fix: refactor

.env.example

@@ -75,7 +75,7 @@ NEXT_PRIVATE_SMTP_APIKEY=
 # OPTIONAL: Defines whether to force the use of TLS.
 NEXT_PRIVATE_SMTP_SECURE=
 # REQUIRED: Defines the sender name to use for the from address.
-NEXT_PRIVATE_SMTP_FROM_NAME="Documenso"
+NEXT_PRIVATE_SMTP_FROM_NAME="No Reply @ Documenso"
 # REQUIRED: Defines the email address to use as the from address.
 NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@documenso.com"
 # OPTIONAL: The API key to use for Resend.com

.github/workflows/ci.yml

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

.github/workflows/codeql-analysis.yml

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

.github/workflows/e2e-tests.yml

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

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

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

.github/workflows/issue-labeler.yml

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

.github/workflows/issue-opened.yml

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

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

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

.github/workflows/stale.yml

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

.gitpod.yml

@@ -6,7 +6,7 @@ tasks:
       set -a; source .env &&
       export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
+      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)" 
     command: npm run d
 
 ports:
@@ -25,10 +25,20 @@ ports:
   - port: 2500
     visibility: private
     onOpen: ignore
-  - port: 54320
-    visibility: private
+  - port: 54320 
+    visibility: private 
     onOpen: ignore
 
+
+github:
+  prebuilds:
+    master: true
+    pullRequests: true
+    pullRequestsFromForks: true
+    addCheck: true
+    addComment: true
+    addBadge: true
+
 vscode:
   extensions:
     - aaron-bond.better-comments
@@ -37,5 +47,9 @@ vscode:
     - esbenp.prettier-vscode
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
+    - GitHub.copilot-chat
+    - GitHub.copilot-labs
+    - GitHub.copilot
     - GitHub.vscode-pull-request-github
     - Prisma.prisma
+    - VisualStudioExptTeam.vscodeintellicode

apps/marketing/next.config.js

@@ -18,10 +18,6 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
-const FONT_NOTO_SANS_BYTES = fs.readFileSync(
-  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
-);
-
 /** @type {import('next').NextConfig} */
 const config = {
   experimental: {
@@ -42,7 +38,6 @@ const config = {
   env: {
     NEXT_PUBLIC_PROJECT: 'marketing',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
-    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

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

@@ -8,7 +8,7 @@ import { useRouter } from 'next/navigation';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { DocumentDataType, Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -115,7 +115,7 @@ export const SinglePlayerClient = () => {
     }
 
     try {
-      const putFileData = await putPdfFile(uploadedFile.file);
+      const putFileData = await putFile(uploadedFile.file);
 
       const documentToken = await createSinglePlayerDocument({
         documentData: {
@@ -158,7 +158,6 @@ export const SinglePlayerClient = () => {
     expired: null,
     signedAt: null,
     readStatus: 'OPENED',
-    documentDeletedAt: null,
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',
@@ -248,7 +247,6 @@ export const SinglePlayerClient = () => {
                   recipients={uploadedFile ? [placeholderRecipient] : []}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
-                  canGoBack={true}
                   isDocumentPdfLoaded={true}
                 />
               </fieldset>

apps/web/next.config.js

@@ -18,10 +18,6 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
-const FONT_NOTO_SANS_BYTES = fs.readFileSync(
-  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
-);
-
 /** @type {import('next').NextConfig} */
 const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
@@ -46,7 +42,6 @@ const config = {
     APP_VERSION: version,
     NEXT_PUBLIC_PROJECT: 'web',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
-    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

apps/web/package.json

@@ -28,7 +28,6 @@
     "cookie-es": "^1.0.0",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
-    "input-otp": "^1.2.4",
     "lucide-react": "^0.279.0",
     "luxon": "^3.4.0",
     "micro": "^10.0.1",

apps/web/src/app/(dashboard)/admin/documents/[id]/admin-actions.tsx

@@ -2,8 +2,7 @@
 
 import Link from 'next/link';
 
-import type { Recipient } from '@documenso/prisma/client';
-import { type Document, SigningStatus } from '@documenso/prisma/client';
+import { type Document, DocumentStatus } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,10 +17,9 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type AdminActionsProps = {
   className?: string;
   document: Document;
-  recipients: Recipient[];
 };
 
-export const AdminActions = ({ className, document, recipients }: AdminActionsProps) => {
+export const AdminActions = ({ className, document }: AdminActionsProps) => {
   const { toast } = useToast();
 
   const { mutate: resealDocument, isLoading: isResealDocumentLoading } =
@@ -49,9 +47,7 @@ export const AdminActions = ({ className, document, recipients }: AdminActionsPr
             <Button
               variant="outline"
               loading={isResealDocumentLoading}
-              disabled={recipients.some(
-                (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
-              )}
+              disabled={document.status !== DocumentStatus.COMPLETED}
               onClick={() => resealDocument({ id: document.id })}
             >
               Reseal document

apps/web/src/app/(dashboard)/admin/documents/[id]/page.tsx

@@ -53,7 +53,7 @@ export default async function AdminDocumentDetailsPage({ params }: AdminDocument
 
       <h2 className="text-lg font-semibold">Admin Actions</h2>
 
-      <AdminActions className="mt-2" document={document} recipients={document.Recipient} />
+      <AdminActions className="mt-2" document={document} />
 
       <hr className="my-4" />
       <h2 className="text-lg font-semibold">Recipients</h2>

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

@@ -19,7 +19,7 @@ import { useSession } from 'next-auth/react';
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { Document, Recipient, Team, TeamEmail, User } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
@@ -41,7 +41,7 @@ export type DocumentPageViewDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'> & { teamEmail: TeamEmail | null };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDropdownProps) => {
@@ -59,10 +59,9 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
 
   const isOwner = document.User.id === session.user.id;
   const isDraft = document.status === DocumentStatus.DRAFT;
-  const isDeleted = document.deletedAt !== null;
   const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && document.team?.url === team.url;
-  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -128,10 +127,7 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem
-          onClick={() => setDeleteDialogOpen(true)}
-          disabled={Boolean(!canManageDocument && team?.teamEmail) || isDeleted}
-        >
+        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
           <Trash2 className="mr-2 h-4 w-4" />
           Delete
         </DropdownMenuItem>
@@ -158,15 +154,15 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
         />
       </DropdownMenuContent>
 
-      <DeleteDocumentDialog
-        id={document.id}
-        status={document.status}
-        documentTitle={document.title}
-        open={isDeleteDialogOpen}
-        canManageDocument={canManageDocument}
-        onOpenChange={setDeleteDialogOpen}
-      />
-
+      {isDocumentDeletable && (
+        <DeleteDocumentDialog
+          id={document.id}
+          status={document.status}
+          documentTitle={document.title}
+          open={isDeleteDialogOpen}
+          onOpenChange={setDeleteDialogOpen}
+        />
+      )}
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={document.id}

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

@@ -8,20 +8,17 @@ import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
-import { getCompletedFieldsForDocument } from '@documenso/lib/server-only/field/get-completed-fields-for-document';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { Team, TeamEmail } from '@documenso/prisma/client';
-import { Badge } from '@documenso/ui/primitives/badge';
+import type { Team } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
 import { DocumentHistorySheet } from '~/components/document/document-history-sheet';
-import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import {
   DocumentStatus as DocumentStatusComponent,
   FRIENDLY_STATUS_MAP,
@@ -37,7 +34,7 @@ export type DocumentPageViewProps = {
   params: {
     id: string;
   };
-  team?: Team & { teamEmail: TeamEmail | null };
+  team?: Team;
 };
 
 export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
@@ -86,16 +83,11 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
     documentMeta.password = securePassword;
   }
 
-  const [recipients, completedFields] = await Promise.all([
-    getRecipientsForDocument({
-      documentId,
-      teamId: team?.id,
-      userId: user.id,
-    }),
-    getCompletedFieldsForDocument({
-      documentId,
-    }),
-  ]);
+  const recipients = await getRecipientsForDocument({
+    documentId,
+    teamId: team?.id,
+    userId: user.id,
+  });
 
   const documentWithRecipients = {
     ...document,
@@ -126,17 +118,11 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
               <div className="text-muted-foreground flex items-center">
                 <Users2 className="mr-2 h-5 w-5" />
 
-                <StackAvatarsWithTooltip
-                  recipients={recipients}
-                  documentStatus={document.status}
-                  position="bottom"
-                >
+                <StackAvatarsWithTooltip recipients={recipients} position="bottom">
                   <span>{recipients.length} Recipient(s)</span>
                 </StackAvatarsWithTooltip>
               </div>
             )}
-
-            {document.deletedAt && <Badge variant="destructive">Document deleted</Badge>}
           </div>
         </div>
 
@@ -162,13 +148,6 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
           </CardContent>
         </Card>
 
-        {document.status === DocumentStatus.PENDING && (
-          <DocumentReadOnlyFields
-            fields={completedFields}
-            documentMeta={document.documentMeta || undefined}
-          />
-        )}
-
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">

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

@@ -332,7 +332,6 @@ export const EditDocumentForm = ({
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
-
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}

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

@@ -36,6 +36,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
   const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
@@ -69,11 +74,6 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
-  const isDocumentEnterprise = await isUserEnterprise({
-    userId: user.id,
-    teamId: team?.id,
-  });
-
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
@@ -92,11 +92,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
           <div className="text-muted-foreground flex items-center">
             <Users2 className="mr-2 h-5 w-5" />
 
-            <StackAvatarsWithTooltip
-              recipients={recipients}
-              documentStatus={document.status}
-              position="bottom"
-            >
+            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
               <span>{recipients.length} Recipient(s)</span>
             </StackAvatarsWithTooltip>
           </div>

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

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

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

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

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -15,6 +15,7 @@ import {
   Pencil,
   Share,
   Trash2,
+  XCircle,
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
@@ -44,7 +45,7 @@ export type DataTableActionDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownProps) => {
@@ -66,8 +67,8 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
   // const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
+  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && row.team?.url === team.url;
-  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -106,14 +107,14 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
 
   return (
     <DropdownMenu>
-      <DropdownMenuTrigger data-testid="document-table-action-btn">
+      <DropdownMenuTrigger>
         <MoreHorizontal className="text-muted-foreground h-5 w-5" />
       </DropdownMenuTrigger>
 
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        {!isDraft && recipient && recipient?.role !== RecipientRole.CC && (
+        {recipient && recipient?.role !== RecipientRole.CC && (
           <DropdownMenuItem disabled={!recipient || isComplete} asChild>
             <Link href={`/sign/${recipient?.token}`}>
               {recipient?.role === RecipientRole.VIEWER && (
@@ -140,7 +141,7 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           </DropdownMenuItem>
         )}
 
-        <DropdownMenuItem disabled={!canManageDocument || isComplete} asChild>
+        <DropdownMenuItem disabled={(!isOwner && !isCurrentTeamDocument) || isComplete} asChild>
           <Link href={`${documentsPath}/${row.id}/edit`}>
             <Edit className="mr-2 h-4 w-4" />
             Edit
@@ -157,18 +158,14 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           Duplicate
         </DropdownMenuItem>
 
-        {/* No point displaying this if there's no functionality. */}
-        {/* <DropdownMenuItem disabled>
+        <DropdownMenuItem disabled>
           <XCircle className="mr-2 h-4 w-4" />
           Void
-        </DropdownMenuItem> */}
+        </DropdownMenuItem>
 
-        <DropdownMenuItem
-          onClick={() => setDeleteDialogOpen(true)}
-          disabled={Boolean(!canManageDocument && team?.teamEmail)}
-        >
+        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
           <Trash2 className="mr-2 h-4 w-4" />
-          {canManageDocument ? 'Delete' : 'Hide'}
+          Delete
         </DropdownMenuItem>
 
         <DropdownMenuLabel>Share</DropdownMenuLabel>
@@ -189,16 +186,16 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
         />
       </DropdownMenuContent>
 
-      <DeleteDocumentDialog
-        id={row.id}
-        status={row.status}
-        documentTitle={row.title}
-        open={isDeleteDialogOpen}
-        onOpenChange={setDeleteDialogOpen}
-        teamId={team?.id}
-        canManageDocument={canManageDocument}
-      />
-
+      {isDocumentDeletable && (
+        <DeleteDocumentDialog
+          id={row.id}
+          status={row.status}
+          documentTitle={row.title}
+          open={isDeleteDialogOpen}
+          onOpenChange={setDeleteDialogOpen}
+          teamId={team?.id}
+        />
+      )}
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={row.id}

apps/web/src/app/(dashboard)/documents/data-table.tsx

@@ -3,7 +3,6 @@
 import { useTransition } from 'react';
 
 import { Loader } from 'lucide-react';
-import { DateTime } from 'luxon';
 import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
@@ -30,7 +29,7 @@ export type DocumentsDataTableProps = {
     }
   >;
   showSenderColumn?: boolean;
-  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const DocumentsDataTable = ({
@@ -63,12 +62,7 @@ export const DocumentsDataTable = ({
           {
             header: 'Created',
             accessorKey: 'createdAt',
-            cell: ({ row }) => (
-              <LocaleDate
-                date={row.original.createdAt}
-                format={{ ...DateTime.DATETIME_SHORT, hourCycle: 'h12' }}
-              />
-            ),
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
           },
           {
             header: 'Title',
@@ -82,12 +76,7 @@ export const DocumentsDataTable = ({
           {
             header: 'Recipient',
             accessorKey: 'recipient',
-            cell: ({ row }) => (
-              <StackAvatarsWithTooltip
-                recipients={row.original.Recipient}
-                documentStatus={row.original.status}
-              />
-            ),
+            cell: ({ row }) => <StackAvatarsWithTooltip recipients={row.original.Recipient} />,
           },
           {
             header: 'Status',

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

@@ -2,11 +2,8 @@ import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { match } from 'ts-pattern';
-
 import { DocumentStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -26,7 +23,6 @@ type DeleteDocumentDialogProps = {
   status: DocumentStatus;
   documentTitle: string;
   teamId?: number;
-  canManageDocument: boolean;
 };
 
 export const DeleteDocumentDialog = ({
@@ -36,7 +32,6 @@ export const DeleteDocumentDialog = ({
   status,
   documentTitle,
   teamId,
-  canManageDocument,
 }: DeleteDocumentDialogProps) => {
   const router = useRouter();
 
@@ -88,82 +83,47 @@ export const DeleteDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Are you sure?</DialogTitle>
+          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
 
           <DialogDescription>
-            You are about to {canManageDocument ? 'delete' : 'hide'}{' '}
-            <strong>"{documentTitle}"</strong>
+            Please note that this action is irreversible. Once confirmed, your document will be
+            permanently deleted.
           </DialogDescription>
         </DialogHeader>
 
-        {canManageDocument ? (
-          <Alert variant="warning" className="-mt-1">
-            {match(status)
-              .with(DocumentStatus.DRAFT, () => (
-                <AlertDescription>
-                  Please note that this action is <strong>irreversible</strong>. Once confirmed,
-                  this document will be permanently deleted.
-                </AlertDescription>
-              ))
-              .with(DocumentStatus.PENDING, () => (
-                <AlertDescription>
-                  <p>
-                    Please note that this action is <strong>irreversible</strong>.
-                  </p>
-
-                  <p className="mt-1">Once confirmed, the following will occur:</p>
-
-                  <ul className="mt-0.5 list-inside list-disc">
-                    <li>Document will be permanently deleted</li>
-                    <li>Document signing process will be cancelled</li>
-                    <li>All inserted signatures will be voided</li>
-                    <li>All recipients will be notified</li>
-                  </ul>
-                </AlertDescription>
-              ))
-              .with(DocumentStatus.COMPLETED, () => (
-                <AlertDescription>
-                  <p>By deleting this document, the following will occur:</p>
-
-                  <ul className="mt-0.5 list-inside list-disc">
-                    <li>The document will be hidden from your account</li>
-                    <li>Recipients will still retain their copy of the document</li>
-                  </ul>
-                </AlertDescription>
-              ))
-              .exhaustive()}
-          </Alert>
-        ) : (
-          <Alert variant="warning" className="-mt-1">
-            <AlertDescription>
-              Please contact support if you would like to revert this action.
-            </AlertDescription>
-          </Alert>
-        )}
-
-        {status !== DocumentStatus.DRAFT && canManageDocument && (
-          <Input
-            type="text"
-            value={inputValue}
-            onChange={onInputChange}
-            placeholder="Type 'delete' to confirm"
-          />
+        {status !== DocumentStatus.DRAFT && (
+          <div className="mt-4">
+            <Input
+              type="text"
+              value={inputValue}
+              onChange={onInputChange}
+              placeholder="Type 'delete' to confirm"
+            />
+          </div>
         )}
 
         <DialogFooter>
-          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
-            Cancel
-          </Button>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
 
-          <Button
-            type="button"
-            loading={isLoading}
-            onClick={onDelete}
-            disabled={!isDeleteEnabled && canManageDocument}
-            variant="destructive"
-          >
-            {canManageDocument ? 'Delete' : 'Hide'}
-          </Button>
+            <Button
+              type="button"
+              loading={isLoading}
+              onClick={onDelete}
+              disabled={!isDeleteEnabled}
+              variant="destructive"
+              className="flex-1"
+            >
+              Delete
+            </Button>
+          </div>
         </DialogFooter>
       </DialogContent>
     </Dialog>

apps/web/src/app/(dashboard)/documents/documents-page-view.tsx

@@ -41,9 +41,7 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
   const page = Number(searchParams.page) || 1;
   const perPage = Number(searchParams.perPage) || 20;
   const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
-  const currentTeam = team
-    ? { id: team.id, url: team.url, teamEmail: team.teamEmail?.email }
-    : undefined;
+  const currentTeam = team ? { id: team.id, url: team.url } : undefined;
 
   const getStatOptions: GetStatsInput = {
     user,

apps/web/src/app/(dashboard)/documents/empty-state.tsx

@@ -37,10 +37,7 @@ export const EmptyDocumentState = ({ status }: EmptyDocumentProps) => {
     }));
 
   return (
-    <div
-      className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4"
-      data-testid="empty-document-state"
-    >
+    <div className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4">
       <Icon className="h-12 w-12" strokeWidth={1.5} />
 
       <div className="text-center">

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

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

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

@@ -1,14 +1,10 @@
 'use client';
 
-import { useEffect, useState } from 'react';
+import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import {
-  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-  SKIP_QUERY_BATCH_META,
-} from '@documenso/lib/constants/trpc';
-import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -23,135 +19,52 @@ import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-
 import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
 import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
-import { AddTemplateSettingsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-settings';
-import type { TAddTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type EditTemplateFormProps = {
   className?: string;
-  initialTemplate: TemplateWithDetails;
-  isEnterprise: boolean;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
   templateRootPath: string;
 };
 
-type EditTemplateStep = 'settings' | 'signers' | 'fields';
-const EditTemplateSteps: EditTemplateStep[] = ['settings', 'signers', 'fields'];
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
 
 export const EditTemplateForm = ({
-  initialTemplate,
   className,
-  isEnterprise,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
   templateRootPath,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const team = useOptionalCurrentTeam();
-
-  const [step, setStep] = useState<EditTemplateStep>('settings');
-
-  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
-
-  const utils = trpc.useUtils();
-
-  const { data: template, refetch: refetchTemplate } =
-    trpc.template.getTemplateWithDetailsById.useQuery(
-      {
-        id: initialTemplate.id,
-      },
-      {
-        initialData: initialTemplate,
-        ...SKIP_QUERY_BATCH_META,
-      },
-    );
-
-  const { Recipient: recipients, Field: fields, templateDocumentData } = template;
+  const [step, setStep] = useState<EditTemplateStep>('signers');
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
-    settings: {
-      title: 'General',
-      description: 'Configure general settings for the template.',
-      stepIndex: 1,
-    },
     signers: {
       title: 'Add Placeholders',
       description: 'Add all relevant placeholders for each recipient.',
-      stepIndex: 2,
+      stepIndex: 1,
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
-      stepIndex: 3,
+      stepIndex: 2,
     },
   };
 
   const currentDocumentFlow = documentFlow[step];
 
-  const { mutateAsync: updateTemplateSettings } = trpc.template.updateTemplateSettings.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.template.getTemplateWithDetailsById.setData(
-        {
-          id: initialTemplate.id,
-        },
-        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
-      );
-    },
-  });
-
-  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.template.getTemplateWithDetailsById.setData(
-        {
-          id: initialTemplate.id,
-        },
-        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
-      );
-    },
-  });
-
-  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.template.getTemplateWithDetailsById.setData(
-        {
-          id: initialTemplate.id,
-        },
-        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
-      );
-    },
-  });
-
-  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
-    try {
-      await updateTemplateSettings({
-        templateId: template.id,
-        teamId: team?.id,
-        data: {
-          title: data.title,
-          globalAccessAuth: data.globalAccessAuth ?? null,
-          globalActionAuth: data.globalActionAuth ?? null,
-        },
-        meta: data.meta,
-      });
-
-      // Router refresh is here to clear the router cache for when navigating to /documents.
-      router.refresh();
-
-      setStep('signers');
-    } catch (err) {
-      console.error(err);
-
-      toast({
-        title: 'Error',
-        description: 'An error occurred while updating the document settings.',
-        variant: 'destructive',
-      });
-    }
-  };
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -159,11 +72,9 @@ export const EditTemplateForm = ({
     try {
       await addTemplateSigners({
         templateId: template.id,
-        teamId: team?.id,
         signers: data.signers,
       });
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('fields');
@@ -189,9 +100,6 @@ export const EditTemplateForm = ({
         duration: 5000,
       });
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
-      router.refresh();
-
       router.push(templateRootPath);
     } catch (err) {
       toast({
@@ -202,15 +110,6 @@ export const EditTemplateForm = ({
     }
   };
 
-  /**
-   * Refresh the data in the background when steps change.
-   */
-  useEffect(() => {
-    void refetchTemplate();
-
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [step]);
-
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -218,11 +117,7 @@ export const EditTemplateForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer
-            key={templateDocumentData.id}
-            documentData={templateDocumentData}
-            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
-          />
+          <LazyPDFViewer key={documentData.id} documentData={documentData} />
         </CardContent>
       </Card>
 
@@ -240,25 +135,12 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
-            <AddTemplateSettingsFormPartial
-              key={recipients.length}
-              template={template}
-              documentFlow={documentFlow.settings}
-              recipients={recipients}
-              fields={fields}
-              onSubmit={onAddSettingsFormSubmit}
-              isEnterprise={isEnterprise}
-              isDocumentPdfLoaded={isDocumentPdfLoaded}
-            />
-
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
-              isEnterprise={isEnterprise}
-              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplateFieldsFormPartial

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

@@ -5,9 +5,10 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft } from 'lucide-react';
 
-import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
+import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
+import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
 
@@ -34,7 +35,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
 
   const { user } = await getRequiredServerComponentSession();
 
-  const template = await getTemplateWithDetailsById({
+  const template = await getTemplateById({
     id: templateId,
     userId: user.id,
   }).catch(() => null);
@@ -43,13 +44,21 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const isTemplateEnterprise = await isUserEnterprise({
-    userId: user.id,
-    teamId: team?.id,
-  });
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+  ]);
 
   return (
-    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
       <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
         <ChevronLeft className="mr-2 inline-block h-5 w-5" />
         Templates
@@ -64,10 +73,13 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
       </div>
 
       <EditTemplateForm
-        className="mt-6"
-        initialTemplate={template}
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
         templateRootPath={templateRootPath}
-        isEnterprise={isTemplateEnterprise}
       />
     </div>
   );

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

@@ -1,29 +1,48 @@
 'use client';
 
-import React, { useState } from 'react';
+import React, { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { FilePlus, Loader } from 'lucide-react';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } from 'lucide-react';
 import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
 
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { base64 } from '@documenso/lib/universal/base64';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
-  DialogClose,
   DialogContent,
-  DialogDescription,
-  DialogFooter,
   DialogHeader,
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
 type NewTemplateDialogProps = {
   teamId?: number;
   templateRootPath: string;
@@ -35,20 +54,51 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   const { data: session } = useSession();
   const { toast } = useToast();
 
-  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
-  const [isUploadingFile, setIsUploadingFile] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
 
   const onFileDrop = async (file: File) => {
-    if (isUploadingFile) {
+    try {
+      const arrayBuffer = await file.arrayBuffer();
+      const base64String = base64.encode(new Uint8Array(arrayBuffer));
+
+      setUploadedFile({
+        file,
+        fileBase64: `data:application/pdf;base64,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
       return;
     }
 
-    setIsUploadingFile(true);
+    const file: File = uploadedFile.file;
 
     try {
-      const { type, data } = await putPdfFile(file);
+      const { type, data } = await putFile(file);
+
       const { id: templateDocumentDataId } = await createDocumentData({
         type,
         data,
@@ -56,7 +106,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       const { id } = await createTemplate({
         teamId,
-        title: file.name,
+        title: values.name ? values.name : file.name,
         templateDocumentDataId,
       });
 
@@ -76,16 +126,25 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
         description: 'Please try again later.',
         variant: 'destructive',
       });
-
-      setIsUploadingFile(false);
     }
   };
 
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
   return (
-    <Dialog
-      open={showNewTemplateDialog}
-      onOpenChange={(value) => !isUploadingFile && setShowNewTemplateDialog(value)}
-    >
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
@@ -95,29 +154,81 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       <DialogContent className="w-full max-w-xl">
         <DialogHeader>
-          <DialogTitle>New Template</DialogTitle>
-          <DialogDescription>
-            Templates allow you to quickly generate documents with pre-filled recipients and fields.
-          </DialogDescription>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
         </DialogHeader>
 
-        <div className="relative">
-          <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                    </FormControl>
+                    <FormDescription>
+                      <span className="text-muted-foreground text-xs">
+                        Leave this empty if you would like to use your document's name for the
+                        template
+                      </span>
+                    </FormDescription>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-          {isUploadingFile && (
-            <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
-              <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
-            </div>
-          )}
+              <div>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {uploadedFile ? (
+                    <Card gradient className="h-[40vh]">
+                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <button
+                          onClick={() => resetForm()}
+                          title="Remove Template"
+                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                        >
+                          <X className="h-6 w-6" />
+                          <span className="sr-only">Remove Template</span>
+                        </button>
+
+                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        </div>
+
+                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                          Uploaded Document
+                        </p>
+
+                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                          {uploadedFile.file.name}
+                        </span>
+                      </CardContent>
+                    </Card>
+                  ) : (
+                    <DocumentDropzone
+                      className="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
         </div>
-
-        <DialogFooter>
-          <DialogClose asChild>
-            <Button type="button" variant="secondary" disabled={isUploadingFile}>
-              Close
-            </Button>
-          </DialogClose>
-        </DialogFooter>
       </DialogContent>
     </Dialog>
   );

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

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

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

@@ -131,7 +131,7 @@ export default async function CompletedSigningPage({
               </div>
             ))
             .with({ deletedAt: null }, () => (
-              <div className="flex items-center mt-4 text-center text-blue-600">
+              <div className="flex items-center text-center text-blue-600">
                 <Clock8 className="mr-2 h-5 w-5" />
                 <span className="text-sm">Waiting for others to sign</span>
               </div>

apps/web/src/app/(signing)/sign/[token]/document-action-auth-2fa.tsx

@@ -18,7 +18,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+import { Input } from '@documenso/ui/primitives/input';
 
 import { EnableAuthenticatorAppDialog } from '~/components/forms/2fa/enable-authenticator-app-dialog';
 
@@ -138,15 +138,7 @@ export const DocumentActionAuth2FA = ({
                   <FormLabel required>2FA token</FormLabel>
 
                   <FormControl>
-                    <PinInput {...field} value={field.value ?? ''} maxLength={6}>
-                      {Array(6)
-                        .fill(null)
-                        .map((_, i) => (
-                          <PinInputGroup key={i}>
-                            <PinInputSlot index={i} />
-                          </PinInputGroup>
-                        ))}
-                    </PinInput>
+                    <Input {...field} placeholder="Token" />
                   </FormControl>
 
                   <FormMessage />

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

@@ -6,7 +6,6 @@ import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-c
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
-import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
@@ -38,7 +37,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, fields, recipient, completedFields] = await Promise.all([
+  const [document, fields, recipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
@@ -46,15 +45,9 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
-    getCompletedFieldsForToken({ token }),
   ]);
 
-  if (
-    !document ||
-    !document.documentData ||
-    !recipient ||
-    document.status === DocumentStatus.DRAFT
-  ) {
+  if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
@@ -127,12 +120,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
       <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <SigningPageView
-          recipient={recipient}
-          document={document}
-          fields={fields}
-          completedFields={completedFields}
-        />
+        <SigningPageView recipient={recipient} document={document} fields={fields} />
       </DocumentAuthProvider>
     </SigningProvider>
   );

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

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

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

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

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

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

apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx

@@ -8,7 +8,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
-import { DocumentStatus } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -16,21 +15,18 @@ import { StackAvatar } from './stack-avatar';
 
 export type AvatarWithRecipientProps = {
   recipient: Recipient;
-  documentStatus: DocumentStatus;
 };
 
-export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRecipientProps) {
+export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   const [, copy] = useCopyToClipboard();
   const { toast } = useToast();
 
-  const signingToken = documentStatus === DocumentStatus.PENDING ? recipient.token : null;
-
   const onRecipientClick = () => {
-    if (!signingToken) {
+    if (!recipient.token) {
       return;
     }
 
-    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${signingToken}`).then(() => {
+    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`).then(() => {
       toast({
         title: 'Copied to clipboard',
         description: 'The signing link has been copied to your clipboard.',
@@ -41,10 +37,10 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
   return (
     <div
       className={cn('my-1 flex items-center gap-2', {
-        'cursor-pointer hover:underline': signingToken,
+        'cursor-pointer hover:underline': recipient.token,
       })}
-      role={signingToken ? 'button' : undefined}
-      title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
+      role={recipient.token ? 'button' : undefined}
+      title={recipient.token && 'Click to copy signing link for sending to recipient'}
       onClick={onRecipientClick}
     >
       <StackAvatar
@@ -53,15 +49,16 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
         type={getRecipientType(recipient)}
         fallbackText={recipientAbbreviation(recipient)}
       />
-
-      <div
-        className="text-muted-foreground text-sm"
-        title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
-      >
-        <p>{recipient.email}</p>
-        <p className="text-muted-foreground/70 text-xs">
-          {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-        </p>
+      <div>
+        <div
+          className="text-muted-foreground text-sm"
+          title="Click to copy signing link for sending to recipient"
+        >
+          <p>{recipient.email} </p>
+          <p className="text-muted-foreground/70 text-xs">
+            {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+          </p>
+        </div>
       </div>
     </div>
   );

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

@@ -1,28 +1,33 @@
 'use client';
 
+import { useRef, useState } from 'react';
+
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import type { DocumentStatus, Recipient } from '@documenso/prisma/client';
-import { PopoverHover } from '@documenso/ui/primitives/popover';
+import type { Recipient } from '@documenso/prisma/client';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
 
 import { AvatarWithRecipient } from './avatar-with-recipient';
 import { StackAvatar } from './stack-avatar';
 import { StackAvatars } from './stack-avatars';
 
 export type StackAvatarsWithTooltipProps = {
-  documentStatus: DocumentStatus;
   recipients: Recipient[];
   position?: 'top' | 'bottom';
   children?: React.ReactNode;
 };
 
 export const StackAvatarsWithTooltip = ({
-  documentStatus,
   recipients,
   position,
   children,
 }: StackAvatarsWithTooltipProps) => {
+  const [open, setOpen] = useState(false);
+
+  const isControlled = useRef(false);
+  const isMouseOverTimeout = useRef<NodeJS.Timeout | null>(null);
+
   const waitingRecipients = recipients.filter(
     (recipient) => getRecipientType(recipient) === 'waiting',
   );
@@ -39,74 +44,105 @@ export const StackAvatarsWithTooltip = ({
     (recipient) => getRecipientType(recipient) === 'unsigned',
   );
 
+  const onMouseEnter = () => {
+    if (isMouseOverTimeout.current) {
+      clearTimeout(isMouseOverTimeout.current);
+    }
+
+    if (isControlled.current) {
+      return;
+    }
+
+    isMouseOverTimeout.current = setTimeout(() => {
+      setOpen((o) => (!o ? true : o));
+    }, 200);
+  };
+
+  const onMouseLeave = () => {
+    if (isMouseOverTimeout.current) {
+      clearTimeout(isMouseOverTimeout.current);
+    }
+
+    if (isControlled.current) {
+      return;
+    }
+
+    setTimeout(() => {
+      setOpen((o) => (o ? false : o));
+    }, 200);
+  };
+
+  const onOpenChange = (newOpen: boolean) => {
+    isControlled.current = newOpen;
+
+    setOpen(newOpen);
+  };
+
   return (
-    <PopoverHover
-      trigger={children || <StackAvatars recipients={recipients} />}
-      contentProps={{
-        className: 'flex flex-col gap-y-5 py-2',
-        side: position,
-      }}
-    >
-      {completedRecipients.length > 0 && (
-        <div>
-          <h1 className="text-base font-medium">Completed</h1>
-          {completedRecipients.map((recipient: Recipient) => (
-            <div key={recipient.id} className="my-1 flex items-center gap-2">
-              <StackAvatar
-                first={true}
-                key={recipient.id}
-                type={getRecipientType(recipient)}
-                fallbackText={recipientAbbreviation(recipient)}
-              />
-              <div className="">
-                <p className="text-muted-foreground text-sm">{recipient.email}</p>
-                <p className="text-muted-foreground/70 text-xs">
-                  {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-                </p>
+    <Popover open={open} onOpenChange={onOpenChange}>
+      <PopoverTrigger
+        className="flex cursor-pointer"
+        onMouseEnter={onMouseEnter}
+        onMouseLeave={onMouseLeave}
+      >
+        {children || <StackAvatars recipients={recipients} />}
+      </PopoverTrigger>
+
+      <PopoverContent
+        side={position}
+        onMouseEnter={onMouseEnter}
+        onMouseLeave={onMouseLeave}
+        className="flex flex-col gap-y-5 py-2"
+      >
+        {completedRecipients.length > 0 && (
+          <div>
+            <h1 className="text-base font-medium">Completed</h1>
+            {completedRecipients.map((recipient: Recipient) => (
+              <div key={recipient.id} className="my-1 flex items-center gap-2">
+                <StackAvatar
+                  first={true}
+                  key={recipient.id}
+                  type={getRecipientType(recipient)}
+                  fallbackText={recipientAbbreviation(recipient)}
+                />
+                <div className="">
+                  <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                  <p className="text-muted-foreground/70 text-xs">
+                    {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                  </p>
+                </div>
               </div>
-            </div>
-          ))}
-        </div>
-      )}
+            ))}
+          </div>
+        )}
 
-      {waitingRecipients.length > 0 && (
-        <div>
-          <h1 className="text-base font-medium">Waiting</h1>
-          {waitingRecipients.map((recipient: Recipient) => (
-            <AvatarWithRecipient
-              key={recipient.id}
-              recipient={recipient}
-              documentStatus={documentStatus}
-            />
-          ))}
-        </div>
-      )}
+        {waitingRecipients.length > 0 && (
+          <div>
+            <h1 className="text-base font-medium">Waiting</h1>
+            {waitingRecipients.map((recipient: Recipient) => (
+              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+            ))}
+          </div>
+        )}
 
-      {openedRecipients.length > 0 && (
-        <div>
-          <h1 className="text-base font-medium">Opened</h1>
-          {openedRecipients.map((recipient: Recipient) => (
-            <AvatarWithRecipient
-              key={recipient.id}
-              recipient={recipient}
-              documentStatus={documentStatus}
-            />
-          ))}
-        </div>
-      )}
+        {openedRecipients.length > 0 && (
+          <div>
+            <h1 className="text-base font-medium">Opened</h1>
+            {openedRecipients.map((recipient: Recipient) => (
+              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+            ))}
+          </div>
+        )}
 
-      {uncompletedRecipients.length > 0 && (
-        <div>
-          <h1 className="text-base font-medium">Uncompleted</h1>
-          {uncompletedRecipients.map((recipient: Recipient) => (
-            <AvatarWithRecipient
-              key={recipient.id}
-              recipient={recipient}
-              documentStatus={documentStatus}
-            />
-          ))}
-        </div>
-      )}
-    </PopoverHover>
+        {uncompletedRecipients.length > 0 && (
+          <div>
+            <h1 className="text-base font-medium">Uncompleted</h1>
+            {uncompletedRecipients.map((recipient: Recipient) => (
+              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+            ))}
+          </div>
+        )}
+      </PopoverContent>
+    </Popover>
   );
 };

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

@@ -1,3 +1,5 @@
+'use client';
+
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
@@ -10,6 +12,8 @@ import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
+import { CommandMenu } from '../common/command-menu';
+
 const navigationLinks = [
   {
     href: '/documents',
@@ -21,14 +25,13 @@ const navigationLinks = [
   },
 ];
 
-export type DesktopNavProps = HTMLAttributes<HTMLDivElement> & {
-  setIsCommandMenuOpen: (value: boolean) => void;
-};
+export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
 
-export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: DesktopNavProps) => {
+export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
   const pathname = usePathname();
   const params = useParams();
 
+  const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
   const rootHref = getRootHref(params, { returnEmptyRootString: true });
@@ -67,10 +70,12 @@ export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: Deskto
         ))}
       </div>
 
+      <CommandMenu open={open} onOpenChange={setOpen} />
+
       <Button
         variant="outline"
         className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
-        onClick={() => setIsCommandMenuOpen(true)}
+        onClick={() => setOpen((open) => !open)}
       >
         <div className="flex items-center">
           <Search className="mr-2 h-5 w-5" />

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -58,7 +58,7 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
           <Logo className="h-6 w-auto" />
         </Link>
 
-        <DesktopNav setIsCommandMenuOpen={setIsCommandMenuOpen} />
+        <DesktopNav />
 
         <div className="flex gap-x-4 md:ml-8">
           <MenuSwitcher user={user} teams={teams} />

apps/web/src/components/(dashboard)/layout/menu-switcher.tsx

@@ -3,7 +3,6 @@
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { motion } from 'framer-motion';
 import { CheckCircle2, ChevronsUpDown, Plus, Settings2 } from 'lucide-react';
 import { signOut } from 'next-auth/react';
 
@@ -26,8 +25,6 @@ import {
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
 
-const MotionLink = motion(Link);
-
 export type MenuSwitcherProps = {
   user: User;
   teams: GetTeamsResponse;
@@ -173,43 +170,18 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
             <div className="custom-scrollbar max-h-[40vh] overflow-auto">
               {teams.map((team) => (
                 <DropdownMenuItem asChild key={team.id}>
-                  <MotionLink
-                    initial="initial"
-                    animate="initial"
-                    whileHover="animate"
-                    href={formatRedirectUrlOnSwitch(team.url)}
-                  >
+                  <Link href={formatRedirectUrlOnSwitch(team.url)}>
                     <AvatarWithText
                       avatarFallback={formatAvatarFallback(team.name)}
                       primaryText={team.name}
-                      secondaryText={
-                        <div className="relative">
-                          <motion.span
-                            className="overflow-hidden"
-                            variants={{
-                              initial: { opacity: 1, translateY: 0 },
-                              animate: { opacity: 0, translateY: '100%' },
-                            }}
-                          >
-                            {formatSecondaryAvatarText(team)}
-                          </motion.span>
-
-                          <motion.span
-                            className="absolute inset-0"
-                            variants={{
-                              initial: { opacity: 0, translateY: '100%' },
-                              animate: { opacity: 1, translateY: 0 },
-                            }}
-                          >{`/t/${team.url}`}</motion.span>
-                        </div>
-                      }
+                      secondaryText={formatSecondaryAvatarText(team)}
                       rightSideComponent={
                         isPathTeamUrl(team.url) && (
                           <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
                         )
                       }
                     />
-                  </MotionLink>
+                  </Link>
                 </DropdownMenuItem>
               ))}
             </div>

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

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

apps/web/src/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -28,7 +28,7 @@ import {
   FormItem,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZDisable2FAForm = z.object({
@@ -107,15 +107,7 @@ export const DisableAuthenticatorAppDialog = () => {
                 render={({ field }) => (
                   <FormItem>
                     <FormControl>
-                      <PinInput {...field} value={field.value ?? ''} maxLength={6}>
-                        {Array(6)
-                          .fill(null)
-                          .map((_, i) => (
-                            <PinInputGroup key={i}>
-                              <PinInputSlot index={i} />
-                            </PinInputGroup>
-                          ))}
-                      </PinInput>
+                      <Input {...field} placeholder="Token" />
                     </FormControl>
                     <FormMessage />
                   </FormItem>

apps/web/src/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -30,7 +30,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -212,15 +212,7 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
                         <FormItem>
                           <FormLabel className="text-muted-foreground">Token</FormLabel>
                           <FormControl>
-                            <PinInput {...field} value={field.value ?? ''} maxLength={6}>
-                              {Array(6)
-                                .fill(null)
-                                .map((_, i) => (
-                                  <PinInputGroup key={i}>
-                                    <PinInputSlot index={i} />
-                                  </PinInputGroup>
-                                ))}
-                            </PinInput>
+                            <Input {...field} type="text" value={field.value ?? ''} />
                           </FormControl>
                           <FormMessage />
                         </FormItem>

apps/web/src/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -30,7 +30,7 @@ import {
   FormItem,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+import { Input } from '@documenso/ui/primitives/input';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
@@ -115,15 +115,7 @@ export const ViewRecoveryCodesDialog = () => {
                   render={({ field }) => (
                     <FormItem>
                       <FormControl>
-                        <PinInput {...field} value={field.value ?? ''} maxLength={6}>
-                          {Array(6)
-                            .fill(null)
-                            .map((_, i) => (
-                              <PinInputGroup key={i}>
-                                <PinInputSlot index={i} />
-                              </PinInputGroup>
-                            ))}
-                        </PinInput>
+                        <Input {...field} placeholder="Token" />
                       </FormControl>
                       <FormMessage />
                     </FormItem>

apps/web/src/components/forms/signin.tsx

@@ -38,7 +38,6 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { PasswordInput } from '@documenso/ui/primitives/password-input';
-import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ERROR_MESSAGES: Partial<Record<keyof typeof ErrorCode, string>> = {
@@ -373,17 +372,9 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
                   name="totpCode"
                   render={({ field }) => (
                     <FormItem>
-                      <FormLabel>Token</FormLabel>
+                      <FormLabel>Authentication Token</FormLabel>
                       <FormControl>
-                        <PinInput {...field} value={field.value ?? ''} maxLength={6}>
-                          {Array(6)
-                            .fill(null)
-                            .map((_, i) => (
-                              <PinInputGroup key={i}>
-                                <PinInputSlot index={i} />
-                              </PinInputGroup>
-                            ))}
-                        </PinInput>
+                        <Input type="text" {...field} />
                       </FormControl>
                       <FormMessage />
                     </FormItem>

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

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

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

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

docker/README.md

@@ -41,7 +41,7 @@ volumes:
 1. Run the following command to start the containers:
 
 ```
-docker-compose --env-file ./.env up -d
+docker-compose --env-file ./.env -d up
 ```
 
 This will start the PostgreSQL database and the Documenso application containers.

docker/production/compose.yml

@@ -58,7 +58,7 @@ services:
       - NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=${NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT}
       - NEXT_PUBLIC_POSTHOG_KEY=${NEXT_PUBLIC_POSTHOG_KEY}
       - NEXT_PUBLIC_DISABLE_SIGNUP=${NEXT_PUBLIC_DISABLE_SIGNUP}
-      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
+      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH?:-/opt/documenso/cert.p12}
     ports:
       - ${PORT:-3000}:${PORT:-3000}
     volumes:

package-lock.json

@@ -22,7 +22,7 @@
         "eslint-config-custom": "*",
         "husky": "^9.0.11",
         "lint-staged": "^15.2.2",
-        "playwright": "1.43.0",
+        "playwright": "^1.43.0",
         "prettier": "^2.5.1",
         "rimraf": "^5.0.1",
         "turbo": "^1.9.3"
@@ -109,7 +109,6 @@
         "cookie-es": "^1.0.0",
         "formidable": "^2.1.1",
         "framer-motion": "^10.12.8",
-        "input-otp": "^1.2.4",
         "lucide-react": "^0.279.0",
         "luxon": "^3.4.0",
         "micro": "^10.0.1",
@@ -4717,12 +4716,12 @@
       }
     },
     "node_modules/@playwright/test": {
-      "version": "1.43.1",
-      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.43.1.tgz",
-      "integrity": "sha512-HgtQzFgNEEo4TE22K/X7sYTYNqEMMTZmFS8kTq6m8hXj+m1D8TgwgIbumHddJa9h4yl4GkKb8/bgAl2+g7eDgA==",
+      "version": "1.40.0",
+      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.40.0.tgz",
+      "integrity": "sha512-PdW+kn4eV99iP5gxWNSDQCbhMaDVej+RXL5xr6t04nbKLCBwYtA046t7ofoczHOm8u6c+45hpDKQVZqtqwkeQg==",
       "dev": true,
       "dependencies": {
-        "playwright": "1.43.1"
+        "playwright": "1.40.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4746,12 +4745,12 @@
       }
     },
     "node_modules/@playwright/test/node_modules/playwright": {
-      "version": "1.43.1",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.1.tgz",
-      "integrity": "sha512-V7SoH0ai2kNt1Md9E3Gwas5B9m8KR2GVvwZnAI6Pg0m3sh7UvgiYhRrhsziCmqMJNouPckiOhk8T+9bSAK0VIA==",
+      "version": "1.40.0",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.40.0.tgz",
+      "integrity": "sha512-gyHAgQjiDf1m34Xpwzaqb76KgfzYrhK7iih+2IzcOCoZWr/8ZqmdBw+t0RU85ZmfJMgtgAiNtBQ/KS2325INXw==",
       "dev": true,
       "dependencies": {
-        "playwright-core": "1.43.1"
+        "playwright-core": "1.40.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4764,9 +4763,9 @@
       }
     },
     "node_modules/@playwright/test/node_modules/playwright-core": {
-      "version": "1.43.1",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.1.tgz",
-      "integrity": "sha512-EI36Mto2Vrx6VF7rm708qSnesVQKbxEWvPrfA1IPY6HgczBplDx7ENtx+K2n4kJ41sLLkuGfmb0ZLSSXlDhqPg==",
+      "version": "1.40.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.40.0.tgz",
+      "integrity": "sha512-fvKewVJpGeca8t0ipM56jkVSU6Eo0RmFvQ/MaCQNDYm+sdvKkMBBWTE1FdeMqIdumRaXXjZChWHvIzCGM/tA/Q==",
       "dev": true,
       "bin": {
         "playwright-core": "cli.js"
@@ -13768,15 +13767,6 @@
       "resolved": "https://registry.npmjs.org/inline-style-parser/-/inline-style-parser-0.1.1.tgz",
       "integrity": "sha512-7NXolsK4CAS5+xvdj5OMMbI962hU/wvwoxk+LWR9Ek9bVtyuuYScDN6eS0rUm6TxApFpw7CX1o4uJzcd4AyD3Q=="
     },
-    "node_modules/input-otp": {
-      "version": "1.2.4",
-      "resolved": "https://registry.npmjs.org/input-otp/-/input-otp-1.2.4.tgz",
-      "integrity": "sha512-md6rhmD+zmMnUh5crQNSQxq3keBRYvE3odbr4Qb9g2NWzQv9azi+t1a3X4TBTbh98fsGHgEEJlzbe1q860uGCA==",
-      "peerDependencies": {
-        "react": "^16.8 || ^17.0 || ^18.0",
-        "react-dom": "^16.8 || ^17.0 || ^18.0"
-      }
-    },
     "node_modules/internal-slot": {
       "version": "1.0.6",
       "resolved": "https://registry.npmjs.org/internal-slot/-/internal-slot-1.0.6.tgz",
@@ -17546,7 +17536,6 @@
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/path2d-polyfill/-/path2d-polyfill-2.0.1.tgz",
       "integrity": "sha512-ad/3bsalbbWhmBo0D6FZ4RNMwsLsPpL6gnvhuSaU5Vm7b06Kr5ubSltQQ0T7YKsiJQO+g22zJ4dJKNTXIyOXtA==",
-      "optional": true,
       "engines": {
         "node": ">=8"
       }
@@ -17591,15 +17580,18 @@
       "integrity": "sha512-Xni35NKzjgMrwevysHTCArtLDpPvye8zV/0E4EyYn43P7/7qvQwPh9BGkHewbMulVntbigmcT7rdX3BNo9wRJg=="
     },
     "node_modules/pdfjs-dist": {
-      "version": "3.11.174",
-      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",
-      "integrity": "sha512-TdTZPf1trZ8/UFu5Cx/GXB7GZM30LT+wWUNfsi6Bq8ePLnb+woNKtDymI2mxZYBpMbonNFqKmiz684DIfnd8dA==",
+      "version": "3.6.172",
+      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.6.172.tgz",
+      "integrity": "sha512-bfOhCg+S9DXh/ImWhWYTOiq3aVMFSCvzGiBzsIJtdMC71kVWDBw7UXr32xh0y56qc5wMVylIeqV3hBaRsu+e+w==",
+      "dependencies": {
+        "path2d-polyfill": "^2.0.1",
+        "web-streams-polyfill": "^3.2.1"
+      },
       "engines": {
-        "node": ">=18"
+        "node": ">=16"
       },
       "optionalDependencies": {
-        "canvas": "^2.11.2",
-        "path2d-polyfill": "^2.0.1"
+        "canvas": "^2.11.2"
       }
     },
     "node_modules/peberminta": {
@@ -19019,6 +19011,42 @@
       "resolved": "https://registry.npmjs.org/react-lifecycles-compat/-/react-lifecycles-compat-3.0.4.tgz",
       "integrity": "sha512-fBASbA6LnOU9dOU2eW7aQ8xmYBSXUIWr+UmF9b1efZBazGNO+rcXT/icdKnYm2pTwcRylVUYwW7H1PHfLekVzA=="
     },
+    "node_modules/react-pdf": {
+      "version": "7.3.3",
+      "resolved": "https://registry.npmjs.org/react-pdf/-/react-pdf-7.3.3.tgz",
+      "integrity": "sha512-d7WAxcsjOogJfJ+I+zX/mdip3VjR1yq/yDa4hax4XbQVjbbbup6rqs4c8MGx0MLSnzob17TKp1t4CsNbDZ6GeQ==",
+      "dependencies": {
+        "clsx": "^2.0.0",
+        "make-cancellable-promise": "^1.3.1",
+        "make-event-props": "^1.6.0",
+        "merge-refs": "^1.2.1",
+        "pdfjs-dist": "3.6.172",
+        "prop-types": "^15.6.2",
+        "tiny-invariant": "^1.0.0",
+        "tiny-warning": "^1.0.0"
+      },
+      "funding": {
+        "url": "https://github.com/wojtekmaj/react-pdf?sponsor=1"
+      },
+      "peerDependencies": {
+        "@types/react": "^16.8.0 || ^17.0.0 || ^18.0.0",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0",
+        "react-dom": "^16.8.0 || ^17.0.0 || ^18.0.0"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/react-pdf/node_modules/clsx": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.0.0.tgz",
+      "integrity": "sha512-rQ1+kcj+ttHG0MKVGBUXwayCCF1oh39BF5COIpRzuCEv8Mwjv0XucrI2ExNTOn9IlLifGClWQcU9BrZORvtw6Q==",
+      "engines": {
+        "node": ">=6"
+      }
+    },
     "node_modules/react-property": {
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/react-property/-/react-property-2.0.0.tgz",
@@ -21329,6 +21357,11 @@
       "resolved": "https://registry.npmjs.org/tiny-invariant/-/tiny-invariant-1.3.1.tgz",
       "integrity": "sha512-AD5ih2NlSssTCwsMznbvwMZpJ1cbhkGd2uueNxzv2jDlEeZdU04JQfRnggJQ8DrcVBGjAsCKwFBbDlVNtEMlzw=="
     },
+    "node_modules/tiny-warning": {
+      "version": "1.0.3",
+      "resolved": "https://registry.npmjs.org/tiny-warning/-/tiny-warning-1.0.3.tgz",
+      "integrity": "sha512-lBN9zLN/oAf68o3zNXYrdCt1kP8WsiGW8Oo2ka41b2IM5JL/S1CTyX1rW0mb/zSuJun0ZUrDxx4sqvYS2FWzPA=="
+    },
     "node_modules/tinybench": {
       "version": "2.6.0",
       "resolved": "https://registry.npmjs.org/tinybench/-/tinybench-2.6.0.tgz",
@@ -22953,14 +22986,6 @@
         "node": ">=12.0.0"
       }
     },
-    "node_modules/warning": {
-      "version": "4.0.3",
-      "resolved": "https://registry.npmjs.org/warning/-/warning-4.0.3.tgz",
-      "integrity": "sha512-rpJyN222KWIvHJ/F53XSZv0Zl/accqHR8et1kpaMTD/fLCRxtV8iX8czMzY7sVZupTI3zcUTg8eycS2kNF9l6w==",
-      "dependencies": {
-        "loose-envify": "^1.0.0"
-      }
-    },
     "node_modules/watchpack": {
       "version": "2.4.0",
       "resolved": "https://registry.npmjs.org/watchpack/-/watchpack-2.4.0.tgz",
@@ -24956,7 +24981,7 @@
         "next-auth": "4.24.5",
         "oslo": "^0.17.0",
         "pdf-lib": "^1.17.1",
-        "playwright": "1.43.0",
+        "playwright": "^1.43.0",
         "react": "18.2.0",
         "remeda": "^1.27.1",
         "stripe": "^12.7.0",
@@ -24964,7 +24989,7 @@
         "zod": "^3.22.4"
       },
       "devDependencies": {
-        "@playwright/browser-chromium": "1.43.0",
+        "@playwright/browser-chromium": "^1.43.0",
         "@types/luxon": "^3.3.1"
       }
     },
@@ -25365,13 +25390,11 @@
         "lucide-react": "^0.279.0",
         "luxon": "^3.4.2",
         "next": "14.0.3",
-        "pdfjs-dist": "3.11.174",
-        "react": "18.2.0",
+        "pdfjs-dist": "3.6.172",
         "react-colorful": "^5.6.1",
         "react-day-picker": "^8.7.1",
-        "react-dom": "18.2.0",
         "react-hook-form": "^7.45.4",
-        "react-pdf": "7.7.3",
+        "react-pdf": "7.3.3",
         "react-rnd": "^10.4.1",
         "tailwind-merge": "^1.12.0",
         "tailwindcss-animate": "^1.0.5",
@@ -25388,43 +25411,6 @@
         "typescript": "5.2.2"
       }
     },
-    "packages/ui/node_modules/react-pdf": {
-      "version": "7.7.3",
-      "resolved": "https://registry.npmjs.org/react-pdf/-/react-pdf-7.7.3.tgz",
-      "integrity": "sha512-a2VfDl8hiGjugpqezBTUzJHYLNB7IS7a2t7GD52xMI9xHg8LdVaTMsnM9ZlNmKadnStT/tvX5IfV0yLn+JvYmw==",
-      "dependencies": {
-        "clsx": "^2.0.0",
-        "dequal": "^2.0.3",
-        "make-cancellable-promise": "^1.3.1",
-        "make-event-props": "^1.6.0",
-        "merge-refs": "^1.2.1",
-        "pdfjs-dist": "3.11.174",
-        "prop-types": "^15.6.2",
-        "tiny-invariant": "^1.0.0",
-        "warning": "^4.0.0"
-      },
-      "funding": {
-        "url": "https://github.com/wojtekmaj/react-pdf?sponsor=1"
-      },
-      "peerDependencies": {
-        "@types/react": "^16.8.0 || ^17.0.0 || ^18.0.0",
-        "react": "^16.8.0 || ^17.0.0 || ^18.0.0",
-        "react-dom": "^16.8.0 || ^17.0.0 || ^18.0.0"
-      },
-      "peerDependenciesMeta": {
-        "@types/react": {
-          "optional": true
-        }
-      }
-    },
-    "packages/ui/node_modules/react-pdf/node_modules/clsx": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.1.1.tgz",
-      "integrity": "sha512-eYm0QWBtUrBWZWG0d386OGAw16Z995PiOVo2B7bjWSbHedGl5e0ZWaq65kOGgUSNesEIDkB9ISbTg/JK9dhCZA==",
-      "engines": {
-        "node": ">=6"
-      }
-    },
     "packages/ui/node_modules/typescript": {
       "version": "5.2.2",
       "resolved": "https://registry.npmjs.org/typescript/-/typescript-5.2.2.tgz",

package.json

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

packages/api/v1/contract.ts

@@ -11,9 +11,6 @@ import {
   ZDeleteDocumentMutationSchema,
   ZDeleteFieldMutationSchema,
   ZDeleteRecipientMutationSchema,
-  ZDownloadDocumentSuccessfulSchema,
-  ZGenerateDocumentFromTemplateMutationResponseSchema,
-  ZGenerateDocumentFromTemplateMutationSchema,
   ZGetDocumentsQuerySchema,
   ZSendDocumentForSigningMutationSchema,
   ZSuccessfulDocumentResponseSchema,
@@ -54,17 +51,6 @@ export const ApiContractV1 = c.router(
       summary: 'Get a single document',
     },
 
-    downloadSignedDocument: {
-      method: 'GET',
-      path: '/api/v1/documents/:id/download',
-      responses: {
-        200: ZDownloadDocumentSuccessfulSchema,
-        401: ZUnsuccessfulResponseSchema,
-        404: ZUnsuccessfulResponseSchema,
-      },
-      summary: 'Download a signed document when the storage transport is S3',
-    },
-
     createDocument: {
       method: 'POST',
       path: '/api/v1/documents',
@@ -87,24 +73,6 @@ export const ApiContractV1 = c.router(
         404: ZUnsuccessfulResponseSchema,
       },
       summary: 'Create a new document from an existing template',
-      deprecated: true,
-      description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
-    },
-
-    generateDocumentFromTemplate: {
-      method: 'POST',
-      path: '/api/v1/templates/:templateId/generate-document',
-      body: ZGenerateDocumentFromTemplateMutationSchema,
-      responses: {
-        200: ZGenerateDocumentFromTemplateMutationResponseSchema,
-        400: ZUnsuccessfulResponseSchema,
-        401: ZUnsuccessfulResponseSchema,
-        404: ZUnsuccessfulResponseSchema,
-        500: ZUnsuccessfulResponseSchema,
-      },
-      summary: 'Create a new document from an existing template',
-      description:
-        'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
     },
 
     sendDocument: {

packages/api/v1/implementation.ts

@@ -1,8 +1,6 @@
 import { createNextRoute } from '@ts-rest/next';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
-import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
-import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { createDocument } from '@documenso/lib/server-only/document/create-document';
@@ -21,16 +19,11 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
-import type { CreateDocumentFromTemplateResponse } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
-import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
-import {
-  getPresignGetUrl,
-  getPresignPostUrl,
-} from '@documenso/lib/universal/upload/server-actions';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { DocumentDataType, DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
@@ -77,10 +70,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           ...document,
-          recipients: recipients.map((recipient) => ({
-            ...recipient,
-            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
-          })),
+          recipients,
         },
       };
     } catch (err) {
@@ -93,68 +83,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     }
   }),
 
-  downloadSignedDocument: authenticatedMiddleware(async (args, user, team) => {
-    const { id: documentId } = args.params;
-
-    try {
-      if (process.env.NEXT_PUBLIC_UPLOAD_TRANSPORT !== 's3') {
-        return {
-          status: 500,
-          body: {
-            message: 'Please make sure the storage transport is set to S3.',
-          },
-        };
-      }
-
-      const document = await getDocumentById({
-        id: Number(documentId),
-        userId: user.id,
-        teamId: team?.id,
-      });
-
-      if (!document || !document.documentDataId) {
-        return {
-          status: 404,
-          body: {
-            message: 'Document not found',
-          },
-        };
-      }
-
-      if (DocumentDataType.S3_PATH !== document.documentData.type) {
-        return {
-          status: 400,
-          body: {
-            message: 'Invalid document data type',
-          },
-        };
-      }
-
-      if (document.status !== DocumentStatus.COMPLETED) {
-        return {
-          status: 400,
-          body: {
-            message: 'Document is not completed yet.',
-          },
-        };
-      }
-
-      const { url } = await getPresignGetUrl(document.documentData.data);
-
-      return {
-        status: 200,
-        body: { downloadUrl: url },
-      };
-    } catch (err) {
-      return {
-        status: 500,
-        body: {
-          message: 'Error downloading the document. Please try again.',
-        },
-      };
-    }
-  }),
-
   deleteDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id: documentId } = args.params;
 
@@ -236,13 +164,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
-      await upsertDocumentMeta({
-        documentId: document.id,
-        userId: user.id,
-        ...body.meta,
-        requestMetadata: extractNextApiRequestMetadata(args.req),
-      });
-
       const recipients = await setRecipientsForDocument({
         userId: user.id,
         teamId: team?.id,
@@ -262,8 +183,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
             email: recipient.email,
             token: recipient.token,
             role: recipient.role,
-
-            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
           })),
         },
       };
@@ -295,7 +214,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplateLegacy({
+    const document = await createDocumentFromTemplate({
       templateId,
       userId: user.id,
       teamId: team?.id,
@@ -312,7 +231,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         formValues: body.formValues,
       });
 
-      const newDocumentData = await putPdfFile({
+      const newDocumentData = await putFile({
         name: fileName,
         type: 'application/pdf',
         arrayBuffer: async () => Promise.resolve(prefilled),
@@ -340,7 +259,10 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       await upsertDocumentMeta({
         documentId: document.id,
         userId: user.id,
-        ...body.meta,
+        subject: body.meta.subject,
+        message: body.meta.message,
+        dateFormat: body.meta.dateFormat,
+        timezone: body.meta.timezone,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
     }
@@ -355,89 +277,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
           email: recipient.email,
           token: recipient.token,
           role: recipient.role,
-
-          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
-        })),
-      },
-    };
-  }),
-
-  generateDocumentFromTemplate: authenticatedMiddleware(async (args, user, team) => {
-    const { body, params } = args;
-
-    const { remaining } = await getServerLimits({ email: user.email, teamId: team?.id });
-
-    if (remaining.documents <= 0) {
-      return {
-        status: 400,
-        body: {
-          message: 'You have reached the maximum number of documents allowed for this month',
-        },
-      };
-    }
-
-    const templateId = Number(params.templateId);
-
-    let document: CreateDocumentFromTemplateResponse | null = null;
-
-    try {
-      document = await createDocumentFromTemplate({
-        templateId,
-        userId: user.id,
-        teamId: team?.id,
-        recipients: body.recipients,
-        override: {
-          title: body.title,
-          ...body.meta,
-        },
-      });
-    } catch (err) {
-      return AppError.toRestAPIError(err);
-    }
-
-    if (body.formValues) {
-      const fileName = document.title.endsWith('.pdf') ? document.title : `${document.title}.pdf`;
-
-      const pdf = await getFile(document.documentData);
-
-      const prefilled = await insertFormValuesInPdf({
-        pdf: Buffer.from(pdf),
-        formValues: body.formValues,
-      });
-
-      const newDocumentData = await putPdfFile({
-        name: fileName,
-        type: 'application/pdf',
-        arrayBuffer: async () => Promise.resolve(prefilled),
-      });
-
-      await updateDocument({
-        documentId: document.id,
-        userId: user.id,
-        teamId: team?.id,
-        data: {
-          formValues: body.formValues,
-          documentData: {
-            connect: {
-              id: newDocumentData.id,
-            },
-          },
-        },
-      });
-    }
-
-    return {
-      status: 200,
-      body: {
-        documentId: document.id,
-        recipients: document.Recipient.map((recipient) => ({
-          recipientId: recipient.id,
-          name: recipient.name,
-          email: recipient.email,
-          token: recipient.token,
-          role: recipient.role,
-
-          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
         })),
       },
     };
@@ -445,7 +284,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
   sendDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id } = args.params;
-    const { sendEmail = true } = args.body ?? {};
 
     const document = await getDocumentById({ id: Number(id), userId: user.id, teamId: team?.id });
 
@@ -501,11 +339,10 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       //     });
       //   }
 
-      const { Recipient: recipients, ...sentDocument } = await sendDocument({
+      await sendDocument({
         documentId: Number(id),
         userId: user.id,
         teamId: team?.id,
-        sendEmail,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
@@ -513,11 +350,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           message: 'Document sent for signing successfully',
-          ...sentDocument,
-          recipients: recipients.map((recipient) => ({
-            ...recipient,
-            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
-          })),
         },
       };
     } catch (err) {
@@ -602,7 +434,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         body: {
           ...newRecipient,
           documentId: Number(documentId),
-          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${newRecipient.token}`,
         },
       };
     } catch (err) {
@@ -668,7 +499,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...updatedRecipient,
         documentId: Number(documentId),
-        signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${updatedRecipient.token}`,
       },
     };
   }),
@@ -722,7 +552,6 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...deletedRecipient,
         documentId: Number(documentId),
-        signingUrl: '',
       },
     };
   }),

packages/api/v1/schema.ts

@@ -1,6 +1,5 @@
 import { z } from 'zod';
 
-import { ZUrlSchema } from '@documenso/lib/schemas/common';
 import {
   FieldType,
   ReadStatus,
@@ -45,11 +44,7 @@ export type TSuccessfulGetDocumentResponseSchema = z.infer<
 
 export type TSuccessfulDocumentResponseSchema = z.infer<typeof ZSuccessfulDocumentResponseSchema>;
 
-export const ZSendDocumentForSigningMutationSchema = z
-  .object({
-    sendEmail: z.boolean().optional().default(true),
-  })
-  .or(z.literal('').transform(() => ({ sendEmail: true })));
+export const ZSendDocumentForSigningMutationSchema = null;
 
 export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;
 
@@ -58,10 +53,6 @@ export const ZUploadDocumentSuccessfulSchema = z.object({
   key: z.string(),
 });
 
-export const ZDownloadDocumentSuccessfulSchema = z.object({
-  downloadUrl: z.string(),
-});
-
 export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSuccessfulSchema>;
 
 export const ZCreateDocumentMutationSchema = z.object({
@@ -93,12 +84,8 @@ export const ZCreateDocumentMutationResponseSchema = z.object({
   recipients: z.array(
     z.object({
       recipientId: z.number(),
-      name: z.string(),
-      email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole),
-
-      signingUrl: z.string(),
     }),
   ),
 });
@@ -142,8 +129,6 @@ export const ZCreateDocumentFromTemplateMutationResponseSchema = z.object({
       email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole).optional().default(RecipientRole.SIGNER),
-
-      signingUrl: z.string(),
     }),
   ),
 });
@@ -152,61 +137,6 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
   typeof ZCreateDocumentFromTemplateMutationResponseSchema
 >;
 
-export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
-  title: z.string().optional(),
-  recipients: z
-    .array(
-      z.object({
-        id: z.number(),
-        name: z.string().optional(),
-        email: z.string().email().min(1),
-      }),
-    )
-    .refine(
-      (schema) => {
-        const emails = schema.map((signer) => signer.email.toLowerCase());
-        const ids = schema.map((signer) => signer.id);
-
-        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
-      },
-      { message: 'Recipient IDs and emails must be unique' },
-    ),
-  meta: z
-    .object({
-      subject: z.string(),
-      message: z.string(),
-      timezone: z.string(),
-      dateFormat: z.string(),
-      redirectUrl: ZUrlSchema,
-    })
-    .partial()
-    .optional(),
-  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
-});
-
-export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
-  typeof ZGenerateDocumentFromTemplateMutationSchema
->;
-
-export const ZGenerateDocumentFromTemplateMutationResponseSchema = z.object({
-  documentId: z.number(),
-  recipients: z.array(
-    z.object({
-      recipientId: z.number(),
-      name: z.string(),
-      email: z.string().email().min(1),
-      token: z.string(),
-      role: z.nativeEnum(RecipientRole),
-
-      signingUrl: z.string(),
-    }),
-  ),
-});
-
-export type TGenerateDocumentFromTemplateMutationResponseSchema = z.infer<
-  typeof ZGenerateDocumentFromTemplateMutationResponseSchema
->;
-
 export const ZCreateRecipientMutationSchema = z.object({
   name: z.string().min(1),
   email: z.string().email().min(1),
@@ -241,8 +171,6 @@ export const ZSuccessfulRecipientResponseSchema = z.object({
   readStatus: z.nativeEnum(ReadStatus),
   signingStatus: z.nativeEnum(SigningStatus),
   sendStatus: z.nativeEnum(SendStatus),
-
-  signingUrl: z.string(),
 });
 
 export type TSuccessfulRecipientResponseSchema = z.infer<typeof ZSuccessfulRecipientResponseSchema>;
@@ -293,11 +221,9 @@ export const ZSuccessfulResponseSchema = z.object({
 
 export type TSuccessfulResponseSchema = z.infer<typeof ZSuccessfulResponseSchema>;
 
-export const ZSuccessfulSigningResponseSchema = z
-  .object({
-    message: z.string(),
-  })
-  .and(ZSuccessfulGetDocumentResponseSchema);
+export const ZSuccessfulSigningResponseSchema = z.object({
+  message: z.string(),
+});
 
 export type TSuccessfulSigningResponseSchema = z.infer<typeof ZSuccessfulSigningResponseSchema>;
 

packages/app-tests/e2e/document-flow/settings-step.spec.ts

@@ -41,8 +41,8 @@ test.describe('[EE_ONLY]', () => {
 
     // Set EE action auth.
     await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+    await page.getByLabel('Require account').getByText('Require account').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -52,7 +52,11 @@ test.describe('[EE_ONLY]', () => {
     await page.getByRole('button', { name: 'Go Back' }).click();
     await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+    // Todo: Verify that the values are correct once we fix the issue where going back
+    // does not show the updated values.
+    // await expect(page.getByLabel('Title')).toContainText('New Title');
+    // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+    // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
 
     await unseedUser(user.id);
   });
@@ -85,8 +89,8 @@ test.describe('[EE_ONLY]', () => {
 
     // Set EE action auth.
     await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+    await page.getByLabel('Require account').getByText('Require account').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -164,8 +168,11 @@ test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
-  await expect(page.getByLabel('Title')).toHaveValue('New Title');
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+  // Todo: Verify that the values are correct once we fix the issue where going back
+  // does not show the updated values.
+  // await expect(page.getByLabel('Title')).toContainText('New Title');
+  // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+  // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
 
   await unseedUser(user.id);
 });

packages/app-tests/e2e/document-flow/signers-step.spec.ts

@@ -45,10 +45,10 @@ test.describe('[EE_ONLY]', () => {
     await page
       .getByRole('textbox', { name: 'Email', exact: true })
       .fill('recipient2@documenso.com');
-    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
 
     // Display advanced settings.
-    await page.getByLabel('Show advanced settings').check();
+    await page.getByLabel('Show advanced settings').click();
 
     // Navigate to the next step and back.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -62,6 +62,7 @@ test.describe('[EE_ONLY]', () => {
   });
 });
 
+// Note: Not complete yet due to issue with back button.
 test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   const user = await seedUser();
   const document = await seedBlankDocument(user);
@@ -81,7 +82,7 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByPlaceholder('Name').fill('Recipient 1');
   await page.getByRole('button', { name: 'Add Signer' }).click();
   await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
 
   // Advanced settings should not be visible for non EE users.
   await expect(page.getByLabel('Show advanced settings')).toBeHidden();
@@ -92,5 +93,26 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
 
+  // Todo: Fix stepper component back issue before finishing test.
+
+  // // Expect that the advanced settings is unchecked, since no advanced settings were applied.
+  // await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
+
+  // // Add advanced settings for a single recipient.
+  // await page.getByLabel('Show advanced settings').click();
+  // await page.getByRole('combobox').first().click();
+  // await page.getByLabel('Require account').click();
+
+  // // Navigate to the next step and back.
+  // await page.getByRole('button', { name: 'Continue' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  // await page.getByRole('button', { name: 'Go Back' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
+  // settings were applied.
+
+  // Todo: Fix stepper component back issue before finishing test.
+
   await unseedUser(user.id);
 });

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -1,14 +1,10 @@
 import { expect, test } from '@playwright/test';
-import { DateTime } from 'luxon';
 import path from 'node:path';
 
 import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
-import {
-  seedBlankDocument,
-  seedPendingDocumentWithFullFields,
-} from '@documenso/prisma/seed/documents';
+import { DocumentStatus } from '@documenso/prisma/client';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
 import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
@@ -140,7 +136,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByPlaceholder('Name').fill('User 1');
   await page.getByRole('button', { name: 'Add Signer' }).click();
   await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('User 2');
 
   await page.getByRole('button', { name: 'Continue' }).click();
 
@@ -196,102 +192,6 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await unseedUser(user.id);
 });
 
-test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipients with different roles', async ({
-  page,
-}) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  // Set title
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-  await page.getByLabel('Title').fill('Test Title');
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add signers
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('user1@example.com');
-  await page.getByPlaceholder('Name').fill('User 1');
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
-  await page.locator('button[role="combobox"]').nth(1).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(1).fill('user3@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(2).fill('User 3');
-  await page.locator('button[role="combobox"]').nth(2).click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(2).fill('user4@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(3).fill('User 4');
-  await page.locator('button[role="combobox"]').nth(3).click();
-  await page.getByLabel('Needs to view').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add fields
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'User 1 Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Email Email' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 200,
-    },
-  });
-
-  await page.getByText('User 1 (user1@example.com)').click();
-  await page.getByText('User 3 (user3@example.com)').click();
-
-  await page.getByRole('button', { name: 'User 3 Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 500,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Email Email' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 500,
-      y: 200,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('/documents');
-
-  // Assert document was created
-  await expect(page.getByRole('link', { name: 'Test Title' })).toBeVisible();
-
-  await unseedUser(user.id);
-});
-
 test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', async ({ page }) => {
   const user = await seedUser();
   const document = await seedBlankDocument(user);
@@ -334,7 +234,6 @@ test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', asyn
   await page.getByRole('link', { name: documentTitle }).click();
   await page.waitForURL(/\/documents\/\d+/);
 
-  // Start signing process
   const url = page.url().split('/');
   const documentId = url[url.length - 1];
 
@@ -364,63 +263,6 @@ test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', asyn
   await unseedUser(user.id);
 });
 
-test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) => {
-  const user = await seedUser();
-
-  const { recipients } = await seedPendingDocumentWithFullFields({
-    owner: user,
-    recipients: ['user@documenso.com', 'approver@documenso.com'],
-    recipientsCreateOptions: [
-      {
-        email: 'user@documenso.com',
-        role: RecipientRole.SIGNER,
-      },
-      {
-        email: 'approver@documenso.com',
-        role: RecipientRole.APPROVER,
-      },
-    ],
-    fields: [FieldType.SIGNATURE],
-  });
-
-  for (const recipient of recipients) {
-    const { token, Field, role } = recipient;
-
-    const signUrl = `/sign/${token}`;
-
-    await page.goto(signUrl);
-    await expect(
-      page.getByRole('heading', {
-        name: role === RecipientRole.SIGNER ? 'Sign Document' : 'Approve Document',
-      }),
-    ).toBeVisible();
-
-    // Add signature.
-    const canvas = page.locator('canvas');
-    const box = await canvas.boundingBox();
-    if (box) {
-      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
-      await page.mouse.down();
-      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
-      await page.mouse.up();
-    }
-
-    for (const field of Field) {
-      await page.locator(`#field-${field.id}`).getByRole('button').click();
-
-      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
-    }
-
-    await page.getByRole('button', { name: 'Complete' }).click();
-    await page
-      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
-      .click();
-    await page.waitForURL(`${signUrl}/complete`);
-  }
-
-  await unseedUser(user.id);
-});
-
 test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a document and redirect to redirect url', async ({
   page,
 }) => {
@@ -491,46 +333,3 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
 
   await unseedUser(user.id);
 });
-
-test('[DOCUMENT_FLOW]: should be able to sign a document with custom date', async ({ page }) => {
-  const user = await seedUser();
-  const customDate = DateTime.local().toFormat('yyyy-MM-dd hh:mm a');
-
-  const { document, recipients } = await seedPendingDocumentWithFullFields({
-    owner: user,
-    recipients: ['user1@example.com'],
-    fields: [FieldType.DATE],
-  });
-
-  const { token, Field } = recipients[0];
-  const [recipientField] = Field;
-
-  await page.goto(`/sign/${token}`);
-  await page.waitForURL(`/sign/${token}`);
-
-  await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByRole('dialog').getByText('Complete Signing').first()).toBeVisible();
-  await page.getByRole('button', { name: 'Sign' }).click();
-
-  await page.waitForURL(`/sign/${token}/complete`);
-  await expect(page.getByText('Document Signed')).toBeVisible();
-
-  const field = await prisma.field.findFirst({
-    where: {
-      Recipient: {
-        email: 'user1@example.com',
-      },
-      documentId: Number(document.id),
-    },
-  });
-
-  expect(field?.customText).toBe(customDate);
-
-  // Check if document has been signed
-  const { status: completedStatus } = await getDocumentByToken(token);
-  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
-
-  await unseedUser(user.id);
-});

packages/app-tests/e2e/documents/delete-documents.spec.ts

@@ -8,7 +8,6 @@ import {
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
 
 test.describe.configure({ mode: 'serial' });
 
@@ -75,7 +74,7 @@ test('[DOCUMENTS]: deleting a completed document should not remove it from recip
     email: sender.email,
   });
 
-  // Open document action menu.
+  // open actions menu
   await page
     .locator('tr', { hasText: 'Document 1 - Completed' })
     .getByRole('cell', { name: 'Download' })
@@ -116,7 +115,7 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
     email: sender.email,
   });
 
-  // Open document action menu.
+  // open actions menu
   await page.locator('tr', { hasText: 'Document 1 - Pending' }).getByRole('button').nth(1).click();
 
   // delete document
@@ -136,11 +135,20 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
     });
 
     await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
+
+    await page.goto(`/sign/${recipient.token}`);
+    await expect(page.getByText(/document.*cancelled/i).nth(0)).toBeVisible();
+
+    await page.goto('/documents');
+    await page.waitForURL('/documents');
+
     await apiSignout({ page });
   }
 });
 
-test('[DOCUMENTS]: deleting draft documents should permanently remove it', async ({ page }) => {
+test('[DOCUMENTS]: deleting a draft document should remove it without additional prompting', async ({
+  page,
+}) => {
   const { sender } = await seedDeleteDocumentsTestRequirements();
 
   await apiSignin({
@@ -148,10 +156,11 @@ test('[DOCUMENTS]: deleting draft documents should permanently remove it', async
     email: sender.email,
   });
 
-  // Open document action menu.
+  // open actions menu
   await page
     .locator('tr', { hasText: 'Document 1 - Draft' })
-    .getByTestId('document-table-action-btn')
+    .getByRole('cell', { name: 'Edit' })
+    .getByRole('button')
     .click();
 
   // delete document
@@ -160,155 +169,4 @@ test('[DOCUMENTS]: deleting draft documents should permanently remove it', async
   await page.getByRole('button', { name: 'Delete' }).click();
 
   await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
-
-  // Check document counts.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
-});
-
-test('[DOCUMENTS]: deleting pending documents should permanently remove it', async ({ page }) => {
-  const { sender } = await seedDeleteDocumentsTestRequirements();
-
-  await apiSignin({
-    page,
-    email: sender.email,
-  });
-
-  // Open document action menu.
-  await page
-    .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  // Delete document.
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
-
-  // Check document counts.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 2);
-});
-
-test('[DOCUMENTS]: deleting completed documents as an owner should hide it from only the owner', async ({
-  page,
-}) => {
-  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
-
-  await apiSignin({
-    page,
-    email: sender.email,
-  });
-
-  // Open document action menu.
-  await page
-    .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  // Delete document.
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  // Check document counts.
-  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 0);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 2);
-
-  // Sign into the recipient account.
-  await apiSignout({ page });
-  await apiSignin({
-    page,
-    email: recipients[0].email,
-  });
-
-  // Check document counts.
-  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 1);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
-});
-
-test('[DOCUMENTS]: deleting documents as a recipient should only hide it for them', async ({
-  page,
-}) => {
-  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
-  const recipientA = recipients[0];
-  const recipientB = recipients[1];
-
-  await apiSignin({
-    page,
-    email: recipientA.email,
-  });
-
-  // Open document action menu.
-  await page
-    .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).click();
-  await page.getByRole('button', { name: 'Hide' }).click();
-
-  // Open document action menu.
-  await page
-    .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
-    .click();
-
-  // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).click();
-  await page.getByRole('button', { name: 'Hide' }).click();
-
-  // Check document counts.
-  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
-  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 0);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 0);
-
-  // Sign into the sender account.
-  await apiSignout({ page });
-  await apiSignin({
-    page,
-    email: sender.email,
-  });
-
-  // Check document counts for sender.
-  await checkDocumentTabCount(page, 'Inbox', 0);
-  await checkDocumentTabCount(page, 'Pending', 1);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 1);
-  await checkDocumentTabCount(page, 'All', 3);
-
-  // Sign into the other recipient account.
-  await apiSignout({ page });
-  await apiSignin({
-    page,
-    email: recipientB.email,
-  });
-
-  // Check document counts for other recipient.
-  await checkDocumentTabCount(page, 'Inbox', 1);
-  await checkDocumentTabCount(page, 'Pending', 0);
-  await checkDocumentTabCount(page, 'Completed', 1);
-  await checkDocumentTabCount(page, 'Draft', 0);
-  await checkDocumentTabCount(page, 'All', 2);
 });

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

@@ -1,17 +0,0 @@
-import type { Page } from '@playwright/test';
-import { expect } from '@playwright/test';
-
-export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
-  await page.getByRole('tab', { name: tabName }).click();
-
-  if (tabName !== 'All') {
-    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
-  }
-
-  if (count === 0) {
-    await expect(page.getByTestId('empty-document-state')).toBeVisible();
-    return;
-  }
-
-  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
-};

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

@@ -1,3 +1,4 @@
+import type { Page } from '@playwright/test';
 import { expect, test } from '@playwright/test';
 
 import { DocumentStatus } from '@documenso/prisma/client';
@@ -6,10 +7,24 @@ import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/se
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { checkDocumentTabCount } from '../fixtures/documents';
 
 test.describe.configure({ mode: 'parallel' });
 
+const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
+  await page.getByRole('tab', { name: tabName }).click();
+
+  if (tabName !== 'All') {
+    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+  }
+
+  if (count === 0) {
+    await expect(page.getByRole('main')).toContainText(`Nothing to do`);
+    return;
+  }
+
+  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
+};
+
 test('[TEAMS]: check team documents count', async ({ page }) => {
   const { team, teamMember2 } = await seedTeamDocuments();
 
@@ -230,6 +245,24 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
   await unseedTeam(team.url);
 });
 
+test('[TEAMS]: delete pending team document', async ({ page }) => {
+  const { team, teamMember2: currentUser } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: currentUser.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Pending', 1);
+});
+
 test('[TEAMS]: resend pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
@@ -247,125 +280,3 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
 
   await expect(page.getByRole('status')).toContainText('Document re-sent');
 });
-
-test('[TEAMS]: delete draft team document', async ({ page }) => {
-  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
-
-  await apiSignin({
-    page,
-    email: teamMember3.email,
-    redirectPath: `/t/${team.url}/documents?status=DRAFT`,
-  });
-
-  await page.getByRole('row').getByRole('button').nth(1).click();
-
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await checkDocumentTabCount(page, 'Draft', 1);
-
-  // Should be hidden for all team members.
-  await apiSignout({ page });
-
-  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
-  for (const user of [team.owner, teamEmailMember]) {
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'Draft', 1);
-    await checkDocumentTabCount(page, 'All', 4);
-
-    await apiSignout({ page });
-  }
-
-  await unseedTeam(team.url);
-});
-
-test('[TEAMS]: delete pending team document', async ({ page }) => {
-  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
-
-  await apiSignin({
-    page,
-    email: teamMember3.email,
-    redirectPath: `/t/${team.url}/documents?status=PENDING`,
-  });
-
-  await page.getByRole('row').getByRole('button').nth(1).click();
-
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await checkDocumentTabCount(page, 'Pending', 1);
-
-  // Should be hidden for all team members.
-  await apiSignout({ page });
-
-  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
-  for (const user of [team.owner, teamEmailMember]) {
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 1);
-    await checkDocumentTabCount(page, 'Completed', 1);
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'All', 4);
-
-    await apiSignout({ page });
-  }
-
-  await unseedTeam(team.url);
-});
-
-test('[TEAMS]: delete completed team document', async ({ page }) => {
-  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
-
-  await apiSignin({
-    page,
-    email: teamMember3.email,
-    redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
-  });
-
-  await page.getByRole('row').getByRole('button').nth(2).click();
-
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await checkDocumentTabCount(page, 'Completed', 0);
-
-  // Should be hidden for all team members.
-  await apiSignout({ page });
-
-  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
-  for (const user of [team.owner, teamEmailMember]) {
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    // Check document counts.
-    await checkDocumentTabCount(page, 'Inbox', 0);
-    await checkDocumentTabCount(page, 'Pending', 2);
-    await checkDocumentTabCount(page, 'Completed', 0);
-    await checkDocumentTabCount(page, 'Draft', 2);
-    await checkDocumentTabCount(page, 'All', 4);
-
-    await apiSignout({ page });
-  }
-
-  await unseedTeam(team.url);
-});

packages/app-tests/e2e/templates-flow/template-settings-step.spec.ts

@@ -1,167 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
-import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
-import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-test.describe('[EE_ONLY]', () => {
-  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
-
-  test.beforeEach(() => {
-    test.skip(
-      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
-      'Billing required for this test',
-    );
-  });
-
-  test('[TEMPLATE_FLOW] add action auth settings', async ({ page }) => {
-    const user = await seedUser();
-
-    await seedUserSubscription({
-      userId: user.id,
-      priceId: enterprisePriceId,
-    });
-
-    const template = await seedBlankTemplate(user);
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/templates/${template.id}`,
-    });
-
-    // Set EE action auth.
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-
-    // Save the settings by going to the next step.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-    // Return to the settings step to check that the results are saved correctly.
-    await page.getByRole('button', { name: 'Go Back' }).click();
-    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-
-    await unseedUser(user.id);
-  });
-
-  test('[TEMPLATE_FLOW] enterprise team member can add action auth settings', async ({ page }) => {
-    const team = await seedTeam({
-      createTeamMembers: 1,
-    });
-
-    const owner = team.owner;
-    const teamMemberUser = team.members[1].user;
-
-    // Make the team enterprise by giving the owner the enterprise subscription.
-    await seedUserSubscription({
-      userId: team.ownerUserId,
-      priceId: enterprisePriceId,
-    });
-
-    const template = await seedBlankTemplate(owner, {
-      createTemplateOptions: {
-        teamId: team.id,
-      },
-    });
-
-    await apiSignin({
-      page,
-      email: teamMemberUser.email,
-      redirectPath: `/t/${team.url}/templates/${template.id}`,
-    });
-
-    // Set EE action auth.
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-
-    // Save the settings by going to the next step.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-    // Advanced settings should be visible.
-    await expect(page.getByLabel('Show advanced settings')).toBeVisible();
-
-    await unseedTeam(team.url);
-  });
-
-  test('[TEMPLATE_FLOW] enterprise team member should not have access to enterprise on personal account', async ({
-    page,
-  }) => {
-    const team = await seedTeam({
-      createTeamMembers: 1,
-    });
-
-    const teamMemberUser = team.members[1].user;
-
-    // Make the team enterprise by giving the owner the enterprise subscription.
-    await seedUserSubscription({
-      userId: team.ownerUserId,
-      priceId: enterprisePriceId,
-    });
-
-    const template = await seedBlankTemplate(teamMemberUser);
-
-    await apiSignin({
-      page,
-      email: teamMemberUser.email,
-      redirectPath: `/templates/${template.id}`,
-    });
-
-    // Global action auth should not be visible.
-    await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
-
-    // Next step.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-    // Advanced settings should not be visible.
-    await expect(page.getByLabel('Show advanced settings')).not.toBeVisible();
-
-    await unseedTeam(team.url);
-  });
-});
-
-test('[TEMPLATE_FLOW]: add settings', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}`,
-  });
-
-  // Set title.
-  await page.getByLabel('Title').fill('New Title');
-
-  // Set access auth.
-  await page.getByTestId('documentAccessSelectValue').click();
-  await page.getByLabel('Require account').getByText('Require account').click();
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  // Action auth should NOT be visible.
-  await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
-
-  // Save the settings by going to the next step.
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-  // Return to the settings step to check that the results are saved correctly.
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-  await expect(page.getByLabel('Title')).toHaveValue('New Title');
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  await unseedUser(user.id);
-});

packages/app-tests/e2e/templates-flow/template-signers-step.spec.ts

@@ -1,106 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
-import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-test.describe('[EE_ONLY]', () => {
-  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
-
-  test.beforeEach(() => {
-    test.skip(
-      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
-      'Billing required for this test',
-    );
-  });
-
-  test('[TEMPLATE_FLOW] add EE settings', async ({ page }) => {
-    const user = await seedUser();
-
-    await seedUserSubscription({
-      userId: user.id,
-      priceId: enterprisePriceId,
-    });
-
-    const template = await seedBlankTemplate(user);
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/templates/${template.id}`,
-    });
-
-    // Save the settings by going to the next step.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-    // Add 2 signers.
-    await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-    await page.getByPlaceholder('Name').fill('Recipient 1');
-    await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-    await page
-      .getByRole('textbox', { name: 'Email', exact: true })
-      .fill('recipient2@documenso.com');
-    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
-
-    // Display advanced settings.
-    await page.getByLabel('Show advanced settings').check();
-
-    // Navigate to the next step and back.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-    await page.getByRole('button', { name: 'Go Back' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-    // Expect that the advanced settings is unchecked, since no advanced settings were applied.
-    await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
-
-    // Add advanced settings for a single recipient.
-    await page.getByLabel('Show advanced settings').check();
-    await page.getByRole('combobox').first().click();
-    await page.getByLabel('Require passkey').click();
-
-    // Navigate to the next step and back.
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-    await page.getByRole('button', { name: 'Go Back' }).click();
-    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-    // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
-    // settings were applied.
-    await expect(page.getByLabel('Show advanced settings')).toBeHidden();
-
-    await unseedUser(user.id);
-  });
-});
-
-test('[TEMPLATE_FLOW]: add placeholder', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}`,
-  });
-
-  // Save the settings by going to the next step.
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
-
-  // Advanced settings should not be visible for non EE users.
-  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
-
-  await unseedUser(user.id);
-});

packages/app-tests/e2e/templates/create-document-from-template.spec.ts

@@ -1,285 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { prisma } from '@documenso/prisma';
-import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
-import { seedTeam } from '@documenso/prisma/seed/teams';
-import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
-
-/**
- * 1. Create a template with all settings filled out
- * 2. Create a document from the template
- * 3. Ensure all values are correct
- *
- * Note: There is a direct copy paste of this test below for teams.
- *
- * If you update this test please update that test as well.
- */
-test('[TEMPLATE]: should create a document from a template', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  const isBillingEnabled =
-    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
-
-  await seedUserSubscription({
-    userId: user.id,
-    priceId: enterprisePriceId,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}`,
-  });
-
-  // Set template title.
-  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
-
-  // Set template document access.
-  await page.getByTestId('documentAccessSelectValue').click();
-  await page.getByLabel('Require account').getByText('Require account').click();
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  // Set EE action auth.
-  if (isBillingEnabled) {
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-  }
-
-  // Set email options.
-  await page.getByRole('button', { name: 'Email Options' }).click();
-  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
-  await page.getByLabel('Message (Optional)').fill('MESSAGE');
-
-  // Set advanced options.
-  await page.getByRole('button', { name: 'Advanced Options' }).click();
-  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
-  await page.getByLabel('DD/MM/YYYY').click();
-
-  await page.locator('.time-zone-field').click();
-  await page.getByRole('option', { name: 'Etc/UTC' }).click();
-  await page.getByLabel('Redirect URL').fill('https://documenso.com');
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
-
-  // Apply require passkey for Recipient 1.
-  if (isBillingEnabled) {
-    await page.getByLabel('Show advanced settings').check();
-    await page.getByRole('combobox').first().click();
-    await page.getByLabel('Require passkey').click();
-  }
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Save template' }).click();
-
-  // Use template
-  await page.waitForURL('/templates');
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create as draft' }).click();
-
-  // Review that the document was created with the correct values.
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
-
-  const document = await prisma.document.findFirstOrThrow({
-    where: {
-      id: documentId,
-    },
-    include: {
-      Recipient: true,
-      documentMeta: true,
-    },
-  });
-
-  const documentAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  expect(document.title).toEqual('TEMPLATE_TITLE');
-  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
-  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
-    isBillingEnabled ? 'PASSKEY' : null,
-  );
-  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
-  expect(document.documentMeta?.message).toEqual('MESSAGE');
-  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
-  expect(document.documentMeta?.subject).toEqual('SUBJECT');
-  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
-
-  const recipientOne = document.Recipient[0];
-  const recipientTwo = document.Recipient[1];
-
-  const recipientOneAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientOne.authOptions,
-  });
-
-  const recipientTwoAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientTwo.authOptions,
-  });
-
-  if (isBillingEnabled) {
-    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
-  }
-
-  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-});
-
-/**
- * This is a direct copy paste of the above test but for teams.
- */
-test('[TEMPLATE]: should create a team document from a team template', async ({ page }) => {
-  const { owner, ...team } = await seedTeam({
-    createTeamMembers: 2,
-  });
-
-  const template = await seedBlankTemplate(owner, {
-    createTemplateOptions: {
-      teamId: team.id,
-    },
-  });
-
-  const isBillingEnabled =
-    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
-
-  await seedUserSubscription({
-    userId: owner.id,
-    priceId: enterprisePriceId,
-  });
-
-  await apiSignin({
-    page,
-    email: owner.email,
-    redirectPath: `/t/${team.url}/templates/${template.id}`,
-  });
-
-  // Set template title.
-  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
-
-  // Set template document access.
-  await page.getByTestId('documentAccessSelectValue').click();
-  await page.getByLabel('Require account').getByText('Require account').click();
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  // Set EE action auth.
-  if (isBillingEnabled) {
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-  }
-
-  // Set email options.
-  await page.getByRole('button', { name: 'Email Options' }).click();
-  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
-  await page.getByLabel('Message (Optional)').fill('MESSAGE');
-
-  // Set advanced options.
-  await page.getByRole('button', { name: 'Advanced Options' }).click();
-  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
-  await page.getByLabel('DD/MM/YYYY').click();
-
-  await page.locator('.time-zone-field').click();
-  await page.getByRole('option', { name: 'Etc/UTC' }).click();
-  await page.getByLabel('Redirect URL').fill('https://documenso.com');
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
-
-  // Apply require passkey for Recipient 1.
-  if (isBillingEnabled) {
-    await page.getByLabel('Show advanced settings').check();
-    await page.getByRole('combobox').first().click();
-    await page.getByLabel('Require passkey').click();
-  }
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Save template' }).click();
-
-  // Use template
-  await page.waitForURL(`/t/${team.url}/templates`);
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create as draft' }).click();
-
-  // Review that the document was created with the correct values.
-  await page.waitForURL(/documents/);
-
-  const documentId = Number(page.url().split('/').pop());
-
-  const document = await prisma.document.findFirstOrThrow({
-    where: {
-      id: documentId,
-    },
-    include: {
-      Recipient: true,
-      documentMeta: true,
-    },
-  });
-
-  expect(document.teamId).toEqual(team.id);
-
-  const documentAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  expect(document.title).toEqual('TEMPLATE_TITLE');
-  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
-  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
-    isBillingEnabled ? 'PASSKEY' : null,
-  );
-  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
-  expect(document.documentMeta?.message).toEqual('MESSAGE');
-  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
-  expect(document.documentMeta?.subject).toEqual('SUBJECT');
-  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
-
-  const recipientOne = document.Recipient[0];
-  const recipientTwo = document.Recipient[1];
-
-  const recipientOneAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientOne.authOptions,
-  });
-
-  const recipientTwoAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientTwo.authOptions,
-  });
-
-  if (isBillingEnabled) {
-    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
-  }
-
-  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-});

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

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

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

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

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

@@ -23,10 +23,6 @@ export const TemplateDocumentCancel = ({
           <br />"{documentName}"
         </Text>
 
-        <Text className="my-1 text-center text-base text-slate-400">
-          All signatures have been voided.
-        </Text>
-
         <Text className="my-1 text-center text-base text-slate-400">
           You don't need to sign it anymore.
         </Text>

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

@@ -11,7 +11,6 @@ export interface TemplateDocumentInviteProps {
   signDocumentLink: string;
   assetBaseUrl: string;
   role: RecipientRole;
-  selfSigner: boolean;
 }
 
 export const TemplateDocumentInvite = ({
@@ -20,7 +19,6 @@ export const TemplateDocumentInvite = ({
   signDocumentLink,
   assetBaseUrl,
   role,
-  selfSigner,
 }: TemplateDocumentInviteProps) => {
   const { actionVerb, progressiveVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
 
@@ -30,19 +28,8 @@ export const TemplateDocumentInvite = ({
 
       <Section>
         <Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
-          {selfSigner ? (
-            <>
-              {`Please ${actionVerb.toLowerCase()} your document`}
-              <br />
-              {`"${documentName}"`}
-            </>
-          ) : (
-            <>
-              {`${inviterName} has invited you to ${actionVerb.toLowerCase()}`}
-              <br />
-              {`"${documentName}"`}
-            </>
-          )}
+          {inviterName} has invited you to {actionVerb.toLowerCase()}
+          <br />"{documentName}"
         </Text>
 
         <Text className="my-1 text-center text-base text-slate-400">

packages/email/templates/document-invite.tsx

@@ -22,7 +22,6 @@ import { TemplateFooter } from '../template-components/template-footer';
 export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
   customBody?: string;
   role: RecipientRole;
-  selfSigner?: boolean;
 };
 
 export const DocumentInviteEmailTemplate = ({
@@ -33,13 +32,10 @@ export const DocumentInviteEmailTemplate = ({
   assetBaseUrl = 'http://localhost:3002',
   customBody,
   role,
-  selfSigner = false,
 }: DocumentInviteEmailTemplateProps) => {
   const action = RECIPIENT_ROLES_DESCRIPTION[role].actionVerb.toLowerCase();
 
-  const previewText = selfSigner
-    ? `Please ${action} your document ${documentName}`
-    : `${inviterName} has invited you to ${action} ${documentName}`;
+  const previewText = `${inviterName} has invited you to ${action} ${documentName}`;
 
   const getAssetUrl = (path: string) => {
     return new URL(path, assetBaseUrl).toString();
@@ -75,7 +71,6 @@ export const DocumentInviteEmailTemplate = ({
                   signDocumentLink={signDocumentLink}
                   assetBaseUrl={assetBaseUrl}
                   role={role}
-                  selfSigner={selfSigner}
                 />
               </Section>
             </Container>

packages/lib/constants/feature-flags.ts

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

packages/lib/constants/pdf.ts

@@ -1,6 +1,6 @@
 import { APP_BASE_URL } from './app';
 
-export const DEFAULT_STANDARD_FONT_SIZE = 12;
+export const DEFAULT_STANDARD_FONT_SIZE = 15;
 export const DEFAULT_HANDWRITING_FONT_SIZE = 50;
 
 export const MIN_STANDARD_FONT_SIZE = 8;

packages/lib/constants/template.ts

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

packages/lib/errors/app-error.ts

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

packages/lib/package.json

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

packages/lib/schemas/common.ts

@@ -1,12 +0,0 @@
-import { z } from 'zod';
-
-import { URL_REGEX } from '../constants/url-regex';
-
-/**
- * Note this allows empty strings.
- */
-export const ZUrlSchema = z
-  .string()
-  .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
-    message: 'Please enter a valid URL',
-  });

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

@@ -49,8 +49,8 @@ export const completeDocumentWithToken = async ({
 
   const document = await getDocument({ token, documentId });
 
-  if (document.status !== DocumentStatus.PENDING) {
-    throw new Error(`Document ${document.id} must be pending`);
+  if (document.status === DocumentStatus.COMPLETED) {
+    throw new Error(`Document ${document.id} has already been completed`);
   }
 
   if (document.Recipient.length === 0) {
@@ -137,7 +137,7 @@ export const completeDocumentWithToken = async ({
     await sendPendingEmail({ documentId, recipientId: recipient.id });
   }
 
-  const haveAllRecipientsSigned = await prisma.document.findFirst({
+  const documents = await prisma.document.updateMany({
     where: {
       id: document.id,
       Recipient: {
@@ -146,9 +146,13 @@ export const completeDocumentWithToken = async ({
         },
       },
     },
+    data: {
+      status: DocumentStatus.COMPLETED,
+      completedAt: new Date(),
+    },
   });
 
-  if (haveAllRecipientsSigned) {
+  if (documents.count > 0) {
     await sealDocument({ documentId: document.id, requestMetadata });
   }
 

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

@@ -6,7 +6,6 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
 import { prisma } from '@documenso/prisma';
-import type { Document, DocumentMeta, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@@ -28,180 +27,110 @@ export const deleteDocument = async ({
   teamId,
   requestMetadata,
 }: DeleteDocumentOptions) => {
-  const user = await prisma.user.findUnique({
-    where: {
-      id: userId,
-    },
-  });
-
-  if (!user) {
-    throw new Error('User not found');
-  }
-
   const document = await prisma.document.findUnique({
     where: {
       id,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
     },
     include: {
       Recipient: true,
       documentMeta: true,
-      team: {
-        select: {
-          members: true,
-        },
-      },
+      User: true,
     },
   });
 
-  if (!document || (teamId !== undefined && teamId !== document.teamId)) {
+  if (!document) {
     throw new Error('Document not found');
   }
 
-  const isUserOwner = document.userId === userId;
-  const isUserTeamMember = document.team?.members.some((member) => member.userId === userId);
-  const userRecipient = document.Recipient.find((recipient) => recipient.email === user.email);
+  const { status, User: user } = document;
 
-  if (!isUserOwner && !isUserTeamMember && !userRecipient) {
-    throw new Error('Not allowed');
-  }
-
-  // Handle hard or soft deleting the actual document if user has permission.
-  if (isUserOwner || isUserTeamMember) {
-    await handleDocumentOwnerDelete({
-      document,
-      user,
-      requestMetadata,
-    });
-  }
-
-  // Continue to hide the document from the user if they are a recipient.
-  // Dirty way of doing this but it's faster than refetching the document.
-  if (userRecipient?.documentDeletedAt === null) {
-    await prisma.recipient
-      .update({
-        where: {
-          id: userRecipient.id,
-        },
-        data: {
-          documentDeletedAt: new Date().toISOString(),
-        },
-      })
-      .catch(() => {
-        // Do nothing.
-      });
-  }
-
-  // Return partial document for API v1 response.
-  return {
-    id: document.id,
-    userId: document.userId,
-    teamId: document.teamId,
-    title: document.title,
-    status: document.status,
-    documentDataId: document.documentDataId,
-    createdAt: document.createdAt,
-    updatedAt: document.updatedAt,
-    completedAt: document.completedAt,
-  };
-};
-
-type HandleDocumentOwnerDeleteOptions = {
-  document: Document & {
-    Recipient: Recipient[];
-    documentMeta: DocumentMeta | null;
-  };
-  user: User;
-  requestMetadata?: RequestMetadata;
-};
-
-const handleDocumentOwnerDelete = async ({
-  document,
-  user,
-  requestMetadata,
-}: HandleDocumentOwnerDeleteOptions) => {
-  if (document.deletedAt) {
-    return;
-  }
-
-  // Soft delete completed documents.
-  if (document.status === DocumentStatus.COMPLETED) {
+  // if the document is a draft, hard-delete
+  if (status === DocumentStatus.DRAFT) {
     return await prisma.$transaction(async (tx) => {
+      // Currently redundant since deleting a document will delete the audit logs.
+      // However may be useful if we disassociate audit lgos and documents if required.
       await tx.documentAuditLog.create({
         data: createDocumentAuditLogData({
-          documentId: document.id,
+          documentId: id,
           type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
           user,
           requestMetadata,
           data: {
-            type: 'SOFT',
+            type: 'HARD',
           },
         }),
       });
 
-      return await tx.document.update({
-        where: {
-          id: document.id,
-        },
-        data: {
-          deletedAt: new Date().toISOString(),
-        },
-      });
+      return await tx.document.delete({ where: { id, status: DocumentStatus.DRAFT } });
     });
   }
 
-  // Hard delete draft and pending documents.
-  const deletedDocument = await prisma.$transaction(async (tx) => {
-    // Currently redundant since deleting a document will delete the audit logs.
-    // However may be useful if we disassociate audit logs and documents if required.
+  // if the document is pending, send cancellation emails to all recipients
+  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
+    await Promise.all(
+      document.Recipient.map(async (recipient) => {
+        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+        const template = createElement(DocumentCancelTemplate, {
+          documentName: document.title,
+          inviterName: user.name || undefined,
+          inviterEmail: user.email,
+          assetBaseUrl,
+        });
+
+        await mailer.sendMail({
+          to: {
+            address: recipient.email,
+            name: recipient.name,
+          },
+          from: {
+            name: FROM_NAME,
+            address: FROM_ADDRESS,
+          },
+          subject: 'Document Cancelled',
+          html: render(template),
+          text: render(template, { plainText: true }),
+        });
+      }),
+    );
+  }
+
+  // If the document is not a draft, only soft-delete.
+  return await prisma.$transaction(async (tx) => {
     await tx.documentAuditLog.create({
       data: createDocumentAuditLogData({
-        documentId: document.id,
+        documentId: id,
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
         user,
         requestMetadata,
         data: {
-          type: 'HARD',
+          type: 'SOFT',
         },
       }),
     });
 
-    return await tx.document.delete({
+    return await tx.document.update({
       where: {
-        id: document.id,
-        status: {
-          not: DocumentStatus.COMPLETED,
-        },
+        id,
+      },
+      data: {
+        deletedAt: new Date().toISOString(),
       },
     });
   });
-
-  // Send cancellation emails to recipients.
-  await Promise.all(
-    document.Recipient.map(async (recipient) => {
-      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-
-      const template = createElement(DocumentCancelTemplate, {
-        documentName: document.title,
-        inviterName: user.name || undefined,
-        inviterEmail: user.email,
-        assetBaseUrl,
-      });
-
-      await mailer.sendMail({
-        to: {
-          address: recipient.email,
-          name: recipient.name,
-        },
-        from: {
-          name: FROM_NAME,
-          address: FROM_ADDRESS,
-        },
-        subject: 'Document Cancelled',
-        html: render(template),
-        text: render(template, { plainText: true }),
-      });
-    }),
-  );
-
-  return deletedDocument;
 };

packages/lib/server-only/document/find-documents.ts

@@ -94,63 +94,22 @@ export const findDocuments = async ({
     };
   }
 
-  let deletedFilter: Prisma.DocumentWhereInput = {
-    AND: {
-      OR: [
-        {
-          userId: user.id,
-          deletedAt: null,
-        },
-        {
-          Recipient: {
-            some: {
-              email: user.email,
-              documentDeletedAt: null,
-            },
-          },
-        },
-      ],
-    },
-  };
-
-  if (team) {
-    deletedFilter = {
-      AND: {
-        OR: team.teamEmail
-          ? [
-              {
-                teamId: team.id,
-                deletedAt: null,
-              },
-              {
-                User: {
-                  email: team.teamEmail.email,
-                },
-                deletedAt: null,
-              },
-              {
-                Recipient: {
-                  some: {
-                    email: team.teamEmail.email,
-                    documentDeletedAt: null,
-                  },
-                },
-              },
-            ]
-          : [
-              {
-                teamId: team.id,
-                deletedAt: null,
-              },
-            ],
-      },
-    };
-  }
-
   const whereClause: Prisma.DocumentWhereInput = {
     ...termFilters,
     ...filters,
-    ...deletedFilter,
+    AND: {
+      OR: [
+        {
+          status: ExtendedDocumentStatus.COMPLETED,
+        },
+        {
+          status: {
+            not: ExtendedDocumentStatus.COMPLETED,
+          },
+          deletedAt: null,
+        },
+      ],
+    },
   };
 
   if (period) {

packages/lib/server-only/document/get-stats.ts

@@ -72,7 +72,6 @@ type GetCountsOption = {
 
 const getCounts = async ({ user, createdAt }: GetCountsOption) => {
   return Promise.all([
-    // Owner counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -85,7 +84,6 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
         deletedAt: null,
       },
     }),
-    // Not signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -97,13 +95,12 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
           some: {
             email: user.email,
             signingStatus: SigningStatus.NOT_SIGNED,
-            documentDeletedAt: null,
           },
         },
         createdAt,
+        deletedAt: null,
       },
     }),
-    // Has signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -123,9 +120,9 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
-                documentDeletedAt: null,
               },
             },
+            deletedAt: null,
           },
           {
             status: ExtendedDocumentStatus.COMPLETED,
@@ -133,7 +130,6 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
-                documentDeletedAt: null,
               },
             },
           },
@@ -202,7 +198,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
           some: {
             email: teamEmail,
             signingStatus: SigningStatus.NOT_SIGNED,
-            documentDeletedAt: null,
           },
         },
         deletedAt: null,
@@ -224,7 +219,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
-                documentDeletedAt: null,
               },
             },
             deletedAt: null,
@@ -235,7 +229,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
-                documentDeletedAt: null,
               },
             },
             deletedAt: null,

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

@@ -88,11 +88,6 @@ export const resendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
-      const selfSigner = email === user.email;
-
-      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
-        recipient.role
-      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -109,20 +104,12 @@ export const resendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(
-          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
-          customEmailTemplate,
-        ),
+        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
         role: recipient.role,
-        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
-      const emailSubject = selfSigner
-        ? `Reminder: Please ${actionVerb.toLowerCase()} your document`
-        : `Reminder: Please ${actionVerb.toLowerCase()} this document`;
-
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -135,8 +122,8 @@ export const resendDocument = async ({
               address: FROM_ADDRESS,
             },
             subject: customEmail?.subject
-              ? renderCustomEmailTemplate(`Reminder: ${customEmail.subject}`, customEmailTemplate)
-              : emailSubject,
+              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
+              : `Please ${actionVerb.toLowerCase()} this document`,
             html: render(template),
             text: render(template, { plainText: true }),
           });

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

@@ -14,10 +14,9 @@ import { signPdf } from '@documenso/signing';
 
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
-import { putPdfFile } from '../../universal/upload/put-file';
+import { putFile } from '../../universal/upload/put-file';
 import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../pdf/flatten-annotations';
-import { flattenForm } from '../pdf/flatten-form';
 import { insertFieldInPDF } from '../pdf/insert-field-in-pdf';
 import { normalizeSignatureAppearances } from '../pdf/normalize-signature-appearances';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
@@ -41,11 +40,6 @@ export const sealDocument = async ({
   const document = await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
-      Recipient: {
-        every: {
-          signingStatus: SigningStatus.SIGNED,
-        },
-      },
     },
     include: {
       documentData: true,
@@ -59,6 +53,10 @@ export const sealDocument = async ({
     throw new Error(`Document ${document.id} has no document data`);
   }
 
+  if (document.status !== DocumentStatus.COMPLETED) {
+    throw new Error(`Document ${document.id} has not been completed`);
+  }
+
   const recipients = await prisma.recipient.findMany({
     where: {
       documentId: document.id,
@@ -94,24 +92,22 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
-  const certificate = await getCertificatePdf({ documentId })
-    .then(async (doc) => PDFDocument.load(doc))
-    .catch(() => null);
+  const certificate = await getCertificatePdf({ documentId }).then(async (doc) =>
+    PDFDocument.load(doc),
+  );
 
   const doc = await PDFDocument.load(pdfData);
 
   // Normalize and flatten layers that could cause issues with the signature
   normalizeSignatureAppearances(doc);
-  flattenForm(doc);
+  doc.getForm().flatten();
   flattenAnnotations(doc);
 
-  if (certificate) {
-    const certificatePages = await doc.copyPages(certificate, certificate.getPageIndices());
+  const certificatePages = await doc.copyPages(certificate, certificate.getPageIndices());
 
-    certificatePages.forEach((page) => {
-      doc.addPage(page);
-    });
-  }
+  certificatePages.forEach((page) => {
+    doc.addPage(page);
+  });
 
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
@@ -123,7 +119,7 @@ export const sealDocument = async ({
 
   const { name, ext } = path.parse(document.title);
 
-  const { data: newData } = await putPdfFile({
+  const { data: newData } = await putFile({
     name: `${name}_signed${ext}`,
     type: 'application/pdf',
     arrayBuffer: async () => Promise.resolve(pdfBuffer),
@@ -142,16 +138,6 @@ export const sealDocument = async ({
   }
 
   await prisma.$transaction(async (tx) => {
-    await tx.document.update({
-      where: {
-        id: document.id,
-      },
-      data: {
-        status: DocumentStatus.COMPLETED,
-        completedAt: new Date(),
-      },
-    });
-
     await tx.documentData.update({
       where: {
         id: documentData.id,

packages/lib/server-only/document/send-completed-email.ts

@@ -80,7 +80,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
       text: render(template, { plainText: true }),
       attachments: [
         {
-          filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
+          filename: document.title,
           content: Buffer.from(completedDocument),
         },
       ],
@@ -130,7 +130,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
         text: render(template, { plainText: true }),
         attachments: [
           {
-            filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
+            filename: document.title,
             content: Buffer.from(completedDocument),
           },
         ],

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

@@ -4,11 +4,8 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
-import { sealDocument } from '@documenso/lib/server-only/document/seal-document';
-import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
@@ -21,6 +18,7 @@ import {
   RECIPIENT_ROLE_TO_EMAIL_TYPE,
 } from '../../constants/recipient-roles';
 import { getFile } from '../../universal/upload/get-file';
+import { putFile } from '../../universal/upload/put-file';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
@@ -28,7 +26,6 @@ export type SendDocumentOptions = {
   documentId: number;
   userId: number;
   teamId?: number;
-  sendEmail?: boolean;
   requestMetadata?: RequestMetadata;
 };
 
@@ -36,7 +33,6 @@ export const sendDocument = async ({
   documentId,
   userId,
   teamId,
-  sendEmail = true,
   requestMetadata,
 }: SendDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -104,7 +100,7 @@ export const sendDocument = async ({
       formValues: document.formValues as Record<string, string | number | boolean>,
     });
 
-    const newDocumentData = await putPdfFile({
+    const newDocumentData = await putFile({
       name: document.title,
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(prefilled),
@@ -122,128 +118,86 @@ export const sendDocument = async ({
     Object.assign(document, result);
   }
 
-  if (sendEmail) {
-    await Promise.all(
-      document.Recipient.map(async (recipient) => {
-        if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
-          return;
-        }
+  await Promise.all(
+    document.Recipient.map(async (recipient) => {
+      if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
+        return;
+      }
 
-        const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
+      const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
-        const { email, name } = recipient;
-        const selfSigner = email === user.email;
+      const { email, name } = recipient;
 
-        const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
-          recipient.role
-        ].actionVerb.toLowerCase()} it.`;
+      const customEmailTemplate = {
+        'signer.name': name,
+        'signer.email': email,
+        'document.name': document.title,
+      };
 
-        const customEmailTemplate = {
-          'signer.name': name,
-          'signer.email': email,
-          'document.name': document.title,
-        };
+      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+      const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
 
-        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-        const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
+      const template = createElement(DocumentInviteEmailTemplate, {
+        documentName: document.title,
+        inviterName: user.name || undefined,
+        inviterEmail: user.email,
+        assetBaseUrl,
+        signDocumentLink,
+        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        role: recipient.role,
+      });
 
-        const template = createElement(DocumentInviteEmailTemplate, {
-          documentName: document.title,
-          inviterName: user.name || undefined,
-          inviterEmail: user.email,
-          assetBaseUrl,
-          signDocumentLink,
-          customBody: renderCustomEmailTemplate(
-            selfSigner && !customEmail?.message
-              ? selfSignerCustomEmail
-              : customEmail?.message || '',
-            customEmailTemplate,
-          ),
-          role: recipient.role,
-          selfSigner,
-        });
+      const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
-        const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
+      await prisma.$transaction(
+        async (tx) => {
+          await mailer.sendMail({
+            to: {
+              address: email,
+              name,
+            },
+            from: {
+              name: FROM_NAME,
+              address: FROM_ADDRESS,
+            },
+            subject: customEmail?.subject
+              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
+              : `Please ${actionVerb.toLowerCase()} this document`,
+            html: render(template),
+            text: render(template, { plainText: true }),
+          });
 
-        const emailSubject = selfSigner
-          ? `Please ${actionVerb.toLowerCase()} your document`
-          : `Please ${actionVerb.toLowerCase()} this document`;
+          await tx.recipient.update({
+            where: {
+              id: recipient.id,
+            },
+            data: {
+              sendStatus: SendStatus.SENT,
+            },
+          });
 
-        await prisma.$transaction(
-          async (tx) => {
-            await mailer.sendMail({
-              to: {
-                address: email,
-                name,
-              },
-              from: {
-                name: FROM_NAME,
-                address: FROM_ADDRESS,
-              },
-              subject: customEmail?.subject
-                ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-                : emailSubject,
-              html: render(template),
-              text: render(template, { plainText: true }),
-            });
-
-            await tx.recipient.update({
-              where: {
-                id: recipient.id,
-              },
+          await tx.documentAuditLog.create({
+            data: createDocumentAuditLogData({
+              type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+              documentId: document.id,
+              user,
+              requestMetadata,
               data: {
-                sendStatus: SendStatus.SENT,
+                emailType: recipientEmailType,
+                recipientEmail: recipient.email,
+                recipientName: recipient.name,
+                recipientRole: recipient.role,
+                recipientId: recipient.id,
+                isResending: false,
               },
-            });
-
-            await tx.documentAuditLog.create({
-              data: createDocumentAuditLogData({
-                type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
-                documentId: document.id,
-                user,
-                requestMetadata,
-                data: {
-                  emailType: recipientEmailType,
-                  recipientEmail: recipient.email,
-                  recipientName: recipient.name,
-                  recipientRole: recipient.role,
-                  recipientId: recipient.id,
-                  isResending: false,
-                },
-              }),
-            });
-          },
-          { timeout: 30_000 },
-        );
-      }),
-    );
-  }
-
-  const allRecipientsHaveNoActionToTake = document.Recipient.every(
-    (recipient) => recipient.role === RecipientRole.CC,
+            }),
+          });
+        },
+        { timeout: 30_000 },
+      );
+    }),
   );
 
-  if (allRecipientsHaveNoActionToTake) {
-    const updatedDocument = await updateDocument({
-      documentId,
-      userId,
-      teamId,
-      data: { status: DocumentStatus.COMPLETED },
-    });
-
-    await sealDocument({ documentId: updatedDocument.id, requestMetadata });
-
-    // Keep the return type the same for the `sendDocument` method
-    return await prisma.document.findFirstOrThrow({
-      where: {
-        id: documentId,
-      },
-      include: {
-        Recipient: true,
-      },
-    });
-  }
-
   const updatedDocument = await prisma.$transaction(async (tx) => {
     if (document.status === DocumentStatus.DRAFT) {
       await tx.documentAuditLog.create({

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

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

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

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

packages/lib/server-only/field/remove-signed-field-with-token.ts

@@ -36,8 +36,8 @@ export const removeSignedFieldWithToken = async ({
     throw new Error(`Document not found for field ${field.id}`);
   }
 
-  if (document.status !== DocumentStatus.PENDING) {
-    throw new Error(`Document ${document.id} must be pending`);
+  if (document.status === DocumentStatus.COMPLETED) {
+    throw new Error(`Document ${document.id} has already been completed`);
   }
 
   if (recipient?.signingStatus === SigningStatus.SIGNED) {

packages/lib/server-only/field/set-fields-for-template.ts

@@ -1,19 +1,22 @@
 import { prisma } from '@documenso/prisma';
 import type { FieldType } from '@documenso/prisma/client';
 
+export type Field = {
+  id?: number | null;
+  type: FieldType;
+  signerEmail: string;
+  signerId?: number;
+  pageNumber: number;
+  pageX: number;
+  pageY: number;
+  pageWidth: number;
+  pageHeight: number;
+};
+
 export type SetFieldsForTemplateOptions = {
   userId: number;
   templateId: number;
-  fields: {
-    id?: number | null;
-    type: FieldType;
-    signerEmail: string;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
-    pageWidth: number;
-    pageHeight: number;
-  }[];
+  fields: Field[];
 };
 
 export const setFieldsForTemplate = async ({
@@ -55,7 +58,11 @@ export const setFieldsForTemplate = async ({
   });
 
   const removedFields = existingFields.filter(
-    (existingField) => !fields.find((field) => field.id === existingField.id),
+    (existingField) =>
+      !fields.find(
+        (field) =>
+          field.id === existingField.id || field.signerEmail === existingField.Recipient?.email,
+      ),
   );
 
   const linkedFields = fields.map((field) => {
@@ -120,13 +127,5 @@ export const setFieldsForTemplate = async ({
     });
   }
 
-  // Filter out fields that have been removed or have been updated.
-  const filteredFields = existingFields.filter((field) => {
-    const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
-    const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
-
-    return !isRemoved && !isUpdated;
-  });
-
-  return [...filteredFields, ...persistedFields];
+  return persistedFields;
 };

packages/lib/server-only/field/sign-field-with-token.ts

@@ -58,12 +58,12 @@ export const signFieldWithToken = async ({
     throw new Error(`Recipient not found for field ${field.id}`);
   }
 
-  if (document.deletedAt) {
-    throw new Error(`Document ${document.id} has been deleted`);
+  if (document.status === DocumentStatus.COMPLETED) {
+    throw new Error(`Document ${document.id} has already been completed`);
   }
 
-  if (document.status !== DocumentStatus.PENDING) {
-    throw new Error(`Document ${document.id} must be pending for signing`);
+  if (document.deletedAt) {
+    throw new Error(`Document ${document.id} has been deleted`);
   }
 
   if (recipient?.signingStatus === SigningStatus.SIGNED) {

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

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

packages/lib/server-only/pdf/flatten-form.ts

@@ -1,112 +0,0 @@
-import type { PDFField, PDFWidgetAnnotation } from 'pdf-lib';
-import { PDFCheckBox, PDFRadioGroup, PDFRef } from 'pdf-lib';
-import {
-  PDFDict,
-  type PDFDocument,
-  PDFName,
-  drawObject,
-  popGraphicsState,
-  pushGraphicsState,
-  rotateInPlace,
-  translate,
-} from 'pdf-lib';
-
-export const flattenForm = (document: PDFDocument) => {
-  const form = document.getForm();
-
-  form.updateFieldAppearances();
-
-  for (const field of form.getFields()) {
-    for (const widget of field.acroField.getWidgets()) {
-      flattenWidget(document, field, widget);
-    }
-
-    try {
-      form.removeField(field);
-    } catch (error) {
-      console.error(error);
-    }
-  }
-};
-
-const getPageForWidget = (document: PDFDocument, widget: PDFWidgetAnnotation) => {
-  const pageRef = widget.P();
-
-  let page = document.getPages().find((page) => page.ref === pageRef);
-
-  if (!page) {
-    const widgetRef = document.context.getObjectRef(widget.dict);
-
-    if (!widgetRef) {
-      return null;
-    }
-
-    page = document.findPageForAnnotationRef(widgetRef);
-
-    if (!page) {
-      return null;
-    }
-  }
-
-  return page;
-};
-
-const getAppearanceRefForWidget = (field: PDFField, widget: PDFWidgetAnnotation) => {
-  try {
-    const normalAppearance = widget.getNormalAppearance();
-    let normalAppearanceRef: PDFRef | null = null;
-
-    if (normalAppearance instanceof PDFRef) {
-      normalAppearanceRef = normalAppearance;
-    }
-
-    if (
-      normalAppearance instanceof PDFDict &&
-      (field instanceof PDFCheckBox || field instanceof PDFRadioGroup)
-    ) {
-      const value = field.acroField.getValue();
-      const ref = normalAppearance.get(value) ?? normalAppearance.get(PDFName.of('Off'));
-
-      if (ref instanceof PDFRef) {
-        normalAppearanceRef = ref;
-      }
-    }
-
-    return normalAppearanceRef;
-  } catch (error) {
-    console.error(error);
-
-    return null;
-  }
-};
-
-const flattenWidget = (document: PDFDocument, field: PDFField, widget: PDFWidgetAnnotation) => {
-  try {
-    const page = getPageForWidget(document, widget);
-
-    if (!page) {
-      return;
-    }
-
-    const appearanceRef = getAppearanceRefForWidget(field, widget);
-
-    if (!appearanceRef) {
-      return;
-    }
-
-    const xObjectKey = page.node.newXObject('FlatWidget', appearanceRef);
-
-    const rectangle = widget.getRectangle();
-    const operators = [
-      pushGraphicsState(),
-      translate(rectangle.x, rectangle.y),
-      ...rotateInPlace({ ...rectangle, rotation: 0 }),
-      drawObject(xObjectKey),
-      popGraphicsState(),
-    ].filter((op) => !!op);
-
-    page.pushOperators(...operators);
-  } catch (error) {
-    console.error(error);
-  }
-};

packages/lib/server-only/pdf/insert-field-in-pdf.ts

@@ -1,6 +1,6 @@
 // https://github.com/Hopding/pdf-lib/issues/20#issuecomment-412852821
 import fontkit from '@pdf-lib/fontkit';
-import { PDFDocument } from 'pdf-lib';
+import { PDFDocument, StandardFonts } from 'pdf-lib';
 
 import {
   DEFAULT_HANDWRITING_FONT_SIZE,
@@ -17,10 +17,6 @@ export const insertFieldInPDF = async (pdf: PDFDocument, field: FieldWithSignatu
     res.arrayBuffer(),
   );
 
-  const fontNoto = await fetch(process.env.FONT_NOTO_SANS_URI).then(async (res) =>
-    res.arrayBuffer(),
-  );
-
   const isSignatureField = isSignatureFieldType(field.type);
 
   pdf.registerFontkit(fontkit);
@@ -45,7 +41,7 @@ export const insertFieldInPDF = async (pdf: PDFDocument, field: FieldWithSignatu
   const fieldX = pageWidth * (Number(field.positionX) / 100);
   const fieldY = pageHeight * (Number(field.positionY) / 100);
 
-  const font = await pdf.embedFont(isSignatureField ? fontCaveat : fontNoto);
+  const font = await pdf.embedFont(isSignatureField ? fontCaveat : StandardFonts.Helvetica);
 
   if (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) {
     await pdf.embedFont(fontCaveat);

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

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

packages/lib/server-only/recipient/set-recipients-for-template.ts

@@ -1,32 +1,21 @@
-import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { prisma } from '@documenso/prisma';
-import type { Recipient } from '@documenso/prisma/client';
-import { RecipientRole } from '@documenso/prisma/client';
+import type { RecipientRole } from '@documenso/prisma/client';
 
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import {
-  type TRecipientActionAuthTypes,
-  ZRecipientAuthOptionsSchema,
-} from '../../types/document-auth';
 import { nanoid } from '../../universal/id';
-import { createRecipientAuthOptions } from '../../utils/document-auth';
 
 export type SetRecipientsForTemplateOptions = {
   userId: number;
-  teamId?: number;
   templateId: number;
   recipients: {
     id?: number;
     email: string;
     name: string;
     role: RecipientRole;
-    actionAuth?: TRecipientActionAuthTypes | null;
   }[];
 };
 
 export const setRecipientsForTemplate = async ({
   userId,
-  teamId,
   templateId,
   recipients,
 }: SetRecipientsForTemplateOptions) => {
@@ -54,23 +43,6 @@ export const setRecipientsForTemplate = async ({
     throw new Error('Template not found');
   }
 
-  const recipientsHaveActionAuth = recipients.some((recipient) => recipient.actionAuth);
-
-  // Check if user has permission to set the global action auth.
-  if (recipientsHaveActionAuth) {
-    const isDocumentEnterprise = await isUserEnterprise({
-      userId,
-      teamId,
-    });
-
-    if (!isDocumentEnterprise) {
-      throw new AppError(
-        AppErrorCode.UNAUTHORIZED,
-        'You do not have permission to set the action auth',
-      );
-    }
-  }
-
   const normalizedRecipients = recipients.map((recipient) => ({
     ...recipient,
     email: recipient.email.toLowerCase(),
@@ -102,59 +74,31 @@ export const setRecipientsForTemplate = async ({
     };
   });
 
-  const persistedRecipients = await prisma.$transaction(async (tx) => {
-    return await Promise.all(
-      linkedRecipients.map(async (recipient) => {
-        let authOptions = ZRecipientAuthOptionsSchema.parse(recipient._persisted?.authOptions);
-
-        if (recipient.actionAuth !== undefined) {
-          authOptions = createRecipientAuthOptions({
-            accessAuth: authOptions.accessAuth,
-            actionAuth: recipient.actionAuth,
-          });
-        }
-
-        const upsertedRecipient = await tx.recipient.upsert({
-          where: {
-            id: recipient._persisted?.id ?? -1,
-            templateId,
-          },
-          update: {
-            name: recipient.name,
-            email: recipient.email,
-            role: recipient.role,
-            templateId,
-            authOptions,
-          },
-          create: {
-            name: recipient.name,
-            email: recipient.email,
-            role: recipient.role,
-            token: nanoid(),
-            templateId,
-            authOptions,
-          },
-        });
-
-        const recipientId = upsertedRecipient.id;
-
-        // Clear all fields if the recipient role is changed to a type that cannot have fields.
-        if (
-          recipient._persisted &&
-          recipient._persisted.role !== recipient.role &&
-          (recipient.role === RecipientRole.CC || recipient.role === RecipientRole.VIEWER)
-        ) {
-          await tx.field.deleteMany({
-            where: {
-              recipientId,
-            },
-          });
-        }
-
-        return upsertedRecipient;
+  const persistedRecipients = await prisma.$transaction(
+    // Disabling as wrapping promises here causes type issues
+    // eslint-disable-next-line @typescript-eslint/promise-function-async
+    linkedRecipients.map((recipient) =>
+      prisma.recipient.upsert({
+        where: {
+          id: recipient._persisted?.id ?? -1,
+          templateId,
+        },
+        update: {
+          name: recipient.name,
+          email: recipient.email,
+          role: recipient.role,
+          templateId,
+        },
+        create: {
+          name: recipient.name,
+          email: recipient.email,
+          role: recipient.role,
+          token: nanoid(),
+          templateId,
+        },
       }),
-    );
-  });
+    ),
+  );
 
   if (removedRecipients.length > 0) {
     await prisma.recipient.deleteMany({
@@ -166,17 +110,5 @@ export const setRecipientsForTemplate = async ({
     });
   }
 
-  // Filter out recipients that have been removed or have been updated.
-  const filteredRecipients: Recipient[] = existingRecipients.filter((recipient) => {
-    const isRemoved = removedRecipients.find(
-      (removedRecipient) => removedRecipient.id === recipient.id,
-    );
-    const isUpdated = persistedRecipients.find(
-      (persistedRecipient) => persistedRecipient.id === recipient.id,
-    );
-
-    return !isRemoved && !isUpdated;
-  });
-
-  return [...filteredRecipients, ...persistedRecipients];
+  return persistedRecipients;
 };

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

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

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

@@ -1,52 +1,16 @@
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
-import type { Field } from '@documenso/prisma/client';
-import { type Recipient, WebhookTriggerEvents } from '@documenso/prisma/client';
-
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
-import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
-import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import {
-  createDocumentAuthOptions,
-  createRecipientAuthOptions,
-  extractDocumentAuthMethods,
-} from '../../utils/document-auth';
-import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
-
-type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
-  templateRecipientId: number;
-  fields: Field[];
-};
-
-export type CreateDocumentFromTemplateResponse = Awaited<
-  ReturnType<typeof createDocumentFromTemplate>
->;
+import type { RecipientRole } from '@documenso/prisma/client';
 
 export type CreateDocumentFromTemplateOptions = {
   templateId: number;
   userId: number;
   teamId?: number;
-  recipients: {
-    id: number;
+  recipients?: {
     name?: string;
     email: string;
+    role?: RecipientRole;
   }[];
-
-  /**
-   * Values that will override the predefined values in the template.
-   */
-  override?: {
-    title?: string;
-    subject?: string;
-    message?: string;
-    timezone?: string;
-    password?: string;
-    dateFormat?: string;
-    redirectUrl?: string;
-  };
-  requestMetadata?: RequestMetadata;
 };
 
 export const createDocumentFromTemplate = async ({
@@ -54,15 +18,7 @@ export const createDocumentFromTemplate = async ({
   userId,
   teamId,
   recipients,
-  override,
-  requestMetadata,
 }: CreateDocumentFromTemplateOptions) => {
-  const user = await prisma.user.findFirstOrThrow({
-    where: {
-      id: userId,
-    },
-  });
-
   const template = await prisma.template.findUnique({
     where: {
       id: templateId,
@@ -83,51 +39,16 @@ export const createDocumentFromTemplate = async ({
           }),
     },
     include: {
-      Recipient: {
-        include: {
-          Field: true,
-        },
-      },
+      Recipient: true,
+      Field: true,
       templateDocumentData: true,
-      templateMeta: true,
     },
   });
 
   if (!template) {
-    throw new AppError(AppErrorCode.NOT_FOUND, 'Template not found');
+    throw new Error('Template not found.');
   }
 
-  // Check that all the passed in recipient IDs can be associated with a template recipient.
-  recipients.forEach((recipient) => {
-    const foundRecipient = template.Recipient.find(
-      (templateRecipient) => templateRecipient.id === recipient.id,
-    );
-
-    if (!foundRecipient) {
-      throw new AppError(
-        AppErrorCode.INVALID_BODY,
-        `Recipient with ID ${recipient.id} not found in the template.`,
-      );
-    }
-  });
-
-  const { documentAuthOption: templateAuthOptions } = extractDocumentAuthMethods({
-    documentAuth: template.authOptions,
-  });
-
-  const finalRecipients: FinalRecipient[] = template.Recipient.map((templateRecipient) => {
-    const foundRecipient = recipients.find((recipient) => recipient.id === templateRecipient.id);
-
-    return {
-      templateRecipientId: templateRecipient.id,
-      fields: templateRecipient.Field,
-      name: foundRecipient ? foundRecipient.name ?? '' : templateRecipient.name,
-      email: foundRecipient ? foundRecipient.email : templateRecipient.email,
-      role: templateRecipient.role,
-      authOptions: templateRecipient.authOptions,
-    };
-  });
-
   const documentData = await prisma.documentData.create({
     data: {
       type: template.templateDocumentData.type,
@@ -136,104 +57,81 @@ export const createDocumentFromTemplate = async ({
     },
   });
 
-  return await prisma.$transaction(async (tx) => {
-    const document = await tx.document.create({
-      data: {
-        userId,
-        teamId: template.teamId,
-        title: override?.title || template.title,
-        documentDataId: documentData.id,
-        authOptions: createDocumentAuthOptions({
-          globalAccessAuth: templateAuthOptions.globalAccessAuth,
-          globalActionAuth: templateAuthOptions.globalActionAuth,
-        }),
-        documentMeta: {
-          create: {
-            subject: override?.subject || template.templateMeta?.subject,
-            message: override?.message || template.templateMeta?.message,
-            timezone: override?.timezone || template.templateMeta?.timezone,
-            password: override?.password || template.templateMeta?.password,
-            dateFormat: override?.dateFormat || template.templateMeta?.dateFormat,
-            redirectUrl: override?.redirectUrl || template.templateMeta?.redirectUrl,
-          },
-        },
-        Recipient: {
-          createMany: {
-            data: finalRecipients.map((recipient) => {
-              const authOptions = ZRecipientAuthOptionsSchema.parse(recipient?.authOptions);
-
-              return {
-                email: recipient.email,
-                name: recipient.name,
-                role: recipient.role,
-                authOptions: createRecipientAuthOptions({
-                  accessAuth: authOptions.accessAuth,
-                  actionAuth: authOptions.actionAuth,
-                }),
-                token: nanoid(),
-              };
-            }),
-          },
-        },
-      },
-      include: {
-        Recipient: {
-          orderBy: {
-            id: 'asc',
-          },
-        },
-        documentData: true,
-      },
-    });
-
-    let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
-
-    Object.values(finalRecipients).forEach(({ email, fields }) => {
-      const recipient = document.Recipient.find((recipient) => recipient.email === email);
-
-      if (!recipient) {
-        throw new Error('Recipient not found.');
-      }
-
-      fieldsToCreate = fieldsToCreate.concat(
-        fields.map((field) => ({
-          documentId: document.id,
-          recipientId: recipient.id,
-          type: field.type,
-          page: field.page,
-          positionX: field.positionX,
-          positionY: field.positionY,
-          width: field.width,
-          height: field.height,
-          customText: '',
-          inserted: false,
-        })),
-      );
-    });
-
-    await tx.field.createMany({
-      data: fieldsToCreate,
-    });
-
-    await tx.documentAuditLog.create({
-      data: createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED,
-        documentId: document.id,
-        user,
-        requestMetadata,
-        data: {
-          title: document.title,
-        },
-      }),
-    });
-
-    await triggerWebhook({
-      event: WebhookTriggerEvents.DOCUMENT_CREATED,
-      data: document,
+  const document = await prisma.document.create({
+    data: {
       userId,
-      teamId,
-    });
+      teamId: template.teamId,
+      title: template.title,
+      documentDataId: documentData.id,
+      Recipient: {
+        create: template.Recipient.map((recipient) => ({
+          email: recipient.email,
+          name: recipient.name,
+          role: recipient.role,
+          token: nanoid(),
+        })),
+      },
+    },
 
-    return document;
+    include: {
+      Recipient: {
+        orderBy: {
+          id: 'asc',
+        },
+      },
+      documentData: true,
+    },
   });
+
+  await prisma.field.createMany({
+    data: template.Field.map((field) => {
+      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
+
+      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
+
+      return {
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        customText: field.customText,
+        inserted: field.inserted,
+        documentId: document.id,
+        recipientId: documentRecipient?.id || null,
+      };
+    }),
+  });
+
+  if (recipients && recipients.length > 0) {
+    document.Recipient = await Promise.all(
+      recipients.map(async (recipient, index) => {
+        const existingRecipient = document.Recipient.at(index);
+
+        return await prisma.recipient.upsert({
+          where: {
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+          },
+          create: {
+            documentId: document.id,
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            token: nanoid(),
+          },
+        });
+      }),
+    );
+  }
+
+  return document;
 };

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

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