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54 Commits

Author SHA1 Message Date
Lucas Smith 844af17ec2 feat: move email sending into background jobs for retry support
Each direct mailer.sendMail() call is replaced by a dedicated background
job so that email delivery failures can be retried independently.

New jobs: send-pending-email, send-completed-email, send-forgot-password-email,
send-document-super-delete-email, send-recipient-removed-email,
send-document-deleted-emails, send-2fa-token-email, send-resend-document-email,
send-direct-template-created-email.

Existing handlers (send-document-cancelled-emails, send-organisation-member-*,
send-recipient-signed-email) have io.runTask wrappers removed since they
interfere with the job scheduler. Job triggers are dispatched after
transactions commit to avoid race conditions with uncommitted data.
2026-02-20 23:25:37 +11:00
Lucas Smith 653ab3678a feat: better ratelimiting (#2520)
Replace hono-rate-limiter with a Prisma/PostgreSQL bucketed counter
approach that works correctly across multiple instances without sticky
sessions.

- Add RateLimit model with composite PK (key, action, bucket) and atomic
upsert
- Create rate limit factory with window parsing, bucket computation, and
fail-open
- Define auth-tier and API-tier rate limit instances
- Add Hono middleware, rateLimitResponse helper, and tRPC
assertRateLimit helper
- Wire rate limit headers through AppError constructor (was declared but
never assigned)
- Apply rate limits to auth routes (email-password, passkey), tRPC
routes
  (2FA email, link org account), API routes, and file upload endpoints
- Add cleanup cron job for expired rate limit rows (batched delete every
15 min)
- Remove hono-rate-limiter dependency
2026-02-20 12:23:02 +11:00
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
Lucas Smith f3ec8ddc57 v2.6.1 2026-02-18 21:57:10 +11:00
Lucas Smith 9a66d0ebf6 fix: simplify openapi field schemas to fix SDK generation (#2503) 2026-02-18 17:07:46 +11:00
Konrad 29622d3151 fix(i18n): mark strings inside div for translation (#2514) 2026-02-18 13:50:42 +11:00
Lucas Smith 5de2527e54 fix: v2 embed direct templates not reading email/lockEmail from hash params (#2509) 2026-02-18 13:35:04 +11:00
Lucas Smith 6fcf0a638c chore: add translations (#2507) 2026-02-17 11:31:37 +11:00
Louis Liu ff9e6acb7a fix(ui): clarify email settings labels (#2448) 2026-02-16 17:00:24 +11:00
Lucas Smith a60c6a90ab chore: add translations (#2504) 2026-02-16 16:10:43 +11:00
github-actions[bot] f35c19d098 chore: extract translations (#2458) 2026-02-16 14:34:33 +11:00
McMek590 cf8e21bf35 fix: create full sentences for document-signing-auth files (#2451) 2026-02-16 13:30:36 +11:00
Jahangir Babar 3f7c4df1b1 fix: strip diacritics from team URL slug generation (#2489) 2026-02-16 12:36:14 +11:00
Konrad ca199e7885 fix(i18n): mark span strings for translation (#2494) 2026-02-16 12:07:53 +11:00
Konrad 435d61ea57 fix(i18n): mark badge string for translation (#2495) 2026-02-16 11:58:03 +11:00
Konrad 34f14ba69a fix(i18n): mark tabs trigger strings for translation (#2496) 2026-02-16 11:57:44 +11:00
Konrad 51916cd3f0 fix(i18n): mark DialogTitle string for translation (#2497) 2026-02-16 11:57:23 +11:00
Konrad f158305499 fix(i18n): mark paragraph strings for translation (#2498) 2026-02-16 11:57:03 +11:00
Lucas Smith 2e3d22c856 fix: use instance-specific emails for service accounts (#2502) 2026-02-16 11:52:19 +11:00
Ephraim Duncan d66c330d46 fix: match cert and audit log page dimensions to source document (#2473) 2026-02-12 18:25:11 +11:00
David Nguyen 9bcb240895 fix: revert canceled individual subscriptions to free claim (#2483)
## Description

Resolves an issue where individual plan customers who cancel are not
correctly put down to the free plan.

To resolve this, we delete the subscription on the stripe subscription
delete webhook. Since the customerId is stored on the organisation they
can still access their old invoices.
2026-02-12 17:44:33 +11:00
David Nguyen 066e6bc847 fix: envelope editor flush race condition (#2482)
## Description

Fixes a race condition in the envelope editor when opening "Send
Document" immediately after moving/resizing a selected field

Replication
1. Move or resize a field (do not blur the selector/quickbar that
appears when a field is selected)
2. Directly click the "Send Document" dialog
3. Error appears

Note: Step 2 needs to happen relatively fast after step 1 since this is
a race against the flush debouncer

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-02-12 16:32:26 +11:00
David Nguyen 0d65693d55 fix: highlight rejected certificate text (#2478)
## Description

- Update the rejected certificate so that is it more clear on who
rejected the document.
- Updated the audit log generation so that the completed audit log is
included

### Before

<img width="681" height="597" alt="image"
src="https://github.com/user-attachments/assets/3dab41c1-c86f-4555-8d50-3d9245be65d5"
/>

### After

Note that the order of the recipient is different in this case

<img width="818" height="769" alt="image"
src="https://github.com/user-attachments/assets/71f0ac12-5859-47b4-8980-2420ef949d18"
/>

---------

Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2026-02-12 16:06:43 +11:00
Lucas Smith e3dee5e565 fix: auto placement field meta (#2480) 2026-02-12 14:20:52 +11:00
Catalin Pit f1c91c4951 fix: bulk actions improvements (#2440) 2026-02-10 20:13:03 +11:00
Lucas Smith a5ef1d23e6 feat: add team memberships section to admin user detail page (#2457) 2026-02-09 17:35:22 +11:00
github-actions[bot] d91414697d chore: extract translations (#2429) 2026-02-09 17:30:46 +11:00
Konrad e222a872d2 fix(i18n): rewrite audit log messages to support correct grammar (#2455) 2026-02-09 13:20:12 +11:00
Ephraim Duncan e3b0087be6 feat: create plain customer (#2442)
Co-authored-by: Catalin Pit <catalinpit@gmail.com>
2026-02-09 11:24:45 +11:00
Konrad da89ce7c9a fix(i18n): add localization context to dialog messages (#2452) 2026-02-09 10:52:50 +11:00
Konrad b762561f11 chore(i18n): add context to ambiguous message (#2454) 2026-02-09 10:52:00 +11:00
Catalin Pit 9b190ef582 docs: add info callout for enterprise-only embedded authoring (#2443) 2026-02-04 12:41:46 +11:00
Lucas Smith 1669216a91 fix: flatten pdf-lib form fields before sealing document (#2441)
- Fixes checkbox fields not displaying correctly in sealed documents by
calling `flatten()` on the pdf-lib form before saving
2026-02-03 14:24:23 +11:00
Lucas Smith 594a0f0c3f fix: store formValues in database when creating document from template (#2437) 2026-02-02 11:36:06 +11:00
Konrad 39ebc8184a fix(i18n): add pluralization to envelopes-bulk-delete-dialog.tsx (#2428) 2026-01-30 12:43:27 +11:00
Konrad 2df41b9f01 feat(ui): rename sign up button for better clarity (#2427) 2026-01-30 12:30:33 +11:00
Lucas Smith 8704c731c0 chore: upgrade libpdf (#2435) 2026-01-29 23:34:46 +11:00
Lucas Smith eaee0d4bc6 v2.6.0 2026-01-29 18:44:58 +11:00
Lucas Smith 0f8b7670f4 fix: correct path prefix check for static assets caching (#2433) 2026-01-29 16:05:08 +11:00
Catalin Pit 25e148d459 feat: update team member creation dialog with invite functionality (#2366) 2026-01-29 15:15:06 +11:00
David Nguyen 97ceb317a8 fix: license banner not correctly showing (#2432) 2026-01-29 15:09:23 +11:00
David Nguyen c83109628d fix: add license logging (#2431) 2026-01-29 14:08:36 +11:00
David Nguyen a4d0e3e873 fix: resolve safari cert download issues (#2430) 2026-01-29 14:08:07 +11:00
Catalin Pit 59a514c238 feat: allow non-team members as default recipients (#2404) 2026-01-29 13:32:18 +11:00
David Nguyen 1b0df2d082 feat: add license integration (#2346)
Changes:
- Adds integration for the license server.
- Prevent adding flags that the instance is not allowed to add
2026-01-29 13:30:48 +11:00
Catalin Pit d18dcb4d60 feat: autoplace fields from placeholders (#2111)
This PR introduces automatic detection and placement of fields and
recipients based on PDF placeholders.

The placeholders have the following structure:
- `{{fieldType,recipientPosition,fieldMeta}}` 
- `{{text,r1,required=true,textAlign=right,fontSize=50}}`

When the user uploads a PDF document containing such placeholders, they
get converted automatically to Documenso fields and assigned to
recipients.
2026-01-29 13:13:45 +11:00
Konrad d77f81163b fix(i18n): mark missing strings for translation in card components (#2308) 2026-01-29 12:22:07 +11:00
Lahiru Dahampath 62fb9e5248 fix: correct webhook event name in documentation (#2424) 2026-01-29 11:52:36 +11:00
github-actions[bot] 53b0131740 chore: extract translations (#2418) 2026-01-28 21:25:23 +11:00
Catalin Pit 155310b028 feat: add bulk document selection and move functionality (#2387)
This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
2026-01-28 18:27:32 +11:00
Catalin Pit 28bc2dc975 fix: send organisation member removal email to correct user (#2405) 2026-01-28 09:18:58 +02:00
David Nguyen eb3b3b18ce chore: add v1 deprecated docs (#2423) 2026-01-28 14:09:13 +11:00
misha 8bc4f1a713 fix: exclude soft-deleted documents from folder count (#2410) 2026-01-28 13:07:57 +11:00
Timur Ercan d3c898e317 chore: update fair policy with support (#2422)
updated fair policy and added fair self-host support
2026-01-27 17:34:07 +01:00
287 changed files with 23061 additions and 3757 deletions
@@ -0,0 +1,161 @@
---
date: 2026-01-28
title: Pdf Placeholder Field Positioning
---
## Overview
This feature enables automatic field placement in PDFs using placeholder text, eliminating the need for manual coordinate-based positioning. It supports two complementary workflows:
1. **Automatic detection on upload** - PDFs containing structured placeholders like `{{signature, r1}}` have fields created automatically when uploaded
2. **API placeholder positioning** - Developers can reference any text in a PDF to position fields instead of calculating coordinates
## Goals
- Allow users to prepare documents in Word/Google Docs with placeholders that become signature fields
- Reduce friction for document preparation workflows
- Provide API developers with a simpler alternative to coordinate-based field positioning
- Support documents with repeated placeholders (e.g., initials on every page)
## Placeholder Format (Automatic Detection)
```
{{FIELD_TYPE, RECIPIENT, option1=value1, option2=value2}}
```
### Components
- **FIELD_TYPE** (required): One of `signature`, `initials`, `name`, `email`, `date`, `text`, `number`, `radio`, `checkbox`, `dropdown`
- **RECIPIENT** (required): `r1`, `r2`, `r3`, etc. - identifies which recipient the field belongs to
- **OPTIONS** (optional): Key-value pairs like `required=true`, `fontSize=14`, `readOnly=true`
### Examples
- `{{signature, r1}}` - Signature field for first recipient
- `{{text, r1, required=true, label=Company Name}}` - Required text field with label
- `{{number, r2, minValue=0, maxValue=100}}` - Number field with validation
### Behavior
- Placeholders without recipient identifiers (e.g., `{{signature}}`) are skipped during automatic detection - reserved for API use
- Invalid field types are silently skipped
- Placeholder text is covered with white rectangles after field creation
## API Placeholder Positioning
The `/api/v2/envelope/field/create-many` endpoint accepts `placeholder` as an alternative to coordinates:
```json
{
"recipientId": 123,
"type": "SIGNATURE",
"placeholder": "{{signature}}"
}
```
### Parameters
| Parameter | Type | Description |
| ------------- | ------- | -------------------------------------------- |
| `placeholder` | string | Text to search for in the PDF |
| `width` | number | Optional override (percentage) |
| `height` | number | Optional override (percentage) |
| `matchAll` | boolean | When true, creates fields at ALL occurrences |
### matchAll Behavior
- Default (`false`): Only first occurrence gets a field
- `true`: Creates a field at every occurrence of the placeholder text
This is useful for documents requiring initials on every page.
## Implementation Components
### Core Functions
- `extractPlaceholdersFromPDF()` - Scans PDF for `{{...}}` patterns with recipient identifiers
- `removePlaceholdersFromPDF()` - Covers placeholder text with white rectangles
- `whiteoutRegions()` - Low-level helper for drawing white boxes on PDF pages
- `parseFieldTypeFromPlaceholder()` - Converts placeholder field type to FieldType enum
- `parseFieldMetaFromPlaceholder()` - Parses options into fieldMeta format
### Integration Points
1. **Upload flow** (`create-envelope.ts`, `create-envelope-items.ts`)
- Extract placeholders at upload time (before saving to storage)
- Pass placeholders in-memory to envelope creation
- Create placeholder recipients if none provided
- Create fields within the same transaction
2. **API field creation** (`create-envelope-fields.ts`)
- Accept `placeholder` as alternative to coordinates
- Search PDF for placeholder text
- Resolve position from bounding box
- Support `matchAll` for multiple occurrences
### Field Meta Parsing
The following properties are explicitly parsed:
- `required`, `readOnly` → boolean
- `fontSize`, `minValue`, `maxValue`, `characterLimit` → number
- Other properties pass through as strings
Note: Signature fields do not support fieldMeta options.
## Testing
### E2E Tests
**UI Tests** (`e2e/auto-placing-fields/`):
- Single recipient placeholder detection
- Multiple recipient placeholder detection
- Field configuration from placeholder options
- Skipping placeholders without recipient identifiers
- Skipping invalid field types
**API Tests** (`e2e/api/v2/placeholder-fields-api.spec.ts`):
- Placeholder-based field positioning
- Width/height overrides
- Error on placeholder not found
- Mixed coordinate and placeholder positioning
- First occurrence only (default)
- All occurrences with `matchAll: true`
## Documentation
### User Documentation
`/users/documents/pdf-placeholders` - Explains:
- Placeholder format and syntax
- Supported field types
- Recipient identifiers
- Available options per field type
- Troubleshooting
### Developer Documentation
`/developers/public-api/reference` - Documents:
- Coordinate-based positioning (existing)
- Placeholder-based positioning (new)
- matchAll parameter
- Mixing both methods
## Edge Cases Handled
1. **No placeholders found** - Original PDF returned unchanged
2. **Placeholder not found (API)** - Returns error with placeholder text
3. **Multiple occurrences** - First only by default, all with `matchAll: true`
4. **No recipient identifier** - Skipped during auto-detection, works for API
5. **Invalid field type** - Skipped during auto-detection
6. **Signature field with options** - Options ignored (signature doesn't support fieldMeta)
## Future Considerations
- Support for placeholder text styles (bold, underline) to indicate field properties
- Template-level placeholder mapping for reusable configurations
- Placeholder validation in document editor before sending
@@ -0,0 +1,519 @@
---
date: 2026-02-10
title: Envelope Expiration
---
## Summary
Envelopes (documents sent for signing) should automatically expire after a configurable period, preventing recipients from completing stale documents. Expiration is tracked **per-recipient** — when a recipient's signing window lapses, the document owner is notified and can resend (extending the deadline) or cancel. The document itself stays PENDING so other recipients can continue signing.
**Settings cascade**: Organisation → Team → Document (each level can override the prior).
**Default**: 1 month from when the envelope is sent (transitions to PENDING).
---
## 1. Database Schema Changes
### 1.1 Expiration period data shape
Store expiration as a structured JSON object rather than an enum or raw milliseconds. This avoids the enum treadmill (adding `FOUR_MONTHS` later requires a migration) while keeping values validated and meaningful.
**Zod schema** (defined in `packages/lib/constants/envelope-expiration.ts`):
```typescript
export const ZEnvelopeExpirationPeriod = z.union([
z.object({ unit: z.enum(['day', 'week', 'month', 'year']), amount: z.number().int().min(1) }),
z.object({ disabled: z.literal(true) }),
]);
export type TEnvelopeExpirationPeriod = z.infer<typeof ZEnvelopeExpirationPeriod>;
```
Semantics:
- `null` on `DocumentMeta` / `TeamGlobalSettings` = inherit from parent
- `{ disabled: true }` = explicitly never expires
- `{ unit: 'month', amount: 1 }` = expires in 1 month
No Prisma enum is needed — the period is stored as `Json?` on the relevant models (see sections 1.3 and 1.4).
### 1.2 Add expiration fields to `Recipient`
```prisma
model Recipient {
// ... existing fields
expiresAt DateTime?
expirationNotifiedAt DateTime? // null = not yet notified; set when owner notification sent
@@index([expiresAt])
}
```
`expiresAt` is a computed timestamp set when the envelope transitions to PENDING (at send time). It is calculated from the effective expiration period. Storing the concrete timestamp rather than a relative duration means:
- Sweep queries are simple (`WHERE expiresAt <= NOW() AND expirationNotifiedAt IS NULL`)
- No need to re-resolve the settings cascade at query time
- The sender can see the exact deadline in the UI
- The index on `expiresAt` ensures the expiration sweep query is efficient
`expirationNotifiedAt` tracks whether the owner has already been notified about this recipient's expiration, making the notification job idempotent.
### 1.3 Add expiration period to settings models
**OrganisationGlobalSettings** (JSON, application-level default):
```prisma
model OrganisationGlobalSettings {
// ... existing fields
envelopeExpirationPeriod Json?
}
```
Prisma `@default` doesn't work for `Json` columns, so the application-level default (`{ unit: 'month', amount: 1 }`) is applied in `extractDerivedTeamSettings` / `extractDerivedDocumentMeta` when the value is null. The migration should backfill existing rows with `{ "unit": "month", "amount": 1 }`.
**TeamGlobalSettings** (nullable, null = inherit from org):
```prisma
model TeamGlobalSettings {
// ... existing fields
envelopeExpirationPeriod Json?
}
```
### 1.4 Add expiration period to DocumentMeta
This allows per-document override during the document editing flow:
```prisma
model DocumentMeta {
// ... existing fields
envelopeExpirationPeriod Json?
}
```
When null on DocumentMeta, the resolved team/org setting is used at send time. Validated at write time using `ZEnvelopeExpirationPeriod.nullable()`.
**Important**: `envelopeExpirationPeriod` on `DocumentMeta` is a user-facing preference that may be set during the draft editing flow. It does NOT determine the final expiration — that is resolved at send time (see section 2.3). The value stored here is just the user's selection in the document editor.
---
## 2. Expiration Period Resolution
### 2.1 Duration mapping
Add to `packages/lib/constants/envelope-expiration.ts` alongside the Zod schema:
```typescript
import { Duration } from 'luxon';
const UNIT_TO_LUXON_KEY: Record<TEnvelopeExpirationPeriod['unit'], string> = {
day: 'days',
week: 'weeks',
month: 'months',
year: 'years',
};
export const DEFAULT_ENVELOPE_EXPIRATION_PERIOD: TEnvelopeExpirationPeriod = {
unit: 'month',
amount: 1,
};
export const getEnvelopeExpirationDuration = (period: TEnvelopeExpirationPeriod): Duration => {
return Duration.fromObject({ [UNIT_TO_LUXON_KEY[period.unit]]: period.amount });
};
```
### 2.2 Settings cascade integration
`extractDerivedTeamSettings()` in `packages/lib/utils/teams.ts` needs **no code changes** — it iterates `Object.keys(derivedSettings)` and overrides with non-null team values at runtime. The new `envelopeExpirationPeriod` field on both `OrganisationGlobalSettings` and `TeamGlobalSettings` will be automatically picked up.
Update `extractDerivedDocumentMeta()` in `packages/lib/utils/document.ts` to include the new field:
```typescript
envelopeExpirationPeriod: meta.envelopeExpirationPeriod ?? settings.envelopeExpirationPeriod,
```
### 2.3 Compute `expiresAt` at send time
The expiration period is **locked at send time** — when the envelope transitions to PENDING. The concrete `expiresAt` timestamp is computed for each recipient when the document is actually sent.
In `packages/lib/server-only/document/send-document.ts`:
```typescript
// Resolve effective period: document meta -> team/org settings -> default
const rawPeriod =
envelope.documentMeta?.envelopeExpirationPeriod ?? settings.envelopeExpirationPeriod;
const expiresAt = resolveExpiresAt(rawPeriod);
// Inside the $transaction, for each recipient:
await tx.recipient.updateMany({
where: { envelopeId: envelope.id },
data: { expiresAt },
});
```
### 2.4 Compute `expiresAt` in the direct template flow
`create-document-from-direct-template.ts` creates envelopes directly as PENDING and then calls `sendDocument` afterward. Since `sendDocument` handles setting `expiresAt` on recipients, the direct template flow doesn't need to set it directly — `sendDocument` handles it.
---
## 3. Cron Job Infrastructure (New)
The current job system is purely event-triggered. Inngest natively supports cron-triggered functions, but the local provider (used in dev and by self-hosters who don't want a third-party dependency) has no scheduling capability. This section adds cron support to the local provider to maintain feature parity.
### 3.1 Extend `JobDefinition` with cron support
Add an optional `cron` field to the trigger type in `packages/lib/jobs/client/_internal/job.ts`:
```typescript
export type JobDefinition<Name extends string = string, Schema = any> = {
id: string;
name: string;
version: string;
enabled?: boolean;
optimizeParallelism?: boolean;
trigger: {
name: Name;
schema?: z.ZodType<Schema>;
/** Cron expression (e.g. "* * * * *"). When set, the job runs on a schedule. */
cron?: string;
};
handler: (options: { payload: Schema; io: JobRunIO }) => Promise<Json | void>;
};
```
### 3.2 Inngest provider: wire up native cron
In `packages/lib/jobs/client/inngest.ts`, when defining a function, check for `cron`:
```typescript
defineJob(job) {
if (job.trigger.cron) {
this._functions.push(
this._client.createFunction(
{ id: job.id, name: job.name },
{ cron: job.trigger.cron },
async ({ step, logger }) => {
const io = convertInngestIoToJobRunIo(step, logger, this);
await job.handler({ payload: {} as any, io });
},
),
);
} else {
// Existing event-triggered logic (unchanged)
}
}
```
### 3.3 Local provider: poller + deterministic `BackgroundJob` IDs
Use the existing `BackgroundJob` table for multi-instance dedupe instead of advisory locks. This approach keeps implementation Prisma-only (no raw SQL), works for single-instance and multi-instance deployments, and preserves existing retry/visibility behavior.
**On `defineJob()`**: If the job has a `cron` field, register an in-process scheduler entry and start a lightweight poller (every 30s with jitter).
**Each poll tick**:
1. Evaluate whether the cron schedule has one or more due run slots since the last tick (use a real cron parser, e.g. `cron-parser`)
2. For each due slot, build a deterministic run ID from job ID + scheduled slot time
3. Create a `BackgroundJob` row with that deterministic ID using Prisma
4. If insert succeeds → enqueue via the existing local job pipeline
5. If insert fails with Prisma `P2002` (unique violation) → another node already enqueued that run, skip
### 3.4 Summary of changes to the job system
| File | Change |
| ------------------------------------------- | ---------------------------------------------------------------- |
| `packages/lib/jobs/client/_internal/job.ts` | Add optional `cron` field to `trigger` type |
| `packages/lib/jobs/client/local.ts` | Add cron poller + deterministic `BackgroundJob.id` dedupe |
| `packages/lib/jobs/client/inngest.ts` | Wire up `{ cron: ... }` in `createFunction` for cron jobs |
| `packages/lib/jobs/client/_internal/*` | Add cron helper utilities (`getDueCronSlots`, run ID generation) |
---
## 4. Expiration Processing
### 4.1 Two-job architecture
Expiration uses two jobs: a **sweep dispatcher** that runs on a cron schedule and finds expired recipients, and an **individual notification job** that handles the audit log, owner notification email, and webhook for a single recipient. This separation means:
- The sweep is lightweight and fast (just a query + N job triggers)
- Each recipient's expiration notification is independently retryable
- The individual jobs are idempotent — they check `expirationNotifiedAt IS NULL` before processing
### 4.2 Sweep job: `EXPIRE_RECIPIENTS_SWEEP_JOB`
A cron-triggered job that runs every minute to find and dispatch notifications for expired recipients.
**Definition:** `packages/lib/jobs/definitions/internal/expire-recipients-sweep.ts`
**Handler:** `packages/lib/jobs/definitions/internal/expire-recipients-sweep.handler.ts`
```typescript
const expiredRecipients = await prisma.recipient.findMany({
where: {
expiresAt: { lte: new Date() },
expirationNotifiedAt: null,
signingStatus: { notIn: [SigningStatus.SIGNED, SigningStatus.REJECTED] },
envelope: { status: DocumentStatus.PENDING },
},
select: { id: true },
take: 100,
});
for (const recipient of expiredRecipients) {
await jobs.triggerJob({
name: 'internal.notify-recipient-expired',
payload: { recipientId: recipient.id },
});
}
```
### 4.3 Individual notification job: `NOTIFY_RECIPIENT_EXPIRED_JOB`
An event-triggered job that handles a single recipient's expiration.
**Definition:** `packages/lib/jobs/definitions/internal/notify-recipient-expired.ts`
**Handler:** `packages/lib/jobs/definitions/internal/notify-recipient-expired.handler.ts`
The handler:
1. Fetches the recipient (with guard: `expirationNotifiedAt IS NULL` + not signed/rejected)
2. Sets `recipient.expirationNotifiedAt = now()` (idempotency)
3. Creates audit log entry with `DOCUMENT_RECIPIENT_EXPIRED` type
4. Sends email notification to the **document owner** (inline — no separate email job)
5. The document stays PENDING — the owner decides whether to resend or cancel
### 4.4 Register in job client
Add `EXPIRE_RECIPIENTS_SWEEP_JOB_DEFINITION` and `NOTIFY_RECIPIENT_EXPIRED_JOB_DEFINITION` to the job registry in `packages/lib/jobs/client.ts`.
### 4.5 Email template: Recipient Expired
Target the **document owner**:
- Subject: `Signing window expired for "{recipientName}" on "{documentTitle}"`
- Body: "The signing window for {recipientName} ({recipientEmail}) on document {title} has expired. You can resend the document to extend their deadline or cancel the document."
- Include a "View Document" link to the document page in the app
Template files:
- `packages/email/templates/recipient-expired.tsx` — wrapper
- `packages/email/template-components/template-recipient-expired.tsx` — body
### 4.6 Recipient signing guard
In the signing flow, check `recipient.expiresAt` before allowing any signing action. Note that the document stays PENDING even after recipient expiration, so the existing `status !== PENDING` guard does not block expired recipients — an explicit expiration check is required:
```typescript
if (recipient.expiresAt && recipient.expiresAt <= new Date()) {
throw new AppError(AppErrorCode.RECIPIENT_EXPIRED, {
message: 'Recipient signing window has expired',
});
}
```
**Files to update:**
- `packages/lib/server-only/document/complete-document-with-token.ts`
- `packages/lib/server-only/field/sign-field-with-token.ts`
- `packages/lib/server-only/field/remove-signed-field-with-token.ts`
- `packages/lib/server-only/document/reject-document-with-token.ts`
---
## 5. UI Design
### 5.1 Expiration Period Selector Component
Use a number input + unit selector combo. This gives organisations full flexibility to configure any duration without needing schema changes for new options.
**Layout**: A horizontal group with:
- A number `<Input>` (min 1, integer)
- A `<Select>` for the unit (`day`, `week`, `month`, `year`)
- A "Never expires" toggle/checkbox that disables the duration inputs and sets the value to `{ disabled: true }`
At the team level, include an "Inherit from organisation" option that clears the value to `null`.
**Validation**: Use `ZEnvelopeExpirationPeriod` for form validation.
### 5.2 Organisation Settings → Document Preferences
Add a "Default Envelope Expiration" field to the `DocumentPreferencesForm` component. At the org level, there is no "Inherit" option — it must have a concrete value (default: `{ unit: 'month', amount: 1 }`).
### 5.3 Team Settings → Document Preferences
Same field as org, but with the additional "Inherit from organisation" option (stored as `null`).
### 5.4 Document Editor → Settings Step
Add the expiration selector to `packages/ui/primitives/document-flow/add-settings.tsx` inside the "Advanced Options" accordion.
Label: **"Expiration"**
Description: _"How long recipients have to complete this document after it is sent."_
### 5.5 Recipient Signing Page — Expired State
When a recipient visits a signing link for an expired recipient:
- Redirect to `/sign/{token}/expired`
- Show a clear, non-alarming message: "Your signing window has expired. Please contact the sender for a new invitation."
- Do not show the signing form or fields
- The `isExpired` flag in `get-envelope-for-recipient-signing.ts` is derived from `recipient.expiresAt`
### 5.6 Embed Signing — Expired State
Embed signing routes handle recipient expiration by throwing `embed-recipient-expired`:
- `apps/remix/app/routes/embed+/_v0+/sign.$token.tsx` — both V1 and V2 loaders check expiration
- The embed error boundary renders an `EmbedRecipientExpired` component
- Direct templates (`direct.$token.tsx`) create fresh recipients so `isExpired` is always `false`
---
## 6. API / TRPC Changes
### 6.1 Update settings mutation schemas
- `packages/trpc/server/organisation-router/update-organisation-settings.types.ts` — add `envelopeExpirationPeriod: ZEnvelopeExpirationPeriod` (non-nullable at org level)
- `packages/trpc/server/team-router/update-team-settings.types.ts` — add `envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable()` (null = inherit from org)
### 6.2 Update document mutation schemas
- `packages/lib/types/document-meta.ts` — add `envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable()` to the meta schema
- `packages/trpc/server/document-router/create-document.types.ts` — include in meta
- `packages/trpc/server/document-router/update-document.types.ts` — include in meta
- `packages/trpc/server/document-router/distribute-document.types.ts` — include in meta
### 6.3 Expose `expiresAt` in recipient responses
Ensure `expiresAt` and `expirationNotifiedAt` are returned when fetching recipients/documents so the UI can display expiration status.
### 6.4 Webhook / API schema updates
- Recipient schema includes `expiresAt` and `expirationNotifiedAt` fields (replacing the old `expired` field)
- Update `packages/api/v1/schema.ts`, webhook payload types, zapier integration, and sample data generators
---
## 7. Edge Cases & Considerations
### 7.1 Already-sent documents
The migration should NOT retroactively expire existing recipients. `expiresAt` will be null for all existing recipients, meaning they never expire (backward-compatible).
### 7.2 Re-sending / redistributing
When `redistribute` is called on a PENDING document, `expiresAt` should be refreshed on all eligible recipients. Redistributing signals active intent, so the clock should restart.
**Implementation**: `resendDocument` refreshes `recipient.expiresAt` for all recipients that haven't signed/rejected yet.
### 7.3 Multi-recipient partial expiration
If some recipients have signed and others expire, the document stays PENDING. This is the key advantage over document-level expiration — the owner can resend to extend the expired recipients' deadlines without affecting those who've already signed.
### 7.4 Partial completion
Partial signatures are preserved. The document is not sealed/completed until all required recipients have signed (or the owner cancels).
### 7.5 Timezone handling
`expiresAt` is stored as UTC. Display in the sender's configured timezone.
### 7.6 Race condition: signing at expiration time
The signing guard checks `recipient.expiresAt` in application code before the signing operation. The notification job's guard (`expirationNotifiedAt IS NULL` + `signingStatus NOT IN (SIGNED, REJECTED)`) prevents double-notifications. If a recipient signs just before expiration, the sweep's `signingStatus` filter skips them.
### 7.7 Direct template flow
`create-document-from-direct-template.ts` creates envelopes directly as PENDING then calls `sendDocument`. Since `sendDocument` sets `recipient.expiresAt`, no special handling is needed in the direct template flow.
---
## 8. Migration Plan
1. Add Prisma schema changes (`expiresAt` + `expirationNotifiedAt` on Recipient, `Json?` fields on settings models, index)
2. Generate and run migration
3. Backfill: set `envelopeExpirationPeriod` to `{ "unit": "month", "amount": 1 }` on all existing `OrganisationGlobalSettings` rows
4. No backfill on `Recipient.expiresAt` — existing recipients keep null (never expire)
5. Deploy backend changes (jobs, guards, email template)
6. Deploy frontend changes (settings UI, document editor, signing page, embeds)
---
## 9. Files to Create or Modify
### New Files
- `packages/lib/constants/envelope-expiration.ts``ZEnvelopeExpirationPeriod` schema, types, `DEFAULT_ENVELOPE_EXPIRATION_PERIOD`, `getEnvelopeExpirationDuration()`, `resolveExpiresAt()` helper
- `packages/lib/jobs/definitions/internal/expire-recipients-sweep.ts` — cron sweep job definition
- `packages/lib/jobs/definitions/internal/expire-recipients-sweep.handler.ts` — cron sweep handler
- `packages/lib/jobs/definitions/internal/notify-recipient-expired.ts` — individual notification job definition
- `packages/lib/jobs/definitions/internal/notify-recipient-expired.handler.ts` — notification handler (includes inline email sending)
- `packages/email/templates/recipient-expired.tsx` — email template wrapper
- `packages/email/template-components/template-recipient-expired.tsx` — email template body
- `apps/remix/app/components/embed/embed-recipient-expired.tsx` — embed expired component
### Modified Files
**Job system (cron infrastructure):**
- `packages/lib/jobs/client/_internal/job.ts` — add optional `cron` field to `trigger` type
- `packages/lib/jobs/client/local.ts` — add cron poller + deterministic `BackgroundJob.id` dedupe
- `packages/lib/jobs/client/inngest.ts` — wire up `{ cron: ... }` in `createFunction`
- `packages/lib/jobs/client/_internal/*` — add cron helper utilities (slot calc + run ID)
- `packages/lib/jobs/client.ts` — register new jobs
**Schema & data layer:**
- `packages/prisma/schema.prisma` — model changes + index
- `packages/lib/utils/document.ts``extractDerivedDocumentMeta` (add `envelopeExpirationPeriod`)
- `packages/lib/server-only/document/send-document.ts` — resolve settings + compute and set `recipient.expiresAt`
- `packages/lib/server-only/template/create-document-from-direct-template.ts` — no changes (sendDocument handles it)
- `packages/lib/server-only/document/resend-document.ts` — refresh `recipient.expiresAt` on redistribute
- `packages/lib/server-only/document/complete-document-with-token.ts` — recipient expiration guard
- `packages/lib/server-only/field/sign-field-with-token.ts` — recipient expiration guard
- `packages/lib/server-only/field/remove-signed-field-with-token.ts` — recipient expiration guard
- `packages/lib/server-only/document/reject-document-with-token.ts` — recipient expiration guard
**Error handling:**
- `packages/lib/errors/app-error.ts` — add `RECIPIENT_EXPIRED` error code
**Audit logs:**
- `packages/lib/types/document-audit-logs.ts` — add `DOCUMENT_RECIPIENT_EXPIRED` type with `recipientEmail`/`recipientName` data fields
- `packages/lib/utils/document-audit-logs.ts` — add human-readable rendering for `DOCUMENT_RECIPIENT_EXPIRED`
**Signing page:**
- `packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts` — derive `isExpired` from `recipient.expiresAt`
- `apps/remix/app/routes/_recipient+/sign.$token+/_index.tsx` — keep redirect to expired page using `isExpired`
**Embeds:**
- `apps/remix/app/routes/embed+/_v0+/sign.$token.tsx` — check recipient expiration in V1/V2 loaders
- `apps/remix/app/routes/embed+/_v0+/_layout.tsx` — handle `embed-recipient-expired` in error boundary
**Webhook / API:**
- `packages/lib/types/recipient.ts` — add `expiresAt`/`expirationNotifiedAt` to recipient type
- `packages/lib/types/webhook-payload.ts` — add `expiresAt`/`expirationNotifiedAt` to webhook recipient
- `packages/lib/server-only/webhooks/trigger/generate-sample-data.ts` — update sample data
- `packages/lib/server-only/webhooks/zapier/list-documents.ts` — update zapier recipient shape
- `packages/api/v1/schema.ts` — add `expiresAt` to API recipient schema
**TRPC / settings:**
- `packages/trpc/server/organisation-router/update-organisation-settings.types.ts`
- `packages/trpc/server/team-router/update-team-settings.types.ts`
- `packages/lib/types/document-meta.ts`
**UI:**
- `apps/remix/app/components/forms/document-preferences-form.tsx` — add expiration period picker
- `packages/ui/primitives/document-flow/add-settings.tsx` — add expiration field
- `packages/ui/primitives/document-flow/add-settings.types.ts` — add to schema
@@ -0,0 +1,168 @@
---
date: 2026-02-11
title: Cert Page Width Mismatch
---
## Problem
Certificate and audit log pages are generated with hardcoded A4 dimensions (`PDF_SIZE_A4_72PPI`: 595×842) regardless of the actual document page sizes. When the source document uses a different page size (e.g., Letter, Legal, or custom dimensions), the certificate/audit log pages end up with a different width than the document pages. This causes problems with courts that expect uniform page dimensions throughout a PDF.
**Both width and height must match** the last page of the document so the entire PDF prints uniformly.
**Root cause**: In `seal-document.handler.ts` (lines 186-187), the certificate payload always uses:
```ts
pageWidth: PDF_SIZE_A4_72PPI.width, // 595
pageHeight: PDF_SIZE_A4_72PPI.height, // 842
```
These hardcoded values flow into `generateCertificatePdf`, `generateAuditLogPdf`, `renderCertificate`, and `renderAuditLogs` — all of which use `pageWidth`/`pageHeight` to set Konva stage dimensions and layout content.
## Key Files
| File | Role |
| ----------------------------------------------------------------------- | ------------------------------------------------------------------------------------- |
| `packages/lib/jobs/definitions/internal/seal-document.handler.ts` | Orchestrates sealing; passes page dimensions to cert/audit generators |
| `packages/lib/constants/pdf.ts` | Defines `PDF_SIZE_A4_72PPI` (595×842) |
| `packages/lib/server-only/pdf/generate-certificate-pdf.ts` | Generates certificate PDF; accepts `pageWidth`/`pageHeight` |
| `packages/lib/server-only/pdf/generate-audit-log-pdf.ts` | Generates audit log PDF; accepts `pageWidth`/`pageHeight` |
| `packages/lib/server-only/pdf/render-certificate.ts` | Renders certificate pages via Konva; uses `pageWidth`/`pageHeight` for stage + layout |
| `packages/lib/server-only/pdf/render-audit-logs.ts` | Renders audit log pages via Konva; uses `pageWidth`/`pageHeight` for stage + layout |
| `packages/lib/server-only/pdf/get-page-size.ts` | Existing utility — extend with `@libpdf/core` version |
| `packages/trpc/server/document-router/download-document-certificate.ts` | Standalone certificate download (also hardcodes A4) |
| `packages/trpc/server/document-router/download-document-audit-logs.ts` | Standalone audit log download (also hardcodes A4) |
## Architecture
### Current Flow
1. **One cert PDF + one audit log PDF** generated per envelope with hardcoded A4 dims
2. Both appended to **every** envelope item (document) via `decorateAndSignPdf``pdfDoc.copyPagesFrom()`
3. The audit log is envelope-level (all recipients, all events across all docs) — one per envelope, not per document
### Multi-Document Envelopes
- V1 envelopes: single document only
- V2 envelopes: support multiple documents (envelope items)
- Each envelope item gets both cert + audit log pages appended to it
- If documents have different page sizes → need size-matched cert/audit for each
### Reading Page Dimensions (`@libpdf/core` only)
Use `@libpdf/core`'s `PDF` class — NOT `@cantoo/pdf-lib`:
```ts
const pdfDoc = await PDF.load(pdfData);
const lastPage = pdfDoc.getPage(pdfDoc.getPageCount() - 1);
const { width, height } = lastPage; // e.g. 612, 792 for Letter
```
Already used this way in `seal-document.handler.ts` lines 403-410 for V2 field insertion.
"Last page" = last page of the original document, before cert/audit pages are appended.
### Content Layout Adaptation
Both renderers already handle variable dimensions gracefully:
- **Width**: `render-certificate.ts:713` / `render-audit-logs.ts:588``Math.min(pageWidth - minimumMargin * 2, contentMaxWidth)` with `contentMaxWidth = 768`. Wider pages get more margin, narrower pages tighter margins.
- **Height**: Both renderers paginate content into pages using `groupRowsIntoPages()` which respects `pageHeight` via `maxTableHeight = pageHeight - pageTopMargin - pageBottomMargin`. Shorter pages just mean more pages; taller pages fit more rows per page.
### Playwright PDF Path — Out of Scope
The `NEXT_PRIVATE_USE_PLAYWRIGHT_PDF` toggle enables a deprecated Playwright-based PDF generation path (`get-certificate-pdf.ts`, `get-audit-logs-pdf.ts`) that also hardcodes `format: 'A4'` in `page.pdf()`. This path is **not being updated** as part of this fix:
- Both files are marked `@deprecated`
- The Konva-based path is the default and recommended path
- The Playwright path is behind a feature flag and will be removed
No changes needed. Add a code comment noting the A4 limitation if the Playwright path is ever re-enabled.
## Plan
### 1. Extend `get-page-size.ts` with `@libpdf/core` utility
Add a `getLastPageDimensions` function to the existing `packages/lib/server-only/pdf/get-page-size.ts` file. This consolidates page-size logic in one place (the file already has the legacy `@cantoo/pdf-lib` version).
```ts
export const getLastPageDimensions = (pdfDoc: PDF): { width: number; height: number } => {
const lastPage = pdfDoc.getPage(pdfDoc.getPageCount() - 1);
const width = Math.round(lastPage.width);
const height = Math.round(lastPage.height);
if (width < MIN_CERT_PAGE_WIDTH || height < MIN_CERT_PAGE_HEIGHT) {
return { width: PDF_SIZE_A4_72PPI.width, height: PDF_SIZE_A4_72PPI.height };
}
return { width, height };
};
```
**Dimension rounding**: `Math.round()` both width and height. PDF points at 72ppi are typically whole numbers; rounding avoids spurious float-precision mismatches (e.g., 612.0 vs 612.00001) that would cause unnecessary duplicate cert/audit PDF generation.
**Minimum page dimensions**: Enforce a minimum threshold (e.g., 300pt for both width and height). If either dimension falls below the minimum, fall back to A4 (595×842). The certificate and audit log renderers have headers, table rows, margins, and QR codes that require a minimum viable area.
### 2. Read last page dimensions from each envelope item's PDF
In `seal-document.handler.ts`, before generating cert/audit PDFs:
- For each `envelopeItem`, load the PDF and read the **last page's width and height** using `getLastPageDimensions`
- Use `PDF.load()` then pass the loaded doc to the utility
**Resealing consideration**: When `isResealing` is true, envelope items are remapped to use `initialData` (lines 152-158) before this point. Page-size extraction must operate on the same data source that `decorateAndSignPdf` will use. Since the `envelopeItems` array is already remapped by the time we read dimensions, reading from `envelopeItem.documentData` will naturally give the correct (initial) data. No special handling needed beyond ensuring the dimension read happens **after** the resealing remap.
### 3. Generate cert/audit PDFs per unique page size
Current flow generates one cert + one audit log doc per envelope. Change to:
1. Collect `{ width, height }` of the last page for each envelope item
2. Deduplicate by `"${width}x${height}"` key (using the already-rounded integers)
3. For each unique size, generate cert PDF and audit log PDF with those dimensions
4. Store in a `Map<string, { certificateDoc, auditLogDoc }>` keyed by `"${width}x${height}"`
For the common single-document case, this is one generation — same perf as today.
### 4. Thread the correct docs into `decorateAndSignPdf`
In the envelope item loop, look up the item's last-page dimensions in the map and pass the matching cert/audit docs. Signature of `decorateAndSignPdf` doesn't change — it still receives a single `certificateDoc` and `auditLogDoc`, just the right ones per item.
### 5. Update standalone download routes
`download-document-certificate.ts` and `download-document-audit-logs.ts` also hardcode A4:
- Both routes have `documentId` which maps to a specific envelope item
- Fetch **that specific document's** PDF data, load it, read last page width + height via `getLastPageDimensions`
- Pass `{ pageWidth, pageHeight }` to the generator
- This ensures the standalone download matches the dimensions the user would see in the sealed PDF for that document
### 6. Edge cases
| Scenario | Behavior |
| --------------------------------------- | ------------------------------------------------------------------------------------------- |
| Mixed page sizes within one PDF | Use last page's dimensions (per spec) |
| Page dimensions below minimum threshold | Fall back to A4 (595×842) |
| Landscape pages | width/height just swap roles; renderers adapt via `Math.min()` capping. No special handling |
| Fallback if page dims unreadable | Default to A4 (595×842) |
| Resealing | Dimensions read after `initialData` remap — correct source automatically |
| Playwright PDF path enabled | Remains A4 — out of scope, deprecated |
| Single-doc envelope (most common) | One generation, same perf as today |
| Multi-doc envelope, same page sizes | Dedup key matches → one generation |
| Multi-doc envelope, different sizes | One generation per unique size |
### 7. Tests
- Add assertion-based E2E test (no visual regression / reference images needed)
- Seal a Letter-size (612×792) PDF through the full flow
- Load the sealed output and assert all pages (document + cert + audit) have matching width/height
- Can be added to `envelope-alignment.spec.ts` or as a new focused test
## Implementation Steps
1. **Extend `get-page-size.ts`** — add `getLastPageDimensions(pdfDoc: PDF): { width: number; height: number }` using `@libpdf/core`, with `Math.round()` and minimum dimension enforcement
2. **In `seal-document.handler.ts`**:
a. After the resealing remap (line ~159), load each envelope item's PDF via `PDF.load()` and collect last page `{ width, height }` using `getLastPageDimensions`
b. Deduplicate by `"${width}x${height}"` key
c. Generate cert/audit PDFs per unique size (parallel via `Promise.all`)
d. In envelope item loop, look up matching cert/audit doc by size key
3. **Fix `download-document-certificate.ts`** — load the specific document's PDF, read last page dims via `getLastPageDimensions`, pass to generator
4. **Fix `download-document-audit-logs.ts`** — same as above, using the specific `documentId`'s PDF
5. **Add E2E test** — assertion-based test with a Letter-size document verifying all page dimensions match after sealing
@@ -0,0 +1,551 @@
---
date: 2026-02-19
title: Database Rate Limiting
---
## Summary
Replace the in-memory `hono-rate-limiter` with a database-backed rate limiting system using Prisma and PostgreSQL. The current in-memory approach is ineffective in multi-instance deployments since there are no sticky sessions. The new system uses **bucketed counters** (one row per key/action/time-bucket with atomic increment) to efficiently handle both high-throughput API rate limiting and granular auth/email rate limiting.
### Design Decisions
- **Bucketed counters** over row-per-request: high-throughput consumers would create thousands of rows per minute; bucketed counters reduce this to one row per key per time bucket
- **Fixed time windows**: simpler than sliding windows, the 2x burst-at-boundary scenario is acceptable for rate limiting purposes
- **Dual-key rate limiting**: per-identifier (`max`) and per-IP (`globalMax`) checked independently via separate rows with a `key` prefix (`id:` / `ip:`)
- **Accept slight over-count**: the upsert is atomic (increment + return count in one operation) but concurrent requests near the limit may both see a count just under the threshold before either commits, allowing a slight overshoot
- **Fail-open on errors**: if the rate limit DB query fails, allow the request through rather than blocking legitimate users
- **Prisma upsert** with `{ increment: 1 }` for atomic counter updates, returns the updated row so count check is a single operation
- **Application cron job** for cleanup of expired bucket rows
### Rate Limit Check Flow
```
check({ ip, identifier }) ->
1. Upsert IP row (ip:{ip} / action / bucket) with count + 1, RETURNING count
-> if globalMax is set and count >= globalMax, return { isLimited: true }
2. Upsert identifier row (id:{identifier} / action / bucket) with count + 1, RETURNING count
-> if count >= max, return { isLimited: true }
3. Neither limited -> return { isLimited: false }
```
Each upsert atomically increments and returns the new count in a single operation. Both counters always increment on every check — there's no conditional logic to skip one based on the other. This keeps the implementation simple and avoids read-then-write race conditions. If only IP is provided (API rate limiting), only step 1 runs.
---
## 1. Database Schema
### 1.1 Prisma model
Add to `packages/prisma/schema.prisma` after the `Counter` model:
```prisma
model RateLimit {
key String
action String
bucket DateTime
count Int @default(1)
createdAt DateTime @default(now())
@@id([key, action, bucket])
@@index([createdAt])
}
```
- **Composite primary key** `(key, action, bucket)` serves as both the unique constraint for upserts and the lookup index
- **`key`** is prefixed: `ip:1.2.3.4` or `id:user@example.com`
- **`action`** is the rate limit action name: `auth.forgot-password`, `api.v1`, etc.
- **`bucket`** is the start of the time window, truncated to the window size (e.g., `2026-02-19T10:05:00Z` for a 5-minute bucket)
- **`createdAt` index** is for the cleanup job to efficiently delete old rows
- **`count`** starts at 1 (set by the create side of the upsert)
### 1.2 Migration
Generate with `npx prisma migrate dev --name add-rate-limits`.
---
## 2. Rate Limit Library
### 2.1 Core module
Create `packages/lib/server-only/rate-limit/rate-limit.ts`:
```typescript
type WindowUnit = 's' | 'm' | 'h' | 'd';
type WindowStr = `${number}${WindowUnit}`;
type RateLimitConfig = {
action: string;
max: number;
globalMax?: number;
window: WindowStr;
};
type CheckParams = {
ip: string;
identifier?: string;
};
export const rateLimit = (config: RateLimitConfig) => {
return {
async check(params: CheckParams): Promise<{
isLimited: boolean;
remaining: number;
limit: number;
reset: Date;
}> { ... }
};
};
```
### 2.2 Window parsing and bucket computation
```typescript
const parseWindow = (window: WindowStr): number => {
const value = parseInt(window.slice(0, -1), 10);
const unit = window.slice(-1) as WindowUnit;
const multipliers: Record<WindowUnit, number> = {
s: 1000,
m: 60 * 1000,
h: 60 * 60 * 1000,
d: 24 * 60 * 60 * 1000,
};
return value * multipliers[unit];
};
const getBucket = (windowMs: number): Date => {
const now = Date.now();
return new Date(now - (now % windowMs));
};
```
### 2.3 Check implementation
The `check()` method:
1. Compute the current bucket from the window
2. Compute `reset` as `bucket + windowMs` (the start of the next window)
3. If `globalMax` is set, upsert the IP row and check count
4. If `identifier` is provided, upsert the identifier row and check count
5. Wrap in try/catch — **fail-open** on any database error (log the error, return `{ isLimited: false }`)
Each upsert uses Prisma's `upsert` with `{ increment: 1 }`:
```typescript
const result = await prisma.rateLimit.upsert({
where: {
key_action_bucket: {
key: `ip:${params.ip}`,
action: config.action,
bucket,
},
},
create: {
key: `ip:${params.ip}`,
action: config.action,
bucket,
count: 1,
},
update: {
count: { increment: 1 },
},
});
if (config.globalMax && result.count >= config.globalMax) {
return { isLimited: true, remaining: 0, limit: config.globalMax };
}
```
### 2.4 Rate limit definitions
Create `packages/lib/server-only/rate-limit/rate-limits.ts` with all rate limit instances:
```typescript
// ---- Auth (Tier 1 - Critical, sends emails) ----
export const signupRateLimit = rateLimit({
action: 'auth.signup',
max: 5,
globalMax: 10,
window: '1h',
});
export const forgotPasswordRateLimit = rateLimit({
action: 'auth.forgot-password',
max: 3,
globalMax: 20,
window: '1h',
});
export const resendVerifyEmailRateLimit = rateLimit({
action: 'auth.resend-verify-email',
max: 3,
globalMax: 20,
window: '1h',
});
export const request2FAEmailRateLimit = rateLimit({
action: 'auth.request-2fa-email',
max: 5,
globalMax: 20,
window: '15m',
});
// ---- Auth (Tier 2 - Unauthenticated) ----
export const loginRateLimit = rateLimit({
action: 'auth.login',
max: 10,
globalMax: 50,
window: '15m',
});
export const resetPasswordRateLimit = rateLimit({
action: 'auth.reset-password',
max: 5,
globalMax: 20,
window: '1h',
});
export const verifyEmailRateLimit = rateLimit({
action: 'auth.verify-email',
max: 5,
globalMax: 20,
window: '15m',
});
export const passkeyRateLimit = rateLimit({
action: 'auth.passkey',
max: 10,
globalMax: 50,
window: '15m',
});
export const oauthRateLimit = rateLimit({
action: 'auth.oauth',
max: 10,
globalMax: 50,
window: '15m',
});
export const linkOrgAccountRateLimit = rateLimit({
action: 'auth.link-org-account',
max: 5,
globalMax: 20,
window: '1h',
});
// ---- API (Tier 4 - Standard) ----
export const apiV1RateLimit = rateLimit({
action: 'api.v1',
max: 100,
window: '1m',
});
export const apiV2RateLimit = rateLimit({
action: 'api.v2',
max: 100,
window: '1m',
});
export const apiTrpcRateLimit = rateLimit({
action: 'api.trpc',
max: 100,
window: '1m',
});
export const aiRateLimit = rateLimit({
action: 'api.ai',
max: 3,
window: '1m',
});
export const fileUploadRateLimit = rateLimit({
action: 'api.file-upload',
max: 20,
window: '1m',
});
```
Exact limits are initial values — tune based on observed traffic patterns. These should be easy to adjust.
---
## 3. Integration Points
### 3.1 Hono middleware for API routes
Create a reusable Hono middleware factory in `packages/lib/server-only/rate-limit/rate-limit-middleware.ts` that wraps the `rateLimit` checker into Hono middleware:
```typescript
import { type MiddlewareHandler } from 'hono';
import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
export const createRateLimitMiddleware = (
limiter: ReturnType<typeof rateLimit>,
options?: { identifierFn?: (c: Context) => string | undefined },
): MiddlewareHandler => {
return async (c, next) => {
let ip: string;
try {
ip = getIpAddress(c.req.raw);
} catch {
ip = 'unknown';
}
const identifier = options?.identifierFn?.(c);
const result = await limiter.check({ ip, identifier });
c.header('X-RateLimit-Limit', String(result.limit));
c.header('X-RateLimit-Remaining', String(result.remaining));
c.header('X-RateLimit-Reset', String(Math.ceil(result.reset.getTime() / 1000)));
if (result.isLimited) {
c.header('Retry-After', String(Math.ceil((result.reset.getTime() - Date.now()) / 1000)));
return c.json({ error: 'Too many requests, please try again later.' }, 429);
}
await next();
};
};
```
### 3.2 Replace existing Hono rate limiters
In `apps/remix/server/router.ts`:
- Remove `hono-rate-limiter` import and both `rateLimiter()` instances
- Replace with `createRateLimitMiddleware()` calls using the defined rate limits
- API routes use IP-only limiting (no identifier)
- AI route uses IP-only limiting with the stricter 3/min limit
```typescript
// Before
import { rateLimiter } from 'hono-rate-limiter';
const rateLimitMiddleware = rateLimiter({ ... });
// After
import { createRateLimitMiddleware } from '@documenso/lib/server-only/rate-limit/rate-limit-middleware';
import { apiV1RateLimit, apiV2RateLimit, aiRateLimit } from '@documenso/lib/server-only/rate-limit/rate-limits';
const apiV1RateLimitMiddleware = createRateLimitMiddleware(apiV1RateLimit);
const apiV2RateLimitMiddleware = createRateLimitMiddleware(apiV2RateLimit);
const aiRateLimitMiddleware = createRateLimitMiddleware(aiRateLimit);
```
### 3.3 Response helpers for inline checks
For auth routes (Hono handlers) and tRPC routes where rate limiting is applied inline rather than via middleware, provide helpers that handle the response formatting and headers consistently.
**Hono helper** — returns a 429 `Response` with headers if limited, or `null` if allowed:
```typescript
export const rateLimitResponse = (c: Context, result: RateLimitCheckResult): Response | null => {
c.header('X-RateLimit-Limit', String(result.limit));
c.header('X-RateLimit-Remaining', String(result.remaining));
c.header('X-RateLimit-Reset', String(Math.ceil(result.reset.getTime() / 1000)));
if (result.isLimited) {
c.header('Retry-After', String(Math.ceil((result.reset.getTime() - Date.now()) / 1000)));
return c.json({ error: 'Too many requests, please try again later.' }, 429);
}
return null;
};
```
Usage in auth routes:
```typescript
const result = await loginRateLimit.check({
ip: requestMetadata.ipAddress ?? 'unknown',
identifier: input.email,
});
const limited = rateLimitResponse(c, result);
if (limited) return limited;
```
**tRPC helper** — throws a `TRPCError` with rate limit headers if limited:
```typescript
export const assertRateLimit = (result: RateLimitCheckResult): void => {
if (result.isLimited) {
throw new TRPCError({
code: 'TOO_MANY_REQUESTS',
});
}
};
```
Usage in tRPC routes:
```typescript
const result = await request2FAEmailRateLimit.check({
ip: ctx.requestMetadata.ipAddress ?? 'unknown',
identifier: input.recipientId,
});
assertRateLimit(result);
```
Both helpers live in `packages/lib/server-only/rate-limit/rate-limit-middleware.ts` alongside the Hono middleware.
### 3.4 Auth endpoint rate limiting
In `packages/auth/server/routes/email-password.ts`, add rate limit checks at the start of each handler using the `rateLimitResponse` helper.
Apply to each endpoint per the tier list:
| Endpoint | Rate Limit |
| --------------------------- | ----------------------------------------------------- |
| `POST /signup` | `signupRateLimit` with `identifier: email` |
| `POST /authorize` (login) | `loginRateLimit` with `identifier: email` |
| `POST /forgot-password` | `forgotPasswordRateLimit` with `identifier: email` |
| `POST /resend-verify-email` | `resendVerifyEmailRateLimit` with `identifier: email` |
| `POST /verify-email` | `verifyEmailRateLimit` with `identifier: token` |
| `POST /reset-password` | `resetPasswordRateLimit` with `identifier: token` |
| `POST /passkey/authorize` | `passkeyRateLimit` (IP only, no identifier) |
| `POST /oauth/authorize/*` | `oauthRateLimit` (IP only) |
### 3.4 tRPC unauthenticated route rate limiting
For unauthenticated tRPC routes that send emails, add rate limit checks at the start of the route handler:
| Route | Rate Limit | Identifier |
| ---------------------------------------------------------- | ------------------------------------ | ---------------------- |
| `document.accessAuth.request2FAEmail` | `request2FAEmailRateLimit` | `recipientId` or token |
| `enterprise.organisation.authenticationPortal.linkAccount` | `linkOrgAccountRateLimit` | email |
| `template.createDocumentFromDirectTemplate` | Dedicated direct template rate limit | IP only |
Access `requestMetadata` from the tRPC context (`ctx.requestMetadata.ipAddress`).
### 3.5 tRPC and file routes — general API rate limiting
Add rate limit middleware for currently unprotected routes:
- `/api/trpc/*` — apply `apiTrpcRateLimit` middleware
- `/api/files/*` — apply `fileUploadRateLimit` middleware
---
## 4. Cleanup Job
### 4.1 Job definition
Create `packages/lib/jobs/definitions/internal/cleanup-rate-limits.ts`:
```typescript
export const CLEANUP_RATE_LIMITS_JOB_DEFINITION = {
id: 'internal.cleanup-rate-limits',
name: 'Cleanup Rate Limits',
version: '1.0.0',
trigger: {
name: 'internal.cleanup-rate-limits',
schema: z.object({}),
cron: '*/15 * * * *', // Every 15 minutes
},
handler: async ({ payload, io }) => {
const handler = await import('./cleanup-rate-limits.handler');
await handler.run({ payload, io });
},
} as const satisfies JobDefinition<...>;
```
### 4.2 Job handler
Create `packages/lib/jobs/definitions/internal/cleanup-rate-limits.handler.ts`:
- Delete all `RateLimit` rows where `createdAt` is older than 24 hours (covers all possible windows with margin)
- Use batched deletes to avoid long-running transactions
- Batch in chunks of 10,000 rows
```typescript
export const run = async () => {
const cutoff = new Date(Date.now() - 24 * 60 * 60 * 1000);
let deleted = 0;
do {
// Prisma doesn't support DELETE with LIMIT, so use raw SQL for batching
deleted = await prisma.$executeRaw`
DELETE FROM "RateLimit"
WHERE "createdAt" < ${cutoff}
AND ctid IN (
SELECT ctid FROM "RateLimit"
WHERE "createdAt" < ${cutoff}
LIMIT 10000
)
`;
} while (deleted > 0);
};
```
### 4.3 Register in job client
Add `CLEANUP_RATE_LIMITS_JOB_DEFINITION` to the job registry in `packages/lib/jobs/client.ts`.
---
## 5. Remove hono-rate-limiter Dependency
After the migration is complete:
- Remove `hono-rate-limiter` from `apps/remix/package.json`
- Run `npm install` to clean up
---
## 6. Files to Create or Modify
### New Files
| File | Purpose |
| ----------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- |
| `packages/lib/server-only/rate-limit/rate-limit.ts` | Core rate limit factory (`rateLimit()`) with window parsing, bucket computation, Prisma upsert, fail-open |
| `packages/lib/server-only/rate-limit/rate-limits.ts` | All rate limit instances (auth, API, AI, file upload) |
| `packages/lib/server-only/rate-limit/rate-limit-middleware.ts` | Hono middleware factory, `rateLimitResponse` helper for Hono handlers, `assertRateLimit` helper for tRPC routes |
| `packages/lib/jobs/definitions/internal/cleanup-rate-limits.ts` | Cleanup cron job definition |
| `packages/lib/jobs/definitions/internal/cleanup-rate-limits.handler.ts` | Cleanup handler (batched deletes) |
### Modified Files
| File | Change |
| ----------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| `packages/prisma/schema.prisma` | Add `RateLimit` model |
| `apps/remix/server/router.ts` | Replace `hono-rate-limiter` with DB-backed middleware, add rate limits for `/api/trpc/*` and `/api/files/*` |
| `apps/remix/package.json` | Remove `hono-rate-limiter` dependency |
| `packages/auth/server/routes/email-password.ts` | Add rate limit checks to signup, login, forgot-password, resend-verify-email, verify-email, reset-password |
| `packages/auth/server/routes/passkey.ts` | Add rate limit check to passkey authorize |
| `packages/auth/server/routes/oauth.ts` | Add rate limit check to OAuth authorize endpoints |
| `packages/trpc/server/document-router/access-auth-request-2fa-email.ts` | Add rate limit check (sends email, unauthenticated) |
| `packages/trpc/server/enterprise-router/link-organisation-account.ts` | Add rate limit check (sends email, unauthenticated) |
| `packages/lib/jobs/client.ts` | Register cleanup-rate-limits job definition |
---
## 7. Considerations
### 7.1 Fail-open
All rate limit checks must be wrapped in try/catch. On any DB error, log the error and allow the request through. Rate limiting should never block legitimate traffic due to infrastructure issues.
### 7.2 Performance
- Each API request adds 1 upsert query (~1ms)
- Auth requests add 2 upsert queries (~2ms total)
- The composite primary key ensures all lookups and upserts are index-only operations
- No `COUNT(*)` queries — the count is stored directly in the row
### 7.3 Monitoring
Log rate limit hits at `warn` level with the action, key type (IP/identifier), and count. This provides visibility into traffic patterns and helps tune limits.
### 7.4 Testing
The rate limit module should be mockable in tests. Consider exporting the bucket computation and window parsing as standalone functions for unit testing. Integration tests can verify the upsert + count logic against a test database.
### 7.5 Future improvements
- **Redis backend**: if DB pressure from rate limiting becomes measurable, swap the Prisma upsert for Redis `INCR` + `EXPIRE` with no API changes
- **System-wide circuit breaker**: add a `systemMax` config option that counts all requests for an action regardless of key
+5
View File
@@ -1,3 +1,6 @@
# The license key to enable enterprise features for self hosters
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=
# [[AUTH]]
NEXTAUTH_SECRET="secret"
@@ -172,6 +175,8 @@ GOOGLE_VERTEX_API_KEY=""
E2E_TEST_AUTHENTICATE_USERNAME="Test User"
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
# OPTIONAL: Set to "true" to disable all rate limiting. Only use for E2E tests.
DANGEROUS_BYPASS_RATE_LIMITS=
# [[LOGGER]]
# OPTIONAL: The file to save the logger output to. Will disable stdout if provided.
+1
View File
@@ -41,6 +41,7 @@ jobs:
env:
# Needed since we use next start which will set the NODE_ENV to production
NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH: './example/cert.p12'
DANGEROUS_BYPASS_RATE_LIMITS: 'true'
- uses: actions/upload-artifact@v4
if: always()
+4
View File
@@ -63,3 +63,7 @@ CLAUDE.md
# scripts
scripts/output*
# license
.documenso-license.json
.documenso-license-backup.json
+2 -1
View File
@@ -13,6 +13,7 @@ export default {
title: 'API & Integration Guides',
},
'public-api': 'Public API',
embedding: 'Embedding',
embedding: 'Embedded Signing',
'embedded-authoring': 'Embedded Authoring',
webhooks: 'Webhooks',
};
@@ -1,12 +1,25 @@
---
title: Authoring
title: Embedded Authoring
description: Learn how to use embedded authoring to create documents and templates in your application
---
import { Callout } from 'nextra/components';
<Callout type="info">
The embedded authoring feature is an enterprise only feature. Please contact us if you are
interested in using it.
</Callout>
# Embedded Authoring
In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation and editing directly within your application.
## Embedded Signing vs Embedded Authoring
Embedded signing allows you to embed your Documenso documents into your application for signing. Your users will be able to sign the document directly in your application.
Embedded authoring allows you to integrate Documenso's document and template creation and editing into your application. You will be able to create and edit documents and templates directly in your application.
## How Embedded Authoring Works
The embedded authoring feature enables your users to create and edit documents and templates without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
@@ -7,5 +7,4 @@ export default {
preact: 'Preact Integration',
angular: 'Angular Integration',
'css-variables': 'CSS Variables',
authoring: 'Authoring',
};
@@ -3,10 +3,16 @@ title: Get Started
description: Learn how to use embedding to bring signing to your own website or application
---
# Embedding
# Embedded Signing
Our embedding feature lets you integrate our document signing experience into your own application or website. Whether you're building with React, Preact, Vue, Svelte, Solid, Angular, or using generalized web components, this guide will help you get started with embedding Documenso.
## Embedded Signing vs Embedded Authoring
Embedded signing allows you to embed your Documenso documents into your application for signing. Your users will be able to sign the document directly in your application.
Embedded authoring allows you to integrate Documenso's document and template creation and editing into your application. You will be able to create and edit documents and templates directly in your application.
## Availability
Embedding is currently available for all users on a **Teams Plan** and above, as well as **Early Adopter's** within a team (Early Adopters can create a team for free).
@@ -31,9 +31,18 @@ Our new API V2 supports the following typed SDKs:
## API V1 - Deprecated
Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
<Callout type="warning">
<strong>API V1 is deprecated.</strong>
<br />
The V1 API will continue to be supported for the foreseeable future, but it is limited to
<strong>Legacy Documents</strong> (Documents created using the old non-envelope editor).
📖 [Documentation](https://documen.so/api-v2-docs)
<strong>Important:</strong> To work with the new <strong>Envelope</strong> document system, you
must use the
<strong> V2 API</strong>.
</Callout>
Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
## Availability
@@ -316,6 +316,8 @@ Before adding fields to an envelope, you will need the following details:
See the [Get Envelope](#get-envelope) section for more details on how to retrieve these details.
### Coordinate-Based Positioning
The following is an example of a request which creates 2 new fields on the first page of the envelope.
Note that width, height, positionX and positionY are percentage numbers between 0 and 100, which scale the field relative to the size of the PDF.
@@ -360,6 +362,95 @@ curl https://app.documenso.com/api/v2/envelope/field/create-many \
}'
```
### Placeholder-Based Positioning
Instead of specifying exact coordinates, you can position fields using placeholder text in the PDF. The API will search for the text and place the field at that location.
This is useful when:
- You have PDFs with designated placeholder text (e.g., `{{signature}}`, `[SIGN HERE]`)
- You want field positions to adapt to document content changes
- You're working with templated documents generated from other systems
```sh
curl https://app.documenso.com/api/v2/envelope/field/create-many \
--request POST \
--header 'Authorization: api_xxxxxxxxxxxxxx' \
--header 'Content-Type: application/json' \
--data '{
"envelopeId": "envelope_xxxxxxxxxx",
"data": [
{
"recipientId": recipient_id_here,
"type": "SIGNATURE",
"placeholder": "{{signature}}"
},
{
"recipientId": recipient_id_here,
"type": "NAME",
"placeholder": "{{name}}",
"width": 30,
"height": 5
}
]
}'
```
#### Placeholder Parameters
| Parameter | Type | Required | Description |
| ------------- | ------- | -------- | ---------------------------------------------------------------------------------------------------------------- |
| `placeholder` | string | Yes | Text to search for in the PDF. The field is placed at the location of this text. |
| `width` | number | No | Override the field width (percentage). If omitted, uses the placeholder text width. |
| `height` | number | No | Override the field height (percentage). If omitted, uses the placeholder text height. |
| `matchAll` | boolean | No | When `true`, creates a field at every occurrence of the placeholder. Default is `false` (first occurrence only). |
<Callout type="info">
The placeholder text is automatically covered with a white rectangle after field creation, so it
won't appear in the final signed document.
</Callout>
#### Multiple Occurrences
If your PDF contains the same placeholder text multiple times (e.g., initials on every page), use `matchAll: true` to create fields at all occurrences:
```json
{
"recipientId": 123,
"type": "INITIALS",
"placeholder": "{{initials}}",
"matchAll": true
}
```
This will create one INITIALS field for each occurrence of `{{initials}}` in the PDF.
#### Mixing Positioning Methods
You can combine coordinate-based and placeholder-based positioning in the same request:
```json
{
"envelopeId": "envelope_xxxxxxxxxx",
"data": [
{
"recipientId": 123,
"type": "SIGNATURE",
"placeholder": "{{signature}}"
},
{
"recipientId": 123,
"type": "DATE",
"page": 1,
"positionX": 70,
"positionY": 85,
"width": 20,
"height": 3
}
]
}
```
Field meta allows you to further configure fields, for example it will allow you to add multiple items for checkboxes or radios.
A successful request will return a JSON response with the newly added fields.
@@ -544,7 +544,7 @@ Example payload for the `document.rejected` event:
}
```
Example payload for the `document.rejected` event:
Example payload for the `document.cancelled` event:
```json
{
@@ -3,6 +3,7 @@ export default {
'document-preferences': 'Document Preferences',
'document-visibility': 'Document Visibility',
fields: 'Document Fields',
'pdf-placeholders': 'PDF Placeholders',
'email-preferences': 'Email Preferences',
'ai-detection': 'AI Recipient & Field Detection',
'default-recipients': 'Default Recipients',
@@ -0,0 +1,179 @@
---
title: PDF Placeholders
description: Learn how to use placeholder text in your PDFs for automatic field placement in Documenso.
---
import { Callout } from 'nextra/components';
# PDF Placeholders
Documenso can automatically detect placeholder text in your PDF documents and create fields at those locations. This allows you to prepare documents in your preferred editing tool (Word, Google Docs, etc.) with placeholders that become signature fields when uploaded.
## How It Works
When you upload a PDF, Documenso scans for text matching the placeholder pattern `{{...}}`. Each placeholder can specify:
1. **Field type** - What kind of field to create (signature, name, email, etc.)
2. **Recipient** - Which signer the field belongs to (r1, r2, etc.)
3. **Options** - Additional settings like required, read-only, font size, etc.
The placeholder text is automatically hidden after fields are created, so your final document looks clean.
## Placeholder Format
The basic format is:
```
{{FIELD_TYPE, RECIPIENT, option1=value1, option2=value2}}
```
### Examples
| Placeholder | Description |
| ----------------------------- | ----------------------------------- |
| `{{signature, r1}}` | Signature field for recipient 1 |
| `{{name, r1}}` | Name field for recipient 1 |
| `{{email, r2}}` | Email field for recipient 2 |
| `{{date, r1}}` | Date field for recipient 1 |
| `{{text, r1, required=true}}` | Required text field for recipient 1 |
| `{{initials, r1}}` | Initials field for recipient 1 |
## Supported Field Types
The following field types are supported in placeholders:
| Field Type | Placeholder Value |
| ---------- | ----------------- |
| Signature | `signature` |
| Initials | `initials` |
| Name | `name` |
| Email | `email` |
| Date | `date` |
| Text | `text` |
| Number | `number` |
| Radio | `radio` |
| Checkbox | `checkbox` |
| Dropdown | `dropdown` |
<Callout type="info">
Field types are case-insensitive. `{{ SIGNATURE, r1 }}` and `{{ signature, r1 }}` are equivalent.
</Callout>
## Recipient Identifiers
Recipients are identified using `r1`, `r2`, `r3`, etc. The number corresponds to the order in which recipients are created:
- `r1` - First recipient
- `r2` - Second recipient
- `r3` - Third recipient
When you upload a PDF with placeholders, Documenso will:
1. Create placeholder recipients for each unique identifier found (e.g., `r1`, `r2`)
2. You can then update these with real email addresses before sending
<Callout type="warning">
Placeholders without a recipient identifier (e.g., `{{ signature }}` without `r1`) are reserved
for API use and will not create fields during upload.
</Callout>
## Field Options
You can customize fields by adding options after the recipient identifier:
### Common Options
| Option | Values | Description |
| ----------- | ------------------------- | ------------------------------------------ |
| `required` | `true`, `false` | Whether the field must be filled |
| `readOnly` | `true`, `false` | Whether the field is pre-filled and locked |
| `fontSize` | Number (e.g., `12`) | Font size in points |
| `textAlign` | `left`, `center`, `right` | Horizontal text alignment |
### Text Field Options
| Option | Values | Description |
| ---------------- | ------ | ------------------------------------- |
| `label` | Text | Label shown in the field |
| `placeholder` | Text | Placeholder text shown before signing |
| `text` | Text | Pre-filled text value |
| `characterLimit` | Number | Maximum characters allowed |
### Number Field Options
| Option | Values | Description |
| -------------- | ------------- | --------------------- |
| `value` | Number | Pre-filled value |
| `minValue` | Number | Minimum allowed value |
| `maxValue` | Number | Maximum allowed value |
| `numberFormat` | Format string | Number display format |
### Examples with Options
```
{{text, r1, required=true, label=Company Name}}
{{number, r1, minValue=0, maxValue=100, value=50}}
{{name, r1, fontSize=14}}
{{text, r2, readOnly=true, text=Contract #12345}}
```
<Callout type="info">
Signature and Free Signature fields do not support additional options beyond the field type and
recipient.
</Callout>
## Multiple Recipients Example
Here's how a document might look with placeholders for two signers:
```
AGREEMENT
Party A Signature: {{signature, r1}}
Party A Name: {{name, r1}}
Party A Date: {{date, r1}}
Party B Signature: {{signature, r2}}
Party B Name: {{name, r2}}
Party B Date: {{date, r2}}
```
When uploaded, this creates:
- 3 fields assigned to recipient 1 (Party A)
- 3 fields assigned to recipient 2 (Party B)
- 2 placeholder recipients that you can update with real email addresses
## Tips for Creating Documents
1. **Use a readable font** - Placeholders need to be readable by the PDF parser. Standard fonts like Arial, Helvetica, or Times New Roman work best.
2. **Don't split placeholders** - Ensure the entire placeholder text `{{...}}` is on a single line and not broken across text boxes.
3. **Size matters** - The field will be sized to match the placeholder text width. Use spaces or longer placeholder text if you need wider fields.
4. **Test with a draft** - Upload your document as a draft first to verify fields are detected correctly before sending.
<Callout type="info">
Placeholder detection happens automatically when you upload a PDF. You can review and adjust the
created fields in the document editor before sending.
</Callout>
## Troubleshooting
### Placeholders Not Detected
- Ensure placeholders use double curly braces: `{{...}}`
- Check that the placeholder includes a recipient identifier (e.g., `r1`)
- Verify the field type is spelled correctly
- Try using a standard font in your source document
### Wrong Field Position
- The field is placed at the exact location of the placeholder text
- If the position seems off, check that your PDF wasn't scaled or reformatted when exported
### Placeholder Text Still Visible
- Placeholder text is covered with a white rectangle after field creation
- If you see the text, try re-uploading the document
+25 -12
View File
@@ -7,28 +7,41 @@ import { Callout } from 'nextra/components';
# Fair Use Policy
We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using.
We like to overdeliver, but we cannot overcommit.
This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
Our plans are designed to be generous and flexible without forcing customers into rigid volume limits they may never use. At the same time, estimating usage at scale is hard, especially over short periods. This fair use policy exists to keep plans sustainable while allowing us to add more value wherever possible without overformalizing restrictions.
We offer our plans without any limits on volume because we want users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using.
This is why our plans not include a limit on signing or API volume. If you are a customer of these plans, we ask you to abide by this fair use policy.
### Spirit of the Plan
Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
Use the limitless plans as much as you like. They are meant to offer a lot. Please respect the spirit and intended scope of the account.
<Callout type="info">
What happens if I violate this policy? We will ask you to upgrade to a fitting plan or custom
pricing. We wont block your account without reaching out. You can [message
us](mailto:support@documenso.com) for questions.
What happens if I go beyond the scope of this policy? We will ask you to upgrade to a fitting plan
or custom pricing. We will not block your account without reaching out. You can message us for
questions.
</Callout>
### Fair Support
We believe in fair support as much as fair usage.
Fair support includes reasonable and within reason application level help for self hosted users. We will help you get unstuck and point you in the right direction when issues come up. Support is provided in good faith and within reasonable time and effort limits. We are not your operations team and cannot take responsibility for running, monitoring, or maintaining your infrastructure.
If you are unsure whether something falls within fair use or fair support, reach out. We are happy to talk it through.
### DO
- Sign as many documents as you need with the individual plan for your single business or organization you are part of
- Use the API and automation tools to automate all your signing workflows
- Experiment with the plans and integrations, testing what you want to build
- Sign as many documents as you need with the individual plan for your single business or organization
- Use the API and automation tools to automate your signing workflows
- Experiment with plans and integrations while testing what you want to build
### DON'T
- Use the individual account's API to power a platform
- Run a huge company, signing thousands of documents per day on a two-user team plan using the API
- Let this policy make you overthink. If you are a paying customer, we want you to win
- Use an individual account API to power a platform or product
- Run a large company signing thousands of documents per day on a small team plan
- Expect enterprise level support for fair support plan
- Overthink this policy. If you are a paying customer, we want you to win
@@ -7,20 +7,51 @@ import { Callout } from 'nextra/components';
# Enterprise Edition
The Documenso Enterprise Edition is our license for self-hosters that need the full range of support and compliance. Everything in the EE folder and all features listed [here](https://github.com/documenso/documenso/blob/main/packages/ee/FEATURES) can be used after acquiring a paid license.
## Includes
- Self-Host Documenso in any context.
- Premium Support via Slack, Discord and Email.
- Flexible Licensing (e.g. MIT) for deeper custom integration (if needed).
- Access to all Enterprise-grade compliance and administration features.
## Limitations
The Enterprise Edition currently has no limitations except custom contract terms.
<Callout type="info">
The Enterprise Edition requires a paid subscription. [Contact us for a
quote](https://documen.so/enterprise).
</Callout>
The Documenso Enterprise Edition is our license for self-hosters that need the full range of support and compliance.
The following features are included in the Enterprise Edition:
{/* Keep this synced with the packages/ee/FEATURES file */}
- The Stripe Billing Module
- Organisation Authentication Portal
- Document Action Reauthentication (Passkeys and 2FA)
- 21 CFR
- Email domains
- Embed authoring
- Embed authoring white label
In addition, you will receive:
- Premium Support via Slack, Discord and Email.
- Flexible Licensing (e.g. MIT) for deeper custom integration (if needed).
- Access to Enterprise-grade compliance and administration features.
- Permission to self-Host Documenso in any context.
The Enterprise Edition currently has no limitations except custom contract terms.
## Getting a License
To acquire an Enterprise Edition license, please [contact our sales team](https://documen.so/enterprise) for a quote. Our team will work with you to understand your requirements and provide a license that fits your needs.
## Using Your License
Once you have acquired an Enterprise Edition license:
1. Access your license key at [license.documenso.com](https://license.documenso.com)
2. Set the `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` environment variable in your Documenso instance with your license key
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY="your-license-key-here"
```
3. You can verify your license status in the Admin Panel under the Stats section.
![Admin License Status](/images/admin-license-status.webp)
Your license will be verified on startup and periodically to ensure continued access to Enterprise features.
Binary file not shown.

After

Width:  |  Height:  |  Size: 75 KiB

@@ -116,9 +116,11 @@ export function AssistantConfirmationDialog({
{!isEditingNextSigner && (
<div>
<p className="text-muted-foreground text-sm">
The next recipient to sign this document will be{' '}
<span className="font-semibold">{form.watch('name')}</span> (
<span className="font-semibold">{form.watch('email')}</span>).
<Trans>
The next recipient to sign this document will be{' '}
<span className="font-semibold">{form.watch('name')}</span> (
<span className="font-semibold">{form.watch('email')}</span>).
</Trans>
</p>
<Button
@@ -3,6 +3,7 @@ import { useState } from 'react';
import { Trans, useLingui } from '@lingui/react/macro';
import type { z } from 'zod';
import type { TLicenseClaim } from '@documenso/lib/types/license';
import { generateDefaultSubscriptionClaim } from '@documenso/lib/utils/organisations-claims';
import { trpc } from '@documenso/trpc/react';
import type { ZCreateSubscriptionClaimRequestSchema } from '@documenso/trpc/server/admin-router/create-subscription-claim.types';
@@ -22,7 +23,11 @@ import { SubscriptionClaimForm } from '../forms/subscription-claim-form';
export type CreateClaimFormValues = z.infer<typeof ZCreateSubscriptionClaimRequestSchema>;
export const ClaimCreateDialog = () => {
type ClaimCreateDialogProps = {
licenseFlags?: TLicenseClaim;
};
export const ClaimCreateDialog = ({ licenseFlags }: ClaimCreateDialogProps) => {
const { t } = useLingui();
const { toast } = useToast();
@@ -67,6 +72,7 @@ export const ClaimCreateDialog = () => {
...generateDefaultSubscriptionClaim(),
}}
onFormSubmit={createClaim}
licenseFlags={licenseFlags}
formSubmitTrigger={
<DialogFooter>
<Button
@@ -2,6 +2,7 @@ import { useState } from 'react';
import { Trans, useLingui } from '@lingui/react/macro';
import type { TLicenseClaim } from '@documenso/lib/types/license';
import { trpc } from '@documenso/trpc/react';
import type { TFindSubscriptionClaimsResponse } from '@documenso/trpc/server/admin-router/find-subscription-claims.types';
import { Button } from '@documenso/ui/primitives/button';
@@ -21,9 +22,10 @@ import { SubscriptionClaimForm } from '../forms/subscription-claim-form';
export type ClaimUpdateDialogProps = {
claim: TFindSubscriptionClaimsResponse['data'][number];
trigger: React.ReactNode;
licenseFlags?: TLicenseClaim;
};
export const ClaimUpdateDialog = ({ claim, trigger }: ClaimUpdateDialogProps) => {
export const ClaimUpdateDialog = ({ claim, trigger, licenseFlags }: ClaimUpdateDialogProps) => {
const { t } = useLingui();
const { toast } = useToast();
@@ -69,6 +71,7 @@ export const ClaimUpdateDialog = ({ claim, trigger }: ClaimUpdateDialogProps) =>
data,
})
}
licenseFlags={licenseFlags}
formSubmitTrigger={
<DialogFooter>
<Button
@@ -258,10 +258,10 @@ export const EnvelopeDistributeDialog = ({
>
<TabsList className="w-full">
<TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
Email
<Trans>Email</Trans>
</TabsTrigger>
<TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
None
<Trans>None</Trans>
</TabsTrigger>
</TabsList>
</Tabs>
@@ -0,0 +1,175 @@
import { plural } from '@lingui/core/macro';
import { Plural, useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopesBulkDeleteDialogProps = {
envelopeIds: string[];
envelopeType: EnvelopeType;
open: boolean;
onOpenChange: (open: boolean) => void;
onSuccess?: () => void;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
export const EnvelopesBulkDeleteDialog = ({
envelopeIds,
envelopeType,
open,
onOpenChange,
onSuccess,
...props
}: EnvelopesBulkDeleteDialogProps) => {
const { t } = useLingui();
const { toast } = useToast();
const trpcUtils = trpc.useUtils();
const isDocument = envelopeType === EnvelopeType.DOCUMENT;
const { mutateAsync: bulkDeleteEnvelopes, isPending } = trpc.envelope.bulk.delete.useMutation({
onSuccess: async (result) => {
// Invalidate the appropriate query based on envelope type.
if (isDocument) {
await trpcUtils.document.findDocumentsInternal.invalidate();
} else {
await trpcUtils.template.findTemplates.invalidate();
}
if (result.failedIds.length > 0) {
toast({
title: isDocument ? t`Documents partially deleted` : t`Templates partially deleted`,
description: t`${plural(result.deletedCount, {
one: '# item deleted.',
other: '# items deleted.',
})} ${plural(result.failedIds.length, {
one: '# item could not be deleted.',
other: '# items could not be deleted.',
})}`,
variant: 'destructive',
});
} else {
toast({
title: isDocument ? t`Documents deleted` : t`Templates deleted`,
description: plural(result.deletedCount, {
one: '# item has been deleted.',
other: '# items have been deleted.',
}),
variant: 'default',
});
}
onSuccess?.();
onOpenChange(false);
},
onError: () => {
toast({
title: t`Error`,
description: t`An error occurred while deleting the items.`,
variant: 'destructive',
});
},
});
return (
<Dialog {...props} open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>
{isDocument ? <Trans>Delete Documents</Trans> : <Trans>Delete Templates</Trans>}
</DialogTitle>
<DialogDescription>
{isDocument ? (
<Plural
value={envelopeIds.length}
one="You are about to delete the selected document."
other="You are about to delete # documents."
/>
) : (
<Plural
value={envelopeIds.length}
one="You are about to delete the selected template."
other="You are about to delete # templates."
/>
)}
</DialogDescription>
</DialogHeader>
<Alert variant="warning">
<AlertDescription>
<p>
<Trans>
Please note that this action is <strong>irreversible</strong>.
</Trans>
</p>
<p className="mt-1">
<Trans>Once confirmed, the following will occur:</Trans>
</p>
<ul className="mt-0.5 list-inside list-disc">
{isDocument ? (
<>
<li>
<Trans>Selected documents will be permanently deleted</Trans>
</li>
<li>
<Trans>Pending documents will have their signing process cancelled</Trans>
</li>
<li>
<Trans>All recipients will be notified</Trans>
</li>
</>
) : (
<>
<li>
<Trans>Selected templates will be permanently deleted</Trans>
</li>
<li>
<Trans>Direct links associated with templates will be removed</Trans>
</li>
</>
)}
</ul>
</AlertDescription>
</Alert>
<DialogFooter>
<Button
type="button"
variant="secondary"
onClick={() => onOpenChange(false)}
disabled={isPending}
>
<Trans>Cancel</Trans>
</Button>
<Button
onClick={(e) => {
e.preventDefault();
void bulkDeleteEnvelopes({ envelopeIds });
}}
loading={isPending}
variant="destructive"
>
<Trans>Delete</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};
@@ -0,0 +1,256 @@
import { useEffect, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { Plural, useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { FolderIcon, HomeIcon, Loader2, Search } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopesBulkMoveDialogProps = {
envelopeIds: string[];
envelopeType: EnvelopeType;
open: boolean;
onOpenChange: (open: boolean) => void;
currentFolderId?: string;
onSuccess?: () => void;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
const ZBulkMoveFormSchema = z.object({
folderId: z.string().nullable(),
});
type TBulkMoveFormSchema = z.infer<typeof ZBulkMoveFormSchema>;
export const EnvelopesBulkMoveDialog = ({
envelopeIds,
envelopeType,
open,
onOpenChange,
currentFolderId,
onSuccess,
...props
}: EnvelopesBulkMoveDialogProps) => {
const { t } = useLingui();
const { toast } = useToast();
const [searchTerm, setSearchTerm] = useState('');
const form = useForm<TBulkMoveFormSchema>({
resolver: zodResolver(ZBulkMoveFormSchema),
defaultValues: {
folderId: currentFolderId ?? null,
},
});
const isDocument = envelopeType === EnvelopeType.DOCUMENT;
const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
{
parentId: currentFolderId,
type: envelopeType,
},
{
enabled: open,
},
);
const { mutateAsync: bulkMoveEnvelopes } = trpc.envelope.bulk.move.useMutation();
const trpcUtils = trpc.useUtils();
useEffect(() => {
if (open) {
setSearchTerm('');
form.reset({
folderId: currentFolderId,
});
}
}, [open, currentFolderId]);
const onSubmit = async (data: TBulkMoveFormSchema) => {
try {
await bulkMoveEnvelopes({
envelopeIds,
folderId: data.folderId,
envelopeType,
});
// Invalidate the appropriate query based on envelope type.
if (isDocument) {
await trpcUtils.document.findDocumentsInternal.invalidate();
} else {
await trpcUtils.template.findTemplates.invalidate();
}
toast({
description: t`Selected items have been moved.`,
});
onSuccess?.();
onOpenChange(false);
} catch (err) {
const error = AppError.parseError(err);
const errorMessage = match(error.code)
.with(
AppErrorCode.NOT_FOUND,
() => t`The folder you are trying to move the items to does not exist.`,
)
.with(AppErrorCode.UNAUTHORIZED, () => t`You are not allowed to move these items.`)
.with(AppErrorCode.INVALID_BODY, () => t`All items must be of the same type.`)
.otherwise(() => t`An error occurred while moving the items.`);
toast({
description: errorMessage,
variant: 'destructive',
});
}
};
const filteredFolders = folders?.data.filter((folder) =>
folder.name.toLowerCase().includes(searchTerm.toLowerCase()),
);
return (
<Dialog {...props} open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>
{isDocument ? (
<Trans>Move Documents to Folder</Trans>
) : (
<Trans>Move Templates to Folder</Trans>
)}
</DialogTitle>
<DialogDescription>
{isDocument ? (
<Plural
value={envelopeIds.length}
one="Select a folder to move the selected document to."
other="Select a folder to move the # selected documents to."
/>
) : (
<Plural
value={envelopeIds.length}
one="Select a folder to move the selected template to."
other="Select a folder to move the # selected templates to."
/>
)}
</DialogDescription>
</DialogHeader>
<div className="relative">
<Search className="absolute left-2 top-3 h-4 w-4 text-muted-foreground" />
<Input
placeholder={t`Search folders...`}
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
className="pl-8"
/>
</div>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
<FormField
control={form.control}
name="folderId"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Folder</Trans>
</FormLabel>
<FormControl>
<div className="max-h-96 space-y-2 overflow-y-auto">
{isFoldersLoading ? (
<div className="flex h-10 items-center justify-center">
<Loader2 className="h-4 w-4 animate-spin" />
</div>
) : (
<>
<Button
type="button"
variant={field.value === null ? 'default' : 'outline'}
className="w-full justify-start"
onClick={() => field.onChange(null)}
disabled={currentFolderId === undefined}
>
<HomeIcon className="mr-2 h-4 w-4" />
<Trans>Home (No Folder)</Trans>
</Button>
{filteredFolders?.map((folder) => (
<Button
key={folder.id}
type="button"
variant={field.value === folder.id ? 'default' : 'outline'}
className="w-full justify-start"
onClick={() => field.onChange(folder.id)}
disabled={currentFolderId === folder.id}
>
<FolderIcon className="mr-2 h-4 w-4" />
{folder.name}
</Button>
))}
{searchTerm && filteredFolders?.length === 0 && (
<div className="px-2 py-2 text-center text-sm text-muted-foreground">
<Trans>No folders found</Trans>
</div>
)}
</>
)}
</div>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
disabled={isFoldersLoading || form.formState.isSubmitting}
loading={form.formState.isSubmitting}
>
<Trans>Move</Trans>
</Button>
</DialogFooter>
</form>
</Form>
</DialogContent>
</Dialog>
);
};
@@ -77,7 +77,7 @@ export const OrganisationGroupDeleteDialog = ({
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
<Trans context="Removing group from organisation">
You are about to remove the following group from{' '}
<span className="font-semibold">{organisation.name}</span>.
</Trans>
@@ -127,7 +127,11 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
};
const mapTextToUrl = (text: string) => {
return text.toLowerCase().replace(/\s+/g, '-');
return text
.normalize('NFD')
.replace(/[\u0300-\u036f]/g, '')
.toLowerCase()
.replace(/\s+/g, '-');
};
const dialogState = useMemo(() => {
@@ -260,7 +264,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
<Input className="bg-background" {...field} />
</FormControl>
{!form.formState.errors.teamUrl && (
<span className="text-foreground/50 text-xs font-normal">
<span className="text-xs font-normal text-foreground/50">
{field.value ? (
`${NEXT_PUBLIC_WEBAPP_URL()}/t/${field.value}`
) : (
@@ -288,7 +292,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
/>
<label
className="text-muted-foreground ml-2 text-sm"
className="ml-2 text-sm text-muted-foreground"
htmlFor="inherit-members"
>
<Trans>Allow all organisation members to access this team</Trans>
@@ -81,7 +81,7 @@ export const TeamGroupDeleteDialog = ({
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
<Trans context="Removing group from team">
You are about to remove the following group from{' '}
<span className="font-semibold">{team.name}</span>.
</Trans>
@@ -1,10 +1,10 @@
import { useEffect, useMemo, useState } from 'react';
import { useEffect, useMemo, useRef, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, useLingui } from '@lingui/react/macro';
import { TeamMemberRole } from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { InfoIcon } from 'lucide-react';
import { InfoIcon, UserPlusIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { Link } from 'react-router';
import { match } from 'ts-pattern';
@@ -13,6 +13,7 @@ import { z } from 'zod';
import { TEAM_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/teams';
import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
@@ -44,6 +45,7 @@ import {
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { OrganisationMemberInviteDialog } from '~/components/dialogs/organisation-member-invite-dialog';
import { useCurrentTeam } from '~/providers/team';
export type TeamMemberCreateDialogProps = {
@@ -64,11 +66,14 @@ type TAddTeamMembersFormSchema = z.infer<typeof ZAddTeamMembersFormSchema>;
export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDialogProps) => {
const [open, setOpen] = useState(false);
const [step, setStep] = useState<'SELECT' | 'MEMBERS'>('SELECT');
const [inviteDialogOpen, setInviteDialogOpen] = useState(false);
const prevInviteDialogOpenRef = useRef(false);
const { t } = useLingui();
const { toast } = useToast();
const team = useCurrentTeam();
const utils = trpc.useUtils();
const form = useForm<TAddTeamMembersFormSchema>({
resolver: zodResolver(ZAddTeamMembersFormSchema),
@@ -96,7 +101,29 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
);
}, [organisationMemberQuery, teamMemberQuery]);
const hasNoAvailableMembers =
!organisationMemberQuery.isLoading && avaliableOrganisationMembers.length === 0;
const onFormSubmit = async ({ members }: TAddTeamMembersFormSchema) => {
if (members.length === 0) {
if (hasNoAvailableMembers) {
setInviteDialogOpen(true);
return;
}
// Don't show error if on SELECT step - the disabled Next button already communicates this
if (step === 'SELECT') {
return;
}
toast({
title: t`No members selected`,
description: t`Please select at least one member to add to the team.`,
variant: 'destructive',
});
return;
}
try {
await createTeamMembers({
teamId: team.id,
@@ -123,9 +150,20 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
if (!open) {
form.reset();
setStep('SELECT');
setInviteDialogOpen(false);
}
}, [open, form]);
// Invalidate queries when invite dialog closes (transitions from true to false) to refresh available members
useEffect(() => {
if (prevInviteDialogOpenRef.current && !inviteDialogOpen) {
void utils.organisation.member.find.invalidate({
organisationId: team.organisationId,
});
}
prevInviteDialogOpenRef.current = inviteDialogOpen;
}, [inviteDialogOpen, utils, team.organisationId]);
return (
<Dialog
{...props}
@@ -134,9 +172,11 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
// Since it would be annoying to redo the whole process.
>
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
<Button variant="secondary" onClick={() => setOpen(true)}>
<Trans>Add members</Trans>
</Button>
{trigger ?? (
<Button variant="secondary" onClick={() => setOpen(true)}>
<Trans>Add members</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent hideClose={true} position="center">
@@ -149,7 +189,7 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
<TooltipTrigger asChild>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-xs">
<TooltipContent className="z-[99999] max-w-xs text-muted-foreground">
<Trans>
To be able to add members to a team, you must first add them to the
organisation. For more information, please see the{' '}
@@ -186,7 +226,18 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
.exhaustive()}
<Form {...form}>
<form onSubmit={form.handleSubmit(onFormSubmit)}>
<form
onSubmit={form.handleSubmit(onFormSubmit)}
onKeyDown={(e) => {
if (e.key === 'Enter' && form.getValues('members').length === 0) {
e.preventDefault();
if (hasNoAvailableMembers) {
setInviteDialogOpen(true);
}
// Don't show toast - the disabled Next button already communicates this
}
}}
>
<fieldset disabled={form.formState.isSubmitting}>
{step === 'SELECT' && (
<>
@@ -194,46 +245,102 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
control={form.control}
name="members"
render={({ field }) => (
<FormItem>
<FormItem className="space-y-2">
<FormLabel>
<Trans>Members</Trans>
</FormLabel>
<FormControl>
<MultiSelectCombobox
options={avaliableOrganisationMembers.map((member) => ({
label: member.name,
value: member.id,
}))}
loading={organisationMemberQuery.isLoading}
selectedValues={field.value.map(
(member) => member.organisationMemberId,
)}
onChange={(value) => {
field.onChange(
value.map((organisationMemberId) => ({
organisationMemberId,
teamRole:
field.value.find(
(member) =>
member.organisationMemberId === organisationMemberId,
)?.teamRole || TeamMemberRole.MEMBER,
})),
);
}}
className="bg-background w-full"
emptySelectionPlaceholder={t`Select members`}
/>
{hasNoAvailableMembers ? (
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed border-muted-foreground/25 bg-muted/30 px-6 py-12 text-center">
<div className="mb-4 flex h-12 w-12 items-center justify-center rounded-full bg-muted">
<UserPlusIcon className="h-6 w-6 text-muted-foreground" />
</div>
<h3 className="mb-2 text-sm font-semibold">
<Trans>No organisation members available</Trans>
</h3>
<p className="mb-6 max-w-sm text-sm text-muted-foreground">
<Trans>
To add members to this team, you must first add them to the
organisation.
</Trans>
</p>
<OrganisationMemberInviteDialog
open={inviteDialogOpen}
onOpenChange={setInviteDialogOpen}
trigger={
<Button type="button" variant="default">
<UserPlusIcon className="mr-2 h-4 w-4" />
<Trans>Invite organisation members</Trans>
</Button>
}
/>
</div>
) : (
<MultiSelectCombobox
options={avaliableOrganisationMembers.map((member) => ({
label: member.name,
value: member.id,
}))}
loading={organisationMemberQuery.isLoading}
selectedValues={field.value.map(
(member) => member.organisationMemberId,
)}
onChange={(value) => {
field.onChange(
value.map((organisationMemberId) => ({
organisationMemberId,
teamRole:
field.value.find(
(member) =>
member.organisationMemberId === organisationMemberId,
)?.teamRole || TeamMemberRole.MEMBER,
})),
);
}}
className="w-full bg-background"
emptySelectionPlaceholder={t`Select members`}
/>
)}
</FormControl>
<FormDescription>
<Trans>Select members to add to this team</Trans>
</FormDescription>
{!hasNoAvailableMembers && (
<>
<FormDescription>
<Trans>Select members to add to this team</Trans>
</FormDescription>
<Alert
variant="neutral"
className="mt-2 flex items-center gap-2 space-y-0"
>
<div>
<UserPlusIcon className="h-5 w-5 text-muted-foreground" />
</div>
<AlertDescription className="mt-0 flex-1">
<Trans>Can't find someone?</Trans>{' '}
<OrganisationMemberInviteDialog
open={inviteDialogOpen}
onOpenChange={setInviteDialogOpen}
trigger={
<Button
type="button"
variant="link"
className="h-auto p-0 text-sm font-medium text-documenso-700 hover:text-documenso-600"
>
<Trans>Invite them to the organisation first</Trans>
</Button>
}
/>
</AlertDescription>
</Alert>
</>
)}
</FormItem>
)}
/>
<DialogFooter>
<DialogFooter className="mt-4">
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
@@ -115,7 +115,9 @@ export const ConfigureFieldsView = ({
templateId: null,
token: '',
documentDeletedAt: null,
expired: null,
expired: null, // !: deprecated Not in use. To be removed in a future migration.
expiresAt: null,
expirationNotifiedAt: null,
signedAt: null,
authOptions: null,
rejectionReason: null,
@@ -1,3 +1,4 @@
import { Trans } from '@lingui/react/macro';
import { Loader } from 'lucide-react';
export const EmbedClientLoading = () => {
@@ -5,7 +6,9 @@ export const EmbedClientLoading = () => {
<div className="bg-background fixed left-0 top-0 z-[9999] flex h-full w-full items-center justify-center">
<Loader className="mr-2 h-4 w-4 animate-spin" />
<span>Loading...</span>
<span>
<Trans>Loading...</Trans>
</span>
</div>
);
};
@@ -499,7 +499,9 @@ export const EmbedDirectTemplateClientPage = ({
{!hidePoweredBy && (
<div className="fixed bottom-0 left-0 z-40 rounded-tr bg-primary px-2 py-1 text-xs font-medium text-primary-foreground opacity-60 hover:opacity-100">
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
@@ -510,7 +510,9 @@ export const EmbedSignDocumentV1ClientPage = ({
{!hidePoweredBy && (
<div className="fixed bottom-0 left-0 z-40 rounded-tr bg-primary px-2 py-1 text-xs font-medium text-primary-foreground opacity-60 hover:opacity-100">
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
@@ -1,6 +1,7 @@
import { useEffect, useLayoutEffect, useState } from 'react';
import { useLingui } from '@lingui/react';
import { EnvelopeType } from '@prisma/client';
import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
@@ -25,7 +26,7 @@ export const EmbedSignDocumentV2ClientPage = ({
}: EmbedSignDocumentV2ClientPageProps) => {
const { _ } = useLingui();
const { envelope, recipient, envelopeData, setFullName, fullName } =
const { envelope, recipient, envelopeData, setFullName, setEmail, fullName } =
useRequiredEnvelopeSigningContext();
const { isCompleted, isRejected, recipientSignature } = envelopeData;
@@ -35,6 +36,7 @@ export const EmbedSignDocumentV2ClientPage = ({
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
const [isNameLocked, setIsNameLocked] = useState(false);
const [isEmailLocked, setIsEmailLocked] = useState(envelope.type === EnvelopeType.DOCUMENT);
const onDocumentCompleted = (data: {
token: string;
@@ -132,6 +134,17 @@ export const EmbedSignDocumentV2ClientPage = ({
// Since a recipient can be provided a name we can lock it without requiring
// a to be provided by the parent application, unlike direct templates.
setIsNameLocked(!!data.lockName);
if (envelope.type === EnvelopeType.TEMPLATE) {
if (!isCompleted && data.email) {
setEmail(data.email);
}
if (data.email) {
setIsEmailLocked(!!data.lockEmail);
}
}
setAllowDocumentRejection(!!data.allowDocumentRejection);
if (data.darkModeDisabled) {
@@ -213,6 +226,7 @@ export const EmbedSignDocumentV2ClientPage = ({
return (
<EmbedSigningProvider
isNameLocked={isNameLocked}
isEmailLocked={isEmailLocked}
hidePoweredBy={hidePoweredBy}
allowDocumentRejection={allowDocumentRejection}
onDocumentCompleted={onDocumentCompleted}
@@ -0,0 +1,46 @@
import { useEffect, useState } from 'react';
import { Trans } from '@lingui/react/macro';
export const EmbedRecipientExpired = () => {
const [hasPostedMessage, setHasPostedMessage] = useState(false);
useEffect(() => {
if (window.parent && !hasPostedMessage) {
window.parent.postMessage(
{
action: 'recipient-expired',
data: null,
},
'*',
);
}
setHasPostedMessage(true);
}, [hasPostedMessage]);
if (!hasPostedMessage) {
return null;
}
return (
<div className="embed--RecipientExpired relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
<h3 className="text-center text-2xl font-bold text-foreground">
<Trans>Signing Window Expired</Trans>
</h3>
<div className="mt-8 max-w-[50ch] text-center">
<p className="text-sm text-muted-foreground">
<Trans>
Your signing window for this document has expired. Please contact the sender for a new
invitation.
</Trans>
</p>
<p className="mt-4 text-sm text-muted-foreground">
<Trans>Please check with the parent application for more information.</Trans>
</p>
</div>
</div>
);
};
@@ -11,6 +11,10 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
import { useSession } from '@documenso/lib/client-only/providers/session';
import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
import {
type TEnvelopeExpirationPeriod,
ZEnvelopeExpirationPeriod,
} from '@documenso/lib/constants/envelope-expiration';
import {
SUPPORTED_LANGUAGES,
SUPPORTED_LANGUAGE_CODES,
@@ -27,6 +31,7 @@ import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
import { Alert } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -70,6 +75,7 @@ export type TDocumentPreferencesFormSchema = {
defaultRecipients: TDefaultRecipients | null;
delegateDocumentOwnership: boolean | null;
aiFeaturesEnabled: boolean | null;
envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
};
type SettingsSubset = Pick<
@@ -87,6 +93,7 @@ type SettingsSubset = Pick<
| 'defaultRecipients'
| 'delegateDocumentOwnership'
| 'aiFeaturesEnabled'
| 'envelopeExpirationPeriod'
>;
export type DocumentPreferencesFormProps = {
@@ -126,6 +133,7 @@ export const DocumentPreferencesForm = ({
defaultRecipients: ZDefaultRecipientsSchema.nullable(),
delegateDocumentOwnership: z.boolean().nullable(),
aiFeaturesEnabled: z.boolean().nullable(),
envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
});
const form = useForm<TDocumentPreferencesFormSchema>({
@@ -146,6 +154,7 @@ export const DocumentPreferencesForm = ({
: null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
},
resolver: zodResolver(ZDocumentPreferencesFormSchema),
});
@@ -669,6 +678,35 @@ export const DocumentPreferencesForm = ({
)}
/>
<FormField
control={form.control}
name="envelopeExpirationPeriod"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Envelope Expiration</Trans>
</FormLabel>
<FormControl>
<ExpirationPeriodPicker
value={field.value}
onChange={field.onChange}
inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
/>
</FormControl>
<FormDescription>
<Trans>
Controls how long recipients have to complete signing before the document
expires. After expiration, recipients can no longer sign the document.
</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
{isAiFeaturesConfigured && (
<FormField
control={form.control}
+1 -1
View File
@@ -402,7 +402,7 @@ export const SignUpForm = ({
size="lg"
className="mt-6 w-full"
>
<Trans>Complete</Trans>
<Trans>Create account</Trans>
</Button>
</form>
</Form>
@@ -2,10 +2,13 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, useLingui } from '@lingui/react/macro';
import type { SubscriptionClaim } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { Link } from 'react-router';
import type { z } from 'zod';
import type { TLicenseClaim } from '@documenso/lib/types/license';
import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
import { ZCreateSubscriptionClaimRequestSchema } from '@documenso/trpc/server/admin-router/create-subscription-claim.types';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Form,
@@ -24,15 +27,22 @@ type SubscriptionClaimFormProps = {
subscriptionClaim: Omit<SubscriptionClaim, 'id' | 'createdAt' | 'updatedAt'>;
onFormSubmit: (data: SubscriptionClaimFormValues) => Promise<void>;
formSubmitTrigger?: React.ReactNode;
licenseFlags?: TLicenseClaim;
};
export const SubscriptionClaimForm = ({
subscriptionClaim,
onFormSubmit,
formSubmitTrigger,
licenseFlags,
}: SubscriptionClaimFormProps) => {
const { t } = useLingui();
const hasRestrictedEnterpriseFeatures = Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).some(
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
(flag) => flag.isEnterprise && !licenseFlags?.[flag.key as keyof TLicenseClaim],
);
const form = useForm<SubscriptionClaimFormValues>({
resolver: zodResolver(ZCreateSubscriptionClaimRequestSchema),
defaultValues: {
@@ -142,34 +152,59 @@ export const SubscriptionClaimForm = ({
</FormLabel>
<div className="mt-2 space-y-2 rounded-md border p-4">
{Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label }) => (
<FormField
key={key}
control={form.control}
name={`flags.${key}`}
render={({ field }) => (
<FormItem className="flex items-center space-x-2">
<FormControl>
<div className="flex items-center">
<Checkbox
id={`flag-${key}`}
checked={field.value}
onCheckedChange={field.onChange}
/>
{Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(
({ key, label, isEnterprise }) => {
const isRestrictedFeature =
isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
<label
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
htmlFor={`flag-${key}`}
>
{label}
</label>
</div>
</FormControl>
</FormItem>
)}
/>
))}
return (
<FormField
key={key}
control={form.control}
name={`flags.${key}`}
render={({ field }) => (
<FormItem className="flex items-center space-x-2">
<FormControl>
<div className="flex items-center">
<Checkbox
id={`flag-${key}`}
checked={field.value}
onCheckedChange={field.onChange}
disabled={isRestrictedFeature && !field.value} // Allow disabling of restricted features.
/>
<label
className="ml-2 flex flex-row items-center text-sm text-muted-foreground"
htmlFor={`flag-${key}`}
>
{label}
{isRestrictedFeature && ' ¹'}
</label>
</div>
</FormControl>
</FormItem>
)}
/>
);
},
)}
</div>
{hasRestrictedEnterpriseFeatures && (
<Alert variant="neutral" className="mt-4">
<AlertDescription>
<span>¹&nbsp;</span>
<Trans>Your current license does not include these features.</Trans>{' '}
<Link
to="https://docs.documenso.com/users/licenses/enterprise-edition"
target="_blank"
className="text-foreground underline hover:opacity-80"
>
<Trans>Learn more</Trans>
</Link>
</AlertDescription>
</Alert>
)}
</div>
{formSubmitTrigger}
@@ -0,0 +1,212 @@
import { Trans, useLingui } from '@lingui/react/macro';
import {
ArrowRightIcon,
CheckCircle2Icon,
KeyRoundIcon,
Loader2Icon,
RefreshCwIcon,
XCircleIcon,
} from 'lucide-react';
import { DateTime } from 'luxon';
import { Link, useRevalidator } from 'react-router';
import { match } from 'ts-pattern';
import type { TCachedLicense } from '@documenso/lib/types/license';
import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
import { trpc } from '@documenso/trpc/react';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import {
Tooltip,
TooltipContent,
TooltipProvider,
TooltipTrigger,
} from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { CardMetric } from './metric-card';
type AdminLicenseCardProps = {
licenseData: TCachedLicense | null;
};
export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
const { t, i18n } = useLingui();
const { license } = licenseData || {};
if (!license) {
return (
<div className="relative">
<div className="absolute right-3 top-3 z-10">
<AdminLicenseResyncButton />
</div>
<CardMetric icon={KeyRoundIcon} title={t`License`} className="h-fit max-h-fit">
<div className="mt-1 flex items-center justify-center gap-2">
<div className="flex h-10 w-10 shrink-0 items-center justify-center rounded-lg border border-dashed border-muted-foreground/30 bg-muted/50">
<KeyRoundIcon className="h-5 w-5 text-muted-foreground/50" />
</div>
<div className="flex flex-col gap-0.5">
{licenseData?.requestedLicenseKey ? (
<>
<p className="text-sm font-medium text-destructive">
<Trans>Invalid License Key</Trans>
</p>
<p className="text-xs text-muted-foreground">{licenseData.requestedLicenseKey}</p>
</>
) : (
<p className="text-sm font-medium text-muted-foreground">
<Trans>No License Configured</Trans>
</p>
)}
<Link
to="https://docs.documenso.com/users/licenses/enterprise-edition"
target="_blank"
className="flex flex-row items-center text-xs text-muted-foreground hover:text-muted-foreground/80"
>
<Trans>Learn more</Trans> <ArrowRightIcon className="h-3 w-3" />
</Link>
</div>
</div>
</CardMetric>
</div>
);
}
const enabledFlags = Object.entries(license.flags).filter(([, enabled]) => enabled);
return (
<div className="relative max-w-full overflow-hidden rounded-lg border border-border bg-background px-4 pb-6 pt-4 shadow shadow-transparent duration-200 hover:shadow-border/80">
<div className="absolute right-3 top-3">
<AdminLicenseResyncButton />
</div>
<div className="flex items-start gap-2">
<div className="h-4 w-4">
<KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
</div>
<h3 className="text-primary-forground mb-2 flex items-end text-sm font-medium leading-tight">
<Trans>Documenso License</Trans>
</h3>
{match(license.status)
.with('ACTIVE', () => (
<Badge variant="default" size="small">
<CheckCircle2Icon className="mr-1 h-3 w-3" />
<Trans context="Subscription status">Active</Trans>
</Badge>
))
.with('PAST_DUE', () => (
<Badge variant="warning" size="small">
<XCircleIcon className="mr-1 h-3 w-3" />
<Trans context="Subscription status">Past Due</Trans>
</Badge>
))
.with('EXPIRED', () => (
<Badge variant="destructive" size="small">
<XCircleIcon className="mr-1 h-3 w-3" />
<Trans context="Subscription status">Expired</Trans>
</Badge>
))
.otherwise(() => null)}
</div>
<div className="mt-4 grid grid-cols-2 gap-4">
<div>
<p className="text-sm font-medium text-foreground">
<Trans>License</Trans>
</p>
<p className="mt-0.5 text-xs text-muted-foreground">{license.name}</p>
</div>
<div>
<p className="text-sm font-medium text-foreground">
<Trans>Expires</Trans>
</p>
<p className="mt-0.5 text-xs text-muted-foreground">
{i18n.date(license.periodEnd, DateTime.DATE_MED)}
</p>
</div>
<div>
<p className="text-sm font-medium text-foreground">
<Trans>License Key</Trans>
</p>
<p className="mt-0.5 text-xs text-muted-foreground">{license.licenseKey}</p>
</div>
<div>
<p className="text-sm font-medium text-foreground">
<Trans>Features</Trans>
</p>
<p className="mt-0.5 text-xs text-muted-foreground">
{enabledFlags.length > 0 ? (
enabledFlags
.map(
([flag]) =>
SUBSCRIPTION_CLAIM_FEATURE_FLAGS[
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
flag as keyof typeof SUBSCRIPTION_CLAIM_FEATURE_FLAGS
]?.label || flag,
)
.join(', ')
) : (
<Trans>No features enabled</Trans>
)}
</p>
</div>
</div>
</div>
);
};
const AdminLicenseResyncButton = () => {
const { t } = useLingui();
const { toast } = useToast();
const { revalidate } = useRevalidator();
const { mutate: resyncLicense, isPending: isResyncingLicense } =
trpc.admin.license.resync.useMutation({
onSuccess: async () => {
toast({
title: t`License synced`,
});
await revalidate();
},
onError: () => {
toast({
title: t`Failed to sync license`,
variant: 'destructive',
});
},
});
return (
<TooltipProvider>
<Tooltip>
<TooltipTrigger asChild>
<Button
variant="ghost"
size="sm"
className="h-8 w-8 p-0"
disabled={isResyncingLicense}
onClick={() => resyncLicense()}
>
{isResyncingLicense ? (
<Loader2Icon className="h-4 w-4 animate-spin" />
) : (
<RefreshCwIcon className="h-4 w-4" />
)}
</Button>
</TooltipTrigger>
<TooltipContent>
<Trans>Sync license from server</Trans>
</TooltipContent>
</Tooltip>
</TooltipProvider>
);
};
@@ -0,0 +1,78 @@
import { Trans } from '@lingui/react/macro';
import { AlertTriangleIcon, KeyRoundIcon } from 'lucide-react';
import { Link } from 'react-router';
import { match } from 'ts-pattern';
import type { TCachedLicense } from '@documenso/lib/types/license';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
export type AdminLicenseStatusBannerProps = {
license: TCachedLicense | null;
};
export const AdminLicenseStatusBanner = ({ license }: AdminLicenseStatusBannerProps) => {
const licenseStatus = license?.derivedStatus;
if (!license || licenseStatus === 'ACTIVE' || licenseStatus === 'NOT_FOUND') {
return null;
}
return (
<div
className={cn('mb-8 rounded-lg bg-yellow-200 text-yellow-900 dark:bg-yellow-400', {
'bg-destructive text-destructive-foreground':
licenseStatus === 'EXPIRED' || licenseStatus === 'UNAUTHORIZED',
})}
>
<div className="flex items-center justify-between gap-x-4 px-4 py-3 text-sm font-medium">
<div className="flex items-center">
<AlertTriangleIcon className="mr-2.5 h-5 w-5" />
{match(licenseStatus)
.with('PAST_DUE', () => (
<Trans>
License Payment Overdue - Please update your payment to avoid service disruptions.
</Trans>
))
.with('EXPIRED', () => (
<Trans>
License Expired - Please renew your license to continue using enterprise features.
</Trans>
))
.with('UNAUTHORIZED', () =>
license ? (
<Trans>
Invalid License Type - Your Documenso instance is using features that are not part
of your license.
</Trans>
) : (
<Trans>
Missing License - Your Documenso instance is using features that require a
license.
</Trans>
),
)
.otherwise(() => null)}
</div>
<Button
variant="outline"
size="sm"
className={cn({
'border-yellow-900/30 text-yellow-900 hover:bg-yellow-100 dark:hover:bg-yellow-500':
licenseStatus === 'PAST_DUE',
'border-destructive-foreground/30 text-destructive-foreground hover:bg-destructive/80':
licenseStatus === 'EXPIRED' || licenseStatus === 'UNAUTHORIZED',
})}
asChild
>
<Link to="https://docs.documenso.com/users/licenses/enterprise-edition" target="_blank">
<KeyRoundIcon className="mr-1.5 h-4 w-4" />
<Trans>See Documentation</Trans>
</Link>
</Button>
</div>
</div>
);
};
@@ -124,7 +124,9 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
</div>
<p className="text-muted-foreground text-sm">
© {new Date().getFullYear()} Documenso, Inc. <br /> All rights reserved.
© {new Date().getFullYear()} Documenso, Inc.
<br />
<Trans>All rights reserved.</Trans>
</p>
</div>
</SheetContent>
@@ -118,7 +118,9 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
{price.product.features && price.product.features.length > 0 && (
<div className="mt-4 text-muted-foreground">
<div className="text-sm font-medium">Includes:</div>
<div className="text-sm font-medium">
<Trans>Includes:</Trans>
</div>
<ul className="mt-1 divide-y text-sm">
{price.product.features.map((feature, index) => (
@@ -1,10 +1,13 @@
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans, useLingui as useLinguiMacro } from '@lingui/react/macro';
import { RecipientRole } from '@prisma/client';
import type { TDefaultRecipient } from '@documenso/lib/types/default-recipients';
import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
import { MultiSelect, type Option } from '@documenso/ui/primitives/multiselect';
import { useToast } from '@documenso/ui/primitives/use-toast';
type DefaultRecipientsMultiSelectComboboxProps = {
listValues: TDefaultRecipient[];
@@ -20,6 +23,8 @@ export const DefaultRecipientsMultiSelectCombobox = ({
organisationId,
}: DefaultRecipientsMultiSelectComboboxProps) => {
const { _ } = useLingui();
const { t } = useLinguiMacro();
const { toast } = useToast();
const { data: organisationData, isLoading: isLoadingOrganisation } =
trpc.organisation.member.find.useQuery(
@@ -60,31 +65,56 @@ export const DefaultRecipientsMultiSelectCombobox = ({
}));
const onSelectionChange = (selected: Option[]) => {
const updatedRecipients = selected.map((option) => {
const existingRecipient = listValues.find((r) => r.email === option.value);
const member = members?.find((m) => m.email === option.value);
const invalidEmails = selected.filter(
(option) => !isRecipientEmailValidForSending({ email: option.value }),
);
return {
email: option.value,
name: member?.name || option.value,
role: existingRecipient?.role ?? RecipientRole.CC,
};
});
if (invalidEmails.length > 0) {
toast({
title: t`Invalid email`,
description: t`"${invalidEmails[0].value}" is not a valid email address.`,
variant: 'destructive',
});
}
const updatedRecipients = selected
.filter((option) => !invalidEmails.includes(option))
.map((option) => {
const existingRecipient = listValues.find((r) => r.email === option.value);
const member = members?.find((m) => m.email === option.value);
return {
email: option.value,
name: member?.name || option.value,
role: existingRecipient?.role ?? RecipientRole.CC,
};
});
onChange(updatedRecipients);
};
return (
<MultiSelect
commandProps={{ label: _(msg`Select recipients`) }}
commandProps={{ label: _(msg`Select or add recipients`) }}
options={options}
value={value}
onChange={onSelectionChange}
placeholder={_(msg`Select recipients`)}
placeholder={_(msg`Select or enter email address`)}
hideClearAllButton
hidePlaceholderWhenSelected
loadingIndicator={isLoading ? <p className="text-center text-sm">Loading...</p> : undefined}
emptyIndicator={<p className="text-center text-sm">No members found</p>}
creatable
loadingIndicator={
isLoading ? (
<p className="text-center text-sm">
<Trans>Loading...</Trans>
</p>
) : undefined
}
emptyIndicator={
<p className="text-center text-sm">
<Trans>Type an email address to add a recipient</Trans>
</p>
}
/>
);
};
@@ -4,6 +4,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import { RecipientRole } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { AppError } from '@documenso/lib/errors/app-error';
@@ -27,7 +28,6 @@ import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-p
export type DocumentSigningAuth2FAProps = {
actionTarget?: 'FIELD' | 'DOCUMENT';
actionVerb?: string;
open: boolean;
onOpenChange: (value: boolean) => void;
onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
@@ -44,7 +44,6 @@ type T2FAAuthFormSchema = z.infer<typeof Z2FAAuthFormSchema>;
export const DocumentSigningAuth2FA = ({
actionTarget = 'FIELD',
actionVerb = 'sign',
onReauthFormSubmit,
open,
onOpenChange,
@@ -101,14 +100,39 @@ export const DocumentSigningAuth2FA = ({
<Alert variant="warning">
<AlertDescription>
<p>
{recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT' ? (
<Trans>You need to setup 2FA to mark this document as viewed.</Trans>
) : (
// Todo: Translate
`You need to setup 2FA to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`
)}
{match({ role: recipient.role, actionTarget })
.with({ role: RecipientRole.SIGNER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup 2FA to sign this field.</Trans>
))
.with({ role: RecipientRole.SIGNER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup 2FA to sign this document.</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup 2FA to approve this field.</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup 2FA to approve this document.</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup 2FA to view this field.</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup 2FA to mark this document as viewed.</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup 2FA to view this field.</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup 2FA to view this document.</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup 2FA to assist with this field.</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup 2FA to assist with this document.</Trans>
))
.exhaustive()}
</p>
<p className="mt-2">
<Trans>
By enabling 2FA, you will be required to enter a code from your authenticator app
@@ -138,7 +162,9 @@ export const DocumentSigningAuth2FA = ({
name="token"
render={({ field }) => (
<FormItem>
<FormLabel required>2FA token</FormLabel>
<FormLabel required>
<Trans>2FA token</Trans>
</FormLabel>
<FormControl>
<PinInput {...field} value={field.value ?? ''} maxLength={6}>
@@ -2,6 +2,7 @@ import { useState } from 'react';
import { Trans, useLingui } from '@lingui/react/macro';
import { RecipientRole } from '@prisma/client';
import { match } from 'ts-pattern';
import { authClient } from '@documenso/auth/client';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
@@ -13,13 +14,11 @@ import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-p
export type DocumentSigningAuthAccountProps = {
actionTarget?: 'FIELD' | 'DOCUMENT';
actionVerb?: string;
onOpenChange: (value: boolean) => void;
};
export const DocumentSigningAuthAccount = ({
actionTarget = 'FIELD',
actionVerb = 'sign',
onOpenChange,
}: DocumentSigningAuthAccountProps) => {
const { recipient, isDirectTemplate } = useRequiredDocumentSigningAuthContext();
@@ -55,32 +54,110 @@ export const DocumentSigningAuthAccount = ({
<fieldset disabled={isSigningOut} className="space-y-4">
<Alert variant="warning">
<AlertDescription>
{actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
<span>
{isDirectTemplate ? (
<Trans>To mark this document as viewed, you need to be logged in.</Trans>
) : (
<Trans>
To mark this document as viewed, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
)}
</span>
) : (
<span>
{isDirectTemplate ? (
<Trans>
To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
logged in.
</Trans>
) : (
<Trans>
To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
logged in as <strong>{recipient.email}</strong>
</Trans>
)}
</span>
)}
<span>
{match({ role: recipient.role, actionTarget })
.with({ role: RecipientRole.SIGNER, actionTarget: 'FIELD' }, () =>
isDirectTemplate ? (
<Trans>To sign this field, you need to be logged in.</Trans>
) : (
<Trans>
To sign this field, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.SIGNER, actionTarget: 'DOCUMENT' }, () =>
isDirectTemplate ? (
<Trans>To sign this document, you need to be logged in.</Trans>
) : (
<Trans>
To sign this document, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.APPROVER, actionTarget: 'FIELD' }, () =>
isDirectTemplate ? (
<Trans>To approve this field, you need to be logged in.</Trans>
) : (
<Trans>
To approve this field, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.APPROVER, actionTarget: 'DOCUMENT' }, () =>
isDirectTemplate ? (
<Trans>To approve this document, you need to be logged in.</Trans>
) : (
<Trans>
To approve this document, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.VIEWER, actionTarget: 'FIELD' }, () =>
isDirectTemplate ? (
<Trans>To view this field, you need to be logged in.</Trans>
) : (
<Trans>
To view this field, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.VIEWER, actionTarget: 'DOCUMENT' }, () =>
isDirectTemplate ? (
<Trans>To mark this document as viewed, you need to be logged in.</Trans>
) : (
<Trans>
To mark this document as viewed, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.CC, actionTarget: 'FIELD' }, () =>
isDirectTemplate ? (
<Trans>To view this field, you need to be logged in.</Trans>
) : (
<Trans>
To view this field, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.CC, actionTarget: 'DOCUMENT' }, () =>
isDirectTemplate ? (
<Trans>To view this document, you need to be logged in.</Trans>
) : (
<Trans>
To view this document, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'FIELD' }, () =>
isDirectTemplate ? (
<Trans>To assist with this field, you need to be logged in.</Trans>
) : (
<Trans>
To assist with this field, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'DOCUMENT' }, () =>
isDirectTemplate ? (
<Trans>To assist with this document, you need to be logged in.</Trans>
) : (
<Trans>
To assist with this document, you need to be logged in as{' '}
<strong>{recipient.email}</strong>
</Trans>
),
)
.exhaustive()}
</span>
</AlertDescription>
</Alert>
@@ -8,6 +8,7 @@ import { RecipientRole } from '@prisma/client';
import { browserSupportsWebAuthn, startAuthentication } from '@simplewebauthn/browser';
import { Loader } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { AppError } from '@documenso/lib/errors/app-error';
@@ -38,7 +39,6 @@ import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-p
export type DocumentSigningAuthPasskeyProps = {
actionTarget?: 'FIELD' | 'DOCUMENT';
actionVerb?: string;
open: boolean;
onOpenChange: (value: boolean) => void;
onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
@@ -52,7 +52,6 @@ type TPasskeyAuthFormSchema = z.infer<typeof ZPasskeyAuthFormSchema>;
export const DocumentSigningAuthPasskey = ({
actionTarget = 'FIELD',
actionVerb = 'sign',
onReauthFormSubmit,
open,
onOpenChange,
@@ -128,9 +127,62 @@ export const DocumentSigningAuthPasskey = ({
<div className="space-y-4">
<Alert variant="warning">
<AlertDescription>
{/* Todo: Translate */}
Your browser does not support passkeys, which is required to {actionVerb.toLowerCase()}{' '}
this {actionTarget.toLowerCase()}.
{match({ role: recipient.role, actionTarget })
.with({ role: RecipientRole.SIGNER, actionTarget: 'FIELD' }, () => (
<Trans>
Your browser does not support passkeys, which is required to sign this field.
</Trans>
))
.with({ role: RecipientRole.SIGNER, actionTarget: 'DOCUMENT' }, () => (
<Trans>
Your browser does not support passkeys, which is required to sign this document.
</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'FIELD' }, () => (
<Trans>
Your browser does not support passkeys, which is required to approve this field.
</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'DOCUMENT' }, () => (
<Trans>
Your browser does not support passkeys, which is required to approve this
document.
</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'FIELD' }, () => (
<Trans>
Your browser does not support passkeys, which is required to view this field.
</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'DOCUMENT' }, () => (
<Trans>
Your browser does not support passkeys, which is required to mark this document as
viewed.
</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'FIELD' }, () => (
<Trans>
Your browser does not support passkeys, which is required to view this field.
</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'DOCUMENT' }, () => (
<Trans>
Your browser does not support passkeys, which is required to view this document.
</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'FIELD' }, () => (
<Trans>
Your browser does not support passkeys, which is required to assist with this
field.
</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'DOCUMENT' }, () => (
<Trans>
Your browser does not support passkeys, which is required to assist with this
document.
</Trans>
))
.exhaustive()}
</AlertDescription>
</Alert>
@@ -178,10 +230,38 @@ export const DocumentSigningAuthPasskey = ({
<div className="space-y-4">
<Alert variant="warning">
<AlertDescription>
{/* Todo: Translate */}
{recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT'
? 'You need to setup a passkey to mark this document as viewed.'
: `You need to setup a passkey to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`}
{match({ role: recipient.role, actionTarget })
.with({ role: RecipientRole.SIGNER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup a passkey to sign this field.</Trans>
))
.with({ role: RecipientRole.SIGNER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup a passkey to sign this document.</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup a passkey to approve this field.</Trans>
))
.with({ role: RecipientRole.APPROVER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup a passkey to approve this document.</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup a passkey to view this field.</Trans>
))
.with({ role: RecipientRole.VIEWER, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup a passkey to mark this document as viewed.</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup a passkey to view this field.</Trans>
))
.with({ role: RecipientRole.CC, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup a passkey to view this document.</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'FIELD' }, () => (
<Trans>You need to setup a passkey to assist with this field.</Trans>
))
.with({ role: RecipientRole.ASSISTANT, actionTarget: 'DOCUMENT' }, () => (
<Trans>You need to setup a passkey to assist with this document.</Trans>
))
.exhaustive()}
</AlertDescription>
</Alert>
@@ -213,7 +293,9 @@ export const DocumentSigningAuthPasskey = ({
name="passkeyId"
render={({ field }) => (
<FormItem>
<FormLabel required>Passkey</FormLabel>
<FormLabel required>
<Trans>Passkey</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
@@ -241,20 +323,24 @@ export const DocumentSigningAuthPasskey = ({
{formErrorCode && (
<Alert variant="destructive">
<AlertTitle>Unauthorized</AlertTitle>
<AlertTitle>
<Trans>Unauthorized</Trans>
</AlertTitle>
<AlertDescription>
We were unable to verify your details. Please try again or contact support
<Trans>
We were unable to verify your details. Please try again or contact support
</Trans>
</AlertDescription>
</Alert>
)}
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
Cancel
<Trans>Cancel</Trans>
</Button>
<Button type="submit" loading={isCurrentlyAuthenticating}>
Sign
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</div>
@@ -23,8 +23,6 @@ import { Input } from '@documenso/ui/primitives/input';
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
export type DocumentSigningAuthPasswordProps = {
actionTarget?: 'FIELD' | 'DOCUMENT';
actionVerb?: string;
open: boolean;
onOpenChange: (value: boolean) => void;
onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
@@ -40,8 +38,6 @@ const ZPasswordAuthFormSchema = z.object({
type TPasswordAuthFormSchema = z.infer<typeof ZPasswordAuthFormSchema>;
export const DocumentSigningAuthPassword = ({
actionTarget = 'FIELD',
actionVerb = 'sign',
onReauthFormSubmit,
open,
onOpenChange,
@@ -162,7 +162,9 @@ export const DocumentSigningAutoSign = ({ recipient, fields }: DocumentSigningAu
<Dialog open={open} onOpenChange={setOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>Automatically sign fields</DialogTitle>
<DialogTitle>
<Trans>Automatically sign fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="text-muted-foreground max-w-[50ch]">
@@ -122,7 +122,9 @@ export const DocumentSigningMobileWidget = () => {
{!hidePoweredBy && (
<div className="mt-2 inline-block rounded bg-primary px-2 py-1 text-xs font-medium text-primary-foreground opacity-60 hover:opacity-100 lg:hidden">
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
@@ -252,7 +252,9 @@ export const DocumentSigningPageViewV2 = () => {
target="_blank"
className="fixed bottom-0 right-0 z-40 hidden cursor-pointer rounded-tl bg-primary px-2 py-1 text-xs font-medium text-primary-foreground opacity-60 hover:opacity-100 lg:block"
>
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</a>
)}
@@ -3,6 +3,8 @@ import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DownloadIcon } from 'lucide-react';
import { downloadFile } from '@documenso/lib/client-only/download-file';
import { base64 } from '@documenso/lib/universal/base64';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
@@ -25,36 +27,15 @@ export const DocumentAuditLogDownloadButton = ({
const onDownloadAuditLogsClick = async () => {
try {
const { url } = await downloadAuditLogs({ documentId });
const { data, envelopeTitle } = await downloadAuditLogs({ documentId });
const iframe = Object.assign(document.createElement('iframe'), {
src: url,
const buffer = new Uint8Array(base64.decode(data));
const blob = new Blob([buffer], { type: 'application/pdf' });
downloadFile({
data: blob,
filename: `${envelopeTitle} - Audit Logs.pdf`,
});
Object.assign(iframe.style, {
position: 'fixed',
top: '0',
left: '0',
width: '0',
height: '0',
});
const onLoaded = () => {
if (iframe.contentDocument?.readyState === 'complete') {
iframe.contentWindow?.print();
iframe.contentWindow?.addEventListener('afterprint', () => {
document.body.removeChild(iframe);
});
}
};
// When the iframe has loaded, print the iframe and remove it from the dom
iframe.addEventListener('load', onLoaded);
document.body.appendChild(iframe);
onLoaded();
} catch (error) {
console.error(error);
@@ -4,6 +4,8 @@ import { Trans } from '@lingui/react/macro';
import type { DocumentStatus } from '@prisma/client';
import { DownloadIcon } from 'lucide-react';
import { downloadFile } from '@documenso/lib/client-only/download-file';
import { base64 } from '@documenso/lib/universal/base64';
import { isDocumentCompleted } from '@documenso/lib/utils/document';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
@@ -29,36 +31,15 @@ export const DocumentCertificateDownloadButton = ({
const onDownloadCertificatesClick = async () => {
try {
const { url } = await downloadCertificate({ documentId });
const { data, envelopeTitle } = await downloadCertificate({ documentId });
const iframe = Object.assign(document.createElement('iframe'), {
src: url,
const buffer = new Uint8Array(base64.decode(data));
const blob = new Blob([buffer], { type: 'application/pdf' });
downloadFile({
data: blob,
filename: `${envelopeTitle} - Certificate.pdf`,
});
Object.assign(iframe.style, {
position: 'fixed',
top: '0',
left: '0',
width: '0',
height: '0',
});
const onLoaded = () => {
if (iframe.contentDocument?.readyState === 'complete') {
iframe.contentWindow?.print();
iframe.contentWindow?.addEventListener('afterprint', () => {
document.body.removeChild(iframe);
});
}
};
// When the iframe has loaded, print the iframe and remove it from the dom
iframe.addEventListener('load', onLoaded);
document.body.appendChild(iframe);
onLoaded();
} catch (error) {
console.error(error);
@@ -9,19 +9,21 @@ import {
AlertTriangle,
CheckIcon,
Clock,
Clock8Icon,
MailIcon,
MailOpenIcon,
PenIcon,
PlusIcon,
UserIcon,
} from 'lucide-react';
import { DateTime } from 'luxon';
import { Link, useSearchParams } from 'react-router';
import { match } from 'ts-pattern';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { isDocumentCompleted } from '@documenso/lib/utils/document';
import { formatSigningLink } from '@documenso/lib/utils/recipients';
import { formatSigningLink, isRecipientExpired } from '@documenso/lib/utils/recipients';
import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
import { SignatureIcon } from '@documenso/ui/icons/signature';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
@@ -44,7 +46,7 @@ export const DocumentPageViewRecipients = ({
envelope,
documentRootPath,
}: DocumentPageViewRecipientsProps) => {
const { _ } = useLingui();
const { _, i18n } = useLingui();
const { toast } = useToast();
const [searchParams, setSearchParams] = useSearchParams();
@@ -66,9 +68,9 @@ export const DocumentPageViewRecipients = ({
}, [searchParams, setSearchParams]);
return (
<section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
<section className="flex flex-col rounded-xl border border-border bg-widget dark:bg-background">
<div className="flex flex-row items-center justify-between px-4 py-3">
<h1 className="text-foreground font-medium">
<h1 className="font-medium text-foreground">
<Trans>Recipients</Trans>
</h1>
@@ -87,7 +89,7 @@ export const DocumentPageViewRecipients = ({
)}
</div>
<ul className="text-muted-foreground divide-y border-t">
<ul className="divide-y border-t text-muted-foreground">
{recipients.length === 0 && (
<li className="flex flex-col items-center justify-center py-6 text-sm">
<Trans>No recipients</Trans>
@@ -98,9 +100,9 @@ export const DocumentPageViewRecipients = ({
<li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
<AvatarWithText
avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
primaryText={<p className="text-muted-foreground text-sm">{recipient.email}</p>}
primaryText={<p className="text-sm text-muted-foreground">{recipient.email}</p>}
secondaryText={
<p className="text-muted-foreground/70 text-xs">
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
}
@@ -154,12 +156,41 @@ export const DocumentPageViewRecipients = ({
)}
{envelope.status !== DocumentStatus.DRAFT &&
recipient.signingStatus === SigningStatus.NOT_SIGNED && (
recipient.signingStatus === SigningStatus.NOT_SIGNED &&
isRecipientExpired(recipient) && (
<Badge variant="destructive">
<Clock8Icon className="mr-1 h-3 w-3" />
<Trans>Expired</Trans>
</Badge>
)}
{envelope.status !== DocumentStatus.DRAFT &&
recipient.signingStatus === SigningStatus.NOT_SIGNED &&
!isRecipientExpired(recipient) &&
(recipient.expiresAt ? (
<PopoverHover
trigger={
<Badge variant="secondary">
<Clock className="mr-1 h-3 w-3" />
<Trans>Pending</Trans>
</Badge>
}
>
<p className="text-xs text-muted-foreground">
<Trans>
Expires{' '}
{recipient.expiresAt
? i18n.date(recipient.expiresAt, DateTime.DATETIME_MED)
: 'N/A'}
</Trans>
</p>
</PopoverHover>
) : (
<Badge variant="secondary">
<Clock className="mr-1 h-3 w-3" />
<Trans>Pending</Trans>
</Badge>
)}
))}
{envelope.status !== DocumentStatus.DRAFT &&
recipient.signingStatus === SigningStatus.REJECTED && (
@@ -175,7 +206,7 @@ export const DocumentPageViewRecipients = ({
<Trans>Reason for rejection: </Trans>
</p>
<p className="text-muted-foreground mt-1 text-sm">
<p className="mt-1 text-sm text-muted-foreground">
{recipient.rejectionReason}
</p>
</PopoverHover>
@@ -183,7 +214,8 @@ export const DocumentPageViewRecipients = ({
{envelope.status === DocumentStatus.PENDING &&
recipient.signingStatus === SigningStatus.NOT_SIGNED &&
recipient.role !== RecipientRole.CC && (
recipient.role !== RecipientRole.CC &&
!isRecipientExpired(recipient) && (
<TooltipProvider>
<Tooltip open={shouldHighlightCopyButtons && i === 0}>
<TooltipTrigger asChild>
@@ -434,15 +434,31 @@ export default function EnvelopeEditorFieldsPageRenderer() {
renderFieldOnLayer(field);
});
// Reconcile selection state with live field nodes after flush/sync updates.
const liveSelectedFieldGroups = selectedKonvaFieldGroups.filter((fieldGroup) => {
if (!fieldGroup.getStage() || !fieldGroup.getParent()) {
return false;
}
return localPageFields.some((field) => field.formId === fieldGroup.id());
});
if (liveSelectedFieldGroups.length !== selectedKonvaFieldGroups.length) {
setSelectedFields(liveSelectedFieldGroups);
}
// Rerender the transformer
interactiveTransformer.current?.forceUpdate();
pageLayer.current.batchDraw();
}, [localPageFields]);
}, [localPageFields, selectedKonvaFieldGroups]);
const setSelectedFields = (nodes: Konva.Node[]) => {
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
const fieldGroups = nodes.filter((node) => node.hasName('field-group')) as Konva.Group[];
const fieldGroups = nodes.filter(
(node) =>
node.hasName('field-group') && Boolean(node.getStage()) && Boolean(node.getParent()),
) as Konva.Group[];
interactiveTransformer.current?.nodes(fieldGroups);
setSelectedKonvaFieldGroups(fieldGroups);
@@ -674,6 +690,10 @@ const FieldActionButtons = ({
selectedFieldFormId.includes(field.formId),
);
if (fields.length === 0) {
return null;
}
const recipient = envelope.recipients.find(
(recipient) => recipient.id === fields[0].recipientId,
);
@@ -689,7 +709,7 @@ const FieldActionButtons = ({
}
return null;
}, [editorFields.localFields]);
}, [editorFields.localFields, envelope.recipients, selectedFieldFormId]);
return (
<div className="flex flex-col items-center" {...props}>
@@ -296,19 +296,31 @@ export const EnvelopeEditorFieldsPage = () => {
<div className="space-y-2 rounded-md border border-border bg-muted/50 p-3 text-sm text-foreground">
<p>
<span className="min-w-12 text-muted-foreground">Pos X:&nbsp;</span>
<span className="min-w-12 text-muted-foreground">
<Trans>Pos X:</Trans>
</span>
&nbsp;
{selectedField.positionX.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">Pos Y:&nbsp;</span>
<span className="min-w-12 text-muted-foreground">
<Trans>Pos Y:</Trans>
</span>
&nbsp;
{selectedField.positionY.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">Width:&nbsp;</span>
<span className="min-w-12 text-muted-foreground">
<Trans>Width:</Trans>
</span>
&nbsp;
{selectedField.width.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">Height:&nbsp;</span>
<span className="min-w-12 text-muted-foreground">
<Trans>Height:</Trans>
</span>
&nbsp;
{selectedField.height.toFixed(2)}
</p>
</div>
@@ -594,8 +594,12 @@ export const EnvelopeEditorRecipientForm = () => {
<Card backdropBlur={false} className="border">
<CardHeader className="flex flex-row justify-between">
<div>
<CardTitle>Recipients</CardTitle>
<CardDescription className="mt-1.5">Add recipients to your document</CardDescription>
<CardTitle>
<Trans>Recipients</Trans>
</CardTitle>
<CardDescription className="mt-1.5">
<Trans>Add recipients to your document</Trans>
</CardDescription>
</div>
<div className="flex flex-row items-center space-x-2">
@@ -22,6 +22,7 @@ import {
DOCUMENT_DISTRIBUTION_METHODS,
DOCUMENT_SIGNATURE_TYPES,
} from '@documenso/lib/constants/document';
import { ZEnvelopeExpirationPeriod } from '@documenso/lib/constants/envelope-expiration';
import {
SUPPORTED_LANGUAGES,
SUPPORTED_LANGUAGE_CODES,
@@ -62,6 +63,7 @@ import {
DocumentVisibilitySelect,
DocumentVisibilityTooltip,
} from '@documenso/ui/components/document/document-visibility-select';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
@@ -135,6 +137,7 @@ export const ZAddSettingsFormSchema = z.object({
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
message: msg`At least one signature type must be enabled`.id,
}),
envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullish(),
}),
});
@@ -207,6 +210,7 @@ export const EnvelopeEditorSettingsDialog = ({
emailReplyTo: envelope.documentMeta.emailReplyTo ?? undefined,
emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
envelopeExpirationPeriod: envelope.documentMeta?.envelopeExpirationPeriod ?? null,
},
};
};
@@ -245,6 +249,7 @@ export const EnvelopeEditorSettingsDialog = ({
message,
subject,
emailReplyTo,
envelopeExpirationPeriod,
} = data.meta;
const parsedGlobalAccessAuth = z
@@ -273,6 +278,7 @@ export const EnvelopeEditorSettingsDialog = ({
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
envelopeExpirationPeriod,
},
});
@@ -373,7 +379,7 @@ export const EnvelopeEditorSettingsDialog = ({
<Form {...form}>
<form onSubmit={form.handleSubmit(onFormSubmit)}>
<fieldset
className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 pt-6"
className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 py-6"
disabled={form.formState.isSubmitting}
key={activeTab}
>
@@ -636,6 +642,40 @@ export const EnvelopeEditorSettingsDialog = ({
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.envelopeExpirationPeriod"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Expiration</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="max-w-xs text-muted-foreground">
<Trans>
How long recipients have to complete this document after it is
sent. Uses the team default when set to inherit.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<ExpirationPeriodPicker
value={field.value}
onChange={field.onChange}
disabled={envelopeHasBeenSent}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</>
))
.with('email', () => (
@@ -5,15 +5,16 @@ import { cn } from '@documenso/ui/lib/utils';
export type CardMetricProps = {
icon?: LucideIcon;
title: string;
value: string | number;
value?: string | number;
className?: string;
children?: React.ReactNode;
};
export const CardMetric = ({ icon: Icon, title, value, className }: CardMetricProps) => {
export const CardMetric = ({ icon: Icon, title, value, className, children }: CardMetricProps) => {
return (
<div
className={cn(
'border-border bg-background hover:shadow-border/80 h-32 max-h-32 max-w-full overflow-hidden rounded-lg border shadow shadow-transparent duration-200',
'h-32 max-h-32 max-w-full overflow-hidden rounded-lg border border-border bg-background shadow shadow-transparent duration-200 hover:shadow-border/80',
className,
)}
>
@@ -21,7 +22,7 @@ export const CardMetric = ({ icon: Icon, title, value, className }: CardMetricPr
<div className="flex items-start">
{Icon && (
<div className="mr-2 h-4 w-4">
<Icon className="text-muted-foreground h-4 w-4" />
<Icon className="h-4 w-4 text-muted-foreground" />
</div>
)}
@@ -30,9 +31,11 @@ export const CardMetric = ({ icon: Icon, title, value, className }: CardMetricPr
</h3>
</div>
<p className="text-foreground mt-auto text-4xl font-semibold leading-8">
{typeof value === 'number' ? value.toLocaleString('en-US') : value}
</p>
{children || (
<p className="mt-auto text-4xl font-semibold leading-8 text-foreground">
{typeof value === 'number' ? value.toLocaleString('en-US') : value}
</p>
)}
</div>
</div>
);
@@ -51,7 +51,7 @@ export const UserProfileSkeleton = ({ className, user, rows = 2 }: UserProfileSk
<div className="mt-8 w-full">
<div className="dark:divide-foreground/30 dark:border-foreground/30 divide-y-2 divide-neutral-200 overflow-hidden rounded-lg border-2 border-neutral-200">
<div className="text-muted-foreground dark:bg-foreground/20 bg-neutral-50 p-4 font-medium">
Documents
<Trans>Documents</Trans>
</div>
{Array(rows)
@@ -1,5 +1,6 @@
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { WebhookTriggerEvents } from '@prisma/client';
import { toFriendlyWebhookEventName } from '@documenso/lib/universal/webhook/to-friendly-webhook-event-name';
@@ -41,7 +42,11 @@ export const WebhookMultiSelectCombobox = ({
placeholder={_(msg`Select triggers`)}
hideClearAllButton
hidePlaceholderWhenSelected
emptyIndicator={<p className="text-center text-sm">No triggers available</p>}
emptyIndicator={
<p className="text-center text-sm">
<Trans>No triggers available</Trans>
</p>
}
/>
);
};
@@ -6,6 +6,7 @@ import { EditIcon, MoreHorizontalIcon, Trash2Icon } from 'lucide-react';
import { Link, useSearchParams } from 'react-router';
import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
import type { TLicenseClaim } from '@documenso/lib/types/license';
import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
import { trpc } from '@documenso/trpc/react';
@@ -27,7 +28,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { ClaimDeleteDialog } from '../dialogs/claim-delete-dialog';
import { ClaimUpdateDialog } from '../dialogs/claim-update-dialog';
export const AdminClaimsTable = () => {
type AdminClaimsTableProps = {
licenseFlags?: TLicenseClaim;
};
export const AdminClaimsTable = ({ licenseFlags }: AdminClaimsTableProps) => {
const { t } = useLingui();
const { toast } = useToast();
@@ -97,11 +102,11 @@ export const AdminClaimsTable = () => {
);
if (flags.length === 0) {
return <p className="text-muted-foreground text-xs">{t`None`}</p>;
return <p className="text-xs text-muted-foreground">{t`None`}</p>;
}
return (
<ul className="text-muted-foreground list-disc space-y-1 text-xs">
<ul className="list-disc space-y-1 text-xs text-muted-foreground">
{flags.map(({ key, label }) => (
<li key={key}>{label}</li>
))}
@@ -114,7 +119,7 @@ export const AdminClaimsTable = () => {
cell: ({ row }) => (
<DropdownMenu>
<DropdownMenuTrigger>
<MoreHorizontalIcon className="text-muted-foreground h-5 w-5" />
<MoreHorizontalIcon className="h-5 w-5 text-muted-foreground" />
</DropdownMenuTrigger>
<DropdownMenuContent className="w-52" align="start" forceMount>
@@ -124,6 +129,7 @@ export const AdminClaimsTable = () => {
<ClaimUpdateDialog
claim={row.original}
licenseFlags={licenseFlags}
trigger={
<DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
<div>
@@ -96,7 +96,9 @@ export const AdminDocumentLogsTable = ({ envelopeId }: AdminDocumentLogsTablePro
)}
</div>
) : (
<p>N/A</p>
<p>
<Trans>N/A</Trans>
</p>
),
},
{
@@ -0,0 +1,146 @@
import { useMemo } from 'react';
import { useLingui } from '@lingui/react';
import { useLingui as useLinguiMacro } from '@lingui/react/macro';
import { Link, useSearchParams } from 'react-router';
import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
import type { TeamMemberRole } from '@documenso/prisma/generated/types';
import { trpc } from '@documenso/trpc/react';
import { Badge } from '@documenso/ui/primitives/badge';
import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
import { DataTable } from '@documenso/ui/primitives/data-table';
import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
import { HoverCard, HoverCardContent, HoverCardTrigger } from '@documenso/ui/primitives/hover-card';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
import { TableCell } from '@documenso/ui/primitives/table';
type AdminUserTeamsTableProps = {
userId: number;
};
export const AdminUserTeamsTable = ({ userId }: AdminUserTeamsTableProps) => {
const { i18n } = useLingui();
const { t } = useLinguiMacro();
const [searchParams] = useSearchParams();
const updateSearchParams = useUpdateSearchParams();
const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
const { data, isLoading, isLoadingError } = trpc.admin.user.findTeams.useQuery({
userId,
query: parsedSearchParams.query,
page: parsedSearchParams.page,
perPage: parsedSearchParams.perPage,
});
const onPaginationChange = (page: number, perPage: number) => {
updateSearchParams({
page,
perPage,
});
};
const results = data ?? {
data: [],
perPage: 10,
currentPage: 1,
totalPages: 1,
};
const columns = useMemo(() => {
return [
{
header: t`Team`,
accessorKey: 'name',
cell: ({ row }) => (
<HoverCard>
<HoverCardTrigger className="cursor-default underline decoration-dotted underline-offset-4">
{row.original.name}
</HoverCardTrigger>
<HoverCardContent
className="w-auto font-mono text-xs text-muted-foreground"
align="start"
>
<dl className="grid grid-cols-[auto_1fr] gap-x-3 gap-y-1">
<dt>id</dt>
<dd>{row.original.id}</dd>
<dt>url</dt>
<dd>{row.original.url}</dd>
</dl>
</HoverCardContent>
</HoverCard>
),
},
{
header: t`Organisation`,
accessorKey: 'organisation',
cell: ({ row }) => (
<Link
to={`/admin/organisations/${row.original.organisation.id}`}
className="hover:underline"
>
{row.original.organisation.name}
</Link>
),
},
{
header: t`Role`,
accessorKey: 'teamRole',
cell: ({ row }) => (
<Badge variant="neutral">
{i18n._(TEAM_MEMBER_ROLE_MAP[row.original.teamRole as TeamMemberRole])}
</Badge>
),
},
{
header: t`Created At`,
accessorKey: 'createdAt',
cell: ({ row }) => i18n.date(row.original.createdAt),
},
] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
}, []);
return (
<DataTable
columns={columns}
data={results.data}
perPage={results.perPage}
currentPage={results.currentPage}
totalPages={results.totalPages}
onPaginationChange={onPaginationChange}
error={{
enable: isLoadingError,
}}
skeleton={{
enable: isLoading,
rows: 3,
component: (
<>
<TableCell className="py-4 pr-4">
<Skeleton className="h-4 w-20 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-20 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-12 rounded-full" />
</TableCell>
<TableCell>
<Skeleton className="h-4 w-16 rounded-full" />
</TableCell>
</>
),
}}
>
{(table) =>
table.getPageCount() > 1 ? (
<DataTablePagination additionalInformation="VisibleCount" table={table} />
) : null
}
</DataTable>
);
};
@@ -2,6 +2,7 @@ import { useMemo } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DateTime } from 'luxon';
import type { DateTimeFormatOptions } from 'luxon';
import { useSearchParams } from 'react-router';
@@ -88,7 +89,9 @@ export const DocumentLogsTable = ({ documentId, userId }: DocumentLogsTableProps
)}
</div>
) : (
<p>N/A</p>
<p>
<Trans>N/A</Trans>
</p>
),
},
{
@@ -12,7 +12,8 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
import { isDocumentCompleted } from '@documenso/lib/utils/document';
import { formatDocumentsPath } from '@documenso/lib/utils/teams';
import type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/find-documents.types';
import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import type { DataTableColumnDef, RowSelectionState } from '@documenso/ui/primitives/data-table';
import { DataTable } from '@documenso/ui/primitives/data-table';
import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
@@ -30,6 +31,9 @@ export type DocumentsTableProps = {
isLoading?: boolean;
isLoadingError?: boolean;
onMoveDocument?: (documentId: number) => void;
enableSelection?: boolean;
rowSelection?: RowSelectionState;
onRowSelectionChange?: (selection: RowSelectionState) => void;
};
type DocumentsTableRow = TFindDocumentsResponse['data'][number];
@@ -39,6 +43,9 @@ export const DocumentsTable = ({
isLoading,
isLoadingError,
onMoveDocument,
enableSelection,
rowSelection,
onRowSelectionChange,
}: DocumentsTableProps) => {
const { _, i18n } = useLingui();
@@ -48,7 +55,34 @@ export const DocumentsTable = ({
const updateSearchParams = useUpdateSearchParams();
const columns = useMemo(() => {
return [
const cols: DataTableColumnDef<DocumentsTableRow>[] = [];
if (enableSelection) {
cols.push({
id: 'select',
header: ({ table }) => (
<Checkbox
checked={table.getIsAllPageRowsSelected()}
onCheckedChange={(value) => table.toggleAllPageRowsSelected(!!value)}
aria-label={_(msg`Select all`)}
onClick={(e) => e.stopPropagation()}
/>
),
cell: ({ row }) => (
<Checkbox
checked={row.getIsSelected()}
onCheckedChange={(value) => row.toggleSelected(!!value)}
aria-label={_(msg`Select row`)}
onClick={(e) => e.stopPropagation()}
/>
),
enableSorting: false,
enableHiding: false,
size: 40,
});
}
cols.push(
{
header: _(msg`Created`),
accessorKey: 'createdAt',
@@ -93,8 +127,10 @@ export const DocumentsTable = ({
</div>
),
},
] satisfies DataTableColumnDef<DocumentsTableRow>[];
}, [team, onMoveDocument]);
);
return cols;
}, [team, onMoveDocument, enableSelection]);
const onPaginationChange = (page: number, perPage: number) => {
startTransition(() => {
@@ -132,6 +168,11 @@ export const DocumentsTable = ({
rows: 5,
component: (
<>
{enableSelection && (
<TableCell>
<Skeleton className="h-4 w-4 rounded" />
</TableCell>
)}
<TableCell>
<Skeleton className="h-4 w-40 rounded-full" />
</TableCell>
@@ -152,13 +193,17 @@ export const DocumentsTable = ({
</>
),
}}
enableRowSelection={enableSelection}
rowSelection={rowSelection}
onRowSelectionChange={onRowSelectionChange}
getRowId={(row) => row.envelopeId}
>
{(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
</DataTable>
{isPending && (
<div className="bg-background/50 absolute inset-0 flex items-center justify-center">
<Loader className="text-muted-foreground h-8 w-8 animate-spin" />
<div className="absolute inset-0 flex items-center justify-center bg-background/50">
<Loader className="h-8 w-8 animate-spin text-muted-foreground" />
</div>
)}
</div>
@@ -0,0 +1,49 @@
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { FolderInputIcon, Trash2Icon, XIcon } from 'lucide-react';
import { Button } from '@documenso/ui/primitives/button';
export type EnvelopesTableBulkActionBarProps = {
selectedCount: number;
onMoveClick: () => void;
onDeleteClick: () => void;
onClearSelection: () => void;
};
export const EnvelopesTableBulkActionBar = ({
selectedCount,
onMoveClick,
onDeleteClick,
onClearSelection,
}: EnvelopesTableBulkActionBarProps) => {
const { t } = useLingui();
if (selectedCount === 0) {
return null;
}
return (
<div className="fixed bottom-4 left-1/2 z-50 flex -translate-x-1/2 items-center gap-x-4 rounded-lg border border-border bg-background px-4 py-3 shadow-lg">
<span className="text-sm font-medium">
<Trans>{selectedCount} selected</Trans>
</span>
<div className="h-6 w-px bg-border" />
<Button type="button" variant="outline" size="sm" onClick={onMoveClick}>
<FolderInputIcon className="mr-2 h-4 w-4" />
<Trans>Move to Folder</Trans>
</Button>
<Button type="button" variant="destructive" size="sm" onClick={onDeleteClick}>
<Trash2Icon className="mr-2 h-4 w-4" />
<Trans>Delete</Trans>
</Button>
<Button variant="ghost" size="sm" onClick={onClearSelection} aria-label={t`Clear selection`}>
<XIcon className="h-4 w-4" />
</Button>
</div>
);
};
@@ -12,7 +12,8 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
import { formatTemplatesPath } from '@documenso/lib/utils/teams';
import type { TFindTemplatesResponse } from '@documenso/trpc/server/template-router/schema';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import type { DataTableColumnDef, RowSelectionState } from '@documenso/ui/primitives/data-table';
import { DataTable } from '@documenso/ui/primitives/data-table';
import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
@@ -32,6 +33,9 @@ type TemplatesTableProps = {
isLoadingError?: boolean;
documentRootPath: string;
templateRootPath: string;
enableSelection?: boolean;
rowSelection?: RowSelectionState;
onRowSelectionChange?: (selection: RowSelectionState) => void;
};
type TemplatesTableRow = TFindTemplatesResponse['data'][number];
@@ -42,6 +46,9 @@ export const TemplatesTable = ({
isLoadingError,
documentRootPath,
templateRootPath,
enableSelection,
rowSelection,
onRowSelectionChange,
}: TemplatesTableProps) => {
const { _, i18n } = useLingui();
const { remaining } = useLimits();
@@ -60,7 +67,34 @@ export const TemplatesTable = ({
};
const columns = useMemo(() => {
return [
const cols: DataTableColumnDef<TemplatesTableRow>[] = [];
if (enableSelection) {
cols.push({
id: 'select',
header: ({ table }) => (
<Checkbox
checked={table.getIsAllPageRowsSelected()}
onCheckedChange={(value) => table.toggleAllPageRowsSelected(!!value)}
aria-label={_(msg`Select all`)}
onClick={(e) => e.stopPropagation()}
/>
),
cell: ({ row }) => (
<Checkbox
checked={row.getIsSelected()}
onCheckedChange={(value) => row.toggleSelected(!!value)}
aria-label={_(msg`Select row`)}
onClick={(e) => e.stopPropagation()}
/>
),
enableSorting: false,
enableHiding: false,
size: 40,
});
}
cols.push(
{
header: _(msg`Created`),
accessorKey: 'createdAt',
@@ -86,8 +120,8 @@ export const TemplatesTable = ({
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 !p-0">
<ul className="text-muted-foreground space-y-0.5 divide-y [&>li]:p-4">
<TooltipContent className="max-w-md space-y-2 !p-0 text-foreground">
<ul className="space-y-0.5 divide-y text-muted-foreground [&>li]:p-4">
<li>
<h2 className="mb-2 flex flex-row items-center font-semibold">
<Globe2Icon className="mr-2 h-5 w-5 text-green-500 dark:text-green-300" />
@@ -176,8 +210,10 @@ export const TemplatesTable = ({
);
},
},
] satisfies DataTableColumnDef<TemplatesTableRow>[];
}, [documentRootPath, team?.id, templateRootPath]);
);
return cols;
}, [documentRootPath, team?.id, templateRootPath, enableSelection]);
const onPaginationChange = (page: number, perPage: number) => {
startTransition(() => {
@@ -224,6 +260,10 @@ export const TemplatesTable = ({
currentPage={results.currentPage}
totalPages={results.totalPages}
onPaginationChange={onPaginationChange}
enableRowSelection={enableSelection}
rowSelection={rowSelection}
onRowSelectionChange={onRowSelectionChange}
getRowId={(row) => row.envelopeId}
error={{
enable: isLoadingError || false,
}}
@@ -232,6 +272,11 @@ export const TemplatesTable = ({
rows: 5,
component: (
<>
{enableSelection && (
<TableCell className="w-10">
<Skeleton className="h-4 w-4 rounded" />
</TableCell>
)}
<TableCell>
<Skeleton className="h-4 w-40 rounded-full" />
</TableCell>
+12 -3
View File
@@ -7,7 +7,6 @@ import {
data,
isRouteErrorResponse,
useLoaderData,
useLocation,
} from 'react-router';
import { PreventFlashOnWrongTheme, ThemeProvider, useTheme } from 'remix-themes';
@@ -87,8 +86,6 @@ export async function loader({ request }: Route.LoaderArgs) {
export function Layout({ children }: { children: React.ReactNode }) {
const { theme } = useLoaderData<typeof loader>() || {};
const location = useLocation();
return (
<ThemeProvider specifiedTheme={theme} themeAction="/api/theme">
<LayoutContent>{children}</LayoutContent>
@@ -129,6 +126,18 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
<script>0</script>
</head>
<body>
{/* Global license banner currently disabled. Need to wait until after a few releases. */}
{/* {licenseStatus === '?' && (
<div className="bg-destructive text-destructive-foreground">
<div className="mx-auto flex h-auto max-w-screen-xl items-center justify-center px-4 py-3 text-sm font-medium">
<div className="flex items-center">
<AlertTriangleIcon className="mr-2 h-4 w-4" />
<Trans>This is an expired license instance of Documenso</Trans>
</div>
</div>
</div>
)} */}
<SessionProvider initialSession={session}>
<TooltipProvider>
<TrpcProvider>
@@ -11,25 +11,37 @@ import {
import { Link, Outlet, redirect, useLocation } from 'react-router';
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
import { isAdmin } from '@documenso/lib/utils/is-admin';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { AdminLicenseStatusBanner } from '~/components/general/admin-license-status-banner';
import type { Route } from './+types/_layout';
export async function loader({ request }: Route.LoaderArgs) {
const { user } = await getSession(request);
const license = await LicenseClient.getInstance()?.getCachedLicense();
if (!user || !isAdmin(user)) {
throw redirect('/');
}
return {
license: license || null,
};
}
export default function AdminLayout() {
export default function AdminLayout({ loaderData }: Route.ComponentProps) {
const { license } = loaderData;
const { pathname } = useLocation();
return (
<div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
<AdminLicenseStatusBanner license={license} />
<h1 className="text-4xl font-semibold">
<Trans>Admin Panel</Trans>
</h1>
@@ -4,13 +4,26 @@ import { useLingui } from '@lingui/react/macro';
import { useLocation, useSearchParams } from 'react-router';
import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
import { Input } from '@documenso/ui/primitives/input';
import { ClaimCreateDialog } from '~/components/dialogs/claim-create-dialog';
import { SettingsHeader } from '~/components/general/settings-header';
import { AdminClaimsTable } from '~/components/tables/admin-claims-table';
export default function Claims() {
import type { Route } from './+types/claims';
export async function loader() {
const licenseData = await LicenseClient.getInstance()?.getCachedLicense();
return {
licenseFlags: licenseData?.license?.flags,
};
}
export default function Claims({ loaderData }: Route.ComponentProps) {
const { licenseFlags } = loaderData;
const { t } = useLingui();
const [searchParams, setSearchParams] = useSearchParams();
@@ -47,7 +60,7 @@ export default function Claims() {
subtitle={t`Manage all subscription claims`}
hideDivider
>
<ClaimCreateDialog />
<ClaimCreateDialog licenseFlags={licenseFlags} />
</SettingsHeader>
<div className="mt-4">
@@ -58,7 +71,7 @@ export default function Claims() {
className="mb-4"
/>
<AdminClaimsTable />
<AdminClaimsTable licenseFlags={licenseFlags} />
</div>
</div>
);
@@ -12,6 +12,8 @@ import type { z } from 'zod';
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import { SUBSCRIPTION_STATUS_MAP } from '@documenso/lib/constants/billing';
import { AppError } from '@documenso/lib/errors/app-error';
import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
import type { TLicenseClaim } from '@documenso/lib/types/license';
import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
import { trpc } from '@documenso/trpc/react';
import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
@@ -40,7 +42,20 @@ import { SettingsHeader } from '~/components/general/settings-header';
import type { Route } from './+types/organisations.$id';
export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
export async function loader() {
const licenseData = await LicenseClient.getInstance()?.getCachedLicense();
return {
licenseFlags: licenseData?.license?.flags,
};
}
export default function OrganisationGroupSettingsPage({
params,
loaderData,
}: Route.ComponentProps) {
const { licenseFlags } = loaderData;
const { t } = useLingui();
const { toast } = useToast();
@@ -92,7 +107,11 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
cell: ({ row }) => (
<div className="flex items-center gap-2">
<Link to={`/admin/users/${row.original.user.id}`}>{row.original.user.name}</Link>
{row.original.user.id === organisation?.ownerUserId && <Badge>Owner</Badge>}
{row.original.user.id === organisation?.ownerUserId && (
<Badge>
<Trans>Owner</Trans>
</Badge>
)}
</div>
),
},
@@ -129,7 +148,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
if (isLoadingOrganisation) {
return (
<div className="flex items-center justify-center rounded-lg py-32">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
<Loader className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
@@ -193,7 +212,9 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
{SUBSCRIPTION_STATUS_MAP[organisation.subscription.status]} subscription found
</span>
) : (
<span>No subscription found</span>
<span>
<Trans>No subscription found</Trans>
</span>
)}
</AlertDescription>
</div>
@@ -239,7 +260,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
)}
</Alert>
<OrganisationAdminForm organisation={organisation} />
<OrganisationAdminForm organisation={organisation} licenseFlags={licenseFlags} />
<div className="mt-16 space-y-10">
<div>
@@ -278,6 +299,7 @@ type TUpdateGenericOrganisationDataFormSchema = z.infer<
type OrganisationAdminFormOptions = {
organisation: TGetAdminOrganisationResponse;
licenseFlags?: TLicenseClaim;
};
const GenericOrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) => {
@@ -349,7 +371,7 @@ const GenericOrganisationAdminForm = ({ organisation }: OrganisationAdminFormOpt
<Input {...field} />
</FormControl>
{!form.formState.errors.url && (
<span className="text-foreground/50 text-xs font-normal">
<span className="text-xs font-normal text-foreground/50">
{field.value ? (
`${NEXT_PUBLIC_WEBAPP_URL()}/o/${field.value}`
) : (
@@ -381,12 +403,17 @@ const ZUpdateOrganisationBillingFormSchema = ZUpdateAdminOrganisationRequestSche
type TUpdateOrganisationBillingFormSchema = z.infer<typeof ZUpdateOrganisationBillingFormSchema>;
const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) => {
const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdminFormOptions) => {
const { toast } = useToast();
const { t } = useLingui();
const { mutateAsync: updateOrganisation } = trpc.admin.organisation.update.useMutation();
const hasRestrictedEnterpriseFeatures = Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).some(
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
(flag) => flag.isEnterprise && !licenseFlags?.[flag.key as keyof TLicenseClaim],
);
const form = useForm<TUpdateOrganisationBillingFormSchema>({
resolver: zodResolver(ZUpdateOrganisationBillingFormSchema),
defaultValues: {
@@ -440,7 +467,7 @@ const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) =
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
<TooltipContent className="max-w-md space-y-2 p-4 text-foreground">
<h2>
<strong>
<Trans>Inherited subscription claim</Trans>
@@ -493,7 +520,7 @@ const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) =
<Link
target="_blank"
to={`https://dashboard.stripe.com/customers/${field.value}`}
className="text-foreground/50 text-xs font-normal"
className="text-xs font-normal text-foreground/50"
>
{`https://dashboard.stripe.com/customers/${field.value}`}
</Link>
@@ -582,34 +609,57 @@ const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) =
</FormLabel>
<div className="mt-2 space-y-2 rounded-md border p-4">
{Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label }) => (
<FormField
key={key}
control={form.control}
name={`claims.flags.${key}`}
render={({ field }) => (
<FormItem className="flex items-center space-x-2">
<FormControl>
<div className="flex items-center">
<Checkbox
id={`flag-${key}`}
checked={field.value}
onCheckedChange={field.onChange}
/>
{Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
const isRestrictedFeature =
isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
<label
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
htmlFor={`flag-${key}`}
>
{label}
</label>
</div>
</FormControl>
</FormItem>
)}
/>
))}
return (
<FormField
key={key}
control={form.control}
name={`claims.flags.${key}`}
render={({ field }) => (
<FormItem className="flex items-center space-x-2">
<FormControl>
<div className="flex items-center">
<Checkbox
id={`flag-${key}`}
checked={field.value}
onCheckedChange={field.onChange}
disabled={isRestrictedFeature && !field.value} // Allow disabling of restricted features.
/>
<label
className="ml-2 flex flex-row items-center text-sm text-muted-foreground"
htmlFor={`flag-${key}`}
>
{label}
{isRestrictedFeature && ' ¹'}
</label>
</div>
</FormControl>
</FormItem>
)}
/>
);
})}
</div>
{hasRestrictedEnterpriseFeatures && (
<Alert variant="neutral" className="mt-4">
<AlertDescription>
<span>¹&nbsp;</span>
<Trans>Your current license does not include these features.</Trans>{' '}
<Link
to="https://docs.documenso.com/users/licenses/enterprise-edition"
target="_blank"
className="text-foreground underline hover:opacity-80"
>
<Trans>Learn more</Trans>
</Link>
</AlertDescription>
</Alert>
)}
</div>
<div className="flex justify-end">
@@ -23,8 +23,10 @@ import {
getUserWithSignedDocumentMonthlyGrowth,
getUsersCount,
} from '@documenso/lib/server-only/admin/get-users-stats';
import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
import { getSignerConversionMonthly } from '@documenso/lib/server-only/user/get-signer-conversion';
import { AdminLicenseCard } from '~/components/general/admin-license-card';
import { MonthlyActiveUsersChart } from '~/components/general/admin-monthly-active-user-charts';
import { AdminStatsSignerConversionChart } from '~/components/general/admin-stats-signer-conversion-chart';
import { AdminStatsUsersWithDocumentsChart } from '~/components/general/admin-stats-users-with-documents';
@@ -42,6 +44,7 @@ export async function loader() {
signerConversionMonthly,
monthlyUsersWithDocuments,
monthlyActiveUsers,
licenseData,
] = await Promise.all([
getUsersCount(),
getOrganisationsWithSubscriptionsCount(),
@@ -50,6 +53,7 @@ export async function loader() {
getSignerConversionMonthly(),
getUserWithSignedDocumentMonthlyGrowth(),
getMonthlyActiveUsers(),
LicenseClient.getInstance()?.getCachedLicense(),
]);
return {
@@ -60,6 +64,7 @@ export async function loader() {
signerConversionMonthly,
monthlyUsersWithDocuments,
monthlyActiveUsers,
licenseData: licenseData || null,
};
}
@@ -74,6 +79,7 @@ export default function AdminStatsPage({ loaderData }: Route.ComponentProps) {
signerConversionMonthly,
monthlyUsersWithDocuments,
monthlyActiveUsers,
licenseData,
} = loaderData;
return (
@@ -94,6 +100,10 @@ export default function AdminStatsPage({ loaderData }: Route.ComponentProps) {
<CardMetric icon={FileCog} title={_(msg`App Version`)} value={`v${version}`} />
</div>
<div className="mb-8 mt-4">
<AdminLicenseCard licenseData={licenseData} />
</div>
<div className="mt-16 gap-8">
<div>
<h3 className="text-3xl font-semibold">
@@ -10,6 +10,12 @@ import type { z } from 'zod';
import { trpc } from '@documenso/trpc/react';
import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
import { ZUpdateUserRequestSchema } from '@documenso/trpc/server/admin-router/update-user.types';
import {
Accordion,
AccordionContent,
AccordionItem,
AccordionTrigger,
} from '@documenso/ui/primitives/accordion';
import { Button } from '@documenso/ui/primitives/button';
import {
Form,
@@ -30,6 +36,7 @@ import { AdminUserEnableDialog } from '~/components/dialogs/admin-user-enable-di
import { AdminUserResetTwoFactorDialog } from '~/components/dialogs/admin-user-reset-two-factor-dialog';
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
import { AdminOrganisationsTable } from '~/components/tables/admin-organisations-table';
import { AdminUserTeamsTable } from '~/components/tables/admin-user-teams-table';
import { MultiSelectRoleCombobox } from '../../../components/general/multiselect-role-combobox';
@@ -197,7 +204,7 @@ const AdminUserPage = ({ user }: { user: TGetUserResponse }) => {
<h3 className="text-lg font-semibold leading-none tracking-tight">
<Trans>User Organisations</Trans>
</h3>
<p className="text-muted-foreground mt-1.5 text-sm">
<p className="mt-1.5 text-sm text-muted-foreground">
<Trans>Organisations that the user is a member of.</Trans>
</p>
</div>
@@ -219,6 +226,28 @@ const AdminUserPage = ({ user }: { user: TGetUserResponse }) => {
/>
</div>
<hr className="my-8" />
<Accordion type="single" collapsible>
<AccordionItem value="team-memberships" className="border-b-0">
<AccordionTrigger className="py-0">
<div className="text-left">
<h3 className="text-lg font-semibold leading-none tracking-tight">
<Trans>Team Memberships</Trans>
</h3>
<p className="mt-1.5 text-sm font-normal text-muted-foreground">
<Trans>Teams that this user is a member of and their roles.</Trans>
</p>
</div>
</AccordionTrigger>
<AccordionContent>
<div className="mt-4">
<AdminUserTeamsTable userId={user.id} />
</div>
</AccordionContent>
</AccordionItem>
</Accordion>
<div className="mt-16 flex flex-col gap-4">
{user && user.twoFactorEnabled && <AdminUserResetTwoFactorDialog user={user} />}
{user && user.disabled && <AdminUserEnableDialog userToEnable={user} />}
@@ -60,6 +60,7 @@ export default function OrganisationSettingsDocumentPage() {
defaultRecipients,
delegateDocumentOwnership,
aiFeaturesEnabled,
envelopeExpirationPeriod,
} = data;
if (
@@ -90,6 +91,7 @@ export default function OrganisationSettingsDocumentPage() {
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
delegateDocumentOwnership: delegateDocumentOwnership,
aiFeaturesEnabled,
envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
},
});
@@ -179,7 +179,9 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
))}
<div className="text-sm text-foreground">
<h3 className="font-semibold">Recipients</h3>
<h3 className="font-semibold">
<Trans>Recipients</Trans>
</h3>
<ul className="list-inside list-disc text-muted-foreground">
{recipients.map((recipient) => (
<li key={`recipient-${recipient.id}`}>
@@ -7,6 +7,7 @@ import { useParams, useSearchParams } from 'react-router';
import { Link } from 'react-router';
import { z } from 'zod';
import { useSessionStorage } from '@documenso/lib/client-only/hooks/use-session-storage';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
import { parseToIntegerArray } from '@documenso/lib/utils/params';
@@ -16,9 +17,12 @@ import { trpc } from '@documenso/trpc/react';
import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/document-router/find-documents-internal.types';
import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/document-router/find-documents-internal.types';
import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
import type { RowSelectionState } from '@documenso/ui/primitives/data-table';
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
import { DocumentSearch } from '~/components/general/document/document-search';
import { DocumentStatus } from '~/components/general/document/document-status';
import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
@@ -27,6 +31,7 @@ import { PeriodSelector } from '~/components/general/period-selector';
import { DocumentsTable } from '~/components/tables/documents-table';
import { DocumentsTableEmptyState } from '~/components/tables/documents-table-empty-state';
import { DocumentsTableSenderFilter } from '~/components/tables/documents-table-sender-filter';
import { EnvelopesTableBulkActionBar } from '~/components/tables/envelopes-table-bulk-action-bar';
import { useCurrentTeam } from '~/providers/team';
import { appMetaTags } from '~/utils/meta';
@@ -54,6 +59,17 @@ export default function DocumentsPage() {
const [isMovingDocument, setIsMovingDocument] = useState(false);
const [documentToMove, setDocumentToMove] = useState<number | null>(null);
const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>(
'documents-bulk-selection',
{},
);
const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
const [isBulkDeleteDialogOpen, setIsBulkDeleteDialogOpen] = useState(false);
const selectedEnvelopeIds = useMemo(() => {
return Object.keys(rowSelection).filter((id) => rowSelection[id]);
}, [rowSelection]);
const [stats, setStats] = useState<TFindDocumentsInternalResponse['stats']>({
[ExtendedDocumentStatus.DRAFT]: 0,
[ExtendedDocumentStatus.PENDING]: 0,
@@ -116,9 +132,9 @@ export default function DocumentsPage() {
<div className="mt-8 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
<div className="flex flex-row items-center">
<Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
<Avatar className="mr-3 h-12 w-12 border-2 border-solid border-white dark:border-border">
{team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
<AvatarFallback className="text-muted-foreground text-xs">
<AvatarFallback className="text-xs text-muted-foreground">
{team.name.slice(0, 1)}
</AvatarFallback>
</Avatar>
@@ -148,7 +164,7 @@ export default function DocumentsPage() {
.map((value) => (
<TabsTrigger
key={value}
className="hover:text-foreground min-w-[60px]"
className="min-w-[60px] hover:text-foreground"
value={value}
asChild
>
@@ -190,6 +206,9 @@ export default function DocumentsPage() {
setDocumentToMove(documentId);
setIsMovingDocument(true);
}}
enableSelection
rowSelection={rowSelection}
onRowSelectionChange={setRowSelection}
/>
)}
</div>
@@ -209,6 +228,30 @@ export default function DocumentsPage() {
}}
/>
)}
<EnvelopesTableBulkActionBar
selectedCount={selectedEnvelopeIds.length}
onMoveClick={() => setIsBulkMoveDialogOpen(true)}
onDeleteClick={() => setIsBulkDeleteDialogOpen(true)}
onClearSelection={() => setRowSelection({})}
/>
<EnvelopesBulkMoveDialog
envelopeIds={selectedEnvelopeIds}
envelopeType={EnvelopeType.DOCUMENT}
open={isBulkMoveDialogOpen}
currentFolderId={folderId}
onOpenChange={setIsBulkMoveDialogOpen}
onSuccess={() => setRowSelection({})}
/>
<EnvelopesBulkDeleteDialog
envelopeIds={selectedEnvelopeIds}
envelopeType={EnvelopeType.DOCUMENT}
open={isBulkDeleteDialogOpen}
onOpenChange={setIsBulkDeleteDialogOpen}
onSuccess={() => setRowSelection({})}
/>
</div>
</EnvelopeDropZoneWrapper>
);
@@ -66,7 +66,9 @@ export default function DocumentsFoldersPage() {
onClick={() => navigateToFolder(null)}
>
<HomeIcon className="h-4 w-4" />
<span>Home</span>
<span>
<Trans>Home</Trans>
</span>
</Button>
</div>
@@ -53,6 +53,7 @@ export default function TeamsSettingsPage() {
defaultRecipients,
delegateDocumentOwnership,
aiFeaturesEnabled,
envelopeExpirationPeriod,
} = data;
await updateTeamSettings({
@@ -67,6 +68,7 @@ export default function TeamsSettingsPage() {
includeAuditLog,
defaultRecipients,
aiFeaturesEnabled,
envelopeExpirationPeriod,
...(signatureTypes.length === 0
? {
typedSignatureEnabled: null,
@@ -207,7 +207,9 @@ export default function PublicProfilePage({ loaderData }: Route.ComponentProps)
directTemplates={enabledPrivateDirectTemplates}
trigger={
<Button variant="outline">
<Trans>Link template</Trans>
<Trans context="Action button to link template to public profile">
Link template
</Trans>
</Button>
}
/>
@@ -1,16 +1,23 @@
import { useMemo, useState } from 'react';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
import { Bird } from 'lucide-react';
import { useParams, useSearchParams } from 'react-router';
import { useSessionStorage } from '@documenso/lib/client-only/hooks/use-session-storage';
import { FolderType } from '@documenso/lib/types/folder-type';
import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
import type { RowSelectionState } from '@documenso/ui/primitives/data-table';
import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
import { FolderGrid } from '~/components/general/folder/folder-grid';
import { EnvelopesTableBulkActionBar } from '~/components/tables/envelopes-table-bulk-action-bar';
import { TemplatesTable } from '~/components/tables/templates-table';
import { useCurrentTeam } from '~/providers/team';
import { appMetaTags } from '~/utils/meta';
@@ -28,6 +35,17 @@ export default function TemplatesPage() {
const page = Number(searchParams.get('page')) || 1;
const perPage = Number(searchParams.get('perPage')) || 10;
const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>(
'templates-bulk-selection',
{},
);
const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
const [isBulkDeleteDialogOpen, setIsBulkDeleteDialogOpen] = useState(false);
const selectedEnvelopeIds = useMemo(() => {
return Object.keys(rowSelection).filter((id) => rowSelection[id]);
}, [rowSelection]);
const documentRootPath = formatDocumentsPath(team.url);
const templateRootPath = formatTemplatesPath(team.url);
@@ -44,9 +62,9 @@ export default function TemplatesPage() {
<div className="mt-8">
<div className="flex flex-row items-center">
<Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
<Avatar className="mr-3 h-12 w-12 border-2 border-solid border-white dark:border-border">
{team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
<AvatarFallback className="text-muted-foreground text-xs">
<AvatarFallback className="text-xs text-muted-foreground">
{team.name.slice(0, 1)}
</AvatarFallback>
</Avatar>
@@ -58,7 +76,7 @@ export default function TemplatesPage() {
<div className="mt-8">
{data && data.count === 0 ? (
<div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
<div className="flex h-96 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
<Bird className="h-12 w-12" strokeWidth={1.5} />
<div className="text-center">
@@ -81,10 +99,37 @@ export default function TemplatesPage() {
isLoadingError={isLoadingError}
documentRootPath={documentRootPath}
templateRootPath={templateRootPath}
enableSelection
rowSelection={rowSelection}
onRowSelectionChange={setRowSelection}
/>
)}
</div>
</div>
<EnvelopesTableBulkActionBar
selectedCount={selectedEnvelopeIds.length}
onMoveClick={() => setIsBulkMoveDialogOpen(true)}
onDeleteClick={() => setIsBulkDeleteDialogOpen(true)}
onClearSelection={() => setRowSelection({})}
/>
<EnvelopesBulkMoveDialog
envelopeIds={selectedEnvelopeIds}
envelopeType={EnvelopeType.TEMPLATE}
open={isBulkMoveDialogOpen}
currentFolderId={folderId}
onOpenChange={setIsBulkMoveDialogOpen}
onSuccess={() => setRowSelection({})}
/>
<EnvelopesBulkDeleteDialog
envelopeIds={selectedEnvelopeIds}
envelopeType={EnvelopeType.TEMPLATE}
open={isBulkDeleteDialogOpen}
onOpenChange={setIsBulkDeleteDialogOpen}
onSuccess={() => setRowSelection({})}
/>
</div>
</EnvelopeDropZoneWrapper>
);
@@ -66,7 +66,9 @@ export default function TemplatesFoldersPage() {
onClick={() => navigateToFolder(null)}
>
<HomeIcon className="h-4 w-4" />
<span>Home</span>
<span>
<Trans>Home</Trans>
</span>
</Button>
</div>
@@ -1,5 +1,6 @@
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType, FieldType, SigningStatus } from '@prisma/client';
import { DateTime } from 'luxon';
import { redirect } from 'react-router';
@@ -290,7 +291,9 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
</p>
</>
) : (
<p className="text-muted-foreground">N/A</p>
<p className="text-muted-foreground">
<Trans>N/A</Trans>
</p>
)}
<p className="mt-2 text-sm text-muted-foreground print:text-xs">
@@ -25,6 +25,7 @@ import { getTeamSettings } from '@documenso/lib/server-only/team/get-team-settin
import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { isRecipientExpired } from '@documenso/lib/utils/recipients';
import { prisma } from '@documenso/prisma';
import { SigningCard3D } from '@documenso/ui/components/signing-card';
@@ -140,6 +141,10 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
throw redirect(`/sign/${token}/rejected`);
}
if (isRecipientExpired(recipient)) {
throw redirect(`/sign/${token}/expired`);
}
if (
document.status === DocumentStatus.COMPLETED ||
recipient.signingStatus === SigningStatus.SIGNED
@@ -201,7 +206,8 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
return envelopeForSigning;
}
const { envelope, recipient, isCompleted, isRejected, isRecipientsTurn } = envelopeForSigning;
const { envelope, recipient, isCompleted, isRejected, isExpired, isRecipientsTurn } =
envelopeForSigning;
if (!isRecipientsTurn) {
throw redirect(`/sign/${token}/waiting`);
@@ -233,12 +239,6 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
} as const;
}
await viewedDocument({
token,
requestMetadata,
recipientAccessAuth: derivedRecipientAccessAuth,
}).catch(() => null);
if (isRejected) {
throw redirect(`/sign/${token}/rejected`);
}
@@ -247,6 +247,16 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
throw redirect(envelope.documentMeta.redirectUrl || `/sign/${token}/complete`);
}
if (isExpired) {
throw redirect(`/sign/${token}/expired`);
}
await viewedDocument({
token,
requestMetadata,
recipientAccessAuth: derivedRecipientAccessAuth,
}).catch(() => null);
return {
isDocumentAccessValid: true,
envelopeForSigning,
@@ -0,0 +1,114 @@
import { Trans } from '@lingui/react/macro';
import { TimerOffIcon } from 'lucide-react';
import { Link } from 'react-router';
import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
import { truncateTitle } from '~/utils/truncate-title';
import type { Route } from './+types/expired';
export async function loader({ params, request }: Route.LoaderArgs) {
const { user } = await getOptionalSession(request);
const { token } = params;
if (!token) {
throw new Response('Not Found', { status: 404 });
}
const document = await getDocumentAndSenderByToken({
token,
requireAccessAuth: false,
}).catch(() => null);
if (!document) {
throw new Response('Not Found', { status: 404 });
}
const title = document.title;
const recipient = await getRecipientByToken({ token }).catch(() => null);
if (!recipient) {
throw new Response('Not Found', { status: 404 });
}
const isDocumentAccessValid = await isRecipientAuthorized({
type: 'ACCESS',
documentAuthOptions: document.authOptions,
recipient,
userId: user?.id,
});
const recipientEmail = recipient.email;
if (isDocumentAccessValid) {
return {
isDocumentAccessValid: true,
recipientEmail,
title,
};
}
return {
isDocumentAccessValid: false,
recipientEmail,
};
}
export default function ExpiredSigningPage({ loaderData }: Route.ComponentProps) {
const { sessionData } = useOptionalSession();
const user = sessionData?.user;
const { isDocumentAccessValid, recipientEmail, title } = loaderData;
if (!isDocumentAccessValid) {
return <DocumentSigningAuthPageView email={recipientEmail} />;
}
return (
<div className="flex flex-col items-center pt-24 lg:pt-36 xl:pt-44">
<Badge
variant="neutral"
size="default"
title={title}
className="mb-6 rounded-xl border bg-transparent"
>
{truncateTitle(title ?? '')}
</Badge>
<div className="flex flex-col items-center">
<div className="flex items-center gap-x-4">
<TimerOffIcon className="h-10 w-10 text-orange-500" />
<h2 className="max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
<Trans>Signing Deadline Expired</Trans>
</h2>
</div>
<p className="mt-6 max-w-[60ch] text-center text-sm text-muted-foreground">
<Trans>
The signing deadline for this document has passed. Please contact the document owner if
you need a new copy to sign.
</Trans>
</p>
{user && (
<Button className="mt-6" asChild>
<Link to={`/`}>
<Trans>Return Home</Trans>
</Link>
</Button>
)}
</div>
</div>
);
}
+11 -1
View File
@@ -1,3 +1,4 @@
import { Trans } from '@lingui/react/macro';
import { Outlet, isRouteErrorResponse, useRouteError } from 'react-router';
import {
@@ -12,6 +13,7 @@ import { EmbedDocumentCompleted } from '~/components/embed/embed-document-comple
import { EmbedDocumentRejected } from '~/components/embed/embed-document-rejected';
import { EmbedDocumentWaitingForTurn } from '~/components/embed/embed-document-waiting-for-turn';
import { EmbedPaywall } from '~/components/embed/embed-paywall';
import { EmbedRecipientExpired } from '~/components/embed/embed-recipient-expired';
import type { Route } from './+types/_layout';
@@ -78,6 +80,10 @@ export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
return <EmbedDocumentWaitingForTurn />;
}
if (error.status === 403 && error.data.type === 'embed-recipient-expired') {
return <EmbedRecipientExpired />;
}
// !: Not used at the moment, may be removed in the future.
if (error.status === 403 && error.data.type === 'embed-document-rejected') {
return <EmbedDocumentRejected />;
@@ -89,5 +95,9 @@ export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
}
}
return <div>Not Found</div>;
return (
<div>
<Trans>Not Found</Trans>
</div>
);
}
@@ -19,6 +19,7 @@ import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/
import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
import { isDocumentCompleted } from '@documenso/lib/utils/document';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { isRecipientExpired } from '@documenso/lib/utils/recipients';
import { prisma } from '@documenso/prisma';
import { EmbedSignDocumentV1ClientPage } from '~/components/embed/embed-document-signing-page-v1';
@@ -78,6 +79,17 @@ async function handleV1Loader({ params, request }: Route.LoaderArgs) {
);
}
if (isRecipientExpired(recipient)) {
throw data(
{
type: 'embed-recipient-expired',
},
{
status: 403,
},
);
}
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
documentAuth: document.authOptions,
});
@@ -190,7 +202,7 @@ async function handleV2Loader({ params, request }: Route.LoaderArgs) {
);
}
const { envelope, recipient, isRecipientsTurn } = envelopeForSigning;
const { envelope, recipient, isRecipientsTurn, isExpired } = envelopeForSigning;
const organisationClaim = await getOrganisationClaimByTeamId({ teamId: envelope.teamId });
@@ -208,6 +220,17 @@ async function handleV2Loader({ params, request }: Route.LoaderArgs) {
);
}
if (isExpired) {
throw data(
{
type: 'embed-recipient-expired',
},
{
status: 403,
},
);
}
if (!isRecipientsTurn) {
throw data(
{
@@ -1,5 +1,6 @@
import { useLayoutEffect } from 'react';
import { Trans } from '@lingui/react/macro';
import { Outlet, useLoaderData } from 'react-router';
import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
@@ -75,7 +76,11 @@ export default function AuthoringLayout() {
}, []);
if (!hasValidToken) {
return <div>Invalid embedding presign token provided</div>;
return (
<div>
<Trans>Invalid embedding presign token provided</Trans>
</div>
);
}
return (
@@ -1,5 +1,6 @@
import { useEffect, useLayoutEffect, useState } from 'react';
import { Trans } from '@lingui/react/macro';
import { SigningStatus } from '@prisma/client';
import { useRevalidator } from 'react-router';
@@ -283,7 +284,9 @@ export default function MultisignPage() {
{!hidePoweredBy && (
<div className="bg-primary text-primary-foreground fixed bottom-0 left-0 z-40 rounded-tr px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100">
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
@@ -298,7 +301,9 @@ export default function MultisignPage() {
{!hidePoweredBy && (
<div className="bg-primary text-primary-foreground fixed bottom-0 left-0 z-40 rounded-tr px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100">
<span>Powered by</span>
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
+1 -2
View File
@@ -46,7 +46,6 @@
"content-disposition": "^1.0.1",
"framer-motion": "^12.23.24",
"hono": "4.11.4",
"hono-rate-limiter": "^0.4.2",
"hono-react-router-adapter": "^0.6.5",
"input-otp": "^1.4.2",
"isbot": "^5.1.32",
@@ -106,5 +105,5 @@
"vite-plugin-babel-macros": "^1.0.6",
"vite-tsconfig-paths": "^5.1.4"
},
"version": "2.5.1"
"version": "2.6.1"
}
+1 -1
View File
@@ -17,7 +17,7 @@ server.use(
serveStatic({
root: 'build/client',
onFound: (path, c) => {
if (path.startsWith('./build/client/assets')) {
if (path.startsWith('build/client/assets')) {
// Hard cache assets with hashed file names.
c.header('Cache-Control', 'public, immutable, max-age=31536000');
} else {
+45 -47
View File
@@ -1,17 +1,25 @@
import { Hono } from 'hono';
import { rateLimiter } from 'hono-rate-limiter';
import { contextStorage } from 'hono/context-storage';
import { cors } from 'hono/cors';
import { requestId } from 'hono/request-id';
import type { RequestIdVariables } from 'hono/request-id';
import { requestId } from 'hono/request-id';
import type { Logger } from 'pino';
import { tsRestHonoApp } from '@documenso/api/hono';
import { auth } from '@documenso/auth/server';
import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
import { jobsClient } from '@documenso/lib/jobs/client';
import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
import { createRateLimitMiddleware } from '@documenso/lib/server-only/rate-limit/rate-limit-middleware';
import {
aiRateLimit,
apiTrpcRateLimit,
apiV1RateLimit,
apiV2RateLimit,
fileUploadRateLimit,
} from '@documenso/lib/server-only/rate-limit/rate-limits';
import { TelemetryClient } from '@documenso/lib/server-only/telemetry/telemetry-client';
import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
import { migrateDeletedAccountServiceAccount } from '@documenso/lib/server-only/user/service-accounts/deleted-account';
import { migrateLegacyServiceAccount } from '@documenso/lib/server-only/user/service-accounts/legacy-service-account';
import { env } from '@documenso/lib/utils/env';
import { logger } from '@documenso/lib/utils/logger';
import { openApiDocument } from '@documenso/trpc/server/open-api';
@@ -34,38 +42,13 @@ export interface HonoEnv {
const app = new Hono<HonoEnv>();
/**
* Rate limiting for v1 and v2 API routes only.
* - 100 requests per minute per IP address
* Database-backed rate limiting for API routes.
*/
const rateLimitMiddleware = rateLimiter({
windowMs: 60 * 1000, // 1 minute
limit: 100, // 100 requests per window
keyGenerator: (c) => {
try {
return getIpAddress(c.req.raw);
} catch (error) {
return 'unknown';
}
},
message: {
error: 'Too many requests, please try again later.',
},
});
const aiRateLimitMiddleware = rateLimiter({
windowMs: 60 * 1000, // 1 minute
limit: 3, // 3 requests per window
keyGenerator: (c) => {
try {
return getIpAddress(c.req.raw);
} catch (error) {
return 'unknown';
}
},
message: {
error: 'Too many requests, please try again later.',
},
});
const apiV1RateLimitMiddleware = createRateLimitMiddleware(apiV1RateLimit);
const apiV2RateLimitMiddleware = createRateLimitMiddleware(apiV2RateLimit);
const aiRateLimitMiddleware = createRateLimitMiddleware(aiRateLimit);
const trpcRateLimitMiddleware = createRateLimitMiddleware(apiTrpcRateLimit);
const fileRateLimitMiddleware = createRateLimitMiddleware(fileUploadRateLimit);
/**
* Attach session and context to requests.
@@ -83,6 +66,7 @@ app.use(async (c, next) => {
const honoLogger = logger.child({
requestId: c.var.requestId,
requestPath: c.req.path,
ipAddress: metadata.ipAddress,
userAgent: metadata.userAgent,
});
@@ -92,14 +76,20 @@ app.use(async (c, next) => {
await next();
});
// Apply rate limit to /api/v1/*
app.use('/api/v1/*', rateLimitMiddleware);
app.use('/api/v2/*', rateLimitMiddleware);
// Apply cors and rate limits to API routes.
app.use(`/api/v1/*`, cors());
app.use('/api/v1/*', apiV1RateLimitMiddleware);
app.use(`/api/v2/*`, cors());
app.use('/api/v2/*', apiV2RateLimitMiddleware);
app.use(`/api/v2-beta/*`, cors());
app.use('/api/v2-beta/*', apiV2RateLimitMiddleware);
// Auth server.
app.route('/api/auth', auth);
// Files route.
app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
app.route('/api/files', filesRoute);
// AI route.
@@ -107,28 +97,26 @@ app.use('/api/ai/*', aiRateLimitMiddleware);
app.route('/api/ai', aiRoute);
// API servers.
app.use(`/api/v1/*`, cors());
app.route('/api/v1', tsRestHonoApp);
app.use('/api/jobs/*', jobsClient.getApiHandler());
app.use('/api/trpc/*', trpcRateLimitMiddleware);
app.use('/api/trpc/*', reactRouterTrpcServer);
// Unstable API server routes. Order matters for these two.
app.get(`${API_V2_URL}/openapi.json`, (c) => c.json(openApiDocument));
app.use(`${API_V2_URL}/*`, cors());
app.get(`/api/v2/openapi.json`, (c) => c.json(openApiDocument));
// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
app.route(`${API_V2_URL}`, downloadRoute);
app.use(`${API_V2_URL}/*`, async (c) =>
app.route(`/api/v2`, downloadRoute);
app.use(`/api/v2/*`, async (c) =>
openApiTrpcServerHandler(c, {
isBeta: false,
}),
);
// Unstable API server routes. Order matters for these two.
app.get(`${API_V2_BETA_URL}/openapi.json`, (c) => c.json(openApiDocument));
app.use(`${API_V2_BETA_URL}/*`, cors());
app.get(`/api/v2-beta/openapi.json`, (c) => c.json(openApiDocument));
// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
app.route(`${API_V2_BETA_URL}`, downloadRoute);
app.use(`${API_V2_BETA_URL}/*`, async (c) =>
app.route(`/api/v2-beta`, downloadRoute);
app.use(`/api/v2-beta/*`, async (c) =>
openApiTrpcServerHandler(c, {
isBeta: true,
}),
@@ -140,4 +128,14 @@ if (env('NODE_ENV') !== 'development') {
void TelemetryClient.start();
}
// Start license client to verify license on startup.
void LicenseClient.start();
// Start cron scheduler for background jobs (e.g. envelope expiration sweep).
// No-op for Inngest provider which handles cron externally.
jobsClient.startCron();
void migrateDeletedAccountServiceAccount();
void migrateLegacyServiceAccount();
export default app;
+51
View File
@@ -0,0 +1,51 @@
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2 0 obj
<<
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3 0 obj
<<
/Title (Untitled)
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/Creator (@libpdf/core)
/Producer (@libpdf/core)
/CreationDate (D:20260211083727Z)
/ModDate (D:20260211083727Z)
>>
endobj
4 0 obj
<<
/Type /Page
/MediaBox [0 0 595 842]
/Resources <<
>>
/Parent 1 0 R
>>
endobj
xref
0 5
0000000000 65535 f
0000000015 00000 n
0000000072 00000 n
0000000121 00000 n
0000000290 00000 n
trailer
<<
/Size 5
/Root 2 0 R
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/ID [<B051F100F1EED01A592FC6119F589603> <B051F100F1EED01A592FC6119F589603>]
>>
startxref
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%%EOF
+51
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@@ -0,0 +1,51 @@
%PDF-1.7
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<<
/Type /Pages
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/Count 1
>>
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2 0 obj
<<
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/Pages 1 0 R
>>
endobj
3 0 obj
<<
/Title (Untitled)
/Author (Unknown)
/Creator (@libpdf/core)
/Producer (@libpdf/core)
/CreationDate (D:20260211081729Z)
/ModDate (D:20260211081729Z)
>>
endobj
4 0 obj
<<
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/MediaBox [0 0 612 792]
/Resources <<
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<<
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>>
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+51
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@@ -0,0 +1,51 @@
%PDF-1.7
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<<
/Type /Pages
/Kids [4 0 R]
/Count 1
>>
endobj
2 0 obj
<<
/Type /Catalog
/Pages 1 0 R
>>
endobj
3 0 obj
<<
/Title (Untitled)
/Author (Unknown)
/Creator (@libpdf/core)
/Producer (@libpdf/core)
/CreationDate (D:20260211084535Z)
/ModDate (D:20260211084535Z)
>>
endobj
4 0 obj
<<
/Type /Page
/MediaBox [0 0 1224 792]
/Resources <<
>>
/Parent 1 0 R
>>
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xref
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<<
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/Root 2 0 R
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/ID [<694452F2208AC8E3DD2D2488544F9F0C> <694452F2208AC8E3DD2D2488544F9F0C>]
>>
startxref
379
%%EOF
+20 -17
View File
@@ -1,12 +1,12 @@
{
"name": "@documenso/root",
"version": "2.5.1",
"version": "2.6.1",
"lockfileVersion": 3,
"requires": true,
"packages": {
"": {
"name": "@documenso/root",
"version": "2.5.1",
"version": "2.6.1",
"hasInstallScript": true,
"workspaces": [
"apps/*",
@@ -15,10 +15,11 @@
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@documenso/prisma": "*",
"@libpdf/core": "^0.2.2",
"@libpdf/core": "^0.2.5",
"@lingui/conf": "^5.6.0",
"@lingui/core": "^5.6.0",
"ai": "^5.0.104",
"cron-parser": "^5.5.0",
"luxon": "^3.7.2",
"patch-package": "^8.0.1",
"posthog-node": "4.18.0",
@@ -108,7 +109,7 @@
},
"apps/remix": {
"name": "@documenso/remix",
"version": "2.5.1",
"version": "2.6.1",
"dependencies": {
"@cantoo/pdf-lib": "^2.5.3",
"@documenso/api": "*",
@@ -142,7 +143,6 @@
"content-disposition": "^1.0.1",
"framer-motion": "^12.23.24",
"hono": "4.11.4",
"hono-rate-limiter": "^0.4.2",
"hono-react-router-adapter": "^0.6.5",
"input-otp": "^1.4.2",
"isbot": "^5.1.32",
@@ -4167,9 +4167,9 @@
"license": "MIT"
},
"node_modules/@libpdf/core": {
"version": "0.2.2",
"resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.2.2.tgz",
"integrity": "sha512-qxYHUirZc4YSxTYkUVtLHqM9ypC9iKPOpHYfpDIUYAZyDGgcHh4SOwhkInHY/Q51TBajXRv6ZZd9fjSPvoQZnw==",
"version": "0.2.5",
"resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.2.5.tgz",
"integrity": "sha512-+oTpNRkEdL1kVmeJr6qz2wf0yqJx5FmUVN2u0kDuX81wvxyzYOlMjmFD8qbbJqyYiNZp0J7IAcW6VsZr+MW1Uw==",
"license": "MIT",
"dependencies": {
"@noble/ciphers": "^2.1.1",
@@ -20192,6 +20192,18 @@
"typescript": ">=5"
}
},
"node_modules/cron-parser": {
"version": "5.5.0",
"resolved": "https://registry.npmjs.org/cron-parser/-/cron-parser-5.5.0.tgz",
"integrity": "sha512-oML4lKUXxizYswqmxuOCpgFS8BNUJpIu6k/2HVHyaL8Ynnf3wdf9tkns0yRdJLSIjkJ+b0DXHMZEHGpMwjnPww==",
"license": "MIT",
"dependencies": {
"luxon": "^3.7.1"
},
"engines": {
"node": ">=18"
}
},
"node_modules/cross-env": {
"version": "10.1.0",
"resolved": "https://registry.npmjs.org/cross-env/-/cross-env-10.1.0.tgz",
@@ -25081,15 +25093,6 @@
"node": ">=16.9.0"
}
},
"node_modules/hono-rate-limiter": {
"version": "0.4.2",
"resolved": "https://registry.npmjs.org/hono-rate-limiter/-/hono-rate-limiter-0.4.2.tgz",
"integrity": "sha512-AAtFqgADyrmbDijcRTT/HJfwqfvhalya2Zo+MgfdrMPas3zSMD8SU03cv+ZsYwRU1swv7zgVt0shwN059yzhjw==",
"license": "MIT",
"peerDependencies": {
"hono": "^4.1.1"
}
},
"node_modules/hono-react-router-adapter": {
"version": "0.6.5",
"resolved": "https://registry.npmjs.org/hono-react-router-adapter/-/hono-react-router-adapter-0.6.5.tgz",
+3 -2
View File
@@ -5,7 +5,7 @@
"apps/*",
"packages/*"
],
"version": "2.5.1",
"version": "2.6.1",
"scripts": {
"postinstall": "patch-package",
"build": "turbo run build",
@@ -86,10 +86,11 @@
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@documenso/prisma": "*",
"@libpdf/core": "^0.2.2",
"@libpdf/core": "^0.2.5",
"@lingui/conf": "^5.6.0",
"@lingui/core": "^5.6.0",
"ai": "^5.0.104",
"cron-parser": "^5.5.0",
"luxon": "^3.7.2",
"patch-package": "^8.0.1",
"posthog-node": "4.18.0",
+40 -6
View File
@@ -43,6 +43,9 @@ import {
const c = initContract();
const deprecatedDescription =
'This endpoint is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api.';
export const ApiContractV1 = c.router(
{
getDocuments: {
@@ -55,6 +58,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Get all documents',
deprecated: true,
description: deprecatedDescription,
},
getDocument: {
@@ -66,6 +71,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Get a single document',
deprecated: true,
description: deprecatedDescription,
},
downloadSignedDocument: {
@@ -78,6 +85,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Download a signed document when the storage transport is S3',
deprecated: true,
description: deprecatedDescription,
},
createDocument: {
@@ -90,6 +99,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Upload a new document and get a presigned URL',
deprecated: true,
description: deprecatedDescription,
},
createTemplate: {
@@ -102,6 +113,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Create a new template and get a presigned URL',
deprecated: true,
description: deprecatedDescription,
},
deleteTemplate: {
@@ -114,6 +127,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Delete a template',
deprecated: true,
description: deprecatedDescription,
},
getTemplate: {
@@ -125,6 +140,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Get a single template',
deprecated: true,
description: deprecatedDescription,
},
getTemplates: {
@@ -137,6 +154,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Get all templates',
deprecated: true,
description: deprecatedDescription,
},
createDocumentFromTemplate: {
@@ -150,7 +169,7 @@ export const ApiContractV1 = c.router(
},
summary: 'Create a new document from an existing template',
deprecated: true,
description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
description: `${deprecatedDescription} \n\nIf you must use the V1 API, use "/api/v1/templates/:templateId/generate-document" instead.`,
},
generateDocumentFromTemplate: {
@@ -165,8 +184,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Create a new document from an existing template',
description:
'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
deprecated: true,
description: `${deprecatedDescription} \n\nCreate a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.`,
},
sendDocument: {
@@ -181,9 +200,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Send a document for signing',
// I'm aware this should be in the variable itself, which it is, however it's difficult for users to find in our current UI.
description:
'Notes\n\n`sendEmail` - Whether to send an email to the recipients asking them to action the document. If you disable this, you will need to manually distribute the document to the recipients using the generated signing links. Defaults to true',
deprecated: true,
description: `${deprecatedDescription} \n\nNotes\n\nsendEmail - Whether to send an email to the recipients asking them to action the document. If you disable this, you will need to manually distribute the document to the recipients using the generated signing links. Defaults to true`,
},
resendDocument: {
@@ -198,6 +216,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Re-send a document for signing',
deprecated: true,
description: deprecatedDescription,
},
deleteDocument: {
@@ -210,6 +230,8 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Delete a document',
deprecated: true,
description: deprecatedDescription,
},
createRecipient: {
@@ -224,6 +246,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Create a recipient for a document',
deprecated: true,
description: deprecatedDescription,
},
updateRecipient: {
@@ -238,6 +262,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Update a recipient for a document',
deprecated: true,
description: deprecatedDescription,
},
deleteRecipient: {
@@ -252,6 +278,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Delete a recipient from a document',
deprecated: true,
description: deprecatedDescription,
},
createField: {
@@ -266,6 +294,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Create a field for a document',
deprecated: true,
description: deprecatedDescription,
},
updateField: {
@@ -280,6 +310,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Update a field for a document',
deprecated: true,
description: deprecatedDescription,
},
deleteField: {
@@ -294,6 +326,8 @@ export const ApiContractV1 = c.router(
500: ZUnsuccessfulResponseSchema,
},
summary: 'Delete a field from a document',
deprecated: true,
description: deprecatedDescription,
},
},
{
+2 -1
View File
@@ -11,7 +11,8 @@ export const OpenAPIV1 = Object.assign(
info: {
title: 'Documenso API',
version: '1.0.0',
description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
description:
'API V1 is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
},
servers: [
{
+4 -3
View File
@@ -437,8 +437,8 @@ export const ZSuccessfulRecipientResponseSchema = z.object({
role: z.nativeEnum(RecipientRole),
signingOrder: z.number().nullish(),
token: z.string(),
// !: Not used for now
// expired: z.string(),
expiresAt: z.date().nullish(),
expirationNotifiedAt: z.date().nullish(),
signedAt: z.date().nullable(),
readStatus: z.nativeEnum(ReadStatus),
signingStatus: z.nativeEnum(SigningStatus),
@@ -576,7 +576,8 @@ export const ZRecipientSchema = z.object({
token: z.string(),
signingOrder: z.number().nullish(),
documentDeletedAt: z.date().nullish(),
expired: z.date().nullish(),
expiresAt: z.date().nullish(),
expirationNotifiedAt: z.date().nullish(),
signedAt: z.date().nullish(),
authOptions: z.unknown(),
role: z.nativeEnum(RecipientRole),
@@ -171,6 +171,7 @@ test.describe('API V2 Envelopes', () => {
positionY: 0,
width: 0,
height: 0,
fieldMeta: { type: 'signature' },
},
{
type: FieldType.SIGNATURE,
@@ -180,6 +181,7 @@ test.describe('API V2 Envelopes', () => {
positionY: 0,
width: 0,
height: 0,
fieldMeta: { type: 'signature' },
},
],
},
@@ -205,6 +207,7 @@ test.describe('API V2 Envelopes', () => {
documentPending: false,
documentCompleted: false,
documentDeleted: false,
ownerRecipientExpired: true,
ownerDocumentCompleted: true,
},
},

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