v2.2.6

Previously you had to have explicit knowledge of the
feature and enable it in order to use AI assisted field
detection.

This surfaces it by having a secondary dialog prompting
for enablement.

Also includes a fix for CC recipients not getting marked
as signed in weird edge cases.

.github/workflows/e2e-tests.yml

@@ -1,14 +1,19 @@
 name: Playwright Tests
 on:
   push:
-    branches: ['main', 'feat/rr7']
+    branches: ['main']
   pull_request:
     branches: ['main']
+
+concurrency:
+  group: ci-${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: true
+
 jobs:
   e2e_tests:
     name: 'E2E Tests'
     timeout-minutes: 60
-    runs-on: warp-ubuntu-2204-x64-16x
+    runs-on: warp-ubuntu-2204-x64-8x
     steps:
       - uses: actions/checkout@v4
 
@@ -28,9 +33,6 @@ jobs:
       - name: Seed the database
         run: npm run prisma:seed
 
-      - name: Build app
-        run: npm run build
-
       - name: Install playwright browsers
         run: npx playwright install --with-deps
 
@@ -45,7 +47,7 @@ jobs:
         with:
           name: test-results
           path: 'packages/app-tests/**/test-results/*'
-          retention-days: 30
+          retention-days: 7
     env:
       TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
       TURBO_TEAM: ${{ vars.TURBO_TEAM }}

.github/workflows/translations-upload.yml

@@ -17,6 +17,7 @@ jobs:
     environment: Translations
     permissions:
       contents: write
+      pull-requests: write
     steps:
       - name: Checkout
         uses: actions/checkout@v4
@@ -26,12 +27,54 @@ jobs:
       - name: Extract translations
         run: npm run translate:extract
 
-      - name: Check and commit any files created
+      - name: Commit changes and push to reserved branch
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         run: |
+          set -euo pipefail
+
+          BRANCH="chore/extract-translations"
+
           git config --global user.name 'github-actions'
           git config --global user.email 'github-actions@documenso.com'
+
+          git fetch origin
+
+          # Create branch locally (always reset to main)
+          git checkout -B "$BRANCH" origin/main
+
+          # Stage translation output
           git add packages/lib/translations
-          git diff --staged --quiet --exit-code || (git commit -m "chore: extract translations" && git push)
+
+          # If no changes, exit early
+          if git diff --staged --quiet; then
+            echo "No translation changes found."
+            exit 0
+          fi
+
+          # Commit fresh snapshot
+          git commit -m "chore: extract translations"
+
+          # Force push reserved branch
+          git push origin "$BRANCH" --force
+
+          # Does a PR already exist?
+          EXISTING_PR=$(gh pr list \
+            --state open \
+            --head "$BRANCH" \
+            --json number \
+            --jq '.[0].number // empty')
+
+          if [ -z "$EXISTING_PR" ]; then
+            echo "No existing PR — creating new one."
+            gh pr create \
+              --title "chore: extract translations" \
+              --body "Automated translation extraction" \
+              --base main \
+              --head "$BRANCH"
+          else
+            echo "PR #$EXISTING_PR already exists — not creating a new one."
+          fi
 
       - name: Compile translations
         id: compile_translations

apps/documentation/pages/users/documents/fields.mdx

@@ -178,7 +178,7 @@ The dropdown/select field collects a single choice from a list of options.
 
 Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
 
-{/* ![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp) */}
+![The dropdown/select field in the Documenso document editor](/document-signing/dropdown-field-document-editor-view.webp)
 
 The dropdown/select field settings include:
 

apps/remix/app/components/dialogs/ai-features-enable-dialog.tsx

@@ -0,0 +1,141 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { useCurrentTeam } from '~/providers/team';
+
+type AiFeaturesEnableDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onEnabled: () => void;
+};
+
+export const AiFeaturesEnableDialog = ({
+  open,
+  onOpenChange,
+  onEnabled,
+}: AiFeaturesEnableDialogProps) => {
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
+  const isTeamAdmin = team.currentTeamRole === TeamMemberRole.ADMIN;
+  const isOrganisationAdmin = organisation.currentOrganisationRole === OrganisationMemberRole.ADMIN;
+  const canEnableAiFeatures = isTeamAdmin || isOrganisationAdmin;
+
+  const [error, setError] = useState<string | null>(null);
+
+  const { mutateAsync: updateTeamSettings, isPending: isUpdatingTeamSettings } =
+    trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateOrganisationSettings, isPending: isUpdatingOrganisationSettings } =
+    trpc.organisation.settings.update.useMutation();
+
+  const isSubmitting = isUpdatingTeamSettings || isUpdatingOrganisationSettings;
+
+  const onEnableClick = async () => {
+    if (!canEnableAiFeatures) {
+      return;
+    }
+
+    setError(null);
+
+    try {
+      if (isTeamAdmin) {
+        await updateTeamSettings({
+          teamId: team.id,
+          data: { aiFeaturesEnabled: true },
+        });
+      } else {
+        await updateOrganisationSettings({
+          organisationId: organisation.id,
+          data: { aiFeaturesEnabled: true },
+        });
+      }
+
+      onEnabled();
+      onOpenChange(false);
+    } catch (err) {
+      console.error('Failed to enable AI features', err);
+      setError(
+        err instanceof Error
+          ? err.message
+          : t`We couldn't enable AI features right now. Please try again.`,
+      );
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Enable AI features</Trans>
+          </DialogTitle>
+        </DialogHeader>
+
+        <div className="space-y-4">
+          <p className="text-sm text-muted-foreground">
+            <Trans>
+              Turn on AI detection to automatically find recipients and fields in your documents. AI
+              providers do not retain your data for training.
+            </Trans>
+          </p>
+
+          <Alert variant="neutral">
+            <AlertDescription>
+              <Trans>
+                Your document content will be sent securely to our AI provider solely for detection
+                and will not be stored or used for training.
+              </Trans>
+            </AlertDescription>
+          </Alert>
+
+          {canEnableAiFeatures ? (
+            <p className="text-sm text-muted-foreground">
+              <Trans>
+                You're an admin. You can enable AI features for this team right away. Everyone on
+                the team will see AI detection once enabled.
+              </Trans>
+            </p>
+          ) : (
+            <p className="text-sm text-muted-foreground">
+              <Trans>
+                AI features are disabled for your team. Please ask your team owner or organisation
+                owner to enable them.
+              </Trans>
+            </p>
+          )}
+
+          {error ? <p className="text-sm text-destructive">{error}</p> : null}
+        </div>
+
+        <DialogFooter>
+          <Button type="button" variant="ghost" onClick={() => onOpenChange(false)}>
+            <Trans>Close</Trans>
+          </Button>
+
+          {canEnableAiFeatures ? (
+            <Button type="button" onClick={() => void onEnableClick()} loading={isSubmitting}>
+              <Trans>Enable AI features</Trans>
+            </Button>
+          ) : null}
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/ai-field-detection-dialog.tsx

@@ -3,7 +3,7 @@ import { useCallback, useEffect, useMemo, useState } from 'react';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Plural, Trans } from '@lingui/react/macro';
 import { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
 
 import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
@@ -232,10 +232,19 @@ export const AiFieldDetectionDialog = ({
 
               {progress && (
                 <p className="mt-2 text-xs text-muted-foreground/60">
-                  <Trans>
+                  <Plural
-                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
+                    value={progress.fieldsDetected}
-                    {progress.fieldsDetected} field(s) found
+                    one={
-                  </Trans>
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # field found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # fields found
+                      </Trans>
+                    }
+                  />
                 </p>
               )}
 
@@ -279,7 +288,11 @@ export const AiFieldDetectionDialog = ({
               ) : (
                 <>
                   <p className="text-sm text-muted-foreground">
-                    <Trans>We found {detectedFields.length} field(s) in your document.</Trans>
+                    <Plural
+                      value={detectedFields.length}
+                      one="We found # field in your document."
+                      other="We found # fields in your document."
+                    />
                   </p>
 
                   <ul className="mt-4 divide-y rounded-lg border">

apps/remix/app/components/dialogs/ai-recipient-detection-dialog.tsx

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Plural, Trans } from '@lingui/react/macro';
 import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
@@ -190,10 +190,19 @@ export const AiRecipientDetectionDialog = ({
 
               {progress && (
                 <p className="mt-2 text-xs text-muted-foreground/60">
-                  <Trans>
+                  <Plural
-                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
+                    value={progress.recipientsDetected}
-                    {progress.recipientsDetected} recipient(s) found
+                    one={
-                  </Trans>
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipient found
+                      </Trans>
+                    }
+                    other={
+                      <Trans>
+                        Page {progress.pagesProcessed} of {progress.totalPages} - # recipients found
+                      </Trans>
+                    }
+                  />
                 </p>
               )}
 
@@ -237,9 +246,11 @@ export const AiRecipientDetectionDialog = ({
               ) : (
                 <>
                   <p className="text-sm text-muted-foreground">
-                    <Trans>
+                    <Plural
-                      We found {detectedRecipients.length} recipient(s) in your document.
+                      value={detectedRecipients.length}
-                    </Trans>
+                      one="We found # recipient in your document."
+                      other="We found # recipients in your document."
+                    />
                   </p>
 
                   <ul className="mt-4 divide-y rounded-lg border">

apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx

@@ -19,6 +19,7 @@ import * as z from 'zod';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
 import { cn } from '@documenso/ui/lib/utils';
@@ -129,18 +130,43 @@ export const EnvelopeDistributeDialog = ({
 
   const distributionMethod = watch('meta.distributionMethod');
 
+  const recipientsWithIndex = useMemo(
+    () =>
+      envelope.recipients.map((recipient, index) => ({
+        ...recipient,
+        index,
+      })),
+    [envelope.recipients],
+  );
+
   const recipientsMissingSignatureFields = useMemo(
     () =>
-      envelope.recipients.filter(
+      recipientsWithIndex.filter(
         (recipient) =>
           recipient.role === RecipientRole.SIGNER &&
           !envelope.fields.some(
             (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
           ),
       ),
-    [envelope.recipients, envelope.fields],
+    [recipientsWithIndex, envelope.fields],
   );
 
+  /**
+   * List of recipients who must have an email due to having auth enabled.
+   */
+  const recipientsMissingRequiredEmail = useMemo(() => {
+    return recipientsWithIndex.filter((recipient) => {
+      const auth = extractDocumentAuthMethods({
+        documentAuth: envelope.authOptions,
+        recipientAuth: recipient.authOptions,
+      });
+
+      return (
+        (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) && !recipient.email
+      );
+    });
+  }, [recipientsWithIndex, envelope.authOptions]);
+
   const invalidEnvelopeCode = useMemo(() => {
     if (recipientsMissingSignatureFields.length > 0) {
       return 'MISSING_SIGNATURES';
@@ -150,8 +176,12 @@ export const EnvelopeDistributeDialog = ({
       return 'MISSING_RECIPIENTS';
     }
 
+    if (recipientsMissingRequiredEmail.length > 0) {
+      return 'MISSING_REQUIRED_EMAIL';
+    }
+
     return null;
-  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+  }, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
 
   const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
     try {
@@ -444,7 +474,22 @@ export const EnvelopeDistributeDialog = ({
 
                     <ul className="ml-2 mt-1 list-inside list-disc">
                       {recipientsMissingSignatureFields.map((recipient) => (
-                        <li key={recipient.id}>{recipient.email}</li>
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .with('MISSING_REQUIRED_EMAIL', () => (
+                  <AlertDescription>
+                    <Trans>The following recipients require an email address:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingRequiredEmail.map((recipient) => (
+                        <li key={recipient.id}>
+                          {recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
+                        </li>
                       ))}
                     </ul>
                   </AlertDescription>

apps/remix/app/components/dialogs/sign-field-email-dialog.tsx

@@ -24,7 +24,10 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 
 const ZSignFieldEmailFormSchema = z.object({
-  email: z.string().min(1, { message: msg`Email is required`.id }),
+  email: z
+    .string()
+    .email()
+    .min(1, { message: msg`Email is required`.id }),
 });
 
 type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;

apps/remix/app/components/dialogs/template-use-dialog.tsx

@@ -21,6 +21,7 @@ import {
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -65,7 +66,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number(),
-      email: z.string().email(),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       signingOrder: z.number().optional(),
     }),
@@ -100,12 +101,29 @@ export function TemplateUseDialog({
 
   const [open, setOpen] = useState(false);
 
-  const form = useForm<TAddRecipientsForNewDocumentSchema>({
+  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
-    resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
+    {
-    defaultValues: {
+      envelopeId,
+    },
+    {
+      placeholderData: (previousData) => previousData,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+      enabled: open,
+    },
+  );
+
+  const envelopeItems = response?.data ?? [];
+
+  const generateDefaultFormValues = () => {
+    return {
       distributeDocument: false,
       useCustomDocument: false,
-      customDocumentData: [],
+      customDocumentData: envelopeItems.map((item) => ({
+        title: item.title,
+        data: undefined,
+        envelopeItemId: item.id,
+      })),
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -124,7 +142,12 @@ export function TemplateUseDialog({
             signingOrder: recipient.signingOrder ?? undefined,
           };
         }),
-    },
+    };
+  };
+
+  const form = useForm<TAddRecipientsForNewDocumentSchema>({
+    resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
+    defaultValues: generateDefaultFormValues(),
   });
 
   const { replace, fields: localCustomDocumentData } = useFieldArray({
@@ -132,19 +155,6 @@ export function TemplateUseDialog({
     name: 'customDocumentData',
   });
 
-  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
-    {
-      envelopeId,
-    },
-    {
-      placeholderData: (previousData) => previousData,
-      ...SKIP_QUERY_BATCH_META,
-      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    },
-  );
-
-  const envelopeItems = response?.data ?? [];
-
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
@@ -214,8 +224,8 @@ export function TemplateUseDialog({
   });
 
   useEffect(() => {
-    if (!open) {
+    if (open) {
-      form.reset();
+      form.reset(generateDefaultFormValues());
     }
   }, [open, form]);
 
@@ -322,7 +332,7 @@ export function TemplateUseDialog({
                             <Input
                               {...field}
                               aria-label="Name"
-                              placeholder={recipients[index].name || _(msg`Name`)}
+                              placeholder={recipients[index].name || _(msg`Recipient ${index + 1}`)}
                             />
                           </FormControl>
                           <FormMessage />
@@ -349,7 +359,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
                               <label
-                                className="text-muted-foreground ml-2 flex items-center text-sm"
+                                className="ml-2 flex items-center text-sm text-muted-foreground"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Send document</Trans>
@@ -358,7 +368,7 @@ export function TemplateUseDialog({
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
 
-                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                                     <p>
                                       <Trans>
                                         The document will be immediately sent to recipients if this
@@ -378,7 +388,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.NONE && (
                               <label
-                                className="text-muted-foreground ml-2 flex items-center text-sm"
+                                className="ml-2 flex items-center text-sm text-muted-foreground"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Create as pending</Trans>
@@ -386,7 +396,7 @@ export function TemplateUseDialog({
                                   <TooltipTrigger type="button">
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
-                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                                     <p>
                                       <Trans>
                                         Create the document as pending and ready to sign.
@@ -432,7 +442,7 @@ export function TemplateUseDialog({
                           }}
                         />
                         <label
-                          className="text-muted-foreground ml-2 flex items-center text-sm"
+                          className="ml-2 flex items-center text-sm text-muted-foreground"
                           htmlFor="useCustomDocument"
                         >
                           <Trans>Upload custom document</Trans>
@@ -440,7 +450,7 @@ export function TemplateUseDialog({
                             <TooltipTrigger type="button">
                               <InfoIcon className="mx-1 h-4 w-4" />
                             </TooltipTrigger>
-                            <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                            <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
                               <p>
                                 <Trans>
                                   Upload a custom document to use instead of the template's default
@@ -470,19 +480,19 @@ export function TemplateUseDialog({
                               <FormControl>
                                 <div
                                   key={item.id}
-                                  className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+                                  className="flex items-center gap-4 rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
                                 >
                                   <div className="flex-shrink-0">
-                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                                    <div className="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
-                                      <FileTextIcon className="text-primary h-5 w-5" />
+                                      <FileTextIcon className="h-5 w-5 text-primary" />
                                     </div>
                                   </div>
 
                                   <div className="min-w-0 flex-1">
-                                    <h4 className="text-foreground truncate text-sm font-medium">
+                                    <h4 className="truncate text-sm font-medium text-foreground">
                                       {item.title}
                                     </h4>
-                                    <p className="text-muted-foreground mt-0.5 text-xs">
+                                    <p className="mt-0.5 text-xs text-muted-foreground">
                                       {field.value ? (
                                         <div>
                                           <Trans>

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -5,6 +5,7 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
 } from '@documenso/lib/types/document-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
@@ -55,7 +56,7 @@ export const ZConfigureTemplateEmbedFormSchema = ZConfigureEmbedFormSchema.exten
       nativeId: z.number().optional(),
       formId: z.string(),
       name: z.string(),
-      email: z.union([z.string().length(0), z.string().email('Invalid email address')]),
+      email: ZRecipientEmailSchema,
       role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
       signingOrder: z.number().optional(),
       disabled: z.boolean().optional(),

apps/remix/app/components/general/avatar-with-recipient.tsx

@@ -56,13 +56,13 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
       />
 
       <div
-        className="text-muted-foreground text-sm"
+        className="text-sm text-muted-foreground"
         title={
           signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined
         }
       >
-        <p>{recipient.email}</p>
+        <p>{recipient.email || recipient.name}</p>
-        <p className="text-muted-foreground/70 text-xs">
+        <p className="text-xs text-muted-foreground/70">
           {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
         </p>
       </div>

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

@@ -57,12 +57,13 @@ export type DocumentSigningCompleteDialogProps = {
     name: string;
     email: string;
   };
-  directTemplatePayload?: {
+  recipientPayload?: {
     name: string;
     email: string;
   };
   buttonSize?: 'sm' | 'lg';
   position?: 'start' | 'end' | 'center';
+  disableNameInput?: boolean;
 };
 
 const ZNextSignerFormSchema = z.object({
@@ -89,10 +90,11 @@ export const DocumentSigningCompleteDialog = ({
   recipient,
   disabled = false,
   allowDictateNextSigner = false,
-  directTemplatePayload,
+  recipientPayload,
   defaultNextSigner,
   buttonSize = 'lg',
   position,
+  disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
   const { t } = useLingui();
 
@@ -113,11 +115,11 @@ export const DocumentSigningCompleteDialog = ({
     },
   });
 
-  const directRecipientForm = useForm<TDirectRecipientFormSchema>({
+  const recipientForm = useForm<TDirectRecipientFormSchema>({
     resolver: zodResolver(ZDirectRecipientFormSchema),
     defaultValues: {
-      name: directTemplatePayload?.name ?? '',
+      name: recipientPayload?.name ?? '',
-      email: directTemplatePayload?.email ?? '',
+      email: recipientPayload?.email ?? '',
     },
   });
 
@@ -145,16 +147,16 @@ export const DocumentSigningCompleteDialog = ({
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
-      let directRecipient: { name: string; email: string } | undefined;
+      let recipientOverridePayload: { name: string; email: string } | undefined;
 
-      if (directTemplatePayload && !directTemplatePayload.email) {
+      if (recipientPayload && !recipientPayload.email) {
-        const isFormValid = await directRecipientForm.trigger();
+        const isFormValid = await recipientForm.trigger();
 
         if (!isFormValid) {
           return;
         }
 
-        directRecipient = directRecipientForm.getValues();
+        recipientOverridePayload = recipientForm.getValues();
       }
 
       // Check if 2FA is required
@@ -168,7 +170,7 @@ export const DocumentSigningCompleteDialog = ({
           ? { name: data.name, email: data.email }
           : undefined;
 
-      await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
+      await onSignatureComplete(nextSigner, data.accessAuthOptions, recipientOverridePayload);
     } catch (error) {
       const err = AppError.parseError(error);
 
@@ -222,7 +224,7 @@ export const DocumentSigningCompleteDialog = ({
             <Trans>Are you sure?</Trans>
           </DialogTitle>
           <DialogDescription>
-            <div className="text-muted-foreground max-w-[50ch]">
+            <div className="max-w-[50ch] text-muted-foreground">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () => (
                   <span className="inline-flex flex-wrap">
@@ -250,19 +252,19 @@ export const DocumentSigningCompleteDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        <div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
+        <div className="rounded-lg border border-border bg-muted/50 p-4 text-center">
-          <p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
+          <p className="text-sm font-medium text-muted-foreground">{documentTitle}</p>
         </div>
 
         {!showTwoFactorForm && (
           <>
             <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-              {directTemplatePayload && !directTemplatePayload.email && (
+              {recipientPayload && !recipientPayload.email && (
-                <Form {...directRecipientForm}>
+                <Form {...recipientForm}>
                   <div className="mb-4 flex flex-col gap-4">
                     <div className="flex flex-col gap-4 md:flex-row">
                       <FormField
-                        control={directRecipientForm.control}
+                        control={recipientForm.control}
                         name="name"
                         render={({ field }) => (
                           <FormItem className="flex-1">
@@ -274,7 +276,7 @@ export const DocumentSigningCompleteDialog = ({
                                 {...field}
                                 className="mt-2"
                                 placeholder={t`Enter your name`}
-                                disabled={isNameLocked}
+                                disabled={isNameLocked || disableNameInput}
                               />
                             </FormControl>
 
@@ -284,7 +286,7 @@ export const DocumentSigningCompleteDialog = ({
                       />
 
                       <FormField
-                        control={directRecipientForm.control}
+                        control={recipientForm.control}
                         name="email"
                         render={({ field }) => (
                           <FormItem className="flex-1">

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

@@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
 import { FileTextIcon, SparklesIcon } from 'lucide-react';
-import { Link, useSearchParams } from 'react-router';
+import { Link, useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual } from 'remeda';
 import { match } from 'ts-pattern';
 
@@ -34,6 +34,7 @@ import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/al
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
 
+import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
 import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
 import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
 import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
@@ -81,6 +82,8 @@ export const EnvelopeEditorFieldsPage = () => {
   const { _ } = useLingui();
 
   const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
+  const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
+  const { revalidate } = useRevalidator();
 
   const selectedField = useMemo(
     () => structuredClone(editorFields.selectedField),
@@ -135,6 +138,22 @@ export const EnvelopeEditorFieldsPage = () => {
     editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
   }, []);
 
+  const onDetectClick = () => {
+    if (!team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      return;
+    }
+
+    setIsAiFieldDialogOpen(true);
+  };
+
+  const onAiFeaturesEnabled = () => {
+    void revalidate().then(() => {
+      setIsAiEnableDialogOpen(false);
+      setIsAiFieldDialogOpen(true);
+    });
+  };
+
   return (
     <div className="relative flex h-full">
       <div className="flex w-full flex-col overflow-y-auto">
@@ -230,34 +249,36 @@ export const EnvelopeEditorFieldsPage = () => {
               selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
             />
 
-            {team.preferences.aiFeaturesEnabled && (
+            <Button
-              <>
+              type="button"
-                <Button
+              variant="outline"
-                  type="button"
+              size="sm"
-                  variant="outline"
+              className="mt-4 w-full"
-                  size="sm"
+              onClick={onDetectClick}
-                  className="mt-4 w-full"
+              disabled={envelope.status !== DocumentStatus.DRAFT}
-                  onClick={() => setIsAiFieldDialogOpen(true)}
+              title={
-                  disabled={envelope.status !== DocumentStatus.DRAFT}
+                envelope.status !== DocumentStatus.DRAFT
-                  title={
+                  ? _(msg`You can only detect fields in draft envelopes`)
-                    envelope.status !== DocumentStatus.DRAFT
+                  : undefined
-                      ? _(msg`You can only detect fields in draft envelopes`)
+              }
-                      : undefined
+            >
-                  }
+              <SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
-                >
+              <Trans>Detect with AI</Trans>
-                  <SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
+            </Button>
-                  <Trans>Detect with AI</Trans>
-                </Button>
 
-                <AiFieldDetectionDialog
+            <AiFieldDetectionDialog
-                  open={isAiFieldDialogOpen}
+              open={isAiFieldDialogOpen}
-                  onOpenChange={setIsAiFieldDialogOpen}
+              onOpenChange={setIsAiFieldDialogOpen}
-                  onComplete={onFieldDetectionComplete}
+              onComplete={onFieldDetectionComplete}
-                  envelopeId={envelope.id}
+              envelopeId={envelope.id}
-                  teamId={envelope.teamId}
+              teamId={envelope.teamId}
-                />
+            />
-              </>
+
-            )}
+            <AiFeaturesEnableDialog
+              open={isAiEnableDialogOpen}
+              onOpenChange={setIsAiEnableDialogOpen}
+              onEnabled={onAiFeaturesEnabled}
+            />
           </section>
 
           {/* Field details section. */}

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -8,13 +8,13 @@ import {
   type SensorAPI,
 } from '@hello-pangea/dnd';
 import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
+import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
 import { motion } from 'framer-motion';
 import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
 import { useFieldArray, useForm, useWatch } from 'react-hook-form';
-import { useSearchParams } from 'react-router';
+import { useRevalidator, useSearchParams } from 'react-router';
 import { isDeepEqual, prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
@@ -28,6 +28,7 @@ import {
   ZRecipientActionAuthTypesSchema,
   ZRecipientAuthOptionsSchema,
 } from '@documenso/lib/types/document-auth';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { nanoid } from '@documenso/lib/universal/id';
 import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
@@ -62,6 +63,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
 import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
@@ -70,10 +72,7 @@ const ZEnvelopeRecipientsForm = z.object({
     z.object({
       formId: z.string().min(1),
       id: z.number().optional(),
-      email: z
+      email: ZRecipientEmailSchema,
-        .string()
-        .email({ message: msg`Invalid email`.id })
-        .min(1),
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),
@@ -99,11 +98,19 @@ export const EnvelopeEditorRecipientForm = () => {
 
   const [searchParams, setSearchParams] = useSearchParams();
   const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
+  const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
 
   // AI recipient detection dialog state
   const [isAiDialogOpen, setIsAiDialogOpen] = useState(() => searchParams.get('ai') === 'true');
+  const { revalidate } = useRevalidator();
 
   const onAiDialogOpenChange = (open: boolean) => {
+    if (open && !team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      setIsAiDialogOpen(false);
+      return;
+    }
+
     setIsAiDialogOpen(open);
 
     if (!open && searchParams.get('ai') === 'true') {
@@ -120,6 +127,22 @@ export const EnvelopeEditorRecipientForm = () => {
     }
   };
 
+  const onDetectRecipientsClick = () => {
+    if (!team.preferences.aiFeaturesEnabled) {
+      setIsAiEnableDialogOpen(true);
+      return;
+    }
+
+    setIsAiDialogOpen(true);
+  };
+
+  const onAiFeaturesEnabled = () => {
+    void revalidate().then(() => {
+      setIsAiEnableDialogOpen(false);
+      setIsAiDialogOpen(true);
+    });
+  };
+
   const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
 
   const initialId = useId();
@@ -228,12 +251,13 @@ export const EnvelopeEditorRecipientForm = () => {
     keyName: 'nativeId',
   });
 
-  const emptySigners = useCallback(
+  const emptySignerIndex = watchedSigners.findIndex(
-    () => form.getValues('signers').filter((signer) => signer.email === ''),
+    (signer) =>
-    [form],
+      !signer.name &&
+      !signer.email &&
+      envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
   );
 
-  const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
   const isUserAlreadyARecipient = watchedSigners.some(
     (signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
   );
@@ -331,8 +355,14 @@ export const EnvelopeEditorRecipientForm = () => {
     });
 
     toast({
-      title: t`Recipients added`,
+      title: plural(detectedRecipients.length, {
-      description: t`${detectedRecipients.length} recipient(s) have been added from AI detection.`,
+        one: `Recipient added`,
+        other: `Recipients added`,
+      }),
+      description: plural(detectedRecipients.length, {
+        one: `# recipient have been added from AI detection.`,
+        other: `# recipients have been added from AI detection.`,
+      }),
     });
   };
 
@@ -558,21 +588,7 @@ export const EnvelopeEditorRecipientForm = () => {
       return;
     }
 
-    const formValueSigners = formValues.signers || [];
+    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
-
-    // Remove the last signer if it's empty.
-    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
-      if (i === formValueSigners.length - 1 && signer.email === '') {
-        return false;
-      }
-
-      return true;
-    });
-
-    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
-      ...formValues,
-      signers: nonEmptyRecipients,
-    });
 
     if (!validatedFormValues.success) {
       return;
@@ -641,25 +657,27 @@ export const EnvelopeEditorRecipientForm = () => {
         </div>
 
         <div className="flex flex-row items-center space-x-2">
-          {team.preferences.aiFeaturesEnabled && (
+          <Tooltip>
-            <Tooltip>
+            <TooltipTrigger asChild>
-              <TooltipTrigger asChild>
+              <Button
-                <Button
+                variant="outline"
-                  variant="outline"
+                type="button"
-                  type="button"
+                size="sm"
-                  size="sm"
+                disabled={isSubmitting}
-                  disabled={isSubmitting}
+                onClick={onDetectRecipientsClick}
-                  onClick={() => setIsAiDialogOpen(true)}
+              >
-                >
+                <SparklesIcon className="h-4 w-4" />
-                  <SparklesIcon className="h-4 w-4" />
+              </Button>
-                </Button>
+            </TooltipTrigger>
-              </TooltipTrigger>
 
-              <TooltipContent>
+            <TooltipContent>
+              {team.preferences.aiFeaturesEnabled ? (
                 <Trans>Detect recipients with AI</Trans>
-              </TooltipContent>
+              ) : (
-            </Tooltip>
+                <Trans>Enable AI detection</Trans>
-          )}
+              )}
+            </TooltipContent>
+          </Tooltip>
 
           <Button
             variant="outline"
@@ -736,9 +754,7 @@ export const EnvelopeEditorRecipientForm = () => {
                             });
                           }
                         }}
-                        disabled={
+                        disabled={isSubmitting || hasDocumentBeenSent}
-                          isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
-                        }
                       />
                     </FormControl>
 
@@ -924,7 +940,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                       })}
                                     >
                                       {!showAdvancedSettings && index === 0 && (
-                                        <FormLabel required>
+                                        <FormLabel>
                                           <Trans>Email</Trans>
                                         </FormLabel>
                                       )}
@@ -978,7 +994,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                       <FormControl>
                                         <RecipientAutoCompleteInput
                                           type="text"
-                                          placeholder={t`Name`}
+                                          placeholder={t`Recipient ${index + 1}`}
                                           {...field}
                                           disabled={
                                             snapshot.isDragging ||
@@ -1118,6 +1134,12 @@ export const EnvelopeEditorRecipientForm = () => {
           envelopeId={envelope.id}
           teamId={envelope.teamId}
         />
+
+        <AiFeaturesEnableDialog
+          open={isAiEnableDialogOpen}
+          onOpenChange={setIsAiEnableDialogOpen}
+          onEnabled={onAiFeaturesEnabled}
+        />
       </CardContent>
     </Card>
   );

apps/remix/app/components/general/envelope-editor/envelope-recipient-selector.tsx

@@ -1,5 +1,7 @@
 import { useCallback, useState } from 'react';
 
+import type { I18n } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -39,8 +41,15 @@ export const EnvelopeRecipientSelector = ({
   fields,
   align = 'start',
 }: EnvelopeRecipientSelectorProps) => {
+  const { i18n } = useLingui();
+
   const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
 
+  const getRecipientLabel = useCallback(
+    (recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
+    [recipients],
+  );
+
   return (
     <Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
       <PopoverTrigger asChild>
@@ -49,7 +58,7 @@ export const EnvelopeRecipientSelector = ({
           variant="outline"
           role="combobox"
           className={cn(
-            'bg-background text-muted-foreground hover:text-foreground justify-between font-normal',
+            'justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
             getRecipientColorStyles(
               Math.max(
                 recipients.findIndex((r) => r.id === selectedRecipient?.id),
@@ -59,16 +68,12 @@ export const EnvelopeRecipientSelector = ({
             className,
           )}
         >
-          {selectedRecipient?.email && (
+          {selectedRecipient && (
             <span className="flex-1 truncate text-left">
-              {selectedRecipient?.name} ({selectedRecipient?.email})
+              {getRecipientLabel(selectedRecipient)}
             </span>
           )}
 
-          {!selectedRecipient?.email && (
-            <span className="flex-1 truncate text-left">{selectedRecipient?.email}</span>
-          )}
-
           <ChevronsUpDown className="ml-2 h-4 w-4" />
         </Button>
       </PopoverTrigger>
@@ -105,7 +110,7 @@ export const EnvelopeRecipientSelectorCommand = ({
   fields,
   placeholder,
 }: EnvelopeRecipientSelectorCommandProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
 
   const recipientsByRole = useCallback(() => {
     const recipientsByRole: Record<RecipientRole, Recipient[]> = {
@@ -154,6 +159,11 @@ export const EnvelopeRecipientSelectorCommand = ({
     [fields, recipients],
   );
 
+  const getRecipientLabel = useCallback(
+    (recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
+    [recipients],
+  );
+
   return (
     <Command
       value={selectedRecipient ? selectedRecipient.id.toString() : undefined}
@@ -162,21 +172,21 @@ export const EnvelopeRecipientSelectorCommand = ({
       <CommandInput placeholder={placeholder} />
 
       <CommandEmpty>
-        <span className="text-muted-foreground inline-block px-4">
+        <span className="inline-block px-4 text-muted-foreground">
           <Trans>No recipient matching this description was found.</Trans>
         </span>
       </CommandEmpty>
 
       {recipientsByRoleToDisplay().map(([role, roleRecipients], roleIndex) => (
         <CommandGroup key={roleIndex}>
-          <div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
+          <div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
             {t(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
           </div>
 
           {roleRecipients.length === 0 && (
             <div
               key={`${role}-empty`}
-              className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
+              className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
             >
               <Trans>No recipients with this role</Trans>
             </div>
@@ -205,18 +215,12 @@ export const EnvelopeRecipientSelectorCommand = ({
               }}
             >
               <span
-                className={cn('text-foreground/70 truncate', {
+                className={cn('truncate text-foreground/70', {
                   'text-foreground/80': recipient.id === selectedRecipient?.id,
                   'opacity-50': isRecipientDisabled(recipient.id),
                 })}
               >
-                {recipient.name && (
+                {getRecipientLabel(recipient)}
-                  <span title={`${recipient.name} (${recipient.email})`}>
-                    {recipient.name} ({recipient.email})
-                  </span>
-                )}
-
-                {!recipient.name && <span title={recipient.email}>{recipient.email}</span>}
               </span>
 
               <div className="ml-auto flex items-center justify-center">
@@ -234,7 +238,7 @@ export const EnvelopeRecipientSelectorCommand = ({
                       <Info className="z-50 ml-2 h-4 w-4" />
                     </TooltipTrigger>
 
-                    <TooltipContent className="text-muted-foreground max-w-xs">
+                    <TooltipContent className="max-w-xs text-muted-foreground">
                       <Trans>
                         This document has already been sent to this recipient. You can no longer
                         edit this recipient.
@@ -250,3 +254,22 @@ export const EnvelopeRecipientSelectorCommand = ({
     </Command>
   );
 };
+
+const extractRecipientLabel = (recipient: Recipient, recipients: Recipient[], i18n: I18n) => {
+  if (recipient.name && recipient.email) {
+    return `${recipient.name} (${recipient.email})`;
+  }
+
+  if (recipient.name) {
+    return recipient.name;
+  }
+
+  if (recipient.email) {
+    return recipient.email;
+  }
+
+  // Since objects are basically pointers we can use `indexOf` rather than `findIndex`
+  const index = recipients.indexOf(recipient);
+
+  return i18n._(msg`Recipient ${index + 1}`);
+};

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -80,12 +80,14 @@ export const EnvelopeSignerCompleteDialog = () => {
   const handleOnCompleteClick = async (
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
+    recipientDetails?: { name: string; email: string },
   ) => {
     try {
       await completeDocument({
         token: recipient.token,
         documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
         accessAuthOptions,
+        recipientOverride: recipientDetails,
         ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
       });
 
@@ -205,21 +207,30 @@ export const EnvelopeSignerCompleteDialog = () => {
     }
   };
 
-  const directTemplatePayload = useMemo(() => {
+  const recipientPayload = useMemo(() => {
     if (!isDirectTemplate) {
-      return;
+      return {
+        name:
+          recipient.name ||
+          recipient.fields.find((field) => field.type === FieldType.NAME)?.customText ||
+          '',
+        email:
+          recipient.email ||
+          recipient.fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
+          '',
+      };
     }
 
     return {
       name: fullName,
       email: email,
     };
-  }, [email, fullName, isDirectTemplate]);
+  }, [email, fullName, isDirectTemplate, recipient.email, recipient.name, recipient.fields]);
 
   return (
     <DocumentSigningCompleteDialog
       isSubmitting={isPending}
-      directTemplatePayload={directTemplatePayload}
+      recipientPayload={recipientPayload}
       onSignatureComplete={
         isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
       }
@@ -230,6 +241,7 @@ export const EnvelopeSignerCompleteDialog = () => {
       allowDictateNextSigner={Boolean(
         nextRecipient && envelope.documentMeta.allowDictateNextSigner,
       )}
+      disableNameInput={!isDirectTemplate && recipient.name !== ''}
       defaultNextSigner={
         nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
       }

apps/remix/app/components/general/stack-avatars-with-tooltip.tsx

@@ -83,8 +83,8 @@ export const StackAvatarsWithTooltip = ({
                 fallbackText={recipientAbbreviation(recipient)}
               />
               <div>
-                <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                <p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
-                <p className="text-muted-foreground/70 text-xs">
+                <p className="text-xs text-muted-foreground/70">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
                 </p>
               </div>
@@ -107,8 +107,8 @@ export const StackAvatarsWithTooltip = ({
                 fallbackText={recipientAbbreviation(recipient)}
               />
               <div>
-                <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                <p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
-                <p className="text-muted-foreground/70 text-xs">
+                <p className="text-xs text-muted-foreground/70">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
                 </p>
               </div>

apps/remix/app/root.tsx

@@ -46,12 +46,16 @@ export async function loader({ request }: Route.LoaderArgs) {
 
   const { getTheme } = await themeSessionResolver(request);
 
-  let lang: SupportedLanguageCodes = await langCookie.parse(request.headers.get('cookie') ?? '');
+  const cookieHeader = request.headers.get('cookie') ?? '';
+
+  let lang: SupportedLanguageCodes = await langCookie.parse(cookieHeader);
 
   if (!APP_I18N_OPTIONS.supportedLangs.includes(lang)) {
     lang = extractLocaleData({ headers: request.headers }).lang;
   }
 
+  const disableAnimations = cookieHeader.includes('__disable_animations=true');
+
   let organisations = null;
 
   if (session.isAuthenticated) {
@@ -62,6 +66,7 @@ export async function loader({ request }: Route.LoaderArgs) {
     {
       lang,
       theme: getTheme(),
+      disableAnimations,
       session: session.isAuthenticated
         ? {
             user: session.user,
@@ -92,7 +97,8 @@ export function Layout({ children }: { children: React.ReactNode }) {
 }
 
 export function LayoutContent({ children }: { children: React.ReactNode }) {
-  const { publicEnv, session, lang, ...data } = useLoaderData<typeof loader>() || {};
+  const { publicEnv, session, lang, disableAnimations, ...data } =
+    useLoaderData<typeof loader>() || {};
 
   const [theme] = useTheme();
 
@@ -111,6 +117,14 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <meta name="google" content="notranslate" />
         <PreventFlashOnWrongTheme ssrTheme={Boolean(data.theme)} />
 
+        {disableAnimations && (
+          <style
+            dangerouslySetInnerHTML={{
+              __html: `*, *::before, *::after { animation: none !important; transition: none !important; }`,
+            }}
+          />
+        )}
+
         {/* Fix: https://stackoverflow.com/questions/21147149/flash-of-unstyled-content-fouc-in-firefox-only-is-ff-slow-renderer */}
         <script>0</script>
       </head>

apps/remix/app/routes/_authenticated+/admin+/documents.$id.tsx

@@ -1,7 +1,7 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { EnvelopeType, SigningStatus } from '@prisma/client';
+import { EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { Link, redirect } from 'react-router';
 
@@ -86,7 +86,7 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
         )}
       </div>
 
-      <div className="text-muted-foreground mt-4 text-sm">
+      <div className="mt-4 text-sm text-muted-foreground">
         <div>
           <Trans>Created on</Trans>: {i18n.date(envelope.createdAt, DateTime.DATETIME_MED)}
         </div>
@@ -112,7 +112,8 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
                 disabled={envelope.recipients.some(
                   (recipient) =>
                     recipient.signingStatus !== SigningStatus.SIGNED &&
-                    recipient.signingStatus !== SigningStatus.REJECTED,
+                    recipient.signingStatus !== SigningStatus.REJECTED &&
+                    recipient.role !== RecipientRole.CC,
                 )}
                 onClick={() => resealDocument({ id: envelope.id })}
               >

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

@@ -28,8 +28,6 @@ export const loader = () => {
 export default function TeamsSettingsPage() {
   const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
 
-  console.log('isAiFeaturesConfigured', isAiFeaturesConfigured);
-
   const team = useCurrentTeam();
 
   const { t } = useLingui();

apps/remix/app/routes/_share+/share.$slug.opengraph.tsx

@@ -1,9 +1,9 @@
 import satori from 'satori';
-import sharp from 'sharp';
 import { P, match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { getRecipientOrSenderByShareLinkSlug } from '@documenso/lib/server-only/document/get-recipient-or-sender-by-share-link-slug';
+import { svgToPng } from '@documenso/lib/utils/images/svg-to-png';
 
 import type { Route } from './+types/share.$slug.opengraph';
 
@@ -181,8 +181,7 @@ export const loader = async ({ params }: Route.LoaderArgs) => {
     },
   );
 
-  // Convert SVG to PNG using sharp
+  const pngBuffer = await svgToPng(svg.toString());
-  const pngBuffer = await sharp(Buffer.from(svg)).toFormat('png').toBuffer();
 
   return new Response(pngBuffer, {
     headers: {

apps/remix/app/routes/api+/branding.logo.organisation.$orgId.ts

@@ -1,6 +1,5 @@
-import sharp from 'sharp';
-
 import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+import { loadLogo } from '@documenso/lib/utils/images/logo';
 import { prisma } from '@documenso/prisma';
 
 import type { Route } from './+types/branding.logo.organisation.$orgId';
@@ -63,16 +62,12 @@ export async function loader({ params }: Route.LoaderArgs) {
     );
   }
 
-  const img = await sharp(file)
+  const { content, contentType } = await loadLogo(file);
-    .toFormat('png', {
-      quality: 80,
-    })
-    .toBuffer();
 
-  return new Response(Buffer.from(img), {
+  return new Response(content, {
     headers: {
-      'Content-Type': 'image/png',
+      'Content-Type': contentType,
-      'Content-Length': img.length.toString(),
+      'Content-Length': content.length.toString(),
       // Stale while revalidate for 1 hours to 24 hours
       'Cache-Control': 'public, s-maxage=3600, stale-while-revalidate=86400',
     },

apps/remix/app/routes/api+/branding.logo.team.$teamId.ts

@@ -1,7 +1,6 @@
-import sharp from 'sharp';
-
 import { getTeamSettings } from '@documenso/lib/server-only/team/get-team-settings';
 import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+import { loadLogo } from '@documenso/lib/utils/images/logo';
 
 import type { Route } from './+types/branding.logo.team.$teamId';
 
@@ -56,16 +55,12 @@ export async function loader({ params }: Route.LoaderArgs) {
     );
   }
 
-  const img = await sharp(file)
+  const { content, contentType } = await loadLogo(file);
-    .toFormat('png', {
-      quality: 80,
-    })
-    .toBuffer();
 
-  return new Response(img, {
+  return new Response(content, {
     headers: {
-      'Content-Type': 'image/png',
+      'Content-Type': contentType,
-      'Content-Length': img.length.toString(),
+      'Content-Length': content.length.toString(),
       // Stale while revalidate for 1 hours to 24 hours
       'Cache-Control': 'public, s-maxage=3600, stale-while-revalidate=86400',
     },

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

@@ -41,7 +41,9 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   const token = url.searchParams.get('token') || '';
 
   // We also know that the token is valid, but we need the userId + teamId
-  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+  const result = await verifyEmbeddingPresignToken({ token, scope: `documentId:${id}` }).catch(
+    () => null,
+  );
 
   if (!result) {
     throw new Error('Invalid token');

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

@@ -41,7 +41,9 @@ export const loader = async ({ request, params }: Route.LoaderArgs) => {
   const token = url.searchParams.get('token') || '';
 
   // We also know that the token is valid, but we need the userId + teamId
-  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+  const result = await verifyEmbeddingPresignToken({ token, scope: `templateId:${id}` }).catch(
+    () => null,
+  );
 
   if (!result) {
     throw new Error('Invalid token');

apps/remix/package.json

@@ -70,7 +70,6 @@
     "remeda": "^2.32.0",
     "remix-themes": "^2.0.4",
     "satori": "^0.18.3",
-    "sharp": "0.34.5",
     "tailwindcss": "^3.4.18",
     "ts-pattern": "^5.9.0",
     "ua-parser-js": "^1.0.41",
@@ -108,5 +107,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.2.4"
+  "version": "2.2.6"
 }

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "2.2.4",
+  "version": "2.2.6",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "2.2.4",
+      "version": "2.2.6",
       "hasInstallScript": true,
       "workspaces": [
         "apps/*",
@@ -109,7 +109,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "2.2.4",
+      "version": "2.2.6",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.3",
         "@documenso/api": "*",
@@ -167,7 +167,6 @@
         "remeda": "^2.32.0",
         "remix-themes": "^2.0.4",
         "satori": "^0.18.3",
-        "sharp": "0.34.5",
         "tailwindcss": "^3.4.18",
         "ts-pattern": "^5.9.0",
         "ua-parser-js": "^1.0.41",
@@ -666,58 +665,6 @@
         "node": ">=18.0.0"
       }
     },
-    "node_modules/@aws-sdk/client-ses": {
-      "version": "3.936.0",
-      "resolved": "https://registry.npmjs.org/@aws-sdk/client-ses/-/client-ses-3.936.0.tgz",
-      "integrity": "sha512-2toHYwRkcYGasPHYGwOwaIAa2Api/uFhmL3px0Tyt4bne2ilqhSwq+6a/0UVMd8JYwWaLMJolTbWKFt2jUlmGg==",
-      "dev": true,
-      "license": "Apache-2.0",
-      "dependencies": {
-        "@aws-crypto/sha256-browser": "5.2.0",
-        "@aws-crypto/sha256-js": "5.2.0",
-        "@aws-sdk/core": "3.936.0",
-        "@aws-sdk/credential-provider-node": "3.936.0",
-        "@aws-sdk/middleware-host-header": "3.936.0",
-        "@aws-sdk/middleware-logger": "3.936.0",
-        "@aws-sdk/middleware-recursion-detection": "3.936.0",
-        "@aws-sdk/middleware-user-agent": "3.936.0",
-        "@aws-sdk/region-config-resolver": "3.936.0",
-        "@aws-sdk/types": "3.936.0",
-        "@aws-sdk/util-endpoints": "3.936.0",
-        "@aws-sdk/util-user-agent-browser": "3.936.0",
-        "@aws-sdk/util-user-agent-node": "3.936.0",
-        "@smithy/config-resolver": "^4.4.3",
-        "@smithy/core": "^3.18.5",
-        "@smithy/fetch-http-handler": "^5.3.6",
-        "@smithy/hash-node": "^4.2.5",
-        "@smithy/invalid-dependency": "^4.2.5",
-        "@smithy/middleware-content-length": "^4.2.5",
-        "@smithy/middleware-endpoint": "^4.3.12",
-        "@smithy/middleware-retry": "^4.4.12",
-        "@smithy/middleware-serde": "^4.2.6",
-        "@smithy/middleware-stack": "^4.2.5",
-        "@smithy/node-config-provider": "^4.3.5",
-        "@smithy/node-http-handler": "^4.4.5",
-        "@smithy/protocol-http": "^5.3.5",
-        "@smithy/smithy-client": "^4.9.8",
-        "@smithy/types": "^4.9.0",
-        "@smithy/url-parser": "^4.2.5",
-        "@smithy/util-base64": "^4.3.0",
-        "@smithy/util-body-length-browser": "^4.2.0",
-        "@smithy/util-body-length-node": "^4.2.1",
-        "@smithy/util-defaults-mode-browser": "^4.3.11",
-        "@smithy/util-defaults-mode-node": "^4.2.14",
-        "@smithy/util-endpoints": "^3.2.5",
-        "@smithy/util-middleware": "^4.2.5",
-        "@smithy/util-retry": "^4.2.5",
-        "@smithy/util-utf8": "^4.2.0",
-        "@smithy/util-waiter": "^4.2.5",
-        "tslib": "^2.6.2"
-      },
-      "engines": {
-        "node": ">=18.0.0"
-      }
-    },
     "node_modules/@aws-sdk/client-sesv2": {
       "version": "3.936.0",
       "resolved": "https://registry.npmjs.org/@aws-sdk/client-sesv2/-/client-sesv2-3.936.0.tgz",
@@ -5963,12 +5910,6 @@
         "node": "^14.17.0 || ^16.13.0 || >=18.0.0"
       }
     },
-    "node_modules/@one-ini/wasm": {
-      "version": "0.1.1",
-      "resolved": "https://registry.npmjs.org/@one-ini/wasm/-/wasm-0.1.1.tgz",
-      "integrity": "sha512-XuySG1E38YScSJoMlqovLru4KTUNSjgVTIjyh7qMX6aNN5HY5Ct5LhRJdxO79JtTzKfzV/bnWpz+zquYrISsvw==",
-      "license": "MIT"
-    },
     "node_modules/@opentelemetry/api": {
       "version": "1.9.0",
       "resolved": "https://registry.npmjs.org/@opentelemetry/api/-/api-1.9.0.tgz",
@@ -12161,6 +12102,7 @@
       "version": "0.11.0",
       "resolved": "https://registry.npmjs.org/@pkgjs/parseargs/-/parseargs-0.11.0.tgz",
       "integrity": "sha512-+1VkjdD0QBLPodGrJUeqarH8VAIvQODIbwh9XpP5Syisf7YoQgsJKPNFoqqLQlu+VQ/tVSshMR6loPMn8U+dPg==",
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "engines": {
@@ -14407,21 +14349,20 @@
       }
     },
     "node_modules/@react-email/render": {
-      "version": "0.0.17",
+      "version": "2.0.0",
-      "resolved": "https://registry.npmjs.org/@react-email/render/-/render-0.0.17.tgz",
+      "resolved": "https://registry.npmjs.org/@react-email/render/-/render-2.0.0.tgz",
-      "integrity": "sha512-xBQ+/73+WsGuXKY7r1U73zMBNV28xdV0cp9cFjhNYipBReDHhV97IpA6v7Hl0dDtDzt+yS/72dY5vYXrF1v8NA==",
+      "integrity": "sha512-rdjNj6iVzv8kRKDPFas+47nnoe6B40+nwukuXwY4FCwM7XBg6tmYr+chQryCuavUj2J65MMf6fztk1bxOUiSVA==",
       "license": "MIT",
       "dependencies": {
-        "html-to-text": "9.0.5",
+        "html-to-text": "^9.0.5",
-        "js-beautify": "^1.14.11",
+        "prettier": "^3.5.3"
-        "react-promise-suspense": "0.3.4"
       },
       "engines": {
-        "node": ">=18.0.0"
+        "node": ">=22.0.0"
       },
       "peerDependencies": {
-        "react": "^18.2.0",
+        "react": "^18.0 || ^19.0 || ^19.0.0-rc",
-        "react-dom": "^18.2.0"
+        "react-dom": "^18.0 || ^19.0 || ^19.0.0-rc"
       }
     },
     "node_modules/@react-email/row": {
@@ -17107,13 +17048,13 @@
       }
     },
     "node_modules/@types/nodemailer": {
-      "version": "6.4.21",
+      "version": "7.0.4",
-      "resolved": "https://registry.npmjs.org/@types/nodemailer/-/nodemailer-6.4.21.tgz",
+      "resolved": "https://registry.npmjs.org/@types/nodemailer/-/nodemailer-7.0.4.tgz",
-      "integrity": "sha512-Eix+sb/Nj28MNnWvO2X1OLrk5vuD4C9SMnb2Vf4itWnxphYeSceqkFX7IdmxTzn+dvmnNz7paMbg4Uc60wSfJg==",
+      "integrity": "sha512-ee8fxWqOchH+Hv6MDDNNy028kwvVnLplrStm4Zf/3uHWw5zzo8FoYYeffpJtGs2wWysEumMH0ZIdMGMY1eMAow==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "@aws-sdk/client-ses": "^3.731.1",
+        "@aws-sdk/client-sesv2": "^3.839.0",
         "@types/node": "*"
       }
     },
@@ -17787,15 +17728,6 @@
       "integrity": "sha512-GpSwvyXOcOOlV70vbnzjj4fW5xW/FdUF6nQEt1ENy7m4ZCczi1+/buVUPAqmGfqznsORNFzUMjctTIp8a9tuCQ==",
       "license": "BSD-2-Clause"
     },
-    "node_modules/abbrev": {
-      "version": "2.0.0",
-      "resolved": "https://registry.npmjs.org/abbrev/-/abbrev-2.0.0.tgz",
-      "integrity": "sha512-6/mh1E2u2YgEsCHdY0Yx5oW+61gZU+1vXaoiHHrpKeuRNNgFvS+/jrwHiQhB5apAf5oB7UB7E19ol2R2LKH8hQ==",
-      "license": "ISC",
-      "engines": {
-        "node": "^14.17.0 || ^16.13.0 || >=18.0.0"
-      }
-    },
     "node_modules/accepts": {
       "version": "1.3.8",
       "resolved": "https://registry.npmjs.org/accepts/-/accepts-1.3.8.tgz",
@@ -19861,6 +19793,7 @@
       "version": "10.0.1",
       "resolved": "https://registry.npmjs.org/commander/-/commander-10.0.1.tgz",
       "integrity": "sha512-y4Mg2tXshplEbSGzx7amzPwKKOCGuoSRP/CjEdwwk0FOGlUbq6lKuoyDZTNZkmxHdJtp54hdfY/JUrdL7Xfdug==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=14"
@@ -20063,22 +19996,6 @@
       "integrity": "sha512-1NB+BKqhtNipMsov4xI/NnhCKp9XG9NamYp5PVm9klAT0fsrNPjaFICsCFhNhwZJKNh7zB/3q8qXz0E9oaMNtQ==",
       "license": "MIT"
     },
-    "node_modules/config-chain": {
-      "version": "1.1.13",
-      "resolved": "https://registry.npmjs.org/config-chain/-/config-chain-1.1.13.tgz",
-      "integrity": "sha512-qj+f8APARXHrM0hraqXYb2/bOVSV4PvJQlNZ/DVj0QrmNM2q2euizkeuVckQ57J+W0mRH6Hvi+k50M4Jul2VRQ==",
-      "license": "MIT",
-      "dependencies": {
-        "ini": "^1.3.4",
-        "proto-list": "~1.2.1"
-      }
-    },
-    "node_modules/config-chain/node_modules/ini": {
-      "version": "1.3.8",
-      "resolved": "https://registry.npmjs.org/ini/-/ini-1.3.8.tgz",
-      "integrity": "sha512-JV/yugV2uzW5iMRSiZAyDtQd+nxtUnjeLt0acNdw98kKLrvuRVyB80tsREOE7yvGVgalhZ6RNXCmEHkUKBKxew==",
-      "license": "ISC"
-    },
     "node_modules/consola": {
       "version": "3.4.2",
       "resolved": "https://registry.npmjs.org/consola/-/consola-3.4.2.tgz",
@@ -21571,48 +21488,6 @@
         "safe-buffer": "^5.0.1"
       }
     },
-    "node_modules/editorconfig": {
-      "version": "1.0.4",
-      "resolved": "https://registry.npmjs.org/editorconfig/-/editorconfig-1.0.4.tgz",
-      "integrity": "sha512-L9Qe08KWTlqYMVvMcTIvMAdl1cDUubzRNYL+WfA4bLDMHe4nemKkpmYzkznE1FwLKu0EEmy6obgQKzMJrg4x9Q==",
-      "license": "MIT",
-      "dependencies": {
-        "@one-ini/wasm": "0.1.1",
-        "commander": "^10.0.0",
-        "minimatch": "9.0.1",
-        "semver": "^7.5.3"
-      },
-      "bin": {
-        "editorconfig": "bin/editorconfig"
-      },
-      "engines": {
-        "node": ">=14"
-      }
-    },
-    "node_modules/editorconfig/node_modules/brace-expansion": {
-      "version": "2.0.2",
-      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.0.2.tgz",
-      "integrity": "sha512-Jt0vHyM+jmUBqojB7E1NIYadt0vI0Qxjxd2TErW94wDz+E2LAm5vKMXXwg6ZZBTHPuUlDgQHKXvjGBdfcF1ZDQ==",
-      "license": "MIT",
-      "dependencies": {
-        "balanced-match": "^1.0.0"
-      }
-    },
-    "node_modules/editorconfig/node_modules/minimatch": {
-      "version": "9.0.1",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-9.0.1.tgz",
-      "integrity": "sha512-0jWhJpD/MdhPXwPuiRkCbfYfSKp2qnn2eOc279qI7f+osl/l+prKSrvhg157zSYvx/1nmgn2NqdT6k2Z7zSH9w==",
-      "license": "ISC",
-      "dependencies": {
-        "brace-expansion": "^2.0.1"
-      },
-      "engines": {
-        "node": ">=16 || 14 >=14.17"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/ee-first": {
       "version": "1.1.1",
       "resolved": "https://registry.npmjs.org/ee-first/-/ee-first-1.1.1.tgz",
@@ -26314,117 +26189,6 @@
         "node": ">=10"
       }
     },
-    "node_modules/js-beautify": {
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+      "engines": {
+        "node": ">= 14.16.0"
+      },
+      "funding": {
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
+    "packages/email/node_modules/commander": {
+      "version": "13.1.0",
+      "resolved": "https://registry.npmjs.org/commander/-/commander-13.1.0.tgz",
+      "integrity": "sha512-/rFeCpNJQbhSZjGVwO9RFV3xPqbnERS8MmIQzCtD/zl6gpJuV/bMLuN92oG3F7d8oDEHHRrujSXNUr8fpjntKw==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "packages/email/node_modules/emoji-regex": {
+      "version": "10.6.0",
+      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-10.6.0.tgz",
+      "integrity": "sha512-toUI84YS5YmxW219erniWD0CIVOo46xGKColeNQRgOzDorgBi1v4D71/OFzgD9GO2UGKIv1C3Sp8DAn0+j5w7A==",
+      "license": "MIT"
+    },
+    "packages/email/node_modules/is-interactive": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/is-interactive/-/is-interactive-2.0.0.tgz",
+      "integrity": "sha512-qP1vozQRI+BMOPcjFzrjXuQvdak2pHNUMZoeG2eRbiSqyvbEf/wQtEOTOX1guk6E3t36RkaqiSt8A/6YElNxLQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/is-unicode-supported": {
+      "version": "2.1.0",
+      "resolved": "https://registry.npmjs.org/is-unicode-supported/-/is-unicode-supported-2.1.0.tgz",
+      "integrity": "sha512-mE00Gnza5EEB3Ds0HfMyllZzbBrmLOX3vfWoj9A9PEnTfratQ/BcaJOuMhnkhjXvb2+FkY3VuHqtAGpTPmglFQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/jiti": {
+      "version": "2.4.2",
+      "resolved": "https://registry.npmjs.org/jiti/-/jiti-2.4.2.tgz",
+      "integrity": "sha512-rg9zJN+G4n2nfJl5MW3BMygZX56zKPNVEYYqq7adpmMh4Jn2QNEwhvQlFy6jPVdcod7txZtKHWnyZiA3a0zP7A==",
+      "license": "MIT",
+      "bin": {
+        "jiti": "lib/jiti-cli.mjs"
+      }
+    },
+    "packages/email/node_modules/log-symbols": {
+      "version": "7.0.1",
+      "resolved": "https://registry.npmjs.org/log-symbols/-/log-symbols-7.0.1.tgz",
+      "integrity": "sha512-ja1E3yCr9i/0hmBVaM0bfwDjnGy8I/s6PP4DFp+yP+a+mrHO4Rm7DtmnqROTUkHIkqffC84YY7AeqX6oFk0WFg==",
+      "license": "MIT",
+      "dependencies": {
+        "is-unicode-supported": "^2.0.0",
+        "yoctocolors": "^2.1.1"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/mime-db": {
+      "version": "1.54.0",
+      "resolved": "https://registry.npmjs.org/mime-db/-/mime-db-1.54.0.tgz",
+      "integrity": "sha512-aU5EJuIN2WDemCcAp2vFBfp/m4EAhWJnUNSSw0ixs7/kXbd6Pg64EmwJkNdFhB8aWt1sH2CTXrLxo/iAGV3oPQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "packages/email/node_modules/mime-types": {
+      "version": "3.0.2",
+      "resolved": "https://registry.npmjs.org/mime-types/-/mime-types-3.0.2.tgz",
+      "integrity": "sha512-Lbgzdk0h4juoQ9fCKXW4by0UJqj+nOOrI9MJ1sSj4nI8aI2eo1qmvQEie4VD1glsS250n15LsWsYtCugiStS5A==",
+      "license": "MIT",
+      "dependencies": {
+        "mime-db": "^1.54.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "type": "opencollective",
+        "url": "https://opencollective.com/express"
+      }
+    },
+    "packages/email/node_modules/ora": {
+      "version": "8.2.0",
+      "resolved": "https://registry.npmjs.org/ora/-/ora-8.2.0.tgz",
+      "integrity": "sha512-weP+BZ8MVNnlCm8c0Qdc1WSWq4Qn7I+9CJGm7Qali6g44e/PUzbjNqJX5NJ9ljlNMosfJvg1fKEGILklK9cwnw==",
+      "license": "MIT",
+      "dependencies": {
+        "chalk": "^5.3.0",
+        "cli-cursor": "^5.0.0",
+        "cli-spinners": "^2.9.2",
+        "is-interactive": "^2.0.0",
+        "is-unicode-supported": "^2.0.0",
+        "log-symbols": "^6.0.0",
+        "stdin-discarder": "^0.2.2",
+        "string-width": "^7.2.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/ora/node_modules/log-symbols": {
+      "version": "6.0.0",
+      "resolved": "https://registry.npmjs.org/log-symbols/-/log-symbols-6.0.0.tgz",
+      "integrity": "sha512-i24m8rpwhmPIS4zscNzK6MSEhk0DUWa/8iYQWxhffV8jkI4Phvs3F+quL5xvS0gdQR0FyTCMMH33Y78dDTzzIw==",
+      "license": "MIT",
+      "dependencies": {
+        "chalk": "^5.3.0",
+        "is-unicode-supported": "^1.3.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/ora/node_modules/log-symbols/node_modules/is-unicode-supported": {
+      "version": "1.3.0",
+      "resolved": "https://registry.npmjs.org/is-unicode-supported/-/is-unicode-supported-1.3.0.tgz",
+      "integrity": "sha512-43r2mRvz+8JRIKnWJ+3j8JtjRKZ6GmjzfaE/qiBJnikNnYv/6bagRJ1kUhNk8R5EX/GkobD+r+sfxCPJsiKBLQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/react-email": {
+      "version": "5.0.6",
+      "resolved": "https://registry.npmjs.org/react-email/-/react-email-5.0.6.tgz",
+      "integrity": "sha512-DEGzWpEiC3CquPEaaEJuipNT3WZ9mK58rbkpOe4Slbgyf60PLa1wONnt5a3afbBBRbNdW2aYhIvVI41yS6UIRA==",
+      "license": "MIT",
+      "dependencies": {
+        "@babel/parser": "^7.27.0",
+        "@babel/traverse": "^7.27.0",
+        "chokidar": "^4.0.3",
+        "commander": "^13.0.0",
+        "conf": "^15.0.2",
+        "debounce": "^2.0.0",
+        "esbuild": "^0.25.0",
+        "glob": "^11.0.0",
+        "jiti": "2.4.2",
+        "log-symbols": "^7.0.0",
+        "mime-types": "^3.0.0",
+        "normalize-path": "^3.0.0",
+        "nypm": "0.6.0",
+        "ora": "^8.0.0",
+        "prompts": "2.4.2",
+        "socket.io": "^4.8.1",
+        "tsconfig-paths": "4.2.0"
+      },
+      "bin": {
+        "email": "dist/index.js"
+      },
+      "engines": {
+        "node": ">=20.0.0"
+      }
+    },
+    "packages/email/node_modules/readdirp": {
+      "version": "4.1.2",
+      "resolved": "https://registry.npmjs.org/readdirp/-/readdirp-4.1.2.tgz",
+      "integrity": "sha512-GDhwkLfywWL2s6vEjyhri+eXmfH6j1L7JE27WhqLeYzoh/A3DBaYGEj2H/HFZCn/kMfim73FXxEJTw06WtxQwg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 14.18.0"
+      },
+      "funding": {
+        "type": "individual",
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
+    "packages/email/node_modules/string-width": {
+      "version": "7.2.0",
+      "resolved": "https://registry.npmjs.org/string-width/-/string-width-7.2.0.tgz",
+      "integrity": "sha512-tsaTIkKW9b4N+AEj+SVA+WhJzV7/zMhcSu78mLKWSk7cXMOSHsBKFWUs0fWwq8QyK3MgJBQRX6Gbi4kYbdvGkQ==",
+      "license": "MIT",
+      "dependencies": {
+        "emoji-regex": "^10.3.0",
+        "get-east-asian-width": "^1.0.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "packages/email/node_modules/strip-ansi": {
+      "version": "7.1.2",
+      "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.2.tgz",
+      "integrity": "sha512-gmBGslpoQJtgnMAvOVqGZpEz9dyoKTCzy2nfz/n8aIFhN/jCE/rCmcxabB6jOOHV+0WNnylOxaxBQPSvcWklhA==",
+      "license": "MIT",
+      "dependencies": {
+        "ansi-regex": "^6.0.1"
+      },
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/strip-ansi?sponsor=1"
+      }
+    },
+    "packages/email/node_modules/tsconfig-paths": {
+      "version": "4.2.0",
+      "resolved": "https://registry.npmjs.org/tsconfig-paths/-/tsconfig-paths-4.2.0.tgz",
+      "integrity": "sha512-NoZ4roiN7LnbKn9QqE1amc9DJfzvZXxF4xDavcOWt1BPkdx+m+0gJuPM+S0vCe7zTJMYUP0R8pO2XMr+Y8oLIg==",
+      "license": "MIT",
+      "dependencies": {
+        "json5": "^2.2.2",
+        "minimist": "^1.2.6",
+        "strip-bom": "^3.0.0"
+      },
+      "engines": {
+        "node": ">=6"
       }
     },
     "packages/eslint-config": {

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.2.4",
+  "version": "2.2.6",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",

packages/app-tests/e2e/api/v2/embedding-presign.spec.ts

@@ -1,6 +1,9 @@
 import { expect, test } from '@playwright/test';
+import type { APIRequestContext } from 'playwright-core';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import type { CreateEmbeddingPresignTokenOptions } from '@documenso/lib/server-only/embedding-presign/create-embedding-presign-token';
+import type { VerifyEmbeddingPresignTokenOptions } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { seedUser } from '@documenso/prisma/seed/users';
 
@@ -17,18 +20,7 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
+    const response = await createPresignToken(request, token);
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-        },
-      },
-    );
 
     const responseData = await response.json();
 
@@ -54,19 +46,9 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
+    const response = await createPresignToken(request, token, {
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
+      expiresIn: 120, // 2 hours
-      {
+    });
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-          expiresIn: 120, // 2 hours
-        },
-      },
-    );
 
     const responseData = await response.json();
 
@@ -92,19 +74,9 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
+    const response = await createPresignToken(request, token, {
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
+      expiresIn: 0, // Immediate expiration
-      {
+    });
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-          expiresIn: 0, // Immediate expiration
-        },
-      },
-    );
 
     expect(response.ok()).toBeTruthy();
     expect(response.status()).toBe(200);
@@ -129,18 +101,7 @@ test.describe('Embedding Presign API', () => {
     });
 
     // First create a token
-    const createResponse = await request.post(
+    const createResponse = await createPresignToken(request, token);
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
-      {
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          apiToken: token,
-        },
-      },
-    );
 
     expect(createResponse.ok()).toBeTruthy();
     const createResponseData = await createResponse.json();
@@ -150,18 +111,9 @@ test.describe('Embedding Presign API', () => {
     const presignToken = createResponseData.token;
 
     // Then verify it
-    const verifyResponse = await request.post(
+    const verifyResponse = await verifyPresignToken(request, token, {
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
+      token: presignToken,
-      {
+    });
-        headers: {
-          Authorization: `Bearer ${token}`,
-          'Content-Type': 'application/json',
-        },
-        data: {
-          token: presignToken,
-        },
-      },
-    );
 
     expect(verifyResponse.ok()).toBeTruthy();
     expect(verifyResponse.status()).toBe(200);
@@ -183,18 +135,87 @@ test.describe('Embedding Presign API', () => {
       expiresIn: null,
     });
 
-    const response = await request.post(
+    const response = await verifyPresignToken(request, token, {
-      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
+      token: 'invalid-token',
-      {
+    });
-        headers: {
+
-          Authorization: `Bearer ${token}`,
+    const responseData = await response.json();
-          'Content-Type': 'application/json',
+
-        },
+    console.log('Invalid token response:', responseData);
-        data: {
+
-          token: 'invalid-token',
+    expect(response.ok()).toBeTruthy();
-        },
+    expect(response.status()).toBe(200);
-      },
+
-    );
+    expect(responseData.success).toBe(false);
+  });
+
+  test('verifyEmbeddingPresignToken: should verify a valid scoped token', async ({ request }) => {
+    const { user, team } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    // First create a token
+    const createResponse = await createPresignToken(request, token, {
+      scope: 'documentId:1',
+    });
+
+    expect(createResponse.ok()).toBeTruthy();
+    const createResponseData = await createResponse.json();
+
+    console.log('Create response:', createResponseData);
+
+    const presignToken = createResponseData.token;
+
+    // Then verify it
+    const verifyResponse = await verifyPresignToken(request, token, {
+      token: presignToken,
+      scope: 'documentId:1',
+    });
+
+    expect(verifyResponse.ok()).toBeTruthy();
+    expect(verifyResponse.status()).toBe(200);
+
+    const verifyResponseData = await verifyResponse.json();
+
+    console.log('Verify response:', verifyResponseData);
+
+    expect(verifyResponseData.success).toBe(true);
+  });
+
+  test('verifyEmbeddingPresignToken: should reject a scope mismatched token', async ({
+    request,
+  }) => {
+    const { user, team } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    // First create a token
+    const createResponse = await createPresignToken(request, token, {
+      scope: 'documentId:1',
+    });
+
+    expect(createResponse.ok()).toBeTruthy();
+    const createResponseData = await createResponse.json();
+
+    console.log('Create response:', createResponseData);
+
+    const presignToken = createResponseData.token;
+
+    // Then verify it
+    const response = await verifyPresignToken(request, token, {
+      token: presignToken,
+      scope: 'documentId:2',
+    });
 
     const responseData = await response.json();
 
@@ -206,3 +227,40 @@ test.describe('Embedding Presign API', () => {
     expect(responseData.success).toBe(false);
   });
 });
+
+const createPresignToken = async (
+  request: APIRequestContext,
+  apiToken: string,
+  data?: Partial<CreateEmbeddingPresignTokenOptions>,
+) => {
+  return await request.post(
+    `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/create-presign-token`,
+    {
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        apiToken,
+        ...data,
+      },
+    },
+  );
+};
+
+const verifyPresignToken = async (
+  request: APIRequestContext,
+  apiToken: string,
+  data: VerifyEmbeddingPresignTokenOptions,
+) => {
+  return await request.post(
+    `${NEXT_PUBLIC_WEBAPP_URL()}/api/v2-beta/embedding/verify-presign-token`,
+    {
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+      },
+      data,
+    },
+  );
+};

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

@@ -6,6 +6,7 @@ import { pick } from 'remeda';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDistributionMethod,
@@ -23,7 +24,9 @@ import type {
   TCreateEnvelopePayload,
   TCreateEnvelopeResponse,
 } from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
 import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
+import type { TUpdateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types';
 import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
 import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
 
@@ -144,6 +147,9 @@ test.describe('API V2 Envelopes', () => {
         externalId: 'externalId',
         visibility: DocumentVisibility.MANAGER_AND_ABOVE,
         globalAccessAuth: ['ACCOUNT'],
+        // Ignore this error in the test since it doesn't actually exist in the PDF:
+        // - Error setting value for field hello: PDFDocument has no form field with the name "hello"
+        // We want to check if the form value is set in the DB.
         formValues: {
           hello: 'world',
         },
@@ -262,8 +268,6 @@ test.describe('API V2 Envelopes', () => {
         },
       });
 
-      console.log(userB.email);
-
       expect(envelope.envelopeItems.length).toBe(2);
       expect(envelope.envelopeItems[0].title).toBe('field-meta.pdf');
       expect(envelope.envelopeItems[1].title).toBe('field-font-alignment.pdf');
@@ -557,4 +561,543 @@ test.describe('API V2 Envelopes', () => {
       userEmail: userA.email,
     });
   });
+
+  test.describe('Empty recipient tests', () => {
+    test('Create template envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Template with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Test Recipient',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      expect(createRecipientsRes.status()).toBe(200);
+
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Test Recipient');
+
+      // Get envelope items to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient with empty email
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+      expect(createFieldsRes.status()).toBe(200);
+    });
+
+    test('Create document envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Document Recipient No Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Document Recipient No Email');
+    });
+
+    test('Update recipient to have empty email', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Update Recipient Email Test',
+        recipients: [
+          {
+            email: userA.email,
+            name: 'Test User',
+            role: RecipientRole.SIGNER,
+          },
+        ],
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Get the envelope to get recipient ID
+      const getRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getRes.json();
+      const recipientId = envelope.recipients[0].id;
+
+      // Update recipient to have empty email
+      const updateRequest: TUpdateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            id: recipientId,
+            email: '',
+            name: 'Updated Name No Email',
+          },
+        ],
+      };
+
+      const updateRes = await request.post(`${baseUrl}/envelope/recipient/update-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: updateRequest,
+      });
+
+      expect(updateRes.ok()).toBeTruthy();
+      const updateResponse = await updateRes.json();
+      const updatedRecipient = updateResponse.data[0];
+
+      expect(updatedRecipient.email).toBe('');
+      expect(updatedRecipient.name).toBe('Updated Name No Email');
+    });
+
+    test('Mixed recipients with and without emails', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Mixed Recipients Test',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create multiple recipients, some with email, some without
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: userA.email,
+            name: 'Recipient With Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 1',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: userB.email,
+            name: 'Another With Email',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 2',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      expect(recipients.length).toBe(4);
+      expect(recipients[0].email).toBe(userA.email.toLowerCase());
+      expect(recipients[1].email).toBe('');
+      expect(recipients[2].email).toBe(userB.email.toLowerCase());
+      expect(recipients[3].email).toBe('');
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for all recipients including those without emails
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipients', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document for Distribution with Empty Email',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipients with empty emails
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient One',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Two',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for recipients
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Distribute the envelope
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        } satisfies TDistributeEnvelopeRequest,
+      });
+
+      expect(distributeRes.ok()).toBeTruthy();
+      expect(distributeRes.status()).toBe(200);
+
+      const distributeResponse = await distributeRes.json();
+      expect(distributeResponse.success).toBe(true);
+      expect(distributeResponse.id).toBe(createResponse.id);
+      expect(distributeResponse.recipients).toHaveLength(2);
+
+      // Verify recipients have empty emails and signing URLs
+      expect(distributeResponse.recipients[0].email).toBe('');
+      expect(distributeResponse.recipients[0].signingUrl).toBeTruthy();
+      expect(distributeResponse.recipients[1].email).toBe('');
+      expect(distributeResponse.recipients[1].signingUrl).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipient and auth requirements fails', async ({
+      request,
+    }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Auth Requirements',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email and TWO_FACTOR_AUTH action auth
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient With Auth',
+            role: RecipientRole.SIGNER,
+            accessAuth: [DocumentAccessAuth.TWO_FACTOR_AUTH],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Try to distribute the envelope - should fail
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        },
+      });
+
+      // Expect distribution to fail
+      expect(distributeRes.ok()).toBeFalsy();
+      expect(distributeRes.status()).toBe(400);
+
+      const errorResponse = await distributeRes.json();
+      expect(errorResponse.message).toContain('requires an email');
+    });
+  });
 });

packages/app-tests/e2e/api/v2/test-unauthorized-api-access.spec.ts

@@ -3103,7 +3103,7 @@ test.describe('Document API V2', () => {
         expect(res.status()).toBe(404);
       });
 
-      test('should allow authorized access to envelope use endpoint', async ({ page, request }) => {
+      test('should allow authorized access to envelope use endpoint', async ({ request }) => {
         const doc = await seedTemplate({
           title: 'Team template 1',
           userId: userA.id,
@@ -4313,5 +4313,62 @@ test.describe('Document API V2', () => {
         expect(res.status()).toBe(200);
       });
     });
+
+    test.describe('Envelope audit logs endpoint', () => {
+      test('should block unauthorized access to envelope audit logs endpoint', async ({
+        request,
+      }) => {
+        const doc = await seedBlankDocument(userA, teamA.id);
+
+        const res = await request.get(
+          `${WEBAPP_BASE_URL}/api/v2-beta/envelope/${doc.id}/audit-log`,
+          {
+            headers: { Authorization: `Bearer ${tokenB}` },
+          },
+        );
+
+        expect(res.ok()).toBeFalsy();
+        expect(res.status()).toBe(404);
+      });
+
+      test('should allow authorized access to envelope audit logs endpoint', async ({
+        request,
+      }) => {
+        const doc = await seedBlankDocument(userA, teamA.id);
+
+        // Add a recipient which will trigger an audit log.
+        await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/envelope/recipient/create-many`, {
+          headers: { Authorization: `Bearer ${tokenA}` },
+          data: {
+            envelopeId: doc.id,
+            data: [
+              {
+                name: 'Test',
+                email: 'test@example.com',
+                role: RecipientRole.SIGNER,
+              },
+            ],
+          },
+        });
+
+        const res = await request.get(
+          `${WEBAPP_BASE_URL}/api/v2-beta/envelope/${doc.id}/audit-log`,
+          {
+            headers: { Authorization: `Bearer ${tokenA}` },
+          },
+        );
+
+        expect(res.ok()).toBeTruthy();
+        expect(res.status()).toBe(200);
+
+        const data = await res.json();
+
+        expect(Array.isArray(data.data)).toBe(true);
+        expect(data.count).toEqual(1);
+        expect(data.data[0].type).toEqual('RECIPIENT_CREATED');
+        expect(data.currentPage).toBeGreaterThanOrEqual(1);
+        expect(data.perPage).toBeGreaterThanOrEqual(1);
+      });
+    });
   });
 });

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

@@ -89,9 +89,8 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(3);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields.filter((field) => field.type === 'SIGNATURE')).toHaveLength(2);
-      expect(retrievedFields[1].type).toBe('TEXT');
+      expect(retrievedFields.filter((field) => field.type === 'TEXT')).toHaveLength(1);
-      expect(retrievedFields[2].type).toBe('SIGNATURE');
     }).toPass();
   });
 
@@ -214,10 +213,8 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(4);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields.filter((field) => field.type === 'SIGNATURE')).toHaveLength(3);
-      expect(retrievedFields[1].type).toBe('TEXT');
+      expect(retrievedFields.filter((field) => field.type === 'TEXT')).toHaveLength(1);
-      expect(retrievedFields[2].type).toBe('SIGNATURE');
-      expect(retrievedFields[3].type).toBe('SIGNATURE');
     }).toPass();
   });
 
@@ -259,10 +256,16 @@ test.describe('AutoSave Fields Step', () => {
       });
 
       expect(retrievedFields.length).toBe(2);
-      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      const textField = retrievedFields.find((field) => field.type === 'TEXT');
-      expect(retrievedFields[1].type).toBe('TEXT');
+      const signatureField = retrievedFields.find((field) => field.type === 'SIGNATURE');
+
+      expect(signatureField).toBeDefined();
+      expect(textField).toBeDefined();
+
+      if (!signatureField || !textField) {
+        throw new Error('No signature or text field');
+      }
 
-      const textField = retrievedFields[1];
       expect(textField.fieldMeta).toBeDefined();
 
       if (

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

@@ -9,6 +9,7 @@ import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { checkDocumentTabCount } from '../fixtures/documents';
+import { expectToastTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'serial' });
 
@@ -83,14 +84,13 @@ test('[DOCUMENTS]: deleting a completed document should not remove it from recip
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
+    .getByTestId('document-table-action-btn');
-    .click();
+  await openDropdownMenu(page, documentActionBtn);
-
-  await page.waitForTimeout(200);
 
   // delete document
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -128,14 +128,13 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
+    .getByTestId('document-table-action-btn');
-    .click();
+  await openDropdownMenu(page, documentActionBtn);
-
-  await page.waitForTimeout(200);
 
   // delete document
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -169,19 +168,17 @@ test('[DOCUMENTS]: deleting draft documents should permanently remove it', async
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Draft' })
-    .getByTestId('document-table-action-btn')
+    .getByTestId('document-table-action-btn');
-    .click();
+  await openDropdownMenu(page, documentActionBtn);
 
-  await page.waitForTimeout(200);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible(); // Required to reduce flakiness.
-
-  // delete document
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await expect(page.getByPlaceholder("Type 'delete' to confirm")).not.toBeVisible();
   await page.getByRole('button', { name: 'Delete' }).click();
 
-  await page.waitForTimeout(2500);
+  await expectToastTextToBeVisible(page, 'Document deleted');
 
   await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
 
@@ -203,14 +200,13 @@ test('[DOCUMENTS]: deleting pending documents should permanently remove it', asy
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Pending' })
-    .getByTestId('document-table-action-btn')
+    .getByTestId('document-table-action-btn');
-    .click();
+  await openDropdownMenu(page, documentActionBtn);
-
-  await page.waitForTimeout(200);
 
   // Delete document.
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -239,14 +235,13 @@ test('[DOCUMENTS]: deleting completed documents as an owner should hide it from
   });
 
   // Open document action menu.
-  await page
+  const documentActionBtn = page
     .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByTestId('document-table-action-btn')
+    .getByTestId('document-table-action-btn');
-    .click();
+  await openDropdownMenu(page, documentActionBtn);
-
-  await page.waitForTimeout(200);
 
   // Delete document.
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click();
@@ -292,36 +287,24 @@ test('[DOCUMENTS]: deleting documents as a recipient should only hide it for the
   });
 
   // Open document action menu.
-  await expect(async () => {
+  const completedDocActionBtn = page
-    await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
-      .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn');
-      .getByTestId('document-table-action-btn')
+  await openDropdownMenu(page, completedDocActionBtn);
-      .click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
-  }).toPass();
 
   // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).waitFor({ state: 'visible' });
+  await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Hide' }).click({ force: true });
   await page.getByRole('button', { name: 'Hide' }).click({ force: true });
   await page.waitForTimeout(2000);
 
-  await expect(async () => {
+  const pendingDocActionBtn = page
-    await page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
-      .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn');
-      .getByTestId('document-table-action-btn')
+  await openDropdownMenu(page, pendingDocActionBtn);
-      .click();
-
-    await page.waitForTimeout(1000);
-
-    await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
-  }).toPass();
 
   // Delete document.
-  await page.getByRole('menuitem', { name: 'Hide' }).waitFor({ state: 'visible' });
+  await expect(page.getByRole('menuitem', { name: 'Hide' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Hide' }).click({ force: true });
   await page.getByRole('button', { name: 'Hide' }).click({ force: true });
 

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

@@ -1,4 +1,4 @@
-import { type Page } from '@playwright/test';
+import type { Page } from '@playwright/test';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 
@@ -58,3 +58,15 @@ const getCsrfToken = async (page: Page) => {
 
   return csrfToken;
 };
+
+export const checkSessionValid = async (page: Page): Promise<boolean> => {
+  const { request } = page.context();
+
+  const response = await request.fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/api/auth/session`, {
+    method: 'get',
+  });
+
+  const session = await response.json();
+
+  return session.isAuthenticated === true;
+};

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

@@ -1,3 +1,4 @@
+import type { Locator } from '@playwright/test';
 import { type Page, expect } from '@playwright/test';
 
 export const expectTextToBeVisible = async (page: Page, text: string) => {
@@ -7,3 +8,22 @@ export const expectTextToBeVisible = async (page: Page, text: string) => {
 export const expectTextToNotBeVisible = async (page: Page, text: string) => {
   await expect(page.getByText(text).first()).not.toBeVisible();
 };
+
+export const expectToastTextToBeVisible = async (page: Page, text: string) => {
+  await expect(page.locator('[role="status"]').getByText(text)).toBeVisible();
+};
+
+export const openDropdownMenu = async (page: Page, dropdownButton: Locator) => {
+  await page.waitForTimeout(500); // Initial timeout incase table remounts which will close the dropdown.
+  await dropdownButton.focus();
+  await page.keyboard.press('Enter');
+
+  await page.waitForTimeout(500);
+  await page.keyboard.press('Escape');
+  await page.waitForTimeout(500);
+
+  await dropdownButton.focus();
+  await page.keyboard.press('Enter');
+
+  await expect(page.getByRole('menuitem').first()).toBeVisible();
+};

packages/app-tests/e2e/folders/team-account-folders.spec.ts

@@ -9,7 +9,7 @@ import { seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
 
 import { apiSignin } from '../fixtures/authentication';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import { expectTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -117,7 +117,9 @@ test('[TEAMS]: can pin a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Pin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Pin' }).click();
 
   await page.reload();
@@ -142,7 +144,9 @@ test('[TEAMS]: can unpin a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Unpin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Unpin' }).click();
 
   await page.reload();
@@ -166,7 +170,9 @@ test('[TEAMS]: can rename a document folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await page.getByLabel('Name').fill('Team Archive');
@@ -191,7 +197,9 @@ test('[TEAMS]: document folder visibility is visible to team member', async ({ p
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toBeVisible();
@@ -220,7 +228,9 @@ test('[TEAMS]: document folder can be moved to another document folder', async (
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await page.getByRole('button', { name: 'Team Clients' }).click();
@@ -271,7 +281,9 @@ test('[TEAMS]: document folder and its contents can be deleted', async ({ page }
     redirectPath: `/t/${team.url}/documents`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   await page.getByRole('textbox').fill(`delete ${folder.name}`);
@@ -280,12 +292,8 @@ test('[TEAMS]: document folder and its contents can be deleted', async ({ page }
   await page.goto(`/t/${team.url}/documents`);
 
   await expect(page.locator(`[data-folder-id="${folder.id}"]`)).not.toBeVisible();
-  await expect(page.getByText(proposal.title)).not.toBeVisible();
+  await expect(page.getByText(proposal.title)).toBeVisible();
-
+  await expect(page.getByText(report.title)).toBeVisible();
-  await page.goto(`/t/${team.url}/documents/f/${folder.id}`);
-
-  await expect(page.getByText(report.title)).not.toBeVisible();
-  await expect(page.locator(`[data-folder-id="${reportsFolder.id}"]`)).not.toBeVisible();
 });
 
 test('[TEAMS]: create folder button is visible on templates page', async ({ page }) => {
@@ -410,7 +418,9 @@ test('[TEAMS]: can pin a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Pin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Pin' }).click();
 
   await page.reload();
@@ -436,7 +446,9 @@ test('[TEAMS]: can unpin a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Unpin' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Unpin' }).click();
 
   await page.reload();
@@ -462,7 +474,9 @@ test('[TEAMS]: can rename a template folder', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await page.getByLabel('Name').fill('Updated Team Template Folder');
@@ -488,7 +502,9 @@ test('[TEAMS]: template folder visibility is not visible to team member', async
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('menuitem', { name: 'Visibility' })).not.toBeVisible();
@@ -519,7 +535,9 @@ test('[TEAMS]: template folder can be moved to another template folder', async (
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await page.getByRole('button', { name: 'Team Client Templates' }).click();
@@ -572,7 +590,9 @@ test('[TEAMS]: template folder can be deleted', async ({ page }) => {
     redirectPath: `/t/${team.url}/templates`,
   });
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn);
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   await page.getByRole('textbox').fill(`delete ${folder.name}`);
@@ -761,7 +781,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents/`);
 
-  await page.getByTestId('folder-card-more-button').click();
+  const folderMoreBtn1 = page.getByTestId('folder-card-more-button');
+  await openDropdownMenu(page, folderMoreBtn1);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Admins only');
@@ -781,7 +803,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents`);
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn2 = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn2);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Managers and above');
@@ -801,7 +825,9 @@ test('[TEAMS]: folder inherits team visibility settings', async ({ page }) => {
 
   await page.goto(`/t/${team.url}/documents/`);
 
-  await page.getByTestId('folder-card-more-button').nth(0).click();
+  const folderMoreBtn3 = page.getByTestId('folder-card-more-button').nth(0);
+  await openDropdownMenu(page, folderMoreBtn3);
+  await expect(page.getByRole('menuitem', { name: 'Settings' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Settings' }).click();
 
   await expect(page.getByRole('combobox', { name: 'Visibility' })).toHaveText('Everyone');
@@ -966,7 +992,9 @@ test('[TEAMS]: team member can move documents to everyone folder', async ({ page
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1018,7 +1046,9 @@ test('[TEAMS]: team manager can move manager document to manager folder', async
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1071,7 +1101,9 @@ test('[TEAMS]: team manager can move manager document to everyone folder', async
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1124,7 +1156,9 @@ test('[TEAMS]: team manager can move everyone document to manager folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1177,7 +1211,9 @@ test('[TEAMS]: team admin can move admin document to admin folder', async ({ pag
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1228,7 +1264,9 @@ test('[TEAMS]: team admin can move admin document to manager folder', async ({ p
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1279,7 +1317,9 @@ test('[TEAMS]: team admin can move admin document to everyone folder', async ({
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1330,7 +1370,9 @@ test('[TEAMS]: team admin can move manager document to admin folder', async ({ p
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1381,7 +1423,9 @@ test('[TEAMS]: team admin can move manager document to manager folder', async ({
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1432,7 +1476,9 @@ test('[TEAMS]: team admin can move manager document to everyone folder', async (
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click({ force: true });
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1483,7 +1529,9 @@ test('[TEAMS]: team admin can move everyone document to admin folder', async ({
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1534,7 +1582,9 @@ test('[TEAMS]: team admin can move everyone document to manager folder', async (
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1585,7 +1635,9 @@ test('[TEAMS]: team admin can move everyone document to everyone folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1630,7 +1682,9 @@ test('[TEAMS]: team owner can move admin document to admin folder', async ({ pag
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1675,7 +1729,9 @@ test('[TEAMS]: team owner can move admin document to manager folder', async ({ p
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1720,7 +1776,9 @@ test('[TEAMS]: team owner can move admin document to everyone folder', async ({
   await expect(page.getByText('[TEST] Admin Document')).toBeVisible();
 
   const adminDocRow = page.getByRole('row', { name: /\[TEST\] Admin Document/ });
-  await adminDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = adminDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1765,7 +1823,9 @@ test('[TEAMS]: team owner can move manager document to admin folder', async ({ p
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1810,7 +1870,9 @@ test('[TEAMS]: team owner can move manager document to manager folder', async ({
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1855,7 +1917,9 @@ test('[TEAMS]: team owner can move manager document to everyone folder', async (
   await expect(page.getByText('[TEST] Manager Document')).toBeVisible();
 
   const managerDocRow = page.getByRole('row', { name: /\[TEST\] Manager Document/ });
-  await managerDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = managerDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();
@@ -1900,7 +1964,9 @@ test('[TEAMS]: team owner can move everyone document to admin folder', async ({
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Admin Folder' })).toBeVisible();
@@ -1945,7 +2011,9 @@ test('[TEAMS]: team owner can move everyone document to manager folder', async (
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Manager Folder' })).toBeVisible();
@@ -1990,7 +2058,9 @@ test('[TEAMS]: team owner can move everyone document to everyone folder', async
   await expect(page.getByText('[TEST] Everyone Document')).toBeVisible();
 
   const everyoneDocRow = page.getByRole('row', { name: /\[TEST\] Everyone Document/ });
-  await everyoneDocRow.getByTestId('document-table-action-btn').click();
+  const docActionBtn = everyoneDocRow.getByTestId('document-table-action-btn');
+  await openDropdownMenu(page, docActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Move to Folder' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Move to Folder' }).click();
 
   await expect(page.getByRole('button', { name: 'Everyone Folder' })).toBeVisible();

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

@@ -6,7 +6,11 @@ import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { expectTextToBeVisible, expectTextToNotBeVisible } from '../fixtures/generic';
+import {
+  expectTextToBeVisible,
+  expectTextToNotBeVisible,
+  openDropdownMenu,
+} from '../fixtures/generic';
 
 test('[ORGANISATIONS]: create and delete organisation', async ({ page }) => {
   const { user, organisation } = await seedUser({
@@ -399,7 +403,9 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
   await expect(page.getByText('Team members have been added').first()).toBeVisible();
 
   // Update CUSTOM_GROUP_B
-  await page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button').click();
+  const updateBtn = page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button');
+  await openDropdownMenu(page, updateBtn);
+  await expect(page.getByRole('menuitem', { name: 'Update role' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Update role' }).click();
   await page.getByRole('combobox').click();
   await page.getByRole('option', { name: 'Team Admin' }).click();
@@ -409,7 +415,9 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
   await page.reload();
 
   // Delete CUSTOM_GROUP_B
-  await page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button').click();
+  const deleteBtn = page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button');
+  await openDropdownMenu(page, deleteBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
   await expectTextToBeVisible(page, 'You have successfully removed this group from the team.');
@@ -477,7 +485,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user2.email)).toBeVisible();
   await expect(page.getByText(user3.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user3.email }).getByRole('button').click();
+  const inviteActionBtn = page.getByRole('row', { name: user3.email }).getByRole('button');
+  await openDropdownMenu(page, inviteActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await expect(page.getByText('Invitation has been deleted').first()).toBeVisible();
   await expect(page.getByText(user3.email)).not.toBeVisible();
@@ -508,7 +518,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user.email)).toBeVisible();
   await expect(page.getByText(user2.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user2.email }).getByRole('button').click();
+  const memberActionBtn = page.getByRole('row', { name: user2.email }).getByRole('button');
+  await openDropdownMenu(page, memberActionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Remove' }).click();
   await expect(page.getByText('You have successfully removed').first()).toBeVisible();
@@ -522,7 +534,9 @@ test('[ORGANISATIONS]: member invites', async ({ page }) => {
   await expect(page.getByText(user.email)).toBeVisible();
   await expect(page.getByText(user2.email)).toBeVisible();
 
-  await page.getByRole('row', { name: user2.email }).getByRole('button').click();
+  const orgMemberBtn = page.getByRole('row', { name: user2.email }).getByRole('button');
+  await openDropdownMenu(page, orgMemberBtn);
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
   await expect(page.getByText('You have successfully removed this user').first()).toBeVisible();

packages/app-tests/e2e/public-profiles/public-profiles.spec.ts

@@ -1,10 +1,12 @@
 import { expect, test } from '@playwright/test';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
 import { seedDirectTemplate } from '@documenso/prisma/seed/templates';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
+import { expectToastTextToBeVisible } from '../fixtures/generic';
 
 test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -44,6 +46,9 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
     .fill('public-direct-template-description');
   await page.getByRole('button', { name: 'Update' }).click();
 
+  // Wait for toast
+  await expectToastTextToBeVisible(page, 'Template has been updated');
+
   // Check that public profile is disabled.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${publicProfileUrl}`);
   await expect(page.locator('body')).toContainText('404 Profile not found');
@@ -51,7 +56,21 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
   // Go back to public profile page.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/t/${team.url}/settings/public-profile`);
   await page.getByRole('switch').click();
-  await page.waitForTimeout(1000);
+
+  // Expect profile to be enabled via db.
+  await expect
+    .poll(
+      async () => {
+        const profile = await prisma.teamProfile.findFirst({
+          where: { teamId: team.id },
+        });
+        return profile?.enabled;
+      },
+      {
+        timeout: 1000,
+      },
+    )
+    .toBeTruthy();
 
   // Assert values.
   await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/p/${publicProfileUrl}`);

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

@@ -11,7 +11,11 @@ import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { checkDocumentTabCount } from '../fixtures/documents';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import {
+  expectTextToBeVisible,
+  expectToastTextToBeVisible,
+  openDropdownMenu,
+} from '../fixtures/generic';
 
 test('[TEAMS]: check team documents count', async ({ page }) => {
   const { team, teamOwner, teamMember2 } = await seedTeamDocuments();
@@ -239,21 +243,15 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
   });
 
-  await expect(async () => {
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
-    await page.getByTestId('document-table-action-btn').first().click();
+  await expect(actionBtn).toBeAttached();
-
+  await openDropdownMenu(page, actionBtn);
-    await page.waitForTimeout(1000);
+  await expect(page.getByRole('menuitem', { name: 'Resend' })).toBeVisible();
-
+  await page.getByRole('menuitem', { name: 'Resend' }).click();
-    await expect(page.getByRole('menuitem', { name: 'Resend' })).toBeVisible();
-  }).toPass();
-
-  await page.getByRole('menuitem').filter({ hasText: 'Resend' }).click();
   await page.getByLabel('test.documenso.com').first().click();
   await page.getByRole('button', { name: 'Send reminder' }).click();
 
-  await expect(
+  await expectToastTextToBeVisible(page, 'Document re-sent');
-    page.getByRole('status').filter({ hasText: 'Document re-sent' }).first(),
-  ).toBeVisible();
 });
 
 test('[TEAMS]: delete draft team document', async ({ page }) => {
@@ -265,14 +263,12 @@ test('[TEAMS]: delete draft team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=DRAFT`,
   });
 
-  await expect(async () => {
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
-    await page.getByTestId('document-table-action-btn').first().click();
+  await expect(actionBtn).toBeVisible({
-
+    timeout: 500,
-    await page.waitForTimeout(1000);
+  });
-
+  await openDropdownMenu(page, actionBtn);
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
   await page.getByRole('menuitem', { name: 'Delete' }).click();
   await page.getByRole('button', { name: 'Delete' }).click();
 
@@ -309,14 +305,12 @@ test('[TEAMS]: delete pending team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
   });
 
-  await expect(async () => {
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
-    await page.getByTestId('document-table-action-btn').first().click();
+  await expect(actionBtn).toBeVisible({
-
+    timeout: 500,
-    await page.waitForTimeout(1000);
+  });
-
+  await openDropdownMenu(page, actionBtn);
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
   await page.getByRole('menuitem', { name: 'Delete' }).click({ force: true });
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click({ force: true });
@@ -354,14 +348,12 @@ test('[TEAMS]: delete completed team document', async ({ page }) => {
     redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
   });
 
-  await expect(async () => {
+  const actionBtn = page.getByTestId('document-table-action-btn').first();
-    await page.getByTestId('document-table-action-btn').first().click();
+  await expect(actionBtn).toBeVisible({
-
+    timeout: 500,
-    await page.waitForTimeout(1000);
+  });
-
+  await openDropdownMenu(page, actionBtn);
-    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
-  }).toPass();
-
   await page.getByRole('menuitem', { name: 'Delete' }).click({ force: true });
   await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
   await page.getByRole('button', { name: 'Delete' }).click({ force: true });

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

@@ -5,6 +5,7 @@ import { seedTeamEmailVerification } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
+import { openDropdownMenu } from '../fixtures/generic';
 
 test('[TEAMS]: send team email request', async ({ page }) => {
   const { user, team } = await seedUser();
@@ -54,8 +55,13 @@ test('[TEAMS]: delete team email', async ({ page }) => {
     redirectPath: `/t/${team.url}/settings`,
   });
 
-  await page.locator('section div').filter({ hasText: 'Team email' }).getByRole('button').click();
+  const settingsBtn = page
+    .locator('section div')
+    .filter({ hasText: 'Team email' })
+    .getByRole('button');
+  await openDropdownMenu(page, settingsBtn);
 
+  await expect(page.getByRole('menuitem', { name: 'Remove' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Remove' }).click();
   await page.getByRole('button', { name: 'Remove' }).click();
 

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

@@ -296,7 +296,13 @@ test.describe('AutoSave Fields Step', () => {
         ['SIGNATURE', 'TEXT'].toSorted(),
       );
 
-      const textField = fields[1];
+      const textField = fields.find((field) => field.type === 'TEXT');
+      expect(textField).toBeDefined();
+
+      if (!textField) {
+        throw new Error('No text field');
+      }
+
       expect(textField.fieldMeta).toBeDefined();
 
       if (

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

@@ -5,6 +5,7 @@ import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 
 import { apiSignin } from '../fixtures/authentication';
+import { openDropdownMenu } from '../fixtures/generic';
 
 test('[TEMPLATES]: view templates', async ({ page }) => {
   const { team, owner, organisation } = await seedTeam({
@@ -71,13 +72,14 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
   });
 
   for (const template of ['Team template 1', 'Team template 2']) {
-    await page
+    const actionBtn = page
       .getByRole('row', { name: template })
       .getByRole('cell', { name: 'Use Template' })
       .getByRole('button')
-      .nth(1)
+      .nth(1);
-      .click();
+    await openDropdownMenu(page, actionBtn);
 
+    await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
     await page.getByRole('menuitem', { name: 'Delete' }).click();
     await page.getByRole('button', { name: 'Delete' }).click();
     await expect(page.getByText('Template deleted').first()).toBeVisible();
@@ -110,7 +112,9 @@ test('[TEMPLATES]: duplicate template', async ({ page }) => {
   });
 
   // Duplicate team template.
-  await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+  const actionBtn = page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1);
+  await openDropdownMenu(page, actionBtn);
+  await expect(page.getByRole('menuitem', { name: 'Duplicate' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Duplicate' }).click();
   await page.getByRole('button', { name: 'Duplicate' }).click();
   await expect(page.getByText('Template duplicated').first()).toBeVisible();

packages/app-tests/e2e/user/password.spec.ts

@@ -3,7 +3,7 @@ import { type Page, expect, test } from '@playwright/test';
 import { prisma } from '@documenso/prisma';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { apiSignin, apiSignout, checkSessionValid } from '../fixtures/authentication';
 
 test.use({ storageState: { cookies: [], origins: [] } });
 
@@ -17,6 +17,7 @@ test('[USER] can reset password via forgot password', async ({ page }: { page: P
 
   await page.goto('http://localhost:3000/signin');
   await page.getByRole('link', { name: 'Forgot your password?' }).click();
+  await expect(page).toHaveURL('http://localhost:3000/forgot-password');
 
   await page.getByRole('textbox', { name: 'Email' }).click();
   await page.getByRole('textbox', { name: 'Email' }).fill(user.email);
@@ -24,7 +25,9 @@ test('[USER] can reset password via forgot password', async ({ page }: { page: P
   await expect(page.getByRole('button', { name: 'Reset Password' })).toBeEnabled();
   await page.getByRole('button', { name: 'Reset Password' }).click();
 
-  await expect(page.locator('body')).toContainText('Reset email sent', { timeout: 10000 });
+  await expect(page.locator('body')).toContainText('Reset email sent', {
+    timeout: 10000,
+  });
 
   const foundToken = await prisma.passwordResetToken.findFirstOrThrow({
     where: {
@@ -109,3 +112,116 @@ test('[USER] can reset password via user settings', async ({ page }: { page: Pag
   await page.waitForURL('/settings/profile');
   await expect(page).toHaveURL('/settings/profile');
 });
+
+test('[USER] password reset invalidates all sessions', async ({ page }: { page: Page }) => {
+  const oldPassword = 'Test123!';
+  const newPassword = 'Test124!';
+
+  const { user } = await seedUser({
+    password: oldPassword,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  const initialCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+
+  await page.goto('http://localhost:3000/signin');
+  await page.getByRole('link', { name: 'Forgot your password?' }).click();
+  await expect(page).toHaveURL('http://localhost:3000/forgot-password');
+  await page.getByRole('textbox', { name: 'Email' }).fill(user.email);
+  await page.getByRole('button', { name: 'Reset Password' }).click();
+  await expect(page.locator('body')).toContainText('Reset email sent', {
+    timeout: 10000,
+  });
+
+  const foundToken = await prisma.passwordResetToken.findFirstOrThrow({
+    where: { userId: user.id },
+  });
+
+  await page.goto(`http://localhost:3000/reset-password/${foundToken.token}`);
+  await page.getByLabel('Password', { exact: true }).fill(newPassword);
+  await page.getByLabel('Repeat Password').fill(newPassword);
+  await page.getByRole('button', { name: 'Reset Password' }).click();
+  await expect(page.locator('body')).toContainText('Your password has been updated successfully.');
+
+  await page.context().addCookies(initialCookies);
+
+  await page.goto('http://localhost:3000/settings/profile');
+  await expect(page).toHaveURL('http://localhost:3000/signin');
+
+  expect(await checkSessionValid(page)).toBe(false);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: newPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  await page.waitForURL('/settings/profile');
+  expect(await checkSessionValid(page)).toBe(true);
+});
+
+test('[USER] password update invalidates other sessions but keeps current', async ({
+  page,
+}: {
+  page: Page;
+}) => {
+  const oldPassword = 'Test123!';
+  const newPassword = 'Test124!';
+
+  const { user } = await seedUser({
+    password: oldPassword,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  const initialCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+  await apiSignin({
+    page,
+    email: user.email,
+    password: oldPassword,
+    redirectPath: '/settings/profile',
+  });
+
+  expect(await checkSessionValid(page)).toBe(true);
+
+  await page.goto('http://localhost:3000/settings/security');
+  await page.getByLabel('Current password').fill(oldPassword);
+  await page.getByLabel('New password').fill(newPassword);
+  await page.getByLabel('Repeat password').fill(newPassword);
+  await page.getByRole('button', { name: 'Update password' }).click();
+  await expect(page.locator('body')).toContainText('Password updated');
+
+  const finalCookies = await page.context().cookies();
+
+  await page.context().clearCookies();
+  await page.context().addCookies(initialCookies);
+  await page.goto('http://localhost:3000/settings/profile');
+  await expect(page).toHaveURL('http://localhost:3000/signin');
+  expect(await checkSessionValid(page)).toBe(false);
+
+  await page.context().clearCookies();
+  await page.context().addCookies(finalCookies);
+  await page.goto('http://localhost:3000/settings/security');
+  await expect(page).toHaveURL('http://localhost:3000/settings/security');
+  expect(await checkSessionValid(page)).toBe(true);
+});

packages/app-tests/e2e/webhooks/webhooks-crud.spec.ts

@@ -7,7 +7,7 @@ import { seedBlankDocument } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
-import { expectTextToBeVisible } from '../fixtures/generic';
+import { expectTextToBeVisible, openDropdownMenu } from '../fixtures/generic';
 
 /**
  * Helper function to seed a webhook directly in the database for testing.
@@ -147,9 +147,11 @@ test('[WEBHOOKS]: delete webhook', async ({ page }) => {
 
   // Find the row with the webhook and click the action dropdown
   const webhookRow = page.locator('tr', { hasText: webhookUrl });
-  await webhookRow.getByTestId('webhook-table-action-btn').click();
+  const actionBtn = webhookRow.getByTestId('webhook-table-action-btn');
+  await openDropdownMenu(page, actionBtn);
 
   // Click Delete menu item
+  await expect(page.getByRole('menuitem', { name: 'Delete' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Delete' }).click();
 
   // Fill in confirmation field
@@ -196,9 +198,11 @@ test('[WEBHOOKS]: update webhook', async ({ page }) => {
 
   // Find the row with the webhook and click the action dropdown
   const webhookRow = page.locator('tr', { hasText: originalWebhookUrl });
-  await webhookRow.getByTestId('webhook-table-action-btn').click();
+  const actionBtn = webhookRow.getByTestId('webhook-table-action-btn');
+  await openDropdownMenu(page, actionBtn);
 
   // Click Edit menu item
+  await expect(page.getByRole('menuitem', { name: 'Edit' })).toBeVisible();
   await page.getByRole('menuitem', { name: 'Edit' }).click();
 
   // Wait for dialog to open

packages/app-tests/package.json

@@ -7,7 +7,7 @@
   "scripts": {
     "test:dev": "NODE_OPTIONS=--experimental-require-module playwright test",
     "test-ui:dev": "NODE_OPTIONS=--experimental-require-module playwright test --ui",
-    "test:e2e": "NODE_OPTIONS=--experimental-require-module NODE_ENV=test start-server-and-test \"npm run start -w @documenso/remix\" http://localhost:3000 \"playwright test $E2E_TEST_PATH\""
+    "test:e2e": "NODE_OPTIONS=--experimental-require-module NODE_ENV=test NEXT_PRIVATE_LOGGER_FILE_PATH=./logs.json start-server-and-test \"npm run start -w @documenso/remix\" http://localhost:3000 \"playwright test $E2E_TEST_PATH\""
   },
   "keywords": [],
   "author": "",

packages/app-tests/playwright.config.ts

@@ -1,7 +1,21 @@
 import { defineConfig, devices } from '@playwright/test';
 import dotenv from 'dotenv';
+import os from 'os';
 import path from 'path';
 
+function calculateWorkers() {
+  const total = os.cpus().length;
+
+  // Reserve 2 cores for the system
+  const usable = Math.max(total - 2, 1);
+
+  // 1 worker per 2 cores, minimum 1
+  const workers = Math.max(Math.floor(usable / 2), 1);
+
+  // Max 6 workers
+  return Math.min(workers, 6);
+}
+
 const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
 
 ENV_FILES.forEach((file) => {
@@ -15,9 +29,8 @@ ENV_FILES.forEach((file) => {
  */
 export default defineConfig({
   testDir: './e2e',
-  /* Run tests in files in parallel */
+  fullyParallel: true,
-  fullyParallel: false,
+  workers: 10, // See Projects where 10 is utilized for API tests. We're not running 10 workers for UI tests.
-  workers: 2,
   maxFailures: process.env.CI ? 1 : undefined,
   /* Fail the build on CI if you accidentally left test.only in the source code. */
   forbidOnly: !!process.env.CI,
@@ -31,25 +44,54 @@ export default defineConfig({
     baseURL: 'http://localhost:3000',
 
     /* Collect trace when retrying the failed test. See https://playwright.dev/docs/trace-viewer */
-    trace: 'on',
+    trace: 'retain-on-failure',
-
+    video: 'retain-on-failure',
-    video: 'on-first-retry',
 
     /* Add explicit timeouts for actions */
     actionTimeout: 15_000,
     navigationTimeout: 30_000,
+
+    contextOptions: {
+      reducedMotion: 'reduce',
+    },
+
+    /* Disable animations via cookie for more stable tests */
+    storageState: {
+      cookies: [
+        {
+          name: '__disable_animations',
+          value: 'true',
+          domain: 'localhost',
+          path: '/',
+          expires: -1,
+          httpOnly: false,
+          secure: false,
+          sameSite: 'Lax' as const,
+        },
+      ],
+      origins: [],
+    },
   },
 
   timeout: 60_000,
 
   /* Configure projects for major browsers */
   projects: [
+    // API Tests e2e/api/**/*.spec.ts
     {
-      name: 'chromium',
+      name: 'api',
+      testMatch: /e2e\/api\/.*\.spec\.ts/,
+      workers: 10, // Limited by DB connections before it gets flakey.
+    },
+    // Run UI Tests
+    {
+      name: 'ui',
+      testMatch: /e2e\/(?!api\/).*\.spec\.ts/,
       use: {
         ...devices['Desktop Chrome'],
         viewport: { width: 1920, height: 1200 },
       },
+      workers: calculateWorkers(),
     },
 
     // {

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

@@ -24,6 +24,7 @@ import { env } from '@documenso/lib/utils/env';
 import { prisma } from '@documenso/prisma';
 
 import { AuthenticationErrorCode } from '../lib/errors/error-codes';
+import { invalidateSessions } from '../lib/session/session';
 import { getCsrfCookie } from '../lib/session/session-cookies';
 import { onAuthorize } from '../lib/utils/authorizer';
 import { getSession } from '../lib/utils/get-session';
@@ -170,15 +171,38 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
     const { password, currentPassword } = c.req.valid('json');
     const requestMetadata = c.get('requestMetadata');
 
-    const session = await getSession(c);
+    const { session, user } = await getSession(c);
 
     await updatePassword({
-      userId: session.user.id,
+      userId: user.id,
       password,
       currentPassword,
       requestMetadata,
     });
 
+    const userSessionIds = await prisma.session
+      .findMany({
+        where: {
+          userId: user.id satisfies number, // Incase we pass undefined somehow.
+          id: {
+            not: session.id,
+          },
+        },
+        select: {
+          id: true,
+        },
+      })
+      .then((sessions) => sessions.map((s) => s.id));
+
+    if (userSessionIds.length > 0) {
+      await invalidateSessions({
+        userId: user.id,
+        sessionIds: userSessionIds,
+        metadata: requestMetadata,
+        isRevoke: true,
+      });
+    }
+
     return c.text('OK', 201);
   })
   /**
@@ -231,12 +255,33 @@ export const emailPasswordRoute = new Hono<HonoAuthContext>()
 
     const requestMetadata = c.get('requestMetadata');
 
-    await resetPassword({
+    const { userId } = await resetPassword({
       token,
       password,
       requestMetadata,
     });
 
+    // Invalidate all sessions after successful password reset
+    const userSessionIds = await prisma.session
+      .findMany({
+        where: {
+          userId: userId satisfies number, // Incase we pass undefined somehow.
+        },
+        select: {
+          id: true,
+        },
+      })
+      .then((sessions) => sessions.map((session) => session.id));
+
+    if (userSessionIds.length > 0) {
+      await invalidateSessions({
+        userId,
+        sessionIds: userSessionIds,
+        metadata: requestMetadata,
+        isRevoke: true,
+      });
+    }
+
     return c.text('OK', 201);
   })
   /**

packages/email/package.json

@@ -32,17 +32,17 @@
     "@react-email/img": "0.0.11",
     "@react-email/link": "0.0.12",
     "@react-email/preview": "0.0.13",
-    "@react-email/render": "0.0.17",
+    "@react-email/render": "2.0.0",
     "@react-email/row": "0.0.12",
     "@react-email/section": "0.0.16",
     "@react-email/tailwind": "^2.0.1",
     "@react-email/text": "0.1.5",
     "nodemailer": "^7.0.10",
-    "react-email": "^5.0.4",
+    "react-email": "^5.0.6",
     "resend": "^6.5.2"
   },
   "devDependencies": {
     "@documenso/tsconfig": "*",
-    "@types/nodemailer": "^6.4.21"
+    "@types/nodemailer": "^7.0.4"
   }
-}
+}

packages/email/render.tsx

@@ -15,7 +15,7 @@ export type RenderOptions = ReactEmail.Options & {
 // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
 const colors = (config.theme?.extend?.colors || {}) as Record<string, string>;
 
-export const render = (element: React.ReactNode, options?: RenderOptions) => {
+export const render = async (element: React.ReactNode, options?: RenderOptions) => {
   const { branding, ...otherOptions } = options ?? {};
 
   return ReactEmail.render(
@@ -36,7 +36,7 @@ export const render = (element: React.ReactNode, options?: RenderOptions) => {
   );
 };
 
-export const renderWithI18N = (element: React.ReactNode, options?: RenderOptions) => {
+export const renderWithI18N = async (element: React.ReactNode, options?: RenderOptions) => {
   const { branding, i18n, ...otherOptions } = options ?? {};
 
   if (!i18n) {
@@ -62,24 +62,3 @@ export const renderWithI18N = (element: React.ReactNode, options?: RenderOptions
     otherOptions,
   );
 };
-
-export const renderAsync = async (element: React.ReactNode, options?: RenderOptions) => {
-  const { branding, ...otherOptions } = options ?? {};
-
-  return await ReactEmail.renderAsync(
-    <BrandingProvider branding={branding}>
-      <Tailwind
-        config={{
-          theme: {
-            extend: {
-              colors,
-            },
-          },
-        }}
-      >
-        {element}
-      </Tailwind>
-    </BrandingProvider>,
-    otherOptions,
-  );
-};

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.handler.ts

@@ -5,6 +5,7 @@ import { EnvelopeType, ReadStatus, SendStatus, SigningStatus } from '@prisma/cli
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -77,7 +78,8 @@ export const run = async ({
   const recipientsToNotify = envelope.recipients.filter(
     (recipient) =>
       (recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
-      recipient.signingStatus !== SigningStatus.REJECTED,
+      recipient.signingStatus !== SigningStatus.REJECTED &&
+      isRecipientEmailValidForSending(recipient),
   );
 
   await io.runTask('send-cancellation-emails', async () => {

packages/lib/jobs/definitions/emails/send-recipient-signed-email.handler.ts

@@ -12,6 +12,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
 import { getEmailContext } from '../../../server-only/email/get-email-context';
 import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
 import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../../utils/recipients';
 import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
 import type { JobRunIO } from '../../client/_internal/job';
 import type { TSendRecipientSignedEmailJobDefinition } from './send-recipient-signed-email';
@@ -79,8 +80,8 @@ export const run = async ({
 
   const recipientReference = recipientName || recipientEmail;
 
-  // Don't send notification if the owner is the one who signed
+  // Don't send notification if the owner is the one who signed.
-  if (owner.email === recipientEmail) {
+  if (owner.email === recipientEmail || !isRecipientEmailValidForSending(recipient)) {
     return;
   }
 

packages/lib/jobs/definitions/emails/send-rejection-emails.handler.ts

@@ -6,6 +6,7 @@ import { EnvelopeType, SendStatus, SigningStatus } from '@prisma/client';
 import { mailer } from '@documenso/email/mailer';
 import DocumentRejectedEmail from '@documenso/email/templates/document-rejected';
 import DocumentRejectionConfirmedEmail from '@documenso/email/templates/document-rejection-confirmed';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -85,36 +86,38 @@ export const run = async ({
   const i18n = await getI18nInstance(emailLanguage);
 
   // Send confirmation email to the recipient who rejected
-  await io.runTask('send-rejection-confirmation-email', async () => {
+  if (isRecipientEmailValidForSending(recipient)) {
-    const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
+    await io.runTask('send-rejection-confirmation-email', async () => {
-      recipientName: recipient.name,
+      const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
-      documentName: envelope.title,
+        recipientName: recipient.name,
-      documentOwnerName: envelope.user.name || envelope.user.email,
+        documentName: envelope.title,
-      reason: recipient.rejectionReason || '',
+        documentOwnerName: envelope.user.name || envelope.user.email,
-      assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+        reason: recipient.rejectionReason || '',
-    });
+        assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+      });
 
-    const [html, text] = await Promise.all([
+      const [html, text] = await Promise.all([
-      renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
+        renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
-      renderEmailWithI18N(recipientTemplate, {
+        renderEmailWithI18N(recipientTemplate, {
-        lang: emailLanguage,
+          lang: emailLanguage,
-        branding,
+          branding,
-        plainText: true,
+          plainText: true,
-      }),
+        }),
-    ]);
+      ]);
 
-    await mailer.sendMail({
+      await mailer.sendMail({
-      to: {
+        to: {
-        name: recipient.name,
+          name: recipient.name,
-        address: recipient.email,
+          address: recipient.email,
-      },
+        },
-      from: senderEmail,
+        from: senderEmail,
-      replyTo: replyToEmail,
+        replyTo: replyToEmail,
-      subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
+        subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
-      html,
+        html,
-      text,
+        text,
+      });
     });
-  });
+  }
 
   // Send notification email to document owner
   await io.runTask('send-owner-notification-email', async () => {

packages/lib/jobs/definitions/emails/send-signing-email.handler.ts

@@ -12,6 +12,7 @@ import {
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentInviteEmailTemplate from '@documenso/email/templates/document-invite';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -177,31 +178,33 @@ export const run = async ({
     includeSenderDetails: settings.includeSenderDetails,
   });
 
-  await io.runTask('send-signing-email', async () => {
+  if (isRecipientEmailValidForSending(recipient)) {
-    const [html, text] = await Promise.all([
+    await io.runTask('send-signing-email', async () => {
-      renderEmailWithI18N(template, { lang: emailLanguage, branding }),
+      const [html, text] = await Promise.all([
-      renderEmailWithI18N(template, {
+        renderEmailWithI18N(template, { lang: emailLanguage, branding }),
-        lang: emailLanguage,
+        renderEmailWithI18N(template, {
-        branding,
+          lang: emailLanguage,
-        plainText: true,
+          branding,
-      }),
+          plainText: true,
-    ]);
+        }),
+      ]);
 
-    await mailer.sendMail({
+      await mailer.sendMail({
-      to: {
+        to: {
-        name: recipient.name,
+          name: recipient.name,
-        address: recipient.email,
+          address: recipient.email,
-      },
+        },
-      from: senderEmail,
+        from: senderEmail,
-      replyTo: replyToEmail,
+        replyTo: replyToEmail,
-      subject: renderCustomEmailTemplate(
+        subject: renderCustomEmailTemplate(
-        documentMeta?.subject || emailSubject,
+          documentMeta?.subject || emailSubject,
-        customEmailTemplate,
+          customEmailTemplate,
-      ),
+        ),
-      html,
+        html,
-      text,
+        text,
+      });
     });
-  });
+  }
 
   await io.runTask('update-recipient', async () => {
     await prisma.recipient.update({

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

@@ -92,9 +92,23 @@ export const run = async ({
       teamId: envelope.teamId,
     });
 
+    // Ensure all CC recipients are marked as signed
+    await prisma.recipient.updateMany({
+      where: {
+        envelopeId: envelope.id,
+        role: RecipientRole.CC,
+      },
+      data: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+    });
+
     const isComplete =
       envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
-      envelope.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
+      envelope.recipients.every(
+        (recipient) =>
+          recipient.signingStatus === SigningStatus.SIGNED || recipient.role === RecipientRole.CC,
+      );
 
     if (!isComplete) {
       throw new AppError(AppErrorCode.UNKNOWN_ERROR, {

packages/lib/server-only/2fa/email/send-2fa-token-email.ts

@@ -5,6 +5,7 @@ import { EnvelopeType } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
 import { AccessAuth2FAEmailTemplate } from '@documenso/email/templates/access-auth-2fa';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -69,6 +70,12 @@ export const send2FATokenEmail = async ({ token, envelopeId }: Send2FATokenEmail
     });
   }
 
+  if (!isRecipientEmailValidForSending(recipient)) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Recipient is missing email address',
+    });
+  }
+
   const twoFactorTokenToken = await generateTwoFactorTokenFromEmail({
     envelopeId,
     email: recipient.email,

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

@@ -14,6 +14,7 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -64,14 +65,18 @@ export const adminSuperDeleteDocument = async ({
     envelope.documentMeta,
   ).documentDeleted;
 
+  const recipientsToNotify = envelope.recipients.filter((recipient) =>
+    isRecipientEmailValidForSending(recipient),
+  );
+
   // if the document is pending, send cancellation emails to all recipients
   if (
     status === DocumentStatus.PENDING &&
-    envelope.recipients.length > 0 &&
+    recipientsToNotify.length > 0 &&
     isDocumentDeletedEmailEnabled
   ) {
     await Promise.all(
-      envelope.recipients.map(async (recipient) => {
+      recipientsToNotify.map(async (recipient) => {
         if (recipient.sendStatus !== SendStatus.SENT) {
           return;
         }

packages/lib/server-only/ai/envelope/detect-fields/index.ts

@@ -2,12 +2,12 @@ import { createCanvas, loadImage } from '@napi-rs/canvas';
 import { DocumentStatus, type Field, RecipientRole } from '@prisma/client';
 import { generateObject } from 'ai';
 import pMap from 'p-map';
-import sharp from 'sharp';
 
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../../../errors/app-error';
 import { getFileServerSide } from '../../../../universal/upload/get-file.server';
+import { resizeImageToGeminiImage } from '../../../../utils/images/resize-image-to-gemini-image';
 import { getEnvelopeById } from '../../../envelope/get-envelope-by-id';
 import { createEnvelopeRecipients } from '../../../recipient/create-envelope-recipients';
 import { vertex } from '../../google';
@@ -238,21 +238,6 @@ const maskFieldsOnImage = async ({ image, width, height, fields }: MaskFieldsOnI
   return canvas.encode('jpeg');
 };
 
-const TARGET_SIZE = 1000;
-
-type ResizeImageOptions = {
-  image: Buffer;
-  size?: number;
-};
-
-/**
- * Resize image to 1000x1000 using fill strategy.
- * Scales to cover the target area and crops any overflow.
- */
-const resizeImageToSquare = async ({ image, size = TARGET_SIZE }: ResizeImageOptions) => {
-  return await sharp(image).resize(size, size, { fit: 'fill' }).toBuffer();
-};
-
 type DetectFieldsFromPageOptions = {
   image: Buffer;
   pageNumber: number;
@@ -267,7 +252,7 @@ const detectFieldsFromPage = async ({
   context,
 }: DetectFieldsFromPageOptions) => {
   // Resize to 1000x1000 for consistent coordinate mapping
-  const resizedImage = await resizeImageToSquare({ image });
+  const resizedImage = await resizeImageToGeminiImage({ image });
 
   // Build messages array
   const messages: Parameters<typeof generateObject>[0]['messages'] = [

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

@@ -2,6 +2,7 @@ import {
   DocumentSigningOrder,
   DocumentStatus,
   EnvelopeType,
+  FieldType,
   RecipientRole,
   SendStatus,
   SigningStatus,
@@ -43,6 +44,14 @@ export type CompleteDocumentWithTokenOptions = {
     email: string;
     name: string;
   };
+  /**
+   * Override the recipient information. This will only work if the recipient
+   * does not have a name or email set.
+   */
+  recipientOverride?: {
+    email?: string;
+    name?: string;
+  };
 };
 
 export const completeDocumentWithToken = async ({
@@ -52,6 +61,7 @@ export const completeDocumentWithToken = async ({
   accessAuthOptions,
   requestMetadata,
   nextSigner,
+  recipientOverride,
 }: CompleteDocumentWithTokenOptions) => {
   const envelope = await prisma.envelope.findFirstOrThrow({
     where: {
@@ -116,6 +126,35 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
+  let recipientName = recipient.name;
+  let recipientEmail = recipient.email;
+
+  // Only trim the name if it's been derived.
+  if (!recipientName) {
+    recipientName = (
+      recipientOverride?.name ||
+      fields.find((field) => field.type === FieldType.NAME)?.customText ||
+      ''
+    ).trim();
+  }
+
+  // Only trim the email if it's been derived.
+  if (!recipient.email) {
+    recipientEmail = (
+      recipientOverride?.email ||
+      fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
+      ''
+    )
+      .trim()
+      .toLowerCase();
+  }
+
+  if (!recipientEmail) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'Recipient email is required',
+    });
+  }
+
   // Check ACCESS AUTH 2FA validation during document completion
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
     documentAuth: envelope.authOptions,
@@ -129,6 +168,12 @@ export const completeDocumentWithToken = async ({
       });
     }
 
+    if (!recipient.email.trim()) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
+      });
+    }
+
     const isValid = await isRecipientAuthorized({
       type: 'ACCESS_2FA',
       documentAuthOptions: envelope.authOptions,
@@ -176,9 +221,43 @@ export const completeDocumentWithToken = async ({
       data: {
         signingStatus: SigningStatus.SIGNED,
         signedAt: new Date(),
+        name: recipientName,
+        email: recipientEmail,
       },
     });
 
+    if (recipientEmail !== recipient.email || recipientName !== recipient.name) {
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
+          envelopeId: envelope.id,
+          user: {
+            name: recipientName,
+            email: recipientEmail,
+          },
+          requestMetadata,
+          data: {
+            recipientEmail: recipient.email,
+            recipientName: recipient.name,
+            recipientId: recipient.id,
+            recipientRole: recipient.role,
+            changes: [
+              {
+                type: RECIPIENT_DIFF_TYPE.NAME,
+                from: recipient.name,
+                to: recipientName,
+              },
+              {
+                type: RECIPIENT_DIFF_TYPE.EMAIL,
+                from: recipient.email,
+                to: recipientEmail,
+              },
+            ],
+          },
+        }),
+      });
+    }
+
     const authOptions = extractDocumentAuthMethods({
       documentAuth: envelope.authOptions,
       recipientAuth: recipient.authOptions,
@@ -189,13 +268,13 @@ export const completeDocumentWithToken = async ({
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
         envelopeId: envelope.id,
         user: {
-          name: recipient.name,
+          name: recipientName,
-          email: recipient.email,
+          email: recipientEmail,
         },
         requestMetadata,
         data: {
-          recipientEmail: recipient.email,
+          recipientEmail: recipientEmail,
-          recipientName: recipient.name,
+          recipientName: recipientName,
           recipientId: recipient.id,
           recipientRole: recipient.role,
           actionAuth: authOptions.derivedRecipientActionAuth,
@@ -247,8 +326,8 @@ export const completeDocumentWithToken = async ({
               type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
               envelopeId: envelope.id,
               user: {
-                name: recipient.name,
+                name: recipientName,
-                email: recipient.email,
+                email: recipientEmail,
               },
               requestMetadata,
               data: {

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

@@ -21,6 +21,7 @@ import type { ApiRequestMetadata } from '../../universal/extract-request-metadat
 import { isDocumentCompleted } from '../../utils/document';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { type EnvelopeIdOptions, unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getMemberRoles } from '../team/get-member-roles';
@@ -209,7 +210,7 @@ const handleDocumentOwnerDelete = async ({
   // Send cancellation emails to recipients.
   await Promise.all(
     envelope.recipients.map(async (recipient) => {
-      if (recipient.sendStatus !== SendStatus.SENT) {
+      if (recipient.sendStatus !== SendStatus.SENT || !isRecipientEmailValidForSending(recipient)) {
         return;
       }
 

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

@@ -26,6 +26,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { isDocumentCompleted } from '../../utils/document';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -118,7 +119,7 @@ export const resendDocument = async ({
 
   await Promise.all(
     recipientsToRemind.map(async (recipient) => {
-      if (recipient.role === RecipientRole.CC) {
+      if (recipient.role === RecipientRole.CC || !isRecipientEmailValidForSending(recipient)) {
         return;
       }
 

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

@@ -16,6 +16,7 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderCustomEmailTemplate } from '../../utils/render-custom-email-template';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { formatDocumentsPath } from '../../utils/teams';
@@ -176,8 +177,12 @@ export const sendCompletedEmail = async ({ id, requestMetadata }: SendDocumentOp
     return;
   }
 
+  const recipientsToNotify = envelope.recipients.filter((recipient) =>
+    isRecipientEmailValidForSending(recipient),
+  );
+
   await Promise.all(
-    envelope.recipients.map(async (recipient) => {
+    recipientsToNotify.map(async (recipient) => {
       const customEmailTemplate = {
         'signer.name': recipient.name,
         'signer.email': recipient.email,

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

@@ -35,8 +35,10 @@ import {
 import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
 import { isDocumentCompleted } from '../../utils/document';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
 import { toCheckboxCustomText, toRadioCustomText } from '../../utils/fields';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
@@ -128,6 +130,24 @@ export const sendDocument = async ({
     );
   }
 
+  // Validate that recipients with auth requirements have a valid email.
+  envelope.recipients.forEach((recipient) => {
+    const auth = extractDocumentAuthMethods({
+      documentAuth: envelope.authOptions,
+      recipientAuth: recipient.authOptions,
+    });
+
+    if (
+      recipient.role !== RecipientRole.CC &&
+      (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) &&
+      !isRecipientEmailValidForSending(recipient)
+    ) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
+      });
+    }
+  });
+
   // Commented out server side checks for minimum 1 signature per signer now since we need to
   // decide if we want to enforce this for API & templates.
   // const fields = await getFieldsForDocument({

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

@@ -12,6 +12,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -69,6 +70,11 @@ export const sendPendingEmail = async ({ id, recipientId }: SendPendingEmailOpti
 
   const { email, name } = recipient;
 
+  // Skip sending email if recipient has no email address
+  if (!isRecipientEmailValidForSending(recipient)) {
+    return;
+  }
+
   const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 
   const template = createElement(DocumentPendingEmailTemplate, {

packages/lib/server-only/embedding-presign/create-embedding-presign-token.ts

@@ -12,11 +12,13 @@ export type CreateEmbeddingPresignTokenOptions = {
    * In development mode, can be set to 0 to create a token that expires immediately (for testing)
    */
   expiresIn?: number;
+  scope?: string;
 };
 
 export const createEmbeddingPresignToken = async ({
   apiToken,
   expiresIn,
+  scope,
 }: CreateEmbeddingPresignTokenOptions) => {
   try {
     // Validate the API token
@@ -40,6 +42,7 @@ export const createEmbeddingPresignToken = async ({
     const token = await new SignJWT({
       aud: String(validatedToken.teamId ?? validatedToken.userId),
       sub: String(validatedToken.id),
+      scope,
     })
       .setProtectedHeader({ alg: 'HS256' })
       .setIssuedAt(now.toJSDate())

packages/lib/server-only/embedding-presign/verify-embedding-presign-token.ts

@@ -7,10 +7,12 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 
 export type VerifyEmbeddingPresignTokenOptions = {
   token: string;
+  scope?: string;
 };
 
 export const verifyEmbeddingPresignToken = async ({
   token,
+  scope,
 }: VerifyEmbeddingPresignTokenOptions) => {
   // First decode the JWT to get the claims without verification
   let decodedToken: JWTPayload;
@@ -81,6 +83,12 @@ export const verifyEmbeddingPresignToken = async ({
     });
   }
 
+  if (decodedToken.scope && scope && decodedToken.scope !== scope) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, {
+      message: 'Presign token scope not matched',
+    });
+  }
+
   // Now verify the token with the actual secret
   const secret = new TextEncoder().encode(apiToken.token);
 

packages/lib/server-only/pdf/add-rejection-stamp-to-pdf.ts

@@ -2,7 +2,7 @@ import type { PDFDocument } from '@cantoo/pdf-lib';
 import { TextAlignment, rgb, setFontAndSize } from '@cantoo/pdf-lib';
 import fontkit from '@pdf-lib/fontkit';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { NEXT_PRIVATE_INTERNAL_WEBAPP_URL } from '../../constants/app';
 import { getPageSize } from './get-page-size';
 
 /**
@@ -16,7 +16,7 @@ export async function addRejectionStampToPdf(
   const pages = pdfDoc.getPages();
   pdfDoc.registerFontkit(fontkit);
 
-  const fontBytes = await fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(
+  const fontBytes = await fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(
     async (res) => res.arrayBuffer(),
   );
 

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

@@ -14,7 +14,7 @@ import {
 } from '@cantoo/pdf-lib';
 import fontkit from '@pdf-lib/fontkit';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { NEXT_PRIVATE_INTERNAL_WEBAPP_URL } from '../../constants/app';
 
 export const removeOptionalContentGroups = (document: PDFDocument) => {
   const context = document.context;
@@ -29,7 +29,7 @@ export const flattenForm = async (document: PDFDocument) => {
 
   const form = document.getForm();
 
-  const fontNoto = await fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(
+  const fontNoto = await fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(
     async (res) => res.arrayBuffer(),
   );
 

packages/lib/server-only/pdf/insert-field-in-pdf-v1.ts

@@ -22,7 +22,7 @@ import { fromCheckboxValue } from '@documenso/lib/universal/field-checkbox';
 import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { NEXT_PRIVATE_INTERNAL_WEBAPP_URL } from '../../constants/app';
 import {
   ZCheckboxFieldMeta,
   ZDateFieldMeta,
@@ -37,8 +37,12 @@ import { getPageSize } from './get-page-size';
 
 export const insertFieldInPDFV1 = async (pdf: PDFDocument, field: FieldWithSignature) => {
   const [fontCaveat, fontNoto] = await Promise.all([
-    fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/caveat.ttf`).then(async (res) => res.arrayBuffer()),
+    fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/caveat.ttf`).then(async (res) =>
-    fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(async (res) => res.arrayBuffer()),
+      res.arrayBuffer(),
+    ),
+    fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(async (res) =>
+      res.arrayBuffer(),
+    ),
   ]);
 
   const isSignatureField = isSignatureFieldType(field.type);

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

@@ -15,7 +15,7 @@ import { fromCheckboxValue } from '@documenso/lib/universal/field-checkbox';
 import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { NEXT_PRIVATE_INTERNAL_WEBAPP_URL } from '../../constants/app';
 import {
   ZCheckboxFieldMeta,
   ZDateFieldMeta,
@@ -30,8 +30,12 @@ import { getPageSize } from './get-page-size';
 
 export const legacy_insertFieldInPDF = async (pdf: PDFDocument, field: FieldWithSignature) => {
   const [fontCaveat, fontNoto] = await Promise.all([
-    fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/caveat.ttf`).then(async (res) => res.arrayBuffer()),
+    fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/caveat.ttf`).then(async (res) =>
-    fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(async (res) => res.arrayBuffer()),
+      res.arrayBuffer(),
+    ),
+    fetch(`${NEXT_PRIVATE_INTERNAL_WEBAPP_URL()}/fonts/noto-sans.ttf`).then(async (res) =>
+      res.arrayBuffer(),
+    ),
   ]);
 
   const isSignatureField = isSignatureFieldType(field.type);

packages/lib/server-only/profile/get-avatar-image.ts

@@ -1,7 +1,7 @@
-import sharp from 'sharp';
-
 import { prisma } from '@documenso/prisma';
 
+import { loadAvatar } from '../../utils/images/avatar';
+
 export type GetAvatarImageOptions = {
   id: string;
 };
@@ -17,10 +17,5 @@ export const getAvatarImage = async ({ id }: GetAvatarImageOptions) => {
     return null;
   }
 
-  const bytes = Buffer.from(avatarImage.bytes, 'base64');
+  return await loadAvatar(avatarImage.bytes);
-
-  return {
-    contentType: 'image/jpeg',
-    content: await sharp(bytes).toFormat('jpeg').toBuffer(),
-  };
 };

packages/lib/server-only/profile/set-avatar-image.ts

@@ -1,11 +1,10 @@
-import sharp from 'sharp';
-
 import { prisma } from '@documenso/prisma';
 
 import { ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/organisations';
 import { TEAM_MEMBER_ROLE_PERMISSIONS_MAP } from '../../constants/teams';
 import { AppError } from '../../errors/app-error';
 import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
+import { optimiseAvatar } from '../../utils/images/avatar';
 import { buildOrganisationWhereQuery } from '../../utils/organisations';
 import { buildTeamWhereQuery } from '../../utils/teams';
 
@@ -100,10 +99,7 @@ export const setAvatarImage = async ({
   let newAvatarImageId: string | null = null;
 
   if (bytes) {
-    const optimisedBytes = await sharp(Buffer.from(bytes, 'base64'))
+    const optimisedBytes = await optimiseAvatar(bytes);
-      .resize(512, 512)
-      .toFormat('jpeg', { quality: 75 })
-      .toBuffer();
 
     const avatarImage = await prisma.avatarImage.create({
       data: {

packages/lib/server-only/recipient/delete-envelope-recipient.ts

@@ -14,7 +14,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { canRecipientBeModified } from '../../utils/recipients';
+import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { getEmailContext } from '../email/get-email-context';
@@ -142,7 +142,8 @@ export const deleteEnvelopeRecipient = async ({
   if (
     recipientToDelete.sendStatus === SendStatus.SENT &&
     isRecipientRemovedEmailEnabled &&
-    envelope.type === EnvelopeType.DOCUMENT
+    envelope.type === EnvelopeType.DOCUMENT &&
+    isRecipientEmailValidForSending(recipientToDelete)
   ) {
     const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 

packages/lib/server-only/recipient/set-document-recipients.ts

@@ -28,7 +28,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
-import { canRecipientBeModified } from '../../utils/recipients';
+import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -294,10 +294,15 @@ export const setDocumentRecipients = async ({
       envelope.documentMeta,
     ).recipientRemoved;
 
-    // Send emails to deleted recipients.
+    // Send emails to deleted recipients who have emails.
     await Promise.all(
       removedRecipients.map(async (recipient) => {
-        if (recipient.sendStatus !== SendStatus.SENT || !isRecipientRemovedEmailEnabled) {
+        if (
+          recipient.sendStatus !== SendStatus.SENT ||
+          recipient.role === RecipientRole.CC ||
+          !isRecipientRemovedEmailEnabled ||
+          !isRecipientEmailValidForSending(recipient)
+        ) {
           return;
         }
 

packages/lib/server-only/user/reset-password.ts

@@ -85,4 +85,8 @@ export const resetPassword = async ({ token, password, requestMetadata }: ResetP
       },
     });
   });
+
+  return {
+    userId: foundToken.userId,
+  };
 };

packages/lib/types/recipient.ts

@@ -1,3 +1,4 @@
+import { msg } from '@lingui/core/macro';
 import { z } from 'zod';
 
 import { RecipientSchema } from '@documenso/prisma/generated/zod/modelSchema/RecipientSchema';
@@ -110,3 +111,13 @@ export const ZEnvelopeRecipientManySchema = ZRecipientManySchema.omit({
   documentId: true,
   templateId: true,
 });
+
+export const ZRecipientEmailSchema = z.union([
+  z.literal(''),
+  z
+    .string()
+    .trim()
+    .toLowerCase()
+    .email({ message: msg`Invalid email`.id })
+    .max(254),
+]);

packages/lib/utils/images/avatar.ts

@@ -0,0 +1,16 @@
+import sharp from 'sharp';
+
+export const optimiseAvatar = async (bytes: string) => {
+  return await sharp(Buffer.from(bytes, 'base64'))
+    .resize(512, 512)
+    .toFormat('jpeg', { quality: 75 })
+    .toBuffer();
+};
+
+export const loadAvatar = async (bytes: string) => {
+  const content = await sharp(Buffer.from(bytes, 'base64')).toFormat('jpeg').toBuffer();
+  return {
+    contentType: 'image/jpeg',
+    content,
+  };
+};

packages/lib/utils/images/logo.ts

@@ -0,0 +1,10 @@
+import sharp from 'sharp';
+
+export const loadLogo = async (file: Uint8Array) => {
+  const content = await sharp(file).toFormat('png', { quality: 80 }).toBuffer();
+
+  return {
+    contentType: 'image/png',
+    content,
+  };
+};

packages/lib/utils/images/resize-image-to-gemini-image.ts

@@ -0,0 +1,19 @@
+import sharp from 'sharp';
+
+export const TARGET_SIZE = 1000;
+
+type ResizeImageToGeminiImageOptions = {
+  image: Buffer;
+  size?: number;
+};
+
+/**
+ * Resize image to 1000x1000 using fill strategy.
+ * Scales to cover the target area and crops any overflow.
+ */
+export const resizeImageToGeminiImage = async ({
+  image,
+  size = TARGET_SIZE,
+}: ResizeImageToGeminiImageOptions) => {
+  return await sharp(image).resize(size, size, { fit: 'fill' }).toBuffer();
+};

packages/lib/utils/images/svg-to-png.ts

@@ -0,0 +1,5 @@
+import sharp from 'sharp';
+
+export const svgToPng = async (svg: string) => {
+  return await sharp(Buffer.from(svg)).toFormat('png').toBuffer();
+};

packages/lib/utils/recipients.ts

@@ -1,5 +1,6 @@
 import type { Envelope } from '@prisma/client';
 import { type Field, type Recipient, RecipientRole, SigningStatus } from '@prisma/client';
+import { z } from 'zod';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { extractLegacyIds } from '../universal/id';
@@ -58,3 +59,7 @@ export const mapRecipientToLegacyRecipient = (
     ...legacyId,
   };
 };
+
+export const isRecipientEmailValidForSending = (recipient: Pick<Recipient, 'email'>) => {
+  return z.string().email().safeParse(recipient.email).success;
+};

packages/prisma/seed/documents.ts

@@ -587,6 +587,9 @@ export const seedPendingDocumentWithFullFields = async ({
     where: {
       envelopeId: document.id,
     },
+    orderBy: {
+      signingOrder: 'asc',
+    },
     include: {
       fields: true,
     },

packages/trpc/server/embedding-router/create-embedding-presign-token.ts

@@ -29,7 +29,7 @@ export const createEmbeddingPresignTokenRoute = procedure
         });
       }
 
-      const { expiresIn } = input;
+      const { expiresIn, scope } = input;
 
       if (IS_BILLING_ENABLED()) {
         const token = await getApiTokenByToken({ token: apiToken });
@@ -54,6 +54,7 @@ export const createEmbeddingPresignTokenRoute = procedure
       const presignToken = await createEmbeddingPresignToken({
         apiToken,
         expiresIn,
+        scope,
       });
 
       return { ...presignToken };

packages/trpc/server/embedding-router/create-embedding-presign-token.types.ts

@@ -21,6 +21,10 @@ export const ZCreateEmbeddingPresignTokenRequestSchema = z.object({
     .optional()
     .default(60)
     .describe('Expiration time in minutes (default: 60, max: 10,080)'),
+  scope: z
+    .string()
+    .optional()
+    .describe('Resource restriction. Example: documentId:1, templateId:2'),
 });
 
 export const ZCreateEmbeddingPresignTokenResponseSchema = z.object({

packages/trpc/server/embedding-router/create-embedding-template.types.ts

@@ -22,6 +22,7 @@ import {
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
 import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
@@ -30,7 +31,7 @@ export const ZCreateEmbeddingTemplateRequestSchema = z.object({
   documentDataId: z.string(),
   recipients: z.array(
     z.object({
-      email: z.union([z.string().length(0), z.string().email()]),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/embedding-router/update-embedding-document.ts

@@ -34,7 +34,10 @@ export const updateEmbeddingDocumentRoute = procedure
         });
       }
 
-      const apiToken = await verifyEmbeddingPresignToken({ token: presignToken });
+      const apiToken = await verifyEmbeddingPresignToken({
+        token: presignToken,
+        scope: `documentId:${input.documentId}`,
+      });
 
       const { documentId, title, externalId, recipients, meta } = input;
 

packages/trpc/server/embedding-router/update-embedding-template.ts

@@ -33,7 +33,10 @@ export const updateEmbeddingTemplateRoute = procedure
         });
       }
 
-      const apiToken = await verifyEmbeddingPresignToken({ token: presignToken });
+      const apiToken = await verifyEmbeddingPresignToken({
+        token: presignToken,
+        scope: `templateId:${input.templateId}`,
+      });
 
       const { templateId, title, externalId, recipients, meta } = input;
 

packages/trpc/server/embedding-router/update-embedding-template.types.ts

@@ -1,4 +1,4 @@
-import { DocumentSigningOrder, FieldType, RecipientRole } from '@prisma/client';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
@@ -21,22 +21,11 @@ import {
   ZFieldPageYSchema,
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
-import { ZFieldAndMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
-const ZFieldSchema = z.object({
-  id: z.number().optional(),
-  type: z.nativeEnum(FieldType),
-  pageNumber: ZFieldPageNumberSchema,
-  pageX: ZFieldPageXSchema,
-  pageY: ZFieldPageYSchema,
-  width: ZFieldWidthSchema,
-  height: ZFieldHeightSchema,
-  fieldMeta: ZFieldMetaSchema.optional(),
-  envelopeItemId: z.string(),
-});
-
 export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   templateId: z.number(),
   title: ZDocumentTitleSchema.optional(),
@@ -44,7 +33,7 @@ export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number().optional(),
-      email: z.union([z.string().length(0), z.string().email()]),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/embedding-router/verify-embedding-presign-token.ts

@@ -17,10 +17,11 @@ export const verifyEmbeddingPresignTokenRoute = procedure
   .output(ZVerifyEmbeddingPresignTokenResponseSchema)
   .mutation(async ({ input }) => {
     try {
-      const { token } = input;
+      const { token, scope } = input;
 
       const apiToken = await verifyEmbeddingPresignToken({
         token,
+        scope,
       }).catch(() => null);
 
       return { success: !!apiToken };