fix: build errors

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/_meta.json

@@ -14,4 +14,4 @@
   "public-api": "Public API",
   "embedding": "Embedding",
   "webhooks": "Webhooks"
-}
+}

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/css-variables.mdx

@@ -111,6 +111,83 @@ The colors will be automatically converted to the appropriate format internally.
 
 4. **Consistent Radius**: Use a consistent border radius value that matches your application's design system.
 
+## CSS Class Targets
+
+In addition to CSS variables, specific components in the embedded experience can be targeted using CSS classes for more granular styling:
+
+### Component Classes
+
+| Class Name                        | Description                                                             |
+| --------------------------------- | ----------------------------------------------------------------------- |
+| `.embed--Root`                    | Main container for the embedded signing experience                      |
+| `.embed--DocumentContainer`       | Container for the document and signing widget                           |
+| `.embed--DocumentViewer`          | Container for the document viewer                                       |
+| `.embed--DocumentWidget`          | The signing widget container                                            |
+| `.embed--DocumentWidgetContainer` | Outer container for the signing widget, handles positioning             |
+| `.embed--DocumentWidgetHeader`    | Header section of the signing widget                                    |
+| `.embed--DocumentWidgetContent`   | Main content area of the signing widget                                 |
+| `.embed--DocumentWidgetForm`      | Form section within the signing widget                                  |
+| `.embed--DocumentWidgetFooter`    | Footer section of the signing widget                                    |
+| `.embed--WaitingForTurn`          | Container for the waiting screen when it's not the user's turn to sign  |
+| `.embed--DocumentCompleted`       | Container for the completion screen after signing                       |
+| `.field--FieldRootContainer`      | Base container for document fields (signatures, text, checkboxes, etc.) |
+
+Field components also expose several data attributes that can be used for styling different states:
+
+| Data Attribute      | Values                                         | Description                          |
+| ------------------- | ---------------------------------------------- | ------------------------------------ |
+| `[data-field-type]` | `SIGNATURE`, `TEXT`, `CHECKBOX`, `RADIO`, etc. | The type of field                    |
+| `[data-inserted]`   | `true`, `false`                                | Whether the field has been filled    |
+| `[data-validate]`   | `true`, `false`                                | Whether the field is being validated |
+
+### Field Styling Example
+
+```css
+/* Style all field containers */
+.field--FieldRootContainer {
+  transition: all 200ms ease;
+}
+
+/* Style specific field types */
+.field--FieldRootContainer[data-field-type='SIGNATURE'] {
+  background-color: rgba(0, 0, 0, 0.02);
+}
+
+/* Style inserted fields */
+.field--FieldRootContainer[data-inserted='true'] {
+  background-color: var(--primary);
+  opacity: 0.2;
+}
+
+/* Style fields being validated */
+.field--FieldRootContainer[data-validate='true'] {
+  border-color: orange;
+}
+```
+
+### Example Usage
+
+```css
+/* Custom styles for the document widget */
+.embed--DocumentWidget {
+  background-color: #ffffff;
+  box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1);
+}
+
+/* Custom styles for the waiting screen */
+.embed--WaitingForTurn {
+  background-color: #f9fafb;
+  padding: 2rem;
+}
+
+/* Responsive adjustments for the document container */
+@media (min-width: 768px) {
+  .embed--DocumentContainer {
+    gap: 2rem;
+  }
+}
+```
+
 ## Related
 
 - [React Integration](/developers/embedding/react)

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/documentation/pages/users/signing-documents/index.mdx

@@ -85,12 +85,13 @@ You can also set the recipient's role, which determines their actions and permis
 
 Documenso has 4 roles for recipients with different permissions and actions.
 
-|   Role   |                                    Function                                     | Action required | Signature |
-| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
-|  Signer  |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
-| Approver |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
-|  Viewer  |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
-|   BCC    | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
+|   Role    |                                    Function                                     | Action required | Signature |
+| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
+|  Signer   |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
+| Approver  |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
+|  Viewer   |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
+| Assistant | Can help prepare the document by filling in fields on behalf of other signers.  |       Yes       |    No     |
+|    CC     | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
 
 ### Fields
 

apps/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.9.0-rc.12",
+  "version": "1.9.1-rc.7",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {

apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx

@@ -189,6 +189,7 @@ export const SignDirectTemplateForm = ({
                   field={field}
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
+                  typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
                 />
               ))
               .with(FieldType.INITIALS, () => (
@@ -342,6 +343,7 @@ export const SignDirectTemplateForm = ({
                     onChange={(value) => {
                       setSignature(value);
                     }}
+                    allowTypedSignature={template.templateMeta?.typedSignatureEnabled}
                   />
                 </CardContent>
               </Card>

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/(signing)/sign/[token]/complete/page.tsx

@@ -4,7 +4,6 @@ import { notFound } from 'next/navigation';
 import { Trans, msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
 import { CheckCircle2, Clock8 } from 'lucide-react';
-import { getServerSession } from 'next-auth';
 import { env } from 'next-runtime-env';
 import { match } from 'ts-pattern';
 
@@ -16,10 +15,12 @@ import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-re
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
+import { getNextInboxDocument } from '@documenso/lib/server-only/user/get-next-inbox-document';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
 import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
+import { NextInboxItemButton } from '@documenso/ui/components/document/next-inbox-item-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 import { cn } from '@documenso/ui/lib/utils';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -61,9 +62,10 @@ export default async function CompletedSigningPage({
 
   const { documentData } = document;
 
-  const [fields, recipient] = await Promise.all([
+  const [fields, recipient, nextInboxDocument] = await Promise.all([
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
+    getNextInboxDocument({ email: user?.email }).catch(() => null),
   ]);
 
   if (!recipient) {
@@ -91,8 +93,7 @@ export default async function CompletedSigningPage({
     fields.find((field) => field.type === FieldType.NAME)?.customText ||
     recipient.email;
 
-  const sessionData = await getServerSession();
-  const isLoggedIn = !!sessionData?.user;
+  const isLoggedIn = !!user;
   const canSignUp = !isExistingUser && NEXT_PUBLIC_DISABLE_SIGNUP !== 'true';
 
   return (
@@ -182,12 +183,16 @@ export default async function CompletedSigningPage({
               </p>
             ))}
 
-          <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
+          <div
+            className={cn('mt-8 flex w-full items-center justify-center gap-4', {
+              'max-w-sm': !nextInboxDocument,
+            })}
+          >
             <DocumentShareButton documentId={document.id} token={recipient.token} />
 
             {document.status === DocumentStatus.COMPLETED ? (
               <DocumentDownloadButton
-                className="flex-1"
+                className="flex-1 text-xs"
                 fileName={document.title}
                 documentData={documentData}
                 disabled={document.status !== DocumentStatus.COMPLETED}
@@ -199,6 +204,15 @@ export default async function CompletedSigningPage({
                 documentData={documentData}
               />
             )}
+
+            {isLoggedIn && nextInboxDocument && (
+              <NextInboxItemButton
+                className="text-xs"
+                userEmail={user?.email}
+                documentData={documentData}
+                nextInboxDocument={nextInboxDocument}
+              />
+            )}
           </div>
         </div>
 
@@ -220,7 +234,7 @@ export default async function CompletedSigningPage({
           )}
 
           {isLoggedIn && (
-            <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-2">
+            <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-4">
               <Trans>Go Back Home</Trans>
             </Link>
           )}

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

@@ -179,14 +179,8 @@ export const NumberField = ({ field, onSignField, onUnsignField }: NumberFieldPr
 
   const onRemove = async () => {
     try {
-      if (isAssistantMode && !targetSigner) {
-        return;
-      }
-
-      const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
-
       const payload: TRemovedSignedFieldWithTokenMutationSchema = {
-        token: signingRecipient.token,
+        token: recipient.token,
         fieldId: field.id,
       };
 

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

@@ -68,26 +68,16 @@ export const RadioField = ({ field, onSignField, onUnsignField }: RadioFieldProp
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      if (isAssistantMode && !targetSigner) {
-        return;
-      }
-
       if (!selectedOption) {
         return;
       }
 
-      const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
-
       const payload: TSignFieldWithTokenMutationSchema = {
-        token: signingRecipient.token,
+        token: recipient.token,
         fieldId: field.id,
         value: selectedOption,
         isBase64: true,
         authOptions,
-        ...(isAssistantMode && {
-          isAssistantPrefill: true,
-          assistantId: recipient.id,
-        }),
       };
 
       if (onSignField) {

apps/web/src/app/(signing)/sign/[token]/reject-document-dialog.tsx

@@ -43,9 +43,10 @@ type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;
 export interface RejectDocumentDialogProps {
   document: Pick<Document, 'id'>;
   token: string;
+  onRejected?: (reason: string) => void | Promise<void>;
 }
 
-export function RejectDocumentDialog({ document, token }: RejectDocumentDialogProps) {
+export function RejectDocumentDialog({ document, token, onRejected }: RejectDocumentDialogProps) {
   const { toast } = useToast();
   const router = useRouter();
   const searchParams = useSearchParams();
@@ -79,7 +80,11 @@ export function RejectDocumentDialog({ document, token }: RejectDocumentDialogPr
 
       setIsOpen(false);
 
-      router.push(`/sign/${token}/rejected`);
+      if (onRejected) {
+        await onRejected(reason);
+      } else {
+        router.push(`/sign/${token}/rejected`);
+      }
     } catch (err) {
       toast({
         title: 'Error',

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

@@ -182,6 +182,23 @@ export const SigningFieldContainer = ({
           </button>
         )}
 
+        {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+          field.fieldMeta?.label && (
+            <div
+              className={cn(
+                'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+                {
+                  'bg-foreground/5 border-border border': !field.inserted,
+                },
+                {
+                  'bg-documenso-200 border-primary border': field.inserted,
+                },
+              )}
+            >
+              {field.fieldMeta.label}
+            </div>
+          )}
+
         {children}
       </FieldRootContainer>
     </div>

apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx

@@ -179,7 +179,13 @@ export const SigningPageView = ({
             )
             .map((field) =>
               match(field.type)
-                .with(FieldType.SIGNATURE, () => <SignatureField key={field.id} field={field} />)
+                .with(FieldType.SIGNATURE, () => (
+                  <SignatureField
+                    key={field.id}
+                    field={field}
+                    typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
+                  />
+                ))
                 .with(FieldType.INITIALS, () => <InitialsField key={field.id} field={field} />)
                 .with(FieldType.NAME, () => <NameField key={field.id} field={field} />)
                 .with(FieldType.DATE, () => (

apps/web/src/app/embed/completed.tsx

@@ -12,7 +12,7 @@ export type EmbedDocumentCompletedPageProps = {
 export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
   console.log({ signature });
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-2xl font-semibold">
         <Trans>Document Completed!</Trans>
       </h3>

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/rejected.tsx

@@ -0,0 +1,40 @@
+import { Trans } from '@lingui/macro';
+import { XCircle } from 'lucide-react';
+
+import type { Signature } from '@documenso/prisma/client';
+
+export type EmbedDocumentRejectedPageProps = {
+  name?: string;
+  signature?: Signature;
+};
+
+export const EmbedDocumentRejected = ({ name }: EmbedDocumentRejectedPageProps) => {
+  return (
+    <div className="embed--DocumentRejected relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <div className="flex flex-col items-center">
+        <div className="flex items-center gap-x-4">
+          <XCircle className="text-destructive h-10 w-10" />
+
+          <h2 className="max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+            <Trans>Document Rejected</Trans>
+          </h2>
+        </div>
+
+        <div className="text-destructive mt-4 flex items-center text-center text-sm">
+          <Trans>You have rejected this document</Trans>
+        </div>
+
+        <p className="text-muted-foreground mt-6 max-w-[60ch] text-center text-sm">
+          <Trans>
+            The document owner has been notified of your decision. They may contact you with further
+            instructions if necessary.
+          </Trans>
+        </p>
+
+        <p className="text-muted-foreground mt-2 max-w-[60ch] text-center text-sm">
+          <Trans>No further action is required from you at this time.</Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

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

@@ -10,7 +10,13 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
-import { type DocumentData, type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  type DocumentData,
+  type Field,
+  FieldType,
+  RecipientRole,
+  SigningStatus,
+} from '@documenso/prisma/client';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
@@ -26,11 +32,13 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
 import { RecipientProvider } from '~/app/(signing)/sign/[token]/recipient-context';
+import { RejectDocumentDialog } from '~/app/(signing)/sign/[token]/reject-document-dialog';
 import { Logo } from '~/components/branding/logo';
 
 import { EmbedClientLoading } from '../../client-loading';
 import { EmbedDocumentCompleted } from '../../completed';
 import { EmbedDocumentFields } from '../../document-fields';
+import { EmbedDocumentRejected } from '../../rejected';
 import { injectCss } from '../../util';
 import { ZSignDocumentEmbedDataSchema } from './schema';
 
@@ -43,7 +51,7 @@ export type EmbedSignDocumentClientPageProps = {
   metadata?: DocumentMeta | TemplateMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
-  isPlatformOrEnterprise?: boolean;
+  allowWhitelabelling?: boolean;
   allRecipients?: RecipientWithFields[];
 };
 
@@ -56,7 +64,7 @@ export const EmbedSignDocumentClientPage = ({
   metadata,
   isCompleted,
   hidePoweredBy = false,
-  isPlatformOrEnterprise = false,
+  allowWhitelabelling = false,
   allRecipients = [],
 }: EmbedSignDocumentClientPageProps) => {
   const { _ } = useLingui();
@@ -75,6 +83,9 @@ export const EmbedSignDocumentClientPage = ({
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
   const [hasCompletedDocument, setHasCompletedDocument] = useState(isCompleted);
+  const [hasRejectedDocument, setHasRejectedDocument] = useState(
+    recipient.signingStatus === SigningStatus.REJECTED,
+  );
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(
     allRecipients.length > 0 ? allRecipients[0].id : null,
   );
@@ -83,6 +94,8 @@ export const EmbedSignDocumentClientPage = ({
   const [isNameLocked, setIsNameLocked] = useState(false);
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
 
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+
   const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
   const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
 
@@ -161,6 +174,25 @@ export const EmbedSignDocumentClientPage = ({
     }
   };
 
+  const onDocumentRejected = (reason: string) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data: {
+            token,
+            documentId,
+            recipientId: recipient.id,
+            reason,
+          },
+        },
+        '*',
+      );
+    }
+
+    setHasRejectedDocument(true);
+  };
+
   useLayoutEffect(() => {
     const hash = window.location.hash.slice(1);
 
@@ -174,12 +206,13 @@ export const EmbedSignDocumentClientPage = ({
       // Since a recipient can be provided a name we can lock it without requiring
       // a to be provided by the parent application, unlike direct templates.
       setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
 
       if (data.darkModeDisabled) {
         document.documentElement.classList.add('dark-mode-disabled');
       }
 
-      if (isPlatformOrEnterprise) {
+      if (allowWhitelabelling) {
         injectCss({
           css: data.css,
           cssVars: data.cssVars,
@@ -208,6 +241,10 @@ export const EmbedSignDocumentClientPage = ({
     }
   }, [hasFinishedInit, hasDocumentLoaded]);
 
+  if (hasRejectedDocument) {
+    return <EmbedDocumentRejected name={fullName} />;
+  }
+
   if (hasCompletedDocument) {
     return (
       <EmbedDocumentCompleted
@@ -226,12 +263,22 @@ export const EmbedSignDocumentClientPage = ({
 
   return (
     <RecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
-      <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+      <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
+        {allowDocumentRejection && (
+          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+            <RejectDocumentDialog
+              document={{ id: documentId }}
+              token={token}
+              onRejected={onDocumentRejected}
+            />
+          </div>
+        )}
+
+        <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}
-          <div className="flex-1">
+          <div className="embed--DocumentViewer flex-1">
             <LazyPDFViewer
               documentData={documentData}
               onDocumentLoad={() => setHasDocumentLoaded(true)}
@@ -241,12 +288,12 @@ export const EmbedSignDocumentClientPage = ({
           {/* 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="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="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
+            <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
               {/* Header */}
-              <div>
+              <div className="embed--DocumentWidgetHeader">
                 <div className="flex items-center justify-between gap-x-2">
                   <h3 className="text-foreground text-xl font-semibold md:text-2xl">
                     {isAssistantMode ? (
@@ -256,23 +303,40 @@ 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>
 
-              <div className="hidden group-data-[expanded]/document-widget:block md:block">
+              <div className="embed--DocumentWidgetContent hidden group-data-[expanded]/document-widget:block md:block">
                 <p className="text-muted-foreground mt-2 text-sm">
                   {isAssistantMode ? (
                     <Trans>Help complete the document for other signers.</Trans>
@@ -285,7 +349,7 @@ export const EmbedSignDocumentClientPage = ({
               </div>
 
               {/* Form */}
-              <div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
+              <div className="embed--DocumentWidgetForm -mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
                 <div className="flex flex-1 flex-col gap-y-4">
                   {isAssistantMode && (
                     <div>
@@ -413,14 +477,14 @@ export const EmbedSignDocumentClientPage = ({
 
               <div className="hidden flex-1 group-data-[expanded]/document-widget:block md:block" />
 
-              <div className="mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
+              <div className="embed--DocumentWidgetFooter mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
                 {pendingFields.length > 0 ? (
                   <Button className="col-start-2" onClick={() => onNextFieldClick()}>
                     <Trans>Next</Trans>
                   </Button>
                 ) : (
                   <Button
-                    className="col-start-2"
+                    className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
                     disabled={
                       isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
                     }

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/app/embed/sign/[[...url]]/schema.ts

@@ -13,4 +13,5 @@ export const ZSignDocumentEmbedDataSchema = ZBaseEmbedDataSchema.extend({
     .optional()
     .transform((value) => value || undefined),
   lockName: z.boolean().optional().default(false),
+  allowDocumentRejection: z.boolean().optional(),
 });

apps/web/src/app/embed/waiting-for-turn.tsx

@@ -26,7 +26,7 @@ export const EmbedWaitingForTurn = () => {
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--WaitingForTurn relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-center text-2xl font-bold">
         <Trans>Waiting for Your Turn</Trans>
       </h3>

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.9.0-rc.12",
+  "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/server-only/document/complete-document-with-token.ts

@@ -12,6 +12,7 @@ import {
   WebhookTriggerEvents,
 } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import type { TRecipientActionAuth } from '../../types/document-auth';
 import {
@@ -72,6 +73,13 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
 
+  if (recipient.signingStatus === SigningStatus.REJECTED) {
+    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+      message: 'Recipient has already rejected the document',
+      statusCode: 400,
+    });
+  }
+
   if (document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL) {
     const isRecipientsTurn = await getIsRecipientsTurnToSign({ token: recipient.token });
 

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/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/user/get-next-inbox-document.ts

@@ -0,0 +1,46 @@
+import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
+
+import { prisma } from '@documenso/prisma';
+
+type GetNextInboxDocumentOptions = {
+  email: string | undefined;
+};
+
+export const getNextInboxDocument = async ({ email }: GetNextInboxDocumentOptions) => {
+  if (!email) {
+    throw new Error('User is required');
+  }
+
+  return await prisma.document.findMany({
+    where: {
+      recipients: {
+        some: {
+          email,
+          signingStatus: SigningStatus.NOT_SIGNED,
+          role: {
+            not: RecipientRole.CC,
+          },
+        },
+      },
+      status: { not: DocumentStatus.DRAFT },
+      deletedAt: null,
+    },
+    select: {
+      id: true,
+      createdAt: true,
+      title: true,
+      status: true,
+      recipients: {
+        where: {
+          email,
+        },
+        select: {
+          token: true,
+          role: true,
+        },
+      },
+      documentMeta: true,
+    },
+    orderBy: [{ createdAt: 'asc' }],
+  });
+};

packages/prisma/migrations/20250217120859_add_session_fields/migration.sql

@@ -0,0 +1,18 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `expires` on the `Session` table. All the data in the column will be lost.
+  - Added the required column `expiresAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `updatedAt` to the `Session` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- AlterTable
+ALTER TABLE "Account" ADD COLUMN     "password" TEXT;
+
+-- AlterTable
+ALTER TABLE "Session" DROP COLUMN "expires",
+ADD COLUMN     "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+ADD COLUMN     "expiresAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "ipAddress" TEXT,
+ADD COLUMN     "updatedAt" TIMESTAMP(3) NOT NULL,
+ADD COLUMN     "userAgent" TEXT;

packages/prisma/schema.prisma

@@ -270,18 +270,25 @@ model Account {
   scope             String?
   id_token          String? @db.Text
   session_state     String?
+  password          String?
 
-  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
 
   @@unique([provider, providerAccountId])
 }
 
 model Session {
-  id           String   @id @default(cuid())
-  sessionToken String   @unique
+  id           String @id @default(cuid())
+  sessionToken String @unique
   userId       Int
-  expires      DateTime
-  user         User?    @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  ipAddress String?
+  userAgent String?
+  expiresAt DateTime
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+
+  user User? @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 enum DocumentStatus {

packages/prisma/seed/initial-seed.ts

@@ -5,6 +5,18 @@ 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
@@ -39,35 +51,80 @@ export const seedDatabase = async () => {
     update: {},
   });
 
-  const examplePdfData = await prisma.documentData.upsert({
-    where: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-    },
-    create: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-      type: DocumentDataType.BYTES_64,
-      data: examplePdf,
-      initialData: examplePdf,
-    },
-    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',
-      documentDataId: examplePdfData.id,
-      userId: exampleUser.id,
-      recipients: {
-        create: {
-          name: String(adminUser.name),
-          email: adminUser.email,
-          token: Math.random().toString(36).slice(2, 9),
+    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',
     },
   });
 
+  await seedPendingDocument(adminUser, [exampleUser], {
+    key: 'admin-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
+    },
+  });
+
+  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/ui/components/document/document-status.tsx

@@ -0,0 +1,79 @@
+import type { HTMLAttributes } from 'react';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+import { CheckCircle2, Clock, File } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+
+import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { SignatureIcon } from '@documenso/ui/icons/signature';
+import { cn } from '@documenso/ui/lib/utils';
+
+type FriendlyStatus = {
+  label: MessageDescriptor;
+  labelExtended: MessageDescriptor;
+  icon?: LucideIcon;
+  color: string;
+};
+
+export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus> = {
+  PENDING: {
+    label: msg`Pending`,
+    labelExtended: msg`Document pending`,
+    icon: Clock,
+    color: 'text-blue-600 dark:text-blue-300',
+  },
+  COMPLETED: {
+    label: msg`Completed`,
+    labelExtended: msg`Document completed`,
+    icon: CheckCircle2,
+    color: 'text-green-500 dark:text-green-300',
+  },
+  DRAFT: {
+    label: msg`Draft`,
+    labelExtended: msg`Document draft`,
+    icon: File,
+    color: 'text-yellow-500 dark:text-yellow-200',
+  },
+  INBOX: {
+    label: msg`Inbox`,
+    labelExtended: msg`Document inbox`,
+    icon: SignatureIcon,
+    color: 'text-muted-foreground',
+  },
+  ALL: {
+    label: msg`All`,
+    labelExtended: msg`Document All`,
+    color: 'text-muted-foreground',
+  },
+};
+
+export type DocumentStatusProps = HTMLAttributes<HTMLSpanElement> & {
+  status: ExtendedDocumentStatus;
+  inheritColor?: boolean;
+};
+
+export const DocumentStatus = ({
+  className,
+  status,
+  inheritColor,
+  ...props
+}: DocumentStatusProps) => {
+  const { _ } = useLingui();
+
+  const { label, icon: Icon, color } = FRIENDLY_STATUS_MAP[status];
+
+  return (
+    <span className={cn('flex items-center', className)} {...props}>
+      {Icon && (
+        <Icon
+          className={cn('mr-2 inline-block h-4 w-4', {
+            [color]: !inheritColor,
+          })}
+        />
+      )}
+      {_(label)}
+    </span>
+  );
+};

packages/ui/components/document/next-inbox-item-button.tsx

@@ -0,0 +1,131 @@
+'use client';
+
+import type { HTMLAttributes } from 'react';
+
+import Link from 'next/link';
+
+import { Trans } from '@lingui/macro';
+import { CheckCircle, EyeIcon, Pencil } from 'lucide-react';
+import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
+
+import { type DocumentData, type Prisma, RecipientRole } from '@documenso/prisma/client';
+import { SignatureIcon } from '@documenso/ui/icons/signature';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Sheet,
+  SheetContent,
+  SheetDescription,
+  SheetHeader,
+  SheetTitle,
+  SheetTrigger,
+} from '@documenso/ui/primitives/sheet';
+
+import { DocumentStatus } from './document-status';
+
+type GetNextInboxDocumentResult =
+  | Prisma.DocumentGetPayload<{
+      select: {
+        id: true;
+        createdAt: true;
+        title: true;
+        status: true;
+        recipients: {
+          select: {
+            token: true;
+            role: true;
+          };
+        };
+        documentMeta: true;
+      };
+    }>[]
+  | null;
+
+export type NextInboxItemButtonProps = HTMLAttributes<HTMLButtonElement> & {
+  disabled?: boolean;
+  documentData?: DocumentData;
+  userEmail: string | undefined;
+  nextInboxDocument: GetNextInboxDocumentResult;
+};
+
+export const NextInboxItemButton = ({
+  className,
+  documentData,
+  nextInboxDocument,
+  userEmail,
+  disabled,
+  ...props
+}: NextInboxItemButtonProps) => {
+  return (
+    <Sheet>
+      <SheetTrigger asChild>
+        <Button
+          type="button"
+          variant="outline"
+          className={className}
+          disabled={disabled || !documentData || !userEmail}
+          {...props}
+        >
+          <SignatureIcon className="mr-2 h-5 w-5" />
+          <Trans>Sign Next Document</Trans>
+        </Button>
+      </SheetTrigger>
+      <SheetContent>
+        <SheetHeader>
+          <SheetTitle className="text-2xl">Inbox</SheetTitle>
+          <SheetDescription>Documents awaiting your signature or review</SheetDescription>
+        </SheetHeader>
+
+        <div className="mt-8 space-y-6">
+          {nextInboxDocument?.map((document) => {
+            const recipient = document.recipients[0];
+
+            return (
+              <div key={document.id} className="flex items-center justify-between space-y-1">
+                <div>
+                  <p className="text-foreground text-lg font-semibold">{document.title}</p>
+
+                  <div className="flex items-center gap-x-2">
+                    <DocumentStatus status={document.status} />
+
+                    {document.createdAt && (
+                      <p className="text-muted-foreground">
+                        <Trans>
+                          Created {DateTime.fromJSDate(document.createdAt).toFormat('LLL ‘yy')}
+                        </Trans>
+                      </p>
+                    )}
+                  </div>
+                </div>
+
+                <Button asChild className="w-28">
+                  <Link href={`/sign/${recipient?.token}`}>
+                    {match(recipient?.role)
+                      .with(RecipientRole.SIGNER, () => (
+                        <>
+                          <Pencil className="-ml-1 mr-2 h-4 w-4" />
+                          <Trans>Sign</Trans>
+                        </>
+                      ))
+                      .with(RecipientRole.APPROVER, () => (
+                        <>
+                          <CheckCircle className="-ml-1 mr-2 h-4 w-4" />
+                          <Trans>Approve</Trans>
+                        </>
+                      ))
+                      .otherwise(() => (
+                        <>
+                          <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+                          <Trans>View</Trans>
+                        </>
+                      ))}
+                  </Link>
+                </Button>
+              </div>
+            );
+          })}
+        </div>
+      </SheetContent>
+    </Sheet>
+  );
+};

packages/ui/components/field/field.tsx

@@ -31,7 +31,8 @@ const getCardClassNames = (
   checkBoxOrRadio: boolean,
   cardClassName?: string,
 ) => {
-  const baseClasses = 'field-card-container relative z-20 h-full w-full transition-all';
+  const baseClasses =
+    'field--FieldRootContainer field-card-container relative z-20 h-full w-full transition-all';
 
   const insertedClasses =
     'bg-primary/20 border-primary ring-primary/20 ring-offset-primary/20 ring-2 ring-offset-2 dark:shadow-none';
@@ -141,6 +142,7 @@ export function FieldRootContainer({ field, children, cardClassName }: FieldCont
       <Card
         id={`field-${field.id}`}
         ref={ref}
+        data-field-type={field.type}
         data-inserted={field.inserted ? 'true' : 'false'}
         className={cardClassNames}
       >

packages/ui/package.json

@@ -78,6 +78,7 @@
     "tailwind-merge": "^1.12.0",
     "tailwindcss-animate": "^1.0.5",
     "ts-pattern": "^5.0.5",
+    "vaul": "^1.0.0",
     "zod": "3.24.1"
   }
-}
+}

packages/ui/primitives/document-flow/field-item.tsx

@@ -12,6 +12,7 @@ import { match } from 'ts-pattern';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import { ZCheckboxFieldMeta, ZRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
 
 import { useSignerColors } from '../../lib/signer-colors';
 import { cn } from '../../lib/utils';
@@ -185,11 +186,35 @@ export const FieldItem = ({
     () => hasFieldMetaValues('CHECKBOX', field.fieldMeta, ZCheckboxFieldMeta),
     [field.fieldMeta],
   );
+
   const radioHasValues = useMemo(
     () => hasFieldMetaValues('RADIO', field.fieldMeta, ZRadioFieldMeta),
     [field.fieldMeta],
   );
 
+  const hasCheckedValues = (fieldMeta: TFieldMetaSchema, type: FieldType) => {
+    if (!fieldMeta || (type !== FieldType.RADIO && type !== FieldType.CHECKBOX)) {
+      return false;
+    }
+
+    if (type === FieldType.RADIO) {
+      const parsed = ZRadioFieldMeta.parse(fieldMeta);
+      return parsed.values?.some((value) => value.checked) ?? false;
+    }
+
+    if (type === FieldType.CHECKBOX) {
+      const parsed = ZCheckboxFieldMeta.parse(fieldMeta);
+      return parsed.values?.some((value) => value.checked) ?? false;
+    }
+
+    return false;
+  };
+
+  const fieldHasCheckedValues = useMemo(
+    () => hasCheckedValues(field.fieldMeta, field.type),
+    [field.fieldMeta, field.type],
+  );
+
   const fixedSize = checkBoxHasValues || radioHasValues;
 
   return createPortal(
@@ -229,6 +254,21 @@ export const FieldItem = ({
         onMove?.(d.node);
       }}
     >
+      {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+        field.fieldMeta?.label && (
+          <div
+            className={cn(
+              'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+              {
+                'bg-foreground/5 border-primary border': !fieldHasCheckedValues,
+                'bg-documenso-200 border-primary border': fieldHasCheckedValues,
+              },
+            )}
+          >
+            {field.fieldMeta.label}
+          </div>
+        )}
+
       <div
         className={cn(
           'relative flex h-full w-full items-center justify-center bg-white',

packages/ui/primitives/document-flow/field-items-advanced-settings/checkbox-field.tsx

@@ -126,6 +126,18 @@ export const CheckboxFieldAdvancedSettings = ({
 
   return (
     <div className="flex flex-col gap-4">
+      <div className="mb-2">
+        <Label>
+          <Trans>Label</Trans>
+        </Label>
+        <Input
+          id="label"
+          className="bg-background mt-2"
+          placeholder={_(msg`Field label`)}
+          value={fieldState.label}
+          onChange={(e) => handleFieldChange('label', e.target.value)}
+        />
+      </div>
       <div className="flex flex-row items-center gap-x-4">
         <div className="flex w-2/3 flex-col">
           <Label>

packages/ui/primitives/document-flow/field-items-advanced-settings/radio-field.tsx

@@ -2,7 +2,8 @@
 
 import { useEffect, useState } from 'react';
 
-import { Trans } from '@lingui/macro';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
 import { ChevronDown, ChevronUp, Trash } from 'lucide-react';
 
 import { validateRadioField } from '@documenso/lib/advanced-fields-validation/validate-radio';
@@ -27,6 +28,8 @@ export const RadioFieldAdvancedSettings = ({
   handleFieldChange,
   handleErrors,
 }: RadioFieldAdvancedSettingsProps) => {
+  const { _ } = useLingui();
+
   const [showValidation, setShowValidation] = useState(false);
   const [values, setValues] = useState(
     fieldState.values ?? [{ id: 1, checked: false, value: 'Default value' }],
@@ -102,6 +105,18 @@ export const RadioFieldAdvancedSettings = ({
   return (
     <div className="flex flex-col gap-4">
       <div className="flex flex-col gap-4">
+        <div>
+          <Label>
+            <Trans>Label</Trans>
+          </Label>
+          <Input
+            id="label"
+            className="bg-background mt-2"
+            placeholder={_(msg`Field label`)}
+            value={fieldState.label}
+            onChange={(e) => handleFieldChange('label', e.target.value)}
+          />
+        </div>
         <div className="flex flex-row items-center gap-2">
           <Switch
             className="bg-background"