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9 Commits

Author SHA1 Message Date
Catalin Pit ac51bc72ee Merge branch 'main' into feat/default-reset-button-document-preferences 2026-07-08 10:33:47 +03:00
roshboi 1b1e3d197b Add "Apply Your License Key" self-hosting guide (#3077)
Adds a dedicated self-hosting page documenting how to apply an
Enterprise license key, and cross-links it from the related docs.

New page: self-hosting/configuration/license.mdx — "Apply Your License
Key"
Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run /
.env tabs)
2026-07-08 16:11:49 +10:00
Lucas Smith a276e18e1f chore: upgrade deps (#3065) 2026-07-08 16:11:00 +10:00
Catalin Pit 6b81699cce chore: fix issues 2026-07-07 10:55:14 +03:00
Catalin Pit c849b8b017 chore: merged main 2026-07-07 10:32:29 +03:00
Catalin Pit 13e7084836 Merge branch 'main' into feat/default-reset-button-document-preferences 2026-06-29 10:11:25 +03:00
Catalin Pit d83572dd53 chore: simplify code 2026-06-29 10:07:38 +03:00
Catalin Pit 08e5acd0b2 chore: improve document preference form's default settings and reset functionality 2026-06-26 14:25:26 +03:00
Catalin Pit 1b55b3f7ea feat: add DocumentPreferencesResetDialog component 2026-06-26 14:21:44 +03:00
20 changed files with 2785 additions and 1743 deletions
@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
4. Restart your Documenso instance
5. Verify the license is active in the **Admin Panel** under the **Stats** section
See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
</Accordion>
</Accordions>
@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
1. Sign the Enterprise license agreement
2. Receive license key and access credentials
3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
4. Configure Enterprise features with support assistance
4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
</Step>
<Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.
## Related
- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
- [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
- [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
- [Support](/docs/policies/support) - Support channels and response times
@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
## Enterprise Features
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
| Variable | Description |
| ------------------------------------ | ------------------------------------------------ |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
| `NEXT_PRIVATE_STRIPE_API_KEY` | Stripe API key for billing |
| `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret |
| `NEXT_PRIVATE_SES_ACCESS_KEY_ID` | AWS SES access key for email domain verification |
@@ -0,0 +1,107 @@
---
title: Apply Your License Key
description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
<Callout type="info">
The license key applies to your **whole instance**, not an individual user account. There's one
key per deployment.
</Callout>
## Prerequisites
- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
- A running self-hosted Documenso instance that you're able to restart
## Step 1: Set the environment variable
Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
<Tabs items={['Docker Compose', 'docker run', '.env']}>
<Tab value="Docker Compose">
Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
Then apply it:
```bash
docker compose up -d
```
</Tab>
<Tab value="docker run">
```bash
docker run -d \
--name documenso \
-e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
documenso/documenso:latest
```
</Tab>
<Tab value=".env">
If you're running Documenso directly (not in a container), add the variable to your `.env` file:
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
</Tab>
</Tabs>
## Step 2: Restart the instance
The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
```bash
# Docker Compose
docker compose restart documenso
# Docker
docker restart documenso
```
On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
## What the license enables
A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="Enterprise features are still unavailable after applying the key">
- Confirm the key is present in the environment the running process actually reads — `docker
exec` into the container and check `env | grep LICENSE` if unsure.
- Confirm the instance was fully restarted after the variable was set, not just reloaded.
- Re-copy the key to rule out truncation or accidental whitespace.
</Accordion>
<Accordion title="A specific feature still isn't working">
Instance-wide features (like CSC signing) also need their own configuration — an active license
alone isn't enough. Check that feature's guide to confirm the required settings are in place.
Per-organisation features additionally need to be provisioned for the organisation that's using
them.
</Accordion>
</Accordions>
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,6 +2,7 @@
"title": "Configuration",
"pages": [
"environment",
"license",
"database",
"email",
"storage",
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
### Enterprise Edition license
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
</Step>
<Step>
@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
---
@@ -0,0 +1,140 @@
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Trans } from '@lingui/react/macro';
import { useState } from 'react';
export type DocumentPreferencesResetDialogProps = {
disabled?: boolean;
isSubmitting: boolean;
onReset: () => Promise<void>;
showAiFeatures?: boolean;
showDocumentVisibility?: boolean;
showIncludeSenderDetails?: boolean;
};
export const DocumentPreferencesResetDialog = ({
disabled = false,
isSubmitting,
onReset,
showAiFeatures = false,
showDocumentVisibility = false,
showIncludeSenderDetails = false,
}: DocumentPreferencesResetDialogProps) => {
const [open, setOpen] = useState(false);
const [isResetting, setIsResetting] = useState(false);
const isLoading = isSubmitting || isResetting;
const handleResetToDefaults = async () => {
setIsResetting(true);
try {
await onReset();
setOpen(false);
} finally {
setIsResetting(false);
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
<DialogTrigger asChild>
<Button variant="destructive" type="button" size="sm" disabled={disabled || isLoading}>
<Trans>Reset to defaults</Trans>
</Button>
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Reset document preferences</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
This will reset all document preferences to their default values and save the changes immediately.
</Trans>
</DialogDescription>
</DialogHeader>
<Alert variant="warning">
<AlertDescription>
<p>
<Trans>Once confirmed, the following will be reset:</Trans>
</p>
<ul className="mt-0.5 list-inside list-disc">
{showDocumentVisibility && (
<li>
<Trans>Default document visibility</Trans>
</li>
)}
<li>
<Trans>Default document language</Trans>
</li>
<li>
<Trans>Default date format</Trans>
</li>
<li>
<Trans>Default time zone</Trans>
</li>
<li>
<Trans>Default signature settings</Trans>
</li>
{showIncludeSenderDetails && (
<li>
<Trans>Send on behalf of team</Trans>
</li>
)}
<li>
<Trans>Include the signing certificate in the document</Trans>
</li>
<li>
<Trans>Include the audit logs in the document</Trans>
</li>
<li>
<Trans>Default recipients</Trans>
</li>
<li>
<Trans>Delegate document ownership</Trans>
</li>
<li>
<Trans>Default envelope expiration</Trans>
</li>
<li>
<Trans>Default signing reminders</Trans>
</li>
{showAiFeatures && (
<li>
<Trans>AI features</Trans>
</li>
)}
</ul>
</AlertDescription>
</Alert>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isLoading}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
<Trans>Reset to defaults</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -1,241 +0,0 @@
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { useEffect, useState } from 'react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import type { z } from 'zod';
import { useCurrentTeam } from '~/providers/team';
const NEVER_EXPIRE = 'NEVER' as const;
export const EXPIRATION_DATES = {
ONE_WEEK: msg`7 days`,
ONE_MONTH: msg`1 month`,
THREE_MONTHS: msg`3 months`,
SIX_MONTHS: msg`6 months`,
ONE_YEAR: msg`12 months`,
[NEVER_EXPIRE]: msg`Never`,
} as const;
const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
tokenName: true,
expirationDate: true,
});
type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
export type TokenCreateDialogProps = {
trigger?: React.ReactNode;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const team = useCurrentTeam();
const [open, setOpen] = useState(false);
const [createdToken, setCreatedToken] = useState<string | null>(null);
const form = useForm<TCreateTokenFormSchema>({
resolver: zodResolver(ZCreateTokenFormSchema),
defaultValues: {
tokenName: '',
expirationDate: 'THREE_MONTHS',
},
});
const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
try {
const { token } = await createToken({
teamId: team.id,
tokenName,
expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
});
setCreatedToken(token);
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
.otherwise(() => msg`Something went wrong. Please try again later.`);
toast({
title: _(msg`An error occurred`),
description: _(errorMessage),
variant: 'destructive',
duration: 5000,
});
}
};
useEffect(() => {
if (open) {
form.reset();
setCreatedToken(null);
}
}, [open, form]);
return (
<Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
{trigger ?? (
<Button className="flex-shrink-0">
<Trans>Create token</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent className="max-w-lg" position="center">
{createdToken ? (
<>
<DialogHeader>
<DialogTitle>
<Trans>Token created</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
</DialogDescription>
</DialogHeader>
<div className="relative">
<Input
className="pr-12 font-mono text-sm"
aria-label={_(msg`Your new API token`)}
name="createdToken"
readOnly
value={createdToken}
/>
<div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
<CopyTextButton
value={createdToken}
onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
/>
</div>
</div>
<DialogFooter>
<Button type="button" onClick={() => setOpen(false)}>
<Trans>Done</Trans>
</Button>
</DialogFooter>
</>
) : (
<>
<DialogHeader>
<DialogTitle>
<Trans>Create API token</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Use API tokens to authenticate with the Documenso API.</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)}>
<fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="tokenName"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Name</Trans>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} />
</FormControl>
<FormDescription>
<Trans>A name to help you identify this token later.</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="expirationDate"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Expires in</Trans>
</FormLabel>
<FormControl>
<Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{Object.entries(EXPIRATION_DATES).map(([key, date]) => (
<SelectItem key={key} value={key}>
{_(date)}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</>
)}
</DialogContent>
</Dialog>
);
};
@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Delete token</Trans>
<Trans>Are you sure you want to delete this token?</Trans>
</DialogTitle>
<DialogDescription>
@@ -139,18 +139,21 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<div className="flex w-full flex-nowrap gap-4">
<Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
variant="destructive"
disabled={!form.formState.isValid}
loading={form.formState.isSubmitting}
>
<Trans>Delete</Trans>
</Button>
<Button
type="submit"
variant="destructive"
className="flex-1"
disabled={!form.formState.isValid}
loading={form.formState.isSubmitting}
>
<Trans>I'm sure! Delete it</Trans>
</Button>
</div>
</DialogFooter>
</fieldset>
</form>
@@ -11,10 +11,10 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
@@ -37,11 +37,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg, t } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { TeamGlobalSettings } from '@prisma/client';
import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
import { useOptionalCurrentTeam } from '~/providers/team';
import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
@@ -93,6 +93,26 @@ export type DocumentPreferencesFormProps = {
onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
};
const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
return {
documentVisibility: settings.documentVisibility,
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
documentTimezone: settings.documentTimezone,
documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
includeSenderDetails: settings.includeSenderDetails,
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
};
};
export const DocumentPreferencesForm = ({
settings,
onFormSubmit,
@@ -113,7 +133,7 @@ export const DocumentPreferencesForm = ({
documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
documentTimezone: z.string().nullable(),
documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
includeSenderDetails: z.boolean().nullable(),
includeSigningCertificate: z.boolean().nullable(),
includeAuditLog: z.boolean().nullable(),
@@ -127,26 +147,27 @@ export const DocumentPreferencesForm = ({
reminderSettings: ZEnvelopeReminderSettings.nullable(),
});
const defaultValues = getDocumentPreferencesFormValues(settings);
const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
const resetValues = {
...baseResetValues,
aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
};
const form = useForm<TDocumentPreferencesFormSchema>({
defaultValues: {
documentVisibility: settings.documentVisibility,
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
documentTimezone: settings.documentTimezone,
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
includeSenderDetails: settings.includeSenderDetails,
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
},
defaultValues,
resolver: zodResolver(ZDocumentPreferencesFormSchema),
});
const currentValues = form.watch();
const isResetDisabled = !form.formState.isDirty && JSON.stringify(currentValues) === JSON.stringify(resetValues);
const handleResetToDefaults = async () => {
await onFormSubmit(resetValues);
form.reset(resetValues);
};
const handleFormSubmit = form.handleSubmit(async (data) => {
try {
await onFormSubmit(data);
@@ -772,6 +793,16 @@ export const DocumentPreferencesForm = ({
isDirty={form.formState.isDirty}
isSubmitting={form.formState.isSubmitting}
onReset={() => form.reset()}
resetToDefaults={
<DocumentPreferencesResetDialog
disabled={isResetDisabled}
isSubmitting={form.formState.isSubmitting}
onReset={handleResetToDefaults}
showAiFeatures={isAiFeaturesConfigured}
showDocumentVisibility={!isPersonalLayoutMode}
showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
/>
}
/>
</fieldset>
</form>
@@ -3,12 +3,17 @@ import { Button } from '@documenso/ui/primitives/button';
import { Trans, useLingui } from '@lingui/react/macro';
import { AnimatePresence, motion } from 'framer-motion';
import { AlertTriangleIcon } from 'lucide-react';
import { useEffect, useRef, useState } from 'react';
import { type ReactNode, useEffect, useRef, useState } from 'react';
export type FormStickySaveBarProps = {
isDirty: boolean;
isSubmitting: boolean;
onReset: () => void;
/**
* Slot for a "reset to defaults" action, rendered after the Save button. Only shown
* while the form is unchanged so it never competes with the Undo/unsaved-changes UI.
*/
resetToDefaults?: ReactNode;
};
/**
@@ -24,7 +29,7 @@ export type FormStickySaveBarProps = {
* shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
* the pill chrome.
*/
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
const { t } = useLingui();
const sentinelRef = useRef<HTMLDivElement>(null);
@@ -109,6 +114,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
<Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
<Trans>Save changes</Trans>
</Button>
{!isDirty && resetToDefaults}
</div>
</div>
+254
View File
@@ -0,0 +1,254 @@
import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import {
Form,
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { Switch } from '@documenso/ui/primitives/switch';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { ApiToken } from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
import { useState } from 'react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import type { z } from 'zod';
import { useCurrentTeam } from '~/providers/team';
export const EXPIRATION_DATES = {
ONE_WEEK: msg`7 days`,
ONE_MONTH: msg`1 month`,
THREE_MONTHS: msg`3 months`,
SIX_MONTHS: msg`6 months`,
ONE_YEAR: msg`12 months`,
} as const;
const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
tokenName: true,
expirationDate: true,
});
type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
type NewlyCreatedToken = {
id: number;
token: string;
};
export type ApiTokenFormProps = {
className?: string;
tokens?: Pick<ApiToken, 'id'>[];
};
export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
const [, copy] = useCopyToClipboard();
const team = useCurrentTeam();
const { _ } = useLingui();
const { toast } = useToast();
const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
const [noExpirationDate, setNoExpirationDate] = useState(false);
const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
onSuccess(data) {
setNewlyCreatedToken(data);
},
});
const form = useForm<TCreateTokenFormSchema>({
resolver: zodResolver(ZCreateTokenFormSchema),
defaultValues: {
tokenName: '',
expirationDate: '',
},
});
const copyToken = async (token: string) => {
try {
const copied = await copy(token);
if (!copied) {
throw new Error('Unable to copy the token');
}
toast({
title: _(msg`Token copied to clipboard`),
description: _(msg`The token was copied to your clipboard.`),
});
} catch (error) {
toast({
title: _(msg`Unable to copy token`),
description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
variant: 'destructive',
});
}
};
const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
try {
await createTokenMutation({
teamId: team.id,
tokenName,
expirationDate: noExpirationDate ? null : expirationDate,
});
toast({
title: _(msg`Token created`),
description: _(msg`A new token was created successfully.`),
duration: 5000,
});
form.reset();
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
.otherwise(() => msg`Something went wrong. Please try again later.`);
toast({
title: _(msg`An error occurred`),
description: _(errorMessage),
variant: 'destructive',
duration: 5000,
});
}
};
return (
<div className={cn(className)}>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)}>
<fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="tokenName"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="text-muted-foreground">
<Trans>Token name</Trans>
</FormLabel>
<div className="flex items-center gap-x-4">
<FormControl className="flex-1">
<Input type="text" {...field} />
</FormControl>
</div>
<FormDescription className="text-xs italic">
<Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<div className="flex flex-col gap-4 md:flex-row">
<FormField
control={form.control}
name="expirationDate"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="text-muted-foreground">
<Trans>Token expiration date</Trans>
</FormLabel>
<div className="flex items-center gap-x-4">
<FormControl className="flex-1">
<Select onValueChange={field.onChange} disabled={noExpirationDate}>
<SelectTrigger className="w-full">
<SelectValue placeholder={_(msg`Choose...`)} />
</SelectTrigger>
<SelectContent>
{Object.entries(EXPIRATION_DATES).map(([key, date]) => (
<SelectItem key={key} value={key}>
{_(date)}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
</div>
<FormMessage />
</FormItem>
)}
/>
<div>
<FormLabel className="mt-2 text-muted-foreground">
<Trans>Never expire</Trans>
</FormLabel>
<div className="block md:py-1.5">
<Switch
className="mt-2 bg-background"
checked={noExpirationDate}
onCheckedChange={setNoExpirationDate}
/>
</div>
</div>
</div>
<Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
<div className="md:hidden">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Create token</Trans>
</Button>
</div>
</fieldset>
</form>
</Form>
<AnimatePresence>
{newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
<motion.div
className="mt-8"
initial={{ opacity: 0, y: -40 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: 40 }}
>
<Card gradient>
<CardContent className="p-4">
<p className="mt-2 text-muted-foreground text-sm">
<Trans>
Your token was created successfully! Make sure to copy it because you won't be able to see it again!
</Trans>
</p>
<p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
{newlyCreatedToken.token}
</p>
<Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
<Trans>Copy token</Trans>
</Button>
</CardContent>
</Card>
</motion.div>
)}
</AnimatePresence>
</div>
);
};
@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
delegateDocumentOwnership: delegateDocumentOwnership,
delegateDocumentOwnership,
aiFeaturesEnabled,
envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
reminderSettings: reminderSettings ?? undefined,
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
}),
delegateDocumentOwnership: delegateDocumentOwnership,
delegateDocumentOwnership,
},
});
@@ -1,18 +1,14 @@
import { trpc } from '@documenso/trpc/react';
import type { TGetApiTokensResponse } from '@documenso/trpc/server/api-token-router/get-api-tokens.types';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import { DataTable, type DataTableColumnDef } from '@documenso/ui/primitives/data-table';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
import { TableCell } from '@documenso/ui/primitives/table';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { TeamMemberRole } from '@prisma/client';
import { useMemo } from 'react';
import { DateTime } from 'luxon';
import { TokenCreateDialog } from '~/components/dialogs/token-create-dialog';
import TokenDeleteDialog from '~/components/dialogs/token-delete-dialog';
import { ApiTokenForm } from '~/components/forms/token';
import { SettingsHeader } from '~/components/general/settings-header';
import { useOptionalCurrentTeam } from '~/providers/team';
import { appMetaTags } from '~/utils/meta';
@@ -22,88 +18,33 @@ export function meta() {
}
export default function ApiTokensPage() {
const { t, i18n } = useLingui();
const { i18n } = useLingui();
const { data: tokens } = trpc.apiToken.getMany.useQuery();
const team = useOptionalCurrentTeam();
const isUnauthorized = !!team && team.currentTeamRole !== TeamMemberRole.ADMIN;
const {
data: tokens,
isLoading,
isError,
} = trpc.apiToken.getMany.useQuery(undefined, {
enabled: !isUnauthorized,
});
const columns = useMemo(() => {
return [
{
header: t`Name`,
cell: ({ row }) => <span className="font-medium text-foreground">{row.original.name}</span>,
},
{
header: t`Created`,
cell: ({ row }) => i18n.date(row.original.createdAt),
},
{
header: t`Expires`,
cell: ({ row }) => {
if (!row.original.expires) {
return (
<span className="text-muted-foreground">
<Trans>Never</Trans>
</span>
);
}
if (row.original.expires < new Date()) {
return (
<Badge variant="destructive" size="small">
<Trans>Expired</Trans>
</Badge>
);
}
return i18n.date(row.original.expires);
},
},
{
header: t`Actions`,
cell: ({ row }) => (
<TokenDeleteDialog token={row.original}>
<Button variant="destructive">
<Trans>Delete</Trans>
</Button>
</TokenDeleteDialog>
),
},
] satisfies DataTableColumnDef<TGetApiTokensResponse[number]>[];
}, []);
return (
<div>
<SettingsHeader
title={<Trans>API Tokens</Trans>}
subtitle={
<Trans>
Create and manage API tokens. See our{' '}
On this page, you can create and manage API tokens. See our{' '}
<a
className="text-primary underline"
href={'https://docs.documenso.com/developers/public-api'}
target="_blank"
rel="noopener"
>
documentation
Documentation
</a>{' '}
for more information.
</Trans>
}
>
{!isUnauthorized && <TokenCreateDialog />}
</SettingsHeader>
/>
{isUnauthorized ? (
{team && team?.currentTeamRole !== TeamMemberRole.ADMIN ? (
<Alert className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row" variant="warning">
<div>
<AlertTitle>
@@ -115,43 +56,58 @@ export default function ApiTokensPage() {
</div>
</Alert>
) : (
<DataTable
columns={columns}
data={tokens ?? []}
perPage={0}
currentPage={0}
totalPages={0}
error={{
enable: isError,
}}
emptyState={
<div className="flex h-60 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
<p>
<Trans>You have no API tokens yet. Your tokens will be shown here once you create them.</Trans>
<>
<ApiTokenForm className="max-w-xl" tokens={tokens} />
<hr className="mt-8 mb-4" />
<h4 className="font-medium text-xl">
<Trans>Your existing tokens</Trans>
</h4>
{tokens && tokens.length === 0 && (
<div className="mb-4">
<p className="mt-2 text-muted-foreground text-sm italic">
<Trans>Your tokens will be shown here once you create them.</Trans>
</p>
</div>
}
skeleton={{
enable: isLoading,
rows: 3,
component: (
<>
<TableCell>
<Skeleton className="h-4 w-24 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-16 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-16 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-12 rounded-full" />
</TableCell>
</>
),
}}
/>
)}
{tokens && tokens.length > 0 && (
<div className="mt-4 flex max-w-xl flex-col gap-y-4">
{tokens.map((token) => (
<div key={token.id} className="rounded-lg border border-border p-4">
<div className="flex items-center justify-between gap-x-4">
<div>
<h5 className="text-base">{token.name}</h5>
<p className="mt-2 text-muted-foreground text-xs">
<Trans>Created on {i18n.date(token.createdAt, DateTime.DATETIME_FULL)}</Trans>
</p>
{token.expires ? (
<p className="mt-1 text-muted-foreground text-xs">
<Trans>Expires on {i18n.date(token.expires, DateTime.DATETIME_FULL)}</Trans>
</p>
) : (
<p className="mt-1 text-muted-foreground text-xs">
<Trans>Token doesn't have an expiration date</Trans>
</p>
)}
</div>
<div>
<TokenDeleteDialog token={token}>
<Button variant="destructive">
<Trans>Delete</Trans>
</Button>
</TokenDeleteDialog>
</div>
</div>
</div>
))}
</div>
)}
</>
)}
</div>
);
+4 -4
View File
@@ -36,8 +36,8 @@
"@lingui/react": "^5.6.0",
"@oslojs/crypto": "^1.0.1",
"@oslojs/encoding": "^1.1.0",
"@react-router/node": "^7.12.0",
"@react-router/serve": "^7.12.0",
"@react-router/node": "^7.18.1",
"@react-router/serve": "^7.18.1",
"@simplewebauthn/browser": "^13.2.2",
"@simplewebauthn/server": "^13.2.2",
"@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
"@babel/preset-typescript": "^7.28.5",
"@lingui/babel-plugin-lingui-macro": "^5.6.0",
"@lingui/vite-plugin": "^5.6.0",
"@react-router/dev": "^7.12.0",
"@react-router/remix-routes-option-adapter": "^7.12.0",
"@react-router/dev": "^7.18.1",
"@react-router/remix-routes-option-adapter": "^7.18.1",
"@rollup/plugin-babel": "^6.1.0",
"@rollup/plugin-commonjs": "^28.0.9",
"@rollup/plugin-json": "^6.1.0",
+2048 -1264
View File
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+1 -1
View File
@@ -41,7 +41,7 @@ const AlertDialogContent = React.forwardRef<
<AlertDialogPrimitive.Content
ref={ref}
className={cn(
'fade-in-90 slide-in-from-bottom-10 sm:zoom-in-90 sm:slide-in-from-bottom-0 fixed z-50 grid w-full max-w-lg scale-100 animate-in gap-4 border bg-background p-6 opacity-100 shadow-lg focus:outline-none sm:rounded-lg md:w-full',
'fade-in-90 slide-in-from-bottom-10 sm:zoom-in-90 sm:slide-in-from-bottom-0 fixed z-50 grid w-full max-w-lg scale-100 animate-in gap-4 border bg-background p-6 opacity-100 shadow-lg sm:rounded-lg md:w-full',
className,
)}
{...props}
+1 -1
View File
@@ -61,7 +61,7 @@ const DialogContent = React.forwardRef<
<DialogPrimitive.Content
ref={ref}
className={cn(
'data-[state=open]:fade-in-90 data-[state=open]:slide-in-from-bottom-10 sm:zoom-in-90 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full animate-in gap-4 border bg-background p-6 shadow-lg focus:outline-none sm:max-w-lg sm:rounded-lg',
'data-[state=open]:fade-in-90 data-[state=open]:slide-in-from-bottom-10 sm:zoom-in-90 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full animate-in gap-4 border bg-background p-6 shadow-lg sm:max-w-lg sm:rounded-lg',
{
'rounded-b-xl': position === 'start',
'rounded-t-xl': position === 'end',
+81 -84
View File
@@ -49,93 +49,90 @@ const SheetOverlay = React.forwardRef<
SheetOverlay.displayName = SheetPrimitive.Overlay.displayName;
const sheetVariants = cva(
'fixed z-[61] scale-100 gap-4 border bg-background p-6 opacity-100 shadow-lg focus:outline-none',
{
variants: {
position: {
top: 'animate-in slide-in-from-top w-full duration-300',
bottom: 'animate-in slide-in-from-bottom w-full duration-300',
left: 'animate-in slide-in-from-left h-full duration-300',
right: 'animate-in slide-in-from-right h-full duration-300',
},
size: {
content: '',
default: '',
sm: '',
lg: '',
xl: '',
full: '',
},
const sheetVariants = cva('fixed z-[61] scale-100 gap-4 bg-background p-6 opacity-100 shadow-lg border', {
variants: {
position: {
top: 'animate-in slide-in-from-top w-full duration-300',
bottom: 'animate-in slide-in-from-bottom w-full duration-300',
left: 'animate-in slide-in-from-left h-full duration-300',
right: 'animate-in slide-in-from-right h-full duration-300',
},
compoundVariants: [
{
position: ['top', 'bottom'],
size: 'content',
class: 'max-h-screen',
},
{
position: ['top', 'bottom'],
size: 'default',
class: 'h-1/3',
},
{
position: ['top', 'bottom'],
size: 'sm',
class: 'h-1/4',
},
{
position: ['top', 'bottom'],
size: 'lg',
class: 'h-1/2',
},
{
position: ['top', 'bottom'],
size: 'xl',
class: 'h-5/6',
},
{
position: ['top', 'bottom'],
size: 'full',
class: 'h-screen',
},
{
position: ['right', 'left'],
size: 'content',
class: 'max-w-screen',
},
{
position: ['right', 'left'],
size: 'default',
class: 'w-1/3',
},
{
position: ['right', 'left'],
size: 'sm',
class: 'w-1/4',
},
{
position: ['right', 'left'],
size: 'lg',
class: 'w-1/2',
},
{
position: ['right', 'left'],
size: 'xl',
class: 'w-5/6',
},
{
position: ['right', 'left'],
size: 'full',
class: 'w-screen',
},
],
defaultVariants: {
position: 'right',
size: 'default',
size: {
content: '',
default: '',
sm: '',
lg: '',
xl: '',
full: '',
},
},
);
compoundVariants: [
{
position: ['top', 'bottom'],
size: 'content',
class: 'max-h-screen',
},
{
position: ['top', 'bottom'],
size: 'default',
class: 'h-1/3',
},
{
position: ['top', 'bottom'],
size: 'sm',
class: 'h-1/4',
},
{
position: ['top', 'bottom'],
size: 'lg',
class: 'h-1/2',
},
{
position: ['top', 'bottom'],
size: 'xl',
class: 'h-5/6',
},
{
position: ['top', 'bottom'],
size: 'full',
class: 'h-screen',
},
{
position: ['right', 'left'],
size: 'content',
class: 'max-w-screen',
},
{
position: ['right', 'left'],
size: 'default',
class: 'w-1/3',
},
{
position: ['right', 'left'],
size: 'sm',
class: 'w-1/4',
},
{
position: ['right', 'left'],
size: 'lg',
class: 'w-1/2',
},
{
position: ['right', 'left'],
size: 'xl',
class: 'w-5/6',
},
{
position: ['right', 'left'],
size: 'full',
class: 'w-screen',
},
],
defaultVariants: {
position: 'right',
size: 'default',
},
});
export interface DialogContentProps
extends React.ComponentPropsWithoutRef<typeof SheetPrimitive.Content>,