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feat: add ai detection for recipients and fields (#2271)

Browse source 
Use Gemini to handle detection of recipients and fields within
documents.

Opt in using organisation or team settings.

Replaces #2128 since the branch was cursed and would include
dependencies that weren't even in the lock file.



https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec
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Lucas Smith 2025-12-03 23:39:41 +11:00 committed by GitHub
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51 changed files with 4202 additions and 68 deletions
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11
.env.example
View file

@ -147,6 +147,15 @@ NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
# We only collect: app version, installation ID, and node ID. No personal data is collected.
DOCUMENSO_DISABLE_TELEMETRY=
# [[AI]]
# OPTIONAL: Google Cloud Project ID for Vertex AI.
GOOGLE_VERTEX_PROJECT_ID=""
# OPTIONAL: Google Cloud region for Vertex AI. Defaults to "global".
GOOGLE_VERTEX_LOCATION="global"
# OPTIONAL: API key for Google Vertex AI (Gemini). Get your key from:
# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
GOOGLE_VERTEX_API_KEY=""
# [[E2E Tests]]
E2E_TEST_AUTHENTICATE_USERNAME="Test User"
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
@ -157,4 +166,4 @@ E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
NEXT_PRIVATE_LOGGER_FILE_PATH=
# [[PLAIN SUPPORT]]
NEXT_PRIVATE_PLAIN_API_KEY=
NEXT_PRIVATE_PLAIN_API_KEY=

3
.gitignore vendored
View file

@ -60,3 +60,6 @@ CLAUDE.md
# agents
.specs
# scripts
scripts/output*

368
apps/remix/app/components/dialogs/ai-field-detection-dialog.tsx Normal file
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@ -0,0 +1,368 @@
import { useCallback, useEffect, useMemo, useState } from 'react';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { Label } from '@documenso/ui/primitives/label';
import { Textarea } from '@documenso/ui/primitives/textarea';
import {
AiApiError,
type DetectFieldsProgressEvent,
detectFields,
} from '../../../server/api/ai/detect-fields.client';
import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
type AiFieldDetectionDialogProps = {
open: boolean;
onOpenChange: (open: boolean) => void;
onComplete: (fields: NormalizedFieldWithContext[]) => void;
envelopeId: string;
teamId: number;
};
const PROCESSING_MESSAGES = [
msg`Reading your document`,
msg`Analyzing page layout`,
msg`Looking for form fields`,
msg`Detecting signature areas`,
msg`Identifying input fields`,
msg`Mapping fields to recipients`,
msg`Almost done`,
] as const;
const FIELD_TYPE_LABELS: Record<string, MessageDescriptor> = {
SIGNATURE: msg`Signature`,
INITIALS: msg`Initials`,
NAME: msg`Name`,
EMAIL: msg`Email`,
DATE: msg`Date`,
TEXT: msg`Text`,
NUMBER: msg`Number`,
CHECKBOX: msg`Checkbox`,
RADIO: msg`Radio`,
};
export const AiFieldDetectionDialog = ({
open,
onOpenChange,
onComplete,
envelopeId,
teamId,
}: AiFieldDetectionDialogProps) => {
const { _ } = useLingui();
const [state, setState] = useState<DialogState>('PROMPT');
const [messageIndex, setMessageIndex] = useState(0);
const [detectedFields, setDetectedFields] = useState<NormalizedFieldWithContext[]>([]);
const [error, setError] = useState<string | null>(null);
const [context, setContext] = useState('');
const [progress, setProgress] = useState<DetectFieldsProgressEvent | null>(null);
const onDetectClick = useCallback(async () => {
setState('PROCESSING');
setMessageIndex(0);
setError(null);
setProgress(null);
try {
await detectFields({
request: {
envelopeId,
teamId,
context: context || undefined,
},
onProgress: (progressEvent) => {
setProgress(progressEvent);
},
onComplete: (event) => {
setDetectedFields(event.fields);
setState('REVIEW');
},
onError: (err) => {
console.error('Detection failed:', err);
if (err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err.message);
setState('ERROR');
},
});
} catch (err) {
console.error('Detection failed:', err);
if (err instanceof AiApiError && err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err instanceof Error ? err.message : 'Failed to detect fields');
setState('ERROR');
}
}, [envelopeId, teamId, context]);
const onAddFields = () => {
onComplete(detectedFields);
onOpenChange(false);
setState('PROMPT');
setDetectedFields([]);
setContext('');
};
const onClose = () => {
onOpenChange(false);
setState('PROMPT');
setDetectedFields([]);
setError(null);
setContext('');
setProgress(null);
};
// Group fields by type for summary display
const fieldCountsByType = useMemo(() => {
const counts: Record<string, number> = {};
for (const field of detectedFields) {
counts[field.type] = (counts[field.type] || 0) + 1;
}
return Object.entries(counts).sort(([, a], [, b]) => b - a);
}, [detectedFields]);
useEffect(() => {
if (state !== 'PROCESSING') {
return;
}
const interval = setInterval(() => {
setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
}, 4000);
return () => clearInterval(interval);
}, [state]);
return (
<Dialog open={open}>
<DialogContent className="sm:max-w-lg" hideClose={true}>
{state === 'PROMPT' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detect fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
<Trans>
We'll scan your document to find form fields like signature lines, text inputs,
checkboxes, and more. Detected fields will be suggested for you to review.
</Trans>
</p>
<Alert className="flex items-center gap-2 space-y-0" variant="neutral">
<ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
<AlertDescription className="mt-0">
<Trans>
Your document is processed securely using AI services that don't retain your
data.
</Trans>
</AlertDescription>
</Alert>
<div className="space-y-1.5">
<Label htmlFor="context">
<Trans>Context</Trans>
</Label>
<Textarea
id="context"
placeholder={_(msg`David is the Employee, Lucas is the Manager`)}
value={context}
onChange={(e) => setContext(e.target.value)}
rows={2}
className="resize-none"
/>
<p className="text-xs text-muted-foreground">
<Trans>Help the AI assign fields to the right recipients.</Trans>
</p>
</div>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Skip</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Detect</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'PROCESSING' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detecting fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="flex flex-col items-center py-8">
<AnimatedDocumentScanner />
<p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
{progress && (
<p className="mt-2 text-xs text-muted-foreground/60">
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
{progress.fieldsDetected} field(s) found
</Trans>
</p>
)}
<p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
<Trans>This can take a minute or two depending on the size of your document.</Trans>
</p>
<div className="mt-4 flex gap-1">
{PROCESSING_MESSAGES.map((_, index) => (
<div
key={index}
className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
}`}
/>
))}
</div>
</div>
</>
)}
{state === 'REVIEW' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detected fields</Trans>
</DialogTitle>
</DialogHeader>
<div className="max-h-[400px] overflow-y-auto">
{detectedFields.length === 0 ? (
<div className="flex flex-col items-center py-8">
<FormInputIcon className="h-12 w-12 text-muted-foreground/50" />
<p className="mt-4 text-center text-sm text-muted-foreground">
<Trans>No fields were detected in your document.</Trans>
</p>
<p className="mt-1 text-center text-xs text-muted-foreground/70">
<Trans>You can add fields manually in the editor.</Trans>
</p>
</div>
) : (
<>
<p className="text-sm text-muted-foreground">
<Trans>We found {detectedFields.length} field(s) in your document.</Trans>
</p>
<ul className="mt-4 divide-y rounded-lg border">
{fieldCountsByType.map(([type, count]) => (
<li key={type} className="flex items-center justify-between px-4 py-3">
<span className="text-sm">{_(FIELD_TYPE_LABELS[type]) || type}</span>
<span className="text-sm font-medium text-muted-foreground">{count}</span>
</li>
))}
</ul>
</>
)}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Cancel</Trans>
</Button>
{detectedFields.length > 0 && (
<Button type="button" onClick={onAddFields}>
<CheckIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Add fields</Trans>
</Button>
)}
</DialogFooter>
</>
)}
{state === 'ERROR' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detection failed</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>Something went wrong while detecting fields.</Trans>
</p>
{error && <p className="mt-2 text-sm text-destructive">{error}</p>}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'RATE_LIMITED' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Too many requests</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>
You've made too many detection requests. Please wait a minute before trying again.
</Trans>
</p>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};

361
apps/remix/app/components/dialogs/ai-recipient-detection-dialog.tsx Normal file
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@ -0,0 +1,361 @@
import { useCallback, useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
AiApiError,
type DetectRecipientsProgressEvent,
detectRecipients,
} from '../../../server/api/ai/detect-recipients.client';
import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
type AiRecipientDetectionDialogProps = {
open: boolean;
onOpenChange: (open: boolean) => void;
onComplete: (recipients: TDetectedRecipientSchema[]) => void;
envelopeId: string;
teamId: number;
};
const PROCESSING_MESSAGES = [
msg`Reading your document`,
msg`Analyzing pages`,
msg`Looking for signature fields`,
msg`Identifying recipients`,
msg`Extracting contact details`,
msg`Almost done`,
] as const;
export const AiRecipientDetectionDialog = ({
open,
onOpenChange,
onComplete,
envelopeId,
teamId,
}: AiRecipientDetectionDialogProps) => {
const { _ } = useLingui();
const [state, setState] = useState<DialogState>('PROMPT');
const [messageIndex, setMessageIndex] = useState(0);
const [detectedRecipients, setDetectedRecipients] = useState<TDetectedRecipientSchema[]>([]);
const [error, setError] = useState<string | null>(null);
const [progress, setProgress] = useState<DetectRecipientsProgressEvent | null>(null);
const onDetectClick = useCallback(async () => {
setState('PROCESSING');
setMessageIndex(0);
setError(null);
setProgress(null);
try {
await detectRecipients({
request: {
envelopeId,
teamId,
},
onProgress: (progressEvent) => {
setProgress(progressEvent);
},
onComplete: (event) => {
setDetectedRecipients(event.recipients);
setState('REVIEW');
},
onError: (err) => {
console.error('Detection failed:', err);
if (err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err.message);
setState('ERROR');
},
});
} catch (err) {
console.error('Detection failed:', err);
if (err instanceof AiApiError && err.status === 429) {
setState('RATE_LIMITED');
return;
}
setError(err instanceof Error ? err.message : 'Failed to detect recipients');
setState('ERROR');
}
}, [envelopeId, teamId]);
const handleRemoveRecipient = (index: number) => {
setDetectedRecipients((prev) => prev.filter((_, i) => i !== index));
};
const onAddRecipients = () => {
onComplete(detectedRecipients);
onOpenChange(false);
setState('PROMPT');
setDetectedRecipients([]);
};
const onClose = () => {
onOpenChange(false);
setState('PROMPT');
setDetectedRecipients([]);
setError(null);
setProgress(null);
};
useEffect(() => {
if (state !== 'PROCESSING') {
return;
}
const interval = setInterval(() => {
setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
}, 4000);
return () => clearInterval(interval);
}, [state]);
return (
<Dialog open={open}>
<DialogContent className="sm:max-w-lg" hideClose={true}>
{state === 'PROMPT' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detect recipients</Trans>
</DialogTitle>
</DialogHeader>
<div>
<p className="text-sm text-muted-foreground">
<Trans>
We'll scan your document to find signature fields and identify who needs to sign.
Detected recipients will be suggested for you to review.
</Trans>
</p>
<Alert className="mt-4 flex items-center gap-2 space-y-0" variant="neutral">
<ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
<AlertDescription className="mt-0">
<Trans>
Your document is processed securely using AI services that don't retain your
data.
</Trans>
</AlertDescription>
</Alert>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Skip</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Detect</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'PROCESSING' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detecting recipients</Trans>
</DialogTitle>
</DialogHeader>
<div className="flex flex-col items-center py-8">
<AnimatedDocumentScanner />
<p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
{progress && (
<p className="mt-2 text-xs text-muted-foreground/60">
<Trans>
Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
{progress.recipientsDetected} recipient(s) found
</Trans>
</p>
)}
<p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
<Trans>This can take a minute or two depending on the size of your document.</Trans>
</p>
<div className="mt-4 flex gap-1">
{PROCESSING_MESSAGES.map((_, index) => (
<div
key={index}
className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
}`}
/>
))}
</div>
</div>
</>
)}
{state === 'REVIEW' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detected recipients</Trans>
</DialogTitle>
</DialogHeader>
<div className="max-h-[400px] overflow-y-auto">
{detectedRecipients.length === 0 ? (
<div className="flex flex-col items-center py-8">
<UserIcon className="h-12 w-12 text-muted-foreground/50" />
<p className="mt-4 text-center text-sm text-muted-foreground">
<Trans>No recipients were detected in your document.</Trans>
</p>
<p className="mt-1 text-center text-xs text-muted-foreground/70">
<Trans>You can add recipients manually in the editor.</Trans>
</p>
</div>
) : (
<>
<p className="text-sm text-muted-foreground">
<Trans>
We found {detectedRecipients.length} recipient(s) in your document.
</Trans>
</p>
<ul className="mt-4 divide-y rounded-lg border">
{detectedRecipients.map((recipient, index) => (
<li key={index} className="flex items-center justify-between px-4 py-3">
<AvatarWithText
avatarFallback={
recipient.name
? recipient.name.slice(0, 1).toUpperCase()
: recipient.email
? recipient.email.slice(0, 1).toUpperCase()
: '?'
}
primaryText={
<p className="text-sm font-medium text-foreground">
{recipient.name || _(msg`Unknown name`)}
</p>
}
secondaryText={
<div className="text-xs text-muted-foreground">
<p className="italic text-muted-foreground/70">
{recipient.email || _(msg`No email detected`)}
</p>
<p>{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
</div>
}
/>
<button
type="button"
className="h-8 w-8 p-0 text-muted-foreground/80 hover:text-destructive focus-visible:border-destructive focus-visible:ring-destructive"
onClick={() => handleRemoveRecipient(index)}
>
<span className="sr-only">
<Trans>Remove recipient</Trans>
</span>
<XIcon className="h-4 w-4" aria-hidden="true" />
</button>
</li>
))}
</ul>
</>
)}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Cancel</Trans>
</Button>
{detectedRecipients.length > 0 && (
<Button type="button" onClick={onAddRecipients}>
<CheckIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Add recipients</Trans>
</Button>
)}
</DialogFooter>
</>
)}
{state === 'ERROR' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Detection failed</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>Something went wrong while detecting recipients.</Trans>
</p>
{error && <p className="mt-2 text-sm text-destructive">{error}</p>}
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
{state === 'RATE_LIMITED' && (
<>
<DialogHeader>
<DialogTitle>
<Trans>Too many requests</Trans>
</DialogTitle>
</DialogHeader>
<div className="py-4">
<p className="text-sm text-muted-foreground">
<Trans>
You've made too many detection requests. Please wait a minute before trying again.
</Trans>
</p>
</div>
<DialogFooter>
<Button type="button" variant="ghost" onClick={onClose}>
<Trans>Close</Trans>
</Button>
<Button type="button" onClick={onDetectClick}>
<Trans>Try again</Trans>
</Button>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};

63
apps/remix/app/components/forms/document-preferences-form.tsx
View file

@ -58,6 +58,7 @@ export type TDocumentPreferencesFormSchema = {
includeSigningCertificate: boolean | null;
includeAuditLog: boolean | null;
signatureTypes: DocumentSignatureType[];
aiFeaturesEnabled: boolean | null;
};
type SettingsSubset = Pick<
@ -72,11 +73,13 @@ type SettingsSubset = Pick<
| 'typedSignatureEnabled'
| 'uploadSignatureEnabled'
| 'drawSignatureEnabled'
| 'aiFeaturesEnabled'
>;
export type DocumentPreferencesFormProps = {
settings: SettingsSubset;
canInherit: boolean;
isAiFeaturesConfigured?: boolean;
onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
};
@ -84,6 +87,7 @@ export const DocumentPreferencesForm = ({
settings,
onFormSubmit,
canInherit,
isAiFeaturesConfigured = false,
}: DocumentPreferencesFormProps) => {
const { t } = useLingui();
const { user, organisations } = useSession();
@ -105,6 +109,7 @@ export const DocumentPreferencesForm = ({
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
message: msg`At least one signature type must be enabled`.id,
}),
aiFeaturesEnabled: z.boolean().nullable(),
});
const form = useForm<TDocumentPreferencesFormSchema>({
@ -120,6 +125,7 @@ export const DocumentPreferencesForm = ({
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
aiFeaturesEnabled: settings.aiFeaturesEnabled,
},
resolver: zodResolver(ZDocumentPreferencesFormSchema),
});
@ -312,7 +318,7 @@ export const DocumentPreferencesForm = ({
}))}
selectedValues={field.value}
onChange={field.onChange}
className="bg-background w-full"
className="w-full bg-background"
enableSearch={false}
emptySelectionPlaceholder={
canInherit ? t`Inherit from organisation` : t`Select signature types`
@ -378,7 +384,7 @@ export const DocumentPreferencesForm = ({
</FormControl>
<div className="pt-2">
<div className="text-muted-foreground text-xs font-medium">
<div className="text-xs font-medium text-muted-foreground">
<Trans>Preview</Trans>
</div>
@ -509,6 +515,59 @@ export const DocumentPreferencesForm = ({
)}
/>
{isAiFeaturesConfigured && (
<FormField
control={form.control}
name="aiFeaturesEnabled"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>AI Features</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger className="bg-background text-muted-foreground">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Enabled</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>Disabled</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Enable AI-powered features such as automatic recipient detection. When
enabled, document content will be sent to AI providers. We only use providers
that do not retain data for training and prefer European regions where
available.
</Trans>
</FormDescription>
</FormItem>
)}
/>
)}
<div className="flex flex-row justify-end space-x-4">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Update</Trans>

78
apps/remix/app/components/general/animated-document-scanner.tsx Normal file
View file

@ -0,0 +1,78 @@
import { useEffect, useState } from 'react';
import { SearchIcon } from 'lucide-react';
import { cn } from '@documenso/ui/lib/utils';
export type AnimatedDocumentScannerProps = {
className?: string;
interval?: number;
};
export const AnimatedDocumentScanner = ({
className,
interval = 2500,
}: AnimatedDocumentScannerProps) => {
const [magPosition, setMagPosition] = useState({ x: 0, y: 0, page: 0 });
useEffect(() => {
const moveInterval = setInterval(() => {
setMagPosition({
x: Math.random() * 60 - 30,
y: Math.random() * 50 - 25,
page: Math.random() > 0.5 ? 1 : 0,
});
}, interval);
return () => clearInterval(moveInterval);
}, [interval]);
return (
<div className={cn('relative mx-auto h-36 w-56', className)}>
{/* Magnifying glass */}
<div
className="pointer-events-none absolute z-50 transition-all duration-1000 ease-in-out"
style={{
left: magPosition.page === 0 ? '25%' : '75%',
top: '50%',
transform: `translate(calc(-50% + ${magPosition.x}px), calc(-50% + ${magPosition.y}px))`,
}}
>
<SearchIcon className="h-8 w-8 text-foreground" />
</div>
{/* Book container */}
<div className="relative h-full w-full animate-pulse" style={{ perspective: '800px' }}>
<div className="relative h-full w-full" style={{ transformStyle: 'preserve-3d' }}>
{/* Left page */}
<div
className="absolute left-0 top-0 h-full w-[calc(50%)] origin-right overflow-hidden rounded-l-md border border-border bg-card shadow-md"
style={{ transform: 'rotateY(15deg) skewY(-1deg)' }}
>
<div className="absolute inset-3 space-y-2">
<div className="h-1.5 w-3/4 rounded-sm bg-muted" />
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-5/6 rounded-sm bg-muted" />
<div className="h-1.5 w-2/3 rounded-sm bg-muted" />
<div className="mt-3 h-6 w-3/4 rounded border border-dashed border-primary" />
</div>
</div>
{/* Right page */}
<div
className="absolute right-0 top-0 h-full w-[calc(50%)] origin-left overflow-hidden rounded-r-md border border-border bg-card shadow-md"
style={{ transform: 'rotateY(-15deg) skewY(1deg)' }}
>
<div className="absolute inset-3 space-y-2">
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-4/5 rounded-sm bg-muted" />
<div className="h-1.5 w-full rounded-sm bg-muted" />
<div className="h-1.5 w-3/5 rounded-sm bg-muted" />
<div className="mt-3 h-6 w-2/3 rounded border border-dashed border-primary" />
</div>
</div>
</div>
</div>
</div>
);
};

92
apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx
View file

@ -1,28 +1,31 @@
import { lazy, useEffect, useMemo } from 'react';
import { lazy, useEffect, useMemo, useState } from 'react';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { FieldType, RecipientRole } from '@prisma/client';
import { FileTextIcon } from 'lucide-react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
import { FileTextIcon, SparklesIcon } from 'lucide-react';
import { Link, useSearchParams } from 'react-router';
import { isDeepEqual } from 'remeda';
import { match } from 'ts-pattern';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
import type {
TCheckboxFieldMeta,
TDateFieldMeta,
TDropdownFieldMeta,
TEmailFieldMeta,
TFieldMetaSchema,
TInitialsFieldMeta,
TNameFieldMeta,
TNumberFieldMeta,
TRadioFieldMeta,
TSignatureFieldMeta,
TTextFieldMeta,
import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
import {
FIELD_META_DEFAULT_VALUES,
type TCheckboxFieldMeta,
type TDateFieldMeta,
type TDropdownFieldMeta,
type TEmailFieldMeta,
type TFieldMetaSchema,
type TInitialsFieldMeta,
type TNameFieldMeta,
type TNumberFieldMeta,
type TRadioFieldMeta,
type TSignatureFieldMeta,
type TTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
@ -31,6 +34,7 @@ import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/al
import { Button } from '@documenso/ui/primitives/button';
import { Separator } from '@documenso/ui/primitives/separator';
import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
import { EditorFieldDropdownForm } from '~/components/forms/editor/editor-field-dropdown-form';
@ -41,6 +45,7 @@ import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-nu
import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
import { useCurrentTeam } from '~/providers/team';
import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
@ -67,11 +72,15 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
export const EnvelopeEditorFieldsPage = () => {
const [searchParams] = useSearchParams();
const team = useCurrentTeam();
const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
const { currentEnvelopeItem } = useCurrentEnvelopeRender();
const { t } = useLingui();
const { _ } = useLingui();
const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
const selectedField = useMemo(
() => structuredClone(editorFields.selectedField),
@ -96,6 +105,24 @@ export const EnvelopeEditorFieldsPage = () => {
}
};
const onFieldDetectionComplete = (fields: NormalizedFieldWithContext[]) => {
for (const field of fields) {
editorFields.addField({
height: field.height,
width: field.width,
positionX: field.positionX,
positionY: field.positionY,
type: field.type,
envelopeItemId: field.envelopeItemId,
recipientId: field.recipientId,
page: field.pageNumber,
fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[field.type]),
});
}
setIsAiFieldDialogOpen(false);
};
/**
* Set the selected recipient to the first recipient in the envelope.
*/
@ -202,6 +229,35 @@ export const EnvelopeEditorFieldsPage = () => {
selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
/>
{team.preferences.aiFeaturesEnabled && (
<>
<Button
type="button"
variant="outline"
size="sm"
className="mt-4 w-full"
onClick={() => setIsAiFieldDialogOpen(true)}
disabled={envelope.status !== DocumentStatus.DRAFT}
title={
envelope.status !== DocumentStatus.DRAFT
? _(msg`You can only detect fields in draft envelopes`)
: undefined
}
>
<SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
<Trans>Detect with AI</Trans>
</Button>
<AiFieldDetectionDialog
open={isAiFieldDialogOpen}
onOpenChange={setIsAiFieldDialogOpen}
onComplete={onFieldDetectionComplete}
envelopeId={envelope.id}
teamId={envelope.teamId}
/>
</>
)}
</section>
{/* Field details section. */}
@ -243,7 +299,7 @@ export const EnvelopeEditorFieldsPage = () => {
<div className="px-4 [&_label]:text-xs [&_label]:text-foreground/70">
<h3 className="text-sm font-semibold">
{t(FieldSettingsTypeTranslations[selectedField.type])}
{_(FieldSettingsTypeTranslations[selectedField.type])}
</h3>
{match(selectedField.type)

132
apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx
View file

@ -12,8 +12,9 @@ import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
import { motion } from 'framer-motion';
import { GripVerticalIcon, HelpCircleIcon, PlusIcon, TrashIcon } from 'lucide-react';
import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
import { useFieldArray, useForm, useWatch } from 'react-hook-form';
import { useSearchParams } from 'react-router';
import { isDeepEqual, prop, sortBy } from 'remeda';
import { z } from 'zod';
@ -22,6 +23,7 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import {
ZRecipientActionAuthTypesSchema,
ZRecipientAuthOptionsSchema,
@ -60,6 +62,9 @@ import { Input } from '@documenso/ui/primitives/input';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
import { useCurrentTeam } from '~/providers/team';
const ZEnvelopeRecipientsForm = z.object({
signers: z.array(
z.object({
@ -85,14 +90,36 @@ export const EnvelopeEditorRecipientForm = () => {
const { envelope, setRecipientsDebounced, updateEnvelope } = useCurrentEnvelopeEditor();
const organisation = useCurrentOrganisation();
const team = useCurrentTeam();
const { t } = useLingui();
const { toast } = useToast();
const { remaining } = useLimits();
const { user } = useSession();
const [searchParams, setSearchParams] = useSearchParams();
const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
// AI recipient detection dialog state
const [isAiDialogOpen, setIsAiDialogOpen] = useState(() => searchParams.get('ai') === 'true');
const onAiDialogOpenChange = (open: boolean) => {
setIsAiDialogOpen(open);
if (!open && searchParams.get('ai') === 'true') {
setSearchParams(
(prev) => {
const newParams = new URLSearchParams(prev);
newParams.delete('ai');
return newParams;
},
{ replace: true },
);
}
};
const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
const initialId = useId();
@ -244,6 +271,71 @@ export const EnvelopeEditorRecipientForm = () => {
});
};
const onAiDetectionComplete = (detectedRecipients: TDetectedRecipientSchema[]) => {
const currentSigners = form.getValues('signers');
let nextSigningOrder =
currentSigners.length > 0
? Math.max(...currentSigners.map((s) => s.signingOrder ?? 0)) + 1
: 1;
// If the only signer is the default empty signer lets just replace it with the detected recipients
if (currentSigners.length === 1 && !currentSigners[0].name && !currentSigners[0].email) {
form.setValue(
'signers',
detectedRecipients.map((recipient, index) => ({
formId: nanoid(12),
name: recipient.name,
email: recipient.email,
role: recipient.role,
actionAuth: [],
signingOrder: index + 1,
})),
{
shouldValidate: true,
shouldDirty: true,
},
);
return;
}
for (const recipient of detectedRecipients) {
const emailExists = currentSigners.some(
(s) => s.email.toLowerCase() === recipient.email.toLowerCase(),
);
const nameExists = currentSigners.some(
(s) => s.name.toLowerCase() === recipient.name.toLowerCase(),
);
if ((emailExists && recipient.email) || (nameExists && recipient.name)) {
continue;
}
currentSigners.push({
formId: nanoid(12),
name: recipient.name,
email: recipient.email,
role: recipient.role,
actionAuth: [],
signingOrder: nextSigningOrder,
});
nextSigningOrder += 1;
}
form.setValue('signers', normalizeSigningOrders(currentSigners), {
shouldValidate: true,
shouldDirty: true,
});
toast({
title: t`Recipients added`,
description: t`${detectedRecipients.length} recipient(s) have been added from AI detection.`,
});
};
const onRemoveSigner = (index: number) => {
const signer = signers[index];
@ -549,6 +641,26 @@ export const EnvelopeEditorRecipientForm = () => {
</div>
<div className="flex flex-row items-center space-x-2">
{team.preferences.aiFeaturesEnabled && (
<Tooltip>
<TooltipTrigger asChild>
<Button
variant="outline"
type="button"
size="sm"
disabled={isSubmitting}
onClick={() => setIsAiDialogOpen(true)}
>
<SparklesIcon className="h-4 w-4" />
</Button>
</TooltipTrigger>
<TooltipContent>
<Trans>Detect recipients with AI</Trans>
</TooltipContent>
</Tooltip>
)}
<Button
variant="outline"
className="flex flex-row items-center"
@ -576,7 +688,7 @@ export const EnvelopeEditorRecipientForm = () => {
<CardContent>
<AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
<Form {...form}>
<div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
<div className="-mt-2 mb-2 space-y-4 rounded-md bg-accent/50 p-4">
{organisation.organisationClaim.flags.cfr21 && (
<div className="flex flex-row items-center">
<Checkbox
@ -640,7 +752,7 @@ export const EnvelopeEditorRecipientForm = () => {
<Tooltip>
<TooltipTrigger asChild>
<span className="text-muted-foreground ml-1 cursor-help">
<span className="ml-1 cursor-help text-muted-foreground">
<HelpCircleIcon className="h-3.5 w-3.5" />
</span>
</TooltipTrigger>
@ -685,7 +797,7 @@ export const EnvelopeEditorRecipientForm = () => {
<Tooltip>
<TooltipTrigger asChild>
<span className="text-muted-foreground ml-1 cursor-help">
<span className="ml-1 cursor-help text-muted-foreground">
<HelpCircleIcon className="h-3.5 w-3.5" />
</span>
</TooltipTrigger>
@ -722,7 +834,7 @@ export const EnvelopeEditorRecipientForm = () => {
>
{signers.map((signer, index) => (
<Draggable
key={`${signer.id}-${signer.signingOrder}`}
key={`${signer.nativeId}-${signer.signingOrder}`}
draggableId={signer['nativeId']}
index={index}
isDragDisabled={
@ -738,7 +850,7 @@ export const EnvelopeEditorRecipientForm = () => {
{...provided.draggableProps}
{...provided.dragHandleProps}
className={cn('py-1', {
'bg-widget-foreground pointer-events-none rounded-md pt-2':
'pointer-events-none rounded-md bg-widget-foreground pt-2':
snapshot.isDragging,
})}
>
@ -998,6 +1110,14 @@ export const EnvelopeEditorRecipientForm = () => {
onOpenChange={setShowSigningOrderConfirmation}
onConfirm={handleSigningOrderDisable}
/>
<AiRecipientDetectionDialog
open={isAiDialogOpen}
onOpenChange={onAiDialogOpenChange}
onComplete={onAiDetectionComplete}
envelopeId={envelope.id}
teamId={envelope.teamId}
/>
</CardContent>
</Card>
);

18
apps/remix/app/components/general/envelope/envelope-drop-zone-wrapper.tsx
View file

@ -116,7 +116,9 @@ export const EnvelopeDropZoneWrapper = ({
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${pathPrefix}/${id}/edit`);
const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
} catch (err) {
const error = AppError.parseError(err);
@ -224,9 +226,9 @@ export const EnvelopeDropZoneWrapper = ({
{children}
{isDragActive && (
<div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
<div className="fixed left-0 top-0 z-[9999] h-full w-full bg-muted/60 backdrop-blur-[4px]">
<div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
<h2 className="text-foreground text-2xl font-semibold">
<h2 className="text-2xl font-semibold text-foreground">
{type === EnvelopeType.DOCUMENT ? (
<Trans>Upload Document</Trans>
) : (
@ -234,7 +236,7 @@ export const EnvelopeDropZoneWrapper = ({
)}
</h2>
<p className="text-muted-foreground text-md mt-4">
<p className="text-md mt-4 text-muted-foreground">
<Trans>Drag and drop your PDF file here</Trans>
</p>
@ -251,7 +253,7 @@ export const EnvelopeDropZoneWrapper = ({
team?.id === undefined &&
remaining.documents > 0 &&
Number.isFinite(remaining.documents) && (
<p className="text-muted-foreground/80 mt-4 text-sm">
<p className="mt-4 text-sm text-muted-foreground/80">
<Trans>
{remaining.documents} of {quota.documents} documents remaining this month.
</Trans>
@ -262,10 +264,10 @@ export const EnvelopeDropZoneWrapper = ({
)}
{isLoading && (
<div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
<div className="absolute inset-0 z-50 bg-muted/30 backdrop-blur-[2px]">
<div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
<Loader className="text-primary h-12 w-12 animate-spin" />
<p className="text-foreground mt-8 font-medium">
<Loader className="h-12 w-12 animate-spin text-primary" />
<p className="mt-8 font-medium text-foreground">
<Trans>Uploading</Trans>
</p>
</div>

4
apps/remix/app/components/general/envelope/envelope-upload-button.tsx
View file

@ -108,7 +108,9 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${pathPrefix}/${id}/edit`);
const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
toast({
title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,

21
apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx
View file

@ -1,8 +1,10 @@
import { useLingui } from '@lingui/react/macro';
import { Loader } from 'lucide-react';
import { useLoaderData } from 'react-router';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { trpc } from '@documenso/trpc/react';
@ -19,9 +21,16 @@ export function meta() {
return appMetaTags('Document Preferences');
}
export default function OrganisationSettingsDocumentPage() {
const { organisations } = useSession();
export const loader = () => {
return {
isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
};
};
export default function OrganisationSettingsDocumentPage() {
const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
const { organisations } = useSession();
const organisation = useCurrentOrganisation();
const { t } = useLingui();
@ -48,6 +57,7 @@ export default function OrganisationSettingsDocumentPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
aiFeaturesEnabled,
} = data;
if (
@ -56,7 +66,8 @@ export default function OrganisationSettingsDocumentPage() {
documentDateFormat === null ||
includeSenderDetails === null ||
includeSigningCertificate === null ||
includeAuditLog === null
includeAuditLog === null ||
aiFeaturesEnabled === null
) {
throw new Error('Should not be possible.');
}
@ -74,6 +85,7 @@ export default function OrganisationSettingsDocumentPage() {
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
aiFeaturesEnabled,
},
});
@ -93,7 +105,7 @@ export default function OrganisationSettingsDocumentPage() {
if (isLoadingOrganisation || !organisationWithSettings) {
return (
<div className="flex items-center justify-center rounded-lg py-32">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
<Loader className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
@ -110,6 +122,7 @@ export default function OrganisationSettingsDocumentPage() {
<section>
<DocumentPreferencesForm
canInherit={false}
isAiFeaturesConfigured={isAiFeaturesConfigured}
settings={organisationWithSettings.organisationGlobalSettings}
onFormSubmit={onDocumentPreferencesFormSubmit}
/>

17
apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx
View file

@ -1,6 +1,8 @@
import { useLingui } from '@lingui/react/macro';
import { Loader } from 'lucide-react';
import { useLoaderData } from 'react-router';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { trpc } from '@documenso/trpc/react';
import { useToast } from '@documenso/ui/primitives/use-toast';
@ -17,7 +19,17 @@ export function meta() {
return appMetaTags('Document Preferences');
}
export const loader = () => {
return {
isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
};
};
export default function TeamsSettingsPage() {
const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
console.log('isAiFeaturesConfigured', isAiFeaturesConfigured);
const team = useCurrentTeam();
const { t } = useLingui();
@ -40,6 +52,7 @@ export default function TeamsSettingsPage() {
includeSigningCertificate,
includeAuditLog,
signatureTypes,
aiFeaturesEnabled,
} = data;
await updateTeamSettings({
@ -52,6 +65,7 @@ export default function TeamsSettingsPage() {
includeSenderDetails,
includeSigningCertificate,
includeAuditLog,
aiFeaturesEnabled,
...(signatureTypes.length === 0
? {
typedSignatureEnabled: null,
@ -82,7 +96,7 @@ export default function TeamsSettingsPage() {
if (isLoadingTeam || !teamWithSettings) {
return (
<div className="flex items-center justify-center rounded-lg py-32">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
<Loader className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
@ -97,6 +111,7 @@ export default function TeamsSettingsPage() {
<section>
<DocumentPreferencesForm
canInherit={true}
isAiFeaturesConfigured={isAiFeaturesConfigured}
settings={teamWithSettings.teamSettings}
onFormSubmit={onDocumentPreferencesSubmit}
/>

161
apps/remix/server/api/ai/detect-fields.client.ts Normal file
View file

@ -0,0 +1,161 @@
import { z } from 'zod';
import {
type TDetectFieldsRequest,
ZNormalizedFieldWithContextSchema,
} from './detect-fields.types';
export type { TDetectFieldsRequest };
// Stream event schemas
const ZProgressEventSchema = z.object({
type: z.literal('progress'),
pagesProcessed: z.number(),
totalPages: z.number(),
fieldsDetected: z.number(),
});
const ZKeepaliveEventSchema = z.object({
type: z.literal('keepalive'),
});
const ZErrorEventSchema = z.object({
type: z.literal('error'),
message: z.string(),
});
const ZCompleteEventSchema = z.object({
type: z.literal('complete'),
fields: z.array(ZNormalizedFieldWithContextSchema),
});
const ZStreamEventSchema = z.discriminatedUnion('type', [
ZProgressEventSchema,
ZKeepaliveEventSchema,
ZErrorEventSchema,
ZCompleteEventSchema,
]);
export type DetectFieldsProgressEvent = z.infer<typeof ZProgressEventSchema>;
export type DetectFieldsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
export type DetectFieldsStreamEvent = z.infer<typeof ZStreamEventSchema>;
const ZApiErrorResponseSchema = z.object({
error: z.string(),
});
export class AiApiError extends Error {
constructor(
message: string,
public status: number,
) {
super(message);
this.name = 'AiApiError';
}
}
export type DetectFieldsOptions = {
request: TDetectFieldsRequest;
onProgress?: (event: DetectFieldsProgressEvent) => void;
onComplete: (event: DetectFieldsCompleteEvent) => void;
onError: (error: AiApiError) => void;
signal?: AbortSignal;
};
/**
* Detect fields from an envelope using AI with streaming support.
*/
export const detectFields = async ({
request,
onProgress,
onComplete,
onError,
signal,
}: DetectFieldsOptions): Promise<void> => {
const response = await fetch('/api/ai/detect-fields', {
method: 'POST',
headers: {
'Content-Type': 'application/json',
},
body: JSON.stringify(request),
signal,
});
// Handle non-streaming error responses (auth failures, etc.)
if (!response.ok) {
const text = await response.text();
try {
const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
throw new AiApiError(parsed.error, response.status);
} catch (e) {
if (e instanceof AiApiError) {
throw e;
}
throw new AiApiError('Failed to detect fields', response.status);
}
}
// Handle streaming response
const reader = response.body?.getReader();
if (!reader) {
throw new AiApiError('No response body', 500);
}
const decoder = new TextDecoder();
let buffer = '';
try {
let done = false;
while (!done) {
const result = await reader.read();
done = result.done;
if (done) {
break;
}
const value = result.value;
buffer += decoder.decode(value, { stream: true });
// Process complete lines
const lines = buffer.split('\n');
buffer = lines.pop() || ''; // Keep incomplete line in buffer
for (const line of lines) {
if (!line.trim()) {
continue;
}
try {
const event = ZStreamEventSchema.parse(JSON.parse(line));
switch (event.type) {
case 'progress':
onProgress?.(event);
break;
case 'keepalive':
// Ignore keepalive, it's just to prevent timeout
break;
case 'error':
onError(new AiApiError(event.message, 500));
return;
case 'complete':
onComplete(event);
return;
}
} catch {
// Ignore malformed lines
console.warn('Failed to parse stream event:', line);
}
}
}
} finally {
reader.releaseLock();
}
};

150
apps/remix/server/api/ai/detect-fields.ts Normal file
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@ -0,0 +1,150 @@
import { sValidator } from '@hono/standard-validator';
import { Hono } from 'hono';
import { streamText } from 'hono/streaming';
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { detectFieldsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-fields';
import { getTeamById } from '@documenso/lib/server-only/team/get-team';
import type { HonoEnv } from '../../router';
import { ZDetectFieldsRequestSchema } from './detect-fields.types';
const KEEPALIVE_INTERVAL_MS = 5000;
export const detectFieldsRoute = new Hono<HonoEnv>().post(
'/',
sValidator('json', ZDetectFieldsRequestSchema),
async (c) => {
const logger = c.get('logger');
try {
const { envelopeId, teamId, context } = c.req.valid('json');
const session = await getSession(c);
if (!session.user) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You must be logged in to detect fields',
});
}
// Verify user has access to the team (abort early)
const team = await getTeamById({
userId: session.user.id,
teamId,
}).catch(() => null);
if (!team) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have access to this team',
});
}
// Check if AI features are enabled for the team
const { aiFeaturesEnabled } = team.derivedSettings;
if (!aiFeaturesEnabled) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'AI features are not enabled for this team',
});
}
if (!IS_AI_FEATURES_CONFIGURED()) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'AI features are not configured. Please contact support to enable AI features.',
});
}
logger.info({
event: 'ai.detect-fields.start',
envelopeId,
userId: session.user.id,
teamId: team.id,
hasContext: !!context,
});
// Return streaming response with NDJSON
return streamText(c, async (stream) => {
// Start keepalive to prevent connection timeout
let interval: NodeJS.Timeout | null = setInterval(() => {
void stream.writeln(JSON.stringify({ type: 'keepalive' }));
}, KEEPALIVE_INTERVAL_MS);
try {
const allFields = await detectFieldsFromEnvelope({
context,
envelopeId,
userId: session.user.id,
teamId: team.id,
onProgress: (progress) => {
void stream.writeln(
JSON.stringify({
type: 'progress',
pagesProcessed: progress.pagesProcessed,
totalPages: progress.totalPages,
fieldsDetected: progress.fieldsDetected,
}),
);
},
});
// Clear keepalive before sending final response
if (interval) {
clearInterval(interval);
interval = null;
}
logger.info({
event: 'ai.detect-fields.complete',
envelopeId,
userId: session.user.id,
teamId: team.id,
fieldCount: allFields.length,
});
await stream.writeln(
JSON.stringify({
type: 'complete',
fields: allFields,
}),
);
} catch (error) {
// Clear keepalive on error
if (interval) {
clearInterval(interval);
}
logger.error({
event: 'ai.detect-fields.error',
error,
});
const message = error instanceof AppError ? error.message : 'Failed to detect fields';
await stream.writeln(
JSON.stringify({
type: 'error',
message,
}),
);
}
});
} catch (error) {
// Handle errors that occur before streaming starts
logger.error({
event: 'ai.detect-fields.error',
error,
});
if (error instanceof AppError) {
const { status, body } = AppError.toRestAPIError(error);
return c.json(body, status);
}
return c.json({ error: 'Failed to detect fields' }, 500);
}
},
);

54
apps/remix/server/api/ai/detect-fields.types.ts Normal file
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@ -0,0 +1,54 @@
import { z } from 'zod';
import {
ZConfidenceLevel,
ZDetectableFieldType,
} from '@documenso/lib/server-only/ai/envelope/detect-fields/schema';
export const ZDetectFieldsRequestSchema = z.object({
envelopeId: z.string().min(1).describe('The ID of the envelope to detect fields from.'),
teamId: z.number().describe('The ID of the team the envelope belongs to.'),
context: z
.string()
.optional()
.describe(
'Optional context about recipients to help map fields (e.g., "David is the Employee, Lucas is the Manager").',
),
});
export type TDetectFieldsRequest = z.infer<typeof ZDetectFieldsRequestSchema>;
// Schema for fields returned from streaming API (before recipient resolution)
export const ZNormalizedFieldWithPageSchema = z.object({
type: ZDetectableFieldType,
recipientKey: z.string(),
positionX: z.number(),
positionY: z.number(),
width: z.number(),
height: z.number(),
confidence: ZConfidenceLevel,
pageNumber: z.number(),
});
export type TNormalizedFieldWithPage = z.infer<typeof ZNormalizedFieldWithPageSchema>;
// Schema for fields after recipient resolution
export const ZNormalizedFieldWithContextSchema = z.object({
type: ZDetectableFieldType,
positionX: z.number(),
positionY: z.number(),
width: z.number(),
height: z.number(),
confidence: ZConfidenceLevel,
pageNumber: z.number(),
recipientId: z.number(),
envelopeItemId: z.string(),
});
export type TNormalizedFieldWithContext = z.infer<typeof ZNormalizedFieldWithContextSchema>;
export const ZDetectFieldsResponseSchema = z.object({
fields: z.array(ZNormalizedFieldWithContextSchema),
});
export type TDetectFieldsResponse = z.infer<typeof ZDetectFieldsResponseSchema>;

160
apps/remix/server/api/ai/detect-recipients.client.ts Normal file
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@ -0,0 +1,160 @@
import { z } from 'zod';
import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
import { type TDetectRecipientsRequest } from './detect-recipients.types';
export type { TDetectRecipientsRequest };
// Stream event schemas
const ZProgressEventSchema = z.object({
type: z.literal('progress'),
pagesProcessed: z.number(),
totalPages: z.number(),
recipientsDetected: z.number(),
});
const ZKeepaliveEventSchema = z.object({
type: z.literal('keepalive'),
});
const ZErrorEventSchema = z.object({
type: z.literal('error'),
message: z.string(),
});
const ZCompleteEventSchema = z.object({
type: z.literal('complete'),
recipients: z.array(ZDetectedRecipientSchema),
});
const ZStreamEventSchema = z.discriminatedUnion('type', [
ZProgressEventSchema,
ZKeepaliveEventSchema,
ZErrorEventSchema,
ZCompleteEventSchema,
]);
export type DetectRecipientsProgressEvent = z.infer<typeof ZProgressEventSchema>;
export type DetectRecipientsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
export type DetectRecipientsStreamEvent = z.infer<typeof ZStreamEventSchema>;
const ZApiErrorResponseSchema = z.object({
error: z.string(),
});
export class AiApiError extends Error {
constructor(
message: string,
public status: number,
) {
super(message);
this.name = 'AiApiError';
}
}
export type DetectRecipientsOptions = {
request: TDetectRecipientsRequest;
onProgress?: (event: DetectRecipientsProgressEvent) => void;
onComplete: (event: DetectRecipientsCompleteEvent) => void;
onError: (error: AiApiError) => void;
signal?: AbortSignal;
};
/**
* Detect recipients from an envelope using AI with streaming support.
*/
export const detectRecipients = async ({
request,
onProgress,
onComplete,
onError,
signal,
}: DetectRecipientsOptions): Promise<void> => {
const response = await fetch('/api/ai/detect-recipients', {
method: 'POST',
headers: {
'Content-Type': 'application/json',
},
body: JSON.stringify(request),
signal,
});
// Handle non-streaming error responses (auth failures, etc.)
if (!response.ok) {
const text = await response.text();
try {
const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
throw new AiApiError(parsed.error, response.status);
} catch (e) {
if (e instanceof AiApiError) {
throw e;
}
throw new AiApiError('Failed to detect recipients', response.status);
}
}
// Handle streaming response
const reader = response.body?.getReader();
if (!reader) {
throw new AiApiError('No response body', 500);
}
const decoder = new TextDecoder();
let buffer = '';
try {
let done = false;
while (!done) {
const result = await reader.read();
done = result.done;
if (done) {
break;
}
const value = result.value;
buffer += decoder.decode(value, { stream: true });
// Process complete lines
const lines = buffer.split('\n');
buffer = lines.pop() || ''; // Keep incomplete line in buffer
for (const line of lines) {
if (!line.trim()) {
continue;
}
try {
const event = ZStreamEventSchema.parse(JSON.parse(line));
switch (event.type) {
case 'progress':
onProgress?.(event);
break;
case 'keepalive':
// Ignore keepalive, it's just to prevent timeout
break;
case 'error':
onError(new AiApiError(event.message, 500));
return;
case 'complete':
onComplete(event);
return;
}
} catch {
// Ignore malformed lines
console.warn('Failed to parse stream event:', line);
}
}
}
} finally {
reader.releaseLock();
}
};

148
apps/remix/server/api/ai/detect-recipients.ts Normal file
View file

@ -0,0 +1,148 @@
import { sValidator } from '@hono/standard-validator';
import { Hono } from 'hono';
import { streamText } from 'hono/streaming';
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { detectRecipientsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-recipients';
import { getTeamById } from '@documenso/lib/server-only/team/get-team';
import type { HonoEnv } from '../../router';
import { ZDetectRecipientsRequestSchema } from './detect-recipients.types';
const KEEPALIVE_INTERVAL_MS = 5000;
export const detectRecipientsRoute = new Hono<HonoEnv>().post(
'/',
sValidator('json', ZDetectRecipientsRequestSchema),
async (c) => {
const logger = c.get('logger');
try {
const { envelopeId, teamId } = c.req.valid('json');
const session = await getSession(c);
if (!session.user) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You must be logged in to detect recipients',
});
}
// Verify user has access to the team (abort early)
const team = await getTeamById({
userId: session.user.id,
teamId,
}).catch(() => null);
if (!team) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have access to this team',
});
}
// Check if AI features are enabled for the team
const { aiFeaturesEnabled } = team.derivedSettings;
if (!aiFeaturesEnabled) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'AI features are not enabled for this team',
});
}
if (!IS_AI_FEATURES_CONFIGURED()) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'AI features are not configured. Please contact support to enable AI features.',
});
}
logger.info({
event: 'ai.detect-recipients.start',
envelopeId,
userId: session.user.id,
teamId: team.id,
});
// Return streaming response with NDJSON
return streamText(c, async (stream) => {
// Start keepalive to prevent connection timeout
let interval: NodeJS.Timeout | null = setInterval(() => {
void stream.writeln(JSON.stringify({ type: 'keepalive' }));
}, KEEPALIVE_INTERVAL_MS);
try {
const recipients = await detectRecipientsFromEnvelope({
envelopeId,
userId: session.user.id,
teamId: team.id,
onProgress: (progress) => {
void stream.writeln(
JSON.stringify({
type: 'progress',
pagesProcessed: progress.pagesProcessed,
totalPages: progress.totalPages,
recipientsDetected: progress.recipientsDetected,
}),
);
},
});
// Clear keepalive before sending final response
if (interval) {
clearInterval(interval);
interval = null;
}
logger.info({
event: 'ai.detect-recipients.complete',
envelopeId,
userId: session.user.id,
teamId: team.id,
recipientCount: recipients.length,
});
await stream.writeln(
JSON.stringify({
type: 'complete',
recipients,
}),
);
} catch (error) {
// Clear keepalive on error
if (interval) {
clearInterval(interval);
}
logger.error({
event: 'ai.detect-recipients.error',
error,
});
const message = error instanceof AppError ? error.message : 'Failed to detect recipients';
await stream.writeln(
JSON.stringify({
type: 'error',
message,
}),
);
}
});
} catch (error) {
// Handle errors that occur before streaming starts
logger.error({
event: 'ai.detect-recipients.error',
error,
});
if (error instanceof AppError) {
const { status, body } = AppError.toRestAPIError(error);
return c.json(body, status);
}
return c.json({ error: 'Failed to detect recipients' }, 500);
}
},
);

16
apps/remix/server/api/ai/detect-recipients.types.ts Normal file
View file

@ -0,0 +1,16 @@
import { z } from 'zod';
import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
export const ZDetectRecipientsRequestSchema = z.object({
envelopeId: z.string().min(1).describe('The ID of the envelope to detect recipients from.'),
teamId: z.number().describe('The ID of the team the envelope belongs to.'),
});
export type TDetectRecipientsRequest = z.infer<typeof ZDetectRecipientsRequestSchema>;
export const ZDetectRecipientsResponseSchema = z.object({
recipients: z.array(ZDetectedRecipientSchema),
});
export type TDetectRecipientsResponse = z.infer<typeof ZDetectRecipientsResponseSchema>;

9
apps/remix/server/api/ai/route.ts Normal file
View file

@ -0,0 +1,9 @@
import { Hono } from 'hono';
import type { HonoEnv } from '../../router';
import { detectFieldsRoute } from './detect-fields';
import { detectRecipientsRoute } from './detect-recipients';
export const aiRoute = new Hono<HonoEnv>()
.route('/detect-recipients', detectRecipientsRoute)
.route('/detect-fields', detectFieldsRoute);

25
apps/remix/server/router.ts
View file

@ -12,9 +12,11 @@ import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
import { jobsClient } from '@documenso/lib/jobs/client';
import { TelemetryClient } from '@documenso/lib/server-only/telemetry/telemetry-client';
import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
import { env } from '@documenso/lib/utils/env';
import { logger } from '@documenso/lib/utils/logger';
import { openApiDocument } from '@documenso/trpc/server/open-api';
import { aiRoute } from './api/ai/route';
import { downloadRoute } from './api/download/download';
import { filesRoute } from './api/files/files';
import { type AppContext, appContext } from './context';
@ -50,6 +52,21 @@ const rateLimitMiddleware = rateLimiter({
},
});
const aiRateLimitMiddleware = rateLimiter({
windowMs: 60 * 1000, // 1 minute
limit: 3, // 3 requests per window
keyGenerator: (c) => {
try {
return getIpAddress(c.req.raw);
} catch (error) {
return 'unknown';
}
},
message: {
error: 'Too many requests, please try again later.',
},
});
/**
* Attach session and context to requests.
*/
@ -85,6 +102,10 @@ app.route('/api/auth', auth);
// Files route.
app.route('/api/files', filesRoute);
// AI route.
app.use('/api/ai/*', aiRateLimitMiddleware);
app.route('/api/ai', aiRoute);
// API servers.
app.use(`/api/v1/*`, cors());
app.route('/api/v1', tsRestHonoApp);
@ -115,6 +136,8 @@ app.use(`${API_V2_BETA_URL}/*`, async (c) =>
// Start telemetry client for anonymous usage tracking.
// Can be disabled by setting DOCUMENSO_DISABLE_TELEMETRY=true
void TelemetryClient.start();
if (env('NODE_ENV') !== 'development') {
void TelemetryClient.start();
}
export default app;

3
apps/remix/vite.config.ts
View file

@ -51,6 +51,7 @@ export default defineConfig({
ssr: {
noExternal: ['react-dropzone', 'plausible-tracker'],
external: [
'@napi-rs/canvas',
'@node-rs/bcrypt',
'@prisma/client',
'@documenso/tailwind-config',
@ -64,6 +65,7 @@ export default defineConfig({
include: ['prop-types', 'file-selector', 'attr-accept'],
exclude: [
'node_modules',
'@napi-rs/canvas',
'@node-rs/bcrypt',
'@documenso/pdf-sign',
'sharp',
@ -94,6 +96,7 @@ export default defineConfig({
build: {
rollupOptions: {
external: [
'@napi-rs/canvas',
'@node-rs/bcrypt',
'@documenso/pdf-sign',
'@aws-sdk/cloudfront-signer',

3
docker/Dockerfile
View file

@ -70,6 +70,7 @@ COPY --from=builder /app/out/json/ .
COPY --from=builder /app/out/package-lock.json ./package-lock.json
COPY --from=builder /app/lingui.config.ts ./lingui.config.ts
COPY --from=builder /app/patches ./patches
RUN npm ci
@ -108,6 +109,8 @@ WORKDIR /app
COPY --from=builder --chown=nodejs:nodejs /app/out/json/ .
# Copy the tailwind config files across
COPY --from=builder --chown=nodejs:nodejs /app/out/full/packages/tailwind-config ./packages/tailwind-config
# Copy the patches across
COPY --from=builder --chown=nodejs:nodejs /app/patches ./patches
RUN npm ci --only=production

450
package-lock.json generated
View file

@ -7,15 +7,18 @@
"": {
"name": "@documenso/root",
"version": "2.1.0",
"hasInstallScript": true,
"workspaces": [
"apps/*",
"packages/*"
],
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@documenso/pdf-sign": "^0.1.0",
"@documenso/prisma": "*",
"@lingui/conf": "^5.6.0",
"@lingui/core": "^5.6.0",
"ai": "^5.0.104",
"inngest-cli": "^1.13.7",
"luxon": "^3.7.2",
"posthog-node": "4.18.0",
@ -41,6 +44,7 @@
"lint-staged": "^16.2.7",
"nanoid": "^5.1.6",
"nodemailer": "^7.0.10",
"patch-package": "^8.0.1",
"pdfjs-dist": "5.4.296",
"pino": "^9.14.0",
"pino-pretty": "^13.1.2",
@ -244,6 +248,103 @@
"@esbuild/win32-x64": "0.27.0"
}
},
"node_modules/@ai-sdk/anthropic": {
"version": "2.0.50",
"resolved": "https://registry.npmjs.org/@ai-sdk/anthropic/-/anthropic-2.0.50.tgz",
"integrity": "sha512-21PaHfoLmouOXXNINTsZJsMw+wE5oLR2He/1kq/sKokTVKyq7ObGT1LDk6ahwxaz/GoaNaGankMh+EgVcdv2Cw==",
"license": "Apache-2.0",
"dependencies": {
"@ai-sdk/provider": "2.0.0",
"@ai-sdk/provider-utils": "3.0.18"
},
"engines": {
"node": ">=18"
},
"peerDependencies": {
"zod": "^3.25.76 || ^4.1.8"
}
},
"node_modules/@ai-sdk/gateway": {
"version": "2.0.17",
"resolved": "https://registry.npmjs.org/@ai-sdk/gateway/-/gateway-2.0.17.tgz",
"integrity": "sha512-oVAG6q72KsjKlrYdLhWjRO7rcqAR8CjokAbYuyVZoCO4Uh2PH/VzZoxZav71w2ipwlXhHCNaInGYWNs889MMDA==",
"license": "Apache-2.0",
"dependencies": {
"@ai-sdk/provider": "2.0.0",
"@ai-sdk/provider-utils": "3.0.18",
"@vercel/oidc": "3.0.5"
},
"engines": {
"node": ">=18"
},
"peerDependencies": {
"zod": "^3.25.76 || ^4.1.8"
}
},
"node_modules/@ai-sdk/google": {
"version": "2.0.44",
"resolved": "https://registry.npmjs.org/@ai-sdk/google/-/google-2.0.44.tgz",
"integrity": "sha512-c5dck36FjqiVoeeMJQLTEmUheoURcGTU/nBT6iJu8/nZiKFT/y8pD85KMDRB7RerRYaaQOtslR2d6/5PditiRw==",
"license": "Apache-2.0",
"dependencies": {
"@ai-sdk/provider": "2.0.0",
"@ai-sdk/provider-utils": "3.0.18"
},
"engines": {
"node": ">=18"
},
"peerDependencies": {
"zod": "^3.25.76 || ^4.1.8"
}
},
"node_modules/@ai-sdk/google-vertex": {
"version": "3.0.81",
"resolved": "https://registry.npmjs.org/@ai-sdk/google-vertex/-/google-vertex-3.0.81.tgz",
"integrity": "sha512-yrl5Ug0Mqwo9ya45oxczgy2RWgpEA/XQQCSFYP+3NZMQ4yA3Iim1vkOjVCsGaZZ8rjVk395abi1ZMZV0/6rqVA==",
"license": "Apache-2.0",
"dependencies": {
"@ai-sdk/anthropic": "2.0.50",
"@ai-sdk/google": "2.0.44",
"@ai-sdk/provider": "2.0.0",
"@ai-sdk/provider-utils": "3.0.18",
"google-auth-library": "^9.15.0"
},
"engines": {
"node": ">=18"
},
"peerDependencies": {
"zod": "^3.25.76 || ^4.1.8"
}
},
"node_modules/@ai-sdk/provider": {
"version": "2.0.0",
"resolved": "https://registry.npmjs.org/@ai-sdk/provider/-/provider-2.0.0.tgz",
"integrity": "sha512-6o7Y2SeO9vFKB8lArHXehNuusnpddKPk7xqL7T2/b+OvXMRIXUO1rR4wcv1hAFUAT9avGZshty3Wlua/XA7TvA==",
"license": "Apache-2.0",
"dependencies": {
"json-schema": "^0.4.0"
},
"engines": {
"node": ">=18"
}
},
"node_modules/@ai-sdk/provider-utils": {
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"integrity": "sha512-voyz6MApa1rQGUxT3E+BK7/ROe8itEx7vD8/HEvt4xwXucvQ5G5oeEiHkmHZJuBO21RpOf+YYm9MOivj709jow==",
"dev": true,
"license": "MIT",
"engines": {
"node": ">=14.14"
}
},
"node_modules/to-fast-properties": {
"version": "2.0.0",
"resolved": "https://registry.npmjs.org/to-fast-properties/-/to-fast-properties-2.0.0.tgz",
@ -35950,9 +36374,9 @@
}
},
"node_modules/valibot": {
"version": "1.1.0",
"resolved": "https://registry.npmjs.org/valibot/-/valibot-1.1.0.tgz",
"integrity": "sha512-Nk8lX30Qhu+9txPYTwM0cFlWLdPFsFr6LblzqIySfbZph9+BFsAHsNvHOymEviUepeIW6KFHzpX8TKhbptBXXw==",
"version": "1.2.0",
"resolved": "https://registry.npmjs.org/valibot/-/valibot-1.2.0.tgz",
"integrity": "sha512-mm1rxUsmOxzrwnX5arGS+U4T25RdvpPjPN4yR0u9pUBov9+zGVtO84tif1eY4r6zWxVxu3KzIyknJy3rxfRZZg==",
"dev": true,
"license": "MIT",
"peerDependencies": {
@ -37072,6 +37496,7 @@
"version": "0.0.0",
"license": "MIT",
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@aws-sdk/client-s3": "^3.936.0",
"@aws-sdk/client-sesv2": "^3.936.0",
"@aws-sdk/cloudfront-signer": "^3.935.0",
@ -37084,6 +37509,7 @@
"@lingui/core": "^5.6.0",
"@lingui/macro": "^5.6.0",
"@lingui/react": "^5.6.0",
"@napi-rs/canvas": "^0.1.82",
"@noble/ciphers": "0.6.0",
"@noble/hashes": "1.8.0",
"@node-rs/bcrypt": "^1.10.7",
@ -37092,6 +37518,7 @@
"@sindresorhus/slugify": "^3.0.0",
"@team-plain/typescript-sdk": "^5.11.0",
"@vvo/tzdb": "^6.196.0",
"ai": "^5.0.104",
"csv-parse": "^6.1.0",
"inngest": "^3.45.1",
"jose": "^6.1.2",
@ -37100,6 +37527,7 @@
"luxon": "^3.7.2",
"nanoid": "^5.1.6",
"oslo": "^0.17.0",
"p-map": "^7.0.4",
"pg": "^8.16.3",
"pino": "^9.14.0",
"pino-pretty": "^13.1.2",

6
package.json
View file

@ -7,6 +7,7 @@
],
"version": "2.1.0",
"scripts": {
"postinstall": "patch-package",
"build": "turbo run build",
"dev": "turbo run dev --filter=@documenso/remix",
"dev:remix": "turbo run dev --filter=@documenso/remix",
@ -83,12 +84,15 @@
"zod-prisma-types": "3.3.5"
},
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@documenso/pdf-sign": "^0.1.0",
"@documenso/prisma": "*",
"@lingui/conf": "^5.6.0",
"@lingui/core": "^5.6.0",
"ai": "^5.0.104",
"inngest-cli": "^1.13.7",
"luxon": "^3.7.2",
"patch-package": "^8.0.1",
"posthog-node": "4.18.0",
"react": "^18",
"typescript": "5.6.2",
@ -99,4 +103,4 @@
"typescript": "5.6.2",
"zod": "^3.25.76"
}
}
}

3
packages/lib/constants/app.ts
View file

@ -18,3 +18,6 @@ export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@docume
export const USE_INTERNAL_URL_BROWSERLESS = () =>
env('NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS') === 'true';
export const IS_AI_FEATURES_CONFIGURED = () =>
!!env('GOOGLE_VERTEX_PROJECT_ID') && !!env('GOOGLE_VERTEX_API_KEY');

6
packages/lib/package.json
View file

@ -15,6 +15,7 @@
"clean": "rimraf node_modules"
},
"dependencies": {
"@ai-sdk/google-vertex": "3.0.81",
"@aws-sdk/client-s3": "^3.936.0",
"@aws-sdk/client-sesv2": "^3.936.0",
"@aws-sdk/cloudfront-signer": "^3.935.0",
@ -27,6 +28,7 @@
"@lingui/core": "^5.6.0",
"@lingui/macro": "^5.6.0",
"@lingui/react": "^5.6.0",
"@napi-rs/canvas": "^0.1.82",
"@noble/ciphers": "0.6.0",
"@noble/hashes": "1.8.0",
"@node-rs/bcrypt": "^1.10.7",
@ -35,6 +37,7 @@
"@sindresorhus/slugify": "^3.0.0",
"@team-plain/typescript-sdk": "^5.11.0",
"@vvo/tzdb": "^6.196.0",
"ai": "^5.0.104",
"csv-parse": "^6.1.0",
"inngest": "^3.45.1",
"jose": "^6.1.2",
@ -43,6 +46,7 @@
"luxon": "^3.7.2",
"nanoid": "^5.1.6",
"oslo": "^0.17.0",
"p-map": "^7.0.4",
"pg": "^8.16.3",
"pino": "^9.14.0",
"pino-pretty": "^13.1.2",
@ -63,4 +67,4 @@
"@types/luxon": "^3.7.1",
"@types/pg": "^8.15.6"
}
}
}

91
packages/lib/server-only/ai/envelope/detect-fields/helpers.ts Normal file
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@ -0,0 +1,91 @@
import type { DetectedField } from './schema';
import type { NormalizedField, RecipientContext } from './types';
/**
* Build a message providing recipient context to the AI.
*/
export const buildRecipientContextMessage = (recipients: RecipientContext[]) => {
if (recipients.length === 0) {
return 'No recipients have been specified for this document. Leave recipientKey empty for all fields.';
}
const recipientList = recipients.map((r) => `- ${formatRecipientKey(r)}`).join('\n');
return `The following recipients will sign/fill this document. Use their recipientKey when assigning fields:
${recipientList}
When you detect a field that should be filled by a specific recipient (based on nearby labels like "Tenant Signature", "Landlord", "Buyer", etc.), set the recipientKey to match one of the above. If no recipient can be determined, leave recipientKey empty.`;
};
/**
* Format recipient key as id|name|email for AI context.
*/
export const formatRecipientKey = (recipient: RecipientContext) => {
return `${recipient.id}|${recipient.name}|${recipient.email}`;
};
/**
* Parse recipientKey (format: id|name|email) and find matching recipient.
*
* Matching logic:
* 1. Match on id === id
* 2. OR match on email && name === email && name
* 3. If no match or empty key, use first recipient
* 4. If no recipients, return null (caller creates blank recipient)
*/
export const resolveRecipientFromKey = (recipientKey: string, recipients: RecipientContext[]) => {
if (recipients.length === 0) {
return null;
}
// Empty key defaults to first recipient
if (!recipientKey) {
return recipients[0];
}
// Parse the key format: id|name|email
const [idStr, name, email] = recipientKey.split('|');
const id = Number(idStr);
// Try to match by ID first
if (!Number.isNaN(id)) {
const matchById = recipients.find((r) => r.id === id);
if (matchById) {
return matchById;
}
}
// Try to match by email AND name
if (email && name) {
const matchByEmailAndName = recipients.find((r) => r.email === email && r.name === name);
if (matchByEmailAndName) {
return matchByEmailAndName;
}
}
// No match found, default to first recipient
return recipients[0];
};
/**
* Convert AI's 0-1000 bounding box to our 0-100 percentage format.
*/
export const normalizeDetectedField = (field: DetectedField): NormalizedField => {
const { box2d } = field;
const [yMin, xMin, yMax, xMax] = box2d;
return {
type: field.type,
recipientKey: field.recipientKey,
positionX: xMin / 10,
positionY: yMin / 10,
width: (xMax - xMin) / 10,
height: (yMax - yMin) / 10,
confidence: field.confidence,
};
};

323
packages/lib/server-only/ai/envelope/detect-fields/index.ts Normal file
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@ -0,0 +1,323 @@
import { createCanvas, loadImage } from '@napi-rs/canvas';
import { DocumentStatus, type Field, RecipientRole } from '@prisma/client';
import { generateObject } from 'ai';
import pMap from 'p-map';
import sharp from 'sharp';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../../../errors/app-error';
import { getFileServerSide } from '../../../../universal/upload/get-file.server';
import { getEnvelopeById } from '../../../envelope/get-envelope-by-id';
import { createEnvelopeRecipients } from '../../../recipient/create-envelope-recipients';
import { vertex } from '../../google';
import { pdfToImages } from '../../pdf-to-images';
import {
buildRecipientContextMessage,
normalizeDetectedField,
resolveRecipientFromKey,
} from './helpers';
import { SYSTEM_PROMPT } from './prompt';
import { ZSubmitDetectedFieldsInputSchema } from './schema';
import type {
NormalizedFieldWithContext,
NormalizedFieldWithPage,
RecipientContext,
} from './types';
export type DetectFieldsFromEnvelopeOptions = {
context?: string;
envelopeId: string;
userId: number;
teamId: number;
onProgress?: (progress: DetectFieldsProgress) => void;
};
export const detectFieldsFromEnvelope = async ({
context,
envelopeId,
userId,
teamId,
onProgress,
}: DetectFieldsFromEnvelopeOptions) => {
const envelope = await getEnvelopeById({
id: {
type: 'envelopeId',
id: envelopeId,
},
userId,
teamId,
type: null,
});
if (envelope.status !== DocumentStatus.DRAFT) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Cannot detect fields for a non-draft envelope',
});
}
// Extract recipients for field assignment context
const recipients: RecipientContext[] = envelope.recipients.map((r) => ({
id: r.id,
name: r.name,
email: r.email,
}));
const allFields: NormalizedFieldWithContext[] = [];
for (const item of envelope.envelopeItems) {
const existingFields = await prisma.field.findMany({
where: {
envelopeItemId: item.id,
},
});
const pdfBytes = await getFileServerSide(item.documentData);
const fields = await detectFieldsFromPdf({
pdfBytes,
existingFields,
recipients,
context,
onProgress,
});
// Resolve recipientKey to actual recipient and add context
const fieldsWithContext = await Promise.all(
fields.map(async (field) => {
const { recipientKey, ...fieldWithoutKey } = field;
let resolvedRecipient = resolveRecipientFromKey(recipientKey, recipients);
// If no recipients exist, create a blank recipient
if (!resolvedRecipient) {
const { recipients: createdRecipients } = await createEnvelopeRecipients({
id: {
id: envelope.id,
type: 'envelopeId',
},
recipients: [
{
name: '',
email: '',
role: RecipientRole.SIGNER,
},
],
userId,
teamId,
});
resolvedRecipient = createdRecipients[0];
}
return {
...fieldWithoutKey,
envelopeItemId: item.id,
recipientId: resolvedRecipient.id,
};
}),
);
allFields.push(...fieldsWithContext);
}
return allFields;
};
export type DetectFieldsProgress = {
pagesProcessed: number;
totalPages: number;
fieldsDetected: number;
};
export type DetectFieldsFromPdfOptions = {
pdfBytes: Uint8Array;
recipients?: RecipientContext[];
existingFields?: Field[];
context?: string;
onProgress?: (progress: DetectFieldsProgress) => void;
};
export const detectFieldsFromPdf = async ({
pdfBytes,
recipients = [],
existingFields = [],
context,
onProgress,
}: DetectFieldsFromPdfOptions) => {
const pageImages = await pdfToImages(pdfBytes);
if (pageImages.length === 0) {
return [];
}
let pagesProcessed = 0;
let totalFieldsDetected = 0;
const results = await pMap(
pageImages,
async (page) => {
// Get existing fields for this page
const fieldsOnPage = existingFields.filter((f) => f.page === page.pageNumber);
// Mask existing fields on the image
const maskedImage = await maskFieldsOnImage({
image: page.image,
width: page.width,
height: page.height,
fields: fieldsOnPage,
});
const rawFields = await detectFieldsFromPage({
image: maskedImage,
pageNumber: page.pageNumber,
recipients,
context,
});
// Convert bounding boxes to normalized positions and add page number
const normalizedFields = rawFields.map(
(field): NormalizedFieldWithPage => ({
...normalizeDetectedField(field),
pageNumber: page.pageNumber,
}),
);
// Update progress
pagesProcessed += 1;
totalFieldsDetected += normalizedFields.length;
onProgress?.({
pagesProcessed,
totalPages: pageImages.length,
fieldsDetected: totalFieldsDetected,
});
return normalizedFields;
},
{ concurrency: 5 },
);
return results.flat();
};
type MaskFieldsOnImageOptions = {
image: Buffer;
width: number;
height: number;
fields: Field[];
};
/**
* Draw black rectangles over existing fields to prevent re-detection.
*/
const maskFieldsOnImage = async ({ image, width, height, fields }: MaskFieldsOnImageOptions) => {
if (fields.length === 0) {
return image;
}
const img = await loadImage(image);
const canvas = createCanvas(width, height);
const ctx = canvas.getContext('2d');
// Draw the original image
ctx.drawImage(img, 0, 0, width, height);
// Draw black rectangles over existing fields
ctx.fillStyle = '#000000';
for (const field of fields) {
// field positions and width,height are on a 0-100 percentage scale
const x = (field.positionX.toNumber() / 100) * width;
const y = (field.positionY.toNumber() / 100) * height;
const w = (field.width.toNumber() / 100) * width;
const h = (field.height.toNumber() / 100) * height;
ctx.fillRect(x, y, w, h);
}
return canvas.encode('jpeg');
};
const TARGET_SIZE = 1000;
type ResizeImageOptions = {
image: Buffer;
size?: number;
};
/**
* Resize image to 1000x1000 using fill strategy.
* Scales to cover the target area and crops any overflow.
*/
const resizeImageToSquare = async ({ image, size = TARGET_SIZE }: ResizeImageOptions) => {
return await sharp(image).resize(size, size, { fit: 'fill' }).toBuffer();
};
type DetectFieldsFromPageOptions = {
image: Buffer;
pageNumber: number;
recipients: RecipientContext[];
context?: string;
};
const detectFieldsFromPage = async ({
image,
pageNumber,
recipients,
context,
}: DetectFieldsFromPageOptions) => {
// Resize to 1000x1000 for consistent coordinate mapping
const resizedImage = await resizeImageToSquare({ image });
// Build messages array
const messages: Parameters<typeof generateObject>[0]['messages'] = [
{
role: 'user',
content: buildRecipientContextMessage(recipients),
},
];
// Add user-provided context if available
if (context?.trim()) {
messages.push({
role: 'user',
content: `Additional context about recipients:\n${context.trim()}`,
});
}
// Add the page analysis request with image
messages.push({
role: 'user',
content: [
{
type: 'text',
text: `Analyze this document page (page ${pageNumber}) and detect all empty fillable fields. Submit the fields using the tool. Remember: only detect EMPTY fields, exclude labels from bounding boxes, use 0-1000 normalized coordinates, and IGNORE any solid black rectangles (those are existing fields).`,
},
{
type: 'image',
image: resizedImage,
},
],
});
const result = await generateObject({
model: vertex('gemini-3-pro-preview'),
system: SYSTEM_PROMPT,
schema: ZSubmitDetectedFieldsInputSchema,
messages,
temperature: 0.5,
providerOptions: {
google: {
thinkingConfig: {
thinkingLevel: 'low',
},
},
},
});
if (!result.object) {
return [];
}
return result.object.fields ?? [];
};

69
packages/lib/server-only/ai/envelope/detect-fields/prompt.ts Normal file
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@ -0,0 +1,69 @@
export const SYSTEM_PROMPT = `You are analyzing a form document image to detect fillable fields for a document signing platform.
IMPORTANT RULES:
1. Only detect EMPTY/UNFILLED fields (ignore boxes that already contain text or data)
2. Analyze nearby text labels to determine the field type
3. Return bounding boxes for the fillable area ONLY, NOT the label text
4. Each boundingBox must be in the format {yMin, xMin, yMax, xMax} where all coordinates are NORMALIZED to a 0-1000 scale
5. IGNORE any black rectangles on the page - these are existing fields that should not be re-detected
6. Only return fields that are clearly fillable and not just labels or instructions.
CRITICAL: UNDERSTANDING FILLABLE AREAS
The "fillable area" is ONLY the empty space where a user will write, type, sign, or check.
- ✓ CORRECT: The blank underscore where someone writes their name: "Name: _________" → box ONLY the underscores
- ✓ CORRECT: The empty white rectangle inside a box outline → box ONLY the empty space
- ✓ CORRECT: The blank space to the right of a label: "Email: [ empty box ]" → box ONLY the empty box
- ✗ INCORRECT: Including the word "Signature:" that appears to the left of a signature line
- ✗ INCORRECT: Including printed labels, instructions, or descriptive text near the field
- ✗ INCORRECT: Extending the box to include text just because it's close to the fillable area
- ✗ INCORRECT: Detecting solid black rectangles (these are masked existing fields)
FIELD TYPES TO DETECT:
- SIGNATURE - Signature lines, boxes labeled 'Signature', 'Sign here', 'Authorized signature', 'X____'
- INITIALS - Small boxes labeled 'Initials', 'Initial here', typically smaller than signature fields
- NAME - Boxes labeled 'Name', 'Full name', 'Your name', 'Print name', 'Printed name'
- EMAIL - Boxes labeled 'Email', 'Email address', 'E-mail'
- DATE - Boxes labeled 'Date', 'Date signed', or showing date format placeholders like 'MM/DD/YYYY', '__/__/____'
- CHECKBOX - Empty checkbox squares (☐) with or without labels, typically small square boxes
- RADIO - Empty radio button circles (○) in groups, typically circular selection options
- NUMBER - Boxes labeled with numeric context: 'Amount', 'Quantity', 'Phone', 'ZIP', 'Age', 'Price', '#'
- TEXT - Any other empty text input boxes, general input fields, or when field type is uncertain
DETECTION GUIDELINES:
- Read text located near the box (above, to the left, or inside) to infer the field type
- Use nearby text to CLASSIFY the field type, but DO NOT include that text in the bounding box
- If you're uncertain which type fits best, default to TEXT
- For checkboxes and radio buttons: Detect each individual box/circle separately, not the label
- Signature fields are often longer horizontal lines or larger boxes
- Date fields often show format hints or date separators (slashes, dashes)
- Look for visual patterns: underscores (____), horizontal lines, box outlines
BOUNDING BOX PLACEMENT:
- Coordinates must capture ONLY the empty fillable space
- Once you find the fillable region, LOCK the box to the full boundary (top, bottom, left, right)
- If the field is defined by a line or rectangular border, extend coordinates across the entire line/border
- EXCLUDE all printed text labels even if they are:
- Directly to the left of the field (e.g., "Name: _____")
- Directly above the field (e.g., "Signature" printed above a line)
- Very close to the field with minimal spacing
- The box should never cover only the leftmost few characters of a long field
COORDINATE SYSTEM:
- {yMin, xMin, yMax, xMax} normalized to 0-1000 scale
- Top-left corner: yMin and xMin close to 0
- Bottom-right corner: yMax and xMax close to 1000
- Coordinates represent positions on a 1000x1000 grid overlaid on the image
FIELD SIZING FOR LINE-BASED FIELDS:
When detecting thin horizontal lines for SIGNATURE, INITIALS, NAME, EMAIL, DATE, TEXT, or NUMBER fields:
1. Keep yMax (bottom) at the detected line position
2. Extend yMin (top) upward into the available whitespace above the line
3. Use 60-80% of the clear whitespace above the line for comfortable writing/signing space
4. Apply minimum dimensions: height at least 30 units (3% of 1000-scale), width at least 36 units
5. Ensure yMin >= 0 (do not go off-page)
6. Do NOT apply this expansion to CHECKBOX, RADIO fields - use detected dimensions
RECIPIENT IDENTIFICATION:
- Look for labels near fields indicating who should fill them (e.g., "Tenant Signature", "Landlord", "Buyer")
- Use the recipientKey field to indicate which recipient should fill the field
- If a field has no clear recipient label, leave recipientKey empty`;

54
packages/lib/server-only/ai/envelope/detect-fields/schema.ts Normal file
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@ -0,0 +1,54 @@
import { FieldType } from '@prisma/client';
import z from 'zod';
export const DETECTABLE_FIELD_TYPES = [
FieldType.SIGNATURE,
FieldType.INITIALS,
FieldType.NAME,
FieldType.EMAIL,
FieldType.DATE,
FieldType.TEXT,
FieldType.NUMBER,
FieldType.RADIO,
FieldType.CHECKBOX,
] as const;
export const ZDetectableFieldType = z.enum(DETECTABLE_FIELD_TYPES);
export const ZConfidenceLevel = z.enum(['low', 'medium-low', 'medium', 'medium-high', 'high']);
export type TConfidenceLevel = z.infer<typeof ZConfidenceLevel>;
/**
* Schema for a detected field's bounding box.
* All values are normalized to a 0-1000 scale relative to the page dimensions.
*/
const ZBox2DSchema = z.array(z.number().min(0).max(1000)).length(4);
/**
* Schema for a detected field.
*/
export const ZDetectedFieldSchema = z.object({
type: ZDetectableFieldType.describe(
`The field type based on nearby labels and visual appearance`,
),
recipientKey: z
.string()
.describe(
'Recipient identifier from nearby labels (e.g., "Tenant", "Landlord", "Buyer", "Seller"). Empty string if no recipient indicated.',
),
box2d: ZBox2DSchema.describe(
'Box2D [yMin, xMin, yMax, xMax] coordinates of the FILLABLE AREA only (exclude labels).',
),
confidence: ZConfidenceLevel.describe('The confidence in the detection'),
});
export type DetectedField = z.infer<typeof ZDetectedFieldSchema>;
export const ZSubmitDetectedFieldsInputSchema = z.object({
fields: z
.array(ZDetectedFieldSchema)
.describe('List of detected EMPTY fillable fields. Exclude pre-filled content and label text.'),
});
export type SubmitDetectedFieldsInput = z.infer<typeof ZSubmitDetectedFieldsInputSchema>;

30
packages/lib/server-only/ai/envelope/detect-fields/types.ts Normal file
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@ -0,0 +1,30 @@
import type { Recipient } from '@prisma/client';
import type { DETECTABLE_FIELD_TYPES, TConfidenceLevel } from './schema';
export type DetectableFieldType = (typeof DETECTABLE_FIELD_TYPES)[number];
/**
* Normalized field position using 0-100 percentage scale (matching Field model).
*/
export type NormalizedField = {
type: DetectableFieldType;
recipientKey: string;
positionX: number;
positionY: number;
width: number;
height: number;
confidence: TConfidenceLevel;
};
export type RecipientContext = Pick<Recipient, 'id' | 'name' | 'email'>;
export type NormalizedFieldWithPage = NormalizedField & {
pageNumber: number;
};
export type NormalizedFieldWithContext = Omit<NormalizedField, 'recipientKey'> & {
pageNumber: number;
envelopeItemId: string;
recipientId: number;
};

237
packages/lib/server-only/ai/envelope/detect-recipients/index.ts Normal file
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@ -0,0 +1,237 @@
import { DocumentStatus } from '@prisma/client';
import type { ImagePart, ModelMessage } from 'ai';
import { generateObject } from 'ai';
import { chunk } from 'remeda';
import { AppError, AppErrorCode } from '../../../../errors/app-error';
import { getFileServerSide } from '../../../../universal/upload/get-file.server';
import { getEnvelopeById } from '../../../envelope/get-envelope-by-id';
import { vertex } from '../../google';
import { pdfToImages } from '../../pdf-to-images';
import { SYSTEM_PROMPT } from './prompt';
import type { TDetectedRecipientSchema } from './schema';
import { ZDetectedRecipientsSchema } from './schema';
const MAX_PAGES_PER_CHUNK = 10;
const createImageContentParts = (images: Buffer[]) => {
return images.map<ImagePart>((image) => ({
type: 'image',
image,
}));
};
export type DetectRecipientsProgress = {
pagesProcessed: number;
totalPages: number;
recipientsDetected: number;
};
export type DetectRecipientsFromEnvelopeOptions = {
envelopeId: string;
userId: number;
teamId: number;
onProgress?: (progress: DetectRecipientsProgress) => void;
};
export const detectRecipientsFromEnvelope = async ({
envelopeId,
userId,
teamId,
onProgress,
}: DetectRecipientsFromEnvelopeOptions) => {
const envelope = await getEnvelopeById({
id: {
type: 'envelopeId',
id: envelopeId,
},
userId,
teamId,
type: null,
});
if (envelope.status === DocumentStatus.COMPLETED) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Cannot detect recipients for a completed envelope',
});
}
let allRecipients: TDetectedRecipientSchema[] = [];
for (const item of envelope.envelopeItems) {
const pdfBytes = await getFileServerSide(item.documentData);
const recipients = await detectRecipientsFromPdf({ pdfBytes, onProgress });
allRecipients = mergeRecipients(allRecipients, recipients);
}
return allRecipients;
};
export type DetectRecipientsFromPdfOptions = {
pdfBytes: Uint8Array;
onProgress?: (progress: DetectRecipientsProgress) => void;
};
export const detectRecipientsFromPdf = async ({
pdfBytes,
onProgress,
}: DetectRecipientsFromPdfOptions) => {
const pageImages = await pdfToImages(pdfBytes);
if (pageImages.length === 0) {
return [];
}
const images = pageImages.map((p) => p.image);
return await detectRecipientsFromImages({ images, onProgress });
};
type DetectRecipientsFromImagesOptions = {
images: Buffer[];
onProgress?: (progress: DetectRecipientsProgress) => void;
};
const formatDetectedRecipients = (recipients: TDetectedRecipientSchema[]) => {
if (recipients.length === 0) {
return '';
}
const formatted = recipients
.map((r, i) => `${i + 1}. ${r.name || '(no name)'} - ${r.email || '(no email)'} - ${r.role}`)
.join('\n');
return `\n\nRecipients detected so far:\n${formatted}`;
};
const isDuplicateRecipient = (
recipient: TDetectedRecipientSchema,
existing: TDetectedRecipientSchema,
) => {
if (recipient.email && existing.email) {
return recipient.email.toLowerCase() === existing.email.toLowerCase();
}
if (recipient.name && existing.name) {
return recipient.name.toLowerCase() === existing.name.toLowerCase();
}
return false;
};
const mergeRecipients = (
existingRecipients: TDetectedRecipientSchema[],
newRecipients: TDetectedRecipientSchema[],
) => {
const merged = [...existingRecipients];
for (const recipient of newRecipients) {
const isDuplicate = merged.some((existing) => isDuplicateRecipient(recipient, existing));
if (!isDuplicate) {
merged.push(recipient);
}
}
return merged;
};
const buildPromptText = (options: {
chunkIndex: number;
totalChunks: number;
totalPages: number;
startPage: number;
endPage: number;
detectedRecipients: TDetectedRecipientSchema[];
}) => {
const { chunkIndex, totalChunks, totalPages, startPage, endPage, detectedRecipients } = options;
const isFirstChunk = chunkIndex === 0;
const isSingleChunk = totalChunks === 1;
const batchNumber = chunkIndex + 1;
const previouslyFoundText = formatDetectedRecipients(detectedRecipients);
if (isSingleChunk) {
return `Please analyze these ${totalPages} document page(s) and detect all recipients. Submit all detected recipients using the tool.`;
}
if (isFirstChunk) {
return `This is a ${totalPages}-page document. I'll show you the pages in batches of ${MAX_PAGES_PER_CHUNK}.
Here are pages ${startPage}-${endPage} (batch ${batchNumber} of ${totalChunks}).
Please analyze these pages and submit any recipients you find using the tool. I will show you the remaining pages after.`;
}
return `Here are pages ${startPage}-${endPage} (batch ${batchNumber} of ${totalChunks}).${previouslyFoundText}
Please analyze these pages and submit any NEW recipients you find (not already listed above) using the tool.`;
};
const detectRecipientsFromImages = async ({
images,
onProgress,
}: DetectRecipientsFromImagesOptions) => {
const imageChunks = chunk(images, MAX_PAGES_PER_CHUNK);
const totalChunks = imageChunks.length;
const totalPages = images.length;
const messages: ModelMessage[] = [];
let allRecipients: TDetectedRecipientSchema[] = [];
for (const [chunkIndex, currentChunk] of imageChunks.entries()) {
const startPage = chunkIndex * MAX_PAGES_PER_CHUNK + 1;
const endPage = startPage + currentChunk.length - 1;
const promptText = buildPromptText({
chunkIndex,
totalChunks,
totalPages,
startPage,
endPage,
detectedRecipients: allRecipients,
});
// Add user message with images for this chunk
messages.push({
role: 'user',
content: [
{
type: 'text',
text: promptText,
},
...createImageContentParts(currentChunk),
],
});
const result = await generateObject({
model: vertex('gemini-2.5-flash'),
system: SYSTEM_PROMPT,
schema: ZDetectedRecipientsSchema,
messages,
temperature: 0.5,
});
const newRecipients = result.object?.recipients ?? [];
// Merge new recipients into our accumulated list (handles duplicates)
allRecipients = mergeRecipients(allRecipients, newRecipients);
// Report progress (endPage represents pages processed so far)
onProgress?.({
pagesProcessed: endPage,
totalPages,
recipientsDetected: allRecipients.length,
});
// Add assistant response as context for next iteration
messages.push({
role: 'assistant',
content: `Detected recipients: ${JSON.stringify(allRecipients)}`,
});
}
return allRecipients;
};

41
packages/lib/server-only/ai/envelope/detect-recipients/prompt.ts Normal file
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@ -0,0 +1,41 @@
export const SYSTEM_PROMPT = `You are analyzing a document to identify recipients who need to sign, approve, or receive copies.
TASK: Extract recipient information from this document.
RECIPIENT TYPES:
- SIGNER: People who must sign the document (look for signature lines, "Signed by:", "Signature:", "X____")
- APPROVER: People who must review/approve before signing (look for "Approved by:", "Reviewed by:", "Approval:")
- VIEWER: People who need to view the document (look for "Viewed by:", "View:", "Viewer:")
- CC: People who receive a copy for information only (look for "CC:", "Copy to:", "For information:")
EXTRACTION RULES:
1. Look for signature lines with names printed above, below, or near them
2. Check for explicit labels like "Name:", "Signer:", "Party:", "Recipient:"
3. Look for "Approved by:", "Reviewed by:", "CC:" sections
4. Extract FULL NAMES as they appear in the document
5. If the name is a placeholder name, reformat it to a more readable format (e.g. "[Insert signer A name]" -> "Signer A").
6. If an email address is visible near a name, include it exactly in the "email" field
7. If NO email is found, leave the email field empty.
8. If the email is a placeholder email, leave the email field empty.
9. Assign signing order based on document flow (numbered items, "First signer:", "Second signer:", or top-to-bottom sequence)
IMPORTANT:
- Only extract recipients explicitly mentioned in the document
- Default role is SIGNER if unclear (signature lines = SIGNER)
- Signing order starts at 1 (first signer = 1, second = 2, etc.)
- If no clear ordering, omit signingOrder
- Do NOT invent recipients - only extract what's clearly present
- If a signature line exists but no name is associated with it use an empty name and the email address (if found) of the signer.
- Do not use placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.
EXAMPLES:
Good:
- "Signed: _________ John Doe" → { name: "John Doe", role: "SIGNER", signingOrder: 1 }
- "Approved by: Jane Smith (jane@example.com)" → { name: "Jane Smith", email: "jane@example.com", role: "APPROVER" }
- "CC: Legal Team" → { name: "Legal Team", role: "CC" }
Bad:
- Extracting the document title as a recipient name
- Making up email addresses that aren't in the document
- Adding people not mentioned in the document
- Using placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.`;

24
packages/lib/server-only/ai/envelope/detect-recipients/schema.ts Normal file
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@ -0,0 +1,24 @@
import { RecipientRole } from '@prisma/client';
import { z } from 'zod';
export const ZDetectedRecipientSchema = z.object({
name: z.string().describe('The detected recipient name, leave blank if unknown'),
email: z.string().describe('The detected recipient email, leave blank if unknown'),
role: z
.nativeEnum(RecipientRole)
.optional()
.default(RecipientRole.SIGNER)
.describe(
'The detected recipient role. Use SIGNER for people who need to sign, APPROVER for approvers, CC for people who should receive a copy, VIEWER for view-only recipients',
),
});
export type TDetectedRecipientSchema = z.infer<typeof ZDetectedRecipientSchema>;
export const ZDetectedRecipientsSchema = z.object({
recipients: z
.array(ZDetectedRecipientSchema)
.describe('The list of detected recipients from the document'),
});
export type TDetectedRecipientsSchema = z.infer<typeof ZDetectedRecipientsSchema>;

9
packages/lib/server-only/ai/google.ts Normal file
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@ -0,0 +1,9 @@
import { createVertex } from '@ai-sdk/google-vertex';
import { env } from '../../utils/env';
export const vertex = createVertex({
project: env('GOOGLE_VERTEX_PROJECT_ID'),
location: env('GOOGLE_VERTEX_LOCATION') || 'global',
apiKey: env('GOOGLE_VERTEX_API_KEY'),
});

1
packages/lib/server-only/ai/index.ts Normal file
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@ -0,0 +1 @@
export * from 'ai';

40
packages/lib/server-only/ai/pdf-to-images.ts Normal file
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@ -0,0 +1,40 @@
import { createCanvas } from '@napi-rs/canvas';
import pMap from 'p-map';
import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.mjs';
export type PdfToImagesOptions = {
scale?: number;
};
export const pdfToImages = async (pdfBytes: Uint8Array, options: PdfToImagesOptions = {}) => {
const { scale = 2 } = options;
const pdf = await pdfjsLib.getDocument({ data: pdfBytes }).promise;
return await pMap(
Array.from({ length: pdf.numPages }),
async (_, index) => {
const pageNumber = index + 1;
const page = await pdf.getPage(pageNumber);
const viewport = page.getViewport({ scale });
const canvas = createCanvas(viewport.width, viewport.height);
await page.render({
// @ts-expect-error napi-rs/canvas satifies the requirements
canvas,
viewport,
}).promise;
return {
pageNumber,
image: await canvas.encode('jpeg'),
width: Math.floor(viewport.width),
height: Math.floor(viewport.height),
mimeType: 'image/jpeg',
};
},
{ concurrency: 10 },
);
};

2
packages/lib/server-only/recipient/create-envelope-recipients.ts
View file

@ -27,7 +27,7 @@ export interface CreateEnvelopeRecipientsOptions {
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
}[];
requestMetadata: ApiRequestMetadata;
requestMetadata?: ApiRequestMetadata;
}
export const createEnvelopeRecipients = async ({

2
packages/lib/utils/organisations.ts
View file

@ -135,5 +135,7 @@ export const generateDefaultOrganisationSettings = (): Omit<
emailReplyTo: null,
// emailReplyToName: null,
emailDocumentSettings: DEFAULT_DOCUMENT_EMAIL_SETTINGS,
aiFeaturesEnabled: false,
};
};

2
packages/lib/utils/teams.ts
View file

@ -202,6 +202,8 @@ export const generateDefaultTeamSettings = (): Omit<TeamGlobalSettings, 'id' | '
emailId: null,
emailReplyTo: null,
// emailReplyToName: null,
aiFeaturesEnabled: null,
};
};

6
packages/prisma/migrations/20251201000000_add_ai_features_enabled/migration.sql Normal file
View file

@ -0,0 +1,6 @@
-- AlterTable
ALTER TABLE "OrganisationGlobalSettings" ADD COLUMN "aiFeaturesEnabled" BOOLEAN NOT NULL DEFAULT false;
-- AlterTable
ALTER TABLE "TeamGlobalSettings" ADD COLUMN "aiFeaturesEnabled" BOOLEAN;

6
packages/prisma/schema.prisma
View file

@ -834,6 +834,9 @@ model OrganisationGlobalSettings {
brandingLogo String @default("")
brandingUrl String @default("")
brandingCompanyDetails String @default("")
// AI features settings.
aiFeaturesEnabled Boolean @default(false)
}
/// @zod.import(["import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';"])
@ -865,6 +868,9 @@ model TeamGlobalSettings {
brandingLogo String?
brandingUrl String?
brandingCompanyDetails String?
// AI features settings.
aiFeaturesEnabled Boolean?
}
model Team {

28
packages/trpc/server/organisation-router/get-organisation-session.ts
View file

@ -1,5 +1,9 @@
import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
import { buildTeamWhereQuery, getHighestTeamRoleInGroup } from '@documenso/lib/utils/teams';
import {
buildTeamWhereQuery,
extractDerivedTeamSettings,
getHighestTeamRoleInGroup,
} from '@documenso/lib/utils/teams';
import { prisma } from '@documenso/prisma';
import { authenticatedProcedure } from '../trpc';
@ -30,6 +34,7 @@ export const getOrganisationSession = async ({
},
include: {
organisationClaim: true,
organisationGlobalSettings: true,
subscription: true,
groups: {
where: {
@ -45,6 +50,7 @@ export const getOrganisationSession = async ({
teams: {
where: buildTeamWhereQuery({ teamId: undefined, userId }),
include: {
teamGlobalSettings: true,
teamGroups: {
where: {
organisationGroup: {
@ -67,12 +73,24 @@ export const getOrganisationSession = async ({
});
return organisations.map((organisation) => {
const { organisationGlobalSettings } = organisation;
return {
...organisation,
teams: organisation.teams.map((team) => ({
...team,
currentTeamRole: getHighestTeamRoleInGroup(team.teamGroups),
})),
teams: organisation.teams.map((team) => {
const derivedSettings = extractDerivedTeamSettings(
organisationGlobalSettings,
team.teamGlobalSettings,
);
return {
...team,
currentTeamRole: getHighestTeamRoleInGroup(team.teamGroups),
preferences: {
aiFeaturesEnabled: derivedSettings.aiFeaturesEnabled,
},
};
}),
currentOrganisationRole: getHighestOrganisationRoleInGroup(organisation.groups),
};
});

3
packages/trpc/server/organisation-router/get-organisation-session.types.ts
View file

@ -16,6 +16,9 @@ export const ZGetOrganisationSessionResponseSchema = ZOrganisationSchema.extend(
organisationId: true,
}).extend({
currentTeamRole: z.nativeEnum(TeamMemberRole),
preferences: z.object({
aiFeaturesEnabled: z.boolean(),
}),
}),
),
subscription: SubscriptionSchema.nullable(),

6
packages/trpc/server/organisation-router/update-organisation-settings.ts
View file

@ -48,6 +48,9 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
emailReplyTo,
// emailReplyToName,
emailDocumentSettings,
// AI features settings.
aiFeaturesEnabled,
} = data;
if (Object.values(data).length === 0) {
@ -149,6 +152,9 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
emailReplyTo,
// emailReplyToName,
emailDocumentSettings,
// AI features settings.
aiFeaturesEnabled,
},
},
},

3
packages/trpc/server/organisation-router/update-organisation-settings.types.ts
View file

@ -34,6 +34,9 @@ export const ZUpdateOrganisationSettingsRequestSchema = z.object({
emailReplyTo: z.string().email().nullish(),
// emailReplyToName: z.string().optional(),
emailDocumentSettings: ZDocumentEmailSettingsSchema.optional(),
// AI features settings.
aiFeaturesEnabled: z.boolean().optional(),
}),
});

6
packages/trpc/server/team-router/update-team-settings.ts
View file

@ -51,6 +51,9 @@ export const updateTeamSettingsRoute = authenticatedProcedure
emailReplyTo,
// emailReplyToName,
emailDocumentSettings,
// AI features settings.
aiFeaturesEnabled,
} = data;
if (Object.values(data).length === 0) {
@ -160,6 +163,9 @@ export const updateTeamSettingsRoute = authenticatedProcedure
// emailReplyToName,
emailDocumentSettings:
emailDocumentSettings === null ? Prisma.DbNull : emailDocumentSettings,
// AI features settings.
aiFeaturesEnabled,
},
},
},

3
packages/trpc/server/team-router/update-team-settings.types.ts
View file

@ -38,6 +38,9 @@ export const ZUpdateTeamSettingsRequestSchema = z.object({
emailReplyTo: z.string().email().nullish(),
// emailReplyToName: z.string().nullish(),
emailDocumentSettings: ZDocumentEmailSettingsSchema.nullish(),
// AI features settings.
aiFeaturesEnabled: z.boolean().nullish(),
}),
});

7
packages/tsconfig/process-env.d.ts vendored
View file

@ -86,5 +86,12 @@ declare namespace NodeJS {
DATABASE_URL?: string;
POSTGRES_PRISMA_URL?: string;
POSTGRES_URL_NON_POOLING?: string;
/**
* Google Vertex AI environment variables
*/
GOOGLE_VERTEX_PROJECT_ID?: string;
GOOGLE_VERTEX_LOCATION?: string;
GOOGLE_VERTEX_API_KEY?: string;
}
}

884
patches/@ai-sdk+google-vertex+3.0.81.patch Normal file
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File diff suppressed because one or more lines are too long

31
turbo.json
View file

@ -2,12 +2,20 @@
"$schema": "https://turbo.build/schema.json",
"pipeline": {
"build": {
"dependsOn": ["prebuild", "^build"],
"outputs": [".next/**", "!.next/cache/**"]
"dependsOn": [
"prebuild",
"^build"
],
"outputs": [
".next/**",
"!.next/cache/**"
]
},
"prebuild": {
"cache": false,
"dependsOn": ["^prebuild"]
"dependsOn": [
"^prebuild"
]
},
"lint": {
"cache": false
@ -23,7 +31,9 @@
"persistent": true
},
"start": {
"dependsOn": ["^build"],
"dependsOn": [
"^build"
],
"cache": false,
"persistent": true
},
@ -31,11 +41,15 @@
"cache": false
},
"test:e2e": {
"dependsOn": ["^build"],
"dependsOn": [
"^build"
],
"cache": false
}
},
"globalDependencies": ["**/.env.*local"],
"globalDependencies": [
"**/.env.*local"
],
"globalEnv": [
"APP_VERSION",
"PORT",
@ -112,6 +126,9 @@
"NEXT_PRIVATE_TELEMETRY_KEY",
"NEXT_PRIVATE_TELEMETRY_HOST",
"DOCUMENSO_DISABLE_TELEMETRY",
"GOOGLE_VERTEX_PROJECT_ID",
"GOOGLE_VERTEX_LOCATION",
"GOOGLE_VERTEX_API_KEY",
"CI",
"NODE_ENV",
"POSTGRES_URL",
@ -126,4 +143,4 @@
"NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS",
"NEXT_PRIVATE_OIDC_PROMPT"
]
}
}