v1.9.1-rc.7

Currently Stripe prices search is omitting a price for an unknown
reason.

Changed our fetch logic to use `list` instead of `search` allows us to
work around the issue.

It's unknown on the performance impact of using `list` vs `search`

README.md

@@ -1,4 +1,4 @@
-> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="documen.so/sign-everywhere">The Platform Plan</a>!
+> 🚨 We are live on Product Hunt 🎉  Check out our latest launch: <a href="https://documen.so/sign-everywhere">The Platform Plan</a>!
 
 <a href="https://www.producthunt.com/posts/documenso-platform-plan?embed=true&utm_source=badge-featured&utm_medium=badge&utm_souce=badge-documenso&#0045;platform&#0045;plan" target="_blank"><img src="https://api.producthunt.com/widgets/embed-image/v1/featured.svg?post_id=670576&theme=light" alt="Documenso&#0032;Platform&#0032;Plan - Whitelabeled&#0032;signing&#0032;flows&#0032;in&#0032;your&#0032;product | Product Hunt" style="width: 250px; height: 54px;" width="250" height="54" /></a>
 

apps/documentation/pages/developers/embedding/_meta.json

@@ -6,5 +6,6 @@
   "solid": "Solid Integration",
   "preact": "Preact Integration",
   "angular": "Angular Integration",
-  "css-variables": "CSS Variables"
+  "css-variables": "CSS Variables",
+  "web-components": "Web Components"
 }

apps/documentation/pages/developers/embedding/index.mdx

@@ -73,14 +73,15 @@ These customization options are available for both Direct Templates and Signing
 
 We support embedding across a range of popular JavaScript frameworks, including:
 
-| Framework | Package                                                                            |
-| --------- | ---------------------------------------------------------------------------------- |
-| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)     |
-| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)   |
-| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)         |
-| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)   |
-| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)     |
-| Angular   | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
+| Framework        | Package                                                                                      |
+| ---------        | ----------------------------------------------------------------------------------           |
+| React            | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)               |
+| Preact           | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)             |
+| Vue              | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)                   |
+| Svelte           | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)             |
+| Solid            | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)               |
+| Angular          | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular)           |
+| Web Components   | [@documenso/embed-webcomponent](https://www.npmjs.com/package/@documenso/embed-webcomponent) |
 
 Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
 
@@ -166,6 +167,7 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 - [Svelte](/developers/embedding/svelte)
 - [Solid](/developers/embedding/solid)
 - [Angular](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
@@ -177,4 +179,5 @@ If you're using **web components**, the integration process is slightly differen
 - [Solid Integration](/developers/embedding/solid)
 - [Preact Integration](/developers/embedding/preact)
 - [Angular Integration](/developers/embedding/angular)
+- [Web Components](/developers/embedding/web-components)
 - [CSS Variables](/developers/embedding/css-variables)

apps/documentation/pages/developers/embedding/web-components.mdx

@@ -0,0 +1,89 @@
+---
+title: Web Components Integration
+description: Learn how to use our embedding SDK via Web Components on a framework-less web application.
+---
+
+# Web Components Integration
+
+Our Web Components SDK provides a simple way to embed a signing experience within your framework-less web application. It supports both direct link templates and signing tokens.
+
+## Installation
+
+To install the SDK, run the following command:
+
+```bash
+npm install @documenso/embed-webcomponent
+```
+
+Then in your html file, add the following to add the script, replacing the path with the proper path to the web component script.
+
+```html
+<script src="YOUR_PATH_HERE"></script>
+```
+
+## Usage
+
+To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
+
+### Direct Link Template
+
+If you have a direct link template, you can simply provide the token for the template to the `documenso-embed-direct-template` tag.
+
+```html
+<documenso-embed-direct-template
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-direct-template>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| email               | string (optional)   | The email the signer that will be used by default for signing                              |
+| lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+| onFieldSigned       | function (optional) | A callback function that will be called when a field is signed                             |
+| onFieldUnsigned     | function (optional) | A callback function that will be called when a field is unsigned                           |
+
+### Signing Token
+
+If you have a signing token, you can provide it to the `documenso-embed-sign-document` tag.
+
+```html
+<documenso-embed-sign-document
+  token="YOUR_TOKEN_HERE"
+</documenso-embed-sign-document>
+```
+
+#### Attributes
+
+| Attribute                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Creating via JavaScript
+
+You can also create the tag element using javascript, for dynamic generation of either modes. For example, this would add the sign document embed to the DOM.
+
+```javascript
+document.getElementById('my-wrapper-here').innerHTML = '';
+
+const tag = document.createElement('documenso-embed-sign-document');
+tag.setAttribute('token', data.token);
+tag.style.width = '100%';
+tag.style.height = '100%';
+
+document.getElementById('my-wrapper-here').appendChild(tag);
+```

apps/documentation/pages/developers/public-api/index.mdx

@@ -21,14 +21,25 @@ Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) f
 
 ## API V2 - Beta
 
-Our new API V2 is currently in Beta. The new API features typed SDKs for TypeScript, Python and Go and example code for many more.
+<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
 
-<Callout type="warning">
-  NOW IN BETA: [API V2 Documentation](https://documen.so/api-v2-docs)
+Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+Our new API V2 supports the following typed SDKs:
+
+- [TypeScript](https://github.com/documenso/sdk-typescript)
+- [Python](https://github.com/documenso/sdk-python)
+- [Go](https://github.com/documenso/sdk-go)
+
+<Callout type="info">
+  For the staging API, please use the following base URL:
+  `https://stg-app.documenso.dev/api/v2-beta/`
 </Callout>
 
 🚀 [V2 Announcement](https://documen.so/sdk-blog)
 
+📖 [Documentation](https://documen.so/api-v2-docs)
+
 💬 [Leave Feedback](https://documen.so/sdk-feedback)
 
 🔔 [Breaking Changes](https://documen.so/sdk-breaking)

apps/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.9.1-rc.2",
+  "version": "1.9.1-rc.7",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {

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

@@ -14,12 +14,6 @@ import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
-import {
-  SplitButton,
-  SplitButtonAction,
-  SplitButtonDropdown,
-  SplitButtonDropdownItem,
-} from '@documenso/ui/primitives/split-button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewButtonProps = {
@@ -31,9 +25,7 @@ export type DocumentPageViewButtonProps = {
   team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DocumentPageViewButton = ({
-  document: activeDocument,
-}: DocumentPageViewButtonProps) => {
+export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -42,27 +34,25 @@ export const DocumentPageViewButton = ({
     return null;
   }
 
-  const recipient = activeDocument.recipients.find(
-    (recipient) => recipient.email === session.user.email,
-  );
+  const recipient = document.recipients.find((recipient) => recipient.email === session.user.email);
 
   const isRecipient = !!recipient;
-  const isPending = activeDocument.status === DocumentStatus.PENDING;
-  const isComplete = activeDocument.status === DocumentStatus.COMPLETED;
+  const isPending = document.status === DocumentStatus.PENDING;
+  const isComplete = document.status === DocumentStatus.COMPLETED;
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 
-  const documentsPath = formatDocumentsPath(activeDocument.team?.url);
+  const documentsPath = formatDocumentsPath(document.team?.url);
 
   const onDownloadClick = async () => {
     try {
       const documentWithData = await trpcClient.document.getDocumentById.query(
         {
-          documentId: activeDocument.id,
+          documentId: document.id,
         },
         {
           context: {
-            teamId: activeDocument.team?.id?.toString(),
+            teamId: document.team?.id?.toString(),
           },
         },
       );
@@ -73,10 +63,7 @@ export const DocumentPageViewButton = ({
         throw new Error('No document available');
       }
 
-      await downloadPDF({
-        documentData,
-        fileName: documentWithData.title,
-      });
+      await downloadPDF({ documentData, fileName: documentWithData.title });
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -86,100 +73,6 @@ export const DocumentPageViewButton = ({
     }
   };
 
-  const onDownloadAuditLogClick = async () => {
-    try {
-      const { url } = await trpcClient.document.downloadAuditLogs.mutate({
-        documentId: activeDocument.id,
-      });
-
-      const iframe = Object.assign(document.createElement('iframe'), {
-        src: url,
-      });
-
-      Object.assign(iframe.style, {
-        position: 'fixed',
-        top: '0',
-        left: '0',
-        width: '0',
-        height: '0',
-      });
-
-      const onLoaded = () => {
-        if (iframe.contentDocument?.readyState === 'complete') {
-          iframe.contentWindow?.print();
-
-          iframe.contentWindow?.addEventListener('afterprint', () => {
-            document.body.removeChild(iframe);
-          });
-        }
-      };
-
-      // When the iframe has loaded, print the iframe and remove it from the dom
-      iframe.addEventListener('load', onLoaded);
-
-      document.body.appendChild(iframe);
-
-      onLoaded();
-    } catch (error) {
-      console.error(error);
-
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(
-          msg`Sorry, we were unable to download the audit logs. Please try again later.`,
-        ),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadSigningCertificateClick = async () => {
-    try {
-      const { url } = await trpcClient.document.downloadCertificate.mutate({
-        documentId: activeDocument.id,
-      });
-
-      const iframe = Object.assign(document.createElement('iframe'), {
-        src: url,
-      });
-
-      Object.assign(iframe.style, {
-        position: 'fixed',
-        top: '0',
-        left: '0',
-        width: '0',
-        height: '0',
-      });
-
-      const onLoaded = () => {
-        if (iframe.contentDocument?.readyState === 'complete') {
-          iframe.contentWindow?.print();
-
-          iframe.contentWindow?.addEventListener('afterprint', () => {
-            document.body.removeChild(iframe);
-          });
-        }
-      };
-
-      // When the iframe has loaded, print the iframe and remove it from the dom
-      iframe.addEventListener('load', onLoaded);
-
-      document.body.appendChild(iframe);
-
-      onLoaded();
-    } catch (error) {
-      console.error(error);
-
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(
-          msg`Sorry, we were unable to download the certificate. Please try again later.`,
-        ),
-        variant: 'destructive',
-      });
-    }
-  };
-
   return match({
     isRecipient,
     isPending,
@@ -213,27 +106,16 @@ export const DocumentPageViewButton = ({
     ))
     .with({ isComplete: false }, () => (
       <Button className="w-full" asChild>
-        <Link href={`${documentsPath}/${activeDocument.id}/edit`}>
+        <Link href={`${documentsPath}/${document.id}/edit`}>
           <Trans>Edit</Trans>
         </Link>
       </Button>
     ))
     .with({ isComplete: true }, () => (
-      <SplitButton className="flex w-full">
-        <SplitButtonAction className="w-full" onClick={() => void onDownloadClick()}>
-          <Download className="-ml-1 mr-2 inline h-4 w-4" />
-          <Trans>Download</Trans>
-        </SplitButtonAction>
-        <SplitButtonDropdown>
-          <SplitButtonDropdownItem onClick={() => void onDownloadAuditLogClick()}>
-            <Trans>Only Audit Log</Trans>
-          </SplitButtonDropdownItem>
-
-          <SplitButtonDropdownItem onClick={() => void onDownloadSigningCertificateClick()}>
-            <Trans>Only Signing Certificate</Trans>
-          </SplitButtonDropdownItem>
-        </SplitButtonDropdown>
-      </SplitButton>
+      <Button className="w-full" onClick={onDownloadClick}>
+        <Download className="-ml-1 mr-2 inline h-4 w-4" />
+        <Trans>Download</Trans>
+      </Button>
     ))
     .otherwise(() => null);
 };

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

@@ -187,8 +187,6 @@ export const EditDocumentForm = ({
           title: data.title,
           externalId: data.externalId || null,
           visibility: data.visibility,
-          includeSigningCertificate: data.includeSigningCertificate,
-          includeAuditTrailLog: data.includeAuditTrailLog,
           globalAccessAuth: data.globalAccessAuth ?? null,
           globalActionAuth: data.globalActionAuth ?? null,
         },

apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx

@@ -44,7 +44,12 @@ export const CheckboxField = ({ field, onSignField, onUnsignField }: CheckboxFie
   const [isPending, startTransition] = useTransition();
   const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
-  const parsedFieldMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
+  const parsedFieldMeta = ZCheckboxFieldMeta.parse(
+    field.fieldMeta ?? {
+      type: 'checkbox',
+      values: [{ id: 1, checked: false, value: '' }],
+    },
+  );
 
   const values = parsedFieldMeta.values?.map((item) => ({
     ...item,

apps/web/src/app/(teams)/t/[teamUrl]/settings/preferences/document-preferences.tsx

@@ -41,7 +41,6 @@ const ZTeamDocumentPreferencesFormSchema = z.object({
   includeSenderDetails: z.boolean(),
   typedSignatureEnabled: z.boolean(),
   includeSigningCertificate: z.boolean(),
-  includeAuditTrailLog: z.boolean(),
 });
 
 type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
@@ -73,7 +72,6 @@ export const TeamDocumentPreferencesForm = ({
       includeSenderDetails: settings?.includeSenderDetails ?? false,
       typedSignatureEnabled: settings?.typedSignatureEnabled ?? true,
       includeSigningCertificate: settings?.includeSigningCertificate ?? true,
-      includeAuditTrailLog: settings?.includeAuditTrailLog ?? false,
     },
     resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
   });
@@ -88,7 +86,6 @@ export const TeamDocumentPreferencesForm = ({
         includeSenderDetails,
         includeSigningCertificate,
         typedSignatureEnabled,
-        includeAuditTrailLog,
       } = data;
 
       await updateTeamDocumentPreferences({
@@ -99,7 +96,6 @@ export const TeamDocumentPreferencesForm = ({
           includeSenderDetails,
           typedSignatureEnabled,
           includeSigningCertificate,
-          includeAuditTrailLog,
         },
       });
 
@@ -304,37 +300,6 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
-          <FormField
-            control={form.control}
-            name="includeAuditTrailLog"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Audit Trail Log in the Document</Trans>
-                </FormLabel>
-
-                <div>
-                  <FormControl className="block">
-                    <Switch
-                      ref={field.ref}
-                      name={field.name}
-                      checked={field.value}
-                      onCheckedChange={field.onChange}
-                    />
-                  </FormControl>
-                </div>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the audit trail log will be included in the document when it is
-                    downloaded. The audit trail log can still be downloaded from the logs page
-                    separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
               <Trans>Save</Trans>

apps/web/src/app/embed/direct/[[...url]]/client.tsx

@@ -49,7 +49,7 @@ export type EmbedDirectTemplateClientPageProps = {
   fields: Field[];
   metadata?: DocumentMeta | TemplateMeta | null;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
@@ -60,7 +60,7 @@ export const EmbedDirectTemplateClientPage = ({
   fields,
   metadata,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhiteLabelling = false,
 }: EmbedDirectTemplateClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -288,7 +288,7 @@ export const EmbedDirectTemplateClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhiteLabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -349,7 +349,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -360,19 +360,34 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                  {isExpanded ? (
-                    <LucideChevronDown
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(false)}
-                    />
-                  ) : (
-                    <LucideChevronUp
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(true)}
-                    />
-                  )}
-                </Button>
+                {isExpanded ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(false)}
+                  >
+                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : pendingFields.length > 0 ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(true)}
+                  >
+                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : (
+                  <Button
+                    variant="default"
+                    size="sm"
+                    className="md:hidden"
+                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
               </div>
             </div>
 

apps/web/src/app/embed/direct/[[...url]]/page.tsx

@@ -2,6 +2,7 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -55,12 +56,16 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
     documentAuth: template.authOptions,
   });
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(template),
     isUserEnterprise({
       userId: template.userId,
       teamId: template.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: template.userId,
+      teamId: template.teamId ?? undefined,
+    }),
   ]);
 
   const isAccessAuthValid = match(derivedRecipientAccessAuth)
@@ -105,8 +110,10 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}
-            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-            isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+            hidePoweredBy={
+              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+            }
+            allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           />
         </RecipientProvider>
       </DocumentAuthProvider>

apps/web/src/app/embed/sign/[[...url]]/client.tsx

@@ -51,7 +51,7 @@ export type EmbedSignDocumentClientPageProps = {
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhitelabelling?: boolean;
   allRecipients?: RecipientWithFields[];
 };
 
@@ -64,7 +64,7 @@ export const EmbedSignDocumentClientPage = ({
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhitelabelling = false,
   allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
@@ -212,7 +212,7 @@ export const EmbedSignDocumentClientPage = ({
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhitelabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -288,7 +288,7 @@ export const EmbedSignDocumentClientPage = ({
           {/* Widget */}
           <div
             key={isExpanded ? 'expanded' : 'collapsed'}
-            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
             data-expanded={isExpanded || undefined}
           >
             <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
@@ -303,19 +303,36 @@ export const EmbedSignDocumentClientPage = ({
                     )}
                   </h3>
 
-                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                    {isExpanded ? (
-                      <LucideChevronDown
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(false)}
-                      />
-                    ) : (
-                      <LucideChevronUp
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(true)}
-                      />
-                    )}
-                  </Button>
+                  {isExpanded ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(false)}
+                    >
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : pendingFields.length > 0 ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(true)}
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="md:hidden"
+                      disabled={
+                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
+                      }
+                      loading={isSubmitting}
+                      onClick={() => throttledOnCompleteClick()}
+                    >
+                      <Trans>Complete</Trans>
+                    </Button>
+                  )}
                 </div>
               </div>
 

apps/web/src/app/embed/sign/[[...url]]/page.tsx

@@ -2,6 +2,7 @@ import { notFound } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { isCommunityPlan as isUserCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@@ -62,12 +63,16 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
     return <EmbedPaywall />;
   }
 
-  const [isPlatformDocument, isEnterpriseDocument] = await Promise.all([
+  const [isPlatformDocument, isEnterpriseDocument, isCommunityPlan] = await Promise.all([
     isDocumentPlatform(document),
     isUserEnterprise({
       userId: document.userId,
       teamId: document.teamId ?? undefined,
     }),
+    isUserCommunityPlan({
+      userId: document.userId,
+      teamId: document.teamId ?? undefined,
+    }),
   ]);
 
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -126,8 +131,10 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
           fields={fields}
           metadata={document.documentMeta}
           isCompleted={document.status === DocumentStatus.COMPLETED}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+          hidePoweredBy={
+            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+          }
+          allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           allRecipients={allRecipients}
         />
       </DocumentAuthProvider>

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

@@ -363,40 +363,6 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Old',
-                            value: data.from,
-                          },
-                          {
-                            key: 'New',
-                            value: data.to,
-                          },
-                        ]}
-                      />
-                    ),
-                  )
-                  .with(
-                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED },
-                    ({ data }) => (
-                      <DocumentHistorySheetChanges
-                        values={[
-                          {
-                            key: 'Old',
-                            value: data.from,
-                          },
-                          {
-                            key: 'New',
-                            value: data.to,
-                          },
-                        ]}
-                      />
-                    ),
-                  )
                   .exhaustive()}
 
                 {isUserDetailsVisible && (

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.9.1-rc.2",
+  "version": "1.9.1-rc.7",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.9.1-rc.2",
+      "version": "1.9.1-rc.7",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -106,7 +106,7 @@
     },
     "apps/web": {
       "name": "@documenso/web",
-      "version": "1.9.1-rc.2",
+      "version": "1.9.1-rc.7",
       "license": "AGPL-3.0",
       "dependencies": {
         "@documenso/api": "*",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.9.1-rc.2",
+  "version": "1.9.1-rc.7",
   "scripts": {
     "build": "turbo run build",
     "build:web": "turbo run build --filter=@documenso/web",

packages/ee/server-only/stripe/get-prices-by-plan.ts

@@ -4,15 +4,14 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 type PlanType = (typeof STRIPE_PLAN_TYPE)[keyof typeof STRIPE_PLAN_TYPE];
 
 export const getPricesByPlan = async (plan: PlanType | PlanType[]) => {
-  const planTypes = typeof plan === 'string' ? [plan] : plan;
+  const planTypes: string[] = typeof plan === 'string' ? [plan] : plan;
 
-  const query = planTypes.map((planType) => `metadata['plan']:'${planType}'`).join(' OR ');
-
-  const { data: prices } = await stripe.prices.search({
-    query,
+  const prices = await stripe.prices.list({
     expand: ['data.product'],
     limit: 100,
   });
 
-  return prices.filter((price) => price.type === 'recurring');
+  return prices.data.filter(
+    (price) => price.type === 'recurring' && planTypes.includes(price.metadata.plan),
+  );
 };

packages/ee/server-only/util/is-community-plan.ts

@@ -0,0 +1,56 @@
+import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import type { Subscription } from '@documenso/prisma/client';
+
+import { getCommunityPlanPriceIds } from '../stripe/get-community-plan-prices';
+
+export type IsCommunityPlanOptions = {
+  userId: number;
+  teamId?: number;
+};
+
+/**
+ * Whether the user or team is on the community plan.
+ */
+export const isCommunityPlan = async ({
+  userId,
+  teamId,
+}: IsCommunityPlanOptions): Promise<boolean> => {
+  let subscriptions: Subscription[] = [];
+
+  if (teamId) {
+    subscriptions = await prisma.team
+      .findFirstOrThrow({
+        where: {
+          id: teamId,
+        },
+        select: {
+          owner: {
+            include: {
+              subscriptions: true,
+            },
+          },
+        },
+      })
+      .then((team) => team.owner.subscriptions);
+  } else {
+    subscriptions = await prisma.user
+      .findFirstOrThrow({
+        where: {
+          id: userId,
+        },
+        select: {
+          subscriptions: true,
+        },
+      })
+      .then((user) => user.subscriptions);
+  }
+
+  if (subscriptions.length === 0) {
+    return false;
+  }
+
+  const communityPlanPriceIds = await getCommunityPlanPriceIds();
+
+  return subscriptionsContainsActivePlan(subscriptions, communityPlanPriceIds);
+};

packages/lib/jobs/definitions/emails/send-team-deleted-email.ts

@@ -17,7 +17,6 @@ const SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION_SCHEMA = z.object({
         documentLanguage: z.string(),
         includeSenderDetails: z.boolean(),
         includeSigningCertificate: z.boolean(),
-        includeAuditTrailLog: z.boolean(),
         brandingEnabled: z.boolean(),
         brandingLogo: z.string(),
         brandingUrl: z.string(),

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

@@ -13,7 +13,6 @@ import { signPdf } from '@documenso/signing';
 
 import { sendCompletedEmail } from '../../../server-only/document/send-completed-email';
 import PostHogServerClient from '../../../server-only/feature-flags/get-post-hog-server-client';
-import { getAuditLogsPdf } from '../../../server-only/htmltopdf/get-audit-logs-pdf';
 import { getCertificatePdf } from '../../../server-only/htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../../../server-only/pdf/flatten-annotations';
 import { flattenForm } from '../../../server-only/pdf/flatten-form';
@@ -58,7 +57,6 @@ export const run = async ({
           teamGlobalSettings: {
             select: {
               includeSigningCertificate: true,
-              includeAuditTrailLog: true,
             },
           },
         },
@@ -123,36 +121,13 @@ export const run = async ({
 
   const pdfData = await getFile(documentData);
 
-  let includeSigningCertificate;
-
-  if (document.teamId) {
-    includeSigningCertificate =
-      document.team?.teamGlobalSettings?.includeSigningCertificate ?? true;
-  } else {
-    includeSigningCertificate = document.includeSigningCertificate ?? true;
-  }
-
-  const certificateData = includeSigningCertificate
-    ? await getCertificatePdf({
-        documentId,
-        language: document.documentMeta?.language,
-      }).catch(() => null)
-    : null;
-
-  let includeAuditTrailLog;
-
-  if (document.teamId) {
-    includeAuditTrailLog = document.team?.teamGlobalSettings?.includeAuditTrailLog ?? true;
-  } else {
-    includeAuditTrailLog = document.includeAuditTrailLog ?? true;
-  }
-
-  const auditLogData = includeAuditTrailLog
-    ? await getAuditLogsPdf({
-        documentId,
-        language: document.documentMeta?.language,
-      }).catch(() => null)
-    : null;
+  const certificateData =
+    (document.team?.teamGlobalSettings?.includeSigningCertificate ?? true)
+      ? await getCertificatePdf({
+          documentId,
+          language: document.documentMeta?.language,
+        }).catch(() => null)
+      : null;
 
   const newDataId = await io.runTask('decorate-and-sign-pdf', async () => {
     const pdfDoc = await PDFDocument.load(pdfData);
@@ -175,16 +150,6 @@ export const run = async ({
       });
     }
 
-    if (auditLogData) {
-      const auditLog = await PDFDocument.load(auditLogData);
-
-      const auditLogPages = await pdfDoc.copyPages(auditLog, auditLog.getPageIndices());
-
-      auditLogPages.forEach((page) => {
-        pdfDoc.addPage(page);
-      });
-    }
-
     for (const field of fields) {
       if (field.inserted) {
         await insertFieldInPDF(pdfDoc, field);

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

@@ -124,8 +124,6 @@ export const createDocument = async ({
           team?.teamGlobalSettings?.documentVisibility,
           userTeamRole ?? TeamMemberRole.MEMBER,
         ),
-        includeSigningCertificate: team?.teamGlobalSettings?.includeSigningCertificate ?? true,
-        includeAuditTrailLog: team?.teamGlobalSettings?.includeAuditTrailLog ?? true,
         formValues,
         source: DocumentSource.DOCUMENT,
         documentMeta: {

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

@@ -88,6 +88,7 @@ export const findDocuments = async ({
   const searchFilter: Prisma.DocumentWhereInput = {
     OR: [
       { title: { contains: query, mode: 'insensitive' } },
+      { externalId: { contains: query, mode: 'insensitive' } },
       { recipients: { some: { name: { contains: query, mode: 'insensitive' } } } },
       { recipients: { some: { email: { contains: query, mode: 'insensitive' } } } },
     ],

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

@@ -22,7 +22,6 @@ import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
 import { putPdfFile } from '../../universal/upload/put-file';
 import { fieldsContainUnsignedRequiredField } from '../../utils/advanced-fields-helpers';
-import { getAuditLogsPdf } from '../htmltopdf/get-audit-logs-pdf';
 import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../pdf/flatten-annotations';
 import { flattenForm } from '../pdf/flatten-form';
@@ -62,7 +61,6 @@ export const sealDocument = async ({
           teamGlobalSettings: {
             select: {
               includeSigningCertificate: true,
-              includeAuditTrailLog: true,
             },
           },
         },
@@ -111,36 +109,13 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
-  let includeSigningCertificate;
-
-  if (document.teamId) {
-    includeSigningCertificate =
-      document.team?.teamGlobalSettings?.includeSigningCertificate ?? true;
-  } else {
-    includeSigningCertificate = document.includeSigningCertificate ?? true;
-  }
-
-  const certificateData = includeSigningCertificate
-    ? await getCertificatePdf({
-        documentId,
-        language: document.documentMeta?.language,
-      }).catch(() => null)
-    : null;
-
-  let includeAuditTrailLog;
-
-  if (document.teamId) {
-    includeAuditTrailLog = document.team?.teamGlobalSettings?.includeAuditTrailLog ?? true;
-  } else {
-    includeAuditTrailLog = document.includeAuditTrailLog ?? true;
-  }
-
-  const auditLogData = includeAuditTrailLog
-    ? await getAuditLogsPdf({
-        documentId,
-        language: document.documentMeta?.language,
-      }).catch(() => null)
-    : null;
+  const certificateData =
+    (document.team?.teamGlobalSettings?.includeSigningCertificate ?? true)
+      ? await getCertificatePdf({
+          documentId,
+          language: document.documentMeta?.language,
+        }).catch(() => null)
+      : null;
 
   const doc = await PDFDocument.load(pdfData);
 
@@ -159,16 +134,6 @@ export const sealDocument = async ({
     });
   }
 
-  if (auditLogData) {
-    const auditLog = await PDFDocument.load(auditLogData);
-
-    const auditLogPages = await doc.copyPages(auditLog, auditLog.getPageIndices());
-
-    auditLogPages.forEach((page) => {
-      doc.addPage(page);
-    });
-  }
-
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
   }

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -34,6 +34,14 @@ export const searchDocumentsWithKeyword = async ({
           userId: userId,
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          userId: userId,
+          deletedAt: null,
+        },
         {
           recipients: {
             some: {
@@ -88,6 +96,23 @@ export const searchDocumentsWithKeyword = async ({
           },
           deletedAt: null,
         },
+        {
+          externalId: {
+            contains: query,
+            mode: 'insensitive',
+          },
+          teamId: {
+            not: null,
+          },
+          team: {
+            members: {
+              some: {
+                userId: userId,
+              },
+            },
+          },
+          deletedAt: null,
+        },
       ],
     },
     include: {

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

@@ -21,8 +21,6 @@ export type UpdateDocumentOptions = {
     title?: string;
     externalId?: string | null;
     visibility?: DocumentVisibility | null;
-    includeSigningCertificate?: boolean;
-    includeAuditTrailLog?: boolean;
     globalAccessAuth?: TDocumentAccessAuthTypes | null;
     globalActionAuth?: TDocumentActionAuthTypes | null;
   };
@@ -158,12 +156,6 @@ export const updateDocument = async ({
     documentGlobalActionAuth === undefined || documentGlobalActionAuth === newGlobalActionAuth;
   const isDocumentVisibilitySame =
     data.visibility === undefined || data.visibility === document.visibility;
-  const isIncludeSigningCertificateSame =
-    data.includeSigningCertificate === undefined ||
-    data.includeSigningCertificate === document.includeSigningCertificate;
-  const isIncludeAuditTrailLogSame =
-    data.includeAuditTrailLog === undefined ||
-    data.includeAuditTrailLog === document.includeAuditTrailLog;
 
   const auditLogs: CreateDocumentAuditLogDataResponse[] = [];
 
@@ -243,34 +235,6 @@ export const updateDocument = async ({
     );
   }
 
-  if (!isIncludeSigningCertificateSame) {
-    auditLogs.push(
-      createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED,
-        documentId,
-        metadata: requestMetadata,
-        data: {
-          from: String(document.includeSigningCertificate),
-          to: String(data.includeSigningCertificate || false),
-        },
-      }),
-    );
-  }
-
-  if (!isIncludeAuditTrailLogSame) {
-    auditLogs.push(
-      createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED,
-        documentId,
-        metadata: requestMetadata,
-        data: {
-          from: String(document.includeAuditTrailLog),
-          to: String(data.includeAuditTrailLog || false),
-        },
-      }),
-    );
-  }
-
   // Early return if nothing is required.
   if (auditLogs.length === 0) {
     return document;
@@ -290,8 +254,6 @@ export const updateDocument = async ({
         title: data.title,
         externalId: data.externalId,
         visibility: data.visibility as DocumentVisibility,
-        includeSigningCertificate: data.includeSigningCertificate,
-        includeAuditTrailLog: data.includeAuditTrailLog,
         authOptions,
       },
     });

packages/lib/server-only/htmltopdf/get-audit-logs-pdf.ts

@@ -1,74 +0,0 @@
-import { DateTime } from 'luxon';
-import type { Browser } from 'playwright';
-
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
-import { type SupportedLanguageCodes, isValidLanguageCode } from '../../constants/i18n';
-import { encryptSecondaryData } from '../crypto/encrypt';
-
-export type GetAuditLogsPdfParams = {
-  documentId: number;
-  // eslint-disable-next-line @typescript-eslint/ban-types
-  language?: SupportedLanguageCodes | (string & {});
-};
-
-export const getAuditLogsPdf = async ({ documentId, language }: GetAuditLogsPdfParams) => {
-  const { chromium } = await import('playwright');
-
-  const encryptedId = encryptSecondaryData({
-    data: documentId.toString(),
-    expiresAt: DateTime.now().plus({ minutes: 5 }).toJSDate().valueOf(),
-  });
-
-  let browser: Browser;
-
-  if (process.env.NEXT_PRIVATE_BROWSERLESS_URL) {
-    // !: Use CDP rather than the default `connect` method to avoid coupling to the playwright version.
-    // !: Previously we would have to keep the playwright version in sync with the browserless version to avoid errors.
-    browser = await chromium.connectOverCDP(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
-  } else {
-    browser = await chromium.launch();
-  }
-
-  if (!browser) {
-    throw new Error(
-      'Failed to establish a browser, please ensure you have either a Browserless.io url or chromium browser installed',
-    );
-  }
-
-  const browserContext = await browser.newContext();
-
-  const page = await browserContext.newPage();
-
-  const lang = isValidLanguageCode(language) ? language : 'en';
-
-  await page.context().addCookies([
-    {
-      name: 'language',
-      value: lang,
-      url: NEXT_PUBLIC_WEBAPP_URL(),
-    },
-  ]);
-
-  try {
-    await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/__htmltopdf/audit-log?d=${encryptedId}`, {
-      waitUntil: 'networkidle',
-      timeout: 10_000,
-    });
-
-    const result = await page.pdf({
-      format: 'A4',
-    });
-
-    await browserContext.close();
-
-    void browser.close();
-
-    return result;
-  } catch (error) {
-    await browserContext.close();
-
-    void browser.close();
-
-    throw error;
-  }
-};

packages/lib/server-only/team/update-team-document-settings.ts

@@ -17,7 +17,6 @@ export type UpdateTeamDocumentSettingsOptions = {
     includeSenderDetails: boolean;
     typedSignatureEnabled: boolean;
     includeSigningCertificate: boolean;
-    includeAuditTrailLog: boolean;
   };
 };
 
@@ -37,7 +36,6 @@ export const updateTeamDocumentSettings = async ({
     documentLanguage,
     includeSenderDetails,
     includeSigningCertificate,
-    includeAuditTrailLog,
     typedSignatureEnabled,
   } = settings;
 
@@ -63,7 +61,6 @@ export const updateTeamDocumentSettings = async ({
       includeSenderDetails,
       typedSignatureEnabled,
       includeSigningCertificate,
-      includeAuditTrailLog,
     },
     update: {
       documentVisibility,
@@ -71,7 +68,6 @@ export const updateTeamDocumentSettings = async ({
       includeSenderDetails,
       typedSignatureEnabled,
       includeSigningCertificate,
-      includeAuditTrailLog,
     },
   });
 };

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

@@ -29,9 +29,7 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
   'DOCUMENT_FIELD_PREFILLED', // When a field is prefilled by an assistant.
-  'DOCUMENT_VISIBILITY_UPDATED', // When the document visibility scope is updated.
-  'DOCUMENT_SIGNING_CERTIFICATE_UPDATED', // When the include signing certificate is updated.
-  'DOCUMENT_AUDIT_TRAIL_UPDATED', // When the include audit trail is updated.
+  'DOCUMENT_VISIBILITY_UPDATED', // When the document visibility scope is updated
   'DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED', // When the global access authentication is updated.
   'DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED', // When the global action authentication is updated.
   'DOCUMENT_META_UPDATED', // When the document meta data is updated.
@@ -399,16 +397,6 @@ export const ZDocumentAuditLogEventDocumentVisibilitySchema = z.object({
   data: ZGenericFromToSchema,
 });
 
-export const ZDocumentAuditLogEventDocumentSigningCertificateUpdatedSchema = z.object({
-  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED),
-  data: ZGenericFromToSchema,
-});
-
-export const ZDocumentAuditLogEventDocumentAuditTrailUpdatedSchema = z.object({
-  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED),
-  data: ZGenericFromToSchema,
-});
-
 /**
  * Event: Document global authentication access updated.
  */
@@ -586,8 +574,6 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
     ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
     ZDocumentAuditLogEventDocumentFieldPrefilledSchema,
     ZDocumentAuditLogEventDocumentVisibilitySchema,
-    ZDocumentAuditLogEventDocumentSigningCertificateUpdatedSchema,
-    ZDocumentAuditLogEventDocumentAuditTrailUpdatedSchema,
     ZDocumentAuditLogEventDocumentGlobalAuthAccessUpdatedSchema,
     ZDocumentAuditLogEventDocumentGlobalAuthActionUpdatedSchema,
     ZDocumentAuditLogEventDocumentMetaUpdatedSchema,

packages/lib/types/document.ts

@@ -18,8 +18,6 @@ import { ZRecipientLiteSchema } from './recipient';
  */
 export const ZDocumentSchema = DocumentSchema.pick({
   visibility: true,
-  includeSigningCertificate: true,
-  includeAuditTrailLog: true,
   status: true,
   source: true,
   id: true,
@@ -84,8 +82,6 @@ export const ZDocumentLiteSchema = DocumentSchema.pick({
   deletedAt: true,
   teamId: true,
   templateId: true,
-  includeSigningCertificate: true,
-  includeAuditTrailLog: true,
 });
 
 /**
@@ -108,8 +104,6 @@ export const ZDocumentManySchema = DocumentSchema.pick({
   deletedAt: true,
   teamId: true,
   templateId: true,
-  includeSigningCertificate: true,
-  includeAuditTrailLog: true,
 }).extend({
   user: UserSchema.pick({
     id: true,

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

@@ -322,14 +322,6 @@ export const formatDocumentAuditLogAction = (
       anonymous: msg`Document visibility updated`,
       identified: msg`${prefix} updated the document visibility`,
     }))
-    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SIGNING_CERTIFICATE_UPDATED }, () => ({
-      anonymous: msg`Document signing certificate updated`,
-      identified: msg`${prefix} updated the document signing certificate`,
-    }))
-    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_AUDIT_TRAIL_UPDATED }, () => ({
-      anonymous: msg`Document audit trail updated`,
-      identified: msg`${prefix} updated the document audit trail`,
-    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED }, () => ({
       anonymous: msg`Document access auth updated`,
       identified: msg`${prefix} updated the document access auth requirements`,

packages/prisma/migrations/20250217090902_add_audit_trail_log_team_preferences/migration.sql

@@ -1,2 +0,0 @@
--- AlterTable
-ALTER TABLE "TeamGlobalSettings" ADD COLUMN     "includeAuditTrailLog" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/migrations/20250219075352_add_document_properties/migration.sql

@@ -1,3 +0,0 @@
--- AlterTable
-ALTER TABLE "Document" ADD COLUMN     "includeAuditTrail" BOOLEAN NOT NULL DEFAULT true,
-ADD COLUMN     "includeSigningCertificate" BOOLEAN NOT NULL DEFAULT true;

packages/prisma/migrations/20250219100115_update_property_name/migration.sql

@@ -1,9 +0,0 @@
-/*
-  Warnings:
-
-  - You are about to drop the column `includeAuditTrail` on the `Document` table. All the data in the column will be lost.
-
-*/
--- AlterTable
-ALTER TABLE "Document" DROP COLUMN "includeAuditTrail",
-ADD COLUMN     "includeAuditTrailLog" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/schema.prisma

@@ -311,32 +311,30 @@ enum DocumentVisibility {
 
 /// @zod.import(["import { ZDocumentAuthOptionsSchema } from '@documenso/lib/types/document-auth';", "import { ZDocumentFormValuesSchema } from '@documenso/lib/types/document-form-values';"])
 model Document {
-  id                        Int                 @id @default(autoincrement())
-  externalId                String? /// @zod.string.describe("A custom external ID you can use to identify the document.")
-  userId                    Int /// @zod.number.describe("The ID of the user that created this document.")
-  user                      User                @relation(fields: [userId], references: [id], onDelete: Cascade)
-  authOptions               Json? /// [DocumentAuthOptions] @zod.custom.use(ZDocumentAuthOptionsSchema)
-  formValues                Json? /// [DocumentFormValues] @zod.custom.use(ZDocumentFormValuesSchema)
-  visibility                DocumentVisibility  @default(EVERYONE)
-  includeSigningCertificate Boolean             @default(true)
-  includeAuditTrailLog      Boolean             @default(false)
-  title                     String
-  status                    DocumentStatus      @default(DRAFT)
-  recipients                Recipient[]
-  fields                    Field[]
-  shareLinks                DocumentShareLink[]
-  documentDataId            String
-  documentData              DocumentData        @relation(fields: [documentDataId], references: [id], onDelete: Cascade)
-  documentMeta              DocumentMeta?
-  createdAt                 DateTime            @default(now())
-  updatedAt                 DateTime            @default(now()) @updatedAt
-  completedAt               DateTime?
-  deletedAt                 DateTime?
-  teamId                    Int?
-  team                      Team?               @relation(fields: [teamId], references: [id])
-  templateId                Int?
-  template                  Template?           @relation(fields: [templateId], references: [id], onDelete: SetNull)
-  source                    DocumentSource
+  id             Int                 @id @default(autoincrement())
+  externalId     String? /// @zod.string.describe("A custom external ID you can use to identify the document.")
+  userId         Int /// @zod.number.describe("The ID of the user that created this document.")
+  user           User                @relation(fields: [userId], references: [id], onDelete: Cascade)
+  authOptions    Json? /// [DocumentAuthOptions] @zod.custom.use(ZDocumentAuthOptionsSchema)
+  formValues     Json? /// [DocumentFormValues] @zod.custom.use(ZDocumentFormValuesSchema)
+  visibility     DocumentVisibility  @default(EVERYONE)
+  title          String
+  status         DocumentStatus      @default(DRAFT)
+  recipients     Recipient[]
+  fields         Field[]
+  shareLinks     DocumentShareLink[]
+  documentDataId String
+  documentData   DocumentData        @relation(fields: [documentDataId], references: [id], onDelete: Cascade)
+  documentMeta   DocumentMeta?
+  createdAt      DateTime            @default(now())
+  updatedAt      DateTime            @default(now()) @updatedAt
+  completedAt    DateTime?
+  deletedAt      DateTime?
+  teamId         Int?
+  team           Team?               @relation(fields: [teamId], references: [id])
+  templateId     Int?
+  template       Template?           @relation(fields: [templateId], references: [id], onDelete: SetNull)
+  source         DocumentSource
 
   auditLogs DocumentAuditLog[]
 
@@ -545,7 +543,6 @@ model TeamGlobalSettings {
   includeSenderDetails      Boolean            @default(true)
   typedSignatureEnabled     Boolean            @default(true)
   includeSigningCertificate Boolean            @default(true)
-  includeAuditTrailLog      Boolean            @default(false)
 
   brandingEnabled        Boolean @default(false)
   brandingLogo           String  @default("")

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

@@ -65,7 +65,7 @@ export const documentRouter = router({
     .input(ZGetDocumentByIdQuerySchema)
     .query(async ({ input, ctx }) => {
       const { teamId } = ctx;
-      const { documentId, includeCertificate, includeAuditLog } = input;
+      const { documentId } = input;
 
       return await getDocumentById({
         userId: ctx.user.id,

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

@@ -63,16 +63,6 @@ export const ZDocumentVisibilitySchema = z
   .nativeEnum(DocumentVisibility)
   .describe('The visibility of the document.');
 
-export const ZDocumentIncludeSigningCertificateSchema = z
-  .boolean()
-  .default(true)
-  .describe('Whether to include a signing certificate in the document.');
-
-export const ZDocumentIncludeAuditTrailSchema = z
-  .boolean()
-  .default(true)
-  .describe('Whether to include an audit trail in the document.');
-
 export const ZDocumentMetaTimezoneSchema = z
   .string()
   .describe(
@@ -151,8 +141,6 @@ export const ZFindDocumentAuditLogsQuerySchema = ZFindSearchParamsSchema.extend(
 
 export const ZGetDocumentByIdQuerySchema = z.object({
   documentId: z.number(),
-  includeCertificate: z.boolean().default(true).optional(),
-  includeAuditLog: z.boolean().default(true).optional(),
 });
 
 export const ZDuplicateDocumentRequestSchema = z.object({
@@ -247,8 +235,6 @@ export const ZUpdateDocumentRequestSchema = z.object({
       title: ZDocumentTitleSchema.optional(),
       externalId: ZDocumentExternalIdSchema.nullish(),
       visibility: ZDocumentVisibilitySchema.optional(),
-      includeSigningCertificate: ZDocumentIncludeSigningCertificateSchema.optional(),
-      includeAuditTrailLog: ZDocumentIncludeAuditTrailSchema.optional(),
       globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullish(),
       globalActionAuth: ZDocumentActionAuthTypesSchema.nullish(),
     })

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

@@ -206,7 +206,6 @@ export const ZUpdateTeamDocumentSettingsMutationSchema = z.object({
     includeSenderDetails: z.boolean().optional().default(false),
     typedSignatureEnabled: z.boolean().optional().default(true),
     includeSigningCertificate: z.boolean().optional().default(true),
-    includeAuditTrailLog: z.boolean().optional().default(true),
   }),
 });
 

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

@@ -42,7 +42,6 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 
-import { Checkbox } from '../checkbox';
 import { Combobox } from '../combobox';
 import { Input } from '../input';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
@@ -93,8 +92,6 @@ export const AddSettingsFormPartial = ({
       visibility: document.visibility || '',
       globalAccessAuth: documentAuthOption?.globalAccessAuth || undefined,
       globalActionAuth: documentAuthOption?.globalActionAuth || undefined,
-      includeSigningCertificate: document.includeSigningCertificate ?? true,
-      includeAuditTrailLog: document.includeAuditTrailLog ?? true,
       meta: {
         timezone:
           TIME_ZONES.find((timezone) => timezone === document.documentMeta?.timezone) ??
@@ -262,111 +259,6 @@ export const AddSettingsFormPartial = ({
               />
             )}
 
-            <FormField
-              control={form.control}
-              name="globalActionAuth"
-              render={({ field }) => (
-                <FormItem>
-                  <FormLabel className="flex flex-row items-center">
-                    <Trans>Recipient action authentication</Trans>
-                    <DocumentGlobalAuthActionTooltip />
-                  </FormLabel>
-
-                  <FormControl>
-                    <DocumentGlobalAuthActionSelect {...field} onValueChange={field.onChange} />
-                  </FormControl>
-                </FormItem>
-              )}
-            />
-
-            <Accordion type="multiple" className="mt-6">
-              <AccordionItem value="advanced-options" className="border-none">
-                <AccordionTrigger className="text-foreground mb-2 rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
-                  <Trans>Certificates</Trans>
-                </AccordionTrigger>
-
-                <AccordionContent className="text-muted-foreground -mx-1 px-1 pt-2 text-sm leading-relaxed">
-                  <div className="flex flex-col space-y-6">
-                    <FormField
-                      control={form.control}
-                      name="includeSigningCertificate"
-                      render={({ field }) => (
-                        <FormItem>
-                          <div className="flex flex-row items-center gap-4">
-                            <FormControl>
-                              <Checkbox
-                                checked={field.value}
-                                className="h-5 w-5"
-                                onCheckedChange={field.onChange}
-                              />
-                            </FormControl>
-                            <FormLabel className="m-0 flex flex-row items-center">
-                              <Trans>Include signing certificate</Trans>{' '}
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="mx-2 h-4 w-4" />
-                                </TooltipTrigger>
-
-                                <TooltipContent className="text-muted-foreground max-w-xs">
-                                  <Trans>
-                                    Including the signing certificate means that the certificate
-                                    will be attached to the document. You won't be able to remove
-                                    it. <br />
-                                    <br />
-                                    If you don't include it, you can download it individually.
-                                  </Trans>
-                                </TooltipContent>
-                              </Tooltip>
-                            </FormLabel>
-                          </div>
-
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
-
-                    <FormField
-                      control={form.control}
-                      name="includeAuditTrailLog"
-                      render={({ field }) => (
-                        <FormItem>
-                          <div className="flex flex-row items-center gap-4">
-                            <FormControl>
-                              <Checkbox
-                                checked={field.value}
-                                className="h-5 w-5"
-                                onCheckedChange={field.onChange}
-                              />
-                            </FormControl>
-                            <FormLabel className="m-0 flex flex-row items-center">
-                              <Trans>Include audit trail</Trans>{' '}
-                              <Tooltip>
-                                <TooltipTrigger>
-                                  <InfoIcon className="mx-2 h-4 w-4" />
-                                </TooltipTrigger>
-
-                                <TooltipContent className="text-muted-foreground max-w-xs">
-                                  <Trans>
-                                    Including the audit trail means that the log of all actions will
-                                    be attached to the document. You won't be able to remove it.{' '}
-                                    <br />
-                                    <br />
-                                    If you don't include it, you can download it individually.
-                                  </Trans>
-                                </TooltipContent>
-                              </Tooltip>
-                            </FormLabel>
-                          </div>
-
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
-                  </div>
-                </AccordionContent>
-              </AccordionItem>
-            </Accordion>
-
             {isDocumentEnterprise && (
               <FormField
                 control={form.control}

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

@@ -29,8 +29,6 @@ export const ZAddSettingsFormSchema = z.object({
   title: z.string().trim().min(1, { message: "Title can't be empty" }),
   externalId: z.string().optional(),
   visibility: z.nativeEnum(DocumentVisibility).optional(),
-  includeSigningCertificate: z.boolean().default(true).optional(),
-  includeAuditTrailLog: z.boolean().default(true).optional(),
   globalAccessAuth: ZMapNegativeOneToUndefinedSchema.pipe(
     ZDocumentAccessAuthTypesSchema.optional(),
   ),

packages/ui/primitives/split-button.tsx

@@ -1,83 +0,0 @@
-'use client';
-
-import * as React from 'react';
-
-import { ChevronDown } from 'lucide-react';
-
-import { cn } from '../lib/utils';
-import { Button } from './button';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuTrigger,
-} from './dropdown-menu';
-
-const SplitButtonContext = React.createContext<{
-  variant?: React.ComponentProps<typeof Button>['variant'];
-  size?: React.ComponentProps<typeof Button>['size'];
-}>({});
-
-const SplitButton = React.forwardRef<
-  HTMLDivElement,
-  React.HTMLAttributes<HTMLDivElement> & {
-    variant?: React.ComponentProps<typeof Button>['variant'];
-    size?: React.ComponentProps<typeof Button>['size'];
-  }
->(({ className, children, variant = 'default', size = 'default', ...props }, ref) => {
-  return (
-    <SplitButtonContext.Provider value={{ variant, size }}>
-      <div ref={ref} className={cn('inline-flex', className)} {...props}>
-        {children}
-      </div>
-    </SplitButtonContext.Provider>
-  );
-});
-SplitButton.displayName = 'SplitButton';
-
-const SplitButtonAction = React.forwardRef<
-  HTMLButtonElement,
-  React.ButtonHTMLAttributes<HTMLButtonElement>
->(({ className, children, ...props }, ref) => {
-  const { variant, size } = React.useContext(SplitButtonContext);
-  return (
-    <Button
-      ref={ref}
-      variant={variant}
-      size={size}
-      className={cn('rounded-r-none border-r-0', className)}
-      {...props}
-    >
-      {children}
-    </Button>
-  );
-});
-SplitButtonAction.displayName = 'SplitButtonAction';
-
-const SplitButtonDropdown = React.forwardRef<HTMLDivElement, React.HTMLAttributes<HTMLDivElement>>(
-  ({ children, ...props }, ref) => {
-    const { variant, size } = React.useContext(SplitButtonContext);
-    return (
-      <DropdownMenu>
-        <DropdownMenuTrigger asChild>
-          <Button
-            variant={variant}
-            size={size}
-            className="rounded-l-none px-2 focus-visible:ring-offset-0"
-          >
-            <ChevronDown className="h-4 w-4" />
-            <span className="sr-only">More options</span>
-          </Button>
-        </DropdownMenuTrigger>
-        <DropdownMenuContent align="end" {...props} ref={ref}>
-          {children}
-        </DropdownMenuContent>
-      </DropdownMenu>
-    );
-  },
-);
-SplitButtonDropdown.displayName = 'SplitButtonDropdown';
-
-const SplitButtonDropdownItem = DropdownMenuItem;
-
-export { SplitButton, SplitButtonAction, SplitButtonDropdown, SplitButtonDropdownItem };