fix: single signer wording

Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.

.cursorrules

@@ -1,7 +1,4 @@
-You are an expert in TypeScript, Node.js, Remix, React, Shadcn UI and Tailwind.
-
 Code Style and Structure:
-
 - Write concise, technical TypeScript code with accurate examples
 - Use functional and declarative programming patterns; avoid classes
 - Prefer iteration and modularization over code duplication
@@ -9,25 +6,20 @@ Code Style and Structure:
 - Structure files: exported component, subcomponents, helpers, static content, types
 
 Naming Conventions:
-
 - Use lowercase with dashes for directories (e.g., components/auth-wizard)
 - Favor named exports for components
 
 TypeScript Usage:
-
-- Use TypeScript for all code; prefer types over interfaces
+- Use TypeScript for all code; prefer interfaces over types
+- Avoid enums; use maps instead
 - Use functional components with TypeScript interfaces
 
 Syntax and Formatting:
-
-- Create functions using `const fn = () => {}`
+- Use the "function" keyword for pure functions
 - Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements
 - Use declarative JSX
-- Never use 'use client'
-- Never use 1 line if statements
 
 Error Handling and Validation:
-
 - Prioritize error handling: handle errors and edge cases early
 - Use early returns and guard clauses
 - Implement proper error logging and user-friendly messages
@@ -36,40 +28,21 @@ Error Handling and Validation:
 - Use error boundaries for unexpected errors
 
 UI and Styling:
-
 - Use Shadcn UI, Radix, and Tailwind Aria for components and styling
 - Implement responsive design with Tailwind CSS; use a mobile-first approach
-- When using Lucide icons, prefer the longhand names, for example HomeIcon instead of Home
 
-React forms
+Performance Optimization:
+- Minimize 'use client', 'useEffect', and 'setState'; favor React Server Components (RSC)
+- Wrap client components in Suspense with fallback
+- Use dynamic loading for non-critical components
+- Optimize images: use WebP format, include size data, implement lazy loading
 
-- Use zod for form validation react-hook-form for forms
-- Look at TeamCreateDialog.tsx as an example of form usage
-- Use <Form> <FormItem> elements, and also wrap the contents of form in a fieldset which should have the :disabled attribute when the form is loading
+Key Conventions:
+- Use 'nuqs' for URL search parameter state management
+- Optimize Web Vitals (LCP, CLS, FID)
+- Limit 'use client':
+  - Favor server components and Next.js SSR
+  - Use only for Web API access in small components
+  - Avoid for data fetching or state management
 
-TRPC Specifics
-
-- Every route should be in it's own file, example routers/teams/create-team.ts
-- Every route should have a types file associated with it, example routers/teams/create-team.types.ts. These files should have the OpenAPI meta, and request/response zod schemas
-- The request/response schemas should be named like Z[RouteName]RequestSchema and Z[RouteName]ResponseSchema
-- Use create-team.ts and create-team.types.ts as an example when creating new routes.
-- When creating the OpenAPI meta, only use GET and POST requests, do not use any other REST methods
-- Deconstruct the input argument on it's one line of code.
-
-Toast usage
-
-- Use the t`string` macro from @lingui/react/macro to display toast messages
-
-Remix/ReactRouter Usage
-
-- Use (params: Route.Params) to get the params from the route
-- Use (loaderData: Route.LoaderData) to get the loader data from the route
-- When using loaderdata, deconstruct the data you need from the loader data inside the function body
-- Do not use json() to return data, directly return the data
-
-Translations
-
-- Use <Trans>string</Trans> to display translations in jsx code, this should be imported from @lingui/react/macro
-- Use the t`string` macro from @lingui/react/macro to display translations in typescript code
-- t should be imported as const { t } = useLingui() where useLingui is imported from @lingui/react/macro
-- String in constants should be using the t`string` macro
+Follow Next.js docs for Data Fetching, Rendering, and Routing

.github/workflows/e2e-tests.yml

@@ -31,6 +31,9 @@ jobs:
       - name: Build app
         run: npm run build
 
+      - name: Install playwright browsers
+        run: npx playwright install --with-deps
+
       - name: Run Playwright tests
         run: npm run ci
         env:

.husky/commit-msg

@@ -1,4 +1 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 npm run commitlint -- $1

.husky/pre-commit

@@ -1,6 +1,3 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
 MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
 

apps/documentation/pages/developers/embedding/_meta.json

@@ -6,5 +6,6 @@
   "solid": "Solid Integration",
   "preact": "Preact Integration",
   "angular": "Angular Integration",
-  "css-variables": "CSS Variables"
-}
+  "css-variables": "CSS Variables",
+  "authoring": "Authoring"
+}

apps/documentation/pages/developers/embedding/authoring.mdx

@@ -0,0 +1,167 @@
+---
+title: Authoring
+description: Learn how to use embedded authoring to create documents and templates in your application
+---
+
+# Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
+
+## How Embedded Authoring Works
+
+The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
+
+## Creating Documents with Embedded Authoring
+
+To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+
+```jsx
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+const DocumentCreator = () => {
+  // You'll need to obtain a presign token using your API key
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          console.log('Document created with ID:', data.documentId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Obtaining a Presign Token
+
+Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
+
+You can create a presign token by making a request to:
+
+```
+POST /api/v2-beta/embedding/create-presign-token
+```
+
+This API endpoint requires authentication with your Documenso API key. The token has a default expiration of 1 hour, but you can customize this duration based on your security requirements.
+
+You can find more details on this request at our [API Documentation](https://openapi.documenso.com/reference#tag/embedding)
+
+## Configuration Options
+
+The `EmbedCreateDocument` component accepts several configuration options:
+
+| Option             | Type    | Description                                                        |
+| ------------------ | ------- | ------------------------------------------------------------------ |
+| `presignToken`     | string  | **Required**. The authentication token for the embedding session.  |
+| `externalId`       | string  | Optional reference ID from your system to link with the document.  |
+| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`. |
+| `css`              | string  | Optional custom CSS to style the embedded component.               |
+| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.              |
+| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                |
+| `className`        | string  | Optional CSS class name for the iframe.                            |
+
+## Feature Toggles
+
+You can customize the authoring experience by enabling or disabling specific features:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  features={{
+    allowConfigureSignatureTypes: true,
+    allowConfigureLanguage: true,
+    allowConfigureDateFormat: true,
+    allowConfigureTimezone: true,
+    allowConfigureRedirectUrl: true,
+    allowConfigureCommunication: true,
+  }}
+/>
+```
+
+## Handling Document Creation Events
+
+The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="order-12345"
+  onDocumentCreated={(data) => {
+    // Navigate to a success page
+    navigate(`/documents/success?id=${data.documentId}`);
+
+    // Or update your database with the document ID
+    updateOrderDocument(data.externalId, data.documentId);
+  }}
+/>
+```
+
+## Styling the Embedded Component
+
+You can customize the appearance of the embedded component using standard CSS classes:
+
+```jsx
+<EmbedCreateDocument
+  className="h-screen w-full rounded-lg border-none shadow-md"
+  presignToken="YOUR_PRESIGN_TOKEN"
+  css={`
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    }
+  `}
+  cssVars={{
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  }}
+/>
+```
+
+## Complete Integration Example
+
+Here's a complete example of integrating document creation in a React application:
+
+```tsx
+import { useState } from 'react';
+
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+function DocumentCreator() {
+  // In a real application, you would fetch this token from your backend
+  // using your API key at /api/v2-beta/embedding/create-presign-token
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const [documentId, setDocumentId] = useState<number | null>(null);
+
+  if (documentId) {
+    return (
+      <div>
+        <h2>Document Created Successfully!</h2>
+        <p>Document ID: {documentId}</p>
+        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+      </div>
+    );
+  }
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          setDocumentId(data.documentId);
+        }}
+      />
+    </div>
+  );
+}
+
+export default DocumentCreator;
+```
+
+With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.

apps/documentation/pages/developers/embedding/index.mdx

@@ -169,6 +169,19 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
+## Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports **embedded authoring**, allowing your users to create documents and templates directly within your application.
+
+With embedded authoring, you can:
+
+- Create new documents with custom fields
+- Configure document properties and settings
+- Set up recipients and signing workflows
+- Customize the authoring experience
+
+For detailed implementation instructions and code examples, see our [Embedded Authoring](/developers/embedding/authoring) guide.
+
 ## Related
 
 - [React Integration](/developers/embedding/react)
@@ -178,3 +191,4 @@ If you're using **web components**, the integration process is slightly differen
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
 - [CSS Variables](/developers/embedding/css-variables)
+- [Embedded Authoring](/developers/embedding/authoring)

apps/documentation/providers/plausible.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import React from 'react';
 
 import NextPlausibleProvider from 'next-plausible';

apps/remix/app/components/dialogs/assistant-confirmation-dialog.tsx

@@ -1,3 +1,5 @@
+import { useState } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
@@ -55,6 +57,8 @@ export function AssistantConfirmationDialog({
   allowDictateNextSigner = false,
   defaultNextSigner,
 }: ConfirmationDialogProps) {
+  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: zodResolver(ZNextSignerFormSchema),
     defaultValues: {
@@ -107,53 +111,72 @@ export function AssistantConfirmationDialog({
 
               <div className="mt-4 flex flex-col gap-4">
                 {allowDictateNextSigner && (
-                  <div className="my-2">
-                    <p className="text-muted-foreground mb-1 text-sm font-semibold">
-                      The next recipient to sign this document will be{' '}
-                    </p>
+                  <div className="mt-4 flex flex-col gap-4">
+                    {!isEditingNextSigner && (
+                      <div>
+                        <p className="text-muted-foreground text-sm">
+                          The next recipient to sign this document will be{' '}
+                          <span className="font-semibold">{form.watch('name')}</span> (
+                          <span className="font-semibold">{form.watch('email')}</span>).
+                        </p>
 
-                    <div className="flex flex-col gap-4 rounded-xl border p-4 md:flex-row">
-                      <FormField
-                        control={form.control}
-                        name="name"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Name</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                className="mt-2"
-                                placeholder="Enter the next signer's name"
-                              />
-                            </FormControl>
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
+                        <Button
+                          type="button"
+                          className="mt-2"
+                          variant="outline"
+                          size="sm"
+                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
+                        >
+                          <Trans>Update Recipient</Trans>
+                        </Button>
+                      </div>
+                    )}
 
-                      <FormField
-                        control={form.control}
-                        name="email"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Email</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                type="email"
-                                className="mt-2"
-                                placeholder="Enter the next signer's email"
-                              />
-                            </FormControl>
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
-                    </div>
+                    {isEditingNextSigner && (
+                      <div className="flex flex-col gap-4 md:flex-row">
+                        <FormField
+                          control={form.control}
+                          name="name"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's name"
+                                />
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={form.control}
+                          name="email"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  type="email"
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's email"
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      </div>
+                    )}
                   </div>
                 )}
 

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

@@ -1,90 +0,0 @@
-import { useState } from 'react';
-
-import { Trans, useLingui } from '@lingui/react/macro';
-import type { z } from 'zod';
-
-import { generateDefaultSubscriptionClaim } from '@documenso/lib/utils/organisations-claims';
-import { trpc } from '@documenso/trpc/react';
-import type { ZCreateSubscriptionClaimRequestSchema } from '@documenso/trpc/server/admin-router/create-subscription-claim.types';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { SubscriptionClaimForm } from '../forms/subscription-claim-form';
-
-export type CreateClaimFormValues = z.infer<typeof ZCreateSubscriptionClaimRequestSchema>;
-
-export const ClaimCreateDialog = () => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(false);
-
-  const { mutateAsync: createClaim, isPending } = trpc.admin.claims.create.useMutation({
-    onSuccess: () => {
-      toast({
-        title: t`Subscription claim created successfully.`,
-      });
-
-      setOpen(false);
-    },
-    onError: () => {
-      toast({
-        title: t`Failed to create subscription claim.`,
-        variant: 'destructive',
-      });
-    },
-  });
-
-  return (
-    <Dialog open={open} onOpenChange={setOpen}>
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
-        <Button className="flex-shrink-0" variant="secondary">
-          <Trans>Create claim</Trans>
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent className="sm:max-w-md">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Create Subscription Claim</Trans>
-          </DialogTitle>
-          <DialogDescription>
-            <Trans>Fill in the details to create a new subscription claim.</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <SubscriptionClaimForm
-          subscriptionClaim={{
-            ...generateDefaultSubscriptionClaim(),
-          }}
-          onFormSubmit={createClaim}
-          formSubmitTrigger={
-            <DialogFooter>
-              <Button
-                type="button"
-                variant="outline"
-                onClick={() => setOpen(false)}
-                disabled={isPending}
-              >
-                <Trans>Cancel</Trans>
-              </Button>
-
-              <Button type="submit" loading={isPending}>
-                <Trans>Create Claim</Trans>
-              </Button>
-            </DialogFooter>
-          }
-        />
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/claim-delete-dialog.tsx

@@ -1,96 +0,0 @@
-import { useState } from 'react';
-
-import { Trans, useLingui } from '@lingui/react/macro';
-
-import { trpc } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type ClaimDeleteDialogProps = {
-  claimId: string;
-  claimName: string;
-  claimLocked: boolean;
-  trigger: React.ReactNode;
-};
-
-export const ClaimDeleteDialog = ({
-  claimId,
-  claimName,
-  claimLocked,
-  trigger,
-}: ClaimDeleteDialogProps) => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(false);
-
-  const { mutateAsync: deleteClaim, isPending } = trpc.admin.claims.delete.useMutation({
-    onSuccess: () => {
-      toast({
-        title: t`Subscription claim deleted successfully.`,
-      });
-
-      setOpen(false);
-    },
-    onError: (err) => {
-      console.error(err);
-
-      toast({
-        title: t`Failed to delete subscription claim.`,
-        variant: 'destructive',
-      });
-    },
-  });
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
-      <DialogTrigger asChild onClick={(e) => e.stopPropagation()}>
-        {trigger}
-      </DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Delete Subscription Claim</Trans>
-          </DialogTitle>
-          <DialogDescription>
-            <Trans>Are you sure you want to delete the following claim?</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="neutral">
-          <AlertDescription className="text-center font-semibold">
-            {claimLocked ? <Trans>This claim is locked and cannot be deleted.</Trans> : claimName}
-          </AlertDescription>
-        </Alert>
-
-        <DialogFooter>
-          <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-            <Trans>Cancel</Trans>
-          </Button>
-
-          {!claimLocked && (
-            <Button
-              type="submit"
-              variant="destructive"
-              loading={isPending}
-              onClick={async () => deleteClaim({ id: claimId })}
-            >
-              <Trans>Delete</Trans>
-            </Button>
-          )}
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -1,92 +0,0 @@
-import { useState } from 'react';
-
-import { Trans, useLingui } from '@lingui/react/macro';
-
-import { trpc } from '@documenso/trpc/react';
-import type { TFindSubscriptionClaimsResponse } from '@documenso/trpc/server/admin-router/find-subscription-claims.types';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { SubscriptionClaimForm } from '../forms/subscription-claim-form';
-
-export type ClaimUpdateDialogProps = {
-  claim: TFindSubscriptionClaimsResponse['data'][number];
-  trigger: React.ReactNode;
-};
-
-export const ClaimUpdateDialog = ({ claim, trigger }: ClaimUpdateDialogProps) => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(false);
-
-  const { mutateAsync: updateClaim, isPending } = trpc.admin.claims.update.useMutation({
-    onSuccess: () => {
-      toast({
-        title: t`Subscription claim updated successfully.`,
-      });
-
-      setOpen(false);
-    },
-    onError: () => {
-      toast({
-        title: t`Failed to update subscription claim.`,
-        variant: 'destructive',
-      });
-    },
-  });
-
-  return (
-    <Dialog open={open} onOpenChange={setOpen}>
-      <DialogTrigger asChild onClick={(e) => e.stopPropagation()}>
-        {trigger}
-      </DialogTrigger>
-
-      <DialogContent className="sm:max-w-md">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Update Subscription Claim</Trans>
-          </DialogTitle>
-          <DialogDescription>
-            <Trans>Modify the details of the subscription claim.</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <SubscriptionClaimForm
-          subscriptionClaim={claim}
-          onFormSubmit={async (data) =>
-            await updateClaim({
-              id: claim.id,
-              data,
-            })
-          }
-          formSubmitTrigger={
-            <DialogFooter>
-              <Button
-                type="button"
-                variant="outline"
-                onClick={() => setOpen(false)}
-                disabled={isPending}
-              >
-                <Trans>Cancel</Trans>
-              </Button>
-
-              <Button type="submit" loading={isPending}>
-                <Trans>Update Claim</Trans>
-              </Button>
-            </DialogFooter>
-          }
-        />
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/document-delete-dialog.tsx

@@ -28,6 +28,7 @@ type DocumentDeleteDialogProps = {
   onDelete?: () => Promise<void> | void;
   status: DocumentStatus;
   documentTitle: string;
+  teamId?: number;
   canManageDocument: boolean;
 };
 

apps/remix/app/components/dialogs/document-duplicate-dialog.tsx

@@ -16,7 +16,7 @@ import {
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 type DocumentDuplicateDialogProps = {
   id: number;
@@ -34,7 +34,7 @@ export const DocumentDuplicateDialog = ({
   const { toast } = useToast();
   const { _ } = useLingui();
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery(
     {

apps/remix/app/components/dialogs/document-move-dialog.tsx

@@ -0,0 +1,124 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { trpc } from '@documenso/trpc/react';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DocumentMoveDialogProps = {
+  documentId: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DocumentMoveDialog = ({ documentId, open, onOpenChange }: DocumentMoveDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
+
+  const { data: teams, isPending: isLoadingTeams } = trpc.team.getTeams.useQuery();
+
+  const { mutateAsync: moveDocument, isPending } = trpc.document.moveDocumentToTeam.useMutation({
+    onSuccess: () => {
+      toast({
+        title: _(msg`Document moved`),
+        description: _(msg`The document has been successfully moved to the selected team.`),
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+    onError: (error) => {
+      toast({
+        title: _(msg`Error`),
+        description: error.message || _(msg`An error occurred while moving the document.`),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
+  });
+
+  const onMove = async () => {
+    if (!selectedTeamId) {
+      return;
+    }
+
+    await moveDocument({ documentId, teamId: selectedTeamId });
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Document to Team</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Select a team to move this document to. This action cannot be undone.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Select onValueChange={(value) => setSelectedTeamId(Number(value))}>
+          <SelectTrigger>
+            <SelectValue placeholder={_(msg`Select a team`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {isLoadingTeams ? (
+              <SelectItem value="loading" disabled>
+                <Trans>Loading teams...</Trans>
+              </SelectItem>
+            ) : (
+              teams?.map((team) => (
+                <SelectItem key={team.id} value={team.id.toString()}>
+                  <div className="flex items-center gap-4">
+                    <Avatar className="h-8 w-8">
+                      {team.avatarImageId && (
+                        <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />
+                      )}
+
+                      <AvatarFallback className="text-sm text-gray-400">
+                        {team.name.slice(0, 1).toUpperCase()}
+                      </AvatarFallback>
+                    </Avatar>
+
+                    <span>{team.name}</span>
+                  </div>
+                </SelectItem>
+              ))
+            )}
+          </SelectContent>
+        </Select>
+
+        <DialogFooter>
+          <Button variant="secondary" onClick={() => onOpenChange(false)}>
+            <Trans>Cancel</Trans>
+          </Button>
+          <Button onClick={onMove} loading={isPending} disabled={!selectedTeamId || isPending}>
+            {isPending ? <Trans>Moving...</Trans> : <Trans>Move</Trans>}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -0,0 +1,216 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type DocumentMoveToFolderDialogProps = {
+  documentId: number;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveDocumentFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveDocumentFormSchema = z.infer<typeof ZMoveDocumentFormSchema>;
+
+export const DocumentMoveToFolderDialog = ({
+  documentId,
+  open,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: DocumentMoveToFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveDocumentFormSchema>({
+    resolver: zodResolver(ZMoveDocumentFormSchema),
+    defaultValues: {
+      folderId: currentFolderId,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId,
+      type: FolderType.DOCUMENT,
+    },
+    {
+      enabled: open,
+    },
+  );
+
+  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId });
+    }
+  }, [open, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveDocumentFormSchema) => {
+    try {
+      await moveDocumentToFolder({
+        documentId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Document moved`),
+        description: _(msg`The document has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${documentsPath}/f/${data.folderId}`);
+      } else {
+        void navigate(documentsPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the document to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Document to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Select a folder to move this document to.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                disabled={
+                  isFoldersLoading || form.formState.isSubmitting || currentFolderId === null
+                }
+              >
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-resend-dialog.tsx

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Team } from '@prisma/client';
-import { type Document, type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus } from '@prisma/client';
 import { History } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -36,16 +36,14 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { StackAvatar } from '../general/stack-avatar';
 
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: Document & {
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  document: TDocumentRow;
   recipients: Recipient[];
 };
 
@@ -59,7 +57,7 @@ export type TResendDocumentFormSchema = z.infer<typeof ZResendDocumentFormSchema
 
 export const DocumentResendDialog = ({ document, recipients }: DocumentResendDialogProps) => {
   const { user } = useSession();
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { _ } = useLingui();

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

@@ -0,0 +1,163 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type CreateFolderDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const CreateFolderDialog = ({ trigger, ...props }: CreateFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.DOCUMENT,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: 'Folder created successfully',
+      });
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      void navigate(`${documentsPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: 'Failed to create folder',
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to create folder',
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your documents.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,159 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,169 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().nullable(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const FolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? null,
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId || null,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(null)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button type="submit" disabled={form.formState.isSubmitting}>
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,173 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type FolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const FolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility: isTeamContext
+          ? (data.visibility ?? DocumentVisibility.EVERYONE)
+          : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -1,402 +0,0 @@
-import { useEffect, useMemo, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { ExternalLinkIcon } from 'lucide-react';
-import { useForm } from 'react-hook-form';
-import { Link, useSearchParams } from 'react-router';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
-import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { AppError } from '@documenso/lib/errors/app-error';
-import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
-import { parseMessageDescriptorMacro } from '@documenso/lib/utils/i18n';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/create-organisation.types';
-import { cn } from '@documenso/ui/lib/utils';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { SpinnerBox } from '@documenso/ui/primitives/spinner';
-import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationCreateDialogProps = {
-  trigger?: React.ReactNode;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZCreateOrganisationFormSchema = ZCreateOrganisationRequestSchema.pick({
-  name: true,
-});
-
-type TCreateOrganisationFormSchema = z.infer<typeof ZCreateOrganisationFormSchema>;
-
-export const OrganisationCreateDialog = ({ trigger, ...props }: OrganisationCreateDialogProps) => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [searchParams] = useSearchParams();
-  const updateSearchParams = useUpdateSearchParams();
-
-  const actionSearchParam = searchParams?.get('action');
-
-  const [step, setStep] = useState<'billing' | 'create'>(
-    IS_BILLING_ENABLED() ? 'billing' : 'create',
-  );
-
-  const [selectedPriceId, setSelectedPriceId] = useState<string>('');
-
-  const [open, setOpen] = useState(false);
-
-  const form = useForm({
-    resolver: zodResolver(ZCreateOrganisationFormSchema),
-    defaultValues: {
-      name: '',
-    },
-  });
-
-  const { mutateAsync: createOrganisation } = trpc.organisation.create.useMutation();
-
-  const { data: plansData } = trpc.billing.plans.get.useQuery();
-
-  const onFormSubmit = async ({ name }: TCreateOrganisationFormSchema) => {
-    try {
-      const response = await createOrganisation({
-        name,
-        priceId: selectedPriceId,
-      });
-
-      if (response.paymentRequired) {
-        window.open(response.checkoutUrl, '_blank');
-      }
-
-      setOpen(false);
-
-      toast({
-        title: t`Success`,
-        description: t`Your organisation has been created.`,
-        duration: 5000,
-      });
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      console.error(error);
-
-      toast({
-        title: t`An unknown error occurred`,
-        description: t`We encountered an unknown error while attempting to create a organisation. Please try again later.`,
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (actionSearchParam === 'add-organisation') {
-      setOpen(true);
-      updateSearchParams({ action: null });
-    }
-  }, [actionSearchParam, open]);
-
-  useEffect(() => {
-    form.reset();
-  }, [open, form]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
-        {trigger ?? (
-          <Button className="flex-shrink-0" variant="secondary">
-            <Trans>Create organisation</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        {match(step)
-          .with('billing', () => (
-            <>
-              <DialogHeader>
-                <DialogTitle>
-                  <Trans>Select a plan</Trans>
-                </DialogTitle>
-
-                <DialogDescription>
-                  <Trans>Select a plan to continue</Trans>
-                </DialogDescription>
-              </DialogHeader>
-              <fieldset aria-label="Plan select">
-                {plansData ? (
-                  <BillingPlanForm
-                    value={selectedPriceId}
-                    onChange={setSelectedPriceId}
-                    plans={plansData.plans}
-                    canCreateFreeOrganisation={plansData.canCreateFreeOrganisation}
-                  />
-                ) : (
-                  <SpinnerBox className="py-32" />
-                )}
-
-                <DialogFooter className="mt-4">
-                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <Button type="submit" onClick={() => setStep('create')}>
-                    <Trans>Continue</Trans>
-                  </Button>
-                </DialogFooter>
-              </fieldset>
-            </>
-          ))
-          .with('create', () => (
-            <>
-              <DialogHeader>
-                <DialogTitle>
-                  <Trans>Create organisation</Trans>
-                </DialogTitle>
-
-                <DialogDescription>
-                  <Trans>Create an organisation to collaborate with teams</Trans>
-                </DialogDescription>
-              </DialogHeader>
-
-              <Form {...form}>
-                <form onSubmit={form.handleSubmit(onFormSubmit)}>
-                  <fieldset
-                    className="flex h-full flex-col space-y-4"
-                    disabled={form.formState.isSubmitting}
-                  >
-                    <FormField
-                      control={form.control}
-                      name="name"
-                      render={({ field }) => (
-                        <FormItem>
-                          <FormLabel required>
-                            <Trans>Organisation Name</Trans>
-                          </FormLabel>
-                          <FormControl>
-                            <Input {...field} />
-                          </FormControl>
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
-
-                    <DialogFooter>
-                      {IS_BILLING_ENABLED() ? (
-                        <Button
-                          type="button"
-                          variant="secondary"
-                          onClick={() => setStep('billing')}
-                        >
-                          <Trans>Back</Trans>
-                        </Button>
-                      ) : (
-                        <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                          <Trans>Cancel</Trans>
-                        </Button>
-                      )}
-
-                      <Button
-                        type="submit"
-                        data-testid="dialog-create-organisation-button"
-                        loading={form.formState.isSubmitting}
-                      >
-                        {selectedPriceId ? <Trans>Checkout</Trans> : <Trans>Create</Trans>}
-                      </Button>
-                    </DialogFooter>
-                  </fieldset>
-                </form>
-              </Form>
-            </>
-          ))
-
-          .exhaustive()}
-      </DialogContent>
-    </Dialog>
-  );
-};
-
-type BillingPlanFormProps = {
-  value: string;
-  onChange: (priceId: string) => void;
-  plans: InternalClaimPlans;
-  canCreateFreeOrganisation: boolean;
-};
-
-const BillingPlanForm = ({
-  value,
-  onChange,
-  plans,
-  canCreateFreeOrganisation,
-}: BillingPlanFormProps) => {
-  const { t } = useLingui();
-
-  const [billingPeriod, setBillingPeriod] = useState<'monthlyPrice' | 'yearlyPrice'>('yearlyPrice');
-
-  const dynamicPlans = useMemo(() => {
-    return [INTERNAL_CLAIM_ID.INDIVIDUAL, INTERNAL_CLAIM_ID.PRO, INTERNAL_CLAIM_ID.PLATFORM].map(
-      (planId) => {
-        const plan = plans[planId];
-
-        return {
-          id: planId,
-          name: plan.name,
-          description: parseMessageDescriptorMacro(t, plan.description),
-          monthlyPrice: plan.monthlyPrice,
-          yearlyPrice: plan.yearlyPrice,
-        };
-      },
-    );
-  }, [plans]);
-
-  useEffect(() => {
-    if (value === '' && !canCreateFreeOrganisation) {
-      onChange(dynamicPlans[0][billingPeriod]?.id ?? '');
-    }
-  }, [value]);
-
-  const onBillingPeriodChange = (billingPeriod: 'monthlyPrice' | 'yearlyPrice') => {
-    const plan = dynamicPlans.find((plan) => plan[billingPeriod]?.id === value);
-
-    setBillingPeriod(billingPeriod);
-
-    onChange(plan?.[billingPeriod]?.id ?? Object.keys(plans)[0]);
-  };
-
-  return (
-    <div className="space-y-4">
-      <Tabs
-        className="flex w-full items-center justify-center"
-        defaultValue="monthlyPrice"
-        value={billingPeriod}
-        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-        onValueChange={(value) => onBillingPeriodChange(value as 'monthlyPrice' | 'yearlyPrice')}
-      >
-        <TabsList className="flex w-full justify-center">
-          <TabsTrigger className="w-full" value="monthlyPrice">
-            <Trans>Monthly</Trans>
-          </TabsTrigger>
-          <TabsTrigger className="w-full" value="yearlyPrice">
-            <Trans>Yearly</Trans>
-          </TabsTrigger>
-        </TabsList>
-      </Tabs>
-
-      <div className="mt-4 grid gap-4 text-sm">
-        <button
-          onClick={() => onChange('')}
-          className={cn(
-            'hover:border-primary flex cursor-pointer items-center space-x-2 rounded-md border p-4 transition-all hover:shadow-sm',
-            {
-              'ring-primary/10 border-primary ring-2 ring-offset-1': '' === value,
-            },
-          )}
-          disabled={!canCreateFreeOrganisation}
-        >
-          <div className="w-full text-left">
-            <div className="flex items-center justify-between">
-              <p className="text-medium">
-                <Trans>Free</Trans>
-              </p>
-
-              <Badge size="small" variant="neutral" className="ml-1.5">
-                {canCreateFreeOrganisation ? (
-                  <Trans>1 Free organisations left</Trans>
-                ) : (
-                  <Trans>0 Free organisations left</Trans>
-                )}
-              </Badge>
-            </div>
-
-            <div className="text-muted-foreground">
-              <Trans>5 documents a month</Trans>
-            </div>
-          </div>
-        </button>
-
-        {dynamicPlans.map((plan) => (
-          <button
-            key={plan[billingPeriod]?.id}
-            onClick={() => onChange(plan[billingPeriod]?.id ?? '')}
-            className={cn(
-              'hover:border-primary flex cursor-pointer items-center space-x-2 rounded-md border p-4 transition-all hover:shadow-sm',
-              {
-                'ring-primary/10 border-primary ring-2 ring-offset-1':
-                  plan[billingPeriod]?.id === value,
-              },
-            )}
-          >
-            <div className="w-full text-left">
-              <p className="font-medium">{plan.name}</p>
-              <p className="text-muted-foreground">{plan.description}</p>
-            </div>
-            <div className="whitespace-nowrap text-right text-sm font-medium">
-              <p>{plan[billingPeriod]?.friendlyPrice}</p>
-              <span className="text-muted-foreground text-xs">
-                {billingPeriod === 'monthlyPrice' ? (
-                  <Trans>per month</Trans>
-                ) : (
-                  <Trans>per year</Trans>
-                )}
-              </span>
-            </div>
-          </button>
-        ))}
-
-        <Link
-          to="https://documen.so/enterprise-cta"
-          target="_blank"
-          className="bg-muted/30 flex items-center space-x-2 rounded-md border p-4"
-        >
-          <div className="flex-1 font-normal">
-            <p className="text-muted-foreground font-medium">
-              <Trans>Enterprise</Trans>
-            </p>
-            <p className="text-muted-foreground flex flex-row items-center gap-1">
-              <Trans>Contact sales here</Trans>
-              <ExternalLinkIcon className="h-4 w-4" />
-            </p>
-          </div>
-        </Link>
-      </div>
-
-      <div className="mt-6 text-center">
-        <Link
-          to="https://documenso.com/pricing"
-          className="text-primary hover:text-primary/80 flex items-center justify-center gap-1 text-sm hover:underline"
-          target="_blank"
-        >
-          <Trans>Compare all plans and features in detail</Trans>
-          <ExternalLinkIcon className="h-4 w-4" />
-        </Link>
-      </div>
-    </div>
-  );
-};

apps/remix/app/components/dialogs/organisation-delete-dialog.tsx

@@ -1,163 +0,0 @@
-import { useEffect, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { useForm } from 'react-hook-form';
-import { useNavigate } from 'react-router';
-import { z } from 'zod';
-
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { AppError } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationDeleteDialogProps = {
-  trigger?: React.ReactNode;
-};
-
-export const OrganisationDeleteDialog = ({ trigger }: OrganisationDeleteDialogProps) => {
-  const navigate = useNavigate();
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const organisation = useCurrentOrganisation();
-
-  const deleteMessage = _(msg`delete ${organisation.name}`);
-
-  const ZDeleteOrganisationFormSchema = z.object({
-    organisationName: z.literal(deleteMessage, {
-      errorMap: () => ({ message: _(msg`You must enter '${deleteMessage}' to proceed`) }),
-    }),
-  });
-
-  const form = useForm({
-    resolver: zodResolver(ZDeleteOrganisationFormSchema),
-    defaultValues: {
-      organisationName: '',
-    },
-  });
-
-  const { mutateAsync: deleteOrganisation } = trpc.organisation.delete.useMutation();
-
-  const onFormSubmit = async () => {
-    try {
-      await deleteOrganisation({ organisationId: organisation.id });
-
-      toast({
-        title: _(msg`Success`),
-        description: _(msg`Your organisation has been successfully deleted.`),
-        duration: 5000,
-      });
-
-      await navigate('/settings/organisations');
-
-      setOpen(false);
-    } catch (err) {
-      const error = AppError.parseError(err);
-      console.error(error);
-
-      toast({
-        title: _(msg`An unknown error occurred`),
-        description: _(
-          msg`We encountered an unknown error while attempting to delete this organisation. Please try again later.`,
-        ),
-        variant: 'destructive',
-        duration: 10000,
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      form.reset();
-    }
-  }, [open, form]);
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="destructive">
-            <Trans>Delete</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Are you sure you wish to delete this organisation?</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>
-              You are about to delete <span className="font-semibold">{organisation.name}</span>.
-              All data related to this organisation such as teams, documents, and all other
-              resources will be deleted. This action is irreversible.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset
-              className="flex h-full flex-col space-y-4"
-              disabled={form.formState.isSubmitting}
-            >
-              <FormField
-                control={form.control}
-                name="organisationName"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>
-                        Confirm by typing <span className="text-destructive">{deleteMessage}</span>
-                      </Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Input className="bg-background" {...field} />
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <DialogFooter>
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
-
-                <Button type="submit" variant="destructive" loading={form.formState.isSubmitting}>
-                  <Trans>Delete</Trans>
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/organisation-group-create-dialog.tsx

@@ -1,253 +0,0 @@
-import { useEffect, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import type { z } from 'zod';
-
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import {
-  ORGANISATION_MEMBER_ROLE_HIERARCHY,
-  ORGANISATION_MEMBER_ROLE_MAP,
-} from '@documenso/lib/constants/organisations';
-import { AppError } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateOrganisationGroupRequestSchema } from '@documenso/trpc/server/organisation-router/create-organisation-group.types';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationGroupCreateDialogProps = {
-  trigger?: React.ReactNode;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZCreateOrganisationGroupFormSchema = ZCreateOrganisationGroupRequestSchema.pick({
-  name: true,
-  memberIds: true,
-  organisationRole: true,
-});
-
-type TCreateOrganisationGroupFormSchema = z.infer<typeof ZCreateOrganisationGroupFormSchema>;
-
-export const OrganisationGroupCreateDialog = ({
-  trigger,
-  ...props
-}: OrganisationGroupCreateDialogProps) => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(false);
-  const organisation = useCurrentOrganisation();
-
-  const form = useForm({
-    resolver: zodResolver(ZCreateOrganisationGroupFormSchema),
-    defaultValues: {
-      name: '',
-      organisationRole: OrganisationMemberRole.MEMBER,
-      memberIds: [],
-    },
-  });
-
-  const { mutateAsync: createOrganisationGroup } = trpc.organisation.group.create.useMutation();
-
-  const { data: membersFindResult, isLoading: isLoadingMembers } =
-    trpc.organisation.member.find.useQuery({
-      organisationId: organisation.id,
-    });
-
-  const members = membersFindResult?.data ?? [];
-
-  const onFormSubmit = async ({
-    name,
-    organisationRole,
-    memberIds,
-  }: TCreateOrganisationGroupFormSchema) => {
-    try {
-      await createOrganisationGroup({
-        organisationId: organisation.id,
-        name,
-        organisationRole,
-        memberIds,
-      });
-
-      setOpen(false);
-
-      toast({
-        title: t`Success`,
-        description: t`Group has been created.`,
-        duration: 5000,
-      });
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      console.error(error);
-
-      toast({
-        title: t`An unknown error occurred`,
-        description: t`We encountered an unknown error while attempting to create a group. Please try again later.`,
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    form.reset();
-  }, [open, form]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
-        {trigger ?? (
-          <Button className="flex-shrink-0" variant="secondary">
-            <Trans>Create group</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Create group</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>Organise your members into groups which can be assigned to teams</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset
-              className="flex h-full flex-col space-y-4"
-              disabled={form.formState.isSubmitting}
-            >
-              <FormField
-                control={form.control}
-                name="name"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel required>
-                      <Trans>Group Name</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Input className="bg-background" {...field} />
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <FormField
-                control={form.control}
-                name="organisationRole"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel required>
-                      <Trans>Organisation role</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Select {...field} onValueChange={field.onChange}>
-                        <SelectTrigger className="text-muted-foreground w-full">
-                          <SelectValue />
-                        </SelectTrigger>
-
-                        <SelectContent position="popper">
-                          {ORGANISATION_MEMBER_ROLE_HIERARCHY[
-                            organisation.currentOrganisationRole
-                          ].map((role) => (
-                            <SelectItem key={role} value={role}>
-                              {t(ORGANISATION_MEMBER_ROLE_MAP[role]) ?? role}
-                            </SelectItem>
-                          ))}
-                        </SelectContent>
-                      </Select>
-                    </FormControl>
-                    <FormMessage />
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <FormField
-                control={form.control}
-                name="memberIds"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Members</Trans>
-                    </FormLabel>
-
-                    <FormControl>
-                      <MultiSelectCombobox
-                        options={members.map((member) => ({
-                          label: member.name,
-                          value: member.id,
-                        }))}
-                        loading={isLoadingMembers}
-                        selectedValues={field.value}
-                        onChange={field.onChange}
-                        className="bg-background w-full"
-                        emptySelectionPlaceholder={t`Select members`}
-                      />
-                    </FormControl>
-
-                    <FormDescription>
-                      <Trans>Select the members to add to this group</Trans>
-                    </FormDescription>
-                  </FormItem>
-                )}
-              />
-
-              <DialogFooter>
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
-
-                <Button
-                  type="submit"
-                  data-testid="dialog-create-organisation-button"
-                  loading={form.formState.isSubmitting}
-                >
-                  <Trans>Create</Trans>
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/organisation-group-delete-dialog.tsx

@@ -1,117 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { trpc } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationGroupDeleteDialogProps = {
-  organisationGroupId: string;
-  organisationGroupName: string;
-  trigger?: React.ReactNode;
-};
-
-export const OrganisationGroupDeleteDialog = ({
-  trigger,
-  organisationGroupId,
-  organisationGroupName,
-}: OrganisationGroupDeleteDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const organisation = useCurrentOrganisation();
-
-  const { mutateAsync: deleteGroup, isPending: isDeleting } =
-    trpc.organisation.group.delete.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`You have successfully removed this group from the organisation.`),
-          duration: 5000,
-        });
-
-        setOpen(false);
-      },
-      onError: () => {
-        toast({
-          title: _(msg`An unknown error occurred`),
-          description: _(
-            msg`We encountered an unknown error while attempting to remove this group. Please try again later.`,
-          ),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Delete organisation group</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Are you sure?</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>
-              You are about to remove the following group from{' '}
-              <span className="font-semibold">{organisation.name}</span>.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="neutral">
-          <AlertDescription className="text-center font-semibold">
-            {organisationGroupName}
-          </AlertDescription>
-        </Alert>
-
-        <fieldset disabled={isDeleting}>
-          <DialogFooter>
-            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-              <Trans>Cancel</Trans>
-            </Button>
-
-            <Button
-              type="submit"
-              variant="destructive"
-              loading={isDeleting}
-              onClick={async () =>
-                deleteGroup({
-                  organisationId: organisation.id,
-                  groupId: organisationGroupId,
-                })
-              }
-            >
-              <Trans>Delete</Trans>
-            </Button>
-          </DialogFooter>
-        </fieldset>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/organisation-leave-dialog.tsx

@@ -1,115 +0,0 @@
-import { useState } from 'react';
-
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
-import type { OrganisationMemberRole } from '@prisma/client';
-
-import { ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations';
-import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { trpc } from '@documenso/trpc/react';
-import { Alert } from '@documenso/ui/primitives/alert';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationLeaveDialogProps = {
-  organisationId: string;
-  organisationName: string;
-  organisationAvatarImageId?: string | null;
-  role: OrganisationMemberRole;
-  trigger?: React.ReactNode;
-};
-
-export const OrganisationLeaveDialog = ({
-  trigger,
-  organisationId,
-  organisationName,
-  organisationAvatarImageId,
-  role,
-}: OrganisationLeaveDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: leaveOrganisation, isPending: isLeavingOrganisation } =
-    trpc.organisation.leave.useMutation({
-      onSuccess: () => {
-        toast({
-          title: t`Success`,
-          description: t`You have successfully left this organisation.`,
-          duration: 5000,
-        });
-
-        setOpen(false);
-      },
-      onError: () => {
-        toast({
-          title: t`An unknown error occurred`,
-          description: t`We encountered an unknown error while attempting to leave this organisation. Please try again later.`,
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isLeavingOrganisation && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="destructive">
-            <Trans>Leave organisation</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Are you sure?</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>You are about to leave the following organisation.</Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="neutral" padding="tight">
-          <AvatarWithText
-            avatarClass="h-12 w-12"
-            avatarSrc={formatAvatarUrl(organisationAvatarImageId)}
-            avatarFallback={organisationName.slice(0, 1).toUpperCase()}
-            primaryText={organisationName}
-            secondaryText={t(ORGANISATION_MEMBER_ROLE_MAP[role])}
-          />
-        </Alert>
-
-        <fieldset disabled={isLeavingOrganisation}>
-          <DialogFooter>
-            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-              <Trans>Cancel</Trans>
-            </Button>
-
-            <Button
-              type="submit"
-              variant="destructive"
-              loading={isLeavingOrganisation}
-              onClick={async () => leaveOrganisation({ organisationId })}
-            >
-              <Trans>Leave</Trans>
-            </Button>
-          </DialogFooter>
-        </fieldset>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/organisation-member-delete-dialog.tsx

@@ -1,123 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { trpc } from '@documenso/trpc/react';
-import { Alert } from '@documenso/ui/primitives/alert';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationMemberDeleteDialogProps = {
-  organisationMemberId: string;
-  organisationMemberName: string;
-  organisationMemberEmail: string;
-  trigger?: React.ReactNode;
-};
-
-export const OrganisationMemberDeleteDialog = ({
-  trigger,
-  organisationMemberId,
-  organisationMemberName,
-  organisationMemberEmail,
-}: OrganisationMemberDeleteDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const organisation = useCurrentOrganisation();
-
-  const { mutateAsync: deleteOrganisationMembers, isPending: isDeletingOrganisationMember } =
-    trpc.organisation.member.delete.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`You have successfully removed this user from the organisation.`),
-          duration: 5000,
-        });
-
-        setOpen(false);
-      },
-      onError: () => {
-        toast({
-          title: _(msg`An unknown error occurred`),
-          description: _(
-            msg`We encountered an unknown error while attempting to remove this user. Please try again later.`,
-          ),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isDeletingOrganisationMember && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Delete organisation member</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Are you sure?</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>
-              You are about to remove the following user from{' '}
-              <span className="font-semibold">{organisation.name}</span>.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Alert variant="neutral" padding="tight">
-          <AvatarWithText
-            avatarClass="h-12 w-12"
-            avatarFallback={organisationMemberName.slice(0, 1).toUpperCase()}
-            primaryText={<span className="font-semibold">{organisationMemberName}</span>}
-            secondaryText={organisationMemberEmail}
-          />
-        </Alert>
-
-        <fieldset disabled={isDeletingOrganisationMember}>
-          <DialogFooter>
-            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-              <Trans>Cancel</Trans>
-            </Button>
-
-            <Button
-              type="submit"
-              variant="destructive"
-              loading={isDeletingOrganisationMember}
-              onClick={async () =>
-                deleteOrganisationMembers({
-                  organisationId: organisation.id,
-                  organisationMemberId,
-                })
-              }
-            >
-              <Trans>Delete</Trans>
-            </Button>
-          </DialogFooter>
-        </fieldset>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/organisation-member-update-dialog.tsx

@@ -1,207 +0,0 @@
-import { useEffect, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import {
-  ORGANISATION_MEMBER_ROLE_HIERARCHY,
-  ORGANISATION_MEMBER_ROLE_MAP,
-} from '@documenso/lib/constants/organisations';
-import { isOrganisationRoleWithinUserHierarchy } from '@documenso/lib/utils/organisations';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type OrganisationMemberUpdateDialogProps = {
-  currentUserOrganisationRole: OrganisationMemberRole;
-  trigger?: React.ReactNode;
-  organisationId: string;
-  organisationMemberId: string;
-  organisationMemberName: string;
-  organisationMemberRole: OrganisationMemberRole;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZUpdateOrganisationMemberFormSchema = z.object({
-  role: z.nativeEnum(OrganisationMemberRole),
-});
-
-type ZUpdateOrganisationMemberSchema = z.infer<typeof ZUpdateOrganisationMemberFormSchema>;
-
-export const OrganisationMemberUpdateDialog = ({
-  currentUserOrganisationRole,
-  trigger,
-  organisationId,
-  organisationMemberId,
-  organisationMemberName,
-  organisationMemberRole,
-  ...props
-}: OrganisationMemberUpdateDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const form = useForm<ZUpdateOrganisationMemberSchema>({
-    resolver: zodResolver(ZUpdateOrganisationMemberFormSchema),
-    defaultValues: {
-      role: organisationMemberRole,
-    },
-  });
-
-  const { mutateAsync: updateOrganisationMember } = trpc.organisation.member.update.useMutation();
-
-  const onFormSubmit = async ({ role }: ZUpdateOrganisationMemberSchema) => {
-    try {
-      await updateOrganisationMember({
-        organisationId,
-        organisationMemberId,
-        data: {
-          role,
-        },
-      });
-
-      toast({
-        title: _(msg`Success`),
-        description: _(msg`You have updated ${organisationMemberName}.`),
-        duration: 5000,
-      });
-
-      setOpen(false);
-    } catch {
-      toast({
-        title: _(msg`An unknown error occurred`),
-        description: _(
-          msg`We encountered an unknown error while attempting to update this organisation member. Please try again later.`,
-        ),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      return;
-    }
-
-    form.reset();
-
-    if (
-      !isOrganisationRoleWithinUserHierarchy(currentUserOrganisationRole, organisationMemberRole)
-    ) {
-      setOpen(false);
-
-      toast({
-        title: _(msg`You cannot modify a organisation member who has a higher role than you.`),
-        variant: 'destructive',
-      });
-    }
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [open, currentUserOrganisationRole, organisationMemberRole, form, toast]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Update organisation member</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Update organisation member</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>
-              You are currently updating{' '}
-              <span className="font-bold">{organisationMemberName}.</span>
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
-              <FormField
-                control={form.control}
-                name="role"
-                render={({ field }) => (
-                  <FormItem className="w-full">
-                    <FormLabel required>
-                      <Trans>Role</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Select {...field} onValueChange={field.onChange}>
-                        <SelectTrigger className="text-muted-foreground">
-                          <SelectValue />
-                        </SelectTrigger>
-
-                        <SelectContent className="w-full" position="popper">
-                          {ORGANISATION_MEMBER_ROLE_HIERARCHY[currentUserOrganisationRole].map(
-                            (role) => (
-                              <SelectItem key={role} value={role}>
-                                {_(ORGANISATION_MEMBER_ROLE_MAP[role]) ?? role}
-                              </SelectItem>
-                            ),
-                          )}
-                        </SelectContent>
-                      </Select>
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <DialogFooter className="mt-4">
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
-
-                <Button type="submit" loading={form.formState.isSubmitting}>
-                  <Trans>Update</Trans>
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx

@@ -49,7 +49,7 @@ import {
 import { Textarea } from '@documenso/ui/primitives/textarea';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type ManagePublicTemplateDialogProps = {
   directTemplates: (Template & {
@@ -95,7 +95,7 @@ export const ManagePublicTemplateDialog = ({
 
   const [open, onOpenChange] = useState(isOpen);
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [selectedTemplateId, setSelectedTemplateId] = useState<number | null>(initialTemplateId);
 

apps/remix/app/components/dialogs/team-checkout-create-dialog.tsx

@@ -0,0 +1,188 @@
+import { useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { AnimatePresence, motion } from 'framer-motion';
+import { Loader, TagIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamCheckoutCreateDialogProps = {
+  pendingTeamId: number | null;
+  onClose: () => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const MotionCard = motion(Card);
+
+export const TeamCheckoutCreateDialog = ({
+  pendingTeamId,
+  onClose,
+  ...props
+}: TeamCheckoutCreateDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [interval, setInterval] = useState<'monthly' | 'yearly'>('monthly');
+
+  const { data, isLoading } = trpc.team.getTeamPrices.useQuery();
+
+  const { mutateAsync: createCheckout, isPending: isCreatingCheckout } =
+    trpc.team.createTeamPendingCheckout.useMutation({
+      onSuccess: (checkoutUrl) => {
+        window.open(checkoutUrl, '_blank');
+        onClose();
+      },
+      onError: () =>
+        toast({
+          title: _(msg`Something went wrong`),
+          description: _(
+            msg`We were unable to create a checkout session. Please try again, or contact support`,
+          ),
+          variant: 'destructive',
+        }),
+    });
+
+  const selectedPrice = useMemo(() => {
+    if (!data) {
+      return null;
+    }
+
+    return data[interval];
+  }, [data, interval]);
+
+  const handleOnOpenChange = (open: boolean) => {
+    if (pendingTeamId === null) {
+      return;
+    }
+
+    if (!open) {
+      onClose();
+    }
+  };
+
+  if (pendingTeamId === null) {
+    return null;
+  }
+
+  return (
+    <Dialog {...props} open={pendingTeamId !== null} onOpenChange={handleOnOpenChange}>
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Team checkout</Trans>
+          </DialogTitle>
+
+          <DialogDescription className="mt-4">
+            <Trans>Payment is required to finalise the creation of your team.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        {(isLoading || !data) && (
+          <div className="flex h-20 items-center justify-center text-sm">
+            {isLoading ? (
+              <Loader className="text-documenso h-6 w-6 animate-spin" />
+            ) : (
+              <p>
+                <Trans>Something went wrong</Trans>
+              </p>
+            )}
+          </div>
+        )}
+
+        {data && selectedPrice && !isLoading && (
+          <div>
+            <Tabs
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+              onValueChange={(value) => setInterval(value as 'monthly' | 'yearly')}
+              value={interval}
+              className="mb-4"
+            >
+              <TabsList className="w-full">
+                {[data.monthly, data.yearly].map((price) => (
+                  <TabsTrigger key={price.priceId} className="w-full" value={price.interval}>
+                    {price.friendlyInterval}
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+
+            <AnimatePresence mode="wait">
+              <MotionCard
+                key={selectedPrice.priceId}
+                initial={{ opacity: 0, y: 15 }}
+                animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                exit={{ opacity: 0, transition: { duration: 0.15 } }}
+              >
+                <CardContent className="flex h-full flex-col p-6">
+                  {selectedPrice.interval === 'monthly' ? (
+                    <div className="text-muted-foreground text-lg font-medium">
+                      $50 USD <span className="text-xs">per month</span>
+                    </div>
+                  ) : (
+                    <div className="text-muted-foreground flex items-center justify-between text-lg font-medium">
+                      <span>
+                        $480 USD <span className="text-xs">per year</span>
+                      </span>
+                      <div className="bg-primary text-primary-foreground ml-2 inline-flex flex-row items-center justify-center rounded px-2 py-1 text-xs">
+                        <TagIcon className="mr-1 h-4 w-4" />
+                        20% off
+                      </div>
+                    </div>
+                  )}
+
+                  <div className="text-muted-foreground mt-1.5 text-sm">
+                    <p>
+                      <Trans>This price includes minimum 5 seats.</Trans>
+                    </p>
+
+                    <p className="mt-1">
+                      <Trans>Adding and removing seats will adjust your invoice accordingly.</Trans>
+                    </p>
+                  </div>
+                </CardContent>
+              </MotionCard>
+            </AnimatePresence>
+
+            <DialogFooter className="mt-4">
+              <Button
+                type="button"
+                variant="secondary"
+                disabled={isCreatingCheckout}
+                onClick={() => onClose()}
+              >
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                loading={isCreatingCheckout}
+                onClick={async () =>
+                  createCheckout({
+                    interval: selectedPrice.interval,
+                    pendingTeamId,
+                  })
+                }
+              >
+                <Trans>Checkout</Trans>
+              </Button>
+            </DialogFooter>
+          </div>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -1,4 +1,4 @@
-import { useEffect, useMemo, useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -7,18 +7,15 @@ import { Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useForm } from 'react-hook-form';
 import { useSearchParams } from 'react-router';
+import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
-import { ZCreateTeamRequestSchema } from '@documenso/trpc/server/team-router/create-team.types';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { ZCreateTeamMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
-import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogContent,
@@ -37,37 +34,29 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type TeamCreateDialogProps = {
   trigger?: React.ReactNode;
-  onCreated?: () => Promise<void>;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZCreateTeamFormSchema = ZCreateTeamRequestSchema.pick({
+const ZCreateTeamFormSchema = ZCreateTeamMutationSchema.pick({
   teamName: true,
   teamUrl: true,
-  inheritMembers: true,
 });
 
 type TCreateTeamFormSchema = z.infer<typeof ZCreateTeamFormSchema>;
 
-export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDialogProps) => {
+export const TeamCreateDialog = ({ trigger, ...props }: TeamCreateDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { refreshSession } = useSession();
 
+  const navigate = useNavigate();
   const [searchParams] = useSearchParams();
   const updateSearchParams = useUpdateSearchParams();
-  const organisation = useCurrentOrganisation();
 
   const [open, setOpen] = useState(false);
 
-  const { data: fullOrganisation } = trpc.organisation.get.useQuery({
-    organisationReference: organisation.id,
-  });
-
   const actionSearchParam = searchParams?.get('action');
 
   const form = useForm({
@@ -75,25 +64,24 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
     defaultValues: {
       teamName: '',
       teamUrl: '',
-      inheritMembers: true,
     },
   });
 
-  const { mutateAsync: createTeam } = trpc.team.create.useMutation();
+  const { mutateAsync: createTeam } = trpc.team.createTeam.useMutation();
 
-  const onFormSubmit = async ({ teamName, teamUrl, inheritMembers }: TCreateTeamFormSchema) => {
+  const onFormSubmit = async ({ teamName, teamUrl }: TCreateTeamFormSchema) => {
     try {
-      await createTeam({
-        organisationId: organisation.id,
+      const response = await createTeam({
         teamName,
         teamUrl,
-        inheritMembers,
       });
 
       setOpen(false);
 
-      await onCreated?.();
-      await refreshSession();
+      if (response.paymentRequired) {
+        await navigate(`/settings/teams?tab=pending&checkout=${response.pendingTeamId}`);
+        return;
+      }
 
       toast({
         title: _(msg`Success`),
@@ -126,22 +114,6 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
     return text.toLowerCase().replace(/\s+/g, '-');
   };
 
-  const dialogState = useMemo(() => {
-    if (!fullOrganisation) {
-      return 'loading';
-    }
-
-    if (fullOrganisation.organisationClaim.teamCount === 0) {
-      return 'form';
-    }
-
-    if (fullOrganisation.organisationClaim.teamCount <= fullOrganisation.teams.length) {
-      return 'alert';
-    }
-
-    return 'form';
-  }, [fullOrganisation]);
-
   useEffect(() => {
     if (actionSearchParam === 'add-team') {
       setOpen(true);
@@ -173,141 +145,89 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
             <Trans>Create team</Trans>
           </DialogTitle>
 
-          <DialogDescription>
+          <DialogDescription className="mt-4">
             <Trans>Create a team to collaborate with your team members.</Trans>
           </DialogDescription>
         </DialogHeader>
 
-        {dialogState === 'loading' && <SpinnerBox className="py-32" />}
-
-        {dialogState === 'alert' && (
-          <>
-            <Alert
-              className="flex flex-col justify-between p-6 sm:flex-row sm:items-center"
-              variant="neutral"
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
             >
-              <AlertDescription className="mr-2">
-                <Trans>
-                  You have reached the maximum number of teams for your plan. Please contact sales
-                  at <a href="mailto:support@documenso.com">support@documenso.com</a> if you would
-                  like to adjust your plan.
-                </Trans>
-              </AlertDescription>
-            </Alert>
+              <FormField
+                control={form.control}
+                name="teamName"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>
+                      <Trans>Team Name</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        {...field}
+                        onChange={(event) => {
+                          const oldGeneratedUrl = mapTextToUrl(field.value);
+                          const newGeneratedUrl = mapTextToUrl(event.target.value);
 
-            <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                <Trans>Cancel</Trans>
-              </Button>
-            </DialogFooter>
-          </>
-        )}
+                          const urlField = form.getValues('teamUrl');
+                          if (urlField === oldGeneratedUrl) {
+                            form.setValue('teamUrl', newGeneratedUrl);
+                          }
 
-        {dialogState === 'form' && (
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onFormSubmit)}>
-              <fieldset
-                className="flex h-full flex-col space-y-4"
-                disabled={form.formState.isSubmitting}
-              >
-                <FormField
-                  control={form.control}
-                  name="teamName"
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormLabel required>
-                        <Trans>Team Name</Trans>
-                      </FormLabel>
-                      <FormControl>
-                        <Input
-                          className="bg-background"
-                          {...field}
-                          onChange={(event) => {
-                            const oldGeneratedUrl = mapTextToUrl(field.value);
-                            const newGeneratedUrl = mapTextToUrl(event.target.value);
+                          field.onChange(event);
+                        }}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-                            const urlField = form.getValues('teamUrl');
-                            if (urlField === oldGeneratedUrl) {
-                              form.setValue('teamUrl', newGeneratedUrl);
-                            }
+              <FormField
+                control={form.control}
+                name="teamUrl"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>
+                      <Trans>Team URL</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} />
+                    </FormControl>
+                    {!form.formState.errors.teamUrl && (
+                      <span className="text-foreground/50 text-xs font-normal">
+                        {field.value ? (
+                          `${NEXT_PUBLIC_WEBAPP_URL()}/t/${field.value}`
+                        ) : (
+                          <Trans>A unique URL to identify your team</Trans>
+                        )}
+                      </span>
+                    )}
 
-                            field.onChange(event);
-                          }}
-                        />
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-                <FormField
-                  control={form.control}
-                  name="teamUrl"
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormLabel required>
-                        <Trans>Team URL</Trans>
-                      </FormLabel>
-                      <FormControl>
-                        <Input className="bg-background" {...field} />
-                      </FormControl>
-                      {!form.formState.errors.teamUrl && (
-                        <span className="text-foreground/50 text-xs font-normal">
-                          {field.value ? (
-                            `${NEXT_PUBLIC_WEBAPP_URL()}/t/${field.value}`
-                          ) : (
-                            <Trans>A unique URL to identify your team</Trans>
-                          )}
-                        </span>
-                      )}
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
 
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-
-                <FormField
-                  control={form.control}
-                  name="inheritMembers"
-                  render={({ field }) => (
-                    <FormItem className="flex items-center space-x-2">
-                      <FormControl>
-                        <div className="flex items-center">
-                          <Checkbox
-                            id="inherit-members"
-                            checked={field.value}
-                            onCheckedChange={field.onChange}
-                          />
-
-                          <label
-                            className="text-muted-foreground ml-2 text-sm"
-                            htmlFor="inherit-members"
-                          >
-                            <Trans>Allow all organisation members to access this team</Trans>
-                          </label>
-                        </div>
-                      </FormControl>
-                    </FormItem>
-                  )}
-                />
-
-                <DialogFooter>
-                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <Button
-                    type="submit"
-                    data-testid="dialog-create-team-button"
-                    loading={form.formState.isSubmitting}
-                  >
-                    <Trans>Create Team</Trans>
-                  </Button>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
-        )}
+                <Button
+                  type="submit"
+                  data-testid="dialog-create-team-button"
+                  loading={form.formState.isSubmitting}
+                >
+                  <Trans>Create Team</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

apps/remix/app/components/dialogs/team-delete-dialog.tsx

@@ -8,7 +8,6 @@ import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
 
-import { useSession } from '@documenso/lib/client-only/providers/session';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
@@ -36,22 +35,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type TeamDeleteDialogProps = {
   teamId: number;
   teamName: string;
-  redirectTo?: string;
   trigger?: React.ReactNode;
 };
 
-export const TeamDeleteDialog = ({
-  trigger,
-  teamId,
-  teamName,
-  redirectTo,
-}: TeamDeleteDialogProps) => {
+export const TeamDeleteDialog = ({ trigger, teamId, teamName }: TeamDeleteDialogProps) => {
   const navigate = useNavigate();
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { refreshSession } = useSession();
 
   const deleteMessage = _(msg`delete ${teamName}`);
 
@@ -68,23 +60,19 @@ export const TeamDeleteDialog = ({
     },
   });
 
-  const { mutateAsync: deleteTeam } = trpc.team.delete.useMutation();
+  const { mutateAsync: deleteTeam } = trpc.team.deleteTeam.useMutation();
 
   const onFormSubmit = async () => {
     try {
       await deleteTeam({ teamId });
 
-      await refreshSession();
-
       toast({
         title: _(msg`Success`),
         description: _(msg`Your team has been successfully deleted.`),
         duration: 5000,
       });
 
-      if (redirectTo) {
-        await navigate(redirectTo);
-      }
+      await navigate('/settings/teams');
 
       setOpen(false);
     } catch (err) {
@@ -125,7 +113,7 @@ export const TeamDeleteDialog = ({
       <DialogTrigger asChild>
         {trigger ?? (
           <Button variant="destructive">
-            <Trans>Delete</Trans>
+            <Trans>Delete team</Trans>
           </Button>
         )}
       </DialogTrigger>

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

@@ -61,12 +61,12 @@ export const TeamEmailAddDialog = ({ teamId, trigger, ...props }: TeamEmailAddDi
     },
   });
 
-  const { mutateAsync: sendTeamEmailVerification, isPending } =
-    trpc.team.email.verification.send.useMutation();
+  const { mutateAsync: createTeamEmailVerification, isPending } =
+    trpc.team.createTeamEmailVerification.useMutation();
 
   const onFormSubmit = async ({ name, email }: TCreateTeamEmailFormSchema) => {
     try {
-      await sendTeamEmailVerification({
+      await createTeamEmailVerification({
         teamId,
         name,
         email,

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

@@ -48,7 +48,7 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
   const { revalidate } = useRevalidator();
 
   const { mutateAsync: deleteTeamEmail, isPending: isDeletingTeamEmail } =
-    trpc.team.email.delete.useMutation({
+    trpc.team.deleteTeamEmail.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),
@@ -67,7 +67,7 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
     });
 
   const { mutateAsync: deleteTeamEmailVerification, isPending: isDeletingTeamEmailVerification } =
-    trpc.team.email.verification.delete.useMutation({
+    trpc.team.deleteTeamEmailVerification.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),

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

@@ -61,7 +61,7 @@ export const TeamEmailUpdateDialog = ({
     },
   });
 
-  const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();
+  const { mutateAsync: updateTeamEmail } = trpc.team.updateTeamEmail.useMutation();
 
   const onFormSubmit = async ({ name }: TUpdateTeamEmailFormSchema) => {
     try {

apps/remix/app/components/dialogs/team-group-create-dialog.tsx

@@ -1,304 +0,0 @@
-import { useEffect, useMemo, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationGroupType, TeamMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import { z } from 'zod';
-
-import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type TeamGroupCreateDialogProps = Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZAddTeamMembersFormSchema = z.object({
-  groups: z.array(
-    z.object({
-      organisationGroupId: z.string(),
-      teamRole: z.nativeEnum(TeamMemberRole),
-    }),
-  ),
-});
-
-type TAddTeamMembersFormSchema = z.infer<typeof ZAddTeamMembersFormSchema>;
-
-export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps) => {
-  const [open, setOpen] = useState(false);
-  const [step, setStep] = useState<'SELECT' | 'ROLES'>('SELECT');
-
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const team = useCurrentTeam();
-
-  const form = useForm<TAddTeamMembersFormSchema>({
-    resolver: zodResolver(ZAddTeamMembersFormSchema),
-    defaultValues: {
-      groups: [],
-    },
-  });
-
-  const { mutateAsync: createTeamGroups } = trpc.team.group.createMany.useMutation();
-
-  const organisationGroupQuery = trpc.organisation.group.find.useQuery({
-    organisationId: team.organisationId,
-    perPage: 100, // Won't really work if they somehow have more than 100 groups.
-    types: [OrganisationGroupType.CUSTOM],
-  });
-
-  const teamGroupQuery = trpc.team.group.find.useQuery({
-    teamId: team.id,
-    perPage: 100, // Won't really work if they somehow have more than 100 groups.
-  });
-
-  const avaliableOrganisationGroups = useMemo(() => {
-    const organisationGroups = organisationGroupQuery.data?.data ?? [];
-    const teamGroups = teamGroupQuery.data?.data ?? [];
-
-    return organisationGroups.filter(
-      (group) => !teamGroups.some((teamGroup) => teamGroup.organisationGroupId === group.id),
-    );
-  }, [organisationGroupQuery, teamGroupQuery]);
-
-  const onFormSubmit = async ({ groups }: TAddTeamMembersFormSchema) => {
-    try {
-      await createTeamGroups({
-        teamId: team.id,
-        groups,
-      });
-
-      toast({
-        title: t`Success`,
-        description: t`Team members have been added.`,
-        duration: 5000,
-      });
-
-      setOpen(false);
-    } catch {
-      toast({
-        title: t`An unknown error occurred`,
-        description: t`We encountered an unknown error while attempting to add team members. Please try again later.`,
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      form.reset();
-      setStep('SELECT');
-    }
-  }, [open, form]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      // Disable automatic onOpenChange events to prevent dialog from closing if auser 'accidentally' clicks the overlay.
-      // Since it would be annoying to redo the whole process.
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        <Button variant="secondary" onClick={() => setOpen(true)}>
-          <Trans>Add groups</Trans>
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent hideClose={true} position="center">
-        {match(step)
-          .with('SELECT', () => (
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Add members</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Select members or groups of members to add to the team.</Trans>
-              </DialogDescription>
-            </DialogHeader>
-          ))
-          .with('ROLES', () => (
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Add group roles</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Configure the team roles for each group</Trans>
-              </DialogDescription>
-            </DialogHeader>
-          ))
-          .exhaustive()}
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset disabled={form.formState.isSubmitting}>
-              {step === 'SELECT' && (
-                <>
-                  <FormField
-                    control={form.control}
-                    name="groups"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>
-                          <Trans>Groups</Trans>
-                        </FormLabel>
-
-                        <FormControl>
-                          <MultiSelectCombobox
-                            options={avaliableOrganisationGroups.map((group) => ({
-                              label: group.name ?? group.organisationRole,
-                              value: group.id,
-                            }))}
-                            loading={organisationGroupQuery.isLoading || teamGroupQuery.isLoading}
-                            selectedValues={field.value.map(
-                              ({ organisationGroupId }) => organisationGroupId,
-                            )}
-                            onChange={(value) => {
-                              field.onChange(
-                                value.map((organisationGroupId) => ({
-                                  organisationGroupId,
-                                  teamRole:
-                                    field.value.find(
-                                      (value) => value.organisationGroupId === organisationGroupId,
-                                    )?.teamRole || TeamMemberRole.MEMBER,
-                                })),
-                              );
-                            }}
-                            className="bg-background w-full"
-                            emptySelectionPlaceholder={t`Select groups`}
-                          />
-                        </FormControl>
-
-                        <FormDescription>
-                          <Trans>Select groups to add to this team</Trans>
-                        </FormDescription>
-                      </FormItem>
-                    )}
-                  />
-
-                  <DialogFooter>
-                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                      <Trans>Cancel</Trans>
-                    </Button>
-
-                    <Button
-                      type="button"
-                      disabled={form.getValues('groups').length === 0}
-                      onClick={() => {
-                        setStep('ROLES');
-                      }}
-                    >
-                      <Trans>Next</Trans>
-                    </Button>
-                  </DialogFooter>
-                </>
-              )}
-
-              {step === 'ROLES' && (
-                <>
-                  <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
-                    {form.getValues('groups').map((group, index) => (
-                      <div className="flex w-full flex-row space-x-4" key={index}>
-                        <div className="w-full space-y-2">
-                          {index === 0 && (
-                            <FormLabel>
-                              <Trans>Group</Trans>
-                            </FormLabel>
-                          )}
-                          <Input
-                            readOnly
-                            className="bg-background"
-                            value={
-                              avaliableOrganisationGroups.find(
-                                ({ id }) => id === group.organisationGroupId,
-                              )?.name || t`Untitled Group`
-                            }
-                          />
-                        </div>
-
-                        <FormField
-                          control={form.control}
-                          name={`groups.${index}.teamRole`}
-                          render={({ field }) => (
-                            <FormItem className="w-full">
-                              {index === 0 && (
-                                <FormLabel required>
-                                  <Trans>Team Role</Trans>
-                                </FormLabel>
-                              )}
-                              <FormControl>
-                                <Select {...field} onValueChange={field.onChange}>
-                                  <SelectTrigger className="text-muted-foreground">
-                                    <SelectValue />
-                                  </SelectTrigger>
-
-                                  <SelectContent position="popper">
-                                    {TEAM_MEMBER_ROLE_HIERARCHY[team.currentTeamRole].map(
-                                      (role) => (
-                                        <SelectItem key={role} value={role}>
-                                          {t(TEAM_MEMBER_ROLE_MAP[role]) ?? role}
-                                        </SelectItem>
-                                      ),
-                                    )}
-                                  </SelectContent>
-                                </Select>
-                              </FormControl>
-                              <FormMessage />
-                            </FormItem>
-                          )}
-                        />
-                      </div>
-                    ))}
-                  </div>
-
-                  <DialogFooter className="mt-4">
-                    <Button type="button" variant="secondary" onClick={() => setStep('SELECT')}>
-                      <Trans>Back</Trans>
-                    </Button>
-
-                    <Button type="submit" loading={form.formState.isSubmitting}>
-                      <Trans>Create Groups</Trans>
-                    </Button>
-                  </DialogFooter>
-                </>
-              )}
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/team-group-delete-dialog.tsx

@@ -1,139 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { TeamMemberRole } from '@prisma/client';
-
-import { isTeamRoleWithinUserHierarchy } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type TeamGroupDeleteDialogProps = {
-  trigger?: React.ReactNode;
-  teamGroupId: string;
-  teamGroupName: string;
-  teamGroupRole: TeamMemberRole;
-};
-
-export const TeamGroupDeleteDialog = ({
-  trigger,
-  teamGroupId,
-  teamGroupName,
-  teamGroupRole,
-}: TeamGroupDeleteDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const team = useCurrentTeam();
-
-  const { mutateAsync: deleteGroup, isPending: isDeleting } = trpc.team.group.delete.useMutation({
-    onSuccess: () => {
-      toast({
-        title: _(msg`Success`),
-        description: _(msg`You have successfully removed this group from the team.`),
-        duration: 5000,
-      });
-
-      setOpen(false);
-    },
-    onError: () => {
-      toast({
-        title: _(msg`An unknown error occurred`),
-        description: _(
-          msg`We encountered an unknown error while attempting to remove this group. Please try again later.`,
-        ),
-        variant: 'destructive',
-        duration: 10000,
-      });
-    },
-  });
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
-      <DialogTrigger asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Delete team group</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Are you sure?</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>
-              You are about to remove the following group from{' '}
-              <span className="font-semibold">{team.name}</span>.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        {isTeamRoleWithinUserHierarchy(team.currentTeamRole, teamGroupRole) ? (
-          <>
-            <Alert variant="neutral">
-              <AlertDescription className="text-center font-semibold">
-                {teamGroupName}
-              </AlertDescription>
-            </Alert>
-
-            <fieldset disabled={isDeleting}>
-              <DialogFooter>
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
-
-                <Button
-                  type="submit"
-                  variant="destructive"
-                  loading={isDeleting}
-                  onClick={async () =>
-                    deleteGroup({
-                      teamId: team.id,
-                      teamGroupId: teamGroupId,
-                    })
-                  }
-                >
-                  <Trans>Delete</Trans>
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </>
-        ) : (
-          <>
-            <Alert variant="neutral">
-              <AlertDescription className="text-center font-semibold">
-                <Trans>You cannot delete a group which has a higher role than you.</Trans>
-              </AlertDescription>
-            </Alert>
-
-            <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                <Trans>Close</Trans>
-              </Button>
-            </DialogFooter>
-          </>
-        )}
-      </DialogContent>
-    </Dialog>
-  );
-};

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

@@ -1,211 +0,0 @@
-import { useEffect, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { TeamMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import {
-  EXTENDED_TEAM_MEMBER_ROLE_MAP,
-  TEAM_MEMBER_ROLE_HIERARCHY,
-} from '@documenso/lib/constants/teams';
-import { isTeamRoleWithinUserHierarchy } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type TeamGroupUpdateDialogProps = {
-  trigger?: React.ReactNode;
-  teamGroupId: string;
-  teamGroupName: string;
-  teamGroupRole: TeamMemberRole;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZUpdateTeamGroupFormSchema = z.object({
-  role: z.nativeEnum(TeamMemberRole),
-});
-
-type ZUpdateTeamGroupSchema = z.infer<typeof ZUpdateTeamGroupFormSchema>;
-
-export const TeamGroupUpdateDialog = ({
-  trigger,
-  teamGroupId,
-  teamGroupName,
-  teamGroupRole,
-  ...props
-}: TeamGroupUpdateDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const team = useCurrentTeam();
-
-  const form = useForm<ZUpdateTeamGroupSchema>({
-    resolver: zodResolver(ZUpdateTeamGroupFormSchema),
-    defaultValues: {
-      role: teamGroupRole,
-    },
-  });
-
-  const { mutateAsync: updateTeamGroup } = trpc.team.group.update.useMutation();
-
-  const onFormSubmit = async ({ role }: ZUpdateTeamGroupSchema) => {
-    try {
-      await updateTeamGroup({
-        id: teamGroupId,
-        data: {
-          teamRole: role,
-        },
-      });
-
-      toast({
-        title: _(msg`Success`),
-        description: _(msg`You have updated the team group.`),
-        duration: 5000,
-      });
-
-      setOpen(false);
-    } catch {
-      toast({
-        title: _(msg`An unknown error occurred`),
-        description: _(
-          msg`We encountered an unknown error while attempting to update this team member. Please try again later.`,
-        ),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      return;
-    }
-
-    form.reset();
-
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [open, team.currentTeamRole, teamGroupRole, form, toast]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Update team group</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Update team group</Trans>
-          </DialogTitle>
-
-          <DialogDescription>
-            <Trans>
-              You are currently updating the <span className="font-bold">{teamGroupName}</span> team
-              group.
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        {isTeamRoleWithinUserHierarchy(team.currentTeamRole, teamGroupRole) ? (
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onFormSubmit)}>
-              <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
-                <FormField
-                  control={form.control}
-                  name="role"
-                  render={({ field }) => (
-                    <FormItem className="w-full">
-                      <FormLabel required>
-                        <Trans>Role</Trans>
-                      </FormLabel>
-                      <FormControl>
-                        <Select {...field} onValueChange={field.onChange}>
-                          <SelectTrigger className="text-muted-foreground">
-                            <SelectValue />
-                          </SelectTrigger>
-
-                          <SelectContent className="w-full" position="popper">
-                            {TEAM_MEMBER_ROLE_HIERARCHY[team.currentTeamRole].map((role) => (
-                              <SelectItem key={role} value={role}>
-                                {_(EXTENDED_TEAM_MEMBER_ROLE_MAP[role]) ?? role}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-
-                <DialogFooter className="mt-4">
-                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <Button type="submit" loading={form.formState.isSubmitting}>
-                    <Trans>Update</Trans>
-                  </Button>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
-        ) : (
-          <>
-            <Alert variant="neutral">
-              <AlertDescription className="text-center font-semibold">
-                <Trans>You cannot modify a group which has a higher role than you.</Trans>
-              </AlertDescription>
-            </Alert>
-
-            <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                <Trans>Close</Trans>
-              </Button>
-            </DialogFooter>
-          </>
-        )}
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/team-leave-dialog.tsx

@@ -0,0 +1,117 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { TeamMemberRole } from '@prisma/client';
+
+import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { trpc } from '@documenso/trpc/react';
+import { Alert } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamLeaveDialogProps = {
+  teamId: number;
+  teamName: string;
+  teamAvatarImageId?: string | null;
+  role: TeamMemberRole;
+  trigger?: React.ReactNode;
+};
+
+export const TeamLeaveDialog = ({
+  trigger,
+  teamId,
+  teamName,
+  teamAvatarImageId,
+  role,
+}: TeamLeaveDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: leaveTeam, isPending: isLeavingTeam } = trpc.team.leaveTeam.useMutation({
+    onSuccess: () => {
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`You have successfully left this team.`),
+        duration: 5000,
+      });
+
+      setOpen(false);
+    },
+    onError: () => {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to leave this team. Please try again later.`,
+        ),
+        variant: 'destructive',
+        duration: 10000,
+      });
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLeavingTeam && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="destructive">
+            <Trans>Leave team</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Are you sure?</Trans>
+          </DialogTitle>
+
+          <DialogDescription className="mt-4">
+            <Trans>You are about to leave the following team.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="neutral" padding="tight">
+          <AvatarWithText
+            avatarClass="h-12 w-12"
+            avatarSrc={formatAvatarUrl(teamAvatarImageId)}
+            avatarFallback={teamName.slice(0, 1).toUpperCase()}
+            primaryText={teamName}
+            secondaryText={_(TEAM_MEMBER_ROLE_MAP[role])}
+          />
+        </Alert>
+
+        <fieldset disabled={isLeavingTeam}>
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              <Trans>Cancel</Trans>
+            </Button>
+
+            <Button
+              type="submit"
+              variant="destructive"
+              loading={isLeavingTeam}
+              onClick={async () => leaveTeam({ teamId })}
+            >
+              <Trans>Leave</Trans>
+            </Button>
+          </DialogFooter>
+        </fieldset>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/team-member-create-dialog.tsx

@@ -1,304 +0,0 @@
-import { useEffect, useMemo, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, useLingui } from '@lingui/react/macro';
-import { TeamMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import { z } from 'zod';
-
-import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
-import { trpc } from '@documenso/trpc/react';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export type TeamMemberCreateDialogProps = {
-  trigger?: React.ReactNode;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZAddTeamMembersFormSchema = z.object({
-  members: z.array(
-    z.object({
-      organisationMemberId: z.string(),
-      teamRole: z.nativeEnum(TeamMemberRole),
-    }),
-  ),
-});
-
-type TAddTeamMembersFormSchema = z.infer<typeof ZAddTeamMembersFormSchema>;
-
-export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDialogProps) => {
-  const [open, setOpen] = useState(false);
-  const [step, setStep] = useState<'SELECT' | 'MEMBERS'>('SELECT');
-
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const team = useCurrentTeam();
-
-  const form = useForm<TAddTeamMembersFormSchema>({
-    resolver: zodResolver(ZAddTeamMembersFormSchema),
-    defaultValues: {
-      members: [],
-    },
-  });
-
-  const { mutateAsync: createTeamMembers } = trpc.team.member.createMany.useMutation();
-
-  const organisationMemberQuery = trpc.organisation.member.find.useQuery({
-    organisationId: team.organisationId,
-  });
-
-  const teamMemberQuery = trpc.team.member.find.useQuery({
-    teamId: team.id,
-  });
-
-  const avaliableOrganisationMembers = useMemo(() => {
-    const organisationMembers = organisationMemberQuery.data?.data ?? [];
-    const teamMembers = teamMemberQuery.data?.data ?? [];
-
-    return organisationMembers.filter(
-      (member) => !teamMembers.some((teamMember) => teamMember.id === member.id),
-    );
-  }, [organisationMemberQuery, teamMemberQuery]);
-
-  const onFormSubmit = async ({ members }: TAddTeamMembersFormSchema) => {
-    try {
-      await createTeamMembers({
-        teamId: team.id,
-        organisationMembers: members,
-      });
-
-      toast({
-        title: t`Success`,
-        description: t`Team members have been added.`,
-        duration: 5000,
-      });
-
-      setOpen(false);
-    } catch {
-      toast({
-        title: t`An unknown error occurred`,
-        description: t`We encountered an unknown error while attempting to add team members. Please try again later.`,
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      form.reset();
-      setStep('SELECT');
-    }
-  }, [open, form]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      // Disable automatic onOpenChange events to prevent dialog from closing if auser 'accidentally' clicks the overlay.
-      // Since it would be annoying to redo the whole process.
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        <Button variant="secondary" onClick={() => setOpen(true)}>
-          <Trans>Add members</Trans>
-        </Button>
-      </DialogTrigger>
-
-      <DialogContent hideClose={true} position="center">
-        {match(step)
-          .with('SELECT', () => (
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Add members</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Select members or groups of members to add to the team.</Trans>
-              </DialogDescription>
-            </DialogHeader>
-          ))
-          .with('MEMBERS', () => (
-            <DialogHeader>
-              <DialogTitle>
-                <Trans>Add members roles</Trans>
-              </DialogTitle>
-
-              <DialogDescription>
-                <Trans>Configure the team roles for each member</Trans>
-              </DialogDescription>
-            </DialogHeader>
-          ))
-          .exhaustive()}
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset disabled={form.formState.isSubmitting}>
-              {step === 'SELECT' && (
-                <>
-                  <FormField
-                    control={form.control}
-                    name="members"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>
-                          <Trans>Members</Trans>
-                        </FormLabel>
-
-                        <FormControl>
-                          <MultiSelectCombobox
-                            options={avaliableOrganisationMembers.map((member) => ({
-                              label: member.name,
-                              value: member.id,
-                            }))}
-                            loading={organisationMemberQuery.isLoading}
-                            selectedValues={field.value.map(
-                              (member) => member.organisationMemberId,
-                            )}
-                            onChange={(value) => {
-                              field.onChange(
-                                value.map((organisationMemberId) => ({
-                                  organisationMemberId,
-                                  teamRole:
-                                    field.value.find(
-                                      (member) =>
-                                        member.organisationMemberId === organisationMemberId,
-                                    )?.teamRole || TeamMemberRole.MEMBER,
-                                })),
-                              );
-                            }}
-                            className="bg-background w-full"
-                            emptySelectionPlaceholder={t`Select members`}
-                          />
-                        </FormControl>
-
-                        <FormDescription>
-                          <Trans>Select members to add to this team</Trans>
-                        </FormDescription>
-                      </FormItem>
-                    )}
-                  />
-
-                  <DialogFooter>
-                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                      <Trans>Cancel</Trans>
-                    </Button>
-
-                    <Button
-                      type="button"
-                      disabled={form.getValues('members').length === 0}
-                      onClick={() => {
-                        setStep('MEMBERS');
-                      }}
-                    >
-                      <Trans>Next</Trans>
-                    </Button>
-                  </DialogFooter>
-                </>
-              )}
-
-              {step === 'MEMBERS' && (
-                <>
-                  <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
-                    {form.getValues('members').map((member, index) => (
-                      <div className="flex w-full flex-row space-x-4" key={index}>
-                        <div className="w-full space-y-2">
-                          {index === 0 && (
-                            <FormLabel>
-                              <Trans>Member</Trans>
-                            </FormLabel>
-                          )}
-                          <Input
-                            readOnly
-                            className="bg-background"
-                            value={
-                              organisationMemberQuery.data?.data.find(
-                                ({ id }) => id === member.organisationMemberId,
-                              )?.name || ''
-                            }
-                          />
-                        </div>
-
-                        <FormField
-                          control={form.control}
-                          name={`members.${index}.teamRole`}
-                          render={({ field }) => (
-                            <FormItem className="w-full">
-                              {index === 0 && (
-                                <FormLabel required>
-                                  <Trans>Team Role</Trans>
-                                </FormLabel>
-                              )}
-                              <FormControl>
-                                <Select {...field} onValueChange={field.onChange}>
-                                  <SelectTrigger className="text-muted-foreground">
-                                    <SelectValue />
-                                  </SelectTrigger>
-
-                                  <SelectContent position="popper">
-                                    {TEAM_MEMBER_ROLE_HIERARCHY[team.currentTeamRole].map(
-                                      (role) => (
-                                        <SelectItem key={role} value={role}>
-                                          {t(TEAM_MEMBER_ROLE_MAP[role]) ?? role}
-                                        </SelectItem>
-                                      ),
-                                    )}
-                                  </SelectContent>
-                                </Select>
-                              </FormControl>
-                              <FormMessage />
-                            </FormItem>
-                          )}
-                        />
-                      </div>
-                    ))}
-                  </div>
-
-                  <DialogFooter className="mt-4">
-                    <Button type="button" variant="secondary" onClick={() => setStep('SELECT')}>
-                      <Trans>Back</Trans>
-                    </Button>
-
-                    <Button type="submit" loading={form.formState.isSubmitting}>
-                      <Trans>Add Members</Trans>
-                    </Button>
-                  </DialogFooter>
-                </>
-              )}
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/remix/app/components/dialogs/team-member-delete-dialog.tsx

@@ -22,9 +22,9 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type TeamMemberDeleteDialogProps = {
   teamId: number;
   teamName: string;
-  memberId: string;
-  memberName: string;
-  memberEmail: string;
+  teamMemberId: number;
+  teamMemberName: string;
+  teamMemberEmail: string;
   trigger?: React.ReactNode;
 };
 
@@ -32,17 +32,17 @@ export const TeamMemberDeleteDialog = ({
   trigger,
   teamId,
   teamName,
-  memberId,
-  memberName,
-  memberEmail,
+  teamMemberId,
+  teamMemberName,
+  teamMemberEmail,
 }: TeamMemberDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const { mutateAsync: deleteTeamMember, isPending: isDeletingTeamMember } =
-    trpc.team.member.delete.useMutation({
+  const { mutateAsync: deleteTeamMembers, isPending: isDeletingTeamMember } =
+    trpc.team.deleteTeamMembers.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),
@@ -69,7 +69,7 @@ export const TeamMemberDeleteDialog = ({
       <DialogTrigger asChild>
         {trigger ?? (
           <Button variant="secondary">
-            <Trans>Remove team member</Trans>
+            <Trans>Delete team member</Trans>
           </Button>
         )}
       </DialogTrigger>
@@ -91,9 +91,9 @@ export const TeamMemberDeleteDialog = ({
         <Alert variant="neutral" padding="tight">
           <AvatarWithText
             avatarClass="h-12 w-12"
-            avatarFallback={memberName.slice(0, 1).toUpperCase()}
-            primaryText={<span className="font-semibold">{memberName}</span>}
-            secondaryText={memberEmail}
+            avatarFallback={teamMemberName.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold">{teamMemberName}</span>}
+            secondaryText={teamMemberEmail}
           />
         </Alert>
 
@@ -107,9 +107,9 @@ export const TeamMemberDeleteDialog = ({
               type="submit"
               variant="destructive"
               loading={isDeletingTeamMember}
-              onClick={async () => deleteTeamMember({ teamId, memberId })}
+              onClick={async () => deleteTeamMembers({ teamId, teamMemberIds: [teamMemberId] })}
             >
-              <Trans>Remove</Trans>
+              <Trans>Delete</Trans>
             </Button>
           </DialogFooter>
         </fieldset>

apps/remix/app/components/dialogs/team-member-invite-dialog.tsx

@@ -4,7 +4,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { TeamMemberRole } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { Download, Mail, MailIcon, PlusCircle, Trash, Upload, UsersIcon } from 'lucide-react';
 import Papa, { type ParseResult } from 'papaparse';
@@ -12,13 +12,9 @@ import { useFieldArray, useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { downloadFile } from '@documenso/lib/client-only/download-file';
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import {
-  ORGANISATION_MEMBER_ROLE_HIERARCHY,
-  ORGANISATION_MEMBER_ROLE_MAP,
-} from '@documenso/lib/constants/organisations';
+import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
 import { trpc } from '@documenso/trpc/react';
-import { ZCreateOrganisationMemberInvitesRequestSchema } from '@documenso/trpc/server/organisation-router/create-organisation-member-invites.types';
+import { ZCreateTeamMemberInvitesMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -50,13 +46,15 @@ import {
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export type OrganisationMemberInviteDialogProps = {
+import { useCurrentTeam } from '~/providers/team';
+
+export type TeamMemberInviteDialogProps = {
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZInviteOrganisationMembersFormSchema = z
+const ZInviteTeamMembersFormSchema = z
   .object({
-    invitations: ZCreateOrganisationMemberInvitesRequestSchema.shape.invitations,
+    invitations: ZCreateTeamMemberInvitesMutationSchema.shape.invitations,
   })
   // Display exactly which rows are duplicates.
   .superRefine((items, ctx) => {
@@ -86,21 +84,18 @@ const ZInviteOrganisationMembersFormSchema = z
     }
   });
 
-type TInviteOrganisationMembersFormSchema = z.infer<typeof ZInviteOrganisationMembersFormSchema>;
+type TInviteTeamMembersFormSchema = z.infer<typeof ZInviteTeamMembersFormSchema>;
 
 type TabTypes = 'INDIVIDUAL' | 'BULK';
 
-const ZImportOrganisationMemberSchema = z.array(
+const ZImportTeamMemberSchema = z.array(
   z.object({
     email: z.string().email(),
-    organisationRole: z.nativeEnum(OrganisationMemberRole),
+    role: z.nativeEnum(TeamMemberRole),
   }),
 );
 
-export const OrganisationMemberInviteDialog = ({
-  trigger,
-  ...props
-}: OrganisationMemberInviteDialogProps) => {
+export const TeamMemberInviteDialog = ({ trigger, ...props }: TeamMemberInviteDialogProps) => {
   const [open, setOpen] = useState(false);
   const fileInputRef = useRef<HTMLInputElement>(null);
   const [invitationType, setInvitationType] = useState<TabTypes>('INDIVIDUAL');
@@ -108,49 +103,48 @@ export const OrganisationMemberInviteDialog = ({
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const organisation = useCurrentOrganisation();
+  const team = useCurrentTeam();
 
-  const form = useForm<TInviteOrganisationMembersFormSchema>({
-    resolver: zodResolver(ZInviteOrganisationMembersFormSchema),
+  const form = useForm<TInviteTeamMembersFormSchema>({
+    resolver: zodResolver(ZInviteTeamMembersFormSchema),
     defaultValues: {
       invitations: [
         {
           email: '',
-          organisationRole: OrganisationMemberRole.MEMBER,
+          role: TeamMemberRole.MEMBER,
         },
       ],
     },
   });
 
   const {
-    append: appendOrganisationMemberInvite,
-    fields: organisationMemberInvites,
-    remove: removeOrganisationMemberInvite,
+    append: appendTeamMemberInvite,
+    fields: teamMemberInvites,
+    remove: removeTeamMemberInvite,
   } = useFieldArray({
     control: form.control,
     name: 'invitations',
   });
 
-  const { mutateAsync: createOrganisationMemberInvites } =
-    trpc.organisation.member.invite.createMany.useMutation();
+  const { mutateAsync: createTeamMemberInvites } = trpc.team.createTeamMemberInvites.useMutation();
 
-  const onAddOrganisationMemberInvite = () => {
-    appendOrganisationMemberInvite({
+  const onAddTeamMemberInvite = () => {
+    appendTeamMemberInvite({
       email: '',
-      organisationRole: OrganisationMemberRole.MEMBER,
+      role: TeamMemberRole.MEMBER,
     });
   };
 
-  const onFormSubmit = async ({ invitations }: TInviteOrganisationMembersFormSchema) => {
+  const onFormSubmit = async ({ invitations }: TInviteTeamMembersFormSchema) => {
     try {
-      await createOrganisationMemberInvites({
-        organisationId: organisation.id,
+      await createTeamMemberInvites({
+        teamId: team.id,
         invitations,
       });
 
       toast({
         title: _(msg`Success`),
-        description: _(msg`Organisation invitations have been sent.`),
+        description: _(msg`Team invitations have been sent.`),
         duration: 5000,
       });
 
@@ -159,7 +153,7 @@ export const OrganisationMemberInviteDialog = ({
       toast({
         title: _(msg`An unknown error occurred`),
         description: _(
-          msg`We encountered an unknown error while attempting to invite organisation members. Please try again later.`,
+          msg`We encountered an unknown error while attempting to invite team members. Please try again later.`,
         ),
         variant: 'destructive',
       });
@@ -189,17 +183,17 @@ export const OrganisationMemberInviteDialog = ({
 
           return {
             email: email.trim(),
-            organisationRole: role.trim().toUpperCase(),
+            role: role.trim().toUpperCase(),
           };
         });
 
         // Remove the first row if it contains the headers.
-        if (members.length > 1 && members[0].organisationRole.toUpperCase() === 'ROLE') {
+        if (members.length > 1 && members[0].role.toUpperCase() === 'ROLE') {
           members.shift();
         }
 
         try {
-          const importedInvitations = ZImportOrganisationMemberSchema.parse(members);
+          const importedInvitations = ZImportTeamMemberSchema.parse(members);
 
           form.setValue('invitations', importedInvitations);
           form.clearErrors('invitations');
@@ -235,7 +229,7 @@ export const OrganisationMemberInviteDialog = ({
     });
 
     downloadFile({
-      filename: 'documenso-organisation-member-invites-template.csv',
+      filename: 'documenso-team-member-invites-template.csv',
       data: blob,
     });
   };
@@ -257,7 +251,7 @@ export const OrganisationMemberInviteDialog = ({
       <DialogContent position="center">
         <DialogHeader>
           <DialogTitle>
-            <Trans>Invite organisation members</Trans>
+            <Trans>Invite team members</Trans>
           </DialogTitle>
 
           <DialogDescription className="mt-4">
@@ -290,11 +284,8 @@ export const OrganisationMemberInviteDialog = ({
                   disabled={form.formState.isSubmitting}
                 >
                   <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
-                    {organisationMemberInvites.map((organisationMemberInvite, index) => (
-                      <div
-                        className="flex w-full flex-row space-x-4"
-                        key={organisationMemberInvite.id}
-                      >
+                    {teamMemberInvites.map((teamMemberInvite, index) => (
+                      <div className="flex w-full flex-row space-x-4" key={teamMemberInvite.id}>
                         <FormField
                           control={form.control}
                           name={`invitations.${index}.email`}
@@ -315,12 +306,12 @@ export const OrganisationMemberInviteDialog = ({
 
                         <FormField
                           control={form.control}
-                          name={`invitations.${index}.organisationRole`}
+                          name={`invitations.${index}.role`}
                           render={({ field }) => (
                             <FormItem className="w-full">
                               {index === 0 && (
                                 <FormLabel required>
-                                  <Trans>Organisation Role</Trans>
+                                  <Trans>Role</Trans>
                                 </FormLabel>
                               )}
                               <FormControl>
@@ -330,13 +321,13 @@ export const OrganisationMemberInviteDialog = ({
                                   </SelectTrigger>
 
                                   <SelectContent position="popper">
-                                    {ORGANISATION_MEMBER_ROLE_HIERARCHY[
-                                      organisation.currentOrganisationRole
-                                    ].map((role) => (
-                                      <SelectItem key={role} value={role}>
-                                        {_(ORGANISATION_MEMBER_ROLE_MAP[role]) ?? role}
-                                      </SelectItem>
-                                    ))}
+                                    {TEAM_MEMBER_ROLE_HIERARCHY[team.currentTeamMember.role].map(
+                                      (role) => (
+                                        <SelectItem key={role} value={role}>
+                                          {_(TEAM_MEMBER_ROLE_MAP[role]) ?? role}
+                                        </SelectItem>
+                                      ),
+                                    )}
                                   </SelectContent>
                                 </Select>
                               </FormControl>
@@ -351,8 +342,8 @@ export const OrganisationMemberInviteDialog = ({
                             'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                             index === 0 ? 'mt-8' : 'mt-0',
                           )}
-                          disabled={organisationMemberInvites.length === 1}
-                          onClick={() => removeOrganisationMemberInvite(index)}
+                          disabled={teamMemberInvites.length === 1}
+                          onClick={() => removeTeamMemberInvite(index)}
                         >
                           <Trash className="h-5 w-5" />
                         </button>
@@ -365,7 +356,7 @@ export const OrganisationMemberInviteDialog = ({
                     size="sm"
                     variant="outline"
                     className="w-fit"
-                    onClick={() => onAddOrganisationMemberInvite()}
+                    onClick={() => onAddTeamMemberInvite()}
                   >
                     <PlusCircle className="mr-2 h-4 w-4" />
                     <Trans>Add more</Trans>

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

@@ -43,9 +43,9 @@ export type TeamMemberUpdateDialogProps = {
   currentUserTeamRole: TeamMemberRole;
   trigger?: React.ReactNode;
   teamId: number;
-  memberId: string;
-  memberName: string;
-  memberTeamRole: TeamMemberRole;
+  teamMemberId: number;
+  teamMemberName: string;
+  teamMemberRole: TeamMemberRole;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZUpdateTeamMemberFormSchema = z.object({
@@ -58,9 +58,9 @@ export const TeamMemberUpdateDialog = ({
   currentUserTeamRole,
   trigger,
   teamId,
-  memberId,
-  memberName,
-  memberTeamRole,
+  teamMemberId,
+  teamMemberName,
+  teamMemberRole,
   ...props
 }: TeamMemberUpdateDialogProps) => {
   const [open, setOpen] = useState(false);
@@ -71,17 +71,17 @@ export const TeamMemberUpdateDialog = ({
   const form = useForm<ZUpdateTeamMemberSchema>({
     resolver: zodResolver(ZUpdateTeamMemberFormSchema),
     defaultValues: {
-      role: memberTeamRole,
+      role: teamMemberRole,
     },
   });
 
-  const { mutateAsync: updateTeamMember } = trpc.team.member.update.useMutation();
+  const { mutateAsync: updateTeamMember } = trpc.team.updateTeamMember.useMutation();
 
   const onFormSubmit = async ({ role }: ZUpdateTeamMemberSchema) => {
     try {
       await updateTeamMember({
         teamId,
-        memberId,
+        teamMemberId,
         data: {
           role,
         },
@@ -89,7 +89,7 @@ export const TeamMemberUpdateDialog = ({
 
       toast({
         title: _(msg`Success`),
-        description: _(msg`You have updated ${memberName}.`),
+        description: _(msg`You have updated ${teamMemberName}.`),
         duration: 5000,
       });
 
@@ -112,7 +112,7 @@ export const TeamMemberUpdateDialog = ({
 
     form.reset();
 
-    if (!isTeamRoleWithinUserHierarchy(currentUserTeamRole, memberTeamRole)) {
+    if (!isTeamRoleWithinUserHierarchy(currentUserTeamRole, teamMemberRole)) {
       setOpen(false);
 
       toast({
@@ -121,7 +121,7 @@ export const TeamMemberUpdateDialog = ({
       });
     }
     // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [open, currentUserTeamRole, memberTeamRole, form, toast]);
+  }, [open, currentUserTeamRole, teamMemberRole, form, toast]);
 
   return (
     <Dialog
@@ -143,9 +143,9 @@ export const TeamMemberUpdateDialog = ({
             <Trans>Update team member</Trans>
           </DialogTitle>
 
-          <DialogDescription>
+          <DialogDescription className="mt-4">
             <Trans>
-              You are currently updating <span className="font-bold">{memberName}.</span>
+              You are currently updating <span className="font-bold">{teamMemberName}.</span>
             </Trans>
           </DialogDescription>
         </DialogHeader>

apps/remix/app/components/dialogs/team-transfer-dialog.tsx

@@ -0,0 +1,272 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useRevalidator } from 'react-router';
+import { z } from 'zod';
+
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamTransferDialogProps = {
+  teamId: number;
+  teamName: string;
+  ownerUserId: number;
+  trigger?: React.ReactNode;
+};
+
+export const TeamTransferDialog = ({
+  trigger,
+  teamId,
+  teamName,
+  ownerUserId,
+}: TeamTransferDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
+
+  const { mutateAsync: requestTeamOwnershipTransfer } =
+    trpc.team.requestTeamOwnershipTransfer.useMutation();
+
+  const {
+    data,
+    refetch: refetchTeamMembers,
+    isPending: loadingTeamMembers,
+    isLoadingError: loadingTeamMembersError,
+  } = trpc.team.getTeamMembers.useQuery({
+    teamId,
+  });
+
+  const confirmTransferMessage = _(msg`transfer ${teamName}`);
+
+  const ZTransferTeamFormSchema = z.object({
+    teamName: z.literal(confirmTransferMessage, {
+      errorMap: () => ({ message: `You must enter '${confirmTransferMessage}' to proceed` }),
+    }),
+    newOwnerUserId: z.string(),
+    clearPaymentMethods: z.boolean(),
+  });
+
+  const form = useForm<z.infer<typeof ZTransferTeamFormSchema>>({
+    resolver: zodResolver(ZTransferTeamFormSchema),
+    defaultValues: {
+      teamName: '',
+      clearPaymentMethods: false,
+    },
+  });
+
+  const onFormSubmit = async ({
+    newOwnerUserId,
+    clearPaymentMethods,
+  }: z.infer<typeof ZTransferTeamFormSchema>) => {
+    try {
+      await requestTeamOwnershipTransfer({
+        teamId,
+        newOwnerUserId: Number.parseInt(newOwnerUserId),
+        clearPaymentMethods,
+      });
+
+      await revalidate();
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`An email requesting the transfer of this team has been sent.`),
+        duration: 5000,
+      });
+
+      setOpen(false);
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to request a transfer of this team. Please try again later.`,
+        ),
+        variant: 'destructive',
+        duration: 10000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  useEffect(() => {
+    if (open && loadingTeamMembersError) {
+      void refetchTeamMembers();
+    }
+  }, [open, loadingTeamMembersError, refetchTeamMembers]);
+
+  const teamMembers = data
+    ? data.filter((teamMember) => teamMember.userId !== ownerUserId)
+    : undefined;
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="bg-background">
+            <Trans>Transfer team</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      {teamMembers && teamMembers.length > 0 ? (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Transfer team</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Transfer ownership of this team to a selected team member.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="newOwnerUserId"
+                  render={({ field }) => (
+                    <FormItem className="w-full">
+                      <FormLabel required>
+                        <Trans>New team owner</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Select {...field} onValueChange={field.onChange}>
+                          <SelectTrigger className="text-muted-foreground">
+                            <SelectValue />
+                          </SelectTrigger>
+
+                          <SelectContent position="popper">
+                            {teamMembers.map((teamMember) => (
+                              <SelectItem
+                                key={teamMember.userId}
+                                value={teamMember.userId.toString()}
+                              >
+                                {teamMember.user.name} ({teamMember.user.email})
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="teamName"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>
+                          Confirm by typing{' '}
+                          <span className="text-destructive">{confirmTransferMessage}</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input className="bg-background" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <Alert variant="neutral">
+                  <AlertDescription>
+                    <ul className="list-outside list-disc space-y-2 pl-4">
+                      {IS_BILLING_ENABLED() && (
+                        <li>
+                          <Trans>
+                            Any payment methods attached to this team will remain attached to this
+                            team. Please contact us if you need to update this information.
+                          </Trans>
+                        </li>
+                      )}
+                      <li>
+                        <Trans>
+                          The selected team member will receive an email which they must accept
+                          before the team is transferred
+                        </Trans>
+                      </li>
+                    </ul>
+                  </AlertDescription>
+                </Alert>
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit" variant="destructive" loading={form.formState.isSubmitting}>
+                    <Trans>Request transfer</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      ) : (
+        <DialogContent
+          position="center"
+          className="text-muted-foreground flex items-center justify-center py-16 text-sm"
+        >
+          {loadingTeamMembers ? (
+            <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+          ) : (
+            <p className="text-center text-sm">
+              {loadingTeamMembersError ? (
+                <Trans>An error occurred while loading team members. Please try again later.</Trans>
+              ) : (
+                <Trans>You must have at least one other team member to transfer ownership.</Trans>
+              )}
+            </p>
+          )}
+        </DialogContent>
+      )}
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx

@@ -21,7 +21,7 @@ import {
 import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 const ZBulkSendFormSchema = z.object({
   file: z.instanceof(File),
@@ -46,7 +46,7 @@ export const TemplateBulkSendDialog = ({
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const form = useForm<TBulkSendFormSchema>({
     resolver: zodResolver(ZBulkSendFormSchema),
@@ -114,7 +114,7 @@ export const TemplateBulkSendDialog = ({
     <Dialog>
       <DialogTrigger asChild>
         {trigger ?? (
-          <Button>
+          <Button variant="outline">
             <Upload className="mr-2 h-4 w-4" />
             <Trans>Bulk Send via CSV</Trans>
           </Button>

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

@@ -24,11 +24,11 @@ import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateCreateDialogProps = {
-  teamId: number;
   templateRootPath: string;
+  folderId?: string;
 };
 
-export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogProps) => {
+export const TemplateCreateDialog = ({ templateRootPath, folderId }: TemplateCreateDialogProps) => {
   const navigate = useNavigate();
 
   const { user } = useSession();
@@ -53,6 +53,7 @@ export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogP
       const { id } = await createTemplate({
         title: file.name,
         templateDocumentDataId: response.id,
+        folderId: folderId,
       });
 
       toast({

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

@@ -0,0 +1,164 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type TemplateFolderCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderCreateDialog = ({
+  trigger,
+  ...props
+}: TemplateFolderCreateDialogProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+  const { folderId } = useParams();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.TEMPLATE,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: _(msg`Folder created successfully`),
+      });
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      void navigate(`${templatesPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: _(msg`Failed to create folder`),
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Failed to create folder`),
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your templates.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-delete-dialog.tsx

@@ -0,0 +1,163 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderDeleteDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-move-dialog.tsx

@@ -0,0 +1,175 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().optional(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const TemplateFolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? '',
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId ?? '',
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(undefined)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button
+                type="submit"
+                disabled={
+                  form.formState.isSubmitting ||
+                  form.getValues('targetFolderId') === folder?.parentId
+                }
+              >
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-settings-dialog.tsx

@@ -0,0 +1,176 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateFolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const TemplateFolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+  const isTemplateFolder = folder?.type === FolderType.TEMPLATE;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility:
+          isTeamContext && !isTemplateFolder
+            ? (data.visibility ?? DocumentVisibility.EVERYONE)
+            : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && !isTemplateFolder && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-move-dialog.tsx

@@ -0,0 +1,158 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { match } from 'ts-pattern';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { trpc } from '@documenso/trpc/react';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type TemplateMoveDialogProps = {
+  templateId: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+  onMove?: ({
+    templateId,
+    teamUrl,
+  }: {
+    templateId: number;
+    teamUrl: string;
+  }) => Promise<void> | void;
+};
+
+export const TemplateMoveDialog = ({
+  templateId,
+  open,
+  onOpenChange,
+  onMove,
+}: TemplateMoveDialogProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+
+  const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
+
+  const { data: teams, isLoading: isLoadingTeams } = trpc.team.getTeams.useQuery();
+
+  const { mutateAsync: moveTemplate, isPending } = trpc.template.moveTemplateToTeam.useMutation({
+    onSuccess: async () => {
+      const team = teams?.find((team) => team.id === selectedTeamId);
+
+      if (team) {
+        await onMove?.({ templateId, teamUrl: team.url });
+      }
+
+      toast({
+        title: _(msg`Template moved`),
+        description: _(msg`The template has been successfully moved to the selected team.`),
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+    onError: (err) => {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(
+          AppErrorCode.NOT_FOUND,
+          () => msg`Template not found or already associated with a team.`,
+        )
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You are not a member of this team.`)
+        .otherwise(() => msg`An error occurred while moving the template.`);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
+  });
+
+  const handleOnMove = async () => {
+    if (!selectedTeamId) {
+      return;
+    }
+
+    await moveTemplate({ templateId, teamId: selectedTeamId });
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Template to Team</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Select a team to move this template to. This action cannot be undone.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Select onValueChange={(value) => setSelectedTeamId(Number(value))}>
+          <SelectTrigger>
+            <SelectValue placeholder={_(msg`Select a team`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {isLoadingTeams ? (
+              <SelectItem value="loading" disabled>
+                <Trans>Loading teams...</Trans>
+              </SelectItem>
+            ) : (
+              teams?.map((team) => (
+                <SelectItem key={team.id} value={team.id.toString()}>
+                  <div className="flex items-center gap-4">
+                    <Avatar className="h-8 w-8">
+                      {team.avatarImageId && (
+                        <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />
+                      )}
+
+                      <AvatarFallback className="text-sm text-gray-400">
+                        {team.name.slice(0, 1).toUpperCase()}
+                      </AvatarFallback>
+                    </Avatar>
+
+                    <span>{team.name}</span>
+                  </div>
+                </SelectItem>
+              ))
+            )}
+          </SelectContent>
+        </Select>
+
+        <DialogFooter>
+          <Button variant="secondary" onClick={() => onOpenChange(false)}>
+            <Trans>Cancel</Trans>
+          </Button>
+          <Button
+            onClick={handleOnMove}
+            loading={isPending}
+            disabled={!selectedTeamId || isPending}
+          >
+            {isPending ? <Trans>Moving...</Trans> : <Trans>Move</Trans>}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -0,0 +1,213 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateMoveToFolderDialogProps = {
+  templateId: number;
+  templateTitle: string;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string | null;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveTemplateFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveTemplateFormSchema = z.infer<typeof ZMoveTemplateFormSchema>;
+
+export function TemplateMoveToFolderDialog({
+  templateId,
+  templateTitle,
+  isOpen,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: TemplateMoveToFolderDialogProps) {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveTemplateFormSchema>({
+    resolver: zodResolver(ZMoveTemplateFormSchema),
+    defaultValues: {
+      folderId: currentFolderId ?? null,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId ?? null,
+      type: FolderType.TEMPLATE,
+    },
+    {
+      enabled: isOpen,
+    },
+  );
+
+  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId ?? null });
+    }
+  }, [isOpen, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveTemplateFormSchema) => {
+    try {
+      await moveTemplateToFolder({
+        templateId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Template moved`),
+        description: _(msg`The template has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${templatesPath}/f/${data.folderId}`);
+      } else {
+        void navigate(templatesPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the template to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the template.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Template to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Move &quot;{templateTitle}&quot; to a folder</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data?.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" disabled={isFoldersLoading || form.formState.isSubmitting}>
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/remix/app/components/dialogs/token-delete-dialog.tsx

@@ -30,7 +30,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type TokenDeleteDialogProps = {
   token: Pick<ApiToken, 'id' | 'name'>;
@@ -42,7 +42,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [isOpen, setIsOpen] = useState(false);
 

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

@@ -9,7 +9,7 @@ import { useForm } from 'react-hook-form';
 import type { z } from 'zod';
 
 import { trpc } from '@documenso/trpc/react';
-import { ZCreateWebhookRequestSchema } from '@documenso/trpc/server/webhook-router/schema';
+import { ZCreateWebhookMutationSchema } from '@documenso/trpc/server/webhook-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -34,11 +34,11 @@ import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { Switch } from '@documenso/ui/primitives/switch';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { WebhookMultiSelectCombobox } from '../general/webhook-multiselect-combobox';
 
-const ZCreateWebhookFormSchema = ZCreateWebhookRequestSchema.omit({ teamId: true });
+const ZCreateWebhookFormSchema = ZCreateWebhookMutationSchema.omit({ teamId: true });
 
 type TCreateWebhookFormSchema = z.infer<typeof ZCreateWebhookFormSchema>;
 
@@ -50,7 +50,7 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [open, setOpen] = useState(false);
 
@@ -78,7 +78,7 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
         eventTriggers,
         secret,
         webhookUrl,
-        teamId: team.id,
+        teamId: team?.id,
       });
 
       setOpen(false);

apps/remix/app/components/dialogs/webhook-delete-dialog.tsx

@@ -30,7 +30,7 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type WebhookDeleteDialogProps = {
   webhook: Pick<Webhook, 'id' | 'webhookUrl'>;
@@ -42,7 +42,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [open, setOpen] = useState(false);
 
@@ -67,7 +67,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
 
   const onSubmit = async () => {
     try {
-      await deleteWebhook({ id: webhook.id, teamId: team.id });
+      await deleteWebhook({ id: webhook.id, teamId: team?.id });
 
       toast({
         title: _(msg`Webhook deleted`),

apps/remix/app/components/embed/authoring/configure-document-advanced-settings.tsx

@@ -0,0 +1,355 @@
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod } from '@prisma/client';
+import { InfoIcon } from 'lucide-react';
+import type { Control } from 'react-hook-form';
+import { useFormContext } from 'react-hook-form';
+
+import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
+import { DOCUMENT_SIGNATURE_TYPES } from '@documenso/lib/constants/document';
+import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
+import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { Combobox } from '@documenso/ui/primitives/combobox';
+import {
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+interface ConfigureDocumentAdvancedSettingsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentAdvancedSettings = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentAdvancedSettingsProps) => {
+  const { _ } = useLingui();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+  const { features } = useConfigureDocument();
+
+  const { watch, setValue } = form;
+
+  // Lift watch() calls to reduce re-renders
+  const distributionMethod = watch('meta.distributionMethod');
+  const emailSettings = watch('meta.emailSettings');
+  const isEmailDistribution = distributionMethod === DocumentDistributionMethod.EMAIL;
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Advanced Settings</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Configure additional options and preferences</Trans>
+      </p>
+
+      <Tabs defaultValue="general">
+        <TabsList className="mb-6 inline-flex">
+          <TabsTrigger value="general" className="px-4">
+            <Trans>General</Trans>
+          </TabsTrigger>
+
+          {features.allowConfigureCommunication && (
+            <TabsTrigger value="communication" className="px-4">
+              <Trans>Communication</Trans>
+            </TabsTrigger>
+          )}
+        </TabsList>
+
+        <TabsContent value="general" className="mt-0">
+          <div className="flex flex-col space-y-6">
+            {/* <FormField
+              control={control}
+              name="meta.externalId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel className="flex flex-row items-center">
+                    <Trans>External ID</Trans>
+                    <Tooltip>
+                      <TooltipTrigger>
+                        <InfoIcon className="mx-2 h-4 w-4" />
+                      </TooltipTrigger>
+                      <TooltipContent className="text-muted-foreground max-w-xs">
+                        <Trans>
+                          Add an external ID to the document. This can be used to identify the
+                          document in external systems.
+                        </Trans>
+                      </TooltipContent>
+                    </Tooltip>
+                  </FormLabel>
+                  <FormControl>
+                    <Input className="bg-background" {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            /> */}
+
+            {features.allowConfigureSignatureTypes && (
+              <FormField
+                control={control}
+                name="meta.signatureTypes"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Allowed Signature Types</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <MultiSelectCombobox
+                        options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                          label: _(option.label),
+                          value: option.value,
+                        }))}
+                        selectedValues={field.value}
+                        onChange={field.onChange}
+                        className="bg-background w-full"
+                        emptySelectionPlaceholder="Select signature types"
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureLanguage && (
+              <FormField
+                control={control}
+                name="meta.language"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Language</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
+                            <SelectItem key={code} value={code}>
+                              {language.full}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureDateFormat && (
+              <FormField
+                control={control}
+                name="meta.dateFormat"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Date Format</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {DATE_FORMATS.map((format) => (
+                            <SelectItem key={format.key} value={format.value}>
+                              {format.label}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureTimezone && (
+              <FormField
+                control={control}
+                name="meta.timezone"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Time Zone</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Combobox
+                        className="bg-background"
+                        options={TIME_ZONES}
+                        {...field}
+                        onChange={(value) => value && field.onChange(value)}
+                        disabled={isSubmitting}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            {features.allowConfigureRedirectUrl && (
+              <FormField
+                control={control}
+                name="meta.redirectUrl"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="flex flex-row items-center">
+                      <Trans>Redirect URL</Trans>
+                      <Tooltip>
+                        <TooltipTrigger>
+                          <InfoIcon className="mx-2 h-4 w-4" />
+                        </TooltipTrigger>
+                        <TooltipContent className="text-muted-foreground max-w-xs">
+                          <Trans>
+                            Add a URL to redirect the user to once the document is signed
+                          </Trans>
+                        </TooltipContent>
+                      </Tooltip>
+                    </FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} disabled={isSubmitting} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+          </div>
+        </TabsContent>
+
+        {features.allowConfigureCommunication && (
+          <TabsContent value="communication" className="mt-0">
+            <div className="flex flex-col space-y-6">
+              <FormField
+                control={control}
+                name="meta.distributionMethod"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Distribution Method</Trans>
+                    </FormLabel>
+
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
+                        <SelectTrigger className="bg-background">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          <SelectItem value={DocumentDistributionMethod.EMAIL}>
+                            <Trans>Email</Trans>
+                          </SelectItem>
+                          <SelectItem value={DocumentDistributionMethod.NONE}>
+                            <Trans>None</Trans>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+
+                    <FormDescription>
+                      <Trans>
+                        Choose how to distribute your document to recipients. Email will send
+                        notifications, None will generate signing links for manual distribution.
+                      </Trans>
+                    </FormDescription>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <fieldset
+                className="flex flex-col space-y-6 disabled:cursor-not-allowed disabled:opacity-60"
+                disabled={!isEmailDistribution}
+              >
+                <FormField
+                  control={control}
+                  name="meta.subject"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="subject">
+                        <Trans>
+                          Subject <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input
+                          id="subject"
+                          className="bg-background mt-2"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={control}
+                  name="meta.message"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel htmlFor="message">
+                        <Trans>
+                          Message <span className="text-muted-foreground">(Optional)</span>
+                        </Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Textarea
+                          id="message"
+                          className="bg-background mt-2 h-32 resize-none"
+                          disabled={isSubmitting || !isEmailDistribution}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DocumentSendEmailMessageHelper />
+
+                <DocumentEmailCheckboxes
+                  className={`mt-2 ${!isEmailDistribution ? 'pointer-events-none' : ''}`}
+                  value={emailSettings}
+                  onChange={(value) => setValue('meta.emailSettings', value)}
+                />
+              </fieldset>
+            </div>
+          </TabsContent>
+        )}
+      </Tabs>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-context.tsx

@@ -0,0 +1,68 @@
+import { createContext, useContext } from 'react';
+
+export type ConfigureDocumentContext = {
+  // General
+  isTemplate: boolean;
+  isPersisted: boolean;
+  // Features
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+};
+
+const ConfigureDocumentContext = createContext<ConfigureDocumentContext | null>(null);
+
+export type ConfigureDocumentProviderProps = {
+  isTemplate?: boolean;
+  isPersisted?: boolean;
+  features: {
+    allowConfigureSignatureTypes?: boolean;
+    allowConfigureLanguage?: boolean;
+    allowConfigureDateFormat?: boolean;
+    allowConfigureTimezone?: boolean;
+    allowConfigureRedirectUrl?: boolean;
+    allowConfigureCommunication?: boolean;
+  };
+  children: React.ReactNode;
+};
+
+export const ConfigureDocumentProvider = ({
+  isTemplate,
+  isPersisted,
+  features,
+  children,
+}: ConfigureDocumentProviderProps) => {
+  return (
+    <ConfigureDocumentContext.Provider
+      value={{
+        isTemplate: isTemplate ?? false,
+        isPersisted: isPersisted ?? false,
+        features: {
+          allowConfigureSignatureTypes: features.allowConfigureSignatureTypes ?? true,
+          allowConfigureLanguage: features.allowConfigureLanguage ?? true,
+          allowConfigureDateFormat: features.allowConfigureDateFormat ?? true,
+          allowConfigureTimezone: features.allowConfigureTimezone ?? true,
+          allowConfigureRedirectUrl: features.allowConfigureRedirectUrl ?? true,
+          allowConfigureCommunication: features.allowConfigureCommunication ?? true,
+        },
+      }}
+    >
+      {children}
+    </ConfigureDocumentContext.Provider>
+  );
+};
+
+export const useConfigureDocument = () => {
+  const context = useContext(ConfigureDocumentContext);
+
+  if (!context) {
+    throw new Error('useConfigureDocument must be used within a ConfigureDocumentProvider');
+  }
+
+  return context;
+};

apps/remix/app/components/embed/authoring/configure-document-recipients.tsx

@@ -0,0 +1,413 @@
+import { useCallback, useRef } from 'react';
+
+import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
+import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { GripVertical, HelpCircle, Plus, Trash } from 'lucide-react';
+import { nanoid } from 'nanoid';
+import type { Control } from 'react-hook-form';
+import { useFieldArray, useFormContext, useFormState } from 'react-hook-form';
+
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+// Define a type for signer items
+type SignerItem = TConfigureEmbedFormSchema['signers'][number];
+
+export interface ConfigureDocumentRecipientsProps {
+  control: Control<TConfigureEmbedFormSchema>;
+  isSubmitting: boolean;
+}
+
+export const ConfigureDocumentRecipients = ({
+  control,
+  isSubmitting,
+}: ConfigureDocumentRecipientsProps) => {
+  const { _ } = useLingui();
+  const { isTemplate } = useConfigureDocument();
+
+  const $sensorApi = useRef<SensorAPI | null>(null);
+
+  const {
+    fields: signers,
+    append: appendSigner,
+    remove: removeSigner,
+    replace,
+    move,
+  } = useFieldArray({
+    control,
+    name: 'signers',
+  });
+
+  const { getValues, watch, setValue } = useFormContext<TConfigureEmbedFormSchema>();
+
+  const signingOrder = watch('meta.signingOrder');
+
+  const { errors } = useFormState({
+    control,
+  });
+
+  const onAddSigner = useCallback(() => {
+    const signerNumber = signers.length + 1;
+    const recipientSigningOrder =
+      signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1;
+
+    appendSigner({
+      formId: nanoid(8),
+      name: isTemplate ? `Recipient ${signerNumber}` : '',
+      email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
+      role: RecipientRole.SIGNER,
+      signingOrder:
+        signingOrder === DocumentSigningOrder.SEQUENTIAL ? recipientSigningOrder : undefined,
+    });
+  }, [appendSigner, signers]);
+
+  const isSigningOrderEnabled = signingOrder === DocumentSigningOrder.SEQUENTIAL;
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      // Get current form values to preserve unsaved input data
+      const currentSigners = getValues('signers') || [...signers];
+      const signer = currentSigners[index];
+
+      // Remove signer from current position and insert at new position
+      const remainingSigners = currentSigners.filter((_: unknown, idx: number) => idx !== index);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      remainingSigners.splice(newPosition, 0, signer);
+
+      // Update signing order for each item
+      const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
+        ...s,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? idx + 1 : undefined,
+      }));
+
+      // Update the form
+      replace(updatedSigners);
+    },
+    [signers, replace, getValues],
+  );
+
+  const onDragEnd = useCallback(
+    (result: DropResult) => {
+      if (!result.destination) return;
+
+      // Use the move function from useFieldArray which preserves input values
+      move(result.source.index, result.destination.index);
+
+      // Update signing orders after move
+      const currentSigners = getValues('signers');
+      const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
+        ...signer,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? index + 1 : undefined,
+      }));
+
+      // Update the form with new ordering
+      replace(updatedSigners);
+    },
+    [move, replace, getValues],
+  );
+
+  const onSigningOrderChange = (signingOrder: DocumentSigningOrder) => {
+    setValue('meta.signingOrder', signingOrder);
+
+    if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
+      signers.forEach((_signer, index) => {
+        setValue(`signers.${index}.signingOrder`, index + 1);
+      });
+    }
+  };
+
+  return (
+    <div>
+      <h3 className="text-foreground mb-1 text-lg font-medium">
+        <Trans>Recipients</Trans>
+      </h3>
+
+      <p className="text-muted-foreground mb-6 text-sm">
+        <Trans>Add signers and configure signing preferences</Trans>
+      </p>
+
+      <FormField
+        control={control}
+        name="meta.signingOrder"
+        render={({ field }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="signingOrder"
+                checked={field.value === DocumentSigningOrder.SEQUENTIAL}
+                onCheckedChange={(checked) =>
+                  onSigningOrderChange(
+                    checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
+                  )
+                }
+                disabled={isSubmitting}
+              />
+            </FormControl>
+            <FormLabel
+              htmlFor="signingOrder"
+              className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+            >
+              <Trans>Enable signing order</Trans>
+            </FormLabel>
+          </FormItem>
+        )}
+      />
+
+      <FormField
+        control={control}
+        name="meta.allowDictateNextSigner"
+        render={({ field: { value, ...field } }) => (
+          <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+            <FormControl>
+              <Checkbox
+                {...field}
+                id="allowDictateNextSigner"
+                checked={value}
+                onCheckedChange={field.onChange}
+                disabled={isSubmitting || !isSigningOrderEnabled}
+              />
+            </FormControl>
+
+            <div className="flex items-center">
+              <FormLabel
+                htmlFor="allowDictateNextSigner"
+                className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+              >
+                <Trans>Allow signers to dictate next signer</Trans>
+              </FormLabel>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="text-muted-foreground ml-1 cursor-help">
+                    <HelpCircle className="h-3.5 w-3.5" />
+                  </span>
+                </TooltipTrigger>
+                <TooltipContent className="max-w-80 p-4">
+                  <p>
+                    <Trans>
+                      When enabled, signers can choose who should sign next in the sequence instead
+                      of following the predefined order.
+                    </Trans>
+                  </p>
+                </TooltipContent>
+              </Tooltip>
+            </div>
+          </FormItem>
+        )}
+      />
+
+      <DragDropContext
+        onDragEnd={onDragEnd}
+        sensors={[
+          (api: SensorAPI) => {
+            $sensorApi.current = api;
+          },
+        ]}
+      >
+        <Droppable droppableId="signers">
+          {(provided) => (
+            <div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
+              {signers.map((signer, index) => (
+                <Draggable
+                  key={signer.id}
+                  draggableId={signer.id}
+                  index={index}
+                  isDragDisabled={!isSigningOrderEnabled || isSubmitting || signer.disabled}
+                >
+                  {(provided, snapshot) => (
+                    <fieldset
+                      ref={provided.innerRef}
+                      {...provided.draggableProps}
+                      {...provided.dragHandleProps}
+                      disabled={signer.disabled}
+                      className={cn('py-1', {
+                        'bg-widget-foreground pointer-events-none rounded-md pt-2':
+                          snapshot.isDragging,
+                      })}
+                    >
+                      <motion.div
+                        className={cn('flex items-end gap-2 pb-2', {
+                          'border-destructive/50': errors?.signers?.[index],
+                        })}
+                      >
+                        {isSigningOrderEnabled && (
+                          <FormField
+                            control={control}
+                            name={`signers.${index}.signingOrder`}
+                            render={({ field }) => (
+                              <FormItem
+                                className={cn('flex w-16 flex-none items-center gap-x-1', {
+                                  'mb-6':
+                                    errors?.signers?.[index] &&
+                                    !errors?.signers?.[index]?.signingOrder,
+                                })}
+                              >
+                                <GripVertical className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                <FormControl>
+                                  <Input
+                                    type="number"
+                                    max={signers.length}
+                                    min={1}
+                                    className="w-full text-center [appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none"
+                                    {...field}
+                                    disabled={isSubmitting || snapshot.isDragging}
+                                    onChange={(e) => {
+                                      field.onChange(e);
+                                    }}
+                                    onBlur={(e) => {
+                                      field.onBlur();
+                                      handleSigningOrderChange(index, e.target.value);
+                                    }}
+                                  />
+                                </FormControl>
+                                <FormMessage />
+                              </FormItem>
+                            )}
+                          />
+                        )}
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.name`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.name,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  placeholder={_(msg`Name`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.email`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-1', {
+                                'mb-6':
+                                  errors?.signers?.[index] && !errors?.signers?.[index]?.email,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  type="email"
+                                  placeholder={_(msg`Email`)}
+                                  className="w-full"
+                                  {...field}
+                                  disabled={isSubmitting || snapshot.isDragging}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={control}
+                          name={`signers.${index}.role`}
+                          render={({ field }) => (
+                            <FormItem
+                              className={cn('flex-none', {
+                                'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.role,
+                              })}
+                            >
+                              <FormLabel className="sr-only">
+                                <Trans>Role</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <RecipientRoleSelect
+                                  {...field}
+                                  isAssistantEnabled={isSigningOrderEnabled}
+                                  onValueChange={field.onChange}
+                                  disabled={isSubmitting || snapshot.isDragging || signer.disabled}
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <Button
+                          type="button"
+                          variant="ghost"
+                          disabled={
+                            isSubmitting ||
+                            signers.length === 1 ||
+                            snapshot.isDragging ||
+                            signer.disabled
+                          }
+                          onClick={() => removeSigner(index)}
+                        >
+                          <Trash className="h-4 w-4" />
+                        </Button>
+                      </motion.div>
+                    </fieldset>
+                  )}
+                </Draggable>
+              ))}
+              {provided.placeholder}
+            </div>
+          )}
+        </Droppable>
+      </DragDropContext>
+
+      <div className="mt-4 flex justify-end">
+        <Button
+          type="button"
+          variant="outline"
+          className="w-auto"
+          disabled={isSubmitting}
+          onClick={onAddSigner}
+        >
+          <Plus className="-ml-1 mr-2 h-5 w-5" />
+          <Trans>Add Signer</Trans>
+        </Button>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-upload.tsx

@@ -0,0 +1,238 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Cloud, FileText, Loader, X } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { useFormContext } from 'react-hook-form';
+
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useConfigureDocument } from './configure-document-context';
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+
+export interface ConfigureDocumentUploadProps {
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentUpload = ({ isSubmitting = false }: ConfigureDocumentUploadProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { isPersisted } = useConfigureDocument();
+
+  const form = useFormContext<TConfigureEmbedFormSchema>();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  // Watch the documentData field from the form
+  const documentData = form.watch('documentData');
+
+  const onFileDrop = async (acceptedFiles: File[]) => {
+    try {
+      const file = acceptedFiles[0];
+
+      if (!file) {
+        return;
+      }
+
+      setIsLoading(true);
+
+      // Convert file to UInt8Array
+      const arrayBuffer = await file.arrayBuffer();
+      const uint8Array = new Uint8Array(arrayBuffer);
+
+      // Store file metadata and UInt8Array in form data
+      form.setValue('documentData', {
+        name: file.name,
+        type: file.type,
+        size: file.size,
+        data: uint8Array, // Store as UInt8Array
+      });
+
+      // Auto-populate title if it's empty
+      const currentTitle = form.getValues('title');
+
+      if (!currentTitle) {
+        // Get filename without extension
+        const fileNameWithoutExtension = file.name.replace(/\.[^/.]+$/, '');
+        form.setValue('title', fileNameWithoutExtension);
+      }
+    } catch (error) {
+      console.error('Error uploading file', error);
+
+      toast({
+        title: _(msg`Error uploading file`),
+        description: _(msg`There was an error uploading your file. Please try again.`),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const onRemoveFile = () => {
+    if (isPersisted) {
+      toast({
+        title: _(msg`Cannot remove document`),
+        description: _(msg`The document is already saved and cannot be changed.`),
+        duration: 5000,
+        variant: 'destructive',
+      });
+      return;
+    }
+
+    form.unregister('documentData');
+  };
+
+  const formatFileSize = (bytes: number) => {
+    if (bytes === 0) return '0 Bytes';
+
+    const sizes = ['Bytes', 'KB', 'MB', 'GB'];
+    const i = Math.floor(Math.log(bytes) / Math.log(1024));
+    return `${parseFloat((bytes / Math.pow(1024, i)).toFixed(2))} ${sizes[i]}`;
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    maxSize: APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024,
+    multiple: false,
+    disabled: isSubmitting || isLoading || isPersisted,
+    onDrop: (files) => {
+      void onFileDrop(files);
+    },
+    onDropRejected,
+  });
+
+  return (
+    <div>
+      <FormField
+        control={form.control}
+        name="documentData"
+        render={() => (
+          <FormItem>
+            <FormLabel required>
+              <Trans>Upload Document</Trans>
+            </FormLabel>
+
+            <div className="relative">
+              {!documentData ? (
+                <div className="relative">
+                  <FormControl>
+                    <div
+                      {...getRootProps()}
+                      className={cn(
+                        'border-border bg-background relative flex min-h-[160px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed transition',
+                        {
+                          'border-primary/50 bg-primary/5': isDragActive,
+                          'hover:bg-muted/30':
+                            !isDragActive && !isSubmitting && !isLoading && !isPersisted,
+                          'cursor-not-allowed opacity-60': isSubmitting || isLoading || isPersisted,
+                        },
+                      )}
+                    >
+                      <input {...getInputProps()} />
+
+                      <div className="flex flex-col items-center justify-center gap-y-2 px-4 py-4 text-center">
+                        <Cloud
+                          className={cn('h-10 w-10', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        />
+
+                        <div
+                          className={cn('flex flex-col space-y-1', {
+                            'text-primary': isDragActive,
+                            'text-muted-foreground': !isDragActive,
+                          })}
+                        >
+                          <p className="text-sm font-medium">
+                            {isDragActive ? (
+                              <Trans>Drop your document here</Trans>
+                            ) : isPersisted ? (
+                              <Trans>Document is already uploaded</Trans>
+                            ) : (
+                              <Trans>Drag and drop or click to upload</Trans>
+                            )}
+                          </p>
+                          <p className="text-xs">
+                            {isPersisted ? (
+                              <Trans>This document cannot be changed</Trans>
+                            ) : (
+                              <Trans>
+                                .PDF documents accepted (max {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB)
+                              </Trans>
+                            )}
+                          </p>
+                        </div>
+                      </div>
+                    </div>
+                  </FormControl>
+
+                  {isLoading && (
+                    <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+                      <Loader className="text-muted-foreground h-10 w-10 animate-spin" />
+                    </div>
+                  )}
+                </div>
+              ) : (
+                <div className="mt-2 rounded-lg border p-4">
+                  <div className="flex items-center gap-x-4">
+                    <div className="bg-primary/10 text-primary flex h-12 w-12 items-center justify-center rounded-md">
+                      <FileText className="h-6 w-6" />
+                    </div>
+
+                    <div className="flex-1">
+                      <div className="text-sm font-medium">{documentData.name}</div>
+                      <div className="text-muted-foreground text-xs">
+                        {formatFileSize(documentData.size)}
+                      </div>
+                    </div>
+
+                    {!isPersisted && (
+                      <Button
+                        type="button"
+                        variant="outline"
+                        size="sm"
+                        onClick={onRemoveFile}
+                        disabled={isSubmitting}
+                        className="h-8 w-8 p-0"
+                      >
+                        <X className="h-4 w-4" />
+                      </Button>
+                    )}
+                  </div>
+                </div>
+              )}
+            </div>
+
+            <FormMessage />
+          </FormItem>
+        )}
+      />
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-view.tsx

@@ -0,0 +1,137 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { DocumentDistributionMethod, DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { nanoid } from 'nanoid';
+import { useForm } from 'react-hook-form';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+import { ConfigureDocumentAdvancedSettings } from './configure-document-advanced-settings';
+import { useConfigureDocument } from './configure-document-context';
+import { ConfigureDocumentRecipients } from './configure-document-recipients';
+import { ConfigureDocumentUpload } from './configure-document-upload';
+import {
+  type TConfigureEmbedFormSchema,
+  ZConfigureEmbedFormSchema,
+} from './configure-document-view.types';
+
+export interface ConfigureDocumentViewProps {
+  onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
+  defaultValues?: Partial<TConfigureEmbedFormSchema>;
+  disableUpload?: boolean;
+  isSubmitting?: boolean;
+}
+
+export const ConfigureDocumentView = ({
+  onSubmit,
+  defaultValues,
+  disableUpload,
+}: ConfigureDocumentViewProps) => {
+  const { isTemplate } = useConfigureDocument();
+
+  const form = useForm<TConfigureEmbedFormSchema>({
+    resolver: zodResolver(ZConfigureEmbedFormSchema),
+    defaultValues: {
+      title: defaultValues?.title || '',
+      signers: defaultValues?.signers || [
+        {
+          formId: nanoid(8),
+          name: isTemplate ? `Recipient ${1}` : '',
+          email: isTemplate ? `recipient.${1}@document.com` : '',
+          role: RecipientRole.SIGNER,
+          signingOrder: 1,
+          disabled: false,
+        },
+      ],
+      meta: {
+        subject: defaultValues?.meta?.subject || '',
+        message: defaultValues?.meta?.message || '',
+        distributionMethod:
+          defaultValues?.meta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+        emailSettings: defaultValues?.meta?.emailSettings || ZDocumentEmailSettingsSchema.parse({}),
+        dateFormat: defaultValues?.meta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT,
+        timezone: defaultValues?.meta?.timezone || DEFAULT_DOCUMENT_TIME_ZONE,
+        redirectUrl: defaultValues?.meta?.redirectUrl || '',
+        language: defaultValues?.meta?.language || 'en',
+        signatureTypes: defaultValues?.meta?.signatureTypes || [],
+        signingOrder: defaultValues?.meta?.signingOrder || DocumentSigningOrder.PARALLEL,
+        allowDictateNextSigner: defaultValues?.meta?.allowDictateNextSigner || false,
+        externalId: defaultValues?.meta?.externalId || '',
+      },
+      documentData: defaultValues?.documentData,
+    },
+  });
+
+  const { control, handleSubmit } = form;
+
+  const isSubmitting = form.formState.isSubmitting;
+
+  const onFormSubmit = handleSubmit(onSubmit);
+
+  return (
+    <div className="flex w-full flex-col space-y-8">
+      <div>
+        <h2 className="text-foreground mb-1 text-xl font-semibold">
+          {isTemplate ? <Trans>Configure Template</Trans> : <Trans>Configure Document</Trans>}
+        </h2>
+
+        <p className="text-muted-foreground text-sm">
+          {isTemplate ? (
+            <Trans>Set up your template properties and recipient information</Trans>
+          ) : (
+            <Trans>Set up your document properties and recipient information</Trans>
+          )}
+        </p>
+      </div>
+
+      <Form {...form}>
+        <div className="flex flex-col space-y-8">
+          <div>
+            <FormField
+              control={control}
+              name="title"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Title</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} disabled={isSubmitting} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </div>
+
+          {!disableUpload && <ConfigureDocumentUpload isSubmitting={isSubmitting} />}
+          <ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
+          <ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
+
+          <div className="flex justify-end">
+            <Button
+              type="button"
+              onClick={onFormSubmit}
+              disabled={isSubmitting}
+              className="w-full sm:w-auto"
+            >
+              <Trans>Continue</Trans>
+            </Button>
+          </div>
+        </div>
+      </Form>
+    </div>
+  );
+};

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -0,0 +1,50 @@
+import { z } from 'zod';
+
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
+import {
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaLanguageSchema,
+} from '@documenso/trpc/server/document-router/schema';
+
+// Define the schema for configuration
+export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;
+
+export const ZConfigureEmbedFormSchema = z.object({
+  title: z.string().min(1, { message: 'Title is required' }),
+  signers: z
+    .array(
+      z.object({
+        nativeId: z.number().optional(),
+        formId: z.string(),
+        name: z.string().min(1, { message: 'Name is required' }),
+        email: z.string().email('Invalid email address'),
+        role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
+        signingOrder: z.number().optional(),
+        disabled: z.boolean().optional(),
+      }),
+    )
+    .min(1, { message: 'At least one signer is required' }),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    distributionMethod: z.nativeEnum(DocumentDistributionMethod),
+    emailSettings: ZDocumentEmailSettingsSchema,
+    dateFormat: ZDocumentMetaDateFormatSchema.optional(),
+    timezone: z.string().min(1, 'Timezone is required'),
+    redirectUrl: z.string().optional(),
+    language: ZDocumentMetaLanguageSchema.optional(),
+    signatureTypes: z.array(z.string()).default([]),
+    signingOrder: z.enum(['SEQUENTIAL', 'PARALLEL']),
+    allowDictateNextSigner: z.boolean().default(false).optional(),
+    externalId: z.string().optional(),
+  }),
+  documentData: z
+    .object({
+      name: z.string(),
+      type: z.string(),
+      size: z.number(),
+      data: z.instanceof(Uint8Array), // UInt8Array can't be directly validated by zod
+    })
+    .optional(),
+});

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -0,0 +1,646 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { DocumentData, FieldType } from '@prisma/client';
+import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { ChevronsUpDown } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
+import { useHotkeys } from 'react-hotkeys-hook';
+
+import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
+import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { base64 } from '@documenso/lib/universal/base64';
+import { nanoid } from '@documenso/lib/universal/id';
+import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
+import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { FieldItem } from '@documenso/ui/primitives/document-flow/field-item';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { FieldSelector } from '@documenso/ui/primitives/field-selector';
+import { Form } from '@documenso/ui/primitives/form/form';
+import PDFViewer from '@documenso/ui/primitives/pdf-viewer';
+import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+import type { TConfigureFieldsFormSchema } from './configure-fields-view.types';
+import { FieldAdvancedSettingsDrawer } from './field-advanced-settings-drawer';
+
+const MIN_HEIGHT_PX = 12;
+const MIN_WIDTH_PX = 36;
+
+const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
+const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
+
+export type ConfigureFieldsViewProps = {
+  configData: TConfigureEmbedFormSchema;
+  documentData?: DocumentData;
+  defaultValues?: Partial<TConfigureFieldsFormSchema>;
+  onBack: (data: TConfigureFieldsFormSchema) => void;
+  onSubmit: (data: TConfigureFieldsFormSchema) => void;
+};
+
+export const ConfigureFieldsView = ({
+  configData,
+  documentData,
+  defaultValues,
+  onBack,
+  onSubmit,
+}: ConfigureFieldsViewProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
+
+  // Track if we're on a mobile device
+  const [isMobile, setIsMobile] = useState(false);
+
+  // State for managing the mobile drawer
+  const [isDrawerOpen, setIsDrawerOpen] = useState(false);
+
+  // Check for mobile viewport on component mount and resize
+  useEffect(() => {
+    const checkIfMobile = () => {
+      setIsMobile(window.innerWidth < 768);
+    };
+
+    // Initial check
+    checkIfMobile();
+
+    // Add resize listener
+    window.addEventListener('resize', checkIfMobile);
+
+    // Cleanup
+    return () => {
+      window.removeEventListener('resize', checkIfMobile);
+    };
+  }, []);
+
+  const normalizedDocumentData = useMemo(() => {
+    if (documentData) {
+      return documentData;
+    }
+
+    if (!configData.documentData) {
+      return null;
+    }
+
+    const data = base64.encode(configData.documentData?.data);
+
+    return {
+      id: 'preview',
+      type: 'BYTES_64',
+      data,
+      initialData: data,
+    } satisfies DocumentData;
+  }, [configData.documentData]);
+
+  const recipients = useMemo(() => {
+    return configData.signers.map<Recipient>((signer, index) => ({
+      id: signer.nativeId || index,
+      name: signer.name || '',
+      email: signer.email || '',
+      role: signer.role,
+      signingOrder: signer.signingOrder || null,
+      documentId: null,
+      templateId: null,
+      token: '',
+      documentDeletedAt: null,
+      expired: null,
+      signedAt: null,
+      authOptions: null,
+      rejectionReason: null,
+      sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
+      readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
+      signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+    }));
+  }, [configData.signers]);
+
+  const [selectedRecipient, setSelectedRecipient] = useState<Recipient | null>(
+    () => recipients.find((r) => r.signingStatus === SigningStatus.NOT_SIGNED) || null,
+  );
+  const [selectedField, setSelectedField] = useState<FieldType | null>(null);
+  const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
+  const [coords, setCoords] = useState({
+    x: 0,
+    y: 0,
+  });
+  const [activeFieldId, setActiveFieldId] = useState<string | null>(null);
+  const [lastActiveField, setLastActiveField] = useState<
+    TConfigureFieldsFormSchema['fields'][0] | null
+  >(null);
+  const [fieldClipboard, setFieldClipboard] = useState<
+    TConfigureFieldsFormSchema['fields'][0] | null
+  >(null);
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
+  const [currentField, setCurrentField] = useState<TConfigureFieldsFormSchema['fields'][0] | null>(
+    null,
+  );
+
+  const fieldBounds = useRef({
+    height: DEFAULT_HEIGHT_PX,
+    width: DEFAULT_WIDTH_PX,
+  });
+
+  const selectedRecipientIndex = recipients.findIndex((r) => r.id === selectedRecipient?.id);
+  const selectedRecipientStyles = useRecipientColors(
+    selectedRecipientIndex === -1 ? 0 : selectedRecipientIndex,
+  );
+
+  const form = useForm<TConfigureFieldsFormSchema>({
+    defaultValues: {
+      fields: defaultValues?.fields ?? [],
+    },
+  });
+
+  const { control, handleSubmit } = form;
+
+  const onFormSubmit = handleSubmit(onSubmit);
+
+  const {
+    append,
+    remove,
+    update,
+    fields: localFields,
+  } = useFieldArray({
+    control: control,
+    name: 'fields',
+  });
+
+  const onFieldCopy = useCallback(
+    (event?: KeyboardEvent | null, options?: { duplicate?: boolean }) => {
+      const { duplicate = false } = options ?? {};
+
+      if (lastActiveField) {
+        event?.preventDefault();
+
+        if (!duplicate) {
+          setFieldClipboard(lastActiveField);
+
+          toast({
+            title: 'Copied field',
+            description: 'Copied field to clipboard',
+          });
+
+          return;
+        }
+
+        const newField: TConfigureFieldsFormSchema['fields'][0] = {
+          ...structuredClone(lastActiveField),
+          nativeId: undefined,
+          formId: nanoid(12),
+          signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
+          recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
+          pageX: lastActiveField.pageX + 3,
+          pageY: lastActiveField.pageY + 3,
+        };
+
+        append(newField);
+      }
+    },
+    [append, lastActiveField, selectedRecipient?.email, selectedRecipient?.id, toast],
+  );
+
+  const onFieldPaste = useCallback(
+    (event: KeyboardEvent) => {
+      if (fieldClipboard) {
+        event.preventDefault();
+
+        const copiedField = structuredClone(fieldClipboard);
+
+        append({
+          ...copiedField,
+          nativeId: undefined,
+          formId: nanoid(12),
+          signerEmail: selectedRecipient?.email ?? copiedField.signerEmail,
+          recipientId: selectedRecipient?.id ?? copiedField.recipientId,
+          pageX: copiedField.pageX + 3,
+          pageY: copiedField.pageY + 3,
+        });
+      }
+    },
+    [append, fieldClipboard, selectedRecipient?.email, selectedRecipient?.id],
+  );
+
+  useHotkeys(['ctrl+c', 'meta+c'], (evt) => onFieldCopy(evt));
+  useHotkeys(['ctrl+v', 'meta+v'], (evt) => onFieldPaste(evt));
+  useHotkeys(['ctrl+d', 'meta+d'], (evt) => onFieldCopy(evt, { duplicate: true }));
+
+  const onMouseMove = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField) return;
+
+      setIsFieldWithinBounds(
+        isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        ),
+      );
+
+      setCoords({
+        x: event.clientX - fieldBounds.current.width / 2,
+        y: event.clientY - fieldBounds.current.height / 2,
+      });
+    },
+    [isWithinPageBounds, selectedField],
+  );
+
+  const onMouseClick = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField || !selectedRecipient) {
+        return;
+      }
+
+      const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
+
+      if (
+        !$page ||
+        !isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        )
+      ) {
+        return;
+      }
+
+      const { top, left, height, width } = getBoundingClientRect($page);
+
+      const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
+
+      // Calculate x and y as a percentage of the page width and height
+      let pageX = ((event.pageX - left) / width) * 100;
+      let pageY = ((event.pageY - top) / height) * 100;
+
+      // Get the bounds as a percentage of the page width and height
+      const fieldPageWidth = (fieldBounds.current.width / width) * 100;
+      const fieldPageHeight = (fieldBounds.current.height / height) * 100;
+
+      // And center it based on the bounds
+      pageX -= fieldPageWidth / 2;
+      pageY -= fieldPageHeight / 2;
+
+      const field = {
+        formId: nanoid(12),
+        type: selectedField,
+        pageNumber,
+        pageX,
+        pageY,
+        pageWidth: fieldPageWidth,
+        pageHeight: fieldPageHeight,
+        recipientId: selectedRecipient.id,
+        signerEmail: selectedRecipient.email,
+        fieldMeta: undefined,
+      };
+
+      append(field);
+
+      // Automatically open advanced settings for field types that need configuration
+      if (ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING.includes(selectedField)) {
+        setCurrentField(field);
+        setShowAdvancedSettings(true);
+      }
+
+      setSelectedField(null);
+    },
+    [append, getPage, isWithinPageBounds, selectedField, selectedRecipient],
+  );
+
+  const onFieldResize = useCallback(
+    (node: HTMLElement, index: number) => {
+      const field = localFields[index];
+
+      const $page = window.document.querySelector<HTMLElement>(
+        `${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
+      );
+
+      if (!$page) {
+        return;
+      }
+
+      const {
+        x: pageX,
+        y: pageY,
+        width: pageWidth,
+        height: pageHeight,
+      } = getFieldPosition($page, node);
+
+      update(index, {
+        ...field,
+        pageX,
+        pageY,
+        pageWidth,
+        pageHeight,
+      });
+    },
+    [getFieldPosition, localFields, update],
+  );
+
+  const onFieldMove = useCallback(
+    (node: HTMLElement, index: number) => {
+      const field = localFields[index];
+
+      const $page = window.document.querySelector<HTMLElement>(
+        `${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
+      );
+
+      if (!$page) {
+        return;
+      }
+
+      const { x: pageX, y: pageY } = getFieldPosition($page, node);
+
+      update(index, {
+        ...field,
+        pageX,
+        pageY,
+      });
+    },
+    [getFieldPosition, localFields, update],
+  );
+
+  const handleUpdateFieldMeta = useCallback(
+    (formId: string, fieldMeta: TFieldMetaSchema) => {
+      const fieldIndex = localFields.findIndex((field) => field.formId === formId);
+
+      if (fieldIndex !== -1) {
+        const parsedFieldMeta = ZFieldMetaSchema.parse(fieldMeta);
+
+        update(fieldIndex, {
+          ...localFields[fieldIndex],
+          fieldMeta: parsedFieldMeta,
+        });
+      }
+    },
+    [localFields, update],
+  );
+
+  useEffect(() => {
+    if (selectedField) {
+      window.addEventListener('mousemove', onMouseMove);
+      window.addEventListener('mouseup', onMouseClick);
+    }
+
+    return () => {
+      window.removeEventListener('mousemove', onMouseMove);
+      window.removeEventListener('mouseup', onMouseClick);
+    };
+  }, [onMouseClick, onMouseMove, selectedField]);
+
+  useEffect(() => {
+    const observer = new MutationObserver((_mutations) => {
+      const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
+
+      if (!$page) {
+        return;
+      }
+
+      fieldBounds.current = {
+        height: Math.max(DEFAULT_HEIGHT_PX),
+        width: Math.max(DEFAULT_WIDTH_PX),
+      };
+    });
+
+    observer.observe(document.body, {
+      childList: true,
+      subtree: true,
+    });
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  // Close drawer when a field is selected on mobile
+  useEffect(() => {
+    if (isMobile && selectedField) {
+      setIsDrawerOpen(false);
+    }
+  }, [isMobile, selectedField]);
+
+  return (
+    <>
+      <div className="grid w-full grid-cols-12 gap-4">
+        {/* Desktop sidebar */}
+        {!isMobile && (
+          <div className="order-2 col-span-12 md:order-1 md:col-span-4">
+            <div className="bg-widget border-border sticky top-4 max-h-[calc(100vh-2rem)] rounded-lg border p-4 pb-6">
+              <h2 className="mb-1 text-lg font-medium">
+                <Trans>Configure Fields</Trans>
+              </h2>
+
+              <p className="text-muted-foreground mb-6 text-sm">
+                <Trans>Configure the fields you want to place on the document.</Trans>
+              </p>
+
+              <RecipientSelector
+                selectedRecipient={selectedRecipient}
+                onSelectedRecipientChange={setSelectedRecipient}
+                recipients={recipients}
+                className="w-full"
+              />
+
+              <hr className="my-6" />
+
+              <div className="space-y-2">
+                <FieldSelector
+                  selectedField={selectedField}
+                  onSelectedFieldChange={setSelectedField}
+                  className="w-full"
+                  disabled={!selectedRecipient}
+                />
+              </div>
+
+              <div className="mt-6 flex gap-2">
+                <Button
+                  type="button"
+                  variant="ghost"
+                  className="flex-1"
+                  loading={form.formState.isSubmitting}
+                  onClick={() => onBack(form.getValues())}
+                >
+                  <Trans>Back</Trans>
+                </Button>
+
+                <Button
+                  className="flex-1"
+                  type="button"
+                  loading={form.formState.isSubmitting}
+                  disabled={!form.formState.isValid}
+                  onClick={async () => onFormSubmit()}
+                >
+                  <Trans>Save</Trans>
+                </Button>
+              </div>
+            </div>
+          </div>
+        )}
+
+        <div className={cn('order-1 col-span-12 md:order-2', !isMobile && 'md:col-span-8')}>
+          <div className="relative">
+            {selectedField && (
+              <div
+                className={cn(
+                  'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white transition duration-200 [container-type:size]',
+                  selectedRecipientStyles.base,
+                  {
+                    '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
+                    'dark:text-black/60': isFieldWithinBounds,
+                  },
+                  selectedField === 'SIGNATURE' && 'font-signature',
+                )}
+                style={{
+                  top: coords.y,
+                  left: coords.x,
+                  height: fieldBounds.current.height,
+                  width: fieldBounds.current.width,
+                }}
+              >
+                <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
+                  {_(FRIENDLY_FIELD_TYPE[selectedField])}
+                </span>
+              </div>
+            )}
+
+            <Form {...form}>
+              {normalizedDocumentData && (
+                <div>
+                  <PDFViewer documentData={normalizedDocumentData} />
+
+                  <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                    {localFields.map((field, index) => {
+                      const recipientIndex = recipients.findIndex(
+                        (r) => r.id === field.recipientId,
+                      );
+
+                      return (
+                        <FieldItem
+                          key={field.formId}
+                          field={field}
+                          minHeight={MIN_HEIGHT_PX}
+                          minWidth={MIN_WIDTH_PX}
+                          defaultHeight={DEFAULT_HEIGHT_PX}
+                          defaultWidth={DEFAULT_WIDTH_PX}
+                          onResize={(node) => onFieldResize(node, index)}
+                          onMove={(node) => onFieldMove(node, index)}
+                          onRemove={() => remove(index)}
+                          onDuplicate={() => onFieldCopy(null, { duplicate: true })}
+                          onFocus={() => setLastActiveField(field)}
+                          onBlur={() => setLastActiveField(null)}
+                          onAdvancedSettings={() => {
+                            setCurrentField(field);
+                            setShowAdvancedSettings(true);
+                          }}
+                          recipientIndex={recipientIndex}
+                          active={activeFieldId === field.formId}
+                          onFieldActivate={() => setActiveFieldId(field.formId)}
+                          onFieldDeactivate={() => setActiveFieldId(null)}
+                          disabled={selectedRecipient?.id !== field.recipientId}
+                        />
+                      );
+                    })}
+                  </ElementVisible>
+                </div>
+              )}
+            </Form>
+          </div>
+        </div>
+      </div>
+
+      {/* Mobile Floating Action Bar and Drawer */}
+      {isMobile && (
+        <Sheet open={isDrawerOpen} onOpenChange={setIsDrawerOpen}>
+          <SheetTrigger asChild>
+            <div className="bg-widget border-border fixed bottom-6 left-6 right-6 z-50 flex items-center justify-between gap-2 rounded-lg border p-4">
+              <span className="text-lg font-medium">
+                <Trans>Configure Fields</Trans>
+              </span>
+
+              <button
+                type="button"
+                className="border-border text-muted-foreground inline-flex h-10 w-10 items-center justify-center rounded-lg border"
+              >
+                <ChevronsUpDown className="h-6 w-6" />
+              </button>
+            </div>
+          </SheetTrigger>
+
+          <SheetContent
+            position="bottom"
+            size="xl"
+            className="bg-widget h-fit max-h-[80vh] overflow-y-auto rounded-t-xl p-4"
+          >
+            <h2 className="mb-1 text-lg font-medium">
+              <Trans>Configure Fields</Trans>
+            </h2>
+
+            <p className="text-muted-foreground mb-6 text-sm">
+              <Trans>Configure the fields you want to place on the document.</Trans>
+            </p>
+
+            <RecipientSelector
+              selectedRecipient={selectedRecipient}
+              onSelectedRecipientChange={setSelectedRecipient}
+              recipients={recipients}
+              className="w-full"
+            />
+
+            <hr className="my-6" />
+
+            <div className="space-y-2">
+              <FieldSelector
+                selectedField={selectedField}
+                onSelectedFieldChange={(field) => {
+                  setSelectedField(field);
+                  if (field) {
+                    setIsDrawerOpen(false);
+                  }
+                }}
+                className="w-full"
+                disabled={!selectedRecipient}
+              />
+            </div>
+
+            <div className="mt-6 flex gap-2">
+              <Button
+                type="button"
+                variant="ghost"
+                className="flex-1"
+                loading={form.formState.isSubmitting}
+                onClick={() => onBack(form.getValues())}
+              >
+                <Trans>Back</Trans>
+              </Button>
+
+              <Button
+                className="flex-1"
+                type="button"
+                loading={form.formState.isSubmitting}
+                disabled={!form.formState.isValid}
+                onClick={async () => onFormSubmit()}
+              >
+                <Trans>Save</Trans>
+              </Button>
+            </div>
+          </SheetContent>
+        </Sheet>
+      )}
+
+      <FieldAdvancedSettingsDrawer
+        isOpen={showAdvancedSettings}
+        onOpenChange={setShowAdvancedSettings}
+        currentField={currentField}
+        fields={localFields}
+        onFieldUpdate={handleUpdateFieldMeta}
+      />
+    </>
+  );
+};

apps/remix/app/components/embed/authoring/configure-fields-view.types.ts

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
+
+export const ZConfigureFieldsFormSchema = z.object({
+  fields: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      formId: z.string().min(1),
+      type: z.nativeEnum(FieldType),
+      signerEmail: z.string().min(1),
+      inserted: z.boolean().optional(),
+      recipientId: z.number().min(0),
+      pageNumber: z.number().min(1),
+      pageX: z.number().min(0),
+      pageY: z.number().min(0),
+      pageWidth: z.number().min(0),
+      pageHeight: z.number().min(0),
+      fieldMeta: ZFieldMetaSchema.optional(),
+    }),
+  ),
+});
+
+export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
+
+export type TConfigureFieldsFormSchemaField = z.infer<
+  typeof ZConfigureFieldsFormSchema
+>['fields'][number];

apps/remix/app/components/embed/authoring/field-advanced-settings-drawer.tsx

@@ -0,0 +1,60 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { type TFieldMetaSchema as FieldMeta } from '@documenso/lib/types/field-meta';
+import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
+import { FieldAdvancedSettings } from '@documenso/ui/primitives/document-flow/field-item-advanced-settings';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { Sheet, SheetContent, SheetTitle } from '@documenso/ui/primitives/sheet';
+
+import type { TConfigureFieldsFormSchemaField } from './configure-fields-view.types';
+
+export type FieldAdvancedSettingsDrawerProps = {
+  isOpen: boolean;
+  onOpenChange: (isOpen: boolean) => void;
+  currentField: TConfigureFieldsFormSchemaField | null;
+  fields: TConfigureFieldsFormSchemaField[];
+  onFieldUpdate: (formId: string, fieldMeta: FieldMeta) => void;
+};
+
+export const FieldAdvancedSettingsDrawer = ({
+  isOpen,
+  onOpenChange,
+  currentField,
+  fields,
+  onFieldUpdate,
+}: FieldAdvancedSettingsDrawerProps) => {
+  const { _ } = useLingui();
+
+  if (!currentField) {
+    return null;
+  }
+
+  return (
+    <Sheet open={isOpen} onOpenChange={onOpenChange}>
+      <SheetContent position="right" size="lg" className="w-9/12 max-w-sm overflow-y-auto">
+        <SheetTitle className="sr-only">
+          {parseMessageDescriptor(
+            _,
+            msg`Configure ${parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[currentField.type])} Field`,
+          )}
+        </SheetTitle>
+
+        <FieldAdvancedSettings
+          title={msg`Advanced settings`}
+          description={msg`Configure the ${parseMessageDescriptor(
+            _,
+            FRIENDLY_FIELD_TYPE[currentField.type],
+          )} field`}
+          field={currentField}
+          fields={fields}
+          onAdvancedSettings={() => onOpenChange(false)}
+          onSave={(fieldMeta) => {
+            onFieldUpdate(currentField.formId, fieldMeta);
+            onOpenChange(false);
+          }}
+        />
+      </SheetContent>
+    </Sheet>
+  );
+};

apps/remix/app/components/embed/embed-client-loading.tsx

@@ -1,7 +1,11 @@
+import { Loader } from 'lucide-react';
+
 export const EmbedClientLoading = () => {
   return (
     <div className="bg-background fixed left-0 top-0 z-[9999] flex h-full w-full items-center justify-center">
-      Loading...
+      <Loader className="mr-2 h-4 w-4 animate-spin" />
+
+      <span>Loading...</span>
     </div>
   );
 };

apps/remix/app/components/embed/embed-document-signing-page.tsx

@@ -20,6 +20,7 @@ import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
@@ -37,7 +38,6 @@ import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-sc
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
-import { DocumentReadOnlyFields } from '../general/document/document-read-only-fields';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';

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

@@ -1,177 +0,0 @@
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
-import { useForm } from 'react-hook-form';
-import { useNavigate } from 'react-router';
-import type { z } from 'zod';
-
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZUpdateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/update-organisation.types';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-const ZOrganisationUpdateFormSchema = ZUpdateOrganisationRequestSchema.shape.data.pick({
-  name: true,
-  url: true,
-});
-
-type TOrganisationUpdateFormSchema = z.infer<typeof ZOrganisationUpdateFormSchema>;
-
-export const OrganisationUpdateForm = () => {
-  const navigate = useNavigate();
-  const organisation = useCurrentOrganisation();
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const form = useForm({
-    resolver: zodResolver(ZOrganisationUpdateFormSchema),
-    defaultValues: {
-      name: organisation.name,
-      url: organisation.url,
-    },
-  });
-
-  const { mutateAsync: updateOrganisation } = trpc.organisation.update.useMutation();
-
-  const onFormSubmit = async ({ name, url }: TOrganisationUpdateFormSchema) => {
-    try {
-      await updateOrganisation({
-        data: {
-          name,
-          url,
-        },
-        organisationId: organisation.id,
-      });
-
-      toast({
-        title: _(msg`Success`),
-        description: _(msg`Your organisation has been successfully updated.`),
-        duration: 5000,
-      });
-
-      form.reset({
-        name,
-        url,
-      });
-
-      if (url !== organisation.url) {
-        await navigate(`/org/${url}/settings`);
-      }
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      if (error.code === AppErrorCode.ALREADY_EXISTS) {
-        form.setError('url', {
-          type: 'manual',
-          message: _(msg`This URL is already in use.`),
-        });
-
-        return;
-      }
-
-      toast({
-        title: _(msg`An unknown error occurred`),
-        description: _(
-          msg`We encountered an unknown error while attempting to update your organisation. Please try again later.`,
-        ),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  return (
-    <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
-        <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
-          <FormField
-            control={form.control}
-            name="name"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel required>
-                  <Trans>Organisation Name</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input className="bg-background" {...field} />
-                </FormControl>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="url"
-            render={({ field }) => (
-              <FormItem className="mt-4">
-                <FormLabel required>
-                  <Trans>Organisation URL</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input className="bg-background" {...field} />
-                </FormControl>
-                {!form.formState.errors.url && (
-                  <span className="text-foreground/50 text-xs font-normal">
-                    {field.value ? (
-                      `${NEXT_PUBLIC_WEBAPP_URL()}/org/${field.value}`
-                    ) : (
-                      <Trans>A unique URL to identify your organisation</Trans>
-                    )}
-                  </span>
-                )}
-
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update organisation</Trans>
-            </Button>
-          </div>
-        </fieldset>
-      </form>
-    </Form>
-  );
-};

apps/remix/app/components/forms/public-profile-form.tsx

@@ -16,8 +16,8 @@ import { AppError } from '@documenso/lib/errors/app-error';
 import { formatUserProfilePath } from '@documenso/lib/utils/public-profiles';
 import {
   MAX_PROFILE_BIO_LENGTH,
-  ZUpdateTeamPublicProfileMutationSchema,
-} from '@documenso/trpc/server/team-router/schema';
+  ZUpdatePublicProfileMutationSchema,
+} from '@documenso/trpc/server/profile-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -32,7 +32,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Textarea } from '@documenso/ui/primitives/textarea';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export const ZPublicProfileFormSchema = ZUpdateTeamPublicProfileMutationSchema.pick({
+export const ZPublicProfileFormSchema = ZUpdatePublicProfileMutationSchema.pick({
   bio: true,
   enabled: true,
   url: true,
@@ -43,7 +43,7 @@ export type TPublicProfileFormSchema = z.infer<typeof ZPublicProfileFormSchema>;
 export type PublicProfileFormProps = {
   className?: string;
   profileUrl?: string | null;
-  teamUrl: string;
+  teamUrl?: string;
   onProfileUpdate: (data: TPublicProfileFormSchema) => Promise<unknown>;
   profile: UserProfile | TeamProfile;
 };

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

@@ -55,7 +55,7 @@ const handleFallbackErrorMessages = (code: string) => {
   return message;
 };
 
-const LOGIN_REDIRECT_PATH = '/dashboard';
+const LOGIN_REDIRECT_PATH = '/documents';
 
 export const ZSignInFormSchema = z.object({
   email: z.string().email().min(1),

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

@@ -1,10 +1,11 @@
-import { useEffect } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { FaIdCardClip } from 'react-icons/fa6';
 import { FcGoogle } from 'react-icons/fc';
@@ -14,6 +15,7 @@ import { z } from 'zod';
 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 { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
@@ -31,8 +33,11 @@ import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { UserProfileSkeleton } from '~/components/general/user-profile-skeleton';
 import { UserProfileTimur } from '~/components/general/user-profile-timur';
 
+type SignUpStep = 'BASIC_DETAILS' | 'CLAIM_USERNAME';
+
 export const ZSignUpFormSchema = z
   .object({
     name: z
@@ -42,6 +47,14 @@ export const ZSignUpFormSchema = z
     email: z.string().email().min(1),
     password: ZPasswordSchema,
     signature: z.string().min(1, { message: msg`We need your signature to sign documents`.id }),
+    url: z
+      .string()
+      .trim()
+      .toLowerCase()
+      .min(1, { message: msg`We need a username to create your profile`.id })
+      .regex(/^[a-z0-9-]+$/, {
+        message: msg`Username can only container alphanumeric characters and dashes.`.id,
+      }),
   })
   .refine(
     (data) => {
@@ -58,6 +71,8 @@ export const signupErrorMessages: Record<string, MessageDescriptor> = {
   SIGNUP_DISABLED: msg`Signups are disabled.`,
   [AppErrorCode.ALREADY_EXISTS]: msg`User with this email already exists. Please use a different email address.`,
   [AppErrorCode.INVALID_REQUEST]: msg`We were unable to create your account. Please review the information you provided and try again.`,
+  PROFILE_URL_TAKEN: msg`This username has already been taken`,
+  PREMIUM_PROFILE_URL: msg`Only subscribers can have a username shorter than 6 characters`,
 };
 
 export type TSignUpFormSchema = z.infer<typeof ZSignUpFormSchema>;
@@ -82,14 +97,19 @@ export const SignUpForm = ({
   const navigate = useNavigate();
   const [searchParams] = useSearchParams();
 
+  const [step, setStep] = useState<SignUpStep>('BASIC_DETAILS');
+
   const utmSrc = searchParams.get('utm_source') ?? null;
 
+  const baseUrl = new URL(NEXT_PUBLIC_WEBAPP_URL() ?? 'http://localhost:3000');
+
   const form = useForm<TSignUpFormSchema>({
     values: {
       name: '',
       email: initialEmail ?? '',
       password: '',
       signature: '',
+      url: '',
     },
     mode: 'onBlur',
     resolver: zodResolver(ZSignUpFormSchema),
@@ -97,13 +117,17 @@ export const SignUpForm = ({
 
   const isSubmitting = form.formState.isSubmitting;
 
-  const onFormSubmit = async ({ name, email, password, signature }: TSignUpFormSchema) => {
+  const name = form.watch('name');
+  const url = form.watch('url');
+
+  const onFormSubmit = async ({ name, email, password, signature, url }: TSignUpFormSchema) => {
     try {
       await authClient.emailPassword.signUp({
         name,
         email,
         password,
         signature,
+        url,
       });
 
       await navigate(`/unverified-account`);
@@ -126,11 +150,26 @@ export const SignUpForm = ({
 
       const errorMessage = signupErrorMessages[error.code] ?? signupErrorMessages.INVALID_REQUEST;
 
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-      });
+      if (error.code === 'PROFILE_URL_TAKEN' || error.code === 'PREMIUM_PROFILE_URL') {
+        form.setError('url', {
+          type: 'manual',
+          message: _(errorMessage),
+        });
+      } else {
+        toast({
+          title: _(msg`An error occurred`),
+          description: _(errorMessage),
+          variant: 'destructive',
+        });
+      }
+    }
+  };
+
+  const onNextClick = async () => {
+    const valid = await form.trigger(['name', 'email', 'password', 'signature']);
+
+    if (valid) {
+      setStep('CLAIM_USERNAME');
     }
   };
 
@@ -192,30 +231,59 @@ export const SignUpForm = ({
             <Trans>User profiles are here!</Trans>
           </div>
 
-          <div className="w-full max-w-md">
-            <UserProfileTimur
-              rows={2}
-              className="bg-background border-border rounded-2xl border shadow-md"
-            />
-          </div>
+          <AnimatePresence>
+            {step === 'BASIC_DETAILS' ? (
+              <motion.div className="w-full max-w-md" layoutId="user-profile">
+                <UserProfileTimur
+                  rows={2}
+                  className="bg-background border-border rounded-2xl border shadow-md"
+                />
+              </motion.div>
+            ) : (
+              <motion.div className="w-full max-w-md" layoutId="user-profile">
+                <UserProfileSkeleton
+                  user={{ name, url }}
+                  rows={2}
+                  className="bg-background border-border rounded-2xl border shadow-md"
+                />
+              </motion.div>
+            )}
+          </AnimatePresence>
 
           <div />
         </div>
       </div>
 
       <div className="border-border dark:bg-background relative z-10 flex min-h-[min(850px,80vh)] w-full max-w-lg flex-col rounded-xl border bg-neutral-100 p-6">
-        <div className="h-20">
-          <h1 className="text-xl font-semibold md:text-2xl">
-            <Trans>Create a new account</Trans>
-          </h1>
+        {step === 'BASIC_DETAILS' && (
+          <div className="h-20">
+            <h1 className="text-xl font-semibold md:text-2xl">
+              <Trans>Create a new account</Trans>
+            </h1>
 
-          <p className="text-muted-foreground mt-2 text-xs md:text-sm">
-            <Trans>
-              Create your account and start using state-of-the-art document signing. Open and
-              beautiful signing is within your grasp.
-            </Trans>
-          </p>
-        </div>
+            <p className="text-muted-foreground mt-2 text-xs md:text-sm">
+              <Trans>
+                Create your account and start using state-of-the-art document signing. Open and
+                beautiful signing is within your grasp.
+              </Trans>
+            </p>
+          </div>
+        )}
+
+        {step === 'CLAIM_USERNAME' && (
+          <div className="h-20">
+            <h1 className="text-xl font-semibold md:text-2xl">
+              <Trans>Claim your username now</Trans>
+            </h1>
+
+            <p className="text-muted-foreground mt-2 text-xs md:text-sm">
+              <Trans>
+                You will get notified & be able to set up your documenso public profile when we
+                launch the feature.
+              </Trans>
+            </p>
+          </div>
+        )}
 
         <hr className="-mx-6 my-4" />
 
@@ -224,147 +292,242 @@ export const SignUpForm = ({
             className="flex w-full flex-1 flex-col gap-y-4"
             onSubmit={form.handleSubmit(onFormSubmit)}
           >
-            <fieldset
-              className={cn(
-                'flex h-[550px] w-full flex-col gap-y-4',
-                (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
-              )}
-              disabled={isSubmitting}
-            >
-              <FormField
-                control={form.control}
-                name="name"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Full Name</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Input type="text" {...field} />
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
+            {step === 'BASIC_DETAILS' && (
+              <fieldset
+                className={cn(
+                  'flex h-[550px] w-full flex-col gap-y-4',
+                  (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
                 )}
-              />
+                disabled={isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="name"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Full Name</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input type="text" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
 
-              <FormField
-                control={form.control}
-                name="email"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Email Address</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Input type="email" {...field} />
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
+                <FormField
+                  control={form.control}
+                  name="email"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Email Address</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input type="email" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="password"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Password</Trans>
+                      </FormLabel>
+
+                      <FormControl>
+                        <PasswordInput {...field} />
+                      </FormControl>
+
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="signature"
+                  render={({ field: { onChange, value } }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Sign Here</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <SignaturePadDialog
+                          disabled={isSubmitting}
+                          value={value}
+                          onChange={(v) => onChange(v ?? '')}
+                        />
+                      </FormControl>
+
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+                  <>
+                    <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
+                      <div className="bg-border h-px flex-1" />
+                      <span className="text-muted-foreground bg-transparent">
+                        <Trans>Or</Trans>
+                      </span>
+                      <div className="bg-border h-px flex-1" />
+                    </div>
+                  </>
                 )}
-              />
 
-              <FormField
-                control={form.control}
-                name="password"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Password</Trans>
-                    </FormLabel>
-
-                    <FormControl>
-                      <PasswordInput {...field} />
-                    </FormControl>
-
-                    <FormMessage />
-                  </FormItem>
+                {isGoogleSSOEnabled && (
+                  <>
+                    <Button
+                      type="button"
+                      size="lg"
+                      variant={'outline'}
+                      className="bg-background text-muted-foreground border"
+                      disabled={isSubmitting}
+                      onClick={onSignUpWithGoogleClick}
+                    >
+                      <FcGoogle className="mr-2 h-5 w-5" />
+                      <Trans>Sign Up with Google</Trans>
+                    </Button>
+                  </>
                 )}
-              />
 
-              <FormField
-                control={form.control}
-                name="signature"
-                render={({ field: { onChange, value } }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Sign Here</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <SignaturePadDialog
-                        disabled={isSubmitting}
-                        value={value}
-                        onChange={(v) => onChange(v ?? '')}
-                      />
-                    </FormControl>
-
-                    <FormMessage />
-                  </FormItem>
+                {isOIDCSSOEnabled && (
+                  <>
+                    <Button
+                      type="button"
+                      size="lg"
+                      variant={'outline'}
+                      className="bg-background text-muted-foreground border"
+                      disabled={isSubmitting}
+                      onClick={onSignUpWithOIDCClick}
+                    >
+                      <FaIdCardClip className="mr-2 h-5 w-5" />
+                      <Trans>Sign Up with OIDC</Trans>
+                    </Button>
+                  </>
                 )}
-              />
 
-              {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
-                <>
-                  <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
-                    <div className="bg-border h-px flex-1" />
-                    <span className="text-muted-foreground bg-transparent">
-                      <Trans>Or</Trans>
-                    </span>
-                    <div className="bg-border h-px flex-1" />
-                  </div>
-                </>
+                <p className="text-muted-foreground mt-4 text-sm">
+                  <Trans>
+                    Already have an account?{' '}
+                    <Link to="/signin" className="text-documenso-700 duration-200 hover:opacity-70">
+                      Sign in instead
+                    </Link>
+                  </Trans>
+                </p>
+              </fieldset>
+            )}
+
+            {step === 'CLAIM_USERNAME' && (
+              <fieldset
+                className={cn(
+                  'flex h-[550px] w-full flex-col gap-y-4',
+                  isGoogleSSOEnabled && 'h-[650px]',
+                )}
+                disabled={isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="url"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        <Trans>Public profile username</Trans>
+                      </FormLabel>
+
+                      <FormControl>
+                        <Input type="text" className="mb-2 mt-2 lowercase" {...field} />
+                      </FormControl>
+
+                      <FormMessage />
+
+                      <div className="bg-muted/50 border-border text-muted-foreground mt-2 inline-block max-w-[16rem] truncate rounded-md border px-2 py-1 text-sm lowercase">
+                        {baseUrl.host}/u/{field.value || '<username>'}
+                      </div>
+                    </FormItem>
+                  )}
+                />
+              </fieldset>
+            )}
+
+            <div className="mt-6">
+              {step === 'BASIC_DETAILS' && (
+                <p className="text-muted-foreground text-sm">
+                  <span className="font-medium">
+                    <Trans>Basic details</Trans>
+                  </span>{' '}
+                  1/2
+                </p>
               )}
 
-              {isGoogleSSOEnabled && (
-                <>
-                  <Button
-                    type="button"
-                    size="lg"
-                    variant={'outline'}
-                    className="bg-background text-muted-foreground border"
-                    disabled={isSubmitting}
-                    onClick={onSignUpWithGoogleClick}
-                  >
-                    <FcGoogle className="mr-2 h-5 w-5" />
-                    <Trans>Sign Up with Google</Trans>
-                  </Button>
-                </>
+              {step === 'CLAIM_USERNAME' && (
+                <p className="text-muted-foreground text-sm">
+                  <span className="font-medium">
+                    <Trans>Claim username</Trans>
+                  </span>{' '}
+                  2/2
+                </p>
               )}
 
-              {isOIDCSSOEnabled && (
-                <>
-                  <Button
-                    type="button"
-                    size="lg"
-                    variant={'outline'}
-                    className="bg-background text-muted-foreground border"
-                    disabled={isSubmitting}
-                    onClick={onSignUpWithOIDCClick}
-                  >
-                    <FaIdCardClip className="mr-2 h-5 w-5" />
-                    <Trans>Sign Up with OIDC</Trans>
-                  </Button>
-                </>
+              <div className="bg-foreground/40 relative mt-4 h-1.5 rounded-full">
+                <motion.div
+                  layout="size"
+                  layoutId="document-flow-container-step"
+                  className="bg-documenso absolute inset-y-0 left-0 rounded-full"
+                  style={{
+                    width: step === 'BASIC_DETAILS' ? '50%' : '100%',
+                  }}
+                />
+              </div>
+            </div>
+
+            <div className="flex items-center gap-x-4">
+              {/* Go back button, disabled if step is basic details */}
+              <Button
+                type="button"
+                size="lg"
+                variant="secondary"
+                className="flex-1"
+                disabled={step === 'BASIC_DETAILS' || form.formState.isSubmitting}
+                onClick={() => setStep('BASIC_DETAILS')}
+              >
+                <Trans>Back</Trans>
+              </Button>
+
+              {/* Continue button */}
+              {step === 'BASIC_DETAILS' && (
+                <Button
+                  type="button"
+                  size="lg"
+                  className="flex-1 disabled:cursor-not-allowed"
+                  loading={form.formState.isSubmitting}
+                  onClick={onNextClick}
+                >
+                  <Trans>Next</Trans>
+                </Button>
               )}
 
-              <p className="text-muted-foreground mt-4 text-sm">
-                <Trans>
-                  Already have an account?{' '}
-                  <Link to="/signin" className="text-documenso-700 duration-200 hover:opacity-70">
-                    Sign in instead
-                  </Link>
-                </Trans>
-              </p>
-            </fieldset>
-
-            <Button
-              loading={form.formState.isSubmitting}
-              disabled={!form.formState.isValid}
-              type="submit"
-              size="lg"
-              className="mt-6 w-full"
-            >
-              <Trans>Complete</Trans>
-            </Button>
+              {/* Sign up button */}
+              {step === 'CLAIM_USERNAME' && (
+                <Button
+                  loading={form.formState.isSubmitting}
+                  disabled={!form.formState.isValid}
+                  type="submit"
+                  size="lg"
+                  className="flex-1"
+                >
+                  <Trans>Complete</Trans>
+                </Button>
+              )}
+            </div>
           </form>
         </Form>
         <p className="text-muted-foreground mt-6 text-xs">

apps/remix/app/components/forms/subscription-claim-form.tsx

@@ -1,155 +0,0 @@
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans, useLingui } from '@lingui/react/macro';
-import type { SubscriptionClaim } from '@prisma/client';
-import { useForm } from 'react-hook-form';
-import type { z } from 'zod';
-
-import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
-import { ZCreateSubscriptionClaimRequestSchema } from '@documenso/trpc/server/admin-router/create-subscription-claim.types';
-import { Checkbox } from '@documenso/ui/primitives/checkbox';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-
-export type SubscriptionClaimFormValues = z.infer<typeof ZCreateSubscriptionClaimRequestSchema>;
-
-type SubscriptionClaimFormProps = {
-  subscriptionClaim: Omit<SubscriptionClaim, 'id' | 'createdAt' | 'updatedAt'>;
-  onFormSubmit: (data: SubscriptionClaimFormValues) => Promise<void>;
-  formSubmitTrigger?: React.ReactNode;
-};
-
-export const SubscriptionClaimForm = ({
-  subscriptionClaim,
-  onFormSubmit,
-  formSubmitTrigger,
-}: SubscriptionClaimFormProps) => {
-  const { t } = useLingui();
-
-  const form = useForm<SubscriptionClaimFormValues>({
-    resolver: zodResolver(ZCreateSubscriptionClaimRequestSchema),
-    defaultValues: {
-      name: subscriptionClaim.name,
-      teamCount: subscriptionClaim.teamCount,
-      memberCount: subscriptionClaim.memberCount,
-      flags: subscriptionClaim.flags,
-    },
-  });
-
-  return (
-    <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
-        <fieldset disabled={form.formState.isSubmitting} className="space-y-4">
-          <FormField
-            control={form.control}
-            name="name"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Name</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input placeholder={t`Enter claim name`} {...field} />
-                </FormControl>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="teamCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Team Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={0}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="memberCount"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Member Count</Trans>
-                </FormLabel>
-                <FormControl>
-                  <Input
-                    type="number"
-                    min={0}
-                    {...field}
-                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                  />
-                </FormControl>
-                <FormDescription>
-                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
-                </FormDescription>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <div>
-            <FormLabel>
-              <Trans>Feature Flags</Trans>
-            </FormLabel>
-
-            <div className="mt-2 space-y-2 rounded-md border p-4">
-              {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label }) => (
-                <FormField
-                  key={key}
-                  control={form.control}
-                  name={`flags.${key}`}
-                  render={({ field }) => (
-                    <FormItem className="flex items-center space-x-2">
-                      <FormControl>
-                        <div className="flex items-center">
-                          <Checkbox
-                            id={`flag-${key}`}
-                            checked={field.value}
-                            onCheckedChange={field.onChange}
-                          />
-
-                          <label
-                            className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
-                            htmlFor={`flag-${key}`}
-                          >
-                            {label}
-                          </label>
-                        </div>
-                      </FormControl>
-                    </FormItem>
-                  )}
-                />
-              ))}
-            </div>
-          </div>
-
-          {formSubmitTrigger}
-        </fieldset>
-      </form>
-    </Form>
-  );
-};

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

@@ -1,14 +1,17 @@
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import type { Team, TeamGlobalSettings } from '@prisma/client';
 import { Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -22,11 +25,12 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { Switch } from '@documenso/ui/primitives/switch';
 import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
-const ZBrandingPreferencesFormSchema = z.object({
+const ZTeamBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean(),
   brandingLogo: z
     .instanceof(File)
@@ -40,36 +44,74 @@ const ZBrandingPreferencesFormSchema = z.object({
   brandingCompanyDetails: z.string().max(500).optional(),
 });
 
-export type TBrandingPreferencesFormSchema = z.infer<typeof ZBrandingPreferencesFormSchema>;
+type TTeamBrandingPreferencesFormSchema = z.infer<typeof ZTeamBrandingPreferencesFormSchema>;
 
-type SettingsSubset = Pick<
-  TeamGlobalSettings,
-  'brandingEnabled' | 'brandingLogo' | 'brandingUrl' | 'brandingCompanyDetails'
->;
-
-export type BrandingPreferencesFormProps = {
-  settings: SettingsSubset;
-  onFormSubmit: (data: TBrandingPreferencesFormSchema) => Promise<void>;
+export type TeamBrandingPreferencesFormProps = {
+  team: Team;
+  settings?: TeamGlobalSettings | null;
 };
 
-export function BrandingPreferencesForm({ settings, onFormSubmit }: BrandingPreferencesFormProps) {
-  const { t } = useLingui();
+export function TeamBrandingPreferencesForm({ team, settings }: TeamBrandingPreferencesFormProps) {
+  const { _ } = useLingui();
+  const { toast } = useToast();
 
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
 
-  const form = useForm<TBrandingPreferencesFormSchema>({
+  const { mutateAsync: updateTeamBrandingSettings } =
+    trpc.team.updateTeamBrandingSettings.useMutation();
+
+  const form = useForm<TTeamBrandingPreferencesFormSchema>({
     defaultValues: {
       brandingEnabled: settings?.brandingEnabled ?? false,
       brandingUrl: settings?.brandingUrl ?? '',
       brandingLogo: undefined,
       brandingCompanyDetails: settings?.brandingCompanyDetails ?? '',
     },
-    resolver: zodResolver(ZBrandingPreferencesFormSchema),
+    resolver: zodResolver(ZTeamBrandingPreferencesFormSchema),
   });
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
+  const onSubmit = async (data: TTeamBrandingPreferencesFormSchema) => {
+    try {
+      const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails } = data;
+
+      let uploadedBrandingLogo = settings?.brandingLogo;
+
+      if (brandingLogo) {
+        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
+      }
+
+      if (brandingLogo === null) {
+        uploadedBrandingLogo = '';
+      }
+
+      await updateTeamBrandingSettings({
+        teamId: team.id,
+        settings: {
+          brandingEnabled,
+          brandingLogo: uploadedBrandingLogo,
+          brandingUrl,
+          brandingCompanyDetails,
+        },
+      });
+
+      toast({
+        title: _(msg`Branding preferences updated`),
+        description: _(msg`Your branding preferences have been updated`),
+      });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(
+          msg`We were unable to update your branding preferences at this time, please try again later`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   useEffect(() => {
     if (settings?.brandingLogo) {
       const file = JSON.parse(settings.brandingLogo);
@@ -100,8 +142,11 @@ export function BrandingPreferencesForm({ settings, onFormSubmit }: BrandingPref
 
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
-        <fieldset className="flex h-full flex-col gap-y-4" disabled={form.formState.isSubmitting}>
+      <form onSubmit={form.handleSubmit(onSubmit)}>
+        <fieldset
+          className="flex h-full max-w-xl flex-col gap-y-4"
+          disabled={form.formState.isSubmitting}
+        >
           <FormField
             control={form.control}
             name="brandingEnabled"
@@ -147,8 +192,7 @@ export function BrandingPreferencesForm({ settings, onFormSubmit }: BrandingPref
                         />
                       ) : (
                         <div className="bg-muted/20 dark:bg-muted text-muted-foreground relative flex h-full w-full items-center justify-center text-sm">
-                          <Trans>Please upload a logo</Trans>
-
+                          Please upload a logo
                           {!hasLoadedPreview && (
                             <div className="bg-muted dark:bg-muted absolute inset-0 z-[999] flex items-center justify-center">
                               <Loader className="text-muted-foreground h-8 w-8 animate-spin" />
@@ -247,7 +291,7 @@ export function BrandingPreferencesForm({ settings, onFormSubmit }: BrandingPref
 
                   <FormControl>
                     <Textarea
-                      placeholder={t`Enter your brand details`}
+                      placeholder={_(msg`Enter your brand details`)}
                       className="min-h-[100px] resize-y"
                       disabled={!isBrandingEnabled}
                       {...field}

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

@@ -1,8 +1,8 @@
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import type { Team, TeamGlobalSettings } from '@prisma/client';
 import { DocumentVisibility } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
@@ -15,6 +15,7 @@ import {
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
 import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -35,74 +36,96 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@documenso/ui/primitives/select';
+import { Switch } from '@documenso/ui/primitives/switch';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
-/**
- * Can't infer this from the schema since we need to keep the schema inside the component to allow
- * it to be dynamic.
- */
-export type TDocumentPreferencesFormSchema = {
-  documentVisibility: DocumentVisibility | null;
-  documentLanguage: (typeof SUPPORTED_LANGUAGE_CODES)[number] | null;
-  includeSenderDetails: boolean | null;
-  includeSigningCertificate: boolean | null;
-  signatureTypes: DocumentSignatureType[];
+const ZTeamDocumentPreferencesFormSchema = z.object({
+  documentVisibility: z.nativeEnum(DocumentVisibility),
+  documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES),
+  includeSenderDetails: z.boolean(),
+  includeSigningCertificate: z.boolean(),
+  signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
+    message: msg`At least one signature type must be enabled`.id,
+  }),
+});
+
+type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
+
+export type TeamDocumentPreferencesFormProps = {
+  team: Team;
+  settings?: TeamGlobalSettings | null;
 };
 
-type SettingsSubset = Pick<
-  TeamGlobalSettings,
-  | 'documentVisibility'
-  | 'documentLanguage'
-  | 'includeSenderDetails'
-  | 'includeSigningCertificate'
-  | 'typedSignatureEnabled'
-  | 'uploadSignatureEnabled'
-  | 'drawSignatureEnabled'
->;
-
-export type DocumentPreferencesFormProps = {
-  settings: SettingsSubset;
-  canInherit: boolean;
-  onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
-};
-
-export const DocumentPreferencesForm = ({
+export const TeamDocumentPreferencesForm = ({
+  team,
   settings,
-  onFormSubmit,
-  canInherit,
-}: DocumentPreferencesFormProps) => {
-  const { t } = useLingui();
+}: TeamDocumentPreferencesFormProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
   const { user } = useSession();
 
   const placeholderEmail = user.email ?? 'user@example.com';
 
-  const ZDocumentPreferencesFormSchema = z.object({
-    documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
-    documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
-    includeSenderDetails: z.boolean().nullable(),
-    includeSigningCertificate: z.boolean().nullable(),
-    signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
-      message: msg`At least one signature type must be enabled`.id,
-    }),
+  const { mutateAsync: updateTeamDocumentPreferences } =
+    trpc.team.updateTeamDocumentSettings.useMutation();
+
+  const form = useForm<TTeamDocumentPreferencesFormSchema>({
+    defaultValues: {
+      documentVisibility: settings?.documentVisibility ?? 'EVERYONE',
+      documentLanguage: isValidLanguageCode(settings?.documentLanguage)
+        ? settings?.documentLanguage
+        : 'en',
+      includeSenderDetails: settings?.includeSenderDetails ?? false,
+      includeSigningCertificate: settings?.includeSigningCertificate ?? true,
+      signatureTypes: extractTeamSignatureSettings(settings),
+    },
+    resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
   });
 
-  const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues: {
-      documentVisibility: settings.documentVisibility,
-      documentLanguage: isValidLanguageCode(settings.documentLanguage)
-        ? settings.documentLanguage
-        : null,
-      includeSenderDetails: settings.includeSenderDetails,
-      includeSigningCertificate: settings.includeSigningCertificate,
-      signatureTypes: extractTeamSignatureSettings({ ...settings }),
-    },
-    resolver: zodResolver(ZDocumentPreferencesFormSchema),
-  });
+  const includeSenderDetails = form.watch('includeSenderDetails');
+
+  const onSubmit = async (data: TTeamDocumentPreferencesFormSchema) => {
+    try {
+      const {
+        documentVisibility,
+        documentLanguage,
+        includeSenderDetails,
+        includeSigningCertificate,
+        signatureTypes,
+      } = data;
+
+      await updateTeamDocumentPreferences({
+        teamId: team.id,
+        settings: {
+          documentVisibility,
+          documentLanguage,
+          includeSenderDetails,
+          includeSigningCertificate,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+        },
+      });
+
+      toast({
+        title: _(msg`Document preferences updated`),
+        description: _(msg`Your document preferences have been updated`),
+      });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong!`),
+        description: _(
+          msg`We were unable to update your document preferences at this time, please try again later`,
+        ),
+      });
+    }
+  };
 
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={form.handleSubmit(onSubmit)}>
         <fieldset
-          className="flex h-full max-w-2xl flex-col gap-y-6"
+          className="flex h-full max-w-xl flex-col gap-y-6"
           disabled={form.formState.isSubmitting}
         >
           <FormField
@@ -115,11 +138,7 @@ export const DocumentPreferencesForm = ({
                 </FormLabel>
 
                 <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value}
-                    onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
-                  >
+                  <Select {...field} onValueChange={field.onChange}>
                     <SelectTrigger className="bg-background text-muted-foreground">
                       <SelectValue />
                     </SelectTrigger>
@@ -134,12 +153,6 @@ export const DocumentPreferencesForm = ({
                       <SelectItem value={DocumentVisibility.ADMIN}>
                         <Trans>Only admins can access and view the document</Trans>
                       </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
                     </SelectContent>
                   </Select>
                 </FormControl>
@@ -161,11 +174,7 @@ export const DocumentPreferencesForm = ({
                 </FormLabel>
 
                 <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value}
-                    onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
-                  >
+                  <Select {...field} onValueChange={field.onChange}>
                     <SelectTrigger className="bg-background text-muted-foreground">
                       <SelectValue />
                     </SelectTrigger>
@@ -176,10 +185,6 @@ export const DocumentPreferencesForm = ({
                           {language.full}
                         </SelectItem>
                       ))}
-
-                      <SelectItem value={'-1'}>
-                        <Trans>Inherit from organisation</Trans>
-                      </SelectItem>
                     </SelectContent>
                   </Select>
                 </FormControl>
@@ -207,16 +212,14 @@ export const DocumentPreferencesForm = ({
                 <FormControl>
                   <MultiSelectCombobox
                     options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
-                      label: t(option.label),
+                      label: _(option.label),
                       value: option.value,
                     }))}
                     selectedValues={field.value}
                     onChange={field.onChange}
                     className="bg-background w-full"
                     enableSearch={false}
-                    emptySelectionPlaceholder={
-                      canInherit ? t`Inherit from organisation` : t`Select signature types`
-                    }
+                    emptySelectionPlaceholder="Select signature types"
                     testId="signature-types-combobox"
                   />
                 </FormControl>
@@ -243,35 +246,16 @@ export const DocumentPreferencesForm = ({
                   <Trans>Send on Behalf of Team</Trans>
                 </FormLabel>
 
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger className="bg-background text-muted-foreground">
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
+                <div>
+                  <FormControl className="block">
+                    <Switch
+                      ref={field.ref}
+                      name={field.name}
+                      checked={field.value}
+                      onCheckedChange={field.onChange}
+                    />
+                  </FormControl>
+                </div>
 
                 <div className="pt-2">
                   <div className="text-muted-foreground text-xs font-medium">
@@ -279,13 +263,13 @@ export const DocumentPreferencesForm = ({
                   </div>
 
                   <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
-                    {field.value ? (
+                    {includeSenderDetails ? (
                       <Trans>
-                        "{placeholderEmail}" on behalf of "Team Name" has invited you to sign
+                        "{placeholderEmail}" on behalf of "{team.name}" has invited you to sign
                         "example document".
                       </Trans>
                     ) : (
-                      <Trans>"Team Name" has invited you to sign "example document".</Trans>
+                      <Trans>"{team.name}" has invited you to sign "example document".</Trans>
                     )}
                   </Alert>
                 </div>
@@ -310,35 +294,16 @@ export const DocumentPreferencesForm = ({
                   <Trans>Include the Signing Certificate in the Document</Trans>
                 </FormLabel>
 
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger className="bg-background text-muted-foreground">
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
+                <div>
+                  <FormControl className="block">
+                    <Switch
+                      ref={field.ref}
+                      name={field.name}
+                      checked={field.value}
+                      onCheckedChange={field.onChange}
+                    />
+                  </FormControl>
+                </div>
 
                 <FormDescription>
                   <Trans>

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

@@ -10,7 +10,7 @@ import type { z } from 'zod';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
-import { ZUpdateTeamRequestSchema } from '@documenso/trpc/server/team-router/update-team.types';
+import { ZUpdateTeamMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Form,
@@ -29,7 +29,7 @@ export type UpdateTeamDialogProps = {
   teamUrl: string;
 };
 
-const ZTeamUpdateFormSchema = ZUpdateTeamRequestSchema.shape.data.pick({
+const ZTeamUpdateFormSchema = ZUpdateTeamMutationSchema.shape.data.pick({
   name: true,
   url: true,
 });
@@ -49,7 +49,7 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
     },
   });
 
-  const { mutateAsync: updateTeam } = trpc.team.update.useMutation();
+  const { mutateAsync: updateTeam } = trpc.team.updateTeam.useMutation();
 
   const onFormSubmit = async ({ name, url }: TTeamUpdateFormSchema) => {
     try {

apps/remix/app/components/general/app-header.tsx

@@ -1,8 +1,10 @@
 import { type HTMLAttributes, useEffect, useState } from 'react';
 
 import { MenuIcon, SearchIcon } from 'lucide-react';
-import { Link, useParams } from 'react-router';
+import { Link, useLocation, useParams } from 'react-router';
 
+import type { SessionUser } from '@documenso/auth/server/lib/session/session';
+import type { TGetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
 import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 
@@ -13,10 +15,14 @@ import { AppNavDesktop } from './app-nav-desktop';
 import { AppNavMobile } from './app-nav-mobile';
 import { MenuSwitcher } from './menu-switcher';
 
-export type HeaderProps = HTMLAttributes<HTMLDivElement>;
+export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
+  user: SessionUser;
+  teams: TGetTeamsResponse;
+};
 
-export const Header = ({ className, ...props }: HeaderProps) => {
+export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
   const params = useParams();
+  const { pathname } = useLocation();
 
   const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
   const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
@@ -32,6 +38,16 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     return () => window.removeEventListener('scroll', onScroll);
   }, []);
 
+  const isPathTeamUrl = (teamUrl: string) => {
+    if (!pathname || !pathname.startsWith(`/t/`)) {
+      return false;
+    }
+
+    return pathname.split('/')[2] === teamUrl;
+  };
+
+  const selectedTeam = teams?.find((team) => isPathTeamUrl(team.url));
+
   return (
     <header
       className={cn(
@@ -43,7 +59,7 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     >
       <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
         <Link
-          to={`${getRootHref(params, { returnEmptyRootString: true })}`}
+          to={`${getRootHref(params, { returnEmptyRootString: true })}/documents`}
           className="focus-visible:ring-ring ring-offset-background hidden rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 md:inline"
         >
           <BrandingLogo className="h-6 w-auto" />
@@ -51,8 +67,11 @@ export const Header = ({ className, ...props }: HeaderProps) => {
 
         <AppNavDesktop setIsCommandMenuOpen={setIsCommandMenuOpen} />
 
-        <div className="flex gap-x-4 md:ml-8">
-          <MenuSwitcher />
+        <div
+          className="flex gap-x-4 md:ml-8"
+          title={selectedTeam ? selectedTeam.name : (user.name ?? '')}
+        >
+          <MenuSwitcher user={user} teams={teams} />
         </div>
 
         <div className="flex flex-row items-center space-x-4 md:hidden">

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -4,8 +4,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { motion } from 'framer-motion';
-import { AnimatePresence } from 'framer-motion';
 import { Search } from 'lucide-react';
 import { Link, useLocation, useParams } from 'react-router';
 
@@ -57,34 +55,23 @@ export const AppNavDesktop = ({
       )}
       {...props}
     >
-      <div>
-        <AnimatePresence>
-          {params.teamUrl && (
-            <motion.div
-              initial={{ opacity: 0 }}
-              animate={{ opacity: 1 }}
-              exit={{ opacity: 0 }}
-              className="flex items-baseline gap-x-6"
-            >
-              {navigationLinks.map(({ href, label }) => (
-                <Link
-                  key={href}
-                  to={`${rootHref}${href}`}
-                  className={cn(
-                    'text-muted-foreground dark:text-muted-foreground/60 focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-                    {
-                      'text-foreground dark:text-muted-foreground': pathname?.startsWith(
-                        `${rootHref}${href}`,
-                      ),
-                    },
-                  )}
-                >
-                  {_(label)}
-                </Link>
-              ))}
-            </motion.div>
-          )}
-        </AnimatePresence>
+      <div className="flex items-baseline gap-x-6">
+        {navigationLinks.map(({ href, label }) => (
+          <Link
+            key={href}
+            to={`${rootHref}${href}`}
+            className={cn(
+              'text-muted-foreground dark:text-muted-foreground/60 focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+              {
+                'text-foreground dark:text-muted-foreground': pathname?.startsWith(
+                  `${rootHref}${href}`,
+                ),
+              },
+            )}
+          >
+            {_(label)}
+          </Link>
+        ))}
       </div>
 
       <Button

apps/remix/app/components/general/billing-plans.tsx

@@ -1,48 +1,62 @@
-import { useMemo, useState } from 'react';
+import { useState } from 'react';
 
+import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { AnimatePresence, motion } from 'framer-motion';
 
-import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
+import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+type Interval = keyof PriceIntervals;
+
+const INTERVALS: Interval[] = ['day', 'week', 'month', 'year'];
+
+// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+const isInterval = (value: unknown): value is Interval => INTERVALS.includes(value as Interval);
+
+const FRIENDLY_INTERVALS: Record<Interval, MessageDescriptor> = {
+  day: msg`Daily`,
+  week: msg`Weekly`,
+  month: msg`Monthly`,
+  year: msg`Yearly`,
+};
+
 const MotionCard = motion(Card);
 
 export type BillingPlansProps = {
-  plans: InternalClaimPlans;
+  prices: PriceIntervals;
 };
 
-export const BillingPlans = ({ plans }: BillingPlansProps) => {
+export const BillingPlans = ({ prices }: BillingPlansProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
   const isMounted = useIsMounted();
 
-  const organisation = useCurrentOrganisation();
-
-  const [interval, setInterval] = useState<'monthlyPrice' | 'yearlyPrice'>('yearlyPrice');
+  const [interval, setInterval] = useState<Interval>('month');
   const [checkoutSessionPriceId, setCheckoutSessionPriceId] = useState<string | null>(null);
 
-  const { mutateAsync: createSubscription } = trpc.billing.subscription.create.useMutation();
+  const { mutateAsync: createCheckoutSession } = trpc.profile.createCheckoutSession.useMutation();
 
   const onSubscribeClick = async (priceId: string) => {
     try {
       setCheckoutSessionPriceId(priceId);
 
-      const { redirectUrl } = await createSubscription({
-        organisationId: organisation.id,
-        priceId,
-      });
+      const url = await createCheckoutSession({ priceId });
 
-      window.open(redirectUrl, '_blank');
+      if (!url) {
+        throw new Error('Unable to create session');
+      }
+
+      window.open(url);
     } catch (_err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -54,37 +68,24 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
     }
   };
 
-  const pricesToDisplay = useMemo(() => {
-    const prices = [];
-
-    for (const plan of Object.values(plans)) {
-      if (plan[interval] && plan[interval].isVisibleInApp) {
-        prices.push(plan[interval]);
-      }
-    }
-
-    return prices;
-  }, [plans, interval]);
-
   return (
     <div>
-      <Tabs
-        value={interval}
-        onValueChange={(value) => setInterval(value as 'monthlyPrice' | 'yearlyPrice')}
-      >
+      <Tabs value={interval} onValueChange={(value) => isInterval(value) && setInterval(value)}>
         <TabsList>
-          <TabsTrigger className="min-w-[150px]" value="monthlyPrice">
-            <Trans>Monthly</Trans>
-          </TabsTrigger>
-          <TabsTrigger className="min-w-[150px]" value="yearlyPrice">
-            <Trans>Yearly</Trans>
-          </TabsTrigger>
+          {INTERVALS.map(
+            (interval) =>
+              prices[interval].length > 0 && (
+                <TabsTrigger key={interval} className="min-w-[150px]" value={interval}>
+                  {_(FRIENDLY_INTERVALS[interval])}
+                </TabsTrigger>
+              ),
+          )}
         </TabsList>
       </Tabs>
 
       <div className="mt-8 grid gap-8 lg:grid-cols-2 2xl:grid-cols-3">
         <AnimatePresence mode="wait">
-          {pricesToDisplay.map((price) => (
+          {prices[interval].map((price) => (
             <MotionCard
               key={price.id}
               initial={{ opacity: isMounted ? 0 : 1, y: isMounted ? 20 : 0 }}
@@ -95,14 +96,8 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
                 <CardTitle>{price.product.name}</CardTitle>
 
                 <div className="text-muted-foreground mt-2 text-lg font-medium">
-                  {price.friendlyPrice + ' '}
-                  <span className="text-xs">
-                    {interval === 'monthlyPrice' ? (
-                      <Trans>per month</Trans>
-                    ) : (
-                      <Trans>per year</Trans>
-                    )}
-                  </span>
+                  ${toHumanPrice(price.unit_amount ?? 0)} {price.currency.toUpperCase()}{' '}
+                  <span className="text-xs">per {interval}</span>
                 </div>
 
                 <div className="text-muted-foreground mt-1.5 text-sm">

apps/remix/app/components/general/billing-portal-button.tsx

@@ -0,0 +1,48 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type BillingPortalButtonProps = {
+  buttonProps?: React.ComponentProps<typeof Button>;
+  children?: React.ReactNode;
+};
+
+export const BillingPortalButton = ({ buttonProps, children }: BillingPortalButtonProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: createBillingPortal, isPending } =
+    trpc.profile.createBillingPortal.useMutation({
+      onSuccess: (sessionUrl) => {
+        window.open(sessionUrl, '_blank');
+      },
+      onError: (err) => {
+        let description = _(
+          msg`We are unable to proceed to the billing portal at this time. Please try again, or contact support.`,
+        );
+
+        if (err.message === 'CUSTOMER_NOT_FOUND') {
+          description = _(
+            msg`You do not currently have a customer record, this should not happen. Please contact support for assistance.`,
+          );
+        }
+
+        toast({
+          title: _(msg`Something went wrong`),
+          description,
+          variant: 'destructive',
+          duration: 10000,
+        });
+      },
+    });
+
+  return (
+    <Button {...buttonProps} onClick={async () => createBillingPortal()} loading={isPending}>
+      {children || <Trans>Manage Subscription</Trans>}
+    </Button>
+  );
+};

apps/remix/app/components/general/direct-template/direct-template-configure-form.tsx

@@ -9,6 +9,10 @@ import { z } from 'zod';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { TTemplate } from '@documenso/lib/types/template';
+import {
+  DocumentReadOnlyFields,
+  mapFieldsWithRecipients,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -16,7 +20,6 @@ import {
   DocumentFlowFormContainerHeader,
   DocumentFlowFormContainerStep,
 } from '@documenso/ui/primitives/document-flow/document-flow-root';
-import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import {
   Form,
@@ -97,14 +100,16 @@ export const DirectTemplateConfigureForm = ({
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
-        {isDocumentPdfLoaded &&
-          directTemplateRecipient.fields.map((field, index) => (
-            <ShowFieldItem
-              key={index}
-              field={field}
-              recipients={recipientsWithBlankDirectRecipientEmail}
-            />
-          ))}
+        {isDocumentPdfLoaded && (
+          <DocumentReadOnlyFields
+            fields={mapFieldsWithRecipients(
+              directTemplateRecipient.fields,
+              recipientsWithBlankDirectRecipientEmail,
+            )}
+            recipientIds={recipients.map((recipient) => recipient.id)}
+            showRecipientColors={true}
+          />
+        )}
 
         <Form {...form}>
           <fieldset

apps/remix/app/components/general/direct-template/direct-template-page.tsx

@@ -8,6 +8,7 @@ import { useNavigate, useSearchParams } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { trpc } from '@documenso/trpc/react';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
@@ -103,11 +104,17 @@ export const DirectTemplatePageView = ({
         directRecipientEmail: recipient.email,
         templateUpdatedAt: template.updatedAt,
         signedFieldValues: fields.map((field) => {
-          if (!field.signedValue) {
+          if (isRequiredField(field) && !field.signedValue) {
             throw new Error('Invalid configuration');
           }
 
-          return field.signedValue;
+          return {
+            token: field.signedValue?.token ?? '',
+            fieldId: field.signedValue?.fieldId ?? 0,
+            value: field.signedValue?.value,
+            isBase64: field.signedValue?.isBase64,
+            authOptions: field.signedValue?.authOptions,
+          };
         }),
       });
 

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -17,6 +17,7 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type {
   TRemovedSignedFieldWithTokenMutationSchema,
@@ -78,6 +79,10 @@ export const DirectTemplateSigningForm = ({
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isSubmitting, setIsSubmitting] = useState(false);
 
+  const fieldsRequiringValidation = useMemo(() => {
+    return localFields.filter((field) => isFieldUnsignedAndRequired(field));
+  }, [localFields]);
+
   const { currentStep, totalSteps, previousStep } = useStep();
 
   const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
@@ -134,18 +139,18 @@ export const DirectTemplateSigningForm = ({
   };
 
   const uninsertedFields = useMemo(() => {
-    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+    return sortFieldsByPosition(fieldsRequiringValidation);
   }, [localFields]);
 
   const fieldsValidated = () => {
     setValidateUninsertedFields(true);
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(fieldsRequiringValidation);
   };
 
   const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
-    const isFieldsValid = validateFieldsInserted(localFields);
+    const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
     if (!isFieldsValid) {
       return;

apps/remix/app/components/general/document-signing/document-signing-checkbox-field.tsx

@@ -97,6 +97,12 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      // Do nothing, this should only happen when the user clicks the field, but
+      // misses the checkbox which triggers this callback.
+      if (checkedValues.length === 0) {
+        return;
+      }
+
       if (!isLengthConditionMet) {
         return;
       }
@@ -270,21 +276,26 @@ export const DocumentSigningCheckboxField = ({
               {validationSign?.label} {checkboxValidationLength}
             </FieldToolTip>
           )}
-          <div className="z-50 flex flex-col gap-y-2">
+          <div className="z-50 my-0.5 flex flex-col gap-y-1">
             {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
               const itemValue = item.value || `empty-value-${item.id}`;
 
               return (
-                <div key={index} className="flex items-center gap-x-1.5">
+                <div key={index} className="flex items-center">
                   <Checkbox
-                    className="h-4 w-4"
-                    id={`checkbox-${index}`}
+                    className="h-3 w-3"
+                    id={`checkbox-${field.id}-${item.id}`}
                     checked={checkedValues.includes(itemValue)}
                     onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
                   />
-                  <Label htmlFor={`checkbox-${index}`}>
-                    {item.value.includes('empty-value-') ? '' : item.value}
-                  </Label>
+                  {!item.value.includes('empty-value-') && item.value && (
+                    <Label
+                      htmlFor={`checkbox-${field.id}-${item.id}`}
+                      className="text-foreground ml-1.5 text-xs font-normal"
+                    >
+                      {item.value}
+                    </Label>
+                  )}
                 </div>
               );
             })}
@@ -293,22 +304,27 @@ export const DocumentSigningCheckboxField = ({
       )}
 
       {field.inserted && (
-        <div className="flex flex-col gap-y-1">
+        <div className="my-0.5 flex flex-col gap-y-1">
           {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
             const itemValue = item.value || `empty-value-${item.id}`;
 
             return (
-              <div key={index} className="flex items-center gap-x-1.5">
+              <div key={index} className="flex items-center">
                 <Checkbox
                   className="h-3 w-3"
-                  id={`checkbox-${index}`}
+                  id={`checkbox-${field.id}-${item.id}`}
                   checked={parsedCheckedValues.includes(itemValue)}
                   disabled={isLoading}
                   onCheckedChange={() => void handleCheckboxOptionClick(item)}
                 />
-                <Label htmlFor={`checkbox-${index}`} className="text-xs">
-                  {item.value.includes('empty-value-') ? '' : item.value}
-                </Label>
+                {!item.value.includes('empty-value-') && item.value && (
+                  <Label
+                    htmlFor={`checkbox-${field.id}-${item.id}`}
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    {item.value}
+                  </Label>
+                )}
               </div>
             );
           })}

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -281,7 +281,7 @@ export const DocumentSigningCompleteDialog = ({
                 <div className="flex w-full flex-1 flex-nowrap gap-4">
                   <Button
                     type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                    className="flex-1"
                     variant="secondary"
                     onClick={() => setShowDialog(false)}
                     disabled={form.formState.isSubmitting}

apps/remix/app/components/general/document-signing/document-signing-date-field.tsx

@@ -142,7 +142,7 @@ export const DocumentSigningDateField = ({
       )}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary text-foreground group-hover:text-recipient-green text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
           <Trans>Date</Trans>
         </p>
       )}
@@ -151,12 +151,10 @@ export const DocumentSigningDateField = ({
         <div className="flex h-full w-full items-center">
           <p
             className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              'text-foreground w-full whitespace-nowrap text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
               {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
+                '!text-center': parsedFieldMeta?.textAlign === 'center',
+                '!text-right': parsedFieldMeta?.textAlign === 'right',
               },
             )}
           >

apps/remix/app/components/general/document-signing/document-signing-dropdown-field.tsx

@@ -177,15 +177,11 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {!field.inserted && (
-          <p className="group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200">
+          <p className="group-hover:text-primary text-foreground flex flex-col items-center justify-center duration-200">
             <Select value={localChoice} onValueChange={handleSelectItem}>
               <SelectTrigger
                 className={cn(
-                  'text-muted-foreground z-10 h-full w-full border-none ring-0 focus:ring-0',
-                  {
-                    'hover:text-red-300': parsedFieldMeta.required,
-                    'hover:text-yellow-300': !parsedFieldMeta.required,
-                  },
+                  'text-foreground z-10 h-full w-full border-none ring-0 focus:border-none focus:ring-0',
                 )}
               >
                 <SelectValue
@@ -205,7 +201,7 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {field.inserted && (
-          <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+          <p className="text-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
             {field.customText}
           </p>
         )}

apps/remix/app/components/general/document-signing/document-signing-email-field.tsx

@@ -1,7 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -14,10 +13,14 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -120,34 +123,18 @@ export const DocumentSigningEmailField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Email</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

apps/remix/app/components/general/document-signing/document-signing-field-container.tsx

@@ -2,12 +2,14 @@ import React from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
+import { TooltipArrow } from '@radix-ui/react-tooltip';
 import { X } from 'lucide-react';
 
 import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { RECIPIENT_COLOR_STYLES } from '@documenso/ui/lib/recipient-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
@@ -128,57 +130,51 @@ export const DocumentSigningFieldContainer = ({
   };
 
   return (
-    <div className={cn('[container-type:size]', { group: type === 'Checkbox' })}>
-      <FieldRootContainer field={field}>
+    <div className={cn('[container-type:size]')}>
+      <FieldRootContainer color={RECIPIENT_COLOR_STYLES.green} field={field}>
         {!field.inserted && !loading && !readOnlyField && (
           <button
             type="submit"
-            className="absolute inset-0 z-10 h-full w-full rounded-md border"
+            className="absolute inset-0 z-10 h-full w-full rounded-[2px]"
             onClick={async () => handleInsertField()}
           />
         )}
 
         {readOnlyField && (
           <button className="bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100">
-            <span className="bg-foreground/50 dark:bg-background/50 text-background dark:text-foreground rounded-xl p-2">
+            <span className="bg-foreground/50 text-background rounded-xl p-2">
               <Trans>Read only field</Trans>
             </span>
           </button>
         )}
 
-        {type === 'Date' && field.inserted && !loading && !readOnlyField && (
-          <Tooltip delayDuration={0}>
-            <TooltipTrigger asChild>
-              <button
-                className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-                onClick={onRemoveSignedFieldClick}
-              >
-                <Trans>Remove</Trans>
-              </button>
-            </TooltipTrigger>
-
-            {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
-          </Tooltip>
-        )}
-
         {type === 'Checkbox' && field.inserted && !loading && !readOnlyField && (
           <button
-            className="dark:bg-background absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
+            className="absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
             onClick={() => void onClearCheckBoxValues(type)}
           >
-            <span className="dark:text-muted-foreground/50 dark:hover:text-muted-foreground dark:hover:bg-foreground/10 rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
+            <span className="rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
               <X className="h-4 w-4" />
             </span>
           </button>
         )}
 
-        {type !== 'Date' && type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
-          <button
-            className="text-destructive bg-background/50 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-            onClick={onRemoveSignedFieldClick}
-          >
-            <Trans>Remove</Trans>
-          </button>
+        {type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
+          <Tooltip delayDuration={0}>
+            <TooltipTrigger asChild>
+              <button className="absolute inset-0 z-10" onClick={onRemoveSignedFieldClick}></button>
+            </TooltipTrigger>
+
+            <TooltipContent
+              className="border-0 bg-orange-300 fill-orange-300 font-bold text-orange-900"
+              sideOffset={2}
+            >
+              {tooltipText && <p>{tooltipText}</p>}
+
+              <Trans>Remove</Trans>
+              <TooltipArrow />
+            </TooltipContent>
+          </Tooltip>
         )}
 
         {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&

apps/remix/app/components/general/document-signing/document-signing-fields.tsx

@@ -0,0 +1,51 @@
+import { Loader } from 'lucide-react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+export const DocumentSigningFieldsLoader = () => {
+  return (
+    <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
+      <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
+    </div>
+  );
+};
+
+export const DocumentSigningFieldsUninserted = ({ children }: { children: React.ReactNode }) => {
+  return (
+    <p className="group-hover:text-primary text-foreground group-hover:text-recipient-green text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+      {children}
+    </p>
+  );
+};
+
+type DocumentSigningFieldsInsertedProps = {
+  children: React.ReactNode;
+
+  /**
+   * The text alignment of the field.
+   *
+   * Defaults to left.
+   */
+  textAlign?: 'left' | 'center' | 'right';
+};
+
+export const DocumentSigningFieldsInserted = ({
+  children,
+  textAlign = 'left',
+}: DocumentSigningFieldsInsertedProps) => {
+  return (
+    <div className="flex h-full w-full items-center">
+      <p
+        className={cn(
+          'text-foreground w-full text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+          {
+            '!text-center': textAlign === 'center',
+            '!text-right': textAlign === 'right',
+          },
+        )}
+      >
+        {children}
+      </p>
+    </div>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-initials-field.tsx

@@ -1,12 +1,12 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZInitialsFieldMeta } from '@documenso/lib/types/field-meta';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -17,6 +17,11 @@ import type {
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -50,6 +55,9 @@ export const DocumentSigningInitialsField = ({
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading;
 
+  const safeFieldMeta = ZInitialsFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       const value = initials ?? '';
@@ -122,22 +130,18 @@ export const DocumentSigningInitialsField = ({
       onRemove={onRemove}
       type="Initials"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Initials</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
           {field.customText}
-        </p>
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

apps/remix/app/components/general/document-signing/document-signing-name-field.tsx

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -16,7 +15,6 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@@ -25,6 +23,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -166,34 +169,18 @@ export const DocumentSigningNameField = ({
       onRemove={onRemove}
       type="Name"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Name</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showFullNameModal} onOpenChange={setShowFullNameModal}>
@@ -202,7 +189,7 @@ export const DocumentSigningNameField = ({
             <Trans>
               Sign as
               <div>
-                {recipient.name} <div className="text-muted-foreground">({recipient.email})</div>
+                {recipient.name} <div className="text-foreground">({recipient.email})</div>
               </div>
             </Trans>
           </DialogTitle>
@@ -224,7 +211,7 @@ export const DocumentSigningNameField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowFullNameModal(false);

apps/remix/app/components/general/document-signing/document-signing-number-field.tsx

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Hash, Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateNumberField } from '@documenso/lib/advanced-fields-validation/validate-number';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 type ValidationErrors = {
@@ -245,45 +249,16 @@ export const DocumentSigningNumberField = ({
       onRemove={onRemove}
       type="Number"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Hash className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />{' '}
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">{fieldDisplayName}</span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>{fieldDisplayName}</DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showNumberModal} onOpenChange={setShowNumberModal}>
@@ -339,7 +314,7 @@ export const DocumentSigningNumberField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowNumberModal(false);

apps/remix/app/components/general/document-signing/document-signing-page-view.tsx

@@ -19,6 +19,7 @@ import {
 import type { CompletedField } from '@documenso/lib/types/fields';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -36,7 +37,6 @@ import { DocumentSigningRadioField } from '~/components/general/document-signing
 import { DocumentSigningRejectDialog } from '~/components/general/document-signing/document-signing-reject-dialog';
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
-import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
 
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
@@ -47,7 +47,6 @@ export type DocumentSigningPageViewProps = {
   completedFields: CompletedField[];
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
-  includeSenderDetails: boolean;
 };
 
 export const DocumentSigningPageView = ({
@@ -57,16 +56,18 @@ export const DocumentSigningPageView = ({
   completedFields,
   isRecipientsTurn,
   allRecipients = [],
-  includeSenderDetails,
 }: DocumentSigningPageViewProps) => {
   const { documentData, documentMeta } = document;
 
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
 
+  const shouldUseTeamDetails =
+    document.teamId && document.team?.teamGlobalSettings?.includeSenderDetails === false;
+
   let senderName = document.user.name ?? '';
   let senderEmail = `(${document.user.email})`;
 
-  if (includeSenderDetails) {
+  if (shouldUseTeamDetails) {
     senderName = document.team?.name ?? '';
     senderEmail = document.team?.teamEmail?.email ? `(${document.team.teamEmail.email})` : '';
   }
@@ -91,7 +92,7 @@ export const DocumentSigningPageView = ({
             <span className="text-muted-foreground">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () =>
-                  includeSenderDetails ? (
+                  document.teamId && !shouldUseTeamDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to view this document
                     </Trans>
@@ -100,7 +101,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.SIGNER, () =>
-                  includeSenderDetails ? (
+                  document.teamId && !shouldUseTeamDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to sign this document
                     </Trans>
@@ -109,7 +110,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.APPROVER, () =>
-                  includeSenderDetails ? (
+                  document.teamId && !shouldUseTeamDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to approve this document
                     </Trans>
@@ -118,7 +119,7 @@ export const DocumentSigningPageView = ({
                   ),
                 )
                 .with(RecipientRole.ASSISTANT, () =>
-                  includeSenderDetails ? (
+                  document.teamId && !shouldUseTeamDetails ? (
                     <Trans>
                       on behalf of "{document.team?.name}" has invited you to assist this document
                     </Trans>
@@ -156,7 +157,11 @@ export const DocumentSigningPageView = ({
           </div>
         </div>
 
-        <DocumentReadOnlyFields documentMeta={documentMeta || undefined} fields={completedFields} />
+        <DocumentReadOnlyFields
+          documentMeta={documentMeta || undefined}
+          fields={completedFields}
+          showRecipientTooltip={true}
+        />
 
         {recipient.role !== RecipientRole.ASSISTANT && (
           <DocumentSigningAutoSign recipient={recipient} fields={fields} />

apps/remix/app/components/general/document-signing/document-signing-radio-field.tsx

@@ -2,7 +2,6 @@ import { useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -21,6 +20,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import { DocumentSigningFieldsLoader } from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningRadioFieldProps = {
@@ -150,44 +150,52 @@ export const DocumentSigningRadioField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Radio">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 z-20 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10">
+        <RadioGroup
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
-                className="h-4 w-4 shrink-0"
+                className="h-3 w-3 shrink-0"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.checked}
               />
-
-              <Label htmlFor={`option-${index}`}>
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>
       )}
 
       {field.inserted && (
-        <RadioGroup className="gap-y-1">
+        <RadioGroup className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.value === field.customText}
               />
-              <Label htmlFor={`option-${index}`} className="text-xs">
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>

apps/remix/app/components/general/document-signing/document-signing-signature-field.tsx

@@ -242,7 +242,7 @@ export const DocumentSigningSignatureField = ({
       )}
 
       {state === 'empty' && (
-        <p className="group-hover:text-primary font-signature text-muted-foreground text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary font-signature text-muted-foreground group-hover:text-recipient-green text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200">
           <Trans>Signature</Trans>
         </p>
       )}
@@ -259,7 +259,7 @@ export const DocumentSigningSignatureField = ({
         <div ref={containerRef} className="flex h-full w-full items-center justify-center p-2">
           <p
             ref={signatureRef}
-            className="font-signature text-muted-foreground dark:text-background w-full overflow-hidden break-all text-center leading-tight duration-200"
+            className="font-signature text-muted-foreground w-full overflow-hidden break-all text-center leading-tight duration-200"
             style={{ fontSize: `${fontSize}rem` }}
           >
             {signature?.typedSignature}
@@ -291,7 +291,7 @@ export const DocumentSigningSignatureField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowSignatureModal(false);

apps/remix/app/components/general/document-signing/document-signing-text-field.tsx

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import { Loader, Type } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningTextFieldProps = {
@@ -248,49 +252,20 @@ export const DocumentSigningTextField = ({
       onRemove={onRemove}
       type="Text"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Type className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
-              {fieldDisplayName || <Trans>Text</Trans>}
-            </span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>
+          {fieldDisplayName || <Trans>Text</Trans>}
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText.length < 20
-              ? field.customText
-              : field.customText.substring(0, 20) + '...'}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText.length < 20
+            ? field.customText
+            : field.customText.substring(0, 20) + '...'}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showCustomTextModal} onOpenChange={setShowCustomTextModal}>
@@ -304,11 +279,9 @@ export const DocumentSigningTextField = ({
               id="custom-text"
               placeholder={parsedFieldMeta?.placeholder ?? _(msg`Enter your text here`)}
               className={cn('mt-2 w-full rounded-md', {
-                'border-2 border-red-300 ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
                   userInputHasErrors,
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-center': parsedFieldMeta?.textAlign === 'center',
                 'text-right': parsedFieldMeta?.textAlign === 'right',
               })}
               value={localText}
@@ -354,8 +327,8 @@ export const DocumentSigningTextField = ({
             <div className="mt-4 flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
                 variant="secondary"
+                className="flex-1"
                 onClick={() => {
                   setShowCustomTextModal(false);
                   setLocalCustomText('');

apps/remix/app/components/general/document/document-certificate-qr-view.tsx

@@ -0,0 +1,106 @@
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import type { DocumentData } from '@prisma/client';
+import { DateTime } from 'luxon';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+
+import { ShareDocumentDownloadButton } from '../share-document-download-button';
+
+export type DocumentCertificateQRViewProps = {
+  documentId: number;
+  title: string;
+  documentData: DocumentData;
+  password?: string | null;
+  recipientCount?: number;
+  completedDate?: Date;
+};
+
+export const DocumentCertificateQRView = ({
+  documentId,
+  title,
+  documentData,
+  password,
+  recipientCount = 0,
+  completedDate,
+}: DocumentCertificateQRViewProps) => {
+  const { data: documentUrl } = trpc.shareLink.getDocumentInternalUrlForQRCode.useQuery({
+    documentId,
+  });
+
+  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentUrl);
+
+  const formattedDate = completedDate
+    ? DateTime.fromJSDate(completedDate).toLocaleString(DateTime.DATETIME_MED)
+    : '';
+
+  useEffect(() => {
+    if (documentUrl) {
+      setIsDialogOpen(true);
+    }
+  }, [documentUrl]);
+
+  return (
+    <div className="mx-auto w-full max-w-screen-md">
+      {/* Dialog for internal document link */}
+      {documentUrl && (
+        <Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
+          <DialogContent>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Document found in your account</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>
+                  This document is available in your Documenso account. You can view more details,
+                  recipients, and audit logs there.
+                </Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <DialogFooter className="flex flex-row justify-end gap-2">
+              <Button asChild>
+                <a href={documentUrl} target="_blank" rel="noopener noreferrer">
+                  <Trans>Go to document</Trans>
+                </a>
+              </Button>
+            </DialogFooter>
+          </DialogContent>
+        </Dialog>
+      )}
+
+      <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
+        <div className="space-y-1">
+          <h1 className="text-xl font-medium">{title}</h1>
+          <div className="text-muted-foreground flex flex-col gap-0.5 text-sm">
+            <p>
+              <Trans>{recipientCount} recipients</Trans>
+            </p>
+
+            <p>
+              <Trans>Completed on {formattedDate}</Trans>
+            </p>
+          </div>
+        </div>
+
+        <ShareDocumentDownloadButton title={title} documentData={documentData} />
+      </div>
+
+      <div className="mt-12 w-full">
+        <PDFViewer key={documentData.id} documentData={documentData} password={password} />
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document/document-drop-zone-wrapper.tsx

@@ -0,0 +1,192 @@
+import { type ReactNode, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { Link, useNavigate, useParams } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export interface DocumentDropZoneWrapperProps {
+  children: ReactNode;
+  className?: string;
+}
+
+export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZoneWrapperProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { user } = useSession();
+  const { folderId } = useParams();
+
+  const team = useOptionalCurrentTeam();
+
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const userTimezone =
+    TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
+    DEFAULT_DOCUMENT_TIME_ZONE;
+
+  const { quota, remaining, refreshLimits } = useLimits();
+
+  const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
+
+  const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
+
+  const onFileDrop = async (file: File) => {
+    if (isUploadDisabled && IS_BILLING_ENABLED()) {
+      await navigate('/settings/billing');
+      return;
+    }
+
+    try {
+      setIsLoading(true);
+
+      const response = await putPdfFile(file);
+
+      const { id } = await createDocument({
+        title: file.name,
+        documentDataId: response.id,
+        timezone: userTimezone,
+        folderId: folderId ?? undefined,
+      });
+
+      void refreshLimits();
+
+      toast({
+        title: _(msg`Document uploaded`),
+        description: _(msg`Your document has been uploaded successfully.`),
+        duration: 5000,
+      });
+
+      analytics.capture('App: Document Uploaded', {
+        userId: user.id,
+        documentId: id,
+        timestamp: new Date().toISOString(),
+      });
+
+      await navigate(
+        folderId
+          ? `${formatDocumentsPath(team?.url)}/f/${folderId}/${id}/edit`
+          : `${formatDocumentsPath(team?.url)}/${id}/edit`,
+      );
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with(
+          AppErrorCode.LIMIT_EXCEEDED,
+          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
+        )
+        .otherwise(() => msg`An error occurred while uploading your document.`);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    //disabled: isUploadDisabled,
+    multiple: false,
+    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
+    onDrop: ([acceptedFile]) => {
+      if (acceptedFile) {
+        void onFileDrop(acceptedFile);
+      }
+    },
+    onDropRejected: () => {
+      void onFileDropRejected();
+    },
+    noClick: true,
+    noDragEventsBubbling: true,
+  });
+
+  return (
+    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
+      <input {...getInputProps()} />
+      {children}
+
+      {isDragActive && (
+        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
+            <h2 className="text-foreground text-2xl font-semibold">
+              <Trans>Upload Document</Trans>
+            </h2>
+
+            <p className="text-muted-foreground text-md mt-4">
+              <Trans>Drag and drop your PDF file here</Trans>
+            </p>
+
+            {isUploadDisabled && IS_BILLING_ENABLED() && (
+              <Link
+                to="/settings/billing"
+                className="mt-4 text-sm text-amber-500 hover:underline dark:text-amber-400"
+              >
+                <Trans>Upgrade your plan to upload more documents</Trans>
+              </Link>
+            )}
+
+            {!isUploadDisabled &&
+              team?.id === undefined &&
+              remaining.documents > 0 &&
+              Number.isFinite(remaining.documents) && (
+                <p className="text-muted-foreground/80 mt-4 text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              )}
+          </div>
+        </div>
+      )}
+
+      {isLoading && (
+        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
+            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <p className="text-foreground mt-8 font-medium">
+              <Trans>Uploading document...</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

apps/remix/app/components/general/document/document-edit-form.tsx

@@ -29,12 +29,13 @@ import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type DocumentEditFormProps = {
   className?: string;
   initialDocument: TDocument;
   documentRootPath: string;
+  isDocumentEnterprise: boolean;
 };
 
 type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
@@ -44,6 +45,7 @@ export const DocumentEditForm = ({
   className,
   initialDocument,
   documentRootPath,
+  isDocumentEnterprise,
 }: DocumentEditFormProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -51,7 +53,7 @@ export const DocumentEditForm = ({
   const navigate = useNavigate();
 
   const [searchParams] = useSearchParams();
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
 
@@ -353,9 +355,10 @@ export const DocumentEditForm = ({
               key={recipients.length}
               documentFlow={documentFlow.settings}
               document={document}
-              currentTeamMemberRole={team.currentTeamRole}
+              currentTeamMemberRole={team?.currentTeamMember?.role}
               recipients={recipients}
               fields={fields}
+              isDocumentEnterprise={isDocumentEnterprise}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
@@ -367,6 +370,7 @@ export const DocumentEditForm = ({
               signingOrder={document.documentMeta?.signingOrder}
               allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
               fields={fields}
+              isDocumentEnterprise={isDocumentEnterprise}
               onSubmit={onAddSignersFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
@@ -378,7 +382,7 @@ export const DocumentEditForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
-              teamId={team.id}
+              teamId={team?.id}
             />
 
             <AddSubjectFormPartial

apps/remix/app/components/general/document/document-page-view-button.tsx

@@ -38,6 +38,9 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
   const role = recipient?.role;
 
   const documentsPath = formatDocumentsPath(document.team?.url);
+  const formatPath = document.folderId
+    ? `${documentsPath}/f/${document.folderId}/${document.id}/edit`
+    : `${documentsPath}/${document.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -101,7 +104,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     ))
     .with({ isComplete: false }, () => (
       <Button className="w-full" asChild>
-        <Link to={`${documentsPath}/${document.id}/edit`}>
+        <Link to={formatPath}>
           <Trans>Edit</Trans>
         </Link>
       </Button>

apps/remix/app/components/general/document/document-page-view-dropdown.tsx

@@ -3,8 +3,8 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentStatus } from '@prisma/client';
 import type { Document, Recipient, Team, User } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
 import {
   Copy,
   Download,
@@ -15,8 +15,7 @@ import {
   Share,
   Trash2,
 } from 'lucide-react';
-import { Link } from 'react-router';
-import { useNavigate } from 'react-router';
+import { Link, useNavigate } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
@@ -37,7 +36,7 @@ import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialo
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
-import { useCurrentTeam } from '~/providers/team';
+import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type DocumentPageViewDropdownProps = {
   document: Document & {
@@ -53,7 +52,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const { _ } = useLingui();
 
   const navigate = useNavigate();
-  const team = useCurrentTeam();
+  const team = useOptionalCurrentTeam();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
@@ -99,6 +98,35 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     }
   };
 
+  const onDownloadOriginalClick = async () => {
+    try {
+      const documentWithData = await trpcClient.document.getDocumentById.query(
+        {
+          documentId: document.id,
+        },
+        {
+          context: {
+            teamId: team?.id?.toString(),
+          },
+        },
+      );
+
+      const documentData = documentWithData?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: document.title, version: 'original' });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const nonSignedRecipients = document.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -128,6 +156,11 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem onClick={onDownloadOriginalClick}>
+          <Download className="mr-2 h-4 w-4" />
+          <Trans>Download Original</Trans>
+        </DropdownMenuItem>
+
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${document.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />