AtriumSign in

Changelog

What's new in Atrium

v1.3.12026-03-18

Breaking Changes

Documents start as drafts — Uploaded documents are no longer immediately visible to clients. Admins must click "Send to Client" (or use "Upload & Send") to make them visible. Existing pending documents are unaffected.
New version resets responses — When an admin uploads a new version of a sent/signed document, all client responses and signatures are cleared and the document returns to "pending" for re-review. This enables scope change tracking but means clients must re-sign.
Unified upload flow — The separate "Upload File" button is removed. All uploads go through the document modal (title, type, optional signature/approval). For quick file shares, use type "Other" and hit "Upload & Send".

Added

Document Lifecycle

Draft status — Documents start as drafts, invisible to clients until explicitly sent
Send workflow — `Send to Client` transitions draft → pending and notifies clients via email
Void documents — Cancel sent documents with optional reason; clients see read-only "Voided" badge
Audit trail — Every document action (created, sent, viewed, signed, voided, expired) logged with timestamp, user, IP, and user agent. Viewable from the dashboard

E-Signature Enhancements

Field types — Signature, date (auto-fill), initials, text input, and select (radio options) fields
Signing order — Sequential signing enforcement; locked fields show "Waiting..." until prior signers complete
Signer assignment — Assign specific fields to specific project clients
Admin signing — Admins/owners can sign documents directly from the dashboard
Type-to-sign default — Signature pad now defaults to type mode (draw still available)

Expiration & Reminders

Document expiration — Set expiry (7/14/30/60/90 days) when sending; auto-expired by hourly cron
Automatic reminders — Email reminders to unresponsive clients at configurable intervals (1-7 days)

Direct Signing Links

Access tokens — Generate secure signing links for clients (SHA-256 hashed, time-limited)
Public signing page — `/portal/sign/[token]` renders signing UI without portal login
Token revocation — Admins can revoke individual signing links
Token cleanup — Daily cron deletes expired tokens older than 30 days

Completion Certificate

PDF certificate — Auto-generated completion certificate with document info, signer table, and full audit trail
Download — from both dashboard and portal when document is fully signed

Client Choices

Question with options — Attach a question with radio button choices to any document; client must select one

UI Improvements

Unified Files tab — Documents and files merged into single "Files" tab with one Upload button
Simplified upload modal — Progressive disclosure: title + type + file upfront, signature checkbox for PDFs, advanced options collapsed
Upload & Send — Primary CTA sends immediately; Save Draft for preparation
Auto-populate title — from filename on file selection
Three-tier action bar — Primary action (solid button), secondary actions (icon group), destructive actions (right-aligned, danger on hover)
Continuous PDF scroll — All pages render in a scrollable view with lazy loading via IntersectionObserver
Voided/expired states — in portal — Read-only badges, no action buttons

Document Versioning

Version history — Upload new file versions to any document (draft or sent). Previous versions preserved with uploader name and timestamp
Restore versions — Restore any previous version with one click; creates a new version entry for traceability
Scope change tracking — Uploading a new version on a sent document resets to "pending" so clients re-review the changes
Version badge — Documents with multiple versions show a "v2", "v3" etc. badge

Direct Signing Links

Generate signing links — Create secure, time-limited signing URLs for specific clients from the dashboard
Manage links — View active links, copy URLs, and revoke links per document
Token security — SHA-256 hashed tokens, rate-limited public endpoints, auto-cleanup of expired tokens

Email Templates

  • `DocumentReminderEmail` — Reminder for unresponsive clients with optional expiry date
  • `DocumentSigningTurnEmail` — "Your turn to sign" notification for sequential signing

    • Testing

  • 82 unit tests for `DocumentsService` covering all business logic paths
  • 13 new E2E API tests (send, void, audit trail, field locking, token generation, expiry validation)

    • Fixed

  • Certificate page overflow — audit trail now properly spans multiple pages
  • Token endpoint response filtered — no internal IDs exposed to unauthenticated users
  • Signature fields locked on sent documents — prevents editing after clients have signed
  • `requiresSignature` enforced as PDF-only on the API
  • Send blocked for signature documents with zero fields placed
  • `expiresInDays` validated on send endpoint (1-365 range)
  • Signing audit events logged synchronously for compliance
  • Notification type safety — removed unsafe `as any` cast
  • `fetchSigningInfo` stale closure fixed in signing viewer

    • Upgrade Notes

    Schema changes require `bun run db:push`. **Data migration needed**: run `bun run packages/database/scripts/migrate-document-sent-at.ts` to backfill `sentAt` on existing pending documents. New tables: `document_audit_event`, `document_access_token`. New columns on `document` and `signature_field` models.

    v1.3.02026-03-17

    Added

    Documents — Upload quotes, contracts, and NDAs to projects. Clients review inline and accept/decline with optional reason. Admin sees status, decline reason, and can reset to re-request.
    Decision tasks — New task type where clients vote on options. Vote counts hidden until all clients have voted.
    Activity feed — Document responses and decision votes appear in the project updates timeline.
    Email notifications — Clients notified on document uploads, invoice uploads, and decision results. Admins notified on client responses.
    Invoice uploads — Upload PDF/image invoices as an alternative to itemized invoices.
    Payment settings — Configure payment instructions and method (bank transfer, PayPal, Stripe, other) with encrypted storage.
    Portal UX — Pending actions banner, badge counts on Files tab, confirmation dialog on accept/decline, inline document viewer modal.
    Responsive layout — Dashboard and portal stack vertically on small screens; tabs scroll, forms wrap.
  • Configurable rate limiting via `THROTTLE_LIMIT` and `SIGNUP_THROTTLE_LIMIT` env vars.

    • Fixed

  • Portal invoice pagination now filters server-side by project (was client-side, broke page counts)
  • Activity logging errors now logged instead of silently swallowed
  • Tracker script injection hardened: `NEXT_PUBLIC_TRACKERS` validated against attribute whitelist
  • React hydration mismatch (#418) suppressed on root elements

    • Upgrade Notes

    Additive schema changes only (new tables + nullable columns). No data migration needed. Docker entrypoint handles it automatically; manual deployments run `bun run db:push`.

    v1.2.12026-03-12

    Added

  • Default Atrium logo on landing page and sidebar (falls back when no custom branding is set)
  • "Hide logo" toggle in branding settings for orgs without a company logo
  • Sidebar and portal header automatically reflect branding changes after save (no refresh needed)

    • Fixed

  • README image paths not rendering on GitHub (`public/` → `./public/`)
    • v1.2.02026-03-11

    Added

    Account Deletion

  • Owners can delete their account and cascade-delete their organization (projects, files, invoices, clients)
  • Password re-authentication required before deletion
  • Type-to-confirm dialog requiring `DELETE <org name>`
  • `GET /api/account/deletion-info` preflight endpoint returns org ownership context
  • Clients (non-owners) can delete their own account from portal settings
  • E2E tests for deletion flow, credential invalidation, and non-owner visibility

    • Supabase Row Level Security

  • `enable-rls.sql` enables RLS on all 21 tables and revokes `anon`/`authenticated` access
  • `bun run db:rls` command to apply manually
  • Docker entrypoints apply RLS automatically when `SUPABASE=true`
  • Safe for plain Postgres — gated behind env var, skipped by default

    • Docker

  • Built-in PostgreSQL 16 bundled in the unified Docker image — no separate database container needed
  • `USE_BUILT_IN_DB` toggle: set to `false` with a `DATABASE_URL` to use an external database
  • Graceful shutdown of built-in PostgreSQL on container stop
  • Docker Hub overview with quick start, Compose examples, and env var reference
  • `scripts/update-dockerhub-readme.sh` to push Docker Hub description from `docker/DOCKERHUB.md`
  • Docker deployment documentation (`docs/docker.md`)

    • Unraid

  • Unraid Community Applications template with single-container setup
  • Template repo at `Vibra-Labs/unraid-templates` linked as git submodule
  • PR submitted to `selfhosters/unRAID-CA-templates` for CA listing

    • Invitations

  • Accept-invite auto-login when a user signs up with an already-existing account
  • Accept-invite sets active organization before redirect

    • UX

  • Portal `/portal` redirects to `/portal/projects`
  • Danger zone section visible to all dashboard users (owners and non-owners)

    • Security

  • Comprehensive security audit with findings documented in `SECURITY_AUDIT.md`
  • DTO validation added for project and task inputs (`@IsDateString`, `@MaxLength`)
  • Path traversal protection in local file storage (reject `..` in keys)
  • Branding logo upload restricted to image MIME types
  • Update attachment size validated against system settings before storage
  • Caddyfile hardened with `X-Content-Type-Options`, `X-Frame-Options`, `Referrer-Policy` headers
  • PostgreSQL port no longer exposed to host in production `docker-compose.yml`
  • Generic password verification error message to prevent user enumeration
  • `DELETED_USER_SENTINEL` constant in shared package for anonymized user references

    • Changed

  • Deploy workflow now only pushes to Docker Hub (removed Google Cloud Run and Firebase Hosting steps)
  • Shared `setActiveOrgAndRedirect` helper replaces duplicated org-switch-and-redirect logic
  • Organization deletion now purges file blobs from storage provider (not just DB records)

    • Fixed

  • Dockerfile missing `ca-certificates` package broke PostgreSQL apt repo setup
    • v1.1.02026-03-09

    Added

    Billing & Subscriptions

  • Stripe integration with test/live mode toggle via `STRIPE_MODE`
  • Subscription plans (Free, Pro, Lifetime) with DB-seeded configuration
  • Checkout flow via Stripe Checkout Sessions
  • Stripe Customer Portal for managing payment methods
  • Webhook handler for checkout, subscription updates, invoice events
  • Usage meters (projects, storage, team members, clients) on billing page
  • Plan limit enforcement via `PlanGuard` and `@PlanLimit()` decorator
  • Lifetime plan with seat cap tracking
  • Lazy free plan initialization for orgs created before billing was enabled

    • Performance

  • In-memory session cache (30s TTL) — reduces DB round trips from 8+ to 2 per page load
  • Auth routes bypass and invalidate cache to prevent stale org context

    • Fixed

  • Auth controller uses `BETTER_AUTH_URL` for request origin instead of `WEB_URL`
  • Session cache invalidation on auth mutations prevents 401 "Organization context required" errors
  • Invoice update/delete mutations now scope Prisma queries to `organizationId` (prevents potential cross-org TOCTOU race)
  • Browser autofill no longer overrides dark mode input backgrounds
  • Sign-in button shows spinner during login

    • Security

  • Removed scripts containing hardcoded credentials
  • Sanitized infrastructure docs (removed project IDs and service refs)
  • GitHub Actions deploy workflow uses variables instead of hardcoded URLs
  • Added `.firebase/`, `.firebaserc`, `firebase.json`, `*.pem`, `*.key` to `.gitignore`

    • Database

  • New models: `SubscriptionPlan`, `Subscription`
  • Subscription linked to Organization (1:1) with Stripe customer/subscription IDs
  • Plan features stored as string array, limits as integers (-1 = unlimited)
    • v1.0.22026-03-02

    Security

  • Fix IDOR in invoice creation and project client assignment
  • Remove SVG uploads, sanitize Content-Disposition headers
  • Add access control to update attachment and file list endpoints

    • Fixed

  • Invoice status transition validation, PDF page breaks, dueDate clearing
  • Linkify regex `/g` flag bug, SMTP cache scoping and TTL eviction
  • Notification emails now receive organizationId for SMTP routing

    • Changed

  • Deduplicate `assertProjectAccess`, `contentDisposition`, and `linkify` into shared helpers
  • Replace all `any` types with proper type definitions
    • v1.0.11

    Added

    Tasks

  • Create, reorder, and track tasks per project
  • Inline task creation with due date picker in dashboard
  • Clients see read-only task lists in the portal
  • Client notification emails on task creation

    • Invoicing

  • Full invoice lifecycle with auto-numbered invoices (INV-0001)
  • Line items with quantity, unit price, and calculated totals
  • Status workflow: draft → sent → paid / overdue
  • Invoice stats dashboard (total, outstanding, paid amounts)
  • Client-facing invoice list and detail views in portal
  • Client notification emails when invoices are sent

    • Internal Notes

  • Team-only notes on projects (create, list, delete)
  • Collapsible "Internal Notes (Team Only)" section in project detail
  • Fully isolated from client portal

    • Client Profiles

  • Self-service profile editing (company, phone, address, website, description)
  • Admin profile viewing in client list
  • Profile form in portal settings

    • Email Verification

  • Verification email sent on signup via Better Auth
  • `/verify-email` page with verified/unverified states
  • Non-blocking dashboard banner with "Resend verification email" button
  • Email verification is optional — self-hosted users without email can still log in

    • Notifications

  • Email notifications for project updates (sent to all assigned clients)
  • Email notifications for new tasks
  • Email notifications when invoices are marked as sent
  • Fire-and-forget delivery — notification failures never block API responses
  • Parallel email delivery via `Promise.allSettled`

    • System Settings

  • `SystemSettings` Prisma model with per-organization config
  • Admin settings UI at `/dashboard/settings/system`
  • Email provider configuration (Resend or SMTP) from the UI
  • Sensitive fields encrypted at rest (AES-256-GCM with HKDF-derived key)
  • Dynamic file upload size limits (configurable per org, 1-500 MB)
  • "Send Test Email" button to verify email config
  • DB settings with env-var fallbacks: `DB setting → env var → default`

    • Setup Wizard

  • 5-step first-run wizard at `/setup` for new organizations:

    • 1. Organization profile (name, logo, colors)

    2. Email configuration (None / Resend / SMTP with test send)

    3. Create first project

    4. Invite first client

    5. Completion summary

  • Automatic redirect from dashboard for owners who haven't completed setup
  • Steps 2-4 are skippable

    • Security

  • CSRF protection via double-submit cookie pattern
  • Auth secret validation — refuses to start in production with default secret
  • File download authorization — members must be assigned to the project
  • CSRF guard skips unauthenticated requests (no session = no CSRF risk)
  • CSRF token auto-retry on first mutating request from the frontend

    • Fixed

  • Invitation email grammar: "You have been invited you" → "You have been invited"
  • Welcome email template wired up (was dead code)
  • Invoice number race condition — serializable transaction with P2002 retry
  • `@IsEmail()` validator no longer rejects `null` when clearing email settings
  • File size validation returns HTTP 413 (`PayloadTooLargeException`) instead of 400
  • Invoice stats computed via DB aggregation instead of loading all records into memory
  • Welcome email failures now logged instead of silently swallowed
  • SMTP transporter cached and reused instead of created per email
  • Multer hard limit lowered from 500 MB to 200 MB
  • `sanitizeFilename` deduplicated into shared utility
  • Update attachments now appear in Files tab immediately (file list refreshes after posting/deleting updates)

    • Changed

  • Signup redirects to `/setup` wizard instead of directly to `/dashboard`
  • Invoice numbers use 4-digit padding (INV-0001 instead of INV-001)
  • Encryption key derived via HKDF instead of using auth secret directly
  • Frontend settings page uses boolean flags instead of fragile mask string comparison

    • Database

  • New models: `Task`, `Invoice`, `InvoiceLineItem`, `ProjectNote`, `ClientProfile`, `SystemSettings`
  • New relations on `Project`: `tasks`, `invoices`, `notes`
  • Added `setupCompleted` field to `Organization` model
  • Added indexes on `Member` table (`organizationId`, `userId`)

    • Tests

  • 165 unit tests across 16 test files (0 failures)
  • New test suites: settings service, settings DTO, invoices service, notifications service, mail service, setup controller, sanitize utility
  • Updated: CSRF guard (19 tests), files service (13 tests)
  • E2E tests for all new features: tasks, invoicing, notes, client profiles, email verification, notifications, system settings, setup wizard, portal isolation
    • v1.3.0