Merge remote-tracking branch 'origin/main' into pr-2468

# Conflicts:
#	packages/lib/types/document-audit-logs.ts
#	packages/lib/utils/document-audit-logs.ts
#	packages/prisma/schema.prisma

.agents/plans/wild-cyan-rock-support-for-external-2fa-codes.md

@@ -0,0 +1,289 @@
+---
+date: 2026-02-02
+title: Support For External 2fa Codes
+---
+
+## Objective
+
+Enable organizations to enforce a second factor for document signing while keeping delivery fully external (for example customer-owned SMS), with strong recipient/session binding and auditable controls.
+
+## Problem Context
+
+- Many legacy organizations still rely on SMS for second-factor delivery.
+- Their users cannot realistically migrate to authenticator apps or passkeys yet.
+- Operating first-party SMS infrastructure in Documenso is costly, risky, and outside core scope.
+- Customers need an API-first integration path that fits existing notification infrastructure and compliance controls.
+
+## Proposed Solution
+
+Introduce external 2FA codes for signing:
+
+1. A trusted backend service requests a one-time signing token via API.
+2. The customer delivers that token to the signer through their own existing channel (for example SMS).
+3. The signer enters the token in the signing flow.
+4. Documenso validates the submitted token, then issues a short-lived session-bound verification proof.
+5. Signature completion is allowed only when the proof is present and valid for that recipient signing session.
+
+## Decisions Captured In Interview
+
+- Enforcement scope: template-level default with per-recipient override.
+- Issuer trust boundary: scoped machine API keys with explicit permission.
+- Token lifecycle: newest token immediately revokes prior active token for same recipient/document.
+- Brute-force control: token-scoped hard attempt cap.
+- Security defaults: TTL 10 minutes, max 5 attempts.
+- Verification unlock: session-bound proof (not global recipient unlock).
+- Issuance contract: idempotent-ish reissue behavior with explicit structured denial reasons.
+- Audit privacy: never log token/code material; log identifiers and reason codes only.
+- Missing token at signing time: block with actionable state.
+- Rollback behavior: feature-flag off for new sessions only.
+- Resend/recovery in v1: support-owned reissue guidance only (no signer self-serve trigger).
+- Workspace policy controls in v1: no per-workspace TTL/attempt overrides.
+- Session proof TTL in v1: 10 minutes.
+
+## Scope
+
+### In Scope
+
+- API endpoint to issue short-lived signing 2FA tokens for eligible recipients.
+- Secure storage/verification mechanism (hashed token + expiry + attempt tracking).
+- Signing UI step to collect token before signature submission.
+- Standard operating flow: token is generated via API and entered by the recipient in the UI.
+- Verification endpoint/path integrated into signing completion checks.
+- Audit logging for token issuance and verification attempts.
+- Template policy defaults with per-recipient override support.
+- Session-bound verification proof issuance after successful code validation.
+- Feature-flagged rollout controls at workspace/organization scope.
+
+### Out of Scope
+
+- Native SMS sending/providers inside Documenso.
+- New authenticator/passkey implementation.
+- Cross-channel delivery guarantees (owned by customer infrastructure).
+- UI-only token generation as the primary flow in this phase.
+- Fully configurable TTL/attempt policy per workspace in v1.
+- Customer callback/webhook resend orchestration in v1.
+- Signer-triggered self-serve reissue controls in v1.
+
+## Functional Requirements
+
+- Token is recipient-bound and document/session-bound.
+- Token cannot be shared across recipients or recipient roles.
+- A recipient token only authorizes signature actions for that same recipient identity.
+- If the same human is represented by multiple recipient records, each recipient record still requires its own token.
+- Token has strict TTL of 10 minutes and single-use semantics.
+- Token verification fails on expiry, mismatch, too many attempts, or reuse.
+- Endpoint access is restricted to scoped API clients with explicit issuance permission.
+- Clear, localized user errors for invalid/expired tokens.
+- Max 5 verification attempts per token; on cap reached, token becomes unusable and signer must use a newly issued token.
+- Issuing a new token revokes any existing active token for the same recipient/document pair.
+- Successful verification creates a short-lived session-bound proof; only that session can complete signature.
+- If 2FA is required but no valid token has been issued yet, signing must be blocked with actionable guidance.
+
+## Non-Functional Requirements
+
+- Verification and consumption path must be atomic and race-safe under concurrent requests.
+- Error responses must use stable machine-readable reason codes for customer integrations.
+- p95 verification latency should remain within existing signing guardrail budget (target: <= 300 ms server-side).
+- Security controls and audit logging must not expose token/code values in logs, traces, or analytics payloads.
+
+## Policy Model
+
+- Default requirement is configured at template/workflow level.
+- Sender can override requirement per recipient before send.
+- Effective policy is materialized on recipient/document at send time to avoid template drift during in-flight signing.
+- Feature flag gates enforcement by workspace/organization for rollout and rollback.
+
+## API Contract
+
+### Token Issuance Endpoint
+
+- Auth: scoped API key with dedicated permission (for example `signing_2fa:issue`).
+- Input: recipient/document context and optional idempotency metadata.
+- Behavior:
+  - Eligible recipient: always issues a fresh token and revokes prior active token.
+  - Ineligible/forbidden state: returns structured 4xx with explicit reason code.
+  - Never returns previously generated plaintext token; token is visible exactly once at issuance.
+- Output:
+  - Plaintext token (single response only).
+  - Metadata for integration handling (expiresAt, ttlSeconds, attemptLimit, issuedAt).
+
+### Verification Endpoint
+
+- Input: token submission from signing UI bound to current signing session context.
+- Behavior:
+  - Valid token: atomically consumes token and issues session-bound verification proof.
+  - Invalid token: increments attempts and returns reason code.
+  - Expired/revoked/consumed/capped: returns denial reason without revealing sensitive internals.
+- Output:
+  - Success: verification state for current session.
+  - Failure: localized user-safe message + machine reason code.
+
+### Resend/Reissue Behavior (v1)
+
+- No signer-triggered callback/webhook or self-serve reissue endpoint in v1.
+- If token is missing/expired/revoked/capped, signer sees actionable guidance to contact sender/support.
+- Reissue remains an API-key-initiated operation from trusted customer backend only.
+
+### Suggested Reason Codes
+
+- `TWO_FA_NOT_REQUIRED`
+- `TWO_FA_NOT_ISSUED`
+- `TWO_FA_TOKEN_INVALID`
+- `TWO_FA_TOKEN_EXPIRED`
+- `TWO_FA_TOKEN_REVOKED`
+- `TWO_FA_TOKEN_CONSUMED`
+- `TWO_FA_ATTEMPT_LIMIT_REACHED`
+- `TWO_FA_ISSUER_FORBIDDEN`
+- `TWO_FA_RECIPIENT_INELIGIBLE`
+
+## Data Model
+
+Create `signing_two_factor_tokens` (name indicative):
+
+- `id`
+- `recipientId`
+- `documentId`
+- `tokenHash`
+- `tokenSalt` (or use KDF settings sufficient to avoid raw-secret recovery)
+- `expiresAt`
+- `consumedAt` nullable
+- `revokedAt` nullable
+- `attempts` default 0
+- `attemptLimit` default 5
+- `issuedByApiKeyId` (or actor reference)
+- `createdAt`
+
+Optional companion table/entity for session proof:
+
+- `signing_session_2fa_proofs`
+- `sessionId`
+- `recipientId`
+- `documentId`
+- `verifiedAt`
+- `expiresAt`
+
+Constraints and indexes:
+
+- Index on (`recipientId`, `documentId`, `expiresAt`).
+- At most one active token per (`recipientId`, `documentId`) enforced by transactional revoke-on-issue.
+- Guard against lost-update on attempts and consume via row lock or atomic update conditions.
+
+## Signing UX
+
+- Insert 2FA code step before signature commit when effective policy requires it.
+- UX states:
+  - Waiting for code input.
+  - Invalid code (remaining attempts shown where safe).
+  - Expired/revoked/attempt cap reached with clear next-step copy.
+  - Not issued yet state with actionable guidance.
+- Recovery copy in v1 must direct signer to sender/support (no in-product resend action).
+- Localization required for all user-facing errors.
+- Accessibility: input labeling, error announcement, keyboard submission, mobile-friendly numeric entry.
+- Session-bound proof behavior must be transparent to user (no global unlock across devices/tabs).
+
+## Security Requirements
+
+- Never persist plaintext token; store salted hash only.
+- Rate-limit issuance and verification attempts.
+- Invalidate previous active token immediately when a new token is issued.
+- Emit security/audit events with actor, recipient, document, timestamp, and reason codes.
+- Prevent token leakage in logs, telemetry, and error payloads.
+- Use constant-time comparison and hardened random token generation.
+- Enforce short proof lifetime for verified session to reduce replay window.
+- Set proof TTL to 10 minutes in v1.
+
+## Observability And Audit
+
+Emit events for:
+
+- `2fa_token_issued`
+- `2fa_token_issue_denied`
+- `2fa_token_verify_succeeded`
+- `2fa_token_verify_failed`
+- `2fa_token_consumed`
+- `2fa_token_revoked`
+
+Event fields:
+
+- `workspaceId`, `documentId`, `recipientId`
+- `actorType` (api_key, signer_session, system)
+- `actorId` (where applicable)
+- `reasonCode`
+- `ipHash`, `userAgentHash` (if available)
+- `timestamp`
+
+Metrics and alerts:
+
+- Issuance success/failure rates.
+- Verification success/failure rate split by reason code.
+- Attempt-limit-hit rate.
+- p95 verification latency.
+- Alert on unusual spikes in invalid attempts per recipient/document/workspace.
+
+## Implementation Plan
+
+1. Domain model
+   - Add signing 2FA token entity/table and session-proof persistence.
+2. Token issuance API
+   - Add authenticated route for scoped API keys; issue fresh token, revoke prior active.
+3. Verification logic
+   - Validate token state, increment attempts atomically, consume on success, mint session proof.
+4. Signing flow integration
+   - Add UI token prompt and backend guard requiring valid session proof.
+5. Observability
+   - Add reason-coded events and dashboards/alerts.
+6. Controls
+   - Add rate limits, attempt cap (5), revoke-on-reissue, and feature flag checks.
+7. Testing
+   - Unit tests for generation/verification edge cases.
+   - Integration tests for API and signing flow.
+   - Concurrency tests for double-submit and parallel verification.
+
+## Testing Matrix
+
+- Token issuance for eligible/ineligible recipients.
+- Reissue revokes previous token immediately.
+- Verification success path creates session-bound proof.
+- Verification fails on mismatch, expiry, revoked, consumed, cap reached.
+- Attempt counter increments correctly under concurrent requests.
+- Signature blocked when proof absent or expired.
+- Recipient A token rejected for recipient B (including same human/multiple recipient records).
+- Feature flag off: new sessions bypass external 2FA requirement.
+- Audit events emitted with expected reason codes and no token material.
+
+## Acceptance Criteria
+
+- External system can request a token for an eligible signer through API.
+- Signer cannot complete signing without valid token when policy requires 2FA.
+- A token issued for recipient A is always rejected for recipient B, including when both recipients map to the same underlying person.
+- Valid token allows signing exactly once within TTL.
+- Expired/reused/invalid tokens are rejected with clear errors.
+- No Documenso-owned SMS infrastructure is introduced.
+- Audit trail captures issuance and verification outcomes.
+- Default policy can be set at template level with per-recipient override at send time.
+- New token issuance revokes prior active token for same recipient/document.
+- Max 5 failed attempts per token is enforced.
+- Successful verification unlocks only the active signing session.
+- If no token has been issued yet, signer is blocked with actionable guidance.
+
+## Rollout Strategy
+
+- Ship behind feature flag (workspace-level or organization-level).
+- Enable first for pilot customers in regulated domains.
+- Monitor verification failure rates and support feedback.
+- Gradually expand availability once stable.
+- Rollback path: disable flag for new sessions only; preserve already verified in-flight sessions.
+
+## Risks and Mitigations
+
+- Brute-force attempts -> enforce attempt caps, lockouts, and rate limits.
+- Delivery delays in customer SMS systems -> allow controlled token re-issue.
+- Support burden from expiry confusion -> clear UX copy and resend guidance.
+- Concurrency race on consume/attempt updates -> use transactional atomic updates and dedicated tests.
+- Misconfigured API clients -> explicit permission scopes and structured denial reasons.
+- Forensic gaps vs privacy over-collection -> reason-coded audits with hashed network metadata only.
+
+## Open Questions
+
+- None for v1 scope.
+- v1.1 exploration candidate: customer-controlled signer-triggered callback/reissue flow with abuse protections.

.agents/plans/wild-indigo-wave-rejected-expired-recipient-filters.md

@@ -1,146 +0,0 @@
----
-date: 2026-05-28
-title: Rejected Expired Recipient Filters
----
-
-## Context
-
-Customers need to find (a) envelopes/documents in the `REJECTED` state and (b) envelopes
-with at least one recipient whose signing link has **expired**. Today the UI only exposes
-`INBOX / PENDING / COMPLETED / DRAFT / ALL` tabs, and the public API has no way to filter by
-expired recipient links — forcing a fetch-all-`PENDING`-then-inspect-each-recipient workaround.
-
-Two key facts from exploration shaped this plan:
-
-- **`REJECTED` is already fully wired in the backend** — the where-clause (`find-documents.ts`),
-  stats counts (`get-stats.ts`), tRPC response schema, `ExtendedDocumentStatus` enum, and the
-  `FRIENDLY_STATUS_MAP` display all handle it. It is simply absent from the UI tab array.
-- **Renewing expired links already works.** `resendDocument` refreshes `expiresAt` and clears
-  `expirationNotifiedAt` for unsigned, non-CC recipients (`resend-document.ts:98-121`), exposed
-  publicly via `POST /api/v2/document/redistribute` and `/api/v2/envelope/redistribute` and via the
-  resend/redistribute UI dialogs. No new renew mechanism is needed — only documentation/wording.
-
-Expiration is a per-recipient condition (not an envelope status). The approved design models it
-in the UI as an `EXPIRED` **pseudo-status tab** (reusing the existing tab machinery, mirroring how
-`REJECTED` works) and in the public API as an orthogonal boolean `hasExpiredRecipients`. Both share
-one EXISTS predicate.
-
-Definition of "expired recipient" (matches `isRecipientExpired`, `packages/lib/utils/recipients.ts:118`):
-a `Recipient` with `expiresAt IS NOT NULL AND expiresAt <= now() AND signingStatus = NOT_SIGNED AND role != CC`.
-
-## Approach
-
-### A. Shared EXISTS predicate (reused 4x, justified)
-Add a local `hasExpiredRecipient(eb)` helper — modeled on the existing per-file `recipientExists` /
-`senderEmailIs` helpers — to `find-documents.ts`, `get-stats.ts`, and `find-envelopes.ts`. It is the
-single source of truth for the expired condition above (using `new Date()` for `now`, matching the
-`period` filter's `.toJSDate()` style).
-
-### B. REJECTED tab (UI only — backend already done)
-- `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx`: add
-  `ExtendedDocumentStatus.REJECTED` to the tab array (lines 149-155). Count badge, highlight, and
-  `?status=REJECTED` filtering already work via existing machinery.
-
-### C. EXPIRED pseudo-status (UI + internal stats)
-1. `packages/prisma/types/extended-document-status.ts`: add `EXPIRED: 'EXPIRED'`. Internal-only —
-   the public `DocumentStatus` enum is unaffected. This intentionally surfaces TS errors at the three
-   exhaustive/`Record<ExtendedDocumentStatus>` sites below, forcing them to be handled.
-2. `packages/lib/server-only/document/find-documents.ts`:
-   - Add `.with(ExtendedDocumentStatus.EXPIRED, ...)` to **both** `applyPersonalFilters` and
-     `applyTeamFilters`, mirroring the `COMPLETED` branch's access control (deleted + visibility +
-     owner/recipient access) with `hasExpiredRecipient(eb)` AND-ed in. Do **not** constrain
-     `Envelope.status` — the EXISTS already restricts to unsigned recipients.
-3. `packages/lib/server-only/document/get-stats.ts`:
-   - Add an `expiredQuery` mirroring `pendingQuery`'s access control + `hasExpiredRecipient(eb)`.
-   - Add it to the `Promise.all`, add `[ExtendedDocumentStatus.EXPIRED]: expired` to the `stats`
-     record. **Do not** add `expired` to the `all` sum (it overlaps `PENDING`).
-4. `packages/trpc/server/document-router/find-documents-internal.types.ts`: add
-   `[ExtendedDocumentStatus.EXPIRED]: z.number()` to the `stats` response object. (`status` already
-   accepts the extended enum via `z.nativeEnum(ExtendedDocumentStatus)`.)
-5. `apps/remix/app/components/general/document/document-status.tsx`: add an `EXPIRED` entry to
-   `FRIENDLY_STATUS_MAP` — `label: msg` Expired, an icon (e.g. lucide `TimerOff`, matching the
-   `/sign/$token/expired` page), and a distinct color (e.g. `text-orange-500`) to differentiate from
-   `REJECTED` (red).
-6. `documents._index.tsx`: add `[ExtendedDocumentStatus.EXPIRED]: 0` to the `stats` `useState`
-   initializer and `ExtendedDocumentStatus.EXPIRED` to the tab array. Final order:
-   `INBOX, PENDING, COMPLETED, DRAFT, REJECTED, EXPIRED, ALL`.
-7. (Optional, recommended) `apps/remix/app/components/tables/documents-table-empty-state.tsx`: add
-   tailored `EXPIRED` and `REJECTED` empty-state copy (currently both fall through to `.otherwise()`).
-
-### D. Public API boolean `hasExpiredRecipients` (document + envelope, v2)
-1. `packages/lib/server-only/document/find-documents.ts`: add `hasExpiredRecipients?: boolean` to
-   `FindDocumentsOptions`; when true, apply `.where((eb) => hasExpiredRecipient(eb))` inside
-   `buildBaseQuery` (orthogonal/additive to any `status`).
-2. `packages/trpc/server/document-router/find-documents.types.ts`: add a query-safe boolean
-   `hasExpiredRecipients` to `ZFindDocumentsRequestSchema` with a `.describe(...)`. Mirror the
-   existing boolean-query-param handling in `find-document-audit-logs.types.ts`
-   (`filterForRecentActivity`) — avoid raw `z.coerce.boolean()` (the "false" -> true footgun); use a
-   string transform if needed. Pass it through in `find-documents.ts` (public handler).
-3. `packages/lib/server-only/envelope/find-envelopes.ts`: add `hasExpiredRecipients?: boolean` to
-   `FindEnvelopesOptions` + the `hasExpiredRecipient(eb)` helper + the additive `.where`.
-4. `packages/trpc/server/envelope-router/find-envelopes.types.ts`: add the same param to
-   `ZFindEnvelopesRequestSchema`; pass it through in the envelope-router find handler.
-   The param auto-appears in the generated `/api/v2/openapi.json`.
-
-Note: REST v1 `GET /api/v1/documents` is deprecated and lacks status filtering — left unchanged.
-`REJECTED` is already a valid public `status` value (`DocumentStatus.REJECTED`), so no API change is
-needed for rejected filtering.
-
-### E. Renew expired links — documentation only
-No functional change. Document that resending renews expired links:
-- Update the `.description` in `packages/trpc/server/document-router/redistribute-document.types.ts`
-  and `packages/trpc/server/envelope-router/redistribute-envelope.types.ts` to state that
-  redistributing refreshes the signing-link expiration for unsigned recipients.
-- Optionally adjust resend/redistribute dialog copy
-  (`apps/remix/app/components/dialogs/document-resend-dialog.tsx`,
-  `envelope-redistribute-dialog.tsx`) to mention it renews expired links.
-
-## Files To Modify (summary)
-
-| Area | File |
-|------|------|
-| Enum | `packages/prisma/types/extended-document-status.ts` |
-| Where-clause + API option | `packages/lib/server-only/document/find-documents.ts` |
-| Stats counts | `packages/lib/server-only/document/get-stats.ts` |
-| Envelope find (API) | `packages/lib/server-only/envelope/find-envelopes.ts` |
-| Internal tRPC stats schema | `packages/trpc/server/document-router/find-documents-internal.types.ts` |
-| Public doc API schema + handler | `packages/trpc/server/document-router/find-documents.types.ts`, `find-documents.ts` |
-| Public envelope API schema + handler | `packages/trpc/server/envelope-router/find-envelopes.types.ts`, `find-envelopes.ts` |
-| Status display | `apps/remix/app/components/general/document/document-status.tsx` |
-| Tabs + stats init | `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx` |
-| Empty state (optional) | `apps/remix/app/components/tables/documents-table-empty-state.tsx` |
-| Renew docs | `redistribute-document.types.ts`, `redistribute-envelope.types.ts` (+ resend dialogs, optional) |
-
-## Reused Utilities / Patterns
-- `recipientExists` / `senderEmailIs` (per-file Kysely EXISTS helpers) — the template for the new
-  `hasExpiredRecipient` helper.
-- `REJECTED` branches in `find-documents.ts` (lines 279, 416) and `rejectedQuery` in `get-stats.ts`
-  (line 227) — the template for the `EXPIRED` branches / `expiredQuery`.
-- `isRecipientExpired` (`packages/lib/utils/recipients.ts:118`) — defines the `expiresAt <= now`
-  semantics to match.
-- Existing tab machinery in `documents._index.tsx` (`getTabHref`, count badge, personal-org `.filter`)
-  — works unchanged for the new tabs.
-- `resendDocument` / `trpc.document.redistribute` / `trpc.envelope.redistribute` — existing renew path.
-
-## Verification
-1. **Typecheck** (the enum change forces all exhaustive/Record sites): `npm run typecheck -w @documenso/remix`.
-2. **Seed + UI** (dev server already running): seed a team via `seedTeam`, send a document, then:
-   - Reject one as a recipient -> it appears under the new **Rejected** tab with a count.
-   - Force expiry (set a recipient `expiresAt` in the past, e.g. via Prisma Studio or a short
-     `envelopeExpirationPeriod`) -> the doc appears under the new **Expired** tab with a count, and the
-     count excludes signed/CC recipients.
-3. **Public API**: `GET /api/v2/document?hasExpiredRecipients=true` and
-   `GET /api/v2/envelope?hasExpiredRecipients=true` (Bearer API token) return only envelopes with >=1
-   expired unsigned recipient; confirm `GET /api/v2/document?status=REJECTED` works. Verify the param
-   appears in `/api/v2/openapi.json`.
-4. **Renew**: on an expired doc, run resend/redistribute (UI dialog or
-   `POST /api/v2/document/redistribute`) -> recipient `expiresAt` is refreshed, the doc leaves the
-   Expired tab, and the signing link no longer redirects to `/sign/$token/expired`.
-5. **E2E** (optional): extend `packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts`
-   with an Expired-tab assertion.
-6. Do **not** modify/commit `packages/lib/translations/*.po`; run `npm run translate` only if needed
-   for new `msg`/`Trans` strings, and keep generated `.po` files out of the branch.
-
-## Open Questions
-- Exact icon/color for the `EXPIRED` tab (proposed: `TimerOff`, `text-orange-500`).
-- Whether to add the optional tailored empty-state copy now or defer.

.env.example

@@ -103,7 +103,7 @@ NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
 NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
 
 # [[SMTP]]
-# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
+# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | resend | mailchannels
 NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
 # OPTIONAL: Defines the host to use for sending emails.
 NEXT_PRIVATE_SMTP_HOST="127.0.0.1"
@@ -180,6 +180,20 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
 NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
 # OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
 NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
+# OPTIONAL: Set to "true" to disable all signin methods (email, Google, Microsoft, OIDC).
+NEXT_PUBLIC_DISABLE_SIGNIN=
+# OPTIONAL: Set to "true" to disable email/password signin only. Also closes /forgot-password and /reset-password.
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Google signin button.
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Microsoft signin button.
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=
+# OPTIONAL: Set to "true" to hide the OIDC signin button.
+NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=
+# OPTIONAL: When OIDC is the only enabled signin transport, /signin auto-redirects
+# to the OIDC provider (rendering only a spinner). Set to "true" to disable this
+# and keep showing the signin page.
+NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=
 # OPTIONAL: Set to true to use internal webapp url in browserless requests.
 NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
 

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -34,7 +34,7 @@ body:
       label: Browser [e.g., Chrome, Firefox]
   - type: input
     attributes:
-      label: Version [e.g., 2.0.1]
+      label: Version [e.g., 2.13.0]
   - type: checkboxes
     attributes:
       label: Please check the boxes that apply to this issue report.
@@ -44,4 +44,3 @@ body:
         - label: I have included relevant environment information.
         - label: I have included any relevant screenshots.
         - label: I understand that this is a voluntary contribution and that there is no guarantee of resolution.
-        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/config.yml

@@ -0,0 +1,11 @@
+blank_issues_enabled: false
+contact_links:
+  - name: Security vulnerability
+    url: https://github.com/documenso/documenso/security/advisories/new
+    about: Please report security vulnerabilities privately via GitHub Security Advisories. Do not open a public issue.
+  - name: Questions & Discussions
+    url: https://github.com/documenso/documenso/discussions
+    about: Ask questions, share ideas, and discuss Documenso with the community.
+  - name: Discord
+    url: https://documen.so/discord
+    about: Chat with the community and the team.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -33,4 +33,3 @@ body:
         - label: I have explained the use case or scenario for this feature.
         - label: I have included any relevant technical details or design suggestions.
         - label: I understand that this is a suggestion and that there is no guarantee of implementation.
-        - label: I want to work on creating a PR for this issue if approved

.github/ISSUE_TEMPLATE/improvement.yml

@@ -15,17 +15,6 @@ body:
       description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
     validations:
       required: false
-  - type: dropdown
-    id: assignee
-    attributes:
-      label: 'Do you want to work on this improvement?'
-      multiple: false
-      options:
-        - 'No'
-        - 'Yes'
-      default: 0
-    validations:
-      required: true
   - type: checkboxes
     attributes:
       label: 'Please check the boxes that apply to this improvement suggestion.'

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,3 +1,14 @@
+<!--
+  We are no longer accepting external pull requests.
+
+  Aside from a small group of trusted contributors we reach out to directly,
+  new external PRs will usually be closed with a request to open an issue instead.
+  This is a security decision. See https://documenso.com/blog/why-we-re-pausing-external-pull-requests
+
+  If you're a trusted contributor or maintainer, continue below.
+  Otherwise, please open a detailed issue: https://github.com/documenso/documenso/issues/new/choose
+-->
+
 ## Description
 
 <!--- Describe the changes introduced by this pull request. -->

.github/PULL_REQUEST_TEMPLATE/test-addition.md

@@ -1,40 +0,0 @@
----
-name: Test Addition
-about: Submit a new test, either unit or end-to-end (E2E), for review and inclusion
----
-
-## Description
-
-<!--- Provide a clear and concise description of the new test you are adding. -->
-<!--- Explain the purpose of the test and what it aims to validate. -->
-
-## Related Issue
-
-<!--- If this test addition is related to a specific issue, reference it here using #issue_number. -->
-<!--- For example, "Fixes #123" or "Addresses #456". -->
-
-## Test Details
-
-<!--- Describe the details of the test you're adding. -->
-<!--- Include information about inputs, expected outputs, and any specific scenarios. -->
-
-- Test Name: Name of the test
-- Type: [Unit / E2E]
-- Description: Brief description of what the test checks
-- Inputs: What inputs the test uses (if applicable)
-- Expected Output: What output or behavior the test expects
-
-## Checklist
-
-<!--- Please check the boxes that apply to this pull request. -->
-<!--- You can add or remove items as needed. -->
-
-- [ ] I have written the new test and ensured it works as intended.
-- [ ] I have added necessary documentation to explain the purpose of the test.
-- [ ] I have followed the project's testing guidelines and coding style.
-- [ ] I have addressed any review feedback from previous submissions, if applicable.
-
-## Additional Notes
-
-<!--- Provide any additional context or notes for the reviewers. -->
-<!--- This might include explanations about the testing approach or any potential concerns. -->

.github/workflows/first-interaction.yml

@@ -1,13 +1,10 @@
 name: 'Welcome New Contributors'
 
 on:
-  pull_request:
-    types: ['opened']
   issues:
     types: ['opened']
 
 permissions:
-  pull-requests: write
   issues: write
 
 jobs:
@@ -20,10 +17,7 @@ jobs:
       - uses: actions/first-interaction@v1
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
-          pr-message: |
-            Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
-            <br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
           issue-message: |
             Thank you for opening your first issue and for being a part of the open signing revolution!
-            <br /> One of our team members will review it and get back to you as soon as it possible 💚
+            <br /> One of our team members will review it and get back to you as soon as possible 💚
             <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

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

@@ -1,62 +0,0 @@
-name: 'Issue Assignee Check'
-
-on:
-  issues:
-    types: ['assigned']
-
-permissions:
-  issues: write
-
-jobs:
-  countIssues:
-    if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-        with:
-          fetch-depth: 2
-      - name: Set up Node.js
-        uses: actions/setup-node@v4
-        with:
-          node-version: '18'
-
-      - name: Install Octokit
-        run: npm install @octokit/rest@18
-
-      - name: Check Assigned User's Issue Count
-        id: parse-comment
-        uses: actions/github-script@v6
-        with:
-          github-token: ${{ secrets.GITHUB_TOKEN }}
-          script: |
-            const { Octokit } = require("@octokit/rest");
-            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
-
-            const username = context.payload.issue.assignee.login;
-            console.log(`Username Extracted: ${username}`);
-
-            const { data: issues } = await octokit.issues.listForRepo({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              assignee: username,
-              state: 'open'
-            });
-
-            const issueCount = issues.length;
-            console.log(`Issue Count For ${username}: ${issueCount}`);
-
-            if (issueCount > 3) {
-              let issueCountMessage = `### 🚨 Documenso Police 🚨`;
-              issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
-
-              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                issue_number: context.issue.number,
-                body: issueCountMessage,
-                headers: {
-                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
-                }
-              });
-            }

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

@@ -1,63 +0,0 @@
-name: 'PR Review Reminder'
-
-on:
-  pull_request:
-    types: ['opened', 'ready_for_review']
-
-permissions:
-  pull-requests: write
-
-jobs:
-  checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-        with:
-          fetch-depth: 2
-      - name: Set up Node.js
-        uses: actions/setup-node@v4
-        with:
-          node-version: '18'
-
-      - name: Install Octokit
-        run: npm install @octokit/rest@18
-
-      - name: Check user's PRs awaiting review
-        id: parse-prs
-        uses: actions/github-script@v5
-        with:
-          github-token: ${{ secrets.GITHUB_TOKEN }}
-          script: |
-            const { Octokit } = require("@octokit/rest");
-            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
-
-            const username = context.payload.pull_request.user.login;
-            console.log(`Username Extracted: ${username}`);
-
-            const { data: pullRequests } = await octokit.pulls.list({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              state: 'open',
-              sort: 'created',
-              direction: 'asc',
-            });
-
-            const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
-            const prCount = userPullRequests.length;
-            console.log(`PR Count for ${username}: ${prCount}`);
-
-            if (prCount > 3) {
-              let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
-
-              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
-                owner: context.repo.owner,
-                repo: context.repo.repo,
-                issue_number: context.payload.pull_request.number,
-                body: prReminderMessage,
-                headers: {
-                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
-                }
-              });
-            }

.github/workflows/semantic-pull-requests.yml

@@ -16,24 +16,6 @@ jobs:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
-      - name: Check PR creator's previous activity
-        id: check_activity
-        run: |
-          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
-          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
-          if [ "$ACTIVITY" -eq 0 ]; then
-            echo "::set-output name=is_new::true"
-          else
-            echo "::set-output name=is_new::false"
-          fi
-
-      - name: Count PRs created by user
-        id: count_prs
-        run: |
-          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
-          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
-          echo "::set-output name=pr_count::$PR_COUNT"
-
       - uses: amannn/action-semantic-pull-request@v5
         id: lint_pr_title
         env:
@@ -44,8 +26,6 @@ jobs:
         with:
           header: pr-title-lint-error
           message: |
-            Hey There! and thank you for opening this pull request! 📝👋🏼
-
             We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
 
             Details:
@@ -53,10 +33,3 @@ jobs:
             ```
             ${{ steps.lint_pr_title.outputs.error_message }}
             ```
-
-      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
-        uses: marocchino/sticky-pull-request-comment@v2
-        with:
-          header: pr-title-lint-error
-          message: |
-            Thank you for following the naming conventions for pull request titles! 💚🚀

.github/workflows/stale.yml

@@ -21,4 +21,4 @@ jobs:
           stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
           close-pr-message: 'This PR has been closed because of inactivity.'
           exempt-pr-labels: 'WIP,on-hold,needs review'
-          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,status: assigned,status: triage'

.gitpod.yml

@@ -31,8 +31,7 @@ vscode:
   extensions:
     - aaron-bond.better-comments
     - bradlc.vscode-tailwindcss
-    - dbaeumer.vscode-eslint
-    - esbenp.prettier-vscode
+    - biomejs.biome
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
     - GitHub.vscode-pull-request-github

.well-known/security.txt

@@ -1,7 +1,14 @@
-# General Issues
+# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
+Contact: https://github.com/documenso/documenso/security/advisories/new
+
+# Alternatively, report critical issues privately by email.
+Contact: mailto:security@documenso.com
+
+# Security policy
+Policy: https://github.com/documenso/documenso/security/policy
+
+# General (non-security) issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
-# Report critical issues privately to let us take appropriate action before publishing.
-Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

CONTRIBUTING.md

@@ -1,13 +1,27 @@
 # Contributing to Documenso
 
-If you plan to contribute to Documenso, please take a moment to feel awesome ✨ People like you are what open source is about ♥. Any contributions, no matter how big or small, are highly appreciated.
+> **We are no longer accepting external pull requests.**
+>
+> Aside from a small group of trusted contributors we reach out to directly, we no longer merge external PRs. New pull requests will usually be closed with a request to open an issue instead. This is a security decision, not a judgement on your work. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the full reasoning.
+>
+> Documenso stays open source. You can still read, audit, run, and fork the code. The best way to contribute is through detailed issues.
 
-## Before getting started
+## How to contribute now
 
-- Before jumping into a PR be sure to search [existing PRs](https://github.com/documenso/documenso/pulls) or [issues](https://github.com/documenso/documenso/issues) for an open or closed item that relates to your submission.
-- Select an issue from [here](https://github.com/documenso/documenso/issues) or create a new one
-- Consider the results from the discussion on the issue
-- Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
+The most useful contribution is a detailed issue. Treat it like a spec. The more detail, the better:
+
+- The problem you're trying to solve, and who it affects
+- How you expect the feature or change to behave
+- Edge cases, constraints, and anything you've already considered
+- Examples, mockups, or references where they help
+
+Before opening an issue, search [existing issues](https://github.com/documenso/documenso/issues) and [discussions](https://github.com/documenso/documenso/discussions) for related items. If a proposal is detailed and fits where Documenso is heading, we'll pick it up and build against it.
+
+For security vulnerabilities, do not open a public issue. Follow our [Security Policy](./SECURITY.md) instead.
+
+---
+
+The sections below are for trusted contributors working with us directly, and for anyone running Documenso locally or maintaining a fork.
 
 ## English only PRs and Issues
 

README.md

@@ -51,16 +51,18 @@ Join us in creating the next generation of open trust infrastructure.
 
 ## Community and Next Steps 🎯
 
-- Check out the first source code release in this repository and test it.
+- Try Documenso by self-hosting it or signing up at [documenso.com](https://documenso.com).
 - Tell us what you think in the [Discussions](https://github.com/documenso/documenso/discussions).
-- Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members.
+- Join the [Discord server](https://documen.so/discord) for any questions and getting to know other community members.
 - ⭐ the repository to help us raise awareness.
-- Spread the word on Twitter that Documenso is working towards a more open signing tool.
-- Fix or create [issues](https://github.com/documenso/documenso/issues), that are needed for the first production release.
+- Open detailed [issues](https://github.com/documenso/documenso/issues) to report bugs or propose features.
 
 ## Contributing
 
-- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+> **Note**: We no longer accept external pull requests, aside from a small group of trusted contributors we reach out to directly. The best way to contribute is through detailed issues. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the reasoning.
+
+- Documenso stays open source. You can read, audit, run, and fork the code.
+- To report issues or propose changes, see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
 
 ## Contact us
 
@@ -81,17 +83,21 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [ReactRouter](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
-- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
-- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
+- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signatures
+- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
+- [@cantoo/pdf-lib](https://github.com/cantoo-scribe/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments
+- [Biome](https://biomejs.dev/) - Linting & Formatting
+- [Playwright](https://playwright.dev/) - E2E Testing
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -196,6 +202,10 @@ For full instructions, requirements, and configuration details, see the [Self Ho
 
 [![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
 
+## Security
+
+If you believe you have found a security vulnerability in Documenso, please report it through our [Security Policy](https://github.com/documenso/documenso/security/policy). We prioritize private reports via [GitHub Security Advisories](https://github.com/documenso/documenso/security/advisories/new). See [SECURITY.md](./SECURITY.md) for scope and details.
+
 ## Troubleshooting
 
 For troubleshooting self-hosted deployments, see the [Troubleshooting guide](https://docs.documenso.com/docs/self-hosting/maintenance/troubleshooting) and [Tips & Common Pitfalls](https://docs.documenso.com/docs/self-hosting/getting-started/tips).

SECURITY.md

@@ -0,0 +1,38 @@
+# Security Policy
+
+We take the security of Documenso seriously. As a platform trusted with legally binding documents, the safety of the project and the people who rely on it is a priority for us. We're grateful to the security researchers who help keep it that way. If you've found an issue, we'd genuinely like to hear about it.
+
+## Reporting a Vulnerability
+
+Report security vulnerabilities privately. Do not open a public issue, discussion, or pull request for security reports.
+
+We accept reports through two channels, in order of preference:
+
+1. **GitHub Security Advisories (preferred)**. Use the [private vulnerability reporting form](https://github.com/documenso/documenso/security/advisories/new). This is our primary channel and lets us triage and work with you on a fix.
+2. **Email**. If you cannot use GitHub Security Advisories, email [security@documenso.com](mailto:security@documenso.com).
+
+Include the affected version, a clear description, steps to reproduce, and the potential impact.
+
+## Triage and Response
+
+We triage reports as we have availability. We read every report we receive, and we appreciate the time and effort it takes to put one together.
+
+We also run [Codex](https://openai.com/codex/) security analysis across the codebase. If Codex has already reported the issue you're sending us, we may close your report as a duplicate. Please don't take this as a reflection on your work; it just means our automated tooling happened to surface the same thing first.
+
+## Scope
+
+This policy covers vulnerabilities in the Documenso application code in this repository.
+
+The items below are out of scope and will not be accepted. They are deployment, infrastructure, and configuration concerns that belong with the operator's firewall, network, and environment setup, not the application:
+
+- Server-Side Request Forgery (SSRF) and related network-egress concerns
+- DNS rebinding and other DNS-level issues
+- Rate limiting, denial of service, and volumetric attacks
+- TLS and certificate configuration, HTTP security headers, and other reverse-proxy or web-server configuration
+- Findings that depend on insecure self-hosted infrastructure or misconfiguration
+
+If you're unsure whether something is in scope, report it privately anyway and we'll happily take a look.
+
+## Supported Versions
+
+Security fixes are applied to the latest release. Run the most recent version of Documenso.

SIGNING.md

@@ -1,67 +1,9 @@
-# Creating your own signing certificate
+# Signing Certificate
 
-For the digital signature of your documents you need a signing certificate in .p12 format (public and private key). You can buy one (not recommended for dev) or use the steps to create a self-signed one:
+Documenso needs a signing certificate to digitally sign documents. For full, up-to-date instructions on generating, converting, and configuring a certificate, see the official documentation:
 
-1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
+- [Signing Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate): Overview and all certificate options
+- [Local Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/local): Generate a self-signed `.p12` certificate with OpenSSL
+- [Google Cloud HSM](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm): Sign using Google Cloud KMS
 
-   `openssl genrsa -out private.key 2048`
-
-2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:
-
-   `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
-
-   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
-
-3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
-
-   ```bash
-   # Set certificate password securely (won't appear in command history)
-   read -s -p "Enter certificate password: " CERT_PASS
-   echo
-   
-   # Create the p12 certificate using the environment variable
-   openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
-       -password env:CERT_PASS \
-       -keypbe PBE-SHA1-3DES \
-       -certpbe PBE-SHA1-3DES \
-       -macalg sha1
-   ```
-
-4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
-
-5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
-
-## Docker
-
-> We are still working on the publishing of docker images, in the meantime you can follow the steps below to create a production ready docker image.
-
-Want to create a production ready docker image? Follow these steps:
-
-- cd into `docker` directory
-- Make `build.sh` executable by running `chmod +x build.sh`
-- Run `./build.sh` to start building the docker image.
-- Publish the image to your docker registry of choice (or) If you prefer running the image from local, run the below command
-
-```
-docker run -d --restart=unless-stopped -p 3000:3000 -v documenso:/app/data --name documenso documenso:latest
-```
-
-Command Breakdown:
-
-- `-d` - Let's you run the container in background
-- `-p` - Passes down which ports to use. First half is the host port, Second half is the app port. You can change the first half anything you want and reverse proxy to that port.
-- `-v` - Volume let's you persist the data
-- `--name` - Name of the container
-- `documenso:latest` - Image you have built
-
-## Deployment
-
-We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
-
-## Railway
-
-[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
-
-## Render
-
-[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
+For deploying Documenso with Docker, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.

apps/docs/README.md

@@ -1,45 +1,16 @@
-# docs
+# @documenso/docs
 
-This is a Next.js application generated with
-[Create Fumadocs](https://github.com/fuma-nama/fumadocs).
+The Documenso documentation site, built with [Next.js](https://nextjs.org/) and [Fumadocs](https://fumadocs.dev/). Published at [docs.documenso.com](https://docs.documenso.com).
 
-Run development server:
+Content lives under `content/docs/` as MDX. See [WRITING_STYLE.md](../../WRITING_STYLE.md) for the documentation writing conventions.
 
 ```bash
-npm run dev
-# or
-pnpm dev
-# or
-yarn dev
+# From the monorepo root
+npm run dev --filter=@documenso/docs
 ```
 
-Open http://localhost:3000 with your browser to see the result.
+## Structure
 
-## Explore
-
-In the project, you can see:
-
-- `lib/source.ts`: Code for content source adapter, [`loader()`](https://fumadocs.dev/docs/headless/source-api) provides the interface to access your content.
-- `lib/layout.shared.tsx`: Shared options for layouts, optional but preferred to keep.
-
-| Route                     | Description                                            |
-| ------------------------- | ------------------------------------------------------ |
-| `app/(home)`              | The route group for your landing page and other pages. |
-| `app/docs`                | The documentation layout and pages.                    |
-| `app/api/search/route.ts` | The Route Handler for search.                          |
-
-### Fumadocs MDX
-
-A `source.config.ts` config file has been included, you can customise different options like frontmatter schema.
-
-Read the [Introduction](https://fumadocs.dev/docs/mdx) for further details.
-
-## Learn More
-
-To learn more about Next.js and Fumadocs, take a look at the following
-resources:
-
-- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js
-  features and API.
-- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
-- [Fumadocs](https://fumadocs.dev) - learn about Fumadocs
+- `content/docs/`: Documentation pages (MDX).
+- `lib/source.ts`: Content source adapter.
+- `lib/layout.shared.tsx`: Shared layout options.

apps/docs/content/docs/developers/local-development/index.mdx

@@ -15,16 +15,17 @@ Pick the one that fits your needs the best.
 
 ## Tech Stack
 
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [React Router](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
-- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
-- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
+- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signing and Manipulation
+- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
 - [Stripe](https://stripe.com/) - Payments
 
 <div className="mt-16 flex items-center justify-center gap-4">

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

@@ -278,7 +278,9 @@ Test your email configuration by creating an account or resetting a password. Th
 
 ### Using a Test SMTP Server
 
-For development or testing, use a local SMTP server like [Mailhog](https://github.com/mailhog/MailHog) or [Mailpit](https://github.com/axllent/mailpit):
+For development or testing, use a local SMTP server like [Inbucket](https://www.inbucket.org/), [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog). The default development setup (`docker/development/compose.yml`) already runs Inbucket, with its web UI on port 9000 and SMTP on port 2500.
+
+To run one standalone instead:
 
 ```bash
 # Using Docker

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

@@ -86,6 +86,21 @@ Callback URL: `https://<your-domain>/api/auth/callback/microsoft`
 | `NEXT_PRIVATE_OIDC_SKIP_VERIFY`    | `false` | Skip email verification for OIDC accounts          |
 | `NEXT_PRIVATE_OIDC_PROMPT`         | `login` | OIDC prompt parameter. Set to empty string to omit |
 
+### Webhooks
+
+| Variable                                | Default | Description                                                              |
+| --------------------------------------- | ------- | ------------------------------------------------------------------------ |
+| `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` | -       | Comma-separated hostnames or IPs allowed to resolve to private addresses |
+
+Before delivering a webhook, Documenso checks whether the target resolves to a
+private or loopback address and blocks it if so. This check is best-effort and
+fails open. Use `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` to allow specific
+internal hosts, for example when delivering to a service on your own network:
+
+```bash
+NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS="hooks.internal.example,10.0.0.5"
+```
+
 ---
 
 ## Email Configuration
@@ -257,6 +272,12 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`       | Block new accounts via Microsoft. Existing linked users can still sign in           | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`            | Block new accounts via OIDC, including the organisation portal                      | `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`        | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                 | Master switch. Disable all signin methods application-wide                          | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`  | Disable email/password signin. Also closes `/forgot-password` and `/reset-password` | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`          | Hide the Google signin button                                                       | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`       | Hide the Microsoft signin button                                                    | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`            | Hide the OIDC signin button                                                         | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`     | Disable the automatic `/signin` redirect when OIDC is the only enabled transport    | `false` |
 | `NEXT_PUBLIC_POSTHOG_KEY`             | PostHog API key for analytics and feature flags                                     |         |
 | `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features                                                             | `false` |
 
@@ -288,6 +309,44 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 NEXT_PUBLIC_DISABLE_SIGNUP="true"
 ```
 
+### Sign-in Restrictions
+
+You can control which methods are available for users to sign in with the following environment variables:
+
+- **`NEXT_PUBLIC_DISABLE_SIGNIN`** (master switch): Set to `true` to block all signin methods (email/password, Google, Microsoft, OIDC). Hides every signin entry point on `/signin` and rejects email/password signin server-side with a `SIGNIN_DISABLED` error.
+- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`**: Set to `true` to disable email/password signin only. The email/password form is hidden, the `/forgot-password` and `/reset-password` pages redirect to `/signin`, and the corresponding server endpoints reject requests. SSO signin is unaffected.
+- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`**: Set to `true` to hide the matching SSO button on the signin page. Useful when an SSO provider is kept configured for account linking but not advertised as a signin entry point.
+
+These flags are opt-in: when none are set, signin behaviour is unchanged from a stock Documenso instance.
+
+```bash
+# Allow only OIDC signin (e.g. enterprise SSO-only)
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Or disable signin entirely
+NEXT_PUBLIC_DISABLE_SIGNIN="true"
+```
+
+### OIDC Auto-redirect
+
+When OIDC is the only enabled signin transport on your instance, `/signin` automatically redirects users straight to the OIDC provider instead of showing the signin form. The page renders a spinner while the redirect happens. No extra configuration is required — disabling every other signin method is enough to trigger it.
+
+- **`NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`**: Set to `true` to opt out of the automatic redirect and keep rendering the signin page even when OIDC is the only enabled transport.
+
+The redirect only triggers when OIDC is configured and email/password, Google, and Microsoft signin are all disabled. If any other transport remains enabled, the signin form is shown as normal.
+
+```bash
+# OIDC-only signin: disabling all other methods auto-redirects to the provider
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Opt out of the auto-redirect while still OIDC-only
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
+```
+
 ---
 
 ## AI Features
@@ -431,6 +490,16 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
+
+# Sign-in restrictions (optional)
+# NEXT_PUBLIC_DISABLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN="true"
+
+# Opt out of the automatic OIDC redirect when OIDC is the only enabled transport (optional)
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
 ```
 
 ---

apps/docs/content/docs/self-hosting/deployment/docker-compose.mdx

@@ -163,6 +163,19 @@ NEXT_PUBLIC_DISABLE_SIGNUP=false
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
+
+# Signin restrictions (optional)
+# Master switch — disables every signin method
+# NEXT_PUBLIC_DISABLE_SIGNIN=true
+# Per-method switches (optional). Each disables that signin path.
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=true
+
+# When OIDC is the only enabled transport, /signin auto-redirects to the provider.
+# Set this to opt out and keep showing the signin page (optional).
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=true
 ```
 
 <Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>

apps/docs/content/docs/self-hosting/deployment/docker.mdx

@@ -112,6 +112,12 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`      | Block new accounts via Microsoft OAuth                         | `false`                   |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`           | Block new accounts via OIDC (incl. organisation portal)        | `false`                   |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`       | Comma-separated list of allowed signup email domains           |                           |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                | Master switch — disable all signin methods                     | `false`                   |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                             | `false`                   |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`         | Hide the Google signin button                                  | `false`                   |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`      | Hide the Microsoft signin button                               | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`           | Hide the OIDC signin button                                    | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`    | Disable auto-redirect to OIDC when it is the only transport     | `false`                   |
 
 For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
 

apps/docs/content/docs/self-hosting/deployment/kubernetes.mdx

@@ -235,7 +235,7 @@ spec:
 ```
 
 <Callout type="info">
-  Pin to a specific image tag (e.g., `documenso/documenso:1.5.0`) in production instead of `latest`
+  Pin to a specific image tag (e.g., `documenso/documenso:<version>`) in production instead of `latest`
   to ensure predictable deployments.
 </Callout>
 

apps/docs/content/docs/self-hosting/deployment/manual.mdx

@@ -14,8 +14,8 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
 
 ## Prerequisites
 
-- Node.js 20 or later
-- npm
+- Node.js 22 or later
+- npm 11 or later
 - PostgreSQL 14 or later
 - A Linux server (for systemd service setup)
 

apps/docs/content/docs/self-hosting/deployment/railway.mdx

@@ -159,6 +159,12 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`| Block new accounts via Microsoft OAuth                 | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`     | Block new accounts via OIDC (incl. organisation portal)| `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains   |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`          | Master switch — disable all signin methods             | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                     | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`   | Hide the Google signin button                          | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`| Hide the Microsoft signin button                       | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`     | Hide the OIDC signin button                            | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable auto-redirect to OIDC when it is the only transport | `false` |
 | `NEXT_PRIVATE_SIGNING_PASSPHRASE`     | Passphrase for signing certificate                     | -       |
 | `DOCUMENSO_DISABLE_TELEMETRY`     | Disable anonymous telemetry        | `false` |
 

apps/docs/content/docs/self-hosting/getting-started/quick-start.mdx

@@ -124,12 +124,16 @@ docker compose -f docker/development/compose.yml exec database \
 
 The quick start setup runs the following containers:
 
-| Container   | Purpose                          | Port  |
-| ----------- | -------------------------------- | ----- |
-| `documenso` | Main application                 | 3000  |
-| `database`  | PostgreSQL database              | 54320 |
-| `maildev`   | Local email testing server       | 2500  |
-| `minio`     | S3-compatible storage (optional) | 9000  |
+| Container   | Purpose                              | Port                          |
+| ----------- | ------------------------------------ | ----------------------------- |
+| `documenso` | Main application                     | 3000                          |
+| `database`  | PostgreSQL database                  | 54320                         |
+| `inbucket`  | Local email testing server           | 9000 (web UI), 2500 (SMTP)    |
+| `redis`     | Cache and background job queue       | 63790                         |
+| `minio`     | S3-compatible storage                | 9002 (API), 9001 (console)    |
+| `gotenberg` | Document conversion (optional)       | 3005                          |
+
+The local email server is [Inbucket](https://www.inbucket.org/). Open its web UI at [http://localhost:9000](http://localhost:9000) to view emails Documenso sends during development. For your own deployment you can use any SMTP-compatible mailserver, such as Inbucket, [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog).
 
 ## Useful Commands
 

apps/docs/content/docs/self-hosting/getting-started/requirements.mdx

@@ -141,8 +141,8 @@ If building from source (not using Docker images):
 
 | Requirement | Version |
 | ----------- | ------- |
-| Node.js     | 18+     |
-| npm         | 8+      |
+| Node.js     | 22+     |
+| npm         | 11+     |
 
 ---
 
@@ -169,7 +169,7 @@ Documenso runs on:
 | MySQL/MariaDB  | PostgreSQL-specific features required |
 | SQLite         | Not suitable for production workloads |
 | MongoDB        | Relational database required          |
-| Node.js < 18   | Modern JavaScript features required   |
+| Node.js < 22   | Modern JavaScript features required   |
 
 ---
 

apps/docs/content/docs/self-hosting/getting-started/tips.mdx

@@ -92,7 +92,7 @@ Use a specific version tag in production:
 
 ```bash
 # Good — predictable, reproducible
-docker pull documenso/documenso:1.8.0
+docker pull documenso/documenso:<version>
 
 # Risky — may pull breaking changes
 docker pull documenso/documenso:latest

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

@@ -27,6 +27,14 @@ import { Callout } from 'fumadocs-ui/components/callout';
   Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
 </Callout>
 
+<Callout type="warn">
+  **You are responsible for your own network security.** Documenso applies best-effort, non-exhaustive
+  checks to outbound requests such as webhooks, but these are not a complete SSRF mitigation and they
+  fail open. A self-hosted instance can reach internal addresses on your network. Restricting outbound
+  traffic, egress filtering, and blocking access to internal services and cloud metadata endpoints is
+  your responsibility through your firewall and network configuration.
+</Callout>
+
 ---
 
 ## Deployment Options

apps/docs/content/docs/self-hosting/maintenance/upgrades.mdx

@@ -165,10 +165,10 @@ See [Backups](/docs/self-hosting/maintenance/backups) for automated backup strat
 ### Pull the new image
 
 ```bash
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 ```
 
-Replace `1.6.0` with your target version.
+Replace `<version>` with your target version.
 
 </Step>
 <Step>
@@ -189,7 +189,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.6.0
+  documenso/documenso:<version>
 ```
 
 </Step>
@@ -223,14 +223,14 @@ Edit `compose.yml` or your `.env` file to specify the new version:
 ```yaml
 services:
   documenso:
-    image: documenso/documenso:1.6.0
+    image: documenso/documenso:<version>
 ```
 
 Or if using environment variable substitution:
 
 ```bash
 # In .env
-DOCUMENSO_VERSION=1.6.0
+DOCUMENSO_VERSION=<version>
 ```
 
 ```yaml
@@ -283,7 +283,7 @@ Edit the deployment directly:
 
 ```bash
 kubectl set image deployment/documenso \
-  documenso=documenso/documenso:1.6.0 \
+  documenso=documenso/documenso:<version> \
   -n documenso
 ```
 
@@ -295,7 +295,7 @@ spec:
     spec:
       containers:
         - name: documenso
-          image: documenso/documenso:1.6.0
+          image: documenso/documenso:<version>
 ```
 
 Then apply:
@@ -421,12 +421,12 @@ To run migrations manually before upgrading:
 
 ```bash
 # Pull the new image
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 
 # Run migrations only
 docker run --rm \
   -e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@host:5432/documenso" \
-  documenso/documenso:1.6.0 \
+  documenso/documenso:<version> \
   npx prisma migrate deploy
 ```
 
@@ -516,7 +516,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.5.0
+  documenso/documenso:<previous-version>
 ```
 
 </Tab>

apps/remix/Dockerfile

@@ -1,22 +0,0 @@
-FROM node:20-alpine AS development-dependencies-env
-COPY . /app
-WORKDIR /app
-RUN npm ci
-
-FROM node:20-alpine AS production-dependencies-env
-COPY ./package.json package-lock.json /app/
-WORKDIR /app
-RUN npm ci --omit=dev
-
-FROM node:20-alpine AS build-env
-COPY . /app/
-COPY --from=development-dependencies-env /app/node_modules /app/node_modules
-WORKDIR /app
-RUN npm run build
-
-FROM node:20-alpine
-COPY ./package.json package-lock.json /app/
-COPY --from=production-dependencies-env /app/node_modules /app/node_modules
-COPY --from=build-env /app/build /app/build
-WORKDIR /app
-CMD ["npm", "run", "start"]

apps/remix/README.md

@@ -1,100 +1,14 @@
-# Welcome to React Router!
+# @documenso/remix
 
-A modern, production-ready template for building full-stack React applications using React Router.
+The main Documenso web application. Built with [React Router v7](https://reactrouter.com/) and served by a [Hono](https://hono.dev/) server.
 
-[![Open in StackBlitz](https://developer.stackblitz.com/img/open_in_stackblitz.svg)](https://stackblitz.com/github/remix-run/react-router-templates/tree/main/default)
+This package is part of the Documenso monorepo and is not meant to be run standalone. Use the root scripts instead.
 
-## Features
-
-- 🚀 Server-side rendering
-- ⚡️ Hot Module Replacement (HMR)
-- 📦 Asset bundling and optimization
-- 🔄 Data loading and mutations
-- 🔒 TypeScript by default
-- 🎉 TailwindCSS for styling
-- 📖 [React Router docs](https://reactrouter.com/)
-
-## Getting Started
-
-### Installation
-
-Install the dependencies:
-
-```bash
-npm install
-```
-
-### Development
-
-Start the development server with HMR:
+- Local development: see the [root README](../../README.md) and the [Local Development docs](https://docs.documenso.com/docs/developers/local-development).
+- Self-hosting and deployment: see the [Self-Hosting docs](https://docs.documenso.com/docs/self-hosting).
+- Architecture overview: see [ARCHITECTURE.md](../../ARCHITECTURE.md).
 
 ```bash
+# From the monorepo root
 npm run dev
 ```
-
-Your application will be available at `http://localhost:5173`.
-
-## Building for Production
-
-Create a production build:
-
-```bash
-npm run build
-```
-
-## Deployment
-
-### Docker Deployment
-
-This template includes three Dockerfiles optimized for different package managers:
-
-- `Dockerfile` - for npm
-- `Dockerfile.pnpm` - for pnpm
-- `Dockerfile.bun` - for bun
-
-To build and run using Docker:
-
-```bash
-# For npm
-docker build -t my-app .
-
-# For pnpm
-docker build -f Dockerfile.pnpm -t my-app .
-
-# For bun
-docker build -f Dockerfile.bun -t my-app .
-
-# Run the container
-docker run -p 3000:3000 my-app
-```
-
-The containerized application can be deployed to any platform that supports Docker, including:
-
-- AWS ECS
-- Google Cloud Run
-- Azure Container Apps
-- Digital Ocean App Platform
-- Fly.io
-- Railway
-
-### DIY Deployment
-
-If you're familiar with deploying Node applications, the built-in app server is production-ready.
-
-Make sure to deploy the output of `npm run build`
-
-```
-├── package.json
-├── package-lock.json (or pnpm-lock.yaml, or bun.lockb)
-├── build/
-│   ├── client/    # Static assets
-│   └── server/    # Server-side code
-```
-
-## Styling
-
-This template comes with [Tailwind CSS](https://tailwindcss.com/) already configured for a simple default starting experience. You can use whatever CSS framework you prefer.
-
----
-
-Built with ❤️ using React Router.

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

@@ -21,6 +21,8 @@ import { z } from 'zod';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
@@ -71,38 +73,82 @@ export function BrandingPreferencesForm({
   const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
   const initialColors = parsedColors.success ? parsedColors.data : {};
 
+  // The saved state the form maps to. Used both as the reactive `values` source and as
+  // the explicit target for a Reset (see handleReset).
+  const savedValues: TBrandingPreferencesFormSchema = {
+    brandingEnabled: settings.brandingEnabled ?? null,
+    brandingUrl: settings.brandingUrl ?? '',
+    brandingLogo: undefined,
+    brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
+    brandingColors: initialColors,
+    brandingCss: settings.brandingCss ?? '',
+  };
+
   const form = useForm<TBrandingPreferencesFormSchema>({
-    values: {
-      brandingEnabled: settings.brandingEnabled ?? null,
-      brandingUrl: settings.brandingUrl ?? '',
-      brandingLogo: undefined,
-      brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
-      brandingColors: initialColors,
-      brandingCss: settings.brandingCss ?? '',
-    },
+    values: savedValues,
     resolver: zodResolver(ZBrandingPreferencesFormSchema),
   });
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
+  const getSavedLogoPreviewUrl = () => {
+    if (!settings.brandingLogo) {
+      return '';
+    }
+
+    const file = JSON.parse(settings.brandingLogo);
+
+    if (!('type' in file) || !('data' in file)) {
+      return '';
+    }
+
+    const logoUrl =
+      context === 'Team'
+        ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+        : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
+
+    return `${logoUrl}?v=${Date.now()}`;
+  };
+
   useEffect(() => {
-    if (settings.brandingLogo) {
-      const file = JSON.parse(settings.brandingLogo);
+    const savedLogoPreviewUrl = getSavedLogoPreviewUrl();
 
-      if ('type' in file && 'data' in file) {
-        const logoUrl =
-          context === 'Team'
-            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
-            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
-
-        setPreviewUrl(logoUrl + '?v=' + Date.now());
-        setHasLoadedPreview(true);
-      }
+    if (savedLogoPreviewUrl) {
+      setPreviewUrl(savedLogoPreviewUrl);
     }
 
     setHasLoadedPreview(true);
   }, [settings.brandingLogo]);
 
+  // Reset the form to the saved values. The form is driven by the `values` prop (no
+  // `defaultValues`), so `reset()` with no argument doesn't re-baseline the dirty check;
+  // passing the saved values clears the per-field dirty tracking (dirtyFields).
+  const handleReset = () => {
+    setPreviewUrl(getSavedLogoPreviewUrl());
+    form.reset(savedValues);
+  };
+
+  // `formState.isDirty` is unreliable for a `values`-driven form: after a reset (or a
+  // save + refetch) it can stay true even though every field already matches its saved
+  // value and `dirtyFields` is empty. Derive the flag from `dirtyFields` instead so the
+  // sticky save bar reliably disappears.
+  const hasUnsavedChanges = Object.keys(form.formState.dirtyFields).length > 0;
+
+  // Re-baseline the form to the just-saved state after a successful submit. The `values`
+  // prop re-syncs most fields once the route refetches, but write-only fields (the logo
+  // is a File that isn't reflected back into `values`) would otherwise stay dirty and
+  // keep the save bar visible. Relies on the page handler rethrowing on error so we only
+  // re-baseline on success.
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      return;
+    }
+
+    form.reset(form.getValues());
+  });
+
   // Cleanup ObjectURL on unmount or when previewUrl changes
   useEffect(() => {
     return () => {
@@ -114,7 +160,7 @@ export function BrandingPreferencesForm({
 
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full flex-col gap-y-4" disabled={form.formState.isSubmitting}>
           <FormField
             control={form.control}
@@ -167,7 +213,7 @@ export function BrandingPreferencesForm({
           />
 
           <div className="relative flex w-full flex-col gap-y-4">
-            {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+            {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
 
             <FormField
               control={form.control}
@@ -321,7 +367,7 @@ export function BrandingPreferencesForm({
 
           {hasAdvancedBranding && (
             <div className="relative flex w-full flex-col gap-y-6">
-              {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+              {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
 
               <div>
                 <FormLabel>
@@ -538,11 +584,11 @@ export function BrandingPreferencesForm({
             </div>
           )}
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={hasUnsavedChanges}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={handleReset}
+          />
         </fieldset>
       </form>
     </Form>

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

@@ -21,7 +21,6 @@ import { ReminderSettingsPicker } from '@documenso/ui/components/document/remind
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
 import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
@@ -46,6 +45,7 @@ import { z } from 'zod';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
+import { FormStickySaveBar } from './form-sticky-save-bar';
 
 /**
  * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -147,9 +147,21 @@ export const DocumentPreferencesForm = ({
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {!isPersonalLayoutMode && (
             <FormField
@@ -756,11 +768,11 @@ export const DocumentPreferencesForm = ({
             />
           )}
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

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

@@ -4,7 +4,6 @@ import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
-import { Button } from '@documenso/ui/primitives/button';
 import {
   Form,
   FormControl,
@@ -22,6 +21,8 @@ import type { TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZEmailPreferencesFormSchema = z.object({
   emailId: z.string().nullable(),
   emailReplyTo: zEmail().nullable(),
@@ -59,9 +60,21 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
 
   const emails = emailData?.data || [];
 
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {organisation.organisationClaim.flags.emailDomains && (
             <FormField
@@ -203,11 +216,11 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/form-sticky-save-bar.tsx

@@ -0,0 +1,119 @@
+import { cn } from '@documenso/ui/lib/utils';
+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';
+
+export type FormStickySaveBarProps = {
+  isDirty: boolean;
+  isSubmitting: boolean;
+  onReset: () => void;
+};
+
+/**
+ * A single `position: sticky` bar rendered at the bottom of the form.
+ *
+ * - When the form's end is on screen it settles into place as a plain footer (just the
+ *   Reset / Save buttons).
+ * - When the form's end is scrolled off, it sticks to the bottom of the viewport and
+ *   shows the "unsaved changes" pill chrome.
+ *
+ * Because it's the same element in the form's flow, it auto-aligns to the form and the
+ * float <-> dock hand-off is a native, scroll-linked transition (no measurement, no
+ * 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) => {
+  const { t } = useLingui();
+
+  const sentinelRef = useRef<HTMLDivElement>(null);
+  const [isStuck, setIsStuck] = useState(false);
+
+  useEffect(() => {
+    const sentinel = sentinelRef.current;
+
+    if (!sentinel) {
+      return;
+    }
+
+    // The sentinel sits at the bar's resting position (the end of the form). While the
+    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
+    // view); once you reach the form's end it comes into view and the bar settles.
+    const observer = new IntersectionObserver(
+      ([entry]) => {
+        setIsStuck(!entry.isIntersecting);
+      },
+      {
+        root: null,
+        rootMargin: '0px 0px -24px 0px',
+        threshold: 0,
+      },
+    );
+
+    observer.observe(sentinel);
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  // Show the floating pill chrome only when there are unsaved changes AND the form's
+  // end is off screen.
+  const isFloating = isDirty && isStuck;
+
+  return (
+    <>
+      <div
+        data-testid="form-sticky-save-bar"
+        className={cn(
+          'z-40 flex min-h-9 min-w-0 items-center gap-x-2 rounded-lg py-4 transition-[margin,padding,background-color,border-color,box-shadow] duration-200 md:gap-x-4',
+          isDirty ? 'sticky bottom-6' : '',
+          // On mobile the docked and floating states are geometrically identical (only
+          // paint changes): a horizontal bleed there overflows the narrow viewport and
+          // fights the IntersectionObserver (oscillation + partial hiding). From `sm` up
+          // there's room, so we restore the original chrome — the island bleeds 8px past
+          // the form when floating, and the buttons sit flush with the fields when docked.
+          isFloating
+            ? 'border border-border bg-background px-4 shadow-2xl sm:-mx-2'
+            : 'border border-transparent bg-transparent px-4 shadow-none sm:px-0',
+        )}
+      >
+        <AnimatePresence initial={false}>
+          {isFloating && (
+            <motion.div
+              key="notice"
+              role="region"
+              aria-label={t`Unsaved changes`}
+              initial={{ opacity: 0 }}
+              animate={{ opacity: 1 }}
+              exit={{ opacity: 0 }}
+              transition={{ duration: 0.15 }}
+              className="flex min-h-9 min-w-0 items-center gap-x-2 text-sm"
+            >
+              <AlertTriangleIcon className="h-5 w-5 flex-shrink-0 text-destructive" />
+              <span className="font-medium text-xs md:text-sm">
+                <Trans>You have unsaved changes</Trans>
+              </span>
+            </motion.div>
+          )}
+        </AnimatePresence>
+
+        <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
+          {isDirty && (
+            <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
+              <Trans>Undo</Trans>
+            </Button>
+          )}
+
+          <Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
+            <Trans>Save changes</Trans>
+          </Button>
+        </div>
+      </div>
+
+      {/* Sentinel: detects when the sticky bar is floating (stuck) vs settled (docked). */}
+      <div ref={sentinelRef} aria-hidden className="pointer-events-none h-px w-full" />
+    </>
+  );
+};

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

@@ -4,7 +4,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/update-organisation.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -12,11 +11,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZOrganisationUpdateFormSchema = ZUpdateOrganisationRequestSchema.shape.data.pick({
   name: true,
   url: true,
@@ -137,36 +137,11 @@ export const OrganisationUpdateForm = () => {
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update organisation</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

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

@@ -58,6 +58,7 @@ export type TSignInFormSchema = z.infer<typeof ZSignInFormSchema>;
 export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
+  isEmailPasswordSigninEnabled?: boolean;
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
@@ -68,6 +69,7 @@ export type SignInFormProps = {
 export const SignInForm = ({
   className,
   initialEmail,
+  isEmailPasswordSigninEnabled = true,
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
@@ -324,66 +326,78 @@ export const SignInForm = ({
     <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-4" disabled={isSubmitting || isPasskeyLoading}>
-          <FormField
-            control={form.control}
-            name="email"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Email</Trans>
-                </FormLabel>
+          {isEmailPasswordSigninEnabled && (
+            <>
+              <FormField
+                control={form.control}
+                name="email"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Email</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <Input type="email" {...field} />
-                </FormControl>
+                    <FormControl>
+                      <Input type="email" {...field} />
+                    </FormControl>
 
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-          <FormField
-            control={form.control}
-            name="password"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Password</Trans>
-                </FormLabel>
+              <FormField
+                control={form.control}
+                name="password"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Password</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <PasswordInput {...field} />
-                </FormControl>
+                    <FormControl>
+                      <PasswordInput {...field} />
+                    </FormControl>
 
-                <FormMessage />
+                    <FormMessage />
 
-                <p className="mt-2 text-right">
-                  <Link to="/forgot-password" className="text-muted-foreground text-sm duration-200 hover:opacity-70">
-                    <Trans>Forgot your password?</Trans>
-                  </Link>
-                </p>
-              </FormItem>
-            )}
-          />
+                    <p className="mt-2 text-right">
+                      <Link
+                        to="/forgot-password"
+                        className="text-muted-foreground text-sm duration-200 hover:opacity-70"
+                      >
+                        <Trans>Forgot your password?</Trans>
+                      </Link>
+                    </p>
+                  </FormItem>
+                )}
+              />
 
-          {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
-            <Turnstile
-              ref={turnstileRef}
-              siteKey={turnstileSiteKey}
-              options={{
-                size: 'flexible',
-                appearance: 'always',
-              }}
-            />
+              {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
+                <Turnstile
+                  ref={turnstileRef}
+                  siteKey={turnstileSiteKey}
+                  options={{
+                    size: 'flexible',
+                    appearance: 'always',
+                  }}
+                />
+              )}
+
+              <Button
+                type="submit"
+                size="lg"
+                loading={isSubmitting}
+                className="dark:bg-documenso dark:hover:opacity-90"
+              >
+                {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
+              </Button>
+            </>
           )}
 
-          <Button type="submit" size="lg" loading={isSubmitting} className="dark:bg-documenso dark:hover:opacity-90">
-            {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
-          </Button>
-
           {!isEmbeddedRedirect && (
             <>
-              {hasSocialAuthEnabled && (
+              {isEmailPasswordSigninEnabled && hasSocialAuthEnabled && (
                 <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                   <div className="h-px flex-1 bg-border" />
                   <span className="bg-transparent text-muted-foreground">

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

@@ -2,7 +2,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateTeamRequestSchema } from '@documenso/trpc/server/team-router/update-team.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -10,11 +9,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 export type UpdateTeamDialogProps = {
   teamId: number;
   teamName: string;
@@ -135,36 +135,11 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update team</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -1,3 +1,4 @@
+import { toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
@@ -53,7 +54,7 @@ export const DocumentSigningAttachmentsPopover = ({
             {attachments?.data.map((attachment) => (
               <a
                 key={attachment.id}
-                href={attachment.data}
+                href={toSafeHref(attachment.data)}
                 title={attachment.data}
                 target="_blank"
                 rel="noopener noreferrer"

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

@@ -13,6 +13,7 @@ import { match, P } from 'ts-pattern';
 
 import { DocumentSigningAuth2FA } from './document-signing-auth-2fa';
 import { DocumentSigningAuthAccount } from './document-signing-auth-account';
+import { DocumentSigningAuthExternal2FA } from './document-signing-auth-external-2fa';
 import { DocumentSigningAuthPasskey } from './document-signing-auth-passkey';
 import { DocumentSigningAuthPassword } from './document-signing-auth-password';
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
@@ -58,15 +59,8 @@ export const DocumentSigningAuthDialog = ({
       return;
     }
 
-    // Reset selected auth type when dialog closes
     if (!value) {
-      setSelectedAuthType(() => {
-        if (validAuthTypes.length === 1) {
-          return validAuthTypes[0];
-        }
-
-        return null;
-      });
+      setSelectedAuthType(validAuthTypes.length === 1 ? validAuthTypes[0] : null);
     }
 
     onOpenChange(value);
@@ -123,6 +117,7 @@ export const DocumentSigningAuthDialog = ({
                         .with(DocumentAuth.ACCOUNT, () => <Trans>Account</Trans>)
                         .with(DocumentAuth.PASSKEY, () => <Trans>Passkey</Trans>)
                         .with(DocumentAuth.TWO_FACTOR_AUTH, () => <Trans>2FA</Trans>)
+                        .with(DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH, () => <Trans>Verification code</Trans>)
                         .with(DocumentAuth.PASSWORD, () => <Trans>Password</Trans>)
                         .exhaustive()}
                     </div>
@@ -132,6 +127,9 @@ export const DocumentSigningAuthDialog = ({
                         .with(DocumentAuth.ACCOUNT, () => <Trans>Sign in to your account</Trans>)
                         .with(DocumentAuth.PASSKEY, () => <Trans>Use your passkey for authentication</Trans>)
                         .with(DocumentAuth.TWO_FACTOR_AUTH, () => <Trans>Enter your 2FA code</Trans>)
+                        .with(DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH, () => (
+                          <Trans>Enter the verification code provided to you</Trans>
+                        ))
                         .with(DocumentAuth.PASSWORD, () => <Trans>Enter your password</Trans>)
                         .exhaustive()}
                     </div>
@@ -169,6 +167,13 @@ export const DocumentSigningAuthDialog = ({
                 onReauthFormSubmit={onReauthFormSubmit}
               />
             ))
+            .with({ documentAuthType: DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH }, () => (
+              <DocumentSigningAuthExternal2FA
+                open={open}
+                onOpenChange={onOpenChange}
+                onReauthFormSubmit={onReauthFormSubmit}
+              />
+            ))
             .with({ documentAuthType: DocumentAuth.EXPLICIT_NONE }, () => null)
             .exhaustive()}
       </DialogContent>

apps/remix/app/components/general/document-signing/document-signing-auth-external-2fa.tsx

@@ -0,0 +1,223 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { SIGNING_2FA_VERIFY_REASON_CODES } from '@documenso/lib/constants/document-auth';
+import { AppError } from '@documenso/lib/errors/app-error';
+import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+
+import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
+
+export type DocumentSigningAuthExternal2FAProps = {
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const ZExternal2FAFormSchema = z.object({
+  code: z
+    .string()
+    .length(6, { message: 'Code must be exactly 6 digits' })
+    .regex(/^\d{6}$/, { message: 'Code must contain only digits' }),
+});
+
+type TExternal2FAFormSchema = z.infer<typeof ZExternal2FAFormSchema>;
+
+export const DocumentSigningAuthExternal2FA = ({
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentSigningAuthExternal2FAProps) => {
+  const { recipient, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } =
+    useRequiredDocumentSigningAuthContext();
+
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const statusQuery = trpc.envelope.signing2fa.getStatus.useQuery(
+    { token: recipient.token },
+    { enabled: open },
+  );
+
+  const verifyMutation = trpc.envelope.signing2fa.verify.useMutation();
+
+  const form = useForm<TExternal2FAFormSchema>({
+    resolver: zodResolver(ZExternal2FAFormSchema),
+    defaultValues: {
+      code: '',
+    },
+  });
+
+  const onFormSubmit = async ({ code }: TExternal2FAFormSchema) => {
+    try {
+      setIsCurrentlyAuthenticating(true);
+      setFormError(null);
+
+      await verifyMutation.mutateAsync({
+        token: recipient.token,
+        code,
+      });
+
+      await onReauthFormSubmit({
+        type: DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH,
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.message === SIGNING_2FA_VERIFY_REASON_CODES.TWO_FA_ATTEMPT_LIMIT_REACHED) {
+        setFormError('Too many failed attempts. Please request a new code.');
+      } else if (error.message === SIGNING_2FA_VERIFY_REASON_CODES.TWO_FA_TOKEN_EXPIRED) {
+        setFormError('The code has expired. Please request a new code.');
+      } else if (error.message === SIGNING_2FA_VERIFY_REASON_CODES.TWO_FA_NOT_ISSUED) {
+        setFormError('No code has been issued yet. Please contact the document sender.');
+      } else {
+        setFormError('Invalid code. Please try again.');
+      }
+
+      await statusQuery.refetch();
+      form.reset({ code: '' });
+    } finally {
+      setIsCurrentlyAuthenticating(false);
+    }
+  };
+
+  useEffect(() => {
+    form.reset({ code: '' });
+    setFormError(null);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  const attemptsRemaining = statusQuery.data?.attemptsRemaining ?? null;
+  const hasActiveToken = statusQuery.data?.hasActiveToken ?? false;
+  const hasValidProof = statusQuery.data?.hasValidProof ?? false;
+
+  if (hasValidProof) {
+    return (
+      <div className="space-y-4">
+        <Alert>
+          <AlertDescription>
+            <Trans>Your identity has already been verified. You can proceed to sign.</Trans>
+          </AlertDescription>
+        </Alert>
+        <DialogFooter>
+          <Button
+            type="button"
+            onClick={async () => {
+              await onReauthFormSubmit({
+                type: DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH,
+              });
+              onOpenChange(false);
+            }}
+          >
+            <Trans>Continue</Trans>
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  if (!hasActiveToken && !statusQuery.isLoading) {
+    return (
+      <div className="space-y-4">
+        <Alert variant="warning">
+          <AlertTitle>
+            <Trans>Verification code required</Trans>
+          </AlertTitle>
+          <AlertDescription>
+            <Trans>
+              A verification code is required to sign this document. Please contact the document
+              sender to request your code.
+            </Trans>
+          </AlertDescription>
+        </Alert>
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            <Trans>Close</Trans>
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            <p className="text-sm text-muted-foreground">
+              <Trans>Enter the 6-digit verification code that was provided to you.</Trans>
+            </p>
+
+            <FormField
+              control={form.control}
+              name="code"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Verification code</Trans>
+                  </FormLabel>
+
+                  <FormControl>
+                    <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                      {Array(6)
+                        .fill(null)
+                        .map((_, i) => (
+                          <PinInputGroup key={i}>
+                            <PinInputSlot index={i} />
+                          </PinInputGroup>
+                        ))}
+                    </PinInput>
+                  </FormControl>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {attemptsRemaining !== null && attemptsRemaining > 0 && (
+              <p className="text-xs text-muted-foreground">
+                <Trans>{attemptsRemaining} attempts remaining</Trans>
+              </p>
+            )}
+
+            {formError && (
+              <Alert variant="destructive">
+                <AlertTitle>
+                  <Trans>Verification failed</Trans>
+                </AlertTitle>
+                <AlertDescription>{formError}</AlertDescription>
+              </Alert>
+            )}
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={isCurrentlyAuthenticating}>
+                <Trans>Verify</Trans>
+              </Button>
+            </DialogFooter>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-auth-provider.tsx

@@ -61,13 +61,13 @@ export const useRequiredDocumentSigningAuthContext = () => {
   return context;
 };
 
-export interface DocumentSigningAuthProviderProps {
+export type DocumentSigningAuthProviderProps = {
   documentAuthOptions: Envelope['authOptions'];
   recipient: SigningAuthRecipient;
   isDirectTemplate?: boolean;
   user?: SessionUser | null;
   children: React.ReactNode;
-}
+};
 
 export const DocumentSigningAuthProvider = ({
   documentAuthOptions: initialDocumentAuthOptions,
@@ -169,12 +169,12 @@ export const DocumentSigningAuthProvider = ({
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [passkeyData.passkeys]);
 
-  // Assume that a user must be logged in for any auth requirements.
+  const authMethodsRequiringLogin = derivedRecipientActionAuth?.filter(
+    (method) => method !== DocumentAuth.EXPLICIT_NONE && method !== DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH,
+  );
+
   const isAuthRedirectRequired = Boolean(
-    derivedRecipientActionAuth &&
-      derivedRecipientActionAuth.length > 0 &&
-      !derivedRecipientActionAuth.includes(DocumentAuth.EXPLICIT_NONE) &&
-      user?.email !== recipient.email,
+    authMethodsRequiringLogin && authMethodsRequiringLogin.length > 0 && user?.email !== recipient.email,
   );
 
   const refetchPasskeys = async () => {

apps/remix/app/components/general/document-signing/document-signing-auto-sign.tsx

@@ -106,8 +106,12 @@ export const DocumentSigningAutoSign = ({ recipient, fields }: DocumentSigningAu
           }))
           .with(undefined, () => undefined)
           .with(
-            P.union(DocumentAuth.PASSKEY, DocumentAuth.TWO_FACTOR_AUTH, DocumentAuth.PASSWORD),
-            // This is a bit dirty, but the sentinel value used here is incredibly short-lived.
+            P.union(
+              DocumentAuth.PASSKEY,
+              DocumentAuth.TWO_FACTOR_AUTH,
+              DocumentAuth.EXTERNAL_TWO_FACTOR_AUTH,
+              DocumentAuth.PASSWORD,
+            ),
             () => 'NOT_SUPPORTED' as const,
           )
           .exhaustive();

apps/remix/app/components/general/document/document-attachments-popover.tsx

@@ -1,5 +1,6 @@
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,7 +25,7 @@ export type DocumentAttachmentsPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -156,7 +157,7 @@ export const DocumentAttachmentsPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/document/document-audit-log-download-button.tsx

@@ -11,10 +11,10 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentAuditLogDownloadButtonProps = {
   className?: string;
-  documentId: number;
+  envelopeId: string;
 };
 
-export const DocumentAuditLogDownloadButton = ({ className, documentId }: DocumentAuditLogDownloadButtonProps) => {
+export const DocumentAuditLogDownloadButton = ({ className, envelopeId }: DocumentAuditLogDownloadButtonProps) => {
   const { toast } = useToast();
   const { _ } = useLingui();
 
@@ -22,7 +22,7 @@ export const DocumentAuditLogDownloadButton = ({ className, documentId }: Docume
 
   const onDownloadAuditLogsClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadAuditLogs({ documentId });
+      const { data, envelopeTitle } = await downloadAuditLogs({ envelopeId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/document-certificate-download-button.tsx

@@ -13,13 +13,13 @@ import { DownloadIcon } from 'lucide-react';
 
 export type DocumentCertificateDownloadButtonProps = {
   className?: string;
-  documentId: number;
+  envelopeId: string;
   documentStatus: DocumentStatus;
 };
 
 export const DocumentCertificateDownloadButton = ({
   className,
-  documentId,
+  envelopeId,
   documentStatus,
 }: DocumentCertificateDownloadButtonProps) => {
   const { toast } = useToast();
@@ -29,7 +29,7 @@ export const DocumentCertificateDownloadButton = ({
 
   const onDownloadCertificatesClick = async () => {
     try {
-      const { data, envelopeTitle } = await downloadCertificate({ documentId });
+      const { data, envelopeTitle } = await downloadCertificate({ envelopeId });
 
       const buffer = new Uint8Array(base64.decode(data));
       const blob = new Blob([buffer], { type: 'application/pdf' });

apps/remix/app/components/general/document/document-status.tsx

@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
+import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 import type { HTMLAttributes } from 'react';
 
@@ -46,12 +46,6 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: XCircle,
     color: 'text-red-500 dark:text-red-300',
   },
-  EXPIRED: {
-    label: msg`Expired`,
-    labelExtended: msg`Document expired`,
-    icon: TimerOff,
-    color: 'text-orange-500 dark:text-orange-300',
-  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

apps/remix/app/components/general/document/embedded-editor-attachment-popover.tsx

@@ -1,5 +1,6 @@
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { nanoid } from '@documenso/lib/universal/id';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormMessage } from '@documenso/ui/primitives/form/form';
@@ -22,7 +23,7 @@ export type EmbeddedEditorAttachmentPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -117,7 +118,7 @@ export const EmbeddedEditorAttachmentPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page-renderer.tsx

@@ -49,6 +49,13 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
   const [isFieldChanging, setIsFieldChanging] = useState(false);
   const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
 
+  /**
+   * Whether the field was automatically selected on creation (drag-drop or marquee).
+   *
+   * We purposefully supress the floating toolbar for newly created fields.
+   */
+  const [isAutoSelectedField, setIsAutoSelectedField] = useState(false);
+
   const { stage, pageLayer, konvaContainer, scaledViewport, unscaledViewport } = usePageRenderer(
     ({ stage, pageLayer }) => createPageCanvas(stage, pageLayer),
     pageData,
@@ -237,10 +244,26 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
     fieldGroup.off('transformend');
     fieldGroup.off('dragend');
 
-    // Set up field selection.
-    fieldGroup.on('click', () => {
+    // Set up field selection. Shift + click toggles this field in/out of the current
+    // multi-selection, so fields can be added to a group by clicking them --
+    // complementing marquee drag-selection. A plain click (no modifier) selects just
+    // this field.
+    fieldGroup.on('click', (event) => {
       removePendingField();
-      setSelectedFields([fieldGroup]);
+
+      const isMultiSelectModifier = event.evt.shiftKey;
+
+      if (isMultiSelectModifier) {
+        const currentNodes = interactiveTransformer.current?.nodes() ?? [];
+        const isAlreadySelected = currentNodes.includes(fieldGroup);
+
+        setSelectedFields(
+          isAlreadySelected ? currentNodes.filter((node) => node !== fieldGroup) : [...currentNodes, fieldGroup],
+        );
+      } else {
+        setSelectedFields([fieldGroup]);
+      }
+
       pageLayer.current?.batchDraw();
     });
 
@@ -445,43 +468,18 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       }
     });
 
-    // Clicks should select/deselect shapes
+    // Clicking empty stage area clears the selection. Field clicks -- including
+    // Shift+click multi-select -- are handled by each field group's own click
+    // handler in `unsafeRenderFieldOnLayer`.
     currentStage.on('click tap', (e) => {
-      // if we are selecting with rect, do nothing
+      // If we are selecting with the marquee rectangle, do nothing.
       if (selectionRectangle.visible() && selectionRectangle.width() > 0 && selectionRectangle.height() > 0) {
         return;
       }
 
-      // If empty area clicked, remove all selections
+      // If empty area clicked, remove all selections.
       if (e.target === stage.current) {
         setSelectedFields([]);
-        return;
-      }
-
-      // Do nothing if field not clicked, or if field is not editable
-      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
-        return;
-      }
-
-      // do we pressed shift or ctrl?
-      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
-      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
-
-      if (!metaPressed && !isSelected) {
-        // if no key pressed and the node is not selected
-        // select just one
-        setSelectedFields([e.target]);
-      } else if (metaPressed && isSelected) {
-        // if we pressed keys and node was selected
-        // we need to remove it from selection:
-        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
-        // remove node from array
-        nodes.splice(nodes.indexOf(e.target), 1);
-        setSelectedFields(nodes);
-      } else if (metaPressed && !isSelected) {
-        // add the node into selection
-        const nodes = transformer.nodes().concat([e.target]);
-        setSelectedFields(nodes);
       }
     });
 
@@ -521,13 +519,48 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
       setSelectedFields(liveSelectedFieldGroups);
     }
 
+    // Mirror the editor's single selected field onto the canvas (Konva) selection.
+    //
+    // `addField` already marks a newly created field as the selected field, so this
+    // makes a field placed via the palette (drag-drop) or marquee creation show its
+    // resize handles immediately -- no second click needed. It also clears the canvas
+    // selection when the selected field is cleared (e.g. when the author starts
+    // placing another field), so the floating action toolbar can't intercept the next
+    // placement click. Runs after the render loop above so the field's group exists.
+    const selectedFormId = editorFields.selectedField?.formId ?? null;
+    const isSingleCanvasSelection = selectedKonvaFieldGroups.length === 1;
+
+    if (selectedFormId && localPageFields.some((field) => field.formId === selectedFormId)) {
+      const isAlreadySelected = isSingleCanvasSelection && selectedKonvaFieldGroups[0].id() === selectedFormId;
+
+      if (!isAlreadySelected) {
+        const fieldGroupToSelect = pageLayer.current.findOne(`#${selectedFormId}`);
+
+        if (fieldGroupToSelect instanceof Konva.Group) {
+          setSelectedFields([fieldGroupToSelect], { isAutoSelect: true });
+        }
+      }
+    } else if (selectedFormId === null && isSingleCanvasSelection) {
+      setSelectedFields([]);
+    }
+
     // Rerender the transformer
     interactiveTransformer.current?.forceUpdate();
 
     pageLayer.current.batchDraw();
-  }, [localPageFields, selectedKonvaFieldGroups, overlappingFieldFormIds, isFieldChanging]);
+  }, [
+    localPageFields,
+    selectedKonvaFieldGroups,
+    overlappingFieldFormIds,
+    isFieldChanging,
+    editorFields.selectedField?.formId,
+  ]);
+
+  const setSelectedFields = (nodes: Konva.Node[], options?: { isAutoSelect?: boolean }) => {
+    // Any explicit (user-driven) selection shows the action toolbar; only auto-selection
+    // on field creation suppresses it.
+    setIsAutoSelectedField(Boolean(options?.isAutoSelect));
 
-  const setSelectedFields = (nodes: Konva.Node[]) => {
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const fieldGroups = nodes.filter(
       (node) => node.hasName('field-group') && Boolean(node.getStage()) && Boolean(node.getParent()),
@@ -663,25 +696,30 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
 
   return (
     <>
-      {selectedKonvaFieldGroups.length > 0 && interactiveTransformer.current && !isFieldChanging && (
-        <FieldActionButtons
-          handleDuplicateSelectedFields={duplicatedSelectedFields}
-          handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
-          handleDeleteSelectedFields={deletedSelectedFields}
-          handleChangeRecipient={changeSelectedFieldsRecipients}
-          handleChangeFieldType={changeSelectedFieldsType}
-          selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
-          style={{
-            position: 'absolute',
-            top: interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
-            left: interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
-            transform: 'translateX(-50%)',
-            gap: '8px',
-            pointerEvents: 'auto',
-            zIndex: 50,
-          }}
-        />
-      )}
+      {selectedKonvaFieldGroups.length > 0 &&
+        interactiveTransformer.current &&
+        !isFieldChanging &&
+        !isAutoSelectedField && (
+          <FieldActionButtons
+            handleDuplicateSelectedFields={duplicatedSelectedFields}
+            handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
+            handleDeleteSelectedFields={deletedSelectedFields}
+            handleChangeRecipient={changeSelectedFieldsRecipients}
+            handleChangeFieldType={changeSelectedFieldsType}
+            selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
+            style={{
+              position: 'absolute',
+              top:
+                interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
+              left:
+                interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
+              transform: 'translateX(-50%)',
+              gap: '8px',
+              pointerEvents: 'auto',
+              zIndex: 50,
+            }}
+          />
+        )}
 
       {pendingFieldCreation && (
         <div

apps/remix/app/components/tables/documents-table-empty-state.tsx

@@ -1,7 +1,7 @@
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Bird, CheckCircle2, TimerOff, XCircle } from 'lucide-react';
+import { Bird, CheckCircle2, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -29,16 +29,6 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
       message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
       icon: XCircle,
     }))
-    .with(ExtendedDocumentStatus.REJECTED, () => ({
-      title: msg`No rejected documents`,
-      message: msg`There are no rejected documents. Documents that a recipient declines to sign will appear here.`,
-      icon: XCircle,
-    }))
-    .with(ExtendedDocumentStatus.EXPIRED, () => ({
-      title: msg`No expired documents`,
-      message: msg`There are no documents with expired signing links. You can redistribute a document to renew its expiration.`,
-      icon: TimerOff,
-    }))
     .with(ExtendedDocumentStatus.ALL, () => ({
       title: msg`We're all empty`,
       message: msg`You have not yet created or received any documents. To create a document please upload one.`,

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

@@ -104,6 +104,9 @@ export default function OrganisationSettingsBrandingPage() {
         description: t`We were unable to update your branding preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      // Rethrow so the form knows the save failed and keeps the unsaved changes.
+      throw err;
     }
   };
 

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

@@ -105,6 +105,8 @@ export default function OrganisationSettingsDocumentPage() {
         description: t`We were unable to update your document preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      throw err;
     }
   };
 

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

@@ -49,6 +49,8 @@ export default function OrganisationSettingsGeneral() {
         description: t`We were unable to update your email preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      throw err;
     }
   };
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.logs.tsx

@@ -153,11 +153,11 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
             <DocumentCertificateDownloadButton
               className="mr-2"
-              documentId={document.id}
+              envelopeId={document.envelopeId}
               documentStatus={document.status}
             />
 
-            <DocumentAuditLogDownloadButton documentId={document.id} />
+            <DocumentAuditLogDownloadButton envelopeId={document.envelopeId} />
           </div>
         </div>
       </div>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx

@@ -76,7 +76,6 @@ export default function DocumentsPage() {
     [ExtendedDocumentStatus.COMPLETED]: 0,
     [ExtendedDocumentStatus.REJECTED]: 0,
     [ExtendedDocumentStatus.CANCELLED]: 0,
-    [ExtendedDocumentStatus.EXPIRED]: 0,
     [ExtendedDocumentStatus.INBOX]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   });
@@ -158,8 +157,6 @@ export default function DocumentsPage() {
                   ExtendedDocumentStatus.COMPLETED,
                   ExtendedDocumentStatus.CANCELLED,
                   ExtendedDocumentStatus.DRAFT,
-                  ExtendedDocumentStatus.REJECTED,
-                  ExtendedDocumentStatus.EXPIRED,
                   ExtendedDocumentStatus.ALL,
                 ]
                   .filter((value) => {

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

@@ -1,14 +1,17 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
 import { useState } from 'react';
+import { Link } from 'react-router';
 
 import {
   BrandingPreferencesForm,
@@ -36,6 +39,8 @@ export default function TeamsSettingsPage() {
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
 
+  const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
+
   const canCustomBranding =
     organisation.organisationClaim.flags.embedSigningWhiteLabel === true || !IS_BILLING_ENABLED();
 
@@ -94,6 +99,9 @@ export default function TeamsSettingsPage() {
         description: t`We were unable to update your branding preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      // Rethrow so the form knows the save failed and keeps the unsaved changes.
+      throw err;
     }
   };
 
@@ -112,39 +120,61 @@ export default function TeamsSettingsPage() {
         subtitle={t`Here you can set preferences and defaults for branding.`}
       />
 
-      <section>
-        <BrandingPreferencesForm
-          canInherit={true}
-          hasAdvancedBranding={canCustomBranding}
-          context="Team"
-          settings={teamWithSettings.teamSettings}
-          onFormSubmit={onBrandingPreferencesFormSubmit}
-        />
+      {canConfigureBranding ? (
+        <section>
+          <BrandingPreferencesForm
+            canInherit={true}
+            hasAdvancedBranding={canCustomBranding}
+            context="Team"
+            settings={teamWithSettings.teamSettings}
+            onFormSubmit={onBrandingPreferencesFormSubmit}
+          />
 
-        {cssWarnings.length > 0 && (
-          <Alert variant="warning" className="mt-6">
+          {cssWarnings.length > 0 && (
+            <Alert variant="warning" className="mt-6">
+              <AlertTitle>
+                <Trans>CSS rules were dropped during sanitisation</Trans>
+              </AlertTitle>
+
+              <AlertDescription>
+                <ul className="list-disc pl-5">
+                  {cssWarnings.map((warning, index) => (
+                    <li key={index}>
+                      {warning.detail}
+                      {warning.line !== undefined && (
+                        <span className="text-muted-foreground">
+                          {' '}
+                          <Trans>(line {warning.line})</Trans>
+                        </span>
+                      )}
+                    </li>
+                  ))}
+                </ul>
+              </AlertDescription>
+            </Alert>
+          )}
+        </section>
+      ) : (
+        <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+          <div className="mb-4 sm:mb-0">
             <AlertTitle>
-              <Trans>CSS rules were dropped during sanitisation</Trans>
+              <Trans>Branding Preferences</Trans>
             </AlertTitle>
 
-            <AlertDescription>
-              <ul className="list-disc pl-5">
-                {cssWarnings.map((warning, index) => (
-                  <li key={index}>
-                    {warning.detail}
-                    {warning.line !== undefined && (
-                      <span className="text-muted-foreground">
-                        {' '}
-                        <Trans>(line {warning.line})</Trans>
-                      </span>
-                    )}
-                  </li>
-                ))}
-              </ul>
+            <AlertDescription className="mr-2">
+              <Trans>Currently branding can only be configured for Teams and above plans.</Trans>
             </AlertDescription>
-          </Alert>
-        )}
-      </section>
+          </div>
+
+          {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
+            <Button asChild variant="outline">
+              <Link to={`/o/${organisation.url}/settings/billing`}>
+                <Trans>Update Billing</Trans>
+              </Link>
+            </Button>
+          )}
+        </Alert>
+      )}
     </div>
   );
 }

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

@@ -96,6 +96,8 @@ export default function TeamsSettingsPage() {
         description: t`We were unable to update your document preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      throw err;
     }
   };
 

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

@@ -49,6 +49,8 @@ export default function TeamEmailSettingsGeneral() {
         description: t`We were unable to update your email preferences at this time, please try again later`,
         variant: 'destructive',
       });
+
+      throw err;
     }
   };
 

apps/remix/app/routes/_internal+/[__htmltopdf]+/certificate.tsx

@@ -150,6 +150,7 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
     let authLevel = match(actionAuthMethod)
       .with('ACCOUNT', () => _(msg`Account Re-Authentication`))
       .with('TWO_FACTOR_AUTH', () => _(msg`Two-Factor Re-Authentication`))
+      .with('EXTERNAL_TWO_FACTOR_AUTH', () => _(msg`External Two-Factor Re-Authentication`))
       .with('PASSWORD', () => _(msg`Password Re-Authentication`))
       .with('PASSKEY', () => _(msg`Passkey Re-Authentication`))
       .with('EXPLICIT_NONE', () => _(msg`Email`))

apps/remix/app/routes/_unauthenticated+/forgot-password.tsx

@@ -1,6 +1,7 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link } from 'react-router';
+import { Link, redirect } from 'react-router';
 
 import { ForgotPasswordForm } from '~/components/forms/forgot-password';
 import { appMetaTags } from '~/utils/meta';
@@ -9,6 +10,14 @@ export function meta() {
   return appMetaTags(msg`Forgot Password`);
 }
 
+export async function loader() {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
+  return null;
+}
+
 export default function ForgotPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/reset-password.$token.tsx

@@ -1,3 +1,4 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { getResetTokenValidity } from '@documenso/lib/server-only/user/get-reset-token-validity';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
@@ -13,6 +14,10 @@ export function meta() {
 }
 
 export async function loader({ params }: Route.LoaderArgs) {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
   const { token } = params;
 
   const isValid = await getResetTokenValidity({ token });

apps/remix/app/routes/_unauthenticated+/reset-password._index.tsx

@@ -1,7 +1,8 @@
+import { isSigninEnabledForProvider } from '@documenso/lib/constants/auth';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import { Link } from 'react-router';
+import { Link, redirect } from 'react-router';
 
 import { appMetaTags } from '~/utils/meta';
 
@@ -9,6 +10,14 @@ export function meta() {
   return appMetaTags(msg`Reset Password`);
 }
 
+export async function loader() {
+  if (!isSigninEnabledForProvider('email')) {
+    throw redirect('/signin');
+  }
+
+  return null;
+}
+
 export default function ResetPasswordPage() {
   return (
     <div className="w-screen max-w-lg px-4">

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -1,8 +1,11 @@
+import { authClient } from '@documenso/auth/client';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import {
   IS_GOOGLE_SSO_ENABLED,
   IS_MICROSOFT_SSO_ENABLED,
+  IS_OIDC_AUTO_REDIRECT_DISABLED,
   IS_OIDC_SSO_ENABLED,
+  isSigninEnabledForProvider,
   isSignupEnabledForProvider,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
@@ -11,6 +14,7 @@ import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { Loader2Icon } from 'lucide-react';
 import { useEffect, useState } from 'react';
 import { Link, redirect, useSearchParams } from 'react-router';
 
@@ -28,10 +32,20 @@ export async function loader({ request }: Route.LoaderArgs) {
   const { isAuthenticated } = await getOptionalSession(request);
 
   // SSR env variables.
-  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
-  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
-  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
+  const isEmailPasswordSigninEnabled = isSigninEnabledForProvider('email');
+  const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED && isSigninEnabledForProvider('google');
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED && isSigninEnabledForProvider('microsoft');
+  const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED && isSigninEnabledForProvider('oidc');
+
+  // Automatically redirect to OIDC when it is the only enabled signin transport,
+  // unless the redirect has been explicitly disabled via env.
+  const isOIDCOnlyTransport =
+    isOIDCSSOEnabled && !isEmailPasswordSigninEnabled && !isGoogleSSOEnabled && !isMicrosoftSSOEnabled;
+
+  const shouldAutoRedirectToOIDC = isOIDCOnlyTransport && !IS_OIDC_AUTO_REDIRECT_DISABLED;
+
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
+
   const isSignupEnabled =
     isSignupEnabledForProvider('email') ||
     (IS_GOOGLE_SSO_ENABLED && isSignupEnabledForProvider('google')) ||
@@ -47,18 +61,28 @@ export async function loader({ request }: Route.LoaderArgs) {
   }
 
   return {
+    isEmailPasswordSigninEnabled,
     isGoogleSSOEnabled,
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     isSignupEnabled,
     oidcProviderLabel,
     returnTo,
+    shouldAutoRedirectToOIDC,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, isSignupEnabled, oidcProviderLabel, returnTo } =
-    loaderData;
+  const {
+    isEmailPasswordSigninEnabled,
+    isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
+    isOIDCSSOEnabled,
+    isSignupEnabled,
+    oidcProviderLabel,
+    returnTo,
+    shouldAutoRedirectToOIDC,
+  } = loaderData;
 
   const { _ } = useLingui();
 
@@ -76,6 +100,27 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
     setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, []);
 
+  useEffect(() => {
+    if (!shouldAutoRedirectToOIDC) {
+      return;
+    }
+
+    void authClient.oidc.signIn({ redirectPath: returnTo ?? '/' });
+  }, [shouldAutoRedirectToOIDC, returnTo]);
+
+  if (shouldAutoRedirectToOIDC) {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="flex flex-col items-center justify-center gap-y-4 py-12">
+          <Loader2Icon className="h-8 w-8 animate-spin text-muted-foreground" />
+          <p className="text-muted-foreground text-sm">
+            <Trans>Redirecting to {oidcProviderLabel || 'OIDC'}...</Trans>
+          </p>
+        </div>
+      </div>
+    );
+  }
+
   return (
     <div className="w-screen max-w-lg px-4">
       <div className="z-10 rounded-xl border border-border bg-neutral-100 p-6 dark:bg-background">
@@ -95,6 +140,7 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
         <hr className="-mx-6 my-4" />
 
         <SignInForm
+          isEmailPasswordSigninEnabled={isEmailPasswordSigninEnabled}
           isGoogleSSOEnabled={isGoogleSSOEnabled}
           isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.13.0"
+  "version": "2.14.0"
 }

apps/remix/public/.well-known/security.txt

@@ -1,7 +1,14 @@
-# General Issues
+# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
+Contact: https://github.com/documenso/documenso/security/advisories/new
+
+# Alternatively, report critical issues privately by email.
+Contact: mailto:security@documenso.com
+
+# Security policy
+Policy: https://github.com/documenso/documenso/security/policy
+
+# General (non-security) issues
 Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
 
-# Report critical issues privately to let us take appropriate action before publishing.
-Contact: mailto:security@documenso.com
 Preferred-Languages: en
-Canonical: https://documenso.com/.well-known/security.txt
+Canonical: https://documenso.com/.well-known/security.txt

apps/remix/server/api/download/download.ts

@@ -1,20 +1,52 @@
+import { PDF_SIZE_A4_72PPI } from '@documenso/lib/constants/pdf';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { getEnvelopeById, getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { generateAuditLogPdf } from '@documenso/lib/server-only/pdf/generate-audit-log-pdf';
+import { generateCertificatePdf } from '@documenso/lib/server-only/pdf/generate-certificate-pdf';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
-import { EnvelopeType } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import contentDisposition from 'content-disposition';
 import { Hono } from 'hono';
 
 import type { HonoEnv } from '../../router';
 import { handleEnvelopeItemFileRequest } from '../files/files.helpers';
 import {
   ZDownloadDocumentRequestParamsSchema,
+  ZDownloadEnvelopeAuditLogPdfRequestParamsSchema,
+  ZDownloadEnvelopeCertificatePdfRequestParamsSchema,
   ZDownloadEnvelopeItemRequestParamsSchema,
   ZDownloadEnvelopeItemRequestQuerySchema,
 } from './download.types';
 
+/**
+ * Resolve and validate an API token from the Authorization header.
+ *
+ * Supports both "Authorization: Bearer api_xxx" and "Authorization: api_xxx".
+ */
+const resolveApiToken = async (authorizationHeader: string | undefined) => {
+  const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+  if (!token) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'API token was not provided',
+    });
+  }
+
+  const apiToken = await getApiTokenByToken({ token });
+
+  if (apiToken.user.disabled) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'User is disabled',
+    });
+  }
+
+  return apiToken;
+};
+
 export const downloadRoute = new Hono<HonoEnv>()
   /**
    * Download an envelope item by its ID.
@@ -30,24 +62,8 @@ export const downloadRoute = new Hono<HonoEnv>()
       try {
         const { envelopeItemId } = c.req.valid('param');
         const { version } = c.req.valid('query');
-        const authorizationHeader = c.req.header('authorization');
 
-        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
-        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
-
-        if (!token) {
-          throw new AppError(AppErrorCode.UNAUTHORIZED, {
-            message: 'API token was not provided',
-          });
-        }
-
-        const apiToken = await getApiTokenByToken({ token });
-
-        if (apiToken.user.disabled) {
-          throw new AppError(AppErrorCode.UNAUTHORIZED, {
-            message: 'User is disabled',
-          });
-        }
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
 
         logger.info({
           auth: 'api',
@@ -125,6 +141,180 @@ export const downloadRoute = new Hono<HonoEnv>()
       }
     },
   )
+  /**
+   * Download the audit log for a document as a PDF.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelope/:envelopeId/audit-log/download',
+    sValidator('param', ZDownloadEnvelopeAuditLogPdfRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeId } = c.req.valid('param');
+
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeId,
+        });
+
+        const envelope = await getEnvelopeById({
+          id: {
+            type: 'envelopeId',
+            id: envelopeId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        }).catch(() => null);
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        const auditLogPdf = await generateAuditLogPdf({
+          envelope,
+          recipients: envelope.recipients,
+          fields: envelope.fields,
+          language: envelope.documentMeta.language,
+          envelopeOwner: {
+            email: envelope.user.email,
+            name: envelope.user.name || '',
+          },
+          envelopeItems: envelope.envelopeItems.map((item) => item.title),
+          pageWidth: PDF_SIZE_A4_72PPI.width,
+          pageHeight: PDF_SIZE_A4_72PPI.height,
+        });
+
+        const result = await auditLogPdf.save();
+
+        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
+
+        c.header('Content-Type', 'application/pdf');
+        c.header('Content-Disposition', contentDisposition(`${baseTitle}_audit-log.pdf`));
+        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+
+        return c.body(result);
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          const { status, body } = AppError.toRestAPIError(error);
+
+          return c.json({ error: body.message, code: error.code }, status);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
+  /**
+   * Download the signing certificate for a completed document as a PDF.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelope/:envelopeId/certificate/download',
+    sValidator('param', ZDownloadEnvelopeCertificatePdfRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeId } = c.req.valid('param');
+
+        const apiToken = await resolveApiToken(c.req.header('authorization'));
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeId,
+        });
+
+        const { envelopeWhereInput } = await getEnvelopeWhereInput({
+          id: {
+            type: 'envelopeId',
+            id: envelopeId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        });
+
+        const envelope = await prisma.envelope.findFirst({
+          where: envelopeWhereInput,
+          include: {
+            recipients: true,
+            fields: {
+              include: {
+                signature: true,
+              },
+            },
+            documentMeta: true,
+            user: {
+              select: {
+                email: true,
+                name: true,
+              },
+            },
+          },
+        });
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        // A cancelled document was never sealed/completed, so a signing certificate
+        // must not be generated for it.
+        if (!isDocumentCompleted(envelope.status) || envelope.status === DocumentStatus.CANCELLED) {
+          throw new AppError('DOCUMENT_NOT_COMPLETE', {
+            message: 'Document is not complete',
+          });
+        }
+
+        const certificatePdf = await generateCertificatePdf({
+          envelope,
+          recipients: envelope.recipients,
+          fields: envelope.fields,
+          language: envelope.documentMeta.language,
+          envelopeOwner: {
+            email: envelope.user.email,
+            name: envelope.user.name || '',
+          },
+          pageWidth: PDF_SIZE_A4_72PPI.width,
+          pageHeight: PDF_SIZE_A4_72PPI.height,
+        });
+
+        const result = await certificatePdf.save();
+
+        const baseTitle = envelope.title.replace(/\.pdf$/i, '');
+
+        c.header('Content-Type', 'application/pdf');
+        c.header('Content-Disposition', contentDisposition(`${baseTitle}_certificate.pdf`));
+        c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+
+        return c.body(result);
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          const { status, body } = AppError.toRestAPIError(error);
+
+          return c.json({ error: body.message, code: error.code }, status);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
   /**
    * Download a document by its ID.
    * Requires API key authentication via Authorization header.
@@ -134,24 +324,8 @@ export const downloadRoute = new Hono<HonoEnv>()
 
     try {
       const { documentId, version } = c.req.valid('param');
-      const authorizationHeader = c.req.header('authorization');
 
-      // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
-      const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
-
-      if (!token) {
-        throw new AppError(AppErrorCode.UNAUTHORIZED, {
-          message: 'API token was not provided',
-        });
-      }
-
-      const apiToken = await getApiTokenByToken({ token });
-
-      if (apiToken.user.disabled) {
-        throw new AppError(AppErrorCode.UNAUTHORIZED, {
-          message: 'User is disabled',
-        });
-      }
+      const apiToken = await resolveApiToken(c.req.header('authorization'));
 
       logger.info({
         auth: 'api',
@@ -200,11 +374,9 @@ export const downloadRoute = new Hono<HonoEnv>()
       logger.error(error);
 
       if (error instanceof AppError) {
-        if (error.code === AppErrorCode.UNAUTHORIZED) {
-          return c.json({ error: error.message }, 401);
-        }
+        const { status, body } = AppError.toRestAPIError(error);
 
-        return c.json({ error: error.message }, 400);
+        return c.json({ error: body.message, code: error.code }, status);
       }
 
       return c.json({ error: 'Internal server error' }, 500);

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

@@ -30,3 +30,17 @@ export const ZDownloadDocumentRequestParamsSchema = z.object({
 });
 
 export type TDownloadDocumentRequestParams = z.infer<typeof ZDownloadDocumentRequestParamsSchema>;
+
+export const ZDownloadEnvelopeAuditLogPdfRequestParamsSchema = z.object({
+  envelopeId: z.string().describe('The ID of the envelope to download the audit log for.'),
+});
+
+export type TDownloadEnvelopeAuditLogPdfRequestParams = z.infer<typeof ZDownloadEnvelopeAuditLogPdfRequestParamsSchema>;
+
+export const ZDownloadEnvelopeCertificatePdfRequestParamsSchema = z.object({
+  envelopeId: z.string().describe('The ID of the envelope to download the certificate for.'),
+});
+
+export type TDownloadEnvelopeCertificatePdfRequestParams = z.infer<
+  typeof ZDownloadEnvelopeCertificatePdfRequestParamsSchema
+>;

docker/production/compose.yml

@@ -64,6 +64,12 @@ services:
       - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP}
       - NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=${NEXT_PUBLIC_DISABLE_OIDC_SIGNUP}
       - NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=${NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS}
+      - NEXT_PUBLIC_DISABLE_SIGNIN=${NEXT_PUBLIC_DISABLE_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=${NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=${NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=${NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=${NEXT_PUBLIC_DISABLE_OIDC_SIGNIN}
+      - NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=${NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT}
       - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
       - NEXT_PRIVATE_SIGNING_PASSPHRASE=${NEXT_PRIVATE_SIGNING_PASSPHRASE}
       - NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=${NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS}

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.13.0",
+  "version": "2.14.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.13.0",
+      "version": "2.14.0",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -15,7 +15,7 @@
       "dependencies": {
         "@ai-sdk/google-vertex": "3.0.81",
         "@documenso/prisma": "*",
-        "@libpdf/core": "^0.4.0",
+        "@libpdf/core": "^0.4.1",
         "@lingui/conf": "^5.6.0",
         "@lingui/core": "^5.6.0",
         "@marsidev/react-turnstile": "^1.5.0",
@@ -406,7 +406,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.13.0",
+      "version": "2.14.0",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",
@@ -4661,9 +4661,9 @@
       "license": "MIT"
     },
     "node_modules/@libpdf/core": {
-      "version": "0.4.0",
-      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.4.0.tgz",
-      "integrity": "sha512-G9nZRjf9DGDJaS/C23YWogk8akPM7O/6HfMslxVsKTKRbbbb+0szpQIetcGGUGRu7KtmBDmGDWCgz//DXSmq8A==",
+      "version": "0.4.1",
+      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.4.1.tgz",
+      "integrity": "sha512-DWGxWw1na8oFPixz+b6kOgu4tMD8xJLDgyPGVUNqIswO5POHAxsqmTvUvDW0IrwHP7kFRHBV3I3T/KhTABf9rA==",
       "license": "MIT",
       "dependencies": {
         "@noble/ciphers": "^2.2.0",

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.13.0",
+  "version": "2.14.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",
@@ -35,7 +35,6 @@
     "with:env": "dotenv -e .env -e .env.local --",
     "reset:hard": "npm run clean && npm i && npm run prisma:generate",
     "precommit": "npm install && git add package.json package-lock.json",
-    "trigger:dev": "npm run with:env -- npx trigger-cli dev --handler-path=\"/api/jobs\"",
     "inngest:dev": "inngest dev -u http://localhost:3000/api/jobs",
     "make:version": "npm version --workspace @documenso/remix --include-workspace-root --no-git-tag-version -m \"v%s\"",
     "translate": "npm run translate:extract && npm run translate:compile",
@@ -88,7 +87,7 @@
   "dependencies": {
     "@ai-sdk/google-vertex": "3.0.81",
     "@documenso/prisma": "*",
-    "@libpdf/core": "^0.4.0",
+    "@libpdf/core": "^0.4.1",
     "@lingui/conf": "^5.6.0",
     "@lingui/core": "^5.6.0",
     "@prisma/extension-read-replicas": "^0.4.1",

packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts

@@ -526,7 +526,7 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   // Should be able to access organisation settings
   await expect(page.getByText('Organisation Settings')).toBeVisible();
   await expect(page.getByLabel('Organisation Name*')).toBeVisible();
-  await expect(page.getByRole('button', { name: 'Update organisation' })).toBeVisible();
+  await expect(page.getByLabel('Organisation Name*')).toBeEnabled();
 
   // Should have delete permissions
   await expect(page.getByRole('button', { name: 'Delete' })).toBeVisible();

packages/app-tests/e2e/api/v2/find-documents.spec.ts

@@ -1,13 +1,7 @@
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
-import {
-  DocumentStatus,
-  DocumentVisibility,
-  RecipientRole,
-  SigningStatus,
-  TeamMemberRole,
-} from '@documenso/prisma/client';
+import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
 import {
   seedBlankDocument,
   seedCompletedDocument,
@@ -1566,123 +1560,3 @@ test.describe('Find Documents API - Adversarial: Cross-Team templateId', () => {
     expect(ownTemplate!.data[0].title).toBe('TeamA Doc from Template');
   });
 });
-
-test.describe('Find Documents API - Expired Recipient Filter', () => {
-  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
-  const FUTURE = new Date(Date.now() + 24 * 60 * 60 * 1000);
-
-  test('hasExpiredRecipients=true returns only docs with an expired, unsigned, non-CC recipient', async ({
-    request,
-  }) => {
-    const { user, team } = await seedUser();
-    const { user: recipient } = await seedUser();
-
-    const { token } = await createApiToken({
-      userId: user.id,
-      teamId: team.id,
-      tokenName: 'expired-token',
-      expiresIn: null,
-    });
-
-    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired Recipient Doc' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: expiredDoc.id },
-      data: { expiresAt: PAST },
-    });
-
-    const activeDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Active Recipient Doc' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: activeDoc.id },
-      data: { expiresAt: FUTURE },
-    });
-
-    await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'No Expiry Doc' },
-    });
-
-    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
-    const titles = json!.data.map((d) => d.title);
-    expect(titles).toContain('Expired Recipient Doc');
-    expect(titles).not.toContain('Active Recipient Doc');
-    expect(titles).not.toContain('No Expiry Doc');
-    expect(json!.count).toBe(1);
-  });
-
-  test('hasExpiredRecipients=false (and omitted) does not filter by expiry', async ({ request }) => {
-    const { user, team } = await seedUser();
-    const { user: recipient } = await seedUser();
-
-    const { token } = await createApiToken({
-      userId: user.id,
-      teamId: team.id,
-      tokenName: 'expired-false-token',
-      expiresIn: null,
-    });
-
-    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired Doc' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: expiredDoc.id },
-      data: { expiresAt: PAST },
-    });
-
-    await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Active Doc' },
-    });
-
-    // "false" must NOT be coerced to true — both docs should be returned.
-    const { json: falseJson } = await findDocuments(request, token, { hasExpiredRecipients: 'false' });
-    expect(falseJson!.count).toBe(2);
-
-    const { json: omittedJson } = await findDocuments(request, token);
-    expect(omittedJson!.count).toBe(2);
-  });
-
-  test('excludes signed and CC recipients from the expired filter', async ({ request }) => {
-    const { user, team } = await seedUser();
-    const { user: recipient } = await seedUser();
-
-    const { token } = await createApiToken({
-      userId: user.id,
-      teamId: team.id,
-      tokenName: 'expired-exclude-token',
-      expiresIn: null,
-    });
-
-    const signedDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired but Signed' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: signedDoc.id },
-      data: { expiresAt: PAST, signingStatus: SigningStatus.SIGNED },
-    });
-
-    const ccDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired but CC' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: ccDoc.id },
-      data: { expiresAt: PAST, role: RecipientRole.CC },
-    });
-
-    const validDoc = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired Unsigned Signer' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: validDoc.id },
-      data: { expiresAt: PAST },
-    });
-
-    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
-    const titles = json!.data.map((d) => d.title);
-    expect(titles).toContain('Expired Unsigned Signer');
-    expect(titles).not.toContain('Expired but Signed');
-    expect(titles).not.toContain('Expired but CC');
-    expect(json!.count).toBe(1);
-  });
-});

packages/app-tests/e2e/api/v2/find-envelopes.spec.ts

@@ -1055,38 +1055,3 @@ test.describe('Find Envelopes API - Cross-User Isolation', () => {
     expect(titles).not.toContain('Member Org Team Env');
   });
 });
-
-test.describe('Find Envelopes API - Expired Recipient Filter', () => {
-  test('hasExpiredRecipients=true returns only envelopes with an expired, unsigned recipient', async ({ request }) => {
-    const { user, team } = await seedUser();
-    const { user: recipient } = await seedUser();
-
-    const { token } = await createApiToken({
-      userId: user.id,
-      teamId: team.id,
-      tokenName: 'env-expired-token',
-      expiresIn: null,
-    });
-
-    const expiredEnvelope = await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Expired Envelope' },
-    });
-    await prisma.recipient.updateMany({
-      where: { envelopeId: expiredEnvelope.id },
-      data: { expiresAt: new Date(Date.now() - 24 * 60 * 60 * 1000) },
-    });
-
-    await seedPendingDocument(user, team.id, [recipient], {
-      createDocumentOptions: { title: 'Active Envelope' },
-    });
-
-    const { json } = await findEnvelopes(request, token, {
-      type: EnvelopeType.DOCUMENT,
-      hasExpiredRecipients: 'true',
-    });
-    const titles = json!.data.map((d) => d.title);
-    expect(titles).toContain('Expired Envelope');
-    expect(titles).not.toContain('Active Envelope');
-    expect(json!.count).toBe(1);
-  });
-});

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-envelope-cert-audit-log.spec.ts

@@ -0,0 +1,284 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedCompletedDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { type APIRequestContext, expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+/**
+ * Create an API token directly, bypassing the role check in `createApiToken`.
+ *
+ * This simulates a token that was minted while the user had permission, and which
+ * survives a later downgrade to a lower team role (e.g. MEMBER). Such a token must
+ * still respect document visibility at request time.
+ */
+const seedApiTokenForUser = async ({
+  userId,
+  teamId,
+  tokenName,
+}: {
+  userId: number;
+  teamId: number;
+  tokenName: string;
+}) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: {
+      name: tokenName,
+      token: hashString(token),
+      expires: null,
+      userId,
+      teamId,
+    },
+  });
+
+  return { token };
+};
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+const downloadAuditLogPdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
+  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/audit-log/download`, {
+    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
+  });
+};
+
+const downloadCertificatePdf = (request: APIRequestContext, envelopeId: string, authToken?: string) => {
+  return request.get(`${API_BASE_URL}/envelope/${envelopeId}/certificate/download`, {
+    headers: authToken ? { Authorization: `Bearer ${authToken}` } : {},
+  });
+};
+
+test.describe('Envelope certificate / audit log PDF download API V2 - access control', () => {
+  let userA: User, teamA: Team, userB: User, teamB: Team, tokenA: string, tokenB: string;
+
+  test.beforeEach(async () => {
+    ({ user: userA, team: teamA } = await seedUser());
+    ({ token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'userA',
+      expiresIn: null,
+    }));
+
+    ({ user: userB, team: teamB } = await seedUser());
+    ({ token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'userB',
+      expiresIn: null,
+    }));
+  });
+
+  test('should reject audit log download without an API token', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadAuditLogPdf(request, document.id);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject certificate download without an API token', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadCertificatePdf(request, document.id);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject audit log download from a user in a different team', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadAuditLogPdf(request, document.id, tokenB);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should reject certificate download from a user in a different team', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    const res = await downloadCertificatePdf(request, document.id, tokenB);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should reject a disabled user downloading the audit log', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    await prisma.user.update({
+      where: { id: userA.id },
+      data: { disabled: true },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, tokenA);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should reject a disabled user downloading the certificate', async ({ request }) => {
+    const document = await seedCompletedDocument(userA, teamA.id, ['recipient@test.documenso.com']);
+
+    await prisma.user.update({
+      where: { id: userA.id },
+      data: { disabled: true },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, tokenA);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(401);
+  });
+
+  test('should return 404 for a non-existent envelope id', async ({ request }) => {
+    const auditLogRes = await downloadAuditLogPdf(request, 'envelope_doesnotexist', tokenA);
+    expect(auditLogRes.status()).toBe(404);
+
+    const certificateRes = await downloadCertificatePdf(request, 'envelope_doesnotexist', tokenA);
+    expect(certificateRes.status()).toBe(404);
+  });
+});
+
+test.describe('Envelope certificate / audit log PDF download API V2 - document visibility', () => {
+  test.describe.configure({
+    mode: 'parallel',
+  });
+
+  test('should hide an ADMIN-only document from a downgraded member (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-audit-log-token',
+    });
+
+    // ADMIN-visibility document owned by the team owner - a member must not see it.
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    // Visibility failure surfaces as not-found, matching the canonical access checks.
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide an ADMIN-only document from a downgraded member (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-certificate-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-manager-vis-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide a MANAGER_AND_ABOVE document from a downgraded member (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-manager-vis-cert-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.MANAGER_AND_ABOVE },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should hide an ADMIN-only document from a downgraded manager (certificate)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+
+    const { token: managerToken } = await seedApiTokenForUser({
+      userId: manager.id,
+      teamId: team.id,
+      tokenName: 'manager-admin-vis-cert-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+    });
+
+    const res = await downloadCertificatePdf(request, document.id, managerToken);
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('should allow a member to download an EVERYONE-visibility document (audit log)', async ({ request }) => {
+    const { team, owner } = await seedTeam();
+    const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+    const { token: memberToken } = await seedApiTokenForUser({
+      userId: member.id,
+      teamId: team.id,
+      tokenName: 'member-everyone-vis-token',
+    });
+
+    const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+      createDocumentOptions: { visibility: DocumentVisibility.EVERYONE },
+    });
+
+    const res = await downloadAuditLogPdf(request, document.id, memberToken);
+
+    expect(res.ok()).toBeTruthy();
+    expect(res.status()).toBe(200);
+    expect(res.headers()['content-type']).toContain('application/pdf');
+  });
+});

packages/app-tests/e2e/documents/document-visibility-access.spec.ts

@@ -0,0 +1,89 @@
+import { cancelDocument } from '@documenso/lib/server-only/document/cancel-document';
+import { deleteDocument } from '@documenso/lib/server-only/document/delete-document';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+
+const requestMetadata = {
+  auth: null,
+  requestMetadata: {},
+  source: 'app' as const,
+};
+
+test.describe.configure({ mode: 'parallel' });
+
+const canReadEnvelope = async (envelopeId: string, userId: number, teamId: number) => {
+  try {
+    await getEnvelopeWhereInput({
+      id: { type: 'envelopeId', id: envelopeId },
+      userId,
+      teamId,
+      type: null,
+    }).then(({ envelopeWhereInput }) => prisma.envelope.findFirstOrThrow({ where: envelopeWhereInput }));
+
+    return true;
+  } catch {
+    return false;
+  }
+};
+
+test('[DOCUMENTS]: a member cannot delete a document with restricted visibility', async () => {
+  const { user: owner, team } = await seedUser();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: {
+      visibility: DocumentVisibility.ADMIN,
+      status: DocumentStatus.DRAFT,
+    },
+  });
+
+  // The member cannot read an ADMIN-visibility document, so they must not be
+  // able to delete it either.
+  expect(await canReadEnvelope(envelope.id, member.id, team.id)).toBe(false);
+
+  await expect(
+    deleteDocument({
+      id: { type: 'envelopeId', id: envelope.id },
+      userId: member.id,
+      teamId: team.id,
+      requestMetadata,
+    }),
+  ).rejects.toThrow();
+
+  const stillExists = await prisma.envelope.findUnique({ where: { id: envelope.id } });
+  expect(stillExists).not.toBeNull();
+});
+
+test('[DOCUMENTS]: a manager cannot cancel a document with restricted visibility', async () => {
+  const { user: owner, team } = await seedUser();
+  const manager = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: {
+      visibility: DocumentVisibility.ADMIN,
+      status: DocumentStatus.PENDING,
+    },
+  });
+
+  // A manager outranks a member but still cannot read an ADMIN-visibility
+  // document, so cancellation must be blocked despite the sufficient role.
+  expect(await canReadEnvelope(envelope.id, manager.id, team.id)).toBe(false);
+
+  await expect(
+    cancelDocument({
+      id: { type: 'envelopeId', id: envelope.id },
+      userId: manager.id,
+      teamId: team.id,
+      reason: 'test-cancel',
+      requestMetadata,
+    }),
+  ).rejects.toThrow();
+
+  const after = await prisma.envelope.findUnique({ where: { id: envelope.id } });
+  expect(after?.status).toBe(DocumentStatus.PENDING);
+});

packages/app-tests/e2e/envelope-editor-v2/attachment-url-validation.spec.ts

@@ -0,0 +1,70 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'attachment-url-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+/**
+ * Attachment URLs are rendered as link hrefs, so they must be restricted to
+ * http(s). The API must reject any other scheme.
+ */
+const NON_HTTP_URLS = [
+  'javascript:alert(document.cookie)',
+  'data:text/html,<script>alert(1)</script>',
+  'vbscript:msgbox(1)',
+  'file:///etc/passwd',
+];
+
+test('[ATTACHMENTS]: rejects attachment URLs with a non-http(s) protocol', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id);
+
+  for (const url of NON_HTTP_URLS) {
+    const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+      headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
+      data: { envelopeId: envelope.id, data: { label: 'attachment', data: url } },
+    });
+
+    expect(res.ok(), `expected ${url} to be rejected`).toBe(false);
+  }
+
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(0);
+});
+
+test('[ATTACHMENTS]: accepts attachment URLs with an http(s) protocol', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const { token } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id);
+
+  const res = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${token}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'safe', data: 'https://example.com/file.pdf' } },
+  });
+
+  expect(res.ok()).toBe(true);
+
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(1);
+  expect(attachments[0].data).toBe('https://example.com/file.pdf');
+});

packages/app-tests/e2e/envelope-editor-v2/attachment-visibility-access.spec.ts

@@ -0,0 +1,121 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { type APIRequestContext, expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'attachment-access-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+const canReadEnvelope = async (request: APIRequestContext, token: string, envelopeId: string) => {
+  const res = await request.get(`${API_BASE_URL}/envelope/${envelopeId}`, {
+    headers: { Authorization: `Bearer ${token}` },
+  });
+
+  return res.ok();
+};
+
+/**
+ * Attachment create/update/delete/list must enforce document visibility, not
+ * just team membership. A member whose visibility tier excludes a restricted
+ * envelope must not be able to read or mutate its attachments.
+ */
+test('[ATTACHMENTS]: a member cannot create or delete attachments on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'attachment', data: 'https://example.com' } },
+  });
+
+  expect(createRes.ok()).toBe(false);
+
+  // No attachment should have been created.
+  const attachments = await prisma.envelopeAttachment.findMany({ where: { envelopeId: envelope.id } });
+  expect(attachments).toHaveLength(0);
+});
+
+test('[ATTACHMENTS]: a member cannot update an attachment on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  // The owner (who can see the document) creates the attachment.
+  const createRes = await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'original', data: 'https://example.com/original' } },
+  });
+  expect(createRes.ok()).toBe(true);
+  const attachment = await createRes.json();
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const updateRes = await request.post(`${API_BASE_URL}/envelope/attachment/update`, {
+    headers: { Authorization: `Bearer ${memberToken}`, 'Content-Type': 'application/json' },
+    data: { id: attachment.id, data: { label: 'tampered', data: 'https://example.com/tampered' } },
+  });
+
+  expect(updateRes.ok()).toBe(false);
+
+  const persisted = await prisma.envelopeAttachment.findUnique({ where: { id: attachment.id } });
+  expect(persisted?.label).toBe('original');
+});
+
+test('[ATTACHMENTS]: a member cannot list attachments on a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: ownerToken } = await seedApiTokenForUser({ userId: owner.id, teamId: team.id });
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const envelope = await seedBlankDocument(owner, team.id, {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  await request.post(`${API_BASE_URL}/envelope/attachment/create`, {
+    headers: { Authorization: `Bearer ${ownerToken}`, 'Content-Type': 'application/json' },
+    data: { envelopeId: envelope.id, data: { label: 'restricted', data: 'https://example.com/restricted' } },
+  });
+
+  expect(await canReadEnvelope(request, memberToken, envelope.id)).toBe(false);
+
+  const findRes = await request.get(`${API_BASE_URL}/envelope/attachment?envelopeId=${envelope.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(findRes.ok()).toBe(false);
+
+  const body = findRes.ok() ? await findRes.json() : null;
+  const attachments = body?.data ?? [];
+  expect(attachments).toHaveLength(0);
+});

packages/app-tests/e2e/envelope-editor-v2/envelope-fields.spec.ts

@@ -20,7 +20,7 @@ import {
   type TEnvelopeEditorSurface,
 } from '../fixtures/envelope-editor';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
-import { getKonvaElementCountForPage } from '../fixtures/konva';
+import { getKonvaElementCountForPage, getKonvaTransformerNodeCountForPage } from '../fixtures/konva';
 
 type TFieldFlowResult = {
   externalId: string;
@@ -46,6 +46,7 @@ const updateExternalId = async (surface: TEnvelopeEditorSurface, externalId: str
 
   if (!surface.isEmbedded) {
     await expectToastTextToBeVisible(surface.root, 'Envelope updated');
+    await surface.root.getByTestId('toast-close').click();
   }
 };
 
@@ -98,6 +99,17 @@ const selectFieldOnCanvas = async (root: Page, position: { x: number; y: number
   await canvas.click({ position, force: true });
 };
 
+/**
+ * Shift+click a field on the canvas to toggle it in/out of the current multi-selection.
+ */
+const shiftClickFieldOnCanvas = async (root: Page, position: { x: number; y: number }) => {
+  const canvas = root.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible();
+  await root.waitForTimeout(300);
+  // Use force:true to bypass any floating action toolbar buttons that may intercept clicks.
+  await canvas.click({ position, modifiers: ['Shift'], force: true });
+};
+
 const runAddAndPersistSignatureTextFields = async (surface: TEnvelopeEditorSurface): Promise<TFieldFlowResult> => {
   const externalId = `e2e-fields-${nanoid()}`;
 
@@ -760,9 +772,106 @@ const assertChangeFieldTypePersistedInDatabase = async ({
   expect(actualMetaTypes).toEqual(['date', 'date']);
 };
 
+// --- Shift+click multi-select flow ---
+
+type TShiftClickFlowResult = {
+  externalId: string;
+};
+
+const SHIFT_CLICK_FIELD_POSITIONS = {
+  signature: { x: 150, y: 120 },
+  text: { x: 150, y: 260 },
+  name: { x: 150, y: 400 },
+};
+
+const runShiftClickMultiSelectFlow = async (surface: TEnvelopeEditorSurface): Promise<TShiftClickFlowResult> => {
+  const externalId = `e2e-shift-click-${nanoid()}`;
+  const root = surface.root;
+
+  if (surface.isEmbedded && !surface.envelopeId) {
+    await addEnvelopeItemPdf(root, 'embedded-fields.pdf');
+  }
+
+  await updateExternalId(surface, externalId);
+  await setupRecipientsForFieldPlacement(surface);
+
+  await clickEnvelopeEditorStep(root, 'addFields');
+  await expect(root.locator('.konva-container canvas').first()).toBeVisible();
+
+  // Place three fields, spaced far enough apart that their action toolbars don't
+  // overlap a neighbouring field's click target.
+  await placeFieldOnPdf(root, 'Signature', SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await placeFieldOnPdf(root, 'Text', SHIFT_CLICK_FIELD_POSITIONS.text);
+  await placeFieldOnPdf(root, 'Name', SHIFT_CLICK_FIELD_POSITIONS.name);
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(3);
+
+  // A plain click selects exactly one field.
+  await selectFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
+
+  // Shift+click a second field ADDS it to the selection (the new behaviour).
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.text);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
+
+  // Shift+click an already-selected field REMOVES it from the selection.
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(1);
+
+  // Shift+click it again RE-ADDS it, leaving Signature + Text selected and Name excluded.
+  await shiftClickFieldOnCanvas(root, SHIFT_CLICK_FIELD_POSITIONS.signature);
+  await expect.poll(() => getKonvaTransformerNodeCountForPage(root, 1)).toBe(2);
+
+  // Delete the two selected fields via the floating action toolbar. Only the
+  // un-selected Name field should remain -- proving the multi-selection contained
+  // exactly the two Shift-clicked fields.
+  await expect(root.locator('button[title="Remove"]')).toBeVisible();
+  await root.locator('button[title="Remove"]').click();
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
+
+  // Navigate away and back to verify persistence.
+  await clickEnvelopeEditorStep(root, 'upload');
+  await clickEnvelopeEditorStep(root, 'addFields');
+  expect(await getKonvaElementCountForPage(root, 1, '.field-group')).toBe(1);
+
+  return { externalId };
+};
+
+const assertShiftClickMultiSelectPersistedInDatabase = async ({
+  surface,
+  externalId,
+}: {
+  surface: TEnvelopeEditorSurface;
+  externalId: string;
+}) => {
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: {
+      externalId,
+      userId: surface.userId,
+      teamId: surface.teamId,
+      type: surface.envelopeType,
+    },
+    orderBy: { createdAt: 'desc' },
+    include: { fields: true },
+  });
+
+  // Signature + Text were multi-selected via Shift+click and deleted; only Name remains.
+  expect(envelope.fields).toHaveLength(1);
+  expect(envelope.fields[0].type).toBe(FieldType.NAME);
+};
+
 // --- Test describe blocks ---
 
 test.describe('document editor', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openDocumentEnvelopeEditor(page);
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openDocumentEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -815,6 +924,16 @@ test.describe('document editor', () => {
 });
 
 test.describe('template editor', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openTemplateEnvelopeEditor(page);
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openTemplateEnvelopeEditor(page);
     const result = await runAddAndPersistSignatureTextFields(surface);
@@ -867,6 +986,21 @@ test.describe('template editor', () => {
 });
 
 test.describe('embedded create', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openEmbeddedEnvelopeEditor(page, {
+      envelopeType: 'DOCUMENT',
+      tokenNamePrefix: 'e2e-embed-shift-click',
+    });
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await persistEmbeddedEnvelope(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'DOCUMENT',
@@ -944,6 +1078,22 @@ test.describe('embedded create', () => {
 });
 
 test.describe('embedded edit', () => {
+  test('shift+click adds and removes fields from the selection', async ({ page }) => {
+    const surface = await openEmbeddedEnvelopeEditor(page, {
+      envelopeType: 'TEMPLATE',
+      mode: 'edit',
+      tokenNamePrefix: 'e2e-embed-shift-click',
+    });
+    const result = await runShiftClickMultiSelectFlow(surface);
+
+    await persistEmbeddedEnvelope(surface);
+
+    await assertShiftClickMultiSelectPersistedInDatabase({
+      surface,
+      ...result,
+    });
+  });
+
   test('add and persist signature/text fields', async ({ page }) => {
     const surface = await openEmbeddedEnvelopeEditor(page, {
       envelopeType: 'TEMPLATE',

packages/app-tests/e2e/envelopes/envelope-expiration-settings.spec.ts

@@ -19,7 +19,7 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   });
 
   // Wait for the form to load.
-  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
+  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
 
   // Change the amount to 2.
   const amountInput = page.getByTestId('envelope-expiration-amount');
@@ -35,7 +35,7 @@ test('[ENVELOPE_EXPIRATION]: set custom expiration period at organisation level'
   await unitTrigger.click();
   await page.getByRole('option', { name: 'Weeks' }).click();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
@@ -57,14 +57,14 @@ test('[ENVELOPE_EXPIRATION]: disable expiration at organisation level', async ({
     redirectPath: `/o/${organisation.url}/settings/document`,
   });
 
-  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
+  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
 
   // Find the mode select (shows "Custom duration") and change to "Never expires".
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
   await modeTrigger.click();
   await page.getByRole('option', { name: 'Never expires' }).click();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify via database.
@@ -109,7 +109,7 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
     redirectPath: `/t/${team.url}/settings/document`,
   });
 
-  await expect(page.getByRole('button', { name: 'Update' }).first()).toBeVisible();
+  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
 
   // The expiration picker mode select should show "Inherit from organisation" by default.
   const modeTrigger = page.getByTestId('envelope-expiration-mode');
@@ -128,7 +128,7 @@ test('[ENVELOPE_EXPIRATION]: team overrides organisation expiration', async ({ p
   await unitTrigger.click();
   await page.getByRole('option', { name: 'Days' }).click();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   // Verify team setting is overridden.

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -324,10 +324,7 @@ test.describe('Signing Certificate Tests', () => {
       .click();
     await page.getByRole('option', { name: 'No' }).click();
 
-    await page
-      .getByRole('button', { name: /Update/ })
-      .first()
-      .click();
+    await page.getByRole('button', { name: 'Save changes' }).first().click();
 
     await page.waitForTimeout(1000);
 
@@ -347,10 +344,7 @@ test.describe('Signing Certificate Tests', () => {
       .getByRole('combobox')
       .click();
     await page.getByRole('option', { name: 'Yes' }).click();
-    await page
-      .getByRole('button', { name: /Update/ })
-      .first()
-      .click();
+    await page.getByRole('button', { name: 'Save changes' }).first().click();
 
     await page.waitForTimeout(1000);
 

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

@@ -16,3 +16,35 @@ export const getKonvaElementCountForPage = async (page: Page, pageNumber: number
     { pageNumber, elementSelector },
   );
 };
+
+/**
+ * Returns how many field groups are currently attached to the page's Konva
+ * transformer, i.e. the size of the active canvas selection. Used to assert
+ * multi-select behaviour (marquee drag and Shift+click).
+ */
+export const getKonvaTransformerNodeCountForPage = async (page: Page, pageNumber: number) => {
+  await page.locator('.konva-container canvas').first().waitFor({ state: 'visible' });
+
+  return await page.evaluate(
+    ({ pageNumber }) => {
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      const konva: typeof Konva = (window as unknown as { Konva: typeof Konva }).Konva;
+
+      const stage = konva.stages.find((stage) => stage.attrs.id === `page-${pageNumber}`);
+
+      if (!stage) {
+        return 0;
+      }
+
+      const transformer = stage.find('Transformer')[0];
+
+      if (!transformer) {
+        return 0;
+      }
+
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      return (transformer as Konva.Transformer).nodes().length;
+    },
+    { pageNumber },
+  );
+};

packages/app-tests/e2e/organisations/manage-organisation.spec.ts

@@ -60,7 +60,7 @@ test('[ORGANISATIONS]: manage general settings', async ({ page }) => {
   await page.getByLabel('Organisation URL*').clear();
   await page.getByLabel('Organisation URL*').fill(updatedOrganisationId);
 
-  await page.getByRole('button', { name: 'Update organisation' }).click();
+  await page.getByRole('button', { name: 'Save changes' }).click();
 
   // Check we have been redirected to the new organisation URL and the name is updated.
   await page.waitForURL(`/o/${updatedOrganisationId}/settings/general`);

packages/app-tests/e2e/organisations/organisation-permission-hierarchy.spec.ts

@@ -0,0 +1,406 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { generateDatabaseId, nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+import { OrganisationGroupType, type OrganisationMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+/**
+ * Calls a tRPC mutation directly using the cookies of whoever is currently
+ * signed in on the page context. This deliberately bypasses the UI: the
+ * authorisation checks under test live on the server, and the UI may simply
+ * hide a button rather than reject the request, which would mask a backend gap.
+ */
+const trpcMutation = async (page: Page, procedure: string, input: Record<string, unknown>) => {
+  return await page.request.post(`${WEBAPP_BASE_URL}/api/trpc/${procedure}`, {
+    headers: { 'content-type': 'application/json' },
+    data: JSON.stringify({ json: input }),
+  });
+};
+
+const getOrganisationMember = async (userId: number, organisationId: string) => {
+  return await prisma.organisationMember.findFirstOrThrow({
+    where: {
+      userId,
+      organisationId,
+    },
+  });
+};
+
+const createCustomGroup = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
+  return await prisma.organisationGroup.create({
+    data: {
+      id: generateDatabaseId('org_group'),
+      organisationId,
+      name: `custom-${organisationRole}-${nanoid()}`,
+      type: OrganisationGroupType.CUSTOM,
+      organisationRole,
+    },
+  });
+};
+
+const createPendingInvite = async (organisationId: string, organisationRole: OrganisationMemberRole) => {
+  return await prisma.organisationMemberInvite.create({
+    data: {
+      id: generateDatabaseId('member_invite'),
+      email: `invite-${nanoid()}@test.documenso.com`,
+      token: nanoid(32),
+      organisationId,
+      organisationRole,
+    },
+  });
+};
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: member deletion', () => {
+  test('a manager cannot delete an admin via member.delete', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, adminUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Admin', organisationRole: 'ADMIN' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.delete', {
+      organisationId: organisation.id,
+      organisationMemberId: adminMember.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    // The admin must still be a member of the organisation.
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: adminMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager cannot delete an admin via member.deleteMany', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, adminUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Admin', organisationRole: 'ADMIN' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const adminMember = await getOrganisationMember(adminUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [adminMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: adminMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager cannot delete the organisation owner', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [ownerMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('an admin cannot delete the organisation owner', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [adminUser] = await seedOrganisationMembers({
+      members: [{ name: 'Admin', organisationRole: 'ADMIN' }],
+      organisationId: organisation.id,
+    });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: adminUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [ownerMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager can still delete a regular member (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser, memberUser] = await seedOrganisationMembers({
+      members: [
+        { name: 'Manager', organisationRole: 'MANAGER' },
+        { name: 'Member', organisationRole: 'MEMBER' },
+      ],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.deleteMany', {
+      organisationId: organisation.id,
+      organisationMemberIds: [member.id],
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationMember.findFirst({
+      where: { id: member.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group deletion', () => {
+  test('a manager cannot delete an admin-role group', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const adminGroup = await createCustomGroup(organisation.id, 'ADMIN');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.group.delete', {
+      organisationId: organisation.id,
+      groupId: adminGroup.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationGroup.findFirst({
+      where: { id: adminGroup.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a manager can delete a member-role group (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const memberGroup = await createCustomGroup(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.group.delete', {
+      organisationId: organisation.id,
+      groupId: memberGroup.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationGroup.findFirst({
+      where: { id: memberGroup.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: invite resend', () => {
+  test('a manager cannot resend an admin-role invite', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const adminInvite = await createPendingInvite(organisation.id, 'ADMIN');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
+      organisationId: organisation.id,
+      invitationId: adminInvite.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+  });
+
+  test('a manager can resend a member-role invite (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [managerUser] = await seedOrganisationMembers({
+      members: [{ name: 'Manager', organisationRole: 'MANAGER' }],
+      organisationId: organisation.id,
+    });
+
+    const memberInvite = await createPendingInvite(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: managerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.member.invite.resend', {
+      organisationId: organisation.id,
+      invitationId: memberInvite.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: leaving an organisation', () => {
+  test('the owner cannot leave without transferring ownership first', async ({ page }) => {
+    const { user: ownerUser, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const ownerMember = await getOrganisationMember(ownerUser.id, organisation.id);
+
+    await apiSignin({ page, email: ownerUser.email });
+
+    const res = await trpcMutation(page, 'organisation.leave', {
+      organisationId: organisation.id,
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const stillExists = await prisma.organisationMember.findFirst({
+      where: { id: ownerMember.id },
+    });
+
+    expect(stillExists).not.toBeNull();
+  });
+
+  test('a non-owner member can still leave (positive control)', async ({ page }) => {
+    const { organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [memberUser] = await seedOrganisationMembers({
+      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    await apiSignin({ page, email: memberUser.email });
+
+    const res = await trpcMutation(page, 'organisation.leave', {
+      organisationId: organisation.id,
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const deleted = await prisma.organisationMember.findFirst({
+      where: { id: member.id },
+    });
+
+    expect(deleted).toBeNull();
+  });
+});
+
+test.describe('[ORGANISATION_PERMISSION_HIERARCHY]: group membership scoping', () => {
+  test('cannot add a member from another organisation to a group', async ({ page }) => {
+    // Organisation A, where the actor is the owner/admin.
+    const { user: actor, organisation: organisationA } = await seedUser({
+      isPersonalOrganisation: false,
+    });
+
+    // A separate organisation B with a member the actor has no authority over.
+    const { organisation: organisationB } = await seedUser({ isPersonalOrganisation: false });
+    const [foreignUser] = await seedOrganisationMembers({
+      members: [{ name: 'Foreign', organisationRole: 'MEMBER' }],
+      organisationId: organisationB.id,
+    });
+
+    const foreignMember = await getOrganisationMember(foreignUser.id, organisationB.id);
+
+    // A custom group the actor legitimately controls in organisation A.
+    const groupA = await createCustomGroup(organisationA.id, 'MEMBER');
+
+    await apiSignin({ page, email: actor.email });
+
+    const res = await trpcMutation(page, 'organisation.group.update', {
+      id: groupA.id,
+      memberIds: [foreignMember.id],
+    });
+
+    expect(res.ok()).toBeFalsy();
+
+    const injectedMembership = await prisma.organisationGroupMember.findFirst({
+      where: { groupId: groupA.id, organisationMemberId: foreignMember.id },
+    });
+
+    expect(injectedMembership).toBeNull();
+  });
+
+  test('can add a member from the same organisation to a group (positive control)', async ({ page }) => {
+    const { user: actor, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+    const [memberUser] = await seedOrganisationMembers({
+      members: [{ name: 'Member', organisationRole: 'MEMBER' }],
+      organisationId: organisation.id,
+    });
+
+    const member = await getOrganisationMember(memberUser.id, organisation.id);
+
+    const group = await createCustomGroup(organisation.id, 'MEMBER');
+
+    await apiSignin({ page, email: actor.email });
+
+    const res = await trpcMutation(page, 'organisation.group.update', {
+      id: group.id,
+      memberIds: [member.id],
+    });
+
+    expect(res.ok()).toBeTruthy();
+
+    const membership = await prisma.organisationGroupMember.findFirst({
+      where: { groupId: group.id, organisationMemberId: member.id },
+    });
+
+    expect(membership).not.toBeNull();
+  });
+});

packages/app-tests/e2e/organisations/organisation-team-preferences.spec.ts

@@ -39,7 +39,7 @@ test('[ORGANISATIONS]: manage document preferences', async ({ page }) => {
   await page.getByRole('option', { name: 'No' }).click();
   await page.getByTestId('include-signing-certificate-trigger').click();
   await page.getByRole('option', { name: 'No' }).click();
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -73,7 +73,7 @@ test('[ORGANISATIONS]: manage document preferences', async ({ page }) => {
   await page.getByTestId('document-date-format-trigger').click();
   await page.getByRole('option', { name: 'MM/DD/YYYY', exact: true }).click();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your document preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -128,7 +128,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Brand Website' }).fill('https://documenso.com');
   await page.getByRole('textbox', { name: 'Brand Details' }).click();
   await page.getByRole('textbox', { name: 'Brand Details' }).fill('BrandDetails');
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -150,7 +150,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Brand Website' }).fill('https://example.com');
   await page.getByRole('textbox', { name: 'Brand Details' }).click();
   await page.getByRole('textbox', { name: 'Brand Details' }).fill('UpdatedBrandDetails');
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -165,7 +165,7 @@ test('[ORGANISATIONS]: manage branding preferences', async ({ page }) => {
   // Test inheritance by setting team back to inherit from organisation
   await page.getByTestId('enable-branding').click();
   await page.getByRole('option', { name: 'Inherit from organisation' }).click();
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
 
   await page.waitForTimeout(2000);
@@ -208,7 +208,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('checkbox', { name: 'Email the signer if the document is still pending' }).uncheck();
   await page.getByRole('checkbox', { name: 'Email recipients when a pending document is deleted' }).uncheck();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   const teamSettings = await getTeamSettings({
@@ -245,7 +245,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('checkbox', { name: 'Email recipients when the document is completed', exact: true }).uncheck();
   await page.getByRole('checkbox', { name: 'Email the owner when the document is completed' }).uncheck();
 
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   const updatedTeamSettings = await getTeamSettings({
@@ -292,7 +292,7 @@ test('[ORGANISATIONS]: manage email preferences', async ({ page }) => {
   await page.getByRole('textbox', { name: 'Reply to email' }).fill('');
   await page.getByRole('combobox').filter({ hasText: 'Override organisation settings' }).click();
   await page.getByRole('option', { name: 'Inherit from organisation' }).click();
-  await page.getByRole('button', { name: 'Update' }).first().click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
   await expect(page.getByText('Your email preferences have been updated').first()).toBeVisible();
 
   await page.waitForTimeout(1000);

packages/app-tests/e2e/recipient/recipient-visibility-access.spec.ts

@@ -0,0 +1,72 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { hashString } from '@documenso/lib/server-only/auth/hash';
+import { alphaid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import { seedCompletedDocument } from '@documenso/prisma/seed/documents';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const API_BASE_URL = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({ mode: 'parallel' });
+
+const seedApiTokenForUser = async ({ userId, teamId }: { userId: number; teamId: number }) => {
+  const token = `api_${alphaid(16)}`;
+
+  await prisma.apiToken.create({
+    data: { name: 'recipient-access-test', token: hashString(token), expires: null, userId, teamId },
+  });
+
+  return { token };
+};
+
+/**
+ * Reading a recipient exposes its signing token (a bearer credential), so the
+ * recipient read must enforce document visibility — a member who cannot read a
+ * restricted document must not be able to read its recipients either. This
+ * mirrors the field read, which is asserted as a control below.
+ */
+test('[RECIPIENT]: a member cannot read a recipient of a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  const recipient = await prisma.recipient.findFirstOrThrow({ where: { envelopeId: document.id } });
+
+  const res = await request.get(`${API_BASE_URL}/envelope/recipient/${recipient.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(res.status()).toBe(404);
+
+  const body = res.ok() ? await res.json() : null;
+  expect(body?.token).toBeUndefined();
+});
+
+test('[RECIPIENT]: a member cannot read a field of a restricted document', async ({ request }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  const { token: memberToken } = await seedApiTokenForUser({ userId: member.id, teamId: team.id });
+
+  const document = await seedCompletedDocument(owner, team.id, ['recipient@test.documenso.com'], {
+    createDocumentOptions: { visibility: DocumentVisibility.ADMIN },
+  });
+
+  const field = await prisma.field.findFirst({ where: { envelopeId: document.id } });
+
+  test.skip(!field, 'No field seeded on completed document');
+
+  const res = await request.get(`${API_BASE_URL}/envelope/field/${field!.id}`, {
+    headers: { Authorization: `Bearer ${memberToken}` },
+  });
+
+  expect(res.status()).toBe(404);
+});

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

@@ -66,7 +66,7 @@ test('[TEAMS]: update team', async ({ page }) => {
   await page.getByLabel('Team URL*').clear();
   await page.getByLabel('Team URL*').fill(updatedTeamId);
 
-  await page.getByRole('button', { name: 'Update team' }).click();
+  await page.getByRole('button', { name: 'Save changes' }).click();
 
   // Check we have been redirected to the new team URL and the name is updated.
   await page.waitForURL(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${updatedTeamId}/settings`);

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

@@ -0,0 +1,163 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { generateDatabaseId } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedTeamMember } from '@documenso/prisma/seed/teams';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+import { OrganisationGroupType, OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+/**
+ * Calls a team-group tRPC mutation directly, bypassing the UI.
+ *
+ * The UI only ever surfaces CUSTOM / INTERNAL_ORGANISATION groups, so these
+ * authorisation rules must be enforced on the server - a crafted request can
+ * target any `teamGroupId`, including the system-managed INTERNAL_TEAM groups.
+ */
+const callTeamGroupMutation = (
+  page: Page,
+  procedure: 'team.group.delete' | 'team.group.update',
+  teamId: number,
+  input: Record<string, unknown>,
+) =>
+  page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/${procedure}`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': teamId.toString() },
+    data: JSON.stringify({ json: input }),
+  });
+
+/**
+ * Every team is created with three system-managed INTERNAL_TEAM groups
+ * (admin/manager/member). They are the backbone of team-specific access and,
+ * like organisation internal groups, must not be deletable - deleting them
+ * silently strips team members of access while leaving the team row in place.
+ */
+test('[TEAMS]: internal team groups cannot be deleted via the API', async ({ page }) => {
+  // Member inheritance OFF: membership is granted exclusively through the team's
+  // INTERNAL_TEAM groups, so removing them is what causes the access loss.
+  const { user: owner, team } = await seedUser({ inheritMembers: false });
+
+  // A direct team member whose access depends on the INTERNAL_TEAM member group.
+  const directMember = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await apiSignin({ page, email: owner.email });
+
+  const internalTeamGroups = await prisma.teamGroup.findMany({
+    where: {
+      teamId: team.id,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  // admin + manager + member.
+  expect(internalTeamGroups).toHaveLength(3);
+
+  for (const group of internalTeamGroups) {
+    const response = await callTeamGroupMutation(page, 'team.group.delete', team.id, {
+      teamId: team.id,
+      teamGroupId: group.id,
+    });
+
+    expect(response.status(), `INTERNAL_TEAM ${group.teamRole} group must not be deletable`).not.toBe(200);
+  }
+
+  // None of the internal groups were removed.
+  const remaining = await prisma.teamGroup.count({
+    where: {
+      teamId: team.id,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  expect(remaining).toBe(3);
+
+  // The direct member therefore keeps their team access.
+  const memberStillHasAccess = await prisma.teamGroup.findFirst({
+    where: {
+      teamId: team.id,
+      organisationGroup: {
+        type: OrganisationGroupType.INTERNAL_TEAM,
+        organisationGroupMembers: {
+          some: { organisationMember: { userId: directMember.id } },
+        },
+      },
+    },
+  });
+
+  expect(memberStillHasAccess).not.toBeNull();
+});
+
+/**
+ * Guards against over-blocking: user-created (CUSTOM) team groups are not
+ * internal and must remain removable by team managers/admins.
+ */
+test('[TEAMS]: custom team groups can still be deleted', async ({ page }) => {
+  const { user: owner, organisation, team } = await seedUser({ inheritMembers: false });
+
+  const customGroup = await prisma.organisationGroup.create({
+    data: {
+      id: generateDatabaseId('org_group'),
+      name: `custom-${team.url}`,
+      type: OrganisationGroupType.CUSTOM,
+      organisationRole: OrganisationMemberRole.MEMBER,
+      organisationId: organisation.id,
+      teamGroups: {
+        create: {
+          id: generateDatabaseId('team_group'),
+          teamId: team.id,
+          teamRole: TeamMemberRole.MEMBER,
+        },
+      },
+    },
+    include: { teamGroups: true },
+  });
+
+  const customTeamGroup = customGroup.teamGroups[0];
+
+  await apiSignin({ page, email: owner.email });
+
+  const response = await callTeamGroupMutation(page, 'team.group.delete', team.id, {
+    teamId: team.id,
+    teamGroupId: customTeamGroup.id,
+  });
+
+  expect(response.status()).toBe(200);
+
+  const deleted = await prisma.teamGroup.findUnique({ where: { id: customTeamGroup.id } });
+
+  expect(deleted).toBeNull();
+});
+
+/**
+ * The same root cause affects updates: an INTERNAL_TEAM group's role must not be
+ * editable either, otherwise a team admin could rewrite the backbone roles
+ * (e.g. promote the member group to admin).
+ */
+test('[TEAMS]: internal team groups cannot be updated via the API', async ({ page }) => {
+  const { user: owner, team } = await seedUser({ inheritMembers: false });
+
+  await apiSignin({ page, email: owner.email });
+
+  const internalMemberGroup = await prisma.teamGroup.findFirstOrThrow({
+    where: {
+      teamId: team.id,
+      teamRole: TeamMemberRole.MEMBER,
+      organisationGroup: { type: OrganisationGroupType.INTERNAL_TEAM },
+    },
+  });
+
+  const response = await callTeamGroupMutation(page, 'team.group.update', team.id, {
+    id: internalMemberGroup.id,
+    data: { teamRole: TeamMemberRole.ADMIN },
+  });
+
+  expect(response.status()).not.toBe(200);
+
+  const reloaded = await prisma.teamGroup.findUniqueOrThrow({ where: { id: internalMemberGroup.id } });
+
+  expect(reloaded.teamRole).toBe(TeamMemberRole.MEMBER);
+});

packages/app-tests/e2e/teams/team-profile-access.spec.ts

@@ -0,0 +1,53 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+import { TeamMemberRole } from '@documenso/prisma/client';
+import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
+import { expect, test } from '@playwright/test';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+/**
+ * Editing the team public profile is a team-management action and must require
+ * MANAGE_TEAM, consistent with renaming the team or changing its URL.
+ */
+test('[TEAMS]: a member cannot edit the team public profile', async ({ page }) => {
+  const { team, owner } = await seedTeam();
+  const member = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
+
+  await apiSignin({ page, email: member.email });
+
+  const profileRes = await page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/team.update`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': team.id.toString() },
+    data: JSON.stringify({
+      json: {
+        teamId: team.id,
+        data: { profileEnabled: true, profileBio: 'edited-by-member' },
+      },
+    }),
+  });
+
+  expect(profileRes.status()).not.toBe(200);
+
+  const profile = await prisma.teamProfile.findUnique({ where: { teamId: team.id } });
+  expect(profile?.enabled ?? false).toBe(false);
+  expect(profile?.bio ?? '').not.toBe('edited-by-member');
+
+  // The name/url path of the same route is also management-gated.
+  const nameRes = await page.context().request.post(`${WEBAPP_BASE_URL}/api/trpc/team.update`, {
+    headers: { 'content-type': 'application/json', 'x-team-id': team.id.toString() },
+    data: JSON.stringify({
+      json: { teamId: team.id, data: { name: 'renamed-by-member' } },
+    }),
+  });
+
+  expect(nameRes.status()).not.toBe(200);
+
+  const reloaded = await prisma.team.findUnique({ where: { id: team.id } });
+  expect(reloaded?.name).not.toBe('renamed-by-member');
+
+  expect(owner.id).toBeTruthy();
+});

packages/app-tests/e2e/teams/team-settings-save-bar.spec.ts

@@ -0,0 +1,79 @@
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test('[TEAMS]: settings save bar docks at the bottom of the form', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/settings`,
+  });
+
+  await expect(page.getByLabel('Team Name*')).toBeVisible();
+
+  const saveButton = page.getByRole('button', { name: 'Save changes' });
+
+  // Pristine: the docked Save button is present but disabled; no Undo, no floating notice.
+  await expect(saveButton).toBeVisible();
+  await expect(saveButton).toBeDisabled();
+  await expect(page.getByRole('button', { name: 'Undo' })).toHaveCount(0);
+  await expect(page.getByText('You have unsaved changes')).not.toBeVisible();
+
+  // Make a change → Save enables and Undo appears.
+  const updatedName = `team-${Date.now()}`;
+  await page.getByLabel('Team Name*').clear();
+  await page.getByLabel('Team Name*').fill(updatedName);
+
+  await expect(saveButton).toBeEnabled();
+  await expect(page.getByRole('button', { name: 'Undo' })).toBeVisible();
+
+  // Undo → value restored, Save disabled again, Undo gone.
+  await page.getByRole('button', { name: 'Undo' }).click();
+  await expect(page.getByLabel('Team Name*')).toHaveValue(team.name);
+  await expect(saveButton).toBeDisabled();
+  await expect(page.getByRole('button', { name: 'Undo' })).toHaveCount(0);
+
+  // Change again → Save → success toast, returns to a pristine (disabled) state.
+  await page.getByLabel('Team Name*').clear();
+  await page.getByLabel('Team Name*').fill(updatedName);
+  await expect(saveButton).toBeEnabled();
+  await saveButton.click();
+
+  await expect(page.getByText('Your team has been successfully updated.').first()).toBeVisible();
+  await expect(saveButton).toBeDisabled();
+});
+
+test('[ORGANISATIONS]: settings save bar floats when the form footer is off-screen', async ({ page }) => {
+  const { user, organisation } = await seedUser({
+    isPersonalOrganisation: false,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/document`,
+  });
+
+  // Wait for the long document-preferences form to load.
+  await expect(page.getByTestId('document-language-trigger')).toBeVisible();
+
+  // Pristine: no floating notice even though the footer is below the fold.
+  await expect(page.getByText('You have unsaved changes')).not.toBeVisible();
+
+  // Edit a field near the top → the footer is off-screen, so the floating pill appears.
+  await page.getByTestId('document-language-trigger').click();
+  await page.getByRole('option', { name: 'German' }).click();
+
+  await expect(page.getByText('You have unsaved changes')).toBeVisible();
+  await expect(page.getByRole('button', { name: 'Save changes' })).toBeVisible();
+
+  // Scroll to the footer → the floating pill merges into the docked buttons and the
+  // notice disappears.
+  await page.evaluate(() => window.scrollTo(0, document.body.scrollHeight));
+
+  await expect(page.getByText('You have unsaved changes')).not.toBeVisible();
+  await expect(page.getByRole('button', { name: 'Save changes' })).toBeVisible();
+});

packages/app-tests/e2e/teams/team-signature-settings.spec.ts

@@ -75,7 +75,7 @@ test('[TEAMS]: check signature modes can be disabled', async ({ page }) => {
       await item.click();
     }
 
-    await page.getByRole('button', { name: 'Update' }).first().click();
+    await page.getByRole('button', { name: 'Save changes' }).first().click();
 
     // Wait for the update to complete
     await expect(page.getByText('Document preferences updated', { exact: true })).toBeVisible();
@@ -140,7 +140,7 @@ test('[TEAMS]: check signature modes work for templates', async ({ page }) => {
       await item.click();
     }
 
-    await page.getByRole('button', { name: 'Update' }).first().click();
+    await page.getByRole('button', { name: 'Save changes' }).first().click();
 
     // Wait for finish
     await expect(page.getByText('Document preferences updated', { exact: true })).toBeVisible();

packages/auth/server/lib/errors/error-codes.ts

@@ -17,6 +17,7 @@ export const AuthenticationErrorCode = {
   // TwoFactorMissingSecret: 'TWO_FACTOR_MISSING_SECRET',
   // TwoFactorMissingCredentials: 'TWO_FACTOR_MISSING_CREDENTIALS',
   InvalidTwoFactorCode: 'INVALID_TWO_FACTOR_CODE',
+  SigninDisabled: 'SIGNIN_DISABLED',
   SignupDisabled: 'SIGNUP_DISABLED',
   SignupDisposableEmail: 'SIGNUP_DISPOSABLE_EMAIL',
   // IncorrectTwoFactorBackupCode: 'INCORRECT_TWO_FACTOR_BACKUP_CODE',

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

@@ -1,6 +1,7 @@
 import {
   isDisposableEmail,
   isEmailDomainAllowedForSignup,
+  isSigninEnabledForProvider,
   isSignupEnabledForProvider,
 } from '@documenso/lib/constants/auth';
 import { EMAIL_VERIFICATION_STATE } from '@documenso/lib/constants/email';
@@ -64,6 +65,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/authorize', sValidator('json', ZSignInSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { email, password, totpCode, backupCode, csrfToken, captchaToken } = c.req.valid('json');
 
     const loginLimitResult = await loginRateLimit.check({
@@ -244,6 +251,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
     const { password, currentPassword } = c.req.valid('json');
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { session, user } = await getSession(c);
 
     await updatePassword({
@@ -346,6 +359,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/forgot-password', sValidator('json', ZForgotPasswordSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { email } = c.req.valid('json');
 
     const forgotLimitResult = await forgotPasswordRateLimit.check({
@@ -377,6 +396,12 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
   .post('/reset-password', sValidator('json', ZResetPasswordSchema), async (c) => {
     const requestMetadata = c.get('requestMetadata');
 
+    if (!isSigninEnabledForProvider('email')) {
+      throw new AppError(AuthenticationErrorCode.SigninDisabled, {
+        statusCode: 400,
+      });
+    }
+
     const { token, password } = c.req.valid('json');
 
     const resetLimitResult = await resetPasswordRateLimit.check({

packages/email/template-components/template-document-completed.tsx

@@ -28,7 +28,11 @@ export const TemplateDocumentCompleted = ({
         <Section className="mb-4">
           <Column align="center">
             <Text className="font-semibold text-base text-foreground">
-              <Img src={getAssetUrl('/static/completed.png')} className="-mt-0.5 mr-2 inline h-7 w-7 align-middle" />
+              <Img
+                src={getAssetUrl('/static/completed.png')}
+                className="-mt-0.5 mr-2 inline h-7 w-7 align-middle"
+                alt=""
+              />
               <Trans>Completed</Trans>
             </Text>
           </Column>
@@ -47,7 +51,7 @@ export const TemplateDocumentCompleted = ({
             className="rounded-lg border border-border border-solid px-4 py-2 text-center font-medium text-foreground text-sm no-underline"
             href={downloadLink}
           >
-            <Img src={getAssetUrl('/static/download.png')} className="mr-2 mb-0.5 inline h-5 w-5 align-middle" />
+            <Img src={getAssetUrl('/static/download.png')} className="mr-2 mb-0.5 inline h-5 w-5 align-middle" alt="" />
             <Trans>Download</Trans>
           </Button>
         </Section>

packages/email/template-components/template-document-pending.tsx

@@ -21,7 +21,7 @@ export const TemplateDocumentPending = ({ documentName, assetBaseUrl }: Template
         <Section className="mb-4">
           <Column align="center">
             <Text className="font-semibold text-base text-foreground">
-              <Img src={getAssetUrl('/static/clock.png')} className="-mt-0.5 mr-2 inline h-7 w-7 align-middle" />
+              <Img src={getAssetUrl('/static/clock.png')} className="-mt-0.5 mr-2 inline h-7 w-7 align-middle" alt="" />
               <Trans>Waiting for others</Trans>
             </Text>
           </Column>

packages/email/template-components/template-document-recipient-signed.tsx

@@ -30,7 +30,11 @@ export const TemplateDocumentRecipientSigned = ({
         <Section className="mb-4">
           <Column align="center">
             <Text className="font-semibold text-base text-foreground">
-              <Img src={getAssetUrl('/static/completed.png')} className="-mt-0.5 mr-2 inline h-7 w-7 align-middle" />
+              <Img
+                src={getAssetUrl('/static/completed.png')}
+                className="-mt-0.5 mr-2 inline h-7 w-7 align-middle"
+                alt=""
+              />
               <Trans>Completed</Trans>
             </Text>
           </Column>