return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
-};
-
-export const ZGetPresignedPostUrlRequestSchema = z.object({
-  fileName: z.string().min(1),
-  contentType: z.string().min(1),
-});
-
-export const ZGetPresignedPostUrlResponseSchema = z.object({
-  key: z.string().min(1),
-  url: z.string().min(1),
-});
-
-export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
-export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
-
 export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
   envelopeId: z.string().min(1),
   envelopeItemId: z.string().min(1),

apps/remix/server/router.ts

@@ -105,7 +105,6 @@ app.route('/api/auth', auth);
 
 // Files route.
 app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
-app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
 app.route('/api/files', filesRoute);
 
 // AI route.

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-file-upload.spec.ts

@@ -44,46 +44,6 @@ test.describe('File upload endpoint authorization', () => {
     expect(res.status()).toBe(401);
   });
 
-  test('rejects an unauthenticated presigned-post-url request', async ({ request }) => {
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: { 'Content-Type': 'application/json' },
-      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
-    });
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('rejects a presigned-post-url request with an invalid presign token', async ({ request }) => {
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: {
-        'Content-Type': 'application/json',
-        Authorization: 'Bearer not-a-real-token',
-      },
-      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
-    });
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('rejects a presigned-post-url request with a disallowed content type', async ({ request }) => {
-    const { user, team } = await seedUser();
-    const presignToken = await createPresignTokenForUser(user.id, team.id);
-
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: {
-        'Content-Type': 'application/json',
-        Authorization: `Bearer ${presignToken}`,
-      },
-      data: { fileName: 'malware.exe', contentType: 'application/x-msdownload' },
-    });
-
-    // Authenticated, but the content type is not on the allow-list.
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(400);
-  });
-
   test('allows an upload-pdf request authorized by a valid presign token', async ({ request }) => {
     const { user, team } = await seedUser();
     const presignToken = await createPresignTokenForUser(user.id, team.id);

packages/app-tests/e2e/branding-logo-optimise.spec.ts

@@ -0,0 +1,37 @@
+import { optimiseBrandingLogo } from '@documenso/lib/utils/images/logo';
+import { expect, test } from '@playwright/test';
+import sharp from 'sharp';
+
+const makePng = async (width = 1200, height = 1200) =>
+  sharp({
+    create: { width, height, channels: 3, background: { r: 10, g: 20, b: 30 } },
+  })
+    .png()
+    .toBuffer();
+
+test.describe('optimiseBrandingLogo', () => {
+  test('re-encodes a valid image to a PNG buffer', async () => {
+    const input = await makePng();
+
+    const output = await optimiseBrandingLogo(input);
+
+    const metadata = await sharp(output).metadata();
+
+    expect(metadata.format).toBe('png');
+  });
+
+  test('bounds the image to a maximum of 512px on its largest side', async () => {
+    const input = await makePng(2000, 1000);
+
+    const output = await optimiseBrandingLogo(input);
+
+    const metadata = await sharp(output).metadata();
+
+    expect(metadata.width).toBeLessThanOrEqual(512);
+    expect(metadata.height).toBeLessThanOrEqual(512);
+  });
+
+  test('rejects input that is not a valid image', async () => {
+    await expect(optimiseBrandingLogo(Buffer.from('this is not an image'))).rejects.toThrow();
+  });
+});

packages/app-tests/e2e/branding-logo-upload.spec.ts

@@ -0,0 +1,225 @@
+import fs from 'node:fs';
+import path from 'node:path';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+
+import { apiSignin } from './fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+const LOGO_PATH = path.join(__dirname, '../../assets/logo.png');
+
+type MultipartFile = { name: string; mimeType: string; buffer: Buffer };
+
+const enableBrandingAndUpload = async (page: Page) => {
+  // Enable custom branding so the file input is no longer disabled.
+  await page.getByTestId('enable-branding').click();
+  await page.getByRole('option', { name: 'Yes' }).click();
+
+  // Upload the logo file through the real multipart route.
+  await page.locator('input[type="file"]').setInputFiles(LOGO_PATH);
+
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
+};
+
+/**
+ * POST a logo straight to the dedicated multipart tRPC route using the
+ * authenticated browser cookies. This bypasses the client-side form validation,
+ * which is the only way to exercise the server-side image validation /
+ * sanitisation (`zfdBrandingImageFile` + `optimiseBrandingLogo`) and the entitlement gate.
+ */
+const postOrganisationBrandingLogo = async (page: Page, organisationId: string, file: MultipartFile | null) => {
+  const multipart: Record<string, string | MultipartFile> = {
+    payload: JSON.stringify({ organisationId }),
+  };
+
+  if (file) {
+    multipart.brandingLogo = file;
+  }
+
+  return await page
+    .context()
+    .request.post(`${NEXT_PUBLIC_WEBAPP_URL()}/api/trpc/organisation.settings.updateBrandingLogo`, { multipart });
+};
+
+/**
+ * Grant the organisation the custom-branding entitlement. The positive branding
+ * flows require it whenever billing is enabled; with billing disabled the gate is
+ * bypassed, so this keeps these tests valid in both modes.
+ */
+const grantCustomBranding = async (organisationClaimId: string) => {
+  await prisma.organisationClaim.update({
+    where: { id: organisationClaimId },
+    data: { flags: { allowLegacyEnvelopes: true, allowCustomBranding: true } },
+  });
+};
+
+test('[BRANDING_LOGO]: uploads an organisation branding logo via the dedicated route', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeTruthy();
+
+  const parsed = JSON.parse(settings.brandingLogo);
+  expect(parsed).toHaveProperty('type');
+  expect(parsed).toHaveProperty('data');
+});
+
+test('[BRANDING_LOGO]: uploads a team branding logo via the dedicated route', async ({ page }) => {
+  const { user, team, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  // TeamGlobalSettings has no `teamId` column (the FK lives on Team), so read it
+  // through the team relation.
+  const teamWithSettings = await prisma.team.findUniqueOrThrow({
+    where: { id: team.id },
+    include: { teamGlobalSettings: true },
+  });
+
+  expect(teamWithSettings.teamGlobalSettings?.brandingLogo).toBeTruthy();
+
+  const parsed = JSON.parse(teamWithSettings.teamGlobalSettings?.brandingLogo ?? '');
+  expect(parsed).toHaveProperty('type');
+  expect(parsed).toHaveProperty('data');
+});
+
+test('[BRANDING_LOGO]: clears the organisation branding logo when the user removes it', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  // Confirm the logo was stored before we clear it.
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeTruthy();
+
+  // Remove the logo and save again.
+  await page.getByRole('button', { name: 'Remove' }).click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+
+  // Clearing the logo persists an empty string via the dedicated route.
+  await expect
+    .poll(async () => {
+      const updated = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+        where: { id: organisation.organisationGlobalSettingsId },
+      });
+
+      return updated.brandingLogo;
+    })
+    .toBe('');
+});
+
+test('[BRANDING_LOGO]: validates and sanitises the logo on the server', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  // Positive control: a genuine PNG is accepted and stored. This also proves the
+  // direct multipart request shape matches what the route expects.
+  const validResponse = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'logo.png',
+    mimeType: 'image/png',
+    buffer: fs.readFileSync(LOGO_PATH),
+  });
+
+  expect(validResponse.ok()).toBeTruthy();
+
+  const afterValid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(afterValid.brandingLogo).toBeTruthy();
+
+  // Bytes that pass the MIME/size allowlist but are not a real image must be
+  // rejected by the server (the `sharp` re-encode) without changing stored state.
+  const invalidResponse = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'fake.png',
+    mimeType: 'image/png',
+    buffer: Buffer.from('this is definitely not a valid png'),
+  });
+
+  expect(invalidResponse.ok()).toBeFalsy();
+  expect(invalidResponse.status()).toBeGreaterThanOrEqual(400);
+  expect(invalidResponse.status()).toBeLessThan(500);
+
+  const afterInvalid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  // The previously stored, valid logo is left untouched by the rejected upload.
+  expect(afterInvalid.brandingLogo).toBe(afterValid.brandingLogo);
+});
+
+test('[BRANDING_LOGO]: rejects setting a logo without the custom-branding entitlement', async ({ page }) => {
+  // The entitlement is only enforced when billing is enabled; with billing off
+  // the check is intentionally skipped server-side, so this can't be exercised.
+  test.skip(
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true',
+    'Entitlement is only enforced when billing is enabled.',
+  );
+
+  // Seeded organisations have no `allowCustomBranding` claim flag.
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  const response = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'logo.png',
+    mimeType: 'image/png',
+    buffer: fs.readFileSync(LOGO_PATH),
+  });
+
+  expect(response.ok()).toBeFalsy();
+
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeFalsy();
+});

packages/app-tests/e2e/signing-branding.spec.ts

@@ -142,3 +142,38 @@ test('[SIGNING_BRANDING]: embedded signing does not render custom logo Brand Web
   await expect(page.locator(`a[href="${BRANDING_URL}"]`)).toHaveCount(0);
   await expect(page.getByRole('link', { name: `${team.name}'s Logo` })).toHaveCount(0);
 });
+
+test('[SIGNING_BRANDING]: custom logo renders when branding is enabled and is hidden when disabled', async ({
+  page,
+}) => {
+  const { user, team, organisation } = await seedUser();
+
+  await enableOrganisationBranding({
+    organisationGlobalSettingsId: organisation.organisationGlobalSettingsId,
+  });
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: ['enabled-disabled-branding-signer@test.documenso.com'],
+    fields: [FieldType.SIGNATURE],
+    updateDocumentOptions: { internalVersion: 2 },
+  });
+
+  // Branding enabled → the custom logo is rendered on the signing page.
+  await page.goto(`/sign/${recipients[0].token}`);
+  await expectPlainBrandingLogo(page, `${team.name}'s Logo`);
+
+  // Disable branding while keeping the stored logo (the team inherits this).
+  await prisma.organisationGlobalSettings.update({
+    where: { id: organisation.organisationGlobalSettingsId },
+    data: { brandingEnabled: false },
+  });
+
+  // Branding disabled → the custom logo is gone and the Documenso fallback
+  // (an internal link to "/") is shown instead.
+  await page.goto(`/sign/${recipients[0].token}`);
+
+  await expect(page.getByRole('img', { name: `${team.name}'s Logo` })).toHaveCount(0);
+  await expect(page.locator('a[href="/"]').first()).toBeVisible();
+});

packages/auth/server/types/email-password.ts

@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { z } from 'zod';
 

packages/lib/constants/auth.ts

@@ -1,25 +1,10 @@
 import MailChecker from 'mailchecker';
-import { z } from 'zod';
 
 import { env } from '../utils/env';
 import { NEXT_PUBLIC_WEBAPP_URL } from './app';
 
 export const SALT_ROUNDS = 12;
 
-export const URL_PATTERN = /https?:\/\/|www\./i;
-
-/**
- * Shared name schema that disallows URLs to prevent phishing via email rendering.
- */
-export const ZNameSchema = z
-  .string()
-  .trim()
-  .min(3, { message: 'Please enter a valid name.' })
-  .max(255, { message: 'Name cannot be more than 255 characters.' })
-  .refine((value) => !URL_PATTERN.test(value), {
-    message: 'Name cannot contain URLs.',
-  });
-
 export const IDENTITY_PROVIDER_NAME: Record<string, string> = {
   DOCUMENSO: 'Documenso',
   GOOGLE: 'Google',

packages/lib/constants/branding.ts

@@ -9,3 +9,13 @@
  * cap so a malicious or runaway payload can't exhaust PostCSS/server memory.
  */
 export const BRANDING_CSS_MAX_LENGTH = 256 * 1024;
+
+/**
+ * Branding logo upload constraints. Enforced server-side at the TRPC request
+ * boundary (`zfdBrandingImageFile`) and reused by the client form for matching UX.
+ */
+export const BRANDING_LOGO_MAX_SIZE_MB = 5;
+
+export const BRANDING_LOGO_MAX_SIZE_BYTES = BRANDING_LOGO_MAX_SIZE_MB * 1024 * 1024;
+
+export const BRANDING_LOGO_ALLOWED_TYPES: string[] = ['image/jpeg', 'image/png', 'image/webp'];

packages/lib/server-only/branding/store-branding-logo.ts

@@ -0,0 +1,26 @@
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { putFileServerSide } from '../../universal/upload/put-file.server';
+import { optimiseBrandingLogo } from '../../utils/images/logo';
+
+/**
+ * Validate, sanitise and store an uploaded branding logo. Returns the
+ * `JSON.stringify({ type, data })` reference persisted in the `brandingLogo`
+ * column (the same format the serving endpoints already expect).
+ */
+export const buildBrandingLogoData = async (file: File): Promise<string> => {
+  const buffer = Buffer.from(await file.arrayBuffer());
+
+  const optimised = await optimiseBrandingLogo(buffer).catch(() => {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'The branding logo must be a valid image file.',
+    });
+  });
+
+  const documentData = await putFileServerSide({
+    name: 'branding-logo.png',
+    type: 'image/png',
+    arrayBuffer: async () => Promise.resolve(optimised),
+  });
+
+  return JSON.stringify(documentData);
+};

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

@@ -57,7 +57,10 @@ export const UNSAFE_createEnvelopeItems = async ({
         flattenForm: envelope.type !== 'TEMPLATE',
       });
 
-      const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized);
+      const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized, {
+        envelopeId: envelope.id,
+        fileName: file.name,
+      });
 
       const { documentData } = await putPdfFileServerSide({
         name: file.name,

packages/lib/server-only/envelope-item/replace-envelope-item-pdf.ts

@@ -85,7 +85,10 @@ export const UNSAFE_replaceEnvelopeItemPdf = async ({
     flattenForm: envelope.type !== 'TEMPLATE',
   });
 
-  const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized);
+  const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized, {
+    envelopeId: envelope.id,
+    fileName: data.file.name,
+  });
 
   // Upload the new PDF and get a new DocumentData record.
   const { documentData: newDocumentData, filePageCount } = await putPdfFileServerSide({

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

@@ -1,8 +1,15 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { type TFieldAndMeta, ZEnvelopeFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { logger } from '@documenso/lib/utils/logger';
 import { PDF, rgb } from '@libpdf/core';
 import type { FieldType, Recipient } from '@prisma/client';
 
-import { parseFieldMetaFromPlaceholder, parseFieldTypeFromPlaceholder } from './helpers';
+import {
+  parseFieldMetaFromPlaceholder,
+  parseFieldTypeFromPlaceholder,
+  parsePlaceholderData,
+  parseRawFieldMetaFromPlaceholder,
+} from './helpers';
 
 const PLACEHOLDER_REGEX = /\{\{([^}]+)\}\}/g;
 const DEFAULT_FIELD_HEIGHT_PERCENT = 2;
@@ -61,7 +68,15 @@ export type FieldToCreate = TFieldAndMeta & {
   height: number;
 };
 
-export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
+type ExtractPlaceholdersLogContext = {
+  envelopeId?: string;
+  fileName?: string;
+};
+
+export const extractPlaceholdersFromPDF = async (
+  pdf: Buffer,
+  logContext?: ExtractPlaceholdersLogContext,
+): Promise<PlaceholderInfo[]> => {
   const pdfDoc = await PDF.load(new Uint8Array(pdf));
 
   const placeholders: PlaceholderInfo[] = [];
@@ -85,7 +100,7 @@ export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<Placehold
         continue;
       }
 
-      const placeholderData = innerMatch[1].split(',').map((property) => property.trim());
+      const placeholderData = parsePlaceholderData(innerMatch[1]);
       const [fieldTypeString, recipientOrMeta, ...fieldMetaData] = placeholderData;
 
       let fieldType: FieldType;
@@ -109,14 +124,51 @@ export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<Placehold
 
       const recipient = recipientOrMeta;
 
-      const rawFieldMeta = Object.fromEntries(fieldMetaData.map((property) => property.split('=')));
+      /*
+        Parse and validate the field metadata. A malformed selection placeholder
+        (e.g. an unknown validation rule or a default value that doesn't match an
+        option) is skipped like an invalid field type rather than aborting the whole
+        upload, which may contain other valid placeholders and files.
+      */
+      let fieldAndMeta: TFieldAndMeta;
 
-      const parsedFieldMeta = parseFieldMetaFromPlaceholder(rawFieldMeta, fieldType);
+      try {
+        const rawFieldMeta = parseRawFieldMetaFromPlaceholder(fieldMetaData);
+        const parsedFieldMeta = parseFieldMetaFromPlaceholder(rawFieldMeta, fieldType);
 
-      const fieldAndMeta: TFieldAndMeta = ZEnvelopeFieldAndMetaSchema.parse({
+        const parsedFieldAndMeta = ZEnvelopeFieldAndMetaSchema.safeParse({
-        type: fieldType,
+          type: fieldType,
-        fieldMeta: parsedFieldMeta,
+          fieldMeta: parsedFieldMeta,
-      });
+        });
+
+        /*
+          Surface schema failures as INVALID_BODY (400) instead of letting the raw
+          ZodError bubble up to the caller as an INTERNAL_SERVER_ERROR (500).
+        */
+        if (!parsedFieldAndMeta.success) {
+          throw new AppError(AppErrorCode.INVALID_BODY, {
+            message: `Invalid field metadata for placeholder "${placeholder}": ${parsedFieldAndMeta.error.message}`,
+          });
+        }
+
+        fieldAndMeta = parsedFieldAndMeta.data;
+      } catch (error) {
+        const appError = AppError.parseError(error);
+
+        logger.warn(
+          {
+            envelopeId: logContext?.envelopeId,
+            fileName: logContext?.fileName,
+            placeholder,
+            page: page.index + 1,
+            code: appError.code,
+            message: appError.message,
+          },
+          'Skipping placeholder with invalid field metadata',
+        );
+
+        continue;
+      }
 
       /*
         LibPDF returns bbox in points with bottom-left origin.
@@ -182,8 +234,9 @@ export const removePlaceholdersFromPDF = async (pdf: Buffer, placeholders?: Plac
  */
 export const extractPdfPlaceholders = async (
   pdf: Buffer,
+  logContext?: ExtractPlaceholdersLogContext,
 ): Promise<{ cleanedPdf: Buffer; placeholders: PlaceholderInfo[] }> => {
-  const placeholders = await extractPlaceholdersFromPDF(pdf);
+  const placeholders = await extractPlaceholdersFromPDF(pdf, logContext);
 
   if (placeholders.length === 0) {
     return { cleanedPdf: pdf, placeholders: [] };

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

@@ -0,0 +1,235 @@
+import { FieldType } from '@prisma/client';
+import { describe, expect, it } from 'vitest';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import {
+  parseFieldMetaFromPlaceholder,
+  parseFieldTypeFromPlaceholder,
+  parsePlaceholderData,
+  parseRawFieldMetaFromPlaceholder,
+} from './helpers';
+
+const expectInvalidBody = (fn: () => unknown) => {
+  try {
+    fn();
+    expect.unreachable('Expected an AppError to be thrown');
+  } catch (error) {
+    expect(error).toBeInstanceOf(AppError);
+    expect((error as AppError).code).toBe(AppErrorCode.INVALID_BODY);
+  }
+};
+
+describe('parseFieldTypeFromPlaceholder function', () => {
+  it('maps known field type strings to the FieldType enum', () => {
+    expect(parseFieldTypeFromPlaceholder('signature')).toBe(FieldType.SIGNATURE);
+    expect(parseFieldTypeFromPlaceholder('radio')).toBe(FieldType.RADIO);
+    expect(parseFieldTypeFromPlaceholder('checkbox')).toBe(FieldType.CHECKBOX);
+    expect(parseFieldTypeFromPlaceholder('dropdown')).toBe(FieldType.DROPDOWN);
+  });
+
+  it('is case-insensitive and trims surrounding whitespace', () => {
+    expect(parseFieldTypeFromPlaceholder('  SiGnAtUrE  ')).toBe(FieldType.SIGNATURE);
+    expect(parseFieldTypeFromPlaceholder('RADIO')).toBe(FieldType.RADIO);
+  });
+
+  it('throws INVALID_BODY for an unknown field type', () => {
+    expectInvalidBody(() => parseFieldTypeFromPlaceholder('FILE'));
+  });
+});
+
+describe('parsePlaceholderData function', () => {
+  it('splits top-level parts on commas and trims each token', () => {
+    expect(parsePlaceholderData('SIGNATURE, r1, required=true')).toEqual(['SIGNATURE', 'r1', 'required=true']);
+  });
+
+  it('does not split on escaped commas', () => {
+    expect(parsePlaceholderData('dropdown, r1, options=Legal\\, Compliance|Sales')).toEqual([
+      'dropdown',
+      'r1',
+      'options=Legal\\, Compliance|Sales',
+    ]);
+  });
+});
+
+describe('parseRawFieldMetaFromPlaceholder function', () => {
+  it('splits each token into a key/value entry', () => {
+    expect(parseRawFieldMetaFromPlaceholder(['required=true', 'fontSize=12'])).toEqual({
+      required: 'true',
+      fontSize: '12',
+    });
+  });
+
+  it('only splits on the first unescaped equals sign', () => {
+    expect(parseRawFieldMetaFromPlaceholder(['label=a=b'])).toEqual({ label: 'a=b' });
+  });
+
+  it('drops tokens without a value and overwrites duplicate keys with the last', () => {
+    expect(parseRawFieldMetaFromPlaceholder(['required', 'fontSize=12', 'fontSize=14'])).toEqual({
+      fontSize: '14',
+    });
+  });
+});
+
+describe('parseFieldMetaFromPlaceholder function', () => {
+  describe('non-field-meta cases', () => {
+    it('returns undefined for signature and free signature fields', () => {
+      expect(parseFieldMetaFromPlaceholder({ required: 'true' }, FieldType.SIGNATURE)).toBeUndefined();
+      expect(parseFieldMetaFromPlaceholder({}, FieldType.FREE_SIGNATURE)).toBeUndefined();
+    });
+
+    it('returns undefined when there is no metadata', () => {
+      expect(parseFieldMetaFromPlaceholder({}, FieldType.TEXT)).toBeUndefined();
+    });
+  });
+
+  describe('generic metadata', () => {
+    it('coerces required/readOnly to booleans (case-insensitive)', () => {
+      expect(parseFieldMetaFromPlaceholder({ required: 'TRUE', readOnly: 'false' }, FieldType.TEXT)).toEqual({
+        type: 'text',
+        required: true,
+        readOnly: false,
+      });
+    });
+
+    it('coerces numeric properties to numbers', () => {
+      expect(parseFieldMetaFromPlaceholder({ fontSize: '14' }, FieldType.TEXT)).toEqual({
+        type: 'text',
+        fontSize: 14,
+      });
+    });
+
+    it('drops numeric properties that are not a number', () => {
+      const parsed = parseFieldMetaFromPlaceholder({ fontSize: 'abc' }, FieldType.TEXT);
+
+      expect(parsed).toEqual({ type: 'text' });
+      expect(parsed).not.toHaveProperty('fontSize');
+    });
+
+    it('keeps label/placeholder for non-selection fields', () => {
+      expect(parseFieldMetaFromPlaceholder({ label: 'Company Name', placeholder: 'Acme' }, FieldType.TEXT)).toEqual({
+        type: 'text',
+        label: 'Company Name',
+        placeholder: 'Acme',
+      });
+    });
+  });
+
+  describe('radio fields', () => {
+    it('builds stable values from options', () => {
+      expect(parseFieldMetaFromPlaceholder({ options: 'Yes|No|Maybe' }, FieldType.RADIO)).toEqual({
+        type: 'radio',
+        values: [
+          { id: 1, checked: false, value: 'Yes' },
+          { id: 2, checked: false, value: 'No' },
+          { id: 3, checked: false, value: 'Maybe' },
+        ],
+      });
+    });
+
+    it('marks only the selected option as checked', () => {
+      const parsed = parseFieldMetaFromPlaceholder({ options: 'Yes|No|Maybe', selected: 'No' }, FieldType.RADIO);
+
+      expect(parsed).toEqual({
+        type: 'radio',
+        values: [
+          { id: 1, checked: false, value: 'Yes' },
+          { id: 2, checked: true, value: 'No' },
+          { id: 3, checked: false, value: 'Maybe' },
+        ],
+      });
+    });
+
+    it('throws when a default value is provided without options', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ selected: 'No' }, FieldType.RADIO));
+    });
+
+    it('throws when the default value does not match an option', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ options: 'Yes|No', selected: 'Maybe' }, FieldType.RADIO));
+    });
+
+    it('throws when options is empty', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ options: '' }, FieldType.RADIO));
+    });
+  });
+
+  describe('checkbox fields', () => {
+    it('builds values with checked state, validation rule alias and length', () => {
+      const parsed = parseFieldMetaFromPlaceholder(
+        {
+          options: 'Email|SMS|Phone',
+          checked: 'Email|Phone',
+          validationRule: 'atLeast',
+          validationLength: '1',
+        },
+        FieldType.CHECKBOX,
+      );
+
+      expect(parsed).toEqual({
+        type: 'checkbox',
+        validationRule: 'Select at least',
+        validationLength: 1,
+        values: [
+          { id: 1, checked: true, value: 'Email' },
+          { id: 2, checked: false, value: 'SMS' },
+          { id: 3, checked: true, value: 'Phone' },
+        ],
+      });
+    });
+
+    it('throws for an unknown validation rule', () => {
+      expectInvalidBody(() =>
+        parseFieldMetaFromPlaceholder({ options: 'A|B', validationRule: 'nope' }, FieldType.CHECKBOX),
+      );
+    });
+
+    it('throws when checked values are provided without options', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ checked: 'A' }, FieldType.CHECKBOX));
+    });
+
+    it('throws when a checked value does not match an option', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ options: 'A|B', checked: 'C' }, FieldType.CHECKBOX));
+    });
+  });
+
+  describe('dropdown fields', () => {
+    it('builds values and sets a matching default value', () => {
+      expect(
+        parseFieldMetaFromPlaceholder(
+          { options: 'United States|Canada|United Kingdom', defaultValue: 'Canada' },
+          FieldType.DROPDOWN,
+        ),
+      ).toEqual({
+        type: 'dropdown',
+        values: [{ value: 'United States' }, { value: 'Canada' }, { value: 'United Kingdom' }],
+        defaultValue: 'Canada',
+      });
+    });
+
+    it('throws when the default value does not match an option', () => {
+      expectInvalidBody(() => parseFieldMetaFromPlaceholder({ options: 'A|B', defaultValue: 'C' }, FieldType.DROPDOWN));
+    });
+  });
+
+  describe('selection field options parsing', () => {
+    it('trims option values and drops empty entries', () => {
+      expect(parseFieldMetaFromPlaceholder({ options: ' A ||  B  ' }, FieldType.DROPDOWN)).toEqual({
+        type: 'dropdown',
+        values: [{ value: 'A' }, { value: 'B' }],
+      });
+    });
+
+    it('parses escaped delimiters through the full placeholder pipeline', () => {
+      const [, , ...fieldMetaData] = parsePlaceholderData(
+        'dropdown, r1, options=Sales\\|Ops|Legal\\, Compliance|A\\=B',
+      );
+
+      const rawFieldMeta = parseRawFieldMetaFromPlaceholder(fieldMetaData);
+      const parsed = parseFieldMetaFromPlaceholder(rawFieldMeta, FieldType.DROPDOWN);
+
+      expect(parsed).toEqual({
+        type: 'dropdown',
+        values: [{ value: 'Sales|Ops' }, { value: 'Legal, Compliance' }, { value: 'A=B' }],
+      });
+    });
+  });
+});

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

@@ -45,6 +45,134 @@ type RecipientPlaceholderInfo = {
   recipientIndex: number;
 };
 
+const CHECKBOX_VALIDATION_RULE_BY_ALIAS: Record<string, string> = {
+  atLeast: 'Select at least',
+  exactly: 'Select exactly',
+  atMost: 'Select at most',
+};
+
+/*
+  Split a string on a delimiter, treating `\` as an escape for the next character.
+  Delimiters preceded by `\` are kept in the output instead of splitting (e.g. `\,`, `\=`, `\|`).
+
+  With delimiter ',' (top-level placeholder parts):
+  'radio, r1, options=Card/Check|Bank Transfer, selected=Bank Transfer'
+    -> ['radio', ' r1', ' options=Card/Check|Bank Transfer', ' selected=Bank Transfer']
+
+  With delimiter '=' (split one field metadata token into key + value):
+  'options=Card/Check|Bank Transfer'
+    -> ['options', 'Card/Check|Bank Transfer']
+
+  With delimiter '|' (split option list inside 'options='):
+  'Card/Check|Bank Transfer'
+    -> ['Card/Check', 'Bank Transfer']
+*/
+const splitPlaceholderToken = (value: string, delimiter: string): string[] => {
+  const parts: string[] = [];
+  let currentPart = '';
+
+  for (let index = 0; index < value.length; index++) {
+    const char = value[index];
+    const nextChar = value[index + 1];
+
+    if (char === '\\' && nextChar) {
+      currentPart += char + nextChar;
+      index++;
+      continue;
+    }
+
+    if (char === delimiter) {
+      parts.push(currentPart);
+      currentPart = '';
+      continue;
+    }
+
+    currentPart += char;
+  }
+
+  parts.push(currentPart);
+
+  return parts;
+};
+
+/*
+  Removes the escape backslashes left over after splitting, so \,=, \|, \\ become their literal characters.
+
+  E.g.
+  'Legal\, Compliance' -> 'Legal, Compliance'
+  'Card\|Check'        -> 'Card|Check'
+  'A\=B'               -> 'A=B'
+  'C\D'                -> 'C\D'
+*/
+const unescapePlaceholderValue = (value: string): string => {
+  return value.replace(/\\([,=|\\])/g, '$1');
+};
+
+/*
+  Cleans up a selection option/default after splitting:
+  unescapes literal delimiters, collapses repeated whitespace, and trims the ends.
+
+  E.g.
+  '  Legal\,   Compliance  ' -> 'Legal, Compliance'
+*/
+const normalizePlaceholderSelectionValue = (value: string): string => {
+  return unescapePlaceholderValue(value).replace(/\s+/g, ' ').trim();
+};
+
+/*
+  Split an options string into individual choices.
+  Splits on unescaped '|', then unescapes, trims, and drops empty entries.
+
+  E.g.
+  'Card/Check|Bank Transfer'     -> ['Card/Check', 'Bank Transfer']
+  'Card\\|Check|Bank Transfer'   -> ['Card|Check', 'Bank Transfer']
+*/
+const parsePlaceholderOptions = (value: string): string[] => {
+  return splitPlaceholderToken(value, '|')
+    .map((option) => normalizePlaceholderSelectionValue(option))
+    .filter((option) => option.length > 0);
+};
+
+/*
+  Split a placeholder string into top-level parts (field type, recipient, metadata).
+  Splits on unescaped commas, then trims whitespace.
+
+  E.g.
+  'SIGNATURE, r1, required=true'
+    -> ['SIGNATURE', 'r1', 'required=true']
+*/
+export const parsePlaceholderData = (value: string): string[] => {
+  return splitPlaceholderToken(value, ',').map((token) => token.trim());
+};
+
+/*
+  Transforms the field metadata string array into a record of key/value pairs.
+  Each token is split on the first unescaped '='; tokens with no key or no '=' are dropped.
+
+  E.g.
+  ['required=true', 'fontSize=12', 'label=a=b']
+    -> { required: 'true', fontSize: '12', label: 'a=b' }
+*/
+export const parseRawFieldMetaFromPlaceholder = (fieldMetaData: string[]): Record<string, string> => {
+  const rawFieldMeta: Record<string, string> = {};
+
+  for (const fieldMeta of fieldMetaData) {
+    // Split on the first '=' only; any further '=' stays part of the value (e.g. 'label=a=b').
+    const [rawKey, ...valueParts] = splitPlaceholderToken(fieldMeta, '=');
+
+    if (!rawKey || valueParts.length === 0) {
+      continue;
+    }
+
+    const key = rawKey.trim();
+    const value = valueParts.join('=').trim();
+
+    rawFieldMeta[key] = value;
+  }
+
+  return rawFieldMeta;
+};
+
 /*
   Parse field type string to FieldType enum.
   Normalizes the input (uppercase, trim) and validates it's a valid field type.
@@ -72,6 +200,169 @@ export const parseFieldTypeFromPlaceholder = (fieldTypeString: string): FieldTyp
     });
 };
 
+const getDefaultFieldMetaValue = (rawFieldMeta: Record<string, string>) => {
+  const defaultValue = rawFieldMeta.defaultValue ?? rawFieldMeta.default ?? rawFieldMeta.selected;
+
+  return defaultValue ? normalizePlaceholderSelectionValue(defaultValue) : undefined;
+};
+
+const parseCheckboxValidationRule = (value: string): string => {
+  const validationRule = CHECKBOX_VALIDATION_RULE_BY_ALIAS[value];
+
+  if (!validationRule) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Invalid checkbox placeholder validation rule: ${value}`,
+    });
+  }
+
+  return validationRule;
+};
+
+const parseSelectionFieldOptions = (
+  rawFieldMeta: Record<string, string>,
+  fieldType: FieldType,
+): string[] | undefined => {
+  const rawOptions = rawFieldMeta.options;
+
+  if (rawOptions === undefined) {
+    return;
+  }
+
+  const parsedOptions = parsePlaceholderOptions(rawOptions);
+
+  if (parsedOptions.length === 0) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `${fieldType} placeholder options must contain at least one value`,
+    });
+  }
+
+  return parsedOptions;
+};
+
+const applyRadioFieldOptions = (parsedFieldMeta: Record<string, unknown>, rawFieldMeta: Record<string, string>) => {
+  const options = parseSelectionFieldOptions(rawFieldMeta, FieldType.RADIO);
+  const defaultValue = getDefaultFieldMetaValue(rawFieldMeta);
+
+  if (!options && defaultValue) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'Radio placeholder default value requires options',
+    });
+  }
+
+  if (!options) {
+    return;
+  }
+
+  const selectedOptionIndex = defaultValue ? options.findIndex((option) => option === defaultValue) : -1;
+
+  if (defaultValue && selectedOptionIndex === -1) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Radio placeholder default value "${defaultValue}" must match one of the options`,
+    });
+  }
+
+  parsedFieldMeta.values = options.map((option, index) => ({
+    id: index + 1,
+    checked: index === selectedOptionIndex,
+    value: option,
+  }));
+};
+
+const applyCheckboxFieldOptions = (parsedFieldMeta: Record<string, unknown>, rawFieldMeta: Record<string, string>) => {
+  const options = parseSelectionFieldOptions(rawFieldMeta, FieldType.CHECKBOX);
+  const checkedValues = rawFieldMeta.checked ? parsePlaceholderOptions(rawFieldMeta.checked) : [];
+
+  if (!options && checkedValues.length > 0) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'Checkbox placeholder checked values require options',
+    });
+  }
+
+  if (!options) {
+    return;
+  }
+
+  const unmatchedCheckedValues = checkedValues.filter((checkedValue) => !options.includes(checkedValue));
+
+  if (unmatchedCheckedValues.length > 0) {
+    const unmatchedCheckedValue = unmatchedCheckedValues[0];
+
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: [`Checkbox placeholder checked value "${unmatchedCheckedValue}"`, 'must match one of the options'].join(
+        ' ',
+      ),
+    });
+  }
+
+  parsedFieldMeta.values = options.map((option, index) => ({
+    id: index + 1,
+    checked: checkedValues.includes(option),
+    value: option,
+  }));
+};
+
+const applyDropdownFieldOptions = (parsedFieldMeta: Record<string, unknown>, rawFieldMeta: Record<string, string>) => {
+  const options = parseSelectionFieldOptions(rawFieldMeta, FieldType.DROPDOWN);
+  const defaultValue = getDefaultFieldMetaValue(rawFieldMeta);
+
+  if (!options && defaultValue) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'Dropdown placeholder default value requires options',
+    });
+  }
+
+  if (!options) {
+    return;
+  }
+
+  if (defaultValue && !options.includes(defaultValue)) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Dropdown placeholder default value "${defaultValue}" must match one of the options`,
+    });
+  }
+
+  parsedFieldMeta.values = options.map((option) => ({
+    value: option,
+  }));
+
+  if (defaultValue) {
+    parsedFieldMeta.defaultValue = defaultValue;
+  }
+};
+
+/*
+  Generic field metadata properties are simple properties consisting of a key and a value.
+  E.g. 'required=true', 'fontSize=12', 'textAlign=left'
+  They don't require special handling.
+
+  Special field metadata properties are complex properties consisting of a key and a value with multiple parts.
+  E.g. 'options=Card/Check|Bank Transfer', 'checked=Card|Check', 'selected=Bank Transfer'
+  They require special handling.
+*/
+const shouldSkipGenericFieldMetaParsing = (property: string, fieldType: FieldType): boolean => {
+  if (property === 'options' || property === 'default' || property === 'selected') {
+    return true;
+  }
+
+  const isSelectionField =
+    fieldType === FieldType.CHECKBOX || fieldType === FieldType.RADIO || fieldType === FieldType.DROPDOWN;
+
+  if (!isSelectionField) {
+    return false;
+  }
+
+  if (
+    property === 'label' ||
+    property === 'placeholder' ||
+    property === 'defaultValue' ||
+    (fieldType === FieldType.CHECKBOX && property === 'checked')
+  ) {
+    return true;
+  }
+
+  return false;
+};
+
 /*
   Transform raw field metadata from placeholder format to schema format.
   Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
@@ -91,7 +382,7 @@ export const parseFieldMetaFromPlaceholder = (
 
   const fieldTypeString = String(fieldType).toLowerCase();
 
-  const parsedFieldMeta: Record<string, boolean | number | string> = {
+  const parsedFieldMeta: Record<string, unknown> = {
     type: fieldTypeString,
   };
 
@@ -104,24 +395,39 @@ export const parseFieldMetaFromPlaceholder = (
   const rawFieldMetaEntries = Object.entries(rawFieldMeta);
 
   for (const [property, value] of rawFieldMetaEntries) {
+    if (shouldSkipGenericFieldMetaParsing(property, fieldType)) {
+      continue;
+    }
+
+    const unescapedValue = unescapePlaceholderValue(value);
+
     if (property === 'readOnly' || property === 'required') {
-      parsedFieldMeta[property] = value === 'true';
+      parsedFieldMeta[property] = unescapedValue.toLowerCase() === 'true';
+    } else if (property === 'validationRule' && fieldType === FieldType.CHECKBOX) {
+      parsedFieldMeta[property] = parseCheckboxValidationRule(unescapedValue);
     } else if (
       property === 'fontSize' ||
       property === 'maxValue' ||
       property === 'minValue' ||
-      property === 'characterLimit'
+      property === 'characterLimit' ||
+      property === 'validationLength'
     ) {
-      const numValue = Number(value);
+      const numValue = Number(unescapedValue);
 
       if (!Number.isNaN(numValue)) {
         parsedFieldMeta[property] = numValue;
       }
     } else {
-      parsedFieldMeta[property] = value;
+      parsedFieldMeta[property] = unescapedValue;
     }
   }
 
+  match(fieldType)
+    .with(FieldType.RADIO, () => applyRadioFieldOptions(parsedFieldMeta, rawFieldMeta))
+    .with(FieldType.CHECKBOX, () => applyCheckboxFieldOptions(parsedFieldMeta, rawFieldMeta))
+    .with(FieldType.DROPDOWN, () => applyDropdownFieldOptions(parsedFieldMeta, rawFieldMeta))
+    .otherwise(() => undefined);
+
   return parsedFieldMeta;
 };
 

packages/lib/server-only/rate-limit/compute-quota-flags.ts

@@ -1,4 +1,4 @@
-import { QUOTA_WARNING_THRESHOLD } from './get-quota-alert-kind';
+import { isQuotaExceeded, isQuotaNearing } from '../../universal/quota-usage';
 
 export type QuotaFlags = {
   isDocumentQuotaExceeded: boolean;
@@ -22,39 +22,6 @@ type ComputeQuotaFlagsOptions = {
   };
 };
 
-/**
- * A quota of `null` means unlimited (never exceeded). A quota of `0` means
- * blocked (always exceeded). Otherwise usage `>=` quota is exceeded.
- */
-const isQuotaExceeded = (quota: number | null, usage: number): boolean => {
-  if (quota === null) {
-    return false;
-  }
-
-  if (quota === 0) {
-    return true;
-  }
-
-  return usage >= quota;
-};
-
-/**
- * A counter is "nearing" its quota once usage reaches the warning threshold
- * (80% of the quota, rounded up) but has not yet been exceeded. Nearing and
- * exceeded are mutually exclusive per counter.
- */
-const isQuotaNearing = (quota: number | null, usage: number): boolean => {
-  if (quota === null || quota === 0) {
-    return false;
-  }
-
-  if (isQuotaExceeded(quota, usage)) {
-    return false;
-  }
-
-  return usage >= Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
-};
-
 export const computeQuotaFlags = ({ quotas, usage }: ComputeQuotaFlagsOptions): QuotaFlags => {
   return {
     isDocumentQuotaExceeded: isQuotaExceeded(quotas.documentQuota, usage?.documentCount ?? 0),

packages/lib/server-only/rate-limit/get-quota-alert-kind.ts

@@ -1,4 +1,4 @@
-export const QUOTA_WARNING_THRESHOLD = 0.8;
+import { getQuotaWarningCount } from '../../universal/quota-usage';
 
 export type QuotaAlertKind = 'quota' | 'quotaNearing';
 
@@ -32,7 +32,7 @@ export const getQuotaAlertKind = (opts: GetQuotaAlertKindOptions): QuotaAlertKin
   // From here newCount < quota, so for tiny quotas (1-4) where the rounded-up
   // warning threshold equals the quota itself, the warning can never fire — the
   // exhausting request is handled by the quota branch above.
-  const warningCount = Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
+  const warningCount = getQuotaWarningCount(quota);
 
   const didCrossWarning = newCount >= warningCount && previousCount < warningCount;
 

packages/lib/types/name.test.ts

@@ -0,0 +1,145 @@
+import { describe, expect, it } from 'vitest';
+
+import { ZNameSchema } from './name';
+
+describe('ZNameSchema', () => {
+  describe('valid names', () => {
+    it('accepts a normal name', () => {
+      expect(ZNameSchema.safeParse('Example User')).toEqual({
+        success: true,
+        data: 'Example User',
+      });
+    });
+
+    it('accepts international characters', () => {
+      expect(ZNameSchema.safeParse('Døcumensø Üser')).toEqual({
+        success: true,
+        data: 'Døcumensø Üser',
+      });
+    });
+
+    it('trims surrounding whitespace', () => {
+      expect(ZNameSchema.safeParse('  Documenso User  ')).toEqual({
+        success: true,
+        data: 'Documenso User',
+      });
+    });
+
+    it('accepts names at the minimum length', () => {
+      expect(ZNameSchema.safeParse('DU')).toEqual({
+        success: true,
+        data: 'DU',
+      });
+    });
+
+    it('accepts names at the maximum length', () => {
+      const name =
+        'DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser Do';
+
+      expect(name.length).toBe(100);
+      expect(ZNameSchema.safeParse(name)).toEqual({
+        success: true,
+        data: name,
+      });
+    });
+  });
+
+  describe('length validation', () => {
+    it('rejects names shorter than 2 characters', () => {
+      expect(ZNameSchema.safeParse('D')).toMatchObject({
+        success: false,
+        error: {
+          issues: [{ message: 'Please enter a valid name.' }],
+        },
+      });
+    });
+
+    it('rejects names longer than 100 characters', () => {
+      const name =
+        'DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser Doc';
+
+      expect(name.length).toBe(101);
+      expect(ZNameSchema.safeParse(name)).toMatchObject({
+        success: false,
+        error: {
+          issues: [{ message: 'Name cannot be more than 100 characters.' }],
+        },
+      });
+    });
+
+    it('rejects whitespace-only input after trim', () => {
+      expect(ZNameSchema.safeParse('   ')).toMatchObject({
+        success: false,
+      });
+    });
+  });
+
+  describe('URL validation', () => {
+    it.each([
+      'https://example.com',
+      'http://example.com',
+      'HTTPS://EXAMPLE.COM',
+      'Northwind www.example.com',
+      'www.example.com',
+    ])('rejects URLs in names: %s', (value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name cannot contain URLs.' })]),
+        },
+      });
+    });
+  });
+
+  describe('invalid character validation', () => {
+    it.each([
+      ['NUL character', 'Acme\u0000Corp'],
+      ['zero-width space', 'Acme\u200bCorp'],
+      ['bidi override', 'Acme\u202eCorp'],
+      ['byte order mark', 'Acme\ufeffCorp'],
+      ['lone surrogate', 'Acme\ud800Corp'],
+      ['tag character', `Acme${String.fromCodePoint(0xe0041)}Corp`],
+      ['noncharacter', 'Acme\ufffeCorp'],
+      ['private use character', 'Acme\ue000Corp'],
+      ['Hangul filler', 'Acme\u3164Corp'],
+      ['braille blank', 'Acme\u2800Corp'],
+      ['combining grapheme joiner', 'Acme\u034fCorp'],
+    ])('rejects names containing a %s', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name contains invalid characters.' })]),
+        },
+      });
+    });
+
+    it.each([
+      ['fixed form', String.raw`Acme\u200bCorp`],
+      ['uppercase U', String.raw`Acme\U200BCorp`],
+      ['braced form', String.raw`Acme\u{200b}Corp`],
+      ['braced form with leading zeros', String.raw`Acme\u{0000200b}Corp`],
+      ['lone surrogate', String.raw`Acme\ud800Corp`],
+    ])('rejects literal \\u escape sequences stored as text (%s)', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name contains invalid characters.' })]),
+        },
+      });
+    });
+
+    it.each([
+      ['escape of a valid code point', String.raw`Acme\u0041Corp`],
+      ['braced escape of a valid astral code point', String.raw`Acme\u{1F600}Corp`],
+      ['braced escape beyond the Unicode range', String.raw`Acme\u{FFFFFFF}Corp`],
+      ['incomplete escape sequence', String.raw`Acme\u00 Corp`],
+      ['unterminated braced escape', String.raw`Acme\u{200bCorp`],
+      ['astral characters such as emoji', 'Acme 😀 Corp'],
+      ['emoji with a variation selector', 'I ❤️ Docs'],
+    ])('accepts %s', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: true,
+      });
+    });
+  });
+});

packages/lib/types/name.ts

@@ -0,0 +1,68 @@
+import { z } from 'zod';
+
+export const URL_PATTERN = /https?:\/\/|www\./i;
+
+/**
+ * Characters that render as empty/invisible or break text layout:
+ *
+ * - `\p{C}`         - control, format, lone surrogate, private use and
+ *                     unassigned code points (NUL, zero-width spaces, bidi
+ *                     overrides, BOM, tag characters, noncharacters).
+ * - `\p{Zl}\p{Zp}`  - line and paragraph separators.
+ * - `\u{034F}`      - combining grapheme joiner (invisible). Kept outside the
+ *                     character class because it is a combining mark, which
+ *                     lint rules reject inside classes.
+ * - remaining       - letters that render as blank (Hangul fillers, braille blank).
+ *
+ * The `\p{...}` classes are maintained by the Unicode database, so newly
+ * assigned characters in these categories are covered automatically.
+ */
+const INVALID_CHARACTER_REGEX = /[\p{C}\p{Zl}\p{Zp}\u{115F}\u{1160}\u{2800}\u{3164}\u{FFA0}]|\u{034F}/u;
+
+const hasInvalidCharacter = (value: string) => INVALID_CHARACTER_REGEX.test(value);
+
+/**
+ * Matches literal `\uXXXX` and `\u{XXXX}` escape sequences stored verbatim as
+ * text (e.g. the 6 characters `\`, `u`, `2`, `0`, `0`, `b`), which can still
+ * break rendering downstream if anything decodes them.
+ */
+const ESCAPE_SEQUENCE_PATTERN = /\\u(?:([0-9a-f]{4})|\{([0-9a-f]+)\})/gi;
+
+const hasInvalidEscapeSequence = (value: string) => {
+  for (const [, fixedHex, bracedHex] of value.matchAll(ESCAPE_SEQUENCE_PATTERN)) {
+    const codePoint = parseInt(fixedHex ?? bracedHex, 16);
+
+    if (codePoint > 0x10ffff) {
+      continue;
+    }
+
+    // Decode the escape and run it through the same character policy as the
+    // unescaped check, so the two can never drift apart.
+    if (hasInvalidCharacter(String.fromCodePoint(codePoint))) {
+      return true;
+    }
+  }
+
+  return false;
+};
+
+export const hasInvalidTextCharacters = (value: string) =>
+  hasInvalidCharacter(value) || hasInvalidEscapeSequence(value);
+
+/**
+ * Shared name schema that disallows URLs to prevent phishing via email rendering,
+ * and invisible/control characters that render as empty or break the UI.
+ */
+export const ZNameSchema = z
+  .string()
+  .trim()
+  .min(2, { message: 'Please enter a valid name.' })
+  .max(100, { message: 'Name cannot be more than 100 characters.' })
+  .refine((value) => !URL_PATTERN.test(value), {
+    message: 'Name cannot contain URLs.',
+  })
+  .refine((value) => !hasInvalidTextCharacters(value), {
+    message: 'Name contains invalid characters.',
+  });
+
+export type TName = z.infer<typeof ZNameSchema>;

packages/lib/types/subscription.ts

@@ -6,14 +6,39 @@ import { z } from 'zod';
  *
  * Example: "5m", "1h", "1d"
  */
-export const ZRateLimitWindowSchema = z.string().regex(/^\d+[smhd]$/);
+export const RATE_LIMIT_WINDOW_REGEX = /^\d+[smhd]$/;
 
-export const ZRateLimitArraySchema = z.array(
+const RATE_LIMIT_WINDOW_ERROR_MESSAGE = 'Use a duration with a unit, e.g. 5m, 1h, or 24h';
-  z.object({
+const RATE_LIMIT_DUPLICATE_WINDOW_ERROR_MESSAGE = 'Use a unique window for each rate limit';
-    window: ZRateLimitWindowSchema,
+
-    max: z.number().int().positive(),
+export const ZRateLimitWindowSchema = z.string().trim().regex(RATE_LIMIT_WINDOW_REGEX, {
-  }),
+  message: RATE_LIMIT_WINDOW_ERROR_MESSAGE,
-);
+});
+
+export const ZRateLimitArraySchema = z
+  .array(
+    z.object({
+      window: ZRateLimitWindowSchema,
+      max: z.number().int().positive(),
+    }),
+  )
+  .superRefine((entries, ctx) => {
+    const windows = new Set<string>();
+
+    entries.forEach((entry, index) => {
+      const window = entry.window.trim();
+
+      if (windows.has(window)) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: RATE_LIMIT_DUPLICATE_WINDOW_ERROR_MESSAGE,
+          path: [index, 'window'],
+        });
+      }
+
+      windows.add(window);
+    });
+  });
 
 export type TRateLimitArray = z.infer<typeof ZRateLimitArraySchema>;
 

packages/lib/universal/quota-usage.test.ts

@@ -0,0 +1,99 @@
+import { describe, expect, it } from 'vitest';
+
+import {
+  getQuotaUsagePercent,
+  getQuotaWarningCount,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from './quota-usage';
+
+describe('isQuotaExceeded', () => {
+  it('treats null quota as unlimited (never exceeded)', () => {
+    expect(isQuotaExceeded(null, 0)).toBe(false);
+    expect(isQuotaExceeded(null, 1_000_000)).toBe(false);
+  });
+
+  it('treats a zero quota as blocked (always exceeded)', () => {
+    expect(isQuotaExceeded(0, 0)).toBe(true);
+    expect(isQuotaExceeded(0, 5)).toBe(true);
+  });
+
+  it('is exceeded once usage reaches the quota (>= boundary)', () => {
+    expect(isQuotaExceeded(10, 9)).toBe(false);
+    expect(isQuotaExceeded(10, 10)).toBe(true);
+    expect(isQuotaExceeded(10, 11)).toBe(true);
+  });
+});
+
+describe('getQuotaWarningCount', () => {
+  it('rounds the 80% threshold up', () => {
+    expect(getQuotaWarningCount(10)).toBe(8);
+    expect(getQuotaWarningCount(100)).toBe(80);
+    // 5 * 0.8 = 4 exactly.
+    expect(getQuotaWarningCount(5)).toBe(4);
+    // 3 * 0.8 = 2.4 -> 3, so the warning count equals the quota itself.
+    expect(getQuotaWarningCount(3)).toBe(3);
+  });
+});
+
+describe('isQuotaNearing', () => {
+  it('is never nearing for unlimited or blocked quotas', () => {
+    expect(isQuotaNearing(null, 5)).toBe(false);
+    expect(isQuotaNearing(0, 5)).toBe(false);
+  });
+
+  it('is nearing from the warning threshold up to (but not including) the quota', () => {
+    expect(isQuotaNearing(10, 7)).toBe(false);
+    expect(isQuotaNearing(10, 8)).toBe(true);
+    expect(isQuotaNearing(10, 9)).toBe(true);
+  });
+
+  it('is not nearing once exceeded (nearing and exceeded are mutually exclusive)', () => {
+    expect(isQuotaNearing(10, 10)).toBe(false);
+    expect(isQuotaNearing(10, 11)).toBe(false);
+  });
+
+  it('can never fire for tiny quotas where the warning count equals the quota', () => {
+    // getQuotaWarningCount(3) === 3, so usage >= 3 is already exceeded.
+    expect(isQuotaNearing(3, 2)).toBe(false);
+    expect(isQuotaNearing(3, 3)).toBe(false);
+  });
+
+  it('agrees with the warning-count helper at the boundary', () => {
+    const quota = 250;
+    const warningCount = getQuotaWarningCount(quota);
+
+    expect(isQuotaNearing(quota, warningCount - 1)).toBe(false);
+    expect(isQuotaNearing(quota, warningCount)).toBe(true);
+  });
+});
+
+describe('getQuotaUsagePercent', () => {
+  it('returns 0 for unlimited or non-positive quotas', () => {
+    expect(getQuotaUsagePercent(5, null)).toBe(0);
+    expect(getQuotaUsagePercent(5, 0)).toBe(0);
+    expect(getQuotaUsagePercent(5, -10)).toBe(0);
+  });
+
+  it('rounds the percentage to the nearest integer', () => {
+    expect(getQuotaUsagePercent(1, 3)).toBe(33);
+    expect(getQuotaUsagePercent(2, 3)).toBe(67);
+    expect(getQuotaUsagePercent(50, 100)).toBe(50);
+  });
+
+  it('clamps the percentage to 100 when usage exceeds the quota', () => {
+    expect(getQuotaUsagePercent(150, 100)).toBe(100);
+  });
+});
+
+describe('normalizeCapacityLimit', () => {
+  it('maps 0 (unlimited for capacity limits) to null', () => {
+    expect(normalizeCapacityLimit(0)).toBeNull();
+  });
+
+  it('passes positive limits through unchanged', () => {
+    expect(normalizeCapacityLimit(1)).toBe(1);
+    expect(normalizeCapacityLimit(25)).toBe(25);
+  });
+});

packages/lib/universal/quota-usage.ts

@@ -0,0 +1,57 @@
+export const QUOTA_WARNING_THRESHOLD = 0.8;
+
+/**
+ * Monthly quotas: `null` = unlimited, `0` = blocked. Usage `>=` quota is exceeded.
+ */
+export const isQuotaExceeded = (quota: number | null, usage: number): boolean => {
+  if (quota === null) {
+    return false;
+  }
+
+  if (quota === 0) {
+    return true;
+  }
+
+  return usage >= quota;
+};
+
+/**
+ * The usage count at which a positive quota starts "nearing" (80% rounded up).
+ * The single source for the warning threshold math so the UI panel, quota flags,
+ * and the per-request alert path can't drift apart.
+ */
+export const getQuotaWarningCount = (quota: number): number => {
+  return Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
+};
+
+/**
+ * Nearing once usage reaches the warning threshold (80% rounded up) but is not exceeded.
+ */
+export const isQuotaNearing = (quota: number | null, usage: number): boolean => {
+  if (quota === null || quota === 0) {
+    return false;
+  }
+
+  if (isQuotaExceeded(quota, usage)) {
+    return false;
+  }
+
+  return usage >= getQuotaWarningCount(quota);
+};
+
+export const getQuotaUsagePercent = (usage: number, quota: number | null): number => {
+  if (quota === null || quota <= 0) {
+    return 0;
+  }
+
+  return Math.min(100, Math.round((usage / quota) * 100));
+};
+
+/** Member/team capacity limits use `0` for unlimited. */
+export const normalizeCapacityLimit = (limit: number): number | null => {
+  if (limit === 0) {
+    return null;
+  }
+
+  return limit;
+};

packages/lib/universal/upload/put-file.ts

@@ -1,10 +1,5 @@
-import { env } from '@documenso/lib/utils/env';
+import type { TUploadPdfResponse } from '@documenso/remix/server/api/files/files.types';
-import type { TGetPresignedPostUrlResponse, TUploadPdfResponse } from '@documenso/remix/server/api/files/files.types';
-import { DocumentDataType } from '@prisma/client';
-import { base64 } from '@scure/base';
-import { match } from 'ts-pattern';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError } from '../../errors/app-error';
 
 type File = {
@@ -58,68 +53,3 @@ export const putPdfFile = async (file: File, options?: PutFileOptions) => {
 
   return result;
 };
-
-/**
- * Uploads a file to the appropriate storage location.
- */
-export const putFile = async (file: File, options?: PutFileOptions) => {
-  const NEXT_PUBLIC_UPLOAD_TRANSPORT = env('NEXT_PUBLIC_UPLOAD_TRANSPORT');
-
-  return await match(NEXT_PUBLIC_UPLOAD_TRANSPORT)
-    .with('s3', async () => putFileInObjectStorage(file, {}, options))
-    .with('azure-blob', async () => putFileInObjectStorage(file, { 'x-ms-blob-type': 'BlockBlob' }, options))
-    .otherwise(async () => putFileInDatabase(file));
-};
-
-const putFileInDatabase = async (file: File) => {
-  const contents = await file.arrayBuffer();
-
-  const binaryData = new Uint8Array(contents);
-
-  const asciiData = base64.encode(binaryData);
-
-  return {
-    type: DocumentDataType.BYTES_64,
-    data: asciiData,
-  };
-};
-
-const putFileInObjectStorage = async (file: File, extraHeaders: Record<string, string>, options?: PutFileOptions) => {
-  const getPresignedUrlResponse = await fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/api/files/presigned-post-url`, {
-    method: 'POST',
-    headers: {
-      'Content-Type': 'application/json',
-      ...buildUploadAuthHeaders(options),
-    },
-    body: JSON.stringify({
-      fileName: file.name,
-      contentType: file.type,
-    }),
-  });
-
-  if (!getPresignedUrlResponse.ok) {
-    throw new Error(`Failed to get presigned post url, failed with status code ${getPresignedUrlResponse.status}`);
-  }
-
-  const { url, key }: TGetPresignedPostUrlResponse = await getPresignedUrlResponse.json();
-
-  const body = await file.arrayBuffer();
-
-  const response = await fetch(url, {
-    method: 'PUT',
-    headers: {
-      'Content-Type': 'application/octet-stream',
-      ...extraHeaders,
-    },
-    body,
-  });
-
-  if (!response.ok) {
-    throw new Error(`Failed to upload file "${file.name}", failed with status code ${response.status}`);
-  }
-
-  return {
-    type: DocumentDataType.S3_PATH,
-    data: key,
-  };
-};

packages/lib/utils/images/logo.ts

@@ -8,3 +8,15 @@ export const loadLogo = async (file: Uint8Array) => {
     content,
   };
 };
+
+/**
+ * Validate and sanitise an uploaded branding logo. Re-encoding through `sharp`
+ * proves the bytes are a real raster image and strips any embedded payloads.
+ * Throws if the input cannot be parsed as an image.
+ */
+export const optimiseBrandingLogo = async (input: Buffer | Uint8Array): Promise<Buffer> => {
+  return await sharp(input)
+    .resize(512, 512, { fit: 'inside', withoutEnlargement: true })
+    .png({ quality: 80 })
+    .toBuffer();
+};

packages/trpc/server/admin-router/create-admin-organisation.types.ts

@@ -1,11 +1,10 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
-import { ZOrganisationNameSchema } from '../organisation-router/create-organisation.types';
-
 export const ZCreateAdminOrganisationRequestSchema = z.object({
   ownerUserId: z.number(),
   data: z.object({
-    name: ZOrganisationNameSchema,
+    name: ZNameSchema,
   }),
 });
 

packages/trpc/server/admin-router/create-subscription-claim.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { ZClaimFlagsSchema, ZRateLimitArraySchema } from '@documenso/lib/types/subscription';
 import { z } from 'zod';
 
 export const ZCreateSubscriptionClaimRequestSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   teamCount: z.number().int().min(0),
   memberCount: z.number().int().min(0),
   envelopeItemCount: z.number().int().min(1),

packages/trpc/server/admin-router/create-user.types.ts

@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateUserRequestSchema = z.object({

packages/trpc/server/admin-router/email-transport/create-email-transport.types.ts

@@ -1,9 +1,10 @@
 import { ZEmailTransportConfigSchema } from '@documenso/lib/server-only/email/email-transport-config';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateEmailTransportRequestSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
-  fromName: z.string().min(1),
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   config: ZEmailTransportConfigSchema,
 });

packages/trpc/server/admin-router/email-transport/update-email-transport.types.ts

@@ -4,6 +4,7 @@ import {
   ZSmtpApiConfigSchema,
   ZSmtpAuthConfigSchema,
 } from '@documenso/lib/server-only/email/email-transport-config';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 // Reuses the canonical transport config schemas, but relaxes the secret field so
@@ -21,8 +22,8 @@ const ZUpdateConfigSchema = z.discriminatedUnion('type', [
 export const ZUpdateEmailTransportRequestSchema = z.object({
   id: z.string(),
   data: z.object({
-    name: z.string().min(1),
+    name: ZNameSchema,
-    fromName: z.string().min(1),
+    fromName: ZNameSchema,
     fromAddress: z.string().email(),
     config: ZUpdateConfigSchema,
   }),

packages/trpc/server/admin-router/get-admin-team.ts

@@ -30,6 +30,7 @@ export const getAdminTeamRoute = adminProcedure
             name: true,
             url: true,
             ownerUserId: true,
+            organisationGlobalSettings: true,
           },
         },
         teamEmail: true,

packages/trpc/server/admin-router/get-admin-team.types.ts

@@ -1,5 +1,6 @@
 import { OrganisationMemberRoleSchema } from '@documenso/prisma/generated/zod/inputTypeSchemas/OrganisationMemberRoleSchema';
 import { TeamMemberRoleSchema } from '@documenso/prisma/generated/zod/inputTypeSchemas/TeamMemberRoleSchema';
+import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
 import OrganisationMemberInviteSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberInviteSchema';
 import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
 import OrganisationSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationSchema';
@@ -19,6 +20,8 @@ export const ZGetAdminTeamResponseSchema = TeamSchema.extend({
     name: true,
     url: true,
     ownerUserId: true,
+  }).extend({
+    organisationGlobalSettings: OrganisationGlobalSettingsSchema,
   }),
   teamEmail: TeamEmailSchema.nullable(),
   teamGlobalSettings: TeamGlobalSettingsSchema.nullable(),

packages/trpc/server/admin-router/update-admin-organisation.types.ts

@@ -1,13 +1,13 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
-import { ZOrganisationNameSchema } from '../organisation-router/create-organisation.types';
 import { ZTeamUrlSchema } from '../team-router/schema';
 import { ZCreateSubscriptionClaimRequestSchema } from './create-subscription-claim.types';
 
 export const ZUpdateAdminOrganisationRequestSchema = z.object({
   organisationId: z.string(),
   data: z.object({
-    name: ZOrganisationNameSchema.optional(),
+    name: ZNameSchema.optional(),
     url: ZTeamUrlSchema.optional(),
     claims: ZCreateSubscriptionClaimRequestSchema.pick({
       teamCount: true,

packages/trpc/server/admin-router/update-user.types.ts

@@ -1,10 +1,11 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { Role } from '@prisma/client';
 import { z } from 'zod';
 
 export const ZUpdateUserRequestSchema = z.object({
   id: z.number().min(1),
-  name: z.string().nullish(),
+  name: ZNameSchema.nullish(),
   email: zEmail().optional(),
   roles: z.array(z.nativeEnum(Role)).optional(),
 });

packages/trpc/server/api-token-router/create-api-token.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateApiTokenRequestSchema = z.object({
   teamId: z.number(),
-  tokenName: z.string().min(3, { message: 'The token name should be 3 characters or longer' }),
+  tokenName: ZNameSchema,
   expirationDate: z.string().nullable(),
 });
 

packages/trpc/server/auth-router/create-passkey.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { ZRegistrationResponseJSONSchema } from '@documenso/lib/types/webauthn';
 import { z } from 'zod';
 
 export const ZCreatePasskeyRequestSchema = z.object({
-  passkeyName: z.string().trim().min(1),
+  passkeyName: ZNameSchema,
   verificationResponse: ZRegistrationResponseJSONSchema,
 });
 

packages/trpc/server/auth-router/update-passkey.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZUpdatePasskeyRequestSchema = z.object({
   passkeyId: z.string().trim().min(1),
-  name: z.string().trim().min(1),
+  name: ZNameSchema,
 });
 
 export const ZUpdatePasskeyResponseSchema = z.void();

packages/trpc/server/enterprise-router/create-organisation-email.types.ts

@@ -1,9 +1,10 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { z } from 'zod';
 
 export const ZCreateOrganisationEmailRequestSchema = z.object({
   emailDomainId: z.string(),
-  emailName: z.string().min(1).max(100),
+  emailName: ZNameSchema,
   email: zEmail().toLowerCase(),
 
   // This does not need to be validated to be part of the domain.

packages/trpc/server/envelope-router/create-envelope.ts

@@ -124,7 +124,9 @@ export const createEnvelopeRouteCaller = async ({
       });
 
       // Todo: Embeds - Might need to add this for client-side embeds in the future.
-      const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized);
+      const { cleanedPdf, placeholders } = await extractPdfPlaceholders(normalized, {
+        fileName: file.name,
+      });
 
       const { documentData } = await putPdfFileServerSide({
         name: file.name,

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

@@ -1,4 +1,5 @@
 import { ZFolderTypeSchema } from '@documenso/lib/types/folder-type';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { DocumentVisibility } from '@documenso/prisma/generated/types';
 import FolderSchema from '@documenso/prisma/generated/zod/modelSchema/FolderSchema';
@@ -42,7 +43,7 @@ const ZFolderParentIdSchema = z
   .describe('The folder ID to place this folder within. Leave empty to place folder at the root level.');
 
 export const ZCreateFolderRequestSchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
   parentId: ZFolderParentIdSchema.optional(),
   type: ZFolderTypeSchema.optional(),
 });
@@ -52,7 +53,7 @@ export const ZCreateFolderResponseSchema = ZFolderSchema;
 export const ZUpdateFolderRequestSchema = z.object({
   folderId: z.string().describe('The ID of the folder to update'),
   data: z.object({
-    name: z.string().optional().describe('The name of the folder'),
+    name: ZNameSchema.optional().describe('The name of the folder'),
     parentId: ZFolderParentIdSchema.optional().nullable(),
     visibility: z.nativeEnum(DocumentVisibility).optional().describe('The visibility of the folder'),
     pinned: z.boolean().optional().describe('Whether the folder should be pinned'),

packages/trpc/server/organisation-router/create-organisation-group.types.ts

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { OrganisationMemberRole } from '@prisma/client';
 import { z } from 'zod';
 
@@ -14,7 +15,7 @@ import { z } from 'zod';
 export const ZCreateOrganisationGroupRequestSchema = z.object({
   organisationId: z.string(),
   organisationRole: z.nativeEnum(OrganisationMemberRole),
-  name: z.string().max(100),
+  name: ZNameSchema,
   memberIds: z.array(z.string()),
 });
 

packages/trpc/server/organisation-router/create-organisation.types.ts

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 // export const createOrganisationMeta: TrpcOpenApiMeta = {
@@ -10,13 +11,8 @@ import { z } from 'zod';
 //   },
 // };
 
-export const ZOrganisationNameSchema = z
-  .string()
-  .min(3, { message: 'Minimum 3 characters' })
-  .max(50, { message: 'Maximum 50 characters' });
-
 export const ZCreateOrganisationRequestSchema = z.object({
-  name: ZOrganisationNameSchema,
+  name: ZNameSchema,
   priceId: z.string().optional(),
 });
 

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

@@ -20,6 +20,7 @@ import { getOrganisationsRoute } from './get-organisations';
 import { leaveOrganisationRoute } from './leave-organisation';
 import { resendOrganisationMemberInviteRoute } from './resend-organisation-member-invite';
 import { updateOrganisationRoute } from './update-organisation';
+import { updateOrganisationBrandingLogoRoute } from './update-organisation-branding-logo';
 import { updateOrganisationGroupRoute } from './update-organisation-group';
 import { updateOrganisationMemberRoute } from './update-organisation-members';
 import { updateOrganisationSettingsRoute } from './update-organisation-settings';
@@ -55,6 +56,7 @@ export const organisationRouter = router({
   },
   settings: {
     update: updateOrganisationSettingsRoute,
+    updateBrandingLogo: updateOrganisationBrandingLogoRoute,
   },
   internal: {
     getOrganisationSession: getOrganisationSessionRoute,

packages/trpc/server/organisation-router/update-organisation-branding-logo.ts

@@ -0,0 +1,69 @@
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/organisations';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { buildBrandingLogoData } from '@documenso/lib/server-only/branding/store-branding-logo';
+import { getOrganisationClaim } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+import { buildOrganisationWhereQuery } from '@documenso/lib/utils/organisations';
+import { prisma } from '@documenso/prisma';
+
+import { authenticatedProcedure } from '../trpc';
+import {
+  ZUpdateOrganisationBrandingLogoRequestSchema,
+  ZUpdateOrganisationBrandingLogoResponseSchema,
+} from './update-organisation-branding-logo.types';
+
+export const updateOrganisationBrandingLogoRoute = authenticatedProcedure
+  .input(ZUpdateOrganisationBrandingLogoRequestSchema)
+  .output(ZUpdateOrganisationBrandingLogoResponseSchema)
+  .mutation(async ({ ctx, input }) => {
+    const { user } = ctx;
+    const { payload, brandingLogo } = input;
+    const { organisationId } = payload;
+
+    ctx.logger.info({
+      input: {
+        organisationId,
+      },
+    });
+
+    const organisation = await prisma.organisation.findFirst({
+      where: buildOrganisationWhereQuery({
+        organisationId,
+        userId: user.id,
+        roles: ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_ORGANISATION'],
+      }),
+    });
+
+    if (!organisation) {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, {
+        message: 'You do not have permission to update this organisation.',
+      });
+    }
+
+    // Setting a logo requires the custom-branding entitlement; clearing it is
+    // always allowed so a downgraded organisation can still remove its logo.
+    if (brandingLogo && IS_BILLING_ENABLED()) {
+      const claim = await getOrganisationClaim({ organisationId });
+
+      if (claim.flags?.allowCustomBranding !== true) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'Your plan does not allow custom branding.',
+        });
+      }
+    }
+
+    const brandingLogoValue = brandingLogo ? await buildBrandingLogoData(brandingLogo) : '';
+
+    await prisma.organisation.update({
+      where: {
+        id: organisation.id,
+      },
+      data: {
+        organisationGlobalSettings: {
+          update: {
+            brandingLogo: brandingLogoValue,
+          },
+        },
+      },
+    });
+  });

packages/trpc/server/organisation-router/update-organisation-branding-logo.types.ts

@@ -0,0 +1,17 @@
+import { z } from 'zod';
+import { zfd } from 'zod-form-data';
+
+import { zfdBrandingImageFile, zodFormData } from '../../utils/zod-form-data';
+
+export const ZUpdateOrganisationBrandingLogoRequestSchema = zodFormData({
+  payload: zfd.json(
+    z.object({
+      organisationId: z.string(),
+    }),
+  ),
+  brandingLogo: zfdBrandingImageFile().optional(),
+});
+
+export const ZUpdateOrganisationBrandingLogoResponseSchema = z.void();
+
+export type TUpdateOrganisationBrandingLogoRequest = z.infer<typeof ZUpdateOrganisationBrandingLogoRequestSchema>;

packages/trpc/server/organisation-router/update-organisation-group.types.ts

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { OrganisationMemberRole } from '@prisma/client';
 import { z } from 'zod';
 
@@ -14,7 +15,7 @@ import { z } from 'zod';
 
 export const ZUpdateOrganisationGroupRequestSchema = z.object({
   id: z.string(),
-  name: z.string().nullable().optional(),
+  name: ZNameSchema.nullable().optional(),
   organisationRole: z.nativeEnum(OrganisationMemberRole).optional(),
   memberIds: z.array(z.string()).optional(),
 });

packages/trpc/server/organisation-router/update-organisation-settings.ts

@@ -44,7 +44,6 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
 
       // Branding related settings.
       brandingEnabled,
-      brandingLogo,
       brandingUrl,
       brandingCompanyDetails,
       brandingColors,
@@ -174,7 +173,6 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
 
             // Branding related settings.
             brandingEnabled,
-            brandingLogo,
             brandingUrl,
             brandingCompanyDetails,
             brandingColors: normalizedBrandingColors === null ? Prisma.DbNull : normalizedBrandingColors,

packages/trpc/server/organisation-router/update-organisation-settings.types.ts

@@ -32,7 +32,6 @@ export const ZUpdateOrganisationSettingsRequestSchema = z.object({
 
     // Branding related settings.
     brandingEnabled: z.boolean().optional(),
-    brandingLogo: z.string().optional(),
     brandingUrl: z.string().optional(),
     brandingCompanyDetails: z.string().optional(),
     brandingColors: ZCssVarsSchema.nullish(),

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

@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZFindUserSecurityAuditLogsSchema = z.object({

packages/trpc/server/team-router/create-team.types.ts

@@ -1,5 +1,6 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
-import { ZTeamNameSchema, ZTeamUrlSchema } from './schema';
+import { ZTeamUrlSchema } from './schema';
 
 // export const createTeamMeta: TrpcOpenApiMeta = {
 //   openapi: {
@@ -13,7 +14,7 @@ import { ZTeamNameSchema, ZTeamUrlSchema } from './schema';
 
 export const ZCreateTeamRequestSchema = z.object({
   organisationId: z.string(),
-  teamName: ZTeamNameSchema,
+  teamName: ZNameSchema,
   teamUrl: ZTeamUrlSchema,
   inheritMembers: z
     .boolean()

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

@@ -25,6 +25,7 @@ import {
   ZUpdateTeamEmailMutationSchema,
 } from './schema';
 import { updateTeamRoute } from './update-team';
+import { updateTeamBrandingLogoRoute } from './update-team-branding-logo';
 import { updateTeamGroupRoute } from './update-team-group';
 import { updateTeamMemberRoute } from './update-team-member';
 import { updateTeamSettingsRoute } from './update-team-settings';
@@ -50,6 +51,7 @@ export const teamRouter = router({
   },
   settings: {
     update: updateTeamSettingsRoute,
+    updateBrandingLogo: updateTeamBrandingLogoRoute,
   },
 
   // Old routes (to be migrated)

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

@@ -1,5 +1,5 @@
-import { URL_PATTERN, ZNameSchema } from '@documenso/lib/constants/auth';
 import { PROTECTED_TEAM_URLS } from '@documenso/lib/constants/teams';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { TeamMemberRole } from '@prisma/client';
 import { z } from 'zod';
@@ -32,15 +32,6 @@ export const ZTeamUrlSchema = z
     message: 'This URL is already in use.',
   });
 
-export const ZTeamNameSchema = z
-  .string()
-  .trim()
-  .min(3, { message: 'Team name must be at least 3 characters long.' })
-  .max(30, { message: 'Team name must not exceed 30 characters.' })
-  .refine((value) => !URL_PATTERN.test(value), {
-    message: 'Team name cannot contain URLs.',
-  });
-
 export const ZCreateTeamEmailVerificationMutationSchema = z.object({
   teamId: z.number(),
   name: ZNameSchema,

packages/trpc/server/team-router/update-team-branding-logo.ts

@@ -0,0 +1,69 @@
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/teams';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { buildBrandingLogoData } from '@documenso/lib/server-only/branding/store-branding-logo';
+import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+
+import { authenticatedProcedure } from '../trpc';
+import {
+  ZUpdateTeamBrandingLogoRequestSchema,
+  ZUpdateTeamBrandingLogoResponseSchema,
+} from './update-team-branding-logo.types';
+
+export const updateTeamBrandingLogoRoute = authenticatedProcedure
+  .input(ZUpdateTeamBrandingLogoRequestSchema)
+  .output(ZUpdateTeamBrandingLogoResponseSchema)
+  .mutation(async ({ ctx, input }) => {
+    const { user } = ctx;
+    const { payload, brandingLogo } = input;
+    const { teamId } = payload;
+
+    ctx.logger.info({
+      input: {
+        teamId,
+      },
+    });
+
+    const team = await prisma.team.findFirst({
+      where: buildTeamWhereQuery({
+        teamId,
+        userId: user.id,
+        roles: TEAM_MEMBER_ROLE_PERMISSIONS_MAP['MANAGE_TEAM'],
+      }),
+    });
+
+    if (!team) {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, {
+        message: 'You do not have permission to update this team.',
+      });
+    }
+
+    // Setting a logo requires the custom-branding entitlement; clearing it is
+    // always allowed so a downgraded team can still remove its logo.
+    if (brandingLogo && IS_BILLING_ENABLED()) {
+      const claim = await getOrganisationClaimByTeamId({ teamId });
+
+      if (claim.flags?.allowCustomBranding !== true) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'Your plan does not allow custom branding.',
+        });
+      }
+    }
+
+    const brandingLogoValue = brandingLogo ? await buildBrandingLogoData(brandingLogo) : '';
+
+    await prisma.team.update({
+      where: {
+        id: team.id,
+      },
+      data: {
+        teamGlobalSettings: {
+          update: {
+            brandingLogo: brandingLogoValue,
+          },
+        },
+      },
+    });
+  });

packages/trpc/server/team-router/update-team-branding-logo.types.ts

@@ -0,0 +1,17 @@
+import { z } from 'zod';
+import { zfd } from 'zod-form-data';
+
+import { zfdBrandingImageFile, zodFormData } from '../../utils/zod-form-data';
+
+export const ZUpdateTeamBrandingLogoRequestSchema = zodFormData({
+  payload: zfd.json(
+    z.object({
+      teamId: z.number(),
+    }),
+  ),
+  brandingLogo: zfdBrandingImageFile().optional(),
+});
+
+export const ZUpdateTeamBrandingLogoResponseSchema = z.void();
+
+export type TUpdateTeamBrandingLogoRequest = z.infer<typeof ZUpdateTeamBrandingLogoRequestSchema>;

packages/trpc/server/team-router/update-team-settings.ts

@@ -42,7 +42,6 @@ export const updateTeamSettingsRoute = authenticatedProcedure
 
       // Branding related settings.
       brandingEnabled,
-      brandingLogo,
       brandingUrl,
       brandingCompanyDetails,
       brandingColors,
@@ -176,7 +175,6 @@ export const updateTeamSettingsRoute = authenticatedProcedure
 
             // Branding related settings.
             brandingEnabled,
-            brandingLogo,
             brandingUrl,
             brandingCompanyDetails,
             brandingColors: normalizedBrandingColors === null ? Prisma.DbNull : normalizedBrandingColors,

packages/trpc/server/team-router/update-team-settings.types.ts

@@ -35,7 +35,6 @@ export const ZUpdateTeamSettingsRequestSchema = z.object({
 
     // Branding related settings.
     brandingEnabled: z.boolean().nullish(),
-    brandingLogo: z.string().nullish(),
     brandingUrl: z.string().nullish(),
     brandingCompanyDetails: z.string().nullish(),
     brandingColors: ZCssVarsSchema.nullish(),

packages/trpc/server/team-router/update-team.types.ts

@@ -1,6 +1,7 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
-import { ZTeamNameSchema, ZTeamUrlSchema } from './schema';
+import { ZTeamUrlSchema } from './schema';
 
 export const MAX_PROFILE_BIO_LENGTH = 256;
 
@@ -19,7 +20,7 @@ export const MAX_PROFILE_BIO_LENGTH = 256;
 export const ZUpdateTeamRequestSchema = z.object({
   teamId: z.number(),
   data: z.object({
-    name: ZTeamNameSchema.optional(),
+    name: ZNameSchema.optional(),
     url: ZTeamUrlSchema.optional(),
     profileBio: z
       .string()

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

@@ -1,4 +1,5 @@
 import { isPrivateUrl } from '@documenso/lib/server-only/webhooks/is-private-url';
+import { URL_PATTERN } from '@documenso/lib/types/name';
 import { WebhookTriggerEvents } from '@prisma/client';
 import { z } from 'zod';
 
@@ -7,6 +8,13 @@ export const ZWebhookUrlSchema = z
   .url()
   .refine((url) => !isPrivateUrl(url), {
     message: 'Webhook URL cannot point to a private or loopback address',
+  })
+  /*
+   * Without this, values like "foo: bar" would be valid URLs.
+   * Keep the same error message as the zod url() validator.
+   */
+  .refine((value) => URL_PATTERN.test(value), {
+    message: 'Invalid url',
   });
 
 export const ZCreateWebhookRequestSchema = z.object({

packages/trpc/utils/zod-form-data.ts

@@ -1,4 +1,9 @@
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
 import type { ZodRawShape } from 'zod';
 import z from 'zod';
@@ -17,6 +22,21 @@ export const zfdFile = () => {
   });
 };
 
+/**
+ * A `zfd.file()` schema constrained to branding-logo images: size-limited and
+ * restricted to a MIME allowlist. Use for server-side branding logo uploads.
+ */
+export const zfdBrandingImageFile = () => {
+  return zfd
+    .file()
+    .refine((file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES, {
+      message: `File cannot be larger than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    })
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), {
+      message: 'File must be a JPG, PNG, or WebP image',
+    });
+};
+
 /**
  * This helper takes the place of the `z.object` at the root of your schema.
  * It wraps your schema in a `z.preprocess` that extracts all the data out of a `FormData`