chore: draft onBlur and unmount

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>

.github/workflows/ci.yml

@@ -41,7 +41,7 @@ jobs:
         uses: docker/setup-buildx-action@v3
 
       - name: Cache Docker layers
-        uses: actions/cache@v4
+        uses: actions/cache@v3
         with:
           path: /tmp/.buildx-cache
           key: ${{ runner.os }}-buildx-${{ github.sha }}

.github/workflows/codeql-analysis.yml

@@ -33,9 +33,9 @@ jobs:
       - uses: ./.github/actions/cache-build
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v3
+        uses: github/codeql-action/init@v2
         with:
           languages: ${{ matrix.language }}
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v3
+        uses: github/codeql-action/analyze@v2

.github/workflows/e2e-tests.yml

@@ -33,7 +33,7 @@ jobs:
       - name: Run Playwright tests
         run: npm run ci
 
-      - uses: actions/upload-artifact@v4
+      - uses: actions/upload-artifact@v3
         if: always()
         with:
           name: test-results

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

@@ -27,7 +27,7 @@ jobs:
 
       - name: Check Assigned User's Issue Count
         id: parse-comment
-        uses: actions/github-script@v6
+        uses: actions/github-script@v5
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |

.github/workflows/issue-labeler.yml

@@ -1,25 +0,0 @@
-name: Auto Label Assigned Issues
-
-on:
-  issues:
-    types: [assigned]
-
-jobs:
-  label-when-assigned:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Label issue
-        uses: actions/github-script@v6
-        with:
-          github-token: ${{secrets.GITHUB_TOKEN}}
-          script: |
-            const issue = context.issue;
-            // To run only on issues and not on PR
-            if (github.context.payload.issue.pull_request === undefined) {
-              const labelResponse = await github.rest.issues.addLabels({
-                owner: issue.owner,
-                repo: issue.repo,
-                issue_number: issue.number,
-                labels: ['status: assigned']
-              });
-            }

.github/workflows/issue-opened.yml

@@ -17,5 +17,5 @@ jobs:
               issue_number: context.issue.number,
               owner: context.repo.owner,
               repo: context.repo.repo,
-              labels: ["status: triage"]
+              labels: ["needs triage"]
             })

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

@@ -2,14 +2,14 @@ name: 'PR Review Reminder'
 
 on:
   pull_request:
-    types: ['opened', 'ready_for_review']
+    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
 
 permissions:
   pull-requests: write
 
 jobs:
   checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
     runs-on: ubuntu-latest
     steps:
       - name: Checkout

.github/workflows/stale.yml

@@ -12,7 +12,7 @@ jobs:
       pull-requests: write
 
     steps:
-      - uses: actions/stale@v5
+      - uses: actions/stale@v4
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
           days-before-pr-stale: 90

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

@@ -8,7 +8,7 @@ import { useRouter } from 'next/navigation';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { DocumentDataType, Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -115,7 +115,7 @@ export const SinglePlayerClient = () => {
     }
 
     try {
-      const putFileData = await putPdfFile(uploadedFile.file);
+      const putFileData = await putFile(uploadedFile.file);
 
       const documentToken = await createSinglePlayerDocument({
         documentData: {

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

@@ -8,7 +8,6 @@ import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
-import { getCompletedFieldsForDocument } from '@documenso/lib/server-only/field/get-completed-fields-for-document';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
@@ -21,7 +20,6 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
 import { DocumentHistorySheet } from '~/components/document/document-history-sheet';
-import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import {
   DocumentStatus as DocumentStatusComponent,
   FRIENDLY_STATUS_MAP,
@@ -86,16 +84,11 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
     documentMeta.password = securePassword;
   }
 
-  const [recipients, completedFields] = await Promise.all([
+  const recipients = await getRecipientsForDocument({
-    getRecipientsForDocument({
     documentId,
     teamId: team?.id,
     userId: user.id,
-    }),
+  });
-    getCompletedFieldsForDocument({
-      documentId,
-    }),
-  ]);
 
   const documentWithRecipients = {
     ...document,
@@ -162,13 +155,6 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
           </CardContent>
         </Card>
 
-        {document.status === DocumentStatus.PENDING && (
-          <DocumentReadOnlyFields
-            fields={completedFields}
-            documentMeta={document.documentMeta || undefined}
-          />
-        )}
-
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">

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

@@ -224,6 +224,10 @@ export const EditDocumentForm = ({
     }
   };
 
+  const setSubjectFormFields = (subject?: string, message?: string) => {
+    // Add functionality here
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddFieldsFormSchema) => {
     try {
       await addFields({
@@ -359,6 +363,7 @@ export const EditDocumentForm = ({
               fields={fields}
               onSubmit={onAddSubjectFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
+              setSubjectFormFields={setSubjectFormFields}
             />
           </Stepper>
         </DocumentFlowFormContainer>

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

@@ -133,11 +133,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
         </div>
 
         <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <DownloadCertificateButton
+          <DownloadCertificateButton className="mr-2" documentId={document.id} />
-            className="mr-2"
-            documentId={document.id}
-            documentStatus={document.status}
-          />
 
           <DownloadAuditLogButton documentId={document.id} />
         </div>

apps/web/src/app/(dashboard)/documents/[id]/logs/download-certificate-button.tsx

@@ -2,7 +2,6 @@
 
 import { DownloadIcon } from 'lucide-react';
 
-import { DocumentStatus } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -11,13 +10,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type DownloadCertificateButtonProps = {
   className?: string;
   documentId: number;
-  documentStatus: DocumentStatus;
 };
 
 export const DownloadCertificateButton = ({
   className,
   documentId,
-  documentStatus,
 }: DownloadCertificateButtonProps) => {
   const { toast } = useToast();
 
@@ -72,7 +69,6 @@ export const DownloadCertificateButton = ({
       className={cn('w-full sm:w-auto', className)}
       loading={isLoading}
       variant="outline"
-      disabled={documentStatus !== DocumentStatus.COMPLETED}
       onClick={() => void onDownloadCertificatesClick()}
     >
       {!isLoading && <DownloadIcon className="mr-1.5 h-4 w-4" />}

apps/web/src/app/(dashboard)/documents/upload-document.tsx

@@ -10,9 +10,8 @@ import { useSession } from 'next-auth/react';
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
@@ -58,7 +57,7 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
     try {
       setIsLoading(true);
 
-      const { type, data } = await putPdfFile(file);
+      const { type, data } = await putFile(file);
 
       const { id: documentDataId } = await createDocumentData({
         type,
@@ -84,21 +83,13 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
       });
 
       router.push(`${formatDocumentsPath(team?.url)}/${id}/edit`);
-    } catch (err) {
+    } catch (error) {
-      const error = AppError.parseError(err);
+      console.error(error);
 
-      console.error(err);
+      if (error instanceof TRPCClientError) {
-
-      if (error.code === 'INVALID_DOCUMENT_FILE') {
-        toast({
-          title: 'Invalid file',
-          description: 'You cannot upload encrypted PDFs',
-          variant: 'destructive',
-        });
-      } else if (err instanceof TRPCClientError) {
         toast({
           title: 'Error',
-          description: err.message,
+          description: error.message,
           variant: 'destructive',
         });
       } else {

apps/web/src/app/(dashboard)/settings/public-profile/layout.tsx

@@ -1,9 +0,0 @@
-import React from 'react';
-
-export type PublicProfileSettingsLayout = {
-  children: React.ReactNode;
-};
-
-export default function PublicProfileSettingsLayout({ children }: PublicProfileSettingsLayout) {
-  return <div className="col-span-12 md:col-span-9">{children}</div>;
-}

apps/web/src/app/(dashboard)/settings/public-profile/page.tsx

@@ -1,41 +0,0 @@
-import type { Metadata } from 'next';
-
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { Switch } from '@documenso/ui/primitives/switch';
-
-import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
-import { LinkTemplatesForm } from '~/components/forms/link-templates';
-import { PublicProfileForm } from '~/components/forms/public-profile';
-
-export const metadata: Metadata = {
-  title: 'Public profile',
-};
-
-export default async function PublicProfileSettingsPage() {
-  const { user } = await getRequiredServerComponentSession();
-
-  return (
-    <div>
-      <SettingsHeader
-        title="Public profile"
-        subtitle="You can choose to enable/disable your profile for public view"
-        className="justify mb-8"
-        hideDivider
-      >
-        <div className="flex flex-row">
-          <label className="mr-2 text-white" htmlFor="hide">
-            Hide
-          </label>
-          <Switch />
-          <label className="ml-2 text-white" htmlFor="show">
-            Show
-          </label>
-        </div>
-      </SettingsHeader>
-
-      <PublicProfileForm className="mb-8 max-w-xl" user={user} />
-
-      <LinkTemplatesForm />
-    </div>
-  );
-}

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -141,8 +141,6 @@ export const EditTemplateForm = ({
               recipients={recipients}
               fields={fields}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
-              // Todo: Add when we setup template settings.
-              isTemplateOwnerEnterprise={false}
             />
 
             <AddTemplateFieldsFormPartial

apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx

@@ -58,7 +58,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
   ]);
 
   return (
-    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
       <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
         <ChevronLeft className="mr-2 inline-block h-5 w-5" />
         Templates
@@ -73,7 +73,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
       </div>
 
       <EditTemplateForm
-        className="mt-6"
+        className="mt-8"
         template={template}
         user={user}
         recipients={templateRecipients}

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -12,7 +12,7 @@ import * as z from 'zod';
 
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -98,7 +98,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
     const file: File = uploadedFile.file;
 
     try {
-      const { type, data } = await putPdfFile(file);
+      const { type, data } = await putFile(file);
 
       const { id: templateDocumentDataId } = await createDocumentData({
         type,

apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx

@@ -1,21 +1,14 @@
-import { useEffect, useState } from 'react';
-
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { InfoIcon, Plus } from 'lucide-react';
+import { Plus } from 'lucide-react';
-import { useFieldArray, useForm } from 'react-hook-form';
+import { Controller, useFieldArray, useForm } from 'react-hook-form';
 import * as z from 'zod';
 
-import {
-  TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
-  TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
-} from '@documenso/lib/constants/template';
-import { AppError } from '@documenso/lib/errors/app-error';
 import type { Recipient } from '@documenso/prisma/client';
+import { RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
-import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogClose,
@@ -26,59 +19,24 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
-import {
+import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
-  Form,
-  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 { Label } from '@documenso/ui/primitives/label';
-import type { Toast } from '@documenso/ui/primitives/use-toast';
+import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
+import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-const ZAddRecipientsForNewDocumentSchema = z
+const ZAddRecipientsForNewDocumentSchema = z.object({
-  .object({
-    sendDocument: z.boolean(),
   recipients: z.array(
     z.object({
-        id: z.number(),
       email: z.string().email(),
       name: z.string(),
+      role: z.nativeEnum(RecipientRole),
     }),
   ),
-  })
+});
-  // Display exactly which rows are duplicates.
-  .superRefine((items, ctx) => {
-    const uniqueEmails = new Map<string, number>();
-
-    for (const [index, recipients] of items.recipients.entries()) {
-      const email = recipients.email.toLowerCase();
-
-      const firstFoundIndex = uniqueEmails.get(email);
-
-      if (firstFoundIndex === undefined) {
-        uniqueEmails.set(email, index);
-        continue;
-      }
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', index, 'email'],
-      });
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', firstFoundIndex, 'email'],
-      });
-    }
-  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
@@ -96,33 +54,35 @@ export function UseTemplateDialog({
   const router = useRouter();
   const { toast } = useToast();
 
-  const [open, setOpen] = useState(false);
-
   const team = useOptionalCurrentTeam();
 
-  const form = useForm<TAddRecipientsForNewDocumentSchema>({
+  const {
+    control,
+    handleSubmit,
+    formState: { errors, isSubmitting },
+  } = useForm<TAddRecipientsForNewDocumentSchema>({
     resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
     defaultValues: {
-      sendDocument: false,
+      recipients:
-      recipients: recipients.map((recipient) => {
+        recipients.length > 0
-        const isRecipientEmailPlaceholder = recipient.email.match(
+          ? recipients.map((recipient) => ({
-          TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+              nativeId: recipient.id,
-        );
+              formId: String(recipient.id),
-
+              name: recipient.name,
-        const isRecipientNamePlaceholder = recipient.name.match(
+              email: recipient.email,
-          TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+              role: recipient.role,
-        );
+            }))
-
+          : [
-        return {
+              {
-          id: recipient.id,
+                name: '',
-          name: !isRecipientNamePlaceholder ? recipient.name : '',
+                email: '',
-          email: !isRecipientEmailPlaceholder ? recipient.email : '',
+                role: RecipientRole.SIGNER,
-        };
+              },
-      }),
+            ],
     },
   });
 
-  const { mutateAsync: createDocumentFromTemplate } =
+  const { mutateAsync: createDocumentFromTemplate, isLoading: isCreatingDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
@@ -131,7 +91,6 @@ export function UseTemplateDialog({
         templateId,
         teamId: team?.id,
         recipients: data.recipients,
-        sendDocument: data.sendDocument,
       });
 
       toast({
@@ -142,35 +101,23 @@ export function UseTemplateDialog({
 
       router.push(`${documentRootPath}/${id}`);
     } catch (err) {
-      const error = AppError.parseError(err);
+      toast({
-
-      const toastPayload: Toast = {
         title: 'Error',
         description: 'An error occurred while creating document from template.',
         variant: 'destructive',
-      };
+      });
-
-      if (error.code === 'DOCUMENT_SEND_FAILED') {
-        toastPayload.description = 'The document was created but could not be sent to recipients.';
-      }
-
-      toast(toastPayload);
     }
   };
 
+  const onCreateDocumentFromTemplate = handleSubmit(onSubmit);
+
   const { fields: formRecipients } = useFieldArray({
-    control: form.control,
+    control,
     name: 'recipients',
   });
 
-  useEffect(() => {
-    if (!open) {
-      form.reset();
-    }
-  }, [open, form]);
-
   return (
-    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+    <Dialog>
       <DialogTrigger asChild>
         <Button className="cursor-pointer">
           <Plus className="-ml-1 mr-2 h-4 w-4" />
@@ -179,110 +126,121 @@ export function UseTemplateDialog({
       </DialogTrigger>
       <DialogContent className="sm:max-w-lg">
         <DialogHeader>
-          <DialogTitle>Create document from template</DialogTitle>
+          <DialogTitle>Document Recipients</DialogTitle>
-          <DialogDescription>
+          <DialogDescription>Add the recipients to create the template with.</DialogDescription>
-            {recipients.length === 0
-              ? 'A draft document will be created'
-              : 'Add the recipients to create the document with'}
-          </DialogDescription>
         </DialogHeader>
-
+        <div className="flex flex-col space-y-4">
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onSubmit)}>
-            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
-              <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
           {formRecipients.map((recipient, index) => (
-                  <div className="flex w-full flex-row space-x-4" key={recipient.id}>
+            <div
-                    <FormField
+              key={recipient.id}
-                      control={form.control}
+              data-native-id={recipient.id}
+              className="flex flex-wrap items-end gap-x-4"
+            >
+              <div className="flex-1">
+                <Label htmlFor={`recipient-${recipient.id}-email`}>
+                  Email
+                  <span className="text-destructive ml-1 inline-block font-medium">*</span>
+                </Label>
+
+                <Controller
+                  control={control}
                   name={`recipients.${index}.email`}
                   render={({ field }) => (
-                        <FormItem className="w-full">
+                    <Input
-                          {index === 0 && <FormLabel required>Email</FormLabel>}
+                      id={`recipient-${recipient.id}-email`}
-
+                      type="email"
-                          <FormControl>
+                      className="bg-background mt-2"
-                            <Input {...field} placeholder={recipients[index].email || 'Email'} />
+                      disabled={isSubmitting}
-                          </FormControl>
+                      {...field}
-                          <FormMessage />
+                    />
-                        </FormItem>
                   )}
                 />
+              </div>
 
-                    <FormField
+              <div className="flex-1">
-                      control={form.control}
+                <Label htmlFor={`recipient-${recipient.id}-name`}>Name</Label>
+
+                <Controller
+                  control={control}
                   name={`recipients.${index}.name`}
                   render={({ field }) => (
-                        <FormItem className="w-full">
+                    <Input
-                          {index === 0 && <FormLabel>Name</FormLabel>}
+                      id={`recipient-${recipient.id}-name`}
-
+                      type="text"
-                          <FormControl>
+                      className="bg-background mt-2"
-                            <Input {...field} placeholder={recipients[index].name || 'Name'} />
+                      disabled={isSubmitting}
-                          </FormControl>
+                      {...field}
-                          <FormMessage />
+                    />
-                        </FormItem>
                   )}
                 />
               </div>
+
+              <div className="w-[60px]">
+                <Controller
+                  control={control}
+                  name={`recipients.${index}.role`}
+                  render={({ field: { value, onChange } }) => (
+                    <Select value={value} onValueChange={(x) => onChange(x)}>
+                      <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+
+                      <SelectContent className="" align="end">
+                        <SelectItem value={RecipientRole.SIGNER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                            Signer
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.CC}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                            Receives copy
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.APPROVER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                            Approver
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.VIEWER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                            Viewer
+                          </div>
+                        </SelectItem>
+                      </SelectContent>
+                    </Select>
+                  )}
+                />
+              </div>
+
+              <div className="w-full">
+                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.email} />
+                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.name} />
+              </div>
+            </div>
           ))}
         </div>
 
-              {recipients.length > 0 && (
+        <DialogFooter className="justify-end">
-                <div className="mt-4 flex flex-row items-center">
-                  <FormField
-                    control={form.control}
-                    name="sendDocument"
-                    render={({ field }) => (
-                      <FormItem>
-                        <div className="flex flex-row items-center">
-                          <Checkbox
-                            id="sendDocument"
-                            className="h-5 w-5"
-                            checkClassName="dark:text-white text-primary"
-                            checked={field.value}
-                            onCheckedChange={field.onChange}
-                          />
-
-                          <label
-                            className="text-muted-foreground ml-2 flex items-center text-sm"
-                            htmlFor="sendDocument"
-                          >
-                            Send document
-                            <Tooltip>
-                              <TooltipTrigger type="button">
-                                <InfoIcon className="mx-1 h-4 w-4" />
-                              </TooltipTrigger>
-
-                              <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
-                                <p>
-                                  The document will be immediately sent to recipients if this is
-                                  checked.
-                                </p>
-
-                                <p>Otherwise, the document will be created as a draft.</p>
-                              </TooltipContent>
-                            </Tooltip>
-                          </label>
-                        </div>
-                      </FormItem>
-                    )}
-                  />
-                </div>
-              )}
-
-              <DialogFooter>
           <DialogClose asChild>
             <Button type="button" variant="secondary">
               Close
             </Button>
           </DialogClose>
 
-                <Button type="submit" loading={form.formState.isSubmitting}>
+          <Button
-                  {form.getValues('sendDocument') ? 'Create and send' : 'Create as draft'}
+            type="button"
+            loading={isCreatingDocumentFromTemplate}
+            disabled={isCreatingDocumentFromTemplate}
+            onClick={onCreateDocumentFromTemplate}
+          >
+            Create Document
           </Button>
         </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
       </DialogContent>
     </Dialog>
   );

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

@@ -6,7 +6,6 @@ import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-c
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
-import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
@@ -38,7 +37,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, fields, recipient, completedFields] = await Promise.all([
+  const [document, fields, recipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
@@ -46,7 +45,6 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
-    getCompletedFieldsForToken({ token }),
   ]);
 
   if (
@@ -127,12 +125,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
       <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <SigningPageView
+        <SigningPageView recipient={recipient} document={document} fields={fields} />
-          recipient={recipient}
-          document={document}
-          fields={fields}
-          completedFields={completedFields}
-        />
       </DocumentAuthProvider>
     </SigningProvider>
   );

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

@@ -4,14 +4,12 @@ import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-form
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
-import type { CompletedField } from '@documenso/lib/types/fields';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { FieldType, RecipientRole } from '@documenso/prisma/client';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
-import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { truncateTitle } from '~/helpers/truncate-title';
 
 import { DateField } from './date-field';
@@ -25,15 +23,9 @@ export type SigningPageViewProps = {
   document: DocumentAndSender;
   recipient: Recipient;
   fields: Field[];
-  completedFields: CompletedField[];
 };
 
-export const SigningPageView = ({
+export const SigningPageView = ({ document, recipient, fields }: SigningPageViewProps) => {
-  document,
-  recipient,
-  fields,
-  completedFields,
-}: SigningPageViewProps) => {
   const truncatedTitle = truncateTitle(document.title);
 
   const { documentData, documentMeta } = document;
@@ -78,8 +70,6 @@ export const SigningPageView = ({
         </div>
       </div>
 
-      <DocumentReadOnlyFields fields={completedFields} />
-
       <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
         {fields.map((field) =>
           match(field.type)

apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx

@@ -1,10 +1,7 @@
 import { DateTime } from 'luxon';
-import { match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { GetTeamTokensResponse } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamTokens } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { Button } from '@documenso/ui/primitives/button';
@@ -26,24 +23,7 @@ export default async function ApiTokensPage({ params }: ApiTokensPageProps) {
 
   const team = await getTeamByUrl({ userId: user.id, teamUrl });
 
-  let tokens: GetTeamTokensResponse | null = null;
+  const tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
-
-  try {
-    tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
-  } catch (err) {
-    const error = AppError.parseError(err);
-
-    return (
-      <div>
-        <h3 className="text-2xl font-semibold">API Tokens</h3>
-        <p className="text-muted-foreground mt-2 text-sm">
-          {match(error.code)
-            .with(AppErrorCode.UNAUTHORIZED, () => error.message)
-            .otherwise(() => 'Something went wrong.')}
-        </p>
-      </div>
-    );
-  }
 
   return (
     <div>

apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx

@@ -5,7 +5,7 @@ import { Button } from '@documenso/ui/primitives/button';
 export default function SignatureDisclosure() {
   return (
     <div>
-      <article className="prose dark:prose-invert">
+      <article className="prose">
         <h1>Electronic Signature Disclosure</h1>
 
         <h2>Welcome</h2>

apps/web/src/components/(dashboard)/avatar/stack-avatars-with-tooltip.tsx

@@ -1,10 +1,12 @@
 'use client';
 
+import { useRef, useState } from 'react';
+
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { DocumentStatus, Recipient } from '@documenso/prisma/client';
-import { PopoverHover } from '@documenso/ui/primitives/popover';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
 
 import { AvatarWithRecipient } from './avatar-with-recipient';
 import { StackAvatar } from './stack-avatar';
@@ -23,6 +25,11 @@ export const StackAvatarsWithTooltip = ({
   position,
   children,
 }: StackAvatarsWithTooltipProps) => {
+  const [open, setOpen] = useState(false);
+
+  const isControlled = useRef(false);
+  const isMouseOverTimeout = useRef<NodeJS.Timeout | null>(null);
+
   const waitingRecipients = recipients.filter(
     (recipient) => getRecipientType(recipient) === 'waiting',
   );
@@ -39,13 +46,55 @@ export const StackAvatarsWithTooltip = ({
     (recipient) => getRecipientType(recipient) === 'unsigned',
   );
 
+  const onMouseEnter = () => {
+    if (isMouseOverTimeout.current) {
+      clearTimeout(isMouseOverTimeout.current);
+    }
+
+    if (isControlled.current) {
+      return;
+    }
+
+    isMouseOverTimeout.current = setTimeout(() => {
+      setOpen((o) => (!o ? true : o));
+    }, 200);
+  };
+
+  const onMouseLeave = () => {
+    if (isMouseOverTimeout.current) {
+      clearTimeout(isMouseOverTimeout.current);
+    }
+
+    if (isControlled.current) {
+      return;
+    }
+
+    setTimeout(() => {
+      setOpen((o) => (o ? false : o));
+    }, 200);
+  };
+
+  const onOpenChange = (newOpen: boolean) => {
+    isControlled.current = newOpen;
+
+    setOpen(newOpen);
+  };
+
   return (
-    <PopoverHover
+    <Popover open={open} onOpenChange={onOpenChange}>
-      trigger={children || <StackAvatars recipients={recipients} />}
+      <PopoverTrigger
-      contentProps={{
+        className="flex cursor-pointer"
-        className: 'flex flex-col gap-y-5 py-2',
+        onMouseEnter={onMouseEnter}
-        side: position,
+        onMouseLeave={onMouseLeave}
-      }}
+      >
+        {children || <StackAvatars recipients={recipients} />}
+      </PopoverTrigger>
+
+      <PopoverContent
+        side={position}
+        onMouseEnter={onMouseEnter}
+        onMouseLeave={onMouseLeave}
+        className="flex flex-col gap-y-5 py-2"
       >
         {completedRecipients.length > 0 && (
           <div>
@@ -107,6 +156,7 @@ export const StackAvatarsWithTooltip = ({
             ))}
           </div>
         )}
-    </PopoverHover>
+      </PopoverContent>
+    </Popover>
   );
 };

apps/web/src/components/(dashboard)/settings/layout/desktop-nav.tsx

@@ -5,7 +5,7 @@ import type { HTMLAttributes } from 'react';
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { Braces, CreditCard, Globe2, Lock, User, Users, Webhook } from 'lucide-react';
+import { Braces, CreditCard, Lock, User, Users, Webhook } from 'lucide-react';
 
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { cn } from '@documenso/ui/lib/utils';
@@ -101,18 +101,6 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
           </Button>
         </Link>
       )}
-      <Link href="/settings/public-profile">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
-          )}
-        >
-          <Globe2 className="mr-2 h-5 w-5" />
-          Public profile
-        </Button>
-      </Link>
     </div>
   );
 };

apps/web/src/components/(dashboard)/settings/layout/mobile-nav.tsx

@@ -5,7 +5,7 @@ import type { HTMLAttributes } from 'react';
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { Braces, CreditCard, Globe2, Lock, User, Users, Webhook } from 'lucide-react';
+import { Braces, CreditCard, Lock, User, Users, Webhook } from 'lucide-react';
 
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { cn } from '@documenso/ui/lib/utils';
@@ -104,18 +104,6 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
           </Button>
         </Link>
       )}
-      <Link href="/settings/public-profile">
-        <Button
-          variant="ghost"
-          className={cn(
-            'w-full justify-start',
-            pathname?.startsWith('/settings/public-profile') && 'bg-secondary',
-          )}
-        >
-          <Globe2 className="mr-2 h-5 w-5" />
-          Public profile
-        </Button>
-      </Link>
     </div>
   );
 };

apps/web/src/components/document/document-read-only-fields.tsx

@@ -1,112 +0,0 @@
-'use client';
-
-import { useState } from 'react';
-
-import { P, match } from 'ts-pattern';
-
-import {
-  DEFAULT_DOCUMENT_DATE_FORMAT,
-  convertToLocalSystemFormat,
-} from '@documenso/lib/constants/date-formats';
-import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
-import type { CompletedField } from '@documenso/lib/types/fields';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import type { DocumentMeta } from '@documenso/prisma/client';
-import { FieldType } from '@documenso/prisma/client';
-import { FieldRootContainer } from '@documenso/ui/components/field/field';
-import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
-import { ElementVisible } from '@documenso/ui/primitives/element-visible';
-import { PopoverHover } from '@documenso/ui/primitives/popover';
-
-export type DocumentReadOnlyFieldsProps = {
-  fields: CompletedField[];
-  documentMeta?: DocumentMeta;
-};
-
-export const DocumentReadOnlyFields = ({ documentMeta, fields }: DocumentReadOnlyFieldsProps) => {
-  const [hiddenFieldIds, setHiddenFieldIds] = useState<Record<string, boolean>>({});
-
-  const handleHideField = (fieldId: string) => {
-    setHiddenFieldIds((prev) => ({ ...prev, [fieldId]: true }));
-  };
-
-  return (
-    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-      {fields.map(
-        (field) =>
-          !hiddenFieldIds[field.secondaryId] && (
-            <FieldRootContainer
-              field={field}
-              key={field.id}
-              cardClassName="border-gray-100/50 !shadow-none backdrop-blur-[1px] bg-background/90"
-            >
-              <div className="absolute -right-3 -top-3">
-                <PopoverHover
-                  trigger={
-                    <Avatar className="dark:border-border h-8 w-8 border-2 border-solid border-gray-200/50 transition-colors hover:border-gray-200">
-                      <AvatarFallback className="bg-neutral-50 text-xs text-gray-400">
-                        {extractInitials(field.Recipient.name || field.Recipient.email)}
-                      </AvatarFallback>
-                    </Avatar>
-                  }
-                  contentProps={{
-                    className: 'flex w-fit flex-col py-2.5 text-sm',
-                  }}
-                >
-                  <p>
-                    <span className="font-semibold">
-                      {field.Recipient.name
-                        ? `${field.Recipient.name} (${field.Recipient.email})`
-                        : field.Recipient.email}{' '}
-                    </span>
-                    inserted a {FRIENDLY_FIELD_TYPE[field.type].toLowerCase()}
-                  </p>
-
-                  <Button
-                    variant="outline"
-                    className="mt-2.5 h-6 text-xs focus:outline-none focus-visible:ring-0"
-                    onClick={() => handleHideField(field.secondaryId)}
-                  >
-                    Hide field
-                  </Button>
-                </PopoverHover>
-              </div>
-
-              <div className="text-muted-foreground break-all text-sm">
-                {match(field)
-                  .with({ type: FieldType.SIGNATURE }, (field) =>
-                    field.Signature?.signatureImageAsBase64 ? (
-                      <img
-                        src={field.Signature.signatureImageAsBase64}
-                        alt="Signature"
-                        className="h-full w-full object-contain dark:invert"
-                      />
-                    ) : (
-                      <p className="font-signature text-muted-foreground text-lg duration-200 sm:text-xl md:text-2xl lg:text-3xl">
-                        {field.Signature?.typedSignature}
-                      </p>
-                    ),
-                  )
-                  .with(
-                    { type: P.union(FieldType.NAME, FieldType.TEXT, FieldType.EMAIL) },
-                    () => field.customText,
-                  )
-                  .with({ type: FieldType.DATE }, () =>
-                    convertToLocalSystemFormat(
-                      field.customText,
-                      documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
-                      documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
-                    ),
-                  )
-                  .with({ type: FieldType.FREE_SIGNATURE }, () => null)
-                  .exhaustive()}
-              </div>
-            </FieldRootContainer>
-          ),
-      )}
-    </ElementVisible>
-  );
-};

apps/web/src/components/forms/link-templates.tsx

@@ -1,26 +0,0 @@
-'use client';
-
-import { File } from 'lucide-react';
-
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-
-export const LinkTemplatesForm = () => {
-  return (
-    <div className={cn('flex max-w-xl flex-row items-center justify-between')}>
-      <div>
-        <h3 className="text-lg font-medium">My templates</h3>
-
-        <p className="text-muted-foreground text-sm md:mt-2">
-          Create templates to display in your public profile
-        </p>
-      </div>
-
-      <div>
-        <Button type="submit" variant="outline" className="self-end p-4">
-          <File className="mr-2" /> Link template
-        </Button>
-      </div>
-    </div>
-  );
-};

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

@@ -1,182 +0,0 @@
-'use client';
-
-import { useRouter } from 'next/navigation';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Copy } from 'lucide-react';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import type { User } from '@documenso/prisma/client';
-import { TRPCClientError } from '@documenso/trpc/client';
-import { trpc } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-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 { Textarea } from '@documenso/ui/primitives/textarea';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export const ZPublicProfileFormSchema = z.object({
-  url: z
-    .string()
-    .trim()
-    .toLowerCase()
-    .min(1, { message: 'Please enter a valid username.' })
-    .regex(/^[a-z0-9-]+$/, {
-      message: 'Username can only container alphanumeric characters and dashes.',
-    }),
-  bio: z
-    .string()
-    .trim()
-    .max(256, {
-      message: 'Bio cannot be longer than 256 characters.',
-    })
-    .optional(),
-});
-
-export type TPublicProfileFormSchema = z.infer<typeof ZPublicProfileFormSchema>;
-
-export type PublicProfileFormProps = {
-  className?: string;
-  user: User;
-};
-
-export const PublicProfileForm = ({ className, user }: PublicProfileFormProps) => {
-  const router = useRouter();
-
-  const { toast } = useToast();
-
-  const form = useForm<TPublicProfileFormSchema>({
-    values: {
-      url: user.url || '',
-    },
-    resolver: zodResolver(ZPublicProfileFormSchema),
-  });
-
-  const watchedBio = form.watch('bio');
-
-  const { mutateAsync: updatePublicProfile } = trpc.profile.updatePublicProfile.useMutation();
-
-  const isSubmitting = form.formState.isSubmitting;
-
-  const onFormSubmit = async ({ url, bio }: TPublicProfileFormSchema) => {
-    try {
-      await updatePublicProfile({
-        url,
-        bio,
-      });
-
-      toast({
-        title: 'Public profile updated',
-        description: 'Your public profile has been updated successfully.',
-        duration: 5000,
-      });
-
-      router.refresh();
-    } catch (err) {
-      if (err instanceof TRPCClientError && err.data?.code === 'BAD_REQUEST') {
-        toast({
-          title: 'An error occurred',
-          description: err.message,
-          variant: 'destructive',
-        });
-      } else {
-        toast({
-          title: 'An unknown error occurred',
-          variant: 'destructive',
-          description:
-            'We encountered an unknown error while attempting to sign you In. Please try again later.',
-        });
-      }
-    }
-  };
-
-  const handleCopyUrl = () => {
-    const profileUrl = `documenso.com/u/${user.url}`;
-    navigator.clipboard
-      .writeText(profileUrl)
-      .then(() => {
-        toast({
-          title: 'URL Copied',
-          description: 'The profile URL has been copied to your clipboard.',
-          duration: 3000,
-        });
-      })
-      .catch((err) => {
-        console.error('Failed to copy: ', err);
-        toast({
-          title: 'Error',
-          description: 'Failed to copy the URL to clipboard.',
-          variant: 'destructive',
-          duration: 3000,
-        });
-      });
-  };
-
-  return (
-    <Form {...form}>
-      <form
-        className={cn('flex w-full flex-col gap-y-4', className)}
-        onSubmit={form.handleSubmit(onFormSubmit)}
-      >
-        <fieldset className="flex w-full flex-col gap-y-8" disabled={isSubmitting}>
-          <FormField
-            control={form.control}
-            name="url"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>Public profile URL</FormLabel>
-                <FormControl>
-                  <Input type="text" {...field} />
-                </FormControl>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-          <div className="bg-muted flex w-full items-center rounded pl-2">
-            <span className="text-xs">documenso.com/u/{user.url}</span>
-            <Button
-              variant="ghost"
-              onClick={handleCopyUrl}
-              className="flex items-center justify-center rounded p-2 hover:bg-gray-200"
-              aria-label="Copy URL"
-            >
-              <Copy className="h-5 w-5" />
-            </Button>
-          </div>
-
-          <FormField
-            control={form.control}
-            name="bio"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>Bio</FormLabel>
-                <FormControl>
-                  <>
-                    <Textarea placeholder="Write about yourself..." {...field} />
-                    <div className="text-muted-foreground text-left text-sm">
-                      {256 - (watchedBio?.length || 0)} characters remaining
-                    </div>
-                  </>
-                </FormControl>
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-        </fieldset>
-
-        <Button type="submit" loading={isSubmitting} className="self-end">
-          {isSubmitting ? 'Saving changes...' : 'Save changes'}
-        </Button>
-      </form>
-    </Form>
-  );
-};

apps/web/src/pages/api/auth/[...nextauth].ts

@@ -2,8 +2,6 @@ import type { NextApiRequest, NextApiResponse } from 'next';
 
 import NextAuth from 'next-auth';
 
-import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { NEXT_AUTH_OPTIONS } from '@documenso/lib/next-auth/auth-options';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { prisma } from '@documenso/prisma';
@@ -20,29 +18,15 @@ export default async function auth(req: NextApiRequest, res: NextApiResponse) {
       error: '/signin',
     },
     events: {
-      signIn: async ({ user: { id: userId } }) => {
+      signIn: async ({ user }) => {
-        const [user] = await Promise.all([
-          await prisma.user.findFirstOrThrow({
-            where: {
-              id: userId,
-            },
-          }),
         await prisma.userSecurityAuditLog.create({
           data: {
-              userId,
+            userId: user.id,
             ipAddress,
             userAgent,
             type: UserSecurityAuditLogType.SIGN_IN,
           },
-          }),
-        ]);
-
-        // Create the Stripe customer and attach it to the user if it doesn't exist.
-        if (user.customerId === null && IS_BILLING_ENABLED()) {
-          await getStripeCustomerByUser(user).catch((err) => {
-            console.error(err);
         });
-        }
       },
       signOut: async ({ token }) => {
         const userId = typeof token.id === 'string' ? parseInt(token.id) : token.id;

apps/web/src/pages/api/trpc/[trpc].ts

@@ -3,7 +3,7 @@ import { createTrpcContext } from '@documenso/trpc/server/context';
 import { appRouter } from '@documenso/trpc/server/router';
 
 export const config = {
-  maxDuration: 120,
+  maxDuration: 60,
   api: {
     bodyParser: {
       sizeLimit: '50mb',

package-lock.json

@@ -22,7 +22,7 @@
         "eslint-config-custom": "*",
         "husky": "^9.0.11",
         "lint-staged": "^15.2.2",
-        "playwright": "1.43.0",
+        "playwright": "1.41.0",
         "prettier": "^2.5.1",
         "rimraf": "^5.0.1",
         "turbo": "^1.9.3"
@@ -4702,26 +4702,13 @@
         "node": ">=14"
       }
     },
-    "node_modules/@playwright/browser-chromium": {
-      "version": "1.43.0",
-      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.43.0.tgz",
-      "integrity": "sha512-F0S4KIqSqQqm9EgsdtWjaJRpgP8cD2vWZHPSB41YI00PtXUobiv/3AnYISeL7wNuTanND7giaXQ4SIjkcIq3KQ==",
-      "dev": true,
-      "hasInstallScript": true,
-      "dependencies": {
-        "playwright-core": "1.43.0"
-      },
-      "engines": {
-        "node": ">=16"
-      }
-    },
     "node_modules/@playwright/test": {
-      "version": "1.43.1",
+      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.43.1.tgz",
+      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.40.0.tgz",
-      "integrity": "sha512-HgtQzFgNEEo4TE22K/X7sYTYNqEMMTZmFS8kTq6m8hXj+m1D8TgwgIbumHddJa9h4yl4GkKb8/bgAl2+g7eDgA==",
+      "integrity": "sha512-PdW+kn4eV99iP5gxWNSDQCbhMaDVej+RXL5xr6t04nbKLCBwYtA046t7ofoczHOm8u6c+45hpDKQVZqtqwkeQg==",
       "dev": true,
       "dependencies": {
-        "playwright": "1.43.1"
+        "playwright": "1.40.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4745,12 +4732,12 @@
       }
     },
     "node_modules/@playwright/test/node_modules/playwright": {
-      "version": "1.43.1",
+      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.1.tgz",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.40.0.tgz",
-      "integrity": "sha512-V7SoH0ai2kNt1Md9E3Gwas5B9m8KR2GVvwZnAI6Pg0m3sh7UvgiYhRrhsziCmqMJNouPckiOhk8T+9bSAK0VIA==",
+      "integrity": "sha512-gyHAgQjiDf1m34Xpwzaqb76KgfzYrhK7iih+2IzcOCoZWr/8ZqmdBw+t0RU85ZmfJMgtgAiNtBQ/KS2325INXw==",
       "dev": true,
       "dependencies": {
-        "playwright-core": "1.43.1"
+        "playwright-core": "1.40.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4763,9 +4750,9 @@
       }
     },
     "node_modules/@playwright/test/node_modules/playwright-core": {
-      "version": "1.43.1",
+      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.1.tgz",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.40.0.tgz",
-      "integrity": "sha512-EI36Mto2Vrx6VF7rm708qSnesVQKbxEWvPrfA1IPY6HgczBplDx7ENtx+K2n4kJ41sLLkuGfmb0ZLSSXlDhqPg==",
+      "integrity": "sha512-fvKewVJpGeca8t0ipM56jkVSU6Eo0RmFvQ/MaCQNDYm+sdvKkMBBWTE1FdeMqIdumRaXXjZChWHvIzCGM/tA/Q==",
       "dev": true,
       "bin": {
         "playwright-core": "cli.js"
@@ -17673,11 +17660,11 @@
       }
     },
     "node_modules/playwright": {
-      "version": "1.43.0",
+      "version": "1.41.0",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.0.tgz",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.41.0.tgz",
-      "integrity": "sha512-SiOKHbVjTSf6wHuGCbqrEyzlm6qvXcv7mENP+OZon1I07brfZLGdfWV0l/efAzVx7TF3Z45ov1gPEkku9q25YQ==",
+      "integrity": "sha512-XOsfl5ZtAik/T9oek4V0jAypNlaCNzuKOwVhqhgYT3os6kH34PzbRb74F0VWcLYa5WFdnmxl7qyAHBXvPv7lqQ==",
       "dependencies": {
-        "playwright-core": "1.43.0"
+        "playwright-core": "1.41.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -17689,17 +17676,6 @@
         "fsevents": "2.3.2"
       }
     },
-    "node_modules/playwright-core": {
-      "version": "1.43.0",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.0.tgz",
-      "integrity": "sha512-iWFjyBUH97+pUFiyTqSLd8cDMMOS0r2ZYz2qEsPjH8/bX++sbIJT35MSwKnp1r/OQBAqC5XO99xFbJ9XClhf4w==",
-      "bin": {
-        "playwright-core": "cli.js"
-      },
-      "engines": {
-        "node": ">=16"
-      }
-    },
     "node_modules/playwright/node_modules/fsevents": {
       "version": "2.3.2",
       "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
@@ -17713,6 +17689,17 @@
         "node": "^8.16.0 || ^10.6.0 || >=11.0.0"
       }
     },
+    "node_modules/playwright/node_modules/playwright-core": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.41.0.tgz",
+      "integrity": "sha512-UGKASUhXmvqm2Lxa1fNr8sFwAtqjpgBRr9jQ7XBI8Rn5uFiEowGUGwrruUQsVPIom4bk7Lt+oLGpXobnXzrBIw==",
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/possible-typed-array-names": {
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/possible-typed-array-names/-/possible-typed-array-names-1.0.0.tgz",
@@ -24981,7 +24968,7 @@
         "next-auth": "4.24.5",
         "oslo": "^0.17.0",
         "pdf-lib": "^1.17.1",
-        "playwright": "1.43.0",
+        "playwright": "1.41.0",
         "react": "18.2.0",
         "remeda": "^1.27.1",
         "stripe": "^12.7.0",
@@ -24989,10 +24976,23 @@
         "zod": "^3.22.4"
       },
       "devDependencies": {
-        "@playwright/browser-chromium": "1.43.0",
+        "@playwright/browser-chromium": "1.41.0",
         "@types/luxon": "^3.3.1"
       }
     },
+    "packages/lib/node_modules/@playwright/browser-chromium": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.41.0.tgz",
+      "integrity": "sha512-TaHfh3rDsz4+tVKdMMo4kdFOk8/4U6cPyMXHhoiJVmhOhjHXjR0qPMoa5gz5jDGl478cn5SoXmtgKPgTDFuS0g==",
+      "dev": true,
+      "hasInstallScript": true,
+      "dependencies": {
+        "playwright-core": "1.41.0"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "packages/lib/node_modules/nanoid": {
       "version": "4.0.2",
       "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-4.0.2.tgz",
@@ -25010,6 +25010,18 @@
         "node": "^14 || ^16 || >=18"
       }
     },
+    "packages/lib/node_modules/playwright-core": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.41.0.tgz",
+      "integrity": "sha512-UGKASUhXmvqm2Lxa1fNr8sFwAtqjpgBRr9jQ7XBI8Rn5uFiEowGUGwrruUQsVPIom4bk7Lt+oLGpXobnXzrBIw==",
+      "dev": true,
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "packages/prettier-config": {
       "name": "@documenso/prettier-config",
       "version": "0.0.0",

package.json

@@ -38,7 +38,7 @@
     "eslint-config-custom": "*",
     "husky": "^9.0.11",
     "lint-staged": "^15.2.2",
-    "playwright": "1.43.0",
+    "playwright": "1.41.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"

packages/api/v1/implementation.ts

@@ -19,10 +19,10 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
-import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
+import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import {
   getPresignGetUrl,
   getPresignPostUrl,
@@ -229,13 +229,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
-      await upsertDocumentMeta({
-        documentId: document.id,
-        userId: user.id,
-        ...body.meta,
-        requestMetadata: extractNextApiRequestMetadata(args.req),
-      });
-
       const recipients = await setRecipientsForDocument({
         userId: user.id,
         teamId: team?.id,
@@ -286,7 +279,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplateLegacy({
+    const document = await createDocumentFromTemplate({
       templateId,
       userId: user.id,
       teamId: team?.id,
@@ -303,7 +296,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         formValues: body.formValues,
       });
 
-      const newDocumentData = await putPdfFile({
+      const newDocumentData = await putFile({
         name: fileName,
         type: 'application/pdf',
         arrayBuffer: async () => Promise.resolve(prefilled),
@@ -331,7 +324,10 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       await upsertDocumentMeta({
         documentId: document.id,
         userId: user.id,
-        ...body.meta,
+        subject: body.meta.subject,
+        message: body.meta.message,
+        dateFormat: body.meta.dateFormat,
+        timezone: body.meta.timezone,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
     }

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

@@ -189,14 +189,7 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use personal template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-
+  await page.getByRole('button', { name: 'Create Document' }).click();
-  // Enter template values.
-  await page.getByPlaceholder('recipient.1@documenso.com').click();
-  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
-  await page.getByPlaceholder('Recipient 1').click();
-  await page.getByPlaceholder('Recipient 1').fill('name');
-
-  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL('/documents');
@@ -207,14 +200,7 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use team template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-
+  await page.getByRole('button', { name: 'Create Document' }).click();
-  // Enter template values.
-  await page.getByPlaceholder('recipient.1@documenso.com').click();
-  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
-  await page.getByPlaceholder('Recipient 1').click();
-  await page.getByPlaceholder('Recipient 1').fill('name');
-
-  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/\/t\/.+\/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL(`/t/${team.url}/documents`);

packages/ee/server-only/stripe/webhook/on-early-adopters-checkout.ts

@@ -5,7 +5,7 @@ import { sealDocument } from '@documenso/lib/server-only/document/seal-document'
 import { redis } from '@documenso/lib/server-only/redis';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { alphaid, nanoid } from '@documenso/lib/universal/id';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentStatus,
@@ -74,7 +74,7 @@ export const onEarlyAdoptersCheckout = async ({ session }: OnEarlyAdoptersChecko
       new URL('@documenso/assets/documenso-supporter-pledge.pdf', import.meta.url),
     ).then(async (res) => res.arrayBuffer());
 
-    const { id: documentDataId } = await putPdfFile({
+    const { id: documentDataId } = await putFile({
       name: 'Documenso Supporter Pledge.pdf',
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(documentBuffer),

packages/lib/constants/feature-flags.ts

@@ -21,7 +21,6 @@ export const FEATURE_FLAG_POLL_INTERVAL = 30000;
  * Does not take any person or group properties into account.
  */
 export const LOCAL_FEATURE_FLAGS: Record<string, boolean> = {
-  app_allow_encrypted_documents: false,
   app_billing: NEXT_PUBLIC_FEATURE_BILLING_ENABLED() === 'true',
   app_document_page_view_history_sheet: false,
   app_passkey: WEBAPP_BASE_URL === 'http://localhost:3000', // Temp feature flag.

packages/lib/constants/template.ts

@@ -1,2 +0,0 @@
-export const TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
-export const TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX = /Recipient \d+/i;

packages/lib/errors/app-error.ts

@@ -1,5 +1,4 @@
 import { TRPCError } from '@trpc/server';
-import { match } from 'ts-pattern';
 import { z } from 'zod';
 
 import { TRPCClientError } from '@documenso/trpc/client';
@@ -150,24 +149,4 @@ export class AppError extends Error {
       return null;
     }
   }
-
-  static toRestAPIError(err: unknown): {
-    status: 400 | 401 | 404 | 500;
-    body: { message: string };
-  } {
-    const error = AppError.parseError(err);
-
-    const status = match(error.code)
-      .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => 400 as const)
-      .with(AppErrorCode.UNAUTHORIZED, () => 401 as const)
-      .with(AppErrorCode.NOT_FOUND, () => 404 as const)
-      .otherwise(() => 500 as const);
-
-    return {
-      status,
-      body: {
-        message: status !== 500 ? error.message : 'Something went wrong',
-      },
-    };
-  }
 }

packages/lib/package.json

@@ -39,7 +39,7 @@
     "next-auth": "4.24.5",
     "oslo": "^0.17.0",
     "pdf-lib": "^1.17.1",
-    "playwright": "1.43.0",
+    "playwright": "1.41.0",
     "react": "18.2.0",
     "remeda": "^1.27.1",
     "stripe": "^12.7.0",
@@ -48,6 +48,6 @@
   },
   "devDependencies": {
     "@types/luxon": "^3.3.1",
-    "@playwright/browser-chromium": "1.43.0"
+    "@playwright/browser-chromium": "1.41.0"
   }
 }

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

@@ -137,7 +137,7 @@ export const completeDocumentWithToken = async ({
     await sendPendingEmail({ documentId, recipientId: recipient.id });
   }
 
-  const haveAllRecipientsSigned = await prisma.document.findFirst({
+  const documents = await prisma.document.updateMany({
     where: {
       id: document.id,
       Recipient: {
@@ -146,9 +146,13 @@ export const completeDocumentWithToken = async ({
         },
       },
     },
+    data: {
+      status: DocumentStatus.COMPLETED,
+      completedAt: new Date(),
+    },
   });
 
-  if (haveAllRecipientsSigned) {
+  if (documents.count > 0) {
     await sealDocument({ documentId: document.id, requestMetadata });
   }
 

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

@@ -75,19 +75,17 @@ export const deleteDocument = async ({
   }
 
   // Continue to hide the document from the user if they are a recipient.
-  // Dirty way of doing this but it's faster than refetching the document.
   if (userRecipient?.documentDeletedAt === null) {
-    await prisma.recipient
+    await prisma.recipient.update({
-      .update({
       where: {
-          id: userRecipient.id,
+        documentId_email: {
+          documentId: document.id,
+          email: user.email,
+        },
       },
       data: {
         documentDeletedAt: new Date().toISOString(),
       },
-      })
-      .catch(() => {
-        // Do nothing.
     });
   }
 

packages/lib/server-only/document/resend-document.tsx

@@ -110,7 +110,7 @@ export const resendDocument = async ({
         assetBaseUrl,
         signDocumentLink,
         customBody: renderCustomEmailTemplate(
-          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
+          selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
           customEmailTemplate,
         ),
         role: recipient.role,
@@ -135,7 +135,7 @@ export const resendDocument = async ({
               address: FROM_ADDRESS,
             },
             subject: customEmail?.subject
-              ? renderCustomEmailTemplate(`Reminder: ${customEmail.subject}`, customEmailTemplate)
+              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
               : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),

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

@@ -14,7 +14,7 @@ import { signPdf } from '@documenso/signing';
 
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
-import { putPdfFile } from '../../universal/upload/put-file';
+import { putFile } from '../../universal/upload/put-file';
 import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../pdf/flatten-annotations';
 import { insertFieldInPDF } from '../pdf/insert-field-in-pdf';
@@ -40,11 +40,6 @@ export const sealDocument = async ({
   const document = await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
-      Recipient: {
-        every: {
-          signingStatus: SigningStatus.SIGNED,
-        },
-      },
     },
     include: {
       documentData: true,
@@ -58,6 +53,10 @@ export const sealDocument = async ({
     throw new Error(`Document ${document.id} has no document data`);
   }
 
+  if (document.status !== DocumentStatus.COMPLETED) {
+    throw new Error(`Document ${document.id} has not been completed`);
+  }
+
   const recipients = await prisma.recipient.findMany({
     where: {
       documentId: document.id,
@@ -93,9 +92,9 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
-  const certificate = await getCertificatePdf({ documentId })
+  const certificate = await getCertificatePdf({ documentId }).then(async (doc) =>
-    .then(async (doc) => PDFDocument.load(doc))
+    PDFDocument.load(doc),
-    .catch(() => null);
+  );
 
   const doc = await PDFDocument.load(pdfData);
 
@@ -104,13 +103,11 @@ export const sealDocument = async ({
   doc.getForm().flatten();
   flattenAnnotations(doc);
 
-  if (certificate) {
   const certificatePages = await doc.copyPages(certificate, certificate.getPageIndices());
 
   certificatePages.forEach((page) => {
     doc.addPage(page);
   });
-  }
 
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
@@ -122,7 +119,7 @@ export const sealDocument = async ({
 
   const { name, ext } = path.parse(document.title);
 
-  const { data: newData } = await putPdfFile({
+  const { data: newData } = await putFile({
     name: `${name}_signed${ext}`,
     type: 'application/pdf',
     arrayBuffer: async () => Promise.resolve(pdfBuffer),
@@ -141,16 +138,6 @@ export const sealDocument = async ({
   }
 
   await prisma.$transaction(async (tx) => {
-    await tx.document.update({
-      where: {
-        id: document.id,
-      },
-      data: {
-        status: DocumentStatus.COMPLETED,
-        completedAt: new Date(),
-      },
-    });
-
     await tx.documentData.update({
       where: {
         id: documentData.id,

packages/lib/server-only/document/send-document.tsx

@@ -4,11 +4,8 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
-import { sealDocument } from '@documenso/lib/server-only/document/seal-document';
-import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
@@ -21,6 +18,7 @@ import {
   RECIPIENT_ROLE_TO_EMAIL_TYPE,
 } from '../../constants/recipient-roles';
 import { getFile } from '../../universal/upload/get-file';
+import { putFile } from '../../universal/upload/put-file';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
@@ -102,7 +100,7 @@ export const sendDocument = async ({
       formValues: document.formValues as Record<string, string | number | boolean>,
     });
 
-    const newDocumentData = await putPdfFile({
+    const newDocumentData = await putFile({
       name: document.title,
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(prefilled),
@@ -151,7 +149,7 @@ export const sendDocument = async ({
         assetBaseUrl,
         signDocumentLink,
         customBody: renderCustomEmailTemplate(
-          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
+          selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
           customEmailTemplate,
         ),
         role: recipient.role,
@@ -213,31 +211,6 @@ export const sendDocument = async ({
     }),
   );
 
-  const allRecipientsHaveNoActionToTake = document.Recipient.every(
-    (recipient) => recipient.role === RecipientRole.CC,
-  );
-
-  if (allRecipientsHaveNoActionToTake) {
-    const updatedDocument = await updateDocument({
-      documentId,
-      userId,
-      teamId,
-      data: { status: DocumentStatus.COMPLETED },
-    });
-
-    await sealDocument({ documentId: updatedDocument.id, requestMetadata });
-
-    // Keep the return type the same for the `sendDocument` method
-    return await prisma.document.findFirstOrThrow({
-      where: {
-        id: documentId,
-      },
-      include: {
-        Recipient: true,
-      },
-    });
-  }
-
   const updatedDocument = await prisma.$transaction(async (tx) => {
     if (document.status === DocumentStatus.DRAFT) {
       await tx.documentAuditLog.create({

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

@@ -1,29 +0,0 @@
-import { prisma } from '@documenso/prisma';
-import { SigningStatus } from '@documenso/prisma/client';
-
-export type GetCompletedFieldsForDocumentOptions = {
-  documentId: number;
-};
-
-export const getCompletedFieldsForDocument = async ({
-  documentId,
-}: GetCompletedFieldsForDocumentOptions) => {
-  return await prisma.field.findMany({
-    where: {
-      documentId,
-      Recipient: {
-        signingStatus: SigningStatus.SIGNED,
-      },
-      inserted: true,
-    },
-    include: {
-      Signature: true,
-      Recipient: {
-        select: {
-          name: true,
-          email: true,
-        },
-      },
-    },
-  });
-};

packages/lib/server-only/field/get-completed-fields-for-token.ts

@@ -1,33 +0,0 @@
-import { prisma } from '@documenso/prisma';
-import { SigningStatus } from '@documenso/prisma/client';
-
-export type GetCompletedFieldsForTokenOptions = {
-  token: string;
-};
-
-export const getCompletedFieldsForToken = async ({ token }: GetCompletedFieldsForTokenOptions) => {
-  return await prisma.field.findMany({
-    where: {
-      Document: {
-        Recipient: {
-          some: {
-            token,
-          },
-        },
-      },
-      Recipient: {
-        signingStatus: SigningStatus.SIGNED,
-      },
-      inserted: true,
-    },
-    include: {
-      Signature: true,
-      Recipient: {
-        select: {
-          name: true,
-          email: true,
-        },
-      },
-    },
-  });
-};

packages/lib/server-only/htmltopdf/get-certificate-pdf.ts

@@ -18,9 +18,7 @@ export const getCertificatePdf = async ({ documentId }: GetCertificatePdfOptions
   let browser: Browser;
 
   if (process.env.NEXT_PRIVATE_BROWSERLESS_URL) {
-    // !: Use CDP rather than the default `connect` method to avoid coupling to the playwright version.
+    browser = await chromium.connect(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
-    // !: Previously we would have to keep the playwright version in sync with the browserless version to avoid errors.
-    browser = await chromium.connectOverCDP(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
   } else {
     browser = await chromium.launch();
   }
@@ -35,7 +33,6 @@ export const getCertificatePdf = async ({ documentId }: GetCertificatePdfOptions
 
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/__htmltopdf/certificate?d=${encryptedId}`, {
     waitUntil: 'networkidle',
-    timeout: 10_000,
   });
 
   const result = await page.pdf({

packages/lib/server-only/public-api/get-all-team-tokens.ts

@@ -1,4 +1,3 @@
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { prisma } from '@documenso/prisma';
 import { TeamMemberRole } from '@documenso/prisma/client';
 
@@ -7,8 +6,6 @@ export type GetUserTokensOptions = {
   teamId: number;
 };
 
-export type GetTeamTokensResponse = Awaited<ReturnType<typeof getTeamTokens>>;
-
 export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) => {
   const teamMember = await prisma.teamMember.findFirst({
     where: {
@@ -18,10 +15,7 @@ export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) =>
   });
 
   if (teamMember?.role !== TeamMemberRole.ADMIN) {
-    throw new AppError(
+    throw new Error('You do not have permission to view tokens for this team');
-      AppErrorCode.UNAUTHORIZED,
-      'You do not have the required permissions to view this page.',
-    );
   }
 
   return await prisma.apiToken.findMany({

packages/lib/server-only/template/create-document-from-template-legacy.ts

@@ -1,144 +0,0 @@
-import { nanoid } from '@documenso/lib/universal/id';
-import { prisma } from '@documenso/prisma';
-import type { RecipientRole } from '@documenso/prisma/client';
-
-export type CreateDocumentFromTemplateLegacyOptions = {
-  templateId: number;
-  userId: number;
-  teamId?: number;
-  recipients?: {
-    name?: string;
-    email: string;
-    role?: RecipientRole;
-  }[];
-};
-
-/**
- * Legacy server function for /api/v1
- */
-export const createDocumentFromTemplateLegacy = async ({
-  templateId,
-  userId,
-  teamId,
-  recipients,
-}: CreateDocumentFromTemplateLegacyOptions) => {
-  const template = await prisma.template.findUnique({
-    where: {
-      id: templateId,
-      ...(teamId
-        ? {
-            team: {
-              id: teamId,
-              members: {
-                some: {
-                  userId,
-                },
-              },
-            },
-          }
-        : {
-            userId,
-            teamId: null,
-          }),
-    },
-    include: {
-      Recipient: true,
-      Field: true,
-      templateDocumentData: true,
-    },
-  });
-
-  if (!template) {
-    throw new Error('Template not found.');
-  }
-
-  const documentData = await prisma.documentData.create({
-    data: {
-      type: template.templateDocumentData.type,
-      data: template.templateDocumentData.data,
-      initialData: template.templateDocumentData.initialData,
-    },
-  });
-
-  const document = await prisma.document.create({
-    data: {
-      userId,
-      teamId: template.teamId,
-      title: template.title,
-      documentDataId: documentData.id,
-      Recipient: {
-        create: template.Recipient.map((recipient) => ({
-          email: recipient.email,
-          name: recipient.name,
-          role: recipient.role,
-          token: nanoid(),
-        })),
-      },
-    },
-
-    include: {
-      Recipient: {
-        orderBy: {
-          id: 'asc',
-        },
-      },
-      documentData: true,
-    },
-  });
-
-  await prisma.field.createMany({
-    data: template.Field.map((field) => {
-      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
-
-      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
-
-      if (!documentRecipient) {
-        throw new Error('Recipient not found.');
-      }
-
-      return {
-        type: field.type,
-        page: field.page,
-        positionX: field.positionX,
-        positionY: field.positionY,
-        width: field.width,
-        height: field.height,
-        customText: field.customText,
-        inserted: field.inserted,
-        documentId: document.id,
-        recipientId: documentRecipient.id,
-      };
-    }),
-  });
-
-  if (recipients && recipients.length > 0) {
-    document.Recipient = await Promise.all(
-      recipients.map(async (recipient, index) => {
-        const existingRecipient = document.Recipient.at(index);
-
-        return await prisma.recipient.upsert({
-          where: {
-            documentId_email: {
-              documentId: document.id,
-              email: existingRecipient?.email ?? recipient.email,
-            },
-          },
-          update: {
-            name: recipient.name,
-            email: recipient.email,
-            role: recipient.role,
-          },
-          create: {
-            documentId: document.id,
-            email: recipient.email,
-            name: recipient.name,
-            role: recipient.role,
-            token: nanoid(),
-          },
-        });
-      }),
-    );
-  }
-
-  return document;
-};

packages/lib/server-only/template/create-document-from-template.ts

@@ -1,29 +1,16 @@
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
-import type { Field } from '@documenso/prisma/client';
+import type { RecipientRole } from '@documenso/prisma/client';
-import { type Recipient, WebhookTriggerEvents } from '@documenso/prisma/client';
-
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
-import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
-
-type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role'> & {
-  templateRecipientId: number;
-  fields: Field[];
-};
 
 export type CreateDocumentFromTemplateOptions = {
   templateId: number;
   userId: number;
   teamId?: number;
-  recipients: {
+  recipients?: {
-    id: number;
     name?: string;
     email: string;
+    role?: RecipientRole;
   }[];
-  requestMetadata?: RequestMetadata;
 };
 
 export const createDocumentFromTemplate = async ({
@@ -31,14 +18,7 @@ export const createDocumentFromTemplate = async ({
   userId,
   teamId,
   recipients,
-  requestMetadata,
 }: CreateDocumentFromTemplateOptions) => {
-  const user = await prisma.user.findFirstOrThrow({
-    where: {
-      id: userId,
-    },
-  });
-
   const template = await prisma.template.findUnique({
     where: {
       id: templateId,
@@ -59,42 +39,16 @@ export const createDocumentFromTemplate = async ({
           }),
     },
     include: {
-      Recipient: {
+      Recipient: true,
-        include: {
       Field: true,
-        },
-      },
       templateDocumentData: true,
     },
   });
 
   if (!template) {
-    throw new AppError(AppErrorCode.NOT_FOUND, 'Template not found');
+    throw new Error('Template not found.');
   }
 
-  if (recipients.length !== template.Recipient.length) {
-    throw new AppError(AppErrorCode.INVALID_BODY, 'Invalid number of recipients.');
-  }
-
-  const finalRecipients: FinalRecipient[] = template.Recipient.map((templateRecipient) => {
-    const foundRecipient = recipients.find((recipient) => recipient.id === templateRecipient.id);
-
-    if (!foundRecipient) {
-      throw new AppError(
-        AppErrorCode.INVALID_BODY,
-        `Missing template recipient with ID ${templateRecipient.id}`,
-      );
-    }
-
-    return {
-      templateRecipientId: templateRecipient.id,
-      fields: templateRecipient.Field,
-      name: foundRecipient.name ?? '',
-      email: foundRecipient.email,
-      role: templateRecipient.role,
-    };
-  });
-
   const documentData = await prisma.documentData.create({
     data: {
       type: template.templateDocumentData.type,
@@ -103,16 +57,14 @@ export const createDocumentFromTemplate = async ({
     },
   });
 
-  return await prisma.$transaction(async (tx) => {
+  const document = await prisma.document.create({
-    const document = await tx.document.create({
     data: {
       userId,
       teamId: template.teamId,
       title: template.title,
       documentDataId: documentData.id,
       Recipient: {
-          createMany: {
+        create: template.Recipient.map((recipient) => ({
-            data: finalRecipients.map((recipient) => ({
           email: recipient.email,
           name: recipient.name,
           role: recipient.role,
@@ -120,7 +72,7 @@ export const createDocumentFromTemplate = async ({
         })),
       },
     },
-      },
+
     include: {
       Recipient: {
         orderBy: {
@@ -131,54 +83,55 @@ export const createDocumentFromTemplate = async ({
     },
   });
 
-    let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
+  await prisma.field.createMany({
+    data: template.Field.map((field) => {
+      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
 
-    Object.values(finalRecipients).forEach(({ email, fields }) => {
+      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
-      const recipient = document.Recipient.find((recipient) => recipient.email === email);
 
-      if (!recipient) {
+      return {
-        throw new Error('Recipient not found.');
-      }
-
-      fieldsToCreate = fieldsToCreate.concat(
-        fields.map((field) => ({
-          documentId: document.id,
-          recipientId: recipient.id,
         type: field.type,
         page: field.page,
         positionX: field.positionX,
         positionY: field.positionY,
         width: field.width,
         height: field.height,
-          customText: '',
+        customText: field.customText,
-          inserted: false,
+        inserted: field.inserted,
-        })),
-      );
-    });
-
-    await tx.field.createMany({
-      data: fieldsToCreate,
-    });
-
-    await tx.documentAuditLog.create({
-      data: createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED,
         documentId: document.id,
-        user,
+        recipientId: documentRecipient?.id || null,
-        requestMetadata,
+      };
-        data: {
-          title: document.title,
-        },
     }),
   });
 
-    await triggerWebhook({
+  if (recipients && recipients.length > 0) {
-      event: WebhookTriggerEvents.DOCUMENT_CREATED,
+    document.Recipient = await Promise.all(
-      data: document,
+      recipients.map(async (recipient, index) => {
-      userId,
+        const existingRecipient = document.Recipient.at(index);
-      teamId,
+
+        return await prisma.recipient.upsert({
+          where: {
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+          },
+          create: {
+            documentId: document.id,
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            token: nanoid(),
+          },
         });
+      }),
+    );
+  }
 
   return document;
-  });
 };

packages/lib/server-only/template/duplicate-template.ts

@@ -81,10 +81,6 @@ export const duplicateTemplate = async ({
         (doc) => doc.email === recipient?.email,
       );
 
-      if (!duplicatedTemplateRecipient) {
-        throw new Error('Recipient not found.');
-      }
-
       return {
         type: field.type,
         page: field.page,
@@ -95,7 +91,7 @@ export const duplicateTemplate = async ({
         customText: field.customText,
         inserted: field.inserted,
         templateId: duplicatedTemplate.id,
-        recipientId: duplicatedTemplateRecipient.id,
+        recipientId: duplicatedTemplateRecipient?.id || null,
       };
     }),
   });

packages/lib/server-only/user/update-public-profile.ts

@@ -5,10 +5,9 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 export type UpdatePublicProfileOptions = {
   userId: number;
   url: string;
-  bio?: string;
 };
 
-export const updatePublicProfile = async ({ userId, url, bio }: UpdatePublicProfileOptions) => {
+export const updatePublicProfile = async ({ userId, url }: UpdatePublicProfileOptions) => {
   const isUrlTaken = await prisma.user.findFirst({
     select: {
       id: true,
@@ -38,10 +37,10 @@ export const updatePublicProfile = async ({ userId, url, bio }: UpdatePublicProf
       userProfile: {
         upsert: {
           create: {
-            bio: bio,
+            bio: '',
           },
           update: {
-            bio: bio,
+            bio: '',
           },
         },
       },

packages/lib/server-only/webhooks/get-webhooks-by-user-id.ts

@@ -4,7 +4,6 @@ export const getWebhooksByUserId = async (userId: number) => {
   return await prisma.webhook.findMany({
     where: {
       userId,
-      teamId: null,
     },
     orderBy: {
       createdAt: 'desc',

packages/lib/types/fields.ts

@@ -1,3 +0,0 @@
-import type { getCompletedFieldsForToken } from '../server-only/field/get-completed-fields-for-token';
-
-export type CompletedField = Awaited<ReturnType<typeof getCompletedFieldsForToken>>[number];

packages/lib/universal/get-feature-flag.ts

@@ -17,7 +17,6 @@ export const getFlag = async (
   options?: GetFlagOptions,
 ): Promise<TFeatureFlagValue> => {
   const requestHeaders = options?.requestHeaders ?? {};
-  delete requestHeaders['content-length'];
 
   if (!isFeatureFlagEnabled()) {
     return LOCAL_FEATURE_FLAGS[flag] ?? true;
@@ -26,7 +25,7 @@ export const getFlag = async (
   const url = new URL(`${APP_BASE_URL()}/api/feature-flag/get`);
   url.searchParams.set('flag', flag);
 
-  return await fetch(url, {
+  const response = await fetch(url, {
     headers: {
       ...requestHeaders,
     },
@@ -36,10 +35,9 @@ export const getFlag = async (
   })
     .then(async (res) => res.json())
     .then((res) => ZFeatureFlagValueSchema.parse(res))
-    .catch((err) => {
+    .catch(() => false);
-      console.error(err);
+
-      return LOCAL_FEATURE_FLAGS[flag] ?? false;
+  return response;
-    });
 };
 
 /**
@@ -52,7 +50,6 @@ export const getAllFlags = async (
   options?: GetFlagOptions,
 ): Promise<Record<string, TFeatureFlagValue>> => {
   const requestHeaders = options?.requestHeaders ?? {};
-  delete requestHeaders['content-length'];
 
   if (!isFeatureFlagEnabled()) {
     return LOCAL_FEATURE_FLAGS;
@@ -70,10 +67,7 @@ export const getAllFlags = async (
   })
     .then(async (res) => res.json())
     .then((res) => z.record(z.string(), ZFeatureFlagValueSchema).parse(res))
-    .catch((err) => {
+    .catch(() => LOCAL_FEATURE_FLAGS);
-      console.error(err);
-      return LOCAL_FEATURE_FLAGS;
-    });
 };
 
 /**
@@ -95,10 +89,7 @@ export const getAllAnonymousFlags = async (): Promise<Record<string, TFeatureFla
   })
     .then(async (res) => res.json())
     .then((res) => z.record(z.string(), ZFeatureFlagValueSchema).parse(res))
-    .catch((err) => {
+    .catch(() => LOCAL_FEATURE_FLAGS);
-      console.error(err);
-      return LOCAL_FEATURE_FLAGS;
-    });
 };
 
 interface GetFlagOptions {

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

@@ -1,12 +1,9 @@
 import { base64 } from '@scure/base';
 import { env } from 'next-runtime-env';
-import { PDFDocument } from 'pdf-lib';
 import { match } from 'ts-pattern';
 
-import { getFlag } from '@documenso/lib/universal/get-feature-flag';
 import { DocumentDataType } from '@documenso/prisma/client';
 
-import { AppError } from '../../errors/app-error';
 import { createDocumentData } from '../../server-only/document-data/create-document-data';
 
 type File = {
@@ -15,38 +12,14 @@ type File = {
   arrayBuffer: () => Promise<ArrayBuffer>;
 };
 
-/**
- * Uploads a document file to the appropriate storage location and creates
- * a document data record.
- */
-export const putPdfFile = async (file: File) => {
-  const isEncryptedDocumentsAllowed = await getFlag('app_allow_encrypted_documents').catch(
-    () => false,
-  );
-
-  // This will prevent uploading encrypted PDFs or anything that can't be opened.
-  if (!isEncryptedDocumentsAllowed) {
-    await PDFDocument.load(await file.arrayBuffer()).catch((e) => {
-      console.error(`PDF upload parse error: ${e.message}`);
-
-      throw new AppError('INVALID_DOCUMENT_FILE');
-    });
-  }
-
-  const { type, data } = await putFile(file);
-
-  return await createDocumentData({ type, data });
-};
-
-/**
- * Uploads a file to the appropriate storage location.
- */
 export const putFile = async (file: File) => {
   const NEXT_PUBLIC_UPLOAD_TRANSPORT = env('NEXT_PUBLIC_UPLOAD_TRANSPORT');
 
-  return await match(NEXT_PUBLIC_UPLOAD_TRANSPORT)
+  const { type, data } = await match(NEXT_PUBLIC_UPLOAD_TRANSPORT)
     .with('s3', async () => putFileInS3(file))
     .otherwise(async () => putFileInDatabase(file));
+
+  return await createDocumentData({ type, data });
 };
 
 const putFileInDatabase = async (file: File) => {

packages/prisma/migrations/20240418140819_remove_impossible_field_optional_states/migration.sql

@@ -1,11 +0,0 @@
-/*
-  Warnings:
-
-  - Made the column `recipientId` on table `Field` required. This step will fail if there are existing NULL values in that column.
-
-*/
--- Drop all Fields where the recipientId is null
-DELETE FROM "Field" WHERE "recipientId" IS NULL;
-
--- AlterTable
-ALTER TABLE "Field" ALTER COLUMN "recipientId" SET NOT NULL;

packages/prisma/schema.prisma

@@ -387,7 +387,7 @@ model Field {
   secondaryId String     @unique @default(cuid())
   documentId  Int?
   templateId  Int?
-  recipientId Int
+  recipientId Int?
   type        FieldType
   page        Int
   positionX   Decimal    @default(0)
@@ -398,7 +398,7 @@ model Field {
   inserted    Boolean
   Document    Document?  @relation(fields: [documentId], references: [id], onDelete: Cascade)
   Template    Template?  @relation(fields: [templateId], references: [id], onDelete: Cascade)
-  Recipient   Recipient  @relation(fields: [recipientId], references: [id], onDelete: Cascade)
+  Recipient   Recipient? @relation(fields: [recipientId], references: [id], onDelete: Cascade)
   Signature   Signature?
 
   @@index([documentId])

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

@@ -4,7 +4,6 @@ import { DateTime } from 'luxon';
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
-import { AppError } from '@documenso/lib/errors/app-error';
 import { encryptSecondaryData } from '@documenso/lib/server-only/crypto/encrypt';
 import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { createDocument } from '@documenso/lib/server-only/document/create-document';
@@ -21,7 +20,6 @@ import { updateDocumentSettings } from '@documenso/lib/server-only/document/upda
 import { updateTitle } from '@documenso/lib/server-only/document/update-title';
 import { symmetricEncrypt } from '@documenso/lib/universal/crypto';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { DocumentStatus } from '@documenso/prisma/client';
 
 import { authenticatedProcedure, procedure, router } from '../trpc';
 import {
@@ -223,6 +221,10 @@ export const documentRouter = router({
       }
     }),
 
+  getDocumentMetaById: authenticatedProcedure
+    .input(ZSetSettingsForDocumentMutationSchema)
+    .mutation(async ({ input, ctx }) => {}),
+
   setTitleForDocument: authenticatedProcedure
     .input(ZSetTitleForDocumentMutationSchema)
     .mutation(async ({ input, ctx }) => {
@@ -415,10 +417,6 @@ export const documentRouter = router({
           teamId,
         });
 
-        if (document.status !== DocumentStatus.COMPLETED) {
-          throw new AppError('DOCUMENT_NOT_COMPLETE');
-        }
-
         const encrypted = encryptSecondaryData({
           data: document.id.toString(),
           expiresAt: DateTime.now().plus({ minutes: 5 }).toJSDate().valueOf(),

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

@@ -88,9 +88,9 @@ export const profileRouter = router({
     .input(ZUpdatePublicProfileMutationSchema)
     .mutation(async ({ input, ctx }) => {
       try {
-        const { url, bio } = input;
+        const { url } = input;
 
-        if (IS_BILLING_ENABLED() && url.length < 6) {
+        if (IS_BILLING_ENABLED() && url.length <= 6) {
           const subscriptions = await getSubscriptionsByUserId({
             userId: ctx.user.id,
           }).then((subscriptions) =>
@@ -108,7 +108,6 @@ export const profileRouter = router({
         const user = await updatePublicProfile({
           userId: ctx.user.id,
           url,
-          bio,
         });
 
         return { success: true, url: user.url };

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

@@ -25,13 +25,6 @@ export const ZUpdatePublicProfileMutationSchema = z.object({
     .regex(/^[a-z0-9-]+$/, {
       message: 'Username can only container alphanumeric characters and dashes.',
     }),
-  bio: z
-    .string()
-    .trim()
-    .max(256, {
-      message: 'Bio cannot be longer than 256 characters.',
-    })
-    .optional(),
 });
 
 export const ZUpdatePasswordMutationSchema = z.object({

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

@@ -10,7 +10,7 @@ import { FROM_ADDRESS, FROM_NAME, SERVICE_USER_EMAIL } from '@documenso/lib/cons
 import { insertFieldInPDF } from '@documenso/lib/server-only/pdf/insert-field-in-pdf';
 import { alphaid } from '@documenso/lib/universal/id';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentStatus,
@@ -86,7 +86,7 @@ export const singleplayerRouter = router({
               },
             });
 
-            const { id: documentDataId } = await putPdfFile({
+            const { id: documentDataId } = await putFile({
               name: `${documentName}.pdf`,
               type: 'application/pdf',
               arrayBuffer: async () => Promise.resolve(signedPdfBuffer),

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

@@ -1,14 +1,10 @@
 import { TRPCError } from '@trpc/server';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
-import { AppError } from '@documenso/lib/errors/app-error';
-import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createTemplate } from '@documenso/lib/server-only/template/create-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { duplicateTemplate } from '@documenso/lib/server-only/template/duplicate-template';
-import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import type { Document } from '@documenso/prisma/client';
 
 import { authenticatedProcedure, router } from '../trpc';
 import {
@@ -53,34 +49,19 @@ export const templateRouter = router({
           throw new Error('You have reached your document limit.');
         }
 
-        const requestMetadata = extractNextApiRequestMetadata(ctx.req);
+        return await createDocumentFromTemplate({
-
-        let document: Document = await createDocumentFromTemplate({
           templateId,
           teamId,
           userId: ctx.user.id,
           recipients: input.recipients,
-          requestMetadata,
         });
-
-        if (input.sendDocument) {
-          document = await sendDocument({
-            documentId: document.id,
-            userId: ctx.user.id,
-            teamId,
-            requestMetadata,
-          }).catch((err) => {
-            console.error(err);
-
-            throw new AppError('DOCUMENT_SEND_FAILED');
-          });
-        }
-
-        return document;
       } catch (err) {
         console.error(err);
 
-        throw AppError.parseErrorToTRPCError(err);
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to create this document. Please try again later.',
+        });
       }
     }),
 

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

@@ -1,5 +1,7 @@
 import { z } from 'zod';
 
+import { RecipientRole } from '@documenso/prisma/client';
+
 export const ZCreateTemplateMutationSchema = z.object({
   title: z.string().min(1).trim(),
   teamId: z.number().optional(),
@@ -12,16 +14,12 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   recipients: z
     .array(
       z.object({
-        id: z.number(),
         email: z.string().email(),
-        name: z.string().optional(),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
       }),
     )
-    .refine((recipients) => {
+    .optional(),
-      const emails = recipients.map((signer) => signer.email);
-      return new Set(emails).size === emails.length;
-    }, 'Recipients must have unique emails'),
-  sendDocument: z.boolean().optional(),
 });
 
 export const ZDuplicateTemplateMutationSchema = z.object({

packages/ui/components/field/field.tsx

@@ -19,7 +19,6 @@ export type FieldContainerPortalProps = {
   field: Field;
   className?: string;
   children: React.ReactNode;
-  cardClassName?: string;
 };
 
 export function FieldContainerPortal({
@@ -45,7 +44,7 @@ export function FieldContainerPortal({
   );
 }
 
-export function FieldRootContainer({ field, children, cardClassName }: FieldContainerPortalProps) {
+export function FieldRootContainer({ field, children }: FieldContainerPortalProps) {
   const [isValidating, setIsValidating] = useState(false);
 
   const ref = React.useRef<HTMLDivElement>(null);
@@ -79,7 +78,6 @@ export function FieldRootContainer({ field, children, cardClassName }: FieldCont
           {
             'border-orange-300 ring-1 ring-orange-300': !field.inserted && isValidating,
           },
-          cardClassName,
         )}
         ref={ref}
         data-inserted={field.inserted ? 'true' : 'false'}

packages/ui/components/recipient/recipient-action-auth-select.tsx

@@ -1,80 +0,0 @@
-'use client';
-
-import React from 'react';
-
-import type { SelectProps } from '@radix-ui/react-select';
-import { InfoIcon } from 'lucide-react';
-
-import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
-import { RecipientActionAuth } from '@documenso/lib/types/document-auth';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
-
-export type RecipientActionAuthSelectProps = SelectProps;
-
-export const RecipientActionAuthSelect = (props: RecipientActionAuthSelectProps) => {
-  return (
-    <Select {...props}>
-      <SelectTrigger className="bg-background text-muted-foreground">
-        <SelectValue placeholder="Inherit authentication method" />
-
-        <Tooltip>
-          <TooltipTrigger className="-mr-1 ml-auto">
-            <InfoIcon className="mx-2 h-4 w-4" />
-          </TooltipTrigger>
-
-          <TooltipContent className="text-foreground max-w-md p-4">
-            <h2>
-              <strong>Recipient action authentication</strong>
-            </h2>
-
-            <p>The authentication required for recipients to sign fields</p>
-
-            <p className="mt-2">This will override any global settings.</p>
-
-            <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
-              <li>
-                <strong>Inherit authentication method</strong> - Use the global action signing
-                authentication method configured in the "General Settings" step
-              </li>
-              {/* <li>
-                <strong>Require account</strong> - The recipient must be
-                signed in
-              </li> */}
-              <li>
-                <strong>Require passkey</strong> - The recipient must have an account and passkey
-                configured via their settings
-              </li>
-              <li>
-                <strong>Require 2FA</strong> - The recipient must have an account and 2FA enabled
-                via their settings
-              </li>
-              <li>
-                <strong>None</strong> - No authentication required
-              </li>
-            </ul>
-          </TooltipContent>
-        </Tooltip>
-      </SelectTrigger>
-
-      <SelectContent position="popper">
-        {/* Note: -1 is remapped in the Zod schema to the required value. */}
-        <SelectItem value="-1">Inherit authentication method</SelectItem>
-
-        {Object.values(RecipientActionAuth)
-          .filter((auth) => auth !== RecipientActionAuth.ACCOUNT)
-          .map((authType) => (
-            <SelectItem key={authType} value={authType}>
-              {DOCUMENT_AUTH_TYPES[authType].value}
-            </SelectItem>
-          ))}
-      </SelectContent>
-    </Select>
-  );
-};

packages/ui/components/recipient/recipient-role-select.tsx

@@ -1,97 +0,0 @@
-'use client';
-
-import React from 'react';
-
-import type { SelectProps } from '@radix-ui/react-select';
-import { InfoIcon } from 'lucide-react';
-
-import { RecipientRole } from '@documenso/prisma/client';
-import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
-import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
-import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
-
-export type RecipientRoleSelectProps = SelectProps;
-
-export const RecipientRoleSelect = (props: RecipientRoleSelectProps) => {
-  return (
-    <Select {...props}>
-      <SelectTrigger className="bg-background w-[60px]">
-        {/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
-        {ROLE_ICONS[props.value as RecipientRole]}
-      </SelectTrigger>
-
-      <SelectContent align="end">
-        <SelectItem value={RecipientRole.SIGNER}>
-          <div className="flex items-center">
-            <div className="flex w-[150px] items-center">
-              <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-              Needs to sign
-            </div>
-            <Tooltip>
-              <TooltipTrigger>
-                <InfoIcon className="h-4 w-4" />
-              </TooltipTrigger>
-              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                <p>The recipient is required to sign the document for it to be completed.</p>
-              </TooltipContent>
-            </Tooltip>
-          </div>
-        </SelectItem>
-
-        <SelectItem value={RecipientRole.APPROVER}>
-          <div className="flex items-center">
-            <div className="flex w-[150px] items-center">
-              <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-              Needs to approve
-            </div>
-            <Tooltip>
-              <TooltipTrigger>
-                <InfoIcon className="h-4 w-4" />
-              </TooltipTrigger>
-              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                <p>The recipient is required to approve the document for it to be completed.</p>
-              </TooltipContent>
-            </Tooltip>
-          </div>
-        </SelectItem>
-
-        <SelectItem value={RecipientRole.VIEWER}>
-          <div className="flex items-center">
-            <div className="flex w-[150px] items-center">
-              <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-              Needs to view
-            </div>
-            <Tooltip>
-              <TooltipTrigger>
-                <InfoIcon className="h-4 w-4" />
-              </TooltipTrigger>
-              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                <p>The recipient is required to view the document for it to be completed.</p>
-              </TooltipContent>
-            </Tooltip>
-          </div>
-        </SelectItem>
-
-        <SelectItem value={RecipientRole.CC}>
-          <div className="flex items-center">
-            <div className="flex w-[150px] items-center">
-              <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-              Receives copy
-            </div>
-            <Tooltip>
-              <TooltipTrigger>
-                <InfoIcon className="h-4 w-4" />
-              </TooltipTrigger>
-              <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                <p>
-                  The recipient is not required to take any action and receives a copy of the
-                  document after it is completed.
-                </p>
-              </TooltipContent>
-            </Tooltip>
-          </div>
-        </SelectItem>
-      </SelectContent>
-    </Select>
-  );
-};

packages/ui/primitives/document-flow/add-settings.tsx

@@ -9,11 +9,7 @@ import { useForm } from 'react-hook-form';
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import {
+import { DocumentAccessAuth, DocumentActionAuth } from '@documenso/lib/types/document-auth';
-  DocumentAccessAuth,
-  DocumentActionAuth,
-  DocumentAuth,
-} from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { DocumentStatus, type Field, type Recipient, SendStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
@@ -220,9 +216,9 @@ export const AddSettingsFormPartial = ({
                           </p>
 
                           <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
-                            {/* <li>
+                            <li>
                               <strong>Require account</strong> - The recipient must be signed in
-                            </li> */}
+                            </li>
                             <li>
                               <strong>Require passkey</strong> - The recipient must have an account
                               and passkey configured via their settings
@@ -246,9 +242,7 @@ export const AddSettingsFormPartial = ({
                         </SelectTrigger>
 
                         <SelectContent position="popper">
-                          {Object.values(DocumentActionAuth)
+                          {Object.values(DocumentActionAuth).map((authType) => (
-                            .filter((auth) => auth !== DocumentAuth.ACCOUNT)
-                            .map((authType) => (
                             <SelectItem key={authType} value={authType}>
                               {DOCUMENT_AUTH_TYPES[authType].value}
                             </SelectItem>

packages/ui/primitives/document-flow/add-settings.types.ts

@@ -28,6 +28,8 @@ export const ZAddSettingsFormSchema = z.object({
     ZDocumentActionAuthTypesSchema.optional(),
   ),
   meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
     timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
     dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
     redirectUrl: z

packages/ui/primitives/document-flow/add-signers.tsx

@@ -4,18 +4,20 @@ import React, { useId, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { motion } from 'framer-motion';
-import { Plus, Trash } from 'lucide-react';
+import { InfoIcon, Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
-import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
+import {
+  RecipientActionAuth,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { RecipientRole, SendStatus } from '@documenso/prisma/client';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
-import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
-import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { cn } from '@documenso/ui/lib/utils';
 
 import { Button } from '../button';
@@ -23,7 +25,10 @@ import { Checkbox } from '../checkbox';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
 import { FormErrorMessage } from '../form/form-error-message';
 import { Input } from '../input';
+import { ROLE_ICONS } from '../recipient-role-icons';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
 import { useStep } from '../stepper';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import { useToast } from '../use-toast';
 import type { TAddSignersFormSchema } from './add-signers.types';
 import { ZAddSignersFormSchema } from './add-signers.types';
@@ -269,11 +274,65 @@ export const AddSignersFormPartial = ({
                       render={({ field }) => (
                         <FormItem className="col-span-6">
                           <FormControl>
-                            <RecipientActionAuthSelect
+                            <Select
                               {...field}
                               onValueChange={field.onChange}
                               disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
-                            />
+                            >
+                              <SelectTrigger className="bg-background text-muted-foreground">
+                                <SelectValue placeholder="Inherit authentication method" />
+
+                                <Tooltip>
+                                  <TooltipTrigger className="-mr-1 ml-auto">
+                                    <InfoIcon className="mx-2 h-4 w-4" />
+                                  </TooltipTrigger>
+
+                                  <TooltipContent className="text-foreground max-w-md p-4">
+                                    <h2>
+                                      <strong>Recipient action authentication</strong>
+                                    </h2>
+
+                                    <p>The authentication required for recipients to sign fields</p>
+
+                                    <p className="mt-2">This will override any global settings.</p>
+
+                                    <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
+                                      <li>
+                                        <strong>Inherit authentication method</strong> - Use the
+                                        global action signing authentication method configured in
+                                        the "General Settings" step
+                                      </li>
+                                      <li>
+                                        <strong>Require account</strong> - The recipient must be
+                                        signed in
+                                      </li>
+                                      <li>
+                                        <strong>Require passkey</strong> - The recipient must have
+                                        an account and passkey configured via their settings
+                                      </li>
+                                      <li>
+                                        <strong>Require 2FA</strong> - The recipient must have an
+                                        account and 2FA enabled via their settings
+                                      </li>
+                                      <li>
+                                        <strong>None</strong> - No authentication required
+                                      </li>
+                                    </ul>
+                                  </TooltipContent>
+                                </Tooltip>
+                              </SelectTrigger>
+
+                              <SelectContent position="popper">
+                                {/* Note: -1 is remapped in the Zod schema to the required value. */}
+                                <SelectItem value="-1">Inherit authentication method</SelectItem>
+
+                                {Object.values(RecipientActionAuth).map((authType) => (
+                                  <SelectItem key={authType} value={authType}>
+                                    {DOCUMENT_AUTH_TYPES[authType].value}
+                                  </SelectItem>
+                                ))}
+                              </SelectContent>
+                            </Select>
                           </FormControl>
 
                           <FormMessage />
@@ -287,11 +346,100 @@ export const AddSignersFormPartial = ({
                     render={({ field }) => (
                       <FormItem className="col-span-1 mt-auto">
                         <FormControl>
-                          <RecipientRoleSelect
+                          <Select
                             {...field}
                             onValueChange={field.onChange}
                             disabled={isSubmitting || hasBeenSentToRecipientId(signer.nativeId)}
-                          />
+                          >
+                            <SelectTrigger className="bg-background w-[60px]">
+                              {/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
+                              {ROLE_ICONS[field.value as RecipientRole]}
+                            </SelectTrigger>
+
+                            <SelectContent align="end">
+                              <SelectItem value={RecipientRole.SIGNER}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                                    Needs to sign
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to sign the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+
+                              <SelectItem value={RecipientRole.APPROVER}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">
+                                      {ROLE_ICONS[RecipientRole.APPROVER]}
+                                    </span>
+                                    Needs to approve
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to approve the document for it to
+                                        be completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+
+                              <SelectItem value={RecipientRole.VIEWER}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                    Needs to view
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to view the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+
+                              <SelectItem value={RecipientRole.CC}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                    Receives copy
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is not required to take any action and
+                                        receives a copy of the document after it is completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+                            </SelectContent>
+                          </Select>
                         </FormControl>
 
                         <FormMessage />

packages/ui/primitives/document-flow/add-subject.tsx

@@ -1,5 +1,7 @@
 'use client';
 
+import { useEffect } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
 
@@ -30,6 +32,8 @@ export type AddSubjectFormProps = {
   document: DocumentWithData;
   onSubmit: (_data: TAddSubjectFormSchema) => void;
   isDocumentPdfLoaded: boolean;
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  setSubjectFormFields: (subject?: string, message?: string) => void;
 };
 
 export const AddSubjectFormPartial = ({
@@ -39,10 +43,12 @@ export const AddSubjectFormPartial = ({
   document,
   onSubmit,
   isDocumentPdfLoaded,
+  setSubjectFormFields,
 }: AddSubjectFormProps) => {
   const {
     register,
     handleSubmit,
+    getValues,
     formState: { errors, isSubmitting },
   } = useForm<TAddSubjectFormSchema>({
     defaultValues: {
@@ -57,6 +63,13 @@ export const AddSubjectFormPartial = ({
   const onFormSubmit = handleSubmit(onSubmit);
   const { currentStep, totalSteps, previousStep } = useStep();
 
+  useEffect(() => {
+    return () => {
+      const { meta } = getValues();
+      setSubjectFormFields(meta.subject, meta.message);
+    };
+  }, [getValues, setSubjectFormFields]);
+
   return (
     <>
       <DocumentFlowFormContainerHeader

packages/ui/primitives/popover.tsx

@@ -30,66 +30,4 @@ const PopoverContent = React.forwardRef<
 
 PopoverContent.displayName = PopoverPrimitive.Content.displayName;
 
-type PopoverHoverProps = {
+export { Popover, PopoverTrigger, PopoverContent };
-  trigger: React.ReactNode;
-  children: React.ReactNode;
-  contentProps?: React.ComponentPropsWithoutRef<typeof PopoverContent>;
-};
-
-const PopoverHover = ({ trigger, children, contentProps }: PopoverHoverProps) => {
-  const [open, setOpen] = React.useState(false);
-
-  const isControlled = React.useRef(false);
-  const isMouseOver = React.useRef<boolean>(false);
-
-  const onMouseEnter = () => {
-    isMouseOver.current = true;
-
-    if (isControlled.current) {
-      return;
-    }
-
-    setOpen(true);
-  };
-
-  const onMouseLeave = () => {
-    isMouseOver.current = false;
-
-    if (isControlled.current) {
-      return;
-    }
-
-    setTimeout(() => {
-      setOpen(isMouseOver.current);
-    }, 200);
-  };
-
-  const onOpenChange = (newOpen: boolean) => {
-    isControlled.current = newOpen;
-
-    setOpen(newOpen);
-  };
-
-  return (
-    <Popover open={open} onOpenChange={onOpenChange}>
-      <PopoverTrigger
-        className="flex cursor-pointer outline-none"
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-      >
-        {trigger}
-      </PopoverTrigger>
-
-      <PopoverContent
-        side="top"
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-        {...contentProps}
-      >
-        {children}
-      </PopoverContent>
-    </Popover>
-  );
-};
-
-export { Popover, PopoverTrigger, PopoverContent, PopoverHover };

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx

@@ -1,25 +1,20 @@
 'use client';
 
-import React, { useId, useMemo, useState } from 'react';
+import React, { useId, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { motion } from 'framer-motion';
+import { AnimatePresence, motion } from 'framer-motion';
-import { Plus, Trash } from 'lucide-react';
+import { InfoIcon, Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { useFieldArray, useForm } from 'react-hook-form';
+import { Controller, useFieldArray, useForm } from 'react-hook-form';
 
-import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
 import { type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
-import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
-import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
-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 { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
 import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
 
-import { Checkbox } from '../checkbox';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -27,8 +22,10 @@ import {
   DocumentFlowFormContainerStep,
 } from '../document-flow/document-flow-root';
 import type { DocumentFlowStep } from '../document-flow/types';
-import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
+import { ROLE_ICONS } from '../recipient-role-icons';
+import { Select, SelectContent, SelectItem, SelectTrigger } from '../select';
 import { useStep } from '../stepper';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 
@@ -36,29 +33,30 @@ export type AddTemplatePlaceholderRecipientsFormProps = {
   documentFlow: DocumentFlowStep;
   recipients: Recipient[];
   fields: Field[];
-  isTemplateOwnerEnterprise: boolean;
   onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
 };
 
 export const AddTemplatePlaceholderRecipientsFormPartial = ({
   documentFlow,
-  isTemplateOwnerEnterprise,
   recipients,
   fields: _fields,
   onSubmit,
 }: AddTemplatePlaceholderRecipientsFormProps) => {
   const initialId = useId();
   const { data: session } = useSession();
-
   const user = session?.user;
-
   const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() =>
     recipients.length > 1 ? recipients.length + 1 : 2,
   );
 
   const { currentStep, totalSteps, previousStep } = useStep();
 
-  const form = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
+  const {
+    control,
+    handleSubmit,
+    getValues,
+    formState: { errors, isSubmitting },
+  } = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
     resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema),
     defaultValues: {
       signers:
@@ -69,8 +67,6 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
               name: recipient.name,
               email: recipient.email,
               role: recipient.role,
-              actionAuth:
-                ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
             }))
           : [
               {
@@ -78,33 +74,12 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                 name: `Recipient 1`,
                 email: `recipient.1@documenso.com`,
                 role: RecipientRole.SIGNER,
-                actionAuth: undefined,
               },
             ],
     },
   });
 
-  // Always show advanced settings if any recipient has auth options.
+  const onFormSubmit = handleSubmit(onSubmit);
-  const alwaysShowAdvancedSettings = useMemo(() => {
-    const recipientHasAuthOptions = recipients.find((recipient) => {
-      const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
-
-      return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth;
-    });
-
-    const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth);
-
-    return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
-  }, [recipients, form]);
-
-  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
-
-  const {
-    formState: { errors, isSubmitting },
-    control,
-  } = form;
-
-  const onFormSubmit = form.handleSubmit(onSubmit);
 
   const {
     append: appendSigner,
@@ -127,9 +102,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   const onAddPlaceholderRecipient = () => {
     appendSigner({
       formId: nanoid(12),
-      // Update TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX if this is ever changed.
       name: `Recipient ${placeholderRecipientCount}`,
-      // Update TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX if this is ever changed.
       email: `recipient.${placeholderRecipientCount}@documenso.com`,
       role: RecipientRole.SIGNER,
     });
@@ -144,118 +117,150 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   return (
     <>
       <DocumentFlowFormContainerContent>
-        <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
+        <div className="flex w-full flex-col gap-y-4">
-          <Form {...form}>
+          <AnimatePresence>
-            <div className="flex w-full flex-col gap-y-2">
             {signers.map((signer, index) => (
-                <motion.fieldset
+              <motion.div
                 key={signer.id}
                 data-native-id={signer.nativeId}
-                  disabled={isSubmitting}
+                className="flex flex-wrap items-end gap-x-4"
-                  className={cn('grid grid-cols-8 gap-4 pb-4', {
-                    'border-b pt-2': showAdvancedSettings,
-                  })}
               >
-                  <FormField
+                <div className="flex-1">
-                    control={form.control}
+                  <Label htmlFor={`signer-${signer.id}-email`}>Email</Label>
-                    name={`signers.${index}.email`}
-                    render={({ field }) => (
-                      <FormItem
-                        className={cn('relative', {
-                          'col-span-3': !showAdvancedSettings,
-                          'col-span-4': showAdvancedSettings,
-                        })}
-                      >
-                        {!showAdvancedSettings && index === 0 && (
-                          <FormLabel required>Email</FormLabel>
-                        )}
 
-                        <FormControl>
                   <Input
+                    id={`signer-${signer.id}-email`}
                     type="email"
-                            placeholder="Email"
+                    value={signer.email}
-                            {...field}
+                    disabled
-                            disabled={isSubmitting || signers[index].email === user?.email}
+                    className="bg-background mt-2"
                   />
-                        </FormControl>
+                </div>
 
-                        <FormMessage />
+                <div className="flex-1">
-                      </FormItem>
+                  <Label htmlFor={`signer-${signer.id}-name`}>Name</Label>
-                    )}
-                  />
 
-                  <FormField
-                    control={form.control}
-                    name={`signers.${index}.name`}
-                    render={({ field }) => (
-                      <FormItem
-                        className={cn({
-                          'col-span-3': !showAdvancedSettings,
-                          'col-span-4': showAdvancedSettings,
-                        })}
-                      >
-                        {!showAdvancedSettings && index === 0 && <FormLabel>Name</FormLabel>}
-
-                        <FormControl>
                   <Input
-                            placeholder="Name"
+                    id={`signer-${signer.id}-name`}
-                            {...field}
+                    type="text"
-                            disabled={isSubmitting || signers[index].email === user?.email}
+                    value={signer.name}
+                    disabled
+                    className="bg-background mt-2"
                   />
-                        </FormControl>
+                </div>
 
-                        <FormMessage />
+                <div className="w-[60px]">
-                      </FormItem>
+                  <Controller
-                    )}
+                    control={control}
-                  />
-
-                  {showAdvancedSettings && isTemplateOwnerEnterprise && (
-                    <FormField
-                      control={form.control}
-                      name={`signers.${index}.actionAuth`}
-                      render={({ field }) => (
-                        <FormItem className="col-span-6">
-                          <FormControl>
-                            <RecipientActionAuthSelect
-                              {...field}
-                              onValueChange={field.onChange}
-                              disabled={isSubmitting}
-                            />
-                          </FormControl>
-
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
-                  )}
-
-                  <FormField
                     name={`signers.${index}.role`}
-                    render={({ field }) => (
+                    render={({ field: { value, onChange } }) => (
-                      <FormItem className="col-span-1 mt-auto">
+                      <Select value={value} onValueChange={(x) => onChange(x)}>
-                        <FormControl>
+                        <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
-                          <RecipientRoleSelect
-                            {...field}
-                            onValueChange={field.onChange}
-                            disabled={isSubmitting}
-                          />
-                        </FormControl>
 
-                        <FormMessage />
+                        <SelectContent className="" align="end">
-                      </FormItem>
+                          <SelectItem value={RecipientRole.SIGNER}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                                Needs to sign
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to sign the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+
+                          <SelectItem value={RecipientRole.APPROVER}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                                Needs to approve
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to approve the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+
+                          <SelectItem value={RecipientRole.VIEWER}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                Needs to view
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to view the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+
+                          <SelectItem value={RecipientRole.CC}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                Receives copy
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is not required to take any action and receives a
+                                    copy of the document after it is completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
                     )}
                   />
+                </div>
 
+                <div>
                   <button
                     type="button"
-                    className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    className="inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
                     disabled={isSubmitting || signers.length === 1}
                     onClick={() => onRemoveSigner(index)}
                   >
                     <Trash className="h-5 w-5" />
                   </button>
-                </motion.fieldset>
+                </div>
+
+                <div className="w-full">
+                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.email} />
+                  <FormErrorMessage className="mt-2" error={errors.signers?.[index]?.name} />
+                </div>
+              </motion.div>
             ))}
+          </AnimatePresence>
         </div>
 
         <FormErrorMessage
@@ -264,11 +269,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
           error={'signers__root' in errors && errors['signers__root']}
         />
 
-            <div
+        <div className="mt-4 flex flex-row items-center space-x-4">
-              className={cn('mt-2 flex flex-row items-center space-x-4', {
-                'mt-4': showAdvancedSettings,
-              })}
-            >
           <Button
             type="button"
             className="flex-1"
@@ -278,14 +279,11 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
             <Plus className="-ml-1 mr-2 h-5 w-5" />
             Add Placeholder Recipient
           </Button>
-
           <Button
             type="button"
             className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
-                variant="secondary"
             disabled={
-                  isSubmitting ||
+              isSubmitting || getValues('signers').some((signer) => signer.email === user?.email)
-                  form.getValues('signers').some((signer) => signer.email === user?.email)
             }
             onClick={() => onAddPlaceholderSelfRecipient()}
           >
@@ -293,27 +291,6 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
             Add Myself
           </Button>
         </div>
-
-            {!alwaysShowAdvancedSettings && isTemplateOwnerEnterprise && (
-              <div className="mt-4 flex flex-row items-center">
-                <Checkbox
-                  id="showAdvancedRecipientSettings"
-                  className="h-5 w-5"
-                  checkClassName="dark:text-white text-primary"
-                  checked={showAdvancedSettings}
-                  onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
-                />
-
-                <label
-                  className="text-muted-foreground ml-2 text-sm"
-                  htmlFor="showAdvancedRecipientSettings"
-                >
-                  Show advanced settings
-                </label>
-              </div>
-            )}
-          </Form>
-        </AnimateGenericFadeInOut>
       </DocumentFlowFormContainerContent>
 
       <DocumentFlowFormContainerFooter>

packages/ui/primitives/template-flow/add-template-placeholder-recipients.types.ts

@@ -1,8 +1,5 @@
 import { z } from 'zod';
 
-import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
-
-import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
 import { RecipientRole } from '.prisma/client';
 
 export const ZAddTemplatePlacholderRecipientsFormSchema = z
@@ -14,9 +11,6 @@ export const ZAddTemplatePlacholderRecipientsFormSchema = z
         email: z.string().min(1).email(),
         name: z.string(),
         role: z.nativeEnum(RecipientRole),
-        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
-          ZRecipientActionAuthTypesSchema.optional(),
-        ),
       }),
     ),
   })