Merge branch 'main' into feat/auto-placing-fields

Adds a pending UI state to the signing completion page for when all
recipients have finished signing but the document hasn't completed the
sealing background job.

<img width="695" height="562" alt="image"
src="https://github.com/user-attachments/assets/b015bc38-9489-4baa-ac0a-07cb1ac24b25"
/>

.env.example

@@ -23,6 +23,10 @@ NEXT_PRIVATE_OIDC_CLIENT_ID=""
 NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
 NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
 NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
+# Specifies the prompt to use for OIDC signin, explicitly setting
+# an empty string will omit the prompt parameter.
+# See: https://www.cerberauth.com/blog/openid-connect-oauth2-prompts/
+NEXT_PRIVATE_OIDC_PROMPT="login"
 
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData, FieldType } from '@prisma/client';
+import type { EnvelopeItem, FieldType } from '@prisma/client';
 import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
 import { base64 } from '@scure/base';
 import { ChevronsUpDown } from 'lucide-react';
@@ -40,7 +40,8 @@ const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
 
 export type ConfigureFieldsViewProps = {
   configData: TConfigureEmbedFormSchema;
-  documentData?: DocumentData;
+  presignToken?: string | undefined;
+  envelopeItem?: Pick<EnvelopeItem, 'id' | 'envelopeId'>;
   defaultValues?: Partial<TConfigureFieldsFormSchema>;
   onBack?: (data: TConfigureFieldsFormSchema) => void;
   onSubmit: (data: TConfigureFieldsFormSchema) => void;
@@ -48,7 +49,8 @@ export type ConfigureFieldsViewProps = {
 
 export const ConfigureFieldsView = ({
   configData,
-  documentData,
+  presignToken,
+  envelopeItem,
   defaultValues,
   onBack,
   onSubmit,
@@ -82,17 +84,25 @@ export const ConfigureFieldsView = ({
   }, []);
 
   const normalizedDocumentData = useMemo(() => {
-    if (documentData) {
-      return documentData.data;
+    if (envelopeItem) {
+      return undefined;
     }
 
     if (!configData.documentData) {
-      return null;
+      return undefined;
     }
 
     return base64.encode(configData.documentData.data);
   }, [configData.documentData]);
 
+  const normalizedEnvelopeItem = useMemo(() => {
+    if (envelopeItem) {
+      return envelopeItem;
+    }
+
+    return { id: '', envelopeId: '' };
+  }, [envelopeItem]);
+
   const recipients = useMemo(() => {
     return configData.signers.map<Recipient>((signer, index) => ({
       id: signer.nativeId || index,
@@ -534,56 +544,50 @@ export const ConfigureFieldsView = ({
             )}
 
             <Form {...form}>
-              {normalizedDocumentData && (
-                <div>
-                  <PDFViewer
-                    overrideData={normalizedDocumentData}
-                    envelopeItem={{
-                      id: '',
-                      envelopeId: '',
-                    }}
-                    token={undefined}
-                    version="signed"
-                  />
+              <div>
+                <PDFViewer
+                  presignToken={presignToken}
+                  overrideData={normalizedDocumentData}
+                  envelopeItem={normalizedEnvelopeItem}
+                  token={undefined}
+                  version="signed"
+                />
 
-                  <ElementVisible
-                    target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
-                  >
-                    {localFields.map((field, index) => {
-                      const recipientIndex = recipients.findIndex(
-                        (r) => r.id === field.recipientId,
-                      );
+                <ElementVisible
+                  target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
+                >
+                  {localFields.map((field, index) => {
+                    const recipientIndex = recipients.findIndex((r) => r.id === field.recipientId);
 
-                      return (
-                        <FieldItem
-                          key={field.formId}
-                          field={field}
-                          minHeight={MIN_HEIGHT_PX}
-                          minWidth={MIN_WIDTH_PX}
-                          defaultHeight={DEFAULT_HEIGHT_PX}
-                          defaultWidth={DEFAULT_WIDTH_PX}
-                          onResize={(node) => onFieldResize(node, index)}
-                          onMove={(node) => onFieldMove(node, index)}
-                          onRemove={() => remove(index)}
-                          onDuplicate={() => onFieldCopy(null, { duplicate: true })}
-                          onDuplicateAllPages={() => onFieldCopy(null, { duplicateAll: true })}
-                          onFocus={() => setLastActiveField(field)}
-                          onBlur={() => setLastActiveField(null)}
-                          onAdvancedSettings={() => {
-                            setCurrentField(field);
-                            setShowAdvancedSettings(true);
-                          }}
-                          recipientIndex={recipientIndex}
-                          active={activeFieldId === field.formId}
-                          onFieldActivate={() => setActiveFieldId(field.formId)}
-                          onFieldDeactivate={() => setActiveFieldId(null)}
-                          disabled={selectedRecipient?.id !== field.recipientId}
-                        />
-                      );
-                    })}
-                  </ElementVisible>
-                </div>
-              )}
+                    return (
+                      <FieldItem
+                        key={field.formId}
+                        field={field}
+                        minHeight={MIN_HEIGHT_PX}
+                        minWidth={MIN_WIDTH_PX}
+                        defaultHeight={DEFAULT_HEIGHT_PX}
+                        defaultWidth={DEFAULT_WIDTH_PX}
+                        onResize={(node) => onFieldResize(node, index)}
+                        onMove={(node) => onFieldMove(node, index)}
+                        onRemove={() => remove(index)}
+                        onDuplicate={() => onFieldCopy(null, { duplicate: true })}
+                        onDuplicateAllPages={() => onFieldCopy(null, { duplicateAll: true })}
+                        onFocus={() => setLastActiveField(field)}
+                        onBlur={() => setLastActiveField(null)}
+                        onAdvancedSettings={() => {
+                          setCurrentField(field);
+                          setShowAdvancedSettings(true);
+                        }}
+                        recipientIndex={recipientIndex}
+                        active={activeFieldId === field.formId}
+                        onFieldActivate={() => setActiveFieldId(field.formId)}
+                        onFieldDeactivate={() => setActiveFieldId(null)}
+                        disabled={selectedRecipient?.id !== field.recipientId}
+                      />
+                    );
+                  })}
+                </ElementVisible>
+              </div>
             </Form>
           </div>
         </div>

apps/remix/app/routes/_recipient+/sign.$token+/complete.tsx

@@ -1,10 +1,8 @@
-import { useEffect } from 'react';
-
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
-import { CheckCircle2, Clock8, DownloadIcon } from 'lucide-react';
-import { Link, useRevalidator } from 'react-router';
+import { CheckCircle2, Clock8, DownloadIcon, Loader2 } from 'lucide-react';
+import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
@@ -18,7 +16,7 @@ import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { env } from '@documenso/lib/utils/env';
-import type { Document } from '@documenso/prisma/types/document-legacy-schema';
+import { trpc } from '@documenso/trpc/react';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 import { cn } from '@documenso/ui/lib/utils';
@@ -84,6 +82,13 @@ export async function loader({ params, request }: Route.LoaderArgs) {
 
   const canSignUp = !isExistingUser && env('NEXT_PUBLIC_DISABLE_SIGNUP') !== 'true';
 
+  const canRedirectToFolder =
+    user && document.userId === user.id && document.folderId && document.team?.url;
+
+  const returnToHomePath = canRedirectToFolder
+    ? `/t/${document.team.url}/documents/f/${document.folderId}`
+    : '/';
+
   return {
     isDocumentAccessValid: true,
     canSignUp,
@@ -92,6 +97,7 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     signatures,
     document,
     recipient,
+    returnToHomePath,
   };
 }
 
@@ -109,8 +115,27 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
     document,
     recipient,
     recipientEmail,
+    returnToHomePath,
   } = loaderData;
 
+  // Poll signing status every few seconds
+  const { data: signingStatusData } = trpc.envelope.signingStatus.useQuery(
+    {
+      token: recipient?.token || '',
+    },
+    {
+      refetchInterval: 3000,
+      initialData: match(document?.status)
+        .with(DocumentStatus.COMPLETED, () => ({ status: 'COMPLETED' }) as const)
+        .with(DocumentStatus.REJECTED, () => ({ status: 'REJECTED' }) as const)
+        .with(DocumentStatus.PENDING, () => ({ status: 'PENDING' }) as const)
+        .otherwise(() => ({ status: 'PENDING' }) as const),
+    },
+  );
+
+  // Use signing status from query if available, otherwise fall back to document status
+  const signingStatus = signingStatusData?.status ?? 'PENDING';
+
   if (!isDocumentAccessValid) {
     return <DocumentSigningAuthPageView email={recipientEmail} />;
   }
@@ -118,7 +143,7 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
   return (
     <div
       className={cn(
-        '-mx-4 flex flex-col items-center overflow-hidden px-4 pt-24 md:-mx-8 md:px-8 lg:pt-36 xl:pt-44',
+        '-mx-4 flex flex-col items-center overflow-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-20 xl:pt-28',
         { 'pt-0 lg:pt-0 xl:pt-0': canSignUp },
       )}
     >
@@ -152,8 +177,8 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
             {recipient.role === RecipientRole.APPROVER && <Trans>Document Approved</Trans>}
           </h2>
 
-          {match({ status: document.status, deletedAt: document.deletedAt })
-            .with({ status: DocumentStatus.COMPLETED }, () => (
+          {match({ status: signingStatus, deletedAt: document.deletedAt })
+            .with({ status: 'COMPLETED' }, () => (
               <div className="text-documenso-700 mt-4 flex items-center text-center">
                 <CheckCircle2 className="mr-2 h-5 w-5" />
                 <span className="text-sm">
@@ -161,6 +186,14 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
                 </span>
               </div>
             ))
+            .with({ status: 'PROCESSING' }, () => (
+              <div className="mt-4 flex items-center text-center text-orange-600">
+                <Loader2 className="mr-2 h-5 w-5 animate-spin" />
+                <span className="text-sm">
+                  <Trans>Processing document</Trans>
+                </span>
+              </div>
+            ))
             .with({ deletedAt: null }, () => (
               <div className="mt-4 flex items-center text-center text-blue-600">
                 <Clock8 className="mr-2 h-5 w-5" />
@@ -178,14 +211,22 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
               </div>
             ))}
 
-          {match({ status: document.status, deletedAt: document.deletedAt })
-            .with({ status: DocumentStatus.COMPLETED }, () => (
+          {match({ status: signingStatus, deletedAt: document.deletedAt })
+            .with({ status: 'COMPLETED' }, () => (
               <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
                 <Trans>
                   Everyone has signed! You will receive an Email copy of the signed document.
                 </Trans>
               </p>
             ))
+            .with({ status: 'PROCESSING' }, () => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                <Trans>
+                  All recipients have signed. The document is being processed and you will receive
+                  an Email copy shortly.
+                </Trans>
+              </p>
+            ))
             .with({ deletedAt: null }, () => (
               <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
                 <Trans>
@@ -202,23 +243,35 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
               </p>
             ))}
 
-          <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
-            <DocumentShareButton documentId={document.id} token={recipient.token} />
+          <div className="mt-8 flex w-full max-w-xs flex-col items-stretch gap-4 md:w-auto md:max-w-none md:flex-row md:items-center">
+            <DocumentShareButton
+              documentId={document.id}
+              token={recipient.token}
+              className="w-full max-w-none md:flex-1"
+            />
 
-            {isDocumentCompleted(document.status) && (
+            {isDocumentCompleted(document) && (
               <EnvelopeDownloadDialog
                 envelopeId={document.envelopeId}
                 envelopeStatus={document.status}
                 envelopeItems={document.envelopeItems}
                 token={recipient?.token}
                 trigger={
-                  <Button type="button" variant="outline" className="flex-1">
+                  <Button type="button" variant="outline" className="flex-1 md:flex-initial">
                     <DownloadIcon className="mr-2 h-5 w-5" />
                     <Trans>Download</Trans>
                   </Button>
                 }
               />
             )}
+
+            {user && (
+              <Button asChild>
+                <Link to={returnToHomePath}>
+                  <Trans>Go Back Home</Trans>
+                </Link>
+              </Button>
+            )}
           </div>
         </div>
 
@@ -238,41 +291,8 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
               <ClaimAccount defaultName={recipientName} defaultEmail={recipient.email} />
             </div>
           )}
-
-          {user && (
-            <Link to="/" className="text-documenso-700 hover:text-documenso-600 mt-2">
-              <Trans>Go Back Home</Trans>
-            </Link>
-          )}
         </div>
       </div>
-
-      <PollUntilDocumentCompleted document={document} />
     </div>
   );
 }
-
-export type PollUntilDocumentCompletedProps = {
-  document: Pick<Document, 'id' | 'status' | 'deletedAt'>;
-};
-
-export const PollUntilDocumentCompleted = ({ document }: PollUntilDocumentCompletedProps) => {
-  const { revalidate } = useRevalidator();
-
-  useEffect(() => {
-    if (isDocumentCompleted(document.status)) {
-      return;
-    }
-
-    const interval = setInterval(() => {
-      if (window.document.hasFocus()) {
-        void revalidate();
-      }
-    }, 5000);
-
-    return () => clearInterval(interval);
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [document.status]);
-
-  return <></>;
-};

apps/remix/app/routes/embed+/v1+/authoring+/document.edit.$id.tsx

@@ -75,6 +75,7 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   }));
 
   return {
+    token,
     document: {
       ...document,
       fields,
@@ -86,7 +87,7 @@ export default function EmbeddingAuthoringDocumentEditPage() {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const { document } = useLoaderData<typeof loader>();
+  const { document, token } = useLoaderData<typeof loader>();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
 
@@ -321,7 +322,8 @@ export default function EmbeddingAuthoringDocumentEditPage() {
 
           <ConfigureFieldsView
             configData={configuration!}
-            documentData={document.documentData}
+            presignToken={token}
+            envelopeItem={document.envelopeItems[0]}
             defaultValues={fields ?? undefined}
             onBack={canGoBack ? handleBackToConfig : undefined}
             onSubmit={handleConfigureFieldsSubmit}

apps/remix/app/routes/embed+/v1+/authoring+/template.edit.$id.tsx

@@ -75,6 +75,7 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   }));
 
   return {
+    token,
     template: {
       ...template,
       fields,
@@ -86,7 +87,7 @@ export default function EmbeddingAuthoringTemplateEditPage() {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const { template } = useLoaderData<typeof loader>();
+  const { template, token } = useLoaderData<typeof loader>();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
 
@@ -321,7 +322,8 @@ export default function EmbeddingAuthoringTemplateEditPage() {
 
           <ConfigureFieldsView
             configData={configuration!}
-            documentData={template.templateDocumentData}
+            presignToken={token}
+            envelopeItem={template.envelopeItems[0]}
             defaultValues={fields ?? undefined}
             onBack={canGoBack ? handleBackToConfig : undefined}
             onSubmit={handleConfigureFieldsSubmit}

apps/remix/package.json

@@ -106,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.0.13"
+  "version": "2.0.14"
 }

apps/remix/server/api/files/files.ts

@@ -5,6 +5,7 @@ import { Hono } from 'hono';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
 import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
@@ -16,6 +17,7 @@ import {
   type TGetPresignedPostUrlResponse,
   ZGetEnvelopeItemFileDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileRequestParamsSchema,
+  ZGetEnvelopeItemFileRequestQuerySchema,
   ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileTokenRequestParamsSchema,
   ZGetPresignedPostUrlRequestSchema,
@@ -68,12 +70,24 @@ export const filesRoute = new Hono<HonoEnv>()
   .get(
     '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
     sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),
+    sValidator('query', ZGetEnvelopeItemFileRequestQuerySchema),
     async (c) => {
       const { envelopeId, envelopeItemId } = c.req.valid('param');
+      const { token } = c.req.query();
 
       const session = await getOptionalSession(c);
 
-      if (!session.user) {
+      let userId = session.user?.id;
+
+      if (token) {
+        const presignToken = await verifyEmbeddingPresignToken({
+          token,
+        }).catch(() => undefined);
+
+        userId = presignToken?.userId;
+      }
+
+      if (!userId) {
         return c.json({ error: 'Unauthorized' }, 401);
       }
 
@@ -104,7 +118,7 @@ export const filesRoute = new Hono<HonoEnv>()
       }
 
       const team = await getTeamById({
-        userId: session.user.id,
+        userId: userId,
         teamId: envelope.teamId,
       }).catch((error) => {
         console.error(error);

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

@@ -36,6 +36,14 @@ export type TGetEnvelopeItemFileRequestParams = z.infer<
   typeof ZGetEnvelopeItemFileRequestParamsSchema
 >;
 
+export const ZGetEnvelopeItemFileRequestQuerySchema = z.object({
+  token: z.string().optional(),
+});
+
+export type TGetEnvelopeItemFileRequestQuery = z.infer<
+  typeof ZGetEnvelopeItemFileRequestQuerySchema
+>;
+
 export const ZGetEnvelopeItemFileTokenRequestParamsSchema = z.object({
   token: z.string().min(1),
   envelopeItemId: z.string().min(1),

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.0.13",
+  "version": "2.0.14",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.0.13",
+      "version": "2.0.14",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -19,6 +19,7 @@
         "inngest-cli": "^0.29.1",
         "luxon": "^3.5.0",
         "mupdf": "^1.0.0",
+        "pdf2json": "^4.0.0",
         "react": "^18",
         "typescript": "5.6.2",
         "zod": "^3.25.76"
@@ -101,7 +102,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.0.13",
+      "version": "2.0.14",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.2",
         "@documenso/api": "*",
@@ -27501,6 +27502,18 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/pdf2json": {
+      "version": "4.0.0",
+      "resolved": "https://registry.npmjs.org/pdf2json/-/pdf2json-4.0.0.tgz",
+      "integrity": "sha512-WkezNsLK8sGpuFC7+PPP0DsXROwdoOxmXPBTtUWWkCwCi/Vi97MRC52Ly6FWIJjOKIywpm/L2oaUgSrmtU+7ZQ==",
+      "license": "Apache-2.0",
+      "bin": {
+        "pdf2json": "bin/pdf2json.js"
+      },
+      "engines": {
+        "node": ">=20.18.0"
+      }
+    },
     "node_modules/pdfjs-dist": {
       "version": "3.11.174",
       "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "2.0.13",
+  "version": "2.0.14",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",
@@ -86,6 +86,7 @@
     "inngest-cli": "^0.29.1",
     "luxon": "^3.5.0",
     "mupdf": "^1.0.0",
+    "pdf2json": "^4.0.0",
     "react": "^18",
     "typescript": "5.6.2",
     "zod": "^3.25.76"

packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts

@@ -0,0 +1,129 @@
+import { type Page, expect, test } from '@playwright/test';
+import path from 'path';
+
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const SINGLE_PLACEHOLDER_PDF_PATH = path.join(
+  __dirname,
+  '../../../assets/project-proposal-single-recipient.pdf',
+);
+
+const MULTIPLE_PLACEHOLDER_PDF_PATH = path.join(
+  __dirname,
+  '../../../assets/project-proposal-multiple-fields-and-recipients.pdf',
+);
+
+const setupUserAndSignIn = async (page: Page) => {
+  const { user, team } = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/documents`,
+  });
+
+  return { user, team };
+};
+
+const uploadPdfAndContinue = async (page: Page, pdfPath: string, continueClicks: number = 1) => {
+  const fileInput = page.locator('input[type="file"]').nth(1);
+  await fileInput.waitFor({ state: 'attached' });
+  await fileInput.setInputFiles(pdfPath);
+
+  await page.waitForTimeout(3000);
+
+  for (let i = 0; i < continueClicks; i++) {
+    await page.getByRole('button', { name: 'Continue' }).click();
+  }
+};
+
+test.describe('PDF Placeholders with single recipient', () => {
+  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 1);
+
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+    await expect(page.getByPlaceholder('Email')).toHaveValue('recipient.1@documenso.com');
+    await expect(page.getByPlaceholder('Name')).toHaveValue('Recipient 1');
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically place fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await expect(page.locator('[data-field-type="SIGNATURE"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically configure fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await page.getByText('Text').nth(1).click();
+    await page.getByRole('button', { name: 'Advanced settings' }).click();
+
+    await expect(page.getByRole('heading', { name: 'Advanced settings' })).toBeVisible();
+    await expect(
+      page
+        .locator('div')
+        .filter({ hasText: /^Required field$/ })
+        .getByRole('switch'),
+    ).toBeChecked();
+
+    await expect(page.getByRole('combobox')).toHaveText('Right');
+  });
+});
+
+test.describe('PDF Placeholders with multiple recipients', () => {
+  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 1);
+
+    await expect(page.getByTestId('signer-email-input').first()).toHaveValue(
+      'recipient.1@documenso.com',
+    );
+    await expect(page.getByLabel('Name').first()).toHaveValue('Recipient 1');
+
+    await expect(page.getByTestId('signer-email-input').nth(1)).toHaveValue(
+      'recipient.2@documenso.com',
+    );
+    await expect(page.getByLabel('Name').nth(1)).toHaveValue('Recipient 2');
+
+    await expect(page.getByTestId('signer-email-input').nth(2)).toHaveValue(
+      'recipient.3@documenso.com',
+    );
+    await expect(page.getByLabel('Name').nth(2)).toHaveValue('Recipient 3');
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically create fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await expect(page.locator('[data-field-type="SIGNATURE"]').first()).toBeVisible();
+    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(1)).toBeVisible();
+    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(2)).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]').first()).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]').nth(1)).toBeVisible();
+    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="NUMBER"]')).toBeVisible();
+  });
+});

packages/auth/server/lib/utils/handle-oauth-authorize-url.ts

@@ -27,13 +27,13 @@ type HandleOAuthAuthorizeUrlOptions = {
   /**
    * Optional prompt to pass to the authorization endpoint.
    */
-  prompt?: 'login' | 'consent' | 'select_account';
+  prompt?: 'none' | 'login' | 'consent' | 'select_account';
 };
 
 const oauthCookieMaxAge = 60 * 10; // 10 minutes.
 
 export const handleOAuthAuthorizeUrl = async (options: HandleOAuthAuthorizeUrlOptions) => {
-  const { c, clientOptions, redirectPath, prompt = 'login' } = options;
+  const { c, clientOptions, redirectPath } = options;
 
   if (!clientOptions.clientId || !clientOptions.clientSecret) {
     throw new AppError(AppErrorCode.NOT_SETUP);
@@ -63,7 +63,11 @@ export const handleOAuthAuthorizeUrl = async (options: HandleOAuthAuthorizeUrlOp
   );
 
   // Pass the prompt to the authorization endpoint.
-  url.searchParams.append('prompt', prompt);
+  if (process.env.NEXT_PRIVATE_OIDC_PROMPT !== '') {
+    const prompt = process.env.NEXT_PRIVATE_OIDC_PROMPT ?? 'login';
+
+    url.searchParams.append('prompt', prompt);
+  }
 
   setCookie(c, `${clientOptions.id}_oauth_state`, state, {
     ...sessionCookieOptions,

packages/lib/constants/i18n.ts

@@ -7,6 +7,7 @@ export const SUPPORTED_LANGUAGE_CODES = [
   'es',
   'it',
   'pl',
+  'pt-BR',
   'ja',
   'ko',
   'zh',
@@ -64,6 +65,10 @@ export const SUPPORTED_LANGUAGES: Record<string, SupportedLanguage> = {
     short: 'pl',
     full: 'Polish',
   },
+  'pt-BR': {
+    short: 'pt-BR',
+    full: 'Portuguese (Brazil)',
+  },
   ja: {
     short: 'ja',
     full: 'Japanese',

packages/lib/jobs/definitions/internal/seal-document.handler.ts

@@ -25,7 +25,6 @@ import { signPdf } from '@documenso/signing';
 
 import { AppError, AppErrorCode } from '../../../errors/app-error';
 import { sendCompletedEmail } from '../../../server-only/document/send-completed-email';
-import PostHogServerClient from '../../../server-only/feature-flags/get-post-hog-server-client';
 import { getAuditLogsPdf } from '../../../server-only/htmltopdf/get-audit-logs-pdf';
 import { getCertificatePdf } from '../../../server-only/htmltopdf/get-certificate-pdf';
 import { addRejectionStampToPdf } from '../../../server-only/pdf/add-rejection-stamp-to-pdf';
@@ -62,171 +61,120 @@ export const run = async ({
 }) => {
   const { documentId, sendEmail = true, isResealing = false, requestMetadata } = payload;
 
-  const envelope = await prisma.envelope.findFirstOrThrow({
-    where: {
-      type: EnvelopeType.DOCUMENT,
-      secondaryId: mapDocumentIdToSecondaryId(documentId),
-    },
-    include: {
-      documentMeta: true,
-      recipients: true,
-      envelopeItems: {
-        include: {
-          documentData: true,
-          field: {
-            include: {
-              signature: true,
+  const { envelopeId, envelopeStatus, isRejected } = await io.runTask('seal-document', async () => {
+    const envelope = await prisma.envelope.findFirstOrThrow({
+      where: {
+        type: EnvelopeType.DOCUMENT,
+        secondaryId: mapDocumentIdToSecondaryId(documentId),
+      },
+      include: {
+        documentMeta: true,
+        recipients: true,
+        envelopeItems: {
+          include: {
+            documentData: true,
+            field: {
+              include: {
+                signature: true,
+              },
             },
           },
         },
       },
-    },
-  });
-
-  if (envelope.envelopeItems.length === 0) {
-    throw new Error('At least one envelope item required');
-  }
-
-  const settings = await getTeamSettings({
-    userId: envelope.userId,
-    teamId: envelope.teamId,
-  });
-
-  const isComplete =
-    envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
-    envelope.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
-
-  if (!isComplete) {
-    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-      message: 'Document is not complete',
     });
-  }
 
-  // Seems silly but we need to do this in case the job is re-ran
-  // after it has already run through the update task further below.
-  // eslint-disable-next-line @typescript-eslint/require-await
-  const documentStatus = await io.runTask('get-document-status', async () => {
-    return envelope.status;
-  });
+    if (envelope.envelopeItems.length === 0) {
+      throw new Error('At least one envelope item required');
+    }
 
-  // This is the same case as above.
-  let envelopeItems = await io.runTask(
-    'get-document-data-id',
-    // eslint-disable-next-line @typescript-eslint/require-await
-    async () => {
-      // eslint-disable-next-line unused-imports/no-unused-vars
-      return envelope.envelopeItems.map(({ field, ...rest }) => ({
-        ...rest,
-      }));
-    },
-  );
+    const settings = await getTeamSettings({
+      userId: envelope.userId,
+      teamId: envelope.teamId,
+    });
 
-  if (envelopeItems.length < 1) {
-    throw new Error(`Document ${envelope.id} has no envelope items`);
-  }
+    const isComplete =
+      envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
+      envelope.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
 
-  const recipients = await prisma.recipient.findMany({
-    where: {
-      envelopeId: envelope.id,
-      role: {
-        not: RecipientRole.CC,
-      },
-    },
-  });
+    if (!isComplete) {
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'Document is not complete',
+      });
+    }
 
-  // Determine if the document has been rejected by checking if any recipient has rejected it
-  const rejectedRecipient = recipients.find(
-    (recipient) => recipient.signingStatus === SigningStatus.REJECTED,
-  );
+    let envelopeItems = envelope.envelopeItems;
 
-  const isRejected = Boolean(rejectedRecipient);
+    if (envelopeItems.length < 1) {
+      throw new Error(`Document ${envelope.id} has no envelope items`);
+    }
 
-  // Get the rejection reason from the rejected recipient
-  const rejectionReason = rejectedRecipient?.rejectionReason ?? '';
-
-  const fields = await prisma.field.findMany({
-    where: {
-      envelopeId: envelope.id,
-    },
-    include: {
-      signature: true,
-    },
-  });
-
-  // Skip the field check if the document is rejected
-  if (!isRejected && fieldsContainUnsignedRequiredField(fields)) {
-    throw new Error(`Document ${envelope.id} has unsigned required fields`);
-  }
-
-  if (isResealing) {
-    // If we're resealing we want to use the initial data for the document
-    // so we aren't placing fields on top of eachother.
-    envelopeItems = envelopeItems.map((envelopeItem) => ({
-      ...envelopeItem,
-      documentData: {
-        ...envelopeItem.documentData,
-        data: envelopeItem.documentData.initialData,
-      },
-    }));
-  }
-
-  if (!envelope.qrToken) {
-    await prisma.envelope.update({
+    const recipients = await prisma.recipient.findMany({
       where: {
-        id: envelope.id,
-      },
-      data: {
-        qrToken: prefixedId('qr'),
+        envelopeId: envelope.id,
+        role: {
+          not: RecipientRole.CC,
+        },
       },
     });
-  }
 
-  const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
+    // Determine if the document has been rejected by checking if any recipient has rejected it
+    const rejectedRecipient = recipients.find(
+      (recipient) => recipient.signingStatus === SigningStatus.REJECTED,
+    );
 
-  const { certificateData, auditLogData } = await getCertificateAndAuditLogData({
-    legacyDocumentId,
-    documentMeta: envelope.documentMeta,
-    settings,
-  });
+    const isRejected = Boolean(rejectedRecipient);
 
-  // !: The commented out code is our desired implementation but we're seemingly
-  // !: running into issues with inngest parallelism in production.
-  // !: Until this is resolved we will do this sequentially which is slower but
-  // !: will actually work.
-  // const decoratePromises: Array<Promise<{ oldDocumentDataId: string; newDocumentDataId: string }>> =
-  //   [];
+    // Get the rejection reason from the rejected recipient
+    const rejectionReason = rejectedRecipient?.rejectionReason ?? '';
 
-  // for (const envelopeItem of envelopeItems) {
-  //   const task = io.runTask(`decorate-${envelopeItem.id}`, async () => {
-  //     const envelopeItemFields = envelope.envelopeItems.find(
-  //       (item) => item.id === envelopeItem.id,
-  //     )?.field;
+    const fields = await prisma.field.findMany({
+      where: {
+        envelopeId: envelope.id,
+      },
+      include: {
+        signature: true,
+      },
+    });
 
-  //     if (!envelopeItemFields) {
-  //       throw new Error(`Envelope item fields not found for envelope item ${envelopeItem.id}`);
-  //     }
+    // Skip the field check if the document is rejected
+    if (!isRejected && fieldsContainUnsignedRequiredField(fields)) {
+      throw new Error(`Document ${envelope.id} has unsigned required fields`);
+    }
 
-  //     return decorateAndSignPdf({
-  //       envelope,
-  //       envelopeItem,
-  //       envelopeItemFields,
-  //       isRejected,
-  //       rejectionReason,
-  //       certificateData,
-  //       auditLogData,
-  //     });
-  //   });
+    if (isResealing) {
+      // If we're resealing we want to use the initial data for the document
+      // so we aren't placing fields on top of eachother.
+      envelopeItems = envelopeItems.map((envelopeItem) => ({
+        ...envelopeItem,
+        documentData: {
+          ...envelopeItem.documentData,
+          data: envelopeItem.documentData.initialData,
+        },
+      }));
+    }
 
-  //   decoratePromises.push(task);
-  // }
+    if (!envelope.qrToken) {
+      await prisma.envelope.update({
+        where: {
+          id: envelope.id,
+        },
+        data: {
+          qrToken: prefixedId('qr'),
+        },
+      });
+    }
 
-  // const newDocumentData = await Promise.all(decoratePromises);
+    const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
 
-  // TODO: Remove once parallelization is working
-  const newDocumentData: Array<{ oldDocumentDataId: string; newDocumentDataId: string }> = [];
+    const { certificateData, auditLogData } = await getCertificateAndAuditLogData({
+      legacyDocumentId,
+      documentMeta: envelope.documentMeta,
+      settings,
+    });
 
-  for (const envelopeItem of envelopeItems) {
-    const result = await io.runTask(`decorate-${envelopeItem.id}`, async () => {
+    const newDocumentData: Array<{ oldDocumentDataId: string; newDocumentDataId: string }> = [];
+
+    for (const envelopeItem of envelopeItems) {
       const envelopeItemFields = envelope.envelopeItems.find(
         (item) => item.id === envelopeItem.id,
       )?.field;
@@ -235,7 +183,7 @@ export const run = async ({
         throw new Error(`Envelope item fields not found for envelope item ${envelopeItem.id}`);
       }
 
-      return decorateAndSignPdf({
+      const result = await decorateAndSignPdf({
         envelope,
         envelopeItem,
         envelopeItemFields,
@@ -244,25 +192,10 @@ export const run = async ({
         certificateData,
         auditLogData,
       });
-    });
 
-    newDocumentData.push(result);
-  }
+      newDocumentData.push(result);
+    }
 
-  const postHog = PostHogServerClient();
-
-  if (postHog) {
-    postHog.capture({
-      distinctId: nanoid(),
-      event: 'App: Document Sealed',
-      properties: {
-        documentId: envelope.id,
-        isRejected,
-      },
-    });
-  }
-
-  await io.runTask('update-document', async () => {
     await prisma.$transaction(async (tx) => {
       for (const { oldDocumentDataId, newDocumentDataId } of newDocumentData) {
         const newData = await tx.documentData.findFirstOrThrow({
@@ -304,18 +237,24 @@ export const run = async ({
         }),
       });
     });
+
+    return {
+      envelopeId: envelope.id,
+      envelopeStatus: envelope.status,
+      isRejected,
+    };
   });
 
   await io.runTask('send-completed-email', async () => {
     let shouldSendCompletedEmail = sendEmail && !isResealing && !isRejected;
 
-    if (isResealing && !isDocumentCompleted(envelope.status)) {
+    if (isResealing && !isDocumentCompleted(envelopeStatus)) {
       shouldSendCompletedEmail = sendEmail;
     }
 
     if (shouldSendCompletedEmail) {
       await sendCompletedEmail({
-        id: { type: 'envelopeId', id: envelope.id },
+        id: { type: 'envelopeId', id: envelopeId },
         requestMetadata,
       });
     }
@@ -323,7 +262,7 @@ export const run = async ({
 
   const updatedEnvelope = await prisma.envelope.findFirstOrThrow({
     where: {
-      id: envelope.id,
+      id: envelopeId,
     },
     include: {
       documentMeta: true,

packages/lib/server-only/admin/get-organisation-detailed-insights.ts

@@ -116,28 +116,28 @@ async function getTeamInsights(
 ): Promise<OrganisationDetailedInsights> {
   const teamsQuery = kyselyPrisma.$kysely
     .selectFrom('Team as t')
+    .leftJoin('Envelope as e', (join) =>
+      join
+        .onRef('t.id', '=', 'e.teamId')
+        .on('e.deletedAt', 'is', null)
+        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
+    )
+    .leftJoin('TeamGroup as tg', 'tg.teamId', 't.id')
+    .leftJoin('OrganisationGroup as og', 'og.id', 'tg.organisationGroupId')
+    .leftJoin('OrganisationGroupMember as ogm', 'ogm.groupId', 'og.id')
+    .leftJoin('OrganisationMember as om', 'om.id', 'ogm.organisationMemberId')
     .where('t.organisationId', '=', organisationId)
-    .select((eb) => [
-      't.id',
-      't.name',
-      't.createdAt',
-      eb
-        .selectFrom('TeamGroup as tg')
-        .innerJoin('OrganisationGroup as og', 'og.id', 'tg.organisationGroupId')
-        .innerJoin('OrganisationGroupMember as ogm', 'ogm.groupId', 'og.id')
-        .innerJoin('OrganisationMember as om', 'om.id', 'ogm.organisationMemberId')
-        .whereRef('tg.teamId', '=', 't.id')
-        .select(sql<number>`count(distinct om."userId")`.as('count'))
-        .as('memberCount'),
-      eb
-        .selectFrom('Envelope as e')
-        .whereRef('e.teamId', '=', 't.id')
-        .where('e.deletedAt', 'is', null)
-        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
-        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
-        .select(sql<number>`count(e.id)`.as('count'))
-        .as('documentCount'),
+    .select([
+      't.id as id',
+      't.name as name',
+      't.createdAt as createdAt',
+      sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
+      (createdAtFrom
+        ? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
+        : sql<number>`COUNT(DISTINCT e.id)`
+      ).as('documentCount'),
     ])
+    .groupBy(['t.id', 't.name', 't.createdAt'])
     .orderBy('documentCount', 'desc')
     .limit(perPage)
     .offset(offset);
@@ -164,38 +164,48 @@ async function getUserInsights(
   perPage: number,
   createdAtFrom: Date | null,
 ): Promise<OrganisationDetailedInsights> {
-  const usersQuery = kyselyPrisma.$kysely
+  const usersBase = kyselyPrisma.$kysely
     .selectFrom('OrganisationMember as om')
     .innerJoin('User as u', 'u.id', 'om.userId')
     .where('om.organisationId', '=', organisationId)
-    .select((eb) => [
-      'u.id',
-      'u.name',
-      'u.email',
-      'u.createdAt',
-      eb
-        .selectFrom('Envelope as e')
-        .innerJoin('Team as t', 't.id', 'e.teamId')
-        .whereRef('e.userId', '=', 'u.id')
-        .where('t.organisationId', '=', organisationId)
-        .where('e.deletedAt', 'is', null)
-        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
-        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
-        .select(sql<number>`count(e.id)`.as('count'))
-        .as('documentCount'),
-      eb
-        .selectFrom('Recipient as r')
-        .innerJoin('Envelope as e', 'e.id', 'r.envelopeId')
-        .innerJoin('Team as t', 't.id', 'e.teamId')
-        .whereRef('r.email', '=', 'u.email')
-        .where('r.signedAt', 'is not', null)
-        .where('t.organisationId', '=', organisationId)
-        .where('e.deletedAt', 'is', null)
-        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
-        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
-        .select(sql<number>`count(e.id)`.as('count'))
-        .as('signedDocumentCount'),
+    .leftJoin('Envelope as e', (join) =>
+      join
+        .onRef('e.userId', '=', 'u.id')
+        .on('e.deletedAt', 'is', null)
+        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
+    )
+    .leftJoin('Team as td', (join) =>
+      join.onRef('td.id', '=', 'e.teamId').on('td.organisationId', '=', organisationId),
+    )
+    .leftJoin('Recipient as r', (join) =>
+      join.onRef('r.email', '=', 'u.email').on('r.signedAt', 'is not', null),
+    )
+    .leftJoin('Envelope as se', (join) =>
+      join
+        .onRef('se.id', '=', 'r.envelopeId')
+        .on('se.deletedAt', 'is', null)
+        .on('se.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
+    )
+    .leftJoin('Team as ts', (join) =>
+      join.onRef('ts.id', '=', 'se.teamId').on('ts.organisationId', '=', organisationId),
+    );
+
+  const usersQuery = usersBase
+    .select([
+      'u.id as id',
+      'u.name as name',
+      'u.email as email',
+      'u.createdAt as createdAt',
+      (createdAtFrom
+        ? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
+        : sql<number>`COUNT(DISTINCT CASE WHEN td.id IS NOT NULL THEN e.id END)`
+      ).as('documentCount'),
+      (createdAtFrom
+        ? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
+        : sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' THEN e.id END)`
+      ).as('signedDocumentCount'),
     ])
+    .groupBy(['u.id', 'u.name', 'u.email', 'u.createdAt'])
     .orderBy('u.createdAt', 'desc')
     .limit(perPage)
     .offset(offset);
@@ -282,51 +292,72 @@ async function getOrganisationSummary(
   organisationId: string,
   createdAtFrom: Date | null,
 ): Promise<OrganisationSummary> {
-  const teamCountQuery = kyselyPrisma.$kysely
-    .selectFrom('Team')
-    .where('organisationId', '=', organisationId)
-    .select(sql<number>`count(id)`.as('count'))
-    .executeTakeFirst();
-
-  const memberCountQuery = kyselyPrisma.$kysely
-    .selectFrom('OrganisationMember')
-    .where('organisationId', '=', organisationId)
-    .select(sql<number>`count(id)`.as('count'))
-    .executeTakeFirst();
-
-  const envelopeStatsQuery = kyselyPrisma.$kysely
-    .selectFrom('Envelope as e')
-    .innerJoin('Team as t', 't.id', 'e.teamId')
-    .where('t.organisationId', '=', organisationId)
-    .where('e.deletedAt', 'is', null)
-    .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+  const summaryQuery = kyselyPrisma.$kysely
+    .selectFrom('Organisation as o')
+    .where('o.id', '=', organisationId)
     .select([
-      sql<number>`count(e.id)`.as('totalDocuments'),
-      sql<number>`count(case when e.status in ('DRAFT', 'PENDING') then 1 end)`.as(
-        'activeDocuments',
+      sql<number>`(SELECT COUNT(DISTINCT t2.id) FROM "Team" AS t2 WHERE t2."organisationId" = o.id)`.as(
+        'totalTeams',
       ),
-      sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`.as('completedDocuments'),
-      sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`.as('volumeAllTime'),
+      sql<number>`(SELECT COUNT(DISTINCT om2."userId") FROM "OrganisationMember" AS om2 WHERE om2."organisationId" = o.id)`.as(
+        'totalMembers',
+      ),
+      sql<number>`(
+        SELECT COUNT(DISTINCT e2.id)
+        FROM "Envelope" AS e2
+        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT'
+      )`.as('totalDocuments'),
+      sql<number>`(
+        SELECT COUNT(DISTINCT e2.id)
+        FROM "Envelope" AS e2
+        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status IN ('DRAFT', 'PENDING')
+      )`.as('activeDocuments'),
+      sql<number>`(
+        SELECT COUNT(DISTINCT e2.id)
+        FROM "Envelope" AS e2
+        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
+      )`.as('completedDocuments'),
       (createdAtFrom
-        ? sql<number>`count(case when e.status = 'COMPLETED' and e."createdAt" >= ${createdAtFrom} then 1 end)`
-        : sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`
+        ? sql<number>`(
+            SELECT COUNT(DISTINCT e2.id)
+            FROM "Envelope" AS e2
+            INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+            WHERE t2."organisationId" = o.id
+              AND e2."deletedAt" IS NULL
+              AND e2.type = 'DOCUMENT'
+              AND e2.status = 'COMPLETED'
+              AND e2."createdAt" >= ${createdAtFrom}
+          )`
+        : sql<number>`(
+            SELECT COUNT(DISTINCT e2.id)
+            FROM "Envelope" AS e2
+            INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+            WHERE t2."organisationId" = o.id
+              AND e2."deletedAt" IS NULL
+              AND e2.type = 'DOCUMENT'
+              AND e2.status = 'COMPLETED'
+          )`
       ).as('volumeThisPeriod'),
-    ])
-    .executeTakeFirst();
+      sql<number>`(
+        SELECT COUNT(DISTINCT e2.id)
+        FROM "Envelope" AS e2
+        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
+        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
+      )`.as('volumeAllTime'),
+    ]);
 
-  const [teamCount, memberCount, envelopeStats] = await Promise.all([
-    teamCountQuery,
-    memberCountQuery,
-    envelopeStatsQuery,
-  ]);
+  const result = await summaryQuery.executeTakeFirst();
 
   return {
-    totalTeams: Number(teamCount?.count || 0),
-    totalMembers: Number(memberCount?.count || 0),
-    totalDocuments: Number(envelopeStats?.totalDocuments || 0),
-    activeDocuments: Number(envelopeStats?.activeDocuments || 0),
-    completedDocuments: Number(envelopeStats?.completedDocuments || 0),
-    volumeThisPeriod: Number(envelopeStats?.volumeThisPeriod || 0),
-    volumeAllTime: Number(envelopeStats?.volumeAllTime || 0),
+    totalTeams: Number(result?.totalTeams || 0),
+    totalMembers: Number(result?.totalMembers || 0),
+    totalDocuments: Number(result?.totalDocuments || 0),
+    activeDocuments: Number(result?.activeDocuments || 0),
+    completedDocuments: Number(result?.completedDocuments || 0),
+    volumeThisPeriod: Number(result?.volumeThisPeriod || 0),
+    volumeAllTime: Number(result?.volumeAllTime || 0),
   };
 }

packages/lib/server-only/admin/get-signing-volume.ts

@@ -33,32 +33,25 @@ export async function getSigningVolume({
 
   let findQuery = kyselyPrisma.$kysely
     .selectFrom('Organisation as o')
-    .where((eb) =>
-      eb.or([
-        eb('o.name', 'ilike', `%${search}%`),
-        eb.exists(
-          eb
-            .selectFrom('Team as t')
-            .whereRef('t.organisationId', '=', 'o.id')
-            .where('t.name', 'ilike', `%${search}%`),
-        ),
-      ]),
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
+    .leftJoin('Envelope as e', (join) =>
+      join
+        .onRef('t.id', '=', 'e.teamId')
+        .on('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
+        .on('e.deletedAt', 'is', null)
+        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
     )
-    .select((eb) => [
+    .where((eb) =>
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
+    )
+    .select([
       'o.id as id',
       'o.createdAt as createdAt',
       'o.customerId as customerId',
       sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
-      eb
-        .selectFrom('Envelope as e')
-        .innerJoin('Team as t', 't.id', 'e.teamId')
-        .whereRef('t.organisationId', '=', 'o.id')
-        .where('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
-        .where('e.deletedAt', 'is', null)
-        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
-        .select(sql<number>`count(e.id)`.as('count'))
-        .as('signingVolume'),
-    ]);
+      sql<number>`COUNT(DISTINCT e.id)`.as('signingVolume'),
+    ])
+    .groupBy(['o.id', 'o.name', 'o.customerId']);
 
   switch (sortBy) {
     case 'name':
@@ -78,18 +71,11 @@ export async function getSigningVolume({
 
   const countQuery = kyselyPrisma.$kysely
     .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
     .where((eb) =>
-      eb.or([
-        eb('o.name', 'ilike', `%${search}%`),
-        eb.exists(
-          eb
-            .selectFrom('Team as t')
-            .whereRef('t.organisationId', '=', 'o.id')
-            .where('t.name', 'ilike', `%${search}%`),
-        ),
-      ]),
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
     )
-    .select(({ fn }) => [fn.countAll().as('count')]);
+    .select(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
 
   const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
 
@@ -118,77 +104,64 @@ export async function getOrganisationInsights({
   const offset = Math.max(page - 1, 0) * perPage;
 
   const now = new Date();
-  let dateCondition = sql<boolean>`1=1`;
+  let dateCondition = sql`1=1`;
 
   if (startDate && endDate) {
-    dateCondition = sql<boolean>`e."createdAt" >= ${startDate} AND e."createdAt" <= ${endDate}`;
+    dateCondition = sql`e."createdAt" >= ${startDate} AND e."createdAt" <= ${endDate}`;
   } else {
     switch (dateRange) {
       case 'last30days': {
         const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
-        dateCondition = sql<boolean>`e."createdAt" >= ${thirtyDaysAgo}`;
+        dateCondition = sql`e."createdAt" >= ${thirtyDaysAgo}`;
         break;
       }
       case 'last90days': {
         const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
-        dateCondition = sql<boolean>`e."createdAt" >= ${ninetyDaysAgo}`;
+        dateCondition = sql`e."createdAt" >= ${ninetyDaysAgo}`;
         break;
       }
       case 'lastYear': {
         const oneYearAgo = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
-        dateCondition = sql<boolean>`e."createdAt" >= ${oneYearAgo}`;
+        dateCondition = sql`e."createdAt" >= ${oneYearAgo}`;
         break;
       }
       case 'allTime':
       default:
-        dateCondition = sql<boolean>`1=1`;
+        dateCondition = sql`1=1`;
         break;
     }
   }
 
   let findQuery = kyselyPrisma.$kysely
     .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
+    .leftJoin('Envelope as e', (join) =>
+      join
+        .onRef('t.id', '=', 'e.teamId')
+        .on('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
+        .on('e.deletedAt', 'is', null)
+        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
+    )
+    .leftJoin('OrganisationMember as om', 'o.id', 'om.organisationId')
     .leftJoin('Subscription as s', 'o.id', 's.organisationId')
     .where((eb) =>
-      eb.or([
-        eb('o.name', 'ilike', `%${search}%`),
-        eb.exists(
-          eb
-            .selectFrom('Team as t')
-            .whereRef('t.organisationId', '=', 'o.id')
-            .where('t.name', 'ilike', `%${search}%`),
-        ),
-      ]),
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
     )
-    .select((eb) => [
+    .select([
       'o.id as id',
       'o.createdAt as createdAt',
       'o.customerId as customerId',
       sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
+      sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND ${dateCondition} THEN e.id END)`.as(
+        'signingVolume',
+      ),
+      sql<number>`GREATEST(COUNT(DISTINCT t.id), 1)`.as('teamCount'),
+      sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
       sql<string>`CASE WHEN s.status IS NOT NULL THEN s.status ELSE NULL END`.as(
         'subscriptionStatus',
       ),
-      eb
-        .selectFrom('Team as t')
-        .whereRef('t.organisationId', '=', 'o.id')
-        .select(sql<number>`count(t.id)`.as('count'))
-        .as('teamCount'),
-      eb
-        .selectFrom('OrganisationMember as om')
-        .whereRef('om.organisationId', '=', 'o.id')
-        .select(sql<number>`count(om.id)`.as('count'))
-        .as('memberCount'),
-      eb
-        .selectFrom('Envelope as e')
-        .innerJoin('Team as t', 't.id', 'e.teamId')
-        .whereRef('t.organisationId', '=', 'o.id')
-        .where('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
-        .where('e.deletedAt', 'is', null)
-        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
-        .where(dateCondition)
-        .select(sql<number>`count(e.id)`.as('count'))
-        .as('signingVolume'),
-    ]);
+    ])
+    .groupBy(['o.id', 'o.name', 'o.customerId', 's.status']);
 
   switch (sortBy) {
     case 'name':
@@ -208,18 +181,11 @@ export async function getOrganisationInsights({
 
   const countQuery = kyselyPrisma.$kysely
     .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
     .where((eb) =>
-      eb.or([
-        eb('o.name', 'ilike', `%${search}%`),
-        eb.exists(
-          eb
-            .selectFrom('Team as t')
-            .whereRef('t.organisationId', '=', 'o.id')
-            .where('t.name', 'ilike', `%${search}%`),
-        ),
-      ]),
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
     )
-    .select(({ fn }) => [fn.countAll().as('count')]);
+    .select(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
 
   const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
 

packages/lib/server-only/document/get-document-by-token.ts

@@ -103,6 +103,7 @@ export const getDocumentAndSenderByToken = async ({
         select: {
           name: true,
           teamEmail: true,
+          url: true,
           teamGlobalSettings: {
             select: {
               brandingEnabled: true,

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

@@ -10,6 +10,11 @@ import {
 } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import {
+  extractPlaceholdersFromPDF,
+  insertFieldsFromPlaceholdersInPDF,
+  removePlaceholdersFromPDF,
+} from '@documenso/lib/server-only/pdf/auto-place-fields';
 import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -34,6 +39,7 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
 import { extractDerivedDocumentMeta } from '../../utils/document';
 import { createDocumentAuthOptions, createRecipientAuthOptions } from '../../utils/document-auth';
+import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
 import { getTeamSettings } from '../team/get-team-settings';
@@ -256,7 +262,7 @@ export const createEnvelope = async ({
       ? await incrementDocumentId().then((v) => v.formattedDocumentId)
       : await incrementTemplateId().then((v) => v.formattedTemplateId);
 
-  return await prisma.$transaction(async (tx) => {
+  const createdEnvelope = await prisma.$transaction(async (tx) => {
     const envelope = await tx.envelope.create({
       data: {
         id: prefixedId('envelope'),
@@ -376,8 +382,12 @@ export const createEnvelope = async ({
         recipients: true,
         fields: true,
         folder: true,
-        envelopeItems: true,
         envelopeAttachments: true,
+        envelopeItems: {
+          include: {
+            documentData: true,
+          },
+        },
       },
     });
 
@@ -413,4 +423,74 @@ export const createEnvelope = async ({
 
     return createdEnvelope;
   });
+
+  for (const envelopeItem of createdEnvelope.envelopeItems) {
+    const buffer = await getFileServerSide(envelopeItem.documentData);
+    const pdfToProcess = Buffer.from(buffer);
+
+    const envelopeOptions: EnvelopeIdOptions = {
+      type: 'envelopeId',
+      id: createdEnvelope.id,
+    };
+
+    const placeholders = await extractPlaceholdersFromPDF(pdfToProcess);
+
+    if (placeholders.length > 0) {
+      const pdfWithoutPlaceholders = await removePlaceholdersFromPDF(pdfToProcess);
+
+      await insertFieldsFromPlaceholdersInPDF(
+        pdfWithoutPlaceholders,
+        userId,
+        teamId,
+        envelopeOptions,
+        requestMetadata,
+        envelopeItem.id,
+        createdEnvelope.recipients,
+      );
+
+      const titleToUse = envelopeItem.title || title;
+      const fileName = titleToUse.endsWith('.pdf') ? titleToUse : `${titleToUse}.pdf`;
+
+      const newDocumentData = await putPdfFileServerSide({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(pdfWithoutPlaceholders),
+      });
+
+      await prisma.envelopeItem.update({
+        where: {
+          id: envelopeItem.id,
+        },
+        data: {
+          documentDataId: newDocumentData.id,
+        },
+      });
+    }
+  }
+
+  const finalEnvelope = await prisma.envelope.findFirst({
+    where: {
+      id: createdEnvelope.id,
+    },
+    include: {
+      documentMeta: true,
+      recipients: true,
+      fields: true,
+      folder: true,
+      envelopeAttachments: true,
+      envelopeItems: {
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  if (!finalEnvelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  return finalEnvelope;
 };

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

@@ -0,0 +1,347 @@
+import { PDFDocument, rgb } from '@cantoo/pdf-lib';
+import type { Recipient } from '@prisma/client';
+import PDFParser from 'pdf2json';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { createEnvelopeFields } from '@documenso/lib/server-only/field/create-envelope-fields';
+import { type TFieldAndMeta, ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
+import { prisma } from '@documenso/prisma';
+
+import { getPageSize } from './get-page-size';
+import {
+  determineRecipientsForPlaceholders,
+  extractRecipientPlaceholder,
+  findRecipientByPlaceholder,
+  parseFieldMetaFromPlaceholder,
+  parseFieldTypeFromPlaceholder,
+} from './helpers';
+
+const PLACEHOLDER_REGEX = /{{([^}]+)}}/g;
+const DEFAULT_FIELD_HEIGHT_PERCENT = 2;
+const WIDTH_ADJUSTMENT_FACTOR = 0.1;
+const MIN_HEIGHT_THRESHOLD = 0.01;
+
+type TextPosition = {
+  text: string;
+  x: number;
+  y: number;
+  w: number;
+};
+
+type CharIndexMapping = {
+  textPositionIndex: number;
+};
+
+type PlaceholderInfo = {
+  placeholder: string;
+  recipient: string;
+  fieldAndMeta: TFieldAndMeta;
+  page: number;
+  x: number;
+  y: number;
+  width: number;
+  height: number;
+  pageWidth: number;
+  pageHeight: number;
+};
+
+type FieldToCreate = TFieldAndMeta & {
+  envelopeItemId?: string;
+  recipientId: number;
+  page: number;
+  positionX: number;
+  positionY: number;
+  width: number;
+  height: number;
+};
+
+export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
+  return new Promise((resolve, reject) => {
+    const parser = new PDFParser(null, true);
+
+    parser.on('pdfParser_dataError', (errData) => {
+      reject(errData);
+    });
+
+    parser.on('pdfParser_dataReady', (pdfData) => {
+      const placeholders: PlaceholderInfo[] = [];
+
+      pdfData.Pages.forEach((page, pageIndex) => {
+        /*
+          pdf2json returns the PDF page content as an array of characters.
+          We need to concatenate the characters to get the full text.
+          We also need to get the position of the text so we can place the placeholders in the correct position.
+          
+          Page dimensions from PDF2JSON are in "page units" (relative coordinates)
+        */
+        let pageText = '';
+        const textPositions: TextPosition[] = [];
+        const charIndexMappings: CharIndexMapping[] = [];
+
+        page.Texts.forEach((text) => {
+          /*
+            R is an array of objects containing each character, its position and styling information.
+            The decodedText stores the characters, without any other information.
+
+            textPositions stores each character and its position on the page.
+          */
+          const decodedText = text.R.map((run) => decodeURIComponent(run.T)).join('');
+
+          /*
+            For each character in the decodedText, we store its position in the textPositions array.
+            This allows us to quickly find the position of a character in the textPositions array by its index.
+          */
+          for (let i = 0; i < decodedText.length; i++) {
+            charIndexMappings.push({
+              textPositionIndex: textPositions.length,
+            });
+          }
+
+          pageText += decodedText;
+
+          textPositions.push({
+            text: decodedText,
+            x: text.x,
+            y: text.y,
+            w: text.w || 0,
+          });
+        });
+
+        const placeholderMatches = pageText.matchAll(PLACEHOLDER_REGEX);
+
+        /*
+          A placeholder match has the following format:
+
+          [
+            '{{fieldType,recipient,fieldMeta}}',
+            'fieldType,recipient,fieldMeta',
+            'index: <number>',
+            'input: <pdf-text>'
+          ]
+        */
+        for (const placeholderMatch of placeholderMatches) {
+          const placeholder = placeholderMatch[0];
+          const placeholderData = placeholderMatch[1].split(',').map((property) => property.trim());
+
+          const [fieldTypeString, recipient, ...fieldMetaData] = placeholderData;
+
+          const rawFieldMeta = Object.fromEntries(
+            fieldMetaData.map((property) => property.split('=')),
+          );
+
+          const fieldType = parseFieldTypeFromPlaceholder(fieldTypeString);
+          const parsedFieldMeta = parseFieldMetaFromPlaceholder(rawFieldMeta, fieldType);
+
+          const fieldAndMeta: TFieldAndMeta = ZFieldAndMetaSchema.parse({
+            type: fieldType,
+            fieldMeta: parsedFieldMeta,
+          });
+
+          /*
+            Find the position of where the placeholder starts and ends in the text.
+
+            Then find the position of the characters in the textPositions array.
+            This allows us to quickly find the position of a character in the textPositions array by its index.
+          */
+          const placeholderEndCharIndex = placeholderMatch.index + placeholder.length;
+
+          /*
+            Get the index of the placeholder's first and last character in the textPositions array.
+            Used to retrieve the character information from the textPositions array.
+
+            Example:
+              startTextPosIndex - 1
+              endTextPosIndex - 40
+          */
+          const startTextPosIndex = charIndexMappings[placeholderMatch.index].textPositionIndex;
+          const endTextPosIndex = charIndexMappings[placeholderEndCharIndex - 1].textPositionIndex;
+
+          /*
+            Get the placeholder's first and last character information from the textPositions array.
+
+            Example:
+              placeholderStart = { text: '{', x: 100, y: 100, w: 100 }
+              placeholderEnd = { text: '}', x: 200, y: 100, w: 100 }
+          */
+          const placeholderStart = textPositions[startTextPosIndex];
+          const placeholderEnd = textPositions[endTextPosIndex];
+
+          const width =
+            placeholderEnd.x + placeholderEnd.w * WIDTH_ADJUSTMENT_FACTOR - placeholderStart.x;
+
+          placeholders.push({
+            placeholder,
+            recipient,
+            fieldAndMeta,
+            page: pageIndex + 1,
+            x: placeholderStart.x,
+            y: placeholderStart.y,
+            width,
+            height: 1,
+            pageWidth: page.Width,
+            pageHeight: page.Height,
+          });
+        }
+      });
+
+      resolve(placeholders);
+    });
+
+    parser.parseBuffer(pdf);
+  });
+};
+
+export const removePlaceholdersFromPDF = async (pdf: Buffer): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  const pdfDoc = await PDFDocument.load(new Uint8Array(pdf));
+  const pages = pdfDoc.getPages();
+
+  for (const placeholder of placeholders) {
+    const pageIndex = placeholder.page - 1;
+    const page = pages[pageIndex];
+
+    const { width: pdfLibPageWidth, height: pdfLibPageHeight } = getPageSize(page);
+
+    /*
+      Convert PDF2JSON coordinates to pdf-lib coordinates:
+      
+      PDF2JSON uses relative "page units":
+      - x, y, width, height are in page units
+      - Page dimensions (Width, Height) are also in page units
+      
+      pdf-lib uses absolute points (1 point = 1/72 inch):
+      - Need to convert from page units to points
+      - Y-axis in pdf-lib is bottom-up (origin at bottom-left)
+      - Y-axis in PDF2JSON is top-down (origin at top-left)
+    */
+
+    const xPoints = (placeholder.x / placeholder.pageWidth) * pdfLibPageWidth;
+    const yPoints = pdfLibPageHeight - (placeholder.y / placeholder.pageHeight) * pdfLibPageHeight;
+    const widthPoints = (placeholder.width / placeholder.pageWidth) * pdfLibPageWidth;
+    const heightPoints = (placeholder.height / placeholder.pageHeight) * pdfLibPageHeight;
+
+    page.drawRectangle({
+      x: xPoints,
+      y: yPoints - heightPoints, // Adjust for height since y is at baseline
+      width: widthPoints,
+      height: heightPoints,
+      color: rgb(1, 1, 1),
+      borderColor: rgb(1, 1, 1),
+      borderWidth: 2,
+    });
+  }
+
+  const modifiedPdfBytes = await pdfDoc.save();
+
+  return Buffer.from(modifiedPdfBytes);
+};
+
+export const insertFieldsFromPlaceholdersInPDF = async (
+  pdf: Buffer,
+  userId: number,
+  teamId: number,
+  envelopeId: EnvelopeIdOptions,
+  requestMetadata: ApiRequestMetadata,
+  envelopeItemId?: string,
+  recipients?: Pick<Recipient, 'id' | 'email'>[],
+): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  if (placeholders.length === 0) {
+    return pdf;
+  }
+
+  /*
+    A structure that maps the recipient index to the recipient name.
+    Example: 1 => 'Recipient 1'
+  */
+  const recipientPlaceholders = new Map<number, string>();
+
+  for (const placeholder of placeholders) {
+    const { name, recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
+
+    recipientPlaceholders.set(recipientIndex, name);
+  }
+
+  const { envelopeWhereInput } = await getEnvelopeWhereInput({
+    id: envelopeId,
+    userId,
+    teamId,
+    type: null,
+  });
+
+  const envelope = await prisma.envelope.findFirst({
+    where: envelopeWhereInput,
+    select: {
+      id: true,
+      type: true,
+      secondaryId: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  const createdRecipients = await determineRecipientsForPlaceholders(
+    recipients,
+    recipientPlaceholders,
+    envelope,
+    userId,
+    teamId,
+    requestMetadata,
+  );
+
+  const fieldsToCreate: FieldToCreate[] = [];
+
+  for (const placeholder of placeholders) {
+    /*
+      Convert PDF2JSON coordinates to percentage-based coordinates (0-100)
+      The UI expects positionX and positionY as percentages, not absolute points
+      PDF2JSON uses relative coordinates: x/pageWidth and y/pageHeight give us the percentage
+    */
+    const xPercent = (placeholder.x / placeholder.pageWidth) * 100;
+    const yPercent = (placeholder.y / placeholder.pageHeight) * 100;
+
+    const widthPercent = (placeholder.width / placeholder.pageWidth) * 100;
+    const heightPercent = (placeholder.height / placeholder.pageHeight) * 100;
+
+    const recipient = findRecipientByPlaceholder(
+      placeholder.recipient,
+      placeholder.placeholder,
+      recipients,
+      createdRecipients,
+    );
+
+    // Default height percentage if too small (use 2% as a reasonable default)
+    const finalHeightPercent =
+      heightPercent > MIN_HEIGHT_THRESHOLD ? heightPercent : DEFAULT_FIELD_HEIGHT_PERCENT;
+
+    fieldsToCreate.push({
+      ...placeholder.fieldAndMeta,
+      envelopeItemId,
+      recipientId: recipient.id,
+      page: placeholder.page,
+      positionX: xPercent,
+      positionY: yPercent,
+      width: widthPercent,
+      height: finalHeightPercent,
+    });
+  }
+
+  await createEnvelopeFields({
+    userId,
+    teamId,
+    id: envelopeId,
+    fields: fieldsToCreate,
+    requestMetadata,
+  });
+
+  return pdf;
+};

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

@@ -0,0 +1,266 @@
+import { FieldType } from '@prisma/client';
+import { type Envelope, EnvelopeType, RecipientRole } from '@prisma/client';
+import type { Recipient } from '@prisma/client';
+import { match } from 'ts-pattern';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { createEnvelopeRecipients } from '@documenso/lib/server-only/recipient/create-envelope-recipients';
+import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
+import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
+import { prisma } from '@documenso/prisma';
+
+type RecipientPlaceholderInfo = {
+  email: string;
+  name: string;
+  recipientIndex: number;
+};
+
+/*
+  Parse field type string to FieldType enum.
+  Normalizes the input (uppercase, trim) and validates it's a valid field type.
+  This ensures we handle case variations and whitespace, and provides clear error messages.
+*/
+export const parseFieldTypeFromPlaceholder = (fieldTypeString: string): FieldType => {
+  const normalizedType = fieldTypeString.toUpperCase().trim();
+
+  return match(normalizedType)
+    .with('SIGNATURE', () => FieldType.SIGNATURE)
+    .with('FREE_SIGNATURE', () => FieldType.FREE_SIGNATURE)
+    .with('INITIALS', () => FieldType.INITIALS)
+    .with('NAME', () => FieldType.NAME)
+    .with('EMAIL', () => FieldType.EMAIL)
+    .with('DATE', () => FieldType.DATE)
+    .with('TEXT', () => FieldType.TEXT)
+    .with('NUMBER', () => FieldType.NUMBER)
+    .with('RADIO', () => FieldType.RADIO)
+    .with('CHECKBOX', () => FieldType.CHECKBOX)
+    .with('DROPDOWN', () => FieldType.DROPDOWN)
+    .otherwise(() => {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid field type: ${fieldTypeString}`,
+      });
+    });
+};
+
+/*
+  Transform raw field metadata from placeholder format to schema format.
+  Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
+  Converts string values to proper types (booleans, numbers).
+*/
+export const parseFieldMetaFromPlaceholder = (
+  rawFieldMeta: Record<string, string>,
+  fieldType: FieldType,
+): Record<string, unknown> | undefined => {
+  if (fieldType === FieldType.SIGNATURE || fieldType === FieldType.FREE_SIGNATURE) {
+    return;
+  }
+
+  if (Object.keys(rawFieldMeta).length === 0) {
+    return;
+  }
+
+  const fieldTypeString = String(fieldType).toLowerCase();
+
+  const parsedFieldMeta: Record<string, boolean | number | string> = {
+    type: fieldTypeString,
+  };
+
+  /*
+    rawFieldMeta is an object with string keys and string values.
+    It contains string values because the PDF parser returns the values as strings.
+
+    E.g. { 'required': 'true', 'fontSize': '12', 'maxValue': '100', 'minValue': '0', 'characterLimit': '100' }
+  */
+  const rawFieldMetaEntries = Object.entries(rawFieldMeta);
+
+  for (const [property, value] of rawFieldMetaEntries) {
+    if (property === 'readOnly' || property === 'required') {
+      parsedFieldMeta[property] = value === 'true';
+    } else if (
+      property === 'fontSize' ||
+      property === 'maxValue' ||
+      property === 'minValue' ||
+      property === 'characterLimit'
+    ) {
+      const numValue = Number(value);
+
+      if (!Number.isNaN(numValue)) {
+        parsedFieldMeta[property] = numValue;
+      }
+    } else {
+      parsedFieldMeta[property] = value;
+    }
+  }
+
+  return parsedFieldMeta;
+};
+
+export const extractRecipientPlaceholder = (placeholder: string): RecipientPlaceholderInfo => {
+  const indexMatch = placeholder.match(/^r(\d+)$/i);
+
+  if (!indexMatch) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Invalid recipient placeholder format: ${placeholder}. Expected format: r1, r2, r3, etc.`,
+    });
+  }
+
+  const recipientIndex = Number(indexMatch[1]);
+
+  return {
+    email: `recipient.${recipientIndex}@documenso.com`,
+    name: `Recipient ${recipientIndex}`,
+    recipientIndex,
+  };
+};
+
+/*
+  Finds a recipient based on a placeholder reference.
+  If recipients array is provided, uses index-based matching (r1 -> recipients[0], etc.).
+  Otherwise, uses email-based matching from createdRecipients.
+*/
+export const findRecipientByPlaceholder = (
+  recipientPlaceholder: string,
+  placeholder: string,
+  recipients: Pick<Recipient, 'id' | 'email'>[] | undefined,
+  createdRecipients: Pick<Recipient, 'id' | 'email'>[],
+): Pick<Recipient, 'id' | 'email'> => {
+  if (recipients && recipients.length > 0) {
+    /*
+      Map placeholder by index: r1 -> recipients[0], r2 -> recipients[1], etc.
+      recipientIndex is 1-based, so we subtract 1 to get the array index.
+    */
+    const { recipientIndex } = extractRecipientPlaceholder(recipientPlaceholder);
+    const recipientArrayIndex = recipientIndex - 1;
+
+    if (recipientArrayIndex < 0 || recipientArrayIndex >= recipients.length) {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Recipient placeholder ${recipientPlaceholder} (index ${recipientIndex}) is out of range. Provided ${recipients.length} recipient(s).`,
+      });
+    }
+
+    return recipients[recipientArrayIndex];
+  }
+
+  /*
+    Use email-based matching for placeholder recipients.
+  */
+  const { email } = extractRecipientPlaceholder(recipientPlaceholder);
+  const recipient = createdRecipients.find((r) => r.email === email);
+
+  if (!recipient) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Could not find recipient ID for placeholder: ${placeholder}`,
+    });
+  }
+
+  return recipient;
+};
+
+/*
+  Determines the recipients to use for field creation.
+  If recipients are provided, uses them directly.
+  Otherwise, creates recipients from placeholders.
+*/
+export const determineRecipientsForPlaceholders = async (
+  recipients: Pick<Recipient, 'id' | 'email'>[] | undefined,
+  recipientPlaceholders: Map<number, string>,
+  envelope: Pick<Envelope, 'id' | 'type' | 'secondaryId'>,
+  userId: number,
+  teamId: number,
+  requestMetadata: ApiRequestMetadata,
+): Promise<Pick<Recipient, 'id' | 'email'>[]> => {
+  if (recipients && recipients.length > 0) {
+    return recipients;
+  }
+
+  return createRecipientsFromPlaceholders(
+    recipientPlaceholders,
+    envelope,
+    userId,
+    teamId,
+    requestMetadata,
+  );
+};
+
+export const createRecipientsFromPlaceholders = async (
+  recipientPlaceholders: Map<number, string>,
+  envelope: Pick<Envelope, 'id' | 'type' | 'secondaryId'>,
+  userId: number,
+  teamId: number,
+  requestMetadata: ApiRequestMetadata,
+): Promise<Pick<Recipient, 'id' | 'email'>[]> => {
+  const recipientsToCreate = Array.from(
+    recipientPlaceholders.entries(),
+    ([recipientIndex, name]) => {
+      return {
+        email: `recipient.${recipientIndex}@documenso.com`,
+        name,
+        role: RecipientRole.SIGNER,
+        signingOrder: recipientIndex,
+      };
+    },
+  );
+
+  const existingRecipients = await prisma.recipient.findMany({
+    where: {
+      envelopeId: envelope.id,
+    },
+    select: {
+      id: true,
+      email: true,
+    },
+  });
+
+  const existingEmails = new Set(existingRecipients.map((r) => r.email));
+  const recipientsToCreateFiltered = recipientsToCreate.filter(
+    (recipient) => !existingEmails.has(recipient.email),
+  );
+
+  if (recipientsToCreateFiltered.length === 0) {
+    return existingRecipients;
+  }
+
+  const newRecipients = await match(envelope.type)
+    .with(EnvelopeType.DOCUMENT, async () => {
+      const envelopeId: EnvelopeIdOptions = {
+        type: 'envelopeId',
+        id: envelope.id,
+      };
+
+      const { recipients } = await createEnvelopeRecipients({
+        userId,
+        teamId,
+        id: envelopeId,
+        recipients: recipientsToCreateFiltered,
+        requestMetadata,
+      });
+
+      return recipients;
+    })
+    .with(EnvelopeType.TEMPLATE, async () => {
+      const templateId = mapSecondaryIdToTemplateId(envelope.secondaryId ?? '');
+
+      const envelopeId: EnvelopeIdOptions = {
+        type: 'templateId',
+        id: templateId,
+      };
+
+      const { recipients } = await createEnvelopeRecipients({
+        userId,
+        teamId,
+        id: envelopeId,
+        recipients: recipientsToCreateFiltered,
+        requestMetadata,
+      });
+
+      return recipients;
+    })
+    .otherwise(() => {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid envelope type: ${envelope.type}`,
+      });
+    });
+
+  return [...existingRecipients, ...newRecipients];
+};

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

@@ -23,5 +23,7 @@ export const normalizePdf = async (pdf: Buffer) => {
   await flattenForm(pdfDoc);
   flattenAnnotations(pdfDoc);
 
-  return Buffer.from(await pdfDoc.save());
+  const normalizedPdfBytes = await pdfDoc.save();
+
+  return Buffer.from(normalizedPdfBytes);
 };

packages/lib/translations/pl/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: pl\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-11-17 02:33\n"
+"PO-Revision-Date: 2025-11-20 02:32\n"
 "Last-Translator: \n"
 "Language-Team: Polish\n"
 "Plural-Forms: nplurals=4; plural=(n==1 ? 0 : (n%10>=2 && n%10<=4) && (n%100<12 || n%100>14) ? 1 : n!=1 && (n%10>=0 && n%10<=1) || (n%10>=5 && n%10<=9) || (n%100>=12 && n%100<=14) ? 2 : 3);\n"
@@ -179,7 +179,7 @@ msgstr "Sprawdź i {recipientActionVerb} dokument utworzony przez zespół {0}"
 #: apps/remix/app/components/general/envelope/envelope-drop-zone-wrapper.tsx
 #: apps/remix/app/components/general/document/document-upload-button-legacy.tsx
 msgid "{0} of {1} documents remaining this month."
-msgstr "{0} z {1} dokumentów pozostałych w tym miesiącu."
+msgstr "Pozostało {0} z {1} dokumentów w tym miesiącu."
 
 #. placeholder {0}: table.getFilteredSelectedRowModel().rows.length
 #. placeholder {1}: table.getFilteredRowModel().rows.length

packages/lib/utils/envelope-download.ts

@@ -8,15 +8,17 @@ export type EnvelopeItemPdfUrlOptions =
       envelopeItem: Pick<EnvelopeItem, 'id' | 'envelopeId'>;
       token: string | undefined;
       version: 'original' | 'signed';
+      presignToken?: undefined;
     }
   | {
       type: 'view';
       envelopeItem: Pick<EnvelopeItem, 'id' | 'envelopeId'>;
       token: string | undefined;
+      presignToken?: string | undefined;
     };
 
 export const getEnvelopeItemPdfUrl = (options: EnvelopeItemPdfUrlOptions) => {
-  const { envelopeItem, token, type } = options;
+  const { envelopeItem, token, type, presignToken } = options;
 
   const { id, envelopeId } = envelopeItem;
 
@@ -24,11 +26,11 @@ export const getEnvelopeItemPdfUrl = (options: EnvelopeItemPdfUrlOptions) => {
     const version = options.version;
 
     return token
-      ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/token/${token}/envelopeItem/${id}/download/${version}`
+      ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/token/${token}/envelopeItem/${id}/download/${version}${presignToken ? `?presignToken=${presignToken}` : ''}`
       : `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/envelope/${envelopeId}/envelopeItem/${id}/download/${version}`;
   }
 
   return token
-    ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/token/${token}/envelopeItem/${id}`
+    ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/token/${token}/envelopeItem/${id}${presignToken ? `?presignToken=${presignToken}` : ''}`
     : `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/envelope/${envelopeId}/envelopeItem/${id}`;
 };

packages/prisma/migrations/20251119022255_add_indexes_for_insights/migration.sql

@@ -1,29 +0,0 @@
--- CreateIndex
-CREATE INDEX "Envelope_teamId_deletedAt_type_status_idx" ON "Envelope"("teamId", "deletedAt", "type", "status");
-
--- CreateIndex
-CREATE INDEX "Envelope_teamId_deletedAt_type_createdAt_idx" ON "Envelope"("teamId", "deletedAt", "type", "createdAt");
-
--- CreateIndex
-CREATE INDEX "Envelope_userId_deletedAt_type_idx" ON "Envelope"("userId", "deletedAt", "type");
-
--- CreateIndex
-CREATE INDEX "Envelope_status_deletedAt_type_idx" ON "Envelope"("status", "deletedAt", "type");
-
--- CreateIndex
-CREATE INDEX "Organisation_name_idx" ON "Organisation"("name");
-
--- CreateIndex
-CREATE INDEX "OrganisationMember_organisationId_idx" ON "OrganisationMember"("organisationId");
-
--- CreateIndex
-CREATE INDEX "Recipient_email_idx" ON "Recipient"("email");
-
--- CreateIndex
-CREATE INDEX "Recipient_signedAt_idx" ON "Recipient"("signedAt");
-
--- CreateIndex
-CREATE INDEX "Recipient_envelopeId_signedAt_idx" ON "Recipient"("envelopeId", "signedAt");
-
--- CreateIndex
-CREATE INDEX "Team_organisationId_name_idx" ON "Team"("organisationId", "name");

packages/prisma/schema.prisma

@@ -433,10 +433,6 @@ model Envelope {
   @@index([folderId])
   @@index([teamId])
   @@index([userId])
-  @@index([teamId, deletedAt, type, status])
-  @@index([teamId, deletedAt, type, createdAt])
-  @@index([userId, deletedAt, type])
-  @@index([status, deletedAt, type])
 }
 
 model EnvelopeItem {
@@ -589,9 +585,6 @@ model Recipient {
 
   @@index([envelopeId])
   @@index([token])
-  @@index([email])
-  @@index([signedAt])
-  @@index([envelopeId, signedAt])
 }
 
 enum FieldType {
@@ -701,8 +694,6 @@ model Organisation {
 
   organisationAuthenticationPortalId String                           @unique
   organisationAuthenticationPortal   OrganisationAuthenticationPortal @relation(fields: [organisationAuthenticationPortalId], references: [id])
-
-  @@index([name])
 }
 
 model OrganisationMember {
@@ -719,7 +710,6 @@ model OrganisationMember {
   organisationGroupMembers OrganisationGroupMember[]
 
   @@unique([userId, organisationId])
-  @@index([organisationId])
 }
 
 model OrganisationMemberInvite {
@@ -894,7 +884,6 @@ model Team {
   teamGlobalSettings   TeamGlobalSettings @relation(fields: [teamGlobalSettingsId], references: [id], onDelete: Cascade)
 
   @@index([organisationId])
-  @@index([organisationId, name])
 }
 
 model TeamEmail {

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

@@ -25,6 +25,7 @@ import { redistributeEnvelopeRoute } from './redistribute-envelope';
 import { setEnvelopeFieldsRoute } from './set-envelope-fields';
 import { setEnvelopeRecipientsRoute } from './set-envelope-recipients';
 import { signEnvelopeFieldRoute } from './sign-envelope-field';
+import { signingStatusEnvelopeRoute } from './signing-status-envelope';
 import { updateEnvelopeRoute } from './update-envelope';
 import { updateEnvelopeItemsRoute } from './update-envelope-items';
 import { useEnvelopeRoute } from './use-envelope';
@@ -72,4 +73,5 @@ export const envelopeRouter = router({
   duplicate: duplicateEnvelopeRoute,
   distribute: distributeEnvelopeRoute,
   redistribute: redistributeEnvelopeRoute,
+  signingStatus: signingStatusEnvelopeRoute,
 });

packages/trpc/server/envelope-router/signing-status-envelope.ts

@@ -0,0 +1,82 @@
+import { DocumentStatus, EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { prisma } from '@documenso/prisma';
+
+import { maybeAuthenticatedProcedure } from '../trpc';
+import {
+  ZSigningStatusEnvelopeRequestSchema,
+  ZSigningStatusEnvelopeResponseSchema,
+} from './signing-status-envelope.types';
+
+// Internal route - not intended for public API usage
+export const signingStatusEnvelopeRoute = maybeAuthenticatedProcedure
+  .input(ZSigningStatusEnvelopeRequestSchema)
+  .output(ZSigningStatusEnvelopeResponseSchema)
+  .query(async ({ input, ctx }) => {
+    const { token } = input;
+
+    ctx.logger.info({
+      input: {
+        token,
+      },
+    });
+
+    const envelope = await prisma.envelope.findFirst({
+      where: {
+        type: EnvelopeType.DOCUMENT,
+        recipients: {
+          some: {
+            token,
+          },
+        },
+      },
+      include: {
+        recipients: {
+          select: {
+            id: true,
+            name: true,
+            email: true,
+            signingStatus: true,
+            role: true,
+          },
+        },
+      },
+    });
+
+    if (!envelope) {
+      throw new AppError(AppErrorCode.NOT_FOUND, {
+        message: 'Envelope not found',
+      });
+    }
+
+    // Check if envelope is rejected
+    if (envelope.status === DocumentStatus.REJECTED) {
+      return {
+        status: 'REJECTED',
+      };
+    }
+
+    if (envelope.status === DocumentStatus.COMPLETED) {
+      return {
+        status: 'COMPLETED',
+      };
+    }
+
+    const isComplete =
+      envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
+      envelope.recipients.every(
+        (recipient) =>
+          recipient.role === RecipientRole.CC || recipient.signingStatus === SigningStatus.SIGNED,
+      );
+
+    if (isComplete) {
+      return {
+        status: 'PROCESSING',
+      };
+    }
+
+    return {
+      status: 'PENDING',
+    };
+  });

packages/trpc/server/envelope-router/signing-status-envelope.types.ts

@@ -0,0 +1,14 @@
+import { z } from 'zod';
+
+export const EnvelopeSigningStatus = z.enum(['PENDING', 'PROCESSING', 'COMPLETED', 'REJECTED']);
+
+export const ZSigningStatusEnvelopeRequestSchema = z.object({
+  token: z.string().describe('The recipient token to check the signing status for'),
+});
+
+export const ZSigningStatusEnvelopeResponseSchema = z.object({
+  status: EnvelopeSigningStatus.describe('The current signing status of the envelope'),
+});
+
+export type TSigningStatusEnvelopeRequest = z.infer<typeof ZSigningStatusEnvelopeRequestSchema>;
+export type TSigningStatusEnvelopeResponse = z.infer<typeof ZSigningStatusEnvelopeResponseSchema>;

packages/ui/components/document/document-share-button.tsx

@@ -127,11 +127,11 @@ export const DocumentShareButton = ({
           <Button
             variant="outline"
             disabled={!token || !documentId}
-            className={cn('flex-1 text-[11px]', className)}
+            className={cn('h-11 w-full max-w-lg flex-1', className)}
             loading={isLoading}
           >
             {!isLoading && <Sparkles className="mr-2 h-5 w-5" />}
-            <Trans>Share Signature Card</Trans>
+            <Trans>Share</Trans>
           </Button>
         )}
       </DialogTrigger>

packages/ui/primitives/pdf-viewer.tsx

@@ -56,6 +56,7 @@ export type PDFViewerProps = {
   className?: string;
   envelopeItem: Pick<EnvelopeItem, 'id' | 'envelopeId'>;
   token: string | undefined;
+  presignToken?: string | undefined;
   version: 'original' | 'signed';
   onDocumentLoad?: (_doc: LoadedPDFDocument) => void;
   onPageClick?: OnPDFViewerPageClick;
@@ -67,6 +68,7 @@ export const PDFViewer = ({
   className,
   envelopeItem,
   token,
+  presignToken,
   version,
   onDocumentLoad,
   onPageClick,
@@ -166,6 +168,7 @@ export const PDFViewer = ({
           type: 'view',
           envelopeItem: envelopeItem,
           token,
+          presignToken,
         });
 
         const bytes = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());

turbo.json

@@ -119,6 +119,7 @@
     "GOOGLE_APPLICATION_CREDENTIALS",
     "E2E_TEST_AUTHENTICATE_USERNAME",
     "E2E_TEST_AUTHENTICATE_USER_EMAIL",
-    "E2E_TEST_AUTHENTICATE_USER_PASSWORD"
+    "E2E_TEST_AUTHENTICATE_USER_PASSWORD",
+    "NEXT_PRIVATE_OIDC_PROMPT"
   ]
 }