[PR #2248] [MERGED] feat: add default recipients for teams and orgs #2152

Closed
opened 2026-02-26 20:32:39 +03:00 by kerem · 0 comments
Owner

📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/2248
Author: @catalinpit
Created: 11/26/2025
Status: Merged
Merged: 1/13/2026
Merged by: @Mythie

Base: mainHead: feat/default-cc-recipients


📝 Commits (10+)

  • 9d21913 feat: add default recipients for teams and orgs
  • 3b4147a chore: pass the default recipients
  • b53e2d1 feat: update organisation settings to include default recipients
  • aadeafa feat: enhance document preferences form to support default recipients selection
  • baf22ce feat: implement default recipients multiselect combobox for enhanced recipient selection
  • 5f354fe fix: adjust condition for rendering default recipients multiselect in document preferences form
  • d839ba8 Merge branch 'main' into feat/default-cc-recipients
  • 3248f5c feat: improve document preferences form with recipient role selection
  • 976333a chore: merge main
  • 28d9e59 Merge branch 'main' into feat/default-cc-recipients

📊 Changes

24 files changed (+734 additions, -24 deletions)

View changed files

📝 apps/remix/app/components/forms/document-preferences-form.tsx (+105 -1)
apps/remix/app/components/general/default-recipients-multiselect-combobox.tsx (+90 -0)
📝 apps/remix/app/components/general/envelope-editor/envelope-editor-upload-page.tsx (+4 -4)
📝 apps/remix/app/components/general/skeletons/document-edit-skeleton.tsx (+4 -4)
📝 apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx (+2 -0)
📝 apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.legacy_editor.tsx (+1 -1)
📝 apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx (+2 -0)
packages/app-tests/e2e/teams/default-recipients.spec.ts (+427 -0)
📝 packages/lib/server-only/envelope/create-envelope.ts (+16 -1)
📝 packages/lib/server-only/organisation/create-organisation.ts (+2 -1)
📝 packages/lib/server-only/team/create-team.ts (+7 -1)
📝 packages/lib/server-only/template/create-document-from-template.ts (+27 -2)
packages/lib/types/default-recipients.ts (+14 -0)
📝 packages/lib/utils/organisations.ts (+1 -0)
📝 packages/lib/utils/recipient-formatter.ts (+1 -1)
📝 packages/lib/utils/teams.ts (+1 -0)
packages/prisma/migrations/20251202122345_add_default_recipients/migration.sql (+5 -0)
📝 packages/prisma/schema.prisma (+6 -2)
📝 packages/prisma/types/types.d.ts (+3 -0)
📝 packages/trpc/server/organisation-router/update-organisation-settings.ts (+3 -1)

...and 4 more files

📄 Description

Description

https://github.com/user-attachments/assets/b8966ce8-e539-4276-b66b-d31eef8a86b1

LE: This is how the UI looks now

Screenshot 2025-12-02 at 14 27 11

Checklist

  • I have tested these changes locally and they work as expected.
  • I have added/updated tests that prove the effectiveness of these changes.
  • I have updated the documentation to reflect these changes, if applicable.
  • I have followed the project's coding style guidelines.
  • I have addressed the code review feedback from the previous submission, if applicable.

Additional Notes


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/documenso/documenso/pull/2248 **Author:** [@catalinpit](https://github.com/catalinpit) **Created:** 11/26/2025 **Status:** ✅ Merged **Merged:** 1/13/2026 **Merged by:** [@Mythie](https://github.com/Mythie) **Base:** `main` ← **Head:** `feat/default-cc-recipients` --- ### 📝 Commits (10+) - [`9d21913`](https://github.com/documenso/documenso/commit/9d21913b90e41368c14685986f359d3170643e3c) feat: add default recipients for teams and orgs - [`3b4147a`](https://github.com/documenso/documenso/commit/3b4147ac9de0e7ab8f2cff3496238db2ffce5652) chore: pass the default recipients - [`b53e2d1`](https://github.com/documenso/documenso/commit/b53e2d1e12727ea5a63626657ac9b8602f7992ba) feat: update organisation settings to include default recipients - [`aadeafa`](https://github.com/documenso/documenso/commit/aadeafa5a7399786b7baa7d8eac1cf5ec83cc920) feat: enhance document preferences form to support default recipients selection - [`baf22ce`](https://github.com/documenso/documenso/commit/baf22ce0d500f7e63c3a21a688ef2941d825ca07) feat: implement default recipients multiselect combobox for enhanced recipient selection - [`5f354fe`](https://github.com/documenso/documenso/commit/5f354fedd92be44780654494eeb821324bfba388) fix: adjust condition for rendering default recipients multiselect in document preferences form - [`d839ba8`](https://github.com/documenso/documenso/commit/d839ba8c7fee23b17d9fd5722ea7ea0012fc501e) Merge branch 'main' into feat/default-cc-recipients - [`3248f5c`](https://github.com/documenso/documenso/commit/3248f5c275ccecfab40cae379b294f8c99cd1144) feat: improve document preferences form with recipient role selection - [`976333a`](https://github.com/documenso/documenso/commit/976333a008328f8671d4e231ff8a25cdebd9be74) chore: merge main - [`28d9e59`](https://github.com/documenso/documenso/commit/28d9e594bebc80bc06f88a9c5359134b13844c67) Merge branch 'main' into feat/default-cc-recipients ### 📊 Changes **24 files changed** (+734 additions, -24 deletions) <details> <summary>View changed files</summary> 📝 `apps/remix/app/components/forms/document-preferences-form.tsx` (+105 -1) ➕ `apps/remix/app/components/general/default-recipients-multiselect-combobox.tsx` (+90 -0) 📝 `apps/remix/app/components/general/envelope-editor/envelope-editor-upload-page.tsx` (+4 -4) 📝 `apps/remix/app/components/general/skeletons/document-edit-skeleton.tsx` (+4 -4) 📝 `apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx` (+2 -0) 📝 `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.legacy_editor.tsx` (+1 -1) 📝 `apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx` (+2 -0) ➕ `packages/app-tests/e2e/teams/default-recipients.spec.ts` (+427 -0) 📝 `packages/lib/server-only/envelope/create-envelope.ts` (+16 -1) 📝 `packages/lib/server-only/organisation/create-organisation.ts` (+2 -1) 📝 `packages/lib/server-only/team/create-team.ts` (+7 -1) 📝 `packages/lib/server-only/template/create-document-from-template.ts` (+27 -2) ➕ `packages/lib/types/default-recipients.ts` (+14 -0) 📝 `packages/lib/utils/organisations.ts` (+1 -0) 📝 `packages/lib/utils/recipient-formatter.ts` (+1 -1) 📝 `packages/lib/utils/teams.ts` (+1 -0) ➕ `packages/prisma/migrations/20251202122345_add_default_recipients/migration.sql` (+5 -0) 📝 `packages/prisma/schema.prisma` (+6 -2) 📝 `packages/prisma/types/types.d.ts` (+3 -0) 📝 `packages/trpc/server/organisation-router/update-organisation-settings.ts` (+3 -1) _...and 4 more files_ </details> ### 📄 Description ## Description https://github.com/user-attachments/assets/b8966ce8-e539-4276-b66b-d31eef8a86b1 LE: This is how the UI looks now <img width="960" height="350" alt="Screenshot 2025-12-02 at 14 27 11" src="https://github.com/user-attachments/assets/77f77e8d-0b57-4607-970b-34910249962d" /> ## Checklist <!--- Please check the boxes that apply to this pull request. --> <!--- You can add or remove items as needed. --> - [x] I have tested these changes locally and they work as expected. - [ ] I have added/updated tests that prove the effectiveness of these changes. - [ ] I have updated the documentation to reflect these changes, if applicable. - [x] I have followed the project's coding style guidelines. - [ ] I have addressed the code review feedback from the previous submission, if applicable. ## Additional Notes <!--- Provide any additional context or notes for the reviewers. --> <!--- This might include details about design decisions, potential concerns, or anything else relevant. --> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
kerem 2026-02-26 20:32:39 +03:00
Sign in to join this conversation.
No milestone
No project
No assignees
1 participant
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Dependencies

No dependencies set.

Reference
starred/documenso#2152
No description provided.