v2.15.0

## Description

This MR improves the real-time validation experience on the signup page.
Currently, both the email and password fields validate only on blur,
causing users to continue seeing error messages even after correcting
their input until they click outside the field.

This update switches the React Hook Form configuration from mode:
'onBlur' to mode: 'onChange', ensuring validations update immediately as
the user types.
This results in a smoother and less confusing signup experience.

## Related Issue

Fixes #2200

## Changes Made

- Updated React Hook Form configuration in the signup form from:
- mode: 'onBlur' ➜ mode: 'onChange'
- Ensures real-time validation for email and password fields
- No schema or logic changes — only validation trigger updated


## Testing Performed

- Manually tested the signup page for:
- Real-time password rule updates
- Real-time email validation feedback
- Error disappearance immediately after correcting input

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.

## Additional Notes

This is a small UX-focused improvement; the validation schema remains
unchanged.

Co-authored-by: Catalin Pit <catalinpit@gmail.com>

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

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

apps/docs/content/docs/developers/api/rate-limits.mdx

@@ -65,3 +65,4 @@ When you exceed a resource limit:
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [API Versioning](/docs/developers/api/versioning) - API version management
 - [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)

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

@@ -510,4 +510,5 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 - [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
 - [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
 - [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
 - [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues

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

@@ -29,6 +29,11 @@ description: Configure your self-hosted Documenso instance with environment vari
     description="Digital signature certificate setup."
     href="/docs/self-hosting/configuration/signing-certificate"
   />
+  <Card
+    title="Organisation Limits"
+    description="Set per-organisation document, email, and API limits via the admin panel."
+    href="/docs/self-hosting/configuration/organisation-limits"
+  />
 </Cards>
 
 ## Required Configuration

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

@@ -9,6 +9,7 @@
     "background-jobs",
     "signing-certificate",
     "telemetry",
+    "organisation-limits",
     "advanced"
   ]
 }

apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx

@@ -0,0 +1,111 @@
+---
+title: Organisation Limits
+description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+
+Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
+
+There are three distinct kinds of limit:
+
+| Limit                  | Caps                                              | Admin-settable          |
+| ---------------------- | ------------------------------------------------- | ----------------------- |
+| Resource quota         | Documents, emails, and API requests **per month** | Yes — per claim and org |
+| Resource rate limit    | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
+| Global HTTP rate limit | API requests per IP (100/min, hardcoded)          | No — see [Limitations](#limitations) |
+
+## Prerequisites
+
+- A running self-hosted Documenso instance.
+- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
+
+Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
+
+## Viewing usage
+
+**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
+
+**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
+
+<Callout type="warn">
+  Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
+</Callout>
+
+## Subscription claims
+
+A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
+
+### Claim fields
+
+Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
+
+| Field                   | Controls                                                                          |
+| ----------------------- | --------------------------------------------------------------------------------- |
+| **Name**                | The claim's display name.                                                         |
+| **Team Count**          | Teams allowed. `0` = unlimited.                                                   |
+| **Member Count**        | Members allowed. `0` = unlimited.                                                 |
+| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`.                                |
+| **Recipient Count**     | Recipients allowed per document. `0` = unlimited.                                |
+| **Feature Flags**       | Feature toggles (see [Feature flags](#feature-flags)).                            |
+| **Limits**              | Monthly quota and rate-limit windows for Documents, Emails, and API.              |
+| **Email transport**     | Transport the claim uses. *Default (system mailer)* uses the instance default.    |
+
+### Quotas and rate limits
+
+The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
+
+- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
+- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
+
+<Callout type="warn">
+  Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
+</Callout>
+
+### Feature flags
+
+The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
+
+Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
+
+### Create or edit a claim template
+
+1. Go to **Admin Panel > Claims**.
+2. Select **New claim**, or select an existing claim to edit it.
+3. Set the counts, feature flags, and the **Limits** section.
+4. Save. Changes apply to organisations created afterwards, not existing ones.
+
+### Change limits for one organisation
+
+To change limits for an existing organisation, edit it directly rather than its claim template.
+
+1. Go to **Admin Panel > Organisations** and open the organisation.
+2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
+3. Save. Changes take effect immediately.
+
+The organisation also shows the **Inherited subscription claim** it was created from.
+
+## Usage reset
+
+Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
+
+## Limitations
+
+The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
+
+## Troubleshooting
+
+| Symptom                                          | Cause and fix                                                                                                                    |
+| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
+| An organisation hit its limit unexpectedly       | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
+| A resource is blocked entirely, not just capped  | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited.                                           |
+| Emails are not sending for an organisation        | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota.     |
+| A claim template edit had no effect              | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**.                        |
+
+---
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
+- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
+- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags

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

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

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

@@ -96,7 +96,7 @@ export const SignUpForm = ({
       password: '',
       signature: '',
     },
-    mode: 'onBlur',
+    mode: 'onChange',
     resolver: zodResolver(ZSignUpFormSchema),
   });
 

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.14.0"
+  "version": "2.15.0"
 }

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.14.0",
+  "version": "2.15.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.14.0",
+      "version": "2.15.0",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -406,7 +406,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.14.0",
+      "version": "2.15.0",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",
@@ -31817,126 +31817,6 @@
         "react": "^18",
         "typescript": "5.6.2"
       }
-    },
-    "node_modules/@next/swc-darwin-arm64": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-darwin-arm64/-/swc-darwin-arm64-16.2.6.tgz",
-      "integrity": "sha512-ZJGkkcNfYgrrMkqOdZ7zoLa1TOy0qpcMfk/z4Mh/FKUz40gVO+HNQWqmLxf67Z5WB64DRp0dhEbyHfel+6sJUg==",
-      "cpu": [
-        "arm64"
-      ],
-      "optional": true,
-      "os": [
-        "darwin"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
-    },
-    "node_modules/@next/swc-darwin-x64": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-darwin-x64/-/swc-darwin-x64-16.2.6.tgz",
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-      "cpu": [
-        "x64"
-      ],
-      "optional": true,
-      "os": [
-        "darwin"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
-    },
-    "node_modules/@next/swc-linux-arm64-gnu": {
-      "version": "16.2.6",
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-      "cpu": [
-        "arm64"
-      ],
-      "optional": true,
-      "os": [
-        "linux"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
-    },
-    "node_modules/@next/swc-linux-arm64-musl": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-linux-arm64-musl/-/swc-linux-arm64-musl-16.2.6.tgz",
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-        "x64"
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-      "optional": true,
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-      }
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-    "node_modules/@next/swc-linux-x64-musl": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-linux-x64-musl/-/swc-linux-x64-musl-16.2.6.tgz",
-      "integrity": "sha512-HKQ5SP/V/ub73UvF7n/zeJlxk2kLmtL7Wzrg4WfmkjmNos5onJ2tKu7yZOPdL18A6Svfn3max29ym+ry7NkK4g==",
-      "cpu": [
-        "x64"
-      ],
-      "optional": true,
-      "os": [
-        "linux"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
-    },
-    "node_modules/@next/swc-win32-arm64-msvc": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-win32-arm64-msvc/-/swc-win32-arm64-msvc-16.2.6.tgz",
-      "integrity": "sha512-LZXpTlPyS5v7HhSmnvsLGP3iIYgYOBnc8r8ArlT55sGHV89bR2HlDdBjWQ+PY6SJMmk8TuVGFuxalnP3k/0Dwg==",
-      "cpu": [
-        "arm64"
-      ],
-      "optional": true,
-      "os": [
-        "win32"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
-    },
-    "node_modules/@next/swc-win32-x64-msvc": {
-      "version": "16.2.6",
-      "resolved": "https://registry.npmjs.org/@next/swc-win32-x64-msvc/-/swc-win32-x64-msvc-16.2.6.tgz",
-      "integrity": "sha512-F0+4i0h9J6C4eE3EAPWsoCk7UW/dbzOjyzxY0qnDUOYFu6FFmdZ6l97/XdV3/Nz3VYyO7UWjyEJUXkGqcoXfMA==",
-      "cpu": [
-        "x64"
-      ],
-      "optional": true,
-      "os": [
-        "win32"
-      ],
-      "engines": {
-        "node": ">= 10"
-      }
     }
   }
 }

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.14.0",
+  "version": "2.15.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",

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

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

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

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

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

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

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

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

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

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

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

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