fix: build errors

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

@@ -6,6 +6,7 @@ import { useRouter, useSearchParams } from 'next/navigation';
 
 import { msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
+import { useSession } from 'next-auth/react';
 
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
 import {
@@ -55,6 +56,7 @@ export const EditDocumentForm = ({
   const router = useRouter();
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
+  const { data: session } = useSession();
 
   const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
 
@@ -134,6 +136,18 @@ export const EditDocumentForm = ({
     },
   });
 
+  const { mutateAsync: selfSignDocument } = trpc.document.selfSignDocument.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          documentId: initialDocument.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
+      );
+    },
+  });
+
   const { mutateAsync: setPasswordForDocument } =
     trpc.document.setPasswordForDocument.useMutation();
 
@@ -269,10 +283,22 @@ export const EditDocumentForm = ({
         }
       }
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
-      router.refresh();
+      const hasSameOwnerAsRecipient =
+        recipients.length === 1 && recipients[0].email === session?.user?.email;
 
-      setStep('subject');
+      if (hasSameOwnerAsRecipient) {
+        await selfSignDocument({
+          documentId: document.id,
+          teamId: team?.id,
+        });
+
+        router.push(`/sign/${recipients[0].token}`);
+      } else {
+        // Router refresh is here to clear the router cache for when navigating to /documents.
+        router.refresh();
+
+        setStep('subject');
+      }
     } catch (err) {
       console.error(err);
 

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

@@ -47,22 +47,50 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ZAddRecipientsForNewDocumentSchema = z.object({
-  distributeDocument: z.boolean(),
-  useCustomDocument: z.boolean().default(false),
-  customDocumentData: z
-    .any()
-    .refine((data) => data instanceof File || data === undefined)
-    .optional(),
-  recipients: z.array(
-    z.object({
-      id: z.number(),
-      email: z.string().email(),
-      name: z.string(),
-      signingOrder: z.number().optional(),
-    }),
-  ),
-});
+const ZAddRecipientsForNewDocumentSchema = z
+  .object({
+    distributeDocument: z.boolean(),
+    useCustomDocument: z.boolean().default(false),
+    customDocumentData: z
+      .any()
+      .refine((data) => data instanceof File || data === undefined)
+      .optional(),
+    recipients: z.array(
+      z.object({
+        id: z.number(),
+        email: z.string().email(),
+        name: z.string(),
+        signingOrder: z.number().optional(),
+      }),
+    ),
+  })
+  // Display exactly which rows are duplicates.
+  .superRefine((items, ctx) => {
+    const uniqueEmails = new Map<string, number>();
+
+    for (const [index, recipients] of items.recipients.entries()) {
+      const email = recipients.email.toLowerCase();
+
+      const firstFoundIndex = uniqueEmails.get(email);
+
+      if (firstFoundIndex === undefined) {
+        uniqueEmails.set(email, index);
+        continue;
+      }
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', index, 'email'],
+      });
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', firstFoundIndex, 'email'],
+      });
+    }
+  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 

apps/web/src/components/document/document-history-sheet.tsx

@@ -336,6 +336,16 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
+                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, ({ data }) => (
+                    <DocumentHistorySheetChanges
+                      values={[
+                        {
+                          key: 'Signed by',
+                          value: data.recipientEmail,
+                        },
+                      ]}
+                    />
+                  ))
                   .with(
                     { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
                     ({ data }) => (

packages/api/v1/schema.ts

@@ -270,11 +270,12 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     )
     .refine(
       (schema) => {
+        const emails = schema.map((signer) => signer.email.toLowerCase());
         const ids = schema.map((signer) => signer.id);
 
-        return new Set(ids).size === ids.length;
+        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
       },
-      { message: 'Recipient IDs must be unique' },
+      { message: 'Recipient IDs and emails must be unique' },
     ),
   meta: z
     .object({

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

@@ -1,304 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { seedBlankDocument } from '@documenso/prisma/seed/documents';
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-test('[DOCUMENT_FLOW]: add signature fields for unique recipients', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email').nth(1).fill('recipient2@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('Recipient 2');
-
-  // Advanced settings should not be visible for non EE users.
-  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('**/documents');
-
-  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: add signature fields for duplicate recipients', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for each recipient
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(1).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(2).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 300,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('**/documents');
-
-  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: add signature fields for recipients with different roles', async ({
-  page,
-}) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // Add a signer
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Documenso Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add an approver
-  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add a viewer
-  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add a CC
-  await page.getByLabel('Email').nth(3).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(3).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for signer and approver
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page
-    .getByRole('option', { name: 'Documenso Recipient (recipient@documenso.com)' })
-    .nth(1)
-    .click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('**/documents');
-
-  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: add signature fields for mixed recipients', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // First recipient (unique)
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('First Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Second recipient (duplicate of first)
-  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('First Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Third recipient (unique)
-  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Second Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fourth recipient (duplicate of first)
-  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(3).fill('First Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fifth recipient (unique)
-  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
-  await page.getByLabel('Name').nth(4).fill('Third Recipient');
-  await page.getByRole('combobox').nth(4).click();
-  await page.getByLabel('Needs to sign').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for approver and signers
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Second Recipient (recipient2@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Third Recipient (recipient3@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 300,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('**/documents');
-
-  await expect(page.getByRole('link', { name: document.title })).toBeVisible();
-});

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

@@ -91,191 +91,3 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
 });
-
-test('[DOCUMENT_FLOW]: add only recipients with the same email address', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: duplicate email recipients', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // Add a signer
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Documenso Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add an approver
-  await page.getByLabel('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add a viewer
-  await page.getByLabel('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Add a CC
-  await page.getByLabel('Email').nth(3).fill('recipient@documenso.com');
-  await page.getByLabel('Name').nth(3).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: same email with different roles', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // First recipient (unique)
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('First Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Second recipient (duplicate of first)
-  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('First Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Third recipient (unique)
-  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Second Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fourth recipient (duplicate of first)
-  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(3).fill('First Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fifth recipient (unique)
-  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
-  await page.getByLabel('Name').nth(4).fill('Third Recipient');
-  await page.getByRole('combobox').nth(4).click();
-  await page.getByLabel('Needs to sign').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-});
-
-test('[DOCUMENT_FLOW]: mixed unique and duplicate recipients', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // First recipient (unique)
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('First Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Second recipient (duplicate of first)
-  await page.getByLabel('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(1).fill('First Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Third recipient (unique)
-  await page.getByLabel('Email').nth(2).fill('recipient2@documenso.com');
-  await page.getByLabel('Name').nth(2).fill('Second Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fourth recipient (duplicate of first)
-  await page.getByLabel('Email').nth(3).fill('recipient1@documenso.com');
-  await page.getByLabel('Name').nth(3).fill('First Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Signer' }).click();
-
-  // Fifth recipient (unique)
-  await page.getByLabel('Email').nth(4).fill('recipient3@documenso.com');
-  await page.getByLabel('Name').nth(4).fill('Third Recipient');
-  await page.getByRole('combobox').nth(4).click();
-  await page.getByLabel('Needs to sign').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-});

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

@@ -2,7 +2,9 @@ import { expect, test } from '@playwright/test';
 import { DateTime } from 'luxon';
 import path from 'node:path';
 
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
+import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentSigningOrder,
@@ -612,7 +614,7 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
       expect(previousRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
     }
 
-    await page.goto(`/sign/${recipient?.token}`);
+    await page.goto(`/sign/${recipient!.token}`);
     await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 
     await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
@@ -630,24 +632,22 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
     await page.getByRole('button', { name: 'Complete' }).click();
     await page.getByRole('button', { name: 'Sign' }).click();
 
-    await page.waitForURL(`/sign/${recipient?.token}/complete`);
+    await page.waitForURL(`/sign/${recipient!.token}/complete`);
     await expect(page.getByText('Document Signed')).toBeVisible();
 
-    const updatedRecipient = await prisma.recipient.findFirst({
-      where: { id: recipient?.id },
+    const updatedRecipient = await getRecipientById({
+      documentId: document.id,
+      id: recipient!.id,
     });
 
     expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
   }
 
   // Wait for the document to be signed.
-  await page.waitForTimeout(5000);
-
-  const finalDocument = await prisma.document.findFirst({
-    where: { id: createdDocument?.id },
-  });
-
-  expect(finalDocument?.status).toBe(DocumentStatus.COMPLETED);
+  await expect(async () => {
+    const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
+    expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
+  }).toPass();
 });
 
 test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode', async ({
@@ -655,7 +655,7 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
 }) => {
   const user = await seedUser();
 
-  const { document, recipients } = await seedPendingDocumentWithFullFields({
+  const { recipients } = await seedPendingDocumentWithFullFields({
     owner: user,
     recipients: ['user1@example.com', 'user2@example.com', 'user3@example.com'],
     fields: [FieldType.SIGNATURE],
@@ -682,3 +682,85 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
   await expect(page).not.toHaveURL(`/sign/${activeRecipient?.token}/waiting`);
   await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 });
+
+test('[DOCUMENT_FLOW]: should be able to self sign a document', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  const documentTitle = `Self-Signing-${Date.now()}.pdf`;
+
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await page.getByLabel('Title').fill(documentTitle);
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+  await page.getByRole('button', { name: 'Add myself' }).click();
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Sign', exact: true }).click();
+
+  const documentRecipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  const { token, email, id: recipientId } = documentRecipients[0];
+
+  expect(documentRecipients.length).toBe(1);
+  expect(email).toBe(user.email);
+
+  await page.waitForURL(`/sign/${token}`);
+  await expect(page.getByRole('heading', { name: documentTitle })).toBeVisible();
+
+  const { status } = await getDocumentByToken(token);
+  expect(status).toBe(DocumentStatus.PENDING);
+
+  const fields = await prisma.field.findMany({
+    where: { recipientId, documentId: document.id },
+  });
+  const recipientField = fields[0];
+  expect(recipientField).not.toBeNull();
+
+  await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
+
+  const canvas = page.locator('canvas#signature');
+  const box = await canvas.boundingBox();
+  if (box) {
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+    await page.mouse.up();
+  }
+
+  await page.getByRole('button', { name: 'Sign', exact: true }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL(`/sign/${token}/complete`);
+  await expect(page.getByText('Document Signed')).toBeVisible();
+
+  const updatedRecipient = await getRecipientById({ documentId: document.id, id: recipientId });
+  expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
+
+  await expect(async () => {
+    const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
+    expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
+  }).toPass();
+});

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

@@ -1,292 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-test.describe.configure({ mode: 'parallel' });
-
-test('[TEMPLATE_FLOW]: add signature fields for unique recipients', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-  // Add 2 placeholder recipients.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
-
-  // Advanced settings should not be visible for non EE users.
-  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save Template' }).click();
-
-  await page.waitForURL('**/templates');
-
-  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
-});
-
-test('[TEMPLATE_FLOW]: add signature fields for duplicate recipients', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for each recipient
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(1).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient (recipient@documenso.com)' }).nth(2).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 300,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save Template' }).click();
-
-  await page.waitForURL('**/templates');
-
-  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
-});
-
-test('[TEMPLATE_FLOW]: add signature fields for recipients with different roles', async ({
-  page,
-}) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-  // Add a placeholder recipient
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Documenso Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add an approver
-  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add a viewer
-  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add a CC
-  await page.getByPlaceholder('Email').nth(3).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(3).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for signer and approver
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page
-    .getByRole('option', { name: 'Documenso Recipient (recipient@documenso.com)' })
-    .nth(1)
-    .click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save Template' }).click();
-
-  await page.waitForURL('**/templates');
-
-  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
-});
-
-test('[TEMPLATE_FLOW]: add signature fields for mixed recipients', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
-
-  // First placeholder recipient (unique)
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('First Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Second placeholder recipient (duplicate of first)
-  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('First Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Third placeholder recipient (unique)
-  await page.getByPlaceholder('Email').nth(2).fill('recipient2@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Second Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Fourth placeholder recipient (duplicate of first)
-  await page.getByPlaceholder('Email').nth(3).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(3).fill('First Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Fifth placeholder recipient (unique)
-  await page.getByPlaceholder('Email').nth(4).fill('recipient3@documenso.com');
-  await page.getByPlaceholder('Name').nth(4).fill('Third Recipient');
-  await page.getByRole('combobox').nth(4).click();
-  await page.getByLabel('Needs to sign').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for approver and signers
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Second Recipient (recipient2@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Third Recipient (recipient3@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 300,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save Template' }).click();
-
-  await page.waitForURL('**/templates');
-
-  await expect(page.getByRole('link', { name: template.title })).toBeVisible();
-});

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

@@ -98,135 +98,3 @@ test('[TEMPLATE_FLOW]: add placeholder', async ({ page }) => {
   // Advanced settings should not be visible for non EE users.
   await expect(page.getByLabel('Show advanced settings')).toBeHidden();
 });
-
-test('[TEMPLATE_FLOW]: duplicate recipients', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Recipient');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Recipient');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-});
-
-test('[TEMPLATE_FLOW]: same email different roles', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add a signer
-  await page.getByPlaceholder('Email').fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').fill('Documenso Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add an approver
-  await page.getByPlaceholder('Email').nth(1).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add a viewer
-  await page.getByPlaceholder('Email').nth(2).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Add a CC
-  await page.getByPlaceholder('Email').nth(3).fill('recipient@documenso.com');
-  await page.getByPlaceholder('Name').nth(3).fill('Documenso Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-});
-
-test('[TEMPLATE_FLOW]: mixed recipients', async ({ page }) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // First recipient (unique)
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('First Recipient');
-  await page.getByRole('combobox').click();
-  await page.getByLabel('Needs to approve').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Second recipient (duplicate of first)
-  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('First Recipient');
-  await page.getByRole('combobox').nth(1).click();
-  await page.getByLabel('Needs to view').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Third recipient (unique)
-  await page.getByPlaceholder('Email').nth(2).fill('recipient2@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Second Recipient');
-  await page.getByRole('combobox').nth(2).click();
-  await page.getByLabel('Needs to sign').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Fourth recipient (duplicate of first)
-  await page.getByPlaceholder('Email').nth(3).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(3).fill('First Recipient');
-  await page.getByRole('combobox').nth(3).click();
-  await page.getByLabel('Receives copy').click();
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  // Fifth recipient (unique)
-  await page.getByPlaceholder('Email').nth(4).fill('recipient3@documenso.com');
-  await page.getByPlaceholder('Name').nth(4).fill('Third Recipient');
-  await page.getByRole('combobox').nth(4).click();
-  await page.getByLabel('Needs to sign').click();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Go Back' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-});

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

@@ -110,13 +110,14 @@ test('[TEMPLATE]: should create a document from a template', async ({ page }) =>
   await page.getByRole('button', { name: 'Save template' }).click();
 
   // Use template
-  await page.waitForURL('**/templates');
+  await page.waitForURL('/templates');
   await page.getByRole('button', { name: 'Use Template' }).click();
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct values.
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -249,8 +250,9 @@ test('[TEMPLATE]: should create a team document from a team template', async ({
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct values.
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -351,8 +353,9 @@ test('[TEMPLATE]: should create a document from a template with custom document'
     await page.getByRole('button', { name: 'Create as draft' }).click();
 
     // Review that the document was created with the custom document data
-    await page.waitForURL(/\/documents\/\d+/);
-    const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+    await page.waitForURL(/documents/);
+
+    const documentId = Number(page.url().split('/').pop());
 
     const document = await prisma.document.findFirstOrThrow({
       where: {
@@ -431,8 +434,9 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
     await page.getByRole('button', { name: 'Create as draft' }).click();
 
     // Review that the document was created with the custom document data
-    await page.waitForURL(/\/documents\/\d+/);
-    const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+    await page.waitForURL(/documents/);
+
+    const documentId = Number(page.url().split('/').pop());
 
     const document = await prisma.document.findFirstOrThrow({
       where: {
@@ -496,8 +500,9 @@ test('[TEMPLATE]: should create a document from a template using template docume
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the template's document data
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -586,8 +591,9 @@ test('[TEMPLATE]: should persist document visibility when creating from template
   await page.getByRole('button', { name: 'Create as draft' }).click();
 
   // Review that the document was created with the correct visibility
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
 
   const document = await prisma.document.findFirstOrThrow({
     where: {
@@ -610,368 +616,3 @@ test('[TEMPLATE]: should persist document visibility when creating from template
   // Template should not be visible to regular member
   await expect(page.getByRole('button', { name: 'Use Template' })).not.toBeVisible();
 });
-
-/**
- * This test verifies that we can create a document from a template with duplicate recipients
- **/
-test('[TEMPLATE]: should create a document from a template with duplicate recipients', async ({
-  page,
-}) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  const isBillingEnabled =
-    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
-
-  await seedUserSubscription({
-    userId: user.id,
-    priceId: enterprisePriceId,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  // Set template title.
-  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
-
-  // Set template document access.
-  await page.getByTestId('documentAccessSelectValue').click();
-  await page.getByLabel('Require account').getByText('Require account').click();
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  // Set EE action auth.
-  if (isBillingEnabled) {
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-  }
-
-  // Set email options.
-  await page.getByRole('button', { name: 'Email Options' }).click();
-  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
-  await page.getByLabel('Message (Optional)').fill('MESSAGE');
-
-  // Set advanced options.
-  await page.getByRole('button', { name: 'Advanced Options' }).click();
-  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
-  await page.getByLabel('DD/MM/YYYY').click();
-
-  await page.locator('.time-zone-field').click();
-  await page.getByRole('option', { name: 'Etc/UTC' }).click();
-  await page.getByLabel('Redirect URL').fill('https://documenso.com');
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add 2 signers.
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-  await page.getByPlaceholder('Email').nth(1).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Recipient 1');
-
-  // Apply require passkey for Recipient 1.
-  if (isBillingEnabled) {
-    await page.getByLabel('Show advanced settings').check();
-    await page.getByRole('combobox').first().click();
-    await page.getByLabel('Require passkey').click();
-  }
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for each recipient
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).nth(1).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save template' }).click();
-
-  // Use template
-  await page.waitForURL('**/templates');
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create as draft' }).click();
-
-  // Review that the document was created with the correct values.
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
-
-  const document = await prisma.document.findFirstOrThrow({
-    where: {
-      id: documentId,
-    },
-    include: {
-      recipients: true,
-      documentMeta: true,
-    },
-  });
-
-  const documentAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  expect(document.title).toEqual('TEMPLATE_TITLE');
-  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
-  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
-    isBillingEnabled ? 'PASSKEY' : null,
-  );
-  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
-  expect(document.documentMeta?.message).toEqual('MESSAGE');
-  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
-  expect(document.documentMeta?.subject).toEqual('SUBJECT');
-  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
-
-  const recipientOne = document.recipients[0];
-  const recipientTwo = document.recipients[1];
-
-  const recipientOneAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientOne.authOptions,
-  });
-
-  const recipientTwoAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: recipientTwo.authOptions,
-  });
-
-  if (isBillingEnabled) {
-    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
-  }
-
-  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-
-  await page.getByRole('link', { name: 'Edit' }).click();
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await expect(page.getByText('SignatureRE').first()).toBeVisible();
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'recipient1@documenso.com' }).nth(1).click();
-
-  await expect(page.getByText('SignatureRE').nth(1)).toBeVisible();
-});
-
-/**
- * This test verifies that we can create a document from a template with a mix of duplicate and unique recipients
- **/
-test('[TEMPLATE]: should create a document from a template with mixed duplicate and unique recipients', async ({
-  page,
-}) => {
-  const user = await seedUser();
-  const template = await seedBlankTemplate(user);
-
-  const isBillingEnabled =
-    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
-
-  await seedUserSubscription({
-    userId: user.id,
-    priceId: enterprisePriceId,
-  });
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/templates/${template.id}/edit`,
-  });
-
-  // Set template title.
-  await page.getByLabel('Title').fill('TEMPLATE_MIXED_RECIPIENTS');
-
-  // Set template document access.
-  await page.getByTestId('documentAccessSelectValue').click();
-  await page.getByLabel('Require account').getByText('Require account').click();
-  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-
-  // Set EE action auth.
-  if (isBillingEnabled) {
-    await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require passkey').getByText('Require passkey').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
-  }
-
-  // Set email options.
-  await page.getByRole('button', { name: 'Email Options' }).click();
-  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
-  await page.getByLabel('Message (Optional)').fill('MESSAGE');
-
-  // Set advanced options.
-  await page.getByRole('button', { name: 'Advanced Options' }).click();
-  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
-  await page.getByLabel('DD/MM/YYYY').click();
-
-  await page.locator('.time-zone-field').click();
-  await page.getByRole('option', { name: 'Etc/UTC' }).click();
-  await page.getByLabel('Redirect URL').fill('https://documenso.com');
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
-
-  // Add 4 signers: 2 duplicates of recipient1 and 2 unique recipients
-  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
-  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(2).fill('recipient1@documenso.com');
-  await page.getByPlaceholder('Name').nth(2).fill('Recipient 1');
-  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
-
-  await page.getByPlaceholder('Email').nth(3).fill('recipient3@documenso.com');
-  await page.getByPlaceholder('Name').nth(3).fill('Recipient 3');
-
-  // Apply require passkey for first instance of Recipient 1
-  if (isBillingEnabled) {
-    await page.getByLabel('Show advanced settings').check();
-    await page.getByRole('combobox').first().click();
-    await page.getByLabel('Require passkey').click();
-  }
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  // Add signature fields for each recipient
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 200,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).nth(1).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 300,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'Recipient 3 (recipient3@documenso.com)' }).click();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 400,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Save template' }).click();
-
-  // Use template
-  await page.waitForURL('**/templates');
-  await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create as draft' }).click();
-
-  // Review that the document was created with the correct values.
-  await page.waitForURL(/\/documents\/\d+/);
-  const documentId = Number(page.url().match(/\/documents\/(\d+)/)?.[1]);
-
-  const document = await prisma.document.findFirstOrThrow({
-    where: {
-      id: documentId,
-    },
-    include: {
-      recipients: {
-        orderBy: {
-          email: 'asc',
-        },
-      },
-      documentMeta: true,
-    },
-  });
-
-  const documentAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  expect(document.title).toEqual('TEMPLATE_MIXED_RECIPIENTS');
-  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
-  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
-    isBillingEnabled ? 'PASSKEY' : null,
-  );
-  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
-  expect(document.documentMeta?.message).toEqual('MESSAGE');
-  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
-  expect(document.documentMeta?.subject).toEqual('SUBJECT');
-  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
-
-  // Check auth settings for first instance of recipient1
-  const firstRecipientOne = document.recipients[0];
-  const firstRecipientOneAuth = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-    recipientAuth: firstRecipientOne.authOptions,
-  });
-
-  if (isBillingEnabled) {
-    expect(firstRecipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
-  }
-
-  expect(firstRecipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
-
-  await page.getByRole('link', { name: 'Edit' }).click();
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await expect(page.getByText('SignatureRE').first()).toBeVisible();
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'recipient2@documenso.com' }).click();
-  await expect(page.getByText('SignatureRE').nth(1)).toBeVisible();
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'recipient1@documenso.com' }).nth(1).click();
-  await expect(page.getByText('SignatureRE').nth(2)).toBeVisible();
-
-  await page.getByRole('combobox').click();
-  await page.getByRole('option', { name: 'recipient3@documenso.com' }).click();
-  await expect(page.getByText('SignatureRE').nth(3)).toBeVisible();
-});

packages/lib/server-only/document/self-sign-document.ts

@@ -0,0 +1,177 @@
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus, RecipientRole, SendStatus, SigningStatus } from '@documenso/prisma/client';
+
+import { jobs } from '../../jobs/client';
+import { getFile } from '../../universal/upload/get-file';
+import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
+
+export type SelfSignDocumentOptions = {
+  documentId: number;
+  userId: number;
+  teamId?: number;
+  requestMetadata?: ApiRequestMetadata;
+};
+
+export const selfSignDocument = async ({
+  documentId,
+  userId,
+  teamId,
+  requestMetadata,
+}: SelfSignDocumentOptions) => {
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    select: {
+      id: true,
+      name: true,
+      email: true,
+    },
+  });
+
+  const document = await prisma.document.findUnique({
+    where: {
+      id: documentId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+    include: {
+      recipients: {
+        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
+      },
+      documentMeta: true,
+      documentData: true,
+    },
+  });
+
+  if (!document) {
+    throw new Error('Document not found');
+  }
+
+  if (document.recipients.length === 0) {
+    throw new Error('Document has no recipients');
+  }
+
+  if (document.recipients.length !== 1 || document.recipients[0].email !== user.email) {
+    throw new Error('Invalid document for self-signing');
+  }
+
+  if (document.status === DocumentStatus.COMPLETED) {
+    throw new Error('Can not sign completed document');
+  }
+
+  const { documentData } = document;
+
+  if (!documentData || !documentData.data) {
+    throw new Error('Document data not found');
+  }
+
+  if (document.formValues) {
+    const file = await getFile(documentData);
+
+    const prefilled = await insertFormValuesInPdf({
+      pdf: Buffer.from(file),
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      formValues: document.formValues as Record<string, string | number | boolean>,
+    });
+
+    const newDocumentData = await putPdfFile({
+      name: document.title,
+      type: 'application/pdf',
+      arrayBuffer: async () => Promise.resolve(prefilled),
+    });
+
+    const result = await prisma.document.update({
+      where: {
+        id: document.id,
+      },
+      data: {
+        documentDataId: newDocumentData.id,
+      },
+    });
+
+    Object.assign(document, result);
+  }
+
+  const recipientHasNoActionToTake =
+    document.recipients[0].role === RecipientRole.CC ||
+    document.recipients[0].signingStatus === SigningStatus.SIGNED;
+
+  if (recipientHasNoActionToTake) {
+    await jobs.triggerJob({
+      name: 'internal.seal-document',
+      payload: {
+        documentId,
+        requestMetadata: requestMetadata?.requestMetadata,
+      },
+    });
+
+    return await prisma.document.findFirstOrThrow({
+      where: {
+        id: documentId,
+      },
+      include: {
+        recipients: true,
+      },
+    });
+  }
+
+  const updatedDocument = await prisma.$transaction(async (tx) => {
+    if (document.status === DocumentStatus.DRAFT) {
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN,
+          documentId: document.id,
+          requestMetadata: requestMetadata?.requestMetadata,
+          user,
+          data: {
+            recipientId: document.recipients[0].id,
+            recipientEmail: document.recipients[0].email,
+            recipientName: document.recipients[0].name,
+            recipientRole: document.recipients[0].role,
+          },
+        }),
+      });
+    }
+
+    await tx.recipient.update({
+      where: {
+        id: document.recipients[0].id,
+      },
+      data: {
+        sendStatus: SendStatus.SENT,
+      },
+    });
+
+    return await tx.document.update({
+      where: {
+        id: documentId,
+      },
+      data: {
+        status: DocumentStatus.PENDING,
+      },
+      include: {
+        recipients: true,
+      },
+    });
+  });
+
+  return updatedDocument;
+};

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

@@ -94,7 +94,7 @@ export const sendDocument = async ({
 
   const { documentData } = document;
 
-  if (!documentData.data) {
+  if (!documentData || !documentData.data) {
     throw new Error('Document data not found');
   }
 

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

@@ -72,22 +72,6 @@ export const setFieldsForDocument = async ({
     });
   }
 
-  // Check that every signer has a signature field
-  const signers = document.recipients.filter((recipient) => recipient.role === 'SIGNER');
-  const hasEverySignerSignature = signers.every((signer) =>
-    fields.some(
-      (field) =>
-        (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
-        field.recipientId === signer.id,
-    ),
-  );
-
-  if (!hasEverySignerSignature) {
-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message: 'Every signer must have at least one signature field',
-    });
-  }
-
   if (document.completedAt) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
       message: 'Document already complete',
@@ -110,7 +94,9 @@ export const setFieldsForDocument = async ({
   const linkedFields = fields.map((field) => {
     const existing = existingFields.find((existingField) => existingField.id === field.id);
 
-    const recipient = document.recipients.find((recipient) => recipient.id === field.recipientId);
+    const recipient = document.recipients.find(
+      (recipient) => recipient.email.toLowerCase() === field.signerEmail.toLowerCase(),
+    );
 
     // Each field MUST have a recipient associated with it.
     if (!recipient) {
@@ -250,8 +236,10 @@ export const setFieldsForDocument = async ({
             },
             recipient: {
               connect: {
-                documentId,
-                id: field.recipientId,
+                documentId_email: {
+                  documentId,
+                  email: fieldSignerEmail,
+                },
               },
             },
           },
@@ -352,7 +340,6 @@ type FieldData = {
   id?: number | null;
   type: FieldType;
   signerEmail: string;
-  recipientId: number;
   pageNumber: number;
   pageX: number;
   pageY: number;

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

@@ -22,7 +22,6 @@ export type SetFieldsForTemplateOptions = {
   fields: {
     id?: number | null;
     type: FieldType;
-    signerId: number;
     signerEmail: string;
     pageNumber: number;
     pageX: number;
@@ -58,29 +57,12 @@ export const setFieldsForTemplate = async ({
             teamId: null,
           }),
     },
-    include: {
-      recipients: true,
-    },
   });
 
   if (!template) {
     throw new Error('Template not found');
   }
 
-  // Check that every signer has a signature field
-  const signers = template.recipients.filter((recipient) => recipient.role === 'SIGNER');
-  const hasEverySignerSignature = signers.every((signer) =>
-    fields.some(
-      (field) =>
-        (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
-        field.signerId === signer.id,
-    ),
-  );
-
-  if (!hasEverySignerSignature) {
-    throw new Error('Every signer must have at least one signature field');
-  }
-
   const existingFields = await prisma.field.findMany({
     where: {
       templateId,
@@ -198,8 +180,10 @@ export const setFieldsForTemplate = async ({
           },
           recipient: {
             connect: {
-              templateId,
-              id: field.signerId,
+              templateId_email: {
+                templateId,
+                email: field.signerEmail.toLowerCase(),
+              },
             },
           },
         },

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

@@ -125,12 +125,16 @@ export const setDocumentRecipients = async ({
 
   const removedRecipients = existingRecipients.filter(
     (existingRecipient) =>
-      !normalizedRecipients.find((recipient) => recipient.id === existingRecipient.id),
+      !normalizedRecipients.find(
+        (recipient) =>
+          recipient.id === existingRecipient.id || recipient.email === existingRecipient.email,
+      ),
   );
 
   const linkedRecipients = normalizedRecipients.map((recipient) => {
     const existing = existingRecipients.find(
-      (existingRecipient) => existingRecipient.id === recipient.id,
+      (existingRecipient) =>
+        existingRecipient.id === recipient.id || existingRecipient.email === recipient.email,
     );
 
     if (

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

@@ -103,7 +103,10 @@ export const setTemplateRecipients = async ({
 
   const removedRecipients = existingRecipients.filter(
     (existingRecipient) =>
-      !normalizedRecipients.find((recipient) => recipient.id === existingRecipient.id),
+      !normalizedRecipients.find(
+        (recipient) =>
+          recipient.id === existingRecipient.id || recipient.email === existingRecipient.email,
+      ),
   );
 
   if (template.directLink !== null) {
@@ -130,10 +133,14 @@ export const setTemplateRecipients = async ({
 
   const linkedRecipients = normalizedRecipients.map((recipient) => {
     const existing = existingRecipients.find(
-      (existingRecipient) => existingRecipient.id === recipient.id,
+      (existingRecipient) =>
+        existingRecipient.id === recipient.id || existingRecipient.email === recipient.email,
     );
 
-    return { ...recipient, _persisted: existing };
+    return {
+      ...recipient,
+      _persisted: existing,
+    };
   });
 
   const persistedRecipients = await prisma.$transaction(async (tx) => {

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

@@ -141,8 +141,10 @@ export const createDocumentFromTemplateLegacy = async ({
 
         return await prisma.recipient.upsert({
           where: {
-            documentId: document.id,
-            id: existingRecipient?.id,
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
           },
           update: {
             name: recipient.name,

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

@@ -256,21 +256,10 @@ export const createDocumentFromTemplate = async ({
       },
     });
 
-    const recipientMapping = new Map<number, number>();
-
-    template.recipients.forEach((templateRecipient, index) => {
-      const documentRecipient = document.recipients[index];
-
-      if (documentRecipient) {
-        recipientMapping.set(templateRecipient.id, documentRecipient.id);
-      }
-    });
-
     let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
 
-    finalRecipients.forEach(({ templateRecipientId, fields }) => {
-      const documentRecipientId = recipientMapping.get(templateRecipientId);
-      const recipient = document.recipients.find((r) => r.id === documentRecipientId);
+    Object.values(finalRecipients).forEach(({ email, fields }) => {
+      const recipient = document.recipients.find((recipient) => recipient.email === email);
 
       if (!recipient) {
         throw new Error('Recipient not found.');

packages/lib/types/document-audit-logs.ts

@@ -13,6 +13,7 @@ import { ZRecipientAccessAuthTypesSchema, ZRecipientActionAuthTypesSchema } from
 export const ZDocumentAuditLogTypeSchema = z.enum([
   // Document actions.
   'EMAIL_SENT',
+  'SELF_SIGN',
 
   // Document modification events.
   'FIELD_CREATED',
@@ -181,6 +182,14 @@ export const ZDocumentAuditLogEventEmailSentSchema = z.object({
   }),
 });
 
+/**
+ * Event: Self sign
+ */
+export const ZDocumentAuditLogSelfSignSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN),
+  data: ZBaseRecipientDataSchema,
+});
+
 /**
  * Event: Document completed.
  */
@@ -566,6 +575,7 @@ export const ZDocumentAuditLogBaseSchema = z.object({
 export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
   z.union([
     ZDocumentAuditLogEventEmailSentSchema,
+    ZDocumentAuditLogSelfSignSchema,
     ZDocumentAuditLogEventDocumentCompletedSchema,
     ZDocumentAuditLogEventDocumentCreatedSchema,
     ZDocumentAuditLogEventDocumentDeletedSchema,

packages/lib/utils/document-audit-logs.ts

@@ -369,16 +369,6 @@ export const formatDocumentAuditLogAction = (
         identified: result,
       };
     })
-    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => {
-      const userName = prefix || _(msg`Recipient`);
-
-      const result = msg`${userName} rejected the document`;
-
-      return {
-        anonymous: result,
-        identified: result,
-      };
-    })
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => ({
       anonymous: data.isResending ? msg`Email resent` : msg`Email sent`,
       identified: data.isResending
@@ -389,6 +379,14 @@ export const formatDocumentAuditLogAction = (
       anonymous: msg`Document completed`,
       identified: msg`Document completed`,
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, () => ({
+      anonymous: msg`Self-signed document`,
+      identified: msg`${prefix} self-signed the document`,
+    }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => ({
+      anonymous: msg`Document rejected`,
+      identified: msg`${prefix} rejected the document: ${data.reason}`,
+    }))
     .exhaustive();
 
   return {

packages/prisma/migrations/20250205122523_remove_unique_email_recipient/migration.sql

@@ -1,2 +0,0 @@
--- DropIndex
-DROP INDEX "Recipient_documentId_email_key";

packages/prisma/migrations/20250206120241_add_email_index_recipient_model/migration.sql

@@ -1,5 +0,0 @@
--- DropIndex
-DROP INDEX "Recipient_templateId_email_key";
-
--- CreateIndex
-CREATE INDEX "Recipient_email_idx" ON "Recipient"("email");

packages/prisma/schema.prisma

@@ -443,10 +443,11 @@ model Recipient {
   fields            Field[]
   signatures        Signature[]
 
+  @@unique([documentId, email])
+  @@unique([templateId, email])
   @@index([documentId])
   @@index([templateId])
   @@index([token])
-  @@index([email])
 }
 
 enum FieldType {

packages/prisma/seed/initial-seed.ts

@@ -5,18 +5,6 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
 
 import { prisma } from '..';
 import { DocumentDataType, DocumentSource, Role, TeamMemberRole } from '../client';
-import { seedPendingDocument } from './documents';
-import { seedDirectTemplate, seedTemplate } from './templates';
-
-const createDocumentData = async ({ documentData }: { documentData: string }) => {
-  return prisma.documentData.create({
-    data: {
-      type: DocumentDataType.BYTES_64,
-      data: documentData,
-      initialData: documentData,
-    },
-  });
-};
 
 export const seedDatabase = async () => {
   const examplePdf = fs
@@ -51,80 +39,35 @@ export const seedDatabase = async () => {
     update: {},
   });
 
-  for (let i = 1; i <= 4; i++) {
-    const documentData = await createDocumentData({ documentData: examplePdf });
-
-    await prisma.document.create({
-      data: {
-        source: DocumentSource.DOCUMENT,
-        title: `Example Document ${i}`,
-        documentDataId: documentData.id,
-        userId: exampleUser.id,
-        recipients: {
-          create: {
-            name: String(adminUser.name),
-            email: adminUser.email,
-            token: Math.random().toString(36).slice(2, 9),
-          },
-        },
-      },
-    });
-  }
-
-  for (let i = 1; i <= 4; i++) {
-    const documentData = await createDocumentData({ documentData: examplePdf });
-
-    await prisma.document.create({
-      data: {
-        source: DocumentSource.DOCUMENT,
-        title: `Document ${i}`,
-        documentDataId: documentData.id,
-        userId: adminUser.id,
-        recipients: {
-          create: {
-            name: String(exampleUser.name),
-            email: exampleUser.email,
-            token: Math.random().toString(36).slice(2, 9),
-          },
-        },
-      },
-    });
-  }
-
-  await seedPendingDocument(exampleUser, [adminUser], {
-    key: 'example-pending',
-    createDocumentOptions: {
-      title: 'Pending Document',
+  const examplePdfData = await prisma.documentData.upsert({
+    where: {
+      id: 'clmn0kv5k0000pe04vcqg5zla',
     },
+    create: {
+      id: 'clmn0kv5k0000pe04vcqg5zla',
+      type: DocumentDataType.BYTES_64,
+      data: examplePdf,
+      initialData: examplePdf,
+    },
+    update: {},
   });
 
-  await seedPendingDocument(adminUser, [exampleUser], {
-    key: 'admin-pending',
-    createDocumentOptions: {
-      title: 'Pending Document',
+  await prisma.document.create({
+    data: {
+      source: DocumentSource.DOCUMENT,
+      title: 'Example Document',
+      documentDataId: examplePdfData.id,
+      userId: exampleUser.id,
+      recipients: {
+        create: {
+          name: String(adminUser.name),
+          email: adminUser.email,
+          token: Math.random().toString(36).slice(2, 9),
+        },
+      },
     },
   });
 
-  await Promise.all([
-    seedTemplate({
-      title: 'Template 1',
-      userId: exampleUser.id,
-    }),
-    seedDirectTemplate({
-      title: 'Direct Template 1',
-      userId: exampleUser.id,
-    }),
-
-    seedTemplate({
-      title: 'Template 1',
-      userId: adminUser.id,
-    }),
-    seedDirectTemplate({
-      title: 'Direct Template 1',
-      userId: adminUser.id,
-    }),
-  ]);
-
   const testUsers = [
     'test@documenso.com',
     'test2@documenso.com',

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

@@ -20,6 +20,7 @@ import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/
 import { moveDocumentToTeam } from '@documenso/lib/server-only/document/move-document-to-team';
 import { resendDocument } from '@documenso/lib/server-only/document/resend-document';
 import { searchDocumentsWithKeyword } from '@documenso/lib/server-only/document/search-documents-with-keyword';
+import { selfSignDocument } from '@documenso/lib/server-only/document/self-sign-document';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { symmetricEncrypt } from '@documenso/lib/universal/crypto';
@@ -50,6 +51,7 @@ import {
   ZMoveDocumentToTeamSchema,
   ZResendDocumentMutationSchema,
   ZSearchDocumentsMutationSchema,
+  ZSelfSignDocumentMutationSchema,
   ZSetPasswordForDocumentMutationSchema,
   ZSetSigningOrderForDocumentMutationSchema,
   ZSuccessResponseSchema,
@@ -467,6 +469,28 @@ export const documentRouter = router({
       });
     }),
 
+  selfSignDocument: authenticatedProcedure
+    .input(ZSelfSignDocumentMutationSchema)
+    .mutation(async ({ input, ctx }) => {
+      try {
+        const { documentId, teamId } = input;
+
+        return await selfSignDocument({
+          userId: ctx.user.id,
+          documentId,
+          teamId,
+          requestMetadata: ctx.metadata,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to self sign this document. Please try again later.',
+        });
+      }
+    }),
+
   /**
    * @public
    *

packages/trpc/server/document-router/schema.ts

@@ -192,6 +192,14 @@ export const ZCreateDocumentV2RequestSchema = z.object({
           .optional(),
       }),
     )
+    .refine(
+      (recipients) => {
+        const emails = recipients.map((recipient) => recipient.email);
+
+        return new Set(emails).size === emails.length;
+      },
+      { message: 'Recipients must have unique emails' },
+    )
     .optional(),
   meta: z
     .object({
@@ -285,6 +293,11 @@ export const ZDistributeDocumentRequestSchema = z.object({
     .optional(),
 });
 
+export const ZSelfSignDocumentMutationSchema = z.object({
+  documentId: z.number(),
+  teamId: z.number().optional(),
+});
+
 export const ZDistributeDocumentResponseSchema = ZDocumentLiteSchema;
 
 export const ZSetPasswordForDocumentMutationSchema = z.object({

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

@@ -232,9 +232,8 @@ export const fieldRouter = router({
         teamId,
         fields: fields.map((field) => ({
           id: field.nativeId,
-          recipientId: field.recipientId,
-          type: field.type,
           signerEmail: field.signerEmail,
+          type: field.type,
           pageNumber: field.pageNumber,
           pageX: field.pageX,
           pageY: field.pageY,
@@ -430,7 +429,6 @@ export const fieldRouter = router({
         teamId,
         fields: fields.map((field) => ({
           id: field.nativeId,
-          signerId: field.recipientId,
           signerEmail: field.signerEmail,
           type: field.type,
           pageNumber: field.pageNumber,

packages/trpc/server/field-router/schema.ts

@@ -112,15 +112,13 @@ export const ZSetDocumentFieldsRequestSchema = z.object({
     z.object({
       formId: z.string().min(1),
       nativeId: z.number().optional(),
-      id: z.number().optional(),
       type: z.nativeEnum(FieldType),
-      recipientId: z.number(),
       signerEmail: z.string().min(1),
-      pageNumber: ZFieldPageNumberSchema,
-      pageX: ZFieldPageXSchema,
-      pageY: ZFieldPageYSchema,
-      pageWidth: ZFieldWidthSchema,
-      pageHeight: ZFieldHeightSchema,
+      pageNumber: z.number().min(1),
+      pageX: z.number().min(0),
+      pageY: z.number().min(0),
+      pageWidth: z.number().min(0),
+      pageHeight: z.number().min(0),
       fieldMeta: ZFieldMetaSchema,
     }),
   ),
@@ -138,8 +136,6 @@ export const ZSetFieldsForTemplateRequestSchema = z.object({
       nativeId: z.number().optional(),
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
-      recipientId: z.number().min(1),
-      signerId: z.number().min(1),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),

packages/trpc/server/recipient-router/schema.ts

@@ -49,7 +49,16 @@ export const ZCreateDocumentRecipientResponseSchema = ZRecipientLiteSchema;
 
 export const ZCreateDocumentRecipientsRequestSchema = z.object({
   documentId: z.number(),
-  recipients: z.array(ZCreateRecipientSchema),
+  recipients: z.array(ZCreateRecipientSchema).refine(
+    (recipients) => {
+      const emails = recipients.map((recipient) => recipient.email.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    {
+      message: 'Recipients must have unique emails',
+    },
+  ),
 });
 
 export const ZCreateDocumentRecipientsResponseSchema = z.object({
@@ -65,7 +74,18 @@ export const ZUpdateDocumentRecipientResponseSchema = ZRecipientSchema;
 
 export const ZUpdateDocumentRecipientsRequestSchema = z.object({
   documentId: z.number(),
-  recipients: z.array(ZUpdateRecipientSchema),
+  recipients: z.array(ZUpdateRecipientSchema).refine(
+    (recipients) => {
+      const emails = recipients
+        .filter((recipient) => recipient.email !== undefined)
+        .map((recipient) => recipient.email?.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    {
+      message: 'Recipients must have unique emails',
+    },
+  ),
 });
 
 export const ZUpdateDocumentRecipientsResponseSchema = z.object({
@@ -76,19 +96,29 @@ export const ZDeleteDocumentRecipientRequestSchema = z.object({
   recipientId: z.number(),
 });
 
-export const ZSetDocumentRecipientsRequestSchema = z.object({
-  documentId: z.number(),
-  recipients: z.array(
-    z.object({
-      nativeId: z.number().optional(),
-      email: z.string().toLowerCase().email().min(1),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-      signingOrder: z.number().optional(),
-      actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
-    }),
-  ),
-});
+export const ZSetDocumentRecipientsRequestSchema = z
+  .object({
+    documentId: z.number(),
+    recipients: z.array(
+      z.object({
+        nativeId: z.number().optional(),
+        email: z.string().toLowerCase().email().min(1),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+        signingOrder: z.number().optional(),
+        actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
+      }),
+    ),
+  })
+  .refine(
+    (schema) => {
+      const emails = schema.recipients.map((recipient) => recipient.email.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    // Dirty hack to handle errors when .root is populated for an array type
+    { message: 'Recipients must have unique emails', path: ['recipients__root'] },
+  );
 
 export const ZSetDocumentRecipientsResponseSchema = z.object({
   recipients: ZRecipientLiteSchema.array(),
@@ -103,7 +133,16 @@ export const ZCreateTemplateRecipientResponseSchema = ZRecipientLiteSchema;
 
 export const ZCreateTemplateRecipientsRequestSchema = z.object({
   templateId: z.number(),
-  recipients: z.array(ZCreateRecipientSchema),
+  recipients: z.array(ZCreateRecipientSchema).refine(
+    (recipients) => {
+      const emails = recipients.map((recipient) => recipient.email);
+
+      return new Set(emails).size === emails.length;
+    },
+    {
+      message: 'Recipients must have unique emails',
+    },
+  ),
 });
 
 export const ZCreateTemplateRecipientsResponseSchema = z.object({
@@ -119,7 +158,18 @@ export const ZUpdateTemplateRecipientResponseSchema = ZRecipientSchema;
 
 export const ZUpdateTemplateRecipientsRequestSchema = z.object({
   templateId: z.number(),
-  recipients: z.array(ZUpdateRecipientSchema),
+  recipients: z.array(ZUpdateRecipientSchema).refine(
+    (recipients) => {
+      const emails = recipients
+        .filter((recipient) => recipient.email !== undefined)
+        .map((recipient) => recipient.email);
+
+      return new Set(emails).size === emails.length;
+    },
+    {
+      message: 'Recipients must have unique emails',
+    },
+  ),
 });
 
 export const ZUpdateTemplateRecipientsResponseSchema = z.object({
@@ -130,19 +180,29 @@ export const ZDeleteTemplateRecipientRequestSchema = z.object({
   recipientId: z.number(),
 });
 
-export const ZSetTemplateRecipientsRequestSchema = z.object({
-  templateId: z.number(),
-  recipients: z.array(
-    z.object({
-      nativeId: z.number().optional(),
-      email: z.string().toLowerCase().email().min(1),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-      signingOrder: z.number().optional(),
-      actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
-    }),
-  ),
-});
+export const ZSetTemplateRecipientsRequestSchema = z
+  .object({
+    templateId: z.number(),
+    recipients: z.array(
+      z.object({
+        nativeId: z.number().optional(),
+        email: z.string().toLowerCase().email().min(1),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+        signingOrder: z.number().optional(),
+        actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
+      }),
+    ),
+  })
+  .refine(
+    (schema) => {
+      const emails = schema.recipients.map((recipient) => recipient.email);
+
+      return new Set(emails).size === emails.length;
+    },
+    // Dirty hack to handle errors when .root is populated for an array type
+    { message: 'Recipients must have unique emails', path: ['recipients__root'] },
+  );
 
 export const ZSetTemplateRecipientsResponseSchema = z.object({
   recipients: ZRecipientLiteSchema.array(),

packages/trpc/server/template-router/schema.ts

@@ -51,7 +51,12 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
         name: z.string().optional(),
       }),
     )
-    .describe('The information of the recipients to create the document with.'),
+    .describe('The information of the recipients to create the document with.')
+    .refine((recipients) => {
+      const emails = recipients.map((signer) => signer.email);
+
+      return new Set(emails).size === emails.length;
+    }, 'Recipients must have unique emails'),
   distributeDocument: z
     .boolean()
     .describe('Whether to create the document as pending and distribute it to recipients.')

packages/ui/primitives/document-flow/add-fields.tsx

@@ -21,6 +21,7 @@ import {
   Type,
   User,
 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
 import { prop, sortBy } from 'remeda';
@@ -92,7 +93,6 @@ export type FieldFormType = {
   pageY: number;
   pageWidth: number;
   pageHeight: number;
-  recipientId: number;
   signerEmail: string;
   fieldMeta?: FieldMeta;
 };
@@ -121,6 +121,7 @@ export const AddFieldsFormPartial = ({
   teamId,
 }: AddFieldsFormProps) => {
   const { toast } = useToast();
+  const { data: session } = useSession();
   const { _ } = useLingui();
 
   const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
@@ -144,7 +145,6 @@ export const AddFieldsFormPartial = ({
         pageY: Number(field.positionY),
         pageWidth: Number(field.width),
         pageHeight: Number(field.height),
-        recipientId: field.recipientId,
         signerEmail:
           recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
         fieldMeta: field.fieldMeta ? ZFieldMetaSchema.parse(field.fieldMeta) : undefined,
@@ -350,7 +350,6 @@ export const AddFieldsFormPartial = ({
         pageY,
         pageWidth: fieldPageWidth,
         pageHeight: fieldPageHeight,
-        recipientId: selectedSigner.id,
         signerEmail: selectedSigner.email,
         fieldMeta: undefined,
       };
@@ -444,7 +443,6 @@ export const AddFieldsFormPartial = ({
         const newField: TAddFieldsFormSchema['fields'][0] = {
           ...structuredClone(lastActiveField),
           formId: nanoid(12),
-          recipientId: selectedSigner?.id ?? lastActiveField.recipientId,
           signerEmail: selectedSigner?.email ?? lastActiveField.signerEmail,
           pageX: lastActiveField.pageX + 3,
           pageY: lastActiveField.pageY + 3,
@@ -453,7 +451,7 @@ export const AddFieldsFormPartial = ({
         append(newField);
       }
     },
-    [append, lastActiveField, selectedSigner?.id, selectedSigner?.email, toast],
+    [append, lastActiveField, selectedSigner?.email, toast],
   );
 
   const onFieldPaste = useCallback(
@@ -466,15 +464,13 @@ export const AddFieldsFormPartial = ({
         append({
           ...copiedField,
           formId: nanoid(12),
-          recipientId: selectedSigner?.id ?? copiedField.recipientId,
           signerEmail: selectedSigner?.email ?? copiedField.signerEmail,
-
           pageX: copiedField.pageX + 3,
           pageY: copiedField.pageY + 3,
         });
       }
     },
-    [append, fieldClipboard, selectedSigner?.id, selectedSigner?.email],
+    [append, fieldClipboard, selectedSigner?.email],
   );
 
   useEffect(() => {
@@ -564,6 +560,10 @@ export const AddFieldsFormPartial = ({
       );
   }, [recipientsByRole]);
 
+  const hasSameOwnerAsRecipient =
+    recipientsByRole.SIGNER.length === 1 &&
+    recipientsByRole.SIGNER[0].email === session?.user?.email;
+
   const handleAdvancedSettings = () => {
     setShowAdvancedSettings((prev) => !prev);
   };
@@ -573,7 +573,7 @@ export const AddFieldsFormPartial = ({
       localFields.some(
         (field) =>
           (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
-          field.recipientId === signer.id,
+          field.signerEmail === signer.email,
       ),
     );
 
@@ -643,7 +643,7 @@ export const AddFieldsFormPartial = ({
 
               {isDocumentPdfLoaded &&
                 localFields.map((field, index) => {
-                  const recipientIndex = recipients.findIndex((r) => r.id === field.recipientId);
+                  const recipientIndex = recipients.findIndex((r) => r.email === field.signerEmail);
                   const hasFieldError =
                     emptyCheckboxFields.find((f) => f.formId === field.formId) ||
                     emptyRadioFields.find((f) => f.formId === field.formId) ||
@@ -655,7 +655,7 @@ export const AddFieldsFormPartial = ({
                       recipientIndex={recipientIndex === -1 ? 0 : recipientIndex}
                       field={field}
                       disabled={
-                        selectedSigner?.id !== field.recipientId ||
+                        selectedSigner?.email !== field.signerEmail ||
                         !canRecipientBeModified(selectedSigner, fields)
                       }
                       minHeight={MIN_HEIGHT_PX}
@@ -1138,6 +1138,7 @@ export const AddFieldsFormPartial = ({
                 documentFlow.onBackStep?.();
               }}
               goBackLabel={canRenderBackButtonAsRemove ? msg`Remove` : undefined}
+              goNextLabel={hasSameOwnerAsRecipient ? msg`Sign` : undefined}
               onGoNextClick={handleGoNextClick}
             />
           </DocumentFlowFormContainerFooter>

packages/ui/primitives/document-flow/add-fields.types.ts

@@ -10,7 +10,6 @@ export const ZAddFieldsFormSchema = z.object({
       nativeId: z.number().optional(),
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
-      recipientId: z.number(),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),

packages/ui/primitives/document-flow/add-signers.types.ts

@@ -6,22 +6,34 @@ import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-a
 import { ZMapNegativeOneToUndefinedSchema } from './add-settings.types';
 import { DocumentSigningOrder, RecipientRole } from '.prisma/client';
 
-export const ZAddSignersFormSchema = z.object({
-  signers: z.array(
-    z.object({
-      formId: z.string().min(1),
-      nativeId: z.number().optional(),
-      email: z
-        .string()
-        .email({ message: msg`Invalid email`.id })
-        .min(1),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-      signingOrder: z.number().optional(),
-      actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(ZRecipientActionAuthTypesSchema.optional()),
-    }),
-  ),
-  signingOrder: z.nativeEnum(DocumentSigningOrder),
-});
+export const ZAddSignersFormSchema = z
+  .object({
+    signers: z.array(
+      z.object({
+        formId: z.string().min(1),
+        nativeId: z.number().optional(),
+        email: z
+          .string()
+          .email({ message: msg`Invalid email`.id })
+          .min(1),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+        signingOrder: z.number().optional(),
+        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+          ZRecipientActionAuthTypesSchema.optional(),
+        ),
+      }),
+    ),
+    signingOrder: z.nativeEnum(DocumentSigningOrder),
+  })
+  .refine(
+    (schema) => {
+      const emails = schema.signers.map((signer) => signer.email.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    // Dirty hack to handle errors when .root is populated for an array type
+    { message: msg`Signers must have unique emails`.id, path: ['signers__root'] },
+  );
 
 export type TAddSignersFormSchema = z.infer<typeof ZAddSignersFormSchema>;

packages/ui/primitives/document-flow/types.ts

@@ -8,14 +8,19 @@ import { FieldType } from '@documenso/prisma/client';
 export const ZDocumentFlowFormSchema = z.object({
   title: z.string().min(1),
 
-  signers: z.array(
-    z.object({
-      formId: z.string().min(1),
-      nativeId: z.number().optional(),
-      email: z.string().min(1).email(),
-      name: z.string(),
-    }),
-  ),
+  signers: z
+    .array(
+      z.object({
+        formId: z.string().min(1),
+        nativeId: z.number().optional(),
+        email: z.string().min(1).email(),
+        name: z.string(),
+      }),
+    )
+    .refine((signers) => {
+      const emails = signers.map((signer) => signer.email);
+      return new Set(emails).size === emails.length;
+    }, 'Signers must have unique emails'),
 
   fields: z.array(
     z.object({

packages/ui/primitives/template-flow/add-template-fields.tsx

@@ -60,7 +60,6 @@ import { getSignerColorStyles, useSignerColors } from '../../lib/signer-colors';
 import { Checkbox } from '../checkbox';
 import type { FieldFormType } from '../document-flow/add-fields';
 import { FieldAdvancedSettings } from '../document-flow/field-item-advanced-settings';
-import { MissingSignatureFieldDialog } from '../document-flow/missing-signature-field-dialog';
 import { Form, FormControl, FormField, FormItem, FormLabel } from '../form/form';
 import { useStep } from '../stepper';
 import type { TAddTemplateFieldsFormSchema } from './add-template-fields.types';
@@ -111,7 +110,6 @@ export const AddTemplateFieldsFormPartial = ({
   const [fieldClipboard, setFieldClipboard] = useState<
     TAddTemplateFieldsFormSchema['fields'][0] | null
   >(null);
-  const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
 
   const form = useForm<TAddTemplateFieldsFormSchema>({
     defaultValues: {
@@ -124,7 +122,6 @@ export const AddTemplateFieldsFormPartial = ({
         pageY: Number(field.positionY),
         pageWidth: Number(field.width),
         pageHeight: Number(field.height),
-        recipientId: field.recipientId ?? -1,
         signerId: field.recipientId ?? -1,
         signerEmail:
           recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
@@ -180,8 +177,6 @@ export const AddTemplateFieldsFormPartial = ({
           formId: nanoid(12),
           signerEmail: selectedSigner?.email ?? lastActiveField.signerEmail,
           signerId: selectedSigner?.id ?? lastActiveField.signerId,
-          recipientId:
-            selectedSigner?.id || lastActiveField.recipientId || lastActiveField.signerId || 0,
           signerToken: selectedSigner?.token ?? lastActiveField.signerToken,
           pageX: lastActiveField.pageX + 3,
           pageY: lastActiveField.pageY + 3,
@@ -206,29 +201,19 @@ export const AddTemplateFieldsFormPartial = ({
         event.preventDefault();
 
         const copiedField = structuredClone(fieldClipboard);
-        const signerIndex = recipients.findIndex((r) => r.id === selectedSigner?.id);
 
         append({
           ...copiedField,
           formId: nanoid(12),
           signerEmail: selectedSigner?.email ?? copiedField.signerEmail,
           signerId: selectedSigner?.id ?? copiedField.signerId,
-          recipientId: selectedSigner?.id || copiedField.recipientId || copiedField.signerId || 0,
           signerToken: selectedSigner?.token ?? copiedField.signerToken,
-          signerIndex: signerIndex >= 0 ? signerIndex : 0,
           pageX: copiedField.pageX + 3,
           pageY: copiedField.pageY + 3,
         });
       }
     },
-    [
-      append,
-      fieldClipboard,
-      selectedSigner?.email,
-      selectedSigner?.id,
-      selectedSigner?.token,
-      recipients,
-    ],
+    [append, fieldClipboard, selectedSigner?.email, selectedSigner?.id, selectedSigner?.token],
   );
 
   useHotkeys(['ctrl+c', 'meta+c'], (evt) => onFieldCopy(evt));
@@ -334,8 +319,6 @@ export const AddTemplateFieldsFormPartial = ({
       pageX -= fieldPageWidth / 2;
       pageY -= fieldPageHeight / 2;
 
-      const signerIndex = recipients.findIndex((r) => r.id === selectedSigner.id);
-
       append({
         formId: nanoid(12),
         type: selectedField,
@@ -346,17 +329,14 @@ export const AddTemplateFieldsFormPartial = ({
         pageHeight: fieldPageHeight,
         signerEmail: selectedSigner.email,
         signerId: selectedSigner.id,
-        recipientId:
-          selectedSigner.id || lastActiveField?.recipientId || lastActiveField?.signerId || 0,
         signerToken: selectedSigner.token ?? '',
-        signerIndex: signerIndex >= 0 ? signerIndex : 0,
         fieldMeta: undefined,
       });
 
       setIsFieldWithinBounds(false);
       setSelectedField(null);
     },
-    [append, isWithinPageBounds, selectedField, selectedSigner, getPage, recipients],
+    [append, isWithinPageBounds, selectedField, selectedSigner, getPage],
   );
 
   const onFieldResize = useCallback(
@@ -519,23 +499,6 @@ export const AddTemplateFieldsFormPartial = ({
     form.setValue('typedSignatureEnabled', value, { shouldDirty: true });
   };
 
-  const handleGoNextClick = () => {
-    const everySignerHasSignature = recipientsByRole.SIGNER.every((signer) =>
-      localFields.some(
-        (field) =>
-          (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) &&
-          field.recipientId === signer.id,
-      ),
-    );
-
-    if (!everySignerHasSignature) {
-      setIsMissingSignatureDialogVisible(true);
-      return;
-    }
-
-    void onFormSubmit();
-  };
-
   return (
     <>
       {showAdvancedSettings && currentField ? (
@@ -583,15 +546,14 @@ export const AddTemplateFieldsFormPartial = ({
               )}
 
               {localFields.map((field, index) => {
-                const recipientIndex =
-                  field.signerIndex ?? recipients.findIndex((r) => r.id === field.signerId);
+                const recipientIndex = recipients.findIndex((r) => r.email === field.signerEmail);
 
                 return (
                   <FieldItem
                     key={index}
-                    recipientIndex={recipientIndex >= 0 ? recipientIndex : 0}
+                    recipientIndex={recipientIndex === -1 ? 0 : recipientIndex}
                     field={field}
-                    disabled={selectedSigner?.id !== field.signerId}
+                    disabled={selectedSigner?.email !== field.signerEmail}
                     minHeight={MIN_HEIGHT_PX}
                     minWidth={MIN_WIDTH_PX}
                     defaultHeight={DEFAULT_HEIGHT_PX}
@@ -1031,14 +993,9 @@ export const AddTemplateFieldsFormPartial = ({
                     previousStep();
                     remove();
                   }}
-                  onGoNextClick={handleGoNextClick}
+                  onGoNextClick={() => void onFormSubmit()}
                 />
               </DocumentFlowFormContainerFooter>
-
-              <MissingSignatureFieldDialog
-                isOpen={isMissingSignatureDialogVisible}
-                onOpenChange={(value) => setIsMissingSignatureDialogVisible(value)}
-              />
             </div>
           </DocumentFlowFormContainerContent>
         </>

packages/ui/primitives/template-flow/add-template-fields.types.ts

@@ -11,14 +11,12 @@ export const ZAddTemplateFieldsFormSchema = z.object({
       type: z.nativeEnum(FieldType),
       signerEmail: z.string().min(1),
       signerToken: z.string(),
-      signerId: z.number(),
-      recipientId: z.number(),
+      signerId: z.number().optional(),
       pageNumber: z.number().min(1),
       pageX: z.number().min(0),
       pageY: z.number().min(0),
       pageWidth: z.number().min(0),
       pageHeight: z.number().min(0),
-      signerIndex: z.number().min(0),
       fieldMeta: ZFieldMetaSchema,
     }),
   ),

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx

@@ -92,7 +92,6 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
           actionAuth: undefined,
           ...generateRecipientPlaceholder(1),
           signingOrder: 1,
-          signerIndex: 0,
         },
       ];
     }
@@ -105,7 +104,6 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
       role: recipient.role,
       actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
       signingOrder: recipient.signingOrder ?? index + 1,
-      signerIndex: index,
     }));
 
     if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
@@ -176,35 +174,21 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   });
 
   const onAddPlaceholderSelfRecipient = () => {
-    const currentSigners = form.getValues('signers');
-    const nextSignerIndex = currentSigners.length;
-
     appendSigner({
       formId: nanoid(12),
       name: user?.name ?? '',
       email: user?.email ?? '',
       role: RecipientRole.SIGNER,
-      signingOrder:
-        currentSigners.length > 0
-          ? (currentSigners[currentSigners.length - 1]?.signingOrder ?? 0) + 1
-          : 1,
-      signerIndex: nextSignerIndex,
+      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
     });
   };
 
   const onAddPlaceholderRecipient = () => {
-    const currentSigners = form.getValues('signers');
-    const nextSignerIndex = currentSigners.length;
-
     appendSigner({
       formId: nanoid(12),
       role: RecipientRole.SIGNER,
       ...generateRecipientPlaceholder(placeholderRecipientCount),
-      signingOrder:
-        currentSigners.length > 0
-          ? (currentSigners[currentSigners.length - 1]?.signingOrder ?? 0) + 1
-          : 1,
-      signerIndex: nextSignerIndex,
+      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
     });
 
     setPlaceholderRecipientCount((count) => count + 1);

packages/ui/primitives/template-flow/add-template-placeholder-recipients.types.ts

@@ -5,21 +5,32 @@ import { DocumentSigningOrder, RecipientRole } from '@documenso/prisma/client';
 
 import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
 
-export const ZAddTemplatePlacholderRecipientsFormSchema = z.object({
-  signers: z.array(
-    z.object({
-      formId: z.string().min(1),
-      nativeId: z.number().optional(),
-      email: z.string().min(1).email(),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-      signingOrder: z.number().optional(),
-      signerIndex: z.number().min(0),
-      actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(ZRecipientActionAuthTypesSchema.optional()),
-    }),
-  ),
-  signingOrder: z.nativeEnum(DocumentSigningOrder),
-});
+export const ZAddTemplatePlacholderRecipientsFormSchema = z
+  .object({
+    signers: z.array(
+      z.object({
+        formId: z.string().min(1),
+        nativeId: z.number().optional(),
+        email: z.string().min(1).email(),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+        signingOrder: z.number().optional(),
+        actionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+          ZRecipientActionAuthTypesSchema.optional(),
+        ),
+      }),
+    ),
+    signingOrder: z.nativeEnum(DocumentSigningOrder),
+  })
+  .refine(
+    (schema) => {
+      const emails = schema.signers.map((signer) => signer.email.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    // Dirty hack to handle errors when .root is populated for an array type
+    { message: 'Signers must have unique emails', path: ['signers__root'] },
+  );
 
 export type TAddTemplatePlacholderRecipientsFormSchema = z.infer<
   typeof ZAddTemplatePlacholderRecipientsFormSchema